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✨ 2.0.1 版本发布准备

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YunaiV 2024-02-28 22:40:54 +08:00
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1
yudao-framework/pom.xml
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@ -23,7 +23,6 @@
<module>yudao-spring-boot-starter-mq</module>
<module>yudao-spring-boot-starter-excel</module>
<module>yudao-spring-boot-starter-test</module>
<module>yudao-spring-boot-starter-biz-operatelog</module>
<module>yudao-spring-boot-starter-biz-tenant</module>

7
yudao-framework/yudao-spring-boot-starter-excel/pom.xml
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@ -63,13 +63,6 @@
<artifactId>yudao-spring-boot-starter-biz-ip</artifactId>
<optional>true</optional> <!-- 设置为 optional，只有在 AreaConvert 的时候使用 -->
</dependency>
<!-- Test 测试相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-test</artifactId>
<scope>test</scope>
</dependency>
</dependencies>
</project>

51
yudao-framework/yudao-spring-boot-starter-excel/src/test/java/cn/iocoder/yudao/framework/dict/core/util/DictFrameworkUtilsTest.java
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@ -1,51 +0,0 @@
package cn.iocoder.yudao.framework.dict.core.util;
import cn.iocoder.yudao.framework.common.enums.CommonStatusEnum;
import cn.iocoder.yudao.framework.dict.util.DictFrameworkUtils;
import cn.iocoder.yudao.framework.test.core.ut.BaseMockitoUnitTest;
import cn.iocoder.yudao.module.system.api.dict.DictDataApi;
import cn.iocoder.yudao.module.system.api.dict.dto.DictDataRespDTO;
import org.junit.jupiter.api.BeforeEach;
import org.junit.jupiter.api.Test;
import org.mockito.Mock;
import static cn.iocoder.yudao.framework.test.core.util.RandomUtils.randomPojo;
import static org.junit.jupiter.api.Assertions.assertEquals;
import static org.mockito.Mockito.when;
/**
* {@link DictFrameworkUtils} 的单元测试
*/
public class DictFrameworkUtilsTest extends BaseMockitoUnitTest {
@Mock
private DictDataApi dictDataApi;
@BeforeEach
public void setUp() {
DictFrameworkUtils.init(dictDataApi);
}
@Test
public void testGetDictDataLabel() {
// mock 数据
DictDataRespDTO dataRespDTO = randomPojo(DictDataRespDTO.class, o -> o.setStatus(CommonStatusEnum.ENABLE.getStatus()));
// mock 方法
when(dictDataApi.getDictData(dataRespDTO.getDictType(), dataRespDTO.getValue())).thenReturn(dataRespDTO);
// 断言返回值
assertEquals(dataRespDTO.getLabel(), DictFrameworkUtils.getDictDataLabel(dataRespDTO.getDictType(), dataRespDTO.getValue()));
}
@Test
public void testParseDictDataValue() {
// mock 数据
DictDataRespDTO resp = randomPojo(DictDataRespDTO.class, o -> o.setStatus(CommonStatusEnum.ENABLE.getStatus()));
// mock 方法
when(dictDataApi.parseDictData(resp.getDictType(), resp.getLabel())).thenReturn(resp);
// 断言返回值
assertEquals(resp.getValue(), DictFrameworkUtils.parseDictDataValue(resp.getDictType(), resp.getLabel()));
}
}

28
yudao-module-bpm/pom.xml
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@ -1,28 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<project xmlns="http://maven.apache.org/POM/4.0.0"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<artifactId>yudao</artifactId>
<groupId>cn.iocoder.boot</groupId>
<version>${revision}</version>
</parent>
<modelVersion>4.0.0</modelVersion>
<modules>
<module>yudao-module-bpm-api</module>
<module>yudao-module-bpm-biz</module>
<module>yudao-spring-boot-starter-flowable</module>
</modules>
<artifactId>yudao-module-bpm</artifactId>
<packaging>pom</packaging>
<name>${project.artifactId}</name>
<description>
bpm 包下，业务流程管理（Business Process Management），我们放工作流的功能。
例如说：流程定义、表单配置、审核中心（我的申请、我的待办、我的已办）等等
bpm 解释：https://baike.baidu.com/item/BPM/1933
工作流基于 Flowable 6 实现，分成流程定义、流程表单、流程实例、流程任务等功能模块。
</description>
</project>

43
yudao-module-bpm/yudao-module-bpm-api/src/main/java/cn/iocoder/yudao/module/bpm/event/BpmProcessInstanceResultEvent.java
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@ -1,43 +0,0 @@
package cn.iocoder.yudao.module.bpm.event;
import lombok.Data;
import org.springframework.context.ApplicationEvent;
import javax.validation.constraints.NotNull;
/**
* 流程实例的结果发生变化的 Event
* 定位：由于额外增加了 {@link BpmProcessInstanceExtDO#getResult()} 结果，所以增加该事件
*
* @author 芋道源码
*/
@SuppressWarnings("ALL")
@Data
public class BpmProcessInstanceResultEvent extends ApplicationEvent {
/**
* 流程实例的编号
*/
@NotNull(message = "流程实例的编号不能为空")
private String id;
/**
* 流程实例的 key
*/
@NotNull(message = "流程实例的 key 不能为空")
private String processDefinitionKey;
/**
* 流程实例的结果
*/
@NotNull(message = "流程实例的结果不能为空")
private Integer result;
/**
* 流程实例对应的业务标识
* 例如说，请假
*/
private String businessKey;
public BpmProcessInstanceResultEvent(Object source) {
super(source);
}
}

34
yudao-module-bpm/yudao-module-bpm-api/src/main/java/cn/iocoder/yudao/module/bpm/event/BpmProcessInstanceResultEventListener.java
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@ -1,34 +0,0 @@
package cn.iocoder.yudao.module.bpm.event;
import cn.hutool.core.util.StrUtil;
import org.springframework.context.ApplicationListener;
/**
* {@link BpmProcessInstanceResultEvent} 的监听器
*
* @author 芋道源码
*/
public abstract class BpmProcessInstanceResultEventListener
implements ApplicationListener<BpmProcessInstanceResultEvent> {
@Override
public final void onApplicationEvent(BpmProcessInstanceResultEvent event) {
if (!StrUtil.equals(event.getProcessDefinitionKey(), getProcessDefinitionKey())) {
return;
}
onEvent(event);
}
/**
* @return 返回监听的流程定义 Key
*/
protected abstract String getProcessDefinitionKey();
/**
* 处理事件
*
* @param event 事件
*/
protected abstract void onEvent(BpmProcessInstanceResultEvent event);
}

74
yudao-module-bpm/yudao-module-bpm-biz/pom.xml
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@ -1,74 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<project xmlns="http://maven.apache.org/POM/4.0.0"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-bpm</artifactId>
<version>${revision}</version>
</parent>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-module-bpm-biz</artifactId>
<name>${project.artifactId}</name>
<description>
bpm 包下，业务流程管理（Business Process Management），我们放工作流的功能，基于 Flowable 6 版本实现。
例如说：流程定义、表单配置、审核中心（我的申请、我的待办、我的已办）等等
</description>
<dependencies>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-bpm-api</artifactId>
<version>${revision}</version>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-system-api</artifactId>
<version>${revision}</version>
</dependency>
<!-- 业务组件 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-operatelog</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-data-permission</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-tenant</artifactId>
</dependency>
<!-- Web 相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-web</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-security</artifactId>
</dependency>
<!-- DB 相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-mybatis</artifactId>
</dependency>
<!-- Test 测试相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-test</artifactId>
</dependency>
<!-- 工作流相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-flowable</artifactId>
<version>${revision}</version>
</dependency>
</dependencies>
</project>

115
yudao-module-bpm/yudao-module-bpm-biz/src/main/java/cn/iocoder/yudao/module/bpm/convert/task/BpmProcessInstanceConvert.java
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@ -1,115 +0,0 @@
package cn.iocoder.yudao.module.bpm.convert.task;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.date.DateUtils;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
import cn.iocoder.yudao.module.bpm.controller.admin.task.vo.instance.BpmProcessInstancePageItemRespVO;
import cn.iocoder.yudao.module.bpm.controller.admin.task.vo.instance.BpmProcessInstanceRespVO;
import cn.iocoder.yudao.module.bpm.dal.dataobject.definition.BpmProcessDefinitionExtDO;
import cn.iocoder.yudao.module.bpm.dal.dataobject.task.BpmProcessInstanceExtDO;
import cn.iocoder.yudao.module.bpm.event.BpmProcessInstanceResultEvent;
import cn.iocoder.yudao.module.bpm.service.message.dto.BpmMessageSendWhenProcessInstanceApproveReqDTO;
import cn.iocoder.yudao.module.bpm.service.message.dto.BpmMessageSendWhenProcessInstanceRejectReqDTO;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import org.flowable.engine.history.HistoricProcessInstance;
import org.flowable.engine.repository.ProcessDefinition;
import org.flowable.engine.runtime.ProcessInstance;
import org.flowable.task.api.Task;
import org.mapstruct.Mapper;
import org.mapstruct.Mapping;
import org.mapstruct.MappingTarget;
import org.mapstruct.factory.Mappers;
import java.util.List;
import java.util.Map;
/**
* 流程实例 Convert
*
* @author 芋道源码
*/
@Mapper(uses = DateUtils.class)
public interface BpmProcessInstanceConvert {
BpmProcessInstanceConvert INSTANCE = Mappers.getMapper(BpmProcessInstanceConvert.class);
default PageResult<BpmProcessInstancePageItemRespVO> convertPage(PageResult<BpmProcessInstanceExtDO> page,
Map<String, List<Task>> taskMap) {
List<BpmProcessInstancePageItemRespVO> list = convertList(page.getList());
list.forEach(respVO -> respVO.setTasks(convertList2(taskMap.get(respVO.getId()))));
return new PageResult<>(list, page.getTotal());
}
List<BpmProcessInstancePageItemRespVO> convertList(List<BpmProcessInstanceExtDO> list);
@Mapping(source = "processInstanceId", target = "id")
BpmProcessInstancePageItemRespVO convert(BpmProcessInstanceExtDO bean);
List<BpmProcessInstancePageItemRespVO.Task> convertList2(List<Task> tasks);
default BpmProcessInstanceRespVO convert2(HistoricProcessInstance processInstance, BpmProcessInstanceExtDO processInstanceExt,
ProcessDefinition processDefinition, BpmProcessDefinitionExtDO processDefinitionExt,
String bpmnXml, AdminUserRespDTO startUser, DeptRespDTO dept) {
BpmProcessInstanceRespVO respVO = convert2(processInstance);
copyTo(processInstanceExt, respVO);
// definition
respVO.setProcessDefinition(convert2(processDefinition));
copyTo(processDefinitionExt, respVO.getProcessDefinition());
respVO.getProcessDefinition().setBpmnXml(bpmnXml);
// user
if (startUser != null) {
respVO.setStartUser(convert2(startUser));
if (dept != null) {
respVO.getStartUser().setDeptName(dept.getName());
}
}
return respVO;
}
BpmProcessInstanceRespVO convert2(HistoricProcessInstance bean);
@Mapping(source = "from.id", target = "to.id", ignore = true)
void copyTo(BpmProcessInstanceExtDO from, @MappingTarget BpmProcessInstanceRespVO to);
BpmProcessInstanceRespVO.ProcessDefinition convert2(ProcessDefinition bean);
@Mapping(source = "from.id", target = "to.id", ignore = true)
void copyTo(BpmProcessDefinitionExtDO from, @MappingTarget BpmProcessInstanceRespVO.ProcessDefinition to);
BpmProcessInstanceRespVO.User convert2(AdminUserRespDTO bean);
default BpmProcessInstanceResultEvent convert(Object source, HistoricProcessInstance instance, Integer result) {
BpmProcessInstanceResultEvent event = new BpmProcessInstanceResultEvent(source);
event.setId(instance.getId());
event.setProcessDefinitionKey(instance.getProcessDefinitionKey());
event.setBusinessKey(instance.getBusinessKey());
event.setResult(result);
return event;
}
default BpmProcessInstanceResultEvent convert(Object source, ProcessInstance instance, Integer result) {
BpmProcessInstanceResultEvent event = new BpmProcessInstanceResultEvent(source);
event.setId(instance.getId());
event.setProcessDefinitionKey(instance.getProcessDefinitionKey());
event.setBusinessKey(instance.getBusinessKey());
event.setResult(result);
return event;
}
default BpmMessageSendWhenProcessInstanceApproveReqDTO convert2ApprovedReq(ProcessInstance instance){
return new BpmMessageSendWhenProcessInstanceApproveReqDTO()
.setStartUserId(NumberUtils.parseLong(instance.getStartUserId()))
.setProcessInstanceId(instance.getId())
.setProcessInstanceName(instance.getName());
}
default BpmMessageSendWhenProcessInstanceRejectReqDTO convert2RejectReq(ProcessInstance instance, String reason) {
return new BpmMessageSendWhenProcessInstanceRejectReqDTO()
.setProcessInstanceName(instance.getName())
.setProcessInstanceId(instance.getId())
.setReason(reason)
.setStartUserId(NumberUtils.parseLong(instance.getStartUserId()));
}
}

25
yudao-module-bpm/yudao-module-bpm-biz/src/main/java/cn/iocoder/yudao/module/bpm/framework/bpm/core/event/BpmProcessInstanceResultEventPublisher.java
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@ -1,25 +0,0 @@
package cn.iocoder.yudao.module.bpm.framework.bpm.core.event;
import cn.iocoder.yudao.module.bpm.event.BpmProcessInstanceResultEvent;
import lombok.AllArgsConstructor;
import org.springframework.context.ApplicationEventPublisher;
import org.springframework.validation.annotation.Validated;
import javax.validation.Valid;
/**
* {@link BpmProcessInstanceResultEvent} 的生产者
*
* @author 芋道源码
*/
@AllArgsConstructor
@Validated
public class BpmProcessInstanceResultEventPublisher {
private final ApplicationEventPublisher publisher;
public void sendProcessInstanceResultEvent(@Valid BpmProcessInstanceResultEvent event) {
publisher.publishEvent(event);
}
}

32
yudao-module-bpm/yudao-module-bpm-biz/src/main/java/cn/iocoder/yudao/module/bpm/service/oa/listener/BpmOALeaveResultListener.java
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@ -1,32 +0,0 @@
package cn.iocoder.yudao.module.bpm.service.oa.listener;
import cn.iocoder.yudao.module.bpm.event.BpmProcessInstanceResultEvent;
import cn.iocoder.yudao.module.bpm.event.BpmProcessInstanceResultEventListener;
import cn.iocoder.yudao.module.bpm.service.oa.BpmOALeaveService;
import cn.iocoder.yudao.module.bpm.service.oa.BpmOALeaveServiceImpl;
import org.springframework.stereotype.Component;
import javax.annotation.Resource;
/**
* OA 请假单的结果的监听器实现类
*
* @author 芋道源码
*/
@Component
public class BpmOALeaveResultListener extends BpmProcessInstanceResultEventListener {
@Resource
private BpmOALeaveService leaveService;
@Override
protected String getProcessDefinitionKey() {
return BpmOALeaveServiceImpl.PROCESS_KEY;
}
@Override
protected void onEvent(BpmProcessInstanceResultEvent event) {
leaveService.updateLeaveResult(Long.parseLong(event.getBusinessKey()), event.getResult());
}
}

37
yudao-module-bpm/yudao-spring-boot-starter-flowable/pom.xml
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@ -1,37 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<project xmlns="http://maven.apache.org/POM/4.0.0"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-bpm</artifactId>
<version>${revision}</version>
</parent>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-spring-boot-starter-flowable</artifactId>
<dependencies>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-common</artifactId>
</dependency>
<!-- Web 相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-security</artifactId>
</dependency>
<!-- flowable 工作流相关 -->
<dependency>
<groupId>org.flowable</groupId>
<artifactId>flowable-spring-boot-starter-process</artifactId>
</dependency>
<dependency>
<groupId>org.flowable</groupId>
<artifactId>flowable-spring-boot-starter-actuator</artifactId>
</dependency>
</dependencies>
</project>

46
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/config/YudaoFlowableConfiguration.java
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@ -1,46 +0,0 @@
package cn.iocoder.yudao.framework.flowable.config;
import cn.iocoder.yudao.framework.common.enums.WebFilterOrderEnum;
import cn.iocoder.yudao.framework.flowable.core.web.FlowableWebFilter;
import org.springframework.boot.autoconfigure.AutoConfiguration;
import org.springframework.boot.autoconfigure.condition.ConditionalOnMissingBean;
import org.springframework.boot.web.servlet.FilterRegistrationBean;
import org.springframework.context.annotation.Bean;
import org.springframework.core.task.AsyncListenableTaskExecutor;
import org.springframework.scheduling.concurrent.ThreadPoolTaskExecutor;
@AutoConfiguration
public class YudaoFlowableConfiguration {
/**
* 参考 {@link org.flowable.spring.boot.FlowableJobConfiguration} 类，创建对应的 AsyncListenableTaskExecutor Bean
*
* 如果不创建，会导致项目启动时，Flowable 报错的问题
*/
@Bean(name = "applicationTaskExecutor")
@ConditionalOnMissingBean(name = "applicationTaskExecutor")
public AsyncListenableTaskExecutor taskExecutor() {
ThreadPoolTaskExecutor executor = new ThreadPoolTaskExecutor();
executor.setCorePoolSize(8);
executor.setMaxPoolSize(8);
executor.setQueueCapacity(100);
executor.setThreadNamePrefix("flowable-task-Executor-");
executor.setAwaitTerminationSeconds(30);
executor.setWaitForTasksToCompleteOnShutdown(true);
executor.setAllowCoreThreadTimeOut(true);
executor.initialize();
return executor;
}
/**
* 配置 flowable Web 过滤器
*/
@Bean
public FilterRegistrationBean<FlowableWebFilter> flowableWebFilter() {
FilterRegistrationBean<FlowableWebFilter> registrationBean = new FilterRegistrationBean<>();
registrationBean.setFilter(new FlowableWebFilter());
registrationBean.setOrder(WebFilterOrderEnum.FLOWABLE_FILTER);
return registrationBean;
}
}

40
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/context/FlowableContextHolder.java
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@ -1,40 +0,0 @@
package cn.iocoder.yudao.framework.flowable.core.context;
import cn.hutool.core.collection.CollUtil;
import com.alibaba.ttl.TransmittableThreadLocal;
import java.util.Collections;
import java.util.List;
import java.util.Map;
/**
* 工作流--用户用到的上下文相关信息
*/
public class FlowableContextHolder {
private static final ThreadLocal<Map<String, List<Long>>> ASSIGNEE = new TransmittableThreadLocal<>();
/**
* 通过流程任务的定义 key ，拿到提前选好的审批人
* 此方法目的：首次创建流程实例时，数据库中还查询不到 assignee 字段，所以存入上下文中获取
*
* @param taskDefinitionKey 流程任务 key
* @return 审批人 ID 集合
*/
public static List<Long> getAssigneeByTaskDefinitionKey(String taskDefinitionKey) {
if (CollUtil.isNotEmpty(ASSIGNEE.get())) {
return ASSIGNEE.get().get(taskDefinitionKey);
}
return Collections.emptyList();
}
/**
* 存入提前选好的审批人到上下文线程变量中
*
* @param assignee 流程任务 key -> 审批人 ID 炅和
*/
public static void setAssignee(Map<String, List<Long>> assignee) {
ASSIGNEE.set(assignee);
}
}

22
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/enums/BpmnModelConstants.java
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@ -1,22 +0,0 @@
package cn.iocoder.yudao.framework.flowable.core.enums;
/**
* 流程常量信息
*/
public interface BpmnModelConstants {
String BPMN_FILE_SUFFIX = ".bpmn";
/**
* BPMN 中的命名空间
*
* 这个东西有可能导致无法切换工作流程的实现
*/
String NAMESPACE = "http://flowable.org/bpmn";
/**
* 自定义属性 dataType
*/
String PROCESS_CUSTOM_DATA_TYPE = "dataType";
}

1
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/package-info.java
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@ -1 +0,0 @@
package cn.iocoder.yudao.framework.flowable.core;

309
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/util/BpmnModelUtils.java
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@ -1,309 +0,0 @@
package cn.iocoder.yudao.framework.flowable.core.util;
import cn.hutool.core.collection.CollUtil;
import org.flowable.bpmn.converter.BpmnXMLConverter;
import org.flowable.bpmn.model.Process;
import org.flowable.bpmn.model.*;
import java.util.*;
/**
* 流程模型转操作工具类
*/
public class BpmnModelUtils {
/**
* 根据节点，获取入口连线
*
* @param source 起始节点
* @return 入口连线列表
*/
public static List<SequenceFlow> getElementIncomingFlows(FlowElement source) {
if (source instanceof FlowNode) {
return ((FlowNode) source).getIncomingFlows();
}
return new ArrayList<>();
}
/**
* 根据节点，获取出口连线
*
* @param source 起始节点
* @return 出口连线列表
*/
public static List<SequenceFlow> getElementOutgoingFlows(FlowElement source) {
if (source instanceof FlowNode) {
return ((FlowNode) source).getOutgoingFlows();
}
return new ArrayList<>();
}
/**
* 获取流程元素信息
*
* @param model bpmnModel 对象
* @param flowElementId 元素 ID
* @return 元素信息
*/
public static FlowElement getFlowElementById(BpmnModel model, String flowElementId) {
Process process = model.getMainProcess();
return process.getFlowElement(flowElementId);
}
/**
* 获得 BPMN 流程中，指定的元素们
*
* @param model
* @param clazz 指定元素。例如说，{@link UserTask}、{@link Gateway} 等等
* @return 元素们
*/
public static <T extends FlowElement> List<T> getBpmnModelElements(BpmnModel model, Class<T> clazz) {
List<T> result = new ArrayList<>();
model.getProcesses().forEach(process -> {
process.getFlowElements().forEach(flowElement -> {
if (flowElement.getClass().isAssignableFrom(clazz)) {
result.add((T) flowElement);
}
});
});
return result;
}
/**
* 比较 两个bpmnModel 是否相同
* @param oldModel 老的bpmn model
* @param newModel 新的bpmn model
*/
public static boolean equals(BpmnModel oldModel, BpmnModel newModel) {
// 由于 BpmnModel 未提供 equals 方法，所以只能转成字节数组，进行比较
return Arrays.equals(getBpmnBytes(oldModel), getBpmnBytes(newModel));
}
/**
* 把 bpmnModel 转换成 byte[]
* @param model bpmnModel
*/
public static byte[] getBpmnBytes(BpmnModel model) {
if (model == null) {
return new byte[0];
}
BpmnXMLConverter converter = new BpmnXMLConverter();
return converter.convertToXML(model);
}
// ========== 遍历相关的方法 ==========
/**
* 找到 source 节点之前的所有用户任务节点
*
* @param source 起始节点
* @param hasSequenceFlow 已经经过的连线的 ID，用于判断线路是否重复
* @param userTaskList 已找到的用户任务节点
* @return 用户任务节点 数组
*/
public static List<UserTask> getPreviousUserTaskList(FlowElement source, Set<String> hasSequenceFlow, List<UserTask> userTaskList) {
userTaskList = userTaskList == null ? new ArrayList<>() : userTaskList;
hasSequenceFlow = hasSequenceFlow == null ? new HashSet<>() : hasSequenceFlow;
// 如果该节点为开始节点，且存在上级子节点，则顺着上级子节点继续迭代
if (source instanceof StartEvent && source.getSubProcess() != null) {
userTaskList = getPreviousUserTaskList(source.getSubProcess(), hasSequenceFlow, userTaskList);
}
// 根据类型，获取入口连线
List<SequenceFlow> sequenceFlows = getElementIncomingFlows(source);
if (sequenceFlows == null) {
return userTaskList;
}
// 循环找到目标元素
for (SequenceFlow sequenceFlow : sequenceFlows) {
// 如果发现连线重复，说明循环了，跳过这个循环
if (hasSequenceFlow.contains(sequenceFlow.getId())) {
continue;
}
// 添加已经走过的连线
hasSequenceFlow.add(sequenceFlow.getId());
// 类型为用户节点，则新增父级节点
if (sequenceFlow.getSourceFlowElement() instanceof UserTask) {
userTaskList.add((UserTask) sequenceFlow.getSourceFlowElement());
}
// 类型为子流程，则添加子流程开始节点出口处相连的节点
if (sequenceFlow.getSourceFlowElement() instanceof SubProcess) {
// 获取子流程用户任务节点
List<UserTask> childUserTaskList = findChildProcessUserTaskList((StartEvent) ((SubProcess) sequenceFlow.getSourceFlowElement()).getFlowElements().toArray()[0], null, null);
// 如果找到节点，则说明该线路找到节点，不继续向下找，反之继续
if (CollUtil.isNotEmpty(childUserTaskList)) {
userTaskList.addAll(childUserTaskList);
}
}
// 继续迭代
userTaskList = getPreviousUserTaskList(sequenceFlow.getSourceFlowElement(), hasSequenceFlow, userTaskList);
}
return userTaskList;
}
/**
* 迭代获取子流程用户任务节点
*
* @param source 起始节点
* @param hasSequenceFlow 已经经过的连线的 ID，用于判断线路是否重复
* @param userTaskList 需要撤回的用户任务列表
* @return 用户任务节点
*/
public static List<UserTask> findChildProcessUserTaskList(FlowElement source, Set<String> hasSequenceFlow, List<UserTask> userTaskList) {
hasSequenceFlow = hasSequenceFlow == null ? new HashSet<>() : hasSequenceFlow;
userTaskList = userTaskList == null ? new ArrayList<>() : userTaskList;
// 根据类型，获取出口连线
List<SequenceFlow> sequenceFlows = getElementOutgoingFlows(source);
if (sequenceFlows == null) {
return userTaskList;
}
// 循环找到目标元素
for (SequenceFlow sequenceFlow : sequenceFlows) {
// 如果发现连线重复，说明循环了，跳过这个循环
if (hasSequenceFlow.contains(sequenceFlow.getId())) {
continue;
}
// 添加已经走过的连线
hasSequenceFlow.add(sequenceFlow.getId());
// 如果为用户任务类型，且任务节点的 Key 正在运行的任务中存在，添加
if (sequenceFlow.getTargetFlowElement() instanceof UserTask) {
userTaskList.add((UserTask) sequenceFlow.getTargetFlowElement());
continue;
}
// 如果节点为子流程节点情况，则从节点中的第一个节点开始获取
if (sequenceFlow.getTargetFlowElement() instanceof SubProcess) {
List<UserTask> childUserTaskList = findChildProcessUserTaskList((FlowElement) (((SubProcess) sequenceFlow.getTargetFlowElement()).getFlowElements().toArray()[0]), hasSequenceFlow, null);
// 如果找到节点，则说明该线路找到节点，不继续向下找，反之继续
if (CollUtil.isNotEmpty(childUserTaskList)) {
userTaskList.addAll(childUserTaskList);
continue;
}
}
// 继续迭代
userTaskList = findChildProcessUserTaskList(sequenceFlow.getTargetFlowElement(), hasSequenceFlow, userTaskList);
}
return userTaskList;
}
/**
* 迭代从后向前扫描，判断目标节点相对于当前节点是否是串行
* 不存在直接回退到子流程中的情况，但存在从子流程出去到父流程情况
*
* @param source 起始节点
* @param target 目标节点
* @param visitedElements 已经经过的连线的 ID，用于判断线路是否重复
* @return 结果
*/
public static boolean isSequentialReachable(FlowElement source, FlowElement target, Set<String> visitedElements) {
visitedElements = visitedElements == null ? new HashSet<>() : visitedElements;
// 不能是开始事件和子流程
if (source instanceof StartEvent && isInEventSubprocess(source)) {
return false;
}
// 根据类型，获取入口连线
List<SequenceFlow> sequenceFlows = getElementIncomingFlows(source);
if (CollUtil.isEmpty(sequenceFlows)) {
return true;
}
// 循环找到目标元素
for (SequenceFlow sequenceFlow : sequenceFlows) {
// 如果发现连线重复，说明循环了，跳过这个循环
if (visitedElements.contains(sequenceFlow.getId())) {
continue;
}
// 添加已经走过的连线
visitedElements.add(sequenceFlow.getId());
// 这条线路存在目标节点，这条线路完成，进入下个线路
FlowElement sourceFlowElement = sequenceFlow.getSourceFlowElement();
if (target.getId().equals(sourceFlowElement.getId())) {
continue;
}
// 如果目标节点为并行网关，则不继续
if (sourceFlowElement instanceof ParallelGateway) {
return false;
}
// 否则就继续迭代
if (!isSequentialReachable(sourceFlowElement, target, visitedElements)) {
return false;
}
}
return true;
}
/**
* 判断当前节点是否属于不同的子流程
*
* @param flowElement 被判断的节点
* @return true 表示属于子流程
*/
private static boolean isInEventSubprocess(FlowElement flowElement) {
FlowElementsContainer flowElementsContainer = flowElement.getParentContainer();
while (flowElementsContainer != null) {
if (flowElementsContainer instanceof EventSubProcess) {
return true;
}
if (flowElementsContainer instanceof FlowElement) {
flowElementsContainer = ((FlowElement) flowElementsContainer).getParentContainer();
} else {
flowElementsContainer = null;
}
}
return false;
}
/**
* 根据正在运行的任务节点，迭代获取子级任务节点列表，向后找
*
* @param source 起始节点
* @param runTaskKeyList 正在运行的任务 Key，用于校验任务节点是否是正在运行的节点
* @param hasSequenceFlow 已经经过的连线的 ID，用于判断线路是否重复
* @param userTaskList 需要撤回的用户任务列表
* @return 子级任务节点列表
*/
public static List<UserTask> iteratorFindChildUserTasks(FlowElement source, List<String> runTaskKeyList,
Set<String> hasSequenceFlow, List<UserTask> userTaskList) {
hasSequenceFlow = hasSequenceFlow == null ? new HashSet<>() : hasSequenceFlow;
userTaskList = userTaskList == null ? new ArrayList<>() : userTaskList;
// 如果该节点为开始节点，且存在上级子节点，则顺着上级子节点继续迭代
if (source instanceof StartEvent && source.getSubProcess() != null) {
userTaskList = iteratorFindChildUserTasks(source.getSubProcess(), runTaskKeyList, hasSequenceFlow, userTaskList);
}
// 根据类型，获取出口连线
List<SequenceFlow> sequenceFlows = getElementOutgoingFlows(source);
if (sequenceFlows == null) {
return userTaskList;
}
// 循环找到目标元素
for (SequenceFlow sequenceFlow : sequenceFlows) {
// 如果发现连线重复，说明循环了，跳过这个循环
if (hasSequenceFlow.contains(sequenceFlow.getId())) {
continue;
}
// 添加已经走过的连线
hasSequenceFlow.add(sequenceFlow.getId());
// 如果为用户任务类型，且任务节点的 Key 正在运行的任务中存在，添加
if (sequenceFlow.getTargetFlowElement() instanceof UserTask && runTaskKeyList.contains((sequenceFlow.getTargetFlowElement()).getId())) {
userTaskList.add((UserTask) sequenceFlow.getTargetFlowElement());
continue;
}
// 如果节点为子流程节点情况，则从节点中的第一个节点开始获取
if (sequenceFlow.getTargetFlowElement() instanceof SubProcess) {
List<UserTask> childUserTaskList = iteratorFindChildUserTasks((FlowElement) (((SubProcess) sequenceFlow.getTargetFlowElement()).getFlowElements().toArray()[0]), runTaskKeyList, hasSequenceFlow, null);
// 如果找到节点，则说明该线路找到节点，不继续向下找，反之继续
if (CollUtil.isNotEmpty(childUserTaskList)) {
userTaskList.addAll(childUserTaskList);
continue;
}
}
// 继续迭代
userTaskList = iteratorFindChildUserTasks(sequenceFlow.getTargetFlowElement(), runTaskKeyList, hasSequenceFlow, userTaskList);
}
return userTaskList;
}
}

32
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/util/FlowableUtils.java
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@ -1,32 +0,0 @@
package cn.iocoder.yudao.framework.flowable.core.util;
import org.flowable.common.engine.impl.identity.Authentication;
/**
* Flowable 相关的工具方法
*
* @author 芋道源码
*/
public class FlowableUtils {
// ========== User 相关的工具方法 ==========
public static void setAuthenticatedUserId(Long userId) {
Authentication.setAuthenticatedUserId(String.valueOf(userId));
}
public static void clearAuthenticatedUserId() {
Authentication.setAuthenticatedUserId(null);
}
// ========== Execution 相关的工具方法 ==========
public static String formatCollectionVariable(String activityId) {
return activityId + "_assignees";
}
public static String formatCollectionElementVariable(String activityId) {
return activityId + "_assignee";
}
}

35
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/web/FlowableWebFilter.java
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@ -1,35 +0,0 @@
package cn.iocoder.yudao.framework.flowable.core.web;
import cn.iocoder.yudao.framework.flowable.core.util.FlowableUtils;
import cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils;
import org.springframework.web.filter.OncePerRequestFilter;
import javax.servlet.FilterChain;
import javax.servlet.ServletException;
import javax.servlet.http.HttpServletRequest;
import javax.servlet.http.HttpServletResponse;
import java.io.IOException;
/**
* flowable Web 过滤器，将 userId 设置到 {@link org.flowable.common.engine.impl.identity.Authentication} 中
*
* @author jason
*/
public class FlowableWebFilter extends OncePerRequestFilter {
@Override
protected void doFilterInternal(HttpServletRequest request, HttpServletResponse response, FilterChain chain)
throws ServletException, IOException {
try {
// 设置工作流的用户
Long userId = SecurityFrameworkUtils.getLoginUserId();
if (userId != null) {
FlowableUtils.setAuthenticatedUserId(userId);
}
// 过滤
chain.doFilter(request, response);
} finally {
// 清理
FlowableUtils.clearAuthenticatedUserId();
}
}
}

1
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/package-info.java
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@ -1 +0,0 @@
package cn.iocoder.yudao.framework.flowable;

1
yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/resources/META-INF/spring/org.springframework.boot.autoconfigure.AutoConfiguration.imports
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@ -1 +0,0 @@
cn.iocoder.yudao.framework.flowable.config.YudaoFlowableConfiguration

24
yudao-module-crm/pom.xml
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@ -1,24 +0,0 @@
<?xml version="1.0" encoding="UTF-8"?>
<project xmlns="http://maven.apache.org/POM/4.0.0"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao</artifactId>
<version>${revision}</version>
</parent>
<modules>
<module>yudao-module-crm-api</module>
<module>yudao-module-crm-biz</module>
</modules>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-module-crm</artifactId>
<packaging>pom</packaging>
<name>${project.artifactId}</name>
<description>
crm 包下，客户关系管理（Customer Relationship Management）。
例如说：客户、联系人、商机、合同、回款等等
</description>
</project>

19
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
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@ -1,19 +0,0 @@
package cn.iocoder.yudao.module.crm.enums;
/**
* CRM 字典类型的枚举类
*
* @author 芋道源码
*/
public interface DictTypeConstants {
String CRM_CUSTOMER_INDUSTRY = "crm_customer_industry"; // CRM 客户所属行业
String CRM_CUSTOMER_LEVEL = "crm_customer_level"; // CRM 客户等级
String CRM_CUSTOMER_SOURCE = "crm_customer_source"; // CRM 客户来源
String CRM_AUDIT_STATUS = "crm_audit_status"; // CRM 审批状态
String CRM_PRODUCT_UNIT = "crm_product_unit"; // CRM 产品单位
String CRM_PRODUCT_STATUS = "crm_product_status"; // CRM 产品状态
String CRM_FOLLOW_UP_TYPE = "crm_follow_up_type"; // CRM 跟进方式
String CRM_RECEIVABLE_RETURN_TYPE = "crm_receivable_return_type"; // CRM 回款方式
}

103
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
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@ -1,103 +0,0 @@
package cn.iocoder.yudao.module.crm.enums;
import cn.iocoder.yudao.framework.common.exception.ErrorCode;
/**
* CRM 错误码枚举类
* <p>
* crm 系统，使用 1-020-000-000 段
*/
public interface ErrorCodeConstants {
// ========== 合同管理 1-020-000-000 ==========
ErrorCode CONTRACT_NOT_EXISTS = new ErrorCode(1_020_000_000, "合同不存在");
ErrorCode CONTRACT_UPDATE_FAIL_NOT_DRAFT = new ErrorCode(1_020_000_001, "合同更新失败，原因：合同不是草稿状态");
ErrorCode CONTRACT_SUBMIT_FAIL_NOT_DRAFT = new ErrorCode(1_020_000_002, "合同提交审核失败，原因：合同没处在未提交状态");
ErrorCode CONTRACT_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS = new ErrorCode(1_020_000_003, "更新合同审核状态失败，原因：合同不是审核中状态");
ErrorCode CONTRACT_NO_EXISTS = new ErrorCode(1_020_000_004, "生成合同序列号重复，请重试");
// ========== 线索管理 1-020-001-000 ==========
ErrorCode CLUE_NOT_EXISTS = new ErrorCode(1_020_001_000, "线索不存在");
ErrorCode CLUE_TRANSFORM_FAIL_ALREADY = new ErrorCode(1_020_001_001, "线索已经转化过了，请勿重复转化");
// ========== 商机管理 1-020-002-000 ==========
ErrorCode BUSINESS_NOT_EXISTS = new ErrorCode(1_020_002_000, "商机不存在");
ErrorCode BUSINESS_DELETE_FAIL_CONTRACT_EXISTS = new ErrorCode(1_020_002_001, "商机已关联合同，不能删除");
ErrorCode BUSINESS_UPDATE_STATUS_FAIL_END_STATUS = new ErrorCode(1_020_002_002, "更新商机状态失败，原因：已经是结束状态");
ErrorCode BUSINESS_UPDATE_STATUS_FAIL_STATUS_EQUALS = new ErrorCode(1_020_002_003, "更新商机状态失败，原因：已经是该状态");
// ========== 联系人管理 1-020-003-000 ==========
ErrorCode CONTACT_NOT_EXISTS = new ErrorCode(1_020_003_000, "联系人不存在");
ErrorCode CONTACT_DELETE_FAIL_CONTRACT_LINK_EXISTS = new ErrorCode(1_020_003_002, "联系人已关联合同，不能删除");
ErrorCode CONTACT_UPDATE_OWNER_USER_FAIL = new ErrorCode(1_020_003_003, "更新联系人负责人失败");
// ========== 回款 1-020-004-000 ==========
ErrorCode RECEIVABLE_NOT_EXISTS = new ErrorCode(1_020_004_000, "回款不存在");
ErrorCode RECEIVABLE_UPDATE_FAIL_EDITING_PROHIBITED = new ErrorCode(1_020_004_001, "更新回款失败，原因：禁止编辑");
ErrorCode RECEIVABLE_DELETE_FAIL = new ErrorCode(1_020_004_002, "删除回款失败，原因： 被回款计划所使用，不允许删除");
ErrorCode RECEIVABLE_SUBMIT_FAIL_NOT_DRAFT = new ErrorCode(1_020_004_003, "回款提交审核失败，原因：回款没处在未提交状态");
ErrorCode RECEIVABLE_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS = new ErrorCode(1_020_004_004, "更新回款审核状态失败，原因：回款不是审核中状态");
ErrorCode RECEIVABLE_NO_EXISTS = new ErrorCode(1_020_004_005, "生成回款序列号重复，请重试");
ErrorCode RECEIVABLE_CREATE_FAIL_CONTRACT_NOT_APPROVE = new ErrorCode(1_020_004_006, "创建回款失败，原因：合同不是审核通过状态");
ErrorCode RECEIVABLE_CREATE_FAIL_PRICE_EXCEEDS_LIMIT = new ErrorCode(1_020_004_007, "创建回款失败，原因：回款金额超出合同金额，目前剩余可退：{} 元");
// ========== 回款计划 1-020-005-000 ==========
ErrorCode RECEIVABLE_PLAN_NOT_EXISTS = new ErrorCode(1_020_005_000, "回款计划不存在");
ErrorCode RECEIVABLE_PLAN_UPDATE_FAIL = new ErrorCode(1_020_006_000, "更想回款计划失败，原因：已经有对应的还款");
ErrorCode RECEIVABLE_PLAN_EXISTS_RECEIVABLE = new ErrorCode(1_020_006_001, "回款计划已经有对应的回款，不能使用");
// ========== 客户管理 1_020_006_000 ==========
ErrorCode CUSTOMER_NOT_EXISTS = new ErrorCode(1_020_006_000, "客户不存在");
ErrorCode CUSTOMER_OWNER_EXISTS = new ErrorCode(1_020_006_001, "客户【{}】已存在所属负责人");
ErrorCode CUSTOMER_LOCKED = new ErrorCode(1_020_006_002, "客户【{}】状态已锁定");
ErrorCode CUSTOMER_ALREADY_DEAL = new ErrorCode(1_020_006_003, "客户已交易");
ErrorCode CUSTOMER_IN_POOL = new ErrorCode(1_020_006_004, "客户【{}】放入公海失败，原因：已经是公海客户");
ErrorCode CUSTOMER_LOCKED_PUT_POOL_FAIL = new ErrorCode(1_020_006_005, "客户【{}】放入公海失败，原因：客户已锁定");
ErrorCode CUSTOMER_UPDATE_OWNER_USER_FAIL = new ErrorCode(1_020_006_006, "更新客户【{}】负责人失败, 原因：系统异常");
ErrorCode CUSTOMER_LOCK_FAIL_IS_LOCK = new ErrorCode(1_020_006_007, "锁定客户失败，它已经处于锁定状态");
ErrorCode CUSTOMER_UNLOCK_FAIL_IS_UNLOCK = new ErrorCode(1_020_006_008, "解锁客户失败，它已经处于未锁定状态");
ErrorCode CUSTOMER_LOCK_EXCEED_LIMIT = new ErrorCode(1_020_006_009, "锁定客户失败，超出锁定规则上限");
ErrorCode CUSTOMER_OWNER_EXCEED_LIMIT = new ErrorCode(1_020_006_010, "操作失败，超出客户数拥有上限");
ErrorCode CUSTOMER_DELETE_FAIL_HAVE_REFERENCE = new ErrorCode(1_020_006_011, "删除客户失败，有关联{}");
ErrorCode CUSTOMER_IMPORT_LIST_IS_EMPTY = new ErrorCode(1_020_006_012, "导入客户数据不能为空！");
ErrorCode CUSTOMER_CREATE_NAME_NOT_NULL = new ErrorCode(1_020_006_013, "客户名称不能为空！");
ErrorCode CUSTOMER_NAME_EXISTS = new ErrorCode(1_020_006_014, "已存在名为【{}】的客户！");
ErrorCode CUSTOMER_UPDATE_DEAL_STATUS_FAIL = new ErrorCode(1_020_006_015, "更新客户的成交状态失败，原因：已经是该状态，无需更新");
// ========== 权限管理 1_020_007_000 ==========
ErrorCode CRM_PERMISSION_NOT_EXISTS = new ErrorCode(1_020_007_000, "数据权限不存在");
ErrorCode CRM_PERMISSION_DENIED = new ErrorCode(1_020_007_001, "{}操作失败，原因：没有权限");
ErrorCode CRM_PERMISSION_MODEL_TRANSFER_FAIL_OWNER_USER_EXISTS = new ErrorCode(1_020_007_003, "{}操作失败，原因：转移对象已经是该负责人");
ErrorCode CRM_PERMISSION_DELETE_FAIL = new ErrorCode(1_020_007_004, "删除数据权限失败，原因：批量删除权限的时候，只能属于同一个 bizId 下");
ErrorCode CRM_PERMISSION_DELETE_DENIED = new ErrorCode(1_020_007_006, "删除数据权限失败，原因：没有权限");
ErrorCode CRM_PERMISSION_DELETE_SELF_PERMISSION_FAIL_EXIST_OWNER = new ErrorCode(1_020_007_007, "删除数据权限失败，原因：不能删除负责人");
ErrorCode CRM_PERMISSION_CREATE_FAIL = new ErrorCode(1_020_007_008, "创建数据权限失败，原因：所加用户已有权限");
// ========== 产品 1_020_008_000 ==========
ErrorCode PRODUCT_NOT_EXISTS = new ErrorCode(1_020_008_000, "产品不存在");
ErrorCode PRODUCT_NO_EXISTS = new ErrorCode(1_020_008_001, "产品编号已存在");
ErrorCode PRODUCT_NOT_ENABLE = new ErrorCode(1_020_008_002, "产品【{}】已禁用");
// ========== 产品分类 1_020_009_000 ==========
ErrorCode PRODUCT_CATEGORY_NOT_EXISTS = new ErrorCode(1_020_009_000, "产品分类不存在");
ErrorCode PRODUCT_CATEGORY_EXISTS = new ErrorCode(1_020_009_001, "产品分类已存在");
ErrorCode PRODUCT_CATEGORY_USED = new ErrorCode(1_020_009_002, "产品分类已关联产品");
ErrorCode PRODUCT_CATEGORY_PARENT_NOT_EXISTS = new ErrorCode(1_020_009_003, "父分类不存在");
ErrorCode PRODUCT_CATEGORY_PARENT_NOT_FIRST_LEVEL = new ErrorCode(1_020_009_004, "父分类不能是二级分类");
ErrorCode product_CATEGORY_EXISTS_CHILDREN = new ErrorCode(1_020_009_005, "存在子分类，无法删除");
// ========== 商机状态 1_020_010_000 ==========
ErrorCode BUSINESS_STATUS_TYPE_NOT_EXISTS = new ErrorCode(1_020_010_000, "商机状态组不存在");
ErrorCode BUSINESS_STATUS_TYPE_NAME_EXISTS = new ErrorCode(1_020_010_001, "商机状态组的名称已存在");
ErrorCode BUSINESS_STATUS_UPDATE_FAIL_USED = new ErrorCode(1_020_010_002, "已经被使用的商机状态组，无法进行更新");
ErrorCode BUSINESS_STATUS_DELETE_FAIL_USED = new ErrorCode(1_020_010_002, "已经被使用的商机状态组，无法进行删除");
ErrorCode BUSINESS_STATUS_NOT_EXISTS = new ErrorCode(1_020_010_003, "商机状态不存在");
// ========== 客户公海规则设置 1_020_012_000 ==========
ErrorCode CUSTOMER_LIMIT_CONFIG_NOT_EXISTS = new ErrorCode(1_020_012_001, "客户限制配置不存在");
// ========== 跟进记录 1_020_013_000 ==========
ErrorCode FOLLOW_UP_RECORD_NOT_EXISTS = new ErrorCode(1_020_013_000, "跟进记录不存在");
ErrorCode FOLLOW_UP_RECORD_DELETE_DENIED = new ErrorCode(1_020_013_001, "删除跟进记录失败，原因：没有权限");
}

163
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
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@ -1,163 +0,0 @@
package cn.iocoder.yudao.module.crm.enums;
/**
* CRM 操作日志枚举
* 目的：统一管理，也减少 Service 里各种“复杂”字符串
*
* @author HUIHUI
*/
public interface LogRecordConstants {
// ======================= CRM_CLUE 线索 =======================
String CRM_CLUE_TYPE = "CRM 线索";
String CRM_CLUE_CREATE_SUB_TYPE = "创建线索";
String CRM_CLUE_CREATE_SUCCESS = "创建了线索{{#clue.name}}";
String CRM_CLUE_UPDATE_SUB_TYPE = "更新线索";
String CRM_CLUE_UPDATE_SUCCESS = "更新了线索【{{#clueName}}】: {_DIFF{#updateReq}}";
String CRM_CLUE_DELETE_SUB_TYPE = "删除线索";
String CRM_CLUE_DELETE_SUCCESS = "删除了线索【{{#clueName}}】";
String CRM_CLUE_TRANSFER_SUB_TYPE = "转移线索";
String CRM_CLUE_TRANSFER_SUCCESS = "将线索【{{#clue.name}}】的负责人从【{getAdminUserById{#clue.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CLUE_TRANSLATE_SUB_TYPE = "线索转化为客户";
String CRM_CLUE_TRANSLATE_SUCCESS = "将线索【{{#clueName}}】转化为客户";
String CRM_CLUE_FOLLOW_UP_SUB_TYPE = "线索跟进";
String CRM_CLUE_FOLLOW_UP_SUCCESS = "线索跟进【{{#clueName}}】";
// ======================= CRM_CUSTOMER 客户 =======================
String CRM_CUSTOMER_TYPE = "CRM 客户";
String CRM_CUSTOMER_CREATE_SUB_TYPE = "创建客户";
String CRM_CUSTOMER_CREATE_SUCCESS = "创建了客户{{#customer.name}}";
String CRM_CUSTOMER_UPDATE_SUB_TYPE = "更新客户";
String CRM_CUSTOMER_UPDATE_SUCCESS = "更新了客户【{{#customerName}}】: {_DIFF{#updateReqVO}}";
String CRM_CUSTOMER_DELETE_SUB_TYPE = "删除客户";
String CRM_CUSTOMER_DELETE_SUCCESS = "删除了客户【{{#customerName}}】";
String CRM_CUSTOMER_TRANSFER_SUB_TYPE = "转移客户";
String CRM_CUSTOMER_TRANSFER_SUCCESS = "将客户【{{#customer.name}}】的负责人从【{getAdminUserById{#customer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CUSTOMER_LOCK_SUB_TYPE = "{{#customer.lockStatus ? '解锁客户' : '锁定客户'}}";
String CRM_CUSTOMER_LOCK_SUCCESS = "{{#customer.lockStatus ? '将客户【' + #customer.name + '】解锁' : '将客户【' + #customer.name + '】锁定'}}";
String CRM_CUSTOMER_POOL_SUB_TYPE = "客户放入公海";
String CRM_CUSTOMER_POOL_SUCCESS = "将客户【{{#customerName}}】放入了公海";
String CRM_CUSTOMER_RECEIVE_SUB_TYPE = "{{#ownerUserName != null ? '分配客户' : '领取客户'}}";
String CRM_CUSTOMER_RECEIVE_SUCCESS = "{{#ownerUserName != null ? '将客户【' + #customer.name + '】分配给【' + #ownerUserName + '】' : '领取客户【' + #customer.name + '】'}}";
String CRM_CUSTOMER_IMPORT_SUB_TYPE = "{{#isUpdate ? '导入并更新客户' : '导入客户'}}";
String CRM_CUSTOMER_IMPORT_SUCCESS = "{{#isUpdate ? '导入并更新了客户【'+ #customer.name +'】' : '导入了客户【'+ #customer.name +'】'}}";
String CRM_CUSTOMER_UPDATE_DEAL_STATUS_SUB_TYPE = "更新客户成交状态";
String CRM_CUSTOMER_UPDATE_DEAL_STATUS_SUCCESS = "更新了客户【{{#customerName}}】的成交状态为【{{#dealStatus ? '已成交' : '未成交'}}】";
String CRM_CUSTOMER_FOLLOW_UP_SUB_TYPE = "客户跟进";
String CRM_CUSTOMER_FOLLOW_UP_SUCCESS = "客户跟进【{{#customerName}}】";
// ======================= CRM_CUSTOMER_LIMIT_CONFIG 客户限制配置 =======================
String CRM_CUSTOMER_LIMIT_CONFIG_TYPE = "CRM 客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_CREATE_SUB_TYPE = "创建客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_CREATE_SUCCESS = "创建了【{{#limitType}}】类型的客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_UPDATE_SUB_TYPE = "更新客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_UPDATE_SUCCESS = "更新了客户限制配置: {_DIFF{#updateReqVO}}";
String CRM_CUSTOMER_LIMIT_CONFIG_DELETE_SUB_TYPE = "删除客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_DELETE_SUCCESS = "删除了【{{#limitType}}】类型的客户限制配置";
// ======================= CRM_CUSTOMER_POOL_CONFIG 客户公海规则 =======================
String CRM_CUSTOMER_POOL_CONFIG_TYPE = "CRM 客户公海规则";
String CRM_CUSTOMER_POOL_CONFIG_SUB_TYPE = "{{#isPoolConfigUpdate ? '更新客户公海规则' : '创建客户公海规则'}}";
String CRM_CUSTOMER_POOL_CONFIG_SUCCESS = "{{#isPoolConfigUpdate ? '更新了客户公海规则' : '创建了客户公海规则'}}";
// ======================= CRM_CONTACT 联系人 =======================
String CRM_CONTACT_TYPE = "CRM 联系人";
String CRM_CONTACT_CREATE_SUB_TYPE = "创建联系人";
String CRM_CONTACT_CREATE_SUCCESS = "创建了联系人{{#contact.name}}";
String CRM_CONTACT_UPDATE_SUB_TYPE = "更新联系人";
String CRM_CONTACT_UPDATE_SUCCESS = "更新了联系人【{{#contactName}}】: {_DIFF{#updateReqVO}}";
String CRM_CONTACT_DELETE_SUB_TYPE = "删除联系人";
String CRM_CONTACT_DELETE_SUCCESS = "删除了联系人【{{#contactName}}】";
String CRM_CONTACT_TRANSFER_SUB_TYPE = "转移联系人";
String CRM_CONTACT_TRANSFER_SUCCESS = "将联系人【{{#contact.name}}】的负责人从【{getAdminUserById{#contact.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CONTACT_FOLLOW_UP_SUB_TYPE = "联系人跟进";
String CRM_CONTACT_FOLLOW_UP_SUCCESS = "联系人跟进【{{#contactName}}】";
String CRM_CONTACT_UPDATE_OWNER_USER_SUB_TYPE = "更新联系人负责人";
String CRM_CONTACT_UPDATE_OWNER_USER_SUCCESS = "将联系人【{{#contact.name}}】的负责人从【{getAdminUserById{#contact.ownerUserId}}】变更为了【{getAdminUserById{#ownerUserId}}】";
// ======================= CRM_BUSINESS 商机 =======================
String CRM_BUSINESS_TYPE = "CRM 商机";
String CRM_BUSINESS_CREATE_SUB_TYPE = "创建商机";
String CRM_BUSINESS_CREATE_SUCCESS = "创建了商机{{#business.name}}";
String CRM_BUSINESS_UPDATE_SUB_TYPE = "更新商机";
String CRM_BUSINESS_UPDATE_SUCCESS = "更新了商机【{{#businessName}}】: {_DIFF{#updateReqVO}}";
String CRM_BUSINESS_DELETE_SUB_TYPE = "删除商机";
String CRM_BUSINESS_DELETE_SUCCESS = "删除了商机【{{#businessName}}】";
String CRM_BUSINESS_TRANSFER_SUB_TYPE = "转移商机";
String CRM_BUSINESS_TRANSFER_SUCCESS = "将商机【{{#business.name}}】的负责人从【{getAdminUserById{#business.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_BUSINESS_FOLLOW_UP_SUB_TYPE = "商机跟进";
String CRM_BUSINESS_FOLLOW_UP_SUCCESS = "商机跟进【{{#businessName}}】";
String CRM_BUSINESS_UPDATE_STATUS_SUB_TYPE = "更新商机状态";
String CRM_BUSINESS_UPDATE_STATUS_SUCCESS = "更新了商机【{{#businessName}}】的状态从【{{#oldStatusName}}】变更为了【{{#newStatusName}}】";
// ======================= CRM_CONTRACT_CONFIG 合同配置 =======================
String CRM_CONTRACT_CONFIG_TYPE = "CRM 合同配置";
String CRM_CONTRACT_CONFIG_SUB_TYPE = "{{#isPoolConfigUpdate ? '更新合同配置' : '创建合同配置'}}";
String CRM_CONTRACT_CONFIG_SUCCESS = "{{#isPoolConfigUpdate ? '更新了合同配置' : '创建了合同配置'}}";
// ======================= CRM_CONTRACT 合同 =======================
String CRM_CONTRACT_TYPE = "CRM 合同";
String CRM_CONTRACT_CREATE_SUB_TYPE = "创建合同";
String CRM_CONTRACT_CREATE_SUCCESS = "创建了合同{{#contract.name}}";
String CRM_CONTRACT_UPDATE_SUB_TYPE = "更新合同";
String CRM_CONTRACT_UPDATE_SUCCESS = "更新了合同【{{#contractName}}】: {_DIFF{#updateReqVO}}";
String CRM_CONTRACT_DELETE_SUB_TYPE = "删除合同";
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";
String CRM_CONTRACT_FOLLOW_UP_SUB_TYPE = "合同跟进";
String CRM_CONTRACT_FOLLOW_UP_SUCCESS = "合同跟进【{{#contractName}}】";
// ======================= CRM_PRODUCT 产品 =======================
String CRM_PRODUCT_TYPE = "CRM 产品";
String CRM_PRODUCT_CREATE_SUB_TYPE = "创建产品";
String CRM_PRODUCT_CREATE_SUCCESS = "创建了产品【{{#createReqVO.name}}】";
String CRM_PRODUCT_UPDATE_SUB_TYPE = "更新产品";
String CRM_PRODUCT_UPDATE_SUCCESS = "更新了产品【{{#updateReqVO.name}}】: {_DIFF{#updateReqVO}}";
String CRM_PRODUCT_DELETE_SUB_TYPE = "删除产品";
String CRM_PRODUCT_DELETE_SUCCESS = "删除了产品【{{#product.name}}】";
// ======================= CRM_PRODUCT_CATEGORY 产品分类 =======================
String CRM_PRODUCT_CATEGORY_TYPE = "CRM 产品分类";
String CRM_PRODUCT_CATEGORY_CREATE_SUB_TYPE = "创建产品分类";
String CRM_PRODUCT_CATEGORY_CREATE_SUCCESS = "创建了产品分类【{{#createReqVO.name}}】";
String CRM_PRODUCT_CATEGORY_UPDATE_SUB_TYPE = "更新产品分类";
String CRM_PRODUCT_CATEGORY_UPDATE_SUCCESS = "更新了产品分类【{{#updateReqVO.name}}】: {_DIFF{#updateReqVO}}";
String CRM_PRODUCT_CATEGORY_DELETE_SUB_TYPE = "删除产品分类";
String CRM_PRODUCT_CATEGORY_DELETE_SUCCESS = "删除了产品分类【{{#productCategory.name}}】";
// ======================= CRM_RECEIVABLE 回款 =======================
String CRM_RECEIVABLE_TYPE = "CRM 回款";
String CRM_RECEIVABLE_CREATE_SUB_TYPE = "创建回款";
String CRM_RECEIVABLE_CREATE_SUCCESS = "创建了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
String CRM_RECEIVABLE_UPDATE_SUB_TYPE = "更新回款";
String CRM_RECEIVABLE_UPDATE_SUCCESS = "更新了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_DELETE_SUB_TYPE = "删除回款";
String CRM_RECEIVABLE_DELETE_SUCCESS = "删除了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
String CRM_RECEIVABLE_SUBMIT_SUB_TYPE = "提交回款审批";
String CRM_RECEIVABLE_SUBMIT_SUCCESS = "提交编号为【{{#receivableNo}}】的回款审批成功";
// ======================= CRM_RECEIVABLE_PLAN 回款计划 =======================
String CRM_RECEIVABLE_PLAN_TYPE = "CRM 回款计划";
String CRM_RECEIVABLE_PLAN_CREATE_SUB_TYPE = "创建回款计划";
String CRM_RECEIVABLE_PLAN_CREATE_SUCCESS = "创建了合同【{getContractById{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划";
String CRM_RECEIVABLE_PLAN_UPDATE_SUB_TYPE = "更新回款计划";
String CRM_RECEIVABLE_PLAN_UPDATE_SUCCESS = "更新了合同【{getContractById{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_PLAN_DELETE_SUB_TYPE = "删除回款计划";
String CRM_RECEIVABLE_PLAN_DELETE_SUCCESS = "删除了合同【{getContractById{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划";
}

45
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBusinessEndStatusEnum.java
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@ -1,45 +0,0 @@
package cn.iocoder.yudao.module.crm.enums.business;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.Getter;
import lombok.RequiredArgsConstructor;
import java.util.Arrays;
/**
* 商机的结束状态枚举
*
* @author lzxhqs
*/
@RequiredArgsConstructor
@Getter
public enum CrmBusinessEndStatusEnum implements IntArrayValuable {
WIN(1, "赢单"),
LOSE(2, "输单"),
INVALID(3, "无效");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmBusinessEndStatusEnum::getStatus).toArray();
/**
* 场景类型
*/
private final Integer status;
/**
* 场景名称
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
public static CrmBusinessEndStatusEnum fromStatus(Integer status) {
return Arrays.stream(values())
.filter(value -> value.getStatus().equals(status))
.findFirst()
.orElse(null);
}
}

52
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java
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package cn.iocoder.yudao.module.crm.enums.common;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.Getter;
import lombok.RequiredArgsConstructor;
import java.util.Arrays;
/**
* CRM 业务类型枚举
*
* @author HUIHUI
*/
@RequiredArgsConstructor
@Getter
public enum CrmBizTypeEnum implements IntArrayValuable {
CRM_CLUE(1, "线索"),
CRM_CUSTOMER(2, "客户"),
CRM_CONTACT(3, "联系人"),
CRM_BUSINESS(4, "商机"),
CRM_CONTRACT(5, "合同"),
CRM_PRODUCT(6, "产品"),
CRM_RECEIVABLE(7, "回款"),
CRM_RECEIVABLE_PLAN(8, "回款计划")
;
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmBizTypeEnum::getType).toArray();
/**
* 类型
*/
private final Integer type;
/**
* 名称
*/
private final String name;
public static String getNameByType(Integer type) {
CrmBizTypeEnum typeEnum = CollUtil.findOne(CollUtil.newArrayList(CrmBizTypeEnum.values()),
item -> ObjUtil.equal(item.type, type));
return typeEnum == null ? null : typeEnum.getName();
}
@Override
public int[] array() {
return ARRAYS;
}
}

53
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java
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@ -1,53 +0,0 @@
package cn.iocoder.yudao.module.crm.enums.permission;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 数据权限级别枚举
*
* OWNER > WRITE > READ
*
* @author HUIHUI
*/
@Getter
@AllArgsConstructor
public enum CrmPermissionLevelEnum implements IntArrayValuable {
OWNER(1, "负责人"),
READ(2, "只读"),
WRITE(3, "读写");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmPermissionLevelEnum::getLevel).toArray();
/**
* 级别
*/
private final Integer level;
/**
* 级别名称
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
public static boolean isOwner(Integer level) {
return ObjUtil.equal(OWNER.level, level);
}
public static boolean isRead(Integer level) {
return ObjUtil.equal(READ.level, level);
}
public static boolean isWrite(Integer level) {
return ObjUtil.equal(WRITE.level, level);
}
}

43
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/receivable/CrmReceivableReturnTypeEnum.java
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@ -1,43 +0,0 @@
package cn.iocoder.yudao.module.crm.enums.receivable;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 回款方式枚举
*
* @author HUIHUI
*/
@Getter
@AllArgsConstructor
public enum CrmReceivableReturnTypeEnum implements IntArrayValuable {
CHECK(1, "支票"),
CASH(2, "现金"),
POSTAL_REMITTANCE(3, "邮政汇款"),
TELEGRAPHIC_TRANSFER(4, "电汇"),
ONLINE_TRANSFER(5, "网上转账"),
ALIPAY(6, "支付宝"),
WECHAT_PAY(7, "微信支付"),
OTHER(8, "其它");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmReceivableReturnTypeEnum::getType).toArray();
/**
* 类型
*/
private final Integer type;
/**
* 名称
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
}

79
yudao-module-crm/yudao-module-crm-biz/pom.xml
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<?xml version="1.0" encoding="UTF-8"?>
<project xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns="http://maven.apache.org/POM/4.0.0"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-crm</artifactId>
<version>${revision}</version>
</parent>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-module-crm-biz</artifactId>
<name>${project.artifactId}</name>
<description>
crm 包下，客户关系管理（Customer Relationship Management）。
例如说：客户、联系人、商机、合同、回款等等
</description>
<dependencies>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-system-api</artifactId>
<version>${revision}</version>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-crm-api</artifactId>
<version>${revision}</version>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-bpm-api</artifactId>
<version>${revision}</version>
</dependency>
<!-- 业务组件 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-operatelog</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-ip</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-tenant</artifactId>
</dependency>
<!-- Web 相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-web</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-security</artifactId>
</dependency>
<!-- DB 相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-mybatis</artifactId>
</dependency>
<!-- 工具类相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-excel</artifactId>
</dependency>
<!-- Test 测试相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-test</artifactId>
</dependency>
</dependencies>
</project>

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package cn.iocoder.yudao.module.crm.controller.admin.business;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.business.vo.business.*;
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.business.CrmBusinessStatusDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusTypeDO;
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.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CUSTOMER_NOT_EXISTS;
@Tag(name = "管理后台 - CRM 商机")
@RestController
@RequestMapping("/crm/business")
@Validated
public class CrmBusinessController {
@Resource
private CrmBusinessService businessService;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmBusinessStatusService businessStatusTypeService;
@Resource
private CrmBusinessStatusService businessStatusService;
@Resource
private CrmProductService productService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建商机")
@PreAuthorize("@ss.hasPermission('crm:business:create')")
public CommonResult<Long> createBusiness(@Valid @RequestBody CrmBusinessSaveReqVO createReqVO) {
return success(businessService.createBusiness(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新商机")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> updateBusiness(@Valid @RequestBody CrmBusinessSaveReqVO updateReqVO) {
businessService.updateBusiness(updateReqVO);
return success(true);
}
@PutMapping("/update-status")
@Operation(summary = "更新商机状态")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> updateBusinessStatus(@Valid @RequestBody CrmBusinessUpdateStatusReqVO updateStatusReqVO) {
businessService.updateBusinessStatus(updateStatusReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除商机")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:business:delete')")
public CommonResult<Boolean> deleteBusiness(@RequestParam("id") Long id) {
businessService.deleteBusiness(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得商机")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<CrmBusinessRespVO> getBusiness(@RequestParam("id") Long id) {
CrmBusinessDO business = businessService.getBusiness(id);
return success(buildBusinessDetail(business));
}
private CrmBusinessRespVO buildBusinessDetail(CrmBusinessDO business) {
if (business == null) {
return null;
}
CrmBusinessRespVO businessVO = buildBusinessDetailList(Collections.singletonList(business)).get(0);
// 拼接产品项
List<CrmBusinessProductDO> businessProducts = businessService.getBusinessProductListByBusinessId(businessVO.getId());
Map<Long, CrmProductDO> productMap = productService.getProductMap(
convertSet(businessProducts, CrmBusinessProductDO::getProductId));
businessVO.setProducts(BeanUtils.toBean(businessProducts, CrmBusinessRespVO.Product.class, businessProductVO ->
MapUtils.findAndThen(productMap, businessProductVO.getProductId(),
product -> businessProductVO.setProductName(product.getName())
.setProductNo(product.getNo()).setProductUnit(product.getUnit()))));
return businessVO;
}
@GetMapping("/simple-all-list")
@Operation(summary = "获得联系人的精简列表")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmBusinessRespVO>> getSimpleContactList() {
CrmBusinessPageReqVO reqVO = new CrmBusinessPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(reqVO, getLoginUserId());
return success(convertList(pageResult.getList(), business -> // 只返回 id、name 字段
new CrmBusinessRespVO().setId(business.getId()).setName(business.getName())
.setCustomerId(business.getCustomerId())));
}
@GetMapping("/page")
@Operation(summary = "获得商机分页")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPage(@Valid CrmBusinessPageReqVO pageVO) {
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(pageVO, getLoginUserId());
return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得商机分页，基于指定客户")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPageByCustomer(@Valid CrmBusinessPageReqVO pageReqVO) {
if (pageReqVO.getCustomerId() == null) {
throw exception(CUSTOMER_NOT_EXISTS);
}
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByCustomerId(pageReqVO);
return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-contact")
@Operation(summary = "获得联系人的商机分页")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessContactPage(@Valid CrmBusinessPageReqVO pageReqVO) {
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByContact(pageReqVO);
return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出商机 Excel")
@PreAuthorize("@ss.hasPermission('crm:business:export')")
@OperateLog(type = EXPORT)
public void exportBusinessExcel(@Valid CrmBusinessPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PAGE_SIZE_NONE);
List<CrmBusinessDO> list = businessService.getBusinessPage(exportReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "商机.xls", "数据", CrmBusinessRespVO.class,
buildBusinessDetailList(list));
}
private List<CrmBusinessRespVO> buildBusinessDetailList(List<CrmBusinessDO> list) {
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(list, CrmBusinessDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 获得商机状态组
Map<Long, CrmBusinessStatusTypeDO> statusTypeMap = businessStatusTypeService.getBusinessStatusTypeMap(
convertSet(list, CrmBusinessDO::getStatusTypeId));
Map<Long, CrmBusinessStatusDO> statusMap = businessStatusService.getBusinessStatusMap(
convertSet(list, CrmBusinessDO::getStatusId));
// 2. 拼接数据
return BeanUtils.toBean(list, CrmBusinessRespVO.class, businessVO -> {
// 2.1 设置客户名称
MapUtils.findAndThen(customerMap, businessVO.getCustomerId(), customer -> businessVO.setCustomerName(customer.getName()));
// 2.2 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(businessVO.getCreator()),
user -> businessVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, businessVO.getOwnerUserId(), user -> {
businessVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> businessVO.setOwnerUserDeptName(dept.getName()));
});
// 2.3 设置商机状态
MapUtils.findAndThen(statusTypeMap, businessVO.getStatusTypeId(), statusType -> businessVO.setStatusTypeName(statusType.getName()));
MapUtils.findAndThen(statusMap, businessVO.getStatusId(), status -> businessVO.setStatusName(
businessService.getBusinessStatusName(businessVO.getEndStatus(), status)));
});
}
@PutMapping("/transfer")
@Operation(summary = "商机转移")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> transferBusiness(@Valid @RequestBody CrmBusinessTransferReqVO reqVO) {
businessService.transferBusiness(reqVO, getLoginUserId());
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.business;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusSaveReqVO;
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;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.Collection;
import java.util.List;
import java.util.Map;
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.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM 商机状态")
@RestController
@RequestMapping("/crm/business-status")
@Validated
public class CrmBusinessStatusController {
@Resource
private CrmBusinessStatusService businessStatusTypeService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建商机状态")
@PreAuthorize("@ss.hasPermission('crm:business-status:create')")
public CommonResult<Long> createBusinessStatus(@Valid @RequestBody CrmBusinessStatusSaveReqVO createReqVO) {
return success(businessStatusTypeService.createBusinessStatus(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新商机状态")
@PreAuthorize("@ss.hasPermission('crm:business-status:update')")
public CommonResult<Boolean> updateBusinessStatus(@Valid @RequestBody CrmBusinessStatusSaveReqVO updateReqVO) {
businessStatusTypeService.updateBusinessStatus(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除商机状态")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:business-status:delete')")
public CommonResult<Boolean> deleteBusinessStatusType(@RequestParam("id") Long id) {
businessStatusTypeService.deleteBusinessStatusType(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得商机状态")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:business-status:query')")
public CommonResult<CrmBusinessStatusRespVO> getBusinessStatusType(@RequestParam("id") Long id) {
CrmBusinessStatusTypeDO statusType = businessStatusTypeService.getBusinessStatusType(id);
if (statusType == null) {
return success(null);
}
List<CrmBusinessStatusDO> statuses = businessStatusTypeService.getBusinessStatusListByTypeId(id);
return success(BeanUtils.toBean(statusType, CrmBusinessStatusRespVO.class,
statusTypeVO -> statusTypeVO.setStatuses(BeanUtils.toBean(statuses, CrmBusinessStatusRespVO.Status.class))));
}
@GetMapping("/page")
@Operation(summary = "获得商机状态分页")
@PreAuthorize("@ss.hasPermission('crm:business-status:query')")
public CommonResult<PageResult<CrmBusinessStatusRespVO>> getBusinessStatusPage(@Valid PageParam pageReqVO) {
// 1. 查询数据
PageResult<CrmBusinessStatusTypeDO> pageResult = businessStatusTypeService.getBusinessStatusTypePage(pageReqVO);
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 2. 拼接数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSet(pageResult.getList(), statusType -> Long.parseLong(statusType.getCreator())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(
convertSetByFlatMap(pageResult.getList(), CrmBusinessStatusTypeDO::getDeptIds, Collection::stream));
return success(BeanUtils.toBean(pageResult, CrmBusinessStatusRespVO.class, statusTypeVO -> {
statusTypeVO.setCreator(userMap.get(NumberUtils.parseLong(statusTypeVO.getCreator())).getNickname());
statusTypeVO.setDeptNames(convertList(statusTypeVO.getDeptIds(),
deptId -> deptMap.containsKey(deptId) ? deptMap.get(deptId).getName() : null));
}));
}
@GetMapping("/type-simple-list")
@Operation(summary = "获得商机状态组列表")
public CommonResult<List<CrmBusinessStatusRespVO>> getBusinessStatusTypeSimpleList() {
List<CrmBusinessStatusTypeDO> list = businessStatusTypeService.getBusinessStatusTypeList();
// 过滤掉部门不匹配的
Long deptId = adminUserApi.getUser(getLoginUserId()).getDeptId();
list.removeIf(statusType -> CollUtil.isNotEmpty(statusType.getDeptIds()) && !statusType.getDeptIds().contains(deptId));
return success(BeanUtils.toBean(list, CrmBusinessStatusRespVO.class));
}
@GetMapping("/status-simple-list")
@Operation(summary = "获得商机状态列表")
@Parameter(name = "typeId", description = "商机状态组", required = true, example = "1024")
public CommonResult<List<CrmBusinessStatusRespVO.Status>> getBusinessStatusSimpleList(@RequestParam("typeId") Long typeId) {
List<CrmBusinessStatusDO> list = businessStatusTypeService.getBusinessStatusListByTypeId(typeId);
return success(BeanUtils.toBean(list, CrmBusinessStatusRespVO.Status.class));
}
}

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@ -1,144 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - CRM 商机 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmBusinessRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
@ExcelProperty("编号")
private Long id;
@Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@ExcelProperty("商机名称")
private String name;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299")
private Long customerId;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@ExcelProperty("客户名称")
private String customerName;
@Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example ="true")
@ExcelProperty("跟进状态")
private Boolean followUpStatus;
@Schema(description = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@Schema(description = "负责人名字", example = "25682")
@ExcelProperty("负责人名字")
private String ownerUserName;
@Schema(description = "负责人部门")
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "商机状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714")
private Long statusTypeId;
@Schema(description = "商机状组名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "进行中")
@ExcelProperty("商机状态组")
private String statusTypeName;
@Schema(description = "商机状态编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
private Long statusId;
@Schema(description = "状态名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "跟进中")
@ExcelProperty("商机状态")
private String statusName;
@Schema
@ExcelProperty("结束状态")
private Integer endStatus;
@ExcelProperty("结束时的备注")
private String endRemark;
@Schema(description = "预计成交日期")
@ExcelProperty("预计成交日期")
private LocalDateTime dealTime;
@Schema(description = "产品总金额", example = "12025")
@ExcelProperty("产品总金额")
private BigDecimal totalProductPrice;
@Schema(description = "整单折扣")
@ExcelProperty("整单折扣")
private BigDecimal discountPercent;
@Schema(description = "商机总金额", example = "12371")
@ExcelProperty("商机总金额")
private BigDecimal totalPrice;
@Schema(description = "备注", example = "随便")
@ExcelProperty("备注")
private String remark;
@Schema(description = "创建人", example = "1024")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "芋道源码")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
@Schema(description = "产品列表")
private List<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "888")
private Long id;
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private Long productId;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private String productName;
@Schema(description = "产品条码", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private String productNo;
@Schema(description = "产品单位", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private Integer productUnit;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal productPrice;
@Schema(description = "商机价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal businessPrice;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
private BigDecimal count;
@Schema(description = "总计价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal totalPrice;
}
}

95
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysAdminUserParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 商机创建/更新 Request VO")
@Data
public class CrmBusinessSaveReqVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
private Long id;
@Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@DiffLogField(name = "商机名称")
@NotNull(message = "商机名称不能为空")
private String name;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
@NotNull(message = "客户不能为空")
private Long customerId;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactNextTime;
@Schema(description = "负责人用户编号", example = "14334")
@NotNull(message = "负责人不能为空")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
private Long ownerUserId;
@Schema(description = "商机状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714")
@DiffLogField(name = "商机状态组")
@NotNull(message = "商机状态组不能为空")
private Long statusTypeId;
@Schema(description = "预计成交日期")
@DiffLogField(name = "预计成交日期")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime dealTime;
@Schema(description = "整单折扣", requiredMode = Schema.RequiredMode.REQUIRED, example = "55.00")
@DiffLogField(name = "整单折扣")
@NotNull(message = "整单折扣不能为空")
private BigDecimal discountPercent;
@Schema(description = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
@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
@Schema(description = "产品列表")
private List<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")
private Long productId;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "产品单价不能为空")
private BigDecimal productPrice;
@Schema(description = "商机价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "商机价格不能为空")
private BigDecimal businessPrice;
@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;
}
}

31
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessUpdateStatusReqVO.java
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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.enums.business.CrmBusinessEndStatusEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.AssertTrue;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 商机更新状态 Request VO")
@Data
public class CrmBusinessUpdateStatusReqVO {
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
@NotNull(message = "商机编号不能为空")
private Long id;
@Schema(description = "状态编号", example = "1")
private Long statusId;
@Schema(description = "结束状态", example = "1")
@InEnum(value = CrmBusinessEndStatusEnum.class)
private Integer endStatus;
@AssertTrue(message = "变更状态不正确")
public boolean isStatusValid() {
return statusId != null || endStatus != null;
}
}

51
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - 商机状态 Response VO")
@Data
public class CrmBusinessStatusRespVO {
@Schema(description = "状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2934")
private Long id;
@Schema(description = "状态组名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private String name;
@Schema(description = "使用的部门编号", requiredMode = Schema.RequiredMode.REQUIRED)
private List<Long> deptIds;
@Schema(description = "使用的部门名称", requiredMode = Schema.RequiredMode.REQUIRED)
private List<String> deptNames;
@Schema(description = "创建人", requiredMode = Schema.RequiredMode.REQUIRED)
private String creator;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
@Schema(description = "状态集合", requiredMode = Schema.RequiredMode.REQUIRED)
private List<Status> statuses;
@Data
public static class Status {
@Schema(description = "状态编号", example = "23899")
private Long id;
@Schema(description = "状态名", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
private String name;
@Schema(description = "赢单率", requiredMode = Schema.RequiredMode.REQUIRED, example = "50")
private BigDecimal percent;
@Schema(description = "排序", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer sort;
}
}

50
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.Valid;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.util.List;
@Schema(description = "管理后台 - 商机状态组新增/修改 Request VO")
@Data
public class CrmBusinessStatusSaveReqVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "2934")
private Long id;
@Schema(description = "状态类型名", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@NotEmpty(message = "状态类型名不能为空")
private String name;
@Schema(description = "使用的部门编号")
private List<Long> deptIds;
@Schema(description = "商机状态集合", requiredMode = Schema.RequiredMode.REQUIRED)
@NotEmpty(message = "商机状态集合不能为空")
@Valid
private List<Status> statuses;
@Data
public static class Status {
@Schema(description = "状态编号", example = "23899")
private Long id;
@Schema(description = "状态名", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@NotEmpty(message = "状态名不能为空")
private String name;
@Schema(description = "赢单率", requiredMode = Schema.RequiredMode.REQUIRED, example = "50")
@NotNull(message = "赢单率不能为空")
private BigDecimal percent;
@Schema(description = "排序", hidden = true, example = "1")
private Integer sort;
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
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package cn.iocoder.yudao.module.crm.controller.admin.clue;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueRespVO;
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.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.clue.CrmClueService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertListByFlatMap;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
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 - 线索")
@RestController
@RequestMapping("/crm/clue")
@Validated
public class CrmClueController {
@Resource
private CrmClueService clueService;
@Resource
private CrmCustomerService customerService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建线索")
@PreAuthorize("@ss.hasPermission('crm:clue:create')")
public CommonResult<Long> createClue(@Valid @RequestBody CrmClueSaveReqVO createReqVO) {
return success(clueService.createClue(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新线索")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> updateClue(@Valid @RequestBody CrmClueSaveReqVO updateReqVO) {
clueService.updateClue(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除线索")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:clue:delete')")
public CommonResult<Boolean> deleteClue(@RequestParam("id") Long id) {
clueService.deleteClue(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得线索")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<CrmClueRespVO> getClue(@RequestParam("id") Long id) {
CrmClueDO clue = clueService.getClue(id);
return success(buildClueDetail(clue));
}
private CrmClueRespVO buildClueDetail(CrmClueDO clue) {
if (clue == null) {
return null;
}
return buildClueDetailList(singletonList(clue)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得线索分页")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<PageResult<CrmClueRespVO>> getCluePage(@Valid CrmCluePageReqVO pageVO) {
PageResult<CrmClueDO> pageResult = clueService.getCluePage(pageVO, getLoginUserId());
return success(new PageResult<>(buildClueDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出线索 Excel")
@PreAuthorize("@ss.hasPermission('crm:clue:export')")
@OperateLog(type = EXPORT)
public void exportClueExcel(@Valid CrmCluePageReqVO pageReqVO, HttpServletResponse response) throws IOException {
pageReqVO.setPageSize(PAGE_SIZE_NONE);
List<CrmClueDO> list = clueService.getCluePage(pageReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "线索.xls", "数据", CrmClueRespVO.class, buildClueDetailList(list));
}
private List<CrmClueRespVO> buildClueDetailList(List<CrmClueDO> list) {
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(list, CrmClueDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 2. 转换成 VO
return BeanUtils.toBean(list, CrmClueRespVO.class, clueVO -> {
clueVO.setAreaName(AreaUtils.format(clueVO.getAreaId()));
// 2.1 设置客户名称
MapUtils.findAndThen(customerMap, clueVO.getCustomerId(), customer -> clueVO.setCustomerName(customer.getName()));
// 2.2 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(clueVO.getCreator()),
user -> clueVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, clueVO.getOwnerUserId(), user -> {
clueVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> clueVO.setOwnerUserDeptName(dept.getName()));
});
});
}
@PutMapping("/transfer")
@Operation(summary = "线索转移")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> transferClue(@Valid @RequestBody CrmClueTransferReqVO reqVO) {
clueService.transferClue(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/transform")
@Operation(summary = "线索转化为客户")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> transformClue(@RequestParam("id") Long id) {
clueService.transformClue(id, getLoginUserId());
return success(Boolean.TRUE);
}
@GetMapping("/follow-count")
@Operation(summary = "获得分配给我的、待跟进的线索数量")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<Long> getFollowClueCount() {
return success(clueService.getFollowClueCount(getLoginUserId()));
}
}

48
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package cn.iocoder.yudao.module.crm.controller.admin.clue.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.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 线索分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmCluePageReqVO extends PageParam {
@Schema(description = "线索名称", example = "线索xxx")
private String name;
@Schema(description = "转化状态", example = "2048")
private Boolean transformStatus;
@Schema(description = "电话", example = "18000000000")
private String telephone;
@Schema(description = "手机号", example = "18000000000")
private String mobile;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
private Boolean pool; // null 则表示为不是公海数据
@Schema(description = "所属行业", example = "1")
private Integer industryId;
@Schema(description = "客户等级", example = "1")
private Integer level;
@Schema(description = "客户来源", example = "1")
private Integer source;
@Schema(description = "跟进状态", example = "true")
private Boolean followUpStatus;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - 线索 Response VO")
@Data
@ToString(callSuper = true)
@ExcelIgnoreUnannotated
public class CrmClueRespVO {
@Schema(description = "编号，主键自增", requiredMode = Schema.RequiredMode.REQUIRED, example = "10969")
@ExcelProperty("编号")
private Long id;
@Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
@ExcelProperty("线索名称")
private String name;
@Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@ExcelProperty(value = "跟进状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean followUpStatus;
@Schema(description = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "最后跟进内容", example = "吃饭、睡觉、打逗逗")
@ExcelProperty("最后跟进内容")
private String contactLastContent;
@Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "负责人编号")
private Long ownerUserId;
@Schema(description = "负责人名字", example = "25682")
@ExcelProperty("负责人名字")
private String ownerUserName;
@Schema(description = "负责人部门")
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "转化状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@ExcelProperty(value = "转化状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean transformStatus;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "520")
private Long customerId;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "客户名称")
@ExcelProperty("客户名称")
private String customerName;
@Schema(description = "手机号", example = "18000000000")
@ExcelProperty("手机号")
private String mobile;
@Schema(description = "电话", example = "18000000000")
@ExcelProperty("电话")
private String telephone;
@Schema(description = "QQ", example = "25682")
@ExcelProperty("QQ")
private String qq;
@Schema(description = "wechat", example = "25682")
@ExcelProperty("wechat")
private String wechat;
@Schema(description = "email", example = "25682")
@ExcelProperty("email")
private String email;
@Schema(description = "地区编号", example = "1024")
@ExcelProperty("地区编号")
private Integer areaId;
@Schema(description = "地区名称", example = "北京市")
@ExcelProperty("地区名称")
private String areaName;
@Schema(description = "详细地址", example = "北京市成华大道")
@ExcelProperty("详细地址")
private String detailAddress;
@Schema(description = "所属行业", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL)
private Integer level;
@Schema(description = "客户来源", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE)
private Integer source;
@Schema(description = "备注", example = "随便")
@ExcelProperty("备注")
private String remark;
@Schema(description = "创建人", example = "1024")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "芋道源码")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerIndustryParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerLevelParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerSourceParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysAreaParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.Email;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import javax.validation.constraints.Size;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
@Schema(description = "管理后台 - CRM 线索创建/更新 Request VO")
@Data
public class CrmClueSaveReqVO {
@Schema(description = "编号", example = "10969")
private Long id;
@Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
@DiffLogField(name = "线索名称")
@NotEmpty(message = "线索名称不能为空")
private String name;
@Schema(description = "最后跟进时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@DiffLogField(name = "最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
@DiffLogField(name = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactNextTime;
@Schema(description = "负责人编号", example = "2048")
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "手机号", example = "18000000000")
@DiffLogField(name = "手机号")
@Mobile
private String mobile;
@Schema(description = "电话", example = "18000000000")
@DiffLogField(name = "电话")
@Telephone
private String telephone;
@Schema(description = "QQ", example = "123456789")
@DiffLogField(name = "QQ")
@Size(max = 20, message = "QQ长度不能超过 20 个字符")
private String qq;
@Schema(description = "微信", example = "123456789")
@DiffLogField(name = "微信")
@Size(max = 255, message = "微信长度不能超过 255 个字符")
private String wechat;
@Schema(description = "邮箱", example = "123456789@qq.com")
@DiffLogField(name = "邮箱")
@Email(message = "邮箱格式不正确")
@Size(max = 255, message = "邮箱长度不能超过 255 个字符")
private String email;
@Schema(description = "地区编号", example = "20158")
@DiffLogField(name = "地区编号", function = SysAreaParseFunction.NAME)
private Integer areaId;
@Schema(description = "详细地址", example = "北京市海淀区")
@DiffLogField(name = "详细地址")
private String detailAddress;
@Schema(description = "所属行业", example = "1")
@DiffLogField(name = "所属行业", function = CrmCustomerIndustryParseFunction.NAME)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", example = "2")
@DiffLogField(name = "客户等级", function = CrmCustomerLevelParseFunction.NAME)
@InEnum(CrmCustomerLevelEnum.class)
private Integer level;
@Schema(description = "客户来源", example = "3")
@DiffLogField(name = "客户来源", function = CrmCustomerSourceParseFunction.NAME)
private Integer source;
@Schema(description = "客户描述", example = "任意文字")
@DiffLogField(name = "客户描述")
@Size(max = 4096, message = "客户描述长度不能超过 4096 个字符")
private String description;
@Schema(description = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.*;
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.CrmContactBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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.tags.Tag;
import lombok.extern.slf4j.Slf4j;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
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 联系人")
@RestController
@RequestMapping("/crm/contact")
@Validated
@Slf4j
public class CrmContactController {
@Resource
private CrmContactService contactService;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmContactBusinessService contactBusinessLinkService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建联系人")
@PreAuthorize("@ss.hasPermission('crm:contact:create')")
public CommonResult<Long> createContact(@Valid @RequestBody CrmContactSaveReqVO createReqVO) {
return success(contactService.createContact(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新联系人")
@OperateLog(enable = false)
@PreAuthorize("@ss.hasPermission('crm:contact:update')")
public CommonResult<Boolean> updateContact(@Valid @RequestBody CrmContactSaveReqVO updateReqVO) {
contactService.updateContact(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除联系人")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contact:delete')")
public CommonResult<Boolean> deleteContact(@RequestParam("id") Long id) {
contactService.deleteContact(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得联系人")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<CrmContactRespVO> getContact(@RequestParam("id") Long id) {
CrmContactDO contact = contactService.getContact(id);
return success(buildContactDetail(contact));
}
private CrmContactRespVO buildContactDetail(CrmContactDO contact) {
if (contact == null) {
return null;
}
return buildContactDetailList(singletonList(contact)).get(0);
}
@GetMapping("/simple-all-list")
@Operation(summary = "获得联系人的精简列表")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmContactRespVO>> getSimpleContactList() {
List<CrmContactDO> list = contactService.getContactList(getLoginUserId());
return success(convertList(list, contact -> // 只返回 id、name 字段
new CrmContactRespVO().setId(contact.getId()).setName(contact.getName())
.setCustomerId(contact.getCustomerId())));
}
@GetMapping("/page")
@Operation(summary = "获得联系人分页")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<PageResult<CrmContactRespVO>> getContactPage(@Valid CrmContactPageReqVO pageVO) {
PageResult<CrmContactDO> pageResult = contactService.getContactPage(pageVO, getLoginUserId());
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得联系人分页，基于指定客户")
public CommonResult<PageResult<CrmContactRespVO>> getContactPageByCustomer(@Valid CrmContactPageReqVO pageVO) {
Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmContactDO> pageResult = contactService.getContactPageByCustomerId(pageVO);
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-business")
@Operation(summary = "获得联系人分页，基于指定商机")
public CommonResult<PageResult<CrmContactRespVO>> getContactPageByBusiness(@Valid CrmContactPageReqVO pageVO) {
Assert.notNull(pageVO.getBusinessId(), "商机编号不能为空");
PageResult<CrmContactDO> pageResult = contactService.getContactPageByBusinessId(pageVO);
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出联系人 Excel")
@PreAuthorize("@ss.hasPermission('crm:contact:export')")
@OperateLog(type = EXPORT)
public void exportContactExcel(@Valid CrmContactPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageNo(PAGE_SIZE_NONE);
List<CrmContactDO> list = contactService.getContactPage(exportReqVO, getLoginUserId()).getList();
ExcelUtils.write(response, "联系人.xls", "数据", CrmContactRespVO.class, buildContactDetailList(list));
}
private List<CrmContactRespVO> buildContactDetailList(List<CrmContactDO> contactList) {
if (CollUtil.isEmpty(contactList)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(contactList, CrmContactDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(contactList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 直属上级 Map
Map<Long, CrmContactDO> parentContactMap = contactService.getContactMap(
convertSet(contactList, CrmContactDO::getParentId));
// 2. 转换成 VO
return BeanUtils.toBean(contactList, CrmContactRespVO.class, contactVO -> {
contactVO.setAreaName(AreaUtils.format(contactVO.getAreaId()));
// 2.1 设置客户名称
MapUtils.findAndThen(customerMap, contactVO.getCustomerId(), customer -> contactVO.setCustomerName(customer.getName()));
// 2.2 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(contactVO.getCreator()),
user -> contactVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, contactVO.getOwnerUserId(), user -> {
contactVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> contactVO.setOwnerUserDeptName(dept.getName()));
});
// 2.3 设置直属上级名称
findAndThen(parentContactMap, contactVO.getParentId(), contact -> contactVO.setParentName(contact.getName()));
});
}
@PutMapping("/transfer")
@Operation(summary = "联系人转移")
@PreAuthorize("@ss.hasPermission('crm:contact:update')")
public CommonResult<Boolean> transferContact(@Valid @RequestBody CrmContactTransferReqVO reqVO) {
contactService.transferContact(reqVO, getLoginUserId());
return success(true);
}
// ================== 关联/取关商机 ===================
@PostMapping("/create-business-list")
@Operation(summary = "创建联系人与商机的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:create-business')")
public CommonResult<Boolean> createContactBusinessList(@Valid @RequestBody CrmContactBusinessReqVO createReqVO) {
contactBusinessLinkService.createContactBusinessList(createReqVO);
return success(true);
}
@PostMapping("/create-business-list2")
@Operation(summary = "创建联系人与商机的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:create-business')")
public CommonResult<Boolean> createContactBusinessList2(@Valid @RequestBody CrmContactBusiness2ReqVO createReqVO) {
contactBusinessLinkService.createContactBusinessList2(createReqVO);
return success(true);
}
@DeleteMapping("/delete-business-list")
@Operation(summary = "删除联系人与联系人的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:delete-business')")
public CommonResult<Boolean> deleteContactBusinessList(@Valid @RequestBody CrmContactBusinessReqVO deleteReqVO) {
contactBusinessLinkService.deleteContactBusinessList(deleteReqVO);
return success(true);
}
@DeleteMapping("/delete-business-list2")
@Operation(summary = "删除联系人与联系人的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:delete-business')")
public CommonResult<Boolean> deleteContactBusinessList(@Valid @RequestBody CrmContactBusiness2ReqVO deleteReqVO) {
contactBusinessLinkService.deleteContactBusinessList2(deleteReqVO);
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.util.List;
@Schema(description = "管理后台 - CRM 联系人商机 Request VO") // 【商机关联联系人】用于关联，取消关联的操作
@Data
public class CrmContactBusiness2ReqVO {
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "7638")
@NotNull(message="商机不能为空")
private Long businessId;
@Schema(description = "联系人编号数组", requiredMode = Schema.RequiredMode.REQUIRED, example = "20878")
@NotEmpty(message="联系人数组不能为空")
private List<Long> contactIds;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.util.List;
@Schema(description = "管理后台 - CRM 联系人商机 Request VO") // 【联系人关联商机】用于关联，取消关联的操作
@Data
public class CrmContactBusinessReqVO {
@Schema(description = "联系人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20878")
@NotNull(message="联系人不能为空")
private Long contactId;
@Schema(description = "商机编号数组", requiredMode = Schema.RequiredMode.REQUIRED, example = "7638")
@NotEmpty(message="商机不能为空")
private List<Long> businessIds;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.contact.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.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 联系人分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmContactPageReqVO extends PageParam {
@Schema(description = "姓名", example = "芋艿")
private String name;
@Schema(description = "客户编号", example = "10795")
private Long customerId;
@Schema(description = "手机号", example = "13898273941")
private String mobile;
@Schema(description = "电话", example = "021-383773")
private String telephone;
@Schema(description = "电子邮箱", example = "111@22.com")
private String email;
@Schema(description = "QQ", example = "3882872")
private Long qq;
@Schema(description = "微信", example = "zzZ98373")
private String wechat;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "商机编号", example = "10430")
private Long businessId;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 联系人 Response VO")
@Data
@ToString(callSuper = true)
@ExcelIgnoreUnannotated
public class CrmContactRespVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "3167")
private Long id;
@Schema(description = "联系人姓名", example = "芋艿")
@ExcelProperty(value = "联系人姓名", order = 1)
private String name;
@Schema(description = "客户编号", example = "10795")
private Long customerId;
@ExcelProperty(value = "客户名称", order = 2)
@Schema(description = "客户名字", example = "test")
private String customerName;
@Schema(description = "最后跟进时间")
@ExcelProperty(value = "最后跟进时间", order = 6)
private LocalDateTime contactLastTime;
@Schema(description = "最后跟进内容")
@ExcelProperty(value = "最后跟进内容", order = 6)
private String contactLastContent;
@Schema(description = "下次联系时间")
@ExcelProperty(value = "下次联系时间", order = 6)
private LocalDateTime contactNextTime;
@Schema(description = "负责人编号")
private Long ownerUserId;
@Schema(description = "负责人名字", example = "25682")
@ExcelProperty("负责人名字")
private String ownerUserName;
@Schema(description = "负责人部门")
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "手机号", example = "1387171766")
@ExcelProperty(value = "手机号", order = 4)
private String mobile;
@Schema(description = "电话", example = "021-0029922")
@ExcelProperty(value = "电话", order = 4)
private String telephone;
@Schema(description = "电子邮箱", example = "1111@22.com")
@ExcelProperty(value = "邮箱", order = 4)
private String email;
@Schema(description = "QQ", example = "197272662")
@ExcelProperty(value = "QQ", order = 4)
private Long qq;
@Schema(description = "微信", example = "zzz3883")
@ExcelProperty(value = "微信", order = 4)
private String wechat;
@Schema(description = "地区编号", example = "20158")
private Integer areaId;
@Schema(description = "地区名", example = "上海上海市浦东新区")
@ExcelProperty(value = "地区", order = 5)
private String areaName;
@Schema(description = "地址")
@ExcelProperty(value = "地址", order = 5)
private String detailAddress;
@Schema(description = "性别")
@ExcelProperty(value = "性别", converter = DictConvert.class, order = 3)
@DictFormat(cn.iocoder.yudao.module.system.enums.DictTypeConstants.USER_SEX)
private Integer sex;
@Schema(description = "是否关键决策人")
@ExcelProperty(value = "是否关键决策人", converter = DictConvert.class, order = 3)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean master;
@Schema(description = "职位")
@ExcelProperty(value = "职位", order = 3)
private String post;
@Schema(description = "直属上级", example = "23457")
private Long parentId;
@Schema(description = "直属上级名", example = "芋头")
@ExcelProperty(value = "直属上级", order = 4)
private String parentName;
@Schema(description = "备注", example = "你说的对")
@ExcelProperty(value = "备注", order = 6)
private String remark;
@Schema(description = "创建人", example = "25682")
private String creator;
@Schema(description = "创建人名字", example = "test")
@ExcelProperty(value = "创建人", order = 8)
private String creatorName;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.*;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.Email;
import javax.validation.constraints.NotNull;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY;
@Schema(description = "管理后台 - CRM 联系人创建/更新 Request VO")
@Data
public class CrmContactSaveReqVO {
@Schema(description = "主键", example = "3167")
private Long id;
@Schema(description = "姓名", example = "芋艿")
@NotNull(message = "姓名不能为空")
@DiffLogField(name = "姓名")
private String name;
@Schema(description = "客户编号", example = "10795")
@NotNull(message = "客户编号不能为空")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
private Long customerId;
@Schema(description = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY)
@DiffLogField(name = "下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "负责人用户编号", example = "14334")
@NotNull(message = "负责人不能为空")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
private Long ownerUserId;
@Schema(description = "手机号", example = "1387171766")
@Mobile
@DiffLogField(name = "手机号")
private String mobile;
@Schema(description = "电话", example = "021-0029922")
@Telephone
@DiffLogField(name = "电话")
private String telephone;
@Schema(description = "QQ", example = "197272662")
@DiffLogField(name = "QQ")
private Long qq;
@Schema(description = "微信", example = "zzz3883")
@DiffLogField(name = "微信")
private String wechat;
@Schema(description = "电子邮箱", example = "1111@22.com")
@DiffLogField(name = "邮箱")
@Email
private String email;
@Schema(description = "地区编号", example = "20158")
@DiffLogField(name = "所在地", function = SysAreaParseFunction.NAME)
private Integer areaId;
@Schema(description = "地址")
@DiffLogField(name = "地址")
private String detailAddress;
@Schema(description = "性别")
@DiffLogField(name = "性别", function = SysSexParseFunction.NAME)
private Integer sex;
@Schema(description = "是否关键决策人")
@DiffLogField(name = "关键决策人", function = SysBooleanParseFunction.NAME)
private Boolean master;
@Schema(description = "职位")
@DiffLogField(name = "职位")
private String post;
@Schema(description = "直属上级", example = "23457")
@DiffLogField(name = "直属上级", function = CrmContactParseFunction.NAME)
private Long parentId;
@Schema(description = "备注", example = "你说的对")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "关联商机 ID", example = "122233")
private Long businessId; // 注意：该字段用于在【商机】详情界面「新建联系人」时，自动进行关联
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config.CrmContractConfigRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config.CrmContractConfigSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractConfigDO;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractConfigService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 合同配置")
@RestController
@RequestMapping("/crm/contract-config")
@Validated
public class CrmContractConfigController {
@Resource
private CrmContractConfigService contractConfigService;
@GetMapping("/get")
@Operation(summary = "获取合同配置")
@PreAuthorize("@ss.hasPermission('crm:contract-config:query')")
public CommonResult<CrmContractConfigRespVO> getCustomerPoolConfig() {
CrmContractConfigDO config = contractConfigService.getContractConfig();
return success(BeanUtils.toBean(config, CrmContractConfigRespVO.class));
}
@PutMapping("/save")
@Operation(summary = "更新合同配置")
@PreAuthorize("@ss.hasPermission('crm:contract-config:update')")
public CommonResult<Boolean> saveCustomerPoolConfig(@Valid @RequestBody CrmContractConfigSaveReqVO updateReqVO) {
contractConfigService.saveContractConfig(updateReqVO);
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.contract.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.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.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.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
import cn.iocoder.yudao.module.crm.service.receivable.CrmReceivableService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.math.BigDecimal;
import java.util.Collections;
import java.util.List;
import java.util.Map;
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
@RequestMapping("/crm/contract")
@Validated
public class CrmContractController {
@Resource
private CrmContractService contractService;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmContactService contactService;
@Resource
private CrmBusinessService businessService;
@Resource
private CrmProductService productService;
@Resource
private CrmReceivableService receivableService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建合同")
@PreAuthorize("@ss.hasPermission('crm:contract:create')")
public CommonResult<Long> createContract(@Valid @RequestBody CrmContractSaveReqVO createReqVO) {
return success(contractService.createContract(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新合同")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> updateContract(@Valid @RequestBody CrmContractSaveReqVO updateReqVO) {
contractService.updateContract(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除合同")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contract:delete')")
public CommonResult<Boolean> deleteContract(@RequestParam("id") Long id) {
contractService.deleteContract(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得合同")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<CrmContractRespVO> getContract(@RequestParam("id") Long id) {
CrmContractDO contract = contractService.getContract(id);
return success(buildContractDetail(contract));
}
private CrmContractRespVO buildContractDetail(CrmContractDO contract) {
if (contract == null) {
return null;
}
CrmContractRespVO contractVO = buildContractDetailList(singletonList(contract)).get(0);
// 拼接产品项
List<CrmContractProductDO> businessProducts = contractService.getContractProductListByContractId(contractVO.getId());
Map<Long, CrmProductDO> productMap = productService.getProductMap(
convertSet(businessProducts, CrmContractProductDO::getProductId));
contractVO.setProducts(BeanUtils.toBean(businessProducts, CrmContractRespVO.Product.class, businessProductVO ->
MapUtils.findAndThen(productMap, businessProductVO.getProductId(),
product -> businessProductVO.setProductName(product.getName())
.setProductNo(product.getNo()).setProductUnit(product.getUnit()))));
return contractVO;
}
@GetMapping("/page")
@Operation(summary = "获得合同分页")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<PageResult<CrmContractRespVO>> getContractPage(@Valid CrmContractPageReqVO pageVO) {
PageResult<CrmContractDO> pageResult = contractService.getContractPage(pageVO, getLoginUserId());
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得合同分页，基于指定客户")
public CommonResult<PageResult<CrmContractRespVO>> getContractPageByCustomer(@Valid CrmContractPageReqVO pageVO) {
Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomerId(pageVO);
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/page-by-business")
@Operation(summary = "获得合同分页，基于指定商机")
public CommonResult<PageResult<CrmContractRespVO>> getContractPageByBusiness(@Valid CrmContractPageReqVO pageVO) {
Assert.notNull(pageVO.getBusinessId(), "商机编号不能为空");
PageResult<CrmContractDO> pageResult = contractService.getContractPageByBusinessId(pageVO);
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/export-excel")
@Operation(summary = "导出合同 Excel")
@PreAuthorize("@ss.hasPermission('crm:contract:export')")
@OperateLog(type = EXPORT)
public void exportContractExcel(@Valid CrmContractPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
PageResult<CrmContractDO> pageResult = contractService.getContractPage(exportReqVO, getLoginUserId());
// 导出 Excel
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);
}
private List<CrmContractRespVO> buildContractDetailList(List<CrmContractDO> contractList) {
if (CollUtil.isEmpty(contractList)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(contractList, CrmContractDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(contractList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 获取联系人
Map<Long, CrmContactDO> contactMap = convertMap(contactService.getContactList(convertSet(contractList,
CrmContractDO::getSignContactId)), CrmContactDO::getId);
// 1.4 获取商机
Map<Long, CrmBusinessDO> businessMap = businessService.getBusinessMap(
convertSet(contractList, CrmContractDO::getBusinessId));
// 1.5 获得已回款金额
Map<Long, BigDecimal> receivablePriceMap = receivableService.getReceivablePriceMapByContractId(
convertSet(contractList, CrmContractDO::getId));
// 2. 拼接数据
return BeanUtils.toBean(contractList, CrmContractRespVO.class, contractVO -> {
// 2.1 设置客户信息
findAndThen(customerMap, contractVO.getCustomerId(), customer -> contractVO.setCustomerName(customer.getName()));
// 2.2 设置用户信息
findAndThen(userMap, Long.parseLong(contractVO.getCreator()), user -> contractVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, contractVO.getOwnerUserId(), user -> {
contractVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> contractVO.setOwnerUserDeptName(dept.getName()));
});
findAndThen(userMap, contractVO.getSignUserId(), user -> contractVO.setSignUserName(user.getNickname()));
// 2.3 设置联系人信息
findAndThen(contactMap, contractVO.getSignContactId(), contact -> contractVO.setSignContactName(contact.getName()));
// 2.4 设置商机信息
findAndThen(businessMap, contractVO.getBusinessId(), business -> contractVO.setBusinessName(business.getName()));
// 2.5 设置已回款金额
contractVO.setTotalReceivablePrice(receivablePriceMap.getOrDefault(contractVO.getId(), BigDecimal.ZERO));
});
}
@GetMapping("/audit-count")
@Operation(summary = "获得待审核合同数量")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<Long> getAuditContractCount() {
return success(contractService.getAuditContractCount(getLoginUserId()));
}
@GetMapping("/remind-count")
@Operation(summary = "获得即将到期（提醒）的合同数量")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<Long> getRemindContractCount() {
return success(contractService.getRemindContractCount(getLoginUserId()));
}
@GetMapping("/simple-list")
@Operation(summary = "获得合同精简列表", description = "只包含的合同，主要用于前端的下拉选项")
@Parameter(name = "customerId", description = "客户编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<List<CrmContractRespVO>> getContractSimpleList(@RequestParam("customerId") Long customerId) {
CrmContractPageReqVO pageReqVO = new CrmContractPageReqVO().setCustomerId(customerId);
pageReqVO.setPageSize(PageParam.PAGE_SIZE_NONE); // 不分页
PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomerId(pageReqVO);
if (CollUtil.isEmpty(pageResult.getList())) {
return success(Collections.emptyList());
}
// 拼接数据
Map<Long, BigDecimal> receivablePriceMap = receivableService.getReceivablePriceMapByContractId(
convertSet(pageResult.getList(), CrmContractDO::getId));
return success(convertList(pageResult.getList(), contract -> new CrmContractRespVO() // 只返回 id、name 等精简字段
.setId(contract.getId()).setName(contract.getName()).setAuditStatus(contract.getAuditStatus())
.setTotalPrice(contract.getTotalPrice())
.setTotalReceivablePrice(receivablePriceMap.getOrDefault(contract.getId(), BigDecimal.ZERO))));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 合同配置 Response VO")
@Data
public class CrmContractConfigRespVO {
@Schema(description = "是否开启提前提醒", example = "true")
private Boolean notifyEnabled;
@Schema(description = "提前提醒天数", example = "2")
private Integer notifyDays;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config;
import cn.hutool.core.util.BooleanUtil;
import com.fasterxml.jackson.annotation.JsonIgnore;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.AssertTrue;
import java.util.Objects;
@Schema(description = "管理后台 - CRM 合同配置 Request VO")
@Data
public class CrmContractConfigSaveReqVO {
@Schema(description = "是否开启提前提醒", example = "true")
@DiffLogField(name = "是否开启提前提醒")
private Boolean notifyEnabled;
@Schema(description = "提前提醒天数", example = "2")
@DiffLogField(name = "提前提醒天数")
private Integer notifyDays;
@AssertTrue(message = "提前提醒天数不能为空")
@JsonIgnore
public boolean isNotifyDaysValid() {
if (!BooleanUtil.isTrue(getNotifyEnabled())) {
return true;
}
return Objects.nonNull(getNotifyDays());
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
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;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 合同分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@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")
private String no;
@Schema(description = "合同名称", example = "王五")
private String name;
@Schema(description = "客户编号", example = "18336")
private Long customerId;
@Schema(description = "商机编号", example = "10864")
private Long businessId;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
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")
private Integer expiryType; // 过期类型，为 null 时则表示全部
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - CRM 合同 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmContractRespVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@ExcelProperty("合同编号")
private Long id;
@Schema(description = "合同名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@ExcelProperty("合同名称")
private String name;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20230101")
@ExcelProperty("合同编号")
private String no;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "18336")
@ExcelProperty("客户编号")
private Long customerId;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "18336")
@ExcelProperty("客户名称")
private String customerName;
@Schema(description = "商机编号", example = "10864")
@ExcelProperty("商机编号")
private Long businessId;
@Schema(description = "商机名称", example = "10864")
@ExcelProperty("商机名称")
private String businessName;
@Schema(description = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@Schema(description = "负责人名字", example = "25682")
@ExcelProperty("负责人名字")
private String ownerUserName;
@Schema(description = "负责人部门")
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "工作流编号", example = "1043")
@ExcelProperty("工作流编号")
private String processInstanceId;
@Schema(description = "审批状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
@ExcelProperty("审批状态")
private Integer auditStatus;
@Schema(description = "下单日期", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("下单日期")
private LocalDateTime orderDate;
@Schema(description = "开始时间")
@ExcelProperty("开始时间")
private LocalDateTime startTime;
@Schema(description = "结束时间")
@ExcelProperty("结束时间")
private LocalDateTime endTime;
@Schema(description = "产品总金额", example = "19510")
@ExcelProperty("产品总金额")
private BigDecimal totalProductPrice;
@Schema(description = "整单折扣")
@ExcelProperty("整单折扣")
private BigDecimal discountPercent;
@Schema(description = "合同金额", example = "5617")
@ExcelProperty("合同金额")
private BigDecimal totalPrice;
@Schema(description = "已回款金额", example = "5617")
@ExcelProperty("已回款金额")
private BigDecimal totalReceivablePrice;
@Schema(description = "客户签约人编号", example = "18546")
private Long signContactId;
@Schema(description = "客户签约人", example = "小豆")
@ExcelProperty("客户签约人")
private String signContactName;
@Schema(description = "公司签约人", example = "14036")
private Long signUserId;
@Schema(description = "公司签约人", example = "小明")
@ExcelProperty("公司签约人")
private String signUserName;
@Schema(description = "备注", example = "你猜")
@ExcelProperty("备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "创建人", example = "25682")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "test")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
@Schema(description = "产品列表")
private List<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "888")
private Long id;
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private Long productId;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private String productName;
@Schema(description = "产品条码", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private String productNo;
@Schema(description = "产品单位", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private Integer productUnit;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal productPrice;
@Schema(description = "合同价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal contractPrice;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
private BigDecimal count;
@Schema(description = "总计价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal totalPrice;
}
}

111
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractSaveReqVO.java
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@ -1,111 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmBusinessParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmContactParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysAdminUserParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 合同创建/更新 Request VO")
@Data
public class CrmContractSaveReqVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private Long id;
@Schema(description = "合同名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@DiffLogField(name = "合同名称")
@NotNull(message = "合同名称不能为空")
private String name;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "18336")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
@NotNull(message = "客户编号不能为空")
private Long customerId;
@Schema(description = "商机编号", example = "10864")
@DiffLogField(name = "商机", function = CrmBusinessParseFunction.NAME)
private Long businessId;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "17144")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
@NotNull(message = "负责人不能为空")
private Long ownerUserId;
@Schema(description = "下单日期", requiredMode = Schema.RequiredMode.REQUIRED)
@DiffLogField(name = "下单日期")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@NotNull(message = "下单日期不能为空")
private LocalDateTime orderDate;
@Schema(description = "开始时间")
@DiffLogField(name = "开始时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime startTime;
@Schema(description = "结束时间")
@DiffLogField(name = "结束时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime endTime;
@Schema(description = "整单折扣", requiredMode = Schema.RequiredMode.REQUIRED, example = "55.00")
@DiffLogField(name = "整单折扣")
@NotNull(message = "整单折扣不能为空")
private BigDecimal discountPercent;
@Schema(description = "合同金额", example = "5617")
@DiffLogField(name = "合同金额")
private BigDecimal totalPrice;
@Schema(description = "客户签约人编号", example = "18546")
@DiffLogField(name = "客户签约人", function = CrmContactParseFunction.NAME)
private Long signContactId;
@Schema(description = "公司签约人", example = "14036")
@DiffLogField(name = "公司签约人", function = SysAdminUserParseFunction.NAME)
private Long signUserId;
@Schema(description = "备注", example = "你猜")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "产品列表")
private List<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")
private Long productId;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "产品单价不能为空")
private BigDecimal productPrice;
@Schema(description = "合同价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "合同价格不能为空")
private BigDecimal contractPrice;
@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;
}
}

26
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractTransferReqVO.java
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@ -1,26 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 合同转移 Request VO")
@Data
public class CrmContractTransferReqVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "联系人编号不能为空")
private Long id;
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")
private Long newOwnerUserId;
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(value = CrmPermissionLevelEnum.class)
private Integer oldOwnerPermissionLevel;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.map.MapUtil;
import cn.iocoder.yudao.framework.common.core.KeyValue;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
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.enums.ExcelColumn;
import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
import cn.iocoder.yudao.framework.ip.core.Area;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerPoolConfigService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import cn.iocoder.yudao.module.system.api.dict.DictDataApi;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.Arrays;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.*;
import static java.util.Collections.singletonList;
@Tag(name = "管理后台 - CRM 客户")
@RestController
@RequestMapping("/crm/customer")
@Validated
public class CrmCustomerController {
@Resource
private CrmCustomerService customerService;
@Resource
private CrmCustomerPoolConfigService customerPoolConfigService;
@Resource
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DictDataApi dictDataApi;
@PostMapping("/create")
@Operation(summary = "创建客户")
@PreAuthorize("@ss.hasPermission('crm:customer:create')")
public CommonResult<Long> createCustomer(@Valid @RequestBody CrmCustomerSaveReqVO createReqVO) {
return success(customerService.createCustomer(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> updateCustomer(@Valid @RequestBody CrmCustomerSaveReqVO updateReqVO) {
customerService.updateCustomer(updateReqVO);
return success(true);
}
@PutMapping("/update-deal-status")
@Operation(summary = "更新客户的成交状态")
@Parameters({
@Parameter(name = "id", description = "客户编号", required = true),
@Parameter(name = "dealStatus", description = "成交状态", required = true)
})
public CommonResult<Boolean> updateCustomerDealStatus(@RequestParam("id") Long id,
@RequestParam("dealStatus") Boolean dealStatus) {
customerService.updateCustomerDealStatus(id, dealStatus);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除客户")
@Parameter(name = "id", description = "客户编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:customer:delete')")
public CommonResult<Boolean> deleteCustomer(@RequestParam("id") Long id) {
customerService.deleteCustomer(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得客户")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<CrmCustomerRespVO> getCustomer(@RequestParam("id") Long id) {
// 1. 获取客户
CrmCustomerDO customer = customerService.getCustomer(id);
// 2. 拼接数据
return success(buildCustomerDetail(customer));
}
public CrmCustomerRespVO buildCustomerDetail(CrmCustomerDO customer) {
if (customer == null) {
return null;
}
return buildCustomerDetailList(singletonList(customer)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得客户分页")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
// 1. 查询客户分页
PageResult<CrmCustomerDO> pageResult = customerService.getCustomerPage(pageVO, getLoginUserId());
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 2. 拼接数据
return success(new PageResult<>(buildCustomerDetailList(pageResult.getList()), pageResult.getTotal()));
}
public List<CrmCustomerRespVO> buildCustomerDetailList(List<CrmCustomerDO> list) {
if (CollUtil.isEmpty(list)) {
return java.util.Collections.emptyList();
}
// 1.1 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.2 获取距离进入公海的时间
Map<Long, Long> poolDayMap = getPoolDayMap(list);
// 2. 转换成 VO
return BeanUtils.toBean(list, CrmCustomerRespVO.class, customerVO -> {
customerVO.setAreaName(AreaUtils.format(customerVO.getAreaId()));
// 2.1 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(customerVO.getCreator()),
user -> customerVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, customerVO.getOwnerUserId(), user -> {
customerVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> customerVO.setOwnerUserDeptName(dept.getName()));
});
// 2.2 设置距离进入公海的时间
if (customerVO.getOwnerUserId() != null) {
customerVO.setPoolDay(poolDayMap.get(customerVO.getId()));
}
});
}
@GetMapping("/put-pool-remind-page")
@Operation(summary = "获得待进入公海客户分页")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getPutPoolRemindCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
// 1. 查询客户分页
PageResult<CrmCustomerDO> pageResult = customerService.getPutPoolRemindCustomerPage(pageVO, getLoginUserId());
// 2. 拼接数据
return success(new PageResult<>(buildCustomerDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/put-pool-remind-count")
@Operation(summary = "获得待进入公海客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getPutPoolRemindCustomerCount() {
return success(customerService.getPutPoolRemindCustomerCount(getLoginUserId()));
}
@GetMapping("/today-contact-count")
@Operation(summary = "获得今日需联系客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getTodayContactCustomerCount() {
return success(customerService.getTodayContactCustomerCount(getLoginUserId()));
}
@GetMapping("/follow-count")
@Operation(summary = "获得分配给我、待跟进的线索数量的客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getFollowCustomerCount() {
return success(customerService.getFollowCustomerCount(getLoginUserId()));
}
/**
* 获取距离进入公海的时间 Map
*
* @param list 客户列表
* @return key 客户编号, value 距离进入公海的时间
*/
private Map<Long, Long> getPoolDayMap(List<CrmCustomerDO> list) {
CrmCustomerPoolConfigDO poolConfig = customerPoolConfigService.getCustomerPoolConfig();
if (poolConfig == null || !poolConfig.getEnabled()) {
return MapUtil.empty();
}
list = CollectionUtils.filterList(list, customer -> {
// 特殊：如果没负责人，则说明已经在公海，不用计算
if (customer.getOwnerUserId() == null) {
return false;
}
// 已成交 or 已锁定，不进入公海
return !customer.getDealStatus() && !customer.getLockStatus();
});
return convertMap(list, CrmCustomerDO::getId, customer -> {
// 1.1 未成交放入公海天数
long dealExpireDay = poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getOwnerTime());
// 1.2 未跟进放入公海天数
LocalDateTime lastTime = customer.getOwnerTime();
if (customer.getContactLastTime() != null && customer.getContactLastTime().isAfter(lastTime)) {
lastTime = customer.getContactLastTime();
}
long contactExpireDay = poolConfig.getContactExpireDays() - LocalDateTimeUtils.between(lastTime);
// 2. 返回最小的天数
long poolDay = Math.min(dealExpireDay, contactExpireDay);
return poolDay > 0 ? poolDay : 0;
});
}
@GetMapping(value = "/simple-list")
@Operation(summary = "获取客户精简信息列表", description = "只包含有读权限的客户，主要用于前端的下拉选项")
public CommonResult<List<CrmCustomerRespVO>> getCustomerSimpleList() {
CrmCustomerPageReqVO reqVO = new CrmCustomerPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
List<CrmCustomerDO> list = customerService.getCustomerPage(reqVO, getLoginUserId()).getList();
return success(convertList(list, customer -> // 只返回 id、name 精简字段
new CrmCustomerRespVO().setId(customer.getId()).setName(customer.getName())));
}
@GetMapping("/export-excel")
@Operation(summary = "导出客户 Excel")
@PreAuthorize("@ss.hasPermission('crm:customer:export')")
@OperateLog(type = EXPORT)
public void exportCustomerExcel(@Valid CrmCustomerPageReqVO pageVO,
HttpServletResponse response) throws IOException {
pageVO.setPageSize(PAGE_SIZE_NONE); // 不分页
List<CrmCustomerDO> list = customerService.getCustomerPage(pageVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "客户.xls", "数据", CrmCustomerRespVO.class,
buildCustomerDetailList(list));
}
@GetMapping("/get-import-template")
@Operation(summary = "获得导入客户模板")
public void importTemplate(HttpServletResponse response) throws IOException {
// 手动创建导出 demo
List<CrmCustomerImportExcelVO> list = Arrays.asList(
CrmCustomerImportExcelVO.builder().name("芋道").industryId(1).level(1).source(1)
.mobile("15601691300").telephone("").qq("").wechat("").email("yunai@iocoder.cn")
.areaId(null).detailAddress("").remark("").build(),
CrmCustomerImportExcelVO.builder().name("源码").industryId(1).level(1).source(1)
.mobile("15601691300").telephone("").qq("").wechat("").email("yunai@iocoder.cn")
.areaId(null).detailAddress("").remark("").build()
);
// 输出
ExcelUtils.write(response, "客户导入模板.xls", "客户列表", CrmCustomerImportExcelVO.class, list, builderSelectMap());
}
private List<KeyValue<ExcelColumn, List<String>>> builderSelectMap() {
List<KeyValue<ExcelColumn, List<String>>> selectMap = new ArrayList<>();
// 获取地区下拉数据
// TODO @puhui999：嘿嘿，这里改成省份、城市、区域，三个选项，难度大么？
Area area = AreaUtils.getArea(Area.ID_CHINA);
selectMap.add(new KeyValue<>(ExcelColumn.G, AreaUtils.getAreaNodePathList(area.getChildren())));
// 获取客户所属行业
List<String> customerIndustries = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_INDUSTRY);
selectMap.add(new KeyValue<>(ExcelColumn.I, customerIndustries));
// 获取客户等级
List<String> customerLevels = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_LEVEL);
selectMap.add(new KeyValue<>(ExcelColumn.J, customerLevels));
// 获取客户来源
List<String> customerSources = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_SOURCE);
selectMap.add(new KeyValue<>(ExcelColumn.K, customerSources));
return selectMap;
}
@PostMapping("/import")
@Operation(summary = "导入客户")
@PreAuthorize("@ss.hasPermission('system:customer:import')")
public CommonResult<CrmCustomerImportRespVO> importExcel(@Valid @RequestBody CrmCustomerImportReqVO importReqVO)
throws Exception {
List<CrmCustomerImportExcelVO> list = ExcelUtils.read(importReqVO.getFile(), CrmCustomerImportExcelVO.class);
return success(customerService.importCustomerList(list, importReqVO));
}
@PutMapping("/transfer")
@Operation(summary = "转移客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> transferCustomer(@Valid @RequestBody CrmCustomerTransferReqVO reqVO) {
customerService.transferCustomer(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/lock")
@Operation(summary = "锁定/解锁客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> lockCustomer(@Valid @RequestBody CrmCustomerLockReqVO lockReqVO) {
customerService.lockCustomer(lockReqVO, getLoginUserId());
return success(true);
}
// ==================== 公海相关操作 ====================
@PutMapping("/put-pool")
@Operation(summary = "数据放入公海")
@Parameter(name = "id", description = "客户编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> putCustomerPool(@RequestParam("id") Long id) {
customerService.putCustomerPool(id);
return success(true);
}
@PutMapping("/receive")
@Operation(summary = "领取公海客户")
@Parameter(name = "ids", description = "编号数组", required = true, example = "1,2,3")
@PreAuthorize("@ss.hasPermission('crm:customer:receive')")
public CommonResult<Boolean> receiveCustomer(@RequestParam(value = "ids") List<Long> ids) {
customerService.receiveCustomer(ids, getLoginUserId(), Boolean.TRUE);
return success(true);
}
@PutMapping("/distribute")
@Operation(summary = "分配公海给对应负责人")
@PreAuthorize("@ss.hasPermission('crm:customer:distribute')")
public CommonResult<Boolean> distributeCustomer(@Valid @RequestBody CrmCustomerDistributeReqVO distributeReqVO) {
customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId(), Boolean.FALSE);
return success(true);
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerLimitConfigController.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig.CrmCustomerLimitConfigPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig.CrmCustomerLimitConfigRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig.CrmCustomerLimitConfigSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerLimitConfigService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.Collection;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
@Tag(name = "管理后台 - CRM 客户限制配置")
@RestController
@RequestMapping("/crm/customer-limit-config")
@Validated
public class CrmCustomerLimitConfigController {
@Resource
private CrmCustomerLimitConfigService customerLimitConfigService;
@Resource
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建客户限制配置")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:create')")
public CommonResult<Long> createCustomerLimitConfig(@Valid @RequestBody CrmCustomerLimitConfigSaveReqVO createReqVO) {
return success(customerLimitConfigService.createCustomerLimitConfig(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新客户限制配置")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:update')")
public CommonResult<Boolean> updateCustomerLimitConfig(@Valid @RequestBody CrmCustomerLimitConfigSaveReqVO updateReqVO) {
customerLimitConfigService.updateCustomerLimitConfig(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除客户限制配置")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:delete')")
public CommonResult<Boolean> deleteCustomerLimitConfig(@RequestParam("id") Long id) {
customerLimitConfigService.deleteCustomerLimitConfig(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得客户限制配置")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:query')")
public CommonResult<CrmCustomerLimitConfigRespVO> getCustomerLimitConfig(@RequestParam("id") Long id) {
CrmCustomerLimitConfigDO limitConfig = customerLimitConfigService.getCustomerLimitConfig(id);
// 拼接数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(limitConfig.getUserIds());
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(limitConfig.getDeptIds());
return success(BeanUtils.toBean(limitConfig, CrmCustomerLimitConfigRespVO.class, configVO -> {
configVO.setUsers(CollectionUtils.convertList(configVO.getUserIds(), userMap::get));
configVO.setDepts(CollectionUtils.convertList(configVO.getDeptIds(), deptMap::get));
}));
}
@GetMapping("/page")
@Operation(summary = "获得客户限制配置分页")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:query')")
public CommonResult<PageResult<CrmCustomerLimitConfigRespVO>> getCustomerLimitConfigPage(@Valid CrmCustomerLimitConfigPageReqVO pageVO) {
PageResult<CrmCustomerLimitConfigDO> pageResult = customerLimitConfigService.getCustomerLimitConfigPage(pageVO);
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 拼接数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(pageResult.getList(), CrmCustomerLimitConfigDO::getUserIds, Collection::stream));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(
convertSetByFlatMap(pageResult.getList(), CrmCustomerLimitConfigDO::getDeptIds, Collection::stream));
return success(BeanUtils.toBean(pageResult, CrmCustomerLimitConfigRespVO.class, configVO -> {
configVO.setUsers(CollectionUtils.convertList(configVO.getUserIds(), userMap::get));
configVO.setDepts(CollectionUtils.convertList(configVO.getDeptIds(), deptMap::get));
}));
}
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerDistributeReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.util.List;
@Schema(description = "管理后台 - CRM 客户分配公海给对应负责人 Request VO")
@Data
public class CrmCustomerDistributeReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1024]")
@NotEmpty(message = "客户编号不能为空")
private List<Long> ids;
@Schema(description = "负责人", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@NotNull(message = "负责人不能为空")
private Long ownerUserId;
}

64
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportExcelVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.AreaConvert;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import com.alibaba.excel.annotation.ExcelProperty;
import lombok.AllArgsConstructor;
import lombok.Builder;
import lombok.Data;
import lombok.NoArgsConstructor;
import lombok.experimental.Accessors;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.*;
/**
* 客户 Excel 导入 VO
*/
@Data
@Builder
@AllArgsConstructor
@NoArgsConstructor
@Accessors(chain = false) // 设置 chain = false，避免用户导入有问题
public class CrmCustomerImportExcelVO {
@ExcelProperty("客户名称")
private String name;
@ExcelProperty("手机")
private String mobile;
@ExcelProperty("电话")
private String telephone;
@ExcelProperty("QQ")
private String qq;
@ExcelProperty("微信")
private String wechat;
@ExcelProperty("邮箱")
private String email;
@ExcelProperty(value = "地区", converter = AreaConvert.class)
private Integer areaId;
@ExcelProperty("详细地址")
private String detailAddress;
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_LEVEL)
private Integer level;
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_SOURCE)
private Integer source;
@ExcelProperty("备注")
private String remark;
}

26
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Builder;
import lombok.Data;
import org.springframework.web.multipart.MultipartFile;
import javax.validation.constraints.NotNull;
@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
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportRespVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Builder;
import lombok.Data;
import java.util.List;
import java.util.Map;
@Schema(description = "管理后台 - 客户导入 Response VO")
@Data
@Builder
public class CrmCustomerImportRespVO {
@Schema(description = "创建成功的客户名数组", requiredMode = Schema.RequiredMode.REQUIRED)
private List<String> createCustomerNames;
@Schema(description = "更新成功的客户名数组", requiredMode = Schema.RequiredMode.REQUIRED)
private List<String> updateCustomerNames;
@Schema(description = "导入失败的客户集合，key 为客户名，value 为失败原因", requiredMode = Schema.RequiredMode.REQUIRED)
private Map<String, String> failureCustomerNames;
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerLockReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户锁定/解锁 Request VO")
@Data
public class CrmCustomerLockReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "客户锁定状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
private Boolean lockStatus;
}

58
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerPageReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 客户分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmCustomerPageReqVO extends PageParam {
/**
* 联系状态 - 今日需联系
*/
public static final int CONTACT_TODAY = 1;
/**
* 联系状态 - 已逾期
*/
public static final int CONTACT_EXPIRED = 2;
/**
* 联系状态 - 已联系
*/
public static final int CONTACT_ALREADY = 3;
@Schema(description = "客户名称", example = "赵六")
private String name;
@Schema(description = "手机", example = "18000000000")
private String mobile;
@Schema(description = "所属行业", example = "1")
private Integer industryId;
@Schema(description = "客户等级", example = "1")
private Integer level;
@Schema(description = "客户来源", example = "1")
private Integer source;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
private Boolean pool; // null 则表示为不是公海数据
@Schema(description = "联系状态", example = "1")
private Integer contactStatus; // backlog 查询条件
@Schema(description = "跟进状态", example = "true")
private Boolean followUpStatus;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 客户 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmCustomerRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty("编号")
private Long id;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty("客户名称")
private String name;
@Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "跟进状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean followUpStatus;
@Schema(description = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "最后跟进内容", example = "吃饭、睡觉、打逗逗")
@ExcelProperty("最后跟进内容")
private String contactLastContent;
@Schema(description = "下次联系时间")
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@Schema(description = "负责人名字", example = "25682")
@ExcelProperty("负责人名字")
private String ownerUserName;
@Schema(description = "负责人部门")
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "锁定状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "锁定状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean lockStatus;
@Schema(description = "成交状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "成交状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean dealStatus;
@Schema(description = "手机", example = "25682")
@ExcelProperty("手机")
private String mobile;
@Schema(description = "电话", example = "25682")
@ExcelProperty("电话")
private String telephone;
@Schema(description = "QQ", example = "25682")
@ExcelProperty("QQ")
private String qq;
@Schema(description = "wechat", example = "25682")
@ExcelProperty("wechat")
private String wechat;
@Schema(description = "email", example = "25682")
@ExcelProperty("email")
private String email;
@Schema(description = "地区编号", example = "1024")
@ExcelProperty("地区编号")
private Integer areaId;
@Schema(description = "地区名称", example = "北京市")
@ExcelProperty("地区名称")
private String areaName;
@Schema(description = "详细地址", example = "北京市成华大道")
@ExcelProperty("详细地址")
private String detailAddress;
@Schema(description = "所属行业", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL)
private Integer level;
@Schema(description = "客户来源", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE)
private Integer source;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
@Schema(description = "创建人", example = "1024")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "芋道源码")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "距离加入公海时间", example = "1")
private Long poolDay;
}

99
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerIndustryParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerLevelParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerSourceParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysAreaParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.Email;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import javax.validation.constraints.Size;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
@Schema(description = "管理后台 - CRM 客户新增/修改 Request VO")
@Data
public class CrmCustomerSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "赵六")
@DiffLogField(name = "客户名称")
@NotEmpty(message = "客户名称不能为空")
private String name;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactNextTime;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@NotNull(message = "负责人的用户编号不能为空")
private Long ownerUserId;
@Schema(description = "手机", example = "18000000000")
@DiffLogField(name = "手机")
@Mobile
private String mobile;
@Schema(description = "电话", example = "18000000000")
@DiffLogField(name = "电话")
@Telephone
private String telephone;
@Schema(description = "QQ", example = "123456789")
@DiffLogField(name = "QQ")
@Size(max = 20, message = "QQ长度不能超过 20 个字符")
private String qq;
@Schema(description = "微信", example = "123456789")
@DiffLogField(name = "微信")
@Size(max = 255, message = "微信长度不能超过 255 个字符")
private String wechat;
@Schema(description = "邮箱", example = "123456789@qq.com")
@DiffLogField(name = "邮箱")
@Email(message = "邮箱格式不正确")
@Size(max = 255, message = "邮箱长度不能超过 255 个字符")
private String email;
@Schema(description = "地区编号", example = "20158")
@DiffLogField(name = "地区编号", function = SysAreaParseFunction.NAME)
private Integer areaId;
@Schema(description = "详细地址", example = "北京市海淀区")
@DiffLogField(name = "详细地址")
private String detailAddress;
@Schema(description = "所属行业", example = "1")
@DiffLogField(name = "所属行业", function = CrmCustomerIndustryParseFunction.NAME)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", example = "2")
@DiffLogField(name = "客户等级", function = CrmCustomerLevelParseFunction.NAME)
@InEnum(CrmCustomerLevelEnum.class)
private Integer level;
@Schema(description = "客户来源", example = "3")
@DiffLogField(name = "客户来源", function = CrmCustomerSourceParseFunction.NAME)
private Integer source;
@Schema(description = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
}

32
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 客户转移 Request VO")
@Data
public class CrmCustomerTransferReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "客户编号不能为空")
private Long id;
/**
* 新负责人的用户编号
*/
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")
private Long newOwnerUserId;
/**
* 老负责人加入团队后的权限级别。如果 null 说明移除
*
* 关联 {@link CrmPermissionLevelEnum}
*/
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer oldOwnerPermissionLevel;
}

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package cn.iocoder.yudao.module.crm.controller.admin.followup;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
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.followup.CrmFollowUpRecordDO;
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.followup.CrmFollowUpRecordService;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.ArrayList;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
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")
@RestController
@RequestMapping("/crm/follow-up-record")
@Validated
public class CrmFollowUpRecordController {
@Resource
private CrmFollowUpRecordService followUpRecordService;
@Resource
private CrmContactService contactService;
@Resource
private CrmBusinessService businessService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建跟进记录")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:create')")
public CommonResult<Long> createFollowUpRecord(@Valid @RequestBody CrmFollowUpRecordSaveReqVO createReqVO) {
return success(followUpRecordService.createFollowUpRecord(createReqVO));
}
@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) {
followUpRecordService.deleteFollowUpRecord(id, getLoginUserId());
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得跟进记录")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
public CommonResult<CrmFollowUpRecordRespVO> getFollowUpRecord(@RequestParam("id") Long id) {
CrmFollowUpRecordDO followUpRecord = followUpRecordService.getFollowUpRecord(id);
return success(BeanUtils.toBean(followUpRecord, CrmFollowUpRecordRespVO.class));
}
@GetMapping("/page")
@Operation(summary = "获得跟进记录分页")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
public CommonResult<PageResult<CrmFollowUpRecordRespVO>> getFollowUpRecordPage(@Valid CrmFollowUpRecordPageReqVO pageReqVO) {
PageResult<CrmFollowUpRecordDO> pageResult = followUpRecordService.getFollowUpRecordPage(pageReqVO);
// 1.1 查询联系人和商机
Map<Long, CrmContactDO> contactMap = contactService.getContactMap(
convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream()));
Map<Long, CrmBusinessDO> businessMap = businessService.getBusinessMap(
convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream()));
// 1.2 查询用户
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSet(pageResult.getList(), item -> Long.valueOf(item.getCreator())));
// 2. 拼接数据
PageResult<CrmFollowUpRecordRespVO> voPageResult = BeanUtils.toBean(pageResult, CrmFollowUpRecordRespVO.class, record -> {
// 2.1 设置联系人和商机信息
record.setBusinesses(new ArrayList<>()).setContacts(new ArrayList<>());
record.getContactIds().forEach(id -> MapUtils.findAndThen(contactMap, id, contact ->
record.getContacts().add(new CrmBusinessRespVO().setId(contact.getId()).setName(contact.getName()))));
record.getContactIds().forEach(id -> MapUtils.findAndThen(businessMap, id, business ->
record.getBusinesses().add(new CrmBusinessRespVO().setId(business.getId()).setName(business.getName()))));
// 2.2 设置用户信息
MapUtils.findAndThen(userMap, Long.valueOf(record.getCreator()), user -> record.setCreatorName(user.getNickname()));
});
return success(voPageResult);
}
}

64
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package cn.iocoder.yudao.module.crm.controller.admin.followup.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_FOLLOW_UP_TYPE;
@Schema(description = "管理后台 - 跟进记录 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmFollowUpRecordRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "28800")
private Long id;
@Schema(description = "数据类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer bizType;
@Schema(description = "数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "5564")
private Long bizId;
@Schema(description = "跟进类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DictFormat(CRM_FOLLOW_UP_TYPE)
private Integer type;
@Schema(description = "跟进内容", requiredMode = Schema.RequiredMode.REQUIRED)
private String content;
@Schema(description = "下次联系时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime nextTime;
@Schema(description = "关联的商机编号数组")
private List<Long> businessIds;
@Schema(description = "关联的商机数组")
private List<CrmBusinessRespVO> businesses;
@Schema(description = "关联的联系人编号数组")
private List<Long> contactIds;
@Schema(description = "关联的联系人名称数组")
private List<CrmBusinessRespVO> contacts;
@Schema(description = "图片")
private List<String> picUrls;
@Schema(description = "附件")
private List<String> fileUrls;
@Schema(description = "创建人", example = "1024")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "芋道源码")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
}

64
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
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@ -1,64 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.operatelog;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
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.operatelog.vo.CrmOperateLogPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo.CrmOperateLogRespVO;
import cn.iocoder.yudao.module.crm.enums.LogRecordConstants;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.HashMap;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
@Tag(name = "管理后台 - CRM 操作日志")
@RestController
@RequestMapping("/crm/operate-log")
@Validated
public class CrmOperateLogController {
@Resource
private OperateLogApi operateLogApi;
/**
* {@link CrmBizTypeEnum} 与 {@link LogRecordConstants} 的映射关系
*/
private static final Map<Integer, String> BIZ_TYPE_MAP = new HashMap<>();
static {
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CLUE.getType(), CRM_CLUE_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CUSTOMER.getType(), CRM_CUSTOMER_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTACT.getType(), CRM_CONTACT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_BUSINESS.getType(), CRM_BUSINESS_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTRACT.getType(), CRM_CONTRACT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_PRODUCT.getType(), CRM_PRODUCT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE.getType(), CRM_RECEIVABLE_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), CRM_RECEIVABLE_PLAN_TYPE);
}
@GetMapping("/page")
@Operation(summary = "获得操作日志")
@PreAuthorize("@ss.hasPermission('crm:operate-log:query')")
public CommonResult<PageResult<CrmOperateLogRespVO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
OperateLogV2PageReqDTO reqDTO = new OperateLogV2PageReqDTO();
reqDTO.setPageSize(PAGE_SIZE_NONE); // 默认不分页，需要分页需注释
reqDTO.setBizType(BIZ_TYPE_MAP.get(pageReqVO.getBizType())).setBizId(pageReqVO.getBizId());
return success(BeanUtils.toBean(operateLogApi.getOperateLogPage(reqDTO), CrmOperateLogRespVO.class));
}
}

44
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogRespVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 操作日志 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmOperateLogRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
private Long userId;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String userName;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer userType;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String type;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "修改客户")
private String subType;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long bizId;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "将什么从什么改为了什么")
private String action;
@Schema(description = "编号", example = "{orderId: 1}")
private String extra;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-01-01")
private LocalDateTime createTime;
}

135
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
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package cn.iocoder.yudao.module.crm.controller.admin.permission;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
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.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.PostApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import cn.iocoder.yudao.module.system.api.dept.dto.PostRespDTO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import com.google.common.collect.Multimaps;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.Collection;
import java.util.Collections;
import java.util.List;
import java.util.Map;
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.convertSet;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM 数据权限")
@RestController
@RequestMapping("/crm/permission")
@Validated
public class CrmPermissionController {
@Resource
private CrmPermissionService permissionService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Resource
private PostApi postApi;
@PostMapping("/create")
@Operation(summary = "创建数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:create')")
@CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionCreateReqVO reqVO) {
permissionService.createPermission(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
return success(true);
}
@PutMapping("/update")
@Operation(summary = "编辑数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:update')")
@CrmPermission(bizTypeValue = "#updateReqVO.bizType", bizId = "#updateReqVO.bizId"
, level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> updatePermission(@Valid @RequestBody CrmPermissionUpdateReqVO updateReqVO) {
permissionService.updatePermission(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除数据权限")
@Parameter(name = "ids", description = "数据权限编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:permission:delete')")
public CommonResult<Boolean> deletePermission(@RequestParam("ids") Collection<Long> ids) {
permissionService.deletePermissionBatch(ids, getLoginUserId());
return success(true);
}
@DeleteMapping("/delete-self")
@Operation(summary = "删除自己的数据权限")
@Parameter(name = "id", description = "数据权限编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:permission:delete')")
public CommonResult<Boolean> deleteSelfPermission(@RequestParam("id") Long id) {
permissionService.deleteSelfPermission(id, getLoginUserId());
return success(true);
}
@GetMapping("/list")
@Operation(summary = "获得数据权限列表")
@Parameters({
@Parameter(name = "bizType", description = "CRM 类型", required = true, example = "2"),
@Parameter(name = "bizId", description = "CRM 类型数据编号", required = true, example = "1024")
})
@PreAuthorize("@ss.hasPermission('crm:permission:query')")
public CommonResult<List<CrmPermissionRespVO>> getPermissionList(@RequestParam("bizType") Integer bizType,
@RequestParam("bizId") Long bizId) {
List<CrmPermissionDO> permissions = permissionService.getPermissionListByBiz(bizType, bizId);
if (CollUtil.isEmpty(permissions)) {
return success(Collections.emptyList());
}
// 查询相关数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSet(permissions, CrmPermissionDO::getUserId));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
Map<Long, PostRespDTO> postMap = postApi.getPostMap(
convertSetByFlatMap(userMap.values(), AdminUserRespDTO::getPostIds,
item -> item != null ? item.stream() : Stream.empty()));
// 拼接数据
return success(CollectionUtils.convertList(BeanUtils.toBean(permissions, CrmPermissionRespVO.class), item -> {
findAndThen(userMap, item.getUserId(), user -> {
item.setNickname(user.getNickname());
findAndThen(deptMap, user.getDeptId(), deptRespDTO -> item.setDeptName(deptRespDTO.getName()));
if (CollUtil.isEmpty(user.getPostIds())) {
item.setPostNames(Collections.emptySet());
return;
}
List<PostRespDTO> postList = MapUtils.getList(Multimaps.forMap(postMap), user.getPostIds());
item.setPostNames(CollectionUtils.convertSet(postList, PostRespDTO::getName));
});
return item;
}));
}
}

145
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java
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package cn.iocoder.yudao.module.crm.controller.admin.product;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.enums.CommonStatusEnum;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.product.vo.product.CrmProductPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.product.vo.product.CrmProductRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.product.vo.product.CrmProductSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductCategoryDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.service.product.CrmProductCategoryService;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
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.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static java.util.Collections.singletonList;
@Tag(name = "管理后台 - CRM 产品")
@RestController
@RequestMapping("/crm/product")
@Validated
public class CrmProductController {
@Resource
private CrmProductService productService;
@Resource
private CrmProductCategoryService productCategoryService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建产品")
@PreAuthorize("@ss.hasPermission('crm:product:create')")
public CommonResult<Long> createProduct(@Valid @RequestBody CrmProductSaveReqVO createReqVO) {
return success(productService.createProduct(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新产品")
@PreAuthorize("@ss.hasPermission('crm:product:update')")
public CommonResult<Boolean> updateProduct(@Valid @RequestBody CrmProductSaveReqVO updateReqVO) {
productService.updateProduct(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除产品")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:product:delete')")
public CommonResult<Boolean> deleteProduct(@RequestParam("id") Long id) {
productService.deleteProduct(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得产品")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:product:query')")
public CommonResult<CrmProductRespVO> getProduct(@RequestParam("id") Long id) {
CrmProductDO product = productService.getProduct(id);
return success(buildProductDetail(product));
}
private CrmProductRespVO buildProductDetail(CrmProductDO product) {
if (product == null) {
return null;
}
return buildProductDetailList(singletonList(product)).get(0);
}
@GetMapping("/simple-list")
@Operation(summary = "获得产品精简列表", description = "只包含被开启的产品，主要用于前端的下拉选项")
public CommonResult<List<CrmProductRespVO>> getProductSimpleList() {
List<CrmProductDO> list = productService.getProductListByStatus(CommonStatusEnum.ENABLE.getStatus());
return success(convertList(list, product -> new CrmProductRespVO().setId(product.getId()).setName(product.getName())
.setUnit(product.getUnit()).setNo(product.getNo()).setPrice(product.getPrice())));
}
@GetMapping("/page")
@Operation(summary = "获得产品分页")
@PreAuthorize("@ss.hasPermission('crm:product:query')")
public CommonResult<PageResult<CrmProductRespVO>> getProductPage(@Valid CrmProductPageReqVO pageVO) {
PageResult<CrmProductDO> pageResult = productService.getProductPage(pageVO);
return success(new PageResult<>(buildProductDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出产品 Excel")
@PreAuthorize("@ss.hasPermission('crm:product:export')")
@OperateLog(type = EXPORT)
public void exportProductExcel(@Valid CrmProductPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PageParam.PAGE_SIZE_NONE);
List<CrmProductDO> list = productService.getProductPage(exportReqVO).getList();
// 导出 Excel
ExcelUtils.write(response, "产品.xls", "数据", CrmProductRespVO.class,
buildProductDetailList(list));
}
private List<CrmProductRespVO> buildProductDetailList(List<CrmProductDO> list) {
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
// 1.1 获得用户信息
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(list, user -> Stream.of(Long.valueOf(user.getCreator()), user.getOwnerUserId())));
// 1.2 获得分类信息
Map<Long, CrmProductCategoryDO> categoryMap = productCategoryService.getProductCategoryMap(
convertSet(list, CrmProductDO::getCategoryId));
// 2. 拼接数据
return BeanUtils.toBean(list, CrmProductRespVO.class, productVO -> {
// 2.1 设置用户信息
MapUtils.findAndThen(userMap, productVO.getOwnerUserId(), user -> productVO.setOwnerUserName(user.getNickname()));
MapUtils.findAndThen(userMap, Long.valueOf(productVO.getCreator()), user -> productVO.setCreatorName(user.getNickname()));
// 2.2 设置分类名称
MapUtils.findAndThen(categoryMap, productVO.getCategoryId(), category -> productVO.setCategoryName(category.getName()));
});
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.product;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 产品 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmProductRespVO {
@Schema(description = "产品编号", example = "20529")
@ExcelProperty("产品编号")
private Long id;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "好产品")
@ExcelProperty("产品名称")
private String name;
@Schema(description = "产品编码", requiredMode = Schema.RequiredMode.REQUIRED, example = "12306")
@ExcelProperty("产品编码")
private String no;
@Schema(description = "单位", example = "2")
@ExcelProperty(value = "单位", converter = DictConvert.class)
@DictFormat(DictTypeConstants.CRM_PRODUCT_UNIT)
private Integer unit;
@Schema(description = "价格, 单位：分", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@ExcelProperty("价格，单位：分")
private BigDecimal price;
@Schema(description = "状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "上架")
@ExcelProperty(value = "单位", converter = DictConvert.class)
@DictFormat(DictTypeConstants.CRM_PRODUCT_STATUS)
private Integer status;
@Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long categoryId;
@Schema(description = "产品分类名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "衣服")
@ExcelProperty("产品分类")
private String categoryName;
@Schema(description = "产品描述", example = "你说的对")
@ExcelProperty("产品描述")
private String description;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "31926")
private Long ownerUserId;
@Schema(description = "负责人的用户昵称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道源码")
@ExcelProperty("负责人")
private String ownerUserName;
@Schema(description = "创建人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
private String creator;
@Schema(description = "创建人名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道源码")
@ExcelProperty("创建人")
private String creatorName;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
}

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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.product;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmProductStatusParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmProductUnitParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
@Schema(description = "管理后台 - CRM 产品创建/修改 Request VO")
@Data
public class CrmProductSaveReqVO {
@Schema(description = "产品编号", example = "20529")
private Long id;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "好产品")
@NotNull(message = "产品名称不能为空")
@DiffLogField(name = "产品名称")
private String name;
@Schema(description = "产品编码", requiredMode = Schema.RequiredMode.REQUIRED, example = "12306")
@NotNull(message = "产品编码不能为空")
@DiffLogField(name = "产品编码")
private String no;
@Schema(description = "单位", example = "2")
@DiffLogField(name = "单位", function = CrmProductUnitParseFunction.NAME)
private Integer unit;
@Schema(description = "价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@NotNull(message = "价格不能为空")
@DiffLogField(name = "价格")
private BigDecimal price;
@Schema(description = "状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "上架")
@NotNull(message = "状态不能为空")
@DiffLogField(name = "状态", function = CrmProductStatusParseFunction.NAME)
private Integer status;
@Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "产品分类编号不能为空")
@DiffLogField(name = "产品分类编号")
private Long categoryId;
@Schema(description = "产品描述", example = "你说的对")
@DiffLogField(name = "产品描述")
private String description;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "31926")
@NotNull(message = "负责人的用户编号不能为空")
private Long ownerUserId;
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.contract.CrmContractRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
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.receivable.CrmReceivableService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
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.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
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;
@Tag(name = "管理后台 - CRM 回款")
@RestController
@RequestMapping("/crm/receivable")
@Validated
public class CrmReceivableController {
@Resource
private CrmReceivableService receivableService;
@Resource
private CrmContractService contractService;
@Resource
private CrmCustomerService customerService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建回款")
@PreAuthorize("@ss.hasPermission('crm:receivable:create')")
public CommonResult<Long> createReceivable(@Valid @RequestBody CrmReceivableSaveReqVO createReqVO) {
return success(receivableService.createReceivable(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新回款")
@PreAuthorize("@ss.hasPermission('crm:receivable:update')")
public CommonResult<Boolean> updateReceivable(@Valid @RequestBody CrmReceivableSaveReqVO updateReqVO) {
receivableService.updateReceivable(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除回款")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:receivable:delete')")
public CommonResult<Boolean> deleteReceivable(@RequestParam("id") Long id) {
receivableService.deleteReceivable(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得回款")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<CrmReceivableRespVO> getReceivable(@RequestParam("id") Long id) {
CrmReceivableDO receivable = receivableService.getReceivable(id);
return success(buildReceivableDetail(receivable));
}
private CrmReceivableRespVO buildReceivableDetail(CrmReceivableDO receivable) {
if (receivable == null) {
return null;
}
return buildReceivableDetailList(Collections.singletonList(receivable)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得回款分页")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePage(@Valid CrmReceivablePageReqVO pageReqVO) {
PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(pageReqVO, getLoginUserId());
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得回款分页，基于指定客户")
public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePageByCustomer(@Valid CrmReceivablePageReqVO pageReqVO) {
Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePageByCustomerId(pageReqVO);
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出回款 Excel")
@PreAuthorize("@ss.hasPermission('crm:receivable:export')")
@OperateLog(type = EXPORT)
public void exportReceivableExcel(@Valid CrmReceivablePageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PAGE_SIZE_NONE);
List<CrmReceivableDO> list = receivableService.getReceivablePage(exportReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "回款.xls", "数据", CrmReceivableRespVO.class,
buildReceivableDetailList(list));
}
private List<CrmReceivableRespVO> buildReceivableDetailList(List<CrmReceivableDO> receivableList) {
if (CollUtil.isEmpty(receivableList)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(receivableList, CrmReceivableDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(receivableList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 获得合同列表
Map<Long, CrmContractDO> contractMap = contractService.getContractMap(
convertSet(receivableList, CrmReceivableDO::getContractId));
// 2. 拼接结果
return BeanUtils.toBean(receivableList, CrmReceivableRespVO.class, (receivableVO) -> {
// 2.1 拼接客户名称
findAndThen(customerMap, receivableVO.getCustomerId(), customer -> receivableVO.setCustomerName(customer.getName()));
// 2.2 拼接负责人、创建人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(receivableVO.getCreator()),
user -> receivableVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, receivableVO.getOwnerUserId(), user -> {
receivableVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> receivableVO.setOwnerUserDeptName(dept.getName()));
});
// 2.3 拼接合同信息
findAndThen(contractMap, receivableVO.getContractId(), contract ->
receivableVO.setContract(BeanUtils.toBean(contract, CrmContractRespVO.class)));
});
}
@PutMapping("/submit")
@Operation(summary = "提交回款审批")
@PreAuthorize("@ss.hasPermission('crm:receivable:update')")
public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
receivableService.submitReceivable(id, getLoginUserId());
return success(true);
}
@GetMapping("/audit-count")
@Operation(summary = "获得待审核回款数量")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<Long> getAuditReceivableCount() {
return success(receivableService.getAuditReceivableCount(getLoginUserId()));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
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.receivable.vo.plan.CrmReceivablePlanPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
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.receivable.CrmReceivablePlanService;
import cn.iocoder.yudao.module.crm.service.receivable.CrmReceivableService;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
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;
@Tag(name = "管理后台 - CRM 回款计划")
@RestController
@RequestMapping("/crm/receivable-plan")
@Validated
public class CrmReceivablePlanController {
@Resource
private CrmReceivablePlanService receivablePlanService;
@Resource
private CrmReceivableService receivableService;
@Resource
private CrmContractService contractService;
@Resource
private CrmCustomerService customerService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建回款计划")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:create')")
public CommonResult<Long> createReceivablePlan(@Valid @RequestBody CrmReceivablePlanSaveReqVO createReqVO) {
return success(receivablePlanService.createReceivablePlan(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新回款计划")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:update')")
public CommonResult<Boolean> updateReceivablePlan(@Valid @RequestBody CrmReceivablePlanSaveReqVO updateReqVO) {
receivablePlanService.updateReceivablePlan(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除回款计划")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:delete')")
public CommonResult<Boolean> deleteReceivablePlan(@RequestParam("id") Long id) {
receivablePlanService.deleteReceivablePlan(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得回款计划")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<CrmReceivablePlanRespVO> getReceivablePlan(@RequestParam("id") Long id) {
CrmReceivablePlanDO receivablePlan = receivablePlanService.getReceivablePlan(id);
return success(buildReceivablePlanDetail(receivablePlan));
}
private CrmReceivablePlanRespVO buildReceivablePlanDetail(CrmReceivablePlanDO receivablePlan) {
if (receivablePlan == null) {
return null;
}
return buildReceivableDetailList(Collections.singletonList(receivablePlan)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得回款计划分页")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<PageResult<CrmReceivablePlanRespVO>> getReceivablePlanPage(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(pageReqVO, getLoginUserId());
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得回款计划分页，基于指定客户")
public CommonResult<PageResult<CrmReceivablePlanRespVO>> getReceivablePlanPageByCustomer(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPageByCustomerId(pageReqVO);
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出回款计划 Excel")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:export')")
@OperateLog(type = EXPORT)
public void exportReceivablePlanExcel(@Valid CrmReceivablePlanPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PAGE_SIZE_NONE);
List<CrmReceivablePlanDO> list = receivablePlanService.getReceivablePlanPage(exportReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "回款计划.xls", "数据", CrmReceivablePlanRespVO.class,
buildReceivableDetailList(list));
}
private List<CrmReceivablePlanRespVO> buildReceivableDetailList(List<CrmReceivablePlanDO> receivablePlanList) {
if (CollUtil.isEmpty(receivablePlanList)) {
return Collections.emptyList();
}
// 1.1 获取客户 Map
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(receivablePlanList, CrmReceivablePlanDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(receivablePlanList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
// 1.3 获得合同 Map
Map<Long, CrmContractDO> contractMap = contractService.getContractMap(
convertSet(receivablePlanList, CrmReceivablePlanDO::getContractId));
// 1.4 获得回款 Map
Map<Long, CrmReceivableDO> receivableMap = receivableService.getReceivableMap(
convertSet(receivablePlanList, CrmReceivablePlanDO::getReceivableId));
// 2. 拼接数据
return BeanUtils.toBean(receivablePlanList, CrmReceivablePlanRespVO.class, (receivablePlanVO) -> {
// 2.1 拼接客户信息
findAndThen(customerMap, receivablePlanVO.getCustomerId(), customer -> receivablePlanVO.setCustomerName(customer.getName()));
// 2.2 拼接用户信息
findAndThen(userMap, receivablePlanVO.getOwnerUserId(), user -> receivablePlanVO.setOwnerUserName(user.getNickname()));
findAndThen(userMap, Long.parseLong(receivablePlanVO.getCreator()), user -> receivablePlanVO.setCreatorName(user.getNickname()));
// 2.3 拼接合同信息
findAndThen(contractMap, receivablePlanVO.getContractId(), contract -> receivablePlanVO.setContractNo(contract.getNo()));
// 2.4 拼接回款信息
receivablePlanVO.setReceivable(BeanUtils.toBean(receivableMap.get(receivablePlanVO.getReceivableId()), CrmReceivableRespVO.class));
});
}
@GetMapping("/simple-list")
@Operation(summary = "获得回款计划精简列表", description = "获得回款计划精简列表，主要用于前端的下拉选项")
@Parameters({
@Parameter(name = "customerId", description = "客户编号", required = true),
@Parameter(name = "contractId", description = "合同编号", required = true)
})
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<List<CrmReceivablePlanRespVO>> getReceivablePlanSimpleList(@RequestParam("customerId") Long customerId,
@RequestParam("contractId") Long contractId) {
CrmReceivablePlanPageReqVO pageReqVO = new CrmReceivablePlanPageReqVO().setCustomerId(customerId).setContractId(contractId);
pageReqVO.setPageNo(PAGE_SIZE_NONE);
PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPageByCustomerId(pageReqVO);
return success(convertList(pageResult.getList(), receivablePlan -> new CrmReceivablePlanRespVO() // 只返回 id、period 等信息
.setId(receivablePlan.getId()).setPeriod(receivablePlan.getPeriod()).setReceivableId(receivablePlan.getReceivableId())
.setPrice(receivablePlan.getPrice()).setReturnType(receivablePlan.getReturnType())));
}
@GetMapping("/remind-count")
@Operation(summary = "获得待回款提醒数量")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<Long> getReceivablePlanRemindCount() {
return success(receivablePlanService.getReceivablePlanRemindCount(getLoginUserId()));
}
}

46
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanPageReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 回款计划分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmReceivablePlanPageReqVO extends PageParam {
/**
* 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;
@Schema(description = "合同编号", example = "H3473")
private String contractNo;
@Schema(description = "合同编号", example = "3473")
private Long contractId;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "提醒类型", example = "1")
private Integer remindType; // 提醒类型，为 null 时则表示全部
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanRespVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
// TODO @puhui999：缺导出
@Schema(description = "管理后台 - CRM 回款计划 Response VO")
@Data
public class CrmReceivablePlanRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long id;
@Schema(description = "期数", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer period;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long customerId;
@Schema(description = "客户名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "test")
private String customerName;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long contractId;
@Schema(description = "合同编号", example = "Q110")
private String contractNo;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long ownerUserId;
@Schema(description = "负责人", example = "test")
private String ownerUserName;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
private LocalDateTime returnTime;
@Schema(description = "计划回款方式", example = "1")
private Integer returnType;
@Schema(description = "计划回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
private BigDecimal price;
@Schema(description = "回款编号", example = "19852")
private Long receivableId;
@Schema(description = "回款信息")
private CrmReceivableRespVO receivable;
@Schema(description = "提前几天提醒", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer remindDays;
@Schema(description = "提醒日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
private LocalDateTime remindTime;
@Schema(description = "备注", example = "备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
@Schema(description = "创建人", example = "1024")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "芋道源码")
@ExcelProperty("创建人名字")
private String creatorName;
}

45
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanSaveReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 回款计划新增/修改 Request VO")
@Data
public class CrmReceivablePlanSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long id;
@Schema(description = "客户编号", hidden = true, example = "2")
private Long customerId; // 该字段不通过前端传递，而是 contractId 查询出来设置进去
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "合同编号不能为空")
private Long contractId;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@NotNull(message = "计划回款日期不能为空")
private LocalDateTime returnTime;
@Schema(description = "回款方式", example = "1")
private Integer returnType;
@Schema(description = "计划回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
@NotNull(message = "计划回款金额不能为空")
private BigDecimal price;
@Schema(description = "提前几天提醒", example = "1")
private Integer remindDays;
@Schema(description = "备注", example = "备注")
private String remark;
}

38
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivablePageReqVO.java
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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;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 回款分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmReceivablePageReqVO extends PageParam {
@Schema(description = "回款编号")
private String no;
@Schema(description = "回款计划编号", example = "31177")
private Long planId;
@Schema(description = "客户编号", example = "4963")
private Long customerId;
@Schema(description = "合同编号", example = "4963")
private Long contractId;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
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;
}

75
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableRespVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractRespVO;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
// TODO 芋艿：导出的 VO，可以考虑使用 @Excel 注解，实现导出功能
@Schema(description = "管理后台 - CRM 回款 Response VO")
@Data
public class CrmReceivableRespVO {
@Schema(description = "编号", example = "25787")
private Long id;
@Schema(description = "回款编号", example = "31177")
private String no;
@Schema(description = "回款计划编号", example = "1024")
private Long planId;
@Schema(description = "回款方式", example = "2")
private Integer returnType;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
private BigDecimal price;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
private LocalDateTime returnTime;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long customerId;
@Schema(description = "客户名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "test")
private String customerName;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long contractId;
@Schema(description = "合同信息")
private CrmContractRespVO contract;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@Schema(description = "负责人名字", example = "25682")
@ExcelProperty("负责人名字")
private String ownerUserName;
@Schema(description = "负责人部门")
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "工作流编号", example = "1043")
@ExcelProperty("工作流编号")
private String processInstanceId;
@Schema(description = "审批状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
private Integer auditStatus;
@Schema(description = "备注", example = "备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime updateTime;
@Schema(description = "创建人", example = "25682")
private String creator;
@Schema(description = "创建人名字", example = "test")
private String creatorName;
}

58
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableSaveReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.receivable.CrmReceivableReturnTypeEnum;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.*;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 回款新增/修改 Request VO")
@Data
public class CrmReceivableSaveReqVO {
@Schema(description = "编号", example = "25787")
private Long id;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "客户编号", example = "2")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
private Long customerId; // 该字段不通过前端传递，而是 contractId 查询出来设置进去
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DiffLogField(name = "合同", function = CrmContractParseFunction.NAME)
@NotNull(message = "合同编号不能为空")
private Long contractId;
@Schema(description = "回款计划编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@DiffLogField(name = "合同", function = CrmReceivablePlanParseFunction.NAME)
private Long planId;
@Schema(description = "回款方式", example = "2")
@DiffLogField(name = "回款方式", function = CrmReceivableReturnTypeParseFunction.NAME)
@InEnum(CrmReceivableReturnTypeEnum.class)
private Integer returnType;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
@DiffLogField(name = "回款金额")
@NotNull(message = "回款金额不能为空")
private BigDecimal price;
@Schema(description = "回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@NotNull(message = "回款日期不能为空")
@DiffLogField(name = "回款日期")
private LocalDateTime returnTime;
@Schema(description = "备注", example = "备注")
@DiffLogField(name = "备注")
private String remark;
}

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsRankController.http
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### 合同金额排行榜
GET {{baseUrl}}/crm/statistics-rank/get-contract-price-rank?deptId=100&times[0]=2022-12-12 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 回款金额排行榜
GET {{baseUrl}}/crm/statistics-rank/get-receivable-price-rank?deptId=100&times[0]=2022-12-12 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/CrmStatisticsRankController.java
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package cn.iocoder.yudao.module.crm.controller.admin.statistics;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsRankingService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 排行榜统计")
@RestController
@RequestMapping("/crm/statistics-rank")
@Validated
public class CrmStatisticsRankController {
@Resource
private CrmStatisticsRankingService rankingService;
@GetMapping("/get-contract-price-rank")
@Operation(summary = "获得合同金额排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContractPriceRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getContractPriceRank(rankingReqVO));
}
@GetMapping("/get-receivable-price-rank")
@Operation(summary = "获得回款金额排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getReceivablePriceRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContractCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getProductSalesRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getCustomerCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContactsCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getFollowCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getFollowCustomerCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getFollowCustomerCountRank(rankingReqVO));
}
}

29
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/CrmStatisticsRanKRespVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM BI 排行榜统计 Response VO")
@Data
public class CrmStatisticsRanKRespVO {
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long ownerUserId;
@Schema(description = "姓名", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private String nickname;
@Schema(description = "部门名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private String deptName;
/**
* 数量是个特别“抽象”的概念，在不同排行下，代表不同含义
*
* 1. 金额：合同金额排行、回款金额排行
* 2. 个数：签约合同排行、产品销量排行、产品销量排行、新增客户数排行、新增联系人排行、跟进次数排行、跟进客户数排行
*/
@Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer count;
}

35
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/statistics/vo/CrmStatisticsRankReqVO.java
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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 排行榜统计 Request VO")
@Data
public class CrmStatisticsRankReqVO {
@Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
@NotNull(message = "部门 id 不能为空")
private Long deptId;
/**
* userIds 目前不用前端传递，目前是方便后端通过 deptId 读取编号后，设置回来
*
* 后续，可能会支持选择部分用户进行查询
*/
@Schema(description = "负责人用户 id 集合", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "2")
private List<Long> userIds;
@Schema(description = "时间范围", requiredMode = Schema.RequiredMode.REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@NotEmpty(message = "时间范围不能为空")
private LocalDateTime[] times;
}

111
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessDO.java
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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.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
import java.time.LocalDateTime;
/**
* CRM 商机 DO
*
* @author ljlleo
*/
@TableName("crm_business")
@KeySequence("crm_business_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 CrmBusinessDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 商机名称
*/
private String name;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 跟进状态
*/
private Boolean followUpStatus;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 商机状态组编号
*
* 关联 {@link CrmBusinessStatusTypeDO#getId()}
*/
private Long statusTypeId;
/**
* 商机状态编号
*
* 关联 {@link CrmBusinessStatusDO#getId()}
*/
private Long statusId;
/**
* 结束状态
*
* 枚举 {@link CrmBusinessEndStatusEnum}
*/
private Integer endStatus;
/**
* 结束时的备注
*/
private String endRemark;
/**
* 预计成交日期
*/
private LocalDateTime dealTime;
/**
* 产品总金额，单位：元
*
* productPrice = ∑({@link CrmBusinessProductDO#getTotalPrice()})
*/
private BigDecimal totalProductPrice;
/**
* 整单折扣，百分比
*/
private BigDecimal discountPercent;
/**
* 商机总金额，单位：元
*/
private BigDecimal totalPrice;
/**
* 备注
*/
private String remark;
}

67
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessProductDO.java
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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.product.CrmProductDO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
/**
* CRM 商机产品关联表 DO
*
* CrmBusinessDO : CrmBusinessProductDO = 1 : N
*
* @author lzxhqs
*/
@TableName("crm_business_product")
@KeySequence("crm_business_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 CrmBusinessProductDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 商机编号
*
* 关联 {@link CrmBusinessDO#getId()}
*/
private Long businessId;
/**
* 产品编号
*
* 关联 {@link CrmProductDO#getId()}
*/
private Long productId;
/**
* 产品单价，单位：元
*
* 冗余 {@link CrmProductDO#getPrice()}
*/
private BigDecimal productPrice;
/**
* 商机价格, 单位：元
*/
private BigDecimal businessPrice;
/**
* 数量
*/
private BigDecimal count;
/**
* 总计价格，单位：元
*
* totalPrice = businessPrice * count
*/
private BigDecimal totalPrice;
}

48
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessStatusDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
/**
* CRM 商机状态 DO
*
* 注意，它是个配置表
*
* @author ljlleo
*/
@TableName("crm_business_status")
@KeySequence("crm_business_status_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
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessStatusDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 状态类型编号
*
* 关联 {@link CrmBusinessStatusTypeDO#getId()}
*/
private Long typeId;
/**
* 状态名
*/
private String name;
/**
* 赢单率，百分比
*/
private Integer percent;
/**
* 排序
*/
private Integer sort;
}

46
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessStatusTypeDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.framework.mybatis.core.type.LongListTypeHandler;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableField;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.util.List;
/**
* CRM 商机状态组 DO
*
* 注意，它是个配置表
*
* @author ljlleo
*/
@TableName(value = "crm_business_status_type", autoResultMap = true)
@KeySequence("crm_business_status_type_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 CrmBusinessStatusTypeDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 状态类型名
*/
private String name;
/**
* 使用的部门编号
*/
@TableField(typeHandler = LongListTypeHandler.class)
private List<Long> deptIds;
}

128
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/clue/CrmClueDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.clue;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
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;
import lombok.*;
import java.time.LocalDateTime;
/**
* CRM 线索 DO
*
* @author Wanwan
*/
@TableName("crm_clue")
@KeySequence("crm_clue_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 CrmClueDO extends BaseDO {
/**
* 编号，主键自增
*/
@TableId
private Long id;
/**
* 线索名称
*/
private String name;
/**
* 跟进状态
*/
private Boolean followUpStatus;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 最后跟进内容
*/
private String contactLastContent;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 转化状态
*
* true 表示已转换，会更新 {@link #customerId} 字段
*/
private Boolean transformStatus;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 手机号
*/
private String mobile;
/**
* 电话
*/
private String telephone;
/**
* QQ
*/
private String qq;
/**
* wechat
*/
private String wechat;
/**
* email
*/
private String email;
/**
* 所在地
*
* 关联 {@link cn.iocoder.yudao.framework.ip.core.Area#getId()} 字段
*/
private Integer areaId;
/**
* 详细地址
*/
private String detailAddress;
/**
* 所属行业
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_INDUSTRY}
*/
private Integer industryId;
/**
* 客户等级
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_LEVEL}
*/
private Integer level;
/**
* 客户来源
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_SOURCE}
*/
private Integer source;
/**
* 备注
*/
private String remark;
}

118
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/contact/CrmContactDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.contact;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.time.LocalDateTime;
/**
* CRM 联系人 DO
*
* @author 芋道源码
*/
@TableName("crm_contact")
@KeySequence("crm_contact_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 CrmContactDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 联系人姓名
*/
private String name;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 最后跟进内容
*/
private String contactLastContent;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 手机号
*/
private String mobile;
/**
* 电话
*/
private String telephone;
/**
* 电子邮箱
*/
private String email;
/**
* QQ
*/
private Long qq;
/**
* 微信
*/
private String wechat;
/**
* 所在地
*
* 关联 {@link cn.iocoder.yudao.framework.ip.core.Area#getId()} 字段
*/
private Integer areaId;
/**
* 详细地址
*/
private String detailAddress;
/**
* 性别
*
* 枚举 {@link cn.iocoder.yudao.module.system.enums.common.SexEnum}
*/
private Integer sex;
/**
* 是否关键决策人
*/
private Boolean master;
/**
* 职位
*/
private String post;
/**
* 直属上级
*
* 关联 {@link CrmContactDO#id}
*/
private Long parentId;
/**
* 备注
*/
private String remark;
}

33
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/contract/CrmContractConfigDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.contract;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import com.baomidou.mybatisplus.annotation.*;
import lombok.*;
@TableName("crm_contract_config")
@KeySequence("crm_contract_config_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 CrmContractConfigDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 是否开启提前提醒
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Boolean notifyEnabled;
/**
* 提前提醒天数
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Integer notifyDays;
}

123
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/contract/CrmContractDO.java
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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.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.enums.common.CrmAuditStatusEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
import java.time.LocalDateTime;
/**
* CRM 合同 DO
*
* @author dhb52
*/
@TableName("crm_contract")
@KeySequence("crm_contract_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 CrmContractDO extends BaseDO {
/**
* 合同编号
*/
@TableId
private Long id;
/**
* 合同名称
*/
private String name;
/**
* 合同编号
*/
private String no;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 商机编号，非必须
*
* 关联 {@link CrmBusinessDO#getId()}
*/
private Long businessId;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 工作流编号
*
* 关联 ProcessInstance 的 id 属性
*/
private String processInstanceId;
/**
* 审批状态
*
* 枚举 {@link CrmAuditStatusEnum}
*/
private Integer auditStatus;
/**
* 下单日期
*/
private LocalDateTime orderDate;
/**
* 开始时间
*/
private LocalDateTime startTime;
/**
* 结束时间
*/
private LocalDateTime endTime;
/**
* 产品总金额，单位：元
*/
private BigDecimal totalProductPrice;
/**
* 整单折扣
*/
private BigDecimal discountPercent;
/**
* 合同总金额，单位：分
*/
private BigDecimal totalPrice;
/**
* 客户签约人，非必须
*
* 关联 {@link CrmContactDO#getId()}
*/
private Long signContactId;
/**
* 公司签约人，非必须
*
* 关联 AdminUserDO 的 id 字段
*/
private Long signUserId;
/**
* 备注
*/
private String remark;
}

63
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/contract/CrmContractProductDO.java
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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.*;
import java.math.BigDecimal;
/**
* CRM 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;
/**
* 合同编号
*
* 关联 {@link CrmContractDO#getId()}
*/
private Long contractId;
/**
* 产品编号
*
* 关联 {@link CrmProductDO#getId()}
*/
private Long productId;
/**
* 产品单价，单位：元
*/
private BigDecimal productPrice;
/**
* 合同价格, 单位：元
*/
private BigDecimal contractPrice;
/**
* 数量
*/
private BigDecimal count;
/**
* 总计价格，单位：元
*
* totalPrice = businessPrice * count
*/
private BigDecimal totalPrice;
}

127
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/customer/CrmCustomerDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.customer;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
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;
import lombok.*;
import java.time.LocalDateTime;
/**
* CRM 客户 DO
*
* @author Wanwan
*/
@TableName(value = "crm_customer")
@KeySequence("crm_customer_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 CrmCustomerDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 客户名称
*/
private String name;
/**
* 跟进状态
*/
private Boolean followUpStatus;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 最后跟进内容
*/
private String contactLastContent;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 成为负责人的时间
*/
private LocalDateTime ownerTime;
/**
* 锁定状态
*/
private Boolean lockStatus;
/**
* 成交状态
*/
private Boolean dealStatus;
/**
* 手机
*/
private String mobile;
/**
* 电话
*/
private String telephone;
/**
* QQ
*/
private String qq;
/**
* wechat
*/
private String wechat;
/**
* email
*/
private String email;
/**
* 所在地
*
* 关联 {@link cn.iocoder.yudao.framework.ip.core.Area#getId()} 字段
*/
private Integer areaId;
/**
* 详细地址
*/
private String detailAddress;
/**
* 所属行业
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_INDUSTRY}
*/
private Integer industryId;
/**
* 客户等级
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_LEVEL}
*/
private Integer level;
/**
* 客户来源
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_SOURCE}
*/
private Integer source;
/**
* 备注
*/
private String remark;
}

74
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/product/CrmProductDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.product;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import cn.iocoder.yudao.module.crm.enums.product.CrmProductStatusEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
/**
* CRM 产品 DO
*
* @author ZanGe丶
*/
@TableName("crm_product")
@KeySequence("crm_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 CrmProductDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 产品名称
*/
private String name;
/**
* 产品编码
*/
private String no;
/**
* 单位
*
* 字典 {@link DictTypeConstants#CRM_PRODUCT_UNIT}
*/
private Integer unit;
/**
* 价格，单位：元
*/
private BigDecimal price;
/**
* 状态
*
* 关联 {@link CrmProductStatusEnum}
*/
private Integer status;
/**
* 产品分类 ID
*
* 关联 {@link CrmProductCategoryDO#getId()} 字段
*/
private Long categoryId;
/**
* 产品描述
*/
private String description;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
}

94
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/receivable/CrmReceivableDO.java
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package cn.iocoder.yudao.module.crm.dal.dataobject.receivable;
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.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.receivable.CrmReceivableReturnTypeEnum;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
import java.time.LocalDateTime;
/**
* 回款 DO
*
* @author 赤焰
*/
@TableName("crm_receivable")
@KeySequence("crm_receivable_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 CrmReceivableDO extends BaseDO {
/**
* ID
*/
@TableId
private Long id;
/**
* 回款编号
*/
private String no;
/**
* 回款计划编号
*
* 关联 {@link CrmReceivablePlanDO#getId()}，非必须
*/
private Long planId;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 合同编号
*
* 关联 {@link CrmContractDO#getId()}
*/
private Long contractId;
/**
* 负责人编号，关联 {@link AdminUserRespDTO#getId()}
*/
private Long ownerUserId;
/**
* 回款日期
*/
private LocalDateTime returnTime;
/**
* 回款方式,关联枚举{@link CrmReceivableReturnTypeEnum}
*/
private Integer returnType;
/**
* 计划回款金额，单位：元
*/
private BigDecimal price;
/**
* 备注
*/
private String remark;
/**
* 工作流编号
*
* 关联 ProcessInstance 的 id 属性
*/
private String processInstanceId;
/**
* 审批状态
*
* 枚举 {@link CrmAuditStatusEnum}
*/
private Integer auditStatus;
}

92
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/receivable/CrmReceivablePlanDO.java
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@ -1,92 +0,0 @@
package cn.iocoder.yudao.module.crm.dal.dataobject.receivable;
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.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.receivable.CrmReceivableReturnTypeEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
import java.time.LocalDateTime;
/**
* CRM 回款计划 DO
*
* @author 芋道源码
*/
@TableName("crm_receivable_plan")
@KeySequence("crm_receivable_plan_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 CrmReceivablePlanDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 期数
*/
private Integer period;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 合同编号
*
* 关联 {@link CrmContractDO#getId()}
*/
private Long contractId;
/**
* 负责人编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 计划回款日期
*/
private LocalDateTime returnTime;
/**
* 计划回款类型
*
* 枚举 {@link CrmReceivableReturnTypeEnum}
*/
private Integer returnType;
/**
* 计划回款金额，单位：元
*/
private BigDecimal price;
/**
* 回款编号，关联 {@link CrmReceivableDO#getId()}
*/
private Long receivableId;
/**
* 提前几天提醒
*/
private Integer remindDays;
/**
* 提醒日期
*/
private LocalDateTime remindTime;
/**
* 备注
*/
private String remark;
}

60
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
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package cn.iocoder.yudao.module.crm.dal.mysql.business;
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.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import java.util.Collection;
/**
* 商机 Mapper
*
* @author ljlleo
*/
@Mapper
public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
default int updateOwnerUserIdById(Long id, Long ownerUserId) {
return update(new LambdaUpdateWrapper<CrmBusinessDO>()
.eq(CrmBusinessDO::getId, id)
.set(CrmBusinessDO::getOwnerUserId, ownerUserId));
}
default PageResult<CrmBusinessDO> selectPageByCustomerId(CrmBusinessPageReqVO pageReqVO) {
return selectPage(pageReqVO, new LambdaQueryWrapperX<CrmBusinessDO>()
.eq(CrmBusinessDO::getCustomerId, pageReqVO.getCustomerId()) // 指定客户编号
.likeIfPresent(CrmBusinessDO::getName, pageReqVO.getName())
.orderByDesc(CrmBusinessDO::getId));
}
default PageResult<CrmBusinessDO> selectPageByContactId(CrmBusinessPageReqVO pageReqVO, Collection<Long> businessIds) {
return selectPage(pageReqVO, new LambdaQueryWrapperX<CrmBusinessDO>()
.in(CrmBusinessDO::getId, businessIds) // 指定商机编号
.likeIfPresent(CrmBusinessDO::getName, pageReqVO.getName())
.orderByDesc(CrmBusinessDO::getId));
}
default PageResult<CrmBusinessDO> selectPage(CrmBusinessPageReqVO pageReqVO, Long userId) {
MPJLambdaWrapperX<CrmBusinessDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmPermissionUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_BUSINESS.getType(),
CrmBusinessDO::getId, userId, pageReqVO.getSceneType(), Boolean.FALSE);
// 拼接自身的查询条件
query.selectAll(CrmBusinessDO.class)
.likeIfPresent(CrmBusinessDO::getName, pageReqVO.getName())
.orderByDesc(CrmBusinessDO::getId);
return selectJoinPage(pageReqVO, CrmBusinessDO.class, query);
}
default Long selectCountByStatusTypeId(Long statusTypeId) {
return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId);
}
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessProductMapper.java
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package cn.iocoder.yudao.module.crm.dal.mysql.business;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
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
*
* @author lzxhqs
*/
@Mapper
public interface CrmBusinessProductMapper extends BaseMapperX<CrmBusinessProductDO> {
default List<CrmBusinessProductDO> selectListByBusinessId(Long businessId) {
return selectList(CrmBusinessProductDO::getBusinessId, businessId);
}
}

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