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;
+ }
+
+}
diff --git a/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/util/FlowableUtils.java b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/util/FlowableUtils.java
new file mode 100644
index 0000000000..2a0fc38ac5
--- /dev/null
+++ b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/util/FlowableUtils.java
@@ -0,0 +1,32 @@
+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";
+ }
+
+}
diff --git a/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/web/FlowableWebFilter.java b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/web/FlowableWebFilter.java
new file mode 100644
index 0000000000..d9845a394c
--- /dev/null
+++ b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/core/web/FlowableWebFilter.java
@@ -0,0 +1,35 @@
+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();
+ }
+ }
+}
diff --git a/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/package-info.java b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/package-info.java
new file mode 100644
index 0000000000..324d3de0ec
--- /dev/null
+++ b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/java/cn/iocoder/yudao/framework/flowable/package-info.java
@@ -0,0 +1 @@
+package cn.iocoder.yudao.framework.flowable;
diff --git a/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/resources/META-INF/spring/org.springframework.boot.autoconfigure.AutoConfiguration.imports b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/resources/META-INF/spring/org.springframework.boot.autoconfigure.AutoConfiguration.imports
new file mode 100644
index 0000000000..1df61598ce
--- /dev/null
+++ b/yudao-module-bpm/yudao-spring-boot-starter-flowable/src/main/resources/META-INF/spring/org.springframework.boot.autoconfigure.AutoConfiguration.imports
@@ -0,0 +1 @@
+cn.iocoder.yudao.framework.flowable.config.YudaoFlowableConfiguration
\ No newline at end of file
diff --git a/yudao-module-crm/pom.xml b/yudao-module-crm/pom.xml
new file mode 100644
index 0000000000..310a7df872
--- /dev/null
+++ b/yudao-module-crm/pom.xml
@@ -0,0 +1,24 @@
+
+
+
+ cn.iocoder.boot
+ yudao
+ ${revision}
+
+
+ yudao-module-crm-api
+ yudao-module-crm-biz
+
+ 4.0.0
+ yudao-module-crm
+ pom
+
+ ${project.artifactId}
+
+ 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
+
+
+
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
new file mode 100644
index 0000000000..eee2b32d9c
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
@@ -0,0 +1,19 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
new file mode 100644
index 0000000000..a15a3211b4
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
@@ -0,0 +1,103 @@
+package cn.iocoder.yudao.module.crm.enums;
+
+import cn.iocoder.yudao.framework.common.exception.ErrorCode;
+
+/**
+ * CRM 错误码枚举类
+ *
+ * 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");
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
new file mode 100644
index 0000000000..c2c835b7f1
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
@@ -0,0 +1,163 @@
+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";
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBusinessEndStatusEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBusinessEndStatusEnum.java
new file mode 100644
index 0000000000..4736c01b77
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBusinessEndStatusEnum.java
@@ -0,0 +1,45 @@
+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);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java
new file mode 100644
index 0000000000..8402ad2886
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java
@@ -0,0 +1,52 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java
new file mode 100644
index 0000000000..7b44fe962e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java
@@ -0,0 +1,53 @@
+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);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/receivable/CrmReceivableReturnTypeEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/receivable/CrmReceivableReturnTypeEnum.java
new file mode 100644
index 0000000000..3c01fe95c1
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/receivable/CrmReceivableReturnTypeEnum.java
@@ -0,0 +1,43 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/pom.xml b/yudao-module-crm/yudao-module-crm-biz/pom.xml
new file mode 100644
index 0000000000..04e048da79
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/pom.xml
@@ -0,0 +1,79 @@
+
+
+
+ cn.iocoder.boot
+ yudao-module-crm
+ ${revision}
+
+ 4.0.0
+ yudao-module-crm-biz
+
+ ${project.artifactId}
+
+ 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
+
+
+
+
+ cn.iocoder.boot
+ yudao-module-system-api
+ ${revision}
+
+
+ cn.iocoder.boot
+ yudao-module-crm-api
+ ${revision}
+
+
+ cn.iocoder.boot
+ yudao-module-bpm-api
+ ${revision}
+
+
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-biz-operatelog
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-biz-ip
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-biz-tenant
+
+
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-web
+
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-security
+
+
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-mybatis
+
+
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-excel
+
+
+
+
+ cn.iocoder.boot
+ yudao-spring-boot-starter-test
+
+
+
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java
new file mode 100644
index 0000000000..8cd44bd8cb
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java
@@ -0,0 +1,222 @@
+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 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 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 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 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 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 businessProducts = businessService.getBusinessProductListByBusinessId(businessVO.getId());
+ Map 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> getSimpleContactList() {
+ CrmBusinessPageReqVO reqVO = new CrmBusinessPageReqVO();
+ reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
+ PageResult 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> getBusinessPage(@Valid CrmBusinessPageReqVO pageVO) {
+ PageResult 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> getBusinessPageByCustomer(@Valid CrmBusinessPageReqVO pageReqVO) {
+ if (pageReqVO.getCustomerId() == null) {
+ throw exception(CUSTOMER_NOT_EXISTS);
+ }
+ PageResult 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> getBusinessContactPage(@Valid CrmBusinessPageReqVO pageReqVO) {
+ PageResult 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 list = businessService.getBusinessPage(exportReqVO, getLoginUserId()).getList();
+ // 导出 Excel
+ ExcelUtils.write(response, "商机.xls", "数据", CrmBusinessRespVO.class,
+ buildBusinessDetailList(list));
+ }
+
+ private List buildBusinessDetailList(List list) {
+ if (CollUtil.isEmpty(list)) {
+ return Collections.emptyList();
+ }
+ // 1.1 获取客户列表
+ Map customerMap = customerService.getCustomerMap(
+ convertSet(list, CrmBusinessDO::getCustomerId));
+ // 1.2 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ Map deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
+ // 1.3 获得商机状态组
+ Map statusTypeMap = businessStatusTypeService.getBusinessStatusTypeMap(
+ convertSet(list, CrmBusinessDO::getStatusTypeId));
+ Map 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 transferBusiness(@Valid @RequestBody CrmBusinessTransferReqVO reqVO) {
+ businessService.transferBusiness(reqVO, getLoginUserId());
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessStatusController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessStatusController.java
new file mode 100644
index 0000000000..db80306730
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessStatusController.java
@@ -0,0 +1,126 @@
+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 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 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 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 getBusinessStatusType(@RequestParam("id") Long id) {
+ CrmBusinessStatusTypeDO statusType = businessStatusTypeService.getBusinessStatusType(id);
+ if (statusType == null) {
+ return success(null);
+ }
+ List 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> getBusinessStatusPage(@Valid PageParam pageReqVO) {
+ // 1. 查询数据
+ PageResult pageResult = businessStatusTypeService.getBusinessStatusTypePage(pageReqVO);
+ if (CollUtil.isEmpty(pageResult.getList())) {
+ return success(PageResult.empty(pageResult.getTotal()));
+ }
+ // 2. 拼接数据
+ Map userMap = adminUserApi.getUserMap(
+ convertSet(pageResult.getList(), statusType -> Long.parseLong(statusType.getCreator())));
+ Map 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> getBusinessStatusTypeSimpleList() {
+ List 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> getBusinessStatusSimpleList(@RequestParam("typeId") Long typeId) {
+ List list = businessStatusTypeService.getBusinessStatusListByTypeId(typeId);
+ return success(BeanUtils.toBean(list, CrmBusinessStatusRespVO.Status.class));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java
new file mode 100644
index 0000000000..49cdcb80be
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java
@@ -0,0 +1,144 @@
+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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java
new file mode 100644
index 0000000000..9275e0e032
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java
@@ -0,0 +1,95 @@
+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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessUpdateStatusReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessUpdateStatusReqVO.java
new file mode 100644
index 0000000000..3fe7d9f47f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessUpdateStatusReqVO.java
@@ -0,0 +1,31 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusRespVO.java
new file mode 100644
index 0000000000..a2ee1dfe5a
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusRespVO.java
@@ -0,0 +1,51 @@
+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 deptIds;
+ @Schema(description = "使用的部门名称", requiredMode = Schema.RequiredMode.REQUIRED)
+ private List 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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusSaveReqVO.java
new file mode 100644
index 0000000000..42d6620e90
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusSaveReqVO.java
@@ -0,0 +1,50 @@
+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 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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
new file mode 100644
index 0000000000..eeae08b985
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
@@ -0,0 +1,173 @@
+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 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 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 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 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> getCluePage(@Valid CrmCluePageReqVO pageVO) {
+ PageResult 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 list = clueService.getCluePage(pageReqVO, getLoginUserId()).getList();
+ // 导出 Excel
+ ExcelUtils.write(response, "线索.xls", "数据", CrmClueRespVO.class, buildClueDetailList(list));
+ }
+
+ private List buildClueDetailList(List list) {
+ if (CollUtil.isEmpty(list)) {
+ return Collections.emptyList();
+ }
+ // 1.1 获取客户列表
+ Map customerMap = customerService.getCustomerMap(
+ convertSet(list, CrmClueDO::getCustomerId));
+ // 1.2 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ Map 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 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 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 getFollowClueCount() {
+ return success(clueService.getFollowClueCount(getLoginUserId()));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java
new file mode 100644
index 0000000000..a63d946e9d
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java
@@ -0,0 +1,48 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java
new file mode 100644
index 0000000000..56e5c25612
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java
@@ -0,0 +1,129 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java
new file mode 100644
index 0000000000..aff2ad1eb8
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java
@@ -0,0 +1,109 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java
new file mode 100644
index 0000000000..adf58a921f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java
@@ -0,0 +1,227 @@
+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 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 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 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 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> getSimpleContactList() {
+ List 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> getContactPage(@Valid CrmContactPageReqVO pageVO) {
+ PageResult 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> getContactPageByCustomer(@Valid CrmContactPageReqVO pageVO) {
+ Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
+ PageResult 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> getContactPageByBusiness(@Valid CrmContactPageReqVO pageVO) {
+ Assert.notNull(pageVO.getBusinessId(), "商机编号不能为空");
+ PageResult 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 list = contactService.getContactPage(exportReqVO, getLoginUserId()).getList();
+ ExcelUtils.write(response, "联系人.xls", "数据", CrmContactRespVO.class, buildContactDetailList(list));
+ }
+
+ private List buildContactDetailList(List contactList) {
+ if (CollUtil.isEmpty(contactList)) {
+ return Collections.emptyList();
+ }
+ // 1.1 获取客户列表
+ Map customerMap = customerService.getCustomerMap(
+ convertSet(contactList, CrmContactDO::getCustomerId));
+ // 1.2 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(contactList,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ Map deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
+ // 1.3 直属上级 Map
+ Map 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 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 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 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 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 deleteContactBusinessList(@Valid @RequestBody CrmContactBusiness2ReqVO deleteReqVO) {
+ contactBusinessLinkService.deleteContactBusinessList2(deleteReqVO);
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusiness2ReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusiness2ReqVO.java
new file mode 100644
index 0000000000..edc07bf962
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusiness2ReqVO.java
@@ -0,0 +1,22 @@
+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 contactIds;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusinessReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusinessReqVO.java
new file mode 100644
index 0000000000..aaac18e43e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusinessReqVO.java
@@ -0,0 +1,22 @@
+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 businessIds;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java
new file mode 100644
index 0000000000..6698a3855e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java
@@ -0,0 +1,45 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactRespVO.java
new file mode 100644
index 0000000000..b2b1e83848
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactRespVO.java
@@ -0,0 +1,122 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactSaveReqVO.java
new file mode 100644
index 0000000000..f16af86bfa
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactSaveReqVO.java
@@ -0,0 +1,98 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractConfigController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractConfigController.java
new file mode 100644
index 0000000000..369260fcbc
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractConfigController.java
@@ -0,0 +1,45 @@
+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 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 saveCustomerPoolConfig(@Valid @RequestBody CrmContractConfigSaveReqVO updateReqVO) {
+ contractConfigService.saveContractConfig(updateReqVO);
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
new file mode 100644
index 0000000000..5939fef4b4
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
@@ -0,0 +1,256 @@
+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 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 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 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 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 businessProducts = contractService.getContractProductListByContractId(contractVO.getId());
+ Map 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> getContractPage(@Valid CrmContractPageReqVO pageVO) {
+ PageResult 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> getContractPageByCustomer(@Valid CrmContractPageReqVO pageVO) {
+ Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
+ PageResult 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> getContractPageByBusiness(@Valid CrmContractPageReqVO pageVO) {
+ Assert.notNull(pageVO.getBusinessId(), "商机编号不能为空");
+ PageResult 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 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 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 submitContract(@RequestParam("id") Long id) {
+ contractService.submitContract(id, getLoginUserId());
+ return success(true);
+ }
+
+ private List buildContractDetailList(List contractList) {
+ if (CollUtil.isEmpty(contractList)) {
+ return Collections.emptyList();
+ }
+ // 1.1 获取客户列表
+ Map customerMap = customerService.getCustomerMap(
+ convertSet(contractList, CrmContractDO::getCustomerId));
+ // 1.2 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(contractList,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ Map deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
+ // 1.3 获取联系人
+ Map contactMap = convertMap(contactService.getContactList(convertSet(contractList,
+ CrmContractDO::getSignContactId)), CrmContactDO::getId);
+ // 1.4 获取商机
+ Map businessMap = businessService.getBusinessMap(
+ convertSet(contractList, CrmContractDO::getBusinessId));
+ // 1.5 获得已回款金额
+ Map 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 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 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> getContractSimpleList(@RequestParam("customerId") Long customerId) {
+ CrmContractPageReqVO pageReqVO = new CrmContractPageReqVO().setCustomerId(customerId);
+ pageReqVO.setPageSize(PageParam.PAGE_SIZE_NONE); // 不分页
+ PageResult pageResult = contractService.getContractPageByCustomerId(pageReqVO);
+ if (CollUtil.isEmpty(pageResult.getList())) {
+ return success(Collections.emptyList());
+ }
+ // 拼接数据
+ Map 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))));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/config/CrmContractConfigRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/config/CrmContractConfigRespVO.java
new file mode 100644
index 0000000000..c39cf92692
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/config/CrmContractConfigRespVO.java
@@ -0,0 +1,16 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/config/CrmContractConfigSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/config/CrmContractConfigSaveReqVO.java
new file mode 100644
index 0000000000..2eb79d8e0a
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/config/CrmContractConfigSaveReqVO.java
@@ -0,0 +1,33 @@
+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());
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractPageReqVO.java
new file mode 100644
index 0000000000..74f8008b8f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractPageReqVO.java
@@ -0,0 +1,50 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractRespVO.java
new file mode 100644
index 0000000000..a01bc110b9
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractRespVO.java
@@ -0,0 +1,162 @@
+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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractSaveReqVO.java
new file mode 100644
index 0000000000..9e06296f0f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractSaveReqVO.java
@@ -0,0 +1,111 @@
+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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractTransferReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractTransferReqVO.java
new file mode 100644
index 0000000000..57c9fe65a2
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractTransferReqVO.java
@@ -0,0 +1,26 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
new file mode 100644
index 0000000000..d661f6366e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
@@ -0,0 +1,342 @@
+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 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 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 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 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 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> getCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
+ // 1. 查询客户分页
+ PageResult 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 buildCustomerDetailList(List list) {
+ if (CollUtil.isEmpty(list)) {
+ return java.util.Collections.emptyList();
+ }
+ // 1.1 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ Map deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
+ // 1.2 获取距离进入公海的时间
+ Map 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> getPutPoolRemindCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
+ // 1. 查询客户分页
+ PageResult 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 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 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 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 getPoolDayMap(List 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> getCustomerSimpleList() {
+ CrmCustomerPageReqVO reqVO = new CrmCustomerPageReqVO();
+ reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
+ List 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 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 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>> builderSelectMap() {
+ List>> 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 customerIndustries = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_INDUSTRY);
+ selectMap.add(new KeyValue<>(ExcelColumn.I, customerIndustries));
+ // 获取客户等级
+ List customerLevels = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_LEVEL);
+ selectMap.add(new KeyValue<>(ExcelColumn.J, customerLevels));
+ // 获取客户来源
+ List 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 importExcel(@Valid @RequestBody CrmCustomerImportReqVO importReqVO)
+ throws Exception {
+ List 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 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 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 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 receiveCustomer(@RequestParam(value = "ids") List 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 distributeCustomer(@Valid @RequestBody CrmCustomerDistributeReqVO distributeReqVO) {
+ customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId(), Boolean.FALSE);
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerLimitConfigController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerLimitConfigController.java
new file mode 100644
index 0000000000..82a326c054
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerLimitConfigController.java
@@ -0,0 +1,104 @@
+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 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 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 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 getCustomerLimitConfig(@RequestParam("id") Long id) {
+ CrmCustomerLimitConfigDO limitConfig = customerLimitConfigService.getCustomerLimitConfig(id);
+ // 拼接数据
+ Map userMap = adminUserApi.getUserMap(limitConfig.getUserIds());
+ Map 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> getCustomerLimitConfigPage(@Valid CrmCustomerLimitConfigPageReqVO pageVO) {
+ PageResult pageResult = customerLimitConfigService.getCustomerLimitConfigPage(pageVO);
+ if (CollUtil.isEmpty(pageResult.getList())) {
+ return success(PageResult.empty(pageResult.getTotal()));
+ }
+ // 拼接数据
+ Map userMap = adminUserApi.getUserMap(
+ convertSetByFlatMap(pageResult.getList(), CrmCustomerLimitConfigDO::getUserIds, Collection::stream));
+ Map 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));
+ }));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerDistributeReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerDistributeReqVO.java
new file mode 100644
index 0000000000..4f8b0d4e86
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerDistributeReqVO.java
@@ -0,0 +1,22 @@
+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 ids;
+
+ @Schema(description = "负责人", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
+ @NotNull(message = "负责人不能为空")
+ private Long ownerUserId;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportExcelVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportExcelVO.java
new file mode 100644
index 0000000000..2c39472fd6
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportExcelVO.java
@@ -0,0 +1,64 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportReqVO.java
new file mode 100644
index 0000000000..bbf7163935
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportReqVO.java
@@ -0,0 +1,26 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportRespVO.java
new file mode 100644
index 0000000000..dda5bc5d11
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportRespVO.java
@@ -0,0 +1,24 @@
+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 createCustomerNames;
+
+ @Schema(description = "更新成功的客户名数组", requiredMode = Schema.RequiredMode.REQUIRED)
+ private List 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 failureCustomerNames;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerLockReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerLockReqVO.java
new file mode 100644
index 0000000000..10bf2e10af
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerLockReqVO.java
@@ -0,0 +1,16 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerPageReqVO.java
new file mode 100644
index 0000000000..73af5d6b13
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerPageReqVO.java
@@ -0,0 +1,58 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerRespVO.java
new file mode 100644
index 0000000000..236129918c
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerRespVO.java
@@ -0,0 +1,130 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerSaveReqVO.java
new file mode 100644
index 0000000000..daedb78300
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerSaveReqVO.java
@@ -0,0 +1,99 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java
new file mode 100644
index 0000000000..fb6bed0798
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java
@@ -0,0 +1,32 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
new file mode 100644
index 0000000000..c36c572e51
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
@@ -0,0 +1,105 @@
+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 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 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 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> getFollowUpRecordPage(@Valid CrmFollowUpRecordPageReqVO pageReqVO) {
+ PageResult pageResult = followUpRecordService.getFollowUpRecordPage(pageReqVO);
+ // 1.1 查询联系人和商机
+ Map contactMap = contactService.getContactMap(
+ convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream()));
+ Map businessMap = businessService.getBusinessMap(
+ convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream()));
+ // 1.2 查询用户
+ Map userMap = adminUserApi.getUserMap(
+ convertSet(pageResult.getList(), item -> Long.valueOf(item.getCreator())));
+ // 2. 拼接数据
+ PageResult 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);
+ }
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
new file mode 100644
index 0000000000..1ce10b73e3
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
@@ -0,0 +1,64 @@
+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 businessIds;
+ @Schema(description = "关联的商机数组")
+ private List businesses;
+
+ @Schema(description = "关联的联系人编号数组")
+ private List contactIds;
+ @Schema(description = "关联的联系人名称数组")
+ private List contacts;
+
+ @Schema(description = "图片")
+ private List picUrls;
+ @Schema(description = "附件")
+ private List 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;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
new file mode 100644
index 0000000000..fa49076f8d
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
@@ -0,0 +1,64 @@
+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 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> 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));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogRespVO.java
new file mode 100644
index 0000000000..8e458a8a0f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogRespVO.java
@@ -0,0 +1,44 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
new file mode 100644
index 0000000000..51d0a0a571
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
@@ -0,0 +1,135 @@
+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 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 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 deletePermission(@RequestParam("ids") Collection 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 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> getPermissionList(@RequestParam("bizType") Integer bizType,
+ @RequestParam("bizId") Long bizId) {
+ List permissions = permissionService.getPermissionListByBiz(bizType, bizId);
+ if (CollUtil.isEmpty(permissions)) {
+ return success(Collections.emptyList());
+ }
+
+ // 查询相关数据
+ Map userMap = adminUserApi.getUserMap(
+ convertSet(permissions, CrmPermissionDO::getUserId));
+ Map deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
+ Map 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 postList = MapUtils.getList(Multimaps.forMap(postMap), user.getPostIds());
+ item.setPostNames(CollectionUtils.convertSet(postList, PostRespDTO::getName));
+ });
+ return item;
+ }));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java
new file mode 100644
index 0000000000..f6f17da4ce
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java
@@ -0,0 +1,145 @@
+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