p38192567
/
ruoyi-vue-pro1
mirror of https://gitee.com/zhijiantianya/ruoyi-vue-pro.git
1
0
Fork 0
Code Issues Projects Releases Wiki Activity

!853 CRM: 完善跟进日志 TODO 

Merge pull request !853 from puhui999/develop
This commit is contained in:
芋道源码 2024-01-26 15:18:17 +00:00 committed by Gitee
parent 7bb171512a ed92bf45ce
commit 1a7be60503
No known key found for this signature in database
GPG Key ID: 173E9B9CA92EEF8F
15 changed files with 277 additions and 86 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

4
yudao-module-crm/yudao-module-crm-biz/pom.xml
View File

@ -70,5 +70,9 @@
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-test</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-tenant</artifactId>
</dependency>
</dependencies>
</project>

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
View File

@ -2,14 +2,14 @@ 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.CrmOperateLogV2RespVO;
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 cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.validation.Valid;
@ -51,16 +51,14 @@ public class CrmOperateLogController {
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), CRM_RECEIVABLE_PLAN_TYPE);
}
// TODO @puhui999：还是搞个 VO 出来哈
@GetMapping("/page")
@Operation(summary = "获得操作日志")
@Parameter(name = "id", description = "客户编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<OperateLogV2RespDTO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
@PreAuthorize("@ss.hasPermission('crm:operate-log:query')")
public CommonResult<PageResult<CrmOperateLogV2RespVO>> 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(operateLogApi.getOperateLogPage(reqDTO));
return success(BeanUtils.toBean(operateLogApi.getOperateLogPage(reqDTO), CrmOperateLogV2RespVO.class));
}
}

89
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogV2RespVO.java Normal file
View File

@ -0,0 +1,89 @@
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 跟进 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmOperateLogV2RespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
/**
* 链路追踪编号
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String traceId;
/**
* 用户编号
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
private Long userId;
/**
* 用户名称
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String userName;
/**
* 用户类型
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer userType;
/**
* 操作模块类型
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String type;
/**
* 操作名
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "修改客户")
private String subType;
/**
* 操作模块业务编号
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long bizId;
/**
* 操作内容
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "将什么从什么改为了什么")
private String action;
/**
* 拓展字段
*/
@Schema(description = "编号", example = "{orderId: 1}")
private String extra;
/**
* 请求方法名
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String requestMethod;
/**
* 请求地址
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String requestUrl;
/**
* 用户 IP
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String userIp;
/**
* 浏览器 UA
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String userAgent;
/**
* 创建时间
*/
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-01-01")
private LocalDateTime createTime;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/permission/CrmPermissionConvert.java
View File

@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.convert.permission;
import cn.hutool.core.collection.CollUtil;
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.CrmPermissionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
@ -29,13 +30,10 @@ public interface CrmPermissionConvert {
CrmPermissionConvert INSTANCE = Mappers.getMapper(CrmPermissionConvert.class);
// TODO @puhui999：这个要不也搞到 copy 里
List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission);
default List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission, List<AdminUserRespDTO> userList,
default List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permissions, List<AdminUserRespDTO> userList,
Map<Long, DeptRespDTO> deptMap, Map<Long, PostRespDTO> postMap) {
Map<Long, AdminUserRespDTO> userMap = CollectionUtils.convertMap(userList, AdminUserRespDTO::getId);
return CollectionUtils.convertList(convert(permission), item -> {
return 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()));

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/customer/CrmCustomerDO.java
View File

@ -114,10 +114,15 @@ public class CrmCustomerDO extends BaseDO {
*/
private String detailAddress;
/**
* 最后接收时间
*/
private LocalDateTime receiveTime;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 最后跟进内容
*/

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

@ -10,6 +10,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageR
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import org.springframework.lang.Nullable;
@ -99,4 +100,10 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
}
default List<CrmCustomerDO> selectListByLockStatusAndOwnerUserIdNotNull(Boolean lockStatus) {
return selectList(new LambdaQueryWrapper<CrmCustomerDO>()
.eq(CrmCustomerDO::getLockStatus, lockStatus)
.isNotNull(CrmCustomerDO::getOwnerUserId));
}
}

28
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/permission/core/util/CrmPermissionUtils.java
View File

@ -1,9 +1,17 @@
package cn.iocoder.yudao.module.crm.framework.permission.core.util;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionRoleCodeEnum;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.system.api.permission.PermissionApi;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
/**
@ -22,6 +30,21 @@ public class CrmPermissionUtils {
return SingletonManager.getPermissionApi().hasAnyRoles(getLoginUserId(), CrmPermissionRoleCodeEnum.CRM_ADMIN.getCode());
}
/**
* 校验权限
*
* @param bizType 数据类型，关联 {@link CrmBizTypeEnum}
* @param bizId 数据编号，关联 {@link CrmBizTypeEnum} 对应模块 DO#getId()
* @param userId 用户编号
* @param levelEnum 权限级别
* @return boolean
*/
public static boolean hasPermission(Integer bizType, Long bizId, Long userId, CrmPermissionLevelEnum levelEnum) {
List<CrmPermissionDO> permissionList = SingletonManager.getCrmPermissionService().getPermissionListByBiz(bizType, bizId);
return anyMatch(permissionList, permission ->
ObjUtil.equal(permission.getUserId(), userId) && ObjUtil.equal(permission.getLevel(), levelEnum.getLevel()));
}
/**
* 静态内部类实现单例获取
*
@ -30,11 +53,16 @@ public class CrmPermissionUtils {
private static class SingletonManager {
private static final PermissionApi PERMISSION_API = SpringUtil.getBean(PermissionApi.class);
private static final CrmPermissionService CRM_PERMISSION_SERVICE = SpringUtil.getBean(CrmPermissionService.class);
public static PermissionApi getPermissionApi() {
return PERMISSION_API;
}
public static CrmPermissionService getCrmPermissionService() {
return CRM_PERMISSION_SERVICE;
}
}
}

27
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/job/customer/CrmCustomerAutoPutPoolJob.java Normal file
View File

@ -0,0 +1,27 @@
package cn.iocoder.yudao.module.crm.job.customer;
import cn.iocoder.yudao.framework.quartz.core.handler.JobHandler;
import cn.iocoder.yudao.framework.tenant.core.job.TenantJob;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Component;
/**
* 客户自动掉入公海 Job
*
* @author 芋道源码
*/
@Component
public class CrmCustomerAutoPutPoolJob implements JobHandler {
@Resource
private CrmCustomerService customerService;
@Override
@TenantJob
public String execute(String param) {
int count = customerService.customerAutoPutPoolBySystem();
return String.format("掉入公海客户 %s 个", count);
}
}

1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/job/package-info.java Normal file
View File

@ -0,0 +1 @@
package cn.iocoder.yudao.module.crm.job;

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
View File

@ -3,7 +3,6 @@ package cn.iocoder.yudao.module.crm.service.clue;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.core.lang.Assert;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.core.util.ObjectUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
@ -15,7 +14,6 @@ import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransformReqV
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
import cn.iocoder.yudao.module.crm.convert.clue.CrmClueConvert;
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.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@ -193,46 +191,39 @@ public class CrmClueServiceImpl implements CrmClueService {
}
// 2. 遍历线索(未转化的线索)，创建对应的客户
// TODO @puhui999：这里不用过滤了；
List<CrmClueDO> translateClues = filterList(clues, clue -> ObjUtil.equal(Boolean.FALSE, clue.getTransformStatus()));
List<CrmCustomerDO> customers = customerService.createCustomerBatch(convertList(translateClues, clue ->
BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class)), userId);
clues.forEach(clue -> {
Long customerId = customerService.createCustomer(BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class), userId);
clue.setCustomerId(customerId);
});
// TODO @puhui999：这里不用搞一个 clueCustomerIdMap 出来；可以考虑逐个创建，然后把 customerId 设置回 CrmClueDO；避免 name 匹配，极端会有问题哈；
// TODO 是不是就直接 foreach 处理好了；因为本身量不大，for 处理性能 ok，可阅读性好
Map<Long, Long> clueCustomerIdMap = new HashMap<>(translateClues.size());
// 2.1 更新线索
clueMapper.updateBatch(convertList(customers, customer -> {
CrmClueDO firstClue = findFirst(translateClues, clue -> ObjUtil.equal(clue.getName(), customer.getName()));
clueCustomerIdMap.put(firstClue.getId(), customer.getId());
return new CrmClueDO().setId(firstClue.getId()).setTransformStatus(Boolean.TRUE).setCustomerId(customer.getId());
}));
clueMapper.updateBatch(convertList(clues, clue -> new CrmClueDO().setId(clue.getId()).setTransformStatus(Boolean.TRUE)
.setCustomerId(clue.getCustomerId())));
// 2.3 复制跟进
updateFollowUpRecords(clueCustomerIdMap);
updateFollowUpRecords(clues);
// 3. 记录操作日志
for (CrmClueDO clue : translateClues) {
// TODO @puhui999：这里优化下，translate 操作日志
getSelf().receiveClueLog(clue);
for (CrmClueDO clue : clues) {
getSelf().translateCustomerLog(clue);
}
}
private void updateFollowUpRecords(Map<Long, Long> clueCustomerIdMap) {
private void updateFollowUpRecords(List<CrmClueDO> clues) {
List<CrmFollowUpRecordDO> followUpRecords = followUpRecordService.getFollowUpRecordByBiz(
CrmBizTypeEnum.CRM_LEADS.getType(), clueCustomerIdMap.keySet());
CrmBizTypeEnum.CRM_LEADS.getType(), convertSet(clues, CrmClueDO::getId));
if (CollUtil.isEmpty(followUpRecords)) {
return;
}
Map<Long, CrmClueDO> clueMap = convertMap(clues, CrmClueDO::getId);
// 创建跟进
followUpRecordService.createFollowUpRecordBatch(convertList(followUpRecords, followUpRecord ->
BeanUtils.toBean(followUpRecord, CrmFollowUpCreateReqBO.class).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
.setBizId(clueCustomerIdMap.get(followUpRecord.getBizId()))));
.setBizId(clueMap.get(followUpRecord.getBizId()).getCustomerId())));
}
@LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_TRANSLATE_SUB_TYPE, bizNo = "{{#clue.id}}",
success = CRM_LEADS_TRANSLATE_SUCCESS)
public void receiveClueLog(CrmClueDO clue) {
public void translateCustomerLog(CrmClueDO clue) {
// 记录操作日志上下文
LogRecordContext.putVariable("clue", clue);
}

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

@ -6,6 +6,9 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.mysql.contactbusinesslink.CrmContactBusinessMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import jakarta.annotation.Resource;
import org.springframework.context.annotation.Lazy;
@ -19,7 +22,6 @@ import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionU
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_NOT_EXISTS;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CONTACT_NOT_EXISTS;
// TODO @puhui999：数据权限的校验；每个操作；
/**
* 联系人与商机的关联 Service 实现类
*
@ -40,6 +42,7 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
private CrmContactService contactService;
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#createReqVO.contactId", level = CrmPermissionLevelEnum.WRITE)
public void createContactBusinessList(CrmContactBusinessReqVO createReqVO) {
CrmContactDO contact = contactService.getContact(createReqVO.getContactId());
if (contact == null) {
@ -65,6 +68,7 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#deleteReqVO.contactId", level = CrmPermissionLevelEnum.WRITE)
public void deleteContactBusinessList(CrmContactBusinessReqVO deleteReqVO) {
CrmContactDO contact = contactService.getContact(deleteReqVO.getContactId());
if (contact == null) {
@ -76,11 +80,13 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#contactId", level = CrmPermissionLevelEnum.WRITE)
public void deleteContactBusinessByContactId(Long contactId) {
contactBusinessMapper.delete(CrmContactBusinessDO::getContactId,contactId);
contactBusinessMapper.delete(CrmContactBusinessDO::getContactId, contactId);
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#contactId", level = CrmPermissionLevelEnum.READ)
public List<CrmContactBusinessDO> getContactBusinessListByContactId(Long contactId) {
return contactBusinessMapper.selectListByContactId(contactId);
}

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

@ -100,13 +100,13 @@ public interface CrmCustomerService {
void updateCustomerFollowUp(CrmUpdateFollowUpReqBO customerUpdateFollowUpReqBO);
/**
* 批量创建客户
* 创建客户
*
* @param customerCreateReqBOs 请求
* @param userId 用户编号
* @param customerCreateReq 请求信息
* @param userId 用户编号
* @return 客户列表
*/
List<CrmCustomerDO> createCustomerBatch(List<CrmCustomerCreateReqBO> customerCreateReqBOs, Long userId);
Long createCustomer(CrmCustomerCreateReqBO customerCreateReq, Long userId);
// ==================== 公海相关操作 ====================
@ -126,4 +126,11 @@ public interface CrmCustomerService {
*/
void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
/**
* 【系统】客户自动掉入公海
*
* @return 掉入公海数量
*/
int customerAutoPutPoolBySystem();
}

98
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
View File

@ -2,9 +2,11 @@ package cn.iocoder.yudao.module.crm.service.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerLockReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
@ -13,6 +15,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTrans
import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
@ -31,6 +34,7 @@ import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
import com.mzt.logapi.starter.annotation.LogRecord;
import jakarta.annotation.Resource;
import lombok.extern.slf4j.Slf4j;
import org.springframework.context.annotation.Lazy;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
@ -43,12 +47,10 @@ import java.util.Collections;
import java.util.List;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_LOCK_LIMIT;
import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_OWNER_LIMIT;
import static java.util.Collections.emptyList;
import static java.util.Collections.singletonList;
/**
@ -57,6 +59,7 @@ import static java.util.Collections.singletonList;
* @author Wanwan
*/
@Service
@Slf4j
@Validated
public class CrmCustomerServiceImpl implements CrmCustomerService {
@ -69,6 +72,9 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
private CrmCustomerLimitConfigService customerLimitConfigService;
@Resource
@Lazy
private CrmCustomerPoolConfigService customerPoolConfigService;
@Resource
@Lazy
private CrmContactService contactService;
@Resource
@Lazy
@ -91,9 +97,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
// 2. 插入客户
CrmCustomerDO customer = BeanUtils.toBean(createReqVO, CrmCustomerDO.class)
.setLockStatus(false).setDealStatus(false)
.setContactLastTime(LocalDateTime.now());
// TODO @puhui999：可能要加个 receiveTime 字段，记录最后接收时间
.setLockStatus(false).setDealStatus(false).setContactLastTime(LocalDateTime.now());
customerMapper.insert(customer);
// 3. 创建数据权限
@ -214,24 +218,24 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
@Override
@Transactional(rollbackFor = Exception.class)
public List<CrmCustomerDO> createCustomerBatch(List<CrmCustomerCreateReqBO> customerCreateReqBOs, Long userId) {
if (CollUtil.isEmpty(customerCreateReqBOs)) {
return emptyList();
}
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_CREATE_SUB_TYPE, bizNo = "{{#customer.id}}",
success = CRM_CUSTOMER_CREATE_SUCCESS)
public Long createCustomer(CrmCustomerCreateReqBO customerCreateReq, Long userId) {
// 1. 插入客户
CrmCustomerDO customer = BeanUtils.toBean(customerCreateReq, CrmCustomerDO.class).setOwnerUserId(userId)
.setLockStatus(false).setDealStatus(false).setReceiveTime(LocalDateTime.now());
customerMapper.insert(customer);
// 创建客户
List<CrmCustomerDO> customers = convertList(customerCreateReqBOs, customerBO ->
BeanUtils.toBean(customerBO, CrmCustomerDO.class).setOwnerUserId(userId));
customerMapper.insertBatch(customers);
// 2. 创建数据权限
permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
.setBizId(customer.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel())); // 设置当前操作的人为负责人
// 创建负责人数据权限
permissionService.createPermissionBatch(convertList(customers, customer -> new CrmPermissionCreateReqBO()
.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()).setBizId(customer.getId()).setUserId(userId)
.setLevel(CrmPermissionLevelEnum.OWNER.getLevel())));
return customers;
// 3. 记录操作日志上下文
LogRecordContext.putVariable("customer", customer);
return customer.getId();
}
// ==================== 公海相关操作 ====================
// ==================== 公海相关操作 ====================
@Override
@Transactional(rollbackFor = Exception.class)
@ -249,17 +253,8 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
// 1.3. 校验客户是否锁定
validateCustomerIsLocked(customer, true);
// 2.1 设置负责人为 NULL
int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
if (updateOwnerUserIncr == 0) {
throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
}
// 2.2 删除负责人数据权限
permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
CrmPermissionLevelEnum.OWNER.getLevel());
// 3. 联系人的负责人，也要设置为 null。因为：因为领取后，负责人也要关联过来，这块和 receiveCustomer 是对应的
contactService.updateOwnerUserIdByCustomerId(customer.getId(), null);
// 2. 客户放入公海
putCustomerPool(customer);
// 记录操作日志上下文
LogRecordContext.putVariable("customerName", customer.getName());
@ -317,6 +312,49 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
}
}
@Override
public int customerAutoPutPoolBySystem() {
CrmCustomerPoolConfigDO poolConfig = customerPoolConfigService.getCustomerPoolConfig();
if (poolConfig == null || !poolConfig.getEnabled()) {
return 0;
}
// 获取没有锁定的不在公海的客户
List<CrmCustomerDO> customerList = customerMapper.selectListByLockStatusAndOwnerUserIdNotNull(Boolean.FALSE);
List<CrmCustomerDO> poolCustomerList = CollectionUtils.filterList(customerList, customer -> {
// 1.1 未成交放入公海
if (!customer.getDealStatus()) {
return (poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getCreateTime())) <= 0;
}
// 1.2 未跟进放入公海
LocalDateTime lastTime = ObjUtil.defaultIfNull(customer.getContactLastTime(), customer.getCreateTime());
return (poolConfig.getContactExpireDays() - LocalDateTimeUtils.between(lastTime)) <= 0;
});
int count = 0;
for (CrmCustomerDO customer : poolCustomerList) {
try {
getSelf().putCustomerPool(customer);
count++;
} catch (Throwable e) {
log.error("[customerAutoPutPoolBySystem][Customer 客户({}) 放入公海异常]", customer.getId(), e);
}
}
return count;
}
private void putCustomerPool(CrmCustomerDO customer) {
// 1. 设置负责人为 NULL
int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
if (updateOwnerUserIncr == 0) {
throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
}
// 2. 删除负责人数据权限
permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
CrmPermissionLevelEnum.OWNER.getLevel());
// 3. 联系人的负责人，也要设置为 null。因为：因为领取后，负责人也要关联过来，这块和 receiveCustomer 是对应的
contactService.updateOwnerUserIdByCustomerId(customer.getId(), null);
}
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_RECEIVE_SUB_TYPE, bizNo = "{{#customer.id}}",
success = CRM_CUSTOMER_RECEIVE_SUCCESS)
public void receiveCustomerLog(CrmCustomerDO customer, String ownerUserName) {

20
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
View File

@ -7,7 +7,6 @@ import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
import cn.iocoder.yudao.module.crm.dal.mysql.followup.CrmFollowUpRecordMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
@ -31,10 +30,10 @@ import java.util.Collections;
import java.util.List;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.FOLLOW_UP_RECORD_DELETE_DENIED;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.FOLLOW_UP_RECORD_NOT_EXISTS;
import static cn.iocoder.yudao.module.crm.framework.permission.core.util.CrmPermissionUtils.hasPermission;
/**
* 跟进记录 Service 实现类
@ -94,14 +93,15 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
customerService.updateCustomerFollowUp(updateFollowUpReqBO);
}
// TODO @puhui999：这两个，不更新 contactLastTime、contactLastContent，只更新 nextTime
// 3.1 更新 contactIds 对应的记录
if (CollUtil.isNotEmpty(createReqVO.getContactIds())) {
contactService.updateContactFollowUpBatch(convertList(createReqVO.getContactIds(), updateFollowUpReqBO::setBizId));
contactService.updateContactFollowUpBatch(convertList(createReqVO.getContactIds(),
contactId -> updateFollowUpReqBO.setBizId(contactId).setContactLastTime(null).setContactLastContent(null)));
}
// 3.2 需要更新 businessIds、contactIds 对应的记录
if (CollUtil.isNotEmpty(createReqVO.getBusinessIds())) {
businessService.updateBusinessFollowUpBatch(convertList(createReqVO.getBusinessIds(), updateFollowUpReqBO::setBizId));
businessService.updateBusinessFollowUpBatch(convertList(createReqVO.getBusinessIds(),
businessId -> updateFollowUpReqBO.setBizId(businessId).setContactLastTime(null).setContactLastContent(null)));
}
return followUpRecord.getId();
}
@ -112,8 +112,7 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
return;
}
List<CrmFollowUpRecordDO> followUpRecords = BeanUtils.toBean(followUpCreateReqBOs, CrmFollowUpRecordDO.class);
crmFollowUpRecordMapper.insertBatch(followUpRecords);
crmFollowUpRecordMapper.insertBatch(BeanUtils.toBean(followUpCreateReqBOs, CrmFollowUpRecordDO.class));
}
@Override
@ -121,12 +120,7 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
// 校验存在
CrmFollowUpRecordDO followUpRecord = validateFollowUpRecordExists(id);
// 校验权限
// TODO @puhui999：是不是封装一个 hasPermission，更简介一点；
List<CrmPermissionDO> permissionList = permissionService.getPermissionListByBiz(
followUpRecord.getBizType(), followUpRecord.getBizId());
boolean hasPermission = anyMatch(permissionList, permission ->
ObjUtil.equal(permission.getUserId(), userId) && ObjUtil.equal(permission.getLevel(), CrmPermissionLevelEnum.OWNER.getLevel()));
if (!hasPermission) {
if (!hasPermission(followUpRecord.getBizType(), followUpRecord.getBizId(), userId, CrmPermissionLevelEnum.OWNER)) {
throw exception(FOLLOW_UP_RECORD_DELETE_DENIED);
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/bo/CrmUpdateFollowUpReqBO.java
View File

@ -21,7 +21,6 @@ public class CrmUpdateFollowUpReqBO {
@Schema(description = "最后跟进时间")
@DiffLogField(name = "最后跟进时间")
@NotNull(message = "最后跟进时间不能为空")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@ -30,7 +29,6 @@ public class CrmUpdateFollowUpReqBO {
@Schema(description = "最后更进内容")
@DiffLogField(name = "最后更进内容")
@NotNull(message = "最后更进内容不能为空")
private String contactLastContent;
}