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✨ CRM：完善商机和联系人之间的关联

This commit is contained in:
YunaiV 2024-02-22 09:35:57 +08:00
parent d9b0c9b4cf
commit 740e9297fa
10 changed files with 77 additions and 53 deletions
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8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java
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@ -139,6 +139,14 @@ public class CrmContactController {
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-business")
@Operation(summary = "获得联系人分页，基于指定商机")
public CommonResult<PageResult<CrmContactRespVO>> getContactPageByBusiness(@Valid CrmContactPageReqVO pageVO) {
Assert.notNull(pageVO.getBusinessId(), "商机编号不能为空");
PageResult<CrmContactDO> pageResult = contactService.getContactPageByBusinessId(pageVO);
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出联系人 Excel")
@PreAuthorize("@ss.hasPermission('crm:contact:export')")

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java
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@ -39,4 +39,7 @@ public class CrmContactPageReqVO extends PageParam {
@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;
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/business/CrmBusinessConvert.java
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@ -1,22 +0,0 @@
package cn.iocoder.yudao.module.crm.convert.business;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
import org.mapstruct.Mapper;
import org.mapstruct.Mapping;
import org.mapstruct.factory.Mappers;
/**
* 商机 Convert
*
* @author ljlleo
*/
@Mapper
public interface CrmBusinessConvert {
CrmBusinessConvert INSTANCE = Mappers.getMapper(CrmBusinessConvert.class);
@Mapping(target = "bizId", source = "reqVO.id")
CrmPermissionTransferReqBO convert(CrmBusinessTransferReqVO reqVO, Long userId);
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contact/CrmContactBusinessMapper.java
View File

@ -31,4 +31,8 @@ public interface CrmContactBusinessMapper extends BaseMapperX<CrmContactBusiness
return selectList(CrmContactBusinessDO::getContactId, contactId);
}
default List<CrmContactBusinessDO> selectListByBusinessId(Long businessId) {
return selectList(CrmContactBusinessDO::getBusinessId, businessId);
}
}

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

@ -40,6 +40,18 @@ public interface CrmContactMapper extends BaseMapperX<CrmContactDO> {
.orderByDesc(CrmContactDO::getId));
}
default PageResult<CrmContactDO> selectPageByBusinessId(CrmContactPageReqVO pageVO, Collection<Long> ids) {
return selectPage(pageVO, new LambdaQueryWrapperX<CrmContactDO>()
.in(CrmContactDO::getId, ids) // 指定联系人编号
.likeIfPresent(CrmContactDO::getName, pageVO.getName())
.eqIfPresent(CrmContactDO::getMobile, pageVO.getMobile())
.eqIfPresent(CrmContactDO::getTelephone, pageVO.getTelephone())
.eqIfPresent(CrmContactDO::getEmail, pageVO.getEmail())
.eqIfPresent(CrmContactDO::getQq, pageVO.getQq())
.eqIfPresent(CrmContactDO::getWechat, pageVO.getWechat())
.orderByDesc(CrmContactDO::getId));
}
default PageResult<CrmContactDO> selectPage(CrmContactPageReqVO pageReqVO, Long userId) {
MPJLambdaWrapperX<CrmContactDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
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@ -8,7 +8,7 @@ import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessConvert;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactBusinessReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactBusinessDO;
@ -24,6 +24,7 @@ import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import com.mzt.logapi.context.LogRecordContext;
@ -38,6 +39,7 @@ import org.springframework.validation.annotation.Validated;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.Collections;
import java.util.List;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
@ -100,14 +102,19 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
businessProducts.forEach(item -> item.setBusinessId(business.getId()));
businessProductMapper.insertBatch(businessProducts);
}
// 在联系人的详情页，如果直接【新建商机】，则需要关联下。
contactBusinessService.createContactBusiness(createReqVO.getContactId(), business.getId());
// 3. 创建数据权限
// 设置当前操作的人为负责人
permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType())
.setBizId(business.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
// 4. 记录操作日志上下文
// 4. 在联系人的详情页，如果直接【新建商机】，则需要关联下
if (createReqVO.getContactId() != null) {
contactBusinessService.createContactBusinessList(new CrmContactBusinessReqVO().setContactId(createReqVO.getContactId())
.setBusinessIds(Collections.singletonList(business.getId())));
}
// 5. 记录操作日志上下文
LogRecordContext.putVariable("business", business);
return business.getId();
}
@ -262,8 +269,8 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
CrmBusinessDO business = validateBusinessExists(reqVO.getId());
// 2.1 数据权限转移
permissionService.transferPermission(
CrmBusinessConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType()));
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_BUSINESS.getType(),
reqVO.getNewOwnerUserId(), reqVO.getId(), CrmPermissionLevelEnum.OWNER.getLevel()));
// 2.2 设置新的负责人
businessMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());

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

@ -13,15 +13,6 @@ import java.util.List;
*/
public interface CrmContactBusinessService {
/**
* 创建联系人人商机关联
*
* @param contactId 联系人编号
* @param businessId 商机编号
*/
void createContactBusiness(Long contactId, Long businessId);
/**
* 创建联系人与商机的关联
*
@ -51,4 +42,12 @@ public interface CrmContactBusinessService {
*/
List<CrmContactBusinessDO> getContactBusinessListByContactId(Long contactId);
/**
* 获得联系人与商机的关联列表，基于商机编号
*
* @param businessId 商机编号
* @return 联系人商机关联
*/
List<CrmContactBusinessDO> getContactBusinessListByBusinessId(Long businessId);
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactBusinessServiceImpl.java
View File

@ -41,22 +41,6 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
@Lazy // 延迟加载，为了解决延迟加载
private CrmContactService contactService;
@Override
public void createContactBusiness(Long contactId, Long businessId) {
// 校验存在
CrmContactDO contact = contactService.getContact(contactId);
if (contact == null) {
throw exception(CONTACT_NOT_EXISTS);
}
CrmBusinessDO business = businessService.getBusiness(businessId);
if (business == null) {
throw exception(BUSINESS_NOT_EXISTS);
}
// 插入
contactBusinessMapper.insert(new CrmContactBusinessDO(null, contactId, businessId));
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#createReqVO.contactId", level = CrmPermissionLevelEnum.WRITE)
public void createContactBusinessList(CrmContactBusinessReqVO createReqVO) {
@ -107,4 +91,10 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
return contactBusinessMapper.selectListByContactId(contactId);
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#businessId", level = CrmPermissionLevelEnum.READ)
public List<CrmContactBusinessDO> getContactBusinessListByBusinessId(Long businessId) {
return contactBusinessMapper.selectListByBusinessId(businessId);
}
}

11
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
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@ -4,6 +4,7 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactTransferReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import jakarta.validation.Valid;
@ -150,6 +151,16 @@ public interface CrmContactService {
*/
PageResult<CrmContactDO> getContactPageByCustomerId(CrmContactPageReqVO pageVO);
/**
* 获得联系人分页
*
* 数据权限：基于 {@link CrmBusinessDO}
*
* @param pageVO 分页查询
* @return 联系人分页
*/
PageResult<CrmContactDO> getContactPageByBusinessId(CrmContactPageReqVO pageVO);
/**
* 获取关联客户的联系人数量
*

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
View File

@ -8,6 +8,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactBusines
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactTransferReqVO;
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.contact.CrmContactMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@ -36,6 +37,7 @@ import java.util.List;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
import static java.util.Collections.singletonList;
@ -289,6 +291,16 @@ public class CrmContactServiceImpl implements CrmContactService {
return contactMapper.selectPageByCustomerId(pageVO);
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#pageVO.businessId", level = CrmPermissionLevelEnum.READ)
public PageResult<CrmContactDO> getContactPageByBusinessId(CrmContactPageReqVO pageVO) {
List<CrmContactBusinessDO> contactBusinessList = contactBusinessService.getContactBusinessListByBusinessId(pageVO.getBusinessId());
if (CollUtil.isEmpty(contactBusinessList)) {
return PageResult.empty();
}
return contactMapper.selectPageByBusinessId(pageVO, convertSet(contactBusinessList, CrmContactBusinessDO::getContactId));
}
@Override
public Long getContactCountByCustomerId(Long customerId) {
return contactMapper.selectCount(CrmContactDO::getCustomerId, customerId);