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✨ CRM：完成商机状态的变更

This commit is contained in:
YunaiV 2024-02-22 20:41:28 +08:00
parent 740e9297fa
commit c97c9f882e
16 changed files with 200 additions and 69 deletions
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3
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
View File

@ -21,6 +21,8 @@ public interface ErrorCodeConstants {
// ========== 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");
@ -81,6 +83,7 @@ public interface ErrorCodeConstants {
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_POOL_CONFIG_NOT_EXISTS_OR_DISABLED = new ErrorCode(1_020_012_000, "客户公海配置不存在或未启用");

3
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
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@ -93,6 +93,9 @@ public interface LogRecordConstants {
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}}】";
// String CRM_BUSINESS_UPDATE_STATUS_SUCCESS = "阿巴阿巴";
// ======================= CRM_CONTRACT 合同 =======================

55
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBizEndStatus.java
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@ -1,55 +0,0 @@
package cn.iocoder.yudao.module.crm.enums.business;
import cn.hutool.core.util.ObjectUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.Getter;
import lombok.RequiredArgsConstructor;
import java.util.Arrays;
// TODO @lzxhqs：1）title、description、create 可以删除，非标准的 javadoc 注释哈，然后可以在类上加下这个类的注释；2）CrmBizEndStatus 改成 CrmBusinessEndStatus，非必要不缩写哈，可阅读比较重要
/**
* @author lzxhqs
* @version 1.0
* @title CrmBizEndStatus
* @description
* @create 2024/1/12
*/
@RequiredArgsConstructor
@Getter
public enum CrmBizEndStatus implements IntArrayValuable {
WIN(1, "赢单"),
LOSE(2, "输单"),
INVALID(3, "无效");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmBizEndStatus::getStatus).toArray();
// TODO @lzxhqs：这里的方法，建议放到 49 行之后；一般类里是，静态变量，普通变量；静态方法；普通方法
public static boolean isWin(Integer status) {
return ObjectUtil.equal(WIN.getStatus(), status);
}
public static boolean isLose(Integer status) {
return ObjectUtil.equal(LOSE.getStatus(), status);
}
public static boolean isInvalid(Integer status) {
return ObjectUtil.equal(INVALID.getStatus(), status);
}
/**
* 场景类型
*/
private final Integer status;
/**
* 场景名称
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
}

45
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBusinessEndStatusEnum.java Normal file
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@ -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);
}
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java
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@ -8,10 +8,7 @@ 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.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.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;
@ -87,6 +84,14 @@ public class CrmBusinessController {
return success(true);
}
@PutMapping("/update-status")
@Operation(summary = "更新商机状态")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> updateBusinessStatus(@Valid @RequestBody CrmBusinessUpdateStatusReqVO updateStatusReqVO) {
businessService.updateBusinessStatus(updateStatusReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除商机")
@Parameter(name = "id", description = "编号", required = true)
@ -116,7 +121,8 @@ public class CrmBusinessController {
convertSet(businessProducts, CrmBusinessProductDO::getProductId));
businessVO.setProducts(BeanUtils.toBean(businessProducts, CrmBusinessRespVO.Product.class, businessProductVO ->
MapUtils.findAndThen(productMap, businessProductVO.getProductId(),
product -> businessProductVO.setProductNo(product.getNo()).setProductUnit(product.getUnit()))));
product -> businessProductVO.setProductName(product.getName())
.setProductNo(product.getNo()).setProductUnit(product.getUnit()))));
return businessVO;
}
@ -209,7 +215,8 @@ public class CrmBusinessController {
});
// 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(status.getName()));
MapUtils.findAndThen(statusMap, businessVO.getStatusId(), status -> businessVO.setStatusName(
businessService.getBusinessStatusName(businessVO.getEndStatus(), status)));
});
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java
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@ -134,7 +134,7 @@ public class CrmBusinessRespVO {
private BigDecimal businessPrice;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
private Integer count;
private BigDecimal count;
@Schema(description = "总计价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal totalPrice;

30
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessUpdateStatusReqVO.java Normal file
View File

@ -0,0 +1,30 @@
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 jakarta.validation.constraints.AssertTrue;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
@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;
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessDO.java
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@ -2,7 +2,7 @@ package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.business.CrmBizEndStatus;
import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
@ -77,7 +77,7 @@ public class CrmBusinessDO extends BaseDO {
/**
* 结束状态
*
* 枚举 {@link CrmBizEndStatus}
* 枚举 {@link CrmBusinessEndStatusEnum}
*/
private Integer endStatus;
/**

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessProductDO.java
View File

@ -10,7 +10,7 @@ import lombok.*;
import java.math.BigDecimal;
/**
* 商机产品关联表 DO
* CRM 商机产品关联表 DO
*
* CrmBusinessDO : CrmBusinessProductDO = 1 : N
*

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessStatusDO.java
View File

@ -6,7 +6,9 @@ import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
/**
* 商机状态 DO
* CRM 商机状态 DO
*
* 注意，它是个配置表
*
* @author ljlleo
*/

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessStatusTypeDO.java
View File

@ -11,7 +11,9 @@ import lombok.*;
import java.util.List;
/**
* 商机状态组 DO
* CRM 商机状态组 DO
*
* 注意，它是个配置表
*
* @author ljlleo
*/

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessStatusMapper.java
View File

@ -22,4 +22,9 @@ public interface CrmBusinessStatusMapper extends BaseMapperX<CrmBusinessStatusDO
return selectList(CrmBusinessStatusDO::getTypeId, typeId);
}
default CrmBusinessStatusDO selectByTypeIdAndId(Long statusTypeId, Long statusId) {
return selectOne(CrmBusinessStatusDO::getTypeId, statusTypeId,
CrmBusinessStatusDO::getId, statusId);
}
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
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@ -4,10 +4,13 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
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.controller.admin.business.vo.business.CrmBusinessUpdateStatusReqVO;
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.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum;
import cn.iocoder.yudao.module.crm.service.business.bo.CrmBusinessUpdateProductReqBO;
import jakarta.validation.Valid;
@ -55,6 +58,13 @@ public interface CrmBusinessService {
*/
void updateBusinessContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
/**
* 更新商机的状态
*
* @param reqVO 更新请求
*/
void updateBusinessStatus(CrmBusinessUpdateStatusReqVO reqVO);
/**
* 删除商机
*
@ -156,4 +166,18 @@ public interface CrmBusinessService {
*/
Long getBusinessCountByStatusTypeId(Long statusTypeId);
/**
* 获得商机状态名称
*
* @param endStatus 结束状态
* @param status 商机状态
* @return 商机状态名称
*/
default String getBusinessStatusName(Integer endStatus, CrmBusinessStatusDO status) {
if (endStatus != null) {
return CrmBusinessEndStatusEnum.fromStatus(endStatus).getName();
}
return status.getName();
}
}

39
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
View File

@ -8,9 +8,11 @@ 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.controller.admin.business.vo.business.CrmBusinessUpdateStatusReqVO;
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.business.CrmBusinessStatusDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactBusinessDO;
import cn.iocoder.yudao.module.crm.dal.mysql.business.CrmBusinessMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.business.CrmBusinessProductMapper;
@ -44,8 +46,7 @@ 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.*;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_DELETE_FAIL_CONTRACT_EXISTS;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_NOT_EXISTS;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
/**
@ -218,6 +219,40 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
business.setTotalPrice(business.getTotalProductPrice().subtract(discountPrice));
}
@Override
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_UPDATE_STATUS_SUB_TYPE, bizNo = "{{#reqVO.id}}",
success = CRM_BUSINESS_UPDATE_STATUS_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.WRITE)
public void updateBusinessStatus(CrmBusinessUpdateStatusReqVO reqVO) {
// 1.1 校验存在
CrmBusinessDO business = validateBusinessExists(reqVO.getId());
// 1.2 校验商机未结束
if (business.getEndStatus() != null) {
throw exception(BUSINESS_UPDATE_STATUS_FAIL_END_STATUS);
}
// 1.3 校验商机状态
CrmBusinessStatusDO status = null;
if (reqVO.getStatusId() != null) {
status = businessStatusService.validateBusinessStatus(business.getStatusTypeId(), reqVO.getStatusId());
}
// 1.4 校验是不是状态没变更
if ((reqVO.getStatusId() != null && reqVO.getStatusId().equals(business.getStatusId()))
|| (reqVO.getEndStatus() != null && reqVO.getEndStatus().equals(business.getEndStatus()))) {
throw exception(BUSINESS_UPDATE_STATUS_FAIL_STATUS_EQUALS);
}
// 2. 更新商机状态
businessMapper.updateById(new CrmBusinessDO().setId(reqVO.getId()).setStatusId(reqVO.getStatusId())
.setEndStatus(reqVO.getEndStatus()));
// 3. 记录操作日志上下文
LogRecordContext.putVariable("businessName", business.getName());
LogRecordContext.putVariable("oldStatusName", getBusinessStatusName(business.getEndStatus(),
businessStatusService.getBusinessStatus(business.getStatusId())));
LogRecordContext.putVariable("newStatusName", getBusinessStatusName(reqVO.getEndStatus(), status));
}
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_DELETE_SUB_TYPE, bizNo = "{{#id}}",

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessStatusService.java
View File

@ -116,4 +116,20 @@ public interface CrmBusinessStatusService {
return convertMap(getBusinessStatusList(ids), CrmBusinessStatusDO::getId);
}
/**
* 获得商机状态
*
* @param id 编号
* @return 商机状态
*/
CrmBusinessStatusDO getBusinessStatus(Long id);
/**
* 校验商机状态
*
* @param statusTypeId 商机状态组编号
* @param statusId 商机状态编号
*/
CrmBusinessStatusDO validateBusinessStatus(Long statusTypeId, Long statusId);
}

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

@ -178,4 +178,18 @@ public class CrmBusinessStatusServiceImpl implements CrmBusinessStatusService {
return businessStatusMapper.selectBatchIds(ids);
}
@Override
public CrmBusinessStatusDO getBusinessStatus(Long id) {
return businessStatusMapper.selectById(id);
}
@Override
public CrmBusinessStatusDO validateBusinessStatus(Long statusTypeId, Long statusId) {
CrmBusinessStatusDO status = businessStatusMapper.selectByTypeIdAndId(statusTypeId, statusId);
if (status == null) {
throw exception(BUSINESS_STATUS_NOT_EXISTS);
}
return status;
}
}