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CRM：完善 review 提到的问题

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puhui999 2024-02-21 14:27:25 +08:00
parent 7dd35f3295
commit 02b63de808
18 changed files with 88 additions and 76 deletions
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1
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
View File

@ -28,6 +28,7 @@ public interface ErrorCodeConstants {
ErrorCode CONTACT_NOT_EXISTS = new ErrorCode(1_020_003_000, "联系人不存在");
ErrorCode CONTACT_BUSINESS_LINK_NOT_EXISTS = new ErrorCode(1_020_003_001, "联系人商机关联不存在");
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");

2
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
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@ -77,6 +77,8 @@ public interface LogRecordConstants {
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 =======================

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java
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@ -77,15 +77,14 @@ public class CrmBusinessSaveReqVO {
@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
// TODO @puhui999：传递 items 就行啦；
@Schema(description = "产品列表")
private List<CrmBusinessProductItem> productItems;
private List<Item> items;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmBusinessProductItem {
public static class Item {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractRespVO.java
View File

@ -130,14 +130,13 @@ public class CrmContractRespVO {
private Integer auditStatus;
@Schema(description = "产品列表")
private List<CrmContractProductItemRespVO> productItems;
private List<Item> items;
// TODO @puhui999：可以直接叫 Item
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmContractProductItemRespVO {
public static class Item {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private Long id;

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/contract/CrmContractConvert.java
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@ -59,8 +59,8 @@ public interface CrmContractConvert {
default void setContractRespVOProductItems(CrmContractRespVO respVO, Map<Long, CrmContractProductDO> contractProductMap,
List<CrmProductDO> productList) {
respVO.setProductItems(CollectionUtils.convertList(productList, product -> {
CrmContractRespVO.CrmContractProductItemRespVO productItemRespVO = BeanUtils.toBean(product, CrmContractRespVO.CrmContractProductItemRespVO.class);
respVO.setItems(CollectionUtils.convertList(productList, product -> {
CrmContractRespVO.Item productItemRespVO = BeanUtils.toBean(product, CrmContractRespVO.Item.class);
findAndThen(contractProductMap, product.getId(), contractProduct ->
productItemRespVO.setCount(contractProduct.getCount()).setDiscountPercent(contractProduct.getDiscountPercent()));
return productItemRespVO;

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

@ -57,8 +57,9 @@ public class CrmContractProductDO extends BaseDO {
private Integer discountPercent;
/**
* 总计价格（折扣后价格）
*
* TODO @puhui999：可以写下计算公式哈；
* = {@link #price}
* * {@link #count}
* * ({@link #discountPercent / 100})
*/
private Integer totalPrice;

13
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessProductMapper.java
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@ -2,7 +2,6 @@ package cn.iocoder.yudao.module.crm.dal.mysql.business;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
import org.apache.ibatis.annotations.Mapper;
@ -16,18 +15,8 @@ import java.util.List;
@Mapper
public interface CrmBusinessProductMapper extends BaseMapperX<CrmBusinessProductDO> {
// TODO @puhui999：用不到的方法，看看是不是删除哈
default void deleteByBusinessId(Long getBusinessId) { // TODO @lzxhqs：第一个方法，和类之间最好空一行；
delete(CrmBusinessProductDO::getBusinessId, getBusinessId);
}
default CrmBusinessProductDO selectByBusinessId(Long getBusinessId) {
return selectOne(CrmBusinessProductDO::getBusinessId, getBusinessId);
}
default List<CrmBusinessProductDO> selectListByBusinessId(Long businessId) {
// TODO @puhui999：可以简化，selectList(CrmBusinessProductDO::getBusinessId, businessId)
return selectList(new LambdaQueryWrapperX<CrmBusinessProductDO>().eq(CrmBusinessProductDO::getBusinessId, businessId));
return selectList(CrmBusinessProductDO::getBusinessId, businessId);
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contactbusinesslink/CrmContactBusinessMapper.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contact/CrmContactBusinessMapper.java
View File

@ -1,4 +1,4 @@
package cn.iocoder.yudao.module.crm.dal.mysql.contactbusinesslink;
package cn.iocoder.yudao.module.crm.dal.mysql.contact;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactBusinessDO;
@ -9,7 +9,7 @@ import java.util.Collection;
import java.util.List;
/**
* CRM 联系人与商机的关联 Mapper
* CRM 联系人商机关联 Mapper
*
* @author 芋道源码
*/
@ -31,4 +31,4 @@ public interface CrmContactBusinessMapper extends BaseMapperX<CrmContactBusiness
return selectList(CrmContactBusinessDO::getContactId, contactId);
}
}
}

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

@ -65,4 +65,8 @@ public interface CrmContactMapper extends BaseMapperX<CrmContactDO> {
return selectJoinList(CrmContactDO.class, query);
}
default List<CrmContactDO> selectListByCustomerId(Long customerId) {
return selectList(CrmContactDO::getCustomerId, customerId);
}
}

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractProductMapper.java
View File

@ -16,15 +16,6 @@ import java.util.List;
@Mapper
public interface CrmContractProductMapper extends BaseMapperX<CrmContractProductDO> {
// TODO @puhui999：用不到的方法，看看是不是删除哈
default void deleteByContractId(Long contractId) { // TODO @lzxhqs：第一个方法，和类之间最好空一行；
delete(CrmContractProductDO::getContractId, contractId);
}
default CrmContractProductDO selectByContractId(Long contractId) {
return selectOne(CrmContractProductDO::getContractId, contractId);
}
default List<CrmContractProductDO> selectListByContractId(Long contractId) {
return selectList(new LambdaQueryWrapperX<CrmContractProductDO>().eq(CrmContractProductDO::getContractId, contractId));
}

26
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
View File

@ -80,16 +80,15 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
CrmBusinessDO business = BeanUtils.toBean(createReqVO, CrmBusinessDO.class).setOwnerUserId(userId);
businessMapper.insert(business);
// 1.2 插入商机关联商品
if (CollUtil.isNotEmpty(createReqVO.getProductItems())) { // 如果有的话
List<CrmBusinessProductDO> productList = buildBusinessProductList(createReqVO.getProductItems(), business.getId());
if (CollUtil.isNotEmpty(createReqVO.getItems())) { // 如果有的话
List<CrmBusinessProductDO> productList = buildBusinessProductList(createReqVO.getItems(), business.getId());
businessProductMapper.insertBatch(productList);
// 更新合同商品总金额
businessMapper.updateById(new CrmBusinessDO().setId(business.getId()).setProductPrice(
getSumValue(productList, CrmBusinessProductDO::getTotalPrice, Integer::sum)));
}
// TODO @puhui999：在联系人的详情页，如果直接【新建商机】，则需要关联下。这里要搞个 CrmContactBusinessDO 表
createContactBusiness(business.getId(), createReqVO.getContactId());
// 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());
// 2. 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())
@ -100,14 +99,6 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
return business.getId();
}
// TODO @lzxhqs：CrmContactBusinessService 调用这个；这样逻辑才能收敛哈；
private void createContactBusiness(Long businessId, Long contactId) {
CrmContactBusinessDO contactBusiness = new CrmContactBusinessDO();
contactBusiness.setBusinessId(businessId);
contactBusiness.setContactId(contactId);
contactBusinessService.insert(contactBusiness);
}
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
@ -121,7 +112,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
CrmBusinessDO updateObj = BeanUtils.toBean(updateReqVO, CrmBusinessDO.class);
businessMapper.updateById(updateObj);
// 2.2 更新商机关联商品
List<CrmBusinessProductDO> productList = buildBusinessProductList(updateReqVO.getProductItems(), updateObj.getId());
List<CrmBusinessProductDO> productList = buildBusinessProductList(updateReqVO.getItems(), updateObj.getId());
updateBusinessProduct(productList, updateObj.getId());
// TODO @商机待定：如果状态发生变化，插入商机状态变更记录表
@ -175,10 +166,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
}
}
private List<CrmBusinessProductDO> buildBusinessProductList(List<CrmBusinessSaveReqVO.CrmBusinessProductItem> productItems,
Long businessId) {
private List<CrmBusinessProductDO> buildBusinessProductList(List<CrmBusinessSaveReqVO.Item> productItems, Long businessId) {
// 校验商品存在
Set<Long> productIds = convertSet(productItems, CrmBusinessSaveReqVO.CrmBusinessProductItem::getId);
Set<Long> productIds = convertSet(productItems, CrmBusinessSaveReqVO.Item::getId);
List<CrmProductDO> productList = productService.getProductList(productIds);
if (CollUtil.isEmpty(productIds) || productList.size() != productIds.size()) {
throw exception(PRODUCT_NOT_EXISTS);
@ -237,7 +227,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
public void updateBusinessProduct(CrmBusinessUpdateProductReqBO updateProductReqBO) {
// 更新商机关联商品
List<CrmBusinessProductDO> productList = buildBusinessProductList(
BeanUtils.toBean(updateProductReqBO.getProductItems(), CrmBusinessSaveReqVO.CrmBusinessProductItem.class), updateProductReqBO.getId());
BeanUtils.toBean(updateProductReqBO.getItems(), CrmBusinessSaveReqVO.Item.class), updateProductReqBO.getId());
updateBusinessProduct(productList, updateProductReqBO.getId());
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/bo/CrmBusinessUpdateProductReqBO.java
View File

@ -25,13 +25,13 @@ public class CrmBusinessUpdateProductReqBO {
// TODO @芋艿：再想想
@NotEmpty(message = "产品列表不能为空")
private List<CrmBusinessProductItem> productItems;
private List<Item> items;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmBusinessProductItem {
public static class Item {
@Schema(description = "产品编号", example = "20529")
@NotNull(message = "产品编号不能为空")

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

@ -13,6 +13,15 @@ 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
*
@ -42,11 +51,4 @@ public interface CrmContactBusinessService {
*/
List<CrmContactBusinessDO> getContactBusinessListByContactId(Long contactId);
/**
* 新增联系人与商机的关联
*
* @param contactBusiness 新增联系人与商机的对象
*/
void insert(CrmContactBusinessDO contactBusiness);
}

23
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactBusinessServiceImpl.java
View File

@ -5,7 +5,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactBusines
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.dal.mysql.contact.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;
@ -41,6 +41,22 @@ 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) {
@ -91,9 +107,4 @@ public class CrmContactBusinessServiceImpl implements CrmContactBusinessService
return contactBusinessMapper.selectListByContactId(contactId);
}
@Override
public void insert(CrmContactBusinessDO contactBusiness) {
contactBusinessMapper.insert(contactBusiness);
}
}

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
View File

@ -55,6 +55,7 @@ public interface CrmContactService {
/**
* 更新指定客户的联系人的负责人
* 数据权限基于 【客户】
*
* @param customerId 客户编号
* @param ownerUserId 用户编号
@ -64,8 +65,8 @@ public interface CrmContactService {
/**
* 更新联系人相关跟进信息
*
* @param id 编号
* @param contactNextTime 下次联系时间
* @param id 编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateContactFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
@ -73,8 +74,8 @@ public interface CrmContactService {
/**
* 更新联系人相关跟进信息
*
* @param ids 编号数组
* @param contactNextTime 下次联系时间
* @param ids 编号数组
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateContactFollowUpBatch(Collection<Long> ids, LocalDateTime contactNextTime, String contactLastContent);

28
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
View File

@ -184,7 +184,7 @@ public class CrmContactServiceImpl implements CrmContactService {
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CONTACT.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置新的负责人
contactMapper.updateById(new CrmContactDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
@ -193,9 +193,31 @@ public class CrmContactServiceImpl implements CrmContactService {
}
@Override
@Transactional(rollbackFor = Exception.class)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#customerId", level = CrmPermissionLevelEnum.OWNER)
public void updateOwnerUserIdByCustomerId(Long customerId, Long ownerUserId) {
contactMapper.updateOwnerUserIdByCustomerId(customerId, ownerUserId);
// TODO @puhui999：操作日志、数据权限；
// 1. 校验存在
List<CrmContactDO> contacts = contactMapper.selectListByCustomerId(customerId);
if (CollUtil.isEmpty(contacts)) {
return;
}
int count = contactMapper.updateOwnerUserIdByCustomerId(customerId, ownerUserId);
if (count == 0) {
throw exception(CONTACT_UPDATE_OWNER_USER_FAIL);
}
// 2. 记录操作日志
for (CrmContactDO contact : contacts) {
receiveContactLog(contact, ownerUserId);
}
}
@LogRecord(type = CRM_CONTACT_TYPE, subType = CRM_CONTACT_UPDATE_OWNER_USER_SUB_TYPE, bizNo = "{{#contact.id}",
success = CRM_CONTACT_UPDATE_OWNER_USER_SUCCESS)
public void receiveContactLog(CrmContactDO contact, Long ownerUserId) {
// 记录操作日志上下文
LogRecordContext.putVariable("contact", contact);
LogRecordContext.putVariable("ownerUserId", ownerUserId);
}
@Override

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
View File

@ -104,7 +104,7 @@ public class CrmContractServiceImpl implements CrmContractService {
// 如果存在合同关联了商机则更新商机商品关联
if (contract.getBusinessId() != null) {
businessService.updateBusinessProduct(new CrmBusinessUpdateProductReqBO().setId(contract.getBusinessId())
.setProductItems(BeanUtils.toBean(createReqVO.getProductItems(), CrmBusinessUpdateProductReqBO.CrmBusinessProductItem.class)));
.setItems(BeanUtils.toBean(createReqVO.getProductItems(), CrmBusinessUpdateProductReqBO.Item.class)));
}
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
View File

@ -412,7 +412,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
return count;
}
@Transactional // 需要 protected 修饰，因为需要在事务中调用
@Transactional(rollbackFor = Exception.class) // 需要 protected 修饰，因为需要在事务中调用
protected void putCustomerPool(CrmCustomerDO customer) {
// 1. 设置负责人为 NULL
int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);