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✨ CRM：完善回款的审批

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This commit is contained in:
YunaiV 2024-02-25 20:01:08 +08:00
parent 2890de8103
commit 33b056e6c4
10 changed files with 122 additions and 17 deletions
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1
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
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@ -14,5 +14,6 @@ public interface DictTypeConstants {
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
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
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@ -4,7 +4,7 @@ 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.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;
@ -54,11 +54,11 @@ public class CrmOperateLogController {
@GetMapping("/page")
@Operation(summary = "获得操作日志")
@PreAuthorize("@ss.hasPermission('crm:operate-log:query')")
public CommonResult<PageResult<CrmOperateLogV2RespVO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
public CommonResult<PageResult<CrmOperateLogRespVO>> 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), CrmOperateLogV2RespVO.class));
return success(BeanUtils.toBean(operateLogApi.getOperateLogPage(reqDTO), CrmOperateLogRespVO.class));
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogV2RespVO.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogRespVO.java
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@ -6,10 +6,10 @@ import lombok.Data;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 跟进 Response VO")
@Schema(description = "管理后台 - CRM 操作日志 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmOperateLogV2RespVO {
public class CrmOperateLogRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java
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@ -41,8 +41,7 @@ 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.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;
@ -95,7 +94,14 @@ public class CrmReceivableController {
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<CrmReceivableRespVO> getReceivable(@RequestParam("id") Long id) {
CrmReceivableDO receivable = receivableService.getReceivable(id);
return success(BeanUtils.toBean(receivable, CrmReceivableRespVO.class));
return success(buildReceivableDetail(receivable));
}
private CrmReceivableRespVO buildReceivableDetail(CrmReceivableDO receivable) {
if (receivable == null) {
return null;
}
return buildReceivableDetailList(Collections.singletonList(receivable)).get(0);
}
@GetMapping("/page")

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableRespVO.java
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@ -51,12 +51,16 @@ public class CrmReceivableRespVO {
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "备注", example = "备注")
private String remark;
@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")
private Integer auditStatus;
@Schema(description = "备注", example = "备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;

10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableSaveReqVO.java
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@ -2,6 +2,8 @@ package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.receivable.CrmReceivableReturnTypeEnum;
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 jakarta.validation.constraints.NotNull;
import lombok.Data;
@ -17,32 +19,40 @@ public class CrmReceivableSaveReqVO {
private Long id;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "客户编号", example = "2")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
private Long customerId; // 该字段不通过前端传递，而是 contractId 查询出来设置进去
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DiffLogField(name = "合同", function = CrmContractParseFunction.NAME)
@NotNull(message = "合同编号不能为空")
private Long contractId;
@Schema(description = "回款计划编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@DiffLogField(name = "合同", function = CrmReceivablePlanParseFunction.NAME)
private Long planId;
@Schema(description = "回款方式", example = "2")
@DiffLogField(name = "回款方式", function = CrmReceivableReturnTypeParseFunction.NAME)
@InEnum(CrmReceivableReturnTypeEnum.class)
private Integer returnType;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
@DiffLogField(name = "回款金额")
@NotNull(message = "回款金额不能为空")
private BigDecimal price;
@Schema(description = "回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@NotNull(message = "回款日期不能为空")
@DiffLogField(name = "回款日期")
private LocalDateTime returnTime;
@Schema(description = "备注", example = "备注")
@DiffLogField(name = "备注")
private String remark;
}

44
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/operatelog/core/CrmReceivablePlanParseFunction.java Normal file
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@ -0,0 +1,44 @@
package cn.iocoder.yudao.module.crm.framework.operatelog.core;
import cn.hutool.core.util.StrUtil;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
import cn.iocoder.yudao.module.crm.service.receivable.CrmReceivablePlanService;
import com.mzt.logapi.service.IParseFunction;
import jakarta.annotation.Resource;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
/**
* CRM 回款计划的 {@link IParseFunction} 实现类
*
* @author HUIHUI
*/
@Component
@Slf4j
public class CrmReceivablePlanParseFunction implements IParseFunction {
public static final String NAME = "getReceivablePlanServiceById";
@Resource
private CrmReceivablePlanService receivablePlanService;
@Override
public boolean executeBefore() {
return true; // 先转换值后对比
}
@Override
public String functionName() {
return NAME;
}
@Override
public String apply(Object value) {
if (StrUtil.isEmptyIfStr(value)) {
return "";
}
CrmReceivablePlanDO receivablePlan = receivablePlanService.getReceivablePlan(Long.parseLong(value.toString()));
return receivablePlan == null ? "" : receivablePlan.getPeriod().toString();
}
}

40
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/operatelog/core/CrmReceivableReturnTypeParseFunction.java Normal file
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@ -0,0 +1,40 @@
package cn.iocoder.yudao.module.crm.framework.operatelog.core;
import cn.hutool.core.util.StrUtil;
import cn.iocoder.yudao.framework.dict.core.util.DictFrameworkUtils;
import com.mzt.logapi.service.IParseFunction;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_RECEIVABLE_RETURN_TYPE;
/**
* CRM 回款方式的 {@link IParseFunction} 实现类
*
* @author HUIHUI
*/
@Slf4j
@Component
public class CrmReceivableReturnTypeParseFunction implements IParseFunction {
public static final String NAME = "getReceivableReturnType";
@Override
public boolean executeBefore() {
return true; // 先转换值后对比
}
@Override
public String functionName() {
return NAME;
}
@Override
public String apply(Object value) {
if (StrUtil.isEmptyIfStr(value)) {
return "";
}
return DictFrameworkUtils.getDictDataLabel(CRM_RECEIVABLE_RETURN_TYPE, value.toString());
}
}

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableServiceImpl.java
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@ -37,7 +37,6 @@ import org.springframework.validation.annotation.Validated;
import java.util.Collection;
import java.util.List;
import java.util.Objects;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
@ -54,11 +53,10 @@ import static cn.iocoder.yudao.module.crm.util.CrmAuditStatusUtils.convertBpmRes
@Slf4j
public class CrmReceivableServiceImpl implements CrmReceivableService {
// TODO @芋艿：改个名字
/**
* BPM 回款审批流程标识
* BPM 合同审批流程标识
*/
public static final String RECEIVABLE_APPROVE = "receivable-approve";
public static final String BPM_PROCESS_DEFINITION_KEY = "crm-receivable-audit";
@Resource
private CrmReceivableMapper receivableMapper;
@ -79,6 +77,7 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
@Resource
private BpmProcessInstanceApi bpmProcessInstanceApi;
// TODO @puhui999：操作日志没记录上
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_RECEIVABLE_TYPE, subType = CRM_RECEIVABLE_CREATE_SUB_TYPE, bizNo = "{{#receivable.id}}",
@ -134,6 +133,7 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
}
}
// TODO @puhui999：操作日志没记录上
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_RECEIVABLE_TYPE, subType = CRM_RECEIVABLE_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
@ -184,7 +184,7 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
// 1.1 校验存在
CrmReceivableDO receivable = validateReceivableExists(id);
// 1.2 如果被 CrmReceivablePlanDO 所使用，则不允许删除
if (Objects.nonNull(receivable.getPlanId()) && receivablePlanService.getReceivablePlan(receivable.getPlanId()) != null) {
if (receivable.getPlanId() != null && receivablePlanService.getReceivablePlan(receivable.getPlanId()) != null) {
throw exception(RECEIVABLE_DELETE_FAIL);
}
@ -210,7 +210,7 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
// 2. 创建回款审批流程实例
String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId, new BpmProcessInstanceCreateReqDTO()
.setProcessDefinitionKey(RECEIVABLE_APPROVE).setBusinessKey(String.valueOf(id)));
.setProcessDefinitionKey(BPM_PROCESS_DEFINITION_KEY).setBusinessKey(String.valueOf(id)));
// 3. 更新回款工作流编号
receivableMapper.updateById(new CrmReceivableDO().setId(id).setProcessInstanceId(processInstanceId)

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/listener/CrmReceivableResultListener.java
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@ -20,7 +20,7 @@ public class CrmReceivableResultListener extends BpmProcessInstanceResultEventLi
@Override
public String getProcessDefinitionKey() {
return CrmReceivableServiceImpl.RECEIVABLE_APPROVE;
return CrmReceivableServiceImpl.BPM_PROCESS_DEFINITION_KEY;
}
@Override