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CRM：【线索】线索转化为客户

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This commit is contained in:
min 2024-01-08 01:29:15 +08:00
parent 63db275af1
commit 4237cfb4a9
5 changed files with 59 additions and 10 deletions
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8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
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@ -96,4 +96,12 @@ public class CrmClueController {
return success(true);
}
@PostMapping("/transform")
@Operation(summary = "线索转化为客户")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> translate(@Valid @RequestBody CrmClueTransformReqVO reqVO) {
clueService.translate(reqVO, getLoginUserId());
return success(Boolean.TRUE);
}
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransformReqVO.java Normal file
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@ -0,0 +1,19 @@
package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import lombok.Data;
import java.util.Set;
/**
* @author min
*/
@Schema(description = "管理后台 - 线索转化为客户 Request VO")
@Data
public class CrmClueTransformReqVO {
@Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1024, 1025]")
@NotEmpty(message = "线索编号不能为空") Set<Long> ids;
}

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/customer/CrmCustomerConvert.java
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@ -7,6 +7,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveR
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig.CrmCustomerPoolConfigRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig.CrmCustomerPoolConfigSaveReqVO;
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.customer.CrmCustomerPoolConfigDO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@ -77,4 +78,6 @@ public interface CrmCustomerConvert {
CrmCustomerPoolConfigDO convert(CrmCustomerPoolConfigSaveReqVO updateReqVO);
@Mapping(ignore = true, target = "id")
CrmCustomerSaveReqVO convert(CrmClueDO bean);
}

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java
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@ -1,10 +1,7 @@
package cn.iocoder.yudao.module.crm.service.clue;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueUpdateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import jakarta.validation.Valid;
@ -73,4 +70,11 @@ public interface CrmClueService {
*/
void transferClue(CrmClueTransferReqVO reqVO, Long userId);
/**
* 线索转化为客户
*
* @param reqVO 线索编号
* @param userId 用户编号
*/
void translate(CrmClueTransformReqVO reqVO, Long userId);
}

27
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
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@ -3,11 +3,9 @@ package cn.iocoder.yudao.module.crm.service.clue;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueUpdateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
import cn.iocoder.yudao.module.crm.convert.clue.CrmClueConvert;
import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@ -17,6 +15,7 @@ import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import java.util.Collection;
@ -108,12 +107,28 @@ public class CrmClueServiceImpl implements CrmClueService {
validateClueExists(reqVO.getId());
// 2.1 数据权限转移
crmPermissionService.transferPermission(
CrmClueConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_LEADS.getType()));
crmPermissionService.transferPermission(CrmClueConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_LEADS.getType()));
// 2.2 设置新的负责人
clueMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
// 3. TODO 记录转移日志
}
@Override
@Transactional(rollbackFor = Exception.class)
public void translate(CrmClueTransformReqVO reqVO, Long userId) {
List<CrmClueDO> clues = getClueList(reqVO.getIds(), userId);
// 不存在抛出异常
if (CollUtil.isEmpty(clues)) {
throw exception(CLUE_NOT_EXISTS);
}
// 遍历线索，创建对应的客户
clues.forEach(clueDO -> {
// 创建客户
customerService.createCustomer(CrmCustomerConvert.INSTANCE.convert(clueDO), userId);
// 更新线索状态
clueDO.setTransformStatus(Boolean.TRUE);
clueMapper.updateById(clueDO);
});
}
}