!829 CRM：【线索】

Merge pull request !829 from Minh-X/develop

yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java

@@ -14,6 +14,8 @@ public interface ErrorCodeConstants {
 
     // ========== 线索管理 1-020-001-000 ==========
     ErrorCode CLUE_NOT_EXISTS = new ErrorCode(1_020_001_000, "线索不存在");
+    ErrorCode ANY_CLUE_NOT_EXISTS = new ErrorCode(1_020_001_001, "线索【{}】不存在");
+    ErrorCode ANY_CLUE_ALREADY_TRANSLATED = new ErrorCode(1_020_001_002, "线索【{}】已经转化过了，请勿重复转化");
 
     // ========== 商机管理 1-020-002-000 ==========
     ErrorCode BUSINESS_NOT_EXISTS = new ErrorCode(1_020_002_000, "商机不存在");

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java

@@ -84,8 +84,8 @@ public class CrmClueController {
         pageReqVO.setPageSize(PAGE_SIZE_NONE);
         List<CrmClueDO> list = clueService.getCluePage(pageReqVO, getLoginUserId()).getList();
         // 导出 Excel
-        List<CrmClueExcelVO> datas = BeanUtils.toBean(list, CrmClueExcelVO.class);
+        List<CrmClueRespVO> datas = BeanUtils.toBean(list, CrmClueRespVO.class);
-        ExcelUtils.write(response, "线索.xls", "数据", CrmClueExcelVO.class, datas);
+        ExcelUtils.write(response, "线索.xls", "数据", CrmClueRespVO.class, datas);
     }
 
     @PutMapping("/transfer")

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueBaseVO.java

@@ -1,53 +0,0 @@
-package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
-
-import cn.iocoder.yudao.framework.common.validation.Mobile;
-import cn.iocoder.yudao.framework.common.validation.Telephone;
-import io.swagger.v3.oas.annotations.media.Schema;
-import jakarta.validation.constraints.NotEmpty;
-import lombok.Data;
-import org.springframework.format.annotation.DateTimeFormat;
-
-import java.time.LocalDateTime;
-
-import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
-
-/**
- * 线索 Base VO，提供给添加、修改、详细的子 VO 使用
- * 如果子 VO 存在差异的字段，请不要添加到这里，影响 Swagger 文档生成
- */
-@Data
-public class CrmClueBaseVO {
-
-    @Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
-    @NotEmpty(message = "线索名称不能为空")
-    private String name;
-
-    @Schema(description = "客户 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "520")
-    private Long customerId;
-
-    @Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
-    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
-    private LocalDateTime contactNextTime;
-
-    @Schema(description = "电话", example = "18000000000")
-    @Telephone
-    private String telephone;
-
-    @Schema(description = "手机号", example = "18000000000")
-    @Mobile
-    private String mobile;
-
-    @Schema(description = "地址", example = "北京市海淀区")
-    private String address;
-
-    @Schema(description = "最后跟进时间")
-    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
-    private LocalDateTime contactLastTime;
-
-    @Schema(description = "负责人编号")
-    private Long ownerUserId;
-
-    @Schema(description = "备注", example = "随便")
-    private String remark;
-
-}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueExcelVO.java

@@ -1,66 +0,0 @@
-package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
-
-import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
-import io.swagger.v3.oas.annotations.media.Schema;
-import lombok.*;
-import java.util.*;
-import java.time.LocalDateTime;
-import java.time.LocalDateTime;
-import java.time.LocalDateTime;
-import java.time.LocalDateTime;
-
-import com.alibaba.excel.annotation.ExcelProperty;
-import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
-import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
-
-/**
- * 线索 Excel VO
- *
- * @author Wanwan
- */
-@Data
-public class CrmClueExcelVO {
-
-    @ExcelProperty("编号")
-    private Long id;
-
-    @ExcelProperty(value = "转化状态", converter = DictConvert.class)
-    @DictFormat(DictTypeConstants.BOOLEAN_STRING)
-    private Boolean transformStatus;
-
-    @ExcelProperty(value = "跟进状态", converter = DictConvert.class)
-    @DictFormat(DictTypeConstants.BOOLEAN_STRING)
-    private Boolean followUpStatus;
-
-    @ExcelProperty("线索名称")
-    private String name;
-
-    // TODO 这里需要导出成客户名称
-    @ExcelProperty("客户id")
-    private Long customerId;
-
-    @ExcelProperty("下次联系时间")
-    private LocalDateTime contactNextTime;
-
-    @ExcelProperty("电话")
-    private String telephone;
-
-    @ExcelProperty("手机号")
-    private String mobile;
-
-    @ExcelProperty("地址")
-    private String address;
-
-    @ExcelProperty("负责人的用户编号")
-    private Long ownerUserId;
-
-    @ExcelProperty("最后跟进时间")
-    private LocalDateTime contactLastTime;
-
-    @ExcelProperty("备注")
-    private String remark;
-
-    @ExcelProperty("创建时间")
-    private LocalDateTime createTime;
-
-}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java

@@ -1,27 +1,80 @@
 package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
 
+import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
+import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
+import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
+import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
+import com.alibaba.excel.annotation.ExcelProperty;
 import io.swagger.v3.oas.annotations.media.Schema;
-import lombok.*;
+import lombok.Data;
+import lombok.ToString;
+import org.springframework.format.annotation.DateTimeFormat;
 
-import jakarta.validation.constraints.NotNull;
 import java.time.LocalDateTime;
 
+import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
+
 @Schema(description = "管理后台 - 线索 Response VO")
 @Data
-@EqualsAndHashCode(callSuper = true)
 @ToString(callSuper = true)
-public class CrmClueRespVO extends CrmClueBaseVO {
+@ExcelIgnoreUnannotated
+public class CrmClueRespVO {
 
     @Schema(description = "编号，主键自增", requiredMode = Schema.RequiredMode.REQUIRED, example = "10969")
+    @ExcelProperty("编号")
     private Long id;
 
-    @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
-    private LocalDateTime createTime;
-
     @Schema(description = "转化状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
+    @ExcelProperty(value = "转化状态", converter = DictConvert.class)
+    @DictFormat(DictTypeConstants.BOOLEAN_STRING)
     private Boolean transformStatus;
 
     @Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
+    @ExcelProperty(value = "跟进状态", converter = DictConvert.class)
+    @DictFormat(DictTypeConstants.BOOLEAN_STRING)
     private Boolean followUpStatus;
 
+    @Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
+    @ExcelProperty("线索名称")
+    private String name;
+
+    @Schema(description = "客户 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "520")
+    // TODO 这里需要导出成客户名称
+    @ExcelProperty("客户id")
+    private Long customerId;
+
+    @Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
+    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    @ExcelProperty("下次联系时间")
+    private LocalDateTime contactNextTime;
+
+    @Schema(description = "电话", example = "18000000000")
+    @ExcelProperty("电话")
+    private String telephone;
+
+    @Schema(description = "手机号", example = "18000000000")
+    @ExcelProperty("手机号")
+    private String mobile;
+
+    @Schema(description = "地址", example = "北京市海淀区")
+    @ExcelProperty("地址")
+    private String address;
+
+    @Schema(description = "负责人编号")
+    @ExcelProperty("负责人的用户编号")
+    private Long ownerUserId;
+
+    @Schema(description = "最后跟进时间")
+    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    @ExcelProperty("最后跟进时间")
+    private LocalDateTime contactLastTime;
+
+    @Schema(description = "备注", example = "随便")
+    @ExcelProperty("备注")
+    private String remark;
+
+    @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
+    @ExcelProperty("创建时间")
+    private LocalDateTime createTime;
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java

@@ -27,9 +27,12 @@ import org.springframework.validation.annotation.Validated;
 import java.util.Collection;
 import java.util.List;
 import java.util.Objects;
+import java.util.Set;
+import java.util.stream.Collectors;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
-import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CLUE_NOT_EXISTS;
+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.system.enums.ErrorCodeConstants.USER_NOT_EXISTS;
 
 /**
@@ -132,23 +135,34 @@ public class CrmClueServiceImpl implements CrmClueService {
     @Transactional(rollbackFor = Exception.class)
     public void translateCustomer(CrmClueTransformReqVO reqVO, Long userId) {
         // 校验线索都存在
-        List<CrmClueDO> clues = getClueList(reqVO.getIds(), userId);
+        Set<Long> clueIds = reqVO.getIds();
-        if (CollUtil.isEmpty(clues)) {
+        List<CrmClueDO> clues = getClueList(clueIds, userId);
-            throw exception(CLUE_NOT_EXISTS);
+        if (CollUtil.isEmpty(clues) || ObjectUtil.notEqual(clues.size(), clueIds.size())) {
+            // 提示不存在的线索编号
+            clueIds.removeAll(convertSet(clues, CrmClueDO::getId));
+            throw exception(ANY_CLUE_NOT_EXISTS, clueIds.stream().map(String::valueOf).collect(Collectors.joining(",")));
         }
-        // TODO @min：如果已经转化，则不能重复转化
 
-        // 遍历线索(过滤掉已转化的线索)，创建对应的客户
+        // 过滤出未转化的客户
-        clues.stream().filter(clue -> ObjectUtil.notEqual(Boolean.TRUE, clue.getTransformStatus()))
+        List<CrmClueDO> unTransformClues = clues.stream()
-                .forEach(clue -> {
+                .filter(clue -> ObjectUtil.notEqual(Boolean.TRUE, clue.getTransformStatus())).toList();
-                    // 1. 创建客户
+        // 传入的线索中包含已经转化的情况，抛出业务异常
-                    CrmCustomerSaveReqVO customerSaveReqVO = BeanUtils.toBean(clue, CrmCustomerSaveReqVO.class).setId(null);
+        if (ObjectUtil.notEqual(clues.size(), unTransformClues.size())) {
-                    Long customerId = customerService.createCustomer(customerSaveReqVO, userId);
+            // 提示已经转化的线索编号
-                    // TODO @puhui999：如果有跟进记录，需要一起转过去；
+            clueIds.removeAll(convertSet(unTransformClues, CrmClueDO::getId));
-                    // 2. 更新线索
+            throw exception(ANY_CLUE_ALREADY_TRANSLATED, clueIds.stream().map(String::valueOf).collect(Collectors.joining(",")));
-                    clueMapper.updateById(new CrmClueDO().setId(clue.getId())
+        }
-                            .setTransformStatus(Boolean.TRUE).setCustomerId(customerId));
+
-                });
+        // 遍历线索(未转化的线索)，创建对应的客户
+        unTransformClues.forEach(clue -> {
+            // 1. 创建客户
+            CrmCustomerSaveReqVO customerSaveReqVO = BeanUtils.toBean(clue, CrmCustomerSaveReqVO.class).setId(null);
+            Long customerId = customerService.createCustomer(customerSaveReqVO, userId);
+            // TODO @puhui999：如果有跟进记录，需要一起转过去；
+            // 2. 更新线索
+            clueMapper.updateById(new CrmClueDO().setId(clue.getId())
+                    .setTransformStatus(Boolean.TRUE).setCustomerId(customerId));
+        });
     }
 
     private void validateRelationDataExists(CrmClueSaveReqVO reqVO) {