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!870 feat: CRM/backlog 提醒数量

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Merge pull request !870 from dhb52/develop
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芋道源码 2024-02-18 13:27:44 +00:00 committed by Gitee
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26 changed files with 389 additions and 203 deletions
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41
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/CrmBacklogController.java
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@ -1,41 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.backlog;
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.customer.vo.CrmCustomerRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.message.CrmBacklogService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM待办消息")
@RestController
@RequestMapping("/crm/backlog")
@Validated
public class CrmBacklogController {
@Resource
private CrmBacklogService crmMessageService;
// TODO 芋艿：未来可能合并到 CrmCustomerController
@GetMapping("/today-customer-page")
@Operation(summary = "今日需联系客户")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getTodayCustomerPage(@Valid CrmTodayCustomerPageReqVO pageReqVO) {
PageResult<CrmCustomerDO> pageResult = crmMessageService.getTodayCustomerPage(pageReqVO, getLoginUserId());
return success(BeanUtils.toBean(pageResult, CrmCustomerRespVO.class));
}
}

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/vo/CrmTodayCustomerPageReqVO.java
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@ -1,37 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.backlog.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 今日需联系客户 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmTodayCustomerPageReqVO extends PageParam {
/**
* 联系状态 - 今日需联系
*/
public static final int CONTACT_TODAY = 1;
/**
* 联系状态 - 已逾期
*/
public static final int CONTACT_EXPIRED = 2;
/**
* 联系状态 - 已联系
*/
public static final int CONTACT_ALREADY = 3;
@Schema(description = "联系状态", example = "1")
private Integer contactStatus;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType;
}

7
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
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@ -104,4 +104,11 @@ public class CrmClueController {
return success(Boolean.TRUE);
}
@GetMapping("/follow-leads-count")
@Operation(summary = "获得分配给我的线索数量")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<Long> getFollowLeadsCount() {
return success(clueService.getFollowLeadsCount(getLoginUserId()));
}
}

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java
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@ -39,4 +39,7 @@ public class CrmCluePageReqVO extends PageParam {
@Schema(description = "客户来源", example = "1")
private Integer source;
@Schema(description = "跟进状态", example = "true")
private Boolean followUpStatus;
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
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@ -184,4 +184,19 @@ public class CrmContractController {
return CrmContractConvert.INSTANCE.convertList(contractList, userMap, customerList, contactMap, businessMap, contractProductMap, productList);
}
@GetMapping("/check-contract-count")
@Operation(summary = "获得待审核合同数量")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<Long> getCheckContractCount() {
return success(contractService.getCheckContractCount(getLoginUserId()));
}
@GetMapping("/end-contract-count")
@Operation(summary = "获得即将到期的合同数量")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<Long> getEndContractCount() {
return success(contractService.getEndContractCount(getLoginUserId()));
}
}

39
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
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@ -13,6 +13,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.*;
import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
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.enums.common.CrmSceneTypeEnum;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerPoolConfigService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
@ -128,8 +129,7 @@ public class CrmCustomerController {
CrmCustomerPoolConfigDO poolConfigDO = customerPoolConfigService.getCustomerPoolConfig();
if (ObjUtil.isNull(poolConfigDO)
|| Boolean.FALSE.equals(poolConfigDO.getEnabled())
|| Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())
) { // TODO @dbh52：这个括号，一般不换行，在 java 这里；
|| Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())) {
throw exception(CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED);
}
@ -148,6 +148,41 @@ public class CrmCustomerController {
return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap, poolDayMap));
}
@GetMapping("/put-in-pool-remind-count")
@Operation(summary = "获得待进入公海客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getPutInPoolRemindCustomerCount() {
// 获取公海配置 TODO @dbh52：合并到 getPutInPoolRemindCustomerPage 会更合适哈；
CrmCustomerPoolConfigDO poolConfigDO = customerPoolConfigService.getCustomerPoolConfig();
if (ObjUtil.isNull(poolConfigDO)
|| Boolean.FALSE.equals(poolConfigDO.getEnabled())
|| Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())) {
throw exception(CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED);
}
CrmCustomerPageReqVO pageVO = new CrmCustomerPageReqVO();
pageVO.setPool(null);
pageVO.setContactStatus(CrmCustomerPageReqVO.CONTACT_TODAY);
pageVO.setSceneType(CrmSceneTypeEnum.OWNER.getType());
return success(customerService.getPutInPoolRemindCustomerCount(pageVO, poolConfigDO, getLoginUserId()));
}
@GetMapping("/today-customer-count")
@Operation(summary = "获得今日需联系客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getTodayCustomerCount() {
return success(customerService.getTodayCustomerCount(getLoginUserId()));
}
@GetMapping("/follow-customer-count")
@Operation(summary = "获得分配给我的客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getFollowCustomerCount() {
return success(customerService.getFollowCustomerCount(getLoginUserId()));
}
/**
* 获取距离进入公海的时间
*

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerPageReqVO.java
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@ -14,6 +14,19 @@ import lombok.ToString;
@ToString(callSuper = true)
public class CrmCustomerPageReqVO extends PageParam {
/**
* 联系状态 - 今日需联系
*/
public static final int CONTACT_TODAY = 1;
/**
* 联系状态 - 已逾期
*/
public static final int CONTACT_EXPIRED = 2;
/**
* 联系状态 - 已联系
*/
public static final int CONTACT_ALREADY = 3;
@Schema(description = "客户名称", example = "赵六")
private String name;
@ -36,4 +49,13 @@ public class CrmCustomerPageReqVO extends PageParam {
@Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
private Boolean pool; // null 则表示为不是公海数据
@Schema(description = "联系状态", example = "1")
private Integer contactStatus; // backlog查询条件, null 则表示为不做查询
@Schema(description = "跟进状态", example = "true")
private Boolean followUpStatus; // backlog查询条件, null 则表示为不做查询
@Schema(description = "跟进状态", example = "true")
private Boolean followUpStatus;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java
View File

@ -144,4 +144,12 @@ public class CrmReceivableController {
return CrmReceivableConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList);
}
@GetMapping("/check-receivables-count")
@Operation(summary = "获得待审核回款数量")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<Long> getCheckReceivablesCount() {
return success(receivableService.getCheckReceivablesCount(getLoginUserId()));
}
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java
View File

@ -153,4 +153,12 @@ public class CrmReceivablePlanController {
return CrmReceivablePlanConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList, receivableList);
}
@GetMapping("/remind-receivable-plan-count")
@Operation(summary = "获得待回款提醒数量")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<Long> getRemindReceivablesCount() {
return success(receivablePlanService.getRemindReceivablePlanCount(getLoginUserId()));
}
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/clue/CrmClueMapper.java
View File

@ -6,6 +6,7 @@ import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
@ -40,6 +41,7 @@ public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
.eqIfPresent(CrmClueDO::getIndustryId, pageReqVO.getIndustryId())
.eqIfPresent(CrmClueDO::getLevel, pageReqVO.getLevel())
.eqIfPresent(CrmClueDO::getSource, pageReqVO.getSource())
.eqIfPresent(CrmClueDO::getFollowUpStatus, pageReqVO.getFollowUpStatus())
.orderByDesc(CrmClueDO::getId);
return selectJoinPage(pageReqVO, CrmClueDO.class, query);
}
@ -53,4 +55,17 @@ public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
return selectJoinList(CrmClueDO.class, query);
}
default Long getFollowLeadsCount(Long userId) {
MPJLambdaWrapperX<CrmClueDO> query = new MPJLambdaWrapperX<>();
// 我负责的, 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_LEADS.getType(),
CrmClueDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 未跟进, 未转化
query.ne(CrmClueDO::getFollowUpStatus, true)
.ne(CrmClueDO::getTransformStatus, true);
return selectCount(query);
}
}

31
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java
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@ -6,9 +6,11 @@ import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
@ -87,4 +89,33 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
return selectCount(CrmContractDO::getBusinessId, businessId);
}
default Long getCheckContractCount(Long userId) {
MPJLambdaWrapperX<CrmContractDO> query = new MPJLambdaWrapperX<>();
// 我负责的, 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTRACT.getType(),
CrmContractDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 未提交 or 审核不通过
query.in(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.DRAFT.getStatus(), CrmAuditStatusEnum.REJECT.getStatus());
return selectCount(query);
}
default Long getEndContractCount(Long userId) {
MPJLambdaWrapperX<CrmContractDO> query = new MPJLambdaWrapperX<>();
// 我负责的, 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTRACT.getType(),
CrmContractDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 即将到期
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
int REMIND_DAYS = 20;
query.eq(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.APPROVE.getStatus())
.between(CrmContractDO::getEndTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));
return selectCount(query);
}
}

158
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java
View File

@ -1,20 +1,23 @@
package cn.iocoder.yudao.module.crm.dal.mysql.customer;
import cn.hutool.core.date.LocalDateTimeUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
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.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import org.springframework.lang.Nullable;
import org.springframework.util.Assert;
import java.time.LocalDateTime;
import java.util.Collection;
@ -28,6 +31,40 @@ import java.util.List;
@Mapper
public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
private static MPJLambdaWrapperX<CrmCustomerDO> buildPutInPoolRemindCustomerWrapper(CrmCustomerPageReqVO pageReqVO, CrmCustomerPoolConfigDO poolConfigDO, Long userId) {
MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), null);
// 锁定状态不需要提醒
query.ne(CrmCustomerDO::getLockStatus, true);
// 情况一：未成交提醒日期区间
Integer dealExpireDays = poolConfigDO.getDealExpireDays();
LocalDateTime startDealRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
.minusDays(dealExpireDays);
LocalDateTime endDealRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
.minusDays(Math.max(dealExpireDays - poolConfigDO.getNotifyDays(), 0));
// 情况二：未跟进提醒日期区间
Integer contactExpireDays = poolConfigDO.getContactExpireDays();
LocalDateTime startContactRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
.minusDays(contactExpireDays);
LocalDateTime endContactRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
.minusDays(Math.max(contactExpireDays - poolConfigDO.getNotifyDays(), 0));
query
// 情况一：1. 未成交放入公海提醒
.eq(CrmCustomerDO::getDealStatus, false)
.between(CrmCustomerDO::getCreateTime, startDealRemindDate, endDealRemindDate)
// 情况二：未跟进放入公海提醒
.or() // 2.1 contactLastTime 为空 TODO 芋艿：这个要不要搞个默认值；
.isNull(CrmCustomerDO::getContactLastTime)
.between(CrmCustomerDO::getCreateTime, startContactRemindDate, endContactRemindDate)
.or() // 2.2 ContactLastTime 不为空
.between(CrmCustomerDO::getContactLastTime, startContactRemindDate, endContactRemindDate);
return query;
}
default Long selectCountByLockStatusAndOwnerUserId(Boolean lockStatus, Long ownerUserId) {
return selectCount(new LambdaUpdateWrapper<CrmCustomerDO>()
.eq(CrmCustomerDO::getLockStatus, lockStatus)
@ -57,7 +94,26 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
.eqIfPresent(CrmCustomerDO::getMobile, pageReqVO.getMobile())
.eqIfPresent(CrmCustomerDO::getIndustryId, pageReqVO.getIndustryId())
.eqIfPresent(CrmCustomerDO::getLevel, pageReqVO.getLevel())
.eqIfPresent(CrmCustomerDO::getSource, pageReqVO.getSource());
.eqIfPresent(CrmCustomerDO::getSource, pageReqVO.getSource())
.eqIfPresent(CrmCustomerDO::getFollowUpStatus, pageReqVO.getFollowUpStatus());
// backlog 查询
if (ObjUtil.isNotNull(pageReqVO.getContactStatus())) {
Assert.isNull(pageReqVO.getPool(), "[是否为公海数据]必须是null");
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_TODAY)) { // 今天需联系
query.between(CrmCustomerDO::getContactNextTime, beginOfToday, endOfToday);
} else if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_EXPIRED)) { // 已逾期
query.lt(CrmCustomerDO::getContactNextTime, beginOfToday);
} else if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_ALREADY)) { // 已联系
query.between(CrmCustomerDO::getContactLastTime, beginOfToday, endOfToday);
} else {
throw new IllegalArgumentException("未知联系状态：" + pageReqVO.getContactStatus());
}
}
return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
}
@ -70,37 +126,6 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
return selectJoinList(CrmCustomerDO.class, query);
}
/**
* 待办事项 - 今日需联系客户
*
* @param pageReqVO 分页请求参数
* @param userId 当前用户ID
* @return 分页结果
*/
default PageResult<CrmCustomerDO> selectTodayCustomerPage(CrmTodayCustomerPageReqVO pageReqVO, Long userId) {
MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), null);
// 拼接自身的查询条件
query.selectAll(CrmCustomerDO.class);
if (pageReqVO.getContactStatus() != null) {
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
if (pageReqVO.getContactStatus().equals(CrmTodayCustomerPageReqVO.CONTACT_TODAY)) { // 今天需联系
query.between(CrmCustomerDO::getContactNextTime, beginOfToday, endOfToday);
} else if (pageReqVO.getContactStatus().equals(CrmTodayCustomerPageReqVO.CONTACT_EXPIRED)) { // 已逾期
query.lt(CrmCustomerDO::getContactNextTime, beginOfToday);
} else if (pageReqVO.getContactStatus().equals(CrmTodayCustomerPageReqVO.CONTACT_ALREADY)) { // 已联系
query.between(CrmCustomerDO::getContactLastTime, beginOfToday, endOfToday);
} else {
throw new IllegalArgumentException("未知联系状态：" + pageReqVO.getContactStatus());
}
}
return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
}
default List<CrmCustomerDO> selectListByLockAndNotPool(Boolean lockStatus) {
return selectList(new LambdaQueryWrapper<CrmCustomerDO>()
.eq(CrmCustomerDO::getLockStatus, lockStatus)
@ -114,37 +139,42 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
default PageResult<CrmCustomerDO> selectPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageReqVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long userId) {
MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), null);
// TODO @dhb52：lock 的情况，不需要提醒哈；
// 拼接自身的查询条件
query.selectAll(CrmCustomerDO.class);
// 情况一：未成交提醒日期区间
Integer dealExpireDays = poolConfigDO.getDealExpireDays();
LocalDateTime startDealRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
.minusDays(dealExpireDays);
LocalDateTime endDealRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
.minusDays(Math.max(dealExpireDays - poolConfigDO.getNotifyDays(), 0));
// 情况二：未跟进提醒日期区间
Integer contactExpireDays = poolConfigDO.getContactExpireDays();
LocalDateTime startContactRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
.minusDays(contactExpireDays);
LocalDateTime endContactRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
.minusDays(Math.max(contactExpireDays - poolConfigDO.getNotifyDays(), 0));
query
// 情况一：1. 未成交放入公海提醒
.eq(CrmCustomerDO::getDealStatus, false)
.between(CrmCustomerDO::getCreateTime, startDealRemindDate, endDealRemindDate)
// 情况二：未跟进放入公海提醒
.or() // 2.1 contactLastTime 为空 TODO 芋艿：这个要不要搞个默认值；
.isNull(CrmCustomerDO::getContactLastTime)
.between(CrmCustomerDO::getCreateTime, startContactRemindDate, endContactRemindDate)
.or() // 2.2 ContactLastTime 不为空
.between(CrmCustomerDO::getContactLastTime, startContactRemindDate, endContactRemindDate);
return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
final MPJLambdaWrapperX<CrmCustomerDO> query = buildPutInPoolRemindCustomerWrapper(pageReqVO, poolConfigDO, userId);
return selectJoinPage(pageReqVO, CrmCustomerDO.class, query.selectAll(CrmCustomerDO.class));
}
default Long selectPutInPoolRemindCustomerCount(CrmCustomerPageReqVO pageReqVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long userId) {
final MPJLambdaWrapperX<CrmCustomerDO> query = buildPutInPoolRemindCustomerWrapper(pageReqVO, poolConfigDO, userId);
return selectCount(query);
}
default Long getTodayCustomerCount(Long userId) {
MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
// 我负责的, 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
CrmCustomerDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 今天需联系
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
query.between(CrmCustomerDO::getContactNextTime, beginOfToday, endOfToday);
return selectCount(query);
}
default Long getFollowCustomerCount(Long userId) {
MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
// 我负责的, 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
CrmCustomerDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 未跟进
query.ne(CrmClueDO::getFollowUpStatus, true);
return selectCount(query);
}
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivableMapper.java
View File

@ -5,8 +5,11 @@ import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
@ -59,4 +62,17 @@ public interface CrmReceivableMapper extends BaseMapperX<CrmReceivableDO> {
return selectJoinList(CrmReceivableDO.class, query);
}
default Long getCheckReceivablesCount(Long userId) {
MPJLambdaWrapperX<CrmReceivableDO> query = new MPJLambdaWrapperX<>();
// 我负责的, 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE.getType(),
CrmReceivableDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 未提交 or 审核不通过
query.in(CrmContractDO::getAuditStatus, CrmAuditStatusEnum.DRAFT.getStatus(), CrmAuditStatusEnum.REJECT.getStatus());
return selectCount(query);
}
}

16
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivablePlanMapper.java
View File

@ -8,6 +8,7 @@ import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
@ -78,4 +79,19 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
return selectJoinList(CrmReceivablePlanDO.class, query);
}
default Long getRemindReceivablePlanCount(Long userId) {
MPJLambdaWrapperX<CrmReceivablePlanDO> query = new MPJLambdaWrapperX<>();
// 我负责的, 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(),
CrmReceivablePlanDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 待回款
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
query.isNull(CrmReceivablePlanDO::getReceivableId)
.gt(CrmReceivablePlanDO::getReturnTime, beginOfToday)
.apply("to_days(return_time) <= to_days(now())+ remind_days");
return selectCount(query);
}
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java
View File

@ -90,4 +90,12 @@ public interface CrmClueService {
*/
void translateCustomer(CrmClueTranslateReqVO reqVO, Long userId);
/**
* 获得分配给我的线索数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getFollowLeadsCount(Long userId);
}

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
View File

@ -276,4 +276,9 @@ public class CrmClueServiceImpl implements CrmClueService {
return SpringUtil.getBean(getClass());
}
@Override
public Long getFollowLeadsCount(Long userId) {
return clueMapper.getFollowLeadsCount(userId);
}
}

18
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java
View File

@ -6,7 +6,6 @@ import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageR
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
import jakarta.validation.Valid;
@ -135,12 +134,21 @@ public interface CrmContractService {
*/
Long getContractCountByBusinessId(Long businessId);
/**
* 获取合同商品列表
* 获得待审核合同数量
*
* @param contactId 合同编号
* @return 合同商品列表
* @param userId 用户编号
* @return 提醒数量
*/
List<CrmContractProductDO> getContractProductListByContractId(Long contactId);
Long getCheckContractCount(Long userId);
/**
* 获得即将到期的合同数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getEndContractCount(Long userId);
}

11
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
View File

@ -361,4 +361,15 @@ public class CrmContractServiceImpl implements CrmContractService {
}
// TODO @合同待定：需要新增一个 ContractConfigDO 表，合同配置，重点是到期提醒；
@Override
public Long getCheckContractCount(Long userId) {
return contractMapper.getCheckContractCount(userId);
}
@Override
public Long getEndContractCount(Long userId) {
return contractMapper.getEndContractCount(userId);
}
}

38
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
View File

@ -140,7 +140,43 @@ public interface CrmCustomerService {
*/
int autoPutCustomerPool();
/**
* 获得放入公海提醒的客户分页数据
*
* @param pageVO 分页查询
* @param poolConfigDO 公海配置
* @param userId 用户编号
* @return 客户分页
*/
PageResult<CrmCustomerDO> getPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long loginUserId);
Long userId);
/**
* 获得今日需联系客户数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getTodayCustomerCount(Long userId);
/**
* 获得待进入公海的客户数量
*
* @param pageVO 分页查询
* @param poolConfigDO 公海配置
* @param userId 用户编号
* @return 提醒数量
*/
Long getPutInPoolRemindCustomerCount(CrmCustomerPageReqVO pageVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long userId);
/**
* 获得分配给我的客户数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getFollowCustomerCount(Long userId);
}

18
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
View File

@ -466,12 +466,30 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
return customerMapper.selectPage(pageReqVO, userId);
}
@Override
public PageResult<CrmCustomerDO> getPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageReqVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long userId) {
return customerMapper.selectPutInPoolRemindCustomerPage(pageReqVO, poolConfigDO, userId);
}
@Override
public Long getPutInPoolRemindCustomerCount(CrmCustomerPageReqVO pageReqVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long userId) {
return customerMapper.selectPutInPoolRemindCustomerCount(pageReqVO, poolConfigDO, userId);
}
@Override
public Long getTodayCustomerCount(Long userId) {
return customerMapper.getTodayCustomerCount(userId);
}
@Override
public Long getFollowCustomerCount(Long userId) {
return customerMapper.getFollowCustomerCount(userId);
}
// ======================= 校验相关 =======================
/**

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

@ -1,23 +0,0 @@
package cn.iocoder.yudao.module.crm.service.message;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import jakarta.validation.Valid;
/**
* CRM 待办消息 Service 接口
*
* @author dhb52
*/
public interface CrmBacklogService {
/**
* 根据【联系状态】、【场景类型】筛选客户分页
*
* @param pageReqVO 分页查询
* @return 分页数据
*/
PageResult<CrmCustomerDO> getTodayCustomerPage(@Valid CrmTodayCustomerPageReqVO pageReqVO, Long userId);
}

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

@ -1,28 +0,0 @@
package cn.iocoder.yudao.module.crm.service.message;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Component;
import org.springframework.validation.annotation.Validated;
/**
* 待办消息 Service 实现类
*
* @author dhb52
*/
@Component
@Validated
public class CrmBacklogServiceImpl implements CrmBacklogService {
@Resource
private CrmCustomerMapper customerMapper;
@Override
public PageResult<CrmCustomerDO> getTodayCustomerPage(CrmTodayCustomerPageReqVO pageReqVO, Long userId) {
return customerMapper.selectTodayCustomerPage(pageReqVO, userId);
}
}

7
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivablePlanService.java
View File

@ -77,4 +77,11 @@ public interface CrmReceivablePlanService {
*/
PageResult<CrmReceivablePlanDO> getReceivablePlanPageByCustomerId(CrmReceivablePlanPageReqVO pageReqVO);
/**
* 获得待回款提醒数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getRemindReceivablePlanCount(Long userId);
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivablePlanServiceImpl.java
View File

@ -24,7 +24,6 @@ import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
import com.mzt.logapi.starter.annotation.LogRecord;
import jakarta.annotation.Resource;
import org.springframework.context.annotation.Lazy;
import org.springframework.stereotype.Service;
import org.springframework.validation.annotation.Validated;
@ -163,4 +162,9 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
return receivablePlanMapper.selectPageByCustomerId(pageReqVO);
}
@Override
public Long getRemindReceivablePlanCount(Long userId) {
return receivablePlanMapper.getRemindReceivablePlanCount(userId);
}
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableService.java
View File

@ -78,4 +78,12 @@ public interface CrmReceivableService {
*/
PageResult<CrmReceivableDO> getReceivablePageByCustomerId(CrmReceivablePageReqVO pageReqVO);
/**
* 获得待审核回款数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getCheckReceivablesCount(Long userId);
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableServiceImpl.java
View File

@ -27,7 +27,6 @@ import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
import com.mzt.logapi.starter.annotation.LogRecord;
import jakarta.annotation.Resource;
import org.springframework.context.annotation.Lazy;
import org.springframework.stereotype.Service;
import org.springframework.validation.annotation.Validated;
@ -183,4 +182,9 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
return receivableMapper.selectPageByCustomerId(pageReqVO);
}
@Override
public Long getCheckReceivablesCount(Long userId) {
return receivableMapper.getCheckReceivablesCount(userId);
}
}