CRM-CONTRACT: 完善 TODO

yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/number/MoneyUtils.java

@@ -35,6 +35,22 @@ public class MoneyUtils {
         return calculateRatePrice(price, rate, 0, RoundingMode.FLOOR).intValue();
     }
 
+    /**
+     * 计算百分比金额
+     *
+     * @param price   金额（单位分）
+     * @param count   数量
+     * @param percent 折扣（单位分），列如 60.2%，则传入 6020
+     * @return 商品总价
+     */
+    public static Integer calculator(Integer price, Integer count, Integer percent) {
+        price = price * count;
+        if (percent == null) {
+            return price;
+        }
+        return MoneyUtils.calculateRatePriceFloor(price, (double) (percent / 100));
+    }
+
     /**
      * 计算百分比金额
      *

yudao-module-bpm/yudao-module-bpm-biz/src/main/java/cn/iocoder/yudao/module/bpm/controller/admin/definition/BpmModelController.java

@@ -43,7 +43,7 @@ public class BpmModelController {
         return success(model);
     }
 
-    // TODO @puhui999：这个接口的目的是啥呀？
+    // TODO @puhui999：这个接口的目的是啥呀？业务表单预览流程🤣
     @GetMapping("/get-by-key")
     @Operation(summary = "获得模型")
     @Parameter(name = "key", description = "流程标识", required = true, example = "oa_leave")

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

@@ -12,6 +12,7 @@ public interface ErrorCodeConstants {
     // ========== 合同管理 1-020-000-000 ==========
     ErrorCode CONTRACT_NOT_EXISTS = new ErrorCode(1_020_000_000, "合同不存在");
     ErrorCode CONTRACT_UPDATE_FAIL_EDITING_PROHIBITED = new ErrorCode(1_020_000_001, "更新合同失败，原因：禁止编辑");
+    ErrorCode CONTRACT_SUBMIT_FAIL_NOT_DRAFT = new ErrorCode(1_020_000_002, "合同提交审核失败，原因：合同没处在未提交状态");
 
     // ========== 线索管理 1-020-001-000 ==========
     ErrorCode CLUE_NOT_EXISTS = new ErrorCode(1_020_001_000, "线索不存在");

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

@@ -39,6 +39,8 @@ public interface LogRecordConstants {
     String CRM_CUSTOMER_POOL_SUCCESS = "将客户【{{#customerName}}】放入了公海";
     String CRM_CUSTOMER_RECEIVE_SUB_TYPE = "{{#ownerUserName != null ? '分配客户' : '领取客户'}}";
     String CRM_CUSTOMER_RECEIVE_SUCCESS = "{{#ownerUserName != null ? '将客户【' + #customer.name + '】分配给【' + #ownerUserName + '】' : '领取客户【' + #customer.name + '】'}}";
+    String CRM_CUSTOMER_IMPORT_SUB_TYPE = "{{#isUpdate ? '导入并更新客户' : '导入客户'}}";
+    String CRM_CUSTOMER_IMPORT_SUCCESS = "{{#isUpdate ? '导入并更新了客户【'+ #customer.name +'】' : '导入了客户【'+ #customer.name +'】'}}";
 
     // ======================= CRM_CUSTOMER_LIMIT_CONFIG 客户限制配置 =======================
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java

@@ -132,21 +132,19 @@ public class CrmContractController {
         return CrmContractConvert.INSTANCE.convertPage(pageResult, userMap, customerList);
     }
 
-    // TODO @puhui999：transferContract
+    @PutMapping("/transfer-contract")
-    @PutMapping("/transfer")
     @Operation(summary = "合同转移")
     @PreAuthorize("@ss.hasPermission('crm:contract:update')")
-    public CommonResult<Boolean> transfer(@Valid @RequestBody CrmContractTransferReqVO reqVO) {
+    public CommonResult<Boolean> transferContract(@Valid @RequestBody CrmContractTransferReqVO reqVO) {
         contractService.transferContract(reqVO, getLoginUserId());
         return success(true);
     }
 
-    // TODO @puhui999：方法名不对哈；要不改成 submit？提交审核的意思
+    @PutMapping("/submit")
-    @PutMapping("/approve")
+    @Operation(summary = "提交合同审批")
-    @Operation(summary = "发起合同审批流程")
     @PreAuthorize("@ss.hasPermission('crm:contract:update')")
-    public CommonResult<Boolean> transfer(@RequestParam("id") Long id) {
+    public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
-        contractService.handleApprove(id, getLoginUserId());
+        contractService.submitContract(id, getLoginUserId());
         return success(true);
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractSaveReqVO.java

@@ -89,9 +89,6 @@ public class CrmContractSaveReqVO {
     @DiffLogField(name = "备注")
     private String remark;
 
-    // TODO @puhui999：这个字段，按道理不用传递？
-    @Schema(description = "审批状态", example = "1")
-    private Integer auditStatus;
 
     @Schema(description = "产品列表")
     private List<CrmContractProductItem> productItems;

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/business/CrmBusinessProductDO.java

@@ -1,6 +1,7 @@
 package cn.iocoder.yudao.module.crm.dal.dataobject.business;
 
 import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
 import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
 import com.baomidou.mybatisplus.annotation.KeySequence;
@@ -40,6 +41,12 @@ public class CrmBusinessProductDO extends BaseDO {
      * 关联 {@link CrmProductDO#getId()}
      */
     private Long productId;
+    /**
+     * 合同编号
+     *
+     * 关联 {@link CrmContractDO#getId()}
+     */
+    private Long contractId;
 
     /**
      * 产品单价

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/product/CrmProductDO.java

@@ -45,7 +45,7 @@ public class CrmProductDO extends BaseDO {
     /**
      * 价格，单位：分
      */
-    private Long price;
+    private Integer price;
     /**
      * 状态
      *

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

@@ -101,10 +101,9 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
         return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
     }
 
-    default List<CrmCustomerDO> selectListByLockAndDealStatusAndNotPool(Boolean lockStatus, Boolean dealStatus) {
+    default List<CrmCustomerDO> selectListByLockAndNotPool(Boolean lockStatus) {
         return selectList(new LambdaQueryWrapper<CrmCustomerDO>()
                 .eq(CrmCustomerDO::getLockStatus, lockStatus)
-                .eq(CrmCustomerDO::getDealStatus, dealStatus)
                 .gt(CrmCustomerDO::getOwnerUserId, 0));
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessProductService.java

@@ -5,6 +5,7 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
 import java.util.List;
 
 // TODO @lzxhqs：方法名上，带下 BusinessProduct；主要考虑不精简的原因，是因为一个逻辑，可能会出现一些超越它自身方法，省略不容易懂；
+
 /**
  * 商机产品关联表 Service 接口
  *
@@ -14,31 +15,45 @@ public interface CrmBusinessProductService {
 
     /**
      * 批量新增商机产品关联数据
+     *
      * @param list 商机产品集合
      */
     void insertBatch(List<CrmBusinessProductDO> list);
 
     /**
      * 根据商机id获取商机产品关联数据集合
+     *
      * @param businessId 商机id
      */
     List<CrmBusinessProductDO> selectListByBusinessId(Long businessId);
 
     /**
      * 批量更新商机产品表
+     *
      * @param list 商机产品数据集合
      */
     void updateBatch(List<CrmBusinessProductDO> list);
 
     /**
      * 批量删除
+     *
      * @param list 需要删除的商机产品集合
      */
     void deleteBatch(List<CrmBusinessProductDO> list);
 
     /**
      * 根据商机id删除商机产品关联数据
+     *
      * @param businessId 商机id
      */
     void deleteByBusinessId(Long businessId);
+
+    /**
+     * 获得合同关联的商品列表
+     *
+     * @param contractId 合同编号
+     * @return 关联的商品列表
+     */
+    List<CrmBusinessProductDO> selectListByContractId(Long contractId);
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessProductServiceImpl.java

@@ -47,4 +47,9 @@ public class CrmBusinessProductServiceImpl implements CrmBusinessProductService
         businessProductMapper.deleteByBusinessId(businessId);
     }
 
+    @Override
+    public List<CrmBusinessProductDO> selectListByContractId(Long contractId) {
+        return businessProductMapper.selectList(CrmBusinessProductDO::getContractId, contractId);
+    }
+
 }

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

@@ -196,7 +196,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
      */
     private void validateContractExists(Long businessId) {
         // TODO @lzxhqs：保持风格的统一，selectCountByBusinessId 改成 getContractCountByBusinessId；另外，可以不用声明 count，因为就一次性使用，直接把 197 和 198 合并成一行；
-        Long count = contractService.selectCountByBusinessId(businessId);
+        Long count = contractService.getContractCountByBusinessId(businessId);
         if (count > 0) {
             throw exception(BUSINESS_CONTRACT_EXISTS);
         }

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

@@ -64,7 +64,7 @@ public interface CrmContractService {
      * @param id     合同编号
      * @param userId 用户编号
      */
-    void handleApprove(Long id, Long userId);
+    void submitContract(Long id, Long userId);
 
     /**
      * 更新合同流程审批结果
@@ -125,13 +125,12 @@ public interface CrmContractService {
      */
     Long getContractCountByCustomerId(Long customerId);
 
-    // TODO @puhui999：要不改成 getContractCountByBusinessId
     /**
      * 根据商机ID获取关联客户的合同数量
      *
      * @param businessId 商机编号
      * @return 数量
      */
-    Long selectCountByBusinessId(Long businessId);
+    Long getContractCountByBusinessId(Long businessId);
 
 }

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

@@ -2,10 +2,12 @@ package cn.iocoder.yudao.module.crm.service.contract;
 
 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.collection.ListUtil;
+import cn.hutool.core.lang.Assert;
 import cn.hutool.core.util.ObjUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
 import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
+import cn.iocoder.yudao.module.bpm.api.listener.dto.BpmResultListenerRespDTO;
 import cn.iocoder.yudao.module.bpm.api.task.BpmProcessInstanceApi;
 import cn.iocoder.yudao.module.bpm.api.task.dto.BpmProcessInstanceCreateReqDTO;
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
@@ -87,8 +89,10 @@ public class CrmContractServiceImpl implements CrmContractService {
         CrmContractDO contract = BeanUtils.toBean(createReqVO, CrmContractDO.class).setId(null);
         contractMapper.insert(contract);
         // 1.2 插入商机关联商品
-        List<CrmBusinessProductDO> businessProduct = convertBusinessProductList(createReqVO);
+        if (CollUtil.isNotEmpty(createReqVO.getProductItems())) { // 如果有的话
+            List<CrmBusinessProductDO> businessProduct = convertBusinessProductList(createReqVO, contract.getId());
             businessProductService.insertBatch(businessProduct);
+        }
 
         // 2. 创建数据权限
         crmPermissionService.createPermission(new CrmPermissionCreateReqBO().setUserId(userId)
@@ -106,9 +110,11 @@ public class CrmContractServiceImpl implements CrmContractService {
             success = CRM_CONTRACT_UPDATE_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
     public void updateContract(CrmContractSaveReqVO updateReqVO) {
-        // TODO @合同待定：只有草稿、审批中，可以编辑；
+        Assert.notNull(updateReqVO.getId(), "合同编号不能为空");
-        if (ObjUtil.notEqual(updateReqVO.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus()) ||
+        CrmContractDO contract = validateContractExists(updateReqVO.getId());
-                ObjUtil.notEqual(updateReqVO.getAuditStatus(), CrmAuditStatusEnum.PROCESS.getStatus())) {
+        // 只有草稿、审批中，可以编辑；
+        if (ObjUtil.notEqual(contract.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus()) ||
+                ObjUtil.notEqual(contract.getAuditStatus(), CrmAuditStatusEnum.PROCESS.getStatus())) {
             throw exception(CONTRACT_UPDATE_FAIL_EDITING_PROHIBITED);
         }
         validateRelationDataExists(updateReqVO);
@@ -117,21 +123,41 @@ public class CrmContractServiceImpl implements CrmContractService {
         // 更新合同
         CrmContractDO updateObj = BeanUtils.toBean(updateReqVO, CrmContractDO.class);
         contractMapper.updateById(updateObj);
-
+        // 更新合同关联商品
-        // TODO puhui999: @芋艿：合同变更关联的商机后商品怎么处理？
+        updateContractProduct(updateReqVO, updateObj.getId());
-        // TODO @puhui999：和商品 spu、sku 编辑一样；新增的插入；修改的更新；删除的删除
-        //List<CrmBusinessProductDO> businessProduct = convertBusinessProductList(updateReqVO);
-        //businessProductService.selectListByBusinessId()
-        //diffList()
 
         // 3. 记录操作日志上下文
         LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldContract, CrmContractSaveReqVO.class));
         LogRecordContext.putVariable("contractName", oldContract.getName());
     }
 
+    private void updateContractProduct(CrmContractSaveReqVO updateReqVO, Long contractId) {
+        if (CollUtil.isEmpty(updateReqVO.getProductItems())) {
+            return;
+        }
+        List<CrmBusinessProductDO> newProductList = convertBusinessProductList(updateReqVO, contractId);
+        List<CrmBusinessProductDO> oldProductList = businessProductService.selectListByContractId(contractId);
+        List<List<CrmBusinessProductDO>> diffList = diffList(oldProductList, newProductList, (oldObj, newObj) -> {
+            if (ObjUtil.notEqual(oldObj.getProductId(), newObj.getProductId())) {
+                return false;
+            }
+            newObj.setId(oldObj.getId()); // 设置一下老的编号更新时需要使用
+            return true;
+        });
+        if (CollUtil.isNotEmpty(diffList.getFirst())) {
+            businessProductService.insertBatch(diffList.getFirst());
+        }
+        if (CollUtil.isNotEmpty(diffList.get(1))) {
+            businessProductService.updateBatch(diffList.get(1));
+        }
+        if (CollUtil.isNotEmpty(diffList.get(2))) {
+            businessProductService.deleteBatch(diffList.get(2));
+        }
+    }
+
     // TODO @合同待定：缺一个取消合同的接口；只有草稿、审批中可以取消；CrmAuditStatusEnum
 
-    private List<CrmBusinessProductDO> convertBusinessProductList(CrmContractSaveReqVO reqVO) {
+    private List<CrmBusinessProductDO> convertBusinessProductList(CrmContractSaveReqVO reqVO, Long contractId) {
         // 校验商品存在
         Set<Long> productIds = convertSet(reqVO.getProductItems(), CrmContractSaveReqVO.CrmContractProductItem::getId);
         List<CrmProductDO> productList = productService.getProductList(productIds);
@@ -140,29 +166,14 @@ public class CrmContractServiceImpl implements CrmContractService {
         }
         Map<Long, CrmProductDO> productMap = convertMap(productList, CrmProductDO::getId);
         return convertList(reqVO.getProductItems(), productItem -> {
-            // TODO @puhui999：这里可以改成直接 return，不用弄一个 businessProduct 变量哈；
+            CrmProductDO product = productMap.get(productItem.getId());
-            CrmBusinessProductDO businessProduct = BeanUtils.toBean(productMap.get(productItem.getId()), CrmBusinessProductDO.class);
+            return BeanUtils.toBean(product, CrmBusinessProductDO.class)
-            businessProduct.setId(null).setBusinessId(reqVO.getBusinessId()).setProductId(productItem.getId())
+                    .setId(null).setBusinessId(reqVO.getBusinessId()).setProductId(productItem.getId()).setContractId(contractId)
-                    .setCount(productItem.getCount()).setDiscountPercent(productItem.getDiscountPercent()).setTotalPrice(calculator(businessProduct));
+                    .setCount(productItem.getCount()).setDiscountPercent(productItem.getDiscountPercent())
-            return businessProduct;
+                    .setTotalPrice(MoneyUtils.calculator(product.getPrice(), productItem.getCount(), productItem.getDiscountPercent()));
         });
     }
 
-    /**
-     * 计算商品总价
-     *
-     * @param businessProduct 关联商品
-     * @return 商品总价
-     */
-    // TODO @puhui999：这个逻辑的计算，是不是可以封装到 calculateRatePriceFloor 里；
-    private Integer calculator(CrmBusinessProductDO businessProduct) {
-        int price = businessProduct.getPrice() * businessProduct.getCount();
-        if (businessProduct.getDiscountPercent() == null) {
-            return price;
-        }
-        return MoneyUtils.calculateRatePriceFloor(price, (double) (businessProduct.getDiscountPercent() / 100));
-    }
-
     /**
      * 校验关联数据是否存在
      *
@@ -235,9 +246,12 @@ public class CrmContractServiceImpl implements CrmContractService {
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    public void handleApprove(Long id, Long userId) {
+    public void submitContract(Long id, Long userId) {
-        // TODO @puhui999：需要做状态检查
+        // 1. 校验合同是否在审批
-
+        CrmContractDO contract = validateContractExists(id);
+        if (ObjUtil.notEqual(contract.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus())) {
+            throw exception(CONTRACT_SUBMIT_FAIL_NOT_DRAFT);
+        }
         // 创建合同审批流程实例
         String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId, new BpmProcessInstanceCreateReqDTO()
                 .setProcessDefinitionKey(CONTRACT_APPROVE).setBusinessKey(String.valueOf(id)));
@@ -247,6 +261,12 @@ public class CrmContractServiceImpl implements CrmContractService {
                 .setAuditStatus(CrmAuditStatusEnum.PROCESS.getStatus()));
     }
 
+    @Override
+    public void updateContractAuditStatus(BpmResultListenerRespDTO event) {
+        contractMapper.updateById(new CrmContractDO().setId(Long.parseLong(event.getBusinessKey()))
+                .setAuditStatus(event.getResult()));
+    }
+
     //======================= 查询相关 =======================
 
     @Override
@@ -285,7 +305,7 @@ public class CrmContractServiceImpl implements CrmContractService {
     }
 
     @Override
-    public Long selectCountByBusinessId(Long businessId) {
+    public Long getContractCountByBusinessId(Long businessId) {
         return contractMapper.selectCountByBusinessId(businessId);
     }
     // TODO @合同待定：需要新增一个 ContractConfigDO 表，合同配置，重点是到期提醒；

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/listener/CrmContractResultListener.java

@@ -1,7 +1,11 @@
 package cn.iocoder.yudao.module.crm.service.contract.listener;
 
+import cn.hutool.core.util.ObjUtil;
+import cn.iocoder.yudao.framework.common.util.object.ObjectUtils;
 import cn.iocoder.yudao.module.bpm.api.listener.BpmResultListenerApi;
 import cn.iocoder.yudao.module.bpm.api.listener.dto.BpmResultListenerRespDTO;
+import cn.iocoder.yudao.module.bpm.enums.task.BpmProcessInstanceResultEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
 import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
 import cn.iocoder.yudao.module.crm.service.contract.CrmContractServiceImpl;
 import jakarta.annotation.Resource;
@@ -25,7 +29,31 @@ public class CrmContractResultListener implements BpmResultListenerApi {
 
     @Override
     public void onEvent(BpmResultListenerRespDTO event) {
+        boolean currentTaskFinish = isEndResult(event.getResult());
+        if (!currentTaskFinish) {
+            return;
+        }
+        if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.APPROVE.getResult())) {
+            event.setResult(CrmAuditStatusEnum.APPROVE.getStatus());
+        }
+        if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.REJECT.getResult())) {
+            event.setResult(CrmAuditStatusEnum.REJECT.getStatus());
+        }
+        if (ObjUtil.equal(event.getResult(), BpmProcessInstanceResultEnum.CANCEL.getResult())) {
+            event.setResult(CrmAuditStatusEnum.CANCEL.getStatus());
+        }
         contractService.updateContractAuditStatus(event);
     }
 
+    /**
+     * 判断该结果是否处于 End 最终结果
+     *
+     * @param result 结果
+     * @return 是否
+     */
+    public static boolean isEndResult(Integer result) {
+        return ObjectUtils.equalsAny(result, BpmProcessInstanceResultEnum.APPROVE.getResult(),
+                BpmProcessInstanceResultEnum.REJECT.getResult(), BpmProcessInstanceResultEnum.CANCEL.getResult());
+    }
+
 }

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

@@ -93,8 +93,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         validateCustomerExceedOwnerLimit(createReqVO.getOwnerUserId(), 1);
 
         // 2. 插入客户
-        CrmCustomerDO customer = BeanUtils.toBean(createReqVO, CrmCustomerDO.class).setOwnerUserId(userId)
+        CrmCustomerDO customer = initCustomer(createReqVO, userId);
-                .setLockStatus(false).setDealStatus(false).setContactLastTime(LocalDateTime.now());
         customerMapper.insert(customer);
 
         // 3. 创建数据权限
@@ -232,7 +231,6 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         return customer.getId();
     }
 
-    // TODO @puhui999：操作日志
     @Override
     public CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers,
                                                       Boolean isUpdateSupport, Long userId) {
@@ -253,14 +251,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
             // 判断如果不存在，在进行插入
             CrmCustomerDO existCustomer = customerMapper.selectByCustomerName(importCustomer.getName());
             if (existCustomer == null) {
-                // TODO @puhui999：可以搞个 initCustomer 方法；这样可以把 create 和导入复用下这个方法；
+                CrmCustomerDO customer = initCustomer(importCustomer, userId);
-                CrmCustomerDO customer = BeanUtils.toBean(importCustomer, CrmCustomerDO.class).setOwnerUserId(userId)
-                        .setLockStatus(false).setDealStatus(false).setContactLastTime(LocalDateTime.now());
                 customerMapper.insert(customer);
                 respVO.getCreateCustomerNames().add(importCustomer.getName());
                 // 创建数据权限
                 permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
                         .setBizId(customer.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel())); // 设置当前操作的人为负责人
+                // 记录操作日志
+                getSelf().importCustomerLog(customer, false);
                 return;
             }
             // 如果存在，判断是否允许更新
@@ -273,10 +271,25 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
             updateCustomer.setId(existCustomer.getId());
             customerMapper.updateById(updateCustomer);
             respVO.getUpdateCustomerNames().add(importCustomer.getName());
+            // 记录操作日志
+            getSelf().importCustomerLog(updateCustomer, true);
         });
         return respVO;
     }
 
+    private static CrmCustomerDO initCustomer(Object customer, Long userId) {
+        return BeanUtils.toBean(customer, CrmCustomerDO.class).setOwnerUserId(userId)
+                .setLockStatus(false).setDealStatus(false).setContactLastTime(LocalDateTime.now());
+    }
+
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_IMPORT_SUB_TYPE, bizNo = "{{#customer.id}}",
+            success = CRM_CUSTOMER_IMPORT_SUCCESS)
+    public void importCustomerLog(CrmCustomerDO customer, boolean isUpdate) {
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("customer", customer);
+        LogRecordContext.putVariable("isUpdate", isUpdate);
+    }
+
     private void validateCustomerForCreate(CrmCustomerImportExcelVO importCustomer) {
         // 校验客户名称不能为空
         if (StrUtil.isEmptyIfStr(importCustomer.getName())) {
@@ -367,15 +380,15 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         if (poolConfig == null || !poolConfig.getEnabled()) {
             return 0;
         }
-        // 1.1 获取没有锁定的不在公海的客户且没有成交的
+        // 1.1 获取没有锁定的不在公海的客户
-        List<CrmCustomerDO> notDealCustomerList = customerMapper.selectListByLockAndDealStatusAndNotPool(Boolean.FALSE, Boolean.FALSE);
+        List<CrmCustomerDO> customerList = customerMapper.selectListByLockAndNotPool(Boolean.FALSE);
-        // 1.2 获取没有锁定的不在公海的客户且成交的
-        // TODO @puhui999：下面也搞到 sql 里去哈；写 or 查询，问题不大的；
-        List<CrmCustomerDO> dealCustomerList = customerMapper.selectListByLockAndDealStatusAndNotPool(Boolean.FALSE, Boolean.TRUE);
         List<CrmCustomerDO> poolCustomerList = new ArrayList<>();
-        poolCustomerList.addAll(filterList(notDealCustomerList, customer ->
+        poolCustomerList.addAll(filterList(customerList, customer ->
-                (poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getCreateTime())) <= 0));
+                !customer.getDealStatus() && (poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getCreateTime())) <= 0));
-        poolCustomerList.addAll(filterList(dealCustomerList, customer -> {
+        poolCustomerList.addAll(filterList(customerList, customer -> {
+            if (!customer.getDealStatus()) { // 这里只处理成交的
+                return false;
+            }
             LocalDateTime lastTime = ObjUtil.defaultIfNull(customer.getContactLastTime(), customer.getCreateTime());
             return (poolConfig.getContactExpireDays() - LocalDateTimeUtils.between(lastTime)) <= 0;
         }));