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📖 CRM：线索的跟进逻辑

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This commit is contained in:
YunaiV 2024-02-19 22:47:28 +08:00
parent bac476c131
commit 69a974ef02
11 changed files with 109 additions and 163 deletions
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3
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
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@ -16,8 +16,7 @@ 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 CLUE_NOT_EXISTS_ANY = new ErrorCode(1_020_001_001, "线索【{}】不存在");
ErrorCode CLUE_TRANSFORM_FAIL_ALREADY = new ErrorCode(1_020_001_002, "线索【{}】已经转化过了，请勿重复转化");
ErrorCode CLUE_TRANSFORM_FAIL_ALREADY = new ErrorCode(1_020_001_001, "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");

26
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
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@ -8,19 +8,21 @@ package cn.iocoder.yudao.module.crm.enums;
*/
public interface LogRecordConstants {
// ======================= CRM_LEADS 线索 =======================
// ======================= CRM_CLUE 线索 =======================
String CRM_LEADS_TYPE = "CRM 线索";
String CRM_LEADS_CREATE_SUB_TYPE = "创建线索";
String CRM_LEADS_CREATE_SUCCESS = "创建了线索{{#clue.name}}";
String CRM_LEADS_UPDATE_SUB_TYPE = "更新线索";
String CRM_LEADS_UPDATE_SUCCESS = "更新了线索【{{#clueName}}】: {_DIFF{#updateReq}}";
String CRM_LEADS_DELETE_SUB_TYPE = "删除线索";
String CRM_LEADS_DELETE_SUCCESS = "删除了线索【{{#clueName}}】";
String CRM_LEADS_TRANSFER_SUB_TYPE = "转移线索";
String CRM_LEADS_TRANSFER_SUCCESS = "将线索【{{#clue.name}}】的负责人从【{getAdminUserById{#clue.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_LEADS_TRANSLATE_SUB_TYPE = "线索转化为客户";
String CRM_LEADS_TRANSLATE_SUCCESS = "将线索【{{#clue.name}}】转化为客户";
String CRM_CLUE_TYPE = "CRM 线索";
String CRM_CLUE_CREATE_SUB_TYPE = "创建线索";
String CRM_CLUE_CREATE_SUCCESS = "创建了线索{{#clue.name}}";
String CRM_CLUE_UPDATE_SUB_TYPE = "更新线索";
String CRM_CLUE_UPDATE_SUCCESS = "更新了线索【{{#clueName}}】: {_DIFF{#updateReq}}";
String CRM_CLUE_DELETE_SUB_TYPE = "删除线索";
String CRM_CLUE_DELETE_SUCCESS = "删除了线索【{{#clueName}}】";
String CRM_CLUE_TRANSFER_SUB_TYPE = "转移线索";
String CRM_CLUE_TRANSFER_SUCCESS = "将线索【{{#clue.name}}】的负责人从【{getAdminUserById{#clue.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CLUE_TRANSLATE_SUB_TYPE = "线索转化为客户";
String CRM_CLUE_TRANSLATE_SUCCESS = "将线索【{{#clueName}}】转化为客户";
String CRM_CLUE_FOLLOW_UP_SUB_TYPE = "线索跟进";
String CRM_CLUE_FOLLOW_UP_SUCCESS = "线索跟进【{{#clueName}}】";
// ======================= CRM_CUSTOMER 客户 =======================

2
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java
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@ -17,7 +17,7 @@ import java.util.Arrays;
@Getter
public enum CrmBizTypeEnum implements IntArrayValuable {
CRM_LEADS(1, "线索"),
CRM_CLUE(1, "线索"),
CRM_CUSTOMER(2, "客户"),
CRM_CONTACT(3, "联系人"),
CRM_BUSINESS(4, "商机"),

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
View File

@ -9,7 +9,10 @@ import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
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.service.clue.CrmClueService;
@ -36,7 +39,8 @@ 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.*;
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.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@ -151,18 +155,18 @@ public class CrmClueController {
@PutMapping("/transform")
@Operation(summary = "线索转化为客户")
@Parameter(name = "ids", description = "线索编号数组", required = true)
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> transformClue(@RequestParam("ids") List<Long> ids) {
clueService.transformClue(ids, getLoginUserId());
public CommonResult<Boolean> transformClue(@RequestParam("id") Long id) {
clueService.transformClue(id, getLoginUserId());
return success(Boolean.TRUE);
}
@GetMapping("/follow-leads-count")
@Operation(summary = "获得分配给我的线索数量")
@GetMapping("/follow-count")
@Operation(summary = "获得分配给我的、待跟进的线索数量")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<Long> getFollowLeadsCount() {
return success(clueService.getFollowLeadsCount(getLoginUserId()));
public CommonResult<Long> getFollowClueCount() {
return success(clueService.getFollowClueCount(getLoginUserId()));
}
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
View File

@ -41,7 +41,7 @@ public class CrmOperateLogController {
private static final Map<Integer, String> BIZ_TYPE_MAP = new HashMap<>();
static {
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_LEADS.getType(), CRM_LEADS_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CLUE.getType(), CRM_CLUE_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CUSTOMER.getType(), CRM_CUSTOMER_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTACT.getType(), CRM_CONTACT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_BUSINESS.getType(), CRM_BUSINESS_TYPE);

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/clue/CrmClueConvert.java
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@ -1,22 +0,0 @@
package cn.iocoder.yudao.module.crm.convert.clue;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
import org.mapstruct.Mapper;
import org.mapstruct.Mapping;
import org.mapstruct.factory.Mappers;
/**
* 线索 Convert
*
* @author Wanwan
*/
@Mapper
public interface CrmClueConvert {
CrmClueConvert INSTANCE = Mappers.getMapper(CrmClueConvert.class);
@Mapping(target = "bizId", source = "reqVO.id")
CrmPermissionTransferReqBO convert(CrmClueTransferReqVO reqVO, Long userId);
}

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

@ -8,7 +8,6 @@ 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;
import java.util.Collection;
@ -22,16 +21,10 @@ import java.util.List;
@Mapper
public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
default int updateOwnerUserIdById(Long id, Long ownerUserId) {
return update(new LambdaUpdateWrapper<CrmClueDO>()
.eq(CrmClueDO::getId, id)
.set(CrmClueDO::getOwnerUserId, ownerUserId));
}
default PageResult<CrmClueDO> selectPage(CrmCluePageReqVO pageReqVO, Long userId) {
MPJLambdaWrapperX<CrmClueDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_LEADS.getType(),
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CLUE.getType(),
CrmClueDO::getId, userId, pageReqVO.getSceneType(), pageReqVO.getPool());
// 拼接自身的查询条件
query.selectAll(CrmClueDO.class)
@ -50,16 +43,16 @@ public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
default List<CrmClueDO> selectBatchIds(Collection<Long> ids, Long userId) {
MPJLambdaWrapperX<CrmClueDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_LEADS.getType(), ids, userId);
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CLUE.getType(), ids, userId);
query.selectAll(CrmClueDO.class).in(CrmClueDO::getId, ids).orderByDesc(CrmClueDO::getId);
// 拼接自身的查询条件
return selectJoinList(CrmClueDO.class, query);
}
default Long selectFollowLeadsCount(Long userId) {
default Long selectCountByFollow(Long userId) {
MPJLambdaWrapperX<CrmClueDO> query = new MPJLambdaWrapperX<>();
// 我负责的 + 非公海
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_LEADS.getType(),
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CLUE.getType(),
CrmClueDO::getId, userId, CrmSceneTypeEnum.OWNER.getType(), Boolean.FALSE);
// 未跟进 + 未转化
query.eq(CrmClueDO::getFollowUpStatus, false)

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

@ -5,9 +5,9 @@ import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
import jakarta.validation.Valid;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
@ -36,9 +36,11 @@ public interface CrmClueService {
/**
* 更新线索相关的跟进信息
*
* @param clueUpdateFollowUpReqBO 信息
* @param id 编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateClueFollowUp(CrmUpdateFollowUpReqBO clueUpdateFollowUpReqBO);
void updateClueFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
/**
* 删除线索
@ -83,17 +85,17 @@ public interface CrmClueService {
/**
* 线索转化为客户
*
* @param ids 线索编号数组
* @param id 线索编号
* @param userId 用户编号
*/
void transformClue(List<Long> ids, Long userId);
void transformClue(Long id, Long userId);
/**
* 获得分配给我的线索数量
* 获得分配给我的、待跟进的线索数量
*
* @param userId 用户编号
* @return 提醒数量
* @return 数量
*/
Long getFollowLeadsCount(Long userId);
Long getFollowClueCount(Long userId);
}

154
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
View File

@ -3,15 +3,12 @@ package cn.iocoder.yudao.module.crm.service.clue;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.core.lang.Assert;
import cn.hutool.core.util.ObjectUtil;
import cn.hutool.extra.spring.SpringUtil;
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.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
import cn.iocoder.yudao.module.crm.convert.clue.CrmClueConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
@ -25,6 +22,7 @@ import cn.iocoder.yudao.module.crm.service.followup.bo.CrmFollowUpCreateReqBO;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
@ -37,12 +35,13 @@ import org.springframework.validation.annotation.Validated;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
import java.util.Map;
import java.util.Objects;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.singleton;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CLUE_NOT_EXISTS;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CLUE_TRANSFORM_FAIL_ALREADY;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
import static cn.iocoder.yudao.module.system.enums.ErrorCodeConstants.USER_NOT_EXISTS;
@ -60,18 +59,18 @@ public class CrmClueServiceImpl implements CrmClueService {
@Resource
private CrmCustomerService customerService;
@Resource
private CrmPermissionService crmPermissionService;
@Resource
private CrmFollowUpRecordService followUpRecordService;
@Resource
private AdminUserApi adminUserApi;
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_CREATE_SUB_TYPE, bizNo = "{{#clue.id}}",
success = CRM_LEADS_CREATE_SUCCESS)
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_CREATE_SUB_TYPE, bizNo = "{{#clue.id}}",
success = CRM_CLUE_CREATE_SUCCESS)
public Long createClue(CrmClueSaveReqVO createReqVO) {
// 1.1 校验关联数据
validateRelationDataExists(createReqVO);
@ -84,7 +83,7 @@ public class CrmClueServiceImpl implements CrmClueService {
clueMapper.insert(clue);
// 3. 创建数据权限
CrmPermissionCreateReqBO createReqBO = new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_LEADS.getType())
CrmPermissionCreateReqBO createReqBO = new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CLUE.getType())
.setBizId(clue.getId()).setUserId(clue.getOwnerUserId()).setLevel(CrmPermissionLevelEnum.OWNER.getLevel());
crmPermissionService.createPermission(createReqBO);
@ -95,9 +94,9 @@ public class CrmClueServiceImpl implements CrmClueService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
success = CRM_LEADS_UPDATE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#updateReq.id", level = CrmPermissionLevelEnum.OWNER)
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
success = CRM_CLUE_UPDATE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#updateReq.id", level = CrmPermissionLevelEnum.OWNER)
public void updateClue(CrmClueSaveReqVO updateReq) {
Assert.notNull(updateReq.getId(), "线索编号不能为空");
// 1.1 校验线索是否存在
@ -114,15 +113,25 @@ public class CrmClueServiceImpl implements CrmClueService {
LogRecordContext.putVariable("clueName", oldClue.getName());
}
private void validateRelationDataExists(CrmClueSaveReqVO reqVO) {
// 校验负责人
if (Objects.nonNull(reqVO.getOwnerUserId()) &&
Objects.isNull(adminUserApi.getUser(reqVO.getOwnerUserId()))) {
throw exception(USER_NOT_EXISTS);
}
}
@Override
@LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_UPDATE_SUB_TYPE, bizNo = "{{#updateReq.bizId}",
success = CRM_LEADS_UPDATE_SUCCESS)
public void updateClueFollowUp(CrmUpdateFollowUpReqBO updateReq) {
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_FOLLOW_UP_SUB_TYPE, bizNo = "{{#id}",
success = CRM_CLUE_FOLLOW_UP_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#id", level = CrmPermissionLevelEnum.WRITE)
public void updateClueFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent) {
// 校验线索是否存在
CrmClueDO oldClue = validateClueExists(updateReq.getBizId());
CrmClueDO oldClue = validateClueExists(id);
// 更新
clueMapper.updateById(BeanUtils.toBean(updateReq, CrmClueDO.class).setId(updateReq.getBizId()));
clueMapper.updateById(new CrmClueDO().setId(id).setFollowUpStatus(true).setContactNextTime(contactNextTime)
.setContactLastTime(LocalDateTime.now()).setContactLastContent(contactLastContent));
// 3. 记录操作日志上下文
LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldClue, CrmUpdateFollowUpReqBO.class));
@ -131,9 +140,9 @@ public class CrmClueServiceImpl implements CrmClueService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_DELETE_SUB_TYPE, bizNo = "{{#id}}",
success = CRM_LEADS_DELETE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_DELETE_SUB_TYPE, bizNo = "{{#id}}",
success = CRM_CLUE_DELETE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
public void deleteClue(Long id) {
// 1. 校验存在
CrmClueDO clue = validateClueExists(id);
@ -142,28 +151,29 @@ public class CrmClueServiceImpl implements CrmClueService {
clueMapper.deleteById(id);
// 3. 删除数据权限
crmPermissionService.deletePermission(CrmBizTypeEnum.CRM_LEADS.getType(), id);
crmPermissionService.deletePermission(CrmBizTypeEnum.CRM_CLUE.getType(), id);
// 4. 删除跟进
followUpRecordService.deleteFollowUpRecordByBiz(CrmBizTypeEnum.CRM_LEADS.getType(), id);
followUpRecordService.deleteFollowUpRecordByBiz(CrmBizTypeEnum.CRM_CLUE.getType(), id);
// 记录操作日志上下文
// 5. 记录操作日志上下文
LogRecordContext.putVariable("clueName", clue.getName());
}
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
success = CRM_LEADS_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
success = CRM_CLUE_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
public void transferClue(CrmClueTransferReqVO reqVO, Long userId) {
// 1 校验线索是否存在
CrmClueDO clue = 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(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CLUE.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置新的负责人
clueMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
clueMapper.updateById(new CrmClueDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
// 3. 记录转移日志
LogRecordContext.putVariable("clue", clue);
@ -171,69 +181,32 @@ public class CrmClueServiceImpl implements CrmClueService {
@Override
@Transactional(rollbackFor = Exception.class)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#ids", level = CrmPermissionLevelEnum.OWNER)
public void transformClue(List<Long> ids, Long userId) {
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_TRANSLATE_SUB_TYPE, bizNo = "{{#id}}",
success = CRM_CLUE_TRANSLATE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
public void transformClue(Long id, Long userId) {
// 1.1 校验线索都存在
List<CrmClueDO> clues = getClueList(ids, userId);
if (CollUtil.isEmpty(clues) || ObjectUtil.notEqual(clues.size(), ids.size())) {
ids.removeAll(convertSet(clues, CrmClueDO::getId));
throw exception(CLUE_NOT_EXISTS_ANY, ids);
}
// 1.2 存在已经转化的，直接提示哈。避免操作的用户，以为都转化成功了
List<CrmClueDO> translatedClues = filterList(clues,
clue -> ObjectUtil.equal(Boolean.TRUE, clue.getTransformStatus()));
if (CollUtil.isNotEmpty(translatedClues)) {
throw exception(CLUE_TRANSFORM_FAIL_ALREADY, convertSet(translatedClues, CrmClueDO::getId));
CrmClueDO clue = validateClueExists(id);
// 1.2 存在已经转化的
if (clue.getTransformStatus()) {
throw exception(CLUE_TRANSFORM_FAIL_ALREADY);
}
// 2.1 遍历线索(未转化的线索)，创建对应的客户
clues.forEach(clue -> {
Long customerId = customerService.createCustomer(BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class), userId);
clue.setCustomerId(customerId);
});
Long customerId = customerService.createCustomer(BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class), userId);
// 2.2 更新线索
clueMapper.updateBatch(convertList(clues, clue -> new CrmClueDO().setId(clue.getId())
.setTransformStatus(Boolean.TRUE).setCustomerId(clue.getCustomerId())));
clueMapper.updateById(new CrmClueDO().setId(id).setTransformStatus(Boolean.TRUE).setCustomerId(customerId));
// 2.3 复制跟进记录
copyFollowUpRecords(clues);
// 3. 记录操作日志
for (CrmClueDO clue : clues) {
getSelf().translateCustomerLog(clue);
}
}
/**
* 线索被转换客户后，需要将线索的跟进记录，复制到客户上
*
* @param clues 被转化的线索
*/
private void copyFollowUpRecords(List<CrmClueDO> clues) {
List<CrmFollowUpRecordDO> followUpRecords = followUpRecordService.getFollowUpRecordByBiz(
CrmBizTypeEnum.CRM_LEADS.getType(), convertSet(clues, CrmClueDO::getId));
if (CollUtil.isEmpty(followUpRecords)) {
return;
CrmBizTypeEnum.CRM_CLUE.getType(), singleton(clue.getId()));
if (CollUtil.isNotEmpty(followUpRecords)) {
followUpRecordService.createFollowUpRecordBatch(convertList(followUpRecords, record ->
BeanUtils.toBean(record, CrmFollowUpCreateReqBO.class)
.setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()).setBizId(customerId)));
}
// 创建跟进
Map<Long, CrmClueDO> clueMap = convertMap(clues, CrmClueDO::getId);
followUpRecordService.createFollowUpRecordBatch(convertList(followUpRecords, followUpRecord ->
BeanUtils.toBean(followUpRecord, CrmFollowUpCreateReqBO.class).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
.setBizId(clueMap.get(followUpRecord.getBizId()).getCustomerId())));
}
@LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_TRANSLATE_SUB_TYPE, bizNo = "{{#clue.id}}",
success = CRM_LEADS_TRANSLATE_SUCCESS)
public void translateCustomerLog(CrmClueDO clue) {
// 记录操作日志上下文
LogRecordContext.putVariable("clue", clue);
}
private void validateRelationDataExists(CrmClueSaveReqVO reqVO) {
// 校验负责人
if (Objects.nonNull(reqVO.getOwnerUserId()) &&
Objects.isNull(adminUserApi.getUser(reqVO.getOwnerUserId()))) {
throw exception(USER_NOT_EXISTS);
}
// 3. 记录操作日志上下文
LogRecordContext.putVariable("clueName", clue.getName());
}
private CrmClueDO validateClueExists(Long id) {
@ -245,7 +218,7 @@ public class CrmClueServiceImpl implements CrmClueService {
}
@Override
@CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.READ)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#id", level = CrmPermissionLevelEnum.READ)
public CrmClueDO getClue(Long id) {
return clueMapper.selectById(id);
}
@ -263,18 +236,9 @@ public class CrmClueServiceImpl implements CrmClueService {
return clueMapper.selectPage(pageReqVO, userId);
}
/**
* 获得自身的代理对象，解决 AOP 生效问题
*
* @return 自己
*/
private CrmClueServiceImpl getSelf() {
return SpringUtil.getBean(getClass());
}
@Override
public Long getFollowLeadsCount(Long userId) {
return clueMapper.selectFollowLeadsCount(userId);
public Long getFollowClueCount(Long userId) {
return clueMapper.selectCountByFollow(userId);
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
View File

@ -79,8 +79,8 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_BUSINESS.getType(), followUpRecord.getBizType())) { // 更新商机跟进信息
businessService.updateBusinessFollowUpBatch(Collections.singletonList(updateFollowUpReqBO));
}
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_LEADS.getType(), followUpRecord.getBizType())) { // 更新线索跟进信息
clueService.updateClueFollowUp(updateFollowUpReqBO);
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_CLUE.getType(), followUpRecord.getBizType())) { // 更新线索跟进信息
clueService.updateClueFollowUp(followUpRecord.getId(), followUpRecord.getNextTime(), followUpRecord.getContent());
}
if (ObjUtil.notEqual(CrmBizTypeEnum.CRM_CONTACT.getType(), followUpRecord.getBizType())) { // 更新联系人跟进信息
contactService.updateContactFollowUpBatch(Collections.singletonList(updateFollowUpReqBO));

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/bo/CrmPermissionTransferReqBO.java
View File

@ -3,9 +3,11 @@ package cn.iocoder.yudao.module.crm.service.permission.bo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import lombok.AllArgsConstructor;
import lombok.Data;
import jakarta.validation.constraints.NotNull;
import lombok.NoArgsConstructor;
/**
* 数据权限转移 Request BO
@ -13,6 +15,8 @@ import jakarta.validation.constraints.NotNull;
* @author HUIHUI
*/
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmPermissionTransferReqBO {
/**