CRM: 完善回款

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

@@ -221,4 +221,13 @@ public class CrmContractController {
         return success(contractService.getEndContractCount(getLoginUserId()));
     }
 
+    @GetMapping("/list-all-simple-by-customer")
+    @Operation(summary = "获得合同精简列表", description = "只包含有读权限的客户的合同，主要用于前端的下拉选项")
+    @Parameter(name = "customerId", description = "客户编号", required = true)
+    @PreAuthorize("@ss.hasPermission('crm:contract:query')")
+    public CommonResult<List<CrmContractRespVO>> getListAllSimpleByCustomer(@RequestParam("customerId") Long customerId) {
+        PageResult<CrmContractDO> result = contractService.getContractPageByCustomerId(new CrmContractPageReqVO().setCustomerId(customerId));
+        return success(BeanUtils.toBean(result.getList(), CrmContractRespVO.class));
+    }
+
 }

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

@@ -153,7 +153,7 @@ public class CrmReceivableController {
 
     @PutMapping("/submit")
     @Operation(summary = "提交回款审批")
-    @PreAuthorize("@ss.hasPermission('crm:receivable:submit')")
+    @PreAuthorize("@ss.hasPermission('crm:receivable:update')")
     public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
         receivableService.submitReceivable(id, getLoginUserId());
         return success(true);

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

@@ -24,6 +24,7 @@ import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.Parameter;
+import io.swagger.v3.oas.annotations.Parameters;
 import io.swagger.v3.oas.annotations.tags.Tag;
 import jakarta.annotation.Resource;
 import jakarta.servlet.http.HttpServletResponse;
@@ -159,4 +160,18 @@ public class CrmReceivablePlanController {
         return success(receivablePlanService.getRemindReceivablePlanCount(getLoginUserId()));
     }
 
+    @GetMapping("/list-all-simple-by-customer")
+    @Operation(summary = "获得回款计划精简列表", description = "获得回款计划精简列表，主要用于前端的下拉选项")
+    @Parameters({
+            @Parameter(name = "customerId", description = "客户编号", required = true),
+            @Parameter(name = "contractId", description = "合同编号", required = true)
+    })
+    @PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
+    public CommonResult<List<CrmReceivablePlanRespVO>> getListAllSimpleByCustomer(@RequestParam("customerId") Long customerId,
+                                                                                  @RequestParam("contractId") Long contractId) {
+        PageResult<CrmReceivablePlanDO> result = receivablePlanService.getReceivablePlanPageByCustomerId(
+                new CrmReceivablePlanPageReqVO().setCustomerId(customerId).setContractId(contractId));
+        return success(BeanUtils.toBean(result.getList(), CrmReceivablePlanRespVO.class));
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanPageReqVO.java

@@ -30,8 +30,10 @@ public class CrmReceivablePlanPageReqVO extends PageParam {
     @Schema(description = "客户编号", example = "18026")
     private Long customerId;
 
-    // TODO @芋艿：这个搜的应该是合同编号 no
+    @Schema(description = "合同编号", example = "H3473")
-    @Schema(description = "合同名称", example = "3473")
+    private String contractNo;
+
+    @Schema(description = "合同编号", example = "3473")
     private Long contractId;
 
     @Schema(description = "场景类型", example = "1")

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanSaveReqVO.java

@@ -37,6 +37,10 @@ public class CrmReceivablePlanSaveReqVO {
     @NotNull(message = "计划回款金额不能为空")
     private BigDecimal price;
 
+    @Schema(description = "提醒日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
+    @NotNull(message = "提醒日期不能为空")
+    private LocalDateTime remindTime;
+
     @Schema(description = "提前几天提醒", example = "1")
     private Integer remindDays;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableRespVO.java

@@ -38,9 +38,6 @@ public class CrmReceivableRespVO {
     @Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
     private Long ownerUserId;
 
-    @Schema(description = "显示顺序")
-    private Integer sort;
-
     @Schema(description = "备注", example = "备注")
     private String remark;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableSaveReqVO.java

@@ -46,9 +46,6 @@ public class CrmReceivableSaveReqVO {
     @NotNull(message = "负责人编号不能为空")
     private Long ownerUserId;
 
-    @Schema(description = "显示顺序")
-    private Integer sort;
-
     @Schema(description = "备注", example = "备注")
     private String remark;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/receivable/CrmReceivableDO.java

@@ -67,10 +67,6 @@ public class CrmReceivableDO extends BaseDO {
      * 计划回款金额，单位：元
      */
     private BigDecimal price;
-    /**
-     * 显示顺序
-     */
-    private Integer sort;
     /**
      * 备注
      */

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

@@ -3,9 +3,9 @@ package cn.iocoder.yudao.module.crm.dal.mysql.receivable;
 import cn.hutool.core.date.LocalDateTimeUtil;
 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.receivable.vo.plan.CrmReceivablePlanPageReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 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;
@@ -15,6 +15,7 @@ import org.apache.ibatis.annotations.Mapper;
 import java.time.LocalDateTime;
 import java.util.Collection;
 import java.util.List;
+import java.util.Objects;
 
 /**
  * 回款计划 Mapper
@@ -25,10 +26,15 @@ import java.util.List;
 public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO> {
 
     default PageResult<CrmReceivablePlanDO> selectPageByCustomerId(CrmReceivablePlanPageReqVO reqVO) {
-        return selectPage(reqVO, new LambdaQueryWrapperX<CrmReceivablePlanDO>()
+        MPJLambdaWrapperX<CrmReceivablePlanDO> query = new MPJLambdaWrapperX<>();
-                .eq(CrmReceivablePlanDO::getCustomerId, reqVO.getCustomerId()) // 必须传递
+        if (Objects.nonNull(reqVO.getContractNo())) { // 根据合同编号检索
+            query.innerJoin(CrmContractDO.class, on -> on.like(CrmContractDO::getNo, reqVO.getContractNo())
+                    .eq(CrmContractDO::getId, CrmReceivablePlanDO::getContractId));
+        }
+        query.eq(CrmReceivablePlanDO::getCustomerId, reqVO.getCustomerId()) // 必须传递
                 .eqIfPresent(CrmReceivablePlanDO::getContractId, reqVO.getContractId())
-                .orderByDesc(CrmReceivablePlanDO::getId));
+                .orderByDesc(CrmReceivablePlanDO::getPeriod);
+        return selectJoinPage(reqVO, CrmReceivablePlanDO.class, query);
     }
 
     default PageResult<CrmReceivablePlanDO> selectPage(CrmReceivablePlanPageReqVO pageReqVO, Long userId) {
@@ -40,7 +46,12 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
         query.selectAll(CrmReceivablePlanDO.class)
                 .eqIfPresent(CrmReceivablePlanDO::getCustomerId, pageReqVO.getCustomerId())
                 .eqIfPresent(CrmReceivablePlanDO::getContractId, pageReqVO.getContractId())
-                .orderByDesc(CrmReceivablePlanDO::getId);
+                .orderByDesc(CrmReceivablePlanDO::getPeriod);
+
+        if (Objects.nonNull(pageReqVO.getContractNo())) { // 根据合同编号检索
+            query.innerJoin(CrmContractDO.class, on -> on.like(CrmContractDO::getNo, pageReqVO.getContractNo())
+                    .eq(CrmContractDO::getId, CrmReceivablePlanDO::getContractId));
+        }
 
         // Backlog: 回款提醒类型
         // TODO: @dhb52 需要配置 提前提醒天数
@@ -55,7 +66,8 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
                     .lt(CrmReceivablePlanDO::getReturnTime, endOfToday);
         } else if (CrmReceivablePlanPageReqVO.REMIND_TYPE_RECEIVED.equals(pageReqVO.getRemindType())) { // 已回款
             query.isNotNull(CrmReceivablePlanDO::getReceivableId)
-                    .between(CrmReceivablePlanDO::getReturnTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));;
+                    .between(CrmReceivablePlanDO::getReturnTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));
+            ;
         }
 
         return selectJoinPage(pageReqVO, CrmReceivablePlanDO.class, query);