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✨ CRM：完善回款 plan 新增/修改

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This commit is contained in:
YunaiV 2024-02-25 16:09:16 +08:00
parent ba47402a7f
commit 91c179029f
9 changed files with 83 additions and 49 deletions
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2
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
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@ -41,7 +41,7 @@ public interface ErrorCodeConstants {
// ========== 回款计划 1-020-005-000 ==========
ErrorCode RECEIVABLE_PLAN_NOT_EXISTS = new ErrorCode(1_020_005_000, "回款计划不存在");
ErrorCode RECEIVABLE_PLAN_UPDATE_FAIL = new ErrorCode(1_020_006_000, "更想回款计划失败，原因：{}");
ErrorCode RECEIVABLE_PLAN_UPDATE_FAIL = new ErrorCode(1_020_006_000, "更想回款计划失败，原因：已经有对应的还款");
// ========== 客户管理 1_020_006_000 ==========
ErrorCode CUSTOMER_NOT_EXISTS = new ErrorCode(1_020_006_000, "客户不存在");

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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@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.contract;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
@ -229,14 +230,16 @@ public class CrmContractController {
return success(contractService.getRemindContractCount(getLoginUserId()));
}
// TODO @芋艿：需要看下；
@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")
@GetMapping("/simple-list")
@Operation(summary = "获得合同精简列表", description = "只包含的合同，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));
public CommonResult<List<CrmContractRespVO>> getContractSimpleList(@RequestParam("customerId") Long customerId) {
CrmContractPageReqVO pageReqVO = new CrmContractPageReqVO().setCustomerId(customerId);
pageReqVO.setPageSize(PageParam.PAGE_SIZE_NONE); // 不分页
PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomerId(pageReqVO);
return success(convertList(pageResult.getList(), contract -> new CrmContractRespVO() // 只返回 id、name 等精简字段
.setId(contract.getId()).setName(contract.getName())));
}
}

12
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java
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@ -41,8 +41,7 @@ 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.convertListByFlatMap;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@ -95,7 +94,14 @@ public class CrmReceivablePlanController {
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<CrmReceivablePlanRespVO> getReceivablePlan(@RequestParam("id") Long id) {
CrmReceivablePlanDO receivablePlan = receivablePlanService.getReceivablePlan(id);
return success(BeanUtils.toBean(receivablePlan, CrmReceivablePlanRespVO.class));
return success(buildReceivablePlanDetail(receivablePlan));
}
private CrmReceivablePlanRespVO buildReceivablePlanDetail(CrmReceivablePlanDO receivablePlan) {
if (receivablePlan == null) {
return null;
}
return buildReceivableDetailList(Collections.singletonList(receivablePlan)).get(0);
}
@GetMapping("/page")

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanSaveReqVO.java
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@ -14,9 +14,8 @@ public class CrmReceivablePlanSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long id;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "客户编号不能为空")
private Long customerId;
@Schema(description = "客户编号", hidden = true, example = "2")
private Long customerId; // 该字段不通过前端传递，而是 contractId 查询出来设置进去
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "合同编号不能为空")
@ -37,10 +36,6 @@ 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;

10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivablePlanMapper.java
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@ -25,6 +25,13 @@ import java.util.Objects;
@Mapper
public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO> {
default CrmReceivablePlanDO selectMaxPeriodByContractId(Long contractId) {
return selectOne(new MPJLambdaWrapperX<CrmReceivablePlanDO>()
.eq(CrmReceivablePlanDO::getContractId, contractId)
.orderByDesc(CrmReceivablePlanDO::getPeriod)
.last("LIMIT 1"));
}
default PageResult<CrmReceivablePlanDO> selectPageByCustomerId(CrmReceivablePlanPageReqVO reqVO) {
MPJLambdaWrapperX<CrmReceivablePlanDO> query = new MPJLambdaWrapperX<>();
if (Objects.nonNull(reqVO.getContractNo())) { // 根据合同编号检索
@ -90,6 +97,9 @@ public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
query.isNull(CrmReceivablePlanDO::getReceivableId)
.between(CrmReceivablePlanDO::getReturnTime, beginOfToday, endOfToday.plusDays(REMIND_DAYS));
// TODO return_time 小于现在；
// TODO 未还款
// TODO remind_time 大于现在；
return selectCount(query);
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java
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@ -88,6 +88,14 @@ public interface CrmContractService {
*/
CrmContractDO getContract(Long id);
/**
* 校验合同是否合法
*
* @param id 编号
* @return 合同
*/
CrmContractDO validateContract(Long id);
/**
* 获得合同列表
*

5
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
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@ -323,6 +323,11 @@ public class CrmContractServiceImpl implements CrmContractService {
return contractMapper.selectById(id);
}
@Override
public CrmContractDO validateContract(Long id) {
return validateContractExists(id);
}
@Override
public List<CrmContractDO> getContractList(Collection<Long> ids) {
if (CollUtil.isEmpty(ids)) {

70
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivablePlanServiceImpl.java
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@ -2,20 +2,17 @@ package cn.iocoder.yudao.module.crm.service.receivable;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.core.util.ObjectUtil;
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.receivable.vo.plan.CrmReceivablePlanPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
import cn.iocoder.yudao.module.crm.dal.mysql.receivable.CrmReceivablePlanMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
@ -33,7 +30,8 @@ import java.util.List;
import java.util.Objects;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.RECEIVABLE_PLAN_NOT_EXISTS;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.RECEIVABLE_PLAN_UPDATE_FAIL;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
/**
@ -54,8 +52,6 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
@Resource
private CrmContractService contractService;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmPermissionService permissionService;
@Resource
@ -66,15 +62,16 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
@LogRecord(type = CRM_RECEIVABLE_PLAN_TYPE, subType = CRM_RECEIVABLE_PLAN_CREATE_SUB_TYPE, bizNo = "{{#receivablePlan.id}}",
success = CRM_RECEIVABLE_PLAN_CREATE_SUCCESS)
public Long createReceivablePlan(CrmReceivablePlanSaveReqVO createReqVO) {
// 1.1 校验关联数据是否存在
// 1. 校验关联数据是否存在
validateRelationDataExists(createReqVO);
// 1.2 查验关联合同回款数量
Long count = receivableService.getReceivableCountByContractId(createReqVO.getContractId());
int period = (int) (count + 1);
// 2. 插入还款计划
CrmReceivablePlanDO receivablePlan = BeanUtils.toBean(createReqVO, CrmReceivablePlanDO.class)
.setPeriod(period).setFinishStatus(false);
CrmReceivablePlanDO maxPeriodReceivablePlan = receivablePlanMapper.selectMaxPeriodByContractId(createReqVO.getContractId());
int period = maxPeriodReceivablePlan == null ? 1 : maxPeriodReceivablePlan.getPeriod() + 1;
CrmReceivablePlanDO receivablePlan = BeanUtils.toBean(createReqVO, CrmReceivablePlanDO.class).setPeriod(period);
if (createReqVO.getReturnTime() != null && createReqVO.getRemindDays() != null) {
receivablePlan.setRemindTime(createReqVO.getReturnTime().minusDays(createReqVO.getRemindDays()));
}
receivablePlanMapper.insert(receivablePlan);
// 3. 创建数据权限
@ -93,15 +90,21 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
success = CRM_RECEIVABLE_PLAN_UPDATE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_RECEIVABLE_PLAN, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
public void updateReceivablePlan(CrmReceivablePlanSaveReqVO updateReqVO) {
// 1. 校验存在
updateReqVO.setOwnerUserId(null).setCustomerId(null).setContractId(null); // 防止修改这些字段
// 1.1 校验存在
validateRelationDataExists(updateReqVO);
// 1.2 校验关联数据是否存在
CrmReceivablePlanDO oldReceivablePlan = validateReceivablePlanExists(updateReqVO.getId());
if (Objects.nonNull(oldReceivablePlan.getReceivableId())) { // 如果已经有对应的还款，则不允许编辑；
throw exception(RECEIVABLE_PLAN_UPDATE_FAIL, "已经有对应的还款");
// 1.3 如果已经有对应的还款，则不允许编辑
if (Objects.nonNull(oldReceivablePlan.getReceivableId())) {
throw exception(RECEIVABLE_PLAN_UPDATE_FAIL);
}
// 2. 更新
// 2. 更新还款计划
CrmReceivablePlanDO updateObj = BeanUtils.toBean(updateReqVO, CrmReceivablePlanDO.class);
if (updateReqVO.getReturnTime() != null && updateReqVO.getRemindDays() != null) {
updateObj.setRemindTime(updateReqVO.getReturnTime().minusDays(updateReqVO.getRemindDays()));
}
receivablePlanMapper.updateById(updateObj);
// 3. 记录操作日志上下文
@ -109,6 +112,19 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
LogRecordContext.putVariable("receivablePlan", oldReceivablePlan);
}
private void validateRelationDataExists(CrmReceivablePlanSaveReqVO reqVO) {
// 校验负责人存在
if (reqVO.getOwnerUserId() != null) {
adminUserApi.validateUser(reqVO.getOwnerUserId());
}
// 校验合同存在
if (reqVO.getContractId() != null) {
CrmContractDO contract = contractService.getContract(reqVO.getContractId());
reqVO.setCustomerId(contract.getCustomerId());
}
}
// TODO @芋艿：优化下这个方法的命名
@Override
public void updateReceivableId(Long id, Long receivableId) {
// 校验存在
@ -117,31 +133,21 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
receivablePlanMapper.updateById(new CrmReceivablePlanDO().setReceivableId(receivableId).setFinishStatus(true));
}
private void validateRelationDataExists(CrmReceivablePlanSaveReqVO reqVO) {
adminUserApi.validateUser(reqVO.getOwnerUserId()); // 校验负责人存在
CrmContractDO contract = contractService.getContract(reqVO.getContractId());
if (ObjectUtil.isNull(contract)) { // 合同不存在
throw exception(CONTRACT_NOT_EXISTS);
}
CrmCustomerDO customer = customerService.getCustomer(reqVO.getCustomerId());
if (ObjectUtil.isNull(customer)) { // 客户不存在
throw exception(CUSTOMER_NOT_EXISTS);
}
}
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_RECEIVABLE_PLAN_TYPE, subType = CRM_RECEIVABLE_PLAN_DELETE_SUB_TYPE, bizNo = "{{#id}}",
success = CRM_RECEIVABLE_PLAN_DELETE_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_RECEIVABLE_PLAN, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
public void deleteReceivablePlan(Long id) {
// 校验存在
// 1. 校验存在
CrmReceivablePlanDO receivablePlan = validateReceivablePlanExists(id);
// 删除
// 2. 删除
receivablePlanMapper.deleteById(id);
// 删除数据权限
// 3. 删除数据权限
permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), id);
// 记录操作日志上下文
// 4. 记录操作日志上下文
LogRecordContext.putVariable("receivablePlan", receivablePlan);
}

1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableServiceImpl.java
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@ -245,6 +245,7 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
return receivableMapper.selectCheckReceivablesCount(userId);
}
// TODO @芋艿：不确定这个方法还要不要；
@Override
public Long getReceivableCountByContractId(Long contractId) {
return receivableMapper.selectCount(CrmReceivableDO::getContractId, contractId);