CRM-线索：完善操作日志

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

@@ -14,9 +14,13 @@ public interface LogRecordConstants {
     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{#updateReqVO}}";
+    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";
 
     // ======================= CRM_CUSTOMER 客户 =======================
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
 
 import cn.iocoder.yudao.framework.common.validation.Mobile;
 import cn.iocoder.yudao.framework.common.validation.Telephone;
+import com.mzt.logapi.starter.annotation.DiffLogField;
 import io.swagger.v3.oas.annotations.media.Schema;
 import jakarta.validation.constraints.NotEmpty;
 import lombok.Data;
@@ -19,32 +20,39 @@ public class CrmClueSaveReqVO {
     private Long id;
 
     @Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
+    @DiffLogField(name = "线索名称")
     @NotEmpty(message = "线索名称不能为空")
     private String name;
 
     @Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
+    @DiffLogField(name = "下次联系时间")
     @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
     private LocalDateTime contactNextTime;
 
     @Schema(description = "电话", example = "18000000000")
+    @DiffLogField(name = "电话")
     @Telephone
     private String telephone;
 
     @Schema(description = "手机号", example = "18000000000")
+    @DiffLogField(name = "手机号")
     @Mobile
     private String mobile;
 
     @Schema(description = "地址", example = "北京市海淀区")
+    @DiffLogField(name = "地址")
     private String address;
 
     @Schema(description = "最后跟进时间")
     @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    @DiffLogField(name = "最后跟进时间")
     private LocalDateTime contactLastTime;
 
     @Schema(description = "负责人编号", example = "2048")
     private Long ownerUserId;
 
     @Schema(description = "备注", example = "随便")
+    @DiffLogField(name = "备注")
     private String remark;
 
 }

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

@@ -5,6 +5,7 @@ import cn.hutool.core.collection.ListUtil;
 import cn.hutool.core.lang.Assert;
 import cn.hutool.core.util.ObjUtil;
 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;
@@ -76,7 +77,7 @@ public class CrmClueServiceImpl implements CrmClueService {
         validateRelationDataExists(createReqVO);
 
         // 2. 插入
-        CrmClueDO clue = BeanUtils.toBean(createReqVO, CrmClueDO.class);
+        CrmClueDO clue = BeanUtils.toBean(createReqVO, CrmClueDO.class).setId(null);
         if (ObjUtil.isNull(createReqVO.getOwnerUserId())) {
             clue.setOwnerUserId(userId); // 如果没有设置负责人那么默认操作人为负责人
         } else {
@@ -99,16 +100,16 @@ public class CrmClueServiceImpl implements CrmClueService {
     @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 = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#updateReq.id", level = CrmPermissionLevelEnum.OWNER)
-    public void updateClue(CrmClueSaveReqVO updateReqVO) {
+    public void updateClue(CrmClueSaveReqVO updateReq) {
-        Assert.notNull(updateReqVO.getId(), "线索编号不能为空");
+        Assert.notNull(updateReq.getId(), "线索编号不能为空");
         // 1. 校验线索是否存在
-        CrmClueDO oldClue = validateClueExists(updateReqVO.getId());
+        CrmClueDO oldClue = validateClueExists(updateReq.getId());
         // 2. 校验关联数据
-        validateRelationDataExists(updateReqVO);
+        validateRelationDataExists(updateReq);
 
         // 3. 更新
-        CrmClueDO updateObj = BeanUtils.toBean(updateReqVO, CrmClueDO.class);
+        CrmClueDO updateObj = BeanUtils.toBean(updateReq, CrmClueDO.class);
         clueMapper.updateById(updateObj);
 
         // 3. 记录操作日志上下文
@@ -117,8 +118,19 @@ public class CrmClueServiceImpl implements CrmClueService {
     }
 
     @Override
-    public void updateClueFollowUp(CrmUpdateFollowUpReqBO clueUpdateFollowUpReqBO) {
+    @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_UPDATE_SUB_TYPE, bizNo = "{{#updateReq.bizId}",
-        clueMapper.updateById(BeanUtils.toBean(clueUpdateFollowUpReqBO, CrmClueDO.class).setId(clueUpdateFollowUpReqBO.getBizId()));
+            success = CRM_LEADS_UPDATE_SUCCESS)
+    public void updateClueFollowUp(CrmUpdateFollowUpReqBO updateReq) {
+        // 校验线索是否存在
+        CrmClueDO oldClue = validateClueExists(updateReq.getBizId());
+
+        // 更新
+        clueMapper.updateById(BeanUtils.toBean(updateReq, CrmClueDO.class).setId(updateReq.getBizId()));
+
+        // 3. 记录操作日志上下文
+        LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldClue, CrmUpdateFollowUpReqBO.class));
+        LogRecordContext.putVariable("clueName", oldClue.getName());
+
     }
 
     @Override
@@ -143,48 +155,28 @@ public class CrmClueServiceImpl implements CrmClueService {
         LogRecordContext.putVariable("clueName", clue.getName());
     }
 
-    private CrmClueDO validateClueExists(Long id) {
-        CrmClueDO crmClueDO = clueMapper.selectById(id);
-        if (crmClueDO == null) {
-            throw exception(CLUE_NOT_EXISTS);
-        }
-        return crmClueDO;
-    }
-
-    @Override
-    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.READ)
-    public CrmClueDO getClue(Long id) {
-        return clueMapper.selectById(id);
-    }
-
-    @Override
-    public List<CrmClueDO> getClueList(Collection<Long> ids, Long userId) {
-        if (CollUtil.isEmpty(ids)) {
-            return ListUtil.empty();
-        }
-        return clueMapper.selectBatchIds(ids, userId);
-    }
-
-    @Override
-    public PageResult<CrmClueDO> getCluePage(CrmCluePageReqVO pageReqVO, Long userId) {
-        return clueMapper.selectPage(pageReqVO, userId);
-    }
 
     @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 = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void transferClue(CrmClueTransferReqVO reqVO, Long userId) {
         // 1 校验线索是否存在
-        validateClueExists(reqVO.getId());
+        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()));
         // 2.2 设置新的负责人
         clueMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
 
-        // 3. TODO 记录转移日志
+        // 3. 记录转移日志
+        LogRecordContext.putVariable("clue", clue);
     }
 
     @Override
     @Transactional(rollbackFor = Exception.class)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void translateCustomer(CrmClueTransformReqVO reqVO, Long userId) {
         // 1.1 校验线索都存在
         Set<Long> clueIds = reqVO.getIds();
@@ -214,6 +206,11 @@ public class CrmClueServiceImpl implements CrmClueService {
         }));
         // 2.3 复制跟进
         updateFollowUpRecords(clueCustomerIdMap);
+
+        // 3. 记录操作日志
+        for (CrmClueDO clue : translateClues) {
+            getSelf().receiveClueLog(clue);
+        }
     }
 
     private void updateFollowUpRecords(Map<Long, Long> clueCustomerIdMap) {
@@ -229,6 +226,13 @@ public class CrmClueServiceImpl implements CrmClueService {
                         .setBizId(clueCustomerIdMap.get(followUpRecord.getBizId()))));
     }
 
+    @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_TRANSLATE_SUB_TYPE, bizNo = "{{#clue.id}}",
+            success = CRM_LEADS_TRANSLATE_SUCCESS)
+    public void receiveClueLog(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()) &&
@@ -237,4 +241,40 @@ public class CrmClueServiceImpl implements CrmClueService {
         }
     }
 
+    private CrmClueDO validateClueExists(Long id) {
+        CrmClueDO crmClueDO = clueMapper.selectById(id);
+        if (crmClueDO == null) {
+            throw exception(CLUE_NOT_EXISTS);
+        }
+        return crmClueDO;
+    }
+
+    @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.READ)
+    public CrmClueDO getClue(Long id) {
+        return clueMapper.selectById(id);
+    }
+
+    @Override
+    public List<CrmClueDO> getClueList(Collection<Long> ids, Long userId) {
+        if (CollUtil.isEmpty(ids)) {
+            return ListUtil.empty();
+        }
+        return clueMapper.selectBatchIds(ids, userId);
+    }
+
+    @Override
+    public PageResult<CrmClueDO> getCluePage(CrmCluePageReqVO pageReqVO, Long userId) {
+        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());
+    }
+
 }