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CRM：【线索】增加字段

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min 2024-01-24 00:27:09 +08:00
parent 7bb171512a
commit ce397d4fbd
9 changed files with 135 additions and 13 deletions
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2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
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@ -99,7 +99,7 @@ public class CrmClueController {
@PostMapping("/transform")
@Operation(summary = "线索转化为客户")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> translateCustomer(@Valid @RequestBody CrmClueTransformReqVO reqVO) {
public CommonResult<Boolean> translateCustomer(@Valid @RequestBody CrmClueTranslateReqVO reqVO) {
clueService.translateCustomer(reqVO, getLoginUserId());
return success(Boolean.TRUE);
}

9
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java
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@ -30,4 +30,13 @@ public class CrmCluePageReqVO extends PageParam {
@Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
private Boolean pool; // null 则表示为不是公海数据
@Schema(description = "所属行业", example = "1")
private Integer industryId;
@Schema(description = "客户等级", example = "1")
private Integer level;
@Schema(description = "客户来源", example = "1")
private Integer source;
}

34
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java
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@ -77,4 +77,38 @@ public class CrmClueRespVO {
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "所属行业", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL)
private Integer level;
@Schema(description = "客户来源", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE)
private Integer source;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("网址")
private String website;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("QQ")
private String qq;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("wechat")
private String wechat;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("email")
private String email;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("客户描述")
private String description;
}

47
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java
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@ -1,16 +1,25 @@
package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerIndustryParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerLevelParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerSourceParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.Email;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.Size;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
@Schema(description = "管理后台 - CRM 线索 创建/更新 Request VO")
@Data
@ -55,4 +64,42 @@ public class CrmClueSaveReqVO {
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "所属行业", example = "1")
@DiffLogField(name = "所属行业", function = CrmCustomerIndustryParseFunction.NAME)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", example = "2")
@DiffLogField(name = "客户等级", function = CrmCustomerLevelParseFunction.NAME)
@InEnum(CrmCustomerLevelEnum.class)
private Integer level;
@Schema(description = "客户来源", example = "3")
@DiffLogField(name = "客户来源", function = CrmCustomerSourceParseFunction.NAME)
private Integer source;
@Schema(description = "网址", example = "https://www.baidu.com")
@DiffLogField(name = "网址")
private String website;
@Schema(description = "QQ", example = "123456789")
@DiffLogField(name = "QQ")
@Size(max = 20, message = "QQ长度不能超过 20 个字符")
private String qq;
@Schema(description = "微信", example = "123456789")
@DiffLogField(name = "微信")
@Size(max = 255, message = "微信长度不能超过 255 个字符")
private String wechat;
@Schema(description = "邮箱", example = "123456789@qq.com")
@DiffLogField(name = "邮箱")
@Email(message = "邮箱格式不正确")
@Size(max = 255, message = "邮箱长度不能超过 255 个字符")
private String email;
@Schema(description = "客户描述", example = "任意文字")
@DiffLogField(name = "客户描述")
@Size(max = 4096, message = "客户描述长度不能超过 4096 个字符")
private String description;
}

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransformReqVO.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTranslateReqVO.java
View File

@ -8,7 +8,7 @@ import java.util.Set;
@Schema(description = "管理后台 - 线索转化为客户 Request VO")
@Data
public class CrmClueTransformReqVO {
public class CrmClueTranslateReqVO {
@Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1024, 1025]")
@NotEmpty(message = "线索编号不能为空")

43
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/clue/CrmClueDO.java
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@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.dal.dataobject.clue;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
@ -72,16 +73,44 @@ public class CrmClueDO extends BaseDO {
* 备注
*/
private String remark;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
// TODO 芋艿：客户级别；
// TODO 芋艿：线索来源；
// TODO 芋艿：客户行业；
/**
* 所属行业
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_INDUSTRY}
*/
private Integer industryId;
/**
* 客户等级
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_LEVEL}
*/
private Integer level;
/**
* 客户来源
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_SOURCE}
*/
private Integer source;
/**
* 网址
*/
private String website;
/**
* QQ
*/
private String qq;
/**
* wechat
*/
private String wechat;
/**
* email
*/
private String email;
/**
* 客户描述
*/
private String description;
}

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/clue/CrmClueMapper.java
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@ -37,6 +37,9 @@ public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
.likeIfPresent(CrmClueDO::getName, pageReqVO.getName())
.likeIfPresent(CrmClueDO::getTelephone, pageReqVO.getTelephone())
.likeIfPresent(CrmClueDO::getMobile, pageReqVO.getMobile())
.eqIfPresent(CrmClueDO::getIndustryId, pageReqVO.getIndustryId())
.eqIfPresent(CrmClueDO::getLevel, pageReqVO.getLevel())
.eqIfPresent(CrmClueDO::getSource, pageReqVO.getSource())
.orderByDesc(CrmClueDO::getId);
return selectJoinPage(pageReqVO, CrmClueDO.class, query);
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java
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@ -4,7 +4,7 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
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.clue.vo.CrmClueTransformReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTranslateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
import jakarta.validation.Valid;
@ -88,6 +88,6 @@ public interface CrmClueService {
* @param reqVO 线索编号
* @param userId 用户编号
*/
void translateCustomer(CrmClueTransformReqVO reqVO, Long userId);
void translateCustomer(CrmClueTranslateReqVO reqVO, Long userId);
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
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@ -11,7 +11,7 @@ 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.clue.vo.CrmClueTransformReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTranslateReqVO;
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;
@ -177,7 +177,7 @@ public class CrmClueServiceImpl implements CrmClueService {
@Override
@Transactional(rollbackFor = Exception.class)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
public void translateCustomer(CrmClueTransformReqVO reqVO, Long userId) {
public void translateCustomer(CrmClueTranslateReqVO reqVO, Long userId) {
// 1.1 校验线索都存在
Set<Long> clueIds = reqVO.getIds();
List<CrmClueDO> clues = getClueList(clueIds, userId);