CRM-客户：完善操作日志

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

@@ -40,7 +40,7 @@ public interface ErrorCodeConstants {
     ErrorCode CUSTOMER_LOCKED_PUT_POOL_FAIL = new ErrorCode(1_020_006_005, "客户【{}】放入公海失败，原因：客户已锁定");
     ErrorCode CUSTOMER_UPDATE_OWNER_USER_FAIL = new ErrorCode(1_020_006_006, "更新客户【{}】负责人失败, 原因：系统异常");
     ErrorCode CUSTOMER_LOCK_FAIL_IS_LOCK = new ErrorCode(1_020_006_007, "锁定客户失败，它已经处于锁定状态");
-    ErrorCode CUSTOMER_UNLOCK_FAIL_IS_UNLOCK = new ErrorCode(1_020_006_008, "锁定客户失败，它已经处于未锁定状态");
+    ErrorCode CUSTOMER_UNLOCK_FAIL_IS_UNLOCK = new ErrorCode(1_020_006_008, "解锁客户失败，它已经处于未锁定状态");
     ErrorCode CUSTOMER_LOCK_EXCEED_LIMIT = new ErrorCode(1_020_006_009, "锁定客户失败，超出锁定规则上限");
     ErrorCode CUSTOMER_OWNER_EXCEED_LIMIT = new ErrorCode(1_020_006_010, "操作失败，超出客户数拥有上限");
 

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

@@ -2,32 +2,56 @@ package cn.iocoder.yudao.module.crm.enums;
 
 /**
  * CRM 操作日志枚举
+ * 目的：统一管理，也减少 Service 里各种“复杂”字符串
  *
  * @author HUIHUI
  */
 public interface LogRecordConstants {
 
-    //======================= 客户模块类型 =======================
+    // ======================= CRM_LEADS 线索 =======================
-    // TODO puhui999: 确保模块命名方式为 module + 子模块名称的方式。统一定义模块名称是为了方便查询各自记录的操作日志，列如说：查询客户【张三的操作日志】就可以 module + bizId
-    String CRM_LEADS = "CRM 线索";
-    String CRM_CUSTOMER = "CRM 客户";
-    String CRM_CONTACT = "CRM 联系人";
-    String CRM_BUSINESS = "CRM 商机";
-    String CRM_CONTRACT = "CRM 合同";
-    String CRM_PRODUCT = "CRM 产品";
-    String CRM_RECEIVABLE = "CRM 回款";
-    String CRM_RECEIVABLE_PLAN = "CRM 回款计划";
 
-    //======================= 客户转移操作日志 =======================
+    String CRM_LEADS_TYPE = "CRM 线索";
 
-    String TRANSFER_CUSTOMER_LOG_SUCCESS = "把客户【{{#crmCustomer.name}}】的负责人从【{getAdminUserById{#crmCustomer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
+    // ======================= CRM_CUSTOMER 客户 =======================
 
-    // TODO @puhui999：这里格式是不是可以这样;目的是：统一管理，也减少 Service 里各种“复杂”字符串
+    String CRM_CUSTOMER_TYPE = "CRM 客户";
-    // ======================= Customer 客户 =======================
+    String CRM_CUSTOMER_CREATE_SUB_TYPE = "创建客户";
-    String CUSTOMER_TYPE = "CRM 客户";
+    String CRM_CUSTOMER_CREATE_SUCCESS = "创建了客户{{#customer.name}}";
-    String CUSTOMER_CREATE_SUB_TYPE = "创建客户";
+    String CRM_CUSTOMER_UPDATE_SUB_TYPE = "更新客户";
-    String CUSTOMER_CREATE_SUCCESS = "更新了客户{_DIFF{#updateReqVO}}";
+    String CRM_CUSTOMER_UPDATE_SUCCESS = "更新了客户【{{#customerName}}】{_DIFF{#updateReqVO}}";
+    String CRM_CUSTOMER_DELETE_SUB_TYPE = "删除客户";
+    String CRM_CUSTOMER_DELETE_SUCCESS = "删除了客户【{{#customerName}}】";
+    String CRM_CUSTOMER_TRANSFER_SUB_TYPE = "转移客户";
+    String CRM_CUSTOMER_TRANSFER_SUCCESS = "将客户【{{#crmCustomer.name}}】的负责人从【{getAdminUserById{#crmCustomer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
+    String CRM_CUSTOMER_LOCK_SUB_TYPE = "{{#crmCustomer.lockStatus ? '锁定客户' : '解锁客户'}}";
+    String CRM_CUSTOMER_LOCK_SUCCESS = "{{#crmCustomer.lockStatus ? '将客户【#crmCustomer.name】锁定' : '将客户【#crmCustomer.name】解锁'}}";
+    String CRM_CUSTOMER_POOL_SUB_TYPE = "客户放入公海";
+    String CRM_CUSTOMER_POOL_SUCCESS = "将客户【{{#customerName}}】放入了公海";
+    String CRM_CUSTOMER_RECEIVE_SUB_TYPE = "{{#ownerUserName != null ? '分配客户' : '领取客户'}}";
+    String CRM_CUSTOMER_RECEIVE_SUCCESS = "{{#ownerUserName != null ? '将客户【#customer.name】分配给【#ownerUserName】' : '领取客户【#customer.name】'}}";
 
-    String CUSTOMER_UPDATE_SUB_TYPE = "更新客户";
+    // ======================= CRM_CONTACT 联系人 =======================
+
+    String CRM_CONTACT_TYPE = "CRM 联系人";
+
+    // ======================= CRM_BUSINESS 商机 =======================
+
+    String CRM_BUSINESS_TYPE = "CRM 商机";
+
+    // ======================= CRM_CONTRACT 合同 =======================
+
+    String CRM_CONTRACT_TYPE = "CRM 合同";
+
+    // ======================= CRM_PRODUCT 产品 =======================
+
+    String CRM_PRODUCT_TYPE = "CRM 产品";
+
+    // ======================= CRM_RECEIVABLE 回款 =======================
+
+    String CRM_RECEIVABLE_TYPE = "CRM 回款";
+
+    // ======================= CRM_RECEIVABLE_PLAN 回款计划 =======================
+
+    String CRM_RECEIVABLE_PLAN_TYPE = "CRM 回款计划";
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java

@@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.customer;
 import cn.hutool.core.collection.CollUtil;
 import cn.iocoder.yudao.framework.common.pojo.CommonResult;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
 import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.*;
@@ -38,7 +39,7 @@ import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
 import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
 import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
-import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.CRM_CUSTOMER;
+import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.CRM_CUSTOMER_TYPE;
 
 @Tag(name = "管理后台 - CRM 客户")
 @RestController
@@ -115,6 +116,15 @@ public class CrmCustomerController {
         return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap));
     }
 
+    @GetMapping(value = {"/list-all-simple"})
+    @Operation(summary = "获取客户精简信息列表", description = "只包含有读权限的客户，主要用于前端的下拉选项")
+    public CommonResult<List<CrmCustomerSimpleRespVO>> getSimpleDeptList() {
+        CrmCustomerPageReqVO reqVO = new CrmCustomerPageReqVO();
+        reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
+        List<CrmCustomerDO> list = customerService.getCustomerPage(reqVO, getLoginUserId()).getList();
+        return success(BeanUtils.toBean(list, CrmCustomerSimpleRespVO.class));
+    }
+
     @GetMapping("/export-excel")
     @Operation(summary = "导出客户 Excel")
     @PreAuthorize("@ss.hasPermission('crm:customer:export')")
@@ -143,7 +153,7 @@ public class CrmCustomerController {
     public CommonResult<PageResult<OperateLogV2RespDTO>> getCustomerOperateLog(@RequestParam("id") Long id) {
         OperateLogV2PageReqDTO reqDTO = new OperateLogV2PageReqDTO();
         reqDTO.setPageSize(PAGE_SIZE_NONE); // 不分页
-        reqDTO.setBizType(CRM_CUSTOMER);
+        reqDTO.setBizType(CRM_CUSTOMER_TYPE);
         reqDTO.setBizId(id);
         return success(operateLogApi.getOperateLogPage(reqDTO));
     }
@@ -172,7 +182,7 @@ public class CrmCustomerController {
     @Parameter(name = "ids", description = "编号数组", required = true, example = "1,2,3")
     @PreAuthorize("@ss.hasPermission('crm:customer:receive')")
     public CommonResult<Boolean> receiveCustomer(@RequestParam(value = "ids") List<Long> ids) {
-        customerService.receiveCustomer(ids, getLoginUserId());
+        customerService.receiveCustomer(ids, getLoginUserId(), Boolean.TRUE);
         return success(true);
     }
 
@@ -180,18 +190,8 @@ public class CrmCustomerController {
     @Operation(summary = "分配公海给对应负责人")
     @PreAuthorize("@ss.hasPermission('crm:customer:distribute')")
     public CommonResult<Boolean> distributeCustomer(@Valid @RequestBody CrmCustomerDistributeReqVO distributeReqVO) {
-        customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId());
+        customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId(), Boolean.FALSE);
         return success(true);
     }
 
-    // TODO 芋艿：这个接口要调整下
-    //@GetMapping("/query-all-list")
-    //@Operation(summary = "查询客户列表")
-    //@PreAuthorize("@ss.hasPermission('crm:customer:all')")
-    //public CommonResult<List<CrmCustomerQueryAllRespVO>> queryAll() {
-    //    List<CrmCustomerDO> crmCustomerDOList = customerService.getCustomerList();
-    //    List<CrmCustomerQueryAllRespVO> data = CrmCustomerConvert.INSTANCE.convertQueryAll(crmCustomerDOList);
-    //    return success(data);
-    //}
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerSimpleRespVO.java

@@ -0,0 +1,20 @@
+package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+@Schema(description = "管理后台 - 客户精简信息 Response VO")
+@Data
+@NoArgsConstructor
+@AllArgsConstructor
+public class CrmCustomerSimpleRespVO {
+
+    @Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
+    private Long id;
+
+    @Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道")
+    private String name;
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/permission/CrmPermissionMapper.java

@@ -5,6 +5,7 @@ import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
 import org.apache.ibatis.annotations.Mapper;
 
+import java.util.Collection;
 import java.util.List;
 
 /**
@@ -28,6 +29,12 @@ public interface CrmPermissionMapper extends BaseMapperX<CrmPermissionDO> {
                 .eq(CrmPermissionDO::getBizId, bizId));
     }
 
+    default List<CrmPermissionDO> selectByBizTypeAndBizIds(Integer bizType, Collection<Long> bizIds) {
+        return selectList(new LambdaQueryWrapperX<CrmPermissionDO>()
+                .eq(CrmPermissionDO::getBizType, bizType)
+                .in(CrmPermissionDO::getBizId, bizIds));
+    }
+
     default List<CrmPermissionDO> selectListByBizTypeAndUserId(Integer bizType, Long userId) {
         return selectList(new LambdaQueryWrapperX<CrmPermissionDO>()
                 .eq(CrmPermissionDO::getBizType, bizType)

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/permission/core/aop/CrmPermissionAspect.java

@@ -18,12 +18,10 @@ import org.aspectj.lang.annotation.Aspect;
 import org.aspectj.lang.annotation.Before;
 import org.springframework.stereotype.Component;
 
-import java.util.ArrayList;
+import java.util.*;
-import java.util.List;
-import java.util.Map;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
-import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
 import static cn.iocoder.yudao.framework.common.util.json.JsonUtils.toJsonString;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CRM_PERMISSION_DENIED;
 
@@ -46,16 +44,29 @@ public class CrmPermissionAspect {
         Map<String, Object> expressionValues = parseExpressions(joinPoint, crmPermission);
         Integer bizType = StrUtil.isEmpty(crmPermission.bizTypeValue()) ?
                 crmPermission.bizType()[0].getType() : (Integer) expressionValues.get(crmPermission.bizTypeValue()); // 模块类型
-        Long bizId = (Long) expressionValues.get(crmPermission.bizId()); // 模块数据编号
+        // 处理兼容多个 bizId 的情况
+        Object object = expressionValues.get(crmPermission.bizId());// 模块数据编号
+        Set<Long> bizIds = new HashSet<>();
+        if (object instanceof Collection<?>) {
+            bizIds.addAll(convertSet((Collection<?>) object, item -> Long.parseLong(item.toString())));
+        } else {
+            bizIds.add(Long.parseLong(object.toString()));
+        }
         Integer permissionLevel = crmPermission.level().getLevel(); // 需要的权限级别
+        List<CrmPermissionDO> permissionList = crmPermissionService.getPermissionListByBiz(bizType, bizIds);
+        Map<Long, List<CrmPermissionDO>> multiMap = convertMultiMap(permissionList, CrmPermissionDO::getBizId);
+        bizIds.forEach(bizId -> {
+            validatePermission(bizType, multiMap.get(bizId), permissionLevel);
+        });
+    }
 
-        // 1.1 如果是超级管理员则直接通过
+    private void validatePermission(Integer bizType, List<CrmPermissionDO> bizPermissions, Integer permissionLevel) {
+        // 1. 如果是超级管理员则直接通过
         if (CrmPermissionUtils.isCrmAdmin()) {
             return;
         }
-        // 1.2 获取数据权限
+        // 1.1 没有数据权限的情况
-        List<CrmPermissionDO> bizPermissions = crmPermissionService.getPermissionListByBiz(bizType, bizId);
+        if (CollUtil.isEmpty(bizPermissions)) {
-        if (CollUtil.isEmpty(bizPermissions)) { // 没有数据权限的情况
             // 公海数据如果没有团队成员大家也因该有读权限才对
             if (CrmPermissionLevelEnum.isRead(permissionLevel)) {
                 return;
@@ -63,7 +74,7 @@ public class CrmPermissionAspect {
 
             // 没有数据权限的情况下超出了读权限直接报错，避免后面校验空指针
             throw exception(CRM_PERMISSION_DENIED, CrmBizTypeEnum.getNameByType(bizType));
-        } else { // 有数据权限但是没有负责人的情况
+        } else { // 1.2 有数据权限但是没有负责人的情况
             if (!anyMatch(bizPermissions, item -> CrmPermissionLevelEnum.isOwner(item.getLevel()))) {
                 if (CrmPermissionLevelEnum.isRead(permissionLevel)) {
                     return;

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java

@@ -104,15 +104,8 @@ public interface CrmCustomerService {
      *
      * @param ids         要领取的客户编号数组
      * @param ownerUserId 负责人
+     * @param isReceive   是/否领取
      */
-    void receiveCustomer(List<Long> ids, Long ownerUserId);
+    void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
-
-    /**
-     * 获取客户列表
-     *
-     * @return 客户列表
-     * @author zyna
-     */
-    List<CrmCustomerDO> getCustomerList();
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java

@@ -16,9 +16,11 @@ import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
 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.framework.permission.core.util.CrmPermissionUtils;
 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;
+import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import com.mzt.logapi.context.LogRecordContext;
 import com.mzt.logapi.service.impl.DiffParseFunction;
 import com.mzt.logapi.starter.annotation.LogRecord;
@@ -35,8 +37,7 @@ import java.util.List;
 
 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.LogRecordConstants.CRM_CUSTOMER;
+import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
-import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.TRANSFER_CUSTOMER_LOG_SUCCESS;
 import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_LOCK_LIMIT;
 import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_OWNER_LIMIT;
 import static java.util.Collections.singletonList;
@@ -63,8 +64,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "创建客户", bizNo = "{{#customerId}}", success = "创建了客户")
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_CREATE_SUB_TYPE, bizNo = "{{#customer.id}}", success = CRM_CUSTOMER_CREATE_SUCCESS)
-    // TODO @puhui999：创建了客户【客户名】，要记录进去；不然在展示操作日志的全列表，看不清楚是哪个客户哈；
     public Long createCustomer(CrmCustomerSaveReqVO createReqVO, Long userId) {
         createReqVO.setId(null);
         // 1. 校验拥有客户是否到达上限
@@ -81,14 +81,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
                 .setBizId(customer.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel())); // 设置当前操作的人为负责人
 
-        // 4. 记录操作日志
+        // 4. 记录操作日志上下文
-        LogRecordContext.putVariable("customerId", customer.getId());
+        LogRecordContext.putVariable("customer", customer);
         return customer.getId();
     }
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "更新客户", bizNo = "{{#updateReqVO.id}}", success = "更新了客户{_DIFF{#updateReqVO}}", extra = "{{#extra}}")
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}", success = CRM_CUSTOMER_UPDATE_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
     public void updateCustomer(CrmCustomerSaveReqVO updateReqVO) {
         Assert.notNull(updateReqVO.getId(), "客户编号不能为空");
@@ -101,17 +101,18 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         CrmCustomerDO updateObj = CrmCustomerConvert.INSTANCE.convert(updateReqVO);
         customerMapper.updateById(updateObj);
 
-        // 3. 记录操作日志
+        // 3. 记录操作日志上下文
         LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldCustomer, CrmCustomerSaveReqVO.class));
+        LogRecordContext.putVariable("customerName", oldCustomer.getName());
     }
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "删除客户", bizNo = "{{#id}}", success = "删除了客户")
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_DELETE_SUB_TYPE, bizNo = "{{#id}}", success = CRM_CUSTOMER_DELETE_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void deleteCustomer(Long id) {
         // 校验存在
-        validateCustomerExists(id);
+        CrmCustomerDO customer = validateCustomerExists(id);
         // TODO @puhui999：如果有联系人、商机，则不允许删除；
 
         // 删除
@@ -119,15 +120,143 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         // 删除数据权限
         permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), id);
         // TODO @puhui999：删除跟进记录
+
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("customerName", customer.getName());
     }
 
-    private CrmCustomerDO validateCustomerExists(Long id) {
+    @Override
-        CrmCustomerDO customerDO = customerMapper.selectById(id);
+    @Transactional(rollbackFor = Exception.class)
-        if (customerDO == null) {
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}", success = CRM_CUSTOMER_TRANSFER_SUCCESS)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
+    public void transferCustomer(CrmCustomerTransferReqVO reqVO, Long userId) {
+        // 1.1 校验客户是否存在
+        CrmCustomerDO customer = validateCustomerExists(reqVO.getId());
+        // 1.2 校验拥有客户是否到达上限
+        validateCustomerExceedOwnerLimit(reqVO.getNewOwnerUserId(), 1);
+
+        // 2.1 数据权限转移
+        permissionService.transferPermission(
+                CrmCustomerConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()));
+        // 2.2 转移后重新设置负责人
+        customerMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
+
+        // 3. TODO 记录转移日志
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("crmCustomer", customer);
+    }
+
+    @Override
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_LOCK_SUB_TYPE, bizNo = "{{#lockReqVO.id}}", success = CRM_CUSTOMER_LOCK_SUCCESS)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#lockReqVO.id", level = CrmPermissionLevelEnum.OWNER)
+    public void lockCustomer(CrmCustomerLockReqVO lockReqVO, Long userId) {
+        // 1.1 校验当前客户是否存在
+        CrmCustomerDO customer = validateCustomerExists(lockReqVO.getId());
+        // 1.2 校验当前是否重复操作锁定/解锁状态
+        if (customer.getLockStatus().equals(lockReqVO.getLockStatus())) {
+            throw exception(customer.getLockStatus() ? CUSTOMER_LOCK_FAIL_IS_LOCK : CUSTOMER_UNLOCK_FAIL_IS_UNLOCK);
+        }
+        // 1.3 校验锁定上限。
+        if (lockReqVO.getLockStatus()) {
+            validateCustomerExceedLockLimit(userId);
+        }
+
+        // 2. 更新锁定状态
+        customerMapper.updateById(BeanUtils.toBean(lockReqVO, CrmCustomerDO.class));
+
+        // 3. 记录操作日志上下文
+        LogRecordContext.putVariable("crmCustomer", customer);
+    }
+
+    // ==================== 公海相关操作 ====================
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_POOL_SUB_TYPE, bizNo = "{{#id}}", success = CRM_CUSTOMER_POOL_SUCCESS)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
+    public void putCustomerPool(Long id) {
+        // 1. 校验存在
+        CrmCustomerDO customer = customerMapper.selectById(id);
+        if (customer == null) {
             throw exception(CUSTOMER_NOT_EXISTS);
         }
-        return customerDO;
+        // 1.2. 校验是否为公海数据
+        validateCustomerOwnerExists(customer, true);
+        // 1.3. 校验客户是否锁定
+        validateCustomerIsLocked(customer, true);
+
+        // 2. 设置负责人为 NULL
+        int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
+        if (updateOwnerUserIncr == 0) {
+            throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
         }
+        // 3. 删除负责人数据权限
+        permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
+                CrmPermissionLevelEnum.OWNER.getLevel());
+        // TODO @puhui999：联系人的负责人，也要设置为 null；这块和领取是对应的；因为领取后，负责人也要关联过来；
+
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("customerName", customer.getName());
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive) {
+        if (!isReceive && !CrmPermissionUtils.isCrmAdmin()) { // 只有管理员可以分配
+            throw exception(CRM_PERMISSION_DENIED, CrmBizTypeEnum.CRM_CUSTOMER.getName());
+        }
+
+        // 1.1 校验存在
+        List<CrmCustomerDO> customers = customerMapper.selectBatchIds(ids);
+        if (customers.size() != ids.size()) {
+            throw exception(CUSTOMER_NOT_EXISTS);
+        }
+        // 1.2. 校验负责人是否存在
+        adminUserApi.validateUserList(singletonList(ownerUserId));
+        // 1.3. 校验状态
+        customers.forEach(customer -> {
+            // 校验是否已有负责人
+            validateCustomerOwnerExists(customer, false);
+            // 校验是否锁定
+            validateCustomerIsLocked(customer, false);
+            // 校验成交状态
+            validateCustomerDeal(customer);
+        });
+        // 1.4  校验负责人是否到达上限
+        validateCustomerExceedOwnerLimit(ownerUserId, customers.size());
+
+        // 2.1 领取公海数据
+        List<CrmCustomerDO> updateCustomers = new ArrayList<>();
+        List<CrmPermissionCreateReqBO> createPermissions = new ArrayList<>();
+        customers.forEach(customer -> {
+            // 2.1. 设置负责人
+            updateCustomers.add(new CrmCustomerDO().setId(customer.getId()).setOwnerUserId(ownerUserId));
+            // 2.2. 创建负责人数据权限
+            createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
+                    .setBizId(customer.getId()).setUserId(ownerUserId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
+        });
+        // 2.2 更新客户负责人
+        customerMapper.updateBatch(updateCustomers);
+        // 2.3 创建负责人数据权限
+        permissionService.createPermissionBatch(createPermissions);
+        // TODO @芋艿：要不要处理关联的联系人？？？
+
+        // 3. 记录操作日志
+        AdminUserRespDTO user = null;
+        if (!isReceive) {
+            user = adminUserApi.getUser(ownerUserId);
+        }
+        for (CrmCustomerDO customer : customers) {
+            receiveCustomerLog(customer, user == null ? null : user.getNickname());
+        }
+    }
+
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_RECEIVE_SUB_TYPE, bizNo = "{{#customer.id}}", success = CRM_CUSTOMER_RECEIVE_SUCCESS)
+    public void receiveCustomerLog(CrmCustomerDO customer, String ownerUserName) {
+
+    }
+
+    //======================= 查询相关 =======================
 
     @Override
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.READ)
@@ -148,6 +277,8 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         return customerMapper.selectPage(pageReqVO, userId);
     }
 
+    //======================= 校验相关 =======================
+
     /**
      * 校验客户是否存在
      *
@@ -158,47 +289,38 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         validateCustomerExists(customerId);
     }
 
-    @Override
+    private void validateCustomerOwnerExists(CrmCustomerDO customer, Boolean pool) {
-    @Transactional(rollbackFor = Exception.class)
+        if (customer == null) { // 防御一下
-    @LogRecord(type = CRM_CUSTOMER, subType = "转移客户", bizNo = "{{#reqVO.id}}", success = TRANSFER_CUSTOMER_LOG_SUCCESS)
+            throw exception(CUSTOMER_NOT_EXISTS);
-    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
+        }
-    public void transferCustomer(CrmCustomerTransferReqVO reqVO, Long userId) {
+        // 校验是否为公海数据
-        // 1.1 校验客户是否存在
+        if (pool && customer.getOwnerUserId() == null) {
-        CrmCustomerDO customer = validateCustomerExists(reqVO.getId());
+            throw exception(CUSTOMER_IN_POOL, customer.getName());
-        // 1.2 校验拥有客户是否到达上限
+        }
-        validateCustomerExceedOwnerLimit(reqVO.getNewOwnerUserId(), 1);
+        // 负责人已存在
-
+        if (customer.getOwnerUserId() != null) {
-        // 2.1 数据权限转移
+            throw exception(CUSTOMER_OWNER_EXISTS, customer.getName());
-        permissionService.transferPermission(
+        }
-                CrmCustomerConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()));
-        // 2.2 转移后重新设置负责人
-        customerMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
-
-        // 3. TODO 记录转移日志
-        LogRecordContext.putVariable("crmCustomer", customer);
     }
 
-    @Override
+    private CrmCustomerDO validateCustomerExists(Long id) {
-    // TODO @puhui999：看看这个能不能根据条件，写操作日志；
+        CrmCustomerDO customerDO = customerMapper.selectById(id);
-    // TODO 如果是 锁定，则 subType 为 锁定客户；success 为 将客户【】锁定
+        if (customerDO == null) {
-    // TODO 如果是 解锁，则 subType 为 解锁客户；success 为 将客户【】解锁
+            throw exception(CUSTOMER_NOT_EXISTS);
-    @LogRecord(type = CRM_CUSTOMER, subType = "锁定/解锁客户", bizNo = "{{#updateReqVO.id}}", success = "锁定了客户")
-    // TODO @puhui999：数据权限
-    public void lockCustomer(CrmCustomerLockReqVO lockReqVO, Long userId) {
-        // 1.1 校验当前客户是否存在
-        validateCustomerExists(lockReqVO.getId());
-        // 1.2 校验当前是否重复操作锁定/解锁状态
-        CrmCustomerDO customer = customerMapper.selectById(lockReqVO.getId());
-        if (customer.getLockStatus().equals(lockReqVO.getLockStatus())) {
-            throw exception(customer.getLockStatus() ? CUSTOMER_LOCK_FAIL_IS_LOCK : CUSTOMER_UNLOCK_FAIL_IS_UNLOCK);
         }
-        // 1.3 校验锁定上限。
+        return customerDO;
-        if (lockReqVO.getLockStatus()) {
-            validateCustomerExceedLockLimit(userId);
     }
 
-        // 2. 更新锁定状态
+    private void validateCustomerIsLocked(CrmCustomerDO customer, Boolean pool) {
-        customerMapper.updateById(BeanUtils.toBean(lockReqVO, CrmCustomerDO.class));
+        if (customer.getLockStatus()) {
+            throw exception(pool ? CUSTOMER_LOCKED_PUT_POOL_FAIL : CUSTOMER_LOCKED, customer.getName());
+        }
+    }
+
+    private void validateCustomerDeal(CrmCustomerDO customer) {
+        if (customer.getDealStatus()) {
+            throw exception(CUSTOMER_ALREADY_DEAL);
+        }
     }
 
     /**
@@ -242,106 +364,4 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         }
     }
 
-    @Override
-    @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "客户放入公海", bizNo = "{{#id}}", success = "将客户放入了公海")
-    // TODO @puhui999：将客户【】放入了公海
-    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
-    public void putCustomerPool(Long id) {
-        // 1. 校验存在
-        CrmCustomerDO customer = customerMapper.selectById(id);
-        if (customer == null) {
-            throw exception(CUSTOMER_NOT_EXISTS);
-        }
-        // 1.2. 校验是否为公海数据
-        validateCustomerOwnerExists(customer, true);
-        // 1.3. 校验客户是否锁定
-        validateCustomerIsLocked(customer, true);
-
-        // 2. 设置负责人为 NULL
-        int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
-        if (updateOwnerUserIncr == 0) {
-            throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
-        }
-        // 3. 删除负责人数据权限
-        permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
-                CrmPermissionLevelEnum.OWNER.getLevel());
-        // TODO @puhui999：联系人的负责人，也要设置为 null；这块和领取是对应的；因为领取后，负责人也要关联过来；
-    }
-
-    @Override
-    @Transactional(rollbackFor = Exception.class)
-    // TODO @puhui999：权限校验
-
-    // TODO @puhui999：如果是分配，操作日志是 “将客户【】分配给【】”
-    // TODO @puhui999：如果是领取，操作日志是“领取客户【】”；
-    // TODO @puhui999：如果是多条，则需要记录多条操作日志；不然 bizId 不好关联
-    public void receiveCustomer(List<Long> ids, Long ownerUserId) {
-        // 1.1 校验存在
-        List<CrmCustomerDO> customers = customerMapper.selectBatchIds(ids);
-        if (customers.size() != ids.size()) {
-            throw exception(CUSTOMER_NOT_EXISTS);
-        }
-        // 1.2. 校验负责人是否存在
-        adminUserApi.validateUserList(singletonList(ownerUserId));
-        // 1.3. 校验状态
-        customers.forEach(customer -> {
-            // 校验是否已有负责人
-            validateCustomerOwnerExists(customer, false);
-            // 校验是否锁定
-            validateCustomerIsLocked(customer, false);
-            // 校验成交状态
-            validateCustomerDeal(customer);
-        });
-        // 1.4  校验负责人是否到达上限
-        validateCustomerExceedOwnerLimit(ownerUserId, customers.size());
-
-        // 2.1 领取公海数据
-        List<CrmCustomerDO> updateCustomers = new ArrayList<>();
-        List<CrmPermissionCreateReqBO> createPermissions = new ArrayList<>();
-        customers.forEach(customer -> {
-            // 2.1. 设置负责人
-            updateCustomers.add(new CrmCustomerDO().setId(customer.getId()).setOwnerUserId(ownerUserId));
-            // 2.2. 创建负责人数据权限
-            createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
-                    .setBizId(customer.getId()).setUserId(ownerUserId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
-        });
-        // 2.2 更新客户负责人
-        customerMapper.updateBatch(updateCustomers);
-        // 2.3 创建负责人数据权限
-        permissionService.createPermissionBatch(createPermissions);
-        // TODO @芋艿：要不要处理关联的联系人？？？
-    }
-
-    private void validateCustomerOwnerExists(CrmCustomerDO customer, Boolean pool) {
-        if (customer == null) { // 防御一下
-            throw exception(CUSTOMER_NOT_EXISTS);
-        }
-        // 校验是否为公海数据
-        if (pool && customer.getOwnerUserId() == null) {
-            throw exception(CUSTOMER_IN_POOL, customer.getName());
-        }
-        // 负责人已存在
-        if (customer.getOwnerUserId() != null) {
-            throw exception(CUSTOMER_OWNER_EXISTS, customer.getName());
-        }
-    }
-
-    private void validateCustomerIsLocked(CrmCustomerDO customer, Boolean pool) {
-        if (customer.getLockStatus()) {
-            throw exception(pool ? CUSTOMER_LOCKED_PUT_POOL_FAIL : CUSTOMER_LOCKED, customer.getName());
-        }
-    }
-
-    private void validateCustomerDeal(CrmCustomerDO customer) {
-        if (customer.getDealStatus()) {
-            throw exception(CUSTOMER_ALREADY_DEAL);
-        }
-    }
-
-    @Override
-    public List<CrmCustomerDO> getCustomerList() {
-        return customerMapper.selectList();
-    }
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionService.java

@@ -90,6 +90,15 @@ public interface CrmPermissionService {
      */
     List<CrmPermissionDO> getPermissionListByBiz(Integer bizType, Long bizId);
 
+    /**
+     * 获取数据权限列表，通过 数据类型 x 某个数据
+     *
+     * @param bizType 数据类型，关联 {@link CrmBizTypeEnum}
+     * @param bizIds  数据编号，关联 {@link CrmBizTypeEnum} 对应模块 DO#getId()
+     * @return Crm 数据权限列表
+     */
+    List<CrmPermissionDO> getPermissionListByBiz(Integer bizType, Collection<Long> bizIds);
+
     /**
      * 获取用户参与的模块数据列表
      *

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionServiceImpl.java

@@ -187,6 +187,11 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
         return crmPermissionMapper.selectByBizTypeAndBizId(bizType, bizId);
     }
 
+    @Override
+    public List<CrmPermissionDO> getPermissionListByBiz(Integer bizType, Collection<Long> bizIds) {
+        return crmPermissionMapper.selectByBizTypeAndBizIds(bizType, bizIds);
+    }
+
     @Override
     public List<CrmPermissionDO> getPermissionListByBizTypeAndUserId(Integer bizType, Long userId) {
         return crmPermissionMapper.selectListByBizTypeAndUserId(bizType, userId);