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!900 CRM：完善数据权限，实现数据权限同时添加、同时转移

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Merge pull request !900 from puhui999/develop
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芋道源码 2024-03-09 03:18:12 +00:00 committed by Gitee
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34 changed files with 363 additions and 279 deletions
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22
yudao-framework/yudao-spring-boot-starter-excel/src/main/java/cn/iocoder/yudao/framework/dict/core/DictFrameworkUtils.java
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@ -11,6 +11,9 @@ import lombok.SneakyThrows;
import lombok.extern.slf4j.Slf4j;
import java.time.Duration;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
/**
* 字典工具类
@ -38,6 +41,20 @@ public class DictFrameworkUtils {
});
/**
* 针对 {@link #getDictDataLabelList(String)} 的缓存
*/
private static final LoadingCache<String, List<String>> GET_DICT_DATA_LIST_CACHE = CacheUtils.buildAsyncReloadingCache(
Duration.ofMinutes(1L), // 过期时间 1 分钟
new CacheLoader<String, List<String>>() {
@Override
public List<String> load(String dictType) {
return dictDataApi.getDictDataLabelList(dictType);
}
});
/**
* 针对 {@link #parseDictDataValue(String, String)} 的缓存
*/
@ -67,6 +84,11 @@ public class DictFrameworkUtils {
return GET_DICT_DATA_CACHE.get(new KeyValue<>(dictType, value)).getLabel();
}
@SneakyThrows
public static List<String> getDictDataLabelList(String dictType) {
return GET_DICT_DATA_LIST_CACHE.get(dictType);
}
@SneakyThrows
public static String parseDictDataValue(String dictType, String label) {
return PARSE_DICT_DATA_CACHE.get(new KeyValue<>(dictType, label)).getValue();

7
yudao-framework/yudao-spring-boot-starter-excel/src/main/java/cn/iocoder/yudao/framework/excel/core/annotations/ExcelColumnSelect.java
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@ -12,9 +12,14 @@ import java.lang.annotation.*;
@Inherited
public @interface ExcelColumnSelect {
/**
* @return 字典类型
*/
String dictType() default "";
/**
* @return 获取下拉数据源的方法名称
*/
String value();
String functionName() default "";
}

28
yudao-framework/yudao-spring-boot-starter-excel/src/main/java/cn/iocoder/yudao/framework/excel/core/function/ExcelColumnSelectFunction.java Normal file
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@ -0,0 +1,28 @@
package cn.iocoder.yudao.framework.excel.core.function;
import java.util.List;
/**
* Excel 列下拉数据源获取接口
*
* 为什么不直接解析字典还搞个接口？考虑到有的下拉数据不是从字典中获取的所有需要做一个兼容
* @author HUIHUI
*/
public interface ExcelColumnSelectFunction {
/**
* 获得方法名称
*
* @return 方法名称
*/
String getName();
/**
* 获得列下拉数据源
*
* @return 下拉数据源
*/
List<String> getOptions();
}

75
yudao-framework/yudao-spring-boot-starter-excel/src/main/java/cn/iocoder/yudao/framework/excel/core/handler/SelectSheetWriteHandler.java
View File

@ -2,15 +2,19 @@ package cn.iocoder.yudao.framework.excel.core.handler;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.map.MapUtil;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.core.util.StrUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.hutool.poi.excel.ExcelUtil;
import cn.iocoder.yudao.framework.common.core.KeyValue;
import cn.iocoder.yudao.framework.dict.core.DictFrameworkUtils;
import cn.iocoder.yudao.framework.excel.core.annotations.ExcelColumnSelect;
import cn.iocoder.yudao.framework.excel.core.service.ExcelColumnSelectDataService;
import cn.iocoder.yudao.framework.excel.core.function.ExcelColumnSelectFunction;
import com.alibaba.excel.annotation.ExcelProperty;
import com.alibaba.excel.write.handler.SheetWriteHandler;
import com.alibaba.excel.write.metadata.holder.WriteSheetHolder;
import com.alibaba.excel.write.metadata.holder.WriteWorkbookHolder;
import lombok.extern.slf4j.Slf4j;
import org.apache.poi.hssf.usermodel.HSSFDataValidation;
import org.apache.poi.ss.usermodel.*;
import org.apache.poi.ss.util.CellRangeAddressList;
@ -26,13 +30,9 @@ import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.
*
* @author HUIHUI
*/
@Slf4j
public class SelectSheetWriteHandler implements SheetWriteHandler {
// TODO @puhui999：注释哈；
private static final List<String> ALPHABET = getExcelColumnNameList();
private static final List<ExcelColumnSelectDataService> EXCEL_COLUMN_SELECT_DATA_SERVICES = new ArrayList<>();
/**
* 数据起始行从 0 开始
*
@ -46,34 +46,35 @@ public class SelectSheetWriteHandler implements SheetWriteHandler {
private static final String DICT_SHEET_NAME = "字典sheet";
// TODO @puhui999：这个 selectMap 可以改成 Map<Integer, List<String>>，然后在 afterSheetCreate 里面进行排序。这样整体的理解成本会更简单
private final List<KeyValue<Integer, List<String>>> selectMap = new ArrayList<>(); // 使用 List + KeyValue 组合方便排序
/**
* key: 列 value: 下拉数据源
*/
private final Map<Integer, List<String>> selectMap = new HashMap<>();
public SelectSheetWriteHandler(Class<?> head) {
// 加载下拉数据获取接口
Map<String, ExcelColumnSelectDataService> beansMap = SpringUtil.getBeanFactory().getBeansOfType(ExcelColumnSelectDataService.class);
Map<String, ExcelColumnSelectFunction> beansMap = SpringUtil.getBeanFactory().getBeansOfType(ExcelColumnSelectFunction.class);
if (MapUtil.isEmpty(beansMap)) {
return;
}
// TODO @puhui999：static 是共享。如果并发情况下，会不会存在问题？ 其实 EXCEL_COLUMN_SELECT_DATA_SERVICES 不用全局声明，直接 按照 ExcelColumnSelect 去拿下就好了；
if (CollUtil.isEmpty(EXCEL_COLUMN_SELECT_DATA_SERVICES) || EXCEL_COLUMN_SELECT_DATA_SERVICES.size() != beansMap.values().size()) {
EXCEL_COLUMN_SELECT_DATA_SERVICES.clear();
EXCEL_COLUMN_SELECT_DATA_SERVICES.addAll(convertList(beansMap.values(), b -> b));
}
// 解析下拉数据
// TODO @puhui999：感觉可以 head 循环 field，如果有 ExcelColumnSelect 则进行处理；而 ExcelProperty 可能是非必须的
// TODO @puhui999：感觉可以 head 循环 field，如果有 ExcelColumnSelect 则进行处理；而 ExcelProperty 可能是非必须的。回答：主要是用于定位到列索引
Map<String, Field> excelPropertyFields = getFieldsWithAnnotation(head, ExcelProperty.class);
Map<String, Field> excelColumnSelectFields = getFieldsWithAnnotation(head, ExcelColumnSelect.class);
int colIndex = 0;
for (String fieldName : excelPropertyFields.keySet()) {
Field field = excelColumnSelectFields.get(fieldName);
if (field != null) {
// ExcelProperty 有一个自定义列索引的属性 index 兼容这个字段
int index = field.getAnnotation(ExcelProperty.class).index();
if (index != -1) {
colIndex = index;
}
getSelectDataList(colIndex, field);
}
colIndex++;
}
selectMap.sort(Comparator.comparing(item -> item.getValue().size())); // 升序不然创建下拉会报错
}
/**
@ -83,12 +84,25 @@ public class SelectSheetWriteHandler implements SheetWriteHandler {
* @param field 字段
*/
private void getSelectDataList(int colIndex, Field field) {
EXCEL_COLUMN_SELECT_DATA_SERVICES.forEach(selectDataService -> {
List<String> stringList = selectDataService.handle(field.getAnnotation(ExcelColumnSelect.class).value());
if (CollUtil.isEmpty(stringList)) {
// 获得下拉注解信息
ExcelColumnSelect columnSelect = field.getAnnotation(ExcelColumnSelect.class);
String dictType = columnSelect.dictType();
if (StrUtil.isNotEmpty(dictType)) { // 情况一： 字典数据 （默认）
selectMap.put(colIndex, DictFrameworkUtils.getDictDataLabelList(dictType));
return;
}
String functionName = columnSelect.functionName();
if (StrUtil.isEmpty(functionName)) { // 情况二： 获取自定义数据
log.warn("[getSelectDataList]解析下拉数据失败,参数信息 dictType[{}] functionName[{}]", dictType, functionName);
return;
}
// 获得所有的下拉数据源获取方法
Map<String, ExcelColumnSelectFunction> functionMap = SpringUtil.getApplicationContext().getBeansOfType(ExcelColumnSelectFunction.class);
functionMap.values().forEach(func -> {
if (ObjUtil.notEqual(func.getName(), functionName)) {
return;
}
selectMap.add(new KeyValue<>(colIndex, stringList));
selectMap.put(colIndex, func.getOptions());
});
}
@ -101,10 +115,11 @@ public class SelectSheetWriteHandler implements SheetWriteHandler {
// 1. 获取相应操作对象
DataValidationHelper helper = writeSheetHolder.getSheet().getDataValidationHelper(); // 需要设置下拉框的 sheet 页的数据验证助手
Workbook workbook = writeWorkbookHolder.getWorkbook(); // 获得工作簿
List<KeyValue<Integer, List<String>>> keyValues = convertList(selectMap.entrySet(), entry -> new KeyValue<>(entry.getKey(), entry.getValue()));
keyValues.sort(Comparator.comparing(item -> item.getValue().size())); // 升序不然创建下拉会报错
// 2. 创建数据字典的 sheet 页
Sheet dictSheet = workbook.createSheet(DICT_SHEET_NAME);
for (KeyValue<Integer, List<String>> keyValue : selectMap) {
for (KeyValue<Integer, List<String>> keyValue : keyValues) {
int rowLength = keyValue.getValue().size();
// 2.1 设置字典 sheet 页的值 每一列一个字典项
for (int i = 0; i < rowLength; i++) {
@ -126,7 +141,7 @@ public class SelectSheetWriteHandler implements SheetWriteHandler {
KeyValue<Integer, List<String>> keyValue) {
// 1.1 创建可被其他单元格引用的名称
Name name = workbook.createName();
String excelColumn = ALPHABET.get(keyValue.getKey());
String excelColumn = ExcelUtil.indexToColName(keyValue.getKey());
// 1.2 下拉框数据来源 eg:字典sheet!$B1:$B2
String refers = DICT_SHEET_NAME + "!$" + excelColumn + "$1:$" + excelColumn + "$" + keyValue.getValue().size();
name.setNameName("dict" + keyValue.getKey()); // 设置名称的名字
@ -162,18 +177,4 @@ public class SelectSheetWriteHandler implements SheetWriteHandler {
return annotatedFields;
}
private static List<String> getExcelColumnNameList() {
// TODO @puhui999：是不是可以使用 ExcelUtil.indexToColName() 替代
ArrayList<String> strings = new ArrayList<>();
for (int i = 1; i <= 52; i++) { // 生成 52 列名称，需要更多请重写此方法
if (i <= 26) {
strings.add(String.valueOf((char) ('A' + i - 1))); // 使用 ASCII 码值转字母
} else {
strings.add(String.valueOf((char) ('A' + (i - 1) / 26 - 1)) + (char) ('A' + (i - 1) % 26));
}
}
return strings;
}
}

43
yudao-framework/yudao-spring-boot-starter-excel/src/main/java/cn/iocoder/yudao/framework/excel/core/service/ExcelColumnSelectDataService.java
View File

@ -1,43 +0,0 @@
package cn.iocoder.yudao.framework.excel.core.service;
import cn.hutool.core.util.StrUtil;
import java.util.Collections;
import java.util.List;
/**
* Excel 列下拉数据源获取接口
*
* 为什么不直接解析字典还搞个接口？考虑到有的下拉数据不是从字典中获取的所有需要做一个兼容
* TODO @puhui999：是不是 @ExcelColumnSelect 可以搞两个属性，一个 dictType，一个 functionName；如果 dictType，则默认走字典，否则走 functionName
* 这样的话，ExcelColumnSelectDataService 改成 ExcelColumnSelectFunction 用于获取数据。
*
* @author HUIHUI
*/
public interface ExcelColumnSelectDataService {
// TODO @puhui999：可以考虑改成 getName
/**
* 获得方法名称
*
* @return 方法名称
*/
String getFunctionName();
// TODO @puhui999：可以考虑改成 getOptions；因为 select 下面是 option 哈，和前端 html 类似的标签；
/**
* 获得列下拉数据源
*
* @return 下拉数据源
*/
List<String> getSelectDataList();
// TODO @puhui999：这个建议放到 SelectSheetWriteHandler 里
default List<String> handle(String funcName) {
if (StrUtil.isEmptyIfStr(funcName) || !StrUtil.equals(getFunctionName(), funcName)) {
return Collections.emptyList();
}
return getSelectDataList();
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java
View File

@ -3,15 +3,19 @@ package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - 商机转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessTransferReqVO {
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "商机编号不能为空")
private Long id;
private Long bizId;
/**
* 新负责人的用户编号

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransferReqVO.java
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@ -12,7 +12,7 @@ public class CrmClueTransferReqVO {
@Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "线索编号不能为空")
private Long id;
private Long bizId;
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactTransferReqVO.java
View File

@ -2,17 +2,21 @@ package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import jakarta.validation.constraints.NotNull;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - CRM 联系人转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmContactTransferReqVO {
@Schema(description = "联系人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "联系人编号不能为空")
private Long id;
private Long bizId;
/**
* 新负责人的用户编号

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/contract/CrmContractTransferReqVO.java
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@ -3,17 +3,21 @@ package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import jakarta.validation.constraints.NotNull;
import lombok.NoArgsConstructor;
@Schema(description = "管理后台 - CRM 合同转移 Request VO")
@Data
@NoArgsConstructor
@AllArgsConstructor
public class CrmContractTransferReqVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "联系人编号不能为空")
private Long id;
private Long bizId;
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")

2
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
View File

@ -62,8 +62,6 @@ public class CrmCustomerController {
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DictDataApi dictDataApi;
@PostMapping("/create")
@Operation(summary = "创建客户")

13
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerImportExcelVO.java
View File

@ -4,10 +4,7 @@ import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.annotations.ExcelColumnSelect;
import cn.iocoder.yudao.framework.excel.core.convert.AreaConvert;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.crm.framework.excel.service.AreaExcelColumnSelectDataServiceImpl;
import cn.iocoder.yudao.module.crm.framework.excel.service.CrmCustomerIndustryExcelColumnSelectDataServiceImpl;
import cn.iocoder.yudao.module.crm.framework.excel.service.CrmCustomerLevelExcelColumnSelectDataServiceImpl;
import cn.iocoder.yudao.module.crm.framework.excel.service.CrmCustomerSourceExcelColumnSelectDataServiceImpl;
import cn.iocoder.yudao.module.crm.framework.excel.core.AreaExcelColumnSelectFunctionImpl;
import com.alibaba.excel.annotation.ExcelProperty;
import lombok.AllArgsConstructor;
import lombok.Builder;
@ -46,7 +43,7 @@ public class CrmCustomerImportExcelVO {
private String email;
@ExcelProperty(value = "地区", converter = AreaConvert.class)
@ExcelColumnSelect(AreaExcelColumnSelectDataServiceImpl.FUNCTION_NAME)
@ExcelColumnSelect(functionName = AreaExcelColumnSelectFunctionImpl.NAME)
private Integer areaId;
@ExcelProperty("详细地址")
@ -54,17 +51,17 @@ public class CrmCustomerImportExcelVO {
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
@ExcelColumnSelect(CrmCustomerIndustryExcelColumnSelectDataServiceImpl.FUNCTION_NAME)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_LEVEL)
@ExcelColumnSelect(CrmCustomerLevelExcelColumnSelectDataServiceImpl.FUNCTION_NAME)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_LEVEL)
private Integer level;
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_SOURCE)
@ExcelColumnSelect(CrmCustomerSourceExcelColumnSelectDataServiceImpl.FUNCTION_NAME)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_SOURCE)
private Integer source;
@ExcelProperty("备注")

10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java
View File

@ -5,13 +5,15 @@ import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.util.List;
@Schema(description = "管理后台 - CRM 客户转移 Request VO")
@Data
public class CrmCustomerTransferReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "客户编号不能为空")
private Long id;
private Long bizId;
/**
* 新负责人的用户编号
@ -28,4 +30,10 @@ public class CrmCustomerTransferReqVO {
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer oldOwnerPermissionLevel;
/**
* 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择
*/
@Schema(description = "同时转移", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private List<Integer> toBizTypes;
}

58
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
View File

@ -5,12 +5,19 @@ import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
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.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
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.dept.DeptApi;
@ -27,13 +34,11 @@ import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.util.Collection;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.*;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@ -50,7 +55,12 @@ public class CrmPermissionController {
@Resource
private CrmPermissionService permissionService;
@Resource
private CrmContactService contactService;
@Resource
private CrmBusinessService businessService;
@Resource
private CrmContractService contractService;
@Resource
private AdminUserApi adminUserApi;
@Resource
@ -60,13 +70,47 @@ public class CrmPermissionController {
@PostMapping("/create")
@Operation(summary = "创建数据权限")
@Transactional(rollbackFor = Exception.class)
@PreAuthorize("@ss.hasPermission('crm:permission:create')")
@CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionCreateReqVO reqVO) {
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionSaveReqVO reqVO) {
permissionService.createPermission(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
if (CollUtil.isNotEmpty(reqVO.getToBizTypes())) {
createBizTypePermissions(reqVO);
}
return success(true);
}
private void createBizTypePermissions(CrmPermissionSaveReqVO reqVO) {
List<CrmPermissionCreateReqBO> createPermissions = new ArrayList<>();
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTACT.getType())) {
List<CrmContactDO> contactList = contactService.getContactListByCustomerIdOwnerUserId(reqVO.getBizId(), getLoginUserId());
contactList.forEach(item -> {
createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CONTACT.getType())
.setBizId(item.getId()).setUserId(reqVO.getUserId()).setLevel(reqVO.getLevel()));
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_BUSINESS.getType())) {
List<CrmBusinessDO> businessList = businessService.getBusinessListByCustomerIdOwnerUserId(reqVO.getBizId(), getLoginUserId());
businessList.forEach(item -> {
createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType())
.setBizId(item.getId()).setUserId(reqVO.getUserId()).setLevel(reqVO.getLevel()));
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTRACT.getType())) {
List<CrmContractDO> contractList = contractService.getContractListByCustomerIdOwnerUserId(reqVO.getBizId(), getLoginUserId());
contractList.forEach(item -> {
createPermissions.add(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CONTRACT.getType())
.setBizId(item.getId()).setUserId(reqVO.getUserId()).setLevel(reqVO.getLevel()));
});
}
if (CollUtil.isEmpty(createPermissions)) {
return;
}
permissionService.createPermissionBatch(createPermissions);
}
@PutMapping("/update")
@Operation(summary = "编辑数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:update')")

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionCreateReqVO.java
View File

@ -1,14 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 数据权限创建 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmPermissionCreateReqVO extends CrmPermissionBaseVO {
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionRespVO.java
View File

@ -1,6 +1,10 @@
package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
@ -8,11 +12,29 @@ import java.util.Set;
@Schema(description = "管理后台 - CRM 数据权限 Response VO")
@Data
public class CrmPermissionRespVO extends CrmPermissionBaseVO {
public class CrmPermissionRespVO {
@Schema(description = "数据权限编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "123456")
@NotNull(message = "用户编号不能为空")
private Long userId;
@Schema(description = "CRM 类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmBizTypeEnum.class)
@NotNull(message = "CRM 类型不能为空")
private Integer bizType;
@Schema(description = "CRM 类型数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@NotNull(message = "CRM 类型数据编号不能为空")
private Long bizId;
@Schema(description = "权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmPermissionLevelEnum.class)
@NotNull(message = "权限级别不能为空")
private Integer level;
@Schema(description = "用户昵称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String nickname;

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionBaseVO.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionSaveReqVO.java
View File

@ -8,14 +8,11 @@ import lombok.Data;
import jakarta.validation.constraints.NotNull;
/**
* 数据权限 Base VO，提供给添加、修改、详细的子 VO 使用
* 如果子 VO 存在差异的字段，请不要添加到这里，影响 Swagger 文档生成
*
* @author HUIHUI
*/
import java.util.List;
@Schema(description = "管理后台 - CRM 数据权限创建/更新 Request VO")
@Data
public class CrmPermissionBaseVO {
public class CrmPermissionSaveReqVO {
@Schema(description = "用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "123456")
@NotNull(message = "用户编号不能为空")
@ -35,4 +32,10 @@ public class CrmPermissionBaseVO {
@NotNull(message = "权限级别不能为空")
private Integer level;
/**
* 添加客户团队成员时，需要额外有【联系人】【商机】【合同】的 checkbox 选择
*/
@Schema(description = "同时添加", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private List<Integer> toBizTypes;
}

8
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
View File

@ -6,12 +6,14 @@ 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.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmPermissionUtils;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import java.util.Collection;
import java.util.List;
/**
* 商机 Mapper
@ -57,4 +59,10 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId);
}
default List<CrmBusinessDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId){
return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
.eq(CrmBusinessDO::getCustomerId, customerId)
.eq(CrmBusinessDO::getOwnerUserId, ownerUserId));
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contact/CrmContactMapper.java
View File

@ -73,4 +73,10 @@ public interface CrmContactMapper extends BaseMapperX<CrmContactDO> {
return selectList(CrmContactDO::getCustomerId, customerId);
}
default List<CrmContactDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return selectList(new LambdaQueryWrapperX<CrmContactDO>()
.eq(CrmContactDO::getCustomerId, customerId)
.eq(CrmContactDO::getOwnerUserId, ownerUserId));
}
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java
View File

@ -117,4 +117,10 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
return selectCount(query);
}
default List<CrmContractDO> selectListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return selectList(new LambdaQueryWrapperX<CrmContractDO>()
.eq(CrmContractDO::getCustomerId, customerId)
.eq(CrmContractDO::getOwnerUserId, ownerUserId));
}
}

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/service/AreaExcelColumnSelectDataServiceImpl.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/core/AreaExcelColumnSelectFunctionImpl.java
View File

@ -1,6 +1,6 @@
package cn.iocoder.yudao.module.crm.framework.excel.service;
package cn.iocoder.yudao.module.crm.framework.excel.core;
import cn.iocoder.yudao.framework.excel.core.service.ExcelColumnSelectDataService;
import cn.iocoder.yudao.framework.excel.core.function.ExcelColumnSelectFunction;
import cn.iocoder.yudao.framework.ip.core.Area;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import org.springframework.stereotype.Service;
@ -13,17 +13,17 @@ import java.util.List;
* @author HUIHUI
*/
@Service
public class AreaExcelColumnSelectDataServiceImpl implements ExcelColumnSelectDataService {
public class AreaExcelColumnSelectFunctionImpl implements ExcelColumnSelectFunction {
public static final String FUNCTION_NAME = "getCrmAreaNameList"; // 防止和别的模块重名
public static final String NAME = "getCrmAreaNameList"; // 防止和别的模块重名
@Override
public String getFunctionName() {
return FUNCTION_NAME;
public String getName() {
return NAME;
}
@Override
public List<String> getSelectDataList() {
public List<String> getOptions() {
// 获取地区下拉数据
// TODO @puhui999：嘿嘿，这里改成省份、城市、区域，三个选项，难度大么？
Area area = AreaUtils.getArea(Area.ID_CHINA);

1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/package-info.java
View File

@ -1,2 +1 @@
// TODO @puhui999：在 framework 目录，保持 config 和 core 目录的风格哈；
package cn.iocoder.yudao.module.crm.framework.excel;

35
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/service/CrmCustomerIndustryExcelColumnSelectDataServiceImpl.java
View File

@ -1,35 +0,0 @@
package cn.iocoder.yudao.module.crm.framework.excel.service;
import cn.iocoder.yudao.framework.excel.core.service.ExcelColumnSelectDataService;
import cn.iocoder.yudao.module.system.api.dict.DictDataApi;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Service;
import java.util.List;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
/**
* Excel 客户所属行业列下拉数据源获取接口实现类
*
* @author HUIHUI
*/
@Service
public class CrmCustomerIndustryExcelColumnSelectDataServiceImpl implements ExcelColumnSelectDataService {
public static final String FUNCTION_NAME = "getCrmCustomerIndustryList";
@Resource
private DictDataApi dictDataApi;
@Override
public String getFunctionName() {
return FUNCTION_NAME;
}
@Override
public List<String> getSelectDataList() {
return dictDataApi.getDictDataLabelList(CRM_CUSTOMER_INDUSTRY);
}
}

35
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/service/CrmCustomerLevelExcelColumnSelectDataServiceImpl.java
View File

@ -1,35 +0,0 @@
package cn.iocoder.yudao.module.crm.framework.excel.service;
import cn.iocoder.yudao.framework.excel.core.service.ExcelColumnSelectDataService;
import cn.iocoder.yudao.module.system.api.dict.DictDataApi;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Service;
import java.util.List;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL;
/**
* Excel 客户等级列下拉数据源获取接口实现类
*
* @author HUIHUI
*/
@Service
public class CrmCustomerLevelExcelColumnSelectDataServiceImpl implements ExcelColumnSelectDataService {
public static final String FUNCTION_NAME = "getCrmCustomerLevelList";
@Resource
private DictDataApi dictDataApi;
@Override
public String getFunctionName() {
return FUNCTION_NAME;
}
@Override
public List<String> getSelectDataList() {
return dictDataApi.getDictDataLabelList(CRM_CUSTOMER_LEVEL);
}
}

35
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/excel/service/CrmCustomerSourceExcelColumnSelectDataServiceImpl.java
View File

@ -1,35 +0,0 @@
package cn.iocoder.yudao.module.crm.framework.excel.service;
import cn.iocoder.yudao.framework.excel.core.service.ExcelColumnSelectDataService;
import cn.iocoder.yudao.module.system.api.dict.DictDataApi;
import jakarta.annotation.Resource;
import org.springframework.stereotype.Service;
import java.util.List;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE;
/**
* Excel 客户来源列下拉数据源获取接口实现类
*
* @author HUIHUI
*/
@Service
public class CrmCustomerSourceExcelColumnSelectDataServiceImpl implements ExcelColumnSelectDataService {
public static final String FUNCTION_NAME = "getCrmCustomerSourceList";
@Resource
private DictDataApi dictDataApi;
@Override
public String getFunctionName() {
return FUNCTION_NAME;
}
@Override
public List<String> getSelectDataList() {
return dictDataApi.getDictDataLabelList(CRM_CUSTOMER_SOURCE);
}
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
View File

@ -46,8 +46,8 @@ public interface CrmBusinessService {
/**
* 更新商机相关跟进信息
*
* @param id 编号
* @param contactNextTime 下次联系时间
* @param id 编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateBusinessFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
@ -55,7 +55,7 @@ public interface CrmBusinessService {
/**
* 更新商机的下次联系时间
*
* @param ids 编号数组
* @param ids 编号数组
* @param contactNextTime 下次联系时间
*/
void updateBusinessContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
@ -185,4 +185,13 @@ public interface CrmBusinessService {
return status.getName();
}
/**
* 获得商机列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 商机列表
*/
List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
View File

@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.service.business;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
@ -23,6 +24,7 @@ import cn.iocoder.yudao.module.crm.service.contact.CrmContactBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
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.customer.CrmCustomerServiceImpl;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@ -204,7 +206,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
private List<CrmBusinessProductDO> validateBusinessProducts(List<CrmBusinessSaveReqVO.Product> list) {
// 1. 校验产品存在
productService.validProductList(convertSet(list, CrmBusinessSaveReqVO.Product::getProductId));
productService.validProductList(convertSet(list, CrmBusinessSaveReqVO.Product::getProductId));
// 2. 转化为 CrmBusinessProductDO 列表
return convertList(list, o -> BeanUtils.toBean(o, CrmBusinessProductDO.class,
item -> item.setTotalPrice(MoneyUtils.priceMultiply(item.getBusinessPrice(), item.getCount()))));
@ -234,7 +236,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
}
// 1.4 校验是不是状态没变更
if ((reqVO.getStatusId() != null && reqVO.getStatusId().equals(business.getStatusId()))
|| (reqVO.getEndStatus() != null && reqVO.getEndStatus().equals(business.getEndStatus()))) {
|| (reqVO.getEndStatus() != null && reqVO.getEndStatus().equals(business.getEndStatus()))) {
throw exception(BUSINESS_UPDATE_STATUS_FAIL_STATUS_EQUALS);
}
@ -292,18 +294,18 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_BUSINESS_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferBusiness(CrmBusinessTransferReqVO reqVO, Long userId) {
// 1 校验商机是否存在
CrmBusinessDO business = validateBusinessExists(reqVO.getId());
CrmBusinessDO business = validateBusinessExists(reqVO.getBizId());
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_BUSINESS.getType(),
reqVO.getNewOwnerUserId(), reqVO.getId(), CrmPermissionLevelEnum.OWNER.getLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), CrmPermissionLevelEnum.OWNER.getLevel()));
// 2.2 设置新的负责人
businessMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
businessMapper.updateOwnerUserIdById(reqVO.getBizId(), reqVO.getNewOwnerUserId());
// 记录操作日志上下文
LogRecordContext.putVariable("business", business);
@ -370,4 +372,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
return businessMapper.selectCountByStatusTypeId(statusTypeId);
}
@Override
public List<CrmBusinessDO> getBusinessListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return businessMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
View File

@ -159,18 +159,18 @@ public class CrmClueServiceImpl implements CrmClueService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CLUE_TYPE, subType = CRM_CLUE_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CLUE_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CLUE, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferClue(CrmClueTransferReqVO reqVO, Long userId) {
// 1 校验线索是否存在
CrmClueDO clue = validateClueExists(reqVO.getId());
CrmClueDO clue = validateClueExists(reqVO.getBizId());
// 2.1 数据权限转移
crmPermissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CLUE.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置新的负责人
clueMapper.updateById(new CrmClueDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
clueMapper.updateById(new CrmClueDO().setId(reqVO.getBizId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
// 3. 记录转移日志
LogRecordContext.putVariable("clue", clue);

13
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
View File

@ -75,8 +75,8 @@ public interface CrmContactService {
/**
* 更新联系人的下次联系时间
*
* @param ids 编号数组
* @param contactNextTime 下次联系时间
* @param ids 编号数组
* @param contactNextTime 下次联系时间
*/
void updateContactContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
@ -160,4 +160,13 @@ public interface CrmContactService {
*/
Long getContactCountByCustomerId(Long customerId);
/**
* 获得联系人列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 联系人列表
*/
List<CrmContactDO> getContactListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

17
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
View File

@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.service.contact;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
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.contact.vo.CrmContactBusinessReqVO;
@ -17,6 +18,7 @@ import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPerm
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
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.customer.CrmCustomerServiceImpl;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@ -177,18 +179,18 @@ public class CrmContactServiceImpl implements CrmContactService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CONTACT_TYPE, subType = CRM_CONTACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CONTACT_TYPE, subType = CRM_CONTACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CONTACT_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferContact(CrmContactTransferReqVO reqVO, Long userId) {
// 1 校验联系人是否存在
CrmContactDO contact = validateContactExists(reqVO.getId());
CrmContactDO contact = validateContactExists(reqVO.getBizId());
// 2.1 数据权限转移
permissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CONTACT.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置新的负责人
contactMapper.updateById(new CrmContactDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
contactMapper.updateById(new CrmContactDO().setId(reqVO.getBizId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
// 3. 记录转移日志
LogRecordContext.putVariable("contact", contact);
@ -298,4 +300,9 @@ public class CrmContactServiceImpl implements CrmContactService {
return contactMapper.selectCount(CrmContactDO::getCustomerId, customerId);
}
@Override
public List<CrmContactDO> getContactListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return contactMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java
View File

@ -58,8 +58,8 @@ public interface CrmContractService {
/**
* 更新合同相关的更进信息
*
* @param id 合同编号
* @param contactNextTime 下次联系时间
* @param id 合同编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateContractFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
@ -75,7 +75,7 @@ public interface CrmContractService {
/**
* 更新合同流程审批结果
*
* @param id 合同编号
* @param id 合同编号
* @param bpmResult BPM 审批结果
*/
void updateContractAuditStatus(Long id, Integer bpmResult);
@ -193,4 +193,13 @@ public interface CrmContractService {
*/
Long getRemindContractCount(Long userId);
/**
* 获得合同列表
*
* @param customerId 客户编号
* @param ownerUserId 负责人编号
* @return 合同列表
*/
List<CrmContractDO> getContractListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId);
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java
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@ -4,6 +4,7 @@ import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.core.lang.Assert;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
@ -26,6 +27,7 @@ import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPerm
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerServiceImpl;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@ -229,7 +231,7 @@ public class CrmContractServiceImpl implements CrmContractService {
// 1.1 校验存在
CrmContractDO contract = validateContractExists(id);
// 1.2 如果被 CrmReceivableDO 所使用，则不允许删除
if (CollUtil.isNotEmpty(receivableService.getReceivableByContractId(contract.getId()))) {
if (receivableService.getReceivableByContractId(contract.getId()) != 0) {
throw exception(CONTRACT_DELETE_FAIL);
}
@ -252,18 +254,18 @@ public class CrmContractServiceImpl implements CrmContractService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CONTRACT_TYPE, subType = CRM_CONTRACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CONTRACT_TYPE, subType = CRM_CONTRACT_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CONTRACT_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public void transferContract(CrmContractTransferReqVO reqVO, Long userId) {
// 1. 校验合同是否存在
CrmContractDO contract = validateContractExists(reqVO.getId());
CrmContractDO contract = validateContractExists(reqVO.getBizId());
// 2.1 数据权限转移
crmPermissionService.transferPermission(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CONTRACT.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 设置负责人
contractMapper.updateById(new CrmContractDO().setId(reqVO.getId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
contractMapper.updateById(new CrmContractDO().setId(reqVO.getBizId()).setOwnerUserId(reqVO.getNewOwnerUserId()));
// 3. 记录转移日志
LogRecordContext.putVariable("contract", contract);
@ -407,4 +409,9 @@ public class CrmContractServiceImpl implements CrmContractService {
return contractMapper.selectCountByRemind(userId, config);
}
@Override
public List<CrmContractDO> getContractListByCustomerIdOwnerUserId(Long customerId, Long ownerUserId) {
return contractMapper.selectListByCustomerIdOwnerUserId(customerId, ownerUserId);
}
}

52
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
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@ -9,7 +9,13 @@ import cn.iocoder.yudao.framework.common.exception.ServiceException;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
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.customer.CrmCustomerLimitConfigDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
@ -193,26 +199,60 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
@Override
@Transactional(rollbackFor = Exception.class)
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.bizId}}",
success = CRM_CUSTOMER_TRANSFER_SUCCESS)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.bizId", 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());
CrmCustomerDO customer = validateCustomerExists(reqVO.getBizId());
// 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(new CrmPermissionTransferReqBO(userId, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
reqVO.getId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
reqVO.getBizId(), reqVO.getNewOwnerUserId(), reqVO.getOldOwnerPermissionLevel()));
// 2.2 转移后重新设置负责人
customerMapper.updateById(new CrmCustomerDO().setId(reqVO.getId())
customerMapper.updateById(new CrmCustomerDO().setId(reqVO.getBizId())
.setOwnerUserId(reqVO.getNewOwnerUserId()).setOwnerTime(LocalDateTime.now()));
// 2.3 同时转移
if (CollUtil.isNotEmpty(reqVO.getToBizTypes())) {
transfer(reqVO, userId);
}
// 3. 记录转移日志
LogRecordContext.putVariable("customer", customer);
}
/**
* 转移客户时，需要额外有【联系人】【商机】【合同】
*
* @param reqVO 请求
* @param userId 用户编号
*/
private void transfer(CrmCustomerTransferReqVO reqVO, Long userId) {
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTACT.getType())) {
List<CrmContactDO> contactList = contactService.getContactListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
contactList.forEach(item -> {
contactService.transferContact(new CrmContactTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_BUSINESS.getType())) {
List<CrmBusinessDO> businessList = businessService.getBusinessListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
businessList.forEach(item -> {
businessService.transferBusiness(new CrmBusinessTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
if (reqVO.getToBizTypes().contains(CrmBizTypeEnum.CRM_CONTRACT.getType())) {
List<CrmContractDO> contractList = contractService.getContractListByCustomerIdOwnerUserId(reqVO.getBizId(), userId);
contractList.forEach(item -> {
contractService.transferContract(new CrmContractTransferReqVO(item.getId(), reqVO.getNewOwnerUserId(),
reqVO.getOldOwnerPermissionLevel()), userId);
});
}
}
@Override
@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_LOCK_SUB_TYPE, bizNo = "{{#lockReqVO.id}}",
success = CRM_CUSTOMER_LOCK_SUCCESS)

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableService.java
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@ -122,13 +122,12 @@ public interface CrmReceivableService {
*/
Map<Long, BigDecimal> getReceivablePriceMapByContractId(Collection<Long> contractIds);
// TODO @puhui999：这个搞成根据数量判断，会更好一点哈；
/**
* 更具合同编号查询回款列表
*
* @param contractId 合同编号
* @return 回款
*/
List<CrmReceivableDO> getReceivableByContractId(Long contractId);
Long getReceivableByContractId(Long contractId);
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableServiceImpl.java
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@ -302,8 +302,8 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
}
@Override
public List<CrmReceivableDO> getReceivableByContractId(Long contractId) {
return receivableMapper.selectList(CrmReceivableDO::getContractId, contractId);
public Long getReceivableByContractId(Long contractId) {
return receivableMapper.selectCount(CrmReceivableDO::getContractId, contractId);
}
}