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CRM: 客户自动掉入公海
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@ -70,5 +70,9 @@
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<groupId>cn.iocoder.boot</groupId>
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<groupId>cn.iocoder.boot</groupId>
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<artifactId>yudao-spring-boot-starter-test</artifactId>
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<artifactId>yudao-spring-boot-starter-test</artifactId>
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</dependency>
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</dependency>
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<dependency>
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<groupId>cn.iocoder.boot</groupId>
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<artifactId>yudao-spring-boot-starter-biz-tenant</artifactId>
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</dependency>
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</dependencies>
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</dependencies>
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</project>
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</project>
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@ -10,6 +10,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageR
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import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
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import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
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import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
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import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
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import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
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import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
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import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
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import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
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import org.apache.ibatis.annotations.Mapper;
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import org.apache.ibatis.annotations.Mapper;
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import org.springframework.lang.Nullable;
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import org.springframework.lang.Nullable;
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@ -99,4 +100,10 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
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return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
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return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
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}
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}
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default List<CrmCustomerDO> selectListByLockStatusAndOwnerUserIdNotNull(Boolean lockStatus) {
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return selectList(new LambdaQueryWrapper<CrmCustomerDO>()
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.eq(CrmCustomerDO::getLockStatus, lockStatus)
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.isNotNull(CrmCustomerDO::getOwnerUserId));
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}
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}
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}
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@ -0,0 +1,27 @@
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package cn.iocoder.yudao.module.crm.job.customer;
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import cn.iocoder.yudao.framework.quartz.core.handler.JobHandler;
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import cn.iocoder.yudao.framework.tenant.core.job.TenantJob;
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import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
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import jakarta.annotation.Resource;
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import org.springframework.stereotype.Component;
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/**
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* 客户自动掉入公海 Job
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*
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* @author 芋道源码
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*/
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@Component
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public class CrmCustomerAutoPutPoolJob implements JobHandler {
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@Resource
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private CrmCustomerService customerService;
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@Override
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@TenantJob
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public String execute(String param) {
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int count = customerService.customerAutoPutPoolBySystem();
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return String.format("掉入公海客户 %s 个", count);
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}
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}
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@ -0,0 +1 @@
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package cn.iocoder.yudao.module.crm.job;
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@ -126,4 +126,11 @@ public interface CrmCustomerService {
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*/
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*/
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void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
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void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
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/**
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* 【系统】客户自动掉入公海
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*
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* @return 掉入公海数量
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*/
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int customerAutoPutPoolBySystem();
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}
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}
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@ -2,9 +2,11 @@ package cn.iocoder.yudao.module.crm.service.customer;
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import cn.hutool.core.collection.CollUtil;
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import cn.hutool.core.collection.CollUtil;
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import cn.hutool.core.lang.Assert;
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import cn.hutool.core.lang.Assert;
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import cn.hutool.core.util.ObjUtil;
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import cn.hutool.extra.spring.SpringUtil;
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import cn.hutool.extra.spring.SpringUtil;
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import cn.iocoder.yudao.framework.common.pojo.PageResult;
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import cn.iocoder.yudao.framework.common.pojo.PageResult;
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import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
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import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
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import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
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import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
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import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
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import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerLockReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerLockReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
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@ -13,6 +15,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTrans
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import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
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import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
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import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
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import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
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import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
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import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
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import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
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import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
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import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
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@ -31,6 +34,7 @@ import com.mzt.logapi.context.LogRecordContext;
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import com.mzt.logapi.service.impl.DiffParseFunction;
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import com.mzt.logapi.service.impl.DiffParseFunction;
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import com.mzt.logapi.starter.annotation.LogRecord;
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import com.mzt.logapi.starter.annotation.LogRecord;
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import jakarta.annotation.Resource;
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import jakarta.annotation.Resource;
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import lombok.extern.slf4j.Slf4j;
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import org.springframework.context.annotation.Lazy;
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import org.springframework.context.annotation.Lazy;
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import org.springframework.stereotype.Service;
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import org.springframework.stereotype.Service;
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import org.springframework.transaction.annotation.Transactional;
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import org.springframework.transaction.annotation.Transactional;
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@ -55,6 +59,7 @@ import static java.util.Collections.singletonList;
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* @author Wanwan
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* @author Wanwan
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*/
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*/
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@Service
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@Service
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@Slf4j
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@Validated
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@Validated
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public class CrmCustomerServiceImpl implements CrmCustomerService {
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public class CrmCustomerServiceImpl implements CrmCustomerService {
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@ -67,6 +72,9 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
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private CrmCustomerLimitConfigService customerLimitConfigService;
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private CrmCustomerLimitConfigService customerLimitConfigService;
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@Resource
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@Resource
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@Lazy
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@Lazy
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private CrmCustomerPoolConfigService customerPoolConfigService;
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@Resource
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@Lazy
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private CrmContactService contactService;
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private CrmContactService contactService;
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@Resource
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@Resource
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@Lazy
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@Lazy
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@ -245,17 +253,8 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
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// 1.3. 校验客户是否锁定
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// 1.3. 校验客户是否锁定
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validateCustomerIsLocked(customer, true);
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validateCustomerIsLocked(customer, true);
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// 2.1 设置负责人为 NULL
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// 2. 客户放入公海
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int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
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putCustomerPool(customer);
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if (updateOwnerUserIncr == 0) {
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throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
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}
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// 2.2 删除负责人数据权限
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permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
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CrmPermissionLevelEnum.OWNER.getLevel());
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// 3. 联系人的负责人,也要设置为 null。因为:因为领取后,负责人也要关联过来,这块和 receiveCustomer 是对应的
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contactService.updateOwnerUserIdByCustomerId(customer.getId(), null);
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// 记录操作日志上下文
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// 记录操作日志上下文
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LogRecordContext.putVariable("customerName", customer.getName());
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LogRecordContext.putVariable("customerName", customer.getName());
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@ -313,6 +312,49 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
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}
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}
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}
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}
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@Override
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public int customerAutoPutPoolBySystem() {
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CrmCustomerPoolConfigDO poolConfig = customerPoolConfigService.getCustomerPoolConfig();
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if (poolConfig == null || !poolConfig.getEnabled()) {
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return 0;
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}
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// 获取没有锁定的不在公海的客户
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List<CrmCustomerDO> customerList = customerMapper.selectListByLockStatusAndOwnerUserIdNotNull(Boolean.FALSE);
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List<CrmCustomerDO> poolCustomerList = CollectionUtils.filterList(customerList, customer -> {
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// 1.1 未成交放入公海
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if (!customer.getDealStatus()) {
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return (poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getCreateTime())) <= 0;
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}
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// 1.2 未跟进放入公海
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LocalDateTime lastTime = ObjUtil.defaultIfNull(customer.getContactLastTime(), customer.getCreateTime());
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return (poolConfig.getContactExpireDays() - LocalDateTimeUtils.between(lastTime)) <= 0;
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});
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int count = 0;
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for (CrmCustomerDO customer : poolCustomerList) {
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try {
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getSelf().putCustomerPool(customer);
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count++;
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} catch (Throwable e) {
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log.error("[customerAutoPutPoolBySystem][Customer 客户({}) 放入公海异常]", customer.getId(), e);
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}
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}
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return count;
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}
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private void putCustomerPool(CrmCustomerDO customer) {
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// 1. 设置负责人为 NULL
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int updateOwnerUserIncr = customerMapper.updateOwnerUserIdById(customer.getId(), null);
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if (updateOwnerUserIncr == 0) {
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throw exception(CUSTOMER_UPDATE_OWNER_USER_FAIL);
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}
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// 2. 删除负责人数据权限
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permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
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CrmPermissionLevelEnum.OWNER.getLevel());
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// 3. 联系人的负责人,也要设置为 null。因为:因为领取后,负责人也要关联过来,这块和 receiveCustomer 是对应的
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contactService.updateOwnerUserIdByCustomerId(customer.getId(), null);
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}
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@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_RECEIVE_SUB_TYPE, bizNo = "{{#customer.id}}",
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@LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_RECEIVE_SUB_TYPE, bizNo = "{{#customer.id}}",
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success = CRM_CUSTOMER_RECEIVE_SUCCESS)
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success = CRM_CUSTOMER_RECEIVE_SUCCESS)
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public void receiveCustomerLog(CrmCustomerDO customer, String ownerUserName) {
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public void receiveCustomerLog(CrmCustomerDO customer, String ownerUserName) {
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