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✨ 增加 CRM 模块

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YunaiV 2024-02-17 23:25:41 +08:00
parent 5f53986d5e
commit 0e55c4da6d
270 changed files with 17975 additions and 9 deletions
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1
pom.xml
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@ -20,6 +20,7 @@
<module>yudao-module-report</module>
<module>yudao-module-mp</module>
<module>yudao-module-mall</module>
<module>yudao-module-crm</module>
<module>yudao-module-erp</module>
</modules>

10
yudao-gateway/src/main/resources/application.yaml
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@ -145,6 +145,13 @@ spring:
- Path=/admin-api/erp/**
filters:
- RewritePath=/admin-api/erp/v3/api-docs, /v3/api-docs # 配置，保证转发到 /v3/api-docs
## crm-server 服务
- id: crm-admin-api # 路由的编号
uri: grayLb://crm-server
predicates: # 断言，作为路由的匹配条件，对应 RouteDefinition 数组
- Path=/admin-api/crm/**
filters:
- RewritePath=/admin-api/crm/v3/api-docs, /v3/api-docs # 配置，保证转发到 /v3/api-docs
x-forwarded:
prefix-enabled: false # 避免 Swagger 重复带上额外的 /admin-api/system 前缀
@ -186,6 +193,9 @@ knife4j:
- name: erp-server
service-name: erp-server
url: /admin-api/erp/v3/api-docs
- name: crm-server
service-name: crm-server
url: /admin-api/crm/v3/api-docs
--- #################### 芋道相关配置 ####################

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yudao-module-crm/pom.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<project xmlns="http://maven.apache.org/POM/4.0.0"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao</artifactId>
<version>${revision}</version>
</parent>
<modules>
<module>yudao-module-crm-api</module>
<module>yudao-module-crm-biz</module>
</modules>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-module-crm</artifactId>
<packaging>pom</packaging>
<name>${project.artifactId}</name>
<description>
crm 包下，客户关系管理（Customer Relationship Management）。
例如说：客户、联系人、商机、合同、回款等等
商业智能 BI 模块，包括：报表、图表、数据大屏等等
</description>
</project>

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yudao-module-crm/yudao-module-crm-api/pom.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<project xmlns="http://maven.apache.org/POM/4.0.0"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-module-crm</artifactId>
<version>${revision}</version>
</parent>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-module-crm-api</artifactId>
<packaging>jar</packaging>
<name>${project.artifactId}</name>
<description>
crm 模块 API，暴露给其它模块调用
</description>
<dependencies>
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-common</artifactId>
</dependency>
<!-- 参数校验 -->
<dependency>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-starter-validation</artifactId>
<optional>true</optional>
</dependency>
</dependencies>
</project>

4
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java Normal file
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@ -0,0 +1,4 @@
/**
* crm API 包，定义暴露给其它模块的 API
*/
package cn.iocoder.yudao.module.crm.api;

23
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ApiConstants.java Normal file
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@ -0,0 +1,23 @@
package cn.iocoder.yudao.module.crm.enums;
import cn.iocoder.yudao.framework.common.enums.RpcConstants;
/**
* API 相关的枚举
*
* @author 芋道源码
*/
public class ApiConstants {
/**
* 服务名
*
* 注意，需要保证和 spring.application.name 保持一致
*/
public static final String NAME = "crm-server";
public static final String PREFIX = RpcConstants.RPC_API_PREFIX + "/crm";
public static final String VERSION = "1.0.0";
}

18
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java Normal file
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@ -0,0 +1,18 @@
package cn.iocoder.yudao.module.crm.enums;
/**
* CRM 字典类型的枚举类
*
* @author 芋道源码
*/
public interface DictTypeConstants {
String CRM_CUSTOMER_INDUSTRY = "crm_customer_industry"; // CRM 客户所属行业
String CRM_CUSTOMER_LEVEL = "crm_customer_level"; // CRM 客户等级
String CRM_CUSTOMER_SOURCE = "crm_customer_source"; // CRM 客户来源
String CRM_AUDIT_STATUS = "crm_audit_status"; // CRM 审批状态
String CRM_PRODUCT_UNIT = "crm_product_unit"; // CRM 产品单位
String CRM_PRODUCT_STATUS = "crm_product_status"; // CRM 产品状态
String CRM_FOLLOW_UP_TYPE = "crm_follow_up_type"; // CRM 跟进方式
}

97
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java Normal file
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package cn.iocoder.yudao.module.crm.enums;
import cn.iocoder.yudao.framework.common.exception.ErrorCode;
/**
* CRM 错误码枚举类
* <p>
* crm 系统，使用 1-020-000-000 段
*/
public interface ErrorCodeConstants {
// ========== 合同管理 1-020-000-000 ==========
ErrorCode CONTRACT_NOT_EXISTS = new ErrorCode(1_020_000_000, "合同不存在");
ErrorCode CONTRACT_UPDATE_FAIL_EDITING_PROHIBITED = new ErrorCode(1_020_000_001, "更新合同失败，原因：禁止编辑");
ErrorCode CONTRACT_SUBMIT_FAIL_NOT_DRAFT = new ErrorCode(1_020_000_002, "合同提交审核失败，原因：合同没处在未提交状态");
// ========== 线索管理 1-020-001-000 ==========
ErrorCode CLUE_NOT_EXISTS = new ErrorCode(1_020_001_000, "线索不存在");
ErrorCode CLUE_ANY_CLUE_NOT_EXISTS = new ErrorCode(1_020_001_001, "线索【{}】不存在");
ErrorCode CLUE_ANY_CLUE_ALREADY_TRANSLATED = new ErrorCode(1_020_001_002, "线索【{}】已经转化过了，请勿重复转化");
// ========== 商机管理 1-020-002-000 ==========
ErrorCode BUSINESS_NOT_EXISTS = new ErrorCode(1_020_002_000, "商机不存在");
ErrorCode BUSINESS_CONTRACT_EXISTS = new ErrorCode(1_020_002_001, "商机已关联合同，不能删除");
// TODO @lilleo：商机状态、商机类型，都单独错误码段
// ========== 联系人管理 1-020-003-000 ==========
ErrorCode CONTACT_NOT_EXISTS = new ErrorCode(1_020_003_000, "联系人不存在");
ErrorCode CONTACT_BUSINESS_LINK_NOT_EXISTS = new ErrorCode(1_020_003_001, "联系人商机关联不存在");
ErrorCode CONTACT_DELETE_FAIL_CONTRACT_LINK_EXISTS = new ErrorCode(1_020_003_002, "联系人已关联合同，不能删除");
// ========== 回款 1-020-004-000 ==========
ErrorCode RECEIVABLE_NOT_EXISTS = new ErrorCode(1_020_004_000, "回款不存在");
// ========== 合同管理 1-020-005-000 ==========
ErrorCode RECEIVABLE_PLAN_NOT_EXISTS = new ErrorCode(1_020_005_000, "回款计划不存在");
// ========== 客户管理 1_020_006_000 ==========
ErrorCode CUSTOMER_NOT_EXISTS = new ErrorCode(1_020_006_000, "客户不存在");
ErrorCode CUSTOMER_OWNER_EXISTS = new ErrorCode(1_020_006_001, "客户【{}】已存在所属负责人");
ErrorCode CUSTOMER_LOCKED = new ErrorCode(1_020_006_002, "客户【{}】状态已锁定");
ErrorCode CUSTOMER_ALREADY_DEAL = new ErrorCode(1_020_006_003, "客户已交易");
ErrorCode CUSTOMER_IN_POOL = new ErrorCode(1_020_006_004, "客户【{}】放入公海失败，原因：已经是公海客户");
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, "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");
ErrorCode CUSTOMER_DELETE_FAIL_HAVE_REFERENCE = new ErrorCode(1_020_006_011, "删除客户失败，有关联{}");
ErrorCode CUSTOMER_IMPORT_LIST_IS_EMPTY = new ErrorCode(1_020_006_012, "导入客户数据不能为空！");
ErrorCode CUSTOMER_CREATE_NAME_NOT_NULL = new ErrorCode(1_020_006_013, "客户名称不能为空！");
ErrorCode CUSTOMER_NAME_EXISTS = new ErrorCode(1_020_006_014, "已存在名为【{}】的客户！");
// ========== 权限管理 1_020_007_000 ==========
ErrorCode CRM_PERMISSION_NOT_EXISTS = new ErrorCode(1_020_007_000, "数据权限不存在");
ErrorCode CRM_PERMISSION_DENIED = new ErrorCode(1_020_007_001, "{}操作失败，原因：没有权限");
ErrorCode CRM_PERMISSION_MODEL_NOT_EXISTS = new ErrorCode(1_020_007_002, "{}不存在");
ErrorCode CRM_PERMISSION_MODEL_TRANSFER_FAIL_OWNER_USER_EXISTS = new ErrorCode(1_020_007_003, "{}操作失败，原因：转移对象已经是该负责人");
ErrorCode CRM_PERMISSION_DELETE_FAIL = new ErrorCode(1_020_007_004, "删除数据权限失败，原因：批量删除权限的时候，只能属于同一个 bizId 下");
ErrorCode CRM_PERMISSION_DELETE_FAIL_EXIST_OWNER = new ErrorCode(1_020_007_005, "删除数据权限失败，原因：存在负责人");
ErrorCode CRM_PERMISSION_DELETE_DENIED = new ErrorCode(1_020_007_006, "删除数据权限失败，原因：没有权限");
ErrorCode CRM_PERMISSION_DELETE_SELF_PERMISSION_FAIL_EXIST_OWNER = new ErrorCode(1_020_007_007, "删除数据权限失败，原因：不能删除负责人");
ErrorCode CRM_PERMISSION_CREATE_FAIL = new ErrorCode(1_020_007_008, "创建数据权限失败，原因：所加用户已有权限");
// ========== 产品 1_020_008_000 ==========
ErrorCode PRODUCT_NOT_EXISTS = new ErrorCode(1_020_008_000, "产品不存在");
ErrorCode PRODUCT_NO_EXISTS = new ErrorCode(1_020_008_001, "产品编号已存在");
// ========== 产品分类 1_020_009_000 ==========
ErrorCode PRODUCT_CATEGORY_NOT_EXISTS = new ErrorCode(1_020_009_000, "产品分类不存在");
ErrorCode PRODUCT_CATEGORY_EXISTS = new ErrorCode(1_020_009_001, "产品分类已存在");
ErrorCode PRODUCT_CATEGORY_USED = new ErrorCode(1_020_009_002, "产品分类已关联产品");
ErrorCode PRODUCT_CATEGORY_PARENT_NOT_EXISTS = new ErrorCode(1_020_009_003, "父分类不存在");
ErrorCode PRODUCT_CATEGORY_PARENT_NOT_FIRST_LEVEL = new ErrorCode(1_020_009_004, "父分类不能是二级分类");
ErrorCode product_CATEGORY_EXISTS_CHILDREN = new ErrorCode(1_020_009_005, "存在子分类，无法删除");
// ========== 商机状态类型 1_020_010_000 ==========
ErrorCode BUSINESS_STATUS_TYPE_NOT_EXISTS = new ErrorCode(1_020_010_000, "商机状态类型不存在");
ErrorCode BUSINESS_STATUS_TYPE_NAME_EXISTS = new ErrorCode(1_020_010_001, "商机状态类型名称已存在");
// ========== 商机状态 1_020_011_000 ==========
ErrorCode BUSINESS_STATUS_NOT_EXISTS = new ErrorCode(1_020_011_000, "商机状态不存在");
// ========== 客户公海规则设置 1_020_012_000 ==========
ErrorCode CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED = new ErrorCode(1_020_012_000, "客户公海配置不存在或未启用");
ErrorCode CUSTOMER_LIMIT_CONFIG_NOT_EXISTS = new ErrorCode(1_020_012_001, "客户限制配置不存在");
// ========== 跟进记录 1_020_013_000 ==========
ErrorCode FOLLOW_UP_RECORD_NOT_EXISTS = new ErrorCode(1_020_013_000, "跟进记录不存在");
ErrorCode FOLLOW_UP_RECORD_DELETE_DENIED = new ErrorCode(1_020_013_001, "删除跟进记录失败，原因：没有权限");
// ========== 待办消息 1_020_014_000 ==========
}

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yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java Normal file
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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 {
// ======================= CRM_LEADS 线索 =======================
String CRM_LEADS_TYPE = "CRM 线索";
String CRM_LEADS_CREATE_SUB_TYPE = "创建线索";
String CRM_LEADS_CREATE_SUCCESS = "创建了线索{{#clue.name}}";
String CRM_LEADS_UPDATE_SUB_TYPE = "更新线索";
String CRM_LEADS_UPDATE_SUCCESS = "更新了线索【{{#clueName}}】: {_DIFF{#updateReq}}";
String CRM_LEADS_DELETE_SUB_TYPE = "删除线索";
String CRM_LEADS_DELETE_SUCCESS = "删除了线索【{{#clueName}}】";
String CRM_LEADS_TRANSFER_SUB_TYPE = "转移线索";
String CRM_LEADS_TRANSFER_SUCCESS = "将线索【{{#clue.name}}】的负责人从【{getAdminUserById{#clue.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_LEADS_TRANSLATE_SUB_TYPE = "线索转化为客户";
String CRM_LEADS_TRANSLATE_SUCCESS = "将线索【{{#clue.name}}】转化为客户";
// ======================= CRM_CUSTOMER 客户 =======================
String CRM_CUSTOMER_TYPE = "CRM 客户";
String CRM_CUSTOMER_CREATE_SUB_TYPE = "创建客户";
String CRM_CUSTOMER_CREATE_SUCCESS = "创建了客户{{#customer.name}}";
String CRM_CUSTOMER_UPDATE_SUB_TYPE = "更新客户";
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【{{#customer.name}}】的负责人从【{getAdminUserById{#customer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CUSTOMER_LOCK_SUB_TYPE = "{{#customer.lockStatus ? '解锁客户' : '锁定客户'}}";
String CRM_CUSTOMER_LOCK_SUCCESS = "{{#customer.lockStatus ? '将客户【' + #customer.name + '】解锁' : '将客户【' + #customer.name + '】锁定'}}";
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 CRM_CUSTOMER_IMPORT_SUB_TYPE = "{{#isUpdate ? '导入并更新客户' : '导入客户'}}";
String CRM_CUSTOMER_IMPORT_SUCCESS = "{{#isUpdate ? '导入并更新了客户【'+ #customer.name +'】' : '导入了客户【'+ #customer.name +'】'}}";
// ======================= CRM_CUSTOMER_LIMIT_CONFIG 客户限制配置 =======================
String CRM_CUSTOMER_LIMIT_CONFIG_TYPE = "CRM 客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_CREATE_SUB_TYPE = "创建客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_CREATE_SUCCESS = "创建了【{{#limitType}}】类型的客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_UPDATE_SUB_TYPE = "更新客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_UPDATE_SUCCESS = "更新了客户限制配置: {_DIFF{#updateReqVO}}";
String CRM_CUSTOMER_LIMIT_CONFIG_DELETE_SUB_TYPE = "删除客户限制配置";
String CRM_CUSTOMER_LIMIT_CONFIG_DELETE_SUCCESS = "删除了【{{#limitType}}】类型的客户限制配置";
// ======================= CRM_CUSTOMER_POOL_CONFIG 客户公海规则 =======================
String CRM_CUSTOMER_POOL_CONFIG_TYPE = "CRM 客户公海规则";
String CRM_CUSTOMER_POOL_CONFIG_SUB_TYPE = "{{#isPoolConfigUpdate ? '更新客户公海规则' : '创建客户公海规则'}}";
String CRM_CUSTOMER_POOL_CONFIG_SUCCESS = "{{#isPoolConfigUpdate ? '更新了客户公海规则' : '创建了客户公海规则'}}";
// ======================= CRM_CONTACT 联系人 =======================
String CRM_CONTACT_TYPE = "CRM 联系人";
String CRM_CONTACT_CREATE_SUB_TYPE = "创建联系人";
String CRM_CONTACT_CREATE_SUCCESS = "创建了联系人{{#contact.name}}";
String CRM_CONTACT_UPDATE_SUB_TYPE = "更新联系人";
String CRM_CONTACT_UPDATE_SUCCESS = "更新了联系人【{{#contactName}}】: {_DIFF{#updateReqVO}}";
String CRM_CONTACT_DELETE_SUB_TYPE = "删除联系人";
String CRM_CONTACT_DELETE_SUCCESS = "删除了联系人【{{#contactName}}】";
String CRM_CONTACT_TRANSFER_SUB_TYPE = "转移联系人";
String CRM_CONTACT_TRANSFER_SUCCESS = "将联系人【{{#contact.name}}】的负责人从【{getAdminUserById{#contact.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
// ======================= CRM_BUSINESS 商机 =======================
String CRM_BUSINESS_TYPE = "CRM 商机";
String CRM_BUSINESS_CREATE_SUB_TYPE = "创建商机";
String CRM_BUSINESS_CREATE_SUCCESS = "创建了商机{{#business.name}}";
String CRM_BUSINESS_UPDATE_SUB_TYPE = "更新商机";
String CRM_BUSINESS_UPDATE_SUCCESS = "更新了商机【{{#businessName}}】: {_DIFF{#updateReqVO}}";
String CRM_BUSINESS_DELETE_SUB_TYPE = "删除商机";
String CRM_BUSINESS_DELETE_SUCCESS = "删除了商机【{{#businessName}}】";
String CRM_BUSINESS_TRANSFER_SUB_TYPE = "转移商机";
String CRM_BUSINESS_TRANSFER_SUCCESS = "将商机【{{#business.name}}】的负责人从【{getAdminUserById{#business.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
// ======================= CRM_CONTRACT 合同 =======================
String CRM_CONTRACT_TYPE = "CRM 合同";
String CRM_CONTRACT_CREATE_SUB_TYPE = "创建合同";
String CRM_CONTRACT_CREATE_SUCCESS = "创建了合同{{#contract.name}}";
String CRM_CONTRACT_UPDATE_SUB_TYPE = "更新合同";
String CRM_CONTRACT_UPDATE_SUCCESS = "更新了合同【{{#contractName}}】: {_DIFF{#updateReqVO}}";
String CRM_CONTRACT_DELETE_SUB_TYPE = "删除合同";
String CRM_CONTRACT_DELETE_SUCCESS = "删除了合同【{{#contractName}}】";
String CRM_CONTRACT_TRANSFER_SUB_TYPE = "转移合同";
String CRM_CONTRACT_TRANSFER_SUCCESS = "将合同【{{#contract.name}}】的负责人从【{getAdminUserById{#contract.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
String CRM_CONTRACT_SUBMIT_SUB_TYPE = "提交合同审批";
String CRM_CONTRACT_SUBMIT_SUCCESS = "提交合同【{{#contractName}}】审批成功";
// ======================= CRM_PRODUCT 产品 =======================
String CRM_PRODUCT_TYPE = "CRM 产品";
String CRM_PRODUCT_CREATE_SUB_TYPE = "创建产品";
String CRM_PRODUCT_CREATE_SUCCESS = "创建了产品【{{#createReqVO.name}}】";
String CRM_PRODUCT_UPDATE_SUB_TYPE = "更新产品";
String CRM_PRODUCT_UPDATE_SUCCESS = "更新了产品【{{#updateReqVO.name}}】: {_DIFF{#updateReqVO}}";
String CRM_PRODUCT_DELETE_SUB_TYPE = "删除产品";
String CRM_PRODUCT_DELETE_SUCCESS = "删除了产品【{{#product.name}}】";
// ======================= CRM_PRODUCT_CATEGORY 产品分类 =======================
String CRM_PRODUCT_CATEGORY_TYPE = "CRM 产品分类";
String CRM_PRODUCT_CATEGORY_CREATE_SUB_TYPE = "创建产品分类";
String CRM_PRODUCT_CATEGORY_CREATE_SUCCESS = "创建了产品分类【{{#createReqVO.name}}】";
String CRM_PRODUCT_CATEGORY_UPDATE_SUB_TYPE = "更新产品分类";
String CRM_PRODUCT_CATEGORY_UPDATE_SUCCESS = "更新了产品分类【{{#updateReqVO.name}}】: {_DIFF{#updateReqVO}}";
String CRM_PRODUCT_CATEGORY_DELETE_SUB_TYPE = "删除产品分类";
String CRM_PRODUCT_CATEGORY_DELETE_SUCCESS = "删除了产品分类【{{#productCategory.name}}】";
// ======================= CRM_RECEIVABLE 回款 =======================
String CRM_RECEIVABLE_TYPE = "CRM 回款";
String CRM_RECEIVABLE_CREATE_SUB_TYPE = "创建回款";
String CRM_RECEIVABLE_CREATE_SUCCESS = "创建了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
String CRM_RECEIVABLE_UPDATE_SUB_TYPE = "更新回款";
String CRM_RECEIVABLE_UPDATE_SUCCESS = "更新了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_DELETE_SUB_TYPE = "删除回款";
String CRM_RECEIVABLE_DELETE_SUCCESS = "删除了合同【{getContractById{#receivable.contractId}}】的第【{{#receivable.period}}】期回款";
// ======================= CRM_RECEIVABLE_PLAN 回款计划 =======================
String CRM_RECEIVABLE_PLAN_TYPE = "CRM 回款计划";
String CRM_RECEIVABLE_PLAN_CREATE_SUB_TYPE = "创建回款计划";
String CRM_RECEIVABLE_PLAN_CREATE_SUCCESS = "创建了合同【{getContractById{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划";
String CRM_RECEIVABLE_PLAN_UPDATE_SUB_TYPE = "更新回款计划";
String CRM_RECEIVABLE_PLAN_UPDATE_SUCCESS = "更新了合同【{getContractById{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划: {_DIFF{#updateReqVO}}";
String CRM_RECEIVABLE_PLAN_DELETE_SUB_TYPE = "删除回款计划";
String CRM_RECEIVABLE_PLAN_DELETE_SUCCESS = "删除了合同【{getContractById{#receivablePlan.contractId}}】的第【{{#receivablePlan.period}}】期回款计划";
}

55
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBizEndStatus.java Normal file
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package cn.iocoder.yudao.module.crm.enums.business;
import cn.hutool.core.util.ObjectUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.Getter;
import lombok.RequiredArgsConstructor;
import java.util.Arrays;
// TODO @lzxhqs：1）title、description、create 可以删除，非标准的 javadoc 注释哈，然后可以在类上加下这个类的注释；2）CrmBizEndStatus 改成 CrmBusinessEndStatus，非必要不缩写哈，可阅读比较重要
/**
* @author lzxhqs
* @version 1.0
* @title CrmBizEndStatus
* @description
* @create 2024/1/12
*/
@RequiredArgsConstructor
@Getter
public enum CrmBizEndStatus implements IntArrayValuable {
WIN(1, "赢单"),
LOSE(2, "输单"),
INVALID(3, "无效");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmBizEndStatus::getStatus).toArray();
// TODO @lzxhqs：这里的方法，建议放到 49 行之后；一般类里是，静态变量，普通变量；静态方法；普通方法
public static boolean isWin(Integer status) {
return ObjectUtil.equal(WIN.getStatus(), status);
}
public static boolean isLose(Integer status) {
return ObjectUtil.equal(LOSE.getStatus(), status);
}
public static boolean isInvalid(Integer status) {
return ObjectUtil.equal(INVALID.getStatus(), status);
}
/**
* 场景类型
*/
private final Integer status;
/**
* 场景名称
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
}

34
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmAuditStatusEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.common;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.Getter;
import lombok.RequiredArgsConstructor;
import java.util.Arrays;
/**
* CRM 的审批状态
*
* @author 赤焰
*/
@RequiredArgsConstructor
@Getter
public enum CrmAuditStatusEnum implements IntArrayValuable {
DRAFT(0, "未提交"),
PROCESS(10, "审批中"),
APPROVE(20, "审核通过"),
REJECT(30, "审核不通过"),
CANCEL(40, "已取消");
private final Integer status;
private final String name;
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmAuditStatusEnum::getStatus).toArray();
@Override
public int[] array() {
return ARRAYS;
}
}

52
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.common;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.Getter;
import lombok.RequiredArgsConstructor;
import java.util.Arrays;
/**
* CRM 业务类型枚举
*
* @author HUIHUI
*/
@RequiredArgsConstructor
@Getter
public enum CrmBizTypeEnum implements IntArrayValuable {
CRM_LEADS(1, "线索"),
CRM_CUSTOMER(2, "客户"),
CRM_CONTACT(3, "联系人"),
CRM_BUSINESS(4, "商机"),
CRM_CONTRACT(5, "合同"),
CRM_PRODUCT(6, "产品"),
CRM_RECEIVABLE(7, "回款"),
CRM_RECEIVABLE_PLAN(8, "回款计划")
;
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmBizTypeEnum::getType).toArray();
/**
* 类型
*/
private final Integer type;
/**
* 名称
*/
private final String name;
public static String getNameByType(Integer type) {
CrmBizTypeEnum typeEnum = CollUtil.findOne(CollUtil.newArrayList(CrmBizTypeEnum.values()),
item -> ObjUtil.equal(item.type, type));
return typeEnum == null ? null : typeEnum.getName();
}
@Override
public int[] array() {
return ARRAYS;
}
}

51
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmSceneTypeEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.common;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 列表检索场景
*
* @author HUIHUI
*/
@Getter
@AllArgsConstructor
public enum CrmSceneTypeEnum implements IntArrayValuable {
OWNER(1, "我负责的"),
INVOLVED(2, "我参与的"),
SUBORDINATE(3, "下属负责的");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmSceneTypeEnum::getType).toArray();
/**
* 场景类型
*/
private final Integer type;
/**
* 场景名称
*/
private final String name;
public static boolean isOwner(Integer type) {
return ObjUtil.equal(OWNER.getType(), type);
}
public static boolean isInvolved(Integer type) {
return ObjUtil.equal(INVOLVED.getType(), type);
}
public static boolean isSubordinate(Integer type) {
return ObjUtil.equal(SUBORDINATE.getType(), type);
}
@Override
public int[] array() {
return ARRAYS;
}
}

38
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLevelEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.customer;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 客户等级
*
* @author Wanwan
*/
@Getter
@AllArgsConstructor
public enum CrmCustomerLevelEnum implements IntArrayValuable {
IMPORTANT(1, "A（重点客户）"),
GENERAL(2, "B（普通客户）"),
LOW_PRIORITY(3, "C（非优先客户）");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmCustomerLevelEnum::getLevel).toArray();
/**
* 状态
*/
private final Integer level;
/**
* 状态名
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
}

52
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLimitConfigTypeEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 客户限制配置规则类型
*
* @author Wanwan
*/
@Getter
@AllArgsConstructor
public enum CrmCustomerLimitConfigTypeEnum implements IntArrayValuable {
/**
* 拥有客户数限制
*/
CUSTOMER_OWNER_LIMIT(1, "拥有客户数限制"),
/**
* 锁定客户数限制
*/
CUSTOMER_LOCK_LIMIT(2, "锁定客户数限制"),
;
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmCustomerLimitConfigTypeEnum::getType).toArray();
/**
* 状态
*/
private final Integer type;
/**
* 状态名
*/
private final String name;
public static String getNameByType(Integer type) {
CrmCustomerLimitConfigTypeEnum typeEnum = CollUtil.findOne(CollUtil.newArrayList(CrmCustomerLimitConfigTypeEnum.values()),
item -> ObjUtil.equal(item.type, type));
return typeEnum == null ? null : typeEnum.getName();
}
@Override
public int[] array() {
return ARRAYS;
}
}

51
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.permission;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 数据权限级别枚举
*
* @author HUIHUI
*/
@Getter
@AllArgsConstructor
public enum CrmPermissionLevelEnum implements IntArrayValuable {
OWNER(1, "负责人"),
READ(2, "读"),
WRITE(3, "写");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmPermissionLevelEnum::getLevel).toArray();
/**
* 级别
*/
private final Integer level;
/**
* 级别名称
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
public static boolean isOwner(Integer level) {
return ObjUtil.equal(OWNER.level, level);
}
public static boolean isRead(Integer level) {
return ObjUtil.equal(READ.level, level);
}
public static boolean isWrite(Integer level) {
return ObjUtil.equal(WRITE.level, level);
}
}

27
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionRoleCodeEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.permission;
import lombok.AllArgsConstructor;
import lombok.Getter;
/**
* Crm 数据权限角色枚举
*
* @author HUIHUI
*/
@Getter
@AllArgsConstructor
public enum CrmPermissionRoleCodeEnum {
CRM_ADMIN("crm_admin", "CRM 管理员");
/**
* 角色标识
*/
private String code;
/**
* 角色名称
*/
private String name;
}

38
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/product/CrmProductStatusEnum.java Normal file
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package cn.iocoder.yudao.module.crm.enums.product;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 商品状态
*
* @author ZanGe丶
* @since 2023-11-30 21:53
*/
@Getter
@AllArgsConstructor
public enum CrmProductStatusEnum implements IntArrayValuable {
DISABLE(0, "下架"),
ENABLE(1, "上架");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmProductStatusEnum::getStatus).toArray();
/**
* 状态
*/
private final Integer status;
/**
* 状态名
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
}

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yudao-module-crm/yudao-module-crm-biz/pom.xml Normal file
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<?xml version="1.0" encoding="UTF-8"?>
<project xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns="http://maven.apache.org/POM/4.0.0"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-module-crm</artifactId>
<version>${revision}</version>
</parent>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-module-crm-biz</artifactId>
<name>${project.artifactId}</name>
<description>
crm 包下，客户关系管理（Customer Relationship Management）。
例如说：客户、联系人、商机、合同、回款等等
</description>
<dependencies>
<!-- Spring Cloud 基础 -->
<dependency>
<groupId>org.springframework.cloud</groupId>
<artifactId>spring-cloud-starter-bootstrap</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-env</artifactId>
</dependency>
<!-- 依赖服务 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-module-system-api</artifactId>
<version>${revision}</version>
</dependency>
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-module-crm-api</artifactId>
<version>${revision}</version>
</dependency>
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-module-bpm-api</artifactId>
<version>${revision}</version>
</dependency>
<!-- 业务组件 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-biz-operatelog</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-biz-ip</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-biz-tenant</artifactId>
</dependency>
<!-- Web 相关 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-security</artifactId>
</dependency>
<!-- DB 相关 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-mybatis</artifactId>
</dependency>
<!-- RPC 远程调用相关 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-rpc</artifactId>
</dependency>
<!-- Registry 注册中心相关 -->
<dependency>
<groupId>com.alibaba.cloud</groupId>
<artifactId>spring-cloud-starter-alibaba-nacos-discovery</artifactId>
</dependency>
<!-- Config 配置中心相关 -->
<dependency>
<groupId>com.alibaba.cloud</groupId>
<artifactId>spring-cloud-starter-alibaba-nacos-config</artifactId>
</dependency>
<!-- Job 定时任务相关 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-job</artifactId>
</dependency>
<!-- 工具类相关 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-excel</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-biz-dict</artifactId>
</dependency>
<!-- 监控相关 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-monitor</artifactId>
</dependency>
<!-- Test 测试相关 -->
<dependency>
<groupId>cn.iocoder.cloud</groupId>
<artifactId>yudao-spring-boot-starter-test</artifactId>
</dependency>
</dependencies>
<build>
<!-- 设置构建的 jar 包名 -->
<finalName>${project.artifactId}</finalName>
<plugins>
<!-- 打包 -->
<plugin>
<groupId>org.springframework.boot</groupId>
<artifactId>spring-boot-maven-plugin</artifactId>
<version>${spring.boot.version}</version>
<executions>
<execution>
<goals>
<goal>repackage</goal> <!-- 将引入的 jar 打入其中 -->
</goals>
</execution>
</executions>
</plugin>
</plugins>
</build>
</project>

30
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/CrmServerApplication.java Normal file
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package cn.iocoder.yudao.module.crm;
import org.springframework.boot.SpringApplication;
import org.springframework.boot.autoconfigure.SpringBootApplication;
/**
* 项目的启动类
* <p>
* 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
* 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
* 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
*
* @author 芋道源码
*/
@SpringBootApplication
public class CrmServerApplication {
public static void main(String[] args) {
// 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
// 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
// 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
SpringApplication.run(CrmServerApplication.class, args);
// 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
// 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
// 如果你碰到启动的问题，请认真阅读 https://cloud.iocoder.cn/quick-start/ 文章
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java Normal file
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/**
* crm API 实现类，定义暴露给其它模块的 API
*/
package cn.iocoder.yudao.module.crm.api;

41
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/CrmBacklogController.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.backlog;
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.module.crm.controller.admin.customer.vo.CrmCustomerRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.message.CrmBacklogService;
import io.swagger.v3.oas.annotations.Operation;
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.validation.annotation.Validated;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM待办消息")
@RestController
@RequestMapping("/crm/backlog")
@Validated
public class CrmBacklogController {
@Resource
private CrmBacklogService crmMessageService;
// TODO 芋艿：未来可能合并到 CrmCustomerController
@GetMapping("/today-customer-page")
@Operation(summary = "今日需联系客户")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getTodayCustomerPage(@Valid CrmTodayCustomerPageReqVO pageReqVO) {
PageResult<CrmCustomerDO> pageResult = crmMessageService.getTodayCustomerPage(pageReqVO, getLoginUserId());
return success(BeanUtils.toBean(pageResult, CrmCustomerRespVO.class));
}
}

37
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/vo/CrmTodayCustomerPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.backlog.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 今日需联系客户 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmTodayCustomerPageReqVO extends PageParam {
/**
* 联系状态 - 今日需联系
*/
public static final int CONTACT_TODAY = 1;
/**
* 联系状态 - 已逾期
*/
public static final int CONTACT_EXPIRED = 2;
/**
* 联系状态 - 已联系
*/
public static final int CONTACT_ALREADY = 3;
@Schema(description = "联系状态", example = "1")
private Integer contactStatus;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.http Normal file
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### 合同金额排行榜
GET {{baseUrl}}/crm/bi-rank/get-contract-price-rank?deptId=100&times[0]=2022-12-12 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 回款金额排行榜
GET {{baseUrl}}/crm/bi-rank/get-receivable-price-rank?deptId=100&times[0]=2022-12-12 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}

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package cn.iocoder.yudao.module.crm.controller.admin.bi;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRanKRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.bi.vo.CrmBiRankReqVO;
import cn.iocoder.yudao.module.crm.service.bi.CrmBiRankingService;
import io.swagger.v3.oas.annotations.Operation;
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.validation.annotation.Validated;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM BI 排行榜")
@RestController
@RequestMapping("/crm/bi-rank")
@Validated
public class CrmBiRankController {
@Resource
private CrmBiRankingService rankingService;
@GetMapping("/get-contract-price-rank")
@Operation(summary = "获得合同金额排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getContractPriceRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getContractPriceRank(rankingReqVO));
}
@GetMapping("/get-receivable-price-rank")
@Operation(summary = "获得回款金额排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getReceivablePriceRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getReceivablePriceRank(rankingReqVO));
}
@GetMapping("/get-contract-count-rank")
@Operation(summary = "获得签约合同数量排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getContractCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getContractCountRank(rankingReqVO));
}
@GetMapping("/get-product-sales-rank")
@Operation(summary = "获得产品销量排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getProductSalesRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getProductSalesRank(rankingReqVO));
}
@GetMapping("/get-customer-count-rank")
@Operation(summary = "获得新增客户数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getCustomerCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getCustomerCountRank(rankingReqVO));
}
@GetMapping("/get-contacts-count-rank")
@Operation(summary = "获得新增联系人数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getContactsCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getContactsCountRank(rankingReqVO));
}
@GetMapping("/get-follow-count-rank")
@Operation(summary = "获得跟进次数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getFollowCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getFollowCountRank(rankingReqVO));
}
@GetMapping("/get-follow-customer-count-rank")
@Operation(summary = "获得跟进客户数排行榜")
@PreAuthorize("@ss.hasPermission('crm:bi-rank:query')")
public CommonResult<List<CrmBiRanKRespVO>> getFollowCustomerCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
return success(rankingService.getFollowCustomerCountRank(rankingReqVO));
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/vo/CrmBiRanKRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.bi.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM BI 排行榜 Response VO")
@Data
public class CrmBiRanKRespVO {
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Long ownerUserId;
@Schema(description = "姓名", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private String nickname;
@Schema(description = "部门名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private String deptName;
/**
* 数量是个特别“抽象”的概念，在不同排行下，代表不同含义
*
* 1. 金额：合同金额排行、回款金额排行
* 2. 个数：签约合同排行、产品销量排行、产品销量排行、新增客户数排行、新增联系人排行、跟进次数排行、跟进客户数排行
*/
@Schema(description = "数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer count;
}

35
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package cn.iocoder.yudao.module.crm.controller.admin.bi.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM BI 排行榜 Request VO")
@Data
public class CrmBiRankReqVO {
@Schema(description = "部门 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
@NotNull(message = "部门 id 不能为空")
private Long deptId;
/**
* userIds 目前不用前端传递，目前是方便后端通过 deptId 读取编号后，设置回来
*
* 后续，可能会支持选择部分用户进行查询
*/
@Schema(description = "负责人用户 id 集合", requiredMode = Schema.RequiredMode.NOT_REQUIRED, example = "2")
private List<Long> userIds;
@Schema(description = "时间范围", requiredMode = Schema.RequiredMode.REQUIRED)
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@NotEmpty(message = "时间范围不能为空")
private LocalDateTime[] times;
}

32
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.http Normal file
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### 请求 /transfer
PUT {{baseUrl}}/crm/business/transfer
Content-Type: application/json
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
{
"id": 1,
"ownerUserId": 2,
"transferType": 2,
"permissionType": 2
}
### 请求 /update
PUT {{baseUrl}}/crm/business/update
Content-Type: application/json
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
{
"id": 1,
"name": "2",
"statusTypeId": 2,
"statusId": 2,
"customerId": 1
}
### 请求 /get
GET {{baseUrl}}/crm/business/get?id=1024
Content-Type: application/json
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}

177
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package cn.iocoder.yudao.module.crm.controller.admin.business;
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.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusTypeDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusService;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusTypeService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.util.List;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
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.ErrorCodeConstants.CUSTOMER_NOT_EXISTS;
@Tag(name = "管理后台 - CRM 商机")
@RestController
@RequestMapping("/crm/business")
@Validated
public class CrmBusinessController {
@Resource
private CrmBusinessService businessService;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmBusinessStatusTypeService businessStatusTypeService;
@Resource
private CrmBusinessStatusService businessStatusService;
@PostMapping("/create")
@Operation(summary = "创建商机")
@PreAuthorize("@ss.hasPermission('crm:business:create')")
public CommonResult<Long> createBusiness(@Valid @RequestBody CrmBusinessSaveReqVO createReqVO) {
return success(businessService.createBusiness(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新商机")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> updateBusiness(@Valid @RequestBody CrmBusinessSaveReqVO updateReqVO) {
businessService.updateBusiness(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除商机")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:business:delete')")
public CommonResult<Boolean> deleteBusiness(@RequestParam("id") Long id) {
businessService.deleteBusiness(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得商机")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<CrmBusinessRespVO> getBusiness(@RequestParam("id") Long id) {
CrmBusinessDO business = businessService.getBusiness(id);
return success(BeanUtils.toBean(business, CrmBusinessRespVO.class));
}
@GetMapping("/list-by-ids")
@Operation(summary = "获得商机列表")
@Parameter(name = "ids", description = "编号", required = true, example = "[1024]")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<List<CrmBusinessRespVO>> getContactListByIds(@RequestParam("ids") List<Long> ids) {
return success(BeanUtils.toBean(businessService.getBusinessList(ids, getLoginUserId()), CrmBusinessRespVO.class));
}
@GetMapping("/simple-all-list")
@Operation(summary = "获得联系人的精简列表")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmBusinessRespVO>> getSimpleContactList() {
CrmBusinessPageReqVO reqVO = new CrmBusinessPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(reqVO, getLoginUserId());
return success(convertList(pageResult.getList(), business -> // 只返回 id、name 字段
new CrmBusinessRespVO().setId(business.getId()).setName(business.getName())));
}
@GetMapping("/page")
@Operation(summary = "获得商机分页")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPage(@Valid CrmBusinessPageReqVO pageVO) {
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(pageVO, getLoginUserId());
return success(buildBusinessDetailPageResult(pageResult));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得商机分页，基于指定客户")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPageByCustomer(@Valid CrmBusinessPageReqVO pageReqVO) {
if (pageReqVO.getCustomerId() == null) {
throw exception(CUSTOMER_NOT_EXISTS);
}
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByCustomerId(pageReqVO);
return success(buildBusinessDetailPageResult(pageResult));
}
@GetMapping("/page-by-contact")
@Operation(summary = "获得联系人的商机分页")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessContactPage(@Valid CrmBusinessPageReqVO pageReqVO) {
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByContact(pageReqVO);
return success(buildBusinessDetailPageResult(pageResult));
}
@GetMapping("/export-excel")
@Operation(summary = "导出商机 Excel")
@PreAuthorize("@ss.hasPermission('crm:business:export')")
@OperateLog(type = EXPORT)
public void exportBusinessExcel(@Valid CrmBusinessPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PAGE_SIZE_NONE);
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(exportReqVO, getLoginUserId());
// 导出 Excel
ExcelUtils.write(response, "商机.xls", "数据", CrmBusinessRespVO.class,
buildBusinessDetailPageResult(pageResult).getList());
}
/**
* 构建详细的商机分页结果
*
* @param pageResult 简单的商机分页结果
* @return 详细的商机分页结果
*/
private PageResult<CrmBusinessRespVO> buildBusinessDetailPageResult(PageResult<CrmBusinessDO> pageResult) {
if (CollUtil.isEmpty(pageResult.getList())) {
return PageResult.empty(pageResult.getTotal());
}
List<CrmBusinessStatusTypeDO> statusTypeList = businessStatusTypeService.getBusinessStatusTypeList(
convertSet(pageResult.getList(), CrmBusinessDO::getStatusTypeId));
List<CrmBusinessStatusDO> statusList = businessStatusService.getBusinessStatusList(
convertSet(pageResult.getList(), CrmBusinessDO::getStatusId));
List<CrmCustomerDO> customerList = customerService.getCustomerList(
convertSet(pageResult.getList(), CrmBusinessDO::getCustomerId));
return CrmBusinessConvert.INSTANCE.convertPage(pageResult, customerList, statusTypeList, statusList);
}
@PutMapping("/transfer")
@Operation(summary = "商机转移")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> transferBusiness(@Valid @RequestBody CrmBusinessTransferReqVO reqVO) {
businessService.transferBusiness(reqVO, getLoginUserId());
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.business;
import cn.iocoder.yudao.framework.common.enums.CommonStatusEnum;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
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.framework.excel.core.util.ExcelUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusQueryVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeQueryVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeSaveReqVO;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessStatusConvert;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessStatusTypeConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusTypeDO;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusService;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessStatusTypeService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.util.Collection;
import java.util.List;
import java.util.Set;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
@Tag(name = "管理后台 - CRM 商机状态类型")
@RestController
@RequestMapping("/crm/business-status-type")
@Validated
public class CrmBusinessStatusTypeController {
@Resource
private CrmBusinessStatusTypeService businessStatusTypeService;
@Resource
private CrmBusinessStatusService businessStatusService;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建商机状态类型")
@PreAuthorize("@ss.hasPermission('crm:business-status-type:create')")
public CommonResult<Long> createBusinessStatusType(@Valid @RequestBody CrmBusinessStatusTypeSaveReqVO createReqVO) {
return success(businessStatusTypeService.createBusinessStatusType(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新商机状态类型")
@PreAuthorize("@ss.hasPermission('crm:business-status-type:update')")
public CommonResult<Boolean> updateBusinessStatusType(@Valid @RequestBody CrmBusinessStatusTypeSaveReqVO updateReqVO) {
businessStatusTypeService.updateBusinessStatusType(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除商机状态类型")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:business-status-type:delete')")
public CommonResult<Boolean> deleteBusinessStatusType(@RequestParam("id") Long id) {
businessStatusTypeService.deleteBusinessStatusType(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得商机状态类型")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:business-status-type:query')")
public CommonResult<CrmBusinessStatusTypeRespVO> getBusinessStatusType(@RequestParam("id") Long id) {
CrmBusinessStatusTypeDO statusType = businessStatusTypeService.getBusinessStatusType(id);
// 处理状态回显
// TODO @lzxhqs：可以在 businessStatusService 加个 getBusinessStatusListByTypeId 方法，直接返回 List<CrmBusinessStatusDO> 哈，常用的，尽量封装个简单易懂的方法，不用追求绝对通用哈；
CrmBusinessStatusQueryVO queryVO = new CrmBusinessStatusQueryVO();
queryVO.setTypeId(id);
List<CrmBusinessStatusDO> statusList = businessStatusService.selectList(queryVO);
return success(CrmBusinessStatusTypeConvert.INSTANCE.convert(statusType, statusList));
}
@GetMapping("/page")
@Operation(summary = "获得商机状态类型分页")
@PreAuthorize("@ss.hasPermission('crm:business-status-type:query')")
public CommonResult<PageResult<CrmBusinessStatusTypeRespVO>> getBusinessStatusTypePage(@Valid CrmBusinessStatusTypePageReqVO pageReqVO) {
PageResult<CrmBusinessStatusTypeDO> pageResult = businessStatusTypeService.getBusinessStatusTypePage(pageReqVO);
// 处理部门回显
Set<Long> deptIds = CollectionUtils.convertSetByFlatMap(pageResult.getList(), CrmBusinessStatusTypeDO::getDeptIds,Collection::stream);
List<DeptRespDTO> deptList = deptApi.getDeptList(deptIds).getCheckedData();
return success(CrmBusinessStatusTypeConvert.INSTANCE.convertPage(pageResult, deptList));
}
@GetMapping("/export-excel")
@Operation(summary = "导出商机状态类型 Excel")
@PreAuthorize("@ss.hasPermission('crm:business-status-type:export')")
@OperateLog(type = EXPORT)
public void exportBusinessStatusTypeExcel(@Valid CrmBusinessStatusTypePageReqVO pageReqVO,
HttpServletResponse response) throws IOException {
pageReqVO.setPageSize(PageParam.PAGE_SIZE_NONE);
List<CrmBusinessStatusTypeDO> list = businessStatusTypeService.getBusinessStatusTypePage(pageReqVO).getList();
// 导出 Excel
ExcelUtils.write(response, "商机状态类型.xls", "数据", CrmBusinessStatusTypeRespVO.class,
BeanUtils.toBean(list, CrmBusinessStatusTypeRespVO.class));
}
@GetMapping("/get-simple-list")
@Operation(summary = "获得商机状态类型列表")
@PreAuthorize("@ss.hasPermission('crm:business-status-type:query')")
public CommonResult<List<CrmBusinessStatusTypeRespVO>> getBusinessStatusTypeList() {
CrmBusinessStatusTypeQueryVO queryVO = new CrmBusinessStatusTypeQueryVO();
queryVO.setStatus(CommonStatusEnum.ENABLE.getStatus());
List<CrmBusinessStatusTypeDO> list = businessStatusTypeService.selectList(queryVO);
return success(BeanUtils.toBean(list, CrmBusinessStatusTypeRespVO.class));
}
// TODO @ljlleo 这个接口，是不是可以和 getBusinessStatusTypeList 合并成一个？
@GetMapping("/get-status-list")
@Operation(summary = "获得商机状态列表")
@PreAuthorize("@ss.hasPermission('crm:business-status:query')")
public CommonResult<List<CrmBusinessStatusRespVO>> getBusinessStatusListByTypeId(@RequestParam("typeId") Long typeId) {
CrmBusinessStatusQueryVO queryVO = new CrmBusinessStatusQueryVO();
queryVO.setTypeId(typeId);
List<CrmBusinessStatusDO> list = businessStatusService.selectList(queryVO);
return success(CrmBusinessStatusConvert.INSTANCE.convertList(list));
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessExcelVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import com.alibaba.excel.annotation.ExcelProperty;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.Set;
/**
* 商机 Excel VO
*
* @author ljlleo
*/
@Data
public class CrmBusinessExcelVO {
@ExcelProperty("主键")
private Long id;
@ExcelProperty("商机名称")
private String name;
@ExcelProperty("商机状态类型编号")
private Long statusTypeId;
@ExcelProperty("商机状态编号")
private Long statusId;
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@ExcelProperty("客户编号")
private Long customerId;
@ExcelProperty("预计成交日期")
private LocalDateTime dealTime;
@ExcelProperty("商机金额")
private BigDecimal price;
@ExcelProperty("整单折扣")
private BigDecimal discountPercent;
@ExcelProperty("产品总金额")
private BigDecimal productPrice;
@ExcelProperty("备注")
private String remark;
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@ExcelProperty("只读权限的用户编号数组")
private Set<Long> roUserIds;
@ExcelProperty("读写权限的用户编号数组")
private Set<Long> rwUserIds;
@ExcelProperty("1赢单2输单3无效")
private Integer endStatus;
@ExcelProperty("结束时的备注")
private String endRemark;
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@ExcelProperty("跟进状态")
private Integer followUpStatus;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 商机分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmBusinessPageReqVO extends PageParam {
@Schema(description = "商机名称", example = "李四")
private String name;
@Schema(description = "客户编号", example = "10795")
private Long customerId;
@Schema(description = "联系人编号", example = "10795")
private Long contactId;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
}

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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - 商机 Response VO")
@Data
public class CrmBusinessRespVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
private Long id;
@Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@NotNull(message = "商机名称不能为空")
private String name;
@Schema(description = "商机状态类型编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714")
@NotNull(message = "商机状态类型不能为空")
private Long statusTypeId;
@Schema(description = "商机状态编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@NotNull(message = "商机状态不能为空")
private Long statusId;
@Schema(description = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactNextTime;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299")
@NotNull(message = "客户不能为空")
private Long customerId;
@Schema(description = "预计成交日期")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime dealTime;
@Schema(description = "商机金额", example = "12371")
private Integer price;
// TODO @ljileo：折扣使用 Integer 类型，存储时，默认 * 100；展示的时候，前端需要 / 100；避免精度丢失问题
@Schema(description = "整单折扣")
private Integer discountPercent;
@Schema(description = "产品总金额", example = "12025")
private BigDecimal productPrice;
@Schema(description = "备注", example = "随便")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private String customerName;
@Schema(description = "状态类型名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "进行中")
private String statusTypeName;
@Schema(description = "状态名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "跟进中")
private String statusName;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.business.CrmBizEndStatus;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 商机创建/更新 Request VO")
@Data
public class CrmBusinessSaveReqVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
private Long id;
@Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@DiffLogField(name = "商机名称")
@NotNull(message = "商机名称不能为空")
private String name;
@Schema(description = "商机状态类型编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714")
@DiffLogField(name = "商机状态")
@NotNull(message = "商机状态类型不能为空")
private Long statusTypeId;
@Schema(description = "商机状态编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
@DiffLogField(name = "商机状态")
@NotNull(message = "商机状态不能为空")
private Long statusId;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactNextTime;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
@NotNull(message = "客户不能为空")
private Long customerId;
@Schema(description = "预计成交日期")
@DiffLogField(name = "预计成交日期")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime dealTime;
@Schema(description = "商机金额", example = "12371")
@DiffLogField(name = "商机金额")
private Integer price;
@Schema(description = "整单折扣")
@DiffLogField(name = "整单折扣")
private Integer discountPercent;
@Schema(description = "产品总金额", example = "12025")
@DiffLogField(name = "产品总金额")
private BigDecimal productPrice;
@Schema(description = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "结束状态", example = "1")
@InEnum(CrmBizEndStatus.class)
private Integer endStatus;
@Schema(description = "联系人编号", example = "110")
private Long contactId; // 使用场景，在【联系人详情】添加商机时，如果需要关联两者，需要传递 contactId 字段
// TODO @puhui999：传递 items 就行啦；
@Schema(description = "产品列表")
private List<CrmBusinessProductItem> productItems;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmBusinessProductItem {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")
private Long id;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@NotNull(message = "产品数量不能为空")
private Integer count;
@Schema(description = "产品折扣")
private Integer discountPercent;
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java Normal file
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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.Data;
@Schema(description = "管理后台 - 商机转移 Request VO")
@Data
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;
/**
* 新负责人的用户编号
*/
@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")
private Long newOwnerUserId;
/**
* 老负责人加入团队后的权限级别。如果 null 说明移除
*
* 关联 {@link CrmPermissionLevelEnum}
*/
@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;
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 商机状态分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmBusinessStatusPageReqVO extends PageParam {
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusQueryVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import java.util.Collection;
@Schema(description = "管理后台 - 商机状态 Query VO")
@Data
@ToString(callSuper = true)
public class CrmBusinessStatusQueryVO {
@Schema(description = "主键集合")
private Collection<Long> idList;
@Schema(description = "状态类型编号")
private Long typeId;
}

33
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - 商机状态 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmBusinessStatusRespVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "23899")
@ExcelProperty("主键")
private Long id;
@Schema(description = "状态类型编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "7139")
@ExcelProperty("状态类型编号")
private Long typeId;
@Schema(description = "状态名", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@ExcelProperty("状态名")
private String name;
@Schema(description = "赢单率")
@ExcelProperty("赢单率")
private String percent;
@Schema(description = "排序", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
@ExcelProperty("排序")
private Integer sort;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusSaveReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
@Schema(description = "管理后台 - 商机状态新增/修改 Request VO")
@Data
public class CrmBusinessStatusSaveReqVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "23899")
private Long id;
@Schema(description = "状态类型编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "7139")
@NotNull(message = "状态类型编号不能为空")
private Long typeId;
@Schema(description = "状态名", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@NotEmpty(message = "状态名不能为空")
private String name;
// TODO @lzxhqs：：percent 应该是 Integer；
@Schema(description = "赢单率")
private String percent;
// TODO @lzxhqs：这个是不是不用前端新增和修改的时候传递，交给顺序计算出来，存储起来就好了；
@Schema(description = "排序")
private Integer sort;
}

15
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypePageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.type;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 商机状态类型分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmBusinessStatusTypePageReqVO extends PageParam {
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeQueryVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.type;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import java.util.Collection;
@Schema(description = "管理后台 - 商机状态类型 Query VO")
@Data
@ToString(callSuper = true)
public class CrmBusinessStatusTypeQueryVO {
@Schema(description = "主键集合")
private Collection<Long> idList;
@Schema(description = "状态")
private Integer status;
}

44
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.type;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - 商机状态类型 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmBusinessStatusTypeRespVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "2934")
@ExcelProperty("主键")
private Long id;
@Schema(description = "状态类型名", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@ExcelProperty("状态类型名")
private String name;
@Schema(description = "使用的部门编号", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("使用的部门编号")
private List<Long> deptIds;
@Schema(description = "使用的部门名称", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("使用的部门名称")
private List<String> deptNames;
@Schema(description = "创建人", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
// TODO @ljlleo 字段后缀改成 statuses，保持和 deptIds 风格一致；CrmBusinessStatusDO 改成 VO 哈；一般不使用 do 直接返回
@Schema(description = "状态集合", requiredMode = Schema.RequiredMode.REQUIRED)
private List<CrmBusinessStatusDO> statusList;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeSaveReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.type;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusSaveReqVO;
import com.google.common.collect.Lists;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import jakarta.validation.constraints.NotEmpty;
import java.util.List;
@Schema(description = "管理后台 - 商机状态类型新增/修改 Request VO")
@Data
public class CrmBusinessStatusTypeSaveReqVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "2934")
private Long id;
@Schema(description = "状态类型名", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@NotEmpty(message = "状态类型名不能为空")
private String name;
// TODO @lzxhqs： VO 里面，我们不使用默认值哈。这里 Lists.newArrayList() 看看怎么去掉。上面 deptIds 也是类似噢
@Schema(description = "使用的部门编号", requiredMode = Schema.RequiredMode.REQUIRED)
private List<Long> deptIds = Lists.newArrayList();
@Schema(description = "商机状态集合", requiredMode = Schema.RequiredMode.REQUIRED)
private List<CrmBusinessStatusSaveReqVO> statusList;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.clue;
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.clue.vo.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.service.clue.CrmClueService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - 线索")
@RestController
@RequestMapping("/crm/clue")
@Validated
public class CrmClueController {
@Resource
private CrmClueService clueService;
@PostMapping("/create")
@Operation(summary = "创建线索")
@PreAuthorize("@ss.hasPermission('crm:clue:create')")
public CommonResult<Long> createClue(@Valid @RequestBody CrmClueSaveReqVO createReqVO) {
return success(clueService.createClue(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新线索")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> updateClue(@Valid @RequestBody CrmClueSaveReqVO updateReqVO) {
clueService.updateClue(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除线索")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:clue:delete')")
public CommonResult<Boolean> deleteClue(@RequestParam("id") Long id) {
clueService.deleteClue(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得线索")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<CrmClueRespVO> getClue(@RequestParam("id") Long id) {
CrmClueDO clue = clueService.getClue(id);
return success(BeanUtils.toBean(clue, CrmClueRespVO.class));
}
@GetMapping("/page")
@Operation(summary = "获得线索分页")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<PageResult<CrmClueRespVO>> getCluePage(@Valid CrmCluePageReqVO pageVO) {
PageResult<CrmClueDO> pageResult = clueService.getCluePage(pageVO, getLoginUserId());
return success(BeanUtils.toBean(pageResult, CrmClueRespVO.class));
}
@GetMapping("/export-excel")
@Operation(summary = "导出线索 Excel")
@PreAuthorize("@ss.hasPermission('crm:clue:export')")
@OperateLog(type = EXPORT)
public void exportClueExcel(@Valid CrmCluePageReqVO pageReqVO, HttpServletResponse response) throws IOException {
pageReqVO.setPageSize(PAGE_SIZE_NONE);
List<CrmClueDO> list = clueService.getCluePage(pageReqVO, getLoginUserId()).getList();
// 导出 Excel
List<CrmClueRespVO> datas = BeanUtils.toBean(list, CrmClueRespVO.class);
ExcelUtils.write(response, "线索.xls", "数据", CrmClueRespVO.class, datas);
}
@PutMapping("/transfer")
@Operation(summary = "线索转移")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> transferClue(@Valid @RequestBody CrmClueTransferReqVO reqVO) {
clueService.transferClue(reqVO, getLoginUserId());
return success(true);
}
@PostMapping("/transform")
@Operation(summary = "线索转化为客户")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> translateCustomer(@Valid @RequestBody CrmClueTranslateReqVO reqVO) {
clueService.translateCustomer(reqVO, getLoginUserId());
return success(Boolean.TRUE);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 线索分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmCluePageReqVO extends PageParam {
@Schema(description = "线索名称", example = "线索xxx")
private String name;
@Schema(description = "电话", example = "18000000000")
private String telephone;
@Schema(description = "手机号", example = "18000000000")
private String mobile;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
private Boolean pool; // null 则表示为不是公海数据
@Schema(description = "所属行业", example = "1")
private Integer industryId;
@Schema(description = "客户等级", example = "1")
private Integer level;
@Schema(description = "客户来源", example = "1")
private Integer source;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - 线索 Response VO")
@Data
@ToString(callSuper = true)
@ExcelIgnoreUnannotated
public class CrmClueRespVO {
@Schema(description = "编号，主键自增", requiredMode = Schema.RequiredMode.REQUIRED, example = "10969")
@ExcelProperty("编号")
private Long id;
@Schema(description = "转化状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@ExcelProperty(value = "转化状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean transformStatus;
@Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@ExcelProperty(value = "跟进状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean followUpStatus;
@Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
@ExcelProperty("线索名称")
private String name;
@Schema(description = "客户 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "520")
// TODO 这里需要导出成客户名称
@ExcelProperty("客户id")
private Long customerId;
@Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "电话", example = "18000000000")
@ExcelProperty("电话")
private String telephone;
@Schema(description = "手机号", example = "18000000000")
@ExcelProperty("手机号")
private String mobile;
@Schema(description = "地址", example = "北京市海淀区")
@ExcelProperty("地址")
private String address;
@Schema(description = "负责人编号")
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@Schema(description = "最后跟进时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "备注", example = "随便")
@ExcelProperty("备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "所属行业", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL)
private Integer level;
@Schema(description = "客户来源", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE)
private Integer source;
@Schema(description = "网址", example = "25682")
@ExcelProperty("网址")
private String website;
@Schema(description = "QQ", example = "25682")
@ExcelProperty("QQ")
private String qq;
@Schema(description = "wechat", example = "25682")
@ExcelProperty("wechat")
private String wechat;
@Schema(description = "email", example = "25682")
@ExcelProperty("email")
private String email;
@Schema(description = "客户描述", example = "25682")
@ExcelProperty("客户描述")
private String description;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerIndustryParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerLevelParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerSourceParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.Email;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.Size;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
@Schema(description = "管理后台 - CRM 线索 创建/更新 Request VO")
@Data
public class CrmClueSaveReqVO {
@Schema(description = "编号", example = "10969")
private Long id;
@Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
@DiffLogField(name = "线索名称")
@NotEmpty(message = "线索名称不能为空")
private String name;
@Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
@DiffLogField(name = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactNextTime;
@Schema(description = "电话", example = "18000000000")
@DiffLogField(name = "电话")
@Telephone
private String telephone;
@Schema(description = "手机号", example = "18000000000")
@DiffLogField(name = "手机号")
@Mobile
private String mobile;
@Schema(description = "地址", example = "北京市海淀区")
@DiffLogField(name = "地址")
private String address;
@Schema(description = "最后跟进时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@DiffLogField(name = "最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "负责人编号", example = "2048")
private Long ownerUserId;
@Schema(description = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "所属行业", example = "1")
@DiffLogField(name = "所属行业", function = CrmCustomerIndustryParseFunction.NAME)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", example = "2")
@DiffLogField(name = "客户等级", function = CrmCustomerLevelParseFunction.NAME)
@InEnum(CrmCustomerLevelEnum.class)
private Integer level;
@Schema(description = "客户来源", example = "3")
@DiffLogField(name = "客户来源", function = CrmCustomerSourceParseFunction.NAME)
private Integer source;
@Schema(description = "网址", example = "https://www.baidu.com")
@DiffLogField(name = "网址")
private String website;
@Schema(description = "QQ", example = "123456789")
@DiffLogField(name = "QQ")
@Size(max = 20, message = "QQ长度不能超过 20 个字符")
private String qq;
@Schema(description = "微信", example = "123456789")
@DiffLogField(name = "微信")
@Size(max = 255, message = "微信长度不能超过 255 个字符")
private String wechat;
@Schema(description = "邮箱", example = "123456789@qq.com")
@DiffLogField(name = "邮箱")
@Email(message = "邮箱格式不正确")
@Size(max = 255, message = "邮箱长度不能超过 255 个字符")
private String email;
@Schema(description = "客户描述", example = "任意文字")
@DiffLogField(name = "客户描述")
@Size(max = 4096, message = "客户描述长度不能超过 4096 个字符")
private String description;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
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 jakarta.validation.constraints.NotNull;
import lombok.Data;
@Schema(description = "管理后台 - 线索转移 Request VO")
@Data
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;
@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")
private Long newOwnerUserId;
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(value = CrmPermissionLevelEnum.class)
private Integer oldOwnerPermissionLevel; // 老负责人加入团队后的权限级别。如果 null 说明移除
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTranslateReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import lombok.Data;
import java.util.Set;
@Schema(description = "管理后台 - 线索转化为客户 Request VO")
@Data
public class CrmClueTranslateReqVO {
@Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1024, 1025]")
@NotEmpty(message = "线索编号不能为空")
private Set<Long> ids;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.hutool.core.util.NumberUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
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.contact.vo.*;
import cn.iocoder.yudao.module.crm.convert.contact.CrmContactConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants;
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.customer.CrmCustomerService;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import com.google.common.collect.Lists;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import lombok.extern.slf4j.Slf4j;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM 联系人")
@RestController
@RequestMapping("/crm/contact")
@Validated
@Slf4j
public class CrmContactController {
@Resource
private CrmContactService contactService;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmContactBusinessService contactBusinessLinkService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建联系人")
@PreAuthorize("@ss.hasPermission('crm:contact:create')")
public CommonResult<Long> createContact(@Valid @RequestBody CrmContactSaveReqVO createReqVO) {
return success(contactService.createContact(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新联系人")
@OperateLog(enable = false)
@PreAuthorize("@ss.hasPermission('crm:contact:update')")
public CommonResult<Boolean> updateContact(@Valid @RequestBody CrmContactSaveReqVO updateReqVO) {
contactService.updateContact(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除联系人")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contact:delete')")
public CommonResult<Boolean> deleteContact(@RequestParam("id") Long id) {
contactService.deleteContact(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得联系人")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<CrmContactRespVO> getContact(@RequestParam("id") Long id) {
CrmContactDO contact = contactService.getContact(id);
if (contact == null) {
throw exception(ErrorCodeConstants.CONTACT_NOT_EXISTS);
}
// 1. 获取用户名
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(CollUtil.removeNull(Lists.newArrayList(
NumberUtil.parseLong(contact.getCreator()), contact.getOwnerUserId())));
// 2. 获取客户信息
List<CrmCustomerDO> customerList = customerService.getCustomerList(
Collections.singletonList(contact.getCustomerId()));
// 3. 直属上级
List<CrmContactDO> parentContactList = contactService.getContactListByIds(
Collections.singletonList(contact.getParentId()), getLoginUserId());
return success(CrmContactConvert.INSTANCE.convert(contact, userMap, customerList, parentContactList));
}
@GetMapping("/list-by-ids")
@Operation(summary = "获得联系人列表")
@Parameter(name = "ids", description = "编号", required = true, example = "[1024]")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmContactRespVO>> getContactListByIds(@RequestParam("ids") List<Long> ids) {
return success(BeanUtils.toBean(contactService.getContactListByIds(ids, getLoginUserId()), CrmContactRespVO.class));
}
@GetMapping("/simple-all-list")
@Operation(summary = "获得联系人的精简列表")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmContactRespVO>> getSimpleContactList() {
List<CrmContactDO> list = contactService.getSimpleContactList(getLoginUserId());
return success(convertList(list, contact -> // 只返回 id、name 字段
new CrmContactRespVO().setId(contact.getId()).setName(contact.getName())));
}
@GetMapping("/page")
@Operation(summary = "获得联系人分页")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<PageResult<CrmContactRespVO>> getContactPage(@Valid CrmContactPageReqVO pageVO) {
PageResult<CrmContactDO> pageResult = contactService.getContactPage(pageVO, getLoginUserId());
return success(buildContactDetailPage(pageResult));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得联系人分页，基于指定客户")
public CommonResult<PageResult<CrmContactRespVO>> getContactPageByCustomer(@Valid CrmContactPageReqVO pageVO) {
Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmContactDO> pageResult = contactService.getContactPageByCustomerId(pageVO);
return success(buildContactDetailPage(pageResult));
}
@GetMapping("/export-excel")
@Operation(summary = "导出联系人 Excel")
@PreAuthorize("@ss.hasPermission('crm:contact:export')")
@OperateLog(type = EXPORT)
public void exportContactExcel(@Valid CrmContactPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageNo(PAGE_SIZE_NONE);
PageResult<CrmContactDO> pageResult = contactService.getContactPage(exportReqVO, getLoginUserId());
ExcelUtils.write(response, "联系人.xls", "数据", CrmContactRespVO.class,
buildContactDetailPage(pageResult).getList());
}
/**
* 构建详细的联系人分页结果
*
* @param pageResult 简单的联系人分页结果
* @return 详细的联系人分页结果
*/
private PageResult<CrmContactRespVO> buildContactDetailPage(PageResult<CrmContactDO> pageResult) {
List<CrmContactDO> contactList = pageResult.getList();
if (CollUtil.isEmpty(contactList)) {
return PageResult.empty(pageResult.getTotal());
}
// 1. 获取客户列表
List<CrmCustomerDO> crmCustomerDOList = customerService.getCustomerList(
convertSet(contactList, CrmContactDO::getCustomerId));
// 2. 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(contactList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
// 3. 直属上级
List<CrmContactDO> parentContactList = contactService.getContactListByIds(
convertSet(contactList, CrmContactDO::getParentId), getLoginUserId());
return CrmContactConvert.INSTANCE.convertPage(pageResult, userMap, crmCustomerDOList, parentContactList);
}
@PutMapping("/transfer")
@Operation(summary = "联系人转移")
@PreAuthorize("@ss.hasPermission('crm:contact:update')")
public CommonResult<Boolean> transferContact(@Valid @RequestBody CrmContactTransferReqVO reqVO) {
contactService.transferContact(reqVO, getLoginUserId());
return success(true);
}
// ================== 关联/取关联系人 ===================
@PostMapping("/create-business-list")
@Operation(summary = "创建联系人与商机的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:create-business')")
public CommonResult<Boolean> createContactBusinessList(@Valid @RequestBody CrmContactBusinessReqVO createReqVO) {
contactBusinessLinkService.createContactBusinessList(createReqVO);
return success(true);
}
@DeleteMapping("/delete-business-list")
@Operation(summary = "删除联系人与联系人的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:delete-business')")
public CommonResult<Boolean> deleteContactBusinessList(@Valid @RequestBody CrmContactBusinessReqVO deleteReqVO) {
contactBusinessLinkService.deleteContactBusinessList(deleteReqVO);
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.util.List;
@Schema(description = "管理后台 - CRM 联系人商机 Request VO") // 用于关联，取消关联的操作
@Data
public class CrmContactBusinessReqVO {
@Schema(description = "联系人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20878")
@NotNull(message="联系人不能为空")
private Long contactId;
@Schema(description = "商机编号数组", requiredMode = Schema.RequiredMode.REQUIRED, example = "7638")
@NotEmpty(message="商机不能为空")
private List<Long> businessIds;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 联系人分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmContactPageReqVO extends PageParam {
@Schema(description = "姓名", example = "芋艿")
private String name;
@Schema(description = "客户编号", example = "10795")
private Long customerId;
@Schema(description = "手机号", example = "13898273941")
private String mobile;
@Schema(description = "电话", example = "021-383773")
private String telephone;
@Schema(description = "电子邮箱", example = "111@22.com")
private String email;
@Schema(description = "QQ", example = "3882872")
private Long qq;
@Schema(description = "微信", example = "zzZ98373")
private String wechat;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 联系人 Response VO")
@Data
@ToString(callSuper = true)
@ExcelIgnoreUnannotated
public class CrmContactRespVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "3167")
private Long id;
@Schema(description = "姓名", example = "芋艿")
@ExcelProperty(value = "姓名", order = 1)
private String name;
@Schema(description = "客户编号", example = "10795")
private Long customerId;
@Schema(description = "性别")
@ExcelProperty(value = "性别", converter = DictConvert.class, order = 3)
@DictFormat(cn.iocoder.yudao.module.system.enums.DictTypeConstants.USER_SEX)
private Integer sex;
@Schema(description = "职位")
@ExcelProperty(value = "职位", order = 3)
private String post;
@Schema(description = "是否关键决策人")
@ExcelProperty(value = "是否关键决策人", converter = DictConvert.class, order = 3)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean master;
@Schema(description = "直属上级", example = "23457")
private Long parentId;
@Schema(description = "手机号", example = "1387171766")
@ExcelProperty(value = "手机号", order = 4)
private String mobile;
@Schema(description = "电话", example = "021-0029922")
@ExcelProperty(value = "电话", order = 4)
private String telephone;
@Schema(description = "QQ", example = "197272662")
@ExcelProperty(value = "QQ", order = 4)
private Long qq;
@Schema(description = "微信", example = "zzz3883")
@ExcelProperty(value = "微信", order = 4)
private String wechat;
@Schema(description = "电子邮箱", example = "1111@22.com")
@ExcelProperty(value = "邮箱", order = 4)
private String email;
@Schema(description = "地区编号", example = "20158")
private Integer areaId;
@Schema(description = "地址")
@ExcelProperty(value = "地址", order = 5)
private String detailAddress;
@Schema(description = "备注", example = "你说的对")
@ExcelProperty(value = "备注", order = 6)
private String remark;
@Schema(description = "负责人用户编号", example = "14334")
private Long ownerUserId;
@Schema(description = "最后跟进时间")
@ExcelProperty(value = "最后跟进时间", order = 6)
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@ExcelProperty(value = "下次联系时间", order = 6)
private LocalDateTime contactNextTime;
@Schema(description = "创建人", example = "25682")
private String creator;
@Schema(description = "创建人名字", example = "test")
@ExcelProperty(value = "创建人", order = 8)
private String creatorName;
@ExcelProperty(value = "客户名称", order = 2)
@Schema(description = "客户名字", example = "test")
private String customerName;
@Schema(description = "负责人", example = "test")
@ExcelProperty(value = "负责人", order = 7)
private String ownerUserName;
@Schema(description = "直属上级名", example = "芋头")
@ExcelProperty(value = "直属上级", order = 4)
private String parentName;
@Schema(description = "地区名", example = "上海上海市浦东新区")
@ExcelProperty(value = "地区", order = 5)
private String areaName;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.*;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.Email;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 联系人创建/更新 Request VO")
@Data
public class CrmContactSaveReqVO {
@Schema(description = "主键", example = "3167")
private Long id;
@Schema(description = "姓名", example = "芋艿")
@NotNull(message = "姓名不能为空")
@DiffLogField(name = "姓名")
private String name;
@Schema(description = "客户编号", example = "10795")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
private Long customerId;
@Schema(description = "性别")
@DiffLogField(name = "性别", function = SysSexParseFunction.NAME)
private Integer sex;
@Schema(description = "职位")
@DiffLogField(name = "职位")
private String post;
@Schema(description = "是否关键决策人")
@DiffLogField(name = "关键决策人", function = SysBooleanParseFunction.NAME)
private Boolean master;
@Schema(description = "直属上级", example = "23457")
@DiffLogField(name = "直属上级", function = CrmContactParseFunction.NAME)
private Long parentId;
@Schema(description = "手机号", example = "1387171766")
@Mobile
@DiffLogField(name = "手机号")
private String mobile;
@Schema(description = "电话", example = "021-0029922")
@Telephone
@DiffLogField(name = "电话")
private String telephone;
@Schema(description = "QQ", example = "197272662")
@DiffLogField(name = "QQ")
private Long qq;
@Schema(description = "微信", example = "zzz3883")
@DiffLogField(name = "微信")
private String wechat;
@Schema(description = "电子邮箱", example = "1111@22.com")
@DiffLogField(name = "邮箱")
@Email
private String email;
@Schema(description = "地区编号", example = "20158")
@DiffLogField(name = "所在地", function = SysAreaParseFunction.NAME)
private Integer areaId;
@Schema(description = "地址")
@DiffLogField(name = "地址")
private String detailAddress;
@Schema(description = "备注", example = "你说的对")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "负责人用户编号", example = "14334")
@NotNull(message = "负责人不能为空")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
private Long ownerUserId;
@Schema(description = "最后跟进时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@DiffLogField(name = "最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY)
@DiffLogField(name = "下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "关联商机 ID", example = "122233")
private Long businessId; // 注意：该字段用于在【商机】详情界面「新建联系人」时，自动进行关联
}

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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.Data;
import jakarta.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 联系人转移 Request VO")
@Data
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;
/**
* 新负责人的用户编号
*/
@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")
private Long newOwnerUserId;
/**
* 老负责人加入团队后的权限级别。如果 null 说明移除
*
* 关联 {@link CrmPermissionLevelEnum}
*/
@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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
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.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.convert.contract.CrmContractConvert;
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.contract.CrmContractProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
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.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static java.util.Collections.singletonList;
@Tag(name = "管理后台 - CRM 合同")
@RestController
@RequestMapping("/crm/contract")
@Validated
public class CrmContractController {
@Resource
private CrmContractService contractService;
@Resource
private CrmCustomerService customerService;
@Resource
private CrmContactService contactService;
@Resource
private CrmBusinessService businessService;
@Resource
private CrmProductService productService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建合同")
@PreAuthorize("@ss.hasPermission('crm:contract:create')")
public CommonResult<Long> createContract(@Valid @RequestBody CrmContractSaveReqVO createReqVO) {
return success(contractService.createContract(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新合同")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> updateContract(@Valid @RequestBody CrmContractSaveReqVO updateReqVO) {
contractService.updateContract(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除合同")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contract:delete')")
public CommonResult<Boolean> deleteContract(@RequestParam("id") Long id) {
contractService.deleteContract(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得合同")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<CrmContractRespVO> getContract(@RequestParam("id") Long id) {
// 1. 查询合同
CrmContractDO contract = contractService.getContract(id);
if (contract == null) {
return success(null);
}
// 2. 拼接合同信息
List<CrmContractRespVO> respVOList = buildContractDetailList(singletonList(contract));
return success(respVOList.get(0));
}
@GetMapping("/page")
@Operation(summary = "获得合同分页")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<PageResult<CrmContractRespVO>> getContractPage(@Valid CrmContractPageReqVO pageVO) {
PageResult<CrmContractDO> pageResult = contractService.getContractPage(pageVO, getLoginUserId());
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得合同分页，基于指定客户")
public CommonResult<PageResult<CrmContractRespVO>> getContractPageByCustomer(@Valid CrmContractPageReqVO pageVO) {
Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomerId(pageVO);
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/export-excel")
@Operation(summary = "导出合同 Excel")
@PreAuthorize("@ss.hasPermission('crm:contract:export')")
@OperateLog(type = EXPORT)
public void exportContractExcel(@Valid CrmContractPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
PageResult<CrmContractDO> pageResult = contractService.getContractPage(exportReqVO, getLoginUserId());
// 导出 Excel
ExcelUtils.write(response, "合同.xls", "数据", CrmContractRespVO.class,
BeanUtils.toBean(pageResult.getList(), CrmContractRespVO.class));
}
@PutMapping("/transfer")
@Operation(summary = "合同转移")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> transferContract(@Valid @RequestBody CrmContractTransferReqVO reqVO) {
contractService.transferContract(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/submit")
@Operation(summary = "提交合同审批")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
contractService.submitContract(id, getLoginUserId());
return success(true);
}
/**
* 构建详细的合同结果
*
* @param contractList 原始合同信息
* @return 细的合同结果
*/
private List<CrmContractRespVO> buildContractDetailList(List<CrmContractDO> contractList) {
if (CollUtil.isEmpty(contractList)) {
return Collections.emptyList();
}
// 1. 获取客户列表
List<CrmCustomerDO> customerList = customerService.getCustomerList(
convertSet(contractList, CrmContractDO::getCustomerId));
// 2. 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(contractList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
// 3. 获取联系人
Map<Long, CrmContactDO> contactMap = convertMap(contactService.getContactListByIds(convertSet(contractList,
CrmContractDO::getContactId)), CrmContactDO::getId);
// 4. 获取商机
Map<Long, CrmBusinessDO> businessMap = convertMap(businessService.getBusinessList(convertSet(contractList,
CrmContractDO::getBusinessId)), CrmBusinessDO::getId);
// 5. 获取合同关联的商品
Map<Long, CrmContractProductDO> contractProductMap = null;
List<CrmProductDO> productList = null;
if (contractList.size() == 1) {
List<CrmContractProductDO> contractProductList = contractService.getContractProductListByContractId(contractList.get(0).getId());
contractProductMap = convertMap(contractProductList, CrmContractProductDO::getProductId);
productList = productService.getProductListByIds(convertSet(contractProductList, CrmContractProductDO::getProductId));
}
return CrmContractConvert.INSTANCE.convertList(contractList, userMap, customerList, contactMap, businessMap, contractProductMap, productList);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 合同分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmContractPageReqVO extends PageParam {
/**
* 过期类型 - 即将过期
*/
public static final Integer EXPIRY_TYPE_ABOUT_TO_EXPIRE = 1;
/**
* 过期类型 - 已过期
*/
public static final Integer EXPIRY_TYPE_EXPIRED = 2;
@Schema(description = "合同编号", example = "XYZ008")
private String no;
@Schema(description = "合同名称", example = "王五")
private String name;
@Schema(description = "客户编号", example = "18336")
private Long customerId;
@Schema(description = "商机编号", example = "10864")
private Long businessId;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "审批状态", example = "20")
@InEnum(CrmAuditStatusEnum.class)
private Integer auditStatus;
@Schema(description = "过期类型", example = "1")
private Integer expiryType; // 过期类型，为 null 时则表示全部
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 合同 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmContractRespVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@ExcelProperty("合同编号")
private Long id;
@Schema(description = "合同名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@ExcelProperty("合同名称")
private String name;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "18336")
@ExcelProperty("客户编号")
private Long customerId;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "18336")
@ExcelProperty("客户名称")
private String customerName;
@Schema(description = "商机编号", example = "10864")
@ExcelProperty("商机编号")
private Long businessId;
@Schema(description = "商机名称", example = "10864")
@ExcelProperty("商机名称")
private String businessName;
@Schema(description = "工作流编号", example = "1043")
@ExcelProperty("工作流编号")
private Long processInstanceId;
@Schema(description = "下单日期", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("下单日期")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime orderDate;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "17144")
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
// TODO @芋艿：未来应该支持自动生成；
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20230101")
@ExcelProperty("合同编号")
private String no;
@Schema(description = "开始时间")
@ExcelProperty("开始时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime startTime;
@Schema(description = "结束时间")
@ExcelProperty("结束时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime endTime;
@Schema(description = "合同金额", example = "5617")
@ExcelProperty("合同金额")
private Integer price;
@Schema(description = "整单折扣")
@ExcelProperty("整单折扣")
private Integer discountPercent;
@Schema(description = "产品总金额", example = "19510")
@ExcelProperty("产品总金额")
private Integer productPrice;
@Schema(description = "联系人编号", example = "18546")
@ExcelProperty("联系人编号")
private Long contactId;
@Schema(description = "联系人编号", example = "18546")
@ExcelProperty("联系人编号")
private String contactName;
@Schema(description = "公司签约人", example = "14036")
@ExcelProperty("公司签约人")
private Long signUserId;
@Schema(description = "公司签约人", example = "14036")
@ExcelProperty("公司签约人")
private String signUserName;
@Schema(description = "最后跟进时间")
@ExcelProperty("最后跟进时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactLastTime;
@Schema(description = "备注", example = "你猜")
@ExcelProperty("备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime createTime;
@Schema(description = "创建人", example = "25682")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "test")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime updateTime;
@Schema(description = "负责人", example = "test")
@ExcelProperty("负责人")
private String ownerUserName;
@Schema(description = "审批状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
@ExcelProperty("审批状态")
private Integer auditStatus;
@Schema(description = "产品列表")
private List<CrmContractProductItemRespVO> productItems;
// TODO @puhui999：可以直接叫 Item
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmContractProductItemRespVO {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private Long id;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "我是产品")
private String name;
@Schema(description = "产品编码", requiredMode = Schema.RequiredMode.REQUIRED, example = "N881")
private String no;
@Schema(description = "单位", requiredMode = Schema.RequiredMode.REQUIRED, example = "10")
private Integer unit;
@Schema(description = "价格，单位：分", requiredMode = Schema.RequiredMode.REQUIRED, example = "100")
private Integer price;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "20")
private Integer count;
@Schema(description = "产品折扣", example = "99")
private Integer discountPercent;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmBusinessParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmContactParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysAdminUserParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 合同创建/更新 Request VO")
@Data
public class CrmContractSaveReqVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private Long id;
@Schema(description = "合同名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@DiffLogField(name = "合同名称")
@NotNull(message = "合同名称不能为空")
private String name;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "18336")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
@NotNull(message = "客户编号不能为空")
private Long customerId;
@Schema(description = "商机编号", example = "10864")
@DiffLogField(name = "商机", function = CrmBusinessParseFunction.NAME)
private Long businessId;
@Schema(description = "下单日期", requiredMode = Schema.RequiredMode.REQUIRED)
@DiffLogField(name = "下单日期")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
@NotNull(message = "下单日期不能为空")
private LocalDateTime orderDate;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "17144")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
@NotNull(message = "负责人不能为空")
private Long ownerUserId;
// TODO @芋艿：未来应该支持自动生成；
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20230101")
@DiffLogField(name = "合同编号")
@NotNull(message = "合同编号不能为空")
private String no;
@Schema(description = "开始时间")
@DiffLogField(name = "开始时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime startTime;
@Schema(description = "结束时间")
@DiffLogField(name = "结束时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime endTime;
@Schema(description = "合同金额", example = "5617")
@DiffLogField(name = "合同金额")
private Integer price;
@Schema(description = "整单折扣")
@DiffLogField(name = "整单折扣")
private Integer discountPercent;
@Schema(description = "产品总金额", example = "19510")
@DiffLogField(name = "产品总金额")
private Integer productPrice;
@Schema(description = "联系人编号", example = "18546")
@DiffLogField(name = "联系人", function = CrmContactParseFunction.NAME)
private Long contactId;
@Schema(description = "公司签约人", example = "14036")
@DiffLogField(name = "公司签约人", function = SysAdminUserParseFunction.NAME)
private Long signUserId;
@Schema(description = "备注", example = "你猜")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "产品列表")
private List<CrmContractProductItem> productItems;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class CrmContractProductItem {
@Schema(description = "产品编号", example = "20529")
@NotNull(message = "产品编号不能为空")
private Long id;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@NotNull(message = "产品数量不能为空")
private Integer count;
@Schema(description = "产品折扣")
private Integer discountPercent;
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractTransferReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo;
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.Data;
import jakarta.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 合同转移 Request VO")
@Data
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;
@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")
private Long newOwnerUserId;
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(value = CrmPermissionLevelEnum.class)
private Integer oldOwnerPermissionLevel;
}

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### 请求 /transfer
PUT {{baseUrl}}/crm/customer/transfer
Content-Type: application/-id: {{adminTenentId}}json
Authorization: Bearer {{token}}
tenant
{
"id": 10,
"newOwnerUserId": 127
}
### 自定义日志记录结果
### 操作日志 ===> OperateLogV2CreateReqBO(traceId=, userId=1, userType=2, module=CRM-客户, name=客户转移, bizId=10, content=把客户【张三】的负责人从【芋道源码(15612345678)】变更为了【tttt】, requestMethod=PUT, requestUrl=/admin-api/crm/customer/transfer, userIp=127.0.0.1, userAgent=Apache-HttpClient/4.5.14 (Java/17.0.9))
### diff 日志
### | 操作日志 ===> OperateLogV2CreateReqBO(traceId=, userId=1, userType=2, module=CRM-客户, name=更新客户, bizId=11, content=更新了客户【所属行业】从【H 住宿和餐饮业】修改为【D 电力、热力、燃气及水生产和供应业】；【客户等级】从【C （非优先客户）】修改为【A （重点客户）】；【客户来源】从【线上咨询】修改为【预约上门】, requestMethod=PUT, requestUrl=/admin-api/crm/customer/update, userIp=0:0:0:0:0:0:0:1, userAgent=Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/119.0.0.0 Safari/537.36)

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package cn.iocoder.yudao.module.crm.controller.admin.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.map.MapUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
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.*;
import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerPoolConfigService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.mapstruct.ap.internal.util.Collections;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.time.LocalDateTime;
import java.util.Arrays;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
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.ErrorCodeConstants.CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED;
@Tag(name = "管理后台 - CRM 客户")
@RestController
@RequestMapping("/crm/customer")
@Validated
public class CrmCustomerController {
@Resource
private CrmCustomerService customerService;
@Resource
private CrmCustomerPoolConfigService customerPoolConfigService;
@Resource
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建客户")
@PreAuthorize("@ss.hasPermission('crm:customer:create')")
public CommonResult<Long> createCustomer(@Valid @RequestBody CrmCustomerSaveReqVO createReqVO) {
return success(customerService.createCustomer(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> updateCustomer(@Valid @RequestBody CrmCustomerSaveReqVO updateReqVO) {
customerService.updateCustomer(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除客户")
@Parameter(name = "id", description = "客户编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:customer:delete')")
public CommonResult<Boolean> deleteCustomer(@RequestParam("id") Long id) {
customerService.deleteCustomer(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得客户")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<CrmCustomerRespVO> getCustomer(@RequestParam("id") Long id) {
// 1. 获取客户
CrmCustomerDO customer = customerService.getCustomer(id);
if (customer == null) {
return success(null);
}
// 2. 拼接数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
Collections.asSet(Long.valueOf(customer.getCreator()), customer.getOwnerUserId()));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
return success(CrmCustomerConvert.INSTANCE.convert(customer, userMap, deptMap));
}
@GetMapping("/page")
@Operation(summary = "获得客户分页")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
// 1. 查询客户分页
PageResult<CrmCustomerDO> pageResult = customerService.getCustomerPage(pageVO, getLoginUserId());
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 2. 拼接数据
Map<Long, Long> poolDayMap = Boolean.TRUE.equals(pageVO.getPool()) ? null :
getPoolDayMap(pageResult.getList()); // 客户界面，需要查看距离进入公海的时间
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(pageResult.getList(), user -> Stream.of(Long.parseLong(user.getCreator()), user.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap, poolDayMap));
}
@GetMapping("/put-in-pool-remind-page")
@Operation(summary = "获得待进入公海客户分页")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getPutInPoolRemindCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
// 获取公海配置 TODO @dbh52：合并到 getPutInPoolRemindCustomerPage 会更合适哈；
CrmCustomerPoolConfigDO poolConfigDO = customerPoolConfigService.getCustomerPoolConfig();
if (ObjUtil.isNull(poolConfigDO)
|| Boolean.FALSE.equals(poolConfigDO.getEnabled())
|| Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())
) { // TODO @dbh52：这个括号，一般不换行，在 java 这里；
throw exception(CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED);
}
// 1. 查询客户分页
PageResult<CrmCustomerDO> pageResult = customerService.getPutInPoolRemindCustomerPage(pageVO, poolConfigDO, getLoginUserId());
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 2. 拼接数据
// TODO @芋艿：合并 getCustomerPage 和 getPutInPoolRemindCustomerPage 的后置处理；
Map<Long, Long> poolDayMap = getPoolDayMap(pageResult.getList()); // 客户界面，需要查看距离进入公海的时间
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(pageResult.getList(), user -> Stream.of(Long.parseLong(user.getCreator()), user.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap, poolDayMap));
}
/**
* 获取距离进入公海的时间
*
* @param customerList 客户列表
* @return Map<key 客户编号, value 距离进入公海的时间>
*/
private Map<Long, Long> getPoolDayMap(List<CrmCustomerDO> customerList) {
CrmCustomerPoolConfigDO poolConfig = customerPoolConfigService.getCustomerPoolConfig();
if (poolConfig == null || !poolConfig.getEnabled()) {
return MapUtil.empty();
}
return convertMap(customerList, CrmCustomerDO::getId, customer -> {
// 1.1 未成交放入公海天数
long dealExpireDay = 0;
if (!customer.getDealStatus()) {
dealExpireDay = poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getCreateTime());
}
// 1.2 未跟进放入公海天数
LocalDateTime lastTime = ObjUtil.defaultIfNull(customer.getContactLastTime(), customer.getCreateTime());
long contactExpireDay = poolConfig.getContactExpireDays() - LocalDateTimeUtils.between(lastTime);
if (contactExpireDay < 0) {
contactExpireDay = 0;
}
// 2. 返回最小的天数
return Math.min(dealExpireDay, contactExpireDay);
});
}
@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<CrmCustomerRespVO>> getSimpleDeptList() {
CrmCustomerPageReqVO reqVO = new CrmCustomerPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
List<CrmCustomerDO> list = customerService.getCustomerPage(reqVO, getLoginUserId()).getList();
return success(convertList(list, customer -> // 只返回 id、name 精简字段
new CrmCustomerRespVO().setId(customer.getId()).setName(customer.getName())));
}
// TODO @puhui999：公海的导出，前端可以接下
@GetMapping("/export-excel")
@Operation(summary = "导出客户 Excel")
@PreAuthorize("@ss.hasPermission('crm:customer:export')")
@OperateLog(type = EXPORT)
public void exportCustomerExcel(@Valid CrmCustomerPageReqVO pageVO,
HttpServletResponse response) throws IOException {
pageVO.setPageSize(PAGE_SIZE_NONE); // 不分页
List<CrmCustomerDO> list = customerService.getCustomerPage(pageVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "客户.xls", "数据", CrmCustomerRespVO.class,
BeanUtils.toBean(list, CrmCustomerRespVO.class));
}
@GetMapping("/get-import-template")
@Operation(summary = "获得导入客户模板")
public void importTemplate(HttpServletResponse response) throws IOException {
// 手动创建导出 demo
List<CrmCustomerImportExcelVO> list = Arrays.asList(
CrmCustomerImportExcelVO.builder().name("芋道").industryId(1).level(1).source(1).mobile("15601691300").telephone("")
.website("https://doc.iocoder.cn/").qq("").wechat("").email("yunai@iocoder.cn").description("").remark("")
.areaId(null).detailAddress("").build(),
CrmCustomerImportExcelVO.builder().name("源码").industryId(1).level(1).source(1).mobile("15601691300").telephone("")
.website("https://doc.iocoder.cn/").qq("").wechat("").email("yunai@iocoder.cn").description("").remark("")
.areaId(null).detailAddress("").build()
);
// 输出
ExcelUtils.write(response, "客户导入模板.xls", "客户列表", CrmCustomerImportExcelVO.class, list);
}
@PostMapping("/import")
@Operation(summary = "导入客户")
@PreAuthorize("@ss.hasPermission('system:customer:import')")
public CommonResult<CrmCustomerImportRespVO> importExcel(@Valid @RequestBody CrmCustomerImportReqVO importReqVO)
throws Exception {
List<CrmCustomerImportExcelVO> list = ExcelUtils.read(importReqVO.getFile(), CrmCustomerImportExcelVO.class);
return success(customerService.importCustomerList(list, importReqVO));
}
@PutMapping("/transfer")
@Operation(summary = "转移客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> transferCustomer(@Valid @RequestBody CrmCustomerTransferReqVO reqVO) {
customerService.transferCustomer(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/lock")
@Operation(summary = "锁定/解锁客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> lockCustomer(@Valid @RequestBody CrmCustomerLockReqVO lockReqVO) {
customerService.lockCustomer(lockReqVO, getLoginUserId());
return success(true);
}
// ==================== 公海相关操作 ====================
@PutMapping("/put-pool")
@Operation(summary = "数据放入公海")
@Parameter(name = "id", description = "客户编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> putCustomerPool(@RequestParam("id") Long id) {
customerService.putCustomerPool(id);
return success(true);
}
@PutMapping("/receive")
@Operation(summary = "领取公海客户")
@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(), Boolean.TRUE);
return success(true);
}
@PutMapping("/distribute")
@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(), Boolean.FALSE);
return success(true);
}
}

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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.module.crm.controller.admin.customer.vo.limitconfig.CrmCustomerLimitConfigPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig.CrmCustomerLimitConfigRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig.CrmCustomerLimitConfigSaveReqVO;
import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerLimitConfigConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerLimitConfigService;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
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.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.util.Collection;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
@Tag(name = "管理后台 - CRM 客户限制配置")
@RestController
@RequestMapping("/crm/customer-limit-config")
@Validated
public class CrmCustomerLimitConfigController {
@Resource
private CrmCustomerLimitConfigService customerLimitConfigService;
@Resource
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建客户限制配置")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:create')")
public CommonResult<Long> createCustomerLimitConfig(@Valid @RequestBody CrmCustomerLimitConfigSaveReqVO createReqVO) {
return success(customerLimitConfigService.createCustomerLimitConfig(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新客户限制配置")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:update')")
public CommonResult<Boolean> updateCustomerLimitConfig(@Valid @RequestBody CrmCustomerLimitConfigSaveReqVO updateReqVO) {
customerLimitConfigService.updateCustomerLimitConfig(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除客户限制配置")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:delete')")
public CommonResult<Boolean> deleteCustomerLimitConfig(@RequestParam("id") Long id) {
customerLimitConfigService.deleteCustomerLimitConfig(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得客户限制配置")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:query')")
public CommonResult<CrmCustomerLimitConfigRespVO> getCustomerLimitConfig(@RequestParam("id") Long id) {
CrmCustomerLimitConfigDO customerLimitConfig = customerLimitConfigService.getCustomerLimitConfig(id);
// 拼接数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(customerLimitConfig.getUserIds());
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(customerLimitConfig.getDeptIds());
return success(CrmCustomerLimitConfigConvert.INSTANCE.convert(customerLimitConfig, userMap, deptMap));
}
@GetMapping("/page")
@Operation(summary = "获得客户限制配置分页")
@PreAuthorize("@ss.hasPermission('crm:customer-limit-config:query')")
public CommonResult<PageResult<CrmCustomerLimitConfigRespVO>> getCustomerLimitConfigPage(@Valid CrmCustomerLimitConfigPageReqVO pageVO) {
PageResult<CrmCustomerLimitConfigDO> pageResult = customerLimitConfigService.getCustomerLimitConfigPage(pageVO);
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 拼接数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(pageResult.getList(), CrmCustomerLimitConfigDO::getUserIds, Collection::stream));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(
convertSetByFlatMap(pageResult.getList(), CrmCustomerLimitConfigDO::getDeptIds, Collection::stream));
return success(CrmCustomerLimitConfigConvert.INSTANCE.convertPage(pageResult, userMap, deptMap));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig.CrmCustomerPoolConfigRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig.CrmCustomerPoolConfigSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerPoolConfigService;
import io.swagger.v3.oas.annotations.Operation;
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.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 客户公海配置")
@RestController
@RequestMapping("/crm/customer-pool-config")
@Validated
public class CrmCustomerPoolConfigController {
@Resource
private CrmCustomerPoolConfigService customerPoolConfigService;
@GetMapping("/get")
@Operation(summary = "获取客户公海规则设置")
@PreAuthorize("@ss.hasPermission('crm:customer-pool-config:query')")
public CommonResult<CrmCustomerPoolConfigRespVO> getCustomerPoolConfig() {
CrmCustomerPoolConfigDO poolConfig = customerPoolConfigService.getCustomerPoolConfig();
return success(BeanUtils.toBean(poolConfig, CrmCustomerPoolConfigRespVO.class));
}
@PutMapping("/save")
@Operation(summary = "更新客户公海规则设置")
@PreAuthorize("@ss.hasPermission('crm:customer-pool-config:update')")
public CommonResult<Boolean> saveCustomerPoolConfig(@Valid @RequestBody CrmCustomerPoolConfigSaveReqVO updateReqVO) {
customerPoolConfigService.saveCustomerPoolConfig(updateReqVO);
return success(true);
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerDistributeReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.util.List;
@Schema(description = "管理后台 - CRM 客户分配公海给对应负责人 Request VO")
@Data
public class CrmCustomerDistributeReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1024]")
@NotEmpty(message = "客户编号不能为空")
private List<Long> ids;
@Schema(description = "负责人", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@NotNull(message = "负责人不能为空")
private Long ownerUserId;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import com.alibaba.excel.annotation.ExcelProperty;
import lombok.AllArgsConstructor;
import lombok.Builder;
import lombok.Data;
import lombok.NoArgsConstructor;
import lombok.experimental.Accessors;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.*;
/**
* 客户 Excel 导入 VO
*/
@Data
@Builder
@AllArgsConstructor
@NoArgsConstructor
@Accessors(chain = false) // 设置 chain = false，避免用户导入有问题
public class CrmCustomerImportExcelVO {
@ExcelProperty("客户名称")
private String name;
// TODO @puhui999：industryId、level、source 字段，可以研究下怎么搞下拉框
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_LEVEL)
private Integer level;
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_SOURCE)
private Integer source;
@ExcelProperty("手机")
private String mobile;
@ExcelProperty("电话")
private String telephone;
@ExcelProperty("网址")
private String website;
@ExcelProperty("QQ")
private String qq;
@ExcelProperty("微信")
private String wechat;
@ExcelProperty("邮箱")
private String email;
@ExcelProperty("客户描述")
private String description;
@ExcelProperty("备注")
private String remark;
// TODO @puhui999：需要选择省市区，需要研究下，怎么搞合理点；
@ExcelProperty("地区编号")
private Integer areaId;
@ExcelProperty("详细地址")
private String detailAddress;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Builder;
import lombok.Data;
import org.springframework.web.multipart.MultipartFile;
@Schema(description = "管理后台 - 客户导入 Request VO")
@Data
@Builder
public class CrmCustomerImportReqVO {
@Schema(description = "Excel 文件", requiredMode = Schema.RequiredMode.REQUIRED)
@NotNull(message = "Excel 文件不能为空")
private MultipartFile file;
@Schema(description = "是否支持更新", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@NotNull(message = "是否支持更新不能为空")
private Boolean updateSupport;
@Schema(description = "负责人", example = "1")
private Long ownerUserId; // 为 null 则客户进入公海
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Builder;
import lombok.Data;
import java.util.List;
import java.util.Map;
@Schema(description = "管理后台 - 客户导入 Response VO")
@Data
@Builder
public class CrmCustomerImportRespVO {
@Schema(description = "创建成功的客户名数组", requiredMode = Schema.RequiredMode.REQUIRED)
private List<String> createCustomerNames;
@Schema(description = "更新成功的客户名数组", requiredMode = Schema.RequiredMode.REQUIRED)
private List<String> updateCustomerNames;
@Schema(description = "导入失败的客户集合，key 为客户名，value 为失败原因", requiredMode = Schema.RequiredMode.REQUIRED)
private Map<String, String> failureCustomerNames;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerLockReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户锁定/解锁 Request VO")
@Data
public class CrmCustomerLockReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "客户锁定状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
private Boolean lockStatus;
}

39
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 客户分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmCustomerPageReqVO extends PageParam {
@Schema(description = "客户名称", example = "赵六")
private String name;
@Schema(description = "手机", example = "18000000000")
private String mobile;
@Schema(description = "所属行业", example = "1")
private Integer industryId;
@Schema(description = "客户等级", example = "1")
private Integer level;
@Schema(description = "客户来源", example = "1")
private Integer source;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型，为 null 时则表示全部
@Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
private Boolean pool; // null 则表示为不是公海数据
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - CRM 客户 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmCustomerRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty("编号")
private Long id;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty("客户名称")
private String name;
@Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "跟进状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean followUpStatus;
@Schema(description = "锁定状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "锁定状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean lockStatus;
@Schema(description = "成交状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "成交状态", converter = DictConvert.class)
@DictFormat(DictTypeConstants.BOOLEAN_STRING)
private Boolean dealStatus;
@Schema(description = "所属行业", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL)
private Integer level;
@Schema(description = "客户来源", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE)
private Integer source;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("手机")
private String mobile;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("电话")
private String telephone;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("网址")
private String website;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("QQ")
private String qq;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("wechat")
private String wechat;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("email")
private String email;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("客户描述")
private String description;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("备注")
private String remark;
@Schema(description = "负责人的用户编号", example = "25682")
@ExcelProperty("负责人的用户编号")
private Long ownerUserId;
@Schema(description = "负责人名字", example = "25682")
@ExcelProperty("负责人名字")
private String ownerUserName;
@Schema(description = "负责人部门")
@ExcelProperty("负责人部门")
private String ownerUserDeptName;
@Schema(description = "地区编号", example = "1024")
@ExcelProperty("地区编号")
private Integer areaId;
@Schema(description = "地区名称", example = "北京市")
@ExcelProperty("地区名称")
private String areaName;
@Schema(description = "详细地址", example = "北京市成华大道")
@ExcelProperty("详细地址")
private String detailAddress;
@Schema(description = "最后跟进时间")
@ExcelProperty("最后跟进时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
@Schema(description = "创建人", example = "1024")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "芋道源码")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "距离加入公海时间", example = "1")
private Long poolDay;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerIndustryParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerLevelParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerSourceParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysAreaParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.Email;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.Size;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
@Schema(description = "管理后台 - CRM 客户新增/修改 Request VO")
@Data
public class CrmCustomerSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "赵六")
@DiffLogField(name = "客户名称")
@NotEmpty(message = "客户名称不能为空")
private String name;
@Schema(description = "所属行业", example = "1")
@DiffLogField(name = "所属行业", function = CrmCustomerIndustryParseFunction.NAME)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@Schema(description = "客户等级", example = "2")
@DiffLogField(name = "客户等级", function = CrmCustomerLevelParseFunction.NAME)
@InEnum(CrmCustomerLevelEnum.class)
private Integer level;
@Schema(description = "客户来源", example = "3")
@DiffLogField(name = "客户来源", function = CrmCustomerSourceParseFunction.NAME)
private Integer source;
@Schema(description = "手机", example = "18000000000")
@DiffLogField(name = "手机")
@Mobile
private String mobile;
@Schema(description = "电话", example = "18000000000")
@DiffLogField(name = "电话")
@Telephone
private String telephone;
@Schema(description = "网址", example = "https://www.baidu.com")
@DiffLogField(name = "网址")
private String website;
@Schema(description = "QQ", example = "123456789")
@DiffLogField(name = "QQ")
@Size(max = 20, message = "QQ长度不能超过 20 个字符")
private String qq;
@Schema(description = "微信", example = "123456789")
@DiffLogField(name = "微信")
@Size(max = 255, message = "微信长度不能超过 255 个字符")
private String wechat;
@Schema(description = "邮箱", example = "123456789@qq.com")
@DiffLogField(name = "邮箱")
@Email(message = "邮箱格式不正确")
@Size(max = 255, message = "邮箱长度不能超过 255 个字符")
private String email;
@Schema(description = "客户描述", example = "任意文字")
@DiffLogField(name = "客户描述")
@Size(max = 4096, message = "客户描述长度不能超过 4096 个字符")
private String description;
@Schema(description = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "地区编号", example = "20158")
@DiffLogField(name = "地区编号", function = SysAreaParseFunction.NAME)
private Integer areaId;
@Schema(description = "详细地址", example = "北京市海淀区")
@DiffLogField(name = "详细地址")
private String detailAddress;
@Schema(description = "下次联系时间")
@DiffLogField(name = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime contactNextTime;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long ownerUserId;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
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;
@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;
/**
* 新负责人的用户编号
*/
@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")
private Long newOwnerUserId;
/**
* 老负责人加入团队后的权限级别。如果 null 说明移除
*
* 关联 {@link CrmPermissionLevelEnum}
*/
@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;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 客户限制配置分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmCustomerLimitConfigPageReqVO extends PageParam {
@Schema(description = "规则类型", example = "1")
private Integer type;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - 客户限制配置 Response VO")
@Data
public class CrmCustomerLimitConfigRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "27930")
private Long id;
@Schema(description = "规则类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer type;
@Schema(description = "规则适用人群")
private List<Long> userIds;
@Schema(description = "规则适用部门")
private List<Long> deptIds;
@Schema(description = "数量上限", requiredMode = Schema.RequiredMode.REQUIRED, example = "28384")
private Integer maxCount;
@Schema(description = "成交客户是否占有拥有客户数")
private Boolean dealCountEnabled;
@Schema(description = "规则适用人群名称")
private List<AdminUserRespDTO> users;
@Schema(description = "规则适用部门名称")
private List<DeptRespDTO> depts;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigSaveReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.limitconfig;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysAdminUserParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.SysDeptParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
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 - 客户限制配置创建/更新 Request VO")
@Data
public class CrmCustomerLimitConfigSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "27930")
private Long id;
@Schema(description = "规则类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "规则类型不能为空")
@DiffLogField(name = "规则类型")
private Integer type;
@Schema(description = "规则适用人群")
@DiffLogField(name = "规则适用人群", function = SysAdminUserParseFunction.NAME)
private List<Long> userIds;
@Schema(description = "规则适用部门")
@DiffLogField(name = "规则适用部门", function = SysDeptParseFunction.NAME)
private List<Long> deptIds;
@Schema(description = "数量上限", requiredMode = Schema.RequiredMode.REQUIRED, example = "28384")
@NotNull(message = "数量上限不能为空")
@DiffLogField(name = "数量上限")
private Integer maxCount;
@Schema(description = "成交客户是否占有拥有客户数(当 type = 1 时)")
@DiffLogField(name = "成交客户是否占有拥有客户数")
private Boolean dealCountEnabled;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
@Schema(description = "管理后台 - CRM 客户公海规则 Response VO")
@Data
public class CrmCustomerPoolConfigRespVO {
@Schema(description = "是否启用客户公海", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@NotNull(message = "是否启用客户公海不能为空")
private Boolean enabled;
@Schema(description = "未跟进放入公海天数", example = "2")
private Integer contactExpireDays;
@Schema(description = "未成交放入公海天数", example = "2")
private Integer dealExpireDays;
@Schema(description = "是否开启提前提醒", example = "true")
private Boolean notifyEnabled;
@Schema(description = "提前提醒天数", example = "2")
private Integer notifyDays;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigSaveReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig;
import cn.hutool.core.util.BooleanUtil;
import com.fasterxml.jackson.annotation.JsonIgnore;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.AssertTrue;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.util.Objects;
@Schema(description = "管理后台 - CRM 客户公海配置的创建/更新 Request VO")
@Data
public class CrmCustomerPoolConfigSaveReqVO {
@Schema(description = "是否启用客户公海", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@DiffLogField(name = "是否启用客户公海")
@NotNull(message = "是否启用客户公海不能为空")
private Boolean enabled;
@Schema(description = "未跟进放入公海天数", example = "2")
@DiffLogField(name = "未跟进放入公海天数")
private Integer contactExpireDays;
@Schema(description = "未成交放入公海天数", example = "2")
@DiffLogField(name = "未成交放入公海天数")
private Integer dealExpireDays;
@Schema(description = "是否开启提前提醒", example = "true")
@DiffLogField(name = "是否开启提前提醒")
private Boolean notifyEnabled;
@Schema(description = "提前提醒天数", example = "2")
@DiffLogField(name = "提前提醒天数")
private Integer notifyDays;
@AssertTrue(message = "未成交放入公海天数不能为空")
@JsonIgnore
public boolean isDealExpireDaysValid() {
if (!BooleanUtil.isTrue(getEnabled())) {
return true;
}
return Objects.nonNull(getDealExpireDays());
}
@AssertTrue(message = "未跟进放入公海天数不能为空")
@JsonIgnore
public boolean isContactExpireDaysValid() {
if (!BooleanUtil.isTrue(getEnabled())) {
return true;
}
return Objects.nonNull(getContactExpireDays());
}
@AssertTrue(message = "提前提醒天数不能为空")
@JsonIgnore
public boolean isNotifyDaysValid() {
if (!BooleanUtil.isTrue(getNotifyEnabled())) {
return true;
}
return Objects.nonNull(getNotifyDays());
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.followup;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
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.followup.vo.CrmFollowUpRecordPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
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.followup.CrmFollowUpRecordDO;
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.followup.CrmFollowUpRecordService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
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.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.util.ArrayList;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - 跟进记录")
@RestController
@RequestMapping("/crm/follow-up-record")
@Validated
public class CrmFollowUpRecordController {
@Resource
private CrmFollowUpRecordService followUpRecordService;
@Resource
private CrmContactService contactService;
@Resource
private CrmBusinessService businessService;
@PostMapping("/create")
@Operation(summary = "创建跟进记录")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:create')")
public CommonResult<Long> createFollowUpRecord(@Valid @RequestBody CrmFollowUpRecordSaveReqVO createReqVO) {
return success(followUpRecordService.createFollowUpRecord(createReqVO));
}
@DeleteMapping("/delete")
@Operation(summary = "删除跟进记录")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:delete')")
public CommonResult<Boolean> deleteFollowUpRecord(@RequestParam("id") Long id) {
followUpRecordService.deleteFollowUpRecord(id, getLoginUserId());
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得跟进记录")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
public CommonResult<CrmFollowUpRecordRespVO> getFollowUpRecord(@RequestParam("id") Long id) {
CrmFollowUpRecordDO followUpRecord = followUpRecordService.getFollowUpRecord(id);
return success(BeanUtils.toBean(followUpRecord, CrmFollowUpRecordRespVO.class));
}
@GetMapping("/page")
@Operation(summary = "获得跟进记录分页")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
public CommonResult<PageResult<CrmFollowUpRecordRespVO>> getFollowUpRecordPage(@Valid CrmFollowUpRecordPageReqVO pageReqVO) {
PageResult<CrmFollowUpRecordDO> pageResult = followUpRecordService.getFollowUpRecordPage(pageReqVO);
/// 拼接数据
Map<Long, CrmContactDO> contactMap = convertMap(contactService.getContactListByIds(
convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream())), CrmContactDO::getId);
Map<Long, CrmBusinessDO> businessMap = convertMap(businessService.getBusinessList(
convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream())), CrmBusinessDO::getId);
PageResult<CrmFollowUpRecordRespVO> voPageResult = BeanUtils.toBean(pageResult, CrmFollowUpRecordRespVO.class, record -> {
record.setContactNames(new ArrayList<>()).setBusinessNames(new ArrayList<>());
record.getContactIds().forEach(id -> MapUtils.findAndThen(contactMap, id,
contact -> record.getContactNames().add(contact.getName())));
record.getContactIds().forEach(id -> MapUtils.findAndThen(businessMap, id,
business -> record.getBusinessNames().add(business.getName())));
});
return success(voPageResult);
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.followup.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 跟进记录分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmFollowUpRecordPageReqVO extends PageParam {
@Schema(description = "数据类型", example = "2")
private Integer bizType;
@Schema(description = "数据编号", example = "5564")
private Long bizId;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.followup.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
import java.util.List;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_FOLLOW_UP_TYPE;
@Schema(description = "管理后台 - 跟进记录 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmFollowUpRecordRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "28800")
private Long id;
@Schema(description = "数据类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer bizType;
@Schema(description = "数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "5564")
private Long bizId;
@Schema(description = "跟进类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DictFormat(CRM_FOLLOW_UP_TYPE)
private Integer type;
@Schema(description = "跟进内容", requiredMode = Schema.RequiredMode.REQUIRED)
private String content;
@Schema(description = "下次联系时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime nextTime;
@Schema(description = "关联的商机编号数组")
private List<Long> businessIds;
@Schema(description = "关联的商机名称数组")
private List<String> businessNames;
@Schema(description = "关联的联系人编号数组")
private List<Long> contactIds;
@Schema(description = "关联的联系人名称数组")
private List<String> contactNames;
@Schema(description = "图片")
private List<String> picUrls;
@Schema(description = "附件")
private List<String> fileUrls;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.followup.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - 跟进记录新增/修改 Request VO")
@Data
public class CrmFollowUpRecordSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "28800")
private Long id;
@Schema(description = "数据类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "数据类型不能为空")
private Integer bizType;
@Schema(description = "数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "5564")
@NotNull(message = "数据编号不能为空")
private Long bizId;
@Schema(description = "跟进类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "跟进类型不能为空")
private Integer type;
@Schema(description = "跟进内容", requiredMode = Schema.RequiredMode.REQUIRED)
@NotEmpty(message = "跟进内容不能为空")
private String content;
@Schema(description = "下次联系时间", requiredMode = Schema.RequiredMode.REQUIRED)
@NotNull(message = "下次联系时间不能为空")
private LocalDateTime nextTime;
@Schema(description = "关联的商机编号数组")
private List<Long> businessIds;
@Schema(description = "关联的联系人编号数组")
private List<Long> contactIds;
@Schema(description = "图片")
private List<String> picUrls;
@Schema(description = "附件")
private List<String> fileUrls;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.operatelog;
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.module.crm.controller.admin.operatelog.vo.CrmOperateLogPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo.CrmOperateLogV2RespVO;
import cn.iocoder.yudao.module.crm.enums.LogRecordConstants;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
import io.swagger.v3.oas.annotations.Operation;
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.validation.annotation.Validated;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
import java.util.HashMap;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
@Tag(name = "管理后台 - CRM 操作日志")
@RestController
@RequestMapping("/crm/operate-log")
@Validated
public class CrmOperateLogController {
@Resource
private OperateLogApi operateLogApi;
/**
* {@link CrmBizTypeEnum} 与 {@link LogRecordConstants} 的映射关系
*/
private static final Map<Integer, String> BIZ_TYPE_MAP = new HashMap<>();
static {
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_LEADS.getType(), CRM_LEADS_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CUSTOMER.getType(), CRM_CUSTOMER_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTACT.getType(), CRM_CONTACT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_BUSINESS.getType(), CRM_BUSINESS_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTRACT.getType(), CRM_CONTRACT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_PRODUCT.getType(), CRM_PRODUCT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE.getType(), CRM_RECEIVABLE_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), CRM_RECEIVABLE_PLAN_TYPE);
}
@GetMapping("/page")
@Operation(summary = "获得操作日志")
@PreAuthorize("@ss.hasPermission('crm:operate-log:query')")
public CommonResult<PageResult<CrmOperateLogV2RespVO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
OperateLogV2PageReqDTO reqDTO = new OperateLogV2PageReqDTO();
reqDTO.setPageSize(PAGE_SIZE_NONE); // 默认不分页，需要分页需注释
reqDTO.setBizType(BIZ_TYPE_MAP.get(pageReqVO.getBizType())).setBizId(pageReqVO.getBizId());
return success(BeanUtils.toBean(operateLogApi.getOperateLogPage(reqDTO).getCheckedData(), CrmOperateLogV2RespVO.class));
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 操作日志 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmOperateLogPageReqVO extends PageParam {
@Schema(description = "数据类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmBizTypeEnum.class)
@NotNull(message = "数据类型不能为空")
private Integer bizType;
@Schema(description = "数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "数据编号不能为空")
private Long bizId;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogV2RespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 跟进 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmOperateLogV2RespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
private Long userId;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String userName;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer userType;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String type;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "修改客户")
private String subType;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long bizId;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "将什么从什么改为了什么")
private String action;
@Schema(description = "编号", example = "{orderId: 1}")
private String extra;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-01-01")
private LocalDateTime createTime;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.http Normal file
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### 请求 /add
POST {{baseUrl}}/crm/permission/create
Content-Type: application/json
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
{
"userId": 1,
"bizType": 2,
"bizId": 2,
"level": 1
}
### 请求 /update
PUT {{baseUrl}}/crm/permission/update
Content-Type: application/json
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
{
"userId": 1,
"bizType": 2,
"bizId": 2,
"level": 1,
"id": 1
}
### 请求 /delete
DELETE {{baseUrl}}/crm/permission/delete?bizType=2&bizId=1&id=1
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.permission;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
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.permission.vo.CrmPermissionCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
import cn.iocoder.yudao.module.crm.convert.permission.CrmPermissionConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
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.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.system.api.dept.DeptApi;
import cn.iocoder.yudao.module.system.api.dept.PostApi;
import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
import cn.iocoder.yudao.module.system.api.dept.dto.PostRespDTO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.Parameters;
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.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.util.*;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM 数据权限")
@RestController
@RequestMapping("/crm/permission")
@Validated
public class CrmPermissionController {
@Resource
private CrmPermissionService permissionService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Resource
private PostApi postApi;
@PostMapping("/create")
@Operation(summary = "创建数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:create')")
@CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionCreateReqVO reqVO) {
permissionService.createPermission(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
return success(true);
}
@PutMapping("/update")
@Operation(summary = "编辑数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:update')")
@CrmPermission(bizTypeValue = "#updateReqVO.bizType", bizId = "#updateReqVO.bizId"
, level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> updatePermission(@Valid @RequestBody CrmPermissionUpdateReqVO updateReqVO) {
permissionService.updatePermission(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除数据权限")
@Parameter(name = "ids", description = "数据权限编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:permission:delete')")
public CommonResult<Boolean> deletePermission(@RequestParam("ids") Collection<Long> ids) {
permissionService.deletePermissionBatch(ids, getLoginUserId());
return success(true);
}
@DeleteMapping("/delete-self")
@Operation(summary = "删除自己的数据权限")
@Parameter(name = "id", description = "数据权限编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:permission:delete')")
public CommonResult<Boolean> deleteSelfPermission(@RequestParam("id") Long id) {
permissionService.deleteSelfPermission(id, getLoginUserId());
return success(true);
}
@GetMapping("/list")
@Operation(summary = "获得数据权限列表")
@Parameters({
@Parameter(name = "bizType", description = "CRM 类型", required = true, example = "2"),
@Parameter(name = "bizId", description = "CRM 类型数据编号", required = true, example = "1024")
})
@PreAuthorize("@ss.hasPermission('crm:permission:query')")
public CommonResult<List<CrmPermissionRespVO>> getPermissionList(@RequestParam("bizType") Integer bizType,
@RequestParam("bizId") Long bizId) {
List<CrmPermissionDO> permission = permissionService.getPermissionListByBiz(bizType, bizId);
if (CollUtil.isEmpty(permission)) {
return success(Collections.emptyList());
}
// 拼接数据
List<AdminUserRespDTO> userList = adminUserApi.getUserList(convertSet(permission, CrmPermissionDO::getUserId))
.getCheckedData();
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userList, AdminUserRespDTO::getDeptId));
Set<Long> postIds = CollectionUtils.convertSetByFlatMap(userList, AdminUserRespDTO::getPostIds,
item -> item != null ? item.stream() : Stream.empty());
Map<Long, PostRespDTO> postMap = postApi.getPostMap(postIds);
return success(CrmPermissionConvert.INSTANCE.convert(permission, userList, deptMap, postMap));
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionBaseVO.java Normal file
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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 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
*/
@Data
public class CrmPermissionBaseVO {
@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;
}

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionCreateReqVO.java Normal file
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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 {
}

28
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
import java.util.Set;
@Schema(description = "管理后台 - CRM 数据权限 Response VO")
@Data
public class CrmPermissionRespVO extends CrmPermissionBaseVO {
@Schema(description = "数据权限编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "用户昵称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String nickname;
@Schema(description = "部门名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "研发部")
private String deptName;
@Schema(description = "岗位名称数组", requiredMode = Schema.RequiredMode.REQUIRED, example = "[BOOS,经理]")
private Set<String> postNames;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED, example = "2023-01-01 00:00:00")
private LocalDateTime createTime;
}

34
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionUpdateReqVO.java Normal file
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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 lombok.Data;
import jakarta.validation.constraints.NotNull;
import java.util.List;
@Schema(description = "管理后台 - CRM 数据权限更新 Request VO")
@Data
public class CrmPermissionUpdateReqVO {
@Schema(description = "数据权限编号列表", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1,2]")
@NotNull(message = "数据权限编号列表不能为空")
private List<Long> ids;
@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;
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductCategoryController.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.product;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.product.vo.category.CrmProductCategoryCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.product.vo.category.CrmProductCategoryListReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.product.vo.category.CrmProductCategoryRespVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductCategoryDO;
import cn.iocoder.yudao.module.crm.service.product.CrmProductCategoryService;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import jakarta.annotation.Resource;
import jakarta.validation.Valid;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 产品分类")
@RestController
@RequestMapping("/crm/product-category")
@Validated
public class CrmProductCategoryController {
@Resource
private CrmProductCategoryService productCategoryService;
@PostMapping("/create")
@Operation(summary = "创建产品分类")
@PreAuthorize("@ss.hasPermission('crm:product-category:create')")
public CommonResult<Long> createProductCategory(@Valid @RequestBody CrmProductCategoryCreateReqVO createReqVO) {
return success(productCategoryService.createProductCategory(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新产品分类")
@PreAuthorize("@ss.hasPermission('crm:product-category:update')")
public CommonResult<Boolean> updateProductCategory(@Valid @RequestBody CrmProductCategoryCreateReqVO updateReqVO) {
productCategoryService.updateProductCategory(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除产品分类")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:product-category:delete')")
public CommonResult<Boolean> deleteProductCategory(@RequestParam("id") Long id) {
productCategoryService.deleteProductCategory(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得产品分类")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:product-category:query')")
public CommonResult<CrmProductCategoryRespVO> getProductCategory(@RequestParam("id") Long id) {
CrmProductCategoryDO category = productCategoryService.getProductCategory(id);
return success(BeanUtils.toBean(category, CrmProductCategoryRespVO.class));
}
@GetMapping("/list")
@Operation(summary = "获得产品分类列表")
@PreAuthorize("@ss.hasPermission('crm:product-category:query')")
public CommonResult<List<CrmProductCategoryRespVO>> getProductCategoryList(@Valid CrmProductCategoryListReqVO listReqVO) {
List<CrmProductCategoryDO> list = productCategoryService.getProductCategoryList(listReqVO);
return success(BeanUtils.toBean(list, CrmProductCategoryRespVO.class));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.product;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.SetUtils;
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.product.vo.product.CrmProductPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.product.vo.product.CrmProductRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.product.vo.product.CrmProductSaveReqVO;
import cn.iocoder.yudao.module.crm.convert.product.CrmProductConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductCategoryDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.service.product.CrmProductCategoryService;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
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;
@Tag(name = "管理后台 - CRM 产品")
@RestController
@RequestMapping("/crm/product")
@Validated
public class CrmProductController {
@Resource
private CrmProductService productService;
@Resource
private CrmProductCategoryService productCategoryService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建产品")
@PreAuthorize("@ss.hasPermission('crm:product:create')")
public CommonResult<Long> createProduct(@Valid @RequestBody CrmProductSaveReqVO createReqVO) {
return success(productService.createProduct(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新产品")
@PreAuthorize("@ss.hasPermission('crm:product:update')")
public CommonResult<Boolean> updateProduct(@Valid @RequestBody CrmProductSaveReqVO updateReqVO) {
productService.updateProduct(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除产品")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:product:delete')")
public CommonResult<Boolean> deleteProduct(@RequestParam("id") Long id) {
productService.deleteProduct(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得产品")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:product:query')")
public CommonResult<CrmProductRespVO> getProduct(@RequestParam("id") Long id) {
CrmProductDO product = productService.getProduct(id);
if (product == null) {
return success(null);
}
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
SetUtils.asSet(Long.valueOf(product.getCreator()), product.getOwnerUserId()));
CrmProductCategoryDO category = productCategoryService.getProductCategory(product.getCategoryId());
return success(CrmProductConvert.INSTANCE.convert(product, userMap, category));
}
@GetMapping("/page")
@Operation(summary = "获得产品分页")
@PreAuthorize("@ss.hasPermission('crm:product:query')")
public CommonResult<PageResult<CrmProductRespVO>> getProductPage(@Valid CrmProductPageReqVO pageVO) {
PageResult<CrmProductDO> pageResult = productService.getProductPage(pageVO, getLoginUserId());
return success(new PageResult<>(getProductDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出产品 Excel")
@PreAuthorize("@ss.hasPermission('crm:product:export')")
@OperateLog(type = EXPORT)
public void exportProductExcel(@Valid CrmProductPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PageParam.PAGE_SIZE_NONE);
List<CrmProductDO> list = productService.getProductPage(exportReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "产品.xls", "数据", CrmProductRespVO.class,
getProductDetailList(list));
}
private List<CrmProductRespVO> getProductDetailList(List<CrmProductDO> list) {
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(list, user -> Stream.of(Long.valueOf(user.getCreator()), user.getOwnerUserId())));
List<CrmProductCategoryDO> productCategoryList = productCategoryService.getProductCategoryList(
convertSet(list, CrmProductDO::getCategoryId));
return CrmProductConvert.INSTANCE.convertList(list, userMap, productCategoryList);
}
}

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yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryCreateReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.category;
import com.mzt.logapi.starter.annotation.DiffLogField;
import lombok.*;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 产品分类创建/更新 Request VO")
@Data
public class CrmProductCategoryCreateReqVO{
@Schema(description = "分类编号", example = "23902")
private Long id;
@Schema(description = "分类名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "赵六")
@NotNull(message = "分类名称不能为空")
@DiffLogField(name = "分类名称")
private String name;
@Schema(description = "父级编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "4680")
@NotNull(message = "父级编号不能为空")
private Long parentId;
}

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryListReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.category;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 产品分类列表 Request VO")
@Data
public class CrmProductCategoryListReqVO {
@ExcelProperty("名称")
private String name;
@ExcelProperty("父级 id")
private Long parentId;
@ExcelProperty("创建时间")
private LocalDateTime createTime;
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryRespVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.category;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.*;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 产品分类 Response VO")
@Data
public class CrmProductCategoryRespVO {
@Schema(description = "分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "23902")
private Long id;
@Schema(description = "分类名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "赵六")
private String name;
@Schema(description = "父级编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "4680")
private Long parentId;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
}

21
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductPageReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.product;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 产品分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmProductPageReqVO extends PageParam {
@Schema(description = "产品名称", example = "李四")
private String name;
@Schema(description = "状态", example = "1")
private Integer status;
}

74
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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.product;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 产品 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmProductRespVO {
@Schema(description = "产品编号", example = "20529")
@ExcelProperty("产品编号")
private Long id;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "好产品")
@ExcelProperty("产品名称")
private String name;
@Schema(description = "产品编码", requiredMode = Schema.RequiredMode.REQUIRED, example = "12306")
@ExcelProperty("产品编码")
private String no;
@Schema(description = "单位", example = "2")
@ExcelProperty(value = "单位", converter = DictConvert.class)
@DictFormat(DictTypeConstants.CRM_PRODUCT_UNIT)
private Integer unit;
@Schema(description = "价格, 单位：分", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@ExcelProperty("价格，单位：分")
private Long price;
@Schema(description = "状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "上架")
@ExcelProperty(value = "单位", converter = DictConvert.class)
@DictFormat(DictTypeConstants.CRM_PRODUCT_STATUS)
private Integer status;
@Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long categoryId;
@Schema(description = "产品分类名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "衣服")
@ExcelProperty("产品分类")
private String categoryName;
@Schema(description = "产品描述", example = "你说的对")
@ExcelProperty("产品描述")
private String description;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "31926")
private Long ownerUserId;
@Schema(description = "负责人的用户昵称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道源码")
@ExcelProperty("负责人")
private String ownerUserName;
@Schema(description = "创建人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
private String creator;
@Schema(description = "创建人名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道源码")
@ExcelProperty("创建人")
private String creatorName;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("创建时间")
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
}

54
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductSaveReqVO.java Normal file
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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.product;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmProductStatusParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmProductUnitParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import jakarta.validation.constraints.NotNull;
import lombok.Data;
@Schema(description = "管理后台 - CRM 产品创建/修改 Request VO")
@Data
public class CrmProductSaveReqVO {
@Schema(description = "产品编号", example = "20529")
private Long id;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "好产品")
@NotNull(message = "产品名称不能为空")
@DiffLogField(name = "产品名称")
private String name;
@Schema(description = "产品编码", requiredMode = Schema.RequiredMode.REQUIRED, example = "12306")
@NotNull(message = "产品编码不能为空")
@DiffLogField(name = "产品编码")
private String no;
@Schema(description = "单位", example = "2")
@DiffLogField(name = "单位", function = CrmProductUnitParseFunction.NAME)
private Integer unit;
@Schema(description = "价格, 单位：分", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@NotNull(message = "价格不能为空")
@DiffLogField(name = "价格")
private Long price;
@Schema(description = "状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "上架")
@NotNull(message = "状态不能为空")
@DiffLogField(name = "状态", function = CrmProductStatusParseFunction.NAME)
private Integer status;
@Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "产品分类编号不能为空")
@DiffLogField(name = "产品分类编号")
private Long categoryId;
@Schema(description = "产品描述", example = "你说的对")
@DiffLogField(name = "产品描述")
private String description;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "31926")
@NotNull(message = "负责人的用户编号不能为空")
private Long ownerUserId;
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
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.receivable.vo.receivable.CrmReceivableCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableUpdateReqVO;
import cn.iocoder.yudao.module.crm.convert.receivable.CrmReceivableConvert;
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.receivable.CrmReceivableDO;
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.receivable.CrmReceivableService;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
import jakarta.validation.Valid;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import java.io.IOException;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertListByFlatMap;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM 回款")
@RestController
@RequestMapping("/crm/receivable")
@Validated
public class CrmReceivableController {
@Resource
private CrmReceivableService receivableService;
@Resource
private CrmContractService contractService;
@Resource
private CrmCustomerService customerService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建回款")
@PreAuthorize("@ss.hasPermission('crm:receivable:create')")
public CommonResult<Long> createReceivable(@Valid @RequestBody CrmReceivableCreateReqVO createReqVO) {
return success(receivableService.createReceivable(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新回款")
@PreAuthorize("@ss.hasPermission('crm:receivable:update')")
public CommonResult<Boolean> updateReceivable(@Valid @RequestBody CrmReceivableUpdateReqVO updateReqVO) {
receivableService.updateReceivable(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除回款")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:receivable:delete')")
public CommonResult<Boolean> deleteReceivable(@RequestParam("id") Long id) {
receivableService.deleteReceivable(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得回款")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<CrmReceivableRespVO> getReceivable(@RequestParam("id") Long id) {
CrmReceivableDO receivable = receivableService.getReceivable(id);
return success(CrmReceivableConvert.INSTANCE.convert(receivable));
}
@GetMapping("/page")
@Operation(summary = "获得回款分页")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePage(@Valid CrmReceivablePageReqVO pageReqVO) {
PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(pageReqVO, getLoginUserId());
return success(buildReceivableDetailPage(pageResult));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得回款分页，基于指定客户")
public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePageByCustomer(@Valid CrmReceivablePageReqVO pageReqVO) {
Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePageByCustomerId(pageReqVO);
return success(buildReceivableDetailPage(pageResult));
}
// TODO 芋艿：后面在优化导出
@GetMapping("/export-excel")
@Operation(summary = "导出回款 Excel")
@PreAuthorize("@ss.hasPermission('crm:receivable:export')")
@OperateLog(type = EXPORT)
public void exportReceivableExcel(@Valid CrmReceivablePageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PAGE_SIZE_NONE);
PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(exportReqVO, getLoginUserId());
// 导出 Excel
ExcelUtils.write(response, "回款.xls", "数据", CrmReceivableRespVO.class,
buildReceivableDetailPage(pageResult).getList());
}
/**
* 构建详细的回款分页结果
*
* @param pageResult 简单的回款分页结果
* @return 详细的回款分页结果
*/
private PageResult<CrmReceivableRespVO> buildReceivableDetailPage(PageResult<CrmReceivableDO> pageResult) {
List<CrmReceivableDO> receivableList = pageResult.getList();
if (CollUtil.isEmpty(receivableList)) {
return PageResult.empty(pageResult.getTotal());
}
// 1. 获取客户列表
List<CrmCustomerDO> customerList = customerService.getCustomerList(
convertSet(receivableList, CrmReceivableDO::getCustomerId));
// 2. 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(receivableList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
// 3. 获得合同列表
List<CrmContractDO> contractList = contractService.getContractList(
convertSet(receivableList, CrmReceivableDO::getContractId));
return CrmReceivableConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList);
}
}

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