diff --git a/pom.xml b/pom.xml
index 3f234c29d..6106623ac 100644
--- a/pom.xml
+++ b/pom.xml
@@ -20,6 +20,7 @@
yudao-module-report
yudao-module-mp
yudao-module-mall
+ yudao-module-crm
yudao-module-erp
diff --git a/yudao-gateway/src/main/resources/application.yaml b/yudao-gateway/src/main/resources/application.yaml
index 87d9a4a9b..d20d17176 100644
--- a/yudao-gateway/src/main/resources/application.yaml
+++ b/yudao-gateway/src/main/resources/application.yaml
@@ -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 ####################
diff --git a/yudao-module-crm/pom.xml b/yudao-module-crm/pom.xml
new file mode 100644
index 000000000..56921c6fb
--- /dev/null
+++ b/yudao-module-crm/pom.xml
@@ -0,0 +1,25 @@
+
+
+
+ cn.iocoder.cloud
+ yudao
+ ${revision}
+
+
+ yudao-module-crm-api
+ yudao-module-crm-biz
+
+ 4.0.0
+ yudao-module-crm
+ pom
+
+ ${project.artifactId}
+
+ 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
+
+
+
diff --git a/yudao-module-crm/yudao-module-crm-api/pom.xml b/yudao-module-crm/yudao-module-crm-api/pom.xml
new file mode 100644
index 000000000..fc97b6759
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/pom.xml
@@ -0,0 +1,33 @@
+
+
+
+ cn.iocoder.cloud
+ yudao-module-crm
+ ${revision}
+
+ 4.0.0
+ yudao-module-crm-api
+ jar
+
+ ${project.artifactId}
+
+ crm 模块 API，暴露给其它模块调用
+
+
+
+
+ cn.iocoder.cloud
+ yudao-common
+
+
+
+
+ org.springframework.boot
+ spring-boot-starter-validation
+ true
+
+
+
+
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java
new file mode 100644
index 000000000..c38bde7f5
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java
@@ -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;
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ApiConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ApiConstants.java
new file mode 100644
index 000000000..544ebf9f4
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ApiConstants.java
@@ -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";
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
new file mode 100644
index 000000000..22bb0b426
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/DictTypeConstants.java
@@ -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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
new file mode 100644
index 000000000..d536d8a40
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
@@ -0,0 +1,97 @@
+package cn.iocoder.yudao.module.crm.enums;
+
+import cn.iocoder.yudao.framework.common.exception.ErrorCode;
+
+/**
+ * CRM 错误码枚举类
+ *
+ * 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 ==========
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
new file mode 100644
index 000000000..98a66d2c9
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
@@ -0,0 +1,139 @@
+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";
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBizEndStatus.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBizEndStatus.java
new file mode 100644
index 000000000..55548dbff
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/business/CrmBizEndStatus.java
@@ -0,0 +1,55 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmAuditStatusEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmAuditStatusEnum.java
new file mode 100644
index 000000000..67709e95b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmAuditStatusEnum.java
@@ -0,0 +1,34 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java
new file mode 100644
index 000000000..f0784cab2
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java
@@ -0,0 +1,52 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmSceneTypeEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmSceneTypeEnum.java
new file mode 100644
index 000000000..945d7c6a3
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmSceneTypeEnum.java
@@ -0,0 +1,51 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLevelEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLevelEnum.java
new file mode 100644
index 000000000..aa06b05eb
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLevelEnum.java
@@ -0,0 +1,38 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLimitConfigTypeEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLimitConfigTypeEnum.java
new file mode 100644
index 000000000..2cf8d7811
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/customer/CrmCustomerLimitConfigTypeEnum.java
@@ -0,0 +1,52 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java
new file mode 100644
index 000000000..56b0366aa
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionLevelEnum.java
@@ -0,0 +1,51 @@
+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);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionRoleCodeEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionRoleCodeEnum.java
new file mode 100644
index 000000000..c9a51057b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/permission/CrmPermissionRoleCodeEnum.java
@@ -0,0 +1,27 @@
+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;
+
+}
+
diff --git a/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/product/CrmProductStatusEnum.java b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/product/CrmProductStatusEnum.java
new file mode 100644
index 000000000..e82d5b5b8
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/product/CrmProductStatusEnum.java
@@ -0,0 +1,38 @@
+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;
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/pom.xml b/yudao-module-crm/yudao-module-crm-biz/pom.xml
new file mode 100644
index 000000000..323e873d9
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/pom.xml
@@ -0,0 +1,141 @@
+
+
+
+ cn.iocoder.cloud
+ yudao-module-crm
+ ${revision}
+
+ 4.0.0
+ yudao-module-crm-biz
+
+ ${project.artifactId}
+
+ 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
+
+
+
+
+
+ org.springframework.cloud
+ spring-cloud-starter-bootstrap
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-env
+
+
+
+
+ cn.iocoder.cloud
+ yudao-module-system-api
+ ${revision}
+
+
+ cn.iocoder.cloud
+ yudao-module-crm-api
+ ${revision}
+
+
+ cn.iocoder.cloud
+ yudao-module-bpm-api
+ ${revision}
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-biz-operatelog
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-biz-ip
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-biz-tenant
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-security
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-mybatis
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-rpc
+
+
+
+
+ com.alibaba.cloud
+ spring-cloud-starter-alibaba-nacos-discovery
+
+
+
+
+ com.alibaba.cloud
+ spring-cloud-starter-alibaba-nacos-config
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-job
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-excel
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-biz-dict
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-monitor
+
+
+
+
+ cn.iocoder.cloud
+ yudao-spring-boot-starter-test
+
+
+
+
+
+ ${project.artifactId}
+
+
+
+ org.springframework.boot
+ spring-boot-maven-plugin
+ ${spring.boot.version}
+
+
+
+ repackage
+
+
+
+
+
+
+
+
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/CrmServerApplication.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/CrmServerApplication.java
new file mode 100644
index 000000000..36bc7e8e3
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/CrmServerApplication.java
@@ -0,0 +1,30 @@
+package cn.iocoder.yudao.module.crm;
+
+import org.springframework.boot.SpringApplication;
+import org.springframework.boot.autoconfigure.SpringBootApplication;
+
+/**
+ * 项目的启动类
+ *
+ * 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
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java
new file mode 100644
index 000000000..5c4e2493e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/api/package-info.java
@@ -0,0 +1,4 @@
+/**
+ * crm API 实现类，定义暴露给其它模块的 API
+ */
+package cn.iocoder.yudao.module.crm.api;
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/CrmBacklogController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/CrmBacklogController.java
new file mode 100644
index 000000000..9b8841e2e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/CrmBacklogController.java
@@ -0,0 +1,41 @@
+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> getTodayCustomerPage(@Valid CrmTodayCustomerPageReqVO pageReqVO) {
+ PageResult pageResult = crmMessageService.getTodayCustomerPage(pageReqVO, getLoginUserId());
+ return success(BeanUtils.toBean(pageResult, CrmCustomerRespVO.class));
+ }
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/vo/CrmTodayCustomerPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/vo/CrmTodayCustomerPageReqVO.java
new file mode 100644
index 000000000..21fd88c0b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/backlog/vo/CrmTodayCustomerPageReqVO.java
@@ -0,0 +1,37 @@
+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;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.http b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.http
new file mode 100644
index 000000000..b9e9a4edf
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.http
@@ -0,0 +1,9 @@
+### 合同金额排行榜
+GET {{baseUrl}}/crm/bi-rank/get-contract-price-rank?deptId=100×[0]=2022-12-12 00:00:00×[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×[0]=2022-12-12 00:00:00×[1]=2024-12-12 23:59:59
+Authorization: Bearer {{token}}
+tenant-id: {{adminTenentId}}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.java
new file mode 100644
index 000000000..21463aed0
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/CrmBiRankController.java
@@ -0,0 +1,87 @@
+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> 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> 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> 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> 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> 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> 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> 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> getFollowCustomerCountRank(@Valid CrmBiRankReqVO rankingReqVO) {
+ return success(rankingService.getFollowCustomerCountRank(rankingReqVO));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/vo/CrmBiRanKRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/vo/CrmBiRanKRespVO.java
new file mode 100644
index 000000000..404ee3352
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/vo/CrmBiRanKRespVO.java
@@ -0,0 +1,29 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/vo/CrmBiRankReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/vo/CrmBiRankReqVO.java
new file mode 100644
index 000000000..6d36f6d6f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/bi/vo/CrmBiRankReqVO.java
@@ -0,0 +1,35 @@
+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 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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.http b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.http
new file mode 100644
index 000000000..55adb4bd5
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.http
@@ -0,0 +1,32 @@
+### 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}}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java
new file mode 100644
index 000000000..c85c151f5
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java
@@ -0,0 +1,177 @@
+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 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 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 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 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> getContactListByIds(@RequestParam("ids") List 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> getSimpleContactList() {
+ CrmBusinessPageReqVO reqVO = new CrmBusinessPageReqVO();
+ reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
+ PageResult 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> getBusinessPage(@Valid CrmBusinessPageReqVO pageVO) {
+ PageResult 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> getBusinessPageByCustomer(@Valid CrmBusinessPageReqVO pageReqVO) {
+ if (pageReqVO.getCustomerId() == null) {
+ throw exception(CUSTOMER_NOT_EXISTS);
+ }
+ PageResult 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> getBusinessContactPage(@Valid CrmBusinessPageReqVO pageReqVO) {
+ PageResult 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 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 buildBusinessDetailPageResult(PageResult pageResult) {
+ if (CollUtil.isEmpty(pageResult.getList())) {
+ return PageResult.empty(pageResult.getTotal());
+ }
+ List statusTypeList = businessStatusTypeService.getBusinessStatusTypeList(
+ convertSet(pageResult.getList(), CrmBusinessDO::getStatusTypeId));
+ List statusList = businessStatusService.getBusinessStatusList(
+ convertSet(pageResult.getList(), CrmBusinessDO::getStatusId));
+ List 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 transferBusiness(@Valid @RequestBody CrmBusinessTransferReqVO reqVO) {
+ businessService.transferBusiness(reqVO, getLoginUserId());
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessStatusTypeController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessStatusTypeController.java
new file mode 100644
index 000000000..86a15dcaf
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessStatusTypeController.java
@@ -0,0 +1,141 @@
+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 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 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 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 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 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 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> getBusinessStatusTypePage(@Valid CrmBusinessStatusTypePageReqVO pageReqVO) {
+ PageResult pageResult = businessStatusTypeService.getBusinessStatusTypePage(pageReqVO);
+ // 处理部门回显
+ Set deptIds = CollectionUtils.convertSetByFlatMap(pageResult.getList(), CrmBusinessStatusTypeDO::getDeptIds,Collection::stream);
+ List 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 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> getBusinessStatusTypeList() {
+ CrmBusinessStatusTypeQueryVO queryVO = new CrmBusinessStatusTypeQueryVO();
+ queryVO.setStatus(CommonStatusEnum.ENABLE.getStatus());
+ List 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> getBusinessStatusListByTypeId(@RequestParam("typeId") Long typeId) {
+ CrmBusinessStatusQueryVO queryVO = new CrmBusinessStatusQueryVO();
+ queryVO.setTypeId(typeId);
+ List list = businessStatusService.selectList(queryVO);
+ return success(CrmBusinessStatusConvert.INSTANCE.convertList(list));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessExcelVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessExcelVO.java
new file mode 100644
index 000000000..a11949ecd
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessExcelVO.java
@@ -0,0 +1,75 @@
+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 roUserIds;
+
+ @ExcelProperty("读写权限的用户编号数组")
+ private Set 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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessPageReqVO.java
new file mode 100644
index 000000000..0e47bf5be
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessPageReqVO.java
@@ -0,0 +1,30 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java
new file mode 100644
index 000000000..d3b6ab2fb
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java
@@ -0,0 +1,69 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java
new file mode 100644
index 000000000..0be6264eb
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessSaveReqVO.java
@@ -0,0 +1,103 @@
+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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java
new file mode 100644
index 000000000..a76c48cae
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java
@@ -0,0 +1,31 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusPageReqVO.java
new file mode 100644
index 000000000..b91a954e0
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusPageReqVO.java
@@ -0,0 +1,15 @@
+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 {
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusQueryVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusQueryVO.java
new file mode 100644
index 000000000..fbf4d06e1
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusQueryVO.java
@@ -0,0 +1,19 @@
+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 idList;
+
+ @Schema(description = "状态类型编号")
+ private Long typeId;
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusRespVO.java
new file mode 100644
index 000000000..405a832a5
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusRespVO.java
@@ -0,0 +1,33 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusSaveReqVO.java
new file mode 100644
index 000000000..3327b09f7
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/status/CrmBusinessStatusSaveReqVO.java
@@ -0,0 +1,32 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypePageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypePageReqVO.java
new file mode 100644
index 000000000..03b113cc7
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypePageReqVO.java
@@ -0,0 +1,15 @@
+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 {
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeQueryVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeQueryVO.java
new file mode 100644
index 000000000..9c78f1afc
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeQueryVO.java
@@ -0,0 +1,19 @@
+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 idList;
+
+ @Schema(description = "状态")
+ private Integer status;
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeRespVO.java
new file mode 100644
index 000000000..9d13d5dc3
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeRespVO.java
@@ -0,0 +1,44 @@
+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 deptIds;
+ @Schema(description = "使用的部门名称", requiredMode = Schema.RequiredMode.REQUIRED)
+ @ExcelProperty("使用的部门名称")
+ private List 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 statusList;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeSaveReqVO.java
new file mode 100644
index 000000000..23dc7742d
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/type/CrmBusinessStatusTypeSaveReqVO.java
@@ -0,0 +1,29 @@
+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 deptIds = Lists.newArrayList();
+
+ @Schema(description = "商机状态集合", requiredMode = Schema.RequiredMode.REQUIRED)
+ private List statusList;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
new file mode 100644
index 000000000..8be62ae26
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
@@ -0,0 +1,107 @@
+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 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 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 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 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> getCluePage(@Valid CrmCluePageReqVO pageVO) {
+ PageResult 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 list = clueService.getCluePage(pageReqVO, getLoginUserId()).getList();
+ // 导出 Excel
+ List 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 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 translateCustomer(@Valid @RequestBody CrmClueTranslateReqVO reqVO) {
+ clueService.translateCustomer(reqVO, getLoginUserId());
+ return success(Boolean.TRUE);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java
new file mode 100644
index 000000000..3ba823d54
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmCluePageReqVO.java
@@ -0,0 +1,42 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java
new file mode 100644
index 000000000..35d30956e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueRespVO.java
@@ -0,0 +1,115 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java
new file mode 100644
index 000000000..4ca004a59
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java
@@ -0,0 +1,105 @@
+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;
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransferReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransferReqVO.java
new file mode 100644
index 000000000..63bdc1838
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransferReqVO.java
@@ -0,0 +1,25 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTranslateReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTranslateReqVO.java
new file mode 100644
index 000000000..03a4d78f1
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTranslateReqVO.java
@@ -0,0 +1,17 @@
+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 ids;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java
new file mode 100644
index 000000000..766adb02d
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java
@@ -0,0 +1,204 @@
+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 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 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 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 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 userMap = adminUserApi.getUserMap(CollUtil.removeNull(Lists.newArrayList(
+ NumberUtil.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ // 2. 获取客户信息
+ List customerList = customerService.getCustomerList(
+ Collections.singletonList(contact.getCustomerId()));
+ // 3. 直属上级
+ List 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> getContactListByIds(@RequestParam("ids") List 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> getSimpleContactList() {
+ List 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> getContactPage(@Valid CrmContactPageReqVO pageVO) {
+ PageResult 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> getContactPageByCustomer(@Valid CrmContactPageReqVO pageVO) {
+ Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
+ PageResult 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 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 buildContactDetailPage(PageResult pageResult) {
+ List contactList = pageResult.getList();
+ if (CollUtil.isEmpty(contactList)) {
+ return PageResult.empty(pageResult.getTotal());
+ }
+ // 1. 获取客户列表
+ List crmCustomerDOList = customerService.getCustomerList(
+ convertSet(contactList, CrmContactDO::getCustomerId));
+ // 2. 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(contactList,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ // 3. 直属上级
+ List 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 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 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 deleteContactBusinessList(@Valid @RequestBody CrmContactBusinessReqVO deleteReqVO) {
+ contactBusinessLinkService.deleteContactBusinessList(deleteReqVO);
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusinessReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusinessReqVO.java
new file mode 100644
index 000000000..9b360f84b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBusinessReqVO.java
@@ -0,0 +1,22 @@
+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 businessIds;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java
new file mode 100644
index 000000000..75294a1bd
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java
@@ -0,0 +1,42 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactRespVO.java
new file mode 100644
index 000000000..d99ea703c
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactRespVO.java
@@ -0,0 +1,112 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactSaveReqVO.java
new file mode 100644
index 000000000..299b1fbbb
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactSaveReqVO.java
@@ -0,0 +1,103 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactTransferReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactTransferReqVO.java
new file mode 100644
index 000000000..c65b205c8
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactTransferReqVO.java
@@ -0,0 +1,32 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
new file mode 100644
index 000000000..ace5d1817
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
@@ -0,0 +1,187 @@
+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 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 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 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 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 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> getContractPage(@Valid CrmContractPageReqVO pageVO) {
+ PageResult 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> getContractPageByCustomer(@Valid CrmContractPageReqVO pageVO) {
+ Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
+ PageResult 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 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 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 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 buildContractDetailList(List contractList) {
+ if (CollUtil.isEmpty(contractList)) {
+ return Collections.emptyList();
+ }
+ // 1. 获取客户列表
+ List customerList = customerService.getCustomerList(
+ convertSet(contractList, CrmContractDO::getCustomerId));
+ // 2. 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(contractList,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ // 3. 获取联系人
+ Map contactMap = convertMap(contactService.getContactListByIds(convertSet(contractList,
+ CrmContractDO::getContactId)), CrmContactDO::getId);
+ // 4. 获取商机
+ Map businessMap = convertMap(businessService.getBusinessList(convertSet(contractList,
+ CrmContractDO::getBusinessId)), CrmBusinessDO::getId);
+ // 5. 获取合同关联的商品
+ Map contractProductMap = null;
+ List productList = null;
+ if (contractList.size() == 1) {
+ List 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);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractPageReqVO.java
new file mode 100644
index 000000000..c61a64ccf
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractPageReqVO.java
@@ -0,0 +1,50 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractRespVO.java
new file mode 100644
index 000000000..da6239414
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractRespVO.java
@@ -0,0 +1,165 @@
+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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractSaveReqVO.java
new file mode 100644
index 000000000..20b20580e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractSaveReqVO.java
@@ -0,0 +1,115 @@
+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 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;
+
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractTransferReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractTransferReqVO.java
new file mode 100644
index 000000000..88227c560
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractTransferReqVO.java
@@ -0,0 +1,26 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.http b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.http
new file mode 100644
index 000000000..9a6cb93a8
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.http
@@ -0,0 +1,16 @@
+### 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)
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
new file mode 100644
index 000000000..da23f2b47
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
@@ -0,0 +1,272 @@
+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 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 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 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 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 userMap = adminUserApi.getUserMap(
+ Collections.asSet(Long.valueOf(customer.getCreator()), customer.getOwnerUserId()));
+ Map 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> getCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
+ // 1. 查询客户分页
+ PageResult pageResult = customerService.getCustomerPage(pageVO, getLoginUserId());
+ if (CollUtil.isEmpty(pageResult.getList())) {
+ return success(PageResult.empty(pageResult.getTotal()));
+ }
+
+ // 2. 拼接数据
+ Map 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 userMap = adminUserApi.getUserMap(
+ convertSetByFlatMap(pageResult.getList(), user -> Stream.of(Long.parseLong(user.getCreator()), user.getOwnerUserId())));
+ Map 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> 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 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 poolDayMap = getPoolDayMap(pageResult.getList()); // 客户界面，需要查看距离进入公海的时间
+ Map userMap = adminUserApi.getUserMap(
+ convertSetByFlatMap(pageResult.getList(), user -> Stream.of(Long.parseLong(user.getCreator()), user.getOwnerUserId())));
+ Map 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
+ */
+ private Map getPoolDayMap(List 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> getSimpleDeptList() {
+ CrmCustomerPageReqVO reqVO = new CrmCustomerPageReqVO();
+ reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
+ List 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 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 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 importExcel(@Valid @RequestBody CrmCustomerImportReqVO importReqVO)
+ throws Exception {
+ List 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 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 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 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 receiveCustomer(@RequestParam(value = "ids") List 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 distributeCustomer(@Valid @RequestBody CrmCustomerDistributeReqVO distributeReqVO) {
+ customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId(), Boolean.FALSE);
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerLimitConfigController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerLimitConfigController.java
new file mode 100644
index 000000000..95f4ccd8f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerLimitConfigController.java
@@ -0,0 +1,97 @@
+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 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 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 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 getCustomerLimitConfig(@RequestParam("id") Long id) {
+ CrmCustomerLimitConfigDO customerLimitConfig = customerLimitConfigService.getCustomerLimitConfig(id);
+ // 拼接数据
+ Map userMap = adminUserApi.getUserMap(customerLimitConfig.getUserIds());
+ Map 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> getCustomerLimitConfigPage(@Valid CrmCustomerLimitConfigPageReqVO pageVO) {
+ PageResult pageResult = customerLimitConfigService.getCustomerLimitConfigPage(pageVO);
+ if (CollUtil.isEmpty(pageResult.getList())) {
+ return success(PageResult.empty(pageResult.getTotal()));
+ }
+ // 拼接数据
+ Map userMap = adminUserApi.getUserMap(
+ convertSetByFlatMap(pageResult.getList(), CrmCustomerLimitConfigDO::getUserIds, Collection::stream));
+ Map deptMap = deptApi.getDeptMap(
+ convertSetByFlatMap(pageResult.getList(), CrmCustomerLimitConfigDO::getDeptIds, Collection::stream));
+ return success(CrmCustomerLimitConfigConvert.INSTANCE.convertPage(pageResult, userMap, deptMap));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerPoolConfigController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerPoolConfigController.java
new file mode 100644
index 000000000..ca3b1ac62
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerPoolConfigController.java
@@ -0,0 +1,44 @@
+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 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 saveCustomerPoolConfig(@Valid @RequestBody CrmCustomerPoolConfigSaveReqVO updateReqVO) {
+ customerPoolConfigService.saveCustomerPoolConfig(updateReqVO);
+ return success(true);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerDistributeReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerDistributeReqVO.java
new file mode 100644
index 000000000..24113ed12
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerDistributeReqVO.java
@@ -0,0 +1,22 @@
+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 ids;
+
+ @Schema(description = "负责人", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
+ @NotNull(message = "负责人不能为空")
+ private Long ownerUserId;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportExcelVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportExcelVO.java
new file mode 100644
index 000000000..4f57564dd
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportExcelVO.java
@@ -0,0 +1,71 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportReqVO.java
new file mode 100644
index 000000000..a396dc50b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportReqVO.java
@@ -0,0 +1,25 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportRespVO.java
new file mode 100644
index 000000000..de35b7b92
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportRespVO.java
@@ -0,0 +1,24 @@
+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 createCustomerNames;
+
+ @Schema(description = "更新成功的客户名数组", requiredMode = Schema.RequiredMode.REQUIRED)
+ private List 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 failureCustomerNames;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerLockReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerLockReqVO.java
new file mode 100644
index 000000000..1cf9ff382
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerLockReqVO.java
@@ -0,0 +1,16 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerPageReqVO.java
new file mode 100644
index 000000000..bded50473
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerPageReqVO.java
@@ -0,0 +1,39 @@
+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
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerRespVO.java
new file mode 100644
index 000000000..69c75856f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerRespVO.java
@@ -0,0 +1,138 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerSaveReqVO.java
new file mode 100644
index 000000000..d6d73b142
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerSaveReqVO.java
@@ -0,0 +1,106 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerTransferReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerTransferReqVO.java
new file mode 100644
index 000000000..9bdc43532
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerTransferReqVO.java
@@ -0,0 +1,31 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigPageReqVO.java
new file mode 100644
index 000000000..37ce11009
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigPageReqVO.java
@@ -0,0 +1,18 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigRespVO.java
new file mode 100644
index 000000000..8ff03ad66
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigRespVO.java
@@ -0,0 +1,42 @@
+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 userIds;
+
+ @Schema(description = "规则适用部门")
+ private List 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 users;
+
+ @Schema(description = "规则适用部门名称")
+ private List depts;
+
+ @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
+ private LocalDateTime createTime;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigSaveReqVO.java
new file mode 100644
index 000000000..a0e88e3f6
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/limitconfig/CrmCustomerLimitConfigSaveReqVO.java
@@ -0,0 +1,41 @@
+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 userIds;
+
+ @Schema(description = "规则适用部门")
+ @DiffLogField(name = "规则适用部门", function = SysDeptParseFunction.NAME)
+ private List 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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigRespVO.java
new file mode 100644
index 000000000..2aeb3402e
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigRespVO.java
@@ -0,0 +1,27 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigSaveReqVO.java
new file mode 100644
index 000000000..3215f8645
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/poolconfig/CrmCustomerPoolConfigSaveReqVO.java
@@ -0,0 +1,65 @@
+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());
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
new file mode 100644
index 000000000..f0b726353
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
@@ -0,0 +1,92 @@
+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 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 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 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> getFollowUpRecordPage(@Valid CrmFollowUpRecordPageReqVO pageReqVO) {
+ PageResult pageResult = followUpRecordService.getFollowUpRecordPage(pageReqVO);
+ /// 拼接数据
+ Map contactMap = convertMap(contactService.getContactListByIds(
+ convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream())), CrmContactDO::getId);
+ Map businessMap = convertMap(businessService.getBusinessList(
+ convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream())), CrmBusinessDO::getId);
+ PageResult 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);
+ }
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java
new file mode 100644
index 000000000..78c28a08f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordPageReqVO.java
@@ -0,0 +1,21 @@
+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;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
new file mode 100644
index 000000000..83bfd9edc
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
@@ -0,0 +1,55 @@
+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 businessIds;
+ @Schema(description = "关联的商机名称数组")
+ private List businessNames;
+
+ @Schema(description = "关联的联系人编号数组")
+ private List contactIds;
+ @Schema(description = "关联的联系人名称数组")
+ private List contactNames;
+
+ @Schema(description = "图片")
+ private List picUrls;
+ @Schema(description = "附件")
+ private List fileUrls;
+
+ @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
+ private LocalDateTime createTime;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java
new file mode 100644
index 000000000..c4d53859b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordSaveReqVO.java
@@ -0,0 +1,48 @@
+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 businessIds;
+ @Schema(description = "关联的联系人编号数组")
+ private List contactIds;
+
+ @Schema(description = "图片")
+ private List picUrls;
+ @Schema(description = "附件")
+ private List fileUrls;
+
+}
\ No newline at end of file
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
new file mode 100644
index 000000000..1793f66d2
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
@@ -0,0 +1,64 @@
+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 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> 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));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java
new file mode 100644
index 000000000..f49ccb38b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java
@@ -0,0 +1,27 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogV2RespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogV2RespVO.java
new file mode 100644
index 000000000..b3405428f
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogV2RespVO.java
@@ -0,0 +1,44 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.http b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.http
new file mode 100644
index 000000000..1ef2bc1a1
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.http
@@ -0,0 +1,32 @@
+### 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}}
+
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
new file mode 100644
index 000000000..63085cab0
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
@@ -0,0 +1,116 @@
+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 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 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 deletePermission(@RequestParam("ids") Collection 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 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> getPermissionList(@RequestParam("bizType") Integer bizType,
+ @RequestParam("bizId") Long bizId) {
+ List permission = permissionService.getPermissionListByBiz(bizType, bizId);
+ if (CollUtil.isEmpty(permission)) {
+ return success(Collections.emptyList());
+ }
+
+ // 拼接数据
+ List userList = adminUserApi.getUserList(convertSet(permission, CrmPermissionDO::getUserId))
+ .getCheckedData();
+ Map deptMap = deptApi.getDeptMap(convertSet(userList, AdminUserRespDTO::getDeptId));
+ Set postIds = CollectionUtils.convertSetByFlatMap(userList, AdminUserRespDTO::getPostIds,
+ item -> item != null ? item.stream() : Stream.empty());
+ Map postMap = postApi.getPostMap(postIds);
+ return success(CrmPermissionConvert.INSTANCE.convert(permission, userList, deptMap, postMap));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionBaseVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionBaseVO.java
new file mode 100644
index 000000000..796b3cd46
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionBaseVO.java
@@ -0,0 +1,38 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionCreateReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionCreateReqVO.java
new file mode 100644
index 000000000..99793389b
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionCreateReqVO.java
@@ -0,0 +1,14 @@
+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 {
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionRespVO.java
new file mode 100644
index 000000000..10f1ce198
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionRespVO.java
@@ -0,0 +1,28 @@
+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 postNames;
+
+ @Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED, example = "2023-01-01 00:00:00")
+ private LocalDateTime createTime;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionUpdateReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionUpdateReqVO.java
new file mode 100644
index 000000000..26c94728a
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/vo/CrmPermissionUpdateReqVO.java
@@ -0,0 +1,34 @@
+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 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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductCategoryController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductCategoryController.java
new file mode 100644
index 000000000..2c840d595
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductCategoryController.java
@@ -0,0 +1,73 @@
+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 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 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 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 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> getProductCategoryList(@Valid CrmProductCategoryListReqVO listReqVO) {
+ List list = productCategoryService.getProductCategoryList(listReqVO);
+ return success(BeanUtils.toBean(list, CrmProductCategoryRespVO.class));
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java
new file mode 100644
index 000000000..94774373d
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java
@@ -0,0 +1,126 @@
+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 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 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 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 getProduct(@RequestParam("id") Long id) {
+ CrmProductDO product = productService.getProduct(id);
+ if (product == null) {
+ return success(null);
+ }
+ Map 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> getProductPage(@Valid CrmProductPageReqVO pageVO) {
+ PageResult 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 list = productService.getProductPage(exportReqVO, getLoginUserId()).getList();
+ // 导出 Excel
+ ExcelUtils.write(response, "产品.xls", "数据", CrmProductRespVO.class,
+ getProductDetailList(list));
+ }
+
+ private List getProductDetailList(List list) {
+ if (CollUtil.isEmpty(list)) {
+ return Collections.emptyList();
+ }
+ Map userMap = adminUserApi.getUserMap(
+ convertSetByFlatMap(list, user -> Stream.of(Long.valueOf(user.getCreator()), user.getOwnerUserId())));
+ List productCategoryList = productCategoryService.getProductCategoryList(
+ convertSet(list, CrmProductDO::getCategoryId));
+ return CrmProductConvert.INSTANCE.convertList(list, userMap, productCategoryList);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryCreateReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryCreateReqVO.java
new file mode 100644
index 000000000..bb17806a8
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryCreateReqVO.java
@@ -0,0 +1,25 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryListReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryListReqVO.java
new file mode 100644
index 000000000..6144c95c4
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryListReqVO.java
@@ -0,0 +1,22 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryRespVO.java
new file mode 100644
index 000000000..4cea8e464
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/category/CrmProductCategoryRespVO.java
@@ -0,0 +1,24 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductPageReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductPageReqVO.java
new file mode 100644
index 000000000..39b1090f8
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductPageReqVO.java
@@ -0,0 +1,21 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductRespVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductRespVO.java
new file mode 100644
index 000000000..ceca3e5a0
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductRespVO.java
@@ -0,0 +1,74 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductSaveReqVO.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductSaveReqVO.java
new file mode 100644
index 000000000..01b2ae443
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/vo/product/CrmProductSaveReqVO.java
@@ -0,0 +1,54 @@
+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;
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java
new file mode 100644
index 000000000..8516ebd66
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java
@@ -0,0 +1,147 @@
+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 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 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 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 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> getReceivablePage(@Valid CrmReceivablePageReqVO pageReqVO) {
+ PageResult 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> getReceivablePageByCustomer(@Valid CrmReceivablePageReqVO pageReqVO) {
+ Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
+ PageResult 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 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 buildReceivableDetailPage(PageResult pageResult) {
+ List receivableList = pageResult.getList();
+ if (CollUtil.isEmpty(receivableList)) {
+ return PageResult.empty(pageResult.getTotal());
+ }
+ // 1. 获取客户列表
+ List customerList = customerService.getCustomerList(
+ convertSet(receivableList, CrmReceivableDO::getCustomerId));
+ // 2. 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(receivableList,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ // 3. 获得合同列表
+ List contractList = contractService.getContractList(
+ convertSet(receivableList, CrmReceivableDO::getContractId));
+ return CrmReceivableConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList);
+ }
+
+}
diff --git a/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java
new file mode 100644
index 000000000..252d714f4
--- /dev/null
+++ b/yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java
@@ -0,0 +1,156 @@
+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.plan.CrmReceivablePlanCreateReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanUpdateReqVO;
+import cn.iocoder.yudao.module.crm.convert.receivable.CrmReceivablePlanConvert;
+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.dal.dataobject.receivable.CrmReceivablePlanDO;
+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.CrmReceivablePlanService;
+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.context.annotation.Lazy;
+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 回款计划")
+@RestController
+@RequestMapping("/crm/receivable-plan")
+@Validated
+public class CrmReceivablePlanController {
+
+ @Resource
+ private CrmReceivablePlanService receivablePlanService;
+ @Resource
+ private CrmReceivableService receivableService;
+ @Resource
+ @Lazy
+ private CrmContractService contractService;
+ @Resource
+ private CrmCustomerService customerService;
+
+ @Resource
+ private AdminUserApi adminUserApi;
+
+ @PostMapping("/create")
+ @Operation(summary = "创建回款计划")
+ @PreAuthorize("@ss.hasPermission('crm:receivable-plan:create')")
+ public CommonResult createReceivablePlan(@Valid @RequestBody CrmReceivablePlanCreateReqVO createReqVO) {
+ return success(receivablePlanService.createReceivablePlan(createReqVO, getLoginUserId()));
+ }
+
+ @PutMapping("/update")
+ @Operation(summary = "更新回款计划")
+ @PreAuthorize("@ss.hasPermission('crm:receivable-plan:update')")
+ public CommonResult updateReceivablePlan(@Valid @RequestBody CrmReceivablePlanUpdateReqVO updateReqVO) {
+ receivablePlanService.updateReceivablePlan(updateReqVO);
+ return success(true);
+ }
+
+ @DeleteMapping("/delete")
+ @Operation(summary = "删除回款计划")
+ @Parameter(name = "id", description = "编号", required = true)
+ @PreAuthorize("@ss.hasPermission('crm:receivable-plan:delete')")
+ public CommonResult deleteReceivablePlan(@RequestParam("id") Long id) {
+ receivablePlanService.deleteReceivablePlan(id);
+ return success(true);
+ }
+
+ @GetMapping("/get")
+ @Operation(summary = "获得回款计划")
+ @Parameter(name = "id", description = "编号", required = true, example = "1024")
+ @PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
+ public CommonResult getReceivablePlan(@RequestParam("id") Long id) {
+ CrmReceivablePlanDO receivablePlan = receivablePlanService.getReceivablePlan(id);
+ return success(CrmReceivablePlanConvert.INSTANCE.convert(receivablePlan));
+ }
+
+ @GetMapping("/page")
+ @Operation(summary = "获得回款计划分页")
+ @PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
+ public CommonResult> getReceivablePlanPage(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
+ PageResult pageResult = receivablePlanService.getReceivablePlanPage(pageReqVO, getLoginUserId());
+ return success(convertDetailReceivablePlanPage(pageResult));
+ }
+
+ @GetMapping("/page-by-customer")
+ @Operation(summary = "获得回款计划分页，基于指定客户")
+ public CommonResult> getReceivablePlanPageByCustomer(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
+ Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
+ PageResult pageResult = receivablePlanService.getReceivablePlanPageByCustomerId(pageReqVO);
+ return success(convertDetailReceivablePlanPage(pageResult));
+ }
+
+ // TODO 芋艿：后面在优化导出
+ @GetMapping("/export-excel")
+ @Operation(summary = "导出回款计划 Excel")
+ @PreAuthorize("@ss.hasPermission('crm:receivable-plan:export')")
+ @OperateLog(type = EXPORT)
+ public void exportReceivablePlanExcel(@Valid CrmReceivablePlanPageReqVO exportReqVO,
+ HttpServletResponse response) throws IOException {
+ exportReqVO.setPageSize(PAGE_SIZE_NONE);
+ PageResult pageResult = receivablePlanService.getReceivablePlanPage(exportReqVO, getLoginUserId());
+ // 导出 Excel
+ ExcelUtils.write(response, "回款计划.xls", "数据", CrmReceivablePlanRespVO.class,
+ convertDetailReceivablePlanPage(pageResult).getList());
+ }
+
+ /**
+ * 构建详细的回款计划分页结果
+ *
+ * @param pageResult 简单的回款计划分页结果
+ * @return 详细的回款计划分页结果
+ */
+ private PageResult convertDetailReceivablePlanPage(PageResult pageResult) {
+ List receivablePlanList = pageResult.getList();
+ if (CollUtil.isEmpty(receivablePlanList)) {
+ return PageResult.empty(pageResult.getTotal());
+ }
+ // 1. 获取客户列表
+ List customerList = customerService.getCustomerList(
+ convertSet(receivablePlanList, CrmReceivablePlanDO::getCustomerId));
+ // 2. 获取创建人、负责人列表
+ Map userMap = adminUserApi.getUserMap(convertListByFlatMap(receivablePlanList,
+ contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
+ // 3. 获得合同列表
+ List contractList = contractService.getContractList(
+ convertSet(receivablePlanList, CrmReceivablePlanDO::getContractId));
+ // 4. 获得还款列表
+ List