初始化提交

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YangJ
2024-03-20 09:42:17 +08:00
commit 72f30209cf
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<?xml version="1.0" encoding="UTF-8"?>
<project xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xmlns="http://maven.apache.org/POM/4.0.0"
xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
<parent>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-crm</artifactId>
<version>${revision}</version>
</parent>
<modelVersion>4.0.0</modelVersion>
<artifactId>yudao-module-crm-biz</artifactId>
<name>${project.artifactId}</name>
<description>
crm 包下客户关系管理Customer Relationship Management
例如说:客户、联系人、商机、合同、回款等等
</description>
<dependencies>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-system-api</artifactId>
<version>${revision}</version>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-crm-api</artifactId>
<version>${revision}</version>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-module-bpm-api</artifactId>
<version>${revision}</version>
</dependency>
<!-- 业务组件 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-operatelog</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-ip</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-biz-tenant</artifactId>
</dependency>
<!-- Web 相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-web</artifactId>
</dependency>
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-security</artifactId>
</dependency>
<!-- DB 相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-mybatis</artifactId>
</dependency>
<!-- 工具类相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-excel</artifactId>
</dependency>
<!-- Test 测试相关 -->
<dependency>
<groupId>cn.iocoder.boot</groupId>
<artifactId>yudao-spring-boot-starter-test</artifactId>
</dependency>
</dependencies>
</project>

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/**
* crm API 实现类,定义暴露给其它模块的 API
*/
package cn.iocoder.yudao.module.crm.api;

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package cn.iocoder.yudao.module.crm.controller.admin.business;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.business.vo.business.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
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.dal.dataobject.product.CrmProductDO;
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.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
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;
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 CrmBusinessStatusService businessStatusTypeService;
@Resource
private CrmBusinessStatusService businessStatusService;
@Resource
private CrmProductService productService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建商机")
@PreAuthorize("@ss.hasPermission('crm:business:create')")
public CommonResult<Long> createBusiness(@Valid @RequestBody CrmBusinessSaveReqVO createReqVO) {
return success(businessService.createBusiness(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新商机")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> updateBusiness(@Valid @RequestBody CrmBusinessSaveReqVO updateReqVO) {
businessService.updateBusiness(updateReqVO);
return success(true);
}
@PutMapping("/update-status")
@Operation(summary = "更新商机状态")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> updateBusinessStatus(@Valid @RequestBody CrmBusinessUpdateStatusReqVO updateStatusReqVO) {
businessService.updateBusinessStatus(updateStatusReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除商机")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:business:delete')")
public CommonResult<Boolean> deleteBusiness(@RequestParam("id") Long id) {
businessService.deleteBusiness(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得商机")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<CrmBusinessRespVO> getBusiness(@RequestParam("id") Long id) {
CrmBusinessDO business = businessService.getBusiness(id);
return success(buildBusinessDetail(business));
}
private CrmBusinessRespVO buildBusinessDetail(CrmBusinessDO business) {
if (business == null) {
return null;
}
CrmBusinessRespVO businessVO = buildBusinessDetailList(Collections.singletonList(business)).get(0);
// 拼接产品项
List<CrmBusinessProductDO> businessProducts = businessService.getBusinessProductListByBusinessId(businessVO.getId());
Map<Long, CrmProductDO> productMap = productService.getProductMap(
convertSet(businessProducts, CrmBusinessProductDO::getProductId));
businessVO.setProducts(BeanUtils.toBean(businessProducts, CrmBusinessRespVO.Product.class, businessProductVO ->
MapUtils.findAndThen(productMap, businessProductVO.getProductId(),
product -> businessProductVO.setProductName(product.getName())
.setProductNo(product.getNo()).setProductUnit(product.getUnit()))));
return businessVO;
}
@GetMapping("/simple-all-list")
@Operation(summary = "获得联系人的精简列表")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmBusinessRespVO>> getSimpleContactList() {
CrmBusinessPageReqVO reqVO = new CrmBusinessPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(reqVO, getLoginUserId());
return success(convertList(pageResult.getList(), business -> // 只返回 id、name 字段
new CrmBusinessRespVO().setId(business.getId()).setName(business.getName())
.setCustomerId(business.getCustomerId())));
}
@GetMapping("/page")
@Operation(summary = "获得商机分页")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPage(@Valid CrmBusinessPageReqVO pageVO) {
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(pageVO, getLoginUserId());
return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得商机分页,基于指定客户")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPageByCustomer(@Valid CrmBusinessPageReqVO pageReqVO) {
if (pageReqVO.getCustomerId() == null) {
throw exception(CUSTOMER_NOT_EXISTS);
}
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByCustomerId(pageReqVO);
return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-contact")
@Operation(summary = "获得联系人的商机分页")
@PreAuthorize("@ss.hasPermission('crm:business:query')")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessContactPage(@Valid CrmBusinessPageReqVO pageReqVO) {
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByContact(pageReqVO);
return success(new PageResult<>(buildBusinessDetailList(pageResult.getList()), pageResult.getTotal()));
}
@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);
List<CrmBusinessDO> list = businessService.getBusinessPage(exportReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "商机.xls", "数据", CrmBusinessRespVO.class,
buildBusinessDetailList(list));
}
private List<CrmBusinessRespVO> buildBusinessDetailList(List<CrmBusinessDO> list) {
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(list, CrmBusinessDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 获得商机状态组
Map<Long, CrmBusinessStatusTypeDO> statusTypeMap = businessStatusTypeService.getBusinessStatusTypeMap(
convertSet(list, CrmBusinessDO::getStatusTypeId));
Map<Long, CrmBusinessStatusDO> statusMap = businessStatusService.getBusinessStatusMap(
convertSet(list, CrmBusinessDO::getStatusId));
// 2. 拼接数据
return BeanUtils.toBean(list, CrmBusinessRespVO.class, businessVO -> {
// 2.1 设置客户名称
MapUtils.findAndThen(customerMap, businessVO.getCustomerId(), customer -> businessVO.setCustomerName(customer.getName()));
// 2.2 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(businessVO.getCreator()),
user -> businessVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, businessVO.getOwnerUserId(), user -> {
businessVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> businessVO.setOwnerUserDeptName(dept.getName()));
});
// 2.3 设置商机状态
MapUtils.findAndThen(statusTypeMap, businessVO.getStatusTypeId(), statusType -> businessVO.setStatusTypeName(statusType.getName()));
MapUtils.findAndThen(statusMap, businessVO.getStatusId(), status -> businessVO.setStatusName(
businessService.getBusinessStatusName(businessVO.getEndStatus(), status)));
});
}
@PutMapping("/transfer")
@Operation(summary = "商机转移")
@PreAuthorize("@ss.hasPermission('crm:business:update')")
public CommonResult<Boolean> transferBusiness(@Valid @RequestBody CrmBusinessTransferReqVO reqVO) {
businessService.transferBusiness(reqVO, getLoginUserId());
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.business;
import cn.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.number.NumberUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.status.CrmBusinessStatusSaveReqVO;
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.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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.Collection;
import java.util.List;
import java.util.Map;
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.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM 商机状态")
@RestController
@RequestMapping("/crm/business-status")
@Validated
public class CrmBusinessStatusController {
@Resource
private CrmBusinessStatusService businessStatusTypeService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建商机状态")
@PreAuthorize("@ss.hasPermission('crm:business-status:create')")
public CommonResult<Long> createBusinessStatus(@Valid @RequestBody CrmBusinessStatusSaveReqVO createReqVO) {
return success(businessStatusTypeService.createBusinessStatus(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新商机状态")
@PreAuthorize("@ss.hasPermission('crm:business-status:update')")
public CommonResult<Boolean> updateBusinessStatus(@Valid @RequestBody CrmBusinessStatusSaveReqVO updateReqVO) {
businessStatusTypeService.updateBusinessStatus(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除商机状态")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:business-status:delete')")
public CommonResult<Boolean> deleteBusinessStatusType(@RequestParam("id") Long id) {
businessStatusTypeService.deleteBusinessStatusType(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得商机状态")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:business-status:query')")
public CommonResult<CrmBusinessStatusRespVO> getBusinessStatusType(@RequestParam("id") Long id) {
CrmBusinessStatusTypeDO statusType = businessStatusTypeService.getBusinessStatusType(id);
if (statusType == null) {
return success(null);
}
List<CrmBusinessStatusDO> statuses = businessStatusTypeService.getBusinessStatusListByTypeId(id);
return success(BeanUtils.toBean(statusType, CrmBusinessStatusRespVO.class,
statusTypeVO -> statusTypeVO.setStatuses(BeanUtils.toBean(statuses, CrmBusinessStatusRespVO.Status.class))));
}
@GetMapping("/page")
@Operation(summary = "获得商机状态分页")
@PreAuthorize("@ss.hasPermission('crm:business-status:query')")
public CommonResult<PageResult<CrmBusinessStatusRespVO>> getBusinessStatusPage(@Valid PageParam pageReqVO) {
// 1. 查询数据
PageResult<CrmBusinessStatusTypeDO> pageResult = businessStatusTypeService.getBusinessStatusTypePage(pageReqVO);
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 2. 拼接数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSet(pageResult.getList(), statusType -> Long.parseLong(statusType.getCreator())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(
convertSetByFlatMap(pageResult.getList(), CrmBusinessStatusTypeDO::getDeptIds, Collection::stream));
return success(BeanUtils.toBean(pageResult, CrmBusinessStatusRespVO.class, statusTypeVO -> {
statusTypeVO.setCreator(userMap.get(NumberUtils.parseLong(statusTypeVO.getCreator())).getNickname());
statusTypeVO.setDeptNames(convertList(statusTypeVO.getDeptIds(),
deptId -> deptMap.containsKey(deptId) ? deptMap.get(deptId).getName() : null));
}));
}
@GetMapping("/type-simple-list")
@Operation(summary = "获得商机状态组列表")
public CommonResult<List<CrmBusinessStatusRespVO>> getBusinessStatusTypeSimpleList() {
List<CrmBusinessStatusTypeDO> list = businessStatusTypeService.getBusinessStatusTypeList();
// 过滤掉部门不匹配的
Long deptId = adminUserApi.getUser(getLoginUserId()).getDeptId();
list.removeIf(statusType -> CollUtil.isNotEmpty(statusType.getDeptIds()) && !statusType.getDeptIds().contains(deptId));
return success(BeanUtils.toBean(list, CrmBusinessStatusRespVO.class));
}
@GetMapping("/status-simple-list")
@Operation(summary = "获得商机状态列表")
@Parameter(name = "typeId", description = "商机状态组", required = true, example = "1024")
public CommonResult<List<CrmBusinessStatusRespVO.Status>> getBusinessStatusSimpleList(@RequestParam("typeId") Long typeId) {
List<CrmBusinessStatusDO> list = businessStatusTypeService.getBusinessStatusListByTypeId(typeId);
return success(BeanUtils.toBean(list, CrmBusinessStatusRespVO.Status.class));
}
}

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

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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import 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 java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - CRM 商机 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmBusinessRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
@ExcelProperty("编号")
private Long id;
@Schema(description = "商机名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@ExcelProperty("商机名称")
private String name;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10299")
private Long customerId;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
@ExcelProperty("客户名称")
private String customerName;
@Schema(description = "跟进状态", requiredMode = Schema.RequiredMode.REQUIRED, example ="true")
@ExcelProperty("跟进状态")
private Boolean followUpStatus;
@Schema(description = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "下次联系时间")
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@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 = "商机状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714")
private Long statusTypeId;
@Schema(description = "商机状组名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "进行中")
@ExcelProperty("商机状态组")
private String statusTypeName;
@Schema(description = "商机状态编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "30320")
private Long statusId;
@Schema(description = "状态名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "跟进中")
@ExcelProperty("商机状态")
private String statusName;
@Schema
@ExcelProperty("结束状态")
private Integer endStatus;
@ExcelProperty("结束时的备注")
private String endRemark;
@Schema(description = "预计成交日期")
@ExcelProperty("预计成交日期")
private LocalDateTime dealTime;
@Schema(description = "产品总金额", example = "12025")
@ExcelProperty("产品总金额")
private BigDecimal totalProductPrice;
@Schema(description = "整单折扣")
@ExcelProperty("整单折扣")
private BigDecimal discountPercent;
@Schema(description = "商机总金额", example = "12371")
@ExcelProperty("商机总金额")
private BigDecimal totalPrice;
@Schema(description = "备注", example = "随便")
@ExcelProperty("备注")
private String remark;
@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 = "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 = "产品列表")
private List<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "888")
private Long id;
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private Long productId;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private String productName;
@Schema(description = "产品条码", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private String productNo;
@Schema(description = "产品单位", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private Integer productUnit;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal productPrice;
@Schema(description = "商机价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal businessPrice;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
private BigDecimal count;
@Schema(description = "总计价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal totalPrice;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
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 lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.NotNull;
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 = "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 = "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 = "商机状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "25714")
@DiffLogField(name = "商机状态组")
@NotNull(message = "商机状态组不能为空")
private Long statusTypeId;
@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 = "整单折扣", requiredMode = Schema.RequiredMode.REQUIRED, example = "55.00")
@DiffLogField(name = "整单折扣")
@NotNull(message = "整单折扣不能为空")
private BigDecimal discountPercent;
@Schema(description = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
@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
@Schema(description = "产品列表")
private List<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")
private Long productId;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "产品单价不能为空")
private BigDecimal productPrice;
@Schema(description = "商机价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "商机价格不能为空")
private BigDecimal businessPrice;
@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;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
@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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.AssertTrue;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 商机更新状态 Request VO")
@Data
public class CrmBusinessUpdateStatusReqVO {
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "32129")
@NotNull(message = "商机编号不能为空")
private Long id;
@Schema(description = "状态编号", example = "1")
private Long statusId;
@Schema(description = "结束状态", example = "1")
@InEnum(value = CrmBusinessEndStatusEnum.class)
private Integer endStatus;
@AssertTrue(message = "变更状态不正确")
public boolean isStatusValid() {
return statusId != null || endStatus != null;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
@Schema(description = "管理后台 - 商机状态 Response VO")
@Data
public class CrmBusinessStatusRespVO {
@Schema(description = "状态组编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2934")
private Long id;
@Schema(description = "状态组名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private String name;
@Schema(description = "使用的部门编号", requiredMode = Schema.RequiredMode.REQUIRED)
private List<Long> deptIds;
@Schema(description = "使用的部门名称", requiredMode = Schema.RequiredMode.REQUIRED)
private List<String> deptNames;
@Schema(description = "创建人", requiredMode = Schema.RequiredMode.REQUIRED)
private String creator;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
@Schema(description = "状态集合", requiredMode = Schema.RequiredMode.REQUIRED)
private List<Status> statuses;
@Data
public static class Status {
@Schema(description = "状态编号", example = "23899")
private Long id;
@Schema(description = "状态名", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
private String name;
@Schema(description = "赢单率", requiredMode = Schema.RequiredMode.REQUIRED, example = "50")
private BigDecimal percent;
@Schema(description = "排序", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer sort;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.business.vo.status;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.Valid;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.util.List;
@Schema(description = "管理后台 - 商机状态组新增/修改 Request VO")
@Data
public class CrmBusinessStatusSaveReqVO {
@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;
@Schema(description = "使用的部门编号")
private List<Long> deptIds;
@Schema(description = "商机状态集合", requiredMode = Schema.RequiredMode.REQUIRED)
@NotEmpty(message = "商机状态集合不能为空")
@Valid
private List<Status> statuses;
@Data
public static class Status {
@Schema(description = "状态编号", example = "23899")
private Long id;
@Schema(description = "状态名", requiredMode = Schema.RequiredMode.REQUIRED, example = "王五")
@NotEmpty(message = "状态名不能为空")
private String name;
@Schema(description = "赢单率", requiredMode = Schema.RequiredMode.REQUIRED, example = "50")
@NotNull(message = "赢单率不能为空")
private BigDecimal percent;
@Schema(description = "排序", hidden = true, example = "1")
private Integer sort;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue;
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.collection.MapUtils;
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.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.clue.CrmClueService;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
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.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;
import static java.util.Collections.singletonList;
@Tag(name = "管理后台 - 线索")
@RestController
@RequestMapping("/crm/clue")
@Validated
public class CrmClueController {
@Resource
private CrmClueService clueService;
@Resource
private CrmCustomerService customerService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建线索")
@PreAuthorize("@ss.hasPermission('crm:clue:create')")
public CommonResult<Long> createClue(@Valid @RequestBody CrmClueSaveReqVO createReqVO) {
return success(clueService.createClue(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新线索")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> updateClue(@Valid @RequestBody CrmClueSaveReqVO updateReqVO) {
clueService.updateClue(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除线索")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:clue:delete')")
public CommonResult<Boolean> deleteClue(@RequestParam("id") Long id) {
clueService.deleteClue(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得线索")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<CrmClueRespVO> getClue(@RequestParam("id") Long id) {
CrmClueDO clue = clueService.getClue(id);
return success(buildClueDetail(clue));
}
private CrmClueRespVO buildClueDetail(CrmClueDO clue) {
if (clue == null) {
return null;
}
return buildClueDetailList(singletonList(clue)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得线索分页")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<PageResult<CrmClueRespVO>> getCluePage(@Valid CrmCluePageReqVO pageVO) {
PageResult<CrmClueDO> pageResult = clueService.getCluePage(pageVO, getLoginUserId());
return success(new PageResult<>(buildClueDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出线索 Excel")
@PreAuthorize("@ss.hasPermission('crm:clue:export')")
@OperateLog(type = EXPORT)
public void exportClueExcel(@Valid CrmCluePageReqVO pageReqVO, HttpServletResponse response) throws IOException {
pageReqVO.setPageSize(PAGE_SIZE_NONE);
List<CrmClueDO> list = clueService.getCluePage(pageReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "线索.xls", "数据", CrmClueRespVO.class, buildClueDetailList(list));
}
private List<CrmClueRespVO> buildClueDetailList(List<CrmClueDO> list) {
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(list, CrmClueDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 2. 转换成 VO
return BeanUtils.toBean(list, CrmClueRespVO.class, clueVO -> {
clueVO.setAreaName(AreaUtils.format(clueVO.getAreaId()));
// 2.1 设置客户名称
MapUtils.findAndThen(customerMap, clueVO.getCustomerId(), customer -> clueVO.setCustomerName(customer.getName()));
// 2.2 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(clueVO.getCreator()),
user -> clueVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, clueVO.getOwnerUserId(), user -> {
clueVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> clueVO.setOwnerUserDeptName(dept.getName()));
});
});
}
@PutMapping("/transfer")
@Operation(summary = "线索转移")
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> transferClue(@Valid @RequestBody CrmClueTransferReqVO reqVO) {
clueService.transferClue(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/transform")
@Operation(summary = "线索转化为客户")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:clue:update')")
public CommonResult<Boolean> transformClue(@RequestParam("id") Long id) {
clueService.transformClue(id, getLoginUserId());
return success(Boolean.TRUE);
}
@GetMapping("/follow-count")
@Operation(summary = "获得分配给我的、待跟进的线索数量")
@PreAuthorize("@ss.hasPermission('crm:clue:query')")
public CommonResult<Long> getFollowClueCount() {
return success(clueService.getFollowClueCount(getLoginUserId()));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - 线索分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmCluePageReqVO extends PageParam {
@Schema(description = "线索名称", example = "线索xxx")
private String name;
@Schema(description = "转化状态", example = "2048")
private Boolean transformStatus;
@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;
@Schema(description = "跟进状态", example = "true")
private Boolean followUpStatus;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import java.time.LocalDateTime;
@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 = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
@ExcelProperty("线索名称")
private String name;
@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 = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "最后跟进内容", example = "吃饭、睡觉、打逗逗")
@ExcelProperty("最后跟进内容")
private String contactLastContent;
@Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@Schema(description = "负责人编号")
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 = "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 = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "520")
private Long customerId;
@Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "客户名称")
@ExcelProperty("客户名称")
private String customerName;
@Schema(description = "手机号", example = "18000000000")
@ExcelProperty("手机号")
private String mobile;
@Schema(description = "电话", example = "18000000000")
@ExcelProperty("电话")
private String telephone;
@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 = "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 = "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 = "备注", example = "随便")
@ExcelProperty("备注")
private String remark;
@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 = "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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerIndustryParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerLevelParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerSourceParseFunction;
import 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 lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.Email;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import javax.validation.constraints.Size;
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 = "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", 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 = "负责人编号", example = "2048")
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "手机号", example = "18000000000")
@DiffLogField(name = "手机号")
@Mobile
private String mobile;
@Schema(description = "电话", example = "18000000000")
@DiffLogField(name = "电话")
@Telephone
private String telephone;
@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 = "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 = "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 = "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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - 线索转移 Request VO")
@Data
public class CrmClueTransferReqVO {
@Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "线索编号不能为空")
private Long id;
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")
private Long newOwnerUserId;
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(value = CrmPermissionLevelEnum.class)
private Integer oldOwnerPermissionLevel; // 老负责人加入团队后的权限级别。如果 null 说明移除
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact;
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.collection.MapUtils;
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.ip.core.utils.AreaUtils;
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.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
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.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 lombok.extern.slf4j.Slf4j;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
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.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
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 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;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建联系人")
@PreAuthorize("@ss.hasPermission('crm:contact:create')")
public CommonResult<Long> createContact(@Valid @RequestBody CrmContactSaveReqVO createReqVO) {
return success(contactService.createContact(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新联系人")
@OperateLog(enable = false)
@PreAuthorize("@ss.hasPermission('crm:contact:update')")
public CommonResult<Boolean> updateContact(@Valid @RequestBody CrmContactSaveReqVO updateReqVO) {
contactService.updateContact(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除联系人")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contact:delete')")
public CommonResult<Boolean> deleteContact(@RequestParam("id") Long id) {
contactService.deleteContact(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得联系人")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<CrmContactRespVO> getContact(@RequestParam("id") Long id) {
CrmContactDO contact = contactService.getContact(id);
return success(buildContactDetail(contact));
}
private CrmContactRespVO buildContactDetail(CrmContactDO contact) {
if (contact == null) {
return null;
}
return buildContactDetailList(singletonList(contact)).get(0);
}
@GetMapping("/simple-all-list")
@Operation(summary = "获得联系人的精简列表")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<List<CrmContactRespVO>> getSimpleContactList() {
List<CrmContactDO> list = contactService.getContactList(getLoginUserId());
return success(convertList(list, contact -> // 只返回 id、name 字段
new CrmContactRespVO().setId(contact.getId()).setName(contact.getName())
.setCustomerId(contact.getCustomerId())));
}
@GetMapping("/page")
@Operation(summary = "获得联系人分页")
@PreAuthorize("@ss.hasPermission('crm:contact:query')")
public CommonResult<PageResult<CrmContactRespVO>> getContactPage(@Valid CrmContactPageReqVO pageVO) {
PageResult<CrmContactDO> pageResult = contactService.getContactPage(pageVO, getLoginUserId());
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得联系人分页,基于指定客户")
public CommonResult<PageResult<CrmContactRespVO>> getContactPageByCustomer(@Valid CrmContactPageReqVO pageVO) {
Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmContactDO> pageResult = contactService.getContactPageByCustomerId(pageVO);
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-business")
@Operation(summary = "获得联系人分页,基于指定商机")
public CommonResult<PageResult<CrmContactRespVO>> getContactPageByBusiness(@Valid CrmContactPageReqVO pageVO) {
Assert.notNull(pageVO.getBusinessId(), "商机编号不能为空");
PageResult<CrmContactDO> pageResult = contactService.getContactPageByBusinessId(pageVO);
return success(new PageResult<>(buildContactDetailList(pageResult.getList()), pageResult.getTotal()));
}
@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);
List<CrmContactDO> list = contactService.getContactPage(exportReqVO, getLoginUserId()).getList();
ExcelUtils.write(response, "联系人.xls", "数据", CrmContactRespVO.class, buildContactDetailList(list));
}
private List<CrmContactRespVO> buildContactDetailList(List<CrmContactDO> contactList) {
if (CollUtil.isEmpty(contactList)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(contactList, CrmContactDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(contactList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 直属上级 Map
Map<Long, CrmContactDO> parentContactMap = contactService.getContactMap(
convertSet(contactList, CrmContactDO::getParentId));
// 2. 转换成 VO
return BeanUtils.toBean(contactList, CrmContactRespVO.class, contactVO -> {
contactVO.setAreaName(AreaUtils.format(contactVO.getAreaId()));
// 2.1 设置客户名称
MapUtils.findAndThen(customerMap, contactVO.getCustomerId(), customer -> contactVO.setCustomerName(customer.getName()));
// 2.2 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(contactVO.getCreator()),
user -> contactVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, contactVO.getOwnerUserId(), user -> {
contactVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> contactVO.setOwnerUserDeptName(dept.getName()));
});
// 2.3 设置直属上级名称
findAndThen(parentContactMap, contactVO.getParentId(), contact -> contactVO.setParentName(contact.getName()));
});
}
@PutMapping("/transfer")
@Operation(summary = "联系人转移")
@PreAuthorize("@ss.hasPermission('crm:contact:update')")
public CommonResult<Boolean> transferContact(@Valid @RequestBody CrmContactTransferReqVO reqVO) {
contactService.transferContact(reqVO, getLoginUserId());
return success(true);
}
// ================== 关联/取关商机 ===================
@PostMapping("/create-business-list")
@Operation(summary = "创建联系人与商机的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:create-business')")
public CommonResult<Boolean> createContactBusinessList(@Valid @RequestBody CrmContactBusinessReqVO createReqVO) {
contactBusinessLinkService.createContactBusinessList(createReqVO);
return success(true);
}
@PostMapping("/create-business-list2")
@Operation(summary = "创建联系人与商机的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:create-business')")
public CommonResult<Boolean> createContactBusinessList2(@Valid @RequestBody CrmContactBusiness2ReqVO createReqVO) {
contactBusinessLinkService.createContactBusinessList2(createReqVO);
return success(true);
}
@DeleteMapping("/delete-business-list")
@Operation(summary = "删除联系人与联系人的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:delete-business')")
public CommonResult<Boolean> deleteContactBusinessList(@Valid @RequestBody CrmContactBusinessReqVO deleteReqVO) {
contactBusinessLinkService.deleteContactBusinessList(deleteReqVO);
return success(true);
}
@DeleteMapping("/delete-business-list2")
@Operation(summary = "删除联系人与联系人的关联")
@PreAuthorize("@ss.hasPermission('crm:contact:delete-business')")
public CommonResult<Boolean> deleteContactBusinessList(@Valid @RequestBody CrmContactBusiness2ReqVO deleteReqVO) {
contactBusinessLinkService.deleteContactBusinessList2(deleteReqVO);
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import java.util.List;
@Schema(description = "管理后台 - CRM 联系人商机 Request VO") // 【商机关联联系人】用于关联,取消关联的操作
@Data
public class CrmContactBusiness2ReqVO {
@Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "7638")
@NotNull(message="商机不能为空")
private Long businessId;
@Schema(description = "联系人编号数组", requiredMode = Schema.RequiredMode.REQUIRED, example = "20878")
@NotEmpty(message="联系人数组不能为空")
private List<Long> contactIds;
}

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

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.EqualsAndHashCode;
import lombok.ToString;
@Schema(description = "管理后台 - CRM 联系人分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmContactPageReqVO extends PageParam {
@Schema(description = "姓名", example = "芋艿")
private String name;
@Schema(description = "客户编号", example = "10795")
private Long customerId;
@Schema(description = "手机号", example = "13898273941")
private String mobile;
@Schema(description = "电话", example = "021-383773")
private String telephone;
@Schema(description = "电子邮箱", example = "111@22.com")
private String email;
@Schema(description = "QQ", example = "3882872")
private Long qq;
@Schema(description = "微信", example = "zzZ98373")
private String wechat;
@Schema(description = "场景类型", example = "1")
@InEnum(CrmSceneTypeEnum.class)
private Integer sceneType; // 场景类型,为 null 时则表示全部
@Schema(description = "商机编号", example = "10430")
private Long businessId;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.infra.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import lombok.ToString;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 联系人 Response VO")
@Data
@ToString(callSuper = true)
@ExcelIgnoreUnannotated
public class CrmContactRespVO {
@Schema(description = "主键", requiredMode = Schema.RequiredMode.REQUIRED, example = "3167")
private Long id;
@Schema(description = "联系人姓名", example = "芋艿")
@ExcelProperty(value = "联系人姓名", order = 1)
private String name;
@Schema(description = "客户编号", example = "10795")
private Long customerId;
@ExcelProperty(value = "客户名称", order = 2)
@Schema(description = "客户名字", example = "test")
private String customerName;
@Schema(description = "最后跟进时间")
@ExcelProperty(value = "最后跟进时间", order = 6)
private LocalDateTime contactLastTime;
@Schema(description = "最后跟进内容")
@ExcelProperty(value = "最后跟进内容", order = 6)
private String contactLastContent;
@Schema(description = "下次联系时间")
@ExcelProperty(value = "下次联系时间", order = 6)
private LocalDateTime contactNextTime;
@Schema(description = "负责人编号")
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 = "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 = "电子邮箱", example = "1111@22.com")
@ExcelProperty(value = "邮箱", order = 4)
private String email;
@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 = "地区编号", example = "20158")
private Integer areaId;
@Schema(description = "地区名", example = "上海上海市浦东新区")
@ExcelProperty(value = "地区", order = 5)
private String areaName;
@Schema(description = "地址")
@ExcelProperty(value = "地址", order = 5)
private String detailAddress;
@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 = "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 = "职位")
@ExcelProperty(value = "职位", order = 3)
private String post;
@Schema(description = "直属上级", example = "23457")
private Long parentId;
@Schema(description = "直属上级名", example = "芋头")
@ExcelProperty(value = "直属上级", order = 4)
private String parentName;
@Schema(description = "备注", example = "你说的对")
@ExcelProperty(value = "备注", order = 6)
private String remark;
@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;
@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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.*;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.Email;
import javax.validation.constraints.NotNull;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY;
@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")
@NotNull(message = "客户编号不能为空")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
private Long customerId;
@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 = "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 = "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 = "性别")
@DiffLogField(name = "性别", function = SysSexParseFunction.NAME)
private Integer sex;
@Schema(description = "是否关键决策人")
@DiffLogField(name = "关键决策人", function = SysBooleanParseFunction.NAME)
private Boolean master;
@Schema(description = "职位")
@DiffLogField(name = "职位")
private String post;
@Schema(description = "直属上级", example = "23457")
@DiffLogField(name = "直属上级", function = CrmContactParseFunction.NAME)
private Long parentId;
@Schema(description = "备注", example = "你说的对")
@DiffLogField(name = "备注")
private String remark;
@Schema(description = "关联商机 ID", example = "122233")
private Long businessId; // 注意:该字段用于在【商机】详情界面「新建联系人」时,自动进行关联
}

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package cn.iocoder.yudao.module.crm.controller.admin.contact.vo;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 联系人转移 Request VO")
@Data
public class CrmContactTransferReqVO {
@Schema(description = "联系人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "联系人编号不能为空")
private Long id;
/**
* 新负责人的用户编号
*/
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")
private Long newOwnerUserId;
/**
* 老负责人加入团队后的权限级别。如果 null 说明移除
*
* 关联 {@link CrmPermissionLevelEnum}
*/
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer oldOwnerPermissionLevel;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config.CrmContractConfigRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config.CrmContractConfigSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractConfigDO;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractConfigService;
import io.swagger.v3.oas.annotations.Operation;
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 javax.annotation.Resource;
import javax.validation.Valid;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 合同配置")
@RestController
@RequestMapping("/crm/contract-config")
@Validated
public class CrmContractConfigController {
@Resource
private CrmContractConfigService contractConfigService;
@GetMapping("/get")
@Operation(summary = "获取合同配置")
@PreAuthorize("@ss.hasPermission('crm:contract-config:query')")
public CommonResult<CrmContractConfigRespVO> getCustomerPoolConfig() {
CrmContractConfigDO config = contractConfigService.getContractConfig();
return success(BeanUtils.toBean(config, CrmContractConfigRespVO.class));
}
@PutMapping("/save")
@Operation(summary = "更新合同配置")
@PreAuthorize("@ss.hasPermission('crm:contract-config:update')")
public CommonResult<Boolean> saveCustomerPoolConfig(@Valid @RequestBody CrmContractConfigSaveReqVO updateReqVO) {
contractConfigService.saveContractConfig(updateReqVO);
return success(true);
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.contract.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractTransferReqVO;
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.crm.service.receivable.CrmReceivableService;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.math.BigDecimal;
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.common.util.collection.MapUtils.findAndThen;
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 CrmReceivableService receivableService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建合同")
@PreAuthorize("@ss.hasPermission('crm:contract:create')")
public CommonResult<Long> createContract(@Valid @RequestBody CrmContractSaveReqVO createReqVO) {
return success(contractService.createContract(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新合同")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> updateContract(@Valid @RequestBody CrmContractSaveReqVO updateReqVO) {
contractService.updateContract(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除合同")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contract:delete')")
public CommonResult<Boolean> deleteContract(@RequestParam("id") Long id) {
contractService.deleteContract(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得合同")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<CrmContractRespVO> getContract(@RequestParam("id") Long id) {
CrmContractDO contract = contractService.getContract(id);
return success(buildContractDetail(contract));
}
private CrmContractRespVO buildContractDetail(CrmContractDO contract) {
if (contract == null) {
return null;
}
CrmContractRespVO contractVO = buildContractDetailList(singletonList(contract)).get(0);
// 拼接产品项
List<CrmContractProductDO> businessProducts = contractService.getContractProductListByContractId(contractVO.getId());
Map<Long, CrmProductDO> productMap = productService.getProductMap(
convertSet(businessProducts, CrmContractProductDO::getProductId));
contractVO.setProducts(BeanUtils.toBean(businessProducts, CrmContractRespVO.Product.class, businessProductVO ->
MapUtils.findAndThen(productMap, businessProductVO.getProductId(),
product -> businessProductVO.setProductName(product.getName())
.setProductNo(product.getNo()).setProductUnit(product.getUnit()))));
return contractVO;
}
@GetMapping("/page")
@Operation(summary = "获得合同分页")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<PageResult<CrmContractRespVO>> getContractPage(@Valid CrmContractPageReqVO pageVO) {
PageResult<CrmContractDO> pageResult = contractService.getContractPage(pageVO, getLoginUserId());
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得合同分页,基于指定客户")
public CommonResult<PageResult<CrmContractRespVO>> getContractPageByCustomer(@Valid CrmContractPageReqVO pageVO) {
Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomerId(pageVO);
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/page-by-business")
@Operation(summary = "获得合同分页,基于指定商机")
public CommonResult<PageResult<CrmContractRespVO>> getContractPageByBusiness(@Valid CrmContractPageReqVO pageVO) {
Assert.notNull(pageVO.getBusinessId(), "商机编号不能为空");
PageResult<CrmContractDO> pageResult = contractService.getContractPageByBusinessId(pageVO);
return success(BeanUtils.toBean(pageResult, CrmContractRespVO.class).setList(buildContractDetailList(pageResult.getList())));
}
@GetMapping("/export-excel")
@Operation(summary = "导出合同 Excel")
@PreAuthorize("@ss.hasPermission('crm:contract:export')")
@OperateLog(type = EXPORT)
public void exportContractExcel(@Valid CrmContractPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
PageResult<CrmContractDO> pageResult = contractService.getContractPage(exportReqVO, getLoginUserId());
// 导出 Excel
ExcelUtils.write(response, "合同.xls", "数据", CrmContractRespVO.class,
BeanUtils.toBean(pageResult.getList(), CrmContractRespVO.class));
}
@PutMapping("/transfer")
@Operation(summary = "合同转移")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> transferContract(@Valid @RequestBody CrmContractTransferReqVO reqVO) {
contractService.transferContract(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/submit")
@Operation(summary = "提交合同审批")
@PreAuthorize("@ss.hasPermission('crm:contract:update')")
public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
contractService.submitContract(id, getLoginUserId());
return success(true);
}
private List<CrmContractRespVO> buildContractDetailList(List<CrmContractDO> contractList) {
if (CollUtil.isEmpty(contractList)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(contractList, CrmContractDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(contractList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 获取联系人
Map<Long, CrmContactDO> contactMap = convertMap(contactService.getContactList(convertSet(contractList,
CrmContractDO::getSignContactId)), CrmContactDO::getId);
// 1.4 获取商机
Map<Long, CrmBusinessDO> businessMap = businessService.getBusinessMap(
convertSet(contractList, CrmContractDO::getBusinessId));
// 1.5 获得已回款金额
Map<Long, BigDecimal> receivablePriceMap = receivableService.getReceivablePriceMapByContractId(
convertSet(contractList, CrmContractDO::getId));
// 2. 拼接数据
return BeanUtils.toBean(contractList, CrmContractRespVO.class, contractVO -> {
// 2.1 设置客户信息
findAndThen(customerMap, contractVO.getCustomerId(), customer -> contractVO.setCustomerName(customer.getName()));
// 2.2 设置用户信息
findAndThen(userMap, Long.parseLong(contractVO.getCreator()), user -> contractVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, contractVO.getOwnerUserId(), user -> {
contractVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> contractVO.setOwnerUserDeptName(dept.getName()));
});
findAndThen(userMap, contractVO.getSignUserId(), user -> contractVO.setSignUserName(user.getNickname()));
// 2.3 设置联系人信息
findAndThen(contactMap, contractVO.getSignContactId(), contact -> contractVO.setSignContactName(contact.getName()));
// 2.4 设置商机信息
findAndThen(businessMap, contractVO.getBusinessId(), business -> contractVO.setBusinessName(business.getName()));
// 2.5 设置已回款金额
contractVO.setTotalReceivablePrice(receivablePriceMap.getOrDefault(contractVO.getId(), BigDecimal.ZERO));
});
}
@GetMapping("/audit-count")
@Operation(summary = "获得待审核合同数量")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<Long> getAuditContractCount() {
return success(contractService.getAuditContractCount(getLoginUserId()));
}
@GetMapping("/remind-count")
@Operation(summary = "获得即将到期(提醒)的合同数量")
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<Long> getRemindContractCount() {
return success(contractService.getRemindContractCount(getLoginUserId()));
}
@GetMapping("/simple-list")
@Operation(summary = "获得合同精简列表", description = "只包含的合同,主要用于前端的下拉选项")
@Parameter(name = "customerId", description = "客户编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:contract:query')")
public CommonResult<List<CrmContractRespVO>> getContractSimpleList(@RequestParam("customerId") Long customerId) {
CrmContractPageReqVO pageReqVO = new CrmContractPageReqVO().setCustomerId(customerId);
pageReqVO.setPageSize(PageParam.PAGE_SIZE_NONE); // 不分页
PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomerId(pageReqVO);
if (CollUtil.isEmpty(pageResult.getList())) {
return success(Collections.emptyList());
}
// 拼接数据
Map<Long, BigDecimal> receivablePriceMap = receivableService.getReceivablePriceMapByContractId(
convertSet(pageResult.getList(), CrmContractDO::getId));
return success(convertList(pageResult.getList(), contract -> new CrmContractRespVO() // 只返回 id、name 等精简字段
.setId(contract.getId()).setName(contract.getName()).setAuditStatus(contract.getAuditStatus())
.setTotalPrice(contract.getTotalPrice())
.setTotalReceivablePrice(receivablePriceMap.getOrDefault(contract.getId(), BigDecimal.ZERO))));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM 合同配置 Response VO")
@Data
public class CrmContractConfigRespVO {
@Schema(description = "是否开启提前提醒", example = "true")
private Boolean notifyEnabled;
@Schema(description = "提前提醒天数", example = "2")
private Integer notifyDays;
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.config;
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 lombok.Data;
import javax.validation.constraints.AssertTrue;
import java.util.Objects;
@Schema(description = "管理后台 - CRM 合同配置 Request VO")
@Data
public class CrmContractConfigSaveReqVO {
@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 = "提前提醒天数不能为空")
@JsonIgnore
public boolean isNotifyDaysValid() {
if (!BooleanUtil.isTrue(getNotifyEnabled())) {
return true;
}
return Objects.nonNull(getNotifyDays());
}
}

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

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
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 java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.List;
@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 = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20230101")
@ExcelProperty("合同编号")
private String no;
@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 = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@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 = "工作流编号", example = "1043")
@ExcelProperty("工作流编号")
private String processInstanceId;
@Schema(description = "审批状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
@ExcelProperty("审批状态")
private Integer auditStatus;
@Schema(description = "下单日期", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("下单日期")
private LocalDateTime orderDate;
@Schema(description = "开始时间")
@ExcelProperty("开始时间")
private LocalDateTime startTime;
@Schema(description = "结束时间")
@ExcelProperty("结束时间")
private LocalDateTime endTime;
@Schema(description = "产品总金额", example = "19510")
@ExcelProperty("产品总金额")
private BigDecimal totalProductPrice;
@Schema(description = "整单折扣")
@ExcelProperty("整单折扣")
private BigDecimal discountPercent;
@Schema(description = "合同金额", example = "5617")
@ExcelProperty("合同金额")
private BigDecimal totalPrice;
@Schema(description = "已回款金额", example = "5617")
@ExcelProperty("已回款金额")
private BigDecimal totalReceivablePrice;
@Schema(description = "客户签约人编号", example = "18546")
private Long signContactId;
@Schema(description = "客户签约人", example = "小豆")
@ExcelProperty("客户签约人")
private String signContactName;
@Schema(description = "公司签约人", example = "14036")
private Long signUserId;
@Schema(description = "公司签约人", example = "小明")
@ExcelProperty("公司签约人")
private String signUserName;
@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")
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")
private LocalDateTime updateTime;
@Schema(description = "产品列表")
private List<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "888")
private Long id;
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private Long productId;
@Schema(description = "产品名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private String productName;
@Schema(description = "产品条码", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
private String productNo;
@Schema(description = "产品单位", requiredMode = Schema.RequiredMode.REQUIRED, example = "李四")
private Integer productUnit;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal productPrice;
@Schema(description = "合同价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal contractPrice;
@Schema(description = "产品数量", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
private BigDecimal count;
@Schema(description = "总计价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
private BigDecimal totalPrice;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
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 lombok.AllArgsConstructor;
import lombok.Data;
import lombok.NoArgsConstructor;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.NotNull;
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 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 = "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;
@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 = "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 = "整单折扣", requiredMode = Schema.RequiredMode.REQUIRED, example = "55.00")
@DiffLogField(name = "整单折扣")
@NotNull(message = "整单折扣不能为空")
private BigDecimal discountPercent;
@Schema(description = "合同金额", example = "5617")
@DiffLogField(name = "合同金额")
private BigDecimal totalPrice;
@Schema(description = "客户签约人编号", example = "18546")
@DiffLogField(name = "客户签约人", function = CrmContactParseFunction.NAME)
private Long signContactId;
@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<Product> products;
@Schema(description = "产品列表")
@Data
@NoArgsConstructor
@AllArgsConstructor
public static class Product {
@Schema(description = "产品编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "20529")
@NotNull(message = "产品编号不能为空")
private Long productId;
@Schema(description = "产品单价", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "产品单价不能为空")
private BigDecimal productPrice;
@Schema(description = "合同价格", requiredMode = Schema.RequiredMode.REQUIRED, example = "123.00")
@NotNull(message = "合同价格不能为空")
private BigDecimal contractPrice;
@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;
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 合同转移 Request VO")
@Data
public class CrmContractTransferReqVO {
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "联系人编号不能为空")
private Long id;
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")
private Long newOwnerUserId;
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(value = CrmPermissionLevelEnum.class)
private Integer oldOwnerPermissionLevel;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.map.MapUtil;
import cn.iocoder.yudao.framework.common.core.KeyValue;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
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.enums.ExcelColumn;
import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
import cn.iocoder.yudao.framework.ip.core.Area;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer.*;
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.dict.DictDataApi;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.Arrays;
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.*;
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.DictTypeConstants.*;
import static java.util.Collections.singletonList;
@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;
@Resource
private DictDataApi dictDataApi;
@PostMapping("/create")
@Operation(summary = "创建客户")
@PreAuthorize("@ss.hasPermission('crm:customer:create')")
public CommonResult<Long> createCustomer(@Valid @RequestBody CrmCustomerSaveReqVO createReqVO) {
return success(customerService.createCustomer(createReqVO, getLoginUserId()));
}
@PutMapping("/update")
@Operation(summary = "更新客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> updateCustomer(@Valid @RequestBody CrmCustomerSaveReqVO updateReqVO) {
customerService.updateCustomer(updateReqVO);
return success(true);
}
@PutMapping("/update-deal-status")
@Operation(summary = "更新客户的成交状态")
@Parameters({
@Parameter(name = "id", description = "客户编号", required = true),
@Parameter(name = "dealStatus", description = "成交状态", required = true)
})
public CommonResult<Boolean> updateCustomerDealStatus(@RequestParam("id") Long id,
@RequestParam("dealStatus") Boolean dealStatus) {
customerService.updateCustomerDealStatus(id, dealStatus);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除客户")
@Parameter(name = "id", description = "客户编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:customer:delete')")
public CommonResult<Boolean> deleteCustomer(@RequestParam("id") Long id) {
customerService.deleteCustomer(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得客户")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<CrmCustomerRespVO> getCustomer(@RequestParam("id") Long id) {
// 1. 获取客户
CrmCustomerDO customer = customerService.getCustomer(id);
// 2. 拼接数据
return success(buildCustomerDetail(customer));
}
public CrmCustomerRespVO buildCustomerDetail(CrmCustomerDO customer) {
if (customer == null) {
return null;
}
return buildCustomerDetailList(singletonList(customer)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得客户分页")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
// 1. 查询客户分页
PageResult<CrmCustomerDO> pageResult = customerService.getCustomerPage(pageVO, getLoginUserId());
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 2. 拼接数据
return success(new PageResult<>(buildCustomerDetailList(pageResult.getList()), pageResult.getTotal()));
}
public List<CrmCustomerRespVO> buildCustomerDetailList(List<CrmCustomerDO> list) {
if (CollUtil.isEmpty(list)) {
return java.util.Collections.emptyList();
}
// 1.1 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(list,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.2 获取距离进入公海的时间
Map<Long, Long> poolDayMap = getPoolDayMap(list);
// 2. 转换成 VO
return BeanUtils.toBean(list, CrmCustomerRespVO.class, customerVO -> {
customerVO.setAreaName(AreaUtils.format(customerVO.getAreaId()));
// 2.1 设置创建人、负责人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(customerVO.getCreator()),
user -> customerVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, customerVO.getOwnerUserId(), user -> {
customerVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> customerVO.setOwnerUserDeptName(dept.getName()));
});
// 2.2 设置距离进入公海的时间
if (customerVO.getOwnerUserId() != null) {
customerVO.setPoolDay(poolDayMap.get(customerVO.getId()));
}
});
}
@GetMapping("/put-pool-remind-page")
@Operation(summary = "获得待进入公海客户分页")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getPutPoolRemindCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
// 1. 查询客户分页
PageResult<CrmCustomerDO> pageResult = customerService.getPutPoolRemindCustomerPage(pageVO, getLoginUserId());
// 2. 拼接数据
return success(new PageResult<>(buildCustomerDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/put-pool-remind-count")
@Operation(summary = "获得待进入公海客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getPutPoolRemindCustomerCount() {
return success(customerService.getPutPoolRemindCustomerCount(getLoginUserId()));
}
@GetMapping("/today-contact-count")
@Operation(summary = "获得今日需联系客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getTodayContactCustomerCount() {
return success(customerService.getTodayContactCustomerCount(getLoginUserId()));
}
@GetMapping("/follow-count")
@Operation(summary = "获得分配给我、待跟进的线索数量的客户数量")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<Long> getFollowCustomerCount() {
return success(customerService.getFollowCustomerCount(getLoginUserId()));
}
/**
* 获取距离进入公海的时间 Map
*
* @param list 客户列表
* @return key 客户编号, value 距离进入公海的时间
*/
private Map<Long, Long> getPoolDayMap(List<CrmCustomerDO> list) {
CrmCustomerPoolConfigDO poolConfig = customerPoolConfigService.getCustomerPoolConfig();
if (poolConfig == null || !poolConfig.getEnabled()) {
return MapUtil.empty();
}
list = CollectionUtils.filterList(list, customer -> {
// 特殊:如果没负责人,则说明已经在公海,不用计算
if (customer.getOwnerUserId() == null) {
return false;
}
// 已成交 or 已锁定,不进入公海
return !customer.getDealStatus() && !customer.getLockStatus();
});
return convertMap(list, CrmCustomerDO::getId, customer -> {
// 1.1 未成交放入公海天数
long dealExpireDay = poolConfig.getDealExpireDays() - LocalDateTimeUtils.between(customer.getOwnerTime());
// 1.2 未跟进放入公海天数
LocalDateTime lastTime = customer.getOwnerTime();
if (customer.getContactLastTime() != null && customer.getContactLastTime().isAfter(lastTime)) {
lastTime = customer.getContactLastTime();
}
long contactExpireDay = poolConfig.getContactExpireDays() - LocalDateTimeUtils.between(lastTime);
// 2. 返回最小的天数
long poolDay = Math.min(dealExpireDay, contactExpireDay);
return poolDay > 0 ? poolDay : 0;
});
}
@GetMapping(value = "/simple-list")
@Operation(summary = "获取客户精简信息列表", description = "只包含有读权限的客户,主要用于前端的下拉选项")
public CommonResult<List<CrmCustomerRespVO>> getCustomerSimpleList() {
CrmCustomerPageReqVO reqVO = new CrmCustomerPageReqVO();
reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
List<CrmCustomerDO> list = customerService.getCustomerPage(reqVO, getLoginUserId()).getList();
return success(convertList(list, customer -> // 只返回 id、name 精简字段
new CrmCustomerRespVO().setId(customer.getId()).setName(customer.getName())));
}
@GetMapping("/export-excel")
@Operation(summary = "导出客户 Excel")
@PreAuthorize("@ss.hasPermission('crm:customer:export')")
@OperateLog(type = EXPORT)
public void exportCustomerExcel(@Valid CrmCustomerPageReqVO pageVO,
HttpServletResponse response) throws IOException {
pageVO.setPageSize(PAGE_SIZE_NONE); // 不分页
List<CrmCustomerDO> list = customerService.getCustomerPage(pageVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "客户.xls", "数据", CrmCustomerRespVO.class,
buildCustomerDetailList(list));
}
@GetMapping("/get-import-template")
@Operation(summary = "获得导入客户模板")
public void importTemplate(HttpServletResponse response) throws IOException {
// 手动创建导出 demo
List<CrmCustomerImportExcelVO> list = Arrays.asList(
CrmCustomerImportExcelVO.builder().name("芋道").industryId(1).level(1).source(1)
.mobile("15601691300").telephone("").qq("").wechat("").email("yunai@iocoder.cn")
.areaId(null).detailAddress("").remark("").build(),
CrmCustomerImportExcelVO.builder().name("源码").industryId(1).level(1).source(1)
.mobile("15601691300").telephone("").qq("").wechat("").email("yunai@iocoder.cn")
.areaId(null).detailAddress("").remark("").build()
);
// 输出
ExcelUtils.write(response, "客户导入模板.xls", "客户列表", CrmCustomerImportExcelVO.class, list, builderSelectMap());
}
private List<KeyValue<ExcelColumn, List<String>>> builderSelectMap() {
List<KeyValue<ExcelColumn, List<String>>> selectMap = new ArrayList<>();
// 获取地区下拉数据
// TODO @puhui999嘿嘿这里改成省份、城市、区域三个选项难度大么
Area area = AreaUtils.getArea(Area.ID_CHINA);
selectMap.add(new KeyValue<>(ExcelColumn.G, AreaUtils.getAreaNodePathList(area.getChildren())));
// 获取客户所属行业
List<String> customerIndustries = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_INDUSTRY);
selectMap.add(new KeyValue<>(ExcelColumn.I, customerIndustries));
// 获取客户等级
List<String> customerLevels = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_LEVEL);
selectMap.add(new KeyValue<>(ExcelColumn.J, customerLevels));
// 获取客户来源
List<String> customerSources = dictDataApi.getDictDataLabelList(CRM_CUSTOMER_SOURCE);
selectMap.add(new KeyValue<>(ExcelColumn.K, customerSources));
return selectMap;
}
@PostMapping("/import")
@Operation(summary = "导入客户")
@PreAuthorize("@ss.hasPermission('system:customer:import')")
public CommonResult<CrmCustomerImportRespVO> importExcel(@Valid @RequestBody CrmCustomerImportReqVO importReqVO)
throws Exception {
List<CrmCustomerImportExcelVO> list = ExcelUtils.read(importReqVO.getFile(), CrmCustomerImportExcelVO.class);
return success(customerService.importCustomerList(list, importReqVO));
}
@PutMapping("/transfer")
@Operation(summary = "转移客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> transferCustomer(@Valid @RequestBody CrmCustomerTransferReqVO reqVO) {
customerService.transferCustomer(reqVO, getLoginUserId());
return success(true);
}
@PutMapping("/lock")
@Operation(summary = "锁定/解锁客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> lockCustomer(@Valid @RequestBody CrmCustomerLockReqVO lockReqVO) {
customerService.lockCustomer(lockReqVO, getLoginUserId());
return success(true);
}
// ==================== 公海相关操作 ====================
@PutMapping("/put-pool")
@Operation(summary = "数据放入公海")
@Parameter(name = "id", description = "客户编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")
public CommonResult<Boolean> putCustomerPool(@RequestParam("id") Long id) {
customerService.putCustomerPool(id);
return success(true);
}
@PutMapping("/receive")
@Operation(summary = "领取公海客户")
@Parameter(name = "ids", description = "编号数组", required = true, example = "1,2,3")
@PreAuthorize("@ss.hasPermission('crm:customer:receive')")
public CommonResult<Boolean> receiveCustomer(@RequestParam(value = "ids") List<Long> ids) {
customerService.receiveCustomer(ids, getLoginUserId(), Boolean.TRUE);
return success(true);
}
@PutMapping("/distribute")
@Operation(summary = "分配公海给对应负责人")
@PreAuthorize("@ss.hasPermission('crm:customer:distribute')")
public CommonResult<Boolean> distributeCustomer(@Valid @RequestBody CrmCustomerDistributeReqVO distributeReqVO) {
customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId(), Boolean.FALSE);
return success(true);
}
}

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

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

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

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.AreaConvert;
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;
@ExcelProperty("手机")
private String mobile;
@ExcelProperty("电话")
private String telephone;
@ExcelProperty("QQ")
private String qq;
@ExcelProperty("微信")
private String wechat;
@ExcelProperty("邮箱")
private String email;
@ExcelProperty(value = "地区", converter = AreaConvert.class)
private Integer areaId;
@ExcelProperty("详细地址")
private String detailAddress;
@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("备注")
private String remark;
}

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

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

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
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 {
/**
* 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 = "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
@Schema(description = "联系状态", example = "1")
private Integer contactStatus; // backlog 查询条件
@Schema(description = "跟进状态", example = "true")
private Boolean followUpStatus;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
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 java.time.LocalDateTime;
@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 = "最后跟进时间")
@ExcelProperty("最后跟进时间")
private LocalDateTime contactLastTime;
@Schema(description = "最后跟进内容", example = "吃饭、睡觉、打逗逗")
@ExcelProperty("最后跟进内容")
private String contactLastContent;
@Schema(description = "下次联系时间")
@ExcelProperty("下次联系时间")
private LocalDateTime contactNextTime;
@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 = "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 = "手机", example = "25682")
@ExcelProperty("手机")
private String mobile;
@Schema(description = "电话", example = "25682")
@ExcelProperty("电话")
private String telephone;
@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 = "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 = "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("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 = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
@ExcelProperty("更新时间")
private LocalDateTime updateTime;
@Schema(description = "创建人", example = "1024")
@ExcelProperty("创建人")
private String creator;
@Schema(description = "创建人名字", example = "芋道源码")
@ExcelProperty("创建人名字")
private String creatorName;
@Schema(description = "距离加入公海时间", example = "1")
private Long poolDay;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
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 lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import javax.validation.constraints.Email;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.NotNull;
import javax.validation.constraints.Size;
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 = "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")
@NotNull(message = "负责人的用户编号不能为空")
private Long ownerUserId;
@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 = "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 = "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 = "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 = "备注", example = "随便")
@DiffLogField(name = "备注")
private String remark;
}

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package cn.iocoder.yudao.module.crm.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
@Schema(description = "管理后台 - CRM 客户转移 Request VO")
@Data
public class CrmCustomerTransferReqVO {
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "客户编号不能为空")
private Long id;
/**
* 新负责人的用户编号
*/
@Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
@NotNull(message = "新负责人的用户编号不能为空")
private Long newOwnerUserId;
/**
* 老负责人加入团队后的权限级别。如果 null 说明移除
*
* 关联 {@link CrmPermissionLevelEnum}
*/
@Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer oldOwnerPermissionLevel;
}

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

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

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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 lombok.Data;
import javax.validation.constraints.NotNull;
import java.util.List;
@Schema(description = "管理后台 - 客户限制配置创建/更新 Request VO")
@Data
public class CrmCustomerLimitConfigSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "27930")
private Long id;
@Schema(description = "规则类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "规则类型不能为空")
@DiffLogField(name = "规则类型")
private Integer type;
@Schema(description = "规则适用人群")
@DiffLogField(name = "规则适用人群", function = SysAdminUserParseFunction.NAME)
private List<Long> userIds;
@Schema(description = "规则适用部门")
@DiffLogField(name = "规则适用部门", function = SysDeptParseFunction.NAME)
private List<Long> deptIds;
@Schema(description = "数量上限", requiredMode = Schema.RequiredMode.REQUIRED, example = "28384")
@NotNull(message = "数量上限不能为空")
@DiffLogField(name = "数量上限")
private Integer maxCount;
@Schema(description = "成交客户是否占有拥有客户数(当 type = 1 时)")
@DiffLogField(name = "成交客户是否占有拥有客户数")
private Boolean dealCountEnabled;
}

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

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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 lombok.Data;
import javax.validation.constraints.AssertTrue;
import javax.validation.constraints.NotNull;
import java.util.Objects;
@Schema(description = "管理后台 - CRM 客户公海配置的创建/更新 Request VO")
@Data
public class CrmCustomerPoolConfigSaveReqVO {
@Schema(description = "是否启用客户公海", requiredMode = Schema.RequiredMode.REQUIRED, example = "true")
@DiffLogField(name = "是否启用客户公海")
@NotNull(message = "是否启用客户公海不能为空")
private Boolean enabled;
@Schema(description = "未跟进放入公海天数", example = "2")
@DiffLogField(name = "未跟进放入公海天数")
private Integer contactExpireDays;
@Schema(description = "未成交放入公海天数", example = "2")
@DiffLogField(name = "未成交放入公海天数")
private Integer dealExpireDays;
@Schema(description = "是否开启提前提醒", example = "true")
@DiffLogField(name = "是否开启提前提醒")
private Boolean notifyEnabled;
@Schema(description = "提前提醒天数", example = "2")
@DiffLogField(name = "提前提醒天数")
private Integer notifyDays;
@AssertTrue(message = "未成交放入公海天数不能为空")
@JsonIgnore
public boolean isDealExpireDaysValid() {
if (!BooleanUtil.isTrue(getEnabled())) {
return true;
}
return Objects.nonNull(getDealExpireDays());
}
@AssertTrue(message = "未跟进放入公海天数不能为空")
@JsonIgnore
public boolean isContactExpireDaysValid() {
if (!BooleanUtil.isTrue(getEnabled())) {
return true;
}
return Objects.nonNull(getContactExpireDays());
}
@AssertTrue(message = "提前提醒天数不能为空")
@JsonIgnore
public boolean isNotifyDaysValid() {
if (!BooleanUtil.isTrue(getNotifyEnabled())) {
return true;
}
return Objects.nonNull(getNotifyDays());
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.followup;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
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 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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
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.convertSet;
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;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建跟进记录")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:create')")
public CommonResult<Long> createFollowUpRecord(@Valid @RequestBody CrmFollowUpRecordSaveReqVO createReqVO) {
return success(followUpRecordService.createFollowUpRecord(createReqVO));
}
@DeleteMapping("/delete")
@Operation(summary = "删除跟进记录")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:delete')")
public CommonResult<Boolean> deleteFollowUpRecord(@RequestParam("id") Long id) {
followUpRecordService.deleteFollowUpRecord(id, getLoginUserId());
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得跟进记录")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
public CommonResult<CrmFollowUpRecordRespVO> getFollowUpRecord(@RequestParam("id") Long id) {
CrmFollowUpRecordDO followUpRecord = followUpRecordService.getFollowUpRecord(id);
return success(BeanUtils.toBean(followUpRecord, CrmFollowUpRecordRespVO.class));
}
@GetMapping("/page")
@Operation(summary = "获得跟进记录分页")
@PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
public CommonResult<PageResult<CrmFollowUpRecordRespVO>> getFollowUpRecordPage(@Valid CrmFollowUpRecordPageReqVO pageReqVO) {
PageResult<CrmFollowUpRecordDO> pageResult = followUpRecordService.getFollowUpRecordPage(pageReqVO);
// 1.1 查询联系人和商机
Map<Long, CrmContactDO> contactMap = contactService.getContactMap(
convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream()));
Map<Long, CrmBusinessDO> businessMap = businessService.getBusinessMap(
convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream()));
// 1.2 查询用户
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSet(pageResult.getList(), item -> Long.valueOf(item.getCreator())));
// 2. 拼接数据
PageResult<CrmFollowUpRecordRespVO> voPageResult = BeanUtils.toBean(pageResult, CrmFollowUpRecordRespVO.class, record -> {
// 2.1 设置联系人和商机信息
record.setBusinesses(new ArrayList<>()).setContacts(new ArrayList<>());
record.getContactIds().forEach(id -> MapUtils.findAndThen(contactMap, id, contact ->
record.getContacts().add(new CrmBusinessRespVO().setId(contact.getId()).setName(contact.getName()))));
record.getBusinessIds().forEach(id -> MapUtils.findAndThen(businessMap, id, business ->
record.getBusinesses().add(new CrmBusinessRespVO().setId(business.getId()).setName(business.getName()))));
// 2.2 设置用户信息
MapUtils.findAndThen(userMap, Long.valueOf(record.getCreator()), user -> record.setCreatorName(user.getNickname()));
});
return success(voPageResult);
}
}

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

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package cn.iocoder.yudao.module.crm.controller.admin.followup.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
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;
import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_FOLLOW_UP_TYPE;
@Schema(description = "管理后台 - 跟进记录 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmFollowUpRecordRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "28800")
private Long id;
@Schema(description = "数据类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer bizType;
@Schema(description = "数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "5564")
private Long bizId;
@Schema(description = "跟进类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DictFormat(CRM_FOLLOW_UP_TYPE)
private Integer type;
@Schema(description = "跟进内容", requiredMode = Schema.RequiredMode.REQUIRED)
private String content;
@Schema(description = "下次联系时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime nextTime;
@Schema(description = "关联的商机编号数组")
private List<Long> businessIds;
@Schema(description = "关联的商机数组")
private List<CrmBusinessRespVO> businesses;
@Schema(description = "关联的联系人编号数组")
private List<Long> contactIds;
@Schema(description = "关联的联系人名称数组")
private List<CrmBusinessRespVO> contacts;
@Schema(description = "图片")
private List<String> picUrls;
@Schema(description = "附件")
private List<String> fileUrls;
@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 = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
}

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

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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.CrmOperateLogRespVO;
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 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 javax.annotation.Resource;
import javax.validation.Valid;
import java.util.HashMap;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
@Tag(name = "管理后台 - CRM 操作日志")
@RestController
@RequestMapping("/crm/operate-log")
@Validated
public class CrmOperateLogController {
@Resource
private OperateLogApi operateLogApi;
/**
* {@link CrmBizTypeEnum} 与 {@link LogRecordConstants} 的映射关系
*/
private static final Map<Integer, String> BIZ_TYPE_MAP = new HashMap<>();
static {
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CLUE.getType(), CRM_CLUE_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CUSTOMER.getType(), CRM_CUSTOMER_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTACT.getType(), CRM_CONTACT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_BUSINESS.getType(), CRM_BUSINESS_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTRACT.getType(), CRM_CONTRACT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_PRODUCT.getType(), CRM_PRODUCT_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE.getType(), CRM_RECEIVABLE_TYPE);
BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), CRM_RECEIVABLE_PLAN_TYPE);
}
@GetMapping("/page")
@Operation(summary = "获得操作日志")
@PreAuthorize("@ss.hasPermission('crm:operate-log:query')")
public CommonResult<PageResult<CrmOperateLogRespVO>> 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), CrmOperateLogRespVO.class));
}
}

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

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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 操作日志 Response VO")
@Data
@ExcelIgnoreUnannotated
public class CrmOperateLogRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long id;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
private Long userId;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋艿")
private String userName;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer userType;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private String type;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "修改客户")
private String subType;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
private Long bizId;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "将什么从什么改为了什么")
private String action;
@Schema(description = "编号", example = "{orderId: 1}")
private String extra;
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-01-01")
private LocalDateTime createTime;
}

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### 请求 /add
POST {{baseUrl}}/crm/permission/create
Content-Type: application/json
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
{
"userId": 1,
"bizType": 2,
"bizId": 2,
"level": 1
}
### 请求 /update
PUT {{baseUrl}}/crm/permission/update
Content-Type: application/json
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
{
"userId": 1,
"bizType": 2,
"bizId": 2,
"level": 1,
"id": 1
}
### 请求 /delete
DELETE {{baseUrl}}/crm/permission/delete?bizType=2&bizId=1&id=1
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}

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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.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
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 com.google.common.collect.Multimaps;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.Collection;
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.common.util.collection.MapUtils.findAndThen;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@Tag(name = "管理后台 - CRM 数据权限")
@RestController
@RequestMapping("/crm/permission")
@Validated
public class CrmPermissionController {
@Resource
private CrmPermissionService permissionService;
@Resource
private AdminUserApi adminUserApi;
@Resource
private DeptApi deptApi;
@Resource
private PostApi postApi;
@PostMapping("/create")
@Operation(summary = "创建数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:create')")
@CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionCreateReqVO reqVO) {
permissionService.createPermission(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
return success(true);
}
@PutMapping("/update")
@Operation(summary = "编辑数据权限")
@PreAuthorize("@ss.hasPermission('crm:permission:update')")
@CrmPermission(bizTypeValue = "#updateReqVO.bizType", bizId = "#updateReqVO.bizId"
, level = CrmPermissionLevelEnum.OWNER)
public CommonResult<Boolean> updatePermission(@Valid @RequestBody CrmPermissionUpdateReqVO updateReqVO) {
permissionService.updatePermission(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除数据权限")
@Parameter(name = "ids", description = "数据权限编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:permission:delete')")
public CommonResult<Boolean> deletePermission(@RequestParam("ids") Collection<Long> ids) {
permissionService.deletePermissionBatch(ids, getLoginUserId());
return success(true);
}
@DeleteMapping("/delete-self")
@Operation(summary = "删除自己的数据权限")
@Parameter(name = "id", description = "数据权限编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:permission:delete')")
public CommonResult<Boolean> deleteSelfPermission(@RequestParam("id") Long id) {
permissionService.deleteSelfPermission(id, getLoginUserId());
return success(true);
}
@GetMapping("/list")
@Operation(summary = "获得数据权限列表")
@Parameters({
@Parameter(name = "bizType", description = "CRM 类型", required = true, example = "2"),
@Parameter(name = "bizId", description = "CRM 类型数据编号", required = true, example = "1024")
})
@PreAuthorize("@ss.hasPermission('crm:permission:query')")
public CommonResult<List<CrmPermissionRespVO>> getPermissionList(@RequestParam("bizType") Integer bizType,
@RequestParam("bizId") Long bizId) {
List<CrmPermissionDO> permissions = permissionService.getPermissionListByBiz(bizType, bizId);
if (CollUtil.isEmpty(permissions)) {
return success(Collections.emptyList());
}
// 查询相关数据
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSet(permissions, CrmPermissionDO::getUserId));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
Map<Long, PostRespDTO> postMap = postApi.getPostMap(
convertSetByFlatMap(userMap.values(), AdminUserRespDTO::getPostIds,
item -> item != null ? item.stream() : Stream.empty()));
// 拼接数据
return success(CollectionUtils.convertList(BeanUtils.toBean(permissions, CrmPermissionRespVO.class), item -> {
findAndThen(userMap, item.getUserId(), user -> {
item.setNickname(user.getNickname());
findAndThen(deptMap, user.getDeptId(), deptRespDTO -> item.setDeptName(deptRespDTO.getName()));
if (CollUtil.isEmpty(user.getPostIds())) {
item.setPostNames(Collections.emptySet());
return;
}
List<PostRespDTO> postList = MapUtils.getList(Multimaps.forMap(postMap), user.getPostIds());
item.setPostNames(CollectionUtils.convertSet(postList, PostRespDTO::getName));
});
return item;
}));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.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;
}

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

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

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package cn.iocoder.yudao.module.crm.controller.admin.permission.vo;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
import java.util.List;
@Schema(description = "管理后台 - CRM 数据权限更新 Request VO")
@Data
public class CrmPermissionUpdateReqVO {
@Schema(description = "数据权限编号列表", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1,2]")
@NotNull(message = "数据权限编号列表不能为空")
private List<Long> ids;
@Schema(description = "Crm 类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmBizTypeEnum.class)
@NotNull(message = "Crm 类型不能为空")
private Integer bizType;
@Schema(description = "Crm 类型数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@NotNull(message = "Crm 类型数据编号不能为空")
private Long bizId;
@Schema(description = "权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@InEnum(CrmPermissionLevelEnum.class)
@NotNull(message = "权限级别不能为空")
private Integer level;
}

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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 javax.annotation.Resource;
import javax.validation.Valid;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 产品分类")
@RestController
@RequestMapping("/crm/product-category")
@Validated
public class CrmProductCategoryController {
@Resource
private CrmProductCategoryService productCategoryService;
@PostMapping("/create")
@Operation(summary = "创建产品分类")
@PreAuthorize("@ss.hasPermission('crm:product-category:create')")
public CommonResult<Long> createProductCategory(@Valid @RequestBody CrmProductCategoryCreateReqVO createReqVO) {
return success(productCategoryService.createProductCategory(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新产品分类")
@PreAuthorize("@ss.hasPermission('crm:product-category:update')")
public CommonResult<Boolean> updateProductCategory(@Valid @RequestBody CrmProductCategoryCreateReqVO updateReqVO) {
productCategoryService.updateProductCategory(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除产品分类")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:product-category:delete')")
public CommonResult<Boolean> deleteProductCategory(@RequestParam("id") Long id) {
productCategoryService.deleteProductCategory(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得产品分类")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:product-category:query')")
public CommonResult<CrmProductCategoryRespVO> getProductCategory(@RequestParam("id") Long id) {
CrmProductCategoryDO category = productCategoryService.getProductCategory(id);
return success(BeanUtils.toBean(category, CrmProductCategoryRespVO.class));
}
@GetMapping("/list")
@Operation(summary = "获得产品分类列表")
@PreAuthorize("@ss.hasPermission('crm:product-category:query')")
public CommonResult<List<CrmProductCategoryRespVO>> getProductCategoryList(@Valid CrmProductCategoryListReqVO listReqVO) {
List<CrmProductCategoryDO> list = productCategoryService.getProductCategoryList(listReqVO);
return success(BeanUtils.toBean(list, CrmProductCategoryRespVO.class));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.product;
import cn.hutool.core.collection.CollUtil;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageParam;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.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.dal.dataobject.product.CrmProductCategoryDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import cn.iocoder.yudao.module.crm.enums.product.CrmProductStatusEnum;
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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
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 java.util.Collections.singletonList;
@Tag(name = "管理后台 - CRM 产品")
@RestController
@RequestMapping("/crm/product")
@Validated
public class CrmProductController {
@Resource
private CrmProductService productService;
@Resource
private CrmProductCategoryService productCategoryService;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建产品")
@PreAuthorize("@ss.hasPermission('crm:product:create')")
public CommonResult<Long> createProduct(@Valid @RequestBody CrmProductSaveReqVO createReqVO) {
return success(productService.createProduct(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新产品")
@PreAuthorize("@ss.hasPermission('crm:product:update')")
public CommonResult<Boolean> updateProduct(@Valid @RequestBody CrmProductSaveReqVO updateReqVO) {
productService.updateProduct(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除产品")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:product:delete')")
public CommonResult<Boolean> deleteProduct(@RequestParam("id") Long id) {
productService.deleteProduct(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得产品")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:product:query')")
public CommonResult<CrmProductRespVO> getProduct(@RequestParam("id") Long id) {
CrmProductDO product = productService.getProduct(id);
return success(buildProductDetail(product));
}
private CrmProductRespVO buildProductDetail(CrmProductDO product) {
if (product == null) {
return null;
}
return buildProductDetailList(singletonList(product)).get(0);
}
@GetMapping("/simple-list")
@Operation(summary = "获得产品精简列表", description = "只包含被开启的产品,主要用于前端的下拉选项")
public CommonResult<List<CrmProductRespVO>> getProductSimpleList() {
List<CrmProductDO> list = productService.getProductListByStatus(CrmProductStatusEnum.ENABLE.getStatus());
return success(convertList(list, product -> new CrmProductRespVO().setId(product.getId()).setName(product.getName())
.setUnit(product.getUnit()).setNo(product.getNo()).setPrice(product.getPrice())));
}
@GetMapping("/page")
@Operation(summary = "获得产品分页")
@PreAuthorize("@ss.hasPermission('crm:product:query')")
public CommonResult<PageResult<CrmProductRespVO>> getProductPage(@Valid CrmProductPageReqVO pageVO) {
PageResult<CrmProductDO> pageResult = productService.getProductPage(pageVO);
return success(new PageResult<>(buildProductDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/export-excel")
@Operation(summary = "导出产品 Excel")
@PreAuthorize("@ss.hasPermission('crm:product:export')")
@OperateLog(type = EXPORT)
public void exportProductExcel(@Valid CrmProductPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
exportReqVO.setPageSize(PageParam.PAGE_SIZE_NONE);
List<CrmProductDO> list = productService.getProductPage(exportReqVO).getList();
// 导出 Excel
ExcelUtils.write(response, "产品.xls", "数据", CrmProductRespVO.class,
buildProductDetailList(list));
}
private List<CrmProductRespVO> buildProductDetailList(List<CrmProductDO> list) {
if (CollUtil.isEmpty(list)) {
return Collections.emptyList();
}
// 1.1 获得用户信息
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(list, user -> Stream.of(Long.valueOf(user.getCreator()), user.getOwnerUserId())));
// 1.2 获得分类信息
Map<Long, CrmProductCategoryDO> categoryMap = productCategoryService.getProductCategoryMap(
convertSet(list, CrmProductDO::getCategoryId));
// 2. 拼接数据
return BeanUtils.toBean(list, CrmProductRespVO.class, productVO -> {
// 2.1 设置用户信息
MapUtils.findAndThen(userMap, productVO.getOwnerUserId(), user -> productVO.setOwnerUserName(user.getNickname()));
MapUtils.findAndThen(userMap, Long.valueOf(productVO.getCreator()), user -> productVO.setCreatorName(user.getNickname()));
// 2.2 设置分类名称
MapUtils.findAndThen(categoryMap, productVO.getCategoryId(), category -> productVO.setCategoryName(category.getName()));
});
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.category;
import com.mzt.logapi.starter.annotation.DiffLogField;
import lombok.*;
import io.swagger.v3.oas.annotations.media.Schema;
import javax.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;
}

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

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

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

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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.product;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
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 BigDecimal 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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.product.vo.product;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmProductStatusParseFunction;
import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmProductUnitParseFunction;
import com.mzt.logapi.starter.annotation.DiffLogField;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
@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", requiredMode = Schema.RequiredMode.REQUIRED, example = "8911")
@NotNull(message = "价格不能为空")
@DiffLogField(name = "价格")
private BigDecimal price;
@Schema(description = "状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "上架")
@NotNull(message = "状态不能为空")
@DiffLogField(name = "状态", function = CrmProductStatusParseFunction.NAME)
private Integer status;
@Schema(description = "产品分类编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "产品分类编号不能为空")
@DiffLogField(name = "产品分类编号")
private Long categoryId;
@Schema(description = "产品描述", example = "你说的对")
@DiffLogField(name = "产品描述")
private String description;
@Schema(description = "负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "31926")
@NotNull(message = "负责人的用户编号不能为空")
private Long ownerUserId;
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
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.contract.CrmContractRespVO;
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.CrmReceivableSaveReqVO;
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.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 org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
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.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
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;
@Resource
private DeptApi deptApi;
@PostMapping("/create")
@Operation(summary = "创建回款")
@PreAuthorize("@ss.hasPermission('crm:receivable:create')")
public CommonResult<Long> createReceivable(@Valid @RequestBody CrmReceivableSaveReqVO createReqVO) {
return success(receivableService.createReceivable(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新回款")
@PreAuthorize("@ss.hasPermission('crm:receivable:update')")
public CommonResult<Boolean> updateReceivable(@Valid @RequestBody CrmReceivableSaveReqVO updateReqVO) {
receivableService.updateReceivable(updateReqVO);
return success(true);
}
@DeleteMapping("/delete")
@Operation(summary = "删除回款")
@Parameter(name = "id", description = "编号", required = true)
@PreAuthorize("@ss.hasPermission('crm:receivable:delete')")
public CommonResult<Boolean> deleteReceivable(@RequestParam("id") Long id) {
receivableService.deleteReceivable(id);
return success(true);
}
@GetMapping("/get")
@Operation(summary = "获得回款")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<CrmReceivableRespVO> getReceivable(@RequestParam("id") Long id) {
CrmReceivableDO receivable = receivableService.getReceivable(id);
return success(buildReceivableDetail(receivable));
}
private CrmReceivableRespVO buildReceivableDetail(CrmReceivableDO receivable) {
if (receivable == null) {
return null;
}
return buildReceivableDetailList(Collections.singletonList(receivable)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得回款分页")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePage(@Valid CrmReceivablePageReqVO pageReqVO) {
PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(pageReqVO, getLoginUserId());
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得回款分页,基于指定客户")
public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePageByCustomer(@Valid CrmReceivablePageReqVO pageReqVO) {
Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePageByCustomerId(pageReqVO);
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@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);
List<CrmReceivableDO> list = receivableService.getReceivablePage(exportReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "回款.xls", "数据", CrmReceivableRespVO.class,
buildReceivableDetailList(list));
}
private List<CrmReceivableRespVO> buildReceivableDetailList(List<CrmReceivableDO> receivableList) {
if (CollUtil.isEmpty(receivableList)) {
return Collections.emptyList();
}
// 1.1 获取客户列表
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(receivableList, CrmReceivableDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(receivableList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
// 1.3 获得合同列表
Map<Long, CrmContractDO> contractMap = contractService.getContractMap(
convertSet(receivableList, CrmReceivableDO::getContractId));
// 2. 拼接结果
return BeanUtils.toBean(receivableList, CrmReceivableRespVO.class, (receivableVO) -> {
// 2.1 拼接客户名称
findAndThen(customerMap, receivableVO.getCustomerId(), customer -> receivableVO.setCustomerName(customer.getName()));
// 2.2 拼接负责人、创建人名称
MapUtils.findAndThen(userMap, NumberUtils.parseLong(receivableVO.getCreator()),
user -> receivableVO.setCreatorName(user.getNickname()));
MapUtils.findAndThen(userMap, receivableVO.getOwnerUserId(), user -> {
receivableVO.setOwnerUserName(user.getNickname());
MapUtils.findAndThen(deptMap, user.getDeptId(), dept -> receivableVO.setOwnerUserDeptName(dept.getName()));
});
// 2.3 拼接合同信息
findAndThen(contractMap, receivableVO.getContractId(), contract ->
receivableVO.setContract(BeanUtils.toBean(contract, CrmContractRespVO.class)));
});
}
@PutMapping("/submit")
@Operation(summary = "提交回款审批")
@PreAuthorize("@ss.hasPermission('crm:receivable:update')")
public CommonResult<Boolean> submitContract(@RequestParam("id") Long id) {
receivableService.submitReceivable(id, getLoginUserId());
return success(true);
}
@GetMapping("/audit-count")
@Operation(summary = "获得待审核回款数量")
@PreAuthorize("@ss.hasPermission('crm:receivable:query')")
public CommonResult<Long> getAuditReceivableCount() {
return success(receivableService.getAuditReceivableCount(getLoginUserId()));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
import cn.iocoder.yudao.framework.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.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.CrmReceivablePlanSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
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.Parameters;
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 javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
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.pojo.PageParam.PAGE_SIZE_NONE;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
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
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<Long> createReceivablePlan(@Valid @RequestBody CrmReceivablePlanSaveReqVO createReqVO) {
return success(receivablePlanService.createReceivablePlan(createReqVO));
}
@PutMapping("/update")
@Operation(summary = "更新回款计划")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:update')")
public CommonResult<Boolean> updateReceivablePlan(@Valid @RequestBody CrmReceivablePlanSaveReqVO 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<Boolean> 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<CrmReceivablePlanRespVO> getReceivablePlan(@RequestParam("id") Long id) {
CrmReceivablePlanDO receivablePlan = receivablePlanService.getReceivablePlan(id);
return success(buildReceivablePlanDetail(receivablePlan));
}
private CrmReceivablePlanRespVO buildReceivablePlanDetail(CrmReceivablePlanDO receivablePlan) {
if (receivablePlan == null) {
return null;
}
return buildReceivableDetailList(Collections.singletonList(receivablePlan)).get(0);
}
@GetMapping("/page")
@Operation(summary = "获得回款计划分页")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<PageResult<CrmReceivablePlanRespVO>> getReceivablePlanPage(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(pageReqVO, getLoginUserId());
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得回款计划分页,基于指定客户")
public CommonResult<PageResult<CrmReceivablePlanRespVO>> getReceivablePlanPageByCustomer(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPageByCustomerId(pageReqVO);
return success(new PageResult<>(buildReceivableDetailList(pageResult.getList()), pageResult.getTotal()));
}
@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);
List<CrmReceivablePlanDO> list = receivablePlanService.getReceivablePlanPage(exportReqVO, getLoginUserId()).getList();
// 导出 Excel
ExcelUtils.write(response, "回款计划.xls", "数据", CrmReceivablePlanRespVO.class,
buildReceivableDetailList(list));
}
private List<CrmReceivablePlanRespVO> buildReceivableDetailList(List<CrmReceivablePlanDO> receivablePlanList) {
if (CollUtil.isEmpty(receivablePlanList)) {
return Collections.emptyList();
}
// 1.1 获取客户 Map
Map<Long, CrmCustomerDO> customerMap = customerService.getCustomerMap(
convertSet(receivablePlanList, CrmReceivablePlanDO::getCustomerId));
// 1.2 获取创建人、负责人列表
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(receivablePlanList,
contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
// 1.3 获得合同 Map
Map<Long, CrmContractDO> contractMap = contractService.getContractMap(
convertSet(receivablePlanList, CrmReceivablePlanDO::getContractId));
// 1.4 获得回款 Map
Map<Long, CrmReceivableDO> receivableMap = receivableService.getReceivableMap(
convertSet(receivablePlanList, CrmReceivablePlanDO::getReceivableId));
// 2. 拼接数据
return BeanUtils.toBean(receivablePlanList, CrmReceivablePlanRespVO.class, (receivablePlanVO) -> {
// 2.1 拼接客户信息
findAndThen(customerMap, receivablePlanVO.getCustomerId(), customer -> receivablePlanVO.setCustomerName(customer.getName()));
// 2.2 拼接用户信息
findAndThen(userMap, receivablePlanVO.getOwnerUserId(), user -> receivablePlanVO.setOwnerUserName(user.getNickname()));
findAndThen(userMap, Long.parseLong(receivablePlanVO.getCreator()), user -> receivablePlanVO.setCreatorName(user.getNickname()));
// 2.3 拼接合同信息
findAndThen(contractMap, receivablePlanVO.getContractId(), contract -> receivablePlanVO.setContractNo(contract.getNo()));
// 2.4 拼接回款信息
receivablePlanVO.setReceivable(BeanUtils.toBean(receivableMap.get(receivablePlanVO.getReceivableId()), CrmReceivableRespVO.class));
});
}
@GetMapping("/simple-list")
@Operation(summary = "获得回款计划精简列表", description = "获得回款计划精简列表,主要用于前端的下拉选项")
@Parameters({
@Parameter(name = "customerId", description = "客户编号", required = true),
@Parameter(name = "contractId", description = "合同编号", required = true)
})
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<List<CrmReceivablePlanRespVO>> getReceivablePlanSimpleList(@RequestParam("customerId") Long customerId,
@RequestParam("contractId") Long contractId) {
CrmReceivablePlanPageReqVO pageReqVO = new CrmReceivablePlanPageReqVO().setCustomerId(customerId).setContractId(contractId);
pageReqVO.setPageNo(PAGE_SIZE_NONE);
PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPageByCustomerId(pageReqVO);
return success(convertList(pageResult.getList(), receivablePlan -> new CrmReceivablePlanRespVO() // 只返回 id、period 等信息
.setId(receivablePlan.getId()).setPeriod(receivablePlan.getPeriod()).setReceivableId(receivablePlan.getReceivableId())
.setPrice(receivablePlan.getPrice()).setReturnType(receivablePlan.getReturnType())));
}
@GetMapping("/remind-count")
@Operation(summary = "获得待回款提醒数量")
@PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
public CommonResult<Long> getReceivablePlanRemindCount() {
return success(receivablePlanService.getReceivablePlanRemindCount(getLoginUserId()));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
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 回款计划分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmReceivablePlanPageReqVO extends PageParam {
/**
* 提醒类型 - 待回款
*/
public final static Integer REMIND_TYPE_NEEDED = 1;
/**
* 提醒类型 - 已逾期
*/
public final static Integer REMIND_TYPE_EXPIRED = 2;
/**
* 提醒类型 - 已回款
*/
public final static Integer REMIND_TYPE_RECEIVED = 3;
@Schema(description = "客户编号", example = "18026")
private Long customerId;
@Schema(description = "合同编号", example = "H3473")
private String contractNo;
@Schema(description = "合同编号", example = "3473")
private Long contractId;
@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 = "提醒类型", example = "1")
private Integer remindType; // 提醒类型,为 null 时则表示全部
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
// TODO @puhui999缺导出
@Schema(description = "管理后台 - CRM 回款计划 Response VO")
@Data
public class CrmReceivablePlanRespVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long id;
@Schema(description = "期数", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Integer period;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long customerId;
@Schema(description = "客户名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "test")
private String customerName;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long contractId;
@Schema(description = "合同编号", example = "Q110")
private String contractNo;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long ownerUserId;
@Schema(description = "负责人", example = "test")
private String ownerUserName;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
private LocalDateTime returnTime;
@Schema(description = "计划回款方式", example = "1")
private Integer returnType;
@Schema(description = "计划回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
private BigDecimal price;
@Schema(description = "回款编号", example = "19852")
private Long receivableId;
@Schema(description = "回款信息")
private CrmReceivableRespVO receivable;
@Schema(description = "提前几天提醒", requiredMode = Schema.RequiredMode.REQUIRED, example = "1")
private Integer remindDays;
@Schema(description = "提醒日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
private LocalDateTime remindTime;
@Schema(description = "备注", example = "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 = "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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 回款计划新增/修改 Request VO")
@Data
public class CrmReceivablePlanSaveReqVO {
@Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long id;
@Schema(description = "客户编号", hidden = true, example = "2")
private Long customerId; // 该字段不通过前端传递,而是 contractId 查询出来设置进去
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "合同编号不能为空")
private Long contractId;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@NotNull(message = "计划回款日期不能为空")
private LocalDateTime returnTime;
@Schema(description = "回款方式", example = "1")
private Integer returnType;
@Schema(description = "计划回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
@NotNull(message = "计划回款金额不能为空")
private BigDecimal price;
@Schema(description = "提前几天提醒", example = "1")
private Integer remindDays;
@Schema(description = "备注", example = "备注")
private String remark;
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
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 回款分页 Request VO")
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmReceivablePageReqVO extends PageParam {
@Schema(description = "回款编号")
private String no;
@Schema(description = "回款计划编号", example = "31177")
private Long planId;
@Schema(description = "客户编号", example = "4963")
private Long customerId;
@Schema(description = "合同编号", example = "4963")
private Long contractId;
@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;
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractRespVO;
import com.alibaba.excel.annotation.ExcelProperty;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import java.math.BigDecimal;
import java.time.LocalDateTime;
// TODO 芋艿:导出的 VO可以考虑使用 @Excel 注解,实现导出功能
@Schema(description = "管理后台 - CRM 回款 Response VO")
@Data
public class CrmReceivableRespVO {
@Schema(description = "编号", example = "25787")
private Long id;
@Schema(description = "回款编号", example = "31177")
private String no;
@Schema(description = "回款计划编号", example = "1024")
private Long planId;
@Schema(description = "回款方式", example = "2")
private Integer returnType;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
private BigDecimal price;
@Schema(description = "计划回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
private LocalDateTime returnTime;
@Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long customerId;
@Schema(description = "客户名字", requiredMode = Schema.RequiredMode.REQUIRED, example = "test")
private String customerName;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
private Long contractId;
@Schema(description = "合同信息")
private CrmContractRespVO contract;
@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 = "工作流编号", example = "1043")
@ExcelProperty("工作流编号")
private String processInstanceId;
@Schema(description = "审批状态", requiredMode = Schema.RequiredMode.REQUIRED, example = "0")
private Integer auditStatus;
@Schema(description = "备注", example = "备注")
private String remark;
@Schema(description = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime createTime;
@Schema(description = "更新时间", requiredMode = Schema.RequiredMode.REQUIRED)
private LocalDateTime updateTime;
@Schema(description = "创建人", example = "25682")
private String creator;
@Schema(description = "创建人名字", example = "test")
private String creatorName;
}

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package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
import cn.iocoder.yudao.framework.common.validation.InEnum;
import cn.iocoder.yudao.module.crm.enums.receivable.CrmReceivableReturnTypeEnum;
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 lombok.Data;
import javax.validation.constraints.NotNull;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@Schema(description = "管理后台 - CRM 回款新增/修改 Request VO")
@Data
public class CrmReceivableSaveReqVO {
@Schema(description = "编号", example = "25787")
private Long id;
@Schema(description = "负责人编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DiffLogField(name = "负责人", function = SysAdminUserParseFunction.NAME)
@NotNull(message = "负责人编号不能为空")
private Long ownerUserId;
@Schema(description = "客户编号", example = "2")
@DiffLogField(name = "客户", function = CrmCustomerParseFunction.NAME)
private Long customerId; // 该字段不通过前端传递,而是 contractId 查询出来设置进去
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
@DiffLogField(name = "合同", function = CrmContractParseFunction.NAME)
@NotNull(message = "合同编号不能为空")
private Long contractId;
@Schema(description = "回款计划编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
@DiffLogField(name = "合同", function = CrmReceivablePlanParseFunction.NAME)
private Long planId;
@Schema(description = "回款方式", example = "2")
@DiffLogField(name = "回款方式", function = CrmReceivableReturnTypeParseFunction.NAME)
@InEnum(CrmReceivableReturnTypeEnum.class)
private Integer returnType;
@Schema(description = "回款金额", requiredMode = Schema.RequiredMode.REQUIRED, example = "9000")
@DiffLogField(name = "回款金额")
@NotNull(message = "回款金额不能为空")
private BigDecimal price;
@Schema(description = "回款日期", requiredMode = Schema.RequiredMode.REQUIRED, example = "2024-02-02")
@NotNull(message = "回款日期不能为空")
@DiffLogField(name = "回款日期")
private LocalDateTime returnTime;
@Schema(description = "备注", example = "备注")
@DiffLogField(name = "备注")
private String remark;
}

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### 合同金额排行榜
GET {{baseUrl}}/crm/statistics-rank/get-contract-price-rank?deptId=100&times[0]=2022-12-12 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}
### 回款金额排行榜
GET {{baseUrl}}/crm/statistics-rank/get-receivable-price-rank?deptId=100&times[0]=2022-12-12 00:00:00&times[1]=2024-12-12 23:59:59
Authorization: Bearer {{token}}
tenant-id: {{adminTenentId}}

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package cn.iocoder.yudao.module.crm.controller.admin.statistics;
import cn.iocoder.yudao.framework.common.pojo.CommonResult;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRanKRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.statistics.vo.CrmStatisticsRankReqVO;
import cn.iocoder.yudao.module.crm.service.statistics.CrmStatisticsRankingService;
import io.swagger.v3.oas.annotations.Operation;
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.GetMapping;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
import javax.annotation.Resource;
import javax.validation.Valid;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@Tag(name = "管理后台 - CRM 排行榜统计")
@RestController
@RequestMapping("/crm/statistics-rank")
@Validated
public class CrmStatisticsRankController {
@Resource
private CrmStatisticsRankingService rankingService;
@GetMapping("/get-contract-price-rank")
@Operation(summary = "获得合同金额排行榜")
@PreAuthorize("@ss.hasPermission('crm:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContractPriceRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getReceivablePriceRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContractCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getProductSalesRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getCustomerCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getContactsCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getFollowCountRank(@Valid CrmStatisticsRankReqVO 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:statistics-rank:query')")
public CommonResult<List<CrmStatisticsRanKRespVO>> getFollowCustomerCountRank(@Valid CrmStatisticsRankReqVO rankingReqVO) {
return success(rankingService.getFollowCustomerCountRank(rankingReqVO));
}
}

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package cn.iocoder.yudao.module.crm.controller.admin.statistics.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
@Schema(description = "管理后台 - CRM BI 排行榜统计 Response VO")
@Data
public class CrmStatisticsRanKRespVO {
@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;
}

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

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/**
* 占位
*/
package cn.iocoder.yudao.module.crm.controller.app;

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/**
* 提供 RESTful API 给前端:
* 1. admin 包:提供给管理后台 yudao-ui-admin 前端项目
* 2. app 包:提供给用户 APP yudao-ui-app 前端项目,它的 Controller 和 VO 都要添加 App 前缀,用于和管理后台进行区分
*/
package cn.iocoder.yudao.module.crm.controller;

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/**
* 提供 POJO 类的实体转换
*
* 目前使用 MapStruct 框架
*/
package cn.iocoder.yudao.module.crm.convert;

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package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.business.CrmBusinessEndStatusEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
import java.time.LocalDateTime;
/**
* CRM 商机 DO
*
* @author ljlleo
*/
@TableName("crm_business")
@KeySequence("crm_business_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 商机名称
*/
private String name;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 跟进状态
*/
private Boolean followUpStatus;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 商机状态组编号
*
* 关联 {@link CrmBusinessStatusTypeDO#getId()}
*/
private Long statusTypeId;
/**
* 商机状态编号
*
* 关联 {@link CrmBusinessStatusDO#getId()}
*/
private Long statusId;
/**
* 结束状态
*
* 枚举 {@link CrmBusinessEndStatusEnum}
*/
private Integer endStatus;
/**
* 结束时的备注
*/
private String endRemark;
/**
* 预计成交日期
*/
private LocalDateTime dealTime;
/**
* 产品总金额,单位:元
*
* productPrice = ∑({@link CrmBusinessProductDO#getTotalPrice()})
*/
private BigDecimal totalProductPrice;
/**
* 整单折扣,百分比
*/
private BigDecimal discountPercent;
/**
* 商机总金额,单位:元
*/
private BigDecimal totalPrice;
/**
* 备注
*/
private String remark;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
/**
* CRM 商机产品关联表 DO
*
* CrmBusinessDO : CrmBusinessProductDO = 1 : N
*
* @author lzxhqs
*/
@TableName("crm_business_product")
@KeySequence("crm_business_product_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessProductDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 商机编号
*
* 关联 {@link CrmBusinessDO#getId()}
*/
private Long businessId;
/**
* 产品编号
*
* 关联 {@link CrmProductDO#getId()}
*/
private Long productId;
/**
* 产品单价,单位:元
*
* 冗余 {@link CrmProductDO#getPrice()}
*/
private BigDecimal productPrice;
/**
* 商机价格, 单位:元
*/
private BigDecimal businessPrice;
/**
* 数量
*/
private BigDecimal count;
/**
* 总计价格,单位:元
*
* totalPrice = businessPrice * count
*/
private BigDecimal totalPrice;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
/**
* CRM 商机状态 DO
*
* 注意,它是个配置表
*
* @author ljlleo
*/
@TableName("crm_business_status")
@KeySequence("crm_business_status_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessStatusDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 状态类型编号
*
* 关联 {@link CrmBusinessStatusTypeDO#getId()}
*/
private Long typeId;
/**
* 状态名
*/
private String name;
/**
* 赢单率,百分比
*/
private Integer percent;
/**
* 排序
*/
private Integer sort;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.business;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.framework.mybatis.core.type.LongListTypeHandler;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableField;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.util.List;
/**
* CRM 商机状态组 DO
*
* 注意,它是个配置表
*
* @author ljlleo
*/
@TableName(value = "crm_business_status_type", autoResultMap = true)
@KeySequence("crm_business_status_type_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmBusinessStatusTypeDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 状态类型名
*/
private String name;
/**
* 使用的部门编号
*/
@TableField(typeHandler = LongListTypeHandler.class)
private List<Long> deptIds;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.clue;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.time.LocalDateTime;
/**
* CRM 线索 DO
*
* @author Wanwan
*/
@TableName("crm_clue")
@KeySequence("crm_clue_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmClueDO extends BaseDO {
/**
* 编号,主键自增
*/
@TableId
private Long id;
/**
* 线索名称
*/
private String name;
/**
* 跟进状态
*/
private Boolean followUpStatus;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 最后跟进内容
*/
private String contactLastContent;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 转化状态
*
* true 表示已转换,会更新 {@link #customerId} 字段
*/
private Boolean transformStatus;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 手机号
*/
private String mobile;
/**
* 电话
*/
private String telephone;
/**
* QQ
*/
private String qq;
/**
* wechat
*/
private String wechat;
/**
* email
*/
private String email;
/**
* 所在地
*
* 关联 {@link cn.iocoder.yudao.framework.ip.core.Area#getId()} 字段
*/
private Integer areaId;
/**
* 详细地址
*/
private String detailAddress;
/**
* 所属行业
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_INDUSTRY}
*/
private Integer industryId;
/**
* 客户等级
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_LEVEL}
*/
private Integer level;
/**
* 客户来源
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_SOURCE}
*/
private Integer source;
/**
* 备注
*/
private String remark;
}

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/**
* 线索
*/
package cn.iocoder.yudao.module.crm.dal.dataobject.clue;

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package cn.iocoder.yudao.module.crm.dal.dataobject.contact;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
/**
* CRM 联系人与商机的关联 DO
*
* @author 芋道源码
*/
@TableName("crm_contact_business")
@KeySequence("crm_contact_business_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmContactBusinessDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 联系人编号
*
* 关联 {@link CrmContactDO#getId()} 字段
*/
private Long contactId;
/**
* 商机编号
*
* 关联 {@link CrmBusinessDO#getId()} 字段
*/
private Long businessId;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.contact;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.time.LocalDateTime;
/**
* CRM 联系人 DO
*
* @author 芋道源码
*/
@TableName("crm_contact")
@KeySequence("crm_contact_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmContactDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 联系人姓名
*/
private String name;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 最后跟进内容
*/
private String contactLastContent;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 手机号
*/
private String mobile;
/**
* 电话
*/
private String telephone;
/**
* 电子邮箱
*/
private String email;
/**
* QQ
*/
private Long qq;
/**
* 微信
*/
private String wechat;
/**
* 所在地
*
* 关联 {@link cn.iocoder.yudao.framework.ip.core.Area#getId()} 字段
*/
private Integer areaId;
/**
* 详细地址
*/
private String detailAddress;
/**
* 性别
*
* 枚举 {@link cn.iocoder.yudao.module.system.enums.common.SexEnum}
*/
private Integer sex;
/**
* 是否关键决策人
*/
private Boolean master;
/**
* 职位
*/
private String post;
/**
* 直属上级
*
* 关联 {@link CrmContactDO#id}
*/
private Long parentId;
/**
* 备注
*/
private String remark;
}

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/**
* 联系人
*/
package cn.iocoder.yudao.module.crm.dal.dataobject.contact;

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package cn.iocoder.yudao.module.crm.dal.dataobject.contract;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import com.baomidou.mybatisplus.annotation.*;
import lombok.*;
@TableName("crm_contract_config")
@KeySequence("crm_contract_config_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmContractConfigDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 是否开启提前提醒
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Boolean notifyEnabled;
/**
* 提前提醒天数
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Integer notifyDays;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.contract;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
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.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
import java.time.LocalDateTime;
/**
* CRM 合同 DO
*
* @author dhb52
*/
@TableName("crm_contract")
@KeySequence("crm_contract_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmContractDO extends BaseDO {
/**
* 合同编号
*/
@TableId
private Long id;
/**
* 合同名称
*/
private String name;
/**
* 合同编号
*/
private String no;
/**
* 客户编号
*
* 关联 {@link CrmCustomerDO#getId()}
*/
private Long customerId;
/**
* 商机编号,非必须
*
* 关联 {@link CrmBusinessDO#getId()}
*/
private Long businessId;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 工作流编号
*
* 关联 ProcessInstance 的 id 属性
*/
private String processInstanceId;
/**
* 审批状态
*
* 枚举 {@link CrmAuditStatusEnum}
*/
private Integer auditStatus;
/**
* 下单日期
*/
private LocalDateTime orderDate;
/**
* 开始时间
*/
private LocalDateTime startTime;
/**
* 结束时间
*/
private LocalDateTime endTime;
/**
* 产品总金额,单位:元
*/
private BigDecimal totalProductPrice;
/**
* 整单折扣
*/
private BigDecimal discountPercent;
/**
* 合同总金额,单位:分
*/
private BigDecimal totalPrice;
/**
* 客户签约人,非必须
*
* 关联 {@link CrmContactDO#getId()}
*/
private Long signContactId;
/**
* 公司签约人,非必须
*
* 关联 AdminUserDO 的 id 字段
*/
private Long signUserId;
/**
* 备注
*/
private String remark;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.contract;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.math.BigDecimal;
/**
* CRM 合同产品关联表 DO
*
* @author HUIHUI
*/
@TableName("crm_contract_product")
@KeySequence("crm_contract_product_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmContractProductDO extends BaseDO {
/**
* 主键
*/
@TableId
private Long id;
/**
* 合同编号
*
* 关联 {@link CrmContractDO#getId()}
*/
private Long contractId;
/**
* 产品编号
*
* 关联 {@link CrmProductDO#getId()}
*/
private Long productId;
/**
* 产品单价,单位:元
*/
private BigDecimal productPrice;
/**
* 合同价格, 单位:元
*/
private BigDecimal contractPrice;
/**
* 数量
*/
private BigDecimal count;
/**
* 总计价格,单位:元
*
* totalPrice = businessPrice * count
*/
private BigDecimal totalPrice;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.customer;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.time.LocalDateTime;
/**
* CRM 客户 DO
*
* @author Wanwan
*/
@TableName(value = "crm_customer")
@KeySequence("crm_customer_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmCustomerDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 客户名称
*/
private String name;
/**
* 跟进状态
*/
private Boolean followUpStatus;
/**
* 最后跟进时间
*/
private LocalDateTime contactLastTime;
/**
* 最后跟进内容
*/
private String contactLastContent;
/**
* 下次联系时间
*/
private LocalDateTime contactNextTime;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 成为负责人的时间
*/
private LocalDateTime ownerTime;
/**
* 锁定状态
*/
private Boolean lockStatus;
/**
* 成交状态
*/
private Boolean dealStatus;
/**
* 手机
*/
private String mobile;
/**
* 电话
*/
private String telephone;
/**
* QQ
*/
private String qq;
/**
* wechat
*/
private String wechat;
/**
* email
*/
private String email;
/**
* 所在地
*
* 关联 {@link cn.iocoder.yudao.framework.ip.core.Area#getId()} 字段
*/
private Integer areaId;
/**
* 详细地址
*/
private String detailAddress;
/**
* 所属行业
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_INDUSTRY}
*/
private Integer industryId;
/**
* 客户等级
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_LEVEL}
*/
private Integer level;
/**
* 客户来源
*
* 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_SOURCE}
*/
private Integer source;
/**
* 备注
*/
private String remark;
}

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@ -0,0 +1,61 @@
package cn.iocoder.yudao.module.crm.dal.dataobject.customer;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.framework.mybatis.core.type.LongListTypeHandler;
import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum;
import com.baomidou.mybatisplus.annotation.KeySequence;
import com.baomidou.mybatisplus.annotation.TableField;
import com.baomidou.mybatisplus.annotation.TableId;
import com.baomidou.mybatisplus.annotation.TableName;
import lombok.*;
import java.util.List;
/**
* 客户限制配置 DO
*
* @author Wanwan
*/
@TableName(value = "crm_customer_limit_config", autoResultMap = true)
@KeySequence("crm_customer_limit_config_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmCustomerLimitConfigDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 规则类型
* <p>
* 枚举 {@link CrmCustomerLimitConfigTypeEnum}
*/
private Integer type;
/**
* 规则适用人群
*/
@TableField(typeHandler = LongListTypeHandler.class)
private List<Long> userIds;
/**
* 规则适用部门
*/
@TableField(typeHandler = LongListTypeHandler.class)
private List<Long> deptIds;
/**
* 数量上限
*/
private Integer maxCount;
/**
* 成交客户是否占有拥有客户数
*
* 当且仅当 {@link #type} 为 1 时,进行使用
*/
private Boolean dealCountEnabled;
}

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package cn.iocoder.yudao.module.crm.dal.dataobject.customer;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import com.baomidou.mybatisplus.annotation.*;
import lombok.*;
/**
* 客户公海配置 DO
*
* @author Wanwan
*/
@TableName(value = "crm_customer_pool_config")
@KeySequence("crm_customer_pool_config_seq") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库,可不写。
@Data
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
@Builder
@NoArgsConstructor
@AllArgsConstructor
public class CrmCustomerPoolConfigDO extends BaseDO {
/**
* 编号
*/
@TableId
private Long id;
/**
* 是否启用客户公海
*/
private Boolean enabled;
/**
* 未跟进放入公海天数
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Integer contactExpireDays;
/**
* 未成交放入公海天数
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Integer dealExpireDays;
/**
* 是否开启提前提醒
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Boolean notifyEnabled;
/**
* 提前提醒天数
*/
@TableField(updateStrategy = FieldStrategy.ALWAYS)
private Integer notifyDays;
}

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