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CRM-客户: 完善客户导入

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plp
puhui999 2 years ago
parent d8b2da8eed
commit 4605e93105
7 changed files with 198 additions and 15 deletions
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7
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
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@ -26,8 +26,8 @@ public interface ErrorCodeConstants {
// ========== 联系人管理 1-020-003-000 ==========
ErrorCode CONTACT_NOT_EXISTS = new ErrorCode(1_020_003_000, "联系人不存在");
ErrorCode CONTACT_BUSINESS_LINK_NOT_EXISTS = new ErrorCode( 1_020_003_001, "联系人商机关联不存在");
ErrorCode CONTACT_DELETE_FAIL_CONTRACT_LINK_EXISTS = new ErrorCode( 1_020_003_002, "联系人已关联合同，不能删除");
ErrorCode CONTACT_BUSINESS_LINK_NOT_EXISTS = new ErrorCode(1_020_003_001, "联系人商机关联不存在");
ErrorCode CONTACT_DELETE_FAIL_CONTRACT_LINK_EXISTS = new ErrorCode(1_020_003_002, "联系人已关联合同，不能删除");
// ========== 回款 1-020-004-000 ==========
ErrorCode RECEIVABLE_NOT_EXISTS = new ErrorCode(1_020_004_000, "回款不存在");
@ -48,6 +48,9 @@ public interface ErrorCodeConstants {
ErrorCode CUSTOMER_LOCK_EXCEED_LIMIT = new ErrorCode(1_020_006_009, "锁定客户失败，超出锁定规则上限");
ErrorCode CUSTOMER_OWNER_EXCEED_LIMIT = new ErrorCode(1_020_006_010, "操作失败，超出客户数拥有上限");
ErrorCode CUSTOMER_DELETE_FAIL_HAVE_REFERENCE = new ErrorCode(1_020_006_011, "删除客户失败，有关联{}");
ErrorCode CUSTOMER_IMPORT_LIST_IS_EMPTY = new ErrorCode(1_020_006_012, "导入客户数据不能为空！");
ErrorCode CUSTOMER_CREATE_NAME_NOT_NULL = new ErrorCode(1_020_006_013, "客户名称不能为空！");
ErrorCode CUSTOMER_NAME_EXISTS = new ErrorCode(1_020_006_014, "已存在名为【{}】的客户！");
// ========== 权限管理 1_020_007_000 ==========
ErrorCode CRM_PERMISSION_NOT_EXISTS = new ErrorCode(1_020_007_000, "数据权限不存在");

33
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
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@ -21,6 +21,7 @@ import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import io.swagger.v3.oas.annotations.Operation;
import io.swagger.v3.oas.annotations.Parameter;
import io.swagger.v3.oas.annotations.Parameters;
import io.swagger.v3.oas.annotations.tags.Tag;
import jakarta.annotation.Resource;
import jakarta.servlet.http.HttpServletResponse;
@ -29,9 +30,11 @@ import org.mapstruct.ap.internal.util.Collections;
import org.springframework.security.access.prepost.PreAuthorize;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.*;
import org.springframework.web.multipart.MultipartFile;
import java.io.IOException;
import java.time.LocalDateTime;
import java.util.Arrays;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
@ -169,6 +172,36 @@ public class CrmCustomerController {
BeanUtils.toBean(list, CrmCustomerRespVO.class));
}
@GetMapping("/get-import-template")
@Operation(summary = "获得导入客户模板")
public void importTemplate(HttpServletResponse response) throws IOException {
// 手动创建导出 demo
List<CrmCustomerImportExcelVO> list = Arrays.asList(
CrmCustomerImportExcelVO.builder().name("芋道").industryId(1).level(1).source(1).mobile("15601691300").telephone("")
.website("https://doc.iocoder.cn/").qq("").wechat("").email("yunai@iocoder.cn").description("").remark("")
.areaId(null).detailAddress("").build(),
CrmCustomerImportExcelVO.builder().name("源码").industryId(1).level(1).source(1).mobile("15601691300").telephone("")
.website("https://doc.iocoder.cn/").qq("").wechat("").email("yunai@iocoder.cn").description("").remark("")
.areaId(null).detailAddress("").build()
);
// 输出
ExcelUtils.write(response, "客户导入模板.xls", "客户列表", CrmCustomerImportExcelVO.class, list);
}
@PostMapping("/import")
@Operation(summary = "导入客户")
@Parameters({
@Parameter(name = "file", description = "Excel 文件", required = true),
@Parameter(name = "updateSupport", description = "是否支持更新，默认为 false", example = "true")
})
@PreAuthorize("@ss.hasPermission('system:customer:import')")
public CommonResult<CrmCustomerImportRespVO> importExcel(@RequestParam("file") MultipartFile file,
@RequestParam(value = "updateSupport", required = false, defaultValue = "false") Boolean updateSupport) throws Exception {
List<CrmCustomerImportExcelVO> list = ExcelUtils.read(file, CrmCustomerImportExcelVO.class);
return success(customerService.importCustomerList(list, updateSupport));
}
@PutMapping("/transfer")
@Operation(summary = "转移客户")
@PreAuthorize("@ss.hasPermission('crm:customer:update')")

74
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportExcelVO.java
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@ -0,0 +1,74 @@
package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import com.alibaba.excel.annotation.ExcelProperty;
import jakarta.validation.constraints.Size;
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(value = "所属行业", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_LEVEL)
private Integer level;
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_SOURCE)
private Integer source;
@ExcelProperty("手机")
private String mobile;
@ExcelProperty("电话")
private String telephone;
@ExcelProperty("网址")
private String website;
@Size(max = 20, message = "QQ长度不能超过 20 个字符")
@ExcelProperty("QQ")
private String qq;
@Size(max = 255, message = "微信长度不能超过 255 个字符")
@ExcelProperty("微信")
private String wechat;
@Size(max = 255, message = "邮箱长度不能超过 255 个字符")
@ExcelProperty("邮箱")
private String email;
@Size(max = 4096, message = "客户描述长度不能超过 4096 个字符")
@ExcelProperty("客户描述")
private String description;
@ExcelProperty("备注")
private String remark;
@ExcelProperty("地区编号")
private Integer areaId;
@ExcelProperty("详细地址")
private String detailAddress;
}

24
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerImportRespVO.java
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@ -0,0 +1,24 @@
package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Builder;
import lombok.Data;
import java.util.List;
import java.util.Map;
@Schema(description = "管理后台 - 客户导入 Response VO")
@Data
@Builder
public class CrmCustomerImportRespVO {
@Schema(description = "创建成功的客户名数组", requiredMode = Schema.RequiredMode.REQUIRED)
private List<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;
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java
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@ -107,4 +107,8 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
.gt(CrmCustomerDO::getOwnerUserId, 0));
}
default CrmCustomerDO selectByCustomerName(String name) {
return selectOne(CrmCustomerDO::getName, name);
}
}

14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
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@ -1,10 +1,7 @@
package cn.iocoder.yudao.module.crm.service.customer;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerLockReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.*;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.service.customer.bo.CrmCustomerCreateReqBO;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
@ -108,6 +105,15 @@ public interface CrmCustomerService {
*/
Long createCustomer(CrmCustomerCreateReqBO customerCreateReq, Long userId);
/**
* 批量导入客户
*
* @param importCustomers 导入客户列表
* @param isUpdateSupport 是否支持更新
* @return 导入结果
*/
CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers, Boolean isUpdateSupport);
// ==================== 公海相关操作 ====================
/**

57
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
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@ -3,15 +3,14 @@ package cn.iocoder.yudao.module.crm.service.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.core.util.StrUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.exception.ServiceException;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.date.LocalDateTimeUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerLockReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.*;
import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerLimitConfigDO;
@ -41,10 +40,7 @@ import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.Collection;
import java.util.Collections;
import java.util.List;
import java.util.*;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.filterList;
@ -236,7 +232,50 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
return customer.getId();
}
// ==================== 公海相关操作 ====================
@Override
public CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers, Boolean isUpdateSupport) {
if (CollUtil.isEmpty(importCustomers)) {
throw exception(CUSTOMER_IMPORT_LIST_IS_EMPTY);
}
CrmCustomerImportRespVO respVO = CrmCustomerImportRespVO.builder().createCustomerNames(new ArrayList<>())
.updateCustomerNames(new ArrayList<>()).failureCustomerNames(new LinkedHashMap<>()).build();
importCustomers.forEach(importCustomer -> {
// 校验，判断是否有不符合的原因
try {
validateCustomerForCreate(importCustomer);
} catch (ServiceException ex) {
respVO.getFailureCustomerNames().put(importCustomer.getName(), ex.getMessage());
return;
}
// 判断如果不存在，在进行插入
CrmCustomerDO existCustomer = customerMapper.selectByCustomerName(importCustomer.getName());
if (existCustomer == null) {
customerMapper.insert(BeanUtils.toBean(importCustomer, CrmCustomerDO.class));
respVO.getCreateCustomerNames().add(importCustomer.getName());
return;
}
// 如果存在，判断是否允许更新
if (!isUpdateSupport) {
respVO.getFailureCustomerNames().put(importCustomer.getName(),
StrUtil.format(CUSTOMER_NAME_EXISTS.getMsg(), importCustomer.getName()));
return;
}
CrmCustomerDO updateCustomer = BeanUtils.toBean(importCustomer, CrmCustomerDO.class);
updateCustomer.setId(existCustomer.getId());
customerMapper.updateById(updateCustomer);
respVO.getUpdateCustomerNames().add(importCustomer.getName());
});
return respVO;
}
private void validateCustomerForCreate(CrmCustomerImportExcelVO importCustomer) {
// 校验客户名称不能为空
if (StrUtil.isEmptyIfStr(importCustomer.getName())) {
throw exception(CUSTOMER_CREATE_NAME_NOT_NULL);
}
}
// ==================== 公海相关操作 ====================
@Override
@Transactional(rollbackFor = Exception.class)

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