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fix:迁移客户管理到mes模块下

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HuangHuiKang 6 days ago
parent c5c7702628
commit ca8ff9dbf7
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286
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/CrmCustomerController.java
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package cn.iocoder.yudao.module.mes.controller.admin.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.map.MapUtil;
import cn.iocoder.yudao.framework.apilog.core.annotation.ApiAccessLog;
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.module.mes.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.mes.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.mes.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.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.Arrays;
import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.apilog.core.enums.OperateTypeEnum.EXPORT;
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.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static java.util.Collections.singletonList;
@Tag(name = "管理后台 - CRM 客户")
@RestController
@RequestMapping("/mes/customer")
@Validated
public class CrmCustomerController {
@Resource
private CrmCustomerService customerService;
@Resource
private DeptApi deptApi;
@Resource
private AdminUserApi adminUserApi;
@PostMapping("/create")
@Operation(summary = "创建客户")
@PreAuthorize("@ss.hasPermission('mes: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('mes: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('mes: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('mes: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('mes: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(convertSetByFlatMap(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('mes: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('mes: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('mes: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('mes: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) {
return MapUtil.empty();
}
@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('mes:customer:export')")
@ApiAccessLog(operateType = 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);
}
@PostMapping("/import")
@Operation(summary = "导入客户")
@PreAuthorize("@ss.hasPermission('mes:customer:import')")
public CommonResult<CrmCustomerImportRespVO> importExcel(@Valid 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('mes: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('mes: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('mes: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('mes: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('mes: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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yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerDistributeReqVO.java
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package cn.iocoder.yudao.module.mes.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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yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerImportExcelVO.java
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package cn.iocoder.yudao.module.mes.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
import cn.iocoder.yudao.framework.excel.core.annotations.ExcelColumnSelect;
import cn.iocoder.yudao.framework.excel.core.convert.AreaConvert;
import cn.iocoder.yudao.framework.excel.core.convert.DictConvert;
import cn.iocoder.yudao.module.mes.framework.excel.core.AreaExcelColumnSelectFunction;
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.mes.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)
@ExcelColumnSelect(functionName = AreaExcelColumnSelectFunction.NAME)
private Integer areaId;
@ExcelProperty("详细地址")
private String detailAddress;
@ExcelProperty(value = "所属行业", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_INDUSTRY)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_INDUSTRY)
private Integer industryId;
@ExcelProperty(value = "客户等级", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_LEVEL)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_LEVEL)
private Integer level;
@ExcelProperty(value = "客户来源", converter = DictConvert.class)
@DictFormat(CRM_CUSTOMER_SOURCE)
@ExcelColumnSelect(dictType = CRM_CUSTOMER_SOURCE)
private Integer source;
@ExcelProperty("备注")
private String remark;
}

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yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerImportReqVO.java
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package cn.iocoder.yudao.module.mes.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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yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerImportRespVO.java
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package cn.iocoder.yudao.module.mes.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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yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerLockReqVO.java
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package cn.iocoder.yudao.module.mes.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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yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerPageReqVO.java
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package cn.iocoder.yudao.module.mes.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.mes.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.mes.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.mes.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.mes.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.mes.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;
}

99
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerSaveReqVO.java
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package cn.iocoder.yudao.module.mes.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.mes.enums.customer.CrmCustomerLevelEnum;
import cn.iocoder.yudao.module.mes.framework.operatelog.core.CrmCustomerIndustryParseFunction;
import cn.iocoder.yudao.module.mes.framework.operatelog.core.CrmCustomerLevelParseFunction;
import cn.iocoder.yudao.module.mes.framework.operatelog.core.CrmCustomerSourceParseFunction;
import cn.iocoder.yudao.module.mes.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.mes.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;
}

39
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/controller/admin/customer/vo/customer/CrmCustomerTransferReqVO.java
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package cn.iocoder.yudao.module.mes.controller.admin.customer.vo.customer;
import cn.iocoder.yudao.module.mes.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 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;
/**
* 转移客户时，需要额外有【联系人】【商机】【合同】的 checkbox 选择。选中时，也一起转移
*/
@Schema(description = "同时转移", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
private List<Integer> toBizTypes;
}

127
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/dal/dataobject/customer/CrmCustomerDO.java
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package cn.iocoder.yudao.module.mes.dal.dataobject.customer;
import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
import cn.iocoder.yudao.module.mes.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;
}

104
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/dal/mysql/customer/CrmCustomerMapper.java
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package cn.iocoder.yudao.module.mes.dal.mysql.customer;
import cn.hutool.core.date.LocalDateTimeUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
import cn.iocoder.yudao.module.mes.controller.admin.customer.vo.customer.CrmCustomerPageReqVO;
import cn.iocoder.yudao.module.mes.dal.dataobject.customer.CrmCustomerDO;
import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
import org.apache.ibatis.annotations.Mapper;
import org.springframework.util.Assert;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.List;
@Mapper
public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
default CrmCustomerDO selectByCustomerName(String name) {
return selectOne(CrmCustomerDO::getName, name);
}
default List<CrmCustomerDO> selectListByIds(Collection<Long> ids) {
return selectList(CrmCustomerDO::getId, ids);
}
default int updateOwnerUserIdById(Long id, Long ownerUserId) {
return update(new LambdaUpdateWrapper<CrmCustomerDO>()
.eq(CrmCustomerDO::getId, id)
.set(CrmCustomerDO::getOwnerUserId, ownerUserId)
.set(CrmCustomerDO::getOwnerTime, LocalDateTime.now()));
}
default PageResult<CrmCustomerDO> selectPage(CrmCustomerPageReqVO pageReqVO) {
LambdaQueryWrapperX<CrmCustomerDO> query = buildQuery(pageReqVO)
.orderByDesc(CrmCustomerDO::getId);
return selectPage(pageReqVO, query);
}
default Long selectCountByTodayContact(Long ownerUserId) {
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
return selectCount(new LambdaQueryWrapperX<CrmCustomerDO>()
.eq(CrmCustomerDO::getOwnerUserId, ownerUserId)
.between(CrmCustomerDO::getContactNextTime, beginOfToday, endOfToday));
}
default Long selectCountByFollow(Long ownerUserId) {
return selectCount(new LambdaQueryWrapperX<CrmCustomerDO>()
.eq(CrmCustomerDO::getOwnerUserId, ownerUserId)
.eq(CrmCustomerDO::getFollowUpStatus, false));
}
default Long selectCountByPutPoolRemind(CrmCustomerPageReqVO pageReqVO, Long ownerUserId) {
return selectCount(buildQuery(pageReqVO).eq(CrmCustomerDO::getOwnerUserId, ownerUserId));
}
default PageResult<CrmCustomerDO> selectPutPoolRemindPage(CrmCustomerPageReqVO pageReqVO, Long ownerUserId) {
return selectPage(pageReqVO, buildQuery(pageReqVO).eq(CrmCustomerDO::getOwnerUserId, ownerUserId)
.orderByDesc(CrmCustomerDO::getId));
}
default List<CrmCustomerDO> selectListByAutoPool() {
return selectList(new LambdaQueryWrapperX<CrmCustomerDO>()
.isNotNull(CrmCustomerDO::getOwnerUserId)
.eq(CrmCustomerDO::getLockStatus, false)
.eq(CrmCustomerDO::getDealStatus, false));
}
static LambdaQueryWrapperX<CrmCustomerDO> buildQuery(CrmCustomerPageReqVO pageReqVO) {
LambdaQueryWrapperX<CrmCustomerDO> query = new LambdaQueryWrapperX<CrmCustomerDO>()
.likeIfPresent(CrmCustomerDO::getName, pageReqVO.getName())
.eqIfPresent(CrmCustomerDO::getMobile, pageReqVO.getMobile())
.eqIfPresent(CrmCustomerDO::getIndustryId, pageReqVO.getIndustryId())
.eqIfPresent(CrmCustomerDO::getLevel, pageReqVO.getLevel())
.eqIfPresent(CrmCustomerDO::getSource, pageReqVO.getSource())
.eqIfPresent(CrmCustomerDO::getFollowUpStatus, pageReqVO.getFollowUpStatus());
if (pageReqVO.getPool() != null) {
if (Boolean.TRUE.equals(pageReqVO.getPool())) {
query.isNull(CrmCustomerDO::getOwnerUserId);
} else {
query.isNotNull(CrmCustomerDO::getOwnerUserId);
}
}
if (ObjUtil.isNotNull(pageReqVO.getContactStatus())) {
Assert.isNull(pageReqVO.getPool(), "pool 必须是 null");
LocalDateTime beginOfToday = LocalDateTimeUtil.beginOfDay(LocalDateTime.now());
LocalDateTime endOfToday = LocalDateTimeUtil.endOfDay(LocalDateTime.now());
if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_TODAY)) {
query.between(CrmCustomerDO::getContactNextTime, beginOfToday, endOfToday);
} else if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_EXPIRED)) {
query.lt(CrmCustomerDO::getContactNextTime, beginOfToday);
} else if (pageReqVO.getContactStatus().equals(CrmCustomerPageReqVO.CONTACT_ALREADY)) {
query.between(CrmCustomerDO::getContactLastTime, beginOfToday, endOfToday);
} else {
throw new IllegalArgumentException("未知联系状态：" + pageReqVO.getContactStatus());
}
}
return query;
}
}

19
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/enums/DictTypeConstants.java
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package cn.iocoder.yudao.module.mes.enums;
/**
* CRM 字典类型的枚举类
*
* @author 芋道源码
*/
public interface DictTypeConstants {
String CRM_CUSTOMER_INDUSTRY = "crm_customer_industry"; // CRM 客户所属行业
String CRM_CUSTOMER_LEVEL = "crm_customer_level"; // CRM 客户等级
String CRM_CUSTOMER_SOURCE = "crm_customer_source"; // CRM 客户来源
String CRM_AUDIT_STATUS = "crm_audit_status"; // CRM 审批状态
String CRM_PRODUCT_UNIT = "crm_product_unit"; // CRM 产品单位
String CRM_PRODUCT_STATUS = "crm_product_status"; // CRM 产品状态
String CRM_FOLLOW_UP_TYPE = "crm_follow_up_type"; // CRM 跟进方式
String CRM_RECEIVABLE_RETURN_TYPE = "crm_receivable_return_type"; // CRM 回款方式
}

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

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

60
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/enums/permission/CrmPermissionLevelEnum.java
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package cn.iocoder.yudao.module.mes.enums.permission;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.ObjUtil;
import cn.iocoder.yudao.framework.common.core.IntArrayValuable;
import lombok.AllArgsConstructor;
import lombok.Getter;
import java.util.Arrays;
/**
* CRM 数据权限级别枚举
*
* OWNER > WRITE > READ
*
* @author HUIHUI
*/
@Getter
@AllArgsConstructor
public enum CrmPermissionLevelEnum implements IntArrayValuable {
OWNER(1, "负责人"),
READ(2, "只读"),
WRITE(3, "读写");
public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmPermissionLevelEnum::getLevel).toArray();
/**
* 级别
*/
private final Integer level;
/**
* 级别名称
*/
private final String name;
@Override
public int[] array() {
return ARRAYS;
}
public static boolean isOwner(Integer level) {
return ObjUtil.equal(OWNER.level, level);
}
public static boolean isRead(Integer level) {
return ObjUtil.equal(READ.level, level);
}
public static boolean isWrite(Integer level) {
return ObjUtil.equal(WRITE.level, level);
}
public static String getNameByLevel(Integer level) {
CrmPermissionLevelEnum typeEnum = CollUtil.findOne(CollUtil.newArrayList(CrmPermissionLevelEnum.values()),
item -> ObjUtil.equal(item.level, level));
return typeEnum == null ? null : typeEnum.getName();
}
}

33
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/framework/excel/core/AreaExcelColumnSelectFunction.java
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package cn.iocoder.yudao.module.mes.framework.excel.core;
import cn.iocoder.yudao.framework.excel.core.function.ExcelColumnSelectFunction;
import cn.iocoder.yudao.framework.ip.core.Area;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import org.springframework.stereotype.Service;
import java.util.List;
/**
* 地区下拉框数据源的 {@link ExcelColumnSelectFunction} 实现类
*
* @author HUIHUI
*/
@Service
public class AreaExcelColumnSelectFunction implements ExcelColumnSelectFunction {
public static final String NAME = "getCrmAreaNameList"; // 防止和别的模块重名
@Override
public String getName() {
return NAME;
}
@Override
public List<String> getOptions() {
// 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);
return AreaUtils.getAreaNodePathList(area.getChildren());
}
}

40
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/framework/operatelog/core/CrmCustomerIndustryParseFunction.java
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package cn.iocoder.yudao.module.mes.framework.operatelog.core;
import cn.hutool.core.util.StrUtil;
import cn.iocoder.yudao.framework.dict.core.DictFrameworkUtils;
import com.mzt.logapi.service.IParseFunction;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
import static cn.iocoder.yudao.module.mes.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
/**
* 行业的 {@link IParseFunction} 实现类
*
* @author HUIHUI
*/
@Component
@Slf4j
public class CrmCustomerIndustryParseFunction implements IParseFunction {
public static final String NAME = "getCustomerIndustry";
@Override
public boolean executeBefore() {
return true; // 先转换值后对比
}
@Override
public String functionName() {
return NAME;
}
@Override
public String apply(Object value) {
if (StrUtil.isEmptyIfStr(value)) {
return "";
}
return DictFrameworkUtils.getDictDataLabel(CRM_CUSTOMER_INDUSTRY, value.toString());
}
}

40
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/framework/operatelog/core/CrmCustomerLevelParseFunction.java
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package cn.iocoder.yudao.module.mes.framework.operatelog.core;
import cn.hutool.core.util.StrUtil;
import cn.iocoder.yudao.framework.dict.core.DictFrameworkUtils;
import com.mzt.logapi.service.IParseFunction;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
import static cn.iocoder.yudao.module.mes.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL;
/**
* 客户等级的 {@link IParseFunction} 实现类
*
* @author HUIHUI
*/
@Component
@Slf4j
public class CrmCustomerLevelParseFunction implements IParseFunction {
public static final String NAME = "getCustomerLevel";
@Override
public boolean executeBefore() {
return true; // 先转换值后对比
}
@Override
public String functionName() {
return NAME;
}
@Override
public String apply(Object value) {
if (StrUtil.isEmptyIfStr(value)) {
return "";
}
return DictFrameworkUtils.getDictDataLabel(CRM_CUSTOMER_LEVEL, value.toString());
}
}

40
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/framework/operatelog/core/CrmCustomerSourceParseFunction.java
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package cn.iocoder.yudao.module.mes.framework.operatelog.core;
import cn.hutool.core.util.StrUtil;
import cn.iocoder.yudao.framework.dict.core.DictFrameworkUtils;
import com.mzt.logapi.service.IParseFunction;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
import static cn.iocoder.yudao.module.mes.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE;
/**
* CRM 客户来源的 {@link IParseFunction} 实现类
*
* @author HUIHUI
*/
@Component
@Slf4j
public class CrmCustomerSourceParseFunction implements IParseFunction {
public static final String NAME = "getCustomerSource";
@Override
public boolean executeBefore() {
return true; // 先转换值后对比
}
@Override
public String functionName() {
return NAME;
}
@Override
public String apply(Object value) {
if (StrUtil.isEmptyIfStr(value)) {
return "";
}
return DictFrameworkUtils.getDictDataLabel(CRM_CUSTOMER_SOURCE, value.toString());
}
}

38
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/framework/operatelog/core/SysAreaParseFunction.java
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package cn.iocoder.yudao.module.mes.framework.operatelog.core;
import cn.hutool.core.util.StrUtil;
import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
import com.mzt.logapi.service.IParseFunction;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
/**
* 地名的 {@link IParseFunction} 实现类
*
* @author HUIHUI
*/
@Slf4j
@Component
public class SysAreaParseFunction implements IParseFunction {
public static final String NAME = "getArea";
@Override
public boolean executeBefore() {
return true; // 先转换值后对比
}
@Override
public String functionName() {
return NAME;
}
@Override
public String apply(Object value) {
if (StrUtil.isEmptyIfStr(value)) {
return "";
}
return AreaUtils.format(Integer.parseInt(value.toString()));
}
}

200
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/service/customer/CrmCustomerService.java
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package cn.iocoder.yudao.module.mes.service.customer;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.mes.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.mes.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.mes.service.customer.bo.CrmCustomerCreateReqBO;
import javax.validation.Valid;
import java.time.LocalDateTime;
import java.util.Collection;
import java.util.HashMap;
import java.util.List;
import java.util.Map;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
/**
* 客户 Service 接口
*
* @author Wanwan
*/
public interface CrmCustomerService {
/**
* 创建客户
*
* @param createReqVO 创建信息
* @param userId 用户编号
* @return 编号
*/
Long createCustomer(@Valid CrmCustomerSaveReqVO createReqVO, Long userId);
/**
* 更新客户
*
* @param updateReqVO 更新信息
*/
void updateCustomer(@Valid CrmCustomerSaveReqVO updateReqVO);
/**
* 更新客户的跟进状态
*
* @param id 编号
* @param dealStatus 跟进状态
*/
void updateCustomerDealStatus(Long id, Boolean dealStatus);
/**
* 更新客户相关的跟进信息
*
* @param id 编号
* @param contactNextTime 下次联系时间
* @param contactLastContent 最后联系内容
*/
void updateCustomerFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
/**
* 删除客户
*
* @param id 编号
*/
void deleteCustomer(Long id);
/**
* 获得客户
*
* @param id 编号
* @return 客户
*/
CrmCustomerDO getCustomer(Long id);
/**
* 获得客户列表
*
* @param ids 客户编号数组
* @return 客户列表
* @author ljlleo
*/
List<CrmCustomerDO> getCustomerList(Collection<Long> ids);
/**
* 获得客户 Map
*
* @param ids 客户编号数组
* @return 客户 Map
*/
default Map<Long, CrmCustomerDO> getCustomerMap(Collection<Long> ids) {
if(ids.isEmpty())return new HashMap<>();
return convertMap(getCustomerList(ids), CrmCustomerDO::getId);
}
/**
* 获得客户分页
*
* @param pageReqVO 分页查询
* @param userId 用户编号
* @return 客户分页
*/
PageResult<CrmCustomerDO> getCustomerPage(CrmCustomerPageReqVO pageReqVO, Long userId);
/**
* 获得放入公海提醒的客户分页
*
* @param pageVO 分页查询
* @param userId 用户编号
* @return 客户分页
*/
PageResult<CrmCustomerDO> getPutPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO, Long userId);
/**
* 获得待进入公海的客户数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getPutPoolRemindCustomerCount(Long userId);
/**
* 获得今日需联系客户数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getTodayContactCustomerCount(Long userId);
/**
* 获得分配给我的客户数量
*
* @param userId 用户编号
* @return 提醒数量
*/
Long getFollowCustomerCount(Long userId);
/**
* 校验客户是否存在
*
* @param id 编号
*/
void validateCustomer(Long id);
/**
* 客户转移
*
* @param reqVO 请求
* @param userId 用户编号
*/
void transferCustomer(CrmCustomerTransferReqVO reqVO, Long userId);
/**
* 锁定/解锁客户
*
* @param lockReqVO 更新信息
* @param userId 用户编号
*/
void lockCustomer(@Valid CrmCustomerLockReqVO lockReqVO, Long userId);
/**
* 创建客户
*
* @param customerCreateReq 请求信息
* @param userId 用户编号
* @return 客户列表
*/
Long createCustomer(CrmCustomerCreateReqBO customerCreateReq, Long userId);
/**
* 批量导入客户
*
* @param importCustomers 导入客户列表
* @param importReqVO 请求
* @return 导入结果
*/
CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers, CrmCustomerImportReqVO importReqVO);
// ==================== 公海相关操作 ====================
/**
* 客户放入公海
*
* @param id 客户编号
*/
void putCustomerPool(Long id);
/**
* 领取公海客户
*
* @param ids 要领取的客户编号数组
* @param ownerUserId 负责人
* @param isReceive 是/否领取；true - 领取；false - 分配
*/
void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
/**
* 【系统】客户自动掉入公海
*
* @return 掉入公海数量
*/
int autoPutCustomerPool();
}

249
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/service/customer/CrmCustomerServiceImpl.java
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package cn.iocoder.yudao.module.mes.service.customer;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.util.StrUtil;
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.object.BeanUtils;
import cn.iocoder.yudao.module.mes.controller.admin.customer.vo.customer.*;
import cn.iocoder.yudao.module.mes.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.mes.dal.mysql.customer.CrmCustomerMapper;
import cn.iocoder.yudao.module.mes.service.customer.bo.CrmCustomerCreateReqBO;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
import javax.annotation.Resource;
import java.time.LocalDateTime;
import java.util.*;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.module.mes.enums.ErrorCodeConstants.*;
@Service
@Slf4j
@Validated
public class CrmCustomerServiceImpl implements CrmCustomerService {
@Resource
private CrmCustomerMapper customerMapper;
@Override
@Transactional(rollbackFor = Exception.class)
public Long createCustomer(CrmCustomerSaveReqVO createReqVO, Long userId) {
createReqVO.setId(null);
validateCustomerForCreate(createReqVO.getName());
CrmCustomerDO customer = initCustomer(createReqVO, userId);
customerMapper.insert(customer);
return customer.getId();
}
@Override
@Transactional(rollbackFor = Exception.class)
public void updateCustomer(CrmCustomerSaveReqVO updateReqVO) {
validateCustomerExists(updateReqVO.getId());
validateCustomerNameUnique(updateReqVO.getName(), updateReqVO.getId());
CrmCustomerDO updateObj = BeanUtils.toBean(updateReqVO, CrmCustomerDO.class);
if (updateObj.getOwnerUserId() != null) {
updateObj.setOwnerTime(LocalDateTime.now());
}
customerMapper.updateById(updateObj);
}
@Override
public void updateCustomerDealStatus(Long id, Boolean dealStatus) {
CrmCustomerDO customer = validateCustomerExists(id);
if (Objects.equals(customer.getDealStatus(), dealStatus)) {
throw exception(CUSTOMER_UPDATE_DEAL_STATUS_FAIL);
}
customerMapper.updateById(new CrmCustomerDO().setId(id).setDealStatus(dealStatus));
}
@Override
public void updateCustomerFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent) {
validateCustomerExists(id);
customerMapper.updateById(new CrmCustomerDO().setId(id)
.setContactNextTime(contactNextTime)
.setContactLastTime(LocalDateTime.now())
.setContactLastContent(contactLastContent)
.setFollowUpStatus(true));
}
@Override
public void deleteCustomer(Long id) {
validateCustomerExists(id);
customerMapper.deleteById(id);
}
@Override
public CrmCustomerDO getCustomer(Long id) {
return customerMapper.selectById(id);
}
@Override
public List<CrmCustomerDO> getCustomerList(Collection<Long> ids) {
if (CollUtil.isEmpty(ids)) {
return Collections.emptyList();
}
return customerMapper.selectListByIds(ids);
}
@Override
public PageResult<CrmCustomerDO> getCustomerPage(CrmCustomerPageReqVO pageReqVO, Long userId) {
return customerMapper.selectPage(pageReqVO);
}
@Override
public PageResult<CrmCustomerDO> getPutPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO, Long userId) {
return customerMapper.selectPutPoolRemindPage(pageVO, userId);
}
@Override
public Long getPutPoolRemindCustomerCount(Long userId) {
return customerMapper.selectCountByPutPoolRemind(new CrmCustomerPageReqVO(), userId);
}
@Override
public Long getTodayContactCustomerCount(Long userId) {
return customerMapper.selectCountByTodayContact(userId);
}
@Override
public Long getFollowCustomerCount(Long userId) {
return customerMapper.selectCountByFollow(userId);
}
@Override
public void validateCustomer(Long id) {
validateCustomerExists(id);
}
@Override
@Transactional(rollbackFor = Exception.class)
public void transferCustomer(CrmCustomerTransferReqVO reqVO, Long userId) {
validateCustomerExists(reqVO.getId());
customerMapper.updateById(new CrmCustomerDO().setId(reqVO.getId())
.setOwnerUserId(reqVO.getNewOwnerUserId())
.setOwnerTime(LocalDateTime.now()));
}
@Override
public void lockCustomer(CrmCustomerLockReqVO lockReqVO, Long userId) {
CrmCustomerDO customer = validateCustomerExists(lockReqVO.getId());
if (Objects.equals(customer.getLockStatus(), lockReqVO.getLockStatus())) {
throw exception(Boolean.TRUE.equals(lockReqVO.getLockStatus()) ? CUSTOMER_LOCK_FAIL_IS_LOCK : CUSTOMER_UNLOCK_FAIL_IS_UNLOCK);
}
customerMapper.updateById(new CrmCustomerDO().setId(lockReqVO.getId()).setLockStatus(lockReqVO.getLockStatus()));
}
@Override
@Transactional(rollbackFor = Exception.class)
public Long createCustomer(CrmCustomerCreateReqBO createReqBO, Long userId) {
validateCustomerForCreate(createReqBO.getName());
CrmCustomerDO customer = initCustomer(createReqBO, userId);
customerMapper.insert(customer);
return customer.getId();
}
@Override
public CrmCustomerImportRespVO importCustomerList(List<CrmCustomerImportExcelVO> importCustomers,
CrmCustomerImportReqVO importReqVO) {
importCustomers = CollectionUtils.filterList(importCustomers, item -> Objects.nonNull(item.getName()));
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();
for (CrmCustomerImportExcelVO importCustomer : importCustomers) {
try {
validateCustomerForCreate(importCustomer.getName());
} catch (ServiceException ex) {
CrmCustomerDO existCustomer = customerMapper.selectByCustomerName(importCustomer.getName());
if (existCustomer == null || !Boolean.TRUE.equals(importReqVO.getUpdateSupport())) {
respVO.getFailureCustomerNames().put(importCustomer.getName(), ex.getMessage());
continue;
}
CrmCustomerDO updateCustomer = BeanUtils.toBean(importCustomer, CrmCustomerDO.class)
.setId(existCustomer.getId());
customerMapper.updateById(updateCustomer);
respVO.getUpdateCustomerNames().add(importCustomer.getName());
continue;
}
CrmCustomerDO customer = initCustomer(importCustomer, importReqVO.getOwnerUserId());
customerMapper.insert(customer);
respVO.getCreateCustomerNames().add(importCustomer.getName());
}
return respVO;
}
@Override
public void putCustomerPool(Long id) {
CrmCustomerDO customer = validateCustomerExists(id);
if (customer.getOwnerUserId() == null) {
throw exception(CUSTOMER_IN_POOL, customer.getName());
}
if (Boolean.TRUE.equals(customer.getLockStatus())) {
throw exception(CUSTOMER_LOCKED_PUT_POOL_FAIL, customer.getName());
}
customerMapper.updateById(new CrmCustomerDO().setId(id).setOwnerUserId(null).setOwnerTime(null));
}
@Override
public void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive) {
if (CollUtil.isEmpty(ids)) {
return;
}
for (Long id : ids) {
validateCustomerExists(id);
customerMapper.updateById(new CrmCustomerDO().setId(id)
.setOwnerUserId(ownerUserId)
.setOwnerTime(LocalDateTime.now()));
}
}
@Override
public int autoPutCustomerPool() {
List<CrmCustomerDO> customers = customerMapper.selectListByAutoPool();
for (CrmCustomerDO customer : customers) {
putCustomerPool(customer.getId());
}
return customers.size();
}
private CrmCustomerDO initCustomer(Object source, Long userId) {
CrmCustomerDO customer = BeanUtils.toBean(source, CrmCustomerDO.class);
customer.setOwnerUserId(customer.getOwnerUserId() != null ? customer.getOwnerUserId() : userId);
customer.setOwnerTime(customer.getOwnerUserId() != null ? LocalDateTime.now() : null);
customer.setFollowUpStatus(Boolean.FALSE);
customer.setLockStatus(Boolean.FALSE);
customer.setDealStatus(Boolean.FALSE);
return customer;
}
private CrmCustomerDO validateCustomerExists(Long id) {
CrmCustomerDO customer = customerMapper.selectById(id);
if (customer == null) {
throw exception(CUSTOMER_NOT_EXISTS);
}
return customer;
}
private void validateCustomerForCreate(String name) {
if (StrUtil.isBlank(name)) {
throw exception(CUSTOMER_CREATE_NAME_NOT_NULL);
}
validateCustomerNameUnique(name, null);
}
private void validateCustomerNameUnique(String name, Long id) {
CrmCustomerDO customer = customerMapper.selectByCustomerName(name);
if (customer != null && !Objects.equals(customer.getId(), id)) {
throw exception(CUSTOMER_NAME_EXISTS, name);
}
}
}

121
yudao-module-mes/yudao-module-mes-biz/src/main/java/cn/iocoder/yudao/module/mes/service/customer/bo/CrmCustomerCreateReqBO.java
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package cn.iocoder.yudao.module.mes.service.customer.bo;
import cn.iocoder.yudao.framework.common.validation.Mobile;
import cn.iocoder.yudao.framework.common.validation.Telephone;
import cn.iocoder.yudao.module.mes.enums.DictTypeConstants;
import javax.validation.constraints.Email;
import javax.validation.constraints.NotEmpty;
import javax.validation.constraints.Size;
import lombok.Data;
import java.time.LocalDateTime;
/**
* 客户创建 Create Req BO
*
* @author HUIHUI
*/
@Data
public class CrmCustomerCreateReqBO {
/**
* 客户名称
*/
@NotEmpty(message = "客户名称不能为空")
private String name;
/**
* 跟进状态
*/
private Boolean followUpStatus;
/**
* 锁定状态
*/
private Boolean lockStatus;
/**
* 成交状态
*/
private Boolean dealStatus;
/**
* 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;
/**
* 手机
*/
@Mobile
private String mobile;
/**
* 电话
*/
@Telephone
private String telephone;
/**
* QQ
*/
private String qq;
/**
* wechat
*/
private String wechat;
/**
* 邮箱
*/
@Email(message = "邮箱格式不正确")
private String email;
/**
* 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;
/**
* 备注
*/
private String remark;
/**
* 负责人的用户编号
*
* 关联 AdminUserDO 的 id 字段
*/
private Long ownerUserId;
/**
* 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;
/**
* 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;
}
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