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crm: 增加基于客户查询商机分页

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plp
YunaiV 2 years ago
parent 2d9f5cc4d0
commit db03b10d24
8 changed files with 58 additions and 106 deletions
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35
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java
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@ -1,6 +1,7 @@
package cn.iocoder.yudao.module.crm.controller.admin.business;
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.excel.core.util.ExcelUtils;
@ -8,6 +9,7 @@ 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.controller.admin.business.vo.status.CrmBusinessStatusQueryVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.type.CrmBusinessStatusTypeQueryVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO;
@ -109,7 +111,32 @@ public class CrmBusinessController {
List<CrmBusinessStatusTypeDO> statusTypeList = businessStatusTypeService.selectList(queryStatusTypeVO);
// 处理商机状态名称回显
Set<Long> statusIds = pageResult.getList().stream()
.map(CrmBusinessDO::getStatusId).filter(Objects::nonNull).collect(Collectors.toSet());
CrmBusinessStatusQueryVO queryVO = new CrmBusinessStatusQueryVO();
queryVO.setIdList(statusIds);
List<CrmBusinessStatusDO> statusList = businessStatusService.selectList(queryVO);
return success(CrmBusinessConvert.INSTANCE.convertPage(pageResult, customerList, statusTypeList, statusList));
}
@GetMapping("/page-by-customer")
@Operation(summary = "获得商机分页，基于指定客户")
public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPageByCustomer(@Valid CrmContractPageReqVO pageReqVO) {
Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByCustomer(pageReqVO);
// 处理客户名称回显
// TODO @ljlleo：可以使用 CollectionUtils.convertSet 替代常用的 stream 操作，更简洁一点；下面几个也是哈；
Set<Long> customerIds = pageResult.getList().stream()
.map(CrmBusinessDO::getCustomerId).filter(Objects::nonNull).collect(Collectors.toSet());
List<CrmCustomerDO> customerList = customerService.getCustomerList(customerIds);
// 处理商机状态类型名称回显
Set<Long> statusTypeIds = pageResult.getList().stream()
.map(CrmBusinessDO::getStatusTypeId).filter(Objects::nonNull).collect(Collectors.toSet());
CrmBusinessStatusTypeQueryVO queryStatusTypeVO = new CrmBusinessStatusTypeQueryVO();
queryStatusTypeVO.setIdList(statusTypeIds);
List<CrmBusinessStatusTypeDO> statusTypeList = businessStatusTypeService.selectList(queryStatusTypeVO);
// 处理商机状态名称回显
Set<Long> statusIds = pageResult.getList().stream()
.map(CrmBusinessDO::getStatusId).filter(Objects::nonNull).collect(Collectors.toSet());
CrmBusinessStatusQueryVO queryVO = new CrmBusinessStatusQueryVO();
queryVO.setIdList(statusIds);
List<CrmBusinessStatusDO> statusList = businessStatusService.selectList(queryVO);
@ -128,12 +155,12 @@ public class CrmBusinessController {
@Operation(summary = "导出商机 Excel")
@PreAuthorize("@ss.hasPermission('crm:business:export')")
@OperateLog(type = EXPORT)
public void exportBusinessExcel(@Valid CrmBusinessExportReqVO exportReqVO,
public void exportBusinessExcel(@Valid CrmBusinessPageReqVO exportReqVO,
HttpServletResponse response) throws IOException {
List<CrmBusinessDO> list = businessService.getBusinessList(exportReqVO);
PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPage(exportReqVO, getLoginUserId());
// 导出 Excel
List<CrmBusinessExcelVO> datas = CrmBusinessConvert.INSTANCE.convertList02(list);
ExcelUtils.write(response, "商机.xls", "数据", CrmBusinessExcelVO.class, datas);
ExcelUtils.write(response, "商机.xls", "数据", CrmBusinessExcelVO.class,
CrmBusinessConvert.INSTANCE.convertList02(pageResult.getList()));
}
@PutMapping("/transfer")

74
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessExportReqVO.java
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@ -1,74 +0,0 @@
package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
import io.swagger.v3.oas.annotations.media.Schema;
import lombok.Data;
import org.springframework.format.annotation.DateTimeFormat;
import java.math.BigDecimal;
import java.time.LocalDateTime;
import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@Schema(description = "管理后台 - 商机 Excel 导出 Request VO，参数和 CrmBusinessPageReqVO 是一致的")
@Data
public class CrmBusinessExportReqVO {
@Schema(description = "商机名称", example = "李四")
private String name;
@Schema(description = "商机状态类型编号", example = "25714")
private Long statusTypeId;
@Schema(description = "商机状态编号", example = "30320")
private Long statusId;
@Schema(description = "下次联系时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime[] contactNextTime;
@Schema(description = "客户编号", example = "10299")
private Long customerId;
@Schema(description = "预计成交日期")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime[] dealTime;
@Schema(description = "商机金额", example = "12371")
private BigDecimal price;
@Schema(description = "整单折扣")
private BigDecimal discountPercent;
@Schema(description = "产品总金额", example = "12025")
private BigDecimal productPrice;
@Schema(description = "备注", example = "随便")
private String remark;
@Schema(description = "负责人的用户编号", example = "25562")
private Long ownerUserId;
@Schema(description = "创建时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime[] createTime;
@Schema(description = "只读权限的用户编号数组")
private String roUserIds;
@Schema(description = "读写权限的用户编号数组")
private String rwUserIds;
@Schema(description = "1赢单2输单3无效", example = "1")
private Integer endStatus;
@Schema(description = "结束时的备注", example = "你说的对")
private String endRemark;
@Schema(description = "最后跟进时间")
@DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
private LocalDateTime[] contactLastTime;
@Schema(description = "跟进状态", example = "1")
private Integer followUpStatus;
}

3
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessPageReqVO.java
Unescape Escape View File

@ -15,4 +15,7 @@ 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;
}

1
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactBaseVO.java
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@ -93,7 +93,6 @@ public class CrmContactBaseVO {
@ExcelProperty(value = "最后跟进时间",order = 6)
private LocalDateTime lastTime;
@Schema(description = "负责人用户编号", example = "14334")
@NotNull(message = "负责人不能为空")
private Long ownerUserId;

22
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
Unescape Escape View File

@ -3,13 +3,12 @@ package cn.iocoder.yudao.module.crm.dal.mysql.business;
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.crm.controller.admin.business.vo.business.CrmBusinessExportReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import org.apache.ibatis.annotations.Mapper;
import java.util.Collection;
import java.util.List;
/**
* 商机 Mapper
@ -26,23 +25,10 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
.orderByDesc(CrmBusinessDO::getId));
}
default List<CrmBusinessDO> selectList(CrmBusinessExportReqVO reqVO) {
return selectList(new LambdaQueryWrapperX<CrmBusinessDO>()
default PageResult<CrmBusinessDO> selectPageByCustomer(CrmContractPageReqVO reqVO) {
return selectPage(reqVO, new LambdaQueryWrapperX<CrmBusinessDO>()
.eq(CrmBusinessDO::getCustomerId, reqVO.getCustomerId()) // 必须传递
.likeIfPresent(CrmBusinessDO::getName, reqVO.getName())
.eqIfPresent(CrmBusinessDO::getStatusTypeId, reqVO.getStatusTypeId())
.eqIfPresent(CrmBusinessDO::getStatusId, reqVO.getStatusId())
.betweenIfPresent(CrmBusinessDO::getContactNextTime, reqVO.getContactNextTime())
.eqIfPresent(CrmBusinessDO::getCustomerId, reqVO.getCustomerId())
.betweenIfPresent(CrmBusinessDO::getDealTime, reqVO.getDealTime())
.eqIfPresent(CrmBusinessDO::getPrice, reqVO.getPrice())
.eqIfPresent(CrmBusinessDO::getDiscountPercent, reqVO.getDiscountPercent())
.eqIfPresent(CrmBusinessDO::getProductPrice, reqVO.getProductPrice())
.eqIfPresent(CrmBusinessDO::getRemark, reqVO.getRemark())
.betweenIfPresent(CrmBusinessDO::getCreateTime, reqVO.getCreateTime())
.eqIfPresent(CrmBusinessDO::getEndStatus, reqVO.getEndStatus())
.eqIfPresent(CrmBusinessDO::getEndRemark, reqVO.getEndRemark())
.betweenIfPresent(CrmBusinessDO::getContactLastTime, reqVO.getContactLastTime())
.eqIfPresent(CrmBusinessDO::getFollowUpStatus, reqVO.getFollowUpStatus())
.orderByDesc(CrmBusinessDO::getId));
}

19
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
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@ -1,8 +1,13 @@
package cn.iocoder.yudao.module.crm.service.business;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.*;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessCreateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessUpdateReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import javax.validation.Valid;
import java.util.Collection;
@ -57,6 +62,8 @@ public interface CrmBusinessService {
/**
* 获得商机分页
*
* 数据权限：基于 {@link CrmBusinessDO}
*
* @param pageReqVO 分页查询
* @param userId 用户编号
* @return 商机分页
@ -64,12 +71,14 @@ public interface CrmBusinessService {
PageResult<CrmBusinessDO> getBusinessPage(CrmBusinessPageReqVO pageReqVO, Long userId);
/**
* 获得商机列表, 用于 Excel 导出
* 获得商机分页，基于指定客户
*
* @param exportReqVO 查询条件
* @return 商机列表
* 数据权限：基于 {@link CrmCustomerDO} 读取
*
* @param pageReqVO 分页查询
* @return 联系人分页
*/
List<CrmBusinessDO> getBusinessList(CrmBusinessExportReqVO exportReqVO);
PageResult<CrmBusinessDO> getBusinessPageByCustomer(CrmContractPageReqVO pageReqVO);
/**
* 商机转移

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
Unescape Escape View File

@ -4,6 +4,7 @@ import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.*;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.convert.business.CrmBusinessConvert;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
@ -116,8 +117,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
}
@Override
public List<CrmBusinessDO> getBusinessList(CrmBusinessExportReqVO exportReqVO) {
return businessMapper.selectList(exportReqVO);
@CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#pageReqVO.customerId", level = CrmPermissionLevelEnum.READ)
public PageResult<CrmBusinessDO> getBusinessPageByCustomer(CrmContractPageReqVO pageReqVO) {
return businessMapper.selectPageByCustomer(pageReqVO);
}
@Override

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
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@ -72,10 +72,10 @@ public interface CrmContactService {
*
* 数据权限：基于 {@link CrmCustomerDO} 读取
*
* @param pageVO 分页查询
* @param pageReqVO 分页查询
* @return 联系人分页
*/
PageResult<CrmContactDO> getContactPageByCustomer(CrmContactPageReqVO pageVO);
PageResult<CrmContactDO> getContactPageByCustomer(CrmContactPageReqVO pageReqVO);
/**
* 获取所有联系人列表

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