feat(crm): 添加线索跟进任务并优化客户导入功能

- 新增线索跟进任务定时 job,自动更新三天未跟进的线索状态- 优化客户导入功能,增加重复客户检测和提示
- 添加合同编号字段到发票响应 VO- 修改合同列表获取逻辑,支持下属和自己的合同查询
-优化发票列表查询,支持关系筛选
- 新增商机状态更新接口
This commit is contained in:
aikai 2025-03-13 15:20:39 +08:00
parent 32309d2842
commit 92850e2d12
32 changed files with 336 additions and 123 deletions

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@ -37,7 +37,6 @@ import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUti
* OA 合同审批 Controller
*
* @author 符溶馨
*/
@Tag(name = "管理后台 - OA 合同审批")
@RestController
@ -68,7 +67,6 @@ public class BpmOAContractController {
@Operation(summary = "获得合同审批")
@Parameter(name = "id", description = "编号", required = true, example = "1024")
public CommonResult<BpmOAContractRespVO> getContract(@RequestParam("id") Long id) {
BpmOAContractDO contract = contractService.getContract(id);
BpmOAContractRespVO respVO = BpmOAContractConvert.INSTANCE.convert(contract);
if (respVO != null) {
@ -137,15 +135,12 @@ public class BpmOAContractController {
return success(contractService.getContractPage(pageReqVO));
}
@GetMapping("/getListByDeptId")
@Operation(summary = "获得同部门的销售合同")
public CommonResult<List<BpmOAContractRespVO>> getListByDeptId() {
// 获取同部门所有用户id
List<Long> userIds = userApi.getUserIdsByUserIdGroupByDept(getLoginUserId()).getCheckedData();
List<BpmOAContractDO> contracts = contractService.getListByDeptId(userIds);
@GetMapping("/getList")
@Operation(summary = "获取下属和自己的合同列表")
public CommonResult<List<BpmOAContractRespVO>> getList(@RequestParam(required = false) String relation,
@RequestParam(required = false) Integer contractType,
@RequestParam(required = false) String contractName) {
List<BpmOAContractDO> contracts = contractService.getList(relation, contractType, contractName);
return success(BeanUtils.toBean(contracts, BpmOAContractRespVO.class));
}

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@ -26,6 +26,9 @@ public class BpmOAInvoiceRespVO extends BpmOABaseRespVO {
@Schema(description = "合同名称", requiredMode = Schema.RequiredMode.NOT_REQUIRED)
private String contractName;
@Schema(description = "合同编号", requiredMode = Schema.RequiredMode.NOT_REQUIRED)
private String contractNo;
@Schema(description = "关联合同流程实例编号", requiredMode = Schema.RequiredMode.NOT_REQUIRED)
private String contractInstanceId;

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@ -16,32 +16,17 @@ import java.util.Objects;
public interface BpmOAInvoiceMapper extends BaseMapperX<BpmOAInvoiceDO> {
default PageResult<BpmOAInvoiceRespVO> selectPage(BpmOAInvoicePageReqVO pageReqVO,
Long userId) {
List<Long> userIds) {
MPJLambdaWrapperX<BpmOAInvoiceDO> query = new MPJLambdaWrapperX<>();
query.selectAll(BpmOAInvoiceDO.class);
query.selectAs(BpmOAContractDO::getContractName, BpmOAInvoiceRespVO::getContractName);
query.selectAs(BpmOAContractDO::getCustomerName, BpmOAInvoiceRespVO::getCustomerName);
query.selectAs(BpmOAContractDO::getContractNo, BpmOAInvoiceRespVO::getContractNo);
query.leftJoin(BpmOAContractDO.class, "c", BpmOAContractDO::getId, BpmOAInvoiceDO::getContractId);
query.apply(Objects.nonNull(pageReqVO.getContractName()), "c.contract_name LIKE CONCAT('%', {0}, '%')", pageReqVO.getContractName());
query.apply(Objects.nonNull(pageReqVO.getCustomerName()), "c.customer_name LIKE CONCAT('%', {0}, '%')", pageReqVO.getCustomerName());
if ("my".equals(pageReqVO.getRelation())) {
query.eq(BpmOAContractDO::getUserId, userId);
}else if ("sub".equals(pageReqVO.getRelation())){
query.innerJoin("(" +
"\tSELECT DISTINCT\n" +
"\t\tu.id \n" +
"\tFROM\n" +
"\t\tsystem_users u\n" +
"\t\tINNER JOIN system_dept d ON d.leader_user_id = "+ userId +"\n" +
"\t\tINNER JOIN system_dept d1 ON d1.flag LIKE CONCAT( '%', d.id, '-' ) \n" +
"\t\tOR d1.flag LIKE CONCAT( '%-', d.id, '-%' ) \n" +
"\t\tOR d1.flag LIKE CONCAT( '-', d.id, '%' ) \n" +
"\tWHERE\n" +
"\t\tu.dept_id = d1.id \n" +
"\t\tAND u.STATUS = 0 \n" +
"\t) subordinate ON subordinate.id = t.user_id");
}
query.in(BpmOAInvoiceDO::getUserId, userIds);
query.orderByDesc(BpmOAInvoiceDO::getCreateTime);
return selectJoinPage(pageReqVO, BpmOAInvoiceRespVO.class, query);

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@ -127,4 +127,11 @@ public interface BpmOAContractService {
* @param contractIds
*/
void updateSettlementFlagByIds(List<Long> contractIds);
/**
* 获取下属和自己的合同列表
*
* @return
*/
List<BpmOAContractDO> getList(String relation, Integer contractType, String contractName);
}

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@ -2,9 +2,7 @@ package cn.iocoder.yudao.module.bpm.service.oa;
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.CollectionUtil;
import cn.hutool.core.util.NumberUtil;
import cn.iocoder.yudao.framework.common.enums.ShopCommonEnum;
import cn.iocoder.yudao.framework.common.exception.ErrorCode;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.pojo.UploadUserFile;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
@ -18,6 +16,7 @@ import cn.iocoder.yudao.module.bpm.dal.mysql.oa.BpmOAContractMapper;
import cn.iocoder.yudao.module.bpm.enums.task.BpmProcessInstanceResultEnum;
import cn.iocoder.yudao.module.bpm.service.task.BpmHistoryProcessInstanceService;
import cn.iocoder.yudao.module.bpm.service.task.BpmProcessInstanceService;
import cn.iocoder.yudao.module.hrm.api.crmbusiness.BusinessApi;
import cn.iocoder.yudao.module.hrm.api.crmcontract.ContractApi;
import cn.iocoder.yudao.module.hrm.api.crmcontract.dto.CrmContractProductDTO;
import cn.iocoder.yudao.module.hrm.api.crmcustomer.CrmCustomerApi;
@ -25,8 +24,6 @@ import cn.iocoder.yudao.module.hrm.api.crmcustomer.dto.CrmCustomerDTO;
import cn.iocoder.yudao.module.hrm.api.userlivetree.UserLiveTreeApi;
import cn.iocoder.yudao.module.product.api.storeproduct.StoreProductApi;
import cn.iocoder.yudao.module.product.api.storeproductattrvalue.StoreProductAttrValueApi;
import cn.iocoder.yudao.module.product.api.storeproductattrvalue.dto.StoreProductAttrValueApiDTO;
import cn.iocoder.yudao.module.product.api.storeproductattrvalue.vo.StoreProductAttrValueApiVO;
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;
@ -107,7 +104,8 @@ public class BpmOAContractServiceImpl extends BpmOABaseService implements BpmOAC
@Resource
private CrmCustomerApi customerApi;
@Resource
private BusinessApi businessApi;
@Resource
private UserLiveTreeApi userLiveTreeApi;
@ -206,13 +204,15 @@ public class BpmOAContractServiceImpl extends BpmOABaseService implements BpmOAC
ProcessInstance instance = processInstanceService.getProcessInstance(processInstanceId);
if (instance.isEnded()) {
// 审批通过后更新客户成交信息
customerApi.updateCustomerPurchaseTotal(new CrmCustomerDTO()
.setId(contract.getCustomerId())
.setDealStatus(ShopCommonEnum.IS_STATUS_1.getValue())
.setDealTime(LocalDateTime.now())
.setPurchaseTotal(contract.getContractMoney()));
// 审批通过后更新商机状态
businessApi.updateIsEnd(contract.getBusinessId(), ShopCommonEnum.IS_STATUS_1.getValue());
}
}
@ -354,6 +354,27 @@ public class BpmOAContractServiceImpl extends BpmOABaseService implements BpmOAC
.in(BpmOAContractDO::getId, contractIds));
}
@Override
public List<BpmOAContractDO> getList(String relation, Integer contractType, String contractName) {
List<Long> userIds = new ArrayList<>();
Long id = getLoginUserId();
if ("my".equals(relation)) {
userIds.add(id);
} else if ("sub".equals(relation)) {
// 查询当前用户 所有下级用户编号
userIds.addAll(userLiveTreeApi.getItemIdsByUserId(id).getCheckedData());
}
userIds.add(id);
if (CollUtil.isNotEmpty(userIds)) {
return contractMapper.selectList(new LambdaQueryWrapperX<BpmOAContractDO>()
.in(BpmOAContractDO::getUserId, userIds)
.eqIfPresent(BpmOAContractDO::getContractType, contractType)
.likeIfPresent(BpmOAContractDO::getContractName, contractName)
.eq(BpmOAContractDO::getResult, BpmProcessInstanceResultEnum.APPROVE.getResult()));
}
return Collections.emptyList();
}
public static BigDecimal calculatePercentageChange(Object today, Object yesterday) {
// 转换为 BigDecimal 进行高精度计算

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@ -14,6 +14,7 @@ import cn.iocoder.yudao.module.bpm.dal.dataobject.oa.BpmOAInvoiceDO;
import cn.iocoder.yudao.module.bpm.dal.mysql.oa.BpmOAInvoiceMapper;
import cn.iocoder.yudao.module.bpm.enums.task.BpmProcessInstanceResultEnum;
import cn.iocoder.yudao.module.bpm.service.task.BpmHistoryProcessInstanceService;
import cn.iocoder.yudao.module.hrm.api.userlivetree.UserLiveTreeApi;
import org.redisson.api.RLock;
import org.redisson.api.RedissonClient;
import org.springframework.stereotype.Service;
@ -22,6 +23,7 @@ import org.springframework.validation.annotation.Validated;
import javax.annotation.Resource;
import java.math.BigDecimal;
import java.util.ArrayList;
import java.util.HashMap;
import java.util.List;
import java.util.Map;
@ -36,11 +38,10 @@ import static cn.iocoder.yudao.module.bpm.enums.ErrorCodeConstants.*;
* OA 开票申请 Service 实现类
*
* @author 符溶馨
*/
@Service
@Validated
public class BpmOAInvoiceServiceImpl extends BpmOABaseService implements BpmOAInvoiceService{
public class BpmOAInvoiceServiceImpl extends BpmOABaseService implements BpmOAInvoiceService {
/**
* OA 开票申请对应的流程定义 KEY
@ -61,6 +62,8 @@ public class BpmOAInvoiceServiceImpl extends BpmOABaseService implements BpmOAIn
@Resource
private RedissonClient redissonClient;
@Resource
private UserLiveTreeApi userLiveTreeApi;
@Override
@Transactional(rollbackFor = Exception.class)
@ -74,7 +77,7 @@ public class BpmOAInvoiceServiceImpl extends BpmOABaseService implements BpmOAIn
.setUserId(userId)
.setStatus(0)
.setResult(BpmProcessInstanceResultEnum.PROCESS.getResult());
invoiceMapper.insert(invoice) ;
invoiceMapper.insert(invoice);
// 发起 BPM 流程
Map<String, Object> processInstanceVariables = new HashMap<>();
@ -90,10 +93,10 @@ public class BpmOAInvoiceServiceImpl extends BpmOABaseService implements BpmOAIn
historyProcessInstanceService.createHistoryProcessInstance(processInstanceId, createReqVO.getProcessInstanceId());
}
List<UploadUserFile> fileItems = createReqVO.getFileItems() ;
List<UploadUserFile> fileItems = createReqVO.getFileItems();
//这里的逻辑如果fileItems不为空且有数据那么说明是上传了附件的则需要更工作流文件表对应的实例Id
if (fileItems != null && !fileItems.isEmpty()) {
uploadBpmFileProcessInstanceId(processInstanceId,fileItems) ;
uploadBpmFileProcessInstanceId(processInstanceId, fileItems);
}
return invoice.getId();
@ -184,8 +187,14 @@ public class BpmOAInvoiceServiceImpl extends BpmOABaseService implements BpmOAIn
@Override
public PageResult<BpmOAInvoiceRespVO> getInvoicePage(BpmOAInvoicePageReqVO pageReqVO) {
return invoiceMapper.selectPage(pageReqVO, getLoginUserId());
Long loginUserId = getLoginUserId();
List<Long> userIds = new ArrayList<>();
if ("my".equals(pageReqVO.getRelation())) {
userIds.add(loginUserId);
} else {
userIds = userLiveTreeApi.getItemIdsByUserId(loginUserId).getCheckedData();
}
return invoiceMapper.selectPage(pageReqVO, userIds);
}
@Override

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@ -28,4 +28,9 @@ public interface BusinessApi {
@Operation(summary = "获得商机所绑定产品信息")
@Parameter(name = "businessId", description = "商机编号", required = true)
CommonResult<List<CrmBusinessProductDTO>> getBusinessProduct(@RequestParam("businessId") Long businessId);
@GetMapping(PREFIX + "/updateIsEnd")
@Operation(summary = "更新商机状态")
@Parameter(name = "id", description = "ID", required = true)
CommonResult<Boolean> updateIsEnd(@RequestParam("id") Long id, @RequestParam("isEnd") Integer isEnd);
}

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@ -16,5 +16,6 @@ public interface ErrorCodeConstants {
ErrorCode ACHIEVEMENT_NOT_EXISTS = new ErrorCode(200009, "业绩目标不存在");
ErrorCode NOT_EDITABLE_UNTIL_SALES_TARGET_HAS_BEEN_APPLIED = new ErrorCode(200010, "未申请销售目标前不可编辑");
ErrorCode THIS_CUSTOMER_ALREADY_EXISTS_IN_THE_SYSTEM_AND_CANNOT_BE_ENTERED_REPEATEDLY = new ErrorCode(200011, "系统已存在该客户,不可重复录入");
ErrorCode THIS_CUSTOMER_ALREADY_EXISTS_IN_THE_SYSTEM_DO_YOU_WANT_TO_CONTINUE_ADDING = new ErrorCode(200012, "系统已存在该客户,是否继续添加");
}

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@ -12,7 +12,6 @@ import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.RestController;
import javax.annotation.Resource;
import java.util.List;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
@ -38,4 +37,10 @@ public class BusinessApiImpl implements BusinessApi {
List<CrmBusinessProductDO> businessProductList = businessService.getBusinessProductListByBusinessId(businessId);
return success(BeanUtils.toBean(businessProductList, CrmBusinessProductDTO.class));
}
@Override
public CommonResult<Boolean> updateIsEnd(Long id, Integer isEnd) {
businessService.updateIsEnd(id, isEnd);
return success(true);
}
}

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@ -12,15 +12,13 @@ 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 javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
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 javax.annotation.Resource;
import javax.servlet.http.HttpServletResponse;
import javax.validation.Valid;
import java.io.IOException;
import java.util.Arrays;
import java.util.List;
@ -105,12 +103,12 @@ public class CrmCustomerController {
@Operation(summary = "导出客户 Excel")
// @PreAuthorize("@ss.hasPermission('crm:customer:export')")
public void exportCustomerExcel(@Valid CrmCustomerPageReqVO pageReqVO,
HttpServletResponse response) throws IOException {
HttpServletResponse response) throws IOException {
pageReqVO.setPageSize(PageParam.PAGE_SIZE_NONE);
List<CrmCustomerDO> list = customerService.getCustomerPage(pageReqVO).getList();
// 导出 Excel
ExcelUtils.write(response, "客户.xls", "数据", CrmCustomerRespVO.class,
BeanUtils.toBean(list, CrmCustomerRespVO.class));
BeanUtils.toBean(list, CrmCustomerRespVO.class));
}
@GetMapping("/get-import-template")
@ -136,11 +134,11 @@ public class CrmCustomerController {
@Parameter(name = "averageType", description = "分配方式")
})
public CommonResult<CustomerImportRespVO> importExcel(@RequestParam("file") MultipartFile file,
@RequestParam("deptId") String deptId,
@RequestParam("adminIds") String adminIds,
@RequestParam("averageType") Integer averageType) throws Exception {
@RequestParam("averageType") Integer averageType,
@RequestParam(value = "repeatConfirmationFlag", defaultValue = "0") Integer repeatConfirmationFlag) throws Exception {
List<CrmCustomerImportVO> list = ExcelUtils.read(file, CrmCustomerImportVO.class);
return success(customerService.importList(list, deptId,adminIds,averageType));
return success(customerService.importList(list, adminIds, averageType, repeatConfirmationFlag));
}
@PostMapping("/recover")
@ -172,6 +170,4 @@ public class CrmCustomerController {
}
}

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@ -16,6 +16,8 @@ import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_
@EqualsAndHashCode(callSuper = true)
@ToString(callSuper = true)
public class CrmCustomerPageReqVO extends PageParam {
@Schema(description = "是否去重 0否 1是 默认否", example = "0")
private Integer distinctFlag = 0;
@Schema(description = "客户名称", example = "李四")
private String name;

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@ -133,4 +133,6 @@ public class CrmCustomerRespVO {
@Schema(description = "负责人")
private String createName;
@Schema(description = "相同客户自增排序")
private Integer sortNum;
}

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@ -1,9 +1,9 @@
package cn.iocoder.yudao.module.crm.controller.admin.crmcustomer.vo;
import io.swagger.v3.oas.annotations.media.Schema;
import javax.validation.constraints.NotEmpty;
import lombok.Data;
import javax.validation.constraints.NotEmpty;
import java.math.BigDecimal;
import java.time.LocalDateTime;
@ -108,6 +108,7 @@ public class CrmCustomerSaveReqVO {
@Schema(description = "跟进状态", example = "1")
private Integer followStatus;
@Schema(description = "重复客户依旧添加 0否 1是 默认否", example = "1")
private Integer repeatConfirmationFlag;
}

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@ -61,7 +61,7 @@ public class CrmCluesDO extends BaseDO {
*/
private Integer industry;
/**
* 客户标签
* 客户标签
*/
private String tags;
/**
@ -107,11 +107,11 @@ public class CrmCluesDO extends BaseDO {
private LocalDateTime collectTime;
/**
* 跟进状态1|新客
2|待再次沟通
3|有意向
4|已加微信
5|转商机
0|无效
* 2|待再次沟通
* 3|有意向
* 4|已加微信
* 5|转商机
* 0|无效
*/
private Integer followStatus;

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@ -78,7 +78,10 @@ public class CrmCustomerDO extends BaseDO {
* 负责人ID
*/
private Long ownerUserId;
/**
* 相同客户自增排序
*/
private Integer sortNum;
/**
* 省份id
*/

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@ -27,7 +27,7 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
return selectPage(reqVO, new LambdaQueryWrapperX<CrmCustomerDO>()
//.eq(CustomerTypesEnum.OPEN.getValue().equals(reqVO.getType()),)
.inIfPresent(CrmCustomerDO::getOwnerUserId,ids)
.inIfPresent(CrmCustomerDO::getOwnerUserId, ids)
.likeIfPresent(CrmCustomerDO::getName, reqVO.getName())
.eqIfPresent(CrmCustomerDO::getMobile, reqVO.getMobile())
.eqIfPresent(CrmCustomerDO::getTelephone, reqVO.getTelephone())
@ -41,7 +41,17 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
.orderByDesc(CrmCustomerDO::getId));
}
IPage<CrmCustomerRespVO> selectPageList(@Param("page") IPage page, @Param("dto") CrmCustomerPageReqVO pageReqVO, @Param("ids") List<Long> ids);
IPage<CrmCustomerRespVO> selectPageList2(@Param("page") IPage page, @Param("dto") CrmCustomerPageReqVO pageReqVO, @Param("ids") List<Long> ids);
List<CustomerStatisticRespVO> selectStatistic(@Param("userIds") List<Long> userIds, @Param("createTime") LocalDateTime[] createTime);
IPage<CrmCustomerDO> selectPageList(@Param("page") IPage page, @Param("dto") CrmCustomerPageReqVO pageReqVO, @Param("ids") List<Long> ids);
/**
* 获取重复客户的所有负责人名称
*
* @param name
* @return
*/
List<String> getRepeatOwnerUserName(@Param("name") String name);
}

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@ -10,8 +10,11 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.crmcontract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.crmcontractreceivables.CrmContractReceivablesDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.crmcustomer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.crminvoice.CrmInvoiceDO;
import com.baomidou.mybatisplus.core.metadata.IPage;
import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
import com.github.yulichang.wrapper.MPJLambdaWrapper;
import org.apache.ibatis.annotations.Mapper;
import org.apache.ibatis.annotations.Param;
import java.util.List;
@ -26,6 +29,7 @@ public interface CrmInvoiceMapper extends BaseMapperX<CrmInvoiceDO> {
default PageResult<CrmInvoiceRespVO> selectPage2(CrmInvoicePageReqVO reqVO, List<Long> ids) {
Long loginAdminId = SecurityFrameworkUtils.getLoginUserId();
return selectJoinPage(reqVO, CrmInvoiceRespVO.class, new MPJLambdaWrapper<CrmInvoiceDO>()
.selectAll(CrmInvoiceDO.class)
.selectAs(CrmCustomerDO::getName,CrmInvoiceRespVO::getCustomerName)

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@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.framework.rpc.config;
import cn.iocoder.yudao.module.bpm.api.oa.BpmOAContractApi;
import cn.iocoder.yudao.module.bpm.api.oa.BpmOAReceiptApi;
import cn.iocoder.yudao.module.bpm.api.oa.BpmOASalesPerformanceApi;
import cn.iocoder.yudao.module.hrm.api.crmbusiness.BusinessApi;
import cn.iocoder.yudao.module.product.api.storeproduct.StoreProductApi;
import cn.iocoder.yudao.module.product.api.storeproductattrvalue.StoreProductAttrValueApi;
import cn.iocoder.yudao.module.system.api.auth.AdminOauthUserOtherInfoApi;
@ -19,6 +20,6 @@ import org.springframework.context.annotation.Configuration;
@Configuration(proxyBeanMethods = false)
@EnableFeignClients(clients = {DeptApi.class, DictDataApi.class, AdminUserApi.class, StoreProductApi.class, StoreProductAttrValueApi.class, SmsSendApi.class, MailSendApi.class, NoticeApi.class,
BpmOAContractApi.class, BpmOAReceiptApi.class, BpmOASalesPerformanceApi.class, AdminOauthUserOtherInfoApi.class, SubscribeMessageSendApi.class, RoleApi.class})
BpmOAContractApi.class, BpmOAReceiptApi.class, BpmOASalesPerformanceApi.class, AdminOauthUserOtherInfoApi.class, SubscribeMessageSendApi.class, RoleApi.class, BusinessApi.class})
public class RpcConfiguration {
}

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@ -0,0 +1,28 @@
package cn.iocoder.yudao.module.crm.job.salesperformance;
import cn.iocoder.yudao.framework.tenant.core.job.TenantJob;
import cn.iocoder.yudao.module.crm.service.crmclues.CrmCluesService;
import com.xxl.job.core.biz.model.ReturnT;
import com.xxl.job.core.handler.annotation.XxlJob;
import lombok.extern.slf4j.Slf4j;
import org.springframework.stereotype.Component;
import javax.annotation.Resource;
@Component
@Slf4j
public class FollowUpCluesJob {
// TODO: 2024/11/04 - 每天晚上2点 执行一次 判断三天内是否有跟进
@Resource
private CrmCluesService cluesService;
@XxlJob("followUpClues")
@TenantJob // --- 这个注解 会将租户列表拉出来 完了后逐个租户执行 定时任务需要注意
public ReturnT<String> execute() {
log.info("开始 线索跟进任务");
cluesService.autoConfirmJob();
log.info("结束 线索跟进任务");
return ReturnT.SUCCESS;
}
}

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@ -137,7 +137,7 @@ public class CustomerServiceImpl implements CustomerService {
pageResult1.getList().forEach(v -> {
String per = "0";
String per = "0.00";
if (customerMap.get(v.getId()) == null) {
v.setCustomerCount(0L);
v.setSuccessCount(0L);

View File

@ -72,4 +72,12 @@ public interface CrmBusinessService {
* @param transferVO
*/
void transfer(@Valid CrmBusinessTransferVO transferVO);
/**
* 更新商机状态
*
* @param id
* @param isEnd
*/
void updateIsEnd(Long id, Integer isEnd);
}

View File

@ -205,6 +205,14 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
}
}
@Override
public void updateIsEnd(Long id, Integer isEnd) {
CrmBusinessDO businessDO = new CrmBusinessDO();
businessDO.setId(id);
businessDO.setIsEnd(isEnd);
businessMapper.updateById(businessDO);
}
private void createBusinessProductList(Long businessId, List<CrmBusinessProductDO> list) {
list.forEach(o -> o.setBusinessId(businessId));
businessProductMapper.insertBatch(list);

View File

@ -57,27 +57,31 @@ public interface CrmCluesService {
/**
* 放入线索池
*
* @param id
*/
void openClues(Long id);
/**
* 领取线索
*
* @param id
*/
void receiveClues(Long id);
/**
* 线索转换成客户
*
* @param createReqVO
*/
void createCustomer(CrmCustomerSaveReqVO createReqVO);
/**
* 线索导入
*
* @param importUsers 导入文件
* @param deptId 部门ID
* @param adminIds 用户ID
* @param deptId 部门ID
* @param adminIds 用户ID
* @param averageType 导入类型
* @return
*/
@ -85,14 +89,21 @@ public interface CrmCluesService {
/**
* 转移线索
*
* @param transferVO
*/
void transfer(CrmCluesTransferVO transferVO);
/**
* 获取指定用户的线索统计信息
*
* @param ownerUserIds 用户ID
* @return 线索统计信息列表
*/
List<CrmCluesStatisticsRespVO> getCluesStatisticsByUserIds(List<Long> ownerUserIds, LocalDateTime[] createTime);
/**
* 线索跟进任务
*/
void autoConfirmJob();
}

View File

@ -33,15 +33,11 @@ import org.springframework.validation.annotation.Validated;
import javax.annotation.Resource;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Random;
import java.util.*;
import java.util.stream.Collectors;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.module.hrm.enums.ErrorCodeConstants.CLUES_NOT_EXISTS;
import static cn.iocoder.yudao.module.hrm.enums.ErrorCodeConstants.THIS_CUSTOMER_ALREADY_EXISTS_IN_THE_SYSTEM_AND_CANNOT_BE_ENTERED_REPEATEDLY;
/**
* 线索 Service 实现类
@ -120,7 +116,7 @@ public class CrmCluesServiceImpl implements CrmCluesService {
} else if (RelationEnum.SUB.getValue().equals(pageReqVO.getRelation())) {
ids = userLiveTreeService.getItemIdsByUserId(adminId);
}
if (CollUtil.isEmpty(ids)){
if (CollUtil.isEmpty(ids)) {
return PageResult.empty();
}
IPage mpPage = MyBatisUtils.buildPage(pageReqVO);
@ -158,15 +154,14 @@ public class CrmCluesServiceImpl implements CrmCluesService {
if (crmCluesDO == null) {
throw exception(CLUES_NOT_EXISTS);
}
if(CluesStatusEnum.STATUS_1.getValue().equals(crmCluesDO.getStatus())){
throw exception(new ErrorCode(202411160,"已经转化成客户!"));
if (CluesStatusEnum.STATUS_1.getValue().equals(crmCluesDO.getStatus())) {
throw exception(new ErrorCode(202411160, "已经转化成客户!"));
}
// 判断客户名称是否唯一
Long count = customerMapper.selectCount(new LambdaQueryWrapper<CrmCustomerDO>()
.eq(CrmCustomerDO::getName, createReqVO.getName()));
if (count > 0) {
throw exception(THIS_CUSTOMER_ALREADY_EXISTS_IN_THE_SYSTEM_AND_CANNOT_BE_ENTERED_REPEATEDLY);
}
List<String> repeatOwnerUserNameList = customerMapper.getRepeatOwnerUserName(createReqVO.getName());
if (CollUtil.isNotEmpty(repeatOwnerUserNameList) && createReqVO.getRepeatConfirmationFlag() == 0) {
List<String> items = repeatOwnerUserNameList.stream().distinct().collect(Collectors.toList());
throw exception(new ErrorCode(200012, "该客户已被:" + String.join(",", items) + "添加过,是否继续添加?")); }
createReqVO.setId(null);
CrmCustomerDO customerDO = BeanUtils.toBean(createReqVO, CrmCustomerDO.class);
customerDO.setOwnerUserId(SecurityFrameworkUtils.getLoginUserId());
@ -286,4 +281,19 @@ public class CrmCluesServiceImpl implements CrmCluesService {
return cluesMapper.selectStatisticsByUserIds(ownerUserIds, createTime);
}
@Override
public void autoConfirmJob() {
// 获取负责人不为0 并且跟进记录为3天以外的数据
List<CrmCluesDO> crmCluesDOS = cluesMapper.selectList(new LambdaQueryWrapper<CrmCluesDO>()
.ne(CrmCluesDO::getOwnerUserId, 0)
.in(CrmCluesDO::getStatus, Arrays.asList(CluesStatusEnum.STATUS_0.getValue(), CluesStatusEnum.STATUS_NEG_1.getValue()))
.le(CrmCluesDO::getFollowTime, LocalDateTime.now().minusDays(3)));
for (CrmCluesDO crmCluesDO : crmCluesDOS) {
crmCluesDO.setOwnerUserId(0L);
}
if (CollUtil.isNotEmpty(crmCluesDOS)) {
cluesMapper.updateBatch(crmCluesDOS);
}
}
}

View File

@ -82,12 +82,11 @@ public interface CrmCustomerService {
/**
* 客户导入
* @param importUsers 导入文件
* @param deptId 部门ID
* @param adminIds 用户ID
* @param averageType 导入类型
* @return
*/
CustomerImportRespVO importList(List<CrmCustomerImportVO> importUsers, String deptId, String adminIds, Integer averageType);
CustomerImportRespVO importList(List<CrmCustomerImportVO> importUsers, String adminIds, Integer averageType,Integer repeatConfirmationFlag);
/**

View File

@ -32,8 +32,6 @@ import cn.iocoder.yudao.module.system.api.mail.dto.MailSendSingleReqDTO;
import cn.iocoder.yudao.module.system.api.sms.SmsSendApi;
import cn.iocoder.yudao.module.system.api.sms.dto.send.SmsSendSingleReqDTO;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserApiDTO;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserApiVO;
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import com.baomidou.mybatisplus.core.metadata.IPage;
import org.springframework.stereotype.Service;
@ -42,15 +40,11 @@ import org.springframework.validation.annotation.Validated;
import javax.annotation.Resource;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Random;
import java.util.*;
import java.util.stream.Collectors;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.module.hrm.enums.ErrorCodeConstants.CUSTOMER_NOT_EXISTS;
import static cn.iocoder.yudao.module.hrm.enums.ErrorCodeConstants.THIS_CUSTOMER_ALREADY_EXISTS_IN_THE_SYSTEM_AND_CANNOT_BE_ENTERED_REPEATEDLY;
/**
* 客户 Service 实现类
@ -88,17 +82,18 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
@Override
@Transactional(rollbackFor = Exception.class)
public Long createCustomer(CrmCustomerSaveReqVO createReqVO) {
// 插入
// 判断客户名称是否唯一
Long count = customerMapper.selectCount(new LambdaQueryWrapper<CrmCustomerDO>()
.eq(CrmCustomerDO::getName, createReqVO.getName()));
if (count > 0) {
throw exception(THIS_CUSTOMER_ALREADY_EXISTS_IN_THE_SYSTEM_AND_CANNOT_BE_ENTERED_REPEATEDLY);
List<String> repeatOwnerUserNameList = customerMapper.getRepeatOwnerUserName(createReqVO.getName());
if (CollUtil.isNotEmpty(repeatOwnerUserNameList) && createReqVO.getRepeatConfirmationFlag() == 0) {
List<String> items = repeatOwnerUserNameList.stream().distinct().collect(Collectors.toList());
throw exception(new ErrorCode(200012, "该客户已被:" + String.join(",", items) + "添加过,是否继续添加?"));
}
CrmCustomerDO customer = BeanUtils.toBean(createReqVO, CrmCustomerDO.class);
customer.setCollectTime(LocalDateTime.now());
customer.setFollowTime(LocalDateTime.now());
// 由于这里是 size 而排序是从0开始的 所以这里递增一个直接用size即可
customer.setSortNum(repeatOwnerUserNameList.size());
customer.setOwnerUserId(SecurityFrameworkUtils.getLoginUserId());
customerMapper.insert(customer);
@ -126,8 +121,17 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
public void updateCustomer(CrmCustomerSaveReqVO updateReqVO) {
// 校验存在
CrmCustomerDO customerDO = validateCustomerExists(updateReqVO.getId());
List<String> repeatOwnerUserNameList = customerMapper.getRepeatOwnerUserName(updateReqVO.getName());
if (!customerDO.getName().equals(updateReqVO.getName())
&& CollUtil.isNotEmpty(repeatOwnerUserNameList)
&& updateReqVO.getRepeatConfirmationFlag() == 0) {
List<String> items = repeatOwnerUserNameList.stream().distinct().collect(Collectors.toList());
throw exception(new ErrorCode(200012, "该客户已被:" + String.join(",", items) + "添加过,是否继续添加?")); }
// 更新
CrmCustomerDO updateObj = BeanUtils.toBean(updateReqVO, CrmCustomerDO.class);
// 由于这里是 size 而排序是从0开始的 所以这里递增一个直接用size即可
updateObj.setSortNum(repeatOwnerUserNameList.size());
customerMapper.updateById(updateObj);
//插入日志
@ -255,7 +259,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
if (CollUtil.isEmpty(ids)) {
return PageResult.empty();
}
return customerMapper.selectPage(pageReqVO, ids);
IPage<CrmCustomerDO> pageResult;
if (pageReqVO.getDistinctFlag() == 0) {
return customerMapper.selectPage(pageReqVO, ids);
} else {
IPage mpPage = MyBatisUtils.buildPage(pageReqVO);
pageResult = customerMapper.selectPageList(mpPage, pageReqVO, ids);
}
return new PageResult<>(pageResult.getRecords(), pageResult.getTotal());
}
@ -276,42 +287,46 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
return PageResult.empty();
}
IPage mpPage = MyBatisUtils.buildPage(pageReqVO);
IPage<CrmCustomerRespVO> pageResult = customerMapper.selectPageList(mpPage, pageReqVO, ids);
IPage<CrmCustomerRespVO> pageResult = customerMapper.selectPageList2(mpPage, pageReqVO, ids);
return new PageResult<>(pageResult.getRecords(), pageResult.getTotal());
}
@Override
public CustomerImportRespVO importList(List<CrmCustomerImportVO> importUsers, String deptId, String adminIds,
Integer averageType) {
public CustomerImportRespVO importList(List<CrmCustomerImportVO> importUsers, String adminIds,
Integer averageType, Integer repeatConfirmationFlag) {
CustomerImportRespVO respVO = CustomerImportRespVO.builder().createNames(new ArrayList<>())
.failureNames(new LinkedHashMap<>()).build();
//处理客户归属方案
//如果只选择了机构没有选择用户直接获取当前部门下的用户
List<Long> userList = new ArrayList<>();
if (StrUtil.isNotEmpty(deptId) && StrUtil.isEmpty(adminIds)) {
List<AdminUserApiVO> adminUserDOS = adminUserApi.getUserList(new AdminUserApiDTO().setDeptId(Long.valueOf(deptId)).setNextDept(1)).getCheckedData();
userList = adminUserDOS.stream().map(AdminUserApiVO::getId).collect(Collectors.toList());
if (userList.isEmpty()) {
throw exception(new ErrorCode(202409080, "当前部门下没有用户,清重新选择"));
}
} else {
if (StrUtil.isNotEmpty(adminIds)) {
userList = StrUtil.split(adminIds, ",").stream().map(Long::parseLong).collect(Collectors.toList());
}
int i = 1;
int j = 0;
int adminCount = userList.size();
List<CrmCustomerDO> customerList = new ArrayList<>();
// -- 查询重复
Map<String, Integer> map = new HashMap<>();
if (repeatConfirmationFlag == 0) {
List<String> nameList = importUsers.stream().map(CrmCustomerImportVO::getName).filter(StrUtil::isNotEmpty).distinct().collect(Collectors.toList());
if (CollUtil.isNotEmpty(nameList)) {
List<CrmCustomerDO> crmCustomerDOS = customerMapper.selectList(new LambdaQueryWrapper<CrmCustomerDO>()
.in(CrmCustomerDO::getName, nameList));
map = crmCustomerDOS.stream().collect(Collectors.groupingBy(CrmCustomerDO::getName, Collectors.summingInt(e -> 1)));
}
}
for (CrmCustomerImportVO importVO : importUsers) {
if (StrUtil.isEmpty(importVO.getName())) {
respVO.getFailureNames().put("" + i + "行:", "客户名称为空,已经被过滤掉");
continue;
}
Long count = customerMapper.selectCount(new LambdaQueryWrapper<CrmCustomerDO>()
.eq(CrmCustomerDO::getName, importVO.getName()));
if (count > 0) {
respVO.getFailureNames().put("" + i + "行:", "客户名称已经存在,已经被过滤掉");
continue;
if (repeatConfirmationFlag == 0) {
Integer num = map.get(importVO.getName());
if (num != null && num > 1) {
respVO.getFailureNames().put("" + i + "行:", "客户名称重复,已经被过滤掉");
continue;
}
}
CrmCustomerDO customer = BeanUtils.toBean(importVO, CrmCustomerDO.class);
Long adminId = 0L;
@ -329,11 +344,22 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
int num = random.nextInt(adminCount);
adminId = userList.get(num);
}
Integer num = map.get(importVO.getName());
if (num != null && num > 1) {
map.put(importVO.getName(), num + 1);
} else if (num == null) {
num = 0;
map.put(importVO.getName(), num);
}
customer.setSortNum(num);
customer.setOwnerUserId(adminId);
customerMapper.insert(customer);
customerList.add(customer);
respVO.getCreateNames().add("" + i + "行:导入成功用户名->" + importVO.getName());
i++;
}
if (!customerList.isEmpty()) {
customerMapper.insertBatch(customerList);
}
return respVO;
}

View File

@ -92,9 +92,6 @@ public class CrmCustomerContactsServiceImpl implements CrmCustomerContactsServic
} else if (RelationEnum.SUB.getValue().equals(pageReqVO.getRelation())) {
ids = userLiveTreeService.getItemIdsByUserId(adminId);
}
if (CollUtil.isEmpty(ids)){
return PageResult.empty();
}
IPage mpPage = MyBatisUtils.buildPage(pageReqVO);
IPage<CrmCustomerContactsRespVO> pageResult = customerContactsMapper.selectPageList(mpPage, pageReqVO, ids);
return new PageResult<>(pageResult.getRecords(), pageResult.getTotal());

View File

@ -6,6 +6,7 @@ import cn.iocoder.yudao.framework.common.enums.ShopCommonEnum;
import cn.iocoder.yudao.framework.common.exception.ErrorCode;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.framework.mybatis.core.util.MyBatisUtils;
import cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils;
import cn.iocoder.yudao.module.crm.controller.admin.crmcontract.vo.CheckInfoVO;
import cn.iocoder.yudao.module.crm.controller.admin.crminvoice.vo.CrmInvoicePageReqVO;
@ -28,6 +29,7 @@ import cn.iocoder.yudao.module.hrm.enums.*;
import cn.iocoder.yudao.module.system.api.mail.MailSendApi;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import com.baomidou.mybatisplus.core.metadata.IPage;
import lombok.extern.slf4j.Slf4j;
import org.redisson.api.RLock;
import org.redisson.api.RedissonClient;

View File

@ -18,6 +18,7 @@
left join system_users b ON b.id = a.owner_user_id
<where>
a.deleted = 0
and a.status != 1
<if test="dto.name != null and dto.name != ''">
and a.name like concat('%', #{dto.name}, '%')
</if>

View File

@ -9,7 +9,7 @@
文档可见https://www.yixiang.co/MyBatis/x-plugins/
-->
<select id="selectPageList"
<select id="selectPageList2"
resultType="cn.iocoder.yudao.module.crm.controller.admin.crmcustomer.vo.CrmCustomerRespVO">
select
a.*,
@ -74,4 +74,65 @@
</if>
GROUP BY owner_user_id
</select>
<select id="selectPageList"
resultType="cn.iocoder.yudao.module.crm.dal.dataobject.crmcustomer.CrmCustomerDO">
SELECT * from (
select
a.*,
ROW_NUMBER() OVER (PARTITION BY name ORDER BY sort_num DESC, id DESC) AS rn
from crm_customer as a
<where>
a.deleted = 0
<if test="ids != null and ids.size() > 0">
and a.owner_user_id in
<foreach item="ownerUserId" collection="ids" separator="," open="(" close=")" index="">
#{ownerUserId}
</foreach>
</if>
<if test="dto.name != null and dto.name != ''">
and a.name like concat('%', #{dto.name}, '%')
</if>
<if test="dto.mobile != null and dto.mobile != ''">
and a.mobile = #{dto.mobile}
</if>
<if test="dto.telephone != null and dto.telephone != ''">
and a.telephone = #{dto.telephone}
</if>
<if test="dto.dealStatus != null">
and a.deal_status = #{dto.dealStatus}
</if>
<if test="dto.level != null">
and a.level = #{dto.level}
</if>
<if test="dto.industry != null">
and a.industry = #{dto.industry}
</if>
<if test="dto.source != null">
and a.source = #{dto.source}
</if>
<if test="dto.weixin != null and dto.weixin != ''">
and a.weixin = #{dto.weixin}
</if>
<if test="dto.qq != null and dto.qq != ''">
and a.qq = #{dto.qq}
</if>
<if test="dto.qq != null and dto.qq != ''">
and a.qq = #{dto.qq}
</if>
<if test="dto.followStatus != null">
and a.follow_status = #{dto.followStatus}
</if>
</where>
order by a.id desc
) AS ranked
where rn = 1;
</select>
<select id="getRepeatOwnerUserName" resultType="java.lang.String">
select t1.nickname
from crm_customer as a
left join system_users as t1 on a.owner_user_id = t1.id
where a.deleted = 0
and t1.deleted = 0
and a.name = #{name}
</select>
</mapper>

View File

@ -0,0 +1,12 @@
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="cn.iocoder.yudao.module.crm.dal.mysql.crminvoice.CrmInvoiceMapper">
<!--
一般情况下,尽可能使用 Mapper 进行 CRUD 增删改查即可。
无法满足的场景,例如说多表关联查询,才使用 XML 编写 SQL。
代码生成器暂时只生成 Mapper XML 文件本身,更多推荐 MybatisX 快速开发插件来生成查询。
文档可见https://www.yixiang.co/MyBatis/x-plugins/
-->
</mapper>

View File

@ -667,9 +667,9 @@ public class StoreProductServiceImpl extends ServiceImpl<StoreProductMapper, Sto
.reduce(Integer::sum)
.orElse(0);
if (stock <= 0) {
throw exception(STORE_PRODUCT_STOCK_ERROR);
}
// if (stock <= 0) {
// throw exception(STORE_PRODUCT_STOCK_ERROR);
// }
return ProductResultDto.builder()
.minPrice(minPrice)