!819 CRM：【线索】

Merge pull request !819 from Minh-X/develop

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java

@@ -5,6 +5,7 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
 import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
+import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactSaveReqVO;
 import cn.iocoder.yudao.module.crm.convert.clue.CrmClueConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.service.clue.CrmClueService;
@@ -38,14 +39,14 @@ public class CrmClueController {
     @PostMapping("/create")
     @Operation(summary = "创建线索")
     @PreAuthorize("@ss.hasPermission('crm:clue:create')")
-    public CommonResult<Long> createClue(@Valid @RequestBody CrmClueCreateReqVO createReqVO) {
+    public CommonResult<Long> createClue(@Valid @RequestBody CrmClueSaveReqVO createReqVO) {
         return success(clueService.createClue(createReqVO));
     }
 
     @PutMapping("/update")
     @Operation(summary = "更新线索")
     @PreAuthorize("@ss.hasPermission('crm:clue:update')")
-    public CommonResult<Boolean> updateClue(@Valid @RequestBody CrmClueUpdateReqVO updateReqVO) {
+    public CommonResult<Boolean> updateClue(@Valid @RequestBody CrmClueSaveReqVO updateReqVO) {
         clueService.updateClue(updateReqVO);
         return success(true);
     }
@@ -96,4 +97,12 @@ public class CrmClueController {
         return success(true);
     }
 
+    @PostMapping("/transform")
+    @Operation(summary = "线索转化为客户")
+    @PreAuthorize("@ss.hasPermission('crm:clue:update')")
+    public CommonResult<Boolean> translate(@Valid @RequestBody CrmClueTransformReqVO reqVO) {
+        clueService.translate(reqVO, getLoginUserId());
+        return success(Boolean.TRUE);
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueBaseVO.java

@@ -3,11 +3,10 @@ package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
 import cn.iocoder.yudao.framework.common.validation.Mobile;
 import cn.iocoder.yudao.framework.common.validation.Telephone;
 import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotEmpty;
 import lombok.Data;
 import org.springframework.format.annotation.DateTimeFormat;
 
-import jakarta.validation.constraints.NotEmpty;
-import jakarta.validation.constraints.NotNull;
 import java.time.LocalDateTime;
 
 import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
@@ -24,7 +23,6 @@ public class CrmClueBaseVO {
     private String name;
 
     @Schema(description = "客户 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "520")
-    @NotNull(message = "客户不能为空")
     private Long customerId;
 
     @Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
@@ -46,6 +44,9 @@ public class CrmClueBaseVO {
     @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
     private LocalDateTime contactLastTime;
 
+    @Schema(description = "负责人编号")
+    private Long ownerUserId;
+
     @Schema(description = "备注", example = "随便")
     private String remark;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueCreateReqVO.java

@@ -1,14 +0,0 @@
-package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
-
-import lombok.*;
-import java.util.*;
-import io.swagger.v3.oas.annotations.media.Schema;
-import jakarta.validation.constraints.*;
-
-@Schema(description = "管理后台 - 线索创建 Request VO")
-@Data
-@EqualsAndHashCode(callSuper = true)
-@ToString(callSuper = true)
-public class CrmClueCreateReqVO extends CrmClueBaseVO {
-
-}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.java

@@ -0,0 +1,58 @@
+package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
+
+import cn.iocoder.yudao.framework.common.validation.Mobile;
+import cn.iocoder.yudao.framework.common.validation.Telephone;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotEmpty;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+import lombok.ToString;
+import org.springframework.format.annotation.DateTimeFormat;
+
+import java.time.LocalDateTime;
+
+import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
+
+/**
+ * @author minhx
+ */
+@Schema(description = "管理后台 - CRM 线索 创建/更新 Request VO")
+@Data
+public class CrmClueSaveReqVO {
+
+    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10969")
+    private Long id;
+
+    @Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
+    @NotEmpty(message = "线索名称不能为空")
+    private String name;
+
+    @Schema(description = "客户 id", requiredMode = Schema.RequiredMode.REQUIRED, example = "520")
+    private Long customerId;
+
+    @Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
+    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    private LocalDateTime contactNextTime;
+
+    @Schema(description = "电话", example = "18000000000")
+    @Telephone
+    private String telephone;
+
+    @Schema(description = "手机号", example = "18000000000")
+    @Mobile
+    private String mobile;
+
+    @Schema(description = "地址", example = "北京市海淀区")
+    private String address;
+
+    @Schema(description = "最后跟进时间")
+    @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    private LocalDateTime contactLastTime;
+
+    @Schema(description = "负责人编号")
+    private Long ownerUserId;
+
+    @Schema(description = "备注", example = "随便")
+    private String remark;
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransformReqVO.java

@@ -0,0 +1,19 @@
+package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotEmpty;
+import lombok.Data;
+
+import java.util.Set;
+
+/**
+ * @author min
+ */
+@Schema(description = "管理后台 - 线索转化为客户 Request VO")
+@Data
+public class CrmClueTransformReqVO {
+
+    @Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1024, 1025]")
+    @NotEmpty(message = "线索编号不能为空") Set<Long> ids;
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueUpdateReqVO.java

@@ -1,20 +0,0 @@
-package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
-
-import io.swagger.v3.oas.annotations.media.Schema;
-import lombok.Data;
-import lombok.EqualsAndHashCode;
-import lombok.ToString;
-
-import jakarta.validation.constraints.NotNull;
-
-@Schema(description = "管理后台 - 线索更新 Request VO")
-@Data
-@EqualsAndHashCode(callSuper = true)
-@ToString(callSuper = true)
-public class CrmClueUpdateReqVO extends CrmClueBaseVO {
-
-    @Schema(description = "编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10969")
-    @NotNull(message = "编号不能为空")
-    private Long id;
-
-}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/clue/CrmClueConvert.java

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.convert.clue;
 
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
+import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactSaveReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
 import org.mapstruct.Mapper;
@@ -20,9 +21,7 @@ public interface CrmClueConvert {
 
     CrmClueConvert INSTANCE = Mappers.getMapper(CrmClueConvert.class);
 
-    CrmClueDO convert(CrmClueCreateReqVO bean);
+    CrmClueDO convert(CrmClueSaveReqVO bean);
-
-    CrmClueDO convert(CrmClueUpdateReqVO bean);
 
     CrmClueRespVO convert(CrmClueDO bean);
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/customer/CrmCustomerConvert.java

@@ -7,6 +7,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveR
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig.CrmCustomerPoolConfigRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.poolconfig.CrmCustomerPoolConfigSaveReqVO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
 import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
@@ -77,4 +78,6 @@ public interface CrmCustomerConvert {
 
     CrmCustomerPoolConfigDO convert(CrmCustomerPoolConfigSaveReqVO updateReqVO);
 
+    @Mapping(ignore = true, target = "id")
+    CrmCustomerSaveReqVO convert(CrmClueDO bean);
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java

@@ -1,10 +1,8 @@
 package cn.iocoder.yudao.module.crm.service.clue;
 
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueCreateReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactSaveReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import jakarta.validation.Valid;
 
@@ -24,14 +22,14 @@ public interface CrmClueService {
      * @param createReqVO 创建信息
      * @return 编号
      */
-    Long createClue(@Valid CrmClueCreateReqVO createReqVO);
+    Long createClue(@Valid CrmClueSaveReqVO createReqVO);
 
     /**
      * 更新线索
      *
      * @param updateReqVO 更新信息
      */
-    void updateClue(@Valid CrmClueUpdateReqVO updateReqVO);
+    void updateClue(@Valid CrmClueSaveReqVO updateReqVO);
 
     /**
      * 删除线索
@@ -73,4 +71,11 @@ public interface CrmClueService {
      */
     void transferClue(CrmClueTransferReqVO reqVO, Long userId);
 
+    /**
+     * 线索转化为客户
+     *
+     * @param reqVO  线索编号
+     * @param userId 用户编号
+     */
+    void translate(CrmClueTransformReqVO reqVO, Long userId);
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java

@@ -3,11 +3,10 @@ package cn.iocoder.yudao.module.crm.service.clue;
 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.clue.vo.CrmClueCreateReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactSaveReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueUpdateReqVO;
 import cn.iocoder.yudao.module.crm.convert.clue.CrmClueConvert;
+import cn.iocoder.yudao.module.crm.convert.customer.CrmCustomerConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@@ -15,15 +14,20 @@ import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
 import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
 import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
+import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
 import jakarta.annotation.Resource;
 import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
 import org.springframework.validation.annotation.Validated;
 
 import java.util.Collection;
 import java.util.List;
+import java.util.Objects;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CLUE_NOT_EXISTS;
+import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CUSTOMER_NOT_EXISTS;
+import static cn.iocoder.yudao.module.system.enums.ErrorCodeConstants.USER_NOT_EXISTS;
 
 /**
  * 线索 Service 实现类
@@ -39,27 +43,33 @@ public class CrmClueServiceImpl implements CrmClueService {
 
     @Resource
     private CrmCustomerService customerService;
+
     @Resource
     private CrmPermissionService crmPermissionService;
 
+    @Resource
+    private AdminUserApi adminUserApi;
+
     @Override
-    public Long createClue(CrmClueCreateReqVO createReqVO) {
+    public Long createClue(CrmClueSaveReqVO createReqVO) {
-        // 校验客户是否存在
+        // 校验关联数据
-        customerService.validateCustomer(createReqVO.getCustomerId());
+        validateRelationDataExists(createReqVO);
+
         // 插入
         CrmClueDO clue = CrmClueConvert.INSTANCE.convert(createReqVO);
         clueMapper.insert(clue);
+        System.out.println(1);
         // 返回
         return clue.getId();
     }
 
     @Override
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
-    public void updateClue(CrmClueUpdateReqVO updateReqVO) {
+    public void updateClue(CrmClueSaveReqVO updateReqVO) {
-        // 校验存在
+        // 校验线索是否存在
         validateClueExists(updateReqVO.getId());
-        // 校验客户是否存在
+        // 校验关联数据
-        customerService.validateCustomer(updateReqVO.getCustomerId());
+        validateRelationDataExists(updateReqVO);
 
         // 更新
         CrmClueDO updateObj = CrmClueConvert.INSTANCE.convert(updateReqVO);
@@ -108,12 +118,42 @@ public class CrmClueServiceImpl implements CrmClueService {
         validateClueExists(reqVO.getId());
 
         // 2.1 数据权限转移
-        crmPermissionService.transferPermission(
+        crmPermissionService.transferPermission(CrmClueConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_LEADS.getType()));
-                CrmClueConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_LEADS.getType()));
         // 2.2 设置新的负责人
         clueMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
 
         // 3. TODO 记录转移日志
     }
 
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public void translate(CrmClueTransformReqVO reqVO, Long userId) {
+        List<CrmClueDO> clues = getClueList(reqVO.getIds(), userId);
+        // 不存在抛出异常
+        if (CollUtil.isEmpty(clues)) {
+            throw exception(CLUE_NOT_EXISTS);
+        }
+        // 遍历线索，创建对应的客户
+        clues.forEach(clueDO -> {
+            // 创建客户
+            customerService.createCustomer(CrmCustomerConvert.INSTANCE.convert(clueDO), userId);
+            // 更新线索状态
+            clueDO.setTransformStatus(Boolean.TRUE);
+            clueMapper.updateById(clueDO);
+        });
+    }
+
+    private void validateRelationDataExists(CrmClueSaveReqVO reqVO) {
+        // 校验客户
+        if (Objects.nonNull(reqVO.getCustomerId()) &&
+                Objects.isNull(customerService.getCustomer(reqVO.getCustomerId()))) {
+            throw exception(CUSTOMER_NOT_EXISTS);
+        }
+        // 校验负责人
+        // 2. 校验负责人
+        if (Objects.nonNull(reqVO.getOwnerUserId()) &&
+                Objects.isNull(adminUserApi.getUser(reqVO.getOwnerUserId()))) {
+            throw exception(USER_NOT_EXISTS);
+        }
+    }
 }

yudao-module-crm/yudao-module-crm-biz/src/test/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImplTest.java

@@ -2,9 +2,8 @@ package cn.iocoder.yudao.module.crm.service.clue;
 
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.test.core.ut.BaseDbUnitTest;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueUpdateReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
 import jakarta.annotation.Resource;
@@ -43,7 +42,7 @@ public class CrmClueServiceImplTest extends BaseDbUnitTest {
     @Test
     public void testCreateClue_success() {
         // 准备参数
-        CrmClueCreateReqVO reqVO = randomPojo(CrmClueCreateReqVO.class);
+        CrmClueSaveReqVO reqVO = randomPojo(CrmClueSaveReqVO.class);
 
         // 调用
         Long clueId = clueService.createClue(reqVO);
@@ -60,7 +59,7 @@ public class CrmClueServiceImplTest extends BaseDbUnitTest {
         CrmClueDO dbClue = randomPojo(CrmClueDO.class);
         clueMapper.insert(dbClue);// @Sql: 先插入出一条存在的数据
         // 准备参数
-        CrmClueUpdateReqVO reqVO = randomPojo(CrmClueUpdateReqVO.class, o -> {
+        CrmClueSaveReqVO reqVO = randomPojo(CrmClueSaveReqVO.class, o -> {
             o.setId(dbClue.getId()); // 设置更新的 ID
         });
 
@@ -74,7 +73,7 @@ public class CrmClueServiceImplTest extends BaseDbUnitTest {
     @Test
     public void testUpdateClue_notExists() {
         // 准备参数
-        CrmClueUpdateReqVO reqVO = randomPojo(CrmClueUpdateReqVO.class);
+        CrmClueSaveReqVO reqVO = randomPojo(CrmClueSaveReqVO.class);
 
         // 调用, 并断言异常
         assertServiceException(() -> clueService.updateClue(reqVO), CLUE_NOT_EXISTS);