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feat: CRM-backlog-待进入公海的客户

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dhb52 2024-01-28 00:22:58 +08:00
parent 6e005f46d9
commit 5d8ca19b17
5 changed files with 97 additions and 3 deletions
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7
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
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@ -26,8 +26,8 @@ public interface ErrorCodeConstants {
// ========== 联系人管理 1-020-003-000 ==========
ErrorCode CONTACT_NOT_EXISTS = new ErrorCode(1_020_003_000, "联系人不存在");
ErrorCode CONTACT_BUSINESS_LINK_NOT_EXISTS = new ErrorCode( 1_020_003_001, "联系人商机关联不存在");
ErrorCode CONTACT_DELETE_FAIL_CONTRACT_LINK_EXISTS = new ErrorCode( 1_020_003_002, "联系人已关联合同，不能删除");
ErrorCode CONTACT_BUSINESS_LINK_NOT_EXISTS = new ErrorCode(1_020_003_001, "联系人商机关联不存在");
ErrorCode CONTACT_DELETE_FAIL_CONTRACT_LINK_EXISTS = new ErrorCode(1_020_003_002, "联系人已关联合同，不能删除");
// ========== 回款 1-020-004-000 ==========
ErrorCode RECEIVABLE_NOT_EXISTS = new ErrorCode(1_020_004_000, "回款不存在");
@ -80,7 +80,8 @@ public interface ErrorCodeConstants {
ErrorCode BUSINESS_STATUS_NOT_EXISTS = new ErrorCode(1_020_011_000, "商机状态不存在");
// ========== 客户公海规则设置 1_020_012_000 ==========
ErrorCode CUSTOMER_LIMIT_CONFIG_NOT_EXISTS = new ErrorCode(1_020_012_000, "客户限制配置不存在");
ErrorCode CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED = new ErrorCode(1_020_012_000, "客户公海配置不存在或未启用");
ErrorCode CUSTOMER_LIMIT_CONFIG_NOT_EXISTS = new ErrorCode(1_020_012_001, "客户限制配置不存在");
// ========== 跟进记录 1_020_013_000 ==========
ErrorCode FOLLOW_UP_RECORD_NOT_EXISTS = new ErrorCode(1_020_013_000, "跟进记录不存在");

31
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
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@ -36,11 +36,13 @@ import java.util.List;
import java.util.Map;
import java.util.stream.Stream;
import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
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.operatelog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED;
@Tag(name = "管理后台 - CRM 客户")
@RestController
@ -118,6 +120,35 @@ public class CrmCustomerController {
return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap, poolDayMap));
}
@GetMapping("/put-in-pool-remind-page")
@Operation(summary = "获得待进入公海客户分页")
@PreAuthorize("@ss.hasPermission('crm:customer:query')")
public CommonResult<PageResult<CrmCustomerRespVO>> getPutInPoolRemindCustomerPage(@Valid CrmCustomerPageReqVO pageVO) {
// 获取公海配置
CrmCustomerPoolConfigDO poolConfigDO = customerPoolConfigService.getCustomerPoolConfig();
if (ObjUtil.isNull(poolConfigDO)
|| Boolean.FALSE.equals(poolConfigDO.getEnabled())
|| Boolean.FALSE.equals(poolConfigDO.getNotifyEnabled())
) {
throw exception(CUSTOMER_POOL_CONFIG_NOT_EXISTS_OR_DISABLED);
}
// 1. 查询客户分页
PageResult<CrmCustomerDO> pageResult = customerService.getPutInPoolRemindCustomerPage(pageVO, poolConfigDO, getLoginUserId());
if (CollUtil.isEmpty(pageResult.getList())) {
return success(PageResult.empty(pageResult.getTotal()));
}
// 2. 拼接数据
Map<Long, Long> poolDayMap = getPoolDayMap(pageResult.getList()); // 客户界面，需要查看距离进入公海的时间
Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
convertSetByFlatMap(pageResult.getList(), user -> Stream.of(Long.parseLong(user.getCreator()), user.getOwnerUserId())));
Map<Long, DeptRespDTO> deptMap = deptApi.getDeptMap(convertSet(userMap.values(), AdminUserRespDTO::getDeptId));
return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap, poolDayMap));
}
/**
* 获取距离进入公海的时间
*

52
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java
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@ -8,6 +8,7 @@ import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
import cn.iocoder.yudao.module.crm.controller.admin.backlog.vo.CrmTodayCustomerPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
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.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
@ -107,4 +108,55 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
.isNotNull(CrmCustomerDO::getOwnerUserId));
}
default PageResult<CrmCustomerDO> selectPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageReqVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long userId) {
MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
// 拼接数据权限的查询条件
CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), null);
// 拼接自身的查询条件
query.selectAll(CrmCustomerDO.class);
// 未跟进放入公海天数
final Integer contactExpireDays = poolConfigDO.getContactExpireDays();
// 未成交放入公海天数
final Integer dealExpireDays = poolConfigDO.getDealExpireDays();
// 提前提醒天数
final Integer notifyDays = poolConfigDO.getNotifyDays();
// 未成交提醒日期区间
// dealExpireDays 开始提醒
LocalDateTime startDealRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
.minusDays(dealExpireDays);
// dealExpireDays - notifyDays 结束提醒
LocalDateTime endDealRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
.minusDays(Math.max(dealExpireDays - notifyDays, 0));
// 未跟进提醒日期区间
// contactExpireDays 开始提醒
LocalDateTime startContactRemindDate = LocalDateTimeUtil.beginOfDay(LocalDateTime.now())
.minusDays(contactExpireDays);
// contactExpireDays - notifyDays 结束提醒
LocalDateTime endContactRemindDate = LocalDateTimeUtil.endOfDay(LocalDateTime.now())
.minusDays(Math.max(contactExpireDays - notifyDays, 0));
query
// 1.1 未成交放入公海提醒
.eq(CrmCustomerDO::getDealStatus, false)
.between(CrmCustomerDO::getCreateTime, startDealRemindDate, endDealRemindDate)
.or()
// 1.2 未跟进放入公海提醒
// 1.2.1 ContactLastTime 为空
.isNull(CrmCustomerDO::getContactLastTime)
.between(CrmCustomerDO::getCreateTime, startContactRemindDate, endContactRemindDate)
.or()
// 1.2.2 ContactLastTime 不为空
.between(CrmCustomerDO::getContactLastTime, startContactRemindDate, endContactRemindDate)
;
return selectJoinPage(pageReqVO, CrmCustomerDO.class, query);
}
}

4
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
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@ -6,6 +6,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageR
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTransferReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerPoolConfigDO;
import cn.iocoder.yudao.module.crm.service.customer.bo.CrmCustomerCreateReqBO;
import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
import jakarta.validation.Valid;
@ -134,4 +135,7 @@ public interface CrmCustomerService {
*/
int customerAutoPutPoolBySystem();
PageResult<CrmCustomerDO> getPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long loginUserId);
}

6
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
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@ -387,6 +387,12 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
return customerMapper.selectPage(pageReqVO, userId);
}
public PageResult<CrmCustomerDO> getPutInPoolRemindCustomerPage(CrmCustomerPageReqVO pageReqVO,
CrmCustomerPoolConfigDO poolConfigDO,
Long userId) {
return customerMapper.selectPutInPoolRemindCustomerPage(pageReqVO, poolConfigDO, userId);
}
// ======================= 校验相关 =======================
/**