✨ CRM：优化 CRM 跟进记录的实现

YunaiV
1 parent 3f8fa6b1
Showing 12 changed files with 50 additions and 84 deletions
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/CrmFollowUpRecordController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/followup/vo/CrmFollowUpRecordRespVO.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contact/CrmContactMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
@@ -126,15 +126,6 @@ public class CrmBusinessController {
         return businessVO;
     }
-    // TODO 芋艿：处理下
-    @GetMapping("/list-by-ids")
-    @Operation(summary = "获得商机列表")
-    @Parameter(name = "ids", description = "编号", required = true, example = "[1024]")
-    @PreAuthorize("@ss.hasPermission('crm:business:query')")
-    public CommonResult<List<CrmBusinessRespVO>> getContactListByIds(@RequestParam("ids") List<Long> ids) {
-        return success(BeanUtils.toBean(businessService.getBusinessList(ids, getLoginUserId()), CrmBusinessRespVO.class));
-    }
-
     @GetMapping("/simple-all-list")
     @Operation(summary = "获得联系人的精简列表")
     @PreAuthorize("@ss.hasPermission('crm:contact:query')")
@@ -105,15 +105,6 @@ public class CrmContactController {
         return buildContactDetailList(singletonList(contact)).get(0);
     }
-    @GetMapping("/list-by-ids")
-    @Operation(summary = "获得联系人列表")
-    @Parameter(name = "ids", description = "编号", required = true, example = "[1024]")
-    @PreAuthorize("@ss.hasPermission('crm:contact:query')")
-    public CommonResult<List<CrmContactRespVO>> getContactListByIds(@RequestParam("ids") List<Long> ids) {
-        List<CrmContactDO> list = contactService.getContactListByIds(ids, getLoginUserId());
-        return success(BeanUtils.toBean(list, CrmContactRespVO.class));
-    }
-
     @GetMapping("/simple-all-list")
     @Operation(summary = "获得联系人的精简列表")
     @PreAuthorize("@ss.hasPermission('crm:contact:query')")
@@ -187,8 +187,8 @@ public class CrmContractController {
         Map<Long, CrmContactDO> contactMap = convertMap(contactService.getContactList(convertSet(contractList,
                 CrmContractDO::getSignContactId)), CrmContactDO::getId);
         // 1.4 获取商机
-        Map<Long, CrmBusinessDO> businessMap = convertMap(businessService.getBusinessList(convertSet(contractList,
-                CrmContractDO::getBusinessId)), CrmBusinessDO::getId);
+        Map<Long, CrmBusinessDO> businessMap = businessService.getBusinessMap(
+                convertSet(contractList, CrmContractDO::getBusinessId));
         // 2. 拼接数据
         return BeanUtils.toBean(contractList, CrmContractRespVO.class, contractVO -> {
             // 2.1 设置客户信息
@@ -4,6 +4,7 @@ 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.object.BeanUtils;
+import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordPageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
@@ -13,6 +14,8 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
 import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
 import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
 import cn.iocoder.yudao.module.crm.service.followup.CrmFollowUpRecordService;
+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.tags.Tag;
@@ -26,7 +29,7 @@ import java.util.ArrayList;
 import java.util.Map;
 import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
-import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
 import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
@@ -44,6 +47,9 @@ public class CrmFollowUpRecordController {
     @Resource
     private CrmBusinessService businessService;
+    @Resource
+    private AdminUserApi adminUserApi;
+
     @PostMapping("/create")
     @Operation(summary = "创建跟进记录")
     @PreAuthorize("@ss.hasPermission('crm:follow-up-record:create')")
@@ -74,17 +80,24 @@ public class CrmFollowUpRecordController {
     @PreAuthorize("@ss.hasPermission('crm:follow-up-record:query')")
     public CommonResult<PageResult<CrmFollowUpRecordRespVO>> getFollowUpRecordPage(@Valid CrmFollowUpRecordPageReqVO pageReqVO) {
         PageResult<CrmFollowUpRecordDO> pageResult = followUpRecordService.getFollowUpRecordPage(pageReqVO);
-        /// 拼接数据
-        Map<Long, CrmContactDO> contactMap = convertMap(contactService.getContactList(
-                convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream())), CrmContactDO::getId);
-        Map<Long, CrmBusinessDO> businessMap = convertMap(businessService.getBusinessList(
-                convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream())), CrmBusinessDO::getId);
+        // 1.1 查询联系人和商机
+        Map<Long, CrmContactDO> contactMap = contactService.getContactMap(
+                convertSetByFlatMap(pageResult.getList(), item -> item.getContactIds().stream()));
+        Map<Long, CrmBusinessDO> businessMap = businessService.getBusinessMap(
+                convertSetByFlatMap(pageResult.getList(), item -> item.getBusinessIds().stream()));
+        // 1.2 查询用户
+        Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(
+                convertSet(pageResult.getList(), item -> Long.valueOf(item.getCreator())));
+        // 2. 拼接数据
         PageResult<CrmFollowUpRecordRespVO> voPageResult = BeanUtils.toBean(pageResult, CrmFollowUpRecordRespVO.class, record -> {
-            record.setContactNames(new ArrayList<>()).setBusinessNames(new ArrayList<>());
-            record.getContactIds().forEach(id -> MapUtils.findAndThen(contactMap, id,
-                    contact -> record.getContactNames().add(contact.getName())));
-            record.getContactIds().forEach(id -> MapUtils.findAndThen(businessMap, id,
-                    business -> record.getBusinessNames().add(business.getName())));
+            // 2.1 设置联系人和商机信息
+            record.setBusinesses(new ArrayList<>()).setContacts(new ArrayList<>());
+            record.getContactIds().forEach(id -> MapUtils.findAndThen(contactMap, id, contact ->
+                    record.getContacts().add(new CrmBusinessRespVO().setId(contact.getId()).setName(contact.getName()))));
+            record.getContactIds().forEach(id -> MapUtils.findAndThen(businessMap, id, business ->
+                    record.getBusinesses().add(new CrmBusinessRespVO().setId(business.getId()).setName(business.getName()))));
+            // 2.2 设置用户信息
+            MapUtils.findAndThen(userMap, Long.valueOf(record.getCreator()), user -> record.setCreatorName(user.getNickname()));
         });
         return success(voPageResult);
     }
 package cn.iocoder.yudao.module.crm.controller.admin.followup.vo;
 import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
+import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessRespVO;
 import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
+import com.alibaba.excel.annotation.ExcelProperty;
 import io.swagger.v3.oas.annotations.media.Schema;
 import lombok.Data;
@@ -36,19 +38,26 @@ public class CrmFollowUpRecordRespVO {
     @Schema(description = "关联的商机编号数组")
     private List<Long> businessIds;
-    @Schema(description = "关联的商机名称数组")
-    private List<String> businessNames;
+    @Schema(description = "关联的商机数组")
+    private List<CrmBusinessRespVO> businesses;
     @Schema(description = "关联的联系人编号数组")
     private List<Long> contactIds;
     @Schema(description = "关联的联系人名称数组")
-    private List<String> contactNames;
+    private List<CrmBusinessRespVO> contacts;
     @Schema(description = "图片")
     private List<String> picUrls;
     @Schema(description = "附件")
     private List<String> fileUrls;
+    @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 = "创建时间", requiredMode = Schema.RequiredMode.REQUIRED)
     private LocalDateTime createTime;
@@ -12,7 +12,6 @@ import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
 import java.util.Collection;
-import java.util.List;
 /**
  * 商机 Mapper
@@ -54,15 +53,6 @@ public interface CrmBusinessMapper extends BaseMapperX&lt;CrmBusinessDO&gt; {
         return selectJoinPage(pageReqVO, CrmBusinessDO.class, query);
     }
-    default List<CrmBusinessDO> selectBatchIds(Collection<Long> ids, Long userId) {
-        MPJLambdaWrapperX<CrmBusinessDO> query = new MPJLambdaWrapperX<>();
-        // 拼接数据权限的查询条件
-        CrmPermissionUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_BUSINESS.getType(), ids, userId);
-        // 拼接自身的查询条件
-        query.selectAll(CrmBusinessDO.class).in(CrmBusinessDO::getId, ids).orderByDesc(CrmBusinessDO::getId);
-        return selectJoinList(CrmBusinessDO.class, query);
-    }
-
     default Long selectCountByStatusTypeId(Long statusTypeId) {
         return selectCount(CrmBusinessDO::getStatusTypeId, statusTypeId);
     }
@@ -69,14 +69,6 @@ public interface CrmContactMapper extends BaseMapperX&lt;CrmContactDO&gt; {
         return selectJoinPage(pageReqVO, CrmContactDO.class, query);
     }
-    default List<CrmContactDO> selectBatchIds(Collection<Long> ids, Long ownerUserId) {
-        MPJLambdaWrapperX<CrmContactDO> query = new MPJLambdaWrapperX<>();
-        // 拼接数据权限的查询条件
-        CrmPermissionUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTACT.getType(), ids, ownerUserId);
-        query.selectAll(CrmContactDO.class).in(CrmContactDO::getId, ids).orderByDesc(CrmContactDO::getId);
-        return selectJoinList(CrmContactDO.class, query);
-    }
-
     default List<CrmContactDO> selectListByCustomerId(Long customerId) {
         return selectList(CrmContactDO::getCustomerId, customerId);
     }
@@ -16,6 +16,9 @@ import jakarta.validation.Valid;
 import java.time.LocalDateTime;
 import java.util.Collection;
 import java.util.List;
+import java.util.Map;
+
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
 /**
  * 商机 Service 接口
@@ -101,15 +104,17 @@ public interface CrmBusinessService {
      * @param ids 编号
      * @return 商机列表
      */
-    List<CrmBusinessDO> getBusinessList(Collection<Long> ids, Long userId);
+    List<CrmBusinessDO> getBusinessList(Collection<Long> ids);
     /**
-     * 获得商机列表
+     * 获得商机 Map
      *
      * @param ids 编号
-     * @return 商机列表
+     * @return 商机 Map
      */
-    List<CrmBusinessDO> getBusinessList(Collection<Long> ids);
+    default Map<Long, CrmBusinessDO> getBusinessMap(Collection<Long> ids) {
+        return convertMap(getBusinessList(ids), CrmBusinessDO::getId);
+    }
     /**
      * 获得指定商机编号的产品列表
@@ -323,14 +323,6 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
     }
     @Override
-    public List<CrmBusinessDO> getBusinessList(Collection<Long> ids, Long userId) {
-        if (CollUtil.isEmpty(ids)) {
-            return ListUtil.empty();
-        }
-        return businessMapper.selectBatchIds(ids, userId);
-    }
-
-    @Override
     public List<CrmBusinessDO> getBusinessList(Collection<Long> ids) {
         if (CollUtil.isEmpty(ids)) {
             return ListUtil.empty();
@@ -98,15 +98,6 @@ public interface CrmContactService {
     /**
      * 获得联系人列表
      *
-     * @param ids    编号
-     * @param userId 用户编号
-     * @return 联系人列表
-     */
-    List<CrmContactDO> getContactListByIds(Collection<Long> ids, Long userId);
-
-    /**
-     * 获得联系人列表
-     *
      * @param ids 编号
      * @return 联系人列表
      */
@@ -258,14 +258,6 @@ public class CrmContactServiceImpl implements CrmContactService {
     }
     @Override
-    public List<CrmContactDO> getContactListByIds(Collection<Long> ids, Long userId) {
-        if (CollUtil.isEmpty(ids)) {
-            return ListUtil.empty();
-        }
-        return contactMapper.selectBatchIds(ids, userId);
-    }
-
-    @Override
     public List<CrmContactDO> getContactList(Collection<Long> ids) {
         if (CollUtil.isEmpty(ids)) {
             return ListUtil.empty();
@@ -69,6 +69,9 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
         crmFollowUpRecordMapper.insert(record);
         // 2. 更新 bizId 对应的记录
+        if (ObjUtil.equal(CrmBizTypeEnum.CRM_CUSTOMER.getType(), record.getBizType())) { // 更新客户跟进信息
+            customerService.updateCustomerFollowUp(record.getBizId(), record.getNextTime(), record.getContent());
+        }
         if (ObjUtil.equal(CrmBizTypeEnum.CRM_BUSINESS.getType(), record.getBizType())) { // 更新商机跟进信息
             businessService.updateBusinessFollowUp(record.getBizId(), record.getNextTime(), record.getContent());
         }
@@ -81,9 +84,6 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
         if (ObjUtil.equal(CrmBizTypeEnum.CRM_CONTRACT.getType(), record.getBizType())) { // 更新合同跟进信息
             contractService.updateContractFollowUp(record.getBizId(), record.getNextTime(), record.getContent());
         }
-        if (ObjUtil.equal(CrmBizTypeEnum.CRM_CUSTOMER.getType(), record.getBizType())) { // 更新客户跟进信息
-            customerService.updateCustomerFollowUp(record.getBizId(), record.getNextTime(), record.getContent());
-        }
         // 3.1 更新 contactIds 对应的记录，只更新 nextTime
         if (CollUtil.isNotEmpty(createReqVO.getContactIds())) {