!851 CRM: 完善线索

Merge pull request !851 from puhui999/develop

!851 CRM: 完善线索
Merge pull request !851 from puhui999/develop
芋道源码 · Gitee
2 parents 206899bf 86a17722
Showing 22 changed files with 553 additions and 181 deletions
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueSaveReqVO.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/customer/CrmCustomerController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/CrmOperateLogController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/operatelog/vo/CrmOperateLogPageReqVO.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/permission/CrmPermissionController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/product/CrmProductController.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/permission/CrmPermissionConvert.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/followup/CrmFollowUpRecordMapper.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/bo/CrmCustomerCreateReqBO.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordService.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/bo/CrmFollowUpCreateReqBO.java
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionServiceImpl.java
@@ -14,9 +14,13 @@ public interface LogRecordConstants {
     String CRM_LEADS_CREATE_SUB_TYPE = "创建线索";
     String CRM_LEADS_CREATE_SUCCESS = "创建了线索{{#clue.name}}";
     String CRM_LEADS_UPDATE_SUB_TYPE = "更新线索";
-    String CRM_LEADS_UPDATE_SUCCESS = "更新了线索【{{#clueName}}】: {_DIFF{#updateReqVO}}";
+    String CRM_LEADS_UPDATE_SUCCESS = "更新了线索【{{#clueName}}】: {_DIFF{#updateReq}}";
     String CRM_LEADS_DELETE_SUB_TYPE = "删除线索";
     String CRM_LEADS_DELETE_SUCCESS = "删除了线索【{{#clueName}}】";
+    String CRM_LEADS_TRANSFER_SUB_TYPE = "转移线索";
+    String CRM_LEADS_TRANSFER_SUCCESS = "将线索【{{#clue.name}}】的负责人从【{getAdminUserById{#clue.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
+    String CRM_LEADS_TRANSLATE_SUB_TYPE = "线索转化为客户";
+    String CRM_LEADS_TRANSLATE_SUCCESS = "将线索【{{#clue.name}}】转化为客户";
     // ======================= CRM_CUSTOMER 客户 =======================
@@ -39,7 +39,7 @@ public class CrmClueController {
     @Operation(summary = "创建线索")
     @PreAuthorize("@ss.hasPermission('crm:clue:create')")
     public CommonResult<Long> createClue(@Valid @RequestBody CrmClueSaveReqVO createReqVO) {
-        return success(clueService.createClue(createReqVO));
+        return success(clueService.createClue(createReqVO, getLoginUserId()));
     }
     @PutMapping("/update")
@@ -2,6 +2,7 @@ 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 com.mzt.logapi.starter.annotation.DiffLogField;
 import io.swagger.v3.oas.annotations.media.Schema;
 import jakarta.validation.constraints.NotEmpty;
 import lombok.Data;
@@ -19,32 +20,39 @@ public class CrmClueSaveReqVO {
     private Long id;
     @Schema(description = "线索名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "线索xxx")
+    @DiffLogField(name = "线索名称")
     @NotEmpty(message = "线索名称不能为空")
     private String name;
     @Schema(description = "下次联系时间", example = "2023-10-18 01:00:00")
+    @DiffLogField(name = "下次联系时间")
     @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
     private LocalDateTime contactNextTime;
     @Schema(description = "电话", example = "18000000000")
+    @DiffLogField(name = "电话")
     @Telephone
     private String telephone;
     @Schema(description = "手机号", example = "18000000000")
+    @DiffLogField(name = "手机号")
     @Mobile
     private String mobile;
     @Schema(description = "地址", example = "北京市海淀区")
+    @DiffLogField(name = "地址")
     private String address;
     @Schema(description = "最后跟进时间")
     @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
+    @DiffLogField(name = "最后跟进时间")
     private LocalDateTime contactLastTime;
     @Schema(description = "负责人编号", example = "2048")
     private Long ownerUserId;
     @Schema(description = "备注", example = "随便")
+    @DiffLogField(name = "备注")
     private String remark;
 }
@@ -17,9 +17,6 @@ import cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants;
 import cn.iocoder.yudao.module.crm.service.contact.CrmContactBusinessService;
 import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
-import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
-import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
-import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
 import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import com.google.common.collect.Lists;
@@ -46,7 +43,6 @@ 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.LogRecordConstants.CRM_CONTACT_TYPE;
 @Tag(name = "管理后台 - CRM 联系人")
 @RestController
@@ -64,8 +60,6 @@ public class CrmContactController {
     @Resource
     private AdminUserApi adminUserApi;
-    @Resource
-    private OperateLogApi operateLogApi;
     @PostMapping("/create")
     @Operation(summary = "创建联系人")
@@ -158,17 +152,6 @@ public class CrmContactController {
                 buildContactDetailPage(pageResult).getList());
     }
-    @GetMapping("/operate-log-page")
-    @Operation(summary = "获得客户操作日志")
-    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
-    public CommonResult<PageResult<OperateLogV2RespDTO>> getCustomerOperateLog(@RequestParam("bizId") Long bizId) {
-        OperateLogV2PageReqDTO reqVO = new OperateLogV2PageReqDTO();
-        reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
-        reqVO.setBizType(CRM_CONTACT_TYPE);
-        reqVO.setBizId(bizId);
-        return success(operateLogApi.getOperateLogPage(BeanUtils.toBean(reqVO, OperateLogV2PageReqDTO.class)));
-    }
-
     /**
      * 构建详细的联系人分页结果
      *
@@ -17,9 +17,6 @@ import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerPoolConfigService
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
 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.logger.OperateLogApi;
-import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
-import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
 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;
@@ -44,7 +41,6 @@ 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.LogRecordConstants.CRM_CUSTOMER_TYPE;
 @Tag(name = "管理后台 - CRM 客户")
 @RestController
@@ -60,8 +56,7 @@ public class CrmCustomerController {
     private DeptApi deptApi;
     @Resource
     private AdminUserApi adminUserApi;
-    @Resource
-    private OperateLogApi operateLogApi;
+
     @PostMapping("/create")
     @Operation(summary = "创建客户")
@@ -182,19 +177,6 @@ public class CrmCustomerController {
         return success(true);
     }
-    // TODO @puhui999：要不搞个通用的 CrmOperateLogController，之后所有业务都调用它？
-    @GetMapping("/operate-log-page")
-    @Operation(summary = "获得客户操作日志")
-    @Parameter(name = "id", description = "客户编号", required = true)
-    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
-    public CommonResult<PageResult<OperateLogV2RespDTO>> getCustomerOperateLog(@RequestParam("id") Long id) {
-        OperateLogV2PageReqDTO reqDTO = new OperateLogV2PageReqDTO();
-        reqDTO.setPageSize(PAGE_SIZE_NONE); // 不分页
-        reqDTO.setBizType(CRM_CUSTOMER_TYPE);
-        reqDTO.setBizId(id);
-        return success(operateLogApi.getOperateLogPage(reqDTO));
-    }
-
     @PutMapping("/lock")
     @Operation(summary = "锁定/解锁客户")
     @PreAuthorize("@ss.hasPermission('crm:customer:update')")
+package cn.iocoder.yudao.module.crm.controller.admin.operatelog;
+
+import cn.iocoder.yudao.framework.common.pojo.CommonResult;
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo.CrmOperateLogPageReqVO;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
+import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
+import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.Parameter;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.annotation.Resource;
+import jakarta.validation.Valid;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.validation.annotation.Validated;
+import org.springframework.web.bind.annotation.GetMapping;
+import org.springframework.web.bind.annotation.RequestMapping;
+import org.springframework.web.bind.annotation.RestController;
+
+import java.util.HashMap;
+import java.util.Map;
+
+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.module.crm.enums.LogRecordConstants.*;
+
+@Tag(name = "管理后台 - 操作日志")
+@RestController
+@RequestMapping("/crm/operate-log")
+@Validated
+public class CrmOperateLogController {
+
+    @Resource
+    private OperateLogApi operateLogApi;
+
+    private static final Map<Integer, String> BIZ_TYPE_MAP = new HashMap<>();
+
+    static {
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_LEADS.getType(), CRM_LEADS_TYPE);
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CUSTOMER.getType(), CRM_CUSTOMER_TYPE);
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTACT.getType(), CRM_CONTACT_TYPE);
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_BUSINESS.getType(), CRM_BUSINESS_TYPE);
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_CONTRACT.getType(), CRM_CONTRACT_TYPE);
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_PRODUCT.getType(), CRM_PRODUCT_TYPE);
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE.getType(), CRM_RECEIVABLE_TYPE);
+        BIZ_TYPE_MAP.put(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), CRM_RECEIVABLE_PLAN_TYPE);
+    }
+
+    @GetMapping("/page")
+    @Operation(summary = "获得操作日志")
+    @Parameter(name = "id", description = "客户编号", required = true)
+    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
+    public CommonResult<PageResult<OperateLogV2RespDTO>> getCustomerOperateLog(@Valid CrmOperateLogPageReqVO pageReqVO) {
+        OperateLogV2PageReqDTO reqDTO = new OperateLogV2PageReqDTO();
+        reqDTO.setPageSize(PAGE_SIZE_NONE); // 默认不分页，需要分页需注释
+        reqDTO.setBizType(BIZ_TYPE_MAP.get(pageReqVO.getBizType()));
+        reqDTO.setBizId(pageReqVO.getBizId());
+        return success(operateLogApi.getOperateLogPage(reqDTO));
+    }
+
+}
+package cn.iocoder.yudao.module.crm.controller.admin.operatelog.vo;
+
+import cn.iocoder.yudao.framework.common.pojo.PageParam;
+import cn.iocoder.yudao.framework.common.validation.InEnum;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+import lombok.ToString;
+
+@Schema(description = "管理后台 - 跟进记录分页 Request VO")
+@Data
+@EqualsAndHashCode(callSuper = true)
+@ToString(callSuper = true)
+public class CrmOperateLogPageReqVO extends PageParam {
+
+    @Schema(description = "数据类型", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    @InEnum(CrmBizTypeEnum.class)
+    @NotNull(message = "数据类型不能为空")
+    private Integer bizType;
+
+    @Schema(description = "数据编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    @NotNull(message = "数据编号不能为空")
+    private Long bizId;
+
+}
@@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.permission;
 import cn.hutool.core.collection.CollUtil;
 import cn.iocoder.yudao.framework.common.pojo.CommonResult;
 import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
@@ -11,6 +12,7 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
 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.permission.CrmPermissionService;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
 import cn.iocoder.yudao.module.system.api.dept.DeptApi;
 import cn.iocoder.yudao.module.system.api.dept.PostApi;
 import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
@@ -55,7 +57,7 @@ public class CrmPermissionController {
     @PreAuthorize("@ss.hasPermission('crm:permission:create')")
     @CrmPermission(bizTypeValue = "#reqVO.bizType", bizId = "#reqVO.bizId", level = CrmPermissionLevelEnum.OWNER)
     public CommonResult<Boolean> addPermission(@Valid @RequestBody CrmPermissionCreateReqVO reqVO) {
-        permissionService.createPermission(CrmPermissionConvert.INSTANCE.convert(reqVO));
+        permissionService.createPermission(BeanUtils.toBean(reqVO, CrmPermissionCreateReqBO.class));
         return success(true);
     }
@@ -5,7 +5,6 @@ import cn.iocoder.yudao.framework.common.pojo.CommonResult;
 import cn.iocoder.yudao.framework.common.pojo.PageParam;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.common.util.collection.SetUtils;
-import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 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.product.vo.product.CrmProductPageReqVO;
@@ -16,9 +15,6 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductCategoryDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.product.CrmProductDO;
 import cn.iocoder.yudao.module.crm.service.product.CrmProductCategoryService;
 import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
-import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
-import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2PageReqDTO;
-import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
 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;
@@ -38,12 +34,10 @@ import java.util.Map;
 import java.util.stream.Stream;
 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.convertSet;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
 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.LogRecordConstants.CRM_PRODUCT_TYPE;
 @Tag(name = "管理后台 - CRM 产品")
 @RestController
@@ -56,8 +50,6 @@ public class CrmProductController {
     @Resource
     private CrmProductCategoryService productCategoryService;
     @Resource
-    private OperateLogApi operateLogApi;
-    @Resource
     private AdminUserApi adminUserApi;
     @PostMapping("/create")
@@ -131,14 +123,4 @@ public class CrmProductController {
         return CrmProductConvert.INSTANCE.convertList(list, userMap, productCategoryList);
     }
-    @GetMapping("/operate-log-page")
-    @Operation(summary = "获得产品操作日志")
-    @PreAuthorize("@ss.hasPermission('crm:product:query')")
-    public CommonResult<PageResult<OperateLogV2RespDTO>> getProductOperateLog(@RequestParam("bizId") Long bizId) {
-        OperateLogV2PageReqDTO reqVO = new OperateLogV2PageReqDTO();
-        reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
-        reqVO.setBizType(CRM_PRODUCT_TYPE).setBizId(bizId);
-        return success(operateLogApi.getOperateLogPage(BeanUtils.toBean(reqVO, OperateLogV2PageReqDTO.class)));
-    }
-
 }
@@ -3,12 +3,9 @@ package cn.iocoder.yudao.module.crm.convert.permission;
 import cn.hutool.core.collection.CollUtil;
 import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
 import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
-import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionRespVO;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
-import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
-import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionUpdateReqBO;
 import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
 import cn.iocoder.yudao.module.system.api.dept.dto.PostRespDTO;
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
@@ -32,14 +29,6 @@ public interface CrmPermissionConvert {
     CrmPermissionConvert INSTANCE = Mappers.getMapper(CrmPermissionConvert.class);
-    CrmPermissionDO convert(CrmPermissionCreateReqBO createBO);
-
-    CrmPermissionDO convert(CrmPermissionUpdateReqBO updateBO);
-
-    CrmPermissionCreateReqBO convert(CrmPermissionCreateReqVO reqVO);
-
-    CrmPermissionUpdateReqBO convert(CrmPermissionUpdateReqVO updateReqVO);
-
     List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission);
     default List<CrmPermissionRespVO> convert(List<CrmPermissionDO> permission, List<AdminUserRespDTO> userList,
@@ -65,7 +54,4 @@ public interface CrmPermissionConvert {
                 id -> new CrmPermissionDO().setId(id).setLevel(updateReqVO.getLevel()));
     }
-    // TODO @puhui999：搞成 BeanUtils
-    List<CrmPermissionDO> convertList(List<CrmPermissionCreateReqBO> list);
-
 }
@@ -7,6 +7,9 @@ import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecor
 import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
 import org.apache.ibatis.annotations.Mapper;
+import java.util.Collection;
+import java.util.List;
+
 /**
  * 跟进记录 Mapper
  *
@@ -22,4 +25,14 @@ public interface CrmFollowUpRecordMapper extends BaseMapperX&lt;CrmFollowUpRecordDO
                 .orderByDesc(CrmFollowUpRecordDO::getId));
     }
+    default void deleteByBiz(Integer bizType, Long bizId) {
+        delete(new LambdaQueryWrapperX<CrmFollowUpRecordDO>().eq(CrmFollowUpRecordDO::getBizType, bizType)
+                .eq(CrmFollowUpRecordDO::getBizId, bizId));
+    }
+
+    default List<CrmFollowUpRecordDO> selectListByBiz(Integer bizType, Collection<Long> bizIds) {
+        return selectList(new LambdaQueryWrapperX<CrmFollowUpRecordDO>().eq(CrmFollowUpRecordDO::getBizType, bizType)
+                .in(CrmFollowUpRecordDO::getBizId, bizIds));
+    }
+
 }
 \ No newline at end of file
@@ -23,9 +23,10 @@ public interface CrmClueService {
      * 创建线索
      *
      * @param createReqVO 创建信息
+     * @param userId      用户编号
      * @return 编号
      */
-    Long createClue(@Valid CrmClueSaveReqVO createReqVO);
+    Long createClue(@Valid CrmClueSaveReqVO createReqVO, Long userId);
     /**
      * 更新线索
@@ -3,10 +3,10 @@ package cn.iocoder.yudao.module.crm.service.clue;
 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.collection.ListUtil;
 import cn.hutool.core.lang.Assert;
+import cn.hutool.core.util.ObjUtil;
 import cn.hutool.core.util.ObjectUtil;
-import cn.hutool.core.util.StrUtil;
+import cn.hutool.extra.spring.SpringUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
-import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
 import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
@@ -15,11 +15,16 @@ import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransformReqV
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerSaveReqVO;
 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.dal.dataobject.customer.CrmCustomerDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.clue.CrmClueMapper;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 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.customer.bo.CrmCustomerCreateReqBO;
+import cn.iocoder.yudao.module.crm.service.followup.CrmFollowUpRecordService;
+import cn.iocoder.yudao.module.crm.service.followup.bo.CrmFollowUpCreateReqBO;
 import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
 import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
@@ -32,17 +37,14 @@ 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 java.util.Set;
+import java.util.*;
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
-import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
-import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
 import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
 import static cn.iocoder.yudao.module.system.enums.ErrorCodeConstants.USER_NOT_EXISTS;
+import static java.util.Collections.singletonList;
 /**
  * 线索 Service 实现类
@@ -61,7 +63,8 @@ public class CrmClueServiceImpl implements CrmClueService {
     @Resource
     private CrmPermissionService crmPermissionService;
-
+    @Resource
+    private CrmFollowUpRecordService followUpRecordService;
     @Resource
     private AdminUserApi adminUserApi;
@@ -69,21 +72,23 @@ public class CrmClueServiceImpl implements CrmClueService {
     @Transactional(rollbackFor = Exception.class)
     @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_CREATE_SUB_TYPE, bizNo = "{{#clue.id}}",
             success = CRM_LEADS_CREATE_SUCCESS)
-    public Long createClue(CrmClueSaveReqVO createReqVO) {
+    public Long createClue(CrmClueSaveReqVO createReqVO, Long userId) {
         // 1. 校验关联数据
         validateRelationDataExists(createReqVO);
         // 2. 插入
-        CrmClueDO clue = BeanUtils.toBean(createReqVO, CrmClueDO.class);
+        CrmClueDO clue = BeanUtils.toBean(createReqVO, CrmClueDO.class).setId(null);
+        if (ObjUtil.isNull(createReqVO.getOwnerUserId())) {
+            clue.setOwnerUserId(userId); // 如果没有设置负责人那么默认操作人为负责人
+        } else {
+            // 校验负责人是否存在
+            adminUserApi.validateUserList(singletonList(createReqVO.getOwnerUserId()));
+        }
         clueMapper.insert(clue);
         // 3. 创建数据权限
-        CrmPermissionCreateReqBO createReqBO = new CrmPermissionCreateReqBO()
-                .setBizType(CrmBizTypeEnum.CRM_LEADS.getType())
-                .setBizId(clue.getId())
-                // 设置当前操作的人为负责人
-                .setUserId(getLoginUserId())
-                .setLevel(CrmPermissionLevelEnum.OWNER.getLevel());
+        CrmPermissionCreateReqBO createReqBO = new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_LEADS.getType())
+                .setBizId(clue.getId()).setUserId(clue.getOwnerUserId()).setLevel(CrmPermissionLevelEnum.OWNER.getLevel());
         crmPermissionService.createPermission(createReqBO);
         // 4. 记录操作日志上下文
@@ -95,16 +100,16 @@ public class CrmClueServiceImpl implements CrmClueService {
     @Transactional(rollbackFor = Exception.class)
     @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
             success = CRM_LEADS_UPDATE_SUCCESS)
-    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
-    public void updateClue(CrmClueSaveReqVO updateReqVO) {
-        Assert.notNull(updateReqVO.getId(), "线索编号不能为空");
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#updateReq.id", level = CrmPermissionLevelEnum.OWNER)
+    public void updateClue(CrmClueSaveReqVO updateReq) {
+        Assert.notNull(updateReq.getId(), "线索编号不能为空");
         // 1. 校验线索是否存在
-        CrmClueDO oldClue = validateClueExists(updateReqVO.getId());
+        CrmClueDO oldClue = validateClueExists(updateReq.getId());
         // 2. 校验关联数据
-        validateRelationDataExists(updateReqVO);
+        validateRelationDataExists(updateReq);
         // 3. 更新
-        CrmClueDO updateObj = BeanUtils.toBean(updateReqVO, CrmClueDO.class);
+        CrmClueDO updateObj = BeanUtils.toBean(updateReq, CrmClueDO.class);
         clueMapper.updateById(updateObj);
         // 3. 记录操作日志上下文
@@ -113,8 +118,19 @@ public class CrmClueServiceImpl implements CrmClueService {
     }
     @Override
-    public void updateClueFollowUp(CrmUpdateFollowUpReqBO clueUpdateFollowUpReqBO) {
-        clueMapper.updateById(BeanUtils.toBean(clueUpdateFollowUpReqBO, CrmClueDO.class).setId(clueUpdateFollowUpReqBO.getBizId()));
+    @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_UPDATE_SUB_TYPE, bizNo = "{{#updateReq.bizId}",
+            success = CRM_LEADS_UPDATE_SUCCESS)
+    public void updateClueFollowUp(CrmUpdateFollowUpReqBO updateReq) {
+        // 校验线索是否存在
+        CrmClueDO oldClue = validateClueExists(updateReq.getBizId());
+
+        // 更新
+        clueMapper.updateById(BeanUtils.toBean(updateReq, CrmClueDO.class).setId(updateReq.getBizId()));
+
+        // 3. 记录操作日志上下文
+        LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldClue, CrmUpdateFollowUpReqBO.class));
+        LogRecordContext.putVariable("clueName", oldClue.getName());
+
     }
     @Override
@@ -132,78 +148,89 @@ public class CrmClueServiceImpl implements CrmClueService {
         // 3. 删除数据权限
         crmPermissionService.deletePermission(CrmBizTypeEnum.CRM_LEADS.getType(), id);
-        // 4. 记录操作日志上下文
-        LogRecordContext.putVariable("clueName", clue.getName());
-    }
-
-    private CrmClueDO validateClueExists(Long id) {
-        CrmClueDO crmClueDO = clueMapper.selectById(id);
-        if (crmClueDO == null) {
-            throw exception(CLUE_NOT_EXISTS);
-        }
-        return crmClueDO;
-    }
-
-    @Override
-    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.READ)
-    public CrmClueDO getClue(Long id) {
-        return clueMapper.selectById(id);
-    }
+        // 4. 删除跟进
+        followUpRecordService.deleteFollowUpRecordByBiz(CrmBizTypeEnum.CRM_LEADS.getType(), id);
-    @Override
-    public List<CrmClueDO> getClueList(Collection<Long> ids, Long userId) {
-        if (CollUtil.isEmpty(ids)) {
-            return ListUtil.empty();
-        }
-        return clueMapper.selectBatchIds(ids, userId);
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("clueName", clue.getName());
     }
-    @Override
-    public PageResult<CrmClueDO> getCluePage(CrmCluePageReqVO pageReqVO, Long userId) {
-        return clueMapper.selectPage(pageReqVO, userId);
-    }
     @Override
+    @Transactional(rollbackFor = Exception.class)
+    @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}",
+            success = CRM_LEADS_TRANSFER_SUCCESS)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void transferClue(CrmClueTransferReqVO reqVO, Long userId) {
         // 1 校验线索是否存在
-        validateClueExists(reqVO.getId());
+        CrmClueDO clue = validateClueExists(reqVO.getId());
         // 2.1 数据权限转移
         crmPermissionService.transferPermission(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
+        // 3. 记录转移日志
+        LogRecordContext.putVariable("clue", clue);
     }
     @Override
     @Transactional(rollbackFor = Exception.class)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void translateCustomer(CrmClueTransformReqVO reqVO, Long userId) {
-        // 校验线索都存在
+        // 1.1 校验线索都存在
         Set<Long> clueIds = reqVO.getIds();
         List<CrmClueDO> clues = getClueList(clueIds, userId);
         if (CollUtil.isEmpty(clues) || ObjectUtil.notEqual(clues.size(), clueIds.size())) {
             clueIds.removeAll(convertSet(clues, CrmClueDO::getId));
-            throw exception(CLUE_ANY_CLUE_NOT_EXISTS, StrUtil.join(",", clueIds));
+            throw exception(CLUE_ANY_CLUE_NOT_EXISTS, clueIds);
         }
-
-        // 存在已经转化的，直接提示哈。避免操作的用户，以为都转化成功了
-        List<CrmClueDO> translatedClues = CollectionUtils.filterList(clues,
+        // 1.2 存在已经转化的，直接提示哈。避免操作的用户，以为都转化成功了
+        List<CrmClueDO> translatedClues = filterList(clues,
                 clue -> ObjectUtil.equal(Boolean.TRUE, clue.getTransformStatus()));
         if (CollUtil.isNotEmpty(translatedClues)) {
-            throw exception(CLUE_ANY_CLUE_ALREADY_TRANSLATED, StrUtil.join(",", convertSet(translatedClues, CrmClueDO::getId)));
+            throw exception(CLUE_ANY_CLUE_ALREADY_TRANSLATED, convertSet(translatedClues, CrmClueDO::getId));
+        }
+
+        // 2. 遍历线索(未转化的线索)，创建对应的客户
+        List<CrmClueDO> translateClues = filterList(clues, clue -> ObjUtil.equal(Boolean.FALSE, clue.getTransformStatus()));
+        List<CrmCustomerDO> customers = customerService.createCustomerBatch(convertList(translateClues, clue ->
+                BeanUtils.toBean(clue, CrmCustomerCreateReqBO.class)), userId);
+
+        Map<Long, Long> clueCustomerIdMap = new HashMap<>(translateClues.size());
+        // 2.1 更新线索
+        clueMapper.updateBatch(convertList(customers, customer -> {
+            CrmClueDO firstClue = findFirst(translateClues, clue -> ObjUtil.equal(clue.getName(), customer.getName()));
+            clueCustomerIdMap.put(firstClue.getId(), customer.getId());
+            return new CrmClueDO().setId(firstClue.getId()).setTransformStatus(Boolean.TRUE).setCustomerId(customer.getId());
+        }));
+        // 2.3 复制跟进
+        updateFollowUpRecords(clueCustomerIdMap);
+
+        // 3. 记录操作日志
+        for (CrmClueDO clue : translateClues) {
+            getSelf().receiveClueLog(clue);
+        }
+    }
+
+    private void updateFollowUpRecords(Map<Long, Long> clueCustomerIdMap) {
+        List<CrmFollowUpRecordDO> followUpRecords = followUpRecordService.getFollowUpRecordByBiz(
+                CrmBizTypeEnum.CRM_LEADS.getType(), clueCustomerIdMap.keySet());
+        if (CollUtil.isEmpty(followUpRecords)) {
+            return;
         }
-        // 遍历线索(未转化的线索)，创建对应的客户
-        reqVO.getIds().forEach(id -> {
-            // 1. 创建客户
-            CrmCustomerSaveReqVO customerSaveReqVO = BeanUtils.toBean(id, CrmCustomerSaveReqVO.class).setId(null);
-            Long customerId = customerService.createCustomer(customerSaveReqVO, userId);
-            // TODO @puhui999：如果有跟进记录，需要一起转过去；提问：艿艿这里是复制线索所有的跟进吗？还是直接把线索相关的跟进 bizType、bizId 全改为关联客户？
-            // 2. 更新线索
-            clueMapper.updateById(new CrmClueDO().setId(id)
-                    .setTransformStatus(Boolean.TRUE).setCustomerId(customerId));
-        });
+        // 创建跟进
+        followUpRecordService.createFollowUpRecordBatch(convertList(followUpRecords, followUpRecord ->
+                BeanUtils.toBean(followUpRecord, CrmFollowUpCreateReqBO.class).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
+                        .setBizId(clueCustomerIdMap.get(followUpRecord.getBizId()))));
+    }
+
+    @LogRecord(type = CRM_LEADS_TYPE, subType = CRM_LEADS_TRANSLATE_SUB_TYPE, bizNo = "{{#clue.id}}",
+            success = CRM_LEADS_TRANSLATE_SUCCESS)
+    public void receiveClueLog(CrmClueDO clue) {
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("clue", clue);
     }
     private void validateRelationDataExists(CrmClueSaveReqVO reqVO) {
@@ -214,4 +241,40 @@ public class CrmClueServiceImpl implements CrmClueService {
         }
     }
+    private CrmClueDO validateClueExists(Long id) {
+        CrmClueDO crmClueDO = clueMapper.selectById(id);
+        if (crmClueDO == null) {
+            throw exception(CLUE_NOT_EXISTS);
+        }
+        return crmClueDO;
+    }
+
+    @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.READ)
+    public CrmClueDO getClue(Long id) {
+        return clueMapper.selectById(id);
+    }
+
+    @Override
+    public List<CrmClueDO> getClueList(Collection<Long> ids, Long userId) {
+        if (CollUtil.isEmpty(ids)) {
+            return ListUtil.empty();
+        }
+        return clueMapper.selectBatchIds(ids, userId);
+    }
+
+    @Override
+    public PageResult<CrmClueDO> getCluePage(CrmCluePageReqVO pageReqVO, Long userId) {
+        return clueMapper.selectPage(pageReqVO, userId);
+    }
+
+    /**
+     * 获得自身的代理对象，解决 AOP 生效问题
+     *
+     * @return 自己
+     */
+    private CrmClueServiceImpl getSelf() {
+        return SpringUtil.getBean(getClass());
+    }
+
 }
@@ -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.service.customer.bo.CrmCustomerCreateReqBO;
 import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import jakarta.validation.Valid;
@@ -98,6 +99,15 @@ public interface CrmCustomerService {
      */
     void updateCustomerFollowUp(CrmUpdateFollowUpReqBO customerUpdateFollowUpReqBO);
+    /**
+     * 批量创建客户
+     *
+     * @param customerCreateReqBOs 请求
+     * @param userId               用户编号
+     * @return 客户列表
+     */
+    List<CrmCustomerDO> createCustomerBatch(List<CrmCustomerCreateReqBO> customerCreateReqBOs, Long userId);
+
     // ==================== 公海相关操作 ====================
     /**
@@ -21,6 +21,7 @@ import cn.iocoder.yudao.module.crm.framework.permission.core.util.CrmPermissionU
 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.contract.CrmContractService;
+import cn.iocoder.yudao.module.crm.service.customer.bo.CrmCustomerCreateReqBO;
 import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
 import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
@@ -42,10 +43,12 @@ import java.util.Collections;
 import java.util.List;
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
 import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
 import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_LOCK_LIMIT;
 import static cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLimitConfigTypeEnum.CUSTOMER_OWNER_LIMIT;
+import static java.util.Collections.emptyList;
 import static java.util.Collections.singletonList;
 /**
@@ -209,6 +212,25 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         customerMapper.updateById(BeanUtils.toBean(customerUpdateFollowUpReqBO, CrmCustomerDO.class).setId(customerUpdateFollowUpReqBO.getBizId()));
     }
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public List<CrmCustomerDO> createCustomerBatch(List<CrmCustomerCreateReqBO> customerCreateReqBOs, Long userId) {
+        if (CollUtil.isEmpty(customerCreateReqBOs)) {
+            return emptyList();
+        }
+
+        // 创建客户
+        List<CrmCustomerDO> customers = convertList(customerCreateReqBOs, customerBO ->
+                BeanUtils.toBean(customerBO, CrmCustomerDO.class).setOwnerUserId(userId));
+        customerMapper.insertBatch(customers);
+
+        // 创建负责人数据权限
+        permissionService.createPermissionBatch(convertList(customers, customer -> new CrmPermissionCreateReqBO()
+                .setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()).setBizId(customer.getId()).setUserId(userId)
+                .setLevel(CrmPermissionLevelEnum.OWNER.getLevel())));
+        return customers;
+    }
+
     // ==================== 公海相关操作 ====================
     @Override
+package cn.iocoder.yudao.module.crm.service.customer.bo;
+
+import cn.iocoder.yudao.framework.common.validation.Mobile;
+import cn.iocoder.yudao.framework.common.validation.Telephone;
+import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
+import jakarta.validation.constraints.Email;
+import jakarta.validation.constraints.NotEmpty;
+import jakarta.validation.constraints.Size;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+/**
+ * 客户创建 Create Req BO
+ *
+ * @author HUIHUI
+ */
+@Data
+public class CrmCustomerCreateReqBO {
+
+    /**
+     * 客户名称
+     */
+    @NotEmpty(message = "客户名称不能为空")
+    private String name;
+    /**
+     * 跟进状态
+     */
+    private Boolean followUpStatus;
+    /**
+     * 锁定状态
+     */
+    private Boolean lockStatus;
+    /**
+     * 成交状态
+     */
+    private Boolean dealStatus;
+    /**
+     * 所属行业
+     *
+     * 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_INDUSTRY}
+     */
+    private Integer industryId;
+    /**
+     * 客户等级
+     *
+     * 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_LEVEL}
+     */
+    private Integer level;
+    /**
+     * 客户来源
+     *
+     * 对应字典 {@link DictTypeConstants#CRM_CUSTOMER_SOURCE}
+     */
+    private Integer source;
+
+    /**
+     * 手机
+     */
+    @Mobile
+    private String mobile;
+    /**
+     * 电话
+     */
+    @Telephone
+    private String telephone;
+    /**
+     * 网址
+     */
+    private String website;
+    /**
+     * QQ
+     */
+    private String qq;
+    /**
+     * wechat
+     */
+    private String wechat;
+
+    /**
+     * 邮箱
+     */
+    @Email(message = "邮箱格式不正确")
+    private String email;
+
+    /**
+     * 客户描述
+     */
+    @Size(max = 4096, message = "客户描述长度不能超过 4096 个字符")
+    private String description;
+    /**
+     * 备注
+     */
+    private String remark;
+    /**
+     * 负责人的用户编号
+     *
+     * 关联 AdminUserDO 的 id 字段
+     */
+    private Long ownerUserId;
+    /**
+     * 所在地
+     *
+     * 关联 {@link cn.iocoder.yudao.framework.ip.core.Area#getId()} 字段
+     */
+    private Integer areaId;
+    /**
+     * 详细地址
+     */
+    private String detailAddress;
+
+    /**
+     * 最后跟进时间
+     */
+    private LocalDateTime contactLastTime;
+    /**
+     * 最后跟进内容
+     */
+    private String contactLastContent;
+    /**
+     * 下次联系时间
+     */
+    private LocalDateTime contactNextTime;
+
+}
@@ -4,8 +4,12 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordPageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.followup.vo.CrmFollowUpRecordSaveReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.followup.CrmFollowUpRecordDO;
+import cn.iocoder.yudao.module.crm.service.followup.bo.CrmFollowUpCreateReqBO;
 import jakarta.validation.Valid;
+import java.util.Collection;
+import java.util.List;
+
 /**
  * 跟进记录 Service 接口
  *
@@ -22,6 +26,13 @@ public interface CrmFollowUpRecordService {
     Long createFollowUpRecord(@Valid CrmFollowUpRecordSaveReqVO createReqVO);
     /**
+     * 创建更进
+     *
+     * @param followUpCreateReqBOs 请求
+     */
+    void createFollowUpRecordBatch(List<CrmFollowUpCreateReqBO> followUpCreateReqBOs);
+
+    /**
      * 删除跟进记录 (数据权限基于 bizType、 bizId)
      *
      * @param id     编号
@@ -30,6 +41,14 @@ public interface CrmFollowUpRecordService {
     void deleteFollowUpRecord(Long id, Long userId);
     /**
+     * 删除跟进
+     *
+     * @param bizType 模块类型
+     * @param bizId   模块数据编号
+     */
+    void deleteFollowUpRecordByBiz(Integer bizType, Long bizId);
+
+    /**
      * 获得跟进记录
      *
      * @param id 编号
@@ -45,4 +64,13 @@ public interface CrmFollowUpRecordService {
      */
     PageResult<CrmFollowUpRecordDO> getFollowUpRecordPage(CrmFollowUpRecordPageReqVO pageReqVO);
+    /**
+     * 获取跟进记录
+     *
+     * @param bizType 模块类型
+     * @param bizIds  模块数据编号
+     * @return 跟进列表
+     */
+    List<CrmFollowUpRecordDO> getFollowUpRecordByBiz(Integer bizType, Collection<Long> bizIds);
+
 }
 \ No newline at end of file
@@ -17,13 +17,16 @@ import cn.iocoder.yudao.module.crm.service.clue.CrmClueService;
 import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
 import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
+import cn.iocoder.yudao.module.crm.service.followup.bo.CrmFollowUpCreateReqBO;
 import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
 import jakarta.annotation.Resource;
+import org.springframework.context.annotation.Lazy;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
 import java.time.LocalDateTime;
+import java.util.Collection;
 import java.util.Collections;
 import java.util.List;
@@ -46,16 +49,22 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
     private CrmFollowUpRecordMapper crmFollowUpRecordMapper;
     @Resource
+    @Lazy
     private CrmPermissionService permissionService;
     @Resource
+    @Lazy
     private CrmBusinessService businessService;
     @Resource
+    @Lazy
     private CrmClueService clueService;
     @Resource
+    @Lazy
     private CrmContactService contactService;
     @Resource
+    @Lazy
     private CrmContractService contractService;
     @Resource
+    @Lazy
     private CrmCustomerService customerService;
     @Override
@@ -97,6 +106,16 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
     }
     @Override
+    public void createFollowUpRecordBatch(List<CrmFollowUpCreateReqBO> followUpCreateReqBOs) {
+        if (CollUtil.isEmpty(followUpCreateReqBOs)) {
+            return;
+        }
+
+        List<CrmFollowUpRecordDO> followUpRecords = BeanUtils.toBean(followUpCreateReqBOs, CrmFollowUpRecordDO.class);
+        crmFollowUpRecordMapper.insertBatch(followUpRecords);
+    }
+
+    @Override
     public void deleteFollowUpRecord(Long id, Long userId) {
         // 校验存在
         CrmFollowUpRecordDO followUpRecord = validateFollowUpRecordExists(id);
@@ -113,6 +132,12 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
         crmFollowUpRecordMapper.deleteById(id);
     }
+    @Override
+    public void deleteFollowUpRecordByBiz(Integer bizType, Long bizId) {
+        // 删除
+        crmFollowUpRecordMapper.deleteByBiz(bizType, bizId);
+    }
+
     private CrmFollowUpRecordDO validateFollowUpRecordExists(Long id) {
         CrmFollowUpRecordDO followUpRecord = crmFollowUpRecordMapper.selectById(id);
         if (followUpRecord == null) {
@@ -132,4 +157,9 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
         return crmFollowUpRecordMapper.selectPage(pageReqVO);
     }
+    @Override
+    public List<CrmFollowUpRecordDO> getFollowUpRecordByBiz(Integer bizType, Collection<Long> bizIds) {
+        return crmFollowUpRecordMapper.selectListByBiz(bizType, bizIds);
+    }
+
 }
 \ No newline at end of file
+package cn.iocoder.yudao.module.crm.service.followup.bo;
+
+import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
+import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import jakarta.validation.constraints.NotEmpty;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+import java.util.List;
+
+/**
+ * 跟进信息 Create Req BO
+ *
+ * @author HUIHUI
+ */
+@Data
+public class CrmFollowUpCreateReqBO {
+
+    /**
+     * 数据类型
+     *
+     * 枚举 {@link CrmBizTypeEnum}
+     */
+    @NotNull(message = "数据类型不能为空")
+    private Integer bizType;
+    /**
+     * 数据编号
+     *
+     * 关联 {@link CrmBizTypeEnum} 对应模块 DO 的 id 字段
+     */
+    @NotNull(message = "数据编号不能为空")
+    private Long bizId;
+
+    /**
+     * 跟进类型
+     *
+     * 关联 {@link DictTypeConstants#CRM_FOLLOW_UP_TYPE} 字典
+     */
+    @NotNull(message = "跟进类型不能为空")
+    private Integer type;
+    /**
+     * 跟进内容
+     */
+    @NotEmpty(message = "跟进内容不能为空")
+    private String content;
+    /**
+     * 下次联系时间
+     */
+    @NotNull(message = "下次联系时间不能为空")
+    private LocalDateTime nextTime;
+
+    /**
+     * 图片
+     */
+    private List<String> picUrls;
+    /**
+     * 附件
+     */
+    private List<String> fileUrls;
+
+    /**
+     * 关联的商机编号数组
+     *
+     * 关联 {@link CrmBusinessDO#getId()}
+     */
+    private List<Long> businessIds;
+
+    /**
+     * 关联的联系人编号数组
+     *
+     * 关联 {@link CrmContactDO#getId()}
+     */
+    private List<Long> contactIds;
+
+}
@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.service.permission;
 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.util.ObjUtil;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.permission.vo.CrmPermissionUpdateReqVO;
 import cn.iocoder.yudao.module.crm.convert.permission.CrmPermissionConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
@@ -50,7 +51,7 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
         adminUserApi.validateUserList(Collections.singletonList(createReqBO.getUserId()));
         // 2. 创建
-        CrmPermissionDO permission = CrmPermissionConvert.INSTANCE.convert(createReqBO);
+        CrmPermissionDO permission = BeanUtils.toBean(createReqBO, CrmPermissionDO.class);
         permissionMapper.insert(permission);
         return permission.getId();
     }
@@ -62,7 +63,7 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
         adminUserApi.validateUserList(convertSet(createReqBOs, CrmPermissionCreateReqBO::getUserId));
         // 2. 创建
-        List<CrmPermissionDO> permissions = CrmPermissionConvert.INSTANCE.convertList(createReqBOs);
+        List<CrmPermissionDO> permissions = BeanUtils.toBean(createReqBOs, CrmPermissionDO.class);
         permissionMapper.insertBatch(permissions);
     }
-package cn.iocoder.yudao.module.crm.service.permission.bo;
-
-import cn.iocoder.yudao.framework.common.validation.InEnum;
-import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
-import lombok.Data;
-
-import jakarta.validation.constraints.NotNull;
-
-/**
- * crm 数据权限 Update Req BO
- *
- * @author HUIHUI
- */
-@Data
-public class CrmPermissionUpdateReqBO {
-
-    /**
-     * 数据权限编号
-     */
-    @NotNull(message = "数据权限编号不能为空")
-    private Long id;
-
-    /**
-     * 当前登录用户编号
-     */
-    @NotNull(message = "用户编号不能为空")
-    private Long userId;
-
-    /**
-     * 权限级别
-     */
-    @NotNull(message = "权限级别不能为空")
-    @InEnum(CrmPermissionLevelEnum.class)
-    private Integer level;
-
-}
@@ -15,6 +15,7 @@ import java.util.List;
 import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
 import static cn.iocoder.yudao.framework.common.util.object.ObjectUtils.cloneIgnoreId;
+import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
 import static cn.iocoder.yudao.framework.test.core.util.AssertUtils.assertPojoEquals;
 import static cn.iocoder.yudao.framework.test.core.util.AssertUtils.assertServiceException;
 import static cn.iocoder.yudao.framework.test.core.util.RandomUtils.randomLongId;
@@ -45,7 +46,7 @@ public class CrmClueServiceImplTest extends BaseDbUnitTest {
         CrmClueSaveReqVO reqVO = randomPojo(CrmClueSaveReqVO.class);
         // 调用
-        Long clueId = clueService.createClue(reqVO);
+        Long clueId = clueService.createClue(reqVO, getLoginUserId());
         // 断言
         assertNotNull(clueId);
         // 校验记录的属性是否正确