CRM：【线索】增加字段

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

@@ -99,7 +99,7 @@ public class CrmClueController {
     @PostMapping("/transform")
     @Operation(summary = "线索转化为客户")
     @PreAuthorize("@ss.hasPermission('crm:clue:update')")
-    public CommonResult<Boolean> translateCustomer(@Valid @RequestBody CrmClueTransformReqVO reqVO) {
+    public CommonResult<Boolean> translateCustomer(@Valid @RequestBody CrmClueTranslateReqVO reqVO) {
         clueService.translateCustomer(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/CrmCluePageReqVO.java

@@ -30,4 +30,13 @@ public class CrmCluePageReqVO extends PageParam {
     @Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
     private Boolean pool; // null 则表示为不是公海数据
 
+    @Schema(description = "所属行业", example = "1")
+    private Integer industryId;
+
+    @Schema(description = "客户等级", example = "1")
+    private Integer level;
+
+    @Schema(description = "客户来源", example = "1")
+    private Integer source;
+
 }

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

@@ -77,4 +77,38 @@ public class CrmClueRespVO {
     @ExcelProperty("创建时间")
     private LocalDateTime createTime;
 
+    @Schema(description = "所属行业", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    @ExcelProperty(value = "所属行业", converter = DictConvert.class)
+    @DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY)
+    private Integer industryId;
+
+    @Schema(description = "客户等级", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    @ExcelProperty(value = "客户等级", converter = DictConvert.class)
+    @DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL)
+    private Integer level;
+
+    @Schema(description = "客户来源", requiredMode = Schema.RequiredMode.REQUIRED, example = "13563")
+    @ExcelProperty(value = "客户来源", converter = DictConvert.class)
+    @DictFormat(cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE)
+    private Integer source;
+
+    @Schema(description = "负责人的用户编号", example = "25682")
+    @ExcelProperty("网址")
+    private String website;
+
+    @Schema(description = "负责人的用户编号", example = "25682")
+    @ExcelProperty("QQ")
+    private String qq;
+
+    @Schema(description = "负责人的用户编号", example = "25682")
+    @ExcelProperty("wechat")
+    private String wechat;
+
+    @Schema(description = "负责人的用户编号", example = "25682")
+    @ExcelProperty("email")
+    private String email;
+
+    @Schema(description = "负责人的用户编号", example = "25682")
+    @ExcelProperty("客户描述")
+    private String description;
 }

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

@@ -1,16 +1,25 @@
 package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
 
+import cn.iocoder.yudao.framework.common.validation.InEnum;
 import cn.iocoder.yudao.framework.common.validation.Mobile;
 import cn.iocoder.yudao.framework.common.validation.Telephone;
+import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
+import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
+import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerIndustryParseFunction;
+import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerLevelParseFunction;
+import cn.iocoder.yudao.module.crm.framework.operatelog.core.CrmCustomerSourceParseFunction;
 import com.mzt.logapi.starter.annotation.DiffLogField;
 import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.Email;
 import jakarta.validation.constraints.NotEmpty;
+import jakarta.validation.constraints.Size;
 import lombok.Data;
 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;
+import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
 
 @Schema(description = "管理后台 - CRM 线索 创建/更新 Request VO")
 @Data
@@ -55,4 +64,42 @@ public class CrmClueSaveReqVO {
     @DiffLogField(name = "备注")
     private String remark;
 
+    @Schema(description = "所属行业", example = "1")
+    @DiffLogField(name = "所属行业", function = CrmCustomerIndustryParseFunction.NAME)
+    @DictFormat(CRM_CUSTOMER_INDUSTRY)
+    private Integer industryId;
+
+    @Schema(description = "客户等级", example = "2")
+    @DiffLogField(name = "客户等级", function = CrmCustomerLevelParseFunction.NAME)
+    @InEnum(CrmCustomerLevelEnum.class)
+    private Integer level;
+
+    @Schema(description = "客户来源", example = "3")
+    @DiffLogField(name = "客户来源", function = CrmCustomerSourceParseFunction.NAME)
+    private Integer source;
+
+    @Schema(description = "网址", example = "https://www.baidu.com")
+    @DiffLogField(name = "网址")
+    private String website;
+
+    @Schema(description = "QQ", example = "123456789")
+    @DiffLogField(name = "QQ")
+    @Size(max = 20, message = "QQ长度不能超过 20 个字符")
+    private String qq;
+
+    @Schema(description = "微信", example = "123456789")
+    @DiffLogField(name = "微信")
+    @Size(max = 255, message = "微信长度不能超过 255 个字符")
+    private String wechat;
+
+    @Schema(description = "邮箱", example = "123456789@qq.com")
+    @DiffLogField(name = "邮箱")
+    @Email(message = "邮箱格式不正确")
+    @Size(max = 255, message = "邮箱长度不能超过 255 个字符")
+    private String email;
+
+    @Schema(description = "客户描述", example = "任意文字")
+    @DiffLogField(name = "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;
 }

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

@@ -8,7 +8,7 @@ import java.util.Set;
 
 @Schema(description = "管理后台 - 线索转化为客户 Request VO")
 @Data
-public class CrmClueTransformReqVO {
+public class CrmClueTranslateReqVO {
 
     @Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "[1024, 1025]")
     @NotEmpty(message = "线索编号不能为空")

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/dataobject/clue/CrmClueDO.java

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.dal.dataobject.clue;
 
 import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
+import cn.iocoder.yudao.module.crm.enums.DictTypeConstants;
 import com.baomidou.mybatisplus.annotation.KeySequence;
 import com.baomidou.mybatisplus.annotation.TableId;
 import com.baomidou.mybatisplus.annotation.TableName;
@@ -72,16 +73,44 @@ public class CrmClueDO extends BaseDO {
      * 备注
      */
     private String remark;
-
     /**
      * 负责人的用户编号
-     *
      * 关联 AdminUserDO 的 id 字段
      */
     private Long ownerUserId;
-
-    // TODO 芋艿：客户级别；
-    // TODO 芋艿：线索来源；
-    // TODO 芋艿：客户行业；
-
+    /**
+     * 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;
+    /**
+     * 网址
+     */
+    private String website;
+    /**
+     * QQ
+     */
+    private String qq;
+    /**
+     * wechat
+     */
+    private String wechat;
+    /**
+     * email
+     */
+    private String email;
+    /**
+     * 客户描述
+     */
+    private String description;
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/clue/CrmClueMapper.java

@@ -37,6 +37,9 @@ public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
                 .likeIfPresent(CrmClueDO::getName, pageReqVO.getName())
                 .likeIfPresent(CrmClueDO::getTelephone, pageReqVO.getTelephone())
                 .likeIfPresent(CrmClueDO::getMobile, pageReqVO.getMobile())
+                .eqIfPresent(CrmClueDO::getIndustryId, pageReqVO.getIndustryId())
+                .eqIfPresent(CrmClueDO::getLevel, pageReqVO.getLevel())
+                .eqIfPresent(CrmClueDO::getSource, pageReqVO.getSource())
                 .orderByDesc(CrmClueDO::getId);
         return selectJoinPage(pageReqVO, CrmClueDO.class, query);
     }

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

@@ -4,7 +4,7 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueSaveReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransformReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTranslateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import jakarta.validation.Valid;
@@ -88,6 +88,6 @@ public interface CrmClueService {
      * @param reqVO  线索编号
      * @param userId 用户编号
      */
-    void translateCustomer(CrmClueTransformReqVO reqVO, Long userId);
+    void translateCustomer(CrmClueTranslateReqVO reqVO, Long userId);
 
 }

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

@@ -11,7 +11,7 @@ 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;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransformReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTranslateReqVO;
 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;
@@ -177,7 +177,7 @@ public class CrmClueServiceImpl implements CrmClueService {
     @Override
     @Transactional(rollbackFor = Exception.class)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_LEADS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
-    public void translateCustomer(CrmClueTransformReqVO reqVO, Long userId) {
+    public void translateCustomer(CrmClueTranslateReqVO reqVO, Long userId) {
         // 1.1 校验线索都存在
         Set<Long> clueIds = reqVO.getIds();
         List<CrmClueDO> clues = getClueList(clueIds, userId);