فهرست منبع

CRM-客户:完善操作日志

puhui999 1 سال پیش
والد
کامیت
d8bb55fc0b
10فایلهای تغییر یافته به همراه245 افزوده شده و 156 حذف شده
  1. 1 1
      yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
  2. 42 18
      yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java
  3. 14 14
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java
  4. 20 0
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerSimpleRespVO.java
  5. 7 0
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/permission/CrmPermissionMapper.java
  6. 21 10
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/permission/core/aop/CrmPermissionAspect.java
  7. 3 10
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java
  8. 123 103
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java
  9. 9 0
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionService.java
  10. 5 0
      yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionServiceImpl.java

+ 1 - 1
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java

@@ -40,7 +40,7 @@ public interface ErrorCodeConstants {
     ErrorCode CUSTOMER_LOCKED_PUT_POOL_FAIL = new ErrorCode(1_020_006_005, "客户【{}】放入公海失败,原因:客户已锁定");
     ErrorCode CUSTOMER_UPDATE_OWNER_USER_FAIL = new ErrorCode(1_020_006_006, "更新客户【{}】负责人失败, 原因:系统异常");
     ErrorCode CUSTOMER_LOCK_FAIL_IS_LOCK = new ErrorCode(1_020_006_007, "锁定客户失败,它已经处于锁定状态");
-    ErrorCode CUSTOMER_UNLOCK_FAIL_IS_UNLOCK = new ErrorCode(1_020_006_008, "锁客户失败,它已经处于未锁定状态");
+    ErrorCode CUSTOMER_UNLOCK_FAIL_IS_UNLOCK = new ErrorCode(1_020_006_008, "锁客户失败,它已经处于未锁定状态");
     ErrorCode CUSTOMER_LOCK_EXCEED_LIMIT = new ErrorCode(1_020_006_009, "锁定客户失败,超出锁定规则上限");
     ErrorCode CUSTOMER_OWNER_EXCEED_LIMIT = new ErrorCode(1_020_006_010, "操作失败,超出客户数拥有上限");
 

+ 42 - 18
yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java

@@ -2,32 +2,56 @@ package cn.iocoder.yudao.module.crm.enums;
 
 /**
  * CRM 操作日志枚举
+ * 目的:统一管理,也减少 Service 里各种“复杂”字符串
  *
  * @author HUIHUI
  */
 public interface LogRecordConstants {
 
-    //======================= 客户模块类型 =======================
-    // TODO puhui999: 确保模块命名方式为 module + 子模块名称的方式。统一定义模块名称是为了方便查询各自记录的操作日志,列如说:查询客户【张三的操作日志】就可以 module + bizId
-    String CRM_LEADS = "CRM 线索";
-    String CRM_CUSTOMER = "CRM 客户";
-    String CRM_CONTACT = "CRM 联系人";
-    String CRM_BUSINESS = "CRM 商机";
-    String CRM_CONTRACT = "CRM 合同";
-    String CRM_PRODUCT = "CRM 产品";
-    String CRM_RECEIVABLE = "CRM 回款";
-    String CRM_RECEIVABLE_PLAN = "CRM 回款计划";
+    // ======================= CRM_LEADS 线索 =======================
 
-    //======================= 客户转移操作日志 =======================
+    String CRM_LEADS_TYPE = "CRM 线索";
 
-    String TRANSFER_CUSTOMER_LOG_SUCCESS = "把客户【{{#crmCustomer.name}}】的负责人从【{getAdminUserById{#crmCustomer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
+    // ======================= CRM_CUSTOMER 客户 =======================
 
-    // TODO @puhui999:这里格式是不是可以这样;目的是:统一管理,也减少 Service 里各种“复杂”字符串
-    // ======================= Customer 客户 =======================
-    String CUSTOMER_TYPE = "CRM 客户";
-    String CUSTOMER_CREATE_SUB_TYPE = "创建客户";
-    String CUSTOMER_CREATE_SUCCESS = "更新了客户{_DIFF{#updateReqVO}}";
+    String CRM_CUSTOMER_TYPE = "CRM 客户";
+    String CRM_CUSTOMER_CREATE_SUB_TYPE = "创建客户";
+    String CRM_CUSTOMER_CREATE_SUCCESS = "创建了客户{{#customer.name}}";
+    String CRM_CUSTOMER_UPDATE_SUB_TYPE = "更新客户";
+    String CRM_CUSTOMER_UPDATE_SUCCESS = "更新了客户【{{#customerName}}】{_DIFF{#updateReqVO}}";
+    String CRM_CUSTOMER_DELETE_SUB_TYPE = "删除客户";
+    String CRM_CUSTOMER_DELETE_SUCCESS = "删除了客户【{{#customerName}}】";
+    String CRM_CUSTOMER_TRANSFER_SUB_TYPE = "转移客户";
+    String CRM_CUSTOMER_TRANSFER_SUCCESS = "将客户【{{#crmCustomer.name}}】的负责人从【{getAdminUserById{#crmCustomer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
+    String CRM_CUSTOMER_LOCK_SUB_TYPE = "{{#crmCustomer.lockStatus ? '锁定客户' : '解锁客户'}}";
+    String CRM_CUSTOMER_LOCK_SUCCESS = "{{#crmCustomer.lockStatus ? '将客户【#crmCustomer.name】锁定' : '将客户【#crmCustomer.name】解锁'}}";
+    String CRM_CUSTOMER_POOL_SUB_TYPE = "客户放入公海";
+    String CRM_CUSTOMER_POOL_SUCCESS = "将客户【{{#customerName}}】放入了公海";
+    String CRM_CUSTOMER_RECEIVE_SUB_TYPE = "{{#ownerUserName != null ? '分配客户' : '领取客户'}}";
+    String CRM_CUSTOMER_RECEIVE_SUCCESS = "{{#ownerUserName != null ? '将客户【#customer.name】分配给【#ownerUserName】' : '领取客户【#customer.name】'}}";
 
-    String CUSTOMER_UPDATE_SUB_TYPE = "更新客户";
+    // ======================= CRM_CONTACT 联系人 =======================
+
+    String CRM_CONTACT_TYPE = "CRM 联系人";
+
+    // ======================= CRM_BUSINESS 商机 =======================
+
+    String CRM_BUSINESS_TYPE = "CRM 商机";
+
+    // ======================= CRM_CONTRACT 合同 =======================
+
+    String CRM_CONTRACT_TYPE = "CRM 合同";
+
+    // ======================= CRM_PRODUCT 产品 =======================
+
+    String CRM_PRODUCT_TYPE = "CRM 产品";
+
+    // ======================= CRM_RECEIVABLE 回款 =======================
+
+    String CRM_RECEIVABLE_TYPE = "CRM 回款";
+
+    // ======================= CRM_RECEIVABLE_PLAN 回款计划 =======================
+
+    String CRM_RECEIVABLE_PLAN_TYPE = "CRM 回款计划";
 
 }

+ 14 - 14
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java

@@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.controller.admin.customer;
 import cn.hutool.core.collection.CollUtil;
 import cn.iocoder.yudao.framework.common.pojo.CommonResult;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
+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.customer.vo.*;
@@ -38,7 +39,7 @@ import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.
 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_CUSTOMER;
+import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.CRM_CUSTOMER_TYPE;
 
 @Tag(name = "管理后台 - CRM 客户")
 @RestController
@@ -115,6 +116,15 @@ public class CrmCustomerController {
         return success(CrmCustomerConvert.INSTANCE.convertPage(pageResult, userMap, deptMap));
     }
 
+    @GetMapping(value = {"/list-all-simple"})
+    @Operation(summary = "获取客户精简信息列表", description = "只包含有读权限的客户,主要用于前端的下拉选项")
+    public CommonResult<List<CrmCustomerSimpleRespVO>> getSimpleDeptList() {
+        CrmCustomerPageReqVO reqVO = new CrmCustomerPageReqVO();
+        reqVO.setPageSize(PAGE_SIZE_NONE); // 不分页
+        List<CrmCustomerDO> list = customerService.getCustomerPage(reqVO, getLoginUserId()).getList();
+        return success(BeanUtils.toBean(list, CrmCustomerSimpleRespVO.class));
+    }
+
     @GetMapping("/export-excel")
     @Operation(summary = "导出客户 Excel")
     @PreAuthorize("@ss.hasPermission('crm:customer:export')")
@@ -143,7 +153,7 @@ public class CrmCustomerController {
     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);
+        reqDTO.setBizType(CRM_CUSTOMER_TYPE);
         reqDTO.setBizId(id);
         return success(operateLogApi.getOperateLogPage(reqDTO));
     }
@@ -172,7 +182,7 @@ public class CrmCustomerController {
     @Parameter(name = "ids", description = "编号数组", required = true, example = "1,2,3")
     @PreAuthorize("@ss.hasPermission('crm:customer:receive')")
     public CommonResult<Boolean> receiveCustomer(@RequestParam(value = "ids") List<Long> ids) {
-        customerService.receiveCustomer(ids, getLoginUserId());
+        customerService.receiveCustomer(ids, getLoginUserId(), Boolean.TRUE);
         return success(true);
     }
 
@@ -180,18 +190,8 @@ public class CrmCustomerController {
     @Operation(summary = "分配公海给对应负责人")
     @PreAuthorize("@ss.hasPermission('crm:customer:distribute')")
     public CommonResult<Boolean> distributeCustomer(@Valid @RequestBody CrmCustomerDistributeReqVO distributeReqVO) {
-        customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId());
+        customerService.receiveCustomer(distributeReqVO.getIds(), distributeReqVO.getOwnerUserId(), Boolean.FALSE);
         return success(true);
     }
 
-    // TODO 芋艿:这个接口要调整下
-    //@GetMapping("/query-all-list")
-    //@Operation(summary = "查询客户列表")
-    //@PreAuthorize("@ss.hasPermission('crm:customer:all')")
-    //public CommonResult<List<CrmCustomerQueryAllRespVO>> queryAll() {
-    //    List<CrmCustomerDO> crmCustomerDOList = customerService.getCustomerList();
-    //    List<CrmCustomerQueryAllRespVO> data = CrmCustomerConvert.INSTANCE.convertQueryAll(crmCustomerDOList);
-    //    return success(data);
-    //}
-
 }

+ 20 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerSimpleRespVO.java

@@ -0,0 +1,20 @@
+package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.AllArgsConstructor;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+@Schema(description = "管理后台 - 客户精简信息 Response VO")
+@Data
+@NoArgsConstructor
+@AllArgsConstructor
+public class CrmCustomerSimpleRespVO {
+
+    @Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "1024")
+    private Long id;
+
+    @Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "芋道")
+    private String name;
+
+}

+ 7 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/permission/CrmPermissionMapper.java

@@ -5,6 +5,7 @@ import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
 import org.apache.ibatis.annotations.Mapper;
 
+import java.util.Collection;
 import java.util.List;
 
 /**
@@ -28,6 +29,12 @@ public interface CrmPermissionMapper extends BaseMapperX<CrmPermissionDO> {
                 .eq(CrmPermissionDO::getBizId, bizId));
     }
 
+    default List<CrmPermissionDO> selectByBizTypeAndBizIds(Integer bizType, Collection<Long> bizIds) {
+        return selectList(new LambdaQueryWrapperX<CrmPermissionDO>()
+                .eq(CrmPermissionDO::getBizType, bizType)
+                .in(CrmPermissionDO::getBizId, bizIds));
+    }
+
     default List<CrmPermissionDO> selectListByBizTypeAndUserId(Integer bizType, Long userId) {
         return selectList(new LambdaQueryWrapperX<CrmPermissionDO>()
                 .eq(CrmPermissionDO::getBizType, bizType)

+ 21 - 10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/permission/core/aop/CrmPermissionAspect.java

@@ -18,12 +18,10 @@ import org.aspectj.lang.annotation.Aspect;
 import org.aspectj.lang.annotation.Before;
 import org.springframework.stereotype.Component;
 
-import java.util.ArrayList;
-import java.util.List;
-import java.util.Map;
+import java.util.*;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
-import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.anyMatch;
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
 import static cn.iocoder.yudao.framework.common.util.json.JsonUtils.toJsonString;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.CRM_PERMISSION_DENIED;
 
@@ -46,16 +44,29 @@ public class CrmPermissionAspect {
         Map<String, Object> expressionValues = parseExpressions(joinPoint, crmPermission);
         Integer bizType = StrUtil.isEmpty(crmPermission.bizTypeValue()) ?
                 crmPermission.bizType()[0].getType() : (Integer) expressionValues.get(crmPermission.bizTypeValue()); // 模块类型
-        Long bizId = (Long) expressionValues.get(crmPermission.bizId()); // 模块数据编号
+        // 处理兼容多个 bizId 的情况
+        Object object = expressionValues.get(crmPermission.bizId());// 模块数据编号
+        Set<Long> bizIds = new HashSet<>();
+        if (object instanceof Collection<?>) {
+            bizIds.addAll(convertSet((Collection<?>) object, item -> Long.parseLong(item.toString())));
+        } else {
+            bizIds.add(Long.parseLong(object.toString()));
+        }
         Integer permissionLevel = crmPermission.level().getLevel(); // 需要的权限级别
+        List<CrmPermissionDO> permissionList = crmPermissionService.getPermissionListByBiz(bizType, bizIds);
+        Map<Long, List<CrmPermissionDO>> multiMap = convertMultiMap(permissionList, CrmPermissionDO::getBizId);
+        bizIds.forEach(bizId -> {
+            validatePermission(bizType, multiMap.get(bizId), permissionLevel);
+        });
+    }
 
-        // 1.1 如果是超级管理员则直接通过
+    private void validatePermission(Integer bizType, List<CrmPermissionDO> bizPermissions, Integer permissionLevel) {
+        // 1. 如果是超级管理员则直接通过
         if (CrmPermissionUtils.isCrmAdmin()) {
             return;
         }
-        // 1.2 获取数据权限
-        List<CrmPermissionDO> bizPermissions = crmPermissionService.getPermissionListByBiz(bizType, bizId);
-        if (CollUtil.isEmpty(bizPermissions)) { // 没有数据权限的情况
+        // 1.1 没有数据权限的情况
+        if (CollUtil.isEmpty(bizPermissions)) {
             // 公海数据如果没有团队成员大家也因该有读权限才对
             if (CrmPermissionLevelEnum.isRead(permissionLevel)) {
                 return;
@@ -63,7 +74,7 @@ public class CrmPermissionAspect {
 
             // 没有数据权限的情况下超出了读权限直接报错,避免后面校验空指针
             throw exception(CRM_PERMISSION_DENIED, CrmBizTypeEnum.getNameByType(bizType));
-        } else { // 有数据权限但是没有负责人的情况
+        } else { // 1.2 有数据权限但是没有负责人的情况
             if (!anyMatch(bizPermissions, item -> CrmPermissionLevelEnum.isOwner(item.getLevel()))) {
                 if (CrmPermissionLevelEnum.isRead(permissionLevel)) {
                     return;

+ 3 - 10
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerService.java

@@ -86,7 +86,7 @@ public interface CrmCustomerService {
      * 锁定/解锁客户
      *
      * @param lockReqVO 更新信息
-     * @param userId 用户编号
+     * @param userId    用户编号
      */
     void lockCustomer(@Valid CrmCustomerLockReqVO lockReqVO, Long userId);
 
@@ -104,15 +104,8 @@ public interface CrmCustomerService {
      *
      * @param ids         要领取的客户编号数组
      * @param ownerUserId 负责人
+     * @param isReceive   是/否领取
      */
-    void receiveCustomer(List<Long> ids, Long ownerUserId);
-
-    /**
-     * 获取客户列表
-     *
-     * @return 客户列表
-     * @author zyna
-     */
-    List<CrmCustomerDO> getCustomerList();
+    void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive);
 
 }

+ 123 - 103
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java

@@ -16,9 +16,11 @@ import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
 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.framework.permission.core.util.CrmPermissionUtils;
 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.user.AdminUserApi;
+import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import com.mzt.logapi.context.LogRecordContext;
 import com.mzt.logapi.service.impl.DiffParseFunction;
 import com.mzt.logapi.starter.annotation.LogRecord;
@@ -35,8 +37,7 @@ import java.util.List;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
-import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.CRM_CUSTOMER;
-import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.TRANSFER_CUSTOMER_LOG_SUCCESS;
+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.singletonList;
@@ -63,8 +64,7 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "创建客户", bizNo = "{{#customerId}}", success = "创建了客户")
-    // TODO @puhui999:创建了客户【客户名】,要记录进去;不然在展示操作日志的全列表,看不清楚是哪个客户哈;
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_CREATE_SUB_TYPE, bizNo = "{{#customer.id}}", success = CRM_CUSTOMER_CREATE_SUCCESS)
     public Long createCustomer(CrmCustomerSaveReqVO createReqVO, Long userId) {
         createReqVO.setId(null);
         // 1. 校验拥有客户是否到达上限
@@ -81,14 +81,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType())
                 .setBizId(customer.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel())); // 设置当前操作的人为负责人
 
-        // 4. 记录操作日志
-        LogRecordContext.putVariable("customerId", customer.getId());
+        // 4. 记录操作日志上下文
+        LogRecordContext.putVariable("customer", customer);
         return customer.getId();
     }
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "更新客户", bizNo = "{{#updateReqVO.id}}", success = "更新了客户{_DIFF{#updateReqVO}}", extra = "{{#extra}}")
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}", success = CRM_CUSTOMER_UPDATE_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
     public void updateCustomer(CrmCustomerSaveReqVO updateReqVO) {
         Assert.notNull(updateReqVO.getId(), "客户编号不能为空");
@@ -101,17 +101,18 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         CrmCustomerDO updateObj = CrmCustomerConvert.INSTANCE.convert(updateReqVO);
         customerMapper.updateById(updateObj);
 
-        // 3. 记录操作日志
+        // 3. 记录操作日志上下文
         LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldCustomer, CrmCustomerSaveReqVO.class));
+        LogRecordContext.putVariable("customerName", oldCustomer.getName());
     }
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "删除客户", bizNo = "{{#id}}", success = "删除了客户")
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_DELETE_SUB_TYPE, bizNo = "{{#id}}", success = CRM_CUSTOMER_DELETE_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void deleteCustomer(Long id) {
         // 校验存在
-        validateCustomerExists(id);
+        CrmCustomerDO customer = validateCustomerExists(id);
         // TODO @puhui999:如果有联系人、商机,则不允许删除;
 
         // 删除
@@ -119,48 +120,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         // 删除数据权限
         permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), id);
         // TODO @puhui999:删除跟进记录
-    }
-
-    private CrmCustomerDO validateCustomerExists(Long id) {
-        CrmCustomerDO customerDO = customerMapper.selectById(id);
-        if (customerDO == null) {
-            throw exception(CUSTOMER_NOT_EXISTS);
-        }
-        return customerDO;
-    }
-
-    @Override
-    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.READ)
-    public CrmCustomerDO getCustomer(Long id) {
-        return customerMapper.selectById(id);
-    }
-
-    @Override
-    public List<CrmCustomerDO> getCustomerList(Collection<Long> ids) {
-        if (CollUtil.isEmpty(ids)) {
-            return Collections.emptyList();
-        }
-        return customerMapper.selectBatchIds(ids);
-    }
 
-    @Override
-    public PageResult<CrmCustomerDO> getCustomerPage(CrmCustomerPageReqVO pageReqVO, Long userId) {
-        return customerMapper.selectPage(pageReqVO, userId);
-    }
-
-    /**
-     * 校验客户是否存在
-     *
-     * @param customerId 客户 id
-     */
-    @Override
-    public void validateCustomer(Long customerId) {
-        validateCustomerExists(customerId);
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("customerName", customer.getName());
     }
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "转移客户", bizNo = "{{#reqVO.id}}", success = TRANSFER_CUSTOMER_LOG_SUCCESS)
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_TRANSFER_SUB_TYPE, bizNo = "{{#reqVO.id}}", success = CRM_CUSTOMER_TRANSFER_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
     public void transferCustomer(CrmCustomerTransferReqVO reqVO, Long userId) {
         // 1.1 校验客户是否存在
@@ -175,20 +142,17 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         customerMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
 
         // 3. TODO 记录转移日志
+        // 记录操作日志上下文
         LogRecordContext.putVariable("crmCustomer", customer);
     }
 
     @Override
-    // TODO @puhui999:看看这个能不能根据条件,写操作日志;
-    // TODO 如果是 锁定,则 subType 为 锁定客户;success 为 将客户【】锁定
-    // TODO 如果是 解锁,则 subType 为 解锁客户;success 为 将客户【】解锁
-    @LogRecord(type = CRM_CUSTOMER, subType = "锁定/解锁客户", bizNo = "{{#updateReqVO.id}}", success = "锁定了客户")
-    // TODO @puhui999:数据权限
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_LOCK_SUB_TYPE, bizNo = "{{#lockReqVO.id}}", success = CRM_CUSTOMER_LOCK_SUCCESS)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#lockReqVO.id", level = CrmPermissionLevelEnum.OWNER)
     public void lockCustomer(CrmCustomerLockReqVO lockReqVO, Long userId) {
         // 1.1 校验当前客户是否存在
-        validateCustomerExists(lockReqVO.getId());
+        CrmCustomerDO customer = validateCustomerExists(lockReqVO.getId());
         // 1.2 校验当前是否重复操作锁定/解锁状态
-        CrmCustomerDO customer = customerMapper.selectById(lockReqVO.getId());
         if (customer.getLockStatus().equals(lockReqVO.getLockStatus())) {
             throw exception(customer.getLockStatus() ? CUSTOMER_LOCK_FAIL_IS_LOCK : CUSTOMER_UNLOCK_FAIL_IS_UNLOCK);
         }
@@ -199,53 +163,16 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
         // 2. 更新锁定状态
         customerMapper.updateById(BeanUtils.toBean(lockReqVO, CrmCustomerDO.class));
-    }
 
-    /**
-     * 校验用户拥有的客户数量,是否到达上限
-     *
-     * @param userId   用户编号
-     * @param newCount 附加数量
-     */
-    private void validateCustomerExceedOwnerLimit(Long userId, int newCount) {
-        List<CrmCustomerLimitConfigDO> limitConfigs = customerLimitConfigService.getCustomerLimitConfigListByUserId(
-                CUSTOMER_OWNER_LIMIT.getType(), userId);
-        if (CollUtil.isEmpty(limitConfigs)) {
-            return;
-        }
-        Long ownerCount = customerMapper.selectCountByDealStatusAndOwnerUserId(null, userId);
-        Long dealOwnerCount = customerMapper.selectCountByDealStatusAndOwnerUserId(true, userId);
-        limitConfigs.forEach(limitConfig -> {
-            long nowCount = limitConfig.getDealCountEnabled() ? ownerCount : ownerCount - dealOwnerCount;
-            if (nowCount + newCount > limitConfig.getMaxCount()) {
-                throw exception(CUSTOMER_OWNER_EXCEED_LIMIT);
-            }
-        });
+        // 3. 记录操作日志上下文
+        LogRecordContext.putVariable("crmCustomer", customer);
     }
 
-    /**
-     * 校验用户锁定的客户数量,是否到达上限
-     *
-     * @param userId 用户编号
-     */
-    private void validateCustomerExceedLockLimit(Long userId) {
-        List<CrmCustomerLimitConfigDO> limitConfigs = customerLimitConfigService.getCustomerLimitConfigListByUserId(
-                CUSTOMER_LOCK_LIMIT.getType(), userId);
-        if (CollUtil.isEmpty(limitConfigs)) {
-            return;
-        }
-        Long lockCount = customerMapper.selectCountByLockStatusAndOwnerUserId(true, userId);
-        Integer maxCount = CollectionUtils.getMaxValue(limitConfigs, CrmCustomerLimitConfigDO::getMaxCount);
-        assert maxCount != null;
-        if (lockCount >= maxCount) {
-            throw exception(CUSTOMER_LOCK_EXCEED_LIMIT);
-        }
-    }
+    // ==================== 公海相关操作 ====================
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    @LogRecord(type = CRM_CUSTOMER, subType = "客户放入公海", bizNo = "{{#id}}", success = "将客户放入了公海")
-    // TODO @puhui999:将客户【】放入了公海
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_POOL_SUB_TYPE, bizNo = "{{#id}}", success = CRM_CUSTOMER_POOL_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void putCustomerPool(Long id) {
         // 1. 校验存在
@@ -267,16 +194,18 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         permissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), customer.getId(),
                 CrmPermissionLevelEnum.OWNER.getLevel());
         // TODO @puhui999:联系人的负责人,也要设置为 null;这块和领取是对应的;因为领取后,负责人也要关联过来;
+
+        // 记录操作日志上下文
+        LogRecordContext.putVariable("customerName", customer.getName());
     }
 
     @Override
     @Transactional(rollbackFor = Exception.class)
-    // TODO @puhui999:权限校验
+    public void receiveCustomer(List<Long> ids, Long ownerUserId, Boolean isReceive) {
+        if (!isReceive && !CrmPermissionUtils.isCrmAdmin()) { // 只有管理员可以分配
+            throw exception(CRM_PERMISSION_DENIED, CrmBizTypeEnum.CRM_CUSTOMER.getName());
+        }
 
-    // TODO @puhui999:如果是分配,操作日志是 “将客户【】分配给【】”
-    // TODO @puhui999:如果是领取,操作日志是“领取客户【】”;
-    // TODO @puhui999:如果是多条,则需要记录多条操作日志;不然 bizId 不好关联
-    public void receiveCustomer(List<Long> ids, Long ownerUserId) {
         // 1.1 校验存在
         List<CrmCustomerDO> customers = customerMapper.selectBatchIds(ids);
         if (customers.size() != ids.size()) {
@@ -311,6 +240,53 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         // 2.3 创建负责人数据权限
         permissionService.createPermissionBatch(createPermissions);
         // TODO @芋艿:要不要处理关联的联系人???
+
+        // 3. 记录操作日志
+        AdminUserRespDTO user = null;
+        if (!isReceive) {
+            user = adminUserApi.getUser(ownerUserId);
+        }
+        for (CrmCustomerDO customer : customers) {
+            receiveCustomerLog(customer, user == null ? null : user.getNickname());
+        }
+    }
+
+    @LogRecord(type = CRM_CUSTOMER_TYPE, subType = CRM_CUSTOMER_RECEIVE_SUB_TYPE, bizNo = "{{#customer.id}}", success = CRM_CUSTOMER_RECEIVE_SUCCESS)
+    public void receiveCustomerLog(CrmCustomerDO customer, String ownerUserName) {
+
+    }
+
+    //======================= 查询相关 =======================
+
+    @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#id", level = CrmPermissionLevelEnum.READ)
+    public CrmCustomerDO getCustomer(Long id) {
+        return customerMapper.selectById(id);
+    }
+
+    @Override
+    public List<CrmCustomerDO> getCustomerList(Collection<Long> ids) {
+        if (CollUtil.isEmpty(ids)) {
+            return Collections.emptyList();
+        }
+        return customerMapper.selectBatchIds(ids);
+    }
+
+    @Override
+    public PageResult<CrmCustomerDO> getCustomerPage(CrmCustomerPageReqVO pageReqVO, Long userId) {
+        return customerMapper.selectPage(pageReqVO, userId);
+    }
+
+    //======================= 校验相关 =======================
+
+    /**
+     * 校验客户是否存在
+     *
+     * @param customerId 客户 id
+     */
+    @Override
+    public void validateCustomer(Long customerId) {
+        validateCustomerExists(customerId);
     }
 
     private void validateCustomerOwnerExists(CrmCustomerDO customer, Boolean pool) {
@@ -327,6 +303,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         }
     }
 
+    private CrmCustomerDO validateCustomerExists(Long id) {
+        CrmCustomerDO customerDO = customerMapper.selectById(id);
+        if (customerDO == null) {
+            throw exception(CUSTOMER_NOT_EXISTS);
+        }
+        return customerDO;
+    }
+
     private void validateCustomerIsLocked(CrmCustomerDO customer, Boolean pool) {
         if (customer.getLockStatus()) {
             throw exception(pool ? CUSTOMER_LOCKED_PUT_POOL_FAIL : CUSTOMER_LOCKED, customer.getName());
@@ -339,9 +323,45 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         }
     }
 
-    @Override
-    public List<CrmCustomerDO> getCustomerList() {
-        return customerMapper.selectList();
+    /**
+     * 校验用户拥有的客户数量,是否到达上限
+     *
+     * @param userId   用户编号
+     * @param newCount 附加数量
+     */
+    private void validateCustomerExceedOwnerLimit(Long userId, int newCount) {
+        List<CrmCustomerLimitConfigDO> limitConfigs = customerLimitConfigService.getCustomerLimitConfigListByUserId(
+                CUSTOMER_OWNER_LIMIT.getType(), userId);
+        if (CollUtil.isEmpty(limitConfigs)) {
+            return;
+        }
+        Long ownerCount = customerMapper.selectCountByDealStatusAndOwnerUserId(null, userId);
+        Long dealOwnerCount = customerMapper.selectCountByDealStatusAndOwnerUserId(true, userId);
+        limitConfigs.forEach(limitConfig -> {
+            long nowCount = limitConfig.getDealCountEnabled() ? ownerCount : ownerCount - dealOwnerCount;
+            if (nowCount + newCount > limitConfig.getMaxCount()) {
+                throw exception(CUSTOMER_OWNER_EXCEED_LIMIT);
+            }
+        });
+    }
+
+    /**
+     * 校验用户锁定的客户数量,是否到达上限
+     *
+     * @param userId 用户编号
+     */
+    private void validateCustomerExceedLockLimit(Long userId) {
+        List<CrmCustomerLimitConfigDO> limitConfigs = customerLimitConfigService.getCustomerLimitConfigListByUserId(
+                CUSTOMER_LOCK_LIMIT.getType(), userId);
+        if (CollUtil.isEmpty(limitConfigs)) {
+            return;
+        }
+        Long lockCount = customerMapper.selectCountByLockStatusAndOwnerUserId(true, userId);
+        Integer maxCount = CollectionUtils.getMaxValue(limitConfigs, CrmCustomerLimitConfigDO::getMaxCount);
+        assert maxCount != null;
+        if (lockCount >= maxCount) {
+            throw exception(CUSTOMER_LOCK_EXCEED_LIMIT);
+        }
     }
 
 }

+ 9 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionService.java

@@ -90,6 +90,15 @@ public interface CrmPermissionService {
      */
     List<CrmPermissionDO> getPermissionListByBiz(Integer bizType, Long bizId);
 
+    /**
+     * 获取数据权限列表,通过 数据类型 x 某个数据
+     *
+     * @param bizType 数据类型,关联 {@link CrmBizTypeEnum}
+     * @param bizIds  数据编号,关联 {@link CrmBizTypeEnum} 对应模块 DO#getId()
+     * @return Crm 数据权限列表
+     */
+    List<CrmPermissionDO> getPermissionListByBiz(Integer bizType, Collection<Long> bizIds);
+
     /**
      * 获取用户参与的模块数据列表
      *

+ 5 - 0
yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionServiceImpl.java

@@ -187,6 +187,11 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
         return crmPermissionMapper.selectByBizTypeAndBizId(bizType, bizId);
     }
 
+    @Override
+    public List<CrmPermissionDO> getPermissionListByBiz(Integer bizType, Collection<Long> bizIds) {
+        return crmPermissionMapper.selectByBizTypeAndBizIds(bizType, bizIds);
+    }
+
     @Override
     public List<CrmPermissionDO> getPermissionListByBizTypeAndUserId(Integer bizType, Long userId) {
         return crmPermissionMapper.selectListByBizTypeAndUserId(bizType, userId);