✨ CRM：完善商机的跟进记录

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

@@ -20,7 +20,7 @@ public interface ErrorCodeConstants {
 
     // ========== 商机管理 1-020-002-000 ==========
     ErrorCode BUSINESS_NOT_EXISTS = new ErrorCode(1_020_002_000, "商机不存在");
-    ErrorCode BUSINESS_CONTRACT_EXISTS = new ErrorCode(1_020_002_001, "商机已关联合同，不能删除");
+    ErrorCode BUSINESS_DELETE_FAIL_CONTRACT_EXISTS = new ErrorCode(1_020_002_001, "商机已关联合同，不能删除");
 
     // ========== 联系人管理 1-020-003-000 ==========
     ErrorCode CONTACT_NOT_EXISTS = new ErrorCode(1_020_003_000, "联系人不存在");

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

@@ -91,6 +91,8 @@ public interface LogRecordConstants {
     String CRM_BUSINESS_DELETE_SUCCESS = "删除了商机【{{#businessName}}】";
     String CRM_BUSINESS_TRANSFER_SUB_TYPE = "转移商机";
     String CRM_BUSINESS_TRANSFER_SUCCESS = "将商机【{{#business.name}}】的负责人从【{getAdminUserById{#business.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
+    String CRM_BUSINESS_FOLLOW_UP_SUB_TYPE = "商机跟进";
+    String CRM_BUSINESS_FOLLOW_UP_SUCCESS = "商机跟进【{{#businessName}}】";
 
     // ======================= CRM_CONTRACT 合同 =======================
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessRespVO.java

@@ -65,7 +65,7 @@ public class CrmBusinessRespVO {
     private String statusName;
 
     @Schema
-    @ExcelProperty("1赢单2输单3无效")
+    @ExcelProperty("结束状态")
     private Integer endStatus;
 
     @ExcelProperty("结束时的备注")

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/business/CrmBusinessConvert.java

@@ -1,16 +1,11 @@
 package cn.iocoder.yudao.module.crm.convert.business;
 
-import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
-import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
-import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
 import org.mapstruct.Mapper;
 import org.mapstruct.Mapping;
 import org.mapstruct.factory.Mappers;
 
-import java.util.List;
-
 /**
  * 商机 Convert
  *
@@ -24,11 +19,4 @@ public interface CrmBusinessConvert {
     @Mapping(target = "bizId", source = "reqVO.id")
     CrmPermissionTransferReqBO convert(CrmBusinessTransferReqVO reqVO, Long userId);
 
-    @Mapping(target = "id", source = "reqBO.bizId")
-    CrmBusinessDO convert(CrmUpdateFollowUpReqBO reqBO);
-
-    default List<CrmBusinessDO> convertList(List<CrmUpdateFollowUpReqBO> list) {
-        return CollectionUtils.convertList(list, INSTANCE::convert);
-    }
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java

@@ -9,9 +9,9 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessProductDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.service.business.bo.CrmBusinessUpdateProductReqBO;
-import cn.iocoder.yudao.module.crm.service.followup.bo.CrmUpdateFollowUpReqBO;
 import jakarta.validation.Valid;
 
+import java.time.LocalDateTime;
 import java.util.Collection;
 import java.util.List;
 
@@ -41,9 +41,19 @@ public interface CrmBusinessService {
     /**
      * 更新商机相关跟进信息
      *
-     * @param updateFollowUpReqBOList 跟进信息
+     * @param id 编号
+     * @param contactNextTime 下次联系时间
+     * @param contactLastContent 最后联系内容
+     */
+    void updateBusinessFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
+
+    /**
+     * 更新商机的下次联系时间
+     *
+     * @param ids 编号数组
+     * @param contactNextTime 下次联系时间
      */
-    void updateBusinessFollowUpBatch(List<CrmUpdateFollowUpReqBO> updateFollowUpReqBOList);
+    void updateBusinessContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
 
     /**
      * 删除商机

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java

@@ -22,7 +22,6 @@ 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.contract.CrmContractService;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
-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;
 import cn.iocoder.yudao.module.crm.service.product.CrmProductService;
@@ -37,12 +36,13 @@ import org.springframework.transaction.annotation.Transactional;
 import org.springframework.validation.annotation.Validated;
 
 import java.math.BigDecimal;
+import java.time.LocalDateTime;
 import java.util.Collection;
 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.*;
-import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_CONTRACT_EXISTS;
+import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_DELETE_FAIL_CONTRACT_EXISTS;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.BUSINESS_NOT_EXISTS;
 import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
 
@@ -139,6 +139,28 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
         LogRecordContext.putVariable("businessName", oldBusiness.getName());
     }
 
+    @Override
+    @LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_FOLLOW_UP_SUB_TYPE, bizNo = "{{#id}",
+            success = CRM_BUSINESS_FOLLOW_UP_SUCCESS)
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#id", level = CrmPermissionLevelEnum.WRITE)
+    public void updateBusinessFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent) {
+        // 1. 校验存在
+        CrmBusinessDO business = validateBusinessExists(id);
+
+        // 2. 更新联系人的跟进信息
+        businessMapper.updateById(new CrmBusinessDO().setId(id).setFollowUpStatus(true).setContactNextTime(contactNextTime)
+                .setContactLastTime(LocalDateTime.now()));
+
+        // 3. 记录操作日志上下文
+        LogRecordContext.putVariable("businessName", business.getName());
+    }
+
+    @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#ids", level = CrmPermissionLevelEnum.WRITE)
+    public void updateBusinessContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime) {
+        businessMapper.updateBatch(convertList(ids, id -> new CrmBusinessDO().setId(id).setContactNextTime(contactNextTime)));
+    }
+
     private void updateBusinessProduct(Long id, List<CrmBusinessProductDO> newList) {
         List<CrmBusinessProductDO> oldList = businessProductMapper.selectListByBusinessId(id);
         List<List<CrmBusinessProductDO>> diffList = diffList(oldList, newList, // id 不同，就认为是不同的记录
@@ -189,20 +211,15 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
         business.setTotalPrice(business.getTotalProductPrice().subtract(discountPrice));
     }
 
-    @Override
-    public void updateBusinessFollowUpBatch(List<CrmUpdateFollowUpReqBO> updateFollowUpReqBOList) {
-        businessMapper.updateBatch(CrmBusinessConvert.INSTANCE.convertList(updateFollowUpReqBOList));
-    }
-
     @Override
     @Transactional(rollbackFor = Exception.class)
     @LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_DELETE_SUB_TYPE, bizNo = "{{#id}}",
             success = CRM_BUSINESS_DELETE_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_BUSINESS, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void deleteBusiness(Long id) {
-        // 校验存在
+        // 1.1 校验存在
         CrmBusinessDO business = validateBusinessExists(id);
-        // TODO @商机待定：需要校验有没关联合同。CrmContractDO 的 businessId 字段
+        // 1.2 校验是否关联合同
         validateContractExists(id);
 
         // 删除
@@ -222,7 +239,7 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
      */
     private void validateContractExists(Long businessId) {
         if (contractService.getContractCountByBusinessId(businessId) > 0) {
-            throw exception(BUSINESS_CONTRACT_EXISTS);
+            throw exception(BUSINESS_DELETE_FAIL_CONTRACT_EXISTS);
         }
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java

@@ -72,13 +72,12 @@ public interface CrmContactService {
     void updateContactFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent);
 
     /**
-     * 更新联系人相关跟进信息
+     * 更新联系人的下次联系时间
      *
      * @param ids                编号数组
      * @param contactNextTime    下次联系时间
-     * @param contactLastContent 最后联系内容
      */
-    void updateContactFollowUpBatch(Collection<Long> ids, LocalDateTime contactNextTime, String contactLastContent);
+    void updateContactContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime);
 
     /**
      * 获得联系人

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java

@@ -225,7 +225,7 @@ public class CrmContactServiceImpl implements CrmContactService {
             success = CRM_CONTACT_FOLLOW_UP_SUCCESS)
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#id", level = CrmPermissionLevelEnum.WRITE)
     public void updateContactFollowUp(Long id, LocalDateTime contactNextTime, String contactLastContent) {
-        // 1.1 校验存在
+        // 1. 校验存在
         CrmContactDO contact = validateContactExists(id);
 
         // 2. 更新联系人的跟进信息
@@ -238,9 +238,8 @@ public class CrmContactServiceImpl implements CrmContactService {
 
     @Override
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTACT, bizId = "#ids", level = CrmPermissionLevelEnum.WRITE)
-    public void updateContactFollowUpBatch(Collection<Long> ids, LocalDateTime contactNextTime, String contactLastContent) {
-        contactMapper.updateBatch(convertList(ids, id -> new CrmContactDO().setId(id).setContactLastTime(LocalDateTime.now())
-                .setContactNextTime(contactNextTime).setContactLastContent(contactLastContent)));
+    public void updateContactContactNextTime(Collection<Long> ids, LocalDateTime contactNextTime) {
+        contactMapper.updateBatch(convertList(ids, id -> new CrmContactDO().setId(id).setContactNextTime(contactNextTime)));
     }
 
     //======================= 查询相关 =======================

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/followup/CrmFollowUpRecordServiceImpl.java

@@ -26,11 +26,9 @@ import org.springframework.validation.annotation.Validated;
 
 import java.time.LocalDateTime;
 import java.util.Collection;
-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.FOLLOW_UP_RECORD_DELETE_DENIED;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.FOLLOW_UP_RECORD_NOT_EXISTS;
 
@@ -77,7 +75,7 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
                 .setContactLastTime(LocalDateTime.now())
                 .setContactNextTime(record.getNextTime()).setContactLastContent(record.getContent());
         if (ObjUtil.equal(CrmBizTypeEnum.CRM_BUSINESS.getType(), record.getBizType())) { // 更新商机跟进信息
-            businessService.updateBusinessFollowUpBatch(Collections.singletonList(updateFollowUpReqBO));
+            businessService.updateBusinessFollowUp(record.getBizId(), record.getNextTime(), record.getContent());
         }
         if (ObjUtil.equal(CrmBizTypeEnum.CRM_CLUE.getType(), record.getBizType())) { // 更新线索跟进信息
             clueService.updateClueFollowUp(record.getBizId(), record.getNextTime(), record.getContent());
@@ -92,14 +90,13 @@ public class CrmFollowUpRecordServiceImpl implements CrmFollowUpRecordService {
             customerService.updateCustomerFollowUp(record.getBizId(), record.getNextTime(), record.getContent());
         }
 
-        // 3.1 更新 contactIds 对应的记录，不更新 lastTime 和 lastContent
+        // 3.1 更新 contactIds 对应的记录，只更新 nextTime
         if (CollUtil.isNotEmpty(createReqVO.getContactIds())) {
-            contactService.updateContactFollowUpBatch(createReqVO.getContactIds(), null, null);
+            contactService.updateContactContactNextTime(createReqVO.getContactIds(), createReqVO.getNextTime());
         }
-        // 3.2 需要更新 businessIds 对应的记录，不更新 lastTime 和 lastContent
+        // 3.2 需要更新 businessIds 对应的记录，只更新 nextTime
         if (CollUtil.isNotEmpty(createReqVO.getBusinessIds())) {
-            businessService.updateBusinessFollowUpBatch(convertList(createReqVO.getBusinessIds(),
-                    businessId -> updateFollowUpReqBO.setBizId(businessId).setContactLastTime(null).setContactLastContent(null)));
+            businessService.updateBusinessContactNextTime(createReqVO.getBusinessIds(), createReqVO.getNextTime());
         }
         return record.getId();
     }