feat(oa): 添加客户跟进记录功能

- 新增跟进记录添加接口和页面 - 实现客户id查询跟进记录列表功能 - 新增跟进记录相关BO和VO类
2025-03-14 17:10:16 +08:00
parent 61f2d1cbc1
commit c76fb356fa
8 changed files with 203 additions and 16 deletions
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/controller/OaCustomerController.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/controller/OaCustomerController.java
@@ -2,12 +2,13 @@ package com.ruoyi.oa.controller;

 import java.util.List;
 import java.util.Arrays;
-import java.util.concurrent.TimeUnit;

+import com.ruoyi.oa.domain.bo.OaFollowUpRecordAddBo;
+import com.ruoyi.oa.service.IOaFollowUpRecordService;
 import lombok.RequiredArgsConstructor;
 import javax.servlet.http.HttpServletResponse;
 import javax.validation.constraints.*;
-import cn.dev33.satoken.annotation.SaCheckPermission;
+import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.web.bind.annotation.*;
 import org.springframework.validation.annotation.Validated;
 import com.ruoyi.common.annotation.RepeatSubmit;
@@ -17,7 +18,6 @@ import com.ruoyi.common.core.domain.PageQuery;
 import com.ruoyi.common.core.domain.R;
 import com.ruoyi.common.core.validate.AddGroup;
 import com.ruoyi.common.core.validate.EditGroup;
-import com.ruoyi.common.core.validate.QueryGroup;
 import com.ruoyi.common.enums.BusinessType;
 import com.ruoyi.common.utils.poi.ExcelUtil;
 import com.ruoyi.oa.domain.vo.OaCustomerVo;
@@ -39,6 +39,9 @@ public class OaCustomerController extends BaseController {

    private final IOaCustomerService iOaCustomerService;

+    @Autowired
+    private IOaFollowUpRecordService iOaFollowUpRecordService;
+
    /**
     * 查询CRM 客户列表
     */
@@ -109,4 +112,13 @@ public class OaCustomerController extends BaseController {
                          @PathVariable Long[] customerIds) {
        return toAjax(iOaCustomerService.deleteWithValidByIds(Arrays.asList(customerIds), true));
    }
+
+    /**
+     * 添加跟进记录
+     */
+    @PostMapping("/follow")
+    public R<Void> addFollow(@Validated(AddGroup.class) @RequestBody OaFollowUpRecordAddBo bo) {
+        return toAjax(iOaFollowUpRecordService.insertByAddBo(bo));
+
+    }
 }
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/controller/OaFollowUpRecordController.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/controller/OaFollowUpRecordController.java
@@ -1,16 +1,14 @@
 package com.ruoyi.oa.controller;

-import java.util.Collections;
+
 import java.util.List;
 import java.util.Arrays;
-import java.util.concurrent.TimeUnit;

-import com.ruoyi.oa.service.IOaBusinessProductService;
+import com.ruoyi.oa.domain.vo.OaFollowUpRecordQueryVo;
 import com.ruoyi.oa.service.IOaBusinessService;
 import lombok.RequiredArgsConstructor;
 import javax.servlet.http.HttpServletResponse;
 import javax.validation.constraints.*;
-import cn.dev33.satoken.annotation.SaCheckPermission;
 import org.springframework.web.bind.annotation.*;
 import org.springframework.validation.annotation.Validated;
 import com.ruoyi.common.annotation.RepeatSubmit;
@@ -20,7 +18,6 @@ import com.ruoyi.common.core.domain.PageQuery;
 import com.ruoyi.common.core.domain.R;
 import com.ruoyi.common.core.validate.AddGroup;
 import com.ruoyi.common.core.validate.EditGroup;
-import com.ruoyi.common.core.validate.QueryGroup;
 import com.ruoyi.common.enums.BusinessType;
 import com.ruoyi.common.utils.poi.ExcelUtil;
 import com.ruoyi.oa.domain.vo.OaFollowUpRecordVo;
@@ -116,4 +113,13 @@ public class OaFollowUpRecordController extends BaseController {
                          @PathVariable Long[] followIds) {
        return toAjax(iOaFollowUpRecordService.deleteWithValidByIds(Arrays.asList(followIds), true));
    }
+    /**
+     * 根据用户id查询跟进记录列表
+     */
+    @GetMapping("/list/{customerId}")
+    public R<OaFollowUpRecordQueryVo> selectByCustomerIdId(
+            @NotNull(message = "主键不能为空")
+            @PathVariable Long customerId) {
+        return R.ok(iOaFollowUpRecordService.selectByCustomerId(customerId));
+    }
 }
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/domain/bo/OaFollowUpRecordAddBo.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/domain/bo/OaFollowUpRecordAddBo.java
@@ -0,0 +1,61 @@
+package com.ruoyi.oa.domain.bo;
+
+import com.ruoyi.common.core.domain.BaseEntity;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.util.Date;
+
+@Data
+@EqualsAndHashCode(callSuper = true)
+public class OaFollowUpRecordAddBo extends BaseEntity {
+    /**
+     * 客户id
+     */
+    private Long customerId;
+
+    /**
+     * 最后跟进时间
+     */
+    private Date contactLastTime;
+
+    /**
+     * 最后跟进内容
+     */
+    private String contactLastContent;
+
+    /**
+     * 下次跟进时间
+     */
+    private Date contactNextTime;
+
+    /**
+     * 负责人id
+     */
+    private Long ownerUserId;
+
+    /**
+     * 跟进类型
+     */
+    private Long type;
+
+    /**
+     * 涉及图片
+     */
+    private String picUrls;
+
+    /**
+     * 涉及附件
+     */
+    private String fileUrls;
+
+    /**
+     * 下次时间
+     */
+    private Date nextTime;
+
+    /**
+     * 关联的商机编号数组
+     */
+    private String businessIds;
+}
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/domain/vo/OaFollowUpRecordQueryVo.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/domain/vo/OaFollowUpRecordQueryVo.java
@@ -0,0 +1,50 @@
+package com.ruoyi.oa.domain.vo;
+
+import com.alibaba.excel.annotation.ExcelIgnoreUnannotated;
+import lombok.Data;
+
+import java.util.List;
+
+@Data
+@ExcelIgnoreUnannotated
+public class OaFollowUpRecordQueryVo {
+    /**
+     * 跟进id
+     */
+    private String followId;
+
+    /**
+     * 类型
+     */
+    private String type;
+
+    /**
+     * 跟进内容
+     */
+    private String content;
+
+    /**
+     * 下次跟进时间
+     */
+    private String nextTime;
+
+    /**
+     * 图片
+     */
+    private String picUrls;
+
+    /**
+     * 附件
+     */
+    private String fileUrls;
+
+    /**
+     * 涉及商机id
+     */
+    private String businessIds;
+
+    /**
+     * 封存所有商机
+     */
+    private List<OaBusinessVo> businessVoList;
+}
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/service/IOaBusinessService.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/service/IOaBusinessService.java
@@ -1,11 +1,10 @@
 package com.ruoyi.oa.service;

-import com.ruoyi.oa.domain.OaBusiness;
+
 import com.ruoyi.oa.domain.vo.OaBusinessVo;
 import com.ruoyi.oa.domain.bo.OaBusinessBo;
 import com.ruoyi.common.core.page.TableDataInfo;
 import com.ruoyi.common.core.domain.PageQuery;
-import com.ruoyi.oa.domain.vo.OaFollowUpRecordVo;
 import com.ruoyi.oa.domain.vo.OaProductVo;

 import java.util.Collection;
@@ -55,4 +54,9 @@ public interface IOaBusinessService {
     */
    TableDataInfo<OaProductVo> getBusinessProducts(OaBusinessBo bo);

+
+    /**
+     * 查询CRM 批量商机
+     */
+    List<OaBusinessVo> queryByIds(Collection<Long> list);
 }
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/service/IOaFollowUpRecordService.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/service/IOaFollowUpRecordService.java
@@ -1,6 +1,8 @@
 package com.ruoyi.oa.service;

-import com.ruoyi.oa.domain.OaFollowUpRecord;
+
+import com.ruoyi.oa.domain.bo.OaFollowUpRecordAddBo;
+import com.ruoyi.oa.domain.vo.OaFollowUpRecordQueryVo;
 import com.ruoyi.oa.domain.vo.OaFollowUpRecordVo;
 import com.ruoyi.oa.domain.bo.OaFollowUpRecordBo;
 import com.ruoyi.common.core.page.TableDataInfo;
@@ -48,4 +50,8 @@ public interface IOaFollowUpRecordService {
    Boolean deleteWithValidByIds(Collection<Long> ids, Boolean isValid);

    List<OaFollowUpRecordVo> selectByBusinessIds(Collection<Long> list);
+
+    OaFollowUpRecordQueryVo selectByCustomerId(Long customerId);
+
+    Boolean insertByAddBo(OaFollowUpRecordAddBo bo);
 }
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/service/impl/OaBusinessServiceImpl.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/service/impl/OaBusinessServiceImpl.java
@@ -8,7 +8,6 @@ import com.ruoyi.common.core.domain.PageQuery;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.toolkit.Wrappers;
-import com.ruoyi.oa.domain.vo.OaFollowUpRecordVo;
 import com.ruoyi.oa.domain.vo.OaProductVo;
 import lombok.RequiredArgsConstructor;
 import org.springframework.stereotype.Service;
@@ -133,4 +132,15 @@ public class OaBusinessServiceImpl implements IOaBusinessService {
        queryWrapper.eq(bo.getBusinessId() != null,"ob.business_id", bo.getBusinessId());
        return TableDataInfo.build(baseMapper.getBusinessProducts(bo,queryWrapper));
    }
+
+    /**
+     * 查询CRM 批量商机
+     */
+    @Override
+    public List<OaBusinessVo> queryByIds(Collection<Long> list) {
+        if (list == null || list.isEmpty()) {
+            return Collections.emptyList();
+        }
+        return baseMapper.selectVoList(new LambdaQueryWrapper<OaBusiness>().in(OaBusiness::getBusinessId, list));
+    }
 }
--- a/ruoyi-oa/src/main/java/com/ruoyi/oa/service/impl/OaFollowUpRecordServiceImpl.java
+++ b/ruoyi-oa/src/main/java/com/ruoyi/oa/service/impl/OaFollowUpRecordServiceImpl.java
@@ -7,7 +7,11 @@ import com.ruoyi.common.core.domain.PageQuery;
 import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
 import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
 import com.baomidou.mybatisplus.core.toolkit.Wrappers;
+import com.ruoyi.oa.domain.bo.OaFollowUpRecordAddBo;
+import com.ruoyi.oa.domain.vo.OaFollowUpRecordQueryVo;
+import com.ruoyi.oa.service.IOaBusinessService;
 import lombok.RequiredArgsConstructor;
+import org.springframework.beans.factory.annotation.Autowired;
 import org.springframework.stereotype.Service;
 import com.ruoyi.oa.domain.bo.OaFollowUpRecordBo;
 import com.ruoyi.oa.domain.vo.OaFollowUpRecordVo;
@@ -15,10 +19,8 @@ import com.ruoyi.oa.domain.OaFollowUpRecord;
 import com.ruoyi.oa.mapper.OaFollowUpRecordMapper;
 import com.ruoyi.oa.service.IOaFollowUpRecordService;

-import java.util.Collections;
-import java.util.List;
-import java.util.Map;
-import java.util.Collection;
+import java.util.*;
+import java.util.stream.Collectors;

 /**
 * CRM 跟进记录Service业务层处理
@@ -32,6 +34,9 @@ public class OaFollowUpRecordServiceImpl implements IOaFollowUpRecordService {

    private final OaFollowUpRecordMapper baseMapper;

+    @Autowired
+    private IOaBusinessService oaBusinessService;
+
    /**
     * 查询CRM 跟进记录
     */
@@ -127,4 +132,37 @@ public class OaFollowUpRecordServiceImpl implements IOaFollowUpRecordService {

        return baseMapper.selectVoList(queryWrapper);
    }
+
+    /**
+     * 添加跟进记录
+     */
+    @Override
+    public Boolean insertByAddBo(OaFollowUpRecordAddBo bo) {
+        OaFollowUpRecord add = BeanUtil.toBean(bo, OaFollowUpRecord.class);
+        add.setContent(bo.getContactLastContent());
+        validEntityBeforeSave(add);
+        return baseMapper.insert(add) > 0;
+    }
+
+    /**
+     * 通过顾客id获取跟进记录
+     */
+    @Override
+    public OaFollowUpRecordQueryVo selectByCustomerId(Long customerId) {
+        //通过customerId查询出跟进记录
+        OaFollowUpRecord followUpRecord=baseMapper.selectOne(new LambdaQueryWrapper<OaFollowUpRecord>().eq(OaFollowUpRecord::getCustomerId,customerId));
+
+        OaFollowUpRecordQueryVo queryVo=BeanUtil.toBean(followUpRecord,OaFollowUpRecordQueryVo.class);
+        //通过businessIds查询出业务
+        if (StringUtils.isNotBlank(followUpRecord.getBusinessIds())){
+            //分割businessIds
+            List<Long> businessIds = Arrays.stream(followUpRecord.getBusinessIds().split(","))
+                    .map(String::trim)
+                    .map(Long::parseLong)
+                    .collect(Collectors.toList());
+            //批量查询出业务
+            queryVo.setBusinessVoList(oaBusinessService.queryByIds(businessIds));
+        }
+        return queryVo;
+    }
 }