package cn.iocoder.yudao.module.crm.service.quotation;
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import cn.hutool.core.collection.CollUtil;
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import cn.hutool.core.util.ObjUtil;
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import cn.hutool.core.util.StrUtil;
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import cn.iocoder.yudao.framework.common.exception.ServiceException;
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import cn.iocoder.yudao.framework.common.pojo.PageResult;
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import cn.iocoder.yudao.framework.common.util.json.JsonUtils;
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import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
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import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
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import cn.iocoder.yudao.module.bpm.api.task.BpmProcessInstanceApi;
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import cn.iocoder.yudao.module.bpm.api.task.dto.BpmProcessInstanceCreateReqDTO;
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import cn.iocoder.yudao.module.bpm.dal.dataobject.definition.BpmProcessDefinitionInfoDO;
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import cn.iocoder.yudao.module.bpm.enums.task.BpmProcessInstanceStatusEnum;
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import cn.iocoder.yudao.module.bpm.service.definition.BpmCategoryService;
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import cn.iocoder.yudao.module.bpm.service.definition.BpmProcessDefinitionService;
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import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractSaveReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationPageReqVO;
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import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationSaveReqVO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.bidbond.CrmBidBondDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.quotation.CrmSaleQuotationDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.quotation.CrmSaleQuotationProductDO;
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import cn.iocoder.yudao.module.crm.dal.dataobject.quotation.CrmSaleQuotationRevisionDO;
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import cn.iocoder.yudao.module.crm.dal.mysql.bidbond.CrmBidBondMapper;
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import cn.iocoder.yudao.module.crm.dal.mysql.quotation.CrmSaleQuotationMapper;
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import cn.iocoder.yudao.module.crm.dal.mysql.quotation.CrmSaleQuotationProductMapper;
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import cn.iocoder.yudao.module.crm.dal.mysql.quotation.CrmSaleQuotationRevisionMapper;
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import cn.iocoder.yudao.module.crm.dal.redis.no.CrmNoRedisDAO;
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import cn.iocoder.yudao.module.crm.enums.bidbond.CrmBidResultEnum;
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import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
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import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
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import cn.iocoder.yudao.module.crm.enums.quotation.CrmSaleQuotationStatusEnum;
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import cn.iocoder.yudao.module.crm.enums.quotation.CrmSaleQuotationVoidTypeEnum;
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import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
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import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
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import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
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import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
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import cn.iocoder.yudao.module.crm.api.customer.CrmCustomerApi;
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import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
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import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
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import cn.iocoder.yudao.module.system.api.storage.StorageAttachmentApi;
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import cn.iocoder.yudao.module.mdm.api.item.MdmItemApi;
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import cn.iocoder.yudao.module.mdm.api.item.dto.MdmItemRespDTO;
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import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
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import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
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import jakarta.annotation.Resource;
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import lombok.extern.slf4j.Slf4j;
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import org.flowable.engine.repository.ProcessDefinition;
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import org.springframework.stereotype.Service;
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import org.springframework.transaction.annotation.Transactional;
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import org.springframework.validation.annotation.Validated;
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import java.math.BigDecimal;
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import java.time.LocalDateTime;
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import java.time.format.DateTimeFormatter;
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import java.util.*;
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import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
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import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
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import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
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import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
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/**
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* CRM 销售报价单 Service 实现类
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*
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* @author 超级管理员
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*/
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@Service
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@Validated
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@Slf4j
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public class CrmSaleQuotationServiceImpl implements CrmSaleQuotationService {
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/**
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* BPM 销售报价审批分类编码
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*/
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private static final String SALE_QUOTATION_APPROVE_CATEGORY_CODE = "sale_quotation_approve";
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private static final DateTimeFormatter DATE_FORMATTER = DateTimeFormatter.ofPattern("yyyy-MM-dd");
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@Resource
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private CrmSaleQuotationMapper saleQuotationMapper;
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@Resource
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private CrmSaleQuotationProductMapper saleQuotationProductMapper;
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@Resource
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private CrmSaleQuotationRevisionMapper revisionMapper;
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@Resource
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private CrmBidBondMapper bidBondMapper;
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@Resource
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private CrmSaleQuotationExpiryHelper expiryHelper;
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@Resource
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private CrmNoRedisDAO noRedisDAO;
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@Resource
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private MdmItemApi mdmItemApi;
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@Resource
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private CrmCustomerService customerService;
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@Resource
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private CrmCustomerApi customerApi;
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@Resource
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private CrmBusinessService businessService;
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@Resource
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private CrmContactService contactService;
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@Resource
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private CrmPermissionService permissionService;
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@Resource
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private StorageAttachmentApi storageAttachmentApi;
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@Resource
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private CrmContractService contractService;
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@Resource
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private BpmProcessInstanceApi bpmProcessInstanceApi;
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@Resource
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private BpmCategoryService bpmCategoryService;
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@Resource
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private BpmProcessDefinitionService bpmProcessDefinitionService;
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@Override
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@Transactional(rollbackFor = Exception.class)
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public Long createSaleQuotation(CrmSaleQuotationSaveReqVO createReqVO, Long userId) {
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// 1.1 校验物料项的有效性
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List<CrmSaleQuotationProductDO> quotationProducts = validateQuotationItems(createReqVO.getItems());
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// 1.2 确定报价单号（前端填写则用自定义单号，留空则自动生成），并校验唯一性
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String customNo = StrUtil.trim(createReqVO.getNo());
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String no = StrUtil.isBlank(customNo)
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? noRedisDAO.generate(CrmNoRedisDAO.SALE_QUOTATION_NO_PREFIX) : customNo;
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validateQuotationNoUnique(no, null);
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// 1.3 校验关联字段
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validateRelationDataExists(createReqVO);
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// 2.1 插入报价单
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CrmSaleQuotationDO saleQuotation = BeanUtils.toBean(createReqVO, CrmSaleQuotationDO.class, q -> q
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.setNo(no)
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.setNeedBid(!Boolean.FALSE.equals(createReqVO.getNeedBid()))
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.setStatus(CrmSaleQuotationStatusEnum.DRAFT.getStatus()));
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calculateTotalPrice(saleQuotation, quotationProducts);
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saleQuotationMapper.insert(saleQuotation);
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// 2.2 插入报价明细
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quotationProducts.forEach(p -> p.setQuotationId(saleQuotation.getId()));
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saleQuotationProductMapper.insertBatch(quotationProducts);
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// 2.3 创建数据权限
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permissionService.createPermission(new CrmPermissionCreateReqBO()
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.setUserId(userId)
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.setBizType(CrmBizTypeEnum.CRM_SALE_QUOTATION.getType())
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.setBizId(saleQuotation.getId())
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.setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
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storageAttachmentApi.bindAttachments("file", "crm_sale_quotation",
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saleQuotation.getId(), createReqVO.getBlobIds());
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return saleQuotation.getId();
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}
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@Override
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@Transactional(rollbackFor = Exception.class)
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public void updateSaleQuotation(CrmSaleQuotationSaveReqVO updateReqVO) {
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// 1.1 校验存在，并处理过期
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CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(updateReqVO.getId());
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expiryHelper.expireIfNeeded(saleQuotation);
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validateNotVoid(saleQuotation);
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// 1.2 校验状态：草稿可直接修改；绑定投标且投标未中标时，允许修改已审批的报价单重新报价
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boolean requote = false;
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if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) {
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requote = canRequote(saleQuotation);
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if (!requote) {
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throw exception(SALE_QUOTATION_REQUOTE_FAIL_NOT_LOST, saleQuotation.getNo(),
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getStatusName(saleQuotation.getStatus()));
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}
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}
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// 1.3 校验物料项的有效性
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List<CrmSaleQuotationProductDO> quotationProducts = validateQuotationItems(updateReqVO.getItems());
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// 1.4 校验关联字段
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validateRelationDataExists(updateReqVO);
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// 2.1 更新报价单（报价单号留空表示保持原值，填写则校验唯一性后替换）
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CrmSaleQuotationDO updateObj = BeanUtils.toBean(updateReqVO, CrmSaleQuotationDO.class);
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String no = StrUtil.trim(updateReqVO.getNo());
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if (StrUtil.isBlank(no)) {
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updateObj.setNo(saleQuotation.getNo());
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} else {
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validateQuotationNoUnique(no, saleQuotation.getId());
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updateObj.setNo(no);
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}
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calculateTotalPrice(updateObj, quotationProducts);
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saleQuotationMapper.updateById(updateObj);
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// 2.2 重新报价：重置为草稿并清空上一轮流程实例，等待重新提交
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if (requote) {
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saleQuotationMapper.resetToDraft(saleQuotation.getId());
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}
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// 2.3 更新报价明细
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updateQuotationProductList(updateReqVO.getId(), quotationProducts);
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storageAttachmentApi.updateAttachments("file", "crm_sale_quotation", updateReqVO.getId(), updateReqVO.getBlobIds());
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}
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@Override
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@Transactional(rollbackFor = Exception.class)
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public void deleteSaleQuotation(List<Long> ids) {
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// 1. 校验不处于非草稿状态
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List<CrmSaleQuotationDO> saleQuotations = saleQuotationMapper.selectByIds(ids);
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if (CollUtil.isEmpty(saleQuotations)) {
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return;
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}
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saleQuotations.forEach(saleQuotation -> {
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if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) {
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throw exception(SALE_QUOTATION_DELETE_FAIL_NOT_DRAFT, saleQuotation.getNo());
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}
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if (saleQuotation.getBidBondId() != null) {
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throw exception(SALE_QUOTATION_DELETE_FAIL_BOUND, saleQuotation.getNo(), saleQuotation.getBidBondNo());
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}
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});
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// 2. 遍历删除
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saleQuotations.forEach(saleQuotation -> {
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// 2.0 删除附件关联
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storageAttachmentApi.deleteAttachmentsByRecord("crm_sale_quotation", saleQuotation.getId());
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// 2.1 删除报价单
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saleQuotationMapper.deleteById(saleQuotation.getId());
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// 2.2 删除报价明细
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saleQuotationProductMapper.deleteByQuotationId(saleQuotation.getId());
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// 2.3 删除数据权限
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permissionService.deletePermission(CrmBizTypeEnum.CRM_SALE_QUOTATION.getType(), saleQuotation.getId());
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});
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}
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@Override
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@Transactional(rollbackFor = Exception.class)
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public void submitSaleQuotation(Long id, String processDefinitionKey, Long userId) {
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// 1. 校验报价单存在且为草稿状态（先处理过期，避免提交已失效的报价）
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CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
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expiryHelper.expireIfNeeded(saleQuotation);
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validateNotVoid(saleQuotation);
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if (ObjUtil.notEqual(saleQuotation.getStatus(), CrmSaleQuotationStatusEnum.DRAFT.getStatus())) {
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throw exception(SALE_QUOTATION_SUBMIT_FAIL_NOT_DRAFT, saleQuotation.getNo());
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}
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// 1.1 记录本轮报价流水（含报价快照与明细 JSON）
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recordRevision(saleQuotation, userId);
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// 2. 全局免审批：直接置为审批通过，无需流程模型
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if (bpmProcessInstanceApi.isGlobalAutoApprove()) {
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saleQuotationMapper.updateById(new CrmSaleQuotationDO().setId(id).setProcessInstanceId("")
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.setStatus(CrmSaleQuotationStatusEnum.PROCESS.getStatus()));
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updateSaleQuotationAuditStatus(id, BpmProcessInstanceStatusEnum.APPROVE.getStatus());
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return;
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}
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// 3. 校验审批分类和流程定义
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validateSaleQuotationApproveCategoryAndProcessDefinition();
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ProcessDefinition processDefinition = bpmProcessDefinitionService.getActiveProcessDefinition(processDefinitionKey);
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if (processDefinition == null) {
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throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
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}
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// 4. 创建审批流程实例
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String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId, new BpmProcessInstanceCreateReqDTO()
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.setProcessDefinitionKey(processDefinitionKey).setBusinessKey(String.valueOf(id)));
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// 5. 更新流程实例编号和状态
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saleQuotationMapper.updateById(new CrmSaleQuotationDO().setId(id).setProcessInstanceId(processInstanceId)
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.setStatus(CrmSaleQuotationStatusEnum.PROCESS.getStatus()));
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}
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@Override
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public void updateSaleQuotationAuditStatus(Long id, Integer bpmResult) {
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// 1.1 校验报价单是否存在
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CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
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// 1.2 只有审批中，才可以更新审批结果
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if (ObjUtil.notEqual(saleQuotation.getStatus(), CrmSaleQuotationStatusEnum.PROCESS.getStatus())) {
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log.error("[updateSaleQuotationAuditStatus][报价单({}) 不处于审批中，无法更新审批结果({})]",
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saleQuotation.getNo(), bpmResult);
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throw exception(SALE_QUOTATION_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS, saleQuotation.getNo());
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}
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// 2. 转换 BPM 审批结果并更新
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Integer status;
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if (ObjUtil.equal(bpmResult, BpmProcessInstanceStatusEnum.APPROVE.getStatus())) {
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status = CrmSaleQuotationStatusEnum.APPROVE.getStatus();
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} else if (ObjUtil.equal(bpmResult, BpmProcessInstanceStatusEnum.REJECT.getStatus())) {
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status = CrmSaleQuotationStatusEnum.REJECT.getStatus();
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} else if (ObjUtil.equal(bpmResult, BpmProcessInstanceStatusEnum.CANCEL.getStatus())) {
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status = CrmSaleQuotationStatusEnum.CANCEL.getStatus();
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} else {
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log.warn("[updateSaleQuotationAuditStatus][报价单({}) 收到未知审批结果({})，忽略]", id, bpmResult);
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return;
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}
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saleQuotationMapper.updateById(new CrmSaleQuotationDO().setId(id).setStatus(status));
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}
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@Override
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public List<Map<String, Object>> getSaleQuotationApproveProcessDefinitionList() {
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validateSaleQuotationApproveCategoryAndProcessDefinition();
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List<BpmProcessDefinitionInfoDO> definitionInfoList = bpmProcessDefinitionService
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.getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
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Set<String> processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId);
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List<ProcessDefinition> processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds);
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// 只保留激活状态，且相同 key 只保留最新版本
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Map<String, ProcessDefinition> latestVersionMap = new HashMap<>();
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for (ProcessDefinition pd : processDefinitions) {
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if (pd.isSuspended()) {
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continue;
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}
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ProcessDefinition existing = latestVersionMap.get(pd.getKey());
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if (existing == null || pd.getVersion() > existing.getVersion()) {
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latestVersionMap.put(pd.getKey(), pd);
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}
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}
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List<Map<String, Object>> result = new ArrayList<>();
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for (ProcessDefinition pd : latestVersionMap.values()) {
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Map<String, Object> item = new HashMap<>();
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item.put("id", pd.getId());
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item.put("key", pd.getKey());
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item.put("name", pd.getName());
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item.put("version", pd.getVersion());
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result.add(item);
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}
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return result;
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}
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/**
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* 校验 BPM 销售报价审批分类和流程定义是否存在
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*/
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private void validateSaleQuotationApproveCategoryAndProcessDefinition() {
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List<String> codes = Collections.singletonList(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
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Map<String, ?> categoryMap = bpmCategoryService.getCategoryMap(codes);
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if (!categoryMap.containsKey(SALE_QUOTATION_APPROVE_CATEGORY_CODE)) {
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throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
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}
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List<BpmProcessDefinitionInfoDO> definitionInfoList = bpmProcessDefinitionService
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.getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
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if (CollUtil.isEmpty(definitionInfoList)) {
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throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
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}
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Set<String> processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId);
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List<ProcessDefinition> processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds);
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boolean hasActiveDefinition = processDefinitions.stream().anyMatch(pd -> !pd.isSuspended());
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if (!hasActiveDefinition) {
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throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
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}
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}
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private CrmSaleQuotationDO validateSaleQuotationExists(Long id) {
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CrmSaleQuotationDO saleQuotation = saleQuotationMapper.selectById(id);
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if (saleQuotation == null) {
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throw exception(SALE_QUOTATION_NOT_EXISTS);
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}
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return saleQuotation;
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}
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/**
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* 校验报价单号唯一（含已逻辑删除的报价单，因 uk_no 唯一索引覆盖已删除行）
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*
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* @param no 报价单号
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* @param selfId 自身编号（修改时排除自己，新增传 null）
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*/
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private void validateQuotationNoUnique(String no, Long selfId) {
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CrmSaleQuotationDO exists = saleQuotationMapper.selectAnyByNo(no);
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if (exists != null && !exists.getId().equals(selfId)) {
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throw exception(SALE_QUOTATION_NO_EXISTS, no);
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}
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}
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private List<CrmSaleQuotationProductDO> validateQuotationItems(List<CrmSaleQuotationSaveReqVO.Item> list) {
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// 1. 校验物料存在且启用
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Set<Long> itemIds = convertSet(list, CrmSaleQuotationSaveReqVO.Item::getItemId);
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Map<Long, MdmItemRespDTO> itemMap = mdmItemApi.getItemMap(itemIds);
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// 2. 转换为 CrmSaleQuotationProductDO 列表
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return convertList(list, o -> BeanUtils.toBean(o, CrmSaleQuotationProductDO.class, item -> {
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MdmItemRespDTO mdmItem = itemMap.get(item.getItemId());
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if (mdmItem == null) {
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throw exception(SALE_QUOTATION_ITEM_NOT_EXISTS);
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}
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item.setItemUnitId(mdmItem.getUnitMeasureId());
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// 物料原价，如果 MDM 中没有则默认为 0
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item.setItemPrice(mdmItem.getSalesPrice() != null ? mdmItem.getSalesPrice() : BigDecimal.ZERO);
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if (item.getQuotationPrice() != null && item.getCount() != null) {
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item.setTotalPrice(MoneyUtils.priceMultiply(item.getQuotationPrice(), item.getCount()));
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if (item.getTaxPercent() != null) {
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item.setTaxPrice(MoneyUtils.priceMultiplyPercent(item.getTotalPrice(), item.getTaxPercent()));
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}
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}
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}));
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}
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private void validateRelationDataExists(CrmSaleQuotationSaveReqVO reqVO) {
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// 1. 校验客户
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customerService.validateCustomer(reqVO.getCustomerId());
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// 2. 校验商机（可选）
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if (reqVO.getBusinessId() != null) {
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businessService.validateBusiness(reqVO.getBusinessId());
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}
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// 3. 校验联系人（可选）
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if (reqVO.getContactId() != null) {
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contactService.validateContact(reqVO.getContactId());
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}
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}
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private void updateQuotationProductList(Long id, List<CrmSaleQuotationProductDO> newList) {
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// 第一步，对比新老数据，获得添加、修改、删除的列表
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List<CrmSaleQuotationProductDO> oldList = saleQuotationProductMapper.selectListByQuotationId(id);
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List<List<CrmSaleQuotationProductDO>> diffList = diffList(oldList, newList,
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(oldVal, newVal) -> oldVal.getId().equals(newVal.getId()));
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// 第二步，批量添加、修改、删除
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if (CollUtil.isNotEmpty(diffList.get(0))) {
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diffList.get(0).forEach(o -> o.setQuotationId(id));
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saleQuotationProductMapper.insertBatch(diffList.get(0));
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}
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if (CollUtil.isNotEmpty(diffList.get(1))) {
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saleQuotationProductMapper.updateBatch(diffList.get(1));
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}
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if (CollUtil.isNotEmpty(diffList.get(2))) {
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saleQuotationProductMapper.deleteByIds(convertList(diffList.get(2), CrmSaleQuotationProductDO::getId));
|
}
|
}
|
|
private void calculateTotalPrice(CrmSaleQuotationDO saleQuotation, List<CrmSaleQuotationProductDO> items) {
|
saleQuotation.setTotalProductPrice(getSumValue(items, CrmSaleQuotationProductDO::getTotalPrice, BigDecimal::add, BigDecimal.ZERO));
|
BigDecimal totalTaxPrice = getSumValue(items, CrmSaleQuotationProductDO::getTaxPrice, BigDecimal::add, BigDecimal.ZERO);
|
saleQuotation.setTaxPrice(totalTaxPrice);
|
// 计算优惠价格
|
if (saleQuotation.getDiscountPercent() == null) {
|
saleQuotation.setDiscountPercent(BigDecimal.ZERO);
|
}
|
BigDecimal basePrice = saleQuotation.getTotalProductPrice().add(totalTaxPrice);
|
saleQuotation.setDiscountPrice(MoneyUtils.priceMultiplyPercent(basePrice, saleQuotation.getDiscountPercent()));
|
saleQuotation.setTotalPrice(basePrice.subtract(saleQuotation.getDiscountPrice()));
|
}
|
|
@Override
|
public CrmSaleQuotationDO getSaleQuotation(Long id) {
|
CrmSaleQuotationDO quotation = saleQuotationMapper.selectById(id);
|
expiryHelper.expireIfNeeded(quotation);
|
return quotation;
|
}
|
|
@Override
|
public PageResult<CrmSaleQuotationDO> getSaleQuotationPage(CrmSaleQuotationPageReqVO pageReqVO, Long userId) {
|
// 获取用户有权限的客户 ID 列表
|
List<Long> permittedCustomerIds = customerApi.getPermittedCustomerIds();
|
PageResult<CrmSaleQuotationDO> pageResult = saleQuotationMapper.selectPage(pageReqVO, userId, permittedCustomerIds);
|
expiryHelper.expireIfNeeded(pageResult.getList());
|
return pageResult;
|
}
|
|
@Override
|
public PageResult<CrmSaleQuotationDO> getSaleQuotationPageByCustomerId(CrmSaleQuotationPageReqVO pageReqVO) {
|
PageResult<CrmSaleQuotationDO> pageResult = saleQuotationMapper.selectPageByCustomerId(pageReqVO);
|
expiryHelper.expireIfNeeded(pageResult.getList());
|
return pageResult;
|
}
|
|
@Override
|
public PageResult<CrmSaleQuotationDO> getSaleQuotationPageByBusinessId(CrmSaleQuotationPageReqVO pageReqVO) {
|
PageResult<CrmSaleQuotationDO> pageResult = saleQuotationMapper.selectPageByBusinessId(pageReqVO);
|
expiryHelper.expireIfNeeded(pageResult.getList());
|
return pageResult;
|
}
|
|
@Override
|
public List<CrmSaleQuotationProductDO> getSaleQuotationProductListByQuotationId(Long quotationId) {
|
return saleQuotationProductMapper.selectListByQuotationId(quotationId);
|
}
|
|
@Override
|
public List<CrmSaleQuotationProductDO> getSaleQuotationProductListByQuotationIds(Collection<Long> quotationIds) {
|
if (CollUtil.isEmpty(quotationIds)) {
|
return Collections.emptyList();
|
}
|
return saleQuotationProductMapper.selectListByQuotationIds(quotationIds);
|
}
|
|
@Override
|
@Transactional(rollbackFor = Exception.class)
|
public Long convertToContract(Long id, Long userId) {
|
// 1. 校验报价单存在，并处理过期
|
CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
|
expiryHelper.expireIfNeeded(saleQuotation);
|
validateNotVoid(saleQuotation);
|
// 1.1 需要投标的报价单：必须先绑定投标
|
boolean needBid = !Boolean.FALSE.equals(saleQuotation.getNeedBid());
|
if (needBid && saleQuotation.getBidBondId() == null) {
|
throw exception(SALE_QUOTATION_CONVERT_FAIL_BID_REQUIRED, saleQuotation.getNo());
|
}
|
// 1.2 绑定投标的报价单：必须已中标，且是该投标当前绑定的报价单
|
if (saleQuotation.getBidBondId() != null) {
|
CrmBidBondDO bidBond = bidBondMapper.selectById(saleQuotation.getBidBondId());
|
if (bidBond == null) {
|
throw new ServiceException(BID_BOND_NOT_EXISTS.getCode(),
|
"销售报价单[" + saleQuotation.getNo() + "]关联的投标(ID=" + saleQuotation.getBidBondId()
|
+ ")不存在，无法转合同；请先在投标保证金中重新关联投标，或解除报价单绑定。");
|
}
|
if (!CrmBidResultEnum.WON.getResult().equals(bidBond.getBidResult())) {
|
throw exception(SALE_QUOTATION_CONVERT_FAIL_BID_NOT_WON, saleQuotation.getNo(),
|
bidBond.getNo(), getBidResultName(bidBond.getBidResult()));
|
}
|
if (!saleQuotation.getId().equals(bidBond.getQuotationId())) {
|
throw exception(SALE_QUOTATION_CONVERT_FAIL_BID_QUOTATION_MISMATCH,
|
saleQuotation.getNo(), bidBond.getNo());
|
}
|
if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())) {
|
throw exception(SALE_QUOTATION_CONVERT_FAIL_NOT_DRAFT, saleQuotation.getNo(),
|
getStatusName(saleQuotation.getStatus()));
|
}
|
} else if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())
|
&& !CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())) {
|
throw exception(SALE_QUOTATION_CONVERT_FAIL_NOT_DRAFT, saleQuotation.getNo(),
|
getStatusName(saleQuotation.getStatus()));
|
}
|
// 1.2 校验是否已转合同
|
if (saleQuotation.getContractId() != null) {
|
throw exception(SALE_QUOTATION_CONTRACT_EXISTS);
|
}
|
|
// 2. 获取报价明细
|
List<CrmSaleQuotationProductDO> quotationProducts = saleQuotationProductMapper.selectListByQuotationId(id);
|
|
// 3. 构建合同创建 VO
|
CrmContractSaveReqVO contractVO = new CrmContractSaveReqVO();
|
contractVO.setName(saleQuotation.getName() + "-合同");
|
contractVO.setCustomerId(saleQuotation.getCustomerId());
|
contractVO.setBusinessId(saleQuotation.getBusinessId());
|
contractVO.setOwnerUserId(saleQuotation.getOwnerUserId());
|
contractVO.setOrderDate(saleQuotation.getQuotationTime());
|
contractVO.setDiscountPercent(saleQuotation.getDiscountPercent());
|
contractVO.setRemark("由报价单[" + saleQuotation.getNo() + "]生成");
|
// 转换明细项：报价单物料 -> 合同产品
|
List<CrmContractSaveReqVO.Product> contractProducts = convertList(quotationProducts, qp -> {
|
CrmContractSaveReqVO.Product product = new CrmContractSaveReqVO.Product();
|
product.setItemId(qp.getItemId());
|
product.setItemPrice(qp.getItemPrice());
|
product.setContractPrice(qp.getQuotationPrice());
|
product.setCount(qp.getCount());
|
return product;
|
});
|
contractVO.setProducts(contractProducts);
|
|
// 4. 创建合同（会自动检测合同审批流程并提交审批）
|
Long contractId = contractService.createContract(contractVO, userId);
|
|
// 5. 更新报价单关联信息
|
CrmContractDO contract = contractService.getContract(contractId);
|
saleQuotationMapper.updateById(new CrmSaleQuotationDO()
|
.setId(id)
|
.setContractId(contractId)
|
.setContractNo(contract.getNo())
|
.setStatus(CrmSaleQuotationStatusEnum.CONVERTED.getStatus()));
|
|
return contractId;
|
}
|
|
@Override
|
public CrmSaleQuotationDO getByContractId(Long id) {
|
return saleQuotationMapper.selectOne(new LambdaQueryWrapper<CrmSaleQuotationDO>().eq(CrmSaleQuotationDO::getContractId,id));
|
}
|
|
@Override
|
public void clearContractReference(Long quotationId) {
|
saleQuotationMapper.clearContractReference(quotationId);
|
}
|
|
@Override
|
@Transactional(rollbackFor = Exception.class)
|
public void voidSaleQuotation(Long id, String reason) {
|
// 1.1 校验作废原因
|
String trimmedReason = StrUtil.trim(reason);
|
if (StrUtil.isBlank(trimmedReason)) {
|
throw exception(SALE_QUOTATION_VOID_REASON_REQUIRED);
|
}
|
if (trimmedReason.length() > 500) {
|
throw new ServiceException(SALE_QUOTATION_VOID_REASON_REQUIRED.getCode(),
|
"作废原因不能超过 500 个字符，当前为 " + trimmedReason.length() + " 个字符，请精简后重试");
|
}
|
// 1.2 校验报价单存在，并处理过期（已过期则按超期作废提示，不再走手动作废）
|
CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
|
expiryHelper.expireIfNeeded(saleQuotation);
|
validateNotVoid(saleQuotation);
|
// 1.3 已中标的报价单不允许作废，否则合同闭环断裂
|
if (saleQuotation.getBidBondId() != null) {
|
CrmBidBondDO bidBond = bidBondMapper.selectById(saleQuotation.getBidBondId());
|
if (bidBond != null && CrmBidResultEnum.WON.getResult().equals(bidBond.getBidResult())) {
|
throw exception(SALE_QUOTATION_VOID_FAIL_WON, saleQuotation.getNo());
|
}
|
}
|
// 1.4 校验当前状态是否允许作废
|
boolean wasProcessing = CrmSaleQuotationStatusEnum.PROCESS.getStatus().equals(saleQuotation.getStatus());
|
if (!wasProcessing
|
&& !CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())
|
&& !CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())
|
&& !CrmSaleQuotationStatusEnum.REJECT.getStatus().equals(saleQuotation.getStatus())) {
|
throw exception(SALE_QUOTATION_VOID_FAIL_STATUS, saleQuotation.getNo(),
|
getStatusName(saleQuotation.getStatus()));
|
}
|
|
// 2.1 先落库为已作废，BPM 撤销回调只处理审批中状态，不会覆盖本状态
|
saleQuotationMapper.updateById(new CrmSaleQuotationDO()
|
.setId(id)
|
.setStatus(CrmSaleQuotationStatusEnum.VOID.getStatus())
|
.setVoidType(CrmSaleQuotationVoidTypeEnum.MANUAL.getType())
|
.setVoidReason(trimmedReason)
|
.setVoidTime(LocalDateTime.now())
|
.setVoidBy(getLoginUserId()));
|
// 2.2 审批中的报价单同步撤销流程，避免审批人继续处理已作废的报价
|
if (wasProcessing) {
|
cancelProcessQuietly(saleQuotation.getProcessInstanceId(), trimmedReason);
|
}
|
}
|
|
@Override
|
public List<CrmSaleQuotationRevisionDO> getSaleQuotationRevisionList(Long quotationId) {
|
validateSaleQuotationExists(quotationId);
|
return revisionMapper.selectListByQuotationId(quotationId);
|
}
|
|
@Override
|
public List<CrmSaleQuotationDO> getBindableQuotationList(Long customerId, Long bidBondId) {
|
if (customerId == null) {
|
return Collections.emptyList();
|
}
|
List<CrmSaleQuotationDO> quotations = saleQuotationMapper.selectListByCustomerIdAndStatuses(customerId,
|
List.of(CrmSaleQuotationStatusEnum.DRAFT.getStatus(),
|
CrmSaleQuotationStatusEnum.APPROVE.getStatus(),
|
CrmSaleQuotationStatusEnum.REJECT.getStatus()));
|
// 过期报价单会动态作废，需先从候选中剔除
|
expiryHelper.expireIfNeeded(quotations);
|
return quotations.stream()
|
.filter(q -> q.getBidBondId() == null || Objects.equals(q.getBidBondId(), bidBondId))
|
.collect(java.util.stream.Collectors.toList());
|
}
|
|
/**
|
* 记录本轮报价流水，供二次/三次报价追溯。
|
*/
|
private void recordRevision(CrmSaleQuotationDO saleQuotation, Long userId) {
|
int revisionNo = (saleQuotation.getRevisionNo() == null ? 0 : saleQuotation.getRevisionNo()) + 1;
|
if (revisionMapper.selectByQuotationIdAndRevisionNo(saleQuotation.getId(), revisionNo) != null) {
|
throw exception(SALE_QUOTATION_REVISION_EXISTS, saleQuotation.getNo(), revisionNo);
|
}
|
List<CrmSaleQuotationProductDO> products =
|
saleQuotationProductMapper.selectListByQuotationId(saleQuotation.getId());
|
revisionMapper.insert(CrmSaleQuotationRevisionDO.builder()
|
.quotationId(saleQuotation.getId())
|
.quotationNo(saleQuotation.getNo())
|
.revisionNo(revisionNo)
|
.bidBondId(saleQuotation.getBidBondId())
|
.bidBondNo(saleQuotation.getBidBondNo())
|
.customerId(saleQuotation.getCustomerId())
|
.name(saleQuotation.getName())
|
.quotationTime(saleQuotation.getQuotationTime())
|
.validUntil(saleQuotation.getValidUntil())
|
.totalProductPrice(saleQuotation.getTotalProductPrice())
|
.discountPercent(saleQuotation.getDiscountPercent())
|
.discountPrice(saleQuotation.getDiscountPrice())
|
.totalPrice(saleQuotation.getTotalPrice())
|
.taxRate(saleQuotation.getTaxRate())
|
.taxPrice(saleQuotation.getTaxPrice())
|
.itemsSnapshot(buildItemsSnapshot(products))
|
.status(CrmSaleQuotationStatusEnum.PROCESS.getStatus())
|
.submitUserId(userId)
|
.submitTime(LocalDateTime.now())
|
.build());
|
// 同步报价单轮次
|
saleQuotationMapper.updateById(new CrmSaleQuotationDO()
|
.setId(saleQuotation.getId())
|
.setRevisionNo(revisionNo));
|
saleQuotation.setRevisionNo(revisionNo);
|
// 同步投标记录上的当前报价轮次
|
if (saleQuotation.getBidBondId() != null) {
|
bidBondMapper.updateById(new CrmBidBondDO()
|
.setId(saleQuotation.getBidBondId())
|
.setQuotationRound(revisionNo));
|
}
|
}
|
|
/**
|
* 是否允许重新报价：绑定投标、报价已审批过、且投标结果为「未中标」。
|
*/
|
private boolean canRequote(CrmSaleQuotationDO saleQuotation) {
|
if (saleQuotation.getBidBondId() == null) {
|
return false;
|
}
|
if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())
|
&& !CrmSaleQuotationStatusEnum.REJECT.getStatus().equals(saleQuotation.getStatus())) {
|
return false;
|
}
|
CrmBidBondDO bidBond = bidBondMapper.selectById(saleQuotation.getBidBondId());
|
return bidBond != null && CrmBidResultEnum.LOST.getResult().equals(bidBond.getBidResult());
|
}
|
|
/**
|
* 已作废的报价单不允许继续操作，按作废类型给出精确提示。
|
*/
|
private void validateNotVoid(CrmSaleQuotationDO saleQuotation) {
|
if (!CrmSaleQuotationStatusEnum.VOID.getStatus().equals(saleQuotation.getStatus())) {
|
return;
|
}
|
if (CrmSaleQuotationVoidTypeEnum.EXPIRED.getType().equals(saleQuotation.getVoidType())) {
|
String validUntil = saleQuotation.getValidUntil() != null
|
? saleQuotation.getValidUntil().format(DATE_FORMATTER) : "未知";
|
throw exception(SALE_QUOTATION_EXPIRED, saleQuotation.getNo(), validUntil);
|
}
|
throw exception(SALE_QUOTATION_VOIDED, saleQuotation.getNo(),
|
StrUtil.blankToDefault(saleQuotation.getVoidReason(), "未填写作废原因"));
|
}
|
|
private String getStatusName(Integer status) {
|
CrmSaleQuotationStatusEnum statusEnum = CrmSaleQuotationStatusEnum.getByStatus(status);
|
return statusEnum != null ? statusEnum.getName() : "未知状态(" + status + ")";
|
}
|
|
private String getBidResultName(Integer result) {
|
CrmBidResultEnum resultEnum = CrmBidResultEnum.valueOf(result);
|
return resultEnum != null ? resultEnum.getName() : "未知结果(" + result + ")";
|
}
|
|
private String buildItemsSnapshot(List<CrmSaleQuotationProductDO> products) {
|
if (CollUtil.isEmpty(products)) {
|
return JsonUtils.toJsonString(Collections.emptyList());
|
}
|
Set<Long> itemIds = convertSet(products, CrmSaleQuotationProductDO::getItemId);
|
Map<Long, MdmItemRespDTO> itemMap = mdmItemApi.getItemMap(itemIds);
|
List<Map<String, Object>> items = convertList(products, product -> {
|
MdmItemRespDTO item = itemMap.get(product.getItemId());
|
Map<String, Object> snapshot = new LinkedHashMap<>();
|
snapshot.put("itemId", product.getItemId());
|
snapshot.put("itemCode", item != null ? item.getCode() : null);
|
snapshot.put("itemName", item != null ? item.getName() : null);
|
snapshot.put("itemSpecification", item != null ? item.getSpecification() : null);
|
snapshot.put("count", product.getCount());
|
snapshot.put("itemPrice", product.getItemPrice());
|
snapshot.put("quotationPrice", product.getQuotationPrice());
|
snapshot.put("taxPercent", product.getTaxPercent());
|
snapshot.put("totalPrice", product.getTotalPrice());
|
snapshot.put("taxPrice", product.getTaxPrice());
|
snapshot.put("remark", product.getRemark());
|
return snapshot;
|
});
|
return JsonUtils.toJsonString(items);
|
}
|
|
private void cancelProcessQuietly(String processInstanceId, String reason) {
|
if (StrUtil.isBlank(processInstanceId)) {
|
return;
|
}
|
try {
|
bpmProcessInstanceApi.cancelProcessInstanceByAdmin(getLoginUserId(), processInstanceId, reason);
|
} catch (Exception ex) {
|
log.warn("[cancelProcessQuietly][报价单流程({})撤销失败，不影响作废]", processInstanceId, ex);
|
}
|
}
|
|
}
|
