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.lang.Assert;
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import cn.iocoder.yudao.framework.common.pojo.PageResult;
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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.BpmTaskStatusEnum;
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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.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.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.redis.no.CrmNoRedisDAO;
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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.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.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.mdm.api.item.MdmItemApi;
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import cn.iocoder.yudao.module.mdm.api.item.dto.MdmItemRespDTO;
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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.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.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 芋道源码
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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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* 销售报价 BPM 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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@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 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 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 CrmContractService contractService;
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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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@Resource
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private BpmProcessInstanceApi bpmProcessInstanceApi;
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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 生成报价单号，并校验唯一性
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String no = noRedisDAO.generate(CrmNoRedisDAO.SALE_QUOTATION_NO_PREFIX);
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if (saleQuotationMapper.selectByNo(no) != null) {
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throw exception(SALE_QUOTATION_NO_EXISTS);
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}
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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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.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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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
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CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(updateReqVO.getId());
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// 1.2 校验状态，只有草稿状态才能修改
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if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) {
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throw exception(SALE_QUOTATION_UPDATE_FAIL_NOT_DRAFT, saleQuotation.getNo());
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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
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CrmSaleQuotationDO updateObj = BeanUtils.toBean(updateReqVO, CrmSaleQuotationDO.class);
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calculateTotalPrice(updateObj, quotationProducts);
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saleQuotationMapper.updateById(updateObj);
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// 2.2 更新报价明细
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updateQuotationProductList(updateReqVO.getId(), quotationProducts);
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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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});
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// 2. 遍历删除
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saleQuotations.forEach(saleQuotation -> {
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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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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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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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item.setItemPrice(mdmItem.getSalesPrice());
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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));
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}
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}
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private void calculateTotalPrice(CrmSaleQuotationDO saleQuotation, List<CrmSaleQuotationProductDO> items) {
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saleQuotation.setTotalProductPrice(getSumValue(items, CrmSaleQuotationProductDO::getTotalPrice, BigDecimal::add, BigDecimal.ZERO));
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BigDecimal totalTaxPrice = getSumValue(items, CrmSaleQuotationProductDO::getTaxPrice, BigDecimal::add, BigDecimal.ZERO);
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saleQuotation.setTaxPrice(totalTaxPrice);
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// 计算优惠价格
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if (saleQuotation.getDiscountPercent() == null) {
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saleQuotation.setDiscountPercent(BigDecimal.ZERO);
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}
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BigDecimal basePrice = saleQuotation.getTotalProductPrice().add(totalTaxPrice);
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saleQuotation.setDiscountPrice(MoneyUtils.priceMultiplyPercent(basePrice, saleQuotation.getDiscountPercent()));
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saleQuotation.setTotalPrice(basePrice.subtract(saleQuotation.getDiscountPrice()));
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}
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@Override
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public CrmSaleQuotationDO getSaleQuotation(Long id) {
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return saleQuotationMapper.selectById(id);
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}
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@Override
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public PageResult<CrmSaleQuotationDO> getSaleQuotationPage(CrmSaleQuotationPageReqVO pageReqVO, Long userId) {
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return saleQuotationMapper.selectPage(pageReqVO, userId);
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}
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@Override
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public PageResult<CrmSaleQuotationDO> getSaleQuotationPageByCustomerId(CrmSaleQuotationPageReqVO pageReqVO) {
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return saleQuotationMapper.selectPageByCustomerId(pageReqVO);
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}
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@Override
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public PageResult<CrmSaleQuotationDO> getSaleQuotationPageByBusinessId(CrmSaleQuotationPageReqVO pageReqVO) {
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return saleQuotationMapper.selectPageByBusinessId(pageReqVO);
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}
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@Override
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public List<CrmSaleQuotationProductDO> getSaleQuotationProductListByQuotationId(Long quotationId) {
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return saleQuotationProductMapper.selectListByQuotationId(quotationId);
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}
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@Override
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public List<CrmSaleQuotationProductDO> getSaleQuotationProductListByQuotationIds(Collection<Long> quotationIds) {
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if (CollUtil.isEmpty(quotationIds)) {
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return Collections.emptyList();
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}
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return saleQuotationProductMapper.selectListByQuotationIds(quotationIds);
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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
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CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
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if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) {
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throw exception(SALE_QUOTATION_SUBMIT_FAIL_NOT_DRAFT);
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}
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// 2. 校验分类和流程定义是否存在
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validateSaleQuotationApproveCategoryAndProcessDefinition();
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// 3. 校验传入的流程定义 Key 是否属于该分类且处于激活状态
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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. 创建流程实例
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String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId,
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new BpmProcessInstanceCreateReqDTO()
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.setProcessDefinitionKey(processDefinitionKey)
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.setBusinessKey(String.valueOf(id)));
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// 5. 更新报价单状态
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saleQuotationMapper.updateById(new CrmSaleQuotationDO()
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.setId(id)
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.setProcessInstanceId(processInstanceId)
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.setStatus(CrmSaleQuotationStatusEnum.PROCESS.getStatus()));
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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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// 1. 校验分类是否存在
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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_CATEGORY_NOT_EXISTS);
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}
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// 2. 校验分类下是否有可用的流程定义
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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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// 3. 校验是否有激活状态的流程定义
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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()
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.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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@Override
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public void updateSaleQuotationAuditStatus(Long id, Integer bpmResult) {
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// 1. 校验报价单存在且为审批中状态
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CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
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if (!CrmSaleQuotationStatusEnum.PROCESS.getStatus().equals(saleQuotation.getStatus())) {
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log.error("[updateSaleQuotationAuditStatus] 报价单({}) 不处于审批中", id);
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throw exception(SALE_QUOTATION_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS);
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}
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// 2. 转换审批结果
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Integer auditStatus = convertBpmResultToAuditStatus(bpmResult);
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saleQuotationMapper.updateById(new CrmSaleQuotationDO()
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.setId(id)
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.setStatus(auditStatus));
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}
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/**
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* BPM 审批结果转换
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*/
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private Integer convertBpmResultToAuditStatus(Integer bpmResult) {
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Integer auditStatus = BpmTaskStatusEnum.APPROVE.getStatus().equals(bpmResult)
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? CrmSaleQuotationStatusEnum.APPROVE.getStatus()
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: BpmTaskStatusEnum.REJECT.getStatus().equals(bpmResult)
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? CrmSaleQuotationStatusEnum.REJECT.getStatus()
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: BpmTaskStatusEnum.CANCEL.getStatus().equals(bpmResult)
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? CrmSaleQuotationStatusEnum.CANCEL.getStatus() : null;
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Assert.notNull(auditStatus, "BPM 审批结果({}) 转换失败", bpmResult);
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return auditStatus;
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}
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@Override
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public List<Map<String, Object>> getSaleQuotationApproveProcessDefinitionList() {
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// 1. 校验分类和流程定义是否存在
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validateSaleQuotationApproveCategoryAndProcessDefinition();
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// 2. 获取分类下的流程定义信息
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List<BpmProcessDefinitionInfoDO> definitionInfoList = bpmProcessDefinitionService
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.getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
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// 3. 获取流程定义详情
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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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// 4. 过滤：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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// 5. 返回流程定义列表
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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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@Override
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@Transactional(rollbackFor = Exception.class)
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public Long convertToContract(Long id, Long userId) {
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// 1. 校验报价单存在且已审批通过
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CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
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if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())) {
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throw exception(SALE_QUOTATION_NOT_APPROVE);
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}
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// 校验是否已转合同
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if (saleQuotation.getContractId() != null) {
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throw exception(SALE_QUOTATION_CONTRACT_EXISTS);
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}
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// 2. 获取报价明细
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List<CrmSaleQuotationProductDO> quotationProducts = saleQuotationProductMapper.selectListByQuotationId(id);
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// 3. 构建合同创建 VO
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CrmContractSaveReqVO contractVO = new CrmContractSaveReqVO();
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contractVO.setName(saleQuotation.getName() + "-合同");
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contractVO.setCustomerId(saleQuotation.getCustomerId());
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contractVO.setBusinessId(saleQuotation.getBusinessId());
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contractVO.setOwnerUserId(saleQuotation.getOwnerUserId());
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contractVO.setOrderDate(saleQuotation.getQuotationTime());
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contractVO.setDiscountPercent(saleQuotation.getDiscountPercent());
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contractVO.setRemark("由报价单[" + saleQuotation.getNo() + "]生成");
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// 转换明细项：报价单物料 -> 合同产品
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List<CrmContractSaveReqVO.Product> contractProducts = convertList(quotationProducts, qp -> {
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CrmContractSaveReqVO.Product product = new CrmContractSaveReqVO.Product();
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product.setItemId(qp.getItemId());
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product.setItemPrice(qp.getItemPrice());
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product.setContractPrice(qp.getQuotationPrice());
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product.setCount(qp.getCount().intValue());
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return product;
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});
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contractVO.setProducts(contractProducts);
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// 4. 创建合同
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Long contractId = contractService.createContract(contractVO, userId);
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// 5. 更新报价单关联信息
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CrmContractDO contract = contractService.getContract(contractId);
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saleQuotationMapper.updateById(new CrmSaleQuotationDO()
|
.setId(id)
|
.setContractId(contractId)
|
.setContractNo(contract.getNo())
|
.setStatus(CrmSaleQuotationStatusEnum.CONVERTED.getStatus()));
|
|
return contractId;
|
}
|
|
}
|
