1.销售模块修改 2.CRM模块修改

云

2026-07-03 3179fbb9c77eeb5260593e9df20046285dc56fe6

 yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/quotation/CrmSaleQuotationServiceImpl.java

@@ -1,16 +1,9 @@
package cn.iocoder.yudao.module.crm.service.quotation;

import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.lang.Assert;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.number.MoneyUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.module.bpm.api.task.BpmProcessInstanceApi;
import cn.iocoder.yudao.module.bpm.api.task.dto.BpmProcessInstanceCreateReqDTO;
import cn.iocoder.yudao.module.bpm.dal.dataobject.definition.BpmProcessDefinitionInfoDO;
import cn.iocoder.yudao.module.bpm.enums.task.BpmTaskStatusEnum;
import cn.iocoder.yudao.module.bpm.service.definition.BpmCategoryService;
import cn.iocoder.yudao.module.bpm.service.definition.BpmProcessDefinitionService;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationSaveReqVO;
@@ -20,17 +13,19 @@
import cn.iocoder.yudao.module.crm.dal.mysql.quotation.CrmSaleQuotationMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.quotation.CrmSaleQuotationProductMapper;
import cn.iocoder.yudao.module.crm.dal.redis.no.CrmNoRedisDAO;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.enums.quotation.CrmSaleQuotationStatusEnum;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
import cn.iocoder.yudao.module.mdm.api.item.MdmItemApi;
import cn.iocoder.yudao.module.mdm.api.item.dto.MdmItemRespDTO;
import jakarta.annotation.Resource;
import lombok.extern.slf4j.Slf4j;
import org.flowable.engine.repository.ProcessDefinition;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
@@ -51,11 +46,6 @@
@Validated
@Slf4j
public class CrmSaleQuotationServiceImpl implements CrmSaleQuotationService {

    /**
     * 销售报价 BPM 分类编码
     */
    private static final String SALE_QUOTATION_APPROVE_CATEGORY_CODE = "sale_quotation_approve";

    @Resource
    private CrmSaleQuotationMapper saleQuotationMapper;
@@ -78,13 +68,6 @@
    private CrmPermissionService permissionService;
    @Resource
    private CrmContractService contractService;

    @Resource
    private BpmCategoryService bpmCategoryService;
    @Resource
    private BpmProcessDefinitionService bpmProcessDefinitionService;
    @Resource
    private BpmProcessInstanceApi bpmProcessInstanceApi;

    @Override
    @Transactional(rollbackFor = Exception.class)
@@ -109,7 +92,11 @@
        quotationProducts.forEach(p -> p.setQuotationId(saleQuotation.getId()));
        saleQuotationProductMapper.insertBatch(quotationProducts);
        // 2.3 创建数据权限
        permissionService.createPermission(saleQuotation.getId(), userId);
        permissionService.createPermission(new CrmPermissionCreateReqBO()
                .setUserId(userId)
                .setBizType(CrmBizTypeEnum.CRM_SALE_QUOTATION.getType())
                .setBizId(saleQuotation.getId())
                .setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
        return saleQuotation.getId();
    }

@@ -156,7 +143,7 @@
            // 2.2 删除报价明细
            saleQuotationProductMapper.deleteByQuotationId(saleQuotation.getId());
            // 2.3 删除数据权限
            permissionService.deletePermission(saleQuotation.getId());
            permissionService.deletePermission(CrmBizTypeEnum.CRM_SALE_QUOTATION.getType(), saleQuotation.getId());
        });
    }

@@ -170,7 +157,7 @@

    private List<CrmSaleQuotationProductDO> validateQuotationItems(List<CrmSaleQuotationSaveReqVO.Item> list) {
        // 1. 校验物料存在且启用
        List<Long> itemIds = convertSet(list, CrmSaleQuotationSaveReqVO.Item::getItemId);
        Set<Long> itemIds = convertSet(list, CrmSaleQuotationSaveReqVO.Item::getItemId);
        Map<Long, MdmItemRespDTO> itemMap = mdmItemApi.getItemMap(itemIds);
        // 2. 转换为 CrmSaleQuotationProductDO 列表
        return convertList(list, o -> BeanUtils.toBean(o, CrmSaleQuotationProductDO.class, item -> {
@@ -179,7 +166,8 @@
                throw exception(SALE_QUOTATION_ITEM_NOT_EXISTS);
            }
            item.setItemUnitId(mdmItem.getUnitMeasureId());
            item.setItemPrice(mdmItem.getSalesPrice());
            // 物料原价，如果 MDM 中没有则默认为 0
            item.setItemPrice(mdmItem.getSalesPrice() != null ? mdmItem.getSalesPrice() : BigDecimal.ZERO);
            if (item.getQuotationPrice() != null && item.getCount() != null) {
                item.setTotalPrice(MoneyUtils.priceMultiply(item.getQuotationPrice(), item.getCount()));
                if (item.getTaxPercent() != null) {
@@ -223,12 +211,13 @@

    private void calculateTotalPrice(CrmSaleQuotationDO saleQuotation, List<CrmSaleQuotationProductDO> items) {
        saleQuotation.setTotalProductPrice(getSumValue(items, CrmSaleQuotationProductDO::getTotalPrice, BigDecimal::add, BigDecimal.ZERO));
        saleQuotation.setTotalTaxPrice(getSumValue(items, CrmSaleQuotationProductDO::getTaxPrice, 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(saleQuotation.getTotalTaxPrice());
        BigDecimal basePrice = saleQuotation.getTotalProductPrice().add(totalTaxPrice);
        saleQuotation.setDiscountPrice(MoneyUtils.priceMultiplyPercent(basePrice, saleQuotation.getDiscountPercent()));
        saleQuotation.setTotalPrice(basePrice.subtract(saleQuotation.getDiscountPrice()));
    }
@@ -268,138 +257,11 @@

    @Override
    @Transactional(rollbackFor = Exception.class)
    public void submitSaleQuotation(Long id, String processDefinitionKey, Long userId) {
    public Long convertToContract(Long id, Long userId) {
        // 1. 校验报价单存在且为草稿状态
        CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
        if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) {
            throw exception(SALE_QUOTATION_SUBMIT_FAIL_NOT_DRAFT);
        }

        // 2. 校验分类和流程定义是否存在
        validateSaleQuotationApproveCategoryAndProcessDefinition();

        // 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
        ProcessDefinition processDefinition = bpmProcessDefinitionService.getActiveProcessDefinition(processDefinitionKey);
        if (processDefinition == null) {
            throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
        }

        // 4. 创建流程实例
        String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId,
                new BpmProcessInstanceCreateReqDTO()
                        .setProcessDefinitionKey(processDefinitionKey)
                        .setBusinessKey(String.valueOf(id)));

        // 5. 更新报价单状态
        saleQuotationMapper.updateById(new CrmSaleQuotationDO()
                .setId(id)
                .setProcessInstanceId(processInstanceId)
                .setStatus(CrmSaleQuotationStatusEnum.PROCESS.getStatus()));
    }

    /**
     * 校验 BPM 销售报价审批分类和流程定义是否存在
     */
    private void validateSaleQuotationApproveCategoryAndProcessDefinition() {
        // 1. 校验分类是否存在
        List<String> codes = Collections.singletonList(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
        Map<String, ?> categoryMap = bpmCategoryService.getCategoryMap(codes);
        if (!categoryMap.containsKey(SALE_QUOTATION_APPROVE_CATEGORY_CODE)) {
            throw exception(SALE_QUOTATION_BPM_CATEGORY_NOT_EXISTS);
        }

        // 2. 校验分类下是否有可用的流程定义
        List<BpmProcessDefinitionInfoDO> definitionInfoList = bpmProcessDefinitionService
                .getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
        if (CollUtil.isEmpty(definitionInfoList)) {
            throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
        }

        // 3. 校验是否有激活状态的流程定义
        Set<String> processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId);
        List<ProcessDefinition> processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds);
        boolean hasActiveDefinition = processDefinitions.stream()
                .anyMatch(pd -> !pd.isSuspended());
        if (!hasActiveDefinition) {
            throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
        }
    }

    @Override
    public void updateSaleQuotationAuditStatus(Long id, Integer bpmResult) {
        // 1. 校验报价单存在且为审批中状态
        CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
        if (!CrmSaleQuotationStatusEnum.PROCESS.getStatus().equals(saleQuotation.getStatus())) {
            log.error("[updateSaleQuotationAuditStatus] 报价单({}) 不处于审批中", id);
            throw exception(SALE_QUOTATION_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS);
        }

        // 2. 转换审批结果
        Integer auditStatus = convertBpmResultToAuditStatus(bpmResult);
        saleQuotationMapper.updateById(new CrmSaleQuotationDO()
                .setId(id)
                .setStatus(auditStatus));
    }

    /**
     * BPM 审批结果转换
     */
    private Integer convertBpmResultToAuditStatus(Integer bpmResult) {
        Integer auditStatus = BpmTaskStatusEnum.APPROVE.getStatus().equals(bpmResult)
                ? CrmSaleQuotationStatusEnum.APPROVE.getStatus()
                : BpmTaskStatusEnum.REJECT.getStatus().equals(bpmResult)
                ? CrmSaleQuotationStatusEnum.REJECT.getStatus()
                : BpmTaskStatusEnum.CANCEL.getStatus().equals(bpmResult)
                ? CrmSaleQuotationStatusEnum.CANCEL.getStatus() : null;
        Assert.notNull(auditStatus, "BPM 审批结果({}) 转换失败", bpmResult);
        return auditStatus;
    }

    @Override
    public List<Map<String, Object>> getSaleQuotationApproveProcessDefinitionList() {
        // 1. 校验分类和流程定义是否存在
        validateSaleQuotationApproveCategoryAndProcessDefinition();

        // 2. 获取分类下的流程定义信息
        List<BpmProcessDefinitionInfoDO> definitionInfoList = bpmProcessDefinitionService
                .getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE);

        // 3. 获取流程定义详情
        Set<String> processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId);
        List<ProcessDefinition> processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds);

        // 4. 过滤：只保留激活状态，且相同 key 只保留最新版本
        Map<String, ProcessDefinition> latestVersionMap = new HashMap<>();
        for (ProcessDefinition pd : processDefinitions) {
            if (pd.isSuspended()) {
                continue;
            }
            ProcessDefinition existing = latestVersionMap.get(pd.getKey());
            if (existing == null || pd.getVersion() > existing.getVersion()) {
                latestVersionMap.put(pd.getKey(), pd);
            }
        }

        // 5. 返回流程定义列表
        List<Map<String, Object>> result = new ArrayList<>();
        for (ProcessDefinition pd : latestVersionMap.values()) {
            Map<String, Object> item = new HashMap<>();
            item.put("id", pd.getId());
            item.put("key", pd.getKey());
            item.put("name", pd.getName());
            item.put("version", pd.getVersion());
            result.add(item);
        }
        return result;
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    public Long convertToContract(Long id, Long userId) {
        // 1. 校验报价单存在且已审批通过
        CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
        if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())) {
            throw exception(SALE_QUOTATION_NOT_APPROVE);
            throw exception(SALE_QUOTATION_CONVERT_FAIL_NOT_DRAFT, saleQuotation.getNo());
        }
        // 校验是否已转合同
        if (saleQuotation.getContractId() != null) {
@@ -429,7 +291,7 @@
        });
        contractVO.setProducts(contractProducts);

        // 4. 创建合同
        // 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