feat(crm): 统一客户团队数据权限并放开开票金额上限

liu

7 天以前 8ad99e5f72085d14fd56e8faa7aa36701823c8b5

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

@@ -3,9 +3,15 @@
import cn.hutool.core.collection.CollUtil;
import cn.hutool.core.collection.ListUtil;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.core.util.StrUtil;
import cn.hutool.extra.spring.SpringUtil;
import cn.iocoder.yudao.framework.common.exception.ServiceException;
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.crm.controller.admin.business.vo.business.CrmBusinessImportExcelVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessImportReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessImportRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessTransferReqVO;
@@ -17,8 +23,10 @@
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessStatusDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.mysql.business.CrmBusinessMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.business.CrmBusinessProductMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
@@ -43,14 +51,17 @@

import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.Collection;
import java.util.Collections;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Map;
import java.util.Set;

import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;

@@ -67,6 +78,8 @@
    private CrmBusinessMapper businessMapper;
    @Resource
    private CrmBusinessProductMapper businessProductMapper;
    @Resource
    private CrmCustomerMapper customerMapper;

    @Resource
    private CrmBusinessStatusService businessStatusService;
@@ -113,6 +126,9 @@
        permissionService.createPermission(new CrmPermissionCreateReqBO().setUserId(business.getOwnerUserId())
                .setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType()).setBizId(business.getId())
                .setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
        // 3.1 客户负责人自动拥有该商机的读写权限
        permissionService.createPermissionForCustomerOwner(CrmBizTypeEnum.CRM_BUSINESS.getType(),
                business.getId(), business.getCustomerId(), business.getOwnerUserId());

        // 4. 在联系人的详情页，如果直接【新建商机】，则需要关联下
        if (createReqVO.getContactId() != null) {
@@ -257,6 +273,9 @@
                if (product.getItemUnitId() == null) {
                    product.setItemUnitId(old.getItemUnitId());
                }
            } else {
                // 新产品：清除前端生成的临时 ID，让数据库 AUTO_INCREMENT 接管
                product.setId(null);
            }
            // 优先使用前端传入的 totalPrice，否则通过 businessPrice * count 计算
            if (o.getTotalPrice() != null) {
@@ -462,4 +481,99 @@
        return businessMapper.selectPage(pageVO);
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    public CrmBusinessImportRespVO importBusinessList(List<CrmBusinessImportExcelVO> importBusinesses,
                                                      CrmBusinessImportReqVO importReqVO) {
        // 1. 校验非空
        importBusinesses = filterList(importBusinesses, item -> StrUtil.isNotBlank(item.getName()));
        if (CollUtil.isEmpty(importBusinesses)) {
            throw exception(BUSINESS_IMPORT_LIST_IS_EMPTY);
        }
        // 2. 校验负责人（为空则默认当前操作人）
        Long ownerUserId = importReqVO.getOwnerUserId() != null ? importReqVO.getOwnerUserId() : getLoginUserId();
        adminUserApi.validateUser(ownerUserId);
        // 3. 默认商机状态组 + 状态
        Long defaultStatusTypeId = businessStatusService.getBusinessStatusTypeList().get(0).getId();
        Long defaultStatusId = businessStatusService.getBusinessStatusListByTypeId(defaultStatusTypeId).get(0).getId();

        // 4. 逐条处理
        CrmBusinessImportRespVO respVO = CrmBusinessImportRespVO.builder()
                .createBusinessNames(new ArrayList<>())
                .updateBusinessNames(new ArrayList<>())
                .failureBusinessNames(new LinkedHashMap<>())
                .build();
        importBusinesses.forEach(importBusiness -> {
            try {
                // 4.1 解析客户
                CrmCustomerDO customer = customerMapper.selectByCustomerName(importBusiness.getCustomerName());
                if (customer == null) {
                    throw exception(BUSINESS_IMPORT_CUSTOMER_NOT_EXISTS, importBusiness.getCustomerName());
                }
                // 4.2 判断是否存在
                CrmBusinessDO existBusiness = businessMapper.selectByNameAndCustomerId(
                        importBusiness.getName(), customer.getId());
                if (existBusiness == null) {
                    // 4.2.1 新增
                    CrmBusinessDO business = BeanUtils.toBean(importBusiness, CrmBusinessDO.class)
                            .setCustomerId(customer.getId()).setOwnerUserId(ownerUserId)
                            .setStatusTypeId(defaultStatusTypeId).setStatusId(defaultStatusId);
                    if (business.getDiscountPercent() == null) {
                        business.setDiscountPercent(BigDecimal.ZERO);
                    }
                    calculateTotalPrice(business, Collections.emptyList());
                    businessMapper.insert(business);
                    // 创建数据权限
                    permissionService.createPermission(new CrmPermissionCreateReqBO()
                            .setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType()).setBizId(business.getId())
                            .setUserId(ownerUserId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
                    // 客户负责人自动拥有该商机的读写权限
                    permissionService.createPermissionForCustomerOwner(CrmBizTypeEnum.CRM_BUSINESS.getType(),
                            business.getId(), customer.getId(), ownerUserId);
                    respVO.getCreateBusinessNames().add(importBusiness.getName());
                    // 记录操作日志
                    getSelf().importBusinessLog(business, false);
                    return;
                }
                // 4.2.2 已存在，判断是否允许更新
                if (!importReqVO.getUpdateSupport()) {
                    respVO.getFailureBusinessNames().put(importBusiness.getName(),
                            StrUtil.format(BUSINESS_NAME_EXISTS.getMsg(), importBusiness.getName()));
                    return;
                }
                CrmBusinessDO updateBusiness = BeanUtils.toBean(importBusiness, CrmBusinessDO.class)
                        .setId(existBusiness.getId()).setCustomerId(customer.getId());
                businessMapper.updateById(updateBusiness);
                respVO.getUpdateBusinessNames().add(importBusiness.getName());
                // 记录操作日志
                getSelf().importBusinessLog(updateBusiness, true);
            } catch (ServiceException ex) {
                respVO.getFailureBusinessNames().put(importBusiness.getName(), ex.getMessage());
            }
        });
        return respVO;
    }

    /**
     * 记录导入商机时的操作日志
     *
     * @param business 商机信息
     * @param isUpdate 是否更新；true - 更新，false - 新增
     */
    @LogRecord(type = CRM_BUSINESS_TYPE, subType = CRM_BUSINESS_IMPORT_SUB_TYPE, bizNo = "{{#business.id}}",
            success = CRM_BUSINESS_IMPORT_SUCCESS)
    public void importBusinessLog(CrmBusinessDO business, boolean isUpdate) {
        LogRecordContext.putVariable("business", business);
        LogRecordContext.putVariable("isUpdate", isUpdate);
    }

    /**
     * 获得自身的代理对象，解决 AOP 生效问题
     *
     * @return 自己
     */
    private CrmBusinessServiceImpl getSelf() {
        return SpringUtil.getBean(getClass());
    }

}