feat(crm): 统一客户团队数据权限并放开开票金额上限

liu

4 天以前 8ad99e5f72085d14fd56e8faa7aa36701823c8b5

 yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java

@@ -5,20 +5,27 @@
import cn.hutool.core.lang.Assert;
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.framework.common.util.object.ObjectUtils;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractImportExcelVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractImportReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractImportRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractTransferReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractConfigDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractProductDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.quotation.CrmSaleQuotationDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.quotation.CrmSaleQuotationProductDO;
import cn.iocoder.yudao.module.crm.dal.mysql.contract.CrmContractMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.contract.CrmContractProductMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.customer.CrmCustomerMapper;
import cn.iocoder.yudao.module.crm.dal.redis.no.CrmNoRedisDAO;
import cn.iocoder.yudao.module.crm.enums.common.CrmAuditStatusEnum;
import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@@ -26,13 +33,15 @@
import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.api.customer.CrmCustomerApi;
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.crm.service.permission.bo.CrmPermissionTransferReqBO;
import cn.iocoder.yudao.module.crm.service.quotation.CrmSaleQuotationService;
import cn.iocoder.yudao.module.crm.service.receivable.CrmReceivableService;
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.enums.task.BpmTaskStatusEnum;
import cn.iocoder.yudao.module.erp.api.sale.ErpSaleOrderApi;
import cn.iocoder.yudao.module.erp.api.sale.dto.ErpSaleOrderCreateReqDTO;
import cn.iocoder.yudao.module.erp.api.sale.dto.ErpSaleOrderRespDTO;
@@ -57,6 +66,7 @@
import java.util.Collection;
import java.util.Collections;
import java.util.HashMap;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Map;
import java.util.Set;
@@ -84,10 +94,17 @@
     */
    private static final String CONTRACT_APPROVE_BIZ_TYPE = "contract_approve";

    /**
     * CRM 合同审批的 BPM 流程定义 Key
     */
    private static final String CONTRACT_APPROVE_PROCESS_KEY = "contract_approve";

    @Resource
    private CrmContractMapper contractMapper;
    @Resource
    private CrmContractProductMapper contractProductMapper;
    @Resource
    private CrmCustomerMapper customerMapper;

    @Resource
    private CrmNoRedisDAO noRedisDAO;
@@ -96,8 +113,6 @@
    private CrmPermissionService crmPermissionService;
    @Resource
    private CrmCustomerService customerService;
    @Resource
    private CrmCustomerApi customerApi;
    @Resource
    private CrmBusinessService businessService;
    @Resource
@@ -111,6 +126,8 @@
    private AdminUserApi adminUserApi;
    @Resource
    private ApprovalConfigApi approvalConfigApi;
    @Resource
    private BpmProcessInstanceApi bpmProcessInstanceApi;
    @Resource
    private ErpSaleOrderApi saleOrderApi;
    @Resource
@@ -150,6 +167,9 @@
        crmPermissionService.createPermission(new CrmPermissionCreateReqBO().setUserId(contract.getOwnerUserId())
                .setBizType(CrmBizTypeEnum.CRM_CONTRACT.getType()).setBizId(contract.getId())
                .setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
        // 3.1 客户负责人自动拥有该合同的读写权限
        crmPermissionService.createPermissionForCustomerOwner(CrmBizTypeEnum.CRM_CONTRACT.getType(),
                contract.getId(), contract.getCustomerId(), contract.getOwnerUserId());

        // 4. 记录操作日志上下文
        LogRecordContext.putVariable("contract", contract);
@@ -166,9 +186,9 @@
        updateReqVO.setOwnerUserId(null); // 不允许更新的字段
        // 1.1 校验存在
        CrmContractDO oldContract = validateContractExists(updateReqVO.getId());
        // 1.2 只有草稿、审批中，可以编辑；
        // 1.2 只有草稿、审核不通过，可以编辑；
        if (!ObjectUtils.equalsAny(oldContract.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus(),
                CrmAuditStatusEnum.PROCESS.getStatus())) {
                CrmAuditStatusEnum.REJECT.getStatus())) {
            throw exception(CONTRACT_UPDATE_FAIL_NOT_DRAFT);
        }
        // 1.3 校验产品项的有效性
@@ -262,7 +282,12 @@
    public void deleteContract(Long id) {
        // 1.1 校验存在
        CrmContractDO contract = validateContractExists(id);
        // 1.2 如果被 CrmReceivableDO 所使用，则不允许删除
        // 1.2 只有草稿、审核不通过，可以删除；
        if (!ObjectUtils.equalsAny(contract.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus(),
                CrmAuditStatusEnum.REJECT.getStatus())) {
            throw exception(CONTRACT_DELETE_FAIL_NOT_EDITABLE);
        }
        // 1.3 如果被 CrmReceivableDO 所使用，则不允许删除
        if (receivableService.getReceivableCountByContractId(contract.getId()) > 0) {
            throw exception(CONTRACT_DELETE_FAIL);
        }
@@ -341,6 +366,7 @@
    @Transactional(rollbackFor = Exception.class)
    @LogRecord(type = CRM_CONTRACT_TYPE, subType = CRM_CONTRACT_SUBMIT_SUB_TYPE, bizNo = "{{#id}}",
            success = CRM_CONTRACT_SUBMIT_SUCCESS)
    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#id", level = CrmPermissionLevelEnum.WRITE)
    public void submitContract(Long id) {
        // 1. 校验存在 + 可提交状态（未提交 / 审核不通过）
        CrmContractDO contract = validateContractExists(id);
@@ -353,9 +379,17 @@
        approvalConfigApi.validateApprovalEnabledAndGetApprovers(CONTRACT_APPROVE_BIZ_TYPE);

        // 3. 状态置为审批中，并清空上一轮审核结果，避免残留「审核不通过」的原因
        contractMapper.submitAndResetAuditInfo(id, CrmAuditStatusEnum.PROCESS.getStatus());
        if (contractMapper.submitAndResetAuditInfo(id, CrmAuditStatusEnum.PROCESS.getStatus()) != 1) {
            throw exception(CONTRACT_SUBMIT_FAIL_NOT_EDITABLE);
        }

        // 4. 记录日志
        // 4. 创建 BPM 流程实例，使审批出现在「协同办公 - 我的流程」
        bpmProcessInstanceApi.createProcessInstance(getLoginUserId(),
                new BpmProcessInstanceCreateReqDTO()
                        .setProcessDefinitionKey(CONTRACT_APPROVE_PROCESS_KEY)
                        .setBusinessKey(String.valueOf(id)));

        // 5. 记录日志
        LogRecordContext.putVariable("contractName", contract.getName());
    }

@@ -381,13 +415,36 @@
            if (StrUtil.isBlank(reviewRemark)) {
                throw exception(CONTRACT_AUDIT_REJECT_REASON_REQUIRED);
            }
            contractMapper.auditContract(id, CrmAuditStatusEnum.REJECT.getStatus(),
                    userId, getUserNickname(userId), reviewRemark);
            if (contractMapper.auditContract(id, CrmAuditStatusEnum.REJECT.getStatus(),
                    userId, getUserNickname(userId), reviewRemark) != 1) {
                throw exception(CONTRACT_AUDIT_FAIL_NOT_PROCESS);
            }
            return;
        }
        // 5. 审核通过：记录审核人与审核意见，状态置为审核通过
        contractMapper.auditContract(id, CrmAuditStatusEnum.APPROVE.getStatus(),
                userId, getUserNickname(userId), reviewRemark);
        if (contractMapper.auditContract(id, CrmAuditStatusEnum.APPROVE.getStatus(),
                userId, getUserNickname(userId), reviewRemark) != 1) {
            throw exception(CONTRACT_AUDIT_FAIL_NOT_PROCESS);
        }
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    public void updateContractAuditStatus(Long id, Integer bpmStatus, String reason) {
        // BPM 审批结果映射为合同审核状态：通过=20 / 不通过=30 / 取消=40
        Integer auditStatus;
        if (BpmTaskStatusEnum.APPROVE.getStatus().equals(bpmStatus)) {
            auditStatus = CrmAuditStatusEnum.APPROVE.getStatus();
        } else if (BpmTaskStatusEnum.REJECT.getStatus().equals(bpmStatus)) {
            auditStatus = CrmAuditStatusEnum.REJECT.getStatus();
        } else if (BpmTaskStatusEnum.CANCEL.getStatus().equals(bpmStatus)) {
            auditStatus = CrmAuditStatusEnum.CANCEL.getStatus();
        } else {
            return;
        }
        if (contractMapper.updateAuditStatusByBpm(id, auditStatus, reason) != 1) {
            log.warn("[updateContractAuditStatus] 合同({}) 不处于审批中状态，忽略 BPM 结果({})", id, bpmStatus);
        }
    }

    // ======================= 查询相关 =======================
@@ -424,10 +481,10 @@
                return PageResult.empty();
            }
        }
        // 2. 获取用户有权限的客户 ID 列表
        List<Long> permittedCustomerIds = customerApi.getPermittedCustomerIds();
        // 3. 查询分页
        return contractMapper.selectPage(pageReqVO, userId, config, permittedCustomerIds);
        // 2. 查询分页
        // 合同可见性完全由 appendPermissionCondition 控制（合同团队 ∪ 客户团队），
        // 不再额外按「有权限的客户」过滤，否则不在客户团队、但属于合同负责人/合同团队的用户会被错误过滤掉
        return contractMapper.selectPage(pageReqVO, userId, config);
    }

    @Override
@@ -488,7 +545,8 @@
    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CONTRACT, bizId = "#id", level = CrmPermissionLevelEnum.WRITE)
    public Long generateSaleOrder(Long id, Long userId) {
        // 1. 校验合同存在且已审批通过
        CrmContractDO contract = validateContractExists(id);
        CrmContractDO contract = contractMapper.selectByIdForUpdate(id);
        if (contract == null) throw exception(CONTRACT_NOT_EXISTS);
        if (!CrmAuditStatusEnum.APPROVE.getStatus().equals(contract.getAuditStatus())) {
            throw exception(CONTRACT_GENERATE_ORDER_FAIL_NOT_APPROVE);
        }
@@ -522,6 +580,10 @@
                    item.setProductId(cp.getItemId());
                    item.setProductPrice(cp.getContractPrice());
                    item.setCount(cp.getCount());
                    // 合同产品默认需要生产：订单审批通过后才能自动创建 MPS，
                    // 否则「合同 → 订单 → 生产」链路在合同来源的订单上会断掉。
                    // 若个别产品为外购/转售，可在销售订单明细中把「需要生产」改为否。
                    item.setNeedProduction(1);
                    return item;
                })
                .toList();
@@ -561,4 +623,146 @@
        }
    }

    @Override
    public CrmContractImportRespVO importContractList(List<CrmContractImportExcelVO> rows, CrmContractImportReqVO req) {
        if (CollUtil.isEmpty(rows)) throw exception(CONTRACT_IMPORT_LIST_IS_EMPTY);
        Long ownerId = req.getOwnerUserId() != null ? req.getOwnerUserId() : getLoginUserId();
        adminUserApi.validateUser(ownerId);
        CrmContractImportRespVO result = CrmContractImportRespVO.builder()
                .createContractNames(new ArrayList<>()).updateContractNames(new ArrayList<>())
                .failureContractNames(new LinkedHashMap<>()).build();
        Map<String, List<CrmContractImportExcelVO>> groups = new LinkedHashMap<>();
        int rowNo = 0;
        for (CrmContractImportExcelVO row : rows) {
            rowNo++;
            if (row == null) continue;
            if (StrUtil.isBlank(row.getName()) && StrUtil.isBlank(row.getCustomerName()) && StrUtil.isBlank(row.getProductCode())) continue;
            if (StrUtil.isBlank(row.getName()) || StrUtil.isBlank(row.getCustomerName())) {
                throw exception(CONTRACT_IMPORT_INVALID, "第" + rowNo + "行合同名称和客户名称不能为空");
            }
            String key = row.getCustomerName().trim() + " / " + row.getName().trim();
            groups.computeIfAbsent(key, ignored -> new ArrayList<>()).add(row);
        }
        if (groups.isEmpty() && result.getFailureContractNames().isEmpty()) throw exception(CONTRACT_IMPORT_LIST_IS_EMPTY);
        groups.forEach((key, group) -> {
            try {
                boolean created = getSelf().importContractGroup(group, ownerId, Boolean.TRUE.equals(req.getUpdateSupport()));
                (created ? result.getCreateContractNames() : result.getUpdateContractNames()).add(key);
            } catch (ServiceException ex) {
                result.getFailureContractNames().put(key, ex.getMessage());
            }
        });
        return result;
    }

    /** 一张合同及全部明细在同一事务中保存。 */
    @Transactional(rollbackFor = Exception.class)
    public boolean importContractGroup(List<CrmContractImportExcelVO> rows, Long ownerId, boolean updateSupport) {
        CrmContractImportExcelVO first = rows.get(0);
        CrmCustomerDO customer = customerMapper.selectByCustomerName(first.getCustomerName().trim());
        if (customer == null) throw exception(CONTRACT_IMPORT_CUSTOMER_NOT_EXISTS, first.getCustomerName());
        CrmContractDO existing = contractMapper.selectByNameAndCustomerId(first.getName().trim(), customer.getId());
        if (existing != null && !updateSupport) throw exception(CONTRACT_NAME_EXISTS, first.getName());
        if (existing != null && !ObjectUtils.equalsAny(existing.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus(), CrmAuditStatusEnum.REJECT.getStatus())) {
            throw exception(CONTRACT_UPDATE_FAIL_NOT_DRAFT);
        }
        if (first.getDiscountPercent() != null && (first.getDiscountPercent().signum() < 0 || first.getDiscountPercent().compareTo(new BigDecimal("100")) > 0)) {
            throw exception(CONTRACT_IMPORT_INVALID, "折扣必须在 0 到 100 之间");
        }
        if (first.getStartTime() != null && first.getEndTime() != null && first.getEndTime().isBefore(first.getStartTime())) {
            throw exception(CONTRACT_IMPORT_INVALID, "结束时间不能早于开始时间");
        }
        List<CrmContractSaveReqVO.Product> products = new ArrayList<>();
        for (CrmContractImportExcelVO row : rows) {
            if (row.getOrderDate() != null && !row.getOrderDate().equals(first.getOrderDate())
                    || row.getDiscountPercent() != null && (first.getDiscountPercent() == null || row.getDiscountPercent().compareTo(first.getDiscountPercent()) != 0)) {
                throw exception(CONTRACT_IMPORT_INVALID, "同一合同的下单日期和折扣必须一致");
            }
            if (row.getStartTime() != null && !row.getStartTime().equals(first.getStartTime())
                    || row.getEndTime() != null && !row.getEndTime().equals(first.getEndTime())
                    || row.getTotalPrice() != null && (first.getTotalPrice() == null || row.getTotalPrice().compareTo(first.getTotalPrice()) != 0)
                    || row.getDepositPrice() != null && (first.getDepositPrice() == null || row.getDepositPrice().compareTo(first.getDepositPrice()) != 0)
                    || StrUtil.isNotBlank(row.getContractType()) && !StrUtil.equals(row.getContractType(), first.getContractType())
                    || StrUtil.isNotBlank(row.getVoltageLevel()) && !StrUtil.equals(row.getVoltageLevel(), first.getVoltageLevel())
                    || StrUtil.isNotBlank(row.getElectricityType()) && !StrUtil.equals(row.getElectricityType(), first.getElectricityType())
                    || row.getContractCapacity() != null && (first.getContractCapacity() == null || row.getContractCapacity().compareTo(first.getContractCapacity()) != 0)
                    || StrUtil.isNotBlank(row.getTariffMode()) && !StrUtil.equals(row.getTariffMode(), first.getTariffMode())
                    || StrUtil.isNotBlank(row.getMeterMode()) && !StrUtil.equals(row.getMeterMode(), first.getMeterMode())
                    || row.getPayCycle() != null && !row.getPayCycle().equals(first.getPayCycle())
                    || StrUtil.isNotBlank(row.getRemark()) && !StrUtil.equals(row.getRemark(), first.getRemark())) {
                throw exception(CONTRACT_IMPORT_INVALID, "同一合同的主表信息必须一致");
            }
            boolean hasDetail = StrUtil.isNotBlank(row.getProductCode()) || row.getProductPrice() != null || row.getProductCount() != null;
            if (!hasDetail) continue;
            if (StrUtil.isBlank(row.getProductCode()) || row.getProductPrice() == null || row.getProductPrice().signum() < 0 || row.getProductCount() == null || row.getProductCount() <= 0) {
                throw exception(CONTRACT_IMPORT_INVALID, "物料编码、非负合同单价和大于零的整数数量必须同时填写");
            }
            MdmItemRespDTO item = mdmItemApi.getItemByCode(row.getProductCode().trim()).getCheckedData();
            if (item == null) throw exception(CONTRACT_IMPORT_INVALID, "物料不存在：" + row.getProductCode());
            CrmContractSaveReqVO.Product product = new CrmContractSaveReqVO.Product();
            product.setItemId(item.getId());
            product.setItemPrice(item.getSalesPrice());
            product.setContractPrice(row.getProductPrice());
            product.setCount(row.getProductCount());
            products.add(product);
        }
        if (!products.isEmpty() && products.size() != rows.size()) throw exception(CONTRACT_IMPORT_INVALID, "同一合同的每一行都必须填写产品明细");
        CrmContractDO contract = BeanUtils.toBean(first, CrmContractDO.class).setCustomerId(customer.getId());
        contract.setName(first.getName().trim());
        if (existing == null) {
            String no = noRedisDAO.generate(CrmNoRedisDAO.CONTRACT_NO_PREFIX);
            if (contractMapper.selectByNo(no) != null) throw exception(CONTRACT_NO_EXISTS);
            contract.setNo(no).setOwnerUserId(ownerId).setAuditStatus(CrmAuditStatusEnum.DRAFT.getStatus());
            if (contract.getOrderDate() == null) contract.setOrderDate(LocalDateTime.now());
            if (contract.getDiscountPercent() == null) contract.setDiscountPercent(BigDecimal.ZERO);
            if (!products.isEmpty() || contract.getTotalPrice() == null) calculateTotalPrice(contract, validateContractProducts(products));
            contractMapper.insert(contract);
            crmPermissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_CONTRACT.getType()).setBizId(contract.getId()).setUserId(ownerId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
            // 客户负责人自动拥有该合同的读写权限
            crmPermissionService.createPermissionForCustomerOwner(CrmBizTypeEnum.CRM_CONTRACT.getType(),
                    contract.getId(), customer.getId(), ownerId);
        } else {
            contract.setId(existing.getId());
            List<CrmContractProductDO> amountDetails = products.isEmpty()
                    ? contractProductMapper.selectListByContractId(existing.getId()) : validateContractProducts(products);
            if (CollUtil.isNotEmpty(amountDetails)) {
                if (contract.getDiscountPercent() == null) contract.setDiscountPercent(
                        existing.getDiscountPercent() == null ? BigDecimal.ZERO : existing.getDiscountPercent());
                calculateTotalPrice(contract, amountDetails);
            }
            contractMapper.updateById(contract);
        }
        if (!products.isEmpty()) {
            List<CrmContractProductDO> details = validateContractProducts(products);
            if (existing != null) contractProductMapper.delete(CrmContractProductDO::getContractId, existing.getId());
            details.forEach(detail -> detail.setContractId(contract.getId()));
            contractProductMapper.insertBatch(details);
        }
        getSelf().importContractLog(contract, existing != null);
        return existing == null;
    }


    /**
     * 记录导入合同时的操作日志
     *
     * @param contract 合同信息
     * @param isUpdate 是否更新；true - 更新，false - 新增
     */
    @LogRecord(type = CRM_CONTRACT_TYPE, subType = CRM_CONTRACT_IMPORT_SUB_TYPE, bizNo = "{{#contract.id}}",
            success = CRM_CONTRACT_IMPORT_SUCCESS)
    public void importContractLog(CrmContractDO contract, boolean isUpdate) {
        LogRecordContext.putVariable("contract", contract);
        LogRecordContext.putVariable("isUpdate", isUpdate);
    }

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

}