feat(crm): 统一客户团队数据权限并放开开票金额上限

liu

6 天以前 8ad99e5f72085d14fd56e8faa7aa36701823c8b5

 yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/invoice/CrmInvoiceServiceImpl.java

@@ -5,12 +5,11 @@
import cn.hutool.core.lang.Assert;
import cn.hutool.core.util.ObjUtil;
import cn.hutool.core.util.ObjectUtil;
import cn.hutool.core.util.StrUtil;
import cn.iocoder.yudao.framework.common.pojo.PageResult;
import cn.iocoder.yudao.framework.common.util.collection.CollectionUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.framework.common.util.object.ObjectUtils;
import cn.iocoder.yudao.module.bpm.api.task.BpmProcessInstanceApi;
import cn.iocoder.yudao.module.bpm.api.task.dto.BpmProcessInstanceCreateReqDTO;
import cn.iocoder.yudao.module.crm.controller.admin.invoice.vo.invoice.CrmInvoicePageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.invoice.vo.invoice.CrmInvoiceSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
@@ -24,8 +23,13 @@
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
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.system.api.approval.ApprovalConfigApi;
import cn.iocoder.yudao.module.system.api.storage.StorageAttachmentApi;
import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
import com.mzt.logapi.context.LogRecordContext;
import com.mzt.logapi.service.impl.DiffParseFunction;
import com.mzt.logapi.starter.annotation.LogRecord;
@@ -39,11 +43,12 @@
import java.util.Collection;
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.security.core.util.SecurityFrameworkUtils.getLoginUserId;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.*;
import static cn.iocoder.yudao.module.crm.util.CrmAuditStatusUtils.convertBpmResultToAuditStatus;

/**
 * CRM 开票 Service 实现类
@@ -56,9 +61,16 @@
public class CrmInvoiceServiceImpl implements CrmInvoiceService {

    /**
     * BPM 开票审批流程标识
     * CRM 开票审批的业务类型编码
     *
     * 与 system_approval_config.biz_type 对应，审批人在「系统管理 - 审批配置」中维护。
     */
    public static final String BPM_PROCESS_DEFINITION_KEY = "crm-invoice-audit";
    private static final String INVOICE_APPROVE_BIZ_TYPE = "crm_invoice_approve";

    /**
     * CRM 开票审批的 BPM 流程定义 Key
     */
    private static final String INVOICE_APPROVE_PROCESS_KEY = "crm-invoice-audit";

    /**
     * 发票附件的业务记录类型，对应 {@link cn.iocoder.yudao.module.system.enums.storage.StorageRecordTypeEnum#CRM_INVOICE}
@@ -79,18 +91,18 @@
    @Resource
    private AdminUserApi adminUserApi;
    @Resource
    private BpmProcessInstanceApi bpmProcessInstanceApi;
    private ApprovalConfigApi approvalConfigApi;
    @Resource
    private StorageAttachmentApi storageAttachmentApi;
    @Resource
    private BpmProcessInstanceApi bpmProcessInstanceApi;

    @Override
    @Transactional(rollbackFor = Exception.class)
    @LogRecord(type = CRM_INVOICE_TYPE, subType = CRM_INVOICE_CREATE_SUB_TYPE, bizNo = "{{#invoice.id}}",
            success = CRM_INVOICE_CREATE_SUCCESS)
    public Long createInvoice(CrmInvoiceSaveReqVO createReqVO) {
        // 1.1 校验可开票金额超过上限
        validateInvoicePriceExceedsLimit(createReqVO);
        // 1.2 校验关联数据存在
        // 1.1 校验关联数据存在（开票金额不再受合同金额限制，仅前端提示可开票金额）
        validateRelationDataExists(createReqVO);
        // 1.3 生成开票编号
        String no = noRedisDAO.generate(CrmNoRedisDAO.INVOICE_PREFIX);
@@ -118,22 +130,6 @@
        return invoice.getId();
    }

    private void validateInvoicePriceExceedsLimit(CrmInvoiceSaveReqVO reqVO) {
        // 1. 计算剩余可开票金额，不包括 reqVO 自身
        CrmContractDO contract = contractService.validateContract(reqVO.getContractId());
        List<CrmInvoiceDO> invoices = invoiceMapper.selectListByContractIdAndStatus(reqVO.getContractId(),
                List.of(CrmAuditStatusEnum.APPROVE.getStatus()));
        if (reqVO.getId() != null) {
            invoices.removeIf(invoice -> ObjectUtil.equal(invoice.getId(), reqVO.getId()));
        }
        BigDecimal notInvoicePrice = contract.getTotalPrice().subtract(
                CollectionUtils.getSumValue(invoices, CrmInvoiceDO::getPrice, BigDecimal::add, BigDecimal.ZERO));
        // 2. 校验金额是否超过
        if (reqVO.getPrice().compareTo(notInvoicePrice) > 0) {
            throw exception(INVOICE_CREATE_FAIL_PRICE_EXCEEDS_LIMIT, notInvoicePrice);
        }
    }

    private void validateRelationDataExists(CrmInvoiceSaveReqVO reqVO) {
        if (reqVO.getOwnerUserId() != null) {
            adminUserApi.validateUser(reqVO.getOwnerUserId()); // 校验负责人存在
@@ -159,12 +155,9 @@
        CrmInvoiceDO oldInvoice = validateInvoiceExists(updateReqVO.getId());
        updateReqVO.setOwnerUserId(oldInvoice.getOwnerUserId()).setCustomerId(oldInvoice.getCustomerId())
                .setContractId(oldInvoice.getContractId()); // 设置已存在的值
        // 1.2 校验可开票金额超过上限
        validateInvoicePriceExceedsLimit(updateReqVO);

        // 1.3 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(oldInvoice.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus(),
                CrmAuditStatusEnum.PROCESS.getStatus())) {
                CrmAuditStatusEnum.REJECT.getStatus())) {
            throw exception(INVOICE_UPDATE_FAIL_EDITING_PROHIBITED);
        }

@@ -179,22 +172,6 @@
        updateReqVO.setOwnerUserId(oldInvoice.getOwnerUserId()); // 避免操作日志出现“删除负责人”的情况
        LogRecordContext.putVariable("invoice", oldInvoice);
        LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldInvoice, CrmInvoiceSaveReqVO.class));
    }

    @Override
    public void updateInvoiceAuditStatus(Long id, Integer bpmResult) {
        // 1.1 校验存在
        CrmInvoiceDO invoice = validateInvoiceExists(id);
        // 1.2 只有审批中，可以更新审批结果
        if (ObjUtil.notEqual(invoice.getAuditStatus(), CrmAuditStatusEnum.PROCESS.getStatus())) {
            log.error("[updateInvoiceAuditStatus][invoice({}) 不处于审批中，无法更新审批结果({})]",
                    invoice.getId(), bpmResult);
            throw exception(INVOICE_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS);
        }

        // 2. 更新开票审批状态
        Integer auditStatus = convertBpmResultToAuditStatus(bpmResult);
        invoiceMapper.updateById(new CrmInvoiceDO().setId(id).setAuditStatus(auditStatus));
    }

    @Override
@@ -225,25 +202,101 @@
    @Transactional(rollbackFor = Exception.class)
    @LogRecord(type = CRM_INVOICE_TYPE, subType = CRM_INVOICE_SUBMIT_SUB_TYPE, bizNo = "{{#id}}",
            success = CRM_INVOICE_SUBMIT_SUCCESS)
    public void submitInvoice(Long id, Long userId) {
        // 1. 校验开票是否在审批
    @CrmPermission(bizType = CrmBizTypeEnum.CRM_INVOICE, bizId = "#id", level = CrmPermissionLevelEnum.WRITE)
    public void submitInvoice(Long id) {
        // 1. 校验存在 + 可提交状态（未提交 / 审核不通过）
        CrmInvoiceDO invoice = validateInvoiceExists(id);
        if (ObjUtil.notEqual(invoice.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus())) {
            throw exception(INVOICE_SUBMIT_FAIL_NOT_DRAFT);
        if (ObjUtil.notEqual(invoice.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus())
                && ObjUtil.notEqual(invoice.getAuditStatus(), CrmAuditStatusEnum.REJECT.getStatus())) {
            throw exception(INVOICE_SUBMIT_FAIL_NOT_EDITABLE);
        }

        // 2. 创建开票审批流程实例
        String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId, new BpmProcessInstanceCreateReqDTO()
                .setProcessDefinitionKey(BPM_PROCESS_DEFINITION_KEY).setBusinessKey(String.valueOf(id)));
        // 2. 校验审批配置已启用且配置了有效审批人（未配置时抛出带明确提示的业务异常）
        approvalConfigApi.validateApprovalEnabledAndGetApprovers(INVOICE_APPROVE_BIZ_TYPE);

        // 3. 更新开票工作流编号
        invoiceMapper.updateById(new CrmInvoiceDO().setId(id).setProcessInstanceId(processInstanceId)
                .setAuditStatus(CrmAuditStatusEnum.PROCESS.getStatus()));
        // 4. 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
        if (invoiceMapper.submitAndResetAuditInfo(id, CrmAuditStatusEnum.PROCESS.getStatus()) != 1) {
            throw exception(INVOICE_SUBMIT_FAIL_NOT_EDITABLE);
        }

        // 4. 记录日志
        // 5. 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(INVOICE_APPROVE_PROCESS_KEY)
                        .setBusinessKey(String.valueOf(id)));

        // 6. 记录日志
        LogRecordContext.putVariable("invoiceNo", invoice.getNo());
    }

    @Override
    public Set<Long> getInvoiceApproverUserIds() {
        return approvalConfigApi.getApproverUserIds(INVOICE_APPROVE_BIZ_TYPE);
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    public void auditInvoice(Long id, Boolean pass, String reviewRemark) {
        // 1. 校验存在
        CrmInvoiceDO invoice = validateInvoiceExists(id);
        // 2. 校验处于审批中状态
        if (ObjUtil.notEqual(invoice.getAuditStatus(), CrmAuditStatusEnum.PROCESS.getStatus())) {
            throw exception(INVOICE_AUDIT_FAIL_NOT_PROCESS);
        }
        // 3. 校验当前登录用户是该业务类型的审批人（或签：任一人均可审核）
        Long userId = getLoginUserId();
        approvalConfigApi.validateApprover(INVOICE_APPROVE_BIZ_TYPE, userId);
        // 4. 审核不通过：必须填写原因，状态置为审核不通过，退回提交人修改后可重新提交
        if (!Boolean.TRUE.equals(pass)) {
            if (StrUtil.isBlank(reviewRemark)) {
                throw exception(INVOICE_AUDIT_REJECT_REASON_REQUIRED);
            }
            if (invoiceMapper.auditInvoice(id, CrmAuditStatusEnum.REJECT.getStatus(),
                    userId, getUserNickname(userId), reviewRemark) != 1) {
                throw exception(INVOICE_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
        //    （开票无额外后置业务逻辑，审批通过后即可用于创建回款 / 关联开票选择）
        if (invoiceMapper.auditInvoice(id, CrmAuditStatusEnum.APPROVE.getStatus(),
                userId, getUserNickname(userId), reviewRemark) != 1) {
            throw exception(INVOICE_AUDIT_FAIL_NOT_PROCESS);
        }
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    public void updateInvoiceAuditStatus(Long id, Integer bpmStatus, String reason) {
        // BPM 审批结果映射为开票审核状态：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 (invoiceMapper.updateAuditStatusByBpm(id, auditStatus, reason) != 1) {
            log.warn("[updateInvoiceAuditStatus] 开票({}) 不处于审批中状态，忽略 BPM 结果({})", id, bpmStatus);
        }
    }

    /**
     * 获取用户昵称
     *
     * @param userId 用户编号
     * @return 昵称，用户不存在时返回 null
     */
    private String getUserNickname(Long userId) {        if (userId == null) {
            return null;
        }
        AdminUserRespDTO user = adminUserApi.getUser(userId);
        return user == null ? null : user.getNickname();
    }

    private CrmInvoiceDO validateInvoiceExists(Long id) {
        CrmInvoiceDO invoice = invoiceMapper.selectById(id);
        if (invoice == null) {