feat: CRM 发票/合同导入、MES 质检批量导入与检测台账、回款与报价校验、权限码细化

吴羡

2 天以前 a647bc8a43c0212f482bee0630ebd14dca120a8a

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

@@ -5,12 +5,16 @@
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.framework.dict.core.DictFrameworkUtils;
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.CrmInvoiceImportExcelVO;
import cn.iocoder.yudao.module.crm.controller.admin.invoice.vo.invoice.CrmInvoiceImportRespVO;
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;
@@ -36,11 +40,18 @@
import org.springframework.validation.annotation.Validated;

import java.math.BigDecimal;
import java.time.LocalDateTime;
import java.time.format.DateTimeFormatter;
import java.util.ArrayList;
import java.util.Collection;
import java.util.HashMap;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Map;

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.DictTypeConstants.CRM_INVOICE_TYPE;
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;
@@ -118,20 +129,245 @@
        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()));
    @Override
    @Transactional(rollbackFor = Exception.class)
    public CrmInvoiceImportRespVO importInvoiceList(List<CrmInvoiceImportExcelVO> importList) {
        CrmInvoiceImportRespVO respVO = CrmInvoiceImportRespVO.builder()
                .createList(new ArrayList<>())
                .failureList(new LinkedHashMap<>())
                .build();
        if (CollUtil.isEmpty(importList)) {
            return respVO;
        }
        BigDecimal notInvoicePrice = contract.getTotalPrice().subtract(
                CollectionUtils.getSumValue(invoices, CrmInvoiceDO::getPrice, BigDecimal::add, BigDecimal.ZERO));

        Map<String, Integer> firstRowNoByKey = new HashMap<>();
        for (int i = 0; i < importList.size(); i++) {
            CrmInvoiceImportExcelVO row = importList.get(i);
            if (isImportRowEmpty(row)) {
                continue; // 跳过空行
            }
            String label = StrUtil.isNotBlank(row.getInvoiceNo()) ? "发票号码 " + row.getInvoiceNo().trim()
                    : "第 " + (i + 2) + " 行";
            String importKey = buildInvoiceImportKey(row);
            try {
                Integer firstRowNo = firstRowNoByKey.get(importKey);
                if (firstRowNo != null) {
                    throw duplicateRowException(firstRowNo, buildInvoiceKeyDesc(row));
                }
                respVO.getCreateList().add(createInvoiceByImport(row));
                firstRowNoByKey.putIfAbsent(importKey, i + 2);
            } catch (Exception ex) {
                respVO.getFailureList().put(label, resolveImportErrorMessage(ex));
            }
        }
        return respVO;
    }

    private boolean isImportRowEmpty(CrmInvoiceImportExcelVO row) {
        return row == null || (StrUtil.isBlank(row.getNo()) && StrUtil.isBlank(row.getContractNo())
                && StrUtil.isBlank(row.getInvoiceType()) && StrUtil.isBlank(row.getInvoiceNo())
                && StrUtil.isBlank(row.getInvoiceTitle()) && row.getPrice() == null
                && StrUtil.isBlank(row.getInvoiceTime()) && StrUtil.isBlank(row.getRemark()));
    }

    /**
     * 依据导入数据创建一张开票。客户取合同所属客户；负责人=当前登录用户；审批状态=未提交。
     */
    private String createInvoiceByImport(CrmInvoiceImportExcelVO row) {
        // 1. 合同校验
        if (StrUtil.isBlank(row.getContractNo())) {
            throw new IllegalArgumentException("合同编号不能为空：请填写模板中该行的「合同编号」列");
        }
        CrmContractDO contract = contractService.getContractByNo(row.getContractNo().trim());
        if (contract == null) {
            throw new IllegalArgumentException("合同编号不存在：" + row.getContractNo().trim()
                    + "。请先在「CRM 合同管理」中创建或导入该合同（编号需与模板完全一致），或修改模板中的合同编号后重新导入");
        }
        if (ObjUtil.notEqual(contract.getAuditStatus(), CrmAuditStatusEnum.APPROVE.getStatus())) {
            throw new IllegalArgumentException("合同[" + contract.getNo() + "]当前状态为「"
                    + CrmAuditStatusEnum.getNameByStatus(contract.getAuditStatus()) + "」，只有「审核通过」的合同才能开票。"
                    + "请先在「CRM 合同管理」中完成该合同审批，或改用其他已审核通过的合同编号后重新导入");
        }

        // 2. 开票金额校验
        if (row.getPrice() == null) {
            throw new IllegalArgumentException("开票金额不能为空：请填写模板中该行的「开票金额(元)」列");
        }
        if (row.getPrice().compareTo(BigDecimal.ZERO) <= 0) {
            throw new IllegalArgumentException("开票金额必须大于 0，当前为 "
                    + row.getPrice().stripTrailingZeros().toPlainString() + "。请修改模板中的「开票金额(元)」后重新导入");
        }
        BigDecimal remainingInvoicePrice = getRemainingInvoicePrice(contract, null);
        if (row.getPrice().compareTo(remainingInvoicePrice) > 0) {
            throw new IllegalArgumentException("开票金额超过合同剩余可开票金额：合同[" + contract.getNo()
                    + "]剩余可开票金额 " + remainingInvoicePrice.stripTrailingZeros().toPlainString() + " 元，本次导入金额 "
                    + row.getPrice().stripTrailingZeros().toPlainString()
                    + " 元。请调整模板中的「开票金额(元)」，或先在系统中核对已开票金额后重新导入");
        }

        // 3. 发票类型校验
        Integer invoiceType = resolveInvoiceType(row.getInvoiceType());

        // 4. 开票编号：填写则使用，留空则自动生成
        String no = StrUtil.isNotBlank(row.getNo()) ? row.getNo().trim()
                : noRedisDAO.generate(CrmNoRedisDAO.INVOICE_PREFIX);
        if (invoiceMapper.selectByNo(no) != null) {
            throw new IllegalArgumentException("开票编号已存在：" + no
                    + "。请修改模板中的开票编号，或先在系统中删除该编号的开票后重新导入");
        }

        // 5. 去重：同一合同下，发票号码（留空时按开票金额、发票抬头、开票日期）相同的开票不可重复导入
        // 开票日期留空时视作不比较该维度，故按“是否填写”传 null，不能用 parseImportDateTime 的 now() 兜底值
        LocalDateTime invoiceTime = parseImportDateTime(row.getInvoiceTime());
        CrmInvoiceDO duplicate = findDuplicateInvoice(contract.getId(), row,
                StrUtil.isNotBlank(row.getInvoiceTime()) ? invoiceTime : null);
        if (duplicate != null) {
            throw duplicateExistingException(buildInvoiceKeyDesc(row), duplicate.getNo());
        }

        // 6. 保存开票
        CrmInvoiceDO invoice = new CrmInvoiceDO().setNo(no).setCustomerId(contract.getCustomerId())
                .setContractId(contract.getId()).setOwnerUserId(getLoginUserId()).setInvoiceType(invoiceType)
                .setInvoiceNo(row.getInvoiceNo()).setInvoiceTitle(row.getInvoiceTitle()).setPrice(row.getPrice())
                .setInvoiceTime(invoiceTime).setRemark(row.getRemark())
                .setAuditStatus(CrmAuditStatusEnum.DRAFT.getStatus());
        invoiceMapper.insert(invoice);

        // 7. 创建数据权限（否则当前用户看不到该开票）
        permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_INVOICE.getType())
                .setBizId(invoice.getId()).setUserId(invoice.getOwnerUserId())
                .setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
        return invoice.getNo();
    }

    private Integer resolveInvoiceType(String text) {
        List<String> labelList = DictFrameworkUtils.getDictDataLabelList(CRM_INVOICE_TYPE);
        if (StrUtil.isBlank(text)) {
            throw new IllegalArgumentException("发票类型不能为空：请填写模板中该行的「发票类型」列，可选值："
                    + String.join("、", labelList));
        }
        String value = text.trim();
        if (value.matches("\\d+") && DictFrameworkUtils.getDictDataValueList(CRM_INVOICE_TYPE).contains(value)) {
            return Integer.valueOf(value);
        }
        String parsedValue = DictFrameworkUtils.parseDictDataValue(CRM_INVOICE_TYPE, value);
        if (parsedValue == null) {
            throw new IllegalArgumentException("发票类型不存在：" + value + "。模板中「发票类型」请填写以下之一："
                    + String.join("、", labelList));
        }
        return Integer.valueOf(parsedValue);
    }

    private LocalDateTime parseImportDateTime(String text) {
        if (StrUtil.isBlank(text)) {
            return LocalDateTime.now();
        }
        String value = text.trim();
        for (String pattern : new String[]{"yyyy-MM-dd HH:mm:ss", "yyyy-MM-dd HH:mm", "yyyy/MM/dd HH:mm:ss"}) {
            try {
                return LocalDateTime.parse(value, DateTimeFormatter.ofPattern(pattern));
            } catch (Exception ignored) {
                // 继续尝试下一个格式
            }
        }
        for (String pattern : new String[]{"yyyy-MM-dd", "yyyy/M/d"}) {
            try {
                return java.time.LocalDate.parse(value, DateTimeFormatter.ofPattern(pattern)).atStartOfDay();
            } catch (Exception ignored) {
                // 继续尝试下一个格式
            }
        }
        throw new IllegalArgumentException("开票日期格式不正确：" + text + "，示例 2026-01-01 10:00:00");
    }

    private String resolveImportErrorMessage(Exception ex) {
        if (ex instanceof cn.iocoder.yudao.framework.common.exception.ServiceException serviceException) {
            return serviceException.getMessage();
        }
        return StrUtil.blankToDefault(ex.getMessage(), "导入失败");
    }

    /**
     * 导入去重键：发票号码填写时以 合同 + 发票号码 为准；留空时比较 合同 + 开票金额 + 发票抬头 + 开票日期
     */
    private String buildInvoiceImportKey(CrmInvoiceImportExcelVO row) {
        if (StrUtil.isNotBlank(row.getInvoiceNo())) {
            return "no|" + StrUtil.trimToEmpty(row.getContractNo()) + "|" + row.getInvoiceNo().trim();
        }
        return "amt|" + StrUtil.trimToEmpty(row.getContractNo()) + "|"
                + (row.getPrice() == null ? "" : row.getPrice().stripTrailingZeros().toPlainString()) + "|"
                + StrUtil.trimToEmpty(row.getInvoiceTitle()) + "|" + StrUtil.trimToEmpty(row.getInvoiceTime());
    }

    private String buildInvoiceKeyDesc(CrmInvoiceImportExcelVO row) {
        if (StrUtil.isNotBlank(row.getInvoiceNo())) {
            return "合同编号[" + StrUtil.trimToEmpty(row.getContractNo()) + "]、发票号码[" + row.getInvoiceNo().trim() + "]";
        }
        return "合同编号[" + StrUtil.trimToEmpty(row.getContractNo()) + "]、开票金额["
                + (row.getPrice() == null ? "未填写" : row.getPrice().stripTrailingZeros().toPlainString() + " 元")
                + "]、发票抬头[" + StrUtil.blankToDefault(StrUtil.trimToNull(row.getInvoiceTitle()), "未填写") + "]"
                + (StrUtil.isBlank(row.getInvoiceTime()) ? "" : "、开票日期[" + row.getInvoiceTime().trim() + "]");
    }

    /**
     * 查询同合同下业务数据完全相同的开票
     */
    private CrmInvoiceDO findDuplicateInvoice(Long contractId, CrmInvoiceImportExcelVO row, LocalDateTime invoiceTime) {
        for (CrmInvoiceDO old : invoiceMapper.selectListByContractId(contractId)) {
            if (StrUtil.isNotBlank(row.getInvoiceNo())) {
                if (StrUtil.equals(StrUtil.trimToEmpty(old.getInvoiceNo()), row.getInvoiceNo().trim())) {
                    return old;
                }
                continue;
            }
            // 发票号码留空时，比较开票金额、发票抬头；开票日期留空则不比较该维度
            if (old.getPrice().compareTo(row.getPrice()) != 0
                    || !StrUtil.equals(StrUtil.trimToEmpty(old.getInvoiceTitle()),
                            StrUtil.trimToEmpty(row.getInvoiceTitle()))) {
                continue;
            }
            if (invoiceTime != null && !invoiceTime.equals(old.getInvoiceTime())) {
                continue;
            }
            return old;
        }
        return null;
    }

    private IllegalArgumentException duplicateRowException(int firstRowNo, String keyDesc) {
        return new IllegalArgumentException("检测到重复导入：本次导入的第 " + firstRowNo
                + " 行与当前行的数据完全相同（" + keyDesc + "）。请删除模板中重复的行后重新导入");
    }

    private IllegalArgumentException duplicateExistingException(String keyDesc, String existingNo) {
        return new IllegalArgumentException("检测到重复导入：" + keyDesc + " 与已有开票单「" + existingNo
                + "」完全相同（可能是本次导入前面的行，也可能是系统中已有单据）。请勿重复导入；如确需重新导入，请先在「营销管理-开票管理」中删除该开票单后重试");
    }

    private void validateInvoicePriceExceedsLimit(CrmInvoiceSaveReqVO reqVO) {
        // 1. 计算剩余可开票金额，不包括 reqVO 自身（审批中也占用额度，防止累计开票超过合同金额）
        CrmContractDO contract = contractService.validateContract(reqVO.getContractId());
        BigDecimal notInvoicePrice = getRemainingInvoicePrice(contract, reqVO.getId());
        // 2. 校验金额是否超过
        if (reqVO.getPrice().compareTo(notInvoicePrice) > 0) {
            throw exception(INVOICE_CREATE_FAIL_PRICE_EXCEEDS_LIMIT, notInvoicePrice);
        }
    }

    /**
     * 计算合同剩余可开票金额（审批中、审核通过的开票占用额度）
     *
     * @param contract          合同
     * @param excludeInvoiceId  需排除的开票编号，可为空
     */
    private BigDecimal getRemainingInvoicePrice(CrmContractDO contract, Long excludeInvoiceId) {
        List<CrmInvoiceDO> invoices = invoiceMapper.selectListByContractIdAndStatus(contract.getId(),
                List.of(CrmAuditStatusEnum.APPROVE.getStatus(), CrmAuditStatusEnum.PROCESS.getStatus()));
        if (excludeInvoiceId != null) {
            invoices.removeIf(invoice -> ObjectUtil.equal(invoice.getId(), excludeInvoiceId));
        }
        return contract.getTotalPrice().subtract(
                CollectionUtils.getSumValue(invoices, CrmInvoiceDO::getPrice, BigDecimal::add, BigDecimal.ZERO));
    }

    private void validateRelationDataExists(CrmInvoiceSaveReqVO reqVO) {
@@ -232,6 +468,10 @@
            throw exception(INVOICE_SUBMIT_FAIL_NOT_DRAFT);
        }

        // 1.1 重新校验可开票金额，防止累计开票超过合同金额（草稿期后可能有其他单进入审批中）
        validateInvoicePriceExceedsLimit(new CrmInvoiceSaveReqVO()
                .setId(invoice.getId()).setContractId(invoice.getContractId()).setPrice(invoice.getPrice()));

        // 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)));