feat(crm): 完善投标保证金与报价单关联及作废功能

云

5 天以前 a82d847bbb39e2417d4c9773ebc4fc51fdb0b8fc

 yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/quotation/CrmSaleQuotationController.java

@@ -8,16 +8,25 @@
import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationOptionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationRevisionRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.bidbond.CrmBidBondDO;
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.dataobject.quotation.CrmSaleQuotationRevisionDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
import cn.iocoder.yudao.module.crm.dal.mysql.bidbond.CrmBidBondMapper;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
import cn.iocoder.yudao.module.crm.enums.quotation.CrmSaleQuotationStatusEnum;
import cn.iocoder.yudao.module.crm.service.quotation.CrmSaleQuotationExcelRenderer;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.quotation.CrmSaleQuotationService;
import cn.iocoder.yudao.module.system.service.companyconfig.SystemCompanyConfigService;
import cn.iocoder.yudao.module.mdm.api.item.MdmItemApi;
import cn.iocoder.yudao.module.mdm.api.item.dto.MdmItemRespDTO;
import cn.iocoder.yudao.module.mdm.api.unit.MdmUnitMeasureApi;
@@ -38,16 +47,23 @@
import org.springframework.web.bind.annotation.*;

import java.io.IOException;
import java.net.URLEncoder;
import java.nio.charset.StandardCharsets;
import java.util.List;
import java.util.Map;
import java.util.Set;

import static cn.iocoder.yudao.framework.apilog.core.enums.OperateTypeEnum.EXPORT;
import static cn.iocoder.yudao.framework.apilog.core.enums.OperateTypeEnum.UPDATE;
import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertList;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMultiMap;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertMap;
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.SALE_QUOTATION_EXPORT_FAIL_NOT_APPROVE;
import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.SALE_QUOTATION_NOT_EXISTS;

@Tag(name = "管理后台 - CRM 销售报价单")
@RestController
@@ -57,6 +73,9 @@

    @Resource
    private CrmSaleQuotationService saleQuotationService;

    @Resource
    private CrmBidBondMapper bidBondMapper;

    @Resource
    private AdminUserApi adminUserApi;
@@ -69,9 +88,13 @@
    @Resource
    private CrmCustomerService customerService;
    @Resource
    private CrmContactService contactService;
    @Resource
    private CrmBusinessService businessService;
    @Resource
    private StorageAttachmentApi storageAttachmentApi;
    @Resource
    private SystemCompanyConfigService companyConfigService;

    @PostMapping("/create")
    @Operation(summary = "创建销售报价单")
@@ -156,12 +179,112 @@
        ExcelUtils.write(response, "销售报价单.xls", "数据", CrmSaleQuotationRespVO.class, list);
    }

    @GetMapping({"/export-word", "/export-quotation-excel"})
    @Operation(summary = "导出销售报价单 Excel（带电子章）")
    @Parameter(name = "id", description = "报价单编号", required = true)
    @PreAuthorize("@ss.hasPermission('crm:sale-quotation:export')")
    @ApiAccessLog(operateType = EXPORT)
    public void exportSaleQuotationWord(@RequestParam("id") Long id,
                                        HttpServletResponse response) throws IOException {
        CrmSaleQuotationDO saleQuotation = saleQuotationService.getSaleQuotation(id);
        if (saleQuotation == null) {
            throw exception(SALE_QUOTATION_NOT_EXISTS);
        }
        if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())
                && !CrmSaleQuotationStatusEnum.CONVERTED.getStatus().equals(saleQuotation.getStatus())) {
            CrmSaleQuotationStatusEnum current = CrmSaleQuotationStatusEnum.getByStatus(saleQuotation.getStatus());
            throw exception(SALE_QUOTATION_EXPORT_FAIL_NOT_APPROVE, saleQuotation.getNo(),
                    current != null ? current.getName() : String.valueOf(saleQuotation.getStatus()));
        }
        CrmSaleQuotationRespVO respVO = buildSaleQuotationRespVO(saleQuotation,
                saleQuotationService.getSaleQuotationProductListByQuotationId(id));
        var companyConfig = companyConfigService.getCompanyConfig();
        String companyName = companyConfig != null ? companyConfig.getCompanyName() : null;
        var customer = saleQuotation.getCustomerId() == null ? null : customerService.getCustomer(saleQuotation.getCustomerId());
        var contact = saleQuotation.getContactId() == null ? null : contactService.getContact(saleQuotation.getContactId());
        String phone = contact == null ? null : (contact.getMobile() != null && !contact.getMobile().isBlank()
                ? contact.getMobile() : contact.getTelephone());
        byte[] content = CrmSaleQuotationExcelRenderer.render(respVO, companyName,
                customer == null ? null : customer.getDetailAddress(), contact == null ? null : contact.getName(), phone);

        String filename = "报价单-" + saleQuotation.getNo()
                + (respVO.getCustomerName() != null ? "-" + respVO.getCustomerName() : "") + ".xlsx";
        String encoded = URLEncoder.encode(filename, StandardCharsets.UTF_8).replace("+", "%20");
        response.setContentType("application/vnd.openxmlformats-officedocument.spreadsheetml.sheet");
        response.setHeader("Content-Disposition", "attachment;filename*=UTF-8''" + encoded);
        response.getOutputStream().write(content);
    }

    @PutMapping("/submit")
    @Operation(summary = "提交销售报价审批")
    @Parameter(name = "id", description = "报价单编号", required = true)
    @PreAuthorize("@ss.hasPermission('crm:sale-quotation:update')")
    public CommonResult<Boolean> submitSaleQuotation(@RequestParam("id") Long id,
                                                     @RequestParam(value = "processDefinitionKey", required = false) String processDefinitionKey) {
        saleQuotationService.submitSaleQuotation(id, processDefinitionKey, getLoginUserId());
        return success(true);
    }

    @GetMapping("/approve-process-list")
    @Operation(summary = "获取销售报价审批流程列表")
    public CommonResult<List<Map<String, Object>>> getSaleQuotationApproveProcessList() {
        return success(saleQuotationService.getSaleQuotationApproveProcessDefinitionList());
    }

    @PostMapping("/convert-contract")
    @Operation(summary = "转为合同")
    @Parameter(name = "id", description = "报价单编号", required = true)
    @PreAuthorize("@ss.hasPermission('crm:sale-quotation:convert-contract')")
    public CommonResult<Long> convertToContract(@RequestParam("id") Long id) {
        return success(saleQuotationService.convertToContract(id, getLoginUserId()));
    }

    @PutMapping("/void")
    @Operation(summary = "作废销售报价单")
    @Parameter(name = "id", description = "报价单编号", required = true)
    @Parameter(name = "reason", description = "作废原因", required = true)
    @PreAuthorize("@ss.hasPermission('crm:sale-quotation:void')")
    @ApiAccessLog(operateType = UPDATE)
    public CommonResult<Boolean> voidSaleQuotation(@RequestParam("id") Long id,
                                                   @RequestParam("reason") String reason) {
        saleQuotationService.voidSaleQuotation(id, reason);
        return success(true);
    }

    @GetMapping("/revision/list")
    @Operation(summary = "获得报价单轮次流水列表")
    @Parameter(name = "quotationId", description = "报价单编号", required = true)
    @PreAuthorize("@ss.hasPermission('crm:sale-quotation:query')")
    public CommonResult<List<CrmSaleQuotationRevisionRespVO>> getRevisionList(
            @RequestParam("quotationId") Long quotationId) {
        List<CrmSaleQuotationRevisionDO> list = saleQuotationService.getSaleQuotationRevisionList(quotationId);
        return success(BeanUtils.toBean(list, CrmSaleQuotationRevisionRespVO.class));
    }

    @GetMapping("/revision/export-excel")
    @Operation(summary = "导出报价单轮次流水 Excel")
    @Parameter(name = "quotationId", description = "报价单编号", required = true)
    @PreAuthorize("@ss.hasPermission('crm:sale-quotation:export')")
    @ApiAccessLog(operateType = EXPORT)
    public void exportRevisionExcel(@RequestParam("quotationId") Long quotationId,
                                    HttpServletResponse response) throws IOException {
        List<CrmSaleQuotationRevisionRespVO> list = BeanUtils.toBean(
                saleQuotationService.getSaleQuotationRevisionList(quotationId),
                CrmSaleQuotationRevisionRespVO.class);
        ExcelUtils.write(response, "报价轮次流水.xls", "数据", CrmSaleQuotationRevisionRespVO.class, list);
    }

    @GetMapping("/bindable-list")
    @Operation(summary = "获得客户下可绑定投标的报价单列表")
    @Parameter(name = "customerId", description = "客户编号", required = true)
    @Parameter(name = "bidBondId", description = "当前投标保证金编号（编辑时用于保留自身绑定）", required = false)
    @PreAuthorize("@ss.hasPermission('crm:sale-quotation:query')")
    public CommonResult<List<CrmSaleQuotationOptionRespVO>> getBindableList(
            @RequestParam("customerId") Long customerId,
            @RequestParam(value = "bidBondId", required = false) Long bidBondId) {
        return success(BeanUtils.toBean(
                saleQuotationService.getBindableQuotationList(customerId, bidBondId),
                CrmSaleQuotationOptionRespVO.class));
    }

    // ==================== 构建响应 VO ====================
@@ -211,6 +334,13 @@
        }
        // 3. 填充关联信息
        fillSaleQuotationRelatedFields(respVO);
        // 3.1 填充关联投标的中标结果
        if (saleQuotation.getBidBondId() != null) {
            CrmBidBondDO bidBond = bidBondMapper.selectById(saleQuotation.getBidBondId());
            if (bidBond != null) {
                respVO.setBidResult(bidBond.getBidResult());
            }
        }
        // 4. 填充附件列表
        respVO.setAttachmentList(storageAttachmentApi.listAttachments("crm_sale_quotation", saleQuotation.getId()));
        return respVO;
@@ -247,6 +377,11 @@
        // 1.6 商机信息（过滤 null，businessId 为可选字段）
        Map<Long, CrmBusinessDO> businessMap = businessService.getBusinessMap(
                convertSet(pageResult.getList(), CrmSaleQuotationDO::getBusinessId, vo -> vo.getBusinessId() != null));
        // 1.7 投标信息（过滤 null，bidBondId 为可选字段）
        Set<Long> bidBondIds = convertSet(pageResult.getList(), CrmSaleQuotationDO::getBidBondId,
                vo -> vo.getBidBondId() != null);
        Map<Long, CrmBidBondDO> bidBondMap = bidBondIds.isEmpty() ? Map.of()
                : convertMap(bidBondMapper.selectByIds(bidBondIds), CrmBidBondDO::getId);

        // 2. 开始拼接
        return BeanUtils.toBean(pageResult, CrmSaleQuotationRespVO.class, vo -> {
@@ -267,6 +402,7 @@
            MapUtils.findAndThen(userMap, vo.getOwnerUserId(), user -> vo.setOwnerUserName(user.getNickname()));
            MapUtils.findAndThen(deptMap, vo.getOwnerUserId(), dept -> vo.setOwnerUserDeptName(dept.getName()));
            MapUtils.findAndThen(businessMap, vo.getBusinessId(), business -> vo.setBusinessName(business.getName()));
            MapUtils.findAndThen(bidBondMap, vo.getBidBondId(), bidBond -> vo.setBidResult(bidBond.getBidResult()));
        });
    }