feat: 打通销售采购财务闭环并完成累计业务优化

gaoluyang

6 天以前 d39e4f7d839167c16425086dfa2f8747bccfdff9

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

@@ -5,21 +5,35 @@
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.framework.operatelog.core.util.OperateLogUtils;
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.CrmInvoiceEntryReqVO;
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.CrmInvoiceSaleOutRespVO;
import cn.iocoder.yudao.module.crm.controller.admin.invoice.vo.invoice.CrmInvoiceSaveReqVO;
import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.invoice.CrmInvoiceDO;
import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
import cn.iocoder.yudao.module.crm.dal.mysql.invoice.CrmInvoiceMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.receivable.CrmReceivablePlanMapper;
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;
import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
import cn.iocoder.yudao.module.crm.enums.receivable.CrmPaymentStageEnum;
import cn.iocoder.yudao.module.erp.api.sale.ErpSaleOrderApi;
import cn.iocoder.yudao.module.erp.api.sale.dto.ErpSaleOrderRespDTO;
import cn.iocoder.yudao.module.mes.api.productsales.MesWmProductSalesApi;
import cn.iocoder.yudao.module.mes.api.productsales.dto.MesWmProductSalesRespDTO;
import cn.iocoder.yudao.module.crm.framework.permission.core.annotations.CrmPermission;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
@@ -36,11 +50,21 @@
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.HashSet;
import java.util.LinkedHashMap;
import java.util.List;
import java.util.Map;
import java.util.Objects;
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.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;
@@ -65,8 +89,36 @@
     */
    private static final String INVOICE_RECORD_TYPE = "crm_invoice";

    /**
     * ERP 销售订单审核通过状态，对应 cn.iocoder.yudao.module.erp.enums.ErpAuditStatus#APPROVE
     */
    private static final Integer ERP_SALE_ORDER_STATUS_APPROVE = 20;

    /**
     * MES 销售出库单已完成状态，对应 cn.iocoder.yudao.module.mes.enums.wm.MesWmProductSalesStatusEnum#FINISHED
     */
    private static final Integer MES_PRODUCT_SALES_STATUS_FINISHED = 4;

    /**
     * MES 销售出库单已取消状态
     */
    private static final Integer MES_PRODUCT_SALES_STATUS_CANCELED = 5;

    /**
     * 开票占用额度的审批状态：审批中 + 审批通过
     */
    private static final List<Integer> INVOICE_OCCUPY_STATUSES = List.of(
            CrmAuditStatusEnum.PROCESS.getStatus(), CrmAuditStatusEnum.APPROVE.getStatus());

    @Resource
    private CrmInvoiceMapper invoiceMapper;
    @Resource
    private CrmReceivablePlanMapper receivablePlanMapper;

    @Resource
    private ErpSaleOrderApi saleOrderApi;
    @Resource
    private MesWmProductSalesApi productSalesApi;

    @Resource
    private CrmNoRedisDAO noRedisDAO;
@@ -88,25 +140,31 @@
    @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（合同 -> 客户）
        validateRelationDataExists(createReqVO);
        // 1.3 生成开票编号
        // 1.2 校验销售订单、销售出库单，并回填出库单号
        validateSaleOrderAndOut(createReqVO);
        // 1.3 校验可开票金额超过上限
        validateInvoicePriceExceedsLimit(createReqVO);
        // 1.4 生成开票编号
        String no = noRedisDAO.generate(CrmNoRedisDAO.INVOICE_PREFIX);
        if (invoiceMapper.selectByNo(no) != null) {
            throw exception(INVOICE_NO_EXISTS);
        }

        // 2.1 插入开票
        // 2.1 插入开票：已填写发票号码视为已录入发票
        CrmInvoiceDO invoice = BeanUtils.toBean(createReqVO, CrmInvoiceDO.class)
                .setNo(no).setAuditStatus(CrmAuditStatusEnum.DRAFT.getStatus());
        applyEntryStatus(invoice, createReqVO.getInvoiceNo(), null);
        invoiceMapper.insert(invoice);

        // 2.2 绑定发票附件
        if (CollUtil.isNotEmpty(createReqVO.getBlobIds())) {
            storageAttachmentApi.bindAttachments("file", INVOICE_RECORD_TYPE, invoice.getId(), createReqVO.getBlobIds());
        }

        // 2.3 同步收款节点（合同款/预付款/到货款/验收款）
        syncPaymentNodes(invoice, createReqVO.getPaymentNodes());

        // 3. 创建数据权限
        permissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_INVOICE.getType())
@@ -118,20 +176,251 @@
        return invoice.getId();
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    @LogRecord(type = CRM_INVOICE_TYPE, subType = CRM_INVOICE_IMPORT_SUB_TYPE, bizNo = "0",
            success = CRM_INVOICE_IMPORT_SUCCESS)
    public CrmInvoiceImportRespVO importInvoiceList(List<CrmInvoiceImportExcelVO> importList) {
        CrmInvoiceImportRespVO respVO = CrmInvoiceImportRespVO.builder()
                .createList(new ArrayList<>())
                .failureList(new LinkedHashMap<>())
                .build();
        if (CollUtil.isEmpty(importList)) {
            // 空文件也要给日志文案兜底，避免 {{#importSummary}} 取不到值
            OperateLogUtils.putImportSummary(respVO.getCreateList(), null, respVO.getFailureList());
            return respVO;
        }

        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));
            }
        }
        // 记录导入结果汇总，供 @LogRecord 的 success 文案引用（开票导入无「更新」分支，故传 null）
        OperateLogUtils.putImportSummary(respVO.getCreateList(), null, respVO.getFailureList());
        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());
        List<CrmInvoiceDO> invoices = invoiceMapper.selectListByContractIdAndStatus(reqVO.getContractId(),
                List.of(CrmAuditStatusEnum.APPROVE.getStatus(), CrmAuditStatusEnum.PROCESS.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));
        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) {
@@ -147,6 +436,212 @@
        }
    }

    /**
     * 校验销售订单、销售出库单，并回填出库单号
     *
     * 校验顺序：销售订单存在 -> 已审核 -> 客户/合同一致 -> 订单剩余可开票；
     * 再校验出库单存在 -> 已完成 -> 属于该订单 -> 客户一致 -> 出库单剩余可开票。
     */
    private void validateSaleOrderAndOut(CrmInvoiceSaveReqVO reqVO) {
        if (reqVO.getSaleOrderId() == null) {
            return;
        }
        // 1. 销售订单
        ErpSaleOrderRespDTO saleOrder = saleOrderApi.getSaleOrder(reqVO.getSaleOrderId()).getCheckedData();
        if (saleOrder == null) {
            throw exception(INVOICE_CREATE_FAIL_SALE_ORDER_NOT_EXISTS, reqVO.getSaleOrderId());
        }
        if (ObjectUtil.notEqual(saleOrder.getStatus(), ERP_SALE_ORDER_STATUS_APPROVE)) {
            throw exception(INVOICE_CREATE_FAIL_SALE_ORDER_NOT_APPROVE, saleOrder.getNo(),
                    erpAuditStatusName(saleOrder.getStatus()));
        }
        if (ObjectUtil.notEqual(saleOrder.getCustomerId(), reqVO.getCustomerId())
                || (saleOrder.getContractId() != null
                && ObjectUtil.notEqual(saleOrder.getContractId(), reqVO.getContractId()))) {
            throw exception(INVOICE_CREATE_FAIL_SALE_ORDER_MISMATCH, saleOrder.getNo(),
                    saleOrder.getCustomerId(), saleOrder.getContractId(), reqVO.getCustomerId(), reqVO.getContractId());
        }
        // 1.1 订单剩余可开票金额 = 订单金额 - 该订单已占用开票金额（审批中 + 审批通过）
        BigDecimal orderTotalPrice = zeroIfNull(saleOrder.getTotalPrice());
        BigDecimal orderInvoicedPrice = sumInvoicePrice(invoiceMapper.selectListBySaleOrderIdAndStatus(
                reqVO.getSaleOrderId(), INVOICE_OCCUPY_STATUSES), reqVO.getId());
        BigDecimal orderRemainPrice = orderTotalPrice.subtract(orderInvoicedPrice);
        if (reqVO.getPrice() != null && reqVO.getPrice().compareTo(orderRemainPrice) > 0) {
            throw exception(INVOICE_CREATE_FAIL_PRICE_EXCEEDS_SALE_ORDER, saleOrder.getNo(),
                    formatPrice(orderRemainPrice), formatPrice(orderTotalPrice), formatPrice(orderInvoicedPrice));
        }

        // 2. 销售出库单（可选）
        if (reqVO.getSaleOutId() == null) {
            return;
        }
        MesWmProductSalesRespDTO saleOut = productSalesApi.getProductSales(reqVO.getSaleOutId());
        if (saleOut == null) {
            throw exception(INVOICE_CREATE_FAIL_SALE_OUT_NOT_EXISTS, reqVO.getSaleOutId());
        }
        if (ObjectUtil.notEqual(saleOut.getStatus(), MES_PRODUCT_SALES_STATUS_FINISHED)) {
            throw exception(INVOICE_CREATE_FAIL_SALE_OUT_NOT_FINISHED, saleOut.getCode(),
                    productSalesStatusName(saleOut.getStatus()));
        }
        if (saleOut.getSaleOrderId() != null && ObjectUtil.notEqual(saleOut.getSaleOrderId(), reqVO.getSaleOrderId())) {
            throw exception(INVOICE_CREATE_FAIL_SALE_OUT_MISMATCH_ORDER, saleOut.getCode(),
                    saleOrder.getNo(), saleOut.getSaleOrderId());
        }
        if (saleOut.getClientId() != null && ObjectUtil.notEqual(saleOut.getClientId(), reqVO.getCustomerId())) {
            throw exception(INVOICE_CREATE_FAIL_SALE_OUT_MISMATCH_CUSTOMER, saleOut.getCode(),
                    saleOut.getClientId(), reqVO.getCustomerId());
        }
        // 2.1 出库单剩余可开票金额 = 出库金额 - 该出库单已占用开票金额（审批中 + 审批通过）
        BigDecimal saleOutTotalPrice = zeroIfNull(saleOut.getTotalPrice());
        BigDecimal saleOutInvoicedPrice = sumInvoicePrice(invoiceMapper.selectListBySaleOutIdAndStatus(
                reqVO.getSaleOutId(), INVOICE_OCCUPY_STATUSES), reqVO.getId());
        BigDecimal saleOutRemainPrice = saleOutTotalPrice.subtract(saleOutInvoicedPrice);
        if (reqVO.getPrice() != null && reqVO.getPrice().compareTo(saleOutRemainPrice) > 0) {
            throw exception(INVOICE_CREATE_FAIL_PRICE_EXCEEDS_SALE_OUT, saleOut.getCode(),
                    formatPrice(saleOutRemainPrice), formatPrice(saleOutTotalPrice), formatPrice(saleOutInvoicedPrice));
        }
        reqVO.setSaleOutCode(saleOut.getCode());
    }

    private BigDecimal sumInvoicePrice(List<CrmInvoiceDO> invoices, Long excludeInvoiceId) {
        if (CollUtil.isEmpty(invoices)) {
            return BigDecimal.ZERO;
        }
        return invoices.stream()
                .filter(invoice -> excludeInvoiceId == null || ObjectUtil.notEqual(invoice.getId(), excludeInvoiceId))
                .map(invoice -> zeroIfNull(invoice.getPrice()))
                .reduce(BigDecimal.ZERO, BigDecimal::add);
    }

    /**
     * 根据发票号码是否填写，设置发票录入状态
     */
    private void applyEntryStatus(CrmInvoiceDO invoice, String invoiceNo, CrmInvoiceDO oldInvoice) {
        if (StrUtil.isBlank(invoiceNo)) {
            invoice.setEntryStatus(0);
            return;
        }
        invoice.setEntryStatus(10);
        boolean changed = oldInvoice == null || !StrUtil.equals(invoiceNo, oldInvoice.getInvoiceNo())
                || !Integer.valueOf(10).equals(oldInvoice.getEntryStatus());
        if (changed) {
            invoice.setEntryUserId(getLoginUserId()).setEntryTime(LocalDateTime.now());
        }
    }

    /**
     * 同步开票单的收款节点到回款计划（crm_receivable_plan）
     *
     * 传 null 表示本次不修改节点；传空列表表示清空节点。
     */
    private void syncPaymentNodes(CrmInvoiceDO invoice, List<CrmInvoiceSaveReqVO.PaymentNode> nodes) {
        if (nodes == null) {
            return;
        }
        validatePaymentNodes(nodes);
        // 已产生回款的节点不允许被覆盖
        for (CrmReceivablePlanDO oldPlan : receivablePlanMapper.selectListByInvoiceId(invoice.getId())) {
            if (oldPlan.getReceivableId() != null || zeroIfNull(oldPlan.getReceiptedPrice()).compareTo(BigDecimal.ZERO) > 0) {
                throw exception(INVOICE_PAYMENT_NODE_ALREADY_RECEIPTED,
                        CrmPaymentStageEnum.getNameByStage(oldPlan.getStage()),
                        formatPrice(zeroIfNull(oldPlan.getReceiptedPrice())));
            }
        }
        deletePaymentNodesByInvoiceId(invoice.getId());

        Long ownerUserId = invoice.getOwnerUserId() != null ? invoice.getOwnerUserId() : getLoginUserId();
        for (CrmInvoiceSaveReqVO.PaymentNode node : nodes) {
            CrmReceivablePlanDO maxPeriodPlan = receivablePlanMapper.selectMaxPeriodByContractId(invoice.getContractId());
            int period = maxPeriodPlan == null ? 1 : maxPeriodPlan.getPeriod() + 1;
            int remindDays = 3;
            CrmReceivablePlanDO plan = CrmReceivablePlanDO.builder()
                    .period(period).customerId(invoice.getCustomerId()).contractId(invoice.getContractId())
                    .ownerUserId(ownerUserId).returnTime(node.getReturnTime())
                    .remindDays(remindDays).remindTime(node.getReturnTime().minusDays(remindDays))
                    .price(node.getAmount()).stage(node.getStage()).invoiceId(invoice.getId())
                    .saleOrderId(invoice.getSaleOrderId())
                    .receiptedPrice(BigDecimal.ZERO).status(0).remark(node.getRemark())
                    .build();
            receivablePlanMapper.insert(plan);
            permissionService.createPermission(new CrmPermissionCreateReqBO()
                    .setBizType(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType()).setBizId(plan.getId())
                    .setUserId(ownerUserId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
        }
    }

    private void validatePaymentNodes(List<CrmInvoiceSaveReqVO.PaymentNode> nodes) {
        if (CollUtil.isEmpty(nodes)) {
            return;
        }
        Set<Integer> stages = new HashSet<>();
        for (int i = 0; i < nodes.size(); i++) {
            CrmInvoiceSaveReqVO.PaymentNode node = nodes.get(i);
            int row = i + 1;
            CrmPaymentStageEnum stageEnum = node == null ? null : CrmPaymentStageEnum.valueOf(node.getStage());
            if (stageEnum == null) {
                throw exception(INVOICE_PAYMENT_NODE_STAGE_INVALID, row, node == null ? "未填写" : node.getStage());
            }
            if (!stages.add(stageEnum.getStage())) {
                throw exception(INVOICE_PAYMENT_NODE_STAGE_DUPLICATE, stageEnum.getName());
            }
            if (node.getAmount() == null || node.getAmount().compareTo(BigDecimal.ZERO) <= 0) {
                throw exception(INVOICE_PAYMENT_NODE_INVALID, row, stageEnum.getName(),
                        node.getAmount() == null ? "未填写" : formatPrice(node.getAmount()));
            }
            if (node.getReturnTime() == null) {
                throw exception(INVOICE_PAYMENT_NODE_TIME_REQUIRED, stageEnum.getName());
            }
        }
    }

    private void deletePaymentNodesByInvoiceId(Long invoiceId) {
        for (CrmReceivablePlanDO plan : receivablePlanMapper.selectListByInvoiceId(invoiceId)) {
            receivablePlanMapper.deleteById(plan.getId());
            permissionService.deletePermission(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), plan.getId());
        }
    }

    private String erpAuditStatusName(Integer status) {
        if (Objects.equals(status, ERP_SALE_ORDER_STATUS_APPROVE)) {
            return "已审核";
        }
        if (status == null) {
            return "未知状态";
        }
        return switch (status) {
            case 0 -> "未提交";
            case 10 -> "未审核";
            case 15 -> "审批中";
            case 30 -> "已作废";
            case 35 -> "已驳回";
            default -> "状态值 " + status;
        };
    }

    private String productSalesStatusName(Integer status) {
        if (status == null) {
            return "未知状态";
        }
        return switch (status) {
            case 0 -> "草稿";
            case 1 -> "待检测";
            case 2 -> "待拣货";
            case 3 -> "待执行出库";
            case 4 -> "已完成";
            case 5 -> "已取消";
            case 10 -> "待填写运单";
            default -> "状态值 " + status;
        };
    }

    private static BigDecimal zeroIfNull(BigDecimal value) {
        return value == null ? BigDecimal.ZERO : value;
    }

    private static String formatPrice(BigDecimal value) {
        return (value == null ? BigDecimal.ZERO : value).stripTrailingZeros().toPlainString();
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    @LogRecord(type = CRM_INVOICE_TYPE, subType = CRM_INVOICE_UPDATE_SUB_TYPE, bizNo = "{{#updateReqVO.id}}",
@@ -159,21 +654,33 @@
        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；
        if (!ObjectUtils.equalsAny(oldInvoice.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus(),
        // 1.2 免审批时不限制编辑状态；正常审批仅草稿、审批中可以编辑。
        if (!bpmProcessInstanceApi.isGlobalAutoApprove()
                && !ObjectUtils.equalsAny(oldInvoice.getAuditStatus(), CrmAuditStatusEnum.DRAFT.getStatus(),
                CrmAuditStatusEnum.PROCESS.getStatus())) {
            throw exception(INVOICE_UPDATE_FAIL_EDITING_PROHIBITED);
            throw exception(INVOICE_UPDATE_FAIL_EDITING_PROHIBITED,
                    StrUtil.blankToDefault(CrmAuditStatusEnum.getNameByStatus(oldInvoice.getAuditStatus()), "未知状态"));
        }

        // 1.3 校验销售订单、销售出库单，并回填出库单号
        validateSaleOrderAndOut(updateReqVO);
        // 1.4 校验可开票金额超过上限
        validateInvoicePriceExceedsLimit(updateReqVO);

        // 2. 更新开票
        CrmInvoiceDO updateObj = BeanUtils.toBean(updateReqVO, CrmInvoiceDO.class);
        applyEntryStatus(updateObj, updateReqVO.getInvoiceNo(), oldInvoice);
        invoiceMapper.updateById(updateObj);
        // 发票号码被清空时，一并清空录入人、录入时间（updateById 会忽略 null 字段，需显式清空）
        if (StrUtil.isBlank(updateReqVO.getInvoiceNo())) {
            invoiceMapper.clearEntryInfo(updateReqVO.getId());
        }

        // 3. 增量更新发票附件
        storageAttachmentApi.updateAttachments("file", INVOICE_RECORD_TYPE, updateReqVO.getId(), updateReqVO.getBlobIds());

        // 3.1 同步收款节点（仅前端传了 paymentNodes 才覆盖，避免不传时误删）
        syncPaymentNodes(oldInvoice, updateReqVO.getPaymentNodes());

        // 4. 记录操作日志上下文
        updateReqVO.setOwnerUserId(oldInvoice.getOwnerUserId()); // 避免操作日志出现“删除负责人”的情况
@@ -216,6 +723,8 @@
        invoiceMapper.deleteById(id);
        // 2.3 删除数据权限
        permissionService.deletePermission(CrmBizTypeEnum.CRM_INVOICE.getType(), id);
        // 2.4 删除开票生成的收款节点（审批通过的开票不允许删除，故此处节点必然未产生回款）
        deletePaymentNodesByInvoiceId(id);

        // 3. 记录操作日志上下文
        LogRecordContext.putVariable("invoice", invoice);
@@ -237,6 +746,15 @@
                .setId(invoice.getId()).setContractId(invoice.getContractId()).setPrice(invoice.getPrice()));

        // 2. 创建开票审批流程实例
        // 全局免审批：业务校验通过后直接执行审批通过逻辑，无需流程模型。
        if (bpmProcessInstanceApi.isGlobalAutoApprove()) {
            invoiceMapper.updateById(new CrmInvoiceDO().setId(id).setProcessInstanceId("")
                    .setAuditStatus(CrmAuditStatusEnum.PROCESS.getStatus()));
            updateInvoiceAuditStatus(id, cn.iocoder.yudao.module.bpm.enums.task.BpmProcessInstanceStatusEnum.APPROVE.getStatus());
            LogRecordContext.putVariable("invoiceNo", invoice.getNo());
            return;
        }

        String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId, new BpmProcessInstanceCreateReqDTO()
                .setProcessDefinitionKey(BPM_PROCESS_DEFINITION_KEY).setBusinessKey(String.valueOf(id)));

@@ -301,4 +819,80 @@
        return invoiceMapper.selectCountByContractId(contractId);
    }

    @Override
    @Transactional(rollbackFor = Exception.class)
    @LogRecord(type = CRM_INVOICE_TYPE, subType = CRM_INVOICE_ENTRY_SUB_TYPE, bizNo = "{{#reqVO.id}}",
            success = CRM_INVOICE_ENTRY_SUCCESS)
    @CrmPermission(bizType = CrmBizTypeEnum.CRM_INVOICE, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.WRITE)
    public void entryInvoice(CrmInvoiceEntryReqVO reqVO) {
        // 1.1 校验存在
        CrmInvoiceDO invoice = validateInvoiceExists(reqVO.getId());
        // 1.2 只有审批通过的开票申请才能录入发票
        if (ObjectUtil.notEqual(invoice.getAuditStatus(), CrmAuditStatusEnum.APPROVE.getStatus())) {
            throw exception(INVOICE_ENTRY_FAIL_NOT_APPROVE, invoice.getNo(),
                    StrUtil.blankToDefault(CrmAuditStatusEnum.getNameByStatus(invoice.getAuditStatus()), "未知状态"));
        }
        // 1.3 发票号码不可与其他开票单重复
        String invoiceNo = reqVO.getInvoiceNo().trim();
        CrmInvoiceDO invoiceNoExists = invoiceMapper.selectByInvoiceNo(invoiceNo);
        if (invoiceNoExists != null && ObjectUtil.notEqual(invoiceNoExists.getId(), invoice.getId())) {
            throw exception(INVOICE_ENTRY_FAIL_INVOICE_NO_EXISTS, invoiceNo, invoiceNoExists.getNo());
        }

        // 2. 录入发票信息，状态置为已录入
        invoiceMapper.updateById(new CrmInvoiceDO().setId(invoice.getId())
                .setInvoiceNo(invoiceNo).setInvoiceTitle(reqVO.getInvoiceTitle())
                .setInvoiceTime(reqVO.getInvoiceTime()).setRemark(reqVO.getRemark())
                .setEntryStatus(10).setEntryUserId(getLoginUserId()).setEntryTime(LocalDateTime.now()));
        // 3. 更新发票附件
        if (reqVO.getBlobIds() != null) {
            storageAttachmentApi.updateAttachments("file", INVOICE_RECORD_TYPE, invoice.getId(), reqVO.getBlobIds());
        }
        // 4. 同步收款节点
        syncPaymentNodes(invoice, reqVO.getPaymentNodes());

        // 5. 记录操作日志上下文
        LogRecordContext.putVariable("invoiceNo", invoice.getNo());
        LogRecordContext.putVariable("entryInvoiceNo", invoiceNo);
    }

    @Override
    public List<CrmInvoiceSaleOutRespVO> getSaleOutListForInvoice(Long saleOrderId, Long excludeInvoiceId) {
        if (saleOrderId == null) {
            return ListUtil.empty();
        }
        List<MesWmProductSalesRespDTO> saleOutList = productSalesApi.getProductSalesListBySaleOrderId(saleOrderId);
        if (CollUtil.isEmpty(saleOutList)) {
            return ListUtil.empty();
        }
        List<CrmInvoiceSaleOutRespVO> result = new ArrayList<>();
        for (MesWmProductSalesRespDTO saleOut : saleOutList) {
            // 已取消的出库单不可开票
            if (ObjectUtil.equal(saleOut.getStatus(), MES_PRODUCT_SALES_STATUS_CANCELED)) {
                continue;
            }
            BigDecimal totalPrice = zeroIfNull(saleOut.getTotalPrice());
            BigDecimal invoicedPrice = sumInvoicePrice(invoiceMapper.selectListBySaleOutIdAndStatus(
                    saleOut.getId(), INVOICE_OCCUPY_STATUSES), excludeInvoiceId);
            CrmInvoiceSaleOutRespVO vo = new CrmInvoiceSaleOutRespVO();
            vo.setId(saleOut.getId());
            vo.setCode(saleOut.getCode());
            vo.setSaleOrderId(saleOut.getSaleOrderId());
            vo.setSalesOrderCode(saleOut.getSalesOrderCode());
            vo.setSalesDate(saleOut.getSalesDate());
            vo.setStatus(saleOut.getStatus());
            vo.setStatusName(productSalesStatusName(saleOut.getStatus()));
            vo.setTotalPrice(totalPrice);
            vo.setInvoicedPrice(invoicedPrice);
            vo.setRemainInvoicePrice(totalPrice.subtract(invoicedPrice));
            result.add(vo);
        }
        return result;
    }

    @Override
    public List<CrmReceivablePlanDO> getPaymentNodeListByInvoiceId(Long invoiceId) {
        return receivablePlanMapper.selectListByInvoiceId(invoiceId);
    }

}