From a647bc8a43c0212f482bee0630ebd14dca120a8a Mon Sep 17 00:00:00 2001
From: 吴羡 <16976746+Xian-TT3@user.noreply.gitee.com>
Date: 星期一, 28 九月 2026 14:13:28 +0800
Subject: [PATCH] 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
---
yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/quotation/CrmSaleQuotationServiceImpl.java | 235 +++++++++++++++++-----------------------------------------
1 files changed, 71 insertions(+), 164 deletions(-)
diff --git a/yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/quotation/CrmSaleQuotationServiceImpl.java b/yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/quotation/CrmSaleQuotationServiceImpl.java
index da476ff..a65a717 100644
--- a/yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/quotation/CrmSaleQuotationServiceImpl.java
+++ b/yudao-module-crm/src/main/java/cn/iocoder/yudao/module/crm/service/quotation/CrmSaleQuotationServiceImpl.java
@@ -1,16 +1,10 @@
package cn.iocoder.yudao.module.crm.service.quotation;
import cn.hutool.core.collection.CollUtil;
-import cn.hutool.core.lang.Assert;
+import cn.hutool.core.util.StrUtil;
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.module.bpm.api.task.BpmProcessInstanceApi;
-import cn.iocoder.yudao.module.bpm.api.task.dto.BpmProcessInstanceCreateReqDTO;
-import cn.iocoder.yudao.module.bpm.dal.dataobject.definition.BpmProcessDefinitionInfoDO;
-import cn.iocoder.yudao.module.bpm.enums.task.BpmTaskStatusEnum;
-import cn.iocoder.yudao.module.bpm.service.definition.BpmCategoryService;
-import cn.iocoder.yudao.module.bpm.service.definition.BpmProcessDefinitionService;
import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.contract.CrmContractSaveReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationPageReqVO;
import cn.iocoder.yudao.module.crm.controller.admin.quotation.vo.CrmSaleQuotationSaveReqVO;
@@ -20,17 +14,22 @@
import cn.iocoder.yudao.module.crm.dal.mysql.quotation.CrmSaleQuotationMapper;
import cn.iocoder.yudao.module.crm.dal.mysql.quotation.CrmSaleQuotationProductMapper;
import cn.iocoder.yudao.module.crm.dal.redis.no.CrmNoRedisDAO;
+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.quotation.CrmSaleQuotationStatusEnum;
import cn.iocoder.yudao.module.crm.service.business.CrmBusinessService;
import cn.iocoder.yudao.module.crm.service.contact.CrmContactService;
import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
+import cn.iocoder.yudao.module.crm.api.customer.CrmCustomerApi;
import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
+import cn.iocoder.yudao.module.system.api.storage.StorageAttachmentApi;
import cn.iocoder.yudao.module.mdm.api.item.MdmItemApi;
import cn.iocoder.yudao.module.mdm.api.item.dto.MdmItemRespDTO;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
import jakarta.annotation.Resource;
import lombok.extern.slf4j.Slf4j;
-import org.flowable.engine.repository.ProcessDefinition;
import org.springframework.stereotype.Service;
import org.springframework.transaction.annotation.Transactional;
import org.springframework.validation.annotation.Validated;
@@ -45,17 +44,12 @@
/**
* CRM 閿�鍞姤浠峰崟 Service 瀹炵幇绫�
*
- * @author 鑺嬮亾婧愮爜
+ * @author 瓒呯骇绠＄悊鍛�
*/
@Service
@Validated
@Slf4j
public class CrmSaleQuotationServiceImpl implements CrmSaleQuotationService {
-
- /**
- * 閿�鍞姤浠� BPM 鍒嗙被缂栫爜
- */
- private static final String SALE_QUOTATION_APPROVE_CATEGORY_CODE = "sale_quotation_approve";
@Resource
private CrmSaleQuotationMapper saleQuotationMapper;
@@ -71,31 +65,28 @@
@Resource
private CrmCustomerService customerService;
@Resource
+ private CrmCustomerApi customerApi;
+ @Resource
private CrmBusinessService businessService;
@Resource
private CrmContactService contactService;
@Resource
private CrmPermissionService permissionService;
@Resource
+ private StorageAttachmentApi storageAttachmentApi;
+ @Resource
private CrmContractService contractService;
-
- @Resource
- private BpmCategoryService bpmCategoryService;
- @Resource
- private BpmProcessDefinitionService bpmProcessDefinitionService;
- @Resource
- private BpmProcessInstanceApi bpmProcessInstanceApi;
@Override
@Transactional(rollbackFor = Exception.class)
public Long createSaleQuotation(CrmSaleQuotationSaveReqVO createReqVO, Long userId) {
// 1.1 鏍￠獙鐗╂枡椤圭殑鏈夋晥鎬�
List<CrmSaleQuotationProductDO> quotationProducts = validateQuotationItems(createReqVO.getItems());
- // 1.2 鐢熸垚鎶ヤ环鍗曞彿锛屽苟鏍￠獙鍞竴鎬�
- String no = noRedisDAO.generate(CrmNoRedisDAO.SALE_QUOTATION_NO_PREFIX);
- if (saleQuotationMapper.selectByNo(no) != null) {
- throw exception(SALE_QUOTATION_NO_EXISTS);
- }
+ // 1.2 纭畾鎶ヤ环鍗曞彿锛堝墠绔～鍐欏垯鐢ㄨ嚜瀹氫箟鍗曞彿锛岀暀绌哄垯鑷姩鐢熸垚锛夛紝骞舵牎楠屽敮涓�鎬�
+ String customNo = StrUtil.trim(createReqVO.getNo());
+ String no = StrUtil.isBlank(customNo)
+ ? noRedisDAO.generate(CrmNoRedisDAO.SALE_QUOTATION_NO_PREFIX) : customNo;
+ validateQuotationNoUnique(no, null);
// 1.3 鏍￠獙鍏宠仈瀛楁
validateRelationDataExists(createReqVO);
@@ -109,7 +100,13 @@
quotationProducts.forEach(p -> p.setQuotationId(saleQuotation.getId()));
saleQuotationProductMapper.insertBatch(quotationProducts);
// 2.3 鍒涘缓鏁版嵁鏉冮檺
- permissionService.createPermission(saleQuotation.getId(), userId);
+ permissionService.createPermission(new CrmPermissionCreateReqBO()
+ .setUserId(userId)
+ .setBizType(CrmBizTypeEnum.CRM_SALE_QUOTATION.getType())
+ .setBizId(saleQuotation.getId())
+ .setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
+ storageAttachmentApi.bindAttachments("file", "crm_sale_quotation",
+ saleQuotation.getId(), createReqVO.getBlobIds());
return saleQuotation.getId();
}
@@ -127,12 +124,20 @@
// 1.4 鏍￠獙鍏宠仈瀛楁
validateRelationDataExists(updateReqVO);
- // 2.1 鏇存柊鎶ヤ环鍗�
+ // 2.1 鏇存柊鎶ヤ环鍗曪紙鎶ヤ环鍗曞彿鐣欑┖琛ㄧず淇濇寔鍘熷�硷紝濉啓鍒欐牎楠屽敮涓�鎬у悗鏇挎崲锛�
CrmSaleQuotationDO updateObj = BeanUtils.toBean(updateReqVO, CrmSaleQuotationDO.class);
+ String no = StrUtil.trim(updateReqVO.getNo());
+ if (StrUtil.isBlank(no)) {
+ updateObj.setNo(saleQuotation.getNo());
+ } else {
+ validateQuotationNoUnique(no, saleQuotation.getId());
+ updateObj.setNo(no);
+ }
calculateTotalPrice(updateObj, quotationProducts);
saleQuotationMapper.updateById(updateObj);
// 2.2 鏇存柊鎶ヤ环鏄庣粏
updateQuotationProductList(updateReqVO.getId(), quotationProducts);
+ storageAttachmentApi.updateAttachments("file", "crm_sale_quotation", updateReqVO.getId(), updateReqVO.getBlobIds());
}
@Override
@@ -151,12 +156,14 @@
// 2. 閬嶅巻鍒犻櫎
saleQuotations.forEach(saleQuotation -> {
+ // 2.0 鍒犻櫎闄勪欢鍏宠仈
+ storageAttachmentApi.deleteAttachmentsByRecord("crm_sale_quotation", saleQuotation.getId());
// 2.1 鍒犻櫎鎶ヤ环鍗�
saleQuotationMapper.deleteById(saleQuotation.getId());
// 2.2 鍒犻櫎鎶ヤ环鏄庣粏
saleQuotationProductMapper.deleteByQuotationId(saleQuotation.getId());
// 2.3 鍒犻櫎鏁版嵁鏉冮檺
- permissionService.deletePermission(saleQuotation.getId());
+ permissionService.deletePermission(CrmBizTypeEnum.CRM_SALE_QUOTATION.getType(), saleQuotation.getId());
});
}
@@ -168,9 +175,22 @@
return saleQuotation;
}
+ /**
+ * 鏍￠獙鎶ヤ环鍗曞彿鍞竴锛堝惈宸查�昏緫鍒犻櫎鐨勬姤浠峰崟锛屽洜 uk_no 鍞竴绱㈠紩瑕嗙洊宸插垹闄よ锛�
+ *
+ * @param no 鎶ヤ环鍗曞彿
+ * @param selfId 鑷韩缂栧彿锛堜慨鏀规椂鎺掗櫎鑷繁锛屾柊澧炰紶 null锛�
+ */
+ private void validateQuotationNoUnique(String no, Long selfId) {
+ CrmSaleQuotationDO exists = saleQuotationMapper.selectAnyByNo(no);
+ if (exists != null && !exists.getId().equals(selfId)) {
+ throw exception(SALE_QUOTATION_NO_EXISTS, no);
+ }
+ }
+
private List<CrmSaleQuotationProductDO> validateQuotationItems(List<CrmSaleQuotationSaveReqVO.Item> list) {
// 1. 鏍￠獙鐗╂枡瀛樺湪涓斿惎鐢�
- List<Long> itemIds = convertSet(list, CrmSaleQuotationSaveReqVO.Item::getItemId);
+ Set<Long> itemIds = convertSet(list, CrmSaleQuotationSaveReqVO.Item::getItemId);
Map<Long, MdmItemRespDTO> itemMap = mdmItemApi.getItemMap(itemIds);
// 2. 杞崲涓� CrmSaleQuotationProductDO 鍒楄〃
return convertList(list, o -> BeanUtils.toBean(o, CrmSaleQuotationProductDO.class, item -> {
@@ -179,7 +199,8 @@
throw exception(SALE_QUOTATION_ITEM_NOT_EXISTS);
}
item.setItemUnitId(mdmItem.getUnitMeasureId());
- item.setItemPrice(mdmItem.getSalesPrice());
+ // 鐗╂枡鍘熶环锛屽鏋� MDM 涓病鏈夊垯榛樿涓� 0
+ item.setItemPrice(mdmItem.getSalesPrice() != null ? mdmItem.getSalesPrice() : BigDecimal.ZERO);
if (item.getQuotationPrice() != null && item.getCount() != null) {
item.setTotalPrice(MoneyUtils.priceMultiply(item.getQuotationPrice(), item.getCount()));
if (item.getTaxPercent() != null) {
@@ -223,12 +244,13 @@
private void calculateTotalPrice(CrmSaleQuotationDO saleQuotation, List<CrmSaleQuotationProductDO> items) {
saleQuotation.setTotalProductPrice(getSumValue(items, CrmSaleQuotationProductDO::getTotalPrice, BigDecimal::add, BigDecimal.ZERO));
- saleQuotation.setTotalTaxPrice(getSumValue(items, CrmSaleQuotationProductDO::getTaxPrice, BigDecimal::add, BigDecimal.ZERO));
+ BigDecimal totalTaxPrice = getSumValue(items, CrmSaleQuotationProductDO::getTaxPrice, BigDecimal::add, BigDecimal.ZERO);
+ saleQuotation.setTaxPrice(totalTaxPrice);
// 璁＄畻浼樻儬浠锋牸
if (saleQuotation.getDiscountPercent() == null) {
saleQuotation.setDiscountPercent(BigDecimal.ZERO);
}
- BigDecimal basePrice = saleQuotation.getTotalProductPrice().add(saleQuotation.getTotalTaxPrice());
+ BigDecimal basePrice = saleQuotation.getTotalProductPrice().add(totalTaxPrice);
saleQuotation.setDiscountPrice(MoneyUtils.priceMultiplyPercent(basePrice, saleQuotation.getDiscountPercent()));
saleQuotation.setTotalPrice(basePrice.subtract(saleQuotation.getDiscountPrice()));
}
@@ -240,7 +262,9 @@
@Override
public PageResult<CrmSaleQuotationDO> getSaleQuotationPage(CrmSaleQuotationPageReqVO pageReqVO, Long userId) {
- return saleQuotationMapper.selectPage(pageReqVO, userId);
+ // 鑾峰彇鐢ㄦ埛鏈夋潈闄愮殑瀹㈡埛 ID 鍒楄〃
+ List<Long> permittedCustomerIds = customerApi.getPermittedCustomerIds();
+ return saleQuotationMapper.selectPage(pageReqVO, userId, permittedCustomerIds);
}
@Override
@@ -268,138 +292,11 @@
@Override
@Transactional(rollbackFor = Exception.class)
- public void submitSaleQuotation(Long id, String processDefinitionKey, Long userId) {
+ public Long convertToContract(Long id, Long userId) {
// 1. 鏍￠獙鎶ヤ环鍗曞瓨鍦ㄤ笖涓鸿崏绋跨姸鎬�
CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) {
- throw exception(SALE_QUOTATION_SUBMIT_FAIL_NOT_DRAFT);
- }
-
- // 2. 鏍￠獙鍒嗙被鍜屾祦绋嬪畾涔夋槸鍚﹀瓨鍦�
- validateSaleQuotationApproveCategoryAndProcessDefinition();
-
- // 3. 鏍￠獙浼犲叆鐨勬祦绋嬪畾涔� Key 鏄惁灞炰簬璇ュ垎绫讳笖澶勪簬婵�娲荤姸鎬�
- ProcessDefinition processDefinition = bpmProcessDefinitionService.getActiveProcessDefinition(processDefinitionKey);
- if (processDefinition == null) {
- throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
- }
-
- // 4. 鍒涘缓娴佺▼瀹炰緥
- String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId,
- new BpmProcessInstanceCreateReqDTO()
- .setProcessDefinitionKey(processDefinitionKey)
- .setBusinessKey(String.valueOf(id)));
-
- // 5. 鏇存柊鎶ヤ环鍗曠姸鎬�
- saleQuotationMapper.updateById(new CrmSaleQuotationDO()
- .setId(id)
- .setProcessInstanceId(processInstanceId)
- .setStatus(CrmSaleQuotationStatusEnum.PROCESS.getStatus()));
- }
-
- /**
- * 鏍￠獙 BPM 閿�鍞姤浠峰鎵瑰垎绫诲拰娴佺▼瀹氫箟鏄惁瀛樺湪
- */
- private void validateSaleQuotationApproveCategoryAndProcessDefinition() {
- // 1. 鏍￠獙鍒嗙被鏄惁瀛樺湪
- List<String> codes = Collections.singletonList(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
- Map<String, ?> categoryMap = bpmCategoryService.getCategoryMap(codes);
- if (!categoryMap.containsKey(SALE_QUOTATION_APPROVE_CATEGORY_CODE)) {
- throw exception(SALE_QUOTATION_BPM_CATEGORY_NOT_EXISTS);
- }
-
- // 2. 鏍￠獙鍒嗙被涓嬫槸鍚︽湁鍙敤鐨勬祦绋嬪畾涔�
- List<BpmProcessDefinitionInfoDO> definitionInfoList = bpmProcessDefinitionService
- .getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
- if (CollUtil.isEmpty(definitionInfoList)) {
- throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
- }
-
- // 3. 鏍￠獙鏄惁鏈夋縺娲荤姸鎬佺殑娴佺▼瀹氫箟
- Set<String> processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId);
- List<ProcessDefinition> processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds);
- boolean hasActiveDefinition = processDefinitions.stream()
- .anyMatch(pd -> !pd.isSuspended());
- if (!hasActiveDefinition) {
- throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS);
- }
- }
-
- @Override
- public void updateSaleQuotationAuditStatus(Long id, Integer bpmResult) {
- // 1. 鏍￠獙鎶ヤ环鍗曞瓨鍦ㄤ笖涓哄鎵逛腑鐘舵��
- CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
- if (!CrmSaleQuotationStatusEnum.PROCESS.getStatus().equals(saleQuotation.getStatus())) {
- log.error("[updateSaleQuotationAuditStatus] 鎶ヤ环鍗�({}) 涓嶅浜庡鎵逛腑", id);
- throw exception(SALE_QUOTATION_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS);
- }
-
- // 2. 杞崲瀹℃壒缁撴灉
- Integer auditStatus = convertBpmResultToAuditStatus(bpmResult);
- saleQuotationMapper.updateById(new CrmSaleQuotationDO()
- .setId(id)
- .setStatus(auditStatus));
- }
-
- /**
- * BPM 瀹℃壒缁撴灉杞崲
- */
- private Integer convertBpmResultToAuditStatus(Integer bpmResult) {
- Integer auditStatus = BpmTaskStatusEnum.APPROVE.getStatus().equals(bpmResult)
- ? CrmSaleQuotationStatusEnum.APPROVE.getStatus()
- : BpmTaskStatusEnum.REJECT.getStatus().equals(bpmResult)
- ? CrmSaleQuotationStatusEnum.REJECT.getStatus()
- : BpmTaskStatusEnum.CANCEL.getStatus().equals(bpmResult)
- ? CrmSaleQuotationStatusEnum.CANCEL.getStatus() : null;
- Assert.notNull(auditStatus, "BPM 瀹℃壒缁撴灉({}) 杞崲澶辫触", bpmResult);
- return auditStatus;
- }
-
- @Override
- public List<Map<String, Object>> getSaleQuotationApproveProcessDefinitionList() {
- // 1. 鏍￠獙鍒嗙被鍜屾祦绋嬪畾涔夋槸鍚﹀瓨鍦�
- validateSaleQuotationApproveCategoryAndProcessDefinition();
-
- // 2. 鑾峰彇鍒嗙被涓嬬殑娴佺▼瀹氫箟淇℃伅
- List<BpmProcessDefinitionInfoDO> definitionInfoList = bpmProcessDefinitionService
- .getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE);
-
- // 3. 鑾峰彇娴佺▼瀹氫箟璇︽儏
- Set<String> processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId);
- List<ProcessDefinition> processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds);
-
- // 4. 杩囨护锛氬彧淇濈暀婵�娲荤姸鎬侊紝涓旂浉鍚� key 鍙繚鐣欐渶鏂扮増鏈�
- Map<String, ProcessDefinition> latestVersionMap = new HashMap<>();
- for (ProcessDefinition pd : processDefinitions) {
- if (pd.isSuspended()) {
- continue;
- }
- ProcessDefinition existing = latestVersionMap.get(pd.getKey());
- if (existing == null || pd.getVersion() > existing.getVersion()) {
- latestVersionMap.put(pd.getKey(), pd);
- }
- }
-
- // 5. 杩斿洖娴佺▼瀹氫箟鍒楄〃
- List<Map<String, Object>> result = new ArrayList<>();
- for (ProcessDefinition pd : latestVersionMap.values()) {
- Map<String, Object> item = new HashMap<>();
- item.put("id", pd.getId());
- item.put("key", pd.getKey());
- item.put("name", pd.getName());
- item.put("version", pd.getVersion());
- result.add(item);
- }
- return result;
- }
-
- @Override
- @Transactional(rollbackFor = Exception.class)
- public Long convertToContract(Long id, Long userId) {
- // 1. 鏍￠獙鎶ヤ环鍗曞瓨鍦ㄤ笖宸插鎵归�氳繃
- CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id);
- if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())) {
- throw exception(SALE_QUOTATION_NOT_APPROVE);
+ throw exception(SALE_QUOTATION_CONVERT_FAIL_NOT_DRAFT, saleQuotation.getNo());
}
// 鏍￠獙鏄惁宸茶浆鍚堝悓
if (saleQuotation.getContractId() != null) {
@@ -429,7 +326,7 @@
});
contractVO.setProducts(contractProducts);
- // 4. 鍒涘缓鍚堝悓
+ // 4. 鍒涘缓鍚堝悓锛堜細鑷姩妫�娴嬪悎鍚屽鎵规祦绋嬪苟鎻愪氦瀹℃壒锛�
Long contractId = contractService.createContract(contractVO, userId);
// 5. 鏇存柊鎶ヤ环鍗曞叧鑱斾俊鎭�
@@ -443,4 +340,14 @@
return contractId;
}
+ @Override
+ public CrmSaleQuotationDO getByContractId(Long id) {
+ return saleQuotationMapper.selectOne(new LambdaQueryWrapper<CrmSaleQuotationDO>().eq(CrmSaleQuotationDO::getContractId,id));
+ }
+
+ @Override
+ public void clearContractReference(Long quotationId) {
+ saleQuotationMapper.clearContractReference(quotationId);
+ }
+
}
\ No newline at end of file
--
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