package cn.iocoder.yudao.module.crm.service.quotation; import cn.hutool.core.collection.CollUtil; import cn.hutool.core.util.ObjUtil; import cn.hutool.core.util.StrUtil; import cn.iocoder.yudao.framework.common.exception.ServiceException; import cn.iocoder.yudao.framework.common.pojo.PageResult; import cn.iocoder.yudao.framework.common.util.json.JsonUtils; 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.BpmProcessInstanceStatusEnum; 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; import cn.iocoder.yudao.module.crm.dal.dataobject.bidbond.CrmBidBondDO; import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO; 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.mysql.bidbond.CrmBidBondMapper; 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.mysql.quotation.CrmSaleQuotationRevisionMapper; import cn.iocoder.yudao.module.crm.dal.redis.no.CrmNoRedisDAO; import cn.iocoder.yudao.module.crm.enums.bidbond.CrmBidResultEnum; 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.enums.quotation.CrmSaleQuotationVoidTypeEnum; 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 com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper; 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; import java.math.BigDecimal; import java.time.LocalDateTime; import java.time.format.DateTimeFormatter; import java.util.*; import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception; import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*; import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId; import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*; /** * CRM 销售报价单 Service 实现类 * * @author 超级管理员 */ @Service @Validated @Slf4j public class CrmSaleQuotationServiceImpl implements CrmSaleQuotationService { /** * BPM 销售报价审批分类编码 */ private static final String SALE_QUOTATION_APPROVE_CATEGORY_CODE = "sale_quotation_approve"; private static final DateTimeFormatter DATE_FORMATTER = DateTimeFormatter.ofPattern("yyyy-MM-dd"); @Resource private CrmSaleQuotationMapper saleQuotationMapper; @Resource private CrmSaleQuotationProductMapper saleQuotationProductMapper; @Resource private CrmSaleQuotationRevisionMapper revisionMapper; @Resource private CrmBidBondMapper bidBondMapper; @Resource private CrmSaleQuotationExpiryHelper expiryHelper; @Resource private CrmNoRedisDAO noRedisDAO; @Resource private MdmItemApi mdmItemApi; @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 BpmProcessInstanceApi bpmProcessInstanceApi; @Resource private BpmCategoryService bpmCategoryService; @Resource private BpmProcessDefinitionService bpmProcessDefinitionService; @Override @Transactional(rollbackFor = Exception.class) public Long createSaleQuotation(CrmSaleQuotationSaveReqVO createReqVO, Long userId) { // 1.1 校验物料项的有效性 List quotationProducts = validateQuotationItems(createReqVO.getItems()); // 1.2 确定报价单号(前端填写则用自定义单号,留空则自动生成),并校验唯一性 String customNo = StrUtil.trim(createReqVO.getNo()); String no = StrUtil.isBlank(customNo) ? noRedisDAO.generate(CrmNoRedisDAO.SALE_QUOTATION_NO_PREFIX) : customNo; validateQuotationNoUnique(no, null); // 1.3 校验关联字段 validateRelationDataExists(createReqVO); // 2.1 插入报价单 CrmSaleQuotationDO saleQuotation = BeanUtils.toBean(createReqVO, CrmSaleQuotationDO.class, q -> q .setNo(no) .setNeedBid(!Boolean.FALSE.equals(createReqVO.getNeedBid())) .setStatus(CrmSaleQuotationStatusEnum.DRAFT.getStatus())); calculateTotalPrice(saleQuotation, quotationProducts); saleQuotationMapper.insert(saleQuotation); // 2.2 插入报价明细 quotationProducts.forEach(p -> p.setQuotationId(saleQuotation.getId())); saleQuotationProductMapper.insertBatch(quotationProducts); // 2.3 创建数据权限 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(); } @Override @Transactional(rollbackFor = Exception.class) public void updateSaleQuotation(CrmSaleQuotationSaveReqVO updateReqVO) { // 1.1 校验存在,并处理过期 CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(updateReqVO.getId()); expiryHelper.expireIfNeeded(saleQuotation); validateNotVoid(saleQuotation); // 1.2 校验状态:草稿可直接修改;绑定投标且投标未中标时,允许修改已审批的报价单重新报价 boolean requote = false; if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) { requote = canRequote(saleQuotation); if (!requote) { throw exception(SALE_QUOTATION_REQUOTE_FAIL_NOT_LOST, saleQuotation.getNo(), getStatusName(saleQuotation.getStatus())); } } // 1.3 校验物料项的有效性 List quotationProducts = validateQuotationItems(updateReqVO.getItems()); // 1.4 校验关联字段 validateRelationDataExists(updateReqVO); // 2.1 更新报价单(报价单号留空表示保持原值,填写则校验唯一性后替换) 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 重新报价:重置为草稿并清空上一轮流程实例,等待重新提交 if (requote) { saleQuotationMapper.resetToDraft(saleQuotation.getId()); } // 2.3 更新报价明细 updateQuotationProductList(updateReqVO.getId(), quotationProducts); storageAttachmentApi.updateAttachments("file", "crm_sale_quotation", updateReqVO.getId(), updateReqVO.getBlobIds()); } @Override @Transactional(rollbackFor = Exception.class) public void deleteSaleQuotation(List ids) { // 1. 校验不处于非草稿状态 List saleQuotations = saleQuotationMapper.selectByIds(ids); if (CollUtil.isEmpty(saleQuotations)) { return; } saleQuotations.forEach(saleQuotation -> { if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus())) { throw exception(SALE_QUOTATION_DELETE_FAIL_NOT_DRAFT, saleQuotation.getNo()); } if (saleQuotation.getBidBondId() != null) { throw exception(SALE_QUOTATION_DELETE_FAIL_BOUND, saleQuotation.getNo(), saleQuotation.getBidBondNo()); } }); // 2. 遍历删除 saleQuotations.forEach(saleQuotation -> { // 2.0 删除附件关联 storageAttachmentApi.deleteAttachmentsByRecord("crm_sale_quotation", saleQuotation.getId()); // 2.1 删除报价单 saleQuotationMapper.deleteById(saleQuotation.getId()); // 2.2 删除报价明细 saleQuotationProductMapper.deleteByQuotationId(saleQuotation.getId()); // 2.3 删除数据权限 permissionService.deletePermission(CrmBizTypeEnum.CRM_SALE_QUOTATION.getType(), saleQuotation.getId()); }); } @Override @Transactional(rollbackFor = Exception.class) public void submitSaleQuotation(Long id, String processDefinitionKey, Long userId) { // 1. 校验报价单存在且为草稿状态(先处理过期,避免提交已失效的报价) CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id); expiryHelper.expireIfNeeded(saleQuotation); validateNotVoid(saleQuotation); if (ObjUtil.notEqual(saleQuotation.getStatus(), CrmSaleQuotationStatusEnum.DRAFT.getStatus())) { throw exception(SALE_QUOTATION_SUBMIT_FAIL_NOT_DRAFT, saleQuotation.getNo()); } // 1.1 记录本轮报价流水(含报价快照与明细 JSON) recordRevision(saleQuotation, userId); // 2. 全局免审批:直接置为审批通过,无需流程模型 if (bpmProcessInstanceApi.isGlobalAutoApprove()) { saleQuotationMapper.updateById(new CrmSaleQuotationDO().setId(id).setProcessInstanceId("") .setStatus(CrmSaleQuotationStatusEnum.PROCESS.getStatus())); updateSaleQuotationAuditStatus(id, BpmProcessInstanceStatusEnum.APPROVE.getStatus()); return; } // 3. 校验审批分类和流程定义 validateSaleQuotationApproveCategoryAndProcessDefinition(); ProcessDefinition processDefinition = bpmProcessDefinitionService.getActiveProcessDefinition(processDefinitionKey); if (processDefinition == null) { throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS); } // 4. 创建审批流程实例 String processInstanceId = bpmProcessInstanceApi.createProcessInstance(userId, new BpmProcessInstanceCreateReqDTO() .setProcessDefinitionKey(processDefinitionKey).setBusinessKey(String.valueOf(id))); // 5. 更新流程实例编号和状态 saleQuotationMapper.updateById(new CrmSaleQuotationDO().setId(id).setProcessInstanceId(processInstanceId) .setStatus(CrmSaleQuotationStatusEnum.PROCESS.getStatus())); } @Override public void updateSaleQuotationAuditStatus(Long id, Integer bpmResult) { // 1.1 校验报价单是否存在 CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id); // 1.2 只有审批中,才可以更新审批结果 if (ObjUtil.notEqual(saleQuotation.getStatus(), CrmSaleQuotationStatusEnum.PROCESS.getStatus())) { log.error("[updateSaleQuotationAuditStatus][报价单({}) 不处于审批中,无法更新审批结果({})]", saleQuotation.getNo(), bpmResult); throw exception(SALE_QUOTATION_UPDATE_AUDIT_STATUS_FAIL_NOT_PROCESS, saleQuotation.getNo()); } // 2. 转换 BPM 审批结果并更新 Integer status; if (ObjUtil.equal(bpmResult, BpmProcessInstanceStatusEnum.APPROVE.getStatus())) { status = CrmSaleQuotationStatusEnum.APPROVE.getStatus(); } else if (ObjUtil.equal(bpmResult, BpmProcessInstanceStatusEnum.REJECT.getStatus())) { status = CrmSaleQuotationStatusEnum.REJECT.getStatus(); } else if (ObjUtil.equal(bpmResult, BpmProcessInstanceStatusEnum.CANCEL.getStatus())) { status = CrmSaleQuotationStatusEnum.CANCEL.getStatus(); } else { log.warn("[updateSaleQuotationAuditStatus][报价单({}) 收到未知审批结果({}),忽略]", id, bpmResult); return; } saleQuotationMapper.updateById(new CrmSaleQuotationDO().setId(id).setStatus(status)); } @Override public List> getSaleQuotationApproveProcessDefinitionList() { validateSaleQuotationApproveCategoryAndProcessDefinition(); List definitionInfoList = bpmProcessDefinitionService .getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE); Set processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId); List processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds); // 只保留激活状态,且相同 key 只保留最新版本 Map 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); } } List> result = new ArrayList<>(); for (ProcessDefinition pd : latestVersionMap.values()) { Map 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; } /** * 校验 BPM 销售报价审批分类和流程定义是否存在 */ private void validateSaleQuotationApproveCategoryAndProcessDefinition() { List codes = Collections.singletonList(SALE_QUOTATION_APPROVE_CATEGORY_CODE); Map categoryMap = bpmCategoryService.getCategoryMap(codes); if (!categoryMap.containsKey(SALE_QUOTATION_APPROVE_CATEGORY_CODE)) { throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS); } List definitionInfoList = bpmProcessDefinitionService .getProcessDefinitionInfoListByCategory(SALE_QUOTATION_APPROVE_CATEGORY_CODE); if (CollUtil.isEmpty(definitionInfoList)) { throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS); } Set processDefinitionIds = convertSet(definitionInfoList, BpmProcessDefinitionInfoDO::getProcessDefinitionId); List processDefinitions = bpmProcessDefinitionService.getProcessDefinitionList(processDefinitionIds); boolean hasActiveDefinition = processDefinitions.stream().anyMatch(pd -> !pd.isSuspended()); if (!hasActiveDefinition) { throw exception(SALE_QUOTATION_BPM_PROCESS_DEFINITION_NOT_EXISTS); } } private CrmSaleQuotationDO validateSaleQuotationExists(Long id) { CrmSaleQuotationDO saleQuotation = saleQuotationMapper.selectById(id); if (saleQuotation == null) { throw exception(SALE_QUOTATION_NOT_EXISTS); } return saleQuotation; } /** * 校验报价单号唯一(含已逻辑删除的报价单,因 uk_no 唯一索引覆盖已删除行) * * @param no 报价单号 * @param selfId 自身编号(修改时排除自己,新增传 null) */ 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 validateQuotationItems(List list) { // 1. 校验物料存在且启用 Set itemIds = convertSet(list, CrmSaleQuotationSaveReqVO.Item::getItemId); Map itemMap = mdmItemApi.getItemMap(itemIds); // 2. 转换为 CrmSaleQuotationProductDO 列表 return convertList(list, o -> BeanUtils.toBean(o, CrmSaleQuotationProductDO.class, item -> { MdmItemRespDTO mdmItem = itemMap.get(item.getItemId()); if (mdmItem == null) { throw exception(SALE_QUOTATION_ITEM_NOT_EXISTS); } item.setItemUnitId(mdmItem.getUnitMeasureId()); // 物料原价,如果 MDM 中没有则默认为 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) { item.setTaxPrice(MoneyUtils.priceMultiplyPercent(item.getTotalPrice(), item.getTaxPercent())); } } })); } private void validateRelationDataExists(CrmSaleQuotationSaveReqVO reqVO) { // 1. 校验客户 customerService.validateCustomer(reqVO.getCustomerId()); // 2. 校验商机(可选) if (reqVO.getBusinessId() != null) { businessService.validateBusiness(reqVO.getBusinessId()); } // 3. 校验联系人(可选) if (reqVO.getContactId() != null) { contactService.validateContact(reqVO.getContactId()); } } private void updateQuotationProductList(Long id, List newList) { // 第一步,对比新老数据,获得添加、修改、删除的列表 List oldList = saleQuotationProductMapper.selectListByQuotationId(id); List> diffList = diffList(oldList, newList, (oldVal, newVal) -> oldVal.getId().equals(newVal.getId())); // 第二步,批量添加、修改、删除 if (CollUtil.isNotEmpty(diffList.get(0))) { diffList.get(0).forEach(o -> o.setQuotationId(id)); saleQuotationProductMapper.insertBatch(diffList.get(0)); } if (CollUtil.isNotEmpty(diffList.get(1))) { saleQuotationProductMapper.updateBatch(diffList.get(1)); } if (CollUtil.isNotEmpty(diffList.get(2))) { saleQuotationProductMapper.deleteByIds(convertList(diffList.get(2), CrmSaleQuotationProductDO::getId)); } } private void calculateTotalPrice(CrmSaleQuotationDO saleQuotation, List items) { saleQuotation.setTotalProductPrice(getSumValue(items, CrmSaleQuotationProductDO::getTotalPrice, BigDecimal::add, BigDecimal.ZERO)); BigDecimal totalTaxPrice = getSumValue(items, CrmSaleQuotationProductDO::getTaxPrice, BigDecimal::add, BigDecimal.ZERO); saleQuotation.setTaxPrice(totalTaxPrice); // 计算优惠价格 if (saleQuotation.getDiscountPercent() == null) { saleQuotation.setDiscountPercent(BigDecimal.ZERO); } BigDecimal basePrice = saleQuotation.getTotalProductPrice().add(totalTaxPrice); saleQuotation.setDiscountPrice(MoneyUtils.priceMultiplyPercent(basePrice, saleQuotation.getDiscountPercent())); saleQuotation.setTotalPrice(basePrice.subtract(saleQuotation.getDiscountPrice())); } @Override public CrmSaleQuotationDO getSaleQuotation(Long id) { CrmSaleQuotationDO quotation = saleQuotationMapper.selectById(id); expiryHelper.expireIfNeeded(quotation); return quotation; } @Override public PageResult getSaleQuotationPage(CrmSaleQuotationPageReqVO pageReqVO, Long userId) { // 获取用户有权限的客户 ID 列表 List permittedCustomerIds = customerApi.getPermittedCustomerIds(); PageResult pageResult = saleQuotationMapper.selectPage(pageReqVO, userId, permittedCustomerIds); expiryHelper.expireIfNeeded(pageResult.getList()); return pageResult; } @Override public PageResult getSaleQuotationPageByCustomerId(CrmSaleQuotationPageReqVO pageReqVO) { PageResult pageResult = saleQuotationMapper.selectPageByCustomerId(pageReqVO); expiryHelper.expireIfNeeded(pageResult.getList()); return pageResult; } @Override public PageResult getSaleQuotationPageByBusinessId(CrmSaleQuotationPageReqVO pageReqVO) { PageResult pageResult = saleQuotationMapper.selectPageByBusinessId(pageReqVO); expiryHelper.expireIfNeeded(pageResult.getList()); return pageResult; } @Override public List getSaleQuotationProductListByQuotationId(Long quotationId) { return saleQuotationProductMapper.selectListByQuotationId(quotationId); } @Override public List getSaleQuotationProductListByQuotationIds(Collection quotationIds) { if (CollUtil.isEmpty(quotationIds)) { return Collections.emptyList(); } return saleQuotationProductMapper.selectListByQuotationIds(quotationIds); } @Override @Transactional(rollbackFor = Exception.class) public Long convertToContract(Long id, Long userId) { // 1. 校验报价单存在,并处理过期 CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id); expiryHelper.expireIfNeeded(saleQuotation); validateNotVoid(saleQuotation); // 1.1 需要投标的报价单:必须先绑定投标 boolean needBid = !Boolean.FALSE.equals(saleQuotation.getNeedBid()); if (needBid && saleQuotation.getBidBondId() == null) { throw exception(SALE_QUOTATION_CONVERT_FAIL_BID_REQUIRED, saleQuotation.getNo()); } // 1.2 绑定投标的报价单:必须已中标,且是该投标当前绑定的报价单 if (saleQuotation.getBidBondId() != null) { CrmBidBondDO bidBond = bidBondMapper.selectById(saleQuotation.getBidBondId()); if (bidBond == null) { throw new ServiceException(BID_BOND_NOT_EXISTS.getCode(), "销售报价单[" + saleQuotation.getNo() + "]关联的投标(ID=" + saleQuotation.getBidBondId() + ")不存在,无法转合同;请先在投标保证金中重新关联投标,或解除报价单绑定。"); } if (!CrmBidResultEnum.WON.getResult().equals(bidBond.getBidResult())) { throw exception(SALE_QUOTATION_CONVERT_FAIL_BID_NOT_WON, saleQuotation.getNo(), bidBond.getNo(), getBidResultName(bidBond.getBidResult())); } if (!saleQuotation.getId().equals(bidBond.getQuotationId())) { throw exception(SALE_QUOTATION_CONVERT_FAIL_BID_QUOTATION_MISMATCH, saleQuotation.getNo(), bidBond.getNo()); } if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())) { throw exception(SALE_QUOTATION_CONVERT_FAIL_NOT_DRAFT, saleQuotation.getNo(), getStatusName(saleQuotation.getStatus())); } } else if (!CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus()) && !CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus())) { throw exception(SALE_QUOTATION_CONVERT_FAIL_NOT_DRAFT, saleQuotation.getNo(), getStatusName(saleQuotation.getStatus())); } // 1.2 校验是否已转合同 if (saleQuotation.getContractId() != null) { throw exception(SALE_QUOTATION_CONTRACT_EXISTS); } // 2. 获取报价明细 List quotationProducts = saleQuotationProductMapper.selectListByQuotationId(id); // 3. 构建合同创建 VO CrmContractSaveReqVO contractVO = new CrmContractSaveReqVO(); contractVO.setName(saleQuotation.getName() + "-合同"); contractVO.setCustomerId(saleQuotation.getCustomerId()); contractVO.setBusinessId(saleQuotation.getBusinessId()); contractVO.setOwnerUserId(saleQuotation.getOwnerUserId()); contractVO.setOrderDate(saleQuotation.getQuotationTime()); contractVO.setDiscountPercent(saleQuotation.getDiscountPercent()); contractVO.setRemark("由报价单[" + saleQuotation.getNo() + "]生成"); // 转换明细项:报价单物料 -> 合同产品 List contractProducts = convertList(quotationProducts, qp -> { CrmContractSaveReqVO.Product product = new CrmContractSaveReqVO.Product(); product.setItemId(qp.getItemId()); product.setItemPrice(qp.getItemPrice()); product.setContractPrice(qp.getQuotationPrice()); product.setCount(qp.getCount()); return product; }); contractVO.setProducts(contractProducts); // 4. 创建合同(会自动检测合同审批流程并提交审批) Long contractId = contractService.createContract(contractVO, userId); // 5. 更新报价单关联信息 CrmContractDO contract = contractService.getContract(contractId); saleQuotationMapper.updateById(new CrmSaleQuotationDO() .setId(id) .setContractId(contractId) .setContractNo(contract.getNo()) .setStatus(CrmSaleQuotationStatusEnum.CONVERTED.getStatus())); return contractId; } @Override public CrmSaleQuotationDO getByContractId(Long id) { return saleQuotationMapper.selectOne(new LambdaQueryWrapper().eq(CrmSaleQuotationDO::getContractId,id)); } @Override public void clearContractReference(Long quotationId) { saleQuotationMapper.clearContractReference(quotationId); } @Override @Transactional(rollbackFor = Exception.class) public void voidSaleQuotation(Long id, String reason) { // 1.1 校验作废原因 String trimmedReason = StrUtil.trim(reason); if (StrUtil.isBlank(trimmedReason)) { throw exception(SALE_QUOTATION_VOID_REASON_REQUIRED); } if (trimmedReason.length() > 500) { throw new ServiceException(SALE_QUOTATION_VOID_REASON_REQUIRED.getCode(), "作废原因不能超过 500 个字符,当前为 " + trimmedReason.length() + " 个字符,请精简后重试"); } // 1.2 校验报价单存在,并处理过期(已过期则按超期作废提示,不再走手动作废) CrmSaleQuotationDO saleQuotation = validateSaleQuotationExists(id); expiryHelper.expireIfNeeded(saleQuotation); validateNotVoid(saleQuotation); // 1.3 已中标的报价单不允许作废,否则合同闭环断裂 if (saleQuotation.getBidBondId() != null) { CrmBidBondDO bidBond = bidBondMapper.selectById(saleQuotation.getBidBondId()); if (bidBond != null && CrmBidResultEnum.WON.getResult().equals(bidBond.getBidResult())) { throw exception(SALE_QUOTATION_VOID_FAIL_WON, saleQuotation.getNo()); } } // 1.4 校验当前状态是否允许作废 boolean wasProcessing = CrmSaleQuotationStatusEnum.PROCESS.getStatus().equals(saleQuotation.getStatus()); if (!wasProcessing && !CrmSaleQuotationStatusEnum.DRAFT.getStatus().equals(saleQuotation.getStatus()) && !CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus()) && !CrmSaleQuotationStatusEnum.REJECT.getStatus().equals(saleQuotation.getStatus())) { throw exception(SALE_QUOTATION_VOID_FAIL_STATUS, saleQuotation.getNo(), getStatusName(saleQuotation.getStatus())); } // 2.1 先落库为已作废,BPM 撤销回调只处理审批中状态,不会覆盖本状态 saleQuotationMapper.updateById(new CrmSaleQuotationDO() .setId(id) .setStatus(CrmSaleQuotationStatusEnum.VOID.getStatus()) .setVoidType(CrmSaleQuotationVoidTypeEnum.MANUAL.getType()) .setVoidReason(trimmedReason) .setVoidTime(LocalDateTime.now()) .setVoidBy(getLoginUserId())); // 2.2 审批中的报价单同步撤销流程,避免审批人继续处理已作废的报价 if (wasProcessing) { cancelProcessQuietly(saleQuotation.getProcessInstanceId(), trimmedReason); } } @Override public List getSaleQuotationRevisionList(Long quotationId) { validateSaleQuotationExists(quotationId); return revisionMapper.selectListByQuotationId(quotationId); } @Override public List getBindableQuotationList(Long customerId, Long bidBondId) { if (customerId == null) { return Collections.emptyList(); } List quotations = saleQuotationMapper.selectListByCustomerIdAndStatuses(customerId, List.of(CrmSaleQuotationStatusEnum.DRAFT.getStatus(), CrmSaleQuotationStatusEnum.APPROVE.getStatus(), CrmSaleQuotationStatusEnum.REJECT.getStatus())); // 过期报价单会动态作废,需先从候选中剔除 expiryHelper.expireIfNeeded(quotations); return quotations.stream() .filter(q -> q.getBidBondId() == null || Objects.equals(q.getBidBondId(), bidBondId)) .collect(java.util.stream.Collectors.toList()); } /** * 记录本轮报价流水,供二次/三次报价追溯。 */ private void recordRevision(CrmSaleQuotationDO saleQuotation, Long userId) { int revisionNo = (saleQuotation.getRevisionNo() == null ? 0 : saleQuotation.getRevisionNo()) + 1; if (revisionMapper.selectByQuotationIdAndRevisionNo(saleQuotation.getId(), revisionNo) != null) { throw exception(SALE_QUOTATION_REVISION_EXISTS, saleQuotation.getNo(), revisionNo); } List products = saleQuotationProductMapper.selectListByQuotationId(saleQuotation.getId()); revisionMapper.insert(CrmSaleQuotationRevisionDO.builder() .quotationId(saleQuotation.getId()) .quotationNo(saleQuotation.getNo()) .revisionNo(revisionNo) .bidBondId(saleQuotation.getBidBondId()) .bidBondNo(saleQuotation.getBidBondNo()) .customerId(saleQuotation.getCustomerId()) .name(saleQuotation.getName()) .quotationTime(saleQuotation.getQuotationTime()) .validUntil(saleQuotation.getValidUntil()) .totalProductPrice(saleQuotation.getTotalProductPrice()) .discountPercent(saleQuotation.getDiscountPercent()) .discountPrice(saleQuotation.getDiscountPrice()) .totalPrice(saleQuotation.getTotalPrice()) .taxRate(saleQuotation.getTaxRate()) .taxPrice(saleQuotation.getTaxPrice()) .itemsSnapshot(buildItemsSnapshot(products)) .status(CrmSaleQuotationStatusEnum.PROCESS.getStatus()) .submitUserId(userId) .submitTime(LocalDateTime.now()) .build()); // 同步报价单轮次 saleQuotationMapper.updateById(new CrmSaleQuotationDO() .setId(saleQuotation.getId()) .setRevisionNo(revisionNo)); saleQuotation.setRevisionNo(revisionNo); // 同步投标记录上的当前报价轮次 if (saleQuotation.getBidBondId() != null) { bidBondMapper.updateById(new CrmBidBondDO() .setId(saleQuotation.getBidBondId()) .setQuotationRound(revisionNo)); } } /** * 是否允许重新报价:绑定投标、报价已审批过、且投标结果为「未中标」。 */ private boolean canRequote(CrmSaleQuotationDO saleQuotation) { if (saleQuotation.getBidBondId() == null) { return false; } if (!CrmSaleQuotationStatusEnum.APPROVE.getStatus().equals(saleQuotation.getStatus()) && !CrmSaleQuotationStatusEnum.REJECT.getStatus().equals(saleQuotation.getStatus())) { return false; } CrmBidBondDO bidBond = bidBondMapper.selectById(saleQuotation.getBidBondId()); return bidBond != null && CrmBidResultEnum.LOST.getResult().equals(bidBond.getBidResult()); } /** * 已作废的报价单不允许继续操作,按作废类型给出精确提示。 */ private void validateNotVoid(CrmSaleQuotationDO saleQuotation) { if (!CrmSaleQuotationStatusEnum.VOID.getStatus().equals(saleQuotation.getStatus())) { return; } if (CrmSaleQuotationVoidTypeEnum.EXPIRED.getType().equals(saleQuotation.getVoidType())) { String validUntil = saleQuotation.getValidUntil() != null ? saleQuotation.getValidUntil().format(DATE_FORMATTER) : "未知"; throw exception(SALE_QUOTATION_EXPIRED, saleQuotation.getNo(), validUntil); } throw exception(SALE_QUOTATION_VOIDED, saleQuotation.getNo(), StrUtil.blankToDefault(saleQuotation.getVoidReason(), "未填写作废原因")); } private String getStatusName(Integer status) { CrmSaleQuotationStatusEnum statusEnum = CrmSaleQuotationStatusEnum.getByStatus(status); return statusEnum != null ? statusEnum.getName() : "未知状态(" + status + ")"; } private String getBidResultName(Integer result) { CrmBidResultEnum resultEnum = CrmBidResultEnum.valueOf(result); return resultEnum != null ? resultEnum.getName() : "未知结果(" + result + ")"; } private String buildItemsSnapshot(List products) { if (CollUtil.isEmpty(products)) { return JsonUtils.toJsonString(Collections.emptyList()); } Set itemIds = convertSet(products, CrmSaleQuotationProductDO::getItemId); Map itemMap = mdmItemApi.getItemMap(itemIds); List> items = convertList(products, product -> { MdmItemRespDTO item = itemMap.get(product.getItemId()); Map snapshot = new LinkedHashMap<>(); snapshot.put("itemId", product.getItemId()); snapshot.put("itemCode", item != null ? item.getCode() : null); snapshot.put("itemName", item != null ? item.getName() : null); snapshot.put("itemSpecification", item != null ? item.getSpecification() : null); snapshot.put("count", product.getCount()); snapshot.put("itemPrice", product.getItemPrice()); snapshot.put("quotationPrice", product.getQuotationPrice()); snapshot.put("taxPercent", product.getTaxPercent()); snapshot.put("totalPrice", product.getTotalPrice()); snapshot.put("taxPrice", product.getTaxPrice()); snapshot.put("remark", product.getRemark()); return snapshot; }); return JsonUtils.toJsonString(items); } private void cancelProcessQuietly(String processInstanceId, String reason) { if (StrUtil.isBlank(processInstanceId)) { return; } try { bpmProcessInstanceApi.cancelProcessInstanceByAdmin(getLoginUserId(), processInstanceId, reason); } catch (Exception ex) { log.warn("[cancelProcessQuietly][报价单流程({})撤销失败,不影响作废]", processInstanceId, ex); } } }