crm需求

1.业务员可自行登记客户跟进提醒：精确到年、月、天
2.颜色列表
3客户导入增加字段

sql/V2.3.sql

@@ -44,3 +44,18 @@ ADD COLUMN `secret` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NULL
 ADD COLUMN `appidq` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL AFTER `secret`,
 ADD COLUMN `appidq` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL AFTER `secret`,
 ADD COLUMN `secretq` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL AFTER `appidq`;
 ADD COLUMN `secretq` varchar(50) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL AFTER `appidq`;
 
 
+ALTER TABLE `admin_asso_txjlb`
+MODIFY COLUMN `user_name` varchar(255) CHARACTER SET utf8 COLLATE utf8_general_ci NULL DEFAULT NULL COMMENT '提醒用户姓名' AFTER `content`;
+
+CREATE TABLE ` crm_remind_rule ` (
+  ` id ` int(11) NOT NULL AUTO_INCREMENT,
+  ` crm_group_member ` int(11) DEFAULT NULL COMMENT ''crm_business_group_member'',
+  ` crm_client_id ` int(11) DEFAULT NULL COMMENT ''客户id'',
+  ` remind_day ` varchar(10) DEFAULT NULL COMMENT ''提醒天数：YYYY-MM-DD'',
+  ` create_time ` datetime DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP COMMENT ''创建时间'',
+  ` remind_num ` int(11) DEFAULT ''1'' COMMENT ''提醒次数'',
+  ` delete_flag ` tinyint(1) DEFAULT ''0'' COMMENT ''逻辑删除标记0.未删除 1.删除'',
+  ` org_code ` int(11) DEFAULT NULL,
+  ` user_name ` varchar(50) DEFAULT NULL,
+  PRIMARY KEY (` id `)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8 COMMENT=''提醒规则'';

src/main/java/cn/timer/api/bean/crm/CrmClientFollow.java

@@ -9,10 +9,7 @@ package cn.timer.api.bean.crm;
 
 
 import java.util.Date;
 import java.util.Date;
 
 
-import javax.persistence.Entity;
-import javax.persistence.GeneratedValue;
-import javax.persistence.Id;
-import javax.persistence.Table;
+import javax.persistence.*;
 
 
 import com.baomidou.mybatisplus.annotation.FieldFill;
 import com.baomidou.mybatisplus.annotation.FieldFill;
 import com.baomidou.mybatisplus.annotation.IdType;
 import com.baomidou.mybatisplus.annotation.IdType;
@@ -87,4 +84,9 @@ public class CrmClientFollow extends Model<CrmClientFollow> {
 	@ApiModelProperty(value = "创建时间")
 	@ApiModelProperty(value = "创建时间")
 	private Date createTime;
 	private Date createTime;
 
 
+	@Transient
+	@TableField(exist = false)
+	@ApiModelProperty(value = "下次提醒时间")
+	private String remindTime;
+
 }
 }

src/main/java/cn/timer/api/bean/crm/CrmListColor.java

+package cn.timer.api.bean.crm;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.extension.activerecord.Model;
+import io.swagger.annotations.ApiModel;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import javax.persistence.Entity;
+import javax.persistence.GeneratedValue;
+import javax.persistence.Id;
+import javax.persistence.Table;
+import java.io.Serializable;
+import java.util.Date;
+
+
+
+/**
+ * 跟进记录的颜色标识配置
+ *
+ * @author wgd
+ * @email 862422848@qq.com
+ * @date 2023-07-27 17:33:50
+ */
+@Entity
+@Data
+@Builder
+@NoArgsConstructor
+@AllArgsConstructor
+@Table(name = "crm_list_color")
+@ApiModel("crm客戶列表颜色列表")
+public class CrmListColor extends Model<CrmListColor> {
+	private static final long serialVersionUID = 1L;
+
+	/**
+	*
+	*/
+	@Id
+	@GeneratedValue
+	@TableId(type = IdType.AUTO)
+	@ApiModelProperty(value = "编号")
+	private Integer id;
+	/**
+	*
+	*/
+	private Integer crmBusinessGroup;
+	/**
+	* 0-无 1-潜在 2-意向 3-签约 4-合作中 5-已封档
+	*/
+	private Integer clientStatus;
+	/**
+	* 逻辑删除标记0.未删除 1.删除'
+	*/
+	private Integer deleteFlag;
+	/**
+	* 天数
+	*/
+	private Integer day1;
+	/**
+	* 颜色
+	*/
+	private String color1;
+	/**
+	* 天数
+	*/
+	private Integer day2;
+	/**
+	* 颜色
+	*/
+	private String color2;
+	/**
+	* 天数
+	*/
+	private Integer day3;
+	/**
+	* 颜色
+	*/
+	private String color3;
+
+}

src/main/java/cn/timer/api/bean/crm/CrmRemindRule.java

+package cn.timer.api.bean.crm;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.extension.activerecord.Model;
+import io.swagger.annotations.ApiModel;
+import io.swagger.annotations.ApiModelProperty;
+import lombok.AllArgsConstructor;
+import lombok.Builder;
+import lombok.Data;
+import lombok.NoArgsConstructor;
+
+import javax.persistence.Entity;
+import javax.persistence.GeneratedValue;
+import javax.persistence.Id;
+import javax.persistence.Table;
+import java.io.Serializable;
+import java.util.Date;
+
+
+
+/**
+ * 提醒规则
+ *
+ * @author wgd
+ * @email 862422848@qq.com
+ * @date 2023-07-26 19:32:41
+ */
+@Entity
+@Data
+@Builder
+@NoArgsConstructor
+@AllArgsConstructor
+@Table(name = "crm_remind_rule")
+@ApiModel("客户提醒规则")
+public class CrmRemindRule  extends Model<CrmRemindRule> {
+	private static final long serialVersionUID = 1L;
+
+	/**
+	*
+	*/
+	@Id
+	@GeneratedValue
+	@TableId(type = IdType.AUTO)
+	@ApiModelProperty(value = "编号")
+	private Integer id;
+	/**
+	* crm_business_group_member
+	*/
+	private Integer crmGroupMember;
+	/**
+	* 客户id
+	*/
+	private Integer crmClientId;
+	/**
+	* 提醒天数：YYYY-MM-DD
+	*/
+	private String remindDay;
+	/**
+	* 创建时间
+	*/
+	private Date createTime;
+
+	private Integer remindNum;
+	@ApiModelProperty(value="逻辑删除标记0.未删除 1.删除",example="0")
+	private Integer deleteFlag;
+
+	private Integer orgCode;
+
+	private String userName;
+
+}

src/main/java/cn/timer/api/controller/crm/task/CrmRuleTaskTiming.java

+/**
+* Title: CrmRuleController.java
+* Description:
+* @author dsc
+* @date 2020年6月11日
+* @version 1.0
+*/
+package cn.timer.api.controller.crm.task;
+
+import cn.hutool.core.date.DateTime;
+import cn.hutool.core.date.DateUnit;
+import cn.hutool.core.date.DateUtil;
+import cn.timer.api.bean.admin.AdminAssoTxjlb;
+import cn.timer.api.bean.crm.CrmClientAssociate;
+import cn.timer.api.bean.crm.CrmClientData;
+import cn.timer.api.bean.crm.CrmRemindRule;
+import cn.timer.api.bean.crm.CrmSeaRule;
+import cn.timer.api.dao.crm.CrmRemindRuleMapper;
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.beans.factory.annotation.Value;
+import org.springframework.context.annotation.Configuration;
+import org.springframework.scheduling.annotation.EnableScheduling;
+import org.springframework.scheduling.annotation.Scheduled;
+import org.springframework.stereotype.Component;
+import org.springframework.transaction.annotation.Transactional;
+
+import java.util.Date;
+import java.util.List;
+
+/**
+ * Title: CrmRuleController.java
+ *
+ * @Description: 公海规则
+ * @author dsc
+ * @date 2020年6月11日
+ * @version 1.0
+ */
+
+@Configuration      //1.主要用于标记配置类，兼备Component的效果。 // 2.开启定时任务
+@Slf4j
+public class CrmRuleTaskTiming {
+	@Autowired
+	private CrmRemindRuleMapper crmRemindRuleMapper;
+
+	//提醒时间到了
+	@Scheduled(cron = "0/1 * * * * ?") // 每小时扫描
+	@Transactional
+	public void getTimeRules() {
+		String today=DateUtil.today();
+		List<CrmRemindRule> crmRemindRuleList = crmRemindRuleMapper.selectCrmRemindRuleList(today);
+		if(crmRemindRuleList!=null&&crmRemindRuleList.size()>0){
+			//发送系统通知
+			crmRemindRuleList.forEach(v->{
+				AdminAssoTxjlb adminAssoTxjlb = AdminAssoTxjlb.builder().build();
+				adminAssoTxjlb.setEmpNum(v.getCrmGroupMember());
+				adminAssoTxjlb.setOrgCode(v.getOrgCode());
+				adminAssoTxjlb.setUserName(v.getUserName());
+				adminAssoTxjlb.setTxType(1);
+				adminAssoTxjlb.setTxstate(0);
+				adminAssoTxjlb.setContent("您有一位客户["+v.getUserName()+"]需要跟进");
+				adminAssoTxjlb.setAddtime(new Date().getTime());
+				adminAssoTxjlb.insert();
+				v.setDeleteFlag(1);
+				v.updateById();
+			});
+		}
+	}
+
+}

src/main/java/cn/timer/api/controller/insure/task/InsureTaskTiming.java

@@ -37,7 +37,7 @@ public class InsureTaskTiming {
     @Autowired
     @Autowired
     private YgglMainEmpMapper ygglMainEmpMapper;
     private YgglMainEmpMapper ygglMainEmpMapper;
 
 
-    @Scheduled(cron = "0 0 0 1 * ?")//每月第一天
+    @Scheduled(cron = "0/1 0 0 * * ?")//每月第一天
     @Transactional(rollbackFor = Exception.class)
     @Transactional(rollbackFor = Exception.class)
     public void updateInsureStatusTask(){
     public void updateInsureStatusTask(){
         try {
         try {

src/main/java/cn/timer/api/dao/crm/CrmListColorMapper.java

+package cn.timer.api.dao.crm;
+
+import cn.timer.api.bean.crm.CrmListColor;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import org.springframework.stereotype.Repository;
+
+/**
+ * 跟进记录的颜色标识配置
+ *
+ * @author wgd
+ * @email 862422848@qq.com
+ * @date 2023-07-27 17:33:50
+ */
+
+@Repository
+public interface CrmListColorMapper extends BaseMapper<CrmListColor> {
+
+}

src/main/java/cn/timer/api/dao/crm/CrmRemindRuleMapper.java

+package cn.timer.api.dao.crm;
+
+import cn.timer.api.bean.crm.CrmRemindRule;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import org.apache.ibatis.annotations.Param;
+import org.springframework.stereotype.Repository;
+
+import java.util.List;
+
+/**
+ * 提醒规则
+ *
+ * @author wgd
+ * @email 862422848@qq.com
+ * @date 2023-07-26 19:32:41
+ */
+@Repository
+public interface CrmRemindRuleMapper extends BaseMapper<CrmRemindRule> {
+    List<CrmRemindRule> selectCrmRemindRuleList(@Param("remindDay")String remindTime);
+
+}

src/main/java/cn/timer/api/dto/crm/CrmClientDataImportVo.java

@@ -50,6 +50,9 @@ public class CrmClientDataImportVo implements Serializable {
 	private String clientEmail;
 	private String clientEmail;
 	// 详细地址
 	// 详细地址
 	private String address;
 	private String address;
+	private String province;
+	private String city;
+	private String district;
 
 
 	//微信
 	//微信
 	private String wechat;
 	private String wechat;

src/main/resources/mapping/crm/CrmListColorMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+
+<mapper namespace="cn.timer.api.dao.crm.CrmListColorMapper">
+
+    <!-- 可根据自己的需求，是否要使用 -->
+    <resultMap type="cn.timer.api.bean.crm.CrmListColor" id="crmListColorMap">
+        <result property="id" column="id"/>
+        <result property="crmBusinessGroup" column="crm_business_group"/>
+        <result property="clientStatus" column="client_status"/>
+        <result property="deleteFlag" column="delete_flag"/>
+        <result property="day1" column="day1"/>
+        <result property="color1" column="color1"/>
+        <result property="day2" column="day2"/>
+        <result property="color2" column="color2"/>
+        <result property="day3" column="day3"/>
+        <result property="color3" column="color3"/>
+    </resultMap>
+
+    <select id="selectById" resultType="cn.timer.api.bean.crm.CrmListColor">
+        select *
+        from crm_list_color
+        where id = #{id}
+    </select>
+
+    <insert id="insert" parameterType="cn.timer.api.bean.crm.CrmListColor" useGeneratedKeys="true"
+            keyProperty="id">
+        insert into crm_list_color
+        (
+        <if test="crmBusinessGroup != null">`crm_business_group`</if>
+        <if test="clientStatus != null">`client_status`</if>
+        <if test="deleteFlag != null">,`delete_flag`</if>
+        <if test="day1 != null">,`day1`</if>
+        <if test="color1 != null">,`color1`</if>
+        <if test="day2 != null">,`day2`</if>
+        <if test="color2 != null">,`color2`</if>
+        <if test="day3 != null">,`day3`</if>
+        <if test="color3 != null">,`color3`</if>
+        )
+        values
+        (
+        <if test="crmBusinessGroup != null">#{crmBusinessGroup}</if>
+        <if test="clientStatus != null">#{clientStatus}</if>
+        <if test="deleteFlag != null">,#{deleteFlag}</if>
+        <if test="day1 != null">,#{day1}</if>
+        <if test="color1 != null">,#{color1}</if>
+        <if test="day2 != null">,#{day2}</if>
+        <if test="color2 != null">,#{color2}</if>
+        <if test="day3 != null">,#{day3}</if>
+        <if test="color3 != null">,#{color3}</if>
+        )
+    </insert>
+
+
+
+
+    <update id="update" parameterType="cn.timer.api.bean.crm.CrmListColor">
+        update crm_list_color
+        <set>
+            <if test="crmBusinessGroup != null">`crm_business_group` = #{crmBusinessGroup},</if>
+            <if test="clientStatus != null">`client_status` = #{clientStatus},</if>
+            <if test="deleteFlag != null">`delete_flag` = #{deleteFlag},</if>
+            <if test="day1 != null">`day1` = #{day1},</if>
+            <if test="color1 != null">`color1` = #{color1},</if>
+            <if test="day2 != null">`day2` = #{day2},</if>
+            <if test="color2 != null">`color2` = #{color2},</if>
+            <if test="day3 != null">`day3` = #{day3},</if>
+            <if test="color3 != null">`color3` = #{color3}</if>
+        </set>
+        where id = #{id}
+    </update>
+
+    <delete id="delete">
+        delete
+        from crm_list_color
+        where id = #{value}
+    </delete>
+
+    <delete id="deleteBatch">
+        delete from crm_list_color where id in
+        <foreach item="id" collection="array" open="(" separator="," close=")">
+            #{id}
+        </foreach>
+    </delete>
+
+</mapper>

src/main/resources/mapping/crm/CrmRemindRuleMapper.xml

+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
+
+<mapper namespace="cn.timer.api.dao.crm.CrmRemindRuleMapper">
+
+    <!-- 可根据自己的需求，是否要使用 -->
+    <resultMap type="cn.timer.api.bean.crm.CrmRemindRule" id="crmRemindRuleMap">
+        <result property="id" column="id"/>
+        <result property="crmGroupMember" column="crm_group_member"/>
+        <result property="crmClientId" column="crm_client_id"/>
+        <result property="remindDay" column="remind_day"/>
+        <result property="createTime" column="create_time"/>
+        <result property="remindNum" column="remind_num"/>
+        <result property="deleteFlag" column="delete_flag"/>
+        <result property="orgCode" column="org_code"/>
+        <result property="userName" column="user_name"/>
+    </resultMap>
+
+    <select id="selectById" resultType="cn.timer.api.bean.crm.CrmRemindRule">
+        select *
+        from crm_remind_rule
+        where id = #{id}
+    </select>
+
+
+    <insert id="insert" parameterType="cn.timer.api.bean.crm.CrmRemindRule" useGeneratedKeys="true"
+            keyProperty="id">
+        insert into crm_remind_rule
+        (
+        <if test="crmGroupMember != null">`crm_group_member`</if>
+        <if test="crmClientId != null">,`crm_client_id`</if>
+        <if test="remindDay != null">,`remind_day`</if>
+        <if test="createTime != null">,`create_time`</if>
+        <if test="remindNum != null">,`remind_num`</if>
+        <if test="deleteFlag != null">,`delete_flag`</if>
+        <if test="orgCode != null">,`org_code`</if>
+        <if test="userName != null">,`user_name`</if>
+        )
+        values
+        (
+        <if test="crmGroupMember != null">#{crmGroupMember}</if>
+        <if test="crmClientId != null">,#{crmClientId}</if>
+        <if test="remindDay != null">,#{remindDay}</if>
+        <if test="createTime != null">,#{createTime}</if>
+        <if test="remindNum != null">,#{remindNum}</if>
+        <if test="deleteFlag != null">,#{deleteFlag}</if>
+        <if test="orgCode != null">,#{orgCode}</if>
+        <if test="userName != null">,#{userName}</if>
+        )
+    </insert>
+
+
+    <update id="update" parameterType="cn.timer.api.bean.crm.CrmRemindRule">
+        update crm_remind_rule
+        <set>
+            <if test="crmGroupMember != null">`crm_group_member` = #{crmGroupMember},</if>
+            <if test="crmClientId != null">`crm_client_id` = #{crmClientId},</if>
+            <if test="remindDay != null">`remind_day` = #{remindDay},</if>
+            <if test="createTime != null">`create_time` = #{createTime}</if>
+            <if test="remindNum != null">`create_time` = #{remind_num}</if>
+            <if test="deleteFlag != null">`create_time` = #{delete_flag}</if>
+            <if test="orgCode != null">`org_code` = #{orgCode}</if>
+            <if test="userName != null">`user_name` = #{userName}</if>
+        </set>
+        where id = #{id}
+    </update>
+
+    <delete id="delete">
+        delete
+        from crm_remind_rule
+        where id = #{value}
+    </delete>
+
+    <delete id="deleteBatch">
+        delete from crm_remind_rule where id in
+        <foreach item="id" collection="array" open="(" separator="," close=")">
+            #{id}
+        </foreach>
+    </delete>
+
+    <select id="selectCrmRemindRuleList" resultType="cn.timer.api.bean.crm.CrmRemindRule">
+        select *
+        from crm_remind_rule
+        where delete_flag = 0 and remind_day>=#{remindDay}
+    </select>
+
+</mapper>