客户跟进计划，需添加设置下次跟进时间及跟进内容、跟进方式，以及系统到时自动提醒功能

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

+/**  
+* Title: CrmClientFollow.java 
+* Description: 
+* @author dsc  
+* @date 2020年6月8日  
+* @version 1.0  
+*/
+package cn.timer.api.bean.crm;
+
+import com.baomidou.mybatisplus.annotation.FieldFill;
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableField;
+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.util.Date;
+
+/**
+ * Title: CrmClientPlan.java
+ * 
+ * @Description:
+ * @author wuqingjun
+ * @date 2023年5月12日
+ * @version 1.0
+ */
+
+@Entity
+@Data
+@Builder
+@NoArgsConstructor
+@AllArgsConstructor
+@Table(name = "crm_client_plan")
+@ApiModel("客户管理-跟进计划")
+public class CrmClientPlan extends Model<CrmClientPlan> {
+
+	private static final long serialVersionUID = -7362549097557018583L;
+
+	@Id
+	@GeneratedValue
+	@TableId(type = IdType.AUTO)
+	@ApiModelProperty(value = "编号")
+	private Integer id;
+
+	@ApiModelProperty(value = "客户数据id")
+	private Integer cid;
+
+	@ApiModelProperty(value = "内容")
+	private String content;
+
+	@ApiModelProperty(value = "备注")
+	private String remake;
+
+	@ApiModelProperty(value = "创建人")
+	private Integer createUser;
+
+	@ApiModelProperty(value = "创建人姓名")
+	private String createUserName;
+
+	@ApiModelProperty(value = "创建人手机号码")
+	private String createUserPhone;
+
+	@ApiModelProperty(value = "企业id")
+	private Integer orgCode;
+
+	@ApiModelProperty(value = "执行时间")
+	private Date executeTime;
+	
+	@ApiModelProperty(value = "状态：0.未提醒 1.已提醒")
+	private Integer status;
+
+	@ApiModelProperty(value = "是否短信提醒：0否，1是")
+	private Integer ifWarnSms;
+
+	@TableField(fill = FieldFill.INSERT)
+	@ApiModelProperty(value = "提醒时间")
+	private Date warnTime;
+
+	@ApiModelProperty(value = "创建时间")
+	private Date createTime;
+
+	@ApiModelProperty(value = "更新时间")
+	private Date updateTime;
+
+}

src/main/java/cn/timer/api/config/enums/PinType.java

@@ -20,6 +20,7 @@ public enum PinType {
 	CHANGE_INFORMATION("SMS_178485359", "信息变更"),
 	CHANGE_INFORMATION("SMS_178485359", "信息变更"),
 	
 	
 //	REMIND("SMS_180347486", "短信提醒");
 //	REMIND("SMS_180347486", "短信提醒");
+	CRM_CLIENT_PLAN("SMS_460755268", "客户跟进计划提醒"),
 	REMIND("SMS_193517459", "短信提醒");
 	REMIND("SMS_193517459", "短信提醒");
 	
 	
 
 

src/main/java/cn/timer/api/controller/crm/CrmController.java

@@ -10,6 +10,7 @@ import java.time.LocalDate;
 import java.util.*;
 import java.util.*;
 import java.util.stream.Collectors;
 import java.util.stream.Collectors;
 
 
+import cn.timer.api.bean.crm.*;
 import cn.timer.api.controller.zpgl.sevice.ZpglService;
 import cn.timer.api.controller.zpgl.sevice.ZpglService;
 import cn.timer.api.dto.crm.CrmCartogramCountExportDto;
 import cn.timer.api.dto.crm.CrmCartogramCountExportDto;
 import cn.timer.api.dto.insure.PolicyDto;
 import cn.timer.api.dto.insure.PolicyDto;
@@ -44,13 +45,6 @@ import cn.timer.api.bean.clazz.ClientSourceClass;
 import cn.timer.api.bean.clazz.ClientTypeClass;
 import cn.timer.api.bean.clazz.ClientTypeClass;
 import cn.timer.api.bean.clazz.IndustryClass;
 import cn.timer.api.bean.clazz.IndustryClass;
 import cn.timer.api.bean.clazz.SysRegion;
 import cn.timer.api.bean.clazz.SysRegion;
-import cn.timer.api.bean.crm.CrmBusinessGroup;
-import cn.timer.api.bean.crm.CrmBusinessGroupMember;
-import cn.timer.api.bean.crm.CrmClientAssociate;
-import cn.timer.api.bean.crm.CrmClientContacts;
-import cn.timer.api.bean.crm.CrmClientData;
-import cn.timer.api.bean.crm.CrmClientFollow;
-import cn.timer.api.bean.crm.CrmSeaRule;
 import cn.timer.api.bean.qyzx.QyzxEmpEntAsso;
 import cn.timer.api.bean.qyzx.QyzxEmpEntAsso;
 import cn.timer.api.bean.yggl.YgglMainEmp;
 import cn.timer.api.bean.yggl.YgglMainEmp;
 import cn.timer.api.config.annotation.CurrentUser;
 import cn.timer.api.config.annotation.CurrentUser;
@@ -956,6 +950,8 @@ public class CrmController {
 			return ResultUtil.error("请确认该客户数据是否存在");
 			return ResultUtil.error("请确认该客户数据是否存在");
 		if (oldData.getClientStatus() == 5)
 		if (oldData.getClientStatus() == 5)
 			return ResultUtil.error("请解封后继续编辑操作");
 			return ResultUtil.error("请解封后继续编辑操作");
+		if (org.springframework.util.StringUtils.isEmpty(crmClientFollow.getContent()))
+			return ResultUtil.error("请填写跟进内容！");
 
 
 		Integer orgCode = getOrgCode(userBean);
 		Integer orgCode = getOrgCode(userBean);
 		Integer empNum = getEmpNum(userBean);
 		Integer empNum = getEmpNum(userBean);
@@ -1701,6 +1697,48 @@ public class CrmController {
 		return ResultUtil.data(userList,"成功");
 		return ResultUtil.data(userList,"成功");
 	}
 	}
 
 
+	@PostMapping("addClientPlan")
+	@Transactional
+	@ApiOperation(value = "新增客户跟进计划", httpMethod = "POST", notes = "接口发布说明")
+	public Result<Void> addClientPlan(@CurrentUser UserBean userBean, @RequestBody CrmClientPlan crmClientPlan) {
+
+		Integer cid = crmClientPlan.getCid();
+		if (cid == null){
+			return ResultUtil.error("请传入id再试");
+		}
+		CrmClientData oldData = CrmClientData.builder().id(cid).build().selectById();
+		if (oldData == null){
+			return ResultUtil.error("请确认该客户数据是否存在");
+		}
+		if (oldData.getClientStatus() == 5){
+			return ResultUtil.error("请解封后继续编辑操作");
+		}
+		if (org.springframework.util.StringUtils.isEmpty(crmClientPlan.getContent())){
+			return ResultUtil.error("请填写内容！");
+		}
+
+		Integer orgCode = getOrgCode(userBean);
+		Integer empNum = getEmpNum(userBean);
+
+
+		crmClientPlan.setOrgCode(orgCode);
+		crmClientPlan.setCreateUser(empNum);
+		crmClientPlan.setCreateUserName(getEmpName(orgCode, empNum));
+		crmClientPlan.setCreateUserPhone(userBean.getQyzxEmpLogin().getPhone());
+
+		if (crmClientPlan.insert()){
+			return ResultUtil.success("新增成功");
+		}
+		return ResultUtil.error("新增失败");
+	}
+	@GetMapping("getCilentPlan")
+	@ApiOperation(value = "获取客户跟进计划", httpMethod = "GET", notes = "接口发布说明")
+	public Result<List<CrmClientPlan>> getCilentPlan(@CurrentUser UserBean userBean, @RequestParam Integer cid) {
+		Integer orgCode = getOrgCode(userBean);
+		return ResultUtil.data(CrmClientPlan.builder().build().selectList(new QueryWrapper<CrmClientPlan>().lambda()
+				.eq(CrmClientPlan::getOrgCode, orgCode).eq(CrmClientPlan::getCid, cid).orderByDesc(CrmClientPlan::getId)), "获取成功");
+	}
+
 	private ExcelReader getReaderByUrl(String url) {
 	private ExcelReader getReaderByUrl(String url) {
 		InputStream is = null;
 		InputStream is = null;
 		try {
 		try {

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

+package cn.timer.api.controller.crm.task;
+
+import cn.hutool.core.date.DateUtil;
+import cn.timer.api.bean.crm.CrmClientPlan;
+import cn.timer.api.bean.insure.InsureLog;
+import cn.timer.api.bean.insure.InsurePolicy;
+import cn.timer.api.bean.insure.InsureUser;
+import cn.timer.api.config.exception.CustomException;
+import cn.timer.api.dao.insure.InsureUserMapper;
+import cn.timer.api.dao.yggl.YgglMainEmpMapper;
+import cn.timer.api.utils.aliyun.AliyunSMS;
+import com.baomidou.mybatisplus.core.conditions.query.QueryWrapper;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.context.annotation.Configuration;
+import org.springframework.scheduling.annotation.EnableScheduling;
+import org.springframework.scheduling.annotation.Scheduled;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.util.CollectionUtils;
+import org.springframework.util.StringUtils;
+
+import java.util.Date;
+import java.util.List;
+
+/**
+ * @Description TODO
+ * @Author wuqingjun
+ * @Date 2023/5/12
+ */
+@Configuration      //1.主要用于标记配置类，兼备Component的效果。
+@EnableScheduling   // 2.开启定时任务
+@Slf4j
+public class CrmClientPlanTask {
+
+    @Autowired
+    private AliyunSMS aliyunSMS;
+
+    @Scheduled(cron = "0 0/30 * * * ? ")
+    @Transactional(rollbackFor = Exception.class)
+    public void updateInsureStatusTask(){
+        try {
+            Date now = DateUtil.date();
+            List<CrmClientPlan> crmClientPlanList = CrmClientPlan.builder().build().selectList(new QueryWrapper<CrmClientPlan>().lambda().eq(CrmClientPlan::getIfWarnSms,1).eq(CrmClientPlan::getStatus,0).lt(CrmClientPlan::getWarnTime,now));
+            if (!CollectionUtils.isEmpty(crmClientPlanList)) {
+                for (CrmClientPlan plan:crmClientPlanList) {
+                   String result = aliyunSMS.sendCrmClientPlanSms(plan.getCreateUserName(),plan.getCreateUserPhone());
+                   if(!StringUtils.isEmpty(result)){
+                       CrmClientPlan p = new CrmClientPlan();
+                       p.setId(plan.getId());
+                       p.setStatus(1);
+                       p.updateById();
+                       log.info("客户跟进计划定时任务执行-{}-{}",plan.getCreateUserName(),plan.getCreateUserPhone());
+                   }
+                }
+            }
+        }catch (Exception e){
+            e.printStackTrace();
+            throw new CustomException("客户跟进计划定时任务异常");
+        }
+    }
+}

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

+
+package cn.timer.api.dao.crm;
+
+import cn.timer.api.bean.crm.CrmClientPlan;
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+
+/**
+ * Title: CrmClientPlanMapper.java
+ * 
+ * @Description:
+ * @author wuqingjun
+ * @date 2023年5月12日
+ * @version 1.0
+ */
+public interface CrmClientPlanMapper extends BaseMapper<CrmClientPlan> {
+
+}

src/main/java/cn/timer/api/utils/aliyun/AliyunSMS.java

@@ -295,6 +295,48 @@ public class AliyunSMS {
 		return "发送失败";
 		return "发送失败";
 	}
 	}
 
 
+
+	/**
+	 * 客户跟进计划提醒
+	 *
+	 * @param name   用户名字
+	 * @return
+	 */
+	@SuppressWarnings("deprecation")
+	public String sendCrmClientPlanSms(String name, String phone) {
+		DefaultProfile profile = DefaultProfile.getProfile(REGION_ID, ACCESSKEY_ID, SECRET);
+		IAcsClient client = new DefaultAcsClient(profile);
+
+		CommonRequest request = new CommonRequest();
+		request.setMethod(MethodType.POST);
+		request.setDomain(DOMAIN);
+		request.setVersion(VERSION);
+		request.setAction(ACTION_SEND);
+		request.putQueryParameter("RegionId", REGION_ID);
+		request.putQueryParameter("PhoneNumbers", phone);
+		request.putQueryParameter("SignName", PROJECT_NAME);
+		request.putQueryParameter(CODE_NAME, PinType.CRM_CLIENT_PLAN.getCode());
+		request.putQueryParameter(TEMPLATE_PARAM,
+				"{\"name\":\"" + name  + "\"}");
+
+		String a = null;
+		try {
+			CommonResponse response = client.getCommonResponse(request);
+
+			a = response.getData();
+
+		} catch (ServerException e) {
+			e.printStackTrace();
+		} catch (ClientException e) {
+			e.printStackTrace();
+		}
+
+		if (a != null && a.contains("OK")) {
+			return a;
+		}
+		return "发送失败";
+	}
+
 	@Value("${config-8timer.environmental-science}")
 	@Value("${config-8timer.environmental-science}")
 	public String environmental_science;
 	public String environmental_science;