From bc414567f1c19c803d561060d5dde0f1ea1e1d04 Mon Sep 17 00:00:00 2001
From: 284718418@qq.com <youlinrc321>
Date: Fri, 12 May 2023 16:34:13 +0800
Subject: [PATCH] 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 | 94 ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
src/main/java/cn/timer/api/config/enums/PinType.java | 1 +
src/main/java/cn/timer/api/controller/crm/CrmController.java | 52 +++++++++++++++++++++++++++++++++++++++++++++-------
src/main/java/cn/timer/api/controller/crm/task/CrmClientPlanTask.java | 61 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
src/main/java/cn/timer/api/dao/crm/CrmClientPlanMapper.java | 17 +++++++++++++++++
src/main/java/cn/timer/api/utils/aliyun/AliyunSMS.java | 42 ++++++++++++++++++++++++++++++++++++++++++
6 files changed, 260 insertions(+), 7 deletions(-)
create mode 100644 src/main/java/cn/timer/api/bean/crm/CrmClientPlan.java
create mode 100644 src/main/java/cn/timer/api/controller/crm/task/CrmClientPlanTask.java
create mode 100644 src/main/java/cn/timer/api/dao/crm/CrmClientPlanMapper.java
diff --git a/src/main/java/cn/timer/api/bean/crm/CrmClientPlan.java b/src/main/java/cn/timer/api/bean/crm/CrmClientPlan.java
new file mode 100644
index 0000000..d2129de
--- /dev/null
+++ b/src/main/java/cn/timer/api/bean/crm/CrmClientPlan.java
@@ -0,0 +1,94 @@
+/**
+* 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;
+
+}
diff --git a/src/main/java/cn/timer/api/config/enums/PinType.java b/src/main/java/cn/timer/api/config/enums/PinType.java
index 542b591..b4b3cc6 100644
--- a/src/main/java/cn/timer/api/config/enums/PinType.java
+++ b/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"),
// 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");
diff --git a/src/main/java/cn/timer/api/controller/crm/CrmController.java b/src/main/java/cn/timer/api/controller/crm/CrmController.java
index 1c7ee72..9ad6bef 100644
--- a/src/main/java/cn/timer/api/controller/crm/CrmController.java
+++ b/src/main/java/cn/timer/api/controller/crm/CrmController.java
@@ -10,6 +10,7 @@ import java.time.LocalDate;
import java.util.*;
import java.util.stream.Collectors;
+import cn.timer.api.bean.crm.*;
import cn.timer.api.controller.zpgl.sevice.ZpglService;
import cn.timer.api.dto.crm.CrmCartogramCountExportDto;
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.IndustryClass;
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.yggl.YgglMainEmp;
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");
if (oldData.getClientStatus() == 5)
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 empNum = getEmpNum(userBean);
@@ -1701,6 +1697,48 @@ public class CrmController {
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) {
InputStream is = null;
try {
diff --git a/src/main/java/cn/timer/api/controller/crm/task/CrmClientPlanTask.java b/src/main/java/cn/timer/api/controller/crm/task/CrmClientPlanTask.java
new file mode 100644
index 0000000..57c68e0
--- /dev/null
+++ b/src/main/java/cn/timer/api/controller/crm/task/CrmClientPlanTask.java
@@ -0,0 +1,61 @@
+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");
+ }
+ }
+}
diff --git a/src/main/java/cn/timer/api/dao/crm/CrmClientPlanMapper.java b/src/main/java/cn/timer/api/dao/crm/CrmClientPlanMapper.java
new file mode 100644
index 0000000..63a062f
--- /dev/null
+++ b/src/main/java/cn/timer/api/dao/crm/CrmClientPlanMapper.java
@@ -0,0 +1,17 @@
+
+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> {
+
+}
diff --git a/src/main/java/cn/timer/api/utils/aliyun/AliyunSMS.java b/src/main/java/cn/timer/api/utils/aliyun/AliyunSMS.java
index 6614d0d..a47ad29 100644
--- a/src/main/java/cn/timer/api/utils/aliyun/AliyunSMS.java
+++ b/src/main/java/cn/timer/api/utils/aliyun/AliyunSMS.java
@@ -295,6 +295,48 @@ public class AliyunSMS {
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}")
public String environmental_science;
--
libgit2 0.26.0