!795 CRM: 完善线索、商机、联系人、客户、合同、回款、回款计划数据权限

Merge pull request !795 from puhui999/develop

yudao-dependencies/pom.xml

@@ -62,6 +62,7 @@
         <jsch.version>0.1.55</jsch.version>
         <tika-core.version>2.9.1</tika-core.version>
         <ip2region.version>2.7.0</ip2region.version>
+        <bizlog-sdk.version>3.0.6</bizlog-sdk.version>
         <!-- 三方云服务相关 -->
         <okio.version>3.5.0</okio.version>
         <okhttp3.version>4.11.0</okhttp3.version>
@@ -99,6 +100,17 @@
                 <artifactId>yudao-spring-boot-starter-biz-operatelog</artifactId>
                 <version>${revision}</version>
             </dependency>
+            <dependency>
+                <groupId>io.github.mouzt</groupId>
+                <artifactId>bizlog-sdk</artifactId>
+                <version>${bizlog-sdk.version}</version>
+                <exclusions>
+                    <exclusion> <!-- 排除掉springboot依赖使用项目的 -->
+                        <groupId>org.springframework.boot</groupId>
+                        <artifactId>spring-boot-starter</artifactId>
+                    </exclusion>
+                </exclusions>
+            </dependency>
             <dependency>
                 <groupId>cn.iocoder.boot</groupId>
                 <artifactId>yudao-spring-boot-starter-biz-dict</artifactId>

yudao-framework/yudao-common/src/main/java/cn/iocoder/yudao/framework/common/util/date/DateUtils.java

@@ -177,4 +177,14 @@ public class DateUtils {
         return LocalDateTimeUtil.isSameDay(date, LocalDateTime.now());
     }
 
+    /**
+     * 是否昨天
+     *
+     * @param date 日期
+     * @return 是否
+     */
+    public static boolean isYesterday(LocalDateTime date) {
+        return LocalDateTimeUtil.isSameDay(date, LocalDateTime.now().minusDays(1));
+    }
+
 }

yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/LogRecordConstants.java

@@ -0,0 +1,26 @@
+package cn.iocoder.yudao.module.crm.enums;
+
+/**
+ * CRM 操作日志枚举
+ *
+ * @author HUIHUI
+ */
+public interface LogRecordConstants {
+
+    //======================= 客户模块类型 =======================
+    // TODO puhui999: 确保模块命名方式为 module + 子模块名称的方式。统一定义模块名称是为了方便查询各自记录的操作日志，列如说：查询客户【张三的操作日志】就可以 module + bizId
+    String CRM_LEADS = "CRM-线索";
+    String CRM_CUSTOMER = "CRM-客户";
+    String CRM_CONTACT = "CRM-联系人";
+    String CRM_BUSINESS = "CRM-商机";
+    String CRM_CONTRACT = "CRM-合同";
+    String CRM_PRODUCT = "CRM-产品";
+    String CRM_RECEIVABLE = "CRM-回款";
+    String CRM_RECEIVABLE_PLAN = "CRM-回款计划";
+
+    //======================= 客户转移操作日志 =======================
+
+    String TRANSFER_CUSTOMER_LOG_SUCCESS = "把客户【{{#crmCustomer.name}}】的负责人从【{getAdminUserById{#crmCustomer.ownerUserId}}】变更为了【{getAdminUserById{#reqVO.newOwnerUserId}}】";
+    String TRANSFER_CUSTOMER_LOG_FAIL = "";
+
+}

yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/common/CrmBizTypeEnum.java

@@ -22,7 +22,9 @@ public enum CrmBizTypeEnum implements IntArrayValuable {
     CRM_CONTACT(3, "联系人"),
     CRM_BUSINESS(4, "商机"),
     CRM_CONTRACT(5, "合同"),
-    CRM_PRODUCT(6, "产品")
+    CRM_PRODUCT(6, "产品"),
+    CRM_RECEIVABLE(7, "回款"),
+    CRM_RECEIVABLE_PLAN(8, "回款计划")
     ;
 
     public static final int[] ARRAYS = Arrays.stream(values()).mapToInt(CrmBizTypeEnum::getType).toArray();

yudao-module-crm/yudao-module-crm-biz/pom.xml

@@ -60,6 +60,10 @@
             <groupId>cn.iocoder.boot</groupId>
             <artifactId>yudao-spring-boot-starter-excel</artifactId>
         </dependency>
+        <dependency>
+            <groupId>cn.iocoder.boot</groupId>
+            <artifactId>yudao-spring-boot-starter-biz-dict</artifactId>
+        </dependency>
 
         <!-- Test 测试相关 -->
         <dependency>

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/CrmBusinessController.java

@@ -122,7 +122,7 @@ public class CrmBusinessController {
     @Operation(summary = "获得商机分页，基于指定客户")
     public CommonResult<PageResult<CrmBusinessRespVO>> getBusinessPageByCustomer(@Valid CrmBusinessPageReqVO pageReqVO) {
         Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
-        PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByCustomer(pageReqVO, getLoginUserId());
+        PageResult<CrmBusinessDO> pageResult = businessService.getBusinessPageByCustomerId(pageReqVO);
         // 处理客户名称回显
         // TODO @ljlleo：可以使用 CollectionUtils.convertSet 替代常用的 stream 操作，更简洁一点；下面几个也是哈；
         Set<Long> customerIds = pageResult.getList().stream()

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessPageReqVO.java

@@ -24,7 +24,4 @@ public class CrmBusinessPageReqVO extends PageParam {
     @InEnum(CrmSceneTypeEnum.class)
     private Integer sceneType; // 场景类型，为 null 时则表示全部
 
-    @Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
-    private Boolean pool; // null 则表示为不是公海数据
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/business/vo/business/CrmBusinessTransferReqVO.java

@@ -2,16 +2,15 @@ package cn.iocoder.yudao.module.crm.controller.admin.business.vo.business;
 
 import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
 import io.swagger.v3.oas.annotations.media.Schema;
-import lombok.Data;
-
 import jakarta.validation.constraints.NotNull;
+import lombok.Data;
 
 @Schema(description = "管理后台 - 商机转移 Request VO")
 @Data
 public class CrmBusinessTransferReqVO {
 
     @Schema(description = "商机编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
-    @NotNull(message = "联系人编号不能为空")
+    @NotNull(message = "商机编号不能为空")
     private Long id;
 
     /**

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/CrmClueController.java

@@ -88,4 +88,12 @@ public class CrmClueController {
         ExcelUtils.write(response, "线索.xls", "数据", CrmClueExcelVO.class, datas);
     }
 
+    @PutMapping("/transfer")
+    @Operation(summary = "线索转移")
+    @PreAuthorize("@ss.hasPermission('crm:clue:update')")
+    public CommonResult<Boolean> transfer(@Valid @RequestBody CrmClueTransferReqVO reqVO) {
+        clueService.transferClue(reqVO, getLoginUserId());
+        return success(true);
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/clue/vo/CrmClueTransferReqVO.java

@@ -0,0 +1,31 @@
+package cn.iocoder.yudao.module.crm.controller.admin.clue.vo;
+
+import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+@Schema(description = "管理后台 - 线索转移 Request VO")
+@Data
+public class CrmClueTransferReqVO {
+
+    @Schema(description = "线索编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
+    @NotNull(message = "线索编号不能为空")
+    private Long id;
+
+    /**
+     * 新负责人的用户编号
+     */
+    @Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
+    @NotNull(message = "新负责人的用户编号不能为空")
+    private Long newOwnerUserId;
+
+    /**
+     * 老负责人加入团队后的权限级别。如果 null 说明移除
+     *
+     * 关联 {@link CrmPermissionLevelEnum}
+     */
+    @Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private Integer oldOwnerPermissionLevel;
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/CrmContactController.java

@@ -9,7 +9,7 @@ import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
 import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
 import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
 import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.*;
-import cn.iocoder.yudao.module.crm.convert.contact.ContactConvert;
+import cn.iocoder.yudao.module.crm.convert.contact.CrmContactConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants;
@@ -100,7 +100,7 @@ public class CrmContactController {
         // 3. 直属上级
         List<CrmContactDO> parentContactList = contactService.getContactList(
                 Collections.singletonList(contact.getParentId()), getLoginUserId());
-        return success(ContactConvert.INSTANCE.convert(contact, userMap, customerList, parentContactList));
+        return success(CrmContactConvert.INSTANCE.convert(contact, userMap, customerList, parentContactList));
     }
 
     @GetMapping("/simple-all-list")
@@ -110,7 +110,7 @@ public class CrmContactController {
         CrmContactPageReqVO pageReqVO = new CrmContactPageReqVO();
         pageReqVO.setPageSize(PAGE_SIZE_NONE);
         List<CrmContactDO> list = contactService.getContactPage(pageReqVO, getLoginUserId()).getList();
-        return success(ContactConvert.INSTANCE.convertAllList(list));
+        return success(CrmContactConvert.INSTANCE.convertAllList(list));
     }
 
     @GetMapping("/page")
@@ -125,7 +125,7 @@ public class CrmContactController {
     @Operation(summary = "获得联系人分页，基于指定客户")
     public CommonResult<PageResult<CrmContactRespVO>> getContactPageByCustomer(@Valid CrmContactPageReqVO pageVO) {
         Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
-        PageResult<CrmContactDO> pageResult = contactService.getContactPageByCustomerId(pageVO, getLoginUserId());
+        PageResult<CrmContactDO> pageResult = contactService.getContactPageByCustomerId(pageVO);
         return success(convertDetailContactPage(pageResult));
     }
 
@@ -161,7 +161,15 @@ public class CrmContactController {
         // 3. 直属上级
         List<CrmContactDO> parentContactList = contactService.getContactList(
                 convertSet(contactList, CrmContactDO::getParentId), getLoginUserId());
-        return ContactConvert.INSTANCE.convertPage(pageResult, userMap, crmCustomerDOList, parentContactList);
+        return CrmContactConvert.INSTANCE.convertPage(pageResult, userMap, crmCustomerDOList, parentContactList);
+    }
+
+    @PutMapping("/transfer")
+    @Operation(summary = "联系人转移")
+    @PreAuthorize("@ss.hasPermission('crm:contact:update')")
+    public CommonResult<Boolean> transfer(@Valid @RequestBody CrmContactTransferReqVO reqVO) {
+        contactService.transferContact(reqVO, getLoginUserId());
+        return success(true);
     }
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contact/vo/CrmContactPageReqVO.java

@@ -39,7 +39,4 @@ public class CrmContactPageReqVO extends PageParam {
     @InEnum(CrmSceneTypeEnum.class)
     private Integer sceneType; // 场景类型，为 null 时则表示全部
 
-    @Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
-    private Boolean pool; // null 则表示为不是公海数据
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/CrmContractController.java

@@ -8,7 +8,7 @@ import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
 import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
 import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.*;
-import cn.iocoder.yudao.module.crm.convert.contract.ContractConvert;
+import cn.iocoder.yudao.module.crm.convert.contract.CrmContractConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
@@ -80,7 +80,7 @@ public class CrmContractController {
     @PreAuthorize("@ss.hasPermission('crm:contract:query')")
     public CommonResult<ContractRespVO> getContract(@RequestParam("id") Long id) {
         CrmContractDO contract = contractService.getContract(id);
-        return success(ContractConvert.INSTANCE.convert(contract));
+        return success(CrmContractConvert.INSTANCE.convert(contract));
     }
 
     @GetMapping("/page")
@@ -95,7 +95,7 @@ public class CrmContractController {
     @Operation(summary = "获得联系人分页，基于指定客户")
     public CommonResult<PageResult<ContractRespVO>> getContractPageByCustomer(@Valid CrmContractPageReqVO pageVO) {
         Assert.notNull(pageVO.getCustomerId(), "客户编号不能为空");
-        PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomer(pageVO, getLoginUserId());
+        PageResult<CrmContractDO> pageResult = contractService.getContractPageByCustomerId(pageVO);
         return success(convertDetailContractPage(pageResult));
     }
 
@@ -108,7 +108,7 @@ public class CrmContractController {
         PageResult<CrmContractDO> pageResult = contractService.getContractPage(exportReqVO, getLoginUserId());
         // 导出 Excel
         ExcelUtils.write(response, "合同.xls", "数据", CrmContractExcelVO.class,
-                ContractConvert.INSTANCE.convertList02(pageResult.getList()));
+                CrmContractConvert.INSTANCE.convertList02(pageResult.getList()));
     }
 
     /**
@@ -128,7 +128,7 @@ public class CrmContractController {
         // 2. 获取创建人、负责人列表
         Map<Long, AdminUserRespDTO> userMap = adminUserApi.getUserMap(convertListByFlatMap(contactList,
                 contact -> Stream.of(NumberUtils.parseLong(contact.getCreator()), contact.getOwnerUserId())));
-        return ContractConvert.INSTANCE.convertPage(pageResult, userMap, customerList);
+        return CrmContractConvert.INSTANCE.convertPage(pageResult, userMap, customerList);
     }
 
     @PutMapping("/transfer")

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/contract/vo/CrmContractPageReqVO.java

@@ -30,7 +30,4 @@ public class CrmContractPageReqVO extends PageParam {
     @InEnum(CrmSceneTypeEnum.class)
     private Integer sceneType; // 场景类型，为 null 时则表示全部
 
-    @Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
-    private Boolean pool; // null 则表示为不是公海数据 TODO @puhui999：合同没有公海。目前只有【客户】【线索】有公海，其它都没
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.http

@@ -1,6 +1,16 @@
-### 请求 /update
-GET {{baseUrl}}/crm/customer/page?pageNo=1&pageSize=10&name="张三"
+### 请求 /transfer
+PUT {{baseUrl}}/crm/customer/transfer
+Content-Type: application/json
 Authorization: Bearer {{token}}
 tenant-id: {{adminTenentId}}
 
+{
+  "id": 10,
+  "newOwnerUserId": 127
+}
 
+### 自定义日志记录结果
+### 操作日志 ===> OperateLogV2CreateReqBO(traceId=, userId=1, userType=2, module=CRM-客户, name=客户转移, bizId=10, content=把客户【张三】的负责人从【芋道源码(15612345678)】变更为了【tttt】, requestMethod=PUT, requestUrl=/admin-api/crm/customer/transfer, userIp=127.0.0.1, userAgent=Apache-HttpClient/4.5.14 (Java/17.0.9))
+
+### diff 日志
+### | 操作日志 ===> OperateLogV2CreateReqBO(traceId=, userId=1, userType=2, module=CRM-客户, name=更新客户, bizId=11, content=更新了客户【所属行业】从【H 住宿和餐饮业】修改为【D 电力、热力、燃气及水生产和供应业】；【客户等级】从【C （非优先客户）】修改为【A （重点客户）】；【客户来源】从【线上咨询】修改为【预约上门】, requestMethod=PUT, requestUrl=/admin-api/crm/customer/update, userIp=0:0:0:0:0:0:0:1, userAgent=Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/119.0.0.0 Safari/537.36)

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/CrmCustomerController.java

@@ -11,20 +11,22 @@ import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
 import cn.iocoder.yudao.module.system.api.dept.DeptApi;
 import cn.iocoder.yudao.module.system.api.dept.dto.DeptRespDTO;
+import cn.iocoder.yudao.module.system.api.logger.OperateLogApi;
+import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
 import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import io.swagger.v3.oas.annotations.Operation;
 import io.swagger.v3.oas.annotations.Parameter;
 import io.swagger.v3.oas.annotations.Parameters;
 import io.swagger.v3.oas.annotations.tags.Tag;
+import jakarta.annotation.Resource;
+import jakarta.servlet.http.HttpServletResponse;
+import jakarta.validation.Valid;
 import org.mapstruct.ap.internal.util.Collections;
 import org.springframework.security.access.prepost.PreAuthorize;
 import org.springframework.validation.annotation.Validated;
 import org.springframework.web.bind.annotation.*;
 
-import jakarta.annotation.Resource;
-import jakarta.servlet.http.HttpServletResponse;
-import jakarta.validation.Valid;
 import java.io.IOException;
 import java.util.List;
 import java.util.Map;
@@ -36,6 +38,7 @@ import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSetByFlatMap;
 import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
 import static cn.iocoder.yudao.framework.security.core.util.SecurityFrameworkUtils.getLoginUserId;
+import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.CRM_CUSTOMER;
 
 @Tag(name = "管理后台 - CRM 客户")
 @RestController
@@ -50,6 +53,8 @@ public class CrmCustomerController {
     private DeptApi deptApi;
     @Resource
     private AdminUserApi adminUserApi;
+    @Resource
+    private OperateLogApi operateLogApi;
 
     @PostMapping("/create")
     @Operation(summary = "创建客户")
@@ -59,7 +64,7 @@ public class CrmCustomerController {
     }
 
     @PutMapping("/update")
-    @Operation(summary = "更新客户")
+    //@Operation(summary = "更新客户")
     @PreAuthorize("@ss.hasPermission('crm:customer:update')")
     public CommonResult<Boolean> updateCustomer(@Valid @RequestBody CrmCustomerUpdateReqVO updateReqVO) {
         customerService.updateCustomer(updateReqVO);
@@ -123,13 +128,28 @@ public class CrmCustomerController {
     }
 
     @PutMapping("/transfer")
-    @Operation(summary = "客户转移")
+    //@Operation(summary = "客户转移")
     @PreAuthorize("@ss.hasPermission('crm:customer:update')")
     public CommonResult<Boolean> transfer(@Valid @RequestBody CrmCustomerTransferReqVO reqVO) {
         customerService.transferCustomer(reqVO, getLoginUserId());
         return success(true);
     }
 
+    @GetMapping("/operate-log")
+    @Operation(summary = "获得客户操作日志")
+    @Parameter(name = "id", description = "编号", required = true, example = "1024")
+    @PreAuthorize("@ss.hasPermission('crm:customer:query')")
+    public CommonResult<List<OperateLogV2RespDTO>> getOperateLog(@RequestParam("id") Long id) {
+        // 1. 获取客户
+        CrmCustomerDO customer = customerService.getCustomer(id);
+        if (customer == null) {
+            return success(null);
+        }
+
+        // 2. 获取操作日志
+        return success(operateLogApi.getOperateLogByModuleAndBizId(CRM_CUSTOMER, id));
+    }
+
     // TODO @Joey：单独建一个属于自己业务的 ReqVO；因为前端如果模拟请求，是不是可以更新其它字段了；
     @PutMapping("/lock")
     @Operation(summary = "锁定/解锁客户")

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerBaseVO.java

@@ -3,17 +3,20 @@ package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
 import cn.iocoder.yudao.framework.common.validation.InEnum;
 import cn.iocoder.yudao.framework.common.validation.Mobile;
 import cn.iocoder.yudao.framework.common.validation.Telephone;
+import cn.iocoder.yudao.framework.excel.core.annotations.DictFormat;
 import cn.iocoder.yudao.module.crm.enums.customer.CrmCustomerLevelEnum;
+import com.mzt.logapi.starter.annotation.DiffLogField;
 import io.swagger.v3.oas.annotations.media.Schema;
-import lombok.Data;
-import org.springframework.format.annotation.DateTimeFormat;
-
 import jakarta.validation.constraints.Email;
 import jakarta.validation.constraints.NotEmpty;
 import jakarta.validation.constraints.Size;
+import lombok.Data;
+import org.springframework.format.annotation.DateTimeFormat;
+
 import java.time.LocalDateTime;
 
 import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
+import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
 
 /**
  * 客户 Base VO，提供给添加、修改、详细的子 VO 使用
@@ -23,57 +26,73 @@ import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_
 public class CrmCustomerBaseVO {
 
     @Schema(description = "客户名称", requiredMode = Schema.RequiredMode.REQUIRED, example = "赵六")
+    @DiffLogField(name = "客户名称")
     @NotEmpty(message = "客户名称不能为空")
     private String name;
 
     @Schema(description = "所属行业", example = "1")
+    @DiffLogField(name = "所属行业", function = "getIndustryById")
+    @DictFormat(CRM_CUSTOMER_INDUSTRY)
     private Integer industryId;
 
     @Schema(description = "客户等级", example = "2")
+    @DiffLogField(name = "客户等级", function = "getLevel")
     @InEnum(CrmCustomerLevelEnum.class)
     private Integer level;
 
     @Schema(description = "客户来源", example = "3")
+    @DiffLogField(name = "客户来源", function = "getSource")
     private Integer source;
 
     @Schema(description = "手机", example = "18000000000")
+    @DiffLogField(name = "手机")
     @Mobile
     private String mobile;
 
     @Schema(description = "电话", example = "18000000000")
+    @DiffLogField(name = "电话")
     @Telephone
     private String telephone;
 
     @Schema(description = "网址", example = "https://www.baidu.com")
+    @DiffLogField(name = "网址")
     private String website;
 
     @Schema(description = "QQ", example = "123456789")
+    @DiffLogField(name = "QQ")
     @Size(max = 20, message = "QQ长度不能超过 20 个字符")
     private String qq;
 
-    @Schema(description = "wechat", example = "123456789")
+    @Schema(description = "微信", example = "123456789")
+    @DiffLogField(name = "微信")
     @Size(max = 255, message = "微信长度不能超过 255 个字符")
     private String wechat;
 
-    @Schema(description = "email", example = "123456789@qq.com")
+    @Schema(description = "邮箱", example = "123456789@qq.com")
+    @DiffLogField(name = "邮箱")
     @Email(message = "邮箱格式不正确")
     @Size(max = 255, message = "邮箱长度不能超过 255 个字符")
     private String email;
 
     @Schema(description = "客户描述", example = "任意文字")
+    @DiffLogField(name = "客户描述")
     @Size(max = 4096, message = "客户描述长度不能超过 4096 个字符")
     private String description;
 
     @Schema(description = "备注", example = "随便")
+    @DiffLogField(name = "备注")
     private String remark;
 
     @Schema(description = "地区编号", example = "20158")
+    @DiffLogField(name = "地区编号", function = "getAreaById")
     private Integer areaId;
 
     @Schema(description = "详细地址", example = "北京市海淀区")
+    @DiffLogField(name = "详细地址")
     private String detailAddress;
 
     @Schema(description = "下次联系时间")
+    @DiffLogField(name = "下次联系时间")
     @DateTimeFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND)
     private LocalDateTime contactNextTime;
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/customer/vo/CrmCustomerTransferReqVO.java

@@ -2,16 +2,15 @@ package cn.iocoder.yudao.module.crm.controller.admin.customer.vo;
 
 import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
 import io.swagger.v3.oas.annotations.media.Schema;
-import lombok.Data;
-
 import jakarta.validation.constraints.NotNull;
+import lombok.Data;
 
 @Schema(description = "管理后台 - CRM 客户转移 Request VO")
 @Data
 public class CrmCustomerTransferReqVO {
 
     @Schema(description = "客户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
-    @NotNull(message = "联系人编号不能为空")
+    @NotNull(message = "客户编号不能为空")
     private Long id;
 
     /**

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivableController.java

@@ -7,10 +7,7 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
 import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
 import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableCreateReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableUpdateReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.*;
 import cn.iocoder.yudao.module.crm.convert.receivable.CrmReceivableConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
@@ -36,6 +33,7 @@ import java.util.Map;
 import java.util.stream.Stream;
 
 import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
+import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertListByFlatMap;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
 import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
@@ -94,7 +92,7 @@ public class CrmReceivableController {
     @Operation(summary = "获得回款分页")
     @PreAuthorize("@ss.hasPermission('crm:receivable:query')")
     public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePage(@Valid CrmReceivablePageReqVO pageReqVO) {
-        PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(pageReqVO);
+        PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(pageReqVO, getLoginUserId());
         return success(convertDetailReceivablePage(pageResult));
     }
 
@@ -102,7 +100,7 @@ public class CrmReceivableController {
     @Operation(summary = "获得回款分页，基于指定客户")
     public CommonResult<PageResult<CrmReceivableRespVO>> getReceivablePageByCustomer(@Valid CrmReceivablePageReqVO pageReqVO) {
         Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
-        PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePageByCustomer(pageReqVO);
+        PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePageByCustomerId(pageReqVO);
         return success(convertDetailReceivablePage(pageResult));
     }
 
@@ -113,7 +111,8 @@ public class CrmReceivableController {
     @OperateLog(type = EXPORT)
     public void exportReceivableExcel(@Valid CrmReceivablePageReqVO exportReqVO,
                                       HttpServletResponse response) throws IOException {
-        PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(exportReqVO);
+        exportReqVO.setPageSize(PAGE_SIZE_NONE);
+        PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(exportReqVO, getLoginUserId());
         // 导出 Excel
         ExcelUtils.write(response, "回款.xls", "数据", CrmReceivableRespVO.class,
                 convertDetailReceivablePage(pageResult).getList());
@@ -142,4 +141,12 @@ public class CrmReceivableController {
         return CrmReceivableConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList);
     }
 
+    @PutMapping("/transfer")
+    @Operation(summary = "回款转移")
+    @PreAuthorize("@ss.hasPermission('crm:receivable:update')")
+    public CommonResult<Boolean> transfer(@Valid @RequestBody CrmReceivableTransferReqVO reqVO) {
+        receivableService.transferReceivable(reqVO, getLoginUserId());
+        return success(true);
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/CrmReceivablePlanController.java

@@ -7,10 +7,7 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.common.util.number.NumberUtils;
 import cn.iocoder.yudao.framework.excel.core.util.ExcelUtils;
 import cn.iocoder.yudao.framework.operatelog.core.annotations.OperateLog;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanCreateReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanRespVO;
-import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanUpdateReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.*;
 import cn.iocoder.yudao.module.crm.convert.receivable.CrmReceivablePlanConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
@@ -38,6 +35,7 @@ import java.util.Map;
 import java.util.stream.Stream;
 
 import static cn.iocoder.yudao.framework.common.pojo.CommonResult.success;
+import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertListByFlatMap;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
 import static cn.iocoder.yudao.framework.operatelog.core.enums.OperateTypeEnum.EXPORT;
@@ -65,7 +63,7 @@ public class CrmReceivablePlanController {
     @Operation(summary = "创建回款计划")
     @PreAuthorize("@ss.hasPermission('crm:receivable-plan:create')")
     public CommonResult<Long> createReceivablePlan(@Valid @RequestBody CrmReceivablePlanCreateReqVO createReqVO) {
-        return success(receivablePlanService.createReceivablePlan(createReqVO));
+        return success(receivablePlanService.createReceivablePlan(createReqVO, getLoginUserId()));
     }
 
     @PutMapping("/update")
@@ -98,7 +96,7 @@ public class CrmReceivablePlanController {
     @Operation(summary = "获得回款计划分页")
     @PreAuthorize("@ss.hasPermission('crm:receivable-plan:query')")
     public CommonResult<PageResult<CrmReceivablePlanRespVO>> getReceivablePlanPage(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
-        PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(pageReqVO);
+        PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(pageReqVO, getLoginUserId());
         return success(convertDetailReceivablePlanPage(pageResult));
     }
 
@@ -106,7 +104,7 @@ public class CrmReceivablePlanController {
     @Operation(summary = "获得回款计划分页，基于指定客户")
     public CommonResult<PageResult<CrmReceivablePlanRespVO>> getReceivablePlanPageByCustomer(@Valid CrmReceivablePlanPageReqVO pageReqVO) {
         Assert.notNull(pageReqVO.getCustomerId(), "客户编号不能为空");
-        PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPageByCustomer(pageReqVO);
+        PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPageByCustomerId(pageReqVO);
         return success(convertDetailReceivablePlanPage(pageResult));
     }
 
@@ -117,7 +115,8 @@ public class CrmReceivablePlanController {
     @OperateLog(type = EXPORT)
     public void exportReceivablePlanExcel(@Valid CrmReceivablePlanPageReqVO exportReqVO,
                                           HttpServletResponse response) throws IOException {
-        PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(exportReqVO);
+        exportReqVO.setPageSize(PAGE_SIZE_NONE);
+        PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(exportReqVO, getLoginUserId());
         // 导出 Excel
         ExcelUtils.write(response, "回款计划.xls", "数据", CrmReceivablePlanRespVO.class,
                 convertDetailReceivablePlanPage(pageResult).getList());
@@ -149,4 +148,12 @@ public class CrmReceivablePlanController {
         return CrmReceivablePlanConvert.INSTANCE.convertPage(pageResult, userMap, customerList, contractList, receivableList);
     }
 
+    @PutMapping("/transfer")
+    @Operation(summary = "回款计划转移")
+    @PreAuthorize("@ss.hasPermission('crm:receivable-plan:update')")
+    public CommonResult<Boolean> transfer(@Valid @RequestBody CrmReceivablePlanTransferReqVO reqVO) {
+        receivablePlanService.transferReceivablePlan(reqVO, getLoginUserId());
+        return success(true);
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanPageReqVO.java

@@ -25,7 +25,4 @@ public class CrmReceivablePlanPageReqVO extends PageParam {
     @InEnum(CrmSceneTypeEnum.class)
     private Integer sceneType; // 场景类型，为 null 时则表示全部
 
-    @Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
-    private Boolean pool; // null 则表示为不是公海数据
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/plan/CrmReceivablePlanTransferReqVO.java

@@ -0,0 +1,31 @@
+package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan;
+
+import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+@Schema(description = "管理后台 - CRM 回款计划转移 Request VO")
+@Data
+public class CrmReceivablePlanTransferReqVO {
+
+    @Schema(description = "回款计划编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
+    @NotNull(message = "回款计划编号不能为空")
+    private Long id;
+
+    /**
+     * 新负责人的用户编号
+     */
+    @Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
+    @NotNull(message = "新负责人的用户编号不能为空")
+    private Long newOwnerUserId;
+
+    /**
+     * 老负责人加入团队后的权限级别。如果 null 说明移除
+     *
+     * 关联 {@link CrmPermissionLevelEnum}
+     */
+    @Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private Integer oldOwnerPermissionLevel;
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivablePageReqVO.java

@@ -27,7 +27,4 @@ public class CrmReceivablePageReqVO extends PageParam {
     @InEnum(CrmSceneTypeEnum.class)
     private Integer sceneType; // 场景类型，为 null 时则表示全部
 
-    @Schema(description = "是否为公海数据", requiredMode = Schema.RequiredMode.REQUIRED, example = "false")
-    private Boolean pool; // null 则表示为不是公海数据
-
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/controller/admin/receivable/vo/receivable/CrmReceivableTransferReqVO.java

@@ -0,0 +1,31 @@
+package cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable;
+
+import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
+import io.swagger.v3.oas.annotations.media.Schema;
+import jakarta.validation.constraints.NotNull;
+import lombok.Data;
+
+@Schema(description = "管理后台 - CRM 回款转移 Request VO")
+@Data
+public class CrmReceivableTransferReqVO {
+
+    @Schema(description = "回款编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
+    @NotNull(message = "回款编号不能为空")
+    private Long id;
+
+    /**
+     * 新负责人的用户编号
+     */
+    @Schema(description = "新负责人的用户编号", requiredMode = Schema.RequiredMode.REQUIRED, example = "10430")
+    @NotNull(message = "新负责人的用户编号不能为空")
+    private Long newOwnerUserId;
+
+    /**
+     * 老负责人加入团队后的权限级别。如果 null 说明移除
+     *
+     * 关联 {@link CrmPermissionLevelEnum}
+     */
+    @Schema(description = "老负责人加入团队后的权限级别", requiredMode = Schema.RequiredMode.REQUIRED, example = "2")
+    private Integer oldOwnerPermissionLevel;
+
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/clue/CrmClueConvert.java

@@ -1,13 +1,14 @@
 package cn.iocoder.yudao.module.crm.convert.clue;
 
-import java.util.*;
-
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
-
-import org.mapstruct.Mapper;
-import org.mapstruct.factory.Mappers;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.*;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
+import org.mapstruct.Mapper;
+import org.mapstruct.Mapping;
+import org.mapstruct.factory.Mappers;
+
+import java.util.List;
 
 /**
  * 线索 Convert
@@ -29,4 +30,7 @@ public interface CrmClueConvert {
 
     List<CrmClueExcelVO> convertList02(List<CrmClueDO> list);
 
+    @Mapping(target = "bizId", source = "reqVO.id")
+    CrmPermissionTransferReqBO convert(CrmClueTransferReqVO reqVO, Long userId);
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/contact/ContactConvert.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/contact/CrmContactConvert.java

@@ -9,7 +9,6 @@ import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferRe
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import org.mapstruct.Mapper;
 import org.mapstruct.Mapping;
-import org.mapstruct.Mappings;
 import org.mapstruct.factory.Mappers;
 
 import java.util.List;
@@ -26,9 +25,9 @@ import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAnd
  * @author 芋道源码
  */
 @Mapper
-public interface ContactConvert {
+public interface CrmContactConvert {
 
-    ContactConvert INSTANCE = Mappers.getMapper(ContactConvert.class);
+    CrmContactConvert INSTANCE = Mappers.getMapper(CrmContactConvert.class);
 
     CrmContactDO convert(CrmContactCreateReqVO bean);
 
@@ -48,10 +47,7 @@ public interface ContactConvert {
 
     List<CrmContactSimpleRespVO> convertAllList(List<CrmContactDO> list);
 
-    @Mappings({
-            @Mapping(target = "bizId", source = "reqVO.id"),
-            @Mapping(target = "newOwnerUserId", source = "reqVO.id")
-    })
+    @Mapping(target = "bizId", source = "reqVO.id")
     CrmPermissionTransferReqBO convert(CrmContactTransferReqVO reqVO, Long userId);
 
     /**

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/contract/ContractConvert.java → yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/contract/CrmContractConvert.java

@@ -8,7 +8,6 @@ import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferRe
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import org.mapstruct.Mapper;
 import org.mapstruct.Mapping;
-import org.mapstruct.Mappings;
 import org.mapstruct.factory.Mappers;
 
 import java.util.List;
@@ -23,9 +22,9 @@ import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAnd
  * @author dhb52
  */
 @Mapper
-public interface ContractConvert {
+public interface CrmContractConvert {
 
-    ContractConvert INSTANCE = Mappers.getMapper(ContractConvert.class);
+    CrmContractConvert INSTANCE = Mappers.getMapper(CrmContractConvert.class);
 
     CrmContractDO convert(CrmContractCreateReqVO bean);
 
@@ -39,10 +38,7 @@ public interface ContractConvert {
 
     List<CrmContractExcelVO> convertList02(List<CrmContractDO> list);
 
-    @Mappings({
-            @Mapping(target = "bizId", source = "reqVO.id"),
-            @Mapping(target = "newOwnerUserId", source = "reqVO.id")
-    })
+    @Mapping(target = "bizId", source = "reqVO.id")
     CrmPermissionTransferReqBO convert(CrmContractTransferReqVO reqVO, Long userId);
 
     default PageResult<ContractRespVO> convertPage(PageResult<CrmContractDO> pageResult, Map<Long, AdminUserRespDTO> userMap,

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/receivable/CrmReceivableConvert.java

@@ -3,12 +3,15 @@ package cn.iocoder.yudao.module.crm.convert.receivable;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import org.mapstruct.Mapper;
+import org.mapstruct.Mapping;
 import org.mapstruct.factory.Mappers;
 
 import java.util.List;
@@ -58,4 +61,7 @@ public interface CrmReceivableConvert {
         findAndThen(userMap, Long.parseLong(receivable.getCreator()), user -> receivable.setCreatorName(user.getNickname()));
     }
 
+    @Mapping(target = "bizId", source = "reqVO.id")
+    CrmPermissionTransferReqBO convert(CrmReceivableTransferReqVO reqVO, Long userId);
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/convert/receivable/CrmReceivablePlanConvert.java

@@ -3,13 +3,16 @@ package cn.iocoder.yudao.module.crm.convert.receivable;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanRespVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionTransferReqBO;
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import org.mapstruct.Mapper;
+import org.mapstruct.Mapping;
 import org.mapstruct.factory.Mappers;
 
 import java.util.List;
@@ -63,4 +66,7 @@ public interface CrmReceivablePlanConvert {
         findAndThen(userMap, Long.parseLong(receivablePlan.getCreator()), user -> receivablePlan.setCreatorName(user.getNickname()));
     }
 
+    @Mapping(target = "bizId", source = "reqVO.id")
+    CrmPermissionTransferReqBO convert(CrmReceivablePlanTransferReqVO reqVO, Long userId);
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/business/CrmBusinessMapper.java

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.dal.mysql.business;
 
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
+import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.business.vo.business.CrmBusinessPageReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.business.CrmBusinessDO;
@@ -27,14 +28,23 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
                 .set(CrmBusinessDO::getOwnerUserId, ownerUserId));
     }
 
+    default PageResult<CrmBusinessDO> selectPageByCustomerId(CrmBusinessPageReqVO pageReqVO) {
+        return selectPage(pageReqVO, new LambdaQueryWrapperX<CrmBusinessDO>()
+                .eq(CrmBusinessDO::getCustomerId, pageReqVO.getCustomerId())  // 指定客户编号
+                .likeIfPresent(CrmBusinessDO::getName, pageReqVO.getName())
+                .orderByDesc(CrmBusinessDO::getId));
+    }
+
     default PageResult<CrmBusinessDO> selectPage(CrmBusinessPageReqVO pageReqVO, Long userId) {
         MPJLambdaWrapperX<CrmBusinessDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderPageQuery(query, CrmBizTypeEnum.CRM_BUSINESS.getType(), CrmBusinessDO::getId,
-                userId, pageReqVO.getSceneType(), pageReqVO.getPool());
+        boolean condition = CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_BUSINESS.getType(),
+                CrmBusinessDO::getId, userId, pageReqVO.getSceneType(), Boolean.FALSE);
+        if (!condition) {
+            return PageResult.empty();
+        }
         // 拼接自身的查询条件
         query.selectAll(CrmBusinessDO.class)
-                .eqIfPresent(CrmBusinessDO::getCustomerId, pageReqVO.getCustomerId())  // 指定客户编号
                 .likeIfPresent(CrmBusinessDO::getName, pageReqVO.getName())
                 .orderByDesc(CrmBusinessDO::getId);
         return selectJoinPage(pageReqVO, CrmBusinessDO.class, query);
@@ -43,7 +53,7 @@ public interface CrmBusinessMapper extends BaseMapperX<CrmBusinessDO> {
     default List<CrmBusinessDO> selectBatchIds(Collection<Long> ids, Long userId) {
         MPJLambdaWrapperX<CrmBusinessDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderListQueryBatch(query, CrmBizTypeEnum.CRM_BUSINESS.getType(), ids, userId);
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_BUSINESS.getType(), ids, userId);
         return selectJoinList(CrmBusinessDO.class, query);
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/clue/CrmClueMapper.java

@@ -30,8 +30,11 @@ public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
     default PageResult<CrmClueDO> selectPage(CrmCluePageReqVO pageReqVO, Long userId) {
         MPJLambdaWrapperX<CrmClueDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderPageQuery(query, CrmBizTypeEnum.CRM_LEADS.getType(), CrmClueDO::getId,
-                userId, pageReqVO.getSceneType(), pageReqVO.getPool());
+        boolean condition = CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_LEADS.getType(),
+                CrmClueDO::getId, userId, pageReqVO.getSceneType(), pageReqVO.getPool());
+        if (!condition) {
+            return PageResult.empty();
+        }
         // 拼接自身的查询条件
         query.selectAll(CrmClueDO.class)
                 .likeIfPresent(CrmClueDO::getName, pageReqVO.getName())
@@ -44,7 +47,7 @@ public interface CrmClueMapper extends BaseMapperX<CrmClueDO> {
     default List<CrmClueDO> selectBatchIds(Collection<Long> ids, Long userId) {
         MPJLambdaWrapperX<CrmClueDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderListQueryBatch(query, CrmBizTypeEnum.CRM_LEADS.getType(), ids, userId);
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_LEADS.getType(), ids, userId);
         return selectJoinList(CrmClueDO.class, query);
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contact/CrmContactMapper.java

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.dal.mysql.contact;
 
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
+import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactPageReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
@@ -27,14 +28,28 @@ public interface CrmContactMapper extends BaseMapperX<CrmContactDO> {
                 .set(CrmContactDO::getOwnerUserId, ownerUserId));
     }
 
+    default PageResult<CrmContactDO> selectPageByCustomerId(CrmContactPageReqVO pageVO) {
+        return selectPage(pageVO, new LambdaQueryWrapperX<CrmContactDO>()
+                .eq(CrmContactDO::getCustomerId, pageVO.getCustomerId()) // 指定客户编号
+                .likeIfPresent(CrmContactDO::getName, pageVO.getName())
+                .eqIfPresent(CrmContactDO::getMobile, pageVO.getMobile())
+                .eqIfPresent(CrmContactDO::getTelephone, pageVO.getTelephone())
+                .eqIfPresent(CrmContactDO::getEmail, pageVO.getEmail())
+                .eqIfPresent(CrmContactDO::getQq, pageVO.getQq())
+                .eqIfPresent(CrmContactDO::getWechat, pageVO.getWechat())
+                .orderByDesc(CrmContactDO::getId));
+    }
+
     default PageResult<CrmContactDO> selectPage(CrmContactPageReqVO pageReqVO, Long userId) {
         MPJLambdaWrapperX<CrmContactDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderPageQuery(query, CrmBizTypeEnum.CRM_CONTACT.getType(), CrmContactDO::getId,
-                userId, pageReqVO.getSceneType(), pageReqVO.getPool());
+        boolean condition = CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTACT.getType(),
+                CrmContactDO::getId, userId, pageReqVO.getSceneType(), Boolean.FALSE);
+        if (!condition) {
+            return PageResult.empty();
+        }
         // 拼接自身的查询条件
         query.selectAll(CrmContactDO.class)
-                .eqIfPresent(CrmContactDO::getCustomerId, pageReqVO.getCustomerId()) // 指定客户编号
                 .likeIfPresent(CrmContactDO::getName, pageReqVO.getName())
                 .eqIfPresent(CrmContactDO::getMobile, pageReqVO.getMobile())
                 .eqIfPresent(CrmContactDO::getTelephone, pageReqVO.getTelephone())
@@ -48,7 +63,7 @@ public interface CrmContactMapper extends BaseMapperX<CrmContactDO> {
     default List<CrmContactDO> selectBatchIds(Collection<Long> ids, Long userId) {
         MPJLambdaWrapperX<CrmContactDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderListQueryBatch(query, CrmBizTypeEnum.CRM_CONTACT.getType(), ids, userId);
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CONTACT.getType(), ids, userId);
         return selectJoinList(CrmContactDO.class, query);
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/contract/CrmContractMapper.java

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.dal.mysql.contract;
 
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
+import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
@@ -27,13 +28,26 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
                 .set(CrmContractDO::getOwnerUserId, ownerUserId));
     }
 
+    default PageResult<CrmContractDO> selectPageByCustomerId(CrmContractPageReqVO pageReqVO) {
+        return selectPage(pageReqVO, new LambdaQueryWrapperX<CrmContractDO>()
+                .eq(CrmContractDO::getCustomerId, pageReqVO.getCustomerId())
+                .likeIfPresent(CrmContractDO::getNo, pageReqVO.getNo())
+                .likeIfPresent(CrmContractDO::getName, pageReqVO.getName())
+                .eqIfPresent(CrmContractDO::getCustomerId, pageReqVO.getCustomerId())
+                .eqIfPresent(CrmContractDO::getBusinessId, pageReqVO.getBusinessId())
+                .orderByDesc(CrmContractDO::getId));
+    }
+
     default PageResult<CrmContractDO> selectPage(CrmContractPageReqVO pageReqVO, Long userId) {
         MPJLambdaWrapperX<CrmContractDO> mpjLambdaWrapperX = new MPJLambdaWrapperX<>();
-        // 构建数据权限连表条件
-        CrmQueryWrapperUtils.builderPageQuery(mpjLambdaWrapperX, CrmBizTypeEnum.CRM_CONTACT.getType(), CrmContractDO::getId,
-                userId, pageReqVO.getSceneType(), pageReqVO.getPool());
+        // 拼接数据权限的查询条件
+        boolean condition = CrmQueryWrapperUtils.appendPermissionCondition(mpjLambdaWrapperX, CrmBizTypeEnum.CRM_CONTACT.getType(),
+                CrmContractDO::getId, userId, pageReqVO.getSceneType(), Boolean.FALSE);
+        if (!condition) {
+            return PageResult.empty();
+        }
+        // 拼接自身的查询条件
         mpjLambdaWrapperX.selectAll(CrmContractDO.class)
-                .eqIfPresent(CrmContractDO::getCustomerId, pageReqVO.getCustomerId())
                 .likeIfPresent(CrmContractDO::getNo, pageReqVO.getNo())
                 .likeIfPresent(CrmContractDO::getName, pageReqVO.getName())
                 .eqIfPresent(CrmContractDO::getCustomerId, pageReqVO.getCustomerId())
@@ -45,7 +59,7 @@ public interface CrmContractMapper extends BaseMapperX<CrmContractDO> {
     default List<CrmContractDO> selectBatchIds(Collection<Long> ids, Long userId) {
         MPJLambdaWrapperX<CrmContractDO> mpjLambdaWrapperX = new MPJLambdaWrapperX<>();
         // 构建数据权限连表条件
-        CrmQueryWrapperUtils.builderListQueryBatch(mpjLambdaWrapperX, CrmBizTypeEnum.CRM_CONTACT.getType(), ids, userId);
+        CrmQueryWrapperUtils.appendPermissionCondition(mpjLambdaWrapperX, CrmBizTypeEnum.CRM_CONTACT.getType(), ids, userId);
         return selectJoinList(CrmContractDO.class, mpjLambdaWrapperX);
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/customer/CrmCustomerMapper.java

@@ -30,8 +30,11 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
     default PageResult<CrmCustomerDO> selectPage(CrmCustomerPageReqVO pageReqVO, Long userId) {
         MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderPageQuery(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(), CrmCustomerDO::getId,
-                userId, pageReqVO.getSceneType(), pageReqVO.getPool());
+        boolean condition = CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(),
+                CrmCustomerDO::getId, userId, pageReqVO.getSceneType(), pageReqVO.getPool());
+        if (!condition) {
+            return PageResult.empty();
+        }
         // 拼接自身的查询条件
         query.selectAll(CrmCustomerDO.class)
                 .likeIfPresent(CrmCustomerDO::getName, pageReqVO.getName())
@@ -45,7 +48,7 @@ public interface CrmCustomerMapper extends BaseMapperX<CrmCustomerDO> {
     default List<CrmCustomerDO> selectBatchIds(Collection<Long> ids, Long userId) {
         MPJLambdaWrapperX<CrmCustomerDO> query = new MPJLambdaWrapperX<>();
         // 拼接数据权限的查询条件
-        CrmQueryWrapperUtils.builderListQueryBatch(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(), ids, userId);
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_CUSTOMER.getType(), ids, userId);
         return selectJoinList(CrmCustomerDO.class, query);
     }
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/permission/CrmPermissionMapper.java

@@ -46,4 +46,10 @@ public interface CrmPermissionMapper extends BaseMapperX<CrmPermissionDO> {
                 .eq(CrmPermissionDO::getId, id).eq(CrmPermissionDO::getUserId, userId));
     }
 
+    default int deletePermission(Integer bizType, Long bizId) {
+        return delete(new LambdaQueryWrapperX<CrmPermissionDO>()
+                .eq(CrmPermissionDO::getBizType, bizType)
+                .eq(CrmPermissionDO::getBizId, bizId));
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivableMapper.java

@@ -3,10 +3,17 @@ package cn.iocoder.yudao.module.crm.dal.mysql.receivable;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
+import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
+import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
 
+import java.util.Collection;
+import java.util.List;
+
 /**
  * 回款 Mapper
  *
@@ -15,15 +22,13 @@ import org.apache.ibatis.annotations.Mapper;
 @Mapper
 public interface CrmReceivableMapper extends BaseMapperX<CrmReceivableDO> {
 
-    default PageResult<CrmReceivableDO> selectPage(CrmReceivablePageReqVO reqVO) {
-        return selectPage(reqVO, new LambdaQueryWrapperX<CrmReceivableDO>()
-                .eqIfPresent(CrmReceivableDO::getNo, reqVO.getNo())
-                .eqIfPresent(CrmReceivableDO::getPlanId, reqVO.getPlanId())
-                .eqIfPresent(CrmReceivableDO::getCustomerId, reqVO.getCustomerId())
-                .orderByDesc(CrmReceivableDO::getId));
+    default int updateOwnerUserIdById(Long id, Long ownerUserId) {
+        return update(new LambdaUpdateWrapper<CrmReceivableDO>()
+                .eq(CrmReceivableDO::getId, id)
+                .set(CrmReceivableDO::getOwnerUserId, ownerUserId));
     }
 
-    default PageResult<CrmReceivableDO> selectPageByCustomer(CrmReceivablePageReqVO reqVO) {
+    default PageResult<CrmReceivableDO> selectPageByCustomerId(CrmReceivablePageReqVO reqVO) {
         return selectPage(reqVO, new LambdaQueryWrapperX<CrmReceivableDO>()
                 .eq(CrmReceivableDO::getCustomerId, reqVO.getCustomerId()) // 必须传递
                 .eqIfPresent(CrmReceivableDO::getNo, reqVO.getNo())
@@ -31,4 +36,27 @@ public interface CrmReceivableMapper extends BaseMapperX<CrmReceivableDO> {
                 .orderByDesc(CrmReceivableDO::getId));
     }
 
+    default PageResult<CrmReceivableDO> selectPage(CrmReceivablePageReqVO pageReqVO, Long userId) {
+        MPJLambdaWrapperX<CrmReceivableDO> query = new MPJLambdaWrapperX<>();
+        // 拼接数据权限的查询条件
+        boolean condition = CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE.getType(),
+                CrmReceivableDO::getId, userId, pageReqVO.getSceneType(), Boolean.FALSE);
+        if (!condition) {
+            return PageResult.empty();
+        }
+        // 拼接自身的查询条件
+        query.selectAll(CrmReceivableDO.class)
+                .eqIfPresent(CrmReceivableDO::getNo, pageReqVO.getNo())
+                .eqIfPresent(CrmReceivableDO::getPlanId, pageReqVO.getPlanId())
+                .orderByDesc(CrmReceivableDO::getId);
+        return selectJoinPage(pageReqVO, CrmReceivableDO.class, query);
+    }
+
+    default List<CrmReceivableDO> selectBatchIds(Collection<Long> ids, Long userId) {
+        MPJLambdaWrapperX<CrmReceivableDO> query = new MPJLambdaWrapperX<>();
+        // 拼接数据权限的查询条件
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE.getType(), ids, userId);
+        return selectJoinList(CrmReceivableDO.class, query);
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/dal/mysql/receivable/CrmReceivablePlanMapper.java

@@ -3,10 +3,17 @@ package cn.iocoder.yudao.module.crm.dal.mysql.receivable;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
 import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
+import cn.iocoder.yudao.framework.mybatis.core.query.MPJLambdaWrapperX;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
+import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
+import cn.iocoder.yudao.module.crm.util.CrmQueryWrapperUtils;
+import com.baomidou.mybatisplus.core.conditions.update.LambdaUpdateWrapper;
 import org.apache.ibatis.annotations.Mapper;
 
+import java.util.Collection;
+import java.util.List;
+
 /**
  * 回款计划 Mapper
  *
@@ -15,18 +22,40 @@ import org.apache.ibatis.annotations.Mapper;
 @Mapper
 public interface CrmReceivablePlanMapper extends BaseMapperX<CrmReceivablePlanDO> {
 
-    default PageResult<CrmReceivablePlanDO> selectPage(CrmReceivablePlanPageReqVO reqVO) {
-        return selectPage(reqVO, new LambdaQueryWrapperX<CrmReceivablePlanDO>()
-                .eqIfPresent(CrmReceivablePlanDO::getCustomerId, reqVO.getCustomerId())
-                .eqIfPresent(CrmReceivablePlanDO::getContractId, reqVO.getContractId())
-                .orderByDesc(CrmReceivablePlanDO::getId));
+    default int updateOwnerUserIdById(Long id, Long ownerUserId) {
+        return update(new LambdaUpdateWrapper<CrmReceivablePlanDO>()
+                .eq(CrmReceivablePlanDO::getId, id)
+                .set(CrmReceivablePlanDO::getOwnerUserId, ownerUserId));
     }
 
-    default PageResult<CrmReceivablePlanDO> selectPageByCustomer(CrmReceivablePlanPageReqVO reqVO) {
+    default PageResult<CrmReceivablePlanDO> selectPageByCustomerId(CrmReceivablePlanPageReqVO reqVO) {
         return selectPage(reqVO, new LambdaQueryWrapperX<CrmReceivablePlanDO>()
                 .eq(CrmReceivablePlanDO::getCustomerId, reqVO.getCustomerId()) // 必须传递
                 .eqIfPresent(CrmReceivablePlanDO::getContractId, reqVO.getContractId())
                 .orderByDesc(CrmReceivablePlanDO::getId));
     }
 
+    default PageResult<CrmReceivablePlanDO> selectPage(CrmReceivablePlanPageReqVO pageReqVO, Long userId) {
+        MPJLambdaWrapperX<CrmReceivablePlanDO> query = new MPJLambdaWrapperX<>();
+        // 拼接数据权限的查询条件
+        boolean condition = CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(),
+                CrmReceivablePlanDO::getId, userId, pageReqVO.getSceneType(), Boolean.FALSE);
+        if (!condition) {
+            return PageResult.empty();
+        }
+        // 拼接自身的查询条件
+        query.selectAll(CrmReceivablePlanDO.class)
+                .eqIfPresent(CrmReceivablePlanDO::getCustomerId, pageReqVO.getCustomerId())
+                .eqIfPresent(CrmReceivablePlanDO::getContractId, pageReqVO.getContractId())
+                .orderByDesc(CrmReceivablePlanDO::getId);
+        return selectJoinPage(pageReqVO, CrmReceivablePlanDO.class, query);
+    }
+
+    default List<CrmReceivablePlanDO> selectBatchIds(Collection<Long> ids, Long userId) {
+        MPJLambdaWrapperX<CrmReceivablePlanDO> query = new MPJLambdaWrapperX<>();
+        // 拼接数据权限的查询条件
+        CrmQueryWrapperUtils.appendPermissionCondition(query, CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType(), ids, userId);
+        return selectJoinList(CrmReceivablePlanDO.class, query);
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/bizlog/function/CrmIndustryParseFunction.java

@@ -0,0 +1,46 @@
+package cn.iocoder.yudao.module.crm.framework.bizlog.function;
+
+import cn.hutool.core.util.StrUtil;
+import cn.iocoder.yudao.framework.dict.core.util.DictFrameworkUtils;
+import com.mzt.logapi.service.IParseFunction;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.stereotype.Component;
+
+import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_INDUSTRY;
+
+/**
+ * 自定义函数-通过行业编号获取行业信息
+ *
+ * @author HUIHUI
+ */
+@Slf4j
+@Component
+public class CrmIndustryParseFunction implements IParseFunction {
+
+    @Override
+    public boolean executeBefore() {
+        return true; // 先转换值后对比
+    }
+
+    @Override
+    public String functionName() {
+        return "getIndustryById";
+    }
+
+    @Override
+    public String apply(Object value) {
+        if (value == null) {
+            return "";
+        }
+        if (StrUtil.isEmpty(value.toString())) {
+            return "";
+        }
+
+        // 获取行业信息
+        try {
+            return DictFrameworkUtils.getDictDataLabel(CRM_CUSTOMER_INDUSTRY, value.toString());
+        } catch (Exception ignored) {
+        }
+        return "";
+    }
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/bizlog/function/CrmLevelParseFunction.java

@@ -0,0 +1,46 @@
+package cn.iocoder.yudao.module.crm.framework.bizlog.function;
+
+import cn.hutool.core.util.StrUtil;
+import cn.iocoder.yudao.framework.dict.core.util.DictFrameworkUtils;
+import com.mzt.logapi.service.IParseFunction;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.stereotype.Component;
+
+import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_LEVEL;
+
+/**
+ * 自定义函数-通过客户等级编号获取客户等级信息
+ *
+ * @author HUIHUI
+ */
+@Slf4j
+@Component
+public class CrmLevelParseFunction implements IParseFunction {
+
+    @Override
+    public boolean executeBefore() {
+        return true; // 先转换值后对比
+    }
+
+    @Override
+    public String functionName() {
+        return "getLevel";
+    }
+
+    @Override
+    public String apply(Object value) {
+        if (value == null) {
+            return "";
+        }
+        if (StrUtil.isEmpty(value.toString())) {
+            return "";
+        }
+
+        // 获取客户等级信息
+        try {
+            return DictFrameworkUtils.getDictDataLabel(CRM_CUSTOMER_LEVEL, value.toString());
+        } catch (Exception ignored) {
+        }
+        return "";
+    }
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/bizlog/function/CrmSourceParseFunction.java

@@ -0,0 +1,46 @@
+package cn.iocoder.yudao.module.crm.framework.bizlog.function;
+
+import cn.hutool.core.util.StrUtil;
+import cn.iocoder.yudao.framework.dict.core.util.DictFrameworkUtils;
+import com.mzt.logapi.service.IParseFunction;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.stereotype.Component;
+
+import static cn.iocoder.yudao.module.crm.enums.DictTypeConstants.CRM_CUSTOMER_SOURCE;
+
+/**
+ * 自定义函数-通过客户来源编号获取客户来源信息
+ *
+ * @author HUIHUI
+ */
+@Slf4j
+@Component
+public class CrmSourceParseFunction implements IParseFunction {
+
+    @Override
+    public boolean executeBefore() {
+        return true; // 先转换值后对比
+    }
+
+    @Override
+    public String functionName() {
+        return "getSource";
+    }
+
+    @Override
+    public String apply(Object value) {
+        if (value == null) {
+            return "";
+        }
+        if (StrUtil.isEmpty(value.toString())) {
+            return "";
+        }
+
+        // 获取客户来源信息
+        try {
+            return DictFrameworkUtils.getDictDataLabel(CRM_CUSTOMER_SOURCE, value.toString());
+        } catch (Exception ignored) {
+        }
+        return "";
+    }
+}

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/framework/bizlog/package-info.java

@@ -0,0 +1 @@
+package cn.iocoder.yudao.module.crm.framework.bizlog;

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessService.java

@@ -75,10 +75,9 @@ public interface CrmBusinessService {
      * 数据权限：基于 {@link CrmCustomerDO} 读取
      *
      * @param pageReqVO 分页查询
-     * @param userId    用户编号
      * @return 联系人分页
      */
-    PageResult<CrmBusinessDO> getBusinessPageByCustomer(CrmBusinessPageReqVO pageReqVO, Long userId);
+    PageResult<CrmBusinessDO> getBusinessPageByCustomerId(CrmBusinessPageReqVO pageReqVO);
 
     /**
      * 商机转移

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/business/CrmBusinessServiceImpl.java

@@ -111,11 +111,9 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
     }
 
     @Override
-    public PageResult<CrmBusinessDO> getBusinessPageByCustomer(CrmBusinessPageReqVO pageReqVO, Long userId) {
-        // 校验客户存在 TODO @puhui999：这里不校验
-        customerService.validateCustomer(pageReqVO.getCustomerId());
-        // TODO @puhui999：感觉这里貌似不太复用用 selectPage，因为他可能没商机权限，只是因为能看 customer，所以可以看到列表
-        return businessMapper.selectPage(pageReqVO, userId);
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#pageReqVO.customerId", level = CrmPermissionLevelEnum.READ)
+    public PageResult<CrmBusinessDO> getBusinessPageByCustomerId(CrmBusinessPageReqVO pageReqVO) {
+        return businessMapper.selectPageByCustomerId(pageReqVO);
     }
 
     @Override
@@ -127,7 +125,6 @@ public class CrmBusinessServiceImpl implements CrmBusinessService {
         // 2.1 数据权限转移
         crmPermissionService.transferPermission(
                 CrmBusinessConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_BUSINESS.getType()));
-
         // 2.2 设置新的负责人
         businessMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueService.java

@@ -3,6 +3,7 @@ package cn.iocoder.yudao.module.crm.service.clue;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
 import jakarta.validation.Valid;
@@ -64,4 +65,12 @@ public interface CrmClueService {
      */
     PageResult<CrmClueDO> getCluePage(CrmCluePageReqVO pageReqVO, Long userId);
 
+    /**
+     * 线索转移
+     *
+     * @param reqVO  请求
+     * @param userId 用户编号
+     */
+    void transferClue(CrmClueTransferReqVO reqVO, Long userId);
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/clue/CrmClueServiceImpl.java

@@ -5,6 +5,7 @@ import cn.hutool.core.collection.ListUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmCluePageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.clue.vo.CrmClueUpdateReqVO;
 import cn.iocoder.yudao.module.crm.convert.clue.CrmClueConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.clue.CrmClueDO;
@@ -101,4 +102,18 @@ public class CrmClueServiceImpl implements CrmClueService {
         return clueMapper.selectPage(pageReqVO, userId);
     }
 
+    @Override
+    public void transferClue(CrmClueTransferReqVO reqVO, Long userId) {
+        // 1 校验线索是否存在
+        validateClueExists(reqVO.getId());
+
+        // 2.1 数据权限转移
+        crmPermissionService.transferPermission(
+                CrmClueConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_LEADS.getType()));
+        // 2.2 设置新的负责人
+        clueMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
+
+        // 3. TODO 记录转移日志
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactService.java

@@ -3,8 +3,10 @@ package cn.iocoder.yudao.module.crm.service.contact;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
+import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import jakarta.validation.Valid;
 
 import java.util.Collection;
@@ -71,12 +73,19 @@ public interface CrmContactService {
     /**
      * 获得联系人分页
      *
-     * 数据权限：基于 {@link CrmContactDO}
+     * 数据权限：基于 {@link CrmCustomerDO}
      *
      * @param pageVO 分页查询
-     * @param userId 用户编号
      * @return 联系人分页
      */
-    PageResult<CrmContactDO> getContactPageByCustomerId(CrmContactPageReqVO pageVO, Long userId);
+    PageResult<CrmContactDO> getContactPageByCustomerId(CrmContactPageReqVO pageVO);
+
+    /**
+     * 联系人转移
+     *
+     * @param reqVO  请求
+     * @param userId 用户编号
+     */
+    void transferContact(CrmContactTransferReqVO reqVO, Long userId);
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contact/CrmContactServiceImpl.java

@@ -3,11 +3,8 @@ package cn.iocoder.yudao.module.crm.service.contact;
 import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.collection.ListUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
-import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactBaseVO;
-import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactCreateReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactPageReqVO;
-import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.CrmContactUpdateReqVO;
-import cn.iocoder.yudao.module.crm.convert.contact.ContactConvert;
+import cn.iocoder.yudao.module.crm.controller.admin.contact.vo.*;
+import cn.iocoder.yudao.module.crm.convert.contact.CrmContactConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contact.CrmContactDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.contact.CrmContactMapper;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@@ -56,7 +53,7 @@ public class CrmContactServiceImpl implements CrmContactService {
         // 1.1 校验
         validateRelationDataExists(createReqVO);
         // 1.2 插入
-        CrmContactDO contact = ContactConvert.INSTANCE.convert(createReqVO);
+        CrmContactDO contact = CrmContactConvert.INSTANCE.convert(createReqVO);
         contactMapper.insert(contact);
 
         // 2. 创建数据权限
@@ -73,7 +70,7 @@ public class CrmContactServiceImpl implements CrmContactService {
         validateContactExists(updateReqVO.getId());
         validateRelationDataExists(updateReqVO);
         // 2. 更新
-        CrmContactDO updateObj = ContactConvert.INSTANCE.convert(updateReqVO);
+        CrmContactDO updateObj = CrmContactConvert.INSTANCE.convert(updateReqVO);
         contactMapper.updateById(updateObj);
     }
 
@@ -134,11 +131,23 @@ public class CrmContactServiceImpl implements CrmContactService {
     }
 
     @Override
-    public PageResult<CrmContactDO> getContactPageByCustomerId(CrmContactPageReqVO pageVO, Long userId) {
-        // 校验用户存在
-        customerService.validateCustomer(pageVO.getCustomerId());
-        // TODO @puhui999：getBusinessPageByCustomer 同理
-        return contactMapper.selectPage(pageVO, userId);
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#pageVO.customerId", level = CrmPermissionLevelEnum.READ)
+    public PageResult<CrmContactDO> getContactPageByCustomerId(CrmContactPageReqVO pageVO) {
+        return contactMapper.selectPageByCustomerId(pageVO);
+    }
+
+    @Override
+    public void transferContact(CrmContactTransferReqVO reqVO, Long userId) {
+        // 1 校验联系人是否存在
+        validateContactExists(reqVO.getId());
+
+        // 2.1 数据权限转移
+        crmPermissionService.transferPermission(
+                CrmContactConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_CONTACT.getType()));
+        // 2.2 设置新的负责人
+        contactMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
+
+        // 3. TODO 记录转移日志
     }
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractService.java

@@ -75,12 +75,9 @@ public interface CrmContractService {
      * 数据权限：基于 {@link CrmCustomerDO} 读取
      *
      * @param pageReqVO 分页查询
-     * @param userId    用户编号
      * @return 联系人分页
      */
-    default PageResult<CrmContractDO> getContractPageByCustomer(CrmContractPageReqVO pageReqVO, Long userId) {
-        return getContractPage(pageReqVO, userId);
-    }
+    PageResult<CrmContractDO> getContractPageByCustomerId(CrmContractPageReqVO pageReqVO);
 
     /**
      * 合同转移

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/contract/CrmContractServiceImpl.java

@@ -7,7 +7,7 @@ import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractCreat
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractPageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.contract.vo.CrmContractUpdateReqVO;
-import cn.iocoder.yudao.module.crm.convert.contract.ContractConvert;
+import cn.iocoder.yudao.module.crm.convert.contract.CrmContractConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.contract.CrmContractMapper;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
@@ -44,7 +44,7 @@ public class CrmContractServiceImpl implements CrmContractService {
     @Override
     public Long createContract(CrmContractCreateReqVO createReqVO, Long userId) {
         // 插入
-        CrmContractDO contract = ContractConvert.INSTANCE.convert(createReqVO);
+        CrmContractDO contract = CrmContractConvert.INSTANCE.convert(createReqVO);
         contractMapper.insert(contract);
 
         // 创建数据权限
@@ -61,7 +61,7 @@ public class CrmContractServiceImpl implements CrmContractService {
         // 校验存在
         validateContractExists(updateReqVO.getId());
         // 更新
-        CrmContractDO updateObj = ContractConvert.INSTANCE.convert(updateReqVO);
+        CrmContractDO updateObj = CrmContractConvert.INSTANCE.convert(updateReqVO);
         contractMapper.updateById(updateObj);
     }
 
@@ -104,6 +104,12 @@ public class CrmContractServiceImpl implements CrmContractService {
         return contractMapper.selectPage(pageReqVO, userId);
     }
 
+    @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#pageReqVO.customerId", level = CrmPermissionLevelEnum.READ)
+    public PageResult<CrmContractDO> getContractPageByCustomerId(CrmContractPageReqVO pageReqVO) {
+        return contractMapper.selectPageByCustomerId(pageReqVO);
+    }
+
     @Override
     @Transactional(rollbackFor = Exception.class)
     public void transferContract(CrmContractTransferReqVO reqVO, Long userId) {
@@ -112,7 +118,7 @@ public class CrmContractServiceImpl implements CrmContractService {
 
         // 2.1 数据权限转移
         crmPermissionService.transferPermission(
-                ContractConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_CONTRACT.getType()));
+                CrmContractConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_CONTRACT.getType()));
         // 2.2 设置负责人
         contractMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
 

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/customer/CrmCustomerServiceImpl.java

@@ -2,6 +2,7 @@ package cn.iocoder.yudao.module.crm.service.customer;
 
 import cn.hutool.core.collection.CollUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerPageReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.customer.vo.CrmCustomerTransferReqVO;
@@ -15,6 +16,9 @@ import cn.iocoder.yudao.module.crm.framework.core.annotations.CrmPermission;
 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.user.AdminUserApi;
+import com.mzt.logapi.context.LogRecordContext;
+import com.mzt.logapi.service.impl.DiffParseFunction;
+import com.mzt.logapi.starter.annotation.LogRecord;
 import jakarta.annotation.Resource;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
@@ -24,6 +28,8 @@ import java.util.*;
 
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
+import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.CRM_CUSTOMER;
+import static cn.iocoder.yudao.module.crm.enums.LogRecordConstants.TRANSFER_CUSTOMER_LOG_SUCCESS;
 import static java.util.Collections.singletonList;
 
 /**
@@ -59,11 +65,14 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
     @Override
     @Transactional(rollbackFor = Exception.class)
+    @LogRecord(success = "更新了客户{_DIFF{#updateReqVO}}", type = CRM_CUSTOMER, subType = "更新客户", bizNo = "{{#updateReqVO.id}}")
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
     public void updateCustomer(CrmCustomerUpdateReqVO updateReqVO) {
         // 校验存在
-        validateCustomerExists(updateReqVO.getId());
+        CrmCustomerDO oldCustomerDO = validateCustomerExists(updateReqVO.getId());
 
+        // __DIFF 函数传递了一个参数，传递的参数是修改之后的对象，这种方式需要在方法内部向 LogRecordContext 中 put 一个变量，代表是之前的对象，这个对象可以是null
+        LogRecordContext.putVariable(DiffParseFunction.OLD_OBJECT, BeanUtils.toBean(oldCustomerDO, CrmCustomerUpdateReqVO.class));
         // 更新
         CrmCustomerDO updateObj = CrmCustomerConvert.INSTANCE.convert(updateReqVO);
         customerMapper.updateById(updateObj);
@@ -82,10 +91,12 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
         crmPermissionService.deletePermission(CrmBizTypeEnum.CRM_CUSTOMER.getType(), id);
     }
 
-    private void validateCustomerExists(Long id) {
-        if (customerMapper.selectById(id) == null) {
+    private CrmCustomerDO validateCustomerExists(Long id) {
+        CrmCustomerDO customerDO = customerMapper.selectById(id);
+        if (customerDO == null) {
             throw exception(CUSTOMER_NOT_EXISTS);
         }
+        return customerDO;
     }
 
     @Override
@@ -114,7 +125,6 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
      */
     @Override
     public void validateCustomer(Long customerId) {
-        // TODO puhui999: 不返回客户不走校验应该可行
         // 校验客户是否存在
         if (customerId == null) {
             throw exception(CUSTOMER_NOT_EXISTS);
@@ -127,11 +137,13 @@ public class CrmCustomerServiceImpl implements CrmCustomerService {
 
     @Override
     @Transactional(rollbackFor = Exception.class)
+    @LogRecord(success = TRANSFER_CUSTOMER_LOG_SUCCESS, type = CRM_CUSTOMER, subType = "客户转移", bizNo = "{{#reqVO.id}}")
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#reqVO.id", level = CrmPermissionLevelEnum.OWNER)
     public void transferCustomer(CrmCustomerTransferReqVO reqVO, Long userId) {
         // 1. 校验客户是否存在
         validateCustomer(reqVO.getId());
-
+        // 添加 crmCustomer 到日志上下文 TODO 日志记录放在 service 里是因为已经过了权限校验查询时不用走两次校验
+        LogRecordContext.putVariable("crmCustomer", customerMapper.selectById(reqVO.getId()));
         // 2.1 数据权限转移
         crmPermissionService.transferPermission(
                 CrmCustomerConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_CUSTOMER.getType()));

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/permission/CrmPermissionServiceImpl.java

@@ -138,15 +138,13 @@ public class CrmPermissionServiceImpl implements CrmPermissionService {
     }
 
     @Override
+    @Transactional(rollbackFor = Exception.class)
     public void deletePermission(Integer bizType, Long bizId) {
-        // TODO @puhui999：这种直接写条件删除；不需要先查询，再删除
-        List<CrmPermissionDO> permissionList = crmPermissionMapper.selectByBizTypeAndBizId(bizType, bizId);
-        if (CollUtil.isEmpty(permissionList)) {
-            return;
-        }
-
         // 删除数据权限
-        crmPermissionMapper.deleteBatchIds(convertSet(permissionList, CrmPermissionDO::getId));
+        int deletedCol = crmPermissionMapper.deletePermission(bizType, bizId);
+        if (deletedCol == 0) {
+            throw exception(CRM_PERMISSION_NOT_EXISTS);
+        }
     }
 
     @Override

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivablePlanService.java

@@ -3,11 +3,12 @@ package cn.iocoder.yudao.module.crm.service.receivable;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
-
 import jakarta.validation.Valid;
+
 import java.util.Collection;
 import java.util.List;
 
@@ -24,7 +25,7 @@ public interface CrmReceivablePlanService {
      * @param createReqVO 创建信息
      * @return 编号
      */
-    Long createReceivablePlan(@Valid CrmReceivablePlanCreateReqVO createReqVO);
+    Long createReceivablePlan(@Valid CrmReceivablePlanCreateReqVO createReqVO, Long userId);
 
     /**
      * 更新回款计划
@@ -62,9 +63,10 @@ public interface CrmReceivablePlanService {
      * 数据权限：基于 {@link CrmReceivablePlanDO} 读取
      *
      * @param pageReqVO 分页查询
+     * @param userId    用户编号
      * @return 回款计划分页
      */
-    PageResult<CrmReceivablePlanDO> getReceivablePlanPage(CrmReceivablePlanPageReqVO pageReqVO);
+    PageResult<CrmReceivablePlanDO> getReceivablePlanPage(CrmReceivablePlanPageReqVO pageReqVO, Long userId);
 
     /**
      * 获得回款计划分页，基于指定客户
@@ -74,6 +76,14 @@ public interface CrmReceivablePlanService {
      * @param pageReqVO 分页查询
      * @return 回款计划分页
      */
-    PageResult<CrmReceivablePlanDO> getReceivablePlanPageByCustomer(CrmReceivablePlanPageReqVO pageReqVO);
+    PageResult<CrmReceivablePlanDO> getReceivablePlanPageByCustomerId(CrmReceivablePlanPageReqVO pageReqVO);
+
+    /**
+     * 回款计划转移
+     *
+     * @param reqVO  请求
+     * @param userId 用户编号
+     */
+    void transferReceivablePlan(CrmReceivablePlanTransferReqVO reqVO, Long userId);
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivablePlanServiceImpl.java

@@ -6,6 +6,7 @@ import cn.hutool.core.util.ObjectUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanPageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanUpdateReqVO;
 import cn.iocoder.yudao.module.crm.convert.receivable.CrmReceivablePlanConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
@@ -17,10 +18,12 @@ import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
 import cn.iocoder.yudao.module.crm.framework.core.annotations.CrmPermission;
 import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
+import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
+import cn.iocoder.yudao.module.crm.service.permission.bo.CrmPermissionCreateReqBO;
+import jakarta.annotation.Resource;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
 
-import jakarta.annotation.Resource;
 import java.util.Collection;
 import java.util.List;
 
@@ -28,7 +31,7 @@ import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionU
 import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.*;
 
 // TODO @liuhongfeng：参考 CrmReceivableServiceImpl 写的 todo 哈；
-// TODO @puhui999：数据权限
+
 /**
  * 回款计划 Service 实现类
  *
@@ -45,9 +48,11 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
     private CrmContractService contractService;
     @Resource
     private CrmCustomerService customerService;
+    @Resource
+    private CrmPermissionService crmPermissionService;
 
     @Override
-    public Long createReceivablePlan(CrmReceivablePlanCreateReqVO createReqVO) {
+    public Long createReceivablePlan(CrmReceivablePlanCreateReqVO createReqVO, Long userId) {
         // 插入
         CrmReceivablePlanDO receivablePlan = CrmReceivablePlanConvert.INSTANCE.convert(createReqVO);
         receivablePlan.setFinishStatus(false);
@@ -55,29 +60,33 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
         checkReceivablePlan(receivablePlan);
 
         receivablePlanMapper.insert(receivablePlan);
+        // 创建数据权限
+        crmPermissionService.createPermission(new CrmPermissionCreateReqBO().setBizType(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType())
+                .setBizId(receivablePlan.getId()).setUserId(userId).setLevel(CrmPermissionLevelEnum.OWNER.getLevel()));
         // 返回
         return receivablePlan.getId();
     }
 
     private void checkReceivablePlan(CrmReceivablePlanDO receivablePlan) {
 
-        if(ObjectUtil.isNull(receivablePlan.getContractId())){
+        if (ObjectUtil.isNull(receivablePlan.getContractId())) {
             throw exception(CONTRACT_NOT_EXISTS);
         }
 
         CrmContractDO contract = contractService.getContract(receivablePlan.getContractId());
-        if(ObjectUtil.isNull(contract)){
+        if (ObjectUtil.isNull(contract)) {
             throw exception(CONTRACT_NOT_EXISTS);
         }
 
         CrmCustomerDO customer = customerService.getCustomer(receivablePlan.getCustomerId());
-        if(ObjectUtil.isNull(customer)){
+        if (ObjectUtil.isNull(customer)) {
             throw exception(CUSTOMER_NOT_EXISTS);
         }
 
     }
 
     @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_RECEIVABLE_PLAN, bizId = "#updateReqVO.id", level = CrmPermissionLevelEnum.WRITE)
     public void updateReceivablePlan(CrmReceivablePlanUpdateReqVO updateReqVO) {
         // 校验存在
         validateReceivablePlanExists(updateReqVO.getId());
@@ -88,6 +97,7 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
     }
 
     @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_RECEIVABLE_PLAN, bizId = "#id", level = CrmPermissionLevelEnum.OWNER)
     public void deleteReceivablePlan(Long id) {
         // 校验存在
         validateReceivablePlanExists(id);
@@ -102,6 +112,7 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
     }
 
     @Override
+    @CrmPermission(bizType = CrmBizTypeEnum.CRM_RECEIVABLE_PLAN, bizId = "#id", level = CrmPermissionLevelEnum.READ)
     public CrmReceivablePlanDO getReceivablePlan(Long id) {
         return receivablePlanMapper.selectById(id);
     }
@@ -115,14 +126,28 @@ public class CrmReceivablePlanServiceImpl implements CrmReceivablePlanService {
     }
 
     @Override
-    public PageResult<CrmReceivablePlanDO> getReceivablePlanPage(CrmReceivablePlanPageReqVO pageReqVO) {
-        return receivablePlanMapper.selectPage(pageReqVO);
+    public PageResult<CrmReceivablePlanDO> getReceivablePlanPage(CrmReceivablePlanPageReqVO pageReqVO, Long userId) {
+        return receivablePlanMapper.selectPage(pageReqVO, userId);
     }
 
     @Override
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#pageReqVO.customerId", level = CrmPermissionLevelEnum.READ)
-    public PageResult<CrmReceivablePlanDO> getReceivablePlanPageByCustomer(CrmReceivablePlanPageReqVO pageReqVO) {
-        return receivablePlanMapper.selectPageByCustomer(pageReqVO);
+    public PageResult<CrmReceivablePlanDO> getReceivablePlanPageByCustomerId(CrmReceivablePlanPageReqVO pageReqVO) {
+        return receivablePlanMapper.selectPageByCustomerId(pageReqVO);
+    }
+
+    @Override
+    public void transferReceivablePlan(CrmReceivablePlanTransferReqVO reqVO, Long userId) {
+        // 1 校验回款计划是否存在
+        validateReceivablePlanExists(reqVO.getId());
+
+        // 2.1 数据权限转移
+        crmPermissionService.transferPermission(
+                CrmReceivablePlanConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_RECEIVABLE_PLAN.getType()));
+        // 2.2 设置新的负责人
+        receivablePlanMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
+
+        // 3. TODO 记录转移日志
     }
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableService.java

@@ -3,11 +3,12 @@ package cn.iocoder.yudao.module.crm.service.receivable;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.customer.CrmCustomerDO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
-
 import jakarta.validation.Valid;
+
 import java.util.Collection;
 import java.util.List;
 
@@ -62,9 +63,10 @@ public interface CrmReceivableService {
      * 数据权限：基于 {@link CrmReceivableDO} 读取
      *
      * @param pageReqVO 分页查询
+     * @param userId    用户编号
      * @return 回款分页
      */
-    PageResult<CrmReceivableDO> getReceivablePage(CrmReceivablePageReqVO pageReqVO);
+    PageResult<CrmReceivableDO> getReceivablePage(CrmReceivablePageReqVO pageReqVO, Long userId);
 
     /**
      * 获得回款分页，基于指定客户
@@ -74,6 +76,14 @@ public interface CrmReceivableService {
      * @param pageReqVO 分页查询
      * @return 回款分页
      */
-    PageResult<CrmReceivableDO> getReceivablePageByCustomer(CrmReceivablePageReqVO pageReqVO);
+    PageResult<CrmReceivableDO> getReceivablePageByCustomerId(CrmReceivablePageReqVO pageReqVO);
+
+    /**
+     * 回款转移
+     *
+     * @param reqVO  请求
+     * @param userId 用户编号
+     */
+    void transferReceivable(CrmReceivableTransferReqVO reqVO, Long userId);
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/service/receivable/CrmReceivableServiceImpl.java

@@ -7,6 +7,7 @@ import cn.iocoder.yudao.framework.common.enums.CommonStatusEnum;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableCreateReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivablePageReqVO;
+import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableTransferReqVO;
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableUpdateReqVO;
 import cn.iocoder.yudao.module.crm.convert.receivable.CrmReceivableConvert;
 import cn.iocoder.yudao.module.crm.dal.dataobject.contract.CrmContractDO;
@@ -20,10 +21,11 @@ import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
 import cn.iocoder.yudao.module.crm.framework.core.annotations.CrmPermission;
 import cn.iocoder.yudao.module.crm.service.contract.CrmContractService;
 import cn.iocoder.yudao.module.crm.service.customer.CrmCustomerService;
+import cn.iocoder.yudao.module.crm.service.permission.CrmPermissionService;
+import jakarta.annotation.Resource;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
 
-import jakarta.annotation.Resource;
 import java.util.Collection;
 import java.util.List;
 
@@ -48,6 +50,8 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
     private CrmCustomerService customerService;
     @Resource
     private CrmReceivablePlanService receivablePlanService;
+    @Resource
+    private CrmPermissionService crmPermissionService;
 
     // TODO @liuhongfeng：创建还款后，是不是什么时候，要更新 plan？
     @Override
@@ -70,22 +74,22 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
     // TODO @liuhongfeng：这里的括号要注意排版；
     private void checkReceivable(CrmReceivableDO receivable) {
         // TODO @liuhongfeng：这个放在参数校验合适
-        if(ObjectUtil.isNull(receivable.getContractId())){
+        if (ObjectUtil.isNull(receivable.getContractId())) {
             throw exception(CONTRACT_NOT_EXISTS);
         }
 
         CrmContractDO contract = contractService.getContract(receivable.getContractId());
-        if(ObjectUtil.isNull(contract)){
+        if (ObjectUtil.isNull(contract)) {
             throw exception(CONTRACT_NOT_EXISTS);
         }
 
         CrmCustomerDO customer = customerService.getCustomer(receivable.getCustomerId());
-        if(ObjectUtil.isNull(customer)){
+        if (ObjectUtil.isNull(customer)) {
             throw exception(CUSTOMER_NOT_EXISTS);
         }
 
         CrmReceivablePlanDO receivablePlan = receivablePlanService.getReceivablePlan(receivable.getPlanId());
-        if(ObjectUtil.isNull(receivablePlan)){
+        if (ObjectUtil.isNull(receivablePlan)) {
             throw exception(RECEIVABLE_PLAN_NOT_EXISTS);
         }
 
@@ -129,16 +133,29 @@ public class CrmReceivableServiceImpl implements CrmReceivableService {
         return receivableMapper.selectBatchIds(ids);
     }
 
-    // TODO @芋艿：数据权限
     @Override
-    public PageResult<CrmReceivableDO> getReceivablePage(CrmReceivablePageReqVO pageReqVO) {
-        return receivableMapper.selectPage(pageReqVO);
+    public PageResult<CrmReceivableDO> getReceivablePage(CrmReceivablePageReqVO pageReqVO, Long userId) {
+        return receivableMapper.selectPage(pageReqVO, userId);
     }
 
     @Override
     @CrmPermission(bizType = CrmBizTypeEnum.CRM_CUSTOMER, bizId = "#pageReqVO.customerId", level = CrmPermissionLevelEnum.READ)
-    public PageResult<CrmReceivableDO> getReceivablePageByCustomer(CrmReceivablePageReqVO pageReqVO) {
-        return receivableMapper.selectPageByCustomer(pageReqVO);
+    public PageResult<CrmReceivableDO> getReceivablePageByCustomerId(CrmReceivablePageReqVO pageReqVO) {
+        return receivableMapper.selectPageByCustomerId(pageReqVO);
+    }
+
+    @Override
+    public void transferReceivable(CrmReceivableTransferReqVO reqVO, Long userId) {
+        // 1 校验回款是否存在
+        validateReceivableExists(reqVO.getId());
+
+        // 2.1 数据权限转移
+        crmPermissionService.transferPermission(
+                CrmReceivableConvert.INSTANCE.convert(reqVO, userId).setBizType(CrmBizTypeEnum.CRM_RECEIVABLE.getType()));
+        // 2.2 设置新的负责人
+        receivableMapper.updateOwnerUserIdById(reqVO.getId(), reqVO.getNewOwnerUserId());
+
+        // 3. TODO 记录转移日志
     }
 
 }

yudao-module-crm/yudao-module-crm-biz/src/main/java/cn/iocoder/yudao/module/crm/util/CrmQueryWrapperUtils.java

@@ -6,6 +6,7 @@ import cn.hutool.extra.spring.SpringUtil;
 import cn.iocoder.yudao.module.crm.dal.dataobject.permission.CrmPermissionDO;
 import cn.iocoder.yudao.module.crm.enums.common.CrmBizTypeEnum;
 import cn.iocoder.yudao.module.crm.enums.common.CrmSceneTypeEnum;
+import cn.iocoder.yudao.module.crm.enums.permission.CrmPermissionLevelEnum;
 import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
 import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
 import com.baomidou.mybatisplus.core.toolkit.support.SFunction;
@@ -17,7 +18,7 @@ import java.util.List;
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
 
 /**
- * CRM 分页查询工具类
+ * CRM 查询工具类
  *
  * @author HUIHUI
  */
@@ -26,17 +27,17 @@ public class CrmQueryWrapperUtils {
     /**
      * 构造 CRM 数据类型数据分页查询条件
      *
-     * @param query 连表查询对象
-     * @param bizType     数据类型 {@link CrmBizTypeEnum}
-     * @param bizId       数据编号
-     * @param userId      用户编号
-     * @param sceneType   场景类型
-     * @param pool        公海
+     * @param query     连表查询对象
+     * @param bizType   数据类型 {@link CrmBizTypeEnum}
+     * @param bizId     数据编号
+     * @param userId    用户编号
+     * @param sceneType 场景类型
+     * @param pool      公海
+     * @return 是否 （是：需要执行查询，否：不需要查询调用方法直接返回空）
      */
-    // TODO @puhui999：bizId 直接传递会不会简单点
-    // TODO @puhui999：builderPageQuery 应该不仅仅适合于分页查询，应该适用于所有的查询；可以改成 appendPermissionCondition
-    public static <T extends MPJLambdaWrapper<?>, S> void builderPageQuery(T query, Integer bizType, SFunction<S, ?> bizId,
-                                                                           Long userId, Integer sceneType, Boolean pool) {
+    // TODO @puhui999：bizId 直接传递会不会简单点 回复：还是需要 SFunction 因为分页连表时不知道 bizId 是多少
+    public static <T extends MPJLambdaWrapper<?>, S> boolean appendPermissionCondition(T query, Integer bizType, SFunction<S, ?> bizId,
+                                                                                       Long userId, Integer sceneType, Boolean pool) {
         // 1. 构建数据权限连表条件
         if (ObjUtil.notEqual(validateAdminUser(userId), Boolean.TRUE)) { // 管理员不需要数据权限
             query.innerJoin(CrmPermissionDO.class, on ->
@@ -48,52 +49,55 @@ public class CrmQueryWrapperUtils {
             query.eq("owner_user_id", userId);
         }
         // 2.2 场景二：我参与的数据
-        // TODO @puhui999：参与，指的是有读写权限噢；可以把 1. 的合并到 2.2 里；因为 2.1 不需要；
         if (CrmSceneTypeEnum.isInvolved(sceneType)) {
-            query.ne("owner_user_id", userId);
+            query
+                    .ne("owner_user_id", userId)
+                    .and(q -> q.eq(CrmPermissionDO::getLevel, CrmPermissionLevelEnum.READ.getLevel())
+                            .or()
+                            .eq(CrmPermissionDO::getLevel, CrmPermissionLevelEnum.WRITE.getLevel()));
+
         }
         // 2.3 场景三：下属负责的数据
         if (CrmSceneTypeEnum.isSubordinate(sceneType)) {
             List<AdminUserRespDTO> subordinateUsers = getAdminUserApi().getUserListBySubordinate(userId);
-            // TODO @puhui999：如果为空，不拼接，就是查询了所有数据呀？
-            if (CollUtil.isNotEmpty(subordinateUsers)) {
-                query.in("owner_user_id", convertSet(subordinateUsers, AdminUserRespDTO::getId));
+            if (CollUtil.isEmpty(subordinateUsers)) {
+                return false;
             }
+            query.in("owner_user_id", convertSet(subordinateUsers, AdminUserRespDTO::getId));
         }
 
-        // 2. 拼接公海的查询条件
+        // 3. 拼接公海的查询条件
         if (ObjUtil.equal(pool, Boolean.TRUE)) { // 情况一：公海
             query.isNull("owner_user_id");
         } else { // 情况二：不是公海
             query.isNotNull("owner_user_id");
         }
+
+        return true;
     }
 
     /**
      * 构造 CRM 数据类型批量数据查询条件
      *
-     * @param query 连表查询对象
-     * @param bizType     数据类型 {@link CrmBizTypeEnum}
-     * @param bizIds      数据编号
-     * @param userId      用户编号
+     * @param query   连表查询对象
+     * @param bizType 数据类型 {@link CrmBizTypeEnum}
+     * @param bizIds  数据编号
+     * @param userId  用户编号
      */
-    // TODO @puhui999：可以改成 appendPermissionCondition
-    // TODO @puhui999：S 是不是可以删除
-    public static <T extends MPJLambdaWrapper<?>, S> void builderListQueryBatch(T query, Integer bizType, Collection<Long> bizIds, Long userId) {
-        // TODO @puhui999：这里先 if return 简单点
-        if (ObjUtil.notEqual(validateAdminUser(userId), Boolean.TRUE)) { // 管理员不需要数据权限
-            query.innerJoin(CrmPermissionDO.class, on ->
-                    on.eq(CrmPermissionDO::getBizType, bizType).in(CrmPermissionDO::getBizId, bizIds)
-                            .in(CollUtil.isNotEmpty(bizIds), CrmPermissionDO::getUserId, userId));
+    public static <T extends MPJLambdaWrapper<?>> void appendPermissionCondition(T query, Integer bizType, Collection<Long> bizIds, Long userId) {
+        if (ObjUtil.equal(validateAdminUser(userId), Boolean.TRUE)) {// 管理员不需要数据权限
+            return;
         }
+
+        query.innerJoin(CrmPermissionDO.class, on ->
+                on.eq(CrmPermissionDO::getBizType, bizType).in(CrmPermissionDO::getBizId, bizIds)
+                        .in(CollUtil.isNotEmpty(bizIds), CrmPermissionDO::getUserId, userId));
     }
 
-    // TODO @puhui999：需要加个变量，不用每次都拿哈；
     private static AdminUserApi getAdminUserApi() {
-        return SpringUtil.getBean(AdminUserApi.class);
+        return AdminUserApiHolder.ADMIN_USER_API;
     }
 
-    // TODO @puhui999：需要实现；
     /**
      * 校验用户是否是管理员
      *
@@ -101,7 +105,27 @@ public class CrmQueryWrapperUtils {
      * @return 是/否
      */
     private static boolean validateAdminUser(Long userId) {
+        // TODO 查询权限配置表用户的角色信息
+        //CrmPermissionConfig permissionConfig = crmPermissionConfigService.getPermissionConfigByUserId(userId);
+        //if (permissionConfig == null) {
+        //    return false;
+        //}
+        //// 校验是否为管理员
+        //if (permissionConfig.getIsAdmin()){
+        //    return true;
+        //}
         return false;
     }
 
+    /**
+     * 静态内部类实现 AdminUserApi 单例获取
+     *
+     * @author HUIHUI
+     */
+    private static class AdminUserApiHolder {
+
+        private static final AdminUserApi ADMIN_USER_API = SpringUtil.getBean(AdminUserApi.class);
+
+    }
+
 }

yudao-module-crm/yudao-module-crm-biz/src/test/java/cn/iocoder/yudao/module/crm/service/receivable/CrmCrmReceivablePlanServiceImplTest.java

@@ -7,12 +7,12 @@ import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceiv
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.plan.CrmReceivablePlanUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivablePlanDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.receivable.CrmReceivablePlanMapper;
+import jakarta.annotation.Resource;
 import org.junit.jupiter.api.Disabled;
 import org.junit.jupiter.api.Test;
 import org.springframework.context.annotation.Import;
 
-import jakarta.annotation.Resource;
-
+import static cn.iocoder.yudao.framework.common.pojo.PageParam.PAGE_SIZE_NONE;
 import static cn.iocoder.yudao.framework.common.util.object.ObjectUtils.cloneIgnoreId;
 import static cn.iocoder.yudao.framework.test.core.util.AssertUtils.assertPojoEquals;
 import static cn.iocoder.yudao.framework.test.core.util.AssertUtils.assertServiceException;
@@ -22,6 +22,7 @@ import static cn.iocoder.yudao.module.crm.enums.ErrorCodeConstants.RECEIVABLE_PL
 import static org.junit.jupiter.api.Assertions.*;
 
 // TODO 芋艿：后续，需要补充测试用例
+
 /**
  * {@link CrmReceivablePlanServiceImpl} 的单元测试类
  *
@@ -43,7 +44,7 @@ public class CrmCrmReceivablePlanServiceImplTest extends BaseDbUnitTest {
         CrmReceivablePlanCreateReqVO reqVO = randomPojo(CrmReceivablePlanCreateReqVO.class);
 
         // 调用
-        Long receivablePlanId = receivablePlanService.createReceivablePlan(reqVO);
+        Long receivablePlanId = receivablePlanService.createReceivablePlan(reqVO, 1L);
         // 断言
         assertNotNull(receivablePlanId);
         // 校验记录的属性是否正确
@@ -87,8 +88,8 @@ public class CrmCrmReceivablePlanServiceImplTest extends BaseDbUnitTest {
 
         // 调用
         receivablePlanService.deleteReceivablePlan(id);
-       // 校验数据不存在了
-       assertNull(crmReceivablePlanMapper.selectById(id));
+        // 校验数据不存在了
+        assertNull(crmReceivablePlanMapper.selectById(id));
     }
 
     @Test
@@ -103,34 +104,34 @@ public class CrmCrmReceivablePlanServiceImplTest extends BaseDbUnitTest {
     @Test
     @Disabled  // TODO 请修改 null 为需要的值，然后删除 @Disabled 注解
     public void testGetReceivablePlanPage() {
-       // mock 数据
-       CrmReceivablePlanDO dbReceivablePlan = randomPojo(CrmReceivablePlanDO.class, o -> { // 等会查询到
-           o.setPeriod(null);
-           o.setReturnTime(null);
-           o.setRemindDays(null);
-           o.setRemindTime(null);
-           o.setCustomerId(null);
-           o.setContractId(null);
-           o.setOwnerUserId(null);
-           o.setRemark(null);
-           o.setCreateTime(null);
-       });
-       crmReceivablePlanMapper.insert(dbReceivablePlan);
-       // 测试 customerId 不匹配
-       crmReceivablePlanMapper.insert(cloneIgnoreId(dbReceivablePlan, o -> o.setCustomerId(null)));
-       // 测试 contractId 不匹配
-       crmReceivablePlanMapper.insert(cloneIgnoreId(dbReceivablePlan, o -> o.setContractId(null)));
-       // 准备参数
-       CrmReceivablePlanPageReqVO reqVO = new CrmReceivablePlanPageReqVO();
-       reqVO.setCustomerId(null);
-       reqVO.setContractId(null);
-
-       // 调用
-       PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(reqVO);
-       // 断言
-       assertEquals(1, pageResult.getTotal());
-       assertEquals(1, pageResult.getList().size());
-       assertPojoEquals(dbReceivablePlan, pageResult.getList().get(0));
+        // mock 数据
+        CrmReceivablePlanDO dbReceivablePlan = randomPojo(CrmReceivablePlanDO.class, o -> { // 等会查询到
+            o.setPeriod(null);
+            o.setReturnTime(null);
+            o.setRemindDays(null);
+            o.setRemindTime(null);
+            o.setCustomerId(null);
+            o.setContractId(null);
+            o.setOwnerUserId(null);
+            o.setRemark(null);
+            o.setCreateTime(null);
+        });
+        crmReceivablePlanMapper.insert(dbReceivablePlan);
+        // 测试 customerId 不匹配
+        crmReceivablePlanMapper.insert(cloneIgnoreId(dbReceivablePlan, o -> o.setCustomerId(null)));
+        // 测试 contractId 不匹配
+        crmReceivablePlanMapper.insert(cloneIgnoreId(dbReceivablePlan, o -> o.setContractId(null)));
+        // 准备参数
+        CrmReceivablePlanPageReqVO reqVO = new CrmReceivablePlanPageReqVO();
+        reqVO.setCustomerId(null);
+        reqVO.setContractId(null);
+        reqVO.setPageSize(PAGE_SIZE_NONE);
+        // 调用
+        PageResult<CrmReceivablePlanDO> pageResult = receivablePlanService.getReceivablePlanPage(reqVO, 1L);
+        // 断言
+        assertEquals(1, pageResult.getTotal());
+        assertEquals(1, pageResult.getList().size());
+        assertPojoEquals(dbReceivablePlan, pageResult.getList().get(0));
     }
 
 }

yudao-module-crm/yudao-module-crm-biz/src/test/java/cn/iocoder/yudao/module/crm/service/receivable/CrmCrmReceivableServiceImplTest.java

@@ -7,12 +7,11 @@ import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.Crm
 import cn.iocoder.yudao.module.crm.controller.admin.receivable.vo.receivable.CrmReceivableUpdateReqVO;
 import cn.iocoder.yudao.module.crm.dal.dataobject.receivable.CrmReceivableDO;
 import cn.iocoder.yudao.module.crm.dal.mysql.receivable.CrmReceivableMapper;
+import jakarta.annotation.Resource;
 import org.junit.jupiter.api.Disabled;
 import org.junit.jupiter.api.Test;
 import org.springframework.context.annotation.Import;
 
-import jakarta.annotation.Resource;
-
 import static cn.iocoder.yudao.framework.common.util.object.ObjectUtils.cloneIgnoreId;
 import static cn.iocoder.yudao.framework.test.core.util.AssertUtils.assertPojoEquals;
 import static cn.iocoder.yudao.framework.test.core.util.AssertUtils.assertServiceException;
@@ -133,7 +132,7 @@ public class CrmCrmReceivableServiceImplTest extends BaseDbUnitTest {
        reqVO.setCustomerId(null);
 
        // 调用
-       PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(reqVO);
+        PageResult<CrmReceivableDO> pageResult = receivableService.getReceivablePage(reqVO, 1L);
        // 断言
        assertEquals(1, pageResult.getTotal());
        assertEquals(1, pageResult.getList().size());

yudao-module-infra/yudao-module-infra-biz/src/main/resources/codegen/vue/api/api.js.vm

@@ -63,7 +63,7 @@ export function export${simpleClassName}Excel(params) {
     responseType: 'blob'
   })
 }
-## 特殊：主子表专属逻辑 TODO @puhui999：下面方法的【空格】不太对
+## 特殊：主子表专属逻辑
 #foreach ($subTable in $subTables)
   #set ($index = $foreach.count - 1)
   #set ($subSimpleClassName = $subSimpleClassNames.get($index))
@@ -76,7 +76,7 @@ export function export${simpleClassName}Excel(params) {
 
 // ==================== 子表（$subTable.classComment） ====================
   ## 情况一：MASTER_ERP 时，需要分查询页子表
-  #if ( $table.templateType == 11 )
+  #if ($table.templateType == 11)
   // 获得${subTable.classComment}分页
   export function get${subSimpleClassName}Page(params) {
     return request({
@@ -87,7 +87,7 @@ export function export${simpleClassName}Excel(params) {
   }
     ## 情况二：非 MASTER_ERP 时，需要列表查询子表
   #else
-    #if ( $subTable.subJoinMany )
+    #if ($subTable.subJoinMany)
     // 获得${subTable.classComment}列表
     export function get${subSimpleClassName}ListBy${SubJoinColumnName}(${subJoinColumn.javaField}) {
       return request({
@@ -106,7 +106,7 @@ export function export${simpleClassName}Excel(params) {
     #end
   #end
   ## 特殊：MASTER_ERP 时，支持单个的新增、修改、删除操作
-  #if ( $table.templateType == 11 )
+  #if ($table.templateType == 11)
   // 新增${subTable.classComment}
   export function create${subSimpleClassName}(data) {
     return request({
@@ -115,7 +115,6 @@ export function export${simpleClassName}Excel(params) {
       data
     })
   }
-
   // 修改${subTable.classComment}
   export function update${subSimpleClassName}(data) {
     return request({
@@ -124,7 +123,6 @@ export function export${simpleClassName}Excel(params) {
       data
     })
   }
-
   // 删除${subTable.classComment}
   export function delete${subSimpleClassName}(id) {
     return request({
@@ -132,7 +130,6 @@ export function export${simpleClassName}Excel(params) {
       method: 'delete'
     })
   }
-
   // 获得${subTable.classComment}
   export function get${subSimpleClassName}(id) {
     return request({

yudao-module-mall/yudao-module-promotion-biz/src/main/java/cn/iocoder/yudao/module/promotion/api/combination/CombinationRecordApiImpl.java

@@ -7,11 +7,10 @@ import cn.iocoder.yudao.module.promotion.convert.combination.CombinationActivity
 import cn.iocoder.yudao.module.promotion.dal.dataobject.combination.CombinationRecordDO;
 import cn.iocoder.yudao.module.promotion.enums.combination.CombinationRecordStatusEnum;
 import cn.iocoder.yudao.module.promotion.service.combination.CombinationRecordService;
+import jakarta.annotation.Resource;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
 
-import jakarta.annotation.Resource;
-
 import static cn.iocoder.yudao.framework.common.exception.util.ServiceExceptionUtil.exception;
 import static cn.iocoder.yudao.module.promotion.enums.ErrorCodeConstants.COMBINATION_RECORD_NOT_EXISTS;
 
@@ -25,21 +24,21 @@ import static cn.iocoder.yudao.module.promotion.enums.ErrorCodeConstants.COMBINA
 public class CombinationRecordApiImpl implements CombinationRecordApi {
 
     @Resource
-    private CombinationRecordService recordService;
+    private CombinationRecordService combinationRecordService;
 
     @Override
     public void validateCombinationRecord(Long userId, Long activityId, Long headId, Long skuId, Integer count) {
-        recordService.validateCombinationRecord(userId, activityId, headId, skuId, count);
+        combinationRecordService.validateCombinationRecord(userId, activityId, headId, skuId, count);
     }
 
     @Override
     public CombinationRecordCreateRespDTO createCombinationRecord(CombinationRecordCreateReqDTO reqDTO) {
-        return CombinationActivityConvert.INSTANCE.convert4(recordService.createCombinationRecord(reqDTO));
+        return CombinationActivityConvert.INSTANCE.convert4(combinationRecordService.createCombinationRecord(reqDTO));
     }
 
     @Override
     public boolean isCombinationRecordSuccess(Long userId, Long orderId) {
-        CombinationRecordDO record = recordService.getCombinationRecord(userId, orderId);
+        CombinationRecordDO record = combinationRecordService.getCombinationRecord(userId, orderId);
         if (record == null) {
             throw exception(COMBINATION_RECORD_NOT_EXISTS);
         }
@@ -48,7 +47,7 @@ public class CombinationRecordApiImpl implements CombinationRecordApi {
 
     @Override
     public CombinationValidateJoinRespDTO validateJoinCombination(Long userId, Long activityId, Long headId, Long skuId, Integer count) {
-        return recordService.validateJoinCombination(userId, activityId, headId, skuId, count);
+        return combinationRecordService.validateJoinCombination(userId, activityId, headId, skuId, count);
     }
 
 }

yudao-module-member/yudao-module-member-biz/src/main/java/cn/iocoder/yudao/module/member/convert/signin/MemberSignInRecordConvert.java

@@ -4,6 +4,7 @@ import cn.hutool.core.collection.CollUtil;
 import cn.hutool.core.util.ObjUtil;
 import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.framework.common.util.collection.MapUtils;
+import cn.iocoder.yudao.framework.common.util.date.DateUtils;
 import cn.iocoder.yudao.module.member.controller.admin.signin.vo.record.MemberSignInRecordRespVO;
 import cn.iocoder.yudao.module.member.controller.app.signin.vo.record.AppMemberSignInRecordRespVO;
 import cn.iocoder.yudao.module.member.dal.dataobject.signin.MemberSignInConfigDO;
@@ -47,10 +48,9 @@ public interface MemberSignInRecordConvert {
         // 1. 计算是第几天签到
         configs.sort(Comparator.comparing(MemberSignInConfigDO::getDay));
         MemberSignInConfigDO lastConfig = CollUtil.getLast(configs); // 最大签到天数配置
-        // 1.2. 计算今天是第几天签到
+        // 1.2. 计算今天是第几天签到 (只有连续签到才加否则重置为 1)
         int day = 1;
-        // TODO @puhui999：要判断是不是昨天签到的；是否是昨天的判断，可以抽个方法到 util 里
-        if (lastRecord != null) {
+        if (lastRecord != null && DateUtils.isYesterday(lastRecord.getCreateTime())) {
             day = lastRecord.getDay() + 1;
         }
         // 1.3 判断是否超出了最大签到配置

yudao-module-member/yudao-module-member-biz/src/main/java/cn/iocoder/yudao/module/member/service/signin/MemberSignInRecordServiceImpl.java

@@ -19,14 +19,12 @@ import cn.iocoder.yudao.module.member.enums.point.MemberPointBizTypeEnum;
 import cn.iocoder.yudao.module.member.service.level.MemberLevelService;
 import cn.iocoder.yudao.module.member.service.point.MemberPointRecordService;
 import cn.iocoder.yudao.module.member.service.user.MemberUserService;
+import jakarta.annotation.Resource;
 import org.apache.commons.lang3.StringUtils;
 import org.springframework.stereotype.Service;
 import org.springframework.transaction.annotation.Transactional;
 import org.springframework.validation.annotation.Validated;
 
-import jakarta.annotation.Resource;
-import java.time.LocalDate;
-import java.util.Comparator;
 import java.util.List;
 import java.util.Set;
 
@@ -77,50 +75,15 @@ public class MemberSignInRecordServiceImpl implements MemberSignInRecordService
         }
         summary.setTodaySignIn(DateUtils.isToday(lastRecord.getCreateTime()));
 
-        // 4. 校验今天是否签到，没有签到则直接返回
+        // 4.1 校验今天是否签到，没有签到则直接返回
         if (!summary.getTodaySignIn()) {
             return summary;
         }
-        // 4.1. 判断连续签到天数
-        // TODO @puhui999：连续签到，可以基于 lastRecord 的 day 和当前时间判断呀？按 day 统计连续签到天数可能不准确
-        //      1. day 只是记录第几天签到的有可能不连续，比如第一次签到是周一，第二次签到是周三这样 lastRecord 的 day 为 2 但是并不是连续的两天
-        //      2. day 超出签到规则的最大天数会重置到从第一天开始签到（我理解为开始下一轮，类似一周签到七天七天结束下周又从周一开始签到）
-        // 1. 回复：周三签到，day 要归 1 呀。连续签到哈；
-        List<MemberSignInRecordDO> signInRecords = signInRecordMapper.selectListByUserId(userId);
-        signInRecords.sort(Comparator.comparing(MemberSignInRecordDO::getCreateTime).reversed()); // 根据签到时间倒序
-        summary.setContinuousDay(calculateConsecutiveDays(signInRecords));
+        // 4.2 连续签到天数
+        summary.setContinuousDay(lastRecord.getDay());
         return summary;
     }
 
-    /**
-     * 计算连续签到天数
-     *
-     * @param signInRecords 签到记录列表
-     * @return int 连续签到天数
-     */
-    public int calculateConsecutiveDays(List<MemberSignInRecordDO> signInRecords) {
-        int consecutiveDays = 1;  // 初始连续天数为1
-        LocalDate previousDate = null;
-
-        for (MemberSignInRecordDO record : signInRecords) {
-            LocalDate currentDate = record.getCreateTime().toLocalDate();
-
-            if (previousDate != null) {
-                // 检查相邻两个日期是否连续
-                if (currentDate.minusDays(1).isEqual(previousDate)) {
-                    consecutiveDays++;
-                } else {
-                    // 如果日期不连续，停止遍历
-                    break;
-                }
-            }
-
-            previousDate = currentDate;
-        }
-
-        return consecutiveDays;
-    }
-
     @Override
     public PageResult<MemberSignInRecordDO> getSignInRecordPage(MemberSignInRecordPageReqVO pageReqVO) {
         // 根据用户昵称查询出用户ids

yudao-module-system/yudao-module-system-api/pom.xml

@@ -22,6 +22,23 @@
             <artifactId>yudao-common</artifactId>
         </dependency>
 
+        <!-- Springboot-注解-通用操作日志组件 -->
+        <!-- 此组件解决的问题是： 「谁」在「什么时间」对「什么」做了「什么事」 -->
+        <dependency>
+            <groupId>io.github.mouzt</groupId>
+            <artifactId>bizlog-sdk</artifactId>
+        </dependency>
+
+        <!--工具类相关-->
+        <dependency>
+            <groupId>com.fasterxml.jackson.core</groupId>
+            <artifactId>jackson-databind</artifactId>
+        </dependency>
+        <dependency>
+            <groupId>com.fasterxml.jackson.core</groupId>
+            <artifactId>jackson-core</artifactId>
+        </dependency>
+
         <!-- 参数校验 -->
         <dependency>
             <groupId>org.springframework.boot</groupId>

yudao-module-system/yudao-module-system-api/src/main/java/cn/iocoder/yudao/module/system/api/logger/OperateLogApi.java

@@ -1,9 +1,11 @@
 package cn.iocoder.yudao.module.system.api.logger;
 
 import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogCreateReqDTO;
-
+import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
 import jakarta.validation.Valid;
 
+import java.util.List;
+
 /**
  * 操作日志 API 接口
  *
@@ -18,4 +20,13 @@ public interface OperateLogApi {
      */
     void createOperateLog(@Valid OperateLogCreateReqDTO createReqDTO);
 
+    /**
+     * 获取指定模块的指定数据的操作日志
+     *
+     * @param module 操作模块
+     * @param bizId  操作模块编号
+     * @return 操作日志
+     */
+    List<OperateLogV2RespDTO> getOperateLogByModuleAndBizId(String module, Long bizId);
+
 }

yudao-module-system/yudao-module-system-api/src/main/java/cn/iocoder/yudao/module/system/api/logger/dto/OperateLogV2RespDTO.java

@@ -0,0 +1,93 @@
+package cn.iocoder.yudao.module.system.api.logger.dto;
+
+import cn.iocoder.yudao.framework.common.enums.UserTypeEnum;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import lombok.Data;
+
+import java.time.LocalDateTime;
+
+import static cn.iocoder.yudao.framework.common.util.date.DateUtils.FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND;
+import static cn.iocoder.yudao.framework.common.util.date.DateUtils.TIME_ZONE_DEFAULT;
+
+/**
+ * 系统操作日志 Resp DTO
+ *
+ * @author HUIHUI
+ */
+@Data
+public class OperateLogV2RespDTO {
+
+    /**
+     * 链路追踪编号
+     *
+     * 一般来说，通过链路追踪编号，可以将访问日志，错误日志，链路追踪日志，logger 打印日志等，结合在一起，从而进行排错。
+     */
+    private String traceId;
+    /**
+     * 用户编号
+     *
+     * 关联 MemberUserDO 的 id 属性，或者 AdminUserDO 的 id 属性
+     */
+    private Long userId;
+    /**
+     * 用户类型
+     *
+     * 关联 {@link  UserTypeEnum}
+     */
+    private Integer userType;
+    /**
+     * 操作模块
+     */
+    private String module;
+    /**
+     * 操作名
+     */
+    private String name;
+    /**
+     * 操作模块业务编号
+     */
+    private Long bizId;
+    /**
+     * 操作内容，记录整个操作的明细
+     * 例如说，修改编号为 1 的用户信息，将性别从男改成女，将姓名从芋道改成源码。
+     */
+    private String content;
+    /**
+     * 拓展字段，有些复杂的业务，需要记录一些字段 ( JSON 格式 )
+     * 例如说，记录订单编号，{ orderId: "1"}
+     */
+    private String extra;
+
+    /**
+     * 请求方法名
+     */
+    private String requestMethod;
+    /**
+     * 请求地址
+     */
+    private String requestUrl;
+    /**
+     * 用户 IP
+     */
+    private String userIp;
+    /**
+     * 浏览器 UA
+     */
+    private String userAgent;
+
+    /**
+     * 创建时间
+     */
+    // TODO puhui999: 木得效果怎么肥事
+    @JsonFormat(pattern = FORMAT_YEAR_MONTH_DAY_HOUR_MINUTE_SECOND, timezone = TIME_ZONE_DEFAULT)
+    private LocalDateTime createTime;
+    /**
+     * 创建者，关联 AdminUserDO#getId
+     */
+    private String creator;
+    /**
+     * 创建者名称
+     */
+    private String creatorName;
+
+}

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/api/logger/OperateLogApiImpl.java

@@ -1,11 +1,23 @@
 package cn.iocoder.yudao.module.system.api.logger;
 
+import cn.hutool.core.collection.CollUtil;
+import cn.iocoder.yudao.framework.common.util.object.BeanUtils;
 import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogCreateReqDTO;
+import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogV2RespDTO;
+import cn.iocoder.yudao.module.system.dal.dataobject.logger.OperateLogV2DO;
+import cn.iocoder.yudao.module.system.dal.dataobject.user.AdminUserDO;
 import cn.iocoder.yudao.module.system.service.logger.OperateLogService;
+import cn.iocoder.yudao.module.system.service.user.AdminUserService;
+import jakarta.annotation.Resource;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
 
-import jakarta.annotation.Resource;
+import java.util.Collections;
+import java.util.List;
+import java.util.Map;
+
+import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.*;
+import static cn.iocoder.yudao.framework.common.util.collection.MapUtils.findAndThen;
 
 /**
  * 操作日志 API 实现类
@@ -18,10 +30,31 @@ public class OperateLogApiImpl implements OperateLogApi {
 
     @Resource
     private OperateLogService operateLogService;
+    @Resource
+    private AdminUserService adminUserService;
 
     @Override
     public void createOperateLog(OperateLogCreateReqDTO createReqDTO) {
         operateLogService.createOperateLog(createReqDTO);
     }
 
+    @Override
+    public List<OperateLogV2RespDTO> getOperateLogByModuleAndBizId(String module, Long bizId) {
+        List<OperateLogV2DO> logList = operateLogService.getOperateLogByModuleAndBizId(module, bizId);
+        if (CollUtil.isEmpty(logList)) {
+            return Collections.emptyList();
+        }
+
+        // 获取用户
+        List<AdminUserDO> userList = adminUserService.getUserList(convertSet(logList, item -> Long.parseLong(item.getCreator())));
+        Map<Long, AdminUserDO> userMap = convertMap(userList, AdminUserDO::getId);
+        return convertList(logList, item -> {
+            OperateLogV2RespDTO bean = BeanUtils.toBean(item, OperateLogV2RespDTO.class);
+            findAndThen(userMap, Long.parseLong(item.getCreator()), user -> {
+                bean.setCreatorName(user.getNickname());
+            });
+            return bean;
+        });
+    }
+
 }

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/dal/dataobject/logger/OperateLogV2DO.java

@@ -0,0 +1,84 @@
+package cn.iocoder.yudao.module.system.dal.dataobject.logger;
+
+import cn.iocoder.yudao.framework.common.enums.UserTypeEnum;
+import cn.iocoder.yudao.framework.mybatis.core.dataobject.BaseDO;
+import com.baomidou.mybatisplus.annotation.KeySequence;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+/**
+ * 操作日志表 V2
+ *
+ * @author 芋道源码
+ */
+@TableName(value = "system_operate_log_v2", autoResultMap = true)
+@KeySequence("system_operate_log_seq_v2") // 用于 Oracle、PostgreSQL、Kingbase、DB2、H2 数据库的主键自增。如果是 MySQL 等数据库，可不写。
+@Data
+@EqualsAndHashCode(callSuper = true)
+public class OperateLogV2DO extends BaseDO {
+
+    /**
+     * 日志主键
+     */
+    @TableId
+    private Long id;
+    /**
+     * 链路追踪编号
+     *
+     * 一般来说，通过链路追踪编号，可以将访问日志，错误日志，链路追踪日志，logger 打印日志等，结合在一起，从而进行排错。
+     */
+    private String traceId;
+    /**
+     * 用户编号
+     *
+     * 关联 MemberUserDO 的 id 属性，或者 AdminUserDO 的 id 属性
+     */
+    private Long userId;
+    /**
+     * 用户类型
+     *
+     * 关联 {@link  UserTypeEnum}
+     */
+    private Integer userType;
+    /**
+     * 操作模块
+     */
+    private String module;
+    /**
+     * 操作名
+     */
+    private String name;
+    /**
+     * 操作模块业务编号
+     */
+    private Long bizId;
+    /**
+     * 操作内容，记录整个操作的明细
+     * 例如说，修改编号为 1 的用户信息，将性别从男改成女，将姓名从芋道改成源码。
+     */
+    private String content;
+    /**
+     * 拓展字段，有些复杂的业务，需要记录一些字段 ( JSON 格式 )
+     * 例如说，记录订单编号，{ orderId: "1"}
+     */
+    private String extra;
+    /**
+     * 请求方法名
+     */
+    private String requestMethod;
+    /**
+     * 请求地址
+     */
+    private String requestUrl;
+    /**
+     * 用户 IP
+     */
+    private String userIp;
+    /**
+     * 浏览器 UA
+     */
+    private String userAgent;
+
+}

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/dal/mysql/logger/OperateLogV2Mapper.java

@@ -0,0 +1,31 @@
+package cn.iocoder.yudao.module.system.dal.mysql.logger;
+
+import cn.iocoder.yudao.framework.common.pojo.PageResult;
+import cn.iocoder.yudao.framework.mybatis.core.mapper.BaseMapperX;
+import cn.iocoder.yudao.framework.mybatis.core.query.LambdaQueryWrapperX;
+import cn.iocoder.yudao.module.system.controller.admin.logger.vo.operatelog.OperateLogPageReqVO;
+import cn.iocoder.yudao.module.system.dal.dataobject.logger.OperateLogV2DO;
+import org.apache.ibatis.annotations.Mapper;
+
+import java.util.Collection;
+import java.util.List;
+
+@Mapper
+public interface OperateLogV2Mapper extends BaseMapperX<OperateLogV2DO> {
+
+    default PageResult<OperateLogV2DO> selectPage(OperateLogPageReqVO reqVO, Collection<Long> userIds) {
+        LambdaQueryWrapperX<OperateLogV2DO> query = new LambdaQueryWrapperX<OperateLogV2DO>()
+                .likeIfPresent(OperateLogV2DO::getModule, reqVO.getModule())
+                .inIfPresent(OperateLogV2DO::getUserId, userIds);
+        query.orderByDesc(OperateLogV2DO::getId); // 降序
+        return selectPage(reqVO, query);
+    }
+
+    default List<OperateLogV2DO> selectListByModuleAndBizId(String module, Long bizId) {
+        return selectList(new LambdaQueryWrapperX<OperateLogV2DO>()
+                .eq(OperateLogV2DO::getModule, module)
+                .eq(OperateLogV2DO::getBizId, bizId)
+                .orderByDesc(OperateLogV2DO::getCreateTime));
+    }
+
+}

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/framework/bizlog/config/YudaoOperateLogV2Configuration.java

@@ -0,0 +1,15 @@
+package cn.iocoder.yudao.module.system.framework.bizlog.config;
+
+import com.mzt.logapi.starter.annotation.EnableLogRecord;
+import org.springframework.context.annotation.Configuration;
+
+/**
+ * mzt-biz-log 配置类
+ *
+ * @author HUIHUI
+ */
+@Configuration(proxyBeanMethods = false)
+@EnableLogRecord(tenant = "") // 貌似用不上 tenant 这玩意给个空好啦
+public class YudaoOperateLogV2Configuration {
+
+}

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/framework/bizlog/function/AdminUserParseFunction.java

@@ -0,0 +1,53 @@
+package cn.iocoder.yudao.module.system.framework.bizlog.function;
+
+import cn.hutool.core.util.ObjUtil;
+import cn.hutool.core.util.StrUtil;
+import cn.iocoder.yudao.module.system.api.user.AdminUserApi;
+import cn.iocoder.yudao.module.system.api.user.dto.AdminUserRespDTO;
+import com.mzt.logapi.service.IParseFunction;
+import jakarta.annotation.Resource;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.stereotype.Component;
+
+/**
+ * 自定义函数-通过用户编号获取用户信息
+ *
+ * @author HUIHUI
+ */
+@Slf4j
+@Component
+public class AdminUserParseFunction implements IParseFunction {
+
+    @Resource
+    private AdminUserApi adminUserApi;
+
+    @Override
+    public String functionName() {
+        return "getAdminUserById";
+    }
+
+    @Override
+    public String apply(Object value) {
+        if (value == null) {
+            //log.warn("(getAdminUserById) 解析异常参数为 null");
+            return "";
+        }
+        if (StrUtil.isEmpty(value.toString())) {
+            //log.warn("(getAdminUserById) 解析异常参数为空");
+            return "";
+        }
+
+        // 获取用户信息
+        AdminUserRespDTO user = adminUserApi.getUser(Long.parseLong(value.toString()));
+        if (user == null) {
+            log.warn("(getAdminUserById) 获取用户信息失败，参数为：{}", value);
+            return "";
+        }
+        // 返回格式 芋道源码(13888888888)
+        String nickname = user.getNickname();
+        if (ObjUtil.isNotEmpty(user.getMobile())) {
+            return nickname.concat("(").concat(user.getMobile()).concat(")");
+        }
+        return nickname;
+    }
+}

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/framework/bizlog/function/AreaParseFunction.java

@@ -0,0 +1,39 @@
+package cn.iocoder.yudao.module.system.framework.bizlog.function;
+
+import cn.hutool.core.util.StrUtil;
+import cn.iocoder.yudao.framework.ip.core.utils.AreaUtils;
+import com.mzt.logapi.service.IParseFunction;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.stereotype.Component;
+
+/**
+ * 自定义函数-通过区域编号获取区域信息
+ *
+ * @author HUIHUI
+ */
+@Slf4j
+@Component
+public class AreaParseFunction implements IParseFunction {
+
+    @Override
+    public boolean executeBefore() {
+        return true; // 先转换值后对比
+    }
+
+    @Override
+    public String functionName() {
+        return "getAreaById";
+    }
+
+    @Override
+    public String apply(Object value) {
+        if (value == null) {
+            return "";
+        }
+        if (StrUtil.isEmpty(value.toString())) {
+            return "";
+        }
+
+        return AreaUtils.format(Integer.parseInt(value.toString()));
+    }
+}

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/framework/bizlog/package-info.java

@@ -0,0 +1 @@
+package cn.iocoder.yudao.module.system.framework.bizlog;

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/framework/bizlog/service/ILogRecordServiceImpl.java

@@ -0,0 +1,84 @@
+package cn.iocoder.yudao.module.system.framework.bizlog.service;
+
+import cn.iocoder.yudao.framework.common.util.monitor.TracerUtils;
+import cn.iocoder.yudao.framework.common.util.servlet.ServletUtils;
+import cn.iocoder.yudao.framework.web.core.util.WebFrameworkUtils;
+import cn.iocoder.yudao.module.system.service.logger.OperateLogService;
+import cn.iocoder.yudao.module.system.service.logger.bo.OperateLogV2CreateReqBO;
+import com.mzt.logapi.beans.LogRecord;
+import com.mzt.logapi.service.ILogRecordService;
+import jakarta.annotation.Resource;
+import jakarta.servlet.http.HttpServletRequest;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.stereotype.Service;
+
+import java.util.Collections;
+import java.util.List;
+
+/**
+ * 操作日志 ILogRecordService 实现类
+ *
+ * 基于 {@link OperateLogService} 实现，记录操作日志
+ *
+ * @author HUIHUI
+ */
+@Slf4j
+@Service
+public class ILogRecordServiceImpl implements ILogRecordService {
+
+    @Resource
+    private OperateLogService operateLogService;
+
+    @Override
+    public void record(LogRecord logRecord) {
+        OperateLogV2CreateReqBO reqBO = new OperateLogV2CreateReqBO();
+        // 补全通用字段
+        reqBO.setTraceId(TracerUtils.getTraceId());
+        // 补充用户信息
+        fillUserFields(reqBO);
+        // 补全模块信息
+        fillModuleFields(reqBO, logRecord);
+        // 补全请求信息
+        fillRequestFields(reqBO);
+        // 异步记录日志
+        operateLogService.createOperateLogV2(reqBO);
+        log.info("操作日志 ===> {}", reqBO);
+    }
+
+    private static void fillUserFields(OperateLogV2CreateReqBO reqBO) {
+        reqBO.setUserId(WebFrameworkUtils.getLoginUserId());
+        reqBO.setUserType(WebFrameworkUtils.getLoginUserType());
+    }
+
+    public static void fillModuleFields(OperateLogV2CreateReqBO reqBO, LogRecord logRecord) {
+        reqBO.setModule(logRecord.getType()); // 大模块类型如 crm-客户
+        reqBO.setName(logRecord.getSubType());// 操作名称如 转移客户
+        reqBO.setBizId(Long.parseLong(logRecord.getBizNo())); // 操作模块业务编号
+        reqBO.setContent(logRecord.getAction());// 例如说，修改编号为 1 的用户信息，将性别从男改成女，将姓名从芋道改成源码。
+        reqBO.setExtra(logRecord.getExtra()); // 拓展字段，有些复杂的业务，需要记录一些字段 ( JSON 格式 )，例如说，记录订单编号，{ orderId: "1"}
+    }
+
+    private static void fillRequestFields(OperateLogV2CreateReqBO reqBO) {
+        // 获得 Request 对象
+        HttpServletRequest request = ServletUtils.getRequest();
+        if (request == null) {
+            return;
+        }
+        // 补全请求信息
+        reqBO.setRequestMethod(request.getMethod());
+        reqBO.setRequestUrl(request.getRequestURI());
+        reqBO.setUserIp(ServletUtils.getClientIP(request));
+        reqBO.setUserAgent(ServletUtils.getUserAgent(request));
+    }
+
+    @Override
+    public List<LogRecord> queryLog(String bizNo, String type) {
+        return Collections.emptyList();
+    }
+
+    @Override
+    public List<LogRecord> queryLogByBizNo(String bizNo, String type, String subType) {
+        return Collections.emptyList();
+    }
+
+}

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/service/logger/OperateLogService.java

@@ -4,6 +4,10 @@ import cn.iocoder.yudao.framework.common.pojo.PageResult;
 import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogCreateReqDTO;
 import cn.iocoder.yudao.module.system.controller.admin.logger.vo.operatelog.OperateLogPageReqVO;
 import cn.iocoder.yudao.module.system.dal.dataobject.logger.OperateLogDO;
+import cn.iocoder.yudao.module.system.dal.dataobject.logger.OperateLogV2DO;
+import cn.iocoder.yudao.module.system.service.logger.bo.OperateLogV2CreateReqBO;
+
+import java.util.List;
 
 /**
  * 操作日志 Service 接口
@@ -27,4 +31,22 @@ public interface OperateLogService {
      */
     PageResult<OperateLogDO> getOperateLogPage(OperateLogPageReqVO pageReqVO);
 
+    //======================= LOG V2 =======================
+
+    /**
+     * 记录操作日志 V2
+     *
+     * @param createReqBO 创建请求
+     */
+    void createOperateLogV2(OperateLogV2CreateReqBO createReqBO);
+
+    /**
+     * 获取指定模块的指定数据的操作日志
+     *
+     * @param module 操作模块
+     * @param bizId  操作模块编号
+     * @return 操作日志
+     */
+    List<OperateLogV2DO> getOperateLogByModuleAndBizId(String module, Long bizId);
+
 }

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/service/logger/OperateLogServiceImpl.java

@@ -8,15 +8,19 @@ import cn.iocoder.yudao.framework.common.util.string.StrUtils;
 import cn.iocoder.yudao.module.system.api.logger.dto.OperateLogCreateReqDTO;
 import cn.iocoder.yudao.module.system.controller.admin.logger.vo.operatelog.OperateLogPageReqVO;
 import cn.iocoder.yudao.module.system.dal.dataobject.logger.OperateLogDO;
+import cn.iocoder.yudao.module.system.dal.dataobject.logger.OperateLogV2DO;
 import cn.iocoder.yudao.module.system.dal.dataobject.user.AdminUserDO;
 import cn.iocoder.yudao.module.system.dal.mysql.logger.OperateLogMapper;
+import cn.iocoder.yudao.module.system.dal.mysql.logger.OperateLogV2Mapper;
+import cn.iocoder.yudao.module.system.service.logger.bo.OperateLogV2CreateReqBO;
 import cn.iocoder.yudao.module.system.service.user.AdminUserService;
+import jakarta.annotation.Resource;
 import lombok.extern.slf4j.Slf4j;
 import org.springframework.stereotype.Service;
 import org.springframework.validation.annotation.Validated;
 
-import jakarta.annotation.Resource;
 import java.util.Collection;
+import java.util.List;
 
 import static cn.iocoder.yudao.framework.common.util.collection.CollectionUtils.convertSet;
 import static cn.iocoder.yudao.module.system.dal.dataobject.logger.OperateLogDO.JAVA_METHOD_ARGS_MAX_LENGTH;
@@ -34,6 +38,8 @@ public class OperateLogServiceImpl implements OperateLogService {
 
     @Resource
     private OperateLogMapper operateLogMapper;
+    @Resource
+    private OperateLogV2Mapper operateLogV2Mapper;
 
     @Resource
     private AdminUserService userService;
@@ -60,4 +66,17 @@ public class OperateLogServiceImpl implements OperateLogService {
         return operateLogMapper.selectPage(pageReqVO, userIds);
     }
 
+    //======================= LOG V2 =======================
+
+    @Override
+    public void createOperateLogV2(OperateLogV2CreateReqBO createReqBO) {
+        OperateLogV2DO log = BeanUtils.toBean(createReqBO, OperateLogV2DO.class);
+        operateLogV2Mapper.insert(log);
+    }
+
+    @Override
+    public List<OperateLogV2DO> getOperateLogByModuleAndBizId(String module, Long bizId) {
+        return operateLogV2Mapper.selectListByModuleAndBizId(module, bizId);
+    }
+
 }

yudao-module-system/yudao-module-system-biz/src/main/java/cn/iocoder/yudao/module/system/service/logger/bo/OperateLogV2CreateReqBO.java

@@ -0,0 +1,83 @@
+package cn.iocoder.yudao.module.system.service.logger.bo;
+
+import cn.iocoder.yudao.framework.common.enums.UserTypeEnum;
+import jakarta.validation.constraints.NotEmpty;
+import lombok.Data;
+
+/**
+ * 系统操作日志 Create Req BO
+ *
+ * @author HUIHUI
+ */
+@Data
+public class OperateLogV2CreateReqBO {
+
+    /**
+     * 链路追踪编号
+     *
+     * 一般来说，通过链路追踪编号，可以将访问日志，错误日志，链路追踪日志，logger 打印日志等，结合在一起，从而进行排错。
+     */
+    private String traceId;
+    /**
+     * 用户编号
+     *
+     * 关联 MemberUserDO 的 id 属性，或者 AdminUserDO 的 id 属性
+     */
+    @NotEmpty(message = "用户编号不能为空")
+    private Long userId;
+    /**
+     * 用户类型
+     *
+     * 关联 {@link  UserTypeEnum}
+     */
+    @NotEmpty(message = "用户类型不能为空")
+    private Integer userType;
+    /**
+     * 操作模块
+     */
+    @NotEmpty(message = "操作模块不能为空")
+    private String module;
+    /**
+     * 操作名
+     */
+    @NotEmpty(message = "操作名不能为空")
+    private String name;
+    /**
+     * 操作模块业务编号
+     */
+    @NotEmpty(message = "操作模块业务编号不能为空")
+    private Long bizId;
+    /**
+     * 操作内容，记录整个操作的明细
+     * 例如说，修改编号为 1 的用户信息，将性别从男改成女，将姓名从芋道改成源码。
+     */
+    @NotEmpty(message = "操作内容不能为空")
+    private String content;
+    /**
+     * 拓展字段，有些复杂的业务，需要记录一些字段 ( JSON 格式 )
+     * 例如说，记录订单编号，{ orderId: "1"}
+     */
+    private String extra;
+
+    /**
+     * 请求方法名
+     */
+    @NotEmpty(message = "请求方法名不能为空")
+    private String requestMethod;
+    /**
+     * 请求地址
+     */
+    @NotEmpty(message = "请求地址不能为空")
+    private String requestUrl;
+    /**
+     * 用户 IP
+     */
+    @NotEmpty(message = "用户 IP 不能为空")
+    private String userIp;
+    /**
+     * 浏览器 UA
+     */
+    @NotEmpty(message = "浏览器 UA 不能为空")
+    private String userAgent;
+
+}