赵忠林
9c929301b9
- 在CreditMpCustomer实体类中添加七个跟进步骤相关字段 - 实现跟进步骤审核功能，包括单个和批量审核接口 - 添加待审核步骤查询接口和客户跟进统计功能 - 实现流程结束功能和详细的步骤状态管理 - 创建相应的DTO和VO数据传输对象 - 在Mapper层添加待审核步骤查询SQL实现
459 lines
16 KiB
Markdown
459 lines
16 KiB
Markdown
# 客户跟进7步骤后端实现指南
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## 📋 概述
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本指南详细说明如何实现客户跟进7个步骤功能的后端代码，包括数据库设计、Java后端实现和API接口。
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## 🗄️ 数据库设计
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### 1. 修改 credit_mp_customer 表结构
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```sql
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-- 为第5-7步添加字段（第1-4步字段已存在）
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-- 第5步：合同签订
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_submitted_at VARCHAR(255) COMMENT '提交时间';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_contracts TEXT COMMENT '合同信息JSON数组';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved_at VARCHAR(255) COMMENT '审核时间';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved_by BIGINT COMMENT '审核人ID';
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-- 第6步：订单回款
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_submitted_at VARCHAR(255) COMMENT '提交时间';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_payment_records TEXT COMMENT '财务录入的回款记录JSON数组';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_expected_payments TEXT COMMENT '预计回款JSON数组';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved_at VARCHAR(255) COMMENT '审核时间';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved_by BIGINT COMMENT '审核人ID';
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-- 第7步：电话回访
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_submitted_at VARCHAR(255) COMMENT '提交时间';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_visit_records TEXT COMMENT '回访记录JSON数组';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved_at VARCHAR(255) COMMENT '审核时间';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved_by BIGINT COMMENT '审核人ID';
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-- 添加流程结束相关字段
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ALTER TABLE credit_mp_customer ADD COLUMN follow_process_ended TINYINT DEFAULT 0 COMMENT '流程是否已结束';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_process_end_time VARCHAR(255) COMMENT '流程结束时间';
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ALTER TABLE credit_mp_customer ADD COLUMN follow_process_end_reason TEXT COMMENT '流程结束原因';
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```
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### 2. 创建审核记录表（可选）
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```sql
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CREATE TABLE credit_follow_approval (
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id BIGINT PRIMARY KEY AUTO_INCREMENT,
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customer_id BIGINT NOT NULL COMMENT '客户ID',
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step TINYINT NOT NULL COMMENT '步骤号',
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approved TINYINT NOT NULL COMMENT '是否通过',
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remark TEXT COMMENT '审核备注',
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approved_by BIGINT COMMENT '审核人ID',
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approved_at VARCHAR(255) COMMENT '审核时间',
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created_at VARCHAR(255) COMMENT '创建时间',
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INDEX idx_customer_step (customer_id, step),
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INDEX idx_approved_by (approved_by)
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) COMMENT='跟进步骤审核记录';
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```
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## ☕ Java后端实现
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### 1. 实体类修改
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```java
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// CreditMpCustomer.java 添加字段
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public class CreditMpCustomer {
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// ... 现有字段
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// 第5步字段
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private Integer followStep5Submitted;
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private String followStep5SubmittedAt;
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private String followStep5Contracts;
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private Integer followStep5NeedApproval;
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private Integer followStep5Approved;
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private String followStep5ApprovedAt;
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private Long followStep5ApprovedBy;
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// 第6步字段
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private Integer followStep6Submitted;
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private String followStep6SubmittedAt;
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private String followStep6PaymentRecords;
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private String followStep6ExpectedPayments;
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private Integer followStep6NeedApproval;
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private Integer followStep6Approved;
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private String followStep6ApprovedAt;
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private Long followStep6ApprovedBy;
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// 第7步字段
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private Integer followStep7Submitted;
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private String followStep7SubmittedAt;
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private String followStep7VisitRecords;
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private Integer followStep7NeedApproval;
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private Integer followStep7Approved;
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private String followStep7ApprovedAt;
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private Long followStep7ApprovedBy;
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// 流程结束字段
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private Integer followProcessEnded;
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private String followProcessEndTime;
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private String followProcessEndReason;
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// getter/setter 方法...
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}
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```
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### 2. DTO类创建
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```java
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// FollowStepApprovalDTO.java
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@Data
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public class FollowStepApprovalDTO {
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private Long customerId;
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private Integer step;
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private Boolean approved;
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private String remark;
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}
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// BatchFollowStepApprovalDTO.java
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@Data
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public class BatchFollowStepApprovalDTO {
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private List<FollowStepApprovalDTO> approvals;
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}
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// FollowStatisticsDTO.java
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@Data
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public class FollowStatisticsDTO {
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private Integer totalSteps;
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private Integer completedSteps;
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private Integer currentStep;
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private Double progress;
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private List<FollowStepDetailDTO> stepDetails;
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}
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// FollowStepDetailDTO.java
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@Data
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public class FollowStepDetailDTO {
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private Integer step;
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private String title;
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private String status; // pending, submitted, approved, rejected
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private String submittedAt;
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private String approvedAt;
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}
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```
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### 3. Service层实现
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```java
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// CreditMpCustomerServiceImpl.java 添加方法
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@Service
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public class CreditMpCustomerServiceImpl implements CreditMpCustomerService {
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/**
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* 审核跟进步骤
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*/
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@Override
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@Transactional
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public void approveFollowStep(FollowStepApprovalDTO dto) {
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CreditMpCustomer customer = getById(dto.getCustomerId());
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if (customer == null) {
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throw new ServiceException("客户不存在");
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}
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// 验证步骤是否已提交
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if (!isStepSubmitted(customer, dto.getStep())) {
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throw new ServiceException("该步骤尚未提交，无法审核");
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}
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// 更新审核状态
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updateStepApproval(customer, dto);
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// 记录审核日志
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saveApprovalLog(dto);
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// 如果审核通过，更新客户步骤状态
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if (dto.getApproved()) {
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updateCustomerStep(customer, dto.getStep());
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}
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}
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/**
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* 批量审核跟进步骤
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*/
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@Override
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@Transactional
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public void batchApproveFollowSteps(BatchFollowStepApprovalDTO dto) {
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for (FollowStepApprovalDTO approval : dto.getApprovals()) {
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approveFollowStep(approval);
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}
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}
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/**
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* 获取待审核的跟进步骤列表
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*/
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@Override
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public List<PendingApprovalStepVO> getPendingApprovalSteps(FollowStepQueryDTO query) {
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return baseMapper.selectPendingApprovalSteps(query);
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}
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/**
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* 获取客户跟进统计
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*/
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@Override
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public FollowStatisticsDTO getFollowStatistics(Long customerId) {
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CreditMpCustomer customer = getById(customerId);
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if (customer == null) {
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throw new ServiceException("客户不存在");
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}
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FollowStatisticsDTO statistics = new FollowStatisticsDTO();
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statistics.setTotalSteps(7);
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List<FollowStepDetailDTO> stepDetails = new ArrayList<>();
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int completedSteps = 0;
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int currentStep = 1;
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for (int i = 1; i <= 7; i++) {
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FollowStepDetailDTO detail = getStepDetail(customer, i);
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stepDetails.add(detail);
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if ("approved".equals(detail.getStatus())) {
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completedSteps++;
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currentStep = i + 1;
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} else if ("submitted".equals(detail.getStatus()) && currentStep == 1) {
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currentStep = i;
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}
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}
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statistics.setCompletedSteps(completedSteps);
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statistics.setCurrentStep(Math.min(currentStep, 7));
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statistics.setProgress((double) completedSteps / 7 * 100);
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statistics.setStepDetails(stepDetails);
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return statistics;
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}
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/**
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* 结束客户跟进流程
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*/
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@Override
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@Transactional
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public void endFollowProcess(Long customerId, String reason) {
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CreditMpCustomer customer = getById(customerId);
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if (customer == null) {
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throw new ServiceException("客户不存在");
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}
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customer.setFollowProcessEnded(1);
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customer.setFollowProcessEndTime(DateUtil.formatDateTime(new Date()));
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customer.setFollowProcessEndReason(reason);
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updateById(customer);
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}
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// 私有辅助方法...
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private boolean isStepSubmitted(CreditMpCustomer customer, Integer step) {
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switch (step) {
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case 1: return customer.getFollowStep1Submitted() == 1;
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case 2: return customer.getFollowStep2Submitted() == 1;
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// ... 其他步骤
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case 7: return customer.getFollowStep7Submitted() == 1;
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default: return false;
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}
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}
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private void updateStepApproval(CreditMpCustomer customer, FollowStepApprovalDTO dto) {
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String currentTime = DateUtil.formatDateTime(new Date());
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Long currentUserId = SecurityFrameworkUtils.getLoginUserId();
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switch (dto.getStep()) {
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case 5:
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customer.setFollowStep5Approved(dto.getApproved() ? 1 : 0);
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customer.setFollowStep5ApprovedAt(currentTime);
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customer.setFollowStep5ApprovedBy(currentUserId);
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break;
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case 6:
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customer.setFollowStep6Approved(dto.getApproved() ? 1 : 0);
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customer.setFollowStep6ApprovedAt(currentTime);
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customer.setFollowStep6ApprovedBy(currentUserId);
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break;
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case 7:
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customer.setFollowStep7Approved(dto.getApproved() ? 1 : 0);
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customer.setFollowStep7ApprovedAt(currentTime);
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customer.setFollowStep7ApprovedBy(currentUserId);
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break;
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}
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updateById(customer);
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}
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}
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```
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### 4. Controller层实现
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```java
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// CreditMpCustomerController.java 添加接口
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@RestController
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@RequestMapping("/credit/credit-mp-customer")
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public class CreditMpCustomerController {
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@PostMapping("/approve-follow-step")
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@OperLog(title = "审核跟进步骤", businessType = BusinessType.UPDATE)
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public R<Void> approveFollowStep(@RequestBody FollowStepApprovalDTO dto) {
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creditMpCustomerService.approveFollowStep(dto);
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return R.ok();
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}
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@PostMapping("/batch-approve-follow-steps")
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@OperLog(title = "批量审核跟进步骤", businessType = BusinessType.UPDATE)
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public R<Void> batchApproveFollowSteps(@RequestBody BatchFollowStepApprovalDTO dto) {
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creditMpCustomerService.batchApproveFollowSteps(dto);
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return R.ok();
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}
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@GetMapping("/pending-approval-steps")
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@OperLog(title = "获取待审核跟进步骤", businessType = BusinessType.SELECT)
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public R<List<PendingApprovalStepVO>> getPendingApprovalSteps(FollowStepQueryDTO query) {
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List<PendingApprovalStepVO> list = creditMpCustomerService.getPendingApprovalSteps(query);
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return R.ok(list);
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}
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@GetMapping("/follow-statistics/{customerId}")
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@OperLog(title = "获取客户跟进统计", businessType = BusinessType.SELECT)
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public R<FollowStatisticsDTO> getFollowStatistics(@PathVariable Long customerId) {
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FollowStatisticsDTO statistics = creditMpCustomerService.getFollowStatistics(customerId);
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return R.ok(statistics);
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}
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@PostMapping("/end-follow-process")
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@OperLog(title = "结束客户跟进流程", businessType = BusinessType.UPDATE)
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public R<Void> endFollowProcess(@RequestBody EndFollowProcessDTO dto) {
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creditMpCustomerService.endFollowProcess(dto.getCustomerId(), dto.getReason());
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return R.ok();
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}
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}
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```
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### 5. Mapper层SQL
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```xml
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<!-- CreditMpCustomerMapper.xml 添加查询方法 -->
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<select id="selectPendingApprovalSteps" resultType="com.your.package.PendingApprovalStepVO">
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SELECT
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c.id as customerId,
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c.to_user as customerName,
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5 as step,
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'合同签订' as stepTitle,
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c.follow_step5_submitted_at as submittedAt,
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u.real_name as submittedBy,
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c.follow_step5_contracts as content
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FROM credit_mp_customer c
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LEFT JOIN sys_user u ON c.user_id = u.user_id
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WHERE c.follow_step5_submitted = 1
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AND c.follow_step5_approved = 0
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AND c.deleted = 0
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UNION ALL
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SELECT
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c.id as customerId,
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c.to_user as customerName,
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6 as step,
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'订单回款' as stepTitle,
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c.follow_step6_submitted_at as submittedAt,
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u.real_name as submittedBy,
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c.follow_step6_expected_payments as content
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FROM credit_mp_customer c
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LEFT JOIN sys_user u ON c.user_id = u.user_id
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WHERE c.follow_step6_submitted = 1
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AND c.follow_step6_approved = 0
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AND c.deleted = 0
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UNION ALL
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SELECT
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c.id as customerId,
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c.to_user as customerName,
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7 as step,
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'电话回访' as stepTitle,
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c.follow_step7_submitted_at as submittedAt,
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u.real_name as submittedBy,
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c.follow_step7_visit_records as content
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FROM credit_mp_customer c
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LEFT JOIN sys_user u ON c.user_id = u.user_id
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WHERE c.follow_step7_submitted = 1
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AND c.follow_step7_approved = 0
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AND c.deleted = 0
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<if test="step != null">
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HAVING step = #{step}
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</if>
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<if test="customerId != null">
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HAVING customerId = #{customerId}
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</if>
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ORDER BY submittedAt DESC
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</select>
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```
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## 🔧 业务逻辑说明
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### 1. 步骤解锁机制
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- 第一步始终可用
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- 后续步骤需要前一步审核通过才能进行
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- 前端通过 `canEnterStep` 逻辑控制
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### 2. 审核流程
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- 步骤提交后设置 `needApproval = 1`
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- 管理员在后台审核
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- 审核通过后设置 `approved = 1` 并更新时间
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### 3. 数据格式
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- 所有复杂数据使用JSON格式存储
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- 文件上传返回URL，存储在JSON数组中
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- 时间统一使用 `YYYY-MM-DD HH:mm:ss` 格式
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### 4. 权限控制
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- 销售只能提交和查看自己的客户
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- 管理员可以审核所有步骤
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- 财务人员可以录入第6步回款数据
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## 📱 前端集成
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前端代码已经完成，包括：
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- 7个步骤的完整页面
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- 步骤状态显示和跳转逻辑
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- 数据提交和验证
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- 客户详情页面的汇总显示
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## 🚀 部署步骤
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1. 执行数据库迁移脚本
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2. 部署Java后端代码
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3. 更新前端API调用
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4. 测试完整流程
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5. 配置权限和审核流程
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## 📝 注意事项
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1. **数据备份**：执行数据库变更前请备份
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2. **权限配置**：确保各角色权限正确配置
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3. **文件上传**：确认文件上传服务正常
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4. **审核流程**：测试审核流程的完整性
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5. **性能优化**：大量数据时考虑分页和索引优化
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## 🔄 后续扩展
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可以考虑的功能：
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- 跟进模板和标准化流程
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- 自动提醒和通知
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- 数据统计和报表
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- 跟进效率分析
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- 客户满意度评估
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