unis_crm/backend/target/classes/mapper/opportunity/OpportunityMapper.xml

<?xml version="1.0" encoding="UTF-8" ?>
<!DOCTYPE mapper
        PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
        "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="com.unis.crm.mapper.OpportunityMapper">

    <select id="selectOpportunities" resultType="com.unis.crm.dto.opportunity.OpportunityItemDTO">
        select
            o.id,
            o.opportunity_code as code,
            o.opportunity_name as name,
            coalesce(c.customer_name, '未命名客户') as client,
            coalesce(u.display_name, '当前用户') as owner,
            o.amount,
            to_char(o.expected_close_date, 'YYYY-MM-DD') as date,
            o.confidence_pct as confidence,
            case coalesce(o.stage, 'initial_contact')
                when 'initial_contact' then '初步沟通'
                when 'solution_discussion' then '方案交流'
                when 'bidding' then '招投标'
                when 'business_negotiation' then '商务谈判'
                when 'won' then '已成交'
                when 'lost' then '已放弃'
                else coalesce(o.stage, '初步沟通')
            end as stage,
            coalesce(o.opportunity_type, '新建') as type,
            coalesce(o.pushed_to_oms, false) as pushedToOms,
            coalesce(o.product_type, 'VDI云桌面') as product,
            coalesce(o.source, '主动开发') as source,
            coalesce(o.description, '') as notes
        from crm_opportunity o
        left join crm_customer c on c.id = o.customer_id
        left join sys_user u on u.user_id = o.owner_user_id
        where o.owner_user_id = #{userId}
        <if test="keyword != null and keyword != ''">
          and (
            o.opportunity_name ilike concat('%', #{keyword}, '%')
            or o.opportunity_code ilike concat('%', #{keyword}, '%')
            or coalesce(c.customer_name, '') ilike concat('%', #{keyword}, '%')
          )
        </if>
        <if test="stage != null and stage != ''">
          and o.stage = #{stage}
        </if>
        order by coalesce(o.updated_at, o.created_at) desc, o.id desc
    </select>

    <select id="selectOpportunityFollowUps" resultType="com.unis.crm.dto.opportunity.OpportunityFollowUpDTO">
        select
            f.id,
            f.opportunity_id as opportunityId,
            to_char(f.followup_time, 'YYYY-MM-DD HH24:MI') as date,
            coalesce(f.followup_type, '无') as type,
            coalesce(f.content, '无') as content,
            coalesce(u.display_name, '无') as user
        from crm_opportunity_followup f
        join crm_opportunity o on o.id = f.opportunity_id
        left join sys_user u on u.user_id = f.followup_user_id
        where o.owner_user_id = #{userId}
          and f.opportunity_id in
          <foreach collection="opportunityIds" item="id" open="(" separator="," close=")">
              #{id}
          </foreach>
        order by f.followup_time desc, f.id desc
    </select>

    <select id="selectOwnedCustomerIdByName" resultType="java.lang.Long">
        select id
        from crm_customer
        where owner_user_id = #{userId}
          and customer_name = #{customerName}
        limit 1
    </select>

    <insert id="insertCustomer">
        insert into crm_customer (
            id,
            customer_code,
            customer_name,
            owner_user_id,
            source,
            status,
            created_at,
            updated_at
        ) values (
            #{id},
            'CUS-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((coalesce((select count(1) from crm_customer), 0) + 1)::text, 3, '0'),
            #{customerName},
            #{userId},
            coalesce(#{source}, '主动开发'),
            'following',
            now(),
            now()
        )
    </insert>

    <insert id="insertOpportunity" useGeneratedKeys="true" keyProperty="request.id">
        insert into crm_opportunity (
            opportunity_code,
            opportunity_name,
            customer_id,
            owner_user_id,
            amount,
            expected_close_date,
            confidence_pct,
            stage,
            opportunity_type,
            product_type,
            source,
            pushed_to_oms,
            oms_push_time,
            description,
            status,
            created_at,
            updated_at
        ) values (
            'OPP-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((coalesce((select count(1) from crm_opportunity), 0) + 1)::text, 3, '0'),
            #{request.opportunityName},
            #{customerId},
            #{userId},
            #{request.amount},
            #{request.expectedCloseDate},
            #{request.confidencePct},
            #{request.stage},
            #{request.opportunityType},
            #{request.productType},
            #{request.source},
            #{request.pushedToOms},
            case when #{request.pushedToOms} then now() else null end,
            #{request.description},
            case
                when #{request.stage} = 'won' then 'won'
                when #{request.stage} = 'lost' then 'lost'
                else 'active'
            end,
            now(),
            now()
        )
    </insert>

    <select id="countOwnedOpportunity" resultType="int">
        select count(1)
        from crm_opportunity
        where id = #{id}
          and owner_user_id = #{userId}
    </select>

    <update id="updateOpportunity">
        update crm_opportunity
        set opportunity_name = #{request.opportunityName},
            customer_id = #{customerId},
            amount = #{request.amount},
            expected_close_date = #{request.expectedCloseDate},
            confidence_pct = #{request.confidencePct},
            stage = #{request.stage},
            opportunity_type = #{request.opportunityType},
            product_type = #{request.productType},
            source = #{request.source},
            pushed_to_oms = #{request.pushedToOms},
            oms_push_time = case
                when #{request.pushedToOms} then coalesce(oms_push_time, now())
                else null
            end,
            description = #{request.description},
            status = case
                when #{request.stage} = 'won' then 'won'
                when #{request.stage} = 'lost' then 'lost'
                else 'active'
            end,
            updated_at = now()
        where id = #{opportunityId}
          and owner_user_id = #{userId}
    </update>

    <insert id="insertOpportunityFollowUp">
        insert into crm_opportunity_followup (
            opportunity_id,
            followup_time,
            followup_type,
            content,
            next_action,
            followup_user_id,
            created_at,
            updated_at
        ) values (
            #{opportunityId},
            #{request.followUpTime},
            #{request.followUpType},
            #{request.content},
            #{request.nextAction},
            #{userId},
            now(),
            now()
        )
    </insert>

</mapper>