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项目介绍
客户关系管理系统主要功能包括:
系统管理:
用户管理
日志管理
权限管理
角色管理
系统信息
客户管理
我的客户
联系跟进
客户流失
销售机会
客户服务
我的服务
服务统计
客户关怀
统计
个人中心
由于本程序规模不大,可供课程设计,毕业设计学习演示之用
更多项目源码,请到“源码空间站”,地址:http://www.shuyue.fun/
环境需要
1.运行环境:最好是java jdk 1.8,我们在这个平台上运行的。其他版本理论上也可以。
2.IDE环境:IDEA,Eclipse,Myeclipse都可以。推荐IDEA;
3.tomcat环境:Tomcat 7.x,8.x,9.x版本均可
4.硬件环境:windows 7/8/10 1G内存以上;或者 Mac OS;
5.是否Maven项目: 是;查看源码目录中是否包含pom.xml;若包含,则为maven项目,否则为非maven项目
6.数据库:MySql 5.7版本;
系统框架
spring框架
springmvc框架
mybatis框架
Logback日志框架
安全验证框架
maven框架
layui前端框架
shiro安全框架
系统关键性技术
基于角色的权限访问控制RBCA(Role-Based Access Control)
Spring+Springmvc+Mybatis三大框架
Ajax技术
springmvc文件上传
shiro安全框架
Redis缓存
JavaMail邮件
基于aop切面的日志管理
Layui前端框架
登录验证码
富文本输入框
md5加密加盐
使用说明
1. 使用Navicat或者其它工具,在mysql中创建对应名称的数据库,并导入项目的sql文件,sql文件命名为crm2.sql,其中‘user’表为账户表;
2. 部署项目前,需要配置好MqSQL数据库,Redis数据库、mail邮箱,这三个配置文件都在crm/src/main/resources/properties
3. 使用IDEA/Eclipse/MyEclipse导入项目,Eclipse/MyEclipse导入时,若为maven项目请选择maven;若为maven项目,导入成功后请执行maven clean;maven install命令,配置tomcat,然后运行;
4.项目登录帐号:malizhi(管理员级别),密码123456,部署项目后,可以到测试类中(test包下的TestUserService)进行添加账户,密码经过md5加密加盐
5.登录页:如果是本地部署 http://localhost:8080/crm2/pages/login.jsp ,端口号以及项目名要与部署的环境一致
6.订单可以在客户流失(客户是否流失由Spring定时器定时检测)模块中,点击客户详情,可以查看到此客户的历史订单,关于订单的数据问题,因为在企业模式中,订单数据是从销售系统中获取的,但由于没有外接销售系统,所以订单数据以及产品定价的数据是自个插入数据库的。
部署过程异常错误解决方法
1.权限,菜单都会缓存到redis中,如果redis无法连接,将会报空指针错误或登陆后首页会显示404,请确保能连接上redis数据库
2.如果有报此异常org/hyperic/sigar/SigarException,可以将WEB-INF/lib下的文件(根据你的系统以及位数选择)放在你的JDK/bin目录下
3.在发布出来前,由于隐私关系删除了部分登录帐号(客户经理),如果出现此客户找不到对应的客户经理,删掉此客户即可
运行截图
相关代码
CustomerCareController
/**
*
*/
package com.neuedu.crm.controller;
import java.time.LocalDate;
import java.time.LocalDateTime;
import java.time.temporal.ChronoUnit;
import java.util.HashMap;
import java.util.Iterator;
import java.util.List;
import java.util.Map;
import javax.servlet.http.HttpServletRequest;
import org.apache.shiro.authz.annotation.RequiresPermissions;
import org.slf4j.Logger;
import org.slf4j.LoggerFactory;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Controller;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.ResponseBody;
import com.neuedu.crm.pojo.CustomerCare;
import com.neuedu.crm.pojo.CustomerCareExample;
import com.neuedu.crm.pojo.Linkman;
import com.neuedu.crm.pojo.User;
import com.neuedu.crm.service.ICustomerCareService;
import com.neuedu.crm.service.ICustomerService;
import com.neuedu.crm.service.ILinkmanService;
import com.neuedu.crm.utils.Operation;
/**
* @author wanghaoyu
*
*/
@Controller
@RequestMapping("/customerCare")
public class CustomerCareController {
Logger logger = LoggerFactory.getLogger(CustomerCareController.class);
@Autowired
ICustomerService customerService;
@Autowired
ILinkmanService linkmanService;
@Autowired
ICustomerCareService customerCareService;
@Operation(name="查找客户关怀")
@RequiresPermissions("19001")
@RequestMapping("/findCustomerCare")
@ResponseBody
public Map<String, Object> findCustomerCare(HttpServletRequest request, Integer day){
Map<String, Object> map = new HashMap<String, Object>(26);
//从session域中获取当前用户
User user = (User) request.getSession().getAttribute("user");
List<CustomerCare> customerCares = null;
//根据当前客户经理的编号查找联系人
if(user.getRoleId() == 1) {
customerCares = customerCareService.selectCustomerCareByManagerId(user.getId());
}else {
customerCares = customerCareService.selectCustomerCareByManagerId(null);
}
LocalDate now = LocalDate.now();
Iterator<CustomerCare> it = customerCares.iterator();
//再根据天数内来筛选要显示的数据
while(it.hasNext()){
LocalDate dateOfBirthday = it.next().getBirthday();
//把生日的年份换成今年,以方便计算天数
LocalDate birthday = LocalDate.of(now.getYear(), dateOfBirthday.getMonth(), dateOfBirthday.getDayOfMonth());
//计算生日离今天还有多少天
long betweenDays = now.until(birthday, ChronoUnit.DAYS);
//判断是不是在天数以内
if( !(betweenDays >= 0 && betweenDays <= day)){
//移除掉不符合的联系人
it.remove();
}
}
map.put("data", customerCares);
map.put("msg", "success");
map.put("code", 0);
return map;
}
/**
*
* 描述:根据联系人id查找联系生日等信息
* @author wanghaoyu
* @version 1.0
* @param id
* @return Map<String,Object>
* @exception Nothing
* @since 1.8
*
*/
@Operation(name="根据联系人id查找联系生日等信息")
@RequestMapping("/findLinkmanBirthdayInfoById")
@ResponseBody
public Map<String, Object> findLinkmanBirthdayInfoById(Integer id){
Map<String, Object> map = new HashMap<String, Object>(16);
boolean success = false;
Linkman linkman = null;
try {
linkman = linkmanService.selectLinkmanByPrimaryKey(id);
//计算年龄差
long age = linkman.getBirthday().until(LocalDate.now()).getYears();
linkman.setAge((int)age);
success = true;
} catch (Exception e) {
e.printStackTrace();
}
map.put("linkman", linkman);
map.put("success", success);
map.put("code", 0);
return map;
}
/**
*
* 描述:添加客户关怀信息
* @author wanghaoyu
* @version 1.0
* @param request
* @param customerCare
* @return Map<String,Object>
* @exception Nothing
* @since 1.8
*
*/
@Operation(name="添加客户关怀")
@RequestMapping("/addCustomerCare")
@ResponseBody
public Map<String, Object> addCustomerCare(HttpServletRequest request , CustomerCare customerCare){
Map<String, Object> map = new HashMap<String, Object>(16);
boolean success = false;
try {
User user = (User) request.getSession().getAttribute("user");
//对数据进行二次封装
customerCare.setManagerId(user.getId());
if(customerCareService.insertCustomerCare(customerCare)) {
success = true;
}
} catch (Exception e) {
e.printStackTrace();
}
map.put("success", success);
map.put("code", 0);
return map;
}
/**
*
* 描述:根据编号查找客户关怀记录
* @author wanghaoyu
* @version 1.0
* @param id
* @return
* @exception Nothing
* @since 1.8
*
*/
@Operation(name="根据编号查找客户关怀记录")
@RequestMapping("/findCustomerCareById")
@ResponseBody
public Map<String, Object> findCustomerCareById(Integer id){
Map<String, Object> map = new HashMap<String, Object>(16);
boolean success = false;
CustomerCare customerCare = null;
try {
customerCare = customerCareService.selectCustomerCareByPrimaryKey(id);
//封装联系人对象
Linkman linkman = linkmanService.selectLinkmanByPrimaryKey(customerCare.getLinkmanId());
customerCare.setLinkman(linkman);
success = true;
} catch (Exception e) {
e.printStackTrace();
}
map.put("customerCare", customerCare);
map.put("code", 0);
map.put("success", success);
return map;
}
/**
*
* 描述:处理客户关怀
* @author wanghaoyu
* @version 1.0
* @param customerCare
* @return Map<String,Object>
* @exception Nothing
* @since 1.8
*
*/
@Operation(name="处理客户关怀")
@RequestMapping("/handleCustomerCare")
@RequiresPermissions("19002")
@ResponseBody
public Map<String, Object> handleCustomerCare(CustomerCare customerCare){
Map<String, Object> map = new HashMap<String, Object>(16);
boolean success = false;
logger.info("客户关怀" + customerCare.toString());
try {
customerCare.setStatus("已处理");
//更新客户关怀记录
if(customerCareService.updateCustomerCareByPrimaryKey(customerCare)) {
success = true;
}
} catch (Exception e) {
e.printStackTrace();
}
map.put("success", success);
map.put("code", 0);
return map;
}
/**
*
* 描述:忽略客户的生日处理
* @author wanghaoyu
* @version 1.0
* @param id
* @return
* @exception Nothing
* @since 1.8
*
*/
@Operation(name="忽略客户关怀")
@RequiresPermissions("19006")
@RequestMapping("/skipCustomerCare")
@ResponseBody
public Map<String, Object> skipCustomerCare(Integer id){
Map<String, Object> map = new HashMap<String, Object>(16);
boolean success = false;
try {
CustomerCare customerCare = new CustomerCare();
customerCare.setId(id);
customerCare.setStatus("已忽略");
if(customerCareService.updateCustomerCareByPrimaryKeySelective(customerCare)) {
success = true;
}
} catch (Exception e) {
e.printStackTrace();
}
map.put("success", success);
map.put("code", 0);
return map;
}
}
CustomerController
package com.neuedu.crm.controller;
import java.time.LocalDateTime;
import java.util.ArrayList;
import java.util.HashMap;
import java.util.List;
import java.util.Map;
import javax.servlet.http.HttpServletRequest;
import javax.servlet.http.HttpSession;
import org.apache.shiro.authz.annotation.RequiresPermissions;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Controller;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.ResponseBody;
import com.neuedu.crm.pojo.Customer;
import com.neuedu.crm.pojo.CustomerExample;
import com.neuedu.crm.pojo.CustomerExample.Criteria;
import com.neuedu.crm.pojo.Linkman;
import com.neuedu.crm.pojo.User;
import com.neuedu.crm.service.ICustomerService;
import com.neuedu.crm.utils.Operation;
/**
*
* @author huangwanzong
* @date 2018年7月6日
*/
@Controller
@RequestMapping("customer")
public class CustomerController {
@Autowired
private ICustomerService customerService;
private User user = null;
/**
* @author huangwanzong
* @date 2018年7月6日
*/
private User getUser(HttpServletRequest request) {
HttpSession session = request.getSession();
user = (User)session.getAttribute("user");
return user;
}
/**
*
* 描述:分页查询客户
* @author huangwanzong
* @date 2018/07/06
* @version 1.0
* @param page 可选参数,查询的页数,默认值 1
* @param limit 可选参数,分页的大小,默认值 10
* @param customer 可选参数,查询的条件
* @param findtype 可选参数,该参数值为 all 时不执行分页查询,返回全部符合条件的客户
* @param request
* @return Map<String,Object>
* @since 1.8
*
*/
@RequiresPermissions("5001")
@Operation(name="分页查询客户")
@RequestMapping("list")
@ResponseBody
public Map<String, Object> listCustomer(Integer page,Integer limit,Customer customer,String findtype,HttpServletRequest request){
Map<String, Object> map = new HashMap<String,Object>(16);
//获取用户
user = this.getUser(request);
//检验用户正确性
if(user == null || user.getId() == null) {
map.put("code", -1);
map.put("msg", "用户不存在,无法执行操作.");
return map;
}
CustomerExample example = new CustomerExample();
Criteria criteria = example.createCriteria();
//设置分页参数
if(page == null || page <= 0) {
page = 1;
}
if(limit == null || limit <= 0) {
limit = 10;
}
String all = "all";
if(!all.equals(findtype)) {
example.setLimit(limit);
Long offset = new Long((page-1)*limit);
example.setOffset(offset);
}
//设置管理者ID
criteria.andManagerIdEqualTo(user.getId());
//只查询未删除的客户
criteria.andDeleteStatusEqualTo(0);
System.out.println(customer);
//检测属性是否存在,存在则进行条件查询
if(customer != null) {
if(customer.getName() != null) {
criteria.andNameLike("%" + customer.getName() + "%");
}
if(customer.getType() != null && !"".equals(customer.getType())) {
criteria.andTypeEqualTo(customer.getType());
}
if(customer.getStatus() != null && !"".equals(customer.getStatus())) {
criteria.andStatusEqualTo(customer.getStatus());
}
if(customer.getSource() != null && !"".equals(customer.getSource())) {
criteria.andSourceEqualTo(customer.getSource());
}
if(customer.getLevel() != null && !"".equals(customer.getLevel())) {
criteria.andLevelEqualTo(customer.getLevel());
}
if(customer.getCredit() != null && !"".equals(customer.getCredit())) {
criteria.andCreditEqualTo(customer.getCredit());
}
if(customer.getMaturity() != null && !"".equals(customer.getMaturity())) {
criteria.andMaturityEqualTo(customer.getMaturity());
}
}
Long count = customerService.countByCustomerExample(example);
List<Customer> customers = customerService.selectByCustomerExample(example);
map.put("data", customers);
map.put("count", count);
map.put("code", 0);
return map;
}
/**
*
* 描述:添加一个客户
* @author huangwanzong
* @date 2018/07/17
* @version 1.0
* @param customer 客户信息
* @param linkman 联系人信息
* @param customerName 客户名称
* @param linkmanName 联系人名称
* @param customerLevel 客户等级
* @param request
* @return Map<String,Object>
* @since 1.8
*
*/
@RequiresPermissions("5002")
@Operation(name="添加客户")
@RequestMapping("add")
@ResponseBody
public Map<String, Object> addCustomer(Customer customer,Linkman linkman,String customerName,String linkmanName,String customerLevel,HttpServletRequest request){
Map<String, Object> map = new HashMap<String,Object>(16);
this.getUser(request);
//检测是否存在customer对象
if(customer == null || linkman == null) {
map.put("msg", "参数为空");
map.put("success", false);
return map;
}
//检测客户名是否存在
if(customerName == null || "".equals(customerName)) {
map.put("msg", "用户名称参数不能为空");
map.put("success", false);
return map;
}
//检测联系人姓名是否存在
if(linkmanName == null || "".equals(linkmanName)) {
map.put("msg", "联系人名称参数不能为空");
map.put("success", false);
return map;
}
//客户所属者默认为创建者
customer.setManagerId(user.getId());
//设置创建者id
customer.setCreater(user.getId());
//设置创建时间
customer.setCreateTime(LocalDateTime.now());
//设置客户名称
customer.setName(customerName);
//设置客户等级
customer.setLevel(customerLevel);
//设置未删除
customer.setDeleteStatus(0);
//设置联系人名称
linkman.setName(linkmanName);
//进行数据插入
if(customerService.insertSelective(customer,linkman)) {
map.put("msg", "添加成功");
map.put("success", true);
}else {
map.put("msg", "添加失败");
map.put("success", false);
}
return map;
}
@RequiresPermissions("7009")
@Operation(name="检测客户名称是否存在")
@RequestMapping("checkname")
@ResponseBody
public boolean checkCustomerName(String name){
CustomerExample example = new CustomerExample();
example.createCriteria().andNameEqualTo(name);
List<Customer> list = customerService.selectByCustomerExample(example);
if(list.size()>0) {
return true;
}
return false;
}
@RequiresPermissions("5003")
@Operation(name="更新客户信息")
@RequestMapping("update")
@ResponseBody
public Map<String, Object> updateCustomer(Customer customer){
Map<String, Object> map = new HashMap<String,Object>(16);
if(customerService.updateCustomerByPrimaryKeySelective(customer)) {
map.put("msg", "更新成功");
map.put("success", true);
}else {
map.put("msg", "更新失败");
map.put("success", false);
}
return map;
}
@RequiresPermissions("5004")
@Operation(name="删除客户")
@RequestMapping("delete")
@ResponseBody
public Map<String, Object> deleteCustomer(int[] ids){
Map<String, Object> map = new HashMap<String,Object>(16);
List<Integer> success = new ArrayList<Integer>();
List<Integer> fail = new ArrayList<Integer>();
for(int id : ids) {
if(customerService.deleteByPrimaryKey(id)) {
success.add(id);
}else {
fail.add(id);
}
}
map.put("msg", "删除完成");
map.put("status", true);
map.put("success", success);
map.put("fail", fail);
return map;
}
@RequiresPermissions("7010")
@Operation(name="id查找客户")
@RequestMapping("find")
@ResponseBody
public Map<String, Object> findCustomer(Integer id){
Map<String, Object> map = new HashMap<String,Object>(16);
Customer customer = null;
if(id == null) {
map.put("msg", "非法操作");
map.put("success", false);
return map;
}
customer = customerService.selectCustomerByPrimaryKey(id);
if(customer != null) {
map.put("msg", "查找成功");
map.put("success", true);
map.put("data", customer);
}else {
map.put("msg", "查找失败");
map.put("success", false);
}
return map;
}
}
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