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feat(dict): 初始化 9 个商机字典分组种子 (产品录入 20260825)

新增分组 (契约 code 对齐 PRD §10/票 09/票 01):
- opp_source 商机来源 (线索转入/线下挖掘/客户转介绍)
- opp_type 商机类型 (新建/改造/升级)
- bid_form 招标形式 (ZC政采/GC工程/BC EPC总分包/YB邀标)
- result_tag 跟进结果标签 (8 项)
- design_config 设计配置 (6 项, 方案卡字段选项集)
- pause_reason 暂缓原因 (6 项)
- pool_reason 进入公海原因 (5 项)
- project_role 商机项目角色 (6 项, OpportunityTeam.projectRole)
- close_reason 关闭原因 (6 项)

item code = 分组前缀_序号 (同构 OPP_STAGE_0x, 避免中文项英译歧义), 47 项
分组 7→16, item 97→144; 种子测试断言同步更新, 45 全绿
master
luoweijian 2 weeks ago
parent
commit
d68aa067e2
  1. 67
      crm-dict/src/main/java/com/crm/dict/config/DictDataInitializer.java
  2. 26
      crm-dict/src/test/java/com/crm/dict/config/DictDataInitializerTest.java

67
crm-dict/src/main/java/com/crm/dict/config/DictDataInitializer.java

@ -156,7 +156,72 @@ public class DictDataInitializer implements CommandLineRunner {
new ItemSeed("OPP_STAGE_02", "关系摸排", "OPP_STAGE_02", 2, null, false),
new ItemSeed("OPP_STAGE_03", "资料采集", "OPP_STAGE_03", 3, null, false),
new ItemSeed("OPP_STAGE_04", "方案卡", "OPP_STAGE_04", 4, null, false),
new ItemSeed("OPP_STAGE_05", "已转项目", "OPP_STAGE_05", 5, null, false))));
new ItemSeed("OPP_STAGE_05", "已转项目", "OPP_STAGE_05", 5, null, false))),
new GroupSeed("opp_source", "商机来源", 8, "渠道归因(含「线索转入」,商机模块票 03;产品录入 20260825)",
List.of(
new ItemSeed("opp_source_01", "线索转入", "opp_source_01", 1, null, false),
new ItemSeed("opp_source_02", "线下挖掘", "opp_source_02", 2, null, false),
new ItemSeed("opp_source_03", "客户转介绍", "opp_source_03", 3, null, false))),
new GroupSeed("opp_type", "商机类型", 9, "商机类型(票 03;产品录入 20260825)",
List.of(
new ItemSeed("opp_type_01", "新建", "opp_type_01", 1, null, false),
new ItemSeed("opp_type_02", "改造", "opp_type_02", 2, null, false),
new ItemSeed("opp_type_03", "升级", "opp_type_03", 3, null, false))),
new GroupSeed("bid_form", "招标形式", 10, "招标形式(票 03;产品录入 20260825)",
List.of(
new ItemSeed("bid_form_01", "ZC(政采)", "bid_form_01", 1, null, false),
new ItemSeed("bid_form_02", "GC(工程)", "bid_form_02", 2, null, false),
new ItemSeed("bid_form_03", "BC(EPC总分包)", "bid_form_03", 3, null, false),
new ItemSeed("bid_form_04", "YB(邀标)", "bid_form_04", 4, null, false))),
new GroupSeed("result_tag", "跟进结果标签", 11, "跟进记录结果标签(票 09 follow.result_tag;产品录入 20260825)",
List.of(
new ItemSeed("result_tag_01", "暂无进展", "result_tag_01", 1, null, false),
new ItemSeed("result_tag_02", "需求确认", "result_tag_02", 2, null, false),
new ItemSeed("result_tag_03", "方案推进", "result_tag_03", 3, null, false),
new ItemSeed("result_tag_04", "资料采集", "result_tag_04", 4, null, false),
new ItemSeed("result_tag_05", "关系维护", "result_tag_05", 5, null, false),
new ItemSeed("result_tag_06", "预算沟通", "result_tag_06", 6, null, false),
new ItemSeed("result_tag_07", "勘探现场", "result_tag_07", 7, null, false),
new ItemSeed("result_tag_08", "方案深化", "result_tag_08", 8, null, false))),
new GroupSeed("design_config", "设计配置", 12, "方案卡设计配置字段选项集(票 07 方案卡字段样例;产品录入 20260825)",
List.of(
new ItemSeed("design_config_01", "按清单配置", "design_config_01", 1, null, false),
new ItemSeed("design_config_02", "标准配置", "design_config_02", 2, null, false),
new ItemSeed("design_config_03", "高配", "design_config_03", 3, null, false),
new ItemSeed("design_config_04", "中配", "design_config_04", 4, null, false),
new ItemSeed("design_config_05", "低配", "design_config_05", 5, null, false),
new ItemSeed("design_config_06", "定制", "design_config_06", 6, null, false))),
new GroupSeed("pause_reason", "暂缓原因", 13, "商机暂缓原因(票 04 PauseCmd;产品录入 20260825)",
List.of(
new ItemSeed("pause_reason_01", "客户项目延期", "pause_reason_01", 1, null, false),
new ItemSeed("pause_reason_02", "预算冻结", "pause_reason_02", 2, null, false),
new ItemSeed("pause_reason_03", "招标暂停", "pause_reason_03", 3, null, false),
new ItemSeed("pause_reason_04", "政策与其他不可抗力因素", "pause_reason_04", 4, null, false),
new ItemSeed("pause_reason_05", "个人原因", "pause_reason_05", 5, null, false),
new ItemSeed("pause_reason_99", "其他", "pause_reason_99", 6, null, false))),
new GroupSeed("pool_reason", "进入公海原因", 14, "抛公海/超期回收原因(票 04/10 pool_reason;产品录入 20260825)",
List.of(
new ItemSeed("pool_reason_01", "长期未有效跟进", "pool_reason_01", 1, null, false),
new ItemSeed("pool_reason_02", "客户暂无预算", "pool_reason_02", 2, null, false),
new ItemSeed("pool_reason_03", "项目暂停或延期", "pool_reason_03", 3, null, false),
new ItemSeed("pool_reason_04", "介入时机不成熟", "pool_reason_04", 4, null, false),
new ItemSeed("pool_reason_99", "其他", "pool_reason_99", 5, null, false))),
new GroupSeed("project_role", "商机项目角色", 15, "团队成员项目角色纯回显标签(票 01;OpportunityTeam.projectRole;产品录入 20260825)",
List.of(
new ItemSeed("project_role_01", "商机负责人", "project_role_01", 1, null, false),
new ItemSeed("project_role_02", "现场专员", "project_role_02", 2, null, false),
new ItemSeed("project_role_03", "报备专员", "project_role_03", 3, null, false),
new ItemSeed("project_role_04", "报价专员", "project_role_04", 4, null, false),
new ItemSeed("project_role_05", "方案工程师", "project_role_05", 5, null, false),
new ItemSeed("project_role_06", "协同负责人", "project_role_06", 6, null, false))),
new GroupSeed("close_reason", "关闭原因", 16, "商机关闭原因(票 04 CloseCmd;选「其他」时补充说明必填;产品录入 20260825)",
List.of(
new ItemSeed("close_reason_01", "项目取消", "close_reason_01", 1, null, false),
new ItemSeed("close_reason_02", "客户放弃", "close_reason_02", 2, null, false),
new ItemSeed("close_reason_03", "竞争失败", "close_reason_03", 3, null, false),
new ItemSeed("close_reason_04", "重复商机", "close_reason_04", 4, null, false),
new ItemSeed("close_reason_05", "无效商机", "close_reason_05", 5, null, false),
new ItemSeed("close_reason_99", "其他", "close_reason_99", 6, null, false))));
@Override
public void run(String... args) {

26
crm-dict/src/test/java/com/crm/dict/config/DictDataInitializerTest.java

@ -31,24 +31,26 @@ class DictDataInitializerTest extends AbstractDictH2Test {
}
@Test
@DisplayName("首装:7 个内置分组 + 97 个内置项全部建库,ref_count 预建,种子默认项生效")
@DisplayName("首装:16 个内置分组 + 144 个内置项全部建库,ref_count 预建,种子默认项生效")
void firstRun_createsBuiltinDictsWithDefaults() {
initializer.run();
List<DictGroup> groups = dictGroupMapper.selectList(null);
assertThat(groups).hasSize(7);
assertThat(groups).hasSize(16);
assertThat(groups).extracting(DictGroup::getCode)
.containsExactlyInAnyOrder("lead_source", "customer_status", "industry",
"brand", "product", "scene", "opp_stage");
"brand", "product", "scene", "opp_stage",
"opp_source", "opp_type", "bid_form", "result_tag", "design_config",
"pause_reason", "pool_reason", "project_role", "close_reason");
assertThat(groups).allMatch(g -> Boolean.TRUE.equals(g.getBuiltin()));
assertThat(groups).allMatch(g -> g.getStatus() == DictConstants.STATUS_ENABLED);
List<DictItem> items = dictItemMapper.selectList(null);
assertThat(items).hasSize(97); // 38 渠道 + 3 客户状态 + 8 行业 + 9 品牌 + 16 需求产品 + 18 需求场景 + 5 商机阶段
assertThat(items).hasSize(144); // 97 (旧) + 商机来源3 + 类型3 + 招标形式4 + 结果标签8 + 设计配置6 + 暂缓原因6 + 公海原因5 + 项目角色6 + 关闭原因6
assertThat(items).allMatch(i -> Boolean.TRUE.equals(i.getBuiltin()));
// 引用计数行预建(与新建接口同口径)
assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(97);
assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(144);
DictGroup statusGroup = groups.stream()
.filter(g -> g.getCode().equals("customer_status")).findFirst().orElseThrow();
DictItem potential = dictItemMapper.selectList(null).stream()
@ -69,9 +71,9 @@ class DictDataInitializerTest extends AbstractDictH2Test {
initializer.run();
initializer.run();
assertThat(dictGroupMapper.selectCount(null)).isEqualTo(7);
assertThat(dictItemMapper.selectCount(null)).isEqualTo(97);
assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(97);
assertThat(dictGroupMapper.selectCount(null)).isEqualTo(16);
assertThat(dictItemMapper.selectCount(null)).isEqualTo(144);
assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(144);
assertThat(dictGroupDefaultMapper.selectCount(null)).isEqualTo(1);
}
@ -194,12 +196,12 @@ class DictDataInitializerTest extends AbstractDictH2Test {
assertThat(dictGroupMapper.selectById(userGroup.getId()).getBuiltin()).isFalse();
assertThat(dictItemMapper.selectList(null).stream()
.filter(i -> i.getGroupId().equals(userGroup.getId()))).isEmpty();
// 种子其他分组不受影响(继续正常导入):customer_status + industry + brand + product + scene + opp_stage
assertThat(dictGroupMapper.selectCount(null)).isEqualTo(7); // lead_source(用户) + 其余 6 个内置分组
// 种子其他分组不受影响(继续正常导入):customer_status + industry + brand + product + scene + opp_stage + 8 商机分组
assertThat(dictGroupMapper.selectCount(null)).isEqualTo(16); // lead_source(用户) + 其余 15 个内置分组
assertThat(dictGroupMapper.selectList(null).stream()
.filter(g -> g.getCode().equals("industry"))).hasSize(1);
assertThat(dictItemMapper.selectCount(null)).isEqualTo(59); // 97 - 渠道 38(用户分组整组跳过)
assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(59);
assertThat(dictItemMapper.selectCount(null)).isEqualTo(106); // 144 - 渠道 38(用户分组整组跳过)
assertThat(dictRefCountMapper.selectCount(null)).isEqualTo(106);
assertThat(dictGroupDefaultMapper.selectCount(null)).isEqualTo(1); // customer_status 默认项
}

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