客户关系管理项目——客户管理模块设计

男娘i 2021-10-01 05:42 400阅读 0赞

**一 模块需求细化**

1 实现客户信息录入

“添加”只有具有添加客户权限的用户才可以填写，只有具备3号角色的用户才能负责客户的添加，即超链接上会出现“添加客户”超链接。

而在业务层上进行具体数据添加，还必须考虑当前用户是否具备此类权限。

超级管理员可以浏览客户列表和用户任务列表，但无法添加客户，要求只有前台客服人员才可以进入人员的录入；在添加客户的时候，用户客户的状态type有如下几种取值：0表示初步咨询；1表示有意向；2表示无意向；3表示准备签约；4表示签约完毕。

2 客户信息查看

对于客户信息的查看，只需要具备查询客户列表的权限就可以了，如果是超级管理员，那么就不需要判断权限了。

3 更新客户信息操作

业务人员具备相关权限或者是超级管理员。

**二 模块相关数据库实现细节**

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2NoZW5ncWl1bWluZw_size_16_color_FFFFFF_t_70][]

输出数据表

用户信息表：member

客户信息表：client

**三 客户管理界面设计**

1 添加客户页面

<%@ page language="java" import="java.util.*" pageEncoding="UTF-8"%>
    <%
       String path = request.getContextPath();
       String basePath = request.getScheme() + "://"
             + request.getServerName() + ":" + request.getServerPort()
             + path + "/";
       String addUrl = basePath
             + "pages/back/client/ClientServletBack/add";
    %>
    <html>
    <head>
    <base href="<%=basePath%>">
    <title>CRM管理系统</title>
    <jsp:include page="/pages/plugins/import_file.jsp" />
    <script type="text/javascript"
       src="<%=basePath%>/js/pages/back/client/client_add.js"></script>
    </head>
    <body>
       <div class="place">
          <span>位置：</span>
          <ul class="placeul">
             <li><a href="main.html" target="_top">首页</a></li>
             <li>快速添加客户</li>
          </ul>
       </div>
       <div class="formbody">
          <div class="formtitle">
             <span>快速添加客户</span>
          </div>
          <form action="<%=addUrl%>" method="post" id="myform">
             <ul class="forminfo">
                <li><label>客户名称</label><input name="client.name"
                   id="client.name" type="text" class="dfinput" /> <i>不能超过10个字符</i></li>
                <li><label>性别</label> <cite><input name="client.sex"
                      id="client.sex" type="radio" value="男" checked="checked" /> 男
                          <input name="client.sex" id="client.sex"
                      type="radio" value="女" /> 女</cite></li>
                <li><label>电话</label><input name="client.tel" id="client.tel"
                   type="text" class="dfinput" /></li>
                <li><label>邮箱</label><input name="client.email"
                   id="client.email" type="text" class="dfinput" /></li>
                <li><label>QQ</label><input name="client.qq" id="client.qq"
                   type="text" class="dfinput" /></li>
    
                <li><label>客户状态</label> <select name="client.type"
                   id="client.type">
                      <option value="0" selected="selected">初步咨询</option>
                      <option value="1">有意向</option>
                      <option value="2">无意向</option>
                      <option value="3">准备签约</option>
                      <option value="4">签约完毕</option>
                </select></li>
                <li><label>备注</label> <textarea name="client.note"
                      id="client.note" cols="" rows="" class="textinput"></textarea></li>
                <li><label> </label><input name="" type="submit"
                   class="btn" value="确认保存" /></li>
             </ul>
          </form>
       </div>
    
    </body>
    </html>

2 显示效果

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2NoZW5ncWl1bWluZw_size_16_color_FFFFFF_t_70 1][]

3 客户列表页面

<%@ page language="java" import="java.util.*" pageEncoding="UTF-8"%>
    <%@ taglib prefix="c" uri="http://www.ptpress.com.cn/c"%>
    <%
    	String path = request.getContextPath();
    	String basePath = request.getScheme() + "://"
    			+ request.getServerName() + ":" + request.getServerPort()
    			+ path + "/";
    	String searchUrl = basePath + "pages/back/client/ClientServletBack/listSplit" ;
    %>
    <html>
    <head>
    <base href="<%=basePath%>">
    <title>CRM管理系统</title>
    <jsp:include page="/pages/plugins/import_file.jsp" />
    <link href="css/select.css" rel="stylesheet" type="text/css" />
    <script type="text/javascript" src="js/jquery.idTabs.min.js"></script>
    <script type="text/javascript" src="js/select-ui.min.js"></script>
    <script type="text/javascript"
    	src="<%=basePath%>js/pages/back/client/client_list.js"></script>
    </head>
    <body>
    <body class="sarchbody">
    
    	<div class="place">
    		<span>位置：</span>
    		<ul class="placeul">
    			<li><a href="main.html" target="_top">首页</a></li>
    			<li><a href="#">客户列表</a></li>
    		</ul>
    	</div>
    
    	<div class="formbody">
    
    
    		<div id="usual1" class="usual">
    
    		<form action="<%=searchUrl%>" method="post">
    
    			<ul class="seachform1">
    
    				<li><label>客户名称</label><input name="kw" id="kw" type="text"
    					class="scinput1" value="${keyWord}"/></li>
    
    
    				<li><label>客户状态</label>
    					<div class="vocation">
    						<select class="select3" name="type">
    							<option value="-1" ${type == -1 ? "selected" : ""}>全部客户</option>
    							<option value="0" ${type == 0 ? "selected" : ""}>初步咨询</option>
    							<option value="1" ${type == 1 ? "selected" : ""}>有意向</option>
    							<option value="2" ${type == 2 ? "selected" : ""}>无意向</option>
    							<option value="3" ${type == 3 ? "selected" : ""}>准备签约</option>
    							<option value="4" ${type == 4 ? "selected" : ""}>签约完毕</option>
    						</select>
    					</div></li>
    
    
    			</ul>
    
    
    
    			<ul class="seachform1">
    				<li class="sarchbtn"><label> </label>
    				<input type="hidden" name="col" value="name">
    				<input type="submit" class="scbtn" value="查询" />
    			</ul>
    
    	</form>
    
    			<div class="formtitle">
    				<span>列表</span>
    			</div>
    			<table class="tablelist">
    				<thead>
    					<tr>
    						<th width="5%"><input type="checkbox" id="selAll"></th>
    						<th width="6%">编号</th>
    						<th width="15%">姓名</th>
    						<th width="5%">性别</th>
    						<th width="9%">邮箱</th>
    						<th width="12%">电话</th>
    						<th width="12%">QQ</th>
    						<th width="8%">客户状态</th>
    						<th width="12%">登记时间</th>
    						<th width="16%">操作</th>
    					</tr>
    				</thead>
    				<tbody>
    					<c:if test="${allClients != null}">
    						<c:forEach items="${allClients}" var="client">
    							<tr>
    								<td><input type="checkbox" id="cid" name="cid" value="${client.cid}"></td>
    								<td>${client.cid}</td>
    								<td>${client.name}</td>
    								<td>${client.sex}</td>
    								<td>${client.email}</td>
    								<td>${client.tel}</td>
    								<td>${client.qq}</td>
    								<td>
    									<c:if test="${client.type == 0}">
    										初步咨询
    									</c:if>
    									<c:if test="${client.type == 1}">
    										有意向
    									</c:if>
    									<c:if test="${client.type == 2}">
    										无意向
    									</c:if>
    									<c:if test="${client.type == 3}">
    										准备签约
    									</c:if>
    									<c:if test="${client.type == 4}">
    										签约完毕
    									</c:if> 
    								</td>
    								<td>${client.reg}</td>
    								<td> 
    									<c:if test="${allActions['3'] != null}">
    										<a href="<%=basePath%>${allActions['3'].url}?client.cid=${client.cid}" class="tablelink">修改</a>
    									</c:if>
    									<c:if test="${allActions['5'] != null}">
    										<a href="<%=basePath%>${allActions['5'].url}?cid=${client.cid}&name=${client.name}" class="tablelink">添加任务</a>
    									</c:if>
    									<c:if test="${allActions['30'] != null}">
    										<a href="<%=basePath%>${allActions['30'].url}?cid=${client.cid}&name=${client.name}" class="tablelink">任务列表</a>
    									</c:if>
    								</td>
    							</tr>
    						</c:forEach>
    					</c:if>
    				</tbody>
    			</table>
    		</div>
    		<c:if test="${allActions['4'] != null}">
    			<div class="buttonform1">
    				<li class="delbtn"><label> </label><input id="delClient"
    					type="button" class="deltn" value="删除客户" />
    			</div>
    		</c:if>
    		<jsp:include page="/pages/plugins/split_page_plugin_bar.jsp"/>
    
    	</div>
    
    </body>
    
    
    </html>

4 显示效果

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2NoZW5ncWl1bWluZw_size_16_color_FFFFFF_t_70 2][]

**四 控制层模块设计与实现**

1 页面属性

......
    
    client.add.page=/pages/back/client/client_add.jsp
    client.add.servlet=/pages/back/client/ClientServletBack/addPre
    
    client.list.page=/pages/back/client/client_list.jsp
    client.list.servlet=/pages/back/client/ClientServletBack/listSplit
    client.edit.page=/pages/back/client/client_edit.jsp
    
    ......

2 控制层代码

package cn.mldn.crm.servlet.back;
    
    import java.util.HashSet;
    import java.util.Map;
    import java.util.Set;
    
    import javax.servlet.annotation.WebServlet;
    
    import cn.mldn.crm.factory.ServiceFactory;
    import cn.mldn.crm.vo.Client;
    import cn.mldn.util.BasepathUtil;
    import cn.mldn.util.SplitUtil;
    
    @SuppressWarnings("serial")
    @WebServlet("/pages/back/client/ClientServletBack/*")
    public class ClientServletBack extends AbstractCRMServlet {
       private Client client = new Client();
       public String rm() {
          String cid = super.getParameter("ids") ;
          String result [] = cid.split("\\|") ;
          Set<Integer> set = new HashSet<Integer>() ;
          for (int x = 0 ; x < result.length ; x ++) {
             set.add(Integer.parseInt(result[x])) ;
          }
          try {
             if (ServiceFactory.getIClientServiceBackInstance().rmByMember(super.getMid(), set)) {
                super.setMsgAndUrl("vo.rm.success", "client.list.servlet");
             } else {
                super.setMsgAndUrl("vo.rm.failure", "client.list.servlet");
             }
          } catch (Exception e) {
             super.setMsgAndUrl("vo.rm.failure", "client.list.servlet");
          }
          return "forward.page" ;
       }
       public String editPre() {
          try {
             super.request.setAttribute(
                   "client",
                   ServiceFactory.getIClientServiceBackInstance().editPre(
                         super.getMid(), this.client.getCid()));
          } catch (Exception e) {
             e.printStackTrace();
          }
          return "client.edit.page" ;
       }
       public String edit() {
          // 在进行数据更新的时候一定要将当前的用户的id传给Client类对象
          this.client.getMember().setMid(super.getMid());
          try {
             if (ServiceFactory.getIClientServiceBackInstance().edit(this.client)) {
                super.setMsgAndUrl("vo.edit.success", "client.list.servlet");
             } else {
                super.setMsgAndUrl("vo.edit.failure", "client.list.servlet");
             }
          } catch (Exception e) {
             e.printStackTrace();
             super.setMsgAndUrl("vo.edit.failure", "client.list.servlet");
          }
          return "forward.page" ;
       }
       
       public String listSplit() {
          if (super.isAction(2)) {
             // 进行分页处理的时候已经把需要传递的内容传递过去
             SplitUtil su = super.handleSplitParam();
             try {
                Map<String, Object> map = ServiceFactory
                      .getIClientServiceBackInstance().listByMemberAndType(
                            super.getMid(), super.getType(),
                            su.getColumn(), su.getKeyWord(),
                            su.getCurrentPage(), su.getLineSize());
                super.request.setAttribute("type", super.getType());
                super.request.setAttribute("allClients", map.get("allClients"));
                super.request.setAttribute("allRecorders",
                      map.get("clientCount"));
                super.request.setAttribute("paramName", "type");
                super.request.setAttribute("paramValue",
                      String.valueOf(super.getType()));
             } catch (Exception e) {
                e.printStackTrace();
             }
             request.setAttribute("url", BasepathUtil.getPath(super.request)
                   + super.getPage("client.list.servlet"));
             return "client.list.page";
          } else {
             return "errors.page";
          }
       }
    
       public String addPre() {
          if (super.isAction(1)) { // 如果是1号权限
             return "client.add.page";
          } else {
             return "error.page";
          }
       }
    
       public String add() {
          // 需要通过session取得mid数据
          if (super.isAction(1)) {
             String mid = super.getSession().getAttribute("mid").toString();
             this.client.getMember().setMid(mid);
             try {
                if (ServiceFactory.getIClientServiceBackInstance().add(
                      this.client)) {
                   super.setMsgAndUrl("vo.add.success", "client.add.servlet");
                } else {
                   super.setMsgAndUrl("vo.add.failure", "client.add.servlet");
                }
             } catch (Exception e) {
                e.printStackTrace();
                super.setMsgAndUrl("vo.add.failure", "client.add.servlet");
             }
             return "forward.page";
          } else {
             return "error.page";
          }
       }
    
       public Client getClient() {
          return client;
       }
    
       @Override
       public String getMarkTitle() {
          return "客户";
       }
    
       @Override
       public String getUploadDir() {
          return null;
       }
    
       @Override
       public String getDefaultColumn() {
          return "name";
       }
    
       @Override
       public String getColumntData() {
          return "顾客姓名:name|联系邮箱:email|联系电话:tel|联系QQ:qq";
       }
    
    }

**五 业务层模块设计与实现**

package cn.mldn.crm.service.back.impl;
    
    import java.util.Date;
    import java.util.HashMap;
    import java.util.Map;
    import java.util.Set;
    
    import cn.mldn.crm.factory.DAOFactory;
    import cn.mldn.crm.service.back.IClientServiceBack;
    import cn.mldn.crm.vo.Client;
    import cn.mldn.crm.vo.Member;
    import cn.mldn.util.dbc.DatabaseConnection;
    
    public class ClientServiceBackImpl implements IClientServiceBack {
       private DatabaseConnection dbc = new DatabaseConnection();
    
       @Override
       public boolean add(Client vo) throws Exception {
          try {
             vo.setReg(new Date()); // 注册日期为当前系统的日期时间
             // 1、需要查询该用户当前是否可用（用户必须是活跃状态才可以使用）；
             Member member = DAOFactory.getIMemberDAOInstance(
                   this.dbc.getConnection()).findById(vo.getMember().getMid());
             if (member.getFlag().equals(1)) { // 超级管理员不受到任何限制
                return DAOFactory.getIClientDAOInstance(
                      this.dbc.getConnection()).doCreate(vo);
             } else { // 2、需要查询该用户是否具备有指定的权限
                if (member.getLocked().equals(1)) { // 该用户已经被锁定了
                   return false;
                } else {
                   if (DAOFactory.getIActionDAOInstance(
                         this.dbc.getConnection()).findByRoleAndId(
                         member.getRole().getRid(), 1) != null) {
                      return DAOFactory.getIClientDAOInstance(
                            this.dbc.getConnection()).doCreate(vo);
                   } else {
                      return false;
                   }
                }
             }
          } catch (Exception e) {
             throw e;
          } finally {
             this.dbc.close();
          }
       }
    
       @Override
       public Map<String, Object> listByMemberAndType(String mid, Integer type,
             String column, String keyWord, Integer currentPage, Integer lineSize)
             throws Exception {
          try {
             Member member = DAOFactory.getIMemberDAOInstance(
                   this.dbc.getConnection()).findById(mid); // 查询指定mid对应的信息
             if (member.getFlag().equals(1)) { // 超级管理员不受到任何限制
                Map<String, Object> map = new HashMap<String, Object>();
                map.put("allClients",
                      DAOFactory.getIClientDAOInstance(
                            this.dbc.getConnection())
                            .findAllSplitByMemberAndType(mid, type, column,
                                  keyWord, currentPage, lineSize));
                map.put("clientCount",
                      DAOFactory.getIClientDAOInstance(
                            this.dbc.getConnection())
                            .getAllCountByMemberAndType(mid, type, column,
                                  keyWord));
                return map;
             } else {
                if (member.getLocked().equals(1)) { // 该用户已经被锁定了
                   return null;
                } else {
                   if (DAOFactory.getIActionDAOInstance(
                         this.dbc.getConnection()).findByRoleAndId(
                         member.getRole().getRid(), 2) != null) {
                      Map<String, Object> map = new HashMap<String, Object>();
                      map.put("allClients",
                            DAOFactory.getIClientDAOInstance(
                                  this.dbc.getConnection())
                                  .findAllSplitByMemberAndType(mid, type,
                                        column, keyWord, currentPage,
                                        lineSize));
                      map.put("clientCount",
                            DAOFactory.getIClientDAOInstance(
                                  this.dbc.getConnection())
                                  .getAllCountByMemberAndType(mid, type,
                                        column, keyWord));
                      return map;
                   } else {
                      return null;
                   }
                }
             }
    
          } catch (Exception e) {
             throw e;
          } finally {
             this.dbc.close();
          }
       }
    
       @Override
       public Client editPre(String mid, Integer id) throws Exception {
          try {
             Member member = DAOFactory.getIMemberDAOInstance(
                   this.dbc.getConnection()).findById(mid); // 查询指定mid对应的信息
             if (member.getLocked().equals(1)) {
                return null;
             }
             if (member.getFlag().equals(1)
                   || DAOFactory.getIActionDAOInstance(
                         this.dbc.getConnection()).findByRoleAndId(
                         member.getRole().getRid(), 3) != null) {
                return DAOFactory.getIClientDAOInstance(
                      this.dbc.getConnection()).findByMemberAndId(mid, id);
             }
             return null;
          } catch (Exception e) {
             throw e;
          } finally {
             this.dbc.close();
          }
       }
    
       @Override
       public boolean edit(Client vo) throws Exception {
          try {
             Member member = DAOFactory.getIMemberDAOInstance(
                   this.dbc.getConnection()).findById(vo.getMember().getMid()); // 查询指定mid对应的信息
             if (member.getLocked().equals(1)) {
                return false;
             }
             if (member.getFlag().equals(1)
                   || DAOFactory.getIActionDAOInstance(
                         this.dbc.getConnection()).findByRoleAndId(
                         member.getRole().getRid(), 3) != null) {
                return DAOFactory.getIClientDAOInstance(
                      this.dbc.getConnection()).doUpdateByMember(vo);
             }
             return false;
          } catch (Exception e) {
             throw e;
          } finally {
             this.dbc.close();
          }
       }
    
       @Override
       public boolean rmByMember(String mid, Set<Integer> cids) throws Exception {
          try {
             if (cids.size() == 0) {
                return false;
             }
             Member member = DAOFactory.getIMemberDAOInstance(
                   this.dbc.getConnection()).findById(mid); // 查询指定mid对应的信息
             if (member.getLocked().equals(1)) {
                return false;
             }
             if (member.getFlag().equals(1)
                   || DAOFactory.getIActionDAOInstance(
                         this.dbc.getConnection()).findByRoleAndId(
                         member.getRole().getRid(), 4) != null) {
                return DAOFactory.getIClientDAOInstance(
                      this.dbc.getConnection()).doRemoveByMember(mid, cids);
             }
             return false ;
          } catch (Exception e) {
             throw e;
          } finally {
             this.dbc.close();
          }
       }
    
    }

**六 数据层模块设计与实现**

根据业务实现，调用各个DAO的实现方法。

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