1. 项目概述

CRM：Customer Relationship Management，客户关系管理系统。

客户关系管理的定义是：企业为提高核心竞争力，利用相应的信息技术以及互联网技术协调企业与顾客间在销售、营销和服务上的交互，从而提升其管理方式，向客户提供创新式的个性化的客户交互和服务的过程。其最终目标是吸引新客户、保留老客户以及将已有客户转为忠实客户，增加市场。

比如：汽车4S店、售楼中心、房产中介、保险行业

本案例主要是完成两个模块：客户管理、联系人管理。

2. 环境搭建

2.1 创建项目

项目名：maven-crm

项目位置：

导入坐标

<packaging>war</packaging>
    <properties>
        <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
        <maven.compiler.source>1.8</maven.compiler.source>
        <maven.compiler.target>1.8</maven.compiler.target>
        <!--声明不需要web.xml文件-->
        <failOnMissingWebXml>false</failOnMissingWebXml>
    </properties>
    <dependencies>
        <dependency>
            <groupId>org.springframework</groupId>
            <artifactId>spring-context</artifactId>
            <version>5.2.4.RELEASE</version>
        </dependency>
        <dependency>
            <groupId>org.springframework</groupId>
            <artifactId>spring-aspects</artifactId>
            <version>5.2.4.RELEASE</version>
        </dependency>
        <dependency>
            <groupId>org.springframework</groupId>
            <artifactId>spring-test</artifactId>
            <version>5.2.4.RELEASE</version>
        </dependency>
        <dependency>
            <groupId>org.springframework</groupId>
            <artifactId>spring-webmvc</artifactId>
            <version>5.2.4.RELEASE</version>
        </dependency>
        <!-- 事务 -->
        <dependency>
            <groupId>org.springframework</groupId>
            <artifactId>spring-jdbc</artifactId>
            <version>5.2.4.RELEASE</version>
        </dependency>
        <!-- mysql驱动 -->
        <dependency>
            <groupId>mysql</groupId>
            <artifactId>mysql-connector-java</artifactId>
            <version>8.0.24</version>
        </dependency>
        <dependency>
            <groupId>com.alibaba</groupId>
            <artifactId>druid</artifactId>
            <version>1.2.4</version>
        </dependency>
        <dependency>
            <groupId>org.mybatis</groupId>
            <artifactId>mybatis</artifactId>
            <version>3.5.7</version>
        </dependency>
        <dependency>
            <groupId>tk.mybatis</groupId>
            <artifactId>mapper</artifactId>
            <version>3.5.2</version>
        </dependency>
        <dependency>
            <groupId>com.github.pagehelper</groupId>
            <artifactId>pagehelper</artifactId>
            <version>3.7.5</version>
        </dependency>
        <!--整合-->
        <dependency>
            <groupId>org.mybatis</groupId>
            <artifactId>mybatis-spring</artifactId>
            <version>2.0.5</version>
        </dependency>
        <dependency>
            <groupId>junit</groupId>
            <artifactId>junit</artifactId>
            <version>4.12</version>
        </dependency>
        <!-- mvc json -->
        <dependency>
            <groupId>com.fasterxml.jackson.core</groupId>
            <artifactId>jackson-databind</artifactId>
            <version>2.10.2</version>
        </dependency>
        <!--swagger2-->
        <dependency>
            <groupId>io.springfox</groupId>
            <artifactId>springfox-swagger2</artifactId>
            <version>2.7.0</version>
        </dependency>
        <dependency>
            <groupId>io.springfox</groupId>
            <artifactId>springfox-swagger-ui</artifactId>
            <version>2.7.0</version>
        </dependency>
        <!--文件上传-->
        <dependency>
            <groupId>commons-fileupload</groupId>
            <artifactId>commons-fileupload</artifactId>
            <version>1.4</version>
        </dependency>
        <!--jsp相关-->
        <dependency>
            <groupId>javax.servlet</groupId>
            <artifactId>javax.servlet-api</artifactId>
            <version>3.1.0</version>
            <scope>provided</scope>
        </dependency>
        <dependency>
            <groupId>javax.servlet.jsp</groupId>
            <artifactId>javax.servlet.jsp-api</artifactId>
            <version>2.3.1</version>
            <scope>provided</scope>
        </dependency>
        <dependency>
            <groupId>javax.servlet</groupId>
            <artifactId>jstl</artifactId>
            <version>1.2</version>
        </dependency>
        <!--整合日志-->
        <dependency>
            <groupId>org.slf4j</groupId>
            <artifactId>slf4j-log4j12</artifactId>
            <version>1.7.10</version>
        </dependency>
        <!--common工具-->
        <dependency>
            <groupId>org.apache.commons</groupId>
            <artifactId>commons-lang3</artifactId>
            <version>3.11</version>
        </dependency>
    </dependencies>

2.1创建webapp目录

2.2 导入jsp页面

2.3 配置类

拷贝配置类

2.3.1 MyBatis 配置

拷贝：MyBatisConfiguration3，修改mapper所在包，并创建对应的包

package com.czxy.crm.config;
import com.github.pagehelper.PageHelper;
import org.apache.ibatis.plugin.Interceptor;
import org.apache.ibatis.session.Configuration;
import org.apache.ibatis.session.SqlSessionFactory;
import org.mybatis.spring.SqlSessionFactoryBean;
import org.springframework.context.annotation.Bean;
import tk.mybatis.spring.mapper.MapperScannerConfigurer;
import javax.sql.DataSource;
import java.util.Properties;
/**
 * @author 桐叔
 * @email liangtong@itcast.cn
 */
public class MyBatisConfiguration3 {
    /**
     * 配置session工厂
     * @param dataSource
     * @return
     * @throws Exception
     */
    @Bean
    public SqlSessionFactory sqlSessionFactory(DataSource dataSource) throws Exception{
        //1 创建 factoryBean
        SqlSessionFactoryBean factoryBean = new SqlSessionFactoryBean();
        //2 设置数据
        // 2.1 数据源
        factoryBean.setDataSource(dataSource);
        // 2.2 驼峰命名
        Configuration configuration = new Configuration();
        configuration.setMapUnderscoreToCamelCase(true);
        factoryBean.setConfiguration(configuration);
        // 2.3 分页插件
        Properties props = new Properties();
        // 设置方言
        props.setProperty("dialect", "mysql");
        // 分页的同时进行count查询
        props.setProperty("rowBoundsWithCount", "true");
        // 分页合理化参数，pageNum<=0 时会查询第一页，pageNum>pages （超过总数时），会查询最后一页
        props.setProperty("reasonable", "true");
//      PageInterceptor pageInterceptor = new PageInterceptor();
//      pageInterceptor.setProperties(props);
        PageHelper pageHelper = new PageHelper();
        pageHelper.setProperties(props);
        factoryBean.setPlugins(new Interceptor[] {pageHelper});
        //3 通过factorybean获得对应
        return factoryBean.getObject();
    }
    /**
     * 映射扫描器
     * @return
     */
    @Bean
    public MapperScannerConfigurer mapperScannerConfigurer(){
        //1 创建
        MapperScannerConfigurer mapperScanner = new MapperScannerConfigurer();
        //2设置包
        mapperScanner.setBasePackage("com.czxy.crm.mapper");
        return mapperScanner;
    }
}

2.3.2 Spring 配置

拷贝：SpringConfiguration3

修改service所在包，并创建对应的包

创建 db.properties

jdbc.driver=com.mysql.cj.jdbc.Driver
jdbc.url=jdbc:mysql://localhost:3306/ssm_crm
jdbc.username=root
jdbc.password=1234
package com.czxy.crm.config;
import com.alibaba.druid.pool.DruidDataSource;
import org.springframework.beans.factory.annotation.Value;
import org.springframework.context.annotation.Bean;
import org.springframework.context.annotation.ComponentScan;
import org.springframework.context.annotation.PropertySource;
import org.springframework.jdbc.datasource.DataSourceTransactionManager;
import org.springframework.transaction.annotation.EnableTransactionManagement;
import javax.sql.DataSource;
@ComponentScan(basePackages="com.czxy.crm.service")
@PropertySource("classpath:db.properties")
@EnableTransactionManagement
public class SpringConfiguration3 {
    /**
     * 获得properties文件中内容，并注入对应变量
     */
    @Value("${jdbc.driver}")
    private String driver;
    @Value("${jdbc.url}")
    private String url;
    @Value("${jdbc.username}")
    private String username;
    @Value("${jdbc.password}")
    private String password;
    /**
     * 配置数据源
     * @return
     */
    @Bean
    public DataSource dataSource(){
        DruidDataSource druidDataSource = new DruidDataSource();
        druidDataSource.setDriverClassName(driver);
        druidDataSource.setUrl(url);
        druidDataSource.setUsername(username);
        druidDataSource.setPassword(password);
        return druidDataSource;
    }
    /**
     * 事务管理器
     * @param dataSource
     * @return
     */
    @Bean
    public DataSourceTransactionManager txManager(DataSource dataSource){
        return new DataSourceTransactionManager(dataSource);
    }
}

2.3.3 Spring MVC 配置

拷贝：MvcConfiguration3

修改controller所在包，并创建对应的包

修改视图解析器的前后缀

package com.czxy.crm.config;
import org.springframework.context.annotation.ComponentScan;
import org.springframework.context.annotation.Configuration;
import org.springframework.web.servlet.config.annotation.EnableWebMvc;
import org.springframework.web.servlet.config.annotation.ViewResolverRegistry;
import org.springframework.web.servlet.config.annotation.WebMvcConfigurer;
@Configuration
@ComponentScan(basePackages="com.czxy.crm.controller")
@EnableWebMvc
public class MvcConfiguration3 implements WebMvcConfigurer {
    /**
     * 视图解析器
     * @return
     */
    @Override
    public void configureViewResolvers(ViewResolverRegistry registry) {
        registry.jsp("/WEB-INF/jsp/",".jsp");
    }
}

2.3.4 Web 配置

拷贝：WebInitializer3

package com.czxy.crm.config;


import org.springframework.web.WebApplicationInitializer;
import org.springframework.web.context.support.AnnotationConfigWebApplicationContext;
import org.springframework.web.filter.CharacterEncodingFilter;
import org.springframework.web.servlet.DispatcherServlet;

import javax.servlet.FilterRegistration;
import javax.servlet.ServletContext;
import javax.servlet.ServletException;
import javax.servlet.ServletRegistration;

public class WebInitializer3 implements WebApplicationInitializer {

    @Override
    public void onStartup(ServletContext servletContext) throws ServletException {
        //1 配置spring工厂
        AnnotationConfigWebApplicationContext application = new AnnotationConfigWebApplicationContext();
        // 注册所有的配置类
        application.register(MyBatisConfiguration3.class);
        application.register(SpringConfiguration3.class);
        application.register(MvcConfiguration3.class);

        //2 post中文乱码
        FilterRegistration.Dynamic encodingFilter = servletContext.addFilter("encoding", new CharacterEncodingFilter("UTF-8"));
        encodingFilter.addMappingForUrlPatterns(null, true, "/*");

        //3 核心控制器
        ServletRegistration.Dynamic mvcServlet = servletContext.addServlet("springmvc", new DispatcherServlet(application));
        mvcServlet.addMapping("*.action");  //普通项目
        //mvcServlet.addMapping("/");       //RESTFul项目
        mvcServlet.setLoadOnStartup(2); //tomcat启动时，执行servlet的初始化方法
    }

}

2.4 数据库初始初始化

2.4.1 建表语句

CREATE DATABASE ssm_crm;
USE ssm_crm;
/*创建客户表*/
CREATE TABLE cst_customer (
  cust_id BIGINT(32) NOT NULL AUTO_INCREMENT COMMENT '客户编号(主键)',
  cust_name VARCHAR(32) NOT NULL COMMENT '客户名称(公司名称)',
  cust_source VARCHAR(32) DEFAULT NULL COMMENT '客户信息来源（外键字典表）',
  cust_industry VARCHAR(32) DEFAULT NULL COMMENT '客户所属行业',
  cust_level VARCHAR(32) DEFAULT NULL COMMENT '客户级别（外键字典表）',
  cust_address VARCHAR(128) DEFAULT NULL COMMENT '客户联系地址',
  cust_phone VARCHAR(64) DEFAULT NULL COMMENT '客户联系电话',
  PRIMARY KEY (cust_id)
) ENGINE=INNODB AUTO_INCREMENT=94 DEFAULT CHARSET=utf8;
/*创建联系人表*/
CREATE TABLE cst_linkman (
  lkm_id BIGINT(32) NOT NULL AUTO_INCREMENT COMMENT '联系人编号(主键)',
  lkm_name VARCHAR(16) DEFAULT NULL COMMENT '联系人姓名',
  lkm_gender VARCHAR(10) DEFAULT NULL COMMENT '联系人性别',
  lkm_phone VARCHAR(16) DEFAULT NULL COMMENT '联系人办公电话',
  lkm_mobile VARCHAR(16) DEFAULT NULL COMMENT '联系人手机',
  lkm_email VARCHAR(64) DEFAULT NULL COMMENT '联系人邮箱',
  lkm_position VARCHAR(16) DEFAULT NULL COMMENT '联系人职位',
  lkm_memo VARCHAR(512) DEFAULT NULL COMMENT '联系人备注',
  lkm_cust_id BIGINT(32) NOT NULL COMMENT '客户id(外键)',
  PRIMARY KEY (lkm_id),
  KEY FK_cst_linkman_lkm_cust_id (lkm_cust_id),
  CONSTRAINT FK_cst_linkman_lkm_cust_id FOREIGN KEY (lkm_cust_id) REFERENCES cst_customer (cust_id) ON DELETE NO ACTION ON UPDATE NO ACTION
) ENGINE=INNODB AUTO_INCREMENT=3 DEFAULT CHARSET=utf8;
/*创建数据字典表*/
CREATE TABLE base_dict (
  dict_id VARCHAR(32) NOT NULL COMMENT '数据字典id(主键)',
  dict_type_code VARCHAR(10) NOT NULL COMMENT '数据字典类别代码',
  dict_type_name VARCHAR(64) NOT NULL COMMENT '数据字典类别名称',
  dict_item_name VARCHAR(64) NOT NULL COMMENT '数据字典项目名称',
  dict_item_code VARCHAR(10) DEFAULT NULL COMMENT '数据字典项目(可为空)',
  dict_sort INT(10) DEFAULT NULL COMMENT '排序字段',
  dict_enable CHAR(1) NOT NULL COMMENT '1:使用 0:停用',
  dict_memo VARCHAR(64) DEFAULT NULL COMMENT '备注',
  PRIMARY KEY (dict_id)
) ENGINE=INNODB DEFAULT CHARSET=utf8;
/*为字典表插入数据 */
INSERT  INTO base_dict(dict_id,dict_type_code,dict_type_name,dict_item_name,dict_item_code,dict_sort,dict_enable,dict_memo) 
VALUES ('1','001','客户行业','教育',NULL,1,'1',NULL),
('2','001','客户行业','电子商务',NULL,2,'1',NULL),
('3','001','客户行业','医药',NULL,3,'1',NULL),
('4','001','客户行业','酒店旅游',NULL,4,'1',NULL),
('5','001','客户行业','房地产',NULL,5,'1',NULL),
('6','002','客户信息来源','电话营销',NULL,1,'1',NULL),
('7','002','客户信息来源','网络营销',NULL,2,'1',NULL),
('8','003','公司性质','合资',NULL,1,'1',NULL),
('9','003','公司性质','国企',NULL,2,'1',NULL),
('10','003','公司性质','民企',NULL,3,'1',NULL),
('12','004','年营业额','1-10万',NULL,1,'1',NULL),
('13','004','年营业额','10-20万',NULL,2,'1',NULL),
('14','004','年营业额','20-50万',NULL,3,'1',NULL),
('15','004','年营业额','50-100万',NULL,4,'1',NULL),
('16','004','年营业额','100-500万',NULL,5,'1',NULL),
('17','004','年营业额','500-1000万',NULL,6,'1',NULL),
('18','005','客户状态','基础客户',NULL,1,'1',NULL),
('19','005','客户状态','潜在客户',NULL,2,'1',NULL),
('20','005','客户状态','成功客户',NULL,3,'1',NULL),
('21','005','客户状态','无效客户',NULL,4,'1',NULL),
('22','006','客户级别','普通客户',NULL,1,'1',NULL),
('23','006','客户级别','VIP客户',NULL,2,'1',NULL),
('24','007','商机状态','意向客户',NULL,1,'1',NULL),
('25','007','商机状态','初步沟通',NULL,2,'1',NULL),
('26','007','商机状态','深度沟通',NULL,3,'1',NULL),
('27','007','商机状态','签订合同',NULL,4,'1',NULL),
('30','008','商机类型','新业务',NULL,1,'1',NULL),
('31','008','商机类型','现有业务',NULL,2,'1',NULL),
('32','009','商机来源','电话营销',NULL,1,'1',NULL),
('33','009','商机来源','网络营销',NULL,2,'1',NULL),
('34','009','商机来源','推广活动',NULL,3,'1',NULL);
/*客户表数据*/
INSERT INTO cst_customer VALUES ('1', '传智教育', '6', '1', '23', '北京市昌平区建材城西路金燕龙办公楼一层', '010-66668888');
INSERT INTO cst_customer VALUES ('2', '传智专修学院', '6', '1', '23', '江苏省宿迁市沭阳县北京南路999号', '0527-80961111');
INSERT INTO cst_customer VALUES ('3', '京西集团', '7', '2', '23', '京西玉泉山', '010-65085588');
INSERT INTO cst_customer VALUES ('4', '修正药业', '7', '3', '22', '北京市昌平区北七家镇', '010-68909090');
/*联系人表数据*/
INSERT INTO cst_linkman VALUES ('1', '梁老师', 'male', '0527-82930000', '1388888888', 'zzz@czxy.com', '宣传部负责人', '很负责', '1');
INSERT INTO cst_linkman VALUES ('2', '汪老师', 'female', '0527-8290000', '1377777777', 'lll@czxy.com', '全国统一咨询中心', '很负责', '1');
INSERT INTO cst_linkman VALUES ('3', '高工', 'male', '010-82930000', '1399999999', 'bggg@163.com', '传智专修学院宣传中心', '宣传责任人', '2');
INSERT INTO cst_linkman VALUES ('4', '刘管', 'female', '0527-82935100', '1366666666', 'gg@czxy.com', '管理专员', '管理', '2');
INSERT INTO cst_linkman VALUES ('5', '李总', 'male', '021-89986886', '1355555555', 'lz@zongli.com', '总经理', '企划负责人', '3');
INSERT INTO cst_linkman VALUES ('6', '王董', 'male', '021-80980990', '1333333333', 'wd@zongli.com', '董事长', '企业老大', '3');
INSERT INTO cst_linkman VALUES ('7', '孙老板', 'male', '010-80980990', '1322222222', 'slb@xunta.com', '老板', '一把手', '4');
INSERT INTO cst_linkman VALUES ('8', '陈秘书', 'female', '010-80980990', '1311111111', 'cms@xunta.com', '秘书', '二把手', '4');

2.4.2 字典表

开发过程中，页面中会出现固定值。例如：客户来源、客户所属行业、客户级别等。

存在的问题？随着项目的不断壮大，此类数据的维护难度，将几何倍的增长。

解决方案：项目开发中，我们一般采用字典表进行处理。

什么是字典表？

用于存放系统基本参数的表。也就是将客户来源等信息抽取到表中。

例如：客户来源、客户所属行业、客户级别等。

问题：独立的表越多，维护成本也将大大提升。

优化：创建数据字典表base_dict，用于存放此类所有数据。

2.4.3 客户表与字典表的关系

根据图片分析，字典表和客户表之间关系是一对多关系。

2.5 JavaBean

2.5.1 BaseDict

@Table(name="base_dict")
public class BaseDict {
    // 编号
    @Id
    private String dictId;
    //数据字典类别代码
    private String dictTypeCode;
    //数据字典类别名称
    private String dictTypeName;
    //数据字典项目名称
    private String dictItemName;
    //数据字典项目
    private String dictItemCode;
    //排序字段
    private String dictSort;
    //状态 0 停用 1 启用
    private String dictEnable;
    // 备注
    private String dictMemo;
    //getter和setter
}

2.5.2 Customer

@Table(name="cst_customer")
public class Customer {
    // 主键
    @Id
    private Long custId;
    // 客户名称
    private String custName;
    // 客户来源
    private String custSource;
    // 客户行业
    private String custIndustry;
    // 客户级别
    private String custLevel;
    // 客户地址
    private String custAddress;
    // 客户电话
    private String custPhone;
    // 客户来源数据字典对象(typeCode=002)
    private BaseDict custSourceBaseDict;
    // 客户行业数据字典对象(typeCode=001)
    private BaseDict custIndustryBaseDict;
    // 客户级别数据字典对象(typeCode=006)
    private BaseDict custLevelBaseDict;
    //getter 和 setter
}

2.5.3 LinkMan

@Table(name="cst_linkman")
public class LinkMan {
    // 主键
    @Id
    private Long lkmId;
    // 名称
    private String lkmName;
    // 性别
    private String lkmGender;
    // 电话
    private String lkmPhone;
    // 移动电话
    private String lkmMobile;
    // 邮箱
    private String lkmEmail;
    // 职位
    private String lkmPosition;
    // 备注
    private String lkmMemo;
    // 客户的对象
    private Customer customer;
    @Column(name="lkm_cust_id")
    private Long custId;            //所属客户主键信息（及联系人的外键）
    //getter 和 setter
}

2.6 Mapper

2.6.1 BaseDictMapper

package com.czxy.crm.mapper;
import com.czxy.crm.domain.BaseDict;
import tk.mybatis.mapper.common.Mapper;
/**
 * @author 桐叔
 * @email liangtong@itcast.cn
 */
public interface BaseDictMapper extends Mapper<BaseDict> {
}
2.6.2 CustomerMapper
package com.czxy.crm.mapper;
import com.czxy.crm.domain.Customer;
import tk.mybatis.mapper.common.Mapper;
/**
 * @author 桐叔
 * @email liangtong@itcast.cn
 */
public interface CustomerMapper extends Mapper<Customer> {
}

2.6.2 CustomerMapper

package com.czxy.crm.mapper;
import com.czxy.crm.domain.Customer;
import tk.mybatis.mapper.common.Mapper;
/**
 * @author 桐叔
 * @email liangtong@itcast.cn
 */
public interface CustomerMapper extends Mapper<Customer> {
}

2.6.3 LinkManMapper

package com.czxy.crm.mapper;
import com.czxy.crm.domain.LinkMan;
import tk.mybatis.mapper.common.Mapper;
/**
 * @author 桐叔
 * @email liangtong@itcast.cn
 */
public interface LinkManMapper extends Mapper<LinkMan> {
}

Java项目：CRM客户关系管理系统(Spring+SpringMVC+MyBatis + maven)