优化合同个管理和产品管理相关功能

This commit is contained in:
2026-09-12 23:29:45 +08:00
parent 2b1874943f
commit 4455b95e37
92 changed files with 5367 additions and 3144 deletions
+646
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@@ -0,0 +1,646 @@
package controllers
import (
"encoding/json"
"fmt"
"io"
"strconv"
"strings"
"time"
"server/models"
"github.com/beego/beego/v2/client/orm"
beego "github.com/beego/beego/v2/server/web"
)
// BackendCrmPaybackController CRM 回款管理
//
// 回款计划针对于合同创建:
// - plan_type 回款周期:1月度/2季度/3年度/4进度/5自定义;
// - 月度/季度/年度:明细为「期数 + 支付金额」;
// - 进度:明细为「进度名称 + 进度百分比 + 进度金额」;
// - 自定义:明细为「名称 + 计划日期 + 金额」;
// - 回款进度:按计划明细逐期登记实收金额/日期。
type BackendCrmPaybackController struct {
beego.Controller
}
// paybackItem 计划明细行(items JSON 元素)。
type paybackItem struct {
Seq int `json:"seq"`
Name string `json:"name"`
Percent float64 `json:"percent"`
Amount float64 `json:"amount"`
PlanDate string `json:"plan_date"`
ReceivedAmount float64 `json:"received_amount"`
ReceivedDate string `json:"received_date"`
ReceiptURL string `json:"receipt_url"` // 流水回执地址(选填)
ReceiptName string `json:"receipt_name"` // 流水回执文件名(选填)
Status int8 `json:"status"` // 1未回款/2部分回款/3已回款
}
// paybackPayload 创建 / 更新请求体。
type paybackPayload struct {
ContractID uint64 `json:"contract_id"`
ContractNo string `json:"contract_no"`
ContractName string `json:"contract_name"`
CustomerID uint64 `json:"customer_id"`
CustomerName string `json:"customer_name"`
PlanType int8 `json:"plan_type"`
PayMethod int8 `json:"pay_method"`
RemindDays int `json:"remind_days"`
OwnerUserID string `json:"owner_user_id"`
OwnerUserName string `json:"owner_user_name"`
ContractAmount float64 `json:"contract_amount"`
Items json.RawMessage `json:"items"`
Remark string `json:"remark"`
Status int8 `json:"status"`
ReceiptURL string `json:"receipt_url"` // 流水回执地址(选填)
ReceiptName string `json:"receipt_name"` // 流水回执文件名(选填)
}
// paybackResp 列表 / 详情响应:items 解析为 JSON 数组透出。
type paybackResp struct {
models.TenantCrmPayback
Items json.RawMessage `json:"items"`
}
// paybackProgress 回款进度行(跨计划摊平的计划明细)。
type paybackProgress struct {
PaybackID uint64 `json:"payback_id"`
ContractID *uint64 `json:"contract_id"`
ContractNo string `json:"contract_no"`
ContractName string `json:"contract_name"`
CustomerName string `json:"customer_name"`
OwnerUserName string `json:"owner_user_name"`
PlanType int8 `json:"plan_type"`
PayMethod int8 `json:"pay_method"`
Seq int `json:"seq"`
Name string `json:"name"`
Percent float64 `json:"percent"`
Amount float64 `json:"amount"`
PlanDate string `json:"plan_date"`
ReceivedAmount float64 `json:"received_amount"`
ReceivedDate string `json:"received_date"`
Status int8 `json:"status"`
}
// List GET /backend/crm/payback/list
func (c *BackendCrmPaybackController) List() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
page, _ := c.GetInt("page", 1)
pageSize, _ := c.GetInt("pageSize", 20)
if page < 1 {
page = 1
}
if pageSize < 1 || pageSize > 100 {
pageSize = 20
}
keyword := strings.TrimSpace(c.GetString("keyword"))
planType := strings.TrimSpace(c.GetString("plan_type"))
payMethod := strings.TrimSpace(c.GetString("pay_method"))
status := strings.TrimSpace(c.GetString("status"))
contractID := strings.TrimSpace(c.GetString("contract_id"))
tenantID := pipelineTenantID(claims)
cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
if keyword != "" {
cond = cond.AndCond(orm.NewCondition().
Or("contract_name__contains", keyword).
Or("contract_no__contains", keyword).
Or("customer_name__contains", keyword).
Or("owner_user_name__contains", keyword))
}
if planType != "" {
cond = cond.And("plan_type", planType)
}
if payMethod != "" {
cond = cond.And("pay_method", payMethod)
}
if status != "" {
cond = cond.And("status", status)
}
if contractID != "" {
if cid, err := strconv.ParseUint(contractID, 10, 64); err == nil && cid > 0 {
cond = cond.And("contract_id", cid)
}
}
qs := models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond)
total, _ := qs.Count()
var list []models.TenantCrmPayback
if total > 0 {
_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
}
items := make([]paybackResp, 0, len(list))
for i := range list {
items = append(items, buildPaybackResp(&list[i]))
}
// 汇总(当前筛选条件下全部计划的计划总额 / 已回款 / 待回款),用于列表页统计卡片
var all []models.TenantCrmPayback
_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond).All(&all)
var summaryTotal, summaryReceived float64
for i := range all {
summaryTotal = round2(summaryTotal + all[i].TotalAmount)
summaryReceived = round2(summaryReceived + all[i].ReceivedAmount)
}
pipelineOk(&c.Controller, map[string]interface{}{
"list": items, "total": total, "page": page, "pageSize": pageSize,
"summary": map[string]interface{}{
"total_amount": summaryTotal,
"received_amount": summaryReceived,
"pending_amount": round2(summaryTotal - summaryReceived),
},
})
}
// Detail GET /backend/crm/payback/:id
func (c *BackendCrmPaybackController) Detail() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
if id == 0 {
pipelineErr(&c.Controller, 400, 400, "无效的ID")
return
}
var row models.TenantCrmPayback
if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
Filter("delete_time__isnull", true).One(&row); err != nil {
pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
return
}
pipelineOk(&c.Controller, buildPaybackResp(&row))
}
// Create POST /backend/crm/payback
func (c *BackendCrmPaybackController) Create() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
var p paybackPayload
if err := json.Unmarshal(raw, &p); err != nil {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
if p.ContractID == 0 {
pipelineErr(&c.Controller, 400, 400, "请先选择关联合同")
return
}
tenantID := pipelineTenantID(claims)
itemsJSON, totalAmount, err := normalizePaybackItems(p.Items)
if err != nil {
pipelineErr(&c.Controller, 400, 400, "计划明细格式错误")
return
}
if totalAmount <= 0 {
pipelineErr(&c.Controller, 400, 400, "计划回款总额不能为 0")
return
}
now := time.Now()
row := models.TenantCrmPayback{
TenantID: tenantID,
ContractNo: strings.TrimSpace(p.ContractNo),
ContractName: strings.TrimSpace(p.ContractName),
CustomerName: strings.TrimSpace(p.CustomerName),
PlanType: pickInt8(p.PlanType, 1, 5),
PayMethod: pickInt8(p.PayMethod, 1, 7),
RemindDays: p.RemindDays,
OwnerUserID: firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
OwnerUserName: firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
ContractAmount: round2(p.ContractAmount),
TotalAmount: totalAmount,
Status: pickInt8(p.Status, 1, 2),
Items: itemsJSON,
Remark: p.Remark,
ReceiptURL: strings.TrimSpace(p.ReceiptURL),
ReceiptName: strings.TrimSpace(p.ReceiptName),
CreateUserID: pipelineUID(claims),
CreateTime: now,
UpdateTime: now,
}
c.fillFromContract(tenantID, p.ContractID, &row)
applyPaybackReceived(&row)
if _, err := models.Orm.Insert(&row); err != nil {
pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
return
}
crmWriteLog(tenantID, 4, row.ID, "create", "创建回款计划:"+row.ContractName, claims)
pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
}
// Update PUT /backend/crm/payback/:id
func (c *BackendCrmPaybackController) Update() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
if id == 0 {
pipelineErr(&c.Controller, 400, 400, "无效的ID")
return
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
var p paybackPayload
if err := json.Unmarshal(raw, &p); err != nil {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
tenantID := pipelineTenantID(claims)
var row models.TenantCrmPayback
if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
Filter("id", id).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&row); err != nil {
pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
return
}
if p.ContractID > 0 {
row.ContractID = &p.ContractID
row.ContractNo = strings.TrimSpace(p.ContractNo)
row.ContractName = strings.TrimSpace(p.ContractName)
row.CustomerName = strings.TrimSpace(p.CustomerName)
c.fillFromContract(tenantID, p.ContractID, &row)
}
if p.PlanType != 0 {
row.PlanType = pickInt8(p.PlanType, 1, 5)
}
if p.PayMethod != 0 {
row.PayMethod = pickInt8(p.PayMethod, 1, 7)
}
row.RemindDays = p.RemindDays
if strings.TrimSpace(p.OwnerUserID) != "" {
row.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
}
if strings.TrimSpace(p.OwnerUserName) != "" {
row.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
}
if p.ContractAmount > 0 {
row.ContractAmount = round2(p.ContractAmount)
}
row.Remark = p.Remark
row.ReceiptURL = strings.TrimSpace(p.ReceiptURL)
row.ReceiptName = strings.TrimSpace(p.ReceiptName)
if p.Status != 0 {
row.Status = pickInt8(p.Status, 1, 2)
}
if p.Items != nil {
itemsJSON, _, err := normalizePaybackItems(p.Items)
if err != nil {
pipelineErr(&c.Controller, 400, 400, "计划明细格式错误")
return
}
row.Items = itemsJSON
}
applyPaybackReceived(&row)
row.UpdateTime = time.Now()
if _, err := models.Orm.Update(&row); err != nil {
pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
return
}
crmWriteLog(tenantID, 4, row.ID, "update", "更新回款计划:"+row.ContractName, claims)
pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
}
// Delete DELETE /backend/crm/payback/:id
func (c *BackendCrmPaybackController) Delete() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
if id == 0 {
pipelineErr(&c.Controller, 400, 400, "无效的ID")
return
}
tenantID := pipelineTenantID(claims)
var row models.TenantCrmPayback
if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
Filter("id", id).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&row); err != nil {
pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
return
}
if !canDeleteCrmRecord(claims, row.CreateUserID) {
pipelineErr(&c.Controller, 403, 403, "只有创建人、租户管理员或平台管理员可以删除该回款计划")
return
}
now := time.Now()
_, err = models.Orm.QueryTable(new(models.TenantCrmPayback)).
Filter("id", id).Filter("tenant_id", tenantID).
Update(map[string]interface{}{"delete_time": now, "update_time": now})
if err != nil {
pipelineErr(&c.Controller, 500, 500, "删除失败: "+err.Error())
return
}
pipelineOk(&c.Controller, nil)
}
// ProgressList GET /backend/crm/payback/progress/list
// 回款进度:把全部回款计划的分期明细摊平返回,并汇总计划总额 / 已回款总额。
func (c *BackendCrmPaybackController) ProgressList() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
tenantID := pipelineTenantID(claims)
keyword := strings.TrimSpace(c.GetString("keyword"))
status := strings.TrimSpace(c.GetString("status"))
contractID := strings.TrimSpace(c.GetString("contract_id"))
cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
if keyword != "" {
cond = cond.AndCond(orm.NewCondition().
Or("contract_name__contains", keyword).
Or("customer_name__contains", keyword).
Or("owner_user_name__contains", keyword))
}
if contractID != "" {
if cid, err := strconv.ParseUint(contractID, 10, 64); err == nil && cid > 0 {
cond = cond.And("contract_id", cid)
}
}
var list []models.TenantCrmPayback
_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond).OrderBy("-id").All(&list)
rows := make([]paybackProgress, 0)
var totalPlanned, totalReceived float64
for i := range list {
p := list[i]
for _, it := range parsePaybackItems(p.Items) {
st := it.Status
if st == 0 {
st = itemStatus(it.ReceivedAmount, it.Amount)
}
if status != "" && fmt.Sprintf("%d", st) != status {
continue
}
totalPlanned = round2(totalPlanned + it.Amount)
totalReceived = round2(totalReceived + it.ReceivedAmount)
rows = append(rows, paybackProgress{
PaybackID: p.ID,
ContractID: p.ContractID,
ContractNo: p.ContractNo,
ContractName: p.ContractName,
CustomerName: p.CustomerName,
OwnerUserName: p.OwnerUserName,
PlanType: p.PlanType,
PayMethod: p.PayMethod,
Seq: it.Seq,
Name: it.Name,
Percent: it.Percent,
Amount: it.Amount,
PlanDate: it.PlanDate,
ReceivedAmount: it.ReceivedAmount,
ReceivedDate: it.ReceivedDate,
Status: st,
})
}
}
pipelineOk(&c.Controller, map[string]interface{}{
"list": rows, "total": len(rows),
"total_planned": totalPlanned, "total_received": totalReceived,
})
}
// Receive POST /backend/crm/payback/:id/receive
// 回款进度登记:按明细序号写入实收金额 / 回款日期,并重算计划汇总。
func (c *BackendCrmPaybackController) Receive() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
if id == 0 {
pipelineErr(&c.Controller, 400, 400, "无效的ID")
return
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
var p struct {
Seq int `json:"seq"`
ReceivedAmount float64 `json:"received_amount"`
ReceivedDate string `json:"received_date"`
ReceiptURL string `json:"receipt_url"` // 流水回执地址(选填)
ReceiptName string `json:"receipt_name"` // 流水回执文件名(选填)
}
if err := json.Unmarshal(raw, &p); err != nil {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
tenantID := pipelineTenantID(claims)
var row models.TenantCrmPayback
if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
Filter("id", id).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&row); err != nil {
pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
return
}
items := parsePaybackItems(row.Items)
matched := false
for i := range items {
if items[i].Seq != p.Seq {
continue
}
items[i].ReceivedAmount = round2(p.ReceivedAmount)
items[i].ReceivedDate = strings.TrimSpace(p.ReceivedDate)
items[i].ReceiptURL = strings.TrimSpace(p.ReceiptURL)
items[i].ReceiptName = strings.TrimSpace(p.ReceiptName)
items[i].Status = itemStatus(items[i].ReceivedAmount, items[i].Amount)
matched = true
break
}
if !matched {
pipelineErr(&c.Controller, 404, 404, "计划明细不存在")
return
}
out, err := json.Marshal(items)
if err != nil {
pipelineErr(&c.Controller, 500, 500, "保存失败")
return
}
row.Items = string(out)
applyPaybackReceived(&row)
row.UpdateTime = time.Now()
if _, err := models.Orm.Update(&row); err != nil {
pipelineErr(&c.Controller, 500, 500, "保存失败: "+err.Error())
return
}
crmWriteLog(tenantID, 4, row.ID, "receive", fmt.Sprintf("回款登记:%s 第 %d 期 %s 元", row.ContractName, p.Seq, formatAmount(p.ReceivedAmount)), claims)
pipelineOk(&c.Controller, buildPaybackResp(&row))
}
// ========================== 内部辅助 ==========================
// buildPaybackResp 组装响应:items 透传 JSON 数组。
func buildPaybackResp(row *models.TenantCrmPayback) paybackResp {
items := json.RawMessage("[]")
if strings.TrimSpace(row.Items) != "" {
items = json.RawMessage(row.Items)
}
return paybackResp{TenantCrmPayback: *row, Items: items}
}
// parsePaybackItems 解析明细 JSON(容错:空 / 非法时返回空数组)。
func parsePaybackItems(raw string) []paybackItem {
items := make([]paybackItem, 0)
if strings.TrimSpace(raw) == "" {
return items
}
_ = json.Unmarshal([]byte(raw), &items)
return items
}
// normalizePaybackItems 校验并规范化明细 JSON:补齐序号、金额取两位小数,返回紧凑 JSON 与计划总额。
func normalizePaybackItems(raw json.RawMessage) (string, float64, error) {
if len(raw) == 0 || strings.TrimSpace(string(raw)) == "" || strings.TrimSpace(string(raw)) == "null" {
return "[]", 0, nil
}
var arr []map[string]interface{}
if err := json.Unmarshal(raw, &arr); err != nil {
return "", 0, err
}
items := make([]paybackItem, 0, len(arr))
var total float64
for i, m := range arr {
it := paybackItem{
Seq: i + 1,
Name: strings.TrimSpace(strVal(m["name"])),
Percent: round2(toFloat64(m["percent"])),
Amount: round2(toFloat64(m["amount"])),
PlanDate: strings.TrimSpace(strVal(m["plan_date"])),
ReceivedAmount: round2(toFloat64(m["received_amount"])),
ReceivedDate: strings.TrimSpace(strVal(m["received_date"])),
}
if v, ok := m["receipt_url"]; ok && v != nil {
it.ReceiptURL = strings.TrimSpace(fmt.Sprintf("%v", v))
}
if v, ok := m["receipt_name"]; ok && v != nil {
it.ReceiptName = strings.TrimSpace(fmt.Sprintf("%v", v))
}
if v, ok := m["seq"]; ok {
if s := int(toFloat64(v)); s > 0 {
it.Seq = s
}
}
it.Status = itemStatus(it.ReceivedAmount, it.Amount)
total = round2(total + it.Amount)
items = append(items, it)
}
out, err := json.Marshal(items)
if err != nil {
return "", 0, err
}
return string(out), total, nil
}
// itemStatus 由实收金额推导明细状态:0/空=未回款 1、部分回款 2、已回款 3。
func itemStatus(received, amount float64) int8 {
if amount > 0 && received >= amount {
return 3
}
if received > 0 {
return 2
}
return 1
}
// strVal 安全取字符串:nil / 非字符串时返回空串,避免写出 "<nil>"。
func strVal(v interface{}) string {
if v == nil {
return ""
}
if s, ok := v.(string); ok {
return s
}
return fmt.Sprintf("%v", v)
}
// applyPaybackReceived 按明细重算计划总额、已回款金额与状态。
func applyPaybackReceived(row *models.TenantCrmPayback) {
items := parsePaybackItems(row.Items)
var total, received float64
allDone := len(items) > 0
for i := range items {
if items[i].Status == 0 {
items[i].Status = itemStatus(items[i].ReceivedAmount, items[i].Amount)
}
if items[i].Status != 3 {
allDone = false
}
total = round2(total + items[i].Amount)
received = round2(received + items[i].ReceivedAmount)
}
row.TotalAmount = total
row.ReceivedAmount = received
if out, err := json.Marshal(items); err == nil {
row.Items = string(out)
}
// 状态:1进行中 / 2已完成(全部明细回款完成)
if allDone {
row.Status = 2
} else if row.Status == 0 {
row.Status = 1
}
}
// fillFromContract 由关联合同补齐合同编号 / 名称 / 客户 / 合同金额(仅在字段为空时填充)。
func (c *BackendCrmPaybackController) fillFromContract(tenantID string, contractID uint64, row *models.TenantCrmPayback) {
if contractID == 0 {
return
}
var ct models.TenantCrmContract
if err := models.Orm.QueryTable(new(models.TenantCrmContract)).
Filter("id", contractID).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&ct); err != nil {
return
}
row.ContractID = &ct.ID
if row.ContractNo == "" {
row.ContractNo = ct.ContractNo
}
if row.ContractName == "" {
row.ContractName = ct.ContractName
}
if row.ContractAmount <= 0 {
row.ContractAmount = ct.TotalAmount
}
if row.CustomerName == "" {
var parties []map[string]interface{}
_ = json.Unmarshal([]byte(ct.Parties), &parties)
for _, party := range parties {
if fmt.Sprintf("%v", party["ref_type"]) != "1" {
continue
}
row.CustomerName = strings.TrimSpace(strVal(party["ref_name"]))
if cid := uint64(toFloat64(party["ref_id"])); cid > 0 {
row.CustomerID = &cid
}
break
}
}
}
// formatAmount 金额文案(用于操作日志)。
func formatAmount(n float64) string {
return strconv.FormatFloat(round2(n), 'f', 2, 64)
}