优化线索、商机、项目相关开发

go/controllers/backend_crm_pipeline_common.go

@@ -7,10 +7,28 @@ import (
 
 	"server/models"
 	"server/pkg/jwtutil"
+	"server/services"
 
 	beego "github.com/beego/beego/v2/server/web"
 )
 
+// resolveUserName 按租户 + 用户ID 解析用户显示名（优先真实姓名，退化到账号，最后退化到登录名）。
+// 注意：JWT 里的 Username 是登录账号，直接存会导致前端"负责人"显示成账号。
+func resolveUserName(claims *jwtutil.Claims) string {
+	if claims == nil {
+		return ""
+	}
+	tid := uint64(claims.TenantId)
+	account, name := services.OperationLogUser(&tid, uint64(claims.UserID))
+	if strings.TrimSpace(name) != "" {
+		return strings.TrimSpace(name)
+	}
+	if strings.TrimSpace(account) != "" {
+		return strings.TrimSpace(account)
+	}
+	return claims.Username
+}
+
 // CRM 业务管线（线索/商机/项目/回访）公共辅助方法。
 // related_type 约定：1=线索 2=商机 3=项目
 
@@ -98,7 +116,7 @@ func crmWriteLog(tenantID string, relatedType int8, relatedID uint64, action, co
 	operatorID, operatorName := "", ""
 	if claims != nil {
 		operatorID = pipelineUID(claims)
-		operatorName = claims.Username
+		operatorName = resolveUserName(claims)
 	}
 	log := models.TenantCrmOperateLog{
 		TenantID:     tenantID,
@@ -245,3 +263,117 @@ func syncContactsToCompany(tenantID string, customerID uint64, contacts []models
 	}
 	return inserted, merged
 }
+
+// relatedRef 关联对象引用（related_type + related_id）
+type relatedRef struct {
+	Type int8
+	ID   uint64
+}
+
+// relatedChain 返回详情页需要展示的关联链路（上游 + 自身），顺序：线索 → 商机 → 项目。
+//   线索 → [线索]
+//   商机 → [线索, 商机]
+//   项目 → [线索, 商机, 项目]
+// 过程数据（联系人 / 跟进记录 / 附件）只存在创建时的对象上、不做搬迁，
+// 由上层按链路累积查询，从而在商机里能看到线索阶段的数据，在项目里能看到全部阶段的数据。
+func relatedChain(tenantID string, relatedType int8, relatedID uint64) []relatedRef {
+	if models.Orm == nil || relatedID == 0 {
+		return []relatedRef{{Type: relatedType, ID: relatedID}}
+	}
+	refs := make([]relatedRef, 0, 3)
+	switch relatedType {
+	case 2: // 商机：来源线索 + 自身
+		var biz models.TenantCrmBusiness
+		if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+			Filter("id", relatedID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&biz); err == nil {
+			if biz.ClueID != nil && *biz.ClueID > 0 {
+				refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
+			}
+		}
+		refs = append(refs, relatedRef{Type: 2, ID: relatedID})
+	case 3: // 项目：来源商机 + 商机的来源线索 + 自身
+		var proj models.TenantCrmProject
+		if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
+			Filter("id", relatedID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&proj); err == nil {
+			if proj.BusinessID != nil && *proj.BusinessID > 0 {
+				var biz models.TenantCrmBusiness
+				if err2 := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+					Filter("id", *proj.BusinessID).Filter("tenant_id", tenantID).
+					Filter("delete_time__isnull", true).One(&biz); err2 == nil {
+					if biz.ClueID != nil && *biz.ClueID > 0 {
+						refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
+					}
+					refs = append(refs, relatedRef{Type: 2, ID: biz.ID})
+				}
+			}
+		}
+		refs = append(refs, relatedRef{Type: 3, ID: relatedID})
+	default: // 线索：仅自身
+		refs = append(refs, relatedRef{Type: relatedType, ID: relatedID})
+	}
+	return refs
+}
+
+// attachBusinessName 批量填充项目的「来源商机名称」（非表字段，仅用于展示）。
+func attachBusinessName(tenantID string, list []models.TenantCrmProject) {
+	ids := make([]uint64, 0, len(list))
+	seen := map[uint64]bool{}
+	for _, p := range list {
+		if p.BusinessID != nil && *p.BusinessID > 0 && !seen[*p.BusinessID] {
+			seen[*p.BusinessID] = true
+			ids = append(ids, *p.BusinessID)
+		}
+	}
+	if len(ids) == 0 {
+		return
+	}
+	var rows []models.TenantCrmBusiness
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+		Filter("tenant_id", tenantID).
+		Filter("id__in", ids).
+		Filter("delete_time__isnull", true).
+		All(&rows)
+	nameMap := make(map[uint64]string, len(rows))
+	for _, r := range rows {
+		nameMap[r.ID] = r.BusinessName
+	}
+	for i := range list {
+		if list[i].BusinessID != nil {
+			list[i].BusinessName = nameMap[*list[i].BusinessID]
+		}
+	}
+}
+
+// attachClueName 批量填充商机的「来源线索名称」（非表字段，仅用于展示）。
+func attachClueName(tenantID string, list []models.TenantCrmBusiness) {
+	ids := make([]uint64, 0, len(list))
+	seen := map[uint64]bool{}
+	for _, b := range list {
+		if b.ClueID != nil && *b.ClueID > 0 && !seen[*b.ClueID] {
+			seen[*b.ClueID] = true
+			ids = append(ids, *b.ClueID)
+		}
+	}
+	if len(ids) == 0 {
+		return
+	}
+	var rows []models.TenantCrmClue
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmClue)).
+		Filter("tenant_id", tenantID).
+		Filter("id__in", ids).
+		Filter("delete_time__isnull", true).
+		All(&rows)
+	nameMap := make(map[uint64]string, len(rows))
+	for _, r := range rows {
+		nameMap[r.ID] = r.ClueName
+	}
+	for i := range list {
+		if list[i].ClueID != nil {
+			list[i].ClueName = nameMap[*list[i].ClueID]
+		}
+	}
+}
+
+