优化线索、商机、项目相关开发

2026-09-11 17:00:23 +08:00
parent 9c07af2b59
commit 840673bda5
55 changed files with 4866 additions and 625 deletions
@@ -3,11 +3,14 @@ package controllers
 import (
 	"encoding/json"
 	"io"
+	"path/filepath"
 	"strconv"
 	"strings"
 	"time"

 	"server/models"
+	"server/pkg/jwtutil"
+	"server/services"

 	"github.com/beego/beego/v2/client/orm"
 	beego "github.com/beego/beego/v2/server/web"
@@ -78,6 +81,7 @@ func (c *BackendCrmProjectController) List() {
 	if total > 0 {
 		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
 	}
+	attachBusinessName(tenantID, list)
 	pipelineOk(&c.Controller, map[string]interface{}{
 		"list": list, "total": total, "page": page, "pageSize": pageSize,
 	})
@@ -103,6 +107,15 @@ func (c *BackendCrmProjectController) Detail() {
 		pipelineErr(&c.Controller, 404, 404, "项目未找到")
 		return
 	}
+	tmp := []models.TenantCrmProject{proj}
+	attachBusinessName(pipelineTenantID(claims), tmp)
+	proj.BusinessName = tmp[0].BusinessName
+	// 存量项目兜底：确保文档库「共享文档 / 项目文档」下已建立同名文件夹（失败静默，不影响详情）
+	if proj.DocCategoryID == 0 {
+		if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, 0); err == nil && cid > 0 {
+			proj.DocCategoryID = cid
+		}
+	}
 	pipelineOk(&c.Controller, proj)
 }

@@ -149,7 +162,7 @@ func (c *BackendCrmProjectController) Create() {
 		CustomerID:    custIDVal,
 		CustomerName:  customerName,
 		OwnerUserID:   firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
-		OwnerUserName: firstNonEmpty(p.OwnerUserName, claims.Username),
+		OwnerUserName: firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
 		Industry:      strings.TrimSpace(p.Industry),
 		Amount:        p.Amount,
 		Status:        status,
@@ -169,8 +182,12 @@ func (c *BackendCrmProjectController) Create() {
 		pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
 		return
 	}
+	// 项目建立后，同步在文档库「共享文档 / 项目文档」下建立同名文件夹（失败不影响项目创建）
+	if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, uint64(id), proj.ProjectName, 0); err == nil {
+		proj.DocCategoryID = cid
+	}
 	crmWriteLog(tenantID, 3, uint64(id), "create", "创建项目："+proj.ProjectName, claims)
-	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id, "doc_category_id": proj.DocCategoryID})
 }

 // Update PUT /backend/crm/project/:id
@@ -242,6 +259,10 @@ func (c *BackendCrmProjectController) Update() {
 		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
 		return
 	}
+	// 项目改名时同步重命名文档库中的项目文件夹（失败静默，不影响项目更新）
+	if proj.DocCategoryID > 0 {
+		_ = services.RenameCrmProjectDocCategory(claims.TenantId, proj.DocCategoryID, proj.ProjectName)
+	}
 	crmWriteLog(tenantID, 3, proj.ID, "update", "更新项目："+proj.ProjectName, claims)
 	pipelineOk(&c.Controller, map[string]interface{}{"id": proj.ID})
 }
@@ -280,3 +301,341 @@ func (c *BackendCrmProjectController) Delete() {
 	}
 	pipelineOk(&c.Controller, nil)
 }
+
+// ========================== 项目文档（OA 文档库绑定） ==========================
+
+// projectDocItem 项目文档条目：文档库文档 + 所在文件夹名称。
+type projectDocItem struct {
+	models.OaDoc
+	FolderName string `json:"folder_name"`
+}
+
+// projectDocContext 解析项目并确保其在文档库「共享文档 / 项目文档」下的同名文件夹存在。
+// 存量项目（doc_category_id=0）在首次访问项目文档时自动补建，保证历史项目也能在文档库中看到。
+// 失败时已写出错误响应，返回 ok=false。
+func (c *BackendCrmProjectController) projectDocContext(claims *jwtutil.Claims) (*models.TenantCrmProject, uint64, bool) {
+	id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
+	if id == 0 {
+		pipelineErr(&c.Controller, 400, 400, "无效的ID")
+		return nil, 0, false
+	}
+	var proj models.TenantCrmProject
+	if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&proj); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "项目未找到")
+		return nil, 0, false
+	}
+	cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, proj.DocCategoryID)
+	if err != nil || cid == 0 {
+		pipelineErr(&c.Controller, 500, 500, "项目文档文件夹准备失败")
+		return nil, 0, false
+	}
+	proj.DocCategoryID = cid
+	return &proj, cid, true
+}
+
+// DocList GET /backend/crm/project/:id/docs
+// 项目文档列表：读取文档库中该项目文件夹（含子文件夹）下的全部文档，与文档库内容实时一致。
+func (c *BackendCrmProjectController) DocList() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	page, _ := c.GetInt("page", 1)
+	pageSize, _ := c.GetInt("pageSize", 20)
+	if page < 1 {
+		page = 1
+	}
+	if pageSize < 1 || pageSize > 200 {
+		pageSize = 20
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	// 可选按文件夹筛选（含其子文件夹）；不属于项目文件夹的参数回落到项目根，避免越权查询
+	filterCategory := cid
+	if v, _ := c.GetUint64("category_id"); v > 0 && services.CrmProjectDocCategoryInScope(actor, cid, v) {
+		filterCategory = v
+	}
+	list, total, err := services.OaDocList(actor, services.OaDocListParams{
+		Actor:      actor,
+		Scope:      models.DocScopeShared,
+		Keyword:    strings.TrimSpace(c.GetString("keyword")),
+		CategoryID: filterCategory,
+		Status:     -1,
+		DocType:    -1,
+		Star:       -1,
+		Page:       page,
+		PageSize:   pageSize,
+	})
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "查询失败: "+err.Error())
+		return
+	}
+	// 附带所在文件夹名称（项目文件夹本身或其中子分类）
+	nameMap := services.CrmProjectDocCategoryNameMap(claims.TenantId)
+	items := make([]projectDocItem, 0, len(list))
+	for _, d := range list {
+		folder := nameMap[d.CategoryID]
+		if folder == "" {
+			folder = proj.ProjectName
+		}
+		items = append(items, projectDocItem{OaDoc: d, FolderName: folder})
+	}
+	// 项目文件夹树（根为项目文件夹），供前端选择/新建子文件夹
+	folders, err := services.CrmProjectDocFolderTree(actor, cid)
+	if err != nil {
+		folders = []*services.ProjectDocFolder{}
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"category_id":   cid,
+		"category_name": proj.ProjectName,
+		"folders":       folders,
+		"list":          items,
+		"total":         total,
+		"page":          page,
+		"pageSize":      pageSize,
+	})
+}
+
+// DocUpload POST /backend/crm/project/:id/doc-upload
+// 上传项目文档：文件先经 POST /backend/uploadfile 上传，再调用本接口把元数据写入文档库项目文件夹，
+// 同时同步登记一条 CRM 附件，保证项目「附件」链路同样可见。
+func (c *BackendCrmProjectController) DocUpload() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		FileID     uint64 `json:"file_id"`
+		FileName   string `json:"file_name"`
+		FileURL    string `json:"file_url"`
+		FileSize   int64  `json:"file_size"`
+		Ext        string `json:"ext"`
+		Title      string `json:"title"`
+		Summary    string `json:"summary"`
+		CategoryID uint64 `json:"category_id"` // 目标文件夹，0=项目根文件夹
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	fileName := strings.TrimSpace(p.FileName)
+	fileURL := strings.TrimSpace(p.FileURL)
+	if fileName == "" || fileURL == "" {
+		pipelineErr(&c.Controller, 400, 400, "文件信息不完整")
+		return
+	}
+	ext := strings.ToLower(strings.TrimPrefix(strings.TrimSpace(p.Ext), "."))
+	if ext == "" {
+		ext = strings.ToLower(strings.TrimPrefix(filepath.Ext(fileName), "."))
+	}
+	var size uint64
+	if p.FileSize > 0 {
+		size = uint64(p.FileSize)
+	}
+	operatorName := resolveUserName(claims)
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	// 目标文件夹：默认项目根文件夹；指定时必须在项目文件夹内
+	targetCategory := cid
+	if p.CategoryID > 0 {
+		if !services.CrmProjectDocCategoryInScope(actor, cid, p.CategoryID) {
+			pipelineErr(&c.Controller, 403, 403, "只能上传到项目自己的文件夹内")
+			return
+		}
+		targetCategory = p.CategoryID
+	}
+	doc, err := services.OaDocCreate(actor, operatorName, services.OaDocSaveParams{
+		SetCategory:   true,
+		CategoryID:    targetCategory,
+		SetVisibility: true,
+		Visibility:    models.DocVisibilityPublic,
+		Title:         strings.TrimSpace(p.Title),
+		FileID:        p.FileID,
+		FileURL:       fileURL,
+		FileName:      fileName,
+		Ext:           ext,
+		Size:          size,
+		Summary:       strings.TrimSpace(p.Summary),
+		Status:        models.DocStatusPublish,
+		OwnerID:       uint64(claims.UserID),
+		OwnerName:     operatorName,
+	})
+	if err != nil {
+		pipelineErr(&c.Controller, 400, 400, "同步文档库失败: "+err.Error())
+		return
+	}
+	// 同步登记 CRM 附件（失败不影响文档库结果）
+	now := time.Now()
+	var fileIDPtr *uint64
+	if doc.FileID > 0 {
+		fid := doc.FileID
+		fileIDPtr = &fid
+	}
+	_, _ = models.Orm.Insert(&models.TenantCrmAttach{
+		TenantID:     pipelineTenantID(claims),
+		RelatedType:  3,
+		RelatedID:    proj.ID,
+		FileID:       fileIDPtr,
+		FileName:     doc.FileName,
+		FileURL:      doc.FileURL,
+		FileSize:     int64(doc.Size),
+		UploaderID:   pipelineUID(claims),
+		UploaderName: operatorName,
+		CreateTime:   now,
+		UpdateTime:   now,
+	})
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "上传项目文档："+doc.Title, claims)
+	pipelineOk(&c.Controller, doc)
+}
+
+// DocDelete POST /backend/crm/project/:id/doc-delete
+// 删除项目文档：同步软删文档库文档与对应的 CRM 附件记录。
+func (c *BackendCrmProjectController) DocDelete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		DocID uint64 `json:"doc_id"`
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil || p.DocID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	doc, err := services.OaDocGet(actor, p.DocID)
+	if err != nil {
+		pipelineErr(&c.Controller, 404, 404, "文档不存在")
+		return
+	}
+	// 仅允许删除本项目文件夹（含子文件夹）内的文档
+	if !services.CrmProjectDocCategoryInScope(actor, cid, doc.CategoryID) {
+		pipelineErr(&c.Controller, 403, 403, "该文档不属于当前项目")
+		return
+	}
+	if _, err := services.OaDocDelete(actor, []uint64{doc.ID}); err != nil {
+		pipelineErr(&c.Controller, 400, 400, err.Error())
+		return
+	}
+	// 同步软删 CRM 附件记录（按文件ID匹配，缺失时按文件名+地址匹配）
+	now := time.Now()
+	q := models.Orm.QueryTable(new(models.TenantCrmAttach)).
+		Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("related_type", 3).
+		Filter("related_id", proj.ID).
+		Filter("delete_time__isnull", true)
+	if doc.FileID > 0 {
+		q = q.Filter("file_id", doc.FileID)
+	} else {
+		q = q.Filter("file_name", doc.FileName).Filter("file_url", doc.FileURL)
+	}
+	_, _ = q.Update(map[string]interface{}{"delete_time": now, "update_time": now})
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "删除项目文档："+doc.Title, claims)
+	pipelineOk(&c.Controller, nil)
+}
+
+// DocFolderCreate POST /backend/crm/project/:id/doc-folder
+// 在项目文件夹下新建子文件夹（对应文档库中的文档分类），用于分类存放项目文档。
+// parent_id 缺省时建在项目根文件夹下；只允许在项目自己的文件夹树内创建。
+func (c *BackendCrmProjectController) DocFolderCreate() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		Name     string `json:"name"`
+		ParentID uint64 `json:"parent_id"`
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	name := strings.TrimSpace(p.Name)
+	if name == "" {
+		pipelineErr(&c.Controller, 400, 400, "请输入文件夹名称")
+		return
+	}
+	parentID := p.ParentID
+	if parentID == 0 {
+		parentID = cid
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	if !services.CrmProjectDocCategoryInScope(actor, cid, parentID) {
+		pipelineErr(&c.Controller, 403, 403, "只能在项目文件夹内创建子文件夹")
+		return
+	}
+	item, err := services.OaDocCategoryCreate(actor, models.DocScopeShared, parentID, name, "项目文档："+proj.ProjectName, 0)
+	if err != nil {
+		pipelineErr(&c.Controller, 400, 400, err.Error())
+		return
+	}
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "新建项目文档文件夹："+item.Name, claims)
+	pipelineOk(&c.Controller, item)
+}
+
+// DocFolderDelete POST /backend/crm/project/:id/doc-folder-delete
+// 删除项目内的子文件夹（需为空：无子文件夹、无文档）；项目根文件夹不可删除。
+func (c *BackendCrmProjectController) DocFolderDelete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		FolderID uint64 `json:"folder_id"`
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil || p.FolderID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if p.FolderID == cid {
+		pipelineErr(&c.Controller, 400, 400, "项目根文件夹不可删除")
+		return
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	if !services.CrmProjectDocCategoryInScope(actor, cid, p.FolderID) {
+		pipelineErr(&c.Controller, 403, 403, "该文件夹不属于当前项目")
+		return
+	}
+	var folder models.OaDocCategory
+	if err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("tid", claims.TenantId).Filter("id", p.FolderID).
+		Filter("is_deleted", 0).One(&folder); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "文件夹不存在")
+		return
+	}
+	if err := services.OaDocCategoryDelete(actor, p.FolderID); err != nil {
+		pipelineErr(&c.Controller, 400, 400, err.Error())
+		return
+	}
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "删除项目文档文件夹："+folder.Name, claims)
+	pipelineOk(&c.Controller, nil)
+}