增加商机线索管理修复若干bug

go/controllers/backend_crm_business.go

@@ -0,0 +1,438 @@
+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"
+)
+
+// BackendCrmBusinessController CRM 商机管理
+type BackendCrmBusinessController struct {
+	beego.Controller
+}
+
+type businessPayload struct {
+	BusinessName    string  `json:"business_name"`
+	CustomerID      uint64  `json:"customer_id"`
+	CustomerName    string  `json:"customer_name"`
+	Source          string  `json:"source"`
+	OwnerUserID     string  `json:"owner_user_id"`
+	OwnerUserName   string  `json:"owner_user_name"`
+	Industry        string  `json:"industry"`
+	Stage           string  `json:"stage"`
+	Amount          float64 `json:"amount"`
+	ExpectDealDate  string  `json:"expect_deal_date"`
+	NextContactTime string  `json:"next_contact_time"`
+	Level           string  `json:"level"`
+	ContactPerson   string  `json:"contact_person"`
+	ContactPosition string  `json:"contact_position"`
+	ContactPhone    string  `json:"contact_phone"`
+	ContactWechat   string  `json:"contact_wechat"`
+	ContactQQ       string  `json:"contact_qq"`
+	Address         string  `json:"address"`
+	Remark          string  `json:"remark"`
+}
+
+// List GET /backend/crm/business/list
+func (c *BackendCrmBusinessController) 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"))
+	stage := strings.TrimSpace(c.GetString("stage"))
+	level := strings.TrimSpace(c.GetString("level"))
+	status := strings.TrimSpace(c.GetString("status"))
+	ownerID := strings.TrimSpace(c.GetString("owner_user_id"))
+
+	tenantID := pipelineTenantID(claims)
+	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+	if keyword != "" {
+		kw := orm.NewCondition().
+			Or("business_name__contains", keyword).
+			Or("customer_name__contains", keyword).
+			Or("contact_person__contains", keyword)
+		cond = cond.AndCond(kw)
+	}
+	if stage != "" {
+		cond = cond.And("stage", stage)
+	}
+	if level != "" {
+		cond = cond.And("level", level)
+	}
+	if status != "" {
+		cond = cond.And("status", status)
+	}
+	if ownerID != "" {
+		cond = cond.And("owner_user_id", ownerID)
+	}
+	qs := models.Orm.QueryTable(new(models.TenantCrmBusiness)).SetCond(cond)
+
+	total, _ := qs.Count()
+	var list []models.TenantCrmBusiness
+	if total > 0 {
+		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list": list, "total": total, "page": page, "pageSize": pageSize,
+	})
+}
+
+// Detail GET /backend/crm/business/:id
+func (c *BackendCrmBusinessController) 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 biz models.TenantCrmBusiness
+	err = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&biz)
+	if err != nil {
+		pipelineErr(&c.Controller, 404, 404, "商机未找到")
+		return
+	}
+	pipelineOk(&c.Controller, biz)
+}
+
+// Create POST /backend/crm/business
+func (c *BackendCrmBusinessController) 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 businessPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if strings.TrimSpace(p.BusinessName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "商机名称不能为空")
+		return
+	}
+	if strings.TrimSpace(p.CustomerName) == "" && p.CustomerID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "请选择或填写客户")
+		return
+	}
+
+	tenantID := pipelineTenantID(claims)
+	customerName := strings.TrimSpace(p.CustomerName)
+	var custIDVal *uint64
+	if p.CustomerID > 0 {
+		var cust models.TenantCrmCustomer
+		if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
+			Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&cust); err == nil {
+			cid := cust.ID
+			custIDVal = &cid
+			customerName = cust.CustomerName
+		}
+	}
+	if customerName == "" {
+		pipelineErr(&c.Controller, 400, 400, "客户名称不能为空")
+		return
+	}
+
+	ownerID := firstNonEmpty(p.OwnerUserID, pipelineUID(claims))
+	ownerName := firstNonEmpty(p.OwnerUserName, claims.Username)
+	stage := firstNonEmpty(p.Stage, "1")
+	level := firstNonEmpty(p.Level, "2")
+	now := time.Now()
+
+	biz := models.TenantCrmBusiness{
+		TenantID:        tenantID,
+		BusinessName:    strings.TrimSpace(p.BusinessName),
+		CustomerID:      custIDVal,
+		CustomerName:    customerName,
+		Source:          strings.TrimSpace(p.Source),
+		OwnerUserID:     ownerID,
+		OwnerUserName:   ownerName,
+		Industry:        strings.TrimSpace(p.Industry),
+		Stage:           stage,
+		Amount:          p.Amount,
+		ExpectDealDate:  parsePipelineDate(p.ExpectDealDate),
+		NextContactTime: parsePipelineDateTime(p.NextContactTime),
+		Level:           level,
+		ContactPerson:   strings.TrimSpace(p.ContactPerson),
+		ContactPosition: strings.TrimSpace(p.ContactPosition),
+		ContactPhone:    strings.TrimSpace(p.ContactPhone),
+		ContactWechat:   strings.TrimSpace(p.ContactWechat),
+		ContactQQ:       strings.TrimSpace(p.ContactQQ),
+		Address:         strings.TrimSpace(p.Address),
+		Status:          1,
+		Remark:          p.Remark,
+		CreateUserID:    pipelineUID(claims),
+		CreateTime:      now,
+		UpdateTime:      now,
+	}
+	id, err := models.Orm.Insert(&biz)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, 2, uint64(id), "create", "创建商机："+biz.BusinessName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Update PUT /backend/crm/business/:id
+func (c *BackendCrmBusinessController) 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 businessPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var biz models.TenantCrmBusiness
+	if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&biz); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "商机未找到")
+		return
+	}
+	if biz.Locked == 1 {
+		pipelineErr(&c.Controller, 400, 400, "商机已转为项目并锁定，不能编辑")
+		return
+	}
+	if strings.TrimSpace(p.BusinessName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "商机名称不能为空")
+		return
+	}
+
+	biz.BusinessName = strings.TrimSpace(p.BusinessName)
+	if p.CustomerID > 0 {
+		var cust models.TenantCrmCustomer
+		if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
+			Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&cust); err == nil {
+			cid := cust.ID
+			biz.CustomerID = &cid
+			biz.CustomerName = cust.CustomerName
+		}
+	} else if strings.TrimSpace(p.CustomerName) != "" {
+		biz.CustomerName = strings.TrimSpace(p.CustomerName)
+	}
+	biz.Source = strings.TrimSpace(p.Source)
+	if strings.TrimSpace(p.OwnerUserID) != "" {
+		biz.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
+	}
+	if strings.TrimSpace(p.OwnerUserName) != "" {
+		biz.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
+	}
+	biz.Industry = strings.TrimSpace(p.Industry)
+	if strings.TrimSpace(p.Stage) != "" {
+		biz.Stage = strings.TrimSpace(p.Stage)
+	}
+	biz.Amount = p.Amount
+	biz.ExpectDealDate = parsePipelineDate(p.ExpectDealDate)
+	biz.NextContactTime = parsePipelineDateTime(p.NextContactTime)
+	if strings.TrimSpace(p.Level) != "" {
+		biz.Level = strings.TrimSpace(p.Level)
+	}
+	biz.ContactPerson = strings.TrimSpace(p.ContactPerson)
+	biz.ContactPosition = strings.TrimSpace(p.ContactPosition)
+	biz.ContactPhone = strings.TrimSpace(p.ContactPhone)
+	biz.ContactWechat = strings.TrimSpace(p.ContactWechat)
+	biz.ContactQQ = strings.TrimSpace(p.ContactQQ)
+	biz.Address = strings.TrimSpace(p.Address)
+	biz.Remark = p.Remark
+	biz.UpdateTime = time.Now()
+
+	if _, err := models.Orm.Update(&biz); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, 2, biz.ID, "update", "更新商机："+biz.BusinessName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": biz.ID})
+}
+
+// Delete DELETE /backend/crm/business/:id
+func (c *BackendCrmBusinessController) 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 biz models.TenantCrmBusiness
+	if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&biz); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "商机未找到")
+		return
+	}
+	if !canDeleteCrmRecord(claims, biz.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商机")
+		return
+	}
+	now := time.Now()
+	_, err = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+		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)
+}
+
+// Convert POST /backend/crm/business/:id/convert  商机转项目
+func (c *BackendCrmBusinessController) Convert() {
+	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 p struct {
+		ProjectName string  `json:"project_name"`
+		ProjectNo   string  `json:"project_no"`
+		Amount      float64 `json:"amount"`
+		StartDate   string  `json:"start_date"`
+		EndDate     string  `json:"end_date"`
+		Remark      string  `json:"remark"`
+	}
+	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
+	}
+
+	tenantID := pipelineTenantID(claims)
+	var biz models.TenantCrmBusiness
+	if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&biz); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "商机未找到")
+		return
+	}
+	if biz.Locked == 1 || biz.Status == 2 {
+		pipelineErr(&c.Controller, 400, 400, "商机已转化，不能重复转化")
+		return
+	}
+
+	projectName := strings.TrimSpace(p.ProjectName)
+	if projectName == "" {
+		projectName = biz.BusinessName
+	}
+	amount := p.Amount
+	if amount == 0 {
+		amount = biz.Amount
+	}
+	now := time.Now()
+	bizIDVal := biz.ID
+	proj := models.TenantCrmProject{
+		TenantID:      tenantID,
+		ProjectName:   projectName,
+		ProjectNo:     strings.TrimSpace(p.ProjectNo),
+		BusinessID:    &bizIDVal,
+		CustomerID:    biz.CustomerID,
+		CustomerName:  biz.CustomerName,
+		OwnerUserID:   biz.OwnerUserID,
+		OwnerUserName: biz.OwnerUserName,
+		Industry:      biz.Industry,
+		Amount:        amount,
+		Status:        1,
+		StartDate:     parsePipelineDate(p.StartDate),
+		EndDate:       parsePipelineDate(p.EndDate),
+		ContactPerson: biz.ContactPerson,
+		ContactPosition: biz.ContactPosition,
+		ContactPhone:  biz.ContactPhone,
+		Address:       biz.Address,
+		Remark:        p.Remark,
+		CreateUserID:  pipelineUID(claims),
+		CreateTime:    now,
+		UpdateTime:    now,
+	}
+	projID, err := models.Orm.Insert(&proj)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "创建项目失败: "+err.Error())
+		return
+	}
+
+	// 锁定商机
+	biz.Status = 2
+	biz.Locked = 1
+	pid := uint64(projID)
+	biz.ProjectID = &pid
+	biz.ConvertTime = &now
+	biz.UpdateTime = now
+	_, _ = models.Orm.Update(&biz, "status", "locked", "project_id", "convert_time", "update_time")
+
+	crmWriteLog(tenantID, 2, biz.ID, "convert", "商机转化为项目："+projectName, claims)
+	crmWriteLog(tenantID, 3, uint64(projID), "create", "由商机「"+biz.BusinessName+"」转化生成", claims)
+
+	// 生成项目时，把「商机 + 来源线索」过程库中的联系人去重同步到正式公司联系人库
+	if biz.CustomerID != nil && *biz.CustomerID > 0 {
+		var contacts []models.TenantCrmEntityContact
+		var bizContacts []models.TenantCrmEntityContact
+		_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).
+			Filter("tenant_id", tenantID).
+			Filter("related_type", int8(2)).
+			Filter("related_id", biz.ID).
+			Filter("delete_time__isnull", true).
+			All(&bizContacts)
+		contacts = append(contacts, bizContacts...)
+		if biz.ClueID != nil && *biz.ClueID > 0 {
+			var clueContacts []models.TenantCrmEntityContact
+			_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).
+				Filter("tenant_id", tenantID).
+				Filter("related_type", int8(1)).
+				Filter("related_id", *biz.ClueID).
+				Filter("delete_time__isnull", true).
+				All(&clueContacts)
+			contacts = append(contacts, clueContacts...)
+		}
+		insertedN, mergedN := syncContactsToCompany(tenantID, *biz.CustomerID, contacts)
+		if insertedN+mergedN > 0 {
+			crmWriteLog(tenantID, 3, uint64(projID), "sync-contacts",
+				fmt.Sprintf("同步联系人到正式库：新增 %d，合并 %d", insertedN, mergedN), claims)
+		}
+	}
+
+	pipelineOk(&c.Controller, map[string]interface{}{"project_id": projID})
+}

go/controllers/backend_crm_clue.go

@@ -0,0 +1,476 @@
+package controllers
+
+import (
+	"encoding/json"
+	"io"
+	"strconv"
+	"strings"
+	"time"
+
+	"server/models"
+
+	"github.com/beego/beego/v2/client/orm"
+	beego "github.com/beego/beego/v2/server/web"
+)
+
+// BackendCrmClueController CRM 线索管理
+type BackendCrmClueController struct {
+	beego.Controller
+}
+
+// cluePayload 线索新增/编辑请求体
+type cluePayload struct {
+	ClueName        string `json:"clue_name"`
+	CustomerName    string `json:"customer_name"`
+	Source          string `json:"source"`
+	OwnerUserID     string `json:"owner_user_id"`
+	OwnerUserName   string `json:"owner_user_name"`
+	Industry        string `json:"industry"`
+	NextContactTime string `json:"next_contact_time"`
+	ClueLevel       string `json:"clue_level"`
+	ContactPerson   string `json:"contact_person"`
+	ContactPosition string `json:"contact_position"`
+	ContactPhone    string `json:"contact_phone"`
+	ContactWechat   string `json:"contact_wechat"`
+	ContactQQ       string `json:"contact_qq"`
+	Address         string `json:"address"`
+	Remark          string `json:"remark"`
+}
+
+// List GET /backend/crm/clue/list
+func (c *BackendCrmClueController) 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"))
+	source := strings.TrimSpace(c.GetString("source"))
+	level := strings.TrimSpace(c.GetString("clue_level"))
+	status := strings.TrimSpace(c.GetString("status"))
+	ownerID := strings.TrimSpace(c.GetString("owner_user_id"))
+
+	tenantID := pipelineTenantID(claims)
+	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+	if keyword != "" {
+		kw := orm.NewCondition().
+			Or("clue_name__contains", keyword).
+			Or("customer_name__contains", keyword).
+			Or("contact_person__contains", keyword).
+			Or("contact_phone__contains", keyword)
+		cond = cond.AndCond(kw)
+	}
+	if source != "" {
+		cond = cond.And("source", source)
+	}
+	if level != "" {
+		cond = cond.And("clue_level", level)
+	}
+	if status != "" {
+		cond = cond.And("status", status)
+	}
+	if ownerID != "" {
+		cond = cond.And("owner_user_id", ownerID)
+	}
+	qs := models.Orm.QueryTable(new(models.TenantCrmClue)).SetCond(cond)
+
+	total, _ := qs.Count()
+	var list []models.TenantCrmClue
+	if total > 0 {
+		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list": list, "total": total, "page": page, "pageSize": pageSize,
+	})
+}
+
+// Detail GET /backend/crm/clue/:id
+func (c *BackendCrmClueController) 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 clue models.TenantCrmClue
+	err = models.Orm.QueryTable(new(models.TenantCrmClue)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&clue)
+	if err != nil {
+		pipelineErr(&c.Controller, 404, 404, "线索未找到")
+		return
+	}
+	pipelineOk(&c.Controller, clue)
+}
+
+// Create POST /backend/crm/clue
+func (c *BackendCrmClueController) 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 cluePayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if strings.TrimSpace(p.ClueName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "线索名称不能为空")
+		return
+	}
+	if strings.TrimSpace(p.CustomerName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "客户名称不能为空")
+		return
+	}
+
+	now := time.Now()
+	ownerID := strings.TrimSpace(p.OwnerUserID)
+	ownerName := strings.TrimSpace(p.OwnerUserName)
+	if ownerID == "" {
+		ownerID = pipelineUID(claims)
+	}
+	if ownerName == "" {
+		ownerName = claims.Username
+	}
+	level := strings.TrimSpace(p.ClueLevel)
+	if level == "" {
+		level = "2"
+	}
+
+	clue := models.TenantCrmClue{
+		TenantID:        pipelineTenantID(claims),
+		ClueName:        strings.TrimSpace(p.ClueName),
+		CustomerName:    strings.TrimSpace(p.CustomerName),
+		Source:          strings.TrimSpace(p.Source),
+		OwnerUserID:     ownerID,
+		OwnerUserName:   ownerName,
+		Industry:        strings.TrimSpace(p.Industry),
+		NextContactTime: parsePipelineDateTime(p.NextContactTime),
+		ClueLevel:       level,
+		ContactPerson:   strings.TrimSpace(p.ContactPerson),
+		ContactPosition: strings.TrimSpace(p.ContactPosition),
+		ContactPhone:    strings.TrimSpace(p.ContactPhone),
+		ContactWechat:   strings.TrimSpace(p.ContactWechat),
+		ContactQQ:       strings.TrimSpace(p.ContactQQ),
+		Address:         strings.TrimSpace(p.Address),
+		Status:          1,
+		Locked:          0,
+		Remark:          p.Remark,
+		CreateUserID:    pipelineUID(claims),
+		CreateTime:      now,
+		UpdateTime:      now,
+	}
+	id, err := models.Orm.Insert(&clue)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
+		return
+	}
+	crmWriteLog(clue.TenantID, 1, uint64(id), "create", "创建线索："+clue.ClueName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Update PUT /backend/crm/clue/:id
+func (c *BackendCrmClueController) 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 cluePayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+
+	var clue models.TenantCrmClue
+	err = models.Orm.QueryTable(new(models.TenantCrmClue)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&clue)
+	if err != nil {
+		pipelineErr(&c.Controller, 404, 404, "线索未找到")
+		return
+	}
+	if clue.Locked == 1 {
+		pipelineErr(&c.Controller, 400, 400, "线索已转化并锁定，不能编辑")
+		return
+	}
+	if strings.TrimSpace(p.ClueName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "线索名称不能为空")
+		return
+	}
+
+	clue.ClueName = strings.TrimSpace(p.ClueName)
+	clue.CustomerName = strings.TrimSpace(p.CustomerName)
+	clue.Source = strings.TrimSpace(p.Source)
+	if strings.TrimSpace(p.OwnerUserID) != "" {
+		clue.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
+	}
+	if strings.TrimSpace(p.OwnerUserName) != "" {
+		clue.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
+	}
+	clue.Industry = strings.TrimSpace(p.Industry)
+	clue.NextContactTime = parsePipelineDateTime(p.NextContactTime)
+	if strings.TrimSpace(p.ClueLevel) != "" {
+		clue.ClueLevel = strings.TrimSpace(p.ClueLevel)
+	}
+	clue.ContactPerson = strings.TrimSpace(p.ContactPerson)
+	clue.ContactPosition = strings.TrimSpace(p.ContactPosition)
+	clue.ContactPhone = strings.TrimSpace(p.ContactPhone)
+	clue.ContactWechat = strings.TrimSpace(p.ContactWechat)
+	clue.ContactQQ = strings.TrimSpace(p.ContactQQ)
+	clue.Address = strings.TrimSpace(p.Address)
+	clue.Remark = p.Remark
+	clue.UpdateTime = time.Now()
+
+	if _, err := models.Orm.Update(&clue); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
+		return
+	}
+	crmWriteLog(clue.TenantID, 1, clue.ID, "update", "更新线索："+clue.ClueName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": clue.ID})
+}
+
+// Delete DELETE /backend/crm/clue/:id
+func (c *BackendCrmClueController) 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
+	}
+	var clue models.TenantCrmClue
+	err = models.Orm.QueryTable(new(models.TenantCrmClue)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&clue)
+	if err != nil {
+		pipelineErr(&c.Controller, 404, 404, "线索未找到")
+		return
+	}
+	if !canDeleteCrmRecord(claims, clue.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线索")
+		return
+	}
+	now := time.Now()
+	_, err = models.Orm.QueryTable(new(models.TenantCrmClue)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		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)
+}
+
+// Convert POST /backend/crm/clue/:id/convert
+// 线索转商机：把线索的客户名称落地为正式客户（或关联已有客户），再创建商机并锁定线索。
+func (c *BackendCrmClueController) Convert() {
+	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 p struct {
+		BusinessName    string `json:"business_name"`
+		Stage           string `json:"stage"`
+		Amount          float64 `json:"amount"`
+		ExpectDealDate  string `json:"expect_deal_date"`
+		NextContactTime string `json:"next_contact_time"`
+		Level           string `json:"level"`
+		Remark          string `json:"remark"`
+		CustomerMode    string `json:"customer_mode"` // create=新建客户(默认) / existing=关联已有客户
+		CustomerID      uint64 `json:"customer_id"`
+		Customer        struct {
+			CustomerName  string `json:"customer_name"`
+			CustomerType  string `json:"customer_type"`
+			Industry      string `json:"industry"`
+			ContactPerson string `json:"contact_person"`
+			ContactPhone  string `json:"contact_phone"`
+			ContactEmail  string `json:"contact_email"`
+			Address       string `json:"address"`
+			Remark        string `json:"remark"`
+		} `json:"customer"`
+	}
+	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
+	}
+
+	tenantID := pipelineTenantID(claims)
+	var clue models.TenantCrmClue
+	if err := models.Orm.QueryTable(new(models.TenantCrmClue)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&clue); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "线索未找到")
+		return
+	}
+	if clue.Locked == 1 || clue.Status == 2 {
+		pipelineErr(&c.Controller, 400, 400, "线索已转化，不能重复转化")
+		return
+	}
+
+	// 1. 处理客户：新建正式客户 或 关联已有客户
+	customerName := strings.TrimSpace(p.Customer.CustomerName)
+	if customerName == "" {
+		customerName = clue.CustomerName
+	}
+	var customerID uint64
+	if strings.TrimSpace(p.CustomerMode) == "existing" && p.CustomerID > 0 {
+		var cust models.TenantCrmCustomer
+		if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
+			Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&cust); err != nil {
+			pipelineErr(&c.Controller, 404, 404, "关联的客户未找到")
+			return
+		}
+		customerID = cust.ID
+		customerName = cust.CustomerName
+	} else {
+		if customerName == "" {
+			pipelineErr(&c.Controller, 400, 400, "客户名称不能为空")
+			return
+		}
+		now := time.Now()
+		custType := strings.TrimSpace(p.Customer.CustomerType)
+		if custType == "" {
+			custType = "1"
+		}
+		cust := models.TenantCrmCustomer{
+			TenantID:      tenantID,
+			CustomerName:  customerName,
+			CustomerType:  custType,
+			ContactPerson: firstNonEmpty(p.Customer.ContactPerson, clue.ContactPerson),
+			ContactPhone:  firstNonEmpty(p.Customer.ContactPhone, clue.ContactPhone),
+			ContactEmail:  strings.TrimSpace(p.Customer.ContactEmail),
+			CustomerLevel: "3",
+			Industry:      firstNonEmpty(p.Customer.Industry, clue.Industry),
+			Address:       firstNonEmpty(p.Customer.Address, clue.Address),
+			Status:        "1",
+			IsDraft:       0,
+			Remark:        strings.TrimSpace(p.Customer.Remark),
+			OwnerUserID:   clue.OwnerUserID,
+			OwnerUserName: clue.OwnerUserName,
+			CreateUserID:  pipelineUID(claims),
+			CreateTime:    now,
+			UpdateTime:    now,
+		}
+		newID, err := models.Orm.Insert(&cust)
+		if err != nil {
+			pipelineErr(&c.Controller, 500, 500, "生成正式客户失败: "+err.Error())
+			return
+		}
+		customerID = uint64(newID)
+		crmWriteLog(tenantID, 1, clue.ID, "convert-customer", "线索转化生成正式客户："+customerName, claims)
+	}
+
+	// 2. 创建商机
+	businessName := strings.TrimSpace(p.BusinessName)
+	if businessName == "" {
+		businessName = clue.ClueName
+	}
+	level := strings.TrimSpace(p.Level)
+	if level == "" {
+		level = clue.ClueLevel
+	}
+	stage := strings.TrimSpace(p.Stage)
+	if stage == "" {
+		stage = "1"
+	}
+	nextContact := parsePipelineDateTime(p.NextContactTime)
+	if nextContact == nil {
+		nextContact = clue.NextContactTime
+	}
+	now := time.Now()
+	clueIDVal := clue.ID
+	custIDVal := customerID
+	biz := models.TenantCrmBusiness{
+		TenantID:        tenantID,
+		BusinessName:    businessName,
+		ClueID:          &clueIDVal,
+		CustomerID:      &custIDVal,
+		CustomerName:    customerName,
+		Source:          clue.Source,
+		OwnerUserID:     clue.OwnerUserID,
+		OwnerUserName:   clue.OwnerUserName,
+		Industry:        clue.Industry,
+		Stage:           stage,
+		Amount:          p.Amount,
+		ExpectDealDate:  parsePipelineDate(p.ExpectDealDate),
+		NextContactTime: nextContact,
+		Level:           level,
+		ContactPerson:   clue.ContactPerson,
+		ContactPosition: clue.ContactPosition,
+		ContactPhone:    clue.ContactPhone,
+		ContactWechat:   clue.ContactWechat,
+		ContactQQ:       clue.ContactQQ,
+		Address:         clue.Address,
+		Status:          1,
+		Locked:          0,
+		Remark:          p.Remark,
+		CreateUserID:    pipelineUID(claims),
+		CreateTime:      now,
+		UpdateTime:      now,
+	}
+	bizID, err := models.Orm.Insert(&biz)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "创建商机失败: "+err.Error())
+		return
+	}
+
+	// 3. 锁定线索
+	clue.Status = 2
+	clue.Locked = 1
+	bid := uint64(bizID)
+	clue.BusinessID = &bid
+	clue.ConvertTime = &now
+	clue.UpdateTime = now
+	_, _ = models.Orm.Update(&clue, "status", "locked", "business_id", "convert_time", "update_time")
+
+	crmWriteLog(tenantID, 1, clue.ID, "convert", "线索转化为商机："+businessName, claims)
+	crmWriteLog(tenantID, 2, uint64(bizID), "create", "由线索「"+clue.ClueName+"」转化生成", claims)
+
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"business_id": bizID, "customer_id": customerID,
+	})
+}
+
+// firstNonEmpty 返回第一个非空字符串。
+func firstNonEmpty(vals ...string) string {
+	for _, v := range vals {
+		if strings.TrimSpace(v) != "" {
+			return strings.TrimSpace(v)
+		}
+	}
+	return ""
+}

go/controllers/backend_crm_pipeline_common.go

@@ -0,0 +1,247 @@
+package controllers
+
+import (
+	"fmt"
+	"strings"
+	"time"
+
+	"server/models"
+	"server/pkg/jwtutil"
+
+	beego "github.com/beego/beego/v2/server/web"
+)
+
+// 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
+
+// pipelineClaims 解析租户端后台 JWT。
+func pipelineClaims(c *beego.Controller) (*jwtutil.Claims, error) {
+	auth := c.Ctx.Request.Header.Get("Authorization")
+	if auth == "" {
+		return nil, fmt.Errorf("未登录")
+	}
+	parts := strings.SplitN(auth, " ", 2)
+	if len(parts) != 2 || parts[0] != "Bearer" {
+		return nil, fmt.Errorf("认证信息格式错误")
+	}
+	claims, err := jwtutil.ParseToken(parts[1])
+	if err != nil {
+		return nil, fmt.Errorf("无效的token")
+	}
+	if claims.UserType != "backend" && claims.UserType != "platform" {
+		return nil, fmt.Errorf("无权访问")
+	}
+	return claims, nil
+}
+
+// pipelineOk 统一成功响应。
+func pipelineOk(c *beego.Controller, data interface{}) {
+	c.Data["json"] = map[string]interface{}{"code": 200, "msg": "success", "data": data}
+	_ = c.ServeJSON()
+}
+
+// pipelineErr 统一错误响应。
+func pipelineErr(c *beego.Controller, httpStatus, bizCode int, msg string) {
+	c.Ctx.Output.SetStatus(httpStatus)
+	c.Data["json"] = map[string]interface{}{"code": bizCode, "msg": msg}
+	_ = c.ServeJSON()
+}
+
+// pipelineTenantID 返回当前租户ID字符串。
+func pipelineTenantID(claims *jwtutil.Claims) string {
+	return fmt.Sprintf("%d", claims.TenantId)
+}
+
+// pipelineUID 返回当前用户ID字符串。
+func pipelineUID(claims *jwtutil.Claims) string {
+	return fmt.Sprintf("%d", claims.UserID)
+}
+
+// parsePipelineDateTime 解析时间：支持 "2006-01-02 15:04:05"、"2006-01-02T15:04:05"、"2006-01-02"。
+func parsePipelineDateTime(s string) *time.Time {
+	s = strings.TrimSpace(s)
+	if s == "" {
+		return nil
+	}
+	layouts := []string{
+		"2006-01-02 15:04:05",
+		"2006-01-02T15:04:05",
+		"2006-01-02T15:04",
+		"2006-01-02 15:04",
+		"2006-01-02",
+	}
+	for _, layout := range layouts {
+		if t, err := time.ParseInLocation(layout, s, time.Local); err == nil {
+			return &t
+		}
+	}
+	return nil
+}
+
+// parsePipelineDate 解析日期（仅取年月日，返回当天零点）。
+func parsePipelineDate(s string) *time.Time {
+	s = strings.TrimSpace(s)
+	if s == "" {
+		return nil
+	}
+	if t, err := time.ParseInLocation("2006-01-02", s, time.Local); err == nil {
+		return &t
+	}
+	return parsePipelineDateTime(s)
+}
+
+// crmWriteLog 写入 CRM 操作日志（失败静默忽略，不影响主流程）。
+func crmWriteLog(tenantID string, relatedType int8, relatedID uint64, action, content string, claims *jwtutil.Claims) {
+	if models.Orm == nil || relatedID == 0 {
+		return
+	}
+	operatorID, operatorName := "", ""
+	if claims != nil {
+		operatorID = pipelineUID(claims)
+		operatorName = claims.Username
+	}
+	log := models.TenantCrmOperateLog{
+		TenantID:     tenantID,
+		RelatedType:  relatedType,
+		RelatedID:    relatedID,
+		Action:       action,
+		Content:      content,
+		OperatorID:   operatorID,
+		OperatorName: operatorName,
+		CreateTime:   time.Now(),
+	}
+	_, _ = models.Orm.Insert(&log)
+}
+
+// relatedTypeText 关联类型文案。
+func relatedTypeText(t int8) string {
+	switch t {
+	case 1:
+		return "线索"
+	case 2:
+		return "商机"
+	case 3:
+		return "项目"
+	default:
+		return "未知"
+	}
+}
+
+// mobileInMobiles 判断手机号是否已存在于 mobiles（JSON 数组或普通字符串）中。
+func mobileInMobiles(mobile, mobiles string) bool {
+	mobile = strings.TrimSpace(mobile)
+	if mobile == "" || strings.TrimSpace(mobiles) == "" {
+		return false
+	}
+	if firstMobile(mobiles) == mobile {
+		return true
+	}
+	return strings.Contains(mobiles, mobile)
+}
+
+// mergeCompanyContact 合并过程库联系人到正式库联系人：仅补齐正式库空缺字段，不覆盖已有数据。
+func mergeCompanyContact(dst *models.ErpCompanyContact, src models.TenantCrmEntityContact) {
+	changed := false
+	if dst.Wechat == "" && strings.TrimSpace(src.Wechat) != "" {
+		dst.Wechat = strings.TrimSpace(src.Wechat)
+		changed = true
+	}
+	if dst.QQ == "" && strings.TrimSpace(src.QQ) != "" {
+		dst.QQ = strings.TrimSpace(src.QQ)
+		changed = true
+	}
+	if dst.Email == "" && strings.TrimSpace(src.Email) != "" {
+		dst.Email = strings.TrimSpace(src.Email)
+		changed = true
+	}
+	if dst.Position == "" && strings.TrimSpace(src.Position) != "" {
+		dst.Position = strings.TrimSpace(src.Position)
+		changed = true
+	}
+	if strings.TrimSpace(dst.Mobiles) == "" && strings.TrimSpace(src.Mobile) != "" {
+		dst.Mobiles = buildMobiles(src.Mobile)
+		changed = true
+	}
+	if dst.Remark == "" && strings.TrimSpace(src.Remark) != "" {
+		dst.Remark = strings.TrimSpace(src.Remark)
+		changed = true
+	}
+	if src.IsPrimary == 1 && dst.IsPrimary != 1 {
+		dst.IsPrimary = 1
+		changed = true
+	}
+	if changed {
+		dst.UpdateTime = time.Now()
+		_, _ = models.Orm.Update(dst)
+	}
+}
+
+// syncContactsToCompany 把线索/商机过程库（yz_tenant_crm_entity_contact）的联系人
+// 去重同步到正式公司联系人库（yz_backend_contact_company，company_type=customer）。
+// 去重键：company_type + company_id + name + mobile；命中则补齐字段，否则新增。
+// 返回 (新增数, 合并数)。
+func syncContactsToCompany(tenantID string, customerID uint64, contacts []models.TenantCrmEntityContact) (int, int) {
+	if models.Orm == nil || customerID == 0 || len(contacts) == 0 {
+		return 0, 0
+	}
+	inserted, merged := 0, 0
+	seen := map[string]bool{}
+	for _, src := range contacts {
+		name := strings.TrimSpace(src.ContactName)
+		if name == "" {
+			continue
+		}
+		mobile := strings.TrimSpace(src.Mobile)
+		// 本次待同步集合内去重（同名同手机只处理一次）
+		key := name + "|" + mobile
+		if seen[key] {
+			continue
+		}
+		seen[key] = true
+
+		var existingList []models.ErpCompanyContact
+		_, _ = models.Orm.QueryTable(new(models.ErpCompanyContact)).
+			Filter("tenant_id", tenantID).
+			Filter("company_type", "customer").
+			Filter("company_id", customerID).
+			Filter("name", name).
+			Filter("delete_time__isnull", true).
+			All(&existingList)
+
+		matched := false
+		for i := range existingList {
+			// 有手机号时必须手机号匹配；无手机号时按同名视为同一人
+			if mobile == "" || mobileInMobiles(mobile, existingList[i].Mobiles) {
+				mergeCompanyContact(&existingList[i], src)
+				merged++
+				matched = true
+				break
+			}
+		}
+		if matched {
+			continue
+		}
+
+		row := models.ErpCompanyContact{
+			TenantID:    tenantID,
+			CompanyType: "customer",
+			CompanyID:   customerID,
+			Name:        name,
+			Phone:       "",
+			Mobiles:     buildMobiles(mobile),
+			Wechat:      strings.TrimSpace(src.Wechat),
+			QQ:          strings.TrimSpace(src.QQ),
+			Email:       strings.TrimSpace(src.Email),
+			Position:    strings.TrimSpace(src.Position),
+			IsPrimary:   src.IsPrimary,
+			Status:      1,
+			Remark:      strings.TrimSpace(src.Remark),
+			CreateTime:  time.Now(),
+			UpdateTime:  time.Now(),
+		}
+		if _, err := models.Orm.Insert(&row); err == nil {
+			inserted++
+		}
+	}
+	return inserted, merged
+}

go/controllers/backend_crm_project.go

@@ -0,0 +1,282 @@
+package controllers
+
+import (
+	"encoding/json"
+	"io"
+	"strconv"
+	"strings"
+	"time"
+
+	"server/models"
+
+	"github.com/beego/beego/v2/client/orm"
+	beego "github.com/beego/beego/v2/server/web"
+)
+
+// BackendCrmProjectController CRM 项目管理
+type BackendCrmProjectController struct {
+	beego.Controller
+}
+
+type projectPayload struct {
+	ProjectName   string  `json:"project_name"`
+	ProjectNo     string  `json:"project_no"`
+	CustomerID    uint64  `json:"customer_id"`
+	CustomerName  string  `json:"customer_name"`
+	OwnerUserID   string  `json:"owner_user_id"`
+	OwnerUserName string  `json:"owner_user_name"`
+	Industry      string  `json:"industry"`
+	Amount        float64 `json:"amount"`
+	Status        int8    `json:"status"`
+	StartDate     string  `json:"start_date"`
+	EndDate       string  `json:"end_date"`
+	ContactPerson string  `json:"contact_person"`
+	ContactPosition string `json:"contact_position"`
+	ContactPhone  string  `json:"contact_phone"`
+	Address       string  `json:"address"`
+	Remark        string  `json:"remark"`
+}
+
+// List GET /backend/crm/project/list
+func (c *BackendCrmProjectController) 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"))
+	status := strings.TrimSpace(c.GetString("status"))
+	ownerID := strings.TrimSpace(c.GetString("owner_user_id"))
+
+	tenantID := pipelineTenantID(claims)
+	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+	if keyword != "" {
+		kw := orm.NewCondition().
+			Or("project_name__contains", keyword).
+			Or("project_no__contains", keyword).
+			Or("customer_name__contains", keyword)
+		cond = cond.AndCond(kw)
+	}
+	if status != "" {
+		cond = cond.And("status", status)
+	}
+	if ownerID != "" {
+		cond = cond.And("owner_user_id", ownerID)
+	}
+	qs := models.Orm.QueryTable(new(models.TenantCrmProject)).SetCond(cond)
+
+	total, _ := qs.Count()
+	var list []models.TenantCrmProject
+	if total > 0 {
+		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list": list, "total": total, "page": page, "pageSize": pageSize,
+	})
+}
+
+// Detail GET /backend/crm/project/:id
+func (c *BackendCrmProjectController) 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 proj models.TenantCrmProject
+	err = models.Orm.QueryTable(new(models.TenantCrmProject)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&proj)
+	if err != nil {
+		pipelineErr(&c.Controller, 404, 404, "项目未找到")
+		return
+	}
+	pipelineOk(&c.Controller, proj)
+}
+
+// Create POST /backend/crm/project
+func (c *BackendCrmProjectController) 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 projectPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if strings.TrimSpace(p.ProjectName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "项目名称不能为空")
+		return
+	}
+
+	tenantID := pipelineTenantID(claims)
+	var custIDVal *uint64
+	customerName := strings.TrimSpace(p.CustomerName)
+	if p.CustomerID > 0 {
+		var cust models.TenantCrmCustomer
+		if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
+			Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&cust); err == nil {
+			cid := cust.ID
+			custIDVal = &cid
+			customerName = cust.CustomerName
+		}
+	}
+	status := p.Status
+	if status == 0 {
+		status = 1
+	}
+	now := time.Now()
+	proj := models.TenantCrmProject{
+		TenantID:      tenantID,
+		ProjectName:   strings.TrimSpace(p.ProjectName),
+		ProjectNo:     strings.TrimSpace(p.ProjectNo),
+		CustomerID:    custIDVal,
+		CustomerName:  customerName,
+		OwnerUserID:   firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
+		OwnerUserName: firstNonEmpty(p.OwnerUserName, claims.Username),
+		Industry:      strings.TrimSpace(p.Industry),
+		Amount:        p.Amount,
+		Status:        status,
+		StartDate:     parsePipelineDate(p.StartDate),
+		EndDate:       parsePipelineDate(p.EndDate),
+		ContactPerson: strings.TrimSpace(p.ContactPerson),
+		ContactPosition: strings.TrimSpace(p.ContactPosition),
+		ContactPhone:  strings.TrimSpace(p.ContactPhone),
+		Address:       strings.TrimSpace(p.Address),
+		Remark:        p.Remark,
+		CreateUserID:  pipelineUID(claims),
+		CreateTime:    now,
+		UpdateTime:    now,
+	}
+	id, err := models.Orm.Insert(&proj)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, 3, uint64(id), "create", "创建项目："+proj.ProjectName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Update PUT /backend/crm/project/:id
+func (c *BackendCrmProjectController) 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 projectPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var proj models.TenantCrmProject
+	if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&proj); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "项目未找到")
+		return
+	}
+	if strings.TrimSpace(p.ProjectName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "项目名称不能为空")
+		return
+	}
+
+	proj.ProjectName = strings.TrimSpace(p.ProjectName)
+	proj.ProjectNo = strings.TrimSpace(p.ProjectNo)
+	if p.CustomerID > 0 {
+		var cust models.TenantCrmCustomer
+		if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
+			Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&cust); err == nil {
+			cid := cust.ID
+			proj.CustomerID = &cid
+			proj.CustomerName = cust.CustomerName
+		}
+	} else if strings.TrimSpace(p.CustomerName) != "" {
+		proj.CustomerName = strings.TrimSpace(p.CustomerName)
+	}
+	if strings.TrimSpace(p.OwnerUserID) != "" {
+		proj.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
+	}
+	if strings.TrimSpace(p.OwnerUserName) != "" {
+		proj.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
+	}
+	proj.Industry = strings.TrimSpace(p.Industry)
+	proj.Amount = p.Amount
+	if p.Status != 0 {
+		proj.Status = p.Status
+	}
+	proj.StartDate = parsePipelineDate(p.StartDate)
+	proj.EndDate = parsePipelineDate(p.EndDate)
+	proj.ContactPerson = strings.TrimSpace(p.ContactPerson)
+	proj.ContactPosition = strings.TrimSpace(p.ContactPosition)
+	proj.ContactPhone = strings.TrimSpace(p.ContactPhone)
+	proj.Address = strings.TrimSpace(p.Address)
+	proj.Remark = p.Remark
+	proj.UpdateTime = time.Now()
+
+	if _, err := models.Orm.Update(&proj); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, 3, proj.ID, "update", "更新项目："+proj.ProjectName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": proj.ID})
+}
+
+// Delete DELETE /backend/crm/project/:id
+func (c *BackendCrmProjectController) 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 proj models.TenantCrmProject
+	if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&proj); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "项目未找到")
+		return
+	}
+	if !canDeleteCrmRecord(claims, proj.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项目")
+		return
+	}
+	now := time.Now()
+	_, err = models.Orm.QueryTable(new(models.TenantCrmProject)).
+		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)
+}

go/controllers/backend_crm_support.go

@@ -0,0 +1,540 @@
+package controllers
+
+import (
+	"encoding/json"
+	"io"
+	"strings"
+	"time"
+
+	"server/models"
+
+	"github.com/beego/beego/v2/client/orm"
+	beego "github.com/beego/beego/v2/server/web"
+)
+
+// ============================== 回访 / 跟进记录 ==============================
+
+// BackendCrmFollowController 回访记录（贯穿线索/商机/项目）
+type BackendCrmFollowController struct {
+	beego.Controller
+}
+
+// List GET /backend/crm/follow/list
+func (c *BackendCrmFollowController) 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
+	}
+	tenantID := pipelineTenantID(claims)
+	relatedType := strings.TrimSpace(c.GetString("related_type"))
+	relatedID := strings.TrimSpace(c.GetString("related_id"))
+	followType := strings.TrimSpace(c.GetString("follow_type"))
+	keyword := strings.TrimSpace(c.GetString("keyword"))
+
+	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+	if relatedType != "" {
+		cond = cond.And("related_type", relatedType)
+	}
+	if relatedID != "" && relatedID != "0" {
+		cond = cond.And("related_id", relatedID)
+	}
+	if followType != "" {
+		cond = cond.And("follow_type", followType)
+	}
+	if keyword != "" {
+		kw := orm.NewCondition().
+			Or("related_name__contains", keyword).
+			Or("content__contains", keyword)
+		cond = cond.AndCond(kw)
+	}
+	qs := models.Orm.QueryTable(new(models.TenantCrmFollow)).SetCond(cond)
+	total, _ := qs.Count()
+	var list []models.TenantCrmFollow
+	if total > 0 {
+		_, _ = qs.OrderBy("-follow_time", "-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list": list, "total": total, "page": page, "pageSize": pageSize,
+	})
+}
+
+type followPayload struct {
+	ID              uint64 `json:"id"`
+	RelatedType     int8   `json:"related_type"`
+	RelatedID       uint64 `json:"related_id"`
+	RelatedName     string `json:"related_name"`
+	FollowType      string `json:"follow_type"`
+	FollowTime      string `json:"follow_time"`
+	Content         string `json:"content"`
+	NextContactTime string `json:"next_contact_time"`
+}
+
+// Add POST /backend/crm/follow/add
+func (c *BackendCrmFollowController) Add() {
+	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 followPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if p.RelatedID == 0 || (p.RelatedType != 1 && p.RelatedType != 2 && p.RelatedType != 3) {
+		pipelineErr(&c.Controller, 400, 400, "请指定关联对象")
+		return
+	}
+	if strings.TrimSpace(p.Content) == "" {
+		pipelineErr(&c.Controller, 400, 400, "回访内容不能为空")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	followTime := parsePipelineDateTime(p.FollowTime)
+	if followTime == nil {
+		t := time.Now()
+		followTime = &t
+	}
+	nextContact := parsePipelineDateTime(p.NextContactTime)
+	row := models.TenantCrmFollow{
+		TenantID:        tenantID,
+		RelatedType:     p.RelatedType,
+		RelatedID:       p.RelatedID,
+		RelatedName:     strings.TrimSpace(p.RelatedName),
+		FollowType:      firstNonEmpty(p.FollowType, "1"),
+		FollowTime:      followTime,
+		Content:         p.Content,
+		NextContactTime: nextContact,
+		OwnerUserID:     pipelineUID(claims),
+		OwnerUserName:   claims.Username,
+		CreateTime:      time.Now(),
+		UpdateTime:      time.Now(),
+	}
+	id, err := models.Orm.Insert(&row)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "新增失败: "+err.Error())
+		return
+	}
+	// 同步更新关联对象的下次联系时间
+	if nextContact != nil {
+		syncNextContact(tenantID, p.RelatedType, p.RelatedID, nextContact)
+	}
+	crmWriteLog(tenantID, p.RelatedType, p.RelatedID, "follow", "新增回访记录："+strings.TrimSpace(p.RelatedName), claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Edit POST /backend/crm/follow/edit
+func (c *BackendCrmFollowController) Edit() {
+	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 followPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if p.ID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "缺少ID")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var row models.TenantCrmFollow
+	if err := models.Orm.QueryTable(new(models.TenantCrmFollow)).
+		Filter("id", p.ID).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "回访记录未找到")
+		return
+	}
+	row.FollowType = firstNonEmpty(p.FollowType, row.FollowType)
+	if t := parsePipelineDateTime(p.FollowTime); t != nil {
+		row.FollowTime = t
+	}
+	row.Content = p.Content
+	row.NextContactTime = parsePipelineDateTime(p.NextContactTime)
+	row.UpdateTime = time.Now()
+	if _, err := models.Orm.Update(&row); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
+		return
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
+}
+
+// Delete POST /backend/crm/follow/delete
+func (c *BackendCrmFollowController) Delete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	var p struct {
+		ID uint64 `json:"id"`
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil || p.ID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	now := time.Now()
+	num, err := models.Orm.QueryTable(new(models.TenantCrmFollow)).
+		Filter("id", p.ID).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).
+		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
+	}
+	if num == 0 {
+		pipelineErr(&c.Controller, 404, 404, "回访记录未找到")
+		return
+	}
+	pipelineOk(&c.Controller, nil)
+}
+
+// syncNextContact 回访后同步更新线索/商机的下次联系时间。
+func syncNextContact(tenantID string, relatedType int8, relatedID uint64, next *time.Time) {
+	if models.Orm == nil || next == nil {
+		return
+	}
+	now := time.Now()
+	switch relatedType {
+	case 1:
+		_, _ = models.Orm.QueryTable(new(models.TenantCrmClue)).
+			Filter("id", relatedID).Filter("tenant_id", tenantID).
+			Update(map[string]interface{}{"next_contact_time": next, "update_time": now})
+	case 2:
+		_, _ = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+			Filter("id", relatedID).Filter("tenant_id", tenantID).
+			Update(map[string]interface{}{"next_contact_time": next, "update_time": now})
+	}
+}
+
+// ================================= 附件 =================================
+
+// BackendCrmAttachController 附件（线索/商机/项目）
+type BackendCrmAttachController struct {
+	beego.Controller
+}
+
+// List GET /backend/crm/attach/list
+func (c *BackendCrmAttachController) List() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	relatedType := strings.TrimSpace(c.GetString("related_type"))
+	relatedID := strings.TrimSpace(c.GetString("related_id"))
+	cond := orm.NewCondition().
+		And("tenant_id", pipelineTenantID(claims)).
+		And("delete_time__isnull", true)
+	if relatedType != "" {
+		cond = cond.And("related_type", relatedType)
+	}
+	if relatedID != "" {
+		cond = cond.And("related_id", relatedID)
+	}
+	var list []models.TenantCrmAttach
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(cond).OrderBy("-id").All(&list)
+	pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
+}
+
+// Add POST /backend/crm/attach/add
+func (c *BackendCrmAttachController) Add() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	var p struct {
+		RelatedType int8   `json:"related_type"`
+		RelatedID   uint64 `json:"related_id"`
+		FileID      uint64 `json:"file_id"`
+		FileName    string `json:"file_name"`
+		FileURL     string `json:"file_url"`
+		FileSize    int64  `json:"file_size"`
+	}
+	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
+	}
+	if p.RelatedID == 0 || strings.TrimSpace(p.FileURL) == "" {
+		pipelineErr(&c.Controller, 400, 400, "附件信息不完整")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var fileIDPtr *uint64
+	if p.FileID > 0 {
+		fid := p.FileID
+		fileIDPtr = &fid
+	}
+	row := models.TenantCrmAttach{
+		TenantID:     tenantID,
+		RelatedType:  p.RelatedType,
+		RelatedID:    p.RelatedID,
+		FileID:       fileIDPtr,
+		FileName:     strings.TrimSpace(p.FileName),
+		FileURL:      strings.TrimSpace(p.FileURL),
+		FileSize:     p.FileSize,
+		UploaderID:   pipelineUID(claims),
+		UploaderName: claims.Username,
+		CreateTime:   time.Now(),
+		UpdateTime:   time.Now(),
+	}
+	id, err := models.Orm.Insert(&row)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "新增失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, p.RelatedType, p.RelatedID, "attach", "新增附件："+row.FileName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Delete POST /backend/crm/attach/delete
+func (c *BackendCrmAttachController) Delete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	var p struct {
+		ID uint64 `json:"id"`
+	}
+	raw := c.Ctx.Input.RequestBody
+	if err := json.Unmarshal(raw, &p); err != nil || p.ID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	now := time.Now()
+	num, err := models.Orm.QueryTable(new(models.TenantCrmAttach)).
+		Filter("id", p.ID).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).
+		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
+	}
+	if num == 0 {
+		pipelineErr(&c.Controller, 404, 404, "附件未找到")
+		return
+	}
+	pipelineOk(&c.Controller, nil)
+}
+
+// ========================== 联系人（线索/商机/项目） ==========================
+
+// BackendCrmEntityContactController 实体联系人
+type BackendCrmEntityContactController struct {
+	beego.Controller
+}
+
+// List GET /backend/crm/entity/contact/list
+func (c *BackendCrmEntityContactController) List() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	relatedType := strings.TrimSpace(c.GetString("related_type"))
+	relatedID := strings.TrimSpace(c.GetString("related_id"))
+	cond := orm.NewCondition().
+		And("tenant_id", pipelineTenantID(claims)).
+		And("delete_time__isnull", true)
+	if relatedType != "" {
+		cond = cond.And("related_type", relatedType)
+	}
+	if relatedID != "" {
+		cond = cond.And("related_id", relatedID)
+	}
+	var list []models.TenantCrmEntityContact
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).SetCond(cond).
+		OrderBy("-is_primary", "-id").All(&list)
+	pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
+}
+
+type entityContactPayload struct {
+	ID          uint64 `json:"id"`
+	RelatedType int8   `json:"related_type"`
+	RelatedID   uint64 `json:"related_id"`
+	ContactName string `json:"contact_name"`
+	Position    string `json:"position"`
+	Mobile      string `json:"mobile"`
+	Wechat      string `json:"wechat"`
+	QQ          string `json:"qq"`
+	Email       string `json:"email"`
+	IsPrimary   int8   `json:"is_primary"`
+	Remark      string `json:"remark"`
+}
+
+// Add POST /backend/crm/entity/contact/add
+func (c *BackendCrmEntityContactController) Add() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	raw := c.Ctx.Input.RequestBody
+	var p entityContactPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if strings.TrimSpace(p.ContactName) == "" || p.RelatedID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "联系人姓名和关联对象不能为空")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	row := models.TenantCrmEntityContact{
+		TenantID:    tenantID,
+		RelatedType: p.RelatedType,
+		RelatedID:   p.RelatedID,
+		ContactName: strings.TrimSpace(p.ContactName),
+		Position:    strings.TrimSpace(p.Position),
+		Mobile:      strings.TrimSpace(p.Mobile),
+		Wechat:      strings.TrimSpace(p.Wechat),
+		QQ:          strings.TrimSpace(p.QQ),
+		Email:       strings.TrimSpace(p.Email),
+		IsPrimary:   p.IsPrimary,
+		Remark:      strings.TrimSpace(p.Remark),
+		CreateTime:  time.Now(),
+		UpdateTime:  time.Now(),
+	}
+	id, err := models.Orm.Insert(&row)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "新增失败: "+err.Error())
+		return
+	}
+	if p.IsPrimary == 1 {
+		clearOtherEntityPrimary(tenantID, p.RelatedType, p.RelatedID, uint64(id))
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Edit POST /backend/crm/entity/contact/edit
+func (c *BackendCrmEntityContactController) Edit() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	raw := c.Ctx.Input.RequestBody
+	var p entityContactPayload
+	if err := json.Unmarshal(raw, &p); err != nil || p.ID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var row models.TenantCrmEntityContact
+	if err := models.Orm.QueryTable(new(models.TenantCrmEntityContact)).
+		Filter("id", p.ID).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "联系人未找到")
+		return
+	}
+	if strings.TrimSpace(p.ContactName) == "" {
+		pipelineErr(&c.Controller, 400, 400, "联系人姓名不能为空")
+		return
+	}
+	row.ContactName = strings.TrimSpace(p.ContactName)
+	row.Position = strings.TrimSpace(p.Position)
+	row.Mobile = strings.TrimSpace(p.Mobile)
+	row.Wechat = strings.TrimSpace(p.Wechat)
+	row.QQ = strings.TrimSpace(p.QQ)
+	row.Email = strings.TrimSpace(p.Email)
+	row.IsPrimary = p.IsPrimary
+	row.Remark = strings.TrimSpace(p.Remark)
+	row.UpdateTime = time.Now()
+	if _, err := models.Orm.Update(&row); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
+		return
+	}
+	if p.IsPrimary == 1 {
+		clearOtherEntityPrimary(tenantID, row.RelatedType, row.RelatedID, row.ID)
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
+}
+
+// Delete POST /backend/crm/entity/contact/delete
+func (c *BackendCrmEntityContactController) Delete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	var p struct {
+		ID uint64 `json:"id"`
+	}
+	raw := c.Ctx.Input.RequestBody
+	if err := json.Unmarshal(raw, &p); err != nil || p.ID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	now := time.Now()
+	num, err := models.Orm.QueryTable(new(models.TenantCrmEntityContact)).
+		Filter("id", p.ID).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).
+		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
+	}
+	if num == 0 {
+		pipelineErr(&c.Controller, 404, 404, "联系人未找到")
+		return
+	}
+	pipelineOk(&c.Controller, nil)
+}
+
+func clearOtherEntityPrimary(tenantID string, relatedType int8, relatedID, excludeID uint64) {
+	if models.Orm == nil {
+		return
+	}
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).
+		Filter("tenant_id", tenantID).
+		Filter("related_type", relatedType).
+		Filter("related_id", relatedID).
+		Filter("delete_time__isnull", true).
+		Exclude("id", excludeID).
+		Update(map[string]interface{}{"is_primary": 0})
+}
+
+// ============================== 操作日志 ==============================
+
+// BackendCrmOperateLogController 操作日志
+type BackendCrmOperateLogController struct {
+	beego.Controller
+}
+
+// List GET /backend/crm/oplog/list
+func (c *BackendCrmOperateLogController) List() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	relatedType := strings.TrimSpace(c.GetString("related_type"))
+	relatedID := strings.TrimSpace(c.GetString("related_id"))
+	cond := orm.NewCondition().And("tenant_id", pipelineTenantID(claims))
+	if relatedType != "" {
+		cond = cond.And("related_type", relatedType)
+	}
+	if relatedID != "" {
+		cond = cond.And("related_id", relatedID)
+	}
+	var list []models.TenantCrmOperateLog
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmOperateLog)).SetCond(cond).OrderBy("-id").All(&list)
+	pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
+}

go/models/erp_company_contact.go

@@ -2,7 +2,8 @@ package models
 
 import "time"
 
-// ErpCompanyContact 客户/供应商联系人表
+// ErpCompanyContact 正式客户/供应商联系人通用表: yz_backend_contact_company
+// 全模块共用的「公司联系人」正式库（客户/供应商对接人）。
 type ErpCompanyContact struct {
 	ID           uint64     `orm:"column(id);pk;auto" json:"id"`
 	TenantID     string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
@@ -28,5 +29,5 @@ type ErpCompanyContact struct {
 }
 
 func (m *ErpCompanyContact) TableName() string {
-	return "yz_backend_erp_company_contact"
+	return "yz_backend_contact_company"
 }

go/models/init.go

@@ -74,6 +74,13 @@ func Init(_ string) {
 		new(BackendUserNotifyConfig),
 		new(TenantCrmCustomer),
 		new(TenantCrmSupplier),
+		new(TenantCrmClue),
+		new(TenantCrmBusiness),
+		new(TenantCrmProject),
+		new(TenantCrmFollow),
+		new(TenantCrmAttach),
+		new(TenantCrmEntityContact),
+		new(TenantCrmOperateLog),
 		new(ErpAccountSet),
 		new(ErpNormalSetting),
 		new(ErpCompanyContact),

go/models/tenant_crm_attach.go

@@ -0,0 +1,25 @@
+package models
+
+import "time"
+
+// TenantCrmAttach 附件表: yz_tenant_crm_attach
+// related_type: 1线索 / 2商机 / 3项目
+type TenantCrmAttach struct {
+	ID           uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID     string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	RelatedType  int8       `orm:"column(related_type)" json:"related_type"`
+	RelatedID    uint64     `orm:"column(related_id)" json:"related_id"`
+	FileID       *uint64    `orm:"column(file_id);null" json:"file_id"`
+	FileName     string     `orm:"column(file_name);size(255)" json:"file_name"`
+	FileURL      string     `orm:"column(file_url);size(500)" json:"file_url"`
+	FileSize     int64      `orm:"column(file_size);default(0)" json:"file_size"`
+	UploaderID   string     `orm:"column(uploader_id);size(64)" json:"uploader_id"`
+	UploaderName string     `orm:"column(uploader_name);size(128)" json:"uploader_name"`
+	CreateTime   time.Time  `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+	UpdateTime   time.Time  `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
+	DeleteTime   *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
+}
+
+func (m *TenantCrmAttach) TableName() string {
+	return "yz_tenant_crm_attach"
+}

go/models/tenant_crm_business.go

@@ -0,0 +1,41 @@
+package models
+
+import "time"
+
+// TenantCrmBusiness 商机表: yz_tenant_crm_business
+type TenantCrmBusiness struct {
+	ID              uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID        string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	BusinessName    string     `orm:"column(business_name);size(100)" json:"business_name"` // 商机名称
+	ClueID          *uint64    `orm:"column(clue_id);null" json:"clue_id"`                  // 来源线索ID
+	CustomerID      *uint64    `orm:"column(customer_id);null" json:"customer_id"`          // 正式客户ID
+	CustomerName    string     `orm:"column(customer_name);size(100)" json:"customer_name"`
+	Source          string     `orm:"column(source);size(50)" json:"source"`
+	OwnerUserID     string     `orm:"column(owner_user_id);size(64)" json:"owner_user_id"`
+	OwnerUserName   string     `orm:"column(owner_user_name);size(128)" json:"owner_user_name"`
+	Industry        string     `orm:"column(industry);size(50)" json:"industry"`
+	Stage           string     `orm:"column(stage);size(20);default(1)" json:"stage"`   // 商机阶段
+	Amount          float64    `orm:"column(amount);digits(14);decimals(2);default(0)" json:"amount"`
+	ExpectDealDate  *time.Time `orm:"column(expect_deal_date);type(date);null" json:"expect_deal_date"`
+	NextContactTime *time.Time `orm:"column(next_contact_time);type(datetime);null" json:"next_contact_time"`
+	Level           string     `orm:"column(level);size(20);default(2)" json:"level"`
+	ContactPerson   string     `orm:"column(contact_person);size(50)" json:"contact_person"`
+	ContactPosition string     `orm:"column(contact_position);size(50)" json:"contact_position"` // 对接人职位
+	ContactPhone    string     `orm:"column(contact_phone);size(20)" json:"contact_phone"`
+	ContactWechat   string     `orm:"column(contact_wechat);size(64)" json:"contact_wechat"`
+	ContactQQ       string     `orm:"column(contact_qq);size(20)" json:"contact_qq"`
+	Address         string     `orm:"column(address);size(255)" json:"address"`
+	Status          int8       `orm:"column(status);default(1)" json:"status"`     // 1跟进中/2已转化项目/3已关闭
+	Locked          int8       `orm:"column(locked);default(0)" json:"locked"`     // 转化项目后锁定
+	ProjectID       *uint64    `orm:"column(project_id);null" json:"project_id"`   // 转化后的项目ID
+	ConvertTime     *time.Time `orm:"column(convert_time);type(datetime);null" json:"convert_time"`
+	Remark          string     `orm:"column(remark);type(text);null" json:"remark"`
+	CreateUserID    string     `orm:"column(create_user_id);size(64)" json:"create_user_id"`
+	CreateTime      time.Time  `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+	UpdateTime      time.Time  `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
+	DeleteTime      *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
+}
+
+func (m *TenantCrmBusiness) TableName() string {
+	return "yz_tenant_crm_business"
+}

go/models/tenant_crm_clue.go

@@ -0,0 +1,37 @@
+package models
+
+import "time"
+
+// TenantCrmClue 线索表: yz_tenant_crm_clue
+// 线索阶段的「客户名称」不关联客户管理，转化商机时才落地为正式客户。
+type TenantCrmClue struct {
+	ID              uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID        string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	ClueName        string     `orm:"column(clue_name);size(100)" json:"clue_name"`           // 线索名称
+	CustomerName    string     `orm:"column(customer_name);size(100)" json:"customer_name"`   // 客户名称（暂不关联客户管理）
+	Source          string     `orm:"column(source);size(50)" json:"source"`                  // 客户来源
+	OwnerUserID     string     `orm:"column(owner_user_id);size(64)" json:"owner_user_id"`    // 负责人
+	OwnerUserName   string     `orm:"column(owner_user_name);size(128)" json:"owner_user_name"`
+	Industry        string     `orm:"column(industry);size(50)" json:"industry"`              // 客户行业
+	NextContactTime *time.Time `orm:"column(next_contact_time);type(datetime);null" json:"next_contact_time"` // 下次联系时间
+	ClueLevel       string     `orm:"column(clue_level);size(20);default(2)" json:"clue_level"`               // 客户级别：1重点/2普通/3非优先
+	ContactPerson   string     `orm:"column(contact_person);size(50)" json:"contact_person"`  // 客户对接人
+	ContactPosition string     `orm:"column(contact_position);size(50)" json:"contact_position"` // 对接人职位
+	ContactPhone    string     `orm:"column(contact_phone);size(20)" json:"contact_phone"`    // 对接人手机
+	ContactWechat   string     `orm:"column(contact_wechat);size(64)" json:"contact_wechat"`  // 对接人微信
+	ContactQQ       string     `orm:"column(contact_qq);size(20)" json:"contact_qq"`          // 对接人QQ
+	Address         string     `orm:"column(address);size(255)" json:"address"`               // 公司地址
+	Status          int8       `orm:"column(status);default(1)" json:"status"`                // 1跟进中/2已转化/3已关闭
+	Locked          int8       `orm:"column(locked);default(0)" json:"locked"`                // 0否/1是（转化后锁定不可编辑）
+	BusinessID      *uint64    `orm:"column(business_id);null" json:"business_id"`            // 转化后的商机ID
+	ConvertTime     *time.Time `orm:"column(convert_time);type(datetime);null" json:"convert_time"` // 转化时间
+	Remark          string     `orm:"column(remark);type(text);null" json:"remark"`
+	CreateUserID    string     `orm:"column(create_user_id);size(64)" json:"create_user_id"`
+	CreateTime      time.Time  `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+	UpdateTime      time.Time  `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
+	DeleteTime      *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
+}
+
+func (m *TenantCrmClue) TableName() string {
+	return "yz_tenant_crm_clue"
+}

go/models/tenant_crm_entity_contact.go

@@ -0,0 +1,27 @@
+package models
+
+import "time"
+
+// TenantCrmEntityContact 联系人表: yz_tenant_crm_entity_contact
+// related_type: 1线索 / 2商机 / 3项目
+type TenantCrmEntityContact struct {
+	ID          uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID    string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	RelatedType int8       `orm:"column(related_type)" json:"related_type"`
+	RelatedID   uint64     `orm:"column(related_id)" json:"related_id"`
+	ContactName string     `orm:"column(contact_name);size(50)" json:"contact_name"`
+	Position    string     `orm:"column(position);size(50)" json:"position"`
+	Mobile      string     `orm:"column(mobile);size(20)" json:"mobile"`
+	Wechat      string     `orm:"column(wechat);size(64)" json:"wechat"`
+	QQ          string     `orm:"column(qq);size(20)" json:"qq"`
+	Email       string     `orm:"column(email);size(100)" json:"email"`
+	IsPrimary   int8       `orm:"column(is_primary);default(0)" json:"is_primary"`
+	Remark      string     `orm:"column(remark);size(500)" json:"remark"`
+	CreateTime  time.Time  `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+	UpdateTime  time.Time  `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
+	DeleteTime  *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
+}
+
+func (m *TenantCrmEntityContact) TableName() string {
+	return "yz_tenant_crm_entity_contact"
+}

go/models/tenant_crm_follow.go

@@ -0,0 +1,26 @@
+package models
+
+import "time"
+
+// TenantCrmFollow 回访/跟进记录表: yz_tenant_crm_follow
+// related_type: 1线索 / 2商机 / 3项目
+type TenantCrmFollow struct {
+	ID              uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID        string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	RelatedType     int8       `orm:"column(related_type)" json:"related_type"`
+	RelatedID       uint64     `orm:"column(related_id)" json:"related_id"`
+	RelatedName     string     `orm:"column(related_name);size(100)" json:"related_name"`
+	FollowType      string     `orm:"column(follow_type);size(20);default(1)" json:"follow_type"` // 回访方式
+	FollowTime      *time.Time `orm:"column(follow_time);type(datetime);null" json:"follow_time"`
+	Content         string     `orm:"column(content);type(text);null" json:"content"`
+	NextContactTime *time.Time `orm:"column(next_contact_time);type(datetime);null" json:"next_contact_time"`
+	OwnerUserID     string     `orm:"column(owner_user_id);size(64)" json:"owner_user_id"`
+	OwnerUserName   string     `orm:"column(owner_user_name);size(128)" json:"owner_user_name"`
+	CreateTime      time.Time  `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+	UpdateTime      time.Time  `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
+	DeleteTime      *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
+}
+
+func (m *TenantCrmFollow) TableName() string {
+	return "yz_tenant_crm_follow"
+}

go/models/tenant_crm_operate_log.go

@@ -0,0 +1,21 @@
+package models
+
+import "time"
+
+// TenantCrmOperateLog 操作日志表: yz_tenant_crm_operate_log
+// related_type: 1线索 / 2商机 / 3项目
+type TenantCrmOperateLog struct {
+	ID           uint64    `orm:"column(id);pk;auto" json:"id"`
+	TenantID     string    `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	RelatedType  int8      `orm:"column(related_type)" json:"related_type"`
+	RelatedID    uint64    `orm:"column(related_id)" json:"related_id"`
+	Action       string    `orm:"column(action);size(50)" json:"action"`
+	Content      string    `orm:"column(content);size(500)" json:"content"`
+	OperatorID   string    `orm:"column(operator_id);size(64)" json:"operator_id"`
+	OperatorName string    `orm:"column(operator_name);size(128)" json:"operator_name"`
+	CreateTime   time.Time `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+}
+
+func (m *TenantCrmOperateLog) TableName() string {
+	return "yz_tenant_crm_operate_log"
+}

go/models/tenant_crm_project.go

@@ -0,0 +1,34 @@
+package models
+
+import "time"
+
+// TenantCrmProject 项目表: yz_tenant_crm_project
+type TenantCrmProject struct {
+	ID            uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID      string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	ProjectName   string     `orm:"column(project_name);size(100)" json:"project_name"` // 项目名称
+	ProjectNo     string     `orm:"column(project_no);size(50)" json:"project_no"`      // 项目编号
+	BusinessID    *uint64    `orm:"column(business_id);null" json:"business_id"`        // 来源商机ID
+	CustomerID    *uint64    `orm:"column(customer_id);null" json:"customer_id"`
+	CustomerName  string     `orm:"column(customer_name);size(100)" json:"customer_name"`
+	OwnerUserID   string     `orm:"column(owner_user_id);size(64)" json:"owner_user_id"`
+	OwnerUserName string     `orm:"column(owner_user_name);size(128)" json:"owner_user_name"`
+	Industry      string     `orm:"column(industry);size(50)" json:"industry"`
+	Amount        float64    `orm:"column(amount);digits(14);decimals(2);default(0)" json:"amount"`
+	Status        int8       `orm:"column(status);default(1)" json:"status"` // 1未开始/2进行中/3已完成/4已暂停
+	StartDate     *time.Time `orm:"column(start_date);type(date);null" json:"start_date"`
+	EndDate       *time.Time `orm:"column(end_date);type(date);null" json:"end_date"`
+	ContactPerson string     `orm:"column(contact_person);size(50)" json:"contact_person"`
+	ContactPosition string   `orm:"column(contact_position);size(50)" json:"contact_position"` // 对接人职位
+	ContactPhone  string     `orm:"column(contact_phone);size(20)" json:"contact_phone"`
+	Address       string     `orm:"column(address);size(255)" json:"address"`
+	Remark        string     `orm:"column(remark);type(text);null" json:"remark"`
+	CreateUserID  string     `orm:"column(create_user_id);size(64)" json:"create_user_id"`
+	CreateTime    time.Time  `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+	UpdateTime    time.Time  `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
+	DeleteTime    *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
+}
+
+func (m *TenantCrmProject) TableName() string {
+	return "yz_tenant_crm_project"
+}

go/routers/backend/backend.go

@@ -384,6 +384,43 @@ func registerOrganizationRoutes(module string) {
 	beego.Router("/backend/crm/pool/claim", &controllers.BackendCrmPoolController{}, "post:Claim")
 	beego.Router("/backend/crm/pool/assign", &controllers.BackendCrmPoolController{}, "post:Assign")
 
+	// CRM线索管理（线索 -> 商机转化）
+	beego.Router("/backend/crm/clue/list", &controllers.BackendCrmClueController{}, "get:List")
+	beego.Router("/backend/crm/clue", &controllers.BackendCrmClueController{}, "post:Create")
+	beego.Router("/backend/crm/clue/:id", &controllers.BackendCrmClueController{}, "get:Detail;put:Update;delete:Delete")
+	beego.Router("/backend/crm/clue/:id/convert", &controllers.BackendCrmClueController{}, "post:Convert")
+
+	// CRM商机管理（商机 -> 项目转化）
+	beego.Router("/backend/crm/business/list", &controllers.BackendCrmBusinessController{}, "get:List")
+	beego.Router("/backend/crm/business", &controllers.BackendCrmBusinessController{}, "post:Create")
+	beego.Router("/backend/crm/business/:id", &controllers.BackendCrmBusinessController{}, "get:Detail;put:Update;delete:Delete")
+	beego.Router("/backend/crm/business/:id/convert", &controllers.BackendCrmBusinessController{}, "post:Convert")
+
+	// CRM项目管理
+	beego.Router("/backend/crm/project/list", &controllers.BackendCrmProjectController{}, "get:List")
+	beego.Router("/backend/crm/project", &controllers.BackendCrmProjectController{}, "post:Create")
+	beego.Router("/backend/crm/project/:id", &controllers.BackendCrmProjectController{}, "get:Detail;put:Update;delete:Delete")
+
+	// CRM回访记录（贯穿线索/商机/项目）
+	beego.Router("/backend/crm/follow/list", &controllers.BackendCrmFollowController{}, "get:List")
+	beego.Router("/backend/crm/follow/add", &controllers.BackendCrmFollowController{}, "post:Add")
+	beego.Router("/backend/crm/follow/edit", &controllers.BackendCrmFollowController{}, "post:Edit")
+	beego.Router("/backend/crm/follow/delete", &controllers.BackendCrmFollowController{}, "post:Delete")
+
+	// CRM附件（线索/商机/项目资料）
+	beego.Router("/backend/crm/attach/list", &controllers.BackendCrmAttachController{}, "get:List")
+	beego.Router("/backend/crm/attach/add", &controllers.BackendCrmAttachController{}, "post:Add")
+	beego.Router("/backend/crm/attach/delete", &controllers.BackendCrmAttachController{}, "post:Delete")
+
+	// CRM联系人（线索/商机/项目的对接人列表）
+	beego.Router("/backend/crm/entity/contact/list", &controllers.BackendCrmEntityContactController{}, "get:List")
+	beego.Router("/backend/crm/entity/contact/add", &controllers.BackendCrmEntityContactController{}, "post:Add")
+	beego.Router("/backend/crm/entity/contact/edit", &controllers.BackendCrmEntityContactController{}, "post:Edit")
+	beego.Router("/backend/crm/entity/contact/delete", &controllers.BackendCrmEntityContactController{}, "post:Delete")
+
+	// CRM操作日志
+	beego.Router("/backend/crm/oplog/list", &controllers.BackendCrmOperateLogController{}, "get:List")
+
 	// ERP供应商管理
 	beego.Router("/backend/erp/supplier/list", &controllers.BackendErpSupplierController{}, "get:List")
 	beego.Router("/backend/erp/supplier", &controllers.BackendErpSupplierController{}, "post:Create")