增加商机线索管理修复若干bug
This commit is contained in:
@@ -0,0 +1,438 @@
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package controllers
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import (
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"encoding/json"
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"fmt"
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"io"
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"strconv"
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"strings"
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"time"
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"server/models"
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"github.com/beego/beego/v2/client/orm"
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beego "github.com/beego/beego/v2/server/web"
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)
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// BackendCrmBusinessController CRM 商机管理
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type BackendCrmBusinessController struct {
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beego.Controller
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}
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type businessPayload struct {
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BusinessName string `json:"business_name"`
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CustomerID uint64 `json:"customer_id"`
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CustomerName string `json:"customer_name"`
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Source string `json:"source"`
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OwnerUserID string `json:"owner_user_id"`
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OwnerUserName string `json:"owner_user_name"`
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Industry string `json:"industry"`
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Stage string `json:"stage"`
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Amount float64 `json:"amount"`
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ExpectDealDate string `json:"expect_deal_date"`
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NextContactTime string `json:"next_contact_time"`
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Level string `json:"level"`
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ContactPerson string `json:"contact_person"`
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ContactPosition string `json:"contact_position"`
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ContactPhone string `json:"contact_phone"`
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ContactWechat string `json:"contact_wechat"`
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ContactQQ string `json:"contact_qq"`
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Address string `json:"address"`
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Remark string `json:"remark"`
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}
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// List GET /backend/crm/business/list
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func (c *BackendCrmBusinessController) List() {
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claims, err := pipelineClaims(&c.Controller)
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if err != nil {
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pipelineErr(&c.Controller, 401, 401, err.Error())
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return
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}
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page, _ := c.GetInt("page", 1)
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pageSize, _ := c.GetInt("pageSize", 20)
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if page < 1 {
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page = 1
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}
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if pageSize < 1 || pageSize > 100 {
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pageSize = 20
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}
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keyword := strings.TrimSpace(c.GetString("keyword"))
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stage := strings.TrimSpace(c.GetString("stage"))
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level := strings.TrimSpace(c.GetString("level"))
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status := strings.TrimSpace(c.GetString("status"))
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ownerID := strings.TrimSpace(c.GetString("owner_user_id"))
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tenantID := pipelineTenantID(claims)
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cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
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if keyword != "" {
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kw := orm.NewCondition().
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Or("business_name__contains", keyword).
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Or("customer_name__contains", keyword).
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Or("contact_person__contains", keyword)
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cond = cond.AndCond(kw)
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}
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if stage != "" {
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cond = cond.And("stage", stage)
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}
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if level != "" {
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cond = cond.And("level", level)
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}
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if status != "" {
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cond = cond.And("status", status)
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}
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if ownerID != "" {
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cond = cond.And("owner_user_id", ownerID)
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}
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qs := models.Orm.QueryTable(new(models.TenantCrmBusiness)).SetCond(cond)
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total, _ := qs.Count()
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var list []models.TenantCrmBusiness
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if total > 0 {
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_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
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}
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pipelineOk(&c.Controller, map[string]interface{}{
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"list": list, "total": total, "page": page, "pageSize": pageSize,
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})
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}
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// Detail GET /backend/crm/business/:id
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func (c *BackendCrmBusinessController) Detail() {
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claims, err := pipelineClaims(&c.Controller)
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if err != nil {
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pipelineErr(&c.Controller, 401, 401, err.Error())
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return
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}
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id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
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if id == 0 {
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pipelineErr(&c.Controller, 400, 400, "无效的ID")
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return
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}
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var biz models.TenantCrmBusiness
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err = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
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Filter("delete_time__isnull", true).One(&biz)
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if err != nil {
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pipelineErr(&c.Controller, 404, 404, "商机未找到")
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return
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}
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pipelineOk(&c.Controller, biz)
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}
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// Create POST /backend/crm/business
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func (c *BackendCrmBusinessController) Create() {
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claims, err := pipelineClaims(&c.Controller)
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if err != nil {
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pipelineErr(&c.Controller, 401, 401, err.Error())
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return
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}
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raw, _ := io.ReadAll(c.Ctx.Request.Body)
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var p businessPayload
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if err := json.Unmarshal(raw, &p); err != nil {
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pipelineErr(&c.Controller, 400, 400, "参数错误")
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return
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}
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if strings.TrimSpace(p.BusinessName) == "" {
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pipelineErr(&c.Controller, 400, 400, "商机名称不能为空")
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return
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}
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if strings.TrimSpace(p.CustomerName) == "" && p.CustomerID == 0 {
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pipelineErr(&c.Controller, 400, 400, "请选择或填写客户")
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return
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}
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tenantID := pipelineTenantID(claims)
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customerName := strings.TrimSpace(p.CustomerName)
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var custIDVal *uint64
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if p.CustomerID > 0 {
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var cust models.TenantCrmCustomer
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if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
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Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&cust); err == nil {
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cid := cust.ID
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custIDVal = &cid
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customerName = cust.CustomerName
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}
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}
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if customerName == "" {
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pipelineErr(&c.Controller, 400, 400, "客户名称不能为空")
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return
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}
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ownerID := firstNonEmpty(p.OwnerUserID, pipelineUID(claims))
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ownerName := firstNonEmpty(p.OwnerUserName, claims.Username)
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stage := firstNonEmpty(p.Stage, "1")
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level := firstNonEmpty(p.Level, "2")
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now := time.Now()
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biz := models.TenantCrmBusiness{
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TenantID: tenantID,
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BusinessName: strings.TrimSpace(p.BusinessName),
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CustomerID: custIDVal,
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CustomerName: customerName,
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Source: strings.TrimSpace(p.Source),
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OwnerUserID: ownerID,
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OwnerUserName: ownerName,
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Industry: strings.TrimSpace(p.Industry),
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Stage: stage,
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Amount: p.Amount,
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ExpectDealDate: parsePipelineDate(p.ExpectDealDate),
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NextContactTime: parsePipelineDateTime(p.NextContactTime),
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Level: level,
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ContactPerson: strings.TrimSpace(p.ContactPerson),
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ContactPosition: strings.TrimSpace(p.ContactPosition),
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ContactPhone: strings.TrimSpace(p.ContactPhone),
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ContactWechat: strings.TrimSpace(p.ContactWechat),
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ContactQQ: strings.TrimSpace(p.ContactQQ),
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Address: strings.TrimSpace(p.Address),
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Status: 1,
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Remark: p.Remark,
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CreateUserID: pipelineUID(claims),
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CreateTime: now,
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UpdateTime: now,
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}
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id, err := models.Orm.Insert(&biz)
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if err != nil {
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pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
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return
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}
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crmWriteLog(tenantID, 2, uint64(id), "create", "创建商机："+biz.BusinessName, claims)
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pipelineOk(&c.Controller, map[string]interface{}{"id": id})
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}
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// Update PUT /backend/crm/business/:id
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func (c *BackendCrmBusinessController) Update() {
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claims, err := pipelineClaims(&c.Controller)
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if err != nil {
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pipelineErr(&c.Controller, 401, 401, err.Error())
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return
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}
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id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
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if id == 0 {
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pipelineErr(&c.Controller, 400, 400, "无效的ID")
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return
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}
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raw, _ := io.ReadAll(c.Ctx.Request.Body)
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var p businessPayload
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if err := json.Unmarshal(raw, &p); err != nil {
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pipelineErr(&c.Controller, 400, 400, "参数错误")
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return
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}
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tenantID := pipelineTenantID(claims)
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var biz models.TenantCrmBusiness
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if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("id", id).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&biz); err != nil {
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pipelineErr(&c.Controller, 404, 404, "商机未找到")
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return
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}
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if biz.Locked == 1 {
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pipelineErr(&c.Controller, 400, 400, "商机已转为项目并锁定，不能编辑")
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return
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}
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if strings.TrimSpace(p.BusinessName) == "" {
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pipelineErr(&c.Controller, 400, 400, "商机名称不能为空")
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return
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}
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biz.BusinessName = strings.TrimSpace(p.BusinessName)
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if p.CustomerID > 0 {
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var cust models.TenantCrmCustomer
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if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
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Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&cust); err == nil {
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cid := cust.ID
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biz.CustomerID = &cid
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biz.CustomerName = cust.CustomerName
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}
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} else if strings.TrimSpace(p.CustomerName) != "" {
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biz.CustomerName = strings.TrimSpace(p.CustomerName)
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}
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biz.Source = strings.TrimSpace(p.Source)
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if strings.TrimSpace(p.OwnerUserID) != "" {
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biz.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
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}
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if strings.TrimSpace(p.OwnerUserName) != "" {
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biz.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
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}
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biz.Industry = strings.TrimSpace(p.Industry)
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if strings.TrimSpace(p.Stage) != "" {
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biz.Stage = strings.TrimSpace(p.Stage)
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}
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biz.Amount = p.Amount
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biz.ExpectDealDate = parsePipelineDate(p.ExpectDealDate)
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biz.NextContactTime = parsePipelineDateTime(p.NextContactTime)
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if strings.TrimSpace(p.Level) != "" {
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biz.Level = strings.TrimSpace(p.Level)
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}
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biz.ContactPerson = strings.TrimSpace(p.ContactPerson)
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biz.ContactPosition = strings.TrimSpace(p.ContactPosition)
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biz.ContactPhone = strings.TrimSpace(p.ContactPhone)
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biz.ContactWechat = strings.TrimSpace(p.ContactWechat)
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biz.ContactQQ = strings.TrimSpace(p.ContactQQ)
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biz.Address = strings.TrimSpace(p.Address)
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biz.Remark = p.Remark
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biz.UpdateTime = time.Now()
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if _, err := models.Orm.Update(&biz); err != nil {
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pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
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return
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}
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crmWriteLog(tenantID, 2, biz.ID, "update", "更新商机："+biz.BusinessName, claims)
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pipelineOk(&c.Controller, map[string]interface{}{"id": biz.ID})
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}
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// Delete DELETE /backend/crm/business/:id
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func (c *BackendCrmBusinessController) Delete() {
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claims, err := pipelineClaims(&c.Controller)
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if err != nil {
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pipelineErr(&c.Controller, 401, 401, err.Error())
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return
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}
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id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
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if id == 0 {
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pipelineErr(&c.Controller, 400, 400, "无效的ID")
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return
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}
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tenantID := pipelineTenantID(claims)
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var biz models.TenantCrmBusiness
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if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("id", id).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&biz); err != nil {
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pipelineErr(&c.Controller, 404, 404, "商机未找到")
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return
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}
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if !canDeleteCrmRecord(claims, biz.CreateUserID) {
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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")
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return
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}
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now := time.Now()
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_, err = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("id", id).Filter("tenant_id", tenantID).
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Update(map[string]interface{}{"delete_time": now, "update_time": now})
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if err != nil {
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pipelineErr(&c.Controller, 500, 500, "删除失败: "+err.Error())
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return
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}
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pipelineOk(&c.Controller, nil)
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}
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// Convert POST /backend/crm/business/:id/convert 商机转项目
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func (c *BackendCrmBusinessController) Convert() {
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claims, err := pipelineClaims(&c.Controller)
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if err != nil {
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pipelineErr(&c.Controller, 401, 401, err.Error())
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return
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}
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id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
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if id == 0 {
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pipelineErr(&c.Controller, 400, 400, "无效的ID")
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return
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}
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var p struct {
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ProjectName string `json:"project_name"`
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ProjectNo string `json:"project_no"`
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Amount float64 `json:"amount"`
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StartDate string `json:"start_date"`
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EndDate string `json:"end_date"`
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Remark string `json:"remark"`
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}
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raw, _ := io.ReadAll(c.Ctx.Request.Body)
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if err := json.Unmarshal(raw, &p); err != nil {
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pipelineErr(&c.Controller, 400, 400, "参数错误")
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return
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}
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tenantID := pipelineTenantID(claims)
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var biz models.TenantCrmBusiness
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if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("id", id).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&biz); err != nil {
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pipelineErr(&c.Controller, 404, 404, "商机未找到")
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return
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}
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if biz.Locked == 1 || biz.Status == 2 {
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pipelineErr(&c.Controller, 400, 400, "商机已转化，不能重复转化")
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return
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}
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projectName := strings.TrimSpace(p.ProjectName)
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if projectName == "" {
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projectName = biz.BusinessName
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}
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amount := p.Amount
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if amount == 0 {
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amount = biz.Amount
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}
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now := time.Now()
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bizIDVal := biz.ID
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proj := models.TenantCrmProject{
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TenantID: tenantID,
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ProjectName: projectName,
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ProjectNo: strings.TrimSpace(p.ProjectNo),
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BusinessID: &bizIDVal,
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CustomerID: biz.CustomerID,
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CustomerName: biz.CustomerName,
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OwnerUserID: biz.OwnerUserID,
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OwnerUserName: biz.OwnerUserName,
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Industry: biz.Industry,
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Amount: amount,
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Status: 1,
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StartDate: parsePipelineDate(p.StartDate),
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EndDate: parsePipelineDate(p.EndDate),
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ContactPerson: biz.ContactPerson,
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ContactPosition: biz.ContactPosition,
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ContactPhone: biz.ContactPhone,
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Address: biz.Address,
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Remark: p.Remark,
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CreateUserID: pipelineUID(claims),
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CreateTime: now,
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UpdateTime: now,
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}
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projID, err := models.Orm.Insert(&proj)
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if err != nil {
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pipelineErr(&c.Controller, 500, 500, "创建项目失败: "+err.Error())
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return
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}
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// 锁定商机
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biz.Status = 2
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biz.Locked = 1
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pid := uint64(projID)
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biz.ProjectID = &pid
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biz.ConvertTime = &now
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biz.UpdateTime = now
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_, _ = models.Orm.Update(&biz, "status", "locked", "project_id", "convert_time", "update_time")
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crmWriteLog(tenantID, 2, biz.ID, "convert", "商机转化为项目："+projectName, claims)
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crmWriteLog(tenantID, 3, uint64(projID), "create", "由商机「"+biz.BusinessName+"」转化生成", claims)
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// 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
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if biz.CustomerID != nil && *biz.CustomerID > 0 {
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var contacts []models.TenantCrmEntityContact
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var bizContacts []models.TenantCrmEntityContact
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_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).
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Filter("tenant_id", tenantID).
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Filter("related_type", int8(2)).
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Filter("related_id", biz.ID).
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Filter("delete_time__isnull", true).
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All(&bizContacts)
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contacts = append(contacts, bizContacts...)
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if biz.ClueID != nil && *biz.ClueID > 0 {
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var clueContacts []models.TenantCrmEntityContact
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_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).
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Filter("tenant_id", tenantID).
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Filter("related_type", int8(1)).
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Filter("related_id", *biz.ClueID).
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Filter("delete_time__isnull", true).
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All(&clueContacts)
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contacts = append(contacts, clueContacts...)
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}
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insertedN, mergedN := syncContactsToCompany(tenantID, *biz.CustomerID, contacts)
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if insertedN+mergedN > 0 {
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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})
|
||||
}
|
||||
Reference in New Issue
Block a user