增加商机线索管理修复若干bug
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@@ -0,0 +1,282 @@
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package controllers
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import (
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"encoding/json"
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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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// BackendCrmProjectController CRM 项目管理
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type BackendCrmProjectController struct {
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beego.Controller
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}
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type projectPayload struct {
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ProjectName string `json:"project_name"`
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ProjectNo string `json:"project_no"`
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CustomerID uint64 `json:"customer_id"`
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CustomerName string `json:"customer_name"`
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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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Amount float64 `json:"amount"`
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Status int8 `json:"status"`
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StartDate string `json:"start_date"`
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EndDate string `json:"end_date"`
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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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Address string `json:"address"`
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Remark string `json:"remark"`
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}
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// List GET /backend/crm/project/list
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func (c *BackendCrmProjectController) 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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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("project_name__contains", keyword).
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Or("project_no__contains", keyword).
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Or("customer_name__contains", keyword)
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cond = cond.AndCond(kw)
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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.TenantCrmProject)).SetCond(cond)
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total, _ := qs.Count()
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var list []models.TenantCrmProject
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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/project/:id
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func (c *BackendCrmProjectController) 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 proj models.TenantCrmProject
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err = models.Orm.QueryTable(new(models.TenantCrmProject)).
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Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
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Filter("delete_time__isnull", true).One(&proj)
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if err != nil {
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pipelineErr(&c.Controller, 404, 404, "项目未找到")
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return
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}
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pipelineOk(&c.Controller, proj)
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}
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// Create POST /backend/crm/project
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func (c *BackendCrmProjectController) 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 projectPayload
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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.ProjectName) == "" {
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pipelineErr(&c.Controller, 400, 400, "项目名称不能为空")
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return
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}
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tenantID := pipelineTenantID(claims)
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var custIDVal *uint64
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customerName := strings.TrimSpace(p.CustomerName)
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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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status := p.Status
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if status == 0 {
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status = 1
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}
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now := time.Now()
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proj := models.TenantCrmProject{
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TenantID: tenantID,
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ProjectName: strings.TrimSpace(p.ProjectName),
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ProjectNo: strings.TrimSpace(p.ProjectNo),
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CustomerID: custIDVal,
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CustomerName: customerName,
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OwnerUserID: firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
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OwnerUserName: firstNonEmpty(p.OwnerUserName, claims.Username),
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Industry: strings.TrimSpace(p.Industry),
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Amount: p.Amount,
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Status: status,
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StartDate: parsePipelineDate(p.StartDate),
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EndDate: parsePipelineDate(p.EndDate),
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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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Address: strings.TrimSpace(p.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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id, err := models.Orm.Insert(&proj)
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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, 3, uint64(id), "create", "创建项目："+proj.ProjectName, 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/project/:id
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func (c *BackendCrmProjectController) 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 projectPayload
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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 proj models.TenantCrmProject
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if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
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Filter("id", id).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&proj); err != nil {
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pipelineErr(&c.Controller, 404, 404, "项目未找到")
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return
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}
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if strings.TrimSpace(p.ProjectName) == "" {
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pipelineErr(&c.Controller, 400, 400, "项目名称不能为空")
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return
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}
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proj.ProjectName = strings.TrimSpace(p.ProjectName)
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proj.ProjectNo = strings.TrimSpace(p.ProjectNo)
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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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proj.CustomerID = &cid
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proj.CustomerName = cust.CustomerName
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}
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} else if strings.TrimSpace(p.CustomerName) != "" {
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proj.CustomerName = strings.TrimSpace(p.CustomerName)
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}
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if strings.TrimSpace(p.OwnerUserID) != "" {
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proj.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
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}
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if strings.TrimSpace(p.OwnerUserName) != "" {
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proj.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
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}
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proj.Industry = strings.TrimSpace(p.Industry)
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proj.Amount = p.Amount
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if p.Status != 0 {
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proj.Status = p.Status
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}
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proj.StartDate = parsePipelineDate(p.StartDate)
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proj.EndDate = parsePipelineDate(p.EndDate)
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proj.ContactPerson = strings.TrimSpace(p.ContactPerson)
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proj.ContactPosition = strings.TrimSpace(p.ContactPosition)
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proj.ContactPhone = strings.TrimSpace(p.ContactPhone)
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proj.Address = strings.TrimSpace(p.Address)
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proj.Remark = p.Remark
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proj.UpdateTime = time.Now()
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if _, err := models.Orm.Update(&proj); 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, 3, proj.ID, "update", "更新项目："+proj.ProjectName, claims)
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pipelineOk(&c.Controller, map[string]interface{}{"id": proj.ID})
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}
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// Delete DELETE /backend/crm/project/:id
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func (c *BackendCrmProjectController) 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 proj models.TenantCrmProject
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if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
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Filter("id", id).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&proj); err != nil {
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pipelineErr(&c.Controller, 404, 404, "项目未找到")
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return
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}
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if !canDeleteCrmRecord(claims, proj.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项目")
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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.TenantCrmProject)).
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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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