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