批量更新功能

2026-09-14 16:15:44 +08:00
parent 6f106e43af
commit a26c98b92b
79 changed files with 4529 additions and 724 deletions
@@ -0,0 +1,363 @@
+package controllers
+
+import (
+	"fmt"
+	"strings"
+	"time"
+
+	"server/models"
+	"server/pkg/jwtutil"
+
+	"github.com/beego/beego/v2/client/orm"
+)
+
+/*
+客户 / 供应商互转（复制一套档案）：
+
+同一家单位可能既是客户又是供应商（先做客户后成为供应商，或反之），因此这里做「复制」而不是搬迁：
+  - 原记录保留（客户仍是客户，供应商仍是供应商），两边各自独立维护、互不影响；
+  - 企业资料整体复制：工商信息、注册 / 实缴资本、成立日期、行政区划、企业类型、纳税人资质、
+    经营范围、地址、合作期限（注册 / 到期时间）、开票资料、银行信息、备注；
+  - 联系人（yz_backend_contact_company）一并复制，按「姓名 + 手机号」去重，避免重复建档；
+  - 等级（核心 / 重要 / 普通 / 潜在）两边语义一致，直接沿用；
+  - 类型（客户类型：企业 / 政府 / 国企 / 教育 / 个人 与 供应商类型：原材料 / 设备 / 服务 / 其他）
+    语义不同，按目标库默认值建档（客户→供应商 为「其他」、供应商→客户 为「企业」），转化后可再调整；
+  - 目标库已存在同名企业时不再重复建档，只把联系人补同步过去，避免同库出现两条同名档案。
+*/
+
+// findSameNameSupplier 查找租户内同名且未删除的供应商，未找到返回 0
+func findSameNameSupplier(tenantID, name string) uint64 {
+	name = strings.TrimSpace(name)
+	if models.Orm == nil || name == "" {
+		return 0
+	}
+	var row models.TenantCrmSupplier
+	if err := models.Orm.QueryTable(new(models.TenantCrmSupplier)).
+		Filter("tenant_id", tenantID).
+		Filter("supplier_name", name).
+		Filter("delete_time__isnull", true).
+		One(&row); err != nil {
+		return 0
+	}
+	return row.ID
+}
+
+// findSameNameCustomer 查找租户内同名且未删除的客户，未找到返回 0
+func findSameNameCustomer(tenantID, name string) uint64 {
+	name = strings.TrimSpace(name)
+	if models.Orm == nil || name == "" {
+		return 0
+	}
+	var row models.TenantCrmCustomer
+	if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
+		Filter("tenant_id", tenantID).
+		Filter("customer_name", name).
+		Filter("delete_time__isnull", true).
+		One(&row); err != nil {
+		return 0
+	}
+	return row.ID
+}
+
+// collectCustomerNames / collectSupplierNames 提取名称集合（去重、去空），用于批量判断双重身份
+func collectCustomerNames(list []models.TenantCrmCustomer) []string {
+	names := make([]string, 0, len(list))
+	for _, r := range list {
+		if n := strings.TrimSpace(r.CustomerName); n != "" {
+			names = append(names, n)
+		}
+	}
+	return names
+}
+
+func collectSupplierNames(list []models.TenantCrmSupplier) []string {
+	names := make([]string, 0, len(list))
+	for _, r := range list {
+		if n := strings.TrimSpace(r.SupplierName); n != "" {
+			names = append(names, n)
+		}
+	}
+	return names
+}
+
+// partyNameExists 批量判断名称是否已存在于指定库（kind：customer / supplier），
+// 供列表标记「同时也是客户 / 供应商」，避免用户重复转化。返回 map 的 key 已做 trim。
+func partyNameExists(tenantID, kind string, names []string) map[string]bool {
+	exists := map[string]bool{}
+	if models.Orm == nil || len(names) == 0 {
+		return exists
+	}
+	if kind == "supplier" {
+		var rows []models.TenantCrmSupplier
+		if _, err := models.Orm.QueryTable(new(models.TenantCrmSupplier)).
+			Filter("tenant_id", tenantID).
+			Filter("supplier_name__in", names).
+			Filter("delete_time__isnull", true).
+			All(&rows); err == nil {
+			for _, r := range rows {
+				exists[strings.TrimSpace(r.SupplierName)] = true
+			}
+		}
+		return exists
+	}
+	var rows []models.TenantCrmCustomer
+	if _, err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
+		Filter("tenant_id", tenantID).
+		Filter("customer_name__in", names).
+		Filter("delete_time__isnull", true).
+		All(&rows); err == nil {
+		for _, r := range rows {
+			exists[strings.TrimSpace(r.CustomerName)] = true
+		}
+	}
+	return exists
+}
+
+// customerListRow 客户列表行：附带「同时也是供应商」标记，便于识别同一家单位的双重身份
+type customerListRow struct {
+	models.TenantCrmCustomer
+	AlsoSupplier bool `json:"also_supplier"`
+}
+
+// supplierListRow 供应商列表行：附带「同时也是客户」标记
+type supplierListRow struct {
+	models.TenantCrmSupplier
+	AlsoCustomer bool `json:"also_customer"`
+}
+
+// partyConvertRemark 转化后的备注：保留原备注并追加转化来源，便于溯源
+func partyConvertRemark(origin, fromLabel, name string) string {
+	tag := fmt.Sprintf("由%s「%s」转化而来", fromLabel, name)
+	origin = strings.TrimSpace(origin)
+	if origin == "" {
+		return tag
+	}
+	return origin + "\n" + tag
+}
+
+// copyCompanyContacts 把来源企业（客户 / 供应商）的联系人复制到目标企业：
+//   - 去重键「姓名 + 手机号」：命中时只补齐目标缺失字段，不覆盖已有资料；
+//   - 未命中时新档；目标企业已有联系人时不再设为主联系人，避免出现多个主联系人。
+//
+// 返回 (新增数, 合并数)。
+func copyCompanyContacts(tenantID, fromType string, fromID uint64, toType string, toID uint64) (int, int) {
+	if models.Orm == nil || fromID == 0 || toID == 0 {
+		return 0, 0
+	}
+	var src []models.ErpCompanyContact
+	if _, err := models.Orm.QueryTable(new(models.ErpCompanyContact)).
+		Filter("tenant_id", tenantID).
+		Filter("company_type", fromType).
+		Filter("company_id", fromID).
+		Filter("delete_time__isnull", true).
+		All(&src); err != nil && err != orm.ErrNoRows {
+		return 0, 0
+	}
+	if len(src) == 0 {
+		return 0, 0
+	}
+	var dst []models.ErpCompanyContact
+	_, _ = models.Orm.QueryTable(new(models.ErpCompanyContact)).
+		Filter("tenant_id", tenantID).
+		Filter("company_type", toType).
+		Filter("company_id", toID).
+		Filter("delete_time__isnull", true).
+		All(&dst)
+
+	now := time.Now()
+	inserted, merged := 0, 0
+	for _, s := range src {
+		srcName := strings.TrimSpace(s.Name)
+		srcMobile := firstMobile(s.Mobiles)
+		hit := -1
+		for i := range dst {
+			if !strings.EqualFold(strings.TrimSpace(dst[i].Name), srcName) {
+				continue
+			}
+			// 有手机号时必须手机号也匹配，避免同名不同人被判为同一人
+			if srcMobile != "" && !contactPhoneMatched(dst[i], srcMobile) {
+				continue
+			}
+			hit = i
+			break
+		}
+		if hit >= 0 {
+			d := dst[hit]
+			up := map[string]interface{}{}
+			if strings.TrimSpace(d.Mobiles) == "" && strings.TrimSpace(s.Mobiles) != "" {
+				up["mobiles"] = s.Mobiles
+			}
+			if strings.TrimSpace(d.Phone) == "" && strings.TrimSpace(s.Phone) != "" {
+				up["phone"] = s.Phone
+			}
+			if strings.TrimSpace(d.Email) == "" && strings.TrimSpace(s.Email) != "" {
+				up["email"] = s.Email
+			}
+			if strings.TrimSpace(d.Wechat) == "" && strings.TrimSpace(s.Wechat) != "" {
+				up["wechat"] = s.Wechat
+			}
+			if strings.TrimSpace(d.QQ) == "" && strings.TrimSpace(s.QQ) != "" {
+				up["qq"] = s.QQ
+			}
+			if strings.TrimSpace(d.Dingtalk) == "" && strings.TrimSpace(s.Dingtalk) != "" {
+				up["dingtalk"] = s.Dingtalk
+			}
+			if strings.TrimSpace(d.Department) == "" && strings.TrimSpace(s.Department) != "" {
+				up["department"] = s.Department
+			}
+			if strings.TrimSpace(d.Position) == "" && strings.TrimSpace(s.Position) != "" {
+				up["position"] = s.Position
+			}
+			if strings.TrimSpace(d.HomeAddress) == "" && strings.TrimSpace(s.HomeAddress) != "" {
+				up["home_address"] = s.HomeAddress
+			}
+			if len(up) == 0 {
+				continue
+			}
+			up["update_time"] = now
+			if _, err := models.Orm.QueryTable(new(models.ErpCompanyContact)).
+				Filter("id", d.ID).Update(up); err == nil {
+				merged++
+			}
+			continue
+		}
+
+		row := s
+		row.ID = 0
+		row.CompanyType = toType
+		row.CompanyID = toID
+		row.CreateTime = now
+		row.UpdateTime = now
+		if len(dst) > 0 {
+			row.IsPrimary = 0
+		}
+		if _, err := models.Orm.Insert(&row); err == nil {
+			inserted++
+		}
+	}
+	return inserted, merged
+}
+
+// convertCustomerToSupplier 客户 → 供应商：复制客户档案与联系人到供应商库。
+// 返回 (供应商库是否已存在同名企业, 供应商ID, 新增联系人, 合并联系人)。
+func convertCustomerToSupplier(tenantID string, src *models.TenantCrmCustomer, claims *jwtutil.Claims) (bool, uint64, int, int, error) {
+	if models.Orm == nil {
+		return false, 0, 0, 0, fmt.Errorf("数据库未初始化")
+	}
+	if src == nil || src.ID == 0 {
+		return false, 0, 0, 0, fmt.Errorf("客户未找到")
+	}
+	name := strings.TrimSpace(src.CustomerName)
+	if name == "" {
+		return false, 0, 0, 0, fmt.Errorf("客户名称为空，无法转化")
+	}
+	// 供应商库已有同名企业：不重复建档，只把联系人补同步过去
+	if id := findSameNameSupplier(tenantID, name); id > 0 {
+		inserted, merged := copyCompanyContacts(tenantID, "customer", src.ID, "supplier", id)
+		return true, id, inserted, merged, nil
+	}
+
+	now := time.Now()
+	supplier := models.TenantCrmSupplier{
+		TenantID:               tenantID,
+		SupplierName:           name,
+		SupplierType:           "4", // 客户类型与供应商类型语义不同，默认「其他」，建档后可调整
+		ContactPerson:          src.ContactPerson,
+		ContactPhone:           src.ContactPhone,
+		ContactEmail:           src.ContactEmail,
+		SupplierLevel:          firstNonEmpty(src.CustomerLevel, "3"), // 等级语义一致，直接沿用
+		Industry:               src.Industry,
+		RegisteredCapital:      src.RegisteredCapital,
+		PaidCapital:            src.PaidCapital,
+		EstablishDate:          src.EstablishDate,
+		AdministrativeDivision: src.AdministrativeDivision,
+		EnterpriseType:         src.EnterpriseType,
+		TaxpayerQualification:  src.TaxpayerQualification,
+		BusinessScope:          src.BusinessScope,
+		Address:                src.Address,
+		RegisterTime:           src.RegisterTime,
+		ExpireTime:             src.ExpireTime,
+		Status:                 firstNonEmpty(src.Status, "1"),
+		IsDraft:                src.IsDraft,
+		Remark:                 partyConvertRemark(src.Remark, "客户", name),
+		InvoiceTitle:           src.InvoiceTitle,
+		TaxNumber:              src.TaxNumber,
+		BankName:               src.BankName,
+		BankAccount:            src.BankAccount,
+		RegisteredAddress:      src.RegisteredAddress,
+		RegisteredPhone:        src.RegisteredPhone,
+		CreateUserID:           fmt.Sprintf("%d", claims.UserID),
+		CreateTime:             now,
+		UpdateTime:             now,
+	}
+	id, err := models.Orm.Insert(&supplier)
+	if err != nil {
+		return false, 0, 0, 0, fmt.Errorf("生成供应商失败: " + err.Error())
+	}
+	inserted, merged := copyCompanyContacts(tenantID, "customer", src.ID, "supplier", uint64(id))
+	return false, uint64(id), inserted, merged, nil
+}
+
+// convertSupplierToCustomer 供应商 → 客户：复制供应商档案与联系人到客户库。
+// 返回 (客户库是否已存在同名企业, 客户ID, 新增联系人, 合并联系人)。
+func convertSupplierToCustomer(tenantID string, src *models.TenantCrmSupplier, claims *jwtutil.Claims) (bool, uint64, int, int, error) {
+	if models.Orm == nil {
+		return false, 0, 0, 0, fmt.Errorf("数据库未初始化")
+	}
+	if src == nil || src.ID == 0 {
+		return false, 0, 0, 0, fmt.Errorf("供应商未找到")
+	}
+	name := strings.TrimSpace(src.SupplierName)
+	if name == "" {
+		return false, 0, 0, 0, fmt.Errorf("供应商名称为空，无法转化")
+	}
+	// 客户库已有同名企业：不重复建档，只把联系人补同步过去
+	if id := findSameNameCustomer(tenantID, name); id > 0 {
+		inserted, merged := copyCompanyContacts(tenantID, "supplier", src.ID, "customer", id)
+		return true, id, inserted, merged, nil
+	}
+
+	now := time.Now()
+	userID := fmt.Sprintf("%d", claims.UserID)
+	customer := models.TenantCrmCustomer{
+		TenantID:               tenantID,
+		CustomerName:           name,
+		CustomerType:           "1", // 供应商类型与客户类型语义不同，默认「企业」，建档后可调整
+		ContactPerson:          src.ContactPerson,
+		ContactPhone:           src.ContactPhone,
+		ContactEmail:           src.ContactEmail,
+		CustomerLevel:          firstNonEmpty(src.SupplierLevel, "3"), // 等级语义一致，直接沿用
+		Industry:               src.Industry,
+		RegisteredCapital:      src.RegisteredCapital,
+		PaidCapital:            src.PaidCapital,
+		EstablishDate:          src.EstablishDate,
+		AdministrativeDivision: src.AdministrativeDivision,
+		EnterpriseType:         src.EnterpriseType,
+		TaxpayerQualification:  src.TaxpayerQualification,
+		BusinessScope:          src.BusinessScope,
+		Address:                src.Address,
+		RegisterTime:           src.RegisterTime,
+		ExpireTime:             src.ExpireTime,
+		Status:                 firstNonEmpty(src.Status, "1"),
+		IsDraft:                src.IsDraft,
+		Remark:                 partyConvertRemark(src.Remark, "供应商", name),
+		InvoiceTitle:           src.InvoiceTitle,
+		TaxNumber:              src.TaxNumber,
+		BankName:               src.BankName,
+		BankAccount:            src.BankAccount,
+		RegisteredAddress:      src.RegisteredAddress,
+		RegisteredPhone:        src.RegisteredPhone,
+		InPool:                 0,
+		OwnerUserID:            userID,
+		OwnerUserName:          resolveUserName(claims),
+		CreateUserID:           userID,
+		CreateTime:             now,
+		UpdateTime:             now,
+	}
+	id, err := models.Orm.Insert(&customer)
+	if err != nil {
+		return false, 0, 0, 0, fmt.Errorf("生成客户失败: " + err.Error())
+	}
+	inserted, merged := copyCompanyContacts(tenantID, "supplier", src.ID, "customer", uint64(id))
+	return false, uint64(id), inserted, merged, nil
+}