833 lines
28 KiB
Go
833 lines
28 KiB
Go
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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// BackendCrmPaybackController CRM 回款管理
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//
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// 回款计划针对于合同创建：
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// - plan_type 回款周期：1月度/2季度/3年度/4进度/5自定义；
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// - 月度/季度/年度：明细为「期数 + 支付金额」；
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// - 进度：明细为「进度名称 + 进度百分比 + 进度金额」；
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// - 自定义：明细为「名称 + 计划日期 + 金额」；
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// - 回款进度：按计划明细逐期登记实收金额/日期。
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type BackendCrmPaybackController struct {
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beego.Controller
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}
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// paybackItem 计划明细行（items JSON 元素）。
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type paybackItem struct {
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Seq int `json:"seq"`
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Name string `json:"name"`
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Percent float64 `json:"percent"`
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Amount float64 `json:"amount"`
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PlanDate string `json:"plan_date"`
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ReceivedAmount float64 `json:"received_amount"`
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ReceivedDate string `json:"received_date"`
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ReceiptURL string `json:"receipt_url"` // 流水回执地址（选填）
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ReceiptName string `json:"receipt_name"` // 流水回执文件名（选填）
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Status int8 `json:"status"` // 1未回款/2部分回款/3已回款
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}
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// paybackPayload 创建 / 更新请求体。
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type paybackPayload struct {
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ContractID uint64 `json:"contract_id"`
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ContractNo string `json:"contract_no"`
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ContractName string `json:"contract_name"`
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CustomerID uint64 `json:"customer_id"`
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CustomerName string `json:"customer_name"`
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PlanType int8 `json:"plan_type"`
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PayMethod int8 `json:"pay_method"`
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RemindDays int `json:"remind_days"`
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OwnerUserID string `json:"owner_user_id"`
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OwnerUserName string `json:"owner_user_name"`
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ContractAmount float64 `json:"contract_amount"`
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Items json.RawMessage `json:"items"`
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Remark string `json:"remark"`
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Status int8 `json:"status"`
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ReceiptURL string `json:"receipt_url"` // 流水回执地址（选填）
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ReceiptName string `json:"receipt_name"` // 流水回执文件名（选填）
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}
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// paybackResp 列表 / 详情响应：items 解析为 JSON 数组透出。
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type paybackResp struct {
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models.TenantCrmPayback
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Items json.RawMessage `json:"items"`
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}
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// paybackProgress 回款进度行（跨计划摊平的计划明细）。
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type paybackProgress struct {
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PaybackID uint64 `json:"payback_id"`
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ContractID *uint64 `json:"contract_id"`
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ContractNo string `json:"contract_no"`
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ContractName string `json:"contract_name"`
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CustomerName string `json:"customer_name"`
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OwnerUserName string `json:"owner_user_name"`
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PlanType int8 `json:"plan_type"`
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PayMethod int8 `json:"pay_method"`
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Seq int `json:"seq"`
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Name string `json:"name"`
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Percent float64 `json:"percent"`
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Amount float64 `json:"amount"`
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PlanDate string `json:"plan_date"`
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ReceivedAmount float64 `json:"received_amount"`
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ReceivedDate string `json:"received_date"`
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Status int8 `json:"status"`
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}
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// List GET /backend/crm/payback/list
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func (c *BackendCrmPaybackController) 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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planType := strings.TrimSpace(c.GetString("plan_type"))
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payMethod := strings.TrimSpace(c.GetString("pay_method"))
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status := strings.TrimSpace(c.GetString("status"))
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contractID := strings.TrimSpace(c.GetString("contract_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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cond = cond.AndCond(orm.NewCondition().
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Or("contract_name__contains", keyword).
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Or("contract_no__contains", keyword).
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Or("customer_name__contains", keyword).
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Or("owner_user_name__contains", keyword))
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}
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if planType != "" {
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cond = cond.And("plan_type", planType)
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}
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if payMethod != "" {
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cond = cond.And("pay_method", payMethod)
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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 contractID != "" {
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if cid, err := strconv.ParseUint(contractID, 10, 64); err == nil && cid > 0 {
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cond = cond.And("contract_id", cid)
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}
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}
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qs := models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond)
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total, _ := qs.Count()
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var list []models.TenantCrmPayback
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if total > 0 {
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// 排序：进行中(1) 在前、已完成(2) 在后，同状态内按最新创建优先
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_, _ = qs.OrderBy("status", "-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
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}
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items := make([]paybackResp, 0, len(list))
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for i := range list {
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items = append(items, buildPaybackResp(&list[i]))
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}
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// 汇总（当前筛选条件下全部计划的计划总额 / 已回款 / 待回款），用于列表页统计卡片
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var all []models.TenantCrmPayback
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_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond).All(&all)
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var summaryTotal, summaryReceived float64
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for i := range all {
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summaryTotal = round2(summaryTotal + all[i].TotalAmount)
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summaryReceived = round2(summaryReceived + all[i].ReceivedAmount)
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}
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pipelineOk(&c.Controller, map[string]interface{}{
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"list": items, "total": total, "page": page, "pageSize": pageSize,
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"summary": map[string]interface{}{
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"total_amount": summaryTotal,
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"received_amount": summaryReceived,
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"pending_amount": round2(summaryTotal - summaryReceived),
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},
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})
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}
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// Detail GET /backend/crm/payback/:id
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func (c *BackendCrmPaybackController) 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 row models.TenantCrmPayback
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if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
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Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
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Filter("delete_time__isnull", true).One(&row); err != nil {
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pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
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return
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}
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pipelineOk(&c.Controller, buildPaybackResp(&row))
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}
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// Create POST /backend/crm/payback
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func (c *BackendCrmPaybackController) 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 paybackPayload
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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.ContractID == 0 {
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pipelineErr(&c.Controller, 400, 400, "请先选择关联合同")
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return
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}
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tenantID := pipelineTenantID(claims)
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itemsJSON, totalAmount, err := normalizePaybackItems(p.Items)
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if err != nil {
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pipelineErr(&c.Controller, 400, 400, "计划明细格式错误")
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return
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}
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if totalAmount <= 0 {
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pipelineErr(&c.Controller, 400, 400, "计划回款总额不能为 0")
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return
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}
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now := time.Now()
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row := models.TenantCrmPayback{
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TenantID: tenantID,
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ContractNo: strings.TrimSpace(p.ContractNo),
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ContractName: strings.TrimSpace(p.ContractName),
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CustomerName: strings.TrimSpace(p.CustomerName),
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PlanType: pickInt8(p.PlanType, 1, 5),
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PayMethod: pickInt8(p.PayMethod, 1, 7),
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RemindDays: p.RemindDays,
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OwnerUserID: firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
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OwnerUserName: firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
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ContractAmount: round2(p.ContractAmount),
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TotalAmount: totalAmount,
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Status: pickInt8(p.Status, 1, 2),
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Items: itemsJSON,
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Remark: p.Remark,
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ReceiptURL: strings.TrimSpace(p.ReceiptURL),
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ReceiptName: strings.TrimSpace(p.ReceiptName),
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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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c.fillFromContract(tenantID, p.ContractID, &row)
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applyPaybackReceived(&row)
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if _, err := models.Orm.Insert(&row); 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, 4, row.ID, "create", "创建回款计划："+row.ContractName, claims)
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pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
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}
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// Update PUT /backend/crm/payback/:id
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func (c *BackendCrmPaybackController) 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 paybackPayload
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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 row models.TenantCrmPayback
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if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
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Filter("id", 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, "回款计划未找到")
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return
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}
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if p.ContractID > 0 {
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row.ContractID = &p.ContractID
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row.ContractNo = strings.TrimSpace(p.ContractNo)
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row.ContractName = strings.TrimSpace(p.ContractName)
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row.CustomerName = strings.TrimSpace(p.CustomerName)
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c.fillFromContract(tenantID, p.ContractID, &row)
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}
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if p.PlanType != 0 {
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row.PlanType = pickInt8(p.PlanType, 1, 5)
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}
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if p.PayMethod != 0 {
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row.PayMethod = pickInt8(p.PayMethod, 1, 7)
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}
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row.RemindDays = p.RemindDays
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if strings.TrimSpace(p.OwnerUserID) != "" {
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row.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
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}
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if strings.TrimSpace(p.OwnerUserName) != "" {
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row.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
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}
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if p.ContractAmount > 0 {
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row.ContractAmount = round2(p.ContractAmount)
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}
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row.Remark = p.Remark
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row.ReceiptURL = strings.TrimSpace(p.ReceiptURL)
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row.ReceiptName = strings.TrimSpace(p.ReceiptName)
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if p.Status != 0 {
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row.Status = pickInt8(p.Status, 1, 2)
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}
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if p.Items != nil {
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itemsJSON, _, err := normalizePaybackItems(p.Items)
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if err != nil {
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pipelineErr(&c.Controller, 400, 400, "计划明细格式错误")
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return
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}
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row.Items = itemsJSON
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}
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applyPaybackReceived(&row)
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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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crmWriteLog(tenantID, 4, row.ID, "update", "更新回款计划："+row.ContractName, claims)
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pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
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}
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// Delete DELETE /backend/crm/payback/:id
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func (c *BackendCrmPaybackController) 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 row models.TenantCrmPayback
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if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
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Filter("id", 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, "回款计划未找到")
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return
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}
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if !canDeleteCrmRecord(claims, row.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回款计划")
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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.TenantCrmPayback)).
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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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// ProgressList GET /backend/crm/payback/progress/list
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// 回款进度：把全部回款计划的分期明细摊平返回，并汇总计划总额 / 已回款总额。
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func (c *BackendCrmPaybackController) ProgressList() {
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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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tenantID := pipelineTenantID(claims)
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keyword := strings.TrimSpace(c.GetString("keyword"))
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status := strings.TrimSpace(c.GetString("status"))
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contractID := strings.TrimSpace(c.GetString("contract_id"))
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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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cond = cond.AndCond(orm.NewCondition().
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Or("contract_name__contains", keyword).
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Or("customer_name__contains", keyword).
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Or("owner_user_name__contains", keyword))
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}
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if contractID != "" {
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if cid, err := strconv.ParseUint(contractID, 10, 64); err == nil && cid > 0 {
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cond = cond.And("contract_id", cid)
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}
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}
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var list []models.TenantCrmPayback
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_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond).OrderBy("-id").All(&list)
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rows := make([]paybackProgress, 0)
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var totalPlanned, totalReceived float64
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for i := range list {
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p := list[i]
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for _, it := range parsePaybackItems(p.Items) {
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st := it.Status
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if st == 0 {
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st = itemStatus(it.ReceivedAmount, it.Amount)
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}
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if status != "" && fmt.Sprintf("%d", st) != status {
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continue
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}
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totalPlanned = round2(totalPlanned + it.Amount)
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totalReceived = round2(totalReceived + it.ReceivedAmount)
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rows = append(rows, paybackProgress{
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PaybackID: p.ID,
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ContractID: p.ContractID,
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ContractNo: p.ContractNo,
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ContractName: p.ContractName,
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CustomerName: p.CustomerName,
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OwnerUserName: p.OwnerUserName,
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PlanType: p.PlanType,
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PayMethod: p.PayMethod,
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Seq: it.Seq,
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Name: it.Name,
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Percent: it.Percent,
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Amount: it.Amount,
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PlanDate: it.PlanDate,
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ReceivedAmount: it.ReceivedAmount,
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ReceivedDate: it.ReceivedDate,
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Status: st,
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})
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}
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}
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pipelineOk(&c.Controller, map[string]interface{}{
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"list": rows, "total": len(rows),
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"total_planned": totalPlanned, "total_received": totalReceived,
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})
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}
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// Receive POST /backend/crm/payback/:id/receive
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// 回款进度登记：按明细序号写入实收金额 / 回款日期，并重算计划汇总。
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func (c *BackendCrmPaybackController) Receive() {
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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 struct {
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Seq int `json:"seq"`
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ReceivedAmount float64 `json:"received_amount"`
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ReceivedDate string `json:"received_date"`
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ReceiptURL string `json:"receipt_url"` // 流水回执地址（选填）
|
||
ReceiptName string `json:"receipt_name"` // 流水回执文件名（选填）
|
||
}
|
||
if err := json.Unmarshal(raw, &p); err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||
return
|
||
}
|
||
tenantID := pipelineTenantID(claims)
|
||
var row models.TenantCrmPayback
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
|
||
Filter("id", id).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&row); err != nil {
|
||
pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
|
||
return
|
||
}
|
||
items := parsePaybackItems(row.Items)
|
||
matched := false
|
||
for i := range items {
|
||
if items[i].Seq != p.Seq {
|
||
continue
|
||
}
|
||
items[i].ReceivedAmount = round2(p.ReceivedAmount)
|
||
items[i].ReceivedDate = strings.TrimSpace(p.ReceivedDate)
|
||
items[i].ReceiptURL = strings.TrimSpace(p.ReceiptURL)
|
||
items[i].ReceiptName = strings.TrimSpace(p.ReceiptName)
|
||
items[i].Status = itemStatus(items[i].ReceivedAmount, items[i].Amount)
|
||
matched = true
|
||
break
|
||
}
|
||
if !matched {
|
||
pipelineErr(&c.Controller, 404, 404, "计划明细不存在")
|
||
return
|
||
}
|
||
out, err := json.Marshal(items)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 500, 500, "保存失败")
|
||
return
|
||
}
|
||
row.Items = string(out)
|
||
applyPaybackReceived(&row)
|
||
row.UpdateTime = time.Now()
|
||
if _, err := models.Orm.Update(&row); err != nil {
|
||
pipelineErr(&c.Controller, 500, 500, "保存失败: "+err.Error())
|
||
return
|
||
}
|
||
crmWriteLog(tenantID, 4, row.ID, "receive", fmt.Sprintf("回款登记：%s 第 %d 期 %s 元", row.ContractName, p.Seq, formatAmount(p.ReceivedAmount)), claims)
|
||
pipelineOk(&c.Controller, buildPaybackResp(&row))
|
||
}
|
||
|
||
// ========================== 内部辅助 ==========================
|
||
|
||
// buildPaybackResp 组装响应：items 透传 JSON 数组。
|
||
func buildPaybackResp(row *models.TenantCrmPayback) paybackResp {
|
||
items := json.RawMessage("[]")
|
||
if strings.TrimSpace(row.Items) != "" {
|
||
items = json.RawMessage(row.Items)
|
||
}
|
||
return paybackResp{TenantCrmPayback: *row, Items: items}
|
||
}
|
||
|
||
// parsePaybackItems 解析明细 JSON（容错：空 / 非法时返回空数组）。
|
||
func parsePaybackItems(raw string) []paybackItem {
|
||
items := make([]paybackItem, 0)
|
||
if strings.TrimSpace(raw) == "" {
|
||
return items
|
||
}
|
||
_ = json.Unmarshal([]byte(raw), &items)
|
||
return items
|
||
}
|
||
|
||
// normalizePaybackItems 校验并规范化明细 JSON：补齐序号、金额取两位小数，返回紧凑 JSON 与计划总额。
|
||
func normalizePaybackItems(raw json.RawMessage) (string, float64, error) {
|
||
if len(raw) == 0 || strings.TrimSpace(string(raw)) == "" || strings.TrimSpace(string(raw)) == "null" {
|
||
return "[]", 0, nil
|
||
}
|
||
var arr []map[string]interface{}
|
||
if err := json.Unmarshal(raw, &arr); err != nil {
|
||
return "", 0, err
|
||
}
|
||
items := make([]paybackItem, 0, len(arr))
|
||
var total float64
|
||
for i, m := range arr {
|
||
it := paybackItem{
|
||
Seq: i + 1,
|
||
Name: strings.TrimSpace(strVal(m["name"])),
|
||
Percent: round2(toFloat64(m["percent"])),
|
||
Amount: round2(toFloat64(m["amount"])),
|
||
PlanDate: strings.TrimSpace(strVal(m["plan_date"])),
|
||
ReceivedAmount: round2(toFloat64(m["received_amount"])),
|
||
ReceivedDate: strings.TrimSpace(strVal(m["received_date"])),
|
||
}
|
||
if v, ok := m["receipt_url"]; ok && v != nil {
|
||
it.ReceiptURL = strings.TrimSpace(fmt.Sprintf("%v", v))
|
||
}
|
||
if v, ok := m["receipt_name"]; ok && v != nil {
|
||
it.ReceiptName = strings.TrimSpace(fmt.Sprintf("%v", v))
|
||
}
|
||
if v, ok := m["seq"]; ok {
|
||
if s := int(toFloat64(v)); s > 0 {
|
||
it.Seq = s
|
||
}
|
||
}
|
||
it.Status = itemStatus(it.ReceivedAmount, it.Amount)
|
||
total = round2(total + it.Amount)
|
||
items = append(items, it)
|
||
}
|
||
out, err := json.Marshal(items)
|
||
if err != nil {
|
||
return "", 0, err
|
||
}
|
||
return string(out), total, nil
|
||
}
|
||
|
||
// itemStatus 由实收金额推导明细状态：0/空=未回款 1、部分回款 2、已回款 3。
|
||
func itemStatus(received, amount float64) int8 {
|
||
if amount > 0 && received >= amount {
|
||
return 3
|
||
}
|
||
if received > 0 {
|
||
return 2
|
||
}
|
||
return 1
|
||
}
|
||
|
||
// strVal 安全取字符串：nil / 非字符串时返回空串，避免写出 "<nil>"。
|
||
func strVal(v interface{}) string {
|
||
if v == nil {
|
||
return ""
|
||
}
|
||
if s, ok := v.(string); ok {
|
||
return s
|
||
}
|
||
return fmt.Sprintf("%v", v)
|
||
}
|
||
|
||
// applyPaybackReceived 按明细重算计划总额、已回款金额与状态。
|
||
func applyPaybackReceived(row *models.TenantCrmPayback) {
|
||
items := parsePaybackItems(row.Items)
|
||
var total, received float64
|
||
allDone := len(items) > 0
|
||
for i := range items {
|
||
if items[i].Status == 0 {
|
||
items[i].Status = itemStatus(items[i].ReceivedAmount, items[i].Amount)
|
||
}
|
||
if items[i].Status != 3 {
|
||
allDone = false
|
||
}
|
||
total = round2(total + items[i].Amount)
|
||
received = round2(received + items[i].ReceivedAmount)
|
||
}
|
||
row.TotalAmount = total
|
||
row.ReceivedAmount = received
|
||
if out, err := json.Marshal(items); err == nil {
|
||
row.Items = string(out)
|
||
}
|
||
// 状态：1进行中 / 2已完成（全部明细回款完成）
|
||
if allDone {
|
||
row.Status = 2
|
||
} else if row.Status == 0 {
|
||
row.Status = 1
|
||
}
|
||
}
|
||
|
||
// fillFromContract 由关联合同补齐合同编号 / 名称 / 客户 / 合同金额（仅在字段为空时填充）。
|
||
func (c *BackendCrmPaybackController) fillFromContract(tenantID string, contractID uint64, row *models.TenantCrmPayback) {
|
||
if contractID == 0 {
|
||
return
|
||
}
|
||
var ct models.TenantCrmContract
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
Filter("id", contractID).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&ct); err != nil {
|
||
return
|
||
}
|
||
row.ContractID = &ct.ID
|
||
if row.ContractNo == "" {
|
||
row.ContractNo = ct.ContractNo
|
||
}
|
||
if row.ContractName == "" {
|
||
row.ContractName = ct.ContractName
|
||
}
|
||
if row.ContractAmount <= 0 {
|
||
row.ContractAmount = ct.TotalAmount
|
||
}
|
||
if row.CustomerName == "" {
|
||
var parties []map[string]interface{}
|
||
_ = json.Unmarshal([]byte(ct.Parties), &parties)
|
||
for _, party := range parties {
|
||
if fmt.Sprintf("%v", party["ref_type"]) != "1" {
|
||
continue
|
||
}
|
||
row.CustomerName = strings.TrimSpace(strVal(party["ref_name"]))
|
||
if cid := uint64(toFloat64(party["ref_id"])); cid > 0 {
|
||
row.CustomerID = &cid
|
||
}
|
||
break
|
||
}
|
||
}
|
||
}
|
||
|
||
// formatAmount 金额文案（用于操作日志）。
|
||
func formatAmount(n float64) string {
|
||
return strconv.FormatFloat(round2(n), 'f', 2, 64)
|
||
}
|
||
|
||
// ========================== 回款记录（回款进度流水） ==========================
|
||
//
|
||
// 以「回款计划」为先导条件：每次「新建回款」追加一条记录，构成回款进度列表（一笔笔实际到账）；
|
||
// 计划表的 received_amount / status 由本表金额汇总回写（refreshPlanReceived）。
|
||
|
||
// RecordList GET /backend/crm/payback/record/list
|
||
// 回款进度：按合同 / 计划返回一笔笔实际回款记录，并给出计划总额与已回款汇总。
|
||
func (c *BackendCrmPaybackController) RecordList() {
|
||
claims, err := pipelineClaims(&c.Controller)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||
return
|
||
}
|
||
tenantID := pipelineTenantID(claims)
|
||
contractID, _ := c.GetUint64("contract_id")
|
||
paybackID, _ := c.GetUint64("payback_id")
|
||
|
||
cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
|
||
if contractID > 0 {
|
||
cond = cond.And("contract_id", contractID)
|
||
}
|
||
if paybackID > 0 {
|
||
cond = cond.And("payback_id", paybackID)
|
||
}
|
||
list := make([]models.TenantCrmPaybackRecord, 0)
|
||
_, _ = models.Orm.QueryTable(new(models.TenantCrmPaybackRecord)).
|
||
SetCond(cond).OrderBy("-received_date", "-id").All(&list)
|
||
|
||
// 汇总：回款计划的计划总额与已回款；带 contract_id 时只统计该合同，否则统计全部
|
||
// （已回款由回款记录汇总回写，兼容历史计划）
|
||
var totalPlanned, totalReceived float64
|
||
planCond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
|
||
if contractID > 0 {
|
||
planCond = planCond.And("contract_id", contractID)
|
||
}
|
||
var plans []models.TenantCrmPayback
|
||
_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(planCond).All(&plans)
|
||
for _, p := range plans {
|
||
totalPlanned = round2(totalPlanned + p.TotalAmount)
|
||
totalReceived = round2(totalReceived + p.ReceivedAmount)
|
||
}
|
||
pipelineOk(&c.Controller, map[string]interface{}{
|
||
"list": list, "total": len(list),
|
||
"total_planned": totalPlanned, "total_received": totalReceived,
|
||
})
|
||
}
|
||
|
||
// CreateRecord POST /backend/crm/payback/record
|
||
// 新建回款：以回款计划为先导，追加一条实际回款记录，并回写计划的已回款金额与状态。
|
||
func (c *BackendCrmPaybackController) CreateRecord() {
|
||
claims, err := pipelineClaims(&c.Controller)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||
return
|
||
}
|
||
raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||
var p struct {
|
||
PaybackID uint64 `json:"payback_id"`
|
||
Amount float64 `json:"amount"`
|
||
ReceivedDate string `json:"received_date"`
|
||
PayMethod int8 `json:"pay_method"`
|
||
ReceiptURL string `json:"receipt_url"`
|
||
ReceiptName string `json:"receipt_name"`
|
||
Remark string `json:"remark"`
|
||
}
|
||
if err := json.Unmarshal(raw, &p); err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||
return
|
||
}
|
||
if p.PaybackID == 0 {
|
||
pipelineErr(&c.Controller, 400, 400, "请先选择回款计划")
|
||
return
|
||
}
|
||
if round2(p.Amount) <= 0 {
|
||
pipelineErr(&c.Controller, 400, 400, "请填写本次回款金额")
|
||
return
|
||
}
|
||
tenantID := pipelineTenantID(claims)
|
||
// 回款计划必须存在且属于当前租户（回款进度以计划为先导条件）
|
||
var plan models.TenantCrmPayback
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
|
||
Filter("id", p.PaybackID).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&plan); err != nil {
|
||
pipelineErr(&c.Controller, 404, 404, "回款计划不存在")
|
||
return
|
||
}
|
||
payMethod := p.PayMethod
|
||
if payMethod <= 0 {
|
||
payMethod = plan.PayMethod
|
||
}
|
||
var contractID *uint64
|
||
if plan.ContractID != nil {
|
||
cid := *plan.ContractID
|
||
contractID = &cid
|
||
}
|
||
now := time.Now()
|
||
row := models.TenantCrmPaybackRecord{
|
||
TenantID: tenantID,
|
||
ContractID: contractID,
|
||
PaybackID: plan.ID,
|
||
Amount: round2(p.Amount),
|
||
ReceivedDate: strings.TrimSpace(p.ReceivedDate),
|
||
PayMethod: payMethod,
|
||
ReceiptURL: strings.TrimSpace(p.ReceiptURL),
|
||
ReceiptName: strings.TrimSpace(p.ReceiptName),
|
||
Remark: strings.TrimSpace(p.Remark),
|
||
OwnerUserID: plan.OwnerUserID,
|
||
OwnerUserName: plan.OwnerUserName,
|
||
CreateUserID: pipelineUID(claims),
|
||
CreateTime: now,
|
||
UpdateTime: now,
|
||
}
|
||
id, ierr := models.Orm.Insert(&row)
|
||
if ierr != nil {
|
||
pipelineErr(&c.Controller, 500, 500, "保存失败: "+ierr.Error())
|
||
return
|
||
}
|
||
refreshPlanReceived(tenantID, plan.ID)
|
||
if contractID != nil {
|
||
crmWriteLog(tenantID, 3, *contractID, "payback",
|
||
fmt.Sprintf("新建回款：%s 元（%s）", formatAmount(row.Amount), row.ReceivedDate), claims)
|
||
}
|
||
pipelineOk(&c.Controller, map[string]interface{}{"id": id})
|
||
}
|
||
|
||
// DeleteRecord DELETE /backend/crm/payback/record/:id
|
||
// 删除一条回款记录（软删除），并回写计划的已回款金额与状态。
|
||
func (c *BackendCrmPaybackController) DeleteRecord() {
|
||
claims, err := pipelineClaims(&c.Controller)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 401, 401, err.Error())
|
||
return
|
||
}
|
||
id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
|
||
if id == 0 {
|
||
pipelineErr(&c.Controller, 400, 400, "无效的ID")
|
||
return
|
||
}
|
||
tenantID := pipelineTenantID(claims)
|
||
var row models.TenantCrmPaybackRecord
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmPaybackRecord)).
|
||
Filter("id", id).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&row); err != nil {
|
||
pipelineErr(&c.Controller, 404, 404, "回款记录不存在")
|
||
return
|
||
}
|
||
now := time.Now()
|
||
if _, err := models.Orm.QueryTable(new(models.TenantCrmPaybackRecord)).
|
||
Filter("id", id).Filter("tenant_id", tenantID).
|
||
Update(orm.Params{"delete_time": now, "update_time": now}); err != nil {
|
||
pipelineErr(&c.Controller, 500, 500, "删除失败: "+err.Error())
|
||
return
|
||
}
|
||
refreshPlanReceived(tenantID, row.PaybackID)
|
||
pipelineOk(&c.Controller, map[string]interface{}{"id": id})
|
||
}
|
||
|
||
// refreshPlanReceived 按回款记录重算计划的已回款金额，并同步计划状态（1进行中 / 2已完成）。
|
||
func refreshPlanReceived(tenantID string, paybackID uint64) {
|
||
if paybackID == 0 {
|
||
return
|
||
}
|
||
var rows []orm.Params
|
||
sql := "SELECT IFNULL(SUM(amount),0) AS received FROM " +
|
||
new(models.TenantCrmPaybackRecord).TableName() +
|
||
" WHERE tenant_id = ? AND payback_id = ? AND delete_time IS NULL"
|
||
if _, err := models.Orm.Raw(sql, tenantID, paybackID).Values(&rows); err != nil || len(rows) == 0 {
|
||
return
|
||
}
|
||
received := round2(toFloat64(rows[0]["received"]))
|
||
var plan models.TenantCrmPayback
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
|
||
Filter("id", paybackID).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&plan); err != nil {
|
||
return
|
||
}
|
||
status := int8(1)
|
||
if plan.TotalAmount > 0 && received+0.005 >= plan.TotalAmount {
|
||
status = 2
|
||
}
|
||
_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).
|
||
Filter("id", paybackID).Filter("tenant_id", tenantID).
|
||
Update(orm.Params{"received_amount": received, "status": status, "update_time": time.Now()})
|
||
}
|