Files
yunzerwebsiteallinone/go/controllers/backend_crm_project.go
T

642 lines
22 KiB
Go

package controllers
import (
"encoding/json"
"io"
"path/filepath"
"strconv"
"strings"
"time"
"server/models"
"server/pkg/jwtutil"
"server/services"
"github.com/beego/beego/v2/client/orm"
beego "github.com/beego/beego/v2/server/web"
)
// BackendCrmProjectController CRM 项目管理
type BackendCrmProjectController struct {
beego.Controller
}
type projectPayload struct {
ProjectName string `json:"project_name"`
ProjectNo string `json:"project_no"`
CustomerID uint64 `json:"customer_id"`
CustomerName string `json:"customer_name"`
OwnerUserID string `json:"owner_user_id"`
OwnerUserName string `json:"owner_user_name"`
Industry string `json:"industry"`
Amount float64 `json:"amount"`
Status int8 `json:"status"`
StartDate string `json:"start_date"`
EndDate string `json:"end_date"`
ContactPerson string `json:"contact_person"`
ContactPosition string `json:"contact_position"`
ContactPhone string `json:"contact_phone"`
Address string `json:"address"`
Remark string `json:"remark"`
}
// List GET /backend/crm/project/list
func (c *BackendCrmProjectController) List() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
page, _ := c.GetInt("page", 1)
pageSize, _ := c.GetInt("pageSize", 20)
if page < 1 {
page = 1
}
if pageSize < 1 || pageSize > 100 {
pageSize = 20
}
keyword := strings.TrimSpace(c.GetString("keyword"))
status := strings.TrimSpace(c.GetString("status"))
ownerID := strings.TrimSpace(c.GetString("owner_user_id"))
tenantID := pipelineTenantID(claims)
cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
if keyword != "" {
kw := orm.NewCondition().
Or("project_name__contains", keyword).
Or("project_no__contains", keyword).
Or("customer_name__contains", keyword)
cond = cond.AndCond(kw)
}
if status != "" {
cond = cond.And("status", status)
}
if ownerID != "" {
cond = cond.And("owner_user_id", ownerID)
}
qs := models.Orm.QueryTable(new(models.TenantCrmProject)).SetCond(cond)
total, _ := qs.Count()
var list []models.TenantCrmProject
if total > 0 {
_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
}
attachBusinessName(tenantID, list)
pipelineOk(&c.Controller, map[string]interface{}{
"list": list, "total": total, "page": page, "pageSize": pageSize,
})
}
// Detail GET /backend/crm/project/:id
func (c *BackendCrmProjectController) Detail() {
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
}
var proj models.TenantCrmProject
err = models.Orm.QueryTable(new(models.TenantCrmProject)).
Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
Filter("delete_time__isnull", true).One(&proj)
if err != nil {
pipelineErr(&c.Controller, 404, 404, "项目未找到")
return
}
tmp := []models.TenantCrmProject{proj}
attachBusinessName(pipelineTenantID(claims), tmp)
proj.BusinessName = tmp[0].BusinessName
// 存量项目兜底:确保文档库「共享文档 / 项目文档」下已建立同名文件夹(失败静默,不影响详情)
if proj.DocCategoryID == 0 {
if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, 0); err == nil && cid > 0 {
proj.DocCategoryID = cid
}
}
pipelineOk(&c.Controller, proj)
}
// Create POST /backend/crm/project
func (c *BackendCrmProjectController) Create() {
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 projectPayload
if err := json.Unmarshal(raw, &p); err != nil {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
if strings.TrimSpace(p.ProjectName) == "" {
pipelineErr(&c.Controller, 400, 400, "项目名称不能为空")
return
}
tenantID := pipelineTenantID(claims)
var custIDVal *uint64
customerName := strings.TrimSpace(p.CustomerName)
if p.CustomerID > 0 {
var cust models.TenantCrmCustomer
if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&cust); err == nil {
cid := cust.ID
custIDVal = &cid
customerName = cust.CustomerName
}
}
status := p.Status
if status == 0 {
status = 1
}
now := time.Now()
proj := models.TenantCrmProject{
TenantID: tenantID,
ProjectName: strings.TrimSpace(p.ProjectName),
ProjectNo: strings.TrimSpace(p.ProjectNo),
CustomerID: custIDVal,
CustomerName: customerName,
OwnerUserID: firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
OwnerUserName: firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
Industry: strings.TrimSpace(p.Industry),
Amount: p.Amount,
Status: status,
StartDate: parsePipelineDate(p.StartDate),
EndDate: parsePipelineDate(p.EndDate),
ContactPerson: strings.TrimSpace(p.ContactPerson),
ContactPosition: strings.TrimSpace(p.ContactPosition),
ContactPhone: strings.TrimSpace(p.ContactPhone),
Address: strings.TrimSpace(p.Address),
Remark: p.Remark,
CreateUserID: pipelineUID(claims),
CreateTime: now,
UpdateTime: now,
}
id, err := models.Orm.Insert(&proj)
if err != nil {
pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
return
}
// 项目建立后,同步在文档库「共享文档 / 项目文档」下建立同名文件夹(失败不影响项目创建)
if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, uint64(id), proj.ProjectName, 0); err == nil {
proj.DocCategoryID = cid
}
crmWriteLog(tenantID, 3, uint64(id), "create", "创建项目:"+proj.ProjectName, claims)
pipelineOk(&c.Controller, map[string]interface{}{"id": id, "doc_category_id": proj.DocCategoryID})
}
// Update PUT /backend/crm/project/:id
func (c *BackendCrmProjectController) Update() {
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
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
var p projectPayload
if err := json.Unmarshal(raw, &p); err != nil {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
tenantID := pipelineTenantID(claims)
var proj models.TenantCrmProject
if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
Filter("id", id).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&proj); err != nil {
pipelineErr(&c.Controller, 404, 404, "项目未找到")
return
}
if strings.TrimSpace(p.ProjectName) == "" {
pipelineErr(&c.Controller, 400, 400, "项目名称不能为空")
return
}
proj.ProjectName = strings.TrimSpace(p.ProjectName)
proj.ProjectNo = strings.TrimSpace(p.ProjectNo)
if p.CustomerID > 0 {
var cust models.TenantCrmCustomer
if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&cust); err == nil {
cid := cust.ID
proj.CustomerID = &cid
proj.CustomerName = cust.CustomerName
}
} else if strings.TrimSpace(p.CustomerName) != "" {
proj.CustomerName = strings.TrimSpace(p.CustomerName)
}
if strings.TrimSpace(p.OwnerUserID) != "" {
proj.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
}
if strings.TrimSpace(p.OwnerUserName) != "" {
proj.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
}
proj.Industry = strings.TrimSpace(p.Industry)
proj.Amount = p.Amount
if p.Status != 0 {
proj.Status = p.Status
}
proj.StartDate = parsePipelineDate(p.StartDate)
proj.EndDate = parsePipelineDate(p.EndDate)
proj.ContactPerson = strings.TrimSpace(p.ContactPerson)
proj.ContactPosition = strings.TrimSpace(p.ContactPosition)
proj.ContactPhone = strings.TrimSpace(p.ContactPhone)
proj.Address = strings.TrimSpace(p.Address)
proj.Remark = p.Remark
proj.UpdateTime = time.Now()
if _, err := models.Orm.Update(&proj); err != nil {
pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
return
}
// 项目改名时同步重命名文档库中的项目文件夹(失败静默,不影响项目更新)
if proj.DocCategoryID > 0 {
_ = services.RenameCrmProjectDocCategory(claims.TenantId, proj.DocCategoryID, proj.ProjectName)
}
crmWriteLog(tenantID, 3, proj.ID, "update", "更新项目:"+proj.ProjectName, claims)
pipelineOk(&c.Controller, map[string]interface{}{"id": proj.ID})
}
// Delete DELETE /backend/crm/project/:id
func (c *BackendCrmProjectController) Delete() {
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 proj models.TenantCrmProject
if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
Filter("id", id).Filter("tenant_id", tenantID).
Filter("delete_time__isnull", true).One(&proj); err != nil {
pipelineErr(&c.Controller, 404, 404, "项目未找到")
return
}
if !canDeleteCrmRecord(claims, proj.CreateUserID) {
pipelineErr(&c.Controller, 403, 403, "只有创建人、租户管理员或平台管理员可以删除该项目")
return
}
now := time.Now()
_, err = models.Orm.QueryTable(new(models.TenantCrmProject)).
Filter("id", id).Filter("tenant_id", tenantID).
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
}
pipelineOk(&c.Controller, nil)
}
// ========================== 项目文档(OA 文档库绑定) ==========================
// projectDocItem 项目文档条目:文档库文档 + 所在文件夹名称。
type projectDocItem struct {
models.OaDoc
FolderName string `json:"folder_name"`
}
// projectDocContext 解析项目并确保其在文档库「共享文档 / 项目文档」下的同名文件夹存在。
// 存量项目(doc_category_id=0)在首次访问项目文档时自动补建,保证历史项目也能在文档库中看到。
// 失败时已写出错误响应,返回 ok=false。
func (c *BackendCrmProjectController) projectDocContext(claims *jwtutil.Claims) (*models.TenantCrmProject, uint64, bool) {
id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
if id == 0 {
pipelineErr(&c.Controller, 400, 400, "无效的ID")
return nil, 0, false
}
var proj models.TenantCrmProject
if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
Filter("delete_time__isnull", true).One(&proj); err != nil {
pipelineErr(&c.Controller, 404, 404, "项目未找到")
return nil, 0, false
}
cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, proj.DocCategoryID)
if err != nil || cid == 0 {
pipelineErr(&c.Controller, 500, 500, "项目文档文件夹准备失败")
return nil, 0, false
}
proj.DocCategoryID = cid
return &proj, cid, true
}
// DocList GET /backend/crm/project/:id/docs
// 项目文档列表:读取文档库中该项目文件夹(含子文件夹)下的全部文档,与文档库内容实时一致。
func (c *BackendCrmProjectController) DocList() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
proj, cid, ok := c.projectDocContext(claims)
if !ok {
return
}
page, _ := c.GetInt("page", 1)
pageSize, _ := c.GetInt("pageSize", 20)
if page < 1 {
page = 1
}
if pageSize < 1 || pageSize > 200 {
pageSize = 20
}
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
// 可选按文件夹筛选(含其子文件夹);不属于项目文件夹的参数回落到项目根,避免越权查询
filterCategory := cid
if v, _ := c.GetUint64("category_id"); v > 0 && services.CrmProjectDocCategoryInScope(actor, cid, v) {
filterCategory = v
}
list, total, err := services.OaDocList(actor, services.OaDocListParams{
Actor: actor,
Scope: models.DocScopeShared,
Keyword: strings.TrimSpace(c.GetString("keyword")),
CategoryID: filterCategory,
Status: -1,
DocType: -1,
Star: -1,
Page: page,
PageSize: pageSize,
})
if err != nil {
pipelineErr(&c.Controller, 500, 500, "查询失败: "+err.Error())
return
}
// 附带所在文件夹名称(项目文件夹本身或其中子分类)
nameMap := services.CrmProjectDocCategoryNameMap(claims.TenantId)
items := make([]projectDocItem, 0, len(list))
for _, d := range list {
folder := nameMap[d.CategoryID]
if folder == "" {
folder = proj.ProjectName
}
items = append(items, projectDocItem{OaDoc: d, FolderName: folder})
}
// 项目文件夹树(根为项目文件夹),供前端选择/新建子文件夹
folders, err := services.CrmProjectDocFolderTree(actor, cid)
if err != nil {
folders = []*services.ProjectDocFolder{}
}
pipelineOk(&c.Controller, map[string]interface{}{
"category_id": cid,
"category_name": proj.ProjectName,
"folders": folders,
"list": items,
"total": total,
"page": page,
"pageSize": pageSize,
})
}
// DocUpload POST /backend/crm/project/:id/doc-upload
// 上传项目文档:文件先经 POST /backend/uploadfile 上传,再调用本接口把元数据写入文档库项目文件夹,
// 同时同步登记一条 CRM 附件,保证项目「附件」链路同样可见。
func (c *BackendCrmProjectController) DocUpload() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
proj, cid, ok := c.projectDocContext(claims)
if !ok {
return
}
var p struct {
FileID uint64 `json:"file_id"`
FileName string `json:"file_name"`
FileURL string `json:"file_url"`
FileSize int64 `json:"file_size"`
Ext string `json:"ext"`
Title string `json:"title"`
Summary string `json:"summary"`
CategoryID uint64 `json:"category_id"` // 目标文件夹,0=项目根文件夹
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
if err := json.Unmarshal(raw, &p); err != nil {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
fileName := strings.TrimSpace(p.FileName)
fileURL := strings.TrimSpace(p.FileURL)
if fileName == "" || fileURL == "" {
pipelineErr(&c.Controller, 400, 400, "文件信息不完整")
return
}
ext := strings.ToLower(strings.TrimPrefix(strings.TrimSpace(p.Ext), "."))
if ext == "" {
ext = strings.ToLower(strings.TrimPrefix(filepath.Ext(fileName), "."))
}
var size uint64
if p.FileSize > 0 {
size = uint64(p.FileSize)
}
operatorName := resolveUserName(claims)
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
// 目标文件夹:默认项目根文件夹;指定时必须在项目文件夹内
targetCategory := cid
if p.CategoryID > 0 {
if !services.CrmProjectDocCategoryInScope(actor, cid, p.CategoryID) {
pipelineErr(&c.Controller, 403, 403, "只能上传到项目自己的文件夹内")
return
}
targetCategory = p.CategoryID
}
doc, err := services.OaDocCreate(actor, operatorName, services.OaDocSaveParams{
SetCategory: true,
CategoryID: targetCategory,
SetVisibility: true,
Visibility: models.DocVisibilityPublic,
Title: strings.TrimSpace(p.Title),
FileID: p.FileID,
FileURL: fileURL,
FileName: fileName,
Ext: ext,
Size: size,
Summary: strings.TrimSpace(p.Summary),
Status: models.DocStatusPublish,
OwnerID: uint64(claims.UserID),
OwnerName: operatorName,
})
if err != nil {
pipelineErr(&c.Controller, 400, 400, "同步文档库失败: "+err.Error())
return
}
// 同步登记 CRM 附件(失败不影响文档库结果)
now := time.Now()
var fileIDPtr *uint64
if doc.FileID > 0 {
fid := doc.FileID
fileIDPtr = &fid
}
_, _ = models.Orm.Insert(&models.TenantCrmAttach{
TenantID: pipelineTenantID(claims),
RelatedType: 3,
RelatedID: proj.ID,
FileID: fileIDPtr,
FileName: doc.FileName,
FileURL: doc.FileURL,
FileSize: int64(doc.Size),
UploaderID: pipelineUID(claims),
UploaderName: operatorName,
CreateTime: now,
UpdateTime: now,
})
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "上传项目文档:"+doc.Title, claims)
pipelineOk(&c.Controller, doc)
}
// DocDelete POST /backend/crm/project/:id/doc-delete
// 删除项目文档:同步软删文档库文档与对应的 CRM 附件记录。
func (c *BackendCrmProjectController) DocDelete() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
proj, cid, ok := c.projectDocContext(claims)
if !ok {
return
}
var p struct {
DocID uint64 `json:"doc_id"`
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
if err := json.Unmarshal(raw, &p); err != nil || p.DocID == 0 {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
doc, err := services.OaDocGet(actor, p.DocID)
if err != nil {
pipelineErr(&c.Controller, 404, 404, "文档不存在")
return
}
// 仅允许删除本项目文件夹(含子文件夹)内的文档
if !services.CrmProjectDocCategoryInScope(actor, cid, doc.CategoryID) {
pipelineErr(&c.Controller, 403, 403, "该文档不属于当前项目")
return
}
if _, err := services.OaDocDelete(actor, []uint64{doc.ID}); err != nil {
pipelineErr(&c.Controller, 400, 400, err.Error())
return
}
// 同步软删 CRM 附件记录(按文件ID匹配,缺失时按文件名+地址匹配)
now := time.Now()
q := models.Orm.QueryTable(new(models.TenantCrmAttach)).
Filter("tenant_id", pipelineTenantID(claims)).
Filter("related_type", 3).
Filter("related_id", proj.ID).
Filter("delete_time__isnull", true)
if doc.FileID > 0 {
q = q.Filter("file_id", doc.FileID)
} else {
q = q.Filter("file_name", doc.FileName).Filter("file_url", doc.FileURL)
}
_, _ = q.Update(map[string]interface{}{"delete_time": now, "update_time": now})
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "删除项目文档:"+doc.Title, claims)
pipelineOk(&c.Controller, nil)
}
// DocFolderCreate POST /backend/crm/project/:id/doc-folder
// 在项目文件夹下新建子文件夹(对应文档库中的文档分类),用于分类存放项目文档。
// parent_id 缺省时建在项目根文件夹下;只允许在项目自己的文件夹树内创建。
func (c *BackendCrmProjectController) DocFolderCreate() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
proj, cid, ok := c.projectDocContext(claims)
if !ok {
return
}
var p struct {
Name string `json:"name"`
ParentID uint64 `json:"parent_id"`
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
if err := json.Unmarshal(raw, &p); err != nil {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
name := strings.TrimSpace(p.Name)
if name == "" {
pipelineErr(&c.Controller, 400, 400, "请输入文件夹名称")
return
}
parentID := p.ParentID
if parentID == 0 {
parentID = cid
}
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
if !services.CrmProjectDocCategoryInScope(actor, cid, parentID) {
pipelineErr(&c.Controller, 403, 403, "只能在项目文件夹内创建子文件夹")
return
}
item, err := services.OaDocCategoryCreate(actor, models.DocScopeShared, parentID, name, "项目文档:"+proj.ProjectName, 0)
if err != nil {
pipelineErr(&c.Controller, 400, 400, err.Error())
return
}
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "新建项目文档文件夹:"+item.Name, claims)
pipelineOk(&c.Controller, item)
}
// DocFolderDelete POST /backend/crm/project/:id/doc-folder-delete
// 删除项目内的子文件夹(需为空:无子文件夹、无文档);项目根文件夹不可删除。
func (c *BackendCrmProjectController) DocFolderDelete() {
claims, err := pipelineClaims(&c.Controller)
if err != nil {
pipelineErr(&c.Controller, 401, 401, err.Error())
return
}
proj, cid, ok := c.projectDocContext(claims)
if !ok {
return
}
var p struct {
FolderID uint64 `json:"folder_id"`
}
raw, _ := io.ReadAll(c.Ctx.Request.Body)
if err := json.Unmarshal(raw, &p); err != nil || p.FolderID == 0 {
pipelineErr(&c.Controller, 400, 400, "参数错误")
return
}
if p.FolderID == cid {
pipelineErr(&c.Controller, 400, 400, "项目根文件夹不可删除")
return
}
actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
if !services.CrmProjectDocCategoryInScope(actor, cid, p.FolderID) {
pipelineErr(&c.Controller, 403, 403, "该文件夹不属于当前项目")
return
}
var folder models.OaDocCategory
if err := models.Orm.QueryTable(new(models.OaDocCategory)).
Filter("tid", claims.TenantId).Filter("id", p.FolderID).
Filter("is_deleted", 0).One(&folder); err != nil {
pipelineErr(&c.Controller, 404, 404, "文件夹不存在")
return
}
if err := services.OaDocCategoryDelete(actor, p.FolderID); err != nil {
pipelineErr(&c.Controller, 400, 400, err.Error())
return
}
crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "删除项目文档文件夹:"+folder.Name, claims)
pipelineOk(&c.Controller, nil)
}