545 lines
18 KiB
Go
545 lines
18 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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// BackendCrmClueController CRM 线索管理
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type BackendCrmClueController struct {
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beego.Controller
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}
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// cluePayload 线索新增/编辑请求体
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type cluePayload struct {
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ClueName string `json:"clue_name"`
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CustomerName string `json:"customer_name"`
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Source string `json:"source"`
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OwnerUserID string `json:"owner_user_id"`
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OwnerUserName string `json:"owner_user_name"`
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Industry string `json:"industry"`
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Amount float64 `json:"amount"` // 预计金额
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NextContactTime string `json:"next_contact_time"`
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ClueLevel string `json:"clue_level"`
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// 线索状态：1跟进中 / 2已转化 / 3已废弃（编辑时可调整；新增固定为跟进中）
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Status string `json:"status"`
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ContactPerson string `json:"contact_person"`
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ContactPosition string `json:"contact_position"`
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ContactPhone string `json:"contact_phone"`
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ContactWechat string `json:"contact_wechat"`
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ContactQQ string `json:"contact_qq"`
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Address string `json:"address"`
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Remark string `json:"remark"`
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}
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// List GET /backend/crm/clue/list
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func (c *BackendCrmClueController) 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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source := strings.TrimSpace(c.GetString("source"))
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level := strings.TrimSpace(c.GetString("clue_level"))
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status := strings.TrimSpace(c.GetString("status"))
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ownerID := strings.TrimSpace(c.GetString("owner_user_id"))
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tenantID := pipelineTenantID(claims)
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cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
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// 数据范围：平台/租户管理员可见全部，其他用户仅本人（负责人或创建人）
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cond = crmApplyOwnerScope(cond, claims)
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if keyword != "" {
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kw := orm.NewCondition().
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Or("clue_name__contains", keyword).
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Or("customer_name__contains", keyword).
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Or("contact_person__contains", keyword).
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Or("contact_phone__contains", keyword)
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cond = cond.AndCond(kw)
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}
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if source != "" {
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cond = cond.And("source", source)
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}
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if level != "" {
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cond = cond.And("clue_level", level)
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}
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if status != "" {
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cond = cond.And("status", status)
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}
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if ownerID != "" {
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cond = cond.And("owner_user_id", ownerID)
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}
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qs := models.Orm.QueryTable(new(models.TenantCrmClue)).SetCond(cond)
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total, _ := qs.Count()
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var list []models.TenantCrmClue
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if total > 0 {
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// 列表排列：跟进中(1) → 已转化(2) → 已废弃(3)，同状态下按新→旧。
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// 状态值本身即为期望的展示顺序，按 status 升序即可（排序在数据库侧完成，翻页后整体顺序一致）。
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_, _ = qs.OrderBy("status", "-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
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}
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pipelineOk(&c.Controller, map[string]interface{}{
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"list": list, "total": total, "page": page, "pageSize": pageSize,
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})
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}
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// Detail GET /backend/crm/clue/:id
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func (c *BackendCrmClueController) 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 clue models.TenantCrmClue
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err = models.Orm.QueryTable(new(models.TenantCrmClue)).
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Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
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Filter("delete_time__isnull", true).One(&clue)
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if err != nil {
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pipelineErr(&c.Controller, 404, 404, "线索未找到")
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return
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}
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// 数据范围校验：非管理员仅能操作本人（负责人或创建人）的数据
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if !canAccessCrmRecord(claims, clue.OwnerUserID, clue.CreateUserID) {
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pipelineErr(&c.Controller, 403, 403, "无权操作该线索数据")
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return
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}
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pipelineOk(&c.Controller, clue)
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}
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// Create POST /backend/crm/clue
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func (c *BackendCrmClueController) 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 cluePayload
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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.ClueName) == "" {
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pipelineErr(&c.Controller, 400, 400, "线索名称不能为空")
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return
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}
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if strings.TrimSpace(p.CustomerName) == "" {
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pipelineErr(&c.Controller, 400, 400, "客户名称不能为空")
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return
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}
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now := time.Now()
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ownerID := strings.TrimSpace(p.OwnerUserID)
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ownerName := strings.TrimSpace(p.OwnerUserName)
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if ownerID == "" {
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ownerID = pipelineUID(claims)
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}
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if ownerName == "" {
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ownerName = resolveUserName(claims)
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}
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level := strings.TrimSpace(p.ClueLevel)
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if level == "" {
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level = "2"
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}
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clue := models.TenantCrmClue{
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TenantID: pipelineTenantID(claims),
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ClueName: strings.TrimSpace(p.ClueName),
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CustomerName: strings.TrimSpace(p.CustomerName),
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Source: strings.TrimSpace(p.Source),
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OwnerUserID: ownerID,
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OwnerUserName: ownerName,
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Industry: strings.TrimSpace(p.Industry),
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Amount: p.Amount,
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NextContactTime: parsePipelineDateTime(p.NextContactTime),
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ClueLevel: level,
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ContactPerson: strings.TrimSpace(p.ContactPerson),
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ContactPosition: strings.TrimSpace(p.ContactPosition),
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ContactPhone: strings.TrimSpace(p.ContactPhone),
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ContactWechat: strings.TrimSpace(p.ContactWechat),
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ContactQQ: strings.TrimSpace(p.ContactQQ),
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Address: strings.TrimSpace(p.Address),
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Status: 1,
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Locked: 0,
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Remark: p.Remark,
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CreateUserID: pipelineUID(claims),
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CreateTime: now,
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UpdateTime: now,
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}
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// 唯一性校验：同租户内不允许重复创建同名线索（重复数据请联系管理员转移跟进）
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if crmNameDuplicated(new(models.TenantCrmClue), clue.TenantID, "clue_name", clue.ClueName) {
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pipelineErr(&c.Controller, 409, 409, "该线索名称已存在（可能由其他同事创建），如需继续跟进请联系管理员转移")
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return
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}
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id, err := models.Orm.Insert(&clue)
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if err != nil {
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pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
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return
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}
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crmWriteLog(clue.TenantID, 1, uint64(id), "create", "创建线索："+clue.ClueName, claims)
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pipelineOk(&c.Controller, map[string]interface{}{"id": id})
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}
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// Update PUT /backend/crm/clue/:id
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func (c *BackendCrmClueController) 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 cluePayload
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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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var clue models.TenantCrmClue
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err = models.Orm.QueryTable(new(models.TenantCrmClue)).
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Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
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Filter("delete_time__isnull", true).One(&clue)
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if err != nil {
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pipelineErr(&c.Controller, 404, 404, "线索未找到")
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return
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}
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// 数据范围校验：非管理员仅能操作本人（负责人或创建人）的数据
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if !canAccessCrmRecord(claims, clue.OwnerUserID, clue.CreateUserID) {
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pipelineErr(&c.Controller, 403, 403, "无权操作该线索数据")
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return
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}
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if clue.Locked == 1 {
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pipelineErr(&c.Controller, 400, 400, "线索已转化并锁定，不能编辑")
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return
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}
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if strings.TrimSpace(p.ClueName) == "" {
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pipelineErr(&c.Controller, 400, 400, "线索名称不能为空")
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return
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}
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clue.ClueName = strings.TrimSpace(p.ClueName)
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clue.CustomerName = strings.TrimSpace(p.CustomerName)
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clue.Source = strings.TrimSpace(p.Source)
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if strings.TrimSpace(p.OwnerUserID) != "" {
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clue.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
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}
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if strings.TrimSpace(p.OwnerUserName) != "" {
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clue.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
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}
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clue.Industry = strings.TrimSpace(p.Industry)
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clue.Amount = p.Amount
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clue.NextContactTime = parsePipelineDateTime(p.NextContactTime)
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if strings.TrimSpace(p.ClueLevel) != "" {
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clue.ClueLevel = strings.TrimSpace(p.ClueLevel)
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}
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clue.ContactPerson = strings.TrimSpace(p.ContactPerson)
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clue.ContactPosition = strings.TrimSpace(p.ContactPosition)
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clue.ContactPhone = strings.TrimSpace(p.ContactPhone)
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clue.ContactWechat = strings.TrimSpace(p.ContactWechat)
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clue.ContactQQ = strings.TrimSpace(p.ContactQQ)
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clue.Address = strings.TrimSpace(p.Address)
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clue.Remark = p.Remark
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// 线索状态：编辑时可直接管理（1跟进中 / 2已转化 / 3已废弃）。
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// 标为「已转化」时与转化流程保持一致：同时锁定（locked=1），列表中沉底且不能再编辑 / 转化；
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// 改回跟进中 / 已废弃则解除锁定（历史数据同样兜底）。
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prevStatus := clue.Status
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if s := strings.TrimSpace(p.Status); s != "" {
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if v, err := strconv.Atoi(s); err == nil && v >= 1 && v <= 3 {
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clue.Status = int8(v)
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clue.Locked = 0
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if clue.Status == 2 {
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clue.Locked = 1
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}
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}
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}
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clue.UpdateTime = time.Now()
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if _, err := models.Orm.Update(&clue); 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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if clue.Status != prevStatus {
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crmWriteLog(clue.TenantID, 1, clue.ID, "status",
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fmt.Sprintf("线索状态：%s → %s", clueStatusName(prevStatus), clueStatusName(clue.Status)), claims)
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}
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crmWriteLog(clue.TenantID, 1, clue.ID, "update", "更新线索："+clue.ClueName, claims)
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pipelineOk(&c.Controller, map[string]interface{}{"id": clue.ID})
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}
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// clueStatusName 线索状态文案（用于操作日志）：1跟进中 / 2已转化 / 3已废弃
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func clueStatusName(s int8) string {
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switch s {
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case 2:
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return "已转化"
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case 3:
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return "已废弃"
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default:
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return "跟进中"
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}
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}
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// Delete DELETE /backend/crm/clue/:id
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func (c *BackendCrmClueController) 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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var clue models.TenantCrmClue
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err = models.Orm.QueryTable(new(models.TenantCrmClue)).
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Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
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Filter("delete_time__isnull", true).One(&clue)
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if err != nil {
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pipelineErr(&c.Controller, 404, 404, "线索未找到")
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return
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}
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// 数据范围校验：非管理员仅能操作本人（负责人或创建人）的数据
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if !canAccessCrmRecord(claims, clue.OwnerUserID, clue.CreateUserID) {
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pipelineErr(&c.Controller, 403, 403, "无权操作该线索数据")
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return
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}
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if clue.Locked == 1 || clue.Status == 2 {
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pipelineErr(&c.Controller, 400, 400, "线索已转化并锁定，不能删除")
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return
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}
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if !canDeleteCrmRecord(claims, clue.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线索")
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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.TenantCrmClue)).
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Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
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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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// Convert POST /backend/crm/clue/:id/convert
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// 线索转商机：把线索的客户名称落地为正式客户（或关联已有客户），再创建商机并锁定线索。
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func (c *BackendCrmClueController) Convert() {
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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 p struct {
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BusinessName string `json:"business_name"`
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Stage string `json:"stage"`
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Amount float64 `json:"amount"`
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ExpectDealDate string `json:"expect_deal_date"`
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NextContactTime string `json:"next_contact_time"`
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Level string `json:"level"`
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Remark string `json:"remark"`
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CustomerMode string `json:"customer_mode"` // create=新建客户(默认) / existing=关联已有客户
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CustomerID uint64 `json:"customer_id"`
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Customer struct {
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CustomerName string `json:"customer_name"`
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CustomerType string `json:"customer_type"`
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Industry string `json:"industry"`
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ContactPerson string `json:"contact_person"`
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ContactPhone string `json:"contact_phone"`
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ContactEmail string `json:"contact_email"`
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Address string `json:"address"`
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Remark string `json:"remark"`
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} `json:"customer"`
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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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tenantID := pipelineTenantID(claims)
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var clue models.TenantCrmClue
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if err := models.Orm.QueryTable(new(models.TenantCrmClue)).
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Filter("id", id).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&clue); err != nil {
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pipelineErr(&c.Controller, 404, 404, "线索未找到")
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return
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}
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// 数据范围校验：非管理员仅能操作本人（负责人或创建人）的数据
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if !canAccessCrmRecord(claims, clue.OwnerUserID, clue.CreateUserID) {
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pipelineErr(&c.Controller, 403, 403, "无权操作该线索数据")
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return
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}
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if clue.Locked == 1 || clue.Status == 2 {
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pipelineErr(&c.Controller, 400, 400, "线索已转化，不能重复转化")
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return
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}
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// 1. 处理客户：新建正式客户 或 关联已有客户
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customerName := strings.TrimSpace(p.Customer.CustomerName)
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if customerName == "" {
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customerName = clue.CustomerName
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}
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var customerID uint64
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if strings.TrimSpace(p.CustomerMode) == "existing" && p.CustomerID > 0 {
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var cust models.TenantCrmCustomer
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if err := models.Orm.QueryTable(new(models.TenantCrmCustomer)).
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Filter("id", p.CustomerID).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&cust); err != nil {
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pipelineErr(&c.Controller, 404, 404, "关联的客户未找到")
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return
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}
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customerID = cust.ID
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customerName = cust.CustomerName
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} else {
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if customerName == "" {
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pipelineErr(&c.Controller, 400, 400, "客户名称不能为空")
|
|
return
|
|
}
|
|
now := time.Now()
|
|
custType := strings.TrimSpace(p.Customer.CustomerType)
|
|
if custType == "" {
|
|
custType = "1"
|
|
}
|
|
cust := models.TenantCrmCustomer{
|
|
TenantID: tenantID,
|
|
CustomerName: customerName,
|
|
CustomerType: custType,
|
|
ContactPerson: firstNonEmpty(p.Customer.ContactPerson, clue.ContactPerson),
|
|
ContactPhone: firstNonEmpty(p.Customer.ContactPhone, clue.ContactPhone),
|
|
ContactEmail: strings.TrimSpace(p.Customer.ContactEmail),
|
|
CustomerLevel: "3",
|
|
Industry: firstNonEmpty(p.Customer.Industry, clue.Industry),
|
|
Address: firstNonEmpty(p.Customer.Address, clue.Address),
|
|
Status: "1",
|
|
IsDraft: 0,
|
|
Remark: strings.TrimSpace(p.Customer.Remark),
|
|
OwnerUserID: clue.OwnerUserID,
|
|
OwnerUserName: clue.OwnerUserName,
|
|
CreateUserID: pipelineUID(claims),
|
|
CreateTime: now,
|
|
UpdateTime: now,
|
|
}
|
|
newID, err := models.Orm.Insert(&cust)
|
|
if err != nil {
|
|
pipelineErr(&c.Controller, 500, 500, "生成正式客户失败: "+err.Error())
|
|
return
|
|
}
|
|
customerID = uint64(newID)
|
|
crmWriteLog(tenantID, 1, clue.ID, "convert-customer", "线索转化生成正式客户："+customerName, claims)
|
|
}
|
|
|
|
// 2. 创建商机
|
|
businessName := strings.TrimSpace(p.BusinessName)
|
|
if businessName == "" {
|
|
businessName = clue.ClueName
|
|
}
|
|
level := strings.TrimSpace(p.Level)
|
|
if level == "" {
|
|
level = clue.ClueLevel
|
|
}
|
|
stage := strings.TrimSpace(p.Stage)
|
|
if stage == "" {
|
|
stage = "1"
|
|
}
|
|
nextContact := parsePipelineDateTime(p.NextContactTime)
|
|
if nextContact == nil {
|
|
nextContact = clue.NextContactTime
|
|
}
|
|
now := time.Now()
|
|
clueIDVal := clue.ID
|
|
custIDVal := customerID
|
|
biz := models.TenantCrmBusiness{
|
|
TenantID: tenantID,
|
|
BusinessName: businessName,
|
|
ClueID: &clueIDVal,
|
|
CustomerID: &custIDVal,
|
|
CustomerName: customerName,
|
|
Source: clue.Source,
|
|
OwnerUserID: clue.OwnerUserID,
|
|
OwnerUserName: clue.OwnerUserName,
|
|
Industry: clue.Industry,
|
|
Stage: stage,
|
|
Amount: p.Amount,
|
|
ExpectDealDate: parsePipelineDate(p.ExpectDealDate),
|
|
NextContactTime: nextContact,
|
|
Level: level,
|
|
ContactPerson: clue.ContactPerson,
|
|
ContactPosition: clue.ContactPosition,
|
|
ContactPhone: clue.ContactPhone,
|
|
ContactWechat: clue.ContactWechat,
|
|
ContactQQ: clue.ContactQQ,
|
|
Address: clue.Address,
|
|
Status: 1,
|
|
Locked: 0,
|
|
Remark: p.Remark,
|
|
CreateUserID: pipelineUID(claims),
|
|
CreateTime: now,
|
|
UpdateTime: now,
|
|
}
|
|
bizID, err := models.Orm.Insert(&biz)
|
|
if err != nil {
|
|
pipelineErr(&c.Controller, 500, 500, "创建商机失败: "+err.Error())
|
|
return
|
|
}
|
|
|
|
// 3. 锁定线索
|
|
clue.Status = 2
|
|
clue.Locked = 1
|
|
bid := uint64(bizID)
|
|
clue.BusinessID = &bid
|
|
clue.ConvertTime = &now
|
|
clue.UpdateTime = now
|
|
_, _ = models.Orm.Update(&clue, "status", "locked", "business_id", "convert_time", "update_time")
|
|
|
|
crmWriteLog(tenantID, 1, clue.ID, "convert", "线索转化为商机："+businessName, claims)
|
|
crmWriteLog(tenantID, 2, uint64(bizID), "create", "由线索「"+clue.ClueName+"」转化生成", claims)
|
|
|
|
pipelineOk(&c.Controller, map[string]interface{}{
|
|
"business_id": bizID, "customer_id": customerID,
|
|
})
|
|
}
|
|
|
|
// firstNonEmpty 返回第一个非空字符串。
|
|
func firstNonEmpty(vals ...string) string {
|
|
for _, v := range vals {
|
|
if strings.TrimSpace(v) != "" {
|
|
return strings.TrimSpace(v)
|
|
}
|
|
}
|
|
return ""
|
|
}
|