384 lines
12 KiB
Go
384 lines
12 KiB
Go
package controllers
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import (
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"fmt"
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"strings"
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"time"
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"server/models"
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"server/pkg/jwtutil"
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"server/services"
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beego "github.com/beego/beego/v2/server/web"
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)
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// resolveUserName 按租户 + 用户ID 解析用户显示名（优先真实姓名，退化到账号，最后退化到登录名）。
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// 注意：JWT 里的 Username 是登录账号，直接存会导致前端"负责人"显示成账号。
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func resolveUserName(claims *jwtutil.Claims) string {
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if claims == nil {
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return ""
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}
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tid := uint64(claims.TenantId)
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account, name := services.OperationLogUser(&tid, uint64(claims.UserID))
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if strings.TrimSpace(name) != "" {
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return strings.TrimSpace(name)
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}
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if strings.TrimSpace(account) != "" {
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return strings.TrimSpace(account)
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}
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return claims.Username
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}
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// CRM 业务管线（线索/商机/项目/回访）公共辅助方法。
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// related_type 约定：1=线索 2=商机 3=项目
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// pipelineClaims 解析租户端后台 JWT。
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func pipelineClaims(c *beego.Controller) (*jwtutil.Claims, error) {
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auth := c.Ctx.Request.Header.Get("Authorization")
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if auth == "" {
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return nil, fmt.Errorf("未登录")
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}
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parts := strings.SplitN(auth, " ", 2)
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if len(parts) != 2 || parts[0] != "Bearer" {
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return nil, fmt.Errorf("认证信息格式错误")
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}
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claims, err := jwtutil.ParseToken(parts[1])
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if err != nil {
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return nil, fmt.Errorf("无效的token")
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}
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if claims.UserType != "backend" && claims.UserType != "platform" {
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return nil, fmt.Errorf("无权访问")
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}
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return claims, nil
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}
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// pipelineOk 统一成功响应。
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func pipelineOk(c *beego.Controller, data interface{}) {
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c.Data["json"] = map[string]interface{}{"code": 200, "msg": "success", "data": data}
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_ = c.ServeJSON()
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}
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// pipelineErr 统一错误响应。
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func pipelineErr(c *beego.Controller, httpStatus, bizCode int, msg string) {
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c.Ctx.Output.SetStatus(httpStatus)
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c.Data["json"] = map[string]interface{}{"code": bizCode, "msg": msg}
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_ = c.ServeJSON()
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}
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// pipelineTenantID 返回当前租户ID字符串。
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func pipelineTenantID(claims *jwtutil.Claims) string {
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return fmt.Sprintf("%d", claims.TenantId)
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}
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// pipelineUID 返回当前用户ID字符串。
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func pipelineUID(claims *jwtutil.Claims) string {
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return fmt.Sprintf("%d", claims.UserID)
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}
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// parsePipelineDateTime 解析时间：支持 "2006-01-02 15:04:05"、"2006-01-02T15:04:05"、"2006-01-02"。
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func parsePipelineDateTime(s string) *time.Time {
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s = strings.TrimSpace(s)
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if s == "" {
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return nil
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}
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layouts := []string{
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"2006-01-02 15:04:05",
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// 带时区偏移的 RFC3339：前端编辑时回显的是后端 JSON 序列化的 time.Time
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// （如 2026-09-12T00:00:00+08:00），缺此布局会解析失败导致日期被写空。
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time.RFC3339Nano,
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time.RFC3339,
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"2006-01-02T15:04:05",
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"2006-01-02T15:04",
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"2006-01-02 15:04",
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"2006-01-02",
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}
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for _, layout := range layouts {
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if t, err := time.ParseInLocation(layout, s, time.Local); err == nil {
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return &t
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}
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}
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return nil
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}
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// parsePipelineDate 解析日期（仅取年月日，返回当天零点）。
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func parsePipelineDate(s string) *time.Time {
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s = strings.TrimSpace(s)
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if s == "" {
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return nil
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}
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if t, err := time.ParseInLocation("2006-01-02", s, time.Local); err == nil {
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return &t
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}
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return parsePipelineDateTime(s)
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}
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// crmWriteLog 写入 CRM 操作日志（失败静默忽略，不影响主流程）。
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func crmWriteLog(tenantID string, relatedType int8, relatedID uint64, action, content string, claims *jwtutil.Claims) {
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if models.Orm == nil || relatedID == 0 {
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return
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}
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operatorID, operatorName := "", ""
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if claims != nil {
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operatorID = pipelineUID(claims)
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operatorName = resolveUserName(claims)
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}
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log := models.TenantCrmOperateLog{
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TenantID: tenantID,
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RelatedType: relatedType,
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RelatedID: relatedID,
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Action: action,
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Content: content,
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OperatorID: operatorID,
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OperatorName: operatorName,
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CreateTime: time.Now(),
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}
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_, _ = models.Orm.Insert(&log)
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}
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// relatedTypeText 关联类型文案。
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func relatedTypeText(t int8) string {
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switch t {
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case 1:
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return "线索"
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case 2:
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return "商机"
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case 3:
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return "项目"
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default:
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return "未知"
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}
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}
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// mobileInMobiles 判断手机号是否已存在于 mobiles（JSON 数组或普通字符串）中。
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func mobileInMobiles(mobile, mobiles string) bool {
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mobile = strings.TrimSpace(mobile)
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if mobile == "" || strings.TrimSpace(mobiles) == "" {
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return false
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}
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if firstMobile(mobiles) == mobile {
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return true
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}
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return strings.Contains(mobiles, mobile)
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}
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// mergeCompanyContact 合并过程库联系人到正式库联系人：仅补齐正式库空缺字段，不覆盖已有数据。
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func mergeCompanyContact(dst *models.ErpCompanyContact, src models.TenantCrmEntityContact) {
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changed := false
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if dst.Wechat == "" && strings.TrimSpace(src.Wechat) != "" {
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dst.Wechat = strings.TrimSpace(src.Wechat)
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changed = true
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}
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if dst.QQ == "" && strings.TrimSpace(src.QQ) != "" {
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dst.QQ = strings.TrimSpace(src.QQ)
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changed = true
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}
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if dst.Email == "" && strings.TrimSpace(src.Email) != "" {
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dst.Email = strings.TrimSpace(src.Email)
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changed = true
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}
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if dst.Position == "" && strings.TrimSpace(src.Position) != "" {
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dst.Position = strings.TrimSpace(src.Position)
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changed = true
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}
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if strings.TrimSpace(dst.Mobiles) == "" && strings.TrimSpace(src.Mobile) != "" {
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dst.Mobiles = buildMobiles(src.Mobile)
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changed = true
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}
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if dst.Remark == "" && strings.TrimSpace(src.Remark) != "" {
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dst.Remark = strings.TrimSpace(src.Remark)
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changed = true
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}
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if src.IsPrimary == 1 && dst.IsPrimary != 1 {
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dst.IsPrimary = 1
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changed = true
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}
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if changed {
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dst.UpdateTime = time.Now()
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_, _ = models.Orm.Update(dst)
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}
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}
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// syncContactsToCompany 把线索/商机过程库（yz_tenant_crm_entity_contact）的联系人
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// 去重同步到正式公司联系人库（yz_backend_contact_company，company_type=customer）。
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// 去重键：company_type + company_id + name + mobile；命中则补齐字段，否则新增。
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// 返回 (新增数, 合并数)。
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func syncContactsToCompany(tenantID string, customerID uint64, contacts []models.TenantCrmEntityContact) (int, int) {
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if models.Orm == nil || customerID == 0 || len(contacts) == 0 {
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return 0, 0
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}
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inserted, merged := 0, 0
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seen := map[string]bool{}
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for _, src := range contacts {
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name := strings.TrimSpace(src.ContactName)
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if name == "" {
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continue
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}
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mobile := strings.TrimSpace(src.Mobile)
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// 本次待同步集合内去重（同名同手机只处理一次）
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key := name + "|" + mobile
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if seen[key] {
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continue
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}
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seen[key] = true
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var existingList []models.ErpCompanyContact
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_, _ = models.Orm.QueryTable(new(models.ErpCompanyContact)).
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Filter("tenant_id", tenantID).
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Filter("company_type", "customer").
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Filter("company_id", customerID).
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Filter("name", name).
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Filter("delete_time__isnull", true).
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All(&existingList)
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matched := false
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for i := range existingList {
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// 有手机号时必须手机号匹配；无手机号时按同名视为同一人
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if mobile == "" || mobileInMobiles(mobile, existingList[i].Mobiles) {
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mergeCompanyContact(&existingList[i], src)
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merged++
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matched = true
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break
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}
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}
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if matched {
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continue
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}
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row := models.ErpCompanyContact{
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TenantID: tenantID,
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CompanyType: "customer",
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CompanyID: customerID,
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Name: name,
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Phone: "",
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Mobiles: buildMobiles(mobile),
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Wechat: strings.TrimSpace(src.Wechat),
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QQ: strings.TrimSpace(src.QQ),
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Email: strings.TrimSpace(src.Email),
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Position: strings.TrimSpace(src.Position),
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IsPrimary: src.IsPrimary,
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Status: 1,
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Remark: strings.TrimSpace(src.Remark),
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CreateTime: time.Now(),
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UpdateTime: time.Now(),
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}
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if _, err := models.Orm.Insert(&row); err == nil {
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inserted++
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}
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}
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return inserted, merged
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}
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// relatedRef 关联对象引用（related_type + related_id）
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type relatedRef struct {
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Type int8
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ID uint64
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}
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// relatedChain 返回详情页需要展示的关联链路（上游 + 自身），顺序：线索 → 商机 → 项目。
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// 线索 → [线索]
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// 商机 → [线索, 商机]
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// 项目 → [线索, 商机, 项目]
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// 过程数据（联系人 / 跟进记录 / 附件）只存在创建时的对象上、不做搬迁，
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// 由上层按链路累积查询，从而在商机里能看到线索阶段的数据，在项目里能看到全部阶段的数据。
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func relatedChain(tenantID string, relatedType int8, relatedID uint64) []relatedRef {
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if models.Orm == nil || relatedID == 0 {
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return []relatedRef{{Type: relatedType, ID: relatedID}}
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}
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refs := make([]relatedRef, 0, 3)
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switch relatedType {
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case 2: // 商机：来源线索 + 自身
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var biz models.TenantCrmBusiness
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if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("id", relatedID).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&biz); err == nil {
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if biz.ClueID != nil && *biz.ClueID > 0 {
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refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
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}
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}
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refs = append(refs, relatedRef{Type: 2, ID: relatedID})
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case 3: // 项目：来源商机 + 商机的来源线索 + 自身
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var proj models.TenantCrmProject
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if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
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Filter("id", relatedID).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&proj); err == nil {
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if proj.BusinessID != nil && *proj.BusinessID > 0 {
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var biz models.TenantCrmBusiness
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if err2 := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("id", *proj.BusinessID).Filter("tenant_id", tenantID).
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Filter("delete_time__isnull", true).One(&biz); err2 == nil {
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if biz.ClueID != nil && *biz.ClueID > 0 {
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refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
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}
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refs = append(refs, relatedRef{Type: 2, ID: biz.ID})
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}
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}
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}
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refs = append(refs, relatedRef{Type: 3, ID: relatedID})
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default: // 线索：仅自身
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refs = append(refs, relatedRef{Type: relatedType, ID: relatedID})
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}
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return refs
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}
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// attachBusinessName 批量填充项目的「来源商机名称」（非表字段，仅用于展示）。
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func attachBusinessName(tenantID string, list []models.TenantCrmProject) {
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ids := make([]uint64, 0, len(list))
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seen := map[uint64]bool{}
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for _, p := range list {
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if p.BusinessID != nil && *p.BusinessID > 0 && !seen[*p.BusinessID] {
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seen[*p.BusinessID] = true
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ids = append(ids, *p.BusinessID)
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}
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}
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if len(ids) == 0 {
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return
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}
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var rows []models.TenantCrmBusiness
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_, _ = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
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Filter("tenant_id", tenantID).
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Filter("id__in", ids).
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Filter("delete_time__isnull", true).
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All(&rows)
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nameMap := make(map[uint64]string, len(rows))
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for _, r := range rows {
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nameMap[r.ID] = r.BusinessName
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}
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for i := range list {
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if list[i].BusinessID != nil {
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list[i].BusinessName = nameMap[*list[i].BusinessID]
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}
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}
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}
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// attachClueName 批量填充商机的「来源线索名称」（非表字段，仅用于展示）。
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func attachClueName(tenantID string, list []models.TenantCrmBusiness) {
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ids := make([]uint64, 0, len(list))
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seen := map[uint64]bool{}
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for _, b := range list {
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if b.ClueID != nil && *b.ClueID > 0 && !seen[*b.ClueID] {
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seen[*b.ClueID] = true
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ids = append(ids, *b.ClueID)
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}
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}
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if len(ids) == 0 {
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return
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}
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var rows []models.TenantCrmClue
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_, _ = models.Orm.QueryTable(new(models.TenantCrmClue)).
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Filter("tenant_id", tenantID).
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Filter("id__in", ids).
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Filter("delete_time__isnull", true).
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All(&rows)
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nameMap := make(map[uint64]string, len(rows))
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for _, r := range rows {
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nameMap[r.ID] = r.ClueName
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}
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for i := range list {
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if list[i].ClueID != nil {
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list[i].ClueName = nameMap[*list[i].ClueID]
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}
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}
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}
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