979 lines
36 KiB
Go
979 lines
36 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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"math/rand"
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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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// BackendCrmContractController CRM 合同管理
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//
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// 进度式创建：前端每完成一步即可保存（Create / Update 均支持），
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// step 记录创建进度（1=合同信息 2=产品清单），status=1 表示草稿、2 表示已完成。
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type BackendCrmContractController struct {
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beego.Controller
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}
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// contractSummary 金额汇总（后端按 products 重算，与前端展示逻辑一致）。
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type contractSummary struct {
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HardwareAmount float64 `json:"hardware_amount"` // 硬件部分金额
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SoftwareAmount float64 `json:"software_amount"` // 软件部分金额
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OtherAmount float64 `json:"other_amount"` // 其他部分金额（服务/开发/其他）
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TotalAmount float64 `json:"total_amount"` // 合同总金额 = 硬件 + 软件 + 其他
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TotalCost float64 `json:"total_cost"` // 产品总成本 = Σ(数量 × 成本单价)
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TotalProfit float64 `json:"total_profit"` // 合同总利润 = 总金额 - 总成本
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}
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// contractPayload 创建 / 更新请求体。
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type contractPayload struct {
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ContractNo string `json:"contract_no"`
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ContractName string `json:"contract_name"`
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ContractCategory string `json:"contract_category"`
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// 我方角色：0=我方不参与（如上中游项目中上游与中游主体之间的合同，我方不是签约方）
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// 1甲方/2乙方/3丙方/4丁方。用指针区分「未传」与「传 0」。
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OurRole *int8 `json:"our_role"`
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PartyCount int8 `json:"party_count"`
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ProjectID uint64 `json:"project_id"`
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ProjectName string `json:"project_name"`
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OwnerUserID string `json:"owner_user_id"`
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OwnerUserName string `json:"owner_user_name"`
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SignDate string `json:"sign_date"`
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EffectiveDate string `json:"effective_date"`
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ExpireDate string `json:"expire_date"`
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Parties json.RawMessage `json:"parties"`
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Products json.RawMessage `json:"products"`
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Step int8 `json:"step"`
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Status int8 `json:"status"`
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Remark string `json:"remark"`
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}
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// contractResp 列表 / 详情响应：parties / products 解析为 JSON 数组透出，summary 由金额字段组装。
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type contractResp struct {
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models.TenantCrmContract
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Parties json.RawMessage `json:"parties"`
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Products json.RawMessage `json:"products"`
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Summary *contractSummary `json:"summary"`
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}
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// List GET /backend/crm/contract/list
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func (c *BackendCrmContractController) 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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ourRole := strings.TrimSpace(c.GetString("our_role"))
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category := strings.TrimSpace(c.GetString("contract_category"))
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projectType := strings.TrimSpace(c.GetString("project_type"))
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projectID := strings.TrimSpace(c.GetString("project_id"))
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status := strings.TrimSpace(c.GetString("status"))
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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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// 签约主体名称存储在 parties JSON 中，用 LIKE 一并匹配
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kw := 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("project_name__contains", keyword).
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Or("owner_user_name__contains", keyword).
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Or("parties__contains", keyword)
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cond = cond.AndCond(kw)
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}
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if ourRole != "" {
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cond = cond.And("our_role", ourRole)
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}
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if category != "" {
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cond = cond.And("contract_category", category)
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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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switch projectType {
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case "project": // 项目合同
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cond = cond.And("project_id__gt", 0)
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case "headless": // 无头合同
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cond = cond.And("project_id__isnull", true)
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}
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// 按项目精确筛选（项目详情「合同管理」Tab：一个项目可关联多份合同）
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if projectID != "" {
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if pid, err := strconv.ParseUint(projectID, 10, 64); err == nil && pid > 0 {
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cond = cond.And("project_id", pid)
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}
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}
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// 周期筛选：与顶部统计同口径（合同有效期 [生效日期, 结束日期] 与所选周期重叠），
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// period=month/quarter/year 取当期区间，period=custom 用 start_date / end_date
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period := strings.TrimSpace(c.GetString("period"))
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rangeStart := strings.TrimSpace(c.GetString("start_date"))
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rangeEnd := strings.TrimSpace(c.GetString("end_date"))
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if period != "" && period != "custom" {
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rangeStart, rangeEnd = periodRange(period)
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}
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if rangeStart != "" {
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cond = cond.AndCond(orm.NewCondition().Or("expire_date__isnull", true).Or("expire_date__gte", rangeStart))
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}
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if rangeEnd != "" {
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cond = cond.AndCond(orm.NewCondition().Or("effective_date__isnull", true).Or("effective_date__lte", rangeEnd))
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}
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qs := models.Orm.QueryTable(new(models.TenantCrmContract)).SetCond(cond)
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total, _ := qs.Count()
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var list []models.TenantCrmContract
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if total > 0 {
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offset := (page - 1) * pageSize
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if status != "" {
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// 已按状态筛选：结果只含单一状态，直接按新→旧分页
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if _, err := qs.OrderBy("-id").Offset(offset).Limit(pageSize).All(&list); err != nil {
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pipelineErr(&c.Controller, 500, 500, "查询失败: "+err.Error())
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return
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}
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} else {
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// 列表排列：按状态分组展示 —— 草稿(1) → 异常(5) → 履约中(4) → 已完成(2) → 已作废(3)，
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// 其余状态（NULL / 历史异常值）沉底；组内仍按新→旧。
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// 先统计各组数量，把当前页窗口换算成各组区间，再分别取数按序拼接，保证翻页后整体顺序一致。
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groupConds := []*orm.Condition{
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orm.NewCondition().And("status", 1),
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orm.NewCondition().And("status", 5),
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orm.NewCondition().And("status", 4),
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orm.NewCondition().And("status", 2),
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orm.NewCondition().And("status", 3),
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orm.NewCondition().AndNot("status__in", []int8{1, 5, 4, 2, 3}).Or("status__isnull", true),
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}
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end := offset + pageSize
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if end > int(total) {
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end = int(total)
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}
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cursor := 0
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for _, gc := range groupConds {
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if cursor >= end {
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break
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}
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// 注意：beego 的 AndCond 会修改接收者，这里用新条件对象包装，避免循环内条件累积
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groupCond := orm.NewCondition().AndCond(cond).AndCond(gc)
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cnt, _ := models.Orm.QueryTable(new(models.TenantCrmContract)).SetCond(groupCond).Count()
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groupTotal := int(cnt)
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if groupTotal == 0 {
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continue
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}
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groupStart := cursor
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groupEnd := cursor + groupTotal
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cursor = groupEnd
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// 当前页与本组区间的交集
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from, to := max(offset, groupStart), min(end, groupEnd)
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if to <= from {
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continue
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}
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var part []models.TenantCrmContract
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if _, err := models.Orm.QueryTable(new(models.TenantCrmContract)).SetCond(groupCond).
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OrderBy("-id").Offset(from - groupStart).Limit(to - from).All(&part); err != nil {
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pipelineErr(&c.Controller, 500, 500, "查询失败: "+err.Error())
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return
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}
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list = append(list, part...)
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}
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}
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}
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// 回款逾期日期（取最早，未收齐且已过计划回款日期）：合同「逾期」标签与结束日期口径一并参考
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if len(list) > 0 {
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contractIDs := make([]uint64, 0, len(list))
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for i := range list {
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contractIDs = append(contractIDs, list[i].ID)
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}
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overdues := paybackOverdueDateByContracts(tenantID, contractIDs)
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for i := range list {
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list[i].PaybackOverdueDate = overdues[list[i].ID]
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}
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}
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items := make([]contractResp, 0, len(list))
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for i := range list {
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items = append(items, buildContractResp(&list[i]))
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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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})
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}
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// Stats GET /backend/crm/contract/stats
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// 全租户合同统计（排除已作废），供列表页顶部汇总卡片使用。
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// 支持按周期筛选：period=month/quarter/year（当期）或 custom（start_date~end_date），
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// 按合同有效期 [生效日期, 结束日期] 与所选周期重叠统计。
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// 「合同总利润」仅统计非甲方（收款方）合同：我方为甲方的合同是采购付款，只有支出、不存在利润。
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func (c *BackendCrmContractController) Stats() {
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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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period := strings.TrimSpace(c.GetString("period"))
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start := strings.TrimSpace(c.GetString("start_date"))
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end := strings.TrimSpace(c.GetString("end_date"))
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if period != "" && period != "custom" {
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start, end = periodRange(period)
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}
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table := new(models.TenantCrmContract).TableName()
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// 我方不参与的合同（our_role=0，如上中游项目的链条合同）不属于我方经营合同，不计入经营统计
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where := "tenant_id = ? AND delete_time IS NULL AND status <> 3 AND our_role <> 0"
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args := []interface{}{tenantID}
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// 按合同有效期 [生效日期, 结束日期] 与所选周期 [start, end] 重叠来统计：
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// 合同生效日 <= 周期末 且 合同结束日 >= 周期初；日期为空视为不限制对应边界。
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if start != "" {
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where += " AND (expire_date IS NULL OR expire_date >= ?)"
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args = append(args, start)
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}
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if end != "" {
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where += " AND (effective_date IS NULL OR effective_date <= ?)"
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args = append(args, end)
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}
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// 「合同总利润」只汇总非甲方（收款方）合同：我方为甲方时是采购付款方，合同金额即支出，不存在利润
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raw := "SELECT COUNT(*) AS total, IFNULL(SUM(total_amount),0) AS total_amount, " +
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"IFNULL(SUM(total_cost),0) AS total_cost, " +
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"IFNULL(SUM(CASE WHEN our_role <> 1 THEN total_profit ELSE 0 END),0) AS total_profit " +
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"FROM " + table + " WHERE " + where
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var rows []orm.Params
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if _, err := models.Orm.Raw(raw, args...).Values(&rows); err != nil || len(rows) == 0 {
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pipelineOk(&c.Controller, map[string]interface{}{
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"total": 0, "total_amount": 0, "total_cost": 0, "total_profit": 0,
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})
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return
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}
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r := rows[0]
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pipelineOk(&c.Controller, map[string]interface{}{
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"total": toInt64(r["total"]),
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"total_amount": toFloat64(r["total_amount"]),
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"total_cost": toFloat64(r["total_cost"]),
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"total_profit": toFloat64(r["total_profit"]),
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})
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}
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// periodRange 根据 period 返回当期区间 [start, end]（YYYY-MM-DD）：month/quarter/year。
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// 统计与列表均以该区间与合同有效期比较（有效期与周期重叠即命中）。
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func periodRange(period string) (string, string) {
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now := time.Now()
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loc := now.Location()
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y, m, _ := now.Date()
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switch period {
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case "quarter":
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q := (int(m) - 1) / 3
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start := time.Date(y, time.Month(q*3+1), 1, 0, 0, 0, 0, loc)
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end := start.AddDate(0, 3, 0).Add(-time.Nanosecond)
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return start.Format("2006-01-02"), end.Format("2006-01-02")
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case "year":
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start := time.Date(y, 1, 1, 0, 0, 0, 0, loc)
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end := start.AddDate(1, 0, 0).Add(-time.Nanosecond)
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return start.Format("2006-01-02"), end.Format("2006-01-02")
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default: // month
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start := time.Date(y, m, 1, 0, 0, 0, 0, loc)
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end := start.AddDate(0, 1, 0).Add(-time.Nanosecond)
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return start.Format("2006-01-02"), end.Format("2006-01-02")
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}
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}
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// Detail GET /backend/crm/contract/:id
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func (c *BackendCrmContractController) 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.TenantCrmContract
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if err := models.Orm.QueryTable(new(models.TenantCrmContract)).
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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, "合同未找到")
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return
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}
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// 数据范围校验：非管理员仅能查看本人（负责人或创建人）的数据
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if !canAccessCrmRecord(claims, row.OwnerUserID, row.CreateUserID) {
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pipelineErr(&c.Controller, 403, 403, "无权查看该合同数据")
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return
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}
|
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// 回款逾期日期（取最早，未收齐且已过计划回款日期）：合同「逾期」标签与结束日期口径一并参考
|
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if od := paybackOverdueDateByContracts(pipelineTenantID(claims), []uint64{row.ID}); od[row.ID] != "" {
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row.PaybackOverdueDate = od[row.ID]
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}
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pipelineOk(&c.Controller, buildContractResp(&row))
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}
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|
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// Create POST /backend/crm/contract
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||
// 进度式保存入口之一：首次保存（通常为草稿），返回 id 后续走 Update。
|
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func (c *BackendCrmContractController) Create() {
|
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claims, err := pipelineClaims(&c.Controller)
|
||
if err != nil {
|
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pipelineErr(&c.Controller, 401, 401, err.Error())
|
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return
|
||
}
|
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raw, _ := io.ReadAll(c.Ctx.Request.Body)
|
||
var p contractPayload
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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")
|
||
return
|
||
}
|
||
if strings.TrimSpace(p.ContractName) == "" {
|
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pipelineErr(&c.Controller, 400, 400, "合同名称不能为空")
|
||
return
|
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}
|
||
|
||
tenantID := pipelineTenantID(claims)
|
||
now := time.Now()
|
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ourRole := int8(2)
|
||
if p.OurRole != nil {
|
||
ourRole = *p.OurRole
|
||
}
|
||
row := models.TenantCrmContract{
|
||
TenantID: tenantID,
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||
ContractNo: strings.TrimSpace(p.ContractNo),
|
||
ContractName: strings.TrimSpace(p.ContractName),
|
||
OurRole: normalizeOurRole(ourRole),
|
||
PartyCount: pickInt8(p.PartyCount, 2, 4),
|
||
OwnerUserID: firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
|
||
OwnerUserName: firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
|
||
SignDate: parsePipelineDate(p.SignDate),
|
||
EffectiveDate: parsePipelineDate(p.EffectiveDate),
|
||
ExpireDate: parsePipelineDate(p.ExpireDate),
|
||
Status: pickInt8(p.Status, 1, 5),
|
||
Step: pickInt8(p.Step, 1, 2),
|
||
Remark: p.Remark,
|
||
CreateUserID: pipelineUID(claims),
|
||
CreateTime: now,
|
||
UpdateTime: now,
|
||
}
|
||
if strings.TrimSpace(p.ContractCategory) != "" {
|
||
row.ContractCategory = strings.TrimSpace(p.ContractCategory)
|
||
}
|
||
// 编号为空时自动生成（查重）
|
||
if row.ContractNo == "" {
|
||
row.ContractNo = genContractNo(tenantID)
|
||
}
|
||
// 绑定项目：校验项目归属并取标准项目名称
|
||
if p.ProjectID > 0 {
|
||
projID, projName, ok := c.resolveProject(tenantID, p.ProjectID)
|
||
if !ok {
|
||
pipelineErr(&c.Controller, 400, 400, "关联项目不存在")
|
||
return
|
||
}
|
||
row.ProjectID = &projID
|
||
row.ProjectName = projName
|
||
}
|
||
// 参与方 / 产品清单 JSON 落库 + 金额重算
|
||
parties, err := normalizeContractJSON(p.Parties)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "参与方数据格式错误")
|
||
return
|
||
}
|
||
row.Parties = parties
|
||
products, err := normalizeContractJSON(p.Products)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "产品清单数据格式错误")
|
||
return
|
||
}
|
||
row.Products = products
|
||
// 合同产品清单同步到产品管理（新增产品自动建档、成本单价取产品管理；含软件开发行）
|
||
projID := uint64(0)
|
||
if row.ProjectID != nil {
|
||
projID = *row.ProjectID
|
||
}
|
||
if synced, serr := SyncContractProducts(tenantID, pipelineUID(claims), projID, row.ProjectName, json.RawMessage(products)); serr == nil {
|
||
row.Products = string(synced)
|
||
}
|
||
applyContractAmounts(&row)
|
||
|
||
// 唯一性校验：同租户内「合同名称 + 签约方」完全一致才视为重复。
|
||
// 同名但签约方不同（例如我方分别作为甲方 / 乙方的两份合同）不算重复。
|
||
if crmContractDuplicated(tenantID, row.ContractName, row.Parties) {
|
||
pipelineErr(&c.Controller, 409, 409, "已存在同名且签约方相同的合同（可能由其他同事创建），如需继续跟进请联系管理员转移")
|
||
return
|
||
}
|
||
if _, err := models.Orm.Insert(&row); err != nil {
|
||
pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
|
||
return
|
||
}
|
||
// 参与方填写的签约人（姓名 + 电话）同步写入对应企业的联系人通讯录
|
||
syncContractPartyContacts(tenantID, row.Parties)
|
||
crmWriteLog(tenantID, 3, row.ID, "create", "创建合同："+row.ContractName, claims)
|
||
pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
|
||
}
|
||
|
||
// Update PUT /backend/crm/contract/:id
|
||
// 进度式保存入口之一：每一步保存都走这里，全量覆盖业务字段。
|
||
func (c *BackendCrmContractController) 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 contractPayload
|
||
if err := json.Unmarshal(raw, &p); err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||
return
|
||
}
|
||
tenantID := pipelineTenantID(claims)
|
||
var row models.TenantCrmContract
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
Filter("id", id).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&row); err != nil {
|
||
pipelineErr(&c.Controller, 404, 404, "合同未找到")
|
||
return
|
||
}
|
||
// 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
|
||
if !canAccessCrmRecord(claims, row.OwnerUserID, row.CreateUserID) {
|
||
pipelineErr(&c.Controller, 403, 403, "无权操作该合同数据")
|
||
return
|
||
}
|
||
if strings.TrimSpace(p.ContractName) == "" {
|
||
pipelineErr(&c.Controller, 400, 400, "合同名称不能为空")
|
||
return
|
||
}
|
||
|
||
row.ContractName = strings.TrimSpace(p.ContractName)
|
||
if no := strings.TrimSpace(p.ContractNo); no != "" {
|
||
row.ContractNo = no
|
||
}
|
||
if strings.TrimSpace(p.ContractCategory) != "" {
|
||
row.ContractCategory = strings.TrimSpace(p.ContractCategory)
|
||
}
|
||
if p.OurRole != nil {
|
||
// 0=我方不参与也是合法值，用指针判断避免误吞
|
||
row.OurRole = normalizeOurRole(*p.OurRole)
|
||
}
|
||
if p.PartyCount != 0 {
|
||
row.PartyCount = p.PartyCount
|
||
}
|
||
// 项目绑定支持切换 / 解绑（清空即为无头合同）
|
||
if p.ProjectID > 0 {
|
||
projID, projName, ok := c.resolveProject(tenantID, p.ProjectID)
|
||
if !ok {
|
||
pipelineErr(&c.Controller, 400, 400, "关联项目不存在")
|
||
return
|
||
}
|
||
row.ProjectID = &projID
|
||
row.ProjectName = projName
|
||
} else {
|
||
row.ProjectID = nil
|
||
row.ProjectName = ""
|
||
}
|
||
if strings.TrimSpace(p.OwnerUserID) != "" {
|
||
row.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
|
||
}
|
||
if strings.TrimSpace(p.OwnerUserName) != "" {
|
||
row.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
|
||
}
|
||
row.SignDate = parsePipelineDate(p.SignDate)
|
||
row.EffectiveDate = parsePipelineDate(p.EffectiveDate)
|
||
row.ExpireDate = parsePipelineDate(p.ExpireDate)
|
||
if p.Parties != nil {
|
||
parties, err := normalizeContractJSON(p.Parties)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "参与方数据格式错误")
|
||
return
|
||
}
|
||
row.Parties = parties
|
||
}
|
||
if p.Products != nil {
|
||
products, err := normalizeContractJSON(p.Products)
|
||
if err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "产品清单数据格式错误")
|
||
return
|
||
}
|
||
row.Products = products
|
||
// 合同产品清单同步到产品管理（新增产品自动建档、成本单价取产品管理；含软件开发行）
|
||
projID := uint64(0)
|
||
if row.ProjectID != nil {
|
||
projID = *row.ProjectID
|
||
}
|
||
if synced, serr := SyncContractProducts(tenantID, pipelineUID(claims), projID, row.ProjectName, json.RawMessage(products)); serr == nil {
|
||
row.Products = string(synced)
|
||
}
|
||
}
|
||
applyContractAmounts(&row)
|
||
// 状态不随合同编辑变更（避免编辑保存把已流转的状态打回草稿）；
|
||
// 签订/履约/作废等流转统一由「状态流转」接口 ChangeStatus 控制。
|
||
if p.Step != 0 {
|
||
row.Step = p.Step
|
||
}
|
||
row.Remark = p.Remark
|
||
row.UpdateTime = time.Now()
|
||
|
||
if _, err := models.Orm.Update(&row); err != nil {
|
||
pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
|
||
return
|
||
}
|
||
// 参与方填写的签约人（姓名 + 电话）同步写入对应企业的联系人通讯录
|
||
syncContractPartyContacts(tenantID, row.Parties)
|
||
crmWriteLog(tenantID, 3, row.ID, "update", "更新合同："+row.ContractName, claims)
|
||
pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
|
||
}
|
||
|
||
// Delete DELETE /backend/crm/contract/:id
|
||
func (c *BackendCrmContractController) 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 row models.TenantCrmContract
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
Filter("id", id).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&row); err != nil {
|
||
pipelineErr(&c.Controller, 404, 404, "合同未找到")
|
||
return
|
||
}
|
||
// 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
|
||
if !canAccessCrmRecord(claims, row.OwnerUserID, row.CreateUserID) {
|
||
pipelineErr(&c.Controller, 403, 403, "无权操作该合同数据")
|
||
return
|
||
}
|
||
if !canDeleteCrmRecord(claims, row.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合同")
|
||
return
|
||
}
|
||
now := time.Now()
|
||
_, err = models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
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)
|
||
}
|
||
|
||
// ChangeStatus POST /backend/crm/contract/:id/status
|
||
// 合同状态流转：1=草稿 2=已完成 3=已作废 4=履约中 5=异常。
|
||
// 向导创建的合同默认为草稿，签订 / 履约等状态在列表中手动流转；各状态间可互切。
|
||
func (c *BackendCrmContractController) ChangeStatus() {
|
||
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 struct {
|
||
Status int8 `json:"status"`
|
||
}
|
||
if err := json.Unmarshal(raw, &p); err != nil {
|
||
pipelineErr(&c.Controller, 400, 400, "参数错误")
|
||
return
|
||
}
|
||
// 合法目标状态：2已完成 / 3已作废 / 4履约中 / 5异常
|
||
if p.Status < 2 || p.Status > 5 {
|
||
pipelineErr(&c.Controller, 400, 400, "无效的状态值")
|
||
return
|
||
}
|
||
tenantID := pipelineTenantID(claims)
|
||
var row models.TenantCrmContract
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
Filter("id", id).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&row); err != nil {
|
||
pipelineErr(&c.Controller, 404, 404, "合同未找到")
|
||
return
|
||
}
|
||
// 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
|
||
if !canAccessCrmRecord(claims, row.OwnerUserID, row.CreateUserID) {
|
||
pipelineErr(&c.Controller, 403, 403, "无权操作该合同数据")
|
||
return
|
||
}
|
||
if row.Status == p.Status {
|
||
pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID, "status": row.Status})
|
||
return
|
||
}
|
||
if _, err := models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
Filter("id", id).Filter("tenant_id", tenantID).
|
||
Update(map[string]interface{}{"status": p.Status, "update_time": time.Now()}); err != nil {
|
||
pipelineErr(&c.Controller, 500, 500, "状态更新失败: "+err.Error())
|
||
return
|
||
}
|
||
crmWriteLog(tenantID, 3, row.ID, "status", fmt.Sprintf("合同状态流转：%s → %s", contractStatusName(row.Status), contractStatusName(p.Status)), claims)
|
||
pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID, "status": p.Status})
|
||
}
|
||
|
||
// contractStatusName 状态文案（用于操作日志）。
|
||
func contractStatusName(s int8) string {
|
||
switch s {
|
||
case 1:
|
||
return "草稿"
|
||
case 2:
|
||
return "已完成"
|
||
case 3:
|
||
return "已作废"
|
||
case 4:
|
||
return "履约中"
|
||
case 5:
|
||
return "异常"
|
||
default:
|
||
return "未知"
|
||
}
|
||
}
|
||
|
||
// ========================== 内部辅助 ==========================
|
||
|
||
// buildContractResp 组装响应：parties / products 透传 JSON 数组；
|
||
// 金额字段在返回前按 products 以当前口径重算（单价含税、不再叠加税率），summary 随之组装。
|
||
func buildContractResp(row *models.TenantCrmContract) contractResp {
|
||
parties := json.RawMessage("[]")
|
||
if strings.TrimSpace(row.Parties) != "" {
|
||
parties = json.RawMessage(row.Parties)
|
||
}
|
||
products := json.RawMessage("[]")
|
||
if strings.TrimSpace(row.Products) != "" {
|
||
products = json.RawMessage(row.Products)
|
||
}
|
||
// 返回前按「单价含税、不再叠加税率」的口径重算金额，
|
||
// 保证列表/详情与产品清单一致，并自动修正历史数据按旧口径（叠加税率）存的金额
|
||
if strings.TrimSpace(row.Products) != "" && string(products) != "[]" {
|
||
applyContractAmounts(row)
|
||
}
|
||
return contractResp{
|
||
TenantCrmContract: *row,
|
||
Parties: parties,
|
||
Products: products,
|
||
Summary: &contractSummary{
|
||
HardwareAmount: row.HardwareAmount,
|
||
SoftwareAmount: row.SoftwareAmount,
|
||
OtherAmount: row.OtherAmount,
|
||
TotalAmount: row.TotalAmount,
|
||
TotalCost: row.TotalCost,
|
||
TotalProfit: row.TotalProfit,
|
||
},
|
||
}
|
||
}
|
||
|
||
// syncContractPartyContacts 把合同参与方填写的签约人（姓名 + 电话）写入对应企业的联系人通讯录：
|
||
// 新建的客户 / 供应商往往还没有联系人，用户只能手填签约人姓名与电话，
|
||
// 这里自动建档（仅姓名 + 电话，其余资料留空，可在联系人管理中继续补全），
|
||
// 避免这些信息只停留在合同文本里；同名或同号已存在时不会重复建档。
|
||
// 仅处理关联了客户 / 供应商库的参与方：本公司方（ref_type=0）与手工填写未关联的名称（ref_id=0）跳过。
|
||
func syncContractPartyContacts(tenantID, partiesJSON string) {
|
||
partiesJSON = strings.TrimSpace(partiesJSON)
|
||
if models.Orm == nil || partiesJSON == "" || partiesJSON == "[]" {
|
||
return
|
||
}
|
||
var parties []struct {
|
||
RefType int `json:"ref_type"`
|
||
RefID uint64 `json:"ref_id"`
|
||
SignerName string `json:"signer_name"`
|
||
SignerPhone string `json:"signer_phone"`
|
||
}
|
||
if err := json.Unmarshal([]byte(partiesJSON), &parties); err != nil {
|
||
return
|
||
}
|
||
for _, p := range parties {
|
||
// ref_type：0=本公司 1=客户 2=供应商；未关联库（ref_id=0）时无处可写
|
||
if p.RefID == 0 || (p.RefType != 1 && p.RefType != 2) {
|
||
continue
|
||
}
|
||
name := strings.TrimSpace(p.SignerName)
|
||
if name == "" {
|
||
continue
|
||
}
|
||
companyType := crmContactCompanyType(p.RefType)
|
||
if !crmContactCompanyExists(tenantID, companyType, p.RefID) {
|
||
continue
|
||
}
|
||
crmEnsureCompanyContact(tenantID, companyType, p.RefID, name, strings.TrimSpace(p.SignerPhone))
|
||
}
|
||
}
|
||
|
||
// resolveProject 校验项目归属当前租户并返回 (id, 标准项目名称)。
|
||
func (c *BackendCrmContractController) resolveProject(tenantID string, projectID uint64) (uint64, string, bool) {
|
||
var proj models.TenantCrmProject
|
||
if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
|
||
Filter("id", projectID).Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).One(&proj); err != nil {
|
||
return 0, "", false
|
||
}
|
||
return proj.ID, proj.ProjectName, true
|
||
}
|
||
|
||
// normalizeContractJSON 校验并规范化 JSON 数组（参与方 / 产品清单），返回紧凑 JSON 文本。
|
||
func normalizeContractJSON(raw json.RawMessage) (string, error) {
|
||
if len(raw) == 0 || strings.TrimSpace(string(raw)) == "" || strings.TrimSpace(string(raw)) == "null" {
|
||
return "[]", nil
|
||
}
|
||
var arr []map[string]interface{}
|
||
if err := json.Unmarshal(raw, &arr); err != nil {
|
||
return "", err
|
||
}
|
||
out, err := json.Marshal(arr)
|
||
if err != nil {
|
||
return "", err
|
||
}
|
||
return string(out), nil
|
||
}
|
||
|
||
// applyContractAmounts 按产品清单重算各部分金额（与前端 ProductList 汇总口径一致）：
|
||
// 清单单价为含税价，每行小计=数量×单价（不再叠加税率，税率仅作开票记录）；
|
||
// 硬件部分=Σ硬件小计；软件部分=Σ软件小计；其他部分=Σ服务/开发/其他小计；
|
||
// 合同总金额=硬件+软件+其他；产品总成本=Σ(数量×成本单价)（成本为不含税原值）；
|
||
// 合同总利润=总金额-总成本。
|
||
// 归类口径：分类代码 1/2 或名称含「硬件」/「软件」分别计入硬件/软件，其余计入其他。
|
||
// contractTreeSellTotal 软件开发模块树售价合计：子节点汇总，叶子=人天×统一人天单价。
|
||
func contractTreeSellTotal(nodes []interface{}, unitPrice float64) float64 {
|
||
var sum float64
|
||
for _, n := range nodes {
|
||
m, ok := n.(map[string]interface{})
|
||
if !ok {
|
||
continue
|
||
}
|
||
if kids, ok := m["children"].([]interface{}); ok && len(kids) > 0 {
|
||
sum += contractTreeSellTotal(kids, unitPrice)
|
||
continue
|
||
}
|
||
sum += round2(toFloat64(m["man_days"]) * unitPrice)
|
||
}
|
||
return round2(sum)
|
||
}
|
||
|
||
func applyContractAmounts(row *models.TenantCrmContract) {
|
||
var items []map[string]interface{}
|
||
if strings.TrimSpace(row.Products) != "" {
|
||
_ = json.Unmarshal([]byte(row.Products), &items)
|
||
}
|
||
var hardware, software, other, cost float64
|
||
for _, item := range items {
|
||
// 软件开发行：开发总成本由模块报价带出（默认 = 人天×统一人天单价，可手工改写），计入产品成本；
|
||
// 对外金额取销售单价（缺省时回退开发总成本 / 人天汇总，兼容历史数据）；不计税率。
|
||
// 口径与前端 utils.js 的 lineAmount / lineCost / buildSummary 保持一致。
|
||
if fmt.Sprintf("%v", item["line_type"]) == "dev" {
|
||
qty := toFloat64(item["quantity"])
|
||
if qty <= 0 {
|
||
qty = 1
|
||
}
|
||
total := toFloat64(item["dev_total_price"])
|
||
if total <= 0 {
|
||
if tree, ok := item["dev_tree"].([]interface{}); ok {
|
||
total = contractTreeSellTotal(tree, toFloat64(item["dev_unit_price"]))
|
||
}
|
||
}
|
||
costPrice := toFloat64(item["cost_price"])
|
||
if costPrice <= 0 {
|
||
costPrice = total
|
||
}
|
||
price := toFloat64(item["price"])
|
||
if price <= 0 {
|
||
price = total
|
||
}
|
||
software = round2(software + round2(qty*price))
|
||
cost = round2(cost + round2(qty*costPrice))
|
||
continue
|
||
}
|
||
qty := toFloat64(item["quantity"])
|
||
price := toFloat64(item["price"])
|
||
costPrice := toFloat64(item["cost_price"])
|
||
// 清单单价为含税价：小计 = 数量 × 单价，不再叠加税率（税率仅作开票记录，不参与金额计算）
|
||
amount := round2(qty * price)
|
||
cost = round2(cost + round2(qty*costPrice))
|
||
cat := fmt.Sprintf("%v", item["category"])
|
||
switch {
|
||
case cat == "1" || strings.Contains(cat, "硬件"):
|
||
hardware = round2(hardware + amount)
|
||
case cat == "2" || strings.Contains(cat, "软件"):
|
||
software = round2(software + amount)
|
||
default:
|
||
other = round2(other + amount)
|
||
}
|
||
}
|
||
row.HardwareAmount = hardware
|
||
row.SoftwareAmount = software
|
||
row.OtherAmount = other
|
||
row.TotalAmount = round2(hardware + software + other)
|
||
row.TotalCost = cost
|
||
row.TotalProfit = round2(row.TotalAmount - cost)
|
||
}
|
||
|
||
// contractReceivedAmount 汇总合同已回款金额（该合同下所有未删除回款计划的 received_amount 之和）。
|
||
func contractReceivedAmount(tenantID string, contractID uint64) float64 {
|
||
if contractID == 0 {
|
||
return 0
|
||
}
|
||
var rows []orm.Params
|
||
sql := "SELECT IFNULL(SUM(received_amount),0) AS received FROM " +
|
||
new(models.TenantCrmPayback).TableName() +
|
||
" WHERE tenant_id = ? AND contract_id = ? AND delete_time IS NULL"
|
||
if _, err := models.Orm.Raw(sql, tenantID, contractID).Values(&rows); err != nil || len(rows) == 0 {
|
||
return 0
|
||
}
|
||
return toFloat64(rows[0]["received"])
|
||
}
|
||
|
||
// crmContractDuplicated 判断同租户内是否已存在「合同名称 + 签约方」均一致的合同。
|
||
//
|
||
// 判重口径：合同名称一致，且参与方（甲/乙/丙/丁）归一化签名一致。
|
||
// 因此同一名称下「我方作为甲方」与「我方作为乙方」的两份合同不算重复。
|
||
func crmContractDuplicated(tenantID, name, partiesJSON string) bool {
|
||
name = strings.TrimSpace(name)
|
||
if name == "" || strings.TrimSpace(tenantID) == "" || models.Orm == nil {
|
||
return false
|
||
}
|
||
sig := contractPartiesSignature(partiesJSON)
|
||
var rows []models.TenantCrmContract
|
||
_, err := models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
Filter("tenant_id", tenantID).
|
||
Filter("delete_time__isnull", true).
|
||
Filter("contract_name", name).
|
||
All(&rows, "id", "parties")
|
||
if err != nil {
|
||
return false
|
||
}
|
||
for i := range rows {
|
||
if contractPartiesSignature(rows[i].Parties) == sig {
|
||
return true
|
||
}
|
||
}
|
||
return false
|
||
}
|
||
|
||
// contractPartiesSignature 参与方归一化签名：按甲/乙/丙/丁固定顺序拼接「角色:主体类型|主体」。
|
||
// 主体优先取关联主体 ID（ref_id），无 ID（手工录入名称）时退化为名称（ref_name）；
|
||
// 参与方为空或解析失败时返回空串，此时判重退化为「仅合同名称一致」。
|
||
func contractPartiesSignature(partiesJSON string) string {
|
||
if strings.TrimSpace(partiesJSON) == "" {
|
||
return ""
|
||
}
|
||
var parties []map[string]interface{}
|
||
if err := json.Unmarshal([]byte(partiesJSON), &parties); err != nil {
|
||
return ""
|
||
}
|
||
str := func(v interface{}) string {
|
||
if v == nil {
|
||
return ""
|
||
}
|
||
return strings.TrimSpace(fmt.Sprintf("%v", v))
|
||
}
|
||
byRole := make(map[string]string, len(parties))
|
||
for _, p := range parties {
|
||
role := str(p["role"])
|
||
if role == "" {
|
||
continue
|
||
}
|
||
subject := str(p["ref_id"])
|
||
// ref_id 为 0 / 空表示未关联主体库（本公司或手工录入），此时用名称兜底，
|
||
// 避免不同主体都归到 "0" 造成误判为重复
|
||
if subject == "" || subject == "0" {
|
||
subject = str(p["ref_name"])
|
||
}
|
||
byRole[role] = str(p["ref_type"]) + "|" + subject
|
||
}
|
||
var sb strings.Builder
|
||
for _, role := range []string{"party_a", "party_b", "party_c", "party_d"} {
|
||
if v, ok := byRole[role]; ok {
|
||
sb.WriteString(role)
|
||
sb.WriteString(":")
|
||
sb.WriteString(v)
|
||
sb.WriteString(";")
|
||
}
|
||
}
|
||
return sb.String()
|
||
}
|
||
|
||
// genContractNo 生成合同编号：HT-YYYYMMDD-4位随机，租户内查重，最多重试 5 次。
|
||
func genContractNo(tenantID string) string {
|
||
for i := 0; i < 5; i++ {
|
||
no := fmt.Sprintf("HT-%s-%04d", time.Now().Format("20060102"), rand.Intn(10000))
|
||
count, _ := models.Orm.QueryTable(new(models.TenantCrmContract)).
|
||
Filter("tenant_id", tenantID).Filter("contract_no", no).
|
||
Filter("delete_time__isnull", true).Count()
|
||
if count == 0 {
|
||
return no
|
||
}
|
||
}
|
||
return fmt.Sprintf("HT-%s-%d", time.Now().Format("20060102"), time.Now().UnixNano()%100000)
|
||
}
|
||
|
||
// normalizeOurRole 归一我方角色：0=我方不参与（如上中游项目中上游与中游主体之间的合同，
|
||
// 我方不是签约方），1=甲方 2=乙方 3=丙方 4=丁方，越界回退乙方。
|
||
func normalizeOurRole(v int8) int8 {
|
||
if v == 0 {
|
||
return 0
|
||
}
|
||
return pickInt8(v, 2, 4)
|
||
}
|
||
|
||
// pickInt8 取值约束：v 落在 [min, max] 内返回 v，否则返回 def。
|
||
func pickInt8(v, def, max int8) int8 {
|
||
if v >= 1 && v <= max {
|
||
return v
|
||
}
|
||
return def
|
||
}
|
||
|
||
// round2 保留两位小数。
|
||
func round2(n float64) float64 {
|
||
return float64(int64((n+1e-9)*100+0.5)) / 100
|
||
}
|
||
|
||
// toInt64 orm.Params 值转 int64。
|
||
func toInt64(v interface{}) int64 {
|
||
switch n := v.(type) {
|
||
case int64:
|
||
return n
|
||
case []byte:
|
||
x, _ := strconv.ParseInt(strings.TrimSpace(string(n)), 10, 64)
|
||
return x
|
||
case string:
|
||
x, _ := strconv.ParseInt(strings.TrimSpace(n), 10, 64)
|
||
return x
|
||
}
|
||
return 0
|
||
}
|
||
|
||
// toFloat64 orm.Params / JSON 数值转 float64。
|
||
func toFloat64(v interface{}) float64 {
|
||
switch n := v.(type) {
|
||
case float64:
|
||
return n
|
||
case int64:
|
||
return float64(n)
|
||
case []byte:
|
||
x, _ := strconv.ParseFloat(strings.TrimSpace(string(n)), 64)
|
||
return x
|
||
case string:
|
||
x, _ := strconv.ParseFloat(strings.TrimSpace(n), 64)
|
||
return x
|
||
}
|
||
return 0
|
||
}
|