wkcrm/application/crm/controller/Leads.php

<?php
// +----------------------------------------------------------------------
// | Description: 线索
// +----------------------------------------------------------------------
// | Author: Michael_xu | gengxiaoxu@5kcrm.com 
// +----------------------------------------------------------------------

namespace app\crm\controller;

use app\admin\controller\ApiCommon;
use app\crm\traits\StarTrait;
use think\Db;
use think\Hook;
use think\Request;

class Leads extends ApiCommon
{
    use StarTrait;

    /**
     * 用于判断权限
     * @permission 无限制
     * @allow 登录用户可访问
     * @other 其他根据系统设置
     **/
    public function _initialize()
    {
        $action = [
            'permission' => ['exceldownload', 'setfollow'],
            'allow' => ['system', 'count']
        ];
        Hook::listen('check_auth', $action);
        $request = Request::instance();
        $a = strtolower($request->action());
        if (!in_array($a, $action['permission'])) {
            parent::_initialize();
        }
    }

    /**
     * 线索列表
     * @return
     * @author Michael_xu
     */
    public function index()
    {
        $leadsModel = model('Leads');
        $param = $this->param;
        $userInfo = $this->userInfo;
        $param['user_id'] = $userInfo['id'];
        $data = $leadsModel->getDataList($param);
        return resultArray(['data' => $data]);
    }

    /**
     * 线索公海
     * @return
     * @author Michael_xu
     */
    public function pool()
    {
        $leadsModel = model('Leads');
        $param = $this->param;
        //线索公海条件(没有负责人或已经到期)
        $end_time = '';
        $param['update_time'] = array();

        $data = $leadsModel->getDataList($param);
        return resultArray(['data' => $data]);
    }

    /**
     * 添加线索
     * @param \think\Request $request
     * @return
     * @author Michael_xu
     */
    public function save()
    {
        $leadsModel = model('Leads');
        $param = $this->param;
        $userInfo = $this->userInfo;
        $param['create_user_id'] = $userInfo['id'];
        $param['owner_user_id'] = $userInfo['id'];

        if ($leadsModel->createData($param)) {
            return resultArray(['data' => '添加成功']);
        } else {
            return resultArray(['error' => $leadsModel->getError()]);
        }
    }

    /**
     * 线索详情
     * @param
     * @return
     * @author Michael_xu
     */
    public function read()
    {
        $leadsModel = model('Leads');
        $userModel = new \app\admin\model\User();
        $param = $this->param;
        $userInfo = $this->userInfo;
        $data = $leadsModel->getDataById($param['id'], $userInfo['id']);
        //判断权限
        $auth_user_ids = $userModel->getUserByPer('crm', 'leads', 'read');
        if (!in_array($data['owner_user_id'], $auth_user_ids)) {
            //无权限
            $authData['dataAuth'] = (int)0;
            return resultArray(['data' => $authData]);
        }
        if (!$data) {
            return resultArray(['error' => $leadsModel->getError()]);
        }
        return resultArray(['data' => $data]);
    }

    /**
     * 编辑线索
     * @param
     * @return
     * @author Michael_xu
     */
    public function update()
    {
        $leadsModel = model('Leads');
        $param = $this->param;
        $userInfo = $this->userInfo;
        $param['user_id'] = $userInfo['id'];         
        if ($leadsModel->updateDataById($param, $param['id'])) {
            return resultArray(['data' => '编辑成功']);
        } else {
            return resultArray(['error' => $leadsModel->getError()]);
        }
    }

    /**
     * 删除线索
     * @param
     * @return
     * @author Michael_xu
     */
    public function delete()
    {
        $param = $this->param;
        $leadsModel = model('Leads');
        $recordModel = new \app\admin\model\Record();
        $fileModel = new \app\admin\model\File();
        $actionRecordModel = new \app\admin\model\ActionRecord();
        if (!is_array($param['id'])) {
            $leads_id[] = $param['id'];
        } else {
            $leads_id = $param['id'];
        }
        $delIds = [];
        $errorMessage = [];

        //数据权限判断
        $userModel = new \app\admin\model\User();
        $auth_user_ids = $userModel->getUserByPer('crm', 'leads', 'delete');
        foreach ($leads_id as $k => $v) {
            $isDel = true;
            //数据详情
            $data = $leadsModel->getDataById($v);
            if (!$data) {
                $isDel = false;
                $errorMessage[] = 'id为' . $v . '的线索删除失败,错误原因：' . $leadsModel->getError();
            }
            if (!in_array($data['owner_user_id'], $auth_user_ids)) {
                $isDel = false;
                $errorMessage[] = '名称为' . $data['name'] . '的线索删除失败,错误原因：无权操作';
            }
            if ($isDel) {
                $delIds[] = $v;
            }            
        }
        $dataInfo = $leadsModel->where('leads_id',['in',$delIds])->select();
        if ($delIds) {
            $data = $leadsModel->delDatas($delIds);
            if (!$data) {
                return resultArray(['error' => $leadsModel->getError()]);
            }
            // 删除线索扩展数据
            db('crm_leads_data')->whereIn('leads_id', $delIds)->delete();
            //删除跟进记录
            $recordModel->delDataByTypes(1, $delIds);
            //删除关联附件
            $fileModel->delRFileByModule('crm_leads', $delIds);
            //删除关联操作记录
            $actionRecordModel->delDataById(['types' => 'crm_leads', 'action_id' => $delIds]);
            $userInfo = $this->userInfo;
            foreach ($dataInfo as $k => $v) {
                RecordActionLog($userInfo['id'], 'crm_leads', 'delete', $v['name'], '', '', '删除了线索：' . $v['name']);
            }
        }
        if ($errorMessage) {
            return resultArray(['error' => $errorMessage]);
        } else {
            return resultArray(['data' => '删除成功']);
        }
    }

    /**
     * 线索转化为客户
     * @param
     * @return
     * @author Michael_xu
     */
    public function transform()
    {
        $leadsModel = model('Leads');
        $customerModel = model('Customer');
        $fieldModel = new \app\admin\model\Field();
        $param = $this->param;
        $userInfo = $this->userInfo;
        $userModel = new \app\admin\model\User();
        $authIds = $userModel->getUserByPer(); //权限范围的user_id
        if (!$param['leads_id'] || !is_array($param['leads_id'])) {
            return resultArray(['error' => '请选择需要转化的线索']);
        }

        $errorMessage = [];
        foreach ($param['leads_id'] as $leads_id) {
            $data = [];
            $leadsInfo = db('crm_leads')->where(['leads_id' => $leads_id])->find();
            //字段对照关系处理
            $data = $fieldModel->getRelevantData('crm_leads', $leadsInfo) ?: [];
            $data['create_user_id'] = $userInfo['id'];
            $data['owner_user_id'] = $userInfo['id'];
            $data['deal_status'] = '未成交';
            $data['deal_time'] = time();
            $data['create_time'] = time();
            $data['update_time'] = time();
            $data['next_time'] = $leadsInfo['next_time'];

            if (empty($data['telephone'])) $data['telephone'] = 0;
            # 获取客户的时间
            $data['obtain_time'] = time();
            //权限判断
            if (!$leadsInfo) {
                $errorMessage[] = '线索《' . $leadsInfo['name'] . '》转化失败，错误原因：数据不存在；';
                continue;
            }
            if (!in_array($leadsInfo['owner_user_id'], $authIds)) {
                $errorMessage[] = '线索《' . $leadsInfo['name'] . '》转化失败，错误原因：无权限；';
                continue;
            }

            $resCustomer = $customerModel->createData($data);

            if (!$resCustomer) {
                $errorMessage[] = '线索《' . $leadsInfo['name'] . '》转化失败，错误原因：' . $customerModel->getError();
                continue;
            }
            $leadsData = [];
            $leadsData['is_transform'] = 1; //标记为已转化
            $leadsData['customer_id'] = $resCustomer['customer_id'];
            db('crm_leads')->where(['leads_id' => $leads_id])->update($leadsData);
            //修改记录
            updateActionLog($userInfo['id'], 'crm_customer', $resCustomer['customer_id'], '', '', '将线索"' . $leadsInfo['name'] . '转化为客户');
            RecordActionLog($userInfo['id'],'crm_leads','save',$leadsInfo['name'],'','','将线索'.$leadsInfo['name'].'转化为客户');
            # 将线索下的跟进记录同步至客户下
            $record = db('crm_activity')->field('activity_id', true)->where(['type' => 1, 'activity_type' => 1, 'activity_type_id' => $leads_id])->select();
            foreach ($record as $key1 => $value1) {
                $record[$key1]['activity_type'] = 2;
                $record[$key1]['activity_type_id'] = $resCustomer['customer_id'];
                $record[$key1]['create_time'] = time() + 1;
                $record[$key1]['update_time'] = time() + 1;
            }
            if (!empty($record)) db('crm_activity')->insertAll($record);
        }
        if (!$errorMessage) {
            return resultArray(['data' => '转化成功']);
        } else {
            return resultArray(['error' => $errorMessage]);
        }
    }

    /**
     * 线索转移
     * @param owner_user_id 变更负责人
     * @param is_remove 1移出，2转为团队成员
     * @param type 权限 1只读2读写
     * @return
     * @author Michael_xu
     */
    public function transfer()
    {
        $param = $this->param;
        $userInfo = $this->userInfo;
        $leadsModel = model('Leads');
        $settingModel = model('Setting');
        $userModel = new \app\admin\model\User();
        $authIds = $userModel->getUserByPer(); //权限范围的user_id

        if (!$param['owner_user_id']) {
            return resultArray(['error' => '变更负责人不能为空']);
        }
        if (!$param['leads_id'] || !is_array($param['leads_id'])) {
            return resultArray(['error' => '请选择需要转移的线索']);
        }

        $is_remove = $param['is_remove'] == 2 ?: 1;
        $type = $param['type'] == 2 ?: 1;

        $data = [];
        $data['owner_user_id'] = $param['owner_user_id'];
        $data['update_time'] = time();
        $data['follow'] = '待跟进';

        $ownerUserName = $userModel->getUserNameById($param['owner_user_id']);
        $errorMessage = [];
        foreach ($param['leads_id'] as $leads_id) {
            $leadsInfo = $leadsModel->getDataById($leads_id);
            if (!$leadsInfo) {
                $errorMessage[] = '名称:为《' . $leadsInfo['name'] . '》的线索转移失败，错误原因：数据不存在；';
                continue;
            }
            //权限判断
            if (!in_array($leadsInfo['owner_user_id'], $authIds)) {
                $errorMessage[] = '"' . $leadsInfo['name'] . '"转移失败，错误原因：无权限；';
                continue;
            }

            # 处理分配标识，待办事项专用
            $data['is_allocation'] = 1;

            $resLeads = db('crm_leads')->where(['leads_id' => $leads_id])->update($data);
            if (!$resLeads) {
                $errorMessage[] = '"' . $leadsInfo['name'] . '"转移失败，错误原因：数据出错；';
                continue;
            }
            //修改记录
            updateActionLog($userInfo['id'], 'crm_leads', $leads_id, '', '', '将线索转移给：' . $ownerUserName);
            RecordActionLog($userInfo['id'], 'crm_leads', 'transfer',$leadsInfo['name'], '','','将线索：'.$leadsInfo['name'].'转移给：' . $ownerUserName);
    
        }
        if (!$errorMessage) {
            return resultArray(['data' => '转移成功']);
        } else {
            return resultArray(['error' => $errorMessage]);
        }
    }

    /**
     * 线索导入模板
     * @param string $save_path 本地保存路径     用于错误数据导出，在 Admin\Model\Excel::importExcel()调用
     * @return
     * @author Michael_xu
     */
    public function excelDownload($save_path = '')
    {
        # 下次升级使用
        $param = $this->param;
        $userInfo = $this->userInfo;
        $excelModel = new \app\admin\model\Excel();
        // 导出的字段列表
        $fieldModel = new \app\admin\model\Field();
        $fieldParam['types'] = 'crm_leads';
        $fieldParam['action'] = 'excel';
        $field_list = $fieldModel->field($fieldParam);
        $field=[1=>[
            'field'=>'owner_user_id',
            'types'=>'crm_leads',
            'name'=>'负责人',
            'form_type'=>'user',
            'default_value'=>'',
            'is_null' => 1,
            'input_tips' =>'',
            'setting' => Array(),
            'is_hidden'=>0,
            'writeStatus' => 1,
            'value' => '']
        ];
        $first_array = array_splice($field_list, 2,0, $field);
        $excelModel->excelImportDownload($field_list, 'crm_leads', $save_path);
    }

    /**
     * 线索导出
     * @param
     * @return
     * @author Michael_xu
     */
    public function excelExport()
    {
        $param = $this->param;
        $userInfo = $this->userInfo;
        $param['user_id'] = $userInfo['id'];
        $action_name='导出全部';
        if ($param['leads_id']) {
            $param['leads_id'] = ['condition' => 'in', 'value' => $param['leads_id'], 'form_type' => 'text', 'name' => ''];
            $param['is_excel'] = 1;
            $action_name='导出选中';
        }

        $excelModel = new \app\admin\model\Excel();
        // 导出的字段列表
        $fieldModel = new \app\admin\model\Field();
        $field_list = $fieldModel->getIndexFieldConfig('crm_leads', $userInfo['id'],'','excel');
        // 文件名
        $file_name = '5kcrm_leads_' . date('Ymd');

        $model = model('Leads');
        $temp_file = $param['temp_file'];
        unset($param['temp_file']);
        $page = $param['page'] ?: 1;
        unset($param['page']);
        unset($param['export_queue_index']);
        RecordActionLog($userInfo['id'],'crm_leads','excelexport',$action_name,'','','导出线索');
        return $excelModel->batchExportCsv($file_name, $temp_file, $field_list, $page, function ($page, $limit) use ($model, $field_list, $param) {
            $param['page'] = $page;
            $param['limit'] = $limit;
            $data = $model->getDataList($param);
            $data['list'] = $model->exportHandle($data['list'], $field_list, 'leads');
            return $data;
        });
    }

    /**
     * 线索数据导入
     * @param
     * @return
     * @author Michael_xu
     */
    public function excelImport()
    {
        $param = $this->param;
        $userInfo = $this->userInfo;
        $excelModel = new \app\admin\model\Excel();
        $param['types'] = 'crm_leads';
        $param['create_user_id'] = $userInfo['id'];
        $file = request()->file('file');
        // $res = $excelModel->importExcel($file, $param);
        $res = $excelModel->batchImportData($file, $param, $this);
        if (!$res) {
            return resultArray(['error' => $excelModel->getError()]);
        }
        RecordActionLog($userInfo['id'],'crm_leads','excel','导入线索','','','导入线索');
    
        return resultArray(['data' => $excelModel->getError()]);
    }

    /**
     * 线索标记为已跟进
     * @param
     * @return
     * @author Michael_xu
     */
    public function setFollow()
    {
        $param = $this->param;
        $leadsIds = input('post.id/a') ?: [];
        if (!$leadsIds || !is_array($leadsIds)) {
            return resultArray(['error' => '参数错误']);
        }
        $data['follow'] = '已跟进';
        $data['update_time'] = time();
        $res = db('crm_leads')->where(['leads_id' => ['in', $leadsIds]])->update($data);
        if (!$res) {
            return resultArray(['error' => '操作失败，请重试']);
        }
        return resultArray(['data' => '跟进成功']);
    }

    /**
     * 设置关注
     *
     * @return \think\response\Json
     * @throws \think\Exception
     * @throws \think\exception\PDOException
     */
    public function star()
    {
        $userId = $this->userInfo['id'];
        $targetId = $this->param['target_id'];
        $type = $this->param['type'];

        if (empty($userId) || empty($targetId) || empty($type)) return resultArray(['error' => '缺少必要参数！']);

        if (!$this->setStar($type, $userId, $targetId)) {
            return resultArray(['error' => '设置关注失败！']);
        }

        return resultArray(['data' => '设置关注成功！']);
    }

    /**
     * 系统信息
     *
     * @return \think\response\Json
     * @throws \think\db\exception\DataNotFoundException
     * @throws \think\db\exception\ModelNotFoundException
     * @throws \think\exception\DbException
     */
    public function system()
    {
        if (empty($this->param['id'])) return resultArray(['error' => '参数错误！']);

        $leadsModel = new \app\crm\model\Leads();

        $data = $leadsModel->getSystemInfo($this->param['id']);

        return resultArray(['data' => $data]);
    }

    /**
     * table标签栏数量
     *
     * @return \think\response\Json
     * @throws \think\Exception
     */
    public function count()
    {
        if (empty($this->param['leads_id'])) return resultArray(['error' => '参数错误！']);

        # 附件
        $fileCount = Db::name('crm_leads_file')->alias('leads')->join('__ADMIN_FILE__ file', 'file.file_id = leads.file_id')->where('leads_id', $this->param['leads_id'])->count();

        return resultArray(['data' => ['fileCount' => $fileCount]]);
    }
}