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公海客户捞取审批

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pull/10/head
张萌 2 years ago
parent c33c0f45c3
commit 9a3badcb4f
6 changed files with 571 additions and 136 deletions
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2
application/admin/model/ExamineFlow.php
Unescape View File

@ -22,7 +22,7 @@ class ExamineFlow extends Common
protected $createTime = 'create_time'; protected $createTime = 'create_time';
protected $updateTime = 'update_time'; protected $updateTime = 'update_time';
protected $autoWriteTimestamp = true; protected $autoWriteTimestamp = true;
protected $typesArr = ['crm_contract', 'crm_receivables', 'crm_invoice', 'oa_examine', 'jxc_purchase', 'jxc_retreat', 'jxc_sale', 'jxc_salereturn', 'jxc_payment', 'jxc_collection', 'jxc_allocation', 'jxc_inventory']; protected $typesArr = ['crm_customer_check', 'crm_business','crm_contract', 'crm_receivables', 'crm_invoice', 'oa_examine', 'jxc_purchase', 'jxc_retreat', 'jxc_sale', 'jxc_salereturn', 'jxc_payment', 'jxc_collection', 'jxc_allocation', 'jxc_inventory'];
/** /**
* [getDataList 审批流程list] * [getDataList 审批流程list]

9
application/admin/model/Message.php
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@ -9,6 +9,7 @@ namespace app\admin\model;
use app\admin\model\ImportRecord as ImportRecordModel; use app\admin\model\ImportRecord as ImportRecordModel;
use app\admin\model\User as UserModel; use app\admin\model\User as UserModel;
use app\crm\model\Contract as ContractModel; use app\crm\model\Contract as ContractModel;
use app\crm\model\CustomerCheck;
use app\crm\model\Invoice; use app\crm\model\Invoice;
use app\crm\model\Receivables as ReceivablesModel; use app\crm\model\Receivables as ReceivablesModel;
use app\oa\model\Announcement as AnnouncementModel; use app\oa\model\Announcement as AnnouncementModel;
@ -265,6 +266,10 @@ class Message extends Common
* 盘点审批通过 * 盘点审批通过
*/ */
const INVENTORY_PASS = 56; const INVENTORY_PASS = 56;
/**
* 客户待审批
*/
const CUSTOMER_TO_DO = 57;
/** /**
* 消息类型 * 消息类型
@ -423,6 +428,7 @@ class Message extends Common
self::BUSINESS_PASS, self::BUSINESS_PASS,
self::CUSTOMER_PASS, self::CUSTOMER_PASS,
self::CONTRACT_END, self::CONTRACT_END,
self::CUSTOMER_TO_DO,
], ],
'jxc' => [ 'jxc' => [
self::PURCHASE_TO_DO, self::PURCHASE_TO_DO,
@ -559,6 +565,9 @@ class Message extends Common
case self::CONTRACT_PASS: case self::CONTRACT_PASS:
case self::TEAM_CONTRACT: case self::TEAM_CONTRACT:
return ContractModel::where(['contract_id' => $data['action_id']])->value('name') ?: ''; return ContractModel::where(['contract_id' => $data['action_id']])->value('name') ?: '';
// 客户
case self::CUSTOMER_TO_DO:
return CustomerCheck::where(['customer_check_id' => $data['action_id']])->value('name') ?: '';
// 回款 // 回款
case self::RECEIVABLES_TO_DO: case self::RECEIVABLES_TO_DO:

23
application/crm/controller/CustomerPool.php
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@ -172,7 +172,7 @@ class CustomerPool extends ApiCommon
$param = $this->param; $param = $this->param;
$param['user_id'] = $this->userInfo['id']; $param['user_id'] = $this->userInfo['id'];
$result = (new CustomerPoolLogic())->receiveCustomers($param); $result = (new CustomerPoolLogic())->customerReceiveExamine($param);
if (!empty($result)) return resultArray(['error' => $result]); if (!empty($result)) return resultArray(['error' => $result]);
@ -398,4 +398,25 @@ class CustomerPool extends ApiCommon
$pool_list=array_merge($pool_list,$list); $pool_list=array_merge($pool_list,$list);
return $pool_list; return $pool_list;
} }
/**
* 领取公海池客户
*
* @return Json
* @since 2021-04-15
* @author fanqi
*/
public function checkCustomerReveive()
{
if (empty($this->param['customer_id'])) return resultArray(['error' => '请选择要领取的公海客户！']);
$param = $this->param;
$param['user_id'] = $this->userInfo['id'];
$result = (new CustomerPoolLogic())->customerReceiveExamine($param);
if (!empty($result)) return resultArray(['error' => $result]);
return resultArray(['data' => '领取成功！']);
}
} }

184
application/crm/logic/CustomerPoolLogic.php
Unescape View File

@ -12,7 +12,9 @@ use app\admin\model\ActionRecord;
use app\admin\model\Common; use app\admin\model\Common;
use app\admin\model\Field; use app\admin\model\Field;
use app\admin\model\File; use app\admin\model\File;
use app\admin\model\Message;
use app\admin\model\Record; use app\admin\model\Record;
use app\admin\model\User;
use app\crm\model\CustomerConfig; use app\crm\model\CustomerConfig;
use PDOStatement; use PDOStatement;
use think\Collection; use think\Collection;
@ -25,9 +27,9 @@ class CustomerPoolLogic extends Common
* 公海列表 * 公海列表
* *
* @param $param * @param $param
* @author fanqi
* @since 2021-04-14
* @return array * @return array
* @since 2021-04-14
* @author fanqi
*/ */
public function getPoolList($param) public function getPoolList($param)
{ {
@ -114,12 +116,12 @@ class CustomerPoolLogic extends Common
$extraData = []; $extraData = [];
$customerIds = array_column($customerPoolList, 'customer_id'); $customerIds = array_column($customerPoolList, 'customer_id');
$extraList = db('crm_customer_data')->whereIn('customer_id', $customerIds)->select(); $extraList = db('crm_customer_data')->whereIn('customer_id', $customerIds)->select();
foreach ($extraList AS $key => $value) { foreach ($extraList as $key => $value) {
$extraData[$value['customer_id']][$value['field']] = $value['content']; $extraData[$value['customer_id']][$value['field']] = $value['content'];
} }
// 整理公海数据 // 整理公海数据
foreach ($customerPoolList AS $key => $value) { foreach ($customerPoolList as $key => $value) {
$customerPoolList[$key]['create_user_name'] = !empty($userData[$value['create_user_id']]) ? $userData[$value['create_user_id']] : ''; $customerPoolList[$key]['create_user_name'] = !empty($userData[$value['create_user_id']]) ? $userData[$value['create_user_id']] : '';
$customerPoolList[$key]['before_owner_user_name'] = !empty($userData[$value['before_owner_user_id']]) ? $userData[$value['before_owner_user_id']] : ''; $customerPoolList[$key]['before_owner_user_name'] = !empty($userData[$value['before_owner_user_id']]) ? $userData[$value['before_owner_user_id']] : '';
@ -130,38 +132,38 @@ class CustomerPoolLogic extends Common
$customerPoolList[$key]['into_pool_time'] = !empty($value['into_pool_time']) ? date('Y-m-d H:i:s', $value['into_pool_time']) : null; $customerPoolList[$key]['into_pool_time'] = !empty($value['into_pool_time']) ? date('Y-m-d H:i:s', $value['into_pool_time']) : null;
// 处理日期时间类型的自定义字段 // 处理日期时间类型的自定义字段
foreach ($datetimeField AS $k => $v) { foreach ($datetimeField as $k => $v) {
if (!empty($value[$v])) $customerPoolList[$key][$v] = date('Y-m-d H:i:s', $value[$v]); if (!empty($value[$v])) $customerPoolList[$key][$v] = date('Y-m-d H:i:s', $value[$v]);
} }
// 处理人员类型的自定义字段 // 处理人员类型的自定义字段
foreach ($userField AS $k => $v) { foreach ($userField as $k => $v) {
if (!empty($value[$v])) { if (!empty($value[$v])) {
$customerPoolList[$key][$v] = $this->fieldTransformToText($value[$v], $userData); $customerPoolList[$key][$v] = $this->fieldTransformToText($value[$v], $userData);
} }
} }
// 处理部门类型的自定义字段 // 处理部门类型的自定义字段
foreach ($structureField AS $k => $v) { foreach ($structureField as $k => $v) {
if (!empty($value[$v])) $customerPoolList[$key][$v] = $this->fieldTransformToText($value[$v], $structureData); if (!empty($value[$v])) $customerPoolList[$key][$v] = $this->fieldTransformToText($value[$v], $structureData);
} }
// 布尔值类型字段 // 布尔值类型字段
foreach ($booleanField AS $k => $v) { foreach ($booleanField as $k => $v) {
$customerPoolList[$key][$v] = !empty($value[$v]) ? (string)$value[$v] : '0'; $customerPoolList[$key][$v] = !empty($value[$v]) ? (string)$value[$v] : '0';
} }
// 处理日期区间类型字段的格式 // 处理日期区间类型字段的格式
foreach ($dateIntervalField AS $k => $v) { foreach ($dateIntervalField as $k => $v) {
$customerPoolList[$key][$v] = !empty($extraData[$value['customer_id']][$v]) ? json_decode($extraData[$value['customer_id']][$v], true) : null; $customerPoolList[$key][$v] = !empty($extraData[$value['customer_id']][$v]) ? json_decode($extraData[$value['customer_id']][$v], true) : null;
} }
// 处理地址类型字段的格式 // 处理地址类型字段的格式
foreach ($positionField AS $k => $v) { foreach ($positionField as $k => $v) {
$customerPoolList[$key][$v] = !empty($extraData[$value['customer_id']][$v]) ? json_decode($extraData[$value['customer_id']][$v], true) : null; $customerPoolList[$key][$v] = !empty($extraData[$value['customer_id']][$v]) ? json_decode($extraData[$value['customer_id']][$v], true) : null;
} }
// 手写签名类型字段 // 手写签名类型字段
foreach ($handwritingField AS $k => $v) { foreach ($handwritingField as $k => $v) {
$handwritingData = !empty($value[$v]) ? db('admin_file')->where('file_id', $value[$v])->value('file_path') : null; $handwritingData = !empty($value[$v]) ? db('admin_file')->where('file_id', $value[$v])->value('file_path') : null;
$customerPoolList[$key][$v] = ['url' => !empty($handwritingData) ? getFullPath($handwritingData) : null]; $customerPoolList[$key][$v] = ['url' => !empty($handwritingData) ? getFullPath($handwritingData) : null];
} }
// 定位类型字段 // 定位类型字段
foreach ($locationField AS $k => $v) { foreach ($locationField as $k => $v) {
$customerPoolList[$key][$v] = !empty($extraData[$value['customer_id']][$v]) ? json_decode($extraData[$value['customer_id']][$v], true) : null; $customerPoolList[$key][$v] = !empty($extraData[$value['customer_id']][$v]) ? json_decode($extraData[$value['customer_id']][$v], true) : null;
} }
} }
@ -176,9 +178,9 @@ class CustomerPoolLogic extends Common
* 公海详情 * 公海详情
* *
* @param array $param pool_id 公海ID，customer_id 客户ID * @param array $param pool_id 公海ID，customer_id 客户ID
* @author fanqi
* @since 2021-04-14
* @return array|bool|PDOStatement|string|Model|null * @return array|bool|PDOStatement|string|Model|null
* @since 2021-04-14
* @author fanqi
*/ */
public function getPoolData($param) public function getPoolData($param)
{ {
@ -214,19 +216,19 @@ class CustomerPoolLogic extends Common
$data['into_pool_time'] = !empty($data['into_pool_time']) ? date('Y-m-d H:i:s', $data['into_pool_time']) : null; $data['into_pool_time'] = !empty($data['into_pool_time']) ? date('Y-m-d H:i:s', $data['into_pool_time']) : null;
# 处理日期时间类型的自定义字段 # 处理日期时间类型的自定义字段
foreach ($datetimeField AS $k => $v) { foreach ($datetimeField as $k => $v) {
if (isset($data[$v])) { if (isset($data[$v])) {
$data[$v] = !empty($data[$v]) ? date('Y-m-d H:i:s', $data[$v]) : null; $data[$v] = !empty($data[$v]) ? date('Y-m-d H:i:s', $data[$v]) : null;
} }
} }
# 处理人员类型的自定义字段 # 处理人员类型的自定义字段
foreach ($userField AS $k => $v) { foreach ($userField as $k => $v) {
if (isset($data[$v]) && !empty($data[$v])) { if (isset($data[$v]) && !empty($data[$v])) {
$data[$v] = $this->fieldTransformToText($data[$v], $userData); $data[$v] = $this->fieldTransformToText($data[$v], $userData);
} }
} }
# 处理部门类型的自定义字段 # 处理部门类型的自定义字段
foreach ($structureField AS $k => $v) { foreach ($structureField as $k => $v) {
if (isset($data[$v]) && !empty($data[$v])) { if (isset($data[$v]) && !empty($data[$v])) {
$data[$v] = $this->fieldTransformToText($data[$v], $structureData); $data[$v] = $this->fieldTransformToText($data[$v], $structureData);
} }
@ -252,7 +254,7 @@ class CustomerPoolLogic extends Common
$customerData = $this->getCustomerList($customerId); $customerData = $this->getCustomerList($customerId);
# 验证是否是公海数据 # 验证是否是公海数据
foreach ($customerId AS $key => $value) { foreach ($customerId as $key => $value) {
if (empty($customerData[$value])) { if (empty($customerData[$value])) {
$message[] = '删除 《' . $customerData[$value]['name'] . '》 失败，原因：公海客户不存在！'; $message[] = '删除 《' . $customerData[$value]['name'] . '》 失败，原因：公海客户不存在！';
@ -275,7 +277,7 @@ class CustomerPoolLogic extends Common
$customerContractData = db('crm_contract')->whereIn('customer_id', $customerId)->column('customer_id'); $customerContractData = db('crm_contract')->whereIn('customer_id', $customerId)->column('customer_id');
# 验证客户下是否存在联系人、商机、合同 # 验证客户下是否存在联系人、商机、合同
foreach ($customerId AS $key => $value) { foreach ($customerId as $key => $value) {
if (in_array($value, $customerContactsData)) { if (in_array($value, $customerContactsData)) {
$message[] = '删除 《' . $customerData[$value]['name'] . '》 失败，原因：客户下存在联系人！'; $message[] = '删除 《' . $customerData[$value]['name'] . '》 失败，原因：客户下存在联系人！';
@ -307,7 +309,7 @@ class CustomerPoolLogic extends Common
# 记录到数据操作日志 # 记录到数据操作日志
$ip = request()->ip(); $ip = request()->ip();
$addOperationLogData = []; $addOperationLogData = [];
foreach ($customerId AS $key => $value) { foreach ($customerId as $key => $value) {
$addOperationLogData[] = [ $addOperationLogData[] = [
'user_id' => $param['user_id'], 'user_id' => $param['user_id'],
'client_ip' => $ip, 'client_ip' => $ip,
@ -332,9 +334,9 @@ class CustomerPoolLogic extends Common
* 获取公海池列表 * 获取公海池列表
* *
* @param array $param 查询参数：user_id 用户id，structure_id 部门id * @param array $param 查询参数：user_id 用户id，structure_id 部门id
* @author fanqi
* @since 2021-04-21
* @return bool|PDOStatement|string|Collection * @return bool|PDOStatement|string|Collection
* @since 2021-04-21
* @author fanqi
*/ */
public function getPondList($param) public function getPondList($param)
{ {
@ -353,9 +355,9 @@ class CustomerPoolLogic extends Common
* 获取公海字段 * 获取公海字段
* *
* @param array $param pool_id 公海ID，action 操作类型，action_id 数据id * @param array $param pool_id 公海ID，action 操作类型，action_id 数据id
* @author fanqi
* @since 2021-04-13
* @return array * @return array
* @since 2021-04-13
* @author fanqi
*/ */
public function getFieldList($param) public function getFieldList($param)
{ {
@ -370,7 +372,7 @@ class CustomerPoolLogic extends Common
$list = db('crm_customer_pool_field_setting')->where($where)->select(); $list = db('crm_customer_pool_field_setting')->where($where)->select();
# 处理公海字段 # 处理公海字段
foreach ($list AS $key => $value) { foreach ($list as $key => $value) {
$list[$key]['field'] = $value['field_name']; $list[$key]['field'] = $value['field_name'];
# 处理别名 # 处理别名
@ -411,9 +413,9 @@ class CustomerPoolLogic extends Common
/** /**
* 高级筛选字段列表 * 高级筛选字段列表
* *
* @author fanqi
* @since 2021-04-14
* @return array * @return array
* @since 2021-04-14
* @author fanqi
*/ */
public function getAdvancedFilterFieldList() public function getAdvancedFilterFieldList()
{ {
@ -434,7 +436,7 @@ class CustomerPoolLogic extends Common
$list = array_merge($list, $base); $list = array_merge($list, $base);
# 整理数据 # 整理数据
foreach ($list AS $key => $value) { foreach ($list as $key => $value) {
if (!empty($value['setting'])) $list[$key]['setting'] = explode(chr(10), $value['setting']); if (!empty($value['setting'])) $list[$key]['setting'] = explode(chr(10), $value['setting']);
} }
@ -603,9 +605,9 @@ class CustomerPoolLogic extends Common
* 分配客户 * 分配客户
* *
* @param array $param user_id 员工ID，customer_id 客户ID * @param array $param user_id 员工ID，customer_id 客户ID
* @author fanqi
* @since 2021-04-15
* @return array * @return array
* @since 2021-04-15
* @author fanqi
*/ */
public function distributeCustomer($param) public function distributeCustomer($param)
{ {
@ -621,7 +623,7 @@ class CustomerPoolLogic extends Common
$customerData = $this->getCustomerList($customerId); $customerData = $this->getCustomerList($customerId);
# 剔除非公海客户 # 剔除非公海客户
foreach ($customerId AS $key => $value) { foreach ($customerId as $key => $value) {
if (!empty($customerData[$value]['owner_user_id'])) { if (!empty($customerData[$value]['owner_user_id'])) {
$message[] = '将客户《' . $customerData[$value]['name'] . '》分配给员工' . $username . '失败，失败原因：不是公海客户！'; $message[] = '将客户《' . $customerData[$value]['name'] . '》分配给员工' . $username . '失败，失败原因：不是公海客户！';
@ -641,7 +643,7 @@ class CustomerPoolLogic extends Common
$failCustomer = []; $failCustomer = [];
if (!is_bool($exceedCount) && !empty($exceedCount) && $exceedCount > 0) { if (!is_bool($exceedCount) && !empty($exceedCount) && $exceedCount > 0) {
$failCustomer = array_slice($customerId, count($customerId) - $exceedCount); $failCustomer = array_slice($customerId, count($customerId) - $exceedCount);
foreach ($failCustomer AS $key => $value) { foreach ($failCustomer as $key => $value) {
$message[] = '将客户《' . $customerData[$value]['name'] . '》分配给员工' . $username . '失败，失败原因：持有客户数达到上限！'; $message[] = '将客户《' . $customerData[$value]['name'] . '》分配给员工' . $username . '失败，失败原因：持有客户数达到上限！';
} }
} }
@ -669,7 +671,7 @@ class CustomerPoolLogic extends Common
$addActionRecordData = []; $addActionRecordData = [];
$addOperationLogData = []; $addOperationLogData = [];
$addReceiveData = []; $addReceiveData = [];
foreach ($addCustomerId AS $key => $value) { foreach ($addCustomerId as $key => $value) {
$addActionRecordData[] = [ $addActionRecordData[] = [
'user_id' => $userId, 'user_id' => $userId,
'types' => 'crm_customer', 'types' => 'crm_customer',
@ -730,9 +732,9 @@ class CustomerPoolLogic extends Common
* 公海权限 * 公海权限
* *
* @param $param * @param $param
* @author fanqi
* @since 2021-04-14
* @return array * @return array
* @since 2021-04-14
* @author fanqi
*/ */
public function getAuthorityData($param) public function getAuthorityData($param)
{ {
@ -778,9 +780,9 @@ class CustomerPoolLogic extends Common
* 获取用户公海字段样式 * 获取用户公海字段样式
* *
* @param array $param pool 公海ID，user_is 用户ID * @param array $param pool 公海ID，user_is 用户ID
* @author fanqi
* @since 2021-04-22
* @return array[] * @return array[]
* @since 2021-04-22
* @author fanqi
*/ */
public function getFieldConfigIndex($param) public function getFieldConfigIndex($param)
{ {
@ -794,7 +796,7 @@ class CustomerPoolLogic extends Common
if (!empty($data)) { if (!empty($data)) {
$exceptFields = db('admin_field')->where(['types' => 'crm_customer', 'form_type' => ['in', ['file', 'handwriting_sign', 'desc_text', 'detail_table']]])->column('field'); $exceptFields = db('admin_field')->where(['types' => 'crm_customer', 'form_type' => ['in', ['file', 'handwriting_sign', 'desc_text', 'detail_table']]])->column('field');
foreach ($data AS $key => $value) { foreach ($data as $key => $value) {
if (in_array($value['field'], $exceptFields)) continue; if (in_array($value['field'], $exceptFields)) continue;
if (!empty($value['is_hidden'])) { if (!empty($value['is_hidden'])) {
@ -811,7 +813,7 @@ class CustomerPoolLogic extends Common
'form_type' => ['notin', ['file', 'handwriting_sign', 'desc_text', 'detail_table']] 'form_type' => ['notin', ['file', 'handwriting_sign', 'desc_text', 'detail_table']]
]; ];
$poolField = db('crm_customer_pool_field_setting')->where($where)->select(); $poolField = db('crm_customer_pool_field_setting')->where($where)->select();
foreach ($poolField AS $key => $value) { foreach ($poolField as $key => $value) {
if (empty($value['is_hidden'])) { if (empty($value['is_hidden'])) {
$showList[] = [ $showList[] = [
'field' => $value['field_name'], 'field' => $value['field_name'],
@ -840,7 +842,7 @@ class CustomerPoolLogic extends Common
$data = !empty($data) ? json_decode($data, true) : []; $data = !empty($data) ? json_decode($data, true) : [];
if (!empty($data)) { if (!empty($data)) {
foreach ($data AS $key => $value) { foreach ($data as $key => $value) {
if ($param['field'] == $value['field']) { if ($param['field'] == $value['field']) {
$data[$key]['width'] = $param['width']; $data[$key]['width'] = $param['width'];
} }
@ -852,7 +854,7 @@ class CustomerPoolLogic extends Common
} else { } else {
$result = []; $result = [];
$poolField = db('crm_customer_pool_field_setting')->where('pool_id', $param['pool_id'])->select(); $poolField = db('crm_customer_pool_field_setting')->where('pool_id', $param['pool_id'])->select();
foreach ($poolField AS $key => $value) { foreach ($poolField as $key => $value) {
if ($param['field'] == $value['field_name']) { if ($param['field'] == $value['field_name']) {
$value['width'] = $param['width']; $value['width'] = $param['width'];
} }
@ -888,7 +890,7 @@ class CustomerPoolLogic extends Common
$showList = $param['value']; $showList = $param['value'];
$hideList = $param['hide_value']; $hideList = $param['hide_value'];
foreach ($showList AS $key => $value) { foreach ($showList as $key => $value) {
$data[] = [ $data[] = [
'field' => $value['field'], 'field' => $value['field'],
'name' => $value['name'], 'name' => $value['name'],
@ -896,7 +898,7 @@ class CustomerPoolLogic extends Common
'width' => $value['width'] 'width' => $value['width']
]; ];
} }
foreach ($hideList AS $key => $value) { foreach ($hideList as $key => $value) {
$data[] = [ $data[] = [
'field' => $value['field'], 'field' => $value['field'],
'name' => $value['name'], 'name' => $value['name'],
@ -926,9 +928,9 @@ class CustomerPoolLogic extends Common
* *
* @param string $source 源ids * @param string $source 源ids
* @param array $target 目标数组 * @param array $target 目标数组
* @author fanqi
* @since 2021-04-14
* @return string * @return string
* @since 2021-04-14
* @author fanqi
*/ */
private function fieldTransformToText($source, $target) private function fieldTransformToText($source, $target)
{ {
@ -936,7 +938,7 @@ class CustomerPoolLogic extends Common
$array = explode(',', trim($source, ',')); $array = explode(',', trim($source, ','));
foreach ($array AS $kk => $vv) { foreach ($array as $kk => $vv) {
if (!empty($target[$vv])) $result[] = $target[$vv]; if (!empty($target[$vv])) $result[] = $target[$vv];
} }
@ -947,9 +949,9 @@ class CustomerPoolLogic extends Common
* 查询表字段 * 查询表字段
* *
* @param int $poolId 公海ID * @param int $poolId 公海ID
* @author fanqi
* @since 2021-04-14
* @return string * @return string
* @since 2021-04-14
* @author fanqi
*/ */
private function getPoolQueryField($poolId) private function getPoolQueryField($poolId)
{ {
@ -968,9 +970,9 @@ class CustomerPoolLogic extends Common
/** /**
* 获取员工列表 * 获取员工列表
* *
* @author fanqi
* @since 2021-04-14
* @return array * @return array
* @since 2021-04-14
* @author fanqi
*/ */
private function getUserList() private function getUserList()
{ {
@ -978,7 +980,7 @@ class CustomerPoolLogic extends Common
$list = db('admin_user')->field(['id', 'realname'])->select(); $list = db('admin_user')->field(['id', 'realname'])->select();
foreach ($list AS $key => $value) { foreach ($list as $key => $value) {
$result[$value['id']] = $value['realname']; $result[$value['id']] = $value['realname'];
} }
@ -988,9 +990,9 @@ class CustomerPoolLogic extends Common
/** /**
* 获取部门列表 * 获取部门列表
* *
* @author fanqi
* @since 2021-04-14
* @return array * @return array
* @since 2021-04-14
* @author fanqi
*/ */
private function getStructureList() private function getStructureList()
{ {
@ -998,7 +1000,7 @@ class CustomerPoolLogic extends Common
$list = db('admin_structure')->field(['id', 'name'])->select(); $list = db('admin_structure')->field(['id', 'name'])->select();
foreach ($list AS $key => $value) { foreach ($list as $key => $value) {
$result[$value['id']] = $value['name']; $result[$value['id']] = $value['name'];
} }
@ -1009,9 +1011,9 @@ class CustomerPoolLogic extends Common
* 获取客户列表 * 获取客户列表
* *
* @param array $customerId 客户ID * @param array $customerId 客户ID
* @author fanqi
* @since 2021-04-15
* @return array * @return array
* @since 2021-04-15
* @author fanqi
*/ */
private function getCustomerList($customerId) private function getCustomerList($customerId)
{ {
@ -1021,7 +1023,7 @@ class CustomerPoolLogic extends Common
$customerList = db('crm_customer')->field(['customer_id', 'owner_user_id', 'name', 'into_pool_time', 'before_owner_user_id'])->whereIn('customer_id', $customerId)->select(); $customerList = db('crm_customer')->field(['customer_id', 'owner_user_id', 'name', 'into_pool_time', 'before_owner_user_id'])->whereIn('customer_id', $customerId)->select();
# 整理客户数据 # 整理客户数据
foreach ($customerList AS $key => $value) { foreach ($customerList as $key => $value) {
$result[$value['customer_id']] = $value; $result[$value['customer_id']] = $value;
} }
@ -1050,7 +1052,7 @@ class CustomerPoolLogic extends Common
$list = json_decode($list, true); $list = json_decode($list, true);
foreach ($list AS $key => $value) { foreach ($list as $key => $value) {
if (!empty($value['is_hidden']) || empty($data[$value['field']])) continue; if (!empty($value['is_hidden']) || empty($data[$value['field']])) continue;
$result[] = [ $result[] = [
@ -1086,12 +1088,12 @@ class CustomerPoolLogic extends Common
# 公海字段-后台配置数据 # 公海字段-后台配置数据
$poolField = db('crm_customer_pool_field_setting')->where('pool_id', $param['pool_id'])->select(); $poolField = db('crm_customer_pool_field_setting')->where('pool_id', $param['pool_id'])->select();
$poolData = []; $poolData = [];
foreach ($poolField AS $key => $value) { foreach ($poolField as $key => $value) {
$poolData[$value['field_name']] = $value; $poolData[$value['field_name']] = $value;
} }
# 去掉隐藏的字段 + 去掉已经存在的字段 = 剩下的就是新增(隐藏后又开启)的字段 # 去掉隐藏的字段 + 去掉已经存在的字段 = 剩下的就是新增(隐藏后又开启)的字段
foreach ($fieldStyleList AS $key => $value) { foreach ($fieldStyleList as $key => $value) {
# 去掉隐藏的字段 # 去掉隐藏的字段
if (empty($poolData[$value['field']]) || (!empty($poolData[$value['field']]) && !empty($poolData[$value['field']]['is_hidden']))) { if (empty($poolData[$value['field']]) || (!empty($poolData[$value['field']]) && !empty($poolData[$value['field']]['is_hidden']))) {
unset($fieldStyleList[$key]); unset($fieldStyleList[$key]);
@ -1108,7 +1110,7 @@ class CustomerPoolLogic extends Common
# 新增（隐藏后又开启）字段 # 新增（隐藏后又开启）字段
if (!empty($poolData)) { if (!empty($poolData)) {
foreach ($poolData AS $key => $value) { foreach ($poolData as $key => $value) {
if (empty($value['is_hidden'])) { if (empty($value['is_hidden'])) {
$fieldStyleList[] = [ $fieldStyleList[] = [
'field' => $value['field_name'], 'field' => $value['field_name'],
@ -1127,4 +1129,64 @@ class CustomerPoolLogic extends Common
} }
} }
} }
/**
* 发起捞起客户审批
* @param array $param user_id 领取人ID，customer_id 要领取的客户ID check_user_id 审核人id
*/
public function customerReceiveExamine($param)
{
$customerCheckModel = model('CustomerCheck');
$examineStepModel = new \app\admin\model\ExamineStep();
$examineStatus = $param['examineStatus'] ?? 1; // 审批是否停用
$param['check_user_id'] =1 ;// 临时测试需删除
unset($param['examineStatus']);
$dataInfo = db('crm_customer_check')->where('customer_id', 'in', $param['customer_id'])->find();
if ($dataInfo) {
return '客户已被领取待审批，请联系管理员';
}
if (($examineStatus != false && $examineStatus != 'false') || $examineStatus == 1) {
// 审核判断（是否有符合条件的审批流）
$examineFlowModel = new \app\admin\model\ExamineFlow();
if (!$examineFlowModel->checkExamine($param['user_id'], 'crm_customer_check')) {
return '暂无审批人，无法创建';
}
//添加审批相关信息
$examineFlowData = $examineFlowModel->getFlowByTypes($param['user_id'], 'crm_customer_check');
if (!$examineFlowData) {
return '无可用审批流，请联系管理员';
}
$param['flow_id'] = $examineFlowData['flow_id'];
//获取审批人信息
if ($examineFlowData['config'] == 1) {
//固定审批流
$nextStepData = $examineStepModel->nextStepUser($param['user_id'], $examineFlowData['flow_id'], 'crm_customer_check', 0, 0, 0);
$next_user_ids = arrayToString($nextStepData['next_user_ids']) ?: '';
$check_user_id = $next_user_ids ?: [];
$param['order_id'] = 1;
} else {
$check_user_id = $param['check_user_id'] ? ',' . $param['check_user_id'] . ',' : '';
}
if (!$check_user_id) {
return '无可用审批人，请联系管理员';
}
$param['check_user_id'] = is_array($check_user_id) ? ',' . implode(',', $check_user_id) . ',' : $check_user_id;
} else {
# 审批流停用，将状态改为审核通过
// $param['check_status'] = 2;
# 审批流停用，将状态改为正常 zjf 20210727 默认值为7
$param['check_status'] = 7;
}
if ($customerCheckModel->createData($param)) {
return '添加成功';
} else {
return $customerCheckModel->getError();
}
}
} }

343
application/crm/model/CustomerCheck.php
Unescape View File

@ -0,0 +1,343 @@
<?php
namespace app\crm\model;
use app\admin\model\Common;
use app\admin\model\Message;
use app\admin\traits\FieldVerificationTrait;
use think\Db;
class CustomerCheck extends Common
{
use FieldVerificationTrait;
/**
* 为了数据库的整洁，同时又不影响Model和Controller的名称
* 我们约定每个模块的数据表都加上相同的前缀，比如CRM模块用crm作为数据表前缀
*/
protected $name = 'crm_customer_check';
protected $createTime = 'create_time';
protected $updateTime = 'update_time';
protected $autoWriteTimestamp = true;
/**
* 待审核客户列表
* @param $request
* @return
*/
public function getDataList($request)
{
$userModel = new \app\admin\model\User();
$structureModel = new \app\admin\model\Structure();
$fieldModel = new \app\admin\model\Field();
$search = $request['search'];
$user_id = $request['user_id'];
$scene_id = (int)$request['scene_id'];
$contacts_id = $request['contacts_id'];
$order_field = $request['order_field'];
$order_type = $request['order_type'];
$is_excel = $request['is_excel']; //导出
$getCount = $request['getCount'];
$businessTypeId = $request['typesId']; // 针对mobile
$businessStatusId = $request['statusId']; // 针对mobile
$overdue = $request['overdue']; // 待办事项下需联系商机(逾期)
$businessIdArray = $request['businessIdArray']; // 待办事项提醒参数
$isMessage = !empty($request['isMessage']);
unset($request['scene_id']);
unset($request['search']);
unset($request['user_id']);
unset($request['contacts_id']);
unset($request['order_field']);
unset($request['order_type']);
unset($request['is_excel']);
unset($request['getCount']);
unset($request['typesId']);
unset($request['statusId']);
unset($request['overdue']);
unset($request['isMessage']);
unset($request['businessIdArray']);
$request = $this->fmtRequest($request);
$requestMap = $request['map'] ?: [];
$sceneModel = new \app\admin\model\Scene();
# getCount是代办事项传来的参数，代办事项不需要使用场景
$sceneMap = [];
if (empty($getCount)) {
if ($scene_id) {
//自定义场景
$sceneMap = $sceneModel->getDataById($scene_id, $user_id, 'business') ?: [];
} else {
//默认场景
$sceneMap = $sceneModel->getDefaultData('crm_business', $user_id) ?: [];
}
}
if ($search || $search == '0') {
//普通筛选
$sceneMap['name'] = ['condition' => 'contains', 'value' => $search, 'form_type' => 'text', 'name' => '商机名称'];
}
if (isset($requestMap['type_id'])) {
$requestMap['type_id']['value'] = $requestMap['type_id']['type_id'];
if (in_array($requestMap['type_id']['status_id'], [1, 2, 3])) {
$requestMap['is_end'] = $requestMap['type_id']['status_id'];
} else {
if ($requestMap['type_id']['status_id']) $requestMap['status_id']['value'] = $requestMap['type_id']['status_id'];
$requestMap['is_end'] = 0;
}
}
if ($sceneMap['type_id']) {
$requestMap['type_id']['value'] = $sceneMap['type_id']['type_id'];
if (in_array($sceneMap['type_id']['status_id'], [1, 2, 3])) {
$sceneMap['is_end'] = $sceneMap['type_id']['status_id'];
} else {
if ($sceneMap['type_id']['status_id']) $requestMap['status_id']['value'] = $sceneMap['type_id']['status_id'];
$sceneMap['is_end'] = 0;
}
unset($sceneMap['type_id']);
}
$partMap = [];
$teamMap = $requestMap['team_id'];
//团队成员 高级筛选
if ($teamMap) {
$partMap = advancedQueryFormatForTeam($teamMap, 'business', '');
unset($requestMap['team_id']);
$map = $requestMap ? array_merge($sceneMap, $requestMap) : $sceneMap;
} else {
$map = $requestMap ? array_merge($sceneMap, $requestMap) : $sceneMap;
}
//高级筛选
$map = advancedQuery($map, 'crm', 'business', 'index');
$authMap = [];
$a = 'index';
if ($is_excel) $a = 'excelExport';
$auth_user_ids = $userModel->getUserByPer('crm', 'business', $a);
if (isset($map['business.owner_user_id'])) {
if (!is_array($map['business.owner_user_id'][1])) {
$map['business.owner_user_id'][1] = [$map['business.owner_user_id'][1]];
}
if (in_array($map['business.owner_user_id'][0], ['neq', 'notin'])) {
$auth_user_ids = array_diff($auth_user_ids, $map['business.owner_user_id'][1]) ?: []; //取差集
} else {
$auth_user_ids = array_intersect($map['business.owner_user_id'][1], $auth_user_ids) ?: []; //取交集
}
unset($map['business.owner_user_id']);
$auth_user_ids = array_merge(array_unique(array_filter($auth_user_ids))) ?: ['-1'];
$authMap['business.owner_user_id'] = array('in', $auth_user_ids);
} else {
if (!$isMessage) {
$authMapData = [];
$authMapData['auth_user_ids'] = $auth_user_ids;
$authMapData['user_id'] = $user_id;
$authMap = function ($query) use ($authMapData) {
$query->where('business.owner_user_id', array('in', $authMapData['auth_user_ids']))
->whereOr('business.ro_user_id', array('like', '%,' . $authMapData['user_id'] . ',%'))
->whereOr('business.rw_user_id', array('like', '%,' . $authMapData['user_id'] . ',%'));
};
}
}
//联系人商机
if ($contacts_id) {
$business_id = Db::name('crm_contacts_business')->where(['contacts_id' => $contacts_id])->column('business_id');
if ($business_id) {
$map['business.business_id'] = array('in', $business_id);
} else {
$map['business.business_id'] = array('eq', -1);
}
}
//列表展示字段
$indexField = $fieldModel->getIndexField('crm_business', $user_id, 1) ?: array('name');
if (!empty($indexField)) {
foreach ($indexField as $key => $value) {
if ($value == 'business.customer_name') unset($indexField[(int)$key]);
}
}
$userField = $fieldModel->getFieldByFormType('crm_business', 'user'); //人员类型
$structureField = $fieldModel->getFieldByFormType('crm_business', 'structure'); //部门类型
// $fieldGrant = db('admin_field_mask')->where('types', 'business')->select();
# 处理人员和部门类型的排序报错问题(前端传来的是包含_name的别名字段)
$temporaryField = str_replace('_name', '', $order_field);
if (in_array($temporaryField, $userField) || in_array($temporaryField, $structureField)) {
$order_field = $temporaryField;
}
//排序
if ($order_type && $order_field) {
$order = $fieldModel->getOrderByFormtype('crm_business', 'business', $order_field, $order_type);
} else {
$order = 'business.update_time desc';
}
# 商机组和商机状态搜索
if (!empty($businessTypeId)) $map['business.type_id'] = ['eq', $businessTypeId];
if (!empty($businessStatusId)) {
if (preg_match("/^[1-9][0-9]*$/", $businessStatusId)) {
$map['is_end'] = 0;
$map['business.status_id'] = ['eq', $businessStatusId];
} else {
$map['is_end'] = abs($businessStatusId);
}
}
# 待办事项查询参数
$dealtWhere = [];
if (!empty($businessIdArray)) $dealtWhere['business.business_id'] = ['in', $businessIdArray];
// 待办事项下需联系商机(逾期)
$overdueWhere = '';
if (!empty($overdue)) {
$overdueWhere = "(FROM_UNIXTIME(`business`.`last_time`,'%Y-%m-%d') < FROM_UNIXTIME(`business`.`next_time`,'%Y-%m-%d') OR (ISNULL(`business`.`last_time`) AND `business`.`next_time` < " . time() . "))";
}
$readAuthIds = $userModel->getUserByPer('crm', 'business', 'read');
$updateAuthIds = $userModel->getUserByPer('crm', 'business', 'update');
$deleteAuthIds = $userModel->getUserByPer('crm', 'business', 'delete');
$dataCount = db('crm_business')
->alias('business')
->join('__CRM_CUSTOMER__ customer', 'business.customer_id = customer.customer_id', 'LEFT')
->where($map)->where($partMap)->where($authMap)->where($overdueWhere)->where($dealtWhere)->count('business_id');
if (!empty($getCount) && $getCount == 1) {
$data['dataCount'] = !empty($dataCount) ? $dataCount : 0;
# 商机总金额
$sumMoney = Db::name('crm_business')->alias('business')
->whereIn('is_end', [0, 1])->where($map)->where($partMap)->where($authMap)->sum('money');
$data['extraData']['money'] = ['businessSumMoney' => !empty($sumMoney) ? sprintf("%.2f", $sumMoney) : 0.00];
return $data;
}
$list = db('crm_business')
->alias('business')
->join('__CRM_CUSTOMER__ customer', 'business.customer_id = customer.customer_id', 'LEFT')
->where($map)
->where($partMap)
->where($authMap)
->where($overdueWhere)
->where($dealtWhere)
->limit($request['offset'], $request['length'])
->field('business.*,customer.name as customer_name')
->orderRaw($order)
->select();
$endStatus = ['1' => '赢单', '2' => '输单', '3' => '无效'];
# 扩展数据
$extraData = [];
$list = getFieldData($list, 'crm_business', $user_id);
foreach ($list as $k => $v) {
$list[$k]['customer_id_info']['customer_id'] = $v['customer_id'];
$list[$k]['customer_id_info']['name'] = $v['customer_name'];
$list[$k]['create_user_id_info'] = isset($v['create_user_id']) ? $userModel->getUserById($v['create_user_id']) : [];
$list[$k]['owner_user_id_info'] = isset($v['owner_user_id']) ? $userModel->getUserById($v['owner_user_id']) : [];
$list[$k]['create_user_name'] = !empty($list[$k]['create_user_id_info']['realname']) ? $list[$k]['create_user_id_info']['realname'] : '';
$list[$k]['owner_user_name'] = !empty($list[$k]['owner_user_id_info']['realname']) ? $list[$k]['owner_user_id_info']['realname'] : '';
$statusInfo = [];
$status_count = 0;
if (!$v['is_end']) {
$statusInfo = db('crm_business_status')->where('status_id', $v['status_id'])->find();
if ($statusInfo['order_id'] < 99) {
$status_count = db('crm_business_status')->where('type_id', ['eq', $v['type_id']])->count();
}
//进度
$list[$k]['status_progress'] = [$statusInfo['order_id'], $status_count + 1];
} else {
$statusInfo['name'] = $endStatus[$v['is_end']];
}
$list[$k]['status_id_info'] = $statusInfo['name'];//销售阶段
$list[$k]['type_id_info'] = db('crm_business_type')->where('type_id', $v['type_id'])->value('name');//商机状态组
//权限
$roPre = $userModel->rwPre($user_id, $v['ro_user_id'], $v['rw_user_id'], 'read');
$rwPre = $userModel->rwPre($user_id, $v['ro_user_id'], $v['rw_user_id'], 'update');
$permission = [];
$is_read = 0;
$is_update = 0;
$is_delete = 0;
if (in_array($v['owner_user_id'], $readAuthIds) || $roPre || $rwPre) $is_read = 1;
if (in_array($v['owner_user_id'], $updateAuthIds) || $rwPre) $is_update = 1;
if (in_array($v['owner_user_id'], $deleteAuthIds)) $is_delete = 1;
$permission['is_read'] = $is_read;
$permission['is_update'] = $is_update;
$permission['is_delete'] = $is_delete;
$list[$k]['permission'] = $permission;
# 下次联系时间
$list[$k]['next_time'] = !empty($v['next_time']) ? date('Y-m-d H:i:s', $v['next_time']) : null;
# 关注
$starWhere = ['user_id' => $user_id, 'target_id' => $v['business_id'], 'type' => 'crm_business'];
$star = Db::name('crm_star')->where($starWhere)->value('star_id');
$list[$k]['star'] = !empty($star) ? 1 : 0;
# 日期
$list[$k]['create_time'] = !empty($v['create_time']) ? date('Y-m-d H:i:s', $v['create_time']) : null;
$list[$k]['update_time'] = !empty($v['update_time']) ? date('Y-m-d H:i:s', $v['update_time']) : null;
$list[$k]['last_time'] = !empty($v['last_time']) ? date('Y-m-d H:i:s', $v['last_time']) : null;
# 系统字段 负责人部门 zjf 20210726
$list[$k]['owner_user_structure_name'] = $list[$k]['owner_user_id_info']['structure_name'];
}
$data = [];
$data['list'] = $list ?: [];
$data['dataCount'] = $dataCount ?: 0;
# 商机总金额
$sumMoney = Db::name('crm_business')->alias('business')
->join('__CRM_CUSTOMER__ customer', 'business.customer_id = customer.customer_id', 'LEFT')
->whereIn('is_end', [0, 1])->where($map)->where($partMap)->where($authMap)->sum('money');
$data['extraData']['money'] = ['businessSumMoney' => !empty($sumMoney) ? sprintf("%.2f", $sumMoney) : 0.00];
return $data;
}
/**
* 创建客户捞取审批信息
* @param
* @return
*/
public function createData($param)
{
$createData = [];
foreach ($param['customer_id'] as $key => $value) {
$createData[$key]['customer_id'] = $value;
$createData[$key]['check_status'] = $param['check_status'] ?? 0;
$createData[$key]['flow_id'] = $param['flow_id'] ?? 0;
$createData[$key]['order_id'] = $param['order_id'] ?? 0;
$createData[$key]['check_user_id'] = $param['check_user_id'] ?? 0;
$createData[$key]['flow_user_id'] = $param['flow_user_id'] ?? 0;
$createData[$key]['user_id'] = $param['user_id'] ?? 0;
}
$this->startTrans();
try {
$data = $this->saveAll($createData);
$this->commit();
} catch (\Exception $e) {
$this->error = '领取失败';
$this->rollback();
return false;
}
foreach ($data as $k => $v) {
//站内信
$send_user_id = stringToArray($param['check_user_id']);
if ($send_user_id && empty($param['check_status'])) {
(new Message())->send(
Message::CUSTOMER_TO_DO,
[
'title' => $param['name'],
'action_id' => $v['customer_check_id']
],
$send_user_id
);
}
$data = [];
$data['customer_check_id'] = $v['customer_check_id'];
echo $v['customer_check_id'];
# 创建待办事项的关联数据
$checkUserIds = db('crm_customer_check')->where('customer_check_id', $data['customer_check_id'])->value('check_user_id');
$checkUserIdArray = stringToArray($checkUserIds);
$dealtData = [];
foreach ($checkUserIdArray as $kk => $vv) {
$dealtData[] = [
'types' => 'crm_customer_check',
'types_id' => $data['customer_check_id'],
'user_id' => $vv
];
}
if (!empty($dealtData)) db('crm_dealt_relation')->insertAll($dealtData);
}
}
}

4
config/database.php
Unescape View File

@ -3,13 +3,13 @@ return [
// 数据库类型 // 数据库类型
'type' => 'mysql', 'type' => 'mysql',
// 服务器地址 // 服务器地址
'hostname' => 'mysql', 'hostname' => '127.0.0.1',
// 数据库名 // 数据库名
'database' => 'wkcrm', 'database' => 'wkcrm',
// 用户名 // 用户名
'username' => 'wkcrm', 'username' => 'wkcrm',
// 密码 // 密码
'password' => 'lpC049ZvZdmNIzDvbY0rXKgl', 'password' => 'YNKdaMS2XBHKcAh7',
// 端口 // 端口
'hostport' => '3306', 'hostport' => '3306',
// 连接dsn // 连接dsn

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