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wkcrm
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zm #19

Merged
mengfucius merged 2 commits from zm into master 2 years ago
Conversation 0 Commits 2 Files Changed 7
7 changed files with 354 additions and 115 deletions
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28
application/admin/model/Message.php
Unescape View File

@ -278,6 +278,22 @@ class Message extends Common
* 客户待审批
*/
const CUSTOMER_CHECK_PASS = 59;
/**
* 商机推进待审批
*/
const BUSINESS_ADVANCE_CHECK_TO_DO = 60;
/**
* 商机推进待审批
*/
const BUSINESS_ADVANCE_CHECK_REJECT = 61;
/**
* 商机推进待审批
*/
const BUSINESS_ADVANCE_CHECK_PASS = 62;
/**
* 新商机
*/
const BUSINESS_NEW = 63;
/**
* 消息类型
@ -389,6 +405,9 @@ class Message extends Common
32 => [
'template' => '{from_user} 将您添加为线索 {title} 的成员。',
],
63 => [
'template' => '{from_user} 创建了新的商机',
]
];
/**
@ -439,6 +458,10 @@ class Message extends Common
self::CUSTOMER_CHECK_TO_DO,
self::CUSTOMER_CHECK_REJECT,
self::CUSTOMER_CHECK_PASS,
self::BUSINESS_ADVANCE_CHECK_TO_DO,
self::BUSINESS_ADVANCE_CHECK_REJECT,
self::BUSINESS_ADVANCE_CHECK_PASS,
self::BUSINESS_NEW,
],
'jxc' => [
self::PURCHASE_TO_DO,
@ -580,7 +603,6 @@ class Message extends Common
case self::CUSTOMER_CHECK_PASS:
case self::CUSTOMER_CHECK_REJECT:
return CustomerCheck::where(['customer_check_id' => $data['action_id']])->value('name') ?: '';
// 回款
case self::RECEIVABLES_TO_DO:
case self::RECEIVABLES_REJECT:
@ -610,6 +632,10 @@ class Message extends Common
// 商机
case self::TEAM_BUSINESS:
case self::BUSINESS_PASS:
case self::BUSINESS_ADVANCE_CHECK_TO_DO:
case self::BUSINESS_ADVANCE_CHECK_REJECT:
case self::BUSINESS_ADVANCE_CHECK_PASS:
case self::BUSINESS_NEW:
return BusinessModel::where(['business_id' => $data['action_id']])->value('name') ?: '';
// 采购单

280
application/crm/controller/Business.php
Unescape View File

@ -8,6 +8,9 @@
namespace app\crm\controller;
use app\admin\controller\ApiCommon;
use app\admin\model\Message;
use app\admin\model\User;
use app\crm\logic\CustomerPoolLogic;
use app\crm\traits\SearchConditionTrait;
use app\crm\traits\StarTrait;
use think\Hook;
@ -28,7 +31,7 @@ class Business extends ApiCommon
{
$action = [
'permission' => [''],
'allow' => ['statuslist', 'advance', 'product', 'system', 'count', 'setprimary']
'allow' => ['statuslist', 'advance', 'product', 'system', 'count', 'setprimary', 'check']
];
Hook::listen('check_auth', $action);
$request = Request::instance();
@ -372,7 +375,7 @@ class Business extends ApiCommon
}
/**
* 商机状态推进
* 商机审批提交
* @param business_id 商机ID
* @param status_id 推进商机状态ID
* @return
@ -381,31 +384,91 @@ class Business extends ApiCommon
public function advance()
{
$param = $this->param;
$examineStepModel = new \app\admin\model\ExamineStep();
$examineStatus = $param['examineStatus'] ?? 1; // 审批是否停用
$userInfo = $this->userInfo;
$userModel = new \app\admin\model\User();
$is_end = $param['is_end'] ?: 0; //1赢单2输单3无效
$remark = $param['statusRemark'];
$param['check_user_id'] = 1;// 临时测试需删除
unset($param['examineStatus']);
if (!$param['business_id']) {
return resultArray(['error' => '参数错误']);
}
$businessInfo = db('crm_business')->where(['business_id' => $param['business_id']])->find();
if ($businessInfo['is_end']) {
return resultArray(['error' => '已结束，不能推进']);
return resultArray(['error' => '已结束，请勿重复提交']);
}
if ($businessInfo['flow_id']) {
return resultArray(['error' => '已有审批流程，请勿重复提交']);
}
$data = [];
$data['update_time'] = time();
$data['is_end'] = $is_end;
$data['remark'] = $remark;
$data['check_status'] = 1;
$data['flow_id'] = 13;
$data['check_user_id'] = $param['check_user_id'];
$data['flow_user_id'] = $param['check_user_id'];
$data['submit_end_status'] = $is_end;
$data['submit_remark'] = $remark;
if (($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($userInfo['user_id'], 'crm_business')) {
return '暂无审批人，无法创建';
}
//添加审批相关信息
$examineFlowData = $examineFlowModel->getFlowByTypes($userInfo['user_id'], 'crm_business');
if (!$examineFlowData) {
return '无可用审批流，请联系管理员';
}
$data['flow_id'] = $examineFlowData['flow_id'];
//获取审批人信息
if ($examineFlowData['config'] == 1) {
//固定审批流
$nextStepData = $examineStepModel->nextStepUser($userInfo['user_id'], $examineFlowData['flow_id'], 'crm_business', 0, 0, 0);
$next_user_ids = arrayToString($nextStepData['next_user_ids']) ?: '';
$check_user_id = $next_user_ids ?: [];
$data['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';
}
$data['check_user_id'] = is_array($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
$data['check_status'] = 7;
}
$res = db('crm_business')->where(['business_id' => $param['business_id']])->update($data);
if (!$res) {
return resultArray(['error' => '推进失败，请重试']);
return resultArray(['error' => '提交失败，请重试']);
}
//站内信
$send_user_id = stringToArray($param['check_user_id']);
if ($send_user_id && empty($param['check_status'])) {
(new Message())->send(
Message::CUSTOMER_CHECK_TO_DO,
[
'title' => $param['name'],
'action_id' => param['business_id'],
],
$send_user_id
);
}
# 创建待办事项的关联数据
$checkUserIds = db('crm_business')->where('business_id', $param['business_id'])->value('check_user_id');
$checkUserIdArray = stringToArray($checkUserIds);
$dealtData = [];
foreach ($checkUserIdArray as $kk => $vv) {
$dealtData[] = [
'types' => 'crm_business',
'types_id' => $param['business_id'],
'user_id' => $vv
];
}
if (!empty($dealtData)) db('crm_dealt_relation')->insertAll($dealtData);
return resultArray(['success' => '提交成功']);
}
@ -569,23 +632,154 @@ class Business extends ApiCommon
public function check()
{
$param = $this->param;
$userInfo = $this->userInfo;
$user_id = $userInfo['id'];
$businessModel = model('Business');
$examineStepModel = new \app\admin\model\ExamineStep();
$examineRecordModel = new \app\admin\model\ExamineRecord();
$examineFlowModel = new \app\admin\model\ExamineFlow();
$customerModel = model('Customer');
$businessCheckData = [];
$businessCheckData['update_time'] = time();
$businessCheckData['check_status'] = 1; //0待审核，1审核通中，2审核通过，3审核未通过
//权限判断
if (!$examineStepModel->checkExamine($user_id, 'crm_business', $param['id'])) {
return resultArray(['error' => $examineStepModel->getError()]);
}
//审批主体详情
$dataInfo = $businessModel->getDataById($param['id']);
$flowInfo = $examineFlowModel->getDataById($dataInfo['flow_id']);
$is_end = 0; // 1审批结束
$status = $param['status'] ? 1 : 0; //1通过，0驳回
$checkData = [];
$checkData['check_user_id'] = $user_id;
$checkData['types'] = 'crm_business';
$checkData['types_id'] = $param['id'];
$checkData['check_time'] = time();
$checkData['content'] = $param['content'];
$checkData['flow_id'] = $dataInfo['flow_id'];
$checkData['order_id'] = $dataInfo['order_id'] ?: 1;
$checkData['status'] = $status;
if ($status == 1) {
if ($flowInfo['config'] == 1) {
//固定流程
//获取下一审批信息
$nextStepData = $examineStepModel->nextStepUser($dataInfo['owner_user_id'], $dataInfo['flow_id'], 'crm_business', $param['id'], $dataInfo['order_id'], $user_id);
$next_user_ids = $nextStepData['next_user_ids'] ?: [];
$businessCheckData['order_id'] = $nextStepData['order_id'] ?: '';
if (!$next_user_ids) {
$is_end = 1;
//审批结束
$checkData['check_status'] = !empty($status) ? 2 : 3;
$businessCheckData['check_user_id'] = '';
} else {
//修改主体相关审批信息
$businessCheckData['check_user_id'] = arrayToString($next_user_ids);
}
} else {
//自选流程
$is_end = $param['is_end'] ? 1 : '';
$check_user_id = $param['check_user_id'] ?: '';
if ($is_end !== 1 && empty($check_user_id)) {
return resultArray(['error' => '请选择下一审批人']);
}
$businessCheckData['check_user_id'] = arrayToString($param['check_user_id']);
}
if ($is_end == 1) {
$checkData['check_status'] = !empty($status) ? 2 : 3;
$businessCheckData['check_user_id'] = '';
$businessCheckData['check_status'] = 2;
}
} else {
//审批驳回
$is_end = 1;
$businessCheckData['check_status'] = 3;
//将审批记录至为无效
// $examineRecordModel->setEnd(['types' => 'crm_contract','types_id' => $param['id']]);
}
//已审批人ID
$businessCheckData['flow_user_id'] = stringToArray($dataInfo['flow_user_id']) ? arrayToString(array_merge(stringToArray($dataInfo['flow_user_id']), [$user_id])) : arrayToString([$user_id]);
$resCustomerCheck = db('crm_business')->where(['business_id' => $param['id']])->update($businessCheckData);
if ($resCustomerCheck) {
//审批记录
$resRecord = $examineRecordModel->createData($checkData);
//审核通过，修改相关信息
if ($is_end == 1 && !empty($status)) {
// 审批通过消息告知负责人
(new Message())->send(
Message::BUSINESS_ADVANCE_CHECK_PASS,
[
'title' => $dataInfo['name'],
'action_id' => $param['id']
],
$dataInfo['owner_user_id']
);
$businessData = [];
$businessData['business_id'] = $dataInfo['business_id'];
$businessData['is_end'] = $dataInfo['submit_end_status'];
$businessData['status_id'] = $dataInfo['status_id'];
$businessData['statusRemark'] = $dataInfo['submit_remark'];
$result = $this->advanceAfterCheck($businessData);
if (!empty($result)) return resultArray(['error' => $result]);
return resultArray(['data' => '领取成功！']);
} else {
if ($status) {
//发送站内信
// 通过未完成，发送消息给
(new Message())->send(
Message::BUSINESS_ADVANCE_CHECK_TO_DO,
[
'from_user' => User::where(['id' => $dataInfo['owner_user_id']])->value('realname'),
'title' => $dataInfo['name'],
'action_id' => $param['id']
],
stringToArray($businessCheckData['check_user_id'])
);
} else {
(new Message())->send(
Message::BUSINESS_ADVANCE_CHECK_REJECT,
[
'title' => $dataInfo['name'],
'action_id' => $param['id']
],
$dataInfo['owner_user_id']
);
}
}
return resultArray(['data' => '审批成功']);
} else {
return resultArray(['error' => '审批失败，请重试！']);
}
}
/**
* 审核后商机状态推进
* @param business_id 商机ID
* @param status_id 推进商机状态ID
* @return
* @author Michael_xu
*/
private function advanceAfterCheck($param)
{
$userInfo = $this->userInfo;
$userModel = new \app\admin\model\User();
// $is_end = $param['is_end'] ?: 0; //1赢单2输单3无效
// $remark = $param['statusRemark'];
$check_status = $param['check_status'];
$is_end = $param['is_end'] ?: 0; //1赢单2输单3无效
if (!$param['business_id']) {
return resultArray(['error' => '参数错误']);
}
if ($check_status == 2) {
$businessInfo = db('crm_business')->where(['business_id' => $param['business_id']])->find();
// if ($businessInfo['is_end']) {
// return resultArray(['error' => '已结束，不能推进']);
// }
if ($businessInfo['is_end']) {
return resultArray(['error' => '已结束，不能推进']);
}
//判断权限
$auth_user_ids = $userModel->getUserByPer('crm', 'business', 'update');
//读写权限
@ -597,25 +791,27 @@ class Business extends ApiCommon
$status_id = $param['status_id'] ?: $businessInfo['status_id'];
$statusInfo = db('crm_business_status')->where(['type_id' => $businessInfo['type_id'], 'status_id' => $status_id])->find();
if (!$statusInfo && $businessInfo['is_end']) {
if (!$statusInfo && !$is_end) {
return resultArray(['error' => '参数错误']);
}
$data = [];
$data['update_time'] = time();
// $data['is_end'] = $is_end;
// $data['remark'] = $remark;
$data['check_status'] = $check_status;
$data['is_end'] = $is_end;
// if ($is_end) {
// $status_id = $is_end;
// }
$data['status_id'] = $status_id;
$data['status_time'] = time();
$data['submit_remark'] = $param['submit_remark'];
$res = db('crm_business')->where(['business_id' => $param['business_id']])->update($data);
if (!$res) {
return resultArray(['error' => '推进失败，请重试']);
} else {
# 商机变更后的名称
$businessStatusName = Db::name('crm_business_status')->where('status_id', $param['status_id'])->value('name');
if (empty($businessStatusName) && $businessInfo['is_end'] == 1) $businessStatusName = '赢单';
if (empty($businessStatusName) && $businessInfo['is_end'] == 2) $businessStatusName = '输单';
if (empty($businessStatusName) && $businessInfo['is_end'] == 3) $businessStatusName = '无效';
if (empty($businessStatusName) && $is_end == 1) $businessStatusName = '赢单';
if (empty($businessStatusName) && $is_end == 2) $businessStatusName = '输单';
if (empty($businessStatusName) && $is_end == 3) $businessStatusName = '无效';
# 添加活动记录
Db::name('crm_activity')->insert([
'type' => 3,
@ -628,24 +824,9 @@ class Business extends ApiCommon
'customer_ids' => ',' . $businessInfo['customer_id'] . ','
]);
# 删除待办事项的关联数据
db('crm_dealt_relation')->where(['types' => ['eq', 'crm_business'], 'types_id' => ['eq', $data['business_id']]])->delete();
# 创建待办事项的关联数据
$checkUserIds = db('crm_business')->where('business_id', $data['business_id'])->value('check_user_id');
$checkUserIdArray = stringToArray($checkUserIds);
$dealtData = [];
foreach ($checkUserIdArray AS $kk => $vv) {
$dealtData[] = [
'types' => 'crm_business',
'types_id' => $data['business_id'],
'user_id' => $vv
];
}
if (!empty($dealtData)) db('crm_dealt_relation')->insertAll($dealtData);
//推进记录添加
$temp['status_id'] = $status_id ?: 0;
$temp['is_end'] = $businessInfo['is_end'] ?: 0;
$temp['is_end'] = $is_end ?: 0;
$temp['business_id'] = $param['business_id'];
$temp['create_time'] = time();
$temp['owner_user_id'] = $userInfo['id'];
@ -664,17 +845,6 @@ class Business extends ApiCommon
return resultArray(['data' => $result]);
}
} else {
$data = [];
$data['update_time'] = time();
$data['is_end'] = 0;
$data['remark'] = '';
$data['check_status'] = $check_status;
$res = db('crm_business')->where(['business_id' => $param['business_id']])->update($data);
if (!$res) {
return resultArray(['error' => '推进失败，请重试']);
}
}
}
}

2
application/crm/controller/CustomerPool.php
Unescape View File

@ -490,7 +490,7 @@ class CustomerPool extends ApiCommon
if ($is_end == 1 && !empty($status)) {
// 审批通过消息告知负责人
(new Message())->send(
Message::CONTRACT_PASS,
Message::CUSTOMER_CHECK_PASS,
[
'title' => $dataInfo['name'],
'action_id' => $param['id']

25
application/crm/controller/Message.php
Unescape View File

@ -613,6 +613,8 @@ class Message extends ApiCommon
if ($isSub) {
$param['owner_user_id'] = array('in', getSubUserId(false));
}
$businessIdArray = db('crm_dealt_relation')->where(['types' => ['eq', 'crm_business_new'], 'user_id' => ['eq', $param['user_id']]])->column('types_id');
$param['businessIdArray'] = !empty($businessIdArray) ? $businessIdArray : -1;
$data = $businessModel->getDataList($param);
// p($contractModel->getLastSql());
if ($types == 'list') {
@ -774,7 +776,7 @@ class Message extends ApiCommon
}
# 处理待审核合同、回款、发票
if (in_array($type, ['checkContract', 'checkReceivables', 'checkInvoice', 'checkBusiness'])) {
if (in_array($type, ['checkContract', 'checkReceivables', 'checkInvoice', 'checkBusiness','checkCustomerCheck','new_business'])) {
$where['check_status'] = ['lt', '2'];
$where['check_user_id'] = ['like', ',%' . $userId . '%,'];
@ -795,8 +797,19 @@ class Message extends ApiCommon
}
# 商机
if ($type == 'checkBusiness') {
$invoiceId = !empty($typeId) ? $typeId : Db::name('crm_business')->where($where)->column('business_id');
db('crm_dealt_relation')->where('user_id', $userId)->where('types', 'crm_business')->whereIn('types_id', $invoiceId)->delete();
$businessId = !empty($typeId) ? $typeId : Db::name('crm_business')->where($where)->column('business_id');
db('crm_dealt_relation')->where('user_id', $userId)->where('types', 'crm_business')->whereIn('types_id', $businessId)->delete();
}
# 客户捞取
if ($type == 'checkCustomerCheck') {
$customerCheckId = !empty($typeId) ? $typeId : Db::name('crm_customer_check')->where($where)->column('customer_check_id');
db('crm_dealt_relation')->where('user_id', $userId)->where('types', 'crm_customer_check')->whereIn('types_id', $customerCheckId)->delete();
}
# 新商机
if ($type == 'new_business') {
$newBusinessId = !empty($typeId) ? $typeId : Db::name('crm_business')->where($where)->column('business_id');
db('crm_dealt_relation')->where('user_id', $userId)->where('types', 'crm_business_new')->whereIn('types_id', $newBusinessId)->delete();
}
}
@ -884,6 +897,9 @@ class Message extends ApiCommon
cache::rm('visitContractCount' . $userId);
cache::rm('endContractCount' . $userId);
cache::rm('remindCustomerCount' . $userId);
cache::rm('checkCustomerCheckCount' . $userId);
cache::rm('checkBusinessCount' . $userId);
cache::rm('newBusinessCount' . $userId);
cache::rm('todayLeadsTime' . $userId);
cache::rm('todayCustomerTime' . $userId);
@ -898,6 +914,9 @@ class Message extends ApiCommon
cache::rm('visitContractTime' . $userId);
cache::rm('endContractTime' . $userId);
cache::rm('remindCustomerTime' . $userId);
cache::rm('checkCustomerCheckTime' . $userId);
cache::rm('checkBusinessTime' . $userId);
cache::rm('newBusinessTime' . $userId);
return resultArray(['data' => '操作成功！']);
}
}

1
application/crm/logic/CustomerPoolLogic.php
Unescape View File

@ -1139,7 +1139,6 @@ class CustomerPoolLogic extends Common
$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']);

25
application/crm/model/Business.php
Unescape View File

@ -6,6 +6,7 @@
// +----------------------------------------------------------------------
namespace app\crm\model;
use app\admin\model\Message;
use app\admin\traits\FieldVerificationTrait;
use think\Db;
use app\admin\model\Common;
@ -394,6 +395,30 @@ class Business extends Common
}
}
//站内信
$send_user_id = stringToArray(getUserSuperior($param['create_user_id']));
(new Message())->send(
Message::CUSTOMER_CHECK_TO_DO,
[
'title' => $param['name'],
'action_id' => $this->business_id
],
$send_user_id
);
$data = [];
$data['business_id'] = $this->business_id;
# 创建待办事项的关联数据
$dealtData = [];
foreach ($send_user_id as $kk => $vv) {
$dealtData[] = [
'types' => 'crm_business_new',
'types_id' => $data['business_id'],
'user_id' => $vv
];
}
if (!empty($dealtData)) db('crm_dealt_relation')->insertAll($dealtData);
# 设置今日需联系商机
if (!empty($param['next_time']) && $param['next_time'] >= strtotime(date('Y-m-d 00:00:00'))) $param['is_dealt'] = 0;

4
application/crm/model/CustomerCheck.php
Unescape View File

@ -98,7 +98,7 @@ class CustomerCheck extends Common
}
$customerField = '';
foreach ($indexField as $k => $v) {
$customerField += 'customer.' + $v;
$customerField = 'customer.'.$v;
}
$list = db('crm_customer_check')
@ -108,7 +108,7 @@ class CustomerCheck extends Common
->where($partMap)
->where($dealtWhere)
->limit($request['offset'], $request['length'])
->field('customer_check.*,customer.name as name'+$customerField)
->field('customer_check.*,customer.name as name'.$customerField)
->orderRaw($order)
->select();

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