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'] = $requestMap['type_id']['type_id']; if ($requestMap['type_id']['status_id']) $requestMap['status_id']['value'] = $requestMap['type_id']['status_id']; } if ($sceneMap['type_id']) { $requestMap['type_id']['value'] = $sceneMap['type_id']['type_id']; if ($sceneMap['type_id']['status_id']) $requestMap['status_id']['value'] = $sceneMap['type_id']['status_id']; unset($sceneMap['type_id']); } $partMap = []; //优先级:普通筛选>高级筛选>场景 if ($sceneMap['ro_user_id'] && $sceneMap['rw_user_id']) { //相关团队查询 $map = $requestMap; $partMap = function ($query) use ($sceneMap) { $query->where('business.ro_user_id', array('like', '%,' . $sceneMap['ro_user_id'] . ',%')) ->whereOr('business.rw_user_id', array('like', '%,' . $sceneMap['rw_user_id'] . ',%')); }; } else { $map = $requestMap ? array_merge($sceneMap, $requestMap) : $sceneMap; } //高级筛选 $map = where_arr($map, 'crm', 'business', 'index'); $authMap = []; if (!$partMap) { $a = 'index'; if ($is_excel) $a = 'excelExport'; $auth_user_ids = $userModel->getUserByPer('crm', 'business', $a); if (isset($map['business.owner_user_id']) && $map['business.owner_user_id'][0] != 'like') { if (!is_array($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 { $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 $datetimeField = $fieldModel->getFieldByFormType('crm_business', 'datetime'); //日期时间类型 # 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)) $map['business.status_id'] = ['eq', $businessStatusId]; $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)->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) ->limit($request['offset'], $request['length']) ->field('business.*,customer.name as customer_name') ->orderRaw($order) ->select(); $endStatus = ['1' => '赢单', '2' => '输单', '3' => '无效']; foreach ($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'] : ''; foreach ($userField as $key => $val) { $usernameField = !empty($v[$val]) ? db('admin_user')->whereIn('id', stringToArray($v[$val]))->column('realname') : []; $list[$k][$val.'_name'] = implode($usernameField, ','); } foreach ($structureField as $key => $val) { $structureNameField = !empty($v[$val]) ? db('admin_structure')->whereIn('id', stringToArray($v[$val]))->column('name') : []; $list[$k][$val.'_name'] = implode($structureNameField, ','); } foreach ($datetimeField as $key => $val) { $list[$k][$val] = !empty($v[$val]) ? date('Y-m-d H:i:s', $v[$val]) : null; } $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; } $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 $data; } /** * 创建商机主表信息 * @param * @return * @author Michael_xu */ public function createData($param) { $fieldModel = new \app\admin\model\Field(); $productModel = new \app\crm\model\Product(); // 自动验证 $validateArr = $fieldModel->validateField($this->name); //获取自定义字段验证规则 $validate = new Validate($validateArr['rule'], $validateArr['message']); $result = $validate->check($param); if (!$result) { $this->error = $validate->getError(); return false; } if (!$param['customer_id']) { $this->error = '请选择相关客户'; return false; } //处理部门、员工、附件、多选类型字段 $arrFieldAtt = $fieldModel->getArrayField('crm_business'); foreach ($arrFieldAtt as $k => $v) { $param[$v] = arrayToString($param[$v]); } # 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; $param['money'] = $param['money'] ?: '0.00'; $param['discount_rate'] = $param['discount_rate'] ?: '0.00'; if ($this->data($param)->allowField(true)->save()) { updateActionLog($param['create_user_id'], 'crm_business', $this->business_id, '', '', '创建了商机'); $business_id = $this->business_id; if ($param['product']) { //产品数据处理 $resProduct = $productModel->createObject('crm_business', $param, $business_id); if ($resProduct == false) { $this->error = '产品添加失败'; return false; } } //添加商机日志 $data_log['business_id'] = $business_id; $data_log['is_end'] = 0; $data_log['status_id'] = $param['status_id']; $data_log['create_time'] = time(); $data_log['owner_user_id'] = $param['owner_user_id']; $data_log['remark'] = '新建商机'; Db::name('CrmBusinessLog')->insert($data_log); $data = []; $data['business_id'] = $business_id; # 添加活动记录 Db::name('crm_activity')->insert([ 'type' => 2, 'activity_type' => 5, 'activity_type_id' => $data['business_id'], 'content' => $param['name'], 'create_user_id' => $param['create_user_id'], 'update_time' => time(), 'create_time' => time(), 'customer_ids' => ',' . $param['customer_id'] . ',' ]); return $data; } else { $this->error = '添加失败'; return false; } } /** * 编辑商机主表信息 * @param * @return * @author Michael_xu */ public function updateDataById($param, $business_id = '') { $productModel = new \app\crm\model\Product(); $dataInfo = $this->getDataById($business_id); if (!$dataInfo) { $this->error = '数据不存在或已删除'; return false; } $param['business_id'] = $business_id; //过滤不能修改的字段 $unUpdateField = ['create_user_id', 'is_deleted', 'delete_time']; foreach ($unUpdateField as $v) { unset($param[$v]); } $fieldModel = new \app\admin\model\Field(); // 自动验证 $validateArr = $fieldModel->validateField($this->name); //获取自定义字段验证规则 $validate = new Validate($validateArr['rule'], $validateArr['message']); $result = $validate->check($param); if (!$result) { $this->error = $validate->getError(); return false; } # 商机金额小数处理 if (!empty($param['money']) && is_numeric($param['money']) && strpos($param['money'], ".") === false) { $param['money'] .= '.00'; } //处理部门、员工、附件、多选类型字段 $arrFieldAtt = $fieldModel->getArrayField('crm_business'); foreach ($arrFieldAtt as $k => $v) { $param[$v] = arrayToString($param[$v]); } # 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; $param['money'] = $param['money'] ?: '0.00'; $param['discount_rate'] = $param['discount_rate'] ?: '0.00'; //商机状态改变 $statusInfo = db('crm_business_status')->where(['status_id' => $param['status_id']])->find(); if ($statusInfo['type_id']) { $param['is_end'] = 0; } else { $param['is_end'] = $param['status_id']; } if ($this->update($param, ['business_id' => $business_id], true)) { //产品数据处理 $resProduct = $productModel->createObject('crm_business', $param, $business_id); //修改记录 updateActionLog($param['user_id'], 'crm_business', $business_id, $dataInfo, $param); $data = []; $data['business_id'] = $business_id; return $data; } else { $this->rollback(); $this->error = '编辑失败'; return false; } } /** * 商机数据 * * @param string $id * @param int $userId * @return Common|array|bool|\PDOStatement|string|\think\Model|null * @throws \think\db\exception\DataNotFoundException * @throws \think\db\exception\ModelNotFoundException * @throws \think\exception\DbException */ public function getDataById($id = '', $userId = 0) { $dataInfo = db('crm_business')->where('business_id', $id)->find(); if (!$dataInfo) { $this->error = '暂无此数据'; return false; } $userModel = new \app\admin\model\User(); $dataInfo['create_user_id_info'] = isset($dataInfo['create_user_id']) ? $userModel->getUserById($dataInfo['create_user_id']) : []; $dataInfo['owner_user_id_info'] = isset($dataInfo['owner_user_id']) ? $userModel->getUserById($dataInfo['owner_user_id']) : []; $dataInfo['create_user_name'] = !empty($dataInfo['create_user_id_info']['realname']) ? $dataInfo['create_user_id_info']['realname'] : ''; $dataInfo['owner_user_name'] = !empty($dataInfo['owner_user_id_info']['realname']) ? $dataInfo['owner_user_id_info']['realname'] : ''; $dataInfo['type_id_info'] = db('crm_business_type')->where(['type_id' => $dataInfo['type_id']])->value('name'); $dataInfo['status_id_info'] = db('crm_business_status')->where(['status_id' => $dataInfo['status_id']])->value('name'); $dataInfo['customer_id_info'] = db('crm_customer')->where(['customer_id' => $dataInfo['customer_id']])->field('customer_id,name')->find(); $dataInfo['customer_name'] = !empty($dataInfo['customer_id_info']['name']) ? $dataInfo['customer_id_info']['name'] : ''; # 关注 $starId = empty($userId) ? 0 : Db::name('crm_star')->where(['user_id' => $userId, 'target_id' => $id, 'type' => 'crm_business'])->value('star_id'); $dataInfo['star'] = !empty($starId) ? 1 : 0; # 首要联系人 $primaryId = Db::name('crm_contacts')->where(['contacts_id' => $dataInfo['contacts_id']])->value('contacts_id'); $dataInfo['contacts_id'] = !empty($primaryId) && $this->getContactsAuth($primaryId) ? $primaryId : 0; # 处理日期格式 $fieldModel = new \app\admin\model\Field(); $datetimeField = $fieldModel->getFieldByFormType('crm_business', 'datetime'); //日期时间类型 foreach ($datetimeField as $key => $val) { $dataInfo[$val] = !empty($dataInfo[$val]) ? date('Y-m-d H:i:s', $dataInfo[$val]) : null; } $dataInfo['next_time'] = !empty($dataInfo['next_time']) ? date('Y-m-d H:i:s', $dataInfo['next_time']) : null; $dataInfo['create_time'] = !empty($dataInfo['create_time']) ? date('Y-m-d H:i:s', $dataInfo['create_time']) : null; $dataInfo['update_time'] = !empty($dataInfo['update_time']) ? date('Y-m-d H:i:s', $dataInfo['update_time']) : null; $dataInfo['last_time'] = !empty($dataInfo['last_time']) ? date('Y-m-d H:i:s', $dataInfo['last_time']) : null; return $dataInfo; } //根据IDs获取数组 public function getDataByStr($idstr) { $idArr = stringToArray($idstr); if (!$idArr) { return []; } $list = Db::name('CrmBusiness')->where(['business_id' => ['in', $idArr]])->select(); return $list; } /** * [商机漏斗] * @param * @return * @author Michael_xu */ public function getFunnel($request) { $merge = $request['merge'] ?: 0; $perUserIds = $request['perUserIds'] ?: []; $adminModel = new \app\admin\model\Admin(); $whereArr = $adminModel->getWhere($request, $merge, $perUserIds); //统计查询 $userIds = $whereArr['userIds']; $between_time = $whereArr['between_time']; $where['owner_user_id'] = array('in', $userIds); $where['create_time'] = array('between', $between_time); //商机状态组 $default_type_id = db('crm_business_type')->order('type_id asc')->value('type_id'); $type_id = $request['type_id'] ? $request['type_id'] : $default_type_id; $statusList = db('crm_business_status')->where(['type_id' => $type_id])->select(); $map = []; $map['create_time'] = $where['create_time']; $map['owner_user_id'] = ['in', $userIds]; $map['type_id'] = $type_id; $sql_a = CrmBusinessModel::field([ 'SUM(CASE WHEN is_end = 1 THEN money ELSE 0 END) AS sum_ying', 'SUM(CASE WHEN is_end = 2 THEN money ELSE 0 END) AS sum_shu', 'type_id' ]) ->where($map) ->fetchSql() ->find(); $res_a = queryCache($sql_a, 200); $sql = CrmBusinessModel::field([ "status_id", 'COUNT(*)' => 'count', 'SUM(`money`)' => 'sum', 'type_id' ]) ->where($where) ->whereNotIn('is_end', '1,2,3') ->group('status_id') ->fetchSql() ->select(); $res = queryCache($sql, 200); $res = array_column($res, null, 'status_id'); $sum_money = 0; $count = 0; # 商机数总和 $moneyCount = 0; # 金额总和 foreach ($statusList as $k => $v) { $v['count'] = $res[$v['status_id']]['count'] ?: 0; $v['money'] = $res[$v['status_id']]['sum'] ?: 0; $v['status_name'] = $v['name']; $statusList[$k] = $v; $sum_money += $v['money']; $moneyCount += $v['money']; $count += $v['count']; } $data['list'] = $statusList; $data['sum_ying'] = $res_a[0]['sum_ying'] ?: 0; $data['sum_shu'] = $res_a[0]['sum_shu'] ?: 0; $data['sum_money'] = $sum_money ?: 0; $data['total'] = ['name' => '合计', 'money_count' => $moneyCount, 'count' => $count]; return $data ?: []; } /** * [商机转移] * @param ids 商机ID数组 * @param owner_user_id 变更负责人 * @param is_remove 1移出,2转为团队成员 * @return * @author Michael_xu */ public function transferDataById($ids, $owner_user_id, $type = 1, $is_remove) { $settingModel = new \app\crm\model\Setting(); $errorMessage = []; foreach ($ids as $id) { $businessInfo = db('crm_business')->where(['business_id' => $id])->find(); //团队成员 $teamData = []; $teamData['type'] = $type; //权限 1只读2读写 $teamData['user_id'] = [$businessInfo['owner_user_id']]; //协作人 $teamData['types'] = 'crm_business'; //类型 $teamData['types_id'] = $id; //类型ID $teamData['is_del'] = ($is_remove == 1) ? 1 : ''; $res = $settingModel->createTeamData($teamData); $data = []; $data['owner_user_id'] = $owner_user_id; $data['update_time'] = time(); if (!db('crm_business')->where(['business_id' => $id])->update($data)) { $errorMessage[] = '商机:' . $businessInfo['name'] . '"转移失败,错误原因:数据出错;'; continue; } else { $businessArray = []; $teamBusiness = db('crm_business')->field(['owner_user_id', 'ro_user_id', 'rw_user_id'])->where('business_id', $id)->find(); if (!empty($teamBusiness['ro_user_id'])) { $businessRo = arrayToString(array_diff(stringToArray($teamBusiness['ro_user_id']), [$teamBusiness['owner_user_id']])); $businessArray['ro_user_id'] = $businessRo; } if (!empty($teamBusiness['rw_user_id'])) { $businessRo = arrayToString(array_diff(stringToArray($teamBusiness['rw_user_id']), [$teamBusiness['owner_user_id']])); $businessArray['rw_user_id'] = $businessRo; } db('crm_business')->where('business_id', $id)->update($businessArray); } } if ($errorMessage) { return $errorMessage; } else { return true; } } /** * [商机统计] * @param * @return */ public function getTrendql($map) { $prefix = config('database.prefix'); $sql = "SELECT '{$map['type']}' AS type, '{$map['start_time']}' AS start_time, '{$map['end_time']}' AS end_time, IFNULL( ( SELECT sum(money) FROM {$prefix}crm_business WHERE create_time BETWEEN {$map['start_time']} AND {$map['end_time']} AND owner_user_id IN ({$map['owner_user_id']}) ), 0 ) AS business_money, IFNULL( count(business_id), 0 ) AS business_num FROM {$prefix}crm_business WHERE create_time BETWEEN {$map['start_time']} AND {$map['end_time']} AND owner_user_id IN ({$map['owner_user_id']})"; return $sql; } /** * [赢单机会转化率趋势分析] * @param * @return */ public function getWinSql($map) { $prefix = config('database.prefix'); $sql = "SELECT '{$map['type']}' AS type, '{$map['start_time']}' AS start_time, '{$map['end_time']}' AS end_time, IFNULL( ( SELECT count(business_id) FROM {$prefix}crm_business WHERE create_time BETWEEN {$map['start_time']} AND {$map['end_time']} AND owner_user_id IN ({$map['owner_user_id']}) AND is_end = 1 ), 0 ) AS business_end, IFNULL( count(business_id), 0 ) AS business_num FROM {$prefix}crm_business WHERE create_time BETWEEN {$map['start_time']} AND {$map['end_time']} AND owner_user_id IN ({$map['owner_user_id']})"; return $sql; } /** * 获取系统信息 * * @param $id * @return array * @throws \think\db\exception\DataNotFoundException * @throws \think\db\exception\ModelNotFoundException * @throws \think\exception\DbException */ public function getSystemInfo($id) { # 商机 $business = Db::name('crm_business')->field(['create_user_id', 'create_time', 'update_time'])->where('business_id', $id)->find(); # 创建人 $realname = Db::name('admin_user')->where('id', $business['create_user_id'])->value('realname'); # 跟进时间 $followTime = Db::name('crm_activity')->where(['type' => 1, 'activity_type' => 5, 'activity_type_id' => $id])->order('activity_id', 'desc')->value('update_time'); return [ 'create_user_name' => $realname, 'create_time' => date('Y-m-d H:i:s', $business['create_time']), 'update_time' => date('Y-m-d H:i:s', $business['update_time']), 'follow_time' => !empty($followTime) ? date('Y-m-d H:i:s', $followTime) : '' ]; } /** * 判断联系人详情权限 todo 客户模块也在用,以后抽成一个公共的方法 * * @param $contactsId * @return bool */ private function getContactsAuth($contactsId) { $ownerUserId = db('crm_contacts')->where('contacts_id', $contactsId)->value('owner_user_id'); $authUserIds = (new \app\admin\model\User())->getUserByPer('crm', 'contacts', 'read'); return in_array($ownerUserId, $authUserIds); } }