['exceldownload', 'setfollow', 'delete'], 'allow' => ['read', 'system', 'count', 'poolauthority', 'level'] ]; Hook::listen('check_auth', $action); $request = Request::instance(); $a = strtolower($request->action()); if (!in_array($a, $action['permission'])) { parent::_initialize(); } else { $param = Request::instance()->param(); $this->param = $param; } } /** * 客户列表 * @return * @author Michael_xu */ public function index() { $customerModel = model('Customer'); $param = $this->param; $userInfo = $this->userInfo; $param['user_id'] = $userInfo['id']; $data = $customerModel->getDataList($param); return resultArray(['data' => $data]); } /** * 客户公海(没有负责人或已经到期) * @return * @author Michael_xu */ public function pool() { $param = $this->param; $param['action'] = 'pool'; unset($param['poolId']); # todo uniApp传来的参数,临时删除掉 fanqi。 $data = model('Customer')->getDataList($param); return resultArray(['data' => $data]); } /** * 添加客户 * @param * @return * @author Michael_xu */ public function save() { $customerModel = model('Customer'); $param = $this->param; $userInfo = $this->userInfo; $param['user_id'] = $userInfo['id']; $param['create_user_id'] = $userInfo['id']; $param['owner_user_id'] = $userInfo['id']; if ($res = $customerModel->createData($param)) { return resultArray(['data' => $res]); } else { return resultArray(['error' => $customerModel->getError()]); } } /** * 客户详情 * @param * @return * @author Michael_xu */ public function read() { $customerModel = model('Customer'); $cutomerLogic = new CustomerLogic(); $param = $this->param; $userInfo = $this->userInfo; $data = $customerModel->getDataById($param['id'], $userInfo['id']); if (!$data) { return resultArray(['error' => $customerModel->getError()]); } //数据权限判断 $userModel = new \app\admin\model\User(); $auth_user_ids = $userModel->getUserByPer('crm', 'customer', 'read'); //读权限 $roPre = $userModel->rwPre($userInfo['id'], $data['ro_user_id'], $data['rw_user_id'], 'read'); $rwPre = $userModel->rwPre($userInfo['id'], $data['ro_user_id'], $data['rw_user_id'], 'update'); //判断是否客户池数据 $wherePool = $customerModel->getWhereByPool(); $resPool = db('crm_customer')->alias('customer')->where(['customer_id' => $param['id']])->where($wherePool)->find(); if (!$resPool && !in_array($data['owner_user_id'], $auth_user_ids) && !$roPre && !$rwPre) { $authData['dataAuth'] = (int)0; return resultArray(['data' => $authData]); } return resultArray(['data' => $data]); } /** * 编辑客户 * @param * @return * @author Michael_xu */ public function update() { $customerModel = model('Customer'); $param = $this->param; $userInfo = $this->userInfo; //数据详情 $data = $customerModel->getDataById($param['id']); if (!$data) { return resultArray(['error' => $customerModel->getError()]); } $param['user_id'] = $userInfo['id']; if ($customerModel->updateDataById($param, $param['id'])) { return resultArray(['data' => '编辑成功']); } else { return resultArray(['error' => $customerModel->getError()]); } } /** * 删除客户 * @param * @return * @author Michael_xu */ public function delete() { $param = $this->param; $user = new ApiCommon(); $userInfo = $user->userInfo; // 是否客户池 if ($param['isSeas'] == 1) { $permission = checkPerByAction('crm', 'customer', 'poolDelete'); } else { $permission = checkPerByAction('crm', 'customer', 'delete'); } if ($permission == false) { return resultArray(['error' => '无权操作']); } $customerModel = model('Customer'); $userModel = new \app\admin\model\User(); $recordModel = new \app\admin\model\Record(); $fileModel = new \app\admin\model\File(); $actionRecordModel = new \app\admin\model\ActionRecord(); if (!is_array($param['id'])) { $customer_id[] = $param['id']; } else { $customer_id = $param['id']; } $delIds = []; $errorMessage = []; //数据权限判断 $auth_user_ids = $userModel->getUserByPer('crm', 'customer', 'delete'); //判断是否客户池数据(客户池数据只有管理员可以删) $adminId = $userModel->getAdminId(); $wherePool = $customerModel->getWhereByPool(); foreach ($customer_id as $k => $v) { $isDel = true; //数据详情 $data = db('crm_customer')->where(['customer_id' => $v])->find(); if (!$data) { $isDel = false; $errorMessage[] = 'id为' . $v . '的客户删除失败,错误原因:' . $customerModel->getError(); } $resPool = db('crm_customer')->alias('customer')->where(['customer_id' => $v])->where($wherePool)->find(); if (!$resPool && !in_array($data['owner_user_id'], $auth_user_ids) && $isDel) { $isDel = false; $errorMessage[] = '无权操作'; } // 公海 (原逻辑,公海仅允许管理员删除,修改为授权,不再限制) // if ($resPool && !in_array($data['owner_user_id'],$adminId)) { // $isDel = false; // $errorMessage[] = '名称为'.$data['name'].'的客户删除失败,错误原因:无权操作'; // } //有商机、合同、联系人则不能删除 if ($isDel) { $resBusiness = db('crm_business')->where(['customer_id' => $v])->find(); if ($resBusiness) { $isDel = false; $errorMessage[] = '客户下存在商机,不能删除'; } } if ($isDel) { $resContacts = db('crm_contacts')->where(['customer_id' => $v])->find(); if ($resContacts) { $isDel = false; // $errorMessage[] = '名称为' . $data['name'] . '的客户删除失败,错误原因:客户下存在联系人,不能删除'; $errorMessage[] = '客户下存在联系人,不能删除'; } } if ($isDel) { $resContract = db('crm_contract')->where(['customer_id' => $v])->find(); if ($resContract) { $isDel = false; $errorMessage[] = '客户下存在合同,不能删除'; } } if ($isDel) { $delIds[] = $v; } } $dataInfo = $customerModel->where('customer_id', ['in', $delIds])->select(); if ($delIds) { $delRes = $customerModel->delDatas($delIds); if (!$delRes) { return resultArray(['error' => $customerModel->getError()]); } // 删除客户扩展数据 db('crm_customer_data')->whereIn('customer_id', $delIds)->delete(); // 删除跟进记录 $recordModel->delDataByTypes(2, $delIds); // 删除关联附件 $fileModel->delRFileByModule('crm_customer', $delIds); // 删除关联操作记录 $actionRecordModel->delDataById(['types' => 'crm_customer', 'action_id' => $delIds]); foreach ($dataInfo as $k => $v) { RecordActionLog($userInfo['id'], 'crm_customer', 'delete', $v['name'], '', '', '删除了客户:' . $v['name']); } } if ($errorMessage) { return resultArray(['error' => $errorMessage]); } else { return resultArray(['data' => '删除成功']); } } /** * 客户转移 * @param owner_user_id 变更负责人 * @param is_remove 1移出,2转为团队成员 * @param types business,contract 相关模块 * @param type 权限 1只读2读写 * @return * @author Michael_xu */ public function transfer() { $param = $this->param; $userInfo = $this->userInfo; $customerModel = model('Customer'); $businessModel = model('Business'); $contractModel = model('Contract'); $contactsModel = model('Contacts'); $settingModel = model('Setting'); $customerConfigModel = model('CustomerConfig'); $userModel = new \app\admin\model\User(); if (!$param['owner_user_id']) { return resultArray(['error' => '变更负责人不能为空']); } if (!$param['customer_id'] || !is_array($param['customer_id'])) { return resultArray(['error' => '请选择需要转移的客户']); } $is_remove = ($param['is_remove'] == 2) ? 2 : 1; $type = $param['type'] == 2 ?: 1; $types = $param['types'] ?: []; $data = []; $data['owner_user_id'] = $param['owner_user_id']; $data['update_time'] = time(); $data['follow'] = '待跟进'; # 获取客户的时间 $data['obtain_time'] = time(); $ownerUserName = $userModel->getUserNameById($param['owner_user_id']); $errorMessage = []; foreach ($param['customer_id'] as $customer_id) { $customerInfo = db('crm_customer')->where(['customer_id' => $customer_id])->find(); if (!$customerInfo) { $errorMessage[] = '名称:为《' . $customerInfo['name'] . '》的客户转移失败,错误原因:数据不存在;'; continue; } $resCustomer = true; //权限判断 if (!$customerModel->checkData($customer_id)) { $errorMessage[] = $customerInfo['name'] . '转移失败,错误原因:无权限;'; continue; } //拥有客户数上限检测 if (!$customerConfigModel->checkData($param['owner_user_id'], 1)) { $errorMessage[] = $customerInfo['name'] . '转移失败,错误原因:' . $customerConfigModel->getError(); continue; } //团队成员 $teamData = []; $teamData['type'] = $type; //权限 1只读2读写 $teamData['user_id'] = [$customerInfo['owner_user_id']]; //协作人 $teamData['types'] = 'crm_customer'; //类型 $teamData['types_id'] = $customer_id; //类型ID $teamData['is_del'] = ($is_remove == 1) ? 1 : ''; $res = $settingModel->createTeamData($teamData); # 处理分配标识,待办事项专用 $data['is_allocation'] = 1; $resCustomer = db('crm_customer')->where(['customer_id' => $customer_id])->update($data); if (!$resCustomer) { $errorMessage[] = $customerInfo['name'] . '转移失败,错误原因:数据出错;'; continue; } else { # 处理转移时,负责人出现在只读和读写成员列表中 $customerArray = []; $teamCustomer = db('crm_customer')->field(['owner_user_id', 'ro_user_id', 'rw_user_id'])->where('customer_id', $customer_id)->find(); if (!empty($teamCustomer['ro_user_id'])) { $customerRo = arrayToString(array_diff(stringToArray($teamCustomer['ro_user_id']), [$teamCustomer['owner_user_id']])); $customerArray['ro_user_id'] = $customerRo; } if (!empty($teamCustomer['rw_user_id'])) { $customerRo = arrayToString(array_diff(stringToArray($teamCustomer['rw_user_id']), [$teamCustomer['owner_user_id']])); $customerArray['rw_user_id'] = $customerRo; } db('crm_customer')->where('customer_id', $customer_id)->update($customerArray); } if (in_array('crm_contacts', $types)) { $contactsIds = []; $contactsIds = db('crm_contacts')->where(['customer_id' => $customer_id])->column('contacts_id'); if ($contactsIds) { $resContacts = $contactsModel->transferDataById($contactsIds, $param['owner_user_id'], $type, $is_remove); if ($resContacts !== true) { $errorMessage[] = $resContacts; continue; } } } //商机、合同转移 if (in_array('crm_business', $types)) { $businessIds = []; $businessIds = db('crm_business')->where(['customer_id' => $customer_id])->column('business_id'); if ($businessIds) { $resBusiness = $businessModel->transferDataById($businessIds, $param['owner_user_id'], $type, $is_remove); if ($resBusiness !== true) { $errorMessage = $errorMessage ? array_merge($errorMessage, $resBusiness) : $resBusiness; continue; } } } if (in_array('crm_contract', $types)) { $contractIds = []; $contractIds = db('crm_contract')->where(['customer_id' => $customer_id])->column('contract_id'); if ($contractIds) { $resContract = $contractModel->transferDataById($contractIds, $param['owner_user_id'], $type, $is_remove); if ($resContract !== true) { $errorMessage = $errorMessage ? array_merge($errorMessage, $resContract) : $resContract; continue; } } } //修改记录 updateActionLog($userInfo['id'], 'crm_customer', $customer_id, '', '', '将客户转移给:' . $ownerUserName); RecordActionLog($userInfo['id'], 'crm_customer', 'transfer', $customerInfo['name'], '', '', '将客户:' . $customerInfo['name'] . '转移给:' . $ownerUserName); } if (!$errorMessage) { return resultArray(['data' => '转移成功']); } else { return resultArray(['error' => $errorMessage]); } } /** * 客户放入公海(负责人置为0) * @param * @return * @author Michael_xu */ public function putInPool() { if (empty($this->param['customer_id'])) return resultArray(['error' => '请选择要放入公海的客户!']); if (!is_array($this->param['customer_id'])) return resultArray(['error' => '客户ID格式不正确!']); if (empty($this->param['pool_id'])) return resultArray(['error' => '请选择公海!']); $userInfo = $this->userInfo; $userId = $userInfo['id']; $customerIds = $this->param['customer_id']; $poolId = $this->param['pool_id']; $customerModel = new \app\crm\model\Customer(); # 消息数据 $message = []; # 获取客户数据 $customerData = []; $customerList = db('crm_customer')->field(['customer_id', 'owner_user_id', 'name'])->whereIn('customer_id', $customerIds)->select(); foreach ($customerList as $key => $value) { $customerData[$value['customer_id']] = $value; } # 整理数据 $ip = request()->ip(); $poolRelationData = []; $poolRecordData = []; $fieldRecordData = []; $operationLogData = []; foreach ($customerIds as $key => $value) { if (empty($customerData[$value])) { $message[] = '将客户放入公海失败,错误原因:数据不存在!'; unset($customerIds[(int)$key]); continue; } if (!$customerModel->checkData($value)) { $message[] = '"' . $customerData[$value]['name'] . '"放入公海失败,错误原因:无权限'; continue; } if (isset($customerData[$value]['owner_user_id']) && empty($customerData[$value]['owner_user_id'])) { $message[] = '将客户《' . $customerData[$value]['name'] . '》放入公海失败,错误原因:已经处于公海!'; unset($customerIds[(int)$key]); continue; } # 公海关联数据 $poolRelationData[] = [ 'pool_id' => $poolId, 'customer_id' => $value ]; # 公海操作记录数据 $poolRecordData[] = [ 'customer_id' => $value, 'user_id' => $userId, 'pool_id' => $poolId, 'type' => 2, 'create_time' => time() ]; # 字段操作记录数据 $fieldRecordData[] = [ 'user_id' => $userId, 'types' => 'crm_customer', 'action_id' => $value, 'content' => '将客户放入公海', 'create_time' => time() ]; # 数据操作日志数据 $operationLogData[] = [ 'user_id' => $userId, 'client_ip' => $ip, 'module' => 'crm_customer', 'action_id' => $value, 'content' => '将客户放入公海', 'create_time' => time(), 'action_name' => 'update', 'target_name' => !empty($customerData[$value]['name']) ? $customerData[$value]['name'] : '' ]; } if (empty($customerIds)) return resultArray(['error' => $message]); Db::startTrans(); try { # 修改客户数据 Db::name('crm_customer')->whereIn('customer_id', $customerIds)->exp('before_owner_user_id', 'owner_user_id')->update([ 'ro_user_id' => '', 'rw_user_id' => '', 'owner_user_id' => 0, 'into_pool_time' => time() ]); # 删除联系人的负责人 Db::name('crm_contacts')->whereIn('customer_id', $customerIds)->update(['owner_user_id' => 0]); # 将客户放入公海 Db::name('crm_customer_pool_relation')->insertAll($poolRelationData); # 公海操作记录 Db::name('crm_customer_pool_record')->insertAll($poolRecordData); # 字段操作记录 Db::name('admin_action_record')->insertAll($fieldRecordData); # 数据操作日志 Db::name('admin_operation_log')->insertAll($operationLogData); Db::commit(); } catch (\Exception $e) { Db::rollback(); $message = ['操作失败!']; } return resultArray(!empty($message) ? ['error' => $message] : ['data' => '操作成功!']); // $param = $this->param; // $userInfo = $this->userInfo; // $customerModel = model('Customer'); // $settingModel = new \app\crm\model\Setting(); // if (!$param['customer_id'] || !is_array($param['customer_id'])) { // return resultArray(['error' => '请选择需要放入公海的客户']); // } // $data = []; // $data['owner_user_id'] = 0; // $data['is_lock'] = 0; // $data['update_time'] = time(); // $errorMessage = []; // foreach ($param['customer_id'] as $customer_id) { // $customerInfo = []; // $customerInfo = db('crm_customer')->where(['customer_id' => $customer_id])->find(); // if (!$customerInfo) { // $errorMessage[] = '名称:为《' . $customerInfo['name'] . '》的客户放入公海失败,错误原因:数据不存在;'; // continue; // } // //权限判断 // if (!$customerModel->checkData($customer_id)) { // $errorMessage[] = '"' . $customerInfo['name'] . '"放入公海失败,错误原因:无权限'; // continue; // } // //将团队成员全部清除 // $data['ro_user_id'] = ''; // $data['rw_user_id'] = ''; // $resCustomer = db('crm_customer')->where(['customer_id' => $customer_id])->update($data); // if (!$resCustomer) { // $errorMessage[] = '"' . $customerInfo['name'] . '"放入公海失败,错误原因:数据出错;'; // continue; // } // //联系人负责人清除 // db('crm_contacts')->where(['customer_id' => $customer_id])->update(['owner_user_id' => 0]); // //修改记录 // updateActionLog($userInfo['id'], 'crm_customer', $customer_id, '', '', '将客户放入公海'); // RecordActionLog($userInfo['id'],'crm_pool','pool',$customerInfo['name'],'','','将客户'.$customerInfo['name'].'放入公海'); // } // if (!$errorMessage) { // return resultArray(['data' => '操作成功']); // } else { // return resultArray(['error' => $errorMessage]); // } } /** * 客户锁定,解锁 * @param is_lock 1锁定,2解锁 * @return * @author Michael_xu */ public function lock() { $param = $this->param; $userInfo = $this->userInfo; $customerModel = model('Customer'); $customerConfigModel = model('CustomerConfig'); $is_lock = ((int)$param['is_lock'] == 2) ? (int)$param['is_lock'] : 1; $lock_name = ($is_lock == 2) ? '解锁' : '锁定'; if (!$param['customer_id'] || !is_array($param['customer_id'])) { return resultArray(['error' => '请选择需要' . $lock_name . '的客户']); } $data = []; $data['is_lock'] = ($is_lock == 1) ? $is_lock : 0; $data['update_time'] = time(); $errorMessage = []; foreach ($param['customer_id'] as $customer_id) { $customerInfo = []; $customerInfo = $customerModel->getDataById($customer_id); if (!$customerInfo) { $errorMessage[] = '名称:为《' . $customerInfo['name'] . '》的客户' . $lock_name . '失败,错误原因:数据不存在;'; continue; } //权限判断 if (!$customerModel->checkData($customer_id)) { $errorMessage[] = $customerInfo['name'] . $lock_name . '失败,错误原因:无权限'; continue; } //锁定上限检测 if ($is_lock == 1 && !$customerConfigModel->checkData($customerInfo['owner_user_id'], 2)) { $errorMessage[] = $customerInfo['name'] . $lock_name . '失败,错误原因:' . $customerConfigModel->getError(); continue; } //已成交客户,锁定,提示无需锁定 // if ($customerInfo['deal_status'] == '已成交' && $is_lock == 1) { // $errorMessage[] = $customerInfo['name'].$lock_name.'失败,错误原因:已成交状态,无需锁定'; // continue; // } $resCustomer = db('crm_customer')->where(['customer_id' => $customer_id])->update($data); if (!$resCustomer) { $errorMessage[] = $customerInfo['name'] . $lock_name . '失败,错误原因:数据出错;'; } //修改记录 updateActionLog($userInfo['id'], 'crm_customer', $customer_id, '', '', '将客户' . $lock_name); if ($is_lock == 2) { RecordActionLog($userInfo['id'], 'crm_customer', 'islock', $customerInfo['name'], '', '', '将客户' . $customerInfo['name'] . $lock_name); } else { RecordActionLog($userInfo['id'], 'crm_customer', 'lock', $customerInfo['name'], '', '', '将客户' . $customerInfo['name'] . $lock_name); } } if (!$errorMessage) { return resultArray(['data' => '操作成功']); } else { return resultArray(['error' => $errorMessage]); } } /** * 客户领取 * @param * @return * @author Michael_xu */ public function receive() { $param = $this->param; $userInfo = $this->userInfo; $customerModel = model('Customer'); $customerConfigModel = model('CustomerConfig'); $customer_ids = $param['customer_id'] ?: $userInfo['id']; if (!$customer_ids || !is_array($customer_ids)) { return resultArray(['error' => '请选择需要领取的客户']); } $errorMessage = []; $wherePool = $customerModel->getWhereByPool(); foreach ($customer_ids as $k => $v) { $dataName = db('crm_customer')->where(['customer_id' => $v])->value('name'); //判断是否是客户池数据 $resPool = db('crm_customer')->alias('customer')->where(['customer_id' => $v])->where($wherePool)->find(); if (!$resPool) { $errorMessage[] = '客户《' . $dataName . '》领取失败,错误原因:非公海数据无权操作;'; continue; } //拥有客户数上限检测 if (!$customerConfigModel->checkData($userInfo['id'], 1)) { $errorMessage[] = '客户《' . $dataName . '》领取失败,错误原因:' . $customerConfigModel->getError(); continue; } $data = []; $data['owner_user_id'] = $userInfo['id']; $data['update_time'] = time(); $data['deal_time'] = time(); $data['follow'] = '待跟进'; //将团队成员全部清除 $data['ro_user_id'] = ''; $data['rw_user_id'] = ''; # 获取客户的时间 $data['obtain_time'] = time(); $resCustomer = db('crm_customer')->where(['customer_id' => $v])->update($data); if (!$resCustomer) { $errorMessage[] = '客户《' . $dataName . '》领取失败,错误原因:数据出错;'; continue; } //联系人领取 db('crm_contacts')->where(['customer_id' => $v])->update(['owner_user_id' => $userInfo['id']]); //修改记录 updateActionLog($userInfo['id'], 'crm_customer', $v, '', '', '领取了客户'); RecordActionLog($userInfo['id'], 'crm_customer', 'update', $dataName, '', '', '领取了客户:' . $dataName); } if (!$errorMessage) { return resultArray(['data' => '领取成功']); } else { return resultArray(['error' => $errorMessage]); } } /** * 客户分配 * @param * @return * @author Michael_xu */ public function distribute() { $param = $this->param; $userInfo = $this->userInfo; $customerModel = model('Customer'); $userModel = new \app\admin\model\User(); $customerConfigModel = model('CustomerConfig'); $customer_ids = $param['customer_id']; $owner_user_id = $param['owner_user_id']; if (!$customer_ids || !is_array($customer_ids)) { return resultArray(['error' => '请选择需要分配的客户']); } if (!$owner_user_id) { return resultArray(['error' => '请选择分配人']); } $ownerUserName = $userModel->getUserNameById($owner_user_id); $errorMessage = []; $wherePool = $customerModel->getWhereByPool(); foreach ($customer_ids as $k => $v) { $dataName = db('crm_customer')->where(['customer_id' => $v])->value('name'); //判断是否是客户池数据 $resPool = db('crm_customer')->alias('customer')->where(['customer_id' => $v])->where($wherePool)->find(); if (!$resPool) { $errorMessage[] = '客户《' . $dataName . '》分配失败,错误原因:非公海数据无权操作;'; continue; } //拥有客户数上限检测 if (!$customerConfigModel->checkData($owner_user_id, 1)) { $errorMessage[] = '客户《' . $dataName . '》分配失败,错误原因:' . $customerConfigModel->getError(); continue; } $data = []; $data['owner_user_id'] = $owner_user_id; $data['update_time'] = time(); $data['deal_time'] = time(); $data['follow'] = '待跟进'; //将团队成员全部清除 $data['ro_user_id'] = ''; $data['rw_user_id'] = ''; # 处理分配标识,待办事项专用 $data['is_allocation'] = 1; # 获取客户的时间 $data['obtain_time'] = time(); $resCustomer = db('crm_customer')->where(['customer_id' => $v])->update($data); if (!$resCustomer) { $errorMessage[] = '客户《' . $dataName . '》分配失败,错误原因:数据出错;'; } db('crm_contacts')->where(['customer_id' => $v])->update(['owner_user_id' => $owner_user_id]); //修改记录 updateActionLog($userInfo['id'], 'crm_customer', $v, '', '', '将客户分配给:' . $ownerUserName); RecordActionLog($userInfo['id'], 'crm_customer', 'distribute', $dataName, '', '', '将客户' . $dataName . '分配给:' . $ownerUserName); //站内信 $send_user_id[] = $owner_user_id; $sendContent = $userInfo['realname'] . '将客户《' . $dataName . '》,分配给您'; if ($send_user_id) { sendMessage($send_user_id, $sendContent, $v, 1); } } if (!$errorMessage) { return resultArray(['data' => '分配成功']); } else { return resultArray(['error' => $errorMessage]); } } /** * 客户导出 * @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['customer_id']) { $param['customer_id'] = ['condition' => 'in', 'value' => $param['customer_id'], 'form_type' => 'text', 'name' => '']; $action_name = '导出选中'; } $param['is_excel'] = 1; $excelModel = new \app\admin\model\Excel(); // 导出的字段列表 $fieldModel = new \app\admin\model\Field(); $field_list = $fieldModel->getIndexFieldConfig('crm_customer', $userInfo['id'], '', 'excel'); // 文件名 $file_name = '5kcrm_customer_' . date('Ymd'); $model = model('Customer'); $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_customer', 'excelexport', $action_name, '', '', '导出客户'); return $excelModel->batchExportCsv($file_name, $temp_file, $field_list, $page, function ($page, $limit) use ($model, $param, $field_list) { $param['page'] = $page; $param['limit'] = $limit; $data = $model->getDataList($param); $data['list'] = $model->exportHandle($data['list'], $field_list, 'customer'); return $data; }); } /** * 客户导入模板下载 * @param string $save_path 本地保存路径 用于错误数据导出,在 Admin\Model\Excel::batchImportData()调用 * @return * @author Michael_xu */ public function excelDownload($save_path = '') { # 下次升级 $param = $this->param; $userInfo = $this->userInfo; $excelModel = new \app\admin\model\Excel(); // 导入的字段列表 $fieldModel = new \app\admin\model\Field(); $fieldParam['types'] = 'crm_customer'; $fieldParam['action'] = 'excel'; $field_list = $fieldModel->field($fieldParam); $field = [1 => [ 'field' => 'owner_user_id', 'types' => 'crm_customer', '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_customer', $save_path); } /** * 客户数据导入 * @param * @return * @author Michael_xu */ public function excelImport() { $param = $this->param; $userInfo = $this->userInfo; $excelModel = new \app\admin\model\Excel(); $param['create_user_id'] = $userInfo['id']; $param['owner_user_id'] = $param['owner_user_id'] ?: 0; $param['deal_time'] = time(); $param['deal_status'] = '未成交'; $param['types'] = 'crm_customer'; $file = request()->file('file'); // $res = $excelModel->importExcel($file, $param, $this); $res = $excelModel->batchImportData($file, $param, $this); RecordActionLog($userInfo['id'], 'crm_customer', 'excel', '导入客户', '', '', '导入客户'); return resultArray(['data' => $excelModel->getError()]); } /** * 客户标记为已跟进 * @param * @return * @author Michael_xu */ public function setFollow() { $param = $this->param; $customerIds = $param['id'] ?: []; if (!$customerIds || !is_array($customerIds)) { return resultArray(['error' => '参数错误']); } $data['follow'] = '已跟进'; $data['update_time'] = time(); $res = db('crm_customer')->where(['customer_id' => ['in', $customerIds]])->update($data); if (!$res) { return resultArray(['error' => '操作失败,请重试']); } return resultArray(['data' => '跟进成功']); } /** * 置顶 / 取消置顶 * @return [type] [description] */ public function top() { $customerModel=model('Customer'); $param = $this->param; $userInfo = $this->userInfo; $param['create_role_id'] = $userInfo['id']; $param['top_time'] = time(); $top_id = Db::name('crm_top')->where(['module' => ['eq', $param['module']], 'create_role_id' => ['eq', $userInfo['id']], 'module_id' => ['eq', $param['module_id']]])->column('top_id'); if ($top_id) { if ($res = Db::name('crm_top')->where('top_id', $top_id[0])->update($param)) { return resultArray(['data' => $res]); } else { return resultArray(['error' => Db::name('crm_top')->getError()]); } } else { if ($res = Db::name('crm_top')->data($param)->insert()) { return resultArray(['data' => $res]); } else { return resultArray(['error' => $customerModel->getError()]); } } } /** * 客户成交状态 * @param status 1已成交,2未成交 * @return * @author Michael_xu */ public function deal_status() { $param = $this->param; $userInfo = $this->userInfo; $statusArr = ['1' => '已成交', '2' => '未成交']; $statusList = ['1', '2']; if (!$param['customer_id'] || !in_array($param['status'], $statusList)) { return resultArray(['error' => '参数错误']); } $customerModel = model('Customer'); $customerConfigModel = model('CustomerConfig'); $userModel = new \app\admin\model\User(); $customer_ids = $param['customer_id']; if (!is_array($customer_ids) || !$customer_ids) { $customer_ids[] = $customer_ids; } $data = []; $data['update_time'] = time(); $data['deal_time'] = time(); $data['deal_status'] = $statusArr[$param['status']]; $errorMessage = []; foreach ($customer_ids as $customer_id) { $dataInfo = []; $dataInfo = db('crm_customer')->where(['customer_id' => $customer_id])->field('owner_user_id,deal_status,name')->find(); //权限判断 if (!$customerModel->checkData($customer_id, 1)) { $errorMessage[] = '名称:为《' . $dataInfo['name'] . '》的客户更改失败,错误原因:' . $customerModel->getError(); continue; } $owner_user_id = $dataInfo['owner_user_id'];; if (!$owner_user_id) { $errorMessage[] = '名称:为《' . $dataInfo['name'] . '》的客户更改失败,错误原因:公海数据无权操作'; continue; } //拥有客户数上限检测 if ($statusArr[$param['status']] == '未成交' && $dataInfo['deal_status'] == '已成交') { if (!$customerConfigModel->checkData($owner_user_id, 1, 1)) { $errorMessage[] = '名称:为《' . $dataInfo['name'] . '》的客户更改失败,错误原因:' . $customerConfigModel->getError(); continue; } } if ($statusArr[$param['status']] == '已成交') { $data['is_lock'] = 0; } $res = db('crm_customer')->where(['customer_id' => $customer_id])->update($data); if (!$res) { $errorMessage[] = '名称:为《' . $dataInfo['name'] . '》的客户更改失败,错误原因:操作失败,请重试!'; continue; } //修改记录 updateActionLog($userInfo['id'], 'crm_customer', $customer_id, ['deal_status' => $dataInfo['deal_status']], ['deal_status' => $data['deal_status']]); if ($param['status'] == 1) { RecordActionLog($userInfo['id'], 'crm_customer', 'status', $dataInfo['name'], '', '', '修改客户:' . $dataInfo['name'] . '成交状态:' . $statusArr[$param['status']]); } else { RecordActionLog($userInfo['id'], 'crm_customer', 'status', $dataInfo['name'], '', '', '修改客户:' . $dataInfo['name'] . '成交状态:' . $statusArr[$param['status']]); } } if (!$errorMessage) { return resultArray(['data' => '操作成功']); } else { return resultArray(['error' => $errorMessage]); } } /** * 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, $targetId)) { return resultArray(['error' => '设置关注失败!']); } return resultArray(['data' => '设置关注成功!']); } /** * 附近客户 * * @return \think\response\Json */ public function nearby() { if (empty($this->param['lng'])) return resultArray(['error' => '缺少经度参数!']); if (empty($this->param['lat'])) return resultArray(['error' => '缺少纬度参数!']); if (empty($this->param['distance'])) return resultArray(['error' => '请选择距离!']); $customerModel = model('Customer'); $data = $customerModel->getNearbyList($this->param); return resultArray(['data' => $data]); } /** * 系统信息 * * @return \think\response\Json * @throws \think\db\exception\DataNotFoundException * @throws \think\db\exception\ModelNotFoundException * @throws \think\exception\DbException */ public function system() { if (empty($this->param['id'])) return resultArray(['error' => '参数错误!']); $customerModel = new \app\crm\model\Customer(); $data = $customerModel->getSystemInfo($this->param['id']); return resultArray(['data' => $data]); } /** * table标签栏数量 * * @return \think\response\Json * @throws \think\db\exception\DataNotFoundException * @throws \think\db\exception\ModelNotFoundException * @throws \think\exception\DbException */ public function count() { if (empty($this->param['customer_id'])) return resultArray(['error' => '参数错误!']); $userInfo = $this->userInfo; $customerId = $this->param['customer_id']; # 联系人 $contactsAuth = $this->getContactsSearchWhere($userInfo['id']); $contactsCount = Db::name('crm_contacts')->where('customer_id', $customerId)->where($contactsAuth)->count(); # 团队成员 $customer = Db::name('crm_customer')->field(['owner_user_id', 'ro_user_id', 'rw_user_id'])->where('customer_id', $customerId)->find(); $customer['ro_user_id'] = explode(',', trim($customer['ro_user_id'], ',')); $customer['rw_user_id'] = explode(',', trim($customer['rw_user_id'], ',')); $customer['owner_user_id'] = [$customer['owner_user_id']]; $teamCount = array_filter(array_unique(array_merge($customer['ro_user_id'], $customer['rw_user_id'], $customer['owner_user_id']))); # 商机 $businessAuth = $this->getBusinessSearchWhere($userInfo['id']); $businessCount = Db::name('crm_business')->where('customer_id', $customerId)->where($businessAuth)->count(); # 合同 $contractAuth = $this->getContractSearchWhere($userInfo['id']); $contractCount = Db::name('crm_contract')->where('customer_id', $customerId)->where($contractAuth)->count(); # 回款 $receivablesAuth = $this->getReceivablesSearchWhere(); $receivablesCount = Db::name('crm_receivables')->where('customer_id', $customerId)->whereIn('owner_user_id', $receivablesAuth)->count(); # 回访 $visitAuth = $this->getVisitSearchWhere($userInfo['id']); $visitCount = Db::name('crm_visit')->where(['customer_id' => $customerId, 'deleted_state' => 0])->where($visitAuth)->count(); # 发票 $invoiceAuth = $this->getInvoiceSearchWhere(); $invoiceCount = Db::name('crm_invoice')->where('customer_id', $customerId)->whereIn('owner_user_id', $invoiceAuth)->count(); # 附件 $fileCount = Db::name('crm_customer_file')->alias('customer')->join('__ADMIN_FILE__ file', 'file.file_id = customer.file_id')->where('customer_id', $customerId)->count(); $data = [ 'businessCount' => $businessCount, 'contactCount' => $contactsCount, 'contractCount' => $contractCount, 'fileCount' => $fileCount, 'invoiceCount' => $invoiceCount, 'memberCount' => count($teamCount), 'receivablesCount' => $receivablesCount, 'returnVisitCount' => $visitCount ]; return resultArray(['data' => $data]); } /** * 公海权限 * * @param CustomerLogic $customerLogic * @return \think\response\Json * @throws \think\db\exception\DataNotFoundException * @throws \think\db\exception\ModelNotFoundException * @throws \think\exception\DbException */ public function poolAuthority(CustomerLogic $customerLogic) { $authority = [ 'delete' => false, # 删除 'distribute' => false, # 分配 'excelexport' => false, # 导出 'index' => false, # 列表 'receive' => false, # 领取 ]; $userId = $this->userInfo['id']; if (empty($userId)) return resultArray(['data' => $authority]); # 员工角色数据 $groupIds = $customerLogic->getEmployeeGroups($userId); # 员工角色下的规则数据 $ruleIds = $customerLogic->getEmployeeRules($groupIds); # 公海规则数据 $poolRules = $customerLogic->getPoolRules(); # 整理员工规则数据 $rules = []; $ruleIds = implode(',', $ruleIds); $rules = array_filter(array_unique(explode(',', $ruleIds))); # 整理公海规则数据 $deleteId = $distributeId = $exportId = $indexId = $receiveId = 0; foreach ($poolRules as $key => $value) { if ($value['name'] == 'pool') $indexId = $value['id']; if ($value['name'] == 'distribute') $distributeId = $value['id']; if ($value['name'] == 'receive') $receiveId = $value['id']; if ($value['name'] == 'poolExcelExport') $exportId = $value['id']; if ($value['name'] == 'poolDelete') $deleteId = $value['id']; } # 权限判断 $authority['delete'] = $userId == 1 || in_array(1, $groupIds) || in_array($deleteId, $rules) ? true : false; $authority['distribute'] = $userId == 1 || in_array(1, $groupIds) || in_array($distributeId, $rules) ? true : false; $authority['excelexport'] = $userId == 1 || in_array(1, $groupIds) || in_array($exportId, $rules) ? true : false; $authority['index'] = $userId == 1 || in_array(1, $groupIds) || in_array($indexId, $rules) ? true : false; $authority['receive'] = $userId == 1 || in_array(1, $groupIds) || in_array($receiveId, $rules) ? true : false; return resultArray(['data' => $authority]); } /** * 客户级别列表 * * @return \think\response\Json * @since 2021-03-29 * @author fanqi */ public function level() { $data = db('admin_field')->where(['types' => 'crm_customer', 'field' => 'level'])->value('setting'); $data = explode(chr(10), $data); return resultArray(['data' => $data]); } }