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<?php
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// +----------------------------------------------------------------------
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// | Description: 线索
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// +----------------------------------------------------------------------
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// | Author: Michael_xu | gengxiaoxu@5kcrm.com
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// +----------------------------------------------------------------------
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namespace app\crm\controller;
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use app\admin\controller\ApiCommon;
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use app\crm\traits\StarTrait;
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use think\Db;
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use think\Hook;
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use think\Request;
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class Leads extends ApiCommon
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{
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use StarTrait;
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/**
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* 用于判断权限
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* @permission 无限制
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* @allow 登录用户可访问
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* @other 其他根据系统设置
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**/
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public function _initialize()
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{
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$action = [
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'permission' => ['exceldownload', 'setfollow'],
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'allow' => ['system', 'count']
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];
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Hook::listen('check_auth', $action);
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$request = Request::instance();
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$a = strtolower($request->action());
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if (!in_array($a, $action['permission'])) {
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parent::_initialize();
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}
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}
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/**
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* 线索列表
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* @return
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* @author Michael_xu
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*/
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public function index()
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{
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$leadsModel = model('Leads');
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$param = $this->param;
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$userInfo = $this->userInfo;
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$param['user_id'] = $userInfo['id'];
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$data = $leadsModel->getDataList($param);
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return resultArray(['data' => $data]);
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}
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/**
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* 线索公海
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* @return
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* @author Michael_xu
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*/
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public function pool()
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{
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$leadsModel = model('Leads');
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$param = $this->param;
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//线索公海条件(没有负责人或已经到期)
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$end_time = '';
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$param['update_time'] = array();
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$data = $leadsModel->getDataList($param);
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return resultArray(['data' => $data]);
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}
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/**
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* 添加线索
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* @param \think\Request $request
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* @return
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* @author Michael_xu
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*/
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public function save()
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{
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$leadsModel = model('Leads');
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$param = $this->param;
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$userInfo = $this->userInfo;
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$param['create_user_id'] = $userInfo['id'];
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$param['owner_user_id'] = $userInfo['id'];
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if ($leadsModel->createData($param)) {
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return resultArray(['data' => '添加成功']);
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} else {
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return resultArray(['error' => $leadsModel->getError()]);
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}
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}
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/**
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* 线索详情
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* @param
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* @return
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* @author Michael_xu
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*/
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public function read()
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{
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$leadsModel = model('Leads');
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$userModel = new \app\admin\model\User();
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$param = $this->param;
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$userInfo = $this->userInfo;
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$data = $leadsModel->getDataById($param['id'], $userInfo['id']);
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//判断权限
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$auth_user_ids = $userModel->getUserByPer('crm', 'leads', 'read');
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if (!in_array($data['owner_user_id'], $auth_user_ids)) {
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//无权限
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$authData['dataAuth'] = (int)0;
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return resultArray(['data' => $authData]);
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}
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if (!$data) {
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return resultArray(['error' => $leadsModel->getError()]);
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}
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return resultArray(['data' => $data]);
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}
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/**
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* 编辑线索
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* @param
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* @return
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* @author Michael_xu
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*/
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public function update()
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{
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$leadsModel = model('Leads');
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$param = $this->param;
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$userInfo = $this->userInfo;
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$param['user_id'] = $userInfo['id'];
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if ($leadsModel->updateDataById($param, $param['id'])) {
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return resultArray(['data' => '编辑成功']);
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} else {
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return resultArray(['error' => $leadsModel->getError()]);
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}
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}
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/**
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* 删除线索
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* @param
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* @return
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* @author Michael_xu
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*/
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public function delete()
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{
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$param = $this->param;
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$leadsModel = model('Leads');
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$recordModel = new \app\admin\model\Record();
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$fileModel = new \app\admin\model\File();
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$actionRecordModel = new \app\admin\model\ActionRecord();
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if (!is_array($param['id'])) {
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$leads_id[] = $param['id'];
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} else {
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$leads_id = $param['id'];
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}
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$delIds = [];
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$errorMessage = [];
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//数据权限判断
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$userModel = new \app\admin\model\User();
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$auth_user_ids = $userModel->getUserByPer('crm', 'leads', 'delete');
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foreach ($leads_id as $k => $v) {
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$isDel = true;
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//数据详情
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$data = $leadsModel->getDataById($v);
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if (!$data) {
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$isDel = false;
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$errorMessage[] = 'id为' . $v . '的线索删除失败,错误原因：' . $leadsModel->getError();
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}
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if (!in_array($data['owner_user_id'], $auth_user_ids)) {
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$isDel = false;
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$errorMessage[] = '名称为' . $data['name'] . '的线索删除失败,错误原因：无权操作';
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}
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if ($isDel) {
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$delIds[] = $v;
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}
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}
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$dataInfo = $leadsModel->where('leads_id',['in',$delIds])->select();
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if ($delIds) {
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$data = $leadsModel->delDatas($delIds);
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if (!$data) {
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return resultArray(['error' => $leadsModel->getError()]);
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}
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// 删除线索扩展数据
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db('crm_leads_data')->whereIn('leads_id', $delIds)->delete();
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//删除跟进记录
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$recordModel->delDataByTypes(1, $delIds);
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//删除关联附件
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$fileModel->delRFileByModule('crm_leads', $delIds);
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//删除关联操作记录
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$actionRecordModel->delDataById(['types' => 'crm_leads', 'action_id' => $delIds]);
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$userInfo = $this->userInfo;
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foreach ($dataInfo as $k => $v) {
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RecordActionLog($userInfo['id'], 'crm_leads', 'delete', $v['name'], '', '', '删除了线索：' . $v['name']);
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}
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}
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if ($errorMessage) {
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return resultArray(['error' => $errorMessage]);
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} else {
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return resultArray(['data' => '删除成功']);
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}
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}
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/**
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* 线索转化为客户
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* @param
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* @return
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* @author Michael_xu
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*/
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public function transform()
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{
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$leadsModel = model('Leads');
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$customerModel = model('Customer');
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$fieldModel = new \app\admin\model\Field();
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$param = $this->param;
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$userInfo = $this->userInfo;
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$userModel = new \app\admin\model\User();
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$authIds = $userModel->getUserByPer(); //权限范围的user_id
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if (!$param['leads_id'] || !is_array($param['leads_id'])) {
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return resultArray(['error' => '请选择需要转化的线索']);
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}
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$errorMessage = [];
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foreach ($param['leads_id'] as $leads_id) {
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$data = [];
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$leadsInfo = db('crm_leads')->where(['leads_id' => $leads_id])->find();
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//字段对照关系处理
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$data = $fieldModel->getRelevantData('crm_leads', $leadsInfo) ?: [];
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$data['create_user_id'] = $userInfo['id'];
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$data['owner_user_id'] = $userInfo['id'];
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$data['deal_status'] = '未成交';
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$data['deal_time'] = time();
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$data['create_time'] = time();
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$data['update_time'] = time();
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$data['next_time'] = $leadsInfo['next_time'];
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if (empty($data['telephone'])) $data['telephone'] = 0;
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# 获取客户的时间
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$data['obtain_time'] = time();
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//权限判断
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if (!$leadsInfo) {
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$errorMessage[] = '线索《' . $leadsInfo['name'] . '》转化失败，错误原因：数据不存在；';
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continue;
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}
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if (!in_array($leadsInfo['owner_user_id'], $authIds)) {
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$errorMessage[] = '线索《' . $leadsInfo['name'] . '》转化失败，错误原因：无权限；';
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continue;
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}
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$resCustomer = $customerModel->createData($data);
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if (!$resCustomer) {
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$errorMessage[] = '线索《' . $leadsInfo['name'] . '》转化失败，错误原因：' . $customerModel->getError();
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continue;
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}
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$leadsData = [];
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$leadsData['is_transform'] = 1; //标记为已转化
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$leadsData['customer_id'] = $resCustomer['customer_id'];
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db('crm_leads')->where(['leads_id' => $leads_id])->update($leadsData);
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//修改记录
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updateActionLog($userInfo['id'], 'crm_customer', $resCustomer['customer_id'], '', '', '将线索"' . $leadsInfo['name'] . '转化为客户');
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RecordActionLog($userInfo['id'],'crm_leads','save',$leadsInfo['name'],'','','将线索'.$leadsInfo['name'].'转化为客户');
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# 将线索下的跟进记录同步至客户下
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$record = db('crm_activity')->field('activity_id', true)->where(['type' => 1, 'activity_type' => 1, 'activity_type_id' => $leads_id])->select();
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foreach ($record as $key1 => $value1) {
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$record[$key1]['activity_type'] = 2;
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$record[$key1]['activity_type_id'] = $resCustomer['customer_id'];
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$record[$key1]['create_time'] = time() + 1;
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$record[$key1]['update_time'] = time() + 1;
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}
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if (!empty($record)) db('crm_activity')->insertAll($record);
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}
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if (!$errorMessage) {
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return resultArray(['data' => '转化成功']);
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} else {
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return resultArray(['error' => $errorMessage]);
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}
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}
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/**
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* 线索转移
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* @param owner_user_id 变更负责人
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* @param is_remove 1移出，2转为团队成员
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* @param type 权限 1只读2读写
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* @return
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* @author Michael_xu
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*/
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public function transfer()
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{
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$param = $this->param;
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$userInfo = $this->userInfo;
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$leadsModel = model('Leads');
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$settingModel = model('Setting');
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$userModel = new \app\admin\model\User();
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$authIds = $userModel->getUserByPer(); //权限范围的user_id
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if (!$param['owner_user_id']) {
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return resultArray(['error' => '变更负责人不能为空']);
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}
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if (!$param['leads_id'] || !is_array($param['leads_id'])) {
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return resultArray(['error' => '请选择需要转移的线索']);
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}
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$is_remove = $param['is_remove'] == 2 ?: 1;
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$type = $param['type'] == 2 ?: 1;
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$data = [];
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$data['owner_user_id'] = $param['owner_user_id'];
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$data['update_time'] = time();
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$data['follow'] = '待跟进';
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$ownerUserName = $userModel->getUserNameById($param['owner_user_id']);
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$errorMessage = [];
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foreach ($param['leads_id'] as $leads_id) {
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$leadsInfo = $leadsModel->getDataById($leads_id);
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if (!$leadsInfo) {
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$errorMessage[] = '名称:为《' . $leadsInfo['name'] . '》的线索转移失败，错误原因：数据不存在；';
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continue;
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}
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//权限判断
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if (!in_array($leadsInfo['owner_user_id'], $authIds)) {
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$errorMessage[] = '"' . $leadsInfo['name'] . '"转移失败，错误原因：无权限；';
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continue;
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}
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# 处理分配标识，待办事项专用
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$data['is_allocation'] = 1;
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$resLeads = db('crm_leads')->where(['leads_id' => $leads_id])->update($data);
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if (!$resLeads) {
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$errorMessage[] = '"' . $leadsInfo['name'] . '"转移失败，错误原因：数据出错；';
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continue;
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}
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//修改记录
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updateActionLog($userInfo['id'], 'crm_leads', $leads_id, '', '', '将线索转移给：' . $ownerUserName);
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RecordActionLog($userInfo['id'], 'crm_leads', 'transfer',$leadsInfo['name'], '','','将线索：'.$leadsInfo['name'].'转移给：' . $ownerUserName);
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}
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if (!$errorMessage) {
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return resultArray(['data' => '转移成功']);
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} else {
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return resultArray(['error' => $errorMessage]);
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}
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}
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/**
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* 线索导入模板
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* @param string $save_path 本地保存路径 用于错误数据导出，在 Admin\Model\Excel::importExcel()调用
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* @return
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* @author Michael_xu
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*/
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public function excelDownload($save_path = '')
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{
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# 下次升级使用
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$param = $this->param;
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$userInfo = $this->userInfo;
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$excelModel = new \app\admin\model\Excel();
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// 导出的字段列表
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$fieldModel = new \app\admin\model\Field();
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$fieldParam['types'] = 'crm_leads';
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$fieldParam['action'] = 'excel';
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$field_list = $fieldModel->field($fieldParam);
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$field=[1=>[
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'field'=>'owner_user_id',
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'types'=>'crm_leads',
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'name'=>'负责人',
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'form_type'=>'user',
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'default_value'=>'',
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'is_null' => 1,
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'input_tips' =>'',
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'setting' => Array(),
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'is_hidden'=>0,
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'writeStatus' => 1,
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'value' => '']
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];
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$first_array = array_splice($field_list, 2,0, $field);
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$excelModel->excelImportDownload($field_list, 'crm_leads', $save_path);
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}
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/**
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* 线索导出
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* @param
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* @return
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* @author Michael_xu
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*/
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public function excelExport()
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{
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$param = $this->param;
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$userInfo = $this->userInfo;
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$param['user_id'] = $userInfo['id'];
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$action_name='导出全部';
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if ($param['leads_id']) {
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$param['leads_id'] = ['condition' => 'in', 'value' => $param['leads_id'], 'form_type' => 'text', 'name' => ''];
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$param['is_excel'] = 1;
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$action_name='导出选中';
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}
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$excelModel = new \app\admin\model\Excel();
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// 导出的字段列表
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$fieldModel = new \app\admin\model\Field();
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$field_list = $fieldModel->getIndexFieldConfig('crm_leads', $userInfo['id'],'','excel');
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|
|
// 文件名
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|
|
$file_name = '5kcrm_leads_' . date('Ymd');
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|
|
|
|
|
$model = model('Leads');
|
|
|
$temp_file = $param['temp_file'];
|
|
|
unset($param['temp_file']);
|
|
|
$page = $param['page'] ?: 1;
|
|
|
unset($param['page']);
|
|
|
unset($param['export_queue_index']);
|
|
|
RecordActionLog($userInfo['id'],'crm_leads','excelexport',$action_name,'','','导出线索');
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|
|
return $excelModel->batchExportCsv($file_name, $temp_file, $field_list, $page, function ($page, $limit) use ($model, $field_list, $param) {
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|
|
$param['page'] = $page;
|
|
|
$param['limit'] = $limit;
|
|
|
$data = $model->getDataList($param);
|
|
|
$data['list'] = $model->exportHandle($data['list'], $field_list, 'leads');
|
|
|
return $data;
|
|
|
});
|
|
|
}
|
|
|
|
|
|
/**
|
|
|
* 线索数据导入
|
|
|
* @param
|
|
|
* @return
|
|
|
* @author Michael_xu
|
|
|
*/
|
|
|
public function excelImport()
|
|
|
{
|
|
|
$param = $this->param;
|
|
|
$userInfo = $this->userInfo;
|
|
|
$excelModel = new \app\admin\model\Excel();
|
|
|
$param['types'] = 'crm_leads';
|
|
|
$param['create_user_id'] = $userInfo['id'];
|
|
|
$file = request()->file('file');
|
|
|
// $res = $excelModel->importExcel($file, $param);
|
|
|
$res = $excelModel->batchImportData($file, $param, $this);
|
|
|
if (!$res) {
|
|
|
return resultArray(['error' => $excelModel->getError()]);
|
|
|
}
|
|
|
RecordActionLog($userInfo['id'],'crm_leads','excel','导入线索','','','导入线索');
|
|
|
|
|
|
return resultArray(['data' => $excelModel->getError()]);
|
|
|
}
|
|
|
|
|
|
/**
|
|
|
* 线索标记为已跟进
|
|
|
* @param
|
|
|
* @return
|
|
|
* @author Michael_xu
|
|
|
*/
|
|
|
public function setFollow()
|
|
|
{
|
|
|
$param = $this->param;
|
|
|
$leadsIds = input('post.id/a') ?: [];
|
|
|
if (!$leadsIds || !is_array($leadsIds)) {
|
|
|
return resultArray(['error' => '参数错误']);
|
|
|
}
|
|
|
$data['follow'] = '已跟进';
|
|
|
$data['update_time'] = time();
|
|
|
$res = db('crm_leads')->where(['leads_id' => ['in', $leadsIds]])->update($data);
|
|
|
if (!$res) {
|
|
|
return resultArray(['error' => '操作失败，请重试']);
|
|
|
}
|
|
|
return resultArray(['data' => '跟进成功']);
|
|
|
}
|
|
|
|
|
|
/**
|
|
|
* 设置关注
|
|
|
*
|
|
|
* @return \think\response\Json
|
|
|
* @throws \think\Exception
|
|
|
* @throws \think\exception\PDOException
|
|
|
*/
|
|
|
public function star()
|
|
|
{
|
|
|
$userId = $this->userInfo['id'];
|
|
|
$targetId = $this->param['target_id'];
|
|
|
$type = $this->param['type'];
|
|
|
|
|
|
if (empty($userId) || empty($targetId) || empty($type)) return resultArray(['error' => '缺少必要参数！']);
|
|
|
|
|
|
if (!$this->setStar($type, $userId, $targetId)) {
|
|
|
return resultArray(['error' => '设置关注失败！']);
|
|
|
}
|
|
|
|
|
|
return resultArray(['data' => '设置关注成功！']);
|
|
|
}
|
|
|
|
|
|
/**
|
|
|
* 系统信息
|
|
|
*
|
|
|
* @return \think\response\Json
|
|
|
* @throws \think\db\exception\DataNotFoundException
|
|
|
* @throws \think\db\exception\ModelNotFoundException
|
|
|
* @throws \think\exception\DbException
|
|
|
*/
|
|
|
public function system()
|
|
|
{
|
|
|
if (empty($this->param['id'])) return resultArray(['error' => '参数错误！']);
|
|
|
|
|
|
$leadsModel = new \app\crm\model\Leads();
|
|
|
|
|
|
$data = $leadsModel->getSystemInfo($this->param['id']);
|
|
|
|
|
|
return resultArray(['data' => $data]);
|
|
|
}
|
|
|
|
|
|
/**
|
|
|
* table标签栏数量
|
|
|
*
|
|
|
* @return \think\response\Json
|
|
|
* @throws \think\Exception
|
|
|
*/
|
|
|
public function count()
|
|
|
{
|
|
|
if (empty($this->param['leads_id'])) return resultArray(['error' => '参数错误！']);
|
|
|
|
|
|
# 附件
|
|
|
$fileCount = Db::name('crm_leads_file')->alias('leads')->join('__ADMIN_FILE__ file', 'file.file_id = leads.file_id')->where('leads_id', $this->param['leads_id'])->count();
|
|
|
|
|
|
return resultArray(['data' => ['fileCount' => $fileCount]]);
|
|
|
}
|
|
|
}
|
