You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
wkcrm/application/crm/controller/Customer.php

1216 lines
49 KiB

This file contains ambiguous Unicode characters!

This file contains ambiguous Unicode characters that may be confused with others in your current locale. If your use case is intentional and legitimate, you can safely ignore this warning. Use the Escape button to highlight these characters.

<?php
// +----------------------------------------------------------------------
// | Description: 客户
// +----------------------------------------------------------------------
// | Author: Michael_xu | gengxiaoxu@5kcrm.com
// +----------------------------------------------------------------------
namespace app\crm\controller;
use app\admin\controller\ApiCommon;
use app\crm\logic\CustomerLogic;
use app\crm\traits\SearchConditionTrait;
use app\crm\traits\StarTrait;
use think\Hook;
use think\Request;
use think\Db;
class Customer extends ApiCommon
{
use StarTrait, SearchConditionTrait;
/**
* 用于判断权限
* @permission 无限制
* @allow 登录用户可访问
* @other 其他根据系统设置
**/
public function _initialize()
{
$action = [
'permission' => ['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['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');
$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[] = '名称为' . $data['name'] . '的客户删除失败,错误原因:无权操作';
}
// 公海 (原逻辑,公海仅允许管理员删除,修改为授权,不再限制)
// if ($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[] = '名称为' . $data['name'] . '的客户删除失败,错误原因:客户下存在商机,不能删除';
}
}
if ($isDel) {
$resContacts = db('crm_contacts')->where(['customer_id' => $v])->find();
if ($resContacts) {
$isDel = false;
$errorMessage[] = '名称为' . $data['name'] . '的客户删除失败,错误原因:客户下存在联系人,不能删除';
}
}
if ($isDel) {
$resContract = db('crm_contract')->where(['customer_id' => $v])->find();
if ($resContract) {
$isDel = false;
$errorMessage[] = '名称为' . $data['name'] . '的客户删除失败,错误原因:客户下存在合同,不能删除';
}
}
if ($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'];
# 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)$key]);
continue;
}
if (isset($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']);
// 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 = '')
{
$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);
$excelModel->excelImportDownload($field_list, 'crm_customer', $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_unique' => 1,
// 'is_null' => 1,
// 'input_tips' =>'',
// 'setting' => Array(),
// 'is_hidden'=>0,
// 'writeStatus' => 1,
// 'value' => '']
// ];
// $first_array = array_splice($field_list, 2,0, $field);
// $array = array_merge($first_array, $field, $field_list);
// $excelModel->excelImportDownload($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()
{
$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()]);
}
}
}
/**
* 客户公海导出
* @param
* @return
* @author Michael_xu
*/
public function poolExcelExport()
{
$param = $this->param;
$userInfo = $this->userInfo;
$param['user_id'] = $userInfo['id'];
if ($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']);
$field_list = array_filter($field_list, function ($val) {
return $val['field'] != 'owner_user_id';
});
// 文件名
$file_name = '5kcrm_customer_pool_' . date('Ymd');
$param['action'] = 'pool';
$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) {
$param['page'] = $page;
$param['limit'] = $limit;
$data = $model->getDataList($param);
$data['list'] = $model->exportHandle($data['list'], $field_list,'crm_customer');
return $data;
});
}
/**
* 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
*
* @author fanqi
* @since 2021-03-29
* @return \think\response\Json
*/
public function level()
{
$data = db('admin_field')->where(['types' => 'crm_customer', 'field' => 'level'])->value('setting');
$data = explode(chr(10), $data);
return resultArray(['data' => $data]);
}
}