cust_customer.go 46 KB

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  1. package cust
  2. import (
  3. "bytes"
  4. "context"
  5. "dashoo.cn/micro/app/model/base"
  6. "dashoo.cn/micro/app/model/contract"
  7. server "dashoo.cn/micro/app/service/base"
  8. "dashoo.cn/micro/app/service/partner"
  9. "dashoo.cn/opms_libary/myerrors"
  10. "dashoo.cn/opms_libary/plugin/dingtalk/message"
  11. "dashoo.cn/opms_libary/request"
  12. "encoding/base64"
  13. "encoding/json"
  14. "fmt"
  15. "github.com/360EntSecGroup-Skylar/excelize"
  16. "github.com/gogf/gf/container/garray"
  17. "github.com/gogf/gf/database/gdb"
  18. "github.com/gogf/gf/encoding/gjson"
  19. "github.com/gogf/gf/frame/g"
  20. "github.com/gogf/gf/os/gtime"
  21. "github.com/gogf/gf/text/gstr"
  22. "github.com/gogf/gf/util/gconv"
  23. "github.com/gogf/gf/util/gvalid"
  24. "github.com/mozillazg/go-pinyin"
  25. excelizev2 "github.com/xuri/excelize/v2"
  26. "math"
  27. "strconv"
  28. "strings"
  29. "time"
  30. "dashoo.cn/micro/app/dao/cust"
  31. platdao "dashoo.cn/micro/app/dao/plat"
  32. model "dashoo.cn/micro/app/model/cust"
  33. workflowModel "dashoo.cn/micro/app/model/workflow"
  34. "dashoo.cn/micro/app/service"
  35. )
  36. type CustomerService struct {
  37. *service.ContextService
  38. Dao *cust.CustCustomerDao
  39. BelongDao *cust.CustCustomerBelongDao
  40. DynamicsDao *cust.CustCustomerDynamicsDao
  41. ContactDao *cust.CustCustomerContactDao
  42. FollowDao *platdao.PlatFollowupDao
  43. BelongServer *CustomerbelongService
  44. ContanctServer *CustomercontactService
  45. }
  46. var isPublic, noPublic = "10", "20" // 公海,非公海
  47. var AllocaTion, OperaTion, Receive, Merge = "10", "20", "30", "40" // 10分配20转移30领取40合并
  48. type OpnType struct {
  49. OperaTion string
  50. }
  51. func NewCustomerService(ctx context.Context) (svc *CustomerService, err error) {
  52. svc = new(CustomerService)
  53. if svc.ContextService, err = svc.Init(ctx); err != nil {
  54. return nil, err
  55. }
  56. svc.Dao = cust.NewCustCustomerDao(svc.Tenant)
  57. svc.BelongDao = cust.NewCustCustomerBelongDao(svc.Tenant)
  58. svc.DynamicsDao = cust.NewCustCustomerDynamicsDao(svc.Tenant)
  59. svc.ContactDao = cust.NewCustCustomerContactDao(svc.Tenant)
  60. svc.FollowDao = platdao.NewPlatFollowupDao(svc.Tenant)
  61. svc.BelongServer, _ = NewCustomerBelongService(ctx)
  62. svc.ContanctServer, _ = NewCustomerContactService(ctx)
  63. return svc, nil
  64. }
  65. // GetList 客户列表列表
  66. func (s *CustomerService) GetList(req *model.CustCustomerSearchReq) (total int, customerList []*model.CustList, err error) {
  67. Model := s.Dao.FieldsEx(s.Dao.C.DeletedTime)
  68. if req.IsPublic {
  69. Model = Model.Where(s.Dao.C.IsPublic, isPublic)
  70. } else {
  71. Model = Model.Where(s.Dao.C.IsPublic, noPublic)
  72. if req.TargetType == "self" {
  73. Model = Model.Where(s.Dao.C.SalesId, s.CxtUser.Id)
  74. } else if req.TargetType == "other" {
  75. Model = Model.Where(s.Dao.C.SalesId, s.DataScope["userIds"]).WhereNot(s.Dao.C.SalesId, s.CxtUser.Id)
  76. } else {
  77. Model = Model.DataScope(s.Ctx, "sales_id").Where(s.Dao.C.IsPublic, noPublic)
  78. }
  79. }
  80. //客户名称
  81. if req.CustName != "" {
  82. Model = Model.Where(s.Dao.C.CustName+" like ?", "%"+req.CustName+"%")
  83. }
  84. //客户编码
  85. if req.CustCode != "" {
  86. Model = Model.Where(s.Dao.C.CustCode+" like ?", "%"+req.CustCode+"%")
  87. }
  88. //客户行业
  89. if req.CustIndustry != "" {
  90. Model = Model.Where(s.Dao.C.CustIndustry, req.CustIndustry)
  91. }
  92. //客户级别
  93. if req.CustLevel != "" {
  94. Model = Model.Where(s.Dao.C.CustLevel, req.CustLevel)
  95. }
  96. //
  97. //if req.FollowUpDate != "" {
  98. // Model = Model.Where(s.Dao.C.FollowUpDate+" like ? ", req.FollowUpDate+"%")
  99. //}
  100. //省份
  101. if req.CustProvince != "" {
  102. Model = Model.Where(s.Dao.C.CustProvince, req.CustProvince)
  103. }
  104. //市
  105. if req.CustCity != "" {
  106. Model = Model.Where(s.Dao.C.CustCity, req.CustCity)
  107. }
  108. //所属销售
  109. if req.SalesName != "" {
  110. Model = Model.Where(s.Dao.C.SalesName+" like ?", "%"+req.SalesName+"%")
  111. }
  112. // 获取日期区间范围内的记录
  113. if req.BeginTime != "" && req.EndTime != "" {
  114. begin := strings.Split(req.BeginTime, " ")[0] + " 00:00:00"
  115. end := strings.Split(req.EndTime, " ")[0] + " 23:59:59"
  116. Model = Model.WhereBetween(s.Dao.C.FollowUpDate, begin, end)
  117. }
  118. if req.IsRemovePage {
  119. Model = Model
  120. } else {
  121. Model = Model.Page(req.GetPage())
  122. }
  123. total, err = Model.Count()
  124. if err != nil {
  125. g.Log().Error(err)
  126. err = myerrors.DbError("获取总行数失败。")
  127. return
  128. }
  129. err = Model.Order("id desc").Scan(&customerList)
  130. if err != nil {
  131. g.Log().Error(err)
  132. return
  133. }
  134. return
  135. }
  136. func (s *CustomerService) customerCode(province, industry string) (string, error) {
  137. sequence, err := service.Sequence(s.Dao.DB, "customer_code")
  138. if err != nil {
  139. return "", err
  140. }
  141. return s.customerProvinceCode(province) + industry + sequence, nil
  142. }
  143. func (s *CustomerService) customerProvinceCode(province string) string {
  144. if province == "重庆市" {
  145. return "CQ"
  146. }
  147. province = strings.Trim(province, "市")
  148. province = strings.Trim(province, "省")
  149. province = strings.Trim(province, "特别行政区")
  150. province = strings.Trim(province, "自治区")
  151. province = strings.Trim(province, "壮族")
  152. province = strings.Trim(province, "回族")
  153. province = strings.Trim(province, "维吾尔")
  154. pinyinArg := pinyin.NewArgs()
  155. pinyinArg.Style = pinyin.FIRST_LETTER
  156. provincePinyin := pinyin.Pinyin(province, pinyinArg)
  157. provinceFirstletter := []string{}
  158. for _, i := range provincePinyin {
  159. provinceFirstletter = append(provinceFirstletter, i[0])
  160. }
  161. provinceCode := strings.Join(provinceFirstletter, "")
  162. provinceCode = strings.ToUpper(provinceCode)
  163. fmt.Println(provincePinyin, provinceFirstletter, provinceCode)
  164. return provinceCode
  165. }
  166. // Create 创建客户
  167. func (s *CustomerService) Create(req *model.CustomerAddSeq) (insertId int64, err error) {
  168. cusTomer := new(model.CustCustomer)
  169. count, err := s.Dao.Where(s.Dao.C.CustName, req.CustName).Count()
  170. if err != nil {
  171. g.Log().Error(err)
  172. return
  173. }
  174. if count > 0 {
  175. return 0, myerrors.TipsError("该客户信息已存在,不可重复添加")
  176. }
  177. if err = gconv.Struct(req, cusTomer); err != nil {
  178. return
  179. }
  180. service.SetCreatedInfo(cusTomer, s.GetCxtUserId(), s.CxtUser.NickName)
  181. custCode, err := s.customerCode(req.CustProvince, req.CustIndustry)
  182. if err != nil {
  183. return 0, err
  184. }
  185. cusTomer.CustCode = custCode
  186. cusTomer.CustStatus = "10"
  187. roles := s.GetCxtUserRoles()
  188. isSales := false
  189. for _, v := range roles {
  190. if v == "SalesEngineer" || v == "ProductLineManager" { // 销售角色
  191. isSales = true
  192. break
  193. }
  194. }
  195. if _, ok := s.DataScope["is_big"]; ok {
  196. isSales = true
  197. }
  198. // 销售角色
  199. if isSales {
  200. cusTomer.IsPublic = noPublic
  201. cusTomer.SalesId = s.GetCxtUserId()
  202. cusTomer.SalesName = s.CxtUser.NickName
  203. cusTomer.CustStatus = "30"
  204. insertId, err = s.Dao.InsertAndGetId(cusTomer)
  205. if err != nil {
  206. g.Log().Error(err)
  207. return 0, err
  208. }
  209. err = s.CreateBelong(gconv.Int(insertId))
  210. return insertId, err
  211. } else {
  212. cusTomer.IsPublic = isPublic
  213. insertId, err = s.Dao.InsertAndGetId(cusTomer)
  214. if err != nil {
  215. g.Log().Error(err)
  216. return 0, err
  217. }
  218. }
  219. return insertId, err
  220. }
  221. // CreateBelong 创建客户归属信息
  222. func (s *CustomerService) CreateBelong(custId int) (err error) {
  223. belong := new(model.CustomerBelongAddSeq)
  224. belong.CustId = custId
  225. belong.SaleName = s.CxtUser.NickName
  226. belong.OpnType = AllocaTion
  227. belong.OpnPeople = s.CxtUser.NickName
  228. err = s.BelongServer.Create(belong)
  229. if err != nil {
  230. g.Log().Error(err)
  231. return
  232. }
  233. return
  234. }
  235. // 删除客户
  236. func (s *CustomerService) DeleteByIds(Ids []int64) (err error) {
  237. customerCount, err := s.Dao.Where(" id in (?)", Ids).Count()
  238. if err != nil {
  239. g.Log().Error(err)
  240. return
  241. }
  242. if customerCount == 0 {
  243. err = myerrors.TipsError("客户信息不存在")
  244. return
  245. }
  246. //删除客户表
  247. s.Dao.Transaction(context.TODO(), func(ctx context.Context, tx *gdb.TX) error {
  248. //客户表
  249. _, err = s.Dao.TX(tx).Where("id in (?)", Ids).Delete()
  250. if err != nil {
  251. g.Log().Error(err)
  252. return err
  253. }
  254. //客户联系人表
  255. _, err = s.ContactDao.Where("cust_id in (?)", Ids).Delete()
  256. if err != nil {
  257. g.Log().Error(err)
  258. return err
  259. }
  260. //客户归属表
  261. _, err = s.BelongDao.Where("cust_id in (?)", Ids).Delete()
  262. if err != nil {
  263. g.Log().Error(err)
  264. return err
  265. }
  266. return nil
  267. })
  268. return
  269. }
  270. // UpdateById 修改客户
  271. func (s *CustomerService) UpdateById(req *model.UpdateCustomer) (err error) {
  272. //判断数据是否存在
  273. count, err := s.Dao.Where("id = ", req.Id).Count()
  274. if err != nil {
  275. g.Log().Error(err)
  276. return
  277. }
  278. if count == 0 {
  279. return
  280. }
  281. //新的客户名字是否存在
  282. num, err := s.Dao.Where(s.Dao.C.CustName, req.CustName).WhereNot(s.Dao.C.Id, req.Id).Count()
  283. if err != nil {
  284. g.Log().Error(err)
  285. return err
  286. }
  287. if num > 0 {
  288. return myerrors.TipsError(fmt.Sprintf("客户名称[%s]已存在", req.CustName))
  289. }
  290. CustomertData := new(model.CustomerAddSeq)
  291. if err = gconv.Struct(req, CustomertData); err != nil {
  292. return
  293. }
  294. service.SetUpdatedInfo(CustomertData, s.GetCxtUserId(), s.CxtUser.NickName)
  295. _, err = s.Dao.FieldsEx(s.Dao.C.CreatedTime, s.Dao.C.CreatedBy, s.Dao.C.CreatedName, s.Dao.C.Id, s.Dao.C.CustCode, s.Dao.C.SalesName, s.Dao.C.SalesId).
  296. WherePri(s.Dao.C.Id, req.Id).Update(CustomertData)
  297. if err != nil {
  298. g.Log().Error(err)
  299. return
  300. }
  301. return
  302. }
  303. var AssignCustomerRequestProcessCode = "PROC-FE42B2D1-6097-4DE8-8AC5-23541B7D5C8A" // BizCode: 11
  304. var MoveToPubicRequestProcessCode = "PROC-C030BD3D-74A3-4FE5-9EBA-DF3BA9F8AEF9" // BizCode: 12
  305. var TransCustomerRequestProcessCode = "PROC-03BE93D3-9A44-43A1-BA6D-D1BB75702542" // BizCode: 13
  306. // AssignCustomerRequest 领取客户申请
  307. func (s *CustomerService) AssignCustomerRequest(ctx context.Context, req *model.AssignCustomerReq) error {
  308. if req.ApplyRemark == "" {
  309. return myerrors.TipsError("请输入申请说明")
  310. }
  311. data, err := s.Dao.Where("id in (?)", req.Ids).LockShared().All()
  312. if err != nil {
  313. return err
  314. }
  315. if len(data) == 0 {
  316. return myerrors.TipsError("领取用户不能为空")
  317. }
  318. for _, v := range data {
  319. if v.CustStatus != "10" {
  320. return myerrors.TipsError(fmt.Sprintf("客户: %s 已被领取", v.CustName))
  321. }
  322. if v.CustProvince == "" {
  323. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的所在省信息", v.CustName))
  324. }
  325. if v.CustCity == "" {
  326. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的所在市信息", v.CustName))
  327. }
  328. if v.CustIndustry == "" {
  329. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的客户类型信息", v.CustName))
  330. }
  331. }
  332. city := []string{}
  333. cityData := s.DataScope["cust_city_id"]
  334. if cityData != nil {
  335. for _, i := range cityData.([]interface{}) {
  336. city = append(city, i.(string))
  337. }
  338. }
  339. fmt.Println(city)
  340. cust := []*model.CustCustomer{}
  341. noNeedApprovalCust := []*model.CustCustomer{}
  342. noNeedApprovalCustId := []int64{}
  343. for _, v := range data {
  344. if service.StringSlicecontains(city, strconv.Itoa(v.CustCityId)) {
  345. noNeedApprovalCust = append(noNeedApprovalCust, v)
  346. noNeedApprovalCustId = append(noNeedApprovalCustId, int64(v.Id))
  347. } else {
  348. cust = append(cust, v)
  349. }
  350. }
  351. if len(noNeedApprovalCustId) != 0 {
  352. err = s.ChangeCustBelong(noNeedApprovalCustId, req.SalesId, req.SalesName)
  353. if err != nil {
  354. return err
  355. }
  356. req.Receive = AllocaTion
  357. err = s.BatchCreatebelong(data, req)
  358. if err != nil {
  359. return err
  360. }
  361. err = s.CreateDynamics("领取客户", &model.AssignCustomerReq{
  362. Ids: noNeedApprovalCustId,
  363. SalesId: req.SalesId,
  364. SalesName: req.SalesName,
  365. Remark: "",
  366. Receive: Receive,
  367. }, noNeedApprovalCustId...)
  368. if err != nil {
  369. return err
  370. }
  371. }
  372. userId := s.GetCxtUserId()
  373. userName := s.GetCxtUserName()
  374. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  375. err = s.Dao.DB.Transaction(ctx, func(ctx context.Context, tx *gdb.TX) error {
  376. for _, u := range cust {
  377. _, err = s.Dao.TX(tx).Where("id = ?", u.Id).Data(map[string]interface{}{
  378. "is_public": isPublic,
  379. "cust_status": "10",
  380. }).Update()
  381. if err != nil {
  382. return err
  383. }
  384. err = s.ChangeCustBelong([]int64{int64(u.Id)}, int64(userId), userName)
  385. if err != nil {
  386. return err
  387. }
  388. err = s.BatchCreatebelong([]*model.CustCustomer{u}, &model.AssignCustomerReq{
  389. Ids: []int64{int64(u.Id)},
  390. SalesId: int64(userId),
  391. SalesName: userName,
  392. Remark: "",
  393. Receive: Receive,
  394. })
  395. if err != nil {
  396. return err
  397. }
  398. err = s.CreateDynamics("领取客户", map[string]interface{}{
  399. "userId": userId,
  400. "custId": u.Id,
  401. }, int64(u.Id))
  402. if err != nil {
  403. return err
  404. }
  405. }
  406. return nil
  407. })
  408. if err != nil {
  409. return err
  410. }
  411. return nil
  412. }
  413. func (s *CustomerService) AssignCustomerRequestApproval(flow *workflowModel.PlatWorkflow, msg *message.MixMessage) error {
  414. remark := map[string]string{}
  415. err := json.Unmarshal([]byte(flow.Remark), &remark)
  416. if err != nil {
  417. return err
  418. }
  419. userName := remark["applyUserName"]
  420. bizCode := strings.Split(flow.BizCode, ":")
  421. if len(bizCode) != 2 {
  422. return fmt.Errorf("客户领取审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  423. }
  424. custId, err := strconv.Atoi(bizCode[0])
  425. if err != nil {
  426. return fmt.Errorf("客户领取审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  427. }
  428. userId, err := strconv.Atoi(bizCode[1])
  429. if err != nil {
  430. return fmt.Errorf("客户领取审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  431. }
  432. cust, err := s.Dao.Where("id = ?", custId).One()
  433. if err != nil {
  434. return err
  435. }
  436. if cust == nil {
  437. return fmt.Errorf("客户不存在:%s Id: %d", flow.BizCode, flow.Id)
  438. }
  439. if msg.ProcessType != "finish" && msg.ProcessType != "terminate" {
  440. return fmt.Errorf("无法识别的 ProcessType :%s", msg.ProcessType)
  441. }
  442. if msg.Result != "agree" && msg.Result != "refuse" && msg.Result != "" {
  443. return fmt.Errorf("无法识别的 Result :%s", msg.Result)
  444. }
  445. if msg.ProcessType == "terminate" {
  446. _, err = s.Dao.Where("id = ?", custId).Data(map[string]interface{}{
  447. "is_public": isPublic,
  448. "cust_status": "10",
  449. }).Update()
  450. return err
  451. }
  452. pass := msg.Result == "agree"
  453. if !pass {
  454. _, err = s.Dao.Where("id = ?", custId).Data(map[string]interface{}{
  455. "is_public": isPublic,
  456. "cust_status": "10",
  457. }).Update()
  458. return err
  459. }
  460. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  461. err = s.ChangeCustBelong([]int64{int64(custId)}, int64(userId), remark["applyUserName"])
  462. if err != nil {
  463. return err
  464. }
  465. err = s.BatchCreatebelong([]*model.CustCustomer{cust}, &model.AssignCustomerReq{
  466. Ids: []int64{int64(custId)},
  467. SalesId: int64(userId),
  468. SalesName: userName,
  469. Remark: "",
  470. Receive: Receive,
  471. })
  472. if err != nil {
  473. return err
  474. }
  475. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  476. return s.CreateDynamics("领取客户", map[string]interface{}{
  477. "userId": userId,
  478. "custId": cust.Id,
  479. }, int64(cust.Id))
  480. }
  481. // 移回公海
  482. func (s *CustomerService) MoveToPublicRequest(ctx context.Context, req *model.MoveToPubicRep) error {
  483. if req.Remark == "" {
  484. return myerrors.TipsError("请输入移回原因")
  485. }
  486. data, err := s.Dao.Where("id in (?)", req.Ids).All()
  487. if err != nil {
  488. return err
  489. }
  490. if len(data) == 0 {
  491. return myerrors.TipsError("移回用户不能为空")
  492. }
  493. for _, v := range data {
  494. if v.CustStatus == "10" {
  495. return myerrors.TipsError(fmt.Sprintf("客户: %s 已被移回公海", v.CustName))
  496. }
  497. if v.CustStatus == "20" {
  498. return myerrors.TipsError(fmt.Sprintf("客户: %s 正在等待审批", v.CustName))
  499. }
  500. if v.CustProvince == "" {
  501. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的所在省信息", v.CustName))
  502. }
  503. if v.CustCity == "" {
  504. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的所在市信息", v.CustName))
  505. }
  506. if v.CustIndustry == "" {
  507. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的客户类型信息", v.CustName))
  508. }
  509. }
  510. userId := s.GetCxtUserId()
  511. userName := s.GetCxtUserName()
  512. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  513. err = s.Dao.Transaction(context.TODO(), func(ctx context.Context, tx *gdb.TX) error {
  514. for _, u := range data {
  515. //更新客户信息
  516. _, err = s.Dao.Where("id = ?", u.Id).Data(map[string]interface{}{
  517. "cust_status": "10",
  518. "is_public": isPublic,
  519. "sales_id": 0,
  520. "dept_id": 0,
  521. "dept_name": "",
  522. "updated_time": gtime.Now(),
  523. }).Update()
  524. if err != nil {
  525. return err
  526. }
  527. //更新销售归属表结束时间
  528. _, err = s.BelongDao.TX(tx).Data(g.Map{
  529. "end_date": gtime.Now(),
  530. }).Where("cust_id = ?", u.Id).Update()
  531. if err != nil {
  532. return err
  533. }
  534. err = s.CreateDynamics("移入公海", map[string]interface{}{
  535. "userId": userId,
  536. "custId": u.Id,
  537. }, int64(u.Id))
  538. if err != nil {
  539. return err
  540. }
  541. }
  542. return nil
  543. })
  544. if err != nil {
  545. return err
  546. }
  547. return nil
  548. }
  549. // 移入公海回调
  550. func (s *CustomerService) MoveToPublicApproval(flow *workflowModel.PlatWorkflow, msg *message.MixMessage) error {
  551. remark := map[string]string{}
  552. err := json.Unmarshal([]byte(flow.Remark), &remark)
  553. if err != nil {
  554. return err
  555. }
  556. userName := remark["applyUserName"]
  557. bizCode := strings.Split(flow.BizCode, ":")
  558. if len(bizCode) != 2 {
  559. return fmt.Errorf("客户移回审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  560. }
  561. custId, err := strconv.Atoi(bizCode[0])
  562. if err != nil {
  563. return fmt.Errorf("客户移回审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  564. }
  565. userId, err := strconv.Atoi(bizCode[1])
  566. if err != nil {
  567. return fmt.Errorf("客户移回审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  568. }
  569. cust, err := s.Dao.Where("id = ?", custId).One()
  570. if err != nil {
  571. return err
  572. }
  573. if cust == nil {
  574. return fmt.Errorf("客户不存在:%s Id: %d", flow.BizCode, flow.Id)
  575. }
  576. if msg.ProcessType != "finish" && msg.ProcessType != "terminate" {
  577. return fmt.Errorf("无法识别的 ProcessType :%s", msg.ProcessType)
  578. }
  579. if msg.Result != "agree" && msg.Result != "refuse" && msg.Result != "" {
  580. return fmt.Errorf("无法识别的 Result :%s", msg.Result)
  581. }
  582. if msg.ProcessType == "terminate" {
  583. _, err = s.Dao.Where("id = ?", custId).Data(map[string]interface{}{
  584. "cust_status": "30",
  585. }).Update()
  586. return err
  587. }
  588. pass := msg.Result == "agree"
  589. if !pass {
  590. _, err = s.Dao.Where("id = ?", custId).Data(map[string]interface{}{
  591. "cust_status": "30",
  592. }).Update()
  593. return err
  594. }
  595. now := gtime.Now()
  596. err = s.Dao.Transaction(context.TODO(), func(ctx context.Context, tx *gdb.TX) error {
  597. //更新客户信息
  598. _, err = s.Dao.TX(tx).Data(g.Map{
  599. "cust_status": "10",
  600. "is_public": isPublic,
  601. "sales_id": 0,
  602. "dept_id": 0,
  603. "dept_name": "",
  604. "updated_time": now,
  605. }).Where("id = ?", cust.Id).Update()
  606. if err != nil {
  607. return err
  608. }
  609. //更新销售归属表结束时间
  610. _, err = s.BelongDao.TX(tx).Data(g.Map{
  611. "end_date": now,
  612. }).Where("cust_id = ?", cust.Id).Update()
  613. if err != nil {
  614. return err
  615. }
  616. return nil
  617. })
  618. if err != nil {
  619. return err
  620. }
  621. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  622. return s.CreateDynamics("移入公海", map[string]interface{}{
  623. "userId": userId,
  624. "custId": cust.Id,
  625. }, int64(cust.Id))
  626. }
  627. // SysAdminTransCustomer 系统管理员转移客户(不走审批)
  628. func (s *CustomerService) SysAdminTransCustomer(ctx context.Context, req *model.AssignCustomerReq) error {
  629. // 校验用户是否有修改权限
  630. arr := garray.NewStrArrayFrom(s.CxtUser.Roles, true)
  631. if !arr.Contains("SysAdmin") {
  632. return myerrors.TipsError("权限不足")
  633. }
  634. if req.Remark == "" {
  635. return myerrors.TipsError("请输入转移原因")
  636. }
  637. customerList, err := s.Dao.WherePri(req.Ids).Where(s.Dao.C.IsPublic, "20").All()
  638. if err != nil {
  639. return err
  640. }
  641. if len(customerList) == 0 {
  642. return myerrors.TipsError("转移客户不能为空")
  643. }
  644. var customerIds []int64
  645. for _, item := range customerList {
  646. customerIds = append(customerIds, int64(item.Id))
  647. }
  648. err = s.ChangeCustBelong(customerIds, req.SalesId, req.SalesName)
  649. if err != nil {
  650. return err
  651. }
  652. err = s.BatchCreatebelong(customerList, &model.AssignCustomerReq{
  653. Ids: customerIds,
  654. SalesId: req.SalesId,
  655. SalesName: req.SalesName,
  656. Remark: req.Remark,
  657. Receive: OperaTion,
  658. })
  659. if err != nil {
  660. return err
  661. }
  662. s.CreateDynamics("转移客户", map[string]interface{}{
  663. "toUserId": req.SalesId,
  664. "toUserNickName": req.SalesName,
  665. "remark": "系统管理员转移客户",
  666. }, customerIds...)
  667. return nil
  668. }
  669. // 转移客户
  670. func (s *CustomerService) TransCustomerRequest(ctx context.Context, req *model.AssignCustomerReq) error {
  671. if req.Remark == "" {
  672. return myerrors.TipsError("请输入转移原因")
  673. }
  674. data, err := s.Dao.Where("id in (?)", req.Ids).All()
  675. if err != nil {
  676. return err
  677. }
  678. if len(data) == 0 {
  679. return myerrors.TipsError("转移用户不能为空")
  680. }
  681. for _, v := range data {
  682. if v.CustStatus == "10" {
  683. return myerrors.TipsError(fmt.Sprintf("客户: %s 为公海客户", v.CustName))
  684. }
  685. if v.CustStatus == "20" {
  686. return myerrors.TipsError(fmt.Sprintf("客户: %s 正在等待审批", v.CustName))
  687. }
  688. if v.CustProvince == "" {
  689. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的所在省信息", v.CustName))
  690. }
  691. if v.CustCity == "" {
  692. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的所在市信息", v.CustName))
  693. }
  694. if v.CustIndustry == "" {
  695. return myerrors.TipsError(fmt.Sprintf("请先完善客户: %s 的客户类型信息", v.CustName))
  696. }
  697. }
  698. userId := s.GetCxtUserId()
  699. userName := s.GetCxtUserName()
  700. toUserId := req.SalesId
  701. toUserName := req.SalesName
  702. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  703. err = s.Dao.Transaction(context.TODO(), func(ctx context.Context, tx *gdb.TX) error {
  704. for _, u := range data {
  705. _, err = s.Dao.Where("id = ?", u.Id).Data(map[string]interface{}{
  706. "cust_status": "20",
  707. }).Update()
  708. if err != nil {
  709. return err
  710. }
  711. err = s.ChangeCustBelong([]int64{int64(u.Id)}, toUserId, toUserName)
  712. if err != nil {
  713. return err
  714. }
  715. err = s.BatchCreatebelong([]*model.CustCustomer{u}, &model.AssignCustomerReq{
  716. Ids: []int64{int64(u.Id)},
  717. SalesId: toUserId,
  718. SalesName: toUserName,
  719. Remark: "",
  720. Receive: OperaTion,
  721. })
  722. if err != nil {
  723. return err
  724. }
  725. err = s.CreateDynamics("转移客户", map[string]interface{}{
  726. "userId": userId,
  727. "custId": u.Id,
  728. "toUserId": toUserId,
  729. }, int64(u.Id))
  730. if err != nil {
  731. return err
  732. }
  733. }
  734. return nil
  735. })
  736. if err != nil {
  737. return err
  738. }
  739. return nil
  740. }
  741. // 转移客户回调
  742. func (s *CustomerService) TransCustomerApproval(flow *workflowModel.PlatWorkflow, msg *message.MixMessage) error {
  743. remark := map[string]string{}
  744. err := json.Unmarshal([]byte(flow.Remark), &remark)
  745. if err != nil {
  746. return err
  747. }
  748. userName := remark["applyUserName"]
  749. toUserName := remark["toUserName"]
  750. bizCode := strings.Split(flow.BizCode, ":")
  751. if len(bizCode) != 3 {
  752. return fmt.Errorf("转移客户审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  753. }
  754. custId, err := strconv.Atoi(bizCode[0])
  755. if err != nil {
  756. return fmt.Errorf("转移客户审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  757. }
  758. userId, err := strconv.Atoi(bizCode[1])
  759. if err != nil {
  760. return fmt.Errorf("转移客户审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  761. }
  762. toUserId, err := strconv.Atoi(bizCode[2])
  763. if err != nil {
  764. return fmt.Errorf("转移客户审批 bizCode 不合法:%s Id: %d", flow.BizCode, flow.Id)
  765. }
  766. // user, err := s.UserDao.Where("id = ?", userId).One()
  767. // if err != nil {
  768. // return err
  769. // }
  770. // if user == nil {
  771. // return fmt.Errorf("用户不存在:%s Id: %d", flow.BizCode, flow.Id)
  772. // }
  773. // toUser, err := s.UserDao.Where("id = ?", toUserId).One()
  774. // if err != nil {
  775. // return err
  776. // }
  777. // if toUser == nil {
  778. // return fmt.Errorf("用户不存在:%s Id: %d", flow.BizCode, flow.Id)
  779. // }
  780. cust, err := s.Dao.Where("id = ?", custId).One()
  781. if err != nil {
  782. return err
  783. }
  784. if cust == nil {
  785. return fmt.Errorf("客户不存在:%s Id: %d", flow.BizCode, flow.Id)
  786. }
  787. if msg.ProcessType != "finish" && msg.ProcessType != "terminate" {
  788. return fmt.Errorf("无法识别的 ProcessType :%s", msg.ProcessType)
  789. }
  790. if msg.Result != "agree" && msg.Result != "refuse" && msg.Result != "" {
  791. return fmt.Errorf("无法识别的 Result :%s", msg.Result)
  792. }
  793. if msg.ProcessType == "terminate" {
  794. _, err = s.Dao.Where("id = ?", custId).Data(map[string]interface{}{
  795. "cust_status": "30",
  796. }).Update()
  797. return err
  798. }
  799. pass := msg.Result == "agree"
  800. if !pass {
  801. _, err = s.Dao.Where("id = ?", custId).Data(map[string]interface{}{
  802. "cust_status": "30",
  803. }).Update()
  804. return err
  805. }
  806. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  807. err = s.ChangeCustBelong([]int64{int64(custId)}, int64(toUserId), toUserName)
  808. if err != nil {
  809. return err
  810. }
  811. err = s.BatchCreatebelong([]*model.CustCustomer{cust}, &model.AssignCustomerReq{
  812. Ids: []int64{int64(custId)},
  813. SalesId: int64(toUserId),
  814. SalesName: toUserName,
  815. Remark: "",
  816. Receive: OperaTion,
  817. })
  818. if err != nil {
  819. return err
  820. }
  821. s.CxtUser = &request.UserInfo{Id: userId, UserName: userName}
  822. return s.CreateDynamics("转移客户", map[string]interface{}{
  823. "userId": userId,
  824. "custId": cust.Id,
  825. "toUserId": toUserId,
  826. }, int64(cust.Id))
  827. }
  828. // AssignCustomer 分配客户
  829. func (s *CustomerService) AssignCustomer(ctx context.Context, req *model.AssignCustomerReq) (err error) {
  830. if req.Receive != "" {
  831. return s.AssignCustomerRequest(ctx, req)
  832. }
  833. data, err := s.Dao.Where("id in (?)", req.Ids).LockShared().All()
  834. if err != nil {
  835. g.Log().Error(err)
  836. return
  837. }
  838. if len(data) == 0 {
  839. return myerrors.TipsError("无可分配客户")
  840. }
  841. customerNames := ""
  842. for _, v := range data {
  843. if v.SalesId != 0 {
  844. return myerrors.TipsError(fmt.Sprintf("客户名称[%s]已被领取或分配", v.CustName))
  845. }
  846. if customerNames == "" {
  847. customerNames = v.CustName
  848. } else {
  849. customerNames += "、" + v.CustName
  850. }
  851. }
  852. err = s.ChangeCustBelong(req.Ids, req.SalesId, req.SalesName)
  853. if err != nil {
  854. return
  855. }
  856. req.Receive = AllocaTion
  857. err = s.BatchCreatebelong(data, req)
  858. if err != nil {
  859. return err
  860. }
  861. // 消息提醒
  862. msg := g.MapStrStr{
  863. "msgTitle": "公海客户分配提醒",
  864. "msgContent": fmt.Sprintf("客户%v已分配给您,请前往查看", customerNames),
  865. "msgType": "20",
  866. "recvUserIds": gconv.String(req.SalesId),
  867. "msgStatus": "10",
  868. "sendType": "30",
  869. }
  870. if err := service.CreateSystemMessage(msg); err != nil {
  871. g.Log().Error("公海客户分配提醒异常:", err)
  872. }
  873. return s.CreateDynamics("分配客户", req, req.Ids...)
  874. }
  875. // GetEntityById 客户详情
  876. func (s *CustomerService) GetEntityById(Ids []int64) (entityInfo []*model.CustList, err error) {
  877. Model := s.Dao //
  878. err = Model.Where(" id in (?)", Ids).Scan(&entityInfo)
  879. if err != nil {
  880. g.Log().Error(err)
  881. return
  882. }
  883. return
  884. }
  885. // GetCustNameIsExist 判断客户名称是否存在
  886. func (s *CustomerService) GetCustNameIsExist(req *model.IsExistsCustName) (exist bool, err error) {
  887. custDao := s.Dao.M
  888. if req.Id > 0 {
  889. custDao = custDao.Where("cust_name = ", req.CustName).WhereNot(" id ", req.Id)
  890. } else {
  891. custDao = custDao.Where("cust_name = ", req.CustName)
  892. }
  893. count, err := custDao.Count()
  894. if err != nil {
  895. g.Log().Error(err)
  896. return
  897. }
  898. exist = false
  899. if count > 0 {
  900. exist = true
  901. }
  902. return
  903. }
  904. // CustAbstract 客户摘要
  905. func (s *CustomerService) CustAbstract(Id int64) (followInfo *model.Follow, err error) {
  906. count, err := s.FollowDao.Where(s.FollowDao.C.CustId, Id).Count()
  907. if err != nil {
  908. g.Log().Error(err)
  909. return
  910. }
  911. followInfo = new(model.Follow)
  912. followInfo.FollowCount = count
  913. followTime, err := s.Dao.Fields(s.Dao.C.FollowUpDate, s.Dao.C.CreatedTime).FindOne(Id)
  914. if err != nil {
  915. g.Log().Error(err)
  916. return
  917. }
  918. if followTime == nil {
  919. err = myerrors.TipsError("获取客户信息不存在")
  920. return
  921. }
  922. now := gtime.Now()
  923. var difference time.Duration
  924. if followTime.FollowUpDate.IsZero() {
  925. difference = now.Sub(gtime.New(followTime.CreatedTime))
  926. } else {
  927. difference = now.Sub(gtime.New(followTime.FollowUpDate))
  928. }
  929. days := difference.Hours() / 24
  930. if days < 0 {
  931. followInfo.NotFollowDay = 0
  932. } else {
  933. followInfo.NotFollowDay = int(math.Floor(days))
  934. }
  935. return
  936. }
  937. // // TransCustomer 转移客户
  938. // func (s *CustomerService) TransCustomer(req *model.AssignCustomerReq) (err error) {
  939. // data, err := s.Dao.Fields("sales_id,sales_name,id").Where("id in (?)", req.Ids).All()
  940. // if err != nil {
  941. // g.Log().Error(err)
  942. // return err
  943. // }
  944. // if len(data) == 0 {
  945. // return myerrors.TipsError("数据不存在")
  946. // }
  947. // err = s.ChangeCustBelong(req.Ids, req.SalesId, req.SalesName)
  948. // if err != nil {
  949. // g.Log().Error(err)
  950. // return
  951. // }
  952. // req.Receive = OperaTion
  953. // s.BatchCreatebelong(data, req)
  954. // return
  955. // }
  956. // ChangeCustBelong 变更客户所属关系
  957. func (s *CustomerService) ChangeCustBelong(Ids []int64, salesId int64, salesName string) (err error) {
  958. _, err = s.Dao.Data(g.Map{
  959. "cust_status": "30",
  960. "sales_id": salesId,
  961. "is_public": noPublic,
  962. "sales_name": salesName,
  963. "updated_by": s.GetCxtUserId(),
  964. "updated_name": s.GetCxtUserName(),
  965. "updated_time": gtime.Now(),
  966. }).Where("id in (?)", Ids).Update()
  967. return err
  968. }
  969. // CreateDynamics 创建客户动态信息
  970. func (s *CustomerService) CreateDynamics(opnTpye string, content interface{}, ids ...int64) (err error) {
  971. datas := make([]*model.CustCustomerDynamics, 0)
  972. for _, id := range ids {
  973. dynameics := new(model.CustCustomerDynamics)
  974. dynameics.CustId = int(id)
  975. dynameics.OpnPeopleId = s.GetCxtUserId()
  976. dynameics.OpnPeople = s.GetCxtUserName()
  977. dynameics.OpnDate = gtime.Now()
  978. dynameics.OpnType = opnTpye
  979. v, _ := gjson.Encode(content)
  980. dynameics.OpnContent = gconv.String(v)
  981. service.SetCreatedInfo(dynameics, s.GetCxtUserId(), s.GetCxtUserName())
  982. datas = append(datas, dynameics)
  983. }
  984. _, err = s.DynamicsDao.Insert(datas)
  985. if err != nil {
  986. g.Log().Error(err)
  987. return
  988. }
  989. return
  990. }
  991. // GetDynamicsList 客户动态
  992. func (s *CustomerService) GetDynamicsList(req *model.CustomerDynameicsReq) (total int, result []interface{}, err error) {
  993. total, err = s.DynamicsDao.Where("cust_id = ", req.CustId).Count()
  994. if err != nil {
  995. g.Log().Error(err)
  996. return
  997. }
  998. dynamics := []*model.CustomerDynameicsRep{}
  999. err = s.DynamicsDao.Where("cust_id = ", req.CustId).Order("created_time desc").Scan(&dynamics)
  1000. if err != nil {
  1001. g.Log().Error(err)
  1002. return
  1003. }
  1004. dynamicsList := make(map[string][]*model.CustomerDynameicsRep)
  1005. for _, v := range dynamics {
  1006. opnDate := gtime.New(v.OpnDate).Format("Y-m-d")
  1007. dynamicsList[opnDate] = append(dynamicsList[opnDate], &model.CustomerDynameicsRep{
  1008. OpnPeople: v.OpnPeople,
  1009. OpnDate: v.OpnDate,
  1010. OpnType: v.OpnType,
  1011. OpnContent: v.OpnContent,
  1012. })
  1013. }
  1014. result = append(result, dynamicsList)
  1015. return
  1016. }
  1017. // MergeCustomer 合并客户
  1018. func (s *CustomerService) MergeCustomer(req *model.MergeCustomerRep) (err error) {
  1019. //当前目标客户是否存在并取出合并前的销售
  1020. customer, err := s.Dao.Where("id = ", req.Id).One()
  1021. if err != nil {
  1022. g.Log().Error(err)
  1023. return
  1024. }
  1025. if customer == nil {
  1026. return myerrors.TipsError("该客户不存在")
  1027. }
  1028. _, err = s.ContactDao.Where(" cust_id in (?)", req.ChooseId).Delete()
  1029. if err != nil {
  1030. g.Log().Error(err)
  1031. return
  1032. }
  1033. CustomertData := new(model.CustomerAddSeq)
  1034. if err = gconv.Struct(req, CustomertData); err != nil {
  1035. g.Log().Error(err)
  1036. return
  1037. }
  1038. service.SetUpdatedInfo(CustomertData, s.GetCxtUserId(), s.GetCxtUserName())
  1039. _, err = s.Dao.FieldsEx(s.Dao.C.CreatedTime, s.Dao.C.CreatedBy,
  1040. s.Dao.C.CreatedName, s.Dao.C.Id,
  1041. s.Dao.C.CustCode).WherePri(s.Dao.C.Id, req.Id).Update(CustomertData)
  1042. if err != nil {
  1043. g.Log().Error(err)
  1044. return
  1045. }
  1046. //删除被合并的客户信息
  1047. _, err = s.Dao.Where(" id in (?)", req.ChooseId).Delete()
  1048. if err != nil {
  1049. g.Log().Error(err)
  1050. return
  1051. }
  1052. //删除 所选客户销售联系人
  1053. _, err = s.BelongDao.Where(" cust_id in (?)", req.ChooseId).Delete()
  1054. if err != nil {
  1055. g.Log().Error(err)
  1056. return
  1057. }
  1058. //插入一条合并成功的归属记录
  1059. //更新销售归属表销售结束时间
  1060. _, err = s.BelongDao.Data(
  1061. g.Map{
  1062. "updated_by": s.GetCxtUserId(),
  1063. "updated_name": s.GetCxtUserName(),
  1064. "end_date": gtime.Now(),
  1065. }).WhereIn(s.BelongDao.C.CustId, req.Id).Update()
  1066. if err != nil {
  1067. g.Log().Error(err)
  1068. return
  1069. }
  1070. req.CustomerBelongAddSeq.CustId = int(req.Id)
  1071. req.CustomerBelongAddSeq.OpnType = Merge
  1072. req.CustomerBelongAddSeq.OpnPeople = s.GetCxtUserName()
  1073. req.CustomerBelongAddSeq.OrigSaleName = customer.SalesName
  1074. req.CustomerBelongAddSeq.SaleName = req.SalesName
  1075. s.BelongServer.Create(req.CustomerBelongAddSeq)
  1076. return
  1077. }
  1078. // CreateContact 联系人(合并)预留
  1079. func (s *CustomerService) CreateContact(Ids []int64, req *model.CustCustomerContactSeq) (err error) {
  1080. _, err = s.ContactDao.Where(" cust_id in (?)", Ids).Delete()
  1081. if err != nil {
  1082. g.Log().Error(err)
  1083. return
  1084. }
  1085. s.ContanctServer.Create(req)
  1086. return
  1087. }
  1088. // BatchCreatebelong 批量插入客户归属记录表
  1089. func (s *CustomerService) BatchCreatebelong(rep []*model.CustCustomer, req *model.AssignCustomerReq, n ...interface{}) (err error) {
  1090. //更新销售归属表销售结束时间
  1091. _, err = s.BelongDao.Data(
  1092. g.Map{
  1093. "updated_by": s.GetCxtUserId(),
  1094. "updated_name": s.GetCxtUserName(),
  1095. "end_date": gtime.Now(),
  1096. }).WhereIn(s.BelongDao.C.CustId, req.Ids).Update()
  1097. if err != nil {
  1098. return err
  1099. }
  1100. var belongData []*model.CustCustomerBelong
  1101. userName := s.GetCxtUserName()
  1102. for _, v := range rep {
  1103. orig_sale_name := v.SalesName
  1104. belong := new(model.CustCustomerBelong)
  1105. belong.CustId = v.Id
  1106. belong.SaleName = req.SalesName
  1107. belong.OrigSaleName = orig_sale_name
  1108. belong.OpnType = req.Receive
  1109. belong.OpnPeople = userName
  1110. belong.CreatedName = userName
  1111. belong.StartDate = gtime.Now() //新增开始时间
  1112. belong.OpnDatetime = gtime.Now()
  1113. belong.Remark = req.Remark
  1114. belong.CreatedBy = s.GetCxtUserId()
  1115. belongData = append(belongData, belong)
  1116. }
  1117. _, err = s.BelongDao.Insert(belongData)
  1118. return err
  1119. }
  1120. // 导出数据
  1121. func (s *CustomerService) Export(ctx context.Context, req *model.CustCustomerExport) (content *model.CustExport, err error) {
  1122. var con model.CustExport
  1123. req.IsRemovePage = true // 去掉分页标识
  1124. total, data, err := s.GetList(&req.CustCustomerSearchReq)
  1125. if err != nil {
  1126. return
  1127. }
  1128. cusType, err := service.GetDictDataByType(ctx, "cust_idy")
  1129. if err != nil {
  1130. return nil, err
  1131. }
  1132. f := excelize.NewFile()
  1133. index := f.NewSheet("Sheet1")
  1134. for index, item := range req.Columns {
  1135. sheetPosition := service.Div(index+1) + "1"
  1136. f.SetCellValue("Sheet1", sheetPosition, item)
  1137. }
  1138. if total > 0 {
  1139. for ck, item := range data {
  1140. for index, v := range req.Columns {
  1141. if v == "客户编码" {
  1142. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CustCode)
  1143. }
  1144. if v == "客户名称" {
  1145. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CustName)
  1146. }
  1147. if v == "助记名" {
  1148. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.AbbrName)
  1149. }
  1150. if v == "助记名" {
  1151. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.AbbrName)
  1152. }
  1153. if v == "所在地区" {
  1154. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CustLocation)
  1155. }
  1156. if v == "客户类型" {
  1157. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), cusType[item.CustIndustry])
  1158. }
  1159. if v == "客户级别" {
  1160. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CustLevel)
  1161. }
  1162. if v == "客户状态" {
  1163. var CustStatus string
  1164. CustStatus = "正常"
  1165. if item.CustStatus != "10" {
  1166. CustStatus = "异常"
  1167. }
  1168. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), CustStatus)
  1169. }
  1170. if v == "创建人" {
  1171. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CreatedName)
  1172. }
  1173. if v == "最后跟进时间" {
  1174. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.FollowUpDate)
  1175. }
  1176. if v == "创建时间" {
  1177. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CreatedTime)
  1178. }
  1179. if v == "所在省" {
  1180. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CustProvince)
  1181. }
  1182. if v == "所在市" {
  1183. f.SetCellValue("Sheet1", service.Div(index+1)+strconv.Itoa(ck+2), item.CustCity)
  1184. }
  1185. }
  1186. }
  1187. }
  1188. f.SetActiveSheet(index)
  1189. var buffer *bytes.Buffer
  1190. buffer, _ = f.WriteToBuffer()
  1191. con.Content = buffer.Bytes()
  1192. return &con, err
  1193. }
  1194. func reverseMap(originalMap map[string]string) map[string]string {
  1195. reversedMap := make(map[string]string)
  1196. for key, value := range originalMap {
  1197. reversedMap[value] = key
  1198. }
  1199. return reversedMap
  1200. }
  1201. var contactExcelHeader = []partner.ExcelHeader{
  1202. {Name: "*客户名称", Width: 30},
  1203. {Name: "助计名", Width: 30},
  1204. {Name: "*客户类型", Width: 30},
  1205. {Name: "*客户来源", Width: 30},
  1206. {Name: "所在省", Width: 30},
  1207. {Name: "所在市", Width: 30},
  1208. {Name: "所在区县", Width: 30},
  1209. {Name: "详细地址", Width: 30},
  1210. {Name: "招标关键字(以逗号分隔)", Width: 40},
  1211. {Name: "备注", Width: 30},
  1212. {Name: "*联系人姓名", Width: 30},
  1213. {Name: "*联系人性别", Width: 30},
  1214. {Name: "*联系人电话", Width: 30},
  1215. {Name: "联系人微信", Width: 30},
  1216. {Name: "联系人邮箱", Width: 30},
  1217. {Name: "联系人部门", Width: 30},
  1218. {Name: "*联系人职位", Width: 30},
  1219. {Name: "联系人办公地点", Width: 30},
  1220. {Name: "*关键决策人(是/否)", Width: 30},
  1221. {Name: "联系人备注", Width: 30},
  1222. }
  1223. var contactFailedExcelHeader = []partner.ExcelHeader{
  1224. {Name: "*客户名称", Width: 30},
  1225. {Name: "助计名", Width: 30},
  1226. {Name: "*客户类型", Width: 30},
  1227. {Name: "*客户来源", Width: 30},
  1228. {Name: "所在省", Width: 30},
  1229. {Name: "所在市", Width: 30},
  1230. {Name: "所在区县", Width: 30},
  1231. {Name: "详细地址", Width: 30},
  1232. {Name: "招标关键字(以逗号分隔)", Width: 40},
  1233. {Name: "备注", Width: 30},
  1234. {Name: "*联系人姓名", Width: 30},
  1235. {Name: "*联系人性别", Width: 30},
  1236. {Name: "*联系人电话", Width: 30},
  1237. {Name: "联系人微信", Width: 30},
  1238. {Name: "联系人邮箱", Width: 30},
  1239. {Name: "联系人部门", Width: 30},
  1240. {Name: "*联系人职位", Width: 30},
  1241. {Name: "联系人办公地点", Width: 30},
  1242. {Name: "*关键决策人(是/否)", Width: 30},
  1243. {Name: "联系人备注", Width: 30},
  1244. {Name: "失败原因", Width: 30},
  1245. }
  1246. func ExcelTemplate() (*excelizev2.File, error) {
  1247. tempData := [][]string{
  1248. {
  1249. "张三", "张三(备注)", "医院", "经销商", "北京市", "北京市", "朝阳区", "ffff", "20387,生物样本库", "备注",
  1250. "李四", "男", "18000000000", "weixin", "abc@163.com", "部门", "职务", "办公地点", "否", "联系人备注",
  1251. },
  1252. }
  1253. excel, err := partner.NewExcel(contactExcelHeader, tempData)
  1254. if err != nil {
  1255. return nil, err
  1256. }
  1257. return excel, nil
  1258. }
  1259. // Create 导入客户
  1260. func (s *CustomerService) Import(ctx context.Context, req *contract.ExcelImportReq) (err error, faildCount int, faildData string) {
  1261. validErr := gvalid.CheckStruct(ctx, req, nil)
  1262. if validErr != nil {
  1263. return myerrors.TipsError(validErr.Current().Error()), 0, ""
  1264. }
  1265. // 下载文件
  1266. buf, err := partner.DownFile(req.ExcelUrl)
  1267. if err != nil {
  1268. return myerrors.TipsError(fmt.Sprintf("下载 excel 异常 %s", err.Error())), 0, ""
  1269. }
  1270. // 解析excel
  1271. excelData, err := s.parseExcel(buf)
  1272. if err != nil {
  1273. return myerrors.TipsError(fmt.Sprintf("解析 excel 异常 %s", err.Error())), 0, ""
  1274. }
  1275. //客户类型
  1276. idyMap, err := service.GetDictDataByType(ctx, "cust_idy")
  1277. if err != nil {
  1278. return err, 0, ""
  1279. }
  1280. idyMap = reverseMap(idyMap)
  1281. //客户来源
  1282. sourceMap, err := service.GetDictDataByType(ctx, "cust_source")
  1283. if err != nil {
  1284. return err, 0, ""
  1285. }
  1286. sourceMap = reverseMap(sourceMap)
  1287. //关键字
  1288. keywordsMap, err := service.GetDictDataByType(ctx, "customer_bidding_keywords")
  1289. if err != nil {
  1290. return err, 0, ""
  1291. }
  1292. keywordsMap = reverseMap(keywordsMap)
  1293. svc, err := server.NewDistrictService(ctx)
  1294. treeList, err := svc.GetProvincesList(0)
  1295. contactService, err := NewCustomerContactService(ctx)
  1296. if err != nil {
  1297. return err, 0, ""
  1298. }
  1299. CustomerService, err := NewCustomerService(ctx)
  1300. if err != nil {
  1301. return err, 0, ""
  1302. }
  1303. yesOrNoMap := map[string]string{
  1304. "是": "10",
  1305. "否": "20",
  1306. }
  1307. genderMap := map[string]string{
  1308. "男": "10",
  1309. "女": "20",
  1310. }
  1311. failedList := make([]*model.CustomerAddImport, 0)
  1312. e := s.Dao.Transaction(ctx, func(ctx context.Context, tx *gdb.TX) error {
  1313. for _, data := range excelData {
  1314. var province *base.ProvincesTree
  1315. var city *base.ProvincesTree
  1316. var region *base.ProvincesTree
  1317. keywords := []string{}
  1318. data.Keyword = gstr.Trim(data.Keyword)
  1319. if data.Keyword != "" && data.Keyword != "无" && data.Keyword != "-" {
  1320. keywords = strings.Split(data.Keyword, ",")
  1321. for _, keyword := range keywords {
  1322. if _, ok := keywordsMap[keyword]; !ok {
  1323. data.FailedReason = fmt.Sprintf("关键字 %s 不存在", keyword)
  1324. //return myerrors.TipsError(fmt.Sprintf("关键字 %s 不存在", keyword))
  1325. }
  1326. }
  1327. if data.FailedReason != "" {
  1328. failedList = append(failedList, data)
  1329. continue
  1330. }
  1331. }
  1332. if data.CustProvince == "" {
  1333. data.FailedReason = "客户省份不能为空"
  1334. failedList = append(failedList, data)
  1335. continue
  1336. //return myerrors.TipsError("客户省份不能为空")
  1337. }
  1338. for _, tree := range treeList {
  1339. if tree.DistName == data.CustProvince {
  1340. province = tree
  1341. if data.CustCity != "" && province.Children != nil {
  1342. for _, cityData := range province.Children {
  1343. if cityData.DistName == data.CustCity {
  1344. city = cityData
  1345. if data.CustRegion != "" && city.Children != nil {
  1346. for _, RegionData := range cityData.Children {
  1347. if RegionData.DistName == data.CustRegion {
  1348. region = RegionData
  1349. }
  1350. }
  1351. }
  1352. }
  1353. }
  1354. }
  1355. }
  1356. }
  1357. if (province == nil) || (city == nil && data.CustCity != "") || (region == nil && data.CustRegion != "") {
  1358. data.FailedReason = "省市区填写错误,请检查后重试"
  1359. failedList = append(failedList, data)
  1360. continue
  1361. //return myerrors.TipsError("客户省份不能为空")
  1362. //return myerrors.TipsError("省市区填写错误,请检查后重试")
  1363. }
  1364. if idyMap[data.CustIndustry] == "" {
  1365. data.FailedReason = "客户类型填写错误,请检查后重试"
  1366. failedList = append(failedList, data)
  1367. continue
  1368. }
  1369. if sourceMap[data.CustSource] == "" {
  1370. data.FailedReason = "客户来源填写错误,请检查后重试"
  1371. failedList = append(failedList, data)
  1372. continue
  1373. }
  1374. insertCustomer := &model.CustomerAddSeq{
  1375. CustName: data.CustName,
  1376. AbbrName: data.AbbrName,
  1377. CustAddress: data.CustAddress,
  1378. CustProvinceId: province.Id,
  1379. CustProvince: data.CustProvince,
  1380. CustCityId: city.Id,
  1381. CustCity: data.CustCity,
  1382. CustRegionId: region.Id,
  1383. CustRegion: data.CustRegion,
  1384. CustIndustry: idyMap[data.CustIndustry],
  1385. CustSource: sourceMap[data.CustSource],
  1386. CustDistCode: province.Id,
  1387. Remark: data.Remark,
  1388. Keyword: keywords,
  1389. }
  1390. id, err := s.Create(insertCustomer)
  1391. if err != nil {
  1392. if err.Error() == "该客户信息已存在,不可重复添加" {
  1393. g.Log(fmt.Sprintf("[%s]%s", data.CustName, "该客户信息已存在,不可重复添加"))
  1394. g.Log().Error(err)
  1395. data.FailedReason = fmt.Sprintf("[%s]%s", data.CustName, "该客户信息已存在,不可重复添加")
  1396. failedList = append(failedList, data)
  1397. continue
  1398. }
  1399. g.Log().Error(err)
  1400. //return myerrors.TipsError(fmt.Sprintf("[%s]%s", data.CustName, "数据有误,请联系管理员"))
  1401. }
  1402. s.CreateDynamics("创建客户", req, id)
  1403. data.CuctName = gstr.Trim(data.CuctName)
  1404. if data.CuctName != "无" && data.CuctName != "" {
  1405. seq := model.CustCustomerContactSeq{
  1406. CustId: int(id),
  1407. CuctName: data.CuctName,
  1408. CuctGender: genderMap[data.CuctGender],
  1409. Telephone: data.Telephone,
  1410. Wechat: data.Wechat,
  1411. Email: data.Email,
  1412. Dept: data.Dept,
  1413. Postion: data.Postion,
  1414. OfficeLocation: data.OfficeLocation,
  1415. IsDecision: yesOrNoMap[data.IsDecision],
  1416. Remark: data.ContactRemark,
  1417. }
  1418. err = contactService.Create(&seq)
  1419. if err != nil {
  1420. data.FailedReason = "添加联系人 验证失败"
  1421. failedList = append(failedList, data)
  1422. continue
  1423. //return err
  1424. }
  1425. CustomerService.CreateDynamics("创建联系人", req, gconv.Int64(seq.CustId))
  1426. }
  1427. }
  1428. return nil
  1429. })
  1430. if e != nil {
  1431. return e, 0, ""
  1432. }
  1433. if len(failedList) > 0 {
  1434. f, err := ExportFailedData(failedList)
  1435. if err != nil {
  1436. return err, 0, ""
  1437. }
  1438. buf, err := f.WriteToBuffer()
  1439. if err != nil {
  1440. return err, 0, ""
  1441. }
  1442. faildData = base64.StdEncoding.EncodeToString(buf.Bytes())
  1443. }
  1444. return nil, len(failedList), faildData
  1445. }
  1446. // excel解构为数据
  1447. func (s CustomerService) parseExcel(b []byte) ([]*model.CustomerAddImport, error) {
  1448. f, err := excelize.OpenReader(bytes.NewBuffer(b))
  1449. if err != nil {
  1450. return nil, err
  1451. }
  1452. sheet := "Sheet1"
  1453. rows := f.GetRows(sheet)
  1454. if err != nil {
  1455. return nil, err
  1456. }
  1457. // 客户名称 助计名 所在地区 详细地址 所在省 所在市 所在区县 客户行业 客户级别 客户来源 备注 销售名称 开票抬头 关联客户 姓名 性别 电话 微信 邮箱 部门 职位 办公地点 是否关键决策人 招标关键字
  1458. var saleTargets []*model.CustomerAddImport
  1459. for _, row := range rows[1:] {
  1460. temp := &model.CustomerAddImport{
  1461. CustName: row[0],
  1462. AbbrName: row[1],
  1463. CustIndustry: row[2],
  1464. CustSource: row[3],
  1465. CustProvince: row[4],
  1466. CustCity: row[5],
  1467. CustRegion: row[6],
  1468. CustAddress: row[7],
  1469. Keyword: row[8],
  1470. Remark: row[9],
  1471. CuctName: row[10],
  1472. CuctGender: row[11],
  1473. Telephone: row[12],
  1474. Wechat: row[13],
  1475. Email: row[14],
  1476. Dept: row[15],
  1477. Postion: row[16],
  1478. OfficeLocation: row[17],
  1479. IsDecision: row[18],
  1480. ContactRemark: row[19],
  1481. }
  1482. saleTargets = append(saleTargets, temp)
  1483. }
  1484. return saleTargets, nil
  1485. }
  1486. func ExportFailedData(failedList []*model.CustomerAddImport) (*excelizev2.File, error) {
  1487. tempData := [][]string{}
  1488. for _, data := range failedList {
  1489. tempData = append(tempData, []string{
  1490. data.CustName, data.AbbrName, data.CustIndustry, data.CustSource, data.CustProvince, data.CustCity, data.CustRegion, data.CustAddress, data.Keyword, data.Remark,
  1491. data.CuctName, data.CuctGender, data.Telephone, data.Wechat, data.Email, data.Dept, data.Postion, data.OfficeLocation, data.IsDecision, data.ContactRemark, data.FailedReason,
  1492. })
  1493. }
  1494. excel, err := partner.NewExcel(contactFailedExcelHeader, tempData)
  1495. if err != nil {
  1496. return nil, err
  1497. }
  1498. return excel, nil
  1499. }