217 lines
9.4 KiB
Python
217 lines
9.4 KiB
Python
"""CRM 模块 Excel 导出列定义（字段与字典类型对齐 Java *Vo @ExcelDictFormat）。"""
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from __future__ import annotations
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from app.utils.excel_export import ExportColumn
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def _yes_no(value) -> str:
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if value in (True, 1, "1", "true", "True"):
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return "是"
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if value in (None, "", False, 0, "0"):
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return ""
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return "否"
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CLUE_EXPORT_COLUMNS = (
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ExportColumn("线索姓名", "clueName"),
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ExportColumn("手机号", "mobile"),
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ExportColumn("公司名称", "company"),
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ExportColumn("客户类型", "customerType", dict_type="crm_customer_type"),
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ExportColumn("线索来源", "source", dict_type="crm_clue_source"),
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ExportColumn("线索等级", "level", dict_type="crm_clue_level"),
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ExportColumn("线索状态", "status", dict_type="crm_clue_status"),
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ExportColumn("所属行业", "industry", dict_type="crm_customer_industry"),
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ExportColumn("所在园区", "parkArea", dict_type="crm_customer_park"),
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ExportColumn("负责人", "ownerUserName"),
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ExportColumn("跟进次数", "followCount"),
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ExportColumn("最后跟进时间", "lastTime"),
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ExportColumn("下次联系时间", "nextTime"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("备注", "remark"),
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)
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CUSTOMER_EXPORT_COLUMNS = (
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ExportColumn("客户编号", "customerNo"),
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ExportColumn("客户名称", "customerName"),
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ExportColumn("客户类型", "customerType", dict_type="crm_customer_type"),
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ExportColumn("级别", "level", dict_type="crm_customer_level"),
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ExportColumn("来源", "source", dict_type="crm_clue_source"),
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ExportColumn("行业", "industry", dict_type="crm_customer_industry"),
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ExportColumn("手机号", "mobile"),
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ExportColumn("电话", "phone"),
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ExportColumn("邮箱", "email"),
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ExportColumn("地址", "address"),
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ExportColumn("负责人", "ownerUserName"),
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ExportColumn("成交状态", "dealStatus", dict_type="crm_deal_status"),
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ExportColumn("跟进状态", "followStatus"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("备注", "remark"),
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)
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PRODUCT_EXPORT_COLUMNS = (
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ExportColumn("产品编号", "productNo"),
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ExportColumn("产品名称", "productName"),
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ExportColumn("分类名称", "categoryName"),
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ExportColumn("规格型号", "model"),
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ExportColumn("单位", "unit"),
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ExportColumn("标准单价", "price"),
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ExportColumn("成本价", "costPrice"),
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ExportColumn("状态", "status", dict_type="crm_product_status"),
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ExportColumn("备注", "remark"),
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)
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CONTACT_EXPORT_COLUMNS = (
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ExportColumn("联系人姓名", "contactName"),
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ExportColumn("客户名称", "customerName"),
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ExportColumn("职位", "position"),
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ExportColumn("手机号", "mobile"),
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ExportColumn("电话", "phone"),
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ExportColumn("邮箱", "email"),
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ExportColumn("是否主要联系人", "isPrimary", formatter=_yes_no),
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ExportColumn("是否决策人", "isDecision", formatter=_yes_no),
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ExportColumn("备注", "remark"),
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)
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CUSTOMER_FOLLOW_EXPORT_COLUMNS = (
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ExportColumn("客户名称", "customerName"),
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ExportColumn("跟进方式", "followType", dict_type="crm_follow_type"),
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ExportColumn("跟进内容", "content"),
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ExportColumn("跟进人", "followUserName"),
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ExportColumn("跟进时间", "followTime"),
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ExportColumn("备注", "remark"),
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)
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OPPORTUNITY_EXPORT_COLUMNS = (
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ExportColumn("商机编号", "opportunityNo"),
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ExportColumn("商机名称", "opportunityName"),
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ExportColumn("客户名称", "customerName"),
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ExportColumn("阶段", "stage", dict_type="crm_opportunity_stage"),
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ExportColumn("状态", "status", dict_type="crm_opportunity_status"),
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ExportColumn("金额", "amount"),
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ExportColumn("预计成交日期", "expectDealDate"),
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ExportColumn("负责人", "ownerUserName"),
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ExportColumn("跟进次数", "followCount"),
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ExportColumn("最后跟进时间", "lastTime"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("备注", "remark"),
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)
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SUPPLIER_INFO_EXPORT_COLUMNS = (
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ExportColumn("供方名称", "supplierName"),
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ExportColumn("供方简称", "shortName"),
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ExportColumn("供方编码", "supplierCode"),
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ExportColumn("单位地址", "supplierAddress"),
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ExportColumn("法定代表人", "legalPerson"),
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ExportColumn("代理人", "agent"),
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ExportColumn("电话/传真", "phoneFax"),
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ExportColumn("开户银行", "bankName"),
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ExportColumn("账号", "bankAccount"),
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ExportColumn("状态", "status", dict_type="sys_normal_disable"),
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ExportColumn("备注", "remark"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("更新时间", "updateTime"),
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)
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QUOTE_EXPORT_COLUMNS = (
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ExportColumn("报价单编号", "quoteNo"),
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ExportColumn("报价单标题", "quoteTitle"),
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ExportColumn("报价单类型", "quoteType"),
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ExportColumn("客户名称", "customerName"),
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ExportColumn("商机名称", "opportunityName"),
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ExportColumn("联系人", "contactName"),
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ExportColumn("版本号", "version"),
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ExportColumn("总金额", "totalAmount"),
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ExportColumn("折扣率", "discountRate"),
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ExportColumn("折扣金额", "discountAmount"),
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ExportColumn("最终金额", "finalAmount"),
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ExportColumn("有效期(天)", "validityDays"),
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ExportColumn("报价日期", "quoteDate"),
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ExportColumn("到期日期", "expireDate"),
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ExportColumn("状态", "status", dict_type="crm_quote_status"),
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ExportColumn("查看次数", "viewCount"),
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ExportColumn("负责人", "ownerUserName"),
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ExportColumn("报价主体", "supplierName"),
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ExportColumn("备注", "remark"),
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ExportColumn("创建时间", "createTime"),
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)
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CONTRACT_EXPORT_COLUMNS = (
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ExportColumn("合同编号", "contractNo"),
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ExportColumn("合同名称", "contractName"),
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ExportColumn("客户名称", "customerName"),
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ExportColumn("续签次数", "renewalCount"),
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ExportColumn("合同模版", "contractTemplate", dict_type="crm_contract_template"),
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ExportColumn("联系人", "contactName"),
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ExportColumn("合同类型", "contractType", dict_type="crm_contract_type"),
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ExportColumn("合同性质", "contractNature", dict_type="crm_contract_nature"),
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ExportColumn("合同金额", "amount"),
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ExportColumn("币种", "currency", dict_type="crm_currency"),
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ExportColumn("税率(%)", "taxRate"),
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ExportColumn("含税金额", "amountWithTax"),
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ExportColumn("签订日期", "signDate"),
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ExportColumn("实际签订日期", "actualSignDate"),
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ExportColumn("开始日期", "startDate"),
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ExportColumn("结束日期", "endDate"),
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ExportColumn("合同期限(月)", "contractPeriod"),
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ExportColumn("合同状态", "status", dict_type="crm_contract_status"),
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ExportColumn("履约状态", "performanceStatus", dict_type="crm_performance_status"),
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ExportColumn("履约完成度(%)", "performanceRate"),
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ExportColumn("客户满意度", "customerSatisfaction"),
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ExportColumn("审批状态", "approvalStatus", dict_type="crm_contract_approval_status"),
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ExportColumn("负责人", "ownerUserName"),
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ExportColumn("已回款金额", "receivedAmount"),
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ExportColumn("未回款金额", "unreceivedAmount"),
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ExportColumn("已开票金额", "invoiceAmount"),
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ExportColumn("未开票金额", "uninvoiceAmount"),
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ExportColumn("甲方", "partyA"),
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ExportColumn("乙方", "partyB"),
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ExportColumn("乙方法定代表人", "partyBLegalPerson"),
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ExportColumn("乙方代理人", "partyBAgent"),
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ExportColumn("乙方电话/传真", "partyBPhoneFax"),
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ExportColumn("乙方开户银行", "partyBBank"),
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ExportColumn("乙方银行账号", "partyBAccount"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("更新时间", "updateTime"),
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ExportColumn("备注", "remark"),
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)
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CONTRACT_CHANGE_EXPORT_COLUMNS = (
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ExportColumn("合同编号", "contractNo"),
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ExportColumn("合同名称", "contractName"),
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ExportColumn("变更类型", "changeType", dict_type="crm_contract_change_type"),
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ExportColumn("变更原因", "changeReason"),
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ExportColumn("变更内容", "changeContent"),
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ExportColumn("变更金额", "changeAmount"),
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ExportColumn("审批状态", "approvalStatus", dict_type="crm_approval_status"),
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ExportColumn("审批人", "approverName"),
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ExportColumn("审批时间", "approvalTime"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("备注", "remark"),
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)
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CONTRACT_TEMPLATE_EXPORT_COLUMNS = (
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ExportColumn("模板编号", "templateNo"),
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ExportColumn("模板名称", "templateName"),
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ExportColumn("合同类型", "contractType", dict_type="crm_contract_type"),
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ExportColumn("乙方", "partyB"),
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ExportColumn("默认币种", "defaultCurrency"),
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ExportColumn("默认税率(%)", "defaultTaxRate"),
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ExportColumn("默认期限(月)", "defaultPeriod"),
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ExportColumn("是否启用", "isActive", formatter=_yes_no),
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ExportColumn("使用次数", "usageCount"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("备注", "remark"),
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)
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CONTRACT_APPROVAL_EXPORT_COLUMNS = (
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ExportColumn("合同ID", "contractId"),
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ExportColumn("审批步骤", "step"),
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ExportColumn("步骤名称", "stepName"),
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ExportColumn("审批人", "approverName"),
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ExportColumn("审批结果", "approvalResult", dict_type="crm_approval_status"),
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ExportColumn("审批意见", "approvalOpinion"),
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ExportColumn("审批时间", "approvalTime"),
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ExportColumn("创建时间", "createTime"),
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ExportColumn("备注", "remark"),
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)
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