4861 lines
158 KiB
Python
4861 lines
158 KiB
Python
"""CRM 管理接口（产品分类 + 产品 + Excel 导入导出）"""
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from __future__ import annotations
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import io
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from datetime import datetime
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from typing import Any, Dict, List
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from urllib.parse import quote
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from fastapi import APIRouter, Depends, File, Form, UploadFile
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from sqlalchemy import or_
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from sqlalchemy.orm import Session
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from app.core.database import get_db
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from app.core.menu_guard import require_admin_or_super_admin
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from app.core.oper_log_decorator import oper_log
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from app.core.response import error_response, success_response
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from app.core.tenant_context import get_tenant_no
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from app.crud.crm.data_scope_helpers import (
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crm_user_info,
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ensure_crm_create_by_row_in_scope,
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ensure_crm_contact_row_in_scope,
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ensure_crm_customer_linked_row_in_scope,
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ensure_crm_owner_row_in_scope,
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)
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from app.utils.crm_export_columns import (
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CLUE_EXPORT_COLUMNS,
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CONTACT_EXPORT_COLUMNS,
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CUSTOMER_EXPORT_COLUMNS,
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CUSTOMER_FOLLOW_EXPORT_COLUMNS,
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OPPORTUNITY_EXPORT_COLUMNS,
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POOL_CUSTOMER_EXPORT_COLUMNS,
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POOL_RULE_EXPORT_COLUMNS,
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PRODUCT_EXPORT_COLUMNS,
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SUPPLIER_INFO_EXPORT_COLUMNS,
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)
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from app.utils.excel_export import (
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EXPORT_MAX_ROWS,
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ExportValidationError,
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export_rows_to_xlsx_response,
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filter_export_columns,
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)
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from app.crud.crm.product import (
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_category_row_to_dict,
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create_category,
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create_product,
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get_category,
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get_product,
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list_categories,
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list_category_tree,
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list_product_column_facet_values,
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list_product_options,
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list_products,
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product_no_exists,
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product_to_dict,
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soft_delete_category,
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soft_delete_product,
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total_pages,
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update_category,
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update_product,
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)
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from app.schemas.crm.product import (
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CategoryDeleteBody,
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ProductCategoryCreateBody,
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ProductCategoryTreeBody,
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ProductCategoryUpdateBody,
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ProductColumnFacetBody,
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ProductCreateBody,
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ProductDeleteBody,
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ProductDetailBody,
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ProductListBody,
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ProductOptionsBody,
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ProductUpdateBody,
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ProductUpdateStatusBody,
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)
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from app.crud.crm.customer import (
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_row_to_dict as customer_row_to_dict,
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_enrich_user_names as enrich_customer_user_names,
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assign_customer,
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batch_claim_customers,
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check_duplicate_customer,
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claim_customer,
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create_customer,
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customer_name_exists,
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deal_customer,
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generate_customer_no,
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get_customer,
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get_park_area_list,
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into_pool,
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list_customer_options,
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list_customers,
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list_customer_column_facet_values,
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list_pool_customers,
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soft_delete_customer,
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total_pages as customer_total_pages,
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transfer_customer,
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update_customer,
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)
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from app.crud.crm.contact import (
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_row_to_dict as contact_row_to_dict,
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create_contact,
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get_contact,
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list_contacts,
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list_contacts_by_customer,
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set_primary_contact,
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soft_delete_contact,
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total_pages as contact_total_pages,
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update_contact,
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)
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from app.crud.crm.invoice_info import (
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_row_to_dict as invoice_info_row_to_dict,
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create_invoice_info,
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list_invoice_info_by_customer,
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set_default_invoice_info,
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soft_delete_invoice_info,
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update_invoice_info,
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)
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from app.crud.crm.supplier_info import (
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_row_to_dict as supplier_info_row_to_dict,
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create_supplier_info,
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get_supplier_info,
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list_all_supplier_info,
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list_supplier_column_facet_values,
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list_supplier_info,
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soft_delete_supplier_info,
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total_pages as supplier_info_total_pages,
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update_supplier_info,
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)
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from app.crud.crm.customer_pool import (
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get_pool_record,
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list_pool_records,
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total_pages as pool_record_total_pages,
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)
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from app.crud.crm.pool_rule import (
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create_pool_rule,
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delete_pool_rules,
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execute_pool_rules,
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get_pool_rule,
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list_pool_rules,
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total_pages as pool_rule_total_pages,
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update_pool_rule,
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update_pool_rule_status,
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)
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from app.crud.crm.opportunity import (
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assign_opportunities,
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batch_update_expect_date,
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batch_update_stage,
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change_stage,
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create_opportunity,
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get_kanban_data,
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get_opportunity,
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get_sales_funnel,
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get_stage_log_list,
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get_statistics_by_owner,
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get_statistics_by_stage,
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get_statistics_overview,
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get_win_rate_statistics,
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list_opportunities,
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list_opportunity_column_facet_values,
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mark_lost,
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mark_won,
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soft_delete_opportunities,
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total_pages as opportunity_total_pages,
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update_opportunity,
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)
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from app.crud.crm.opportunity_follow import (
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create_opportunity_follow,
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get_opportunity_follow,
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list_follows_by_opportunity,
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list_opportunity_follows,
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soft_delete_opportunity_follow,
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total_pages as opp_follow_total_pages,
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update_opportunity_follow,
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)
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from app.crud.crm.opportunity_product import (
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batch_add_opportunity_products,
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create_opportunity_product,
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get_opportunity_product,
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list_opportunity_products,
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list_products_by_opportunity,
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soft_delete_opportunity_products,
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total_pages as opp_product_total_pages,
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update_opportunity_product,
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)
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from app.crud.crm.customer_follow import (
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_row_to_dict as follow_row_to_dict,
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create_follow,
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get_follow,
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list_follows,
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list_follows_by_customer,
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soft_delete_follow,
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total_pages as follow_total_pages,
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update_follow,
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)
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from app.crud.crm.statistics import (
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get_follow_statistics,
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get_industry_statistics,
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get_level_statistics,
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get_owner_statistics,
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get_overview_statistics,
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get_source_statistics,
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get_trend_statistics,
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)
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from app.schemas.crm.customer_pool import (
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PoolAssignBody,
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PoolClaimBody,
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PoolCustomerListBody,
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PoolRecordDetailBody,
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PoolRecordListBody,
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)
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from app.schemas.crm.pool_rule import (
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PoolRuleAddBody,
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PoolRuleDeleteBody,
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PoolRuleDetailBody,
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PoolRuleExecuteBody,
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PoolRuleListBody,
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PoolRuleUpdateBody,
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PoolRuleUpdateStatusBody,
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)
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from app.schemas.crm.customer import (
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CustomerColumnFacetBody,
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CustomerCreateBody,
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CustomerDeleteBody,
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CustomerListBody,
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CustomerOptionsBody,
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CustomerUpdateBody,
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)
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from app.schemas.crm.contact import (
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ContactCreateBody,
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ContactDeleteBody,
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ContactListBody,
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ContactUpdateBody,
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)
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from app.schemas.crm.invoice_info import (
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InvoiceInfoByCustomerBody,
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InvoiceInfoCreateBody,
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InvoiceInfoDeleteBody,
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InvoiceInfoSetDefaultBody,
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InvoiceInfoUpdateBody,
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)
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from app.schemas.crm.supplier_info import (
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SupplierInfoColumnFacetBody,
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SupplierInfoCreateBody,
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SupplierInfoDeleteBody,
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SupplierInfoDetailBody,
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SupplierInfoListAllBody,
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SupplierInfoListBody,
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SupplierInfoUpdateBody,
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)
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from app.schemas.crm.opportunity import (
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OpportunityAssignBody,
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OpportunityBatchUpdateExpectDateBody,
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OpportunityBatchUpdateStageBody,
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OpportunityChangeStageBody,
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OpportunityCreateBody,
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OpportunityDeleteBody,
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OpportunityDetailBody,
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OpportunityFollowCreateBody,
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OpportunityFollowDeleteBody,
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OpportunityFollowDetailBody,
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OpportunityFollowListBody,
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OpportunityFollowUpdateBody,
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OpportunityKanbanBody,
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OpportunityColumnFacetBody,
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OpportunityListBody,
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OpportunityMarkLostBody,
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OpportunityMarkWonBody,
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OpportunityProductBatchAddBody,
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OpportunityProductByOpportunityBody,
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OpportunityProductCreateBody,
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OpportunityProductDeleteBody,
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OpportunityProductDetailBody,
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OpportunityProductListBody,
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OpportunityProductUpdateBody,
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OpportunityStageLogListBody,
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OpportunityStatisticsBody,
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OpportunityUpdateBody,
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)
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from app.schemas.crm.customer_follow import (
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CustomerFollowCreateBody as FollowCreateBody,
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CustomerFollowDeleteBody as FollowDeleteBody,
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CustomerFollowListBody as FollowListBody,
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CustomerFollowUpdateBody as FollowUpdateBody,
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)
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from app.schemas.crm.statistics import StatisticsBody
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from app.crud.crm.clue import (
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_row_to_dict as clue_row_to_dict,
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_enrich_user_names as enrich_clue_user_names,
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assign_clues,
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check_convert,
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check_duplicate_clue,
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convert_clue,
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create_clue,
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get_clue,
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get_park_area_list as get_clue_park_area_list,
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import_clues,
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invalid_clue,
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list_clues,
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list_clue_column_facet_values,
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soft_delete_clue,
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total_pages as clue_total_pages,
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update_clue,
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update_clue_level,
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update_clue_status,
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)
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from app.crud.crm.clue_follow import (
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_row_to_dict as clue_follow_row_to_dict,
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create_clue_follow,
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delete_clue_follow,
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get_clue_follow,
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get_follow_statistics as get_clue_follow_statistics,
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list_clue_follows,
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total_pages as clue_follow_total_pages,
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update_clue_follow,
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)
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from app.crud.crm.clue_statistics import (
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get_clue_level_statistics,
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get_clue_overview_statistics,
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get_clue_owner_statistics,
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get_clue_source_statistics,
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get_clue_trend_statistics,
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)
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from app.schemas.crm.clue import (
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ClueAssignBody,
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ClueColumnFacetBody,
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ClueConvertBody,
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ClueCreateBody,
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ClueDeleteBody,
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ClueFollowCreateBody,
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ClueFollowDeleteBody,
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ClueFollowListBody,
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ClueFollowUpdateBody,
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ClueInvalidBody,
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ClueLevelBody,
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ClueListBody,
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ClueStatisticsBody,
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ClueStatusBody,
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ClueUpdateBody,
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)
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router = APIRouter(prefix="/web/crm", tags=["CRM管理"])
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# ── 产品分类 ──────────────────────────────────────────────────
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def _filter_export_rows_by_ids(rows, ids):
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"""按导出 ids 裁剪行（dict 或对象）。"""
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if not ids:
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return rows
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id_set = {str(i) for i in ids}
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out = []
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for row in rows:
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if isinstance(row, dict):
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rid = row.get("id")
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else:
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rid = getattr(row, "id", None)
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if rid is not None and str(rid) in id_set:
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out.append(row)
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return out
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@router.post("/product-categories/tree")
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def category_tree(
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body: ProductCategoryTreeBody = None,
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_user: dict = Depends(require_admin_or_super_admin),
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db: Session = Depends(get_db),
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):
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"""获取产品分类树（名称/状态由服务端过滤）"""
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try:
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tenant_no = get_tenant_no(db, _user)
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user_info = crm_user_info(_user)
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q = body or ProductCategoryTreeBody()
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rows = list_category_tree(
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db,
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tenant_no,
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category_name=q.category_name,
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status=q.status,
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user_info=user_info,
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)
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return success_response(rows)
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except ValueError as e:
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return error_response(400, str(e))
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except Exception as e:
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return error_response(500, str(e))
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# ── 客户管理 ──────────────────────────────────────────────────
|
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@router.post("/customer/list")
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def customer_list(
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body: CustomerListBody,
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_user: dict = Depends(require_admin_or_super_admin),
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db: Session = Depends(get_db),
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):
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"""客户列表（支持多种视图模式）"""
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try:
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tenant_no = get_tenant_no(db, _user)
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user_info = crm_user_info(_user)
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user_id = _user.get("user_id", "") or _user.get("id", "")
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rows, total = list_customers(
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db,
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tenant_no,
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user_id,
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user_info=user_info,
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page=body.page,
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||
page_size=body.pageSize,
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**body.to_list_kwargs(),
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||
)
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return success_response({
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"list": rows,
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"total": total,
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"page": body.page,
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"pageSize": body.pageSize,
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||
"totalPages": customer_total_pages(total, body.pageSize),
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||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
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return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/column-facet-values")
|
||
def customer_column_facet_values(
|
||
body: CustomerColumnFacetBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户列表列头可选值（编号/名称/简称去重；Excel 级联上下文）"""
|
||
try:
|
||
from app.services.crm.facet_context import clear_facet_field_kwargs
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
filter_kwargs = clear_facet_field_kwargs(
|
||
body.column_filter_kwargs(), body.field
|
||
)
|
||
rows = list_customer_column_facet_values(
|
||
db,
|
||
tenant_no,
|
||
field=body.field,
|
||
keyword=body.keyword,
|
||
limit=body.limit if body.limit is not None else 500,
|
||
user_info=user_info,
|
||
user_id=_user.get("user_id", "") or _user.get("id", ""),
|
||
view_mode=body.view_mode,
|
||
status=body.status,
|
||
filter_kwargs=filter_kwargs,
|
||
)
|
||
return success_response({"list": rows})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/detail")
|
||
def customer_detail(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户详情"""
|
||
try:
|
||
customer_id = body.get("id")
|
||
if not customer_id:
|
||
return error_response(400, "缺少客户ID")
|
||
row = get_customer(db, customer_id)
|
||
if not row:
|
||
return error_response(404, "客户不存在")
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
ensure_crm_owner_row_in_scope(db, row, user_info, tenant_no, message="无权访问该客户")
|
||
detail = customer_row_to_dict(row)
|
||
enrich_customer_user_names(db, [detail])
|
||
return success_response(detail)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/options")
|
||
def customer_options(
|
||
body: CustomerOptionsBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户下拉选项（租户内只读，不做 owner 数据权限）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
keyword = (body.keyword or body.customer_name or "").strip() or None
|
||
options = list_customer_options(
|
||
db,
|
||
tenant_no,
|
||
keyword=keyword,
|
||
limit=body.limit,
|
||
)
|
||
return success_response(options)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/add")
|
||
@oper_log(title="CRM客户管理", business_type=1, summary="新增客户【{customerName}】")
|
||
def customer_create(
|
||
body: CustomerCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增客户"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
dept_id = _user.get("dept_id", "")
|
||
|
||
customer_name = (body.customer_name or "").strip()
|
||
if customer_name_exists(db, tenant_no, customer_name):
|
||
return error_response(400, "客户名称已存在")
|
||
|
||
obj = create_customer(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
**body.model_dump(exclude_unset=True),
|
||
)
|
||
return success_response(customer_row_to_dict(obj), message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/update")
|
||
@oper_log(title="CRM客户管理", business_type=2, summary="修改客户【{customerName}】")
|
||
def customer_update(
|
||
body: CustomerUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""编辑客户"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
|
||
data = body.model_dump(exclude_unset=True)
|
||
customer_id = data.pop("id")
|
||
if "customer_name" in data:
|
||
customer_name = (data["customer_name"] or "").strip()
|
||
data["customer_name"] = customer_name
|
||
if customer_name_exists(db, tenant_no, customer_name, exclude_id=customer_id):
|
||
return error_response(400, "客户名称已存在")
|
||
|
||
obj = update_customer(db, customer_id, user_id=user_id, tenant_no=tenant_no, user_info=user_info, **data)
|
||
return success_response(customer_row_to_dict(obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/delete")
|
||
@oper_log(title="CRM客户管理", business_type=3, business_id_field="ids", summary="删除客户")
|
||
def customer_delete(
|
||
body: CustomerDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除客户（支持批量）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
success_ids = []
|
||
fail_items = []
|
||
for cid in body.ids:
|
||
try:
|
||
soft_delete_customer(db, cid, user_info=user_info, tenant_no=tenant_no)
|
||
success_ids.append(cid)
|
||
except ValueError as e:
|
||
fail_items.append({"id": cid, "reason": str(e)})
|
||
result = {
|
||
"successCount": len(success_ids),
|
||
"failCount": len(fail_items),
|
||
"failItems": fail_items,
|
||
}
|
||
return success_response(result, message=f"删除完成，成功{len(success_ids)}个")
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/generate-no")
|
||
def customer_generate_no(
|
||
body: dict = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""生成客户编号"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
no = generate_customer_no(db, tenant_no)
|
||
return success_response({"customerNo": no})
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
|
||
@router.post("/product-categories/add")
|
||
def category_add(
|
||
body: ProductCategoryCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增产品分类"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
obj = create_category(db, tenant_no=tenant_no, user_id=user_id, **data)
|
||
return success_response(_category_row_to_dict(obj), message="新增成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/product-categories/update")
|
||
def category_update(
|
||
body: ProductCategoryUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""更新产品分类"""
|
||
try:
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
category_id = data.pop("id")
|
||
obj = update_category(db, category_id, user_id=user_id, user_info=user_info, **data)
|
||
return success_response(_category_row_to_dict(obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/product-categories/delete")
|
||
def category_delete(
|
||
body: CategoryDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除产品分类"""
|
||
try:
|
||
user_info = crm_user_info(_user)
|
||
soft_delete_category(db, body.id, user_info=user_info)
|
||
return success_response(None, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 产品管理 ──────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/products/list")
|
||
def product_list(
|
||
body: ProductListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""分页查询产品列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, total = list_products(
|
||
db,
|
||
tenant_no,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
user_info=user_info,
|
||
**body.to_list_kwargs(),
|
||
)
|
||
tp = total_pages(total, body.pageSize)
|
||
return success_response(
|
||
{
|
||
"list": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": tp,
|
||
}
|
||
)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/detail")
|
||
def product_detail(
|
||
body: ProductDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""获取产品详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
obj = get_product(db, body.id)
|
||
if not obj:
|
||
return error_response(404, "产品不存在")
|
||
ensure_crm_create_by_row_in_scope(db, obj, user_info, tenant_no, message="无权访问该产品")
|
||
return success_response(product_to_dict(db, obj))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/add")
|
||
def product_add(
|
||
body: ProductCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增产品"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
obj = create_product(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
**body.model_dump(exclude_unset=True),
|
||
)
|
||
return success_response(product_to_dict(db, obj), message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/update")
|
||
def product_update(
|
||
body: ProductUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""更新产品"""
|
||
try:
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
product_id = data.pop("id")
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
obj = update_product(db, product_id, user_id=user_id, user_info=user_info, **data)
|
||
return success_response(product_to_dict(db, obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/delete")
|
||
def product_delete(
|
||
body: ProductDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除产品（支持单条 body.id 和批量 body.ids）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
ids_to_delete: List[str] = []
|
||
if body.ids:
|
||
ids_to_delete = body.ids
|
||
elif body.id:
|
||
ids_to_delete = [body.id]
|
||
else:
|
||
return error_response(400, "请传入 id 或 ids")
|
||
|
||
for pid in ids_to_delete:
|
||
soft_delete_product(db, pid, user_info=user_info)
|
||
|
||
return success_response(None, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/update-status")
|
||
def product_update_status(
|
||
body: ProductUpdateStatusBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""批量上架/下架"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
status_label = "上架" if body.status == "on" else "下架"
|
||
for pid in body.ids:
|
||
update_product(db, pid, user_id=user_id, user_info=user_info, status=body.status)
|
||
return success_response(None, message=f"批量{status_label}成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/options")
|
||
def product_options(
|
||
body: ProductOptionsBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""获取产品下拉选项"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
options = list_product_options(
|
||
db,
|
||
tenant_no,
|
||
keyword=body.keyword,
|
||
category_id=body.category_id,
|
||
user_info=user_info,
|
||
limit=body.limit,
|
||
)
|
||
return success_response(options)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/column-facet-values")
|
||
def product_column_facet_values(
|
||
body: ProductColumnFacetBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""产品列表列头可选值（编号/名称去重；Excel 级联上下文）"""
|
||
try:
|
||
from app.services.crm.facet_context import clear_facet_field_kwargs
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
filter_kwargs = clear_facet_field_kwargs(
|
||
body.column_filter_kwargs(), body.field
|
||
)
|
||
rows = list_product_column_facet_values(
|
||
db,
|
||
tenant_no,
|
||
field=body.field,
|
||
keyword=body.keyword,
|
||
limit=body.limit if body.limit is not None else 500,
|
||
user_info=user_info,
|
||
filter_kwargs=filter_kwargs,
|
||
)
|
||
return success_response({"list": rows})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── Excel 导入导出 ────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/products/import")
|
||
def product_import(
|
||
file: UploadFile = File(...),
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""Excel 导入产品"""
|
||
try:
|
||
from openpyxl import load_workbook
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
|
||
content = file.file.read()
|
||
wb = load_workbook(io.BytesIO(content), read_only=True)
|
||
ws = wb.active
|
||
|
||
# 构建分类名→ID映射
|
||
all_categories = list_categories(db, tenant_no)
|
||
cat_name_to_id: Dict[str, str] = {}
|
||
for cat in all_categories:
|
||
cat_name_to_id[cat["categoryName"]] = cat["id"]
|
||
|
||
success_count = 0
|
||
fail_count = 0
|
||
errors: List[Dict[str, Any]] = []
|
||
|
||
rows = list(ws.iter_rows(min_row=2, values_only=True))
|
||
for idx, row in enumerate(rows, start=2):
|
||
row_errors: List[str] = []
|
||
try:
|
||
# 列: 产品编号、产品名称、分类名称、规格型号、状态、备注
|
||
product_no = str(row[0]).strip() if row[0] else None
|
||
product_name = str(row[1]).strip() if row[1] else ""
|
||
category_name = str(row[2]).strip() if row[2] else None
|
||
model = str(row[3]).strip() if row[3] else None
|
||
status = str(row[4]).strip() if row[4] else "on"
|
||
if status == "1":
|
||
status = "on"
|
||
elif status == "0":
|
||
status = "off"
|
||
remark = str(row[5]).strip() if row[5] else None
|
||
|
||
# 必填校验
|
||
if not product_name:
|
||
row_errors.append("产品名称不能为空")
|
||
|
||
# 编号唯一性
|
||
if product_no and product_no_exists(db, product_no, tenant_no):
|
||
row_errors.append(f"产品编号 {product_no} 已存在")
|
||
|
||
# 分类名→ID
|
||
category_id = None
|
||
if category_name:
|
||
category_id = cat_name_to_id.get(category_name)
|
||
if not category_id:
|
||
row_errors.append(f"分类名称 '{category_name}' 不存在")
|
||
|
||
if row_errors:
|
||
fail_count += 1
|
||
errors.append({"row": idx, "errors": row_errors})
|
||
continue
|
||
|
||
create_product(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
product_no=product_no or None,
|
||
product_name=product_name,
|
||
category_id=category_id,
|
||
category_name=category_name,
|
||
model=model,
|
||
status=status,
|
||
remark=remark,
|
||
)
|
||
success_count += 1
|
||
except Exception as e:
|
||
fail_count += 1
|
||
errors.append({"row": idx, "errors": [str(e)]})
|
||
|
||
wb.close()
|
||
return success_response(
|
||
{"success": success_count, "fail": fail_count, "errors": errors}
|
||
)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
def _map_product_export_column_keys(requested: List[str]) -> List[str]:
|
||
"""前端列表 prop → 导出列 field（如 cost → costPrice）。"""
|
||
alias = {"cost": "costPrice"}
|
||
return [alias.get(str(key), str(key)) for key in requested]
|
||
|
||
|
||
@router.post("/products/export")
|
||
def product_export(
|
||
body: ProductListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""Excel 导出产品列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, _ = list_products(
|
||
db,
|
||
tenant_no,
|
||
page=1,
|
||
page_size=EXPORT_MAX_ROWS,
|
||
max_page_size=EXPORT_MAX_ROWS,
|
||
user_info=user_info,
|
||
**body.to_list_kwargs(),
|
||
)
|
||
export_cols = filter_export_columns(
|
||
PRODUCT_EXPORT_COLUMNS,
|
||
_map_product_export_column_keys(body.columns) if body.columns else None,
|
||
)
|
||
date_str = datetime.now().strftime("%Y%m%d")
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="产品列表",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"产品列表_{date_str}",
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/products/import-template")
|
||
def product_import_template(
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
):
|
||
"""下载产品导入模板"""
|
||
try:
|
||
from fastapi.responses import StreamingResponse
|
||
from openpyxl import Workbook
|
||
|
||
wb = Workbook()
|
||
ws = wb.active
|
||
ws.title = "产品导入模板"
|
||
|
||
headers = [
|
||
"产品编号",
|
||
"产品名称",
|
||
"分类名称",
|
||
"规格型号",
|
||
"状态（on上架/off下架）",
|
||
"备注",
|
||
]
|
||
ws.append(headers)
|
||
|
||
output = io.BytesIO()
|
||
wb.save(output)
|
||
output.seek(0)
|
||
|
||
filename = quote("产品导入模板.xlsx")
|
||
|
||
return StreamingResponse(
|
||
output,
|
||
media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
|
||
headers={
|
||
"Content-Disposition": f"attachment; filename={filename}; filename*=UTF-8''{filename}"
|
||
},
|
||
)
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 客户管理（扩展路由） ────────────────────────────────────────
|
||
|
||
|
||
@router.post("/customer/transfer")
|
||
@oper_log(title="CRM客户管理", business_type=2, business_id_field="customerId", summary="转移客户")
|
||
def customer_transfer(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""批量转移客户"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
ids = body.get("ids", [])
|
||
owner_user_id = body.get("ownerUserId", "")
|
||
owner_user_name = body.get("ownerUserName", "")
|
||
if not ids or not owner_user_id:
|
||
return error_response(400, "缺少必要参数 ids 或 ownerUserId")
|
||
for cid in ids:
|
||
transfer_customer(db, cid, owner_user_id, owner_user_name, user_id=user_id, user_info=user_info, tenant_no=tenant_no)
|
||
return success_response(None, message="转移成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/intoPool")
|
||
@oper_log(title="CRM客户管理", business_type=2, business_id_field="customerId", summary="客户放入公海")
|
||
def customer_into_pool(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""批量放入公海池"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
ids = body.get("ids", [])
|
||
reason = body.get("reason", "")
|
||
if not ids:
|
||
return error_response(400, "缺少客户ID列表")
|
||
for cid in ids:
|
||
into_pool(db, cid, reason=reason, user_id=user_id, user_info=user_info, tenant_no=tenant_no)
|
||
return success_response(None, message="已放入公海池")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/deal/{customer_id}")
|
||
@oper_log(title="CRM客户管理", business_type=2, path_param="customer_id", summary="客户成交")
|
||
def customer_deal(
|
||
customer_id: str,
|
||
body: dict = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户成交"""
|
||
try:
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
deal_amount = body.get("dealAmount") if body else None
|
||
deal_time = body.get("dealTime") if body else None
|
||
remark = body.get("remark", "") if body else ""
|
||
obj = deal_customer(
|
||
db,
|
||
customer_id,
|
||
deal_amount=deal_amount,
|
||
deal_time=deal_time,
|
||
user_id=user_id,
|
||
user_info=crm_user_info(_user),
|
||
tenant_no=get_tenant_no(db, _user),
|
||
)
|
||
return success_response(customer_row_to_dict(obj), message="成交操作成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/checkDuplicate")
|
||
def customer_check_duplicate(
|
||
body: dict = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户重复检测"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
mobile = body.get("mobile", "") if body else ""
|
||
customer_name = body.get("customerName", "") if body else ""
|
||
exclude_id = body.get("excludeId", "") if body else ""
|
||
duplicates = check_duplicate_customer(
|
||
db, tenant_no, mobile=mobile, customer_name=customer_name, exclude_id=exclude_id
|
||
)
|
||
return success_response({"duplicates": duplicates, "isDuplicate": len(duplicates) > 0})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/export")
|
||
@oper_log(title="CRM客户管理", business_type=5, summary="导出客户列表")
|
||
def customer_export(
|
||
body: CustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出客户列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
list_body = body or CustomerListBody()
|
||
rows, _ = list_customers(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=1,
|
||
page_size=EXPORT_MAX_ROWS,
|
||
max_page_size=EXPORT_MAX_ROWS,
|
||
**list_body.to_list_kwargs(),
|
||
)
|
||
date_str = datetime.now().strftime("%Y%m%d")
|
||
rows = _filter_export_rows_by_ids(rows, getattr(list_body, "ids", None))
|
||
export_cols = filter_export_columns(CUSTOMER_EXPORT_COLUMNS, getattr(list_body, "columns", None))
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="客户列表",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"客户列表_{date_str}",
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/importTemplate")
|
||
def customer_import_template(
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
):
|
||
"""下载客户导入模板"""
|
||
try:
|
||
from fastapi.responses import StreamingResponse
|
||
from openpyxl import Workbook
|
||
|
||
wb = Workbook()
|
||
ws = wb.active
|
||
ws.title = "客户导入模板"
|
||
|
||
headers = [
|
||
"客户名称", "客户类型", "级别", "来源", "行业",
|
||
"手机号", "电话", "邮箱", "地址", "备注",
|
||
]
|
||
ws.append(headers)
|
||
|
||
output = io.BytesIO()
|
||
wb.save(output)
|
||
output.seek(0)
|
||
|
||
filename = quote("客户导入模板.xlsx")
|
||
|
||
return StreamingResponse(
|
||
output,
|
||
media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
|
||
headers={
|
||
"Content-Disposition": f"attachment; filename={filename}; filename*=UTF-8''{filename}"
|
||
},
|
||
)
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 客户视图 ────────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/customer/mine")
|
||
def customer_mine(
|
||
body: CustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""我的客户列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
list_body = body or CustomerListBody()
|
||
rows, total = list_customers(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=list_body.page,
|
||
page_size=list_body.pageSize,
|
||
**list_body.to_list_kwargs(view_mode_override="mine"),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": list_body.page,
|
||
"pageSize": list_body.pageSize,
|
||
"totalPages": customer_total_pages(total, list_body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/toFollow")
|
||
def customer_to_follow(
|
||
body: CustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""待跟进客户列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
list_body = body or CustomerListBody()
|
||
rows, total = list_customers(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=list_body.page,
|
||
page_size=list_body.pageSize,
|
||
**list_body.to_list_kwargs(view_mode_override="toFollow"),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": list_body.page,
|
||
"pageSize": list_body.pageSize,
|
||
"totalPages": customer_total_pages(total, list_body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/key")
|
||
def customer_key(
|
||
body: CustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""重点客户列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
list_body = body or CustomerListBody()
|
||
rows, total = list_customers(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=list_body.page,
|
||
page_size=list_body.pageSize,
|
||
**list_body.to_list_kwargs(view_mode_override="key"),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": list_body.page,
|
||
"pageSize": list_body.pageSize,
|
||
"totalPages": customer_total_pages(total, list_body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/dealed")
|
||
def customer_dealed(
|
||
body: CustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""已成交客户列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_customers(
|
||
db, tenant_no, user_id, page=page, page_size=page_size,
|
||
user_info=user_info,
|
||
view_mode="dealed",
|
||
keyword=body.keyword if body else None,
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": customer_total_pages(total, page_size),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/weekNew")
|
||
def customer_week_new(
|
||
body: CustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""本周新增客户列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_customers(
|
||
db, tenant_no, user_id, page=page, page_size=page_size,
|
||
user_info=user_info,
|
||
view_mode="weekNew",
|
||
keyword=body.keyword if body else None,
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": customer_total_pages(total, page_size),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/longTimeNoFollow")
|
||
def customer_long_time_no_follow(
|
||
body: CustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""长期未跟进客户列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_customers(
|
||
db, tenant_no, user_id, page=page, page_size=page_size,
|
||
user_info=user_info,
|
||
view_mode="longTimeNoFollow",
|
||
keyword=body.keyword if body else None,
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": customer_total_pages(total, page_size),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/parkAreaList")
|
||
def customer_park_area_list(
|
||
body: dict = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""获取园区列表（去重）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
areas = get_park_area_list(db, tenant_no)
|
||
return success_response(areas)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 公海池管理 ──────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/customer/pool/list")
|
||
def pool_customer_list(
|
||
body: PoolCustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
list_body = body or PoolCustomerListBody()
|
||
page = list_body.page
|
||
page_size = list_body.pageSize
|
||
rows, total = list_pool_customers(
|
||
db,
|
||
tenant_no,
|
||
page=page,
|
||
page_size=page_size,
|
||
**list_body.to_list_kwargs(),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": customer_total_pages(total, page_size),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
|
||
|
||
@router.post("/customer/pool/export")
|
||
@oper_log(title="CRM客户管理", business_type=5, summary="导出公海客户列表")
|
||
def pool_customer_export(
|
||
body: PoolCustomerListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出公海客户列表。"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
list_body = body or PoolCustomerListBody()
|
||
rows, _ = list_pool_customers(
|
||
db,
|
||
tenant_no,
|
||
page=1,
|
||
page_size=EXPORT_MAX_ROWS,
|
||
max_page_size=EXPORT_MAX_ROWS,
|
||
**list_body.to_list_kwargs(),
|
||
)
|
||
rows = _filter_export_rows_by_ids(rows, list_body.ids)
|
||
# map telephone -> phone for shared column if needed
|
||
for r in rows:
|
||
if isinstance(r, dict) and not r.get("telephone") and r.get("phone"):
|
||
r["telephone"] = r.get("phone")
|
||
export_cols = filter_export_columns(POOL_CUSTOMER_EXPORT_COLUMNS, list_body.columns)
|
||
date_str = datetime.now().strftime("%Y%m%d")
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="公海客户",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"公海客户_{date_str}",
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
@router.post("/customer/pool/assign")
|
||
@oper_log(title="CRM客户管理", business_type=2, business_id_field="customerIds", summary="公海分配客户")
|
||
def pool_customer_assign(
|
||
body: PoolAssignBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
assign_customer(db, body.ids, body.ownerUserId, body.ownerUserName, user_id=user_id, user_info=user_info, tenant_no=tenant_no)
|
||
return success_response(message="分配成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/claim")
|
||
@oper_log(title="CRM客户管理", business_type=2, business_id_field="customerId", summary="认领公海客户")
|
||
def pool_customer_claim(
|
||
body: PoolClaimBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
user_name = _user.get("nick_name", "") or _user.get("name", "")
|
||
batch_claim_customers(db, body.ids, user_id, user_name)
|
||
return success_response(message="领取成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/pool/record/list")
|
||
def pool_record_list(
|
||
body: PoolRecordListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_pool_records(
|
||
db, tenant_no,
|
||
page=page, page_size=page_size,
|
||
customer_id=body.customerId if body else None,
|
||
operation_type=body.operationType if body else None,
|
||
keyword=body.keyword if body else None,
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": pool_record_total_pages(total, page_size),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/pool/record/detail")
|
||
def pool_record_detail(
|
||
body: PoolRecordDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
from app.crud.crm.customer_pool import _row_to_dict as pool_record_row_to_dict
|
||
row = get_pool_record(db, body.id, tenant_no)
|
||
if not row:
|
||
return error_response(404, "公海池记录不存在")
|
||
return success_response(pool_record_row_to_dict(row))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 联系人管理 ──────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/contact/list")
|
||
def contact_list(
|
||
body: ContactListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""联系人分页列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_contacts(
|
||
db, tenant_no, page=page, page_size=page_size, user_info=user_info,
|
||
keyword=body.keyword if body else None,
|
||
contact_name=body.contact_name if body else None,
|
||
mobile=body.mobile if body else None,
|
||
position=body.position if body else None,
|
||
customer_id=body.customer_id if body else None,
|
||
is_key=body.is_key if body else None,
|
||
is_primary=body.is_primary if body else None,
|
||
)
|
||
tp = customer_total_pages(total, page_size)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": tp,
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/detail")
|
||
def contact_detail(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""联系人详情"""
|
||
try:
|
||
contact_id = body.get("id")
|
||
if not contact_id:
|
||
return error_response(400, "缺少联系人ID")
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
row = get_contact(db, contact_id)
|
||
if not row:
|
||
return error_response(404, "联系人不存在")
|
||
ensure_crm_contact_row_in_scope(db, row, user_info, tenant_no, message="无权访问该联系人")
|
||
return success_response(contact_row_to_dict(row))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/byCustomer")
|
||
def contact_by_customer(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""按客户ID查询联系人"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
customer_id = body.get("customerId", "")
|
||
if not customer_id:
|
||
return error_response(400, "缺少客户ID")
|
||
rows = list_contacts_by_customer(db, tenant_no, customer_id, user_info=user_info)
|
||
return success_response(rows)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/add")
|
||
def contact_add(
|
||
body: ContactCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增联系人"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
user_info = crm_user_info(_user)
|
||
obj = create_contact(
|
||
db, tenant_no=tenant_no, user_id=user_id, user_info=user_info,
|
||
**body.model_dump(exclude_unset=True),
|
||
)
|
||
return success_response(contact_row_to_dict(obj), message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/update")
|
||
def contact_update(
|
||
body: ContactUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""更新联系人"""
|
||
try:
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
contact_id = data.pop("id")
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
obj = update_contact(db, contact_id, user_id=user_id, tenant_no=tenant_no, user_info=user_info, **data)
|
||
return success_response(contact_row_to_dict(obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/delete")
|
||
def contact_delete(
|
||
body: ContactDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除联系人"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
for cid in body.ids:
|
||
soft_delete_contact(db, cid, user_id=user_id, tenant_no=tenant_no, user_info=user_info)
|
||
return success_response(None, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/setPrimary")
|
||
def contact_set_primary(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""设置主要联系人"""
|
||
try:
|
||
contact_id = body.get("id")
|
||
if not contact_id:
|
||
return error_response(400, "缺少联系人ID")
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
obj = set_primary_contact(db, contact_id, user_id=user_id, tenant_no=tenant_no, user_info=user_info)
|
||
return success_response(contact_row_to_dict(obj), message="设置成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/export")
|
||
def contact_export(
|
||
body: ContactListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出联系人列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, _ = list_contacts(
|
||
db, tenant_no, page=1, page_size=EXPORT_MAX_ROWS, user_info=user_info,
|
||
keyword=body.keyword if body else None,
|
||
customer_id=body.customer_id if body else None,
|
||
)
|
||
date_str = datetime.now().strftime("%Y%m%d")
|
||
rows = _filter_export_rows_by_ids(rows, getattr(list_body, "ids", None))
|
||
export_cols = filter_export_columns(CONTACT_EXPORT_COLUMNS, getattr(list_body, "columns", None))
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="联系人列表",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"联系人列表_{date_str}",
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/decision")
|
||
def contact_decision(
|
||
body: ContactListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""决策人联系人列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_contacts(
|
||
db, tenant_no, page=page, page_size=page_size, user_info=user_info,
|
||
is_decision=True,
|
||
keyword=body.keyword if body else None,
|
||
)
|
||
tp = customer_total_pages(total, page_size)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": tp,
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/primary")
|
||
def contact_primary(
|
||
body: ContactListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""主联系人列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_contacts(
|
||
db, tenant_no, page=page, page_size=page_size, user_info=user_info,
|
||
is_primary=True,
|
||
keyword=body.keyword if body else None,
|
||
)
|
||
tp = customer_total_pages(total, page_size)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": tp,
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/contact/birthday")
|
||
def contact_birthday(
|
||
body: ContactListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""本月生日联系人列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_contacts(
|
||
db, tenant_no, page=page, page_size=page_size, user_info=user_info,
|
||
birthday_month=datetime.now().month,
|
||
keyword=body.keyword if body else None,
|
||
)
|
||
tp = customer_total_pages(total, page_size)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": tp,
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 跟进记录 ────────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/customer/follow/list")
|
||
def follow_list(
|
||
body: FollowListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""跟进记录分页列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_follows(
|
||
db, tenant_no, page=page, page_size=page_size, user_info=user_info,
|
||
keyword=body.keyword if body else None,
|
||
customer_id=body.customer_id if body else None,
|
||
follow_type=body.follow_type if body else None,
|
||
)
|
||
tp = customer_total_pages(total, page_size)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": tp,
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/follow/detail")
|
||
def follow_detail(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""跟进记录详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
follow_id = body.get("id")
|
||
if not follow_id:
|
||
return error_response(400, "缺少跟进记录ID")
|
||
row = get_follow(db, follow_id)
|
||
if not row:
|
||
return error_response(404, "跟进记录不存在")
|
||
ensure_crm_create_by_row_in_scope(
|
||
db, row, user_info, row.tenant_no, message="无权访问该跟进记录"
|
||
)
|
||
return success_response(follow_row_to_dict(row))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/follow/byCustomer")
|
||
def follow_by_customer(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""按客户ID查询跟进记录"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
customer_id = body.get("customerId", "")
|
||
if not customer_id:
|
||
return error_response(400, "缺少客户ID")
|
||
rows = list_follows_by_customer(db, tenant_no, customer_id, user_info=user_info)
|
||
return success_response(rows)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/follow/add")
|
||
def follow_add(
|
||
body: FollowCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增跟进记录"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
user_name = _user.get("nick_name", "") or _user.get("name", "")
|
||
obj = create_follow(
|
||
db, tenant_no=tenant_no, user_id=user_id, user_name=user_name,
|
||
user_info=user_info,
|
||
**body.model_dump(exclude_unset=True),
|
||
)
|
||
return success_response(follow_row_to_dict(obj), message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/follow/update")
|
||
def follow_update(
|
||
body: FollowUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""更新跟进记录"""
|
||
try:
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
follow_id = data.pop("id")
|
||
obj = update_follow(db, follow_id, user_id=user_id, tenant_no=get_tenant_no(db, _user), user_info=crm_user_info(_user), **data)
|
||
return success_response(follow_row_to_dict(obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/follow/delete")
|
||
def follow_delete(
|
||
body: FollowDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除跟进记录"""
|
||
try:
|
||
for fid in body.ids:
|
||
soft_delete_follow(db, fid, user_info=crm_user_info(_user), tenant_no=get_tenant_no(db, _user))
|
||
return success_response(None, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/follow/export")
|
||
def follow_export(
|
||
body: FollowListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出跟进记录"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, _ = list_follows(
|
||
db, tenant_no, page=1, page_size=EXPORT_MAX_ROWS,
|
||
keyword=body.keyword if body else None,
|
||
customer_id=body.customer_id if body else None,
|
||
)
|
||
date_str = datetime.now().strftime("%Y%m%d")
|
||
rows = _filter_export_rows_by_ids(rows, getattr(list_body, "ids", None))
|
||
export_cols = filter_export_columns(CUSTOMER_FOLLOW_EXPORT_COLUMNS, getattr(list_body, "columns", None))
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="跟进记录",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"跟进记录_{date_str}",
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 公海池规则管理 ─────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/customer/pool/rule/list")
|
||
def pool_rule_list(
|
||
body: PoolRuleListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
page = body.page if body else 1
|
||
page_size = body.pageSize if body else 10
|
||
rows, total = list_pool_rules(
|
||
db, tenant_no, user_info=user_info,
|
||
page=page, page_size=page_size,
|
||
pool_name=body.poolName if body else None,
|
||
rule_type=body.ruleType if body else None,
|
||
rule_type_in=body.ruleTypeIn if body else None,
|
||
status=body.status if body else None,
|
||
status_in=body.statusIn if body else None,
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": page,
|
||
"pageSize": page_size,
|
||
"totalPages": pool_rule_total_pages(total, page_size),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
|
||
|
||
@router.post("/customer/pool/rule/export")
|
||
@oper_log(title="CRM公海规则", business_type=5, summary="导出公海规则列表")
|
||
def pool_rule_export(
|
||
body: PoolRuleListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出公海池规则列表。"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or PoolRuleListBody()
|
||
rows, _ = list_pool_rules(
|
||
db,
|
||
tenant_no,
|
||
user_info=user_info,
|
||
page=1,
|
||
page_size=EXPORT_MAX_ROWS,
|
||
max_page_size=EXPORT_MAX_ROWS,
|
||
pool_name=list_body.poolName,
|
||
rule_type=list_body.ruleType,
|
||
rule_type_in=list_body.ruleTypeIn,
|
||
status=list_body.status,
|
||
status_in=list_body.statusIn,
|
||
)
|
||
rows = _filter_export_rows_by_ids(rows, list_body.ids)
|
||
# humanize ruleType / status for export readability
|
||
type_map = {"no_follow": "未跟进自动回收", "no_deal": "未成交自动回收"}
|
||
status_map = {"enable": "启用", "disable": "禁用"}
|
||
for r in rows:
|
||
if isinstance(r, dict):
|
||
r["ruleType"] = type_map.get(r.get("ruleType"), r.get("ruleType") or "")
|
||
r["status"] = status_map.get(r.get("status"), r.get("status") or "")
|
||
export_cols = filter_export_columns(POOL_RULE_EXPORT_COLUMNS, list_body.columns)
|
||
date_str = datetime.now().strftime("%Y%m%d")
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="公海规则",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"公海规则_{date_str}",
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
@router.post("/customer/pool/rule/detail")
|
||
def pool_rule_detail(
|
||
body: PoolRuleDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
from app.crud.crm.pool_rule import _row_to_dict as pool_rule_row_to_dict
|
||
row = get_pool_rule(db, body.id, tenant_no)
|
||
if not row:
|
||
return error_response(404, "公海池规则不存在")
|
||
ensure_crm_create_by_row_in_scope(db, row, user_info, tenant_no, message="无权访问该公海规则")
|
||
return success_response(pool_rule_row_to_dict(row))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/pool/rule/add")
|
||
def pool_rule_add(
|
||
body: PoolRuleAddBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
row = create_pool_rule(
|
||
db, tenant_no,
|
||
user_id=user_id,
|
||
pool_name=body.poolName,
|
||
rule_type=body.ruleType,
|
||
timeout_days=body.timeoutDays,
|
||
protect_days=body.protectDays,
|
||
status=body.status or "enable",
|
||
sort=body.sort or 0,
|
||
remark=body.remark,
|
||
)
|
||
return success_response({"id": row.id}, message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/pool/rule/update")
|
||
def pool_rule_update(
|
||
body: PoolRuleUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
update_pool_rule(
|
||
db, body.id, tenant_no,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
pool_name=body.poolName,
|
||
rule_type=body.ruleType,
|
||
timeout_days=body.timeoutDays,
|
||
protect_days=body.protectDays,
|
||
status=body.status,
|
||
sort=body.sort,
|
||
remark=body.remark,
|
||
)
|
||
return success_response(message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/pool/rule/delete")
|
||
def pool_rule_delete(
|
||
body: PoolRuleDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
count = delete_pool_rules(db, body.ids, tenant_no, user_info=user_info)
|
||
return success_response({"count": count}, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/pool/rule/updateStatus")
|
||
def pool_rule_update_status(
|
||
body: PoolRuleUpdateStatusBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
update_pool_rule_status(
|
||
db, body.id, tenant_no, body.status, user_id=user_id, user_info=user_info
|
||
)
|
||
return success_response(message="状态更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/pool/rule/execute")
|
||
def pool_rule_execute(
|
||
body: PoolRuleExecuteBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
count = execute_pool_rules(db, tenant_no)
|
||
return success_response({"recycledCount": count}, message="规则执行完成")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 统计分析 ────────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/customer/statistics/overview")
|
||
def statistics_overview(
|
||
body: StatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户统计概览"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_overview_statistics(
|
||
db, tenant_no, user_id=body.user_id if body else None, user_info=user_info
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/statistics/source")
|
||
def statistics_source(
|
||
body: StatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户来源统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_source_statistics(db, tenant_no, user_info=user_info)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/statistics/level")
|
||
def statistics_level(
|
||
body: StatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户级别分布"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_level_statistics(db, tenant_no, user_info=user_info)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/statistics/industry")
|
||
def statistics_industry(
|
||
body: StatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""客户行业分布"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_industry_statistics(db, tenant_no, user_info=user_info)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/statistics/trend")
|
||
def statistics_trend(
|
||
body: StatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""成交趋势"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_trend_statistics(
|
||
db, tenant_no,
|
||
start_date=body.start_date if body else None,
|
||
end_date=body.end_date if body else None,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/statistics/owner")
|
||
def statistics_owner(
|
||
body: StatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""负责人统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_owner_statistics(db, tenant_no, user_info=user_info)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/customer/statistics/follow")
|
||
def statistics_follow(
|
||
body: StatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""跟进统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_follow_statistics(
|
||
db, tenant_no,
|
||
start_date=body.start_date if body else None,
|
||
end_date=body.end_date if body else None,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 商机管理 ──────────────────────────────────────────────────
|
||
|
||
|
||
def _opp_list_kwargs(body: OpportunityListBody, user_id: str, view_type: str = None):
|
||
kwargs = body.to_list_kwargs(view_type_override=view_type)
|
||
# page 由调用方单独传
|
||
return dict(
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
**{k: v for k, v in kwargs.items()},
|
||
)
|
||
|
||
|
||
@router.post("/opportunity/list")
|
||
def opportunity_list(
|
||
body: OpportunityListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机分页列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or OpportunityListBody()
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
rows, total = list_opportunities(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
**_opp_list_kwargs(list_body, user_id),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"rows": rows,
|
||
"total": total,
|
||
"page": list_body.page,
|
||
"pageSize": list_body.pageSize,
|
||
"totalPages": opportunity_total_pages(total, list_body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/column-facet-values")
|
||
def opportunity_column_facet_values(
|
||
body: OpportunityColumnFacetBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机列表列头可选值（编号/名称/客户名去重；Excel 级联上下文）"""
|
||
try:
|
||
from app.services.crm.facet_context import clear_facet_field_kwargs
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
filter_kwargs = clear_facet_field_kwargs(
|
||
body.column_filter_kwargs(), body.field
|
||
)
|
||
rows = list_opportunity_column_facet_values(
|
||
db,
|
||
tenant_no,
|
||
field=body.field,
|
||
keyword=body.keyword,
|
||
limit=body.limit if body.limit is not None else 500,
|
||
user_info=user_info,
|
||
user_id=user_id,
|
||
view_type=body.view_type,
|
||
filter_kwargs=filter_kwargs,
|
||
)
|
||
return success_response({"list": rows})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/mine")
|
||
def opportunity_mine_list(
|
||
body: OpportunityListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""我的商机列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or OpportunityListBody()
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
rows, total = list_opportunities(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
**_opp_list_kwargs(list_body, user_id, view_type="mine"),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"rows": rows,
|
||
"total": total,
|
||
"page": list_body.page,
|
||
"pageSize": list_body.pageSize,
|
||
"totalPages": opportunity_total_pages(total, list_body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/detail")
|
||
def opportunity_detail(
|
||
body: OpportunityDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
from app.models.crm_models import CrmOpportunity
|
||
|
||
row = db.query(CrmOpportunity).filter(
|
||
CrmOpportunity.id == body.id,
|
||
CrmOpportunity.del_flag == 0,
|
||
CrmOpportunity.tenant_no == tenant_no,
|
||
).first()
|
||
if not row:
|
||
return error_response(404, "商机不存在")
|
||
ensure_crm_owner_row_in_scope(db, row, user_info, tenant_no, message="无权访问该商机")
|
||
detail = get_opportunity(db, body.id, tenant_no=tenant_no)
|
||
if not detail:
|
||
return error_response(404, "商机不存在")
|
||
return success_response(detail)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/add")
|
||
def opportunity_add(
|
||
body: OpportunityCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增商机"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
row = create_opportunity(
|
||
db,
|
||
tenant_no,
|
||
body.model_dump(by_alias=False, exclude_unset=True),
|
||
user_id=user_id,
|
||
)
|
||
return success_response(row, message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/update")
|
||
def opportunity_update(
|
||
body: OpportunityUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""编辑商机"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(by_alias=False, exclude_unset=True)
|
||
oid = data.pop("id")
|
||
row = update_opportunity(db, oid, data, user_id=user_id, tenant_no=tenant_no, user_info=user_info)
|
||
return success_response(row, message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/delete")
|
||
def opportunity_delete(
|
||
body: OpportunityDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除商机（软删）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
count = soft_delete_opportunities(
|
||
db, body.ids, user_id=user_id, tenant_no=tenant_no, user_info=user_info
|
||
)
|
||
return success_response({"count": count}, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/assign")
|
||
def opportunity_assign(
|
||
body: OpportunityAssignBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""分配商机"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
count = assign_opportunities(
|
||
db,
|
||
body.ids,
|
||
body.owner_user_id,
|
||
user_id=user_id,
|
||
remark=body.remark,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response({"count": count}, message="分配成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/stage")
|
||
def opportunity_change_stage(
|
||
body: OpportunityChangeStageBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""变更商机阶段"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
row = change_stage(
|
||
db,
|
||
body.id,
|
||
body.stage,
|
||
body.stage_percent,
|
||
body.win_rate,
|
||
change_reason=body.change_reason,
|
||
remark=body.remark,
|
||
user_id=user_id,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(row, message="阶段已更新")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/win")
|
||
def opportunity_mark_won(
|
||
body: OpportunityMarkWonBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""标记赢单"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
row = mark_won(
|
||
db,
|
||
body.id,
|
||
actual_deal_date=body.actual_deal_date,
|
||
actual_amount=body.actual_amount,
|
||
remark=body.remark,
|
||
user_id=user_id,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(row, message="已标记赢单")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/lost")
|
||
def opportunity_mark_lost(
|
||
body: OpportunityMarkLostBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""标记输单"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
row = mark_lost(
|
||
db,
|
||
body.id,
|
||
body.lost_reason,
|
||
remark=body.remark,
|
||
competitor_info=body.competitor_info,
|
||
improvement=body.improvement,
|
||
user_id=user_id,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(row, message="已标记输单")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/batchUpdateStage")
|
||
def opportunity_batch_update_stage(
|
||
body: OpportunityBatchUpdateStageBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""批量变更阶段"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
result = batch_update_stage(
|
||
db,
|
||
body.ids,
|
||
body.stage,
|
||
body.stage_percent,
|
||
body.win_rate if body.win_rate is not None else body.stage_percent,
|
||
body.change_reason,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(result)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/batchUpdateExpectDate")
|
||
def opportunity_batch_update_expect_date(
|
||
body: OpportunityBatchUpdateExpectDateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""批量修改预计成交日期"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
result = batch_update_expect_date(
|
||
db,
|
||
body.ids,
|
||
body.update_type,
|
||
expect_deal_date=body.expect_deal_date,
|
||
days=body.days,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(result)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/stageLog/list")
|
||
def opportunity_stage_log_list(
|
||
body: OpportunityStageLogListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机阶段变更日志"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
logs = get_stage_log_list(db, body.opportunity_id, tenant_no=tenant_no, user_info=user_info)
|
||
return success_response(logs)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/kanban")
|
||
def opportunity_kanban(
|
||
body: OpportunityKanbanBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""看板数据"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or OpportunityKanbanBody()
|
||
list_kwargs = _opp_list_kwargs(list_body, "")
|
||
data = get_kanban_data(
|
||
db,
|
||
tenant_no,
|
||
filters={
|
||
"customer_id": list_body.customer_id,
|
||
"source": list_body.source,
|
||
"owner_user_id": list_body.owner_user_id,
|
||
"create_time_start": list_kwargs["create_time_start"],
|
||
"create_time_end": list_kwargs["create_time_end"],
|
||
},
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/statistics/overview")
|
||
def opportunity_statistics_overview(
|
||
body: OpportunityStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机统计概览"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
stat_body = body or OpportunityStatisticsBody()
|
||
data = get_statistics_overview(
|
||
db,
|
||
tenant_no,
|
||
user_info=user_info,
|
||
owner_user_id=stat_body.owner_user_id,
|
||
begin_time=stat_body.begin_time,
|
||
end_time=stat_body.end_time,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/statistics/stage")
|
||
def opportunity_statistics_stage(
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""按阶段统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
return success_response(get_statistics_by_stage(db, tenant_no, user_info=user_info))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/statistics/winRate")
|
||
def opportunity_statistics_win_rate(
|
||
body: OpportunityStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""赢单率趋势"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
stat_body = body or OpportunityStatisticsBody()
|
||
data = get_win_rate_statistics(
|
||
db,
|
||
tenant_no,
|
||
stat_type=stat_body.type or "month",
|
||
begin_time=stat_body.begin_time,
|
||
end_time=stat_body.end_time,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/statistics/owner")
|
||
def opportunity_statistics_owner(
|
||
body: OpportunityStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""按负责人统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
stat_body = body or OpportunityStatisticsBody()
|
||
data = get_statistics_by_owner(
|
||
db,
|
||
tenant_no,
|
||
begin_time=stat_body.begin_time,
|
||
end_time=stat_body.end_time,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/statistics/funnel")
|
||
def opportunity_statistics_funnel(
|
||
body: OpportunityStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""销售漏斗"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
stat_body = body or OpportunityStatisticsBody()
|
||
data = get_sales_funnel(
|
||
db,
|
||
tenant_no,
|
||
owner_user_id=stat_body.owner_user_id,
|
||
begin_time=stat_body.begin_time,
|
||
end_time=stat_body.end_time,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/follow/list")
|
||
def opportunity_follow_list(
|
||
body: OpportunityFollowListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机跟进列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, total = list_opportunity_follows(
|
||
db,
|
||
opportunity_id=body.opportunity_id,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"rows": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": opp_follow_total_pages(total, body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/follow/add")
|
||
def opportunity_follow_add(
|
||
body: OpportunityFollowCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增商机跟进"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
row = create_opportunity_follow(
|
||
db,
|
||
tenant_no,
|
||
body.model_dump(by_alias=False, exclude_unset=True),
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(row, message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/follow/update")
|
||
def opportunity_follow_update(
|
||
body: OpportunityFollowUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""编辑商机跟进"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(by_alias=False, exclude_unset=True)
|
||
fid = data.pop("id")
|
||
row = update_opportunity_follow(
|
||
db, fid, data, user_id=user_id, tenant_no=tenant_no, user_info=user_info
|
||
)
|
||
return success_response(row, message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/follow/delete")
|
||
def opportunity_follow_delete(
|
||
body: OpportunityFollowDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除商机跟进"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
count = 0
|
||
for fid in body.ids:
|
||
if soft_delete_opportunity_follow(
|
||
db, fid, user_id=user_id, tenant_no=tenant_no, user_info=user_info
|
||
):
|
||
count += 1
|
||
return success_response({"count": count}, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/follow/detail")
|
||
def opportunity_follow_detail(
|
||
body: OpportunityFollowDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机跟进详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
row = get_opportunity_follow(db, body.id, tenant_no=tenant_no, user_info=user_info)
|
||
if not row:
|
||
return error_response(404, "跟进记录不存在")
|
||
return success_response(row)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/product/list")
|
||
def opportunity_product_list(
|
||
body: OpportunityProductListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机产品列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, total = list_opportunity_products(
|
||
db,
|
||
opportunity_id=body.opportunity_id,
|
||
product_id=body.product_id,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"rows": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": opp_product_total_pages(total, body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/product/listByOpportunity")
|
||
def opportunity_product_list_by_opportunity(
|
||
body: OpportunityProductByOpportunityBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""按商机查询产品列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
opp_id = (body.opportunity_id or body.id) if body else None
|
||
if not opp_id:
|
||
return error_response(400, "缺少商机ID")
|
||
rows = list_products_by_opportunity(db, opp_id, tenant_no=tenant_no, user_info=user_info)
|
||
return success_response(rows)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/product/add")
|
||
def opportunity_product_add(
|
||
body: OpportunityProductCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增商机产品"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
row = create_opportunity_product(
|
||
db,
|
||
tenant_no,
|
||
body.model_dump(by_alias=False, exclude_unset=True),
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(row, message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/product/batchAdd")
|
||
def opportunity_product_batch_add(
|
||
body: OpportunityProductBatchAddBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""批量添加商机产品"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
product_list = [
|
||
p.model_dump(by_alias=False, exclude_unset=True)
|
||
for p in body.product_list
|
||
]
|
||
count = batch_add_opportunity_products(
|
||
db,
|
||
tenant_no,
|
||
body.opportunity_id,
|
||
product_list,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
)
|
||
return success_response({"count": count}, message="批量添加成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/product/update")
|
||
def opportunity_product_update(
|
||
body: OpportunityProductUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""编辑商机产品"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(by_alias=False, exclude_unset=True)
|
||
pid = data.pop("id")
|
||
row = update_opportunity_product(
|
||
db, pid, data, user_id=user_id, tenant_no=tenant_no, user_info=user_info
|
||
)
|
||
return success_response(row, message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/product/delete")
|
||
def opportunity_product_delete(
|
||
body: OpportunityProductDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除商机产品"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
count = soft_delete_opportunity_products(
|
||
db, body.ids, user_id=user_id, tenant_no=tenant_no, user_info=user_info
|
||
)
|
||
return success_response({"count": count}, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/product/detail")
|
||
def opportunity_product_detail(
|
||
body: OpportunityProductDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""商机产品详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
row = get_opportunity_product(db, body.id, tenant_no=tenant_no, user_info=user_info)
|
||
if not row:
|
||
return error_response(404, "商机产品不存在")
|
||
return success_response(row)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/opportunity/export")
|
||
def opportunity_export(
|
||
body: OpportunityListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出商机列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or OpportunityListBody()
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
rows, _ = list_opportunities(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
**_opp_list_kwargs(list_body, user_id),
|
||
page=1,
|
||
page_size=EXPORT_MAX_ROWS,
|
||
)
|
||
rows = _filter_export_rows_by_ids(rows, getattr(list_body, "ids", None))
|
||
export_cols = filter_export_columns(OPPORTUNITY_EXPORT_COLUMNS, getattr(list_body, "columns", None))
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="商机列表",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"商机列表_{datetime.now().strftime('%Y%m%d%H%M%S')}",
|
||
include_legacy_filename=False,
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 供方信息管理（P0，报价单前置） ─────────────────────────────
|
||
|
||
|
||
@router.post("/supplierInfo/list")
|
||
def supplier_info_list(
|
||
body: SupplierInfoListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""分页查询供方列表 — Java: CrmSupplierInfoController.list"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or SupplierInfoListBody()
|
||
rows, total = list_supplier_info(
|
||
db,
|
||
tenant_no,
|
||
user_info=user_info,
|
||
page=list_body.page,
|
||
page_size=list_body.pageSize,
|
||
supplier_name=list_body.supplier_name,
|
||
supplier_code=list_body.supplier_code,
|
||
supplier_name_in=list_body.supplier_name_in,
|
||
supplier_code_in=list_body.supplier_code_in,
|
||
status=list_body.status,
|
||
allow_toxic=list_body.allow_toxic_in,
|
||
allow_explosive=list_body.allow_explosive_in,
|
||
)
|
||
return success_response(
|
||
{
|
||
"list": rows,
|
||
"total": total,
|
||
"page": list_body.page,
|
||
"pageSize": list_body.pageSize,
|
||
"totalPages": supplier_info_total_pages(total, list_body.pageSize),
|
||
}
|
||
)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/supplierInfo/column-facet-values")
|
||
def supplier_info_column_facet_values(
|
||
body: SupplierInfoColumnFacetBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""主体危化品列表列头可选值（编码/名称去重；Excel 级联上下文）"""
|
||
try:
|
||
from app.services.crm.facet_context import facet_filter_kwargs_from_body
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
filter_kwargs = facet_filter_kwargs_from_body(body, body.field)
|
||
rows = list_supplier_column_facet_values(
|
||
db,
|
||
tenant_no,
|
||
field=body.field,
|
||
keyword=body.keyword,
|
||
limit=body.limit if body.limit is not None else 500,
|
||
user_info=user_info,
|
||
status=body.status,
|
||
filter_kwargs=filter_kwargs,
|
||
)
|
||
return success_response({"list": rows})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/supplierInfo/listAll")
|
||
def supplier_info_list_all(
|
||
body: SupplierInfoListAllBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""供方全量列表（下拉）— Java: CrmSupplierInfoController.listAll"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or SupplierInfoListAllBody()
|
||
rows = list_all_supplier_info(
|
||
db,
|
||
tenant_no,
|
||
user_info=user_info,
|
||
supplier_name=list_body.supplier_name,
|
||
supplier_code=list_body.supplier_code,
|
||
status=list_body.status,
|
||
allow_toxic=list_body.allow_toxic_in,
|
||
allow_explosive=list_body.allow_explosive_in,
|
||
)
|
||
return success_response(rows)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/supplierInfo/detail")
|
||
def supplier_info_detail(
|
||
body: SupplierInfoDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""供方详情 — Java: CrmSupplierInfoController.getInfo"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
obj = get_supplier_info(db, body.id, tenant_no=tenant_no)
|
||
if not obj:
|
||
return error_response(404, "供方信息不存在")
|
||
ensure_crm_create_by_row_in_scope(
|
||
db, obj, user_info, tenant_no, message="无权访问该供方信息"
|
||
)
|
||
return success_response(supplier_info_row_to_dict(obj))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/supplierInfo/add")
|
||
def supplier_info_add(
|
||
body: SupplierInfoCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增供方 — Java: CrmSupplierInfoController.add"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
dept_id = _user.get("dept_id", "") or _user.get("create_dept_id", "") or ""
|
||
obj = create_supplier_info(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
**body.model_dump(exclude_unset=True),
|
||
)
|
||
return success_response(supplier_info_row_to_dict(obj), message="新增成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/supplierInfo/update")
|
||
def supplier_info_update(
|
||
body: SupplierInfoUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""修改供方 — Java: CrmSupplierInfoController.edit"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
supplier_id = data.pop("id")
|
||
obj = update_supplier_info(
|
||
db,
|
||
supplier_id,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
**data,
|
||
)
|
||
return success_response(supplier_info_row_to_dict(obj), message="修改成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/supplierInfo/delete")
|
||
def supplier_info_delete(
|
||
body: SupplierInfoDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除供方 — Java: CrmSupplierInfoController.remove"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
ids_to_delete: List[str] = []
|
||
if body.ids:
|
||
ids_to_delete = body.ids
|
||
elif body.id:
|
||
ids_to_delete = [body.id]
|
||
else:
|
||
return error_response(400, "请传入 id 或 ids")
|
||
|
||
for sid in ids_to_delete:
|
||
soft_delete_supplier_info(db, sid, tenant_no=tenant_no, user_id=user_id)
|
||
|
||
return success_response(None, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/supplierInfo/export")
|
||
def supplier_info_export(
|
||
body: SupplierInfoListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出供方列表 — Java: CrmSupplierInfoController.export"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
list_body = body or SupplierInfoListBody()
|
||
rows, _ = list_supplier_info(
|
||
db,
|
||
tenant_no,
|
||
user_info=user_info,
|
||
page=1,
|
||
page_size=EXPORT_MAX_ROWS,
|
||
supplier_name=list_body.supplier_name,
|
||
supplier_code=list_body.supplier_code,
|
||
supplier_name_in=list_body.supplier_name_in,
|
||
supplier_code_in=list_body.supplier_code_in,
|
||
status=list_body.status,
|
||
allow_toxic=list_body.allow_toxic_in,
|
||
allow_explosive=list_body.allow_explosive_in,
|
||
)
|
||
rows = _filter_export_rows_by_ids(rows, getattr(list_body, "ids", None))
|
||
export_cols = filter_export_columns(SUPPLIER_INFO_EXPORT_COLUMNS, getattr(list_body, "columns", None))
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="供方信息",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"供方信息_{datetime.now().strftime('%Y%m%d%H%M%S')}",
|
||
include_legacy_filename=False,
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 客户开票信息 ──────────────────────────────────────────────────
|
||
|
||
|
||
def _invoice_info_by_customer_impl(
|
||
body: InvoiceInfoByCustomerBody,
|
||
_user: dict,
|
||
db: Session,
|
||
):
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows = list_invoice_info_by_customer(
|
||
db, tenant_no, body.customer_id, user_info=user_info
|
||
)
|
||
return success_response(rows)
|
||
|
||
|
||
@router.post("/invoice-info/list")
|
||
def invoice_info_list(
|
||
body: InvoiceInfoByCustomerBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""按客户ID查询开票信息（与 by-customer 等价）"""
|
||
try:
|
||
return _invoice_info_by_customer_impl(body, _user, db)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/invoice-info/by-customer")
|
||
def invoice_info_by_customer(
|
||
body: InvoiceInfoByCustomerBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""按客户ID查询开票信息"""
|
||
try:
|
||
return _invoice_info_by_customer_impl(body, _user, db)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/invoice-info/add")
|
||
def invoice_info_add(
|
||
body: InvoiceInfoCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增开票信息"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
obj = create_invoice_info(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
**body.model_dump(exclude_unset=True),
|
||
)
|
||
return success_response(invoice_info_row_to_dict(obj), message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/invoice-info/update")
|
||
def invoice_info_update(
|
||
body: InvoiceInfoUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""更新开票信息"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
invoice_id = data.pop("id")
|
||
obj = update_invoice_info(
|
||
db,
|
||
invoice_id,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
**data,
|
||
)
|
||
return success_response(invoice_info_row_to_dict(obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/invoice-info/delete")
|
||
def invoice_info_delete(
|
||
body: InvoiceInfoDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除开票信息"""
|
||
try:
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
ids = body.ids or []
|
||
if body.id:
|
||
ids.append(body.id)
|
||
if not ids:
|
||
return error_response(400, "缺少开票信息ID")
|
||
for iid in ids:
|
||
soft_delete_invoice_info(db, iid, user_id=user_id)
|
||
return success_response(None, message="删除成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/invoice-info/set-default")
|
||
def invoice_info_set_default(
|
||
body: InvoiceInfoSetDefaultBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""设置默认开票信息"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
obj = set_default_invoice_info(
|
||
db,
|
||
body.id,
|
||
body.customer_id,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
)
|
||
return success_response(invoice_info_row_to_dict(obj), message="设置成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 线索管理 ──────────────────────────────────────────────────
|
||
|
||
|
||
@router.post("/clue/list")
|
||
def clue_list(
|
||
body: ClueListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
|
||
rows, total = list_clues(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
**body.to_list_kwargs(),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": clue_total_pages(total, body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/column-facet-values")
|
||
def clue_column_facet_values(
|
||
body: ClueColumnFacetBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索列表列头可选值（名称/公司去重；Excel 级联上下文）"""
|
||
try:
|
||
from app.services.crm.facet_context import clear_facet_field_kwargs
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
filter_kwargs = clear_facet_field_kwargs(
|
||
body.column_filter_kwargs(), body.field
|
||
)
|
||
rows = list_clue_column_facet_values(
|
||
db,
|
||
tenant_no,
|
||
field=body.field,
|
||
keyword=body.keyword,
|
||
limit=body.limit if body.limit is not None else 500,
|
||
user_info=user_info,
|
||
user_id=user_id,
|
||
view_type=body.view_type,
|
||
view_mode=body.view_mode,
|
||
filter_kwargs=filter_kwargs,
|
||
)
|
||
return success_response({"list": rows})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/detail")
|
||
def clue_detail(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
clue_id = body.get("id")
|
||
if not clue_id:
|
||
return error_response(400, "缺少线索ID")
|
||
user_info = crm_user_info(_user)
|
||
row = get_clue(db, clue_id)
|
||
if not row or row.tenant_no != tenant_no:
|
||
return error_response(404, "线索不存在")
|
||
ensure_crm_owner_row_in_scope(db, row, user_info, tenant_no, message="无权访问该线索")
|
||
detail = clue_row_to_dict(row)
|
||
enrich_clue_user_names(db, [detail])
|
||
return success_response(detail)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/add")
|
||
def clue_create(
|
||
body: ClueCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增线索"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
obj = create_clue(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
data=body.model_dump(by_alias=False, exclude_unset=True),
|
||
user_id=user_id,
|
||
)
|
||
return success_response(clue_row_to_dict(obj), message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/update")
|
||
def clue_update(
|
||
body: ClueUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""编辑线索"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
clue_id = body.id
|
||
data = body.model_dump(by_alias=False, exclude_unset=True)
|
||
data.pop("id", None)
|
||
obj = update_clue(db, clue_id, data, user_id, tenant_no=tenant_no, user_info=user_info)
|
||
return success_response(clue_row_to_dict(obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/delete")
|
||
def clue_delete(
|
||
body: ClueDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除线索（支持批量）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
success_ids = []
|
||
fail_items = []
|
||
for cid in body.ids:
|
||
try:
|
||
soft_delete_clue(db, cid, user_id=user_id, tenant_no=tenant_no, user_info=user_info)
|
||
success_ids.append(cid)
|
||
except ValueError as e:
|
||
fail_items.append({"id": cid, "reason": str(e)})
|
||
result = {
|
||
"successCount": len(success_ids),
|
||
"failCount": len(fail_items),
|
||
"failItems": fail_items,
|
||
}
|
||
if not success_ids and fail_items:
|
||
return error_response(400, fail_items[0]["reason"], data=result)
|
||
return success_response(result, message=f"删除完成，成功{len(success_ids)}个")
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/assign")
|
||
def clue_assign(
|
||
body: ClueAssignBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""分配线索"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
count = assign_clues(
|
||
db,
|
||
body.ids,
|
||
body.owner_user_id,
|
||
"",
|
||
current_user_id=user_id,
|
||
remark=body.remark,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response({"count": count}, message=f"分配成功{count}条")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/convert")
|
||
def clue_convert(
|
||
body: ClueConvertBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索转化"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
customer_data = body.model_dump(by_alias=False, exclude_unset=True)
|
||
customer_data.pop("id", None)
|
||
result = convert_clue(
|
||
db,
|
||
body.id,
|
||
customer_data,
|
||
current_user_id=user_id,
|
||
tenant_no=tenant_no,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(result, message="转化成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/checkConvert")
|
||
def clue_check_convert(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""检查线索是否可转化"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
clue_id = body.get("id")
|
||
if not clue_id:
|
||
return error_response(400, "缺少线索ID")
|
||
result = check_convert(db, clue_id, tenant_no=tenant_no)
|
||
return success_response(result)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/updateStatus")
|
||
def clue_update_status(
|
||
body: ClueStatusBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""更新线索状态"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
obj = update_clue_status(
|
||
db, body.id, body.status, user_id, tenant_no=tenant_no, user_info=user_info
|
||
)
|
||
return success_response(clue_row_to_dict(obj), message="状态更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/invalid")
|
||
def clue_invalid(
|
||
body: ClueInvalidBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索标记无效"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
id_list = list(body.ids or [])
|
||
if body.id:
|
||
id_list.append(body.id)
|
||
id_list = list(dict.fromkeys(id_list))
|
||
if not id_list:
|
||
return error_response(400, "缺少线索ID")
|
||
results = []
|
||
for cid in id_list:
|
||
obj = invalid_clue(
|
||
db, cid, user_id, remark=body.remark, tenant_no=tenant_no, user_info=user_info
|
||
)
|
||
results.append(clue_row_to_dict(obj))
|
||
data = results[0] if len(results) == 1 else {"list": results, "count": len(results)}
|
||
return success_response(data, message="标记无效成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/updateLevel")
|
||
def clue_update_level(
|
||
body: ClueLevelBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""批量更新线索级别"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
count = update_clue_level(
|
||
db, body.ids, body.level, user_id, tenant_no=tenant_no, user_info=user_info
|
||
)
|
||
return success_response({"count": count}, message=f"更新成功{count}条")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/mine")
|
||
def clue_mine(
|
||
body: ClueListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""我的线索"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
|
||
rows, total = list_clues(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
**body.to_list_kwargs(),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": clue_total_pages(total, body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/toFollow")
|
||
def clue_to_follow(
|
||
body: ClueListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""待跟进线索"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
|
||
rows, total = list_clues(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
**body.to_list_kwargs(),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": clue_total_pages(total, body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/todayNew")
|
||
def clue_today_new(
|
||
body: ClueListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""今日新增线索"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
|
||
rows, total = list_clues(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
**body.to_list_kwargs(),
|
||
)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": clue_total_pages(total, body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/parkAreaList")
|
||
def clue_park_area_list(
|
||
body: dict = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索所在园区列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
rows = get_clue_park_area_list(db, tenant_no)
|
||
return success_response(rows)
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/follow/list")
|
||
def clue_follow_list(
|
||
body: ClueFollowListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索跟进记录列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, total = list_clue_follows(
|
||
db,
|
||
body.clue_id,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
user_info=user_info,
|
||
tenant_no=tenant_no,
|
||
)
|
||
enrich_clue_user_names(db, rows)
|
||
return success_response({
|
||
"list": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": clue_follow_total_pages(total, body.pageSize),
|
||
})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/follow/add")
|
||
def clue_follow_create(
|
||
body: ClueFollowCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增线索跟进记录"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
user_name = (
|
||
_user.get("real_name", "")
|
||
or _user.get("nick_name", "")
|
||
or _user.get("user_name", "")
|
||
or _user.get("username", "")
|
||
)
|
||
result = create_clue_follow(
|
||
db,
|
||
tenant_no,
|
||
body,
|
||
user_id,
|
||
user_name,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(result, message="跟进记录创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/follow/delete")
|
||
def clue_follow_delete(
|
||
body: ClueFollowDeleteBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""删除线索跟进记录（支持批量）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
success_ids = []
|
||
fail_items = []
|
||
for fid in body.ids:
|
||
try:
|
||
ok = delete_clue_follow(db, fid, user_info=user_info, tenant_no=tenant_no)
|
||
if ok:
|
||
success_ids.append(fid)
|
||
else:
|
||
fail_items.append({"id": fid, "reason": "记录不存在"})
|
||
except ValueError as e:
|
||
fail_items.append({"id": fid, "reason": str(e)})
|
||
result = {
|
||
"successCount": len(success_ids),
|
||
"failCount": len(fail_items),
|
||
"failItems": fail_items,
|
||
}
|
||
return success_response(result, message=f"删除完成，成功{len(success_ids)}个")
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/follow/statistics")
|
||
def clue_follow_statistics(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索跟进统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
clue_id = body.get("clueId")
|
||
if not clue_id:
|
||
return error_response(400, "缺少线索ID")
|
||
result = get_clue_follow_statistics(
|
||
db, clue_id, user_info=user_info, tenant_no=tenant_no
|
||
)
|
||
return success_response(result)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 线索 Phase B：导入导出 / 查重 / 统计 / 跟进详情 ──
|
||
|
||
|
||
_CLUE_IMPORT_HEADERS = [
|
||
"线索姓名",
|
||
"手机号",
|
||
"固定电话",
|
||
"公司名称",
|
||
"客户类型",
|
||
"邮箱",
|
||
"职位",
|
||
"线索来源",
|
||
"线索等级",
|
||
"所属行业",
|
||
"所在园区",
|
||
"省",
|
||
"市",
|
||
"区",
|
||
"详细地址",
|
||
"客户网站",
|
||
"意向产品",
|
||
"备注",
|
||
]
|
||
|
||
_CLUE_IMPORT_FIELDS = [
|
||
"clue_name",
|
||
"mobile",
|
||
"telephone",
|
||
"company",
|
||
"customer_type",
|
||
"email",
|
||
"position",
|
||
"source",
|
||
"level",
|
||
"industry",
|
||
"park_area",
|
||
"province",
|
||
"city",
|
||
"district",
|
||
"address",
|
||
"website",
|
||
"intent_products",
|
||
"remark",
|
||
]
|
||
|
||
|
||
@router.post("/clue/export")
|
||
def clue_export(
|
||
body: ClueListBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""导出线索列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
list_body = body or ClueListBody()
|
||
rows, _ = list_clues(
|
||
db,
|
||
tenant_no,
|
||
user_id,
|
||
user_info=user_info,
|
||
page=1,
|
||
page_size=EXPORT_MAX_ROWS,
|
||
max_page_size=EXPORT_MAX_ROWS,
|
||
**list_body.to_list_kwargs(),
|
||
)
|
||
date_str = datetime.now().strftime("%Y%m%d")
|
||
rows = _filter_export_rows_by_ids(rows, getattr(list_body, "ids", None))
|
||
export_cols = filter_export_columns(CLUE_EXPORT_COLUMNS, getattr(list_body, "columns", None))
|
||
return export_rows_to_xlsx_response(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
sheet_title="线索列表",
|
||
columns=export_cols,
|
||
rows=rows,
|
||
filename_stem=f"线索列表_{date_str}",
|
||
)
|
||
except ExportValidationError as e:
|
||
return error_response(400, str(e))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/importTemplate")
|
||
def clue_import_template(
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
):
|
||
"""下载线索导入模板"""
|
||
try:
|
||
from fastapi.responses import StreamingResponse
|
||
from openpyxl import Workbook
|
||
|
||
wb = Workbook()
|
||
ws = wb.active
|
||
ws.title = "线索导入模板"
|
||
ws.append(_CLUE_IMPORT_HEADERS)
|
||
ws.append([
|
||
"张三", "13800138000", "", "示例公司有限公司", "company", "zhangsan@example.com",
|
||
"技术总监", "website", "A", "互联网", "杭州高新技术产业开发区",
|
||
"浙江省", "杭州市", "西湖区", "文三路xxx号", "https://www.example.com",
|
||
"产品A,产品B", "这是一条示例数据，请参考填写",
|
||
])
|
||
|
||
output = io.BytesIO()
|
||
wb.save(output)
|
||
output.seek(0)
|
||
filename = quote("线索导入模板.xlsx")
|
||
return StreamingResponse(
|
||
output,
|
||
media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
|
||
headers={
|
||
"Content-Disposition": f"attachment; filename={filename}; filename*=UTF-8''{filename}"
|
||
},
|
||
)
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/import")
|
||
def clue_import(
|
||
file: UploadFile = File(...),
|
||
updateSupport: bool = Form(False),
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""Excel 导入线索"""
|
||
try:
|
||
from openpyxl import load_workbook
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
|
||
content = file.file.read()
|
||
wb = load_workbook(io.BytesIO(content), read_only=True)
|
||
ws = wb.active
|
||
all_rows = list(ws.iter_rows(values_only=True))
|
||
wb.close()
|
||
if len(all_rows) < 2:
|
||
return error_response(400, "导入数据为空，请检查文件格式")
|
||
|
||
header_row = [str(c).strip() if c is not None else "" for c in all_rows[0]]
|
||
field_map = {}
|
||
for idx, header in enumerate(header_row):
|
||
if header in _CLUE_IMPORT_HEADERS:
|
||
field_map[idx] = _CLUE_IMPORT_FIELDS[_CLUE_IMPORT_HEADERS.index(header)]
|
||
|
||
parsed_rows: List[Dict[str, Any]] = []
|
||
for row in all_rows[1:]:
|
||
if not row or all(cell is None or str(cell).strip() == "" for cell in row):
|
||
continue
|
||
item: Dict[str, Any] = {}
|
||
for idx, field in field_map.items():
|
||
val = row[idx] if idx < len(row) else None
|
||
item[field] = str(val).strip() if val is not None else ""
|
||
parsed_rows.append(item)
|
||
|
||
result = import_clues(
|
||
db,
|
||
tenant_no,
|
||
parsed_rows,
|
||
user_id=user_id,
|
||
update_support=updateSupport,
|
||
)
|
||
return success_response(result, message=result.get("message", "导入完成"))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/checkDuplicate")
|
||
def clue_check_duplicate(
|
||
body: dict = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索重复检测"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
payload = body or {}
|
||
duplicates = check_duplicate_clue(
|
||
db,
|
||
tenant_no,
|
||
mobile=payload.get("mobile"),
|
||
company=payload.get("company"),
|
||
exclude_id=payload.get("excludeId"),
|
||
)
|
||
return success_response({"duplicates": duplicates, "isDuplicate": len(duplicates) > 0})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/follow/detail")
|
||
def clue_follow_detail(
|
||
body: dict,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索跟进记录详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
follow_id = body.get("id")
|
||
if not follow_id:
|
||
return error_response(400, "缺少跟进记录ID")
|
||
detail = get_clue_follow(db, follow_id, user_info=user_info, tenant_no=tenant_no)
|
||
if not detail:
|
||
return error_response(404, "跟进记录不存在")
|
||
enrich_clue_user_names(db, [detail])
|
||
return success_response(detail)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/follow/update")
|
||
def clue_follow_update(
|
||
body: ClueFollowUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""更新线索跟进记录"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
result = update_clue_follow(
|
||
db, body.id, body, user_id, user_info=user_info, tenant_no=tenant_no
|
||
)
|
||
return success_response(result, message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/statistics/overview")
|
||
def clue_statistics_overview(
|
||
body: ClueStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索统计概览"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
payload = body or ClueStatisticsBody()
|
||
data = get_clue_overview_statistics(
|
||
db,
|
||
tenant_no,
|
||
user_info=user_info,
|
||
user_id=user_id,
|
||
owner_user_id=payload.owner_user_id,
|
||
begin_time=payload.begin_time,
|
||
end_time=payload.end_time,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/statistics/source")
|
||
def clue_statistics_source(
|
||
body: ClueStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索来源统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
payload = body or ClueStatisticsBody()
|
||
data = get_clue_source_statistics(
|
||
db,
|
||
tenant_no,
|
||
begin_time=payload.begin_time,
|
||
end_time=payload.end_time,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/statistics/level")
|
||
def clue_statistics_level(
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索等级分布"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
data = get_clue_level_statistics(db, tenant_no, user_info=user_info)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/statistics/trend")
|
||
def clue_statistics_trend(
|
||
body: ClueStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""线索转化趋势"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
payload = body or ClueStatisticsBody()
|
||
time_unit = payload.time_unit or payload.type or "day"
|
||
data = get_clue_trend_statistics(
|
||
db,
|
||
tenant_no,
|
||
user_info=user_info,
|
||
begin_time=payload.begin_time,
|
||
end_time=payload.end_time,
|
||
time_unit=time_unit,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/clue/statistics/owner")
|
||
def clue_statistics_owner(
|
||
body: ClueStatisticsBody = None,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""负责人线索统计"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
payload = body or ClueStatisticsBody()
|
||
data = get_clue_owner_statistics(
|
||
db,
|
||
tenant_no,
|
||
begin_time=payload.begin_time,
|
||
end_time=payload.end_time,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(data)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
# ── 调价函管理 ────────────────────────────────────────────────
|
||
|
||
from app.crud.crm.price_letter import (
|
||
_row_to_dict as price_letter_row_to_dict,
|
||
create_price_letter,
|
||
get_price_letter,
|
||
list_price_letter_column_facet_values,
|
||
list_price_letters,
|
||
total_pages as price_letter_total_pages,
|
||
update_price_letter,
|
||
void_price_letter,
|
||
)
|
||
from app.schemas.crm.price_letter import (
|
||
PriceLetterColumnFacetBody,
|
||
PriceLetterCreateBody,
|
||
PriceLetterDetailBody,
|
||
PriceLetterListBody,
|
||
PriceLetterUpdateBody,
|
||
PriceLetterVoidBody,
|
||
)
|
||
|
||
|
||
@router.post("/price-letters/list")
|
||
def price_letter_list(
|
||
body: PriceLetterListBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""分页查询调价函列表"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
rows, total = list_price_letters(
|
||
db,
|
||
tenant_no,
|
||
page=body.page,
|
||
page_size=body.pageSize,
|
||
user_info=user_info,
|
||
**body.to_list_kwargs(),
|
||
)
|
||
tp = price_letter_total_pages(total, body.pageSize)
|
||
return success_response(
|
||
{
|
||
"list": rows,
|
||
"total": total,
|
||
"page": body.page,
|
||
"pageSize": body.pageSize,
|
||
"totalPages": tp,
|
||
}
|
||
)
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/price-letters/column-facet-values")
|
||
def price_letter_column_facet_values(
|
||
body: PriceLetterColumnFacetBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""调价函列表列头可选值（客户/产品去重；Excel 级联上下文）"""
|
||
try:
|
||
from app.services.crm.facet_context import facet_filter_kwargs_from_body
|
||
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
filter_kwargs = facet_filter_kwargs_from_body(body, body.field)
|
||
rows = list_price_letter_column_facet_values(
|
||
db,
|
||
tenant_no,
|
||
field=body.field,
|
||
keyword=body.keyword,
|
||
limit=body.limit if body.limit is not None else 500,
|
||
user_info=user_info,
|
||
filter_kwargs=filter_kwargs,
|
||
)
|
||
return success_response({"list": rows})
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/price-letters/detail")
|
||
def price_letter_detail(
|
||
body: PriceLetterDetailBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""调价函详情"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
obj = get_price_letter(db, body.id)
|
||
if not obj or obj.tenant_no != tenant_no:
|
||
return error_response(404, "调价函不存在")
|
||
ensure_crm_create_by_row_in_scope(db, obj, user_info, tenant_no, message="无权访问该调价函")
|
||
return success_response(price_letter_row_to_dict(obj))
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/price-letters/add")
|
||
@oper_log(title="调价函管理", business_type=1)
|
||
def price_letter_add(
|
||
body: PriceLetterCreateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""新增调价函"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
dept_id = _user.get("dept_id", "") or _user.get("create_dept_id", "") or ""
|
||
kwargs = body.model_dump(exclude_unset=True)
|
||
obj = create_price_letter(
|
||
db,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
dept_id=dept_id,
|
||
**kwargs,
|
||
)
|
||
return success_response(price_letter_row_to_dict(obj), message="创建成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/price-letters/update")
|
||
@oper_log(title="调价函管理", business_type=2)
|
||
def price_letter_update(
|
||
body: PriceLetterUpdateBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""编辑调价函"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
data = body.model_dump(exclude_unset=True)
|
||
letter_id = data.pop("id", None)
|
||
if not letter_id:
|
||
return error_response(400, "缺少调价函ID")
|
||
obj = update_price_letter(
|
||
db,
|
||
letter_id,
|
||
tenant_no=tenant_no,
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
**data,
|
||
)
|
||
return success_response(price_letter_row_to_dict(obj), message="更新成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
@router.post("/price-letters/void")
|
||
@oper_log(title="调价函管理", business_type=2)
|
||
def price_letter_void(
|
||
body: PriceLetterVoidBody,
|
||
_user: dict = Depends(require_admin_or_super_admin),
|
||
db: Session = Depends(get_db),
|
||
):
|
||
"""作废调价函（不可删除）"""
|
||
try:
|
||
tenant_no = get_tenant_no(db, _user)
|
||
user_info = crm_user_info(_user)
|
||
user_id = _user.get("user_id", "") or _user.get("id", "")
|
||
obj = void_price_letter(
|
||
db,
|
||
body.id,
|
||
tenant_no=tenant_no,
|
||
invalid_reason=body.invalid_reason,
|
||
remark=body.remark or "",
|
||
user_id=user_id,
|
||
user_info=user_info,
|
||
)
|
||
return success_response(price_letter_row_to_dict(obj), message="作废成功")
|
||
except ValueError as e:
|
||
return error_response(400, str(e))
|
||
except Exception as e:
|
||
return error_response(500, str(e))
|
||
|
||
|
||
from app.api.crm_quote_routes import register_quote_routes
|
||
from app.api.crm_contract_routes import register_contract_routes
|
||
from app.api.crm_contract_sub_routes import register_contract_sub_routes
|
||
|
||
register_quote_routes(router)
|
||
register_contract_routes(router)
|
||
register_contract_sub_routes(router)
|