250 lines
7.9 KiB
Python
250 lines
7.9 KiB
Python
"""CRM 客户跟进记录 CRUD"""
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from __future__ import annotations
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import math
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from datetime import datetime
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from typing import Any, Dict, List, Optional, Tuple
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from sqlalchemy import func, or_
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from sqlalchemy.orm import Session
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from app.core.delete_guard import assert_row_deletable_by_creator
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from app.core.utils import generate_uuid
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from app.crud.crm.customer import _resolve_user_display_name, get_customer, _ensure_customer_in_scope
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from app.models.crm_models import CrmCustomerFollow
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from app.crud.crm.data_scope_helpers import apply_crm_create_by_scope, ensure_crm_create_by_row_in_scope
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def total_pages(total: int, page_size: int) -> int:
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if page_size <= 0:
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return 0
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return math.ceil(total / page_size)
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_FMT = "%Y-%m-%d %H:%M:%S"
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def _enrich_follow_dict(db: Session, item: Dict[str, Any]) -> Dict[str, Any]:
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if not item.get("ownerUserName"):
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uid = item.get("ownerUserId") or item.get("createBy")
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if uid:
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item["ownerUserName"] = _resolve_user_display_name(db, uid)
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item["createByName"] = item.get("ownerUserName") or ""
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return item
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def _row_to_dict(row: CrmCustomerFollow) -> Dict[str, Any]:
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return {
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"id": row.id,
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"customerId": row.customer_id or "",
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"customerName": row.customer_name or "",
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"contactId": row.contact_id or "",
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"contactName": row.contact_name or "",
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"followType": row.follow_type or "",
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"followContent": row.follow_content or "",
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"followTime": row.follow_time.strftime(_FMT) if row.follow_time else "",
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"nextTime": row.next_time.strftime(_FMT) if row.next_time else "",
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"attachment": row.attachment or "",
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"ownerUserId": row.owner_user_id or "",
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"ownerUserName": row.owner_user_name or "",
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"orderNum": row.order_num if row.order_num is not None else 0,
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"remark": row.remark or "",
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"createBy": row.create_by or "",
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"createByName": row.owner_user_name or "",
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"createTime": row.create_time.strftime(_FMT) if row.create_time else "",
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"updateBy": row.update_by or "",
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"updateTime": row.update_time.strftime(_FMT) if row.update_time else "",
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}
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def list_follows(
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db: Session,
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tenant_no: str,
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*,
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page: int = 1,
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page_size: int = 10,
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keyword: str = None,
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customer_id: str = None,
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follow_type: str = None,
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owner_user_id: str = None,
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follow_time_start: str = None,
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follow_time_end: str = None,
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user_info=None,
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) -> Tuple[List[Dict[str, Any]], int]:
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q = db.query(CrmCustomerFollow).filter(
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CrmCustomerFollow.tenant_no == tenant_no,
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CrmCustomerFollow.del_flag == 0,
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)
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kw = (keyword or "").strip()
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if kw:
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like = f"%{kw}%"
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q = q.filter(
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or_(
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CrmCustomerFollow.customer_name.like(like),
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CrmCustomerFollow.follow_content.like(like),
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CrmCustomerFollow.contact_name.like(like),
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)
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)
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if customer_id:
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q = q.filter(CrmCustomerFollow.customer_id == customer_id)
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if follow_type:
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q = q.filter(CrmCustomerFollow.follow_type == follow_type)
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if owner_user_id:
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q = q.filter(CrmCustomerFollow.owner_user_id == owner_user_id)
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if follow_time_start:
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q = q.filter(CrmCustomerFollow.follow_time >= follow_time_start)
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if follow_time_end:
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q = q.filter(CrmCustomerFollow.follow_time <= follow_time_end)
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if user_info:
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q = apply_crm_create_by_scope(q, CrmCustomerFollow, user_info, db, tenant_no)
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total = q.order_by(None).with_entities(func.count(CrmCustomerFollow.id)).scalar() or 0
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page = max(1, page)
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page_size = min(max(1, page_size), 500)
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rows = (
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q.order_by(CrmCustomerFollow.follow_time.desc(), CrmCustomerFollow.create_time.desc())
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.offset((page - 1) * page_size)
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.limit(page_size)
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.all()
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)
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return [_enrich_follow_dict(db, _row_to_dict(r)) for r in rows], int(total)
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def list_follows_by_customer(
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db: Session,
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tenant_no: str,
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customer_id: str,
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user_info=None,
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) -> List[Dict[str, Any]]:
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cust = get_customer(db, customer_id)
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if not cust or cust.tenant_no != tenant_no:
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return []
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_ensure_customer_in_scope(db, cust, user_info, tenant_no)
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rows = (
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db.query(CrmCustomerFollow)
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.filter(
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CrmCustomerFollow.tenant_no == tenant_no,
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CrmCustomerFollow.customer_id == customer_id,
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CrmCustomerFollow.del_flag == 0,
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)
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.order_by(CrmCustomerFollow.follow_time.desc())
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.all()
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)
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return [_enrich_follow_dict(db, _row_to_dict(r)) for r in rows]
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def get_follow(db: Session, follow_id: str) -> Optional[CrmCustomerFollow]:
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return (
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db.query(CrmCustomerFollow)
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.filter(
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CrmCustomerFollow.id == follow_id,
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CrmCustomerFollow.del_flag == 0,
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)
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.first()
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)
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def create_follow(
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db: Session,
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*,
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tenant_no: str,
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user_id: str = None,
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user_name: str = None,
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dept_id: str = "",
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user_info=None,
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**kwargs,
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) -> CrmCustomerFollow:
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customer_id = kwargs.get("customer_id")
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customer_name = kwargs.get("customer_name")
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if customer_id:
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cust = get_customer(db, customer_id)
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if not cust or cust.tenant_no != tenant_no:
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raise ValueError("客户不存在")
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_ensure_customer_in_scope(db, cust, user_info, tenant_no)
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if not customer_name:
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customer_name = cust.customer_name
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follow_time = kwargs.get("follow_time") or datetime.now()
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obj = CrmCustomerFollow(
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id=generate_uuid(),
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customer_id=customer_id,
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customer_name=customer_name or "",
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contact_id=kwargs.get("contact_id"),
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contact_name=kwargs.get("contact_name"),
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follow_type=kwargs.get("follow_type"),
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follow_content=kwargs.get("follow_content"),
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follow_time=follow_time,
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next_time=kwargs.get("next_time"),
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attachment=kwargs.get("attachment"),
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owner_user_id=user_id,
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owner_user_name=user_name or "",
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tenant_no=tenant_no,
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order_num=kwargs.get("order_num"),
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remark=kwargs.get("remark"),
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create_by=user_id,
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create_dept_id=dept_id,
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del_flag=0,
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)
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db.add(obj)
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db.commit()
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db.refresh(obj)
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if customer_id:
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from app.crud.crm.customer import update_follow_stats
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update_follow_stats(db, customer_id, follow_time=follow_time, next_time=kwargs.get("next_time"))
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return obj
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def update_follow(
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db: Session,
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follow_id: str,
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*,
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user_id: str = None,
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user_info=None,
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tenant_no: str = None,
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**kwargs,
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) -> CrmCustomerFollow:
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obj = get_follow(db, follow_id)
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if not obj:
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raise ValueError("跟进记录不存在")
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if tenant_no and obj.tenant_no != tenant_no:
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raise ValueError("跟进记录不存在")
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ensure_crm_create_by_row_in_scope(db, obj, user_info, obj.tenant_no, message="无权访问该跟进记录")
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_updatable = (
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"contact_id", "contact_name", "follow_type", "follow_content",
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"follow_time", "next_time", "attachment", "order_num", "remark",
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)
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for field in _updatable:
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if field in kwargs and kwargs[field] is not None:
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setattr(obj, field, kwargs[field])
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obj.update_by = user_id
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obj.update_time = datetime.now()
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db.commit()
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db.refresh(obj)
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return obj
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def soft_delete_follow(
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db: Session, follow_id: str, user_id: str = None, user_info=None, tenant_no: str = None
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) -> bool:
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obj = get_follow(db, follow_id)
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if not obj:
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raise ValueError("跟进记录不存在")
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if tenant_no and obj.tenant_no != tenant_no:
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raise ValueError("跟进记录不存在")
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ensure_crm_create_by_row_in_scope(db, obj, user_info, obj.tenant_no, message="无权访问该跟进记录")
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assert_row_deletable_by_creator(obj, user_info, user_id=user_id)
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obj.del_flag = 1
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obj.update_by = user_id
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obj.update_time = datetime.now()
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db.commit()
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return True
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