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- """CRM 管理接口(产品分类 + 产品 + Excel 导入导出)"""
- from __future__ import annotations
- import io
- from datetime import datetime
- from typing import Any, Dict, List
- from urllib.parse import quote
- from fastapi import APIRouter, Depends, File, Form, UploadFile
- from sqlalchemy import or_
- from sqlalchemy.orm import Session
- from app.core.database import get_db
- from app.core.menu_guard import require_admin_or_super_admin
- from app.core.oper_log_decorator import oper_log
- from app.core.response import error_response, success_response
- from app.core.tenant_context import get_tenant_no
- from app.crud.crm.data_scope_helpers import (
- crm_user_info,
- ensure_crm_create_by_row_in_scope,
- ensure_crm_contact_row_in_scope,
- ensure_crm_customer_linked_row_in_scope,
- ensure_crm_owner_row_in_scope,
- )
- from app.utils.crm_export_columns import (
- CLUE_EXPORT_COLUMNS,
- CONTACT_EXPORT_COLUMNS,
- CUSTOMER_EXPORT_COLUMNS,
- CUSTOMER_FOLLOW_EXPORT_COLUMNS,
- OPPORTUNITY_EXPORT_COLUMNS,
- PRODUCT_EXPORT_COLUMNS,
- SUPPLIER_INFO_EXPORT_COLUMNS,
- )
- from app.utils.excel_export import export_rows_to_xlsx_response
- from app.crud.crm.product import (
- _category_row_to_dict,
- create_category,
- create_product,
- get_category,
- get_product,
- list_categories,
- list_category_tree,
- list_product_options,
- list_products,
- product_no_exists,
- product_to_dict,
- soft_delete_category,
- soft_delete_product,
- total_pages,
- update_category,
- update_product,
- )
- from app.schemas.crm.product import (
- CategoryDeleteBody,
- ProductCategoryCreateBody,
- ProductCategoryTreeBody,
- ProductCategoryUpdateBody,
- ProductCreateBody,
- ProductDeleteBody,
- ProductDetailBody,
- ProductListBody,
- ProductOptionsBody,
- ProductUpdateBody,
- ProductUpdateStatusBody,
- )
- from app.crud.crm.customer import (
- _row_to_dict as customer_row_to_dict,
- _enrich_user_names as enrich_customer_user_names,
- assign_customer,
- batch_claim_customers,
- check_duplicate_customer,
- claim_customer,
- create_customer,
- customer_name_exists,
- deal_customer,
- generate_customer_no,
- get_customer,
- get_park_area_list,
- into_pool,
- list_customer_options,
- list_customers,
- list_pool_customers,
- soft_delete_customer,
- total_pages as customer_total_pages,
- transfer_customer,
- update_customer,
- )
- from app.crud.crm.contact import (
- _row_to_dict as contact_row_to_dict,
- create_contact,
- get_contact,
- list_contacts,
- list_contacts_by_customer,
- set_primary_contact,
- soft_delete_contact,
- total_pages as contact_total_pages,
- update_contact,
- )
- from app.crud.crm.invoice_info import (
- _row_to_dict as invoice_info_row_to_dict,
- create_invoice_info,
- list_invoice_info_by_customer,
- set_default_invoice_info,
- soft_delete_invoice_info,
- update_invoice_info,
- )
- from app.crud.crm.supplier_info import (
- _row_to_dict as supplier_info_row_to_dict,
- create_supplier_info,
- get_supplier_info,
- list_all_supplier_info,
- list_supplier_info,
- soft_delete_supplier_info,
- total_pages as supplier_info_total_pages,
- update_supplier_info,
- )
- from app.crud.crm.customer_pool import (
- get_pool_record,
- list_pool_records,
- total_pages as pool_record_total_pages,
- )
- from app.crud.crm.pool_rule import (
- create_pool_rule,
- delete_pool_rules,
- execute_pool_rules,
- get_pool_rule,
- list_pool_rules,
- total_pages as pool_rule_total_pages,
- update_pool_rule,
- update_pool_rule_status,
- )
- from app.crud.crm.opportunity import (
- assign_opportunities,
- batch_update_expect_date,
- batch_update_stage,
- change_stage,
- create_opportunity,
- get_kanban_data,
- get_opportunity,
- get_sales_funnel,
- get_stage_log_list,
- get_statistics_by_owner,
- get_statistics_by_stage,
- get_statistics_overview,
- get_win_rate_statistics,
- list_opportunities,
- mark_lost,
- mark_won,
- soft_delete_opportunities,
- total_pages as opportunity_total_pages,
- update_opportunity,
- )
- from app.crud.crm.opportunity_follow import (
- create_opportunity_follow,
- get_opportunity_follow,
- list_follows_by_opportunity,
- list_opportunity_follows,
- soft_delete_opportunity_follow,
- total_pages as opp_follow_total_pages,
- update_opportunity_follow,
- )
- from app.crud.crm.opportunity_product import (
- batch_add_opportunity_products,
- create_opportunity_product,
- get_opportunity_product,
- list_opportunity_products,
- list_products_by_opportunity,
- soft_delete_opportunity_products,
- total_pages as opp_product_total_pages,
- update_opportunity_product,
- )
- from app.crud.crm.customer_follow import (
- _row_to_dict as follow_row_to_dict,
- create_follow,
- get_follow,
- list_follows,
- list_follows_by_customer,
- soft_delete_follow,
- total_pages as follow_total_pages,
- update_follow,
- )
- from app.crud.crm.statistics import (
- get_follow_statistics,
- get_industry_statistics,
- get_level_statistics,
- get_owner_statistics,
- get_overview_statistics,
- get_source_statistics,
- get_trend_statistics,
- )
- from app.schemas.crm.customer_pool import (
- PoolAssignBody,
- PoolClaimBody,
- PoolCustomerListBody,
- PoolRecordDetailBody,
- PoolRecordListBody,
- )
- from app.schemas.crm.pool_rule import (
- PoolRuleAddBody,
- PoolRuleDeleteBody,
- PoolRuleDetailBody,
- PoolRuleExecuteBody,
- PoolRuleListBody,
- PoolRuleUpdateBody,
- PoolRuleUpdateStatusBody,
- )
- from app.schemas.crm.customer import (
- CustomerCreateBody,
- CustomerDeleteBody,
- CustomerListBody,
- CustomerOptionsBody,
- CustomerUpdateBody,
- )
- from app.schemas.crm.contact import (
- ContactCreateBody,
- ContactDeleteBody,
- ContactListBody,
- ContactUpdateBody,
- )
- from app.schemas.crm.invoice_info import (
- InvoiceInfoByCustomerBody,
- InvoiceInfoCreateBody,
- InvoiceInfoDeleteBody,
- InvoiceInfoSetDefaultBody,
- InvoiceInfoUpdateBody,
- )
- from app.schemas.crm.supplier_info import (
- SupplierInfoCreateBody,
- SupplierInfoDeleteBody,
- SupplierInfoDetailBody,
- SupplierInfoListAllBody,
- SupplierInfoListBody,
- SupplierInfoUpdateBody,
- )
- from app.schemas.crm.opportunity import (
- OpportunityAssignBody,
- OpportunityBatchUpdateExpectDateBody,
- OpportunityBatchUpdateStageBody,
- OpportunityChangeStageBody,
- OpportunityCreateBody,
- OpportunityDeleteBody,
- OpportunityDetailBody,
- OpportunityFollowCreateBody,
- OpportunityFollowDeleteBody,
- OpportunityFollowDetailBody,
- OpportunityFollowListBody,
- OpportunityFollowUpdateBody,
- OpportunityKanbanBody,
- OpportunityListBody,
- OpportunityMarkLostBody,
- OpportunityMarkWonBody,
- OpportunityProductBatchAddBody,
- OpportunityProductByOpportunityBody,
- OpportunityProductCreateBody,
- OpportunityProductDeleteBody,
- OpportunityProductDetailBody,
- OpportunityProductListBody,
- OpportunityProductUpdateBody,
- OpportunityStageLogListBody,
- OpportunityStatisticsBody,
- OpportunityUpdateBody,
- )
- from app.schemas.crm.customer_follow import (
- CustomerFollowCreateBody as FollowCreateBody,
- CustomerFollowDeleteBody as FollowDeleteBody,
- CustomerFollowListBody as FollowListBody,
- CustomerFollowUpdateBody as FollowUpdateBody,
- )
- from app.schemas.crm.statistics import StatisticsBody
- from app.crud.crm.clue import (
- _row_to_dict as clue_row_to_dict,
- _enrich_user_names as enrich_clue_user_names,
- assign_clues,
- check_convert,
- check_duplicate_clue,
- convert_clue,
- create_clue,
- get_clue,
- get_park_area_list as get_clue_park_area_list,
- import_clues,
- invalid_clue,
- list_clues,
- soft_delete_clue,
- total_pages as clue_total_pages,
- update_clue,
- update_clue_level,
- update_clue_status,
- )
- from app.crud.crm.clue_follow import (
- _row_to_dict as clue_follow_row_to_dict,
- create_clue_follow,
- delete_clue_follow,
- get_clue_follow,
- get_follow_statistics as get_clue_follow_statistics,
- list_clue_follows,
- total_pages as clue_follow_total_pages,
- update_clue_follow,
- )
- from app.crud.crm.clue_statistics import (
- get_clue_level_statistics,
- get_clue_overview_statistics,
- get_clue_owner_statistics,
- get_clue_source_statistics,
- get_clue_trend_statistics,
- )
- from app.schemas.crm.clue import (
- ClueAssignBody,
- ClueConvertBody,
- ClueCreateBody,
- ClueDeleteBody,
- ClueFollowCreateBody,
- ClueFollowDeleteBody,
- ClueFollowListBody,
- ClueFollowUpdateBody,
- ClueInvalidBody,
- ClueLevelBody,
- ClueListBody,
- ClueStatisticsBody,
- ClueStatusBody,
- ClueUpdateBody,
- )
- router = APIRouter(prefix="/web/crm", tags=["CRM管理"])
- # ── 产品分类 ──────────────────────────────────────────────────
- @router.post("/product-categories/tree")
- def category_tree(
- body: ProductCategoryTreeBody = None,
- _user: dict = Depends(require_admin_or_super_admin),
- db: Session = Depends(get_db),
- ):
- """获取产品分类树(名称/状态由服务端过滤)"""
- try:
- tenant_no = get_tenant_no(db, _user)
- user_info = crm_user_info(_user)
- q = body or ProductCategoryTreeBody()
- rows = list_category_tree(
- db,
- tenant_no,
- category_name=q.category_name,
- status=q.status,
- 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))
- # ── 客户管理 ──────────────────────────────────────────────────
- @router.post("/customer/list")
- def customer_list(
- body: CustomerListBody,
- _user: dict = Depends(require_admin_or_super_admin),
- db: Session = Depends(get_db),
- ):
- """客户列表(支持多种视图模式)"""
- 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_customers(
- 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": customer_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("/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", "")
- if customer_name_exists(db, body.customer_name, tenant_no):
- 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:
- if customer_name_exists(db, data["customer_name"], tenant_no, 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,
- keyword=body.keyword,
- category_id=body.category_id,
- status=body.status,
- supplier_id=body.supplier_id,
- user_info=user_info,
- )
- 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))
- # ── 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))
- @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=10000,
- keyword=body.keyword,
- category_id=body.category_id,
- status=body.status,
- supplier_id=body.supplier_id,
- )
- 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=PRODUCT_EXPORT_COLUMNS,
- rows=rows,
- filename_stem=f"产品列表_{date_str}",
- )
- 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=10000,
- **list_body.to_list_kwargs(),
- )
- date_str = datetime.now().strftime("%Y%m%d")
- return export_rows_to_xlsx_response(
- db,
- tenant_no=tenant_no,
- sheet_title="客户列表",
- columns=CUSTOMER_EXPORT_COLUMNS,
- rows=rows,
- filename_stem=f"客户列表_{date_str}",
- )
- 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)
- page = body.page if body else 1
- page_size = body.pageSize if body else 10
- rows, total = list_pool_customers(
- db, tenant_no,
- page=page, page_size=page_size,
- keyword=body.keyword if body else None,
- level=body.level if body else None,
- industry=body.industry if body else None,
- park_area=body.parkArea 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/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=10000, 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")
- return export_rows_to_xlsx_response(
- db,
- tenant_no=tenant_no,
- sheet_title="联系人列表",
- columns=CONTACT_EXPORT_COLUMNS,
- rows=rows,
- filename_stem=f"联系人列表_{date_str}",
- )
- 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=10000,
- keyword=body.keyword if body else None,
- customer_id=body.customer_id if body else None,
- )
- date_str = datetime.now().strftime("%Y%m%d")
- return export_rows_to_xlsx_response(
- db,
- tenant_no=tenant_no,
- sheet_title="跟进记录",
- columns=CUSTOMER_FOLLOW_EXPORT_COLUMNS,
- rows=rows,
- filename_stem=f"跟进记录_{date_str}",
- )
- 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,
- status=body.status 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/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):
- create_start = body.begin_time
- create_end = body.end_time
- if body.create_time_range:
- if len(body.create_time_range) > 0 and body.create_time_range[0]:
- create_start = body.create_time_range[0]
- if len(body.create_time_range) > 1 and body.create_time_range[1]:
- create_end = body.create_time_range[1]
- return dict(
- page=body.page,
- page_size=body.pageSize,
- view_type=view_type or body.view_type,
- keyword=body.keyword,
- opportunity_no=body.opportunity_no,
- opportunity_name=body.opportunity_name,
- customer_name=body.customer_name,
- customer_id=body.customer_id,
- stage=body.stage,
- status=body.status,
- source=body.source,
- owner_user_id=body.owner_user_id,
- create_time_start=create_start,
- create_time_end=create_end,
- amount_min=body.amount_min or body.min_amount,
- amount_max=body.amount_max or body.max_amount,
- )
- @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/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=10000,
- )
- return export_rows_to_xlsx_response(
- db,
- tenant_no=tenant_no,
- sheet_title="商机列表",
- columns=OPPORTUNITY_EXPORT_COLUMNS,
- rows=rows,
- filename_stem=f"商机列表_{datetime.now().strftime('%Y%m%d%H%M%S')}",
- include_legacy_filename=False,
- )
- except ValueError as e:
- return error_response(400, str(e))
- except Exception as e:
- return error_response(500, str(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,
- status=list_body.status,
- )
- 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/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,
- status=list_body.status,
- )
- 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=10000,
- supplier_name=list_body.supplier_name,
- status=list_body.status,
- )
- return export_rows_to_xlsx_response(
- db,
- tenant_no=tenant_no,
- sheet_title="供方信息",
- columns=SUPPLIER_INFO_EXPORT_COLUMNS,
- rows=rows,
- filename_stem=f"供方信息_{datetime.now().strftime('%Y%m%d%H%M%S')}",
- include_legacy_filename=False,
- )
- 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,
- keyword=body.keyword or body.search_keyword,
- view_type=body.view_type,
- view_mode=body.view_mode,
- clue_name=body.clue_name,
- company=body.company,
- mobile=body.mobile,
- source=body.source,
- level=body.level,
- status=body.status,
- industry=body.industry,
- park_area=body.park_area,
- owner_user_id=body.owner_user_id,
- create_time_start=(body.create_time_range[0] if body.create_time_range and len(body.create_time_range) > 0 else body.begin_time),
- create_time_end=(body.create_time_range[1] if body.create_time_range and len(body.create_time_range) > 1 else body.end_time),
- )
- 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/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,
- keyword=body.keyword or body.search_keyword,
- view_mode="mine",
- clue_name=body.clue_name,
- company=body.company,
- mobile=body.mobile,
- source=body.source,
- level=body.level,
- status=body.status,
- industry=body.industry,
- park_area=body.park_area,
- owner_user_id=body.owner_user_id,
- create_time_start=(body.create_time_range[0] if body.create_time_range and len(body.create_time_range) > 0 else body.begin_time),
- create_time_end=(body.create_time_range[1] if body.create_time_range and len(body.create_time_range) > 1 else body.end_time),
- )
- 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,
- keyword=body.keyword or body.search_keyword,
- view_type="toFollow",
- clue_name=body.clue_name,
- company=body.company,
- mobile=body.mobile,
- source=body.source,
- level=body.level,
- status=body.status,
- industry=body.industry,
- park_area=body.park_area,
- owner_user_id=body.owner_user_id,
- create_time_start=(body.create_time_range[0] if body.create_time_range and len(body.create_time_range) > 0 else body.begin_time),
- create_time_end=(body.create_time_range[1] if body.create_time_range and len(body.create_time_range) > 1 else body.end_time),
- )
- 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,
- keyword=body.keyword or body.search_keyword,
- view_type="todayNew",
- clue_name=body.clue_name,
- company=body.company,
- mobile=body.mobile,
- source=body.source,
- level=body.level,
- status=body.status,
- industry=body.industry,
- park_area=body.park_area,
- owner_user_id=body.owner_user_id,
- create_time_start=(body.create_time_range[0] if body.create_time_range and len(body.create_time_range) > 0 else body.begin_time),
- create_time_end=(body.create_time_range[1] if body.create_time_range and len(body.create_time_range) > 1 else body.end_time),
- )
- 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=10000,
- keyword=list_body.keyword or list_body.search_keyword,
- view_type=list_body.view_type,
- view_mode=list_body.view_mode,
- clue_name=list_body.clue_name,
- company=list_body.company,
- mobile=list_body.mobile,
- source=list_body.source,
- level=list_body.level,
- status=list_body.status,
- industry=list_body.industry,
- park_area=list_body.park_area,
- owner_user_id=list_body.owner_user_id,
- create_time_start=(
- list_body.create_time_range[0]
- if list_body.create_time_range and len(list_body.create_time_range) > 0
- else list_body.begin_time
- ),
- create_time_end=(
- list_body.create_time_range[1]
- if list_body.create_time_range and len(list_body.create_time_range) > 1
- else list_body.end_time
- ),
- )
- date_str = datetime.now().strftime("%Y%m%d")
- return export_rows_to_xlsx_response(
- db,
- tenant_no=tenant_no,
- sheet_title="线索列表",
- columns=CLUE_EXPORT_COLUMNS,
- rows=rows,
- filename_stem=f"线索列表_{date_str}",
- )
- 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_letters,
- total_pages as price_letter_total_pages,
- update_price_letter,
- void_price_letter,
- )
- from app.schemas.crm.price_letter import (
- 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,
- letter_type=body.letter_type,
- customer_name=body.customer_name,
- product_name=body.product_name,
- status=body.status,
- exclude_status=body.exclude_status,
- adjust_date_from=body.adjust_date_from,
- adjust_date_to=body.adjust_date_to,
- keyword=body.keyword,
- user_info=user_info,
- )
- 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/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)
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