1，仪表盘（数据来源修改）
注意点：有层级关系，管理员账号可以看到全部数据，主管只能看到下属数据。
2、在客户管理菜单里面 增加一个时间筛选、额度汇总
/**
* 获取客户列表
*
* @param $type
* @param $content
* @return bool|\PDOStatement|string|\think\Collection
* @throws \think\db\exception\DataNotFoundException
* @throws \think\db\exception\ModelNotFoundException
* @throws \think\exception\DbException
*/
private function getCustomerList($type, $content)
{
# 默认条件
$customerWhere = $this->getCustomerWhere();
# 查询条件
$searchWhere = $this->getSearchWhere($type, $content);
# 查询字段
$field = ['customer_id', 'name', 'create_time', 'owner_user_id', 'deal_time', 'telephone', 'mobile'];
return db('crm_customer')->alias('customer')->field($field)->where($customerWhere)
->where($searchWhere)->limit(10)->order('update_time', 'desc')->select();
}
3，单独新增一个今日数据表格
（以表格的形式呈现出来）
需求：
3.1，需要关联部门和员工层级关系，比如：普通员工只填写自己的数据，部门领导客户看到下面人员所有数据，管理员可以看到所有部门数据。
3.2，条件筛选，时间筛选、部门筛选、员工筛选、全部
3.3，表格可以自定义增删改，自定义隐藏和开启字段
public function getDataList($request)
{
$userModel = new \app\admin\model\User();
$structureModel = new \app\admin\model\Structure();
$fieldModel = new \app\admin\model\Field();
$customerModel = new \app\crm\model\Customer();
$search = $request['search'];
$user_id = $request['user_id'];
$scene_id = (int)$request['scene_id'];
$is_excel = $request['is_excel']; //导出
$order_field = $request['order_field'];
$order_type = $request['order_type'];
$pageType = $request['pageType'];
$getCount = $request['getCount'];
$cstart_time = $request['cstart_time'];
$cend_time = $request['cend_time'];
//需要过滤的参数
$unsetRequest = [
'scene_id', 'search', 'user_id', 'is_excel', 'action', 'order_field', 'order_type', 'is_remind', 'getCount', 'type', 'otherMap', 'business_id', 'check_status'
,'cstart_time','cend_time'
];
foreach ($unsetRequest as $v) {
unset($request[$v]);
}
$request = $this->fmtRequest($request);
$requestMap = $request['map'] ?: [];
$sceneModel = new \app\admin\model\Scene();
if ($scene_id) {
//自定义场景
$sceneMap = $sceneModel->getDataById($scene_id, $user_id, 'todaydata') ?: [];
} else {
//默认场景
$sceneMap = $sceneModel->getDefaultData('crm_todaydata', $user_id) ?: [];
}
$searchMap = [];
if ($search || $search == '0') {
//普通筛选
$searchMap = function ($query) use ($search) {
$query->where('todaydata.name', array('like', '%' . $search . '%'))
->whereOr('todaydata.mobile', array('like', '%' . $search . '%'))
->whereOr('todaydata.telephone', array('like', '%' . $search . '%'));
};
}
$partMap = [];
//优先级：普通筛选>高级筛选>场景
$teamMap=$requestMap['team_id'];
//团队成员 高级筛选
if($teamMap){
$partMap= advancedQueryFormatForTeam($teamMap,'todaydata','todaydata_id');
unset($requestMap['team_id']);
$map = $requestMap ? array_merge($sceneMap, $requestMap) : $sceneMap;
} else {
$map = $requestMap ? array_merge($sceneMap, $requestMap) : $sceneMap;
}
//高级筛选
$map = advancedQuery($map, 'crm', 'todaydata', 'index');
//权限
$a = 'index';
if ($is_excel) $a = 'excelExport';
$authMap = [];
$auth_user_ids = $userModel->getUserByPer('crm', 'todaydata', $a);
if (isset($map['todaydata.owner_user_id'])) {
if (!is_array($map['todaydata.owner_user_id'][1])) {
$map['todaydata.owner_user_id'][1] = [$map['todaydata.owner_user_id'][1]];
}
if (in_array($map['todaydata.owner_user_id'][0], ['neq', 'notin'])) {
$auth_user_ids = array_diff($auth_user_ids, $map['todaydata.owner_user_id'][1]) ?: []; //取差集
} else {
$auth_user_ids = array_intersect($map['todaydata.owner_user_id'][1], $auth_user_ids) ?: []; //取交集
}
unset($map['todaydata.owner_user_id']);
$auth_user_ids = array_merge(array_unique(array_filter($auth_user_ids))) ?: ['-1'];
//负责人、相关团队
$authMap['todaydata.owner_user_id'] = ['in', $auth_user_ids];
} else {
$authMapData = [];
$authMapData['auth_user_ids'] = $auth_user_ids;
$authMapData['user_id'] = $user_id;
$authMap = function ($query) use ($authMapData) {
$query->where('todaydata.owner_user_id', array('in', $authMapData['auth_user_ids']));
// ->whereOr('todaydata.ro_user_id', array('like', '%,' . $authMapData['user_id'] . ',%'))
// ->whereOr('todaydata.rw_user_id', array('like', '%,' . $authMapData['user_id'] . ',%'));
};
}
$timeWhere = '';
if($cstart_time){
$timeWhere .= 'todaydata.create_time>='.strtotime($cstart_time);
}
if($cend_time){
if($timeWhere) $timeWhere .= ' and ';
$timeWhere .= 'todaydata.create_time<'.strtotime('+1 day', strtotime($cend_time));
}
//列表展示字段
$indexField = $fieldModel->getIndexField('crm_todaydata', $user_id, 1) ?: array('name');
$userField = $fieldModel->getFieldByFormType('crm_todaydata', 'user'); //人员类型
$structureField = $fieldModel->getFieldByFormType('crm_todaydata', 'structure'); //部门类型
$datetimeField = $fieldModel->getFieldByFormType('crm_todaydata', 'datetime'); //日期时间类型
$booleanField = $fieldModel->getFieldByFormType('crm_todaydata', 'boolean_value'); //布尔值
$dateIntervalField = $fieldModel->getFieldByFormType('crm_todaydata', 'date_interval'); // 日期区间类型字段
$positionField = $fieldModel->getFieldByFormType('crm_todaydata', 'position'); // 地址类型字段
$handwritingField = $fieldModel->getFieldByFormType('crm_todaydata', 'handwriting_sign'); // 手写签名类型字段
$locationField = $fieldModel->getFieldByFormType('crm_todaydata', 'location'); // 定位类型字段
$boxField = $fieldModel->getFieldByFormType('crm_todaydata', 'checkbox'); // 多选类型字段
$floatField = $fieldModel->getFieldByFormType('crm_todaydata', 'floatnumber'); // 货币类型字段
// $fieldGrant = db('admin_field_mask')->where('types', 'todaydata')->select();
# 处理人员和部门类型的排序报错问题(前端传来的是包含_name的别名字段)
$temporaryField = str_replace('_name', '', $order_field);
if (in_array($temporaryField, $userField) || in_array($temporaryField, $structureField)) {
$order_field = $temporaryField;
}
//排序
if ($order_type && $order_field) {
$order = $fieldModel->getOrderByFormtype('crm_todaydata', 'todaydata', $order_field, $order_type);
} else {
$order = 'todaydata.update_time desc';
}
$readAuthIds = $userModel->getUserByPer('crm', 'todaydata', 'read');
$updateAuthIds = $userModel->getUserByPer('crm', 'todaydata', 'update');
$deleteAuthIds = $userModel->getUserByPer('crm', 'todaydata', 'delete');
$customerWhere = [];
if ($pageType == !'all') {
//非客户池条件
// $customerWhere = $customerModel->getWhereByCustomer();
}
$dataCount = db('crm_todaydata')
->alias('todaydata')
->join('__CRM_CUSTOMER__ customer', 'todaydata.customer_id = customer.customer_id', 'LEFT')
->where($map)
->where($searchMap)
->where($authMap)
->where($partMap)
->where($customerWhere)
->where($timeWhere)
->count('todaydata_id');
if ($getCount == 1) {
$data['dataCount'] = $dataCount ?: 0;
return $data;
}
$statisticsField = [
'sum(jrxh) as total_jrxh',
'sum(jrjfrs) as total_jrjfrs',
'sum(zsy) as total_zsy',
'sum(total_follow_buy) as total_total_follow_buy',
'sum(yxkh) as total_yxkh',
'sum(zgm) as total_zgm',
];
if($dataCount > 0){
$statisticsField[] = 'ROUND(sum(zhl) / '.$dataCount.', 2) as total_zhl';
}else{
$statisticsField[] = '0 as total_zhl';
}
$statistics = db('crm_todaydata')->alias('todaydata')
->field($statisticsField)
->where($map)
->where($searchMap)
->where($partMap)
->where($authMap)
->where($customerWhere)
->where($timeWhere)
->find();
if(!$statistics){
$statistics = [
'total_jrxh' => 0,
'total_jrjfrs' => 0,
'total_zsy' => 0,
'total_total_follow_buy' => 0,
'total_yxkh' => 0,
'total_zgm' => 0,
'total_zhl' => 0,
];
}
$list = db('crm_todaydata')
->alias('todaydata')
->join('__CRM_CUSTOMER__ customer', 'todaydata.customer_id = customer.customer_id', 'LEFT')
->where($map)
->where($searchMap)
->where($partMap)
->where($authMap)
->where($customerWhere)
->where($timeWhere)
->limit($request['offset'], $request['length'])
->field('todaydata.*,customer.name as customer_name')
->orderRaw($order)
->select();
# 扩展数据
$extraData = [];
$todaydata_id_list = !empty($list) ? array_column($list, 'todaydata_id') : [];
$grantData = getFieldGrantData($user_id);
foreach ($grantData['crm_todaydata'] as $key => $value) {
foreach ($value as $ke => $va) {
if($va['maskType']!=0){
$fieldGrant[$ke]['maskType'] = $va['maskType'];
$fieldGrant[$ke]['form_type'] = $va['form_type'];
$fieldGrant[$ke]['field'] = $va['field'];
}
}
}
foreach ($list as $k => $v) {
$list[$k]['create_user_id_info'] = isset($v['create_user_id']) ? $userModel->getUserById($v['create_user_id']) : [];
$list[$k]['owner_user_id_info'] = isset($v['owner_user_id']) ? $userModel->getUserById($v['owner_user_id']) : [];
$list[$k]['customer_id_info']['customer_id'] = $v['customer_id'] ?: '';
$list[$k]['customer_id_info']['name'] = $v['customer_name'] ?: '';
foreach ($userField as $key => $val) {
$usernameField = !empty($v[$val]) ? db('admin_user')->whereIn('id', stringToArray($v[$val]))->column('realname') : [];
$list[$k][$val] = implode($usernameField, ',');
}
foreach ($structureField as $key => $val) {
$structureNameField = !empty($v[$val]) ? db('admin_structure')->whereIn('id', stringToArray($v[$val]))->column('name') : [];
$list[$k][$val] = implode($structureNameField, ',');
}
foreach ($datetimeField as $key => $val) {
$list[$k][$val] = !empty($v[$val]) ? date('Y-m-d H:i:s', $v[$val]) : null;
}
foreach ($booleanField as $key => $val) {
$list[$k][$val] = !empty($v[$val]) ? (string)$v[$val] : '0';
}
// 处理日期区间类型字段的格式
foreach ($dateIntervalField as $key => $val) {
$list[$k][$val] = !empty($extraData[$v['todaydata_id']][$val]) ? json_decode($extraData[$v['todaydata_id']][$val], true) : null;
}
// 处理地址类型字段的格式
foreach ($positionField as $key => $val) {
$list[$k][$val] = !empty($extraData[$v['todaydata_id']][$val]) ? json_decode($extraData[$v['todaydata_id']][$val], true) : null;
}
// 手写签名类型字段
foreach ($handwritingField as $key => $val) {
$handwritingData = !empty($v[$val]) ? db('admin_file')->where('file_id', $v[$val])->value('file_path') : null;
$list[$k][$val] = ['url' => !empty($handwritingData) ? getFullPath($handwritingData) : null];
}
// 定位类型字段
foreach ($locationField AS $key => $val) {
$list[$k][$val] = !empty($extraData[$v['todaydata_id']][$val]) ? json_decode($extraData[$v['todaydata_id']][$val], true) : null;
}
// 多选框类型字段
foreach ($boxField AS $key => $val) {
$list[$k][$val] = !empty($v[$val]) ? trim($v[$val], ',') : null;
}
// 货币类型字段
foreach ($floatField AS $key => $val) {
$list[$k][$val] = $v[$val]!='0.00' ? (string)$v[$val] : null;
}
//掩码相关类型字段
foreach ($fieldGrant AS $key => $val){
//掩码相关类型字段
if ($val['maskType']!=0 && $val['form_type'] == 'mobile') {
$pattern = "/(1[3458]{1}[0-9])[0-9]{4}([0-9]{4})/i";
$rs = preg_replace($pattern, "$1****$2", $v[$val['field']]);
$list[$k][$val['field']] = !empty($v[$val['field']]) ? (string)$rs : null;
} elseif ($val['maskType']!=0 && $val['form_type'] == 'email') {
$email_array = explode("@", $v[$val['field']]);
$prevfix = (strlen($email_array[0]) < 4) ? "" : substr($v[$val['field']], 0, 2); //邮箱前缀
$str = preg_replace('/([\d\w+_-]{0,100})@/', "***@", $v[$val['field']], -1, $count);
$rs = $prevfix . $str;
$list[$k][$val['field']] = !empty($v[$val['field']]) ?$rs: null;
} elseif ($val['maskType']!=0 && in_array($val['form_type'],['position','floatnumber'])) {
$list[$k][$val['field']] = !empty($v[$val['field']]) ? (string)substr_replace($v[$val['field']], '*****',0,strlen($v[$val['field']])) : null;
}
}
//权限
$permission = [];
$is_read = 0;
$is_update = 0;
$is_delete = 0;
if (in_array($v['owner_user_id'], $readAuthIds)) $is_read = 1;
if (in_array($v['owner_user_id'], $updateAuthIds)) $is_update = 1;
if (in_array($v['owner_user_id'], $deleteAuthIds)) $is_delete = 1;
$permission['is_read'] = $is_read;
$permission['is_update'] = $is_update;
$permission['is_delete'] = $is_delete;
$list[$k]['permission'] = $permission;
# 关注
$starWhere = ['user_id' => $user_id, 'target_id' => $v['todaydata_id'], 'type' => 'crm_todaydata'];
$star = Db::name('crm_star')->where($starWhere)->value('star_id');
$list[$k]['star'] = !empty($star) ? 1 : 0;
# 日期
// $list[$k]['create_time'] = !empty($v['create_time']) ? date('Y-m-d H:i:s', $v['create_time']) : null;
$list[$k]['create_time'] = !empty($v['create_time']) ? date('Y-m-d', $v['create_time']) : null;
$list[$k]['update_time'] = !empty($v['update_time']) ? date('Y-m-d H:i:s', $v['update_time']) : null;
$list[$k]['last_time'] = !empty($v['last_time']) ? date('Y-m-d H:i:s', $v['last_time']) : null;
# 创建人
$list[$k]['create_user_name'] = !empty($list[$k]['create_user_id_info']['realname']) ? $list[$k]['create_user_id_info']['realname'] : '';
# 负责人
$list[$k]['owner_user_name'] = !empty($list[$k]['owner_user_id_info']['realname']) ? $list[$k]['owner_user_id_info']['realname'] : '';
# 系统字段 负责人部门 zjf 20210726
$list[$k]['owner_user_structure_name'] = $list[$k]['owner_user_id_info']['structure_name'];
}
$data = [];
$data['list'] = $list;
$data['dataCount'] = $dataCount ?: 0;
$data['statistics'] = $statistics ?: [];
return $data;
}
二次开发增加的条件筛选：
时间筛选、部门筛选、员工筛选、全部
/**
* 获取查询条件
*
* @param $type
* @param $content
* @return array|\Closure
*/
private function getSearchWhere($type, $content)
{
$searchWhere = [];
# 查询客户名称
if ($type == 'name') {
$searchWhere = function ($query) use ($content) {
$query->where('name', 'like', '%' . $content . '%');
};
}
# 查询手机或电话
if ($type == 'phone') {
$searchWhere = function ($query) use ($content) {
$query->where(function ($query) use ($content) {
$query->whereOr('telephone', $content);
$query->whereOr('mobile', $content);
});
};
}
return $searchWhere;
}
悟空crm客户管理系统二次开发
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