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254 lines
20 KiB
254 lines
20 KiB
2 weeks ago
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# -*- coding: utf-8 -*-
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"""第5批：商机详情各 Tab（21 个）"""
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import io, sys
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sys.path.insert(0, 'D:/code/crm-backend-matt/.scratch')
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sys.stdout = io.TextIOWrapper(sys.stdout.buffer, encoding='utf-8')
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from bru_lib import write_bru, bru_form, build_docs, env_json, req_form_example, req_query_example
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BASE = '商机模块/商机详情'
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# ── 客户 Tab ──────────────────────────────────────────────────────────
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print('== 客户 ==')
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CUSTOMER_RESP = [
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('id','string','关联行 ID'),
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('opportunityId','string','所属商机 ID'),
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('customerId','string','客户 ID'),
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('customerNameSnapshot','string','客户名快照'),
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('customerRole','string','客户角色字典 code'),
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('isPrimaryIntended','number','是否主要意向客户：1是 0否'),
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]
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docs = build_docs(
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'客户列表', 'GET', '/api/opportunity/customer/list',
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'商机详情「客户」Tab：返回全部关联客户，其中恰好一个 `isPrimaryIntended=1` 为主要意向客户。',
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[('oppId','string','是','-','商机 ID')],
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req_query_example('GET','/api/opportunity/customer/list',[('oppId','1')]),
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CUSTOMER_RESP,
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env_json('[\n {"id":"1","opportunityId":"1","customerId":"1","customerNameSnapshot":"示例客户","customerRole":"role_01","isPrimaryIntended":1}\n ]'),
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)
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write_bru(f'{BASE}/客户', '客户列表.bru', bru_form(1,'客户列表','get','/api/opportunity/customer/list',[('oppId','1')],docs))
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# ── 跟进 Tab ──────────────────────────────────────────────────────────
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print('== 跟进 ==')
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FOLLOW_RESP = [
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('id','string','跟进记录 ID'),
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('createTime','string','创建时间（写入时间）'),
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('oppId','string','所属商机 ID'),
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('followContent','string','跟进内容'),
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('followTime','string','跟进时间'),
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('followWay','string','跟进方式字典 code'),
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('customerId','string','关联客户 ID'),
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('contactId','string','客户联系人 ID（可空）'),
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('resultTag','string','跟进结果标签字典 code（可空）'),
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('nextFollowTime','string','计划下次跟进时间（可空）'),
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]
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FOLLOW_ONE = '{\n "id":"1","createTime":"2024-01-01 12:00:00","oppId":"1","followContent":"已电话沟通预算","followTime":"2024-01-01 12:00:00","followWay":"way_01","customerId":"1","contactId":"1","resultTag":"tag_01","nextFollowTime":"2024-01-05 12:00:00"\n }'
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FOLLOW_PAGE = env_json('{\n "content":[\n' + FOLLOW_ONE + '\n ],"total":1,"size":10,"current":1,"pages":1,"empty":false\n }')
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docs = build_docs(
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'跟进分页','POST','/api/opportunity/follow/page',
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'商机详情「跟进」Tab：分页拉取跟进记录，默认按创建时间倒序。',
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[('oppId','string','是','-','商机 ID'),('pageNum','number','否','1','页码'),('pageSize','number','否','10','每页条数')],
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req_form_example('POST','/api/opportunity/follow/page',[('oppId','1'),('pageNum','1'),('pageSize','10')]),
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[('content','array','跟进记录数组'),('total','number','总条数'),('size','number','每页条数'),('current','number','当前页'),('pages','number','总页数'),('empty','boolean','是否为空')],
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FOLLOW_PAGE,
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)
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write_bru(f'{BASE}/跟进','跟进分页.bru',bru_form(1,'跟进分页','post','/api/opportunity/follow/page',[('oppId','1'),('pageNum','1'),('pageSize','10')],docs))
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ADD_FOLLOW_KV=[('oppId','1'),('followContent','已电话沟通预算'),('followTime','2024-01-01 12:00:00'),('followWay','way_01'),('customerId','1')]
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docs = build_docs(
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'新增跟进','POST','/api/opportunity/follow/add',
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'写跟进弹窗「确认」提交。保存后刷新商机「最近跟进」与 `lastValidFollowTime`（回收锚点）。与阶段推进不联动。',
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[('oppId','string','是','-','商机 ID'),('followContent','string','是','-','跟进内容'),
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('followTime','string','是','-','跟进时间 yyyy-MM-dd HH:mm:ss'),('followWay','string','是','-','跟进方式字典 code'),
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('customerId','string','是','-','关联客户 ID'),('contactId','string','否','-','联系人 ID'),
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('resultTag','string','否','-','跟进结果标签字典 code'),('nextFollowTime','string','否','-','计划下次跟进时间')],
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req_form_example('POST','/api/opportunity/follow/add',ADD_FOLLOW_KV),
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'新增跟进记录 ID（Long，序列化为 string）', env_json('"1"'),
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)
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write_bru(f'{BASE}/跟进','新增跟进.bru',bru_form(2,'新增跟进','post','/api/opportunity/follow/add',ADD_FOLLOW_KV,docs))
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docs = build_docs(
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'删除跟进','POST','/api/opportunity/follow/delete',
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'删除跟进记录。`lastValidFollowTime` 删除后不回退重算（防「写了又删」刷锚点）。',
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[('id','string','是','-','跟进记录 ID')],
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req_form_example('POST','/api/opportunity/follow/delete',[('id','1')]),
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None, env_json('null'),
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)
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write_bru(f'{BASE}/跟进','删除跟进.bru',bru_form(3,'删除跟进','post','/api/opportunity/follow/delete',[('id','1')],docs))
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# ── 勘察 Tab ──────────────────────────────────────────────────────────
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print('== 勘察 ==')
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SURVEY_RESP=[
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('id','string','勘察记录 ID'),('createTime','string','创建时间'),
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('oppId','string','所属商机 ID'),('surveyDate','string','现场勘察日期 yyyy-MM-dd'),
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('engineerUserId','string','主要工程师用户 ID'),('applyWay','string','申请方式字典 code'),
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('surveySeq','string','勘察次数字典 code'),('applyNo','string','申请单号（可空）'),
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('surveyDesc','string','勘察补充说明（可空）'),
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]
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SURVEY_ONE='{\n "id":"1","createTime":"2024-01-01 12:00:00","oppId":"1","surveyDate":"2024-01-15","engineerUserId":"1","applyWay":"apply_01","surveySeq":"seq_01","applyNo":"SS001","surveyDesc":"现场符合要求"\n }'
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SURVEY_PAGE=env_json('{\n "content":[\n'+SURVEY_ONE+'\n ],"total":1,"size":10,"current":1,"pages":1,"empty":false\n }')
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docs=build_docs('勘察分页','POST','/api/opportunity/site-survey/page',
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'商机详情「勘察」Tab：分页拉取现场勘察记录（多次勘察保留历史）。',
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[('oppId','string','是','-','商机 ID'),('pageNum','number','否','1','页码'),('pageSize','number','否','10','每页条数')],
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req_form_example('POST','/api/opportunity/site-survey/page',[('oppId','1'),('pageNum','1'),('pageSize','10')]),
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[('content','array','勘察记录数组'),('total','number','总条数'),('size','number','每页条数'),('current','number','当前页'),('pages','number','总页数'),('empty','boolean','是否为空')],
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SURVEY_PAGE)
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write_bru(f'{BASE}/勘察','勘察分页.bru',bru_form(1,'勘察分页','post','/api/opportunity/site-survey/page',[('oppId','1'),('pageNum','1'),('pageSize','10')],docs))
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ADD_SURVEY_KV=[('oppId','1'),('surveyDate','2024-01-15'),('engineerUserId','1'),('applyWay','apply_01'),('surveySeq','seq_01')]
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docs=build_docs('新增勘察','POST','/api/opportunity/site-survey/add',
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'新建现场勘察记录。附件走统一附件表（bizType=SITE_SURVEY，bizId=本记录 id）。',
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[('oppId','string','是','-','商机 ID'),('surveyDate','string','是','-','勘察日期 yyyy-MM-dd'),
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('engineerUserId','string','是','-','主要工程师用户 ID'),('applyWay','string','是','-','申请方式字典 code'),
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('surveySeq','string','是','-','勘察次数字典 code'),('applyNo','string','否','-','申请单号'),('surveyDesc','string','否','-','补充说明')],
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req_form_example('POST','/api/opportunity/site-survey/add',ADD_SURVEY_KV),
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'新增勘察记录 ID', env_json('"1"'))
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write_bru(f'{BASE}/勘察','新增勘察.bru',bru_form(2,'新增勘察','post','/api/opportunity/site-survey/add',ADD_SURVEY_KV,docs))
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docs=build_docs('删除勘察','POST','/api/opportunity/site-survey/delete','逻辑删除勘察记录。',
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[('id','string','是','-','勘察记录 ID')],
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req_form_example('POST','/api/opportunity/site-survey/delete',[('id','1')]),
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None,env_json('null'))
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write_bru(f'{BASE}/勘察','删除勘察.bru',bru_form(3,'删除勘察','post','/api/opportunity/site-survey/delete',[('id','1')],docs))
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# ── 附件 Tab ──────────────────────────────────────────────────────────
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print('== 附件 ==')
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ATT_RESP=[
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('id','string','附件行 ID'),('createTime','string','上传时间'),
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('oppId','string','所属商机 ID'),('bizType','string','业务归属：OPP/FOLLOW_UP/SITE_SURVEY/SCHEME_CARD'),
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('bizId','string','业务对象 ID'),('materialType','string','资料类型字典 code'),
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('fileId','string','文件 ID（引用 crm-file）'),('remark','string','附件说明'),
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]
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docs=build_docs('附件列表','GET','/api/opportunity/attachment/list',
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'商机详情「附件」Tab：按 `bizType` 过滤；不传则返回该商机全部附件。',
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[('oppId','string','是','-','商机 ID'),('bizType','string','否','-','业务归属类型过滤')],
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req_query_example('GET','/api/opportunity/attachment/list',[('oppId','1'),('bizType','OPP')]),
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ATT_RESP,
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env_json('[\n {"id":"1","createTime":"2024-01-01 12:00:00","oppId":"1","bizType":"OPP","bizId":"1","materialType":"mat_01","fileId":"1","remark":"客户需求文档"}\n ]'))
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write_bru(f'{BASE}/附件','附件列表.bru',bru_form(1,'附件列表','get','/api/opportunity/attachment/list',[('oppId','1'),('bizType','OPP')],docs))
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ADD_ATT_KV=[('oppId','1'),('fileId','1'),('bizType','OPP'),('bizId','1'),('materialType','mat_01')]
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docs=build_docs('新增附件','POST','/api/opportunity/attachment/add',
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'将已上传到 crm-file 的文件挂到商机某业务对象下。跟进附件（bizType=FOLLOW_UP）应用层限 10 个/条。',
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[('oppId','string','是','-','商机 ID'),('fileId','string','是','-','文件 ID（先调 crm-file 上传获取）'),
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('bizType','string','否','-','业务归属类型'),('bizId','string','否','-','业务对象 ID'),
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('materialType','string','否','-','资料类型字典 code'),('remark','string','否','-','附件说明')],
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req_form_example('POST','/api/opportunity/attachment/add',ADD_ATT_KV),
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'新增附件行 ID',env_json('"1"'))
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write_bru(f'{BASE}/附件','新增附件.bru',bru_form(2,'新增附件','post','/api/opportunity/attachment/add',ADD_ATT_KV,docs))
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docs=build_docs('删除附件','POST','/api/opportunity/attachment/delete',
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'逻辑删除附件行；文件本体不动，由 crm-file 侧独立管理生命周期。',
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[('id','string','是','-','附件行 ID')],
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req_form_example('POST','/api/opportunity/attachment/delete',[('id','1')]),
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None,env_json('null'))
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write_bru(f'{BASE}/附件','删除附件.bru',bru_form(3,'删除附件','post','/api/opportunity/attachment/delete',[('id','1')],docs))
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# ── 团队 Tab ──────────────────────────────────────────────────────────
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print('== 团队 ==')
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TEAM_RESP=[
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('id','string','团队成员行 ID'),('createTime','string','加入团队时间'),
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('opportunityId','string','所属商机 ID'),('userId','string','成员用户 ID'),
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('userNameSnapshot','string','成员姓名快照'),
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('projectRole','string','项目角色字典 code（纯标签，不带权限）'),
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('permission','number','行级权限档：1只读 2可写跟进 3可推进节点 4读写'),
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]
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docs=build_docs('团队成员列表','GET','/api/opportunity/team/list',
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'商机详情「团队」Tab：返回全部团队成员（含负责人）。团队白名单绕开 DataScope 部门天花板，为「我参与的」视图与详情读授权提供依据。',
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[('oppId','string','是','-','商机 ID')],
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req_query_example('GET','/api/opportunity/team/list',[('oppId','1')]),
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TEAM_RESP,
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env_json('[\n {"id":"1","createTime":"2024-01-01 12:00:00","opportunityId":"1","userId":"1","userNameSnapshot":"张三","projectRole":"role_owner","permission":4}\n ]'))
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write_bru(f'{BASE}/团队','团队成员列表.bru',bru_form(1,'团队成员列表','get','/api/opportunity/team/list',[('oppId','1')],docs))
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# ── 日志 Tab ──────────────────────────────────────────────────────────
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print('== 日志 ==')
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OPLOG_RESP=[
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('id','string','日志 ID'),('createTime','string','创建时间'),
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('oppId','string','商机 ID'),
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('opKind','string','记录形态：FIELD_CHANGE / ROW_ADD / ROW_DELETE'),
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('logType','string','业务类别：FIELD_CHANGE/STATUS_FLOW/STAGE_FLOW/ATTACHMENT/SCHEME_PUSH/ROW_CHANGE/SYSTEM_INTERNAL'),
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('entityName','string','变更实体对象'),
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('fieldName','string','变更字段名（FIELD_CHANGE 时有意义）'),
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('oldValue','string','旧值'),('newValue','string','新值'),
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('bizRef','string','被操作行业务标识（ROW_ADD/ROW_DELETE 时的可读标识）'),
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('opDesc','string','操作说明'),
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('opSource','string','操作来源：SYSTEM / MANUAL'),
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('opTime','string','操作时间'),('opUserId','string','操作人 ID'),
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]
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OPLOG_ONE='{\n "id":"1","createTime":"2024-01-01 12:00:00","oppId":"1","opKind":"FIELD_CHANGE","logType":"FIELD_CHANGE","entityName":"opportunity","fieldName":"projectAmount","oldValue":"500000","newValue":"800000","bizRef":null,"opDesc":"修改项目金额","opSource":"MANUAL","opTime":"2024-01-01 12:00:00","opUserId":"1"\n }'
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OPLOG_PAGE=env_json('{\n "content":[\n'+OPLOG_ONE+'\n ],"total":1,"size":10,"current":1,"pages":1,"empty":false\n }')
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docs=build_docs('操作日志分页','POST','/api/opportunity/oplog/page',
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'商机详情「日志」Tab：字段级审计日志，按操作时间倒序。只增不删。',
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[('oppId','string','是','-','商机 ID'),('pageNum','number','否','1','页码'),('pageSize','number','否','10','每页条数')],
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req_form_example('POST','/api/opportunity/oplog/page',[('oppId','1'),('pageNum','1'),('pageSize','10')]),
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[('content','array','日志记录数组'),('total','number','总条数'),('size','number','每页条数'),('current','number','当前页'),('pages','number','总页数'),('empty','boolean','是否为空')],
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OPLOG_PAGE)
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write_bru(f'{BASE}/日志','操作日志分页.bru',bru_form(1,'操作日志分页','post','/api/opportunity/oplog/page',[('oppId','1'),('pageNum','1'),('pageSize','10')],docs))
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# ── 方案卡 Tab ────────────────────────────────────────────────────────
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print('== 方案卡 ==')
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SC_RESP=[
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('id','string','方案卡 ID'),('createTime','string','创建时间'),
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('oppId','string','所属商机 ID'),('customerId','string','关联客户 ID'),
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('customerNameSnapshot','string','客户名快照'),
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('templateId','string','绑定模板版本行 ID'),('templateName','string','模板名称'),
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('cardStatus','number','卡状态：1草稿 2已提交 3已推送'),
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|
('editable','boolean','可编辑标记（cardStatus<3 可编辑）'),
|
||
|
|
('schemeBudget','number','方案预算金额'),
|
||
|
|
('biddingForm','string','招标形式字典 code'),('enterStage','string','介入阶段字典 code'),
|
||
|
|
]
|
||
|
|
SC_ONE='{\n "id":"1","createTime":"2024-01-01 12:00:00","oppId":"1","customerId":"1","customerNameSnapshot":"示例客户","templateId":"1","templateName":"标准方案模板","cardStatus":1,"editable":true,"schemeBudget":800000,"biddingForm":"bid_01","enterStage":"stage_01"\n }'
|
||
|
|
|
||
|
|
docs=build_docs('方案卡列表','GET','/api/opportunity/scheme-card/list',
|
||
|
|
'商机详情「方案卡」Tab：一商机多张方案卡分组展示。无卡时返回空数组。',
|
||
|
|
[('oppId','string','是','-','商机 ID')],
|
||
|
|
req_query_example('GET','/api/opportunity/scheme-card/list',[('oppId','1')]),
|
||
|
|
SC_RESP, env_json('[\n'+SC_ONE+'\n ]'))
|
||
|
|
write_bru(f'{BASE}/方案卡','方案卡列表.bru',bru_form(1,'方案卡列表','get','/api/opportunity/scheme-card/list',[('oppId','1')],docs))
|
||
|
|
|
||
|
|
SC_DETAIL_RESP=SC_RESP+[
|
||
|
|
('fields','array<object>','字段项有序列表'),
|
||
|
|
('fields[].seqNo','number','序号'),('fields[].fieldKey','string','字段键'),
|
||
|
|
('fields[].fieldName','string','字段名'),('fields[].fieldType','string','字段类型'),
|
||
|
|
('fields[].isRequired','number','必填：1是 0否'),('fields[].fieldValue','string','已填值'),
|
||
|
|
]
|
||
|
|
SC_DETAIL_JSON=env_json('{\n "id":"1","createTime":"2024-01-01 12:00:00","oppId":"1","customerId":"1","customerNameSnapshot":"示例客户","templateId":"1","templateName":"标准方案模板","cardStatus":1,"editable":true,"schemeBudget":800000,"biddingForm":"bid_01","enterStage":"stage_01","fields":[{"seqNo":1,"fieldKey":"requirement_summary","fieldName":"需求概述","fieldType":"TEXT","isRequired":1,"fieldValue":"示例填写内容"}]\n }')
|
||
|
|
docs=build_docs('方案卡详情','GET','/api/opportunity/scheme-card/detail',
|
||
|
|
'按绑定模板版本回显字段项有序列表 + 已填值。结构化字段（招标形式/介入阶段/预算）从主表回填，非结构化字段从值表回填。',
|
||
|
|
[('id','string','是','-','方案卡 ID')],
|
||
|
|
req_query_example('GET','/api/opportunity/scheme-card/detail',[('id','1')]),
|
||
|
|
SC_DETAIL_RESP, SC_DETAIL_JSON)
|
||
|
|
write_bru(f'{BASE}/方案卡','方案卡详情.bru',bru_form(2,'方案卡详情','get','/api/opportunity/scheme-card/detail',[('id','1')],docs))
|
||
|
|
|
||
|
|
docs=build_docs('可选模板版本','GET','/api/opportunity/scheme-card/selectable-templates',
|
||
|
|
'新建方案卡「选模板」下拉数据源：发布中且适用范围命中商机所属部门的模板版本。空列表 = 建卡入口置灰。',
|
||
|
|
[('oppId','string','是','-','商机 ID')],
|
||
|
|
req_query_example('GET','/api/opportunity/scheme-card/selectable-templates',[('oppId','1')]),
|
||
|
|
[('templateId','string','模板版本行 ID'),('templateName','string','模板名称'),('templateVersion','string','模板版本号')],
|
||
|
|
env_json('[\n {"templateId":"1","templateName":"标准方案模板","templateVersion":"v1"}\n ]'))
|
||
|
|
write_bru(f'{BASE}/方案卡','可选模板版本.bru',bru_form(3,'可选模板版本','get','/api/opportunity/scheme-card/selectable-templates',[('oppId','1')],docs))
|
||
|
|
|
||
|
|
SAVE_SC_KV=[('oppId','1'),('customerId','1'),('templateId','1'),('schemeBudget','800000'),('biddingForm','bid_01'),('enterStage','stage_01'),('valuesJson','[{"fieldKey":"requirement_summary","fieldValue":"示例填写内容"}]')]
|
||
|
|
docs=build_docs('保存方案卡','POST','/api/opportunity/scheme-card/save',
|
||
|
|
'新建草稿/编辑保存。新建须传 `templateId`；编辑时模板版本已锁不重传。动态字段值以 `valuesJson` 表单字段上送（json-string-in-form 约定），随保存全量替换值表。',
|
||
|
|
[('id','string','否','-','方案卡 ID（编辑时必填，新建不传）'),
|
||
|
|
('oppId','string','是','-','商机 ID'),('customerId','string','是','-','关联客户 ID'),
|
||
|
|
('templateId','string','条件','-','绑定模板版本行 ID（新建必填）'),
|
||
|
|
('schemeBudget','number','否','-','方案预算金额'),
|
||
|
|
('biddingForm','string','否','-','招标形式字典 code'),('enterStage','string','否','-','介入阶段字典 code'),
|
||
|
|
('valuesJson','string','否','-','动态字段值 JSON 字符串：`[{"fieldKey":"...","fieldValue":"..."}]`')],
|
||
|
|
req_form_example('POST','/api/opportunity/scheme-card/save',SAVE_SC_KV),
|
||
|
|
'方案卡 ID（Long，序列化为 string）',env_json('"1"'))
|
||
|
|
write_bru(f'{BASE}/方案卡','保存方案卡.bru',bru_form(4,'保存方案卡','post','/api/opportunity/scheme-card/save',SAVE_SC_KV,docs))
|
||
|
|
|
||
|
|
docs=build_docs('提交方案卡','POST','/api/opportunity/scheme-card/submit',
|
||
|
|
'点击「确认」→ 卡状态由草稿变为已提交；提交前校验模板必填字段。',
|
||
|
|
[('id','string','是','-','方案卡 ID')],
|
||
|
|
req_form_example('POST','/api/opportunity/scheme-card/submit',[('id','1')]),
|
||
|
|
None,env_json('null'))
|
||
|
|
write_bru(f'{BASE}/方案卡','提交方案卡.bru',bru_form(5,'提交方案卡','post','/api/opportunity/scheme-card/submit',[('id','1')],docs))
|
||
|
|
|
||
|
|
print('batch5 done')
|