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337 lines
16 KiB
337 lines
16 KiB
2 weeks ago
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# -*- coding: utf-8 -*-
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"""Part 2: 协作 / 方案卡 / 商机阶段 / 详情子域 / 商机分页(6副本)."""
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import io, os, 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 (
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write_bru, bru_form, build_docs, env_json, page_json,
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req_form_example, req_query_example,
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)
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# ================================================================
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# 协作 (OpportunityCollabController)
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# ================================================================
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print('== 协作 ==')
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def simple_null_post(seq, folder, filename, name, path, params, kv, desc):
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d = build_docs(name, 'POST', path, desc, params,
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req_form_example('POST', path, kv), None, env_json('null'))
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write_bru(folder, filename, bru_form(seq, name, 'post', path, kv, d))
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simple_null_post(1, '商机管理/协作', '关注商机.bru', '关注商机', '/api/opportunity/focus',
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[('oppId', 'string', '是', '-', '商机ID（Long，序列化为 string）')],
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[('oppId','1')],
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'当前登录人关注该商机（详情页/列表关注按钮）。已关注再次调用幂等无副作用。')
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simple_null_post(2, '商机管理/协作', '取关商机.bru', '取关商机', '/api/opportunity/unfocus',
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[('oppId', 'string', '是', '-', '商机ID')],
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[('oppId','1')],
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'取消关注。未关注调用幂等。')
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simple_null_post(3, '商机管理/协作', '批量关注.bru', '批量关注', '/api/opportunity/focus-batch',
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[('ids', 'string[]', '是', '-', '商机ID列表（逗号分隔）')],
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[('ids','1,2,3')],
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'批量关注：逐条调 focus，每条幂等。')
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simple_null_post(4, '商机管理/协作', '上报访问.bru', '上报访问', '/api/opportunity/view-touch',
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[('oppId', 'string', '是', '-', '商机ID')],
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[('oppId','1')],
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'打开商机详情页时前端调用一次，写入访问记录用于「最近访问」视图排序。')
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# 看板阶段汇总 - 返回类型 Result<?>（服务层 boardStageSummary 未定强类型返回结构，按数据类语义推导：阶段汇总列表）
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board_summary_docs = build_docs(
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'看板阶段汇总', 'POST', '/api/opportunity/board/stage-summary',
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'销售机会看板视图：按阶段模板展开的每一节点，返回商机数量与金额汇总（用于阶段泳道头）。`stageTemplateId` 不传时按当前用户默认模板。',
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[('stageTemplateId', 'string', '否', '-', '阶段模板版本ID（Long，序列化为 string）')],
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req_form_example('POST', '/api/opportunity/board/stage-summary', [('stageTemplateId','1')]),
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[
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('stageId', 'string', '阶段节点ID'),
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('stageName', 'string', '阶段名称'),
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('count', 'number', '该阶段商机数量'),
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('totalAmount', 'number', '该阶段项目金额合计'),
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],
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env_json('[\n {\n "stageId": "1",\n "stageName": "需求确认",\n "count": 3,\n "totalAmount": 3000000\n }\n ]'),
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)
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write_bru('商机管理/协作', '看板阶段汇总.bru',
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bru_form(5, '看板阶段汇总', 'post', '/api/opportunity/board/stage-summary',
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[('stageTemplateId','1')], board_summary_docs))
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# 看板阶段卡片
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board_cards_docs = build_docs(
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'看板阶段卡片', 'POST', '/api/opportunity/board/cards',
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'销售机会看板视图：拉取指定阶段泳道的商机卡片列表（滚动/翻页用 offset+limit，非页码分页）。',
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[('stageId', 'string', '是', '-', '阶段节点ID'),
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('offset', 'number', '否', '0', '偏移量'),
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('limit', 'number', '否', '20', '每次拉取条数')],
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req_form_example('POST', '/api/opportunity/board/cards',
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[('stageId','1'),('offset','0'),('limit','20')]),
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[
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('id', 'string', '商机ID'),
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('oppName', 'string', '商机名称'),
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('primaryCustomerNameSnapshot', 'string', '主客户名'),
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('projectAmount', 'number', '项目金额'),
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('ownerNameSnapshot', 'string', '负责人姓名'),
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('stageStayDays', 'number', '当前阶段停留天数'),
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('lastFollowTime', 'string', '最近跟进时间'),
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],
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env_json('[\n {\n "id": "1",\n "oppName": "示例商机",\n "primaryCustomerNameSnapshot": "示例客户",\n "projectAmount": 1000000,\n "ownerNameSnapshot": "张三",\n "stageStayDays": 3,\n "lastFollowTime": "2024-01-02 10:00:00"\n }\n ]'),
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)
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write_bru('商机管理/协作', '看板阶段卡片.bru',
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bru_form(6, '看板阶段卡片', 'post', '/api/opportunity/board/cards',
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[('stageId','1'),('offset','0'),('limit','20')], board_cards_docs))
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# ================================================================
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# 方案卡 (OpportunitySchemeCardController)
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# ================================================================
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print('== 方案卡 ==')
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SCHEME_CARD_ROWS = [
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('id', 'string', '方案卡ID'),
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('createTime', 'string', '创建时间'),
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('updateTime', 'string', '更新时间'),
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('oppId', 'string', '所属商机ID'),
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('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'),
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('templateName', 'string', '模板名称'),
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('templateVersion', 'string', '模板版本号'),
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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）'),
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('schemeBudget', 'number', '方案预算金额'),
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('biddingForm', 'string', '招标形式字典 code'),
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('enterStage', 'string', '介入阶段字典 code'),
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]
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SCHEME_CARD_ONE = (
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'{\n'
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' "id": "1",\n'
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' "createTime": "2024-01-01 12:00:00",\n'
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' "updateTime": "2024-01-01 12:00:00",\n'
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' "oppId": "1",\n'
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' "customerId": "1",\n'
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' "customerNameSnapshot": "示例客户",\n'
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' "templateId": "1",\n'
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' "templateName": "标准方案模板",\n'
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' "templateVersion": "v1",\n'
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' "cardStatus": 1,\n'
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' "editable": true,\n'
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' "schemeBudget": 800000,\n'
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' "biddingForm": "bid_01",\n'
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' "enterStage": "stage_01"\n'
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' }'
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)
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docs = build_docs(
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'方案卡列表', 'GET', '/api/opportunity/scheme-card/list',
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'一商机多张方案卡分组展示。无卡时返回空数组，前端渲染「未创建」态。',
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[('oppId','string','是','-','商机ID')],
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req_query_example('GET','/api/opportunity/scheme-card/list',[('oppId','1')]),
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SCHEME_CARD_ROWS,
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env_json(f'[\n{SCHEME_CARD_ONE}\n ]'),
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)
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write_bru('商机管理/方案卡', '方案卡列表.bru',
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bru_form(1, '方案卡列表', 'get', '/api/opportunity/scheme-card/list',
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[('oppId','1')], docs))
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# 方案卡详情
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SC_DETAIL_ROWS = SCHEME_CARD_ROWS + [
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('fields', 'array<object>', '字段项有序列表（绑定模板版本的显示项 + 已填值）'),
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('fields[].seqNo', 'number', '序号（填写页展示顺序）'),
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('fields[].fieldKey', 'string', '字段键'),
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('fields[].fieldName', 'string', '展示字段名'),
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('fields[].fieldType', 'string', '字段类型'),
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('fields[].isRequired', 'number', '必填：1必填 0非必填'),
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('fields[].fieldValue', 'string', '已填值（结构化字段由主表回填，其余取值表）'),
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]
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SC_DETAIL_JSON = (
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'{\n'
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' "id": "1",\n'
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' "createTime": "2024-01-01 12:00:00",\n'
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' "updateTime": "2024-01-01 12:00:00",\n'
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' "oppId": "1",\n'
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' "customerId": "1",\n'
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' "customerNameSnapshot": "示例客户",\n'
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' "templateId": "1",\n'
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' "templateName": "标准方案模板",\n'
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' "templateVersion": "v1",\n'
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' "cardStatus": 1,\n'
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' "editable": true,\n'
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' "schemeBudget": 800000,\n'
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' "biddingForm": "bid_01",\n'
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' "enterStage": "stage_01",\n'
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' "fields": [\n'
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' {\n'
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' "seqNo": 1,\n'
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' "fieldKey": "requirement_summary",\n'
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' "fieldName": "需求概述",\n'
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' "fieldType": "TEXT",\n'
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' "isRequired": 1,\n'
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' "fieldValue": "示例填写内容"\n'
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' }\n'
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' ]\n'
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' }'
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)
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docs = build_docs(
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'方案卡详情', 'GET', '/api/opportunity/scheme-card/detail',
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'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。',
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[('id','string','是','-','方案卡ID')],
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req_query_example('GET','/api/opportunity/scheme-card/detail',[('id','1')]),
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SC_DETAIL_ROWS,
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env_json(SC_DETAIL_JSON),
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)
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write_bru('商机管理/方案卡', '方案卡详情.bru',
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bru_form(2, '方案卡详情', 'get', '/api/opportunity/scheme-card/detail',
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[('id','1')], docs))
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# 可选模板版本列表
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docs = build_docs(
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'可选模板版本', 'GET', '/api/opportunity/scheme-card/selectable-templates',
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'新建方案卡「手动选模板」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。',
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[('oppId','string','是','-','商机ID')],
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req_query_example('GET','/api/opportunity/scheme-card/selectable-templates',[('oppId','1')]),
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[
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('templateId', 'string', '模板版本行ID（新建方案卡传入 templateId 字段）'),
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('templateName', 'string', '模板名称'),
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('templateVersion', 'string', '模板版本号'),
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],
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env_json('[\n {\n "templateId": "1",\n "templateName": "标准方案模板",\n "templateVersion": "v1"\n }\n ]'),
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)
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write_bru('商机管理/方案卡', '可选模板版本.bru',
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bru_form(3, '可选模板版本', 'get', '/api/opportunity/scheme-card/selectable-templates',
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[('oppId','1')], docs))
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# 保存方案卡
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save_params = [
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('id','string','否','-','方案卡ID（编辑时必填，新建不传）'),
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('oppId','string','是','-','所属商机ID'),
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('customerId','string','是','-','关联客户ID（须为本商机的关联客户；编辑时不可更换）'),
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('templateId','string','条件','-','绑定模板版本行ID（新建必填，编辑续用锁定版本可不传）'),
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('schemeBudget','number','否','-','方案预算金额'),
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('biddingForm','string','否','-','招标形式字典 code'),
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('enterStage','string','否','-','介入阶段字典 code'),
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('valuesJson','string','否','-','动态字段值 JSON 字符串（复杂字段 json-string-in-form 约定）；格式：`[{"fieldKey":"...","fieldValue":"..."}]`'),
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]
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save_kv = [
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('oppId','1'),('customerId','1'),('templateId','1'),
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('schemeBudget','800000'),('biddingForm','bid_01'),('enterStage','stage_01'),
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('valuesJson','[{"fieldKey":"requirement_summary","fieldValue":"示例填写内容"}]'),
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]
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docs = build_docs(
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'保存方案卡', 'POST', '/api/opportunity/scheme-card/save',
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'新建草稿 / 编辑保存。新建须传 `templateId` 手动选模板版本；编辑时不重传（模板版本已锁）。草稿与已提交均可改，已推送整卡只读。动态字段值以 `valuesJson` 表单字段上送，随保存全量替换值表。',
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save_params, req_form_example('POST','/api/opportunity/scheme-card/save',save_kv),
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'方案卡ID（Long，序列化为 string）',
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env_json('"1"'),
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)
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write_bru('商机管理/方案卡', '保存方案卡.bru',
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bru_form(4, '保存方案卡', 'post', '/api/opportunity/scheme-card/save', save_kv, docs))
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# 提交方案卡
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simple_null_post(5, '商机管理/方案卡', '提交方案卡.bru', '提交方案卡', '/api/opportunity/scheme-card/submit',
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[('id','string','是','-','方案卡ID')],
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[('id','1')],
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'点击「确认」按钮 → 卡状态由 草稿 变为 已提交；提交前校验模板必填字段。')
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# ================================================================
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# 商机阶段 (OpportunityStageController)
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# ================================================================
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print('== 商机阶段 ==')
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STAGE_NODE_ROWS = [
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('oppId', 'string', '商机ID'),
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('oppStatus', 'number', '商机状态（轴1）'),
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('stageTemplateId', 'string', '绑定阶段模板版本行ID'),
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('stageTemplateVersion', 'string', '阶段模板版本号'),
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('currentStageId', 'string', '当前阶段节点ID'),
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('currentWorkGoal', 'string', '当前节点工作目标（推进指引区展示）'),
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('nodes', 'array<object>', '有序节点列表（按 seq_no 升序，末位为固定节点「已转项目」）'),
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('nodes[].nodeId', 'string', '节点ID'),
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('nodes[].seqNo', 'number', '阶段序号'),
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('nodes[].stageDictCode', 'string', '阶段字典值'),
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||
|
|
('nodes[].customNodeName', 'string', '自定义节点名称（空则前端带字典名）'),
|
||
|
|
('nodes[].workGoal', 'string', '阶段工作目标'),
|
||
|
|
('nodes[].isFixed', 'number', '固定节点：1固定（已转项目）0普通'),
|
||
|
|
('nodes[].nodeState', 'string', '进度状态：COMPLETED已完成 / CURRENT当前 / PENDING未到达'),
|
||
|
|
]
|
||
|
|
STAGE_PROGRESS_JSON = (
|
||
|
|
'{\n'
|
||
|
|
' "oppId": "1",\n'
|
||
|
|
' "oppStatus": 2,\n'
|
||
|
|
' "stageTemplateId": "1",\n'
|
||
|
|
' "stageTemplateVersion": "v1",\n'
|
||
|
|
' "currentStageId": "2",\n'
|
||
|
|
' "currentWorkGoal": "确认客户预算与决策链",\n'
|
||
|
|
' "nodes": [\n'
|
||
|
|
' {\n'
|
||
|
|
' "nodeId": "1",\n'
|
||
|
|
' "seqNo": 1,\n'
|
||
|
|
' "stageDictCode": "stage_01",\n'
|
||
|
|
' "customNodeName": null,\n'
|
||
|
|
' "workGoal": "初步接触",\n'
|
||
|
|
' "isFixed": 0,\n'
|
||
|
|
' "nodeState": "COMPLETED"\n'
|
||
|
|
' }\n'
|
||
|
|
' ]\n'
|
||
|
|
' }'
|
||
|
|
)
|
||
|
|
docs = build_docs(
|
||
|
|
'阶段推进指引', 'GET', '/api/opportunity/stage/progress',
|
||
|
|
'商机概览页三态进度展示：已完成 / 当前 / 未完成 + 当前节点工作目标。按商机绑定的模板版本（锁版本，发新版不迁移）展开有序节点；节点展示名 = customNodeName 优先，空则前端按 stageDictCode 带字典名。',
|
||
|
|
[('oppId','string','是','-','商机ID')],
|
||
|
|
req_query_example('GET','/api/opportunity/stage/progress',[('oppId','1')]),
|
||
|
|
STAGE_NODE_ROWS,
|
||
|
|
env_json(STAGE_PROGRESS_JSON),
|
||
|
|
)
|
||
|
|
write_bru('商机管理/商机阶段', '阶段推进指引.bru',
|
||
|
|
bru_form(1, '阶段推进指引', 'get', '/api/opportunity/stage/progress',
|
||
|
|
[('oppId','1')], docs))
|
||
|
|
|
||
|
|
simple_null_post(2, '商机管理/商机阶段', '切换阶段.bru', '切换阶段', '/api/opportunity/stage/switch',
|
||
|
|
[('oppId','string','是','-','商机ID'),
|
||
|
|
('toStageId','string','是','-','目标阶段节点ID（须属商机绑定的模板版本且非固定节点）'),
|
||
|
|
('remark','string','否','-','推进说明')],
|
||
|
|
[('oppId','1'),('toStageId','3'),('remark','客户已确认预算')],
|
||
|
|
'自由切换阶段：允许连跳 / 回退。「已转项目」固定节点不可手动切（由业务流程触发）。')
|
||
|
|
|
||
|
|
# 阶段历史
|
||
|
|
STAGE_HIST_ROWS = [
|
||
|
|
('id','string','历史记录ID'),
|
||
|
|
('createTime','string','创建时间'),
|
||
|
|
('updateTime','string','更新时间'),
|
||
|
|
('oppId','string','商机ID'),
|
||
|
|
('fromStageId','string','原阶段节点ID'),
|
||
|
|
('toStageId','string','目标阶段节点ID'),
|
||
|
|
('operatorUserId','string','操作人ID（系统动作为 0）'),
|
||
|
|
('operateTime','string','操作时间'),
|
||
|
|
('remark','string','推进说明'),
|
||
|
|
]
|
||
|
|
STAGE_HIST_JSON = (
|
||
|
|
'[\n'
|
||
|
|
' {\n'
|
||
|
|
' "id": "1",\n'
|
||
|
|
' "createTime": "2024-01-01 12:00:00",\n'
|
||
|
|
' "updateTime": "2024-01-01 12:00:00",\n'
|
||
|
|
' "oppId": "1",\n'
|
||
|
|
' "fromStageId": "1",\n'
|
||
|
|
' "toStageId": "2",\n'
|
||
|
|
' "operatorUserId": "1",\n'
|
||
|
|
' "operateTime": "2024-01-01 12:00:00",\n'
|
||
|
|
' "remark": "推进说明示例"\n'
|
||
|
|
' }\n'
|
||
|
|
' ]'
|
||
|
|
)
|
||
|
|
docs = build_docs(
|
||
|
|
'阶段推进历史', 'GET', '/api/opportunity/stage/history',
|
||
|
|
'按操作时间倒序返回该商机的全部阶段推进记录（人工推进 + 系统动作合并展示）。',
|
||
|
|
[('oppId','string','是','-','商机ID')],
|
||
|
|
req_query_example('GET','/api/opportunity/stage/history',[('oppId','1')]),
|
||
|
|
STAGE_HIST_ROWS,
|
||
|
|
env_json(STAGE_HIST_JSON),
|
||
|
|
)
|
||
|
|
write_bru('商机管理/商机阶段', '阶段推进历史.bru',
|
||
|
|
bru_form(3, '阶段推进历史', 'get', '/api/opportunity/stage/history',
|
||
|
|
[('oppId','1')], docs))
|
||
|
|
|
||
|
|
print('part2 done — 协作/方案卡/商机阶段 完成')
|