1、为什么我们企业会选择Flexus云服务器X实例来部署自己的CRM管理系统？
因为基于华为云Flexus X实例搭建CRM管理平台，可以从容面对企业内部瞬息万变的业务压力变化
2、华为云服务器Flexus X方案及优势：
灵活伸缩
搭配弹性伸缩服务AS及负载均衡服务ELB，可以实现基于业务负载的快速弹缩，从容应对多变的市场业务压力
数据可靠搭配华为云数据库服务，存储电商持久化数据，使用方便，可靠性高
安全可靠搭配WAF、DDoS等网络安全服务，实现对电商业务全方位安全防护，降低黑客入侵风险
3、在宝塔里面安装必要的环境PHP7.3、Mysql5.6+、NGINX
4、安装搭建好，进入CRM管理界面：
点击添加客户信息的时候就会发现，提示：
APP Referer校验失败。请检查该ak设置的白名单与访问所有的域名是否一致。详情查看：http://lbsyun.baidu.com/apiconsole/key#
这是由于百度地图api接口没有配置好导致的问题出现
当配置好地图参数之后，就可以进行地区定位和使用附件客户等功能了
5、客户详情功能模块代码
php
public function read()
{
$customerModel = model('Customer');
$cutomerLogic = new CustomerLogic();
$param = $this->param;
$userInfo = $this->userInfo;
$data = $customerModel->getDataById($param['id'], $userInfo['id']);
if (!$data) {
return resultArray(['error' => $customerModel->getError()]);
}
//数据权限判断
$userModel = new \app\admin\model\User();
$auth_user_ids = $userModel->getUserByPer('crm', 'customer', 'read');
//读权限
$roPre = $userModel->rwPre($userInfo['id'], $data['ro_user_id'], $data['rw_user_id'], 'read');
$rwPre = $userModel->rwPre($userInfo['id'], $data['ro_user_id'], $data['rw_user_id'], 'update');
//判断是否客户池数据
$wherePool = $customerModel->getWhereByPool();
$resPool = db('crm_customer')->alias('customer')->where(['customer_id' => $param['id']])->where($wherePool)->find();
if (!$resPool && !in_array($data['owner_user_id'], $auth_user_ids) && !$roPre && !$rwPre) {
$authData['dataAuth'] = (int)0;
return resultArray(['data' => $authData]);
}
return resultArray(['data' => $data]);
}6、编辑客户功能模块代码
php
public function update()
{
$customerModel = model('Customer');
$param = $this->param;
$userInfo = $this->userInfo;
//数据详情
$data = $customerModel->getDataById($param['id']);
if (!$data) {
return resultArray(['error' => $customerModel->getError()]);
}
$param['user_id'] = $userInfo['id'];
if ($customerModel->updateDataById($param, $param['id'])) {
return resultArray(['data' => '编辑成功']);
} else {
return resultArray(['error' => $customerModel->getError()]);
}
}7、删除客户功能模块代码
php
public function delete()
{
$param = $this->param;
$user = new ApiCommon();
$userInfo = $user->userInfo;
// 是否客户池
if ($param['isSeas'] == 1) {
$permission = checkPerByAction('crm', 'customer', 'poolDelete');
} else {
$permission = checkPerByAction('crm', 'customer', 'delete');
}
if ($permission == false) {
return resultArray(['error' => '无权操作']);
}
$customerModel = model('Customer');
$userModel = new \app\admin\model\User();
$recordModel = new \app\admin\model\Record();
$fileModel = new \app\admin\model\File();
$actionRecordModel = new \app\admin\model\ActionRecord();
if (!is_array($param['id'])) {
$customer_id[] = $param['id'];
} else {
$customer_id = $param['id'];
}
$delIds = [];
$errorMessage = [];
//数据权限判断
$auth_user_ids = $userModel->getUserByPer('crm', 'customer', 'delete');
//判断是否客户池数据(客户池数据只有管理员可以删)
$adminId = $userModel->getAdminId();
$wherePool = $customerModel->getWhereByPool();
foreach ($customer_id as $k => $v) {
$isDel = true;
//数据详情
$data = db('crm_customer')->where(['customer_id' => $v])->find();
if (!$data) {
$isDel = false;
$errorMessage[] = 'id为' . $v . '的客户删除失败,错误原因：' . $customerModel->getError();
}
$resPool = db('crm_customer')->alias('customer')->where(['customer_id' => $v])->where($wherePool)->find();
if (!$resPool && !in_array($data['owner_user_id'], $auth_user_ids) && $isDel) {
$isDel = false;
$errorMessage[] = '无权操作';
}
// 公海 (原逻辑，公海仅允许管理员删除，修改为授权，不再限制)
// if ($resPool && !in_array($data['owner_user_id'],$adminId)) {
// $isDel = false;
// $errorMessage[] = '名称为'.$data['name'].'的客户删除失败,错误原因：无权操作';
// }
//有商机、合同、联系人则不能删除
if ($isDel) {
$resBusiness = db('crm_business')->where(['customer_id' => $v])->find();
if ($resBusiness) {
$isDel = false;
$errorMessage[] = '客户下存在商机，不能删除';
}
}
if ($isDel) {
$resContacts = db('crm_contacts')->where(['customer_id' => $v])->find();
if ($resContacts) {
$isDel = false;
// $errorMessage[] = '名称为' . $data['name'] . '的客户删除失败,错误原因：客户下存在联系人，不能删除';
$errorMessage[] = '客户下存在联系人，不能删除';
}
}
if ($isDel) {
$resContract = db('crm_contract')->where(['customer_id' => $v])->find();
if ($resContract) {
$isDel = false;
$errorMessage[] = '客户下存在合同，不能删除';
}
}
if ($isDel) {
$delIds[] = $v;
}
}
$dataInfo = $customerModel->where('customer_id', ['in', $delIds])->select();
if ($delIds) {
$delRes = $customerModel->delDatas($delIds);
if (!$delRes) {
return resultArray(['error' => $customerModel->getError()]);
}
// 删除客户扩展数据
db('crm_customer_data')->whereIn('customer_id', $delIds)->delete();
// 删除跟进记录
$recordModel->delDataByTypes(2, $delIds);
// 删除关联附件
$fileModel->delRFileByModule('crm_customer', $delIds);
// 删除关联操作记录
$actionRecordModel->delDataById(['types' => 'crm_customer', 'action_id' => $delIds]);
foreach ($dataInfo as $k => $v) {
RecordActionLog($userInfo['id'], 'crm_customer', 'delete', $v['name'], '', '', '删除了客户：' . $v['name']);
}
}
if ($errorMessage) {
return resultArray(['error' => $errorMessage]);
} else {
return resultArray(['data' => '删除成功']);
}
}8、客户信息详情界面
9、客户转移功能
php
public function transfer()
{
$param = $this->param;
$userInfo = $this->userInfo;
$customerModel = model('Customer');
$businessModel = model('Business');
$contractModel = model('Contract');
$contactsModel = model('Contacts');
$settingModel = model('Setting');
$customerConfigModel = model('CustomerConfig');
$userModel = new \app\admin\model\User();
if (!$param['owner_user_id']) {
return resultArray(['error' => '变更负责人不能为空']);
}
if (!$param['customer_id'] || !is_array($param['customer_id'])) {
return resultArray(['error' => '请选择需要转移的客户']);
}
$is_remove = ($param['is_remove'] == 2) ? 2 : 1;
$type = $param['type'] == 2 ?: 1;
$types = $param['types'] ?: [];
$data = [];
$data['owner_user_id'] = $param['owner_user_id'];
$data['update_time'] = time();
$data['follow'] = '待跟进';
# 获取客户的时间
$data['obtain_time'] = time();
$ownerUserName = $userModel->getUserNameById($param['owner_user_id']);
$errorMessage = [];
foreach ($param['customer_id'] as $customer_id) {
$customerInfo = db('crm_customer')->where(['customer_id' => $customer_id])->find();
if (!$customerInfo) {
$errorMessage[] = '名称:为《' . $customerInfo['name'] . '》的客户转移失败，错误原因：数据不存在；';
continue;
}
$resCustomer = true;
//权限判断
if (!$customerModel->checkData($customer_id)) {
$errorMessage[] = $customerInfo['name'] . '转移失败，错误原因：无权限；';
continue;
}
//拥有客户数上限检测
if (!$customerConfigModel->checkData($param['owner_user_id'], 1)) {
$errorMessage[] = $customerInfo['name'] . '转移失败，错误原因：' . $customerConfigModel->getError();
continue;
}
//团队成员
$teamData = [];
$teamData['type'] = $type; //权限 1只读2读写
$teamData['user_id'] = [$customerInfo['owner_user_id']]; //协作人
$teamData['types'] = 'crm_customer'; //类型
$teamData['types_id'] = $customer_id; //类型ID
$teamData['is_del'] = ($is_remove == 1) ? 1 : '';
$res = $settingModel->createTeamData($teamData);
# 处理分配标识，待办事项专用
$data['is_allocation'] = 1;
$resCustomer = db('crm_customer')->where(['customer_id' => $customer_id])->update($data);
if (!$resCustomer) {
$errorMessage[] = $customerInfo['name'] . '转移失败，错误原因：数据出错；';
continue;
} else {
# 处理转移时，负责人出现在只读和读写成员列表中
$customerArray = [];
$teamCustomer = db('crm_customer')->field(['owner_user_id', 'ro_user_id', 'rw_user_id'])->where('customer_id', $customer_id)->find();
if (!empty($teamCustomer['ro_user_id'])) {
$customerRo = arrayToString(array_diff(stringToArray($teamCustomer['ro_user_id']), [$teamCustomer['owner_user_id']]));
$customerArray['ro_user_id'] = $customerRo;
}
if (!empty($teamCustomer['rw_user_id'])) {
$customerRo = arrayToString(array_diff(stringToArray($teamCustomer['rw_user_id']), [$teamCustomer['owner_user_id']]));
$customerArray['rw_user_id'] = $customerRo;
}
db('crm_customer')->where('customer_id', $customer_id)->update($customerArray);
}
if (in_array('crm_contacts', $types)) {
$contactsIds = [];
$contactsIds = db('crm_contacts')->where(['customer_id' => $customer_id])->column('contacts_id');
if ($contactsIds) {
$resContacts = $contactsModel->transferDataById($contactsIds, $param['owner_user_id'], $type, $is_remove);
if ($resContacts !== true) {
$errorMessage[] = $resContacts;
continue;
}
}
}
//商机、合同转移
if (in_array('crm_business', $types)) {
$businessIds = [];
$businessIds = db('crm_business')->where(['customer_id' => $customer_id])->column('business_id');
if ($businessIds) {
$resBusiness = $businessModel->transferDataById($businessIds, $param['owner_user_id'], $type, $is_remove);
if ($resBusiness !== true) {
$errorMessage = $errorMessage ? array_merge($errorMessage, $resBusiness) : $resBusiness;
continue;
}
}
}
if (in_array('crm_contract', $types)) {
$contractIds = [];
$contractIds = db('crm_contract')->where(['customer_id' => $customer_id])->column('contract_id');
if ($contractIds) {
$resContract = $contractModel->transferDataById($contractIds, $param['owner_user_id'], $type, $is_remove);
if ($resContract !== true) {
$errorMessage = $errorMessage ? array_merge($errorMessage, $resContract) : $resContract;
continue;
}
}
}
//修改记录
updateActionLog($userInfo['id'], 'crm_customer', $customer_id, '', '', '将客户转移给：' . $ownerUserName);
RecordActionLog($userInfo['id'], 'crm_customer', 'transfer', $customerInfo['name'], '', '', '将客户：' . $customerInfo['name'] . '转移给：' . $ownerUserName);
}
if (!$errorMessage) {
return resultArray(['data' => '转移成功']);
} else {
return resultArray(['error' => $errorMessage]);
}
}企业CRM管理系统部署上线之后，我们可以在华为云的控制台可以观察监控着CPU使用情况、内存、磁盘等等一切运作情况。华为云真的是性能强大、安全、稳定的云产品！！！
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