feat(crm): 完成访客雷达足迹流水实体、埋点服务与免登录控制器 (Task 11)
这个提交包含在：
wikiboss
@@ -0,0 +1,14 @@
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import { ModuleConfig } from '@cool-midway/core';
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/**
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* 潜客线索与 CRM 模块配置
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*/
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export default () => {
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return {
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name: '潜客线索与 CRM 模块',
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description: '名片互换留资、访客行为意向度评分引擎与线索生命周期流转',
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middlewares: [],
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globalMiddlewares: [],
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order: 20,
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} as ModuleConfig;
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};
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import { Body, Inject, Post, Provide } from '@midwayjs/core';
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import {
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BaseController,
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CoolController,
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CoolTag,
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TagTypes,
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} from '@cool-midway/core';
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import { CrmLeadService, SubmitLeadDTO } from '../../service/lead';
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/**
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* 访客端公开免登录留资互换控制器
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* 路由前缀: /open/crm/lead
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*/
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@Provide()
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@CoolController('/open/crm/lead')
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export class OpenCrmLeadController extends BaseController {
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@Inject()
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crmLeadService: CrmLeadService;
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/**
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* 访客名片互换与留资沉淀
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* 接口: POST /open/crm/lead/exchange
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*/
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@CoolTag(TagTypes.IGNORE_TOKEN)
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@Post('/exchange', { summary: '公开名片互换留资' })
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async exchange(@Body() body: SubmitLeadDTO) {
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try {
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const data = await this.crmLeadService.submitLead(body);
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return this.ok(data);
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} catch (err: any) {
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return this.fail(
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err?.message || '提交留资信息失败',
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err?.status || 1001
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);
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}
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}
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}
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@@ -0,0 +1,58 @@
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import { Body, Get, Inject, Post, Provide, Query } from '@midwayjs/core';
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import {
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BaseController,
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CoolController,
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CoolTag,
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TagTypes,
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} from '@cool-midway/core';
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import { CrmRadarService, RecordTrackDTO } from '../../service/radar';
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/**
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* 访客端公开免登录雷达埋点控制器
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* 路由前缀: /open/crm/radar
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*/
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@Provide()
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@CoolController('/open/crm/radar')
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export class OpenCrmRadarController extends BaseController {
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@Inject()
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crmRadarService: CrmRadarService;
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/**
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* 访客足迹埋点上报
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* 接口: POST /open/crm/radar/track
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*/
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@CoolTag(TagTypes.IGNORE_TOKEN)
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@Post('/track', { summary: '访客足迹埋点上报' })
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async track(@Body() body: RecordTrackDTO) {
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try {
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const data = await this.crmRadarService.recordTrack(body);
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return this.ok(data);
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} catch (err: any) {
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return this.fail(
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err?.message || '记录访客足迹失败',
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err?.statusCode || err?.status || 1001
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);
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}
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}
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/**
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* 查询名片最近访客足迹流水
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* 接口: GET /open/crm/radar/recent
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*/
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@CoolTag(TagTypes.IGNORE_TOKEN)
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@Get('/recent', { summary: '查询名片最近足迹流水' })
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async recent(
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@Query('cardId') cardId: number,
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@Query('limit') limit?: number
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) {
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try {
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const data = await this.crmRadarService.getRecentTracks(cardId, limit);
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return this.ok(data);
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} catch (err: any) {
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return this.fail(
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err?.message || '获取访客足迹失败',
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err?.statusCode || err?.status || 1001
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);
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}
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}
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}
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@@ -0,0 +1,96 @@
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import { BaseEntity } from '../../../comm/entity/base';
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import { Column, Entity, Index } from 'typeorm';
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import {
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LeadEntity as ILeadEntity,
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LeadSource,
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LeadStatus,
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} from '../../../comm/types/omni';
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/**
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* 潜客线索实体
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* 表名: crm_lead
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*/
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@Entity('crm_lead')
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export class CrmLeadEntity extends BaseEntity implements ILeadEntity {
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@Index()
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@Column({
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name: 'card_id',
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comment: '来源名片 ID',
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})
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cardId: number;
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@Index()
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@Column({
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name: 'visitor_id',
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comment: '访客唯一追踪指纹 ID',
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length: 64,
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nullable: true,
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})
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visitorId: string;
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@Column({
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name: 'name',
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comment: '客户姓名',
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length: 100,
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})
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name: string;
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@Column({
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name: 'company',
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comment: '客户所属公司',
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length: 150,
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nullable: true,
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})
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company?: string;
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@Column({
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name: 'phone',
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comment: '联系电话',
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length: 50,
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nullable: true,
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})
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phone?: string;
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@Column({
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name: 'email',
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comment: '电子邮箱',
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length: 100,
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nullable: true,
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})
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email?: string;
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@Index()
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@Column({
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name: 'status',
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comment: '跟进状态 (new: 新线索, contacted: 已联系, hot: 高意向, won: 赢单, archived: 归档)',
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length: 20,
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default: 'new',
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})
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status: LeadStatus;
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@Column({
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name: 'intent_score',
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comment: '意向度评分 (0 - 100)',
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type: 'int',
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default: 0,
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})
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intentScore: number;
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@Column({
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name: 'source',
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comment: '触达来源渠道 (nfc, qr, link, ai_chat)',
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length: 20,
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default: 'link',
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})
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source: LeadSource;
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@Column({
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name: 'notes',
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comment: '跟进备注与需求摘要',
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type: 'text',
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nullable: true,
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})
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notes?: string;
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}
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export { CrmLeadEntity as LeadInfoEntity, CrmLeadEntity as LeadEntity };
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@@ -0,0 +1,99 @@
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import { BaseEntity, transformerJson } from '../../../comm/entity/base';
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import { Column, Entity, Index } from 'typeorm';
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import { RadarTrack, TouchType } from '../../../comm/types/omni';
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/**
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* 实时访客足迹实体
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* 表名: crm_track
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*/
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@Entity('crm_track')
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export class CrmTrackEntity extends BaseEntity implements RadarTrack {
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@Index()
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@Column({
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name: 'card_id',
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comment: '访问的目标名片 ID',
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type: 'bigint',
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})
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cardId: number;
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@Index()
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@Column({
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name: 'visitor_id',
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comment: '访客唯一追踪指纹 ID',
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length: 64,
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nullable: true,
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})
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visitorId: string;
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@Column({
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name: 'ip',
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comment: '访客公网 IP 地址',
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length: 64,
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nullable: true,
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})
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ip: string;
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@Index()
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@Column({
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name: 'country',
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comment: '访客所在国家/地区',
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length: 100,
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nullable: true,
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})
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country: string;
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@Column({
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name: 'city',
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comment: '访客所在城市',
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length: 100,
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nullable: true,
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})
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city: string;
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@Index()
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@Column({
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name: 'touch_type',
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comment: '触碰方式途径 (nfc, qr, link)',
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length: 20,
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default: 'link',
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})
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touchType: TouchType;
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@Column({
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name: 'stay_duration_ms',
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comment: '页面停留时长 (毫秒)',
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type: 'int',
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default: 0,
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})
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stayDurationMs: number;
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@Column({
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name: 'scroll_depth',
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comment: '页面最大滚动深度百分比 (0 - 100)',
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type: 'int',
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default: 0,
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})
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scrollDepth: number;
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@Column({
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name: 'viewed_blocks',
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comment: '浏览过的 Bento 组件块标识列表',
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type: 'json',
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nullable: true,
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transformer: transformerJson,
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})
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viewedBlocks: string[];
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/**
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* 映射至 BaseEntity 的 createTime，实现 RadarTrack 契约
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*/
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get createdAt(): Date | string {
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return this.createTime;
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}
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set createdAt(val: Date | string) {
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this.createTime = val as any;
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}
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}
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export { CrmTrackEntity as RadarTrackEntity, CrmTrackEntity as TrackEntity };
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@@ -0,0 +1,176 @@
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import { Provide } from '@midwayjs/core';
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import { BaseService, CoolCommException } from '@cool-midway/core';
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import { InjectEntityModel } from '@midwayjs/typeorm';
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import { Repository } from 'typeorm';
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import { CrmLeadEntity } from '../entity/lead';
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import { LeadSource, LeadStatus } from '../../../comm/types/omni';
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/**
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* 意向度评分计算结果接口
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*/
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export interface IntentScoreResult {
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score: number;
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level: 'low' | 'medium' | 'hot';
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}
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/**
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* 留资入参 DTO
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*/
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export interface SubmitLeadDTO {
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cardId: number | string;
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visitorId?: string;
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name: string;
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company?: string;
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phone?: string;
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email?: string;
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status?: LeadStatus;
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intentScore?: number;
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source?: LeadSource;
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notes?: string;
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stayDurationMs?: number;
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scrollDepth?: number;
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blockCount?: number;
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}
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/**
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* 潜客线索服务
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* 负责线索沉淀、多维行为意向度打标与跟进流转
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*/
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@Provide()
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export class CrmLeadService extends BaseService {
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@InjectEntityModel(CrmLeadEntity)
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crmLeadEntity: Repository<CrmLeadEntity>;
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/**
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* 智能意向度评分计算引擎
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* 根据停留时长、滚动深度、浏览模块数加权综合评分 (0 - 100 分)
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*
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* 权重分配:
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* - 停留时长: 权重 40 分 (满 60 秒拿满分)
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* - 滚动深度: 权重 30 分 (100% 滚动拿满分)
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* - 模块浏览: 权重 30 分 (浏览 5 个及以上模块拿满分)
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*
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* 等级划分:
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* - score >= 75: 'hot' (高意向/火热)
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* - 40 <= score < 75: 'medium' (中意向/温和)
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* - score < 40: 'low' (低意向/冷淡)
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*/
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calculateIntentScore(
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stayDurationMs = 0,
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scrollDepth = 0,
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blockCount = 0
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): IntentScoreResult {
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const safeStay = Math.max(0, stayDurationMs);
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const safeScroll = Math.max(0, scrollDepth);
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const safeBlocks = Math.max(0, blockCount);
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// 1. 停留时长得分 (0 - 40)
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const stayScore = Math.min(40, Math.round((safeStay / 60000) * 40));
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// 2. 滚动深度得分 (0 - 30)
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const scrollScore = Math.min(30, Math.round((safeScroll / 100) * 30));
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// 3. 模块浏览得分 (0 - 30)
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const blockScore = Math.min(30, safeBlocks * 6);
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// 4. 加权总分
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const score = Math.min(100, Math.max(0, stayScore + scrollScore + blockScore));
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// 5. 自动判定意向度等级
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let level: 'low' | 'medium' | 'hot' = 'low';
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if (score >= 75) {
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level = 'hot';
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} else if (score >= 40) {
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level = 'medium';
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}
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return { score, level };
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}
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/**
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* 潜客互换名片留资沉淀
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*/
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async submitLead(data: SubmitLeadDTO): Promise<CrmLeadEntity> {
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if (!data || !data.cardId) {
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throw new CoolCommException('缺少名片标识 cardId', 400);
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}
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const name = data.name ? String(data.name).trim() : '';
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if (!name) {
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throw new CoolCommException('缺少客户姓名 name', 400);
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}
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const phone = data.phone ? String(data.phone).trim() : '';
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const email = data.email ? String(data.email).trim() : '';
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if (!phone && !email) {
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throw new CoolCommException('请至少填写手机号或电子邮箱等联系方式', 400);
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}
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// 计算或采用意向度评分
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let intentScore = data.intentScore ?? 0;
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if (
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data.intentScore === undefined &&
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(data.stayDurationMs !== undefined ||
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data.scrollDepth !== undefined ||
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data.blockCount !== undefined)
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) {
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const calculated = this.calculateIntentScore(
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data.stayDurationMs,
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data.scrollDepth,
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data.blockCount
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);
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intentScore = calculated.score;
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}
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// 判定初始状态
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let status: LeadStatus = data.status || 'new';
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if (!data.status && intentScore >= 75) {
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status = 'hot';
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}
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const lead = new CrmLeadEntity();
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lead.cardId = Number(data.cardId);
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lead.visitorId = data.visitorId || '';
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lead.name = name;
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lead.company = data.company ? String(data.company).trim() : undefined;
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lead.phone = phone || undefined;
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lead.email = email || undefined;
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lead.status = status;
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lead.intentScore = intentScore;
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lead.source = data.source || 'link';
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lead.notes = data.notes;
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return await this.crmLeadEntity.save(lead);
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}
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/**
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* 线索跟进状态生命周期流转
|
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*/
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async updateStatus(
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id: number | string,
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status: LeadStatus
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): Promise<CrmLeadEntity> {
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const validStatuses: LeadStatus[] = [
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'new',
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'contacted',
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'hot',
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'won',
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'archived',
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];
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if (!validStatuses.includes(status)) {
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throw new CoolCommException('非法状态值', 400);
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}
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const lead = await this.crmLeadEntity.findOne({
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where: { id: Number(id) },
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});
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if (!lead) {
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throw new CoolCommException('潜客线索不存在', 404);
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}
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lead.status = status;
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return await this.crmLeadEntity.save(lead);
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}
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}
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@@ -0,0 +1,186 @@
|
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import { Inject, Provide } from '@midwayjs/core';
|
||||
import { BaseService, CoolCommException } from '@cool-midway/core';
|
||||
import { InjectEntityModel } from '@midwayjs/typeorm';
|
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import { Repository } from 'typeorm';
|
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import { CrmTrackEntity } from '../entity/track';
|
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import { TouchType } from '../../../comm/types/omni';
|
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|
||||
/**
|
||||
* 访客足迹上报 DTO
|
||||
*/
|
||||
export interface RecordTrackDTO {
|
||||
cardId: number | string;
|
||||
visitorId?: string;
|
||||
ip?: string;
|
||||
country?: string;
|
||||
city?: string;
|
||||
touchType?: TouchType;
|
||||
stayDurationMs?: number;
|
||||
scrollDepth?: number;
|
||||
viewedBlocks?: string[] | string;
|
||||
tenantId?: number | string;
|
||||
}
|
||||
|
||||
/**
|
||||
* IP 地理位置解析结果
|
||||
*/
|
||||
export interface IpLocationResult {
|
||||
country: string;
|
||||
city: string;
|
||||
}
|
||||
|
||||
/**
|
||||
* 访客雷达与轨迹流水服务
|
||||
*/
|
||||
@Provide()
|
||||
export class CrmRadarService extends BaseService {
|
||||
@InjectEntityModel(CrmTrackEntity)
|
||||
crmTrackEntity: Repository<CrmTrackEntity>;
|
||||
|
||||
@Inject()
|
||||
ctx: any;
|
||||
|
||||
/**
|
||||
* 轻量高效 IP 地理位置解析机制
|
||||
* 支持 Cloudflare/CDN 请求头直通与内网/本地安全识别
|
||||
*/
|
||||
parseIpLocation(
|
||||
ip?: string,
|
||||
headers?: Record<string, any>
|
||||
): IpLocationResult {
|
||||
const rawHeaders = headers || (this.ctx && this.ctx.headers) || {};
|
||||
|
||||
// 1. 优先提取出海 CDN (如 Cloudflare) 携带的高可靠地理位置信息
|
||||
const cdnCountry =
|
||||
rawHeaders['cf-ipcountry'] ||
|
||||
rawHeaders['x-country'] ||
|
||||
rawHeaders['geoip-country-code'];
|
||||
const cdnCity =
|
||||
rawHeaders['cf-ipcity'] ||
|
||||
rawHeaders['x-city'] ||
|
||||
rawHeaders['geoip-city'];
|
||||
|
||||
if (cdnCountry) {
|
||||
return {
|
||||
country: String(cdnCountry).trim(),
|
||||
city: cdnCity ? String(cdnCity).trim() : 'Unknown',
|
||||
};
|
||||
}
|
||||
|
||||
const cleanIp = (ip || '').trim().replace(/^::ffff:/, '');
|
||||
|
||||
// 2. 本地回环与内网私有地址识别
|
||||
if (
|
||||
!cleanIp ||
|
||||
cleanIp === '127.0.0.1' ||
|
||||
cleanIp === '::1' ||
|
||||
cleanIp.toLowerCase() === 'localhost' ||
|
||||
cleanIp.startsWith('192.168.') ||
|
||||
cleanIp.startsWith('10.') ||
|
||||
/^172\.(1[6-9]|2[0-9]|3[0-1])\./.test(cleanIp)
|
||||
) {
|
||||
return { country: 'Local', city: 'Local' };
|
||||
}
|
||||
|
||||
// 3. 公网未知 IP 兜底返回
|
||||
return { country: 'Unknown', city: 'Unknown' };
|
||||
}
|
||||
|
||||
/**
|
||||
* 记录访客轨迹并解析地理位置
|
||||
*/
|
||||
async recordTrack(data: RecordTrackDTO): Promise<CrmTrackEntity> {
|
||||
if (!data || !data.cardId) {
|
||||
throw new CoolCommException('缺少名片标识 cardId', 400);
|
||||
}
|
||||
|
||||
// 提取客户端 IP (入参 > 上下文 IP > 默认空)
|
||||
const clientIp =
|
||||
data.ip ||
|
||||
(this.ctx && this.ctx.ip) ||
|
||||
(this.ctx &&
|
||||
this.ctx.headers &&
|
||||
this.ctx.headers['x-forwarded-for']?.split(',')[0]?.trim()) ||
|
||||
'';
|
||||
|
||||
// 解析地理位置 (入参优先，缺失则自动解析)
|
||||
let country = data.country;
|
||||
let city = data.city;
|
||||
if (!country || !city) {
|
||||
const parsed = this.parseIpLocation(clientIp, this.ctx?.headers);
|
||||
country = country || parsed.country;
|
||||
city = city || parsed.city;
|
||||
}
|
||||
|
||||
// 触碰渠道校验与兜底
|
||||
const validTouchTypes: TouchType[] = ['nfc', 'qr', 'link'];
|
||||
const touchType: TouchType =
|
||||
data.touchType && validTouchTypes.includes(data.touchType)
|
||||
? data.touchType
|
||||
: 'link';
|
||||
|
||||
// 行为指标纠偏 (停留时长非负，滚动深度 0-100)
|
||||
const stayDurationMs = Math.max(0, Math.round(data.stayDurationMs || 0));
|
||||
const scrollDepth = Math.min(
|
||||
100,
|
||||
Math.max(0, Math.round(data.scrollDepth || 0))
|
||||
);
|
||||
|
||||
// 浏览组件块容错与解析
|
||||
let viewedBlocks: string[] = [];
|
||||
if (Array.isArray(data.viewedBlocks)) {
|
||||
viewedBlocks = data.viewedBlocks.map(String);
|
||||
} else if (typeof data.viewedBlocks === 'string') {
|
||||
try {
|
||||
const parsed = JSON.parse(data.viewedBlocks);
|
||||
viewedBlocks = Array.isArray(parsed) ? parsed.map(String) : [];
|
||||
} catch {
|
||||
viewedBlocks = [data.viewedBlocks];
|
||||
}
|
||||
}
|
||||
|
||||
// 访客指纹兜底生成
|
||||
const visitorId =
|
||||
data.visitorId ||
|
||||
`vis_${Date.now().toString(36)}_${Math.random().toString(36).slice(2, 8)}`;
|
||||
|
||||
const track = new CrmTrackEntity();
|
||||
track.cardId = Number(data.cardId);
|
||||
track.visitorId = visitorId;
|
||||
track.ip = clientIp;
|
||||
track.country = country;
|
||||
track.city = city;
|
||||
track.touchType = touchType;
|
||||
track.stayDurationMs = stayDurationMs;
|
||||
track.scrollDepth = scrollDepth;
|
||||
track.viewedBlocks = viewedBlocks;
|
||||
if (data.tenantId) {
|
||||
track.tenantId = Number(data.tenantId);
|
||||
}
|
||||
|
||||
return await this.crmTrackEntity.save(track);
|
||||
}
|
||||
|
||||
/**
|
||||
* 获取某名片的最近足迹流水
|
||||
*/
|
||||
async getRecentTracks(
|
||||
cardId: number | string,
|
||||
limit = 20
|
||||
): Promise<CrmTrackEntity[]> {
|
||||
if (!cardId) {
|
||||
throw new CoolCommException('缺少名片标识 cardId', 400);
|
||||
}
|
||||
|
||||
// limit 范围限制在 1 ~ 100
|
||||
const parsed = Number(limit);
|
||||
const rawLimit = Number.isFinite(parsed) ? parsed : 20;
|
||||
const take = Math.min(100, Math.max(1, Math.round(rawLimit)));
|
||||
|
||||
return await this.crmTrackEntity.find({
|
||||
where: { cardId: Number(cardId) },
|
||||
order: { id: 'DESC' } as any,
|
||||
take,
|
||||
});
|
||||
}
|
||||
}
|
||||
在新工单中引用
屏蔽一个用户