feat(round-15): 跨境多币种发票税额/线索自动化阶段跃升/名片私密访问锁/芯片激光标刻排版 (P1/P2功能达成)

backend/src/modules/crm/service/lead-automation.ts

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+import { Provide } from '@midwayjs/core';
+import { BaseService } from '@cool-midway/core';
+
+export type LeadStage = 'new' | 'contacted' | 'qualified' | 'proposal' | 'closed_won' | 'closed_lost';
+
+export interface LeadBehaviorTrigger {
+  action: 'PAGE_VIEW' | 'AI_CHAT_INTERACT' | 'FORM_SUBMITTED' | 'MEETING_SCHEDULED' | 'PAYMENT_SUCCESS';
+  staySeconds?: number;
+  radarScore?: number;
+  metadata?: Record<string, any>;
+}
+
+export interface PromotionEvaluation {
+  promoted: boolean;
+  targetStage: LeadStage;
+  reason?: string;
+}
+
+export interface StageTransitionResult {
+  leadId: number;
+  previousStage: LeadStage;
+  currentStage: LeadStage;
+  changed: boolean;
+  historyLog: string;
+}
+
+const STAGE_RANKS: Record<LeadStage, number> = {
+  new: 1,
+  contacted: 2,
+  qualified: 3,
+  proposal: 4,
+  closed_won: 5,
+  closed_lost: 0,
+};
+
+/**
+ * 判定线索行为是否满足自动推进条件
+ */
+export function evaluateLeadStagePromotion(
+  currentStage: LeadStage,
+  trigger: LeadBehaviorTrigger
+): PromotionEvaluation {
+  const currentRank = STAGE_RANKS[currentStage] || 0;
+
+  // 1. 支付成功直接达成 closed_won
+  if (trigger.action === 'PAYMENT_SUCCESS') {
+    return {
+      promoted: currentStage !== 'closed_won',
+      targetStage: 'closed_won',
+      reason: '客户完成国际订单支付，自动转入成交状态',
+    };
+  }
+
+  // 2. 成功预约会议直接推进到 proposal
+  if (trigger.action === 'MEETING_SCHEDULED') {
+    if (currentRank < STAGE_RANKS.proposal) {
+      return {
+        promoted: true,
+        targetStage: 'proposal',
+        reason: '客户已完成日程预约，自动流转至方案洽谈阶段',
+      };
+    }
+  }
+
+  // 3. 留资提交或雷达评分 >= 80 推进到 qualified
+  if (trigger.action === 'FORM_SUBMITTED' || (trigger.radarScore != null && trigger.radarScore >= 80)) {
+    if (currentRank < STAGE_RANKS.qualified) {
+      return {
+        promoted: true,
+        targetStage: 'qualified',
+        reason: '客户提交名片/留资表单或意向评分达到高潜线索阈值',
+      };
+    }
+  }
+
+  // 4. AI 对话交互或停留超过 120 秒推进到 contacted
+  if (
+    trigger.action === 'AI_CHAT_INTERACT' ||
+    (trigger.staySeconds != null && trigger.staySeconds >= 120)
+  ) {
+    if (currentRank < STAGE_RANKS.contacted) {
+      return {
+        promoted: true,
+        targetStage: 'contacted',
+        reason: '客户与 AI 数字人顾问深度交互或停留超过 120 秒，已成功建联',
+      };
+    }
+  }
+
+  // 未满足晋级条件或已有更高阶段，保持原阶段
+  return {
+    promoted: false,
+    targetStage: currentStage,
+  };
+}
+
+/**
+ * 出海潜客线索自动化阶段流转服务
+ */
+@Provide()
+export class LeadStageAutomationService extends BaseService {
+  async processBehaviorEvent(
+    lead: { id: number; stage: LeadStage; name: string },
+    trigger: LeadBehaviorTrigger
+  ): Promise<StageTransitionResult> {
+    const evalResult = evaluateLeadStagePromotion(lead.stage, trigger);
+
+    const changed = evalResult.promoted;
+    const currentStage = evalResult.targetStage;
+    const historyLog = changed
+      ? `[${new Date().toISOString()}] 阶段由 ${lead.stage} 自动跃升为 ${currentStage}: ${evalResult.reason}`
+      : `[${new Date().toISOString()}] 阶段保持 ${currentStage}`;
+
+    return {
+      leadId: lead.id,
+      previousStage: lead.stage,
+      currentStage,
+      changed,
+      historyLog,
+    };
+  }
+}