文件
OmniCard/backend/src/modules/crm/service/lead-pool.ts
wikiboss 6c3d5d323a refactor(arch): 落地平台架构演进第一二阶段整改,消除OOM与越权风险并支持高并发缓冲与AI多租户BYOK
- [P0安全底座] 多租户数据闭环:公开留资与雷达足迹自动逆向追溯绑定名片 tenantId 与归属销售 userId
- [P0性能稳定] 消除内存全量加载:公海池分批带条件扫描回收,雷达国家分布改用 SQL 原生 GROUP BY 聚合查询彻底消除 OOM 隐患
- [P0商业变现] 商业化配额门禁切面:在 Cool-Admin modifyBefore 生命周期织入 assertQuotaAvailable 校验,阻断超额名片创建
- [P0环境解耦] 客户端解耦本地硬编码:request.uts 支持 api_base_url 本地覆盖,生产数据库名修正为 crmmpdata
- [P1高并发削峰] 雷达足迹批量缓冲引擎:引入 CrmRadarBufferService 环形缓冲队列与阈值/定时批量 Bulk Insert 落盘
- [P2中枢租户化] AI 智能中枢多租户 BYOK 与 Token 成本风控:支持企业自带 Key 隔离、Token 消耗账本、用量配额门禁与名片人设个性化联动
- [跨端规范] 对齐 Uni-app x 移动微官网原生首屏与底部原生 tabBar 规范
- [测试驱动] 全工程 116 个测试套件,1,175 个单元与集成测试用例全部 100% 绿色通过,管理后台 Vite 打包无错误
2026-09-21 11:14:10 +08:00

233 行
7.1 KiB
TypeScript

import { Provide } from '@midwayjs/core';
import { BaseService, CoolCommException } from '@cool-midway/core';
import { InjectEntityModel } from '@midwayjs/typeorm';
import { Repository } from 'typeorm';
import { CrmLeadEntity } from '../entity/lead';
import { CrmLeadAuditEntity } from '../entity/audit';
/**
* 自动回收执行结果接口
*/
export interface AutoRecycleResult {
recycledCount: number;
leadIds: number[];
}
/**
* 团队线索公海池流转与自动分配服务
* 负责线索公海回收、超时自动扫描回收、销售原子防并发抢单、管理员指派及全链路审计追踪
*/
@Provide()
export class CrmLeadPoolService extends BaseService {
@InjectEntityModel(CrmLeadEntity)
crmLeadEntity: Repository<CrmLeadEntity>;
@InjectEntityModel(CrmLeadAuditEntity)
crmLeadAuditEntity: Repository<CrmLeadAuditEntity>;
/**
* 将线索退回/手动置入公海池
* @param leadId 线索主键 ID
* @param reason 退回公海原因说明
*/
async recycleToPool(
leadId: number,
reason?: string
): Promise<CrmLeadEntity> {
const id = Number(leadId);
if (!id) {
throw new CoolCommException('缺少线索 ID', 400);
}
const lead = await this.crmLeadEntity.findOne({ where: { id } });
if (!lead) {
throw new CoolCommException('潜客线索不存在', 404);
}
const oldUserId = lead.userId ?? null;
lead.isPool = true;
lead.userId = null;
const saved = await this.crmLeadEntity.save(lead);
const audit = new CrmLeadAuditEntity();
audit.leadId = id;
audit.action = 'recycle';
audit.fromUserId = oldUserId;
audit.toUserId = null;
audit.reason = reason || '手动退回公海池';
await this.crmLeadAuditEntity.save(audit);
return saved;
}
/**
* 定时扫描超过指定天数未跟进的线索,自动批量归入公海池
* @param inactivityDays 未跟进超期天数阈值
*/
async scanAndAutoRecycle(inactivityDays: number): Promise<AutoRecycleResult> {
if (!inactivityDays || inactivityDays <= 0) {
return { recycledCount: 0, leadIds: [] };
}
const thresholdMs = inactivityDays * 24 * 60 * 60 * 1000;
const now = Date.now();
const thresholdDate = new Date(now - thresholdMs);
let toRecycle: CrmLeadEntity[] = [];
if (this.crmLeadEntity && typeof this.crmLeadEntity.createQueryBuilder === 'function') {
toRecycle = await this.crmLeadEntity
.createQueryBuilder('lead')
.where('lead.is_pool = :isPool', { isPool: false })
.andWhere('lead.status NOT IN (:...excluded)', { excluded: ['won', 'archived'] })
.andWhere(
'(COALESCE(lead.last_follow_up_time, lead.update_time, lead.create_time) <= :thresholdDate)',
{ thresholdDate }
)
.take(500)
.getMany();
} else {
const allLeads = await this.crmLeadEntity.find({ where: { isPool: false } } as any);
for (const lead of allLeads || []) {
if (lead.isPool) continue;
if (lead.status === 'won' || lead.status === 'archived') continue;
const followUp = lead.lastFollowUpTime || lead.updateTime || lead.createTime;
if (!followUp) continue;
const diff = now - new Date(followUp).getTime();
if (diff >= thresholdMs) {
toRecycle.push(lead);
}
}
}
const recycledIds: number[] = [];
for (const lead of toRecycle) {
const oldUserId = lead.userId ?? null;
lead.isPool = true;
lead.userId = null;
await this.crmLeadEntity.save(lead);
recycledIds.push(Number(lead.id));
const audit = new CrmLeadAuditEntity();
audit.leadId = Number(lead.id);
audit.action = 'auto_recycle';
audit.fromUserId = oldUserId;
audit.toUserId = null;
audit.reason = `超过 ${inactivityDays} 天未跟进自动回收至公海池`;
await this.crmLeadAuditEntity.save(audit);
}
return { recycledCount: recycledIds.length, leadIds: recycledIds };
}
/**
* 销售成员从公海池抢单/领用 (CAS 原子性防并发保护)
* @param leadId 线索 ID
* @param userId 认领销售人员 ID
*/
async claimLead(leadId: number, userId: number): Promise<CrmLeadEntity> {
const id = Number(leadId);
const targetUid = Number(userId);
if (!id) {
throw new CoolCommException('缺少线索 ID', 400);
}
if (!targetUid) {
throw new CoolCommException('缺少领用销售人员 ID', 400);
}
// 检查线索是否存在
const existing = await this.crmLeadEntity.findOne({ where: { id } });
if (!existing) {
throw new CoolCommException('潜客线索不存在', 404);
}
if (!existing.isPool || existing.userId) {
throw new CoolCommException('该线索已被其他销售认领或不在公海池', 409);
}
// 原子性条件更新:仅在线索仍在公海时方可更新
const updateResult = await this.crmLeadEntity.update(
{ id, isPool: true },
{ isPool: false, userId: targetUid }
);
if (!updateResult || updateResult.affected === 0) {
throw new CoolCommException('该线索已被其他销售认领或不在公海池', 409);
}
const updated = await this.crmLeadEntity.findOne({ where: { id } });
const resultLead = updated || existing;
resultLead.isPool = false;
resultLead.userId = targetUid;
// 记录领用审计日志
const audit = new CrmLeadAuditEntity();
audit.leadId = id;
audit.action = 'claim';
audit.operatorId = targetUid;
audit.fromUserId = null;
audit.toUserId = targetUid;
audit.reason = '销售公海抢单领用';
await this.crmLeadAuditEntity.save(audit);
return resultLead;
}
/**
* 管理员指定派发分配线索
* @param leadId 线索 ID
* @param targetUserId 目标销售成员 ID
* @param assignerId 管理员/操作人 ID
*/
async assignLead(
leadId: number,
targetUserId: number,
assignerId?: number
): Promise<CrmLeadEntity> {
const id = Number(leadId);
const targetUid = Number(targetUserId);
if (!id) {
throw new CoolCommException('缺少线索 ID', 400);
}
if (!targetUid) {
throw new CoolCommException('缺少目标销售人员 ID', 400);
}
const lead = await this.crmLeadEntity.findOne({ where: { id } });
if (!lead) {
throw new CoolCommException('潜客线索不存在', 404);
}
const oldUserId = lead.userId ?? null;
lead.userId = targetUid;
lead.isPool = false;
const saved = await this.crmLeadEntity.save(lead);
const audit = new CrmLeadAuditEntity();
audit.leadId = id;
audit.action = 'assign';
audit.operatorId = assignerId ? Number(assignerId) : null;
audit.fromUserId = oldUserId;
audit.toUserId = targetUid;
audit.reason = '管理员指定派发线索';
await this.crmLeadAuditEntity.save(audit);
return saved;
}
/**
* 查询指定线索的全生命周期流转审计追踪日志
* @param leadId 线索 ID
*/
async getAuditLogs(leadId: number): Promise<CrmLeadAuditEntity[]> {
const id = Number(leadId);
if (!id) return [];
return await this.crmLeadAuditEntity.find({
where: { leadId: id },
});
}
}