Merge branch 'crm/crm_15.4' of http://8.136.199.33:3000/hongze/hz_crm_api into debug

controllers/company.go

@@ -1712,7 +1712,11 @@ func (this *CompanyController) List() {
 			} else if strings.Contains(v.TodoStatuss, "无任务") {
 				todoButtonColor = "gray"
 			}
-			//if str
+			//永续客户X类试用客户出参转换
+			if v.StatusStr == utils.COMPANY_STATUS_FOREVER {
+				v.StatusStr = utils.COMPANY_STATUS_X_CLASS_TRY_OUT
+			}
+
 			companyList := &company.CompanyListItem{
 				CompanyId:        v.CompanyId,
 				CompanyName:      v.CompanyName,

controllers/cygx/enter_score.go

@@ -57,6 +57,20 @@ func (this *EnterScoreController) CompanySearchList() {
 	if keyWord != "" {
 		companyCondition += ` AND a.company_name LIKE '%` + keyWord + `%' `
 	}
+
+	//权益申请销售只能看到自己名下的客户的申请
+	companyIds, err := cygxService.GetAdminLookUserCompanyIdsBySelf(sysUser)
+	if err != nil {
+		br.Msg = "获取失败"
+		br.ErrMsg = "获取失败，GetAdminLookUserCompanyIds Err:" + err.Error()
+		return
+	}
+	lencompanyIds := len(companyIds)
+	if lencompanyIds > 0 {
+		companyCondition += ` AND a.company_id IN (` + utils.GetOrmInReplace(lencompanyIds) + `)`
+		companypars = append(companypars, companyIds)
+	}
+
 	companyList, err := company.GetCompanyIdListByproductName(companyCondition, companypars)
 	if err != nil {
 		br.Msg = "获取失败"
@@ -336,6 +350,13 @@ func (this *EnterScoreController) EnterScoreUpdate() {
 		return
 	}
 
+	startDate := req.StartDate
+	endDate := req.EndDate
+	if startDate == "" || endDate == "" {
+		br.Msg = "请选择季度信息"
+		return
+	}
+
 	companyProduct, err := company.GetCompanyProductByCompanyIdAndProductId(companyId, utils.COMPANY_PRODUCT_RAI_ID)
 	if err != nil {
 		br.Msg = "查询客户产品信息失败"
@@ -653,45 +674,10 @@ func (this *EnterScoreController) EnterScoreScoreOverview() {
 		return
 	}
 
-	var companyCondition string
-	var companypars []interface{}
-	companyCondition += ` AND b.product_name = ? `
-	companypars = append(companypars, "权益")
-	companyCondition += ` AND b.status = ? `
-	companypars = append(companypars, "永续")
-
-	//权益申请销售只能看到自己名下的客户的申请
-	companyIds, err := cygxService.GetAdminLookUserCompanyIdsBySelf(AdminUser)
-	if err != nil {
-		br.Msg = "获取失败"
-		br.ErrMsg = "获取失败，GetAdminLookUserCompanyIds Err:" + err.Error()
-		return
-	}
-	lencompanyIds := len(companyIds)
-	if lencompanyIds > 0 {
-		companyCondition += ` AND a.company_id IN (` + utils.GetOrmInReplace(lencompanyIds) + `)`
-		companypars = append(companypars, companyIds)
-	}
-
-	if keyWord != "" {
-		companyCondition += ` AND a.company_name LIKE '%` + keyWord + `%' `
-	}
-	if city != "" {
-		companyCondition += ` AND a.city = ? `
-		companypars = append(companypars, city)
-	}
-
-	companyList, err := company.GetCompanyIdListByproductName(companyCondition, companypars)
-	if err != nil {
-		br.Msg = "获取失败"
-		br.ErrMsg = "获取失败，Err:" + err.Error()
-		return
-	}
-
 	var condition string
 	var pars []interface{}
 	if endDate != "" {
-		condition += ` AND start_date >= ? AND start_date <= ? `
+		condition += ` AND start_date <= ? AND end_date >= ? `
 		pars = append(pars, startDate, endDate)
 	}
 
@@ -699,6 +685,10 @@ func (this *EnterScoreController) EnterScoreScoreOverview() {
 		condition += ` AND enter_score_type = 2 `
 	}
 
+	if keyWord != "" {
+		condition += ` AND securities_firms_name LIKE '%` + keyWord + `%' `
+	}
+
 	total, err := cygx.GetCygxEnterScoreCount(condition, pars)
 	if err != nil {
 		br.Msg = "获取失败"
@@ -723,6 +713,45 @@ func (this *EnterScoreController) EnterScoreScoreOverview() {
 			}
 		}
 
+		var companyCondition string
+		var companypars []interface{}
+		companyCondition += ` AND b.product_name = ? `
+		companypars = append(companypars, "权益")
+		companyCondition += ` AND b.status = ? `
+		companypars = append(companypars, "永续")
+
+		//权益申请销售只能看到自己名下的客户的申请
+		companyIds, err := cygxService.GetAdminLookUserCompanyIdsBySelf(AdminUser)
+		if err != nil {
+			br.Msg = "获取失败"
+			br.ErrMsg = "获取失败，GetAdminLookUserCompanyIds Err:" + err.Error()
+			return
+		}
+		//如果机构搜索做了限制 ，那么公司列表的纵向展示也做限制
+		if keyWord != "" {
+			for _, v := range list {
+				companyIds = append(companyIds, v.CompanyId)
+			}
+		}
+
+		lencompanyIds := len(companyIds)
+		if lencompanyIds > 0 {
+			companyCondition += ` AND a.company_id IN (` + utils.GetOrmInReplace(lencompanyIds) + `)`
+			companypars = append(companypars, companyIds)
+		}
+
+		if city != "" {
+			companyCondition += ` AND a.city = ? `
+			companypars = append(companypars, city)
+		}
+
+		companyList, err := company.GetCompanyIdListByproductName(companyCondition, companypars)
+		if err != nil {
+			br.Msg = "获取失败"
+			br.ErrMsg = "获取失败，Err:" + err.Error()
+			return
+		}
+
 		listResearcher, err := cygx.GeCygxEnterScoreResearcherListByIds(enterScoreIds) //获取所有的研究员
 		if err != nil {
 			br.Msg = "获取失败"
@@ -748,6 +777,7 @@ func (this *EnterScoreController) EnterScoreScoreOverview() {
 		mapResearcherProportionText := make(map[string][]string)
 		for _, vC := range companyList {
 			for _, vR := range researcherArr {
+
 				var proportionText string
 				if mapResearcherProportion[fmt.Sprint(vR, "_", vC.CompanyId)] != "" {
 					proportionText = mapResearcherProportion[fmt.Sprint(vR, "_", vC.CompanyId)]
@@ -904,9 +934,12 @@ func (this *EnterScoreController) EnterScoreScoreOverview() {
 
 		resp.ListPermission = itemsP
 		resp.ListGroup = itemsG
+		resp.ListCompany = companyList
+	} else {
+		resp.ListPermission = make([]*cygx.EnterScorePermissionListResp, 0)
+		resp.ListGroup = make([]*cygx.EnterScoreGroupListResp, 0)
+		resp.ListCompany = make([]*company.CompanyNameAndId, 0)
 	}
-	resp.ListCompany = companyList
-
 	//导出excel
 	if isExport {
 		EnterScoreScoreOverviewExport(this, resp, br)

services/company.go

@@ -1146,7 +1146,7 @@ func GetCompanyPermissionButton(roleTypeCode, status, itemSellerIds, itemGroupId
 
 			//如果是自己客户，那么拥有查看权限
 			if hasSellerId {
-				if sellerId == sysUserId ||utils.InArrayByStr(shareSellerIdArr, strconv.Itoa(sysUserId)) || shareSellerId == sysUserId {
+				if sellerId == sysUserId || utils.InArrayByStr(shareSellerIdArr, strconv.Itoa(sysUserId)) || shareSellerId == sysUserId {
 					button.BtnView = true                             //显示权限、详情
 					if productStatus == utils.COMPANY_STATUS_FORMAL { //正式
 						button.BtnUpdate = true
@@ -1204,7 +1204,7 @@ func GetCompanyPermissionButton(roleTypeCode, status, itemSellerIds, itemGroupId
 					button.BtnModifySeller = true
 					button.BtnRemarkView = true
 				} else if productStatus == utils.COMPANY_STATUS_LOSE { //流失
-					if sellerId == sysUserId || groupId == sysUserGroupId ||utils.InArrayByStr(shareSellerIdArr, strconv.Itoa(sysUserId)) || shareSellerId == sysUserId {
+					if sellerId == sysUserId || groupId == sysUserGroupId || utils.InArrayByStr(shareSellerIdArr, strconv.Itoa(sysUserId)) || shareSellerId == sysUserId {
 						button.BtnApplyReceive = true
 					} else {
 						button.BtnReceive = true
@@ -2433,7 +2433,7 @@ func GetShareCompanyPermissionButton(roleTypeCode, statuses string, productId in
 	// 销售
 	sellerArr := []string{
 		utils.ROLE_TYPE_CODE_FICC_GROUP, utils.ROLE_TYPE_CODE_FICC_TEAM, utils.ROLE_TYPE_CODE_FICC_SELLER,
-		utils.ROLE_TYPE_CODE_RAI_GROUP,utils.ROLE_TYPE_CODE_RAI_SELLER,utils.ROLE_TYPE_CODE_RAI_ADMIN,
+		utils.ROLE_TYPE_CODE_RAI_GROUP, utils.ROLE_TYPE_CODE_RAI_SELLER, utils.ROLE_TYPE_CODE_RAI_ADMIN,
 	}
 	if !utils.InArrayByStr(sellerArr, roleTypeCode) {
 		return