1、為什么我們企業會選擇 Flexus 云服務器 X 實例來部署自己的 CRM 管理系統？

因為基于華為云 Flexus X 實例搭建 CRM 管理平臺，可以從容面對企業內部瞬息萬變的業務壓力變化

2、華為云服務器 Flexus X 方案及優勢：

靈活伸縮

搭配彈性伸縮服務 AS 及負載均衡服務 ELB，可以實現基于業務負載的快速彈縮，從容應對多變的市場業務壓力

數據可靠

搭配華為云數據庫服務，存儲電商持久化數據，使用方便，可靠性高

安全可靠

搭配 WAF、DDoS 等網絡安全服務，實現對電商業務全方位安全防護，降低黑客入侵風險

3、在寶塔里面安裝必要的環境 PHP7.3、Mysql5.6+、NGINX

4、安裝搭建好，進入 CRM 管理界面：

點擊添加客戶信息的時候就會發現，提示：

APP Referer 校驗失敗。請檢查該 ak 設置的白名單與訪問所有的域名是否一致。詳情查看：http://lbsyun.baidu.com/apiconsole/key#

這是由于百度地圖 api 接口沒有配置好導致的問題出現

當配置好地圖參數之后，就可以進行地區定位和使用附件客戶等功能了

5、客戶詳情功能模塊代碼

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()]);

}

//數據權限判斷

$userModel = new appadminmodelUser();

authu?seri?ds=userModel->getUserByPer('crm', 'customer', 'read');

//讀權限

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');

//判斷是否客戶池數據

wherePool=customerModel->getWhereByPool();

resPool=db(′crmc?ustomer′)?>alias(′customer′)?>where([′customeri?d′=>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、編輯客戶功能模塊代碼

public function update()

{

$customerModel = model('Customer');

param=this->param;

userInfo=this->userInfo;

//數據詳情

data=customerModel->getDataById($param['id']);

if (!$data) {

return resultArray(['error' => $customerModel->getError()]);

}

param[′useri?d′]=userInfo['id'];

if (customerModel?>updateDataById(param, $param['id'])) {

return resultArray(['data' => '編輯成功']);

} else {

return resultArray(['error' => $customerModel->getError()]);

}

}

7、刪除客戶功能模塊代碼

public function delete()

{

param=this->param;

$user = new ApiCommon();

userInfo=user->userInfo;

// 是否客戶池

if ($param['isSeas'] == 1) {

$permission = checkPerByAction('crm', 'customer', 'poolDelete');

} else {

$permission = checkPerByAction('crm', 'customer', 'delete');

}

if ($permission == false) {

return resultArray(['error' => '無權操作']);

}

$customerModel = model('Customer');

$userModel = new appadminmodelUser();

$recordModel = new appadminmodelRecord();

$fileModel = new appadminmodelFile();

$actionRecordModel = new appadminmodelActionRecord();

if (!is_array($param['id'])) {

customeri?d[]=param['id'];

} else {

customeri?d=param['id'];

}

$delIds = [];

$errorMessage = [];

//數據權限判斷

authu?seri?ds=userModel->getUserByPer('crm', 'customer', 'delete');

//判斷是否客戶池數據(客戶池數據只有管理員可以刪)

adminId=userModel->getAdminId();

wherePool=customerModel->getWhereByPool();

foreach (customeri?dask => $v) {

$isDel = true;

//數據詳情

data=db(′crmc?ustomer′)?>where([′customeri?d′=>v])->find();

if (!$data) {

$isDel = false;

errorMessage[]=′id為′.v . '的客戶刪除失敗,錯誤原因：' . $customerModel->getError();

}

resPool=db(′crmc?ustomer′)?>alias(′customer′)?>where([′customeri?d′=>v])->where($wherePool)->find();

if (!resPool && !in_array(data['owner_user_id'], auth_user_ids) && isDel) {

$isDel = false;

$errorMessage[] = '無權操作';

}

// 公海 (原邏輯，公海僅允許管理員刪除，修改為授權，不再限制)

// if (resPool && !in_array(data['owner_user_id'],$adminId)) {

// $isDel = false;

// errorMessage[]=′名稱為′.data['name'].'的客戶刪除失敗,錯誤原因：無權操作';

// }

//有商機、合同、聯系人則不能刪除

if ($isDel) {

resBusiness=db(′crmb?usiness′)?>where([′customeri?d′=>v])->find();

if ($resBusiness) {

$isDel = false;

$errorMessage[] = '客戶下存在商機，不能刪除';

}

}

if ($isDel) {

resContacts=db(′crmc?ontacts′)?>where([′customeri?d′=>v])->find();

if ($resContacts) {

$isDel = false;

// errorMessage[]=′名稱為′.data['name'] . '的客戶刪除失敗,錯誤原因：客戶下存在聯系人，不能刪除';

$errorMessage[] = '客戶下存在聯系人，不能刪除';

}

}

if ($isDel) {

resContract=db(′crmc?ontract′)?>where([′customeri?d′=>v])->find();

if ($resContract) {

$isDel = false;

$errorMessage[] = '客戶下存在合同，不能刪除';

}

}

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()]);

}

// 刪除客戶擴展數據

db('crm_customer_data')->whereIn('customer_id', $delIds)->delete();

// 刪除跟進記錄

recordModel?>delDataByTypes(2,delIds);

// 刪除關聯附件

fileModel?>delRFileByModule(′crmc?ustomer′,delIds);

// 刪除關聯操作記錄

actionRecordModel?>delDataById([′types′=>′crmc?ustomer′,′actioni?d′=>delIds]);

foreach (dataInfoask => $v) {

RecordActionLog(userInfo[′id′],′crmc?ustomer′,′delete′,v['name'], '', '', '刪除了客戶：' . $v['name']);

}

}

if ($errorMessage) {

return resultArray(['error' => $errorMessage]);

} else {

return resultArray(['data' => '刪除成功']);

}

}

8、客戶信息詳情界面

9、客戶轉移功能

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 appadminmodelUser();

if (!$param['owner_user_id']) {

return resultArray(['error' => '變更負責人不能為空']);

}

if (!param[′customeri?d′]∣∣!isa?rray(param['customer_id'])) {

return resultArray(['error' => '請選擇需要轉移的客戶']);

}

isr?emove=(param['is_remove'] == 2) ? 2 : 1;

type=param['type'] == 2 ?: 1;

types=param['types'] ?: [];

$data = [];

data[′owneru?seri?d′]=param['owner_user_id'];

$data['update_time'] = time();

$data['follow'] = '待跟進';

# 獲取客戶的時間

$data['obtain_time'] = time();

ownerUserName=userModel->getUserNameById($param['owner_user_id']);

$errorMessage = [];

foreach (param[′customeri?d′]ascustomer_id) {

customerInfo=db(′crmc?ustomer′)?>where([′customeri?d′=>customer_id])->find();

if (!$customerInfo) {

errorMessage[]=′名稱:為《′.customerInfo['name'] . '》的客戶轉移失敗，錯誤原因：數據不存在；';

continue;

}

$resCustomer = true;

//權限判斷

if (!customerModel?>checkData(customer_id)) {

errorMessage[]=customerInfo['name'] . '轉移失敗，錯誤原因：無權限；';

continue;

}

//擁有客戶數上限檢測

if (!customerConfigModel?>checkData(param['owner_user_id'], 1)) {

errorMessage[]=customerInfo['name'] . '轉移失敗，錯誤原因：' . $customerConfigModel->getError();

continue;

}

//團隊成員

$teamData = [];

teamData[′type′]=type; //權限 1 只讀 2 讀寫

teamData[′useri?d′]=[customerInfo['owner_user_id']]; //協作人

$teamData['types'] = 'crm_customer'; //類型

teamData[′typesi?d′]=customer_id; //類型 ID

teamData[′isd?el′]=(is_remove == 1) ? 1 : '';

res=settingModel->createTeamData($teamData);

# 處理分配標識，待辦事項專用

$data['is_allocation'] = 1;

resCustomer=db(′crmc?ustomer′)?>where([′customeri?d′=>customer_id])->update($data);

if (!$resCustomer) {

errorMessage[]=customerInfo['name'] . '轉移失敗，錯誤原因：數據出錯；';

continue;

} else {

# 處理轉移時，負責人出現在只讀和讀寫成員列表中

$customerArray = [];

teamCustomer=db(′crmc?ustomer′)?>field([′owneru?seri?d′,′rou?seri?d′,′rwu?seri?d′])?>where(′customeri?d′,customer_id)->find();

if (!empty($teamCustomer['ro_user_id'])) {

customerRo=arrayToString(arrayd?iff(stringToArray(teamCustomer['ro_user_id']), [$teamCustomer['owner_user_id']]));

customerArray[′rou?seri?d′]=customerRo;

}

if (!empty($teamCustomer['rw_user_id'])) {

customerRo=arrayToString(arrayd?iff(stringToArray(teamCustomer['rw_user_id']), [$teamCustomer['owner_user_id']]));

customerArray[′rwu?seri?d′]=customerRo;

}

db('crm_customer')->where('customer_id', customeri?d)?>update(customerArray);

}

if (in_array('crm_contacts', $types)) {

$contactsIds = [];

contactsIds=db(′crmc?ontacts′)?>where([′customeri?d′=>customer_id])->column('contacts_id');

if ($contactsIds) {

resContacts=contactsModel->transferDataById(contactsIds,param['owner_user_id'], type,is_remove);

if ($resContacts !== true) {

errorMessage[]=resContacts;

continue;

}

}

}

//商機、合同轉移

if (in_array('crm_business', $types)) {

$businessIds = [];

businessIds=db(′crmb?usiness′)?>where([′customeri?d′=>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(′crmc?ontract′)?>where([′customeri?d′=>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;

}

}

}

//修改記錄

updateActionLog(userInfo[′id′],′crmc?ustomer′,customer_id, '', '', '將客戶轉移給：' . $ownerUserName);

RecordActionLog(userInfo[′id′],′crmc?ustomer′,′transfer′,customerInfo['name'], '', '', '將客戶：' . customerInfo[′name′].′轉移給：′.ownerUserName);

}

if (!$errorMessage) {

return resultArray(['data' => '轉移成功']);

} else {

return resultArray(['error' => $errorMessage]);

}

}

企業 CRM 管理系統部署上線之后，我們可以在華為云的控制臺可以觀察監控著 CPU 使用情況、內存、磁盤等等一切運作情況。華為云真的是性能強大、安全、穩定的云產品！！！

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版權聲明：本文為博主原創文章，遵循 CC 4.0 BY-SA 版權協議，轉載請附上原文出處鏈接和本聲明。

原文鏈接：https://blog.csdn.net/csdndddsd/article/details/141969901

審核編輯 黃宇