实现 P1 客户/知识库/对话记录与渠道设置

- 客户管理接通创建、编辑、删除与详情历史会话 - 知识库接通分类/条目 CRUD，按角色控制写权限 - 对话记录增强筛选、客户名、消息与操作时间线 - 新增租户渠道 API，系统设置渠道管理可启用与复制嵌入代码
2026-07-15 11:18:01 +08:00
parent 9485c28abd
commit 65014d80de
8 changed files with 1232 additions and 247 deletions
@@ -0,0 +1,197 @@
+package handler
+
+import (
+	"crypto/rand"
+	"encoding/hex"
+	"fmt"
+	"net/http"
+	"regexp"
+	"strings"
+
+	"github.com/gin-gonic/gin"
+	"kefu-sys/server/internal/middleware"
+	"kefu-sys/server/internal/model"
+)
+
+type ChannelHandler struct{}
+
+func NewChannelHandler() *ChannelHandler { return &ChannelHandler{} }
+
+var scriptIDPattern = regexp.MustCompile(`data-id="([A-Za-z0-9_-]+)"`)
+
+type channelView struct {
+	ID         uint   `json:"id"`
+	TenantID   uint   `json:"tenant_id"`
+	Type       string `json:"type"`
+	Name       string `json:"name"`
+	Status     string `json:"status"`
+	Config     string `json:"config"`
+	ScriptCode string `json:"script_code"`
+	ChannelKey string `json:"channel_key"`
+}
+
+func extractChannelKey(script string) string {
+	m := scriptIDPattern.FindStringSubmatch(script)
+	if len(m) == 2 {
+		return m[1]
+	}
+	return ""
+}
+
+func buildWebScript(channelKey string) string {
+	return fmt.Sprintf(`<script src="/widget.js" data-id="%s"></script>`, channelKey)
+}
+
+func newChannelKey(prefix string) (string, error) {
+	buf := make([]byte, 4)
+	if _, err := rand.Read(buf); err != nil {
+		return "", err
+	}
+	return fmt.Sprintf("%s_%s", prefix, hex.EncodeToString(buf)), nil
+}
+
+func toChannelView(ch model.Channel) channelView {
+	return channelView{
+		ID: ch.ID, TenantID: ch.TenantID, Type: ch.Type, Name: ch.Name,
+		Status: ch.Status, Config: ch.Config, ScriptCode: ch.ScriptCode,
+		ChannelKey: extractChannelKey(ch.ScriptCode),
+	}
+}
+
+func requireTenantAdmin(c *gin.Context) bool {
+	if middleware.HasAnyRole(c, "admin") {
+		return true
+	}
+	c.JSON(http.StatusForbidden, gin.H{"code": 403, "message": "仅租户管理员可操作"})
+	return false
+}
+
+func (h *ChannelHandler) List(c *gin.Context) {
+	tenantID := middleware.GetTenantID(c)
+	var channels []model.Channel
+	if err := model.DB.Where("tenant_id = ?", tenantID).Order("id asc").Find(&channels).Error; err != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"code": 500, "message": "查询渠道失败"})
+		return
+	}
+	views := make([]channelView, 0, len(channels))
+	for _, ch := range channels {
+		views = append(views, toChannelView(ch))
+	}
+	middleware.JSON(c, views)
+}
+
+type updateChannelReq struct {
+	Name   *string `json:"name"`
+	Status *string `json:"status"`
+}
+
+func (h *ChannelHandler) Update(c *gin.Context) {
+	if !requireTenantAdmin(c) {
+		return
+	}
+	tenantID := middleware.GetTenantID(c)
+	id := c.Param("id")
+
+	var channel model.Channel
+	if err := model.DB.Where("id = ? AND tenant_id = ?", id, tenantID).First(&channel).Error; err != nil {
+		c.JSON(http.StatusNotFound, gin.H{"code": 404, "message": "渠道不存在"})
+		return
+	}
+
+	var req updateChannelReq
+	if err := c.ShouldBindJSON(&req); err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"code": 400, "message": "参数错误"})
+		return
+	}
+
+	updates := map[string]interface{}{}
+	if req.Name != nil {
+		name := strings.TrimSpace(*req.Name)
+		if name == "" || len([]rune(name)) > 50 {
+			c.JSON(http.StatusBadRequest, gin.H{"code": 400, "message": "渠道名称无效"})
+			return
+		}
+		updates["name"] = name
+	}
+	if req.Status != nil {
+		status := strings.TrimSpace(*req.Status)
+		if status != "enabled" && status != "disabled" {
+			c.JSON(http.StatusBadRequest, gin.H{"code": 400, "message": "状态仅支持 enabled/disabled"})
+			return
+		}
+		updates["status"] = status
+	}
+	if len(updates) == 0 {
+		c.JSON(http.StatusBadRequest, gin.H{"code": 400, "message": "没有可更新字段"})
+		return
+	}
+
+	if err := model.DB.Model(&channel).Updates(updates).Error; err != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"code": 500, "message": "更新失败"})
+		return
+	}
+	model.DB.First(&channel, channel.ID)
+	middleware.JSON(c, toChannelView(channel))
+}
+
+type createChannelReq struct {
+	Type string `json:"type" binding:"required"`
+	Name string `json:"name"`
+}
+
+func (h *ChannelHandler) Create(c *gin.Context) {
+	if !requireTenantAdmin(c) {
+		return
+	}
+	var req createChannelReq
+	if err := c.ShouldBindJSON(&req); err != nil {
+		c.JSON(http.StatusBadRequest, gin.H{"code": 400, "message": "参数错误"})
+		return
+	}
+	channelType := strings.TrimSpace(req.Type)
+	allowed := map[string]string{
+		"web": "网页聊天", "wechat": "微信公众号", "app": "APP 内嵌",
+		"phone": "电话客服", "email": "邮件工单",
+	}
+	defaultName, ok := allowed[channelType]
+	if !ok {
+		c.JSON(http.StatusBadRequest, gin.H{"code": 400, "message": "不支持的渠道类型"})
+		return
+	}
+	tenantID := middleware.GetTenantID(c)
+	var exists int64
+	model.DB.Model(&model.Channel{}).Where("tenant_id = ? AND type = ?", tenantID, channelType).Count(&exists)
+	if exists > 0 {
+		c.JSON(http.StatusConflict, gin.H{"code": 409, "message": "该类型渠道已存在"})
+		return
+	}
+
+	name := strings.TrimSpace(req.Name)
+	if name == "" {
+		name = defaultName
+	}
+	prefix := map[string]string{"web": "WK", "wechat": "WX", "app": "AP", "phone": "PH", "email": "EM"}[channelType]
+	key, err := newChannelKey(prefix)
+	if err != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"code": 500, "message": "生成渠道标识失败"})
+		return
+	}
+
+	channel := model.Channel{
+		TenantID: tenantID,
+		Type:     channelType,
+		Name:     name,
+		Status:   "disabled",
+	}
+	if channelType == "web" {
+		channel.Status = "enabled"
+		channel.ScriptCode = buildWebScript(key)
+	} else {
+		channel.ScriptCode = fmt.Sprintf(`data-id="%s"`, key)
+	}
+	if err := model.DB.Create(&channel).Error; err != nil {
+		c.JSON(http.StatusInternalServerError, gin.H{"code": 500, "message": "创建失败"})
+		return
+	}
+	middleware.JSON(c, toChannelView(channel))
+}
@@ -12,6 +12,7 @@ func SetupRoutes(r *gin.Engine) {
 	knowledge := NewKnowledgeHandler()
 	stats := NewStatisticsHandler()
 	admin := NewAdminHandler()
+	channel := NewChannelHandler()
 	ws := NewWsHandler()
 	widget := NewWidgetHandler()

@@ -68,6 +69,12 @@ func SetupRoutes(r *gin.Engine) {
 		kb.PUT("/entries/:id", knowledge.UpdateEntry)
 		kb.DELETE("/entries/:id", knowledge.DeleteEntry)

+		// 渠道设置（租户级）
+		channels := authRequired.Group("/channels")
+		channels.GET("", channel.List)
+		channels.POST("", channel.Create)
+		channels.PUT("/:id", channel.Update)
+
 		// 统计
 		statistics := authRequired.Group("/statistics")
 		statistics.GET("/kpi", stats.KPIs)
@@ -540,3 +540,86 @@ func TestWidgetAutoAssignAndOfflineLeave(t *testing.T) {
 		t.Fatalf("未记录自动分配事件: %v", err)
 	}
 }
+
+func TestChannelListAndToggleRequiresAdmin(t *testing.T) {
+	router := setupRouter(t)
+	tenant := createTenant(t, "渠道租户", "normal")
+	admin := createUser(t, tenant.ID, "ch-admin", "admin")
+	agent := createUser(t, tenant.ID, "ch-agent", "agent")
+	channel := model.Channel{
+		TenantID: tenant.ID, Type: "web", Name: "网页", Status: "enabled",
+		ScriptCode: `<script src="/widget.js" data-id="WK_ch_001"></script>`,
+	}
+	if err := model.DB.Create(&channel).Error; err != nil {
+		t.Fatalf("创建渠道失败: %v", err)
+	}
+
+	listRecorder := httptest.NewRecorder()
+	router.ServeHTTP(listRecorder, bearerRequest(t, http.MethodGet, "/api/channels", nil, agent))
+	if listRecorder.Code != http.StatusOK {
+		t.Fatalf("客服查看渠道列表失败: %s", listRecorder.Body.String())
+	}
+
+	denyRecorder := httptest.NewRecorder()
+	router.ServeHTTP(denyRecorder, bearerRequest(t, http.MethodPut, fmt.Sprintf("/api/channels/%d", channel.ID), []byte(`{"status":"disabled"}`), agent))
+	if denyRecorder.Code != http.StatusForbidden {
+		t.Fatalf("客服禁用渠道应 403，实际 %d %s", denyRecorder.Code, denyRecorder.Body.String())
+	}
+
+	okRecorder := httptest.NewRecorder()
+	router.ServeHTTP(okRecorder, bearerRequest(t, http.MethodPut, fmt.Sprintf("/api/channels/%d", channel.ID), []byte(`{"status":"disabled"}`), admin))
+	if okRecorder.Code != http.StatusOK {
+		t.Fatalf("管理员禁用渠道失败: %s", okRecorder.Body.String())
+	}
+	var updated model.Channel
+	if err := model.DB.First(&updated, channel.ID).Error; err != nil || updated.Status != "disabled" {
+		t.Fatalf("渠道状态未更新: %+v err=%v", updated, err)
+	}
+}
+
+func TestCustomerAndKnowledgeCRUD(t *testing.T) {
+	router := setupRouter(t)
+	tenant := createTenant(t, "业务CRUD租户", "normal")
+	admin := createUser(t, tenant.ID, "biz-admin", "admin")
+
+	createCustomerRec := httptest.NewRecorder()
+	router.ServeHTTP(createCustomerRec, bearerRequest(t, http.MethodPost, "/api/customers", []byte(`{"name":"测试客户甲","phone":"13900001111","tags":"[\"新客户\"]","status":"offline","source":"手动"}`), admin))
+	if createCustomerRec.Code != http.StatusOK {
+		t.Fatalf("创建客户失败: %s", createCustomerRec.Body.String())
+	}
+	var createCustomerResp struct {
+		Data struct {
+			ID uint `json:"id"`
+		} `json:"data"`
+	}
+	if err := json.Unmarshal(createCustomerRec.Body.Bytes(), &createCustomerResp); err != nil || createCustomerResp.Data.ID == 0 {
+		t.Fatalf("解析客户创建响应失败: %v body=%s", err, createCustomerRec.Body.String())
+	}
+
+	updateCustomerRec := httptest.NewRecorder()
+	router.ServeHTTP(updateCustomerRec, bearerRequest(t, http.MethodPut, fmt.Sprintf("/api/customers/%d", createCustomerResp.Data.ID), []byte(`{"tags":"[\"VIP客户\",\"活跃\"]"}`), admin))
+	if updateCustomerRec.Code != http.StatusOK {
+		t.Fatalf("更新客户失败: %s", updateCustomerRec.Body.String())
+	}
+
+	createCatRec := httptest.NewRecorder()
+	router.ServeHTTP(createCatRec, bearerRequest(t, http.MethodPost, "/api/knowledge/categories", []byte(`{"name":"产品FAQ"}`), admin))
+	if createCatRec.Code != http.StatusOK {
+		t.Fatalf("创建分类失败: %s", createCatRec.Body.String())
+	}
+	var catResp struct {
+		Data struct {
+			ID uint `json:"id"`
+		} `json:"data"`
+	}
+	if err := json.Unmarshal(createCatRec.Body.Bytes(), &catResp); err != nil || catResp.Data.ID == 0 {
+		t.Fatalf("解析分类响应失败: %v", err)
+	}
+
+	createEntryRec := httptest.NewRecorder()
+	body := fmt.Sprintf(`{"title":"如何退货","content":"7天无理由退货","category_id":%d,"status":"published"}`, catResp.Data.ID)
+	router.ServeHTTP(createEntryRec, bearerRequest(t, http.MethodPost, "/api/knowledge/entries", []byte(body), admin))
+	if createEntryRec.Code != http.StatusOK {
+		t.Fatalf("创建知识条目失败: %s", createEntryRec.Body.String())
+	}
+}