公司自动开始用钉钉后，企业的相关信息化软件开始使用钉钉上的应用程序。与销售公司相关的就是CRM系统。
CRM系统中客户是私人的，如果想多个人同时负责，需要添加客户负责人。由于公司的特殊性质，客户特别多，经常会有人要求增加客户负责人。每天都有几个小时在做这样的工作。钉钉消息、添加负责人，太繁琐了。
学以致用，开发个工具自动化处理任务。
闲话少说，开干。
设计思路
- 确认CRM是否有自动添加客户负责人的接口
- 确认钉钉的审批接口是否可以使用
- 确认接口数据都能拿到后，后台写个服务即可。
CRM系统分配用户
1、采集客户信息
分配客户负责人是通过客户的dataid来处理的，首先需要采集客户信息。幸好以前有定时服务采集客户信息。跳过
2、分配客户负责人接口
客户负责人分配才是这次的自动化处理的关键，通过查看CRM的API接口。可以实现，按照下面的代码执行即可。
public static void ReqDistributionCustomer(string datatids,string distributionUserIds, string userid, string corpid, string token, Action<string> SuccessCallback = null, Action<string> FailCallback = null) { string url = "http://127.0.0.1/pro/v1/api/customer/distribution"; StringBuilder data = new StringBuilder(); data.Append($@"{{""corpid"":""{corpid}"",""dataIdList"":[{datatids}],""distributionUserIds"":[""{distributionUserIds}""],""subBusinessType"":101,""userId"":""{userid}""}}"); string sign = Common.sha256($"{data.ToString()}{token}").ToLower(); HttpWebRequest req = WebRequest.Create(url) as HttpWebRequest; req.Method = "POST"; req.KeepAlive = true; req.ContentType = "application/json"; req.Headers.Add("sign", sign); req.ServicePoint.ConnectionLimit = int.MaxValue; req.ServicePoint.Expect100Continue = false; req.Credentials = System.Net.CredentialCache.DefaultCredentials; byte[] buffer = Encoding.UTF8.GetBytes(data.ToString()); using (Stream reqStream = req.GetRequestStream()) { reqStream.Write(buffer, 0, buffer.Length); } req.BeginGetResponse(new AsyncCallback(RspDistributionCustomer), new object[] { req, datatids, userid, corpid, token, distributionUserIds, SuccessCallback, FailCallback }); } private static void RspDistributionCustomer(IAsyncResult result) { object[] parms = result.AsyncState as object[]; string datatids = parms[1].ToString(); string userid = parms[2].ToString(); string corpid = parms[3].ToString(); string token = parms[4].ToString(); string distributionUserIds = parms[5].ToString(); HttpWebRequest req = parms[0] as HttpWebRequest; Action<string> SuccessCallback = parms[6] as Action<string>; Action<string> FailCallback = parms[7] as Action<string>; using (HttpWebResponse rsp = req.EndGetResponse(result) as HttpWebResponse) { using (StreamReader reader = new StreamReader(rsp.GetResponseStream())) { string msg = ""; msg = reader.ReadToEnd(); var jsondata = Newtonsoft.Json.JsonConvert.DeserializeObject<dynamic>(msg); if (!(bool)(jsondata.success)) { if (FailCallback != null) FailCallback(datatids); } else { if (SuccessCallback != null) SuccessCallback(datatids); } } } }
获取钉钉的审批信息
- 在钉钉上创建新审批，根据要求设置表单格式，支持多个客户同时添加相同的负责人。
- 为了防止随意添加客户负责人 增加了字段任意当前客户负责人，可以在系统中进行校验。 或者是 定期对所有客户的负责人进行校验，如果没有任何跟进、销售机会、合同信息可以主动删除该客户负责人。
- 关于附件，其实最好的办法是把客户放到附件里面，但是看了一下开放平台，后台开发文档，没有办法获取审批中的附件信息。【难过】，只好允许用户直接录入多个客户了
获取钉钉的审批记录
钉钉要求每次获取只能获取20条记录，如果想获取更多只能翻页获取。
其实关于钉钉的开放平台，讲解的还是很详细的，根据要求传参数即可。钉钉现在都是Java开发了，.NET还得自己写。
对于多年的.NET程序员大叔来说，这都不是事，轻松搞定.
public static void ReqDingProcess(string token, DateTime dt, Action<string> SuccessCallback, Action<string> FailCallback,int cursor=0) { string url = $"https://oapi.dingtalk.com/topapi/processinstance/listids?access_token={token}"; StringBuilder data = new StringBuilder(); data.Append($@"{{""process_code"":""{FzrProcessCode}"",""start_time"":{Common.ConvertDateTimeLong(dt)},""size"":20,""cursor"":{cursor}}}"); HttpWebRequest req = WebRequest.Create(url) as HttpWebRequest; req.Method = "POST"; req.UserAgent = "Mozilla/5.0 (Windows NT 6.1; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/65.0.3325.181 Safari/537.36"; req.Accept = "application/json, text/plain, */*"; req.KeepAlive = true; req.ContentType = "application/json;charset=UTF-8"; req.Headers.Add("X-Requested-With", "XMLHttpRequest"); req.ServicePoint.ConnectionLimit = int.MaxValue; req.ServicePoint.Expect100Continue = false; req.Credentials = System.Net.CredentialCache.DefaultCredentials; byte[] buffer = Encoding.UTF8.GetBytes(data.ToString()); using (Stream reqStream = req.GetRequestStream()) { reqStream.Write(buffer, 0, buffer.Length); } req.BeginGetResponse(new AsyncCallback(RspDingProcess), new object[] { req, token, dt, SuccessCallback, FailCallback }); } public static void RspDingProcess(IAsyncResult result) { object[] parms = result.AsyncState as object[]; string token = parms[1].ToString(); DateTime dt = DateTime.Parse(parms[2].ToString()); HttpWebRequest req = parms[0] as HttpWebRequest; Action<string> SuccessCallback = parms[3] as Action<string>; Action<string> FailCallback = parms[4] as Action<string>; using (HttpWebResponse rsp = req.EndGetResponse(result) as HttpWebResponse) { using (StreamReader reader = new StreamReader(rsp.GetResponseStream())) { string msg = ""; msg = reader.ReadToEnd(); var jsondata = Newtonsoft.Json.JsonConvert.DeserializeObject<dynamic>(msg); if (jsondata.result.next_cursor != null) { int nextcursor =int.Parse( jsondata.result.next_cursor.ToString()); ReqDingProcess(token, dt, SuccessCallback, FailCallback, nextcursor); } var rows = jsondata.result.list; foreach (var row in rows) { queueFzrProcess.Enqueue(row.ToString()); } } } } public static void ReqDingProcessInfo(string token,string procid, Action<string> SuccessCallback, Action<string> FailCallback) { string url = $"https://oapi.dingtalk.com/topapi/processinstance/get?access_token={token}"; StringBuilder data = new StringBuilder(); data.Append($@"{{""process_instance_id"":""{procid}""}}"); HttpWebRequest req = WebRequest.Create(url) as HttpWebRequest; req.Method = "POST"; req.UserAgent = "Mozilla/5.0 (Windows NT 6.1; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/65.0.3325.181 Safari/537.36"; req.Accept = "application/json, text/plain, */*"; req.KeepAlive = true; req.ContentType = "application/json;charset=UTF-8"; req.Headers.Add("X-Requested-With", "XMLHttpRequest"); req.ServicePoint.ConnectionLimit = int.MaxValue; req.ServicePoint.Expect100Continue = false; req.Credentials = System.Net.CredentialCache.DefaultCredentials; byte[] buffer = Encoding.UTF8.GetBytes(data.ToString()); using (Stream reqStream = req.GetRequestStream()) { reqStream.Write(buffer, 0, buffer.Length); } req.BeginGetResponse(new AsyncCallback(RspDingProcessInfo), new object[] { req, token, procid, SuccessCallback, FailCallback }); } public static void RspDingProcessInfo(IAsyncResult result) { object[] parms = result.AsyncState as object[]; string token = parms[1].ToString(); string procid = parms[2].ToString(); HttpWebRequest req = parms[0] as HttpWebRequest; Action<string> SuccessCallback = parms[3] as Action<string>; Action<string> FailCallback = parms[4] as Action<string>; using (HttpWebResponse rsp = req.EndGetResponse(result) as HttpWebResponse) { using (StreamReader reader = new StreamReader(rsp.GetResponseStream())) { string msg = ""; msg = reader.ReadToEnd(); var jsondata = Newtonsoft.Json.JsonConvert.DeserializeObject<dynamic>(msg); string businessid = jsondata.process_instance.business_id.ToString(); string customers = ""; string fzrNew = ""; StringBuilder sbFzrSource = new StringBuilder(); var fields = jsondata.process_instance.form_component_values; foreach (var field in fields) { switch (field.name.ToString()) { case "客户名称": { customers = field.value.ToString().Trim(); break; } case "需添加的负责人": { string userstr= field.ext_value.ToString(); var jsonuser= Newtonsoft.Json.JsonConvert.DeserializeObject<dynamic>(userstr); foreach (var u in jsonuser) { fzrNew = u.emplId.ToString().Trim(); } break; } case "选择任意当前客户负责人": { string userstr = field.ext_value.ToString(); var jsonuser = Newtonsoft.Json.JsonConvert.DeserializeObject<dynamic>(userstr); foreach (var u in jsonuser) { sbFzrSource.Append($",{u.emplId.ToString().Trim()}"); } break; } } } if (sbFzrSource.Length > 0) sbFzrSource.Remove(0, 1); string[] lstcustomer = customers.Split(new string[] { " ", ",", ",", "|" }, StringSplitOptions.RemoveEmptyEntries); foreach (string str in lstcustomer) { ConcurrentDictionary<string, string> dic = new ConcurrentDictionary<string, string>(); dic.AddOrUpdate("businessid", businessid, (k, v) => businessid); dic.AddOrUpdate("customer", str, (k, v) => str); dic.AddOrUpdate("fzr", fzrNew, (k, v) => fzrNew); dic.AddOrUpdate("fzrSource", sbFzrSource.ToString(), (k, v) => sbFzrSource.ToString()); dic.AddOrUpdate("procid", procid,(k,v)=>procid); queueProcs.Enqueue(dic); } } } }
定时任务
5分钟抓取一次审批。
根据抓到的最新的审批记录，查询每个审批记录的详情，获取相关的客户信息、负责人信息。
审批通过后把结果写入数据库，已经抓取过的数据，不再进行处理
问题:由于钉钉和CRM系统的接口处理有一定的时间差异，一般来说钉钉的系统比较快，由于CRM系统没有处理完，钉钉已经把业务处理完了，所以判断数据库那可能会出现重复。处理过的审批最好放到缓存中才完美。
#region 获取负责人流程信息 Task.Factory.StartNew(() => { DateTime dt = DateTime.Parse(DateTime.Now.AddDays(-1).ToString("yyyy-MM-dd")); //5分钟一次 while (true) { if (string.IsNullOrWhiteSpace(Business.DingAccessToken)) { Thread.Sleep(1000); continue; } Business.ReqDingProcess(Business.DingAccessToken, dt, new Action<string>(str => { }), new Action<string>(str => { }) ); dt = DateTime.Now; Thread.Sleep(1000 * 60 * 5); } }); //获取流程信息 Task.Factory.StartNew(() => { string logpath = $"{AppDomain.CurrentDomain.BaseDirectory}/logs/DingProcess"; if (!Directory.Exists(logpath)) Directory.CreateDirectory(logpath); while (true) { if (string.IsNullOrWhiteSpace(Business.DingAccessToken)) { Thread.Sleep(1000); continue; } if (Business.queueFzrProcess.IsEmpty) { Thread.Sleep(1000); continue; } Business.queueFzrProcess.TryDequeue(out string procid); if (string.IsNullOrWhiteSpace(procid)) continue; //如果该条目已经处理 则不再处理 var procids= DbAccess.Query($"select 1 from DingProc_CustomerFZR where procid='{procid}'"); if (procids.Any()) continue; Business.ReqDingProcessInfo(Business.DingAccessToken, procid, new Action<string>(str => { }), new Action<string>(str => { }) ); Thread.Sleep(100); } }); //根据客户名称查询客户ID 并记录客户信息到数据库 Task.Factory.StartNew(() => { Dictionary<string, ConcurrentDictionary<string, string>> dicTemp = new Dictionary<string, ConcurrentDictionary<string, string>>(); while (true) { if (Business.XbbModel == null) { Thread.Sleep(1000); continue; } if (Business.queueProcs.IsEmpty) { Thread.Sleep(1000); continue; } Business.queueProcs.TryDequeue(out ConcurrentDictionary<string, string> dic); if (dic == null) { Thread.Sleep(1000); continue; } //查询数据库中客户是否存在 var custid= DbAccess.Query($"select dataId from Customer{DateTime.Now.ToString("yyyyMMdd")} where text_1='{dic["customer"]}'"); if (!custid.Any()) { dic.AddOrUpdate("result", "客户名称不存在",(k,v)=>v); Business.queueProcsResult.Enqueue(dic); //客户名称不存在，保存到数据库等待处理结果 Thread.Sleep(1000); continue; } string dataid = (custid.FirstOrDefault()).dataId.ToString(); if (dicTemp.ContainsKey(dataid)) { Business.queueProcs.Enqueue(dic); Thread.Sleep(10000); continue; } dicTemp.Add(dataid, dic); Business.ReqDistributionCustomer(dataid, dic["fzr"], Business.XbbModel.UserID, Business.XbbModel.CorpId, Business.XbbModel.token, new Action<string>(success => { dicTemp[success].AddOrUpdate("result", "成功", (k, v) => v); Business.queueProcsResult.Enqueue(dicTemp[success]); dicTemp.Remove(success); }), new Action<string>(fail => { dicTemp[fail].AddOrUpdate("result", "失败", (k, v) => v); Business.queueProcsResult.Enqueue(dicTemp[fail]); dicTemp.Remove(fail); }) ); } }); Task.Factory.StartNew(() => { List<Dictionary<string, string>> lstdic = new List<Dictionary<string, string>>(); while (true) { if (Business.queueProcsResult.IsEmpty) { Thread.Sleep(1000); continue; } while (!Business.queueProcsResult.IsEmpty) { if (lstdic.Count > 50) break; Business.queueProcsResult.TryDequeue(out ConcurrentDictionary<string, string> dic); if (dic == null) continue; Dictionary<string, string> dicTemp = new Dictionary<string, string>(); foreach (var kv in dic) dicTemp.Add(kv.Key, kv.Value); lstdic.Add(dicTemp); } DbAccess.AddTran(lstdic, "DingProc_CustomerFZR", null); } }); #endregion
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