Page--user/INFORMATION_TRACKING_SCHEME.md

# 客户信息跟踪系统解决方案

## 1. 需求分析

### 1.1 功能需求
- 前端记录业务员操作事件（查看详情、编辑、跟进）
- 获取当前账号信息（公司、部门、组织、角色、姓名）
- 根据电话号码在两个数据源中查询客户
- 将操作记录写入`informationtra`表

### 1.2 数据源要求
- `wechat`数据源：`users`表和`informationtra`表
- `primary`数据源：`contacts`表

### 1.3 数据流程
1. 前端传递操作事件、电话号码、事件类型
2. 后端获取当前用户认证信息
3. 根据电话号码查询两个数据源
4. 将查询结果与认证信息结合写入`informationtra`表

## 2. 数据库设计

### 2.1 现有表结构
```sql
CREATE TABLE `informationtra` (
  `id` int NOT NULL AUTO_INCREMENT COMMENT '主键ID',
  `tracompany` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '修改者公司',
  `tradepartment` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '修改者部门',
  `traorganization` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '修改者组织',
  `trarole` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '修改者角色',
  `trauserName` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '修改者名字',
  `traassistant` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '修改协助人',
  `userId` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '客户ID',
  `operationEvent` text CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci COMMENT '操作事件',
  `operationTime` datetime DEFAULT CURRENT_TIMESTAMP COMMENT '操作时间',
  `created_at` datetime DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
  `updated_at` datetime DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
  PRIMARY KEY (`id`),
  KEY `idx_userId` (`userId`),
  KEY `idx_operationTime` (`operationTime`),
  KEY `idx_trauserName` (`trauserName`),
  CONSTRAINT `fk_informationtra_userId` FOREIGN KEY (`userId`) REFERENCES `users` (`userId`) ON DELETE CASCADE ON UPDATE CASCADE
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='信息跟踪表';
```

## 3. 代码设计

### 3.1 实体类设计

#### InformationTra.java
```java
package com.example.web.entity;

import java.time.LocalDateTime;

public class InformationTra {
    private Integer id;
    private String tracompany;
    private String tradepartment;
    private String traorganization;
    private String trarole;
    private String trauserName;
    private String traassistant;
    private String userId;
    private String operationEvent;
    private LocalDateTime operationTime;
    private LocalDateTime createdAt;
    private LocalDateTime updatedAt;
    
    // Getters and Setters
    // ...
}
```

### 3.2 Mapper设计

#### InformationTraMapper.java
```java
package com.example.web.mapper;

import com.example.web.entity.InformationTra;
import org.apache.ibatis.annotations.Mapper;
import org.apache.ibatis.annotations.Param;

@Mapper
public interface InformationTraMapper {
    /**
     * 插入操作记录
     */
    int insertInformationTra(InformationTra informationTra);
    
    /**
     * 根据userId查询操作记录
     */
    InformationTra selectByUserId(@Param("userId") String userId);
}
```

#### InformationTraMapper.xml
```xml
<?xml version="1.0" encoding="UTF-8" ?>
<!DOCTYPE mapper PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN" "http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="com.example.web.mapper.InformationTraMapper">
    
    <resultMap id="informationTraMap" type="com.example.web.entity.InformationTra">
        <id property="id" column="id"/>
        <result property="tracompany" column="tracompany"/>
        <result property="tradepartment" column="tradepartment"/>
        <result property="traorganization" column="traorganization"/>
        <result property="trarole" column="trarole"/>
        <result property="trauserName" column="trauserName"/>
        <result property="traassistant" column="traassistant"/>
        <result property="userId" column="userId"/>
        <result property="operationEvent" column="operationEvent"/>
        <result property="operationTime" column="operationTime"/>
        <result property="createdAt" column="created_at"/>
        <result property="updatedAt" column="updated_at"/>
    </resultMap>
    
    <insert id="insertInformationTra" parameterType="com.example.web.entity.InformationTra">
        INSERT INTO informationtra (
            tracompany, tradepartment, traorganization, trarole, 
            trauserName, traassistant, userId, operationEvent, 
            operationTime, created_at, updated_at
        ) VALUES (
            #{tracompany}, #{tradepartment}, #{traorganization}, #{trarole}, 
            #{trauserName}, #{traassistant}, #{userId}, #{operationEvent}, 
            #{operationTime}, #{createdAt}, #{updatedAt}
        )
    </insert>
    
    <select id="selectByUserId" resultMap="informationTraMap">
        SELECT * FROM informationtra WHERE userId = #{userId}
    </select>
</mapper>
```

### 3.3 Service设计

#### InformationTraService.java
```java
package com.example.web.service;

import com.example.web.dto.ManagerAuthInfo;
import com.example.web.entity.InformationTra;
import com.example.web.mapper.*;
import com.example.web.config.DynamicDataSource;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.stereotype.Service;

import java.time.LocalDateTime;

@Service
public class InformationTraService {
    
    @Autowired
    private InformationTraMapper informationTraMapper;
    
    @Autowired
    private UsersMapper usersMapper;
    
    @Autowired
    private ContactsMapper contactsMapper;
    
    /**
     * 记录操作事件
     */
    public boolean recordOperationEvent(String phoneNumber, String operationEvent, ManagerAuthInfo authInfo) {
        try {
            // 1. 从两个数据源查询客户信息
            String userId = null;
            
            // 查询wechat数据源的users表
            DynamicDataSource.setDataSourceKey("wechat");
            com.example.web.entity.Users wechatUser = usersMapper.selectByPhoneNumber(phoneNumber);
            
            if (wechatUser != null) {
                userId = wechatUser.getUserId();
            } else {
                // 查询primary数据源的contacts表
                DynamicDataSource.setDataSourceKey("primary");
                com.example.web.entity.Contacts contact = contactsMapper.selectByPhoneNumber(phoneNumber);
                
                if (contact != null) {
                    userId = contact.getId();
                }
            }
            
            // 如果都没找到，返回失败
            if (userId == null) {
                return false;
            }
            
            // 2. 构造操作记录
            InformationTra informationTra = new InformationTra();
            informationTra.setTracompany(authInfo.getManagercompany());
            informationTra.setTradepartment(authInfo.getManagerdepartment());
            informationTra.setTraorganization(authInfo.getOrganization());
            informationTra.setTrarole(authInfo.getRole());
            informationTra.setTrauserName(authInfo.getUserName());
            informationTra.setTraassistant(authInfo.getAssistant());
            informationTra.setUserId(userId);
            informationTra.setOperationEvent(operationEvent);
            informationTra.setOperationTime(LocalDateTime.now());
            informationTra.setCreatedAt(LocalDateTime.now());
            informationTra.setUpdatedAt(LocalDateTime.now());
            
            // 3. 写入wechat数据源的informationtra表
            DynamicDataSource.setDataSourceKey("wechat");
            int result = informationTraMapper.insertInformationTra(informationTra);
            
            return result > 0;
        } finally {
            // 清除数据源标识
            DynamicDataSource.clearDataSourceKey();
        }
    }
}
```

### 3.4 Controller设计

#### InformationTraController.java
```java
package com.example.web.controller;

import com.example.web.dto.ManagerAuthInfo;
import com.example.web.service.InformationTraService;
import jakarta.servlet.http.HttpServletRequest;
import org.springframework.beans.factory.annotation.Autowired;
import org.springframework.http.ResponseEntity;
import org.springframework.web.bind.annotation.*;

import java.util.HashMap;
import java.util.Map;

@RestController
@RequestMapping("/api/information-tracking")
public class InformationTraController {
    
    @Autowired
    private InformationTraService informationTraService;
    
    /**
     * 记录操作事件
     */
    @PostMapping("/record")
    public ResponseEntity<Map<String, Object>> recordOperationEvent(
            @RequestBody Map<String, String> requestBody,
            HttpServletRequest request) {
        
        Map<String, Object> response = new HashMap<>();
        
        try {
            // 获取请求参数
            String phoneNumber = requestBody.get("phoneNumber");
            String operationEvent = requestBody.get("operationEvent");
            
            // 验证参数
            if (phoneNumber == null || phoneNumber.isEmpty() || operationEvent == null || operationEvent.isEmpty()) {
                response.put("success", false);
                response.put("message", "电话号码和操作事件不能为空");
                return ResponseEntity.badRequest().body(response);
            }
            
            // 获取当前用户认证信息
            String isSupplySideParam = request.getParameter("isSupplySide");
            boolean isSupplySide = !"false".equalsIgnoreCase(isSupplySideParam);
            
            ManagerAuthInfo authInfo = null;
            if (isSupplySide) {
                // 供应端获取认证信息的逻辑
                authInfo = getManagerAuthInfoFromRequest(request, true);
            } else {
                // 销售端获取认证信息的逻辑
                authInfo = getManagerAuthInfoFromRequest(request, false);
            }
            
            if (authInfo == null) {
                response.put("success", false);
                response.put("message", "用户未登录或认证信息缺失");
                return ResponseEntity.status(401).body(response);
            }
            
            // 记录操作事件
            boolean success = informationTraService.recordOperationEvent(phoneNumber, operationEvent, authInfo);
            
            if (success) {
                response.put("success", true);
                response.put("message", "操作记录成功");
                return ResponseEntity.ok(response);
            } else {
                response.put("success", false);
                response.put("message", "未找到对应的客户信息");
                return ResponseEntity.badRequest().body(response);
            }
            
        } catch (Exception e) {
            response.put("success", false);
            response.put("message", "记录操作事件失败: " + e.getMessage());
            return ResponseEntity.internalServerError().body(response);
        }
    }
    
    /**
     * 从请求中获取认证信息（复用现有逻辑）
     */
    private ManagerAuthInfo getManagerAuthInfoFromRequest(HttpServletRequest request, boolean isSupplySide) {
        // 复用SupplyCustomerController或CustomerController中的现有逻辑
        // 这里需要根据实际情况实现
        return null;
    }
}
```

### 3.5 前端调用示例

```javascript
// 前端调用API示例
function recordOperation(phoneNumber, operationEvent) {
    fetch('/api/information-tracking/record?isSupplySide=true', {
        method: 'POST',
        headers: {
            'Content-Type': 'application/json'
        },
        body: JSON.stringify({
            phoneNumber: phoneNumber,
            operationEvent: operationEvent
        })
    })
    .then(response => response.json())
    .then(data => {
        if (data.success) {
            console.log('操作记录成功');
        } else {
            console.error('操作记录失败:', data.message);
        }
    })
    .catch(error => {
        console.error('API调用失败:', error);
    });
}

// 查看客户详情时调用
recordOperation('13800138000', '查看客户详情');

// 编辑客户信息后调用
recordOperation('13800138000', '修改客户信息');

// 跟进客户后调用
recordOperation('13800138000', '更新客户跟进');
```

## 4. 实现步骤

1. 创建InformationTra实体类
2. 创建InformationTraMapper接口和XML文件
3. 创建InformationTraService
4. 创建InformationTraController
5. 在前端页面添加API调用逻辑
6. 测试功能完整性

## 5. 注意事项

1. 确保数据源切换正确，避免数据查询错误
2. 验证电话号码格式，确保查询准确性
3. 处理并发情况，确保操作记录的完整性
4. 添加适当的日志记录，便于调试和监控
5. 考虑添加权限控制，确保只有授权用户可以调用API

## 6. 扩展建议

1. 添加操作记录查询功能，便于查看历史操作
2. 实现操作记录统计分析，提供数据可视化
3. 添加操作记录导出功能，支持Excel或PDF格式
4. 实现操作记录告警功能，对异常操作进行告警
5. 添加操作记录审计功能，满足合规要求