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  • 自动化运维-记自动添加客户负责人的工作开发

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

  1. 确认CRM是否有自动添加客户负责人的接口
  2. 确认钉钉的审批接口是否可以使用
  3. 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。

复制代码
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);
                    }
                }
            }
        }
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获取钉钉的审批信息

  1. 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。
  2. 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。
  3. 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.

复制代码
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[] { "\n", ",", ",", "|" }, 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);
                    }
                }
            }

        }
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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。

 

复制代码
#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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欢迎大家点评

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