feat(platform): 从开通线索创建订单时自动回写线索为已转化
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@@ -82,6 +82,8 @@ class PlatformOrderController extends Controller
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'payment_channel' => ['nullable', 'string', 'max:30'],
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'remark' => ['nullable', 'string', 'max:2000'],
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'back' => ['nullable', 'string', 'max:2000'],
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// 可选:从开通线索进入下单(用于轻量闭环联动)
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'lead_id' => ['nullable', 'integer', 'exists:platform_leads,id'],
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]);
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$plan = Plan::query()->findOrFail((int) $data['plan_id']);
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@@ -131,10 +133,23 @@ class PlatformOrderController extends Controller
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],
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'meta' => [
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'created_from' => 'manual_form',
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// 轻量联动:从开通线索创建订单时记录 lead_id(用于后续转化漏斗与追溯)
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'platform_lead_id' => (int) ($data['lead_id'] ?? 0) ?: null,
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],
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'remark' => $data['remark'] ?? null,
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]);
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// 轻量闭环:从线索创建订单后,自动把线索标记为 converted。
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// 注意:只做“前进”流转,避免误把已关闭/已确认需求的线索回写。
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$leadId = (int) ($data['lead_id'] ?? 0);
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if ($leadId > 0) {
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$lead = \App\Models\PlatformLead::query()->find($leadId);
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if ($lead && !in_array((string) $lead->status, ['converted', 'closed'], true)) {
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$lead->status = 'converted';
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$lead->save();
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}
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}
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$back = (string) ($data['back'] ?? '');
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// back 需为站内相对路径,并拒绝引号/尖括号,避免在后续页面以 `{!! !!}` 原样输出时引入 XSS 风险。
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$safeBack = (str_starts_with($back, '/')
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@@ -22,12 +22,16 @@
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$l->mobile,
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$l->company,
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$l->email,
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// 后续可用于“从线索追溯来源页/入口”
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$l->source ? ('src:' . $l->source) : '',
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], fn ($v) => (string) $v !== '');
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$q = [
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'order_type' => 'new_purchase',
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'back' => $selfWithoutBack,
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'remark' => mb_substr(implode(' / ', $remarkParts), 0, 180),
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'remark' => mb_substr(implode(' / ', $remarkParts), 0, 220),
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// 轻量联动:从线索创建订单后,把线索标记为已转化(后续可再升级为“创建成功后回写”)
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'lead_id' => (int) $l->id,
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];
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if ((int) $l->plan_id > 0) {
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@@ -0,0 +1,119 @@
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<?php
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namespace Tests\Feature;
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use App\Models\Merchant;
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use App\Models\Plan;
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use App\Models\PlatformLead;
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use Illuminate\Foundation\Testing\RefreshDatabase;
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use Tests\TestCase;
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class AdminPlatformOrderStoreFromLeadShouldMarkLeadConvertedTest extends TestCase
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{
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use RefreshDatabase;
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protected function loginAsPlatformAdmin(): void
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{
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$this->seed();
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$this->post('/admin/login', [
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'email' => 'platform.admin@demo.local',
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'password' => 'Platform@123456',
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])->assertRedirect('/admin');
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}
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public function test_store_with_lead_id_should_mark_lead_as_converted_and_record_meta(): void
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{
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$this->loginAsPlatformAdmin();
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$merchant = Merchant::query()->firstOrFail();
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$plan = Plan::query()->create([
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'code' => 'lead_order_link_plan',
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'name' => '线索联动下单测试套餐',
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'billing_cycle' => 'monthly',
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'price' => 10,
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'list_price' => 10,
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'status' => 'active',
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'sort' => 10,
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'published_at' => now(),
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]);
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$lead = PlatformLead::query()->create([
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'name' => '联动线索',
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'mobile' => '13800000003',
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'email' => 'lead3@example.com',
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'company' => '联动公司',
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'source' => 'test',
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'status' => 'new',
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'plan_id' => $plan->id,
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'meta' => ['from' => 'test'],
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]);
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$res = $this->post('/admin/platform-orders', [
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'merchant_id' => $merchant->id,
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'plan_id' => $plan->id,
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'order_type' => 'new_purchase',
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'quantity' => 1,
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'discount_amount' => 0,
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'payment_channel' => 'manual',
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'remark' => 'from lead',
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'lead_id' => $lead->id,
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'back' => '/admin/platform-leads',
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]);
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$res->assertRedirect();
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$lead->refresh();
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$this->assertSame('converted', $lead->status);
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$order = \App\Models\PlatformOrder::query()->latest('id')->firstOrFail();
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$this->assertSame($merchant->id, $order->merchant_id);
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$this->assertSame($plan->id, $order->plan_id);
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$this->assertSame($lead->id, (int) data_get($order->meta, 'platform_lead_id'));
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}
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public function test_store_with_lead_id_should_not_override_closed_lead_status(): void
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{
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$this->loginAsPlatformAdmin();
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$merchant = Merchant::query()->firstOrFail();
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$plan = Plan::query()->create([
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'code' => 'lead_order_link_plan2',
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'name' => '线索联动下单测试套餐2',
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'billing_cycle' => 'monthly',
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'price' => 10,
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'list_price' => 10,
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'status' => 'active',
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'sort' => 10,
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'published_at' => now(),
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]);
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$lead = PlatformLead::query()->create([
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'name' => '已关闭线索',
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'mobile' => '',
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'email' => '',
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'company' => '',
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'source' => 'test',
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'status' => 'closed',
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'plan_id' => $plan->id,
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'meta' => ['from' => 'test'],
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]);
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$res = $this->post('/admin/platform-orders', [
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'merchant_id' => $merchant->id,
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'plan_id' => $plan->id,
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'order_type' => 'new_purchase',
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'quantity' => 1,
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'discount_amount' => 0,
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'payment_channel' => 'manual',
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'remark' => 'from closed lead',
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'lead_id' => $lead->id,
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]);
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$res->assertRedirect();
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$this->assertSame('closed', $lead->fresh()->status);
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}
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}
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