feat: 导入增强 + 客户合并 + 同伴自定义 + 性能优化

=== 导入系统全面增强 ===
- 5 Sheet 完整导入:拜访/计划/商机/要客/纪要
- 同访人智能解析:中英文逗号/顿号/分号 → 系统用户UUID + 外部人员TEXT
- 客户自动创建:Excel中不存在的客户自动入库
- 模糊名称匹配:去空格 + 包含关系纠错
- manager_id 修正:导入时用客户分配的经理(非Excel列/非导入人)
- 模板更新:Sheet5「客户经理」→「填报人」,同访人示例含逗号分隔

=== 客户合并功能 ===
- PUT 改名碰撞检测 → 409 + 合并预览
- GET merge-preview / POST merge 端点
- 事务级迁移:Visit/WorkPlan/MiniBusiness/KeyVisit/联系人/分配
- 去重逻辑:联系人(name+phone)、分配(manager+role)
- last_visit_date 取最大值

=== 拜访记录完善 ===
- visits 新增 companion_names TEXT[] 列
- 同访人支持自定义输入(外部人员),el-select allow-create
- 移动端 VisitForm + PC端 ManagerWorkspace 统一
- 周报「客户经理」→「相关人员」(创建人+同访人)
- 纪要「客户经理」→「填报人」
- 删除拜访后重新计算 customer.last_visit_date

=== 客户选择放开 ===
- 客户经理可看到全部客户(不再限自己分配的)
- 拜访时客户下拉返回全量

=== 前端性能优化 ===
- Element Plus 按需加载 (unplugin-vue-components + unplugin-element-plus)
- 周报照片URL并行请求 (Promise.all)
- onMounted 三路并行 (loadReport + dropdowns + AI)
- nginx Cache-Control: immutable for /assets/
- Google Fonts preconnect hints
- 图片上传前 Canvas 压缩 (max 1920px, quality 0.8)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
2026-06-29 22:25:04 +08:00
parent b343970ecc
commit 3285e22142
23 changed files with 1629 additions and 172 deletions
+9 -2
View File
@@ -12,7 +12,7 @@ router = APIRouter(prefix="/import", tags=["Import"])
@router.get("/template")
async def download_weekly_report_template():
"""Download a 4-sheet weekly report import template."""
"""Download a 5-sheet weekly report import template."""
from openpyxl import Workbook
from openpyxl.styles import Font
@@ -24,7 +24,7 @@ async def download_weekly_report_template():
ws1.title = "每日拜访记录"
ws1.append(["客户单位", "拜访日期", "拜访方式", "时间范围", "拜访人姓名", "拜访人电话", "沟通内容", "客户需求", "同访人员", "客户经理"])
for c in ws1[1]: c.font = header_font
ws1.append(["XX科技有限公司", "2026-06-23", "上门", "9:00-10:00", "韦柳柏", "13800000000", "沟通了解云桌面需求", "希望扩容", "", "韦矍森"])
ws1.append(["XX科技有限公司", "2026-06-23", "上门", "9:00-10:00", "韦柳柏", "13800000000", "沟通了解云桌面需求", "希望扩容", "韦柳柏, 张科长", "韦矍森"])
ws1.column_dimensions['A'].width = 20; ws1.column_dimensions['E'].width = 30; ws1.column_dimensions['F'].width = 20
# Sheet 2: 下周工作计划
@@ -48,6 +48,13 @@ async def download_weekly_report_template():
ws4.append(["XX科技有限公司", "重要", "拜访技术负责人确认方案", "未开始", "2026-07-01", "韦柳柏", "王局长", "韦矍森"])
ws4.column_dimensions['A'].width = 20; ws4.column_dimensions['C'].width = 30
# Sheet 5: 今日纪要
ws5 = wb.create_sheet("今日纪要")
ws5.append(["日期", "分类", "内容", "时间范围", "填报人"])
for c in ws5[1]: c.font = header_font
ws5.append(["2026-06-23", "内部会议", "参加云桌面项目方案讨论会", "14:00-16:00", "韦矍森"])
ws5.column_dimensions['A'].width = 15; ws5.column_dimensions['B'].width = 12; ws5.column_dimensions['C'].width = 40
output = io.BytesIO()
wb.save(output)
output.seek(0)