feat: 支局长/分管领导可为任意客户经理代填记录

后端:
- 5个模块的 Create/Update schema 新增可选 manager_id 字段
- POST 端点: director/leader 可指定 manager_id，manager 角色自动用自身
- PUT 端点: director/leader 可修改 manager_id，manager 角色禁止修改

前端（移动端+桌面端共10个页面）:
- 支局长/领导可见「客户经理」下拉选择框
- 创建和编辑时均可指定记录归属的客户经理
- 涵盖今日拜访、今日纪要、工作计划、商机跟单、要客拜访五个模块

Co-Authored-By: Claude <noreply@anthropic.com>

backend/app/api/daily_notes.py

@@ -80,7 +80,7 @@ async def create_note(
     db: AsyncSession = Depends(get_db),
 ):
     note = DailyNote(
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
         note_date=parse_date(data.note_date),
         category=data.category,
         content=data.content,
@@ -108,6 +108,8 @@ async def update_note(
 
     old_snapshot = {"note_date": str(note.note_date), "category": note.category, "content": note.content, "time_range": note.time_range}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     if "note_date" in update_data and update_data["note_date"]:
         update_data["note_date"] = parse_date(update_data["note_date"])
     for k, v in update_data.items():

backend/app/api/key_visits.py

@@ -63,7 +63,7 @@ async def create_key_visit(
         planned_date=data.planned_date,
         planned_visitor=data.planned_visitor,
         visit_target=data.visit_target,
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
     )
     init_entry(k, current_user["name"])
     db.add(k)
@@ -87,6 +87,8 @@ async def update_key_visit(
 
     old_snapshot = {"customer_id": str(k.customer_id), "urgency_level": k.urgency_level, "description": k.description, "progress_status": k.progress_status, "planned_date": k.planned_date, "planned_visitor": k.planned_visitor, "visit_target": k.visit_target}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     for key, v in update_data.items():
         setattr(k, key, v)
     new_snapshot = {"customer_id": str(k.customer_id), "urgency_level": k.urgency_level, "description": k.description, "progress_status": k.progress_status, "planned_date": k.planned_date, "planned_visitor": k.planned_visitor, "visit_target": k.visit_target}

backend/app/api/mini_business.py

@@ -60,7 +60,7 @@ async def create_mini_business(
         amount=data.amount,
         follow_up_detail=data.follow_up_detail,
         status=data.status,
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
         expected_revenue_date=data.expected_revenue_date,
     )
     init_entry(m, current_user["name"])
@@ -85,6 +85,8 @@ async def update_mini_business(
 
     old_snapshot = {"customer_id": str(m.customer_id), "product_type": m.product_type, "amount": m.amount, "follow_up_detail": m.follow_up_detail, "status": m.status, "expected_revenue_date": m.expected_revenue_date}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     for k, v in update_data.items():
         setattr(m, k, v)
     new_snapshot = {"customer_id": str(m.customer_id), "product_type": m.product_type, "amount": m.amount, "follow_up_detail": m.follow_up_detail, "status": m.status, "expected_revenue_date": m.expected_revenue_date}

backend/app/api/visits.py

@@ -147,7 +147,7 @@ async def create_visit(
         companions=data.companions,
         companion_names=data.companion_names,
         photos=data.photos,
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
     )
     init_entry(visit, current_user["name"])
     db.add(visit)
@@ -212,6 +212,8 @@ async def update_visit(
     }
 
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     if "visit_date" in update_data and update_data["visit_date"]:
         update_data["visit_date"] = parse_date(update_data["visit_date"])
 

backend/app/api/work_plans.py

@@ -58,7 +58,7 @@ async def create_work_plan(
         customer_id=data.customer_id,
         plan_content=data.plan_content,
         plan_date=parse_date(data.plan_date),
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
         status=data.status,
     )
     init_entry(wp, current_user["name"])
@@ -83,6 +83,8 @@ async def update_work_plan(
 
     old_snapshot = {"customer_id": str(wp.customer_id), "plan_content": wp.plan_content, "plan_date": str(wp.plan_date), "status": wp.status}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     if "plan_date" in update_data and update_data["plan_date"]:
         update_data["plan_date"] = parse_date(update_data["plan_date"])
     for k, v in update_data.items():

backend/app/schemas/daily_note.py

@@ -9,6 +9,7 @@ class DailyNoteCreate(BaseModel):
     category: str = "其他"
     content: str = ""
     time_range: str = ""
+    manager_id: Optional[uuid.UUID] = None
 
 
 class DailyNoteUpdate(BaseModel):
@@ -16,6 +17,7 @@ class DailyNoteUpdate(BaseModel):
     category: Optional[str] = None
     content: Optional[str] = None
     time_range: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class DailyNoteOut(BaseModel):

backend/app/schemas/key_visit.py

@@ -11,6 +11,7 @@ class KeyVisitCreate(BaseModel):
     planned_date: str = ""
     planned_visitor: str = ""
     visit_target: str = ""
+    manager_id: Optional[uuid.UUID] = None
 
 
 class KeyVisitUpdate(BaseModel):
@@ -21,6 +22,7 @@ class KeyVisitUpdate(BaseModel):
     planned_date: Optional[str] = None
     planned_visitor: Optional[str] = None
     visit_target: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class KeyVisitOut(BaseModel):

backend/app/schemas/mini_business.py

@@ -10,6 +10,7 @@ class MiniBusinessCreate(BaseModel):
     follow_up_detail: str = ""
     status: str = "跟进中"
     expected_revenue_date: str = ""
+    manager_id: Optional[uuid.UUID] = None
 
 
 class MiniBusinessUpdate(BaseModel):
@@ -19,6 +20,7 @@ class MiniBusinessUpdate(BaseModel):
     follow_up_detail: Optional[str] = None
     status: Optional[str] = None
     expected_revenue_date: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class MiniBusinessOut(BaseModel):

backend/app/schemas/visit.py

@@ -16,6 +16,7 @@ class VisitCreate(BaseModel):
     companions: list[uuid.UUID] = []
     companion_names: list[str] = []
     photos: list[str] = []
+    manager_id: Optional[uuid.UUID] = None  # director/leader can specify
 
 
 class VisitUpdate(BaseModel):
@@ -28,6 +29,7 @@ class VisitUpdate(BaseModel):
     communication_content: Optional[str] = None
     customer_demand: Optional[str] = None
     companions: Optional[list[uuid.UUID]] = None
+    manager_id: Optional[uuid.UUID] = None
     companion_names: Optional[list[str]] = None
     photos: Optional[list[str]] = None
 

backend/app/schemas/work_plan.py

@@ -9,6 +9,7 @@ class WorkPlanCreate(BaseModel):
     plan_content: str = ""
     plan_date: str  # "YYYY-MM-DD"
     status: str = "计划中"
+    manager_id: Optional[uuid.UUID] = None
 
 
 class WorkPlanUpdate(BaseModel):
@@ -16,6 +17,7 @@ class WorkPlanUpdate(BaseModel):
     plan_content: Optional[str] = None
     plan_date: Optional[str] = None
     status: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class WorkPlanOut(BaseModel):

frontend/src/views/desktop/KeyVisits.vue

@@ -15,6 +15,7 @@ const loading = ref(false)
 const isLight = computed(() => themeStore.currentTheme === 'light')
 const keyVisits = ref<any[]>([])
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 const shotRef = ref<HTMLElement | null>(null)
 const { capturing, captureEl } = useScreenshot()
 const allUsers = ref<any[]>([])
@@ -79,6 +80,9 @@ const managerSummary = computed(() => {
 
 onMounted(async () => {
   await Promise.all([loadItems(), loadCustomers(), loadUsers(), loadManagerColors()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
 async function loadUsers() {
@@ -132,7 +136,7 @@ async function loadItems() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '' }
+  form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: auth.userId || '' }
   plannedVisitors.value = []
   dialogVisible.value = true
 }
@@ -304,6 +308,11 @@ async function quickStatusChange(row: any, newStatus: string) {
             </template>
           </el-select>
         </el-form-item>
+        <el-form-item v-if="auth.isDirector || auth.isLeader" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+          </el-select>
+        </el-form-item>
         <el-form-item label="紧急重要度">
           <div class="method-grid">
             <el-button v-for="u in ['一般','重要','紧急']" :key="u" size="small"

frontend/src/views/desktop/ManagerWorkspace.vue

@@ -6,9 +6,12 @@ import api from '@/api/index'
 import { compressImage } from '@/utils/image'
 import ImagePreview from '@/components/ImagePreview.vue'
 import EditLogPanel from '@/components/EditLogPanel.vue'
+import { useAuthStore } from '@/stores/auth'
 
+const auth = useAuthStore()
 const activeTab = ref('visits')
 const loading = ref(false)
+const allManagers = ref<any[]>([])
 
 const visits = ref<any[]>([])
 const workPlans = ref<any[]>([])
@@ -39,6 +42,9 @@ const keyStatuses = ['未开始', '进行中', '已完成']
 
 onMounted(async () => {
   await Promise.all([loadAll(), loadCustomers(), loadUsers()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
 async function loadUsers() {
@@ -117,11 +123,11 @@ async function loadAll() {
 function openCreate(type: string) {
   dialogMode.value = 'create'; dialogType.value = type
   dialogTimeRange.value = null
-  if (type === 'visit') form.value = { customer_id: '', visit_date: todayStr(), visit_method: '上门', time_range: '', visitor_name: '', visitor_phone: '', communication_content: '', customer_demand: '', companions: [], companion_names: [] }
-  else if (type === 'note') form.value = { note_date: todayStr(), category: '其他', content: '', time_range: '' }
-  else if (type === 'plan') form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中' }
-  else if (type === 'mini') form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '' }
-  else if (type === 'key') { form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '' }; plannedVisitors.value = [] }
+  if (type === 'visit') form.value = { customer_id: '', visit_date: todayStr(), visit_method: '上门', time_range: '', visitor_name: '', visitor_phone: '', communication_content: '', customer_demand: '', companions: [], companion_names: [], manager_id: auth.userId || '' }
+  else if (type === 'note') form.value = { note_date: todayStr(), category: '其他', content: '', time_range: '', manager_id: auth.userId || '' }
+  else if (type === 'plan') form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: auth.userId || '' }
+  else if (type === 'mini') form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: auth.userId || '' }
+  else if (type === 'key') { form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: auth.userId || '' }; plannedVisitors.value = [] }
   dialogVisible.value = true
 }
 
@@ -480,6 +486,11 @@ const notesByDate = computed(() => {
             </template>
           </el-select>
         </el-form-item>
+        <el-form-item v-if="(auth.isDirector || auth.isLeader) && ['visit','plan','mini','key','note'].includes(dialogType)" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+          </el-select>
+        </el-form-item>
         <el-form-item v-if="dialogType === 'visit'" label="日期"><el-date-picker v-model="form.visit_date" type="date" style="width:100%" /></el-form-item>
         <el-form-item v-if="dialogType === 'note'" label="日期"><el-date-picker v-model="form.note_date" type="date" style="width:100%" /></el-form-item>
         <el-form-item v-if="dialogType === 'plan'" label="计划拜访时间"><el-date-picker v-model="form.plan_date" type="date" style="width:100%" /></el-form-item>

frontend/src/views/desktop/MiniBusiness.vue

@@ -15,6 +15,7 @@ const loading = ref(false)
 const isLight = computed(() => themeStore.currentTheme === 'light')
 const miniBusiness = ref<any[]>([])
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 const shotRef = ref<HTMLElement | null>(null)
 const { capturing, captureEl } = useScreenshot()
 
@@ -64,6 +65,9 @@ const managerSummary = computed(() => {
 
 onMounted(async () => {
   await Promise.all([loadItems(), loadCustomers(), loadManagerColors()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
 const customerSearch = ref('')
@@ -110,7 +114,7 @@ async function loadItems() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '' }
+  form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: auth.userId || '' }
   dialogVisible.value = true
 }
 
@@ -271,6 +275,11 @@ async function quickStatusChange(row: any, newStatus: string) {
             </template>
           </el-select>
         </el-form-item>
+        <el-form-item v-if="auth.isDirector || auth.isLeader" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+          </el-select>
+        </el-form-item>
         <el-form-item label="产品类型"><el-input v-model="form.product_type" placeholder="如：云专线、SD-WAN" /></el-form-item>
         <el-form-item label="金额"><el-input v-model="form.amount" placeholder="如：50000元/年" /></el-form-item>
         <el-form-item label="跟进内容"><el-input v-model="form.follow_up_detail" type="textarea" :rows="4" placeholder="请输入跟进详情" /></el-form-item>

frontend/src/views/desktop/WorkPlans.vue

@@ -14,6 +14,7 @@ const themeStore = useThemeStore()
 const loading = ref(false)
 const workPlans = ref<any[]>([])
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 const shotRef = ref<HTMLElement | null>(null)
 const { capturing, captureEl } = useScreenshot()
 
@@ -65,6 +66,9 @@ const managerSummary = computed(() => {
 
 onMounted(async () => {
   await Promise.all([loadPlans(), loadCustomers(), loadManagerColors()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
 const customerSearch = ref('')
@@ -111,7 +115,7 @@ async function loadPlans() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中' }
+  form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: auth.userId || '' }
   dialogVisible.value = true
 }
 
@@ -270,6 +274,11 @@ async function quickStatusChange(row: any, newStatus: string) {
             </template>
           </el-select>
         </el-form-item>
+        <el-form-item v-if="auth.isDirector || auth.isLeader" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+          </el-select>
+        </el-form-item>
         <el-form-item label="计划拜访时间">
           <el-date-picker v-model="form.plan_date" type="date" style="width:100%" />
         </el-form-item>

frontend/src/views/mobile/DailyNoteForm.vue

@@ -3,13 +3,16 @@ import { ref, onMounted, computed } from 'vue'
 import { useRouter, useRoute } from 'vue-router'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import { todayStr } from '@/utils'
+import { useAuthStore } from '@/stores/auth'
 import api from '@/api/index'
 import EditLogPanel from '@/components/EditLogPanel.vue'
 
 const router = useRouter()
 const route = useRoute()
+const auth = useAuthStore()
 const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
+const allManagers = ref<any[]>([])
 
 const categories = ['行政事务', '合同整理', '发票处理', '内部会议', '培训学习', '其他']
 
@@ -24,6 +27,7 @@ const form = ref({
   category: '其他',
   content: '',
   time_range: '',
+  manager_id: auth.userId || '',
 })
 
 function onTimeRangeChange(val: [string, string] | null) {
@@ -36,6 +40,9 @@ function parseTimeRange(str: string): [string, string] | null {
 }
 
 onMounted(async () => {
+  if (auth.isDirector || auth.isLeader) {
+    try { const res = await api.get('/users/', { params: { role: 'manager' } }); allManagers.value = res.data } catch (_) {}
+  }
   if (isEdit.value) {
     try {
       const res = await api.get(`/daily-notes/${route.params.id}`)
@@ -45,6 +52,7 @@ onMounted(async () => {
         category: n.category,
         content: n.content || '',
         time_range: n.time_range || '',
+        manager_id: n.manager_id || auth.userId || '',
       }
       timeRangeValue.value = parseTimeRange(n.time_range)
     } catch (_) {}
@@ -105,6 +113,13 @@ async function handleDelete() {
         <el-date-picker v-model="form.note_date" type="date" style="width:100%" />
       </el-form-item>
 
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+      </el-form-item>
+
       <el-form-item>
         <template #label>
           <span class="form-label">分类</span>

frontend/src/views/mobile/KeyVisitForm.vue

@@ -4,12 +4,15 @@ import { useRouter } from 'vue-router'
 import { ElMessage } from 'element-plus'
 import { keyVisitsApi } from '@/api/keyVisits'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
 import api from '@/api/index'
 
 const router = useRouter()
+const auth = useAuthStore()
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
 const allUsers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const urgencyLevels = ['一般', '重要', '紧急']
 const urgencyColors: Record<string, string> = {
@@ -25,6 +28,7 @@ const form = ref({
   planned_date: '',
   planned_visitor: '',
   visit_target: '',
+  manager_id: auth.userId || '',
 })
 
 function onVisitorsChange(val: string[]) {
@@ -33,6 +37,9 @@ function onVisitorsChange(val: string[]) {
 
 onMounted(async () => {
   await Promise.all([loadCustomers(), loadUsers()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
 async function loadCustomers(q?: string) {
@@ -88,6 +95,13 @@ async function handleSubmit() {
         </el-select>
       </el-form-item>
 
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+      </el-form-item>
+
       <el-form-item>
         <template #label><span class="form-label">紧急重要度</span></template>
         <div class="urgency-grid">

frontend/src/views/mobile/MiniBusinessForm.vue

@@ -4,10 +4,14 @@ import { useRouter } from 'vue-router'
 import { ElMessage } from 'element-plus'
 import { miniBusinessApi } from '@/api/miniBusiness'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
+import api from '@/api/index'
 
 const router = useRouter()
+const auth = useAuthStore()
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const form = ref({
   customer_id: '',
@@ -16,9 +20,15 @@ const form = ref({
   follow_up_detail: '',
   status: '跟进中',
   expected_revenue_date: '',
+  manager_id: auth.userId || '',
 })
 
-onMounted(() => { loadCustomers() })
+onMounted(() => {
+  loadCustomers()
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
+})
 
 async function loadCustomers(q?: string) {
   try {
@@ -66,6 +76,13 @@ async function handleSubmit() {
         </el-select>
       </el-form-item>
 
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+      </el-form-item>
+
       <el-form-item>
         <template #label><span class="form-label">产品类型</span></template>
         <el-input v-model="form.product_type" placeholder="例如: 云桌面、专线..." />

frontend/src/views/mobile/VisitForm.vue

@@ -30,6 +30,7 @@ const form = ref({
   customer_demand: '',
   companions: [] as string[],
   photos: [] as string[],
+  manager_id: auth.userId || '',
 })
 
 const timeRangeValue = ref<any>(null)
@@ -67,6 +68,7 @@ onMounted(async () => {
         customer_demand: v.customer_demand || '',
         companions: (v.companions || []).map(String),
         photos: v.photos || [],
+        manager_id: v.manager_id || auth.userId || '',
       }
       uploadedPhotos.value = v.photos || []
       // Parse time range back into picker
@@ -250,6 +252,13 @@ async function handleDelete() {
         </el-select>
       </el-form-item>
 
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+      </el-form-item>
+
       <el-form-item>
         <template #label>
           <span class="form-label">拜访日期</span>

frontend/src/views/mobile/WorkPlanForm.vue

@@ -5,19 +5,29 @@ import { ElMessage } from 'element-plus'
 import { todayStr } from '@/utils'
 import { workPlansApi } from '@/api/workPlans'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
+import api from '@/api/index'
 
 const router = useRouter()
+const auth = useAuthStore()
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const form = ref({
   customer_id: '',
   plan_content: '',
   plan_date: todayStr(),
   status: '计划中',
+  manager_id: auth.userId || '',
 })
 
-onMounted(() => { loadCustomers() })
+onMounted(() => {
+  loadCustomers()
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
+})
 
 async function loadCustomers(q?: string) {
   try {
@@ -65,6 +75,13 @@ async function handleSubmit() {
         </el-select>
       </el-form-item>
 
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+      </el-form-item>
+
       <el-form-item>
         <template #label><span class="form-label">工作计划</span></template>
         <el-input v-model="form.plan_content" type="textarea" :rows="4" placeholder="描述下周工作计划..." />