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):