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>
This commit is contained in:
2026-07-12 18:19:05 +08:00
parent c489a8d6fd
commit 4453ee2ca0
19 changed files with 145 additions and 15 deletions
+3 -1
View File
@@ -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}