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>
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@@ -9,6 +9,7 @@ class DailyNoteCreate(BaseModel):
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category: str = "其他"
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content: str = ""
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time_range: str = ""
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manager_id: Optional[uuid.UUID] = None
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class DailyNoteUpdate(BaseModel):
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@@ -16,6 +17,7 @@ class DailyNoteUpdate(BaseModel):
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category: Optional[str] = None
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content: Optional[str] = None
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time_range: Optional[str] = None
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manager_id: Optional[uuid.UUID] = None
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class DailyNoteOut(BaseModel):
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@@ -11,6 +11,7 @@ class KeyVisitCreate(BaseModel):
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planned_date: str = ""
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planned_visitor: str = ""
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visit_target: str = ""
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manager_id: Optional[uuid.UUID] = None
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class KeyVisitUpdate(BaseModel):
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@@ -21,6 +22,7 @@ class KeyVisitUpdate(BaseModel):
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planned_date: Optional[str] = None
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planned_visitor: Optional[str] = None
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visit_target: Optional[str] = None
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manager_id: Optional[uuid.UUID] = None
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class KeyVisitOut(BaseModel):
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@@ -10,6 +10,7 @@ class MiniBusinessCreate(BaseModel):
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follow_up_detail: str = ""
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status: str = "跟进中"
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expected_revenue_date: str = ""
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manager_id: Optional[uuid.UUID] = None
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class MiniBusinessUpdate(BaseModel):
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@@ -19,6 +20,7 @@ class MiniBusinessUpdate(BaseModel):
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follow_up_detail: Optional[str] = None
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status: Optional[str] = None
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expected_revenue_date: Optional[str] = None
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manager_id: Optional[uuid.UUID] = None
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class MiniBusinessOut(BaseModel):
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@@ -16,6 +16,7 @@ class VisitCreate(BaseModel):
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companions: list[uuid.UUID] = []
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companion_names: list[str] = []
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photos: list[str] = []
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manager_id: Optional[uuid.UUID] = None # director/leader can specify
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class VisitUpdate(BaseModel):
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@@ -28,6 +29,7 @@ class VisitUpdate(BaseModel):
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communication_content: Optional[str] = None
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customer_demand: Optional[str] = None
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companions: Optional[list[uuid.UUID]] = None
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manager_id: Optional[uuid.UUID] = None
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companion_names: Optional[list[str]] = None
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photos: Optional[list[str]] = None
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@@ -9,6 +9,7 @@ class WorkPlanCreate(BaseModel):
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plan_content: str = ""
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plan_date: str # "YYYY-MM-DD"
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status: str = "计划中"
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manager_id: Optional[uuid.UUID] = None
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class WorkPlanUpdate(BaseModel):
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@@ -16,6 +17,7 @@ class WorkPlanUpdate(BaseModel):
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plan_content: Optional[str] = None
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plan_date: Optional[str] = None
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status: Optional[str] = None
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manager_id: Optional[uuid.UUID] = None
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class WorkPlanOut(BaseModel):
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