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feat: 支局长/分管领导可为任意客户经理代填记录

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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:
v6ole
2026-07-12 18:19:05 +08:00
parent c489a8d6fd
commit 4453ee2ca0
19 changed files with 145 additions and 15 deletions
Download Patch File Download Diff File Expand all files Collapse all files
frontend/src/views/mobile/DailyNoteForm.vue
+15
View File
@@ -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
+14
View File
@@ -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
+18 -1
View File
@@ -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
+9
View File
@@ -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
+18 -1
View File
@@ -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..." />