feat: 支局长/领导可指定客户经理创建记录

后端 schema: WorkPlanCreate/MiniBusinessCreate/KeyVisitCreate 新增可选 manager_id
后端 API: create 端点支持 manager_id 参数(留空则默认本人)
前端: 三个页面新建弹窗新增「客户经理」下拉(仅支局长/领导可见)

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

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 or uuid.UUID(current_user["user_id"]),
     )
     init_entry(k, current_user["name"])
     db.add(k)

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 or uuid.UUID(current_user["user_id"]),
         expected_revenue_date=data.expected_revenue_date,
     )
     init_entry(m, current_user["name"])

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 or uuid.UUID(current_user["user_id"]),
         status=data.status,
     )
     init_entry(wp, current_user["name"])

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):

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):

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  # director can assign to a specific manager
 
 
 class WorkPlanUpdate(BaseModel):

frontend/src/views/desktop/KeyVisits.vue

@@ -10,6 +10,7 @@ const auth = useAuthStore()
 const loading = ref(false)
 const keyVisits = ref<any[]>([])
 const customers = ref<any[]>([])
+const managers = ref<any[]>([])
 const allUsers = ref<any[]>([])
 const plannedVisitors = ref<string[]>([])
 
@@ -36,9 +37,16 @@ const managerSummary = computed(() => {
 })
 
 onMounted(async () => {
-  await Promise.all([loadItems(), loadCustomers(), loadUsers()])
+  await Promise.all([loadItems(), loadCustomers(), loadUsers(), loadManagers()])
 })
 
+async function loadManagers() {
+  try {
+    const res = await api.get('/users/', { params: { role: 'manager' } })
+    managers.value = res.data || []
+  } catch (_) {}
+}
+
 async function loadUsers() {
   try {
     const res = await api.get('/users/')
@@ -66,7 +74,7 @@ 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: '' }
   plannedVisitors.value = []
   dialogVisible.value = true
 }
@@ -191,6 +199,11 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Dialog -->
     <el-dialog v-model="dialogVisible" :title="(dialogMode === 'create' ? '新建' : '编辑') + ' 要客拜访'" width="520px">
       <el-form label-position="top">
+        <el-form-item v-if="(auth.isDirector || auth.isLeader) && dialogMode==='create'" label="客户经理">
+          <el-select v-model="form.manager_id" placeholder="留空则为本人" clearable 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 label="客户单位">
           <el-select v-model="form.customer_id" filterable remote :remote-method="(q: string) => loadCustomers(q)" placeholder="搜索选择客户" style="width:100%">
             <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />

frontend/src/views/desktop/MiniBusiness.vue

@@ -10,6 +10,7 @@ const auth = useAuthStore()
 const loading = ref(false)
 const miniBusiness = ref<any[]>([])
 const customers = ref<any[]>([])
+const managers = ref<any[]>([])
 
 const dialogVisible = ref(false)
 const dialogMode = ref<'create' | 'edit'>('create')
@@ -34,9 +35,16 @@ const managerSummary = computed(() => {
 })
 
 onMounted(async () => {
-  await Promise.all([loadItems(), loadCustomers()])
+  await Promise.all([loadItems(), loadCustomers(), loadManagers()])
 })
 
+async function loadManagers() {
+  try {
+    const res = await api.get('/users/', { params: { role: 'manager' } })
+    managers.value = res.data || []
+  } catch (_) {}
+}
+
 async function loadCustomers(q?: string) {
   try {
     const params: any = { page_size: 100 }
@@ -57,7 +65,7 @@ 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: '' }
   dialogVisible.value = true
 }
 
@@ -171,6 +179,11 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Dialog -->
     <el-dialog v-model="dialogVisible" :title="(dialogMode === 'create' ? '新建' : '编辑') + ' 小微商机'" width="500px">
       <el-form label-position="top">
+        <el-form-item v-if="(auth.isDirector || auth.isLeader) && dialogMode==='create'" label="客户经理">
+          <el-select v-model="form.manager_id" placeholder="留空则为本人" clearable 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 label="客户单位">
           <el-select v-model="form.customer_id" filterable remote :remote-method="(q: string) => loadCustomers(q)" placeholder="搜索选择客户" style="width:100%">
             <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />

frontend/src/views/desktop/WorkPlans.vue

@@ -10,6 +10,7 @@ const auth = useAuthStore()
 const loading = ref(false)
 const workPlans = ref<any[]>([])
 const customers = ref<any[]>([])
+const managers = ref<any[]>([])
 
 const dialogVisible = ref(false)
 const dialogMode = ref<'create' | 'edit'>('create')
@@ -34,9 +35,16 @@ const managerSummary = computed(() => {
 })
 
 onMounted(async () => {
-  await Promise.all([loadPlans(), loadCustomers()])
+  await Promise.all([loadPlans(), loadCustomers(), loadManagers()])
 })
 
+async function loadManagers() {
+  try {
+    const res = await api.get('/users/', { params: { role: 'manager' } })
+    managers.value = res.data || []
+  } catch (_) {}
+}
+
 async function loadCustomers(q?: string) {
   try {
     const params: any = { page_size: 100 }
@@ -57,7 +65,7 @@ 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: '' }
   dialogVisible.value = true
 }
 
@@ -169,6 +177,11 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Dialog -->
     <el-dialog v-model="dialogVisible" :title="(dialogMode === 'create' ? '新建' : '编辑') + ' 工作计划'" width="500px">
       <el-form label-position="top">
+        <el-form-item v-if="(auth.isDirector || auth.isLeader) && dialogMode==='create'" label="客户经理">
+          <el-select v-model="form.manager_id" placeholder="留空则为本人" clearable 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 label="客户单位">
           <el-select v-model="form.customer_id" filterable remote :remote-method="(q: string) => loadCustomers(q)" placeholder="搜索选择客户" style="width:100%">
             <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />