feat: 三项联动 — 计划过期提醒 + 拜访自动关闭 + 批量制定
1. 计划过期自动提醒: - scheduler.py 新增 check_overdue_plans() - 每日 9:00 检查过期计划(plan_date < today, status=计划中) - 按经理汇总 → 企微推送提醒消息 2. 拜访后自动关闭计划: - create_visit 后自动将匹配的计划标记为「已完成」 - 条件: customer_id 匹配 + status=计划中 + plan_date <= visit_date 3. 亮灯表批量制定: - 红灯/黄灯卡片右上角 ☐ 复选框 - 勾选后出现「批量制定计划」按钮 - 弹窗统一设置日期+内容 → 批量 POST Co-Authored-By: Claude <noreply@anthropic.com>
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@@ -1,5 +1,5 @@
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<script setup lang="ts">
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import { ref, onMounted, computed } from 'vue'
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import { ref, onMounted, computed, watch } from 'vue'
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import { useRouter } from 'vue-router'
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import { useAuthStore } from '@/stores/auth'
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import { dashboardApi } from '@/api/dashboard'
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@@ -14,13 +14,58 @@ const board = ref<any>(null)
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const expandedManagers = ref<Set<string>>(new Set())
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const monthOffset = ref(0)
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// ── Dialog state ──
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// ── Single dialog state ──
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const dialogVisible = ref(false)
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const selectedCustomer = ref<any>(null)
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const planDate = ref(todayStr())
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const planContent = ref('')
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const planSaving = ref(false)
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// ── Batch selection ──
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const selectedCards = ref<Set<string>>(new Set())
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const batchDialogVisible = ref(false)
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const batchPlanDate = ref(todayStr())
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const batchPlanContent = ref('')
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const batchSaving = ref(false)
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watch(expandedManagers, () => { selectedCards.value.clear() })
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function toggleCardSelect(customerId: string) {
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const s = new Set(selectedCards.value)
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if (s.has(customerId)) s.delete(customerId)
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else s.add(customerId)
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selectedCards.value = s
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}
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function openBatchDialog() {
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if (selectedCards.value.size === 0) { ElMessage.warning('请先勾选客户卡片'); return }
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batchPlanContent.value = ''
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batchPlanDate.value = todayStr()
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batchDialogVisible.value = true
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}
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async function handleBatchCreate() {
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if (!batchPlanContent.value.trim()) { ElMessage.warning('请输入计划内容'); return }
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batchSaving.value = true
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let created = 0
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for (const cid of selectedCards.value) {
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try {
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await api.post('/work-plans/', {
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customer_id: cid,
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plan_content: batchPlanContent.value.trim(),
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plan_date: batchPlanDate.value,
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status: '计划中',
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})
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created++
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} catch (_) { /* continue */ }
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}
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ElMessage.success(`已为 ${created} 个客户制定计划`)
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batchDialogVisible.value = false
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selectedCards.value.clear()
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batchSaving.value = false
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await loadData()
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}
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const referenceMonth = computed(() => {
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const d = new Date()
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d.setMonth(d.getMonth() + monthOffset.value)
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@@ -159,7 +204,14 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
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</div>
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<div v-if="expandedManagers.has(m.manager_id)" class="customer-grid">
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<div v-for="cust in m.customers" :key="cust.customer_id" class="customer-card" :class="`customer-card--${cust.status}`" @click="openCustomerDialog(cust)">
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<div class="batch-actions" v-if="selectedCards.size > 0" style="width:100%;margin-bottom:8px">
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<el-button type="primary" size="small" @click="openBatchDialog">📋 批量制定计划 ({{ selectedCards.size }}个)</el-button>
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<el-button size="small" @click="selectedCards.clear()">取消选择</el-button>
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</div>
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<div v-for="cust in m.customers" :key="cust.customer_id" class="customer-card" :class="['customer-card--' + cust.status, { 'card-selected': selectedCards.has(cust.customer_id) }]" @click="openCustomerDialog(cust)">
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<div v-if="cust.status !== 'green' && cust.status !== 'gray'" class="card-check" @click.stop="toggleCardSelect(cust.customer_id)">
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<span v-if="selectedCards.has(cust.customer_id)">☑</span><span v-else>☐</span>
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</div>
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<div class="card-status-stripe"></div>
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<div class="card-body">
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<div class="card-name-row">
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@@ -270,6 +322,23 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
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</el-link>
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</div>
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</el-dialog>
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<!-- ═══ Batch Plan Dialog ═══ -->
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<el-dialog v-model="batchDialogVisible" title="批量制定拜访计划" width="480px">
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<p style="margin:0 0 12px;color:var(--c-text-muted)">将为 <strong>{{ selectedCards.size }}</strong> 个客户统一制定拜访计划:</p>
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<el-form label-position="top">
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<el-form-item label="计划时间">
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<el-date-picker v-model="batchPlanDate" type="date" style="width:100%" value-format="YYYY-MM-DD" />
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</el-form-item>
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<el-form-item label="计划内容">
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<el-input v-model="batchPlanContent" type="textarea" :rows="3" placeholder="统一的拜访计划内容" :disabled="batchSaving" />
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</el-form-item>
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</el-form>
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<template #footer>
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<el-button @click="batchDialogVisible = false">取消</el-button>
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<el-button type="primary" :loading="batchSaving" @click="handleBatchCreate">批量制定</el-button>
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</template>
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</el-dialog>
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</div>
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</template>
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@@ -376,4 +445,15 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
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.dlg-plan-item.dlg-plan-overdue { background: #FBF1EE; margin: 2px -4px; padding: 4px; border-radius: 4px; }
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.dlg-plan-form { background: var(--c-bg-light, #faf9f6); padding: 10px 12px; border-radius: 6px; }
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.plan-form-row { display: flex; gap: 8px; align-items: center; }
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/* ═══ Card Checkbox ═══ */
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.card-check {
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position: absolute; top: 4px; right: 4px;
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width: 22px; height: 22px; display: flex; align-items: center; justify-content: center;
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cursor: pointer; font-size: 14px; color: var(--warm-gray);
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border-radius: 4px; background: rgba(255,255,255,0.8);
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z-index: 2;
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}
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.card-check:hover { color: var(--ink); background: rgba(196,147,74,0.1); }
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.customer-card.card-selected { border-color: var(--gold); box-shadow: 0 0 0 2px rgba(196,147,74,0.2); }
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</style>
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