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kangwenjing 2026-03-26 17:29:55 +08:00
parent 13d3abeeee
commit 8606a02971
25595 changed files with 2201271 additions and 2463 deletions
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.DS_Store vendored
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.gitignore vendored 100644
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.DS_Store
.idea/
backend/.idea/
frontend/dist/
backend/target/
frontend/node_modules/
frontend/.cert/
*.log

93
.idea/workspace.xml
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@ -4,19 +4,42 @@
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<change beforePath="$PROJECT_DIR$/frontend/src/pages/Work.tsx" beforeDir="false" afterPath="$PROJECT_DIR$/frontend/src/pages/Work.tsx" afterDir="false" />
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<option name="SHOW_DIALOG" value="false" />
<option name="HIGHLIGHT_CONFLICTS" value="true" />
@ -29,9 +52,9 @@
<component name="MarkdownSettingsMigration">
<option name="stateVersion" value="1" />
</component>
<component name="ProjectColorInfo"><![CDATA[{
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<component name="ProjectColorInfo">{
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<component name="ProjectId" id="3BBm14kQhaD2gQxOS8rBU8WsdoX" />
<component name="ProjectViewState">
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<component name="PropertiesComponent"><![CDATA[{
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"RequestMappingsPanelWidth0": "75",
"RequestMappingsPanelWidth1": "75",
"RunOnceActivity.OpenProjectViewOnStart": "true",
"RunOnceActivity.ShowReadmeOnStart": "true",
"WebServerToolWindowFactoryState": "false",
@ -52,10 +79,19 @@
"project.structure.last.edited": "Libraries",
"project.structure.proportion": "0.0",
"project.structure.side.proportion": "0.0",
"ts.external.directory.path": "/Users/kangwenjing/Downloads/crm/unis_crm/frontend/node_modules/typescript/lib",
"vue.rearranger.settings.migration": "true"
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}]]></component>
<component name="RunManager">
<component name="RunManager" selected="Spring Boot.UnisCrmBackendApplication">
<configuration name="unis-crm-backend中的所有" type="JUnit" factoryName="JUnit" temporary="true" nameIsGenerated="true">
<module name="unis-crm-backend" />
<option name="PACKAGE_NAME" value="" />
<option name="TEST_OBJECT" value="package" />
<method v="2">
<option name="Make" enabled="true" />
</method>
</configuration>
<configuration name="UnisCrmBackendApplication" type="SpringBootApplicationConfigurationType" factoryName="Spring Boot" nameIsGenerated="true">
<module name="unis-crm-backend" />
<option name="SPRING_BOOT_MAIN_CLASS" value="com.unis.crm.UnisCrmBackendApplication" />
@ -63,6 +99,11 @@
<option name="Make" enabled="true" />
</method>
</configuration>
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@ -73,10 +114,36 @@
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75
backend/src/main/java/com/unis/crm/common/WorkCheckInSchemaInitializer.java 100644
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@ -0,0 +1,75 @@
package com.unis.crm.common;
import java.sql.Connection;
import java.sql.ResultSet;
import java.sql.SQLException;
import java.sql.Statement;
import javax.sql.DataSource;
import org.slf4j.Logger;
import org.slf4j.LoggerFactory;
import org.springframework.boot.ApplicationArguments;
import org.springframework.boot.ApplicationRunner;
import org.springframework.stereotype.Component;
@Component
public class WorkCheckInSchemaInitializer implements ApplicationRunner {
private static final Logger log = LoggerFactory.getLogger(WorkCheckInSchemaInitializer.class);
private final DataSource dataSource;
public WorkCheckInSchemaInitializer(DataSource dataSource) {
this.dataSource = dataSource;
}
@Override
public void run(ApplicationArguments args) {
try (Connection connection = dataSource.getConnection()) {
if (!tableExists(connection, "work_checkin")) {
return;
}
try (Statement statement = connection.createStatement()) {
statement.execute("alter table work_checkin add column if not exists biz_type varchar(20)");
statement.execute("alter table work_checkin add column if not exists biz_id bigint");
statement.execute("alter table work_checkin add column if not exists biz_name varchar(200)");
statement.execute("alter table work_checkin add column if not exists user_name varchar(100)");
statement.execute("alter table work_checkin add column if not exists dept_name varchar(200)");
statement.execute("create index if not exists idx_work_checkin_user_date_time on work_checkin (user_id, checkin_date desc, checkin_time desc, id desc)");
statement.execute("create index if not exists idx_work_checkin_date_biz on work_checkin (checkin_date desc, biz_type, biz_id)");
statement.execute("create index if not exists idx_work_checkin_date_dept on work_checkin (checkin_date desc, dept_name)");
statement.execute("""
do $$
begin
if not exists (
select 1
from pg_constraint
where conrelid = 'work_checkin'::regclass
and conname = 'work_checkin_biz_type_check'
) then
alter table work_checkin
add constraint work_checkin_biz_type_check
check (biz_type is null or biz_type in ('sales', 'channel', 'opportunity'));
end if;
end $$;
""");
}
log.info("Ensured compatibility columns and indexes exist for work_checkin");
} catch (SQLException exception) {
throw new IllegalStateException("Failed to initialize work_checkin schema compatibility", exception);
}
}
private boolean tableExists(Connection connection, String tableName) throws SQLException {
if (existsInSchema(connection, null, tableName)) {
return true;
}
return existsInSchema(connection, "public", tableName);
}
private boolean existsInSchema(Connection connection, String schemaName, String tableName) throws SQLException {
try (ResultSet resultSet = connection.getMetaData()
.getTables(connection.getCatalog(), schemaName, tableName, new String[]{"TABLE"})) {
return resultSet.next();
}
}
}

10
backend/src/main/java/com/unis/crm/controller/DashboardController.java
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@ -6,6 +6,8 @@ import com.unis.crm.service.DashboardService;
import jakarta.validation.constraints.Min;
import org.springframework.validation.annotation.Validated;
import org.springframework.web.bind.annotation.GetMapping;
import org.springframework.web.bind.annotation.PathVariable;
import org.springframework.web.bind.annotation.PostMapping;
import org.springframework.web.bind.annotation.RequestHeader;
import org.springframework.web.bind.annotation.RequestMapping;
import org.springframework.web.bind.annotation.RestController;
@ -26,4 +28,12 @@ public class DashboardController {
@RequestHeader("X-User-Id") @Min(1) Long userId) {
return ApiResponse.success(dashboardService.getHome(userId));
}
@PostMapping("/todos/{todoId}/complete")
public ApiResponse<Void> completeTodo(
@RequestHeader("X-User-Id") @Min(1) Long userId,
@PathVariable("todoId") @Min(1) Long todoId) {
dashboardService.completeTodo(userId, todoId);
return ApiResponse.success(null);
}
}

13
backend/src/main/java/com/unis/crm/controller/OpportunityController.java
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@ -4,6 +4,7 @@ import com.unis.crm.common.ApiResponse;
import com.unis.crm.common.CurrentUserUtils;
import com.unis.crm.dto.opportunity.CreateOpportunityFollowUpRequest;
import com.unis.crm.dto.opportunity.CreateOpportunityRequest;
import com.unis.crm.dto.opportunity.OpportunityMetaDTO;
import com.unis.crm.dto.opportunity.OpportunityOverviewDTO;
import com.unis.crm.service.OpportunityService;
import jakarta.validation.Valid;
@ -27,6 +28,11 @@ public class OpportunityController {
this.opportunityService = opportunityService;
}
@GetMapping("/meta")
public ApiResponse<OpportunityMetaDTO> getMeta() {
return ApiResponse.success(opportunityService.getMeta());
}
@GetMapping("/overview")
public ApiResponse<OpportunityOverviewDTO> getOverview(
@RequestHeader("X-User-Id") Long userId,
@ -50,6 +56,13 @@ public class OpportunityController {
return ApiResponse.success(opportunityService.updateOpportunity(CurrentUserUtils.requireCurrentUserId(userId), opportunityId, request));
}
@PostMapping("/{opportunityId}/push-oms")
public ApiResponse<Long> pushToOms(
@RequestHeader("X-User-Id") Long userId,
@PathVariable("opportunityId") Long opportunityId) {
return ApiResponse.success(opportunityService.pushToOms(CurrentUserUtils.requireCurrentUserId(userId), opportunityId));
}
@PostMapping("/{opportunityId}/followups")
public ApiResponse<Long> createFollowUp(
@RequestHeader("X-User-Id") Long userId,

38
backend/src/main/java/com/unis/crm/controller/WorkController.java
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@ -1,13 +1,13 @@
package com.unis.crm.controller;
import com.unis.crm.common.ApiResponse;
import com.unis.crm.common.BusinessException;
import com.unis.crm.common.CurrentUserUtils;
import com.unis.crm.dto.work.CreateWorkCheckInRequest;
import com.unis.crm.dto.work.CreateWorkDailyReportRequest;
import com.unis.crm.dto.work.WorkHistoryPageDTO;
import com.unis.crm.dto.work.WorkOverviewDTO;
import com.unis.crm.service.WorkService;
import jakarta.validation.constraints.DecimalMax;
import jakarta.validation.constraints.DecimalMin;
import jakarta.validation.Valid;
import java.math.BigDecimal;
import org.springframework.core.io.Resource;
@ -43,12 +43,25 @@ public class WorkController {
return ApiResponse.success(workService.getOverview(CurrentUserUtils.requireCurrentUserId(userId)));
}
@GetMapping("/history")
public ApiResponse<WorkHistoryPageDTO> getHistory(
@RequestHeader("X-User-Id") Long userId,
@RequestParam(value = "type", required = false) String type,
@RequestParam(value = "page", defaultValue = "1") int page,
@RequestParam(value = "size", defaultValue = "8") int size) {
return ApiResponse.success(workService.getHistory(CurrentUserUtils.requireCurrentUserId(userId), type, page, size));
}
@GetMapping("/reverse-geocode")
public ApiResponse<String> reverseGeocode(
@RequestHeader("X-User-Id") Long userId,
@RequestParam("lat") @DecimalMin(value = "-90.0") @DecimalMax(value = "90.0") BigDecimal latitude,
@RequestParam("lon") @DecimalMin(value = "-180.0") @DecimalMax(value = "180.0") BigDecimal longitude) {
@RequestHeader(value = "X-User-Id", required = false) Long userId,
@RequestParam(value = "lat", required = false) String latitudeText,
@RequestParam(value = "lon", required = false) String longitudeText) {
if (userId != null) {
CurrentUserUtils.requireCurrentUserId(userId);
}
BigDecimal latitude = parseCoordinate(latitudeText, "纬度", new BigDecimal("-90"), new BigDecimal("90"));
BigDecimal longitude = parseCoordinate(longitudeText, "经度", new BigDecimal("-180"), new BigDecimal("180"));
return ApiResponse.success(workService.resolveLocationName(latitude, longitude));
}
@ -81,4 +94,19 @@ public class WorkController {
@Valid @RequestBody CreateWorkDailyReportRequest request) {
return ApiResponse.success(workService.saveDailyReport(CurrentUserUtils.requireCurrentUserId(userId), request));
}
private BigDecimal parseCoordinate(String value, String fieldName, BigDecimal min, BigDecimal max) {
if (value == null || value.isBlank()) {
throw new BusinessException(fieldName + "不能为空");
}
try {
BigDecimal coordinate = new BigDecimal(value.trim());
if (coordinate.compareTo(min) < 0 || coordinate.compareTo(max) > 0) {
throw new BusinessException(fieldName + "超出有效范围");
}
return coordinate;
} catch (NumberFormatException ex) {
throw new BusinessException(fieldName + "格式不正确");
}
}
}

13
backend/src/main/java/com/unis/crm/dto/dashboard/DashboardTodoDTO.java
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@ -1,17 +1,22 @@
package com.unis.crm.dto.dashboard;
import com.fasterxml.jackson.databind.annotation.JsonSerialize;
import com.fasterxml.jackson.databind.ser.std.ToStringSerializer;
import java.time.OffsetDateTime;
public class DashboardTodoDTO {
@JsonSerialize(using = ToStringSerializer.class)
private Long id;
private String title;
private String bizType;
@JsonSerialize(using = ToStringSerializer.class)
private Long bizId;
private String priority;
private String status;
private OffsetDateTime dueDate;
private OffsetDateTime createdAt;
private OffsetDateTime updatedAt;
public Long getId() {
return id;
@ -76,4 +81,12 @@ public class DashboardTodoDTO {
public void setCreatedAt(OffsetDateTime createdAt) {
this.createdAt = createdAt;
}
public OffsetDateTime getUpdatedAt() {
return updatedAt;
}
public void setUpdatedAt(OffsetDateTime updatedAt) {
this.updatedAt = updatedAt;
}
}

50
backend/src/main/java/com/unis/crm/dto/expansion/ChannelExpansionContactDTO.java 100644
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@ -0,0 +1,50 @@
package com.unis.crm.dto.expansion;
public class ChannelExpansionContactDTO {
private Long id;
private Long channelExpansionId;
private String name;
private String mobile;
private String title;
public Long getId() {
return id;
}
public void setId(Long id) {
this.id = id;
}
public Long getChannelExpansionId() {
return channelExpansionId;
}
public void setChannelExpansionId(Long channelExpansionId) {
this.channelExpansionId = channelExpansionId;
}
public String getName() {
return name;
}
public void setName(String name) {
this.name = name;
}
public String getMobile() {
return mobile;
}
public void setMobile(String mobile) {
this.mobile = mobile;
}
public String getTitle() {
return title;
}
public void setTitle(String title) {
this.title = title;
}
}

32
backend/src/main/java/com/unis/crm/dto/expansion/ChannelExpansionContactRequest.java 100644
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@ -0,0 +1,32 @@
package com.unis.crm.dto.expansion;
public class ChannelExpansionContactRequest {
private String name;
private String mobile;
private String title;
public String getName() {
return name;
}
public void setName(String name) {
this.name = name;
}
public String getMobile() {
return mobile;
}
public void setMobile(String mobile) {
this.mobile = mobile;
}
public String getTitle() {
return title;
}
public void setTitle(String title) {
this.title = title;
}
}

130
backend/src/main/java/com/unis/crm/dto/expansion/ChannelExpansionItemDTO.java
View File

@ -7,20 +7,30 @@ public class ChannelExpansionItemDTO {
private Long id;
private String type;
private String channelCode;
private String name;
private String province;
private String industry;
private String officeAddress;
private String channelIndustry;
private String annualRevenue;
private String revenue;
private Integer size;
private String contact;
private String contactTitle;
private String phone;
private String primaryContactName;
private String primaryContactTitle;
private String primaryContactMobile;
private String establishedDate;
private String intentLevel;
private String intent;
private Boolean hasDesktopExp;
private String channelAttribute;
private String internalAttribute;
private String stageCode;
private String stage;
private Boolean landed;
private String expectedSignDate;
private String notes;
private List<ChannelExpansionContactDTO> contacts = new ArrayList<>();
private List<ChannelRelatedProjectSummaryDTO> relatedProjects = new ArrayList<>();
private List<ExpansionFollowUpDTO> followUps = new ArrayList<>();
public Long getId() {
@ -39,6 +49,14 @@ public class ChannelExpansionItemDTO {
this.type = type;
}
public String getChannelCode() {
return channelCode;
}
public void setChannelCode(String channelCode) {
this.channelCode = channelCode;
}
public String getName() {
return name;
}
@ -55,12 +73,20 @@ public class ChannelExpansionItemDTO {
this.province = province;
}
public String getIndustry() {
return industry;
public String getOfficeAddress() {
return officeAddress;
}
public void setIndustry(String industry) {
this.industry = industry;
public void setOfficeAddress(String officeAddress) {
this.officeAddress = officeAddress;
}
public String getChannelIndustry() {
return channelIndustry;
}
public void setChannelIndustry(String channelIndustry) {
this.channelIndustry = channelIndustry;
}
public String getAnnualRevenue() {
@ -87,28 +113,76 @@ public class ChannelExpansionItemDTO {
this.size = size;
}
public String getContact() {
return contact;
public String getPrimaryContactName() {
return primaryContactName;
}
public void setContact(String contact) {
this.contact = contact;
public void setPrimaryContactName(String primaryContactName) {
this.primaryContactName = primaryContactName;
}
public String getContactTitle() {
return contactTitle;
public String getPrimaryContactTitle() {
return primaryContactTitle;
}
public void setContactTitle(String contactTitle) {
this.contactTitle = contactTitle;
public void setPrimaryContactTitle(String primaryContactTitle) {
this.primaryContactTitle = primaryContactTitle;
}
public String getPhone() {
return phone;
public String getPrimaryContactMobile() {
return primaryContactMobile;
}
public void setPhone(String phone) {
this.phone = phone;
public void setPrimaryContactMobile(String primaryContactMobile) {
this.primaryContactMobile = primaryContactMobile;
}
public String getEstablishedDate() {
return establishedDate;
}
public void setEstablishedDate(String establishedDate) {
this.establishedDate = establishedDate;
}
public String getIntentLevel() {
return intentLevel;
}
public void setIntentLevel(String intentLevel) {
this.intentLevel = intentLevel;
}
public String getIntent() {
return intent;
}
public void setIntent(String intent) {
this.intent = intent;
}
public Boolean getHasDesktopExp() {
return hasDesktopExp;
}
public void setHasDesktopExp(Boolean hasDesktopExp) {
this.hasDesktopExp = hasDesktopExp;
}
public String getChannelAttribute() {
return channelAttribute;
}
public void setChannelAttribute(String channelAttribute) {
this.channelAttribute = channelAttribute;
}
public String getInternalAttribute() {
return internalAttribute;
}
public void setInternalAttribute(String internalAttribute) {
this.internalAttribute = internalAttribute;
}
public String getStageCode() {
@ -151,6 +225,22 @@ public class ChannelExpansionItemDTO {
this.notes = notes;
}
public List<ChannelExpansionContactDTO> getContacts() {
return contacts;
}
public void setContacts(List<ChannelExpansionContactDTO> contacts) {
this.contacts = contacts;
}
public List<ChannelRelatedProjectSummaryDTO> getRelatedProjects() {
return relatedProjects;
}
public void setRelatedProjects(List<ChannelRelatedProjectSummaryDTO> relatedProjects) {
this.relatedProjects = relatedProjects;
}
public List<ExpansionFollowUpDTO> getFollowUps() {
return followUps;
}

52
backend/src/main/java/com/unis/crm/dto/expansion/ChannelRelatedProjectSummaryDTO.java 100644
View File

@ -0,0 +1,52 @@
package com.unis.crm.dto.expansion;
import java.math.BigDecimal;
public class ChannelRelatedProjectSummaryDTO {
private Long channelExpansionId;
private Long opportunityId;
private String opportunityCode;
private String opportunityName;
private BigDecimal amount;
public Long getChannelExpansionId() {
return channelExpansionId;
}
public void setChannelExpansionId(Long channelExpansionId) {
this.channelExpansionId = channelExpansionId;
}
public Long getOpportunityId() {
return opportunityId;
}
public void setOpportunityId(Long opportunityId) {
this.opportunityId = opportunityId;
}
public String getOpportunityCode() {
return opportunityCode;
}
public void setOpportunityCode(String opportunityCode) {
this.opportunityCode = opportunityCode;
}
public String getOpportunityName() {
return opportunityName;
}
public void setOpportunityName(String opportunityName) {
this.opportunityName = opportunityName;
}
public BigDecimal getAmount() {
return amount;
}
public void setAmount(BigDecimal amount) {
this.amount = amount;
}
}

95
backend/src/main/java/com/unis/crm/dto/expansion/CreateChannelExpansionRequest.java
View File

@ -4,26 +4,33 @@ import jakarta.validation.constraints.NotBlank;
import jakarta.validation.constraints.Size;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.List;
public class CreateChannelExpansionRequest {
private Long id;
private String channelCode;
private String officeAddress;
private String channelIndustry;
@NotBlank(message = "渠道名称不能为空")
@Size(max = 200, message = "渠道名称不能超过200字符")
private String channelName;
private String province;
private String industry;
private BigDecimal annualRevenue;
private Integer staffSize;
private String contactName;
private String contactTitle;
private String contactMobile;
private LocalDate contactEstablishedDate;
private String intentLevel;
private Boolean hasDesktopExp;
private String channelAttribute;
private String internalAttribute;
private String stage;
private Boolean landedFlag;
private LocalDate expectedSignDate;
private String remark;
private List<ChannelExpansionContactRequest> contacts = new ArrayList<>();
public Long getId() {
return id;
@ -33,6 +40,30 @@ public class CreateChannelExpansionRequest {
this.id = id;
}
public String getChannelCode() {
return channelCode;
}
public void setChannelCode(String channelCode) {
this.channelCode = channelCode;
}
public String getOfficeAddress() {
return officeAddress;
}
public void setOfficeAddress(String officeAddress) {
this.officeAddress = officeAddress;
}
public String getChannelIndustry() {
return channelIndustry;
}
public void setChannelIndustry(String channelIndustry) {
this.channelIndustry = channelIndustry;
}
public String getChannelName() {
return channelName;
}
@ -49,14 +80,6 @@ public class CreateChannelExpansionRequest {
this.province = province;
}
public String getIndustry() {
return industry;
}
public void setIndustry(String industry) {
this.industry = industry;
}
public BigDecimal getAnnualRevenue() {
return annualRevenue;
}
@ -73,28 +96,44 @@ public class CreateChannelExpansionRequest {
this.staffSize = staffSize;
}
public String getContactName() {
return contactName;
public LocalDate getContactEstablishedDate() {
return contactEstablishedDate;
}
public void setContactName(String contactName) {
this.contactName = contactName;
public void setContactEstablishedDate(LocalDate contactEstablishedDate) {
this.contactEstablishedDate = contactEstablishedDate;
}
public String getContactTitle() {
return contactTitle;
public String getIntentLevel() {
return intentLevel;
}
public void setContactTitle(String contactTitle) {
this.contactTitle = contactTitle;
public void setIntentLevel(String intentLevel) {
this.intentLevel = intentLevel;
}
public String getContactMobile() {
return contactMobile;
public Boolean getHasDesktopExp() {
return hasDesktopExp;
}
public void setContactMobile(String contactMobile) {
this.contactMobile = contactMobile;
public void setHasDesktopExp(Boolean hasDesktopExp) {
this.hasDesktopExp = hasDesktopExp;
}
public String getChannelAttribute() {
return channelAttribute;
}
public void setChannelAttribute(String channelAttribute) {
this.channelAttribute = channelAttribute;
}
public String getInternalAttribute() {
return internalAttribute;
}
public void setInternalAttribute(String internalAttribute) {
this.internalAttribute = internalAttribute;
}
public String getStage() {
@ -128,4 +167,12 @@ public class CreateChannelExpansionRequest {
public void setRemark(String remark) {
this.remark = remark;
}
public List<ChannelExpansionContactRequest> getContacts() {
return contacts;
}
public void setContacts(List<ChannelExpansionContactRequest> contacts) {
this.contacts = contacts;
}
}

28
backend/src/main/java/com/unis/crm/dto/expansion/CreateExpansionFollowUpRequest.java
View File

@ -17,6 +17,10 @@ public class CreateExpansionFollowUpRequest {
@NotNull(message = "跟进时间不能为空")
private OffsetDateTime followUpTime;
private OffsetDateTime visitStartTime;
private String evaluationContent;
private String nextPlan;
public String getFollowUpType() {
return followUpType;
}
@ -48,4 +52,28 @@ public class CreateExpansionFollowUpRequest {
public void setFollowUpTime(OffsetDateTime followUpTime) {
this.followUpTime = followUpTime;
}
public OffsetDateTime getVisitStartTime() {
return visitStartTime;
}
public void setVisitStartTime(OffsetDateTime visitStartTime) {
this.visitStartTime = visitStartTime;
}
public String getEvaluationContent() {
return evaluationContent;
}
public void setEvaluationContent(String evaluationContent) {
this.evaluationContent = evaluationContent;
}
public String getNextPlan() {
return nextPlan;
}
public void setNextPlan(String nextPlan) {
this.nextPlan = nextPlan;
}
}

31
backend/src/main/java/com/unis/crm/dto/expansion/CreateSalesExpansionRequest.java
View File

@ -8,13 +8,18 @@ public class CreateSalesExpansionRequest {
private Long id;
@NotBlank(message = "工号不能为空")
@Size(max = 50, message = "工号不能超过50字符")
private String employeeNo;
@NotBlank(message = "候选人姓名不能为空")
@Size(max = 50, message = "候选人姓名不能超过50字符")
private String candidateName;
private String officeName;
private String mobile;
private String email;
private Long targetDeptId;
private String targetDept;
private String industry;
private String title;
private String intentLevel;
@ -33,6 +38,14 @@ public class CreateSalesExpansionRequest {
this.id = id;
}
public String getEmployeeNo() {
return employeeNo;
}
public void setEmployeeNo(String employeeNo) {
this.employeeNo = employeeNo;
}
public String getCandidateName() {
return candidateName;
}
@ -45,6 +58,14 @@ public class CreateSalesExpansionRequest {
return mobile;
}
public String getOfficeName() {
return officeName;
}
public void setOfficeName(String officeName) {
this.officeName = officeName;
}
public void setMobile(String mobile) {
this.mobile = mobile;
}
@ -57,12 +78,12 @@ public class CreateSalesExpansionRequest {
this.email = email;
}
public Long getTargetDeptId() {
return targetDeptId;
public String getTargetDept() {
return targetDept;
}
public void setTargetDeptId(Long targetDeptId) {
this.targetDeptId = targetDeptId;
public void setTargetDept(String targetDept) {
this.targetDept = targetDept;
}
public String getIndustry() {

23
backend/src/main/java/com/unis/crm/dto/expansion/DictOptionDTO.java 100644
View File

@ -0,0 +1,23 @@
package com.unis.crm.dto.expansion;
public class DictOptionDTO {
private String label;
private String value;
public String getLabel() {
return label;
}
public void setLabel(String label) {
this.label = label;
}
public String getValue() {
return value;
}
public void setValue(String value) {
this.value = value;
}
}

27
backend/src/main/java/com/unis/crm/dto/expansion/ExpansionFollowUpDTO.java
View File

@ -12,6 +12,9 @@ public class ExpansionFollowUpDTO {
private String type;
private String content;
private String user;
private String visitStartTime;
private String evaluationContent;
private String nextPlan;
public Long getId() {
return id;
@ -76,4 +79,28 @@ public class ExpansionFollowUpDTO {
public void setUser(String user) {
this.user = user;
}
public String getVisitStartTime() {
return visitStartTime;
}
public void setVisitStartTime(String visitStartTime) {
this.visitStartTime = visitStartTime;
}
public String getEvaluationContent() {
return evaluationContent;
}
public void setEvaluationContent(String evaluationContent) {
this.evaluationContent = evaluationContent;
}
public String getNextPlan() {
return nextPlan;
}
public void setNextPlan(String nextPlan) {
this.nextPlan = nextPlan;
}
}

59
backend/src/main/java/com/unis/crm/dto/expansion/ExpansionMetaDTO.java
View File

@ -4,20 +4,65 @@ import java.util.List;
public class ExpansionMetaDTO {
private List<DepartmentOptionDTO> departments;
private List<DictOptionDTO> officeOptions;
private List<DictOptionDTO> industryOptions;
private List<DictOptionDTO> channelAttributeOptions;
private List<DictOptionDTO> internalAttributeOptions;
private String nextChannelCode;
public ExpansionMetaDTO() {
}
public ExpansionMetaDTO(List<DepartmentOptionDTO> departments) {
this.departments = departments;
public ExpansionMetaDTO(
List<DictOptionDTO> officeOptions,
List<DictOptionDTO> industryOptions,
List<DictOptionDTO> channelAttributeOptions,
List<DictOptionDTO> internalAttributeOptions,
String nextChannelCode) {
this.officeOptions = officeOptions;
this.industryOptions = industryOptions;
this.channelAttributeOptions = channelAttributeOptions;
this.internalAttributeOptions = internalAttributeOptions;
this.nextChannelCode = nextChannelCode;
}
public List<DepartmentOptionDTO> getDepartments() {
return departments;
public List<DictOptionDTO> getOfficeOptions() {
return officeOptions;
}
public void setDepartments(List<DepartmentOptionDTO> departments) {
this.departments = departments;
public void setOfficeOptions(List<DictOptionDTO> officeOptions) {
this.officeOptions = officeOptions;
}
public List<DictOptionDTO> getIndustryOptions() {
return industryOptions;
}
public void setIndustryOptions(List<DictOptionDTO> industryOptions) {
this.industryOptions = industryOptions;
}
public List<DictOptionDTO> getChannelAttributeOptions() {
return channelAttributeOptions;
}
public void setChannelAttributeOptions(List<DictOptionDTO> channelAttributeOptions) {
this.channelAttributeOptions = channelAttributeOptions;
}
public List<DictOptionDTO> getInternalAttributeOptions() {
return internalAttributeOptions;
}
public void setInternalAttributeOptions(List<DictOptionDTO> internalAttributeOptions) {
this.internalAttributeOptions = internalAttributeOptions;
}
public String getNextChannelCode() {
return nextChannelCode;
}
public void setNextChannelCode(String nextChannelCode) {
this.nextChannelCode = nextChannelCode;
}
}

52
backend/src/main/java/com/unis/crm/dto/expansion/RelatedProjectSummaryDTO.java 100644
View File

@ -0,0 +1,52 @@
package com.unis.crm.dto.expansion;
import java.math.BigDecimal;
public class RelatedProjectSummaryDTO {
private Long salesExpansionId;
private Long opportunityId;
private String opportunityCode;
private String opportunityName;
private BigDecimal amount;
public Long getSalesExpansionId() {
return salesExpansionId;
}
public void setSalesExpansionId(Long salesExpansionId) {
this.salesExpansionId = salesExpansionId;
}
public Long getOpportunityId() {
return opportunityId;
}
public void setOpportunityId(Long opportunityId) {
this.opportunityId = opportunityId;
}
public String getOpportunityCode() {
return opportunityCode;
}
public void setOpportunityCode(String opportunityCode) {
this.opportunityCode = opportunityCode;
}
public String getOpportunityName() {
return opportunityName;
}
public void setOpportunityName(String opportunityName) {
this.opportunityName = opportunityName;
}
public BigDecimal getAmount() {
return amount;
}
public void setAmount(BigDecimal amount) {
this.amount = amount;
}
}

55
backend/src/main/java/com/unis/crm/dto/expansion/SalesExpansionItemDTO.java
View File

@ -7,11 +7,15 @@ public class SalesExpansionItemDTO {
private Long id;
private String type;
private String employeeNo;
private String name;
private String officeCode;
private String officeName;
private String phone;
private String email;
private Long targetDeptId;
private String targetDept;
private String dept;
private String industryCode;
private String industry;
private String title;
private String intentLevel;
@ -24,6 +28,7 @@ public class SalesExpansionItemDTO {
private String employmentStatus;
private String expectedJoinDate;
private String notes;
private java.util.List<RelatedProjectSummaryDTO> relatedProjects = new java.util.ArrayList<>();
private List<ExpansionFollowUpDTO> followUps = new ArrayList<>();
public Long getId() {
@ -42,6 +47,14 @@ public class SalesExpansionItemDTO {
this.type = type;
}
public String getEmployeeNo() {
return employeeNo;
}
public void setEmployeeNo(String employeeNo) {
this.employeeNo = employeeNo;
}
public String getName() {
return name;
}
@ -50,10 +63,26 @@ public class SalesExpansionItemDTO {
this.name = name;
}
public String getOfficeCode() {
return officeCode;
}
public void setOfficeCode(String officeCode) {
this.officeCode = officeCode;
}
public String getPhone() {
return phone;
}
public String getOfficeName() {
return officeName;
}
public void setOfficeName(String officeName) {
this.officeName = officeName;
}
public void setPhone(String phone) {
this.phone = phone;
}
@ -66,12 +95,12 @@ public class SalesExpansionItemDTO {
this.email = email;
}
public Long getTargetDeptId() {
return targetDeptId;
public String getTargetDept() {
return targetDept;
}
public void setTargetDeptId(Long targetDeptId) {
this.targetDeptId = targetDeptId;
public void setTargetDept(String targetDept) {
this.targetDept = targetDept;
}
public String getDept() {
@ -90,6 +119,14 @@ public class SalesExpansionItemDTO {
this.industry = industry;
}
public String getIndustryCode() {
return industryCode;
}
public void setIndustryCode(String industryCode) {
this.industryCode = industryCode;
}
public String getTitle() {
return title;
}
@ -178,6 +215,14 @@ public class SalesExpansionItemDTO {
this.notes = notes;
}
public java.util.List<RelatedProjectSummaryDTO> getRelatedProjects() {
return relatedProjects;
}
public void setRelatedProjects(java.util.List<RelatedProjectSummaryDTO> relatedProjects) {
this.relatedProjects = relatedProjects;
}
public List<ExpansionFollowUpDTO> getFollowUps() {
return followUps;
}

96
backend/src/main/java/com/unis/crm/dto/expansion/UpdateChannelExpansionRequest.java
View File

@ -4,24 +4,56 @@ import jakarta.validation.constraints.NotBlank;
import jakarta.validation.constraints.Size;
import java.math.BigDecimal;
import java.time.LocalDate;
import java.util.ArrayList;
import java.util.List;
public class UpdateChannelExpansionRequest {
private String channelCode;
private String officeAddress;
private String channelIndustry;
@NotBlank(message = "渠道名称不能为空")
@Size(max = 200, message = "渠道名称不能超过200字符")
private String channelName;
private String province;
private String industry;
private BigDecimal annualRevenue;
private Integer staffSize;
private String contactName;
private String contactTitle;
private String contactMobile;
private LocalDate contactEstablishedDate;
private String intentLevel;
private Boolean hasDesktopExp;
private String channelAttribute;
private String internalAttribute;
private String stage;
private Boolean landedFlag;
private LocalDate expectedSignDate;
private String remark;
private List<ChannelExpansionContactRequest> contacts = new ArrayList<>();
public String getChannelCode() {
return channelCode;
}
public void setChannelCode(String channelCode) {
this.channelCode = channelCode;
}
public String getOfficeAddress() {
return officeAddress;
}
public void setOfficeAddress(String officeAddress) {
this.officeAddress = officeAddress;
}
public String getChannelIndustry() {
return channelIndustry;
}
public void setChannelIndustry(String channelIndustry) {
this.channelIndustry = channelIndustry;
}
public String getChannelName() {
return channelName;
@ -39,14 +71,6 @@ public class UpdateChannelExpansionRequest {
this.province = province;
}
public String getIndustry() {
return industry;
}
public void setIndustry(String industry) {
this.industry = industry;
}
public BigDecimal getAnnualRevenue() {
return annualRevenue;
}
@ -63,28 +87,44 @@ public class UpdateChannelExpansionRequest {
this.staffSize = staffSize;
}
public String getContactName() {
return contactName;
public LocalDate getContactEstablishedDate() {
return contactEstablishedDate;
}
public void setContactName(String contactName) {
this.contactName = contactName;
public void setContactEstablishedDate(LocalDate contactEstablishedDate) {
this.contactEstablishedDate = contactEstablishedDate;
}
public String getContactTitle() {
return contactTitle;
public String getIntentLevel() {
return intentLevel;
}
public void setContactTitle(String contactTitle) {
this.contactTitle = contactTitle;
public void setIntentLevel(String intentLevel) {
this.intentLevel = intentLevel;
}
public String getContactMobile() {
return contactMobile;
public Boolean getHasDesktopExp() {
return hasDesktopExp;
}
public void setContactMobile(String contactMobile) {
this.contactMobile = contactMobile;
public void setHasDesktopExp(Boolean hasDesktopExp) {
this.hasDesktopExp = hasDesktopExp;
}
public String getChannelAttribute() {
return channelAttribute;
}
public void setChannelAttribute(String channelAttribute) {
this.channelAttribute = channelAttribute;
}
public String getInternalAttribute() {
return internalAttribute;
}
public void setInternalAttribute(String internalAttribute) {
this.internalAttribute = internalAttribute;
}
public String getStage() {
@ -118,4 +158,12 @@ public class UpdateChannelExpansionRequest {
public void setRemark(String remark) {
this.remark = remark;
}
public List<ChannelExpansionContactRequest> getContacts() {
return contacts;
}
public void setContacts(List<ChannelExpansionContactRequest> contacts) {
this.contacts = contacts;
}
}

31
backend/src/main/java/com/unis/crm/dto/expansion/UpdateSalesExpansionRequest.java
View File

@ -6,13 +6,18 @@ import java.time.LocalDate;
public class UpdateSalesExpansionRequest {
@NotBlank(message = "工号不能为空")
@Size(max = 50, message = "工号不能超过50字符")
private String employeeNo;
@NotBlank(message = "候选人姓名不能为空")
@Size(max = 50, message = "候选人姓名不能超过50字符")
private String candidateName;
private String officeName;
private String mobile;
private String email;
private Long targetDeptId;
private String targetDept;
private String industry;
private String title;
private String intentLevel;
@ -23,6 +28,14 @@ public class UpdateSalesExpansionRequest {
private LocalDate expectedJoinDate;
private String remark;
public String getEmployeeNo() {
return employeeNo;
}
public void setEmployeeNo(String employeeNo) {
this.employeeNo = employeeNo;
}
public String getCandidateName() {
return candidateName;
}
@ -35,6 +48,14 @@ public class UpdateSalesExpansionRequest {
return mobile;
}
public String getOfficeName() {
return officeName;
}
public void setOfficeName(String officeName) {
this.officeName = officeName;
}
public void setMobile(String mobile) {
this.mobile = mobile;
}
@ -47,12 +68,12 @@ public class UpdateSalesExpansionRequest {
this.email = email;
}
public Long getTargetDeptId() {
return targetDeptId;
public String getTargetDept() {
return targetDept;
}
public void setTargetDeptId(Long targetDeptId) {
this.targetDeptId = targetDeptId;
public void setTargetDept(String targetDept) {
this.targetDept = targetDept;
}
public String getIndustry() {

53
backend/src/main/java/com/unis/crm/dto/opportunity/CreateOpportunityRequest.java
View File

@ -16,10 +16,16 @@ public class CreateOpportunityRequest {
@Size(max = 200, message = "商机名称不能超过200字符")
private String opportunityName;
@NotBlank(message = "客户名称不能为空")
@Size(max = 200, message = "客户名称不能超过200字符")
@NotBlank(message = "最终客户不能为空")
@Size(max = 200, message = "最终客户不能超过200字符")
private String customerName;
@Size(max = 100, message = "项目地不能超过100字符")
private String projectLocation;
@Size(max = 100, message = "运作方不能超过100字符")
private String operatorName;
@NotNull(message = "商机金额不能为空")
private BigDecimal amount;
@ -34,6 +40,9 @@ public class CreateOpportunityRequest {
private String opportunityType;
private String productType;
private String source;
private Long salesExpansionId;
private Long channelExpansionId;
private String competitorName;
private Boolean pushedToOms;
private String description;
@ -69,6 +78,22 @@ public class CreateOpportunityRequest {
this.amount = amount;
}
public String getProjectLocation() {
return projectLocation;
}
public void setProjectLocation(String projectLocation) {
this.projectLocation = projectLocation;
}
public String getOperatorName() {
return operatorName;
}
public void setOperatorName(String operatorName) {
this.operatorName = operatorName;
}
public LocalDate getExpectedCloseDate() {
return expectedCloseDate;
}
@ -117,6 +142,30 @@ public class CreateOpportunityRequest {
this.source = source;
}
public Long getSalesExpansionId() {
return salesExpansionId;
}
public void setSalesExpansionId(Long salesExpansionId) {
this.salesExpansionId = salesExpansionId;
}
public Long getChannelExpansionId() {
return channelExpansionId;
}
public void setChannelExpansionId(Long channelExpansionId) {
this.channelExpansionId = channelExpansionId;
}
public String getCompetitorName() {
return competitorName;
}
public void setCompetitorName(String competitorName) {
this.competitorName = competitorName;
}
public Boolean getPushedToOms() {
return pushedToOms;
}

23
backend/src/main/java/com/unis/crm/dto/opportunity/OpportunityDictOptionDTO.java 100644
View File

@ -0,0 +1,23 @@
package com.unis.crm.dto.opportunity;
public class OpportunityDictOptionDTO {
private String label;
private String value;
public String getLabel() {
return label;
}
public void setLabel(String label) {
this.label = label;
}
public String getValue() {
return value;
}
public void setValue(String value) {
this.value = value;
}
}

36
backend/src/main/java/com/unis/crm/dto/opportunity/OpportunityFollowUpDTO.java
View File

@ -7,6 +7,10 @@ public class OpportunityFollowUpDTO {
private String date;
private String type;
private String content;
private String latestProgress;
private String communicationTime;
private String communicationContent;
private String nextAction;
private String user;
public Long getId() {
@ -49,6 +53,38 @@ public class OpportunityFollowUpDTO {
this.content = content;
}
public String getLatestProgress() {
return latestProgress;
}
public void setLatestProgress(String latestProgress) {
this.latestProgress = latestProgress;
}
public String getCommunicationTime() {
return communicationTime;
}
public void setCommunicationTime(String communicationTime) {
this.communicationTime = communicationTime;
}
public String getCommunicationContent() {
return communicationContent;
}
public void setCommunicationContent(String communicationContent) {
this.communicationContent = communicationContent;
}
public String getNextAction() {
return nextAction;
}
public void setNextAction(String nextAction) {
this.nextAction = nextAction;
}
public String getUser() {
return user;
}

99
backend/src/main/java/com/unis/crm/dto/opportunity/OpportunityItemDTO.java
View File

@ -11,14 +11,25 @@ public class OpportunityItemDTO {
private String name;
private String client;
private String owner;
private String projectLocation;
private String operatorCode;
private String operatorName;
private BigDecimal amount;
private String date;
private Integer confidence;
private String stageCode;
private String stage;
private String type;
private Boolean pushedToOms;
private String product;
private String source;
private Long salesExpansionId;
private String salesExpansionName;
private Long channelExpansionId;
private String channelExpansionName;
private String competitorName;
private String latestProgress;
private String nextPlan;
private String notes;
private List<OpportunityFollowUpDTO> followUps = new ArrayList<>();
@ -62,6 +73,30 @@ public class OpportunityItemDTO {
this.owner = owner;
}
public String getProjectLocation() {
return projectLocation;
}
public void setProjectLocation(String projectLocation) {
this.projectLocation = projectLocation;
}
public String getOperatorName() {
return operatorName;
}
public void setOperatorName(String operatorName) {
this.operatorName = operatorName;
}
public String getOperatorCode() {
return operatorCode;
}
public void setOperatorCode(String operatorCode) {
this.operatorCode = operatorCode;
}
public BigDecimal getAmount() {
return amount;
}
@ -94,6 +129,14 @@ public class OpportunityItemDTO {
this.stage = stage;
}
public String getStageCode() {
return stageCode;
}
public void setStageCode(String stageCode) {
this.stageCode = stageCode;
}
public String getType() {
return type;
}
@ -126,6 +169,62 @@ public class OpportunityItemDTO {
this.source = source;
}
public Long getSalesExpansionId() {
return salesExpansionId;
}
public void setSalesExpansionId(Long salesExpansionId) {
this.salesExpansionId = salesExpansionId;
}
public String getSalesExpansionName() {
return salesExpansionName;
}
public void setSalesExpansionName(String salesExpansionName) {
this.salesExpansionName = salesExpansionName;
}
public Long getChannelExpansionId() {
return channelExpansionId;
}
public void setChannelExpansionId(Long channelExpansionId) {
this.channelExpansionId = channelExpansionId;
}
public String getChannelExpansionName() {
return channelExpansionName;
}
public void setChannelExpansionName(String channelExpansionName) {
this.channelExpansionName = channelExpansionName;
}
public String getCompetitorName() {
return competitorName;
}
public void setCompetitorName(String competitorName) {
this.competitorName = competitorName;
}
public String getLatestProgress() {
return latestProgress;
}
public void setLatestProgress(String latestProgress) {
this.latestProgress = latestProgress;
}
public String getNextPlan() {
return nextPlan;
}
public void setNextPlan(String nextPlan) {
this.nextPlan = nextPlan;
}
public String getNotes() {
return notes;
}

33
backend/src/main/java/com/unis/crm/dto/opportunity/OpportunityMetaDTO.java 100644
View File

@ -0,0 +1,33 @@
package com.unis.crm.dto.opportunity;
import java.util.List;
public class OpportunityMetaDTO {
private List<OpportunityDictOptionDTO> stageOptions;
private List<OpportunityDictOptionDTO> operatorOptions;
public OpportunityMetaDTO() {
}
public OpportunityMetaDTO(List<OpportunityDictOptionDTO> stageOptions, List<OpportunityDictOptionDTO> operatorOptions) {
this.stageOptions = stageOptions;
this.operatorOptions = operatorOptions;
}
public List<OpportunityDictOptionDTO> getStageOptions() {
return stageOptions;
}
public void setStageOptions(List<OpportunityDictOptionDTO> stageOptions) {
this.stageOptions = stageOptions;
}
public List<OpportunityDictOptionDTO> getOperatorOptions() {
return operatorOptions;
}
public void setOperatorOptions(List<OpportunityDictOptionDTO> operatorOptions) {
this.operatorOptions = operatorOptions;
}
}

51
backend/src/main/java/com/unis/crm/dto/work/CreateWorkCheckInRequest.java
View File

@ -17,6 +17,17 @@ public class CreateWorkCheckInRequest {
private BigDecimal longitude;
private BigDecimal latitude;
private List<String> photoUrls;
private String bizType;
private Long bizId;
@Size(max = 200, message = "关联对象名称不能超过200字符")
private String bizName;
@Size(max = 100, message = "打卡人不能超过100字符")
private String userName;
@Size(max = 200, message = "所属部门不能超过200字符")
private String deptName;
public String getLocationText() {
return locationText;
@ -57,4 +68,44 @@ public class CreateWorkCheckInRequest {
public void setPhotoUrls(List<String> photoUrls) {
this.photoUrls = photoUrls;
}
public String getBizType() {
return bizType;
}
public void setBizType(String bizType) {
this.bizType = bizType;
}
public Long getBizId() {
return bizId;
}
public void setBizId(Long bizId) {
this.bizId = bizId;
}
public String getBizName() {
return bizName;
}
public void setBizName(String bizName) {
this.bizName = bizName;
}
public String getUserName() {
return userName;
}
public void setUserName(String userName) {
this.userName = userName;
}
public String getDeptName() {
return deptName;
}
public void setDeptName(String deptName) {
this.deptName = deptName;
}
}

28
backend/src/main/java/com/unis/crm/dto/work/CreateWorkDailyReportRequest.java
View File

@ -1,7 +1,11 @@
package com.unis.crm.dto.work;
import jakarta.validation.constraints.NotBlank;
import jakarta.validation.constraints.NotEmpty;
import jakarta.validation.constraints.Size;
import jakarta.validation.Valid;
import java.util.ArrayList;
import java.util.List;
public class CreateWorkDailyReportRequest {
@ -9,10 +13,18 @@ public class CreateWorkDailyReportRequest {
@Size(max = 4000, message = "今日工作内容不能超过4000字符")
private String workContent;
@NotEmpty(message = "请至少填写一条今日工作内容")
@Valid
private List<WorkReportLineItemRequest> lineItems = new ArrayList<>();
@NotBlank(message = "明日工作计划不能为空")
@Size(max = 4000, message = "明日工作计划不能超过4000字符")
private String tomorrowPlan;
@NotEmpty(message = "请至少填写一条明日工作计划")
@Valid
private List<WorkTomorrowPlanItemRequest> planItems = new ArrayList<>();
@Size(max = 50, message = "来源类型不能超过50字符")
private String sourceType;
@ -39,4 +51,20 @@ public class CreateWorkDailyReportRequest {
public void setSourceType(String sourceType) {
this.sourceType = sourceType;
}
public List<WorkReportLineItemRequest> getLineItems() {
return lineItems;
}
public void setLineItems(List<WorkReportLineItemRequest> lineItems) {
this.lineItems = lineItems;
}
public List<WorkTomorrowPlanItemRequest> getPlanItems() {
return planItems;
}
public void setPlanItems(List<WorkTomorrowPlanItemRequest> planItems) {
this.planItems = planItems;
}
}

45
backend/src/main/java/com/unis/crm/dto/work/WorkCheckInDTO.java
View File

@ -14,6 +14,11 @@ public class WorkCheckInDTO {
private BigDecimal longitude;
private BigDecimal latitude;
private List<String> photoUrls;
private String bizType;
private Long bizId;
private String bizName;
private String userName;
private String deptName;
public Long getId() {
return id;
@ -86,4 +91,44 @@ public class WorkCheckInDTO {
public void setPhotoUrls(List<String> photoUrls) {
this.photoUrls = photoUrls;
}
public String getBizType() {
return bizType;
}
public void setBizType(String bizType) {
this.bizType = bizType;
}
public Long getBizId() {
return bizId;
}
public void setBizId(Long bizId) {
this.bizId = bizId;
}
public String getBizName() {
return bizName;
}
public void setBizName(String bizName) {
this.bizName = bizName;
}
public String getUserName() {
return userName;
}
public void setUserName(String userName) {
this.userName = userName;
}
public String getDeptName() {
return deptName;
}
public void setDeptName(String deptName) {
this.deptName = deptName;
}
}

18
backend/src/main/java/com/unis/crm/dto/work/WorkDailyReportDTO.java
View File

@ -11,6 +11,8 @@ public class WorkDailyReportDTO {
private String status;
private Integer score;
private String comment;
private java.util.List<WorkReportLineItemDTO> lineItems = new java.util.ArrayList<>();
private java.util.List<WorkTomorrowPlanItemDTO> planItems = new java.util.ArrayList<>();
public Long getId() {
return id;
@ -83,4 +85,20 @@ public class WorkDailyReportDTO {
public void setComment(String comment) {
this.comment = comment;
}
public java.util.List<WorkReportLineItemDTO> getLineItems() {
return lineItems;
}
public void setLineItems(java.util.List<WorkReportLineItemDTO> lineItems) {
this.lineItems = lineItems;
}
public java.util.List<WorkTomorrowPlanItemDTO> getPlanItems() {
return planItems;
}
public void setPlanItems(java.util.List<WorkTomorrowPlanItemDTO> planItems) {
this.planItems = planItems;
}
}

53
backend/src/main/java/com/unis/crm/dto/work/WorkHistoryPageDTO.java 100644
View File

@ -0,0 +1,53 @@
package com.unis.crm.dto.work;
import java.util.List;
public class WorkHistoryPageDTO {
private List<WorkHistoryItemDTO> items;
private boolean hasMore;
private int page;
private int size;
public WorkHistoryPageDTO() {
}
public WorkHistoryPageDTO(List<WorkHistoryItemDTO> items, boolean hasMore, int page, int size) {
this.items = items;
this.hasMore = hasMore;
this.page = page;
this.size = size;
}
public List<WorkHistoryItemDTO> getItems() {
return items;
}
public void setItems(List<WorkHistoryItemDTO> items) {
this.items = items;
}
public boolean isHasMore() {
return hasMore;
}
public void setHasMore(boolean hasMore) {
this.hasMore = hasMore;
}
public int getPage() {
return page;
}
public void setPage(int page) {
this.page = page;
}
public int getSize() {
return size;
}
public void setSize(int size) {
this.size = size;
}
}

113
backend/src/main/java/com/unis/crm/dto/work/WorkReportLineItemDTO.java 100644
View File

@ -0,0 +1,113 @@
package com.unis.crm.dto.work;
public class WorkReportLineItemDTO {
private String workDate;
private String bizType;
private Long bizId;
private String bizName;
private String editorText;
private String content;
private String visitStartTime;
private String evaluationContent;
private String nextPlan;
private String latestProgress;
private String communicationTime;
private String communicationContent;
public String getWorkDate() {
return workDate;
}
public void setWorkDate(String workDate) {
this.workDate = workDate;
}
public String getBizType() {
return bizType;
}
public void setBizType(String bizType) {
this.bizType = bizType;
}
public Long getBizId() {
return bizId;
}
public void setBizId(Long bizId) {
this.bizId = bizId;
}
public String getBizName() {
return bizName;
}
public void setBizName(String bizName) {
this.bizName = bizName;
}
public String getContent() {
return content;
}
public void setContent(String content) {
this.content = content;
}
public String getEditorText() {
return editorText;
}
public void setEditorText(String editorText) {
this.editorText = editorText;
}
public String getVisitStartTime() {
return visitStartTime;
}
public void setVisitStartTime(String visitStartTime) {
this.visitStartTime = visitStartTime;
}
public String getEvaluationContent() {
return evaluationContent;
}
public void setEvaluationContent(String evaluationContent) {
this.evaluationContent = evaluationContent;
}
public String getNextPlan() {
return nextPlan;
}
public void setNextPlan(String nextPlan) {
this.nextPlan = nextPlan;
}
public String getLatestProgress() {
return latestProgress;
}
public void setLatestProgress(String latestProgress) {
this.latestProgress = latestProgress;
}
public String getCommunicationTime() {
return communicationTime;
}
public void setCommunicationTime(String communicationTime) {
this.communicationTime = communicationTime;
}
public String getCommunicationContent() {
return communicationContent;
}
public void setCommunicationContent(String communicationContent) {
this.communicationContent = communicationContent;
}
}

130
backend/src/main/java/com/unis/crm/dto/work/WorkReportLineItemRequest.java 100644
View File

@ -0,0 +1,130 @@
package com.unis.crm.dto.work;
import jakarta.validation.constraints.NotBlank;
import jakarta.validation.constraints.NotNull;
import jakarta.validation.constraints.Size;
public class WorkReportLineItemRequest {
@NotBlank(message = "工作日期不能为空")
private String workDate;
@NotBlank(message = "跟进对象类型不能为空")
private String bizType;
@NotNull(message = "跟进对象不能为空")
private Long bizId;
@Size(max = 200, message = "对象名称不能超过200字符")
private String bizName;
@NotBlank(message = "日报内容不能为空")
@Size(max = 4000, message = "日报内容不能超过4000字符")
private String editorText;
@NotBlank(message = "工作内容不能为空")
@Size(max = 1000, message = "工作内容不能超过1000字符")
private String content;
private String visitStartTime;
private String evaluationContent;
private String nextPlan;
private String latestProgress;
private String communicationTime;
private String communicationContent;
public String getWorkDate() {
return workDate;
}
public void setWorkDate(String workDate) {
this.workDate = workDate;
}
public String getBizType() {
return bizType;
}
public void setBizType(String bizType) {
this.bizType = bizType;
}
public Long getBizId() {
return bizId;
}
public void setBizId(Long bizId) {
this.bizId = bizId;
}
public String getBizName() {
return bizName;
}
public void setBizName(String bizName) {
this.bizName = bizName;
}
public String getContent() {
return content;
}
public void setContent(String content) {
this.content = content;
}
public String getEditorText() {
return editorText;
}
public void setEditorText(String editorText) {
this.editorText = editorText;
}
public String getVisitStartTime() {
return visitStartTime;
}
public void setVisitStartTime(String visitStartTime) {
this.visitStartTime = visitStartTime;
}
public String getEvaluationContent() {
return evaluationContent;
}
public void setEvaluationContent(String evaluationContent) {
this.evaluationContent = evaluationContent;
}
public String getNextPlan() {
return nextPlan;
}
public void setNextPlan(String nextPlan) {
this.nextPlan = nextPlan;
}
public String getLatestProgress() {
return latestProgress;
}
public void setLatestProgress(String latestProgress) {
this.latestProgress = latestProgress;
}
public String getCommunicationTime() {
return communicationTime;
}
public void setCommunicationTime(String communicationTime) {
this.communicationTime = communicationTime;
}
public String getCommunicationContent() {
return communicationContent;
}
public void setCommunicationContent(String communicationContent) {
this.communicationContent = communicationContent;
}
}

14
backend/src/main/java/com/unis/crm/dto/work/WorkTomorrowPlanItemDTO.java 100644
View File

@ -0,0 +1,14 @@
package com.unis.crm.dto.work;
public class WorkTomorrowPlanItemDTO {
private String content;
public String getContent() {
return content;
}
public void setContent(String content) {
this.content = content;
}
}

19
backend/src/main/java/com/unis/crm/dto/work/WorkTomorrowPlanItemRequest.java 100644
View File

@ -0,0 +1,19 @@
package com.unis.crm.dto.work;
import jakarta.validation.constraints.NotBlank;
import jakarta.validation.constraints.Size;
public class WorkTomorrowPlanItemRequest {
@NotBlank(message = "明日工作计划内容不能为空")
@Size(max = 200, message = "单条明日工作计划不能超过200字符")
private String content;
public String getContent() {
return content;
}
public void setContent(String content) {
this.content = content;
}
}

4
backend/src/main/java/com/unis/crm/mapper/DashboardMapper.java
View File

@ -17,7 +17,9 @@ public interface DashboardMapper {
List<DashboardStatDTO> selectDashboardStats(@Param("userId") Long userId);
List<DashboardTodoDTO> selectPendingTodos(@Param("userId") Long userId);
List<DashboardTodoDTO> selectTodos(@Param("userId") Long userId);
int markTodoDone(@Param("userId") Long userId, @Param("todoId") Long todoId);
List<DashboardActivityDTO> selectLatestActivities(@Param("userId") Long userId);
}

30
backend/src/main/java/com/unis/crm/mapper/ExpansionMapper.java
View File

@ -1,11 +1,15 @@
package com.unis.crm.mapper;
import com.unis.crm.dto.expansion.ChannelExpansionItemDTO;
import com.unis.crm.dto.expansion.ChannelExpansionContactDTO;
import com.unis.crm.dto.expansion.ChannelExpansionContactRequest;
import com.unis.crm.dto.expansion.ChannelRelatedProjectSummaryDTO;
import com.unis.crm.dto.expansion.CreateChannelExpansionRequest;
import com.unis.crm.dto.expansion.CreateExpansionFollowUpRequest;
import com.unis.crm.dto.expansion.CreateSalesExpansionRequest;
import com.unis.crm.dto.expansion.DepartmentOptionDTO;
import com.unis.crm.dto.expansion.DictOptionDTO;
import com.unis.crm.dto.expansion.ExpansionFollowUpDTO;
import com.unis.crm.dto.expansion.RelatedProjectSummaryDTO;
import com.unis.crm.dto.expansion.SalesExpansionItemDTO;
import com.unis.crm.dto.expansion.UpdateChannelExpansionRequest;
import com.unis.crm.dto.expansion.UpdateSalesExpansionRequest;
@ -16,7 +20,9 @@ import org.apache.ibatis.annotations.Param;
@Mapper
public interface ExpansionMapper {
List<DepartmentOptionDTO> selectDepartments();
List<DictOptionDTO> selectDictItems(@Param("typeCode") String typeCode);
String selectNextChannelCode();
List<SalesExpansionItemDTO> selectSalesExpansions(@Param("userId") Long userId, @Param("keyword") String keyword);
@ -24,14 +30,34 @@ public interface ExpansionMapper {
List<ExpansionFollowUpDTO> selectSalesFollowUps(@Param("userId") Long userId, @Param("bizIds") List<Long> bizIds);
List<RelatedProjectSummaryDTO> selectSalesRelatedProjects(@Param("userId") Long userId, @Param("bizIds") List<Long> bizIds);
List<ExpansionFollowUpDTO> selectChannelFollowUps(@Param("userId") Long userId, @Param("bizIds") List<Long> bizIds);
List<ChannelExpansionContactDTO> selectChannelContacts(@Param("userId") Long userId, @Param("bizIds") List<Long> bizIds);
List<ChannelRelatedProjectSummaryDTO> selectChannelRelatedProjects(@Param("userId") Long userId, @Param("bizIds") List<Long> bizIds);
int insertSalesExpansion(@Param("userId") Long userId, @Param("request") CreateSalesExpansionRequest request);
int insertChannelExpansion(@Param("userId") Long userId, @Param("request") CreateChannelExpansionRequest request);
int insertChannelContact(
@Param("channelExpansionId") Long channelExpansionId,
@Param("sortOrder") Integer sortOrder,
@Param("contact") ChannelExpansionContactRequest contact);
int deleteChannelContacts(@Param("channelExpansionId") Long channelExpansionId);
int updateSalesExpansion(@Param("userId") Long userId, @Param("id") Long id, @Param("request") UpdateSalesExpansionRequest request);
int countSalesExpansionByEmployeeNo(@Param("userId") Long userId, @Param("employeeNo") String employeeNo);
int countSalesExpansionByEmployeeNoExcludingId(
@Param("userId") Long userId,
@Param("employeeNo") String employeeNo,
@Param("excludeId") Long excludeId);
int updateChannelExpansion(@Param("userId") Long userId, @Param("id") Long id, @Param("request") UpdateChannelExpansionRequest request);
int countOwnedSalesExpansion(@Param("userId") Long userId, @Param("id") Long id);

13
backend/src/main/java/com/unis/crm/mapper/OpportunityMapper.java
View File

@ -2,6 +2,7 @@ package com.unis.crm.mapper;
import com.unis.crm.dto.opportunity.CreateOpportunityFollowUpRequest;
import com.unis.crm.dto.opportunity.CreateOpportunityRequest;
import com.unis.crm.dto.opportunity.OpportunityDictOptionDTO;
import com.unis.crm.dto.opportunity.OpportunityFollowUpDTO;
import com.unis.crm.dto.opportunity.OpportunityItemDTO;
import java.util.List;
@ -11,6 +12,12 @@ import org.apache.ibatis.annotations.Param;
@Mapper
public interface OpportunityMapper {
List<OpportunityDictOptionDTO> selectDictItems(@Param("typeCode") String typeCode);
String selectDictLabel(
@Param("typeCode") String typeCode,
@Param("itemValue") String itemValue);
List<OpportunityItemDTO> selectOpportunities(
@Param("userId") Long userId,
@Param("keyword") String keyword,
@ -35,12 +42,18 @@ public interface OpportunityMapper {
int countOwnedOpportunity(@Param("userId") Long userId, @Param("id") Long id);
Boolean selectPushedToOms(@Param("userId") Long userId, @Param("id") Long id);
int updateOpportunity(
@Param("userId") Long userId,
@Param("opportunityId") Long opportunityId,
@Param("customerId") Long customerId,
@Param("request") CreateOpportunityRequest request);
int pushOpportunityToOms(
@Param("userId") Long userId,
@Param("opportunityId") Long opportunityId);
int insertOpportunityFollowUp(
@Param("userId") Long userId,
@Param("opportunityId") Long opportunityId,

84
backend/src/main/java/com/unis/crm/mapper/WorkMapper.java
View File

@ -21,6 +21,12 @@ public interface WorkMapper {
List<WorkHistoryItemDTO> selectHistory(@Param("userId") Long userId);
List<WorkHistoryItemDTO> selectHistoryPage(
@Param("userId") Long userId,
@Param("historyType") String historyType,
@Param("limit") int limit,
@Param("offset") int offset);
Long selectTodayCheckInId(@Param("userId") Long userId);
int insertCheckIn(@Param("userId") Long userId, @Param("request") CreateWorkCheckInRequest request);
@ -33,6 +39,84 @@ public interface WorkMapper {
int updateDailyReport(@Param("reportId") Long reportId, @Param("request") CreateWorkDailyReportRequest request);
int deleteGeneratedExpansionFollowUps(@Param("reportId") Long reportId);
int deleteGeneratedOpportunityFollowUps(@Param("reportId") Long reportId);
int deleteLegacyExpansionFollowUp(
@Param("bizType") String bizType,
@Param("bizId") Long bizId,
@Param("userId") Long userId,
@Param("followUpTime") java.time.OffsetDateTime followUpTime,
@Param("followUpType") String followUpType);
int deleteDailyReportExpansionFollowUps(
@Param("bizType") String bizType,
@Param("bizId") Long bizId,
@Param("userId") Long userId,
@Param("reportDate") java.time.LocalDate reportDate,
@Param("followUpType") String followUpType);
int deleteLegacyOpportunityFollowUp(
@Param("opportunityId") Long opportunityId,
@Param("userId") Long userId,
@Param("followUpTime") java.time.OffsetDateTime followUpTime,
@Param("followUpType") String followUpType);
int deleteDailyReportOpportunityFollowUps(
@Param("opportunityId") Long opportunityId,
@Param("userId") Long userId,
@Param("reportDate") java.time.LocalDate reportDate,
@Param("followUpType") String followUpType);
int insertGeneratedExpansionFollowUp(
@Param("bizType") String bizType,
@Param("bizId") Long bizId,
@Param("userId") Long userId,
@Param("reportId") Long reportId,
@Param("followUpTime") java.time.OffsetDateTime followUpTime,
@Param("followUpType") String followUpType,
@Param("content") String content,
@Param("nextAction") String nextAction,
@Param("visitStartTime") java.time.OffsetDateTime visitStartTime,
@Param("evaluationContent") String evaluationContent,
@Param("nextPlan") String nextPlan);
int insertGeneratedOpportunityFollowUp(
@Param("opportunityId") Long opportunityId,
@Param("userId") Long userId,
@Param("reportId") Long reportId,
@Param("followUpTime") java.time.OffsetDateTime followUpTime,
@Param("followUpType") String followUpType,
@Param("content") String content,
@Param("nextAction") String nextAction);
int insertLegacyExpansionFollowUp(
@Param("bizType") String bizType,
@Param("bizId") Long bizId,
@Param("userId") Long userId,
@Param("followUpTime") java.time.OffsetDateTime followUpTime,
@Param("followUpType") String followUpType,
@Param("content") String content,
@Param("nextAction") String nextAction,
@Param("visitStartTime") java.time.OffsetDateTime visitStartTime,
@Param("evaluationContent") String evaluationContent,
@Param("nextPlan") String nextPlan);
int insertLegacyOpportunityFollowUp(
@Param("opportunityId") Long opportunityId,
@Param("userId") Long userId,
@Param("followUpTime") java.time.OffsetDateTime followUpTime,
@Param("followUpType") String followUpType,
@Param("content") String content,
@Param("nextAction") String nextAction);
int deleteTodosByBiz(@Param("userId") Long userId, @Param("bizType") String bizType, @Param("bizId") Long bizId);
int deleteTodosByBizType(@Param("userId") Long userId, @Param("bizType") String bizType);
int deletePendingTodosByBiz(@Param("userId") Long userId, @Param("bizType") String bizType, @Param("bizId") Long bizId);
Long selectTodoIdByBiz(@Param("userId") Long userId, @Param("bizType") String bizType, @Param("bizId") Long bizId);
int insertTodo(

2
backend/src/main/java/com/unis/crm/service/DashboardService.java
View File

@ -5,4 +5,6 @@ import com.unis.crm.dto.dashboard.DashboardHomeDTO;
public interface DashboardService {
DashboardHomeDTO getHome(Long userId);
void completeTodo(Long userId, Long todoId);
}

5
backend/src/main/java/com/unis/crm/service/OpportunityService.java
View File

@ -2,15 +2,20 @@ package com.unis.crm.service;
import com.unis.crm.dto.opportunity.CreateOpportunityFollowUpRequest;
import com.unis.crm.dto.opportunity.CreateOpportunityRequest;
import com.unis.crm.dto.opportunity.OpportunityMetaDTO;
import com.unis.crm.dto.opportunity.OpportunityOverviewDTO;
public interface OpportunityService {
OpportunityMetaDTO getMeta();
OpportunityOverviewDTO getOverview(Long userId, String keyword, String stage);
Long createOpportunity(Long userId, CreateOpportunityRequest request);
Long updateOpportunity(Long userId, Long opportunityId, CreateOpportunityRequest request);
Long pushToOms(Long userId, Long opportunityId);
Long createFollowUp(Long userId, Long opportunityId, CreateOpportunityFollowUpRequest request);
}

3
backend/src/main/java/com/unis/crm/service/WorkService.java
View File

@ -2,6 +2,7 @@ package com.unis.crm.service;
import com.unis.crm.dto.work.CreateWorkCheckInRequest;
import com.unis.crm.dto.work.CreateWorkDailyReportRequest;
import com.unis.crm.dto.work.WorkHistoryPageDTO;
import com.unis.crm.dto.work.WorkOverviewDTO;
import java.math.BigDecimal;
import org.springframework.core.io.Resource;
@ -11,6 +12,8 @@ public interface WorkService {
WorkOverviewDTO getOverview(Long userId);
WorkHistoryPageDTO getHistory(Long userId, String type, int page, int size);
Long saveCheckIn(Long userId, CreateWorkCheckInRequest request);
Long saveDailyReport(Long userId, CreateWorkDailyReportRequest request);

16
backend/src/main/java/com/unis/crm/service/impl/DashboardServiceImpl.java
View File

@ -36,7 +36,7 @@ public class DashboardServiceImpl implements DashboardService {
}
List<DashboardStatDTO> stats = dashboardMapper.selectDashboardStats(userId);
List<DashboardTodoDTO> todos = dashboardMapper.selectPendingTodos(userId);
List<DashboardTodoDTO> todos = dashboardMapper.selectTodos(userId);
List<DashboardActivityDTO> activities = dashboardMapper.selectLatestActivities(userId);
enrichActivityTimeText(activities);
@ -58,6 +58,20 @@ public class DashboardServiceImpl implements DashboardService {
);
}
@Override
public void completeTodo(Long userId, Long todoId) {
if (userId == null) {
throw new BusinessException("未获取到当前登录用户，禁止操作他人数据");
}
if (todoId == null || todoId <= 0) {
throw new BusinessException("待办不存在");
}
int updated = dashboardMapper.markTodoDone(userId, todoId);
if (updated <= 0) {
throw new BusinessException("待办不存在或已完成");
}
}
private void enrichActivityTimeText(List<DashboardActivityDTO> activities) {
if (activities == null || activities.isEmpty()) {
return;

188
backend/src/main/java/com/unis/crm/service/impl/ExpansionServiceImpl.java
View File

@ -2,12 +2,16 @@ package com.unis.crm.service.impl;
import com.unis.crm.common.BusinessException;
import com.unis.crm.dto.expansion.ChannelExpansionItemDTO;
import com.unis.crm.dto.expansion.ChannelExpansionContactRequest;
import com.unis.crm.dto.expansion.ChannelRelatedProjectSummaryDTO;
import com.unis.crm.dto.expansion.CreateChannelExpansionRequest;
import com.unis.crm.dto.expansion.CreateExpansionFollowUpRequest;
import com.unis.crm.dto.expansion.CreateSalesExpansionRequest;
import com.unis.crm.dto.expansion.DictOptionDTO;
import com.unis.crm.dto.expansion.ExpansionMetaDTO;
import com.unis.crm.dto.expansion.ExpansionFollowUpDTO;
import com.unis.crm.dto.expansion.ExpansionOverviewDTO;
import com.unis.crm.dto.expansion.RelatedProjectSummaryDTO;
import com.unis.crm.dto.expansion.SalesExpansionItemDTO;
import com.unis.crm.dto.expansion.UpdateChannelExpansionRequest;
import com.unis.crm.dto.expansion.UpdateSalesExpansionRequest;
@ -18,6 +22,7 @@ import java.util.Collections;
import java.util.List;
import java.util.Map;
import java.util.Objects;
import java.util.ArrayList;
import java.util.stream.Collectors;
import org.slf4j.Logger;
import org.slf4j.LoggerFactory;
@ -26,6 +31,10 @@ import org.springframework.stereotype.Service;
@Service
public class ExpansionServiceImpl implements ExpansionService {
private static final String OFFICE_TYPE_CODE = "tz_bsc";
private static final String INDUSTRY_TYPE_CODE = "tz_sshy";
private static final String CHANNEL_ATTRIBUTE_TYPE_CODE = "tz_qdsx";
private static final String INTERNAL_ATTRIBUTE_TYPE_CODE = "tz_xhsnbsx";
private static final DateTimeFormatter FOLLOW_UP_TIME_FORMATTER = DateTimeFormatter.ofPattern("yyyy-MM-dd HH:mm");
private static final Logger log = LoggerFactory.getLogger(ExpansionServiceImpl.class);
@ -38,10 +47,20 @@ public class ExpansionServiceImpl implements ExpansionService {
@Override
public ExpansionMetaDTO getMeta() {
try {
return new ExpansionMetaDTO(expansionMapper.selectDepartments());
return new ExpansionMetaDTO(
loadDictOptions(OFFICE_TYPE_CODE),
loadDictOptions(INDUSTRY_TYPE_CODE),
loadDictOptions(CHANNEL_ATTRIBUTE_TYPE_CODE),
loadDictOptions(INTERNAL_ATTRIBUTE_TYPE_CODE),
expansionMapper.selectNextChannelCode());
} catch (Exception ex) {
log.warn("Failed to load expansion departments, fallback to empty list", ex);
return new ExpansionMetaDTO(Collections.emptyList());
log.warn("Failed to load expansion dict options, fallback to empty list", ex);
return new ExpansionMetaDTO(
Collections.emptyList(),
Collections.emptyList(),
Collections.emptyList(),
Collections.emptyList(),
null);
}
}
@ -52,7 +71,10 @@ public class ExpansionServiceImpl implements ExpansionService {
List<ChannelExpansionItemDTO> channelItems = expansionMapper.selectChannelExpansions(userId, normalizedKeyword);
attachSalesFollowUps(userId, salesItems);
attachSalesRelatedProjects(userId, salesItems);
attachChannelFollowUps(userId, channelItems);
attachChannelContacts(userId, channelItems);
attachChannelRelatedProjects(userId, channelItems);
return new ExpansionOverviewDTO(salesItems, channelItems);
}
@ -60,6 +82,7 @@ public class ExpansionServiceImpl implements ExpansionService {
@Override
public Long createSalesExpansion(Long userId, CreateSalesExpansionRequest request) {
fillSalesDefaults(request);
ensureUniqueEmployeeNo(userId, request.getEmployeeNo(), null);
expansionMapper.insertSalesExpansion(userId, request);
if (request.getId() == null) {
throw new BusinessException("销售拓展新增失败");
@ -74,12 +97,14 @@ public class ExpansionServiceImpl implements ExpansionService {
if (request.getId() == null) {
throw new BusinessException("渠道拓展新增失败");
}
replaceChannelContacts(request.getId(), request.getContacts());
return request.getId();
}
@Override
public void updateSalesExpansion(Long userId, Long id, UpdateSalesExpansionRequest request) {
fillSalesDefaults(request);
ensureUniqueEmployeeNo(userId, request.getEmployeeNo(), id);
int updated = expansionMapper.updateSalesExpansion(userId, id, request);
if (updated <= 0) {
throw new BusinessException("未找到可编辑的销售拓展记录");
@ -93,6 +118,7 @@ public class ExpansionServiceImpl implements ExpansionService {
if (updated <= 0) {
throw new BusinessException("未找到可编辑的渠道拓展记录");
}
replaceChannelContacts(id, request.getContacts());
}
@Override
@ -142,8 +168,63 @@ public class ExpansionServiceImpl implements ExpansionService {
}
}
private void attachChannelContacts(Long userId, List<ChannelExpansionItemDTO> channelItems) {
List<Long> bizIds = channelItems.stream()
.map(ChannelExpansionItemDTO::getId)
.filter(Objects::nonNull)
.toList();
if (bizIds.isEmpty()) {
return;
}
Map<Long, List<com.unis.crm.dto.expansion.ChannelExpansionContactDTO>> byChannelId = expansionMapper
.selectChannelContacts(userId, bizIds)
.stream()
.collect(Collectors.groupingBy(com.unis.crm.dto.expansion.ChannelExpansionContactDTO::getChannelExpansionId));
for (ChannelExpansionItemDTO item : channelItems) {
item.setContacts(byChannelId.getOrDefault(item.getId(), Collections.emptyList()));
}
}
private void attachChannelRelatedProjects(Long userId, List<ChannelExpansionItemDTO> channelItems) {
List<Long> bizIds = channelItems.stream()
.map(ChannelExpansionItemDTO::getId)
.filter(Objects::nonNull)
.toList();
if (bizIds.isEmpty()) {
return;
}
Map<Long, List<ChannelRelatedProjectSummaryDTO>> grouped = expansionMapper
.selectChannelRelatedProjects(userId, bizIds)
.stream()
.collect(Collectors.groupingBy(ChannelRelatedProjectSummaryDTO::getChannelExpansionId));
for (ChannelExpansionItemDTO item : channelItems) {
item.setRelatedProjects(grouped.getOrDefault(item.getId(), Collections.emptyList()));
}
}
private void attachSalesRelatedProjects(Long userId, List<SalesExpansionItemDTO> salesItems) {
List<Long> bizIds = salesItems.stream()
.map(SalesExpansionItemDTO::getId)
.filter(Objects::nonNull)
.toList();
if (bizIds.isEmpty()) {
return;
}
Map<Long, List<RelatedProjectSummaryDTO>> grouped = expansionMapper.selectSalesRelatedProjects(userId, bizIds).stream()
.collect(Collectors.groupingBy(RelatedProjectSummaryDTO::getSalesExpansionId));
for (SalesExpansionItemDTO item : salesItems) {
item.setRelatedProjects(grouped.getOrDefault(item.getId(), Collections.emptyList()));
}
}
private void fillFollowUpDisplayFields(ExpansionFollowUpDTO followUp) {
if (followUp.getFollowUpTime() != null) {
if (isBlank(followUp.getDate()) && followUp.getFollowUpTime() != null) {
followUp.setDate(followUp.getFollowUpTime().format(FOLLOW_UP_TIME_FORMATTER));
}
if (isBlank(followUp.getType())) {
@ -155,6 +236,19 @@ public class ExpansionServiceImpl implements ExpansionService {
if (isBlank(followUp.getUser())) {
followUp.setUser("无");
}
if (isBlank(followUp.getVisitStartTime())) {
followUp.setVisitStartTime("无");
}
if (isBlank(followUp.getEvaluationContent())) {
followUp.setEvaluationContent("无");
}
if (isBlank(followUp.getNextPlan())) {
followUp.setNextPlan("无");
}
}
private List<DictOptionDTO> loadDictOptions(String typeCode) {
return expansionMapper.selectDictItems(typeCode);
}
private String normalizeKeyword(String keyword) {
@ -169,7 +263,29 @@ public class ExpansionServiceImpl implements ExpansionService {
return value == null || value.trim().isEmpty();
}
private String normalizeRequiredText(String value, String message) {
if (value == null) {
throw new BusinessException(message);
}
String trimmed = value.trim();
if (trimmed.isEmpty()) {
throw new BusinessException(message);
}
return trimmed;
}
private void ensureUniqueEmployeeNo(Long userId, String employeeNo, Long excludeId) {
int count = excludeId == null
? expansionMapper.countSalesExpansionByEmployeeNo(userId, employeeNo)
: expansionMapper.countSalesExpansionByEmployeeNoExcludingId(userId, employeeNo, excludeId);
if (count > 0) {
throw new BusinessException("该工号已存在，请检查后再提交");
}
}
private void fillSalesDefaults(CreateSalesExpansionRequest request) {
request.setEmployeeNo(normalizeRequiredText(request.getEmployeeNo(), "工号不能为空"));
request.setCandidateName(normalizeRequiredText(request.getCandidateName(), "候选人姓名不能为空"));
if (isBlank(request.getIntentLevel())) {
request.setIntentLevel("medium");
}
@ -188,6 +304,8 @@ public class ExpansionServiceImpl implements ExpansionService {
}
private void fillSalesDefaults(UpdateSalesExpansionRequest request) {
request.setEmployeeNo(normalizeRequiredText(request.getEmployeeNo(), "工号不能为空"));
request.setCandidateName(normalizeRequiredText(request.getCandidateName(), "候选人姓名不能为空"));
if (isBlank(request.getIntentLevel())) {
request.setIntentLevel("medium");
}
@ -206,21 +324,83 @@ public class ExpansionServiceImpl implements ExpansionService {
}
private void fillChannelDefaults(CreateChannelExpansionRequest request) {
request.setChannelName(normalizeRequiredText(request.getChannelName(), "渠道名称不能为空"));
if (isBlank(request.getStage())) {
request.setStage("initial_contact");
}
if (request.getLandedFlag() == null) {
request.setLandedFlag(Boolean.FALSE);
}
if (isBlank(request.getIntentLevel())) {
request.setIntentLevel("medium");
}
if (request.getHasDesktopExp() == null) {
request.setHasDesktopExp(Boolean.FALSE);
}
request.setContacts(normalizeContacts(request.getContacts()));
}
private void fillChannelDefaults(UpdateChannelExpansionRequest request) {
request.setChannelName(normalizeRequiredText(request.getChannelName(), "渠道名称不能为空"));
if (isBlank(request.getStage())) {
request.setStage("initial_contact");
}
if (request.getLandedFlag() == null) {
request.setLandedFlag(Boolean.FALSE);
}
if (isBlank(request.getIntentLevel())) {
request.setIntentLevel("medium");
}
if (request.getHasDesktopExp() == null) {
request.setHasDesktopExp(Boolean.FALSE);
}
request.setContacts(normalizeContacts(request.getContacts()));
}
private List<ChannelExpansionContactRequest> normalizeContacts(List<ChannelExpansionContactRequest> contacts) {
if (contacts == null || contacts.isEmpty()) {
return new ArrayList<>();
}
return contacts.stream()
.map(this::normalizeContact)
.filter(Objects::nonNull)
.toList();
}
private ChannelExpansionContactRequest normalizeContact(ChannelExpansionContactRequest contact) {
if (contact == null) {
return null;
}
String name = trimToNull(contact.getName());
String mobile = trimToNull(contact.getMobile());
String title = trimToNull(contact.getTitle());
if (name == null && mobile == null && title == null) {
return null;
}
contact.setName(name);
contact.setMobile(mobile);
contact.setTitle(title);
return contact;
}
private void replaceChannelContacts(Long channelExpansionId, List<ChannelExpansionContactRequest> contacts) {
expansionMapper.deleteChannelContacts(channelExpansionId);
if (contacts == null || contacts.isEmpty()) {
return;
}
for (int index = 0; index < contacts.size(); index++) {
expansionMapper.insertChannelContact(channelExpansionId, index + 1, contacts.get(index));
}
}
private String trimToNull(String value) {
if (value == null) {
return null;
}
String trimmed = value.trim();
return trimmed.isEmpty() ? null : trimmed;
}
private String normalizeBizType(String bizType) {

154
backend/src/main/java/com/unis/crm/service/impl/OpportunityServiceImpl.java
View File

@ -4,6 +4,7 @@ import com.baomidou.mybatisplus.core.toolkit.IdWorker;
import com.unis.crm.common.BusinessException;
import com.unis.crm.dto.opportunity.CreateOpportunityFollowUpRequest;
import com.unis.crm.dto.opportunity.CreateOpportunityRequest;
import com.unis.crm.dto.opportunity.OpportunityMetaDTO;
import com.unis.crm.dto.opportunity.OpportunityFollowUpDTO;
import com.unis.crm.dto.opportunity.OpportunityItemDTO;
import com.unis.crm.dto.opportunity.OpportunityOverviewDTO;
@ -19,12 +20,22 @@ import org.springframework.stereotype.Service;
@Service
public class OpportunityServiceImpl implements OpportunityService {
private static final String STAGE_TYPE_CODE = "sj_xmjd";
private static final String OPERATOR_TYPE_CODE = "sj_yzf";
private final OpportunityMapper opportunityMapper;
public OpportunityServiceImpl(OpportunityMapper opportunityMapper) {
this.opportunityMapper = opportunityMapper;
}
@Override
public OpportunityMetaDTO getMeta() {
return new OpportunityMetaDTO(
opportunityMapper.selectDictItems(STAGE_TYPE_CODE),
opportunityMapper.selectDictItems(OPERATOR_TYPE_CODE));
}
@Override
public OpportunityOverviewDTO getOverview(Long userId, String keyword, String stage) {
String normalizedKeyword = normalizeKeyword(keyword);
@ -58,6 +69,9 @@ public class OpportunityServiceImpl implements OpportunityService {
if (opportunityMapper.countOwnedOpportunity(userId, opportunityId) <= 0) {
throw new BusinessException("无权编辑该商机");
}
if (Boolean.TRUE.equals(opportunityMapper.selectPushedToOms(userId, opportunityId))) {
throw new BusinessException("该商机已推送 OMS，不能再编辑");
}
fillDefaults(request);
Long customerId = opportunityMapper.selectOwnedCustomerIdByName(userId, request.getCustomerName().trim());
@ -73,6 +87,24 @@ public class OpportunityServiceImpl implements OpportunityService {
return opportunityId;
}
@Override
public Long pushToOms(Long userId, Long opportunityId) {
if (opportunityId == null || opportunityId <= 0) {
throw new BusinessException("商机不存在");
}
if (opportunityMapper.countOwnedOpportunity(userId, opportunityId) <= 0) {
throw new BusinessException("无权操作该商机");
}
if (Boolean.TRUE.equals(opportunityMapper.selectPushedToOms(userId, opportunityId))) {
throw new BusinessException("该商机已推送 OMS，请勿重复操作");
}
int updated = opportunityMapper.pushOpportunityToOms(userId, opportunityId);
if (updated <= 0) {
throw new BusinessException("推送 OMS 失败");
}
return opportunityId;
}
@Override
public Long createFollowUp(Long userId, Long opportunityId, CreateOpportunityFollowUpRequest request) {
if (opportunityId == null || opportunityId <= 0) {
@ -115,6 +147,10 @@ public class OpportunityServiceImpl implements OpportunityService {
if (isBlank(followUp.getContent())) {
followUp.setContent("无");
}
applyStructuredFollowUpSummary(followUp);
if (isBlank(followUp.getNextAction())) {
followUp.setNextAction("无");
}
if (isBlank(followUp.getUser())) {
followUp.setUser("无");
}
@ -123,16 +159,86 @@ public class OpportunityServiceImpl implements OpportunityService {
}
}
private void applyStructuredFollowUpSummary(OpportunityFollowUpDTO followUp) {
if (followUp == null) {
return;
}
String latestProgress = firstNonBlank(
followUp.getLatestProgress(),
extractFollowUpField(followUp.getContent(), "项目最新进展"));
if (!isBlank(latestProgress)) {
followUp.setLatestProgress(latestProgress);
}
CommunicationRecord communicationRecord = parseCommunicationRecord(
extractFollowUpField(followUp.getContent(), "交流记录"));
if (!isBlank(communicationRecord.time())) {
followUp.setCommunicationTime(communicationRecord.time());
}
if (!isBlank(communicationRecord.content())) {
followUp.setCommunicationContent(communicationRecord.content());
}
if (isBlank(followUp.getNextAction())) {
String nextPlan = extractFollowUpField(followUp.getContent(), "后续规划");
if (!isBlank(nextPlan)) {
followUp.setNextAction(nextPlan);
}
}
}
private String extractFollowUpField(String content, String label) {
if (isBlank(content) || isBlank(label)) {
return null;
}
String normalizedContent = content.replace("\r", "");
String prefix = label + "：";
int startIndex = normalizedContent.indexOf(prefix);
if (startIndex < 0) {
return null;
}
int valueStart = startIndex + prefix.length();
int lineEnd = normalizedContent.indexOf('\n', valueStart);
String value = lineEnd >= 0
? normalizedContent.substring(valueStart, lineEnd)
: normalizedContent.substring(valueStart);
return normalizeOptionalText(value);
}
private CommunicationRecord parseCommunicationRecord(String rawRecord) {
String normalizedRecord = normalizeOptionalText(rawRecord);
if (normalizedRecord == null) {
return new CommunicationRecord(null, null);
}
String[] tokens = normalizedRecord.split("\\s+", 2);
if (tokens.length == 2 && isDateTimeToken(tokens[0])) {
return new CommunicationRecord(tokens[0], normalizeOptionalText(tokens[1]));
}
return new CommunicationRecord(null, normalizedRecord);
}
private boolean isDateTimeToken(String value) {
if (isBlank(value)) {
return false;
}
return value.matches("\\d{4}-\\d{2}-\\d{2}[T\\s]\\d{2}:\\d{2}");
}
private void fillDefaults(CreateOpportunityRequest request) {
request.setCustomerName(request.getCustomerName().trim());
request.setOpportunityName(request.getOpportunityName().trim());
request.setProjectLocation(normalizeOptionalText(request.getProjectLocation()));
request.setOperatorName(normalizeOptionalText(request.getOperatorName()));
request.setCompetitorName(normalizeOptionalText(request.getCompetitorName()));
request.setDescription(normalizeOptionalText(request.getDescription()));
if (request.getExpectedCloseDate() == null) {
throw new BusinessException("预计结单日期不能为空");
}
if (isBlank(request.getStage())) {
request.setStage("initial_contact");
} else {
request.setStage(toStageCode(request.getStage()));
request.setStage(normalizeStageValue(request.getStage()));
}
if (isBlank(request.getOpportunityType())) {
request.setOpportunityType("新建");
@ -167,13 +273,33 @@ public class OpportunityServiceImpl implements OpportunityService {
if (trimmed.isEmpty() || "全部".equals(trimmed)) {
return null;
}
return toStageCode(trimmed);
return normalizeStageValue(trimmed);
}
private boolean isBlank(String value) {
return value == null || value.trim().isEmpty();
}
private String normalizeOptionalText(String value) {
if (value == null) {
return null;
}
String trimmed = value.trim();
return trimmed.isEmpty() ? null : trimmed;
}
private String firstNonBlank(String... values) {
if (values == null) {
return null;
}
for (String value : values) {
if (!isBlank(value)) {
return value;
}
}
return null;
}
private String toStageCode(String value) {
return switch (value) {
case "初步沟通", "initial_contact" -> "initial_contact";
@ -182,7 +308,29 @@ public class OpportunityServiceImpl implements OpportunityService {
case "商务谈判", "business_negotiation" -> "business_negotiation";
case "已成交", "won" -> "won";
case "已放弃", "lost" -> "lost";
default -> throw new BusinessException("不支持的商机阶段");
default -> value;
};
}
private String normalizeStageValue(String value) {
String trimmed = value == null ? null : value.trim();
if (trimmed == null || trimmed.isEmpty()) {
return "initial_contact";
}
String dictLabel = opportunityMapper.selectDictLabel(STAGE_TYPE_CODE, trimmed);
if (!isBlank(dictLabel)) {
return trimmed;
}
String directCode = toStageCode(trimmed);
if (!Objects.equals(directCode, trimmed)) {
return directCode;
}
throw new BusinessException("项目阶段无效: " + trimmed);
}
private record CommunicationRecord(String time, String content) {
}
}

989
backend/src/main/java/com/unis/crm/service/impl/WorkServiceImpl.java
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2
backend/src/main/resources/application-prod.yml
View File

@ -47,6 +47,8 @@ unisbase:
app:
upload-path: /Users/kangwenjing/Downloads/crm/uploads
resource-prefix: /sys/api/static/
tencent-map:
key: ${TENCENT_MAP_KEY:LJYBZ-HCQCV-N37PU-5FIOX-QFA26-FPB6U}
captcha:
ttl-seconds: 120
max-attempts: 5

2
backend/src/main/resources/application.yml
View File

@ -52,6 +52,8 @@ unisbase:
app:
upload-path: /Users/kangwenjing/Downloads/crm/uploads
resource-prefix: /sys/api/static/
tencent-map:
key: ${TENCENT_MAP_KEY:LJYBZ-HCQCV-N37PU-5FIOX-QFA26-FPB6U}
captcha:
ttl-seconds: 120
max-attempts: 5

79
backend/src/main/resources/mapper/dashboard/DashboardMapper.xml
View File

@ -16,10 +16,28 @@
select
u.user_id as userId,
u.display_name as realName,
null as jobTitle,
null as deptName,
null as hireDate
role_info.role_names as jobTitle,
org_info.org_names as deptName,
coalesce(org_info.joined_date, u.created_at::date) as hireDate
from sys_user u
left join lateral (
select string_agg(distinct r.role_name, '、' order by r.role_name) as role_names
from sys_user_role ur
join sys_role r on r.role_id = ur.role_id
where ur.user_id = u.user_id
and ur.is_deleted = 0
and r.is_deleted = 0
) role_info on true
left join lateral (
select
string_agg(distinct o.org_name, '、' order by o.org_name) as org_names,
min(tu.created_at)::date as joined_date
from sys_tenant_user tu
join sys_org o on o.id = tu.org_id
where tu.user_id = u.user_id
and tu.is_deleted = 0
and o.is_deleted = 0
) org_info on true
where u.user_id = #{userId}
and u.status = 1
limit 1
@ -35,33 +53,33 @@
union all
select '跟进中客户' as name,
select '已推送OMS项目' as name,
count(1)::bigint as value,
'followingCustomers' as metricKey
from crm_customer
where owner_user_id = #{userId}
and status = 'following'
union all
select '已成单项目' as name,
count(1)::bigint as value,
'wonProjects' as metricKey
'pushedOmsProjects' as metricKey
from crm_opportunity
where owner_user_id = #{userId}
and stage = 'won'
and coalesce(pushed_to_oms, false) = true
union all
select '本月打卡天数' as name,
count(distinct checkin_date)::bigint as value,
select '本月新增渠道' as name,
count(1)::bigint as value,
'monthlyChannels' as metricKey
from crm_channel_expansion
where owner_user_id = #{userId}
and date_trunc('month', created_at) = date_trunc('month', now())
union all
select '本月打卡次数' as name,
count(1)::bigint as value,
'monthlyCheckins' as metricKey
from work_checkin
where user_id = #{userId}
and date_trunc('month', checkin_date::timestamp) = date_trunc('month', now())
</select>
<select id="selectPendingTodos" resultType="com.unis.crm.dto.dashboard.DashboardTodoDTO">
<select id="selectTodos" resultType="com.unis.crm.dto.dashboard.DashboardTodoDTO">
select
id,
title,
@ -70,20 +88,37 @@
priority,
status,
due_date as dueDate,
created_at as createdAt
created_at as createdAt,
updated_at as updatedAt
from work_todo
where user_id = #{userId}
and status = 'todo'
and status in ('todo', 'done')
order by
case status
when 'todo' then 1
else 2
end,
case priority
when 'high' then 1
when 'medium' then 2
else 3
end,
coalesce(due_date, created_at) asc
limit 6
case
when status = 'todo' then coalesce(due_date, created_at)
else coalesce(updated_at, created_at)
end asc,
id desc
</select>
<update id="markTodoDone">
update work_todo
set status = 'done',
updated_at = now()
where id = #{todoId}
and user_id = #{userId}
and status in ('todo', 'done')
</update>
<select id="selectLatestActivities" resultType="com.unis.crm.dto.dashboard.DashboardActivityDTO">
with latest_report_comment as (
select distinct on (c.report_id)

278
backend/src/main/resources/mapper/expansion/ExpansionMapper.xml
View File

@ -4,25 +4,41 @@
"http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="com.unis.crm.mapper.ExpansionMapper">
<select id="selectDepartments" resultType="com.unis.crm.dto.expansion.DepartmentOptionDTO">
<select id="selectDictItems" resultType="com.unis.crm.dto.expansion.DictOptionDTO">
select
id,
org_name as name
from sys_org
where status = 1
order by id asc
item_label as label,
item_value as value
from sys_dict_item
where type_code = #{typeCode}
and status = 1
and coalesce(is_deleted, 0) = 0
order by sort_order asc nulls last, dict_item_id asc
</select>
<select id="selectNextChannelCode" resultType="java.lang.String">
select 'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((
coalesce((
select count(1)
from crm_channel_expansion
where created_at::date = current_date
), 0) + 1
)::text, 3, '0')
</select>
<select id="selectSalesExpansions" resultType="com.unis.crm.dto.expansion.SalesExpansionItemDTO">
select
s.id,
'sales' as type,
coalesce(s.employee_no, '无') as employeeNo,
s.candidate_name as name,
coalesce(office_dict.item_value, s.office_name, '') as officeCode,
coalesce(office_dict.item_label, nullif(s.office_name, ''), '无') as officeName,
coalesce(s.mobile, '无') as phone,
coalesce(s.email, '无') as email,
s.target_dept_id as targetDeptId,
'无' as dept,
coalesce(s.industry, '无') as industry,
coalesce(s.target_dept, '') as targetDept,
coalesce(nullif(s.target_dept, ''), '无') as dept,
coalesce(industry_dict.item_value, s.industry, '') as industryCode,
coalesce(industry_dict.item_label, nullif(s.industry, ''), '无') as industry,
coalesce(s.title, '无') as title,
s.intent_level as intentLevel,
case s.intent_level
@ -48,11 +64,24 @@
coalesce(to_char(s.expected_join_date, 'YYYY-MM-DD'), '无') as expectedJoinDate,
coalesce(s.remark, '无') as notes
from crm_sales_expansion s
left join sys_dict_item office_dict
on office_dict.type_code = 'tz_bsc'
and office_dict.item_value = s.office_name
and office_dict.status = 1
and coalesce(office_dict.is_deleted, 0) = 0
left join sys_dict_item industry_dict
on industry_dict.type_code = 'tz_sshy'
and industry_dict.item_value = s.industry
and industry_dict.status = 1
and coalesce(industry_dict.is_deleted, 0) = 0
where s.owner_user_id = #{userId}
<if test="keyword != null and keyword != ''">
and (
s.candidate_name ilike concat('%', #{keyword}, '%')
or coalesce(s.industry, '') ilike concat('%', #{keyword}, '%')
coalesce(s.employee_no, '') ilike concat('%', #{keyword}, '%')
or s.candidate_name ilike concat('%', #{keyword}, '%')
or coalesce(office_dict.item_label, '') ilike concat('%', #{keyword}, '%')
or coalesce(s.target_dept, '') ilike concat('%', #{keyword}, '%')
or coalesce(industry_dict.item_label, '') ilike concat('%', #{keyword}, '%')
)
</if>
order by s.updated_at desc, s.id desc
@ -62,9 +91,11 @@
select
c.id,
'channel' as type,
coalesce(c.channel_code, '') as channelCode,
c.channel_name as name,
coalesce(c.province, '无') as province,
coalesce(c.industry, '无') as industry,
coalesce(c.office_address, '无') as officeAddress,
coalesce(c.channel_industry, c.industry, '无') as channelIndustry,
coalesce(cast(c.annual_revenue as varchar), '') as annualRevenue,
case
when c.annual_revenue is null then '无'
@ -72,9 +103,20 @@
else trim(to_char(c.annual_revenue, 'FM999999990.##'))
end as revenue,
coalesce(c.staff_size, 0) as size,
coalesce(c.contact_name, '无') as contact,
coalesce(c.contact_title, '无') as contactTitle,
coalesce(c.contact_mobile, '无') as phone,
coalesce(primary_contact.contact_name, c.contact_name, '无') as primaryContactName,
coalesce(primary_contact.contact_title, c.contact_title, '无') as primaryContactTitle,
coalesce(primary_contact.contact_mobile, c.contact_mobile, '无') as primaryContactMobile,
coalesce(to_char(c.contact_established_date, 'YYYY-MM-DD'), '无') as establishedDate,
c.intent_level as intentLevel,
case c.intent_level
when 'high' then '高'
when 'medium' then '中'
when 'low' then '低'
else '无'
end as intent,
coalesce(c.has_desktop_exp, false) as hasDesktopExp,
coalesce(channel_attribute_dict.item_label, c.channel_attribute, '无') as channelAttribute,
coalesce(internal_attribute_dict.item_label, c.internal_attribute, '无') as internalAttribute,
c.stage as stageCode,
case c.stage
when 'initial_contact' then '初步接触'
@ -89,12 +131,43 @@
coalesce(to_char(c.expected_sign_date, 'YYYY-MM-DD'), '无') as expectedSignDate,
coalesce(c.remark, '无') as notes
from crm_channel_expansion c
left join lateral (
select
contact_name,
contact_title,
contact_mobile
from crm_channel_expansion_contact cc
where cc.channel_expansion_id = c.id
order by cc.sort_order asc nulls last, cc.id asc
limit 1
) primary_contact on true
left join sys_dict_item channel_attribute_dict
on channel_attribute_dict.type_code = 'tz_qdsx'
and channel_attribute_dict.item_value = c.channel_attribute
and channel_attribute_dict.status = 1
and coalesce(channel_attribute_dict.is_deleted, 0) = 0
left join sys_dict_item internal_attribute_dict
on internal_attribute_dict.type_code = 'tz_xhsnbsx'
and internal_attribute_dict.item_value = c.internal_attribute
and internal_attribute_dict.status = 1
and coalesce(internal_attribute_dict.is_deleted, 0) = 0
where c.owner_user_id = #{userId}
<if test="keyword != null and keyword != ''">
and (
c.channel_name ilike concat('%', #{keyword}, '%')
or coalesce(c.industry, '') ilike concat('%', #{keyword}, '%')
or coalesce(c.channel_code, '') ilike concat('%', #{keyword}, '%')
or coalesce(c.channel_industry, c.industry, '') ilike concat('%', #{keyword}, '%')
or coalesce(c.province, '') ilike concat('%', #{keyword}, '%')
or exists (
select 1
from crm_channel_expansion_contact cc
where cc.channel_expansion_id = c.id
and (
coalesce(cc.contact_name, '') ilike concat('%', #{keyword}, '%')
or coalesce(cc.contact_mobile, '') ilike concat('%', #{keyword}, '%')
or coalesce(cc.contact_title, '') ilike concat('%', #{keyword}, '%')
)
)
)
</if>
order by c.updated_at desc, c.id desc
@ -106,9 +179,13 @@
f.biz_id as bizId,
f.biz_type as bizType,
f.followup_time as followUpTime,
to_char(f.followup_time, 'YYYY-MM-DD HH24:MI') as date,
f.followup_type as type,
coalesce(f.content, '无') as content,
coalesce(u.display_name, '无') as user
coalesce(u.display_name, '无') as user,
coalesce(to_char(f.visit_start_time, 'YYYY-MM-DD HH24:MI'), '无') as visitStartTime,
coalesce(f.evaluation_content, '无') as evaluationContent,
coalesce(f.next_plan, '无') as nextPlan
from crm_expansion_followup f
join crm_sales_expansion s on s.id = f.biz_id and f.biz_type = 'sales'
left join sys_user u on u.user_id = f.followup_user_id
@ -120,15 +197,35 @@
order by f.followup_time desc, f.id desc
</select>
<select id="selectSalesRelatedProjects" resultType="com.unis.crm.dto.expansion.RelatedProjectSummaryDTO">
select
o.sales_expansion_id as salesExpansionId,
o.id as opportunityId,
o.opportunity_code as opportunityCode,
o.opportunity_name as opportunityName,
o.amount
from crm_opportunity o
where o.owner_user_id = #{userId}
and o.sales_expansion_id in
<foreach collection="bizIds" item="id" open="(" separator="," close=")">
#{id}
</foreach>
order by coalesce(o.updated_at, o.created_at) desc, o.id desc
</select>
<select id="selectChannelFollowUps" resultType="com.unis.crm.dto.expansion.ExpansionFollowUpDTO">
select
f.id,
f.biz_id as bizId,
f.biz_type as bizType,
f.followup_time as followUpTime,
to_char(f.followup_time, 'YYYY-MM-DD HH24:MI') as date,
f.followup_type as type,
coalesce(f.content, '无') as content,
coalesce(u.display_name, '无') as user
coalesce(u.display_name, '无') as user,
coalesce(to_char(f.visit_start_time, 'YYYY-MM-DD HH24:MI'), '无') as visitStartTime,
coalesce(f.evaluation_content, '无') as evaluationContent,
coalesce(f.next_plan, '无') as nextPlan
from crm_expansion_followup f
join crm_channel_expansion c on c.id = f.biz_id and f.biz_type = 'channel'
left join sys_user u on u.user_id = f.followup_user_id
@ -140,12 +237,47 @@
order by f.followup_time desc, f.id desc
</select>
<select id="selectChannelContacts" resultType="com.unis.crm.dto.expansion.ChannelExpansionContactDTO">
select
cc.id,
cc.channel_expansion_id as channelExpansionId,
coalesce(cc.contact_name, '无') as name,
coalesce(cc.contact_mobile, '无') as mobile,
coalesce(cc.contact_title, '无') as title
from crm_channel_expansion_contact cc
join crm_channel_expansion c on c.id = cc.channel_expansion_id
where c.owner_user_id = #{userId}
and cc.channel_expansion_id in
<foreach collection="bizIds" item="id" open="(" separator="," close=")">
#{id}
</foreach>
order by cc.sort_order asc nulls last, cc.id asc
</select>
<select id="selectChannelRelatedProjects" resultType="com.unis.crm.dto.expansion.ChannelRelatedProjectSummaryDTO">
select
o.channel_expansion_id as channelExpansionId,
o.id as opportunityId,
o.opportunity_code as opportunityCode,
o.opportunity_name as opportunityName,
o.amount
from crm_opportunity o
where o.owner_user_id = #{userId}
and o.channel_expansion_id in
<foreach collection="bizIds" item="id" open="(" separator="," close=")">
#{id}
</foreach>
order by coalesce(o.updated_at, o.created_at) desc, o.id desc
</select>
<insert id="insertSalesExpansion" useGeneratedKeys="true" keyProperty="request.id">
insert into crm_sales_expansion (
employee_no,
candidate_name,
office_name,
mobile,
email,
target_dept_id,
target_dept,
industry,
title,
intent_level,
@ -157,10 +289,12 @@
owner_user_id,
remark
) values (
#{request.employeeNo},
#{request.candidateName},
#{request.officeName},
#{request.mobile},
#{request.email},
#{request.targetDeptId},
#{request.targetDept},
#{request.industry},
#{request.title},
#{request.intentLevel},
@ -176,28 +310,48 @@
<insert id="insertChannelExpansion" useGeneratedKeys="true" keyProperty="request.id">
insert into crm_channel_expansion (
channel_name,
channel_code,
province,
industry,
channel_name,
office_address,
channel_industry,
annual_revenue,
staff_size,
contact_established_date,
intent_level,
has_desktop_exp,
contact_name,
contact_title,
contact_mobile,
channel_attribute,
internal_attribute,
stage,
landed_flag,
expected_sign_date,
owner_user_id,
remark
) values (
#{request.channelName},
'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((
coalesce((
select count(1)
from crm_channel_expansion
where created_at::date = current_date
), 0) + 1
)::text, 3, '0'),
#{request.province},
#{request.industry},
#{request.channelName},
#{request.officeAddress},
#{request.channelIndustry},
#{request.annualRevenue},
#{request.staffSize},
#{request.contactName},
#{request.contactTitle},
#{request.contactMobile},
#{request.contactEstablishedDate},
#{request.intentLevel},
#{request.hasDesktopExp},
null,
null,
null,
#{request.channelAttribute},
#{request.internalAttribute},
#{request.stage},
#{request.landedFlag},
#{request.expectedSignDate},
@ -206,12 +360,39 @@
)
</insert>
<insert id="insertChannelContact">
insert into crm_channel_expansion_contact (
channel_expansion_id,
contact_name,
contact_mobile,
contact_title,
sort_order,
created_at,
updated_at
) values (
#{channelExpansionId},
#{contact.name},
#{contact.mobile},
#{contact.title},
#{sortOrder},
now(),
now()
)
</insert>
<delete id="deleteChannelContacts">
delete from crm_channel_expansion_contact
where channel_expansion_id = #{channelExpansionId}
</delete>
<update id="updateSalesExpansion">
update crm_sales_expansion
set candidate_name = #{request.candidateName},
set employee_no = #{request.employeeNo},
candidate_name = #{request.candidateName},
office_name = #{request.officeName},
mobile = #{request.mobile},
email = #{request.email},
target_dept_id = #{request.targetDeptId},
target_dept = #{request.targetDept},
industry = #{request.industry},
title = #{request.title},
intent_level = #{request.intentLevel},
@ -225,16 +406,37 @@
and owner_user_id = #{userId}
</update>
<select id="countSalesExpansionByEmployeeNo" resultType="int">
select count(1)
from crm_sales_expansion
where owner_user_id = #{userId}
and employee_no = #{employeeNo}
</select>
<select id="countSalesExpansionByEmployeeNoExcludingId" resultType="int">
select count(1)
from crm_sales_expansion
where owner_user_id = #{userId}
and employee_no = #{employeeNo}
and id &lt;&gt; #{excludeId}
</select>
<update id="updateChannelExpansion">
update crm_channel_expansion
set channel_name = #{request.channelName},
province = #{request.province},
industry = #{request.industry},
office_address = #{request.officeAddress},
channel_industry = #{request.channelIndustry},
annual_revenue = #{request.annualRevenue},
staff_size = #{request.staffSize},
contact_name = #{request.contactName},
contact_title = #{request.contactTitle},
contact_mobile = #{request.contactMobile},
contact_established_date = #{request.contactEstablishedDate},
intent_level = #{request.intentLevel},
has_desktop_exp = #{request.hasDesktopExp},
contact_name = null,
contact_title = null,
contact_mobile = null,
channel_attribute = #{request.channelAttribute},
internal_attribute = #{request.internalAttribute},
stage = #{request.stage},
landed_flag = #{request.landedFlag},
expected_sign_date = #{request.expectedSignDate},
@ -265,7 +467,10 @@
followup_type,
content,
next_action,
followup_user_id
followup_user_id,
visit_start_time,
evaluation_content,
next_plan
) values (
#{bizType},
#{bizId},
@ -273,7 +478,10 @@
#{request.followUpType},
#{request.content},
#{request.nextAction},
#{userId}
#{userId},
#{request.visitStartTime},
#{request.evaluationContent},
#{request.nextPlan}
)
</insert>
</mapper>

129
backend/src/main/resources/mapper/opportunity/OpportunityMapper.xml
View File

@ -4,16 +4,44 @@
"http://mybatis.org/dtd/mybatis-3-mapper.dtd">
<mapper namespace="com.unis.crm.mapper.OpportunityMapper">
<select id="selectDictItems" resultType="com.unis.crm.dto.opportunity.OpportunityDictOptionDTO">
select
item_label as label,
item_value as value
from sys_dict_item
where type_code = #{typeCode}
and status = 1
and coalesce(is_deleted, 0) = 0
order by sort_order asc nulls last, dict_item_id asc
</select>
<select id="selectDictLabel" resultType="java.lang.String">
select item_label
from sys_dict_item
where type_code = #{typeCode}
and item_value = #{itemValue}
and status = 1
and coalesce(is_deleted, 0) = 0
order by sort_order asc nulls last, dict_item_id asc
limit 1
</select>
<select id="selectOpportunities" resultType="com.unis.crm.dto.opportunity.OpportunityItemDTO">
select
o.id,
o.opportunity_code as code,
o.opportunity_name as name,
coalesce(c.customer_name, '未命名客户') as client,
coalesce(c.customer_name, '未填写最终客户') as client,
coalesce(u.display_name, '当前用户') as owner,
coalesce(o.project_location, '') as projectLocation,
coalesce(operator_dict.item_value, o.operator_name, '') as operatorCode,
coalesce(operator_dict.item_label, nullif(o.operator_name, ''), '') as operatorName,
o.amount,
to_char(o.expected_close_date, 'YYYY-MM-DD') as date,
o.confidence_pct as confidence,
coalesce(stage_dict.item_value, o.stage, '') as stageCode,
coalesce(
stage_dict.item_label,
case coalesce(o.stage, 'initial_contact')
when 'initial_contact' then '初步沟通'
when 'solution_discussion' then '方案交流'
@ -22,21 +50,84 @@
when 'won' then '已成交'
when 'lost' then '已放弃'
else coalesce(o.stage, '初步沟通')
end as stage,
end
) as stage,
coalesce(o.opportunity_type, '新建') as type,
coalesce(o.pushed_to_oms, false) as pushedToOms,
coalesce(o.product_type, 'VDI云桌面') as product,
coalesce(o.source, '主动开发') as source,
o.sales_expansion_id as salesExpansionId,
coalesce(se.candidate_name, '') as salesExpansionName,
o.channel_expansion_id as channelExpansionId,
coalesce(ce.channel_name, '') as channelExpansionName,
coalesce(o.competitor_name, '') as competitorName,
coalesce((
select
case
when f.content like '项目最新进展：%' then
split_part(split_part(f.content, E'\n', 1), '项目最新进展：', 2)
else f.content
end
from crm_opportunity_followup f
where f.opportunity_id = o.id
and coalesce(nullif(btrim(f.content), ''), '') &lt;&gt; ''
order by f.followup_time desc, f.id desc
limit 1
), '') as latestProgress,
coalesce((
select
case
when coalesce(nullif(btrim(f.next_action), ''), '') &lt;&gt; '' then f.next_action
when f.content like '%后续规划：%' then
split_part(split_part(f.content, '后续规划：', 2), E'\n', 1)
else ''
end
from crm_opportunity_followup f
where f.opportunity_id = o.id
and (
coalesce(nullif(btrim(f.next_action), ''), '') &lt;&gt; ''
or f.content like '%后续规划：%'
)
order by f.followup_time desc, f.id desc
limit 1
), '') as nextPlan,
coalesce(o.description, '') as notes
from crm_opportunity o
left join crm_customer c on c.id = o.customer_id
left join sys_user u on u.user_id = o.owner_user_id
left join crm_sales_expansion se on se.id = o.sales_expansion_id
left join crm_channel_expansion ce on ce.id = o.channel_expansion_id
left join sys_dict_item stage_dict
on stage_dict.type_code = 'sj_xmjd'
and (
stage_dict.item_value = o.stage
or stage_dict.item_label = case coalesce(o.stage, 'initial_contact')
when 'initial_contact' then '初步沟通'
when 'solution_discussion' then '方案交流'
when 'bidding' then '招投标'
when 'business_negotiation' then '商务谈判'
when 'won' then '已成交'
when 'lost' then '已放弃'
else o.stage
end
)
and stage_dict.status = 1
and coalesce(stage_dict.is_deleted, 0) = 0
left join sys_dict_item operator_dict
on operator_dict.type_code = 'sj_yzf'
and operator_dict.item_value = o.operator_name
and operator_dict.status = 1
and coalesce(operator_dict.is_deleted, 0) = 0
where o.owner_user_id = #{userId}
<if test="keyword != null and keyword != ''">
and (
o.opportunity_name ilike concat('%', #{keyword}, '%')
or o.opportunity_code ilike concat('%', #{keyword}, '%')
or coalesce(c.customer_name, '') ilike concat('%', #{keyword}, '%')
or coalesce(o.project_location, '') ilike concat('%', #{keyword}, '%')
or coalesce(o.operator_name, '') ilike concat('%', #{keyword}, '%')
or coalesce(operator_dict.item_label, '') ilike concat('%', #{keyword}, '%')
or coalesce(o.competitor_name, '') ilike concat('%', #{keyword}, '%')
)
</if>
<if test="stage != null and stage != ''">
@ -52,6 +143,7 @@
to_char(f.followup_time, 'YYYY-MM-DD HH24:MI') as date,
coalesce(f.followup_type, '无') as type,
coalesce(f.content, '无') as content,
coalesce(f.next_action, '') as nextAction,
coalesce(u.display_name, '无') as user
from crm_opportunity_followup f
join crm_opportunity o on o.id = f.opportunity_id
@ -100,6 +192,8 @@
opportunity_name,
customer_id,
owner_user_id,
project_location,
operator_name,
amount,
expected_close_date,
confidence_pct,
@ -107,6 +201,9 @@
opportunity_type,
product_type,
source,
sales_expansion_id,
channel_expansion_id,
competitor_name,
pushed_to_oms,
oms_push_time,
description,
@ -118,6 +215,8 @@
#{request.opportunityName},
#{customerId},
#{userId},
#{request.projectLocation},
#{request.operatorName},
#{request.amount},
#{request.expectedCloseDate},
#{request.confidencePct},
@ -125,6 +224,9 @@
#{request.opportunityType},
#{request.productType},
#{request.source},
#{request.salesExpansionId},
#{request.channelExpansionId},
#{request.competitorName},
#{request.pushedToOms},
case when #{request.pushedToOms} then now() else null end,
#{request.description},
@ -145,10 +247,20 @@
and owner_user_id = #{userId}
</select>
<select id="selectPushedToOms" resultType="java.lang.Boolean">
select coalesce(pushed_to_oms, false)
from crm_opportunity
where id = #{id}
and owner_user_id = #{userId}
limit 1
</select>
<update id="updateOpportunity">
update crm_opportunity
set opportunity_name = #{request.opportunityName},
customer_id = #{customerId},
project_location = #{request.projectLocation},
operator_name = #{request.operatorName},
amount = #{request.amount},
expected_close_date = #{request.expectedCloseDate},
confidence_pct = #{request.confidencePct},
@ -156,6 +268,9 @@
opportunity_type = #{request.opportunityType},
product_type = #{request.productType},
source = #{request.source},
sales_expansion_id = #{request.salesExpansionId},
channel_expansion_id = #{request.channelExpansionId},
competitor_name = #{request.competitorName},
pushed_to_oms = #{request.pushedToOms},
oms_push_time = case
when #{request.pushedToOms} then coalesce(oms_push_time, now())
@ -172,6 +287,16 @@
and owner_user_id = #{userId}
</update>
<update id="pushOpportunityToOms">
update crm_opportunity
set pushed_to_oms = true,
oms_push_time = coalesce(oms_push_time, now()),
updated_at = now()
where id = #{opportunityId}
and owner_user_id = #{userId}
and coalesce(pushed_to_oms, false) = false
</update>
<insert id="insertOpportunityFollowUp">
insert into crm_opportunity_followup (
opportunity_id,

292
backend/src/main/resources/mapper/work/WorkMapper.xml
View File

@ -9,8 +9,13 @@
id,
to_char(checkin_date, 'YYYY-MM-DD') as date,
to_char(checkin_time, 'HH24:MI') as time,
biz_type as bizType,
biz_id as bizId,
coalesce(biz_name, '') as bizName,
coalesce(location_text, '') as locationText,
coalesce(remark, '') as remark,
coalesce(user_name, '') as userName,
coalesce(dept_name, '') as deptName,
coalesce(status, 'normal') as status,
longitude,
latitude
@ -90,7 +95,7 @@
select
coalesce(o.created_at, now()) as action_time,
coalesce(nullif(btrim(cust.customer_name), ''), nullif(btrim(o.opportunity_name), ''), '商机客户') as group_name,
coalesce(nullif(btrim(cust.customer_name), ''), nullif(btrim(o.opportunity_name), ''), '最终客户待补充') as group_name,
'新增商机：' ||
coalesce(o.opportunity_name, '未命名商机') ||
case
@ -144,7 +149,7 @@
select
coalesce(f.followup_time, now()) as action_time,
coalesce(nullif(btrim(cust.customer_name), ''), nullif(btrim(o.opportunity_name), ''), '商机客户') as group_name,
coalesce(nullif(btrim(cust.customer_name), ''), nullif(btrim(o.opportunity_name), ''), '最终客户待补充') as group_name,
'商机跟进' ||
case
when f.followup_type is not null and btrim(f.followup_type) &lt;&gt; '' then '，方式：' || f.followup_type
@ -164,6 +169,88 @@
</select>
<select id="selectHistory" resultType="com.unis.crm.dto.work.WorkHistoryItemDTO">
select
id,
type,
date,
time,
content,
status,
score,
comment
from (
select
c.id,
'外勤打卡' as type,
to_char(c.checkin_date, 'YYYY-MM-DD') as date,
to_char(c.checkin_time, 'HH24:MI') as time,
case
when c.biz_name is not null and btrim(c.biz_name) &lt;&gt; '' then '关联对象：' || c.biz_name || E'\n'
else ''
end ||
case
when c.user_name is not null and btrim(c.user_name) &lt;&gt; '' then '打卡人：' || c.user_name || E'\n'
else ''
end ||
case
when c.dept_name is not null and btrim(c.dept_name) &lt;&gt; '' then '所属部门：' || c.dept_name || E'\n'
else ''
end ||
coalesce(c.location_text, '') ||
case
when c.remark is not null and btrim(c.remark) &lt;&gt; '' then E'\n备注：' || c.remark
else ''
end as content,
case coalesce(c.status, 'normal')
when 'normal' then '正常'
when 'updated' then '已更新'
else coalesce(c.status, '正常')
end as status,
null::integer as score,
null::text as comment,
coalesce(c.checkin_date::timestamp + c.checkin_time::time, c.created_at) as sort_time
from work_checkin c
where c.user_id = #{userId}
union all
select
r.id,
'日报' as type,
to_char(r.report_date, 'YYYY-MM-DD') as date,
to_char(r.submit_time, 'HH24:MI') as time,
coalesce(r.work_content, '') ||
case
when r.tomorrow_plan is not null and btrim(r.tomorrow_plan) &lt;&gt; '' then E'\n明日计划：' || r.tomorrow_plan
else ''
end as content,
case coalesce(rc.comment_content, '')
when '' then
case coalesce(r.status, 'submitted')
when 'submitted' then '已提交'
when 'reviewed' then '已点评'
else coalesce(r.status, '已提交')
end
else '已点评'
end as status,
rc.score,
rc.comment_content as comment,
coalesce(r.report_date::timestamp + r.submit_time::time, r.created_at) as sort_time
from work_daily_report r
left join (
select distinct on (report_id)
report_id,
score,
comment_content
from work_daily_report_comment
order by report_id, reviewed_at desc nulls last, id desc
) rc on rc.report_id = r.id
where r.user_id = #{userId}
) history
order by sort_time desc nulls last, id desc
</select>
<select id="selectHistoryPage" resultType="com.unis.crm.dto.work.WorkHistoryItemDTO">
select
id,
type,
@ -230,7 +317,12 @@
) rc on rc.report_id = r.id
where r.user_id = #{userId}
) history
<if test="historyType != null and historyType != ''">
where history.type = #{historyType}
</if>
order by sort_time desc nulls last, id desc
limit #{limit}
offset #{offset}
</select>
<select id="selectTodayCheckInId" resultType="java.lang.Long">
@ -248,10 +340,15 @@
user_id,
checkin_date,
checkin_time,
biz_type,
biz_id,
biz_name,
longitude,
latitude,
location_text,
remark,
user_name,
dept_name,
status,
created_at,
updated_at
@ -260,10 +357,15 @@
#{userId},
current_date,
now(),
#{request.bizType},
#{request.bizId},
#{request.bizName},
#{request.longitude},
#{request.latitude},
#{request.locationText},
#{request.remark},
#{request.userName},
#{request.deptName},
'normal',
now(),
now()
@ -273,10 +375,15 @@
<update id="updateCheckIn">
update work_checkin
set checkin_time = now(),
biz_type = #{request.bizType},
biz_id = #{request.bizId},
biz_name = #{request.bizName},
longitude = #{request.longitude},
latitude = #{request.latitude},
location_text = #{request.locationText},
remark = #{request.remark},
user_name = #{request.userName},
dept_name = #{request.deptName},
status = 'normal',
updated_at = now()
where id = #{checkInId}
@ -326,6 +433,187 @@
where id = #{reportId}
</update>
<delete id="deleteGeneratedExpansionFollowUps">
delete from crm_expansion_followup
where source_type = 'work_report'
and source_id = #{reportId}
</delete>
<delete id="deleteGeneratedOpportunityFollowUps">
delete from crm_opportunity_followup
where source_type = 'work_report'
and source_id = #{reportId}
</delete>
<delete id="deleteLegacyExpansionFollowUp">
delete from crm_expansion_followup
where biz_type = #{bizType}
and biz_id = #{bizId}
and followup_user_id = #{userId}
and followup_time = #{followUpTime}
and followup_type = #{followUpType}
</delete>
<delete id="deleteDailyReportExpansionFollowUps">
delete from crm_expansion_followup
where biz_type = #{bizType}
and biz_id = #{bizId}
and followup_user_id = #{userId}
and followup_type = #{followUpType}
and followup_time &gt;= #{reportDate}::timestamp
and followup_time &lt; (#{reportDate}::timestamp + interval '1 day')
</delete>
<delete id="deleteLegacyOpportunityFollowUp">
delete from crm_opportunity_followup
where opportunity_id = #{opportunityId}
and followup_user_id = #{userId}
and followup_time = #{followUpTime}
and followup_type = #{followUpType}
</delete>
<delete id="deleteDailyReportOpportunityFollowUps">
delete from crm_opportunity_followup
where opportunity_id = #{opportunityId}
and followup_user_id = #{userId}
and followup_type = #{followUpType}
and followup_time &gt;= #{reportDate}::timestamp
and followup_time &lt; (#{reportDate}::timestamp + interval '1 day')
</delete>
<insert id="insertGeneratedExpansionFollowUp">
insert into crm_expansion_followup (
biz_type,
biz_id,
followup_time,
followup_type,
content,
next_action,
followup_user_id,
visit_start_time,
evaluation_content,
next_plan,
source_type,
source_id,
created_at,
updated_at
) values (
#{bizType},
#{bizId},
#{followUpTime},
#{followUpType},
#{content},
#{nextAction},
#{userId},
#{visitStartTime},
#{evaluationContent},
#{nextPlan},
'work_report',
#{reportId},
now(),
now()
)
</insert>
<insert id="insertGeneratedOpportunityFollowUp">
insert into crm_opportunity_followup (
opportunity_id,
followup_time,
followup_type,
content,
next_action,
followup_user_id,
source_type,
source_id,
created_at,
updated_at
) values (
#{opportunityId},
#{followUpTime},
#{followUpType},
#{content},
#{nextAction},
#{userId},
'work_report',
#{reportId},
now(),
now()
)
</insert>
<insert id="insertLegacyExpansionFollowUp">
insert into crm_expansion_followup (
biz_type,
biz_id,
followup_time,
followup_type,
content,
next_action,
followup_user_id,
visit_start_time,
evaluation_content,
next_plan,
created_at,
updated_at
) values (
#{bizType},
#{bizId},
#{followUpTime},
#{followUpType},
#{content},
#{nextAction},
#{userId},
#{visitStartTime},
#{evaluationContent},
#{nextPlan},
now(),
now()
)
</insert>
<insert id="insertLegacyOpportunityFollowUp">
insert into crm_opportunity_followup (
opportunity_id,
followup_time,
followup_type,
content,
next_action,
followup_user_id,
created_at,
updated_at
) values (
#{opportunityId},
#{followUpTime},
#{followUpType},
#{content},
#{nextAction},
#{userId},
now(),
now()
)
</insert>
<delete id="deleteTodosByBiz">
delete from work_todo
where user_id = #{userId}
and biz_type = #{bizType}
and biz_id = #{bizId}
</delete>
<delete id="deleteTodosByBizType">
delete from work_todo
where user_id = #{userId}
and biz_type = #{bizType}
</delete>
<delete id="deletePendingTodosByBiz">
delete from work_todo
where user_id = #{userId}
and biz_type = #{bizType}
and biz_id = #{bizId}
and status = 'todo'
</delete>
<select id="selectTodoIdByBiz" resultType="java.lang.Long">
select id
from work_todo

4
docs/business-schema-design.md
View File

@ -149,8 +149,8 @@
| opportunity_type | varchar(50) | 类型，如新建/扩容 |
| product_type | varchar(100) | 产品类别，如VDI/VOI/IDV云桌面 |
| source | varchar(50) | 商机来源 |
| pushed_to_oms | tinyint | 是否已推送OMS |
| oms_push_time | datetime | 推送OMS时间 |
| pushed_to_oms | tinyint | 是否已推送 OMS |
| oms_push_time | datetime | 推送 OMS 时间 |
| description | text | 商机说明/备注 |
| status | varchar(30) | 正常/赢单/输单/关闭 |
| created_at | datetime | 创建时间 |

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frontend/.DS_Store vendored
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1
frontend/README.md
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@ -15,4 +15,5 @@ npm run dev
```bash
GEMINI_API_KEY=your_key_here
VITE_TENCENT_MAP_KEY=your_tencent_map_key
```

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33
frontend/node_modules/.vite/deps/_metadata.json generated vendored
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@ -2,76 +2,85 @@
"hash": "9b703341",
"configHash": "4d48f89c",
"lockfileHash": "446f7b50",
"browserHash": "0342a104",
"browserHash": "97389217",
"optimized": {
"react": {
"src": "../../react/index.js",
"file": "react.js",
"fileHash": "38eec15c",
"fileHash": "0e15d179",
"needsInterop": true
},
"react-dom": {
"src": "../../react-dom/index.js",
"file": "react-dom.js",
"fileHash": "885db03a",
"fileHash": "56e0ac1a",
"needsInterop": true
},
"react/jsx-dev-runtime": {
"src": "../../react/jsx-dev-runtime.js",
"file": "react_jsx-dev-runtime.js",
"fileHash": "63ca1c37",
"fileHash": "3873dbfb",
"needsInterop": true
},
"react/jsx-runtime": {
"src": "../../react/jsx-runtime.js",
"file": "react_jsx-runtime.js",
"fileHash": "645313a0",
"fileHash": "36bae069",
"needsInterop": true
},
"clsx": {
"src": "../../clsx/dist/clsx.mjs",
"file": "clsx.js",
"fileHash": "c1313132",
"fileHash": "ef2b5b9d",
"needsInterop": false
},
"date-fns": {
"src": "../../date-fns/index.js",
"file": "date-fns.js",
"fileHash": "c2142fc9",
"fileHash": "b5d072ca",
"needsInterop": false
},
"lucide-react": {
"src": "../../lucide-react/dist/esm/lucide-react.js",
"file": "lucide-react.js",
"fileHash": "9e28d5e6",
"fileHash": "938b715f",
"needsInterop": false
},
"motion/react": {
"src": "../../motion/dist/es/react.mjs",
"file": "motion_react.js",
"fileHash": "4806ae85",
"fileHash": "fb0e4ab1",
"needsInterop": false
},
"react-dom/client": {
"src": "../../react-dom/client.js",
"file": "react-dom_client.js",
"fileHash": "2ee244fc",
"fileHash": "c4c41e0d",
"needsInterop": true
},
"react-router-dom": {
"src": "../../react-router-dom/dist/index.mjs",
"file": "react-router-dom.js",
"fileHash": "d896198d",
"fileHash": "5254f612",
"needsInterop": false
},
"tailwind-merge": {
"src": "../../tailwind-merge/dist/bundle-mjs.mjs",
"file": "tailwind-merge.js",
"fileHash": "d32046f9",
"fileHash": "9fbd3db9",
"needsInterop": false
},
"date-fns/locale": {
"src": "../../date-fns/locale.js",
"file": "date-fns_locale.js",
"fileHash": "31cc6364",
"needsInterop": false
}
},
"chunks": {
"chunk-7VK2ROTQ": {
"file": "chunk-7VK2ROTQ.js"
},
"chunk-5MXL5BYH": {
"file": "chunk-5MXL5BYH.js"
},

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2
frontend/src/App.tsx
View File

@ -40,7 +40,7 @@ export default function App() {
<Route index element={<Dashboard />} />
<Route path="expansion" element={<Expansion />} />
<Route path="opportunities" element={<Opportunities />} />
<Route path="work" element={<Work />} />
<Route path="work/*" element={<Work />} />
<Route path="profile" element={<Profile />} />
</Route>
</Routes>

204
frontend/src/components/AdaptiveSelect.tsx 100644
View File

@ -0,0 +1,204 @@
import { useEffect, useRef, useState } from "react";
import { AnimatePresence, motion } from "motion/react";
import { Check, ChevronDown, X } from "lucide-react";
import { cn } from "@/lib/utils";
export type AdaptiveSelectOption = {
value: string;
label: string;
disabled?: boolean;
};
type AdaptiveSelectProps = {
value?: string;
options: AdaptiveSelectOption[];
placeholder?: string;
sheetTitle?: string;
disabled?: boolean;
className?: string;
onChange: (value: string) => void;
};
function useIsMobileViewport() {
const [isMobile, setIsMobile] = useState(() => {
if (typeof window === "undefined") {
return false;
}
return window.matchMedia("(max-width: 639px)").matches;
});
useEffect(() => {
if (typeof window === "undefined") {
return;
}
const mediaQuery = window.matchMedia("(max-width: 639px)");
const handleChange = () => setIsMobile(mediaQuery.matches);
handleChange();
if (typeof mediaQuery.addEventListener === "function") {
mediaQuery.addEventListener("change", handleChange);
return () => mediaQuery.removeEventListener("change", handleChange);
}
mediaQuery.addListener(handleChange);
return () => mediaQuery.removeListener(handleChange);
}, []);
return isMobile;
}
export function AdaptiveSelect({
value = "",
options,
placeholder = "请选择",
sheetTitle,
disabled = false,
className,
onChange,
}: AdaptiveSelectProps) {
const [open, setOpen] = useState(false);
const containerRef = useRef<HTMLDivElement | null>(null);
const isMobile = useIsMobileViewport();
const selectedOption = options.find((option) => option.value === value);
const selectedLabel = value ? selectedOption?.label || placeholder : placeholder;
useEffect(() => {
if (!open || isMobile) {
return;
}
const handlePointerDown = (event: MouseEvent) => {
if (!containerRef.current?.contains(event.target as Node)) {
setOpen(false);
}
};
const handleEscape = (event: KeyboardEvent) => {
if (event.key === "Escape") {
setOpen(false);
}
};
document.addEventListener("mousedown", handlePointerDown);
document.addEventListener("keydown", handleEscape);
return () => {
document.removeEventListener("mousedown", handlePointerDown);
document.removeEventListener("keydown", handleEscape);
};
}, [isMobile, open]);
useEffect(() => {
if (!open || !isMobile) {
return;
}
const previousOverflow = document.body.style.overflow;
document.body.style.overflow = "hidden";
return () => {
document.body.style.overflow = previousOverflow;
};
}, [isMobile, open]);
const handleSelect = (nextValue: string) => {
onChange(nextValue);
setOpen(false);
};
const renderOption = (option: AdaptiveSelectOption) => {
const isSelected = option.value === value;
return (
<button
key={`${option.value}-${option.label}`}
type="button"
disabled={option.disabled}
onClick={() => handleSelect(option.value)}
className={cn(
"flex w-full items-center justify-between rounded-xl px-3 py-3 text-left text-sm transition-colors",
isSelected
? "bg-violet-600 text-white shadow-sm"
: "text-slate-700 hover:bg-slate-100 dark:text-slate-200 dark:hover:bg-slate-800",
option.disabled ? "cursor-not-allowed opacity-50" : "",
)}
>
<span className="break-anywhere">{option.label}</span>
{isSelected ? <Check className="h-4 w-4 shrink-0" /> : null}
</button>
);
};
return (
<div ref={containerRef} className="relative">
<button
type="button"
disabled={disabled}
onClick={() => {
if (!disabled) {
setOpen((current) => !current);
}
}}
className={cn(
"crm-btn-sm crm-input-text flex w-full items-center justify-between border border-slate-200 bg-white text-left outline-none transition-colors hover:border-slate-300 focus:border-violet-500 focus:ring-1 focus:ring-violet-500 disabled:cursor-not-allowed disabled:opacity-60 dark:border-slate-800 dark:bg-slate-900/50 dark:hover:border-slate-700",
className,
)}
>
<span className={value ? "text-slate-900 dark:text-white" : "crm-field-note"}>
{selectedLabel}
</span>
<ChevronDown className={cn("h-4 w-4 shrink-0 text-slate-400 transition-transform", open ? "rotate-180" : "")} />
</button>
<AnimatePresence>
{open && !isMobile ? (
<motion.div
initial={{ opacity: 0, y: 8 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: 8 }}
className="absolute z-30 mt-2 w-full rounded-2xl border border-slate-200 bg-white p-2 shadow-2xl dark:border-slate-800 dark:bg-slate-900"
>
<div className="max-h-72 space-y-1 overflow-y-auto pr-1">{options.map(renderOption)}</div>
</motion.div>
) : null}
</AnimatePresence>
<AnimatePresence>
{open && isMobile ? (
<>
<motion.div
initial={{ opacity: 0 }}
animate={{ opacity: 1 }}
exit={{ opacity: 0 }}
className="fixed inset-0 z-[120] bg-slate-900/35 backdrop-blur-sm dark:bg-slate-950/70"
onClick={() => setOpen(false)}
/>
<motion.div
initial={{ opacity: 0, y: 24 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: 24 }}
className="fixed inset-x-0 bottom-0 z-[130] px-3 pb-[calc(0.75rem+env(safe-area-inset-bottom))] pt-3"
>
<div className="mx-auto w-full max-w-lg rounded-3xl border border-slate-200 bg-white shadow-2xl dark:border-slate-800 dark:bg-slate-900">
<div className="flex items-center justify-between border-b border-slate-100 px-5 py-4 dark:border-slate-800">
<div>
<p className="text-base font-semibold text-slate-900 dark:text-white">{sheetTitle || placeholder}</p>
<p className="crm-field-note mt-1">请选择一个选项</p>
</div>
<button
type="button"
onClick={() => setOpen(false)}
className="rounded-full p-2 text-slate-400 transition-colors hover:bg-slate-100 dark:hover:bg-slate-800"
>
<X className="h-5 w-5" />
</button>
</div>
<div className="max-h-[60vh] space-y-2 overflow-y-auto px-4 py-4 pb-[calc(1rem+env(safe-area-inset-bottom))]">
{options.map(renderOption)}
</div>
</div>
</motion.div>
</>
) : null}
</AnimatePresence>
</div>
);
}

182
frontend/src/components/Layout.tsx
View File

@ -1,23 +1,120 @@
import { Link, Outlet, useLocation } from "react-router-dom";
import { Home, Users, Briefcase, CalendarCheck, User, Moon, Sun } from "lucide-react";
import { useEffect, useRef, useState, type MouseEvent } from "react";
import { Link, Outlet, useLocation, useNavigate } from "react-router-dom";
import { Bell, Home, Users, Briefcase, CalendarCheck, User, Moon, Sun } from "lucide-react";
import { cn } from "@/lib/utils";
import { useTheme } from "./ThemeProvider";
import { motion, AnimatePresence } from "motion/react";
import { getWorkOverview } from "@/lib/auth";
const navItems = [
type NavChildItem = {
name: string;
path: string;
};
type NavItem = {
name: string;
path: string;
icon: typeof Home;
defaultPath?: string;
children?: NavChildItem[];
};
const navItems: NavItem[] = [
{ name: "首页", path: "/", icon: Home },
{ name: "拓展", path: "/expansion", icon: Users },
{ name: "商机", path: "/opportunities", icon: Briefcase },
{ name: "工作", path: "/work", icon: CalendarCheck },
{
name: "工作",
path: "/work",
defaultPath: "/work/checkin",
icon: CalendarCheck,
children: [
{ name: "打卡", path: "/work/checkin" },
{ name: "日报", path: "/work/report" },
],
},
{ name: "我的", path: "/profile", icon: User },
];
function isAfterDailyReportReminderTime(now = new Date()) {
return now.getHours() >= 18;
}
export default function Layout() {
const location = useLocation();
const navigate = useNavigate();
const { theme, setTheme } = useTheme();
const [hasPendingDailyReport, setHasPendingDailyReport] = useState(false);
const [afterReminderTime, setAfterReminderTime] = useState(isAfterDailyReportReminderTime());
const [mobileBellHint, setMobileBellHint] = useState("");
const mobileBellTimerRef = useRef<number | null>(null);
const isActivePath = (path: string) => location.pathname === path || (path !== "/" && location.pathname.startsWith(`${path}/`));
const activeNavItem = navItems.find((item) => isActivePath(item.path)) ?? navItems[0];
const contentKey = activeNavItem.path;
const isDashboardPage = activeNavItem.path === "/";
useEffect(() => {
let cancelled = false;
async function loadDailyReportNotice() {
if (!isDashboardPage) {
setHasPendingDailyReport(false);
return;
}
try {
const workOverview = await getWorkOverview();
if (!cancelled) {
setHasPendingDailyReport(!workOverview.todayReport?.status);
}
} catch {
if (!cancelled) {
setHasPendingDailyReport(false);
}
}
}
void loadDailyReportNotice();
return () => {
cancelled = true;
};
}, [isDashboardPage]);
useEffect(() => {
const updateReminderTime = () => setAfterReminderTime(isAfterDailyReportReminderTime());
updateReminderTime();
const timer = window.setInterval(updateReminderTime, 60 * 1000);
return () => {
window.clearInterval(timer);
};
}, []);
useEffect(() => () => {
if (mobileBellTimerRef.current) {
window.clearTimeout(mobileBellTimerRef.current);
}
}, []);
const shouldShowDailyReportReminder = isDashboardPage;
const hasDailyReportReminderDot = isDashboardPage && afterReminderTime && hasPendingDailyReport;
const handleMobileBellClick = (event: MouseEvent<HTMLButtonElement>) => {
if (!hasDailyReportReminderDot) {
navigate("/work/report");
return;
}
event.preventDefault();
setMobileBellHint("今日日报尚未提交");
if (mobileBellTimerRef.current) {
window.clearTimeout(mobileBellTimerRef.current);
}
mobileBellTimerRef.current = window.setTimeout(() => {
setMobileBellHint("");
navigate("/work/report");
}, 900);
};
return (
<div className="flex h-screen bg-slate-50 dark:bg-slate-950 text-slate-900 dark:text-slate-50 transition-colors duration-300">
<div className="flex min-h-dvh overflow-x-hidden bg-slate-50 text-slate-900 transition-colors duration-300 dark:bg-slate-950 dark:text-slate-50 md:h-screen md:overflow-hidden">
{/* Desktop Sidebar */}
<aside className="hidden w-64 flex-col border-r border-slate-200 dark:border-slate-800 bg-white dark:bg-slate-900 md:flex transition-colors duration-300">
<div className="flex h-16 items-center justify-between border-b border-slate-200 dark:border-slate-800 px-6">
@ -33,11 +130,11 @@ export default function Layout() {
</div>
<nav className="flex-1 space-y-2 p-4">
{navItems.map((item) => {
const isActive = location.pathname === item.path || (item.path !== '/' && location.pathname.startsWith(item.path));
const isActive = isActivePath(item.path);
return (
<div key={item.name} className="space-y-1">
<Link
key={item.name}
to={item.path}
to={item.defaultPath ?? item.path}
className={cn(
"flex items-center gap-3 rounded-xl px-3 py-3 text-sm font-medium transition-all duration-200",
isActive
@ -48,17 +145,70 @@ export default function Layout() {
<item.icon className={cn("h-5 w-5 transition-transform", isActive && "scale-110")} />
{item.name}
</Link>
</div>
);
})}
</nav>
</aside>
{/* Main Content */}
<main className="flex-1 overflow-y-auto pb-20 md:pb-0 relative">
<div className="mx-auto max-w-5xl p-4 md:p-8">
<main className="relative min-w-0 flex-1 overflow-x-hidden overflow-y-auto pb-[calc(6.5rem+env(safe-area-inset-bottom))] md:pb-0">
<div className="mx-auto w-full max-w-5xl px-4 py-4 md:px-8 md:py-8">
<header className="sticky top-0 z-30 -mx-4 mb-4 flex items-center justify-between gap-3 border-b border-slate-200 bg-white/90 px-4 pb-3.5 pt-[calc(0.9rem+env(safe-area-inset-top))] backdrop-blur-xl transition-colors duration-300 dark:border-slate-800 dark:bg-slate-950/90 md:hidden">
<div className="min-w-0 flex-1 pr-2">
<p className="bg-gradient-to-r from-violet-600 to-indigo-600 bg-clip-text text-sm font-bold uppercase tracking-[0.14em] text-transparent">
紫光汇智CRM
</p>
</div>
<div className="flex shrink-0 items-center gap-2.5">
{shouldShowDailyReportReminder ? (
<div className="relative">
<button
type="button"
onClick={handleMobileBellClick}
className="relative inline-flex h-9 w-9 items-center justify-center rounded-full border border-slate-200/80 bg-white/80 text-slate-500 shadow-sm transition-colors hover:bg-slate-100 dark:border-slate-700 dark:bg-slate-900/70 dark:text-slate-400 dark:hover:bg-slate-800"
aria-label={hasDailyReportReminderDot ? "今日日报未提交，前往日报" : "日报提醒，前往日报"}
title={hasDailyReportReminderDot ? "今日日报未提交" : "日报提醒"}
>
<Bell className="h-4 w-4" />
{hasDailyReportReminderDot ? (
<span className="absolute right-1.5 top-1.5 h-2 w-2 rounded-full bg-rose-500 ring-2 ring-white dark:ring-slate-950" />
) : null}
</button>
{mobileBellHint ? (
<div className="absolute right-0 top-[calc(100%+8px)] whitespace-nowrap rounded-xl bg-slate-900 px-3 py-2 text-xs font-medium text-white shadow-lg dark:bg-slate-100 dark:text-slate-900">
{mobileBellHint}
</div>
) : null}
</div>
) : null}
<button
onClick={() => setTheme(theme === "dark" ? "light" : "dark")}
className="inline-flex h-9 w-9 items-center justify-center rounded-full border border-slate-200/80 bg-white/80 text-slate-500 shadow-sm transition-colors hover:bg-slate-100 dark:border-slate-700 dark:bg-slate-900/70 dark:text-slate-400 dark:hover:bg-slate-800"
aria-label={theme === "dark" ? "切换亮色模式" : "切换暗色模式"}
>
{theme === "dark" ? <Sun className="h-4 w-4" /> : <Moon className="h-4 w-4" />}
</button>
</div>
</header>
{shouldShowDailyReportReminder ? (
<div className="mb-4 hidden justify-end md:flex">
<Link
to="/work/report"
className="relative inline-flex h-10 w-10 items-center justify-center rounded-full border border-slate-200 bg-white text-slate-600 shadow-sm transition-colors hover:border-violet-300 hover:text-violet-600 dark:border-slate-800 dark:bg-slate-900/60 dark:text-slate-300 dark:hover:border-violet-500/40 dark:hover:text-violet-300"
aria-label={hasDailyReportReminderDot ? "今日日报未提交，前往日报" : "日报提醒，前往日报"}
title={hasDailyReportReminderDot ? "今日日报未提交" : "日报提醒"}
>
<Bell className="h-4 w-4" />
{hasDailyReportReminderDot ? (
<span className="absolute right-2.5 top-2.5 h-2 w-2 rounded-full bg-rose-500 ring-2 ring-white dark:ring-slate-900" />
) : null}
</Link>
</div>
) : null}
<AnimatePresence mode="wait">
<motion.div
key={location.pathname}
key={contentKey}
initial={{ opacity: 0, y: 10 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: -10 }}
@ -71,15 +221,15 @@ export default function Layout() {
</main>
{/* Mobile Bottom Nav */}
<nav className="fixed bottom-0 left-0 right-0 z-50 flex h-16 border-t border-slate-200 dark:border-slate-800 bg-white/80 dark:bg-slate-900/80 backdrop-blur-xl pb-safe md:hidden transition-colors duration-300">
<nav className="fixed bottom-0 left-0 right-0 z-30 flex h-[calc(4rem+env(safe-area-inset-bottom))] border-t border-slate-200 bg-white/80 px-2 pb-[env(safe-area-inset-bottom)] backdrop-blur-xl transition-colors duration-300 dark:border-slate-800 dark:bg-slate-900/80 md:hidden">
{navItems.map((item) => {
const isActive = location.pathname === item.path || (item.path !== '/' && location.pathname.startsWith(item.path));
const isActive = isActivePath(item.path);
return (
<Link
key={item.name}
to={item.path}
to={item.defaultPath ?? item.path}
className={cn(
"flex flex-1 flex-col items-center justify-center gap-1 text-[10px] font-medium transition-all duration-200",
"flex min-w-0 flex-1 flex-col items-center justify-center gap-1 px-1 text-[10px] font-medium transition-all duration-200",
isActive ? "text-violet-600 dark:text-violet-400" : "text-slate-500 dark:text-slate-400 hover:text-slate-900 dark:hover:text-slate-50"
)}
>
@ -89,7 +239,7 @@ export default function Layout() {
)}>
<item.icon className={cn("h-5 w-5", isActive && "fill-violet-100 dark:fill-violet-500/20")} />
</div>
{item.name}
<span className="truncate">{item.name}</span>
</Link>
);
})}

72
frontend/src/components/ProtectedImage.tsx 100644
View File

@ -0,0 +1,72 @@
import { useEffect, useState, type ImgHTMLAttributes } from "react"
import { fetchWithAuth } from "@/lib/auth"
import { cn } from "@/lib/utils"
type ProtectedImageProps = Omit<ImgHTMLAttributes<HTMLImageElement>, "src"> & {
src: string
}
export function ProtectedImage({ alt, className, src, ...props }: ProtectedImageProps) {
const [objectUrl, setObjectUrl] = useState<string>()
const [loadFailed, setLoadFailed] = useState(false)
useEffect(() => {
let active = true
let nextObjectUrl: string | undefined
setObjectUrl(undefined)
setLoadFailed(false)
void (async () => {
try {
const response = await fetchWithAuth(src)
if (!response.ok) {
throw new Error(`图片加载失败(${response.status})`)
}
const blob = await response.blob()
nextObjectUrl = URL.createObjectURL(blob)
if (!active) {
URL.revokeObjectURL(nextObjectUrl)
return
}
setObjectUrl(nextObjectUrl)
} catch {
if (active) {
setLoadFailed(true)
}
}
})()
return () => {
active = false
if (nextObjectUrl) {
URL.revokeObjectURL(nextObjectUrl)
}
}
}, [src])
if (loadFailed) {
return (
<div
aria-label={alt}
className={cn(
className,
"flex items-center justify-center bg-slate-100 text-xs text-slate-400 dark:bg-slate-800 dark:text-slate-500",
)}
role="img"
>
加载失败
</div>
)
}
if (!objectUrl) {
return <div aria-label={alt} className={cn(className, "animate-pulse bg-slate-100 dark:bg-slate-800")} />
}
return <img {...props} alt={alt} className={className} src={objectUrl} />
}

350
frontend/src/index.css
View File

@ -8,17 +8,367 @@
background: #f8fafc;
}
*,
*::before,
*::after {
box-sizing: border-box;
}
html,
body,
#root {
width: 100%;
min-height: 100%;
overflow-x: hidden;
-webkit-text-size-adjust: 100%;
}
body {
margin: 0;
min-width: 320px;
overflow-x: hidden;
}
img,
video,
canvas,
svg {
max-width: 100%;
}
button,
input,
textarea,
select {
font: inherit;
min-width: 0;
}
@media (max-width: 767px) {
input,
textarea,
select {
font-size: 16px !important;
}
}
@layer components {
label > span:first-child,
.crm-field-label {
font-size: 0.875rem;
line-height: 1.4;
font-weight: 500;
color: #334155;
}
.dark label > span:first-child,
.dark .crm-field-label {
color: #cbd5e1;
}
.crm-field-note {
font-size: 0.75rem;
line-height: 1.6;
color: #64748b;
}
.dark .crm-field-note {
color: #94a3b8;
}
.crm-empty-state {
text-align: center;
font-size: 0.875rem;
line-height: 1.6;
color: #94a3b8;
}
.dark .crm-empty-state {
color: #64748b;
}
.crm-input-text {
font-size: 0.875rem;
line-height: 1.55;
border-radius: 1rem;
min-height: 3rem;
}
.crm-input-box {
border-radius: 1rem;
min-height: 3rem;
padding: 0.75rem 1rem;
}
.crm-input-box-readonly {
border-radius: 1rem;
min-height: 3rem;
padding: 0.75rem 1rem;
}
.crm-btn {
min-height: 3rem;
border-radius: 1rem;
padding: 0.75rem 1rem;
font-size: 0.875rem;
line-height: 1.4;
font-weight: 600;
}
.crm-btn-sm {
min-height: 2.75rem;
border-radius: 1rem;
padding: 0.625rem 1rem;
font-size: 0.875rem;
line-height: 1.4;
font-weight: 500;
}
.crm-card {
border-radius: 1rem;
border: 1px solid #e2e8f0;
background: rgba(255, 255, 255, 0.96);
box-shadow: 0 10px 30px rgba(15, 23, 42, 0.06);
backdrop-filter: blur(12px);
}
.crm-card-subtle {
border-radius: 1rem;
border: 1px solid #eef2f7;
background: rgba(248, 250, 252, 0.72);
}
.dark .crm-card {
border-color: rgba(51, 65, 85, 0.9);
background: rgba(15, 23, 42, 0.72);
box-shadow: 0 12px 32px rgba(2, 6, 23, 0.28);
}
.dark .crm-card-subtle {
border-color: rgba(51, 65, 85, 0.8);
background: rgba(30, 41, 59, 0.38);
}
.crm-pill {
display: inline-flex;
align-items: center;
border-radius: 9999px;
padding: 0.3rem 0.65rem;
font-size: 0.75rem;
line-height: 1.2;
font-weight: 600;
}
.crm-pill-neutral {
background: #f1f5f9;
color: #475569;
}
.crm-pill-violet {
background: #f5f3ff;
color: #7c3aed;
}
.crm-pill-emerald {
background: #ecfdf5;
color: #059669;
}
.crm-pill-amber {
background: #fffbeb;
color: #d97706;
}
.crm-pill-rose {
background: #fff1f2;
color: #e11d48;
}
.dark .crm-pill-neutral {
background: rgba(51, 65, 85, 0.85);
color: #cbd5e1;
}
.dark .crm-pill-violet {
background: rgba(139, 92, 246, 0.14);
color: #c4b5fd;
}
.dark .crm-pill-emerald {
background: rgba(16, 185, 129, 0.14);
color: #6ee7b7;
}
.dark .crm-pill-amber {
background: rgba(245, 158, 11, 0.14);
color: #fcd34d;
}
.dark .crm-pill-rose {
background: rgba(244, 63, 94, 0.14);
color: #fda4af;
}
.crm-page-stack {
display: flex;
flex-direction: column;
gap: 1.25rem;
}
.crm-section-stack {
display: flex;
flex-direction: column;
gap: 1rem;
}
.crm-list-stack {
display: flex;
flex-direction: column;
gap: 0.875rem;
}
.crm-card-pad {
padding: 1rem;
}
.crm-card-pad-lg {
padding: 1.25rem;
}
.crm-modal-stack {
display: flex;
flex-direction: column;
gap: 1.25rem;
}
.crm-form-grid {
display: grid;
grid-template-columns: 1fr;
gap: 1rem;
}
.crm-form-section {
display: flex;
flex-direction: column;
gap: 0.875rem;
border-radius: 1rem;
border: 1px solid #e2e8f0;
background: rgba(248, 250, 252, 0.72);
padding: 1rem;
}
.crm-form-section-header {
display: flex;
align-items: center;
justify-content: space-between;
gap: 0.75rem;
}
.crm-detail-grid {
display: grid;
grid-template-columns: 1fr;
gap: 1rem;
border-radius: 1rem;
border: 1px solid #e2e8f0;
background: rgba(248, 250, 252, 0.72);
padding: 1rem;
}
.crm-detail-item {
display: flex;
min-width: 0;
flex-direction: column;
gap: 0.35rem;
}
.crm-detail-label {
display: flex;
align-items: center;
gap: 0.25rem;
font-size: 0.75rem;
line-height: 1.4;
color: #64748b;
}
.crm-detail-value {
font-size: 0.9375rem;
line-height: 1.6;
font-weight: 500;
color: #0f172a;
overflow-wrap: anywhere;
word-break: break-word;
}
.dark .crm-form-section,
.dark .crm-detail-grid {
border-color: rgba(51, 65, 85, 0.8);
background: rgba(30, 41, 59, 0.38);
}
.dark .crm-detail-label {
color: #94a3b8;
}
.dark .crm-detail-value {
color: #f8fafc;
}
@media (min-width: 640px) {
.crm-page-stack {
gap: 1.5rem;
}
.crm-section-stack {
gap: 1.25rem;
}
.crm-list-stack {
gap: 1rem;
}
.crm-card-pad {
padding: 1.25rem;
}
.crm-card-pad-lg {
padding: 1.5rem;
}
.crm-modal-stack {
gap: 1.5rem;
}
.crm-form-grid {
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: 1.25rem;
}
.crm-form-section,
.crm-detail-grid {
padding: 1.25rem;
}
}
.crm-input-text::placeholder,
input::placeholder,
textarea::placeholder {
color: #94a3b8;
opacity: 1;
}
.dark .crm-input-text::placeholder,
.dark input::placeholder,
.dark textarea::placeholder {
color: #64748b;
}
}
@layer utilities {
.break-anywhere {
overflow-wrap: anywhere;
word-break: break-word;
}
.scrollbar-hide {
/* IE and Edge */
-ms-overflow-style: none;

461
frontend/src/lib/auth.ts
View File

@ -55,14 +55,15 @@ export interface DashboardStat {
}
export interface DashboardTodo {
id: number;
id: string;
title?: string;
bizType?: string;
bizId?: number;
bizId?: string;
priority?: string;
status?: string;
dueDate?: string;
createdAt?: string;
updatedAt?: string;
}
export interface DashboardActivity {
@ -127,6 +128,11 @@ export interface WorkCheckIn {
longitude?: number;
latitude?: number;
photoUrls?: string[];
bizType?: "sales" | "channel" | "opportunity";
bizId?: number;
bizName?: string;
userName?: string;
deptName?: string;
}
export interface WorkDailyReport {
@ -134,7 +140,9 @@ export interface WorkDailyReport {
date?: string;
submitTime?: string;
workContent?: string;
lineItems?: WorkReportLineItem[];
tomorrowPlan?: string;
planItems?: WorkTomorrowPlanItem[];
sourceType?: string;
status?: string;
score?: number;
@ -160,16 +168,49 @@ export interface WorkOverview {
history?: WorkHistoryItem[];
}
export interface WorkHistoryPage {
items?: WorkHistoryItem[];
hasMore?: boolean;
page?: number;
size?: number;
}
export interface CreateWorkCheckInPayload {
locationText: string;
remark?: string;
longitude?: number;
latitude?: number;
photoUrls?: string[];
bizType?: "sales" | "channel" | "opportunity";
bizId?: number;
bizName?: string;
userName?: string;
deptName?: string;
}
export interface WorkReportLineItem {
workDate: string;
bizType: "sales" | "channel" | "opportunity";
bizId: number;
bizName?: string;
editorText?: string;
content: string;
visitStartTime?: string;
evaluationContent?: string;
nextPlan?: string;
latestProgress?: string;
communicationTime?: string;
communicationContent?: string;
}
export interface WorkTomorrowPlanItem {
content: string;
}
export interface CreateWorkDailyReportPayload {
workContent: string;
lineItems: WorkReportLineItem[];
planItems: WorkTomorrowPlanItem[];
tomorrowPlan: string;
sourceType?: string;
}
@ -180,6 +221,10 @@ export interface OpportunityFollowUp {
date?: string;
type?: string;
content?: string;
latestProgress?: string;
communicationTime?: string;
communicationContent?: string;
nextAction?: string;
user?: string;
}
@ -189,14 +234,25 @@ export interface OpportunityItem {
name?: string;
client?: string;
owner?: string;
projectLocation?: string;
operatorCode?: string;
operatorName?: string;
amount?: number;
date?: string;
confidence?: number;
stageCode?: string;
stage?: string;
type?: string;
pushedToOms?: boolean;
product?: string;
source?: string;
salesExpansionId?: number;
salesExpansionName?: string;
channelExpansionId?: number;
channelExpansionName?: string;
competitorName?: string;
latestProgress?: string;
nextPlan?: string;
notes?: string;
followUps?: OpportunityFollowUp[];
}
@ -205,9 +261,21 @@ export interface OpportunityOverview {
items?: OpportunityItem[];
}
export interface OpportunityDictOption {
label?: string;
value?: string;
}
export interface OpportunityMeta {
stageOptions?: OpportunityDictOption[];
operatorOptions?: OpportunityDictOption[];
}
export interface CreateOpportunityPayload {
opportunityName: string;
customerName: string;
projectLocation?: string;
operatorName?: string;
amount: number;
expectedCloseDate: string;
confidencePct: number;
@ -215,6 +283,9 @@ export interface CreateOpportunityPayload {
opportunityType?: string;
productType?: string;
source?: string;
salesExpansionId?: number;
channelExpansionId?: number;
competitorName?: string;
pushedToOms?: boolean;
description?: string;
}
@ -234,16 +305,23 @@ export interface ExpansionFollowUp {
type?: string;
content?: string;
user?: string;
visitStartTime?: string;
evaluationContent?: string;
nextPlan?: string;
}
export interface SalesExpansionItem {
id: number;
type: "sales";
employeeNo?: string;
name?: string;
officeCode?: string;
officeName?: string;
phone?: string;
email?: string;
targetDeptId?: number;
targetDept?: string;
dept?: string;
industryCode?: string;
industry?: string;
title?: string;
intentLevel?: string;
@ -256,48 +334,86 @@ export interface SalesExpansionItem {
employmentStatus?: string;
expectedJoinDate?: string;
notes?: string;
relatedProjects?: RelatedProjectSummary[];
followUps?: ExpansionFollowUp[];
}
export interface RelatedProjectSummary {
opportunityId: number;
opportunityCode?: string;
opportunityName?: string;
amount?: number;
}
export interface ChannelExpansionItem {
id: number;
type: "channel";
channelCode?: string;
name?: string;
province?: string;
industry?: string;
officeAddress?: string;
channelIndustry?: string;
annualRevenue?: string;
revenue?: string;
size?: number;
contact?: string;
contactTitle?: string;
phone?: string;
primaryContactName?: string;
primaryContactTitle?: string;
primaryContactMobile?: string;
establishedDate?: string;
intentLevel?: string;
intent?: string;
hasDesktopExp?: boolean;
channelAttribute?: string;
internalAttribute?: string;
stageCode?: string;
stage?: string;
landed?: boolean;
expectedSignDate?: string;
notes?: string;
contacts?: ChannelExpansionContact[];
relatedProjects?: ChannelRelatedProjectSummary[];
followUps?: ExpansionFollowUp[];
}
export interface ChannelExpansionContact {
id?: number;
name?: string;
mobile?: string;
title?: string;
}
export interface ChannelRelatedProjectSummary {
opportunityId: number;
opportunityCode?: string;
opportunityName?: string;
amount?: number;
}
export interface ExpansionOverview {
salesItems?: SalesExpansionItem[];
channelItems?: ChannelExpansionItem[];
}
export interface DepartmentOption {
id: number;
name?: string;
export interface ExpansionDictOption {
label?: string;
value?: string;
}
export interface ExpansionMeta {
departments?: DepartmentOption[];
officeOptions?: ExpansionDictOption[];
industryOptions?: ExpansionDictOption[];
channelAttributeOptions?: ExpansionDictOption[];
internalAttributeOptions?: ExpansionDictOption[];
nextChannelCode?: string;
}
export interface CreateSalesExpansionPayload {
employeeNo: string;
candidateName: string;
officeName?: string;
mobile?: string;
email?: string;
targetDeptId?: number;
targetDept?: string;
industry?: string;
title?: string;
intentLevel?: string;
@ -310,18 +426,21 @@ export interface CreateSalesExpansionPayload {
}
export interface CreateChannelExpansionPayload {
channelCode?: string;
officeAddress?: string;
channelIndustry?: string;
channelName: string;
province?: string;
industry?: string;
annualRevenue?: number;
staffSize?: number;
contactName?: string;
contactTitle?: string;
contactMobile?: string;
contactEstablishedDate?: string;
intentLevel?: string;
hasDesktopExp?: boolean;
channelAttribute?: string;
internalAttribute?: string;
stage?: string;
landedFlag?: boolean;
expectedSignDate?: string;
remark?: string;
contacts?: ChannelExpansionContact[];
}
export interface UpdateSalesExpansionPayload extends CreateSalesExpansionPayload {}
@ -333,6 +452,9 @@ export interface CreateExpansionFollowUpPayload {
content: string;
nextAction?: string;
followUpTime: string;
visitStartTime?: string;
evaluationContent?: string;
nextPlan?: string;
}
interface ApiEnvelope<T> {
@ -348,14 +470,13 @@ interface ApiErrorBody {
}
const LOGIN_PATH = "/login";
const USER_CONTEXT_CACHE_TTL_MS = 2 * 60 * 1000;
const CURRENT_USER_CACHE_KEY = "auth-cache:current-user";
const PROFILE_OVERVIEW_CACHE_KEY = "auth-cache:profile-overview";
const memoryRequestCache = new Map<string, { expiresAt: number; value: unknown }>();
const inFlightRequestCache = new Map<string, Promise<unknown>>();
async function request<T>(input: string, init?: RequestInit, withAuth = false): Promise<T> {
const headers = new Headers(init?.headers);
if (!headers.has("Content-Type") && init?.body && !(init.body instanceof FormData)) {
headers.set("Content-Type", "application/json");
}
if (withAuth) {
function applyAuthHeaders(headers: Headers) {
const token = localStorage.getItem("accessToken");
if (token) {
headers.set("Authorization", `Bearer ${token}`);
@ -365,6 +486,23 @@ async function request<T>(input: string, init?: RequestInit, withAuth = false):
if (userId !== undefined) {
headers.set("X-User-Id", String(userId));
}
return headers;
}
function handleUnauthorizedResponse() {
clearAuth();
window.location.href = `${LOGIN_PATH}?timeout=1`;
}
async function request<T>(input: string, init?: RequestInit, withAuth = false): Promise<T> {
const headers = new Headers(init?.headers);
if (!headers.has("Content-Type") && init?.body && !(init.body instanceof FormData)) {
headers.set("Content-Type", "application/json");
}
if (withAuth) {
applyAuthHeaders(headers);
}
const response = await fetch(input, {
@ -373,8 +511,7 @@ async function request<T>(input: string, init?: RequestInit, withAuth = false):
});
if (response.status === 401 || response.status === 403) {
clearAuth();
window.location.href = `${LOGIN_PATH}?timeout=1`;
handleUnauthorizedResponse();
throw new Error("登录已失效，请重新登录");
}
@ -402,6 +539,20 @@ async function request<T>(input: string, init?: RequestInit, withAuth = false):
return body.data;
}
export async function fetchWithAuth(input: string, init?: RequestInit) {
const response = await fetch(input, {
...init,
headers: applyAuthHeaders(new Headers(init?.headers)),
});
if (response.status === 401 || response.status === 403) {
handleUnauthorizedResponse();
throw new Error("登录已失效，请重新登录");
}
return response;
}
export function isAuthed() {
return Boolean(localStorage.getItem("accessToken"));
}
@ -413,9 +564,11 @@ export function clearAuth() {
localStorage.removeItem("availableTenants");
localStorage.removeItem("activeTenantId");
sessionStorage.removeItem("userProfile");
clearCachedAuthContext();
}
export function persistLogin(payload: TokenResponse, username: string) {
clearCachedAuthContext();
localStorage.setItem("accessToken", payload.accessToken);
localStorage.setItem("refreshToken", payload.refreshToken);
localStorage.setItem("username", username);
@ -487,22 +640,36 @@ export async function getOpenPlatformConfig() {
}
export async function getCurrentUser() {
return request<UserProfile>("/api/sys/api/users/me", undefined, true);
return getCachedAuthedRequest<UserProfile>(
CURRENT_USER_CACHE_KEY,
() => request<UserProfile>("/api/sys/api/users/me", undefined, true),
);
}
export async function getDashboardHome() {
return request<DashboardHome>("/api/dashboard/home", undefined, true);
}
export async function completeDashboardTodo(todoId: string) {
return request<void>(`/api/dashboard/todos/${todoId}/complete`, {
method: "POST",
}, true);
}
export async function getProfileOverview() {
return request<ProfileOverview>("/api/profile/overview", undefined, true);
return getCachedAuthedRequest<ProfileOverview>(
PROFILE_OVERVIEW_CACHE_KEY,
() => request<ProfileOverview>("/api/profile/overview", undefined, true),
);
}
export async function updateCurrentUserProfile(payload: UpdateCurrentUserProfilePayload) {
return request<boolean>("/api/sys/api/users/profile", {
const result = await request<boolean>("/api/sys/api/users/profile", {
method: "PUT",
body: JSON.stringify(payload),
}, true);
clearCachedAuthContext();
return result;
}
export async function updateCurrentUserPassword(payload: UpdateCurrentUserPasswordPayload) {
@ -523,141 +690,17 @@ export async function getWorkOverview() {
return request<WorkOverview>("/api/work/overview", undefined, true);
}
export async function getWorkHistory(type: "checkin" | "report", page = 1, size = 8) {
const params = new URLSearchParams({
type,
page: String(page),
size: String(size),
});
return request<WorkHistoryPage>(`/api/work/history?${params.toString()}`, undefined, true);
}
export async function reverseWorkGeocode(latitude: number, longitude: number) {
const nominatimParams = new URLSearchParams({
format: "jsonv2",
addressdetails: "1",
namedetails: "1",
extratags: "1",
zoom: "19",
lat: String(latitude),
lon: String(longitude),
"accept-language": "zh-CN,zh;q=0.9,en;q=0.8",
});
try {
const response = await fetch(`https://nominatim.openstreetmap.org/reverse?${nominatimParams.toString()}`, {
headers: {
Accept: "application/json",
},
});
if (!response.ok) {
throw new Error(`Nominatim reverse geocoding failed (${response.status})`);
}
const payload = (await response.json()) as {
display_name?: string;
address?: Record<string, string>;
namedetails?: Record<string, string>;
};
const orderedLocation = buildNominatimLocationName(payload);
if (orderedLocation) {
return orderedLocation;
}
} catch {
// Fall through to the browser-side free fallback.
}
const bigDataCloudParams = new URLSearchParams({
latitude: String(latitude),
longitude: String(longitude),
localityLanguage: "zh",
});
const fallbackResponse = await fetch(`https://api.bigdatacloud.net/data/reverse-geocode-client?${bigDataCloudParams.toString()}`);
if (!fallbackResponse.ok) {
throw new Error("地点解析失败，请稍后重试");
}
const fallbackPayload = (await fallbackResponse.json()) as {
locality?: string;
city?: string;
principalSubdivision?: string;
countryName?: string;
};
const fallbackLocation = joinLocationParts(
fallbackPayload.countryName,
fallbackPayload.principalSubdivision,
fallbackPayload.city,
fallbackPayload.locality,
);
if (fallbackLocation) {
return fallbackLocation;
}
throw new Error("未能解析出具体地点名称");
}
function buildNominatimLocationName(payload: {
display_name?: string;
address?: Record<string, string>;
namedetails?: Record<string, string>;
}) {
const address = payload.address ?? {};
const namedetails = payload.namedetails ?? {};
const regionPart = joinLocationParts(
firstDefined(address.state, address.province, address.region),
firstDefined(address.city, address.municipality, address.town, address.county),
firstDefined(address.district, address.city_district, address.borough),
);
const streetPart = joinLocationParts(
firstDefined(address.suburb, address.township, address.quarter, address.neighbourhood),
firstDefined(address.road, address.street, address.pedestrian),
joinLocationParts(address.house_number, address.house_name),
);
const buildingPart = firstDefined(
address.building,
address.city_block,
address.amenity,
address.office,
address.shop,
address.commercial,
address.residential,
address.industrial,
address.retail,
namedetails.name,
namedetails.official_name,
namedetails.short_name,
);
return firstDefined(
joinLocationParts(regionPart, streetPart, buildingPart),
joinLocationParts(regionPart, streetPart),
normalizeLocationText(payload.display_name),
);
}
function firstDefined(...values: Array<string | undefined>) {
for (const value of values) {
const normalized = normalizeLocationText(value);
if (normalized) {
return normalized;
}
}
return undefined;
}
function joinLocationParts(...values: Array<string | undefined>) {
const result: string[] = [];
for (const value of values) {
const normalized = normalizeLocationText(value);
if (!normalized || result.includes(normalized)) {
continue;
}
result.push(normalized);
}
return result.length ? result.join("") : undefined;
}
function normalizeLocationText(value?: string) {
const normalized = value?.trim();
return normalized ? normalized : undefined;
return request<string>(`/api/work/reverse-geocode?lat=${latitude}&lon=${longitude}`, undefined, true);
}
export async function saveWorkCheckIn(payload: CreateWorkCheckInPayload) {
@ -695,6 +738,10 @@ export async function getOpportunityOverview(keyword?: string, stage?: string) {
return request<OpportunityOverview>(`/api/opportunities/overview${query ? `?${query}` : ""}`, undefined, true);
}
export async function getOpportunityMeta() {
return request<OpportunityMeta>("/api/opportunities/meta", undefined, true);
}
export async function createOpportunity(payload: CreateOpportunityPayload) {
return request<number>("/api/opportunities", {
method: "POST",
@ -709,6 +756,12 @@ export async function updateOpportunity(opportunityId: number, payload: CreateOp
}, true);
}
export async function pushOpportunityToOms(opportunityId: number) {
return request<number>(`/api/opportunities/${opportunityId}/push-oms`, {
method: "POST",
}, true);
}
export async function createOpportunityFollowUp(opportunityId: number, payload: CreateOpportunityFollowUpPayload) {
return request<number>(`/api/opportunities/${opportunityId}/followups`, {
method: "POST",
@ -767,3 +820,83 @@ export async function createExpansionFollowUp(
body: JSON.stringify(payload),
}, true);
}
function readCachedValue<T>(cacheKey: string) {
const memoryValue = memoryRequestCache.get(cacheKey);
if (memoryValue && memoryValue.expiresAt > Date.now()) {
return memoryValue.value as T;
}
memoryRequestCache.delete(cacheKey);
try {
const raw = sessionStorage.getItem(cacheKey);
if (!raw) {
return null;
}
const parsed = JSON.parse(raw) as { expiresAt?: number; value?: T };
if (!parsed.expiresAt || parsed.expiresAt <= Date.now()) {
sessionStorage.removeItem(cacheKey);
return null;
}
memoryRequestCache.set(cacheKey, { expiresAt: parsed.expiresAt, value: parsed.value });
return parsed.value ?? null;
} catch {
sessionStorage.removeItem(cacheKey);
return null;
}
}
function writeCachedValue<T>(cacheKey: string, value: T, ttlMs = USER_CONTEXT_CACHE_TTL_MS) {
const payload = {
expiresAt: Date.now() + ttlMs,
value,
};
memoryRequestCache.set(cacheKey, payload);
try {
sessionStorage.setItem(cacheKey, JSON.stringify(payload));
} catch {
// Ignore session cache failures and keep in-memory cache only.
}
}
function clearCachedAuthContext() {
[CURRENT_USER_CACHE_KEY, PROFILE_OVERVIEW_CACHE_KEY].forEach((cacheKey) => {
memoryRequestCache.delete(cacheKey);
inFlightRequestCache.delete(cacheKey);
try {
sessionStorage.removeItem(cacheKey);
} catch {
// Ignore session cache cleanup failures.
}
});
}
async function getCachedAuthedRequest<T>(
cacheKey: string,
fetcher: () => Promise<T>,
ttlMs = USER_CONTEXT_CACHE_TTL_MS,
) {
const cachedValue = readCachedValue<T>(cacheKey);
if (cachedValue) {
return cachedValue;
}
const inFlight = inFlightRequestCache.get(cacheKey);
if (inFlight) {
return inFlight as Promise<T>;
}
const requestPromise = fetcher()
.then((result) => {
writeCachedValue(cacheKey, result, ttlMs);
inFlightRequestCache.delete(cacheKey);
return result;
})
.catch((error) => {
inFlightRequestCache.delete(cacheKey);
throw error;
});
inFlightRequestCache.set(cacheKey, requestPromise);
return requestPromise;
}

436
frontend/src/lib/tencentMap.ts 100644
View File

@ -0,0 +1,436 @@
const DEFAULT_TENCENT_MAP_KEY = "LJYBZ-HCQCV-N37PU-5FIOX-QFA26-FPB6U";
const TENCENT_MAP_REFERER = "unis-crm-work";
const TENCENT_GEOLOCATION_SCRIPT_ID = "tencent-geolocation-sdk";
const TENCENT_GEOLOCATION_SCRIPT_SRC = "https://mapapi.qq.com/web/lbs/h5-components/geolocation/geolocation.min.js";
type BrowserGeolocationOptions = PositionOptions;
type BrowserLocationSamplingOptions = {
targetAccuracy?: number;
totalTimeout?: number;
maxSamples?: number;
};
type TencentGeolocationOptions = {
timeout?: number;
highAccuracy?: boolean;
maximumAge?: number;
};
type TencentGeolocationResult = {
province?: string;
city?: string;
district?: string;
addr?: string;
lat: number;
lng: number;
accuracy?: number;
type?: "h5" | "wx" | "qq" | "x5" | "ip";
};
type TencentGeolocationError = {
status?: number;
message?: string;
};
type TencentGeolocationInstance = {
getLocation: (
sucCallback: (result: TencentGeolocationResult) => void,
errCallback?: ((error: TencentGeolocationError) => void) | null,
options?: TencentGeolocationOptions,
) => void;
};
type TencentGeolocationConstructor = new (options: {
key: string;
referer: string;
domain?: string;
}) => TencentGeolocationInstance;
declare global {
interface Window {
LBS?: {
WebComponent?: {
Geolocation?: TencentGeolocationConstructor;
};
};
}
}
export type TencentMapLocation = {
latitude: number;
longitude: number;
address: string;
accuracy?: number;
sourceType?: "browser" | "tencent";
};
const EARTH_SEMI_MAJOR_AXIS = 6378245.0;
const EARTH_ECCENTRICITY = 0.00669342162296594323;
let geolocationSdkPromise: Promise<TencentGeolocationConstructor> | null = null;
export async function resolveTencentMapLocation() {
let sdkError: Error | null = null;
let browserError: Error | null = null;
const browserResult = await resolveWithBrowser().catch((error) => {
browserError = error instanceof Error ? error : new Error("浏览器定位失败");
return null;
});
const sdkResult = await resolveWithTencentSdk().catch((error) => {
sdkError = error instanceof Error ? error : new Error("腾讯地图定位失败");
return null;
});
const bestResult = pickBetterLocationResult(sdkResult, browserResult);
if (bestResult) {
return bestResult;
}
throw browserError || sdkError || new Error("定位失败，请稍后重试。");
}
async function resolveWithTencentSdk() {
const Geolocation = await loadTencentGeolocationSdk();
try {
const preciseLocation = await getTencentLocationOnce(Geolocation, {
timeout: 12000,
highAccuracy: true,
maximumAge: 0,
});
if (preciseLocation.type !== "ip") {
return normalizeTencentLocation(preciseLocation);
}
} catch {
// Fall through to the lower-accuracy Tencent attempt below.
}
const fallbackLocation = await getTencentLocationOnce(Geolocation, {
timeout: 15000,
highAccuracy: false,
maximumAge: 300000,
});
return normalizeTencentLocation(fallbackLocation);
}
async function resolveWithBrowser() {
const preciseLocation = await getBestAvailablePosition(
{
enableHighAccuracy: true,
timeout: 18000,
maximumAge: 0,
},
{
targetAccuracy: 25,
totalTimeout: 15000,
maxSamples: 6,
},
).catch(async (firstError) => {
try {
return await getCurrentPosition({
enableHighAccuracy: false,
timeout: 18000,
maximumAge: 30000,
});
} catch {
throw firstError;
}
});
return {
latitude: Number(preciseLocation.coords.latitude.toFixed(6)),
longitude: Number(preciseLocation.coords.longitude.toFixed(6)),
address: "",
accuracy: preciseLocation.coords.accuracy,
sourceType: "browser" as const,
};
}
function pickBetterLocationResult(
sdkResult: TencentMapLocation | null,
browserResult: TencentMapLocation | null,
) {
if (sdkResult && !browserResult) {
return sdkResult;
}
if (!sdkResult && browserResult) {
return browserResult;
}
if (!sdkResult || !browserResult) {
return null;
}
const sdkAccuracy = sdkResult.accuracy ?? Number.POSITIVE_INFINITY;
const browserAccuracy = browserResult.accuracy ?? Number.POSITIVE_INFINITY;
if (Number.isFinite(browserAccuracy) && browserAccuracy <= 80) {
if (!Number.isFinite(sdkAccuracy) || browserAccuracy + 15 < sdkAccuracy) {
return browserResult;
}
}
if (sdkResult.address && sdkAccuracy <= browserAccuracy + 20) {
return sdkResult;
}
if (sdkAccuracy + 15 < browserAccuracy) {
return sdkResult;
}
return browserResult;
}
function loadTencentGeolocationSdk() {
if (window.LBS?.WebComponent?.Geolocation) {
return Promise.resolve(window.LBS.WebComponent.Geolocation);
}
if (geolocationSdkPromise) {
return geolocationSdkPromise;
}
const key = getTencentMapKey();
geolocationSdkPromise = new Promise<TencentGeolocationConstructor>((resolve, reject) => {
const resolveSdk = () => {
const Geolocation = window.LBS?.WebComponent?.Geolocation;
if (!Geolocation) {
reject(new Error("腾讯地图定位组件加载失败，请刷新页面重试。"));
return;
}
resolve(Geolocation);
};
const existingScript = document.getElementById(TENCENT_GEOLOCATION_SCRIPT_ID) as HTMLScriptElement | null;
if (existingScript) {
if (window.LBS?.WebComponent?.Geolocation) {
resolveSdk();
return;
}
existingScript.addEventListener("load", resolveSdk, { once: true });
existingScript.addEventListener("error", () => reject(new Error("腾讯地图定位组件加载失败，请检查网络后重试。")), { once: true });
return;
}
const script = document.createElement("script");
script.id = TENCENT_GEOLOCATION_SCRIPT_ID;
script.src = TENCENT_GEOLOCATION_SCRIPT_SRC;
script.async = true;
script.defer = true;
script.onload = resolveSdk;
script.onerror = () => reject(new Error("腾讯地图定位组件加载失败，请检查网络后重试。"));
document.head.appendChild(script);
}).catch((error) => {
geolocationSdkPromise = null;
throw error;
});
return geolocationSdkPromise;
}
function getTencentLocationOnce(Geolocation: TencentGeolocationConstructor, options: TencentGeolocationOptions) {
const geoInstance = new Geolocation({
key: getTencentMapKey(),
referer: TENCENT_MAP_REFERER,
});
return new Promise<TencentGeolocationResult>((resolve, reject) => {
geoInstance.getLocation(
(result) => resolve(result),
(error) => reject(new Error(getTencentLocationErrorMessage(error))),
options,
);
});
}
function getTencentMapKey() {
const key = (import.meta.env.VITE_TENCENT_MAP_KEY || DEFAULT_TENCENT_MAP_KEY).trim();
if (!key) {
throw new Error("未配置腾讯地图 Key，无法完成定位。");
}
return key;
}
function normalizeTencentLocation(result: TencentGeolocationResult): TencentMapLocation {
const wgs84Point = gcj02ToWgs84(result.lat, result.lng);
return {
latitude: Number(wgs84Point.latitude.toFixed(6)),
longitude: Number(wgs84Point.longitude.toFixed(6)),
address: buildTencentAddress(result),
accuracy: result.accuracy,
sourceType: "tencent" as const,
};
}
function buildTencentAddress(result: TencentGeolocationResult) {
return [
normalizeText(result.addr),
[result.province, result.city, result.district].map(normalizeText).filter(Boolean).join(""),
].find(Boolean) || "";
}
function getCurrentPosition(options: BrowserGeolocationOptions) {
if (!("geolocation" in navigator)) {
throw new Error("当前浏览器不支持定位，请更换浏览器后重试。");
}
return new Promise<GeolocationPosition>((resolve, reject) => {
navigator.geolocation.getCurrentPosition(
(position) => resolve(position),
(error) => reject(new Error(getBrowserLocationErrorMessage(error))),
options,
);
});
}
function getBestAvailablePosition(options: BrowserGeolocationOptions, samplingOptions: BrowserLocationSamplingOptions) {
if (!("geolocation" in navigator)) {
throw new Error("当前浏览器不支持定位，请更换浏览器后重试。");
}
const targetAccuracy = samplingOptions.targetAccuracy ?? 35;
const totalTimeout = samplingOptions.totalTimeout ?? 9000;
const maxSamples = samplingOptions.maxSamples ?? 4;
return new Promise<GeolocationPosition>((resolve, reject) => {
let settled = false;
let sampleCount = 0;
let bestPosition: GeolocationPosition | null = null;
let lastError: GeolocationPositionError | null = null;
const finalize = (position?: GeolocationPosition) => {
if (settled) {
return;
}
settled = true;
clearTimeout(timer);
navigator.geolocation.clearWatch(watchId);
if (position) {
resolve(position);
return;
}
if (bestPosition) {
resolve(bestPosition);
return;
}
reject(new Error(getBrowserLocationErrorMessage(lastError)));
};
const timer = window.setTimeout(() => finalize(), totalTimeout);
const watchId = navigator.geolocation.watchPosition(
(position) => {
sampleCount += 1;
if (!bestPosition || position.coords.accuracy < bestPosition.coords.accuracy) {
bestPosition = position;
}
if (position.coords.accuracy <= targetAccuracy || sampleCount >= maxSamples) {
finalize(bestPosition ?? position);
}
},
(error) => {
lastError = error;
if (!bestPosition) {
finalize();
}
},
options,
);
});
}
function normalizeText(value?: string | null) {
return value?.trim() || "";
}
function getTencentLocationErrorMessage(error: TencentGeolocationError) {
switch (error.status) {
case 10101:
case 10302:
case 10305:
return "定位权限被拒绝，请在手机浏览器里允许位置权限后再重试。";
case 10103:
case 10002:
case 10402:
case 10502:
return "腾讯地图定位超时，请重试。";
case 10104:
return "当前浏览器不支持腾讯地图定位，请更换浏览器后重试。";
case 10001:
return "当前位置暂时不可用，请移动到开阔区域后重试。";
case 10601:
case 10602:
return "腾讯地图地址解析失败，请稍后重试。";
default:
return error.message?.trim() || "腾讯地图定位失败，请稍后重试。";
}
}
function getBrowserLocationErrorMessage(error?: GeolocationPositionError | null) {
if (!error) {
return "定位失败，请稍后重试。";
}
switch (error.code) {
case error.PERMISSION_DENIED:
return "定位权限被拒绝，请在手机浏览器里允许位置权限后再重试。";
case error.POSITION_UNAVAILABLE:
return "当前位置暂时不可用，请移动到开阔区域后重试。";
case error.TIMEOUT:
return "定位超时，请重试。";
default:
return error.message?.trim() || "定位失败，请稍后重试。";
}
}
export function wgs84ToGcj02(latitude: number, longitude: number) {
if (isOutsideChina(latitude, longitude)) {
return { latitude, longitude };
}
let deltaLatitude = transformLatitude(longitude - 105.0, latitude - 35.0);
let deltaLongitude = transformLongitude(longitude - 105.0, latitude - 35.0);
const radLatitude = (latitude / 180.0) * Math.PI;
let magic = Math.sin(radLatitude);
magic = 1 - EARTH_ECCENTRICITY * magic * magic;
const sqrtMagic = Math.sqrt(magic);
deltaLatitude = (deltaLatitude * 180.0)
/ (((EARTH_SEMI_MAJOR_AXIS * (1 - EARTH_ECCENTRICITY)) / (magic * sqrtMagic)) * Math.PI);
deltaLongitude = (deltaLongitude * 180.0)
/ ((EARTH_SEMI_MAJOR_AXIS / sqrtMagic) * Math.cos(radLatitude) * Math.PI);
return {
latitude: latitude + deltaLatitude,
longitude: longitude + deltaLongitude,
};
}
export function gcj02ToWgs84(latitude: number, longitude: number) {
if (isOutsideChina(latitude, longitude)) {
return { latitude, longitude };
}
const normalizedGcj02Point = wgs84ToGcj02(latitude, longitude);
return {
latitude: latitude * 2 - normalizedGcj02Point.latitude,
longitude: longitude * 2 - normalizedGcj02Point.longitude,
};
}
function isOutsideChina(latitude: number, longitude: number) {
return longitude < 72.004 || longitude > 137.8347 || latitude < 0.8293 || latitude > 55.8271;
}
function transformLatitude(longitude: number, latitude: number) {
let result = -100.0 + 2.0 * longitude + 3.0 * latitude + 0.2 * latitude * latitude
+ 0.1 * longitude * latitude + 0.2 * Math.sqrt(Math.abs(longitude));
result += (20.0 * Math.sin(6.0 * longitude * Math.PI) + 20.0 * Math.sin(2.0 * longitude * Math.PI)) * 2.0 / 3.0;
result += (20.0 * Math.sin(latitude * Math.PI) + 40.0 * Math.sin((latitude / 3.0) * Math.PI)) * 2.0 / 3.0;
result += (160.0 * Math.sin((latitude / 12.0) * Math.PI) + 320 * Math.sin((latitude * Math.PI) / 30.0)) * 2.0 / 3.0;
return result;
}
function transformLongitude(longitude: number, latitude: number) {
let result = 300.0 + longitude + 2.0 * latitude + 0.1 * longitude * longitude
+ 0.1 * longitude * latitude + 0.1 * Math.sqrt(Math.abs(longitude));
result += (20.0 * Math.sin(6.0 * longitude * Math.PI) + 20.0 * Math.sin(2.0 * longitude * Math.PI)) * 2.0 / 3.0;
result += (20.0 * Math.sin(longitude * Math.PI) + 40.0 * Math.sin((longitude / 3.0) * Math.PI)) * 2.0 / 3.0;
result += (150.0 * Math.sin((longitude / 12.0) * Math.PI) + 300.0 * Math.sin((longitude / 30.0) * Math.PI)) * 2.0 / 3.0;
return result;
}

93
frontend/src/lib/tencentMapGl.ts 100644
View File

@ -0,0 +1,93 @@
const DEFAULT_TENCENT_MAP_KEY = "LJYBZ-HCQCV-N37PU-5FIOX-QFA26-FPB6U";
const TENCENT_MAP_GL_SCRIPT_ID = "tencent-map-gl-sdk";
type TMapLatLngLike = {
getLat?: () => number;
getLng?: () => number;
lat?: number;
lng?: number;
};
type TMapClickEvent = {
latLng?: TMapLatLngLike;
};
type TMapMapInstance = {
on: (event: string, handler: (event: TMapClickEvent) => void) => void;
off?: (event: string, handler: (event: TMapClickEvent) => void) => void;
getCenter?: () => TMapLatLngLike;
setCenter?: (latLng: unknown) => void;
panTo?: (latLng: unknown) => void;
destroy?: () => void;
};
type TMapMultiMarkerInstance = {
setGeometries: (geometries: unknown[]) => void;
};
type TMapApi = {
Map: new (container: HTMLElement, options: Record<string, unknown>) => TMapMapInstance;
LatLng: new (lat: number, lng: number) => TMapLatLngLike;
MultiMarker: new (options: Record<string, unknown>) => TMapMultiMarkerInstance;
MultiCircle: new (options: Record<string, unknown>) => unknown;
MarkerStyle: new (options: Record<string, unknown>) => unknown;
CircleStyle: new (options: Record<string, unknown>) => unknown;
};
declare global {
interface Window {
TMap?: TMapApi;
}
}
let tencentMapGlPromise: Promise<TMapApi> | null = null;
export async function loadTencentMapGlApi() {
if (window.TMap) {
return window.TMap;
}
if (tencentMapGlPromise) {
return tencentMapGlPromise;
}
const key = (import.meta.env.VITE_TENCENT_MAP_KEY || DEFAULT_TENCENT_MAP_KEY).trim();
if (!key) {
throw new Error("未配置腾讯地图 Key，无法展示地图。");
}
tencentMapGlPromise = new Promise<TMapApi>((resolve, reject) => {
const resolveApi = () => {
if (!window.TMap) {
reject(new Error("腾讯地图组件加载失败，请刷新页面后重试。"));
return;
}
resolve(window.TMap);
};
const existingScript = document.getElementById(TENCENT_MAP_GL_SCRIPT_ID) as HTMLScriptElement | null;
if (existingScript) {
if (window.TMap) {
resolveApi();
return;
}
existingScript.addEventListener("load", resolveApi, { once: true });
existingScript.addEventListener("error", () => reject(new Error("腾讯地图组件加载失败，请检查网络后重试。")), { once: true });
return;
}
const script = document.createElement("script");
script.id = TENCENT_MAP_GL_SCRIPT_ID;
script.src = `https://map.qq.com/api/gljs?v=1.exp&key=${encodeURIComponent(key)}`;
script.async = true;
script.defer = true;
script.onload = resolveApi;
script.onerror = () => reject(new Error("腾讯地图组件加载失败，请检查网络后重试。"));
document.head.appendChild(script);
}).catch((error) => {
tencentMapGlPromise = null;
throw error;
});
return tencentMapGlPromise;
}

282
frontend/src/pages/Dashboard.tsx
View File

@ -1,21 +1,25 @@
import { useEffect, useState } from "react";
import { BarChart3, TrendingUp, Users, CheckCircle2 } from "lucide-react";
import { useEffect, useMemo, useState } from "react";
import { BarChart3, Building2, Check, TrendingUp, Users } from "lucide-react";
import { motion } from "motion/react";
import { getDashboardHome, type DashboardActivity, type DashboardHome, type DashboardStat, type DashboardTodo } from "@/lib/auth";
import { completeDashboardTodo, getDashboardHome, type DashboardActivity, type DashboardHome, type DashboardStat, type DashboardTodo } from "@/lib/auth";
const DASHBOARD_PREVIEW_COUNT = 5;
const DASHBOARD_HISTORY_PREVIEW_COUNT = 3;
const baseStats = [
{ name: "本月新增商机", metricKey: "monthlyOpportunities", icon: TrendingUp, color: "text-emerald-600 dark:text-emerald-400", bg: "bg-emerald-100 dark:bg-emerald-500/20" },
{ name: "跟进中客户", metricKey: "followingCustomers", icon: Users, color: "text-blue-600 dark:text-blue-400", bg: "bg-blue-100 dark:bg-blue-500/20" },
{ name: "已成单项目", metricKey: "wonProjects", icon: CheckCircle2, color: "text-violet-600 dark:text-violet-400", bg: "bg-violet-100 dark:bg-violet-500/20" },
{ name: "本月打卡天数", metricKey: "monthlyCheckins", icon: BarChart3, color: "text-amber-600 dark:text-amber-400", bg: "bg-amber-100 dark:bg-amber-500/20" },
{ name: "已推送OMS项目", metricKey: "pushedOmsProjects", icon: Users, color: "text-blue-600 dark:text-blue-400", bg: "bg-blue-100 dark:bg-blue-500/20" },
{ name: "本月新增渠道", metricKey: "monthlyChannels", icon: Building2, color: "text-violet-600 dark:text-violet-400", bg: "bg-violet-100 dark:bg-violet-500/20" },
{ name: "本月打卡次数", metricKey: "monthlyCheckins", icon: BarChart3, color: "text-amber-600 dark:text-amber-400", bg: "bg-amber-100 dark:bg-amber-500/20" },
] as const;
export default function Dashboard() {
const [home, setHome] = useState<DashboardHome>({});
const [showAllTodos, setShowAllTodos] = useState(false);
const [loading, setLoading] = useState(true);
const [showAllActivities, setShowAllActivities] = useState(false);
const [showAllHistoryTodos, setShowAllHistoryTodos] = useState(false);
const [historyExpanded, setHistoryExpanded] = useState(false);
const [completingTodoId, setCompletingTodoId] = useState<string | null>(null);
useEffect(() => {
let cancelled = false;
@ -30,6 +34,10 @@ export default function Dashboard() {
if (!cancelled) {
setHome({});
}
} finally {
if (!cancelled) {
setLoading(false);
}
}
}
@ -41,90 +49,195 @@ export default function Dashboard() {
}, []);
useEffect(() => {
setShowAllTodos(false);
setShowAllActivities(false);
}, [home.todos, home.activities]);
setShowAllHistoryTodos(false);
setHistoryExpanded(false);
}, [home.activities, home.todos]);
const statMap = new Map((home.stats ?? []).map((item: DashboardStat) => [item.metricKey, item.value]));
const stats = baseStats.map((stat) => ({
...stat,
value: statMap.get(stat.metricKey),
}));
const todos = (home.todos?.length ? home.todos : [{ id: 0, title: "无" }]) as DashboardTodo[];
const pendingTodos = useMemo(
() => (home.todos ?? []).filter((item) => item.status !== "done"),
[home.todos],
);
const historyTodos = useMemo(
() => (home.todos ?? []).filter((item) => item.status === "done"),
[home.todos],
);
const visibleHistoryTodos = showAllHistoryTodos ? historyTodos : historyTodos.slice(0, DASHBOARD_HISTORY_PREVIEW_COUNT);
const activities = (home.activities?.length
? home.activities
: [{ id: 0, title: "无", content: "无", timeText: "无" }]) as DashboardActivity[];
const visibleTodos = showAllTodos ? todos : todos.slice(0, DASHBOARD_PREVIEW_COUNT);
const visibleActivities = showAllActivities ? activities : activities.slice(0, DASHBOARD_PREVIEW_COUNT);
const hasMoreTodos = todos.length > DASHBOARD_PREVIEW_COUNT && todos[0]?.id !== 0;
const hasMoreActivities = activities.length > DASHBOARD_PREVIEW_COUNT && activities[0]?.id !== 0;
const hasMoreHistoryTodos = historyTodos.length > DASHBOARD_HISTORY_PREVIEW_COUNT;
const handleCompleteTodo = async (todoId: string) => {
if (!todoId || completingTodoId === todoId) {
return;
}
setCompletingTodoId(todoId);
try {
await completeDashboardTodo(todoId);
setHome((current) => ({
...current,
todos: (current.todos ?? []).map((item) => (
item.id === todoId
? { ...item, status: "done", updatedAt: new Date().toISOString() }
: item
)),
}));
} catch {
// Keep current UI state when completion fails silently.
} finally {
setCompletingTodoId(null);
}
};
return (
<div className="space-y-6">
<header>
<h1 className="text-2xl font-bold tracking-tight text-slate-900 dark:text-white">工作台</h1>
<p className="text-sm text-slate-500 dark:text-slate-400">
<div className="crm-page-stack">
<header className="space-y-1 sm:space-y-2">
<h1 className="text-xl font-bold tracking-tight text-slate-900 dark:text-white sm:text-2xl">工作台</h1>
<p className="text-xs leading-5 text-slate-500 dark:text-slate-400 sm:text-sm">
欢迎回来，{home.realName || "无"}。今天是你入职的第 {home.onboardingDays ?? 0} 天。
</p>
</header>
<div className="grid grid-cols-2 gap-4 md:grid-cols-4">
{loading ? (
<DashboardSkeleton />
) : (
<>
<div className="grid grid-cols-2 gap-2.5 sm:gap-4 xl:grid-cols-4">
{stats.map((stat, i) => (
<motion.div
key={stat.name}
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
transition={{ delay: i * 0.1 }}
className="rounded-2xl border border-slate-100 dark:border-slate-800 bg-white dark:bg-slate-900/50 p-5 shadow-sm backdrop-blur-sm transition-all hover:shadow-md dark:hover:bg-slate-900"
className="crm-card rounded-xl p-3 transition-all hover:shadow-md dark:hover:bg-slate-900 sm:rounded-2xl sm:p-5"
>
<div className="flex items-center gap-4">
<div className={`flex h-12 w-12 items-center justify-center rounded-xl ${stat.bg}`}>
<stat.icon className={`h-6 w-6 ${stat.color}`} />
<div className="flex items-center gap-2.5 sm:gap-4">
<div className={`flex h-9 w-9 shrink-0 items-center justify-center rounded-lg ${stat.bg} sm:h-12 sm:w-12 sm:rounded-xl`}>
<stat.icon className={`h-4.5 w-4.5 ${stat.color} sm:h-6 sm:w-6`} />
</div>
<div>
<p className="text-sm font-medium text-slate-500 dark:text-slate-400">{stat.name}</p>
<p className="text-2xl font-bold text-slate-900 dark:text-white">{stat.value ?? 0}</p>
<div className="min-w-0 flex-1">
<p className="truncate text-[11px] font-medium leading-4 text-slate-500 dark:text-slate-400 sm:text-sm sm:leading-5">{stat.name}</p>
<p className="mt-1 text-lg font-bold leading-none text-slate-900 dark:text-white sm:text-2xl">{stat.value ?? 0}</p>
</div>
</div>
</motion.div>
))}
</div>
<div className="grid gap-6 md:grid-cols-2">
<div className="grid gap-5 md:grid-cols-2 md:gap-6">
<motion.div
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
transition={{ delay: 0.4 }}
className="rounded-2xl border border-slate-100 dark:border-slate-800 bg-white dark:bg-slate-900/50 p-6 shadow-sm backdrop-blur-sm"
className="crm-card crm-card-pad-lg rounded-2xl"
>
<h2 className="mb-4 text-lg font-semibold text-slate-900 dark:text-white">待办事项</h2>
<ul className="space-y-3">
{visibleTodos.map((task: DashboardTodo, i: number) => (
<li key={task.id ?? i} className="group flex cursor-pointer items-center gap-3 rounded-xl border border-slate-50 dark:border-slate-800/50 p-3 transition-all hover:bg-slate-50 dark:hover:bg-slate-800">
<div className="flex h-5 w-5 items-center justify-center rounded-full border-2 border-slate-300 dark:border-slate-600 group-hover:border-violet-500 dark:group-hover:border-violet-400 transition-colors" />
<span className="text-sm text-slate-700 dark:text-slate-300 group-hover:text-slate-900 dark:group-hover:text-white transition-colors">{task.title || "无"}</span>
<div className="mb-3 flex items-center justify-between sm:mb-4">
<h2 className="text-base font-semibold text-slate-900 dark:text-white sm:text-lg">待办事项</h2>
<span className="text-[11px] text-slate-400 dark:text-slate-500 sm:text-xs">
共 {pendingTodos.length + historyTodos.length} 条
</span>
</div>
<div className="crm-section-stack sm:gap-5">
<div className="crm-card-subtle rounded-xl p-3 sm:p-4">
<div className="mb-2 flex items-center gap-2 sm:mb-3">
<span className="crm-pill crm-pill-neutral">待办</span>
<span className="text-xs text-slate-400 dark:text-slate-500">{pendingTodos.length} 条未完成</span>
</div>
{pendingTodos.length ? (
<ul className="space-y-2.5 sm:space-y-3">
{pendingTodos.map((task: DashboardTodo) => (
<li key={task.id} className="group flex items-start gap-2.5 rounded-xl border border-white/80 bg-white px-3 py-2.5 transition-all hover:bg-slate-50 dark:border-slate-700/60 dark:bg-slate-900/40 dark:hover:bg-slate-800 sm:gap-3 sm:p-3">
<button
type="button"
onClick={() => void handleCompleteTodo(task.id)}
disabled={completingTodoId === task.id}
className="mt-0.5 flex h-5 w-5 shrink-0 items-center justify-center rounded-full border-2 border-slate-300 text-transparent transition-colors hover:border-violet-500 disabled:cursor-not-allowed disabled:opacity-60 dark:border-slate-600 dark:hover:border-violet-400"
aria-label={`完成待办：${getTodoDisplayTitle(task)}`}
>
<Check className="h-3 w-3" />
</button>
<div className="min-w-0 flex-1">
<p className="truncate text-sm text-slate-700 transition-colors group-hover:text-slate-900 dark:text-slate-300 dark:group-hover:text-white">
{getTodoDisplayTitle(task)}
</p>
</div>
</li>
))}
</ul>
{hasMoreTodos && !showAllTodos ? (
) : (
<div className="crm-empty-state rounded-xl border border-dashed border-slate-200 px-4 py-5 dark:border-slate-700">
暂无未完成待办
</div>
)}
</div>
<div className="crm-card-subtle rounded-xl p-3 sm:p-4">
<button
type="button"
onClick={() => setShowAllTodos(true)}
className="mt-4 w-full rounded-xl border border-dashed border-slate-200 dark:border-slate-700 px-3 py-2 text-sm font-medium text-slate-500 transition-colors hover:border-violet-300 hover:text-violet-600 dark:text-slate-400 dark:hover:border-violet-700 dark:hover:text-violet-400"
onClick={() => setHistoryExpanded((current) => !current)}
className="flex w-full items-center justify-between rounded-xl border border-slate-200 bg-white px-4 py-3 text-left transition-colors hover:border-violet-300 hover:bg-violet-50/50 dark:border-slate-700 dark:bg-slate-900/40 dark:hover:border-violet-600 dark:hover:bg-slate-800"
>
...
<div className="flex items-center gap-2">
<span className="crm-pill crm-pill-violet">历史</span>
<span className="text-xs text-slate-400 dark:text-slate-500">{historyTodos.length} 条已完成</span>
</div>
<span className="text-sm font-medium text-slate-500 dark:text-slate-400">
{historyExpanded ? "收起" : "展开"}
</span>
</button>
{historyExpanded ? (
historyTodos.length ? (
<>
<ul className="mt-3 space-y-2.5 sm:space-y-3">
{visibleHistoryTodos.map((task: DashboardTodo) => (
<li key={task.id} className="flex items-start gap-2.5 rounded-xl border border-white/80 bg-white px-3 py-2.5 dark:border-slate-700/60 dark:bg-slate-900/40 sm:gap-3 sm:p-3">
<div className="mt-1 flex h-5 w-5 shrink-0 items-center justify-center rounded-full bg-emerald-500 text-white">
<Check className="h-3 w-3" />
</div>
<div className="min-w-0 flex-1">
<p className="truncate text-sm text-slate-500 line-through dark:text-slate-400">
{getTodoDisplayTitle(task)}
</p>
</div>
</li>
))}
</ul>
{hasMoreHistoryTodos ? (
<button
type="button"
onClick={() => setShowAllHistoryTodos((current) => !current)}
className="mt-3 w-full rounded-xl border border-dashed border-slate-200 px-3 py-2 text-sm font-medium text-slate-500 transition-colors hover:border-violet-300 hover:text-violet-600 dark:border-slate-700 dark:text-slate-400 dark:hover:border-violet-700 dark:hover:text-violet-400"
>
{showAllHistoryTodos ? "收起历史明细" : `展开更多 (${historyTodos.length})`}
</button>
) : null}
</>
) : (
<div className="crm-empty-state mt-3 rounded-xl border border-dashed border-slate-200 px-4 py-6 dark:border-slate-700">
暂无历史待办
</div>
)
) : null}
</div>
</div>
</motion.div>
<motion.div
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
transition={{ delay: 0.5 }}
className="rounded-2xl border border-slate-100 dark:border-slate-800 bg-white dark:bg-slate-900/50 p-6 shadow-sm backdrop-blur-sm"
className="crm-card crm-card-pad-lg rounded-2xl"
>
<h2 className="mb-4 text-lg font-semibold text-slate-900 dark:text-white">最新动态</h2>
<div className="space-y-5">
<div className="crm-section-stack sm:gap-5">
{visibleActivities.map((news: DashboardActivity, i: number) => (
<div key={news.id ?? i} className="flex gap-4">
<div className="relative mt-1 flex h-3 w-3 items-center justify-center">
@ -133,7 +246,7 @@ export default function Dashboard() {
</div>
<div>
<p className="text-sm font-medium text-slate-900 dark:text-white">{news.title || "无"}</p>
<p className="text-xs text-slate-500 dark:text-slate-400 mt-0.5">{news.content || "无"}</p>
<p className="crm-field-note mt-0.5">{news.content || "无"}</p>
<p className="mt-1 text-[10px] text-slate-400 dark:text-slate-500">{news.timeText || "无"}</p>
</div>
</div>
@ -143,13 +256,102 @@ export default function Dashboard() {
<button
type="button"
onClick={() => setShowAllActivities(true)}
className="mt-4 w-full rounded-xl border border-dashed border-slate-200 dark:border-slate-700 px-3 py-2 text-sm font-medium text-slate-500 transition-colors hover:border-violet-300 hover:text-violet-600 dark:text-slate-400 dark:hover:border-violet-700 dark:hover:text-violet-400"
className="mt-4 w-full rounded-xl border border-dashed border-slate-200 px-3 py-2 text-sm font-medium text-slate-500 transition-colors hover:border-violet-300 hover:text-violet-600 dark:border-slate-700 dark:text-slate-400 dark:hover:border-violet-700 dark:hover:text-violet-400"
>
...
</button>
) : null}
</motion.div>
</div>
</>
)}
</div>
);
}
function DashboardSkeleton() {
return (
<>
<div className="grid grid-cols-2 gap-2.5 sm:gap-4 xl:grid-cols-4">
{[0, 1, 2, 3].map((item) => (
<div
key={`dashboard-stat-skeleton-${item}`}
className="crm-card rounded-xl p-3 sm:rounded-2xl sm:p-5"
>
<div className="flex items-center gap-2.5 sm:gap-4">
<div className="h-9 w-9 animate-pulse rounded-lg bg-slate-100 dark:bg-slate-800 sm:h-12 sm:w-12 sm:rounded-xl" />
<div className="min-w-0 flex-1 space-y-2">
<div className="h-3 w-20 animate-pulse rounded bg-slate-100 dark:bg-slate-800 sm:h-4" />
<div className="h-6 w-10 animate-pulse rounded bg-slate-100 dark:bg-slate-800 sm:h-8" />
</div>
</div>
</div>
))}
</div>
<div className="grid gap-5 md:grid-cols-2 md:gap-6">
<div className="crm-card crm-card-pad-lg rounded-2xl">
<div className="mb-4 flex items-center justify-between">
<div className="h-5 w-20 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
<div className="h-3 w-12 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
</div>
<div className="crm-section-stack sm:gap-5">
<div className="crm-card-subtle rounded-xl p-3 sm:p-4">
<div className="mb-3 flex items-center gap-2">
<div className="h-6 w-10 animate-pulse rounded-full bg-slate-100 dark:bg-slate-800" />
<div className="h-3 w-20 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
</div>
<div className="space-y-3">
{[0, 1].map((item) => (
<div key={`todo-skeleton-${item}`} className="flex items-start gap-3 rounded-xl border border-white/80 bg-white px-3 py-3 dark:border-slate-700/60 dark:bg-slate-900/40">
<div className="mt-0.5 h-5 w-5 animate-pulse rounded-full bg-slate-100 dark:bg-slate-800" />
<div className="flex-1 space-y-2">
<div className="h-3 w-11/12 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
<div className="h-3 w-2/3 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
</div>
</div>
))}
</div>
</div>
<div className="crm-card-subtle rounded-xl p-3 sm:p-4">
<div className="flex items-center justify-between rounded-xl border border-slate-200 bg-white px-4 py-3 dark:border-slate-700 dark:bg-slate-900/40">
<div className="flex items-center gap-2">
<div className="h-6 w-10 animate-pulse rounded-full bg-slate-100 dark:bg-slate-800" />
<div className="h-3 w-20 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
</div>
<div className="h-4 w-10 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
</div>
</div>
</div>
</div>
<div className="crm-card crm-card-pad-lg rounded-2xl">
<div className="mb-4 h-5 w-24 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
<div className="crm-section-stack sm:gap-5">
{[0, 1, 2].map((item) => (
<div key={`activity-skeleton-${item}`} className="flex gap-4">
<div className="mt-1 h-3 w-3 animate-pulse rounded-full bg-violet-100 dark:bg-violet-500/20" />
<div className="flex-1 space-y-2">
<div className="h-4 w-32 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
<div className="h-3 w-full animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
<div className="h-3 w-10 animate-pulse rounded bg-slate-100 dark:bg-slate-800" />
</div>
</div>
))}
</div>
</div>
</div>
</>
);
}
function getTodoDisplayTitle(task: DashboardTodo) {
const title = task.title?.trim();
if (!title) {
return "无";
}
if (task.bizType === "report" && title.startsWith("明日工作计划：")) {
return title.slice("明日工作计划：".length).trim() || "明日工作计划";
}
return title;
}

956
frontend/src/pages/Expansion.tsx
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1235
frontend/src/pages/Opportunities.tsx
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111
frontend/src/pages/Profile.tsx
View File

@ -1,7 +1,6 @@
import { useEffect, useState, type ReactNode } from "react";
import { AnimatePresence, motion } from "motion/react";
import {
Bell,
BriefcaseBusiness,
ChevronRight,
CircleUserRound,
@ -34,7 +33,7 @@ import {
} from "@/lib/auth";
type MenuItem = {
key: "personal" | "notice" | "security" | "help";
key: "personal" | "security" | "help";
icon: typeof User;
label: string;
color: string;
@ -45,7 +44,6 @@ type EditableProfileForm = UpdateCurrentUserProfilePayload;
const MENU_ITEMS: MenuItem[] = [
{ key: "personal", icon: User, label: "个人资料", color: "text-blue-500 dark:text-blue-400", bg: "bg-blue-50 dark:bg-blue-500/10" },
{ key: "notice", icon: Bell, label: "消息通知", color: "text-amber-500 dark:text-amber-400", bg: "bg-amber-50 dark:bg-amber-500/10" },
{ key: "security", icon: Shield, label: "账号安全", color: "text-emerald-500 dark:text-emerald-400", bg: "bg-emerald-50 dark:bg-emerald-500/10" },
{ key: "help", icon: HelpCircle, label: "帮助中心", color: "text-violet-500 dark:text-violet-400", bg: "bg-violet-50 dark:bg-violet-500/10" },
];
@ -100,14 +98,14 @@ function PageModal({
initial={{ opacity: 0, y: 20 }}
animate={{ opacity: 1, y: 0 }}
exit={{ opacity: 0, y: 20 }}
className="fixed inset-0 z-50 p-0 sm:p-6"
className="fixed inset-0 z-50 px-0 pb-0 pt-[env(safe-area-inset-top)] sm:p-6"
>
<div className="mx-auto h-full w-full sm:max-w-3xl">
<div className="mx-auto h-[calc(100dvh-env(safe-area-inset-top))] w-full sm:h-full sm:max-w-3xl">
<div className="flex h-full flex-col overflow-hidden border border-slate-200 bg-white shadow-2xl dark:border-slate-800 dark:bg-slate-900 sm:rounded-3xl">
<div className="flex items-center justify-between border-b border-slate-100 px-5 py-4 dark:border-slate-800 sm:px-6">
<div>
<h2 className="text-lg font-semibold text-slate-900 dark:text-white">{title}</h2>
{subtitle ? <p className="mt-1 text-xs text-slate-500 dark:text-slate-400">{subtitle}</p> : null}
<h2 className="text-base font-semibold text-slate-900 dark:text-white sm:text-lg">{title}</h2>
{subtitle ? <p className="mt-1 text-xs leading-5 text-slate-500 dark:text-slate-400">{subtitle}</p> : null}
</div>
<button
onClick={onClose}
@ -117,7 +115,7 @@ function PageModal({
</button>
</div>
<div className="flex-1 overflow-y-auto px-5 py-5 sm:px-6">{children}</div>
{footer ? <div className="border-t border-slate-100 px-5 py-4 dark:border-slate-800 sm:px-6">{footer}</div> : null}
{footer ? <div className="border-t border-slate-100 px-5 pb-[calc(1rem+env(safe-area-inset-bottom))] pt-4 dark:border-slate-800 sm:px-6 sm:pb-4">{footer}</div> : null}
</div>
</div>
</motion.div>
@ -285,6 +283,10 @@ export default function Profile() {
setSecuritySuccess("");
};
const handleOpenHelp = () => {
window.alert("请联系系统管理员！");
};
const handleUpdatePassword = async () => {
if (securitySaving) {
return;
@ -334,57 +336,58 @@ export default function Profile() {
const currentPhone = displayText(currentUser?.phone);
return (
<div className="space-y-5 sm:space-y-6">
<header className="flex items-center justify-between">
<h1 className="text-2xl font-bold tracking-tight text-slate-900 dark:text-white">我的</h1>
<div className="crm-page-stack">
<header className="flex flex-wrap items-center justify-between gap-3">
<h1 className="text-xl font-bold tracking-tight text-slate-900 dark:text-white sm:text-2xl">我的</h1>
</header>
<motion.div
initial={{ opacity: 0, y: 10 }}
animate={{ opacity: 1, y: 0 }}
className="rounded-2xl border border-slate-100 bg-white p-4 shadow-sm backdrop-blur-sm transition-all dark:border-slate-800 dark:bg-slate-900/50 sm:p-6"
className="crm-card crm-card-pad-lg relative rounded-2xl transition-all"
>
<div className="flex flex-col gap-5 sm:flex-row sm:items-start sm:justify-between">
<button
onClick={() => void handleOpenProfile()}
className="absolute right-4 top-4 rounded-full bg-slate-50 p-2 text-slate-400 transition-colors hover:bg-slate-100 hover:text-slate-600 dark:bg-slate-800 dark:text-slate-500 dark:hover:bg-slate-700 dark:hover:text-slate-300 sm:right-6 sm:top-6"
>
<Settings className="h-5 w-5" />
</button>
<div className="flex flex-col gap-5 pr-12 sm:flex-row sm:items-start">
<div className="flex items-center gap-4">
<div className="flex h-16 w-16 shrink-0 items-center justify-center rounded-full bg-violet-100 text-2xl font-bold text-violet-600 dark:bg-violet-500/20 dark:text-violet-400">
{avatarText}
</div>
<div className="min-w-0 flex-1">
<h2 className="truncate text-xl font-bold text-slate-900 dark:text-white">{displayName}</h2>
<div className="mt-1 text-sm text-slate-500 dark:text-slate-400">
<h2 className="truncate text-lg font-bold text-slate-900 dark:text-white sm:text-xl">{displayName}</h2>
<div className="mt-1 text-xs leading-5 text-slate-500 dark:text-slate-400 sm:text-sm">
<p>部门：{orgNames}</p>
<p>岗位：{roleNames}</p>
</div>
</div>
</div>
<button
onClick={() => void handleOpenProfile()}
className="self-end rounded-full bg-slate-50 p-2 text-slate-400 transition-colors hover:bg-slate-100 hover:text-slate-600 dark:bg-slate-800 dark:text-slate-500 dark:hover:bg-slate-700 dark:hover:text-slate-300 sm:self-start"
>
<Settings className="h-5 w-5" />
</button>
</div>
<div className="mt-6 grid grid-cols-1 gap-3 border-t border-slate-50 pt-6 dark:border-slate-800/50 sm:grid-cols-3 sm:gap-0 sm:divide-x sm:divide-slate-100 dark:sm:divide-slate-800">
<div className="mt-6 grid grid-cols-3 gap-2.5 border-t border-slate-50 pt-6 dark:border-slate-800/50 sm:gap-0 sm:divide-x sm:divide-slate-100 dark:sm:divide-slate-800">
<button
type="button"
onClick={handleNavigateToMonthlyOpportunity}
className="rounded-2xl bg-slate-50 px-4 py-4 text-center transition-colors hover:bg-slate-100 active:scale-[0.99] dark:bg-slate-800/40 dark:hover:bg-slate-800 sm:rounded-none sm:bg-transparent sm:px-2"
className="rounded-2xl bg-slate-50 px-2 py-4 text-center transition-colors hover:bg-slate-100 active:scale-[0.99] dark:bg-slate-800/40 dark:hover:bg-slate-800 sm:rounded-none sm:bg-transparent sm:px-2"
>
<p className="text-2xl font-bold text-slate-900 dark:text-white">{numericValue(overview?.monthlyOpportunityCount)}</p>
<p className="mt-1 text-xs text-slate-500 dark:text-slate-400">本月商机</p>
<p className="text-lg font-bold text-slate-900 dark:text-white sm:text-2xl">{numericValue(overview?.monthlyOpportunityCount)}</p>
<p className="mt-1 text-[11px] text-slate-500 dark:text-slate-400">本月商机</p>
</button>
<button
type="button"
onClick={handleNavigateToMonthlyExpansion}
className="rounded-2xl bg-slate-50 px-4 py-4 text-center transition-colors hover:bg-slate-100 active:scale-[0.99] dark:bg-slate-800/40 dark:hover:bg-slate-800 sm:rounded-none sm:bg-transparent sm:px-2"
className="rounded-2xl bg-slate-50 px-2 py-4 text-center transition-colors hover:bg-slate-100 active:scale-[0.99] dark:bg-slate-800/40 dark:hover:bg-slate-800 sm:rounded-none sm:bg-transparent sm:px-2"
>
<p className="text-2xl font-bold text-slate-900 dark:text-white">{numericValue(overview?.monthlyExpansionCount)}</p>
<p className="mt-1 text-xs text-slate-500 dark:text-slate-400">本月拓展</p>
<p className="text-lg font-bold text-slate-900 dark:text-white sm:text-2xl">{numericValue(overview?.monthlyExpansionCount)}</p>
<p className="mt-1 text-[11px] text-slate-500 dark:text-slate-400">本月拓展</p>
</button>
<div className="rounded-2xl bg-slate-50 px-4 py-4 text-center dark:bg-slate-800/40 sm:rounded-none sm:bg-transparent sm:px-2">
<p className="text-2xl font-bold text-slate-900 dark:text-white">{numericValue(overview?.averageScore)}</p>
<p className="mt-1 text-xs text-slate-500 dark:text-slate-400">平均分</p>
<div className="rounded-2xl bg-slate-50 px-2 py-4 text-center dark:bg-slate-800/40 sm:rounded-none sm:bg-transparent sm:px-2">
<p className="text-lg font-bold text-slate-900 dark:text-white sm:text-2xl">{numericValue(overview?.averageScore)}</p>
<p className="mt-1 text-[11px] text-slate-500 dark:text-slate-400">平均分</p>
</div>
</div>
</motion.div>
@ -393,7 +396,7 @@ export default function Profile() {
initial={{ opacity: 0, y: 10 }}
animate={{ opacity: 1, y: 0 }}
transition={{ delay: 0.1 }}
className="overflow-hidden rounded-2xl border border-slate-100 bg-white shadow-sm backdrop-blur-sm transition-all dark:border-slate-800 dark:bg-slate-900/50"
className="crm-card overflow-hidden rounded-2xl transition-all"
>
<ul className="divide-y divide-slate-50 dark:divide-slate-800/50">
<li>
@ -420,6 +423,8 @@ export default function Profile() {
? () => void handleOpenProfile()
: item.key === "security"
? handleOpenSecurity
: item.key === "help"
? handleOpenHelp
: undefined
}
className="flex w-full items-center justify-between p-4 text-left transition-colors hover:bg-slate-50 dark:hover:bg-slate-800/50"
@ -457,14 +462,14 @@ export default function Profile() {
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-end">
<button
onClick={handleCloseProfile}
className="rounded-xl border border-slate-200 bg-white px-4 py-3 text-sm font-medium text-slate-700 transition-colors hover:bg-slate-50 dark:border-slate-700 dark:bg-slate-800 dark:text-slate-300 dark:hover:bg-slate-700"
className="crm-btn rounded-xl border border-slate-200 bg-white text-slate-700 transition-colors hover:bg-slate-50 dark:border-slate-700 dark:bg-slate-800 dark:text-slate-300 dark:hover:bg-slate-700"
>
取消
</button>
<button
onClick={() => void handleSave()}
disabled={saving || detailLoading}
className="rounded-xl bg-violet-600 px-4 py-3 text-sm font-medium text-white shadow-sm transition-colors hover:bg-violet-700 disabled:cursor-not-allowed disabled:opacity-60"
className="crm-btn rounded-xl bg-violet-600 text-white shadow-sm transition-colors hover:bg-violet-700 disabled:cursor-not-allowed disabled:opacity-60"
>
{saving ? "保存中..." : "保存资料"}
</button>
@ -476,8 +481,8 @@ export default function Profile() {
{error}
</div>
) : (
<div className="space-y-6">
<div className="flex flex-col gap-4 rounded-2xl border border-slate-100 bg-slate-50/70 p-4 dark:border-slate-800 dark:bg-slate-800/20 sm:flex-row sm:items-center">
<div className="crm-modal-stack">
<div className="crm-form-section sm:flex-row sm:items-center">
<div className="flex h-16 w-16 items-center justify-center rounded-full bg-violet-100 text-2xl font-bold text-violet-600 dark:bg-violet-500/20 dark:text-violet-400">
{(form.displayName || currentUser?.displayName || "无").slice(0, 1)}
</div>
@ -491,18 +496,18 @@ export default function Profile() {
</div>
</div>
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
<div className="crm-form-grid">
<label className="space-y-2">
<span className="text-sm font-medium text-slate-700 dark:text-slate-300">显示名称</span>
<input
value={form.displayName || ""}
onChange={(event) => setForm((current) => ({ ...current, displayName: event.target.value }))}
className="w-full rounded-xl border border-slate-200 bg-white px-4 py-3 text-sm outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
/>
</label>
<label className="space-y-2">
<span className="text-sm font-medium text-slate-700 dark:text-slate-300">用户名</span>
<div className="w-full rounded-xl border border-slate-200 bg-slate-50 px-4 py-3 text-sm text-slate-500 dark:border-slate-800 dark:bg-slate-800/40 dark:text-slate-400">
<div className="crm-input-box-readonly crm-input-text w-full border border-slate-200 bg-slate-50 text-slate-500 dark:border-slate-800 dark:bg-slate-800/40 dark:text-slate-400">
{displayText(currentUser?.username)}
</div>
</label>
@ -514,7 +519,7 @@ export default function Profile() {
<input
value={form.phone || ""}
onChange={(event) => setForm((current) => ({ ...current, phone: event.target.value }))}
className="w-full rounded-xl border border-slate-200 bg-white px-4 py-3 text-sm outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
/>
</label>
<label className="space-y-2">
@ -525,13 +530,13 @@ export default function Profile() {
<input
value={form.email || ""}
onChange={(event) => setForm((current) => ({ ...current, email: event.target.value }))}
className="w-full rounded-xl border border-slate-200 bg-white px-4 py-3 text-sm outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
className="crm-input-box crm-input-text w-full border border-slate-200 bg-white outline-none focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50"
/>
</label>
</div>
<div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
<div className="rounded-2xl border border-slate-100 bg-slate-50/70 p-4 dark:border-slate-800 dark:bg-slate-800/20">
<div className="crm-form-grid">
<div className="crm-form-section">
<div className="flex items-center gap-2 text-sm font-semibold text-slate-900 dark:text-white">
<BriefcaseBusiness className="h-4 w-4 text-violet-500" />
岗位信息
@ -541,7 +546,7 @@ export default function Profile() {
<p>状态：{displayText(overview?.accountStatus)}</p>
</div>
</div>
<div className="rounded-2xl border border-slate-100 bg-slate-50/70 p-4 dark:border-slate-800 dark:bg-slate-800/20">
<div className="crm-form-section">
<div className="flex items-center gap-2 text-sm font-semibold text-slate-900 dark:text-white">
<MapPinned className="h-4 w-4 text-emerald-500" />
组织信息
@ -556,7 +561,7 @@ export default function Profile() {
</div>
</div>
<div className="grid grid-cols-1 gap-3 sm:grid-cols-2">
<div className="crm-form-grid">
<div className="rounded-xl border border-slate-100 bg-slate-50/70 px-4 py-3 text-sm text-slate-500 dark:border-slate-800 dark:bg-slate-800/20 dark:text-slate-400">
当前手机号：{currentPhone}
</div>
@ -588,28 +593,28 @@ export default function Profile() {
<div className="flex flex-col-reverse gap-3 sm:flex-row sm:justify-end">
<button
onClick={handleCloseSecurity}
className="rounded-xl border border-slate-200 bg-white px-4 py-3 text-sm font-medium text-slate-700 transition-colors hover:bg-slate-50 dark:border-slate-700 dark:bg-slate-800 dark:text-slate-300 dark:hover:bg-slate-700"
className="crm-btn rounded-xl border border-slate-200 bg-white text-slate-700 transition-colors hover:bg-slate-50 dark:border-slate-700 dark:bg-slate-800 dark:text-slate-300 dark:hover:bg-slate-700"
>
关闭
</button>
<button
onClick={() => void handleUpdatePassword()}
disabled={securitySaving}
className="rounded-xl bg-emerald-600 px-4 py-3 text-sm font-medium text-white shadow-sm transition-colors hover:bg-emerald-700 disabled:cursor-not-allowed disabled:opacity-60"
className="crm-btn rounded-xl bg-emerald-600 text-white shadow-sm transition-colors hover:bg-emerald-700 disabled:cursor-not-allowed disabled:opacity-60"
>
{securitySaving ? "提交中..." : "更新密码"}
</button>
</div>
)}
>
<div className="space-y-6">
<div className="rounded-2xl border border-slate-100 bg-slate-50/70 p-4 dark:border-slate-800 dark:bg-slate-800/20">
<div className="crm-modal-stack">
<div className="crm-form-section">
<p className="text-sm text-slate-600 dark:text-slate-300">
为了账号安全，请先输入当前密码，再设置新密码。
</p>
</div>
<div className="grid grid-cols-1 gap-4">
<div className="crm-section-stack">
<label className="space-y-2">
<span className="text-sm font-medium text-slate-700 dark:text-slate-300">当前密码</span>
<div className="relative">
@ -618,7 +623,7 @@ export default function Profile() {
autoComplete="current-password"
value={securityForm.oldPassword}
onChange={(event) => setSecurityForm((current) => ({ ...current, oldPassword: event.target.value }))}
className="w-full rounded-xl border border-slate-200 bg-white px-4 py-3 pr-12 text-sm outline-none focus:border-emerald-500 focus:ring-1 focus:ring-emerald-500 dark:border-slate-800 dark:bg-slate-900/50"
className="crm-input-box crm-input-text w-full border border-slate-200 bg-white pr-12 outline-none focus:border-emerald-500 focus:ring-1 focus:ring-emerald-500 dark:border-slate-800 dark:bg-slate-900/50"
/>
<button
type="button"
@ -639,7 +644,7 @@ export default function Profile() {
autoComplete="new-password"
value={securityForm.newPassword}
onChange={(event) => setSecurityForm((current) => ({ ...current, newPassword: event.target.value }))}
className="w-full rounded-xl border border-slate-200 bg-white px-4 py-3 pr-12 text-sm outline-none focus:border-emerald-500 focus:ring-1 focus:ring-emerald-500 dark:border-slate-800 dark:bg-slate-900/50"
className="crm-input-box crm-input-text w-full border border-slate-200 bg-white pr-12 outline-none focus:border-emerald-500 focus:ring-1 focus:ring-emerald-500 dark:border-slate-800 dark:bg-slate-900/50"
/>
<button
type="button"
@ -660,7 +665,7 @@ export default function Profile() {
autoComplete="new-password"
value={securityForm.confirmPassword}
onChange={(event) => setSecurityForm((current) => ({ ...current, confirmPassword: event.target.value }))}
className="w-full rounded-xl border border-slate-200 bg-white px-4 py-3 pr-12 text-sm outline-none focus:border-emerald-500 focus:ring-1 focus:ring-emerald-500 dark:border-slate-800 dark:bg-slate-900/50"
className="crm-input-box crm-input-text w-full border border-slate-200 bg-white pr-12 outline-none focus:border-emerald-500 focus:ring-1 focus:ring-emerald-500 dark:border-slate-800 dark:bg-slate-900/50"
/>
<button
type="button"

2667
frontend/src/pages/Work.tsx
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5
frontend/src/pages/login.css
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@ -2,7 +2,8 @@
position: relative;
min-height: 100vh;
min-height: 100dvh;
overflow: hidden;
overflow-x: hidden;
overflow-y: auto;
background:
radial-gradient(circle at top left, rgba(139, 92, 246, 0.12), transparent 34%),
radial-gradient(circle at bottom right, rgba(59, 130, 246, 0.08), transparent 30%),
@ -310,6 +311,7 @@
.login-page-grid {
grid-template-columns: 1fr;
gap: 28px;
align-items: start;
padding-top: max(24px, env(safe-area-inset-top));
padding-bottom: max(24px, env(safe-area-inset-bottom));
}
@ -325,6 +327,7 @@
}
.login-panel {
order: -1;
justify-content: flex-start;
}
}

1
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@ -0,0 +1 @@
/// <reference types="vite/client" />

11
frontend/vite.config.ts
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@ -1,3 +1,4 @@
import fs from 'fs';
import tailwindcss from '@tailwindcss/vite';
import react from '@vitejs/plugin-react';
import path from 'path';
@ -5,6 +6,15 @@ import {defineConfig, loadEnv} from 'vite';
export default defineConfig(({mode}) => {
const env = loadEnv(mode, '.', '');
const certPath = path.resolve(__dirname, '.cert/dev.crt');
const keyPath = path.resolve(__dirname, '.cert/dev.key');
const https =
fs.existsSync(certPath) && fs.existsSync(keyPath)
? {
cert: fs.readFileSync(certPath),
key: fs.readFileSync(keyPath),
}
: undefined;
return {
plugins: [react(), tailwindcss()],
define: {
@ -16,6 +26,7 @@ export default defineConfig(({mode}) => {
},
},
server: {
https,
// HMR is disabled in AI Studio via DISABLE_HMR env var.
// Do not modify—file watching is disabled to prevent flickering during agent edits.
hmr: process.env.DISABLE_HMR !== 'true',

54
frontend1/IMPLEMENTATION_PLAN.md 100644
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@ -0,0 +1,54 @@
# IMPLEMENTATION_PLAN.md - Login Page Optimization
## Stage 1: Visual and Functional Refinement of Login Page
Goal:
- Refine the login page UI based on standard high-quality admin dashboard patterns and the provided design reference.
- Improve the interaction for captcha and device code acquisition.
Success Criteria:
- A more professional and visually balanced layout.
- Clearer separation between standard login and device-bound login.
- Responsive design working across mobile and desktop.
Tests:
- Verify captcha refreshing on click.
- Verify login flow with and without device code.
- Verify responsive layout at 1200px, 980px, and 640px.
Status:
- Complete
## Stage 2: Dashboard Layout and Dynamic Menu
Goal:
- Implement a professional dashboard layout with stats and recent activities.
- Make the sidebar menu dynamic based on backend permission data.
Success Criteria:
- Dashboard shows meaningful stats cards and status indicators.
- Sidebar reflects the permissions/menus defined in the backend.
Tests:
- Verify that changing permission status in backend updates the sidebar.
- Verify dashboard responsiveness.
Status:
- In Progress
## Stage 3: User-Role and Role-Permission Binding Pages
Goal:
- Add admin pages for binding users to roles and roles to permissions.
Success Criteria:
- Two new pages available at /user-roles and /role-permissions.
- Role and permission selection UI with save actions wired to API endpoints.
Tests:
- Select user and roles, then save.
- Select role and permissions, then save.
- Verify behavior when APIs are missing or return errors.
Status:
- In Progress

199
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@ -0,0 +1,199 @@
# AGENTS.md（Frontend）
## 一、项目定位
本模块为 **后台管理 Web 页面**，用于：
* 用户 / 角色 / 权限管理
* 设备管理
* 任务与状态查看
这是一个 **管理后台系统**，不是面向终端用户的产品页面，设计以“效率与稳定”为首要目标。
---
## 二、技术栈（必须遵守）
* React: **18**
* Language: **TypeScript**
* UI Library: **Ant Design**
* Router: React Router
* HTTP: Axios
* State: React Hooks（必要时可用 Zustand / Redux）
* Build: Vite 或 CRA（以项目实际为准）
⚠️ 禁止引入与 Ant Design 冲突的 UI 框架或样式体系。
---
## 三、目录结构约定
```
src
├── api # 后端接口封装
├── components # 通用组件
├── layouts # 页面布局
├── pages # 页面级组件
├── routes # 路由定义
├── hooks # 自定义 hooks
├── utils # 工具函数
└── types # TS 类型定义
```
---
## 四、角色与理念
你是一位**务实型前端开发者 Agent**，目标是：
> 以清晰的数据流和稳定的交互，构建易维护的管理后台。
> 阅读对应的后端controller了解接口
### 核心原则
* 优先使用frontend/src/components/shared中的组件 如果是typeScript 需要修改为typeScript
* 清晰的意图胜于技巧性的实现
* 组件简单直观优于过度抽象
* 奥卡姆剃刀：不必要的复杂度一律删除
* 组合优于继承
* 显式状态优于隐式副作用
### 编码风格
* 准确简洁，贴近业务语义
* 小修改不输出摘要
* 拒绝炫技与过度封装
---
## 五、开发流程（强制）
### 行为约束
1. 在执行任何修改前，必须**阅读并遵守**本项目的设计文档（位于 `docs/design/`）。
2. 所有功能改动都必须更新设计文档
3. 遵循代码风格、目录结构和 Git 工作流规则
### 5.1 规划阶段
复杂页面必须先给出实现计划：
`IMPLEMENTATION_PLAN.md`
```
## Stage N: [Name]
Goal:
- 可交付界面或功能
Success Criteria:
- 可验证交互
Tests:
- 操作与边界场景
Status:
- Not Started | In Progress | Complete
```
---
### 5.2 实现循环
1. **理解**
* 查找 ≥3 个相似页面
* 遵循项目交互约定
2. **测试/验证**
* 先定义接口与数据结构
* 明确边界与异常
3. **实现**
* 最小可用组件
* 先通再优
4. **重构**
* 保证可读与可复用
---
### 5.3 三次机会规则
同一问题最多尝试 **3 次**：
若仍失败，必须输出：
* 已尝试方案
* 具体错误
* 类似实现对比
* 根本性问题反思
---
## 六、质量关卡（DoD）
交付前必须：
* 类型检查通过
* 无 ESLint 警告
* 接口异常已处理
* 表单有校验
* 交互可回滚
* 不随意引入新依赖
---
## 七、UI 与交互准则
* 严格使用 Ant Design 组件
* 表单必须：
* 校验
* 防重复提交
* 明确错误提示
* 表格必须：
* 分页
* 加载态
* 空状态
* 接口必须：
* 统一封装
* 错误拦截
* 类型定义
---
## 八、代码规范
* 页面 = 容器 + 组件
* 禁止：
* 页面直调 axios
* any 类型
* 过度全局状态
* 组件内写业务接口
* 数据流：
API → Hooks → Page → Component
---
## 九、与后端协同
* 所有接口走 `src/api`
* 类型以后端契约为准
* 使用统一 Result 结构
* 不模拟后端业务逻辑
---
**一句话原则：**
> 用最直接的组件 + 最清晰的状态 + 最稳定的交互，
> 构建可长期维护的管理后台。

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<!doctype html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8" />
<link rel="icon" type="image/svg+xml" href="/logo.svg" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>UnisBase - 智能会议系统</title>
</head>
<body>
<div id="root"></div>
<script type="module" src="/src/main.tsx"></script>
</body>
</html>

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