查重试玩（消费侧试玩 · 配置走上方查重设置单例；信用代码恒开无配置）
@@ -530,7 +617,7 @@ async function loginByUid() {
localStorage.setItem('e2c_me', JSON.stringify(me));
paintWho();
toast('登录成功: ' + (me.userName || me.nickName || uid), 'ok');
- S.page = 1; loadList(); loadSummary();
+ switchWs(S.ws);
} catch (e) { toast('登录异常: ' + e.message, 'err'); }
}
function switchUser(uid) { $('uidInput').value = uid; loginByUid(); }
@@ -546,11 +633,32 @@ function switchTab(t) {
}
/* ================= 客户列表 ================= */
-const S = { ws: 'mine', page: 1, size: 10, total: 0, rows: [], picked: new Set() };
-function switchWs(ws) {
- S.ws = ws; S.page = 1; S.picked.clear(); paintPick();
+const S = { ws: 'mine', page: 1, size: 10, total: 0, rows: [], picked: new Set(), form: 'list', savedViewId: null, savedViews: [], bCol: 'stage' };
+const CUST_TYPE = { customer_type_01: '总包', customer_type_02: '工程商', customer_type_03: '投资方', customer_type_04: '设计院', customer_type_05: '集成商', customer_type_06: '投标公司' }; // field-alignment 字典专节（DictDataInitializer 种子同值）
+const BOARD_GROUP = { stage: { 1: '潜在', 2: '重潜', 3: '已成交' }, star: { 1: '★1', 2: '★2', 3: '★3', 4: '★4', 5: '★5' }, relation: { 1: '★1', 2: '★2', 3: '★3', 4: '★4', 5: '★5' } };
+const wsScope = () => 'customer.' + S.ws;
+function typeName(code) { return CUST_TYPE[code] || code || '--'; }
+function industryName(code) {
+ if (!code) return '--';
+ for (const g of INDUSTRY) {
+ if (g.code === code) return g.name;
+ for (const c of (g.children || [])) if (c.code === code) return c.name;
+ }
+ return code;
+}
+async function switchWs(ws) {
+ S.ws = ws; S.page = 1; S.picked.clear(); S.savedViewId = null; paintPick();
document.querySelectorAll('#tab-list .viewbar [data-ws]').forEach(b => b.classList.toggle('on', b.dataset.ws === ws));
- loadList(); loadSummary();
+ paintFormOptions();
+ $('i06Note').style.display = ws === 'pool' ? '' : 'none';
+ loadSavedViews();
+ loadForm();
+ loadList();
+}
+function fltReset() {
+ ['fStage', 'fType', 'fStar', 'fRelStar', 'fIndustry', 'fProvince'].forEach(id => { $(id).value = ''; });
+ $('fArchive').value = '1';
+ S.page = 1; loadList();
}
async function loadList(dir) {
if (!TOKEN()) { $('listHint').textContent = '请先登录'; return; }
@@ -560,12 +668,19 @@ async function loadList(dir) {
try {
const d = await api('/api/customer/workspace/page', {
method: 'POST',
- body: qs({ workspace: S.ws, current: S.page, size: S.size, viewType: $('fViewType').value, keyword: $('fKeyword').value.trim() })
+ body: qs({
+ workspace: S.ws, current: S.page, size: S.size, viewType: $('fViewType').value, keyword: $('fKeyword').value.trim(),
+ archiveStatus: $('fArchive').value, customerStage: $('fStage').value, customerType: $('fType').value,
+ customerStarLevel: $('fStar').value, relationStarLevel: $('fRelStar').value,
+ industryCode: $('fIndustry').value.trim(), provinceCode: $('fProvince').value.trim(),
+ savedViewId: ($('fViewType').value === 'RECENT' ? '' : (S.savedViewId || ''))
+ })
});
S.rows = (d && d.content) || [];
S.total = (d && d.total) || 0;
if (!S.rows.length && S.page > 1) { S.page = 1; return loadList(); }
- $('listBody').innerHTML = S.rows.length ? S.rows.map(rowHtml).join('') : '
| 无数据 |
';
+ paintHead();
+ $('listBody').innerHTML = S.rows.length ? S.rows.map(rowHtml).join('') : '
| 无数据 |
';
$('pageInfo').textContent = '第 ' + S.page + ' 页 / 共 ' + S.total + ' 条';
$('listHint').textContent = '';
paintPick();
@@ -573,34 +688,158 @@ async function loadList(dir) {
}
function badge(txt, cls) { return '
' + esc(txt) + ''; }
function star(n) { return n ? '★'.repeat(Number(n)) : '--'; }
+/* 列组随 workspace 切换（原型差异：mine/overview 有负责人+部门，pool 无负责人列、加进入公海时间固定列） */
+function listCols() {
+ const base = ['关注', '客户名称', '编号', '阶段', '星级', '类型', '行业', '协议等级', 'VIP等级'];
+ const tail = ['商机数', '项目数', '最近跟进', '操作'];
+ return S.ws === 'pool' ? base.concat(['进入公海时间'], tail) : base.concat(['负责人', '所属部门'], tail);
+}
+function paintHead() {
+ $('listHead').innerHTML = '
| ' + listCols().map(h => '' + h + ' | ').join('') + '
|---|
';
+}
function rowHtml(r) {
const ck = S.picked.has(String(r.id)) ? ' checked' : '';
- return '
' +
- ' | ' +
- '' + (Number(r.focusFlag) ? '★' : '☆') + ' | ' +
- '' + esc(r.customerName) + ' | ' +
- '' + esc(r.customerNo) + ' | ' +
- '' + badge(STAGE[r.customerStage] || r.customerStage, r.customerStage === 3 ? 'b2' : 'b1') + ' | ' +
- '' + star(r.customerStarLevel) + ' | ' +
- '' + esc(r.ownerNameSnapshot || r.ownerUserNameSnapshot || r.ownerUserId) + ' | ' +
- '' + esc(r.ownerDeptNameSnapshot || '--') + ' | ' +
- '' + (r.opportunityCount == null ? '--' : r.opportunityCount) + ' | ' +
- '-- | ' +
- '' + esc(r.lastValidFollowTime || '--') + ' | ' +
- ' |
';
+ const nameClick = (S.form === 'split' ? 'splitPick' : 'openDetail') + '(\'' + r.id + '\')';
+ const c = [];
+ c.push('
| ');
+ c.push('
' + (Number(r.focusFlag) ? '★' : '☆') + ' | ');
+ c.push('
' + esc(r.customerName) + ' | ');
+ c.push('
' + esc(r.customerNo) + ' | ');
+ c.push('
' + badge(STAGE[r.customerStage] || r.customerStage, r.customerStage === 3 ? 'b2' : 'b1') + ' | ');
+ c.push('
' + star(r.customerStarLevel) + ' | ');
+ c.push('
' + esc(typeName(r.customerType)) + ' | ');
+ c.push('
' + esc(industryName(r.industryCode)) + ' | ');
+ c.push('
' + (r.strategicAgreementLevel == null ? '--' : esc(r.strategicAgreementLevel)) + ' | ');
+ c.push('
' + (r.vipCustomerLevel == null ? '--' : esc(r.vipCustomerLevel)) + ' | ');
+ if (S.ws === 'pool') c.push('
' + esc(r.enterPoolTime || '--') + ' | ');
+ else {
+ c.push('
' + esc(r.ownerNameSnapshot || r.ownerUserNameSnapshot || '--') + ' | ');
+ c.push('
' + esc(r.ownerDeptNameSnapshot || '--') + ' | ');
+ }
+ c.push('
' + (r.opportunityCount == null ? '--' : esc(r.opportunityCount)) + ' | ');
+ c.push('
' + (r.projectCount == null ? '--' : esc(r.projectCount)) + ' | '); // K5：三方漂移收敛=按实返回，null 兜底 "--"
+ c.push('
' + esc(r.lastValidFollowTime || '--') + ' | ');
+ c.push('
| ');
+ return '
' + c.join('') + '
';
}
function pick(id) { const k = String(id); if (S.picked.has(k)) S.picked.delete(k); else S.picked.add(k); paintPick(); }
function paintPick() { $('pickHint').textContent = S.picked.size ? '已勾选 ' + S.picked.size + ' 条：' + [...S.picked].join(', ') : '未勾选'; }
const pickedIds = () => [...S.picked];
-async function loadSummary() {
- const box = $('summaryBox');
- if (!TOKEN()) { box.textContent = '请先登录'; return; }
+
+/* ---- saved-view 自定义视图（票 10；scopeKey=customer.mine/overview/pool；RECENT 不接） ----
+ 契约（field-alignment #7）：save 为全平台唯一 @RequestBody JSON 例外（ADR-0017 范围外）；
+ 本期前端只提交 1 组条件（keyword like），conditions 为空数组=基础集。 */
+async function loadSavedViews() {
+ if (!TOKEN()) { S.savedViews = []; svPaint(); return; }
+ try { S.savedViews = (await api('/api/preference/view/list?scopeKey=' + wsScope())) || []; }
+ catch (e) { S.savedViews = []; }
+ svPaint();
+}
+function svPaint() {
+ const dis = $('fViewType').value === 'RECENT';
+ $('svSel').disabled = dis;
+ $('svSel').innerHTML = '
' +
+ S.savedViews.map(v => '
').join('');
+}
+async function svNew() {
+ if ($('fViewType').value === 'RECENT') return toast('RECENT 视图不接 saved-view', 'err');
+ const name = prompt('视图名称（存入 customer.' + S.ws + ' 作用域）', '');
+ if (!name) return;
+ const kw = $('fKeyword').value.trim();
+ const body = { name: name, isDefault: false, seqNo: (S.savedViews.length + 1) * 10,
+ conditions: kw ? [{ field: 'keyword', operator: 'like', value: kw }] : [] };
+ try {
+ const viewId = await api('/api/preference/view/save?scopeKey=' + wsScope(), { method: 'POST', headers: { 'Content-Type': 'application/json;charset=UTF-8' }, body: JSON.stringify(body) });
+ toast('视图已保存' + (viewId ? ': ' + viewId : ''), 'ok');
+ S.savedViewId = viewId || null;
+ await loadSavedViews();
+ S.page = 1; loadList();
+ } catch (e) { toast('保存视图失败: ' + e.message + codeSuffix(e), 'err'); }
+}
+function svPick(v) { S.savedViewId = v || null; S.page = 1; loadList(); }
+async function svSetDefault() {
+ if (!S.savedViewId) return toast('请先在下拉选中一个视图', 'err');
+ try { await api('/api/preference/view/set-default?scopeKey=' + wsScope() + '&viewId=' + S.savedViewId, { method: 'POST' }); toast('已设为默认视图', 'ok'); loadSavedViews(); }
+ catch (e) { toast('失败: ' + e.message + codeSuffix(e), 'err'); }
+}
+async function svDelete() {
+ if (!S.savedViewId) return toast('请先在下拉选中一个视图', 'err');
+ try { await api('/api/preference/view/delete?scopeKey=' + wsScope() + '&viewId=' + S.savedViewId, { method: 'POST' }); toast('视图已删除', 'ok'); S.savedViewId = null; loadSavedViews(); }
+ catch (e) { toast('失败: ' + e.message + codeSuffix(e), 'err'); }
+}
+
+/* ---- 形态偏好 view-form（票 10；list/split/board；pool 不给 board 选项=I-06 注记口径） ---- */
+function paintFormOptions() {
+ $('fForm').innerHTML = '
' + (S.ws === 'pool' ? '' : '
');
+}
+async function loadForm() {
+ try { S.form = (await api('/api/preference/view-form/get?scopeKey=' + wsScope())) || 'list'; }
+ catch (e) { S.form = 'list'; }
+ if (S.form === 'board' && S.ws === 'pool') S.form = 'list'; // I-06：保存侧对 pool+board 记忆成功，渲染侧不提供
+ paintForm();
+}
+function paintForm() {
+ const f = S.form === 'board' ? 'board' : (S.form === 'split' ? 'split' : 'list');
+ $('fForm').value = f;
+ $('listTable').style.display = f === 'board' ? 'none' : '';
+ $('boardBox').style.display = f === 'board' ? '' : 'none';
+ $('splitPanel').style.display = f === 'split' ? '' : 'none';
+ $('splitHint').style.display = f === 'split' ? '' : 'none';
+ if (f === 'board') loadBoard();
+}
+async function saveForm(v) {
+ if (!v) return;
+ if (S.ws === 'pool' && v === 'board') { paintForm(); return; } // pool 下拉无 board 选项，兜底不发送
+ try {
+ await api('/api/preference/view-form/save', { method: 'POST', body: qs({ scopeKey: wsScope(), viewForm: v }) });
+ S.form = v; toast('形态已保存: ' + v, 'ok');
+ } catch (e) { toast('保存形态失败: ' + e.message + codeSuffix(e), 'err'); }
+ paintForm();
+}
+
+/* ---- 看板视图（票 10；summary 显式 groupColumn，字段 cnt/groupValue（K3）；cards groupValue 必传） ---- */
+function cardHtml(r) {
+ return '
' +
+ '' + esc(r.customerName || '--') + ' ' + esc(r.customerNo || '--') + '
' +
+ '' + esc(STAGE[r.customerStage] || '--') + ' · ' + star(r.customerStarLevel) + ' · ' + esc(r.ownerNameSnapshot || r.ownerUserNameSnapshot || '无主') + '
';
+}
+async function loadBoard() {
+ const box = $('boardRow');
+ if (!TOKEN()) { box.innerHTML = '
请先登录'; return; }
+ box.innerHTML = '
看板加载中...';
+ const col = S.bCol;
try {
- const d = await api('/api/customer/workspace/board/summary', { method: 'POST', body: qs({ workspace: S.ws, viewType: $('fViewType').value }) });
- const items = Array.isArray(d) ? d : Object.entries(d || {}).map(([k, v]) => ({ key: k, count: (v && typeof v === 'object') ? (v.count != null ? v.count : v.total) : v }));
- box.className = 'sumcards';
- box.innerHTML = items.length ? items.map(it => '
' + esc(it.count != null ? it.count : '--') + '' + esc(it.name || it.key || '') + '
').join('') : '
空';
- } catch (e) { box.className = 'sumcards hint'; box.textContent = '汇总加载失败: ' + e.message; }
+ const sums = await api('/api/customer/workspace/board/summary', { method: 'POST', body: qs({ workspace: S.ws, viewType: $('fViewType').value, groupColumn: col }) });
+ const map = {};
+ (Array.isArray(sums) ? sums : []).forEach(it => { map[String(it.groupValue)] = it.cnt; });
+ const defs = Object.keys(BOARD_GROUP[col] || {}); // 空列骨架前端补全（summary 仅返回有数据分组）
+ const cardLists = await Promise.all(defs.map(gv =>
+ api('/api/customer/workspace/board/cards', { method: 'POST', body: qs({ workspace: S.ws, viewType: $('fViewType').value, groupColumn: col, groupValue: gv, current: 1, size: 20 }) }).catch(e => ({ err: e }))));
+ box.innerHTML = defs.map((gv, i) => {
+ const d = cardLists[i];
+ const rows = (d && d.content) || [];
+ const cards = d && d.err ? '
加载失败: ' + esc(d.err.message) + '
'
+ : (rows.length ? rows.map(cardHtml).join('') : '
空列
');
+ return '
' +
+ '
' + BOARD_GROUP[col][gv] + ' ' + esc(map[String(gv)] != null ? map[String(gv)] : '0') + '' +
+ '
' + cards + '
';
+ }).join('');
+ } catch (e) { box.innerHTML = '
看板加载失败: ' + esc(e.message) + codeSuffix(e) + ''; }
+}
+
+/* ---- 分屏形态占位（票 10；卡片=列表行子集） ---- */
+function splitPick(id) {
+ const r = S.rows.find(x => String(x.id) === String(id));
+ if (!r) return;
+ $('splitCard').innerHTML = '
' + esc(r.customerName || '--') + ' ' + esc(r.customerNo || '--') + '' +
+ '
' +
+ '
阶段' + esc(STAGE[r.customerStage] || '--') + '
' +
+ '
星级' + star(r.customerStarLevel) + '
' +
+ '
类型' + esc(typeName(r.customerType)) + '
' +
+ '
行业' + esc(industryName(r.industryCode)) + '
' +
+ '
负责人' + esc(r.ownerNameSnapshot || r.ownerUserNameSnapshot || '--') + '
' +
+ '
最近跟进' + esc(r.lastValidFollowTime || '--') + '
' +
+ '
「详情」按钮进入完整详情页。
';
}
/* ================= 联系人图谱/页签增强（票02 收编自 customer-contact-graph demo 修订⑧版） ================= */
@@ -622,6 +861,7 @@ const C = { list: [], query: { keyword: '', internal: '' }, checked: {}, editing
let revealed = {}; // id -> true（单点临时明文；列表/图谱共享）
let JOB_DICT = []; // [{cat, code, jobs:[{name, code, level}]}]
let SOURCE_DICT = []; // [{code, name}]
+let INDUSTRY = []; // 行业两级树 [{code, name, children:[{code, name}]}]（列表行业列字典翻译用）
let qaRows = [];
const wrap = $('graphWrap'), canvasInner = $('canvasInner'), edgeSvg = $('edgeSvg');
const custName = () => D.cname || ('客户 ' + (D.id || ''));
@@ -639,10 +879,12 @@ async function ensureDicts() {
if (dictLoaded) return;
const pair = await Promise.all([
api('/api/dict/item/tree?groupCode=job_title').catch(() => []),
- api('/api/dict/item/enabled-list?groupCode=contact_source').catch(() => [])
+ api('/api/dict/item/enabled-list?groupCode=contact_source').catch(() => []),
+ api('/api/dict/item/tree?groupCode=industry').catch(() => [])
]);
JOB_DICT = (pair[0] || []).map(g => ({ cat: g.name, code: g.code, jobs: (g.children || []).map(j => ({ name: j.name, code: j.code, level: j.level == null ? null : Number(j.level) })) }));
SOURCE_DICT = (pair[1] || []).map(s => ({ code: s.code, name: s.name }));
+ INDUSTRY = pair[2] || [];
dictLoaded = true;
}
/* 层级变化后一致性清理（用户拍板：同级不应有线；方向规则：上级层级必须 > 下级）：
@@ -927,7 +1169,7 @@ const DEFECT_LEDGER = {
{ id: 'G1', level: 'P2', ph: '跟进筛选无「操作人」', loc: '详情·页签3 筛选区', how: '①+②', copy: '后端 FollowPageParam 无操作人参数（G1），操作人筛选暂不可用' },
{ id: 'G2', level: 'P2', ph: '关联商机 7 字段 vs 原型 13 列', loc: '详情·页签4', how: '①+②', copy: '原型期望 13 列，后端契约 7 字段（G2，挂账跨模块票）；本页按实际契约渲染，缺列不补' },
{ id: 'G3', level: 'P2', ph: '团队成员缺职务/加入时间两列', loc: '详情·页签7', how: '①+②', copy: '后端 CustomerMemberDTO 未暴露（G3）；真源在实体，待 DTO 补列' },
- { id: 'G4', level: 'P2', ph: '系统信息四件套（创建/更新时间·人）恒 "--"', loc: '详情·页签1 系统信息区', how: '①+②', copy: '后端 CustomerDetailDTO 未暴露（G4），恒显 --' },
+ { id: 'G4', level: 'P2', ph: '系统信息创建人/更新人恒 "--"（创建/更新时间实测有值）', loc: '详情·页签1 系统信息区', how: '①+②', copy: '后端 CustomerDetailDTO 未暴露创建人/更新人（G4）；创建/更新时间经 BaseDTO 实测有值，如实渲染' },
{ id: 'G5', level: 'P2', ph: '联系人列表缺「负责人」列', loc: '详情·页签2 列表', how: '①+②', copy: 'ContactDTO 未暴露负责人快照（G5）' },
{ id: 'G6', level: 'P2', ph: '联系人维度操作日志无数据源', loc: '联系人页·日志子页签', how: '①+②', copy: '后端 CustomerOplog 无 contact 维度列（G6），本页签空态' },
{ id: 'P3-6', level: 'P3', ph: '头部金额汇总卡 5 字段恒 null', loc: '详情头部·金额卡', how: '①+②', copy: '金额字段装配未接（P3-6），恒显 --' },
@@ -1012,6 +1254,8 @@ const formVal = id => { const el = $(id); return el ? el.value.trim() : ''; };
function dlgCreate() {
dlgOpen('新建客户（三层查重内建：L2 名称相似 → needConfirm 确认后重发）', `
+
@@ -1032,8 +1276,41 @@ function createForm() {
isBizNegotiated: formVal('cBiz'), isChild: formVal('cChild'), ownerUserId: formVal('cOwner'),
};
}
-async function doCreate(confirmSimilar) {
+/* ---- #24 工商联想（company-lookup；一期 stub 恒空数组=NO_HIT）：只回填当前为空的字段，回填后立即 check-credit-code ---- */
+async function doLookup() {
+ const nm = formVal('cLk');
+ if (!nm) { $('cOut').innerHTML = '
companyName 必填
'; return; }
try {
+ const arr = await api('/api/customer/company-lookup?companyName=' + encodeURIComponent(nm));
+ const list = Array.isArray(arr) ? arr : [];
+ if (!list.length) {
+ $('cOut').innerHTML = '
未查询到匹配企业（一期企查查 port 为 stub 恒 NO_HIT，如实呈现；可手工录入，真实源接入后自动激活）。
';
+ return;
+ }
+ window._lookupHits = list;
+ $('cOut').innerHTML = '
命中 ' + list.length + ' 条（点「采用」只回填当前为空的字段，已填不覆盖）：
' +
+ list.map((c, i) => '
' + esc(c.bizName || ('候选' + (i + 1))) + '' +
+ esc(c.unifiedCreditCode || '--') + ' / 法人=' + esc(c.legalRepresentative || '--') + ' / ' + esc(c.establishedDate || '--') +
+ '
').join('');
+ } catch (e) { $('cOut').innerHTML = errHtml(e); }
+}
+async function applyLookup(i) {
+ const c = (window._lookupHits || [])[i];
+ if (!c) return;
+ const put = (id, v) => { const el = $(id); if (el && v != null && v !== '' && !el.value.trim()) el.value = v; };
+ put('cName', c.bizName); put('cCredit', c.unifiedCreditCode);
+ if (formVal('cCredit')) {
+ try {
+ const hit = await api('/api/customer/check-credit-code?creditCode=' + encodeURIComponent(formVal('cCredit')));
+ $('cOut').innerHTML = '
已回填空字段；check-credit-code（回填即查重）：' + esc(JSON.stringify(hit)) + '
';
+ return;
+ } catch (e) { $('cOut').innerHTML = '已回填空字段；check-credit-code 失败: ' + errHtml(e); return; }
+ }
+ toast('已回填空字段（已填不覆盖）', 'ok');
+}
+async function doCreate(cf) {
+ try {
+ const confirmSimilar = (cf === true || cf === 'true') ? true : undefined; // 同 doEdit：onclick 首参是事件对象，非显式 true 一律 undefined
const d = await api('/api/customer/create', { method: 'POST', body: qs(Object.assign(createForm(), { confirmSimilar: confirmSimilar })) });
if (d && d.needConfirm) {
const hits = d.similarHits || [];
@@ -1063,15 +1340,25 @@ async function dlgEdit() {
window._editBiz = d.isBizNegotiated; window._editChild = d.isChild; // 冒烟实证：edit 必带 isBizNegotiated+isChild（DB NOT NULL 无默认，D-05 关联）
} catch (e) { toast(e.message, 'err'); }
}
-async function doEdit() {
+async function doEdit(cf) {
+ /* dlgOpen 把 fn 直接挂 onclick（浏览器传 PointerEvent 作首参）→ 非显式 true 一律 undefined（qs 跳过） */
+ const confirmSimilar = (cf === true || cf === 'true') ? true : undefined;
const id = window._editId;
try {
- await api('/api/customer/edit?id=' + id, { method: 'POST', body: qs({
+ const d = await api('/api/customer/edit?id=' + id, { method: 'POST', body: qs({
customerName: formVal('eName'), customerType: formVal('eType'),
provinceCode: formVal('eProv'), cityCode: formVal('eCity'), districtCode: formVal('eDist'),
industryCode: formVal('eInd'), customerStarLevel: formVal('eStar'), relationStarLevel: formVal('eRStar'),
version: window._editVer, isBizNegotiated: window._editBiz, isChild: window._editChild,
+ confirmSimilar: confirmSimilar,
}) });
+ if (d && d.needConfirm) { // L2 名称相似（与服务端 needConfirm 契约同 create；不确认不落库）
+ const hits = d.similarHits || [];
+ $('eOut').innerHTML = '
相似命中 ' + hits.length + ' 条：
' + hits.map(h =>
+ '- ' + esc(h.customerName) + '（负责人=' + esc(h.ownerName) + '）
').join('') +
+ '
仍要保存？
';
+ return;
+ }
toast('保存成功', 'ok'); dlgClose(); loadList(); loadHead(); switchSub('info');
} catch (e) { $('eOut').innerHTML = errHtml(e); }
}
@@ -1102,17 +1389,22 @@ async function toggleFocus(id, target) {
try {
await api('/api/customer/' + (target ? 'focus' : 'unfocus') + '?id=' + id, { method: 'POST' });
toast(target ? '已关注' : '已取关', 'ok');
- loadList(); loadSummary();
+ loadList();
} catch (e) { toast('失败: ' + e.message + codeSuffix(e), 'err'); }
}
function dlgAssign() {
- const id = pickedIds()[0];
- if (!id) return toast('请先勾选客户行', 'err');
- dlgOpen('分配给销售', '
' +
+ const ids = pickedIds();
+ if (!ids.length) return toast('请先勾选客户行（支持整批分配）', 'err');
+ dlgOpen('分配给销售（整批 ' + ids.length + ' 条 · assign-batch）', '
' +
'
',
[{ text: '分配', ok: true, fn: async () => {
- try { await act('/api/customer/assign?id=' + id + '&userId=' + formVal('asUser')); dlgClose(); }
- catch (e) { $('asOut').innerHTML = errHtml(e); }
+ try {
+ const r = await api('/api/customer/assign-batch?ids=' + ids.join(',') + '&userId=' + formVal('asUser'), { method: 'POST' });
+ const fails = (r && r.failures) || [];
+ $('asOut').innerHTML = '
总 ' + esc(r && r.total != null ? r.total : ids.length) + ' · 成功 ' + esc(r && r.successCount != null ? r.successCount : '-') + ' · 失败 ' + esc(r && r.failCount != null ? r.failCount : '-') + '
' +
+ (fails.length ? tableHtml(['客户 id', '原因', '说明'], fails.map(f => [esc(f.id || '--'), esc(f.reason || '--'), '
' + esc(f.message || '--') + ''])) : '');
+ loadList();
+ } catch (e) { $('asOut').innerHTML = errHtml(e) + '
目标人员校验失败=整批拒绝（assign-batch 预检语义）。
'; loadList(); }
} }]);
}
function dlgTransferEntry() { switchTab('transfer'); transferPage(0); }
@@ -1157,7 +1449,15 @@ async function loadHead() {
'｜最近跟进：' + esc(d.lastFollowSummary || '--') + '（' + esc(d.lastFollowTime || '--') + '）' +
'｜下次跟进：' + esc(d.nextFollowTime || '--') +
'｜商机 ' + (d.opportunityCount == null ? '--' : d.opportunityCount) +
- '｜项目 ' + (d.projectCount == null ? '--' : d.projectCount) + '（契约恒 null 显 --）
' +
+ '｜项目 ' + (d.projectCount == null ? '--' : d.projectCount) + '
' +
+ '' +
'
' +
'
' +
@@ -1182,15 +1482,35 @@ async function switchSub(s) {
try {
if (s === 'info') {
const d = await api('/api/customer/detail?id=' + D.id);
- box.innerHTML = '
' + grid(d) + '
';
+ box.innerHTML = '
客户信息（系统信息区：创建/更新时间经 BaseDTO 实测有值；创建人/更新人不暴露，恒 "--"）' + dbadge('G4') + '
' +
+ '
' + grid(d) + '
';
} else if (s === 'follow') {
- const d = await api('/api/customer/follow/page?id=' + D.id + '¤t=1&size=50');
- box.innerHTML = followHtml((d && d.content) || []);
+ box.innerHTML = '
' +
+ '' +
+ '' +
+ '' +
+ '' +
+ '' + dbadge('G1') +
+ '（原型有「操作人」筛选；FollowPageParam 无此参数，豁免不渲染）
' +
+ '
加载中...
';
+ await loadFollow();
} else if (s === 'opps') {
const d = await api('/api/customer/opportunity/page?id=' + D.id);
const rows = Array.isArray(d) ? d : ((d && d.content) || []);
- box.innerHTML = rows.length ? tableHtml(['商机名称', '阶段', '金额', '负责人', '状态'], rows.map(o =>
- [esc(o.opportunityName || o.name || o.id), esc(o.stageName || o.stage || '--'), esc(o.estimateAmount == null ? '--' : o.estimateAmount), esc(o.ownerUserName || o.ownerName || '--'), esc(o.statusName || o.status || '--')])) : '
无关联商机（port 反查，失败前端显 --）
';
+ box.innerHTML = '
关联商机（契约 7 字段真名渲染；原型期望 13 列，缺列不补；port 失败/无数据显空态）' + dbadge('G2') + '
' +
+ tableHtml(['商机ID', '商机名称', '阶段', '预计金额', '负责人ID', '负责人', '最近更新'], rows.map(o =>
+ [esc(o.id || '--'), esc(o.oppName || '--'), esc(o.stageName || '--'),
+ esc(o.estimateAmount == null ? '--' : o.estimateAmount),
+ esc(o.ownerUserId || '--'), esc(o.ownerNameSnapshot || '--'), esc(o.updateTime || '--')]));
+ } else if (s === 'projects') {
+ const d = await api('/api/customer/project/page?id=' + D.id + '¤t=1&size=50');
+ const rows = (d && d.content) || [];
+ box.innerHTML = '
关联项目（真端点 CustomerProjectQueryPort 反查；当前后端为 Noop 实现 → 数据空态显 "--"，K2 口径非硬占位）
' +
+ tableHtml(['项目名称', '阶段', '状态', '报备状态', '项目金额', '负责人', '最近更新'], rows.map(p =>
+ [esc(p.projectName || '--'), esc(p.stageName || '--'), esc(p.statusName || '--'),
+ esc(p.filingStatusName || '--'), esc(p.projectAmount == null ? '--' : p.projectAmount),
+ esc(p.ownerNameSnapshot || p.ownerUserId || '--'), esc(p.updateTime || '--')]));
} else if (s === 'agreements') {
const d = await api('/api/customer/agreement/list?customerId=' + D.id);
const rows = Array.isArray(d) ? d : ((d && d.content) || []);
@@ -1201,8 +1521,16 @@ async function switchSub(s) {
const rows = Array.isArray(d) ? d : ((d && d.content) || []);
box.innerHTML = membersHtml(rows);
} else if (s === 'oplog') {
- const d = await api('/api/customer/oplog/page?id=' + D.id + '¤t=1&size=50');
- box.innerHTML = oplogHtml((d && d.content) || []);
+ box.innerHTML = '
' +
+ '' +
+ '' +
+ '' +
+ '' +
+ '' +
+ '（action 权威 18 种含 GRAPH_EDIT；AS §3「17 种」未同步——K4）
' +
+ '
加载中...
';
+ await loadOplog();
}
} catch (e) { box.innerHTML = errHtml(e); }
}
@@ -1210,9 +1538,10 @@ function grid(d) {
const F = [['客户编号', 'customerNo'], ['客户名称', 'customerName'], ['客户类型', 'customerTypeName|customerType'],
['阶段', 'customerStageName|customerStage'], ['客户星级', 'customerStarLevel'], ['关系星级', 'relationStarLevel'],
['战略协议', 'strategicAgreementLevelName|strategicAgreementLevel'], ['VIP 等级', 'vipCustomerLevel'],
- ['信用代码', 'creditCode'], ['省/市/区', 'provinceCode|cityCode|districtCode'], ['行业', 'industryName|industryCode'],
+ ['信用代码', 'unifiedCreditCode'], ['省/市/区', 'provinceCode|cityCode|districtCode'], ['行业', 'industryName|industryCode'],
['商务谈判', 'isBizNegotiated'], ['子客户', 'isChild'], ['负责人', 'ownerUserNameSnapshot|ownerUserId'],
- ['创建时间', 'createTime'], ['更新时间', 'updateTime']];
+ ['创建时间', 'createTime'], ['更新时间', 'updateTime'],
+ ['创建人', 'creatorId'], ['更新人', 'updaterId']]; // G4：creatorId/updaterId 不在 CustomerDetailDTO，恒 "--"（K1 两件口径）
return F.map(p => {
const v = p[1].split('|').map(k => d[k]).find(x => x !== undefined && x !== null && x !== '');
return '
' + p[0] + '' + esc(v === undefined ? '--' : v) + '
';
@@ -1224,16 +1553,19 @@ function tableHtml(heads, rows) {
'
| 无数据 |
') + '';
}
/* ---- 联系人：收编为 contactsShell 常驻面板（p4/p6 注入），旧 contactsHtml 退役 ---- */
-function dlgContact(cid) {
+async function dlgContact(cid) {
+ if (!dictLoaded) await ensureDicts(); // K6：来源下拉走 contact_source 字典（group_meeting/group_activity/referral/other），旧硬编码 contact_source_01..04 为字典改版前遗留
const c = (window._contacts || []).find(x => String(x.id) === String(cid)) || {};
+ const srcSel = '
' + SOURCE_DICT.map(s =>
+ '
').join('');
dlgOpen(cid ? '编辑联系人' : '新建联系人（67008=入参非法/不属于该客户）', `
-
+
-
+
`,
[{ text: '保存', ok: true, fn: async () => {
const fields = { name: formVal('ctName'), jobTitleName: formVal('ctJob'), phone: formVal('ctPhone'), isKeyContact: formVal('ctKey'), isInternal: formVal('ctInternal'), giftRemark: formVal('ctGift'), source: formVal('ctSource') };
@@ -1259,16 +1591,227 @@ function dlgCheckPhone(phone) {
} catch (e) { $('cpOut').innerHTML = errHtml(e); }
} }]);
}
+/* ================= 联系人独立菜单（票 12：#50 顶级列表 / contact.list 列偏好+形态偏好） ================= */
+const CT = { page: 1, size: 10, total: 0, rows: [] };
+const CT_COLS = [
+ { k: 'jobTitleName', t: '职务' }, { k: 'phone', t: '电话' }, { k: 'isKeyContact', t: '关键联系人' },
+ { k: 'isInternal', t: '内线' }, { k: 'source', t: '来源' }, { k: 'giftRemark', t: '礼品备注' },
+ { k: 'customerName', t: '所属客户' }
+];
+let ctVisibleKeys = null; // null=未取列偏好（全列显）；姓名列固定不参与隐显
+function ctCols() { return ctVisibleKeys ? CT_COLS.filter(c => ctVisibleKeys.includes(c.k)) : CT_COLS; }
+function ynCell(v) { return v == null ? '--' : (Number(v) === 1 ? '是' : '否'); }
+function ctRowHtml(r) {
+ const c = [];
+ c.push('
' + esc(r.name) + ' | ');
+ for (const col of ctCols()) {
+ let v;
+ if (col.k === 'phone') v = esc(r.phone || '--'); // K10：服务端已脱敏（138****1234），前端直显
+ else if (col.k === 'isKeyContact' || col.k === 'isInternal') v = ynCell(r[col.k]);
+ else if (col.k === 'source') v = esc(sourceName(r.source)); // K6：字典驱动翻译
+ else v = esc(r[col.k] == null ? '--' : r[col.k]);
+ c.push('
' + v + ' | ');
+ }
+ c.push('
| ');
+ return '
' + c.join('') + '
';
+}
+async function loadContactPage(dir) {
+ if (!TOKEN()) { $('ctPageInfo').textContent = '请先登录'; return; }
+ if (dir === -1) CT.page = Math.max(1, CT.page - 1);
+ else if (dir === 1) CT.page += 1;
+ $('ctPageInfo').textContent = '加载中...';
+ try {
+ const d = await api('/api/customer/contact/page?current=' + CT.page + '&size=' + CT.size + '&keyword=' + encodeURIComponent($('cKw').value.trim()));
+ CT.rows = (d && d.content) || [];
+ CT.total = (d && d.total) || 0;
+ if (!CT.rows.length && CT.page > 1) { CT.page = 1; return loadContactPage(); }
+ $('ctPageHead').innerHTML = '
| 姓名 | ' + ctCols().map(c => '' + c.t + ' | ').join('') + '操作 |
|---|
';
+ $('ctPageBody').innerHTML = CT.rows.length ? CT.rows.map(ctRowHtml).join('') : '
| 无数据 |
';
+ $('ctPageInfo').textContent = '第 ' + CT.page + ' 页 / 共 ' + CT.total + ' 条';
+ } catch (e) { $('ctPageInfo').textContent = '加载失败: ' + e.message; }
+}
+/* ---- 联系人菜单偏好：形态 view-form / 列偏好 preference（scopeKey=contact.list） ---- */
+async function loadContactForm() {
+ let v = 'list';
+ try { v = (await api('/api/preference/view-form/get?scopeKey=contact.list')) || 'list'; } catch (e) { /* 未登录/网络失败回落 */ }
+ $('cForm').innerHTML = '
';
+ $('cForm').value = v;
+}
+async function saveContactForm(v) {
+ try { await api('/api/preference/view-form/save', { method: 'POST', body: qs({ scopeKey: 'contact.list', viewForm: v }) }); toast('形态偏好已保存（scopeKey=contact.list）', 'ok'); }
+ catch (e) { toast('失败: ' + e.message, 'err'); }
+}
+async function dlgCpEdit() {
+ try {
+ const p = await api('/api/preference/get?scopeKey=contact.list');
+ const vis = (p && p.visibleKeys) || [];
+ dlgOpen('列偏好（scopeKey=contact.list；GET /api/preference/get + POST /api/preference/save，visibleKeys 重复键）', `
+
姓名列固定不可隐藏（对齐客户侧「客户名称固定列」口径）；全不勾=保存空集（后读回落全列显）。
+
+
` + CT_COLS.map(c =>
+ '').join('') + `
+
`,
+ [{ text: '保存', ok: true, fn: async () => {
+ const keys = [...document.querySelectorAll('.cpChk:checked')].map(x => x.value);
+ try {
+ await api('/api/preference/save?scopeKey=contact.list' + (keys.length ? '&' + keys.map(k => 'visibleKeys=' + encodeURIComponent(k)).join('&') : ''), { method: 'POST' });
+ ctVisibleKeys = keys.length ? keys : null;
+ toast('列偏好已保存', 'ok'); dlgClose(); loadContactPage();
+ } catch (e) { $('cpOut').innerHTML = errHtml(e); }
+ } }]);
+ } catch (e) { toast('读取列偏好失败: ' + e.message, 'err'); }
+}
+/* ---- 联系人详情弹窗（#51 contact/detail 回显）+ 操作日志空态（#53/G6）---- */
+async function dlgContactDetail(id) {
+ try {
+ const d = await api('/api/customer/contact/detail?id=' + id);
+ dlgOpen('联系人详情（contact/detail 回显；phone 脱敏形态提交=不改号）', `
+
+
+
+
+
${ctInfoHtml(d)}
+
+
G6（豁免记档）：联系人维度操作日志无数据源——原型有页签，后端无联系人级 oplog 端点（07 票定稿口径），空态展示。
+
`, []);
+ } catch (e) { dlgOpen('联系人详情', errHtml(e), []); }
+}
+function ctInfoHtml(d) {
+ const kv = (t, v) => '
' + t + '' + (v == null || v === '' ? '--' : esc(v)) + '
';
+ return kv('姓名', d.name) + kv('职务名称', d.jobTitleName) + kv('职务类别', d.jobTitleCategory) + kv('职务层级', d.jobTitleLevel) +
+ kv('电话（服务端脱敏）', d.phone) + kv('关键联系人', ynCell(d.isKeyContact)) + kv('内线', ynCell(d.isInternal)) +
+ kv('来源', sourceName(d.source)) + kv('礼品备注', d.giftRemark) +
+ kv('所属客户', d.customerName) + kv('客户编号', d.customerNo) + kv('所属客户 id', d.customerId);
+}
+function ctSubTab(i) {
+ $('ctPaneInfo').style.display = i === 0 ? '' : 'none';
+ $('ctPaneLog').style.display = i === 1 ? '' : 'none';
+ $('ctTabBtn0').classList.toggle('on', i === 0);
+ $('ctTabBtn1').classList.toggle('on', i === 1);
+}
+/* ---- 联系人全局搜索（#52 contact/search；商机「关键联系人」数据源演示）---- */
+function dlgContactSearch() {
+ dlgOpen('联系人全局搜索（GET /api/customer/contact/search?keyword=&limit=）', `
+
+
+
场景文案：商机表单「关键联系人」数据源——姓名/电话模糊 + 带出所属公司名；电话服务端脱敏（K10）；客户可见性收口。
+
`,
+ [{ text: '搜索', ok: true, fn: async () => {
+ try {
+ const kw = formVal('csKw');
+ if (!kw) { $('csOut').innerHTML = '
keyword 必填
'; return; }
+ const lim = formVal('csLimit');
+ const arr = await api('/api/customer/contact/search?keyword=' + encodeURIComponent(kw) + (lim ? '&limit=' + lim : ''));
+ const rows = (arr || []).map(r => [esc(r.name), esc(r.jobTitleName || '--'), esc(r.phone || '--'), ynCell(r.isKeyContact), esc(sourceName(r.source)), esc(r.customerName || '--'), esc(r.customerNo || '--')]);
+ $('csOut').innerHTML = tableHtml(['姓名', '职务', '电话', '关键联系人', '来源', '所属客户', '客户编号'], rows);
+ } catch (e) { $('csOut').innerHTML = errHtml(e); }
+ } }]);
+}
+/* ================= 商机侧演示入口（票 12：#47 quick-create / #48 customer/search / 建商机） ================= */
+/* ---- #47 快建客户：K9 以 DTO 为准 7 必填 + confirmSimilar（.bru 漏 confirmSimilar/误标星级选填系漂移）---- */
+function dlgQuickCreate() {
+ dlgOpen('商机表单快建客户（POST /api/customer/quick-create；K9：DTO 全 7 必填，服务端 owner=当前用户）', `
+
+
+
+
+
+
+
confirmSimilar 默认 false（命中相似先回 needConfirm 列表，确认后 true 重发）；查重三层与编号生成复用主表 create；similarHits 行级 masked（无权命中不透出业务字段）；错误 67001/67003。
+
`,
+ [{ text: '快建', ok: true, fn: () => doQuickCreate(false) }]);
+}
+async function doQuickCreate(confirmSimilar) {
+ try {
+ const d = await api('/api/customer/quick-create', { method: 'POST', body: qs({
+ customerName: formVal('qName'), customerType: formVal('qType'),
+ provinceCode: formVal('qProv'), cityCode: formVal('qCity'), industryCode: formVal('qInd'),
+ customerStarLevel: formVal('qStar'), relationStarLevel: formVal('qRStar'),
+ confirmSimilar: confirmSimilar
+ }) });
+ if (d && d.needConfirm) {
+ const hits = d.similarHits || [];
+ $('qOut').innerHTML = '
命中相似客户 ' + hits.length + ' 条：
' + hits.map(h =>
+ '- ' + esc(h.customerName || '存在匹配记录') + '（负责人=' + esc(h.ownerName || '--') + '，' + esc(STAGE[h.customerStage] || h.customerStage || '') + '，' + (h.archiveStatus === 2 ? '已归档' : '有效') + '）
').join('') +
+ '
仍要创建？
';
+ return;
+ }
+ toast('快建成功：' + ((d && d.customerNo) ? d.customerNo + ' / ' : '') + ((d && d.customerName) || ''), 'ok'); dlgClose();
+ } catch (e) { $('qOut').innerHTML = errHtml(e); }
+}
+/* ---- #48 商机候选客户三维搜索：keyword=名称/联系人/电话 ---- */
+function dlgCustSearch() {
+ dlgOpen('商机候选客户搜索（POST /api/customer/search；keyword 名称/联系人/电话三维模糊）', `
+
+
+
+
+
轻量 9 字段出参；选中后走 GET /api/customer/detail?id= 带出全量；DataScope 注入可见范围。
+
`,
+ [{ text: '搜索', ok: true, fn: async () => {
+ try {
+ const ex = formVal('dsEx').split(/[,\s，]+/).filter(Boolean);
+ const bodyStr = qs({ keyword: formVal('dsKw'), customerType: formVal('dsType'), archiveStatus: formVal('dsArchive') }) +
+ ex.map(x => '&excludeCustomerIds=' + encodeURIComponent(x)).join('');
+ const d = await api('/api/customer/search', { method: 'POST', body: bodyStr });
+ const rows = ((d && d.content) || []).map(r => [esc(r.id), esc(r.customerNo || '--'), esc(r.customerName), esc(typeName(r.customerType)),
+ esc(r.ownerUserId || '--'), esc(r.ownerName || '--'), esc(STAGE[r.customerStage] || r.customerStage || '--'),
+ esc(r.archiveStatus === 2 ? '已归档' : '有效')]);
+ $('dsOut').innerHTML = '
共 ' + ((d && d.total) || 0) + ' 条
' +
+ tableHtml(['id', '客户编号', '客户名称', '类型', '负责人id', '负责人', '阶段', '归档'], rows);
+ } catch (e) { $('dsOut').innerHTML = errHtml(e); }
+ } }]);
+}
+/* ---- 从客户发起建商机：POST /api/opportunity 预填 customerId（opp-deps §4；核心 6 必填 D-14）---- */
+function dlgOppCreate(cid) {
+ const r = S.rows.find(x => String(x.id) === String(cid));
+ if (!r) return toast('行数据缺失，请刷新列表', 'err');
+ dlgOpen('从客户发起建商机（POST /api/opportunity，预填 customerId/customerName；关联落 opportunity_customer，客户详情「关联商机」页签立即可见）', `
+
+
+
+
+
+
+
+
+
核心 6 必填缺一报 66001；直接新建路径不做客户存在性/归档校验（区别于商机详情挂客户 requireLive）。
+
`,
+ [{ text: '创建商机', ok: true, fn: async () => {
+ try {
+ const id = await api('/api/opportunity', { method: 'POST', body: qs({
+ opportunityName: formVal('oName'), oppSource: formVal('oSource'), bidForm: formVal('oBid'), localityType: formVal('oLoc'),
+ provinceCode: formVal('oProv'), cityCode: formVal('oCity'),
+ customerId: r.id, customerName: r.customerName,
+ isPrimaryIntended: formVal('oPrimary'), customerRole: formVal('oRole'), remark: formVal('oRemark')
+ }) });
+ toast('商机已创建 id=' + id + '；客户详情「关联商机」页签可反查', 'ok'); dlgClose();
+ } catch (e) { $('oOut').innerHTML = errHtml(e); }
+ } }]);
+}
/* ---- 跟进 ---- */
+const FOLLOW_WAYS = { follow_way_01: '电话沟通', follow_way_02: '上门拜访', follow_way_03: '微信对接', follow_way_04: '线上会议', follow_way_05: '展会沟通' };
function followHtml(rows) {
- if (!rows.length) return '
暂无跟进记录
';
+ if (!rows.length) return '
暂无跟进记录
';
const days = {};
rows.forEach(r => { const day = String(r.followTime || r.createTime || '').slice(0, 10) || '未知日期'; (days[day] = days[day] || []).push(r); });
- return '
' +
- Object.keys(days).sort().reverse().map(day =>
- '
' + esc(day) + '
' + days[day].map(r =>
- '
' + esc(r.followWayName || r.followWay || '--') + ' ' + esc(r.createByName || r.createBy || r.operatorName || '') +
- '
' + esc(r.followContent || '') + '
下次跟进：' + esc(r.nextFollowTime || '--') + '
').join('')).join('');
+ return Object.keys(days).sort().reverse().map(day =>
+ '
' + esc(day) + '
' + days[day].map(r =>
+ '
' + esc(FOLLOW_WAYS[r.followWay] || r.followWay || '--') + ' ' + esc(r.followByName || r.followBy || '') +
+ '
' + esc(r.followContent || '') + '
下次跟进：' + esc(r.nextFollowTime || '--') + '
').join('')).join('');
+}
+async function loadFollow() {
+ const box = $('followBox');
+ if (!box) return;
+ try {
+ const d = await api('/api/customer/follow/page?' + qs({
+ id: D.id, followWay: formVal('fFollowWay'),
+ startTime: formVal('fFollowStart') ? formVal('fFollowStart') + ' 00:00:00' : '',
+ endTime: formVal('fFollowEnd') ? formVal('fFollowEnd') + ' 23:59:59' : '', current: 1, size: 50
+ }));
+ box.innerHTML = followHtml((d && d.content) || []);
+ } catch (e) { box.innerHTML = errHtml(e); }
}
function dlgFollow() {
dlgOpen('写跟进（append-only；副作用刷新 last_valid_follow_time 锚点）', `
@@ -1290,7 +1833,8 @@ function membersHtml(rows) {
[esc(m.userName || m.memberUserName || m.userId || '--'),
isOwner(m) ? badge('负责人', 'b2') : badge('协同人', 'b1'),
isOwner(m) ? '--' : '
']));
- return '
' + t;
+ return '
' + dbadge('G3') +
+ '（原型另有职务/加入时间两列；CustomerMemberDTO 未暴露，缺列不补）
' + t;
}
function dlgMemberAdd() {
dlgOpen('添加协同人（两阶段校验整批拒绝 67016）', '
',
@@ -1305,13 +1849,31 @@ async function delMember(uid) {
catch (e) { toast('失败: ' + e.message + codeSuffix(e), 'err'); }
}
/* ---- 操作日志 ---- */
+const OPLOG_ACTIONS = { // K4：权威 18 种（CustomerConstants 全部 ACTION_*，含 GRAPH_EDIT；AS §3「17 种」未同步）
+ CREATE: '新增客户', UPDATE: '编辑', FOLLOW: '跟进', ARCHIVE: '归档', RESTORE: '恢复', TRANSFER: '交接',
+ CLAIM: '领取', POOL: '抛公海', STAGE_CHANGE: '阶段流转', MEMBER_ADD: '添加成员', MEMBER_REMOVE: '移除成员',
+ CONTACT_ADD: '新增联系人', CONTACT_EDIT: '编辑联系人', CONTACT_DELETE: '删除联系人',
+ AGREEMENT_ADD: '新增协议', AGREEMENT_EDIT: '编辑协议', AGREEMENT_DELETE: '删除协议', GRAPH_EDIT: '图谱编辑'
+};
function oplogHtml(rows) {
if (!rows.length) return '
暂无日志
';
const days = {};
rows.forEach(r => { const day = String(r.createTime || '').slice(0, 10) || '未知日期'; (days[day] = days[day] || []).push(r); });
return Object.keys(days).sort().reverse().map(day =>
'
' + esc(day) + '
' + days[day].map(r =>
- '
' + esc(r.createTime || '') + ' ' + badge(r.action, 'b1') + ' ' + esc(r.operatorName || r.operator || '') + '：' + esc(r.detail || '') + '
').join('')).join('');
+ '
' + esc(r.createTime || '') + ' ' + badge(OPLOG_ACTIONS[r.action] || r.action, 'b1') + ' ' + esc(r.operatorName || r.operator || '') + '：' + esc(r.detail || '') + '
').join('')).join('');
+}
+async function loadOplog() {
+ const box = $('oplogBox');
+ if (!box) return;
+ try {
+ const d = await api('/api/customer/oplog/page?' + qs({
+ id: D.id, action: formVal('fOpAction'), keyword: formVal('fOpKw'),
+ startTime: formVal('fOpStart') ? formVal('fOpStart') + ' 00:00:00' : '',
+ endTime: formVal('fOpEnd') ? formVal('fOpEnd') + ' 23:59:59' : '', current: 1, size: 50
+ }));
+ box.innerHTML = oplogHtml((d && d.content) || []);
+ } catch (e) { box.innerHTML = errHtml(e); }
}
/* ---- 战略协议（详情页签 6，返工票 12） ---- */
@@ -1375,7 +1937,9 @@ async function loadImportPage() {
const b = $('impBody');
if (!TOKEN()) { b.innerHTML = '
| 请先登录 |
'; return; }
try {
- const d = await api('/api/customer/import/page?current=1&size=20');
+ const d = await api('/api/customer/import/page?current=1&size=20' +
+ ($('impFStatus').value !== '' ? '&status=' + $('impFStatus').value : '') +
+ ($('impFMode').value !== '' ? '&importMode=' + $('impFMode').value : ''));
const rows = (d && d.content) || [];
b.innerHTML = rows.length ? rows.map(t => '
' +
'| ' + esc(t.taskId) + ' | ' + esc(t.importMode || '--') + ' | ' + impBadge(t.status) +
@@ -2341,7 +2905,9 @@ function bindContactsUI() {
$('apiBox').textContent = 'API: ' + (API_BASE || '同源部署') + (localStorage.getItem('e2c_api') ? '（已记忆，?api=reset 恢复本地）' : '');
paintWho();
bindContactsUI();
- if (TOKEN()) { loadList(); loadSummary(); }
+ paintFormOptions();
+ paintHead();
+ if (TOKEN()) switchWs(S.ws);
})();
diff --git a/.scratch/customer-demo-ref/demo/shots/s01-list.png b/.scratch/customer-demo-ref/demo/shots/s01-list.png
new file mode 100644
index 0000000..a307c1f
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diff --git a/.scratch/customer-demo-ref/demo/shots/s02-pool-i06.png b/.scratch/customer-demo-ref/demo/shots/s02-pool-i06.png
new file mode 100644
index 0000000..74f9e00
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diff --git a/.scratch/customer-demo-ref/demo/shots/s07-board.png b/.scratch/customer-demo-ref/demo/shots/s07-board.png
new file mode 100644
index 0000000..03eceb5
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diff --git a/.scratch/customer-demo-ref/demo/shots/s11-head.png b/.scratch/customer-demo-ref/demo/shots/s11-head.png
new file mode 100644
index 0000000..065d03f
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diff --git a/.scratch/customer-demo-ref/demo/shots/s19-oplog.png b/.scratch/customer-demo-ref/demo/shots/s19-oplog.png
new file mode 100644
index 0000000..4bf2698
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diff --git a/.scratch/customer-demo-ref/demo/shots/s20-import.png b/.scratch/customer-demo-ref/demo/shots/s20-import.png
new file mode 100644
index 0000000..701d0ac
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diff --git a/.scratch/customer-demo-ref/demo/shots/s24-transfer.png b/.scratch/customer-demo-ref/demo/shots/s24-transfer.png
new file mode 100644
index 0000000..d2816b3
Binary files /dev/null and b/.scratch/customer-demo-ref/demo/shots/s24-transfer.png differ
diff --git a/.scratch/customer-demo-ref/demo/shots/s30-ledger.png b/.scratch/customer-demo-ref/demo/shots/s30-ledger.png
new file mode 100644
index 0000000..d76f696
Binary files /dev/null and b/.scratch/customer-demo-ref/demo/shots/s30-ledger.png differ
diff --git a/.scratch/customer-demo-ref/demo/shots/s40-final.png b/.scratch/customer-demo-ref/demo/shots/s40-final.png
new file mode 100644
index 0000000..918078c
Binary files /dev/null and b/.scratch/customer-demo-ref/demo/shots/s40-final.png differ
diff --git a/.scratch/customer-demo-ref/demo/shots/t10-quick-pool.png b/.scratch/customer-demo-ref/demo/shots/t10-quick-pool.png
new file mode 100644
index 0000000..ff2c40e
Binary files /dev/null and b/.scratch/customer-demo-ref/demo/shots/t10-quick-pool.png differ
diff --git a/.scratch/customer-demo-ref/demo/shots/t11-quick-detail.png b/.scratch/customer-demo-ref/demo/shots/t11-quick-detail.png
new file mode 100644
index 0000000..980370e
Binary files /dev/null and b/.scratch/customer-demo-ref/demo/shots/t11-quick-detail.png differ
diff --git a/.scratch/customer-demo-ref/demo/shots/t12-quick-contacts.png b/.scratch/customer-demo-ref/demo/shots/t12-quick-contacts.png
new file mode 100644
index 0000000..c97b27b
Binary files /dev/null and b/.scratch/customer-demo-ref/demo/shots/t12-quick-contacts.png differ
diff --git a/.scratch/customer-demo-ref/demo/shots/t13-quick-settings.png b/.scratch/customer-demo-ref/demo/shots/t13-quick-settings.png
new file mode 100644
index 0000000..f008527
Binary files /dev/null and b/.scratch/customer-demo-ref/demo/shots/t13-quick-settings.png differ
diff --git a/.scratch/customer-demo-ref/demo/smoke-report.json b/.scratch/customer-demo-ref/demo/smoke-report.json
new file mode 100644
index 0000000..c1c7349
--- /dev/null
+++ b/.scratch/customer-demo-ref/demo/smoke-report.json
@@ -0,0 +1,444 @@
+{
+ "summary": {
+ "total": 40,
+ "passed": 40,
+ "failed": 0,
+ "passRate": "100%",
+ "startedAt": "2026-09-12 00:19:41",
+ "durationS": 176.4,
+ "verdict": "PASS",
+ "verdictRule": "全部步骤 ok 即 PASS，任一 FAIL 即 FAIL"
+ },
+ "steps": [
+ {
+ "step": "01 打开Demo+uid登录+首屏列表渲染",
+ "ok": true,
+ "note": "rows=10"
+ },
+ {
+ "step": "02 三workspace切换;pool不发board+I-06注记[D]",
+ "ok": true,
+ "note": "overview请求OK=True;pool新请求3条;i06可见=True"
+ },
+ {
+ "step": "03 内置视图下拉五值+切FOLLOW_UP_DUE",
+ "ok": true,
+ "note": "opts=['ASSIGNED', 'COLLABORATING', 'FOLLOW_UP_DUE', 'FOCUSED', 'RECENT']"
+ },
+ {
+ "step": "04 列筛选阶段=已成交",
+ "ok": true,
+ "note": "请求参数 customerStage=3 已命中"
+ },
+ {
+ "step": "05 归档态开关+e2c-已归档可见",
+ "ok": true,
+ "note": "archiveStatus=2命中=True;样例可见=True"
+ },
+ {
+ "step": "06 saved-view 新建→选中查询→删除",
+ "ok": true,
+ "note": "save=True;选中带savedViewId=True;删后消失=True;body=POST /api/preference/view/save?scopeKey=customer.mine # {\"name\":\"e2c-dr-视图\",\"isDefault\":false,\"seqNo\":10,\"conditions\":[{\"field\":\"keyword\",\"operator\":\""
+ },
+ {
+ "step": "07 形态偏好overview切看板→渲染→还原list",
+ "ok": true,
+ "note": "看板列=3;cards请求=True;还原=True"
+ },
+ {
+ "step": "08 工商联想(companyName)+NO_HIT现象+STUB-LOOKUP注记[D]",
+ "ok": true,
+ "note": "未查询到匹配企业（一期企查查 port 为 stub 恒 NO_HIT，如实呈现；可手工录入，真实源接入后自动激活）。"
+ },
+ {
+ "step": "09 名称查重needConfirm+similarHits→confirmSimilar重发→创建成功",
+ "ok": true,
+ "note": "simbox=相似命中 1 条：e2c-dr-恒信达科技有限责任公司（负责人=罗伟健，潜在客户，有效）仍要创建？ 确认创建（confirmSimilar=;toast=创建成功 id=753771843382411264;夹具A=753771843382411264"
+ },
+ {
+ "step": "10 编辑客户回显+CAS保存(含相似确认重发)",
+ "ok": true,
+ "note": "回显名=e2c-dr-恒信达科技有限责任公司;simbox=命中;toast=保存成功;db=e2c-dr-恒信达科技有限责任公司-改 v1"
+ },
+ {
+ "step": "11 详情头部渲染+4金额卡恒--[D]",
+ "ok": true,
+ "note": "cards=['--', '--', '--', '-- / --'];P3-6角标=1"
+ },
+ {
+ "step": "12 8页签全遍历+联系人顶级菜单contact/page",
+ "ok": true,
+ "note": "subs=['info', 'contacts', 'follow', 'opps', 'projects', 'agreements', 'members', 'oplog'];contact/page行=10;新增errs=[]"
+ },
+ {
+ "step": "13 信息栅格16字段+G4创建/更新人--[D]+creditCode明文",
+ "ok": true,
+ "note": "kv=18;创建人=--;信用代码=91440101E2CTEST001"
+ },
+ {
+ "step": "14 商机7列(G2-D)+项目页签Noop空态+contact/search命中",
+ "ok": true,
+ "note": "商机列=['商机ID', '商机名称', '阶段', '预计金额', '负责人ID', '负责人', '最近更新'];Noop空态=True;search=姓名职务电话关键联系人来源所属客户客户编号张关键董事长138****0001是contact_source_01e2c-"
+ },
+ {
+ "step": "15 成员加BUDDY→渲染→移除(G3-D无职务/加入时间列)",
+ "ok": true,
+ "note": "列头=['成员', '角色', '操作'];DB成员行=28;memberUserIds重复键=True"
+ },
+ {
+ "step": "16 联系人quickAdd2行+G5无负责人列[D]+电话脱敏+reveal明文+DB埋点",
+ "ok": true,
+ "note": "脱敏=True;DB联系人=5;reveal_log=8;明文=True;列头=['', '#', '姓名', '职务', '联系电话', '关键', '内线', '来源', '礼品备注', '操作'];qaRet={\"successCount\":2,\"failedRows\":[]}"
+ },
+ {
+ "step": "17 batchEdit空串=DB不改(D-G1)[D]+check-phone命中+删除双刷",
+ "ok": true,
+ "note": "DB phone=13812340001;D-G1角标=1;check-phone=客户编号--客户名称--客户类型--阶段--客户星级--关系星级--战略协议--;删后行=4(删前5,del_ok=True,errs+0);lid=753771972256595968;names=李冒烟,赵冒烟,李普通,王重复,张关键"
+ },
+ {
+ "step": "18 写跟进+日期分组+followWay筛选",
+ "ok": true,
+ "note": "way选项=6(空+5);日期分组=5;筛选=True"
+ },
+ {
+ "step": "19 关注/重点标记+oplog留痕+action筛选",
+ "ok": true,
+ "note": "action=CREATE筛选含新增客户=True;action=FOLLOW筛选=True;DB跟进=24"
+ },
+ {
+ "step": "20 客户导入三段式(缺省份预检FAIL→DONE计数=预检→明细吻合)",
+ "ok": true,
+ "note": "预检 t=2 ins=1 fail=1;taskId=753772071518994432;result={'taskId': '753772071518994432', 'importMode': 'APPEND_ONLY', 'templateVersion': 'V1', 'status': 2, 'totalCount': 2, 'insertCount': 1, 'updateCount': 0, 'unchangedCount': 0, 'failCount': 1, 'suspectCount': 0, 'failReason': None, 'creatorName': None, 'createTime': '2026-09-12 00:21:06', 'finishTime': '2026-09-12 00:21:08'};明细=1行"
+ },
+ {
+ "step": "21 导入任务列表+status/importMode过滤+P3-3注记[D]",
+ "ok": true,
+ "note": "status过滤=True;mode过滤=True;P3-3=1"
+ },
+ {
+ "step": "22 联系人导入三段式+P3-3无校验复选框[D]",
+ "ok": true,
+ "note": "预检=预检完成（任务 753772113634000896 待确认）：共 2 行，预计新增 2、更新 0、失败 0、疑似重复 ;result={'taskId': '753772113634000896', 'customerId': '753771843382411264', 'importMode': 'APPEND_ONLY', 'templateVersion': 'V1', 'status': 2, 'totalCount': 2, 'insertCount': 2, 'updateCount': 0, 'unchangedCount': 0, 'failCount': 0, 'suspectCount': 0, 'failReason': None, 'creatorName': None, 'createTime': '2026-09-12 00:21:16', 'finis"
+ },
+ {
+ "step": "23 商机联动链(UI建商机→抛公海拦截→关商机→放行)",
+ "ok": true,
+ "note": "商机=753772150371909632;状态2→4;一次release拦截=True(toast=商机已创建 id=753772150371909632；客户详情「关联商机」页签可反查 || {\"total\":1,\"s);进公海=True"
+ },
+ {
+ "step": "24 交割(preview圈定→initiate→page→detail→assignable→assign明细态变化;F-13清leftover=0)",
+ "ok": true,
+ "note": "单号=JG202609120001;圈定含夹具=True;明细=1→assign后变化=True(assign对象=99021002);UI行=10"
+ },
+ {
+ "step": "25 归属动作族(release→claim→archive→restore→再archive+oplog+assign)",
+ "ok": true,
+ "note": "进公海=True(pool默认视图行=0,清视图后行=1);claim=True({\"total\":1,\"successCount\":1,\"failCount\":);archive=True({\"total\":1,\"successCount\":1,\"failCount\":);assign=True(success=1 fail=0);恢复1→再归档2;oplog=3"
+ },
+ {
+ "step": "26 查重设置读→改90→save生效→还原(含匹配方式不被污染)",
+ "ok": true,
+ "note": "原=80→90→还原=80;mode=2(原2)"
+ },
+ {
+ "step": "27 check-name命中e2c-恒信达+信用代码撞码67003(L3硬拦)+check-credit-code L1",
+ "ok": true,
+ "note": "check-name=check-name：[{\"customerId\":\"753771720497692672\",\"customerName;err=统一社会信用代码已被占用：系统已存在该企业 (code=67003);creditCode.exists=True"
+ },
+ {
+ "step": "28 超期提醒save非法0→64023toast→还原30/7",
+ "ok": true,
+ "note": "64023=True;还原=30/7(原30/7)"
+ },
+ {
+ "step": "29 公海池配置占位卡只读[D]",
+ "ok": true,
+ "note": "角标=1;禁用输入=2"
+ },
+ {
+ "step": "30 缺陷台账面板(A≥14/B4/C14/D1+固定声明)",
+ "ok": true,
+ "note": "A=14 B=4 C=14 D=1;渲染行=33"
+ },
+ {
+ "step": "31 data-defect角标≥12且关键类目齐全(多页签累计)",
+ "ok": true,
+ "note": "累计=87;类目=['D-G1', 'G1', 'G2', 'G3', 'G4', 'G5', 'I-06', 'P3-3', 'P3-6', 'POOL-CFG', 'STUB-LOOKUP']"
+ },
+ {
+ "step": "32 I-06双现象(pool无board选项+注记含67001/记忆成功)",
+ "ok": true,
+ "note": "fForm选项=['list', 'split']"
+ },
+ {
+ "step": "33 豁免入口不出现(换负责人/日志导出/完整金额开关/导入校验复选框)",
+ "ok": true,
+ "note": "命中=0"
+ },
+ {
+ "step": "34 G系列合并复核(G1无操作人筛选/G2七列/G3两列缺/G4--[D]/G5无负责人列/G6空态)",
+ "ok": true,
+ "note": "G1=True G2=True G3=True G4=True G5=True G6=True"
+ },
+ {
+ "step": "35 金额卡P3-6四卡--口径+关联项目Noop空态",
+ "ok": true,
+ "note": "cards=['--', '--', '--', '-- / --']"
+ },
+ {
+ "step": "36 company-lookup NO_HIT+F6 stub文案",
+ "ok": true,
+ "note": "NO_HIT=True;F6stub=True"
+ },
+ {
+ "step": "37 console/pageerror=0",
+ "ok": true,
+ "note": "无错误"
+ },
+ {
+ "step": "38 零PUT/DELETE(ADR-0017)",
+ "ok": true,
+ "note": "违例=[]"
+ },
+ {
+ "step": "39 端点覆盖广度(唯一路径≥50+矩阵清单50条)",
+ "ok": true,
+ "note": "唯一路径=91;缺失=[]"
+ },
+ {
+ "step": "40 夹具正门清扫+规则/形态偏好还原核对",
+ "ok": true,
+ "note": "清扫=4行;残留=0;dedup=80(原80);reminder=30(原30);overview形态=list"
+ }
+ ],
+ "errors": [],
+ "http_fails": [],
+ "api_urls": [
+ "GET /api/auth/debug/token?userId=739564171091247104",
+ "GET /api/dict/item/enabled-list?groupCode=customer_type",
+ "GET /api/dict/item/enabled-list?groupCode=industry",
+ "GET /api/dict/item/tree?groupCode=job_title",
+ "POST /api/customer/create",
+ "GET /api/rule/customer/dedup",
+ "GET /api/customer/check-name?name=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E8%B4%A3%E4%BB%BB%E5%85%AC%E5%8F%B8",
+ "GET /api/auth/debug/token?userId=739564171091247104",
+ "GET /api/auth/me",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "GET /api/preference/view-form/get?scopeKey=customer.mine",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&archiveStatus=1",
+ "GET /api/preference/view/list?scopeKey=customer.overview",
+ "GET /api/preference/view-form/get?scopeKey=customer.overview",
+ "POST /api/customer/workspace/page # workspace=overview¤t=1&size=10&viewType=ASSIGNED&archiveStatus=1",
+ "GET /api/preference/view/list?scopeKey=customer.pool",
+ "GET /api/preference/view-form/get?scopeKey=customer.pool",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&viewType=ASSIGNED&archiveStatus=1",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "GET /api/preference/view-form/get?scopeKey=customer.mine",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&archiveStatus=1",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=FOLLOW_UP_DUE&archiveStatus=1",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&archiveStatus=1",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&archiveStatus=1&customerStage=3",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&archiveStatus=1",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&archiveStatus=2",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c-%E5%B7%B2%E5%BD%92%E6%A1%A3&archiveStatus=2",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c-%E5%B7%B2%E5%BD%92%E6%A1%A3&archiveStatus=1",
+ "POST /api/preference/view/save?scopeKey=customer.mine # {\"name\":\"e2c-dr-视图\",\"isDefault\":false,\"seqNo\":10,\"conditions\":[{\"field\":\"keyword\",\"operator\":\"like\",\"value\":\"e2c\"}]}",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1&savedViewId=76ac031d780e41558ceaf438ffd0b163",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1&savedViewId=76ac031d780e41558ceaf438ffd0b163",
+ "POST /api/preference/view/delete?scopeKey=customer.mine&viewId=76ac031d780e41558ceaf438ffd0b163",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "GET /api/preference/view/list?scopeKey=customer.overview",
+ "GET /api/preference/view-form/get?scopeKey=customer.overview",
+ "POST /api/customer/workspace/page # workspace=overview¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1",
+ "POST /api/preference/view-form/save # scopeKey=customer.overview&viewForm=board",
+ "POST /api/customer/workspace/board/summary # workspace=overview&viewType=ASSIGNED&groupColumn=stage",
+ "POST /api/customer/workspace/board/cards # workspace=overview&viewType=ASSIGNED&groupColumn=stage&groupValue=1¤t=1&size=20",
+ "POST /api/customer/workspace/board/cards # workspace=overview&viewType=ASSIGNED&groupColumn=stage&groupValue=2¤t=1&size=20",
+ "POST /api/customer/workspace/board/cards # workspace=overview&viewType=ASSIGNED&groupColumn=stage&groupValue=3¤t=1&size=20",
+ "POST /api/preference/view-form/save # scopeKey=customer.overview&viewForm=list",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "GET /api/preference/view-form/get?scopeKey=customer.mine",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1",
+ "GET /api/customer/company-lookup?companyName=%E5%8D%8E%E5%85%B4%E6%99%BA%E9%80%A0%E7%A7%91%E6%8A%80",
+ "POST /api/customer/create # customerName=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E8%B4%A3%E4%BB%BB%E5%85%AC%E5%8F%B8&customerType=customer_type_01&provinceCode=440000&cityCode=440100&districtCode=440103&industryCode=gov_1&customerStarLevel=3&relationStarLevel=3&isBizNegotiated=0&isChild=0&ownerUserId=739564171091247104",
+ "POST /api/customer/create # customerName=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E8%B4%A3%E4%BB%BB%E5%85%AC%E5%8F%B8&customerType=customer_type_01&provinceCode=440000&cityCode=440100&districtCode=440103&industryCode=gov_1&customerStarLevel=3&relationStarLevel=3&isBizNegotiated=0&isChild=0&ownerUserId=739564171091247104&confirmSimilar=true",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "GET /api/customer/detail?id=753771843382411264",
+ "GET /api/customer/detail?id=753771843382411264",
+ "POST /api/customer/edit?id=753771843382411264 # customerName=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E8%B4%A3%E4%BB%BB%E5%85%AC%E5%8F%B8-%E6%94%B9&customerType=customer_type_01&provinceCode=440000&cityCode=440100&districtCode=440103&industryCode=gov_1&customerStarLevel=3&relationStarLevel=3&version=0&isBizNegotiated=0&isChild=0",
+ "POST /api/customer/edit?id=753771843382411264 # customerName=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E8%B4%A3%E4%BB%BB%E5%85%AC%E5%8F%B8-%E6%94%B9&customerType=customer_type_01&provinceCode=440000&cityCode=440100&districtCode=440103&industryCode=gov_1&customerStarLevel=3&relationStarLevel=3&version=0&isBizNegotiated=0&isChild=0&confirmSimilar=true",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "GET /api/customer/detail?id=753771843382411264",
+ "GET /api/customer/detail?id=753771843382411264",
+ "GET /api/dict/item/tree?groupCode=job_title",
+ "GET /api/dict/item/enabled-list?groupCode=contact_source",
+ "GET /api/dict/item/tree?groupCode=industry",
+ "GET /api/customer/contacts?customerId=753771843382411264",
+ "GET /api/customer/contact/graph/detail?customerId=753771843382411264",
+ "GET /api/customer/follow/page?id=753771843382411264¤t=1&size=50",
+ "GET /api/customer/opportunity/page?id=753771843382411264",
+ "GET /api/customer/project/page?id=753771843382411264¤t=1&size=50",
+ "GET /api/customer/agreement/list?customerId=753771843382411264",
+ "GET /api/customer/member/list?id=753771843382411264",
+ "GET /api/customer/oplog/page?id=753771843382411264¤t=1&size=50",
+ "GET /api/customer/contact/page?current=1&size=10&keyword=",
+ "GET /api/customer/detail?id=753771843382411264",
+ "GET /api/customer/detail-head?id=750844477165273088",
+ "GET /api/customer/detail?id=750844477165273088",
+ "GET /api/customer/detail?id=750844477165273088",
+ "GET /api/customer/opportunity/page?id=750844477165273088",
+ "GET /api/customer/project/page?id=750844477165273088¤t=1&size=50",
+ "GET /api/customer/contact/search?keyword=%E5%BC%A0%E5%85%B3%E9%94%AE&limit=20",
+ "GET /api/customer/member/list?id=750844477165273088",
+ "POST /api/customer/member/add?id=750844477165273088 # memberUserIds=744842318024015872",
+ "GET /api/customer/member/list?id=750844477165273088",
+ "POST /api/customer/member/remove?id=750844477165273088&memberUserId=744842318024015872",
+ "GET /api/customer/member/list?id=750844477165273088",
+ "GET /api/customer/contacts?customerId=750844477165273088",
+ "GET /api/customer/contact/graph/detail?customerId=750844477165273088",
+ "POST /api/customer/contact/quickAdd # customerId=750844477165273088&rows[0].name=李冒烟&rows[0].jobTitleCode=chairman&rows[0].phone=13800002222&rows[0].source=other&rows[0].isKeyContact=0&rows[1].name=赵冒烟&rows[1].jobTitleCode=chairman&rows[1].source=other",
+ "GET /api/customer/contacts?customerId=750844477165273088",
+ "GET /api/customer/contact/reveal?id=753771972256595968",
+ "GET /api/customer/contact/reveal?id=753771972432756736",
+ "GET /api/customer/contact/reveal?id=750844500779204608",
+ "GET /api/customer/contact/reveal?id=750844501387378688",
+ "GET /api/customer/contact/reveal?id=750844500171030528",
+ "POST /api/customer/contact/batchEdit # rows%5B0%5D.id=750844500171030528&rows%5B0%5D.name=%E5%BC%A0%E5%85%B3%E9%94%AE&rows%5B0%5D.jobTitleCode=chairman&rows%5B0%5D.phone=&rows%5B0%5D.source=contact_source_01&rows%5B0%5D.isKeyContact=1",
+ "GET /api/customer/contacts?customerId=750844477165273088",
+ "GET /api/customer/contact/graph/detail?customerId=750844477165273088",
+ "GET /api/customer/contact/check-phone?phone=13812340001",
+ "POST /api/customer/contact/delete?id=753771972256595968",
+ "GET /api/customer/contacts?customerId=750844477165273088",
+ "GET /api/customer/contact/graph/detail?customerId=750844477165273088",
+ "GET /api/customer/follow/page?id=750844477165273088¤t=1&size=50",
+ "POST /api/customer/follow/add?id=750844477165273088 # followWay=follow_way_01&followContent=%E5%86%92%E7%83%9F%E8%B7%9F%E8%BF%9B%E5%86%85%E5%AE%B9-%E7%94%B5%E8%AF%9D%E6%B2%9F%E9%80%9A",
+ "GET /api/customer/follow/page?id=750844477165273088¤t=1&size=50",
+ "GET /api/customer/detail-head?id=750844477165273088",
+ "GET /api/customer/follow/page?id=750844477165273088&followWay=follow_way_01¤t=1&size=50",
+ "POST /api/customer/focus?id=750844477165273088",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1",
+ "GET /api/customer/detail-head?id=750844477165273088",
+ "POST /api/customer/star?id=750844477165273088",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1",
+ "GET /api/customer/detail-head?id=750844477165273088",
+ "GET /api/customer/oplog/page?id=750844477165273088¤t=1&size=50",
+ "GET /api/customer/oplog/page?id=750844477165273088&action=FOLLOW¤t=1&size=50",
+ "GET /api/customer/oplog/page?id=750844477165273088&action=CREATE¤t=1&size=50",
+ "POST /api/customer/import/upload",
+ "GET /api/customer/import/page?current=1&size=20",
+ "POST /api/customer/import/confirm?taskId=753772071518994432",
+ "GET /api/customer/import/result?taskId=753772071518994432",
+ "GET /api/customer/import/failures?taskId=753772071518994432",
+ "GET /api/customer/import/page?current=1&size=20",
+ "GET /api/customer/import/page?current=1&size=20&status=2",
+ "GET /api/customer/import/page?current=1&size=20&status=2&importMode=UPSERT",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "GET /api/customer/detail?id=753771843382411264",
+ "GET /api/customer/contacts?customerId=753771843382411264",
+ "GET /api/customer/contact/graph/detail?customerId=753771843382411264",
+ "POST /api/customer/contact/import/upload",
+ "POST /api/customer/contact/import/confirm?taskId=753772113634000896",
+ "GET /api/customer/contact/import/result?taskId=753772113634000896",
+ "GET /api/customer/contact/import/result?taskId=753772113634000896",
+ "GET /api/customer/contact/import/failures?taskId=753772113634000896",
+ "GET /api/customer/contact/import/result?taskId=753772113634000896",
+ "GET /api/customer/contacts?customerId=753771843382411264",
+ "GET /api/customer/contact/graph/detail?customerId=753771843382411264",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "GET /api/preference/view-form/get?scopeKey=customer.mine",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c&archiveStatus=1",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE&archiveStatus=1",
+ "POST /api/opportunity # opportunityName=e2c-dr-%E6%BC%94%E7%A4%BA%E5%95%86%E6%9C%BA&oppSource=opp_source_02&bidForm=bid_form_01&localityType=locality_type_01&provinceCode=440000&cityCode=440100&customerId=753771843382411264&customerName=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E8%B4%A3%E4%BB%BB%E5%85%AC%E5%8F%B8-%E6%94%B9&isPrimaryIntended=1&customerRole=customer_role_01",
+ "POST /api/customer/release-pool-batch?ids=753771843382411264",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "POST /api/opportunity/assign?id=753772150371909632&userId=739564171091247104",
+ "POST /api/opportunity/close?id=753772150371909632&closeReason=%E5%86%92%E7%83%9F%E6%BC%94%E7%A4%BA%E5%85%B3%E9%97%AD",
+ "POST /api/customer/release-pool-batch?ids=753771843382411264",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&viewType=ASSIGNED&keyword=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "POST /api/customer/claim-batch?ids=753771843382411264",
+ "POST /api/customer/assign-batch?ids=753771843382411264&userId=744842318024015872",
+ "GET /api/auth/debug/token?userId=744842318024015872",
+ "GET /api/customer/transfer/preview",
+ "POST /api/customer/transfer/initiate",
+ "GET /api/customer/transfer/page?current=1&size=10",
+ "GET /api/customer/transfer/detail?id=753772181279735808",
+ "GET /api/customer/transfer/assignable?id=753772181279735808",
+ "POST /api/customer/transfer/assign?id=753772181279735808&customerIds=753771843382411264&assignUserId=99021002",
+ "GET /api/customer/transfer/detail?id=753772181279735808",
+ "GET /api/customer/transfer/page?current=1&size=10",
+ "POST /api/customer/release-pool-batch?ids=753772080058597376",
+ "GET /api/preference/view/list?scopeKey=customer.pool",
+ "GET /api/preference/view-form/get?scopeKey=customer.pool",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&viewType=ASSIGNED&keyword=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE&archiveStatus=1",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&viewType=ASSIGNED&keyword=e2c-dr-imp&archiveStatus=1",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "POST /api/customer/claim-batch?ids=753772080058597376",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "POST /api/customer/archive-batch?ids=753772080058597376",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "GET /api/customer/detail-head?id=753772080058597376",
+ "GET /api/customer/detail?id=753772080058597376",
+ "POST /api/customer/restore?id=753772080058597376",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753772080058597376",
+ "POST /api/customer/archive?id=753772080058597376",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753772080058597376",
+ "POST /api/customer/assign-batch?ids=753772080058597376&userId=744842318024015872",
+ "GET /api/rule/customer/dedup",
+ "GET /api/rule/customer/dedup",
+ "POST /api/rule/customer/dedup/save # masterEnabled=1&nameEnabled=1&nameMatchMode=2&similarityThreshold=90&phoneEnabled=1",
+ "GET /api/rule/customer/dedup",
+ "POST /api/rule/customer/dedup/save # masterEnabled=1&nameEnabled=1&nameMatchMode=2&similarityThreshold=80&phoneEnabled=1",
+ "GET /api/rule/customer/dedup",
+ "GET /api/rule/customer/dedup",
+ "GET /api/customer/check-name?name=e2c-dr-%E6%81%92%E4%BF%A1%E8%BE%BE%E7%A7%91%E6%8A%80%E6%9C%89%E9%99%90%E8%B4%A3%E4%BB%BB%E5%85%AC%E5%8F%B8",
+ "GET /api/customer/check-credit-code?creditCode=91440101E2CTEST001",
+ "POST /api/customer/create # customerName=e2c-dr-%E6%92%9E%E7%A0%81%E5%AE%A2%E6%88%B7&customerType=customer_type_01&provinceCode=440000&cityCode=440100&districtCode=440103&industryCode=gov_1&unifiedCreditCode=91440101E2CTEST001&customerStarLevel=3&relationStarLevel=3&isBizNegotiated=0&isChild=0",
+ "GET /api/rule/customer/reminder",
+ "POST /api/rule/customer/reminder/save # masterEnabled=1&firstTriggerEnabled=1&firstTriggerDays=0&secondIntervalEnabled=1&secondIntervalDays=0",
+ "POST /api/rule/customer/reminder/save # masterEnabled=1&firstTriggerEnabled=1&firstTriggerDays=30&secondIntervalEnabled=1&secondIntervalDays=7",
+ "GET /api/rule/customer/reminder",
+ "GET /api/preference/view/list?scopeKey=customer.pool",
+ "GET /api/preference/view-form/get?scopeKey=customer.pool",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "GET /api/preference/view-form/get?scopeKey=customer.mine",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/customer/detail-head?id=753771843382411264",
+ "GET /api/customer/detail?id=753771843382411264",
+ "GET /api/customer/detail?id=753771843382411264",
+ "GET /api/customer/follow/page?id=753771843382411264¤t=1&size=50",
+ "GET /api/customer/opportunity/page?id=753771843382411264",
+ "GET /api/customer/member/list?id=753771843382411264",
+ "GET /api/customer/contacts?customerId=753771843382411264",
+ "GET /api/customer/contact/graph/detail?customerId=753771843382411264",
+ "GET /api/preference/view/list?scopeKey=customer.pool",
+ "GET /api/preference/view-form/get?scopeKey=customer.pool",
+ "POST /api/customer/workspace/page # workspace=pool¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/preference/view/list?scopeKey=customer.mine",
+ "GET /api/preference/view-form/get?scopeKey=customer.mine",
+ "POST /api/customer/workspace/page # workspace=mine¤t=1&size=10&keyword=e2c-dr-imp&archiveStatus=1",
+ "GET /api/customer/detail-head?id=750844477165273088",
+ "GET /api/customer/detail?id=750844477165273088",
+ "GET /api/customer/follow/page?id=750844477165273088¤t=1&size=50",
+ "GET /api/customer/opportunity/page?id=750844477165273088",
+ "GET /api/customer/member/list?id=750844477165273088",
+ "GET /api/customer/detail?id=750844477165273088",
+ "GET /api/customer/contacts?customerId=750844477165273088",
+ "GET /api/customer/contact/graph/detail?customerId=750844477165273088",
+ "GET /api/customer/contact/detail?id=753771972432756736",
+ "GET /api/customer/project/page?id=750844477165273088¤t=1&size=50",
+ "GET /api/customer/company-lookup?companyName=%E6%B5%8B%E8%AF%95%E8%81%94%E6%83%B3%E8%AF%8D",
+ "GET /api/rule/customer/dedup",
+ "GET /api/rule/customer/reminder",
+ "GET /api/preference/view-form/get?scopeKey=customer.overview"
+ ]
+}
\ No newline at end of file
diff --git a/.scratch/customer-demo-ref/demo/smoke.py b/.scratch/customer-demo-ref/demo/smoke.py
new file mode 100644
index 0000000..14da713
--- /dev/null
+++ b/.scratch/customer-demo-ref/demo/smoke.py
@@ -0,0 +1,1099 @@
+# -*- coding: utf-8 -*-
+"""customer-demo-ref 40 步冒烟（票 14；骨架照搬 t04 + contact-graph 冒烟）
+
+被测：demo/index.html?api=http://localhost:8080（本 effort fork）
+前置：SPRING_PROFILES_ACTIVE=verify CRM_MINIO_AK=admin CRM_MINIO_SK=Itc@123456 java -jar crm-app/target/crm-app-1.0.0-SNAPSHOT.jar
+运行：py -X utf8 .scratch/customer-demo-ref/demo/smoke.py
+认证：page.route 反代 http://localhost:8080/**（剥 origin/host/authorization + 注 Bearer debug token + 补 CORS）
+纪律：只测不修；写夹具 e2c-dr-* 用后正门硬删；偏好/规则写后 API 还原；零 PUT/DELETE。
+"""
+import io, os, re, sys, json, time, urllib.request, urllib.parse, urllib.error
+sys.stdout = io.TextIOWrapper(sys.stdout.buffer, encoding='utf-8', line_buffering=True)
+import pymysql
+from playwright.sync_api import sync_playwright
+
+ROOT = r"e:\code\crm-backend-matt\.scratch\customer-demo-ref"
+DEMO = os.path.join(ROOT, "demo")
+SHOTS = os.path.join(DEMO, "shots"); os.makedirs(SHOTS, exist_ok=True)
+URL = 'file:///' + os.path.join(DEMO, 'index.html').replace('\\', '/') + '?api=http://localhost:8080'
+BASE = "http://localhost:8080"
+ADMIN = "739564171091247104" # 罗伟健 admin
+BUDDY = "744842318024015872" # 曾偲青（协同样例）
+PFX = "e2c-dr"
+TS = time.strftime("%H%M%S")
+
+steps, api_urls, console_errors, http_fails = [], [], [], []
+
+def step(name, ok, note=""):
+ steps.append({"step": name, "ok": bool(ok), "note": str(note)[:400]})
+ print(("PASS " if ok else "FAIL ") + name + (" | " + str(note)[:300] if note else ""))
+
+def shot(pg, name):
+ try: pg.screenshot(path=os.path.join(SHOTS, name), full_page=False)
+ except Exception: pass
+
+# ---------------- HTTP 直调（夹具/取证不走浏览器；请求同样记入 api_urls 供步 39 端点矩阵覆盖） ----------------
+def post(url, data, token=None, raw=False):
+ api_urls.append("POST " + url.split(BASE)[-1])
+ req = urllib.request.Request(url, data=urllib.parse.urlencode(data).encode(), method="POST")
+ req.add_header("Content-Type", "application/x-www-form-urlencoded;charset=UTF-8")
+ if token: req.add_header("Authorization", "Bearer " + token)
+ with urllib.request.urlopen(req, timeout=30) as r:
+ b = r.read().decode()
+ return b if raw else json.loads(b)
+
+def get_json(url, token=None, raw=False):
+ if url.startswith(BASE):
+ api_urls.append("GET " + url.split(BASE)[-1])
+ req = urllib.request.Request(url)
+ if token: req.add_header("Authorization", "Bearer " + token)
+ with urllib.request.urlopen(req, timeout=30) as r:
+ b = r.read().decode()
+ return b if raw else json.loads(b)
+
+def get_token(uid, tries=8):
+ for _ in range(tries):
+ try:
+ d = get_json(f"{BASE}/api/auth/debug/token?userId={uid}").get("data")
+ if d: return d if isinstance(d, str) else d.get("token")
+ except Exception: pass
+ time.sleep(2)
+ raise RuntimeError("debug/token 重试后仍失败（服务未起？）")
+
+def db():
+ return pymysql.connect(host='8.129.84.155', port=3306, user='root', password='Itc@123456',
+ database='crm', charset='utf8mb4', autocommit=True,
+ connect_timeout=10, cursorclass=pymysql.cursors.DictCursor)
+
+def dbq(sql, args=None):
+ with db() as conn, conn.cursor() as cur:
+ cur.execute(sql, args); return cur.fetchall()
+
+def dbx(sql, args=None):
+ with db() as conn, conn.cursor() as cur:
+ cur.execute(sql, args); return cur.rowcount
+
+def dict_one(group, token):
+ try:
+ d = get_json(f"{BASE}/api/dict/item/enabled-list?groupCode={group}", token).get("data") or []
+ return (d[0] or {}).get("code") if d else None
+ except Exception: return None
+
+def mk_customer(name, token, ctype, gov, owner=ADMIN, credit=None):
+ form = {"customerName": name, "customerType": ctype,
+ "provinceCode": "440000", "cityCode": "440100", "districtCode": "440103",
+ "industryCode": gov, "customerStarLevel": 3, "relationStarLevel": 3,
+ "isBizNegotiated": 0, "isChild": 0, "ownerUserId": owner}
+ if credit: form["unifiedCreditCode"] = credit
+ r = post(f"{BASE}/api/customer/create", form, token)
+ d = r.get("data") or {}
+ if isinstance(d, dict) and d.get("needConfirm"):
+ r = post(f"{BASE}/api/customer/create", dict(form, confirmSimilar="true"), token)
+ d = r.get("data") or {}
+ if not (isinstance(d, dict) and d.get("id")):
+ raise RuntimeError(f"夹具客户创建失败 {name}: {str(r)[:160]}")
+ return str(d["id"])
+
+def quick_add(cid, rows, token):
+ form = {"customerId": str(cid)}
+ for i, row in enumerate(rows):
+ for k, v in row.items():
+ form[f"rows[{i}].{k}"] = str(v)
+ r = post(f"{BASE}/api/customer/contact/quickAdd", form, token)
+ d = r.get("data") or {}
+ if d.get("failedRows"):
+ print(" [warn] quickAdd 失败行:", json.dumps(d["failedRows"], ensure_ascii=False)[:200])
+ return r
+
+def job_code_first(token):
+ """job_title 两级树（/api/dict/item/tree）取首个二级 code（quickAdd/导入模板行都吃字典编码）。"""
+ try:
+ tree = get_json(f"{BASE}/api/dict/item/tree?groupCode=job_title", token).get("data") or []
+ for g in tree:
+ for c in (g.get("children") or []):
+ if c.get("code"): return c["code"]
+ except Exception: pass
+ return None
+
+# ---------------- seed 自举（共享库 e2c- 种子缺失时幂等补建；票 12 实测远程库无 e2c- seed） ----------------
+SEEDS = {}
+
+def ensure_seeds(tok, ctype, gov, jobc):
+ def find(name):
+ rows = dbq("SELECT id, archive_status FROM customer WHERE customer_name=%s AND deleted=0", (name,))
+ return (str(rows[0]["id"]), rows[0]["archive_status"]) if rows else (None, None)
+ # 1) e2c-全字段-科技（详情/图谱/日志样例，owner=ADMIN，带信用代码）
+ sid, _ = find("e2c-全字段-科技")
+ if not sid:
+ sid = mk_customer("e2c-全字段-科技", tok, ctype, gov, credit="91440101E2CTEST001")
+ SEEDS["full"] = sid
+ # 2) e2c-dr-恒信达科技有限责任公司（查重相似源，步 9/27；带 e2c-dr 前缀便于 sweep 清扫）
+ hid, _ = find("e2c-dr-恒信达科技有限责任公司")
+ if not hid:
+ hid = mk_customer("e2c-dr-恒信达科技有限责任公司", tok, ctype, gov)
+ SEEDS["hxd"] = hid
+ # 2b) 旧版 seed（无 dr 前缀）改名进 sweep 射程，防跨轮残留
+ old_hid = dbq("SELECT id FROM customer WHERE customer_name=%s AND deleted=0 AND id<>%s",
+ ("e2c-恒信达科技有限责任公司", int(hid)))
+ for r in old_hid:
+ dbx("UPDATE customer SET customer_name=%s WHERE id=%s", ("e2c-dr-旧seed-%s" % r["id"], r["id"]))
+ # 2c) 组织关系 seed：BUDDY 所在部门 leader 缺失 → initiate 67011（D22 总监推导走 sys_dept.leader_user_id）
+ try:
+ bd = dbq("SELECT dept_id FROM crm_auth_user WHERE id=%s", (int(BUDDY),))
+ if bd and bd[0]["dept_id"]:
+ dbx("UPDATE sys_dept SET leader_user_id=%s WHERE id=%s AND leader_user_id IS NULL",
+ (int(ADMIN), bd[0]["dept_id"]))
+ except Exception as e:
+ print(" [warn] leader seed 跳过: %s" % e)
+ # 2d) 查重设置归位：出厂 FUZZY(2)（CustomerNameMatchMode javadoc「模糊=出厂默认」）；
+ # 五跑步 26 save 硬编码 nameMatchMode=1 曾把共享库写成 EXACT，这里幂等归位
+ try:
+ dd = get_json(f"{BASE}/api/rule/customer/dedup", tok).get("data") or {}
+ if dd.get("nameMatchMode") != 2:
+ post(f"{BASE}/api/rule/customer/dedup/save",
+ {"masterEnabled": dd.get("masterEnabled") or 1, "nameEnabled": dd.get("nameEnabled") or 1,
+ "nameMatchMode": 2, "similarityThreshold": dd.get("similarityThreshold") or 80,
+ "phoneEnabled": dd.get("phoneEnabled") or 1}, tok)
+ print(" [seed] 查重匹配方式归位 FUZZY(2)", flush=True)
+ except Exception as e:
+ print(" [warn] dedup 归位跳过: %s" % e)
+ # 2e) seed 客户冒烟联系人清扫（上轮步 16 的李冒烟/赵冒烟，保证步 16 幂等；「李普通」为共享 seed 预置不动）
+ dbx("DELETE FROM customer_contact WHERE customer_id=%s AND name IN (%s,%s) AND deleted=0",
+ (int(sid), "李冒烟", "赵冒烟"))
+ # 2f) 旧 seed 联系人职务修复：张关键/王重复（9/10 旧行）job_title_id 为 NULL 且 job_title_name
+ # 不在字典树（「采购总监（已更新）」）→ loadContacts 的 _jobCode 反查失败 → saveListAll
+ # 「职务必填」拦截 batchEdit（六跑步 17/39 实锤）。按 jobc 的 dict_item 归位。
+ try:
+ drow = dbq("SELECT id, name FROM dict_item WHERE code=%s LIMIT 1", (jobc,))
+ if drow:
+ for nm in ("张关键", "王重复"):
+ dbx("UPDATE customer_contact SET job_title_id=%s, job_title_name=%s "
+ "WHERE customer_id=%s AND name=%s AND job_title_id IS NULL AND deleted=0",
+ (drow[0]["id"], drow[0]["name"], int(sid), nm))
+ except Exception as e:
+ print(" [warn] 联系人职务 seed 修复跳过: %s" % e)
+ # 3) e2c-已归档（步 5 只读消费）
+ aid, ast = find("e2c-已归档")
+ if not aid:
+ aid = mk_customer("e2c-已归档", tok, ctype, gov)
+ post(f"{BASE}/api/customer/archive?id={aid}", {}, tok)
+ elif ast != 2:
+ post(f"{BASE}/api/customer/archive?id={aid}", {}, tok)
+ SEEDS["archived"] = aid
+ # 4) 联系人样例：张关键 / 王重复（同号 13812340001，步 16/17）；行字段=jobTitleCode（RowInput 契约，jobTitleName 不被绑定）
+ rows = dbq("SELECT name FROM customer_contact WHERE customer_id=%s AND deleted=0", (sid,))
+ have = {r["name"] for r in rows}
+ todo = []
+ if "张关键" not in have: todo.append({"name": "张关键", "jobTitleCode": jobc, "phone": "13812340001", "isKeyContact": 1})
+ if "王重复" not in have: todo.append({"name": "王重复", "jobTitleCode": jobc, "phone": "13812340001"})
+ if todo: quick_add(sid, todo, tok)
+ return SEEDS
+
+# ---------------- sweep（e2c-dr* 正门 DB 硬删，幂等重跑） ----------------
+def sweep():
+ n = 0
+ rows = dbq("SELECT id FROM customer WHERE customer_name LIKE %s", (PFX + "%",))
+ for row in rows:
+ cid = str(row["id"]); n += 1
+ # 商机关联行（步 23 建的商机）：先删 opportunity_customer 再删商机主体+尽力清子表
+ opps = [r["opportunity_id"] for r in dbq(
+ "SELECT opportunity_id FROM opportunity_customer WHERE customer_id=%s", (cid,))]
+ dbx("DELETE FROM opportunity_customer WHERE customer_id=%s", (cid,))
+ for oid in opps:
+ for t in ("opportunity_dynamic", "opportunity_follow", "opportunity_oplog", "opportunity_member"):
+ try: dbx(f"DELETE FROM {t} WHERE opportunity_id=%s", (oid,))
+ except Exception: pass
+ dbx("DELETE FROM opportunity WHERE id=%s", (oid,))
+ for t in ("customer_contact_edge", "customer_contact_graph", "customer_contact_reveal_log",
+ "contact_import_fail", "contact_import_task", "customer_import_fail", "customer_import_task",
+ "customer_contact", "customer_oplog", "customer_focus", "customer_follow",
+ "customer_team_member", "customer_view_log", "customer_transfer_detail"):
+ try: dbx(f"DELETE FROM {t} WHERE customer_id=%s", (cid,))
+ except Exception: pass
+ dbx("DELETE FROM customer WHERE id=%s", (cid,))
+ # 交接单（发起人/接收人维度，e2c-dr 期间的 JG 单）
+ try:
+ bills = dbq("SELECT id FROM customer_transfer WHERE create_time > DATE_SUB(NOW(), INTERVAL 2 HOUR)")
+ for b in bills:
+ dbx("DELETE FROM customer_transfer_detail WHERE transfer_id=%s", (b["id"],))
+ dbx("DELETE FROM customer_transfer WHERE id=%s", (b["id"],))
+ n += 1
+ except Exception: pass
+ return n
+
+# ---------------- multipart 分流（Chromium 不回传文件内容 → Python 重发完整 multipart） ----------------
+_CUP_RE = re.compile(r"/api/customer/import/upload") # 客户导入
+_CUP_C_RE = re.compile(r"/api/customer/contact/import/upload") # 联系人导入
+_FLD = {"importMode": re.compile(rb'name="importMode"\r?\n\r?\n([A-Z_]+)'),
+ "duplicateStrategy": re.compile(rb'name="duplicateStrategy"\r?\n\r?\n([A-Z_]+)'),
+ "customerId": re.compile(rb'name="customerId"\r?\n\r?\n(\d+)')}
+
+def _py_upload(path, xlsx, token, mode, strategy, cid=None):
+ boundary = "----smokeBoundaryDr009876543210"
+ parts = []
+ kv = [("importMode", mode), ("duplicateStrategy", strategy)]
+ if cid: kv.insert(0, ("customerId", cid))
+ for k, v in kv:
+ parts.append(f'--{boundary}\r\nContent-Disposition: form-data; name="{k}"\r\n\r\n{v}\r\n'.encode())
+ with open(xlsx, "rb") as f: fb = f.read()
+ parts.append((f'--{boundary}\r\nContent-Disposition: form-data; name="file"; filename="{os.path.basename(xlsx)}"\r\n'
+ f'Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet\r\n\r\n').encode() + fb + b"\r\n")
+ parts.append(f"--{boundary}--\r\n".encode())
+ req = urllib.request.Request(BASE + path, data=b"".join(parts), method="POST")
+ req.add_header("Content-Type", f"multipart/form-data; boundary={boundary}")
+ req.add_header("Authorization", "Bearer " + token)
+ with urllib.request.urlopen(req, timeout=60) as r:
+ return json.loads(r.read().decode())
+
+def make_handle(route_token):
+ def handle_api(route):
+ req = route.request
+ cors = {"Access-Control-Allow-Origin": req.headers.get("origin") or "null",
+ "Access-Control-Allow-Credentials": "true"}
+ u = req.url
+ p = u.split("?")[0]
+ ct = (req.headers.get("content-type") or "")
+ # NET 断言载体：URL 带查询串；POST 文本体（urlencoded/JSON，multipart 已分流）附记在 # 之后
+ tail = ("?" + u.split("?", 1)[1]) if "?" in u else ""
+ if req.method == "POST" and "multipart" not in ct:
+ bt = (req.post_data or "")[:400]
+ if bt: tail += " # " + bt.replace("\n", " ")
+ api_urls.append(req.method + " " + p.split(BASE)[-1] + tail)
+ if req.method == "POST" and (_CUP_RE.search(p) or _CUP_C_RE.search(p)):
+ buf = req.post_data_buffer or b""
+ mode = (_FLD["importMode"].search(buf) or [b"", b"UPSERT"])[1].decode()
+ strat = (_FLD["duplicateStrategy"].search(buf) or [b"", b"SKIP"])[1].decode()
+ cid = (_FLD["customerId"].search(buf) or [b"", b""])[1].decode() or None
+ path = "/api/customer/import/upload" if _CUP_RE.search(p) else "/api/customer/contact/import/upload"
+ xlsx = XLSX_CUST if _CUP_RE.search(p) else XLSX_CONT
+ try:
+ env = _py_upload(path, xlsx, route_token, mode, strat, cid)
+ route.fulfill(status=200, body=json.dumps(env, ensure_ascii=False).encode(),
+ headers={"Content-Type": "application/json", **cors})
+ except urllib.error.HTTPError as e:
+ route.fulfill(status=e.code, body=e.read(), headers={"Content-Type": "application/json", **cors})
+ except Exception as e:
+ route.fulfill(status=502, headers={"Content-Type": "application/json", **cors},
+ body=json.dumps({"code": -1, "success": False, "message": f"py-upload: {e}"}))
+ return
+ h = {k: v for k, v in req.headers.items()
+ if k.lower() not in ("origin", "authorization", "referer", "host", "content-length")}
+ h["Authorization"] = "Bearer " + route_token
+ try:
+ data = req.post_data_buffer if req.method not in ("GET", "HEAD") else None
+ r2 = urllib.request.Request(req.url, data=data, method=req.method)
+ for k, v in h.items(): r2.add_header(k, v)
+ with urllib.request.urlopen(r2, timeout=60) as resp:
+ body = resp.read(); ct = resp.headers.get("Content-Type") or "application/json"; status = resp.status
+ route.fulfill(status=status, body=body, headers={"Content-Type": ct, **cors})
+ except urllib.error.HTTPError as e:
+ route.fulfill(status=e.code, body=e.read(), headers={
+ "Content-Type": e.headers.get("Content-Type") or "application/json", **cors})
+ except Exception as e:
+ route.fulfill(status=502, headers={"Content-Type": "application/json", **cors},
+ body=json.dumps({"code": -1, "success": False, "message": f"bridge: {e}"}))
+ return handle_api
+
+def wait_api(pg, substr, timeout_ms=8000):
+ """轮询 api_urls 直到出现含 substr 的请求（或超时）。"""
+ t0 = time.time()
+ while time.time() - t0 < timeout_ms / 1000:
+ if any(substr in u for u in api_urls): return True
+ pg.wait_for_timeout(200)
+ return False
+
+
+# ================= Part 2 · UI 主流程（步 1-19 A 核心域） =================
+def ev(pg, expr):
+ return pg.evaluate("() => " + expr)
+
+def read_toast(pg):
+ try:
+ return ev(pg, "[...document.querySelectorAll('#toast .toast-item')].map(x => x.textContent).join(' || ')") or ""
+ except Exception:
+ return ""
+
+def dlg_btn(pg, text):
+ """点击主