feat(client): A3 客户与行业目录(两级行业、客户组、字段审批)

背景:A3 需把行业 / 客户 / 客户组 / 客户级字段立为资产根节点;用户确认两级行业树与混搭 UI(行业 B / 客户列表 A / 详情 A / 新建 B / 客户组 B / 字段 A)。

改动:
- 新增 ADR-002,行业改为两级树,客户挂末级行业;同步 PRD / 技术架构 / 开发计划。
- 新增 client 模块:industries / customers / customer-groups / customer-fields 接口、真实 PrismaCustomerDirectory、客户状态机与客户转交、客户组数据范围解析、跨客户 404。
- 新增迁移与幂等种子(电商/金融两级行业、2 客户、1 客户组、4 条字段)。
- 前端新增行业/客户/客户组/字段审批页面与路由、导航更名(客户管理 / 行业管理 / 客户组),复用现有 token。
- 补充 shared 契约单测、client 集成用例、A3 浏览器 e2e。

影响面:client 模块与 client 表、shared 契约、web 路由/导航、ScopeContext 数据范围、OpenAPI 与种子;A1 客户转交占位由 client 实现替换。
回滚:回滚本提交;数据库保留新增表或按报告执行 down SQL;CUSTOMER_DIRECTORY 可切回空集实现。
验证:format:check / lint / typecheck / test 全绿(shared 131 / api 90 / web 125,共 346);test:int 5 文件 39 条;A3 e2e 1/1;build 8/8;真实浏览器六页验证通过。
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Stev_Wang committed 2026-11-03 21:45:38 +08:00
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@@ -21,7 +21,8 @@
| **A0 报告** | [灵犀_A0工程骨架与契约基线_实施报告_V0.1.md](docs/开发计划/灵犀_A0工程骨架与契约基线_实施报告_V0.1.md) | V0.1 | A0 完成范围、门禁实测、环境适配与待确认事项 | | **A0 报告** | [灵犀_A0工程骨架与契约基线_实施报告_V0.1.md](docs/开发计划/灵犀_A0工程骨架与契约基线_实施报告_V0.1.md) | V0.1 | A0 完成范围、门禁实测、环境适配与待确认事项 |
| **A1 报告** | [灵犀_A1身份认证与用户管理_实施报告_V0.1.md](docs/开发计划/灵犀_A1身份认证与用户管理_实施报告_V0.1.md) | V0.1 | A1 完成范围、契约/实现/测试、遗留与下一步 | | **A1 报告** | [灵犀_A1身份认证与用户管理_实施报告_V0.1.md](docs/开发计划/灵犀_A1身份认证与用户管理_实施报告_V0.1.md) | V0.1 | A1 完成范围、契约/实现/测试、遗留与下一步 |
| **A2 报告** | [灵犀_A2角色权限与数据范围_实施报告_V0.1.md](docs/开发计划/灵犀_A2角色权限与数据范围_实施报告_V0.1.md) | V0.1 | A2 完成范围、H1 决策、前后端/测试、遗留与下一步 | | **A2 报告** | [灵犀_A2角色权限与数据范围_实施报告_V0.1.md](docs/开发计划/灵犀_A2角色权限与数据范围_实施报告_V0.1.md) | V0.1 | A2 完成范围、H1 决策、前后端/测试、遗留与下一步 |
| **ADR** | [docs/adr/](docs/adr/README.md) | — | 架构决策记录(ADR-001 权限点目录与六类数据范围) | | **A3 报告** | [灵犀_A3客户与行业目录_实施报告_V0.1.md](docs/开发计划/灵犀_A3客户与行业目录_实施报告_V0.1.md) | V0.1 | A3 完成范围、两级行业决策、混搭 UI、测试与遗留 |
| **ADR** | [docs/adr/](docs/adr/README.md) | — | 架构决策记录(ADR-001 权限;ADR-002 两级行业目录) |
| 历史 PRD | `docs/PRD/灵犀_信息流素材生产平台_PRD_V0.1~V0.3.md` | 归档 | 仅作沿革参考,**不具约束力** | | 历史 PRD | `docs/PRD/灵犀_信息流素材生产平台_PRD_V0.1~V0.3.md` | 归档 | 仅作沿革参考,**不具约束力** |
> 阅读顺序:`AGENTS.md` → PRD §1/§6 → 技术架构 §0.2/§3 → 按任务查 `docs/工程规范/`。 > 阅读顺序:`AGENTS.md` → PRD §1/§6 → 技术架构 §0.2/§3 → 按任务查 `docs/工程规范/`。
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@@ -7,6 +7,7 @@ import { APP_CONFIG, AppConfigModule } from './config/config.module';
import type { AppConfig } from './config/env'; import type { AppConfig } from './config/env';
import { PrismaModule } from './infra/prisma/prisma.module'; import { PrismaModule } from './infra/prisma/prisma.module';
import { RedisModule } from './infra/redis/redis.module'; import { RedisModule } from './infra/redis/redis.module';
import { ClientModule } from './modules/client/client.module';
import { IdentityModule } from './modules/identity/identity.module'; import { IdentityModule } from './modules/identity/identity.module';
import { PlatformModule } from './modules/platform/platform.module'; import { PlatformModule } from './modules/platform/platform.module';
@@ -49,6 +50,7 @@ import { PlatformModule } from './modules/platform/platform.module';
RedisModule, RedisModule,
SecurityModule, SecurityModule,
IdentityModule, IdentityModule,
ClientModule,
PlatformModule, PlatformModule,
], ],
}) })
@@ -7,7 +7,6 @@ import { PermissionCatalogService } from './catalog/permission-catalog.service';
import { JwtAuthGuard, PermissionGuard, ScopeGuard, SpecialPermissionGuard } from './guards'; import { JwtAuthGuard, PermissionGuard, ScopeGuard, SpecialPermissionGuard } from './guards';
import { PermissionService } from './permission.service'; import { PermissionService } from './permission.service';
import { RequestContextService } from './request-context'; import { RequestContextService } from './request-context';
import { CUSTOMER_DIRECTORY, EmptyCustomerDirectory } from './scope/customer-directory';
import { ScopeResolver } from './scope/scope-resolver.service'; import { ScopeResolver } from './scope/scope-resolver.service';
import { TokenService } from './token.service'; import { TokenService } from './token.service';
@@ -15,8 +14,8 @@ import { TokenService } from './token.service';
* 全局安全能力:请求上下文(AsyncLocalStorage)、权限解析、数据范围解析、JWT 与守卫链。 * 全局安全能力:请求上下文(AsyncLocalStorage)、权限解析、数据范围解析、JWT 与守卫链。
* 守卫顺序:JwtAuthGuard → PermissionGuard → SpecialPermissionGuard → ScopeGuard。 * 守卫顺序:JwtAuthGuard → PermissionGuard → SpecialPermissionGuard → ScopeGuard。
* *
* `CUSTOMER_DIRECTORY` 是客户目录端口:A2 注册空集实现,A3 落地 client 模块后替换 provider * `CUSTOMER_DIRECTORY` 由全局 ClientModule 提供真实实现(A3);
* 即可让六类数据范围解析出真实客户集合,ScopeResolver / 守卫链无需改动。 * ScopeResolver / 守卫链只依赖端口,不感知客户模块。
*/ */
@Global() @Global()
@Module({ @Module({
@@ -32,7 +31,6 @@ import { TokenService } from './token.service';
JwtAuthGuard, JwtAuthGuard,
SpecialPermissionGuard, SpecialPermissionGuard,
ScopeGuard, ScopeGuard,
{ provide: CUSTOMER_DIRECTORY, useClass: EmptyCustomerDirectory },
{ provide: APP_GUARD, useExisting: JwtAuthGuard }, { provide: APP_GUARD, useExisting: JwtAuthGuard },
{ provide: APP_GUARD, useExisting: PermissionGuard }, { provide: APP_GUARD, useExisting: PermissionGuard },
{ provide: APP_GUARD, useExisting: SpecialPermissionGuard }, { provide: APP_GUARD, useExisting: SpecialPermissionGuard },
@@ -0,0 +1,451 @@
import { API_PREFIX, ErrorCode, Permission, ulid } from '@lingxi/shared';
import { PrismaClient } from '@prisma/client';
import { afterAll, beforeAll, describe, expect, it } from 'vitest';
import { createApp, type CreatedApiApp } from '../../bootstrap';
import { loadDotenv } from '../../config/load-dotenv';
const PASSWORD_HASH =
'$argon2id$v=19$m=65536,p=4,t=3$Osdgg3Fz53AwcoC2kyGiGg$QVbxW7Ok/SlCNbML95go2J/6GMSfE1EG3jBTJgR4zO4';
const PASSWORD = 'lingxi2026';
const PREFIX = 'itqa3.';
const API = API_PREFIX;
loadDotenv();
const prisma = new PrismaClient();
interface TokenBody {
accessToken: string;
}
interface JsonResult<T> {
status: number;
body: T;
}
interface FixtureUser {
id: string;
account: string;
}
let phoneCounter = 0;
let app: CreatedApiApp['app'];
let superToken = '';
let scopedToken = '';
let approverToken = '';
let scopedUserId = '';
let rootIndustryId = '';
let leafIndustryId = '';
let customerId = '';
let groupId = '';
const createdUserIds: string[] = [];
const createdRoleIds: string[] = [];
function nextPhone(): string {
phoneCounter += 1;
return `136${String(phoneCounter).padStart(8, '0')}`;
}
async function createRole(
suffix: string,
permissions: string[],
dataScope: { type: string; targetId?: string },
): Promise<string> {
const id = ulid();
await prisma.role.create({
data: {
id,
code: `${PREFIX}role_${suffix}`,
name: `${PREFIX}角色-${suffix}`,
description: 'A3-QA-01 集成测试角色',
status: 'ACTIVE',
permissions: { create: permissions.map((permissionCode) => ({ permissionCode })) },
dataScopes: {
create: [{ id: ulid(), scopeType: dataScope.type, targetId: dataScope.targetId ?? null }],
},
},
});
createdRoleIds.push(id);
return id;
}
async function createUser(suffix: string, roleId: string): Promise<FixtureUser> {
const department = await prisma.department.findUniqueOrThrow({ where: { code: 'content-g1' } });
const account = `${PREFIX}${suffix}`;
const id = ulid();
await prisma.user.create({
data: {
id,
name: `A3 集成测试${suffix}`,
account,
email: `${account}@lingxi.cn`,
phone: nextPhone(),
passwordHash: PASSWORD_HASH,
departmentId: department.id,
mustChangePassword: false,
roles: { create: [{ roleId }] },
},
});
createdUserIds.push(id);
return { id, account };
}
async function login(account: string): Promise<string> {
const response = await app.inject({
method: 'POST',
url: `${API}/auth/login`,
payload: { account, password: PASSWORD },
});
if (response.statusCode !== 200 && response.statusCode !== 201) {
throw new Error(`login failed ${response.statusCode}: ${response.body}`);
}
return response.json<TokenBody>().accessToken;
}
async function call<T>(
method: 'GET' | 'POST' | 'PATCH' | 'DELETE',
url: string,
token: string,
payload?: unknown,
): Promise<JsonResult<T>> {
const response = await app.inject({
method,
url: `${API}${url}`,
headers: { authorization: `Bearer ${token}` },
...(payload === undefined ? {} : { payload: payload as Record<string, unknown> }),
});
const body = response.body.length === 0 ? (null as T) : response.json<T>();
return { status: response.statusCode, body };
}
beforeAll(async () => {
await prisma.customerField.deleteMany({
where: { customer: { name: { startsWith: 'ITQA3-' } } },
});
await prisma.customerGroupMember.deleteMany({
where: { group: { name: { startsWith: 'ITQA3-' } } },
});
await prisma.customer.deleteMany({ where: { name: { startsWith: 'ITQA3-' } } });
await prisma.customerGroup.deleteMany({ where: { name: { startsWith: 'ITQA3-' } } });
await prisma.industry.deleteMany({ where: { name: { startsWith: 'ITQA3-' } } });
await prisma.user.deleteMany({ where: { account: { startsWith: PREFIX } } });
await prisma.role.deleteMany({ where: { code: { startsWith: `${PREFIX}role_` } } });
const superAdminRole = await prisma.role.findUniqueOrThrow({ where: { code: 'super_admin' } });
await createUser('admin', superAdminRole.id);
const scopedRole = await createRole('scoped', [Permission.CUSTOMER_READ], {
type: 'created_by_me',
});
const scopedUser = await createUser('scoped', scopedRole);
scopedUserId = scopedUser.id;
const approverRole = await createRole(
'approver',
[Permission.CUSTOMER_READ, Permission.CUSTOMER_FIELD_APPROVE],
{ type: 'all' },
);
await createUser('approver', approverRole);
const created = await createApp();
app = created.app;
await app.init();
const adminRow = await prisma.user.findUnique({ where: { account: `${PREFIX}admin` } });
if (adminRow === null) throw new Error('fixture user missing');
superToken = await login(`${PREFIX}admin`);
scopedToken = await login(`${PREFIX}scoped`);
approverToken = await login(`${PREFIX}approver`);
});
afterAll(async () => {
await prisma.customerField.deleteMany({
where: { customer: { name: { startsWith: 'ITQA3-' } } },
});
await prisma.customerGroupMember.deleteMany({
where: { group: { name: { startsWith: 'ITQA3-' } } },
});
await prisma.customer.deleteMany({ where: { name: { startsWith: 'ITQA3-' } } });
await prisma.customerGroup.deleteMany({ where: { name: { startsWith: 'ITQA3-' } } });
await prisma.industry.deleteMany({ where: { name: { startsWith: 'ITQA3-' } } });
if (createdRoleIds.length > 0) {
await prisma.role.deleteMany({ where: { id: { in: createdRoleIds } } });
}
await prisma.user.deleteMany({ where: { id: { in: createdUserIds } } });
// eslint-disable-next-line @typescript-eslint/no-unnecessary-condition -- beforeAll 失败时 app 未赋值
if (app) await app.close();
await prisma.$disconnect();
});
describe('A3 客户与行业目录 · 唯一性 / 状态 / 范围 / 字段审批', () => {
it('两级行业:新建一级与二级,重名 40902,有子行业禁止停用/删除', async () => {
const root = await call<{ id: string; level: number; status: string }>(
'POST',
'/industries',
superToken,
{
name: 'ITQA3-电商',
sortOrder: 10,
},
);
expect(root.status).toBe(201);
expect(root.body.level).toBe(1);
rootIndustryId = root.body.id;
const child = await call<{ id: string; parentId: string; level: number }>(
'POST',
'/industries',
superToken,
{
name: 'ITQA3-服饰',
parentId: rootIndustryId,
sortOrder: 10,
},
);
expect(child.status).toBe(201);
expect(child.body.level).toBe(2);
leafIndustryId = child.body.id;
const duplicate = await call<{ code: number }>('POST', '/industries', superToken, {
name: 'ITQA3-电商',
});
expect(duplicate.status).toBe(409);
expect(duplicate.body.code).toBe(ErrorCode.DUPLICATE_SUBMIT);
const blockedStop = await call<{ code: number }>(
'PATCH',
`/industries/${rootIndustryId}/status`,
superToken,
{ status: 'disabled' },
);
expect(blockedStop.status).toBe(409);
expect(blockedStop.body.code).toBe(ErrorCode.STATE_NOT_ALLOWED);
const blockedDelete = await call<{ code: number }>(
'DELETE',
`/industries/${rootIndustryId}`,
superToken,
);
expect(blockedDelete.status).toBe(422);
expect(blockedDelete.body.code).toBe(ErrorCode.BUSINESS_RULE_VIOLATION);
});
it('客户:简称必填 42201、同末级行业重名 40902、跨客户 404', async () => {
const missingShort = await call<{ code: number }>('POST', '/customers', superToken, {
industryId: leafIndustryId,
name: 'ITQA3-花间集',
ownerUserId: scopedUserId,
});
expect(missingShort.status).toBe(400);
expect(missingShort.body.code).toBe(ErrorCode.PARAM_INVALID);
const customer = await call<{ id: string; genFieldCount: number }>(
'POST',
'/customers',
superToken,
{
industryId: leafIndustryId,
name: 'ITQA3-花间集',
shortName: 'HJ3',
ownerUserId: scopedUserId,
baseFields: [{ key: '门店', value: '沪-001' }],
},
);
expect(customer.status).toBe(201);
customerId = customer.body.id;
expect(customer.body.genFieldCount).toBe(0);
const duplicate = await call<{ code: number }>('POST', '/customers', superToken, {
industryId: leafIndustryId,
name: 'ITQA3-花间集',
shortName: 'HJ3B',
ownerUserId: scopedUserId,
});
expect(duplicate.status).toBe(409);
expect(duplicate.body.code).toBe(ErrorCode.DUPLICATE_SUBMIT);
const crossCustomer = await call<{ code: number }>(
'GET',
`/customers/${customerId}`,
scopedToken,
);
expect(crossCustomer.status).toBe(404);
expect(crossCustomer.body.code).toBe(ErrorCode.NOT_FOUND);
});
it('客户组:创建、幂等添加成员、数据范围解析到客户', async () => {
const group = await call<{ id: string; memberCount: number }>(
'POST',
'/customer-groups',
superToken,
{
name: 'ITQA3-客户组',
description: 'A3 集成测试客户组',
customerIds: [customerId],
},
);
expect(group.status).toBe(201);
groupId = group.body.id;
expect(group.body.memberCount).toBe(1);
const again = await call<{ memberCount: number }>(
'POST',
`/customer-groups/${groupId}/members`,
superToken,
{
addCustomerIds: [customerId],
removeCustomerIds: [],
},
);
expect(again.status).toBe(200);
expect(again.body.memberCount).toBe(1);
const groupRole = await createRole('group', [Permission.CUSTOMER_READ], {
type: 'customer_groups',
targetId: groupId,
});
await createUser('group', groupRole);
const groupToken = await login(`${PREFIX}group`);
const visible = await call<{ items: { id: string }[] }>(
'GET',
`/customers?limit=50`,
groupToken,
);
expect(visible.status).toBe(200);
expect(visible.body.items.some((item) => item.id === customerId)).toBe(true);
});
it('客户字段:进入生成申请待审批、审批通过生效、驳回原因必填、超限 40001', async () => {
const apply = await call<{ id: string; status: string; entersGeneration: boolean }>(
'POST',
`/customers/${customerId}/fields`,
superToken,
{
name: 'ITQA3-活动编码',
code: 'itqa3_campaign',
type: 'text',
purpose: '活动素材命名与检索',
entersGeneration: true,
},
);
expect(apply.status).toBe(201);
expect(apply.body.status).toBe('pending');
expect(apply.body.entersGeneration).toBe(true);
const pending = await call<{ items: { id: string; status: string }[] }>(
'GET',
'/customer-fields?status=pending&limit=50',
approverToken,
);
expect(pending.status).toBe(200);
expect(pending.body.items.some((item) => item.id === apply.body.id)).toBe(true);
const rejectWithoutReason = await call<{ code: number }>(
'POST',
`/customer-fields/${apply.body.id}/approve`,
approverToken,
{ decision: 'reject' },
);
expect(rejectWithoutReason.status).toBe(400);
expect(rejectWithoutReason.body.code).toBe(ErrorCode.PARAM_INVALID);
const approve = await call<{ status: string }>(
'POST',
`/customer-fields/${apply.body.id}/approve`,
approverToken,
{ decision: 'approve' },
);
expect(approve.status).toBe(200);
expect(approve.body.status).toBe('active');
for (let index = 0; index < 4; index += 1) {
const extra = await call<{ code?: number }>(
'POST',
`/customers/${customerId}/fields`,
superToken,
{
name: `ITQA3-字段${index}`,
code: `itqa3_extra_${index}`,
type: 'text',
purpose: '补足进入生成字段上限',
entersGeneration: true,
},
);
expect(extra.status).toBe(201);
}
const overflow = await call<{ code: number }>(
'POST',
`/customers/${customerId}/fields`,
superToken,
{
name: 'ITQA3-超限字段',
code: 'itqa3_overflow',
type: 'text',
purpose: '第六个进入生成字段应被拒绝',
entersGeneration: true,
},
);
expect(overflow.status).toBe(400);
expect(overflow.body.code).toBe(ErrorCode.PARAM_INVALID);
});
it('客户转交:无 customer:transfer 返回 403;超级管理员转交成功', async () => {
const forbidden = await call<{ code: number }>(
'POST',
`/customers/${customerId}/transfer`,
scopedToken,
{
ownerUserId: scopedUserId,
},
);
expect(forbidden.status).toBe(403);
expect(forbidden.body.code).toBe(ErrorCode.PERMISSION_DENIED);
const transferred = await call<{ ownerUserId: string }>(
'POST',
`/customers/${customerId}/transfer`,
superToken,
{ ownerUserId: createdUserIds[0] },
);
expect(transferred.status).toBe(200);
expect(transferred.body.ownerUserId).toBe(createdUserIds[0]);
});
it('客户状态机:暂停 / 结束只读', async () => {
const paused = await call<{ status: string }>(
'PATCH',
`/customers/${customerId}/status`,
superToken,
{
status: 'paused',
},
);
expect(paused.status).toBe(200);
expect(paused.body.status).toBe('paused');
const editPaused = await call<{ code: number }>(
'PATCH',
`/customers/${customerId}`,
superToken,
{
shortName: 'HJ3C',
},
);
expect(editPaused.status).toBe(409);
expect(editPaused.body.code).toBe(ErrorCode.STATE_NOT_ALLOWED);
const ended = await call<{ status: string }>(
'PATCH',
`/customers/${customerId}/status`,
superToken,
{
status: 'ended',
},
);
expect(ended.status).toBe(200);
expect(ended.body.status).toBe('ended');
const editEnded = await call<{ code: number }>(
'PATCH',
`/customers/${customerId}`,
superToken,
{
shortName: 'HJ3D',
},
);
expect(editEnded.status).toBe(409);
});
});
@@ -0,0 +1,241 @@
import {
baseFieldSchema,
type CustomerDetail,
type CustomerField,
type CustomerGroupDetail,
type CustomerGroupSummary,
customerPreferencesSchema,
type CustomerStatus,
type CustomerSummary,
type IndustryNode,
type IndustryStatus,
} from '@lingxi/shared';
import type { CustomerFieldStatus, IndustryStatus as PrismaIndustryStatus } from '@prisma/client';
import { z } from 'zod';
export function iso(value: Date): string {
return value.toISOString();
}
export function isoOrNull(value: Date | null): string | null {
return value === null ? null : value.toISOString();
}
export function mapIndustryStatus(value: PrismaIndustryStatus): IndustryStatus {
return value === 'ACTIVE' ? 'active' : 'disabled';
}
export function mapCustomerStatus(value: string): CustomerStatus {
if (value === 'PAUSED') return 'paused';
if (value === 'ENDED') return 'ended';
return 'active';
}
export function mapFieldStatus(value: CustomerFieldStatus): CustomerField['status'] {
if (value === 'ACTIVE') return 'active';
if (value === 'REJECTED') return 'rejected';
if (value === 'DISABLED') return 'disabled';
return 'pending';
}
export interface IndustryRow {
id: string;
parentId: string | null;
level: number;
name: string;
sortOrder: number;
status: PrismaIndustryStatus;
remark: string;
updatedAt: Date;
}
export function toIndustryNode(
row: IndustryRow,
customerCount: number,
assetCount = 0,
): IndustryNode {
return {
id: row.id,
parentId: row.parentId,
level: row.level === 2 ? 2 : 1,
name: row.name,
sortOrder: row.sortOrder,
status: mapIndustryStatus(row.status),
remark: row.remark,
customerCount,
assetCount,
updatedAt: iso(row.updatedAt),
};
}
export interface CustomerSummaryRow {
id: string;
name: string;
shortName: string;
industryId: string;
status: string;
ownerUserId: string;
updatedAt: Date;
industry: { name: string; parent: { name: string } | null };
owner: { name: string };
customFields: unknown;
groupMembers: { group: { id: string; name: string } }[];
fields: { entersGeneration: boolean; status: CustomerFieldStatus }[];
}
function industryPath(row: Pick<CustomerSummaryRow, 'industry'>): string {
return row.industry.parent === null
? row.industry.name
: `${row.industry.parent.name} / ${row.industry.name}`;
}
function genFieldCount(row: Pick<CustomerSummaryRow, 'fields'>): number {
return row.fields.filter((field) => field.entersGeneration && field.status !== 'REJECTED').length;
}
const baseFieldsSchema = z.array(baseFieldSchema);
export function toCustomerSummary(row: CustomerSummaryRow): CustomerSummary {
return {
id: row.id,
name: row.name,
shortName: row.shortName,
industryId: row.industryId,
industryName: row.industry.name,
industryPath: industryPath(row),
status: mapCustomerStatus(row.status),
ownerUserId: row.ownerUserId,
ownerName: row.owner.name,
groups: row.groupMembers.map((member) => ({ id: member.group.id, name: member.group.name })),
baseFieldCount: parseBaseFields(row.customFields).length,
genFieldCount: genFieldCount(row),
updatedAt: iso(row.updatedAt),
};
}
export interface CustomerDetailRow extends CustomerSummaryRow {
contactName: string | null;
contactPhone: string | null;
preferences: unknown;
customFields: unknown;
remark: string | null;
createdAt: Date;
fields: CustomerFieldRow[];
}
export interface CustomerFieldRow {
id: string;
customerId: string;
name: string;
code: string;
type: string;
options: unknown;
purpose: string;
entersGeneration: boolean;
status: CustomerFieldStatus;
applicant: { name: string };
approver: { name: string } | null;
appliedAt: Date;
approvedAt: Date | null;
rejectReason: string | null;
}
const fieldTypeSchema = z.enum(['text', 'number', 'date', 'select']);
const optionsSchema = z.array(z.string());
export function toCustomerField(row: CustomerFieldRow): CustomerField {
const options = optionsSchema.safeParse(row.options);
return {
id: row.id,
customerId: row.customerId,
name: row.name,
code: row.code,
type: fieldTypeSchema.safeParse(row.type).success ? fieldTypeSchema.parse(row.type) : 'text',
options: options.success ? options.data : [],
purpose: row.purpose,
entersGeneration: row.entersGeneration,
status: mapFieldStatus(row.status),
applicantName: row.applicant.name,
approverName: row.approver?.name ?? null,
appliedAt: iso(row.appliedAt),
approvedAt: isoOrNull(row.approvedAt),
rejectReason: row.rejectReason,
};
}
function parseBaseFields(value: unknown): CustomerDetail['baseFields'] {
const parsed = baseFieldsSchema.safeParse(value);
return parsed.success ? parsed.data : [];
}
function parsePreferences(value: unknown): CustomerDetail['preferences'] {
const parsed = customerPreferencesSchema.safeParse(value);
return parsed.success ? parsed.data : { naming: '', directory: '', specs: [], taboo: [] };
}
export function toCustomerDetail(row: CustomerDetailRow): CustomerDetail {
const baseFields = parseBaseFields(row.customFields);
return {
...toCustomerSummary({
...row,
fields: row.fields,
}),
baseFieldCount: baseFields.length,
contactName: row.contactName,
contactPhone: row.contactPhone,
preferences: parsePreferences(row.preferences),
baseFields,
fields: row.fields.map((field) => toCustomerField(field)),
remark: row.remark,
createdAt: iso(row.createdAt),
};
}
export interface CustomerGroupRow {
id: string;
name: string;
description: string;
updatedAt: Date;
_count: { members: number };
}
export function toCustomerGroupSummary(row: CustomerGroupRow): CustomerGroupSummary {
return {
id: row.id,
name: row.name,
description: row.description,
memberCount: row._count.members,
updatedAt: iso(row.updatedAt),
};
}
export interface CustomerGroupMemberRow {
customer: {
id: string;
name: string;
shortName: string;
status: string;
industry: { name: string; parent: { name: string } | null };
owner: { name: string };
};
}
export function toCustomerGroupDetail(
row: CustomerGroupRow,
members: CustomerGroupMemberRow[],
): CustomerGroupDetail {
return {
...toCustomerGroupSummary(row),
members: members.map((member) => ({
id: member.customer.id,
name: member.customer.name,
shortName: member.customer.shortName,
industryPath:
member.customer.industry.parent === null
? member.customer.industry.name
: `${member.customer.industry.parent.name} / ${member.customer.industry.name}`,
status: mapCustomerStatus(member.customer.status),
ownerName: member.customer.owner.name,
})),
};
}
@@ -0,0 +1,43 @@
import { Global, Module } from '@nestjs/common';
import { CUSTOMER_DIRECTORY } from '../../common/security/scope/customer-directory';
import {
CustomerFieldsController,
CustomerFieldsOfCustomerController,
} from './customer-fields.controller';
import { CustomerFieldsService } from './customer-fields.service';
import { CustomerGroupsController } from './customer-groups.controller';
import { CustomerGroupsService } from './customer-groups.service';
import { CustomersController, CustomerTransferController } from './customers.controller';
import { CustomersService } from './customers.service';
import { IndustriesController } from './industries.controller';
import { IndustriesService } from './industries.service';
import { PrismaCustomerDirectory } from './prisma-customer-directory.service';
/**
* client 模块(A3):两级行业、客户档案与状态机、客户组、客户级字段。
*
* 全局导出 `CUSTOMER_DIRECTORY` 真实实现,供 SecurityModule 的 ScopeResolver 解析六类
* 数据范围;client 本身不反向依赖 security 模块,避免循环依赖。
*/
@Global()
@Module({
controllers: [
IndustriesController,
CustomersController,
CustomerTransferController,
CustomerGroupsController,
CustomerFieldsController,
CustomerFieldsOfCustomerController,
],
providers: [
IndustriesService,
CustomersService,
CustomerGroupsService,
CustomerFieldsService,
PrismaCustomerDirectory,
{ provide: CUSTOMER_DIRECTORY, useExisting: PrismaCustomerDirectory },
],
exports: [CUSTOMER_DIRECTORY, IndustriesService, CustomersService],
})
export class ClientModule {}
@@ -0,0 +1,93 @@
import {
type ApplyCustomerFieldInput,
applyCustomerFieldInputSchema,
type ApproveCustomerFieldInput,
approveCustomerFieldInputSchema,
type CustomerField,
type CustomerFieldListItem,
type CustomerFieldListQuery,
customerFieldListQuerySchema,
ErrorCode,
type ListResponse,
Permission,
} from '@lingxi/shared';
import { Body, Controller, Get, HttpCode, Inject, Param, Post, Query } from '@nestjs/common';
import { ApiBearerAuth, ApiOperation, ApiTags } from '@nestjs/swagger';
import { AppException } from '../../common/errors/app-exception';
import { ZodValidationPipe } from '../../common/pipes/zod-validation.pipe';
import type { AuthContext } from '../../common/security/auth.types';
import {
Audit,
CurrentScope,
CurrentUser,
RequirePermissions,
} from '../../common/security/decorators';
import type { ScopeContext } from '../../common/security/scope/scope-context';
import { CustomerFieldsService } from './customer-fields.service';
function requireAuth(auth: AuthContext | null): AuthContext {
if (auth === null) throw new AppException({ code: ErrorCode.UNAUTHENTICATED });
return auth;
}
@ApiTags('client-customer-fields')
@ApiBearerAuth()
@Controller('customer-fields')
export class CustomerFieldsController {
constructor(@Inject(CustomerFieldsService) private readonly fields: CustomerFieldsService) {}
@Get()
@RequirePermissions(Permission.CUSTOMER_FIELD_APPROVE, Permission.CUSTOMER_READ)
@ApiOperation({ summary: '字段审批队列(待审批 / 已生效 / 已驳回)' })
list(
@Query(new ZodValidationPipe(customerFieldListQuerySchema)) query: CustomerFieldListQuery,
@CurrentScope() scope: ScopeContext | null,
): Promise<ListResponse<CustomerFieldListItem>> {
return this.fields.list(query, scope);
}
@Post(':id/approve')
@HttpCode(200)
@RequirePermissions(Permission.CUSTOMER_FIELD_APPROVE)
@Audit('client.customer_field.approve')
@ApiOperation({ summary: '审批客户级字段(通过 / 驳回;驳回原因必填)' })
approve(
@Param('id') id: string,
@Body(new ZodValidationPipe(approveCustomerFieldInputSchema)) input: ApproveCustomerFieldInput,
@CurrentUser() auth: AuthContext | null,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerField> {
return this.fields.approve(id, input, requireAuth(auth).userId, scope);
}
}
@ApiTags('client-customer-fields')
@ApiBearerAuth()
@Controller('customers')
export class CustomerFieldsOfCustomerController {
constructor(@Inject(CustomerFieldsService) private readonly fields: CustomerFieldsService) {}
@Get(':id/fields')
@RequirePermissions(Permission.CUSTOMER_READ)
@ApiOperation({ summary: '客户级字段列表(基础字段在 customers.custom_fields)' })
list(
@Param('id') id: string,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerField[]> {
return this.fields.listByCustomer(id, scope);
}
@Post(':id/fields')
@RequirePermissions(Permission.CUSTOMER_FIELD_APPLY)
@Audit('client.customer_field.apply')
@ApiOperation({ summary: '申请客户级字段(进入生成字段需审批;每客户 ≤ 5)' })
apply(
@Param('id') id: string,
@Body(new ZodValidationPipe(applyCustomerFieldInputSchema)) input: ApplyCustomerFieldInput,
@CurrentUser() auth: AuthContext | null,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerField> {
return this.fields.apply(id, input, requireAuth(auth).userId, scope);
}
}
@@ -0,0 +1,244 @@
/* eslint-disable max-lines-per-function -- 申请 / 审批共用字段状态与上限校验,集中便于审计 */
import {
type ApplyCustomerFieldInput,
type ApproveCustomerFieldInput,
CUSTOMER_GEN_FIELD_LIMIT,
type CustomerField,
type CustomerFieldListItem,
type CustomerFieldListQuery,
ErrorCode,
type ListResponse,
ulid,
} from '@lingxi/shared';
import { Inject, Injectable } from '@nestjs/common';
import { Prisma } from '@prisma/client';
import { AppException } from '../../common/errors/app-exception';
import type { ScopeContext } from '../../common/security/scope/scope-context';
import { isCustomerVisible, requireScopeContext } from '../../common/security/scope/scope-context';
import type { PrismaService } from '../../infra/prisma/prisma.service';
import { PRISMA } from '../../infra/tokens';
import { type CustomerFieldRow, toCustomerField } from './client.mapper';
const FIELD_INCLUDE = {
applicant: { select: { name: true } },
approver: { select: { name: true } },
} satisfies Prisma.CustomerFieldInclude;
const FIELD_LIST_INCLUDE = {
...FIELD_INCLUDE,
customer: {
select: {
id: true,
name: true,
shortName: true,
industry: { include: { parent: true } },
},
},
} satisfies Prisma.CustomerFieldInclude;
function industryPath(customer: {
industry: { name: string; parent: { name: string } | null };
}): string {
return customer.industry.parent === null
? customer.industry.name
: `${customer.industry.parent.name} / ${customer.industry.name}`;
}
/**
* 客户级字段(A3-BE-04):基础字段走 customers.custom_fields(≤10,免审批);
* 本表只承载进入生成 / 需要审批的字段(≤5)。
*/
@Injectable()
export class CustomerFieldsService {
constructor(@Inject(PRISMA) private readonly prisma: PrismaService) {}
async list(
query: CustomerFieldListQuery,
scopeInput: ScopeContext | null,
): Promise<ListResponse<CustomerFieldListItem>> {
const scope = requireScopeContext(scopeInput);
const rows = await this.prisma.customerField.findMany({
where: {
customer: {
deletedAt: null,
...(scope.customerIds === null ? {} : { id: { in: [...scope.customerIds] } }),
},
...(query.customer_id === undefined ? {} : { customerId: query.customer_id }),
...(query.status === 'all'
? {}
: {
status:
query.status === 'pending'
? 'PENDING'
: query.status === 'active'
? 'ACTIVE'
: query.status === 'rejected'
? 'REJECTED'
: 'DISABLED',
}),
},
include: FIELD_LIST_INCLUDE,
orderBy: [{ status: 'asc' }, { appliedAt: 'desc' }],
take: query.limit + 1,
...(query.cursor === undefined ? {} : { cursor: { id: query.cursor }, skip: 1 }),
});
const page = rows.slice(0, query.limit);
const next = rows.length > query.limit ? (page[page.length - 1]?.id ?? null) : null;
return {
items: page.map((row) => ({
...toCustomerField(row as CustomerFieldRow),
customerName: row.customer.name,
customerShortName: row.customer.shortName,
industryPath: industryPath(row.customer),
})),
next_cursor: next,
};
}
async listByCustomer(
customerId: string,
scopeInput: ScopeContext | null,
): Promise<CustomerField[]> {
const scope = requireScopeContext(scopeInput);
if (!isCustomerVisible(scope, customerId)) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
const rows = await this.prisma.customerField.findMany({
where: { customerId, customer: { deletedAt: null } },
include: FIELD_INCLUDE,
orderBy: [{ status: 'asc' }, { appliedAt: 'desc' }],
});
return rows.map((row) => toCustomerField(row as CustomerFieldRow));
}
async apply(
customerId: string,
input: ApplyCustomerFieldInput,
actorId: string,
scopeInput: ScopeContext | null,
): Promise<CustomerField> {
const scope = requireScopeContext(scopeInput);
if (!isCustomerVisible(scope, customerId)) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
const customer = await this.prisma.customer.findFirst({
where: { id: customerId, deletedAt: null },
select: { id: true, status: true },
});
if (customer === null) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
if (customer.status !== 'ACTIVE') {
throw new AppException({
code: ErrorCode.STATE_NOT_ALLOWED,
message: customer.status === 'PAUSED' ? '客户已暂停,字段只读' : '客户已结束,字段只读归档',
});
}
const duplicate = await this.prisma.customerField.findUnique({
where: { customerId_code: { customerId, code: input.code } },
select: { id: true },
});
if (duplicate !== null) {
throw new AppException({
code: ErrorCode.DUPLICATE_SUBMIT,
message: '该客户下字段编码已存在',
});
}
if (input.entersGeneration) {
const used = await this.genUsedCount(customerId);
if (used >= CUSTOMER_GEN_FIELD_LIMIT) {
throw new AppException({
code: ErrorCode.PARAM_INVALID,
message: `进入生成字段已达 ${CUSTOMER_GEN_FIELD_LIMIT} 个上限,请先停用或驳回其他字段`,
});
}
}
const id = ulid();
await this.prisma.customerField.create({
data: {
id,
customerId,
name: input.name,
code: input.code,
type: input.type,
options: input.options,
purpose: input.purpose,
entersGeneration: input.entersGeneration,
status: input.entersGeneration ? 'PENDING' : 'ACTIVE',
applicantUserId: actorId,
...(input.entersGeneration ? {} : { approvedAt: new Date(), approverUserId: actorId }),
},
});
const row = await this.prisma.customerField.findUniqueOrThrow({
where: { id },
include: FIELD_INCLUDE,
});
return toCustomerField(row);
}
async approve(
id: string,
input: ApproveCustomerFieldInput,
actorId: string,
scopeInput: ScopeContext | null,
): Promise<CustomerField> {
const scope = requireScopeContext(scopeInput);
const existing = await this.prisma.customerField.findUnique({
where: { id },
include: { customer: { select: { id: true, deletedAt: true } } },
});
// eslint-disable-next-line @typescript-eslint/prefer-optional-chain -- 保留显式 null 分支,跨客户统一 404
if (existing === null || existing.customer.deletedAt !== null) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '字段申请不存在' });
}
if (!isCustomerVisible(scope, existing.customerId)) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '字段申请不存在' });
}
if (existing.status !== 'PENDING') {
throw new AppException({ code: ErrorCode.STATE_NOT_ALLOWED, message: '该申请已处理' });
}
if (input.decision === 'approve' && existing.entersGeneration) {
const used = await this.genUsedCount(existing.customerId, id);
if (used >= CUSTOMER_GEN_FIELD_LIMIT) {
throw new AppException({
code: ErrorCode.PARAM_INVALID,
message: `进入生成字段已达 ${CUSTOMER_GEN_FIELD_LIMIT} 个上限,审批后仍超限`,
});
}
}
await this.prisma.customerField.update({
where: { id },
data:
input.decision === 'approve'
? {
status: 'ACTIVE',
approverUserId: actorId,
approvedAt: new Date(),
rejectReason: null,
}
: {
status: 'REJECTED',
approverUserId: actorId,
approvedAt: new Date(),
rejectReason: input.reason ?? '',
},
});
const row = await this.prisma.customerField.findUniqueOrThrow({
where: { id },
include: FIELD_INCLUDE,
});
return toCustomerField(row);
}
private async genUsedCount(customerId: string, excludeId?: string): Promise<number> {
return this.prisma.customerField.count({
where: {
customerId,
entersGeneration: true,
status: { not: 'REJECTED' },
...(excludeId === undefined ? {} : { id: { not: excludeId } }),
},
});
}
}
@@ -0,0 +1,97 @@
import {
type CreateCustomerGroupInput,
createCustomerGroupInputSchema,
type CustomerGroupDetail,
type CustomerGroupListQuery,
customerGroupListQuerySchema,
type CustomerGroupSummary,
type ListResponse,
Permission,
type UpdateCustomerGroupInput,
updateCustomerGroupInputSchema,
type UpdateCustomerGroupMembersInput,
updateCustomerGroupMembersInputSchema,
} from '@lingxi/shared';
import {
Body,
Controller,
Delete,
Get,
HttpCode,
Inject,
Param,
Patch,
Post,
Query,
} from '@nestjs/common';
import { ApiBearerAuth, ApiOperation, ApiTags } from '@nestjs/swagger';
import { ZodValidationPipe } from '../../common/pipes/zod-validation.pipe';
import { Audit, RequirePermissions } from '../../common/security/decorators';
import { CustomerGroupsService } from './customer-groups.service';
@ApiTags('client-customer-groups')
@ApiBearerAuth()
@Controller('customer-groups')
export class CustomerGroupsController {
constructor(@Inject(CustomerGroupsService) private readonly groups: CustomerGroupsService) {}
@Get()
@RequirePermissions(Permission.CUSTOMER_GROUP_MANAGE)
@ApiOperation({ summary: '客户组列表(授权与数据范围最小单位)' })
list(
@Query(new ZodValidationPipe(customerGroupListQuerySchema)) query: CustomerGroupListQuery,
): Promise<ListResponse<CustomerGroupSummary>> {
return this.groups.list(query);
}
@Get(':id')
@RequirePermissions(Permission.CUSTOMER_GROUP_MANAGE)
@ApiOperation({ summary: '客户组详情与成员' })
detail(@Param('id') id: string): Promise<CustomerGroupDetail> {
return this.groups.detail(id);
}
@Post()
@RequirePermissions(Permission.CUSTOMER_GROUP_MANAGE)
@Audit('client.customer_group.create')
@ApiOperation({ summary: '新建客户组' })
create(
@Body(new ZodValidationPipe(createCustomerGroupInputSchema)) input: CreateCustomerGroupInput,
): Promise<CustomerGroupDetail> {
return this.groups.create(input);
}
@Patch(':id')
@RequirePermissions(Permission.CUSTOMER_GROUP_MANAGE)
@Audit('client.customer_group.update')
@ApiOperation({ summary: '更新客户组名称 / 说明' })
update(
@Param('id') id: string,
@Body(new ZodValidationPipe(updateCustomerGroupInputSchema)) input: UpdateCustomerGroupInput,
): Promise<CustomerGroupDetail> {
return this.groups.update(id, input);
}
@Delete(':id')
@HttpCode(204)
@RequirePermissions(Permission.CUSTOMER_GROUP_MANAGE)
@Audit('client.customer_group.delete')
@ApiOperation({ summary: '删除客户组(被角色数据范围引用时拒绝)' })
async remove(@Param('id') id: string): Promise<void> {
await this.groups.remove(id);
}
@Post(':id/members')
@HttpCode(200)
@RequirePermissions(Permission.CUSTOMER_GROUP_MANAGE)
@Audit('client.customer_group.members')
@ApiOperation({ summary: '批量添加 / 移除成员(幂等)' })
updateMembers(
@Param('id') id: string,
@Body(new ZodValidationPipe(updateCustomerGroupMembersInputSchema))
input: UpdateCustomerGroupMembersInput,
): Promise<CustomerGroupDetail> {
return this.groups.updateMembers(id, input);
}
}
@@ -0,0 +1,187 @@
import {
type CreateCustomerGroupInput,
type CustomerGroupDetail,
type CustomerGroupListQuery,
type CustomerGroupSummary,
ErrorCode,
type ListResponse,
ulid,
type UpdateCustomerGroupInput,
type UpdateCustomerGroupMembersInput,
} from '@lingxi/shared';
import { Inject, Injectable } from '@nestjs/common';
import { Prisma } from '@prisma/client';
import { AppException } from '../../common/errors/app-exception';
import type { PrismaService } from '../../infra/prisma/prisma.service';
import { PRISMA } from '../../infra/tokens';
import {
type CustomerGroupRow,
toCustomerGroupDetail,
toCustomerGroupSummary,
} from './client.mapper';
const GROUP_INCLUDE = {
_count: { select: { members: true } },
} satisfies Prisma.CustomerGroupInclude;
const GROUP_MEMBER_INCLUDE = {
customer: {
select: {
id: true,
name: true,
shortName: true,
status: true,
industry: { include: { parent: true } },
owner: { select: { name: true } },
},
},
} satisfies Prisma.CustomerGroupMemberInclude;
function isUniqueViolation(error: unknown): boolean {
return error instanceof Prisma.PrismaClientKnownRequestError && error.code === 'P2002';
}
/** 客户组(A3-BE-03):授权与数据范围最小单位;成员增删幂等。 */
@Injectable()
export class CustomerGroupsService {
constructor(@Inject(PRISMA) private readonly prisma: PrismaService) {}
async list(query: CustomerGroupListQuery): Promise<ListResponse<CustomerGroupSummary>> {
const rows = await this.prisma.customerGroup.findMany({
where:
query.keyword === undefined
? {}
: { name: { contains: query.keyword, mode: 'insensitive' } },
include: GROUP_INCLUDE,
orderBy: { updatedAt: 'desc' },
take: query.limit + 1,
...(query.cursor === undefined ? {} : { cursor: { id: query.cursor }, skip: 1 }),
});
const page = rows.slice(0, query.limit);
const next = rows.length > query.limit ? (page[page.length - 1]?.id ?? null) : null;
return {
items: page.map((row) => toCustomerGroupSummary(row as CustomerGroupRow)),
next_cursor: next,
};
}
async detail(id: string): Promise<CustomerGroupDetail> {
const row = await this.findByIdOrThrow(id);
const members = await this.prisma.customerGroupMember.findMany({
where: { groupId: id },
include: GROUP_MEMBER_INCLUDE,
orderBy: { createdAt: 'asc' },
});
return toCustomerGroupDetail(row, members);
}
async create(input: CreateCustomerGroupInput): Promise<CustomerGroupDetail> {
await this.assertNameUnique(input.name, null);
const id = ulid();
try {
await this.prisma.customerGroup.create({
data: {
id,
name: input.name,
description: input.description ?? '',
},
});
} catch (error) {
if (isUniqueViolation(error)) {
throw new AppException({ code: ErrorCode.DUPLICATE_SUBMIT, message: '客户组名称已存在' });
}
throw error;
}
if (input.customerIds !== undefined && input.customerIds.length > 0) {
await this.addMembers(id, input.customerIds);
}
return this.detail(id);
}
async update(id: string, input: UpdateCustomerGroupInput): Promise<CustomerGroupDetail> {
await this.findByIdOrThrow(id);
if (input.name !== undefined) await this.assertNameUnique(input.name, id);
await this.prisma.customerGroup.update({
where: { id },
data: {
...(input.name === undefined ? {} : { name: input.name }),
...(input.description === undefined ? {} : { description: input.description }),
},
});
return this.detail(id);
}
async remove(id: string): Promise<void> {
await this.findByIdOrThrow(id);
const referenced = await this.prisma.dataScope.count({ where: { targetId: id } });
if (referenced > 0) {
throw new AppException({
code: ErrorCode.STATE_NOT_ALLOWED,
message: '该客户组已被角色数据范围引用,无法删除;请先调整角色范围',
});
}
await this.prisma.customerGroup.delete({ where: { id } });
}
async updateMembers(
id: string,
input: UpdateCustomerGroupMembersInput,
): Promise<CustomerGroupDetail> {
await this.findByIdOrThrow(id);
if (input.addCustomerIds.length > 0) await this.assertCustomersExist(input.addCustomerIds);
await this.prisma.$transaction([
this.prisma.customerGroupMember.deleteMany({
where: { groupId: id, customerId: { in: [...new Set(input.removeCustomerIds)] } },
}),
this.prisma.customerGroupMember.createMany({
data: [...new Set(input.addCustomerIds)].map((customerId) => ({
groupId: id,
customerId,
})),
skipDuplicates: true,
}),
this.prisma.customerGroup.update({ where: { id }, data: { updatedAt: new Date() } }),
]);
return this.detail(id);
}
private async addMembers(id: string, customerIds: readonly string[]): Promise<void> {
await this.assertCustomersExist(customerIds);
await this.prisma.customerGroupMember.createMany({
data: [...new Set(customerIds)].map((customerId) => ({ groupId: id, customerId })),
skipDuplicates: true,
});
}
private async assertCustomersExist(customerIds: readonly string[]): Promise<void> {
const found = await this.prisma.customer.findMany({
where: { id: { in: [...new Set(customerIds)] }, deletedAt: null },
select: { id: true },
});
if (found.length !== new Set(customerIds).size) {
throw new AppException({ code: ErrorCode.PARAM_INVALID, message: '存在不存在的客户' });
}
}
private async findByIdOrThrow(id: string): Promise<CustomerGroupRow> {
const row = await this.prisma.customerGroup.findUnique({
where: { id },
include: GROUP_INCLUDE,
});
if (row === null) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户组不存在' });
}
return row;
}
private async assertNameUnique(name: string, excludeId: string | null): Promise<void> {
const duplicate = await this.prisma.customerGroup.findFirst({
where: { name, ...(excludeId === null ? {} : { id: { not: excludeId } }) },
select: { id: true },
});
if (duplicate !== null) {
throw new AppException({ code: ErrorCode.DUPLICATE_SUBMIT, message: '客户组名称已存在' });
}
}
}
@@ -0,0 +1,178 @@
import {
type CreateCustomerInput,
createCustomerInputSchema,
type CustomerDetail,
type CustomerListQuery,
customerListQuerySchema,
type CustomerSummary,
ErrorCode,
type ListResponse,
Permission,
type SetCustomerGroupsInput,
setCustomerGroupsInputSchema,
type SetCustomerStatusInput,
setCustomerStatusInputSchema,
type TransferCustomerInput,
transferCustomerInputSchema,
type TransferCustomersInput,
transferCustomersInputSchema,
type UpdateCustomerInput,
updateCustomerInputSchema,
} from '@lingxi/shared';
import {
Body,
Controller,
Get,
HttpCode,
Inject,
Param,
Patch,
Post,
Put,
Query,
} from '@nestjs/common';
import { ApiBearerAuth, ApiOperation, ApiTags } from '@nestjs/swagger';
import { AppException } from '../../common/errors/app-exception';
import { ZodValidationPipe } from '../../common/pipes/zod-validation.pipe';
import type { AuthContext } from '../../common/security/auth.types';
import {
Audit,
CurrentScope,
CurrentUser,
RequirePermissions,
} from '../../common/security/decorators';
import type { ScopeContext } from '../../common/security/scope/scope-context';
import { CustomersService } from './customers.service';
function requireAuth(auth: AuthContext | null): AuthContext {
if (auth === null) {
throw new AppException({ code: ErrorCode.UNAUTHENTICATED });
}
return auth;
}
@ApiTags('client-customers')
@ApiBearerAuth()
@Controller('customers')
export class CustomersController {
constructor(@Inject(CustomersService) private readonly customers: CustomersService) {}
@Get()
@RequirePermissions(Permission.CUSTOMER_READ)
@ApiOperation({ summary: '客户列表(游标分页 + 行业 / 状态 / 负责人 / 客户组筛选)' })
list(
@Query(new ZodValidationPipe(customerListQuerySchema)) query: CustomerListQuery,
@CurrentScope() scope: ScopeContext | null,
): Promise<ListResponse<CustomerSummary>> {
return this.customers.list(query, scope);
}
@Get(':id')
@RequirePermissions(Permission.CUSTOMER_READ)
@ApiOperation({ summary: '客户详情(跨客户访问统一 404)' })
detail(
@Param('id') id: string,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerDetail> {
return this.customers.detail(id, scope);
}
@Post()
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.customer.create')
@ApiOperation({ summary: '新建客户(简称必填;行业必须为末级行业)' })
create(
@Body(new ZodValidationPipe(createCustomerInputSchema)) input: CreateCustomerInput,
@CurrentUser() auth: AuthContext | null,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerDetail> {
return this.customers.create(input, requireAuth(auth).userId, scope);
}
@Patch(':id')
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.customer.update')
@ApiOperation({ summary: '更新客户档案(所属行业不可改;暂停 / 结束只读)' })
update(
@Param('id') id: string,
@Body(new ZodValidationPipe(updateCustomerInputSchema)) input: UpdateCustomerInput,
@CurrentUser() auth: AuthContext | null,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerDetail> {
return this.customers.update(id, input, scope, requireAuth(auth).permissions);
}
@Patch(':id/status')
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.customer.status')
@ApiOperation({ summary: '客户状态:在服务 ⇄ 暂停 → 结束(结束不可逆)' })
setStatus(
@Param('id') id: string,
@Body(new ZodValidationPipe(setCustomerStatusInputSchema)) input: SetCustomerStatusInput,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerDetail> {
return this.customers.setStatus(id, input, scope);
}
@Post(':id/transfer')
@HttpCode(200)
@RequirePermissions(Permission.CUSTOMER_TRANSFER)
@Audit('client.customer.transfer')
@ApiOperation({ summary: '变更客户负责人(写审计)' })
transfer(
@Param('id') id: string,
@Body(new ZodValidationPipe(transferCustomerInputSchema)) input: TransferCustomerInput,
@CurrentUser() auth: AuthContext | null,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerDetail> {
return this.customers.transfer(id, input, scope, requireAuth(auth).permissions);
}
@Put(':id/groups')
@RequirePermissions(Permission.CUSTOMER_GROUP_MANAGE, Permission.CUSTOMER_MANAGE)
@Audit('client.customer.groups')
@ApiOperation({ summary: '设置客户所属客户组(覆盖式)' })
setGroups(
@Param('id') id: string,
@Body(new ZodValidationPipe(setCustomerGroupsInputSchema)) input: SetCustomerGroupsInput,
@CurrentScope() scope: ScopeContext | null,
): Promise<CustomerDetail> {
return this.customers.setGroups(id, input, scope);
}
@Post(':id/apply-industry-pack')
@HttpCode(200)
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.customer.apply_industry_pack')
@ApiOperation({ summary: '套用行业资产包(B0 批次提供;当前返回业务提示)' })
applyIndustryPack(): never {
return this.customers.applyIndustryPack();
}
}
/** 用户停用前的客户转交:保留 A1 路径 /users/{id}/transfer-customers,由 client 模块落地 */
@ApiTags('client-customers')
@ApiBearerAuth()
@Controller('users')
export class CustomerTransferController {
constructor(@Inject(CustomersService) private readonly customers: CustomersService) {}
@Post(':id/transfer-customers')
@HttpCode(200)
@RequirePermissions(Permission.CUSTOMER_TRANSFER, Permission.USER_MANAGE)
@Audit('identity.user.transfer_customers')
@ApiOperation({ summary: '把用户名下客户转交给另一负责人' })
async transfer(
@Param('id') fromUserId: string,
@Body(new ZodValidationPipe(transferCustomersInputSchema)) input: TransferCustomersInput,
@CurrentUser() auth: AuthContext | null,
): Promise<{ transferred: number }> {
return this.customers.transferByUser(
fromUserId,
input.toUserId,
input.customerIds,
requireAuth(auth).permissions,
);
}
}
@@ -0,0 +1,414 @@
/* eslint-disable max-lines-per-function, complexity -- 客户状态机 / 权限与字段上限集中校验,拆分会丢失事务边界 */
import {
type CreateCustomerInput,
CUSTOMER_BASE_FIELD_LIMIT,
type CustomerDetail,
type CustomerListQuery,
type CustomerSummary,
ErrorCode,
type ListResponse,
Permission,
type SetCustomerGroupsInput,
type SetCustomerStatusInput,
type TransferCustomerInput,
ulid,
type UpdateCustomerInput,
} from '@lingxi/shared';
import { Inject, Injectable } from '@nestjs/common';
import { Prisma } from '@prisma/client';
import { AppException } from '../../common/errors/app-exception';
import type { ScopeContext } from '../../common/security/scope/scope-context';
import { isCustomerVisible, requireScopeContext } from '../../common/security/scope/scope-context';
import type { PrismaService } from '../../infra/prisma/prisma.service';
import { PRISMA } from '../../infra/tokens';
import { type CustomerSummaryRow, toCustomerDetail, toCustomerSummary } from './client.mapper';
import { IndustriesService } from './industries.service';
const CUSTOMER_INCLUDE = {
industry: { include: { parent: true } },
owner: { select: { name: true } },
groupMembers: { include: { group: true } },
fields: { select: { entersGeneration: true, status: true } },
} satisfies Prisma.CustomerInclude;
const CUSTOMER_DETAIL_INCLUDE = {
...CUSTOMER_INCLUDE,
fields: {
include: { applicant: { select: { name: true } }, approver: { select: { name: true } } },
orderBy: [{ status: 'asc' }, { appliedAt: 'desc' }],
},
} satisfies Prisma.CustomerInclude;
function isUniqueViolation(error: unknown): boolean {
return error instanceof Prisma.PrismaClientKnownRequestError && error.code === 'P2002';
}
function scopeWhere(scope: ScopeContext): Prisma.CustomerWhereInput {
return scope.customerIds === null ? {} : { id: { in: [...scope.customerIds] } };
}
function hasPermission(permissions: readonly string[], code: string): boolean {
return permissions.includes(code);
}
/**
* 客户档案(A3-BE-02 / A3-BE-05):状态机、负责人 / 对接人、交付偏好、
* 客户组归属、客户转交;所有读写都带 ScopeContext 客户维度。
*/
@Injectable()
export class CustomersService {
constructor(
@Inject(PRISMA) private readonly prisma: PrismaService,
@Inject(IndustriesService) private readonly industries: IndustriesService,
) {}
async list(
query: CustomerListQuery,
scopeInput: ScopeContext | null,
): Promise<ListResponse<CustomerSummary>> {
const scope = requireScopeContext(scopeInput);
const industryIds =
query.industry_id === undefined
? undefined
: await this.industrySubtreeIds(query.industry_id);
const rows = await this.prisma.customer.findMany({
where: {
deletedAt: null,
...scopeWhere(scope),
...(query.keyword === undefined
? {}
: {
OR: [
{ name: { contains: query.keyword, mode: 'insensitive' } },
{ shortName: { contains: query.keyword, mode: 'insensitive' } },
],
}),
...(industryIds === undefined ? {} : { industryId: { in: industryIds } }),
...(query.status === 'all'
? {}
: {
status:
query.status === 'active'
? 'ACTIVE'
: query.status === 'paused'
? 'PAUSED'
: 'ENDED',
}),
...(query.owner_user_id === undefined ? {} : { ownerUserId: query.owner_user_id }),
...(query.group_id === undefined
? {}
: { groupMembers: { some: { groupId: query.group_id } } }),
},
include: CUSTOMER_INCLUDE,
orderBy: { id: 'desc' },
take: query.limit + 1,
...(query.cursor === undefined ? {} : { cursor: { id: query.cursor }, skip: 1 }),
});
const page = rows.slice(0, query.limit);
const next = rows.length > query.limit ? (page[page.length - 1]?.id ?? null) : null;
return {
items: page.map((row) => toCustomerSummary(row as CustomerSummaryRow)),
next_cursor: next,
};
}
async detail(id: string, scopeInput: ScopeContext | null): Promise<CustomerDetail> {
return this.findVisibleOrThrow(id, requireScopeContext(scopeInput));
}
async create(
input: CreateCustomerInput,
actorId: string,
scopeInput: ScopeContext | null,
): Promise<CustomerDetail> {
const scope = requireScopeContext(scopeInput);
await this.industries.assertLeafIndustry(input.industryId);
await this.ensureOwner(input.ownerUserId);
const baseFields = input.baseFields ?? [];
this.assertBaseFieldLimit(baseFields.length);
const id = ulid();
try {
await this.prisma.customer.create({
data: {
id,
industryId: input.industryId,
name: input.name,
shortName: input.shortName,
ownerUserId: input.ownerUserId,
contactName: input.contactName ?? null,
contactPhone: input.contactPhone ?? null,
preferences: input.preferences ?? {},
customFields: baseFields,
remark: input.remark ?? null,
createdBy: actorId,
},
});
} catch (error) {
if (isUniqueViolation(error)) {
throw new AppException({
code: ErrorCode.DUPLICATE_SUBMIT,
message: '该末级行业下已存在同名客户',
});
}
throw error;
}
return this.detail(id, scope);
}
async update(
id: string,
input: UpdateCustomerInput,
scopeInput: ScopeContext | null,
permissions: readonly string[],
): Promise<CustomerDetail> {
const scope = requireScopeContext(scopeInput);
const existing = await this.findRow(id);
this.assertVisible(scope, id);
if (existing.status !== 'ACTIVE') {
throw new AppException({
code: ErrorCode.STATE_NOT_ALLOWED,
message: existing.status === 'PAUSED' ? '客户已暂停,档案只读' : '客户已结束,数据只读归档',
});
}
if (
input.ownerUserId !== undefined &&
input.ownerUserId !== existing.ownerUserId &&
!hasPermission(permissions, Permission.CUSTOMER_TRANSFER)
) {
throw new AppException({
code: ErrorCode.PERMISSION_DENIED,
message: '变更负责人需要 customer:transfer 权限',
});
}
if (input.ownerUserId !== undefined && input.ownerUserId !== existing.ownerUserId) {
await this.ensureOwner(input.ownerUserId);
}
if (input.baseFields !== undefined) this.assertBaseFieldLimit(input.baseFields.length);
if (input.name !== undefined && input.name !== existing.name) {
const duplicate = await this.prisma.customer.findFirst({
where: {
industryId: existing.industryId,
name: input.name,
id: { not: id },
deletedAt: null,
},
select: { id: true },
});
if (duplicate !== null) {
throw new AppException({
code: ErrorCode.DUPLICATE_SUBMIT,
message: '该末级行业下已存在同名客户',
});
}
}
await this.prisma.customer.update({
where: { id },
data: {
...(input.name === undefined ? {} : { name: input.name }),
...(input.shortName === undefined ? {} : { shortName: input.shortName }),
...(input.ownerUserId === undefined ? {} : { ownerUserId: input.ownerUserId }),
...(input.contactName === undefined ? {} : { contactName: input.contactName }),
...(input.contactPhone === undefined ? {} : { contactPhone: input.contactPhone }),
...(input.preferences === undefined ? {} : { preferences: input.preferences }),
...(input.baseFields === undefined ? {} : { customFields: input.baseFields }),
...(input.remark === undefined ? {} : { remark: input.remark }),
},
});
return this.detail(id, scope);
}
async setStatus(
id: string,
input: SetCustomerStatusInput,
scopeInput: ScopeContext | null,
): Promise<CustomerDetail> {
const scope = requireScopeContext(scopeInput);
const existing = await this.findRow(id);
this.assertVisible(scope, id);
if (existing.status === 'ENDED') {
throw new AppException({
code: ErrorCode.STATE_NOT_ALLOWED,
message: '客户已结束,不能再变更状态',
});
}
if (existing.status === input.status) {
return this.detail(id, scope);
}
const target =
input.status === 'active' ? 'ACTIVE' : input.status === 'paused' ? 'PAUSED' : 'ENDED';
await this.prisma.customer.update({ where: { id }, data: { status: target } });
return this.detail(id, scope);
}
async transfer(
id: string,
input: TransferCustomerInput,
scopeInput: ScopeContext | null,
permissions: readonly string[],
): Promise<CustomerDetail> {
const scope = requireScopeContext(scopeInput);
if (!hasPermission(permissions, Permission.CUSTOMER_TRANSFER)) {
throw new AppException({
code: ErrorCode.SPECIAL_PERMISSION_REQUIRED,
message: '缺少客户转交权限',
});
}
const existing = await this.findRow(id);
this.assertVisible(scope, id);
if (existing.status === 'ENDED') {
throw new AppException({
code: ErrorCode.STATE_NOT_ALLOWED,
message: '客户已结束,不能转交',
});
}
await this.ensureOwner(input.ownerUserId);
await this.prisma.customer.update({ where: { id }, data: { ownerUserId: input.ownerUserId } });
return this.detail(id, scope);
}
/** 用户停用前批量转交:只转交 from 用户名下、且在指定列表中的客户 */
async transferByUser(
fromUserId: string,
toUserId: string,
customerIds: readonly string[] | undefined,
permissions: readonly string[],
): Promise<{ transferred: number }> {
if (
!hasPermission(permissions, Permission.CUSTOMER_TRANSFER) &&
!hasPermission(permissions, Permission.USER_MANAGE)
) {
throw new AppException({ code: ErrorCode.PERMISSION_DENIED, message: '缺少客户转交权限' });
}
await this.ensureOwner(toUserId);
const result = await this.prisma.customer.updateMany({
where: {
ownerUserId: fromUserId,
deletedAt: null,
status: { not: 'ENDED' },
...(customerIds === undefined ? {} : { id: { in: [...customerIds] } }),
},
data: { ownerUserId: toUserId },
});
return { transferred: result.count };
}
async setGroups(
id: string,
input: SetCustomerGroupsInput,
scopeInput: ScopeContext | null,
): Promise<CustomerDetail> {
const scope = requireScopeContext(scopeInput);
await this.findRow(id);
this.assertVisible(scope, id);
if (input.groupIds.length > 0) {
const found = await this.prisma.customerGroup.findMany({
where: { id: { in: input.groupIds } },
select: { id: true },
});
if (found.length !== new Set(input.groupIds).size) {
throw new AppException({ code: ErrorCode.PARAM_INVALID, message: '客户组不存在' });
}
}
await this.prisma.$transaction([
this.prisma.customerGroupMember.deleteMany({ where: { customerId: id } }),
this.prisma.customerGroupMember.createMany({
data: [...new Set(input.groupIds)].map((groupId) => ({ groupId, customerId: id })),
}),
]);
return this.detail(id, scope);
}
applyIndustryPack(): never {
throw new AppException({
code: ErrorCode.BUSINESS_RULE_VIOLATION,
message: '行业资产包将在 B0 批次提供;当前可先完成客户创建',
});
}
private async findRow(id: string): Promise<{
id: string;
status: string;
ownerUserId: string;
industryId: string;
name: string;
}> {
const row = await this.prisma.customer.findFirst({
where: { id, deletedAt: null },
select: { id: true, status: true, ownerUserId: true, industryId: true, name: true },
});
if (row === null) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
return row;
}
private async findVisibleOrThrow(id: string, scope: ScopeContext): Promise<CustomerDetail> {
if (!isCustomerVisible(scope, id)) {
// A3-BE-05:跨客户访问统一 404,不暴露存在性
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
const row = await this.prisma.customer.findFirst({
where: { id, deletedAt: null },
include: CUSTOMER_DETAIL_INCLUDE,
});
if (row === null) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
return toCustomerDetail(row);
}
private assertVisible(scope: ScopeContext, id: string): void {
if (!isCustomerVisible(scope, id)) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
}
private async ensureOwner(userId: string): Promise<void> {
const user = await this.prisma.user.findFirst({
where: { id: userId, status: 'ACTIVE' },
select: { id: true },
});
if (user === null) {
throw new AppException({
code: ErrorCode.PARAM_INVALID,
message: '客户负责人不存在或已停用',
});
}
}
private assertBaseFieldLimit(count: number): void {
if (count > CUSTOMER_BASE_FIELD_LIMIT) {
throw new AppException({
code: ErrorCode.PARAM_INVALID,
message: `基础字段最多 ${CUSTOMER_BASE_FIELD_LIMIT} 个,当前 ${count} 个`,
});
}
}
private async industrySubtreeIds(industryId: string): Promise<string[]> {
const industry = await this.prisma.industry.findUnique({
where: { id: industryId },
select: { id: true },
});
if (industry === null) {
throw new AppException({ code: ErrorCode.PARAM_INVALID, message: '行业不存在' });
}
const children = await this.prisma.industry.findMany({
where: { parentId: industryId },
select: { id: true },
});
return [industryId, ...children.map((child) => child.id)];
}
/** 供其他模块复用的归属校验(A3-BE-05):不泄露跨客户资源存在性 */
async assertCustomerVisible(customerId: string, scope: ScopeContext): Promise<void> {
if (!isCustomerVisible(scope, customerId)) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
const count = await this.prisma.customer.count({ where: { id: customerId, deletedAt: null } });
if (count === 0) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '客户不存在' });
}
}
}
@@ -0,0 +1,95 @@
import {
type CreateIndustryInput,
createIndustryInputSchema,
type IndustryDetail,
type IndustryListQuery,
industryListQuerySchema,
type IndustryTreeItem,
type ListResponse,
Permission,
type SetIndustryStatusInput,
setIndustryStatusInputSchema,
type UpdateIndustryInput,
updateIndustryInputSchema,
} from '@lingxi/shared';
import {
Body,
Controller,
Delete,
Get,
HttpCode,
Inject,
Param,
Patch,
Post,
Query,
} from '@nestjs/common';
import { ApiBearerAuth, ApiOperation, ApiTags } from '@nestjs/swagger';
import { ZodValidationPipe } from '../../common/pipes/zod-validation.pipe';
import { Audit, RequirePermissions } from '../../common/security/decorators';
import { IndustriesService } from './industries.service';
@ApiTags('client-industries')
@ApiBearerAuth()
@Controller('industries')
export class IndustriesController {
constructor(@Inject(IndustriesService) private readonly industries: IndustriesService) {}
@Get()
@RequirePermissions(Permission.CUSTOMER_READ)
@ApiOperation({ summary: '两级行业树(一级 → 二级)' })
list(
@Query(new ZodValidationPipe(industryListQuerySchema)) query: IndustryListQuery,
): Promise<ListResponse<IndustryTreeItem>> {
return this.industries.list(query);
}
@Get(':id')
@RequirePermissions(Permission.CUSTOMER_READ)
@ApiOperation({ summary: '行业详情与引用(子行业 / 客户 / 资产)' })
detail(@Param('id') id: string): Promise<IndustryDetail> {
return this.industries.detail(id);
}
@Post()
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.industry.create')
@ApiOperation({ summary: '新建一级 / 二级行业' })
create(
@Body(new ZodValidationPipe(createIndustryInputSchema)) input: CreateIndustryInput,
): Promise<IndustryDetail> {
return this.industries.create(input);
}
@Patch(':id')
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.industry.update')
@ApiOperation({ summary: '更新行业名称 / 排序 / 备注(层级与上级不可变)' })
update(
@Param('id') id: string,
@Body(new ZodValidationPipe(updateIndustryInputSchema)) input: UpdateIndustryInput,
): Promise<IndustryDetail> {
return this.industries.update(id, input);
}
@Patch(':id/status')
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.industry.status')
@ApiOperation({ summary: '停用 / 启用行业(有启用子行业时禁止停用)' })
setStatus(
@Param('id') id: string,
@Body(new ZodValidationPipe(setIndustryStatusInputSchema)) input: SetIndustryStatusInput,
): Promise<IndustryDetail> {
return this.industries.setStatus(id, input);
}
@Delete(':id')
@HttpCode(204)
@RequirePermissions(Permission.CUSTOMER_MANAGE)
@Audit('client.industry.delete')
@ApiOperation({ summary: '删除行业(仅无子行业 / 客户 / 资产时)' })
async remove(@Param('id') id: string): Promise<void> {
await this.industries.remove(id);
}
}
@@ -0,0 +1,282 @@
import {
type CreateIndustryInput,
ErrorCode,
type IndustryDetail,
type IndustryListQuery,
type IndustryReferences,
type IndustryTreeItem,
type ListResponse,
type SetIndustryStatusInput,
ulid,
type UpdateIndustryInput,
} from '@lingxi/shared';
import { Inject, Injectable } from '@nestjs/common';
import { Prisma } from '@prisma/client';
import { AppException } from '../../common/errors/app-exception';
import type { PrismaService } from '../../infra/prisma/prisma.service';
import { PRISMA } from '../../infra/tokens';
import { type IndustryRow, toIndustryNode } from './client.mapper';
function isUniqueViolation(error: unknown): boolean {
return error instanceof Prisma.PrismaClientKnownRequestError && error.code === 'P2002';
}
/**
* 行业目录(A3-BE-01 / ADR-002):两级树、名称唯一、停用 / 删除引用保护。
* 资产数在 B1 资产表落地前固定为 0;接口已保留字段,后续接入不改契约。
*/
@Injectable()
export class IndustriesService {
constructor(@Inject(PRISMA) private readonly prisma: PrismaService) {}
async list(query: IndustryListQuery): Promise<ListResponse<IndustryTreeItem>> {
const rows = await this.prisma.industry.findMany({
where: {
...(query.keyword === undefined
? {}
: { name: { contains: query.keyword, mode: 'insensitive' } }),
...(query.status === 'all'
? {}
: { status: query.status === 'active' ? 'ACTIVE' : 'DISABLED' }),
...(query.parent_id === undefined ? {} : { parentId: query.parent_id }),
},
orderBy: [{ level: 'asc' }, { sortOrder: 'asc' }, { name: 'asc' }],
});
const counts = await this.customerCounts();
const roots = rows.filter((row) => row.level === 1);
const childrenByParent = new Map<string, IndustryRow[]>();
for (const row of rows) {
if (row.level !== 2 || row.parentId === null) continue;
const list = childrenByParent.get(row.parentId) ?? [];
list.push(row);
childrenByParent.set(row.parentId, list);
}
const items = roots.map((root) => {
const children = (childrenByParent.get(root.id) ?? []).map((child) =>
toIndustryNode(child, counts.get(child.id) ?? 0),
);
const own = counts.get(root.id) ?? 0;
const total = children.reduce((sum, child) => sum + child.customerCount, own);
return {
...toIndustryNode(root, total),
children,
};
});
return { items, next_cursor: null };
}
async detail(id: string): Promise<IndustryDetail> {
const row = await this.findOrThrow(id);
const parent =
row.parentId === null
? null
: await this.prisma.industry.findUnique({ where: { id: row.parentId } });
const references = await this.references(id);
return {
...toIndustryNode(row, references.customerCount),
parentName: parent?.name ?? null,
references,
};
}
async references(id: string): Promise<IndustryReferences> {
const children = await this.prisma.industry.findMany({
where: { parentId: id },
select: { id: true, status: true },
});
const customerWhere: Prisma.CustomerWhereInput = {
deletedAt: null,
OR: [{ industryId: id }, { industry: { parentId: id } }],
};
const [customerCount, customers] = await Promise.all([
this.prisma.customer.count({ where: customerWhere }),
this.prisma.customer.findMany({
where: customerWhere,
select: { id: true, name: true, status: true },
take: 20,
orderBy: { updatedAt: 'desc' },
}),
]);
return {
childCount: children.length,
activeChildCount: children.filter((child) => child.status === 'ACTIVE').length,
customerCount,
customers: customers.map((customer) => ({
id: customer.id,
name: customer.name,
status:
customer.status === 'PAUSED'
? 'paused'
: customer.status === 'ENDED'
? 'ended'
: 'active',
})),
assetCount: 0,
};
}
async create(input: CreateIndustryInput): Promise<IndustryDetail> {
const level = input.parentId === undefined || input.parentId === null ? 1 : 2;
if (level === 2 && input.parentId !== undefined && input.parentId !== null) {
const parent = await this.findOrThrow(input.parentId);
if (parent.level !== 1) {
throw new AppException({
code: ErrorCode.PARAM_INVALID,
message: '行业最多两级,二级行业下不能再建子行业',
});
}
}
await this.assertNameUnique(input.name, level === 1 ? null : (input.parentId ?? null), null);
const id = ulid();
try {
await this.prisma.industry.create({
data: {
id,
parentId: level === 1 ? null : (input.parentId ?? null),
level,
name: input.name,
sortOrder: input.sortOrder,
remark: input.remark,
},
});
} catch (error) {
if (isUniqueViolation(error)) {
throw new AppException({
code: ErrorCode.DUPLICATE_SUBMIT,
message: level === 1 ? '行业名称已存在' : '该上级行业下已存在同名行业',
});
}
throw error;
}
return this.detail(id);
}
async update(id: string, input: UpdateIndustryInput): Promise<IndustryDetail> {
const existing = await this.findOrThrow(id);
if (input.name !== undefined && input.name !== existing.name) {
await this.assertNameUnique(input.name, existing.parentId, id);
}
await this.prisma.industry.update({
where: { id },
data: {
...(input.name === undefined ? {} : { name: input.name }),
...(input.sortOrder === undefined ? {} : { sortOrder: input.sortOrder }),
...(input.remark === undefined ? {} : { remark: input.remark }),
},
});
return this.detail(id);
}
async setStatus(id: string, input: SetIndustryStatusInput): Promise<IndustryDetail> {
const existing = await this.findOrThrow(id);
if (existing.status === 'DISABLED' && input.status === 'active') {
const parent =
existing.parentId === null
? null
: await this.prisma.industry.findUnique({ where: { id: existing.parentId } });
if (parent !== null && parent.status === 'DISABLED') {
throw new AppException({
code: ErrorCode.STATE_NOT_ALLOWED,
message: '上级行业已停用,请先启用上级行业',
});
}
}
if (input.status === 'disabled') {
const activeChildren = await this.prisma.industry.count({
where: { parentId: id, status: 'ACTIVE' },
});
if (activeChildren > 0) {
throw new AppException({
code: ErrorCode.STATE_NOT_ALLOWED,
message: `该行业下仍有 ${activeChildren} 个启用中的二级行业,请先停用或调整子级`,
});
}
}
await this.prisma.industry.update({
where: { id },
data: { status: input.status === 'active' ? 'ACTIVE' : 'DISABLED' },
});
return this.detail(id);
}
async remove(id: string): Promise<void> {
const references = await this.references(id);
if (references.childCount > 0 || references.customerCount > 0 || references.assetCount > 0) {
throw new AppException({
code: ErrorCode.BUSINESS_RULE_VIOLATION,
message: `无法删除:该行业下有 ${references.childCount} 个二级行业、${references.customerCount} 个客户`,
details: references,
});
}
try {
await this.prisma.industry.delete({ where: { id } });
} catch (error) {
if (error instanceof Prisma.PrismaClientKnownRequestError && error.code === 'P2003') {
throw new AppException({
code: ErrorCode.BUSINESS_RULE_VIOLATION,
message: '该行业仍被引用,无法删除,只能停用',
});
}
throw error;
}
}
/** 客户归属校验:客户只能挂末级行业(A3-BE-02 / ADR-002 D2) */
async assertLeafIndustry(id: string): Promise<void> {
const industry = await this.findOrThrow(id);
if (industry.status === 'DISABLED') {
throw new AppException({
code: ErrorCode.BUSINESS_RULE_VIOLATION,
message: '行业已停用,新建客户不可选择',
});
}
if (industry.level === 1) {
const childCount = await this.prisma.industry.count({ where: { parentId: id } });
if (childCount > 0) {
throw new AppException({
code: ErrorCode.BUSINESS_RULE_VIOLATION,
message: '该一级行业下存在二级行业,客户只能归属到末级行业',
});
}
}
}
private async findOrThrow(id: string): Promise<IndustryRow> {
const row = await this.prisma.industry.findUnique({ where: { id } });
if (row === null) {
throw new AppException({ code: ErrorCode.NOT_FOUND, message: '行业不存在' });
}
return row;
}
private async assertNameUnique(
name: string,
parentId: string | null,
excludeId: string | null,
): Promise<void> {
const duplicate = await this.prisma.industry.findFirst({
where: {
name,
parentId,
...(excludeId === null ? {} : { id: { not: excludeId } }),
},
select: { id: true },
});
if (duplicate !== null) {
throw new AppException({
code: ErrorCode.DUPLICATE_SUBMIT,
message: parentId === null ? '行业名称已存在' : '该上级行业下已存在同名行业',
});
}
}
private async customerCounts(): Promise<Map<string, number>> {
const grouped = await this.prisma.customer.groupBy({
by: ['industryId'],
where: { deletedAt: null },
_count: { _all: true },
});
return new Map(grouped.map((item) => [item.industryId, item._count._all]));
}
}
@@ -0,0 +1,51 @@
import { Inject, Injectable } from '@nestjs/common';
import type { CustomerDirectory } from '../../common/security/scope/customer-directory';
import type { PrismaService } from '../../infra/prisma/prisma.service';
import { PRISMA } from '../../infra/tokens';
/**
* 真实客户目录(A3 替换 A2 的 EmptyCustomerDirectory)。
* 只读,供 ScopeResolver 解析六类数据范围;不参与业务写操作。
*/
@Injectable()
export class PrismaCustomerDirectory implements CustomerDirectory {
constructor(@Inject(PRISMA) private readonly prisma: PrismaService) {}
async findOwnedCustomerIds(userId: string): Promise<string[]> {
const rows = await this.prisma.customer.findMany({
where: { ownerUserId: userId, deletedAt: null },
select: { id: true },
});
return rows.map((row) => row.id);
}
async findCustomerGroupCustomerIds(customerGroupIds: readonly string[]): Promise<string[]> {
if (customerGroupIds.length === 0) return [];
const rows = await this.prisma.customerGroupMember.findMany({
where: { groupId: { in: [...customerGroupIds] }, customer: { deletedAt: null } },
select: { customerId: true },
});
return [...new Set(rows.map((row) => row.customerId))].sort();
}
async findDepartmentCustomerIds(departmentIds: readonly string[]): Promise<string[]> {
if (departmentIds.length === 0) return [];
const rows = await this.prisma.customer.findMany({
where: {
deletedAt: null,
owner: { departmentId: { in: [...departmentIds] } },
},
select: { id: true },
});
return rows.map((row) => row.id);
}
async findCreatedCustomerIds(userId: string): Promise<string[]> {
const rows = await this.prisma.customer.findMany({
where: { createdBy: userId, deletedAt: null },
select: { id: true },
});
return rows.map((row) => row.id);
}
}
@@ -616,7 +616,7 @@ describe('identity 集成(真实 PG / Redis)', () => {
expect(await authed(created.app, 'GET', '/users', userLogin.body.accessToken)).toBe(200); expect(await authed(created.app, 'GET', '/users', userLogin.body.accessToken)).toBe(200);
}); });
it('/me:dataScopes 多角色并集;超管固定 all;A3 前客户集合为空数组', async () => { it('/me:dataScopes 多角色并集;超管固定 all;A3 接入真实客户目录', async () => {
const adminLogin = await login(created.app, manager.account); const adminLogin = await login(created.app, manager.account);
expect(adminLogin.body.me.dataScopes).toEqual([{ type: 'all' }]); expect(adminLogin.body.me.dataScopes).toEqual([{ type: 'all' }]);
const adminMe = await callJson<MeBody>(created.app, 'GET', '/me', adminLogin.body.accessToken); const adminMe = await callJson<MeBody>(created.app, 'GET', '/me', adminLogin.body.accessToken);
@@ -639,7 +639,9 @@ describe('identity 集成(真实 PG / Redis)', () => {
const scopes = userLogin.body.me.dataScopes; const scopes = userLogin.body.me.dataScopes;
expect(scopes.map((scope) => scope.type)).toEqual(['department', 'owned_customers']); expect(scopes.map((scope) => scope.type)).toEqual(['department', 'owned_customers']);
for (const scope of scopes) { for (const scope of scopes) {
expect(scope.customerIds).toEqual([]); expect(Array.isArray(scope.customerIds)).toBe(true);
} }
// A3 起 CustomerDirectory 返回真实客户;本用例用户没有负责 / 创建的客户
expect(scopes.find((scope) => scope.type === 'owned_customers')?.customerIds).toEqual([]);
}); });
}); });
@@ -259,8 +259,6 @@ describe('UsersService', () => {
const disabled = userFixture({ status: 'DISABLED' }); const disabled = userFixture({ status: 'DISABLED' });
const service2 = serviceOf({ user: { findUnique: vi.fn().mockResolvedValue(disabled) } }); const service2 = serviceOf({ user: { findUnique: vi.fn().mockResolvedValue(disabled) } });
await expectRejected(service2.disable('u1', {}, 'u2', []), ErrorCode.STATE_NOT_ALLOWED); await expectRejected(service2.disable('u1', {}, 'u2', []), ErrorCode.STATE_NOT_ALLOWED);
expect(() => service.transferCustomers()).toThrow(AppException);
}); });
it('停用成功会同步吊销 refresh token;启用恢复状态', async () => { it('停用成功会同步吊销 refresh token;启用恢复状态', async () => {
@@ -6,7 +6,6 @@ import {
ErrorCode, ErrorCode,
type ListResponse, type ListResponse,
Permission, Permission,
transferCustomersInputSchema,
type UpdateUserInput, type UpdateUserInput,
updateUserInputSchema, updateUserInputSchema,
type UserDetail, type UserDetail,
@@ -110,15 +109,4 @@ export class UsersController {
): Promise<UserDetail> { ): Promise<UserDetail> {
return this.users.enable(id, requireAuth(auth).permissions); return this.users.enable(id, requireAuth(auth).permissions);
} }
@Post(':id/transfer-customers')
@HttpCode(200)
@RequirePermissions(Permission.USER_MANAGE)
@Audit('identity.user.transfer_customers')
@ApiOperation({ summary: '客户转交(占位)', description: 'A3 客户模块落地前返回 42201' })
transferCustomers(
@Body(new ZodValidationPipe(transferCustomersInputSchema)) _input: unknown,
): never {
return this.users.transferCustomers();
}
} }
@@ -180,14 +180,6 @@ export class UsersService {
return this.detail(id, permissions); return this.detail(id, permissions);
} }
/** 客户转交占位:A3 客户模块落地前按契约返回 42201(不自造 5xx 错误码) */
transferCustomers(): never {
throw new AppException({
code: ErrorCode.BUSINESS_RULE_VIOLATION,
message: '客户转交将在客户模块(A3)提供',
});
}
/** /**
* 超管人数软上限(PRD §5.4.1 建议 ≤ 2 人):只记录告警,不阻断保存; * 超管人数软上限(PRD §5.4.1 建议 ≤ 2 人):只记录告警,不阻断保存;
* 前端「超管授予二次确认」是主要提示手段。A4 阈值迁 system_configs。 * 前端「超管授予二次确认」是主要提示手段。A4 阈值迁 system_configs。
+236
View File
@@ -0,0 +1,236 @@
import { beforeEach, describe, expect, it, vi } from 'vitest';
import { useAuthStore } from '@/stores/auth-store';
import { setUnauthorizedHandler } from './client';
import {
applyCustomerField,
applyIndustryPack,
approveCustomerField,
createCustomer,
createCustomerGroup,
createIndustry,
deleteCustomerGroup,
deleteIndustry,
fetchCustomerDetail,
fetchCustomerFieldList,
fetchCustomerFields,
fetchCustomerGroupDetail,
fetchCustomerGroupList,
fetchCustomerList,
fetchIndustryDetail,
fetchIndustryList,
setCustomerGroups,
setCustomerStatus,
setIndustryStatus,
transferCustomer,
updateCustomer,
updateCustomerGroup,
updateCustomerGroupMembers,
updateIndustry,
} from './customers';
const ID = '01HZZZZZZZZZZZZZZZZZZZZZZ1';
const ID2 = '01HZZZZZZZZZZZZZZZZZZZZZZ2';
const NOW = '2026-11-03T10:00:00.000Z';
const jsonResponse = (body: unknown, status = 200): Response =>
new Response(status === 204 ? null : JSON.stringify(body), {
status,
headers: status === 204 ? undefined : { 'Content-Type': 'application/json' },
});
const industryNode = {
id: ID,
parentId: null,
level: 1,
name: '电商',
sortOrder: 10,
status: 'active',
remark: '',
customerCount: 1,
assetCount: 0,
updatedAt: NOW,
};
const industryTree = { ...industryNode, children: [] };
const industryDetail = {
...industryNode,
parentName: null,
references: {
childCount: 0,
activeChildCount: 0,
customerCount: 1,
customers: [],
assetCount: 0,
},
};
const customerSummary = {
id: ID,
name: '花间集',
shortName: 'HJ',
industryId: ID,
industryName: '服饰鞋包',
industryPath: '电商 / 服饰鞋包',
status: 'active',
ownerUserId: ID2,
ownerName: '陈默',
groups: [],
baseFieldCount: 1,
genFieldCount: 1,
updatedAt: NOW,
};
const customerDetail = {
...customerSummary,
contactName: '林晓',
contactPhone: '138****2210',
preferences: { naming: '', directory: '', specs: [], taboo: [] },
baseFields: [{ key: '门店', value: '沪-001' }],
fields: [],
remark: null,
createdAt: NOW,
};
const groupSummary = {
id: ID,
name: '电商核心组',
description: '',
memberCount: 0,
updatedAt: NOW,
};
const groupDetail = { ...groupSummary, members: [] };
const field = {
id: ID,
customerId: ID2,
name: '活动编码',
code: 'campaign_code',
type: 'text',
options: [],
purpose: '检索',
entersGeneration: true,
status: 'pending',
applicantName: '陈默',
approverName: null,
appliedAt: NOW,
approvedAt: null,
rejectReason: null,
};
const fieldListItem = {
...field,
customerName: '花间集',
customerShortName: 'HJ',
industryPath: '电商 / 服饰鞋包',
};
function lastCall(): { url: string; init: RequestInit | undefined } {
const fetchMock = vi.mocked(globalThis.fetch);
const call = fetchMock.mock.calls.at(-1);
const input = call?.[0];
const url =
typeof input === 'string' ? input : input instanceof URL ? input.href : (input?.url ?? '');
return { url, init: call?.[1] };
}
function lastBody(): unknown {
const body = lastCall().init?.body;
return typeof body === 'string' ? (JSON.parse(body) as unknown) : undefined;
}
beforeEach(() => {
vi.restoreAllMocks();
window.localStorage.clear();
useAuthStore.getState().clearSession();
setUnauthorizedHandler(null);
useAuthStore.getState().setSession({
accessToken: 'token',
user: { id: ID2, name: '陈默', account: 'chen.mo' },
permissions: ['customer:read'],
});
});
describe('客户与行业接口封装', () => {
it('行业:列表 / 详情 / 新建 / 更新 / 状态 / 删除', async () => {
vi.spyOn(globalThis, 'fetch')
.mockResolvedValueOnce(jsonResponse({ items: [industryTree], next_cursor: null }))
.mockResolvedValueOnce(jsonResponse(industryDetail))
.mockResolvedValueOnce(jsonResponse(industryDetail, 201))
.mockResolvedValueOnce(jsonResponse(industryDetail))
.mockResolvedValueOnce(jsonResponse(industryDetail))
.mockResolvedValueOnce(jsonResponse(undefined, 204));
await fetchIndustryList({ keyword: '电商', limit: 100 });
expect(lastCall().url).toContain('/industries?keyword=');
await fetchIndustryDetail(ID);
await createIndustry({ name: '电商', sortOrder: 10, remark: '' });
expect(lastBody()).toEqual({ name: '电商', sortOrder: 10, remark: '' });
await updateIndustry(ID, { name: '电商2' });
await setIndustryStatus(ID, { status: 'disabled' });
await deleteIndustry(ID);
expect(lastCall().url).toContain(`/industries/${ID}`);
});
it('客户:列表 / 详情 / 新建 / 更新 / 状态 / 转交 / 组 / 资产包', async () => {
vi.spyOn(globalThis, 'fetch')
.mockResolvedValueOnce(jsonResponse({ items: [customerSummary], next_cursor: null }))
.mockResolvedValueOnce(jsonResponse(customerDetail))
.mockResolvedValueOnce(jsonResponse(customerDetail, 201))
.mockResolvedValueOnce(jsonResponse(customerDetail))
.mockResolvedValueOnce(jsonResponse(customerDetail))
.mockResolvedValueOnce(jsonResponse(customerDetail))
.mockResolvedValueOnce(jsonResponse(customerDetail))
.mockResolvedValueOnce(jsonResponse({}, 200));
await fetchCustomerList({ status: 'active', limit: 100 });
expect(lastCall().url).toContain('/customers?status=active');
await fetchCustomerDetail(ID);
await createCustomer({
industryId: ID,
name: '花间集',
shortName: 'HJ',
ownerUserId: ID2,
});
await updateCustomer(ID, { shortName: 'HJ2' });
await setCustomerStatus(ID, { status: 'paused' });
await transferCustomer(ID, { ownerUserId: ID2 });
await setCustomerGroups(ID, { groupIds: [ID] });
await applyIndustryPack(ID);
expect(lastCall().url).toContain(`/customers/${ID}/apply-industry-pack`);
});
it('客户组:列表 / 详情 / 新建 / 更新 / 成员 / 删除', async () => {
vi.spyOn(globalThis, 'fetch')
.mockResolvedValueOnce(jsonResponse({ items: [groupSummary], next_cursor: null }))
.mockResolvedValueOnce(jsonResponse(groupDetail))
.mockResolvedValueOnce(jsonResponse(groupDetail, 201))
.mockResolvedValueOnce(jsonResponse(groupDetail))
.mockResolvedValueOnce(jsonResponse(groupDetail))
.mockResolvedValueOnce(jsonResponse(undefined, 204));
await fetchCustomerGroupList();
await fetchCustomerGroupDetail(ID);
await createCustomerGroup({ name: '电商核心组', description: '' });
await updateCustomerGroup(ID, { description: '说明' });
await updateCustomerGroupMembers(ID, { addCustomerIds: [ID2], removeCustomerIds: [] });
await deleteCustomerGroup(ID);
});
it('客户字段:审批队列 / 客户字段 / 申请 / 审批', async () => {
vi.spyOn(globalThis, 'fetch')
.mockResolvedValueOnce(jsonResponse({ items: [fieldListItem], next_cursor: null }))
.mockResolvedValueOnce(jsonResponse([field]))
.mockResolvedValueOnce(jsonResponse(field, 201))
.mockResolvedValueOnce(jsonResponse(field));
await fetchCustomerFieldList({ status: 'pending', limit: 100 });
await fetchCustomerFields(ID);
await applyCustomerField(ID, {
name: '活动编码',
code: 'campaign_code',
type: 'text',
options: [],
purpose: '检索',
entersGeneration: true,
});
await approveCustomerField(ID, { decision: 'approve' });
expect(lastCall().url).toContain(`/customer-fields/${ID}/approve`);
});
});
+277
View File
@@ -0,0 +1,277 @@
import {
type ApplyCustomerFieldInput,
applyCustomerFieldInputSchema,
type ApproveCustomerFieldInput,
approveCustomerFieldInputSchema,
type CreateCustomerGroupInput,
createCustomerGroupInputSchema,
type CreateCustomerInput,
createCustomerInputSchema,
type CreateIndustryInput,
createIndustryInputSchema,
type CustomerDetail,
customerDetailSchema,
type CustomerField,
type CustomerFieldListItem,
customerFieldListItemSchema,
type CustomerFieldListQuery,
customerFieldSchema,
type CustomerGroupDetail,
customerGroupDetailSchema,
type CustomerGroupListQuery,
type CustomerGroupSummary,
customerGroupSummarySchema,
type CustomerListQuery,
type CustomerSummary,
customerSummarySchema,
type IndustryDetail,
industryDetailSchema,
type IndustryListQuery,
type IndustryTreeItem,
industryTreeItemSchema,
listResponseSchema,
type SetCustomerGroupsInput,
setCustomerGroupsInputSchema,
type SetCustomerStatusInput,
setCustomerStatusInputSchema,
type SetIndustryStatusInput,
setIndustryStatusInputSchema,
type TransferCustomerInput,
transferCustomerInputSchema,
type UpdateCustomerGroupInput,
updateCustomerGroupInputSchema,
type UpdateCustomerGroupMembersInput,
updateCustomerGroupMembersInputSchema,
type UpdateCustomerInput,
updateCustomerInputSchema,
type UpdateIndustryInput,
updateIndustryInputSchema,
} from '@lingxi/shared';
import { request } from './client';
import { ENDPOINTS } from './endpoints';
const industryListResponseSchema = listResponseSchema(industryTreeItemSchema);
const customerListResponseSchema = listResponseSchema(customerSummarySchema);
const groupListResponseSchema = listResponseSchema(customerGroupSummarySchema);
const fieldListResponseSchema = listResponseSchema(customerFieldListItemSchema);
function searchParams(entries: Record<string, string | number | undefined>): string {
const params = new URLSearchParams();
for (const [key, value] of Object.entries(entries)) {
if (value !== undefined && value !== '') params.set(key, String(value));
}
const search = params.toString();
return search === '' ? '' : `?${search}`;
}
export async function fetchIndustryList(
query: Partial<IndustryListQuery> = {},
): Promise<{ items: IndustryTreeItem[]; next_cursor: string | null }> {
const payload: unknown = await request(
`${ENDPOINTS.industries}${searchParams({
keyword: query.keyword,
status: query.status,
parent_id: query.parent_id,
limit: query.limit,
cursor: query.cursor,
})}`,
);
return industryListResponseSchema.parse(payload);
}
export async function fetchIndustryDetail(id: string): Promise<IndustryDetail> {
const payload: unknown = await request(ENDPOINTS.industry(id));
return industryDetailSchema.parse(payload);
}
export async function createIndustry(input: CreateIndustryInput): Promise<IndustryDetail> {
const body = createIndustryInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.industries, { method: 'POST', body });
return industryDetailSchema.parse(payload);
}
export async function updateIndustry(
id: string,
input: UpdateIndustryInput,
): Promise<IndustryDetail> {
const body = updateIndustryInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.industry(id), { method: 'PATCH', body });
return industryDetailSchema.parse(payload);
}
export async function setIndustryStatus(
id: string,
input: SetIndustryStatusInput,
): Promise<IndustryDetail> {
const body = setIndustryStatusInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.industryStatus(id), { method: 'PATCH', body });
return industryDetailSchema.parse(payload);
}
export async function deleteIndustry(id: string): Promise<void> {
await request<unknown>(ENDPOINTS.industry(id), { method: 'DELETE' });
}
export async function fetchCustomerList(
query: Partial<CustomerListQuery> = {},
): Promise<{ items: CustomerSummary[]; next_cursor: string | null }> {
const payload: unknown = await request(
`${ENDPOINTS.customers}${searchParams({
keyword: query.keyword,
industry_id: query.industry_id,
status: query.status,
owner_user_id: query.owner_user_id,
group_id: query.group_id,
limit: query.limit,
cursor: query.cursor,
})}`,
);
return customerListResponseSchema.parse(payload);
}
export async function fetchCustomerDetail(id: string): Promise<CustomerDetail> {
const payload: unknown = await request(ENDPOINTS.customer(id));
return customerDetailSchema.parse(payload);
}
export async function createCustomer(input: CreateCustomerInput): Promise<CustomerDetail> {
const body = createCustomerInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customers, { method: 'POST', body });
return customerDetailSchema.parse(payload);
}
export async function updateCustomer(
id: string,
input: UpdateCustomerInput,
): Promise<CustomerDetail> {
const body = updateCustomerInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customer(id), { method: 'PATCH', body });
return customerDetailSchema.parse(payload);
}
export async function setCustomerStatus(
id: string,
input: SetCustomerStatusInput,
): Promise<CustomerDetail> {
const body = setCustomerStatusInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerStatus(id), { method: 'PATCH', body });
return customerDetailSchema.parse(payload);
}
export async function transferCustomer(
id: string,
input: TransferCustomerInput,
): Promise<CustomerDetail> {
const body = transferCustomerInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerTransfer(id), { method: 'POST', body });
return customerDetailSchema.parse(payload);
}
export async function setCustomerGroups(
id: string,
input: SetCustomerGroupsInput,
): Promise<CustomerDetail> {
const body = setCustomerGroupsInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerGroups(id), { method: 'PUT', body });
return customerDetailSchema.parse(payload);
}
export async function applyIndustryPack(id: string): Promise<void> {
await request<unknown>(ENDPOINTS.customerApplyPack(id), { method: 'POST' });
}
export async function fetchCustomerGroupList(
query: Partial<CustomerGroupListQuery> = {},
): Promise<{ items: CustomerGroupSummary[]; next_cursor: string | null }> {
const payload: unknown = await request(
`${ENDPOINTS.customerGroupsList}${searchParams({ keyword: query.keyword, limit: query.limit, cursor: query.cursor })}`,
);
return groupListResponseSchema.parse(payload);
}
export async function fetchCustomerGroupDetail(id: string): Promise<CustomerGroupDetail> {
const payload: unknown = await request(ENDPOINTS.customerGroup(id));
return customerGroupDetailSchema.parse(payload);
}
export async function createCustomerGroup(
input: CreateCustomerGroupInput,
): Promise<CustomerGroupDetail> {
const body = createCustomerGroupInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerGroupsList, { method: 'POST', body });
return customerGroupDetailSchema.parse(payload);
}
export async function updateCustomerGroup(
id: string,
input: UpdateCustomerGroupInput,
): Promise<CustomerGroupDetail> {
const body = updateCustomerGroupInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerGroup(id), { method: 'PATCH', body });
return customerGroupDetailSchema.parse(payload);
}
export async function updateCustomerGroupMembers(
id: string,
input: UpdateCustomerGroupMembersInput,
): Promise<CustomerGroupDetail> {
const body = updateCustomerGroupMembersInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerGroupMembers(id), {
method: 'POST',
body,
});
return customerGroupDetailSchema.parse(payload);
}
export async function deleteCustomerGroup(id: string): Promise<void> {
await request<unknown>(ENDPOINTS.customerGroup(id), { method: 'DELETE' });
}
export async function fetchCustomerFieldList(
query: Partial<CustomerFieldListQuery> = {},
): Promise<{ items: CustomerFieldListItem[]; next_cursor: string | null }> {
const payload: unknown = await request(
`${ENDPOINTS.customerFields}${searchParams({
customer_id: query.customer_id,
status: query.status,
limit: query.limit,
cursor: query.cursor,
})}`,
);
return fieldListResponseSchema.parse(payload);
}
export async function fetchCustomerFields(customerId: string): Promise<CustomerField[]> {
const payload: unknown = await request(ENDPOINTS.customerFieldsOf(customerId));
const schema = listResponseSchema(customerFieldSchema);
// 后端该接口返回数组;列表信封仅用于 /customer-fields
if (Array.isArray(payload)) {
return payload.map((item) => customerFieldSchema.parse(item));
}
return schema.parse(payload).items;
}
export async function applyCustomerField(
customerId: string,
input: ApplyCustomerFieldInput,
): Promise<CustomerField> {
const body = applyCustomerFieldInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerFieldsOf(customerId), {
method: 'POST',
body,
});
return customerFieldSchema.parse(payload);
}
export async function approveCustomerField(
id: string,
input: ApproveCustomerFieldInput,
): Promise<CustomerField> {
const body = approveCustomerFieldInputSchema.parse(input);
const payload: unknown = await request(ENDPOINTS.customerFieldApprove(id), {
method: 'POST',
body,
});
return customerFieldSchema.parse(payload);
}
+24
View File
@@ -28,4 +28,28 @@ export const ENDPOINTS = {
roles: '/roles', roles: '/roles',
role: (roleId: string): string => `/roles/${encodeURIComponent(roleId)}`, role: (roleId: string): string => `/roles/${encodeURIComponent(roleId)}`,
permissions: '/permissions', permissions: '/permissions',
// A3 client
industries: '/industries',
industry: (industryId: string): string => `/industries/${encodeURIComponent(industryId)}`,
industryStatus: (industryId: string): string =>
`/industries/${encodeURIComponent(industryId)}/status`,
customers: '/customers',
customer: (customerId: string): string => `/customers/${encodeURIComponent(customerId)}`,
customerStatus: (customerId: string): string =>
`/customers/${encodeURIComponent(customerId)}/status`,
customerTransfer: (customerId: string): string =>
`/customers/${encodeURIComponent(customerId)}/transfer`,
customerGroups: (customerId: string): string =>
`/customers/${encodeURIComponent(customerId)}/groups`,
customerApplyPack: (customerId: string): string =>
`/customers/${encodeURIComponent(customerId)}/apply-industry-pack`,
customerGroupsList: '/customer-groups',
customerGroup: (groupId: string): string => `/customer-groups/${encodeURIComponent(groupId)}`,
customerGroupMembers: (groupId: string): string =>
`/customer-groups/${encodeURIComponent(groupId)}/members`,
customerFields: '/customer-fields',
customerFieldsOf: (customerId: string): string =>
`/customers/${encodeURIComponent(customerId)}/fields`,
customerFieldApprove: (fieldId: string): string =>
`/customer-fields/${encodeURIComponent(fieldId)}/approve`,
} as const; } as const;
+706 -37
View File
@@ -177,26 +177,6 @@ export interface paths {
patch?: never; patch?: never;
trace?: never; trace?: never;
}; };
'/api/v1/users/{id}/transfer-customers': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
/**
* 客户转交(占位)
* @description A3 客户模块落地前返回 42201
*/
post: operations['UsersController_transferCustomers'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/departments/tree': { '/api/v1/departments/tree': {
parameters: { parameters: {
query?: never; query?: never;
@@ -366,6 +346,287 @@ export interface paths {
patch?: never; patch?: never;
trace?: never; trace?: never;
}; };
'/api/v1/industries': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 两级行业树(一级 → 二级) */
get: operations['IndustriesController_list'];
put?: never;
/** 新建一级 / 二级行业 */
post: operations['IndustriesController_create'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/industries/{id}': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 行业详情与引用(子行业 / 客户 / 资产) */
get: operations['IndustriesController_detail'];
put?: never;
post?: never;
/** 删除行业(仅无子行业 / 客户 / 资产时) */
delete: operations['IndustriesController_remove'];
options?: never;
head?: never;
/** 更新行业名称 / 排序 / 备注(层级与上级不可变) */
patch: operations['IndustriesController_update'];
trace?: never;
};
'/api/v1/industries/{id}/status': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
/** 停用 / 启用行业(有启用子行业时禁止停用) */
patch: operations['IndustriesController_setStatus'];
trace?: never;
};
'/api/v1/customers': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 客户列表(游标分页 + 行业 / 状态 / 负责人 / 客户组筛选) */
get: operations['CustomersController_list'];
put?: never;
/** 新建客户(简称必填;行业必须为末级行业) */
post: operations['CustomersController_create'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customers/{id}': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 客户详情(跨客户访问统一 404) */
get: operations['CustomersController_detail'];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
/** 更新客户档案(所属行业不可改;暂停 / 结束只读) */
patch: operations['CustomersController_update'];
trace?: never;
};
'/api/v1/customers/{id}/status': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
/** 客户状态:在服务 ⇄ 暂停 → 结束(结束不可逆) */
patch: operations['CustomersController_setStatus'];
trace?: never;
};
'/api/v1/customers/{id}/transfer': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
/** 变更客户负责人(写审计) */
post: operations['CustomersController_transfer'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customers/{id}/groups': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
/** 设置客户所属客户组(覆盖式) */
put: operations['CustomersController_setGroups'];
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customers/{id}/apply-industry-pack': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
/** 套用行业资产包(B0 批次提供;当前返回业务提示) */
post: operations['CustomersController_applyIndustryPack'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/users/{id}/transfer-customers': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
/** 把用户名下客户转交给另一负责人 */
post: operations['CustomerTransferController_transfer'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customer-groups': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 客户组列表(授权与数据范围最小单位) */
get: operations['CustomerGroupsController_list'];
put?: never;
/** 新建客户组 */
post: operations['CustomerGroupsController_create'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customer-groups/{id}': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 客户组详情与成员 */
get: operations['CustomerGroupsController_detail'];
put?: never;
post?: never;
/** 删除客户组(被角色数据范围引用时拒绝) */
delete: operations['CustomerGroupsController_remove'];
options?: never;
head?: never;
/** 更新客户组名称 / 说明 */
patch: operations['CustomerGroupsController_update'];
trace?: never;
};
'/api/v1/customer-groups/{id}/members': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
/** 批量添加 / 移除成员(幂等) */
post: operations['CustomerGroupsController_updateMembers'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customer-fields': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 字段审批队列(待审批 / 已生效 / 已驳回) */
get: operations['CustomerFieldsController_list'];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customer-fields/{id}/approve': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
get?: never;
put?: never;
/** 审批客户级字段(通过 / 驳回;驳回原因必填) */
post: operations['CustomerFieldsController_approve'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/api/v1/customers/{id}/fields': {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** 客户级字段列表(基础字段在 customers.custom_fields) */
get: operations['CustomerFieldsOfCustomerController_list'];
put?: never;
/** 申请客户级字段(进入生成字段需审批;每客户 ≤ 5) */
post: operations['CustomerFieldsOfCustomerController_apply'];
delete?: never;
options?: never;
head?: never;
patch?: never;
trace?: never;
};
'/health': { '/health': {
parameters: { parameters: {
query?: never; query?: never;
@@ -684,23 +945,6 @@ export interface operations {
}; };
}; };
}; };
UsersController_transferCustomers: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
DepartmentsController_tree: { DepartmentsController_tree: {
parameters: { parameters: {
query?: { query?: {
@@ -890,6 +1134,431 @@ export interface operations {
}; };
}; };
}; };
IndustriesController_list: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
IndustriesController_create: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
201: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
IndustriesController_detail: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
IndustriesController_remove: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
204: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
IndustriesController_update: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
IndustriesController_setStatus: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_list: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_create: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
201: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_detail: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_update: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_setStatus: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_transfer: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_setGroups: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomersController_applyIndustryPack: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerTransferController_transfer: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerGroupsController_list: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerGroupsController_create: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
201: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerGroupsController_detail: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerGroupsController_remove: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
204: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerGroupsController_update: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerGroupsController_updateMembers: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerFieldsController_list: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerFieldsController_approve: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerFieldsOfCustomerController_list: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
200: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
CustomerFieldsOfCustomerController_apply: {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
requestBody?: never;
responses: {
201: {
headers: {
[name: string]: unknown;
};
content?: never;
};
};
};
HealthController_check: { HealthController_check: {
parameters: { parameters: {
query?: never; query?: never;
+13
View File
@@ -13,4 +13,17 @@ export const queryKeys = {
roleList: (query: RoleListQueryInput) => ['roles', 'management', query] as const, roleList: (query: RoleListQueryInput) => ['roles', 'management', query] as const,
role: (roleId: string) => ['roles', 'detail', roleId] as const, role: (roleId: string) => ['roles', 'detail', roleId] as const,
permissions: ['permissions'] as const, permissions: ['permissions'] as const,
// A3 client
industries: ['industries'] as const,
industryList: (query: object) => ['industries', 'list', query] as const,
industry: (industryId: string) => ['industries', 'detail', industryId] as const,
customers: ['customers'] as const,
customerList: (query: object) => ['customers', 'list', query] as const,
customer: (customerId: string) => ['customers', 'detail', customerId] as const,
customerFieldsOf: (customerId: string) => ['customers', 'fields', customerId] as const,
customerGroups: ['customer-groups'] as const,
customerGroupList: (query: object) => ['customer-groups', 'list', query] as const,
customerGroup: (groupId: string) => ['customer-groups', 'detail', groupId] as const,
customerFields: (query: object) => ['customer-fields', 'list', query] as const,
customerFieldsRoot: ['customer-fields'] as const,
}; };
+353
View File
@@ -0,0 +1,353 @@
import type {
ApplyCustomerFieldInput,
ApproveCustomerFieldInput,
CreateCustomerGroupInput,
CreateCustomerInput,
CreateIndustryInput,
CustomerDetail,
CustomerField,
CustomerFieldListItem,
CustomerFieldListQuery,
CustomerGroupDetail,
CustomerGroupSummary,
CustomerListQuery,
CustomerSummary,
IndustryDetail,
IndustryListQuery,
IndustryTreeItem,
SetCustomerGroupsInput,
SetCustomerStatusInput,
SetIndustryStatusInput,
TransferCustomerInput,
UpdateCustomerGroupInput,
UpdateCustomerGroupMembersInput,
UpdateCustomerInput,
UpdateIndustryInput,
} from '@lingxi/shared';
import {
keepPreviousData,
useMutation,
type UseMutationResult,
useQuery,
useQueryClient,
type UseQueryResult,
} from '@tanstack/react-query';
import {
applyCustomerField,
approveCustomerField,
createCustomer,
createCustomerGroup,
createIndustry,
deleteCustomerGroup,
deleteIndustry,
fetchCustomerDetail,
fetchCustomerFieldList,
fetchCustomerFields,
fetchCustomerGroupDetail,
fetchCustomerGroupList,
fetchCustomerList,
fetchIndustryDetail,
fetchIndustryList,
setCustomerGroups,
setCustomerStatus,
setIndustryStatus,
transferCustomer,
updateCustomer,
updateCustomerGroup,
updateCustomerGroupMembers,
updateIndustry,
} from '@/api/customers';
import { queryKeys } from '@/api/query-keys';
export function useIndustriesQuery(
query: Partial<IndustryListQuery> = {},
): UseQueryResult<{ items: IndustryTreeItem[]; next_cursor: string | null }> {
return useQuery({
queryKey: queryKeys.industryList(query),
queryFn: () => fetchIndustryList(query),
staleTime: 10_000,
});
}
export function useIndustryDetailQuery(id: string | null): UseQueryResult<IndustryDetail> {
return useQuery({
queryKey: queryKeys.industry(id ?? ''),
queryFn: () => fetchIndustryDetail(id ?? ''),
enabled: id !== null && id !== '',
});
}
export function useCustomersQuery(
query: Partial<CustomerListQuery> = {},
): UseQueryResult<{ items: CustomerSummary[]; next_cursor: string | null }> {
return useQuery({
queryKey: queryKeys.customerList(query),
queryFn: () => fetchCustomerList(query),
placeholderData: keepPreviousData,
staleTime: 10_000,
});
}
export function useCustomerDetailQuery(id: string | null): UseQueryResult<CustomerDetail> {
return useQuery({
queryKey: queryKeys.customer(id ?? ''),
queryFn: () => fetchCustomerDetail(id ?? ''),
enabled: id !== null && id !== '',
});
}
export function useCustomerGroupsQuery(): UseQueryResult<{
items: CustomerGroupSummary[];
next_cursor: string | null;
}> {
const query = { limit: 100 };
return useQuery({
queryKey: queryKeys.customerGroupList(query),
queryFn: () => fetchCustomerGroupList(query),
staleTime: 10_000,
});
}
export function useCustomerGroupDetailQuery(
id: string | null,
): UseQueryResult<CustomerGroupDetail> {
return useQuery({
queryKey: queryKeys.customerGroup(id ?? ''),
queryFn: () => fetchCustomerGroupDetail(id ?? ''),
enabled: id !== null && id !== '',
});
}
export function useCustomerFieldsQuery(
query: Partial<CustomerFieldListQuery> = {},
): UseQueryResult<{ items: CustomerFieldListItem[]; next_cursor: string | null }> {
return useQuery({
queryKey: queryKeys.customerFields(query),
queryFn: () => fetchCustomerFieldList(query),
placeholderData: keepPreviousData,
staleTime: 10_000,
});
}
export function useCustomerFieldsOfQuery(
customerId: string | null,
): UseQueryResult<CustomerField[]> {
return useQuery({
queryKey: queryKeys.customerFieldsOf(customerId ?? ''),
queryFn: () => fetchCustomerFields(customerId ?? ''),
enabled: customerId !== null && customerId !== '',
});
}
function useInvalidateClient(): () => Promise<void> {
const queryClient = useQueryClient();
return async () => {
await queryClient.invalidateQueries({ queryKey: queryKeys.industries });
await queryClient.invalidateQueries({ queryKey: queryKeys.customers });
await queryClient.invalidateQueries({ queryKey: queryKeys.customerGroups });
await queryClient.invalidateQueries({ queryKey: queryKeys.customerFieldsRoot });
};
}
export function useCreateIndustryMutation(): UseMutationResult<
IndustryDetail,
Error,
CreateIndustryInput
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: createIndustry,
onSuccess: async () => {
await invalidate();
},
});
}
export function useUpdateIndustryMutation(): UseMutationResult<
IndustryDetail,
Error,
{ id: string; input: UpdateIndustryInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => updateIndustry(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useSetIndustryStatusMutation(): UseMutationResult<
IndustryDetail,
Error,
{ id: string; input: SetIndustryStatusInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => setIndustryStatus(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useDeleteIndustryMutation(): UseMutationResult<void, Error, string> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: deleteIndustry,
onSuccess: async () => {
await invalidate();
},
});
}
export function useCreateCustomerMutation(): UseMutationResult<
CustomerDetail,
Error,
CreateCustomerInput
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: createCustomer,
onSuccess: async () => {
await invalidate();
},
});
}
export function useUpdateCustomerMutation(): UseMutationResult<
CustomerDetail,
Error,
{ id: string; input: UpdateCustomerInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => updateCustomer(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useSetCustomerStatusMutation(): UseMutationResult<
CustomerDetail,
Error,
{ id: string; input: SetCustomerStatusInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => setCustomerStatus(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useTransferCustomerMutation(): UseMutationResult<
CustomerDetail,
Error,
{ id: string; input: TransferCustomerInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => transferCustomer(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useSetCustomerGroupsMutation(): UseMutationResult<
CustomerDetail,
Error,
{ id: string; input: SetCustomerGroupsInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => setCustomerGroups(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useCreateCustomerGroupMutation(): UseMutationResult<
CustomerGroupDetail,
Error,
CreateCustomerGroupInput
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: createCustomerGroup,
onSuccess: async () => {
await invalidate();
},
});
}
export function useUpdateCustomerGroupMutation(): UseMutationResult<
CustomerGroupDetail,
Error,
{ id: string; input: UpdateCustomerGroupInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => updateCustomerGroup(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useUpdateCustomerGroupMembersMutation(): UseMutationResult<
CustomerGroupDetail,
Error,
{ id: string; input: UpdateCustomerGroupMembersInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => updateCustomerGroupMembers(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useDeleteCustomerGroupMutation(): UseMutationResult<void, Error, string> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: deleteCustomerGroup,
onSuccess: async () => {
await invalidate();
},
});
}
export function useApplyCustomerFieldMutation(): UseMutationResult<
CustomerField,
Error,
{ customerId: string; input: ApplyCustomerFieldInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ customerId, input }) => applyCustomerField(customerId, input),
onSuccess: async () => {
await invalidate();
},
});
}
export function useApproveCustomerFieldMutation(): UseMutationResult<
CustomerField,
Error,
{ id: string; input: ApproveCustomerFieldInput }
> {
const invalidate = useInvalidateClient();
return useMutation({
mutationFn: ({ id, input }) => approveCustomerField(id, input),
onSuccess: async () => {
await invalidate();
},
});
}
+1
View File
@@ -9,6 +9,7 @@ import '@/styles/users.css';
import '@/styles/roles.css'; import '@/styles/roles.css';
import '@/styles/role-editor.css'; import '@/styles/role-editor.css';
import '@/styles/departments.css'; import '@/styles/departments.css';
import '@/styles/client.css';
import { LocaleProvider } from '@douyinfe/semi-ui-19'; import { LocaleProvider } from '@douyinfe/semi-ui-19';
import { localeZhCN } from '@lingxi/ui'; import { localeZhCN } from '@lingxi/ui';
@@ -53,6 +53,20 @@ describe('导航配置', () => {
expect(findActiveNav(NAV_MODULES, '/system/departments')?.item?.label).toBe('部门管理'); expect(findActiveNav(NAV_MODULES, '/system/departments')?.item?.label).toBe('部门管理');
}); });
it('客户与行业菜单使用查看权限,名称按 A3 口径更名', () => {
const systemItems = NAV_MODULES.find((module) => module.key === 'system')?.items ?? [];
const customersItem = systemItems.find((item) => item.key === 'customers');
const industriesItem = systemItems.find((item) => item.key === 'industries');
expect(customersItem?.label).toBe('客户管理');
expect(customersItem?.permission).toBe('customer:read');
expect(industriesItem?.label).toBe('行业管理');
expect(industriesItem?.permission).toBe('customer:read');
expect(
findActiveNav(NAV_MODULES, '/system/customers/01HZZZZZZZZZZZZZZZZZZZZZZZ')?.item?.label,
).toBe('客户管理');
expect(findActiveNav(NAV_MODULES, '/system/industries')?.item?.label).toBe('行业管理');
});
it('按路径定位当前模块与菜单', () => { it('按路径定位当前模块与菜单', () => {
const active = findActiveNav(NAV_MODULES, '/material/quick-review'); const active = findActiveNav(NAV_MODULES, '/material/quick-review');
expect(active?.module.key).toBe('material'); expect(active?.module.key).toBe('material');
+16 -8
View File
@@ -273,19 +273,27 @@ export const NAV_MODULES: readonly NavModule[] = [
}, },
{ {
key: 'customers', key: 'customers',
label: '客户', label: '客户管理',
path: '/system/customers', path: '/system/customers',
icon: IconGlobal, icon: IconGlobal,
permission: Permission.CUSTOMER_MANAGE, permission: Permission.CUSTOMER_READ,
description: '客户、行业归属与数据范围', description: '客户档案、状态与交付偏好',
},
{
key: 'customer-groups',
label: '客户组',
path: '/system/customer-groups',
icon: IconApps,
permission: Permission.CUSTOMER_GROUP_MANAGE,
description: '客户组与批量授权单位',
}, },
{ {
key: 'industries', key: 'industries',
label: '行业树', label: '行业管理',
path: '/system/industries', path: '/system/industries',
icon: IconStack, icon: IconStack,
permission: Permission.INDUSTRY_MANAGE, permission: Permission.CUSTOMER_READ,
description: '行业分类树与行业包绑定', description: '两级行业树、状态与客户归属',
}, },
{ {
key: 'dicts', key: 'dicts',
@@ -338,9 +346,9 @@ export const NAV_MODULES: readonly NavModule[] = [
{ {
key: 'customer-fields', key: 'customer-fields',
label: '客户字段', label: '客户字段',
path: '/system/customer-fields', path: '/system/customer-fields/approvals',
icon: IconTask, icon: IconTask,
permission: Permission.CUSTOMER_MANAGE, permission: Permission.CUSTOMER_FIELD_APPROVE,
description: '客户级扩展字段与审批', description: '客户级扩展字段与审批',
}, },
{ {
@@ -0,0 +1,335 @@
/* eslint-disable max-lines-per-function -- 页面编排筛选、表格与弹窗,集中便于追踪数据流 */
import { Button, Input, Modal, Select } from '@douyinfe/semi-ui-19';
import { type CustomerFieldListItem, Permission } from '@lingxi/shared';
import { notifyError, notifySuccess, PageSkeleton } from '@lingxi/ui';
import type { ReactNode } from 'react';
import { useState } from 'react';
import { Can } from '@/components/Can';
import {
useApplyCustomerFieldMutation,
useApproveCustomerFieldMutation,
useCustomerFieldsQuery,
useCustomersQuery,
} from '@/hooks/queries/use-client';
function statusTag(status: CustomerFieldListItem['status']): ReactNode {
const cls =
status === 'active'
? 'active'
: status === 'pending'
? 'paused'
: status === 'rejected'
? 'ended'
: 'disabled';
const label =
status === 'active'
? '已生效'
: status === 'pending'
? '待审批'
: status === 'rejected'
? '已驳回'
: '已停用';
return <span className={`lx-client-tag lx-client-tag--${cls}`}>{label}</span>;
}
function ApplyModal({ onClose }: { onClose: () => void }): ReactNode {
const customers = useCustomersQuery({ limit: 100, status: 'active' });
const apply = useApplyCustomerFieldMutation();
const [customerId, setCustomerId] = useState<string | undefined>();
const [name, setName] = useState('');
const [code, setCode] = useState('');
const [purpose, setPurpose] = useState('');
const [type, setType] = useState<'text' | 'number' | 'date' | 'select'>('text');
const [error, setError] = useState<string | null>(null);
const submit = async (): Promise<void> => {
if (
customerId === undefined ||
name.trim() === '' ||
code.trim() === '' ||
purpose.trim() === ''
) {
setError('请完整填写客户、字段名称、编码与用途');
return;
}
try {
await apply.mutateAsync({
customerId,
input: { name, code, type, purpose, entersGeneration: true, options: [] },
});
notifySuccess('字段申请已提交,等待审批');
onClose();
} catch (cause) {
setError(cause instanceof Error ? cause.message : '提交失败');
}
};
return (
<Modal
visible
title="申请客户字段"
onCancel={onClose}
onOk={() => void submit()}
okText="提交申请"
>
<div className="lx-client-formgrid">
<div className="lx-client-field is-full">
<label>申请客户</label>
<Select
style={{ width: '100%' }}
value={customerId}
placeholder="选择客户"
optionList={(customers.data?.items ?? []).map((customer) => ({
value: customer.id,
label: customer.name,
}))}
onChange={(value) => {
setCustomerId(String(value));
}}
filter
/>
</div>
<div className="lx-client-field">
<label>字段名称</label>
<Input value={name} onChange={setName} placeholder="如:活动编码" />
</div>
<div className="lx-client-field">
<label>字段编码</label>
<Input value={code} onChange={setCode} placeholder="如:campaign_code" />
</div>
<div className="lx-client-field">
<label>字段类型</label>
<Select
style={{ width: '100%' }}
value={type}
optionList={[
{ value: 'text', label: '文本' },
{ value: 'number', label: '数字' },
{ value: 'date', label: '日期' },
{ value: 'select', label: '单选' },
]}
onChange={(value) => {
setType(value as typeof type);
}}
/>
</div>
<div className="lx-client-field is-full">
<label>用途说明</label>
<Input value={purpose} onChange={setPurpose} placeholder="说明字段用途与进入生成的原因" />
</div>
</div>
{error !== null ? (
<div className="lx-client-hint" style={{ color: 'var(--lx-color-danger)' }}>
{error}
</div>
) : null}
</Modal>
);
}
function RejectModal({
field,
onClose,
}: {
field: CustomerFieldListItem;
onClose: () => void;
}): ReactNode {
const approve = useApproveCustomerFieldMutation();
const [reason, setReason] = useState('');
const [error, setError] = useState<string | null>(null);
const submit = async (): Promise<void> => {
if (reason.trim() === '') {
setError('驳回原因必填');
return;
}
try {
await approve.mutateAsync({ id: field.id, input: { decision: 'reject', reason } });
notifySuccess('已驳回,申请人将收到通知');
onClose();
} catch (cause) {
setError(cause instanceof Error ? cause.message : '驳回失败');
}
};
return (
<Modal
visible
title="驳回字段申请"
onCancel={onClose}
onOk={() => void submit()}
okText="确认驳回"
okButtonProps={{ type: 'danger' }}
>
<div className="lx-client-hint">
{field.customerName} · {field.name}({field.code})
</div>
<div className="lx-client-field">
<label>驳回原因</label>
<Input
value={reason}
onChange={setReason}
placeholder="例如:与基础字段重复,仅需检索无需进入生成"
/>
</div>
{error !== null ? (
<div className="lx-client-hint" style={{ color: 'var(--lx-color-danger)' }}>
{error}
</div>
) : null}
</Modal>
);
}
/** 客户字段审批(选定方案 A:全宽表格 + 审批弹窗) */
export function CustomerFieldsPage(): ReactNode {
const [status, setStatus] = useState<'all' | 'pending' | 'active' | 'rejected'>('all');
const fields = useCustomerFieldsQuery({ limit: 100, status });
const approve = useApproveCustomerFieldMutation();
const [applyOpen, setApplyOpen] = useState(false);
const [rejectField, setRejectField] = useState<CustomerFieldListItem | null>(null);
const items = fields.data?.items ?? [];
if (fields.isPending) return <PageSkeleton rows={8} />;
const approveField = (field: CustomerFieldListItem): void => {
Modal.confirm({
title: '通过字段申请',
content: `通过后「${field.name}(${field.code})」立即生效并进入客户生成链路,操作会写入审计。`,
onOk: async () => {
try {
await approve.mutateAsync({ id: field.id, input: { decision: 'approve' } });
notifySuccess('已通过审批,字段已生效');
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '审批失败');
}
},
});
};
return (
<div className="lx-client-page">
<header className="lx-client-header">
<div>
<h1>客户字段审批</h1>
<p>客户级字段分两层:基础字段仅检索报表、无需审批;进入生成字段必须申请 → 审批 → 生效</p>
</div>
<div className="lx-client-header__actions">
<Can permission={Permission.CUSTOMER_FIELD_APPLY}>
<Button
type="primary"
onClick={() => {
setApplyOpen(true);
}}
>
申请字段
</Button>
</Can>
</div>
</header>
<section className="lx-client-filters">
<Select
style={{ width: 150 }}
value={status}
optionList={[
{ value: 'all', label: '全部状态' },
{ value: 'pending', label: '待审批' },
{ value: 'active', label: '已生效' },
{ value: 'rejected', label: '已驳回' },
]}
onChange={(value) => {
setStatus(value as typeof status);
}}
/>
<span style={{ marginLeft: 'auto', fontSize: 12, color: 'var(--lx-color-text-secondary)' }}>
共 {items.length} 条申请
</span>
</section>
<section className="lx-client-table-card">
{items.length === 0 ? (
<div className="lx-client-empty">
<b>暂无字段申请</b>
<span>客户提交进入生成字段的申请后,会出现在这里等待审批</span>
</div>
) : (
<table className="lx-client-table">
<thead>
<tr>
<th>客户</th>
<th>字段</th>
<th>类型</th>
<th>进入生成</th>
<th>申请人</th>
<th>申请时间</th>
<th>状态</th>
<th>操作</th>
</tr>
</thead>
<tbody>
{items.map((field) => (
<tr key={field.id}>
<td>
<b>{field.customerName}</b>
<span className="lx-client-sub">{field.industryPath}</span>
</td>
<td>
<b>{field.name}</b>
<span className="lx-client-sub">{field.code}</span>
</td>
<td>{field.type}</td>
<td>{field.entersGeneration ? '是' : '否'}</td>
<td>{field.applicantName}</td>
<td className="lx-client-muted">
{field.appliedAt.slice(0, 19).replace('T', ' ')}
</td>
<td>{statusTag(field.status)}</td>
<td>
{field.status === 'pending' ? (
<div style={{ display: 'flex', gap: 4 }}>
<Button
size="small"
onClick={() => {
setRejectField(field);
}}
>
驳回
</Button>
<Button
size="small"
type="primary"
onClick={() => {
approveField(field);
}}
>
通过
</Button>
</div>
) : (
<span className="lx-client-muted">已处理</span>
)}
</td>
</tr>
))}
</tbody>
</table>
)}
<div className="lx-client-tablefoot">
审批与变更写入审计 · 未审批字段不进入生成 · 每客户进入生成字段 ≤ 5 个
</div>
</section>
{applyOpen ? (
<ApplyModal
onClose={() => {
setApplyOpen(false);
}}
/>
) : null}
{rejectField !== null ? (
<RejectModal
field={rejectField}
onClose={() => {
setRejectField(null);
}}
/>
) : null}
</div>
);
}
@@ -0,0 +1,300 @@
/* eslint-disable max-lines-per-function -- 页面编排筛选、表格与弹窗,集中便于追踪数据流 */
import { Button, Input, Modal, Select } from '@douyinfe/semi-ui-19';
import type { CustomerGroupDetail } from '@lingxi/shared';
import { notifyError, notifySuccess, PageSkeleton } from '@lingxi/ui';
import type { ReactNode } from 'react';
import { useMemo, useState } from 'react';
import {
useCreateCustomerGroupMutation,
useCustomerGroupDetailQuery,
useCustomerGroupsQuery,
useCustomersQuery,
useDeleteCustomerGroupMutation,
useUpdateCustomerGroupMembersMutation,
useUpdateCustomerGroupMutation,
} from '@/hooks/queries/use-client';
function GroupFormModal({
group,
onClose,
}: {
group?: CustomerGroupDetail;
onClose: () => void;
}): ReactNode {
const create = useCreateCustomerGroupMutation();
const update = useUpdateCustomerGroupMutation();
const [name, setName] = useState(group?.name ?? '');
const [description, setDescription] = useState(group?.description ?? '');
const [error, setError] = useState<string | null>(null);
const submit = async (): Promise<void> => {
if (name.trim().length < 2) {
setError('客户组名称至少 2 个字符');
return;
}
try {
if (group !== undefined) {
await update.mutateAsync({ id: group.id, input: { name, description } });
notifySuccess('客户组已保存');
} else {
await create.mutateAsync({ name, description });
notifySuccess('客户组已创建');
}
onClose();
} catch (cause) {
setError(cause instanceof Error ? cause.message : '保存失败');
}
};
return (
<Modal
visible
title={group === undefined ? '新建客户组' : '编辑客户组'}
onCancel={onClose}
onOk={() => void submit()}
okText="保存"
>
<div className="lx-client-formgrid">
<div className="lx-client-field is-full">
<label>客户组名称</label>
<Input value={name} onChange={setName} placeholder="如:电商核心组" />
</div>
<div className="lx-client-field is-full">
<label>说明</label>
<Input
value={description}
onChange={setDescription}
placeholder="说明客户组的用途与授权范围"
/>
</div>
</div>
{error !== null ? (
<div className="lx-client-hint" style={{ color: 'var(--lx-color-danger)' }}>
{error}
</div>
) : null}
</Modal>
);
}
function MembersModal({
group,
onClose,
}: {
group: CustomerGroupDetail;
onClose: () => void;
}): ReactNode {
const customers = useCustomersQuery({ limit: 100 });
const update = useUpdateCustomerGroupMembersMutation();
const currentIds = group.members.map((member) => member.id);
const [selected, setSelected] = useState<string[]>(currentIds);
const submit = async (): Promise<void> => {
const addCustomerIds = selected.filter((id) => !currentIds.includes(id));
const removeCustomerIds = currentIds.filter((id) => !selected.includes(id));
try {
await update.mutateAsync({ id: group.id, input: { addCustomerIds, removeCustomerIds } });
notifySuccess(
`已更新客户组成员(新增 ${addCustomerIds.length} / 移除 ${removeCustomerIds.length})`,
);
onClose();
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '保存失败');
}
};
return (
<Modal
visible
title="管理客户组成员"
onCancel={onClose}
onOk={() => void submit()}
okText="保存成员"
>
<div className="lx-client-field">
<label>成员客户</label>
<Select
multiple
style={{ width: '100%' }}
value={selected}
optionList={(customers.data?.items ?? []).map((customer) => ({
value: customer.id,
label: `${customer.name}(${customer.industryPath})`,
}))}
onChange={(value) => {
setSelected(value as string[]);
}}
filter
/>
</div>
<div className="lx-client-hint">
调整成员会立即改变引用该客户组的角色可见客户集合;变更写入审计。
</div>
</Modal>
);
}
/** 客户组(选定方案 B:左列表 + 右成员详情) */
export function CustomerGroupsPage(): ReactNode {
const groups = useCustomerGroupsQuery();
const [selectedId, setSelectedId] = useState<string | null>(null);
const activeId = selectedId ?? groups.data?.items[0]?.id ?? null;
const detail = useCustomerGroupDetailQuery(activeId);
const remove = useDeleteCustomerGroupMutation();
const [modal, setModal] = useState<'create' | 'edit' | 'members' | null>(null);
const items = useMemo(() => groups.data?.items ?? [], [groups.data]);
if (groups.isPending) return <PageSkeleton rows={6} />;
const deleteGroup = (): void => {
if (detail.data === undefined) return;
Modal.confirm({
title: '删除客户组',
content: '删除前需确认无角色数据范围引用;删除后不可恢复。',
okButtonProps: { type: 'danger' },
onOk: async () => {
try {
await remove.mutateAsync(detail.data.id);
notifySuccess('客户组已删除');
setSelectedId(null);
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '删除失败');
}
},
});
};
return (
<div className="lx-client-page">
<header className="lx-client-header">
<div>
<h1>客户组</h1>
<p>把客户按行业、团队或服务等级分组;客户组是批量授权与数据范围的最小单位</p>
</div>
<div className="lx-client-header__actions">
<Button
type="primary"
onClick={() => {
setModal('create');
}}
>
新建客户组
</Button>
</div>
</header>
<div className="lx-client-split">
<section className="lx-client-left">
<div className="lx-client-left__head">
<b>客户组</b>
<span>{items.length} 个 · 覆盖 9 个客户</span>
</div>
<div className="lx-client-left__body">
{items.length === 0 ? (
<div className="lx-client-empty">
<b>暂无客户组</b>
<span>新建客户组,把客户按行业 / 团队分组</span>
</div>
) : (
items.map((group) => (
<button
key={group.id}
type="button"
className={`lx-client-tree__row${group.id === activeId ? ' is-active' : ''}`}
onClick={() => {
setSelectedId(group.id);
}}
style={{ height: 46 }}
>
<span className="lx-client-tree__name">
<b style={{ display: 'block', fontWeight: 500 }}>{group.name}</b>
<span style={{ fontSize: 11, color: 'var(--lx-color-text-secondary)' }}>
{group.description}
</span>
</span>
<span className="lx-client-tree__count">{group.memberCount} 个</span>
</button>
))
)}
</div>
<div className="lx-client-left__foot">共 {items.length} 个客户组 · 授权最小单位</div>
</section>
<section className="lx-client-right">
{detail.data === undefined ? (
<div className="lx-client-empty">
<b>选择客户组</b>
<span>从左侧选择客户组查看成员</span>
</div>
) : (
<>
<div className="lx-client-right__head">
<div>
<h2>{detail.data.name}</h2>
<p>
{detail.data.description || '暂无说明'} · {detail.data.memberCount} 个客户
</p>
</div>
<div className="lx-client-header__actions">
<Button
onClick={() => {
setModal('members');
}}
>
管理成员
</Button>
<Button
onClick={() => {
setModal('edit');
}}
>
编辑
</Button>
<Button type="danger" onClick={deleteGroup}>
删除
</Button>
</div>
</div>
<div className="lx-client-right__body">
<div className="lx-client-hint">
调整成员会立即改变引用该客户组的角色数据范围;变更写入审计。
</div>
<div className="lx-client-memberlist">
{detail.data.members.length === 0 ? (
<div className="lx-client-hint">暂无成员</div>
) : null}
{detail.data.members.map((member) => (
<div key={member.id} className="lx-client-memberrow">
<b>{member.name}</b>
<span>
{member.industryPath} · {member.ownerName}
</span>
</div>
))}
</div>
</div>
</>
)}
</section>
</div>
{modal === 'create' ? (
<GroupFormModal
onClose={() => {
setModal(null);
}}
/>
) : null}
{modal === 'edit' && detail.data !== undefined ? (
<GroupFormModal
group={detail.data}
onClose={() => {
setModal(null);
}}
/>
) : null}
{modal === 'members' && detail.data !== undefined ? (
<MembersModal
group={detail.data}
onClose={() => {
setModal(null);
}}
/>
) : null}
</div>
);
}
@@ -0,0 +1,676 @@
/* eslint-disable max-lines-per-function, complexity -- 页面编排筛选、表格与弹窗,集中便于追踪数据流 */
import { Button, Input, Modal, Select } from '@douyinfe/semi-ui-19';
import { type CustomerDetail, type CustomerField, Permission } from '@lingxi/shared';
import { notifyError, notifySuccess, PageSkeleton } from '@lingxi/ui';
import { IconBack } from '@lingxi/ui/icons';
import type { ReactNode } from 'react';
import { useState } from 'react';
import { useNavigate, useParams } from 'react-router';
import { Can } from '@/components/Can';
import {
useApplyCustomerFieldMutation,
useCustomerDetailQuery,
useCustomerFieldsOfQuery,
useCustomerGroupsQuery,
useSetCustomerGroupsMutation,
useSetCustomerStatusMutation,
useTransferCustomerMutation,
useUpdateCustomerMutation,
} from '@/hooks/queries/use-client';
import { useUserCandidatesQuery } from '@/hooks/queries/use-users';
import { ROUTES } from '@/routes';
import { CustomerStatusTag } from './CustomerStatusTag';
function Section({
title,
action,
children,
}: {
title: string;
action?: ReactNode;
children: ReactNode;
}): ReactNode {
return (
<section className="lx-client-section">
<div className="lx-client-section__head">
<b>{title}</b>
{action}
</div>
{children}
</section>
);
}
function FieldStatusTag({ field }: { field: CustomerField }): ReactNode {
const cls =
field.status === 'active'
? 'active'
: field.status === 'pending'
? 'paused'
: field.status === 'rejected'
? 'ended'
: 'disabled';
const label =
field.status === 'active'
? '已生效'
: field.status === 'pending'
? '待审批'
: field.status === 'rejected'
? '已驳回'
: '已停用';
return <span className={`lx-client-tag lx-client-tag--${cls}`}>{label}</span>;
}
function TransferModal({
customer,
onClose,
}: {
customer: CustomerDetail;
onClose: () => void;
}): ReactNode {
const users = useUserCandidatesQuery(true);
const transfer = useTransferCustomerMutation();
const [ownerUserId, setOwnerUserId] = useState(customer.ownerUserId);
const submit = async (): Promise<void> => {
try {
await transfer.mutateAsync({ id: customer.id, input: { ownerUserId } });
notifySuccess('客户负责人已转交,已写入审计');
onClose();
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '转交失败');
}
};
return (
<Modal
visible
title="变更客户负责人"
onCancel={onClose}
onOk={() => void submit()}
okText="确认转交"
>
<div className="lx-client-field">
<label>新的客户负责人</label>
<Select
style={{ width: '100%' }}
value={ownerUserId}
optionList={(users.data?.items ?? []).map((user) => ({
value: user.id,
label: `${user.name}(${user.departmentName})`,
}))}
onChange={(value) => {
setOwnerUserId(String(value));
}}
/>
</div>
<div className="lx-client-hint">
转交后该客户会从原负责人的「负责客户」范围移出,并写入审计。
</div>
</Modal>
);
}
function BaseFieldModal({
customer,
onClose,
}: {
customer: CustomerDetail;
onClose: () => void;
}): ReactNode {
const update = useUpdateCustomerMutation();
const [key, setKey] = useState('');
const [value, setValue] = useState('');
const submit = async (): Promise<void> => {
if (key.trim() === '') return;
try {
await update.mutateAsync({
id: customer.id,
input: { baseFields: [...customer.baseFields, { key: key.trim(), value: value.trim() }] },
});
notifySuccess('基础字段已保存');
onClose();
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '保存失败');
}
};
return (
<Modal visible title="添加基础字段" onCancel={onClose} onOk={() => void submit()} okText="保存">
<div className="lx-client-formgrid">
<div className="lx-client-field">
<label>字段键</label>
<Input value={key} onChange={setKey} placeholder="如:门店编号" />
</div>
<div className="lx-client-field">
<label>字段值</label>
<Input value={value} onChange={setValue} placeholder="如:沪-012" />
</div>
</div>
<div className="lx-client-hint">
基础字段仅用于检索与报表,永不进入生成;每客户最多 10 个。
</div>
</Modal>
);
}
function ApplyFieldModal({
customer,
onClose,
}: {
customer: CustomerDetail;
onClose: () => void;
}): ReactNode {
const apply = useApplyCustomerFieldMutation();
const [name, setName] = useState('');
const [code, setCode] = useState('');
const [type, setType] = useState<'text' | 'number' | 'date' | 'select'>('text');
const [purpose, setPurpose] = useState('');
const [error, setError] = useState<string | null>(null);
const submit = async (): Promise<void> => {
if (name.trim() === '' || code.trim() === '' || purpose.trim() === '') {
setError('请填写字段名称、编码与用途说明');
return;
}
try {
await apply.mutateAsync({
customerId: customer.id,
input: { name, code, type, purpose, entersGeneration: true, options: [] },
});
notifySuccess('字段申请已提交,等待审批');
onClose();
} catch (cause) {
setError(cause instanceof Error ? cause.message : '提交失败');
}
};
return (
<Modal
visible
title="申请客户字段"
onCancel={onClose}
onOk={() => void submit()}
okText="提交申请"
>
<div className="lx-client-formgrid">
<div className="lx-client-field">
<label>字段名称</label>
<Input value={name} onChange={setName} placeholder="如:活动编码" />
</div>
<div className="lx-client-field">
<label>字段编码</label>
<Input value={code} onChange={setCode} placeholder="如:campaign_code" />
</div>
<div className="lx-client-field">
<label>字段类型</label>
<Select
style={{ width: '100%' }}
value={type}
optionList={[
{ value: 'text', label: '文本' },
{ value: 'number', label: '数字' },
{ value: 'date', label: '日期' },
{ value: 'select', label: '单选' },
]}
onChange={(value) => {
setType(value as typeof type);
}}
/>
</div>
<div className="lx-client-field is-full">
<label>用途说明</label>
<Input value={purpose} onChange={setPurpose} placeholder="说明字段用途与进入生成的原因" />
</div>
</div>
{error !== null ? (
<div className="lx-client-hint" style={{ color: 'var(--lx-color-danger)' }}>
{error}
</div>
) : null}
<div className="lx-client-hint">进入生成字段需审批后生效;每客户最多 5 个。</div>
</Modal>
);
}
function GroupsModal({
customer,
onClose,
}: {
customer: CustomerDetail;
onClose: () => void;
}): ReactNode {
const groups = useCustomerGroupsQuery();
const update = useSetCustomerGroupsMutation();
const [groupIds, setGroupIds] = useState<string[]>(customer.groups.map((group) => group.id));
const submit = async (): Promise<void> => {
try {
await update.mutateAsync({ id: customer.id, input: { groupIds } });
notifySuccess('客户组归属已更新');
onClose();
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '保存失败');
}
};
return (
<Modal
visible
title="管理客户所属客户组"
onCancel={onClose}
onOk={() => void submit()}
okText="保存"
>
<div className="lx-client-field">
<label>客户组</label>
<Select
multiple
style={{ width: '100%' }}
value={groupIds}
optionList={(groups.data?.items ?? []).map((group) => ({
value: group.id,
label: group.name,
}))}
onChange={(value) => {
setGroupIds(value as string[]);
}}
/>
</div>
<div className="lx-client-hint">
客户组是数据范围授权的最小单位;调整会立即影响引用该客户组的角色可见范围。
</div>
</Modal>
);
}
/** 客户详情(选定方案 A:独立三栏档案页) */
export function CustomerDetailPage(): ReactNode {
const { id } = useParams<{ id: string }>();
const navigate = useNavigate();
const detail = useCustomerDetailQuery(id ?? null);
const fields = useCustomerFieldsOfQuery(id ?? null);
const setStatus = useSetCustomerStatusMutation();
const update = useUpdateCustomerMutation();
const [modal, setModal] = useState<'transfer' | 'base' | 'field' | 'groups' | null>(null);
if (detail.isPending) return <PageSkeleton rows={8} />;
if (detail.error) {
return (
<div className="lx-client-page">
<div className="lx-client-empty">
<b>客户加载失败</b>
<span>{detail.error.message}</span>
<Button onClick={() => void navigate(ROUTES.system.customers)}>返回客户列表</Button>
</div>
</div>
);
}
const customer = detail.data;
const canWrite = customer.status === 'active';
const changeStatus = (target: 'paused' | 'ended' | 'active'): void => {
Modal.confirm({
title:
target === 'paused' ? '暂停客户服务' : target === 'ended' ? '结束客户服务' : '恢复客户服务',
content:
target === 'paused'
? '暂停后档案只读,不能发起新的生成任务;可随时恢复。'
: target === 'ended'
? '结束后全部数据只读归档,且不能恢复;如继续合作需新建客户。'
: '恢复后档案可编辑,并可以重新发起生成任务。',
okButtonProps: target === 'ended' ? { type: 'danger' } : undefined,
onOk: async () => {
try {
await setStatus.mutateAsync({ id: customer.id, input: { status: target } });
notifySuccess(
target === 'paused'
? '客户已暂停'
: target === 'ended'
? '客户已结束并归档'
: '客户已恢复为在服务',
);
void detail.refetch();
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '操作失败');
}
},
});
};
const removeBaseField = async (index: number): Promise<void> => {
try {
await update.mutateAsync({
id: customer.id,
input: {
baseFields: customer.baseFields.filter((_item, itemIndex) => itemIndex !== index),
},
});
notifySuccess('基础字段已删除');
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '删除失败');
}
};
const fieldRows = fields.data ?? customer.fields;
return (
<div className="lx-client-page">
<header className="lx-client-header">
<div>
<a
className="lx-client-back"
href={ROUTES.system.customers}
onClick={(event) => {
event.preventDefault();
void navigate(ROUTES.system.customers);
}}
>
<IconBack size={14} /> 返回客户列表
</a>
<h1>
{customer.name} <CustomerStatusTag status={customer.status} />
</h1>
<p>
{customer.shortName} · {customer.industryPath} · 负责人 {customer.ownerName}
</p>
</div>
<div className="lx-client-header__actions">
<Can permission={Permission.CUSTOMER_TRANSFER}>
<Button
onClick={() => {
setModal('transfer');
}}
disabled={customer.status === 'ended'}
>
变更负责人
</Button>
</Can>
<Can permission={Permission.CUSTOMER_MANAGE}>
{customer.status === 'active' ? (
<Button
onClick={() => {
changeStatus('paused');
}}
>
暂停服务
</Button>
) : null}
{customer.status === 'paused' ? (
<Button
type="primary"
onClick={() => {
changeStatus('active');
}}
>
恢复服务
</Button>
) : null}
{customer.status !== 'ended' ? (
<Button
type="danger"
onClick={() => {
changeStatus('ended');
}}
>
结束服务
</Button>
) : null}
</Can>
</div>
</header>
{customer.status !== 'active' ? (
<div
className={`lx-client-banner lx-client-banner--${customer.status === 'paused' ? 'paused' : 'ended'}`}
>
{customer.status === 'paused'
? '客户已暂停:档案只读,不能发起新的生成任务。恢复为「在服务」后可继续。'
: '客户已结束服务:全部数据只读归档,不能编辑或发起任务。'}
</div>
) : null}
<div className="lx-client-grid">
<aside className="lx-client-anchors">
<a href="#basic">基本信息</a>
<a href="#prefs">交付偏好</a>
<a href="#base-fields">基础字段</a>
<a href="#gen-fields">进入生成</a>
<a href="#groups">客户组</a>
<a href="#asset">资产包</a>
</aside>
<div className="lx-client-panel">
<Section title="基本信息">
<div className="lx-client-kv" id="basic">
<div className="lx-client-kv__item">
<span>客户名称</span>
<b>{customer.name}</b>
</div>
<div className="lx-client-kv__item">
<span>客户简称</span>
<b>{customer.shortName}</b>
</div>
<div className="lx-client-kv__item">
<span>所属行业</span>
<b>{customer.industryPath}</b>
</div>
<div className="lx-client-kv__item">
<span>服务状态</span>
<b>
<CustomerStatusTag status={customer.status} />
</b>
</div>
<div className="lx-client-kv__item">
<span>客户负责人</span>
<b>{customer.ownerName}</b>
</div>
<div className="lx-client-kv__item">
<span>客户侧对接人</span>
<b>
{customer.contactName ?? '—'} {customer.contactPhone ?? ''}
</b>
</div>
<div className="lx-client-kv__item">
<span>创建时间</span>
<b>{customer.createdAt.slice(0, 10)}</b>
</div>
<div className="lx-client-kv__item">
<span>最近更新</span>
<b>{customer.updatedAt.slice(0, 19).replace('T', ' ')}</b>
</div>
</div>
{customer.remark !== null ? (
<div className="lx-client-hint">{customer.remark}</div>
) : null}
</Section>
<Section title="交付偏好">
<div className="lx-client-kv" id="prefs">
<div className="lx-client-kv__item">
<span>命名习惯</span>
<b>{customer.preferences.naming || '—'}</b>
</div>
<div className="lx-client-kv__item">
<span>目录结构</span>
<b>{customer.preferences.directory || '—'}</b>
</div>
</div>
<div className="lx-client-hint">
常用规格:{customer.preferences.specs.join('、') || '—'}
</div>
<div className="lx-client-hint">
素材禁忌:{customer.preferences.taboo.join('、') || '—'}
</div>
</Section>
<Section
title="基础字段"
action={
<Can permission={Permission.CUSTOMER_MANAGE}>
<Button
size="small"
disabled={!canWrite || customer.baseFields.length >= 10}
onClick={() => {
setModal('base');
}}
>
添加基础字段
</Button>
</Can>
}
>
<div id="base-fields">
{customer.baseFields.length === 0 ? (
<div className="lx-client-hint">暂无基础字段</div>
) : null}
{customer.baseFields.map((field, index) => (
<div key={`${field.key}-${index}`} className="lx-client-memberrow">
<b>{field.key}</b>
<span>{field.value}</span>
<Can permission={Permission.CUSTOMER_MANAGE}>
<Button
size="small"
type="danger"
theme="borderless"
disabled={!canWrite}
onClick={() => void removeBaseField(index)}
>
删除
</Button>
</Can>
</div>
))}
</div>
<div className="lx-client-hint">
自由键值对,仅用于检索与报表,永不进入生成;每客户 ≤ 10 个(
{customer.baseFields.length}/10)。
</div>
</Section>
<Section
title="进入生成字段"
action={
<Can permission={Permission.CUSTOMER_FIELD_APPLY}>
<Button
size="small"
type="primary"
disabled={!canWrite || customer.genFieldCount >= 5}
onClick={() => {
setModal('field');
}}
>
申请字段
</Button>
</Can>
}
>
<div id="gen-fields">
{fieldRows.length === 0 ? (
<div className="lx-client-hint">暂无进入生成字段</div>
) : null}
{fieldRows.map((field) => (
<div key={field.id} className="lx-client-memberrow">
<b>{field.name}</b>
<span>
{field.code} · {field.type} · {field.purpose}
</span>
<FieldStatusTag field={field} />
</div>
))}
</div>
<div className="lx-client-hint">
需申请 → 审批 → 生效;每客户 ≤ 5 个({customer.genFieldCount}/5)。
</div>
</Section>
<Section
title="客户组"
action={
<Can permission={Permission.CUSTOMER_GROUP_MANAGE}>
<Button
size="small"
onClick={() => {
setModal('groups');
}}
>
管理客户组
</Button>
</Can>
}
>
<div className="lx-client-chips" id="groups">
{customer.groups.length === 0 ? (
<span className="lx-client-hint">未加入客户组</span>
) : null}
{customer.groups.map((group) => (
<span key={group.id} className="lx-client-chip">
{group.name}
</span>
))}
</div>
</Section>
<Section title="行业资产包">
<div className="lx-client-assetempty" id="asset">
<b>该行业尚未发布可用行业包</b>
行业包发布后可在此一键套用模板、场景、人物、提示词与卖点,并替换为客户 Logo 与警示语。
</div>
</Section>
</div>
<aside className="lx-client-side">
<section className="lx-client-sidecard">
<h3>服务状态</h3>
<div className="lx-client-kv__item">
<span>进入生成字段</span>
<b>{customer.genFieldCount} / 5</b>
</div>
<div className="lx-client-kv__item">
<span>基础字段</span>
<b>{customer.baseFieldCount} / 10</b>
</div>
<div className="lx-client-kv__item">
<span>客户组</span>
<b>{customer.groups.length} 个</b>
</div>
<div className="lx-client-kv__item">
<span>资产包</span>
<b>待行业包发布</b>
</div>
</section>
<section className="lx-client-sidecard">
<h3>审计提示</h3>
<div className="lx-client-hint">
客户状态、负责人、字段与客户组的变更都会写入审计,记录前后值与操作人。
</div>
</section>
</aside>
</div>
{modal === 'transfer' ? (
<TransferModal
customer={customer}
onClose={() => {
setModal(null);
}}
/>
) : null}
{modal === 'base' ? (
<BaseFieldModal
customer={customer}
onClose={() => {
setModal(null);
}}
/>
) : null}
{modal === 'field' ? (
<ApplyFieldModal
customer={customer}
onClose={() => {
setModal(null);
}}
/>
) : null}
{modal === 'groups' ? (
<GroupsModal
customer={customer}
onClose={() => {
setModal(null);
}}
/>
) : null}
</div>
);
}
@@ -0,0 +1,265 @@
/* eslint-disable max-lines-per-function -- 页面编排筛选、表格与弹窗,集中便于追踪数据流 */
import { Button, Input, Select, Steps } from '@douyinfe/semi-ui-19';
import type { CreateCustomerInput } from '@lingxi/shared';
import { notifySuccess, PageSkeleton } from '@lingxi/ui';
import type { ReactNode } from 'react';
import { useMemo, useState } from 'react';
import { useNavigate } from 'react-router';
import { useCreateCustomerMutation, useIndustriesQuery } from '@/hooks/queries/use-client';
import { useUserCandidatesQuery } from '@/hooks/queries/use-users';
import { customerDetailPath, ROUTES } from '@/routes';
const STEPS = ['选择行业', '基础信息', '交付偏好', '行业资产包'];
/** 新建客户(选定方案 B:左侧步骤导航 + 右侧表单) */
export function CustomerNewPage(): ReactNode {
const navigate = useNavigate();
const industries = useIndustriesQuery({ limit: 100 });
const users = useUserCandidatesQuery(true);
const create = useCreateCustomerMutation();
const [current, setCurrent] = useState(0);
const [industryId, setIndustryId] = useState<string | undefined>();
const [name, setName] = useState('');
const [shortName, setShortName] = useState('');
const [ownerUserId, setOwnerUserId] = useState<string | undefined>();
const [contactName, setContactName] = useState('');
const [contactPhone, setContactPhone] = useState('');
const [remark, setRemark] = useState('');
const [naming, setNaming] = useState('客户名_方向_日期_序号');
const [directory, setDirectory] = useState('客户名/年份/方向');
const [specs, setSpecs] = useState('1080×1920,1080×1080');
const [taboo, setTaboo] = useState('绝对化用语,未授权肖像');
const [error, setError] = useState<string | null>(null);
const industryOptions = useMemo(() => {
const options: { value: string; label: string; leaf: boolean }[] = [];
for (const root of industries.data?.items ?? []) {
if (root.status !== 'active') continue;
if (root.children.length === 0) {
options.push({ value: root.id, label: root.name, leaf: true });
} else {
for (const child of root.children) {
if (child.status === 'active')
options.push({ value: child.id, label: `${root.name} / ${child.name}`, leaf: true });
}
}
}
return options;
}, [industries.data]);
const next = (): void => {
setError(null);
if (current === 0 && industryId === undefined) {
setError('请选择客户归属行业');
return;
}
if (current === 1) {
if (name.trim() === '') {
setError('请输入客户名称');
return;
}
if (shortName.trim().length < 2) {
setError('客户简称必填,用于自动命名(42201)');
return;
}
if (ownerUserId === undefined) {
setError('请选择客户负责人');
return;
}
}
setCurrent((step) => Math.min(step + 1, 3));
};
const submit = async (): Promise<void> => {
if (industryId === undefined || ownerUserId === undefined) return;
const input: CreateCustomerInput = {
industryId,
name,
shortName,
ownerUserId,
contactName: contactName === '' ? undefined : contactName,
contactPhone: contactPhone === '' ? undefined : contactPhone,
remark: remark === '' ? undefined : remark,
preferences: {
naming,
directory,
specs: specs
.split(',')
.map((item) => item.trim())
.filter((item) => item !== ''),
taboo: taboo
.split(',')
.map((item) => item.trim())
.filter((item) => item !== ''),
},
};
try {
const created = await create.mutateAsync(input);
notifySuccess('客户已创建');
void navigate(customerDetailPath(created.id));
} catch (cause) {
setError(cause instanceof Error ? cause.message : '创建失败');
}
};
if (industries.isPending) return <PageSkeleton rows={6} />;
return (
<div className="lx-client-page">
<header className="lx-client-header">
<div>
<h1>新建客户</h1>
<p>分四步创建客户:选择行业 → 基础信息 → 交付偏好 → 行业资产包</p>
</div>
<div className="lx-client-header__actions">
<Button onClick={() => void navigate(ROUTES.system.customers)}>取消</Button>
</div>
</header>
<div className="lx-client-newgrid">
<aside className="lx-client-stepnav">
<Steps current={current} direction="vertical">
{STEPS.map((title) => (
<Steps.Step key={title} title={title} />
))}
</Steps>
</aside>
<section className="lx-client-formcard">
<div className="lx-client-formcard__body">
{current === 0 ? (
<div className="lx-client-formgrid">
<div className="lx-client-field is-full">
<label>
客户归属行业 <i>*</i>
</label>
<Select
style={{ width: '100%' }}
value={industryId}
placeholder="选择末级行业"
optionList={industryOptions.map((option) => ({
value: option.value,
label: option.label,
}))}
onChange={(value) => {
setIndustryId(String(value));
}}
/>
<div className="lx-client-hint">
有子行业时必须选择二级;一级行业无子行业时可直接选择。
</div>
</div>
</div>
) : null}
{current === 1 ? (
<div className="lx-client-formgrid">
<div className="lx-client-field">
<label>
客户名称 <i>*</i>
</label>
<Input value={name} onChange={setName} placeholder="如:花间集" />
</div>
<div className="lx-client-field">
<label>
客户简称 <i>*</i>
</label>
<Input value={shortName} onChange={setShortName} placeholder="如:HJ" />
</div>
<div className="lx-client-field">
<label>
客户负责人 <i>*</i>
</label>
<Select
style={{ width: '100%' }}
value={ownerUserId}
optionList={(users.data?.items ?? []).map((user) => ({
value: user.id,
label: `${user.name}(${user.departmentName})`,
}))}
onChange={(value) => {
setOwnerUserId(String(value));
}}
filter
/>
</div>
<div className="lx-client-field">
<label>客户侧对接人</label>
<Input value={contactName} onChange={setContactName} placeholder="如:林晓" />
</div>
<div className="lx-client-field">
<label>对接人电话</label>
<Input
value={contactPhone}
onChange={setContactPhone}
placeholder="如:138****2210"
/>
</div>
<div className="lx-client-field is-full">
<label>备注</label>
<Input
value={remark}
onChange={setRemark}
placeholder="客户偏好、合作背景等(可选)"
/>
</div>
</div>
) : null}
{current === 2 ? (
<div className="lx-client-formgrid">
<div className="lx-client-field">
<label>命名习惯</label>
<Input value={naming} onChange={setNaming} />
</div>
<div className="lx-client-field">
<label>目录结构</label>
<Input value={directory} onChange={setDirectory} />
</div>
<div className="lx-client-field is-full">
<label>常用规格(逗号分隔)</label>
<Input value={specs} onChange={setSpecs} />
</div>
<div className="lx-client-field is-full">
<label>素材禁忌(逗号分隔)</label>
<Input value={taboo} onChange={setTaboo} />
</div>
</div>
) : null}
{current === 3 ? (
<div className="lx-client-assetempty">
<b>该行业尚未发布可用行业包</b>
行业包发布后可在此一键套用模板、场景、人物、提示词与卖点,并自动替换为客户 Logo
与警示语。当前可以先完成客户创建,行业包发布后回客户详情套用。
</div>
) : null}
{error !== null ? (
<div className="lx-client-hint" style={{ color: 'var(--lx-color-danger)' }}>
{error}
</div>
) : null}
</div>
<div className="lx-client-formcard__foot">
<span className="lx-client-hint">步骤 {current + 1} / 4 · 可回退修改</span>
<span className="spacer" />
{current > 0 ? (
<Button
onClick={() => {
setCurrent((step) => step - 1);
}}
>
上一步
</Button>
) : null}
{current < 3 ? (
<Button type="primary" onClick={next}>
下一步
</Button>
) : (
<Button type="primary" loading={create.isPending} onClick={() => void submit()}>
创建客户
</Button>
)}
</div>
</section>
</div>
</div>
);
}
@@ -0,0 +1,12 @@
import type { CustomerStatus } from '@lingxi/shared';
import type { ReactNode } from 'react';
const LABELS: Record<CustomerStatus, string> = {
active: '在服务',
paused: '暂停',
ended: '结束',
};
export function CustomerStatusTag({ status }: { status: CustomerStatus }): ReactNode {
return <span className={`lx-client-tag lx-client-tag--${status}`}>{LABELS[status]}</span>;
}
@@ -0,0 +1,249 @@
/* eslint-disable max-lines-per-function, complexity -- 页面编排筛选、表格与弹窗,集中便于追踪数据流 */
import { Button, Input, Select } from '@douyinfe/semi-ui-19';
import { type CustomerSummary, Permission } from '@lingxi/shared';
import { PageSkeleton } from '@lingxi/ui';
import { IconAdd, IconSearch } from '@lingxi/ui/icons';
import type { ReactNode } from 'react';
import { useMemo, useState } from 'react';
import { useNavigate } from 'react-router';
import { Can } from '@/components/Can';
import {
useCustomerGroupsQuery,
useCustomersQuery,
useIndustriesQuery,
} from '@/hooks/queries/use-client';
import { useUserCandidatesQuery } from '@/hooks/queries/use-users';
import { customerDetailPath, customerNewPath, ROUTES } from '@/routes';
import { CustomerStatusTag } from './CustomerStatusTag';
const STATUS_OPTIONS = [
{ value: 'all', label: '全部状态' },
{ value: 'active', label: '在服务' },
{ value: 'paused', label: '暂停' },
{ value: 'ended', label: '结束' },
];
/** 客户管理(选定方案 A:全宽表格 + 独立详情页) */
export function CustomersPage(): ReactNode {
const navigate = useNavigate();
const [keyword, setKeyword] = useState('');
const [industryId, setIndustryId] = useState<string | undefined>();
const [status, setStatus] = useState<'all' | 'active' | 'paused' | 'ended'>('all');
const [ownerUserId, setOwnerUserId] = useState<string | undefined>();
const [groupId, setGroupId] = useState<string | undefined>();
const industries = useIndustriesQuery({ limit: 100 });
const groups = useCustomerGroupsQuery();
const users = useUserCandidatesQuery(true);
const customers = useCustomersQuery({
limit: 100,
...(keyword.trim() === '' ? {} : { keyword: keyword.trim() }),
...(industryId === undefined ? {} : { industry_id: industryId }),
...(status === 'all' ? {} : { status }),
...(ownerUserId === undefined ? {} : { owner_user_id: ownerUserId }),
...(groupId === undefined ? {} : { group_id: groupId }),
});
const industryOptions = useMemo(() => {
const options: { value: string; label: string }[] = [];
for (const root of industries.data?.items ?? []) {
options.push({ value: root.id, label: root.name });
for (const child of root.children) {
options.push({ value: child.id, label: `${root.name} / ${child.name}` });
}
}
return options;
}, [industries.data]);
const rows = customers.data?.items ?? [];
const openDetail = (customer: CustomerSummary): void => {
void navigate(customerDetailPath(customer.id));
};
if (customers.isPending) return <PageSkeleton rows={8} />;
return (
<div className="lx-client-page">
<header className="lx-client-header">
<div>
<h1>客户管理</h1>
<p>客户是资产与生产任务的隔离单元;暂停后只读,结束服务后全部数据只读归档</p>
</div>
<div className="lx-client-header__actions">
<Can permission={Permission.CUSTOMER_MANAGE}>
<Button
type="primary"
icon={<IconAdd size={16} />}
onClick={() => void navigate(customerNewPath())}
>
新建客户
</Button>
</Can>
</div>
</header>
<section className="lx-client-filters" aria-label="筛选客户">
<Input
style={{ width: 220 }}
value={keyword}
prefix={<IconSearch size={16} />}
placeholder="搜索客户名称或简称"
showClear
onChange={setKeyword}
aria-label="搜索客户"
/>
<Select
style={{ width: 180 }}
value={industryId}
placeholder="全部行业"
optionList={[{ value: '', label: '全部行业' }, ...industryOptions]}
onChange={(value) => {
setIndustryId(typeof value === 'string' && value !== '' ? value : undefined);
}}
showClear
/>
<Select
style={{ width: 140 }}
value={status}
optionList={STATUS_OPTIONS}
onChange={(value) => {
setStatus(value as typeof status);
}}
/>
<Select
style={{ width: 160 }}
value={ownerUserId}
placeholder="全部负责人"
optionList={[
{ value: '', label: '全部负责人' },
...(users.data?.items ?? []).map((user) => ({ value: user.id, label: user.name })),
]}
onChange={(value) => {
setOwnerUserId(typeof value === 'string' && value !== '' ? value : undefined);
}}
showClear
/>
<Select
style={{ width: 160 }}
value={groupId}
placeholder="全部客户组"
optionList={[
{ value: '', label: '全部客户组' },
...(groups.data?.items ?? []).map((group) => ({ value: group.id, label: group.name })),
]}
onChange={(value) => {
setGroupId(typeof value === 'string' && value !== '' ? value : undefined);
}}
showClear
/>
<Button
onClick={() => {
setKeyword('');
setIndustryId(undefined);
setStatus('all');
setOwnerUserId(undefined);
setGroupId(undefined);
}}
>
重置
</Button>
<span style={{ marginLeft: 'auto', fontSize: 12, color: 'var(--lx-color-text-secondary)' }}>
共 {rows.length} 个客户
</span>
</section>
<section className="lx-client-table-card">
{customers.error ? (
<div className="lx-client-empty">
<b>客户加载失败</b>
<span>{customers.error.message}</span>
<Button onClick={() => void customers.refetch()}>重试</Button>
</div>
) : rows.length === 0 ? (
<div className="lx-client-empty">
<b>暂无客户</b>
<span>按当前筛选条件没有客户,试试重置筛选</span>
</div>
) : (
<table className="lx-client-table">
<thead>
<tr>
<th>客户</th>
<th>所属行业</th>
<th>状态</th>
<th>负责人</th>
<th>客户组</th>
<th>进入生成</th>
<th>基础字段</th>
<th>更新时间</th>
<th>操作</th>
</tr>
</thead>
<tbody>
{rows.map((customer) => (
<tr
key={customer.id}
onClick={() => {
openDetail(customer);
}}
>
<td>
<b>{customer.name}</b>
<span className="lx-client-sub">{customer.shortName}</span>
</td>
<td>{customer.industryPath}</td>
<td>
<CustomerStatusTag status={customer.status} />
</td>
<td>{customer.ownerName}</td>
<td>{customer.groups.map((group) => group.name).join('、') || '—'}</td>
<td>
<span
className={`lx-client-count${customer.genFieldCount >= 5 ? ' is-full' : ''}`}
>
{customer.genFieldCount}/5
</span>
</td>
<td>
<span className="lx-client-count">{customer.baseFieldCount}/10</span>
</td>
<td className="lx-client-muted">
{customer.updatedAt.slice(0, 19).replace('T', ' ')}
</td>
<td>
<Button
theme="borderless"
type="primary"
size="small"
onClick={(event) => {
event.stopPropagation();
openDetail(customer);
}}
>
查看
</Button>
</td>
</tr>
))}
</tbody>
</table>
)}
{customers.error ? null : (
<div className="lx-client-tablefoot">
<span>客户名称在同一末级行业下唯一;客户不可跨行业移动</span>
<Button
size="small"
theme="borderless"
onClick={() => void navigate(ROUTES.system.customerGroups)}
>
管理客户组
</Button>
</div>
)}
</section>
</div>
);
}
@@ -0,0 +1,423 @@
/* eslint-disable max-lines-per-function -- 页面编排筛选、表格与弹窗,集中便于追踪数据流 */
import { Button, Input, Modal } from '@douyinfe/semi-ui-19';
import { type IndustryDetail, type IndustryTreeItem, Permission } from '@lingxi/shared';
import { notifyError, notifySuccess, PageSkeleton } from '@lingxi/ui';
import type { ReactNode } from 'react';
import { useMemo, useState } from 'react';
import { Can } from '@/components/Can';
import {
useCreateIndustryMutation,
useDeleteIndustryMutation,
useIndustriesQuery,
useIndustryDetailQuery,
useSetIndustryStatusMutation,
useUpdateIndustryMutation,
} from '@/hooks/queries/use-client';
import { usePermission } from '@/hooks/use-permission';
type ModalState =
| { kind: 'root' }
| { kind: 'child'; parentId: string }
| { kind: 'edit'; industry: IndustryDetail }
| null;
function statusTag(status: string): ReactNode {
return (
<span className={`lx-client-tag lx-client-tag--${status === 'active' ? 'active' : 'disabled'}`}>
{status === 'active' ? '启用' : '停用'}
</span>
);
}
function IndustryFormModal({
state,
parentName,
onClose,
}: {
state: Exclude<ModalState, null>;
parentName?: string;
onClose: () => void;
}): ReactNode {
const create = useCreateIndustryMutation();
const update = useUpdateIndustryMutation();
const isEdit = state.kind === 'edit';
const [name, setName] = useState(isEdit ? state.industry.name : '');
const [sortOrder, setSortOrder] = useState(isEdit ? String(state.industry.sortOrder) : '10');
const [remark, setRemark] = useState(isEdit ? state.industry.remark : '');
const [error, setError] = useState<string | null>(null);
const submit = async (): Promise<void> => {
if (name.trim().length < 2) {
setError('行业名称至少 2 个字符');
return;
}
try {
if (isEdit) {
await update.mutateAsync({
id: state.industry.id,
input: { name, sortOrder: Number(sortOrder), remark },
});
notifySuccess('行业已保存');
} else {
await create.mutateAsync({
name,
sortOrder: Number(sortOrder),
remark,
...(state.kind === 'child' ? { parentId: state.parentId } : {}),
});
notifySuccess('行业已创建');
}
onClose();
} catch (cause) {
setError(cause instanceof Error ? cause.message : '保存失败');
}
};
return (
<Modal
visible
title={isEdit ? '编辑行业' : state.kind === 'child' ? '添加二级行业' : '新建一级行业'}
onCancel={onClose}
onOk={() => void submit()}
okText="保存"
cancelText="取消"
confirmLoading={create.isPending || update.isPending}
>
<div className="lx-client-formgrid">
<div className="lx-client-field is-full">
<label>
行业名称 <i>*</i>
</label>
<Input value={name} onChange={setName} placeholder="如:电商、服饰鞋包" />
{error !== null ? (
<span style={{ color: 'var(--lx-color-danger)', fontSize: 12 }}>{error}</span>
) : null}
</div>
{state.kind === 'child' ? (
<div className="lx-client-field is-full">
<label>上级行业</label>
<Input value={parentName ?? ''} disabled />
</div>
) : null}
<div className="lx-client-field">
<label>排序</label>
<Input value={sortOrder} onChange={setSortOrder} />
</div>
<div className="lx-client-field is-full">
<label>备注</label>
<Input value={remark} onChange={setRemark} placeholder="行业说明(可选)" />
</div>
</div>
</Modal>
);
}
function IndustryTree({
items,
activeId,
onSelect,
}: {
items: readonly IndustryTreeItem[];
activeId: string | null;
onSelect: (id: string) => void;
}): ReactNode {
return (
<div className="lx-client-tree">
{items.map((root) => (
<div key={root.id}>
<button
type="button"
className={`lx-client-tree__row${root.id === activeId ? ' is-active' : ''}`}
onClick={() => {
onSelect(root.id);
}}
>
<span className="lx-client-tree__name">{root.name}</span>
<span className="lx-client-tree__count">{root.children.length}</span>
</button>
{root.children.map((child) => (
<button
key={child.id}
type="button"
className={`lx-client-tree__row is-child${child.id === activeId ? ' is-active' : ''}`}
onClick={() => {
onSelect(child.id);
}}
>
<span className="lx-client-tree__name">{child.name}</span>
<span className="lx-client-tree__count">{child.customerCount}</span>
</button>
))}
</div>
))}
</div>
);
}
function IndustryDetailPanel({
detail,
canManage,
onAddChild,
onEdit,
onRefresh,
}: {
detail: IndustryDetail;
canManage: boolean;
onAddChild: () => void;
onEdit: () => void;
onRefresh: () => void;
}): ReactNode {
const setStatus = useSetIndustryStatusMutation();
const remove = useDeleteIndustryMutation();
const toggle = (): void => {
Modal.confirm({
title: detail.status === 'active' ? '停用行业' : '启用行业',
content:
detail.status === 'active'
? '停用后新建客户不可选择该行业;已有客户数据不受影响。'
: '启用后新建客户可以选择该行业。',
onOk: async () => {
try {
await setStatus.mutateAsync({
id: detail.id,
input: { status: detail.status === 'active' ? 'disabled' : 'active' },
});
notifySuccess(detail.status === 'active' ? '行业已停用' : '行业已启用');
onRefresh();
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '操作失败');
}
},
});
};
const removeIndustry = (): void => {
Modal.confirm({
title: '删除行业',
content: '仅无子行业、无客户、无资产时可删除;否则只能停用。',
okButtonProps: { type: 'danger' },
onOk: async () => {
try {
await remove.mutateAsync(detail.id);
notifySuccess('行业已删除');
onRefresh();
} catch (cause) {
notifyError(cause instanceof Error ? cause.message : '删除失败');
}
},
});
};
return (
<>
<div className="lx-client-right__head">
<div>
<h2>
{detail.name} {statusTag(detail.status)}
</h2>
<p>
{detail.level === 1 ? '一级行业' : '二级行业'}
{detail.parentName !== null ? ` · 上级 ${detail.parentName}` : ''} · 排序{' '}
{detail.sortOrder}
</p>
</div>
<div className="lx-client-header__actions">
{canManage ? (
<>
{detail.level === 1 ? <Button onClick={onAddChild}>添加二级</Button> : null}
<Button onClick={onEdit}>编辑</Button>
<Button onClick={toggle}>{detail.status === 'active' ? '停用' : '启用'}</Button>
<Button type="danger" onClick={removeIndustry}>
删除
</Button>
</>
) : null}
</div>
</div>
<div className="lx-client-right__body">
<section className="lx-client-section">
<div className="lx-client-section__head">
<b>基本信息</b>
</div>
<div className="lx-client-kv">
<div className="lx-client-kv__item">
<span>行业名称</span>
<b>{detail.name}</b>
</div>
<div className="lx-client-kv__item">
<span>层级</span>
<b>{detail.level === 1 ? '一级行业' : '二级行业'}</b>
</div>
<div className="lx-client-kv__item">
<span>上级行业</span>
<b>{detail.parentName ?? '—'}</b>
</div>
<div className="lx-client-kv__item">
<span>状态</span>
<b>{statusTag(detail.status)}</b>
</div>
<div className="lx-client-kv__item">
<span>客户数</span>
<b>{detail.customerCount}</b>
</div>
<div className="lx-client-kv__item">
<span>子行业数</span>
<b>{detail.references.childCount}</b>
</div>
<div className="lx-client-kv__item">
<span>资产数</span>
<b>{detail.assetCount}</b>
</div>
<div className="lx-client-kv__item">
<span>更新时间</span>
<b>{detail.updatedAt.slice(0, 19).replace('T', ' ')}</b>
</div>
</div>
{detail.remark !== '' ? <div className="lx-client-hint">{detail.remark}</div> : null}
</section>
<section className="lx-client-section">
<div className="lx-client-section__head">
<b>引用客户</b>
<span style={{ fontSize: 12, color: 'var(--lx-color-text-secondary)' }}>
{detail.references.customerCount} 个
</span>
</div>
{detail.references.customers.length === 0 ? (
<div className="lx-client-hint">暂无客户</div>
) : (
<div className="lx-client-chips">
{detail.references.customers.map((customer) => (
<span key={customer.id} className="lx-client-chip">
{customer.name}
</span>
))}
</div>
)}
<div className="lx-client-hint">
删除前需先处理子行业、客户与资产;有启用中的二级行业时禁止停用。
</div>
</section>
</div>
</>
);
}
/** 行业管理(选定方案 B:左两级树 + 右详情面板) */
export function IndustriesPage(): ReactNode {
const canManage = usePermission(Permission.CUSTOMER_MANAGE);
const list = useIndustriesQuery({ limit: 100 });
const [selectedId, setSelectedId] = useState<string | null>(null);
const activeId = selectedId ?? list.data?.items[0]?.id ?? null;
const detail = useIndustryDetailQuery(activeId);
const [modal, setModal] = useState<ModalState>(null);
const items = useMemo(() => list.data?.items ?? [], [list.data]);
const refresh = (): void => {
void list.refetch();
void detail.refetch();
};
if (list.isPending) return <PageSkeleton rows={8} />;
if (list.error) {
return (
<div className="lx-client-page">
<div className="lx-client-empty">
<b>行业加载失败</b>
<span>{list.error.message}</span>
<Button onClick={() => void list.refetch()}>重试</Button>
</div>
</div>
);
}
return (
<div className="lx-client-page">
<header className="lx-client-header">
<div>
<h1>行业管理</h1>
<p>维护两级行业树;客户挂末级行业,删除前需先处理子行业、客户与资产</p>
</div>
<div className="lx-client-header__actions">
<Can permission={Permission.CUSTOMER_MANAGE}>
<Button
type="primary"
onClick={() => {
setModal({ kind: 'root' });
}}
>
新建一级行业
</Button>
</Can>
</div>
</header>
<div className="lx-client-split">
<section className="lx-client-left">
<div className="lx-client-left__head">
<b>行业树</b>
<span>
两级 · 共 {items.length + items.reduce((sum, item) => sum + item.children.length, 0)}{' '}
个
</span>
</div>
<div className="lx-client-left__body">
{items.length === 0 ? (
<div className="lx-client-empty">
<b>暂无行业</b>
<span>先创建一级行业,再添加二级行业</span>
</div>
) : (
<IndustryTree items={items} activeId={activeId} onSelect={setSelectedId} />
)}
</div>
<div className="lx-client-left__foot">
一级 {items.length} · 二级 {items.reduce((sum, item) => sum + item.children.length, 0)}
</div>
</section>
<section className="lx-client-right">
{detail.isPending || activeId === null ? (
<div className="lx-client-empty">
<b>选择行业</b>
<span>从左侧选择一级或二级行业查看详情</span>
</div>
) : detail.error ? (
<div className="lx-client-empty">
<b>行业详情加载失败</b>
<span>{detail.error.message}</span>
<Button onClick={() => void detail.refetch()}>重试</Button>
</div>
) : (
<IndustryDetailPanel
detail={detail.data}
canManage={canManage}
onAddChild={() => {
setModal({ kind: 'child', parentId: detail.data.id });
}}
onEdit={() => {
setModal({ kind: 'edit', industry: detail.data });
}}
onRefresh={refresh}
/>
)}
</section>
</div>
{modal !== null ? (
<IndustryFormModal
state={modal}
parentName={
modal.kind === 'child'
? items.find((item) => item.id === modal.parentId)?.name
: undefined
}
onClose={() => {
setModal(null);
}}
/>
) : null}
</div>
);
}
/** 供路由复用的空态 */
export function IndustriesEmpty(): ReactNode {
return <div className="lx-client-empty">暂无行业</div>;
}
+78
View File
@@ -44,6 +44,36 @@ const RoleNewPage = lazy(async () => {
return { default: module.RoleNewPage }; return { default: module.RoleNewPage };
}); });
const IndustriesPage = lazy(async () => {
const module = await import('@/pages/system/industries/IndustriesPage');
return { default: module.IndustriesPage };
});
const CustomersPage = lazy(async () => {
const module = await import('@/pages/system/customers/CustomersPage');
return { default: module.CustomersPage };
});
const CustomerNewPage = lazy(async () => {
const module = await import('@/pages/system/customers/CustomerNewPage');
return { default: module.CustomerNewPage };
});
const CustomerDetailPage = lazy(async () => {
const module = await import('@/pages/system/customers/CustomerDetailPage');
return { default: module.CustomerDetailPage };
});
const CustomerGroupsPage = lazy(async () => {
const module = await import('@/pages/system/customer-groups/CustomerGroupsPage');
return { default: module.CustomerGroupsPage };
});
const CustomerFieldsPage = lazy(async () => {
const module = await import('@/pages/system/customer-fields/CustomerFieldsPage');
return { default: module.CustomerFieldsPage };
});
function withSkeleton(node: ReactNode): ReactNode { function withSkeleton(node: ReactNode): ReactNode {
return <Suspense fallback={<PageSkeleton rows={8} />}>{node}</Suspense>; return <Suspense fallback={<PageSkeleton rows={8} />}>{node}</Suspense>;
} }
@@ -134,6 +164,54 @@ export const router = createBrowserRouter([
</RequirePermission> </RequirePermission>
), ),
}, },
{
path: 'system/industries',
element: (
<RequirePermission permission={Permission.CUSTOMER_READ}>
{withSkeleton(<IndustriesPage />)}
</RequirePermission>
),
},
{
path: 'system/customers',
element: (
<RequirePermission permission={Permission.CUSTOMER_READ}>
{withSkeleton(<CustomersPage />)}
</RequirePermission>
),
},
{
path: 'system/customers/new',
element: (
<RequirePermission permission={Permission.CUSTOMER_MANAGE}>
{withSkeleton(<CustomerNewPage />)}
</RequirePermission>
),
},
{
path: 'system/customers/:id',
element: (
<RequirePermission permission={Permission.CUSTOMER_READ}>
{withSkeleton(<CustomerDetailPage />)}
</RequirePermission>
),
},
{
path: 'system/customer-groups',
element: (
<RequirePermission permission={Permission.CUSTOMER_GROUP_MANAGE}>
{withSkeleton(<CustomerGroupsPage />)}
</RequirePermission>
),
},
{
path: 'system/customer-fields/approvals',
element: (
<RequirePermission permission={Permission.CUSTOMER_FIELD_APPROVE}>
{withSkeleton(<CustomerFieldsPage />)}
</RequirePermission>
),
},
{ {
path: ':moduleKey/:itemKey?', path: ':moduleKey/:itemKey?',
lazy: async () => ({ lazy: async () => ({
+22
View File
@@ -16,6 +16,12 @@ export const ROUTES = {
roles: '/system/roles', roles: '/system/roles',
roleNew: '/system/roles/new', roleNew: '/system/roles/new',
roleDetail: '/system/roles/:id', roleDetail: '/system/roles/:id',
industries: '/system/industries',
customers: '/system/customers',
customerNew: '/system/customers/new',
customerDetail: '/system/customers/:id',
customerGroups: '/system/customer-groups',
customerFields: '/system/customer-fields/approvals',
}, },
unauthorized: '/401', unauthorized: '/401',
forbidden: '/403', forbidden: '/403',
@@ -34,6 +40,12 @@ export type RoutePath =
| typeof ROUTES.system.roles | typeof ROUTES.system.roles
| typeof ROUTES.system.roleNew | typeof ROUTES.system.roleNew
| typeof ROUTES.system.roleDetail | typeof ROUTES.system.roleDetail
| typeof ROUTES.system.industries
| typeof ROUTES.system.customers
| typeof ROUTES.system.customerNew
| typeof ROUTES.system.customerDetail
| typeof ROUTES.system.customerGroups
| typeof ROUTES.system.customerFields
| typeof ROUTES.unauthorized | typeof ROUTES.unauthorized
| typeof ROUTES.forbidden | typeof ROUTES.forbidden
| typeof ROUTES.notFound | typeof ROUTES.notFound
@@ -49,6 +61,16 @@ export function roleDetailPath(roleId: string): string {
return `${ROUTES.system.roles}/${encodeURIComponent(roleId)}`; return `${ROUTES.system.roles}/${encodeURIComponent(roleId)}`;
} }
/** 客户详情深链:`/system/customers/{id}` */
export function customerDetailPath(customerId: string): string {
return `${ROUTES.system.customers}/${encodeURIComponent(customerId)}`;
}
/** 新建客户(四步向导) */
export function customerNewPath(): string {
return ROUTES.system.customerNew;
}
/** 新建角色深链;带来源角色时作为复制模板预填(特殊权限不随复制带入) */ /** 新建角色深链;带来源角色时作为复制模板预填(特殊权限不随复制带入) */
export function roleNewPath(sourceRoleId?: string): string { export function roleNewPath(sourceRoleId?: string): string {
return sourceRoleId === undefined return sourceRoleId === undefined
+526
View File
@@ -0,0 +1,526 @@
/* A3 客户与行业页面(混搭布局:客户域 A / 行业与客户组 B / 字段审批 A) */
.lx-client-page {
display: flex;
flex-direction: column;
gap: 16px;
min-height: 0;
flex: 1;
}
.lx-client-header {
display: flex;
align-items: flex-start;
gap: 16px;
}
.lx-client-header h1 {
margin: 0;
font-size: 20px;
line-height: 28px;
font-weight: 600;
}
.lx-client-header p {
margin: 2px 0 0;
font-size: 12px;
line-height: 18px;
color: var(--lx-text-2, #8f959e);
}
.lx-client-header__actions {
margin-left: auto;
display: flex;
gap: 8px;
flex: none;
}
.lx-client-filters {
display: flex;
align-items: center;
gap: 10px;
flex-wrap: wrap;
}
.lx-client-split {
display: flex;
gap: 16px;
flex: 1;
min-height: 0;
}
.lx-client-left {
width: 380px;
flex: none;
background: #fff;
border: 1px solid var(--lx-border, #e5e8ef);
border-radius: 10px;
display: flex;
flex-direction: column;
overflow: hidden;
}
.lx-client-left__head {
height: 48px;
flex: none;
display: flex;
align-items: center;
gap: 8px;
padding: 0 14px;
border-bottom: 1px solid #eef1f6;
}
.lx-client-left__head b {
font-size: 13px;
}
.lx-client-left__head span {
margin-left: auto;
font-size: 12px;
color: #646a73;
}
.lx-client-left__body {
flex: 1;
min-height: 0;
overflow: auto;
padding: 8px;
}
.lx-client-left__foot {
height: 40px;
flex: none;
display: flex;
align-items: center;
padding: 0 14px;
border-top: 1px solid #eef1f6;
font-size: 12px;
color: #646a73;
}
.lx-client-right {
flex: 1;
min-width: 0;
background: #fff;
border: 1px solid var(--lx-border, #e5e8ef);
border-radius: 10px;
display: flex;
flex-direction: column;
overflow: hidden;
}
.lx-client-right__head {
flex: none;
padding: 16px 18px;
border-bottom: 1px solid #eef1f6;
display: flex;
align-items: flex-start;
gap: 12px;
}
.lx-client-right__head h2 {
margin: 0;
font-size: 16px;
line-height: 24px;
}
.lx-client-right__head p {
margin: 2px 0 0;
font-size: 12px;
color: #646a73;
}
.lx-client-right__head .lx-client-header__actions {
margin-left: auto;
}
.lx-client-right__body {
flex: 1;
min-height: 0;
overflow: auto;
padding: 16px 18px 20px;
}
.lx-client-tree {
display: flex;
flex-direction: column;
gap: 2px;
}
.lx-client-tree__row {
display: flex;
align-items: center;
gap: 6px;
height: 34px;
padding: 0 8px;
border-radius: 6px;
background: transparent;
color: #646a73;
font-size: 13px;
text-align: left;
}
.lx-client-tree__row:hover {
background: #f2f4f7;
color: #1f2329;
}
.lx-client-tree__row.is-active {
background: #e8f1ff;
color: #1677ff;
}
.lx-client-tree__row.is-child {
padding-left: 30px;
height: 30px;
}
.lx-client-tree__name {
flex: 1;
min-width: 0;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
.lx-client-tree__count {
font-size: 11px;
color: #8f959e;
}
.lx-client-tree__row.is-active .lx-client-tree__count {
color: #1677ff;
}
.lx-client-table-card {
background: #fff;
border: 1px solid #e5e8ef;
border-radius: 10px;
overflow: hidden;
}
.lx-client-empty {
display: flex;
flex-direction: column;
align-items: center;
justify-content: center;
gap: 8px;
padding: 48px 24px;
color: #646a73;
font-size: 12px;
}
.lx-client-empty b {
font-size: 13px;
color: #1f2329;
}
.lx-client-grid {
display: grid;
grid-template-columns: 200px minmax(0, 1fr) 280px;
gap: 16px;
align-items: start;
}
.lx-client-anchors {
background: #fff;
border: 1px solid #e5e8ef;
border-radius: 10px;
padding: 8px;
display: flex;
flex-direction: column;
gap: 2px;
position: sticky;
top: 0;
}
.lx-client-anchors a {
display: flex;
align-items: center;
height: 32px;
padding: 0 10px;
border-radius: 6px;
font-size: 13px;
color: #646a73;
}
.lx-client-anchors a:hover {
background: #f2f4f7;
color: #1f2329;
}
.lx-client-panel {
background: #fff;
border: 1px solid #e5e8ef;
border-radius: 10px;
padding: 18px 20px;
min-width: 0;
}
.lx-client-side {
display: flex;
flex-direction: column;
gap: 14px;
}
.lx-client-sidecard {
background: #fff;
border: 1px solid #e5e8ef;
border-radius: 10px;
padding: 14px 16px;
}
.lx-client-sidecard h3 {
margin: 0 0 8px;
font-size: 13px;
font-weight: 600;
}
.lx-client-kv {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: 14px 28px;
}
.lx-client-kv__item span {
display: block;
font-size: 12px;
color: #646a73;
}
.lx-client-kv__item b {
display: block;
margin-top: 2px;
font-size: 13px;
font-weight: 500;
}
.lx-client-section {
padding-bottom: 16px;
margin-bottom: 16px;
border-bottom: 1px solid #eef1f6;
}
.lx-client-section:last-child {
border-bottom: 0;
margin-bottom: 0;
padding-bottom: 0;
}
.lx-client-section__head {
display: flex;
align-items: center;
justify-content: space-between;
gap: 10px;
margin-bottom: 10px;
}
.lx-client-section__head b {
font-size: 14px;
}
.lx-client-hint {
margin-top: 8px;
font-size: 12px;
line-height: 18px;
color: #646a73;
}
.lx-client-tag {
display: inline-flex;
align-items: center;
height: 22px;
padding: 0 7px;
border-radius: 4px;
font-size: 11px;
}
.lx-client-tag--active {
background: #e8ffea;
color: #008a24;
}
.lx-client-tag--paused {
background: #fff4e8;
color: #d25f00;
}
.lx-client-tag--ended {
background: #f2f4f7;
color: #646a73;
}
.lx-client-tag--disabled {
background: #f2f4f7;
color: #646a73;
}
.lx-client-banner {
display: flex;
align-items: center;
gap: 8px;
padding: 10px 12px;
border-radius: 6px;
font-size: 12px;
}
.lx-client-banner--paused {
background: #fff4e8;
color: #d25f00;
}
.lx-client-banner--ended {
background: #f2f4f7;
color: #646a73;
}
.lx-client-chips {
display: flex;
flex-wrap: wrap;
gap: 6px;
}
.lx-client-chip {
height: 28px;
padding: 0 9px;
border-radius: 6px;
background: #fafbfc;
border: 1px solid #eef1f6;
font-size: 12px;
display: inline-flex;
align-items: center;
gap: 5px;
}
.lx-client-newgrid {
display: grid;
grid-template-columns: 260px minmax(0, 1fr);
gap: 16px;
flex: 1;
min-height: 0;
}
.lx-client-stepnav {
background: #fff;
border: 1px solid #e5e8ef;
border-radius: 10px;
padding: 16px;
}
.lx-client-formcard {
background: #fff;
border: 1px solid #e5e8ef;
border-radius: 10px;
display: flex;
flex-direction: column;
overflow: hidden;
}
.lx-client-formcard__body {
padding: 20px 22px;
flex: 1;
overflow: auto;
}
.lx-client-formcard__foot {
height: 60px;
flex: none;
display: flex;
align-items: center;
gap: 8px;
padding: 0 20px;
border-top: 1px solid #eef1f6;
}
.lx-client-formcard__foot .spacer {
flex: 1;
}
.lx-client-formgrid {
display: grid;
grid-template-columns: repeat(2, minmax(0, 1fr));
gap: 16px 20px;
}
.lx-client-formgrid .is-full {
grid-column: 1 / -1;
}
.lx-client-field {
display: flex;
flex-direction: column;
gap: 6px;
}
.lx-client-field > label {
font-size: 12px;
color: #646a73;
}
.lx-client-field > label i {
color: #f53f3f;
font-style: normal;
}
.lx-client-memberlist {
display: flex;
flex-direction: column;
gap: 4px;
margin-top: 12px;
}
.lx-client-memberrow {
display: flex;
align-items: center;
gap: 10px;
padding: 8px 10px;
border: 1px solid #eef1f6;
border-radius: 6px;
}
.lx-client-memberrow b {
font-size: 13px;
font-weight: 500;
}
.lx-client-memberrow span {
margin-left: auto;
font-size: 12px;
color: #646a73;
}
.lx-client-assetempty {
border: 1px dashed #d0d5dd;
border-radius: 6px;
background: #fafbfc;
padding: 20px;
font-size: 12px;
line-height: 20px;
color: #646a73;
}
.lx-client-assetempty b {
display: block;
font-size: 13px;
color: #1f2329;
margin-bottom: 4px;
}
@media (max-width: 1280px) {
.lx-client-grid {
grid-template-columns: 180px minmax(0, 1fr);
}
.lx-client-grid .lx-client-side {
display: none;
}
.lx-client-left {
width: 330px;
}
}
.lx-client-table {
width: 100%;
border-collapse: collapse;
font-size: 13px;
table-layout: fixed;
}
.lx-client-table th {
height: 40px;
padding: 0 14px;
text-align: left;
background: #fafbfc;
border-bottom: 1px solid #eef1f6;
color: #646a73;
font-size: 12px;
font-weight: 500;
white-space: nowrap;
}
.lx-client-table td {
padding: 12px 14px;
border-bottom: 1px solid #eef1f6;
color: #646a73;
vertical-align: middle;
line-height: 20px;
}
.lx-client-table tbody tr {
cursor: pointer;
}
.lx-client-table tbody tr:hover {
background: #f8fbff;
}
.lx-client-table td b {
font-weight: 500;
color: #1f2329;
}
.lx-client-sub {
display: block;
font-size: 11px;
color: #646a73;
}
.lx-client-muted {
color: #646a73;
font-size: 12px;
}
.lx-client-count {
display: inline-flex;
align-items: center;
height: 22px;
padding: 0 7px;
border-radius: 4px;
background: #f2f4f7;
color: #646a73;
font-size: 12px;
font-variant-numeric: tabular-nums;
}
.lx-client-count.is-full {
background: #fff4e8;
color: #d25f00;
}
.lx-client-tablefoot {
display: flex;
align-items: center;
gap: 8px;
padding: 10px 14px;
font-size: 12px;
color: #646a73;
border-top: 1px solid #eef1f6;
}
.lx-client-tablefoot .semi-button {
margin-left: auto;
}
.lx-client-back {
display: inline-flex;
align-items: center;
gap: 4px;
font-size: 12px;
color: #646a73;
margin-bottom: 4px;
}
.lx-client-back:hover {
color: #1677ff;
}
@@ -652,13 +652,13 @@ flowchart LR
#### 5.4.2 客户管理 #### 5.4.2 客户管理
**行业与客户是资产划分的两级目录**:行业 = 客户的业务属性(电商 / 金融等),客户 = 行业下的具体服务对象。信息模块以「行业 → 客户」上下级菜单呈现,是全部资产与生产任务的根节点。 **行业与客户是资产划分的两级目录**:行业本身为两级树(一级行业 = 业务属性,如电商 / 金融;二级行业 = 细分分类,如服饰鞋包 / 信贷),客户挂末级行业。信息模块以「行业树 → 客户」上下级菜单呈现,是全部资产与生产任务的根节点。
最小集:客户名称 / 简称(**简称必填**,用于全部自动命名)、所属行业(绑定一个行业包,可申请客户级覆盖)、服务状态(在服务 / 暂停 / 结束)、内部负责人与客户侧对接人、交付偏好(命名习惯、目录结构、常用规格、素材禁忌)、客户资产包、自定义字段(分两层,见下)。 最小集:客户名称 / 简称(**简称必填**,用于全部自动命名)、所属行业(绑定一个行业包,可申请客户级覆盖)、服务状态(在服务 / 暂停 / 结束)、内部负责人与客户侧对接人、交付偏好(命名习惯、目录结构、常用规格、素材禁忌)、客户资产包、自定义字段(分两层,见下)。
- **自定义字段分两层**:基础信息字段由运营录入时自由追加键值对(如门店编号、内部产品代码),每客户 ≤ 10 个,**只用于检索与报表,永不进入生成**;需要进入生成或参与校核的字段走 5.4.9 审批(≤ 5 个)。 - **自定义字段分两层**:基础信息字段由运营录入时自由追加键值对(如门店编号、内部产品代码),每客户 ≤ 10 个,**只用于检索与报表,永不进入生成**;需要进入生成或参与校核的字段走 5.4.9 审批(≤ 5 个)。
- **唯一性**:行业名称全局唯一;客户名称在同一行业内唯一。 - **唯一性**:一级行业名称全局唯一;二级行业名称在同一父级下唯一(不同一级行业下可重名);客户名称在同一末级行业下唯一。
- **不可跨行业移动**:客户必须归属一个行业,调整行业走「停用 + 新建」;删除行业前须校验其下无客户、无资产,否则只能停用。 - **不可跨行业移动**:客户必须归属一个末级行业,调整行业走「停用 + 新建」;删除行业前须校验其下无子行业、无客户、无资产,否则只能停用;有启用中的子行业时禁止停用。
- **新建客户时可套用行业资产包**:选行业 → 带出模板、场景、人物、提示词、卖点 → 替换为客户 Logo 与警示语。这是"新客户冷启动 ≤ 1 个工作日"的落地方式。 - **新建客户时可套用行业资产包**:选行业 → 带出模板、场景、人物、提示词、卖点 → 替换为客户 Logo 与警示语。这是"新客户冷启动 ≤ 1 个工作日"的落地方式。
- **客户组**:把客户按行业 / 团队 / 服务等级分组;客户组是批量授权与数据范围的最小单位,避免逐个客户分配权限(见 5.4.3)。 - **客户组**:把客户按行业 / 团队 / 服务等级分组;客户组是批量授权与数据范围的最小单位,避免逐个客户分配权限(见 5.4.3)。
- 客户暂停时只读,不能发起新生成;结束时全部只读,资产转"只读资产"。 - 客户暂停时只读,不能发起新生成;结束时全部只读,资产转"只读资产"。
@@ -785,9 +785,10 @@ flowchart LR
| 脚本方向 | 口播 / 剧情 / 测评 / 种草 / 情景…,可按行业收窄 | | 脚本方向 | 口播 / 剧情 / 测评 / 种草 / 情景…,可按行业收窄 |
| 情绪与风格 | 亲和 / 专业 / 激情 / 幽默 / 悬念 | | 情绪与风格 | 亲和 / 专业 / 激情 / 幽默 / 悬念 |
| 人群标签 | 年龄 / 性别 / 身份 / 消费力,可扩展 | | 人群标签 | 年龄 / 性别 / 身份 / 消费力,可扩展 |
| 行业二级 | 电商 → 服饰鞋包 / 美妆个护…;金融 → 信贷 / 保险 / 理财 |
| 素材形态 | 展示 / 口播 / 剧情 / 图文动效 / 信息图 | | 素材形态 | 展示 / 口播 / 剧情 / 图文动效 / 信息图 |
> 注:「行业二级」不再作为字典项,改由 `industries` 两级行业树承载(ADR-002);其余字典口径不变。
**变更规则**:字典变更**只影响新数据,历史数据保留快照**;否则改一次字典,历史统计全部失真。 **变更规则**:字典变更**只影响新数据,历史数据保留快照**;否则改一次字典,历史统计全部失真。
**通用枚举模型**:所有字典共用一张枚举表(类型 + 编码 + 名称 + 父编码 + 所属行业 + 排序 + 启用),一张表同时承载行业二级树与受控词表;编码不可改、名称可改;按行业作用域继承——查询取「本行业 + 父行业 + 通用」三层合并,行业包只覆盖差异项。 **通用枚举模型**:所有字典共用一张枚举表(类型 + 编码 + 名称 + 父编码 + 所属行业 + 排序 + 启用),一张表同时承载行业二级树与受控词表;编码不可改、名称可改;按行业作用域继承——查询取「本行业 + 父行业 + 通用」三层合并,行业包只覆盖差异项。
@@ -948,7 +949,7 @@ flowchart LR
| R-17 | 超级管理员保护 | 超管角色不可删改停用;授予超管须二次确认并审计;建议 ≤ 2 人 | | R-17 | 超级管理员保护 | 超管角色不可删改停用;授予超管须二次确认并审计;建议 ≤ 2 人 |
| R-18 | 职责互斥 | 生成与审核、行业包编辑与发布、字段申请与审批不可同属一个角色(超级管理员除外) | | R-18 | 职责互斥 | 生成与审核、行业包编辑与发布、字段申请与审批不可同属一个角色(超级管理员除外) |
| R-19 | 视频方向与脚本方向边界 | 脚本方向决定"说什么"(钩子与结构),视频方向决定"怎么呈现"(口播 / 剧情 / 产品展示);二者并列、不合并 | | R-19 | 视频方向与脚本方向边界 | 脚本方向决定"说什么"(钩子与结构),视频方向决定"怎么呈现"(口播 / 剧情 / 产品展示);二者并列、不合并 |
| R-20 | 行业 / 客户目录 | 行业是客户的业务属性,两级目录为全部资产的归属根节点;客户不可跨行业移动,行业名称全局唯一、客户名称同一行业内唯一 | | R-20 | 行业 / 客户目录 | 行业本身为两级树(一级行业 → 二级行业),客户挂末级行业;行业与客户构成资产归属的两级目录;客户不可跨行业移动,一级行业名称全局唯一、二级行业名称在同一父级下唯一、客户名称在同一末级行业下唯一 |
| R-21 | 脚本编号唯一 | 过审入库时按 `客户编码-YYMMDD+序号` 原子分配;草稿不占号;编号一经分配不重用、不可改 | | R-21 | 脚本编号唯一 | 过审入库时按 `客户编码-YYMMDD+序号` 原子分配;草稿不占号;编号一经分配不重用、不可改 |
| R-22 | 客户审核链接安全 | 免登录链接须签名 + 有效期 + 限范围(只读 / 可改稿);链接可随时作废;改稿保留原稿快照与操作人 | | R-22 | 客户审核链接安全 | 免登录链接须签名 + 有效期 + 限范围(只读 / 可改稿);链接可随时作废;改稿保留原稿快照与操作人 |
| R-23 | 提示词与模型配置版本化 | 保存即快照、可回滚;任务创建时记录所用版本号,事后可复现「当时为什么生成成这样」 | | R-23 | 提示词与模型配置版本化 | 保存即快照、可回滚;任务创建时记录所用版本号,事后可复现「当时为什么生成成这样」 |
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@@ -0,0 +1,126 @@
# ADR-002 行业目录:由单层改为两级树,客户挂末级行业
| 项 | 内容 |
| --- | --- |
| 状态 | 已接受(2026-11-03,用户确认 A3 口径) |
| 决策人 | 产品 / 技术负责人(用户) |
| 记录人 | 工程 Lead |
| 关联 | 开发计划 V0.1 §6.4 A3、§7.4、§12.1 M0 DoD、附录 C;PRD V1.6 §5.4.2 / §5.4.5、R-20;技术架构 V0.4 §5.3 / §5.4.1 / §6.3.2;ADR-001 |
| 影响范围 | `client` 模块、`industry` 模块(行业包绑定)、`catalog` / `script` / `media` / `asset` 的行业维度、数据范围与统计报表、A4 字典口径、开发计划与 PRD/架构文档 |
## 背景
PRD R-20 与技术架构 §5.3 均把 `industries` 描述为**单层行业目录**(「行业 = 客户的业务属性」,名称全局唯一),「行业二级(电商 → 服饰鞋包 / 美妆个护)」在 PRD §5.4.5 中作为 A4 字典项处理;开发计划 §6.4 A3-BE-01 也按单层 `industries` 描述。
A3 开卡前用户确认:行业目录需要**两级树**(一级行业 → 二级行业),客户归属到末级行业。该口径与既有文档冲突,且影响客户归属、行业包匹配、数据范围、统计与 A4 字典边界,属于 AGENTS §0.4 要求先提 ADR 的决策。
## 决策
### D1 行业为两级树,最多两级
`industries` 表增加:
| 字段 | 类型 | 说明 |
| --- | --- | --- |
| `parent_id` | ulid FK → industries,可空 | 一级行业为空;二级行业指向一级行业 |
| `level` | smallint | 1 / 2;由服务端按 `parent_id` 推导并校验 |
| `sort_order` | int | 同级排序,默认 10 |
| `status` | varchar | 启用 / 停用 |
| `remark` | varchar(200) | 备注 |
约束:
- 仅允许两级;二级行业下不可再建子行业(应用层校验 + 数据库可选触发器兜底)。
- 一级行业 `parent_id IS NULL AND level = 1`;二级行业 `parent_id NOT NULL AND level = 2`。
- 客户只挂末级行业,详见 D2。
### D2 客户挂末级行业,行业包按祖先回退
- 客户 `industry_id` 指向**末级行业**:有子行业的一级行业不可被客户选择;一级行业无子行业时可直接选择。
- 客户创建后不可跨行业移动;调整行业走「停用 + 新建」(PRD R-20 原口径不变)。
- 行业包匹配按「精确行业 → 一级行业 → 默认」回退(B0 落地);行业顾问/行业指南同样按「二级 → 一级 → default → 内置准则」匹配(PRD §5.4.7 / §7.x)。
- 行业级资产包、行业级字段覆盖等按「客户所属末级行业 → 一级行业」继承。
### D3 行业名称唯一性:一级全局唯一 + 二级同父唯一
- 一级行业名称全局唯一。
- 二级行业名称在同一 `parent_id` 下唯一;不同一级行业下允许重名(如「其他」)。
- 客户名称仍在同一末级行业下唯一(`(industry_id, name)` 唯一,原口径不变)。
### D4 删除与停用:只停用 + 引用保护
- 删除:无子行业、无客户、无资产时才可删除;否则只能停用。
- 停用:有启用中的子行业时禁止停用,提示先处理子级;有客户时允许停用,停用后新建客户不可选该行业,已有客户数据不受影响。
- 停用一级行业不级联停用子级;需逐级处理,避免一次操作影响面过大。
### D5 权限复用现有 30 个权限点
A3 行业管理不新增权限点:
- 查看:`customer:read`;写(新建 / 编辑 / 停用 / 删除):`customer:manage`。
- 开发计划附录 C 写的 `industry_pack:view` 在 A2 定稿的 30 个权限点中不存在,按本 ADR 回写为 `customer:read`;`industry:manage` 仍表示行业包编辑(B0)。
### D6 「行业二级」从 A4 字典中移除
PRD §5.4.5 的「行业二级」字典项改由 `industries` 两级树承载;A4 字典保留其他受控词表。A4-BE-01 的「三层合并(本行业 + 父行业 + 通用)」中的「行业作用域」按两级树的祖先链解释。
## 备选方案
| 方案 | 结论 | 原因 |
| --- | --- | --- |
| 保持单层行业(PRD/架构原文) | 未采用 | 用户明确要求两级;单层无法表达「电商 → 服饰鞋包」的行业分类 |
| 单层落地 + 预留 `parent_id` | 未采用 | 本期 UI 与客户选择就要两级联动,预留字段会造成前后端口径分叉 |
| 行业二级放 A4 字典 | 未采用 | 字典项没有行业归属/状态/引用保护,且客户 `industry_id` 无法稳定指向二级;A3 就需要行业树维护 |
| **两级树 + 客户挂末级(本 ADR)** | 采用 | 与用户口径一致;行业包按祖先回退,保留单层时期的继承语义 |
## 后果
### 正面
- 行业分类可表达一级/二级,客户归属更精确;行业包可在任一级配置并向下继承。
- 行业二级不再依赖 A4 字典,A3 即可交付完整行业树维护。
- 权限点不新增,复用 A2 定稿目录,治理成本低。
### 负面 / 代价
- 与 PRD R-20、技术架构 `industries`、开发计划 A3/A4/M0 DoD 的原文冲突,必须同步修订,否则文档与实现不一致。
- 客户归属校验从「行业存在」升级为「行业存在且为末级」,A2 `CustomerDirectory` 与数据范围解析需按末级行业返回客户。
- 行业统计、报表、行业包匹配需处理祖先链,查询复杂度上升。
- 历史数据若已按单层行业写入(当前本地库无行业数据),需 `parent_id` 置空并标记为一级行业;A3 首次建表,不涉及存量迁移。
### 迁移 / 兼容策略
A3 首次创建 `industries` 表即按两级结构落地,采用 expand → migrate → contract:
1. 建表含 `parent_id` / `level` / `sort_order` / `status` / `remark`;
2. 迁移脚本对存量行业(如有)设 `parent_id = NULL, level = 1`;
3. 应用层先写 `level`,后续若需严格约束再补触发器 / 检查约束;
4. 回滚:删除新增列即可回到单层语义(客户 `industry_id` 仍指向原行业)。
## 待办 / 回写清单
| 文件 | 章节 | 需要改成什么 |
| --- | --- | --- |
| `docs/PRD/灵犀-信息流广告素材一站式生产平台PRD.md` | R-20 | 明确行业两级树、客户挂末级、一级全局唯一 / 二级同父唯一 |
| 同上 | §5.4.2 | 客户所属行业改为末级行业;补充两级树与停用/删除规则 |
| 同上 | §5.4.5 | 「行业二级」从字典表移除,注明由 `industries` 两级树承载 |
| 同上 | §5.4.7 / §7.x 行业指南 | 明确「二级 → 一级 → default」回退 |
| `docs/技术架构/灵犀_信息流素材生产平台_技术架构_V0.1.md` | §5.3 表清单 | `industries` 增加 `parent_id` / `level`,约束改为「最多两级、一级全局唯一、二级同父唯一」 |
| 同上 | §5.4.1 `customers` | `industry_id` 指向末级行业;补充「客户不可挂有子行业的一级行业」 |
| 同上 | §6.3.2 | 行业接口权限改为 `customer:read` / `customer:manage`;补充两级树与删除/停用校验 |
| `docs/开发计划/灵犀_信息流素材生产平台_开发计划_V0.1.md` | §6.4 A3-BE-01 | 改为两级行业树;删除/停用规则按 ADR-002 D4 |
| 同上 | §7.4 | 页面口径补充「一级/二级树、客户挂末级」 |
| 同上 | §12.1 M0 DoD | 「行业两级」改为「行业两级树(一级 → 二级),客户挂末级」 |
| 同上 | 附录 C | `/system/industries` 权限改为 `customer:read` / `customer:manage` |
| `docs/开发计划/灵犀_A2角色权限与数据范围_实施报告_V0.1.md` | §5 遗留 1 | 注明 A3 接入真实客户目录时按末级行业返回客户 |
| `README.md` / `AGENTS.md` | 文档索引 / 事实基线 | 视需要补充 ADR-002 与行业口径变更 |
> 文档同步按 AGENTS §0.4「先改文档,再改代码」执行;本 ADR 先于 A3 后端实现落地。
## 关联
- [ADR-001 权限点目录与六类数据范围](ADR-001-权限点目录与六类数据范围.md)
- 开发计划 V0.1 §6.4 A3、§7.4、§12.1
- PRD V1.6 R-20、§5.4.2、§5.4.5
- 技术架构 V0.4 §5.3、§5.4.1、§6.3.2
- 前端原型:`design/a3-ui-v1/`(三套候选,待用户选择)
+1
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@@ -6,6 +6,7 @@
| 编号 | 决策 | 状态 | 日期 | 关联 | | 编号 | 决策 | 状态 | 日期 | 关联 |
| --- | --- | --- | --- | --- | | --- | --- | --- | --- | --- |
| [ADR-001](ADR-001-权限点目录与六类数据范围.md) | 角色权限模型:权限点目录保留 `read/write` 只增不改、特殊权限五项 6 编码、SoD 三对互斥、六类数据范围全链路 + `CustomerDirectory` 端口、超管隐式全集、A2 审计先结构化日志 | 已接受 | 2026-11-03 | A2 / A3 / DP-14 | | [ADR-001](ADR-001-权限点目录与六类数据范围.md) | 角色权限模型:权限点目录保留 `read/write` 只增不改、特殊权限五项 6 编码、SoD 三对互斥、六类数据范围全链路 + `CustomerDirectory` 端口、超管隐式全集、A2 审计先结构化日志 | 已接受 | 2026-11-03 | A2 / A3 / DP-14 |
| [ADR-002](ADR-002-两级行业目录.md) | 行业目录由单层改为两级树(一级 → 二级),客户挂末级行业,一级全局唯一 / 二级同父唯一,只停用 + 引用保护,「行业二级」从 A4 字典移除 | 已接受 | 2026-11-03 | A3 / A4 / B0 |
## 新增流程 ## 新增流程
@@ -0,0 +1,158 @@
# 灵犀 A3 客户与行业目录 · 实施报告 V0.1
| 项 | 内容 |
| --- | --- |
| 实施日期 | 2026-11-03 |
| 批次 | A3(客户与行业目录) |
| 状态 | 已完成,门禁通过;未推送 |
| 依据 | 开发计划 V0.1 §6.4 / §7.4 / §12.1 / 附录 C;PRD V1.6 §5.4.2 / §5.4.9、R-07 / R-20;技术架构 V0.4 §5.3 / §5.4.1 / §6.3.2;ADR-002 |
| 决策记录 | [ADR-002 两级行业目录](../adr/ADR-002-两级行业目录.md) |
| 视觉基线 | A0「方向 A · 云白蓝」;A3 用户选定混搭:**行业管理 B / 客户列表 A / 客户详情 A / 新建客户 B / 客户组 B / 字段审批 A** |
---
## 1 范围与完成度
| 任务 | 内容 | 状态 |
| --- | --- | --- |
| A3-BE-01 | 两级行业树(一级 → 二级)、名称唯一、停用/删除引用保护 | ✅ |
| A3-BE-02 | 客户档案、简称必填、同末级行业唯一、状态机(在服务 / 暂停 / 结束) | ✅ |
| A3-BE-03 | 客户组与成员,客户组作为数据范围最小单位 | ✅ |
| A3-BE-04 | 客户级字段申请 / 审批,进入生成 ≤ 5,超限 40001 | ✅ |
| A3-BE-05 | 客户上下文与归属校验,跨客户 404;真实 `CustomerDirectory` | ✅ |
| A3-FE-01 | 行业管理(B:左两级树 + 右详情) | ✅ |
| A3-FE-02 | 客户列表 / 详情(A)、四步新建(B) | ✅ |
| A3-FE-03 | 客户组(B:左列表 + 右成员) | ✅ |
| A3-FE-04 | 字段申请与审批(A:全宽表格 + 审批弹窗) | ✅ |
| A3-QA-01 | 唯一性 / 状态 / 范围 / 字段上限用例 + 浏览器 e2e | ✅ |
> 用户确认口径:两级行业树、客户挂末级行业、一级全局唯一 + 二级同父唯一、只停用 + 引用保护、字段双层、资产包留入口、客户转交纳入 A3、复用现有 30 个权限点。
---
## 2 交付物
### 2.1 文档与决策
- 新增 [ADR-002 两级行业目录](../adr/ADR-002-两级行业目录.md) 并登记 ADR 索引;含 PRD / 技术架构 / 开发计划回写清单。
- 同步 PRD R-20 / §5.4.2 / §5.4.5、技术架构 §5.3 / §5.4.1 / §6.3.2、开发计划 §6.4 / §7.4 / §12.1 / 附录 C。
- 前端原型:`design/a3-ui-v1/`(三套候选 + 独立评审 + 用户选定混搭);实现截图:`design/a3-ui-v1/impl/`。
### 2.2 共享契约(`packages/shared`)
- `schemas/client.ts`:行业两级树 / 引用、客户档案与状态、客户组、客户级字段、转交、列表 query;写接口 `.strict()`。
- 上限常量 `CUSTOMER_BASE_FIELD_LIMIT = 10`、`CUSTOMER_GEN_FIELD_LIMIT = 5`(A4 迁入 `system_configs`,R-26)。
- `schemas/client.spec.ts`:行业 / 客户 / 客户组 / 字段契约覆盖。
### 2.3 数据库与种子
- 迁移 `prisma/migrations/20261103130048_a3_client_industry_customer/`(expand):
- `industries`:`parent_id` / `level` / `sort_order` / `status` / `remark`;部分唯一索引(一级全局唯一、二级同父唯一);两级 CHECK 与非自引用 CHECK;
- `customers`:`industry_id`、`short_name`、状态、负责人、对接人、偏好 JSONB、基础字段 JSONB、软删除;
- `customer_groups` / `customer_group_members`;
- `customer_fields`:进入生成与审批状态、申请人 / 审批人、驳回原因。
- `prisma/seed.ts`:幂等写入 电商(服饰鞋包 / 美妆个护)、金融(信贷)、2 个客户、1 个客户组、4 条客户字段(1 条待审批)。
- `prisma/SEED.md` 待同步(见遗留)。
### 2.4 后端(`apps/api/src/modules/client`)
| 接口 | 说明 |
| --- | --- |
| `GET/POST /industries`、`GET/PATCH/DELETE /industries/{id}`、`PATCH /industries/{id}/status` | 两级树、引用、停用/删除保护 |
| `GET/POST /customers`、`GET/PATCH /customers/{id}`、`PATCH /customers/{id}/status` | 列表(ScopeContext 客户维度)、详情(跨客户 404)、状态机 |
| `POST /customers/{id}/transfer`、`PUT /customers/{id}/groups`、`POST /customers/{id}/apply-industry-pack` | 转交、客户组、B0 空态 |
| `GET/POST /customer-groups`、`GET/PATCH/DELETE /customer-groups/{id}`、`POST /customer-groups/{id}/members` | 客户组与成员幂等 |
| `GET /customer-fields`、`POST /customer-fields/{id}/approve`、`GET/POST /customers/{id}/fields` | 审批队列、通过/驳回(驳回原因必填) |
| `POST /users/{id}/transfer-customers` | 保留 A1 路径,由 client 模块落地批量转交 |
- 真实 `PrismaCustomerDirectory` 替换 `EmptyCustomerDirectory`;六类数据范围解析接入客户 / 客户组 / 部门 / 创建人。
- 客户上下文:所有客户读写携带 `ScopeContext`;跨客户统一 404;客户组删除前校验 `data_scopes` 引用。
- 审计:行业 / 客户 / 客户组 / 字段 / 转交均带 `@Audit()` 结构化日志(A5 落库)。
- 测试:`client.int.spec.ts` 6 条(行业唯一/停用停用、客户唯一/跨客户/状态机、客户组范围、字段审批/超限、转交、状态只读)。
### 2.5 前端(`apps/web`)
| 页面 | 路由 | 选定布局 |
| --- | --- | --- |
| 行业管理 | `/system/industries` | B:左两级树 + 右详情(白底卡片) |
| 客户列表 | `/system/customers` | A:全宽表格 + 筛选条 |
| 客户详情 | `/system/customers/:id` | A:左锚点 + 中列 + 右侧状态 |
| 新建客户 | `/system/customers/new` | B:左侧步骤 + 右侧表单,四步可回退 |
| 客户组 | `/system/customer-groups` | B:左列表 + 右成员 |
| 客户字段审批 | `/system/customer-fields/approvals` | A:全宽表格 + 通过/驳回弹窗 |
- 侧边栏更名:「客户」→「客户管理」、「行业树」→「行业管理」;新增「客户组」;「客户字段」指向审批页,权限 `customer_field:approve`。
- 样式:`styles/client.css` 复用 `--lx-*` token;未新增依赖、未内联 SVG(图标走 `@lingxi/ui/icons`)。
- API:`api/customers.ts` + `hooks/queries/use-client.ts`,全部用 shared Zod schema 解析。
---
## 3 验证结果
| 门禁 | 命令 | 结果 |
| --- | --- | --- |
| 格式 | `pnpm format:check` | ✅ |
| Lint | `pnpm lint` | ✅ 0 warning |
| 类型 | `pnpm typecheck` | ✅ 10/10 tasks |
| 单测 | `pnpm test` | ✅ shared 131 / api 90 / web 125,共 346 |
| 集成 | `pnpm test:int` | ✅ 5 文件 / 39 条(含 A3 client 6 条) |
| 浏览器 e2e | `A3_E2E=1 pnpm exec playwright test e2e/a3-client.spec.ts` | ✅ 1 passed(11.6s) |
| 构建 | `pnpm build` | ✅ 8/8 tasks |
| OpenAPI | `pnpm openapi:export` | ✅ 新增 industries / customers / customer-groups / customer-fields 路径 |
浏览器验证(真实 API + PG + Chrome):登录 → 行业管理树/详情 → 客户列表 → 客户详情 → 新建客户 → 客户组 → 字段审批六页均正常渲染;控制台仅 favicon 404。截图:`design/a3-ui-v1/impl/`。
---
## 4 关键口径与实现说明
1. **两级行业**:`level` 由 `parent_id` 推导;数据库 CHECK 保证「parent 为空 ⇔ level=1」,服务层禁止二级下再建子级;名称唯一通过部分唯一索引兜底。
2. **客户挂末级**:`assertLeafIndustry` 校验;客户更新不接收 `industryId`,跨行业移动走停用 + 新建。
3. **状态机**:在服务 ⇄ 暂停;在服务 / 暂停 → 结束;结束不可逆。暂停 / 结束客户更新、字段申请、转交均返回 40903。
4. **字段双层**:基础字段在 `customers.custom_fields` JSONB(≤10,免审批);`customer_fields` 只承载结构化 / 进入生成字段,进入生成需审批,按「占用槽位」计数(含待审批、不含已驳回)。
5. **数据范围**:`CustomerDirectory` 真实实现;客户列表按 `customerIds` 过滤;单条跨客户读统一 404;客户组数据范围用例已验证。
6. **客户转交**:`/customers/{id}/transfer` 需 `customer:transfer`;`/users/{id}/transfer-customers` 保留 A1 路径,允许 `customer:transfer` 或 `user:manage`。
7. **资产包**:`POST /customers/{id}/apply-industry-pack` 当前返回 42201「B0 批次提供」,前端显示空态,不伪造数据。
---
## 5 已知差异与遗留
| 编号 | 项 | 说明 / 建议 |
| --- | --- | --- |
| 1 | 行业资产包套用 | 依赖 B0/B1,当前接口返回明确业务提示 + 前端空态;B0 落地后接通。 |
| 2 | 审计落库 | A3 变更走 `@Audit()` 结构化 Pino 日志;审计表、检索、导出按 A5。 |
| 3 | 字段上限配置 | 共享常量 `10 / 5`;A4 `system_configs` 落地后迁入,前端上限读配置接口(R-26)。 |
| 4 | 客户级字段类型 | 仅白名单 文本 / 数字 / 日期 / 单选;选项在原型中简化,完整枚举来源随 A4 字典。 |
| 5 | 行业资产数 | `assetCount` 固定 0;B1 资产表落地后接入。 |
| 6 | 客户列表分页 | 前端一次拉 100 条(A3 规模);B2 后按大数据量补游标分页 UI。 |
| 7 | 客户详情面包屑 | 由导航派生,末级显示「客户管理」而非客户名;与 A2 角色编辑器同源问题,后续统一。 |
| 8 | 状态截图 | 原型阶段 A/B/C 状态图已覆盖;实现截图以主态 + e2e 为准,暂停/结束状态由 API int + e2e 覆盖。 |
| 9 | `prisma/SEED.md` | 需补 A3 行业 / 客户 / 客户组 / 字段种子说明(本次未改)。 |
| 10 | `AppModule` 的 worker | `pnpm dev` 下 worker 因 `REDIS_URL` 缺失退出,API/Web 正常;A0 遗留,非 A3 范围。 |
---
## 6 回滚方式
1. 代码:回滚本批 commit(client 模块、前端页面、shared schema、路由 / 导航、迁移文件、seed、ADR 与文档)。
2. 数据库:A3 为新增表,回滚可保留表(不影响 A1/A2);如需彻底回滚,执行 down SQL 删除 `customer_fields → customer_group_members → customer_groups → customers → industries`(先备份种子数据)。
3. 配置:`CUSTOMER_DIRECTORY` 改回 `EmptyCustomerDirectory` 即恢复 A2 空客户集行为(需同时回滚 client 模块 provider)。
4. 前端:回滚路由 / 导航与 `pages/system/{industries,customers,customer-groups,customer-fields}`,恢复「客户 / 行业树」旧菜单。
---
## 7 本地运行
```bash
pnpm check:dev
pnpm db:init
pnpm dev
# 浏览器 http://127.0.0.1:5173 → 管理中心 / 行业管理、客户管理、客户组、客户字段
```
A3 e2e(需先起 `pnpm dev`):
```bash
A3_E2E=1 pnpm exec playwright test e2e/a3-client.spec.ts --reporter=list
```
@@ -10,7 +10,7 @@
| 文档名称 | 灵犀 · 信息流素材生产平台 项目开发计划 | | 文档名称 | 灵犀 · 信息流素材生产平台 项目开发计划 |
| 版本 | V0.1(初稿,待评审) | | 版本 | V0.1(初稿,待评审) |
| 日期 | 2026-11-02 | | 日期 | 2026-11-02 |
| 状态 | **执行中**:A0 工程骨架与契约基线已完成(2026-11-02);A1 身份认证与用户管理已完成(2026-11-03);A2 角色权限与数据范围已完成(2026-11-03);下一步 A3 | | 状态 | **执行中**:A0 工程骨架与契约基线已完成(2026-11-02);A1 身份认证与用户管理已完成(2026-11-03);A2 角色权限与数据范围已完成(2026-11-03);A3 客户与行业目录已完成(2026-11-03);下一步 A4 |
| 需求基线 | PRD V1.6([灵犀-信息流广告素材一站式生产平台PRD.md](../PRD/灵犀-信息流广告素材一站式生产平台PRD.md)) | | 需求基线 | PRD V1.6([灵犀-信息流广告素材一站式生产平台PRD.md](../PRD/灵犀-信息流广告素材一站式生产平台PRD.md)) |
| 技术基线 | 技术架构 V0.4([灵犀_信息流素材生产平台_技术架构_V0.1.md](../技术架构/灵犀_信息流素材生产平台_技术架构_V0.1.md))+ `AGENTS.md` V1.0 + `docs/工程规范/` V1.0 | | 技术基线 | 技术架构 V0.4([灵犀_信息流素材生产平台_技术架构_V0.1.md](../技术架构/灵犀_信息流素材生产平台_技术架构_V0.1.md))+ `AGENTS.md` V1.0 + `docs/工程规范/` V1.0 |
| 覆盖范围 | **M0 任务级;M1–M4 迭代级 + 任务组级;M5 预研边界(不排期)** | | 覆盖范围 | **M0 任务级;M1–M4 迭代级 + 任务组级;M5 预研边界(不排期)** |
@@ -381,7 +381,7 @@ flowchart LR
| **A0** | ✅ 已完成 | 工程骨架与契约基线 | — | 6 | 4–5 日 | W0 | lint / typecheck / test / CI 全绿;三依赖可起;api / web / worker 可启动;OpenAPI 可导出 | | **A0** | ✅ 已完成 | 工程骨架与契约基线 | — | 6 | 4–5 日 | W0 | lint / typecheck / test / CI 全绿;三依赖可起;api / web / worker 可启动;OpenAPI 可导出 |
| **A1** | ✅ 已完成 | 身份认证与用户管理 | A0 | 6 | 4–5 日 | W1 | 登录 / 刷新 / 登出;用户生命周期;路由权限;权限三态用例 | | **A1** | ✅ 已完成 | 身份认证与用户管理 | A0 | 6 | 4–5 日 | W1 | 登录 / 刷新 / 登出;用户生命周期;路由权限;权限三态用例 |
| **A2** | ✅ 已完成 | 角色权限与数据范围 | A1 | 5.5 | 4–5 日 | W2 | 角色可配;SoD 命中拒绝;特殊权限默认关闭;范围过滤生效 | | **A2** | ✅ 已完成 | 角色权限与数据范围 | A1 | 5.5 | 4–5 日 | W2 | 角色可配;SoD 命中拒绝;特殊权限默认关闭;范围过滤生效 |
| **A3** | 未开始 | 客户与行业目录 | A1 / A2 | 7 | 4–5 日 | W2 | 行业 / 客户 / 客户组可用;唯一性;状态只读;字段审批 | | **A3** | ✅ 已完成 | 客户与行业目录 | A1 / A2 | 7 | 4–5 日 | W2 | 行业 / 客户 / 客户组可用;唯一性;状态只读;字段审批 |
| **A4** | 未开始 | 数据字典与系统配置 | A3 | 4 | 3–4 日 | W3 | 三层合并;编码不可改;阈值同源;配置版本 + 审计 | | **A4** | 未开始 | 数据字典与系统配置 | A3 | 4 | 3–4 日 | W3 | 三层合并;编码不可改;阈值同源;配置版本 + 审计 |
| **A5** | 未开始 | 审计与日志 | A1 / A4 | 4 | 3–4 日 | W2–W3 | 关键操作全留痕;不可篡改;导出自身审计 | | **A5** | 未开始 | 审计与日志 | A1 / A4 | 4 | 3–4 日 | W2–W3 | 关键操作全留痕;不可篡改;导出自身审计 |
| **A6** | 未开始 | 任务中心与队列骨架 | A0 / A1 | 6 | 4–5 日 | W2–W3 | 提交 → SSE → 完成 / 失败;幂等;取消 / 重试 | | **A6** | 未开始 | 任务中心与队列骨架 | A0 / A1 | 6 | 4–5 日 | W2–W3 | 提交 → SSE → 完成 / 失败;幂等;取消 / 重试 |
@@ -576,7 +576,7 @@ PRD §7 把 **M-27(素材元素级拆解)** 与「自动字幕 → TTS 配
| 编号 | 任务 | 端 | 内容与产出 | 依赖 | 验收要点 | EPD | | 编号 | 任务 | 端 | 内容与产出 | 依赖 | 验收要点 | EPD |
| --- | --- | --- | --- | --- | --- | --- | | --- | --- | --- | --- | --- | --- | --- |
| A3-BE-01 | 行业目录 | BE | `industries`;名称全局唯一;删除前校验无客户 / 无资产,否则只能停用;行业不可跨行业移动校验 | A2-BE-04 | 重名 40902;有客户时删除被拒;停用后新建客户不可选 | 0.5 | | A3-BE-01 | 行业目录(两级) | BE | `industries`;一级 → 二级最多两级;一级名称全局唯一、二级同父唯一;客户只挂末级行业;删除前校验无子行业 / 客户 / 资产,否则只能停用;有启用子行业时禁止停用 | A2-BE-04 | 重名 40902;有子行业 / 客户时删除被拒;有启用子行业停用被拒;停用后新建客户不可选 | 0.5 |
| A3-BE-02 | 客户档案与状态机 | BE | `customers`;简称必填、`(industry_id, name)` 唯一;服务状态(在服务 / 暂停 / 结束);负责人 / 对接人;交付偏好;套用行业资产包入口 | A3-BE-01 | 简称缺失 42201;暂停只读、不能发起新任务;结束全只读 | 1.0 | | A3-BE-02 | 客户档案与状态机 | BE | `customers`;简称必填、`(industry_id, name)` 唯一;服务状态(在服务 / 暂停 / 结束);负责人 / 对接人;交付偏好;套用行业资产包入口 | A3-BE-01 | 简称缺失 42201;暂停只读、不能发起新任务;结束全只读 | 1.0 |
| A3-BE-03 | 客户组 | BE | `customer_groups` + `customer_group_members`;客户组作为授权与数据范围最小单位 | A3-BE-02 | 成员增删幂等;数据范围引用客户组后可见集合正确 | 0.5 | | A3-BE-03 | 客户组 | BE | `customer_groups` + `customer_group_members`;客户组作为授权与数据范围最小单位 | A3-BE-02 | 成员增删幂等;数据范围引用客户组后可见集合正确 | 0.5 |
| A3-BE-04 | 客户级字段申请与审批 | BE | `customer_fields`;申请(定义 + 用途 + 是否进入生成)→ 审批 → 生效;每客户 ≤ 5 个进入生成字段、基础字段 ≤ 10 | A3-BE-02 | 超限 40001(字段校验失败);未审批字段不进入生成;审批与变更进审计 | 1.0 | | A3-BE-04 | 客户级字段申请与审批 | BE | `customer_fields`;申请(定义 + 用途 + 是否进入生成)→ 审批 → 生效;每客户 ≤ 5 个进入生成字段、基础字段 ≤ 10 | A3-BE-02 | 超限 40001(字段校验失败);未审批字段不进入生成;审批与变更进审计 | 1.0 |
@@ -589,6 +589,8 @@ PRD §7 把 **M-27(素材元素级拆解)** 与「自动字幕 → TTS 配
**本批门禁**:可建行业 → 客户 → 客户组;唯一性与状态机生效;客户字段审批可用;所有查询带客户维度。 **本批门禁**:可建行业 → 客户 → 客户组;唯一性与状态机生效;客户字段审批可用;所有查询带客户维度。
> **A3 完成情况(2026-11-03)**:9/9 项 WBS 通过。两级行业树(ADR-002)、客户档案与状态机、客户组、客户级字段双层与审批、客户转交、真实 `CustomerDirectory`、客户上下文与跨客户 404 全部落地;前端按用户选定混搭实现(行业 B / 客户列表 A / 客户详情 A / 新建 B / 客户组 B / 字段 A),侧栏更名「客户管理」「行业管理」并新增「客户组」。门禁:`format:check / lint / typecheck / test` 全绿(shared 131 / api 90 / web 125,共 346),`test:int` 39 项(5 文件,含 A3 client 6 条),A3 浏览器 e2e 1/1(11.6s),`build` 8/8;实现记录、截图与遗留见 [A3 实施报告](./灵犀_A3客户与行业目录_实施报告_V0.1.md)。已知遗留:B0 行业资产包套用、A5 审计落库、A4 字段上限配置、客户详情面包屑末级名称。
### 6.5 A4 数据字典与系统配置 ### 6.5 A4 数据字典与系统配置
**目标**:字典与配置成为唯一来源,杜绝前后端硬编码。**对应**:P-06、P-13(部分)、PRD §5.4.5;`R-10` / `R-01` / `R-26`;架构 §5.3 / §5.7。 **目标**:字典与配置成为唯一来源,杜绝前后端硬编码。**对应**:P-06、P-13(部分)、PRD §5.4.5;`R-10` / `R-01` / `R-26`;架构 §5.3 / §5.7。
@@ -952,7 +954,7 @@ PRD §7 把 **M-27(素材元素级拆解)** 与「自动字幕 → TTS 配
| --- | --- | | --- | --- |
| 页面 | `/industries`、`/customers`、`/customers/new`(分步)、`/customers/:id`、`/customer-groups`、`/customer-fields/approvals` | | 页面 | `/industries`、`/customers`、`/customers/new`(分步)、`/customers/:id`、`/customer-groups`、`/customer-fields/approvals` |
| 接口 | `GET/POST/PATCH /industries`、`GET/POST/PATCH /customers`、`/customer-groups`、`/customers/{id}/fields`、`/customer-fields/{id}/approve`、`POST /customers/{id}/apply-industry-pack` | | 接口 | `GET/POST/PATCH /industries`、`GET/POST/PATCH /customers`、`/customer-groups`、`/customers/{id}/fields`、`/customer-fields/{id}/approve`、`POST /customers/{id}/apply-industry-pack` |
| 关键规则 | 行业名称全局唯一;客户名称同行业内唯一;**简称必填**(用于全部自动命名);客户必须归属一个行业、不可跨行业移动;暂停只读、结束只读归档(`R-07`);基础字段 ≤ 10 且永不进入生成,进入生成字段 ≤ 5 且必须审批 | | 关键规则 | 行业两级树;一级名称全局唯一、二级同父唯一;客户名称同末级行业唯一;**简称必填**(用于全部自动命名);客户必须归属末级行业、不可跨行业移动;暂停只读、结束只读归档(`R-07`);基础字段 ≤ 10 且永不进入生成,进入生成字段 ≤ 5 且必须审批 |
| 交互要点 | 新建客户为分步表单(行业 → 档案 → 交付偏好 → 资产包),可回退;状态为暂停 / 结束时顶部只读横幅;客户组作为授权单位,批量授权入口清晰 | | 交互要点 | 新建客户为分步表单(行业 → 档案 → 交付偏好 → 资产包),可回退;状态为暂停 / 结束时顶部只读横幅;客户组作为授权单位,批量授权入口清晰 |
| 验收 | ① 重名返回 40902;② 简称缺失 42201;③ 暂停客户不能提交新任务;④ 客户组授权后范围正确;⑤ 字段超限 40001、未审批字段不进入生成 | | 验收 | ① 重名返回 40902;② 简称缺失 42201;③ 暂停客户不能提交新任务;④ 客户组授权后范围正确;⑤ 字段超限 40001、未审批字段不进入生成 |
@@ -1232,7 +1234,7 @@ infra/:compose、Nginx、监控、备份脚本占位
- [ ] 超管首登强制改密;用户 / 角色 / 部门可用; - [ ] 超管首登强制改密;用户 / 角色 / 部门可用;
- [ ] 自定义角色 + 权限点 + 六类数据范围 + 特殊权限可用; - [ ] 自定义角色 + 权限点 + 六类数据范围 + 特殊权限可用;
- [ ] SoD 三对规则生效且有拒绝用例; - [ ] SoD 三对规则生效且有拒绝用例;
- [ ] 行业两级、客户 / 客户组 / 客户端字段审批可用; - [ ] 行业两级树(一级 → 二级,客户挂末级)、客户 / 客户组 / 客户端字段审批可用;
- [ ] 通用字典三层合并、编码不可改、历史快照可用; - [ ] 通用字典三层合并、编码不可改、历史快照可用;
- [ ] 审计七类关键动作留痕、只读、导出留痕; - [ ] 审计七类关键动作留痕、只读、导出留痕;
- [ ] AI 四层配置 + Mock 全链路 + 密钥不回显; - [ ] AI 四层配置 + Mock 全链路 + 密钥不回显;
@@ -1379,7 +1381,7 @@ infra/:compose、Nginx、监控、备份脚本占位
| `/system/users`、`/system/users/new`、`/system/users/:id` | 用户与部门 | `user:view` / `user:manage` | A1 | | `/system/users`、`/system/users/new`、`/system/users/:id` | 用户与部门 | `user:view` / `user:manage` | A1 |
| `/system/departments` | 部门管理(两级组织树、停用/启用) | `user:view` / `user:manage` | A1 | | `/system/departments` | 部门管理(两级组织树、停用/启用) | `user:view` / `user:manage` | A1 |
| `/system/roles`、`/system/roles/:id` | 角色管理 | `role:view` / `role:manage` | A2 | | `/system/roles`、`/system/roles/:id` | 角色管理 | `role:view` / `role:manage` | A2 |
| `/system/industries` | 行业管理 | `industry_pack:view` / `customer:manage` | A3 | | `/system/industries` | 行业管理 | `customer:read` / `customer:manage` | A3 |
| `/system/customers`、`/system/customers/new`、`/system/customers/:id` | 客户管理 | `customer:view` / `customer:manage` | A3 | | `/system/customers`、`/system/customers/new`、`/system/customers/:id` | 客户管理 | `customer:view` / `customer:manage` | A3 |
| `/system/customer-groups` | 客户组 | `customer_group:manage` | A3 | | `/system/customer-groups` | 客户组 | `customer_group:manage` | A3 |
| `/system/customer-fields/approvals` | 字段审批 | `customer_field:approve` | A3 | | `/system/customer-fields/approvals` | 字段审批 | `customer_field:approve` | A3 |
@@ -830,7 +830,7 @@ erDiagram
| 组织权限 | `role_permissions` | 角色 → 权限点 | 复合主键 | | 组织权限 | `role_permissions` | 角色 → 权限点 | 复合主键 |
| 组织权限 | `user_roles` | 用户 → 角色(可多) | 复合主键 | | 组织权限 | `user_roles` | 用户 → 角色(可多) | 复合主键 |
| 组织权限 | `data_scopes` | 角色数据范围 | `scope_type` + 目标 ID | | 组织权限 | `data_scopes` | 角色数据范围 | `scope_type` + 目标 ID |
| 客户与行业 | `industries` | 行业目录(业务属性) | 名称全局唯一 | | 客户与行业 | `industries` | 行业目录(两级树:一级 → 二级) | 一级名称全局唯一;二级同一父级下唯一;最多两级 |
| 客户与行业 | `customers` | 客户 | `(industry_id, name)` 唯一;`short_name` 必填 | | 客户与行业 | `customers` | 客户 | `(industry_id, name)` 唯一;`short_name` 必填 |
| 客户与行业 | `customer_groups` | 客户组 | 授权与范围最小单位 | | 客户与行业 | `customer_groups` | 客户组 | 授权与范围最小单位 |
| 客户与行业 | `customer_group_members` | 客户组 ↔ 客户 | 复合主键 | | 客户与行业 | `customer_group_members` | 客户组 ↔ 客户 | 复合主键 |
@@ -900,7 +900,7 @@ erDiagram
| **字段** | **类型** | **说明** | | **字段** | **类型** | **说明** |
| --- | --- | --- | | --- | --- | --- |
| `id` | ulid PK | — | | `id` | ulid PK | — |
| `industry_id` | ulid FK → industries | 不可为空;跨行业移动禁止(应用层 + 触发器可选) | | `industry_id` | ulid FK → industries | 不可为空;必须指向**末级行业**(有子行业的一级行业不可选);跨行业移动禁止(应用层 + 触发器可选) |
| `name` | text | 同行业内唯一 | | `name` | text | 同行业内唯一 |
| `short_name` | text | **必填**,用于自动命名,需满足通用字符规则 | | `short_name` | text | **必填**,用于自动命名,需满足通用字符规则 |
| `status` | enum | 在服务 / 暂停 / 结束 | | `status` | enum | 在服务 / 暂停 / 结束 |
@@ -1102,7 +1102,7 @@ sequenceDiagram
| **方法** | **路径** | **权限点** | **说明** | | **方法** | **路径** | **权限点** | **说明** |
| --- | --- | --- | --- | | --- | --- | --- | --- |
| GET/POST/PATCH | `/industries`、`/industries/{id}` | `industry_pack:view` / `customer:manage` | 行业目录;删除前校验 | | GET/POST/PATCH | `/industries`、`/industries/{id}` | `customer:read` / `customer:manage` | 两级行业树;删除前校验无子行业 / 客户 / 资产;有启用子行业禁止停用 |
| GET/POST/PATCH | `/customers`、`/customers/{id}` | `customer:view` / `customer:manage` | 客户;`short_name` 必填 | | GET/POST/PATCH | `/customers`、`/customers/{id}` | `customer:view` / `customer:manage` | 客户;`short_name` 必填 |
| GET/POST | `/customer-groups`、`/customer-groups/{id}/members` | `customer_group:manage` | 客户组与成员 | | GET/POST | `/customer-groups`、`/customer-groups/{id}/members` | `customer_group:manage` | 客户组与成员 |
| POST | `/customers/{id}/apply-industry-pack` | `customer:manage` | 套用行业资产包(冷启动) | | POST | `/customers/{id}/apply-industry-pack` | `customer:manage` | 套用行业资产包(冷启动) |
+17
View File
@@ -7,6 +7,7 @@
| `smoke.spec.ts` | A0 冒烟:登录、模块切换、403 / 404 | 是 | | `smoke.spec.ts` | A0 冒烟:登录、模块切换、403 / 404 | 是 |
| `a1-identity.spec.ts` | A1-QA-01 账号生命周期(①–⑥) | 否,需 `A1_E2E=1` | | `a1-identity.spec.ts` | A1-QA-01 账号生命周期(①–⑥) | 否,需 `A1_E2E=1` |
| `a2-roles.spec.ts` | A2-QA-01 角色管理 / 权限三态 / SoD / 即时生效 | 否,需 `A2_E2E=1` | | `a2-roles.spec.ts` | A2-QA-01 角色管理 / 权限三态 / SoD / 即时生效 | 否,需 `A2_E2E=1` |
| `a3-client.spec.ts` | A3-QA-01 客户与行业六页可访问 / 数据加载 | 否,需 `A3_E2E=1` |
## A1 账号生命周期用例 ## A1 账号生命周期用例
@@ -60,3 +61,19 @@ A2_E2E=1 pnpm exec playwright test e2e/a2-roles.spec.ts --reporter=list
- 可选覆盖:`A2_E2E_BASE_URL`(缺省 `http://127.0.0.1:5173`)、`A2_E2E_API_BASE_URL`(缺省 `http://127.0.0.1:3000/api/v1`)、`A2_E2E_ACTOR_ACCOUNT` / `A2_E2E_ACTOR_PASSWORD`(缺省 `jiang.lan` / `QaE2eAdmin2026`,首跑用种子口令 `lingxi2026` 自动完成首登改密)。 - 可选覆盖:`A2_E2E_BASE_URL`(缺省 `http://127.0.0.1:5173`)、`A2_E2E_API_BASE_URL`(缺省 `http://127.0.0.1:3000/api/v1`)、`A2_E2E_ACTOR_ACCOUNT` / `A2_E2E_ACTOR_PASSWORD`(缺省 `jiang.lan` / `QaE2eAdmin2026`,首跑用种子口令 `lingxi2026` 自动完成首登改密)。
- 截图:`design/a2-ui-v1/shots/impl/e2e/`(`01-roles-list` … `11-roles-list-disabled`,共 11 张 1440×900)。 - 截图:`design/a2-ui-v1/shots/impl/e2e/`(`01-roles-list` … `11-roles-list-disabled`,共 11 张 1440×900)。
- 说明:用户按 A1 口径只停用不删除(用户不可删);角色在解绑后删除,可重复运行。 - 说明:用户按 A1 口径只停用不删除(用户不可删);角色在解绑后删除,可重复运行。
## A3 客户与行业用例(A3-QA-01)
覆盖:登录注入 → 行业管理 / 客户列表 / 新建客户 / 客户组 / 字段审批五页标题 → 客户列表有数据 → 点击行进入客户详情深链。
### 前置与运行
1. API 3000 + Web 5173(`pnpm dev`,真实 PG;已执行 `pnpm db:init`)。
2. 用例自建临时超管 `qa3.e2e`(Prisma 写入,结束后删除),不依赖本地账号密码。
```bash
A3_E2E=1 pnpm exec playwright test e2e/a3-client.spec.ts --reporter=list
```
- 可选覆盖:`A3_E2E_BASE_URL`(缺省 `http://127.0.0.1:5173`)、`A3_E2E_API_BASE_URL`(缺省 `http://127.0.0.1:3000/api/v1`)。
- 截图:`design/a3-ui-v1/impl/`(实施报告引用)。
+120
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@@ -0,0 +1,120 @@
/// <reference lib="dom" />
/**
* A3-QA-01 · 客户与行业目录端到端用例(真实 API + 真实 PG + 真实浏览器)
*
* 覆盖:登录 → 行业管理树/详情 → 客户列表 → 客户详情 → 新建客户向导 → 客户组 → 字段审批。
* 门控:仅 A3_E2E=1 时执行;默认不跑,避免影响 CI / smoke。
*
* 前置:API 3000、Web 5173(`pnpm dev`);用例自建 `qa3.e2e` 超管账号并在结束后删除。
* 运行:A3_E2E=1 pnpm exec playwright test e2e/a3-client.spec.ts --reporter=list
*/
import { randomBytes } from 'node:crypto';
import { expect, test } from '@playwright/test';
import { PrismaClient } from '@prisma/client';
const API_BASE = process.env.A3_E2E_API_BASE_URL ?? 'http://127.0.0.1:3000/api/v1';
const WEB_BASE = process.env.A3_E2E_BASE_URL ?? 'http://127.0.0.1:5173';
const ENABLED = process.env.A3_E2E === '1';
const PASSWORD = 'lingxi2026';
const PASSWORD_HASH =
'$argon2id$v=19$m=65536,p=4,t=3$Osdgg3Fz53AwcoC2kyGiGg$QVbxW7Ok/SlCNbML95go2J/6GMSfE1EG3jBTJgR4zO4';
const ACCOUNT = 'qa3.e2e';
const ENCODING = '0123456789ABCDEFGHJKMNPQRSTVWXYZ';
const prisma = new PrismaClient();
function ulid(): string {
let time = Date.now();
const timeChars = new Array<string>(10);
for (let index = 9; index >= 0; index -= 1) {
timeChars[index] = ENCODING[time % 32] ?? '0';
time = Math.floor(time / 32);
}
const random = randomBytes(16);
return `${timeChars.join('')}${Array.from(random, (byte) => ENCODING[byte & 31] ?? '0').join('')}`;
}
test.describe('A3 客户与行业目录', () => {
test.skip(!ENABLED, 'A3_E2E=1 时执行;需要 API 3000 + Web 5173');
test.beforeAll(async () => {
const [role, department] = await Promise.all([
prisma.role.findUniqueOrThrow({ where: { code: 'super_admin' } }),
prisma.department.findUniqueOrThrow({ where: { code: 'content-g1' } }),
]);
await prisma.user.deleteMany({ where: { account: ACCOUNT } });
await prisma.user.create({
data: {
id: ulid(),
name: 'A3 端到端',
account: ACCOUNT,
email: `${ACCOUNT}@lingxi.cn`,
phone: '13500008888',
passwordHash: PASSWORD_HASH,
departmentId: department.id,
mustChangePassword: false,
roles: { create: [{ roleId: role.id }] },
},
});
});
test.afterAll(async () => {
await prisma.user.deleteMany({ where: { account: ACCOUNT } });
await prisma.$disconnect();
});
test('行业 / 客户 / 客户组 / 字段审批六页可访问且数据加载', async ({ page, request }) => {
const login = await request.post(`${API_BASE}/auth/login`, {
data: { account: ACCOUNT, password: PASSWORD },
});
expect(login.ok()).toBe(true);
const session = (await login.json()) as { accessToken: string; refreshToken: string };
const meResponse = await request.get(`${API_BASE}/me`, {
headers: { authorization: `Bearer ${session.accessToken}` },
});
expect(meResponse.ok()).toBe(true);
const me = (await meResponse.json()) as {
user: { id: string; name: string; account: string };
roles: { name: string }[];
permissions: string[];
};
await page.addInitScript(
(value) => {
window.localStorage.setItem('lingxi.auth.session', JSON.stringify(value));
},
{
accessToken: session.accessToken,
refreshToken: session.refreshToken,
user: {
id: me.user.id,
name: me.user.name,
account: me.user.account,
roleName: me.roles[0]?.name,
},
permissions: me.permissions,
mustChangePassword: false,
},
);
const pages = [
{ path: '/system/industries', title: '行业管理' },
{ path: '/system/customers', title: '客户管理' },
{ path: '/system/customers/new', title: '新建客户' },
{ path: '/system/customer-groups', title: '客户组' },
{ path: '/system/customer-fields/approvals', title: '客户字段审批' },
];
for (const item of pages) {
await page.goto(`${WEB_BASE}${item.path}`, { waitUntil: 'networkidle' });
await expect(page.locator('h1').first()).toHaveText(item.title);
}
await page.goto(`${WEB_BASE}/system/customers`, { waitUntil: 'networkidle' });
const customerRows = page.locator('.lx-client-table tbody tr');
const count = await customerRows.count();
expect(count).toBeGreaterThan(0);
await customerRows.first().click();
await expect(page).toHaveURL(/\/system\/customers\/[A-Z0-9]+$/);
await expect(page.locator('h1').first()).toBeVisible();
});
});
+482 -21
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@@ -203,27 +203,6 @@
] ]
} }
}, },
"/api/v1/users/{id}/transfer-customers": {
"post": {
"description": "A3 客户模块落地前返回 42201",
"operationId": "UsersController_transferCustomers",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "客户转交(占位)",
"tags": [
"identity-users"
]
}
},
"/api/v1/departments/tree": { "/api/v1/departments/tree": {
"get": { "get": {
"description": "memberCount 含下级成员、directMemberCount 仅本部门直属成员;默认只返回启用部门,管理页传 include_disabled=true", "description": "memberCount 含下级成员、directMemberCount 仅本部门直属成员;默认只返回启用部门,管理页传 include_disabled=true",
@@ -461,6 +440,488 @@
] ]
} }
}, },
"/api/v1/industries": {
"get": {
"operationId": "IndustriesController_list",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "两级行业树(一级 → 二级)",
"tags": [
"client-industries"
]
},
"post": {
"operationId": "IndustriesController_create",
"parameters": [],
"responses": {
"201": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "新建一级 / 二级行业",
"tags": [
"client-industries"
]
}
},
"/api/v1/industries/{id}": {
"get": {
"operationId": "IndustriesController_detail",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "行业详情与引用(子行业 / 客户 / 资产)",
"tags": [
"client-industries"
]
},
"patch": {
"operationId": "IndustriesController_update",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "更新行业名称 / 排序 / 备注(层级与上级不可变)",
"tags": [
"client-industries"
]
},
"delete": {
"operationId": "IndustriesController_remove",
"parameters": [],
"responses": {
"204": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "删除行业(仅无子行业 / 客户 / 资产时)",
"tags": [
"client-industries"
]
}
},
"/api/v1/industries/{id}/status": {
"patch": {
"operationId": "IndustriesController_setStatus",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "停用 / 启用行业(有启用子行业时禁止停用)",
"tags": [
"client-industries"
]
}
},
"/api/v1/customers": {
"get": {
"operationId": "CustomersController_list",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "客户列表(游标分页 + 行业 / 状态 / 负责人 / 客户组筛选)",
"tags": [
"client-customers"
]
},
"post": {
"operationId": "CustomersController_create",
"parameters": [],
"responses": {
"201": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "新建客户(简称必填;行业必须为末级行业)",
"tags": [
"client-customers"
]
}
},
"/api/v1/customers/{id}": {
"get": {
"operationId": "CustomersController_detail",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "客户详情(跨客户访问统一 404)",
"tags": [
"client-customers"
]
},
"patch": {
"operationId": "CustomersController_update",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "更新客户档案(所属行业不可改;暂停 / 结束只读)",
"tags": [
"client-customers"
]
}
},
"/api/v1/customers/{id}/status": {
"patch": {
"operationId": "CustomersController_setStatus",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "客户状态:在服务 ⇄ 暂停 → 结束(结束不可逆)",
"tags": [
"client-customers"
]
}
},
"/api/v1/customers/{id}/transfer": {
"post": {
"operationId": "CustomersController_transfer",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "变更客户负责人(写审计)",
"tags": [
"client-customers"
]
}
},
"/api/v1/customers/{id}/groups": {
"put": {
"operationId": "CustomersController_setGroups",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "设置客户所属客户组(覆盖式)",
"tags": [
"client-customers"
]
}
},
"/api/v1/customers/{id}/apply-industry-pack": {
"post": {
"operationId": "CustomersController_applyIndustryPack",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "套用行业资产包(B0 批次提供;当前返回业务提示)",
"tags": [
"client-customers"
]
}
},
"/api/v1/users/{id}/transfer-customers": {
"post": {
"operationId": "CustomerTransferController_transfer",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "把用户名下客户转交给另一负责人",
"tags": [
"client-customers"
]
}
},
"/api/v1/customer-groups": {
"get": {
"operationId": "CustomerGroupsController_list",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "客户组列表(授权与数据范围最小单位)",
"tags": [
"client-customer-groups"
]
},
"post": {
"operationId": "CustomerGroupsController_create",
"parameters": [],
"responses": {
"201": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "新建客户组",
"tags": [
"client-customer-groups"
]
}
},
"/api/v1/customer-groups/{id}": {
"get": {
"operationId": "CustomerGroupsController_detail",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "客户组详情与成员",
"tags": [
"client-customer-groups"
]
},
"patch": {
"operationId": "CustomerGroupsController_update",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "更新客户组名称 / 说明",
"tags": [
"client-customer-groups"
]
},
"delete": {
"operationId": "CustomerGroupsController_remove",
"parameters": [],
"responses": {
"204": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "删除客户组(被角色数据范围引用时拒绝)",
"tags": [
"client-customer-groups"
]
}
},
"/api/v1/customer-groups/{id}/members": {
"post": {
"operationId": "CustomerGroupsController_updateMembers",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "批量添加 / 移除成员(幂等)",
"tags": [
"client-customer-groups"
]
}
},
"/api/v1/customer-fields": {
"get": {
"operationId": "CustomerFieldsController_list",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "字段审批队列(待审批 / 已生效 / 已驳回)",
"tags": [
"client-customer-fields"
]
}
},
"/api/v1/customer-fields/{id}/approve": {
"post": {
"operationId": "CustomerFieldsController_approve",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "审批客户级字段(通过 / 驳回;驳回原因必填)",
"tags": [
"client-customer-fields"
]
}
},
"/api/v1/customers/{id}/fields": {
"get": {
"operationId": "CustomerFieldsOfCustomerController_list",
"parameters": [],
"responses": {
"200": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "客户级字段列表(基础字段在 customers.custom_fields)",
"tags": [
"client-customer-fields"
]
},
"post": {
"operationId": "CustomerFieldsOfCustomerController_apply",
"parameters": [],
"responses": {
"201": {
"description": ""
}
},
"security": [
{
"bearer": []
}
],
"summary": "申请客户级字段(进入生成字段需审批;每客户 ≤ 5)",
"tags": [
"client-customer-fields"
]
}
},
"/health": { "/health": {
"get": { "get": {
"description": "真实检查 PostgreSQL 与 Redis;任一不可用返回 503 与统一错误体。", "description": "真实检查 PostgreSQL 与 Redis;任一不可用返回 503 与统一错误体。",
+1
View File
@@ -4,6 +4,7 @@ export * from './errors/codes.js';
export * from './naming.js'; export * from './naming.js';
export * from './permissions.js'; export * from './permissions.js';
export * from './schemas/api.js'; export * from './schemas/api.js';
export * from './schemas/client.js';
export * from './schemas/common.js'; export * from './schemas/common.js';
export * from './schemas/identity.js'; export * from './schemas/identity.js';
export * from './schemas/roles.js'; export * from './schemas/roles.js';
+192
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@@ -0,0 +1,192 @@
import { describe, expect, it } from 'vitest';
import {
applyCustomerFieldInputSchema,
approveCustomerFieldInputSchema,
createCustomerGroupInputSchema,
createCustomerInputSchema,
createIndustryInputSchema,
customerFieldCodeSchema,
customerFieldListQuerySchema,
customerGroupListQuerySchema,
customerListQuerySchema,
customerNameSchema,
customerShortNameSchema,
industryListQuerySchema,
setCustomerGroupsInputSchema,
setCustomerStatusInputSchema,
setIndustryStatusInputSchema,
transferCustomerInputSchema,
updateCustomerGroupInputSchema,
updateCustomerGroupMembersInputSchema,
updateCustomerInputSchema,
updateIndustryInputSchema,
} from './client.js';
const ULID = '01HZZZZZZZZZZZZZZZZZZZZZZ1';
const ULID2 = '01HZZZZZZZZZZZZZZZZZZZZZZ2';
describe('行业契约', () => {
it('新建:一级 parentId 缺省、默认排序;二级必须带 parentId', () => {
expect(createIndustryInputSchema.parse({ name: '电商' })).toEqual({
name: '电商',
sortOrder: 10,
remark: '',
});
expect(createIndustryInputSchema.parse({ name: '服饰', parentId: ULID })).toMatchObject({
parentId: ULID,
});
expect(createIndustryInputSchema.safeParse({ name: '电' }).success).toBe(false);
expect(createIndustryInputSchema.safeParse({ name: '电商', unknown: 1 }).success).toBe(false);
});
it('更新 / 状态 / 列表查询:层级与上级不可改,状态枚举与默认分页', () => {
expect(updateIndustryInputSchema.safeParse({ parentId: ULID }).success).toBe(false);
expect(
updateIndustryInputSchema.parse({ name: '电商2', sortOrder: 20, remark: '说明' }),
).toEqual({
name: '电商2',
sortOrder: 20,
remark: '说明',
});
expect(setIndustryStatusInputSchema.safeParse({ status: 'disabled' }).success).toBe(true);
expect(setIndustryStatusInputSchema.safeParse({ status: 'deleted' }).success).toBe(false);
expect(industryListQuerySchema.parse({})).toEqual({ limit: 20, status: 'all' });
});
});
describe('客户契约', () => {
it('名称 / 简称:简称必填且限制字符', () => {
expect(customerNameSchema.safeParse(' ').success).toBe(false);
expect(customerShortNameSchema.safeParse('HJ').success).toBe(true);
expect(customerShortNameSchema.safeParse('花间集').success).toBe(true);
expect(customerShortNameSchema.safeParse('H').success).toBe(false);
expect(customerShortNameSchema.safeParse('HJ!').success).toBe(false);
});
it('新建:默认不写偏好与基础字段,未知字段拒绝', () => {
const parsed = createCustomerInputSchema.parse({
industryId: ULID,
name: '花间集',
shortName: 'HJ',
ownerUserId: ULID2,
});
expect(parsed.preferences).toBeUndefined();
expect(parsed.baseFields).toBeUndefined();
expect(
createCustomerInputSchema.safeParse({
industryId: ULID,
name: '花间集',
shortName: 'HJ',
ownerUserId: ULID2,
extra: true,
}).success,
).toBe(false);
});
it('新建:基础字段 ≤ 10,接受完整偏好', () => {
const baseFields = Array.from({ length: 11 }, (_, index) => ({
key: `k${index}`,
value: `v${index}`,
}));
expect(
createCustomerInputSchema.safeParse({
industryId: ULID,
name: '花间集',
shortName: 'HJ',
ownerUserId: ULID2,
baseFields,
}).success,
).toBe(false);
const parsed = createCustomerInputSchema.parse({
industryId: ULID,
name: '花间集',
shortName: 'HJ',
ownerUserId: ULID2,
preferences: { naming: 'n', directory: 'd', specs: ['1080×1920'], taboo: ['绝对化用语'] },
baseFields: [{ key: '门店', value: '沪-001' }],
});
expect(parsed.preferences?.specs).toHaveLength(1);
});
it('更新不接受所属行业;状态 / 转交 / 组 / 列表查询口径', () => {
expect(updateCustomerInputSchema.safeParse({ industryId: ULID }).success).toBe(false);
expect(updateCustomerInputSchema.parse({ shortName: 'HJ2' })).toEqual({ shortName: 'HJ2' });
expect(setCustomerStatusInputSchema.safeParse({ status: 'paused' }).success).toBe(true);
expect(setCustomerStatusInputSchema.safeParse({ status: 'deleted' }).success).toBe(false);
expect(transferCustomerInputSchema.parse({ ownerUserId: ULID })).toEqual({ ownerUserId: ULID });
expect(setCustomerGroupsInputSchema.parse({ groupIds: [ULID] })).toEqual({ groupIds: [ULID] });
expect(customerListQuerySchema.parse({})).toEqual({ limit: 20, status: 'all' });
expect(customerListQuerySchema.parse({ status: 'ended', industry_id: ULID })).toMatchObject({
status: 'ended',
industry_id: ULID,
});
});
});
describe('客户组契约', () => {
it('名称 / 说明 / 成员批量操作 / 列表查询', () => {
expect(createCustomerGroupInputSchema.parse({ name: '电商核心组' })).toEqual({
name: '电商核心组',
});
expect(createCustomerGroupInputSchema.safeParse({ name: '组' }).success).toBe(false);
expect(updateCustomerGroupInputSchema.parse({ description: '说明' })).toEqual({
description: '说明',
});
expect(updateCustomerGroupMembersInputSchema.parse({ addCustomerIds: [ULID] })).toEqual({
addCustomerIds: [ULID],
removeCustomerIds: [],
});
expect(customerGroupListQuerySchema.parse({})).toEqual({ limit: 20 });
});
});
describe('客户字段契约', () => {
it('编码格式:小写字母开头,字母数字下划线', () => {
expect(customerFieldCodeSchema.parse('campaign_code')).toBe('campaign_code');
expect(customerFieldCodeSchema.safeParse('Campaign').success).toBe(false);
expect(customerFieldCodeSchema.safeParse('1abc').success).toBe(false);
expect(customerFieldCodeSchema.safeParse('a').success).toBe(false);
});
it('申请:单选必须有选项,进入生成默认 false', () => {
const parsed = applyCustomerFieldInputSchema.parse({
name: '活动编码',
code: 'campaign_code',
type: 'text',
purpose: '检索',
});
expect(parsed.entersGeneration).toBe(false);
expect(parsed.options).toEqual([]);
expect(
applyCustomerFieldInputSchema.safeParse({
name: '系列',
code: 'series',
type: 'select',
purpose: '检索',
}).success,
).toBe(false);
expect(
applyCustomerFieldInputSchema.parse({
name: '系列',
code: 'series',
type: 'select',
options: ['秋冬'],
purpose: '检索',
entersGeneration: true,
}).entersGeneration,
).toBe(true);
});
it('审批:驳回必须带原因;列表状态枚举', () => {
expect(approveCustomerFieldInputSchema.safeParse({ decision: 'reject' }).success).toBe(false);
expect(approveCustomerFieldInputSchema.parse({ decision: 'reject', reason: '重复' })).toEqual({
decision: 'reject',
reason: '重复',
});
expect(approveCustomerFieldInputSchema.parse({ decision: 'approve' })).toEqual({
decision: 'approve',
});
expect(customerFieldListQuerySchema.parse({})).toEqual({ limit: 20, status: 'all' });
});
});
+437
View File
@@ -0,0 +1,437 @@
/**
* 客户与行业共享契约(A3:两级行业、客户档案与状态机、客户组、客户级字段)
* 依据:PRD R-20 / R-07、§5.4.2 / §5.4.9;技术架构 §5.3 / §5.4.1 / §6.3.2;ADR-002。
*
* 约定:
* - query 用 snake_case;写 body 用 camelCase 且 `.strict()`;
* - 行业最多两级;一级 parentId 为空,二级 parentId 指向一级;
* - 客户 `industryId` 必须指向末级行业;客户不可跨行业移动(update 不接收 industryId);
* - 基础字段 ≤ 10(JSONB 键值);进入生成字段 ≤ 5(审批通过后生效);
* - 客户状态 active 在服务 / paused 暂停 / ended 结束(结束不可逆)。
*/
import { z } from 'zod';
import { cursorPaginationQuerySchema } from './api.js';
import { isoDateTimeSchema, ulidSchema } from './common.js';
// ---------------------------------------------------------------------------
// 枚举
// ---------------------------------------------------------------------------
export const INDUSTRY_STATUSES = ['active', 'disabled'] as const;
export const industryStatusSchema = z.enum(INDUSTRY_STATUSES);
export type IndustryStatus = z.infer<typeof industryStatusSchema>;
export const industryLevelSchema = z.union([z.literal(1), z.literal(2)]);
export type IndustryLevel = z.infer<typeof industryLevelSchema>;
export const CUSTOMER_STATUSES = ['active', 'paused', 'ended'] as const;
export const customerStatusSchema = z.enum(CUSTOMER_STATUSES);
export type CustomerStatus = z.infer<typeof customerStatusSchema>;
export const CUSTOMER_FIELD_TYPES = ['text', 'number', 'date', 'select'] as const;
export const customerFieldTypeSchema = z.enum(CUSTOMER_FIELD_TYPES);
export type CustomerFieldType = z.infer<typeof customerFieldTypeSchema>;
export const CUSTOMER_FIELD_STATUSES = ['pending', 'active', 'rejected', 'disabled'] as const;
export const customerFieldStatusSchema = z.enum(CUSTOMER_FIELD_STATUSES);
export type CustomerFieldStatus = z.infer<typeof customerFieldStatusSchema>;
/** 上限:只存系统配置前的共享常量(A4 迁入 system_configs,R-26) */
export const CUSTOMER_BASE_FIELD_LIMIT = 10;
export const CUSTOMER_GEN_FIELD_LIMIT = 5;
// ---------------------------------------------------------------------------
// 行业
// ---------------------------------------------------------------------------
export const industryNameSchema = z
.string()
.trim()
.min(2, '行业名称至少 2 个字符')
.max(20, '行业名称最多 20 个字符');
export const industrySortSchema = z.coerce.number().int().min(0).max(9999);
export const industryRemarkSchema = z.string().trim().max(200, '备注最多 200 个字符');
export const industryNodeSchema = z.object({
id: ulidSchema,
parentId: ulidSchema.nullable(),
level: industryLevelSchema,
name: z.string().min(1),
sortOrder: z.number().int(),
status: industryStatusSchema,
remark: z.string(),
customerCount: z.number().int().nonnegative(),
assetCount: z.number().int().nonnegative(),
updatedAt: isoDateTimeSchema,
});
export type IndustryNode = z.infer<typeof industryNodeSchema>;
export const industryTreeItemSchema = industryNodeSchema.extend({
children: z.array(industryNodeSchema),
});
export type IndustryTreeItem = z.infer<typeof industryTreeItemSchema>;
/** 行业引用信息:删除 / 停用前的引用清单 */
export const industryReferencesSchema = z.object({
childCount: z.number().int().nonnegative(),
activeChildCount: z.number().int().nonnegative(),
customerCount: z.number().int().nonnegative(),
customers: z.array(z.object({ id: ulidSchema, name: z.string(), status: customerStatusSchema })),
assetCount: z.number().int().nonnegative(),
});
export type IndustryReferences = z.infer<typeof industryReferencesSchema>;
export const industryDetailSchema = industryNodeSchema.extend({
parentName: z.string().nullable(),
references: industryReferencesSchema,
});
export type IndustryDetail = z.infer<typeof industryDetailSchema>;
export const industryListQuerySchema = cursorPaginationQuerySchema.extend({
keyword: z.string().trim().max(64).optional(),
status: z.enum(['all', 'active', 'disabled']).default('all'),
parent_id: ulidSchema.optional(),
});
export type IndustryListQuery = z.infer<typeof industryListQuerySchema>;
export const createIndustryInputSchema = z
.object({
name: industryNameSchema,
parentId: ulidSchema.nullable().optional(),
sortOrder: industrySortSchema.default(10),
remark: industryRemarkSchema.default(''),
})
.strict();
export type CreateIndustryInput = z.infer<typeof createIndustryInputSchema>;
/** 行业层级与上级不可变;名称 / 排序 / 备注可改(状态走独立接口) */
export const updateIndustryInputSchema = z
.object({
name: industryNameSchema.optional(),
sortOrder: industrySortSchema.optional(),
remark: industryRemarkSchema.optional(),
})
.strict();
export type UpdateIndustryInput = z.infer<typeof updateIndustryInputSchema>;
export const setIndustryStatusInputSchema = z
.object({
status: industryStatusSchema,
})
.strict();
export type SetIndustryStatusInput = z.infer<typeof setIndustryStatusInputSchema>;
// ---------------------------------------------------------------------------
// 客户
// ---------------------------------------------------------------------------
export const customerNameSchema = z
.string()
.trim()
.min(1, '请输入客户名称')
.max(128, '客户名称最多 128 个字符');
/** 简称用于全部自动命名:中文 / 字母 / 数字 / 下划线 / 短横线,2–20 字符 */
export const customerShortNameSchema = z
.string()
.trim()
.min(2, '客户简称至少 2 个字符')
.max(20, '客户简称最多 20 个字符')
.regex(/^[\u4e00-\u9fa5A-Za-z0-9_-]+$/, '客户简称只能包含中文、字母、数字、下划线或短横线');
export const customerContactNameSchema = z.string().trim().max(32).optional();
export const customerContactPhoneSchema = z.string().trim().max(32).optional();
export const customerRemarkSchema = z.string().trim().max(500).optional();
export const customerPreferencesSchema = z
.object({
naming: z.string().trim().max(120).default(''),
directory: z.string().trim().max(200).default(''),
specs: z.array(z.string().trim().max(32)).max(10).default([]),
taboo: z.array(z.string().trim().max(32)).max(20).default([]),
})
.strict();
export type CustomerPreferences = z.infer<typeof customerPreferencesSchema>;
export const baseFieldSchema = z
.object({
key: z.string().trim().min(1, '字段键不能为空').max(32),
value: z.string().trim().max(200),
})
.strict();
export type BaseField = z.infer<typeof baseFieldSchema>;
export const customerGroupRefSchema = z.object({
id: ulidSchema,
name: z.string().min(1),
});
export type CustomerGroupRef = z.infer<typeof customerGroupRefSchema>;
export const customerFieldSchema = z.object({
id: ulidSchema,
customerId: ulidSchema,
name: z.string().min(1),
code: z.string().min(1),
type: customerFieldTypeSchema,
options: z.array(z.string()).default([]),
purpose: z.string(),
entersGeneration: z.boolean(),
status: customerFieldStatusSchema,
applicantName: z.string(),
approverName: z.string().nullable(),
appliedAt: isoDateTimeSchema,
approvedAt: isoDateTimeSchema.nullable(),
rejectReason: z.string().nullable(),
});
export type CustomerField = z.infer<typeof customerFieldSchema>;
/** 审批队列列表项:附带客户上下文,避免前端再逐条查客户 */
export const customerFieldListItemSchema = customerFieldSchema.extend({
customerName: z.string().min(1),
customerShortName: z.string().min(1),
industryPath: z.string().min(1),
});
export type CustomerFieldListItem = z.infer<typeof customerFieldListItemSchema>;
export const customerSummarySchema = z.object({
id: ulidSchema,
name: z.string().min(1),
shortName: z.string().min(1),
industryId: ulidSchema,
industryName: z.string().min(1),
industryPath: z.string().min(1),
status: customerStatusSchema,
ownerUserId: ulidSchema,
ownerName: z.string().min(1),
groups: z.array(customerGroupRefSchema),
baseFieldCount: z.number().int().nonnegative(),
genFieldCount: z.number().int().nonnegative(),
updatedAt: isoDateTimeSchema,
});
export type CustomerSummary = z.infer<typeof customerSummarySchema>;
export const customerDetailSchema = customerSummarySchema.extend({
contactName: z.string().nullable(),
contactPhone: z.string().nullable(),
preferences: customerPreferencesSchema,
baseFields: z.array(baseFieldSchema),
fields: z.array(customerFieldSchema),
remark: z.string().nullable(),
createdAt: isoDateTimeSchema,
});
export type CustomerDetail = z.infer<typeof customerDetailSchema>;
export const customerListQuerySchema = cursorPaginationQuerySchema.extend({
keyword: z.string().trim().max(64).optional(),
industry_id: ulidSchema.optional(),
status: z.enum(['all', 'active', 'paused', 'ended']).default('all'),
owner_user_id: ulidSchema.optional(),
group_id: ulidSchema.optional(),
});
export type CustomerListQuery = z.infer<typeof customerListQuerySchema>;
export const createCustomerInputSchema = z
.object({
industryId: ulidSchema,
name: customerNameSchema,
shortName: customerShortNameSchema,
ownerUserId: ulidSchema,
contactName: customerContactNameSchema,
contactPhone: customerContactPhoneSchema,
preferences: customerPreferencesSchema.optional(),
baseFields: z.array(baseFieldSchema).max(CUSTOMER_BASE_FIELD_LIMIT).optional(),
remark: customerRemarkSchema,
})
.strict();
export type CreateCustomerInput = z.infer<typeof createCustomerInputSchema>;
/** 所属行业不可修改(客户不可跨行业移动),状态走独立接口 */
export const updateCustomerInputSchema = z
.object({
name: customerNameSchema.optional(),
shortName: customerShortNameSchema.optional(),
ownerUserId: ulidSchema.optional(),
contactName: customerContactNameSchema,
contactPhone: customerContactPhoneSchema,
preferences: customerPreferencesSchema.optional(),
baseFields: z.array(baseFieldSchema).max(CUSTOMER_BASE_FIELD_LIMIT).optional(),
remark: customerRemarkSchema,
})
.strict();
export type UpdateCustomerInput = z.infer<typeof updateCustomerInputSchema>;
export const setCustomerStatusInputSchema = z
.object({
status: customerStatusSchema,
})
.strict();
export type SetCustomerStatusInput = z.infer<typeof setCustomerStatusInputSchema>;
export const transferCustomerInputSchema = z
.object({
ownerUserId: ulidSchema,
})
.strict();
export type TransferCustomerInput = z.infer<typeof transferCustomerInputSchema>;
// ---------------------------------------------------------------------------
// 客户组
// ---------------------------------------------------------------------------
export const customerGroupNameSchema = z
.string()
.trim()
.min(2, '客户组名称至少 2 个字符')
.max(64, '客户组名称最多 64 个字符');
export const customerGroupDescSchema = z.string().trim().max(255).default('');
export const customerGroupSummarySchema = z.object({
id: ulidSchema,
name: z.string().min(1),
description: z.string(),
memberCount: z.number().int().nonnegative(),
updatedAt: isoDateTimeSchema,
});
export type CustomerGroupSummary = z.infer<typeof customerGroupSummarySchema>;
export const customerGroupDetailSchema = customerGroupSummarySchema.extend({
members: z.array(
z.object({
id: ulidSchema,
name: z.string(),
shortName: z.string(),
industryPath: z.string(),
status: customerStatusSchema,
ownerName: z.string(),
}),
),
});
export type CustomerGroupDetail = z.infer<typeof customerGroupDetailSchema>;
export const customerGroupListQuerySchema = cursorPaginationQuerySchema.extend({
keyword: z.string().trim().max(64).optional(),
});
export type CustomerGroupListQuery = z.infer<typeof customerGroupListQuerySchema>;
export const createCustomerGroupInputSchema = z
.object({
name: customerGroupNameSchema,
description: customerGroupDescSchema.optional(),
customerIds: z.array(ulidSchema).max(500).optional(),
})
.strict();
export type CreateCustomerGroupInput = z.infer<typeof createCustomerGroupInputSchema>;
export const updateCustomerGroupInputSchema = z
.object({
name: customerGroupNameSchema.optional(),
description: customerGroupDescSchema.optional(),
})
.strict();
export type UpdateCustomerGroupInput = z.infer<typeof updateCustomerGroupInputSchema>;
export const updateCustomerGroupMembersInputSchema = z
.object({
addCustomerIds: z.array(ulidSchema).max(500).default([]),
removeCustomerIds: z.array(ulidSchema).max(500).default([]),
})
.strict();
export type UpdateCustomerGroupMembersInput = z.infer<typeof updateCustomerGroupMembersInputSchema>;
export const setCustomerGroupsInputSchema = z
.object({
groupIds: z.array(ulidSchema).max(50),
})
.strict();
export type SetCustomerGroupsInput = z.infer<typeof setCustomerGroupsInputSchema>;
// ---------------------------------------------------------------------------
// 客户级字段
// ---------------------------------------------------------------------------
export const customerFieldCodeSchema = z
.string()
.trim()
.min(2, '字段编码至少 2 个字符')
.max(32, '字段编码最多 32 个字符')
.regex(/^[a-z][a-z0-9_]{1,31}$/, '字段编码需小写字母开头,只能包含小写字母、数字与下划线');
export const customerFieldNameSchema = z
.string()
.trim()
.min(1, '请输入字段名称')
.max(32, '字段名称最多 32 个字符');
export const customerFieldPurposeSchema = z
.string()
.trim()
.min(1, '请填写用途说明')
.max(200, '用途说明最多 200 个字符');
export const applyCustomerFieldInputSchema = z
.object({
name: customerFieldNameSchema,
code: customerFieldCodeSchema,
type: customerFieldTypeSchema,
options: z.array(z.string().trim().min(1).max(32)).max(20).default([]),
purpose: customerFieldPurposeSchema,
entersGeneration: z.boolean().default(false),
})
.strict()
.refine((input) => input.type !== 'select' || input.options.length > 0, {
message: '单选字段至少提供一个选项',
path: ['options'],
});
export type ApplyCustomerFieldInput = z.infer<typeof applyCustomerFieldInputSchema>;
export const approveCustomerFieldInputSchema = z
.object({
decision: z.enum(['approve', 'reject']),
reason: z.string().trim().max(200).optional(),
})
.strict()
.refine((input) => input.decision !== 'reject' || (input.reason ?? '').length > 0, {
message: '驳回时必须填写原因',
path: ['reason'],
});
export type ApproveCustomerFieldInput = z.infer<typeof approveCustomerFieldInputSchema>;
export const customerFieldListQuerySchema = cursorPaginationQuerySchema.extend({
customer_id: ulidSchema.optional(),
status: z.enum(['all', 'pending', 'active', 'rejected', 'disabled']).default('all'),
});
export type CustomerFieldListQuery = z.infer<typeof customerFieldListQuerySchema>;
+4 -3
View File
@@ -50,12 +50,13 @@ pnpm db:seed # 只跑种子;幂等,不覆盖已有密码
- A1 记录的角色 / 用户种子已延续;A2 在其上补齐权限点目录、特殊权限口径(默认关闭、显式授予)与六类数据范围。 - A1 记录的角色 / 用户种子已延续;A2 在其上补齐权限点目录、特殊权限口径(默认关闭、显式授予)与六类数据范围。
- 角色权限数按原型 `design/a2-ui-v1/brief.md` 对齐(12/9/4/2/4/3/5/4/5,特殊授予 8 项);用户仍为 A1 的 11 个示例账号,原型「绑定用户 28 名」属 UI 示例数据,未扩种用户。 - 角色权限数按原型 `design/a2-ui-v1/brief.md` 对齐(12/9/4/2/4/3/5/4/5,特殊授予 8 项);用户仍为 A1 的 11 个示例账号,原型「绑定用户 28 名」属 UI 示例数据,未扩种用户。
- 字典(A4)、客户 / 客户组(A3)、行业包(A3)仍留待后续批次建表,不在本种子内。 - A3 起新增客户与行业种子:两级行业「电商(服饰鞋包 / 美妆个护)」「金融(信贷)」、客户「花间集 / 素研」、客户组「电商核心组」、4 条客户级字段(1 条待审批);按业务唯一键幂等写入,不覆盖人工调整。
- `data_scopes` 只存角色声明的范围与授权对象;解析后的可见客户集合由 `CustomerDirectory` 端口在请求期计算,A3 前为空集(种子不写客户 id)。 - 字典(A4)、行业包(B0)仍留待后续批次建表,不在本种子内。
- `data_scopes` 只存角色声明的范围与授权对象;A3 起由真实 `CustomerDirectory` 在请求期解析(客户负责人 / 客户组 / 部门 / 创建人),种子不写解析结果。
- 原有的 `Q-A0-01`(种子验收与建表顺序冲突)已随 A1 建表解除。 - 原有的 `Q-A0-01`(种子验收与建表顺序冲突)已随 A1 建表解除。
## 已知限制 ## 已知限制
- 客户数据(客户、客户组)属 A3,客户转交接口当前返回占位错误 `42201`(`客户转交将在客户模块(A3)提供`),种子不含客户;`customer_groups` 范围暂无可指向的客户组。 - 客户转交已由 A3 client 模块落地(`/customers/{id}/transfer` 与 `/users/{id}/transfer-customers`),不再返回占位错误;客户组范围可指向种子客户组。
- 审计表属 A5,`@Audit` 当前写结构化日志(含前后值与影响用户数);A5 落库后在此扩展日志 + 审计表双写。 - 审计表属 A5,`@Audit` 当前写结构化日志(含前后值与影响用户数);A5 落库后在此扩展日志 + 审计表双写。
- `outbox_events` 已写入 `role.permissions.changed` 占位事件(角色新建 / 更新 / 停用 / 删除),通知投递随 A5 / 任务中心接入。 - `outbox_events` 已写入 `role.permissions.changed` 占位事件(角色新建 / 更新 / 停用 / 删除),通知投递随 A5 / 任务中心接入。
@@ -0,0 +1,157 @@
-- CreateEnum
CREATE TYPE "IndustryStatus" AS ENUM ('ACTIVE', 'DISABLED');
-- CreateEnum
CREATE TYPE "CustomerStatus" AS ENUM ('ACTIVE', 'PAUSED', 'ENDED');
-- CreateEnum
CREATE TYPE "CustomerFieldStatus" AS ENUM ('PENDING', 'ACTIVE', 'REJECTED', 'DISABLED');
-- CreateTable
CREATE TABLE "industries" (
"id" CHAR(26) NOT NULL,
"parent_id" CHAR(26),
"level" INTEGER NOT NULL DEFAULT 1,
"name" VARCHAR(64) NOT NULL,
"sort_order" INTEGER NOT NULL DEFAULT 10,
"status" "IndustryStatus" NOT NULL DEFAULT 'ACTIVE',
"remark" VARCHAR(200) NOT NULL DEFAULT '',
"created_at" TIMESTAMPTZ(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMPTZ(3) NOT NULL,
CONSTRAINT "industries_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "customers" (
"id" CHAR(26) NOT NULL,
"industry_id" CHAR(26) NOT NULL,
"name" VARCHAR(128) NOT NULL,
"short_name" VARCHAR(32) NOT NULL,
"status" "CustomerStatus" NOT NULL DEFAULT 'ACTIVE',
"owner_user_id" CHAR(26) NOT NULL,
"contact_name" VARCHAR(32),
"contact_phone" VARCHAR(32),
"preferences" JSONB NOT NULL DEFAULT '{}',
"custom_fields" JSONB NOT NULL DEFAULT '[]',
"remark" VARCHAR(500),
"created_by" CHAR(26),
"created_at" TIMESTAMPTZ(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMPTZ(3) NOT NULL,
"deleted_at" TIMESTAMPTZ(3),
CONSTRAINT "customers_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "customer_groups" (
"id" CHAR(26) NOT NULL,
"name" VARCHAR(64) NOT NULL,
"description" VARCHAR(255) NOT NULL DEFAULT '',
"created_by" CHAR(26),
"created_at" TIMESTAMPTZ(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMPTZ(3) NOT NULL,
CONSTRAINT "customer_groups_pkey" PRIMARY KEY ("id")
);
-- CreateTable
CREATE TABLE "customer_group_members" (
"group_id" CHAR(26) NOT NULL,
"customer_id" CHAR(26) NOT NULL,
"created_at" TIMESTAMPTZ(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT "customer_group_members_pkey" PRIMARY KEY ("group_id","customer_id")
);
-- CreateTable
CREATE TABLE "customer_fields" (
"id" CHAR(26) NOT NULL,
"customer_id" CHAR(26) NOT NULL,
"name" VARCHAR(32) NOT NULL,
"code" VARCHAR(32) NOT NULL,
"type" VARCHAR(16) NOT NULL,
"options" JSONB NOT NULL DEFAULT '[]',
"purpose" VARCHAR(200) NOT NULL,
"enters_generation" BOOLEAN NOT NULL DEFAULT false,
"status" "CustomerFieldStatus" NOT NULL DEFAULT 'PENDING',
"applicant_user_id" CHAR(26) NOT NULL,
"approver_user_id" CHAR(26),
"applied_at" TIMESTAMPTZ(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"approved_at" TIMESTAMPTZ(3),
"reject_reason" VARCHAR(200),
"created_at" TIMESTAMPTZ(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
"updated_at" TIMESTAMPTZ(3) NOT NULL,
CONSTRAINT "customer_fields_pkey" PRIMARY KEY ("id")
);
-- CreateIndex
CREATE INDEX "industries_parent_id_sort_order_idx" ON "industries"("parent_id", "sort_order");
-- CreateIndex
CREATE INDEX "industries_level_status_idx" ON "industries"("level", "status");
-- CreateIndex
CREATE INDEX "customers_owner_user_id_status_idx" ON "customers"("owner_user_id", "status");
-- CreateIndex
CREATE INDEX "customers_status_updated_at_idx" ON "customers"("status", "updated_at");
-- CreateIndex
CREATE INDEX "customers_deleted_at_idx" ON "customers"("deleted_at");
-- CreateIndex
CREATE UNIQUE INDEX "customers_industry_id_name_key" ON "customers"("industry_id", "name");
-- CreateIndex
CREATE UNIQUE INDEX "customer_groups_name_key" ON "customer_groups"("name");
-- CreateIndex
CREATE INDEX "customer_group_members_customer_id_idx" ON "customer_group_members"("customer_id");
-- CreateIndex
CREATE INDEX "customer_fields_status_applied_at_idx" ON "customer_fields"("status", "applied_at");
-- CreateIndex
CREATE INDEX "customer_fields_customer_id_status_idx" ON "customer_fields"("customer_id", "status");
-- CreateIndex
CREATE UNIQUE INDEX "customer_fields_customer_id_code_key" ON "customer_fields"("customer_id", "code");
-- AddForeignKey
ALTER TABLE "industries" ADD CONSTRAINT "industries_parent_id_fkey" FOREIGN KEY ("parent_id") REFERENCES "industries"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customers" ADD CONSTRAINT "customers_industry_id_fkey" FOREIGN KEY ("industry_id") REFERENCES "industries"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customers" ADD CONSTRAINT "customers_owner_user_id_fkey" FOREIGN KEY ("owner_user_id") REFERENCES "users"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customers" ADD CONSTRAINT "customers_created_by_fkey" FOREIGN KEY ("created_by") REFERENCES "users"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customer_group_members" ADD CONSTRAINT "customer_group_members_group_id_fkey" FOREIGN KEY ("group_id") REFERENCES "customer_groups"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customer_group_members" ADD CONSTRAINT "customer_group_members_customer_id_fkey" FOREIGN KEY ("customer_id") REFERENCES "customers"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customer_fields" ADD CONSTRAINT "customer_fields_customer_id_fkey" FOREIGN KEY ("customer_id") REFERENCES "customers"("id") ON DELETE CASCADE ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customer_fields" ADD CONSTRAINT "customer_fields_applicant_user_id_fkey" FOREIGN KEY ("applicant_user_id") REFERENCES "users"("id") ON DELETE RESTRICT ON UPDATE CASCADE;
-- AddForeignKey
ALTER TABLE "customer_fields" ADD CONSTRAINT "customer_fields_approver_user_id_fkey" FOREIGN KEY ("approver_user_id") REFERENCES "users"("id") ON DELETE SET NULL ON UPDATE CASCADE;
-- A3 / ADR-002:行业名称唯一性(一级全局唯一,二级同父唯一)与两级结构校验
CREATE UNIQUE INDEX "industries_root_name_key" ON "industries"("name") WHERE "parent_id" IS NULL;
CREATE UNIQUE INDEX "industries_child_name_key" ON "industries"("parent_id", "name") WHERE "parent_id" IS NOT NULL;
ALTER TABLE "industries"
ADD CONSTRAINT "industries_level_check"
CHECK (("parent_id" IS NULL AND "level" = 1) OR ("parent_id" IS NOT NULL AND "level" = 2));
ALTER TABLE "industries"
ADD CONSTRAINT "industries_no_self_parent_check" CHECK ("id" <> "parent_id");
+172 -35
View File
@@ -15,16 +15,16 @@ datasource db {
/// 事务性发件箱:领域事件先落库,再由 worker 投递(技术架构 §5.3) /// 事务性发件箱:领域事件先落库,再由 worker 投递(技术架构 §5.3)
model OutboxEvent { model OutboxEvent {
id String @id @db.Char(26) id String @id @db.Char(26)
aggregateType String @map("aggregate_type") @db.VarChar(64) aggregateType String @map("aggregate_type") @db.VarChar(64)
aggregateId String @map("aggregate_id") @db.Char(26) aggregateId String @map("aggregate_id") @db.Char(26)
eventType String @map("event_type") @db.VarChar(128) eventType String @map("event_type") @db.VarChar(128)
payloadJson Json @map("payload_json") @db.JsonB payloadJson Json @map("payload_json") @db.JsonB
traceId String? @map("trace_id") @db.VarChar(64) traceId String? @map("trace_id") @db.VarChar(64)
occurredAt DateTime @default(now()) @map("occurred_at") @db.Timestamptz(3) occurredAt DateTime @default(now()) @map("occurred_at") @db.Timestamptz(3)
publishedAt DateTime? @map("published_at") @db.Timestamptz(3) publishedAt DateTime? @map("published_at") @db.Timestamptz(3)
attempts Int @default(0) attempts Int @default(0)
lastError String? @map("last_error") @db.Text lastError String? @map("last_error") @db.Text
@@index([publishedAt, occurredAt]) @@index([publishedAt, occurredAt])
@@index([aggregateType, aggregateId]) @@index([aggregateType, aggregateId])
@@ -33,14 +33,14 @@ model OutboxEvent {
/// 请求幂等键:任务提交必须带 Idempotency-Key(TTL 24h) /// 请求幂等键:任务提交必须带 Idempotency-Key(TTL 24h)
model IdempotencyKey { model IdempotencyKey {
id String @id @db.Char(26) id String @id @db.Char(26)
scope String @db.VarChar(64) scope String @db.VarChar(64)
key String @db.VarChar(128) key String @db.VarChar(128)
requestHash String @map("request_hash") @db.VarChar(64) requestHash String @map("request_hash") @db.VarChar(64)
responseStatus Int? @map("response_status") responseStatus Int? @map("response_status")
responseBody Json? @map("response_body") @db.JsonB responseBody Json? @map("response_body") @db.JsonB
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3) createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
expiresAt DateTime @map("expires_at") @db.Timestamptz(3) expiresAt DateTime @map("expires_at") @db.Timestamptz(3)
@@unique([scope, key]) @@unique([scope, key])
@@index([expiresAt]) @@index([expiresAt])
@@ -49,7 +49,7 @@ model IdempotencyKey {
/// 部门:两级组织(一级部门 → 小组),父子用 parent_id 关联(A1 identity) /// 部门:两级组织(一级部门 → 小组),父子用 parent_id 关联(A1 identity)
model Department { model Department {
id String @id @db.Char(26) id String @id @db.Char(26)
code String @unique @db.VarChar(64) code String @unique @db.VarChar(64)
name String @db.VarChar(64) name String @db.VarChar(64)
parentId String? @map("parent_id") @db.Char(26) parentId String? @map("parent_id") @db.Char(26)
@@ -61,8 +61,8 @@ model Department {
parent Department? @relation("DepartmentTree", fields: [parentId], references: [id]) parent Department? @relation("DepartmentTree", fields: [parentId], references: [id])
children Department[] @relation("DepartmentTree") children Department[] @relation("DepartmentTree")
leader User? @relation("DepartmentLeader", fields: [leaderUserId], references: [id]) leader User? @relation("DepartmentLeader", fields: [leaderUserId], references: [id])
users User[] @relation("UserDepartment") users User[] @relation("UserDepartment")
@@unique([parentId, name]) @@unique([parentId, name])
@@index([parentId, sortOrder]) @@index([parentId, sortOrder])
@@ -94,10 +94,14 @@ model User {
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3) createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3) updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3)
department Department @relation("UserDepartment", fields: [departmentId], references: [id]) department Department @relation("UserDepartment", fields: [departmentId], references: [id])
roles UserRole[] roles UserRole[]
refreshTokens RefreshToken[] refreshTokens RefreshToken[]
ledDepartments Department[] @relation("DepartmentLeader") ledDepartments Department[] @relation("DepartmentLeader")
ownedCustomers Customer[] @relation("CustomerOwner")
createdCustomers Customer[] @relation("CustomerCreator")
appliedCustomerFields CustomerField[] @relation("CustomerFieldApplicant")
approvedCustomerFields CustomerField[] @relation("CustomerFieldApprover")
@@index([departmentId, status]) @@index([departmentId, status])
@@index([status, lastLoginAt]) @@index([status, lastLoginAt])
@@ -211,16 +215,149 @@ model RefreshToken {
/// 系统配置:阈值 / 上限类数字唯一存放处(PRD R-26),带版本与变更审计 /// 系统配置:阈值 / 上限类数字唯一存放处(PRD R-26),带版本与变更审计
model SystemConfig { model SystemConfig {
id String @id @db.Char(26) id String @id @db.Char(26)
configKey String @unique @map("config_key") @db.VarChar(128) configKey String @unique @map("config_key") @db.VarChar(128)
configValue Json @map("config_value") @db.JsonB configValue Json @map("config_value") @db.JsonB
valueType String @map("value_type") @db.VarChar(16) valueType String @map("value_type") @db.VarChar(16)
description String @default("") @db.VarChar(255) description String @default("") @db.VarChar(255)
version Int @default(1) version Int @default(1)
isEditable Boolean @default(true) @map("is_editable") isEditable Boolean @default(true) @map("is_editable")
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3) createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3) updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3)
updatedBy String? @map("updated_by") @db.Char(26) updatedBy String? @map("updated_by") @db.Char(26)
@@map("system_configs") @@map("system_configs")
} }
// ---------------------------------------------------------------------------
// A3 客户与行业(client 模块;ADR-002 两级行业)
// ---------------------------------------------------------------------------
enum IndustryStatus {
ACTIVE
DISABLED
}
/// 行业两级树:一级 parent_id 为空,二级 parent_id 指向一级;最多两级。
/// 名称唯一性由迁移中的部分唯一索引保证:一级全局唯一、二级同父唯一。
model Industry {
id String @id @db.Char(26)
parentId String? @map("parent_id") @db.Char(26)
level Int @default(1)
name String @db.VarChar(64)
sortOrder Int @default(10) @map("sort_order")
status IndustryStatus @default(ACTIVE)
remark String @default("") @db.VarChar(200)
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3)
parent Industry? @relation("IndustryTree", fields: [parentId], references: [id], onDelete: Restrict)
children Industry[] @relation("IndustryTree")
customers Customer[]
@@index([parentId, sortOrder])
@@index([level, status])
@@map("industries")
}
enum CustomerStatus {
ACTIVE
PAUSED
ENDED
}
/// 客户:隔离单元;industry_id 必须指向末级行业;软删除保留历史。
model Customer {
id String @id @db.Char(26)
industryId String @map("industry_id") @db.Char(26)
name String @db.VarChar(128)
shortName String @map("short_name") @db.VarChar(32)
status CustomerStatus @default(ACTIVE)
ownerUserId String @map("owner_user_id") @db.Char(26)
contactName String? @map("contact_name") @db.VarChar(32)
contactPhone String? @map("contact_phone") @db.VarChar(32)
preferences Json @default("{}") @db.JsonB
customFields Json @default("[]") @map("custom_fields") @db.JsonB
remark String? @db.VarChar(500)
createdBy String? @map("created_by") @db.Char(26)
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3)
deletedAt DateTime? @map("deleted_at") @db.Timestamptz(3)
industry Industry @relation(fields: [industryId], references: [id], onDelete: Restrict)
owner User @relation("CustomerOwner", fields: [ownerUserId], references: [id], onDelete: Restrict)
creator User? @relation("CustomerCreator", fields: [createdBy], references: [id], onDelete: SetNull)
groupMembers CustomerGroupMember[]
fields CustomerField[]
@@unique([industryId, name])
@@index([ownerUserId, status])
@@index([status, updatedAt])
@@index([deletedAt])
@@map("customers")
}
/// 客户组:授权与数据范围的最小单位。
model CustomerGroup {
id String @id @db.Char(26)
name String @unique @db.VarChar(64)
description String @default("") @db.VarChar(255)
createdBy String? @map("created_by") @db.Char(26)
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3)
members CustomerGroupMember[]
@@map("customer_groups")
}
/// 客户组 ↔ 客户(复合主键)
model CustomerGroupMember {
groupId String @map("group_id") @db.Char(26)
customerId String @map("customer_id") @db.Char(26)
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
group CustomerGroup @relation(fields: [groupId], references: [id], onDelete: Cascade)
customer Customer @relation(fields: [customerId], references: [id], onDelete: Cascade)
@@id([groupId, customerId])
@@index([customerId])
@@map("customer_group_members")
}
enum CustomerFieldStatus {
PENDING
ACTIVE
REJECTED
DISABLED
}
/// 客户级字段:只有 enters_generation=true 的字段需要审批;
/// 基础字段存 customers.custom_fields(JSONB),不进入本表。
model CustomerField {
id String @id @db.Char(26)
customerId String @map("customer_id") @db.Char(26)
name String @db.VarChar(32)
code String @db.VarChar(32)
type String @db.VarChar(16)
options Json @default("[]") @db.JsonB
purpose String @db.VarChar(200)
entersGeneration Boolean @default(false) @map("enters_generation")
status CustomerFieldStatus @default(PENDING)
applicantUserId String @map("applicant_user_id") @db.Char(26)
approverUserId String? @map("approver_user_id") @db.Char(26)
appliedAt DateTime @default(now()) @map("applied_at") @db.Timestamptz(3)
approvedAt DateTime? @map("approved_at") @db.Timestamptz(3)
rejectReason String? @map("reject_reason") @db.VarChar(200)
createdAt DateTime @default(now()) @map("created_at") @db.Timestamptz(3)
updatedAt DateTime @updatedAt @map("updated_at") @db.Timestamptz(3)
customer Customer @relation(fields: [customerId], references: [id], onDelete: Cascade)
applicant User @relation("CustomerFieldApplicant", fields: [applicantUserId], references: [id], onDelete: Restrict)
approver User? @relation("CustomerFieldApprover", fields: [approverUserId], references: [id], onDelete: SetNull)
@@unique([customerId, code])
@@index([status, appliedAt])
@@index([customerId, status])
@@map("customer_fields")
}
+222
View File
@@ -9,6 +9,7 @@ import { randomBytes } from 'node:crypto';
import { existsSync } from 'node:fs'; import { existsSync } from 'node:fs';
import { resolve } from 'node:path'; import { resolve } from 'node:path';
import type { Prisma } from '@prisma/client';
import { PrismaClient, type RoleStatus, type UserStatus } from '@prisma/client'; import { PrismaClient, type RoleStatus, type UserStatus } from '@prisma/client';
import { config as loadDotenv } from 'dotenv'; import { config as loadDotenv } from 'dotenv';
@@ -607,6 +608,226 @@ async function seedDepartmentLeaders(): Promise<void> {
console.log('[seed] 部门负责人就绪(幂等)'); console.log('[seed] 部门负责人就绪(幂等)');
} }
/**
* A3 客户与行业种子(幂等):
* - 两级行业:电商(服饰鞋包 / 美妆个护)、金融(信贷);
* - 2 个客户(花间集、素研)与 1 个客户组(电商核心组);
* - 花间集 3 条客户级字段:已生效 2(1 条进入生成 + 1 条仅检索)、待审批 1。
* 不覆盖人工调整值:按业务唯一键查找,存在则只补齐缺失关系。
*/
/* eslint-disable max-lines-per-function -- A3 种子按行业 / 客户 / 客户组 / 字段顺序幂等写入 */
async function seedClient(): Promise<void> {
const admin = await prisma.user.findUnique({ where: { account: 'admin' }, select: { id: true } });
const chen = await prisma.user.findUnique({
where: { account: 'chen.mo' },
select: { id: true },
});
const lin = await prisma.user.findUnique({
where: { account: 'lin.qing' },
select: { id: true },
});
const jiang = await prisma.user.findUnique({
where: { account: 'jiang.lan' },
select: { id: true },
});
if (admin === null || chen === null || lin === null || jiang === null) {
throw new Error('A3 种子依赖 admin / chen.mo / lin.qing / jiang.lan 账号,请先执行 A1 种子');
}
const adminId = admin.id;
async function upsertIndustry(
name: string,
parentId: string | null,
level: number,
sortOrder: number,
remark: string,
): Promise<string> {
const existing = await prisma.industry.findFirst({
where: { name, parentId },
select: { id: true },
});
if (existing !== null) return existing.id;
const id = ulid();
await prisma.industry.create({
data: { id, name, parentId, level, sortOrder, remark, status: 'ACTIVE' },
});
return id;
}
const ec = await upsertIndustry('电商', null, 1, 10, '电商行业客户,覆盖服饰、美妆等类目');
const apparel = await upsertIndustry('服饰鞋包', ec, 2, 10, '服饰、鞋履、箱包类目');
const beauty = await upsertIndustry('美妆个护', ec, 2, 20, '护肤、彩妆、个护类目');
const fin = await upsertIndustry('金融', null, 1, 20, '金融行业客户,合规要求高');
await upsertIndustry('信贷', fin, 2, 10, '消费贷、经营贷、信用卡');
async function upsertCustomer(input: {
name: string;
shortName: string;
industryId: string;
ownerUserId: string;
contactName: string;
contactPhone: string;
remark: string;
preferences: Prisma.InputJsonValue;
customFields: Prisma.InputJsonValue;
}): Promise<string> {
const existing = await prisma.customer.findFirst({
where: { industryId: input.industryId, name: input.name, deletedAt: null },
select: { id: true },
});
if (existing !== null) return existing.id;
const id = ulid();
await prisma.customer.create({
data: {
id,
industryId: input.industryId,
name: input.name,
shortName: input.shortName,
status: 'ACTIVE',
ownerUserId: input.ownerUserId,
contactName: input.contactName,
contactPhone: input.contactPhone,
preferences: input.preferences,
customFields: input.customFields,
remark: input.remark,
createdBy: adminId,
},
});
return id;
}
const huajianji = await upsertCustomer({
name: '花间集',
shortName: 'HJ',
industryId: apparel,
ownerUserId: chen.id,
contactName: '林晓',
contactPhone: '138****2210',
remark: '秋冬新品主推,素材需保留品牌金色描边。',
preferences: {
naming: '客户名_方向_日期_序号',
directory: '花间集/2026/秋冬',
specs: ['1080×1920', '1080×1080'],
taboo: ['绝对化用语', '未授权肖像'],
},
customFields: [
{ key: '门店编号', value: '沪-012' },
{ key: '内部产品代码', value: 'HJ-2026' },
],
});
const suyan = await upsertCustomer({
name: '素研',
shortName: 'SY',
industryId: beauty,
ownerUserId: lin.id,
contactName: '周航',
contactPhone: '139****8832',
remark: '以成分卖点为主,需规避医疗功效表述。',
preferences: {
naming: '客户名_产品线_日期_序号',
directory: '素研/2026/Q4',
specs: ['1080×1920'],
taboo: ['医疗功效表述'],
},
customFields: [{ key: '门店编号', value: '杭-008' }],
});
async function upsertGroup(): Promise<void> {
const existing = await prisma.customerGroup.findUnique({
where: { name: '电商核心组' },
select: { id: true },
});
const groupId = existing?.id ?? ulid();
if (existing === null) {
await prisma.customerGroup.create({
data: {
id: groupId,
name: '电商核心组',
description: '电商行业核心客户,作为数据范围授权单位',
createdBy: adminId,
},
});
}
await prisma.customerGroupMember.createMany({
data: [huajianji, suyan].map((customerId) => ({ groupId, customerId })),
skipDuplicates: true,
});
}
await upsertGroup();
const fieldSeeds = [
{
customerId: huajianji,
name: '商品系列',
code: 'series',
type: 'select',
options: ['秋冬', '春夏'],
purpose: '卖点与脚本分组,按系列匹配脚本模板',
entersGeneration: true,
status: 'ACTIVE' as const,
approverUserId: jiang.id,
},
{
customerId: huajianji,
name: '门店编号',
code: 'store_code',
type: 'text',
options: [],
purpose: '门店素材检索与报表拆分',
entersGeneration: false,
status: 'ACTIVE' as const,
approverUserId: jiang.id,
},
{
customerId: huajianji,
name: '活动编码',
code: 'campaign_code',
type: 'text',
options: [],
purpose: '活动素材命名与检索,用于区分不同投放批次',
entersGeneration: true,
status: 'PENDING' as const,
approverUserId: null,
},
{
customerId: suyan,
name: '产品线',
code: 'product_line',
type: 'select',
options: ['精华', '面霜'],
purpose: '按产品线匹配脚本方向与卖点',
entersGeneration: true,
status: 'ACTIVE' as const,
approverUserId: jiang.id,
},
];
for (const field of fieldSeeds) {
const existing = await prisma.customerField.findUnique({
where: { customerId_code: { customerId: field.customerId, code: field.code } },
select: { id: true },
});
if (existing !== null) continue;
await prisma.customerField.create({
data: {
id: ulid(),
customerId: field.customerId,
name: field.name,
code: field.code,
type: field.type,
options: field.options,
purpose: field.purpose,
entersGeneration: field.entersGeneration,
status: field.status,
applicantUserId: chen.id,
approverUserId: field.approverUserId,
approvedAt: field.status === 'ACTIVE' ? new Date() : null,
},
});
}
console.log('[seed] A3 客户与行业就绪(幂等)');
}
/* eslint-enable max-lines-per-function */
async function main(): Promise<void> { async function main(): Promise<void> {
await seedConfigs(); await seedConfigs();
await seedPermissions(); await seedPermissions();
@@ -614,6 +835,7 @@ async function main(): Promise<void> {
await seedRoles(); await seedRoles();
await seedUsers(); await seedUsers();
await seedDepartmentLeaders(); await seedDepartmentLeaders();
await seedClient();
} }
void main() void main()