refactor(crm): 潜客详情与跟进页面深度重构与出海触达优化

mpuniapp/pages/owner/useLeadDetail.uts

@@ -13,6 +13,7 @@ import {
 import {
   fetchOwnerLeadInfo,
   fetchOwnerRadarPage,
+  updateOwnerLeadStatus,
 } from '../../common/api.uts';
 import { httpPost } from '../../common/request.uts';
 import { getCurrentLocale, getOmniText } from '../../common/locale.uts';
@@ -32,7 +33,22 @@ export type LeadDetailCopyKey =
   | 'error'
   | 'loading'
   | 'stay'
-  | 'depth';
+  | 'depth'
+  | 'aiScript'
+  | 'comingSoon'
+  | 'uploadHint'
+  | 'stageTitle'
+  | 'historyTitle'
+  | 'stageUpdated'
+  | 'copiedToast'
+  | 'sourceLabel'
+  | 'whatsappAction'
+  | 'saveContactAction'
+  | 'generateAiAction'
+  | 'copyScriptAction'
+  | 'scriptCopiedToast'
+  | 'savedContactToast'
+  | 'leadTitle';
 
 export type LeadDetailPageOptions = {
   id?: string;
@@ -57,6 +73,7 @@ export type SaveNoteInput = {
   notes?: string;
   next: string;
   status?: LeadStatus;
+  attachments?: string[];
 };
 
 export type SaveNoteApi = {
@@ -87,6 +104,8 @@ export type LeadDetailState = {
   empty: boolean;
   missingId: boolean;
   errorMessage: string;
+  aiScript: string;
+  aiGenerating: boolean;
 };
 
 const DEFAULT_PAGE = 1;
@@ -142,6 +161,53 @@ export function resolveLeadDetailText(key: LeadDetailCopyKey): string {
   if (key === 'depth') {
     return zh ? '滚动深度' : 'Scroll depth';
   }
+  if (key === 'aiScript') {
+    return zh
+      ? '根据访问轨迹生成跟进话术'
+      : 'Talking points will be generated from this visit trail';
+  }
+  if (key === 'comingSoon') {
+    return zh ? '即将提供' : 'Coming soon';
+  }
+  if (key === 'uploadHint') {
+    return zh ? '可附加现场照片或名片图' : 'Add a meeting photo or card image';
+  }
+  if (key === 'stageTitle') {
+    return zh ? '商机阶段' : 'Pipeline Stage';
+  }
+  if (key === 'historyTitle') {
+    return zh ? '历史跟进纪要' : 'Follow-up History';
+  }
+  if (key === 'stageUpdated') {
+    return zh ? '阶段已更新' : 'Stage updated';
+  }
+  if (key === 'copiedToast') {
+    return zh ? '已复制到剪贴板' : 'Copied to clipboard';
+  }
+  if (key === 'sourceLabel') {
+    return zh ? '触达来源' : 'Source';
+  }
+  if (key === 'whatsappAction') {
+    return 'WhatsApp';
+  }
+  if (key === 'saveContactAction') {
+    return zh ? '保存到通讯录' : 'Save Contact';
+  }
+  if (key === 'generateAiAction') {
+    return zh ? '一键生成破冰话术' : 'Generate Script';
+  }
+  if (key === 'copyScriptAction') {
+    return zh ? '复制话术' : 'Copy Script';
+  }
+  if (key === 'scriptCopiedToast') {
+    return zh ? '话术已复制' : 'Script copied';
+  }
+  if (key === 'savedContactToast') {
+    return zh ? '联系人已保存' : 'Contact saved';
+  }
+  if (key === 'leadTitle') {
+    return zh ? '潜客档案' : 'Lead Profile';
+  }
   return '';
 }
 
@@ -207,6 +273,133 @@ export function appendNote(
   return `${prev}\n${extra}`;
 }
 
+/**
+ * 清洗手机号并生成 WhatsApp 直达链接 (wa.me)
+ */
+export function formatWhatsAppUrl(rawPhone: string | null | undefined): string {
+  if (rawPhone == null) {
+    return '';
+  }
+  const trimmed = String(rawPhone).trim();
+  if (trimmed === '') {
+    return '';
+  }
+  let digits = trimmed.replace(/[^0-9]/g, '');
+  if (digits.startsWith('00')) {
+    digits = digits.slice(2);
+  }
+  if (digits === '') {
+    return '';
+  }
+  return `https://wa.me/${digits}`;
+}
+
+/**
+ * 智能破冰话术生成器 (基于客户姓名、公司、渠道与意向板块)
+ */
+export function generateAiIcebreaker(
+  lead: LeadEntity | null,
+  tracks: RadarTrack[],
+  locale?: string
+): string {
+  if (lead == null) {
+    return '';
+  }
+  const currentLoc =
+    locale != null && locale !== '' ? locale : getCurrentLocale();
+  const isZh = currentLoc === 'zh-CN';
+  const name = lead.name.trim();
+  const company =
+    lead.company != null && lead.company.trim() !== ''
+      ? lead.company.trim()
+      : '';
+  const source =
+    lead.source != null ? String(lead.source).toUpperCase() : 'OMNICARD';
+
+  let keyTopic = '';
+  if (tracks.length > 0) {
+    for (const track of tracks) {
+      if (track.viewedBlocks != null && track.viewedBlocks.length > 0) {
+        keyTopic = track.viewedBlocks[0];
+        break;
+      }
+    }
+  }
+
+  if (isZh) {
+    const companyPart = company !== '' ? `${company}的` : '';
+    const topicPart = keyTopic !== '' ? `与【${keyTopic}】` : '';
+    return `您好 ${name}，我是来自 OmniCard 的商务顾问。注意到您此前通过 ${source} 触达并关注了我们${companyPart}智能数字名片${topicPart}方案。请问您近期是否有具体的数字化升级或商务展会名片需求？我可为您准备一份定制演示方案。`;
+  }
+
+  const firstWord = name.split(' ')[0];
+  const companyPart = company !== '' ? ` for ${company}` : '';
+  return `Hi ${firstWord}, this is the OmniCard team. Noticed you recently connected via ${source} and explored our digital identity solutions. Would love to see if you have any questions or if you'd like a quick tailored demo${companyPart}. Looking forward to connecting!`;
+}
+
+/**
+ * 结构化拼接备忘：将附件图片持久化嵌入备忘文本，避免数据丢失
+ */
+export function appendStructuredNote(
+  existing: string | null | undefined,
+  next: string | null | undefined,
+  attachments?: string[]
+): string {
+  const prev = existing != null ? String(existing).trim() : '';
+  let extra = next != null ? String(next).trim() : '';
+  if (attachments != null && attachments.length > 0) {
+    const attachList = attachments.filter((url) => url.trim() !== '');
+    if (attachList.length > 0) {
+      const attachText = attachList.join(' ');
+      extra = extra !== '' ? `${extra}\n[${attachText}]` : `[${attachText}]`;
+    }
+  }
+  if (prev === '') {
+    return extra;
+  }
+  if (extra === '') {
+    return prev;
+  }
+  return `${prev}\n${extra}`;
+}
+
+/**
+ * 保存到手机系统通讯录 (vCard 兼容)
+ */
+export async function saveContactToDevice(
+  lead: LeadEntity | null
+): Promise<boolean> {
+  if (lead == null) {
+    return false;
+  }
+  try {
+    if (typeof uni.addPhoneContact === 'function') {
+      uni.addPhoneContact({
+        firstName: lead.name,
+        organization: lead.company != null ? lead.company : '',
+        mobilePhoneNumber: lead.phone != null ? lead.phone : '',
+        email: lead.email != null ? lead.email : '',
+        success: () => {
+          uni.showToast({
+            title: resolveLeadDetailText('savedContactToast'),
+            icon: 'none',
+          });
+        },
+        fail: () => {
+          const contactText = `${lead.name} ${
+            lead.phone != null ? lead.phone : ''
+          } ${lead.email != null ? lead.email : ''}`.trim();
+          uni.setClipboardData({
+            data: contactText,
+          });
+        },
+      });
+      return true;
+    }
+  } catch (e) {}
+  return false;
+}
+
 function readErrorMessage(err: unknown): string {
   if (err instanceof Error && err.message !== '') {
     return err.message;
@@ -286,13 +479,17 @@ export async function loadDetail(
 }
 
 /**
- * 只更新 notes：POST /admin/crm/lead/update { id, notes }
+ * 更新 notes（支持附件结构化嵌入）：POST /admin/crm/lead/update { id, notes }
  */
 export async function saveNote(
   input: SaveNoteInput,
   api?: SaveNoteApi
 ): Promise<LeadEntity> {
-  const notes = appendNote(input.notes, input.next);
+  const notes = appendStructuredNote(
+    input.notes,
+    input.next,
+    input.attachments
+  );
   const post =
     api != null && api.httpPost != null ? api.httpPost : httpPost;
   const payload: Record<string, string | number> = {
@@ -320,6 +517,8 @@ export function createLeadDetailState(): LeadDetailState {
     empty: false,
     missingId: false,
     errorMessage: '',
+    aiScript: '',
+    aiGenerating: false,
   };
 }
 
@@ -418,11 +617,13 @@ export async function submitLeadNote(
         notes: state.existingNotes,
         next,
         status: state.lead != null ? state.lead.status : undefined,
+        attachments: state.attachments,
       },
       api
     );
     applyLeadToState(state, saved);
     state.nextNote = '';
+    state.attachments = [];
     state.saving = false;
     return true;
   } catch (err) {
@@ -432,6 +633,35 @@ export async function submitLeadNote(
   }
 }
 
+export async function updateLeadStage(
+  state: LeadDetailState,
+  newStatus: LeadStatus,
+  api?: SaveNoteApi
+): Promise<boolean> {
+  if (state.leadId == null || state.saving) {
+    return false;
+  }
+  const prevStatus = state.status;
+  state.status = newStatus;
+  state.saving = true;
+  state.errorMessage = '';
+  try {
+    const updateFn =
+      api != null && api.updateOwnerLeadStatus != null
+        ? api.updateOwnerLeadStatus
+        : updateOwnerLeadStatus;
+    const updated = await updateFn(state.leadId, newStatus);
+    applyLeadToState(state, updated);
+    state.saving = false;
+    return true;
+  } catch (err) {
+    state.status = prevStatus;
+    state.saving = false;
+    state.errorMessage = readErrorMessage(err);
+    return false;
+  }
+}
+
 export function goBackFromLeadDetail(): void {
   uni.navigateBack({
     delta: 1,