62e0ae4435
补齐平台订阅、外部登录、CRM 同步与用户端页面；Nginx 转发用户端接口，登录页使用 Google 与 Apple 标志。 Co-authored-by: Cursor <cursoragent@cursor.com>
833 行
20 KiB
Plaintext
833 行
20 KiB
Plaintext
/**
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* OmniCard AI (CRMmp) - 名片主潜客详情与跟进备忘业务驱动层
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* 拉线索详情 + 足迹分页，备忘只追加不覆盖
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*/
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import {
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LeadEntity,
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LeadStatus,
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OwnerPageData,
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OwnerPageQuery,
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RadarTrack,
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CardProfile,
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} from '../../common/types.uts';
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import {
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fetchOwnerLeadInfo,
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fetchOwnerRadarPage,
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updateOwnerLeadStatus,
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} from '../../common/api.uts';
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import { httpPost } from '../../common/request.uts';
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import { getCurrentLocale, getOmniText } from '../../common/locale.uts';
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import { statusLabel } from './useLeads.uts';
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import { formatDepth, formatLocation, formatStay } from './useRadar.uts';
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import { saveToContacts } from '../../common/vcard-export.uts';
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export type LeadDetailCopyKey =
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| 'title'
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| 'score'
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| 'timeline'
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| 'notes'
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| 'notesPlaceholder'
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| 'save'
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| 'saving'
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| 'back'
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| 'empty'
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| 'missingId'
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| 'error'
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| 'loading'
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| 'stay'
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| 'depth'
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| 'aiScript'
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| 'comingSoon'
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| 'uploadHint'
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| 'stageTitle'
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| 'historyTitle'
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| 'stageUpdated'
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| 'copiedToast'
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| 'sourceLabel'
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| 'whatsappAction'
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| 'saveContactAction'
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| 'generateAiAction'
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| 'copyScriptAction'
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| 'applyScriptAction'
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| 'scriptCopiedToast'
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| 'savedContactToast'
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| 'leadTitle'
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| 'aiScriptTitle'
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| 'callFailed'
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| 'noteSavedToast'
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| 'notesRequiredToast';
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export type LeadDetailPageOptions = {
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id?: string;
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};
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export type LoadDetailApi = {
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fetchOwnerLeadInfo?: (id: string | number) => Promise<LeadEntity>;
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fetchOwnerRadarPage?: (
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query: OwnerPageQuery
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) => Promise<OwnerPageData<RadarTrack>>;
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};
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export type LoadDetailResult = {
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lead: LeadEntity | null;
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tracks: RadarTrack[];
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empty: boolean;
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errorMessage: string;
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};
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export type SaveNoteInput = {
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id: string | number;
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notes?: string;
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next: string;
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status?: LeadStatus;
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attachments?: string[];
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};
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export type SaveNoteApi = {
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httpPost?: (
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url: string,
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data: Record<string, string | number>
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) => Promise<LeadEntity>;
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updateOwnerLeadStatus?: (
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id: string | number,
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status: LeadStatus
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) => Promise<LeadEntity>;
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};
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export type SaveNoteResult = {
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ok: boolean;
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code?: number;
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lead: LeadEntity | null;
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errorMessage: string;
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};
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export type LeadDetailState = {
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rawId: string;
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leadId: string | number | null;
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lead: LeadEntity | null;
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name: string;
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company: string;
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phone: string;
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email: string;
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source: string;
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status: string;
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intentScore: number;
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existingNotes: string;
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nextNote: string;
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attachments: string[];
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tracks: RadarTrack[];
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loading: boolean;
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saving: boolean;
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empty: boolean;
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missingId: boolean;
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errorMessage: string;
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aiScript: string;
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aiGenerating: boolean;
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};
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const DEFAULT_PAGE = 1;
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const DEFAULT_SIZE = 20;
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function isZhLocale(): boolean {
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return getCurrentLocale() === 'zh-CN';
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}
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/**
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* 页面文案：标题 / 意向 / 轨迹 / 保存走词典，缺 id 与占位走本地词典
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*/
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export function resolveLeadDetailText(key: LeadDetailCopyKey): string {
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const locale = getCurrentLocale();
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if (key === 'title') {
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return getOmniText(locale, 'crm.follow_up');
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}
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if (key === 'score') {
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return getOmniText(locale, 'radar.lead_score');
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}
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if (key === 'timeline') {
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return getOmniText(locale, 'radar.visitor_trace');
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}
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if (key === 'notes') {
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return getOmniText(locale, 'crm.follow_up');
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}
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if (key === 'save') {
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return getOmniText(locale, 'common.save');
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}
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if (key === 'empty') {
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return getOmniText(locale, 'common.empty');
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}
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if (key === 'error') {
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return getOmniText(locale, 'common.error');
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}
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if (key === 'loading') {
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return getOmniText(locale, 'common.loading');
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}
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const zh = isZhLocale();
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if (key === 'notesPlaceholder') {
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return zh ? '追加一条跟进备忘' : 'Add a follow-up note';
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}
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if (key === 'back') {
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return zh ? '返回列表' : 'Back to list';
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}
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if (key === 'missingId') {
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return zh ? '缺少潜客编号' : 'Lead ID is missing';
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}
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if (key === 'stay') {
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return zh ? '停留' : 'Stay';
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}
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if (key === 'depth') {
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return zh ? '滚动深度' : 'Scroll depth';
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}
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if (key === 'aiScript') {
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return zh
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? '根据访问轨迹生成跟进话术'
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: 'Talking points will be generated from this visit trail';
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}
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if (key === 'comingSoon') {
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return zh ? '即将提供' : 'Coming soon';
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}
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if (key === 'uploadHint') {
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return zh ? '可附加现场照片或名片图' : 'Add a meeting photo or card image';
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}
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if (key === 'stageTitle') {
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return zh ? '商机阶段' : 'Pipeline Stage';
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}
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if (key === 'historyTitle') {
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return zh ? '历史跟进纪要' : 'Follow-up History';
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}
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if (key === 'stageUpdated') {
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return zh ? '阶段已更新' : 'Stage updated';
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}
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if (key === 'copiedToast') {
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return zh ? '已复制到剪贴板' : 'Copied to clipboard';
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}
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if (key === 'sourceLabel') {
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return zh ? '触达来源' : 'Source';
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}
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if (key === 'whatsappAction') {
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return 'WhatsApp';
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}
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if (key === 'saveContactAction') {
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return zh ? '保存到通讯录' : 'Save Contact';
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}
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if (key === 'generateAiAction') {
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return zh ? '生成跟进话术' : 'Generate Script';
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}
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if (key === 'copyScriptAction') {
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return zh ? '复制话术' : 'Copy Script';
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}
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if (key === 'applyScriptAction') {
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return zh ? '填入备忘' : 'Apply to Note';
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}
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if (key === 'scriptCopiedToast') {
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return zh ? '话术已复制' : 'Script copied';
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}
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if (key === 'savedContactToast') {
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return zh ? '联系人已保存' : 'Contact saved';
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}
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if (key === 'leadTitle') {
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return zh ? '潜客档案' : 'Lead Profile';
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}
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if (key === 'aiScriptTitle') {
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return zh ? '建议跟进话术' : 'Follow-up Suggestion';
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}
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if (key === 'callFailed') {
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return zh ? '无法拨打电话' : 'Unable to place the call';
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}
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if (key === 'noteSavedToast') {
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return zh ? '备忘已保存' : 'Note saved';
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}
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if (key === 'notesRequiredToast') {
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return zh ? '请输入备忘或上传附件' : 'Please enter note or upload attachment';
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}
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if (key === 'saving') {
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return zh ? '保存中' : 'Saving';
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}
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return '';
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}
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export function statusLabelOf(status: string): string {
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return statusLabel(status);
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}
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export function formatTrackStay(ms: number | null | undefined): string {
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return formatStay(ms);
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}
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export function formatTrackDepth(depth: number | null | undefined): string {
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return formatDepth(depth);
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}
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export function formatTrackPlace(country?: string, city?: string): string {
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return formatLocation(country, city);
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}
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/**
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* 解析为正整数。非正整数返回 null
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*/
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export function parseLeadId(
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raw: string | number | null | undefined
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): string | number | null {
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if (raw == null) {
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return null;
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}
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if (typeof raw === 'number') {
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if (raw <= 0) {
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return null;
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}
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if (Math.floor(raw) !== raw) {
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return null;
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}
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return raw;
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}
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const text = String(raw).trim();
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if (text === '') {
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return null;
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}
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if (!/^[1-9]\d*$/.test(text)) {
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return null;
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}
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return Number(text);
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}
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/**
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* 拼接备忘：新内容追加在旧内容后，空输入不覆盖
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*/
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export function appendNote(
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existing: string | null | undefined,
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next: string | null | undefined
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): string {
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const prev = existing != null ? String(existing).trim() : '';
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const extra = next != null ? String(next).trim() : '';
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if (prev === '') {
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return extra;
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}
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if (extra === '') {
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return prev;
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}
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return `${prev}\n${extra}`;
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}
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/**
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* 清洗手机号并生成 WhatsApp 直达链接 (wa.me)
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*/
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export function formatWhatsAppUrl(rawPhone: string | null | undefined): string {
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if (rawPhone == null) {
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return '';
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}
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const trimmed = String(rawPhone).trim();
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if (trimmed === '') {
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return '';
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}
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let digits = trimmed.replace(/[^0-9]/g, '');
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if (digits.startsWith('00')) {
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digits = digits.slice(2);
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}
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if (digits === '') {
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return '';
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}
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return `https://wa.me/${digits}`;
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}
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function toastNone(title: string): void {
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uni.showToast({
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title,
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icon: 'none',
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});
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}
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/**
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* 打开外链：优先 window.open（H5），否则复制链接（对齐 useLogin openOrCopyAuthUrl）
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*/
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function openExternalUrl(url: string): boolean {
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const safeUrl = url != null ? url.trim() : '';
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if (safeUrl === '') {
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return false;
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}
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let opened = false;
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try {
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if (typeof window !== 'undefined' && typeof window.open === 'function') {
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window.open(safeUrl, '_blank');
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opened = true;
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}
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} catch (_e) {}
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if (opened) {
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return true;
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}
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try {
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uni.setClipboardData({
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data: safeUrl,
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showToast: true,
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});
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return true;
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} catch (_e) {
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return false;
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}
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}
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/**
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* 有合法电话号时调 uni.makePhoneCall；无号码 toast comingSoon。
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* 不伪造成功：fail 回调提示 callFailed。
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*/
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export function callLeadPhone(phone: string | null | undefined): boolean {
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const trimmed = phone != null ? String(phone).trim() : '';
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const digits = trimmed.replace(/[^0-9]/g, '');
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if (trimmed === '' || digits === '') {
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toastNone(resolveLeadDetailText('comingSoon'));
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return false;
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}
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uni.makePhoneCall({
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phoneNumber: trimmed,
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fail: () => {
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toastNone(resolveLeadDetailText('callFailed'));
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},
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});
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return true;
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}
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/**
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* 有 WhatsApp/电话号码时打开 wa.me；无号码 toast comingSoon，不打开空链接。
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*/
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export function openLeadWhatsApp(
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phoneOrWhatsApp: string | null | undefined
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): boolean {
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const waUrl = formatWhatsAppUrl(phoneOrWhatsApp);
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if (waUrl === '') {
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toastNone(resolveLeadDetailText('comingSoon'));
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return false;
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}
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return openExternalUrl(waUrl);
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}
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/**
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* 跟进话术生成器 (基于客户姓名、公司、渠道与意向板块)
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*/
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export function generateAiIcebreaker(
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lead: LeadEntity | null,
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tracks: RadarTrack[],
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locale?: string
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): string {
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if (lead == null) {
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return '';
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}
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const currentLoc =
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locale != null && locale !== '' ? locale : getCurrentLocale();
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const isZh = currentLoc === 'zh-CN';
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const name = lead.name.trim();
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const company =
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lead.company != null && lead.company.trim() !== ''
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? lead.company.trim()
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: '';
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const source =
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lead.source != null ? String(lead.source).toUpperCase() : 'OMNICARD';
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let keyTopic = '';
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if (tracks.length > 0) {
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for (const track of tracks) {
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if (track.viewedBlocks != null && track.viewedBlocks.length > 0) {
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keyTopic = track.viewedBlocks[0];
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break;
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}
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}
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}
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if (isZh) {
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const topicPart = keyTopic !== '' ? `【${keyTopic}】等` : '';
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return `您好 ${name}，看到您此前通过 ${source} 关注了我们的数字名片${topicPart}内容。请问您近期是否有相关的业务合作或定制需求？期待与您交流。`;
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}
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const firstWord = name.split(' ')[0];
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const companyPart = company !== '' ? ` for ${company}` : '';
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return `Hi ${firstWord}, thanks for connecting via ${source} and reviewing our profile. Please let me know if you have any questions or collaboration interests${companyPart}. Look forward to connecting!`;
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}
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/**
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* 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
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*/
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export function appendStructuredNote(
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existing: string | null | undefined,
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next: string | null | undefined,
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attachments?: string[]
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): string {
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const prev = existing != null ? String(existing).trim() : '';
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let extra = next != null ? String(next).trim() : '';
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if (attachments != null && attachments.length > 0) {
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const attachList = attachments.filter((url) => url.trim() !== '');
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if (attachList.length > 0) {
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const attachText = attachList.join(' ');
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extra = extra !== '' ? `${extra}\n[${attachText}]` : `[${attachText}]`;
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}
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}
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if (prev === '') {
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return extra;
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}
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if (extra === '') {
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return prev;
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}
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return `${prev}\n${extra}`;
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}
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export type ParsedNoteResult = {
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cleanText: string;
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imageUrls: string[];
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};
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/**
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* 结构化解析历史备忘，分离纯文本说明与附件图片 URL 列表
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*/
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export function parseNoteAttachments(
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rawNote: string | null | undefined
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): ParsedNoteResult {
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if (rawNote == null || rawNote.trim() === '') {
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return { cleanText: '', imageUrls: [] };
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}
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const trimmed = rawNote.trim();
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const bracketRegex = /\[(.*?)\]/g;
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const imageUrls: string[] = [];
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let match: RegExpExecArray | null = null;
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while ((match = bracketRegex.exec(trimmed)) !== null) {
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const inside = match[1];
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if (inside.includes('http://') || inside.includes('https://')) {
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const parts = inside.split(/\s+/);
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for (const part of parts) {
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const p = part.trim();
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if (p.startsWith('http://') || p.startsWith('https://')) {
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imageUrls.push(p);
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}
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}
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}
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}
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const cleanText = trimmed.replace(bracketRegex, '').trim();
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return { cleanText, imageUrls };
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}
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export type DeviceContactDraft = {
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id?: string | number;
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name: string;
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company?: string;
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phone?: string;
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email?: string;
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};
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/**
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* 保存到手机系统通讯录 (深度复用通用 RFC 6350 / vCard 引擎)
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*/
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export async function saveContactToDevice(
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lead: DeviceContactDraft | null
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): Promise<boolean> {
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if (lead == null) {
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return false;
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}
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const card: CardProfile = {
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id: lead.id,
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name: lead.name,
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company: lead.company != null ? lead.company : '',
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phone: lead.phone != null ? lead.phone : '',
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email: lead.email != null ? lead.email : '',
|
||
};
|
||
return saveToContacts(card);
|
||
}
|
||
|
||
function readErrorMessage(err: unknown): string {
|
||
if (err instanceof Error && err.message !== '') {
|
||
return err.message;
|
||
}
|
||
return resolveLeadDetailText('error');
|
||
}
|
||
|
||
function parseTrackList(
|
||
payload: OwnerPageData<RadarTrack> | null | undefined
|
||
): RadarTrack[] {
|
||
if (payload == null || payload.list == null) {
|
||
return [];
|
||
}
|
||
return payload.list;
|
||
}
|
||
|
||
/**
|
||
* 拉取潜客详情与足迹。可注入 fetchOwnerLeadInfo / fetchOwnerRadarPage
|
||
*/
|
||
export async function loadDetail(
|
||
id: string | number | null | undefined,
|
||
api?: LoadDetailApi
|
||
): Promise<LoadDetailResult> {
|
||
const leadId = parseLeadId(id);
|
||
if (leadId == null) {
|
||
return {
|
||
lead: null,
|
||
tracks: [],
|
||
empty: true,
|
||
errorMessage: '',
|
||
};
|
||
}
|
||
|
||
const fetchInfo =
|
||
api != null && api.fetchOwnerLeadInfo != null
|
||
? api.fetchOwnerLeadInfo
|
||
: fetchOwnerLeadInfo;
|
||
const fetchRadar =
|
||
api != null && api.fetchOwnerRadarPage != null
|
||
? api.fetchOwnerRadarPage
|
||
: fetchOwnerRadarPage;
|
||
|
||
try {
|
||
const lead = await fetchInfo(leadId);
|
||
const visitorId = lead.visitorId != null ? String(lead.visitorId) : '';
|
||
const radarQuery: OwnerPageQuery = {
|
||
page: DEFAULT_PAGE,
|
||
size: DEFAULT_SIZE,
|
||
keyWord: visitorId,
|
||
cardId: lead.cardId,
|
||
};
|
||
try {
|
||
const payload = await fetchRadar(radarQuery);
|
||
const tracks = parseTrackList(payload);
|
||
return {
|
||
lead,
|
||
tracks,
|
||
empty: false,
|
||
errorMessage: '',
|
||
};
|
||
} catch (radarErr) {
|
||
return {
|
||
lead,
|
||
tracks: [],
|
||
empty: false,
|
||
errorMessage: readErrorMessage(radarErr),
|
||
};
|
||
}
|
||
} catch (err) {
|
||
return {
|
||
lead: null,
|
||
tracks: [],
|
||
empty: true,
|
||
errorMessage: readErrorMessage(err),
|
||
};
|
||
}
|
||
}
|
||
|
||
/**
|
||
* 更新 notes（支持附件结构化嵌入）：POST /admin/crm/lead/update { id, notes }
|
||
* 仅 Cool-Admin code === 1000（http 层已解包成功）视为保存成功
|
||
*/
|
||
export async function saveNote(
|
||
input: SaveNoteInput,
|
||
api?: SaveNoteApi
|
||
): Promise<SaveNoteResult> {
|
||
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> = {
|
||
id: input.id,
|
||
notes,
|
||
};
|
||
try {
|
||
const lead = await post<LeadEntity>('/admin/crm/lead/update', payload);
|
||
return {
|
||
ok: true,
|
||
code: 1000,
|
||
lead,
|
||
errorMessage: '',
|
||
};
|
||
} catch (err) {
|
||
return {
|
||
ok: false,
|
||
code: undefined,
|
||
lead: null,
|
||
errorMessage: readErrorMessage(err),
|
||
};
|
||
}
|
||
}
|
||
|
||
export function createLeadDetailState(): LeadDetailState {
|
||
return {
|
||
rawId: '',
|
||
leadId: null,
|
||
lead: null,
|
||
name: '',
|
||
company: '',
|
||
phone: '',
|
||
email: '',
|
||
source: '',
|
||
status: '',
|
||
intentScore: 0,
|
||
existingNotes: '',
|
||
nextNote: '',
|
||
attachments: [],
|
||
tracks: [],
|
||
loading: false,
|
||
saving: false,
|
||
empty: false,
|
||
missingId: false,
|
||
errorMessage: '',
|
||
aiScript: '',
|
||
aiGenerating: false,
|
||
};
|
||
}
|
||
|
||
export function applyLeadDetailOptions(
|
||
state: LeadDetailState,
|
||
options: LeadDetailPageOptions | null
|
||
): boolean {
|
||
if (options == null || options.id == null) {
|
||
state.rawId = '';
|
||
state.leadId = null;
|
||
state.missingId = true;
|
||
state.empty = true;
|
||
return false;
|
||
}
|
||
const parsed = parseLeadId(options.id);
|
||
state.rawId = String(options.id).trim();
|
||
state.leadId = parsed;
|
||
state.missingId = parsed == null;
|
||
state.empty = parsed == null;
|
||
return parsed != null;
|
||
}
|
||
|
||
function applyLeadToState(state: LeadDetailState, lead: LeadEntity): void {
|
||
state.lead = lead;
|
||
state.name = lead.name;
|
||
state.company = lead.company != null ? lead.company : '';
|
||
state.phone = lead.phone != null ? lead.phone : '';
|
||
state.email = lead.email != null ? lead.email : '';
|
||
state.source = lead.source != null ? String(lead.source) : '';
|
||
state.status = lead.status;
|
||
state.intentScore = lead.intentScore;
|
||
state.existingNotes = lead.notes != null ? lead.notes : '';
|
||
}
|
||
|
||
export function applyLoadResult(
|
||
state: LeadDetailState,
|
||
result: LoadDetailResult
|
||
): void {
|
||
if (result.lead != null) {
|
||
applyLeadToState(state, result.lead);
|
||
state.empty = false;
|
||
state.missingId = false;
|
||
} else {
|
||
state.lead = null;
|
||
state.empty = true;
|
||
}
|
||
state.tracks = result.tracks;
|
||
state.errorMessage = result.errorMessage;
|
||
}
|
||
|
||
export async function refreshLeadDetail(
|
||
state: LeadDetailState,
|
||
api?: LoadDetailApi
|
||
): Promise<LoadDetailResult> {
|
||
if (state.missingId || state.leadId == null) {
|
||
const skipped: LoadDetailResult = {
|
||
lead: null,
|
||
tracks: [],
|
||
empty: true,
|
||
errorMessage: '',
|
||
};
|
||
applyLoadResult(state, skipped);
|
||
state.missingId = true;
|
||
return skipped;
|
||
}
|
||
if (state.loading) {
|
||
return {
|
||
lead: state.lead,
|
||
tracks: state.tracks,
|
||
empty: state.empty,
|
||
errorMessage: state.errorMessage,
|
||
};
|
||
}
|
||
state.loading = true;
|
||
state.errorMessage = '';
|
||
const result = await loadDetail(state.leadId, api);
|
||
applyLoadResult(state, result);
|
||
state.loading = false;
|
||
return result;
|
||
}
|
||
|
||
export async function submitLeadNote(
|
||
state: LeadDetailState,
|
||
api?: SaveNoteApi
|
||
): Promise<boolean> {
|
||
if (state.leadId == null || state.saving) {
|
||
return false;
|
||
}
|
||
const next = state.nextNote.trim();
|
||
const hasAttachments = state.attachments != null && state.attachments.length > 0;
|
||
if (next === '' && !hasAttachments) {
|
||
return false;
|
||
}
|
||
state.saving = true;
|
||
state.errorMessage = '';
|
||
const result = await saveNote(
|
||
{
|
||
id: state.leadId,
|
||
notes: state.existingNotes,
|
||
next,
|
||
status: state.lead != null ? state.lead.status : undefined,
|
||
attachments: state.attachments,
|
||
},
|
||
api
|
||
);
|
||
// 仅接口 code === 1000 才清空输入并标成已保存
|
||
if (result.ok && result.code === 1000 && result.lead != null) {
|
||
applyLeadToState(state, result.lead);
|
||
state.nextNote = '';
|
||
state.attachments = [];
|
||
state.saving = false;
|
||
return true;
|
||
}
|
||
state.saving = false;
|
||
state.errorMessage = result.errorMessage;
|
||
return false;
|
||
}
|
||
|
||
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,
|
||
fail: () => {
|
||
uni.switchTab({
|
||
url: '/pages/owner/leads',
|
||
});
|
||
},
|
||
});
|
||
}
|