import React, { useState, useEffect, useMemo } from 'react'; import { Search, Plus, X, Mail, Edit2, Trash2, Check, Clock, Settings as SettingsIcon, Copy, ChevronRight, Building2, Globe, Phone, Save, RefreshCw, LayoutDashboard, Users, Package, Layers, Zap, Tag, Inbox, Paperclip, Menu, LogOut, GripVertical, BookOpen, FileText, FolderTree, Lock, Crown, Sparkles, Printer, Image as ImageIcon } from 'lucide-react'; import { storageGet, storageSet, uploadFile, deleteFile, authCheck, authLogin, authLogout, authChangePassword, getAiConfig, saveAiConfig, deleteAiConfig, testAiConfig, generateAiDraft, } from './storage'; /* ----------------------------- constants ----------------------------- */ const REGIONS = [ { id: 'africa', label: 'Africa / 非洲' }, { id: 'middle_east', label: 'Middle East / 中东' }, { id: 'australia', label: 'Australia / 大洋洲' }, { id: 'europe', label: 'Europe / 欧洲' }, { id: 'sea', label: 'SE Asia / 东南亚' }, { id: 'other', label: 'Other / 其他' }, ]; const PRODUCT_LINES = ['UPS不间断电源', '光伏逆变器', '储能电池', 'Other']; const PRODUCT_CATEGORIES = [ { id: 'ups', label: 'UPS不间断电源 / UPS', short: 'UPS不间断电源', subs: [ { id: 'mini', label: '迷你UPS / Mini UPS', short: '迷你UPS' }, { id: 'offline', label: '离线式UPS / Offline UPS', short: '离线式UPS' }, { id: 'line_interactive', label: '在线互动式UPS / Line-Interactive UPS', short: '在线互动式UPS' }, { id: 'online', label: '在线式UPS / Online UPS', short: '在线式UPS', subs: [ { id: 'rack', label: '机架式UPS / Rack-mount UPS', short: '机架式UPS' }, { id: 'high_freq_tower', label: '高频塔式UPS / High-Frequency Tower UPS', short: '高频塔式UPS' }, { id: 'low_freq', label: '工频UPS / Low-Frequency UPS', short: '工频UPS' }, { id: 'modular', label: '模块化UPS / Modular UPS', short: '模块化UPS' }, ], }, ], }, { id: 'inverter', label: '光伏逆变器 / Solar Inverter', short: '光伏逆变器', subs: [ { id: 'hybrid', label: '太阳能混网逆变器 / Hybrid Solar Inverter', short: '太阳能混网逆变器' }, { id: 'grid_off_grid', label: '并网/离网逆变器 / Grid-tied / Off-grid Inverter', short: '并网/离网逆变器' }, ], }, { id: 'battery', label: '储能电池 / Energy Storage Battery', short: '储能电池', subs: [ { id: 'lead_acid', label: '铅酸电池 / Lead-acid Battery', short: '铅酸电池' }, { id: 'lifepo4', label: '磷酸铁锂电池 / LiFePO4 Battery', short: '磷酸铁锂电池' }, ], }, ]; const DEFAULT_SETTINGS = { defaultFollowUpDays: 14, dueSoonWindow: 7 }; const CUSTOMER_SOURCES = ['Made-in-China', '官网', '展会', 'Other']; const FILE_CATEGORIES = ['报价单', '合同', '聊天记录', '产品资料', '物流单据', 'Other']; // 国家 -> 地区 / 电话国家代码 / 时区(以首都为准)映射表 // 用于:选择国家后自动匹配所属大洲、电话区号前缀、当地时间 const COUNTRIES = [ // Africa / 非洲 { name: '尼日利亚', en: 'Nigeria', region: 'africa', dial: '+234', tz: 'Africa/Lagos' }, { name: '埃及', en: 'Egypt', region: 'africa', dial: '+20', tz: 'Africa/Cairo' }, { name: '南非', en: 'South Africa', region: 'africa', dial: '+27', tz: 'Africa/Johannesburg' }, { name: '肯尼亚', en: 'Kenya', region: 'africa', dial: '+254', tz: 'Africa/Nairobi' }, { name: '加纳', en: 'Ghana', region: 'africa', dial: '+233', tz: 'Africa/Accra' }, { name: '阿尔及利亚', en: 'Algeria', region: 'africa', dial: '+213', tz: 'Africa/Algiers' }, { name: '摩洛哥', en: 'Morocco', region: 'africa', dial: '+212', tz: 'Africa/Casablanca' }, { name: '突尼斯', en: 'Tunisia', region: 'africa', dial: '+216', tz: 'Africa/Tunis' }, { name: '埃塞俄比亚', en: 'Ethiopia', region: 'africa', dial: '+251', tz: 'Africa/Addis_Ababa' }, { name: '坦桑尼亚', en: 'Tanzania', region: 'africa', dial: '+255', tz: 'Africa/Dar_es_Salaam' }, { name: '乌干达', en: 'Uganda', region: 'africa', dial: '+256', tz: 'Africa/Kampala' }, { name: '安哥拉', en: 'Angola', region: 'africa', dial: '+244', tz: 'Africa/Luanda' }, { name: '莫桑比克', en: 'Mozambique', region: 'africa', dial: '+258', tz: 'Africa/Maputo' }, { name: '赞比亚', en: 'Zambia', region: 'africa', dial: '+260', tz: 'Africa/Lusaka' }, { name: '津巴布韦', en: 'Zimbabwe', region: 'africa', dial: '+263', tz: 'Africa/Harare' }, { name: '塞内加尔', en: 'Senegal', region: 'africa', dial: '+221', tz: 'Africa/Dakar' }, { name: '科特迪瓦', en: "Cote d'Ivoire", region: 'africa', dial: '+225', tz: 'Africa/Abidjan' }, { name: '喀麦隆', en: 'Cameroon', region: 'africa', dial: '+237', tz: 'Africa/Douala' }, { name: '刚果(金)', en: 'DR Congo', region: 'africa', dial: '+243', tz: 'Africa/Kinshasa' }, { name: '刚果(布)', en: 'Congo', region: 'africa', dial: '+242', tz: 'Africa/Brazzaville' }, { name: '利比亚', en: 'Libya', region: 'africa', dial: '+218', tz: 'Africa/Tripoli' }, { name: '苏丹', en: 'Sudan', region: 'africa', dial: '+249', tz: 'Africa/Khartoum' }, { name: '卢旺达', en: 'Rwanda', region: 'africa', dial: '+250', tz: 'Africa/Kigali' }, { name: '博茨瓦纳', en: 'Botswana', region: 'africa', dial: '+267', tz: 'Africa/Gaborone' }, { name: '纳米比亚', en: 'Namibia', region: 'africa', dial: '+264', tz: 'Africa/Windhoek' }, { name: '马里', en: 'Mali', region: 'africa', dial: '+223', tz: 'Africa/Bamako' }, { name: '尼日尔', en: 'Niger', region: 'africa', dial: '+227', tz: 'Africa/Niamey' }, // Middle East / 中东 { name: '沙特阿拉伯', en: 'Saudi Arabia', region: 'middle_east', dial: '+966', tz: 'Asia/Riyadh' }, { name: '阿联酋', en: 'UAE', region: 'middle_east', dial: '+971', tz: 'Asia/Dubai' }, { name: '卡塔尔', en: 'Qatar', region: 'middle_east', dial: '+974', tz: 'Asia/Qatar' }, { name: '科威特', en: 'Kuwait', region: 'middle_east', dial: '+965', tz: 'Asia/Kuwait' }, { name: '巴林', en: 'Bahrain', region: 'middle_east', dial: '+973', tz: 'Asia/Bahrain' }, { name: '阿曼', en: 'Oman', region: 'middle_east', dial: '+968', tz: 'Asia/Muscat' }, { name: '伊拉克', en: 'Iraq', region: 'middle_east', dial: '+964', tz: 'Asia/Baghdad' }, { name: '伊朗', en: 'Iran', region: 'middle_east', dial: '+98', tz: 'Asia/Tehran' }, { name: '约旦', en: 'Jordan', region: 'middle_east', dial: '+962', tz: 'Asia/Amman' }, { name: '黎巴嫩', en: 'Lebanon', region: 'middle_east', dial: '+961', tz: 'Asia/Beirut' }, { name: '以色列', en: 'Israel', region: 'middle_east', dial: '+972', tz: 'Asia/Jerusalem' }, { name: '也门', en: 'Yemen', region: 'middle_east', dial: '+967', tz: 'Asia/Aden' }, { name: '叙利亚', en: 'Syria', region: 'middle_east', dial: '+963', tz: 'Asia/Damascus' }, { name: '土耳其', en: 'Turkey', region: 'middle_east', dial: '+90', tz: 'Europe/Istanbul' }, // Australia / 大洋洲 { name: '澳大利亚', en: 'Australia', region: 'australia', dial: '+61', tz: 'Australia/Sydney' }, { name: '新西兰', en: 'New Zealand', region: 'australia', dial: '+64', tz: 'Pacific/Auckland' }, { name: '巴布亚新几内亚', en: 'Papua New Guinea', region: 'australia', dial: '+675', tz: 'Pacific/Port_Moresby' }, { name: '斐济', en: 'Fiji', region: 'australia', dial: '+679', tz: 'Pacific/Fiji' }, // Europe / 欧洲 { name: '俄罗斯', en: 'Russia', region: 'europe', dial: '+7', tz: 'Europe/Moscow' }, { name: '德国', en: 'Germany', region: 'europe', dial: '+49', tz: 'Europe/Berlin' }, { name: '法国', en: 'France', region: 'europe', dial: '+33', tz: 'Europe/Paris' }, { name: '英国', en: 'United Kingdom', region: 'europe', dial: '+44', tz: 'Europe/London' }, { name: '意大利', en: 'Italy', region: 'europe', dial: '+39', tz: 'Europe/Rome' }, { name: '西班牙', en: 'Spain', region: 'europe', dial: '+34', tz: 'Europe/Madrid' }, { name: '波兰', en: 'Poland', region: 'europe', dial: '+48', tz: 'Europe/Warsaw' }, { name: '乌克兰', en: 'Ukraine', region: 'europe', dial: '+380', tz: 'Europe/Kyiv' }, { name: '荷兰', en: 'Netherlands', region: 'europe', dial: '+31', tz: 'Europe/Amsterdam' }, { name: '比利时', en: 'Belgium', region: 'europe', dial: '+32', tz: 'Europe/Brussels' }, { name: '瑞典', en: 'Sweden', region: 'europe', dial: '+46', tz: 'Europe/Stockholm' }, { name: '挪威', en: 'Norway', region: 'europe', dial: '+47', tz: 'Europe/Oslo' }, { name: '芬兰', en: 'Finland', region: 'europe', dial: '+358', tz: 'Europe/Helsinki' }, { name: '丹麦', en: 'Denmark', region: 'europe', dial: '+45', tz: 'Europe/Copenhagen' }, { name: '瑞士', en: 'Switzerland', region: 'europe', dial: '+41', tz: 'Europe/Zurich' }, { name: '奥地利', en: 'Austria', region: 'europe', dial: '+43', tz: 'Europe/Vienna' }, { name: '葡萄牙', en: 'Portugal', region: 'europe', dial: '+351', tz: 'Europe/Lisbon' }, { name: '希腊', en: 'Greece', region: 'europe', dial: '+30', tz: 'Europe/Athens' }, { name: '罗马尼亚', en: 'Romania', region: 'europe', dial: '+40', tz: 'Europe/Bucharest' }, { name: '匈牙利', en: 'Hungary', region: 'europe', dial: '+36', tz: 'Europe/Budapest' }, { name: '捷克', en: 'Czech Republic', region: 'europe', dial: '+420', tz: 'Europe/Prague' }, { name: '塞尔维亚', en: 'Serbia', region: 'europe', dial: '+381', tz: 'Europe/Belgrade' }, { name: '保加利亚', en: 'Bulgaria', region: 'europe', dial: '+359', tz: 'Europe/Sofia' }, { name: '克罗地亚', en: 'Croatia', region: 'europe', dial: '+385', tz: 'Europe/Zagreb' }, { name: '爱尔兰', en: 'Ireland', region: 'europe', dial: '+353', tz: 'Europe/Dublin' }, // SE Asia / 东南亚 { name: '印度尼西亚', en: 'Indonesia', region: 'sea', dial: '+62', tz: 'Asia/Jakarta' }, { name: '马来西亚', en: 'Malaysia', region: 'sea', dial: '+60', tz: 'Asia/Kuala_Lumpur' }, { name: '泰国', en: 'Thailand', region: 'sea', dial: '+66', tz: 'Asia/Bangkok' }, { name: '越南', en: 'Vietnam', region: 'sea', dial: '+84', tz: 'Asia/Ho_Chi_Minh' }, { name: '菲律宾', en: 'Philippines', region: 'sea', dial: '+63', tz: 'Asia/Manila' }, { name: '新加坡', en: 'Singapore', region: 'sea', dial: '+65', tz: 'Asia/Singapore' }, { name: '缅甸', en: 'Myanmar', region: 'sea', dial: '+95', tz: 'Asia/Yangon' }, { name: '柬埔寨', en: 'Cambodia', region: 'sea', dial: '+855', tz: 'Asia/Phnom_Penh' }, { name: '老挝', en: 'Laos', region: 'sea', dial: '+856', tz: 'Asia/Vientiane' }, { name: '文莱', en: 'Brunei', region: 'sea', dial: '+673', tz: 'Asia/Brunei' }, // Other / 其他 { name: '美国', en: 'United States', region: 'other', dial: '+1', tz: 'America/New_York' }, { name: '加拿大', en: 'Canada', region: 'other', dial: '+1', tz: 'America/Toronto' }, { name: '巴西', en: 'Brazil', region: 'other', dial: '+55', tz: 'America/Sao_Paulo' }, { name: '墨西哥', en: 'Mexico', region: 'other', dial: '+52', tz: 'America/Mexico_City' }, { name: '阿根廷', en: 'Argentina', region: 'other', dial: '+54', tz: 'America/Argentina/Buenos_Aires' }, { name: '印度', en: 'India', region: 'other', dial: '+91', tz: 'Asia/Kolkata' }, { name: '巴基斯坦', en: 'Pakistan', region: 'other', dial: '+92', tz: 'Asia/Karachi' }, { name: '孟加拉国', en: 'Bangladesh', region: 'other', dial: '+880', tz: 'Asia/Dhaka' }, { name: '中国', en: 'China', region: 'other', dial: '+86', tz: 'Asia/Shanghai' }, { name: '韩国', en: 'South Korea', region: 'other', dial: '+82', tz: 'Asia/Seoul' }, { name: '日本', en: 'Japan', region: 'other', dial: '+81', tz: 'Asia/Tokyo' }, ]; const COUNTRY_BY_NAME = Object.fromEntries(COUNTRIES.map(c => [c.name, c])); const STORAGE_KEYS = { customers: 'crm:customers', products: 'crm:products', settings: 'crm:settings', quotes: 'crm:quotes', sellerProfiles: 'crm:sellerProfiles' }; const blankCustomer = () => ({ id: 'c_' + Date.now() + '_' + Math.random().toString(36).slice(2, 7), company: '', contact: '', country: '', region: 'middle_east', email: '', phone: '', isVip: false, hasOrdered: false, preferredContacts: [], website: '', productLines: [], intendedModel: '', intendedQty: '', source: '', tags: '', notes: '', lastContact: '', followUpDays: '', warehouseAddress: '', freightContact: '', shippingMarkNote: '', attachments: [], }); const blankProduct = () => ({ id: 'p_' + Date.now() + '_' + Math.random().toString(36).slice(2, 7), name: '', brand: '', category: '', subCategory: '', subSubCategory: '', powerOrCapacity: '', voltage: '', certifications: '', targetRegions: [], notes: '', }); /* ------------------------------- quotes/invoices ------------------------------ */ const CURRENCIES = [ { code: 'USD', symbol: 'US$' }, { code: 'CNY', symbol: '¥' }, { code: 'RUB', symbol: '₽' }, ]; const DEFAULT_SELLER_PROFILES = [ { id: 'seller_1', name: 'BEIJING JINYIDA BORUI TECHNOLOGY DEVELOPMENT CO., LTD.', address: '313, Floor 3, Building 1, Yard 4, Fuze Road, Fangshan, Beijing, China', logoFileName: '', bankInfo: '', }, { id: 'seller_2', name: 'XINHUA CHUIXUE COMPUTER CO., LTD', address: 'No.8 Wenyuan Street Shijiazhuang, Hebei, China', logoFileName: '', bankInfo: '', }, { id: 'seller_3', name: 'Shenzhen Pengcheng Electric Co., Ltd.', address: "No. 6093, Bao'an Avenue, Xinhe Community, Fuhai Street, Bao'an District, Shenzhen, China", logoFileName: '', bankInfo: '', }, ]; const PAYMENT_TERMS_OPTIONS = [ '100% IN ADVANCE T/T', '50% IN ADVANCE T/T 50% BEFORE DELIVERY', '30% IN ADVANCE T/T 70% BEFORE DELIVERY', ]; const QUOTE_NOTE_DEFAULTS = ['BRAND NEW ORIGINAL PACKED BY CARTON', 'PRICE BASED ON EXW TERM']; const QUOTE_NOTE_OPTIONS = ['IN STOCK', 'LEAD TIME 1 WEEK', 'LEAD TIME 2 WEEKS', 'WARRANTY 1 YEAR', 'WARRANTY 2 YEARS', 'WARRANTY 3 YEARS', 'WARRANTY 5 YEARS']; const blankLineItem = () => ({ id: 'li_' + Date.now() + '_' + Math.random().toString(36).slice(2, 6), description: '', quantity: '', rate: '' }); const blankQuote = (type) => ({ id: 'q_' + Date.now() + '_' + Math.random().toString(36).slice(2, 7), type, // 'quote' | 'invoice' number: '', date: todayStr(), currency: 'USD', sellerProfileId: 'seller_1', customerId: '', billToName: '', shipToName: '', paymentTerms: '', bankInfo: '', signerName: '', lineItems: [blankLineItem()], notes: type === 'quote' ? QUOTE_NOTE_DEFAULTS.join('\n') : '', createdAt: todayStr(), }); function suggestDocNumber(date, existingQuotes, type) { const d = new Date((date || todayStr()) + 'T00:00:00'); const yyyy = d.getFullYear(); const mm = String(d.getMonth() + 1).padStart(2, '0'); const dd = String(d.getDate()).padStart(2, '0'); const base = `${yyyy}${mm}${dd}`; const sameDay = (existingQuotes || []).filter(q => q.type === type && (q.number || '').startsWith(base)); const letter = String.fromCharCode(65 + sameDay.length); return `${base}${letter}`; } function addOneMonth(dateStr) { if (!dateStr) return ''; const d = new Date(dateStr + 'T00:00:00'); d.setMonth(d.getMonth() + 1); return d.toISOString().slice(0, 10); } function formatMoney(amount, currencyCode) { const found = CURRENCIES.find(c => c.code === currencyCode); const symbol = found ? found.symbol : ''; const safeAmount = Number.isFinite(amount) ? amount : 0; return `${symbol}${safeAmount.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`; } function quoteTotals(quote) { const total = (quote.lineItems || []).reduce((sum, li) => { const qty = parseFloat(li.quantity) || 0; const rate = parseFloat(li.rate) || 0; return sum + qty * rate; }, 0); return { total }; } // 客户档案在下拉框里展示的标签:意向型号 - 公司名字 - 客户姓名,方便辨认是哪一个客户 function quoteLinkLabel(c) { const modelQty = [c.intendedModel, c.intendedQty ? `×${c.intendedQty}` : ''].filter(Boolean).join(' '); return [modelQty, c.company, c.contact].filter(Boolean).join(' - ') || '(未命名)'; } // 真正要打印在报价单/Invoice上的客户名称:用公司名/联系人,不能用型号(型号只是用来辨认客户,不是收件人名字) function billPartyName(c) { return c.company || c.contact || ''; } /* ------------------------------- helpers ------------------------------ */ function todayStr() { const d = new Date(); return d.toISOString().slice(0, 10); } function daysSince(dateStr) { if (!dateStr) return Infinity; const last = new Date(dateStr + 'T00:00:00'); const today = new Date(); today.setHours(0, 0, 0, 0); return Math.floor((today - last) / 86400000); } function statusOf(customer, settings) { if (!customer.lastContact) return 'overdue'; const d = daysSince(customer.lastContact); const interval = Number(customer.followUpDays) || settings.defaultFollowUpDays || 30; if (d >= interval) return 'overdue'; if (d >= interval - (settings.dueSoonWindow || 7)) return 'due'; return 'ok'; } function statusLabel(s) { return s === 'overdue' ? '已逾期' : s === 'due' ? '即将到期' : '状态良好'; } function regionLabel(id) { return (REGIONS.find(r => r.id === id) || {}).label || id; } function localTimeInfo(countryName, now) { const c = COUNTRY_BY_NAME[countryName]; if (!c) return null; try { const time = new Intl.DateTimeFormat('zh-CN', { timeZone: c.tz, hour: '2-digit', minute: '2-digit', hour12: false }).format(now); return { time, en: c.en, tz: c.tz }; } catch (e) { return null; } } // 没有手动标记常用联系方式时,邮箱和电话都展示;标了哪个就只展示哪个 function contactDisplayFlags(c) { const preferred = c.preferredContacts || []; const none = preferred.length === 0; return { showEmail: (none || preferred.includes('email')) && !!c.email, showPhone: (none || preferred.includes('phone')) && !!c.phone, }; } // 标题统一规则:意向型号(+数量)优先,没有就退回公司名,再没有就显示未命名 function customerTitle(c) { const modelQty = [c.intendedModel, c.intendedQty ? `× ${c.intendedQty}` : ''].filter(Boolean).join(' '); return modelQty || c.company || '(未命名)'; } function customerTitleIsModel(c) { return !!(c.intendedModel || c.intendedQty); } function reorderArray(arr, fromIndex, toIndex) { const copy = [...arr]; const [moved] = copy.splice(fromIndex, 1); copy.splice(toIndex, 0, moved); return copy; } function reorderWithinCategory(products, category, fromIndex, toIndex) { const catItems = products.filter(p => p.category === category); const reordered = reorderArray(catItems, fromIndex, toIndex); let i = 0; return products.map(p => (p.category === category ? reordered[i++] : p)); } function fmtDate(d) { if (!d) return '—'; return d; } function getTopCategory(id) { return PRODUCT_CATEGORIES.find(c => c.id === id); } function categoryBreadcrumb(p) { const top = getTopCategory(p.category); if (!top) return '未分类'; const sub = top.subs.find(s => s.id === p.subCategory); if (!sub) return top.short; const subsub = sub.subs && sub.subs.find(s => s.id === p.subSubCategory); return [top.short, sub.short, subsub && subsub.short].filter(Boolean).join(' › '); } function generateFollowUpEmail(customer) { const name = customer.contact || customer.company || 'there'; const product = customer.productLines && customer.productLines.length ? customer.productLines.join(', ') : 'our products'; const subject = `Following up – ${customer.company || name}`; const body = `Dear ${name}, I hope this message finds you well. It has been a little while since we last connected, and I wanted to check in regarding ${product}. If you have any upcoming projects or requirements, I would be happy to share our latest pricing, lead times, and technical updates. Please let me know if there is anything I can help with. Looking forward to hearing from you. Best regards, [Your name]`; return { subject, body }; } /* -------------------------------- storage ------------------------------ */ async function loadAll() { let customers = []; let products = []; let settings = DEFAULT_SETTINGS; let quotes = []; let sellerProfiles = DEFAULT_SELLER_PROFILES; try { const c = await storageGet(STORAGE_KEYS.customers); if (c && c.value) customers = JSON.parse(c.value); } catch (e) {} try { const p = await storageGet(STORAGE_KEYS.products); if (p && p.value) products = JSON.parse(p.value); } catch (e) {} try { const s = await storageGet(STORAGE_KEYS.settings); if (s && s.value) settings = { ...DEFAULT_SETTINGS, ...JSON.parse(s.value) }; } catch (e) {} try { const q = await storageGet(STORAGE_KEYS.quotes); if (q && q.value) quotes = JSON.parse(q.value); } catch (e) {} try { const sp = await storageGet(STORAGE_KEYS.sellerProfiles); if (sp && sp.value) sellerProfiles = JSON.parse(sp.value); } catch (e) {} return { customers, products, settings, quotes, sellerProfiles }; } /* -------------------------------- styles -------------------------------- */ const Styles = () => ( ); /* -------------------------------- pieces -------------------------------- */ function StatCard({ num, label, tone }) { return (
{num}
{label}
); } function ProductPills({ value, onChange }) { const toggle = (p) => { const has = value.includes(p); onChange(has ? value.filter(x => x !== p) : [...value, p]); }; return (
{PRODUCT_LINES.map(p => (
toggle(p)}> {value.includes(p) && } {p}
))}
); } function RegionPills({ value, onChange }) { const toggle = (id) => { const has = value.includes(id); onChange(has ? value.filter(x => x !== id) : [...value, id]); }; return (
{REGIONS.map(r => (
toggle(r.id)}> {value.includes(r.id) && } {r.label}
))}
); } /* --------------------------------- app ---------------------------------- */ /* --------------------------------- nav --------------------------------- */ const NAV_GROUPS = [ { label: '客户', items: [ { id: 'monitor', label: '客户监控', icon: LayoutDashboard }, { id: 'manage', label: '客户管理', icon: Users }, ] }, { label: '产品', items: [ { id: 'groups', label: '产品分组', icon: FolderTree }, { id: 'products', label: '产品管理', icon: Package }, { id: 'catalog', label: '产品目录', icon: BookOpen }, ] }, ]; const STANDALONE_NAV = [ { id: 'quotes', label: '报价单制作', icon: FileText }, { id: 'settings', label: '设置', icon: SettingsIcon }, ]; function viewTitle(view) { const all = [...NAV_GROUPS.flatMap(g => g.items), ...STANDALONE_NAV]; const found = all.find(i => i.id === view); return found ? found.label : '客户档案系统'; } /* ------------------------------- login screen ----------------------------- */ function LoginScreen({ onSuccess }) { const [username, setUsername] = useState(''); const [password, setPassword] = useState(''); const [error, setError] = useState(''); const [loading, setLoading] = useState(false); async function handleSubmit(e) { e.preventDefault(); if (loading) return; setError(''); setLoading(true); try { const res = await authLogin(username, password); onSuccess(res.username || username); } catch (e) { setError('用户名或密码不正确'); } finally { setLoading(false); } } return (
客户档案系统
请登录后继续
用户名 setUsername(e.target.value)} autoFocus autoCapitalize="off" />
密码 setPassword(e.target.value)} />
{error &&
{error}
}
); } /* --------------------------------- root --------------------------------- */ export default function CustomerCRM() { const [authState, setAuthState] = useState('checking'); // checking | out | in const [username, setUsername] = useState(null); useEffect(() => { authCheck() .then(res => { if (res.authed) { setUsername(res.username); setAuthState('in'); } else setAuthState('out'); }) .catch(() => setAuthState('out')); }, []); function handleLogout() { authLogout().finally(() => { setUsername(null); setAuthState('out'); }); } if (authState === 'checking') { return (
加载中…
); } if (authState === 'out') { return { setUsername(name); setAuthState('in'); }} />; } return ; } export { LoginScreen, MainApp }; function MainApp({ username, onLogout }) { const [loaded, setLoaded] = useState(false); const [customers, setCustomers] = useState([]); const [products, setProducts] = useState([]); const [settings, setSettings] = useState(DEFAULT_SETTINGS); const [view, setView] = useState('monitor'); const [mobileMenuOpen, setMobileMenuOpen] = useState(false); const [selectedId, setSelectedId] = useState(null); const [draft, setDraft] = useState(null); const [search, setSearch] = useState(''); const [regionFilter, setRegionFilter] = useState('all'); const [attachmentNote, setAttachmentNote] = useState(''); const [attachmentCategory, setAttachmentCategory] = useState(FILE_CATEGORIES[0]); const [attachmentFile, setAttachmentFile] = useState(null); const [uploading, setUploading] = useState(false); const [fileInputKey, setFileInputKey] = useState(0); const [fileDragActive, setFileDragActive] = useState(false); const [selectedProductId, setSelectedProductId] = useState(null); const [productDraft, setProductDraft] = useState(null); const [productSearch, setProductSearch] = useState(''); const [productCategoryFilter, setProductCategoryFilter] = useState('all'); const [emailModal, setEmailModal] = useState(null); const [exportOpen, setExportOpen] = useState(false); const [toast, setToast] = useState(''); const [now, setNow] = useState(() => new Date()); const [dragCustomerIdx, setDragCustomerIdx] = useState(null); const [dragCatalogIdx, setDragCatalogIdx] = useState(null); const [dragGroupState, setDragGroupState] = useState(null); // { category, index } const [pwCurrent, setPwCurrent] = useState(''); const [pwNew, setPwNew] = useState(''); const [pwBusy, setPwBusy] = useState(false); const [aiConfigHasKey, setAiConfigHasKey] = useState(false); const [aiKeyInput, setAiKeyInput] = useState(''); const [aiSaving, setAiSaving] = useState(false); const [aiTesting, setAiTesting] = useState(false); const [aiGenerating, setAiGenerating] = useState(false); const [aiDraftModal, setAiDraftModal] = useState(null); // { channel, customerId, subject, body } const [quotes, setQuotes] = useState([]); const [sellerProfiles, setSellerProfiles] = useState(DEFAULT_SELLER_PROFILES); const [quoteSubView, setQuoteSubView] = useState('list'); // 'list' | 'editor' const [quoteDraft, setQuoteDraft] = useState(null); const [quoteTypeFilter, setQuoteTypeFilter] = useState('all'); const [sellerManagerOpen, setSellerManagerOpen] = useState(false); const [sellerLogoUploading, setSellerLogoUploading] = useState(false); const [pdfExporting, setPdfExporting] = useState(false); useEffect(() => { getAiConfig().then((res) => setAiConfigHasKey(!!res.hasKey)).catch(() => {}); }, []); useEffect(() => { const id = setInterval(() => setNow(new Date()), 30000); return () => clearInterval(id); }, []); useEffect(() => { (async () => { const data = await loadAll(); setCustomers(data.customers); setProducts(data.products); setSettings(data.settings); setQuotes(data.quotes); setSellerProfiles(data.sellerProfiles); setLoaded(true); })(); }, []); useEffect(() => { if (loaded) storageSet(STORAGE_KEYS.customers, JSON.stringify(customers)).catch(() => {}); }, [customers, loaded]); useEffect(() => { if (loaded) storageSet(STORAGE_KEYS.products, JSON.stringify(products)).catch(() => {}); }, [products, loaded]); useEffect(() => { if (loaded) storageSet(STORAGE_KEYS.settings, JSON.stringify(settings)).catch(() => {}); }, [settings, loaded]); useEffect(() => { if (loaded) storageSet(STORAGE_KEYS.quotes, JSON.stringify(quotes)).catch(() => {}); }, [quotes, loaded]); useEffect(() => { if (loaded) storageSet(STORAGE_KEYS.sellerProfiles, JSON.stringify(sellerProfiles)).catch(() => {}); }, [sellerProfiles, loaded]); function notify(msg) { setToast(msg); setTimeout(() => setToast(''), 2200); } function copyText(text) { navigator.clipboard.writeText(text).then( () => notify('已复制到剪贴板'), () => notify('复制失败,请手动选择文本复制') ); } const selected = customers.find(c => c.id === selectedId) || null; const selectedProduct = products.find(p => p.id === selectedProductId) || null; const filteredCustomers = useMemo(() => { let list = customers; if (regionFilter !== 'all') list = list.filter(c => c.region === regionFilter); if (search.trim()) { const q = search.trim().toLowerCase(); list = list.filter(c => (c.company || '').toLowerCase().includes(q) || (c.contact || '').toLowerCase().includes(q) || (c.email || '').toLowerCase().includes(q) || (c.country || '').toLowerCase().includes(q) ); } const order = { overdue: 0, due: 1, ok: 2 }; return [...list].sort((a, b) => order[statusOf(a, settings)] - order[statusOf(b, settings)] || (a.company || '').localeCompare(b.company || '')); }, [customers, search, regionFilter, settings]); const filteredProducts = useMemo(() => { let list = products; if (productCategoryFilter !== 'all') list = list.filter(p => p.category === productCategoryFilter); if (productSearch.trim()) { const q = productSearch.trim().toLowerCase(); list = list.filter(p => (p.name || '').toLowerCase().includes(q) || (p.brand || '').toLowerCase().includes(q) || categoryBreadcrumb(p).toLowerCase().includes(q) ); } return [...list].sort((a, b) => categoryBreadcrumb(a).localeCompare(categoryBreadcrumb(b)) || (a.name || '').localeCompare(b.name || '')); }, [products, productSearch, productCategoryFilter]); const counts = useMemo(() => ({ overdue: customers.filter(c => statusOf(c, settings) === 'overdue').length, due: customers.filter(c => statusOf(c, settings) === 'due').length, total: customers.length, products: products.length, }), [customers, settings, products]); function handleCustomerDrop(dropIdx) { if (dragCustomerIdx === null || dragCustomerIdx === dropIdx) { setDragCustomerIdx(null); return; } setCustomers(prev => reorderArray(prev, dragCustomerIdx, dropIdx)); setDragCustomerIdx(null); } function handleCatalogDrop(dropIdx) { if (dragCatalogIdx === null || dragCatalogIdx === dropIdx) { setDragCatalogIdx(null); return; } setProducts(prev => reorderArray(prev, dragCatalogIdx, dropIdx)); setDragCatalogIdx(null); } function handleGroupDrop(category, dropIdx) { if (!dragGroupState || dragGroupState.category !== category || dragGroupState.index === dropIdx) { setDragGroupState(null); return; } setProducts(prev => reorderWithinCategory(prev, category, dragGroupState.index, dropIdx)); setDragGroupState(null); } async function handleChangePassword() { if (!pwCurrent || !pwNew) { notify('请填写当前密码和新密码'); return; } if (pwNew.length < 4) { notify('新密码至少4位'); return; } setPwBusy(true); try { await authChangePassword(pwCurrent, pwNew); setPwCurrent(''); setPwNew(''); notify('密码已修改'); } catch (e) { notify('修改失败:当前密码不正确'); } finally { setPwBusy(false); } } async function handleSaveAiKey() { if (!aiKeyInput.trim()) { notify('请输入API Key'); return; } setAiSaving(true); try { await saveAiConfig(aiKeyInput.trim()); setAiConfigHasKey(true); setAiKeyInput(''); notify('已保存'); } catch (e) { notify('保存失败'); } finally { setAiSaving(false); } } async function handleTestAiKey() { setAiTesting(true); try { await testAiConfig(); notify('连接成功'); } catch (e) { notify('连接失败,请检查API Key'); } finally { setAiTesting(false); } } async function handleClearAiKey() { if (!window.confirm('确定清除已保存的DeepSeek API Key?')) return; await deleteAiConfig(); setAiConfigHasKey(false); notify('已清除'); } async function handleGenerateAi(customerId, channel) { if (!aiConfigHasKey) { notify('请先在设置中配置DeepSeek API Key'); return; } setAiGenerating(true); try { const result = await generateAiDraft(customerId, channel); setAiDraftModal({ channel, customerId, subject: result.subject || '', body: result.body || '' }); } catch (e) { notify('生成失败:' + (e.message || '请检查API Key和网络')); } finally { setAiGenerating(false); } } function startNewCustomer() { setDraft(blankCustomer()); setSelectedId(null); } function startEditCustomer(c) { setDraft({ ...c, productLines: [...(c.productLines || [])] }); setSelectedId(c.id); } function cancelDraft() { setDraft(null); } function saveDraft() { setCustomers(prev => { const exists = prev.some(c => c.id === draft.id); return exists ? prev.map(c => (c.id === draft.id ? draft : c)) : [...prev, draft]; }); setSelectedId(draft.id); setDraft(null); notify('已保存'); } function deleteCustomer(id) { if (!window.confirm('确定删除该客户档案?此操作不可恢复。')) return; setCustomers(prev => prev.filter(c => c.id !== id)); if (selectedId === id) setSelectedId(null); notify('已删除'); } function markContacted(id) { setCustomers(prev => prev.map(c => (c.id === id ? { ...c, lastContact: todayStr() } : c))); notify('已标记为今日已联系'); } function togglePreferredContact(id, channel) { setCustomers(prev => prev.map(c => { if (c.id !== id) return c; const has = (c.preferredContacts || []).includes(channel); return { ...c, preferredContacts: has ? c.preferredContacts.filter(x => x !== channel) : [...(c.preferredContacts || []), channel] }; })); } function toggleVip(id) { setCustomers(prev => prev.map(c => (c.id === id ? { ...c, isVip: !c.isVip } : c))); } function toggleOrdered(id) { setCustomers(prev => prev.map(c => (c.id === id ? { ...c, hasOrdered: !c.hasOrdered } : c))); } function handleFileDragOver(e) { e.preventDefault(); setFileDragActive(true); } function handleFileDragLeave() { setFileDragActive(false); } function handleFileDrop(e) { e.preventDefault(); setFileDragActive(false); const f = e.dataTransfer.files && e.dataTransfer.files[0]; if (f) setAttachmentFile(f); } async function handleUploadAttachment(customerId) { if (!attachmentFile) { notify('请先选择文件'); return; } setUploading(true); try { const res = await uploadFile(customerId, attachmentFile); setCustomers(prev => prev.map(c => { if (c.id !== customerId) return c; const entry = { fileName: res.fileName, originalName: res.originalName, category: attachmentCategory, note: attachmentNote.trim(), date: todayStr(), }; return { ...c, attachments: [entry, ...(c.attachments || [])] }; })); setAttachmentFile(null); setAttachmentNote(''); setAttachmentCategory(FILE_CATEGORIES[0]); setFileInputKey(k => k + 1); notify('已上传'); } catch (e) { notify('上传失败,请重试'); } finally { setUploading(false); } } async function handleDeleteAttachment(customerId, fileName) { if (!window.confirm('确定删除这个附件?此操作不可恢复。')) return; try { await deleteFile(customerId, fileName); } catch (e) { // 即使服务端删除失败(比如文件已经不存在),也继续把记录从客户档案里移除 } setCustomers(prev => prev.map(c => ( c.id === customerId ? { ...c, attachments: (c.attachments || []).filter(a => a.fileName !== fileName) } : c ))); } function openFollowUpEmail(c) { setEmailModal({ ...generateFollowUpEmail(c), customerId: c.id }); } function startNewProduct() { setProductDraft(blankProduct()); setSelectedProductId(null); } function startEditProduct(p) { setProductDraft({ ...p, targetRegions: [...(p.targetRegions || [])] }); setSelectedProductId(p.id); } function cancelProductDraft() { setProductDraft(null); } function saveProductDraft() { if (!productDraft.name.trim()) { notify('请填写产品型号/名称'); return; } if (!productDraft.category) { notify('请选择产品大类'); return; } setProducts(prev => { const exists = prev.some(p => p.id === productDraft.id); return exists ? prev.map(p => (p.id === productDraft.id ? productDraft : p)) : [...prev, productDraft]; }); setSelectedProductId(productDraft.id); setProductDraft(null); notify('已保存'); } function deleteProduct(id) { if (!window.confirm('确定删除该产品档案?此操作不可恢复。')) return; setProducts(prev => prev.filter(p => p.id !== id)); if (selectedProductId === id) setSelectedProductId(null); notify('已删除'); } /* --------------------------- quotes / invoices --------------------------- */ function startNewQuote(type) { const draft = blankQuote(type); draft.number = suggestDocNumber(draft.date, quotes, type); setQuoteDraft(draft); setQuoteSubView('editor'); } function startEditQuote(q) { setQuoteDraft({ ...q, lineItems: q.lineItems.map(li => ({ ...li })) }); setQuoteSubView('editor'); } function backToQuoteList() { setQuoteDraft(null); setQuoteSubView('list'); } function updateQuoteDraft(patch) { setQuoteDraft(d => ({ ...d, ...patch })); } function handleLinkCustomer(customerId) { if (!customerId) { updateQuoteDraft({ customerId: '', billToName: '' }); return; } const cust = customers.find(c => c.id === customerId); if (!cust) return; updateQuoteDraft({ customerId, billToName: billPartyName(cust) }); } function addLineItem() { setQuoteDraft(d => ({ ...d, lineItems: [...d.lineItems, blankLineItem()] })); } function removeLineItem(liId) { setQuoteDraft(d => ({ ...d, lineItems: d.lineItems.filter(li => li.id !== liId) })); } function updateLineItem(liId, patch) { setQuoteDraft(d => ({ ...d, lineItems: d.lineItems.map(li => (li.id === liId ? { ...li, ...patch } : li)) })); } function saveQuoteDraft() { if (!quoteDraft.number.trim()) { notify('请填写单号'); return; } setQuotes(prev => { const exists = prev.some(q => q.id === quoteDraft.id); return exists ? prev.map(q => (q.id === quoteDraft.id ? quoteDraft : q)) : [...prev, quoteDraft]; }); notify('已保存'); setQuoteDraft(null); setQuoteSubView('list'); } function deleteQuote(id) { if (!window.confirm('确定删除这份文档?此操作不可恢复。')) return; setQuotes(prev => prev.filter(q => q.id !== id)); notify('已删除'); } function handlePrint() { window.print(); } function toggleQuoteNoteLine(line) { const lines = quoteDraft.notes.split('\n').map(l => l.trim()).filter(Boolean); if (lines.includes(line)) { updateQuoteDraft({ notes: lines.filter(l => l !== line).join('\n') }); } else { updateQuoteDraft({ notes: [...lines, line].join('\n') }); } } async function handleExportPdf() { setPdfExporting(true); try { const mod = await import('html2pdf.js'); const html2pdf = mod.default || mod; const el = document.querySelector('.doc-preview'); if (!el) { notify('找不到预览内容'); return; } const filename = `${quoteDraft.type === 'invoice' ? 'Invoice' : 'Quote'}_${quoteDraft.number || 'draft'}.pdf`; await html2pdf().set({ margin: 10, filename, image: { type: 'jpeg', quality: 0.98 }, html2canvas: { scale: 2 }, jsPDF: { unit: 'mm', format: 'a4', orientation: 'portrait' }, }).from(el).save(); } catch (e) { notify('导出PDF失败,请重试'); } finally { setPdfExporting(false); } } /* ------------------------------ seller profiles ----------------------------- */ function updateSellerProfile(id, patch) { setSellerProfiles(prev => prev.map(sp => (sp.id === id ? { ...sp, ...patch } : sp))); } function addSellerProfile() { const id = 'seller_' + Date.now().toString(36); setSellerProfiles(prev => [...prev, { id, name: '新公司名称', address: '', logoFileName: '', bankInfo: '' }]); } function deleteSellerProfile(id) { if (sellerProfiles.length <= 1) { notify('至少要保留一个卖方信息'); return; } if (!window.confirm('确定删除这个卖方信息?')) return; setSellerProfiles(prev => prev.filter(sp => sp.id !== id)); } async function handleSellerLogoPick(id, file) { if (!file) return; setSellerLogoUploading(true); try { const res = await uploadFile(id, file); updateSellerProfile(id, { logoFileName: res.fileName }); notify('Logo已上传'); } catch (e) { notify('上传失败'); } finally { setSellerLogoUploading(false); } } if (!loaded) { return (
加载中…
); } return (
{viewTitle(view)}
{mobileMenuOpen &&
setMobileMenuOpen(false)} />}
客户档案系统
Customer Console
{NAV_GROUPS.map(group => (
{group.label}
{group.items.map(item => { const Icon = item.icon; return (
{ setView(item.id); setMobileMenuOpen(false); }} > {item.label}
); })}
))}
{STANDALONE_NAV.map(item => { const Icon = item.icon; return (
{ setView(item.id); setMobileMenuOpen(false); }} > {item.label}
); })}
{username}
{view === 'monitor' && ( <>
全部客户
拖动卡片可调整顺序
{customers.length === 0 ? (
暂无客户,去"客户管理"添加第一个
) : (
{customers.map((c, idx) => { const s = statusOf(c, settings); const lt = localTimeInfo(c.country, now); const modelQty = [c.intendedModel, c.intendedQty ? `× ${c.intendedQty}` : ''].filter(Boolean).join(' '); const cardTitle = customerTitle(c); const showCompanyLine = !!(modelQty && c.company); const { showEmail, showPhone } = contactDisplayFlags(c); return (
setDragCustomerIdx(idx)} onDragOver={(e) => e.preventDefault()} onDrop={() => handleCustomerDrop(idx)} onDragEnd={() => setDragCustomerIdx(null)} >
{cardTitle}
{c.isVip && } {c.hasOrdered && }
{regionLabel(c.region)} · {c.country || '—'}
{showCompanyLine &&
{c.company}
} {c.contact &&
{c.contact}
} {showEmail &&
{c.email}
} {showPhone &&
{c.phone}
} {lt &&
当地时间 {lt.time}
}
上次联系 {fmtDate(c.lastContact)}
); })}
)} )} {view === 'manage' && (
setSearch(e.target.value)} />
{filteredCustomers.length === 0 ? (
暂无客户,点击上方按钮添加第一个
) : filteredCustomers.map(c => { const s = statusOf(c, settings); const showCompanyInSub = customerTitleIsModel(c) && c.company; return (
{ setDraft(null); setSelectedId(c.id); }}>
{c.isVip && }{c.hasOrdered && }{customerTitle(c)}
{showCompanyInSub && `${c.company} · `}{regionLabel(c.region)} · {c.country || '—'}{localTimeInfo(c.country, now) && ` · 当地 ${localTimeInfo(c.country, now).time}`}
); })}
{draft ? ( ) : selected ? ( startEditCustomer(selected)} onDelete={() => deleteCustomer(selected.id)} onMarkContacted={() => markContacted(selected.id)} onEmail={() => openFollowUpEmail(selected)} onTogglePreferred={(channel) => togglePreferredContact(selected.id, channel)} onToggleVip={() => toggleVip(selected.id)} onToggleOrdered={() => toggleOrdered(selected.id)} attachmentNote={attachmentNote} setAttachmentNote={setAttachmentNote} attachmentCategory={attachmentCategory} setAttachmentCategory={setAttachmentCategory} attachmentFileName={attachmentFile ? attachmentFile.name : ''} onPickAttachment={(f) => setAttachmentFile(f)} uploading={uploading} fileInputKey={fileInputKey} onUploadAttachment={() => handleUploadAttachment(selected.id)} onDeleteAttachment={(fileName) => handleDeleteAttachment(selected.id, fileName)} fileDragActive={fileDragActive} onFileDragOver={handleFileDragOver} onFileDragLeave={handleFileDragLeave} onFileDrop={handleFileDrop} aiConfigHasKey={aiConfigHasKey} aiGenerating={aiGenerating} onGenerateAi={(channel) => handleGenerateAi(selected.id, channel)} /> ) : (
选择左侧客户查看详情,或新建一个客户档案
)}
)} {view === 'groups' && ( <>
按产品大类分组浏览,每组内的产品可以拖拽调整顺序。
{PRODUCT_CATEGORIES.map(cat => { const items = products.filter(p => p.category === cat.id); return (
{cat.short}({items.length})
{items.length === 0 ? (
暂无产品
) : items.map((p, idx) => (
setDragGroupState({ category: cat.id, index: idx })} onDragOver={(e) => e.preventDefault()} onDrop={() => handleGroupDrop(cat.id, idx)} onDragEnd={() => setDragGroupState(null)} >
{p.name || '(未命名)'}
{categoryBreadcrumb(p)}{p.brand ? ` · ${p.brand}` : ''}
))}
); })} )} {view === 'products' && (
setProductSearch(e.target.value)} />
{filteredProducts.length === 0 ? (
暂无产品,点击上方按钮添加第一个
) : filteredProducts.map(p => (
{ setProductDraft(null); setSelectedProductId(p.id); }}>
{p.name || '(未命名)'}
{categoryBreadcrumb(p)}{p.brand ? ` · ${p.brand}` : ''}
))}
{productDraft ? ( ) : selectedProduct ? ( startEditProduct(selectedProduct)} onDelete={() => deleteProduct(selectedProduct.id)} /> ) : (
选择左侧产品查看详情,或新建一个产品档案
)}
)} {view === 'catalog' && ( <>
拖拽卡片调整展示顺序,方便整理成给客户看的产品介绍顺序。
{products.length === 0 ? (
暂无产品,去"产品管理"添加第一个
) : (
{products.map((p, idx) => { const certs = (p.certifications || '').split(',').map(s => s.trim()).filter(Boolean); return (
setDragCatalogIdx(idx)} onDragOver={(e) => e.preventDefault()} onDrop={() => handleCatalogDrop(idx)} onDragEnd={() => setDragCatalogIdx(null)} >
{p.name || '(未命名)'}
{categoryBreadcrumb(p)}
{p.brand &&
品牌:{p.brand}
} {p.powerOrCapacity &&
功率 / 容量:{p.powerOrCapacity}
} {p.voltage &&
电压:{p.voltage}
} {certs.length > 0 &&
{certs.map(cc => {cc})}
}
); })}
)} )} {view === 'quotes' && quoteSubView === 'list' && ( <>
{quotes.filter(q => quoteTypeFilter === 'all' || q.type === quoteTypeFilter).length === 0 ? (
暂无文档,点击上方按钮新建一份
) : [...quotes].filter(q => quoteTypeFilter === 'all' || q.type === quoteTypeFilter).reverse().map(q => { const { total } = quoteTotals(q); return (
startEditQuote(q)}> {q.type === 'quote' ? 'Quote' : 'Invoice'}
{q.number || '(无单号)'} · {q.billToName || '(未填写客户)'}
{q.date} · {formatMoney(total, q.currency)}
); })}
)} {view === 'quotes' && quoteSubView === 'editor' && quoteDraft && ( setSellerManagerOpen(true)} onToggleNoteLine={toggleQuoteNoteLine} /> )} {view === 'settings' && ( <>
跟进与提醒设置
默认跟进周期(天) setSettings(s => ({ ...s, defaultFollowUpDays: Number(e.target.value) || 1 }))} />
"即将到期"提前提醒天数 setSettings(s => ({ ...s, dueSoonWindow: Number(e.target.value) || 1 }))} />
说明:邮件功能用于生成可复制的英文邮件文案,需要你手动粘贴到自己的邮箱发送。报价单制作正在开发中,下一轮会上线。
账号与密码
当前登录账号:{username}
当前密码 setPwCurrent(e.target.value)} />
新密码(至少4位) setPwNew(e.target.value)} />
这个系统现在挂在公网上,定期更换密码、不要把密码告诉别人。
AI 跟进文案(DeepSeek)
状态:{aiConfigHasKey ? 已配置 : 未配置}
DeepSeek API Key setAiKeyInput(e.target.value)} placeholder={aiConfigHasKey ? '已设置,重新填写可覆盖' : '在 platform.deepseek.com 申请'} />
{aiConfigHasKey && }
用于客户详情页的"AI生成邮件 / AI生成WhatsApp话术"功能,调用DeepSeek官方API生成。成本很低(单次生成大概几分钱以内人民币,按你自己DeepSeek账户余额实际扣费),Key只会加密保存在服务器本地,不会显示给任何人。
)}
{aiDraftModal && (
setAiDraftModal(null)}>
e.stopPropagation()}>
{aiDraftModal.channel === 'email' ? 'AI生成邮件' : 'AI生成WhatsApp话术'}
{aiDraftModal.channel === 'email' && (
主题 Subject setAiDraftModal(m => ({ ...m, subject: e.target.value }))} />
)}
{aiDraftModal.channel === 'email' ? '正文 Body' : '消息内容'}