feat: customer assignment - free_customer_assign + customer_reassign pages, register hook bind_type=3, sales list filter

discount/init.py

@@ -881,6 +881,11 @@ def load_discount():
     # Marketing plan discount setting
     env.get_marketing_discount_products = get_marketing_discount_products
     env.get_marketing_info = get_marketing_info
+    # Customer assignment
+    env.get_free_customers = get_free_customers
+    env.get_bound_customers = get_bound_customers
+    env.save_customer_sale = save_customer_sale
+    env.get_reseller_sales = get_reseller_sales
 
 
 async def get_discount_setting_products(request):
@@ -1020,3 +1025,109 @@ async def get_marketing_info(request):
         if recs:
             return {'name': recs[0].name or ''}
         return {}
+
+
+async def get_free_customers(request):
+    """Return unbound customers for the current reseller.
+    Used in Jinja2 template: {% set customers = get_free_customers(request) %}
+    """
+    env = request._run_ns
+    userorgid = await env.get_userorgid()
+    if not userorgid or userorgid == '0':
+        return []
+    dbname = env.get_module_dbname('discount')
+    async with DBPools().sqlorContext(dbname) as sor:
+        # Find customers of this reseller that are unbound (no sale_id)
+        rows = await sor.sqlExe(
+            """SELECT dcb.id as bind_id, dcb.customerid,
+               o.orgname as customer_name, dcb.sale_id
+            FROM discount_customer_bind dcb
+            JOIN organization o ON o.id = dcb.customerid
+            WHERE dcb.resellerid = ${rid}$ AND dcb.sale_id IS NULL
+            ORDER BY o.orgname""",
+            {'rid': userorgid}
+        )
+        return rows or []
+
+
+async def get_bound_customers(request):
+    """Return bound customers with their current sale for the current reseller.
+    Used in Jinja2 template: {% set customers = get_bound_customers(request) %}
+    """
+    env = request._run_ns
+    userorgid = await env.get_userorgid()
+    if not userorgid or userorgid == '0':
+        return []
+    dbname = env.get_module_dbname('discount')
+    async with DBPools().sqlorContext(dbname) as sor:
+        rows = await sor.sqlExe(
+            """SELECT dcb.id as bind_id, dcb.customerid,
+               o.orgname as customer_name, dcb.sale_id,
+               u.nick_name as sale_name
+            FROM discount_customer_bind dcb
+            JOIN organization o ON o.id = dcb.customerid
+            LEFT JOIN users u ON u.id = dcb.sale_id
+            WHERE dcb.resellerid = ${rid}$ AND dcb.sale_id IS NOT NULL
+            ORDER BY o.orgname""",
+            {'rid': userorgid}
+        )
+        return rows or []
+
+
+async def save_customer_sale(request, params_kw):
+    """Save/update sale assignment for a customer (upsert on discount_customer_bind).
+    Called from free_customer_assign and customer_reassign pages on blur.
+    """
+    env = request._run_ns
+    userorgid = await env.get_userorgid()
+    bind_id = params_kw.get('bind_id')
+    customerid = params_kw.get('customerid')
+    sale_id = params_kw.get('sale_id')
+
+    if not customerid:
+        return {'status': 'error', 'message': 'Missing customerid'}
+
+    dbname = env.get_module_dbname('discount')
+    async with DBPools().sqlorContext(dbname) as sor:
+        if bind_id:
+            # Update existing binding
+            await sor.U('discount_customer_bind', {
+                'id': bind_id,
+                'sale_id': sale_id or None,
+            })
+        else:
+            # Create new binding for free customer
+            new_id = getID()
+            await sor.C('discount_customer_bind', {
+                'id': new_id,
+                'customerid': customerid,
+                'resellerid': userorgid,
+                'sale_id': sale_id or None,
+                'promo_code_id': None,
+                'bind_type': '2',  # manual assignment
+            })
+            bind_id = new_id
+
+    return {'status': 'success', 'bind_id': bind_id}
+
+
+async def get_reseller_sales(request):
+    """Return sales users list for the current reseller (for dropdown).
+    Used in Jinja2 template: {% set sales = get_reseller_sales(request) %}
+    """
+    env = request._run_ns
+    userorgid = await env.get_userorgid()
+    if not userorgid or userorgid == '0':
+        return []
+    async with DBPools().sqlorContext('sage') as sor:
+        rows = await sor.sqlExe(
+            """SELECT DISTINCT u.id as sale_id, u.nick_name as sale_name
+            FROM users u
+            JOIN userrole ur ON ur.userid = u.id
+            JOIN role r ON r.id = ur.roleid
+            WHERE r.name = 'sale' AND u.orgid = ${oid}$
+            ORDER BY u.nick_name""",
+            {'oid': userorgid}
+        )
+        return [{'value': r.sale_id, 'text': r.sale_name} for r in rows]
+

scripts/load_path.py

@@ -177,9 +177,17 @@ for tblname in SALE_TABLES:
 # sale 相关 API
 for api_path in get_api_files():
     basename = os.path.basename(api_path)
-    if any(k in basename for k in ["promo_code", "customer_bind"]):
+    if any(k in basename for k in ["promo_code", "customer_bind", "customer_sale"]):
         PATHS_SALE.append(api_path)
 
+# sale 客户分配页面
+PATHS_SALE.extend([
+    f"/{MOD}/free_customer_assign",
+    f"/{MOD}/free_customer_assign/index.ui",
+    f"/{MOD}/customer_reassign",
+    f"/{MOD}/customer_reassign/index.ui",
+])
+
 # ============================================================
 # 去重
 # ============================================================

wwwroot/api/get_customer_sale_list.dspy

@@ -1,15 +1,19 @@
-# 获取机构下所有客户及销售归属
+# 获取当前机构下的客户及销售归属
+userorgid = await get_userorgid()
+if not userorgid:
+    return []
+
 db = DBPools()
-resellerid = params_kw.get('resellerid') or '0'
+resellerid = userorgid
 
 sql = """
 select o.id as customerid, o.orgname as customer_name,
        dcb.id as bind_id, dcb.sale_id,
-       u.name as sale_name
+       u.nick_name as sale_name
 from organization o
 left join discount_customer_bind dcb on dcb.customerid = o.id and dcb.resellerid = ${resellerid}$
-left join user u on u.id = dcb.sale_id
+left join users u on u.id = dcb.sale_id
-where 1=1
+where o.org_type = 'customer' and o.parentid = ${resellerid}$
 order by o.orgname
 """
 

wwwroot/api/save_customer_sale.dspy

@@ -0,0 +1,17 @@
+# Save/update customer-sale assignment (called on blur from customer assign pages)
+from discount.init import save_customer_sale
+
+ret = await save_customer_sale(request, params_kw)
+if ret.get('status') == 'success':
+    return {
+        'widgettype': 'Message',
+        'options': {
+            'title': '成功', 'message': '已更新', 'type': 'success', 'timeout': 2
+        }
+    }
+return {
+    'widgettype': 'Error',
+    'options': {
+        'title': '失败', 'message': ret.get('message', '未知错误'), 'timeout': 3
+    }
+}

wwwroot/customer_reassign/index.ui

@@ -0,0 +1,69 @@
+{% set customers = get_bound_customers(request) %}
+{% set sales = get_reseller_sales(request) %}
+{
+    "widgettype": "VBox",
+    "options": {"width": "100%", "height": "100%", "css": "filler"},
+    "subwidgets": [
+        {
+            "widgettype": "Text",
+            "options": {
+                "text": "客户再分配 - 更换销售",
+                "fontSize": "16px", "fontWeight": "600", "color": "#F1F5F9", "padding": "8px 12px"
+            }
+        },
+        {
+            "widgettype": "HBox",
+            "options": {"bgcolor": "#0F172A", "padding": "8px 0", "borderRadius": "6px 6px 0 0", "alignItems": "center", "width": "100%"},
+            "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "客户名称", "width": "30%", "padding": "0 8px", "fontSize": "12px", "fontWeight": "600", "color": "#94A3B8"}},
+                {"widgettype": "Text", "options": {"text": "当前销售", "width": "25%", "padding": "0 8px", "fontSize": "12px", "fontWeight": "600", "color": "#22C55E"}},
+                {"widgettype": "Text", "options": {"text": "更换为", "width": "35%", "padding": "0 8px", "fontSize": "12px", "fontWeight": "600", "color": "#F59E0B"}},
+                {"widgettype": "Text", "options": {"text": "", "width": "10%", "padding": "0 8px"}}
+            ]
+        },
+        {
+            "widgettype": "VScrollPanel",
+            "options": {"width": "100%", "flex": "1"},
+            "subwidgets": [
+                {
+                    "widgettype": "VBox",
+                    "options": {"width": "100%"},
+                    "subwidgets": [
+{% for c in customers %}
+                        {
+                            "widgettype": "HBox",
+                            "options": {"padding": "6px 0", "border": "0 0 1px 0", "borderColor": "#334155", "alignItems": "center", "width": "100%"},
+                            "subwidgets": [
+                                {"widgettype": "Text", "options": {"text": {{json.dumps(c.customer_name or '')}}, "width": "30%", "padding": "0 8px", "fontSize": "12px", "color": "#E2E8F0"}},
+                                {"widgettype": "Text", "options": {"text": {{json.dumps(c.sale_name or '-')}}, "width": "25%", "padding": "0 8px", "fontSize": "12px", "color": "#22C55E"}},
+                                {
+                                    "widgettype": "UiCode",
+                                    "options": {
+                                        "width": "35%", "padding": "0 8px",
+                                        "name": "sale_id",
+                                        "value": "",
+                                        "placeholder": "选择新销售...",
+                                        "data": {{json.dumps(sales or [], ensure_ascii=False)}}
+                                    },
+                                    "binds": [{
+                                        "wid": "self", "event": "blur",
+                                        "actiontype": "urlwidget", "datawidget": "self", "target": "self",
+                                        "options": {
+                                            "url": "{{entire_url('/discount/api/save_customer_sale.dspy')}}",
+                                            "params": {
+                                                "bind_id": {{json.dumps(c.bind_id or '')}},
+                                                "customerid": {{json.dumps(c.customerid)}}
+                                            }
+                                        }
+                                    }]
+                                },
+                                {"widgettype": "Text", "options": {"text": "", "width": "10%", "padding": "0 8px"}}
+                            ]
+                        }{% if not loop.last %},{% endif %}
+{% endfor %}
+                    ]
+                }
+            ]
+        }
+    ]
+}

wwwroot/free_customer_assign/index.ui

@@ -0,0 +1,67 @@
+{% set customers = get_free_customers(request) %}
+{% set sales = get_reseller_sales(request) %}
+{
+    "widgettype": "VBox",
+    "options": {"width": "100%", "height": "100%", "css": "filler"},
+    "subwidgets": [
+        {
+            "widgettype": "Text",
+            "options": {
+                "text": "自由客户分配 - 选择销售",
+                "fontSize": "16px", "fontWeight": "600", "color": "#F1F5F9", "padding": "8px 12px"
+            }
+        },
+        {
+            "widgettype": "HBox",
+            "options": {"bgcolor": "#0F172A", "padding": "8px 0", "borderRadius": "6px 6px 0 0", "alignItems": "center", "width": "100%"},
+            "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "客户名称", "width": "45%", "padding": "0 8px", "fontSize": "12px", "fontWeight": "600", "color": "#94A3B8"}},
+                {"widgettype": "Text", "options": {"text": "分配销售", "width": "45%", "padding": "0 8px", "fontSize": "12px", "fontWeight": "600", "color": "#F59E0B"}},
+                {"widgettype": "Text", "options": {"text": "状态", "width": "10%", "padding": "0 8px", "fontSize": "12px", "fontWeight": "600", "color": "#94A3B8"}}
+            ]
+        },
+        {
+            "widgettype": "VScrollPanel",
+            "options": {"width": "100%", "flex": "1"},
+            "subwidgets": [
+                {
+                    "widgettype": "VBox",
+                    "options": {"width": "100%"},
+                    "subwidgets": [
+{% for c in customers %}
+                        {
+                            "widgettype": "HBox",
+                            "options": {"padding": "6px 0", "border": "0 0 1px 0", "borderColor": "#334155", "alignItems": "center", "width": "100%"},
+                            "subwidgets": [
+                                {"widgettype": "Text", "options": {"text": {{json.dumps(c.customer_name or '')}}, "width": "45%", "padding": "0 8px", "fontSize": "12px", "color": "#E2E8F0"}},
+                                {
+                                    "widgettype": "UiCode",
+                                    "options": {
+                                        "width": "45%", "padding": "0 8px",
+                                        "name": "sale_id",
+                                        "value": "",
+                                        "placeholder": "选择销售...",
+                                        "data": {{json.dumps(sales or [], ensure_ascii=False)}}
+                                    },
+                                    "binds": [{
+                                        "wid": "self", "event": "blur",
+                                        "actiontype": "urlwidget", "datawidget": "self", "target": "self",
+                                        "options": {
+                                            "url": "{{entire_url('/discount/api/save_customer_sale.dspy')}}",
+                                            "params": {
+                                                "bind_id": {{json.dumps(c.bind_id or '')}},
+                                                "customerid": {{json.dumps(c.customerid)}}
+                                            }
+                                        }
+                                    }]
+                                },
+                                {"widgettype": "Text", "options": {"text": "未分配", "width": "10%", "padding": "0 8px", "fontSize": "11px", "color": "#475569"}}
+                            ]
+                        }{% if not loop.last %},{% endif %}
+{% endfor %}
+                    ]
+                }
+            ]
+        }
+    ]
+}