人员岗位补负责人/线路维护，并同步后台人员、机器人回复与看板页改动。

Co-authored-by: Cursor <cursoragent@cursor.com>

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/controller/InquiryStaffRoleController.java

@@ -114,7 +114,25 @@ public class InquiryStaffRoleController extends JeecgController<InquiryStaffRole
         }
         normalize(body);
         body.setUpdateTime(new Date());
-        staffRoleService.updateById(body);
+        // 销售岗位需把 is_leader 写成 NULL；updateById 默认跳过 null，故用 UpdateWrapper
+        if ("sales".equals(body.getRoleCode())) {
+            staffRoleService.lambdaUpdate()
+                    .eq(InquiryStaffRole::getId, body.getId())
+                    .set(InquiryStaffRole::getName, body.getName())
+                    .set(InquiryStaffRole::getWecomId, body.getWecomId())
+                    .set(InquiryStaffRole::getMobile, body.getMobile())
+                    .set(InquiryStaffRole::getDepartName, body.getDepartName())
+                    .set(InquiryStaffRole::getRoleCode, body.getRoleCode())
+                    .set(InquiryStaffRole::getRoleLabel, body.getRoleLabel())
+                    .set(InquiryStaffRole::getRoutes, "")
+                    .set(InquiryStaffRole::getIsLeader, null)
+                    .set(InquiryStaffRole::getNotifyEventException, body.getNotifyEventException())
+                    .set(InquiryStaffRole::getStatus, body.getStatus())
+                    .set(InquiryStaffRole::getUpdateTime, body.getUpdateTime())
+                    .update();
+        } else {
+            staffRoleService.updateById(body);
+        }
         return Result.OK("更新成功");
     }
 
@@ -214,5 +232,18 @@ public class InquiryStaffRoleController extends JeecgController<InquiryStaffRole
         if (body.getNotifyEventException() == null) {
             body.setNotifyEventException(0);
         }
+        // 销售无负责人/线路；产品与航线须维护（与旧项目 admin-staff 一致）
+        String role = body.getRoleCode();
+        if ("sales".equals(role)) {
+            body.setIsLeader(null);
+            body.setRoutes("");
+        } else if ("air".equals(role) || "sea".equals(role) || "land".equals(role)) {
+            if (body.getIsLeader() == null) {
+                throw new IllegalArgumentException("请选择是否负责人");
+            }
+            if (StringUtils.isBlank(body.getRoutes())) {
+                throw new IllegalArgumentException("请选择负责线路");
+            }
+        }
     }
 }

inquiry-api/jeecg-module-inquiry/src/main/java/org/jeecg/modules/inquiry/entity/InquiryStaffRole.java

@@ -50,9 +50,18 @@ public class InquiryStaffRole implements Serializable {
     @ApiModelProperty("角色展示名")
     private String roleLabel;
 
-    @ApiModelProperty("负责线路")
+    @ApiModelProperty("负责线路（逗号分隔；销售可空）")
     private String routes;
 
+    /**
+     * 是否线路/产品负责人。
+     * <p>
+     * 仅航线·空运 / 产品·海运 / 产品·陆运有意义：1=是、0=否；销售岗位为 null。
+     * 成交/未成交等通知可按线路找负责人（后台维护，智能体后续读取）。
+     */
+    @ApiModelProperty("是否负责人 1是0否，销售为空")
+    private Integer isLeader;
+
     @ApiModelProperty("是否接收事件异常提醒 0/1")
     private Integer notifyEventException;
 

inquiry-backend/src/views/inquiry/botReply/replyCategories.ts

@@ -1,6 +1,6 @@
 /**
- * 机器人回复语分类元数据（版式用，非演示业务数据）。
- * 条目内容一律来自主账 /inquiry/botReply。
+ * 机器人回复语分类元数据（版式用）。
+ * 标题/说明与原型 admin-bot-replies.html 一致；条目来自主账。
  */
 
 export type ReplyItem = {
@@ -53,25 +53,25 @@ export const REPLY_CATEGORY_META: Omit<ReplyCategory, "items">[] = [
   {
     id: "closed",
     title: "已关闭",
-    desc: "工单因超时、重复、误建等原因关闭。",
+    desc: "工单长期无有效推进，由系统自动关闭或人工手动关闭，不等同于客户明确拒绝。",
     tagClass: "tag-rose",
   },
   {
     id: "event-ex",
     title: "事件异常",
-    desc: "销售/产品/航线响应超时等业务事件异常提示。",
+    desc: "业务流程中参与方响应超时等业务侧异常，写入工单「事件异常」字段，需人工跟进。",
     tagClass: "tag-amber",
   },
   {
     id: "sys-ex",
     title: "系统异常",
-    desc: "大模型、TMS、建群等系统失败话术。",
+    desc: "大模型、TMS、企微建群等系统侧调用失败，写入工单「系统异常」字段。",
     tagClass: "tag-rose",
   },
   {
     id: "transfer",
     title: "转人工",
-    desc: "关键词/无价/解析失败等场景转人工话术。",
+    desc: "AI 无法独立完成询价时，引导销售确认是否拉内部航线/产品进群协同。",
     tagClass: "tag-violet",
   },
 ];

inquiry-backend/src/views/inquiry/dashboard/index.vue

@@ -21,16 +21,13 @@ const COST_PLOT_TOP = 36;
 const COST_PLOT_BOTTOM = 186;
 
 const now = new Date();
-const isoDay = now.toISOString().slice(0, 10);
-const dateDisplay = ref(`${isoDay}——${isoDay}`);
-const dateFrom = ref(isoDay);
+/** 用本地日期，避免 toISOString 因时区偏到前一天 */
+const pad2 = (n: number) => String(n).padStart(2, "0");
+const isoDay = `${now.getFullYear()}-${pad2(now.getMonth() + 1)}-${pad2(now.getDate())}`;
+/** 默认：当月 1 号 → 今天（不是当天到当天） */
+const isoMonthStart = `${now.getFullYear()}-${pad2(now.getMonth() + 1)}-01`;
+const dateFrom = ref(isoMonthStart);
 const dateTo = ref(isoDay);
-const dateFromMonth = ref(isoDay.slice(0, 7));
-const dateToMonth = ref(isoDay.slice(0, 7));
-const dateFromYear = ref(isoDay.slice(0, 4));
-const dateToYear = ref(isoDay.slice(0, 4));
-const pickerOpen = ref(false);
-const pickerMode = ref<"day" | "month" | "year">("day");
 const updatedTime = ref("00：00");
 const routeFilterOpen = ref(false);
 const selectedRoutes = ref<string[]>([]);
@@ -60,18 +57,34 @@ const INQUIRY_PLOT_TOP = 36;
 const INQUIRY_PLOT_BOTTOM = 188;
 
 function resolveRange(): string {
-  if (pickerMode.value === "day") {
-    const from = new Date(dateFrom.value);
-    const to = new Date(dateTo.value);
-    const days = Math.max(0, Math.round((to.getTime() - from.getTime()) / 86400000));
-    if (days <= 0) return "today";
-    if (days <= 6) return "7d";
-    return "30d";
-  }
-  if (pickerMode.value === "month") return "30d";
+  const from = new Date(dateFrom.value);
+  const to = new Date(dateTo.value);
+  const days = Math.max(0, Math.round((to.getTime() - from.getTime()) / 86400000));
+  if (days <= 0) return "today";
+  if (days <= 6) return "7d";
   return "30d";
 }
 
+/**
+ * 顶栏日期：与工单列表同一套 a-range-picker（双月历点选起止）。
+ * 不再并排放「按日/月/年」切换，避免顶栏挤换行显得乱。
+ */
+const dateRange = computed({
+  get(): [string, string] | undefined {
+    if (!dateFrom.value && !dateTo.value) return undefined;
+    return [dateFrom.value || "", dateTo.value || ""];
+  },
+  set(v: [string, string] | null | undefined) {
+    dateFrom.value = v?.[0] ? String(v[0]) : isoMonthStart;
+    dateTo.value = v?.[1] ? String(v[1]) : isoDay;
+  },
+});
+
+/** 选完起止日后立刻刷新看板 */
+function onDateRangeChange() {
+  loadMetrics();
+}
+
 async function loadMetrics() {
   loading.value = true;
   try {
@@ -240,14 +253,6 @@ const costXs = computed(() => {
   return costDates.value.map((_, i) => (n === 1 ? 380 : 36 + (654 / (n - 1)) * i));
 });
 
-function applyDateRange() {
-  if (pickerMode.value === "day") dateDisplay.value = `${dateFrom.value}——${dateTo.value}`;
-  else if (pickerMode.value === "month") dateDisplay.value = `${dateFromMonth.value}——${dateToMonth.value}`;
-  else dateDisplay.value = `${dateFromYear.value}——${dateToYear.value}`;
-  pickerOpen.value = false;
-  loadMetrics();
-}
-
 function refreshData() {
   loadMetrics().then(() => message.success("数据已更新"));
 }
@@ -334,7 +339,6 @@ function exportRanking() {
 
 function onDocClick(e: MouseEvent) {
   const t = e.target as HTMLElement;
-  if (!t.closest(".month-range-picker")) pickerOpen.value = false;
   if (!t.closest(".ref-route-filter")) routeFilterOpen.value = false;
 }
 
@@ -353,33 +357,21 @@ onUnmounted(() => document.removeEventListener("click", onDocClick));
   <!-- defer：等布局挂好 #page-topbar-actions 再传送，避免顶栏工具丢失 -->
   <Teleport defer to="#page-topbar-actions">
     <div class="dash-topbar-tools">
-      <div class="month-range-picker" @click.stop>
-        <div class="month-range-input" @click="pickerOpen = !pickerOpen">
-          <span>{{ dateDisplay }}</span>
-          <ProtoIcon name="calendar" :size="14" style="color: #94a3b8" />
-        </div>
-        <div v-show="pickerOpen" class="month-range-dropdown dash-picker-dropdown">
-          <div class="month-range-tabs">
-            <button type="button" class="month-range-tab" :class="{ 'is-active': pickerMode === 'day' }" @click="pickerMode = 'day'">按日</button>
-            <button type="button" class="month-range-tab" :class="{ 'is-active': pickerMode === 'month' }" @click="pickerMode = 'month'">按月</button>
-            <button type="button" class="month-range-tab" :class="{ 'is-active': pickerMode === 'year' }" @click="pickerMode = 'year'">按年</button>
-          </div>
-          <div class="dash-picker-body">
-            <template v-if="pickerMode === 'day'">
-              <input v-model="dateFrom" type="date" class="dash-picker-input" />
-              <input v-model="dateTo" type="date" class="dash-picker-input" />
-            </template>
-            <template v-else-if="pickerMode === 'month'">
-              <input v-model="dateFromMonth" type="month" class="dash-picker-input" />
-              <input v-model="dateToMonth" type="month" class="dash-picker-input" />
-            </template>
-            <template v-else>
-              <input v-model="dateFromYear" type="number" min="2020" max="2035" class="dash-picker-input" placeholder="起始年" />
-              <input v-model="dateToYear" type="number" min="2020" max="2035" class="dash-picker-input" placeholder="结束年" />
-            </template>
-            <button type="button" class="btn btn-primary" style="width: 100%; min-height: 32px; height: 32px" @click="applyDateRange">确定</button>
-          </div>
-        </div>
+      <div class="toolbar-date-range dash-toolbar-date" title="选择统计起止日期">
+        <a-range-picker
+          v-model:value="dateRange"
+          class="toolbar-range-picker dash-range-picker"
+          value-format="YYYY-MM-DD"
+          separator="至"
+          :placeholder="['开始日期', '结束日期']"
+          :allow-clear="false"
+          :input-read-only="true"
+          @change="onDateRangeChange"
+        >
+          <template #suffixIcon>
+            <ProtoIcon name="calendar" :size="14" />
+          </template>
+        </a-range-picker>
       </div>
       <div class="dashboard-data-note" aria-live="polite">
         <span class="dashboard-data-note__icon"><ProtoIcon name="clock" :size="13" /></span>
@@ -634,38 +626,30 @@ onUnmounted(() => document.removeEventListener("click", onDocClick));
 <style scoped>
 .dash-topbar-tools {
   display: flex;
-  flex-wrap: wrap;
+  flex-wrap: nowrap;
   align-items: center;
   gap: 8px;
 }
 
-.dash-picker-dropdown {
-  position: absolute;
-  right: 0;
-  top: calc(100% + 8px);
-  width: 300px;
-  z-index: 80;
+.dash-toolbar-date {
+  height: 34px;
+  flex-shrink: 0;
 }
 
-.dash-picker-body {
-  display: grid;
-  gap: 8px;
-  padding-top: 4px;
-}
-
-.dash-picker-input {
-  width: 100%;
-  height: 32px;
-  padding: 0 10px;
-  border: 1px solid #dfe5ee;
-  border-radius: 7px;
-  font-size: 11px;
-  font-weight: 700;
+.dash-toolbar-date :deep(.ant-picker) {
+  height: 34px !important;
+  min-height: 34px !important;
+  width: 260px !important;
 }
 
 .dash-refresh-btn {
   height: 34px;
   min-height: 34px;
+  flex-shrink: 0;
+}
+
+.dashboard-data-note {
+  flex-shrink: 0;
 }
 
 .dash-chart-title {

inquiry-backend/src/views/inquiry/mock/botReplies.ts

@@ -1,5 +1,6 @@
 /**
- * 机器人回复语：九分类对齐原型 admin-bot-replies.html（条目精简但仍覆盖各类）。
+ * 机器人回复语：完整照搬原型 admin-bot-replies.html（V1.0.24）。
+ * 共 9 类 37 条；与 deploy/sql/inquiry_bot_reply_proto_seed_v1.sql 同源。
  */
 
 export type ReplyItem = {
@@ -44,8 +45,26 @@ export const mockReplyCategories: ReplyCategory[] = [
       },
       {
         id: "r4",
+        trigger: "AI 解析失败 → 要求补充参数",
+        text: "未能完全理解需求，请补充或确认：起运地？目的地？件数？毛重？体积？如有品名和时效要求，也请一并补充。",
+        enabled: true,
+      },
+      {
+        id: "r5",
         trigger: "TMS 命中标准价 → 询问是否内部协同",
-        text: "TMS 标准报价合计 {{system_quote}}，预计时效 {{eta}}。是否需要咨询内部人员，或直接生成报价单？",
+        text: "TMS 标准报价合计 {{system_quote}}，预计时效 {{eta}}。价格明细：空运价、操作费、文件费、报关费、提货费、目的地杂费、其他附加费。{{history_hint}}是否需要咨询内部{{internal_role_label}}人员，或直接生成报价单？",
+        enabled: true,
+      },
+      {
+        id: "r6",
+        trigger: "销售确认创建内部协同群",
+        text: "正在创建内部协同群「{{group_name}}」，并拉入销售 {{sales_name}}、{{internal_staff}} 及询价机器人。工单 {{ticket_no}} 保持「询价中」，等待内部反馈。",
+        enabled: true,
+      },
+      {
+        id: "r7",
+        trigger: "内部人员回复手工报价",
+        text: "收到 {{staff_name}}（{{staff_role}}）的手工报价，已结构化处理。报价 {{manual_quote}}，附件 {{quote_attachment}} 已存入工单，正在整理报价方案…",
         enabled: true,
       },
     ],
@@ -57,21 +76,39 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-blue",
     items: [
       {
-        id: "r5",
+        id: "r8",
         trigger: "报价方案整理完成 → 询问是否采用",
-        text: "工单 {{ticket_no}} 状态已更新为「已报价」。整理后的报价方案：{{route_summary}} · {{quote_amount}} · {{eta}}。请确认是否采用。",
+        text: "工单 {{ticket_no}} 状态已更新为「已报价」。整理后的报价方案：{{route_summary}} · {{quote_amount}} · {{eta}}。请确认是否采用：（采用，生成 Excel 报价单 / 采用，生成 PDF 报价单 / 不采用）",
         enabled: true,
       },
       {
-        id: "r6",
+        id: "r9",
+        trigger: "销售确认采用 → 生成最终报价单",
+        text: "已确认采用该方案，正在生成 {{quote_format}} 最终报价单…工单保持「已报价」，完成后可直接转发给客户。",
+        enabled: true,
+      },
+      {
+        id: "r10",
         trigger: "最终报价单生成完成",
         text: "最终报价单已生成：{{quote_file}}（{{quote_amount}} · {{route_summary}}）。工单 {{ticket_no}} 保持「已报价」，报价单已归档。",
         enabled: true,
       },
       {
-        id: "r7",
+        id: "r11",
+        trigger: "销售发送比例调价指令",
+        text: "已识别调价指令：在当前报价基础上{{adjust_direction}}{{adjust_percent}}%。原报价 {{original_quote}} → 新报价 {{new_quote}}。正在刷新报价并重新生成报价单，工单保持「已报价」。",
+        enabled: true,
+      },
+      {
+        id: "r12",
+        trigger: "二次询价 · 关联历史工单",
+        text: "识别为二次询价，已关联历史工单 {{history_ticket_no}}。TMS 标准报价 {{system_quote}}；上次报价 {{history_quote}}，历史报价文档已引用至当前会话。",
+        enabled: true,
+      },
+      {
+        id: "r13",
         trigger: "报价单出具满*小时 → 发起成交跟进",
-        text: "工单 {{ticket_no}} 已于 {{quote_time}} 出具报价。请确认当前与客户的成交状态：（成交 / 未成交 / 协商中）",
+        text: "工单 {{ticket_no}} 已于 {{quote_time}} 出具报价（{{route_summary}} · {{quote_amount}}）。请确认当前与客户的成交状态：（成交 / 未成交 / 协商中）",
         enabled: true,
       },
     ],
@@ -83,15 +120,15 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-green",
     items: [
       {
-        id: "r8",
+        id: "r14",
         trigger: "销售在成交跟进中选择「成交」",
-        text: "已记录为「已成交」。工单 {{ticket_no}} 状态已更新，成交确认时间 {{deal_time}} 已写入后台。",
+        text: "已记录为「已成交」。工单 {{ticket_no}} 状态已更新，成交确认时间 {{deal_time}} 已写入后台。已推送成交通知至 {{manager_name}}（{{manager_role}}）。",
         enabled: true,
       },
       {
-        id: "r9",
+        id: "r15",
         trigger: "成交确认 → 企微推送负责人",
-        text: "【成交通知】工单 {{ticket_no}} 已成交。销售：{{sales_name}} · 路线：{{route_summary}} · 报价：{{quote_amount}}。",
+        text: "【成交通知】工单 {{ticket_no}} 已成交。销售：{{sales_name}} · 业务：{{biz_type}} · 路线：{{route_summary}}报价：{{quote_amount}} · 确认时间：{{deal_time}}推送对象：{{manager_name}}（{{manager_role}}）。请知悉并安排后续履约跟进。",
         enabled: true,
       },
     ],
@@ -103,15 +140,27 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-amber",
     items: [
       {
-        id: "r10",
+        id: "r16",
         trigger: "销售选择「不采用」当前报价方案",
-        text: "工单 {{ticket_no}} 状态已更新为「协商中」。请问希望如何调整？",
+        text: "工单 {{ticket_no}} 状态已更新为「协商中」。请问希望如何调整？可说明调价幅度、换舱/时效要求，或是否需要重新拉内部{{internal_role_label}}协同。",
         enabled: true,
       },
       {
-        id: "r11",
+        id: "r17",
         trigger: "成交跟进中选择「协商中」",
-        text: "已记录为「协商中」。工单跟进周期已顺延，将于 {{next_followup_time}} 再次询问成交状态。",
+        text: "已记录为「协商中」。工单跟进周期已顺延 {{negotiate_extend_days}}个工作日，将于 {{next_followup_time}} 再次向您发起成交状态询问。",
+        enabled: true,
+      },
+      {
+        id: "r18",
+        trigger: "协商跟进周期到期 → 再次询问",
+        text: "工单 {{ticket_no}} 协商跟进周期已到（{{route_summary}} · {{quote_amount}}）。请再次确认当前成交状态：（成交 / 未成交 / 协商中）",
+        enabled: true,
+      },
+      {
+        id: "r19",
+        trigger: "调价或重新协同完成 → 出具新方案",
+        text: "协商调整已完成，新报价方案：{{route_summary}} · {{quote_amount}} · {{eta}}。工单状态更新为「已报价」，请确认是否采用。",
         enabled: true,
       },
     ],
@@ -123,15 +172,21 @@ export const mockReplyCategories: ReplyCategory[] = [
     tagClass: "tag-rose",
     items: [
       {
-        id: "r12",
-        trigger: "销售选择「未成交」",
-        text: "已记录为「未成交」。请补充未成交原因，工单 {{ticket_no}} 将关闭智能体跟进。",
+        id: "r20",
+        trigger: "成交跟进中选择「未成交」",
+        text: "请告知{{ticket_no}}「未成交」的原因（必填）。回复后系统将记录至工单 {{ticket_no}}，并推送未成交通知至对应负责人。",
         enabled: true,
       },
       {
-        id: "r13",
-        trigger: "未成交 → 通知负责人",
-        text: "【未成交通知】工单 {{ticket_no}} 未成交。原因：{{lost_reason}}。",
+        id: "r21",
+        trigger: "销售回复未成交原因 → 关单并通知负责人",
+        text: "已记录为「未成交」。原因：{{reject_reason}}。登记时间 {{reject_time}}，已推送未成交通知至 {{manager_name}}（{{manager_role}}）。工单 {{ticket_no}} 已归档。",
+        enabled: true,
+      },
+      {
+        id: "r22",
+        trigger: "未成交确认 → 企微推送负责人",
+        text: "【未成交通知】工单 {{ticket_no}} 未成交。销售：{{sales_name}} · 业务：{{biz_type}} · 路线：{{route_summary}}未成交原因：{{reject_reason}}登记时间：{{reject_time}} · 推送对象：{{manager_name}}（{{manager_role}}）。请知悉本单未成单情况。",
         enabled: true,
       },
     ],
@@ -139,13 +194,19 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "closed",
     title: "已关闭",
-    desc: "工单因超时、重复、误建等原因关闭。",
+    desc: "工单长期无有效推进，由系统自动关闭或人工手动关闭，不等同于客户明确拒绝。",
     tagClass: "tag-rose",
     items: [
       {
-        id: "r14",
-        trigger: "销售主动关闭工单",
-        text: "工单 {{ticket_no}} 已关闭。如需再次询价，请重新描述需求。",
+        id: "r23",
+        trigger: "达到配置超时时间 → 系统自动关闭",
+        text: "工单 {{ticket_no}} 因「{{close_reason}}」已达关闭条件，系统已自动关闭。关闭时间：{{close_time}}。本单不再发起成交跟进，亦不触发成交/未成交通知。",
+        enabled: true,
+      },
+      {
+        id: "r24",
+        trigger: "销售/客服手动关闭工单",
+        text: "工单 {{ticket_no}} 已由 {{operator_name}} 手动关闭。关闭原因：{{close_reason}}。如需重新询价，请发起新的询价对话。",
         enabled: true,
       },
     ],
@@ -153,19 +214,25 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "event-ex",
     title: "事件异常",
-    desc: "销售/产品/航线响应超时等业务事件异常提示。",
+    desc: "业务流程中参与方响应超时等业务侧异常，写入工单「事件异常」字段，需人工跟进。",
     tagClass: "tag-amber",
     items: [
       {
-        id: "r15",
-        trigger: "销售响应超时",
-        text: "工单 {{ticket_no}} 销售响应超时，已通知负责人跟进。",
+        id: "r25",
+        trigger: "内部协同*小时无响应 → 群内提醒",
+        text: "@{{staff_name}} @{{sales_name}} 工单 {{ticket_no}} 已超过 {{timeout_hours}} 小时未收到内部协同回复，请尽快确认。事件异常：{{event_exception_type}}。",
         enabled: true,
       },
       {
-        id: "r16",
-        trigger: "产品 / 航线响应超时",
-        text: "内部协同人员响应超时，工单 {{ticket_no}} 已标记事件异常。",
+        id: "r26",
+        trigger: "内部协同超时达告警阈值 → 生成告警工单",
+        text: "工单 {{ticket_no}} 内部协同已超过 {{alert_hours}} 小时未响应，已生成「{{event_exception_type}}」告警，请管理员跟进。未响应人员：{{staff_name}}（{{staff_role}}）。",
+        enabled: true,
+      },
+      {
+        id: "r27",
+        trigger: "成交跟进多次无响应 → 标记销售响应超时",
+        text: "工单 {{ticket_no}} 成交跟进已发起 {{followup_count}} 次，销售仍未回复。事件异常：销售响应超时。如继续无响应，系统将按配置自动关闭工单。",
         enabled: true,
       },
     ],
@@ -173,19 +240,31 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "sys-ex",
     title: "系统异常",
-    desc: "大模型、TMS、建群等系统失败话术。",
+    desc: "大模型、TMS、企微建群等系统侧调用失败，写入工单「系统异常」字段。",
     tagClass: "tag-rose",
     items: [
       {
-        id: "r17",
-        trigger: "大模型异常",
-        text: "需求识别暂时失败，请稍后重试或补充文字描述。工单 {{ticket_no}} 已记录系统异常。",
+        id: "r28",
+        trigger: "大模型调用失败",
+        text: "AI 解析暂时不可用（{{system_error_detail}}）。工单 {{ticket_no}} 已标记系统异常：大模型异常。请稍后重试，或回复「人工报价」转人工处理。",
         enabled: true,
       },
       {
-        id: "r18",
-        trigger: "TMS 异常",
-        text: "TMS 标准价查询失败，已记录系统异常。可选择转内部人工报价。",
+        id: "r29",
+        trigger: "TMS 接口调用失败",
+        text: "TMS 标准价库查询失败（{{system_error_detail}}）。工单已标记系统异常：TMS异常。可稍后重试，或选择转人工由内部人员报价。",
+        enabled: true,
+      },
+      {
+        id: "r30",
+        trigger: "企微建群 / 添加成员失败",
+        text: "创建协同群失败，无法添加 {{staff_name}}（{{staff_wechat_id}}）。系统异常：建群异常 · {{system_error_detail}}。已在后台生成异常工单，请联系管理员检查人员配置。",
+        enabled: true,
+      },
+      {
+        id: "r31",
+        trigger: "系统异常处理完成",
+        text: "工单 {{ticket_no}} 系统异常「{{system_exception_type}}」已处理完毕，工单状态恢复为「{{restored_status}}」。处理记录：{{handle_note}}",
         enabled: true,
       },
     ],
@@ -193,19 +272,43 @@ export const mockReplyCategories: ReplyCategory[] = [
   {
     id: "transfer",
     title: "转人工",
-    desc: "关键词/无价/解析失败等场景转人工话术。",
+    desc: "AI 无法独立完成询价时，引导销售确认是否拉内部航线/产品进群协同。",
     tagClass: "tag-violet",
     items: [
       {
-        id: "r19",
-        trigger: "销售要求转人工",
-        text: "已为您转接人工处理，请稍候。工单 {{ticket_no}} 保持当前状态。",
+        id: "r32",
+        trigger: "TMS 暂无报价",
+        text: "暂无 TMS 标准报价。触发转人工：{{transfer_reason}}。是否拉{{internal_role_label}}进群协同？（是 / 否）",
         enabled: true,
       },
       {
-        id: "r20",
-        trigger: "无 TMS 标准价 → 引导转人工",
-        text: "当前线路暂无标准价，建议转内部人工报价或转人工客服。",
+        id: "r33",
+        trigger: "意图识别失败",
+        text: "已尝试 {{intent_retry}} 次澄清，仍无法识别询价意图。触发转人工：意图识别失败。是否拉{{internal_role_label}}进群协同？（是 / 否）",
+        enabled: true,
+      },
+      {
+        id: "r34",
+        trigger: "参数提取不全",
+        text: "已连续 {{param_retry}} 次反问补充询价参数仍未完整。触发转人工：参数提取不全。是否拉{{internal_role_label}}进群协同？（是 / 否）",
+        enabled: true,
+      },
+      {
+        id: "r35",
+        trigger: "报价解析失败",
+        text: "触发转人工：{{transfer_reason}}（已连续失败 {{fail_count}} 次）。是否拉{{internal_role_label}}进群协同？（是 / 否）",
+        enabled: true,
+      },
+      {
+        id: "r36",
+        trigger: "空运锁舱/释放舱位失败",
+        text: "触发转人工：{{transfer_reason}}（已连续失败 {{fail_count}} 次）。请航线人员在 TMS 侧手工处理，或手动拉相关人员协助。请务必在群聊发送工单编号 {{ticket_no}}。",
+        enabled: true,
+      },
+      {
+        id: "r37",
+        trigger: "销售发送「人工报价」",
+        text: "已识别转人工指令。{{confirm_pull_group}}正在创建内部协同群，拉入销售 {{sales_name}}、{{internal_staff}} 及询价机器人…工单 {{ticket_no}} 进入「询价中」。",
         enabled: true,
       },
     ],

inquiry-backend/src/views/inquiry/staffRole/index.vue

@@ -2,7 +2,8 @@
 /**
  * 员工管理：对接主账 /inquiry/staffRole。
  * 企微 userid 可手工维护，也可点「同步企业微信」由主账 upsert（姓名/手机/部门）。
- * 浏览器禁止直连企微；岗位/线路仍手工改。
+ * 浏览器禁止直连企微；岗位/负责人/线路仍手工改。
+ * 产品·航线：负责人（是/否）+ 负责线路多选，选项照搬旧项目 admin-staff。
  */
 import { computed, onMounted, reactive, ref, watch } from "vue";
 import { message, Modal } from "ant-design-vue";
@@ -33,6 +34,8 @@ type StaffRow = {
   role: StaffRole;
   roleLabel: string;
   routes: string;
+  /** 产品/航线是否负责人；销售为 null */
+  isLeader: boolean | null;
   notifyEventException: boolean;
   createdAt: string;
   status: "active" | "disabled";
@@ -48,6 +51,48 @@ const roleLabelMap: Record<StaffRole, string> = {
   land: "产品·陆运",
 };
 
+/** 按岗位的负责线路选项（与原型 admin-staff.html ROUTES_BY_ROLE 一致） */
+const ROUTES_BY_ROLE: Record<Exclude<StaffRole, "sales">, string[]> = {
+  air: [
+    "CGO-KUL",
+    "SZX-KUL",
+    "HKG-KUL",
+    "NKG-KUL",
+    "HKG-DEL",
+    "CGO-MAA",
+    "CGO-BLR",
+    "ZUH-CRK",
+    "WNZ-CGK",
+    "BKK",
+    "外采-空运",
+    "全线",
+  ],
+  sea: ["海运全线"],
+  land: ["中港/中亚/中欧", "国内长途/零担", "国内城配/拖车/打包", "东南亚"],
+};
+
+const ALL_ROUTE_FILTER_OPTIONS = [
+  ...ROUTES_BY_ROLE.air,
+  ...ROUTES_BY_ROLE.sea,
+  ...ROUTES_BY_ROLE.land,
+];
+
+function isProductOrAir(role: StaffRole) {
+  return role === "air" || role === "sea" || role === "land";
+}
+
+function parseRouteList(raw: string): string[] {
+  if (!raw || raw === "-") return [];
+  return raw
+    .split(/[/·,、]/)
+    .map((s) => s.trim())
+    .filter(Boolean);
+}
+
+function joinRoutes(list: string[]) {
+  return list.map((s) => s.trim()).filter(Boolean).join(",");
+}
+
 const rows = ref<StaffRow[]>([]);
 const loading = ref(false);
 const total = ref(0);
@@ -76,14 +121,32 @@ const form = reactive({
   phone: "",
   dept: "",
   role: "sales" as StaffRole,
-  routes: "",
+  /** 空字符串=未选；true/false 字符串对齐旧项目下拉 */
+  isLeader: "" as "" | "true" | "false",
+  /** 负责线路多选；销售岗位不展示 */
+  routeList: [] as string[],
   notifyEventException: false,
   status: "active" as StaffRow["status"],
 });
 
+/** 当前岗位可选线路；销售为空 */
+const routeOptions = computed(() => {
+  if (!isProductOrAir(form.role)) return [] as string[];
+  return ROUTES_BY_ROLE[form.role];
+});
+
+const showLeaderAndRoutes = computed(() => isProductOrAir(form.role));
+
 const filtered = computed(() => rows.value);
 
+/**
+ * 部门下拉过滤：点开/聚焦时展示全量树；只有用户继续打字才按关键字筛。
+ * 为何：编辑时 form.dept 已是「武汉友通达」等完整名，若直接用它过滤会只剩 1 条。
+ */
+const deptFilterActive = ref(false);
+
 const filteredDeptOptions = computed(() => {
+  if (!deptFilterActive.value) return deptOptions.value;
   const q = (form.dept || "").trim().toLowerCase();
   if (!q) return deptOptions.value;
   return deptOptions.value.filter((d) => d.name.toLowerCase().includes(q));
@@ -97,6 +160,9 @@ function colorFor(name: string) {
 
 function mapRow(r: any): StaffRow {
   const role = (r.roleCode || "sales") as StaffRole;
+  let isLeader: boolean | null = null;
+  if (r.isLeader === 1 || r.isLeader === true) isLeader = true;
+  else if (r.isLeader === 0 || r.isLeader === false) isLeader = false;
   return {
     id: String(r.id || ""),
     name: r.name || "",
@@ -106,6 +172,7 @@ function mapRow(r: any): StaffRow {
     role: ["sales", "air", "sea", "land"].includes(role) ? role : "sales",
     roleLabel: r.roleLabel || roleLabelMap[role] || role,
     routes: r.routes || "-",
+    isLeader,
     notifyEventException: r.notifyEventException === 1 || r.notifyEventException === true,
     createdAt: (r.createTime || "").toString().slice(0, 10) || "—",
     status: r.status === "disabled" ? "disabled" : "active",
@@ -264,6 +331,7 @@ let deptBlurTimer: ReturnType<typeof setTimeout> | null = null;
 
 function pickDept(d: DeptOption) {
   form.dept = d.name;
+  deptFilterActive.value = false;
   deptOpen.value = false;
 }
 
@@ -272,20 +340,45 @@ function onDeptFocus() {
     clearTimeout(deptBlurTimer);
     deptBlurTimer = null;
   }
+  // 聚焦先看全量，避免当前部门名把列表滤成一项
+  deptFilterActive.value = false;
   deptOpen.value = true;
   ensureDeptOptions();
 }
 
+function onDeptInput() {
+  deptFilterActive.value = true;
+  deptOpen.value = true;
+}
+
 function onDeptBlur() {
   deptBlurTimer = setTimeout(() => {
     deptOpen.value = false;
+    deptFilterActive.value = false;
   }, 180);
 }
 
 watch(
   () => modalOpen.value,
   (open) => {
-    if (!open) deptOpen.value = false;
+    if (!open) {
+      deptOpen.value = false;
+      deptFilterActive.value = false;
+    }
+  },
+);
+
+/** 换岗位时：销售清空负责人/线路；产品航线只保留本岗可选线路 */
+watch(
+  () => form.role,
+  (role) => {
+    if (!isProductOrAir(role)) {
+      form.isLeader = "";
+      form.routeList = [];
+      return;
+    }
+    const valid = new Set(ROUTES_BY_ROLE[role]);
+    form.routeList = form.routeList.filter((r) => valid.has(r));
   },
 );
 
@@ -297,7 +390,8 @@ function openCreate() {
     phone: "",
     dept: "",
     role: "sales",
-    routes: "",
+    isLeader: "",
+    routeList: [],
     notifyEventException: false,
     status: "active",
   });
@@ -308,13 +402,16 @@ function openCreate() {
 
 function openEdit(row: StaffRow) {
   editing.value = row;
+  const valid = isProductOrAir(row.role) ? new Set(ROUTES_BY_ROLE[row.role]) : null;
+  const routes = parseRouteList(row.routes).filter((r) => (valid ? valid.has(r) : true));
   Object.assign(form, {
     name: row.name,
     wecomId: row.wecomId,
     phone: row.phoneMasked === "未填写" ? "" : row.phoneMasked,
     dept: row.dept === "未分配" ? "" : row.dept,
     role: row.role,
-    routes: row.routes === "-" ? "" : row.routes,
+    isLeader: row.isLeader === true ? "true" : row.isLeader === false ? "false" : "",
+    routeList: routes,
     notifyEventException: Boolean(row.notifyEventException),
     status: row.status,
   });
@@ -328,6 +425,16 @@ async function saveStaff() {
     message.warning("请填写姓名与企业微信 ID");
     return;
   }
+  if (isProductOrAir(form.role)) {
+    if (form.isLeader !== "true" && form.isLeader !== "false") {
+      message.warning("请选择是否负责人");
+      return;
+    }
+    if (!form.routeList.length) {
+      message.warning("请选择负责线路");
+      return;
+    }
+  }
   const body = {
     id: editing.value?.id,
     name: form.name.trim(),
@@ -336,7 +443,8 @@ async function saveStaff() {
     departName: form.dept.trim() || undefined,
     roleCode: form.role,
     roleLabel: roleLabelMap[form.role],
-    routes: form.routes.trim() || undefined,
+    routes: isProductOrAir(form.role) ? joinRoutes(form.routeList) : undefined,
+    isLeader: isProductOrAir(form.role) ? (form.isLeader === "true" ? 1 : 0) : null,
     notifyEventException: form.notifyEventException ? 1 : 0,
     status: form.status,
   };
@@ -383,11 +491,11 @@ async function syncWecom() {
 }
 
 function routeTags(routes: string) {
-  if (!routes || routes === "-") return [];
-  return routes
-    .split(/[/·,、]/)
-    .map((s) => s.trim())
-    .filter(Boolean);
+  return parseRouteList(routes);
+}
+
+function filterRouteOption(input: string, option: any) {
+  return String(option?.label ?? "").includes(input);
 }
 </script>
 
@@ -438,15 +546,7 @@ function routeTags(routes: string) {
       </select>
       <select v-model="filters.route">
         <option value="">负责线路</option>
-        <option value="CGO-KUL">CGO-KUL</option>
-        <option value="HKG-KUL">HKG-KUL</option>
-        <option value="全线">全线</option>
-        <option value="外采-空运">外采-空运</option>
-        <option value="海运全线">海运全线</option>
-        <option value="中港/中亚/中欧">中港/中亚/中欧</option>
-        <option value="国内长途/零担">国内长途/零担</option>
-        <option value="国内城配/拖车/打包">国内城配/拖车/打包</option>
-        <option value="东南亚">东南亚</option>
+        <option v-for="r in ALL_ROUTE_FILTER_OPTIONS" :key="r" :value="r">{{ r }}</option>
       </select>
       <select v-model="filters.status">
         <option value="">状态</option>
@@ -558,7 +658,7 @@ function routeTags(routes: string) {
           :disabled="deptLoading"
           :placeholder="deptLoading ? '加载部门…' : '请选择或输入部门'"
           @focus="onDeptFocus"
-          @input="deptOpen = true"
+          @input="onDeptInput"
           @blur="onDeptBlur"
         />
         <span class="dept-combo-arrow" aria-hidden="true">▾</span>
@@ -585,9 +685,13 @@ function routeTags(routes: string) {
         <option value="land">产品·陆运</option>
       </select>
     </div>
-    <div class="form-row">
-      <label class="lbl">负责线路</label>
-      <input v-model="form.routes" class="field" type="text" placeholder="销售可留空" />
+    <div v-if="showLeaderAndRoutes" class="form-row">
+      <label class="lbl">负责人 <span class="req">*</span></label>
+      <select v-model="form.isLeader" class="field">
+        <option value="">请选择是否负责人</option>
+        <option value="true">是</option>
+        <option value="false">否</option>
+      </select>
     </div>
     <div class="form-row">
       <label class="lbl">消息提醒</label>
@@ -611,6 +715,19 @@ function routeTags(routes: string) {
         </button>
       </div>
     </div>
+    <div v-if="showLeaderAndRoutes" class="form-row">
+      <label class="lbl">负责线路 <span class="req">*</span></label>
+      <a-select
+        v-model:value="form.routeList"
+        mode="multiple"
+        allow-clear
+        show-search
+        class="staff-route-select"
+        placeholder="请选择负责线路，可多选"
+        :options="routeOptions.map((r) => ({ label: r, value: r }))"
+        :filter-option="filterRouteOption"
+      />
+    </div>
   </AdminModal>
 </template>
 
@@ -698,4 +815,16 @@ function routeTags(routes: string) {
   color: #94a3b8;
   cursor: default;
 }
+
+.staff-route-select {
+  width: 100%;
+}
+
+.staff-route-select :deep(.ant-select-selector) {
+  min-height: 34px;
+  border-radius: 7px !important;
+  border-color: #cbd5e1 !important;
+  font-size: 11px;
+  font-weight: 600;
+}
 </style>

inquiry-backend/src/views/inquiry/styles/admin-fidelity.css

@@ -191,14 +191,28 @@ body {
 .page-topbar-actions-slot {
   gap: 8px !important;
   min-height: 34px !important;
-  max-height: 40px !important;
+  /* 勿 max-height + overflow:hidden：会裁掉看板日期下拉，看起来像不能选 */
+  max-height: none !important;
   position: relative !important;
   z-index: 40 !important;
   pointer-events: auto !important;
-  overflow: hidden !important;
+  overflow: visible !important;
   flex-wrap: nowrap !important;
 }
 
+.page-topbar-actions-slot .dash-topbar-tools,
+.page-topbar-actions-slot .month-range-picker,
+.page-topbar-actions-slot .toolbar-date-range {
+  position: relative !important;
+  overflow: visible !important;
+  z-index: 50 !important;
+}
+
+.page-topbar-actions-slot .month-range-dropdown,
+.page-topbar-actions-slot .dash-picker-dropdown {
+  z-index: 90 !important;
+}
+
 .page-topbar-actions-slot .btn {
   pointer-events: auto !important;
   cursor: pointer !important;