feat(pl): 证书齐备默认只看待安排前的跟进状态。

Web 列筛选和移动端跟进状态下拉默认勾选草稿中、等通知、待安排。

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

web-admin/scripts/cert-ready-default.test.ts

@@ -4,6 +4,7 @@ import test from 'node:test'
 import { effectScope } from 'vue'
 import { useServerColumnFilters } from '../src/composables/useServerColumnFilters'
 import { certReadyDefaultPlanDates } from '../src/utils/cert-ready-plan-date'
+import { PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES } from '../src/utils/pl-display'
 
 test('incomplete certificate filter is sent as quotaCertWaivedIn=0', () => {
   const scope = effectScope()
@@ -39,6 +40,48 @@ test('web funnel and miniprogram status dropdown default to incomplete', () => {
   )
   assert.match(mobile, /certReadyDefaultPlanDates\(\)/)
   assert.match(mobile, /:plan-date-from="readyDateFrom"/)
+  assert.match(
+    web,
+    /followStatus:\s*\{\s*text:\s*'',\s*selected:\s*\[\.\.\.PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES\]\s*\}/
+  )
+  assert.match(
+    mobile,
+    /const readyFollow = ref<string\[\]>\(\[\.\.\.PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES\]\)/
+  )
+  assert.match(mobile, /text:\s*'全部跟进状态'/)
+  assert.match(mobile, /:follow-status="readyFollowQuery"/)
+  const ready = readFileSync(
+    new URL('../src/views/m/pl/plan-cert/ReadyTab.vue', import.meta.url),
+    'utf8'
+  )
+  assert.match(ready, /followStatusIn: props\.followStatus/)
+})
+
+test('certificate ready follow status defaults to drafting, waiting and pending', () => {
+  assert.deepEqual(
+    [...PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES],
+    ['drafting', 'wait_notice', 'pending_arrange']
+  )
+  const scope = effectScope()
+  const params = scope.run(() =>
+    useServerColumnFilters(
+      [
+        {
+          prop: 'followStatus',
+          label: '跟进状态',
+          type: 'enum',
+          queryKey: 'followStatus'
+        }
+      ],
+      {
+        initialFilters: {
+          followStatus: { text: '', selected: [...PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES] }
+        }
+      }
+    ).toQueryParams()
+  )
+  scope.stop()
+  assert.deepEqual(params, { followStatusIn: 'drafting,wait_notice,pending_arrange' })
 })
 
 test('default plan dates run from yesterday through seven days later', () => {

web-admin/src/utils/pl-display.ts

@@ -452,6 +452,13 @@ export const PL_PLAN_DEFAULT_FOLLOW_STATUSES = PL_PLAN_FOLLOW_STATUS_OPTIONS.fil
   (opt) => opt.value !== 'cancelled'
 ).map((opt) => opt.value)
 
+/** 证书齐备列表默认勾选：草稿中、等通知、待安排 */
+export const PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES = [
+  'drafting',
+  'wait_notice',
+  'pending_arrange'
+] as const
+
 export function getPlPlanFollowStatusTagType(status?: string) {
   const map: Record<string, string> = {
     drafting: 'info',

web-admin/src/views/m/pl/plan-cert/ReadyTab.vue

@@ -55,6 +55,7 @@
   const props = defineProps<{
     keyword: string
     waived: string
+    followStatus: string
     planDateFrom: string
     planDateTo: string
   }>()
@@ -85,6 +86,7 @@
         pageSize: 20,
         keyword: props.keyword || undefined,
         waived: props.waived || undefined,
+        followStatusIn: props.followStatus || undefined,
         planDateFrom: props.planDateFrom || undefined,
         planDateTo: props.planDateTo || undefined
       })
@@ -126,7 +128,10 @@
   }
 
   watch(
-    () => [props.keyword, props.waived, props.planDateFrom, props.planDateTo].join('\0'),
+    () =>
+      [props.keyword, props.waived, props.followStatus, props.planDateFrom, props.planDateTo].join(
+        '\0'
+      ),
     () => reload()
   )
 </script>

web-admin/src/views/m/pl/plan-cert/index.vue

@@ -47,6 +47,23 @@
           </van-dropdown-menu>
           <van-dropdown-menu v-else-if="tab === 'ready'" class="mp-customer-dd">
             <van-dropdown-item v-model="readyState" :options="readyStateOptions" />
+            <van-dropdown-item :title="readyFollowTitle">
+              <van-cell
+                v-for="option in readyFollowOptions"
+                :key="option.value || 'all'"
+                clickable
+                :title="option.text"
+                class="van-dropdown-item__option"
+                :class="{ 'van-dropdown-item__option--active': readyFollowActive(option.value) }"
+                role="menuitemcheckbox"
+                :aria-checked="readyFollowActive(option.value)"
+                @click="toggleReadyFollow(option.value)"
+              >
+                <template v-if="readyFollowActive(option.value)" #right-icon>
+                  <van-icon name="success" class="van-dropdown-item__icon" />
+                </template>
+              </van-cell>
+            </van-dropdown-item>
             <van-dropdown-item
               ref="readyDateFilter"
               :title="readyDateTitle"
@@ -118,6 +135,7 @@
         :key="session + committed"
         :keyword="committed"
         :waived="readyState"
+        :follow-status="readyFollowQuery"
         :plan-date-from="readyDateFrom"
         :plan-date-to="readyDateTo"
       />
@@ -130,6 +148,10 @@
   import { useUserStore } from '@/store/modules/user'
   import { goToMiniWorkbench } from '@/utils/mp-webview'
   import { certReadyDefaultPlanDates } from '@/utils/cert-ready-plan-date'
+  import {
+    PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES,
+    PL_PLAN_FOLLOW_STATUS_OPTIONS
+  } from '@/utils/pl-display'
   import PlanDateField from '../plan/PlanDateField.vue'
   import ArchiveTab from './ArchiveTab.vue'
   import ContractTab from './ContractTab.vue'
@@ -164,6 +186,40 @@
   const showAllPlans = computed(() => planScope.value === '1')
   const defaultReadyDates = certReadyDefaultPlanDates()
   const readyState = ref('0')
+  const readyFollow = ref<string[]>([...PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES])
+  const readyFollowOptions = [
+    { text: '全部跟进状态', value: '' },
+    ...PL_PLAN_FOLLOW_STATUS_OPTIONS.filter((item) => item.value !== 'cancelled').map((item) => ({
+      text: item.label,
+      value: item.value
+    }))
+  ]
+  const readyFollowQuery = computed(() =>
+    readyFollowOptions
+      .filter((item) => item.value && readyFollow.value.includes(item.value))
+      .map((item) => item.value)
+      .join(',')
+  )
+  const readyFollowTitle = computed(() => {
+    const labels = readyFollowOptions
+      .filter((item) => item.value && readyFollow.value.includes(item.value))
+      .map((item) => item.text)
+    if (labels.length === 1) return labels[0]
+    if (labels.length > 1) return `${labels[0]}等${labels.length}项`
+    return '全部跟进状态'
+  })
+  function readyFollowActive(value: string) {
+    return value ? readyFollow.value.includes(value) : readyFollow.value.length === 0
+  }
+  function toggleReadyFollow(value: string) {
+    if (!value) {
+      readyFollow.value = []
+      return
+    }
+    readyFollow.value = readyFollow.value.includes(value)
+      ? readyFollow.value.filter((item) => item !== value)
+      : [...readyFollow.value, value]
+  }
   const readyDateFrom = ref(defaultReadyDates.from)
   const readyDateTo = ref(defaultReadyDates.to)
   const readyDateFromDraft = ref(defaultReadyDates.from)

web-admin/src/views/pl/cert-ready/index.vue

@@ -112,6 +112,7 @@
   import { certReadyDefaultPlanDates } from '@/utils/cert-ready-plan-date'
   import { certReadyErrorText, formatCertReadyTime } from '@/utils/pl-quota-cert-waiver'
   import {
+    PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES,
     PL_PLAN_FOLLOW_STATUS_OPTIONS,
     getPlPlanFollowStatusLabel,
     getPlPlanFollowStatusTagType
@@ -193,6 +194,7 @@
   } = useServerColumnFilters(columns, {
     initialFilters: {
       quotaCertWaived: { text: '', selected: ['0'] },
+      followStatus: { text: '', selected: [...PL_PLAN_CERT_READY_DEFAULT_FOLLOW_STATUSES] },
       planDate: { from: defaultPlanDates.from, to: defaultPlanDates.to }
     },
     onChange: search