From d42ad5e1e10b71ef2714c70e5e5a3afde358a513 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E5=A4=A7=E5=A3=AE?= <dazhuang@hzhub.com>
Date: Thu, 21 May 2026 09:47:40 +0000
Subject: [PATCH] =?UTF-8?q?feat:=20=E5=AE=8C=E5=96=84=E5=95=86=E6=9C=BA?=
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- 商机管理页面：
  - 实现crmStats真实数据计算（商机总数、金额、本月赢单、转化率）
  - 添加环比变化率计算功能
  - 修复金额字段类型转换问题（字符串转数字）
  - 完善Pipeline View阶段过滤和列显示
  - 添加商机搜索、详情查看、编辑和删除功能

- 后端改造：
  - 移除线索转化自动创建商机的逻辑（业务流程修正）
  - 新增经销商选择器API（/crm/dealer/portal/select）
  - 实现经销商列表查询接口

- 新增50条商机测试数据SQL脚本

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
---
 hzhub-portal-employee/src/api/crm/index.ts    |  16 +
 hzhub-portal-employee/src/api/crm/types.ts    |  43 ++
 .../src/pages/opportunity/index.vue           | 664 +++++++++++++++++-
 hzhub-system/sql/test_opportunity_data.sql    | 121 ++++
 .../crm/controller/CrmDealerController.java   |  36 +
 .../hzhub/crm/service/ICrmDealerService.java  |  10 +
 .../service/impl/CrmDealerServiceImpl.java    |  14 +
 .../crm/service/impl/CrmLeadServiceImpl.java  |  14 +-
 8 files changed, 888 insertions(+), 30 deletions(-)
 create mode 100644 hzhub-system/sql/test_opportunity_data.sql
 create mode 100644 hzhub-system/src/main/java/org/hzhub/crm/controller/CrmDealerController.java

diff --git a/hzhub-portal-employee/src/api/crm/index.ts b/hzhub-portal-employee/src/api/crm/index.ts
index ea3b6b7..552d7dd 100644
--- a/hzhub-portal-employee/src/api/crm/index.ts
+++ b/hzhub-portal-employee/src/api/crm/index.ts
@@ -5,6 +5,7 @@
  */
 
 import type {
+  CrmDealerVo,
   CrmLeadBo,
   CrmLeadFollowBo,
   CrmLeadFollowVo,
@@ -21,6 +22,7 @@ import type {
 
 // 导出类型供外部使用
 export type {
+  CrmDealerVo,
   CrmLeadBo,
   CrmLeadFollowBo,
   CrmLeadFollowVo,
@@ -139,3 +141,17 @@ export function updateOpportunity(data: CrmOpportunityBo): Promise<R<void>> {
 export function deleteOpportunity(opportunityIds: string): Promise<R<void>> {
   return request.delete(`/crm/opportunity/${opportunityIds}`).json();
 }
+
+/**
+ * ========================================
+ * CRM 经销商管理模块 API 调用
+ * ========================================
+ */
+
+/**
+ * 获取经销商选择器列表
+ * 用于商机创建、商机分配等场景
+ */
+export function getDealerSelectList(keyword?: string): Promise<R<CrmDealerVo[]>> {
+  return request.get('/crm/dealer/portal/select', { keyword }).json();
+}
diff --git a/hzhub-portal-employee/src/api/crm/types.ts b/hzhub-portal-employee/src/api/crm/types.ts
index 28e89d8..b520fd7 100644
--- a/hzhub-portal-employee/src/api/crm/types.ts
+++ b/hzhub-portal-employee/src/api/crm/types.ts
@@ -217,4 +217,47 @@ export interface TableDataInfo<T> {
   msg: string;
   rows: T[];
   total: number;
+}
+
+/**
+ * ========================================
+ * CRM 经销商管理模块类型定义
+ * ========================================
+ */
+
+/**
+ * 经销商视图对象（响应）
+ */
+export interface CrmDealerVo {
+  dealerId: number;
+  tenantId: string;
+  customerCode?: string; // ERP客户编码
+  dealerName: string; // 经销商名称
+  dealerCode: string; // 经销商编码
+  contactName?: string; // 联系人
+  mobile?: string; // 手机
+  province?: string; // 省
+  city?: string; // 市
+  level?: string; // 等级（A/B/C）
+  levelName?: string; // 等级名称（翻译）
+  lifecycle?: string; // 生命周期
+  lifecycleName?: string; // 生命周期名称（翻译）
+  signedAt?: string; // 签约时间
+  storeCount?: number; // 门店数
+  teamSize?: number; // 团队规模
+  totalOrderAmount?: number; // 累计订单金额
+  totalPaymentAmount?: number; // 累计回款金额
+  activityScore?: number; // 活跃评分
+  riskScore?: number; // 风险评分
+  ownerUserId?: number; // 负责人
+  ownerUserName?: string; // 负责人姓名（翻译）
+  sourceLeadId?: number; // 来源线索ID
+  status?: string; // 状态
+  statusName?: string; // 状态名称（翻译）
+  createBy: number;
+  createByName?: string;
+  createTime: string;
+  updateBy?: number;
+  updateByName?: string;
+  updateTime?: string;
 }
\ No newline at end of file
diff --git a/hzhub-portal-employee/src/pages/opportunity/index.vue b/hzhub-portal-employee/src/pages/opportunity/index.vue
index c4703ba..d0b1254 100644
--- a/hzhub-portal-employee/src/pages/opportunity/index.vue
+++ b/hzhub-portal-employee/src/pages/opportunity/index.vue
@@ -1,18 +1,125 @@
 <script setup lang="ts">
-import type { CrmOpportunityVo } from '@/api/crm';
-import { ElMessage } from 'element-plus';
+import type { CrmDealerVo, CrmOpportunityBo, CrmOpportunityVo } from '@/api/crm';
+import type { UserInfo } from '@/api/user';
+import { ElMessage, ElMessageBox } from 'element-plus';
 import { computed, onMounted, ref } from 'vue';
-import { getOpportunityList } from '@/api/crm';
+import { createOpportunity, deleteOpportunity, getDealerSelectList, getOpportunityList, updateOpportunity } from '@/api/crm';
+import { getUserSelectList } from '@/api/user';
 
 // Stats
 const opportunityTotal = ref(0);
 
-const crmStats = computed(() => [
-  { label: '商机总数', value: opportunityTotal.value.toLocaleString(), icon: 'TrendCharts' as const, change: '+5.2%', up: true, bg: '#eef5ff', color: '#1d5af3' },
-  { label: '商机金额', value: '¥4,680万', icon: 'Money' as const, change: '+12.8%', up: true, bg: '#f0fdf4', color: '#16a34a' },
-  { label: '本月赢单', value: '23', icon: 'Trophy' as const, change: '+15%', up: true, bg: '#fef3c7', color: '#d97706' },
-  { label: '转化率', value: '32%', icon: 'DataLine' as const, change: '-2.1%', up: false, bg: '#fef2f2', color: '#dc2626' },
-]);
+// Stats - 使用真实数据计算
+const crmStats = computed(() => {
+  // 商机总数
+  const total = opportunityList.value.length;
+
+  // 商机金额总和（amount可能返回字符串，需转换为数字）
+  const totalAmount = opportunityList.value.reduce((sum, o) => {
+    const amount = typeof o.amount === 'string' ? parseFloat(o.amount) : (o.amount || 0);
+    return sum + amount;
+  }, 0);
+
+  // 本月赢单数量（closing阶段）
+  const now = new Date();
+  const currentMonth = now.getMonth();
+  const currentYear = now.getFullYear();
+  const lastMonth = currentMonth === 0 ? 11 : currentMonth - 1;
+  const lastMonthYear = currentMonth === 0 ? currentYear - 1 : currentYear;
+
+  // 本月赢单
+  const monthlyWins = opportunityList.value.filter((o) => {
+    if (o.stage !== 'closing') return false;
+    const createTime = new Date(o.createTime);
+    return createTime.getMonth() === currentMonth && createTime.getFullYear() === currentYear;
+  }).length;
+
+  // 上月赢单（用于计算环比）
+  const lastMonthWins = opportunityList.value.filter((o) => {
+    if (o.stage !== 'closing') return false;
+    const createTime = new Date(o.createTime);
+    return createTime.getMonth() === lastMonth && createTime.getFullYear() === lastMonthYear;
+  }).length;
+
+  // 本月新增商机
+  const monthlyNewOpps = opportunityList.value.filter((o) => {
+    const createTime = new Date(o.createTime);
+    return createTime.getMonth() === currentMonth && createTime.getFullYear() === currentYear;
+  }).length;
+
+  // 上月新增商机（用于计算环比）
+  const lastMonthNewOpps = opportunityList.value.filter((o) => {
+    const createTime = new Date(o.createTime);
+    return createTime.getMonth() === lastMonth && createTime.getFullYear() === lastMonthYear;
+  }).length;
+
+  // 本月赢单金额
+  const monthlyWinAmount = opportunityList.value.filter((o) => {
+    if (o.stage !== 'closing') return false;
+    const createTime = new Date(o.createTime);
+    return createTime.getMonth() === currentMonth && createTime.getFullYear() === currentYear;
+  }).reduce((sum, o) => {
+    const amount = typeof o.amount === 'string' ? parseFloat(o.amount) : (o.amount || 0);
+    return sum + amount;
+  }, 0);
+
+  // 上月赢单金额
+  const lastMonthWinAmount = opportunityList.value.filter((o) => {
+    if (o.stage !== 'closing') return false;
+    const createTime = new Date(o.createTime);
+    return createTime.getMonth() === lastMonth && createTime.getFullYear() === lastMonthYear;
+  }).reduce((sum, o) => {
+    const amount = typeof o.amount === 'string' ? parseFloat(o.amount) : (o.amount || 0);
+    return sum + amount;
+  }, 0);
+
+  // 转化率（closing阶段占比）
+  const winCount = opportunityList.value.filter(o => o.stage === 'closing').length;
+  const conversionRate = total > 0 ? Math.round((winCount / total) * 100) : 0;
+
+  // 计算环比变化率
+  function calcChangeRate(current: number, previous: number): { rate: string, up: boolean } {
+    if (previous === 0) {
+      // 上月无数据时，显示新增状态
+      return { rate: current > 0 ? '+新增' : '0%', up: current > 0 };
+    }
+    const change = ((current - previous) / previous) * 100;
+    const sign = change >= 0 ? '+' : '';
+    return { rate: `${sign}${change.toFixed(1)}%`, up: change >= 0 };
+  }
+
+  // 商机总数变化（本月新增 vs 上月新增）
+  const totalChange = calcChangeRate(monthlyNewOpps, lastMonthNewOpps);
+
+  // 商机金额变化（本月赢单金额 vs 上月赢单金额）
+  const amountChange = calcChangeRate(monthlyWinAmount, lastMonthWinAmount);
+
+  // 本月赢单变化（本月赢单 vs 上月赢单）
+  const winsChange = calcChangeRate(monthlyWins, lastMonthWins);
+
+  // 转化率变化（基于closing阶段本月vs上月占比）
+  const currentConversionBase = monthlyNewOpps > 0 ? Math.round((monthlyWins / monthlyNewOpps) * 100) : 0;
+  const lastConversionBase = lastMonthNewOpps > 0 ? Math.round((lastMonthWins / lastMonthNewOpps) * 100) : 0;
+  const conversionChange = calcChangeRate(currentConversionBase, lastConversionBase);
+
+  return [
+    { label: '商机总数', value: total.toString(), icon: 'TrendCharts' as const, change: totalChange.rate, up: totalChange.up, bg: '#eef5ff', color: '#1d5af3' },
+    { label: '商机金额', value: formatAmount(totalAmount), icon: 'Money' as const, change: amountChange.rate, up: amountChange.up, bg: '#f0fdf4', color: '#16a34a' },
+    { label: '本月赢单', value: monthlyWins.toString(), icon: 'Trophy' as const, change: winsChange.rate, up: winsChange.up, bg: '#fef3c7', color: '#d97706' },
+    { label: '转化率', value: `${conversionRate}%`, icon: 'DataLine' as const, change: conversionChange.rate, up: conversionChange.up, bg: '#fef2f2', color: '#dc2626' },
+  ];
+});
+
+// 格式化金额显示
+function formatAmount(amount: number): string {
+  if (amount >= 100000000) {
+    return `¥${(amount / 100000000).toFixed(2)}亿`;
+  }
+  if (amount >= 10000) {
+    return `¥${(amount / 10000).toFixed(2)}万`;
+  }
+  return `¥${amount.toLocaleString()}`;
+}
 
 // Pipeline
 const activeStage = ref('all');
@@ -29,6 +136,9 @@ const pipeline = [
 const opportunityList = ref<CrmOpportunityVo[]>([]);
 const opportunityLoading = ref(false);
 
+// 搜索关键词
+const searchKeyword = ref('');
+
 // 加载商机列表
 async function loadOpportunities() {
   opportunityLoading.value = true;
@@ -56,9 +166,238 @@ function updatePipelineCounts() {
 }
 
 function getCardsForStage(stage: string) {
-  if (stage === 'all')
-    return opportunityList.value;
-  return opportunityList.value.filter((o: CrmOpportunityVo) => o.stage === stage);
+  // 先按阶段过滤
+  let cards = stage === 'all'
+    ? opportunityList.value
+    : opportunityList.value.filter((o: CrmOpportunityVo) => o.stage === stage);
+
+  // 再按搜索关键词过滤
+  if (searchKeyword.value) {
+    const keyword = searchKeyword.value.toLowerCase();
+    cards = cards.filter((o: CrmOpportunityVo) =>
+      o.opportunityName?.toLowerCase().includes(keyword)
+      || o.dealerName?.toLowerCase().includes(keyword)
+      || o.ownerUserName?.toLowerCase().includes(keyword)
+      || o.productName?.toLowerCase().includes(keyword),
+    );
+  }
+
+  return cards;
+}
+
+// 根据activeStage过滤显示的Pipeline列
+const filteredPipeline = computed(() => {
+  // 实际阶段列（排除"全部"虚拟列）
+  const actualStages = pipeline.filter(s => s.key !== 'all');
+
+  if (activeStage.value === 'all') {
+    // 全部Tab显示所有实际阶段列（线索、谈判中、方案、赢单）
+    return actualStages;
+  }
+  // 只显示选中阶段的列
+  return actualStages.filter(s => s.key === activeStage.value);
+});
+
+// ============== 新建商机模块 ==============
+
+const showAddOpportunityDialog = ref(false);
+const opportunityForm = ref<CrmOpportunityBo>({
+  dealerId: 0,
+  opportunityName: '',
+  stage: 'lead',
+  amount: 0,
+  probability: 10,
+  expectedCloseDate: '',
+  ownerUserId: 0,
+  productName: '',
+  description: '',
+});
+const dealerList = ref<CrmDealerVo[]>([]);
+const dealerLoading = ref(false);
+const userList = ref<UserInfo[]>([]);
+const userLoading = ref(false);
+
+// 打开新建商机Dialog
+function openAddOpportunityDialog(stage?: string) {
+  // 根据点击位置自动设置商机阶段
+  // 如果在特定阶段的列中点击，自动设置该阶段
+  // 如果在全部列或toolbar按钮点击，默认设置为"线索"
+  const defaultStage = stage && stage !== 'all' ? stage : 'lead';
+
+  opportunityForm.value = {
+    dealerId: 0,
+    opportunityName: '',
+    stage: defaultStage,
+    amount: 0,
+    probability: getProbabilityByStage(defaultStage),
+    expectedCloseDate: '',
+    ownerUserId: 0,
+    productName: '',
+    description: '',
+  };
+  showAddOpportunityDialog.value = true;
+  loadDealerList();
+  loadUserList();
+}
+
+// 根据阶段获取默认概率
+function getProbabilityByStage(stage: string): number {
+  const probabilityMap: Record<string, number> = {
+    lead: 10,
+    negotiation: 30,
+    proposal: 50,
+    closing: 90,
+  };
+  return probabilityMap[stage] || 10;
+}
+
+// 加载经销商列表
+async function loadDealerList(keyword?: string) {
+  dealerLoading.value = true;
+  try {
+    const res = await getDealerSelectList(keyword);
+    dealerList.value = res.data || [];
+  }
+  catch (error: any) {
+    ElMessage.error(error?.message || '加载经销商列表失败');
+  }
+  finally {
+    dealerLoading.value = false;
+  }
+}
+
+// 加载用户列表
+async function loadUserList(keyword?: string) {
+  userLoading.value = true;
+  try {
+    const res = await getUserSelectList(keyword);
+    userList.value = res.data || [];
+  }
+  catch (error: any) {
+    ElMessage.error(error?.message || '加载用户列表失败');
+  }
+  finally {
+    userLoading.value = false;
+  }
+}
+
+// 提交新建商机
+async function submitOpportunity() {
+  if (!opportunityForm.value.dealerId) {
+    ElMessage.warning('请选择经销商');
+    return;
+  }
+  if (!opportunityForm.value.opportunityName) {
+    ElMessage.warning('请输入商机名称');
+    return;
+  }
+
+  try {
+    await createOpportunity(opportunityForm.value);
+    ElMessage.success('商机创建成功');
+    showAddOpportunityDialog.value = false;
+    loadOpportunities();
+  }
+  catch (error: any) {
+    ElMessage.error(error?.message || '创建商机失败');
+  }
+}
+
+// ============== 商机详情模块 ==============
+
+const showDetailDialog = ref(false);
+const currentOpportunity = ref<CrmOpportunityVo | null>(null);
+
+// 打开商机详情
+function openOpportunityDetail(opp: CrmOpportunityVo) {
+  currentOpportunity.value = opp;
+  showDetailDialog.value = true;
+}
+
+// ============== 商机编辑模块 ==============
+
+const showEditDialog = ref(false);
+const editForm = ref<CrmOpportunityBo>({
+  opportunityId: 0,
+  dealerId: 0,
+  opportunityName: '',
+  stage: '',
+  amount: 0,
+  probability: 0,
+  expectedCloseDate: '',
+  ownerUserId: 0,
+  productName: '',
+  description: '',
+});
+
+// 打开编辑Dialog
+function openEditDialog() {
+  if (!currentOpportunity.value)
+    return;
+
+  editForm.value = {
+    opportunityId: currentOpportunity.value.opportunityId,
+    dealerId: currentOpportunity.value.dealerId,
+    opportunityName: currentOpportunity.value.opportunityName,
+    stage: currentOpportunity.value.stage,
+    amount: Number(currentOpportunity.value.amount) || 0,
+    probability: currentOpportunity.value.probability || 0,
+    expectedCloseDate: currentOpportunity.value.expectedCloseDate || '',
+    ownerUserId: currentOpportunity.value.ownerUserId || 0,
+    productName: currentOpportunity.value.productName || '',
+    description: currentOpportunity.value.description || '',
+  };
+  showDetailDialog.value = false;
+  showEditDialog.value = true;
+  loadDealerList();
+  loadUserList();
+}
+
+// 提交编辑
+async function submitEdit() {
+  if (!editForm.value.opportunityName) {
+    ElMessage.warning('请输入商机名称');
+    return;
+  }
+
+  try {
+    await updateOpportunity(editForm.value);
+    ElMessage.success('商机更新成功');
+    showEditDialog.value = false;
+    loadOpportunities();
+  }
+  catch (error: any) {
+    ElMessage.error(error?.message || '更新商机失败');
+  }
+}
+
+// ============== 商机删除模块 ==============
+
+async function handleDeleteOpportunity() {
+  if (!currentOpportunity.value)
+    return;
+
+  try {
+    await ElMessageBox.confirm(
+      `确定要删除商机"${currentOpportunity.value.opportunityName}"吗？删除后无法恢复。`,
+      '删除确认',
+      {
+        confirmButtonText: '确定',
+        cancelButtonText: '取消',
+        type: 'warning',
+      },
+    );
+
+    await deleteOpportunity(currentOpportunity.value.opportunityId.toString());
+    ElMessage.success('商机删除成功');
+    showDetailDialog.value = false;
+    loadOpportunities();
+  }
+  catch (error: any) {
+    if (error !== 'cancel') {
+      ElMessage.error(error?.message || '删除商机失败');
+    }
+  }
 }
 
 onMounted(() => {
@@ -113,8 +452,15 @@ onMounted(() => {
           </div>
         </div>
         <div class="toolbar-right">
-          <el-input placeholder="搜索商机..." clearable style="width: 220px" />
-          <el-button type="primary" round>
+          <el-input
+            v-model="searchKeyword"
+            placeholder="搜索商机..."
+            clearable
+            style="width: 220px"
+            @keyup.enter="() => {}"
+            @clear="() => {}"
+          />
+          <el-button type="primary" round @click="() => openAddOpportunityDialog()">
             <el-icon><Plus /></el-icon> 新建商机
           </el-button>
         </div>
@@ -122,7 +468,12 @@ onMounted(() => {
 
       <!-- Pipeline View -->
       <div v-loading="opportunityLoading" class="pipeline-view">
-        <div v-for="stage in pipeline" :key="stage.key" class="pipeline-col">
+        <!-- 根据activeStage过滤显示的列 -->
+        <div
+          v-for="stage in filteredPipeline"
+          :key="stage.key"
+          class="pipeline-col"
+        >
           <div class="col-header">
             <span class="col-title">
               <span class="col-dot" :style="{ background: stage.color }" />
@@ -131,7 +482,7 @@ onMounted(() => {
             <span class="col-count">{{ stage.count }}</span>
           </div>
           <div class="col-cards">
-            <div v-for="opp in getCardsForStage(stage.key)" :key="opp.opportunityId" class="opportunity-card">
+            <div v-for="opp in getCardsForStage(stage.key)" :key="opp.opportunityId" class="opportunity-card" @click="openOpportunityDetail(opp)">
               <div class="opp-header">
                 <span class="opp-name">{{ opp.opportunityName }}</span>
                 <el-tag v-if="opp.stage === 'closing'" type="success" size="small" effect="plain" round>
@@ -159,7 +510,7 @@ onMounted(() => {
                 </div>
               </div>
               <div class="opp-footer">
-                <span class="opp-amount">{{ opp.amount ? `¥${opp.amount.toLocaleString()}` : '--' }}</span>
+                <span class="opp-amount">{{ opp.amount ? `¥${Number(opp.amount).toLocaleString()}` : '--' }}</span>
                 <div class="opp-progress">
                   <el-progress :percentage="opp.probability || 0" :stroke-width="4" :show-text="false" :color="stage.color" />
                 </div>
@@ -170,7 +521,7 @@ onMounted(() => {
                 </div>
               </div>
             </div>
-            <div class="add-card-placeholder">
+            <div class="add-card-placeholder" @click="() => openAddOpportunityDialog(stage.key)">
               <el-icon :size="20">
                 <Plus />
               </el-icon>
@@ -179,6 +530,277 @@ onMounted(() => {
         </div>
       </div>
     </div>
+
+    <!-- 新建商机Dialog -->
+    <el-dialog v-model="showAddOpportunityDialog" title="新建商机" width="600px" :close-on-click-modal="false">
+      <el-alert type="info" :closable="false" style="margin-bottom: 16px">
+        为经销商创建商机，记录具体的销售机会
+      </el-alert>
+
+      <el-form :model="opportunityForm" label-width="120px">
+        <el-form-item label="经销商" required>
+          <el-select
+            v-model="opportunityForm.dealerId"
+            placeholder="请选择经销商"
+            filterable
+            :loading="dealerLoading"
+            style="width: 100%"
+            @filter-change="(keyword: string) => loadDealerList(keyword)"
+          >
+            <el-option
+              v-for="dealer in dealerList"
+              :key="dealer.dealerId"
+              :label="`${dealer.dealerName}（${dealer.dealerCode}）`"
+              :value="dealer.dealerId"
+            >
+              <div style="display: flex; align-items: center; justify-content: space-between">
+                <span>{{ dealer.dealerName }}</span>
+                <span style="color: #8492a6; font-size: 13px">{{ dealer.dealerCode }}</span>
+              </div>
+            </el-option>
+          </el-select>
+        </el-form-item>
+        <el-form-item label="商机名称" required>
+          <el-input v-model="opportunityForm.opportunityName" placeholder="请输入商机名称，如：首批进货订单" />
+        </el-form-item>
+        <el-form-item label="商机阶段">
+          <el-select v-model="opportunityForm.stage" style="width: 100%">
+            <el-option label="线索" value="lead" />
+            <el-option label="谈判中" value="negotiation" />
+            <el-option label="方案" value="proposal" />
+            <el-option label="赢单" value="closing" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="商机金额">
+          <el-input-number v-model="opportunityForm.amount" :min="0" :precision="2" style="width: 100%" />
+        </el-form-item>
+        <el-form-item label="成功概率">
+          <el-slider v-model="opportunityForm.probability" :min="0" :max="100" :step="5" show-input />
+        </el-form-item>
+        <el-form-item label="预计成交日期">
+          <el-date-picker
+            v-model="opportunityForm.expectedCloseDate"
+            type="date"
+            value-format="YYYY-MM-DD"
+            placeholder="选择预计成交日期"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="负责人">
+          <el-select
+            v-model="opportunityForm.ownerUserId"
+            placeholder="请选择负责人"
+            filterable
+            :loading="userLoading"
+            style="width: 100%"
+            @filter-change="(keyword: string) => loadUserList(keyword)"
+          >
+            <el-option
+              v-for="user in userList"
+              :key="user.userId"
+              :label="`${user.nickName}（${user.userName}）`"
+              :value="user.userId"
+            >
+              <div style="display: flex; align-items: center; justify-content: space-between">
+                <span>{{ user.nickName }}</span>
+                <span v-if="user.deptName" style="color: #8492a6; font-size: 13px">{{ user.deptName }}</span>
+              </div>
+            </el-option>
+          </el-select>
+        </el-form-item>
+        <el-form-item label="产品名称">
+          <el-input v-model="opportunityForm.productName" placeholder="请输入产品名称（可选）" />
+        </el-form-item>
+        <el-form-item label="商机描述">
+          <el-input v-model="opportunityForm.description" type="textarea" :rows="3" placeholder="请输入商机描述（可选）" />
+        </el-form-item>
+      </el-form>
+
+      <template #footer>
+        <el-button @click="showAddOpportunityDialog = false">
+          取消
+        </el-button>
+        <el-button type="primary" @click="submitOpportunity">
+          创建商机
+        </el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 商机详情Dialog -->
+    <el-dialog v-model="showDetailDialog" title="商机详情" width="600px" :close-on-click-modal="false">
+      <el-form label-width="120px">
+        <el-row :gutter="20">
+          <el-col :span="12">
+            <el-form-item label="商机名称">
+              <span>{{ currentOpportunity?.opportunityName || '--' }}</span>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="经销商">
+              <span>{{ currentOpportunity?.dealerName || '--' }}</span>
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-row :gutter="20">
+          <el-col :span="12">
+            <el-form-item label="商机阶段">
+              <el-tag :type="currentOpportunity?.stage === 'closing' ? 'success' : currentOpportunity?.stage === 'lead' ? 'info' : 'warning'" size="small">
+                {{ currentOpportunity?.stageName || currentOpportunity?.stage || '--' }}
+              </el-tag>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="状态">
+              <el-tag type="primary" size="small" effect="plain">
+                {{ currentOpportunity?.statusName || '进行中' }}
+              </el-tag>
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-row :gutter="20">
+          <el-col :span="12">
+            <el-form-item label="商机金额">
+              <span class="amount-value">{{ currentOpportunity?.amount ? `¥${Number(currentOpportunity.amount).toLocaleString()}` : '--' }}</span>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="成功概率">
+              <el-progress :percentage="currentOpportunity?.probability || 0" :stroke-width="6" style="width: 120px" />
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-row :gutter="20">
+          <el-col :span="12">
+            <el-form-item label="负责人">
+              <span>{{ currentOpportunity?.ownerUserName || '--' }}</span>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="预计成交日期">
+              <span>{{ currentOpportunity?.expectedCloseDate || '--' }}</span>
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-row :gutter="20">
+          <el-col :span="12">
+            <el-form-item label="产品名称">
+              <span>{{ currentOpportunity?.productName || '--' }}</span>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="创建时间">
+              <span>{{ currentOpportunity?.createTime || '--' }}</span>
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-form-item label="商机描述">
+          <span>{{ currentOpportunity?.description || '--' }}</span>
+        </el-form-item>
+      </el-form>
+
+      <template #footer>
+        <el-button @click="showDetailDialog = false">
+          关闭
+        </el-button>
+        <el-button type="primary" @click="openEditDialog">
+          <el-icon><Edit /></el-icon> 编辑
+        </el-button>
+        <el-button type="danger" @click="handleDeleteOpportunity">
+          <el-icon><Delete /></el-icon> 删除
+        </el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 编辑商机Dialog -->
+    <el-dialog v-model="showEditDialog" title="编辑商机" width="600px" :close-on-click-modal="false">
+      <el-form :model="editForm" label-width="120px">
+        <el-form-item label="经销商" required>
+          <el-select
+            v-model="editForm.dealerId"
+            placeholder="请选择经销商"
+            filterable
+            :loading="dealerLoading"
+            style="width: 100%"
+            @filter-change="(keyword: string) => loadDealerList(keyword)"
+          >
+            <el-option
+              v-for="dealer in dealerList"
+              :key="dealer.dealerId"
+              :label="`${dealer.dealerName}（${dealer.dealerCode}）`"
+              :value="dealer.dealerId"
+            >
+              <div style="display: flex; align-items: center; justify-content: space-between">
+                <span>{{ dealer.dealerName }}</span>
+                <span style="color: #8492a6; font-size: 13px">{{ dealer.dealerCode }}</span>
+              </div>
+            </el-option>
+          </el-select>
+        </el-form-item>
+        <el-form-item label="商机名称" required>
+          <el-input v-model="editForm.opportunityName" placeholder="请输入商机名称" />
+        </el-form-item>
+        <el-form-item label="商机阶段">
+          <el-select v-model="editForm.stage" style="width: 100%">
+            <el-option label="线索" value="lead" />
+            <el-option label="谈判中" value="negotiation" />
+            <el-option label="方案" value="proposal" />
+            <el-option label="赢单" value="closing" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="商机金额">
+          <el-input-number v-model="editForm.amount" :min="0" :precision="2" style="width: 100%" />
+        </el-form-item>
+        <el-form-item label="成功概率">
+          <el-slider v-model="editForm.probability" :min="0" :max="100" :step="5" show-input />
+        </el-form-item>
+        <el-form-item label="预计成交日期">
+          <el-date-picker
+            v-model="editForm.expectedCloseDate"
+            type="date"
+            value-format="YYYY-MM-DD"
+            placeholder="选择预计成交日期"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="负责人">
+          <el-select
+            v-model="editForm.ownerUserId"
+            placeholder="请选择负责人"
+            filterable
+            :loading="userLoading"
+            style="width: 100%"
+            @filter-change="(keyword: string) => loadUserList(keyword)"
+          >
+            <el-option
+              v-for="user in userList"
+              :key="user.userId"
+              :label="`${user.nickName}（${user.userName}）`"
+              :value="user.userId"
+            >
+              <div style="display: flex; align-items: center; justify-content: space-between">
+                <span>{{ user.nickName }}</span>
+                <span v-if="user.deptName" style="color: #8492a6; font-size: 13px">{{ user.deptName }}</span>
+              </div>
+            </el-option>
+          </el-select>
+        </el-form-item>
+        <el-form-item label="产品名称">
+          <el-input v-model="editForm.productName" placeholder="请输入产品名称" />
+        </el-form-item>
+        <el-form-item label="商机描述">
+          <el-input v-model="editForm.description" type="textarea" :rows="3" placeholder="请输入商机描述" />
+        </el-form-item>
+      </el-form>
+
+      <template #footer>
+        <el-button @click="showEditDialog = false">
+          取消
+        </el-button>
+        <el-button type="primary" @click="submitEdit">
+          保存修改
+        </el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
@@ -187,6 +809,12 @@ onMounted(() => {
   padding: 20px;
 }
 
+.amount-value {
+  font-size: 16px;
+  font-weight: 600;
+  color: var(--color-accent);
+}
+
 .crm-stats {
   display: grid;
   grid-template-columns: repeat(4, 1fr);
diff --git a/hzhub-system/sql/test_opportunity_data.sql b/hzhub-system/sql/test_opportunity_data.sql
new file mode 100644
index 0000000..195bb9e
--- /dev/null
+++ b/hzhub-system/sql/test_opportunity_data.sql
@@ -0,0 +1,121 @@
+-- CRM商机测试数据生成脚本
+-- 使用方法: docker exec -i hzhub-mysql mysql -uroot -phzhub123 hzhub < test_opportunity_data.sql
+
+-- ========================================
+-- 1. 先创建经销商测试数据（如果需要）
+-- ========================================
+
+-- 使用INSERT IGNORE避免重复插入
+INSERT IGNORE INTO crm_dealer (dealer_id, tenant_id, dealer_name, dealer_code, contact_name, mobile, province, city, level, lifecycle, owner_user_id, create_by, create_time, del_flag)
+VALUES
+(1001, '000000', '华东商贸有限公司', 'DL001', '张经理', '13800001001', '上海', '上海', 'A', 'active', 1, 1, NOW(), 0),
+(1002, '000000', '华南供应链集团', 'DL002', '李总监', '13800001002', '广东', '广州', 'A', 'active', 1, 1, NOW(), 0),
+(1003, '000000', '北方商贸股份', 'DL003', '王总', '13800001003', '北京', '北京', 'B', 'active', 2, 1, NOW(), 0),
+(1004, '000000', '西南贸易公司', 'DL004', '陈经理', '13800001004', '四川', '成都', 'B', 'active', 2, 1, NOW(), 0),
+(1005, '000000', '东北经销中心', 'DL005', '刘主管', '13800001005', '辽宁', '沈阳', 'C', 'active', 3, 1, NOW(), 0),
+(1006, '000000', '中部物流商贸', 'DL006', '赵经理', '13800001006', '湖北', '武汉', 'B', 'active', 1, 1, NOW(), 0),
+(1007, '000000', '沿海贸易集团', 'DL007', '孙总', '13800001007', '浙江', '杭州', 'A', 'active', 2, 1, NOW(), 0),
+(1008, '000000', '西部商贸公司', 'DL008', '周经理', '13800001008', '陕西', '西安', 'C', 'active', 3, 1, NOW(), 0),
+(1009, '000000', '南方快销商贸', 'DL009', '吴主管', '13800001009', '福建', '厦门', 'B', 'active', 1, 1, NOW(), 0),
+(1010, '000000', '京津冀经销站', 'DL010', '郑经理', '13800001010', '河北', '石家庄', 'C', 'active', 2, 1, NOW(), 0);
+
+-- ========================================
+-- 2. 创建50条商机测试数据
+-- ========================================
+
+-- lead阶段 - 15条（线索阶段，新商机）
+INSERT IGNORE INTO crm_opportunity (opportunity_id, tenant_id, dealer_id, opportunity_name, stage, amount, probability, expected_close_date, owner_user_id, product_name, description, status, create_by, create_time, update_by, update_time, del_flag)
+VALUES
+(2001, '000000', 1001, '首批进货合作意向', 'lead', 50000.00, 10, DATE_ADD(NOW(), INTERVAL 90 DAY), 1, '智能货架系统', '客户对智能货架产品有兴趣，初步接触阶段', 'active', 1, DATE_ADD(NOW(), INTERVAL -5 DAY), 1, NOW(), 0),
+(2002, '000000', 1002, '季度采购计划', 'lead', 120000.00, 10, DATE_ADD(NOW(), INTERVAL 85 DAY), 2, '仓储管理软件', '大型经销商季度采购需求', 'active', 1, DATE_ADD(NOW(), INTERVAL -3 DAY), 1, NOW(), 0),
+(2003, '000000', 1003, '新品推广合作', 'lead', 35000.00, 10, DATE_ADD(NOW(), INTERVAL 80 DAY), 1, '营销推广服务', '新品上市推广合作意向', 'active', 2, NOW(), 2, NOW(), 0),
+(2004, '000000', 1004, '门店升级项目', 'lead', 85000.00, 10, DATE_ADD(NOW(), INTERVAL 75 DAY), 2, '门店装修方案', '门店形象升级需求', 'active', 2, DATE_ADD(NOW(), INTERVAL -2 DAY), 2, NOW(), 0),
+(2005, '000000', 1005, '区域代理申请', 'lead', 20000.00, 10, DATE_ADD(NOW(), INTERVAL 70 DAY), 3, '区域代理权', '申请区域代理资格', 'active', 3, NOW(), 3, NOW(), 0),
+(2006, '000000', 1006, '物流系统对接', 'lead', 150000.00, 10, DATE_ADD(NOW(), INTERVAL 95 DAY), 1, '物流追踪系统', '物流管理系统对接需求', 'active', 1, DATE_ADD(NOW(), INTERVAL -7 DAY), 1, NOW(), 0),
+(2007, '000000', 1007, '年度框架协议', 'lead', 300000.00, 10, DATE_ADD(NOW(), INTERVAL 100 DAY), 2, '综合服务包', '年度合作协议框架', 'active', 2, DATE_ADD(NOW(), INTERVAL -4 DAY), 2, NOW(), 0),
+(2008, '000000', 1008, '本地化服务需求', 'lead', 45000.00, 10, DATE_ADD(NOW(), INTERVAL 65 DAY), 3, '本地运营支持', '本地化运营服务需求', 'active', 3, NOW(), 3, NOW(), 0),
+(2009, '000000', 1009, '电商渠道拓展', 'lead', 75000.00, 10, DATE_ADD(NOW(), INTERVAL 60 DAY), 1, '电商平台对接', '电商销售渠道拓展', 'active', 1, DATE_ADD(NOW(), INTERVAL -1 DAY), 1, NOW(), 0),
+(2010, '000000', 1010, '冷链仓储合作', 'lead', 180000.00, 10, DATE_ADD(NOW(), INTERVAL 88 DAY), 2, '冷链解决方案', '冷链仓储需求', 'active', 2, NOW(), 2, NOW(), 0),
+(2011, '000000', 1001, '二次采购意向', 'lead', 60000.00, 10, DATE_ADD(NOW(), INTERVAL 92 DAY), 1, '货架配件', '已有合作客户追加采购', 'active', 1, NOW(), 1, NOW(), 0),
+(2012, '000000', 1003, '促销活动支持', 'lead', 25000.00, 10, DATE_ADD(NOW(), INTERVAL 55 DAY), 2, '促销策划服务', '促销活动策划需求', 'active', 2, DATE_ADD(NOW(), INTERVAL -6 DAY), 2, NOW(), 0),
+(2013, '000000', 1005, '培训服务需求', 'lead', 15000.00, 10, DATE_ADD(NOW(), INTERVAL 50 DAY), 3, '员工培训课程', '员工技能培训需求', 'active', 3, NOW(), 3, NOW(), 0),
+(2014, '000000', 1007, '数据分析服务', 'lead', 40000.00, 10, DATE_ADD(NOW(), INTERVAL 45 DAY), 1, 'BI数据分析', '销售数据分析服务', 'active', 1, DATE_ADD(NOW(), INTERVAL -8 DAY), 1, NOW(), 0),
+(2015, '000000', 1009, '客户管理系统', 'lead', 95000.00, 10, DATE_ADD(NOW(), INTERVAL 58 DAY), 2, 'CRM系统定制', '客户管理需求', 'active', 2, NOW(), 2, NOW(), 0);
+
+-- negotiation阶段 - 15条（谈判中）
+INSERT IGNORE INTO crm_opportunity (opportunity_id, tenant_id, dealer_id, opportunity_name, stage, amount, probability, expected_close_date, owner_user_id, product_name, description, status, create_by, create_time, update_by, update_time, del_flag)
+VALUES
+(2016, '000000', 1001, '大批量采购谈判', 'negotiation', 280000.00, 30, DATE_ADD(NOW(), INTERVAL 60 DAY), 1, '智能货架批量', '批量采购价格谈判', 'active', 1, DATE_ADD(NOW(), INTERVAL -20 DAY), 1, NOW(), 0),
+(2017, '000000', 1002, '系统集成方案', 'negotiation', 450000.00, 30, DATE_ADD(NOW(), INTERVAL 55 DAY), 2, '全系统集成', '系统集成方案谈判', 'active', 2, DATE_ADD(NOW(), INTERVAL -18 DAY), 2, NOW(), 0),
+(2018, '000000', 1003, '品牌合作推广', 'negotiation', 120000.00, 30, DATE_ADD(NOW(), INTERVAL 50 DAY), 1, '品牌联合推广', '品牌推广合作谈判', 'active', 1, DATE_ADD(NOW(), INTERVAL -15 DAY), 1, NOW(), 0),
+(2019, '000000', 1004, '区域扩展计划', 'negotiation', 200000.00, 30, DATE_ADD(NOW(), INTERVAL 48 DAY), 2, '区域扩张服务', '区域扩展方案谈判', 'active', 2, DATE_ADD(NOW(), INTERVAL -12 DAY), 2, NOW(), 0),
+(2020, '000000', 1005, '年度供货协议', 'negotiation', 350000.00, 30, DATE_ADD(NOW(), INTERVAL 45 DAY), 3, '年度供货合同', '年度协议谈判', 'active', 3, DATE_ADD(NOW(), INTERVAL -10 DAY), 3, NOW(), 0),
+(2021, '000000', 1006, '智慧门店方案', 'negotiation', 180000.00, 30, DATE_ADD(NOW(), INTERVAL 42 DAY), 1, '智慧门店系统', '智慧门店方案谈判', 'active', 1, DATE_ADD(NOW(), INTERVAL -25 DAY), 1, NOW(), 0),
+(2022, '000000', 1007, '营销自动化', 'negotiation', 95000.00, 30, DATE_ADD(NOW(), INTERVAL 40 DAY), 2, '营销自动化工具', '营销工具采购谈判', 'active', 2, DATE_ADD(NOW(), INTERVAL -22 DAY), 2, NOW(), 0),
+(2023, '000000', 1008, '供应链优化', 'negotiation', 250000.00, 30, DATE_ADD(NOW(), INTERVAL 38 DAY), 3, '供应链优化方案', '供应链优化谈判', 'active', 3, DATE_ADD(NOW(), INTERVAL -19 DAY), 3, NOW(), 0),
+(2024, '000000', 1009, '电商运营合作', 'negotiation', 150000.00, 30, DATE_ADD(NOW(), INTERVAL 35 DAY), 1, '电商运营服务', '电商运营合作谈判', 'active', 1, DATE_ADD(NOW(), INTERVAL -16 DAY), 1, NOW(), 0),
+(2025, '000000', 1010, '仓储物流升级', 'negotiation', 320000.00, 30, DATE_ADD(NOW(), INTERVAL 33 DAY), 2, '仓储升级方案', '仓储升级谈判', 'active', 2, DATE_ADD(NOW(), INTERVAL -14 DAY), 2, NOW(), 0),
+(2026, '000000', 1002, '增值服务采购', 'negotiation', 80000.00, 30, DATE_ADD(NOW(), INTERVAL 30 DAY), 2, '增值服务包', '增值服务采购谈判', 'active', 2, DATE_ADD(NOW(), INTERVAL -28 DAY), 2, NOW(), 0),
+(2027, '000000', 1004, '定制开发需求', 'negotiation', 220000.00, 30, DATE_ADD(NOW(), INTERVAL 28 DAY), 1, '定制开发服务', '定制开发方案谈判', 'active', 1, DATE_ADD(NOW(), INTERVAL -21 DAY), 1, NOW(), 0),
+(2028, '000000', 1006, '设备租赁合作', 'negotiation', 65000.00, 30, DATE_ADD(NOW(), INTERVAL 26 DAY), 3, '设备租赁方案', '设备租赁谈判', 'active', 3, DATE_ADD(NOW(), INTERVAL -17 DAY), 3, NOW(), 0),
+(2029, '000000', 1008, '数据服务合作', 'negotiation', 100000.00, 30, DATE_ADD(NOW(), INTERVAL 24 DAY), 2, '数据分析服务', '数据服务谈判', 'active', 2, DATE_ADD(NOW(), INTERVAL -11 DAY), 2, NOW(), 0),
+(2030, '000000', 1010, '技术支持服务', 'negotiation', 55000.00, 30, DATE_ADD(NOW(), INTERVAL 22 DAY), 1, '技术支持包', '技术支持谈判', 'active', 1, DATE_ADD(NOW(), INTERVAL -9 DAY), 1, NOW(), 0);
+
+-- proposal阶段 - 12条（方案阶段）
+INSERT IGNORE INTO crm_opportunity (opportunity_id, tenant_id, dealer_id, opportunity_name, stage, amount, probability, expected_close_date, owner_user_id, product_name, description, status, create_by, create_time, update_by, update_time, del_flag)
+VALUES
+(2031, '000000', 1001, '大型项目方案', 'proposal', 580000.00, 50, DATE_ADD(NOW(), INTERVAL 30 DAY), 1, '全链条解决方案', '已提交方案等待审批', 'active', 1, DATE_ADD(NOW(), INTERVAL -35 DAY), 1, NOW(), 0),
+(2032, '000000', 1002, '年度战略合作', 'proposal', 850000.00, 50, DATE_ADD(NOW(), INTERVAL 28 DAY), 2, '战略合作方案', '方案已提交等待确认', 'active', 2, DATE_ADD(NOW(), INTERVAL -32 DAY), 2, NOW(), 0),
+(2033, '000000', 1003, '智慧零售方案', 'proposal', 380000.00, 50, DATE_ADD(NOW(), INTERVAL 25 DAY), 1, '智慧零售系统', '方案评审中', 'active', 1, DATE_ADD(NOW(), INTERVAL -30 DAY), 1, NOW(), 0),
+(2034, '000000', 1004, '区域代理方案', 'proposal', 250000.00, 50, DATE_ADD(NOW(), INTERVAL 23 DAY), 2, '代理合作方案', '代理方案已提交', 'active', 2, DATE_ADD(NOW(), INTERVAL -27 DAY), 2, NOW(), 0),
+(2035, '000000', 1005, '仓储改造方案', 'proposal', 420000.00, 50, DATE_ADD(NOW(), INTERVAL 20 DAY), 3, '仓储改造计划', '改造方案等待审批', 'active', 3, DATE_ADD(NOW(), INTERVAL -25 DAY), 3, NOW(), 0),
+(2036, '000000', 1006, '品牌升级方案', 'proposal', 180000.00, 50, DATE_ADD(NOW(), INTERVAL 18 DAY), 1, '品牌升级服务', '品牌方案评审中', 'active', 1, DATE_ADD(NOW(), INTERVAL -40 DAY), 1, NOW(), 0),
+(2037, '000000', 1007, '营销整合方案', 'proposal', 320000.00, 50, DATE_ADD(NOW(), INTERVAL 15 DAY), 2, '营销整合服务', '营销方案已提交', 'active', 2, DATE_ADD(NOW(), INTERVAL -38 DAY), 2, NOW(), 0),
+(2038, '000000', 1008, '供应链方案', 'proposal', 450000.00, 50, DATE_ADD(NOW(), INTERVAL 12 DAY), 3, '供应链整合', '供应链方案等待审批', 'active', 3, DATE_ADD(NOW(), INTERVAL -36 DAY), 3, NOW(), 0),
+(2039, '000000', 1009, '电商平台方案', 'proposal', 280000.00, 50, DATE_ADD(NOW(), INTERVAL 10 DAY), 1, '电商全案', '电商方案评审中', 'active', 1, DATE_ADD(NOW(), INTERVAL -33 DAY), 1, NOW(), 0),
+(2040, '000000', 1010, '物流优化方案', 'proposal', 350000.00, 50, DATE_ADD(NOW(), INTERVAL 8 DAY), 2, '物流优化服务', '物流方案已提交', 'active', 2, DATE_ADD(NOW(), INTERVAL -29 DAY), 2, NOW(), 0),
+(2041, '000000', 1003, '培训体系建设', 'proposal', 120000.00, 50, DATE_ADD(NOW(), INTERVAL 15 DAY), 1, '培训体系建设', '培训方案等待审批', 'active', 1, DATE_ADD(NOW(), INTERVAL -42 DAY), 1, NOW(), 0),
+(2042, '000000', 1007, '客户运营方案', 'proposal', 200000.00, 50, DATE_ADD(NOW(), INTERVAL 12 DAY), 2, '客户运营服务', '运营方案评审中', 'active', 2, DATE_ADD(NOW(), INTERVAL -44 DAY), 2, NOW(), 0);
+
+-- closing阶段 - 8条（赢单阶段，本月和上月分布）
+INSERT IGNORE INTO crm_opportunity (opportunity_id, tenant_id, dealer_id, opportunity_name, stage, amount, probability, expected_close_date, owner_user_id, product_name, description, status, create_by, create_time, update_by, update_time, del_flag)
+VALUES
+(2043, '000000', 1001, '首批进货合同', 'closing', 680000.00, 90, DATE_ADD(NOW(), INTERVAL 5 DAY), 1, '智能货架系统', '合同已签订，准备执行', 'active', 1, DATE_ADD(NOW(), INTERVAL -45 DAY), 1, NOW(), 0),
+(2044, '000000', 1002, '年度框架合同', 'closing', 1200000.00, 90, NOW(), 2, '综合服务包', '年度合同已签订', 'active', 2, DATE_ADD(NOW(), INTERVAL -50 DAY), 2, NOW(), 0),
+(2045, '000000', 1003, '区域代理合同', 'closing', 350000.00, 90, DATE_ADD(NOW(), INTERVAL -3 DAY), 1, '区域代理权', '代理合同已签订', 'active', 1, DATE_ADD(NOW(), INTERVAL -48 DAY), 1, NOW(), 0),
+(2046, '000000', 1004, '仓储改造合同', 'closing', 520000.00, 90, DATE_ADD(NOW(), INTERVAL -7 DAY), 2, '仓储改造计划', '改造合同已签订', 'active', 2, DATE_ADD(NOW(), INTERVAL -52 DAY), 2, NOW(), 0),
+-- 上月赢单（用于计算环比）
+(2047, '000000', 1005, '上月签约项目A', 'closing', 450000.00, 90, DATE_ADD(NOW(), INTERVAL -35 DAY), 3, '物流方案', '上月赢单案例', 'active', 3, DATE_ADD(NOW(), INTERVAL -55 DAY), 3, NOW(), 0),
+(2048, '000000', 1006, '上月签约项目B', 'closing', 280000.00, 90, DATE_ADD(NOW(), INTERVAL -38 DAY), 1, '营销服务', '上月赢单案例', 'active', 1, DATE_ADD(NOW(), INTERVAL -58 DAY), 1, NOW(), 0),
+(2049, '000000', 1007, '上月签约项目C', 'closing', 380000.00, 90, DATE_ADD(NOW(), INTERVAL -40 DAY), 2, '数据服务', '上月赢单案例', 'active', 2, DATE_ADD(NOW(), INTERVAL -62 DAY), 2, NOW(), 0),
+(2050, '000000', 1008, '上月签约项目D', 'closing', 150000.00, 90, DATE_ADD(NOW(), INTERVAL -42 DAY), 3, '培训服务', '上月赢单案例', 'active', 3, DATE_ADD(NOW(), INTERVAL -65 DAY), 3, NOW(), 0);
+
+-- ========================================
+-- 3. 验证数据插入结果
+-- ========================================
+SELECT '=== 各阶段商机统计 ===' as title;
+SELECT
+    stage,
+    COUNT(*) as count,
+    SUM(amount) as total_amount,
+    ROUND(AVG(amount), 2) as avg_amount
+FROM crm_opportunity
+WHERE del_flag = 0
+GROUP BY stage
+ORDER BY FIELD(stage, 'lead', 'negotiation', 'proposal', 'closing');
+
+SELECT '=== 赢单月度统计 ===' as title;
+SELECT
+    CASE
+        WHEN MONTH(create_time) = MONTH(NOW()) AND YEAR(create_time) = YEAR(NOW()) THEN '本月'
+        WHEN MONTH(create_time) = MONTH(DATE_SUB(NOW(), INTERVAL 1 MONTH)) AND YEAR(create_time) = YEAR(DATE_SUB(NOW(), INTERVAL 1 MONTH)) THEN '上月'
+        ELSE '其他'
+    END as month_period,
+    COUNT(*) as win_count,
+    SUM(amount) as win_amount
+FROM crm_opportunity
+WHERE stage = 'closing' AND del_flag = 0
+GROUP BY month_period;
+
+SELECT '=== 经销商数据确认 ===' as title;
+SELECT dealer_id, dealer_name, dealer_code FROM crm_dealer WHERE del_flag = 0 LIMIT 10;
\ No newline at end of file
diff --git a/hzhub-system/src/main/java/org/hzhub/crm/controller/CrmDealerController.java b/hzhub-system/src/main/java/org/hzhub/crm/controller/CrmDealerController.java
new file mode 100644
index 0000000..2f985a3
--- /dev/null
+++ b/hzhub-system/src/main/java/org/hzhub/crm/controller/CrmDealerController.java
@@ -0,0 +1,36 @@
+package org.hzhub.crm.controller;
+
+import lombok.RequiredArgsConstructor;
+import org.hzhub.common.core.domain.R;
+import org.hzhub.crm.domain.vo.CrmDealerVo;
+import org.hzhub.crm.service.ICrmDealerService;
+import org.springframework.web.bind.annotation.*;
+
+import java.util.List;
+
+/**
+ * CRM经销商管理 Controller
+ * 员工门户版本（无需Sa-Token权限注解，权限由Gateway控制）
+ *
+ * 注意：Gateway已配置 /crm/** 路由并StripPrefix=1（去除/crm前缀）
+ * 所以Controller使用 /dealer 路径，实际对外接口为 /crm/dealer/**
+ *
+ * @author hzhub
+ */
+@RequiredArgsConstructor
+@RestController
+@RequestMapping("/dealer")
+public class CrmDealerController {
+
+    private final ICrmDealerService dealerService;
+
+    /**
+     * 员工门户经销商选择器列表
+     * 用于商机创建、商机分配等场景
+     */
+    @GetMapping("/portal/select")
+    public R<List<CrmDealerVo>> portalSelect(@RequestParam(required = false) String keyword) {
+        List<CrmDealerVo> dealerList = dealerService.selectDealerList(keyword);
+        return R.ok(dealerList);
+    }
+}
\ No newline at end of file
diff --git a/hzhub-system/src/main/java/org/hzhub/crm/service/ICrmDealerService.java b/hzhub-system/src/main/java/org/hzhub/crm/service/ICrmDealerService.java
index 55a52ee..f9d113a 100644
--- a/hzhub-system/src/main/java/org/hzhub/crm/service/ICrmDealerService.java
+++ b/hzhub-system/src/main/java/org/hzhub/crm/service/ICrmDealerService.java
@@ -5,6 +5,8 @@ import org.hzhub.common.mybatis.core.page.TableDataInfo;
 import org.hzhub.crm.domain.bo.CrmDealerBo;
 import org.hzhub.crm.domain.vo.CrmDealerVo;
 
+import java.util.List;
+
 /**
  * CRM经销商 Service 接口
  *
@@ -60,4 +62,12 @@ public interface ICrmDealerService {
      * @return 结果
      */
     boolean checkDealerCodeUnique(CrmDealerBo dealer);
+
+    /**
+     * 查询经销商列表（用于选择器）
+     *
+     * @param keyword 搜索关键词（经销商名称/编码）
+     * @return 经销商列表
+     */
+    List<CrmDealerVo> selectDealerList(String keyword);
 }
\ No newline at end of file
diff --git a/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmDealerServiceImpl.java b/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmDealerServiceImpl.java
index 8178acd..f9dac60 100644
--- a/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmDealerServiceImpl.java
+++ b/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmDealerServiceImpl.java
@@ -106,4 +106,18 @@ public class CrmDealerServiceImpl implements ICrmDealerService {
             .ne(ObjectUtil.isNotNull(dealer.getDealerId()), CrmDealer::getDealerId, dealer.getDealerId()));
         return !exist;
     }
+
+    @Override
+    public List<CrmDealerVo> selectDealerList(String keyword) {
+        LambdaQueryWrapper<CrmDealer> wrapper = Wrappers.lambdaQuery();
+        wrapper.eq(CrmDealer::getDelFlag, SystemConstants.NORMAL)
+            .eq(CrmDealer::getLifecycle, "active") // 只返回活跃状态的经销商
+            .and(StringUtils.isNotBlank(keyword), w -> w
+                .like(CrmDealer::getDealerName, keyword)
+                .or()
+                .like(CrmDealer::getDealerCode, keyword))
+            .orderByDesc(CrmDealer::getCreateTime)
+            .last("LIMIT 100"); // 限制返回100条
+        return dealerMapper.selectVoList(wrapper);
+    }
 }
\ No newline at end of file
diff --git a/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmLeadServiceImpl.java b/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmLeadServiceImpl.java
index 917b2a6..eff6946 100644
--- a/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmLeadServiceImpl.java
+++ b/hzhub-system/src/main/java/org/hzhub/crm/service/impl/CrmLeadServiceImpl.java
@@ -290,22 +290,12 @@ public class CrmLeadServiceImpl implements ICrmLeadService {
             throw new ServiceException("创建经销商失败");
         }
 
-        // 4. 创建初始商机（线索转化时自动创建）
-        int opportunityResult = opportunityService.createInitialOpportunity(
-            dealer.getDealerId(),
-            lead.getLeadId(),
-            lead.getOwnerUserId()
-        );
-        if (opportunityResult <= 0) {
-            log.warn("创建初始商机失败，但经销商创建成功: dealerId={}", dealer.getDealerId());
-        }
-
-        // 5. 更新线索状态
+        // 4. 更新线索状态
         lead.setLeadStatus("converted");
         lead.setConvertedDealerId(dealer.getDealerId());
         int leadResult = leadMapper.updateById(lead);
 
-        log.info("线索转化成功: leadId={}, dealerId={}, dealerCode={}, opportunityId已创建",
+        log.info("线索转化成功: leadId={}, dealerId={}, dealerCode={}",
             lead.getLeadId(), dealer.getDealerId(), dealer.getDealerCode());
 
         return leadResult;