From 0e25201ede1ea580f285f45192cefcdf731ddf38 Mon Sep 17 00:00:00 2001
From: v6ole <voole@vip.qq.com>
Date: Sat, 27 Jun 2026 12:23:58 +0800
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后端 light_board.py:
- 每张客户卡片返回 plans[] (活跃工作计划) + recent_visits[] (最近2条)
- 计划过期检测 (plan_overdue)

前端 LightBoard.vue:
- 点击卡片 → el-dialog 弹窗 (不再跳转周报)
- 绿灯: 显示最近拜访记录
- 黄/红灯: 客户信息 + 快速制定拜访计划表单
- 卡片显示计划标签 (📅正常 / ⚠过期闪烁)
- 弹窗底部保留「查看周报记录」链接

计划过期逻辑: plan_date < 当月首日 且 status=计划中

Co-Authored-By: Claude <noreply@anthropic.com>
---
 backend/app/services/light_board.py       |  54 +++
 frontend/src/views/desktop/LightBoard.vue | 528 +++++++++-------------
 2 files changed, 266 insertions(+), 316 deletions(-)

diff --git a/backend/app/services/light_board.py b/backend/app/services/light_board.py
index a93ebff..eb255ed 100644
--- a/backend/app/services/light_board.py
+++ b/backend/app/services/light_board.py
@@ -15,6 +15,7 @@ from app.models.user import User
 from app.models.customer import Customer
 from app.models.customer_assignment import CustomerAssignment
 from app.models.visit import Visit
+from app.models.work_plan import WorkPlan
 from app.utils.timezone import today_cst
 
 
@@ -156,6 +157,59 @@ async def get_light_board(
             else:
                 mgr_entry["not_visited_2months"] += 1
 
+    # ── Active work plans per customer ──
+    active_plans_result = await db.execute(
+        select(
+            WorkPlan.customer_id,
+            WorkPlan.plan_content,
+            WorkPlan.plan_date,
+            WorkPlan.status,
+            WorkPlan.manager_id,
+        ).where(
+            WorkPlan.customer_id.in_(assigned_customer_ids),
+            WorkPlan.status == "计划中",
+        ).order_by(WorkPlan.plan_date)
+    )
+    plans_map: dict[UUID, list] = {}
+    for row in active_plans_result.all():
+        cid, content, pdate, pstatus, pmanager = row
+        plans_map.setdefault(cid, []).append({
+            "plan_content": content,
+            "plan_date": str(pdate),
+            "status": pstatus,
+            "plan_overdue": pdate < ref,
+            "manager_id": str(pmanager) if pmanager else None,
+        })
+
+    # ── Recent visits for green/yellow customers ──
+    recent_visits_result = await db.execute(
+        select(
+            Visit.customer_id,
+            Visit.visit_date,
+            Visit.visit_method,
+            Visit.communication_content,
+            Visit.manager_id,
+        ).where(
+            Visit.customer_id.in_(assigned_customer_ids),
+        ).order_by(Visit.visit_date.desc()).limit(500)
+    )
+    visits_map: dict[UUID, list] = {}
+    for row in recent_visits_result.all():
+        cid, vdate, vmethod, vcontent, vmanager = row
+        visits_map.setdefault(cid, []).append({
+            "visit_date": str(vdate),
+            "visit_method": vmethod,
+            "content": (vcontent or "")[:120],
+            "manager_id": str(vmanager) if vmanager else None,
+        })
+
+    # ── Merge plans & visits into customer entries ──
+    for mgr_entry in manager_map.values():
+        for c in mgr_entry["customers"]:
+            cid = UUID(c["customer_id"])
+            c["plans"] = plans_map.get(cid, [])
+            c["recent_visits"] = (visits_map.get(cid, []) or [])[:2]
+
     # ── Calculate coverage rates ──
     for mgr_entry in manager_map.values():
         total = mgr_entry["total_customers"]
diff --git a/frontend/src/views/desktop/LightBoard.vue b/frontend/src/views/desktop/LightBoard.vue
index 7fc9e3d..1f9a333 100644
--- a/frontend/src/views/desktop/LightBoard.vue
+++ b/frontend/src/views/desktop/LightBoard.vue
@@ -1,15 +1,26 @@
 <script setup lang="ts">
 import { ref, onMounted, computed } from 'vue'
 import { useRouter } from 'vue-router'
+import { useAuthStore } from '@/stores/auth'
 import { dashboardApi } from '@/api/dashboard'
 import { ElMessage } from 'element-plus'
+import api from '@/api/index'
+import { todayStr } from '@/utils'
 
 const router = useRouter()
+const auth = useAuthStore()
 const loading = ref(false)
 const board = ref<any>(null)
 const expandedManagers = ref<Set<string>>(new Set())
 const monthOffset = ref(0)
 
+// ── Dialog state ──
+const dialogVisible = ref(false)
+const selectedCustomer = ref<any>(null)
+const planDate = ref(todayStr())
+const planContent = ref('')
+const planSaving = ref(false)
+
 const referenceMonth = computed(() => {
   const d = new Date()
   d.setMonth(d.getMonth() + monthOffset.value)
@@ -18,22 +29,12 @@ const referenceMonth = computed(() => {
 
 const isCurrentMonth = computed(() => monthOffset.value >= 0)
 
-function changeMonth(delta: number) {
-  monthOffset.value += delta
-  loadData()
-}
-
-function goCurrentMonth() {
-  monthOffset.value = 0
-  loadData()
-}
+function changeMonth(delta: number) { monthOffset.value += delta; loadData() }
+function goCurrentMonth() { monthOffset.value = 0; loadData() }
 
 function toggleManager(id: string) {
-  if (expandedManagers.value.has(id)) {
-    expandedManagers.value.delete(id)
-  } else {
-    expandedManagers.value.add(id)
-  }
+  if (expandedManagers.value.has(id)) expandedManagers.value.delete(id)
+  else expandedManagers.value.add(id)
 }
 
 async function loadData() {
@@ -45,17 +46,11 @@ async function loadData() {
     board.value = res.data
   } catch (e: any) {
     ElMessage.error('加载亮灯表失败')
-  } finally {
-    loading.value = false
-  }
+  } finally { loading.value = false }
 }
 
 onMounted(loadData)
 
-function goCustomerVisits(customerId: string) {
-  router.push({ path: '/weekly-report', query: { customer_id: customerId } })
-}
-
 function goManagerReport(managerId: string) {
   router.push({ path: '/weekly-report', query: { manager_id: managerId } })
 }
@@ -65,6 +60,49 @@ const coverageColor = (rate: number): string => {
   if (rate >= 0.5) return 'var(--gold)'
   return 'var(--vermilion)'
 }
+
+// ── Customer Dialog ──
+function openCustomerDialog(cust: any) {
+  selectedCustomer.value = cust
+  planContent.value = ''
+  // Default plan date: today for red, Friday for yellow
+  if (cust.status === 'red') {
+    planDate.value = todayStr()
+  } else if (cust.status === 'yellow') {
+    const d = new Date()
+    d.setDate(d.getDate() + ((5 - d.getDay()) % 7 + 7) % 7 || 7)
+    planDate.value = d.toISOString().slice(0, 10)
+  } else {
+    planDate.value = todayStr()
+  }
+  dialogVisible.value = true
+}
+
+async function handleCreatePlan() {
+  if (!planContent.value.trim()) { ElMessage.warning('请输入计划内容'); return }
+  planSaving.value = true
+  try {
+    await api.post('/work-plans/', {
+      customer_id: selectedCustomer.value.customer_id,
+      plan_content: planContent.value.trim(),
+      plan_date: planDate.value,
+      status: '计划中',
+    })
+    ElMessage.success('拜访计划已制定')
+    planContent.value = ''
+    dialogVisible.value = false
+    await loadData() // Refresh to show new plan on card
+  } catch (e: any) {
+    ElMessage.error('制定失败: ' + (e.response?.data?.detail || e.message))
+  } finally { planSaving.value = false }
+}
+
+function goWeeklyReport(customerId: string) {
+  router.push({ path: '/weekly-report', query: { customer_id: customerId } })
+}
+
+// Status label map
+const statusLabel: Record<string, string> = { green: '本月已拜访', yellow: '上月已拜访 (临期)', red: '急需拜访', gray: '未分配' }
 </script>
 
 <template>
@@ -92,41 +130,17 @@ const coverageColor = (rate: number): string => {
 
     <!-- ═══ Team Summary Bar ═══ -->
     <div v-if="board" class="team-bar">
-      <div class="team-stat">
-        <span class="team-stat-num">{{ board.team_summary.total_customers }}</span>
-        <span class="team-stat-label">总客户</span>
-      </div>
-      <div class="team-stat team-stat--green">
-        <span class="team-stat-num">{{ board.team_summary.visited_this_month }}</span>
-        <span class="team-stat-label">已拜访</span>
-      </div>
-      <div class="team-stat team-stat--yellow">
-        <span class="team-stat-num">{{ board.team_summary.visited_last_month_only }}</span>
-        <span class="team-stat-label">临期</span>
-      </div>
-      <div class="team-stat team-stat--red">
-        <span class="team-stat-num">{{ board.team_summary.not_visited_2months }}</span>
-        <span class="team-stat-label">未拜访</span>
-      </div>
-      <div class="team-stat" v-if="board.team_summary.unassigned">
-        <span class="team-stat-num">{{ board.team_summary.unassigned }}</span>
-        <span class="team-stat-label">未分配</span>
-      </div>
-      <div class="team-stat team-stat--coverage">
-        <span class="team-stat-num">{{ (board.team_summary.coverage_rate * 100).toFixed(0) }}%</span>
-        <span class="team-stat-label">覆盖率</span>
-      </div>
+      <div class="team-stat"><span class="team-stat-num">{{ board.team_summary.total_customers }}</span><span class="team-stat-label">总客户</span></div>
+      <div class="team-stat team-stat--green"><span class="team-stat-num">{{ board.team_summary.visited_this_month }}</span><span class="team-stat-label">已拜访</span></div>
+      <div class="team-stat team-stat--yellow"><span class="team-stat-num">{{ board.team_summary.visited_last_month_only }}</span><span class="team-stat-label">临期</span></div>
+      <div class="team-stat team-stat--red"><span class="team-stat-num">{{ board.team_summary.not_visited_2months }}</span><span class="team-stat-label">未拜访</span></div>
+      <div class="team-stat" v-if="board.team_summary.unassigned"><span class="team-stat-num">{{ board.team_summary.unassigned }}</span><span class="team-stat-label">未分配</span></div>
+      <div class="team-stat team-stat--coverage"><span class="team-stat-num">{{ (board.team_summary.coverage_rate * 100).toFixed(0) }}%</span><span class="team-stat-label">覆盖率</span></div>
     </div>
 
     <!-- ═══ Manager Rows ═══ -->
     <div v-if="board" class="manager-list">
-      <div
-        v-for="m in board.managers"
-        :key="m.manager_id"
-        class="manager-row"
-        :class="{ 'manager-row--expanded': expandedManagers.has(m.manager_id) }"
-      >
-        <!-- Summary Row (always visible) -->
+      <div v-for="m in board.managers" :key="m.manager_id" class="manager-row" :class="{ 'manager-row--expanded': expandedManagers.has(m.manager_id) }">
         <div class="manager-summary" @click="toggleManager(m.manager_id)">
           <div class="manager-info">
             <span class="manager-expand">{{ expandedManagers.has(m.manager_id) ? '▼' : '▶' }}</span>
@@ -134,32 +148,18 @@ const coverageColor = (rate: number): string => {
             <span class="manager-count">{{ m.total_customers }} 个客户</span>
           </div>
           <div class="manager-lights">
-            <span class="light-dot light-dot--green" :title="`已拜访 ${m.visited_this_month}`">{{ m.visited_this_month }}</span>
-            <span class="light-dot light-dot--yellow" :title="`临期 ${m.visited_last_month_only}`">{{ m.visited_last_month_only }}</span>
-            <span class="light-dot light-dot--red" :title="`未拜访 ${m.not_visited_2months}`">{{ m.not_visited_2months }}</span>
+            <span class="light-dot light-dot--green">{{ m.visited_this_month }}</span>
+            <span class="light-dot light-dot--yellow">{{ m.visited_last_month_only }}</span>
+            <span class="light-dot light-dot--red">{{ m.not_visited_2months }}</span>
           </div>
           <div class="manager-coverage">
-            <div class="coverage-bar">
-              <div class="coverage-fill" :style="{
-                width: (m.coverage_rate * 100) + '%',
-                background: coverageColor(m.coverage_rate),
-              }"></div>
-            </div>
-            <span class="coverage-pct" :style="{ color: coverageColor(m.coverage_rate) }">
-              {{ (m.coverage_rate * 100).toFixed(0) }}%
-            </span>
+            <div class="coverage-bar"><div class="coverage-fill" :style="{ width: (m.coverage_rate * 100) + '%', background: coverageColor(m.coverage_rate) }"></div></div>
+            <span class="coverage-pct" :style="{ color: coverageColor(m.coverage_rate) }">{{ (m.coverage_rate * 100).toFixed(0) }}%</span>
           </div>
         </div>
 
-        <!-- Customer Cards (expanded) -->
         <div v-if="expandedManagers.has(m.manager_id)" class="customer-grid">
-          <div
-            v-for="cust in m.customers"
-            :key="cust.customer_id"
-            class="customer-card"
-            :class="`customer-card--${cust.status}`"
-            @click="goCustomerVisits(cust.customer_id)"
-          >
+          <div v-for="cust in m.customers" :key="cust.customer_id" class="customer-card" :class="`customer-card--${cust.status}`" @click="openCustomerDialog(cust)">
             <div class="card-status-stripe"></div>
             <div class="card-body">
               <div class="card-name-row">
@@ -171,12 +171,16 @@ const coverageColor = (rate: number): string => {
                 <span v-if="cust.in_use_services" class="card-services">{{ cust.in_use_services }}</span>
               </div>
               <div class="card-visit-info">
-                <span class="card-last-visit" v-if="cust.last_visit_date">
-                  {{ { green: '最近', yellow: '上月', red: '上次' }[cust.status] }}：{{ cust.last_visit_date }}
-                </span>
+                <span class="card-last-visit" v-if="cust.last_visit_date">{{ { green: '最近', yellow: '上月', red: '上次' }[cust.status] }}：{{ cust.last_visit_date }}</span>
                 <span class="card-last-visit card-last-visit--never" v-else>从未拜访</span>
                 <span v-if="cust.last_visit_method" class="card-method">{{ cust.last_visit_method }}</span>
               </div>
+              <!-- Plan badges -->
+              <div v-if="cust.plans?.length" class="card-plans">
+                <span v-for="p in cust.plans" :key="p.plan_date" class="plan-badge" :class="{ 'plan-overdue': p.plan_overdue }">
+                  {{ p.plan_overdue ? '⚠ 过期' : '📅' }} {{ p.plan_date }}
+                </span>
+              </div>
               <div v-if="cust.status === 'red' && cust.consecutive_missed_months > 0" class="card-warning">
                 ⚠ 连续 {{ cust.consecutive_missed_months }} 个月未拜访
               </div>
@@ -196,25 +200,12 @@ const coverageColor = (rate: number): string => {
           </div>
         </div>
         <div v-if="expandedManagers.has('unassigned')" class="customer-grid">
-          <div
-            v-for="cust in board.unassigned_customers"
-            :key="cust.customer_id"
-            class="customer-card customer-card--gray"
-            @click="router.push('/customers')"
-          >
+          <div v-for="cust in board.unassigned_customers" :key="cust.customer_id" class="customer-card customer-card--gray" @click="router.push('/customers')">
             <div class="card-status-stripe"></div>
             <div class="card-body">
-              <div class="card-name-row">
-                <span class="status-circle status-circle--gray"></span>
-                <strong class="card-name">{{ cust.customer_name }}</strong>
-              </div>
-              <div class="card-meta">
-                <span v-if="cust.industry" class="card-industry">{{ cust.industry }}</span>
-                <span v-if="cust.in_use_services" class="card-services">{{ cust.in_use_services }}</span>
-              </div>
-              <div class="card-visit-info">
-                <span class="card-last-visit card-last-visit--never">未分配客户经理</span>
-              </div>
+              <div class="card-name-row"><span class="status-circle status-circle--gray"></span><strong class="card-name">{{ cust.customer_name }}</strong></div>
+              <div class="card-meta"><span v-if="cust.industry" class="card-industry">{{ cust.industry }}</span></div>
+              <div class="card-visit-info"><span class="card-last-visit card-last-visit--never">未分配客户经理</span></div>
             </div>
           </div>
         </div>
@@ -222,9 +213,63 @@ const coverageColor = (rate: number): string => {
     </div>
 
     <!-- Empty State -->
-    <div v-if="!loading && !board" class="empty-state">
-      <p class="empty-text">暂无数据</p>
-    </div>
+    <div v-if="!loading && !board" class="empty-state"><p class="empty-text">暂无数据</p></div>
+
+    <!-- ═══ Customer Detail Dialog ═══ -->
+    <el-dialog v-model="dialogVisible" :title="selectedCustomer?.customer_name" width="520px" v-if="selectedCustomer">
+      <!-- Status header -->
+      <div class="dlg-status" :class="`dlg-status--${selectedCustomer.status}`">
+        {{ statusLabel[selectedCustomer.status] }}
+        <span v-if="selectedCustomer.consecutive_missed_months > 1" style="margin-left:6px">
+          (连续 {{ selectedCustomer.consecutive_missed_months }} 个月)
+        </span>
+      </div>
+
+      <!-- Customer Info -->
+      <div class="dlg-info">
+        <div class="dlg-info-row" v-if="selectedCustomer.industry"><span class="dlg-label">行业</span><span>{{ selectedCustomer.industry }}</span></div>
+        <div class="dlg-info-row" v-if="selectedCustomer.in_use_services"><span class="dlg-label">在用业务</span><span>{{ selectedCustomer.in_use_services }}</span></div>
+        <div class="dlg-info-row" v-if="selectedCustomer.monthly_fee"><span class="dlg-label">月费</span><span>{{ selectedCustomer.monthly_fee }}</span></div>
+        <div class="dlg-info-row"><span class="dlg-label">上次拜访</span><span>{{ selectedCustomer.last_visit_date || '从未' }}<span v-if="selectedCustomer.last_visit_method"> · {{ selectedCustomer.last_visit_method }}</span></span></div>
+      </div>
+
+      <!-- Recent Visits (green/yellow) -->
+      <div v-if="selectedCustomer.recent_visits?.length" class="dlg-section">
+        <h4 class="dlg-section-title">最近拜访记录</h4>
+        <div v-for="v in selectedCustomer.recent_visits" :key="v.visit_date" class="dlg-visit-item">
+          <span class="dlg-vdate">{{ v.visit_date }}</span>
+          <span class="dlg-vmethod">{{ v.visit_method }}</span>
+          <span class="dlg-vcontent">{{ v.content }}</span>
+        </div>
+      </div>
+
+      <!-- Existing Plans -->
+      <div v-if="selectedCustomer.plans?.length" class="dlg-section">
+        <h4 class="dlg-section-title">已有计划</h4>
+        <div v-for="p in selectedCustomer.plans" :key="p.plan_date" class="dlg-plan-item" :class="{ 'dlg-plan-overdue': p.plan_overdue }">
+          <span>📅 {{ p.plan_date }}</span>
+          <span>{{ p.plan_content }}</span>
+          <el-tag v-if="p.plan_overdue" size="small" type="danger">已过期</el-tag>
+        </div>
+      </div>
+
+      <!-- Quick Plan Form (yellow/red) -->
+      <div v-if="selectedCustomer.status !== 'green' && selectedCustomer.status !== 'gray'" class="dlg-section dlg-plan-form">
+        <h4 class="dlg-section-title">{{ selectedCustomer.status === 'red' ? '⚡ 快速制定拜访计划' : '📋 制定拜访计划' }}</h4>
+        <div class="plan-form-row">
+          <el-date-picker v-model="planDate" type="date" style="width:150px" value-format="YYYY-MM-DD" />
+          <el-input v-model="planContent" placeholder="计划内容，如：上门拜访了解云业务需求" style="flex:1" :disabled="planSaving" />
+          <el-button type="primary" :loading="planSaving" @click="handleCreatePlan">制定</el-button>
+        </div>
+      </div>
+
+      <!-- Link to weekly report -->
+      <div class="dlg-section" style="text-align:center;padding-top:8px">
+        <el-link type="primary" :underline="false" @click="goWeeklyReport(selectedCustomer.customer_id); dialogVisible=false">
+          🔗 查看该客户周报记录
+        </el-link>
+      </div>
+    </el-dialog>
   </div>
 </template>
 
@@ -232,252 +277,103 @@ const coverageColor = (rate: number): string => {
 /* ═══ Page Header ═══ */
 .page-head { margin-bottom: 20px; }
 .page-head-row { display: flex; justify-content: space-between; align-items: flex-start; }
-.page-title {
-  margin: 0;
-  font-family: 'ZCOOL XiaoWei', STSong, serif;
-  font-size: 22px; font-weight: 400;
-  color: var(--ink); letter-spacing: 0.06em;
-}
+.page-title { margin: 0; font-family: 'ZCOOL XiaoWei', STSong, serif; font-size: 22px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; }
 .month-nav { display: flex; align-items: center; gap: 8px; margin: 4px 0 6px; }
 .month-nav-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 3px 8px; cursor: pointer; color: var(--warm-gray); font-size: 12px; }
 .month-nav-btn:hover:not(:disabled) { color: var(--ink); border-color: var(--ink); }
 .month-nav-btn:disabled { opacity: 0.3; cursor: not-allowed; }
-.month-label { font-family: 'JetBrains Mono', 'SF Mono', monospace; font-size: 14px; color: var(--ink); letter-spacing: 0.04em; }
+.month-label { font-family: 'JetBrains Mono', monospace; font-size: 14px; color: var(--ink); letter-spacing: 0.04em; }
 .month-nav-reset { background: none; border: 1px solid var(--gold); color: var(--gold); padding: 3px 8px; cursor: pointer; font-size: 12px; }
 .month-nav-reset:hover { background: var(--gold); color: #fff; }
 .page-rule { width: 32px; height: 3px; background: var(--gold); margin-top: 12px; }
 
-/* ═══ Team Summary Bar ═══ */
-.team-bar {
-  display: flex; gap: 0;
-  background: var(--surface);
-  border: 1px solid var(--warm-border);
-  margin-bottom: 20px;
-}
-.team-stat {
-  flex: 1;
-  text-align: center;
-  padding: 16px 8px;
-  border-right: 1px solid var(--warm-border);
-  display: flex; flex-direction: column; gap: 4px;
-}
+/* ═══ Team Bar ═══ */
+.team-bar { display: flex; gap: 0; background: var(--surface); border: 1px solid var(--warm-border); margin-bottom: 20px; }
+.team-stat { flex: 1; text-align: center; padding: 16px 8px; border-right: 1px solid var(--warm-border); display: flex; flex-direction: column; gap: 4px; }
 .team-stat:last-child { border-right: none; }
-.team-stat-num {
-  font-family: 'ZCOOL XiaoWei', STSong, serif;
-  font-size: 26px; color: var(--ink); line-height: 1.1;
-}
-.team-stat-label {
-  font-family: 'Noto Serif SC', STSong, serif;
-  font-size: 11px; color: var(--warm-gray); letter-spacing: 0.04em;
-}
+.team-stat-num { font-family: 'ZCOOL XiaoWei', STSong, serif; font-size: 26px; color: var(--ink); line-height: 1.1; }
+.team-stat-label { font-family: 'Noto Serif SC', STSong, serif; font-size: 11px; color: var(--warm-gray); letter-spacing: 0.04em; }
 .team-stat--green .team-stat-num { color: var(--sage); }
 .team-stat--yellow .team-stat-num { color: var(--gold); }
 .team-stat--red .team-stat-num { color: var(--vermilion); }
 .team-stat--coverage .team-stat-num { color: var(--ink); }
 
 /* ═══ Manager Rows ═══ */
-.manager-list {
-  display: flex; flex-direction: column; gap: 8px;
-}
-.manager-row {
-  background: var(--surface);
-  border: 1px solid var(--warm-border);
-  transition: border-color 0.2s;
-}
-.manager-row--expanded {
-  border-color: var(--ink);
-}
-
-/* ═══ Manager Summary ═══ */
-.manager-summary {
-  display: flex; align-items: center; gap: 16px;
-  padding: 14px 18px;
-  cursor: pointer;
-  transition: background 0.2s;
-  user-select: none;
-}
-.manager-summary:hover {
-  background: rgba(196,147,74,0.03);
-}
-.manager-info {
-  display: flex; align-items: center; gap: 8px;
-  flex: 1;
-  min-width: 0;
-}
-.manager-expand {
-  font-size: 10px; color: var(--warm-gray);
-  width: 14px; flex-shrink: 0;
-}
-.manager-name {
-  font-family: 'ZCOOL XiaoWei', STSong, serif;
-  font-size: 15px; color: var(--ink); letter-spacing: 0.04em;
-  cursor: pointer;
-}
+.manager-list { display: flex; flex-direction: column; gap: 8px; }
+.manager-row { background: var(--surface); border: 1px solid var(--warm-border); transition: border-color 0.2s; }
+.manager-row--expanded { border-color: var(--ink); }
+.manager-summary { display: flex; align-items: center; gap: 16px; padding: 14px 18px; cursor: pointer; transition: background 0.2s; user-select: none; }
+.manager-summary:hover { background: rgba(196,147,74,0.03); }
+.manager-info { display: flex; align-items: center; gap: 8px; flex: 1; min-width: 0; }
+.manager-expand { font-size: 10px; color: var(--warm-gray); width: 14px; flex-shrink: 0; }
+.manager-name { font-family: 'ZCOOL XiaoWei', STSong, serif; font-size: 15px; color: var(--ink); letter-spacing: 0.04em; cursor: pointer; }
 .manager-name:hover { color: var(--gold); }
-.manager-count {
-  font-family: 'Noto Serif SC', STSong, serif;
-  font-size: 12px; color: var(--warm-gray); letter-spacing: 0.03em;
-}
-.manager-lights {
-  display: flex; gap: 6px;
-}
-.light-dot {
-  display: inline-flex; align-items: center; justify-content: center;
-  min-width: 26px; height: 26px; border-radius: 4px;
-  font-family: 'JetBrains Mono', 'SF Mono', monospace;
-  font-size: 12px; font-weight: 600;
-  cursor: help;
-}
-.light-dot--green  { background: #EDF2EC; color: var(--sage); }
+.manager-count { font-family: 'Noto Serif SC', STSong, serif; font-size: 12px; color: var(--warm-gray); }
+.manager-lights { display: flex; gap: 6px; }
+.light-dot { display: inline-flex; align-items: center; justify-content: center; min-width: 26px; height: 26px; border-radius: 4px; font-family: 'JetBrains Mono', monospace; font-size: 12px; font-weight: 600; cursor: help; }
+.light-dot--green { background: #EDF2EC; color: var(--sage); }
 .light-dot--yellow { background: #FBF6EE; color: var(--gold); }
-.light-dot--red    { background: #FBF1EE; color: var(--vermilion); }
-
-.manager-coverage {
-  display: flex; align-items: center; gap: 10px;
-  width: 180px; flex-shrink: 0;
-}
-.coverage-bar {
-  flex: 1; height: 6px;
-  background: var(--paper-dark);
-  border-radius: 3px; overflow: hidden;
-}
-.coverage-fill {
-  height: 100%; border-radius: 3px;
-  transition: width 0.5s ease;
-}
-.coverage-pct {
-  font-family: 'JetBrains Mono', 'SF Mono', monospace;
-  font-size: 13px; font-weight: 600;
-  width: 40px; text-align: right;
-}
+.light-dot--red { background: #FBF1EE; color: var(--vermilion); }
+.manager-coverage { display: flex; align-items: center; gap: 10px; width: 180px; flex-shrink: 0; }
+.coverage-bar { flex: 1; height: 6px; background: var(--paper-dark); border-radius: 3px; overflow: hidden; }
+.coverage-fill { height: 100%; border-radius: 3px; transition: width 0.5s ease; }
+.coverage-pct { font-family: 'JetBrains Mono', monospace; font-size: 13px; font-weight: 600; width: 40px; text-align: right; }
 
 /* ═══ Customer Grid ═══ */
-.customer-grid {
-  display: flex; flex-wrap: wrap; gap: 10px;
-  padding: 0 18px 16px;
-  border-top: 1px solid var(--warm-border);
-  padding-top: 14px;
-}
+.customer-grid { display: flex; flex-wrap: wrap; gap: 10px; padding: 0 18px 16px; border-top: 1px solid var(--warm-border); padding-top: 14px; }
 
 /* ═══ Customer Card ═══ */
-.customer-card {
-  width: 220px;
-  background: var(--paper);
-  border: 1px solid var(--warm-border);
-  cursor: pointer;
-  transition: all 0.2s;
-  display: flex;
-  overflow: hidden;
-  position: relative;
-}
-.customer-card:hover {
-  transform: translateY(-1px);
-  box-shadow: 0 4px 12px rgba(28,55,56,0.06);
-}
+.customer-card { width: 220px; background: var(--paper); border: 1px solid var(--warm-border); cursor: pointer; transition: all 0.2s; display: flex; overflow: hidden; position: relative; }
+.customer-card:hover { transform: translateY(-1px); box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
 .customer-card:active { transform: scale(0.99); }
-
-.card-status-stripe {
-  width: 4px; flex-shrink: 0;
-}
-.customer-card--green  .card-status-stripe { background: var(--sage); }
+.card-status-stripe { width: 4px; flex-shrink: 0; }
+.customer-card--green .card-status-stripe { background: var(--sage); }
 .customer-card--yellow .card-status-stripe { background: var(--gold); }
-.customer-card--red    .card-status-stripe { background: var(--vermilion); }
-.customer-card--gray   .card-status-stripe { background: var(--warm-gray); }
-
-.customer-card--red {
-  animation: pulse-warn 3s ease-in-out infinite;
-}
-@keyframes pulse-warn {
-  0%, 100% { border-color: var(--warm-border); }
-  50% { border-color: rgba(184,71,46,0.35); }
-}
-
-.card-body {
-  padding: 12px 14px;
-  flex: 1; min-width: 0;
-}
-.card-name-row {
-  display: flex; align-items: flex-start; gap: 8px;
-  margin-bottom: 6px;
-}
-
-/* ═══ Status Circle Icons (geometric, no text) ═══ */
-.status-circle {
-  display: inline-block;
-  width: 16px; height: 16px;
-  border-radius: 50%;
-  flex-shrink: 0;
-  margin-top: 2px;
-}
-/* Visited this month — solid filled circle ● */
-.status-circle--green {
-  background: var(--sage);
-  box-shadow: 0 0 0 2px rgba(74,103,65,0.15);
-}
-/* Visited last month only — half-filled circle ◐ */
-.status-circle--yellow {
-  background: conic-gradient(var(--gold) 50%, transparent 50%);
-  box-shadow: inset 0 0 0 1.5px var(--gold);
-}
-/* Not visited 2+ months — empty circle ○ */
-.status-circle--red {
-  background: transparent;
-  border: 2px solid var(--vermilion);
-  box-shadow: 0 0 0 2px rgba(184,71,46,0.08);
-}
-/* Unassigned — dash */
-.status-circle--gray {
-  background: transparent;
-  border: 1.5px dashed var(--warm-gray);
-}
-
-.card-name {
-  font-family: 'ZCOOL XiaoWei', STSong, serif;
-  font-size: 13px; color: var(--ink); letter-spacing: 0.03em;
-  line-height: 1.4;
-  word-break: break-all;
-}
-.card-meta {
-  display: flex; gap: 6px; flex-wrap: wrap;
-  margin-bottom: 6px;
-}
-.card-industry, .card-services {
-  font-family: 'Noto Serif SC', STSong, serif;
-  font-size: 10px; color: var(--warm-gray);
-  letter-spacing: 0.03em;
-}
-.card-visit-info {
-  display: flex; align-items: center; gap: 8px;
-}
-.card-last-visit {
-  font-family: 'JetBrains Mono', 'SF Mono', monospace;
-  font-size: 10px; color: var(--warm-gray);
-}
+.customer-card--red .card-status-stripe { background: var(--vermilion); }
+.customer-card--gray .card-status-stripe { background: var(--warm-gray); }
+.customer-card--red { animation: pulse-warn 3s ease-in-out infinite; }
+@keyframes pulse-warn { 0%,100% { border-color: var(--warm-border); } 50% { border-color: rgba(184,71,46,0.35); } }
+.card-body { padding: 12px 14px; flex: 1; min-width: 0; }
+.card-name-row { display: flex; align-items: flex-start; gap: 8px; margin-bottom: 6px; }
+.status-circle { display: inline-block; width: 16px; height: 16px; border-radius: 50%; flex-shrink: 0; margin-top: 2px; }
+.status-circle--green { background: var(--sage); box-shadow: 0 0 0 2px rgba(74,103,65,0.15); }
+.status-circle--yellow { background: conic-gradient(var(--gold) 50%, transparent 50%); box-shadow: inset 0 0 0 1.5px var(--gold); }
+.status-circle--red { background: transparent; border: 2px solid var(--vermilion); box-shadow: 0 0 0 2px rgba(184,71,46,0.08); }
+.status-circle--gray { background: transparent; border: 1.5px dashed var(--warm-gray); }
+.card-name { font-family: 'ZCOOL XiaoWei', STSong, serif; font-size: 13px; color: var(--ink); letter-spacing: 0.03em; line-height: 1.4; word-break: break-all; }
+.card-meta { display: flex; gap: 6px; flex-wrap: wrap; margin-bottom: 6px; }
+.card-industry,.card-services { font-family: 'Noto Serif SC', STSong, serif; font-size: 10px; color: var(--warm-gray); }
+.card-visit-info { display: flex; align-items: center; gap: 8px; margin-bottom: 4px; }
+.card-last-visit { font-family: 'JetBrains Mono', monospace; font-size: 10px; color: var(--warm-gray); }
 .card-last-visit--never { color: var(--vermilion); }
-.card-method {
-  font-family: 'Noto Serif SC', STSong, serif;
-  font-size: 10px; padding: 1px 6px;
-  border: 1px solid var(--warm-border);
-  color: var(--warm-gray);
-}
-.card-warning {
-  margin-top: 6px;
-  font-family: 'Noto Serif SC', STSong, serif;
-  font-size: 10px; color: var(--vermilion);
-  letter-spacing: 0.03em;
-}
-
-/* ═══ Unassigned Section ═══ */
-.unassigned-section {
-  border-style: dashed;
-  border-color: var(--warm-gray);
-}
-.unassigned-summary {
-  cursor: pointer;
-}
-
-/* ═══ Empty ═══ */
+.card-method { font-family: 'Noto Serif SC', STSong, serif; font-size: 10px; padding: 1px 6px; border: 1px solid var(--warm-border); color: var(--warm-gray); }
+.card-plans { display: flex; gap: 4px; flex-wrap: wrap; }
+.plan-badge { font-family: 'JetBrains Mono', monospace; font-size: 9px; padding: 2px 6px; border-radius: 8px; background: #EDF2EC; color: var(--sage); }
+.plan-badge.plan-overdue { background: #FBF1EE; color: var(--vermilion); animation: pulse-warn 2s ease-in-out infinite; }
+.card-warning { margin-top: 6px; font-family: 'Noto Serif SC', STSong, serif; font-size: 10px; color: var(--vermilion); }
+.unassigned-section { border-style: dashed; border-color: var(--warm-gray); }
+.unassigned-summary { cursor: pointer; }
 .empty-state { text-align: center; padding: 48px 0; }
 .empty-text { font-family: 'Noto Serif SC', STSong, serif; font-size: 15px; color: var(--warm-gray); }
 .empty { text-align: center; padding: 20px; color: var(--c-text-muted); font-family: 'Noto Serif SC', STSong, serif; }
+
+/* ═══ Dialog ═══ */
+.dlg-status { padding: 8px 12px; border-radius: 6px; font-size: 13px; font-weight: 600; margin-bottom: 12px; }
+.dlg-status--green { background: #EDF2EC; color: var(--sage); }
+.dlg-status--yellow { background: #FBF6EE; color: var(--gold); }
+.dlg-status--red { background: #FBF1EE; color: var(--vermilion); }
+.dlg-status--gray { background: #f0ede5; color: var(--warm-gray); }
+.dlg-info { background: var(--c-bg-light, #faf9f6); border-radius: 6px; padding: 12px 16px; margin-bottom: 12px; }
+.dlg-info-row { display: flex; gap: 16px; padding: 4px 0; font-size: 13px; }
+.dlg-label { color: var(--c-text-muted); min-width: 60px; }
+.dlg-section { border-top: 1px solid var(--warm-border); padding-top: 10px; margin-top: 10px; }
+.dlg-section-title { margin: 0 0 8px; font-size: 13px; color: var(--ink); }
+.dlg-visit-item { display: flex; gap: 8px; padding: 4px 0; font-size: 12px; }
+.dlg-vdate { font-family: 'JetBrains Mono', monospace; color: var(--warm-gray); white-space: nowrap; }
+.dlg-vmethod { color: var(--sage); white-space: nowrap; }
+.dlg-vcontent { color: var(--c-text-muted); flex: 1; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
+.dlg-plan-item { display: flex; align-items: center; gap: 8px; padding: 4px 0; font-size: 12px; }
+.dlg-plan-item.dlg-plan-overdue { background: #FBF1EE; margin: 2px -4px; padding: 4px; border-radius: 4px; }
+.dlg-plan-form { background: var(--c-bg-light, #faf9f6); padding: 10px 12px; border-radius: 6px; }
+.plan-form-row { display: flex; gap: 8px; align-items: center; }
 </style>