diff --git a/frontend/src/views/desktop/CustomerManage.vue b/frontend/src/views/desktop/CustomerManage.vue
index 99cb6ff..0fbce8a 100644
--- a/frontend/src/views/desktop/CustomerManage.vue
+++ b/frontend/src/views/desktop/CustomerManage.vue
@@ -55,11 +55,11 @@ async function handleIndivEditSave() {
         manager_id: f.manager_id,
       })
     } else if (type === 'plan') {
-      await api.put(`/work-plans/${f.id}`, { plan_content: f.plan_content, status: f.status })
+      await api.put(`/work-plans/${f.id}`, { plan_content: f.plan_content, status: f.status, plan_date: f.plan_date, manager_id: f.manager_id })
     } else if (type === 'mini') {
-      await api.put(`/mini-business/${f.id}`, { product_type: f.product_type, amount: f.amount, follow_up_detail: f.follow_up_detail, status: f.status })
+      await api.put(`/mini-business/${f.id}`, { product_type: f.product_type, amount: f.amount, follow_up_detail: f.follow_up_detail, status: f.status, expected_revenue_date: f.expected_revenue_date, manager_id: f.manager_id })
     } else if (type === 'key') {
-      await api.put(`/key-visits/${f.id}`, { description: f.description })
+      await api.put(`/key-visits/${f.id}`, { description: f.description, urgency_level: f.urgency_level, progress_status: f.progress_status, planned_date: f.planned_date, planned_visitor: f.planned_visitor, visit_target: f.visit_target, manager_id: f.manager_id })
     }
     ElMessage.success('已更新')
     indivEditVisible.value = false
@@ -707,21 +707,48 @@ async function handleImport() {
           <el-form-item label="时间范围"><el-input v-model="indivEditForm.time_range" placeholder="如: 10:00-11:30" /></el-form-item>
           <el-form-item label="拜访人姓名"><el-input v-model="indivEditForm.visitor_name" /></el-form-item>
           <el-form-item label="拜访人电话"><el-input v-model="indivEditForm.visitor_phone" /></el-form-item>
+          <el-form-item label="相关人员"><el-input v-model="indivEditForm.companion_names_str" placeholder="多个姓名用、分隔" /></el-form-item>
           <el-form-item label="沟通内容"><el-input v-model="indivEditForm.communication_content" type="textarea" :rows="4" /></el-form-item>
           <el-form-item label="客户需求"><el-input v-model="indivEditForm.customer_demand" type="textarea" :rows="2" /></el-form-item>
         </template>
         <template v-else-if="indivEditType === 'plan'">
-          <el-form-item label="工作计划"><el-input v-model="indivEditForm.plan_content" type="textarea" :rows="3" /></el-form-item>
+          <el-form-item label="客户经理">
+            <el-select v-model="indivEditForm.manager_id" filterable style="width:100%">
+              <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="计划日期"><el-date-picker v-model="indivEditForm.plan_date" type="date" style="width:100%" /></el-form-item>
+          <el-form-item label="工作计划"><el-input v-model="indivEditForm.plan_content" type="textarea" :rows="4" /></el-form-item>
           <el-form-item label="状态"><el-select v-model="indivEditForm.status" style="width:100%"><el-option v-for="s in ['计划中','已完成','已取消']" :key="s" :label="s" :value="s" /></el-select></el-form-item>
         </template>
         <template v-else-if="indivEditType === 'mini'">
+          <el-form-item label="客户经理">
+            <el-select v-model="indivEditForm.manager_id" filterable style="width:100%">
+              <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+            </el-select>
+          </el-form-item>
           <el-form-item label="产品类型"><el-input v-model="indivEditForm.product_type" /></el-form-item>
           <el-form-item label="金额"><el-input v-model="indivEditForm.amount" /></el-form-item>
-          <el-form-item label="跟进内容"><el-input v-model="indivEditForm.follow_up_detail" type="textarea" :rows="3" /></el-form-item>
+          <el-form-item label="跟进内容"><el-input v-model="indivEditForm.follow_up_detail" type="textarea" :rows="4" /></el-form-item>
           <el-form-item label="状态"><el-select v-model="indivEditForm.status" style="width:100%"><el-option v-for="s in ['跟进中','已签约','已流失']" :key="s" :label="s" :value="s" /></el-select></el-form-item>
+          <el-form-item label="预计列收时间"><el-date-picker v-model="indivEditForm.expected_revenue_date" type="month" value-format="YYYY-MM" placeholder="选择月份" style="width:100%" /></el-form-item>
         </template>
         <template v-else-if="indivEditType === 'key'">
+          <el-form-item label="客户经理">
+            <el-select v-model="indivEditForm.manager_id" filterable style="width:100%">
+              <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="紧急重要度">
+            <div style="display:flex;gap:8px">
+              <el-button v-for="u in ['一般','重要','紧急']" :key="u" size="small" :type="indivEditForm.urgency_level === u ? (u==='紧急'?'danger':u==='重要'?'warning':'') : ''" @click="indivEditForm.urgency_level = u">{{ u }}</el-button>
+            </div>
+          </el-form-item>
           <el-form-item label="内容描述"><el-input v-model="indivEditForm.description" type="textarea" :rows="4" /></el-form-item>
+          <el-form-item label="进展状态"><el-select v-model="indivEditForm.progress_status" style="width:100%"><el-option v-for="s in ['未开始','进行中','已完成']" :key="s" :label="s" :value="s" /></el-select></el-form-item>
+          <el-form-item label="计划拜访时间"><el-date-picker v-model="indivEditForm.planned_date" type="date" value-format="YYYY-MM-DD" style="width:100%" /></el-form-item>
+          <el-form-item label="计划拜访人"><el-input v-model="indivEditForm.planned_visitor" placeholder="多个用、分隔" /></el-form-item>
+          <el-form-item label="拜访对象"><el-input v-model="indivEditForm.visit_target" /></el-form-item>
         </template>
       </el-form>
       <template #footer>