feat: 个人用户聚合视图 — 客户管理双Tab+四模块数据聚合

- customers 表新增 customer_type 列 (unit/individual)
- 客户管理页：单位客户 | 个人用户 Tab 切换
- 个人用户 Tab: 直接内嵌4 Tab 显示所有个人用户的聚合数据
- 个人用户通过业务模块快速新建产生 (customer_type=individual)
- 4个业务API新增 customer_type 筛选参数（JOIN customers）
- 客户列表排序: 个人用户置顶

Co-Authored-By: Claude <noreply@anthropic.com>

backend/app/api/customers.py

@@ -50,6 +50,7 @@ async def list_customers(
     industry: Optional[str] = Query(None),
     service: Optional[str] = Query(None),
     manager_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     page: int = Query(1, ge=1),
     page_size: int = Query(100, ge=1, le=1000),
     current_user: dict = Depends(get_current_user),
@@ -60,6 +61,8 @@ async def list_customers(
 
     base_query = select(Customer)
 
+    if customer_type:
+        base_query = base_query.where(Customer.customer_type == customer_type)
     if industry:
         base_query = base_query.where(Customer.industry.ilike(f"%{industry}%"))
     if service:
@@ -89,7 +92,7 @@ async def list_customers(
 
     # Paginate
     offset = (page - 1) * page_size
-    query = base_query.order_by(Customer.name).offset(offset).limit(page_size)
+    query = base_query.order_by(Customer.customer_type, Customer.name).offset(offset).limit(page_size)
     result = await db.execute(query)
     items = result.scalars().all()
 

backend/app/api/key_visits.py

@@ -36,6 +36,7 @@ async def _enrich(k: KeyVisit, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_key_visits(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -44,6 +45,8 @@ async def list_key_visits(
         query = query.where(KeyVisit.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(KeyVisit.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, KeyVisit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
     query = query.order_by(KeyVisit.planned_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(k, db) for k in result.scalars().all()]

backend/app/api/mini_business.py

@@ -35,6 +35,7 @@ async def _enrich(m: MiniBusiness, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_mini_business(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -43,6 +44,8 @@ async def list_mini_business(
         query = query.where(MiniBusiness.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(MiniBusiness.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, MiniBusiness.customer_id == Customer.id).where(Customer.customer_type == customer_type)
     query = query.order_by(MiniBusiness.expected_revenue_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(m, db) for m in result.scalars().all()]

backend/app/api/visits.py

@@ -62,6 +62,7 @@ async def list_visits(
     date_from: Optional[str] = Query(None),
     date_to: Optional[str] = Query(None),
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -77,6 +78,8 @@ async def list_visits(
         query = query.where(Visit.visit_date <= parse_date(date_to))
     if customer_id:
         query = query.where(Visit.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, Visit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
 
     query = query.order_by(Visit.visit_date.desc(), Visit.created_at.desc()).limit(200)
     result = await db.execute(query)

backend/app/api/work_plans.py

@@ -35,6 +35,7 @@ async def _enrich(wp: WorkPlan, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_work_plans(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -43,6 +44,8 @@ async def list_work_plans(
         query = query.where(WorkPlan.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(WorkPlan.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, WorkPlan.customer_id == Customer.id).where(Customer.customer_type == customer_type)
     query = query.order_by(WorkPlan.plan_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(w, db) for w in result.scalars().all()]

backend/app/main.py

@@ -42,6 +42,9 @@ async def lifespan(app: FastAPI):
         await conn.run_sync(lambda c: c.exec_driver_sql(
             "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_manager_id UUID"
         ))
+        await conn.run_sync(lambda c: c.exec_driver_sql(
+            "ALTER TABLE customers ADD COLUMN IF NOT EXISTS customer_type VARCHAR(20) DEFAULT 'unit'"
+        ))
         # New columns for v0.4
         await conn.run_sync(lambda c: c.exec_driver_sql(
             "ALTER TABLE visits ADD COLUMN IF NOT EXISTS companion_names TEXT[] DEFAULT '{}'"

backend/app/models/customer.py

@@ -11,6 +11,7 @@ class Customer(Base):
 
     id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
     name: Mapped[str] = mapped_column(String(200), index=True)
+    customer_type: Mapped[str] = mapped_column(String(20), default="unit")
     industry: Mapped[str] = mapped_column(String(100), default="")
     address: Mapped[str] = mapped_column(String(500), default="")
     in_use_services: Mapped[str] = mapped_column(Text, default="")

backend/app/schemas/customer.py

@@ -45,6 +45,7 @@ class ContactOut(BaseModel):
 # ── Customer ──
 class CustomerCreate(BaseModel):
     name: str
+    customer_type: str = "unit"
     industry: str = ""
     address: str = ""
     in_use_services: str = ""
@@ -56,6 +57,7 @@ class CustomerCreate(BaseModel):
 
 class CustomerUpdate(BaseModel):
     name: Optional[str] = None
+    customer_type: Optional[str] = None
     industry: Optional[str] = None
     address: Optional[str] = None
     in_use_services: Optional[str] = None
@@ -67,6 +69,7 @@ class CustomerUpdate(BaseModel):
 class CustomerOut(BaseModel):
     id: uuid.UUID
     name: str
+    customer_type: str = "unit"
     industry: str
     address: str
     in_use_services: str
@@ -84,6 +87,7 @@ class CustomerOut(BaseModel):
 class CustomerListOut(BaseModel):
     id: uuid.UUID
     name: str
+    customer_type: str = "unit"
     industry: str
     in_use_services: str
     primary_manager_name: Optional[str] = None

docs/superpowers/specs/2026-07-12-work-plan-auto-status-design.md

@@ -0,0 +1,122 @@
+# 工作计划状态自动流转 — 设计文档
+
+> 日期：2026-07-12 | 状态：已确认
+
+## 一、需求概述
+
+工作计划目前有三种状态（计划中/已完成/已取消），完全依赖手动切换。利用已有的拜访记录数据，实现状态的自动流转，减少客户经理手动操作。
+
+## 二、核心决策
+
+| 决策项 | 结论 |
+|--------|------|
+| 匹配精度 | 仅匹配 `customer_id`（任何人拜访该客户即触发，与现有逻辑一致） |
+| 增强范围 | 创建/更新触发完成 + 逾期自动取消 + Excel 导入联动 |
+| 删除回退 | 不做（边缘场景少，复杂度高） |
+
+## 三、现状
+
+- `POST /visits/` 已有自动完成逻辑：同一 `customer_id` + `plan_date <= visit_date` → 标记"已完成"
+- 该逻辑嵌在 API 层，不可复用
+- 更新拜访、Excel 导入均不触发自动完成
+- 逾期计划（`plan_date < today`）只发企微提醒，不自动取消
+
+## 四、设计
+
+### 4.1 抽取可复用函数
+
+**文件：** `backend/app/services/visits.py`（如不存在则新建，如已有则追加）
+
+```python
+async def auto_complete_work_plans(
+    db: AsyncSession,
+    customer_id: UUID,
+    visit_date: date,
+    editor_name: str,
+    reason: str = "拜访自动完成",
+) -> int:
+    """将匹配的工作计划自动标记为已完成。返回完成数量。"""
+    from app.models.work_plan import WorkPlan
+    from app.utils.edit_log import append_entry as append_edit_log
+
+    plans_result = await db.execute(
+        select(WorkPlan).where(
+            WorkPlan.customer_id == customer_id,
+            WorkPlan.status == "计划中",
+            WorkPlan.plan_date <= visit_date,
+        )
+    )
+    count = 0
+    for plan in plans_result.scalars().all():
+        plan.status = "已完成"
+        append_edit_log(plan, editor_name, [{
+            "field": "status", "from": "计划中", "to": "已完成",
+            "reason": reason,
+        }])
+        count += 1
+    return count
+```
+
+### 4.2 三处调用点
+
+| 调用点 | 文件 | 触发时机 | reason 参数 |
+|--------|------|---------|------------|
+| POST /visits/ | `api/visits.py` | 创建拜访后 | `"拜访自动完成"` |
+| PUT /visits/{id} | `api/visits.py` | 更新拜访后 | `"拜访更新自动完成"` |
+| excel_import.py | `services/excel_import.py` | 导入每条拜访后 | `"旧周报导入自动完成"` |
+
+### 4.3 逾期计划自动取消
+
+**文件：** `backend/app/services/scheduler.py`，`check_overdue_plans` 函数
+
+在现有「发送企微提醒」逻辑后新增：
+
+```python
+# 自动取消：逾期且无匹配拜访记录的计划
+for plan in overdue:
+    has_visit = await db.execute(
+        select(Visit.id).where(
+            Visit.customer_id == plan.customer_id,
+            Visit.visit_date >= plan.plan_date,
+        )
+    )
+    if not has_visit.scalar():
+        plan.status = "已取消"
+        append_edit_log(plan, "系统", [{
+            "field": "status", "from": "计划中", "to": "已取消",
+            "reason": "逾期自动取消",
+        }])
+```
+
+每日 09:00 执行，与现有逾期检查共用一个调度任务。
+
+### 4.4 状态流转总图
+
+```
+计划中 ──┬── 拜访创建/更新/导入（customer_id + plan_date <= visit_date）──→ 已完成
+         │
+         └── 每日 09:00 调度（plan_date < today 且无匹配拜访）───────────→ 已取消
+```
+
+## 五、文件变更
+
+### 后端新增/修改
+
+| 文件 | 变更 |
+|------|------|
+| `backend/app/services/visits.py` | 新增 `auto_complete_work_plans()` 函数 |
+| `backend/app/api/visits.py` | POST 重构为调用 service 函数；PUT 新增调用 |
+| `backend/app/services/excel_import.py` | 导入拜访后调用自动完成 |
+| `backend/app/services/scheduler.py` | `check_overdue_plans` 新增自动取消逻辑 |
+
+### 前端
+
+无需改动。
+
+## 六、验证要点
+
+1. 创建拜访 → 匹配的计划自动变为"已完成"，edit_log 有记录
+2. 更新拜访日期 → 匹配的计划自动完成
+3. 导入旧周报 → 导入的拜访触发计划自动完成
+4. 逾期且无拜访的计划 → 每日 09:00 自动变为"已取消"
+5. 逾期但有拜访的计划 → 保持"计划中"（已有拜访覆盖，不算僵尸）

frontend/src/components.d.ts

@@ -31,6 +31,8 @@ declare module 'vue' {
     ElOption: typeof import('element-plus/es')['ElOption']
     ElPagination: typeof import('element-plus/es')['ElPagination']
     ElProgress: typeof import('element-plus/es')['ElProgress']
+    ElRadioButton: typeof import('element-plus/es')['ElRadioButton']
+    ElRadioGroup: typeof import('element-plus/es')['ElRadioGroup']
     ElRow: typeof import('element-plus/es')['ElRow']
     ElSelect: typeof import('element-plus/es')['ElSelect']
     ElSwitch: typeof import('element-plus/es')['ElSwitch']

frontend/src/views/desktop/CustomerManage.vue

@@ -15,7 +15,16 @@ const search = ref('')
 const filterIndustry = ref('')
 const filterService = ref('')
 const filterManagerId = ref('')
+const customerType = ref('unit')
 const customers = ref<any[]>([])
+
+// Individual view tab data
+const indivTab = ref('visits')
+const indivVisits = ref<any[]>([])
+const indivPlans = ref<any[]>([])
+const indivMini = ref<any[]>([])
+const indivKeyVisits = ref<any[]>([])
+const indivLoading = ref(false)
 const currentPage = ref(1)
 const pageSize = ref(25)
 const total = ref(0)
@@ -79,6 +88,32 @@ function onPageChange(page: number) { currentPage.value = page; loadCustomers()
 function onPageSizeChange(size: number) { pageSize.value = size; currentPage.value = 1; loadCustomers() }
 function onFilterChange() { currentPage.value = 1; loadCustomers() }
 
+function switchCustomerType(type: string) {
+  customerType.value = type
+  if (type === 'unit') {
+    onFilterChange()
+  } else {
+    loadIndividualData()
+  }
+}
+
+async function loadIndividualData() {
+  indivLoading.value = true
+  try {
+    const [visits, plans, mini, keyVisits] = await Promise.all([
+      api.get('/visits/', { params: { customer_type: 'individual' } }),
+      api.get('/work-plans/', { params: { customer_type: 'individual' } }),
+      api.get('/mini-business/', { params: { customer_type: 'individual' } }),
+      api.get('/key-visits/', { params: { customer_type: 'individual' } }),
+    ])
+    indivVisits.value = Array.isArray(visits.data) ? visits.data : (visits.data.items || [])
+    indivPlans.value = Array.isArray(plans.data) ? plans.data : (plans.data.items || [])
+    indivMini.value = Array.isArray(mini.data) ? mini.data : (mini.data.items || [])
+    indivKeyVisits.value = Array.isArray(keyVisits.data) ? keyVisits.data : (keyVisits.data.items || [])
+  } catch (_) {}
+  finally { indivLoading.value = false }
+}
+
 function buildMonthlyFee(): string {
   const amt = form.value.fee_amount.trim()
   if (!amt) return ''
@@ -329,6 +364,60 @@ async function handleImport() {
       <div class="page-rule"></div>
     </div>
 
+    <!-- Type Toggle -->
+    <div style="margin-bottom:14px">
+      <el-radio-group v-model="customerType" @change="switchCustomerType">
+        <el-radio-button value="unit">单位客户</el-radio-button>
+        <el-radio-button value="individual">个人用户</el-radio-button>
+      </el-radio-group>
+    </div>
+
+    <!-- Individual View: 4 Tabs -->
+    <div v-if="customerType === 'individual'" v-loading="indivLoading">
+      <el-tabs v-model="indivTab">
+        <el-tab-pane label="拜访记录" name="visits">
+          <el-table :data="indivVisits" size="small" max-height="400" v-if="indivVisits.length">
+            <el-table-column prop="visit_date" label="日期" width="110" />
+            <el-table-column prop="visit_method" label="方式" width="80" />
+            <el-table-column prop="communication_content" label="沟通内容" min-width="250" show-overflow-tooltip />
+            <el-table-column prop="customer_name" label="客户" width="120" />
+          </el-table>
+          <div v-else class="empty-tab">暂无拜访记录</div>
+        </el-tab-pane>
+        <el-tab-pane label="工作计划" name="plans">
+          <el-table :data="indivPlans" size="small" max-height="400" v-if="indivPlans.length">
+            <el-table-column prop="plan_date" label="计划时间" width="110" />
+            <el-table-column prop="plan_content" label="工作计划" min-width="250" show-overflow-tooltip />
+            <el-table-column prop="status" label="状态" width="80" />
+            <el-table-column prop="customer_name" label="客户" width="120" />
+          </el-table>
+          <div v-else class="empty-tab">暂无工作计划</div>
+        </el-tab-pane>
+        <el-tab-pane label="商机跟单" name="mini">
+          <el-table :data="indivMini" size="small" max-height="400" v-if="indivMini.length">
+            <el-table-column prop="product_type" label="产品类型" width="110" />
+            <el-table-column prop="amount" label="金额" width="100" />
+            <el-table-column prop="status" label="状态" width="80" />
+            <el-table-column prop="follow_up_detail" label="跟进内容" min-width="200" show-overflow-tooltip />
+            <el-table-column prop="customer_name" label="客户" width="120" />
+          </el-table>
+          <div v-else class="empty-tab">暂无商机记录</div>
+        </el-tab-pane>
+        <el-tab-pane label="要客拜访" name="keyVisits">
+          <el-table :data="indivKeyVisits" size="small" max-height="400" v-if="indivKeyVisits.length">
+            <el-table-column prop="planned_date" label="计划时间" width="110" />
+            <el-table-column prop="description" label="内容" min-width="250" show-overflow-tooltip />
+            <el-table-column prop="urgency_level" label="紧急度" width="80" />
+            <el-table-column prop="customer_name" label="客户" width="120" />
+          </el-table>
+          <div v-else class="empty-tab">暂不要客记录</div>
+        </el-tab-pane>
+      </el-tabs>
+    </div>
+
+    <!-- Unit View: Search + Table -->
+    <template v-if="customerType === 'unit'">
+
     <!-- Search & Filter -->
     <el-card style="margin-bottom: 16px;">
       <el-row :gutter="12" align="middle">
@@ -534,6 +623,7 @@ async function handleImport() {
         <el-button type="primary" :loading="importLoading" @click="handleImport" :disabled="!importFile">确认导入</el-button>
       </template>
     </el-dialog>
+    </template>
 
     <!-- Merge confirmation dialog -->
     <el-dialog v-model="mergeDialogVisible" title="合并客户" width="520px" :close-on-click-modal="false">