From 9b5805447e2a24491bc95a169a0d127a04d8eb30 Mon Sep 17 00:00:00 2001
From: v6ole <voole@vip.qq.com>
Date: Thu, 30 Jul 2026 09:55:08 +0800
Subject: [PATCH] =?UTF-8?q?docs:=20=E5=8D=8F=E5=90=8C=E6=8B=9C=E8=AE=BF?=
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Co-Authored-By: Claude <noreply@anthropic.com>
---
 .../specs/2026-07-30-visit-dedup-design.md    | 156 +++++++++++++
 frontend/src/components/MobileLayout.vue      |  25 +-
 frontend/src/views/mobile/DailyNoteForm.vue   |  21 +-
 frontend/src/views/mobile/Home.vue            |  32 ---
 frontend/src/views/mobile/KeyVisitForm.vue    | 112 +++++++--
 frontend/src/views/mobile/KeyVisitsList.vue   | 110 +++++++++
 frontend/src/views/mobile/MiniBizList.vue     | 111 +++++++++
 .../src/views/mobile/MiniBusinessForm.vue     | 220 ++++++++++++++++--
 frontend/src/views/mobile/NotesList.vue       |  98 ++++++++
 frontend/src/views/mobile/PlansList.vue       | 108 +++++++++
 frontend/src/views/mobile/VisitForm.vue       |  39 +++-
 frontend/src/views/mobile/VisitsList.vue      |  96 ++++++++
 frontend/src/views/mobile/WorkCenter.vue      |  84 +++++++
 frontend/src/views/mobile/WorkPlanForm.vue    | 126 ++++++++--
 14 files changed, 1230 insertions(+), 108 deletions(-)
 create mode 100644 docs/superpowers/specs/2026-07-30-visit-dedup-design.md
 create mode 100644 frontend/src/views/mobile/KeyVisitsList.vue
 create mode 100644 frontend/src/views/mobile/MiniBizList.vue
 create mode 100644 frontend/src/views/mobile/NotesList.vue
 create mode 100644 frontend/src/views/mobile/PlansList.vue
 create mode 100644 frontend/src/views/mobile/VisitsList.vue
 create mode 100644 frontend/src/views/mobile/WorkCenter.vue

diff --git a/docs/superpowers/specs/2026-07-30-visit-dedup-design.md b/docs/superpowers/specs/2026-07-30-visit-dedup-design.md
new file mode 100644
index 0000000..a835c8d
--- /dev/null
+++ b/docs/superpowers/specs/2026-07-30-visit-dedup-design.md
@@ -0,0 +1,156 @@
+# 协同拜访记录去重 — 设计方案
+
+## 背景
+
+当前机制：客户经理 A 创建拜访记录并选择协同人员 B 时，后端为 B 生成一条空内容的草稿副本。B 填写后，同一客户、同一天出现两条独立拜访记录，导致周报重复展示、亮灯表重复计数。
+
+## 设计目标
+
+1. 周报中同一客户同一次拜访合并展示为一张卡片
+2. 亮灯表不重复计数
+3. 每个参与人的填报进度不受影响（各自计入）
+4. 每个参与人能独立编辑自己的副本
+5. 历史数据兼容，不做强制迁移
+
+## 方案概要
+
+### 1. 数据库：新增 `visit_group_id`
+
+```sql
+ALTER TABLE visits ADD COLUMN visit_group_id UUID;
+CREATE INDEX ix_visits_visit_group_id ON visits(visit_group_id);
+```
+
+- 单人拜访：`visit_group_id = NULL`
+- 多人协同拜访：同一次拜访的所有记录共享同一个 `visit_group_id`
+
+### 2. 后端：POST /visits/ 改造
+
+**原逻辑：** 为每个协同人生成一条空内容草稿（`communication_content=""`, `photos=[]`, `companions=[]`）
+
+**新逻辑：** 为每个协同人生成一条完整副本：
+
+| 副本字段 | 值 | 说明 |
+|----------|-----|------|
+| `customer_id` | 同主记录 | |
+| `visit_date` | 同主记录 | |
+| `visit_method` | 同主记录 | |
+| `time_range` | 同主记录 | |
+| `visitor_name` | 同主记录 | 实际拜访人不变 |
+| `visitor_phone` | 同主记录 | |
+| `communication_content` | 原内容 + `（协同XXX）` | 如：`了解项目进度...（协同韦佶秀）` |
+| `customer_demand` | 同主记录 | |
+| `companions` | `[主记录创建人]` | 互换：协同人看到主访人 |
+| `companion_names` | 同主记录 | |
+| `photos` | 同主记录 | |
+| `manager_id` | 协同人的 UUID | 归属到协同人名下 |
+| `visit_group_id` | 同主记录 | **同一 UUID，关联所有副本** |
+
+**前端表现（创建人韦佶秀视角）：**
+
+```
+相关人员选择了 [韦伦]
+  → 保存后韦伦收到一条完整拜访记录
+  → 韦伦记录内容末尾自动追加"（协同韦佶秀）"
+```
+
+### 3. 后端：PUT /visits/{id} 不变
+
+协同人编辑自己的副本时不影响主记录，各自独立。
+
+### 4. 仪表盘统计：按 visit_group_id 去重
+
+`get_dashboard_stats` 中的 `week_visits` 改为：
+
+```python
+# 原：count 所有 visit 行
+select count(distinct coalesce(visit_group_id, id))
+from visits
+where visit_date between monday and sunday
+```
+
+每个 visit_group_id 只算一次，跳过 NULL（单人拜访用 id 做 fallback key）。
+
+### 5. 填报进度：不变
+
+`get_reporting_progress` 按 `manager_id` 分组计数，每个参与人各算一次，不受去重影响。
+
+### 6. 亮灯表：按 (customer_id, visit_date, visit_group_id) 去重
+
+同一客户同一天同一次拜访只亮一盏灯。
+
+### 7. 周报展示：按 visit_group_id 合并
+
+`get_weekly_report` 查询时，同一个 `visit_group_id` 的记录合并成一条输出：
+
+```json
+{
+  "customer_name": "污水处理厂",
+  "visit_date": "2026-07-30",
+  "visit_method": "上门",
+  "time_range": "09:00-10:30",
+  "visit_group_id": "abc-123",
+  "participants": [
+    {
+      "manager_name": "韦佶秀",
+      "manager_id": "uuid-1",
+      "role": "primary",
+      "communication_content": "了解污水处理新项目...",
+      "customer_demand": "专线扩容至100M...",
+      "photos": ["photo_001", "photo_002"]
+    },
+    {
+      "manager_name": "韦伦",
+      "manager_id": "uuid-2",
+      "role": "companion",
+      "communication_content": "了解污水处理新项目...（协同韦佶秀）",
+      "customer_demand": "专线扩容至100M...",
+      "photos": ["photo_001", "photo_002"]
+    }
+  ]
+}
+```
+
+**前端周报卡片展示：**
+
+```
+┌─────────────────────────────────────────────┐
+│ 污水处理厂             2026-07-30  上门       │
+│ 09:00-10:30                                │
+│                                             │
+│ ▸ 韦佶秀（主访）                              │
+│   了解污水处理新项目建设进度，客户计划新增...    │
+│   客户需求：专线扩容至100M，新增视频监控...     │
+│   📷 2张                                    │
+│                                             │
+│ ▸ 韦伦（协同）                                │
+│   了解污水处理新项目建设进度...（协同韦佶秀）    │
+│   客户需求：专线扩容至100M...                 │
+│   📷 2张                                    │
+└─────────────────────────────────────────────┘
+```
+
+### 8. 前端：协同记录编辑提示
+
+协同人打开自己的副本编辑时，沟通内容区域上方显示一行提示：
+
+> 💡 此记录为协同韦佶秀拜访「污水处理厂」的副本。你可以补充或修改内容，不会影响主记录。
+
+## 改动清单
+
+| 层 | 文件 | 改动 |
+|----|------|------|
+| DB | migration | `ALTER TABLE visits ADD visit_group_id UUID` |
+| 后端 | `models/visit.py` | 新增 `visit_group_id` 字段 |
+| 后端 | `schemas/visit.py` | `VisitOut` 新增 `visit_group_id` |
+| 后端 | `api/visits.py` POST | 副本改为完整复制 + `(协同XXX)` 后缀 + 互换 companions + 设置 visit_group_id |
+| 后端 | `services/dashboard.py` | `get_dashboard_stats` 的 week_visits 改为 distinct 去重 |
+| 后端 | `services/dashboard.py` | `get_weekly_report` 合并同 visit_group_id 记录 |
+| 后端 | `services/light_board.py` | 亮灯计数去重 |
+| 前端 | 周报 `WeeklyReport.vue` | 拜访卡片支持 participants 展开/折叠 |
+| 前端 | 移动端 `VisitForm.vue` | 协同记录编辑时显示提示条 |
+
+## 兼容性
+
+- 历史数据 `visit_group_id = NULL`，行为与现在完全一致
+- 前端 `participants` 字段回退：单 participant 时展示与现在无差异
diff --git a/frontend/src/components/MobileLayout.vue b/frontend/src/components/MobileLayout.vue
index 944d253..70f91f0 100644
--- a/frontend/src/components/MobileLayout.vue
+++ b/frontend/src/components/MobileLayout.vue
@@ -8,25 +8,15 @@ const router = useRouter()
 const auth = useAuthStore()
 
 const tabs = [
-  {
-    path: '/m',
-    label: '首页',
-    icon: 'home',
-  },
-  {
-    path: '/m/visit/new',
-    label: '拜访',
-    icon: 'visit',
-  },
-  {
-    path: '/m/note/new',
-    label: '纪要',
-    icon: 'note',
-  },
+  { path: '/m', label: '首页', icon: 'home' },
+  { path: '/m/work', label: '工作', icon: 'work' },
+  { path: '/m/visit/new', label: '拜访', icon: 'visit' },
+  { path: '/m/note/new', label: '纪要', icon: 'note' },
 ]
 
 const activeTab = computed(() => {
   if (route.path === '/m') return '/m'
+  if (route.path === '/m/work' || route.path.startsWith('/m/plans') || route.path.startsWith('/m/mini-biz') || route.path.startsWith('/m/key-visits') || route.path.startsWith('/m/leaves') || route.path.startsWith('/m/leave')) return '/m/work'
   if (route.path.includes('/visit')) return '/m/visit/new'
   if (route.path.includes('/note')) return '/m/note/new'
   return route.path
@@ -76,6 +66,11 @@ const activeTab = computed(() => {
             <path d="M3 9l9-7 9 7v11a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2z"></path>
             <polyline points="9 22 9 12 15 12 15 22"></polyline>
           </svg>
+          <!-- Work icon -->
+          <svg v-else-if="tab.icon === 'work'" class="tab-icon" width="22" height="22" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round">
+            <rect x="2" y="7" width="20" height="14" rx="2" ry="2"></rect>
+            <path d="M16 21V5a2 2 0 0 0-2-2h-4a2 2 0 0 0-2 2v16"></path>
+          </svg>
           <!-- Visit icon -->
           <svg v-else-if="tab.icon === 'visit'" class="tab-icon" width="22" height="22" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round">
             <path d="M16 4h2a2 2 0 0 1 2 2v14a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V6a2 2 0 0 1 2-2h2"></path>
diff --git a/frontend/src/views/mobile/DailyNoteForm.vue b/frontend/src/views/mobile/DailyNoteForm.vue
index 6346515..5645d29 100644
--- a/frontend/src/views/mobile/DailyNoteForm.vue
+++ b/frontend/src/views/mobile/DailyNoteForm.vue
@@ -3,13 +3,16 @@ import { ref, onMounted, computed } from 'vue'
 import { useRouter, useRoute } from 'vue-router'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import { todayStr } from '@/utils'
+import { useAuthStore } from '@/stores/auth'
 import api from '@/api/index'
 import EditLogPanel from '@/components/EditLogPanel.vue'
 
 const router = useRouter()
 const route = useRoute()
+const auth = useAuthStore()
 const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
+const allManagers = ref<any[]>([])
 
 const categories = ['行政事务', '合同整理', '发票处理', '内部会议', '培训学习', '其他']
 
@@ -24,6 +27,7 @@ const form = ref({
   category: '其他',
   content: '',
   time_range: '',
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
 function onTimeRangeChange(val: [string, string] | null) {
@@ -36,6 +40,9 @@ function parseTimeRange(str: string): [string, string] | null {
 }
 
 onMounted(async () => {
+  if (auth.isDirector || auth.isLeader) {
+    try { const res = await api.get('/users/', { params: { role: 'manager' } }); allManagers.value = res.data } catch (_) {}
+  }
   if (isEdit.value) {
     try {
       const res = await api.get(`/daily-notes/${route.params.id}`)
@@ -45,6 +52,7 @@ onMounted(async () => {
         category: n.category,
         content: n.content || '',
         time_range: n.time_range || '',
+        manager_id: n.manager_id || auth.userId || '',
       }
       timeRangeValue.value = parseTimeRange(n.time_range)
     } catch (_) {}
@@ -52,6 +60,7 @@ onMounted(async () => {
 })
 
 async function handleSubmit() {
+  if (!form.value.note_date) { ElMessage.warning('请选择日期'); return }
   if (!form.value.content.trim()) { ElMessage.warning('请输入纪要内容'); return }
   submitLoading.value = true
   try {
@@ -100,11 +109,18 @@ async function handleDelete() {
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
         <template #label>
-          <span class="form-label">日期</span>
+          <span class="form-label">日期 <span class="required-star">*</span></span>
         </template>
         <el-date-picker v-model="form.note_date" type="date" style="width:100%" />
       </el-form-item>
 
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+      </el-form-item>
+
       <el-form-item>
         <template #label>
           <span class="form-label">分类</span>
@@ -143,7 +159,7 @@ async function handleDelete() {
 
       <el-form-item>
         <template #label>
-          <span class="form-label">工作内容 <span class="form-label-required">*</span></span>
+          <span class="form-label">工作内容 <span class="required-star">*</span></span>
         </template>
         <el-input v-model="form.content" type="textarea" :rows="5" placeholder="今天做了什么..." />
       </el-form-item>
@@ -273,4 +289,5 @@ async function handleDelete() {
   animation: spin 0.6s linear infinite;
 }
 @keyframes spin { to { transform: rotate(360deg); } }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>
diff --git a/frontend/src/views/mobile/Home.vue b/frontend/src/views/mobile/Home.vue
index f7d4bb8..0fbcd6e 100644
--- a/frontend/src/views/mobile/Home.vue
+++ b/frontend/src/views/mobile/Home.vue
@@ -99,38 +99,6 @@ onMounted(loadToday)
       </button>
     </div>
 
-    <!-- ═══ Secondary Quick Links ═══ -->
-    <div class="quick-links">
-      <button class="link-chip" @click="router.push('/m/work-plan/new')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <rect x="3" y="4" width="18" height="18" rx="2" ry="2"></rect>
-          <line x1="16" y1="2" x2="16" y2="6"></line>
-          <line x1="8" y1="2" x2="8" y2="6"></line>
-          <line x1="3" y1="10" x2="21" y2="10"></line>
-        </svg>
-        工作计划
-      </button>
-      <button class="link-chip" @click="router.push('/m/mini-biz/new')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <line x1="12" y1="1" x2="12" y2="23"></line>
-          <path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6"></path>
-        </svg>
-        商机跟单
-      </button>
-      <button class="link-chip" @click="router.push('/m/key-visit/new')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <polygon points="12 2 15.09 8.26 22 9.27 17 14.14 18.18 21.02 12 17.77 5.82 21.02 7 14.14 2 9.27 8.91 8.26 12 2"></polygon>
-        </svg>
-        要客拜访
-      </button>
-      <button class="link-chip" @click="router.push('/m/leaves')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <path d="M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"></path>
-        </svg>
-        请假
-      </button>
-    </div>
-
     <!-- ═══ Section Divider ═══ -->
     <div class="section-head" v-if="dailyNotes.length || visits.length">
       <span class="section-title">今日记录</span>
diff --git a/frontend/src/views/mobile/KeyVisitForm.vue b/frontend/src/views/mobile/KeyVisitForm.vue
index c09b7e9..71a1fa0 100644
--- a/frontend/src/views/mobile/KeyVisitForm.vue
+++ b/frontend/src/views/mobile/KeyVisitForm.vue
@@ -1,15 +1,20 @@
 <script setup lang="ts">
-import { ref, onMounted } from 'vue'
-import { useRouter } from 'vue-router'
-import { ElMessage } from 'element-plus'
+import { ref, onMounted, computed } from 'vue'
+import { useRouter, useRoute } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
 import { keyVisitsApi } from '@/api/keyVisits'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
 import api from '@/api/index'
 
 const router = useRouter()
+const route = useRoute()
+const auth = useAuthStore()
+const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
 const allUsers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const urgencyLevels = ['一般', '重要', '紧急']
 const urgencyColors: Record<string, string> = {
@@ -25,6 +30,7 @@ const form = ref({
   planned_date: '',
   planned_visitor: '',
   visit_target: '',
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
 function onVisitorsChange(val: string[]) {
@@ -33,8 +39,23 @@ function onVisitorsChange(val: string[]) {
 
 onMounted(async () => {
   await Promise.all([loadCustomers(), loadUsers()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
+  if (isEdit.value) {
+    try {
+      const res = await api.get(`/key-visits/${route.params.id}`)
+      const d = res.data
+      if (d.customer_id && d.customer_name && !customers.value.find((c: any) => c.id === d.customer_id)) {
+        customers.value.unshift({ id: d.customer_id, name: d.customer_name })
+      }
+      form.value = { customer_id: d.customer_id, urgency_level: d.urgency_level, description: d.description || '', progress_status: d.progress_status, planned_date: d.planned_date, planned_visitor: d.planned_visitor, visit_target: d.visit_target, manager_id: d.manager_id }
+    } catch (_) {}
+  }
 })
 
+const customerSearch = ref('')
+
 async function loadCustomers(q?: string) {
   try {
     const params: any = { page_size: 100 }
@@ -44,6 +65,28 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
 async function loadUsers() {
   try {
     const res = await api.get('/users/')
@@ -55,13 +98,27 @@ async function handleSubmit() {
   if (!form.value.customer_id) { ElMessage.warning('请选择客户'); return }
   submitLoading.value = true
   try {
-    await keyVisitsApi.create(form.value)
-    ElMessage.success('要客拜访计划已提交')
-    router.push('/m')
+    if (isEdit.value) {
+      await keyVisitsApi.update(route.params.id as string, form.value)
+      ElMessage.success('已更新')
+    } else {
+      await keyVisitsApi.create(form.value)
+      ElMessage.success('要客拜访计划已提交')
+    }
+    router.push('/m/key-visits')
   } catch (e: any) {
-    ElMessage.error('提交失败')
+    ElMessage.error((isEdit.value ? '更新' : '提交') + '失败')
   } finally { submitLoading.value = false }
 }
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await keyVisitsApi.delete(route.params.id as string)
+    ElMessage.success('已删除')
+    router.push('/m/key-visits')
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
 </script>
 
 <template>
@@ -74,17 +131,31 @@ async function handleSubmit() {
         </svg>
       </button>
       <div class="form-title-group">
-        <h2 class="form-title">添加要客拜访</h2>
+        <h2 class="form-title">{{ isEdit ? '编辑要客拜访' : '添加要客拜访' }}</h2>
         <span class="form-subtitle">KEY VISIT PLAN</span>
       </div>
+      <button v-if="isEdit" class="header-delete-btn" @click="handleDelete">删除</button>
       <div class="form-rule"></div>
     </header>
 
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
-        <template #label><span class="form-label">客户单位</span></template>
-        <el-select v-model="form.customer_id" filterable remote :remote-method="loadCustomers" placeholder="搜索客户" style="width:100%">
+        <template #label><span class="form-label">客户单位 <span class="required-star">*</span></span></template>
+        <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索客户" style="width:100%">
           <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+          <template #empty>
+            <div v-if="customerSearch" class="select-empty-create">
+              <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+              <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">新建客户「{{ customerSearch }}」</button>
+            </div>
+          </template>
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
         </el-select>
       </el-form-item>
 
@@ -118,7 +189,7 @@ async function handleSubmit() {
 
       <el-form-item>
         <template #label><span class="form-label">计划拜访时间</span></template>
-        <el-input v-model="form.planned_date" placeholder="如: 2026-06-25" />
+        <el-date-picker v-model="form.planned_date" type="date" placeholder="选择日期" style="width:100%" />
       </el-form-item>
 
       <el-form-item>
@@ -142,10 +213,12 @@ async function handleSubmit() {
         <el-input v-model="form.visit_target" placeholder="如: 王局长、张处长" />
       </el-form-item>
 
-      <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
-        <span v-if="submitLoading" class="btn-loading"></span>
-        提交计划
-      </button>
+      <div class="form-actions">
+        <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
+          <span v-if="submitLoading" class="btn-loading"></span>
+          {{ isEdit ? '保存修改' : '提交计划' }}
+        </button>
+      </div>
     </el-form>
   </div>
 </template>
@@ -231,4 +304,13 @@ async function handleSubmit() {
   animation: spin 0.6s linear infinite;
 }
 @keyframes spin { to { transform: rotate(360deg); } }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 8px 14px; color: var(--gold-dark); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; letter-spacing: 0.03em; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.form-actions { display: flex; gap: 10px; margin-top: 24px; }
+.delete-btn { padding: 16px 24px; background: var(--surface); color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.delete-btn:hover { background: var(--vermilion); color: #fff; }
+.header-delete-btn { margin-left: auto; margin-top: 4px; padding: 6px 14px; background: none; color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; white-space: nowrap; }
+.header-delete-btn:hover { background: var(--vermilion); color: #fff; }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>
diff --git a/frontend/src/views/mobile/KeyVisitsList.vue b/frontend/src/views/mobile/KeyVisitsList.vue
new file mode 100644
index 0000000..207743f
--- /dev/null
+++ b/frontend/src/views/mobile/KeyVisitsList.vue
@@ -0,0 +1,110 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import { keyVisitsApi } from '@/api/keyVisits'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await keyVisitsApi.list(params)
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+const urgencyColors: Record<string, string> = { '一般': '#5B7FA5', '重要': '#C4934A', '紧急': '#B8472E' }
+
+async function handleDelete(id: string) {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await keyVisitsApi.delete(id)
+    ElMessage.success('已删除')
+    await loadItems()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">要客拜访</h2><span class="form-subtitle">KEY VISITS</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <button class="new-btn" @click="router.push('/m/key-visit/new')">+ 新建要客</button>
+
+        <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂不要客记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/key-visit/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: urgencyColors[item.urgency_level] || '#5B7FA5' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-urgency" :style="{ color: urgencyColors[item.urgency_level] || '#5B7FA5' }">{{ item.urgency_level }}</span>
+            <span class="card-status">{{ item.progress_status }}</span>
+          </div>
+          <div class="card-content">{{ item.description }}</div>
+          <div class="card-footer">
+            <span class="card-customer">{{ item.customer_name }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.new-btn { width: 100%; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 14px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 15px; letter-spacing: 0.06em; cursor: pointer; transition: all 0.25s; margin-bottom: 18px; }
+.new-btn:hover { background: var(--ink-light); }
+.new-btn:active { transform: scale(0.98); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-urgency { font-family: var(--font-heading); font-size: 13px; }
+.card-status { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>
diff --git a/frontend/src/views/mobile/MiniBizList.vue b/frontend/src/views/mobile/MiniBizList.vue
new file mode 100644
index 0000000..d204a08
--- /dev/null
+++ b/frontend/src/views/mobile/MiniBizList.vue
@@ -0,0 +1,111 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import { miniBusinessApi } from '@/api/miniBusiness'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+const statusOrder: Record<string, number> = { '跟进中': 0, '已签约': 1, '已流失': 2 }
+
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await miniBusinessApi.list(params)
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+const statusColors: Record<string, string> = { '跟进中': '#C4934A', '已签约': '#4A6741', '已流失': '#B8472E' }
+
+async function handleDelete(id: string) {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await miniBusinessApi.delete(id)
+    ElMessage.success('已删除')
+    await loadItems()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">商机跟单</h2><span class="form-subtitle">MINI BUSINESS</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <button class="new-btn" @click="router.push('/m/mini-biz/new')">+ 新建商机</button>
+
+        <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无商机记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/mini-biz/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: statusColors[item.status] || '#C4934A' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-status" :style="{ color: statusColors[item.status] || '#C4934A' }">{{ item.status }}</span>
+            <span class="card-amount">{{ item.amount }}</span>
+          </div>
+          <div class="card-content">{{ item.product_type }}</div>
+          <div class="card-footer">
+            <span class="card-customer">{{ item.customer_name }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.new-btn { width: 100%; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 14px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 15px; letter-spacing: 0.06em; cursor: pointer; transition: all 0.25s; margin-bottom: 18px; }
+.new-btn:hover { background: var(--ink-light); }
+.new-btn:active { transform: scale(0.98); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-status { font-family: var(--font-heading); font-size: 13px; }
+.card-amount { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>
diff --git a/frontend/src/views/mobile/MiniBusinessForm.vue b/frontend/src/views/mobile/MiniBusinessForm.vue
index c9292e0..663d78f 100644
--- a/frontend/src/views/mobile/MiniBusinessForm.vue
+++ b/frontend/src/views/mobile/MiniBusinessForm.vue
@@ -1,13 +1,19 @@
 <script setup lang="ts">
-import { ref, onMounted } from 'vue'
-import { useRouter } from 'vue-router'
-import { ElMessage } from 'element-plus'
+import { ref, onMounted, computed } from 'vue'
+import { useRouter, useRoute } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
 import { miniBusinessApi } from '@/api/miniBusiness'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
+import api from '@/api/index'
 
 const router = useRouter()
+const route = useRoute()
+const auth = useAuthStore()
+const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const form = ref({
   customer_id: '',
@@ -16,9 +22,28 @@ const form = ref({
   follow_up_detail: '',
   status: '跟进中',
   expected_revenue_date: '',
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
-onMounted(() => { loadCustomers() })
+onMounted(async () => {
+  loadCustomers()
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
+  if (isEdit.value) {
+    try {
+      const res = await api.get(`/mini-business/${route.params.id}`)
+      const d = res.data
+      if (d.customer_id && d.customer_name && !customers.value.find((c: any) => c.id === d.customer_id)) {
+        customers.value.unshift({ id: d.customer_id, name: d.customer_name })
+      }
+      form.value = { customer_id: d.customer_id, product_type: d.product_type, amount: d.amount, follow_up_detail: d.follow_up_detail || '', status: d.status, expected_revenue_date: d.expected_revenue_date, manager_id: d.manager_id }
+    } catch (_) {}
+    loadLogs()
+  }
+})
+
+const customerSearch = ref('')
 
 async function loadCustomers(q?: string) {
   try {
@@ -29,17 +54,93 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
 async function handleSubmit() {
   if (!form.value.customer_id) { ElMessage.warning('请选择客户'); return }
+  if (form.value.status === '已流失') form.value.expected_revenue_date = ''
   submitLoading.value = true
   try {
-    await miniBusinessApi.create(form.value)
-    ElMessage.success('商机已提交')
-    router.push('/m')
+    if (isEdit.value) {
+      await miniBusinessApi.update(route.params.id as string, form.value)
+      ElMessage.success('已更新')
+    } else {
+      await miniBusinessApi.create(form.value)
+      ElMessage.success('商机已提交')
+    }
+    router.push('/m/mini-biz')
   } catch (e: any) {
-    ElMessage.error('提交失败')
+    ElMessage.error((isEdit.value ? '更新' : '提交') + '失败')
   } finally { submitLoading.value = false }
 }
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await miniBusinessApi.delete(route.params.id as string)
+    ElMessage.success('已删除')
+    router.push('/m/mini-biz')
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+
+// ── Follow-up logs ──
+const logs = ref<any[]>([])
+const logForm = ref({ log_date: '', method: '电话', content: '' })
+const logMethods = ['电话', '微信', '上门', '邮件', '其他']
+const logMethodIcons: Record<string, string> = { '电话': '📞', '微信': '💬', '上门': '🏢', '邮件': '📧', '其他': '📋' }
+const logMethodColors: Record<string, string> = { '电话': '#5B7FA5', '微信': '#22c55e', '上门': '#4A6741', '邮件': '#C4934A', '其他': '#7B7568' }
+const logLoading = ref(false)
+const logSaving = ref(false)
+
+async function loadLogs() {
+  logLoading.value = true
+  try {
+    const res = await miniBusinessApi.getLogs(route.params.id as string)
+    logs.value = res.data || []
+  } catch (_) { logs.value = [] }
+  finally { logLoading.value = false }
+}
+
+async function handleCreateLog() {
+  if (!logForm.value.content.trim()) { ElMessage.warning('请输入跟进内容'); return }
+  logSaving.value = true
+  try {
+    await miniBusinessApi.createLog(route.params.id as string, logForm.value)
+    ElMessage.success('跟进记录已添加')
+    logForm.value = { log_date: new Date().toISOString().slice(0, 10), method: '电话', content: '' }
+    await loadLogs()
+  } catch (e: any) { ElMessage.error('添加失败: ' + (e.response?.data?.detail || e.message)) }
+  finally { logSaving.value = false }
+}
+
+async function handleDeleteLog(logId: string) {
+  try {
+    await ElMessageBox.confirm('确定删除该跟进记录？', '确认', { type: 'warning' })
+    await miniBusinessApi.deleteLog(logId)
+    ElMessage.success('已删除')
+    await loadLogs()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
 </script>
 
 <template>
@@ -52,17 +153,31 @@ async function handleSubmit() {
         </svg>
       </button>
       <div class="form-title-group">
-        <h2 class="form-title">添加商机跟单</h2>
+        <h2 class="form-title">{{ isEdit ? '编辑商机跟单' : '添加商机跟单' }}</h2>
         <span class="form-subtitle">BUSINESS OPPORTUNITY</span>
       </div>
+      <button v-if="isEdit" class="header-delete-btn" @click="handleDelete">删除</button>
       <div class="form-rule"></div>
     </header>
 
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
-        <template #label><span class="form-label">客户单位</span></template>
-        <el-select v-model="form.customer_id" filterable remote :remote-method="loadCustomers" placeholder="搜索客户" style="width:100%">
+        <template #label><span class="form-label">客户单位 <span class="required-star">*</span></span></template>
+        <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索客户" style="width:100%">
           <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+          <template #empty>
+            <div v-if="customerSearch" class="select-empty-create">
+              <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+              <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">新建客户「{{ customerSearch }}」</button>
+            </div>
+          </template>
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
         </el-select>
       </el-form-item>
 
@@ -95,10 +210,43 @@ async function handleSubmit() {
         <el-input v-model="form.expected_revenue_date" placeholder="如: 2026Q3" />
       </el-form-item>
 
-      <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
-        <span v-if="submitLoading" class="btn-loading"></span>
-        提交商机
-      </button>
+      <div class="form-actions">
+        <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
+          <span v-if="submitLoading" class="btn-loading"></span>
+          {{ isEdit ? '保存修改' : '提交商机' }}
+        </button>
+      </div>
+
+      <!-- Follow-up Timeline (edit mode only) -->
+      <div v-if="isEdit" class="log-section">
+        <div class="section-head"><span class="section-title">跟进记录</span><span class="section-line"></span></div>
+        <div v-loading="logLoading" class="log-list">
+          <div v-if="logs.length === 0 && !logLoading" class="log-empty">暂无跟进记录</div>
+          <div v-for="l in logs" :key="l.id" class="log-item">
+            <span class="log-icon">{{ logMethodIcons[l.method] || '📋' }}</span>
+            <div class="log-body">
+              <div class="log-header">
+                <span class="log-date">{{ l.log_date }}</span>
+                <span class="log-chip" :style="{ background: logMethodColors[l.method] || '#7B7568', color: '#fff', padding: '1px 6px', fontSize: '11px' }">{{ l.method }}</span>
+                <span class="log-author">{{ l.created_by_name }}</span>
+              </div>
+              <div class="log-content">{{ l.content }}</div>
+            </div>
+            <button class="log-del" @click="handleDeleteLog(l.id)">✕</button>
+          </div>
+        </div>
+        <!-- Add Log -->
+        <div class="log-add">
+          <div class="log-add-row">
+            <el-date-picker v-model="logForm.log_date" type="date" value-format="YYYY-MM-DD" size="small" style="width:130px" />
+            <div class="log-chips">
+              <button v-for="m in logMethods" :key="m" type="button" class="log-chip-btn" :class="{ 'log-chip-btn--active': logForm.method === m }" :style="logForm.method === m ? { background: logMethodColors[m], borderColor: logMethodColors[m], color: '#fff' } : {}" @click="logForm.method = m">{{ m }}</button>
+            </div>
+          </div>
+          <el-input v-model="logForm.content" type="textarea" :rows="2" placeholder="输入跟进内容..." size="small" style="margin-top:6px" />
+          <button class="log-submit" :disabled="logSaving" @click="handleCreateLog">{{ logSaving ? '添加中...' : '添加跟进' }}</button>
+        </div>
+      </div>
     </el-form>
   </div>
 </template>
@@ -167,4 +315,46 @@ async function handleSubmit() {
   animation: spin 0.6s linear infinite;
 }
 @keyframes spin { to { transform: rotate(360deg); } }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 8px 14px; color: var(--gold-dark); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; letter-spacing: 0.03em; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.form-actions { display: flex; gap: 10px; margin-top: 24px; }
+.submit-btn { flex: 1; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 16px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.submit-btn:hover { background: var(--ink-light); }
+.submit-btn:active { transform: scale(0.98); }
+.submit-btn:disabled { opacity: 0.6; cursor: not-allowed; }
+.delete-btn { padding: 16px 24px; background: var(--surface); color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.delete-btn:hover { background: var(--vermilion); color: #fff; }
+.header-delete-btn { margin-left: auto; margin-top: 4px; padding: 6px 14px; background: none; color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; white-space: nowrap; }
+.header-delete-btn:hover { background: var(--vermilion); color: #fff; }
+.btn-loading { width: 16px; height: 16px; border: 2px solid rgba(255,255,255,0.3); border-top-color: #fff; border-radius: 50%; animation: spin 0.6s linear infinite; }
+@keyframes spin { to { transform: rotate(360deg); } }
+.required-star { color: var(--vermilion); font-weight: 700; }
+
+/* ── Follow-up Log Section ── */
+.log-section { margin-top: 20px; border-top: 1px solid var(--warm-border); padding-top: 16px; }
+.section-head { display: flex; align-items: center; gap: 12px; margin-bottom: 14px; }
+.section-title { font-family: var(--font-heading); font-size: 18px; color: var(--ink); letter-spacing: 0.06em; white-space: nowrap; }
+.section-line { flex: 1; height: 2px; background: var(--gold); }
+.log-list { display: flex; flex-direction: column; gap: 8px; margin-bottom: 14px; max-height: 260px; overflow-y: auto; }
+.log-empty { text-align: center; color: var(--warm-gray); font-size: 13px; padding: 16px 0; }
+.log-item { display: flex; gap: 8px; align-items: flex-start; padding: 10px; background: var(--surface); border: 1px solid var(--warm-border); }
+.log-icon { font-size: 16px; flex-shrink: 0; margin-top: 2px; }
+.log-body { flex: 1; min-width: 0; }
+.log-header { display: flex; align-items: center; gap: 6px; margin-bottom: 3px; }
+.log-date { font-family: var(--font-mono); font-size: 12px; color: var(--ink); }
+.log-author { font-size: 11px; color: var(--warm-gray); margin-left: auto; }
+.log-content { font-size: 13px; color: var(--c-text); line-height: 1.5; }
+.log-del { flex-shrink: 0; background: none; border: none; color: var(--warm-gray); cursor: pointer; font-size: 14px; padding: 2px; }
+.log-del:hover { color: var(--vermilion); }
+.log-chip { border-radius: 2px; white-space: nowrap; }
+.log-add { border-top: 1px solid var(--warm-border); padding-top: 12px; }
+.log-add-row { display: flex; gap: 6px; align-items: center; }
+.log-chips { display: flex; gap: 3px; }
+.log-chip-btn { padding: 4px 8px; border: 1px solid var(--warm-border); background: var(--surface); font-size: 11px; cursor: pointer; transition: all 0.2s; }
+.log-chip-btn:hover { border-color: var(--ink); }
+.log-chip-btn--active { font-weight: 600; }
+.log-submit { width: 100%; margin-top: 8px; padding: 10px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 14px; letter-spacing: 0.06em; cursor: pointer; }
+.log-submit:hover { background: var(--ink-light); }
+.log-submit:disabled { opacity: 0.6; cursor: not-allowed; }
 </style>
diff --git a/frontend/src/views/mobile/NotesList.vue b/frontend/src/views/mobile/NotesList.vue
new file mode 100644
index 0000000..ae99a12
--- /dev/null
+++ b/frontend/src/views/mobile/NotesList.vue
@@ -0,0 +1,98 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import api from '@/api/index'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+onMounted(loadItems)
+
+const catColors: Record<string, string> = {
+  '行政事务': '#1C3738', '合同整理': '#4A6741', '发票处理': '#C4934A',
+  '内部会议': '#B8472E', '培训学习': '#5B7FA5', '其他': '#7B7568',
+}
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/daily-notes/', { params })
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">历史纪要</h2><span class="form-subtitle">NOTE HISTORY</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+        <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div v-loading="loading" class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无纪要记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/note/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: catColors[item.category] || '#7B7568' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-cat" :style="{ color: catColors[item.category] || '#7B7568' }">{{ item.category }}</span>
+            <span class="card-date">{{ item.note_date }}</span>
+          </div>
+          <div class="card-content">{{ item.content || '暂无内容' }}</div>
+          <div class="card-footer">
+            <span v-if="item.time_range" class="card-time">{{ item.time_range }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-cat { font-family: var(--font-heading); font-size: 13px; }
+.card-date { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; }
+.card-time { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>
diff --git a/frontend/src/views/mobile/PlansList.vue b/frontend/src/views/mobile/PlansList.vue
new file mode 100644
index 0000000..503a9fe
--- /dev/null
+++ b/frontend/src/views/mobile/PlansList.vue
@@ -0,0 +1,108 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import api from '@/api/index'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/work-plans/', { params })
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+async function handleDelete(id: string) {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await api.delete(`/work-plans/${id}`)
+    ElMessage.success('已删除')
+    await loadItems()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">工作计划</h2><span class="form-subtitle">WORK PLANS</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <button class="new-btn" @click="router.push('/m/work-plan/new')">+ 新建计划</button>
+
+        <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无工作计划</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/work-plan/${item.id}/edit`)">
+        <div class="card-accent" style="background:#4A6741"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-status" :style="{ color: item.status === '已完成' ? '#4A6741' : item.status === '已取消' ? '#B8472E' : '#C4934A' }">{{ item.status }}</span>
+            <span class="card-date">{{ item.plan_date }}</span>
+          </div>
+          <div class="card-content">{{ item.plan_content }}</div>
+          <div class="card-footer">
+            <span class="card-customer">{{ item.customer_name }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.new-btn { width: 100%; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 14px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 15px; letter-spacing: 0.06em; cursor: pointer; transition: all 0.25s; margin-bottom: 18px; }
+.new-btn:hover { background: var(--ink-light); }
+.new-btn:active { transform: scale(0.98); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-status { font-family: var(--font-heading); font-size: 13px; }
+.card-date { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>
diff --git a/frontend/src/views/mobile/VisitForm.vue b/frontend/src/views/mobile/VisitForm.vue
index 0eac292..a94821b 100644
--- a/frontend/src/views/mobile/VisitForm.vue
+++ b/frontend/src/views/mobile/VisitForm.vue
@@ -30,6 +30,7 @@ const form = ref({
   customer_demand: '',
   companions: [] as string[],
   photos: [] as string[],
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
 const timeRangeValue = ref<any>(null)
@@ -67,6 +68,7 @@ onMounted(async () => {
         customer_demand: v.customer_demand || '',
         companions: (v.companions || []).map(String),
         photos: v.photos || [],
+        manager_id: v.manager_id || auth.userId || '',
       }
       uploadedPhotos.value = v.photos || []
       // Parse time range back into picker
@@ -128,7 +130,8 @@ async function handlePhotoUpload(event: Event) {
     try {
       // Compress before upload to reduce storage & transfer
       const compressed = await compressImage(file, { maxPixels: 1920, quality: 0.8 })
-      const res = await uploadApi.uploadImage(compressed)
+      const res = await uploadApi.getPresignedUrl(compressed.name, compressed.type || 'image/jpeg')
+      await uploadApi.uploadFile(res.data.upload_url, compressed)
       uploadedPhotos.value.push(res.data.object_key)
       form.value.photos = [...uploadedPhotos.value]
     } catch (e: any) {
@@ -223,7 +226,7 @@ async function handleDelete() {
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
         <template #label>
-          <span class="form-label">客户单位</span>
+          <span class="form-label">客户单位 <span class="required-star">*</span></span>
         </template>
         <el-select
           v-model="form.customer_id"
@@ -234,16 +237,26 @@ async function handleDelete() {
           style="width:100%"
         >
           <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+          <template #empty>
+            <div v-if="customerSearch" class="select-empty-create">
+              <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+              <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">
+                <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+                  <line x1="12" y1="5" x2="12" y2="19"></line>
+                  <line x1="5" y1="12" x2="19" y2="12"></line>
+                </svg>
+                新建客户「{{ customerSearch }}」
+              </button>
+            </div>
+          </template>
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
         </el-select>
-        <div v-if="customerSearch && !customers.some(c => c.name === customerSearch)" style="margin-top:8px">
-          <button type="button" class="quick-create-btn" @click="handleQuickCreate">
-            <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-              <line x1="12" y1="5" x2="12" y2="19"></line>
-              <line x1="5" y1="12" x2="19" y2="12"></line>
-            </svg>
-            新建客户「{{ customerSearch }}」
-          </button>
-        </div>
       </el-form-item>
 
       <el-form-item>
@@ -288,7 +301,7 @@ async function handleDelete() {
 
       <el-form-item>
         <template #label>
-          <span class="form-label">相关人员 <span class="form-label-hint">可输入外部人员</span></span>
+          <span class="form-label">相关人员 <span class="form-label-hint">同访人周报中也会显示此记录</span></span>
         </template>
         <el-select v-model="form.companions" multiple filterable allow-create default-first-option placeholder="选择或输入姓名（可多选）" style="width:100%">
           <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" :disabled="m.id === auth.userId" />
@@ -493,6 +506,7 @@ async function handleDelete() {
   color: var(--vermilion);
   background: rgba(184,71,46,0.03);
 }
+.select-empty-create { padding: 8px 12px; text-align: center; }
 
 /* ═══ Photo Area ═══ */
 .photo-area {
@@ -645,4 +659,5 @@ async function handleDelete() {
 .method--电话.method-chip--active { background: #5B7FA5; border-color: #5B7FA5; color: #fff; }
 .method--微信.method-chip--active { background: #22c55e; border-color: #22c55e; color: #fff; }
 .method--出差.method-chip--active { background: #C4934A; border-color: #C4934A; color: #fff; }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>
diff --git a/frontend/src/views/mobile/VisitsList.vue b/frontend/src/views/mobile/VisitsList.vue
new file mode 100644
index 0000000..ca69042
--- /dev/null
+++ b/frontend/src/views/mobile/VisitsList.vue
@@ -0,0 +1,96 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import api from '@/api/index'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/visits/', { params })
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+
+const methodColors: Record<string, string> = { '上门': '#4A6741', '电话': '#5B7FA5', '微信': '#22c55e', '出差': '#C4934A' }
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">历史拜访</h2><span class="form-subtitle">VISIT HISTORY</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div v-loading="loading" class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无拜访记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/visit/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: methodColors[item.visit_method] || '#7B7568' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-method" :style="{ color: methodColors[item.visit_method] || '#7B7568' }">{{ item.visit_method }}</span>
+            <span class="card-date">{{ item.visit_date }}</span>
+          </div>
+          <div class="card-content">{{ item.communication_content || '暂无沟通内容' }}</div>
+          <div class="card-footer">
+            <span class="card-customer">{{ item.customer_name }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-method { font-family: var(--font-heading); font-size: 13px; }
+.card-date { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>
diff --git a/frontend/src/views/mobile/WorkCenter.vue b/frontend/src/views/mobile/WorkCenter.vue
new file mode 100644
index 0000000..0806e8c
--- /dev/null
+++ b/frontend/src/views/mobile/WorkCenter.vue
@@ -0,0 +1,84 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import api from '@/api/index'
+
+const router = useRouter()
+const counts = ref({ visits: 0, notes: 0, plans: 0, miniBiz: 0, keyVisits: 0, leaves: 0 })
+
+onMounted(async () => {
+  try {
+    const [visits, notes, plans, mini, key, leaves] = await Promise.all([
+      api.get('/visits/', { params: { page_size: 1 } }),
+      api.get('/daily-notes/', { params: { page_size: 1 } }),
+      api.get('/work-plans/'),
+      api.get('/mini-business/'),
+      api.get('/key-visits/'),
+      api.get('/leaves/', { params: { page_size: 1 } }),
+    ])
+    counts.value.visits = Array.isArray(visits.data) ? visits.data.length : (visits.data.total || (visits.data.items || []).length)
+    counts.value.notes = Array.isArray(notes.data) ? notes.data.length : (notes.data.total || (notes.data.items || []).length)
+    counts.value.plans = Array.isArray(plans.data) ? plans.data.length : (plans.data.items || []).length
+    counts.value.miniBiz = Array.isArray(mini.data) ? mini.data.length : (mini.data.items || []).length
+    counts.value.keyVisits = Array.isArray(key.data) ? key.data.length : (key.data.items || []).length
+    counts.value.leaves = leaves.data.total || 0
+  } catch (_) {}
+})
+
+const modules = [
+  { path: '/m/plans', label: '工作计划', icon: '📅', count: () => counts.value.plans, color: '#4A6741' },
+  { path: '/m/mini-biz', label: '商机跟单', icon: '💰', count: () => counts.value.miniBiz, color: '#C4934A' },
+  { path: '/m/key-visits', label: '要客拜访', icon: '⭐', count: () => counts.value.keyVisits, color: '#5B7FA5' },
+  { path: '/m/leaves', label: '请假管理', icon: '📋', count: () => counts.value.leaves, color: '#9CA3AF' },
+  { path: '/m/visits', label: '历史拜访', icon: '🕐', count: () => counts.value.visits, color: '#4A6741' },
+  { path: '/m/notes', label: '历史纪要', icon: '📝', count: () => counts.value.notes, color: '#1C3738' },
+]
+</script>
+
+<template>
+  <div class="work-center">
+    <header class="form-editorial-header">
+      <div class="form-title-group">
+        <h2 class="form-title">工作中心</h2>
+        <span class="form-subtitle">WORK CENTER</span>
+      </div>
+      <div class="form-rule"></div>
+    </header>
+
+    <div class="module-grid">
+      <div
+        v-for="m in modules" :key="m.path"
+        class="module-card"
+        :style="{ borderTop: '3px solid ' + m.color }"
+        @click="router.push(m.path)"
+      >
+        <span class="module-icon">{{ m.icon }}</span>
+        <span class="module-label">{{ m.label }}</span>
+        <span class="module-count" :style="{ color: m.color }">{{ m.count() }} 条</span>
+      </div>
+    </div>
+  </div>
+</template>
+
+<style scoped>
+.work-center { padding-bottom: 24px; }
+
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 22px; flex-wrap: wrap; }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+
+.module-grid { display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 10px; }
+.module-card {
+  background: var(--surface); border: 1px solid var(--warm-border);
+  padding: 20px 16px; display: flex; flex-direction: column; align-items: center; gap: 6px;
+  cursor: pointer; transition: transform 0.2s, box-shadow 0.2s;
+}
+.module-card:active { transform: scale(0.97); }
+.module-card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.module-icon { font-size: 28px; }
+.module-label { font-family: var(--font-heading); font-size: 15px; color: var(--ink); letter-spacing: 0.04em; }
+.module-count { font-family: var(--font-mono); font-size: 12px; }
+</style>
diff --git a/frontend/src/views/mobile/WorkPlanForm.vue b/frontend/src/views/mobile/WorkPlanForm.vue
index af6f4cf..6b27595 100644
--- a/frontend/src/views/mobile/WorkPlanForm.vue
+++ b/frontend/src/views/mobile/WorkPlanForm.vue
@@ -1,23 +1,47 @@
 <script setup lang="ts">
-import { ref, onMounted } from 'vue'
-import { useRouter } from 'vue-router'
-import { ElMessage } from 'element-plus'
+import { ref, onMounted, computed } from 'vue'
+import { useRouter, useRoute } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
 import { todayStr } from '@/utils'
 import { workPlansApi } from '@/api/workPlans'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
+import api from '@/api/index'
 
 const router = useRouter()
+const route = useRoute()
+const auth = useAuthStore()
+const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const form = ref({
   customer_id: '',
   plan_content: '',
   plan_date: todayStr(),
   status: '计划中',
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
-onMounted(() => { loadCustomers() })
+onMounted(async () => {
+  loadCustomers()
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
+  if (isEdit.value) {
+    try {
+      const res = await api.get(`/work-plans/${route.params.id}`)
+      const d = res.data
+      if (d.customer_id && d.customer_name && !customers.value.find((c: any) => c.id === d.customer_id)) {
+        customers.value.unshift({ id: d.customer_id, name: d.customer_name })
+      }
+      form.value = { customer_id: d.customer_id, plan_content: d.plan_content || '', plan_date: d.plan_date, status: d.status, manager_id: d.manager_id }
+    } catch (_) {}
+  }
+})
+
+const customerSearch = ref('')
 
 async function loadCustomers(q?: string) {
   try {
@@ -28,17 +52,54 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
 async function handleSubmit() {
-  if (!form.value.customer_id) { ElMessage.warning('请选择客户'); return }
+  if (!form.value.customer_id) { ElMessage.warning('请选择客户单位'); return }
+  if (!form.value.plan_date) { ElMessage.warning('请选择计划拜访时间'); return }
   submitLoading.value = true
   try {
-    await workPlansApi.create(form.value)
-    ElMessage.success('计划已提交')
-    router.push('/m')
+    if (isEdit.value) {
+      await api.put(`/work-plans/${route.params.id}`, form.value)
+      ElMessage.success('已更新')
+    } else {
+      await workPlansApi.create(form.value)
+      ElMessage.success('计划已提交')
+    }
+    router.push('/m/plans')
   } catch (e: any) {
-    ElMessage.error('提交失败')
+    ElMessage.error((isEdit.value ? '更新' : '提交') + '失败')
   } finally { submitLoading.value = false }
 }
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await api.delete(`/work-plans/${route.params.id}`)
+    ElMessage.success('已删除')
+    router.push('/m/plans')
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
 </script>
 
 <template>
@@ -51,17 +112,31 @@ async function handleSubmit() {
         </svg>
       </button>
       <div class="form-title-group">
-        <h2 class="form-title">添加工作计划</h2>
+        <h2 class="form-title">{{ isEdit ? '编辑工作计划' : '添加工作计划' }}</h2>
         <span class="form-subtitle">WORK PLAN</span>
       </div>
+      <button v-if="isEdit" class="header-delete-btn" @click="handleDelete">删除</button>
       <div class="form-rule"></div>
     </header>
 
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
-        <template #label><span class="form-label">客户单位</span></template>
-        <el-select v-model="form.customer_id" filterable remote :remote-method="loadCustomers" placeholder="搜索客户" style="width:100%">
+        <template #label><span class="form-label">客户单位 <span class="required-star">*</span></span></template>
+        <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索客户" style="width:100%">
           <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+          <template #empty>
+            <div v-if="customerSearch" class="select-empty-create">
+              <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+              <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">新建客户「{{ customerSearch }}」</button>
+            </div>
+          </template>
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
         </el-select>
       </el-form-item>
 
@@ -71,14 +146,16 @@ async function handleSubmit() {
       </el-form-item>
 
       <el-form-item>
-        <template #label><span class="form-label">计划拜访时间</span></template>
+        <template #label><span class="form-label">计划拜访时间 <span class="required-star">*</span></span></template>
         <el-date-picker v-model="form.plan_date" type="date" style="width:100%" />
       </el-form-item>
 
-      <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
-        <span v-if="submitLoading" class="btn-loading"></span>
-        提交计划
-      </button>
+      <div class="form-actions">
+        <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
+          <span v-if="submitLoading" class="btn-loading"></span>
+          {{ isEdit ? '保存修改' : '提交计划' }}
+        </button>
+      </div>
     </el-form>
   </div>
 </template>
@@ -147,4 +224,19 @@ async function handleSubmit() {
   animation: spin 0.6s linear infinite;
 }
 @keyframes spin { to { transform: rotate(360deg); } }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 8px 14px; color: var(--gold-dark); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; letter-spacing: 0.03em; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.form-actions { display: flex; gap: 10px; margin-top: 24px; }
+.submit-btn { flex: 1; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 16px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.submit-btn:hover { background: var(--ink-light); }
+.submit-btn:active { transform: scale(0.98); }
+.submit-btn:disabled { opacity: 0.6; cursor: not-allowed; }
+.delete-btn { padding: 16px 24px; background: var(--surface); color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.delete-btn:hover { background: var(--vermilion); color: #fff; }
+.header-delete-btn { margin-left: auto; margin-top: 4px; padding: 6px 14px; background: none; color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; white-space: nowrap; }
+.header-delete-btn:hover { background: var(--vermilion); color: #fff; }
+.btn-loading { width: 16px; height: 16px; border: 2px solid rgba(255,255,255,0.3); border-top-color: #fff; border-radius: 50%; animation: spin 0.6s linear infinite; }
+@keyframes spin { to { transform: rotate(360deg); } }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>