feat: 三项改进 — require_report + 拜访联动 + 解绑移到弹窗

1. 用户管理页 UX 优化:
   - 表格内「解绑」按钮移入编辑弹窗(clearable 输入框)
   - 新增「需要填写周报」el-switch 开关
   - 新增「填报」列显示是否计入统计

2. require_report 字段 (DB + API + 联动):
   - users 表新增 require_report BOOLEAN DEFAULT TRUE
   - 调度器/仪表盘进度/立即检查 均排除 require_report=false
   - UserOut schema + UpdateUserRoleRequest 同步更新

3. 拜访联动客户 last_visit:
   - customers 表新增 last_visit_date / last_visit_manager_id
   - 创建拜访记录时自动更新对应客户的最后拜访信息
   - 亮灯表可据此精确判断客户拜访状态

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

backend/app/api/users.py

@@ -15,6 +15,7 @@ router = APIRouter(prefix="/users", tags=["Users"])
 class UpdateUserRoleRequest(BaseModel):
     role: str  # manager / director / leader
     department: str = ""
+    require_report: bool = True
 
 
 @router.get("/", response_model=list[UserOut])
@@ -71,6 +72,7 @@ async def update_user_role(
     user.role = data.role
     if data.department:
         user.department = data.department
+    user.require_report = data.require_report
     await db.commit()
     await db.refresh(user)
 
@@ -79,6 +81,7 @@ async def update_user_role(
         "name": user.name,
         "role": user.role,
         "department": user.department,
+        "require_report": user.require_report,
     }
 
 

backend/app/api/visits.py

@@ -143,6 +143,14 @@ async def create_visit(
     init_entry(visit, current_user["name"])
     db.add(visit)
 
+    # Update customer's last visit tracking
+    cust_result = await db.execute(select(Customer).where(Customer.id == data.customer_id))
+    customer = cust_result.scalar_one_or_none()
+    if customer:
+        customer.last_visit_date = parse_date(data.visit_date)
+        customer.last_visit_manager_id = uuid.UUID(current_user["user_id"])
+        db.add(customer)
+
     # Create draft copies for companions
     for companion_id in data.companions:
         if companion_id != uuid.UUID(current_user["user_id"]):

backend/app/main.py

@@ -38,6 +38,16 @@ async def lifespan(app: FastAPI):
             await conn.run_sync(lambda c, t=tbl: c.exec_driver_sql(
                 f"ALTER TABLE {t} ADD COLUMN IF NOT EXISTS edit_log JSONB DEFAULT '[]'"
             ))
+        # New columns for v0.3
+        await conn.run_sync(lambda c: c.exec_driver_sql(
+            "ALTER TABLE users ADD COLUMN IF NOT EXISTS require_report BOOLEAN DEFAULT TRUE"
+        ))
+        await conn.run_sync(lambda c: c.exec_driver_sql(
+            "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_date DATE"
+        ))
+        await conn.run_sync(lambda c: c.exec_driver_sql(
+            "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_manager_id UUID"
+        ))
 
     # Start daily reporting scheduler (17:30 CST = 09:30 UTC)
     _scheduler.add_job(_scheduled_check, "cron", hour=17, minute=30, id="daily_check")

backend/app/models/customer.py

@@ -1,6 +1,6 @@
 import uuid
-from datetime import datetime
-from sqlalchemy import String, Text, DateTime, func, ForeignKey
+from datetime import date, datetime
+from sqlalchemy import String, Text, Date, DateTime, Boolean, func, ForeignKey
 from sqlalchemy.orm import Mapped, mapped_column, relationship
 from sqlalchemy.dialects.postgresql import UUID
 from app.database import Base
@@ -19,6 +19,8 @@ class Customer(Base):
     created_by: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("users.id"))
     created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())
     updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now())
+    last_visit_date: Mapped[date | None] = mapped_column(Date, nullable=True)
+    last_visit_manager_id: Mapped[uuid.UUID | None] = mapped_column(UUID(as_uuid=True), ForeignKey("users.id"), nullable=True)
 
     contacts: Mapped[list["CustomerContact"]] = relationship("CustomerContact", back_populates="customer", cascade="all, delete-orphan")
     assignments: Mapped[list["CustomerAssignment"]] = relationship("CustomerAssignment", back_populates="customer", cascade="all, delete-orphan")

backend/app/models/user.py

@@ -15,4 +15,5 @@ class User(Base):
     role: Mapped[str] = mapped_column(String(30))  # manager / director / leader
     department: Mapped[str] = mapped_column(String(100), default="")
     wecom_userid: Mapped[str | None] = mapped_column(String(100), unique=True, nullable=True)
+    require_report: Mapped[bool] = mapped_column(default=True, server_default="true")
     created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())

backend/app/schemas/customer.py

@@ -19,6 +19,7 @@ class UserOut(BaseModel):
     role: str
     department: str
     wecom_userid: Optional[str] = None
+    require_report: bool = True
 
     model_config = {"from_attributes": True}
 

backend/app/services/dashboard.py

@@ -55,7 +55,7 @@ async def get_reporting_progress(db: AsyncSession, reference_date: date | None =
     """Get per-manager reporting progress. Managers only see themselves."""
     monday, sunday = get_week_range(reference_date)
 
-    managers_result = await db.execute(select(User).where(User.role == "manager"))
+    managers_result = await db.execute(select(User).where(User.role == "manager", User.require_report == True))
     all_managers = managers_result.scalars().all()
     # Filter: managers only see themselves
     managers = all_managers if role in ("director", "leader") else [m for m in all_managers if str(m.id) == user_id]

backend/app/services/scheduler.py

@@ -15,9 +15,9 @@ async def check_daily_reporting(db: AsyncSession) -> dict:
     if weekday >= 5:  # Skip weekends
         return {"status": "weekend", "date": str(today)}
 
-    # Get all managers (stats include everyone)
+    # Get all managers who need to report
     result = await db.execute(
-        select(User).where(User.role == "manager")
+        select(User).where(User.role == "manager", User.require_report == True)
     )
     managers = result.scalars().all()