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 datetime import date, datetime
-from sqlalchemy import String, Text, DateTime, func, ForeignKey
+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()
 

frontend/src/views/desktop/UserManage.vue

@@ -1,6 +1,6 @@
 <script setup lang="ts">
 import { ref, onMounted } from 'vue'
-import { ElMessage, ElMessageBox } from 'element-plus'
+import { ElMessage } from 'element-plus'
 import api from '@/api/index'
 
 const loading = ref(false)
@@ -10,6 +10,7 @@ const editUser = ref<any>(null)
 const editRole = ref('')
 const editDepartment = ref('')
 const editWecomId = ref('')
+const editRequireReport = ref(true)
 
 const roleOptions = [
   { label: '客户经理', value: 'manager' },
@@ -40,13 +41,15 @@ function openEdit(user: any) {
   editRole.value = user.role
   editDepartment.value = user.department || ''
   editWecomId.value = user.wecom_userid || ''
+  editRequireReport.value = user.require_report !== false  // default true
   editDialogVisible.value = true
 }
 
 async function handleSave() {
   if (!editUser.value) return
   try {
-    await api.put(`/users/${editUser.value.id}/role`, { role: editRole.value, department: editDepartment.value })
+    const payload: any = { role: editRole.value, department: editDepartment.value, require_report: editRequireReport.value }
+    await api.put(`/users/${editUser.value.id}/role`, payload)
     const newWecomId = editWecomId.value.trim()
     if (newWecomId !== (editUser.value.wecom_userid || '')) {
       await api.put(`/users/${editUser.value.id}/wecom`, { wecom_userid: newWecomId || null })
@@ -56,16 +59,6 @@ async function handleSave() {
     await loadUsers()
   } catch (e: any) { ElMessage.error('更新失败: ' + (e.response?.data?.detail || e.message)) }
 }
-
-async function handleUnbind(row: any) {
-  if (!row.wecom_userid) return
-  try {
-    await ElMessageBox.confirm(`确定解除「${row.name}」的企微绑定？`, '确认解绑', { type: 'warning' })
-    await api.put(`/users/${row.id}/wecom`, { wecom_userid: null })
-    ElMessage.success('已解绑')
-    await loadUsers()
-  } catch (e: any) { if (e !== 'cancel') ElMessage.error('操作失败') }
-}
 </script>
 
 <template>
@@ -83,16 +76,20 @@ async function handleUnbind(row: any) {
             <el-tag :type="roleTagType[row.role]">{{ roleLabel[row.role] || row.role }}</el-tag>
           </template>
         </el-table-column>
-        <el-table-column prop="wecom_userid" label="企微 UserID" min-width="140">
+        <el-table-column label="填报" width="70">
           <template #default="{ row }">
-            <template v-if="row.wecom_userid">
+            <span :class="row.require_report !== false ? 'tag-yes' : 'tag-no'">
-              <span class="wecom-id">{{ row.wecom_userid }}</span>
+              {{ row.require_report !== false ? '✓ 是' : '— 否' }}
-              <el-button text size="small" type="danger" @click="handleUnbind(row)" style="margin-left:6px">解绑</el-button>
+            </span>
-            </template>
-            <span v-else style="color:var(--c-text-muted)">未绑定</span>
           </template>
         </el-table-column>
-        <el-table-column label="操作" width="100" fixed="right">
+        <el-table-column prop="wecom_userid" label="企微 UserID" min-width="140">
+          <template #default="{ row }">
+            <span v-if="row.wecom_userid" class="wecom-id">{{ row.wecom_userid }}</span>
+            <span v-else style="color:var(--c-text-muted);font-size:12px">未绑定</span>
+          </template>
+        </el-table-column>
+        <el-table-column label="操作" width="80" fixed="right">
           <template #default="{ row }">
             <el-button text size="small" type="primary" @click="openEdit(row)">编辑</el-button>
           </template>
@@ -109,10 +106,14 @@ async function handleUnbind(row: any) {
               <el-option v-for="opt in roleOptions" :key="opt.value" :label="opt.label" :value="opt.value" />
             </el-select>
           </el-form-item>
-          <el-form-item label="部门（可选）"><el-input v-model="editDepartment" placeholder="如：XX支局" /></el-form-item>
+          <el-form-item label="部门"><el-input v-model="editDepartment" placeholder="如：XX支局" /></el-form-item>
           <el-form-item label="企业微信 UserID">
             <el-input v-model="editWecomId" placeholder="从企微后台通讯录获取，留空则解绑" clearable />
-            <div class="form-hint">在企微后台 → 通讯录 → 成员详情 → 账号 中查看</div>
+            <div class="form-hint">企微后台 → 通讯录 → 成员详情 → 账号</div>
+          </el-form-item>
+          <el-form-item label="需要填写周报">
+            <el-switch v-model="editRequireReport" active-text="是" inactive-text="否" />
+            <div class="form-hint">关闭后该用户不计入填报统计，不接收催办提醒</div>
           </el-form-item>
         </el-form>
       </template>
@@ -135,4 +136,6 @@ async function handleUnbind(row: any) {
 .page-rule { width: 32px; height: 3px; background: var(--gold); margin-top: 12px; }
 .wecom-id { font-family: 'JetBrains Mono', monospace; font-size: 12px; color: var(--sage); background: var(--c-bg-light, #f0ede5); padding: 2px 8px; border-radius: 4px; }
 .form-hint { font-size: 12px; color: var(--c-text-muted); margin-top: 4px; }
+.tag-yes { font-size: 12px; color: var(--sage); }
+.tag-no { font-size: 12px; color: var(--c-text-muted); }
 </style>