feat: 历史周报+图片预览+照片管理+导入优化+用户合并

新增:
- 历史周报: Dashboard/周报详情支持周选择器翻看往周，归档只读
- 图片预览: 全屏大图(移动端+PC端)，点击遮罩关闭
- PC端照片管理: 编辑时可上传/删除照片
- 客户导入改为更新模式: 重名自动更新信息，显示操作明细
- 导入跳过原因: 旧周报导入也显示每条跳过原因

优化:
- 填报进度权限: 经理只看到自己，支局长/领导看全员
- 客户经理暖灰色hash标签列
- 用户去重合并(4组)，数据完整迁移
- CLAUDE.md 更新到最新状态

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

backend/app/api/customers.py

@@ -194,11 +194,11 @@ async def import_customers(
         raise HTTPException(status_code=400, detail=f"Excel 解析失败: {str(e)}")
 
     ws = wb.active
-    created, skipped = 0, 0
-    errors = []
+    created, updated, skipped = 0, 0, 0
+    reasons = []
 
-    # Build user name → id lookup
-    user_rows = await db.execute(select(User.name, User.id).where(User.role == "manager"))
+    # Build user name → id lookup (all users, not just managers)
+    user_rows = await db.execute(select(User.name, User.id))
     user_map = {name: uid for name, uid in user_rows.all()}
     default_user_id = uuid_mod.UUID(current_user["user_id"])
 
@@ -220,37 +220,45 @@ async def import_customers(
         contact_phone = str(row[9]).strip() if len(row) > 9 and row[9] else ""
         contact_role = str(row[10]).strip() if len(row) > 10 and row[10] else ""
 
-        existing = await db.execute(select(Customer).where(Customer.name == name))
-        if existing.scalar_one_or_none():
-            skipped += 1
-            continue
-
-        # Resolve manager: by name from template, or fallback to current user
         assignee_id = user_map.get(mgr_name, default_user_id)
 
+        existing_result = await db.execute(select(Customer).where(Customer.name == name))
+        existing = existing_result.scalar_one_or_none()
+
         try:
-            customer = Customer(
-                name=name, industry=industry, address=address,
-                in_use_services=services, monthly_fee=fee,
-                remarks=remarks,
-                created_by=default_user_id,
-            )
-            db.add(customer)
-            await db.flush()
-
-            if contact_name:
-                db.add(CustomerContact(customer_id=customer.id, name=contact_name, phone=contact_phone, role_desc=contact_role))
-
-            db.add(CustomerAssignment(
-                customer_id=customer.id, manager_id=assignee_id,
-                role="primary", assigned_by=default_user_id,
-            ))
-            created += 1
+            if existing:
+                # Update existing customer
+                existing.industry = industry or existing.industry
+                existing.address = address or existing.address
+                existing.in_use_services = services or existing.in_use_services
+                existing.monthly_fee = fee or existing.monthly_fee
+                existing.remarks = remarks or existing.remarks
+                # Update or create primary assignment if manager changed
+                if mgr_name:
+                    assign_rows = await db.execute(
+                        select(CustomerAssignment).where(CustomerAssignment.customer_id == existing.id, CustomerAssignment.role == "primary")
+                    )
+                    first_assign = assign_rows.first()
+                    if first_assign:
+                        first_assign[0].manager_id = assignee_id
+                    else:
+                        db.add(CustomerAssignment(customer_id=existing.id, manager_id=assignee_id, role="primary", assigned_by=default_user_id))
+                updated += 1
+                reasons.append(f"更新「{name}」的信息")
+            else:
+                customer = Customer(name=name, industry=industry, address=address, in_use_services=services, monthly_fee=fee, remarks=remarks, created_by=default_user_id)
+                db.add(customer)
+                await db.flush()
+                if contact_name:
+                    db.add(CustomerContact(customer_id=customer.id, name=contact_name, phone=contact_phone, role_desc=contact_role))
+                db.add(CustomerAssignment(customer_id=customer.id, manager_id=assignee_id, role="primary", assigned_by=default_user_id))
+                created += 1
+                reasons.append(f"新建「{name}」")
         except Exception as e:
-            errors.append(f"第{row_idx}行: {str(e)}")
+            errors.append(f"第{row_idx}行({name}): {str(e)}")
 
     await db.commit()
-    return {"created": created, "skipped": skipped, "errors": errors}
+    return {"created": created, "updated": updated, "skipped": skipped, "reasons": reasons, "errors": errors}
 
 
 @router.get("/check-duplicate/{name}")

backend/app/api/dashboard.py

@@ -1,4 +1,5 @@
 import uuid
+from datetime import date
 from typing import Optional
 from fastapi import APIRouter, Depends, Query
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -11,35 +12,42 @@ router = APIRouter(prefix="/dashboard", tags=["Dashboard"])
 
 @router.get("/stats")
 async def dashboard_stats(
+    reference_date: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
-    """Get dashboard card statistics for the current week."""
-    stats = await get_dashboard_stats(db)
+    """Get dashboard card statistics. Pass reference_date (YYYY-MM-DD) for historical weeks."""
+    ref = date.fromisoformat(reference_date) if reference_date else None
+    stats = await get_dashboard_stats(db, ref)
     return stats
 
 
 @router.get("/progress")
 async def reporting_progress(
+    reference_date: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
-    """Get per-manager reporting progress."""
-    return await get_reporting_progress(db)
+    """Get per-manager reporting progress. Managers only see themselves."""
+    ref = date.fromisoformat(reference_date) if reference_date else None
+    return await get_reporting_progress(db, ref, current_user["user_id"], current_user["role"])
 
 
 @router.get("/weekly-report")
 async def weekly_report(
     manager_id: Optional[str] = Query(None),
     customer_id: Optional[str] = Query(None),
+    reference_date: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
-    """Get full weekly report data (four modules)."""
+    """Get full weekly report data. Pass reference_date for historical weeks."""
+    ref = date.fromisoformat(reference_date) if reference_date else None
     return await get_weekly_report(
         db=db,
         user_id=uuid.UUID(current_user["user_id"]),
         role=current_user["role"],
         filter_manager_id=uuid.UUID(manager_id) if manager_id else None,
         filter_customer_id=uuid.UUID(customer_id) if customer_id else None,
+        reference_date=ref,
     )

backend/app/api/export.py

@@ -1,4 +1,6 @@
-from fastapi import APIRouter, Depends
+from typing import Optional
+from datetime import date
+from fastapi import APIRouter, Depends, Query
 from fastapi.responses import StreamingResponse
 from sqlalchemy.ext.asyncio import AsyncSession
 from app.database import get_db
@@ -10,11 +12,13 @@ router = APIRouter(prefix="/export", tags=["Export"])
 
 @router.get("/weekly-report")
 async def download_weekly_report(
+    reference_date: Optional[str] = Query(None),
     current_user: dict = Depends(require_director_or_leader),
     db: AsyncSession = Depends(get_db),
 ):
-    """Export this week's report as a 4-sheet .xlsx file."""
-    excel_bytes = await export_weekly_report(db)
+    """Export week report as 4-sheet .xlsx. Pass reference_date for historical weeks."""
+    ref = date.fromisoformat(reference_date) if reference_date else None
+    excel_bytes = await export_weekly_report(db, ref)
     return StreamingResponse(
         excel_bytes,
         media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",

backend/app/services/dashboard.py

@@ -20,9 +20,9 @@ def get_week_range(reference_date: date | None = None):
     return monday, sunday
 
 
-async def get_dashboard_stats(db: AsyncSession) -> dict:
-    """Get dashboard statistics for the current week."""
-    monday, sunday = get_week_range()
+async def get_dashboard_stats(db: AsyncSession, reference_date: date | None = None) -> dict:
+    """Get dashboard statistics for a given week (defaults to current)."""
+    monday, sunday = get_week_range(reference_date)
     today = date.today()
 
     visits_count = (await db.execute(
@@ -51,13 +51,14 @@ async def get_dashboard_stats(db: AsyncSession) -> dict:
     }
 
 
-async def get_reporting_progress(db: AsyncSession) -> list[dict]:
-    """Get per-manager reporting progress for the current week."""
-    monday, sunday = get_week_range()
+async def get_reporting_progress(db: AsyncSession, reference_date: date | None = None, user_id: str = "", role: str = "") -> list[dict]:
+    """Get per-manager reporting progress. Managers only see themselves."""
+    monday, sunday = get_week_range(reference_date)
 
-    # Get all managers
     managers_result = await db.execute(select(User).where(User.role == "manager"))
-    managers = managers_result.scalars().all()
+    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]
 
     # Get visit counts per manager this week
     visits_result = await db.execute(
@@ -102,9 +103,10 @@ async def get_weekly_report(
     db: AsyncSession, user_id: UUID, role: str,
     filter_manager_id: UUID | None = None,
     filter_customer_id: UUID | None = None,
+    reference_date: date | None = None,
 ) -> dict:
     """Get full weekly report data organized by module."""
-    monday, sunday = get_week_range()
+    monday, sunday = get_week_range(reference_date)
 
     # Base filters respecting role visibility
     customer_map = {}

backend/app/services/excel_import.py

@@ -15,7 +15,7 @@ from app.models.user import User
 async def import_from_excel(db: AsyncSession, file_bytes: bytes, manager_id: uuid.UUID) -> dict:
     """Parse old weekly report Excel and import data. Returns summary stats."""
     wb = openpyxl.load_workbook(io.BytesIO(file_bytes), data_only=True)
-    stats = {"visits": 0, "work_plans": 0, "mini_business": 0, "key_visits": 0, "skipped": 0}
+    stats = {"visits": 0, "work_plans": 0, "mini_business": 0, "key_visits": 0, "skipped": 0, "skip_reasons": []}
 
     # Resolve customer name -> id cache
     customers_result = await db.execute(select(Customer.id, Customer.name))
@@ -38,6 +38,7 @@ async def import_from_excel(db: AsyncSession, file_bytes: bytes, manager_id: uui
                 customer_id = customer_map.get(cust_name)
                 if not customer_id:
                     stats["skipped"] += 1
+                    stats["skip_reasons"].append(f"客户「{cust_name}」不存在，跳过")
                     continue
 
                 try:
@@ -54,6 +55,7 @@ async def import_from_excel(db: AsyncSession, file_bytes: bytes, manager_id: uui
                 )
                 if existing.scalar_one_or_none():
                     stats["skipped"] += 1
+                    stats["skip_reasons"].append(f"重复：{cust_name} {visit_date} 已存在")
                     continue
 
                 visit = Visit(