feat: 三项联动 — 计划过期提醒 + 拜访自动关闭 + 批量制定

1. 计划过期自动提醒:
   - scheduler.py 新增 check_overdue_plans()
   - 每日 9:00 检查过期计划(plan_date < today, status=计划中)
   - 按经理汇总 → 企微推送提醒消息

2. 拜访后自动关闭计划:
   - create_visit 后自动将匹配的计划标记为「已完成」
   - 条件: customer_id 匹配 + status=计划中 + plan_date <= visit_date

3. 亮灯表批量制定:
   - 红灯/黄灯卡片右上角 ☐ 复选框
   - 勾选后出现「批量制定计划」按钮
   - 弹窗统一设置日期+内容 → 批量 POST

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

backend/app/api/visits.py

@@ -151,6 +151,19 @@ async def create_visit(
         customer.last_visit_manager_id = uuid.UUID(current_user["user_id"])
         db.add(customer)
 
+    # Auto-complete matching work plans for this customer
+    from app.models.work_plan import WorkPlan
+    plans_result = await db.execute(
+        select(WorkPlan).where(
+            WorkPlan.customer_id == data.customer_id,
+            WorkPlan.status == "计划中",
+            WorkPlan.plan_date <= parse_date(data.visit_date),
+        )
+    )
+    for plan in plans_result.scalars().all():
+        plan.status = "已完成"
+        append_entry(plan, current_user["name"], [{"field": "status", "from": "计划中", "to": "已完成", "reason": "拜访自动完成"}])
+
     # Create draft copies for companions
     for companion_id in data.companions:
         if companion_id != uuid.UUID(current_user["user_id"]):

backend/app/main.py

@@ -7,7 +7,7 @@ from app.database import engine, Base, async_session
 from app.api import router as api_router
 from app.api import auth, users, customers, visits, work_plans, mini_business, key_visits
 from app.api import dashboard, upload, export, import_data, wecom, daily_notes, ai_summary
-from app.services.scheduler import check_daily_reporting
+from app.services.scheduler import check_daily_reporting, check_overdue_plans
 
 _scheduler = AsyncIOScheduler()
 
@@ -18,6 +18,12 @@ async def _scheduled_check():
         await check_daily_reporting(db)
 
 
+async def _scheduled_overdue_check():
+    """Check for overdue plans and remind managers (9:00 AM)."""
+    async with async_session() as db:
+        await check_overdue_plans(db)
+
+
 @asynccontextmanager
 async def lifespan(app: FastAPI):
     # Startup: create tables if not exists (for dev convenience)
@@ -51,6 +57,7 @@ async def lifespan(app: FastAPI):
 
     # Start daily reporting scheduler (17:30 CST = 09:30 UTC)
     _scheduler.add_job(_scheduled_check, "cron", hour=17, minute=30, id="daily_check")
+    _scheduler.add_job(_scheduled_overdue_check, "cron", hour=9, minute=0, id="overdue_check")
     _scheduler.start()
 
     yield

backend/app/services/scheduler.py

@@ -4,6 +4,8 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from app.models.visit import Visit
 from app.models.daily_note import DailyNote
 from app.models.user import User
+from app.models.work_plan import WorkPlan
+from app.models.customer import Customer
 from app.services.wecom import wecom_client
 from app.utils.timezone import today_cst
 
@@ -85,3 +87,62 @@ async def check_daily_reporting(db: AsyncSession) -> dict:
         "reported": len(reported_map),
         "not_reported": len(not_reported),
     }
+
+
+async def check_overdue_plans(db: AsyncSession) -> dict:
+    """Check for overdue work plans and remind managers (runs at 9:00 AM)."""
+    today = today_cst()
+    if today.weekday() >= 5:
+        return {"status": "weekend", "date": str(today)}
+
+    result = await db.execute(
+        select(WorkPlan).where(
+            WorkPlan.status == "计划中",
+            WorkPlan.plan_date < today,
+        ).order_by(WorkPlan.manager_id, WorkPlan.plan_date)
+    )
+    overdue = result.scalars().all()
+
+    if not overdue:
+        return {"status": "ok", "date": str(today), "overdue": 0}
+
+    # Group by manager
+    by_manager: dict[str, list] = {}
+    for p in overdue:
+        mid = str(p.manager_id)
+        by_manager.setdefault(mid, []).append(p)
+
+    users_result = await db.execute(
+        select(User).where(User.id.in_([uid for uid in by_manager.keys()]))
+    )
+    user_map = {str(u.id): u for u in users_result.scalars().all()}
+
+    for mid, plans in by_manager.items():
+        user = user_map.get(mid)
+        if not user or not user.wecom_userid:
+            continue
+        names = "、".join(f"{p.customer_id}" for p in plans[:5])
+        # Get customer names
+        cust_result = await db.execute(
+            select(Customer.name).where(Customer.id.in_([p.customer_id for p in plans[:5]]))
+        )
+        cust_names = [r[0] for r in cust_result.all()]
+
+        plan_lines = "".join(f"- {n} (计划 {p.plan_date})\n" for p, n in zip(plans[:5], cust_names))
+        content = (
+            f"📅 拜访计划过期提醒\n\n"
+            f"以下 {len(plans)} 个拜访计划已过期，请尽快安排拜访：\n"
+            f"{plan_lines}"
+        )
+        if len(plans) > 5:
+            content += f"... 还有 {len(plans) - 5} 个过期计划\n"
+        content += f"\n👉 查看详情：https://qj.dhdx.fun/light-board"
+
+        await wecom_client.send_text_message([user.wecom_userid], content)
+
+    return {
+        "status": "ok",
+        "date": str(today),
+        "overdue": len(overdue),
+        "managers_affected": len(by_manager),
+    }