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),
+    }

frontend/src/views/desktop/LightBoard.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { ref, onMounted, computed } from 'vue'
+import { ref, onMounted, computed, watch } from 'vue'
 import { useRouter } from 'vue-router'
 import { useAuthStore } from '@/stores/auth'
 import { dashboardApi } from '@/api/dashboard'
@@ -14,13 +14,58 @@ const board = ref<any>(null)
 const expandedManagers = ref<Set<string>>(new Set())
 const monthOffset = ref(0)
 
-// ── Dialog state ──
+// ── Single dialog state ──
 const dialogVisible = ref(false)
 const selectedCustomer = ref<any>(null)
 const planDate = ref(todayStr())
 const planContent = ref('')
 const planSaving = ref(false)
 
+// ── Batch selection ──
+const selectedCards = ref<Set<string>>(new Set())
+const batchDialogVisible = ref(false)
+const batchPlanDate = ref(todayStr())
+const batchPlanContent = ref('')
+const batchSaving = ref(false)
+
+watch(expandedManagers, () => { selectedCards.value.clear() })
+
+function toggleCardSelect(customerId: string) {
+  const s = new Set(selectedCards.value)
+  if (s.has(customerId)) s.delete(customerId)
+  else s.add(customerId)
+  selectedCards.value = s
+}
+
+function openBatchDialog() {
+  if (selectedCards.value.size === 0) { ElMessage.warning('请先勾选客户卡片'); return }
+  batchPlanContent.value = ''
+  batchPlanDate.value = todayStr()
+  batchDialogVisible.value = true
+}
+
+async function handleBatchCreate() {
+  if (!batchPlanContent.value.trim()) { ElMessage.warning('请输入计划内容'); return }
+  batchSaving.value = true
+  let created = 0
+  for (const cid of selectedCards.value) {
+    try {
+      await api.post('/work-plans/', {
+        customer_id: cid,
+        plan_content: batchPlanContent.value.trim(),
+        plan_date: batchPlanDate.value,
+        status: '计划中',
+      })
+      created++
+    } catch (_) { /* continue */ }
+  }
+  ElMessage.success(`已为 ${created} 个客户制定计划`)
+  batchDialogVisible.value = false
+  selectedCards.value.clear()
+  batchSaving.value = false
+  await loadData()
+}
+
 const referenceMonth = computed(() => {
   const d = new Date()
   d.setMonth(d.getMonth() + monthOffset.value)
@@ -159,7 +204,14 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
         </div>
 
         <div v-if="expandedManagers.has(m.manager_id)" class="customer-grid">
-          <div v-for="cust in m.customers" :key="cust.customer_id" class="customer-card" :class="`customer-card--${cust.status}`" @click="openCustomerDialog(cust)">
+          <div class="batch-actions" v-if="selectedCards.size > 0" style="width:100%;margin-bottom:8px">
+            <el-button type="primary" size="small" @click="openBatchDialog">📋 批量制定计划 ({{ selectedCards.size }}个)</el-button>
+            <el-button size="small" @click="selectedCards.clear()">取消选择</el-button>
+          </div>
+          <div v-for="cust in m.customers" :key="cust.customer_id" class="customer-card" :class="['customer-card--' + cust.status, { 'card-selected': selectedCards.has(cust.customer_id) }]" @click="openCustomerDialog(cust)">
+            <div v-if="cust.status !== 'green' && cust.status !== 'gray'" class="card-check" @click.stop="toggleCardSelect(cust.customer_id)">
+              <span v-if="selectedCards.has(cust.customer_id)">☑</span><span v-else>☐</span>
+            </div>
             <div class="card-status-stripe"></div>
             <div class="card-body">
               <div class="card-name-row">
@@ -270,6 +322,23 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
         </el-link>
       </div>
     </el-dialog>
+
+    <!-- ═══ Batch Plan Dialog ═══ -->
+    <el-dialog v-model="batchDialogVisible" title="批量制定拜访计划" width="480px">
+      <p style="margin:0 0 12px;color:var(--c-text-muted)">将为 <strong>{{ selectedCards.size }}</strong> 个客户统一制定拜访计划：</p>
+      <el-form label-position="top">
+        <el-form-item label="计划时间">
+          <el-date-picker v-model="batchPlanDate" type="date" style="width:100%" value-format="YYYY-MM-DD" />
+        </el-form-item>
+        <el-form-item label="计划内容">
+          <el-input v-model="batchPlanContent" type="textarea" :rows="3" placeholder="统一的拜访计划内容" :disabled="batchSaving" />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="batchDialogVisible = false">取消</el-button>
+        <el-button type="primary" :loading="batchSaving" @click="handleBatchCreate">批量制定</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
@@ -376,4 +445,15 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
 .dlg-plan-item.dlg-plan-overdue { background: #FBF1EE; margin: 2px -4px; padding: 4px; border-radius: 4px; }
 .dlg-plan-form { background: var(--c-bg-light, #faf9f6); padding: 10px 12px; border-radius: 6px; }
 .plan-form-row { display: flex; gap: 8px; align-items: center; }
+
+/* ═══ Card Checkbox ═══ */
+.card-check {
+  position: absolute; top: 4px; right: 4px;
+  width: 22px; height: 22px; display: flex; align-items: center; justify-content: center;
+  cursor: pointer; font-size: 14px; color: var(--warm-gray);
+  border-radius: 4px; background: rgba(255,255,255,0.8);
+  z-index: 2;
+}
+.card-check:hover { color: var(--ink); background: rgba(196,147,74,0.1); }
+.customer-card.card-selected { border-color: var(--gold); box-shadow: 0 0 0 2px rgba(196,147,74,0.2); }
 </style>