feat: 亮灯表30天滚动窗口 + 相关人员文案统一 + 周报数据补全

- light_board.classify: 自然月 → 30/60天滚动窗口 (≤30天🟢, 31-60天🟡, 61+天🔴)
- LightBoard.vue: 4处文案同步 (近30天已拜访 / 上次 / 个周期)
- dashboard.get_weekly_report: 补全 companion_names_resolved + visitor_name + visitor_phone + edit_log
- 导入/导出模板 + VisitForm + ManagerWorkspace: 同访人员 → 相关人员

backend/app/api/import_data.py

@@ -22,7 +22,7 @@ async def download_weekly_report_template():
     # Sheet 1: 每日拜访记录
     ws1 = wb.active
     ws1.title = "每日拜访记录"
-    ws1.append(["客户单位", "拜访日期", "拜访方式", "时间范围", "拜访人姓名", "拜访人电话", "沟通内容", "客户需求", "同访人员", "客户经理"])
+    ws1.append(["客户单位", "拜访日期", "拜访方式", "时间范围", "拜访人姓名", "拜访人电话", "沟通内容", "客户需求", "相关人员", "客户经理"])
     for c in ws1[1]: c.font = header_font
     ws1.append(["XX科技有限公司", "2026-06-23", "上门", "9:00-10:00", "韦柳柏", "13800000000", "沟通了解云桌面需求", "希望扩容", "韦柳柏, 张科长", "韦矍森"])
     ws1.column_dimensions['A'].width = 20; ws1.column_dimensions['E'].width = 30; ws1.column_dimensions['F'].width = 20

backend/app/services/dashboard.py

@@ -138,6 +138,9 @@ async def get_weekly_report(
 
     visits_data = []
     for v in visits:
+        # Resolve companion names: system users → names, external → direct
+        companion_names_resolved = [user_map.get(c, str(c)) for c in (v.companions or [])]
+        companion_names_resolved.extend(v.companion_names or [])
         visits_data.append({
             "id": str(v.id),
             "customer_id": str(v.customer_id),
@@ -145,12 +148,17 @@ async def get_weekly_report(
             "visit_date": str(v.visit_date),
             "visit_method": v.visit_method,
             "time_range": v.time_range,
+            "visitor_name": v.visitor_name or "",
+            "visitor_phone": v.visitor_phone or "",
             "communication_content": v.communication_content,
             "customer_demand": v.customer_demand,
             "companions": [str(c) for c in (v.companions or [])],
+            "companion_names": v.companion_names or [],
+            "companion_names_resolved": companion_names_resolved,
             "photos": v.photos or [],
             "manager_id": str(v.manager_id),
             "manager_name": user_map.get(v.manager_id, ""),
+            "edit_log": v.edit_log or [],
             "created_at": str(v.created_at),
         })
 

backend/app/services/excel_export.py

@@ -41,7 +41,7 @@ async def export_weekly_report(db: AsyncSession, reference_date: date | None = N
     # ── Sheet 1: 每日拜访记录 ──
     ws1 = wb.active
     ws1.title = "每日拜访记录"
-    headers1 = ["客户单位", "拜访日期", "拜访方式", "时间范围", "拜访人姓名", "拜访人电话", "沟通内容", "客户需求", "同访人员", "客户经理"]
+    headers1 = ["客户单位", "拜访日期", "拜访方式", "时间范围", "拜访人姓名", "拜访人电话", "沟通内容", "客户需求", "相关人员", "客户经理"]
     ws1.append(headers1)
     for col in range(1, len(headers1) + 1):
         cell = ws1.cell(row=1, column=col)

backend/app/services/light_board.py

@@ -1,9 +1,9 @@
 """Customer light board — visit coverage matrix per manager.
 
-Status:
-  green  — visited this month (亮灯)
-  yellow — visited last month but not this month (临期)
-  red    — not visited in 2+ months, or never visited (灭灯+警示)
+Status (rolling 30-day window):
+  green  — visited within last 30 days (亮灯)
+  yellow — visited 31-60 days ago (临期)
+  red    — visited 61+ days ago, or never visited (灭灯+警示)
   gray   — customer has no assigned primary manager (未分配)
 """
 
@@ -29,29 +29,26 @@ def month_end(ref: date) -> date:
 
 
 def classify(last_visit_date: date | None, ref: date) -> tuple[str, int]:
-    """Return (status, consecutive_missed_months)."""
+    """Return (status, consecutive_missed_periods).
+
+    30-day rolling window:
+      green  — visited within 30 days
+      yellow — visited 31-60 days ago (临期)
+      red    — 61+ days ago, or never visited
+    """
     if last_visit_date is None:
         return ("red", 99)  # never visited
 
-    this_month = month_start(ref)
-    last_month = month_start(this_month - timedelta(days=1))
+    days_since = (ref - last_visit_date).days
 
-    if last_visit_date >= this_month:
+    if days_since <= 30:
         return ("green", 0)
-    elif last_visit_date >= last_month:
+    elif days_since <= 60:
         return ("yellow", 0)
 
-    # Count how many consecutive months missed
-    cursor = month_start(ref)
-    missed = 0
-    while True:
-        cursor = month_start(cursor - timedelta(days=1))
-        if last_visit_date >= cursor:
-            break
-        missed += 1
-        if missed > 24:  # safety cap
-            break
-    return ("red", missed)
+    # Each 30-day block beyond 60 days counts as one missed period
+    periods = days_since // 30
+    return ("red", min(periods, 99))
 
 
 async def get_light_board(

frontend/src/views/desktop/LightBoard.vue

@@ -102,7 +102,7 @@ function goWeeklyReport(customerId: string) {
 }
 
 // Status label map
-const statusLabel: Record<string, string> = { green: '本月已拜访', yellow: '上月已拜访 (临期)', red: '急需拜访', gray: '未分配' }
+const statusLabel: Record<string, string> = { green: '近30天已拜访', yellow: '31-60天前 (临期)', red: '急需拜访', gray: '未分配' }
 </script>
 
 <template>
@@ -171,7 +171,7 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
                 <span v-if="cust.in_use_services" class="card-services">{{ cust.in_use_services }}</span>
               </div>
               <div class="card-visit-info">
-                <span class="card-last-visit" v-if="cust.last_visit_date">{{ { green: '最近', yellow: '上月', red: '上次' }[cust.status] }}：{{ cust.last_visit_date }}</span>
+                <span class="card-last-visit" v-if="cust.last_visit_date">{{ { green: '最近', yellow: '上次', red: '上次' }[cust.status] }}：{{ cust.last_visit_date }}</span>
                 <span class="card-last-visit card-last-visit--never" v-else>从未拜访</span>
                 <span v-if="cust.last_visit_method" class="card-method">{{ cust.last_visit_method }}</span>
               </div>
@@ -182,7 +182,7 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
                 </span>
               </div>
               <div v-if="cust.status === 'red' && cust.consecutive_missed_months > 0" class="card-warning">
-                ⚠ 连续 {{ cust.consecutive_missed_months }} 个月未拜访
+                ⚠ 连续 {{ cust.consecutive_missed_months }} 个周期未拜访
               </div>
             </div>
           </div>
@@ -221,7 +221,7 @@ const statusLabel: Record<string, string> = { green: '本月已拜访', yellow:
       <div class="dlg-status" :class="`dlg-status--${selectedCustomer.status}`">
         {{ statusLabel[selectedCustomer.status] }}
         <span v-if="selectedCustomer.consecutive_missed_months > 1" style="margin-left:6px">
-          (连续 {{ selectedCustomer.consecutive_missed_months }} 个月)
+          (连续 {{ selectedCustomer.consecutive_missed_months }} 个周期)
         </span>
       </div>
 

frontend/src/views/desktop/ManagerWorkspace.vue

@@ -461,7 +461,7 @@ const notesByDate = computed(() => {
           </el-form-item>
           <el-form-item label="拜访人姓名"><el-input v-model="form.visitor_name" placeholder="实际拜访人姓名" /></el-form-item>
           <el-form-item label="拜访人电话"><el-input v-model="form.visitor_phone" placeholder="联系电话（可选）" /></el-form-item>
-          <el-form-item label="同访人员">
+          <el-form-item label="相关人员">
             <el-select v-model="form.companions" multiple filterable allow-create default-first-option placeholder="选择或输入姓名（可多选）" style="width:100%">
               <el-option v-for="u in allUsers" :key="u.id" :label="u.name" :value="u.id" />
             </el-select>

frontend/src/views/mobile/VisitForm.vue

@@ -285,7 +285,7 @@ async function handleDelete() {
 
       <el-form-item>
         <template #label>
-          <span class="form-label">同访人员 <span class="form-label-hint">可输入外部人员</span></span>
+          <span class="form-label">相关人员 <span class="form-label-hint">可输入外部人员</span></span>
         </template>
         <el-select v-model="form.companions" multiple filterable allow-create default-first-option placeholder="选择或输入姓名（可多选）" style="width:100%">
           <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" :disabled="m.id === auth.userId" />