feat: 完整功能迭代 — 移动端+PC端全面优化

新增:
- 今日纪要 (6分类+彩色标签+时间选择器)
- 客户经理PC端工作台 (我的数据,5模块CRUD)
- 用户管理页 (支局长修改角色)
- 客户备注/收支费用(金额+单位)/联系人管理
- 拜访人姓名+电话字段
- 客户导入导出/旧周报导入模板下载
- 序号列+分页(25/50/100)

修复/优化:
- Hash路由→HTML5 History, Casdoor回调正常
- 时区统一为Asia/Shanghai (today_cst)
- 数据库懒加载→selectinload预加载
- 日期解析兼容ISO datetime字符串
- 文件上传定位修复 (position:relative)
- 表单button type='button'防止误提交
- 分管领导权限(只读客户档案,不可编辑)
- 侧边栏折叠+SVG图标
- 拜访方式/紧急度统一chip风格
- 时间范围统一为el-time-picker(is-range)
- 全局CSS设计变量+box-sizing修复滚动条

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

backend/app/api/customers.py

@@ -93,9 +93,21 @@ async def list_customers(
     offset = (page - 1) * page_size
     query = base_query.order_by(Customer.name).offset(offset).limit(page_size)
     result = await db.execute(query)
+    items = result.scalars().all()
+
+    # Enrich with manager names
+    if items:
+        mgr_result = await db.execute(
+            select(CustomerAssignment.customer_id, User.name)
+            .join(User, CustomerAssignment.manager_id == User.id)
+            .where(CustomerAssignment.customer_id.in_([c.id for c in items]), CustomerAssignment.role == "primary")
+        )
+        mgr_map = {str(cid): name for cid, name in mgr_result.all()}
+        for item in items:
+            item.primary_manager_name = mgr_map.get(str(item.id), None)
 
     return CustomerListResponse(
-        items=result.scalars().all(),
+        items=items,
         total=total,
         page=page,
         page_size=page_size,
@@ -350,6 +362,8 @@ async def create_customer(
     current_user: dict = Depends(require_any_role),
     db: AsyncSession = Depends(get_db),
 ):
+    if current_user["role"] == "leader":
+        raise HTTPException(status_code=403, detail="分管领导无法创建客户")
     """Create a new customer with optional contacts and manager assignment."""
     import uuid
     customer = Customer(
@@ -390,6 +404,8 @@ async def update_customer(
     current_user: dict = Depends(require_any_role),
     db: AsyncSession = Depends(get_db),
 ):
+    if current_user["role"] == "leader":
+        raise HTTPException(status_code=403, detail="分管领导无法编辑客户")
     result = await db.execute(
         select(Customer).where(Customer.id == customer_id).options(selectinload(Customer.contacts))
     )

backend/app/api/import_data.py

@@ -1,5 +1,7 @@
+import io
 import uuid
 from fastapi import APIRouter, Depends, File, UploadFile, HTTPException
+from fastapi.responses import StreamingResponse
 from sqlalchemy.ext.asyncio import AsyncSession
 from app.database import get_db
 from app.middleware.auth import get_current_user, require_director
@@ -8,6 +10,54 @@ from app.services.excel_import import import_from_excel
 router = APIRouter(prefix="/import", tags=["Import"])
 
 
+@router.get("/template")
+async def download_weekly_report_template():
+    """Download a 4-sheet weekly report import template."""
+    from openpyxl import Workbook
+    from openpyxl.styles import Font
+
+    wb = Workbook()
+    header_font = Font(bold=True)
+
+    # 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"])
+    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", "", "韦矍森"])
+    ws1.column_dimensions['A'].width = 20; ws1.column_dimensions['E'].width = 30; ws1.column_dimensions['F'].width = 20
+
+    # Sheet 2: 下周工作计划
+    ws2 = wb.create_sheet("下周工作计划")
+    ws2.append(["客户单位", "工作计划", "计划拜访时间", "客户经理", "状态"])
+    for c in ws2[1]: c.font = header_font
+    ws2.append(["XX科技有限公司", "跟进云桌面扩容方案", "2026-06-30", "韦柳柏", "计划中"])
+    ws2.column_dimensions['A'].width = 20; ws2.column_dimensions['B'].width = 35
+
+    # Sheet 3: 小微业务商机
+    ws3 = wb.create_sheet("小微业务商机")
+    ws3.append(["客户单位", "产品类型", "金额", "跟进内容具体情况", "跟进状态", "客户经理", "预计列收时间"])
+    for c in ws3[1]: c.font = header_font
+    ws3.append(["XX科技有限公司", "云桌面", "5000元/月", "确认技术方案中", "跟进中", "韦柳柏", "2026Q3"])
+    ws3.column_dimensions['A'].width = 20; ws3.column_dimensions['D'].width = 30
+
+    # Sheet 4: 要客拜访计划
+    ws4 = wb.create_sheet("要客拜访计划")
+    ws4.append(["客户单位", "紧急重要度", "内容描述", "进展状态", "计划拜访时间", "计划拜访人", "拜访对象", "客户经理"])
+    for c in ws4[1]: c.font = header_font
+    ws4.append(["XX科技有限公司", "重要", "拜访技术负责人确认方案", "未开始", "2026-07-01", "韦柳柏", "王局长", "韦矍森"])
+    ws4.column_dimensions['A'].width = 20; ws4.column_dimensions['C'].width = 30
+
+    output = io.BytesIO()
+    wb.save(output)
+    output.seek(0)
+    return StreamingResponse(
+        output,
+        media_type="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet",
+        headers={"Content-Disposition": "attachment; filename=weekly_report_template.xlsx"},
+    )
+
+
 @router.post("/weekly-report")
 async def import_weekly_report(
     file: UploadFile = File(...),
@@ -20,7 +70,6 @@ async def import_weekly_report(
 
     content = await file.read()
 
-    # Preview first: parse headers
     try:
         import openpyxl
         wb = openpyxl.load_workbook(io.BytesIO(content), data_only=True)
@@ -28,16 +77,12 @@ async def import_weekly_report(
         for sheet_name in wb.sheetnames:
             ws = wb[sheet_name]
             headers = [str(cell.value) for cell in ws[1]]
-            row_count = ws.max_row - 1  # minus header
+            row_count = ws.max_row - 1
             preview[sheet_name] = {"headers": headers, "row_count": row_count}
     except Exception as e:
         raise HTTPException(status_code=400, detail=f"Failed to parse Excel: {str(e)}")
 
-    # Import data
     stats = await import_from_excel(db, content, uuid.UUID(current_user["user_id"]))
     stats["preview"] = preview
 
     return stats
-
-
-import io

backend/app/api/visits.py

@@ -34,6 +34,8 @@ async def _enrich_visit(visit: Visit, db: AsyncSession) -> dict:
         "visit_date": visit.visit_date,
         "visit_method": visit.visit_method,
         "time_range": visit.time_range,
+        "visitor_name": visit.visitor_name or "",
+        "visitor_phone": visit.visitor_phone or "",
         "communication_content": visit.communication_content,
         "customer_demand": visit.customer_demand,
         "companions": visit.companions,