fix: 客户列表多 primary 经理时顿号连接显示(修复字典覆盖)

- mgr_map 由字典推导式改为按 customer_id 聚合 list,再用顿号连接
- 修复同一客户多个 primary 经理时,后写入覆盖先写入导致只显示一个名字

数据修复: 大化瑶族自治县公安局交通警察大队 移除韦柳柏的 primary 分配,唐晓静为唯一 primary

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

.gitlab-ci.yml

@@ -0,0 +1,53 @@
+stages:
+  - verify
+  - build
+
+backend_verify:
+  stage: verify
+  image: python:3.12-slim
+  script:
+    - pip install --no-cache-dir -r backend/requirements.txt pytest ruff bandit pip-audit
+    - PYTHONPATH=backend python -m compileall -q backend/app
+    - ruff check backend/app backend/tests
+    - PYTHONPATH=backend pytest -q backend/tests --junitxml=backend-test-report.xml
+    - bandit -q -r backend/app -lll
+    - pip-audit -r backend/requirements.txt
+  artifacts:
+    reports:
+      junit: backend-test-report.xml
+    paths:
+      - backend-test-report.xml
+    expire_in: 180 days
+
+frontend_build:
+  stage: build
+  image: node:20-alpine
+  script:
+    - cd frontend
+    - npm ci
+    - npm run build
+  artifacts:
+    name: "qiji-frontend-$CI_COMMIT_SHORT_SHA"
+    paths:
+      - frontend/dist/
+    expire_in: 30 days
+
+backend_sbom:
+  stage: verify
+  image: python:3.12-slim
+  script:
+    - pip install --no-cache-dir cyclonedx-bom
+    - python -m cyclonedx_py requirements backend/requirements.txt --output-reproducible --of JSON -o sbom-backend.cdx.json
+  artifacts:
+    name: "qiji-sbom-$CI_COMMIT_SHORT_SHA"
+    paths:
+      - sbom-backend.cdx.json
+    expire_in: 180 days
+
+filesystem_security:
+  stage: verify
+  image:
+    name: aquasec/trivy:0.67.2
+    entrypoint: [""]
+  script:
+    - trivy fs --exit-code 1 --ignore-unfixed --severity HIGH,CRITICAL --scanners vuln,misconfig,secret .

CLAUDE.md

@@ -53,7 +53,7 @@ qiji/
 | 表 | 核心字段 |
 |----|---------|
 | `users` | id, casdoor_id, name, role(manager/director/leader), wecom_userid |
-| `customers` | id, name, industry, address, in_use_services, monthly_fee, remarks, created_by |
+| `customers` | id, name, customer_type(unit/individual), industry, address, in_use_services, monthly_fee, remarks, created_by |
 | `customer_contacts` | id, customer_id, name, phone, role_desc |
 | `customer_assignments` | id, customer_id, manager_id, role(primary/assistant), assigned_by |
 | `visits` | id, customer_id, visit_date, visit_method, time_range, visitor_name, visitor_phone, communication_content, customer_demand, companions(UUID[]), photos(TEXT[]), manager_id, edit_log(JSONB) |
@@ -120,6 +120,10 @@ qiji/
 - [x] **工作页客户经理列+汇总栏** — 工作计划/商机跟单/要客拜访三个页面新增"客户经理"列（哈希色标签）+ 页面顶部汇总栏（按经理分组统计条数）
 - [x] **云端部署** — FRP 隧道 `qiji-backend` (本机 8002→远程 18061)，前端 Docker 容器 `qiji-frontend` (远程 18063)，OpenResty 反代 `qj.dhdx.fun`，生产模式运行（去掉 --reload），SECRET_KEY 已加固，CORS 已更新
 - [x] **请假管理** — `leaves` 表 + 完整 CRUD API + 填报进度免考核(on_leave 第四态) + 催办豁免 + AI 摘要注入 + PC 端独立管理页 + 移动端列表/表单
+- [x] **商机跟单优化** — 新增跟进记录子表 `mini_business_logs`，时间线展示+跟进方式chip。拜访创建时自动联动关联商机追加跟进。状态流转优化（默认筛选跟进中、已流失置底自动清空列收）
+- [x] **个人用户** — `customers.customer_type` 列区分 unit/individual。单位客户和个人用户双Tab分离管理。个人用户Tab内嵌4Tab聚合视图（拜访/计划/商机/要客），显示所有个人用户的关联数据。个人用户通过业务模块快速新建产生，客户搜索下拉中置顶
+- [x] **移动端导航重构** — 底部TabBar从3项扩展为4项（首页/工作/拜访/纪要）。新增工作中心页面（6个模块卡片入口）。新增5个历史列表页（拜访/纪要/计划/商机/要客），支持搜索+分页。3个表单支持新增+编辑双模式
+- [x] **我的数据页面优化** — 日期筛选改为灵活daterange选择器，支持搜索+分页(25/50/100条每页)。每个Tab独立维护分页状态。日期选择器+搜索框移至标题行
 
 ### 待完善
 
@@ -266,3 +270,6 @@ docker-compose up -d
 21. **AI 周报摘要**: 接入 DeepSeek V4 (模型 `deepseek-v4-flash`，端点 `/v1/chat/completions`，OpenAI 兼容协议)。`build_summary_prompt()` 注入拜访总览+各经理明细+客户需求汇总+纪要分类+亮灯表覆盖数据，生成四段式 Markdown。WeeklyReport.vue 集成：按钮(闪电图标)→loading 脉冲→渲染→一键复制(安全上下文检测降级)。权限：director/leader 可见按钮
 22. **云端部署**: FRP 隧道 (8002→18061) + Docker 前端容器 (18063) + OpenResty 反代。frpc 由 1Panel Docker 容器管理，配置在 `/opt/1panel/apps/frpc/frpc/data/frpc.toml`。前端生产构建用 `.env.production` 指向 Casdoor 公网地址。nginx.conf 只保留 SPA fallback，API 路由由 OpenResty 边缘处理。SSH 端口 7072，前端容器仅绑定 127.0.0.1:18063（不直接暴露公网）
 23. **请假管理**: `leaves` 表存储请假记录，按天粒度（start_date~end_date），五种类型（年假/事假/病假/调休/其他），提交即生效无审批。权限：经理看自己、支局长/领导看全员。填报进度新增 `on_leave` 第四态（蓝「假」印章），催办自动过滤请假人员，AI 摘要注入本周请假数据。PC 端侧边栏「工作」分组下独立页面，移动端首页快捷入口 + 列表页 + 表单页
+24. **个人用户**: `customers` 表 `customer_type` 列区分 unit/individual。单位客户管理页支持双Tab（单位客户/个人用户）切换。个人用户Tab 内嵌4Tab聚合视图（拜访/计划/商机/要客），显示所有个人用户的关联数据。个人用户通过业务模块快速新建产生，客户搜索下拉中置顶显示。单位客户列表默认只显示单位类型
+25. **移动端信息架构**: 底部TabBar 4项（首页/工作/拜访/纪要）。工作中心页面6个模块卡片（历史拜访/历史纪要/工作计划/商机跟单/要客拜访/请假管理）。各模块列表页支持搜索+25条/页分页。表单复用新增/编辑双模式（通过 route.params.id 判断）
+26. **我的数据优化**: 日期范围用 el-date-picker daterange 灵活选择。搜索框+日期选择器移至标题行同行。每个Tab独立维护分页状态(25/50/100)。5个后端列表API均支持 search 参数模糊匹配

README.md

@@ -21,7 +21,7 @@
 |---|------|
 | 后端 | FastAPI + SQLAlchemy 2.0 (async) + asyncpg |
 | 数据库 | PostgreSQL |
-| 文件存储 | MinIO (预签名直传) |
+| 文件存储 | MinIO（后端受控图片上传） |
 | 认证 | Casdoor OIDC + JWT |
 | 前端 | Vue 3 + Vite + TypeScript + Element Plus |
 | 状态管理 | Pinia |
@@ -98,14 +98,17 @@ npm run dev -- --host 0.0.0.0
 # 页面 → http://localhost:5173
 ```
 
-### 一键部署
+### 本地集成环境
 
 ```bash
+# 先在 .env 中设置 POSTGRES_USER、POSTGRES_PASSWORD、MINIO_ROOT_USER、
+# MINIO_ROOT_PASSWORD、SECRET_KEY 和固定版本的 MINIO_IMAGE
 docker-compose up -d
-# 后端 :8000 + PostgreSQL :5432 + MinIO :9000/:9001
-# 前端需单独部署到 nginx，见 frontend/Dockerfile
+# 服务仅绑定到 127.0.0.1；前端需单独部署到 nginx，见 frontend/Dockerfile
 ```
 
+生产环境必须使用批准的部署流水线、密钥管理、HTTPS 反向代理和上线审批流程；不得直接将本 Compose 文件作为生产部署方案。
+
 ## 环境变量
 
 | 配置项 | 说明 | 必须 |

backend/.dockerignore

@@ -0,0 +1,25 @@
+__pycache__
+*.pyc
+*.pyo
+*.egg-info
+.eggs
+dist
+build
+.venv
+venv
+env
+.pytest_cache
+tests
+htmlcov
+.coverage
+node_modules
+.vite
+.git
+.gitignore
+.vscode
+.idea
+.env
+.env.*
+.ruff_cache
+.DS_Store
+Thumbs.db

backend/.env.example

@@ -5,11 +5,13 @@
 
 # ── 应用 ──
 APP_NAME=企迹-政企周报管理系统
-DEBUG=true
-SECRET_KEY=change-me-to-a-random-string-in-production
+ENVIRONMENT=development
+DEBUG=false
+# Use a random value of at least 32 characters. Never use a default in production.
+SECRET_KEY=replace-with-a-random-secret-of-at-least-32-characters
 
 # ── PostgreSQL (已有基础设施，填写实际连接信息) ──
-DATABASE_URL=postgresql+asyncpg://postgres:postgres@localhost:5432/qiji
+DATABASE_URL=postgresql+asyncpg://qiji_app:replace-with-a-strong-password@localhost:5432/qiji
 
 # ── JWT ──
 JWT_ALGORITHM=HS256
@@ -25,10 +27,11 @@ CASDOOR_APPLICATION=qiji-weekly-report
 
 # ── MinIO (已有，填写实际部署地址和密钥) ──
 MINIO_ENDPOINT=localhost:9000
-MINIO_ACCESS_KEY=minioadmin
-MINIO_SECRET_KEY=minioadmin
+MINIO_ACCESS_KEY=qiji-app
+MINIO_SECRET_KEY=replace-with-a-strong-minio-secret
 MINIO_BUCKET=qiji-photos
-MINIO_SECURE=false
+# Set false only when connecting to a local development MinIO instance over the internal Docker network.
+MINIO_SECURE=true
 
 # ── 企业微信 (需在企微管理后台创建自建应用后获取) ──
 WECOM_CORP_ID=your-corp-id

backend/Dockerfile

@@ -1,5 +1,8 @@
 FROM python:3.12-slim
 
+ENV TZ=Asia/Shanghai
+RUN ln -snf /usr/share/zoneinfo/$TZ /etc/localtime && echo $TZ > /etc/timezone
+
 WORKDIR /app
 
 COPY requirements.txt .
@@ -9,4 +12,4 @@ COPY . .
 
 EXPOSE 8000
 
-CMD ["uvicorn", "app.main:app", "--host", "0.0.0.0", "--port", "8000"]
+CMD ["sh", "-c", "alembic upgrade head && exec uvicorn app.main:app --host 0.0.0.0 --port 8000"]

backend/alembic/env.py

@@ -1,10 +1,18 @@
 import asyncio
+import sys
 from logging.config import fileConfig
+from pathlib import Path
 from sqlalchemy import pool
 from sqlalchemy.engine import Connection
 from sqlalchemy.ext.asyncio import async_engine_from_config
 from alembic import context
 
+# Ensure Alembic works both in the container and when invoked from a virtualenv
+# on a server where the console-script directory would otherwise be sys.path[0].
+BACKEND_ROOT = Path(__file__).resolve().parents[1]
+if str(BACKEND_ROOT) not in sys.path:
+    sys.path.insert(0, str(BACKEND_ROOT))
+
 from app.database import Base
 from app.models import *  # noqa: import all models
 from app.config import settings

backend/alembic/versions/20260728_01_baseline_schema.py

@@ -0,0 +1,57 @@
+"""Establish the tracked baseline schema and replace application-startup DDL.
+
+Revision ID: 20260728_01
+Revises:
+Create Date: 2026-07-28
+"""
+
+from collections.abc import Sequence
+
+from alembic import op
+
+from app.database import Base
+import app.models  # noqa: F401  # Register every model with Base.metadata.
+
+
+revision: str = "20260728_01"
+down_revision: str | None = None
+branch_labels: Sequence[str] | None = None
+depends_on: Sequence[str] | None = None
+
+
+def upgrade() -> None:
+    """Create the current schema and upgrade tables created by older app versions."""
+    bind = op.get_bind()
+    Base.metadata.create_all(bind=bind, checkfirst=True)
+
+    # These columns were historically added in application startup code.  Keep this
+    # compatibility path so existing deployments can adopt Alembic safely.
+    statements = (
+        "ALTER TABLE customers ADD COLUMN IF NOT EXISTS remarks TEXT DEFAULT ''",
+        "ALTER TABLE visits ADD COLUMN IF NOT EXISTS visitor_name VARCHAR(50) DEFAULT ''",
+        "ALTER TABLE visits ADD COLUMN IF NOT EXISTS visitor_phone VARCHAR(20) DEFAULT ''",
+        "ALTER TABLE users ADD COLUMN IF NOT EXISTS require_report BOOLEAN DEFAULT TRUE",
+        "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_date DATE",
+        "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_manager_id UUID",
+        "ALTER TABLE visits ADD COLUMN IF NOT EXISTS companion_names TEXT[] DEFAULT '{}'",
+        "ALTER TABLE users ADD COLUMN IF NOT EXISTS color VARCHAR(7)",
+        "ALTER TABLE visits ADD COLUMN IF NOT EXISTS edit_log JSONB DEFAULT '[]'",
+        "ALTER TABLE daily_notes ADD COLUMN IF NOT EXISTS edit_log JSONB DEFAULT '[]'",
+        "ALTER TABLE work_plans ADD COLUMN IF NOT EXISTS edit_log JSONB DEFAULT '[]'",
+        "ALTER TABLE mini_business ADD COLUMN IF NOT EXISTS edit_log JSONB DEFAULT '[]'",
+        "ALTER TABLE key_visits ADD COLUMN IF NOT EXISTS edit_log JSONB DEFAULT '[]'",
+        "CREATE UNIQUE INDEX IF NOT EXISTS uq_users_wecom_userid "
+        "ON users (wecom_userid) WHERE wecom_userid IS NOT NULL",
+    )
+    for statement in statements:
+        op.execute(statement)
+
+
+def downgrade() -> None:
+    """Remove only objects introduced by the tracked security hardening revision.
+
+    The historical base tables pre-date Alembic and may contain production data, so
+    they are deliberately not dropped by a downgrade operation.
+    """
+    op.execute("DROP INDEX IF EXISTS uq_users_wecom_userid")
+    op.execute("DROP TABLE IF EXISTS wecom_bind_tokens")

backend/alembic/versions/__init__.py

@@ -0,0 +1 @@
+"""Alembic migration revisions for the Qiji backend."""

backend/app/api/audit.py

@@ -0,0 +1,80 @@
+import uuid
+from typing import Optional
+from fastapi import APIRouter, Depends, Query
+from sqlalchemy.ext.asyncio import AsyncSession
+from sqlalchemy import select, func
+from app.database import get_db
+from app.middleware.auth import get_current_user
+from app.models.audit_log import AuditLog
+
+router = APIRouter(prefix="/audit-logs", tags=["AuditLogs"])
+
+ENTITY_LABELS: dict[str, str] = {
+    "customer": "客户",
+    "visit": "拜访记录",
+    "daily_note": "今日纪要",
+    "work_plan": "工作计划",
+    "mini_business": "小微商机",
+    "key_visit": "要客拜访",
+    "user": "用户",
+    "leave": "请假",
+}
+
+
+@router.get("/")
+async def list_audit_logs(
+    entity_type: Optional[str] = Query(None),
+    action: Optional[str] = Query(None),
+    operator_id: Optional[str] = Query(None),
+    date_from: Optional[str] = Query(None),
+    date_to: Optional[str] = Query(None),
+    page: int = Query(1, ge=1),
+    page_size: int = Query(50, ge=10, le=200),
+    current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+):
+    """List audit logs. Only director/leader can access."""
+    if current_user["role"] not in ("director", "leader"):
+        return {"items": [], "total": 0}
+
+    base = select(AuditLog)
+    count_q = select(func.count(AuditLog.id))
+
+    if entity_type:
+        base = base.where(AuditLog.entity_type == entity_type)
+        count_q = count_q.where(AuditLog.entity_type == entity_type)
+    if action:
+        base = base.where(AuditLog.action == action)
+        count_q = count_q.where(AuditLog.action == action)
+    if operator_id:
+        base = base.where(AuditLog.operator_id == uuid.UUID(operator_id))
+        count_q = count_q.where(AuditLog.operator_id == uuid.UUID(operator_id))
+    if date_from:
+        base = base.where(AuditLog.created_at >= date_from)
+        count_q = count_q.where(AuditLog.created_at >= date_from)
+    if date_to:
+        base = base.where(AuditLog.created_at < date_to + "T23:59:59")
+        count_q = count_q.where(AuditLog.created_at < date_to + "T23:59:59")
+
+    total = (await db.execute(count_q)).scalar() or 0
+
+    query = base.order_by(AuditLog.created_at.desc()).offset((page - 1) * page_size).limit(page_size)
+    rows = (await db.execute(query)).scalars().all()
+
+    items = []
+    for r in rows:
+        items.append({
+            "id": str(r.id),
+            "entity_type": r.entity_type,
+            "entity_type_label": ENTITY_LABELS.get(r.entity_type, r.entity_type),
+            "entity_id": str(r.entity_id),
+            "entity_name": r.entity_name,
+            "action": r.action,
+            "operator_id": str(r.operator_id),
+            "operator_name": r.operator_name,
+            "summary": r.summary or "",
+            "details": r.details,
+            "created_at": str(r.created_at),
+        })
+
+    return {"items": items, "total": total}

backend/app/api/auth.py

@@ -34,6 +34,7 @@ async def casdoor_login(req: CasdoorLoginRequest, db: AsyncSession = Depends(get
         user_id=str(user.id),
         name=user.name,
         role=user.role,
+        theme=user.theme or "editorial",
     )
 
 
@@ -56,38 +57,19 @@ async def wecom_login(req: WecomLoginRequest, db: AsyncSession = Depends(get_db)
             user_id=str(user.id),
             name=user.name,
             role=user.role,
+            theme=user.theme or "editorial",
         )
 
-    # Not bound yet — return a redirect URL to Casdoor for binding
-    casdoor_auth_url = (
-        f"{settings.CASDOOR_ENDPOINT}/login/oauth/authorize"
-        f"?client_id={settings.CASDOOR_CLIENT_ID}"
-        f"&response_type=code"
-        f"&redirect_uri={settings.CORS_ORIGINS[0]}/bind-wecom"
-        f"&scope=openid+profile"
-        f"&state={wecom_userid}"
+    raise HTTPException(
+        status_code=403,
+        detail="企业微信账号尚未绑定。请在企业微信内使用一次性绑定链接完成绑定。",
     )
-    return {"need_bind": True, "casdoor_url": casdoor_auth_url, "wecom_userid": wecom_userid}
 
 
 @router.post("/bind-wecom")
 async def bind_wecom(req: WecomBindRequest, db: AsyncSession = Depends(get_db)):
-    """Bind Casdoor account with WeChat Work userid after OIDC redirect."""
-    userinfo = await exchange_casdoor_code(req.casdoor_code)
-    if not userinfo:
-        raise HTTPException(status_code=400, detail="Failed to exchange casdoor code")
-
-    casdoor_id = userinfo.get("sub") or userinfo.get("id")
-    wecom_userid = req.wecom_userid or userinfo.get("state", "")
-
-    user = await bind_wecom_user(db, casdoor_id, wecom_userid)
-    if not user:
-        raise HTTPException(status_code=404, detail="User not found")
-
-    token = build_token_for_user(user)
-    return TokenResponse(
-        access_token=token,
-        user_id=str(user.id),
-        name=user.name,
-        role=user.role,
+    """Deprecated unsafe binding flow. Use /wecom/bind-confirm with a one-time token."""
+    raise HTTPException(
+        status_code=410,
+        detail="该绑定接口已停用，请使用企业微信一次性绑定链接。",
     )

backend/app/api/customers.py

@@ -20,6 +20,7 @@ from app.models.mini_business import MiniBusiness
 from app.models.key_visit import KeyVisit
 from app.models.daily_note import DailyNote
 from app.models.user import User
+from app.utils.audit import log_audit
 from app.schemas.customer import (
     CustomerCreate, CustomerUpdate, CustomerOut, CustomerListOut, CustomerListResponse,
     ContactCreate, ContactOut, AssignmentCreate, AssignmentOut, BatchAssignRequest,
@@ -50,6 +51,7 @@ async def list_customers(
     industry: Optional[str] = Query(None),
     service: Optional[str] = Query(None),
     manager_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     page: int = Query(1, ge=1),
     page_size: int = Query(100, ge=1, le=1000),
     current_user: dict = Depends(get_current_user),
@@ -60,6 +62,8 @@ async def list_customers(
 
     base_query = select(Customer)
 
+    if customer_type:
+        base_query = base_query.where(Customer.customer_type == customer_type)
     if industry:
         base_query = base_query.where(Customer.industry.ilike(f"%{industry}%"))
     if service:
@@ -89,7 +93,7 @@ async def list_customers(
 
     # Paginate
     offset = (page - 1) * page_size
-    query = base_query.order_by(Customer.name).offset(offset).limit(page_size)
+    query = base_query.order_by(Customer.customer_type, Customer.name).offset(offset).limit(page_size)
     result = await db.execute(query)
     items = result.scalars().all()
 
@@ -99,10 +103,14 @@ async def list_customers(
             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")
+            .order_by(CustomerAssignment.customer_id)
         )
-        mgr_map = {str(cid): name for cid, name in mgr_result.all()}
+        mgr_map: dict[str, list] = {}
+        for cid, name in mgr_result.all():
+            mgr_map.setdefault(str(cid), []).append(name)
         for item in items:
-            item.primary_manager_name = mgr_map.get(str(item.id), None)
+            names = mgr_map.get(str(item.id), [])
+            item.primary_manager_name = "、".join(names) if names else None
 
     return CustomerListResponse(
         items=items,
@@ -399,6 +407,10 @@ async def create_customer(
     ))
     await db.commit()
 
+    # Audit log
+    await log_audit(db, "customer", customer.id, customer.name, "create", current_user["user_id"], current_user["name"])
+    await db.commit()
+
     result = await db.execute(
         select(Customer).where(Customer.id == customer.id).options(selectinload(Customer.contacts))
     )
@@ -470,6 +482,10 @@ async def update_customer(
 
     await db.commit()
 
+    # Audit log
+    await log_audit(db, "customer", uuid_mod.UUID(customer_id), customer.name, "update", current_user["user_id"], current_user["name"])
+    await db.commit()
+
     result = await db.execute(
         select(Customer).where(Customer.id == customer.id).options(selectinload(Customer.contacts))
     )
@@ -486,8 +502,12 @@ async def delete_customer(
     customer = result.scalar_one_or_none()
     if not customer:
         raise HTTPException(status_code=404, detail="Customer not found")
+    cust_name = customer.name
     await db.delete(customer)
     await db.commit()
+    # Audit log
+    await log_audit(db, "customer", uuid_mod.UUID(customer_id), cust_name, "delete", current_user["user_id"], current_user["name"])
+    await db.commit()
     return {"detail": "deleted"}
 
 
@@ -715,3 +735,33 @@ async def assign_manager(
     await db.commit()
     await db.refresh(assignment)
     return assignment
+
+
+@router.get("/{customer_id}/overdue-plans")
+async def get_overdue_plans(
+    customer_id: str,
+    current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+):
+    """Return the latest overdue (plan_date < today) and still '计划中' plan for a customer.
+    Used by the frontend to pre-fill visit forms with pending plan content."""
+    from app.utils.timezone import today_cst
+    today = today_cst()
+    result = await db.execute(
+        select(WorkPlan).where(
+            WorkPlan.customer_id == uuid_mod.UUID(customer_id),
+            WorkPlan.status == "计划中",
+            WorkPlan.plan_date < today,
+        ).order_by(WorkPlan.plan_date.desc()).limit(1)
+    )
+    plan = result.scalar_one_or_none()
+    if not plan:
+        return {"plan": None}
+    return {
+        "plan": {
+            "id": str(plan.id),
+            "plan_content": plan.plan_content,
+            "plan_date": str(plan.plan_date),
+            "manager_id": str(plan.manager_id),
+        }
+    }

backend/app/api/daily_notes.py

@@ -11,6 +11,7 @@ from app.models.user import User
 from app.schemas.daily_note import DailyNoteCreate, DailyNoteUpdate, DailyNoteOut
 from app.utils.timezone import today_cst, parse_date
 from app.utils.edit_log import compute_diff, append_entry, init_entry
+from app.utils.audit import log_audit
 
 router = APIRouter(prefix="/daily-notes", tags=["DailyNotes"])
 
@@ -30,6 +31,7 @@ async def _enrich(note: DailyNote, db: AsyncSession) -> dict:
 async def list_notes(
     date_from: Optional[str] = Query(None),
     date_to: Optional[str] = Query(None),
+    search: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -40,6 +42,8 @@ async def list_notes(
         query = query.where(DailyNote.note_date >= parse_date(date_from))
     if date_to:
         query = query.where(DailyNote.note_date <= parse_date(date_to))
+    if search:
+        query = query.where(DailyNote.content.ilike(f"%{search}%"))
     query = query.order_by(DailyNote.note_date.desc(), DailyNote.created_at.desc()).limit(100)
     result = await db.execute(query)
     return [await _enrich(n, db) for n in result.scalars().all()]
@@ -80,7 +84,7 @@ async def create_note(
     db: AsyncSession = Depends(get_db),
 ):
     note = DailyNote(
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
         note_date=parse_date(data.note_date),
         category=data.category,
         content=data.content,
@@ -90,6 +94,9 @@ async def create_note(
     db.add(note)
     await db.commit()
     await db.refresh(note)
+    # Audit log
+    await log_audit(db, "daily_note", note.id, f"{note.note_date} 纪要", "create", current_user["user_id"], current_user["name"])
+    await db.commit()
     return await _enrich(note, db)
 
 
@@ -108,6 +115,8 @@ async def update_note(
 
     old_snapshot = {"note_date": str(note.note_date), "category": note.category, "content": note.content, "time_range": note.time_range}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     if "note_date" in update_data and update_data["note_date"]:
         update_data["note_date"] = parse_date(update_data["note_date"])
     for k, v in update_data.items():
@@ -118,6 +127,9 @@ async def update_note(
         append_entry(note, current_user["name"], changes, getattr(data, "edit_reason", None))
     await db.commit()
     await db.refresh(note)
+    # Audit log
+    await log_audit(db, "daily_note", note.id, f"{note.note_date} 纪要", "update", current_user["user_id"], current_user["name"])
+    await db.commit()
     return await _enrich(note, db)
 
 
@@ -133,6 +145,10 @@ async def delete_note(
         raise HTTPException(status_code=404, detail="Not found")
     if current_user["role"] == "manager" and str(note.manager_id) != current_user["user_id"]:
         raise HTTPException(status_code=403, detail="Access denied")
+    note_date = str(note.note_date)
     await db.delete(note)
     await db.commit()
+    # Audit log
+    await log_audit(db, "daily_note", uuid.UUID(note_id), f"{note_date} 纪要", "delete", current_user["user_id"], current_user["name"])
+    await db.commit()
     return {"detail": "deleted"}

backend/app/api/dashboard.py

@@ -19,7 +19,7 @@ async def dashboard_stats(
 ):
     """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)
+    stats = await get_dashboard_stats(db, ref, current_user["user_id"], current_user["role"])
     return stats
 
 

backend/app/api/key_visits.py

@@ -2,7 +2,7 @@ import uuid
 from typing import Optional
 from fastapi import APIRouter, Depends, HTTPException, Query
 from sqlalchemy.ext.asyncio import AsyncSession
-from sqlalchemy import select
+from sqlalchemy import select, or_
 from app.database import get_db
 from app.middleware.auth import get_current_user, require_any_role
 from app.models.key_visit import KeyVisit
@@ -10,6 +10,7 @@ from app.models.customer import Customer
 from app.models.user import User
 from app.schemas.key_visit import KeyVisitCreate, KeyVisitUpdate, KeyVisitOut
 from app.utils.edit_log import compute_diff, append_entry, init_entry
+from app.utils.audit import log_audit
 
 router = APIRouter(prefix="/key-visits", tags=["KeyVisits"])
 
@@ -36,6 +37,8 @@ async def _enrich(k: KeyVisit, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_key_visits(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
+    search: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -44,11 +47,32 @@ async def list_key_visits(
         query = query.where(KeyVisit.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(KeyVisit.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, KeyVisit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
+    if search:
+        query = query.outerjoin(Customer, KeyVisit.customer_id == Customer.id).where(
+            or_(KeyVisit.description.ilike(f"%{search}%"), KeyVisit.planned_visitor.ilike(f"%{search}%"), Customer.name.ilike(f"%{search}%"))
+        )
     query = query.order_by(KeyVisit.planned_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(k, db) for k in result.scalars().all()]
 
 
+@router.get("/{item_id}")
+async def get_key_visit(
+    item_id: str,
+    current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+):
+    result = await db.execute(select(KeyVisit).where(KeyVisit.id == item_id))
+    k = result.scalar_one_or_none()
+    if not k:
+        raise HTTPException(status_code=404, detail="Not found")
+    if current_user["role"] == "manager" and str(k.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
+    return await _enrich(k, db)
+
+
 @router.post("/")
 async def create_key_visit(
     data: KeyVisitCreate,
@@ -63,12 +87,27 @@ async def create_key_visit(
         planned_date=data.planned_date,
         planned_visitor=data.planned_visitor,
         visit_target=data.visit_target,
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
     )
     init_entry(k, current_user["name"])
     db.add(k)
     await db.commit()
     await db.refresh(k)
+    # Audit log
+    cust = await db.execute(select(Customer.name).where(Customer.id == k.customer_id))
+    await log_audit(db, "key_visit", k.id, f"{cust.scalar_one_or_none() or ''} ({k.urgency_level})", "create", current_user["user_id"], current_user["name"])
+    await db.commit()
+    return await _enrich(k, db)
+
+
+@router.get("/{item_id}")
+async def get_key_visit(item_id: str, db: AsyncSession = Depends(get_db), current_user: dict = Depends(get_current_user)):
+    result = await db.execute(select(KeyVisit).where(KeyVisit.id == item_id))
+    k = result.scalar_one_or_none()
+    if not k:
+        raise HTTPException(status_code=404, detail="Not found")
+    if current_user["role"] == "manager" and str(k.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
     return await _enrich(k, db)
 
 
@@ -87,6 +126,10 @@ async def update_key_visit(
 
     old_snapshot = {"customer_id": str(k.customer_id), "urgency_level": k.urgency_level, "description": k.description, "progress_status": k.progress_status, "planned_date": k.planned_date, "planned_visitor": k.planned_visitor, "visit_target": k.visit_target}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
+    if "manager_id" in update_data and update_data["manager_id"]:
+        update_data["manager_id"] = uuid.UUID(update_data["manager_id"])
     for key, v in update_data.items():
         setattr(k, key, v)
     new_snapshot = {"customer_id": str(k.customer_id), "urgency_level": k.urgency_level, "description": k.description, "progress_status": k.progress_status, "planned_date": k.planned_date, "planned_visitor": k.planned_visitor, "visit_target": k.visit_target}
@@ -95,6 +138,10 @@ async def update_key_visit(
         append_entry(k, current_user["name"], changes, getattr(data, "edit_reason", None))
     await db.commit()
     await db.refresh(k)
+    # Audit log
+    cust = await db.execute(select(Customer.name).where(Customer.id == k.customer_id))
+    await log_audit(db, "key_visit", k.id, f"{cust.scalar_one_or_none() or ''} ({k.urgency_level})", "update", current_user["user_id"], current_user["name"])
+    await db.commit()
     return await _enrich(k, db)
 
 
@@ -110,6 +157,11 @@ async def delete_key_visit(
         raise HTTPException(status_code=404, detail="Not found")
     if current_user["role"] == "manager" and str(k.manager_id) != current_user["user_id"]:
         raise HTTPException(status_code=403, detail="Access denied")
+    cust = await db.execute(select(Customer.name).where(Customer.id == k.customer_id))
+    entity_name = f"{cust.scalar_one_or_none() or ''} ({k.urgency_level})"
     await db.delete(k)
     await db.commit()
+    # Audit log
+    await log_audit(db, "key_visit", uuid.UUID(item_id), entity_name, "delete", current_user["user_id"], current_user["name"])
+    await db.commit()
     return {"detail": "deleted"}

backend/app/api/leaves.py

@@ -43,6 +43,7 @@ async def create_leave(
             data=data.model_dump(),
             submitted_by=UUID(current_user["user_id"]),
             role=current_user["role"],
+            operator_name=current_user["name"],
         )
         return {
             "id": str(leave.id),
@@ -74,6 +75,7 @@ async def update_leave(
             data=data.model_dump(exclude_none=True),
             user_id=UUID(current_user["user_id"]),
             role=current_user["role"],
+            operator_name=current_user["name"],
         )
         return {
             "id": str(leave.id),
@@ -102,6 +104,7 @@ async def delete_leave(
             leave_id=leave_id,
             user_id=UUID(current_user["user_id"]),
             role=current_user["role"],
+            operator_name=current_user["name"],
         )
         if not ok:
             raise HTTPException(status_code=404, detail="请假记录不存在")

backend/app/api/mini_business.py

@@ -2,7 +2,7 @@ import uuid
 from typing import Optional
 from fastapi import APIRouter, Depends, HTTPException, Query
 from sqlalchemy.ext.asyncio import AsyncSession
-from sqlalchemy import select
+from sqlalchemy import select, or_
 from app.database import get_db
 from app.middleware.auth import get_current_user, require_any_role
 from app.models.mini_business import MiniBusiness
@@ -10,6 +10,7 @@ from app.models.customer import Customer
 from app.models.user import User
 from app.schemas.mini_business import MiniBusinessCreate, MiniBusinessUpdate, MiniBusinessOut
 from app.utils.edit_log import compute_diff, append_entry, init_entry
+from app.utils.audit import log_audit
 
 router = APIRouter(prefix="/mini-business", tags=["MiniBusiness"])
 
@@ -35,6 +36,8 @@ async def _enrich(m: MiniBusiness, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_mini_business(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
+    search: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -43,11 +46,32 @@ async def list_mini_business(
         query = query.where(MiniBusiness.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(MiniBusiness.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, MiniBusiness.customer_id == Customer.id).where(Customer.customer_type == customer_type)
+    if search:
+        query = query.outerjoin(Customer, MiniBusiness.customer_id == Customer.id).where(
+            or_(MiniBusiness.product_type.ilike(f"%{search}%"), MiniBusiness.follow_up_detail.ilike(f"%{search}%"), Customer.name.ilike(f"%{search}%"))
+        )
     query = query.order_by(MiniBusiness.expected_revenue_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(m, db) for m in result.scalars().all()]
 
 
+@router.get("/{item_id}")
+async def get_mini_business(
+    item_id: str,
+    current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+):
+    result = await db.execute(select(MiniBusiness).where(MiniBusiness.id == item_id))
+    m = result.scalar_one_or_none()
+    if not m:
+        raise HTTPException(status_code=404, detail="Not found")
+    if current_user["role"] == "manager" and str(m.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
+    return await _enrich(m, db)
+
+
 @router.post("/")
 async def create_mini_business(
     data: MiniBusinessCreate,
@@ -60,13 +84,28 @@ async def create_mini_business(
         amount=data.amount,
         follow_up_detail=data.follow_up_detail,
         status=data.status,
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
         expected_revenue_date=data.expected_revenue_date,
     )
     init_entry(m, current_user["name"])
     db.add(m)
     await db.commit()
     await db.refresh(m)
+    # Audit log
+    cust = await db.execute(select(Customer.name).where(Customer.id == m.customer_id))
+    await log_audit(db, "mini_business", m.id, f"{cust.scalar_one_or_none() or ''} ({m.product_type})", "create", current_user["user_id"], current_user["name"])
+    await db.commit()
+    return await _enrich(m, db)
+
+
+@router.get("/{item_id}")
+async def get_mini_business(item_id: str, db: AsyncSession = Depends(get_db), current_user: dict = Depends(get_current_user)):
+    result = await db.execute(select(MiniBusiness).where(MiniBusiness.id == item_id))
+    m = result.scalar_one_or_none()
+    if not m:
+        raise HTTPException(status_code=404, detail="Not found")
+    if current_user["role"] == "manager" and str(m.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
     return await _enrich(m, db)
 
 
@@ -85,14 +124,25 @@ async def update_mini_business(
 
     old_snapshot = {"customer_id": str(m.customer_id), "product_type": m.product_type, "amount": m.amount, "follow_up_detail": m.follow_up_detail, "status": m.status, "expected_revenue_date": m.expected_revenue_date}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
+    if "manager_id" in update_data and update_data["manager_id"]:
+        update_data["manager_id"] = uuid.UUID(update_data["manager_id"])
     for k, v in update_data.items():
         setattr(m, k, v)
+    # Auto-clear expected revenue date when status becomes 已流失
+    if m.status == "已流失" and m.expected_revenue_date:
+        m.expected_revenue_date = ""
     new_snapshot = {"customer_id": str(m.customer_id), "product_type": m.product_type, "amount": m.amount, "follow_up_detail": m.follow_up_detail, "status": m.status, "expected_revenue_date": m.expected_revenue_date}
     changes = compute_diff(old_snapshot, new_snapshot)
     if changes:
         append_entry(m, current_user["name"], changes, getattr(data, "edit_reason", None))
     await db.commit()
     await db.refresh(m)
+    # Audit log
+    cust = await db.execute(select(Customer.name).where(Customer.id == m.customer_id))
+    await log_audit(db, "mini_business", m.id, f"{cust.scalar_one_or_none() or ''} ({m.product_type})", "update", current_user["user_id"], current_user["name"])
+    await db.commit()
     return await _enrich(m, db)
 
 
@@ -108,6 +158,11 @@ async def delete_mini_business(
         raise HTTPException(status_code=404, detail="Not found")
     if current_user["role"] == "manager" and str(m.manager_id) != current_user["user_id"]:
         raise HTTPException(status_code=403, detail="Access denied")
+    cust = await db.execute(select(Customer.name).where(Customer.id == m.customer_id))
+    entity_name = f"{cust.scalar_one_or_none() or ''} ({m.product_type})"
     await db.delete(m)
     await db.commit()
+    # Audit log
+    await log_audit(db, "mini_business", uuid.UUID(item_id), entity_name, "delete", current_user["user_id"], current_user["name"])
+    await db.commit()
     return {"detail": "deleted"}

backend/app/api/mini_business_logs.py

@@ -0,0 +1,143 @@
+"""MiniBusinessLog CRUD API — follow-up log entries for mini business opportunities."""
+
+import uuid
+from fastapi import APIRouter, Depends, HTTPException
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+from app.database import get_db
+from app.middleware.auth import get_current_user, require_any_role
+from app.models.mini_business import MiniBusiness
+from app.models.mini_business_log import MiniBusinessLog
+from app.models.user import User
+from app.schemas.mini_business_log import (
+    MiniBusinessLogCreate, MiniBusinessLogUpdate, MiniBusinessLogOut,
+)
+
+router = APIRouter(prefix="/mini-business", tags=["MiniBusiness Logs"])
+
+
+async def _get_log(db: AsyncSession, log_id: str) -> MiniBusinessLog:
+    result = await db.execute(select(MiniBusinessLog).where(MiniBusinessLog.id == log_id))
+    log = result.scalar_one_or_none()
+    if not log:
+        raise HTTPException(status_code=404, detail="跟进记录不存在")
+    return log
+
+
+@router.get("/{business_id}/logs")
+async def list_logs(
+    business_id: str,
+    current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+):
+    """List follow-up logs for a mini business, newest first."""
+    # Verify business exists and user has access
+    mb = await db.get(MiniBusiness, business_id)
+    if not mb:
+        raise HTTPException(status_code=404, detail="商机不存在")
+    if current_user["role"] == "manager" and str(mb.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
+
+    result = await db.execute(
+        select(MiniBusinessLog)
+        .where(MiniBusinessLog.business_id == business_id)
+        .order_by(MiniBusinessLog.log_date.desc(), MiniBusinessLog.created_at.desc())
+    )
+    logs = result.scalars().all()
+
+    # Resolve creator names
+    user_ids = {log.created_by for log in logs}
+    users = (await db.execute(select(User).where(User.id.in_(user_ids)))).scalars().all()
+    user_map = {u.id: u.name for u in users}
+
+    return [
+        {
+            "id": log.id,
+            "business_id": log.business_id,
+            "log_date": str(log.log_date),
+            "method": log.method,
+            "content": log.content,
+            "created_by": log.created_by,
+            "created_by_name": user_map.get(log.created_by, ""),
+            "created_at": str(log.created_at) if log.created_at else None,
+        }
+        for log in logs
+    ]
+
+
+@router.post("/{business_id}/logs")
+async def create_log(
+    business_id: str,
+    data: MiniBusinessLogCreate,
+    current_user: dict = Depends(require_any_role),
+    db: AsyncSession = Depends(get_db),
+):
+    """Add a follow-up log entry."""
+    mb = await db.get(MiniBusiness, business_id)
+    if not mb:
+        raise HTTPException(status_code=404, detail="商机不存在")
+    if current_user["role"] == "manager" and str(mb.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
+
+    log = MiniBusinessLog(
+        business_id=uuid.UUID(business_id),
+        log_date=data.log_date,
+        method=data.method,
+        content=data.content,
+        created_by=uuid.UUID(current_user["user_id"]),
+    )
+    db.add(log)
+    await db.commit()
+    await db.refresh(log)
+
+    creator = await db.get(User, log.created_by)
+    return {
+        "id": log.id,
+        "business_id": log.business_id,
+        "log_date": str(log.log_date),
+        "method": log.method,
+        "content": log.content,
+        "created_by": log.created_by,
+        "created_by_name": creator.name if creator else "",
+        "created_at": str(log.created_at) if log.created_at else None,
+    }
+
+
+@router.put("/logs/{log_id}")
+async def update_log(
+    log_id: str,
+    data: MiniBusinessLogUpdate,
+    current_user: dict = Depends(require_any_role),
+    db: AsyncSession = Depends(get_db),
+):
+    """Update a follow-up log entry."""
+    log = await _get_log(db, log_id)
+
+    # Managers can only edit their own logs; directors/leaders can edit any
+    if current_user["role"] == "manager" and str(log.created_by) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
+
+    update_data = data.model_dump(exclude_unset=True)
+    for k, v in update_data.items():
+        setattr(log, k, v)
+
+    await db.commit()
+    await db.refresh(log)
+    return {"id": log.id, "log_date": str(log.log_date), "method": log.method, "content": log.content}
+
+
+@router.delete("/logs/{log_id}")
+async def delete_log(
+    log_id: str,
+    current_user: dict = Depends(require_any_role),
+    db: AsyncSession = Depends(get_db),
+):
+    """Delete a follow-up log entry."""
+    log = await _get_log(db, log_id)
+
+    if current_user["role"] == "manager" and str(log.created_by) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
+
+    await db.delete(log)
+    await db.commit()
+    return {"status": "deleted"}

backend/app/api/system_config.py

@@ -46,7 +46,10 @@ async def get_notification_time(db: AsyncSession) -> str:
 
 
 @router.get("")
-async def list_config(db: AsyncSession = Depends(get_db)):
+async def list_config(
+    current_user: dict = Depends(require_director),
+    db: AsyncSession = Depends(get_db),
+):
     """Return all system config as {key: value} dict."""
     result = await db.execute(select(SystemConfig))
     rows = result.scalars().all()

backend/app/api/upload.py

@@ -1,36 +1,100 @@
 import uuid
-from fastapi import APIRouter, Depends
+import io
+import warnings
+from datetime import date
+from pathlib import PurePosixPath
+from fastapi import APIRouter, Depends, File, HTTPException, UploadFile
+from PIL import Image, UnidentifiedImageError
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+from app.database import get_db
 from app.middleware.auth import get_current_user, require_any_role
-from app.services.minio_client import generate_presigned_upload_url, generate_presigned_download_url
+from app.services.minio_client import generate_presigned_download_url, put_validated_image
+from app.models.visit import Visit
 
 router = APIRouter(prefix="/upload", tags=["Upload"])
 
+_IMAGE_TYPES = {
+    "image/jpeg": "jpg",
+    "image/png": "png",
+    "image/webp": "webp",
+}
+MAX_IMAGE_BYTES = 10 * 1024 * 1024
+MAX_IMAGE_PIXELS = 25_000_000
 
-@router.post("/presigned-url")
-async def get_presigned_upload_url(
-    filename: str,
-    content_type: str = "image/jpeg",
+
+def validate_image_upload(filename: str, content_type: str) -> str:
+    """Validate image metadata before accepting bytes for server-side verification."""
+    if content_type.lower() not in _IMAGE_TYPES:
+        raise HTTPException(status_code=400, detail="Only JPEG, PNG, and WebP images are supported")
+    if PurePosixPath(filename).suffix.lower() not in {".jpg", ".jpeg", ".png", ".webp"}:
+        raise HTTPException(status_code=400, detail="Invalid image filename extension")
+    return _IMAGE_TYPES[content_type.lower()]
+
+
+def build_object_key(user_id: str, extension: str) -> str:
+    return f"uploads/{user_id}/{date.today().isoformat()}/{uuid.uuid4().hex}.{extension}"
+
+
+def is_owned_upload_key(object_key: str, user_id: str) -> bool:
+    path = PurePosixPath(object_key)
+    parts = path.parts
+    return (
+        len(parts) == 4
+        and parts[0] == "uploads"
+        and parts[1] == user_id
+        and ".." not in parts
+        and path.suffix.lower() in {".jpg", ".png", ".webp"}
+    )
+
+
+def normalize_image(image_bytes: bytes) -> bytes:
+    """Verify image bytes, enforce a pixel limit, and strip active/metadata content by re-encoding."""
+    if not image_bytes or len(image_bytes) > MAX_IMAGE_BYTES:
+        raise HTTPException(status_code=413, detail="Image must be between 1 byte and 10 MB")
+    try:
+        with warnings.catch_warnings():
+            warnings.simplefilter("error", Image.DecompressionBombWarning)
+            with Image.open(io.BytesIO(image_bytes)) as image:
+                image.verify()
+            with Image.open(io.BytesIO(image_bytes)) as image:
+                if image.width * image.height > MAX_IMAGE_PIXELS:
+                    raise HTTPException(status_code=413, detail="Image dimensions are too large")
+                normalized = image.convert("RGB")
+                output = io.BytesIO()
+                normalized.save(output, format="JPEG", quality=85, optimize=True)
+                return output.getvalue()
+    except HTTPException:
+        raise
+    except (Image.DecompressionBombError, Image.DecompressionBombWarning, OSError, UnidentifiedImageError, ValueError) as exc:
+        raise HTTPException(status_code=400, detail="Invalid image content") from exc
+
+
+@router.post("/image")
+async def upload_image(
+    file: UploadFile = File(...),
     current_user: dict = Depends(require_any_role),
 ):
-    """Get a presigned PUT URL for direct MinIO upload."""
-    import datetime
-    today = datetime.date.today().isoformat()
-    user_id = current_user["user_id"][:8]
-    object_key = f"{today}/{user_id}/{uuid.uuid4()}.jpg"
-
-    url = generate_presigned_upload_url(object_key)
-
-    return {
-        "upload_url": url,
-        "object_key": object_key,
-    }
+    """Validate and normalize an image before persisting it to private object storage."""
+    validate_image_upload(file.filename or "upload.jpg", file.content_type or "")
+    normalized = normalize_image(await file.read(MAX_IMAGE_BYTES + 1))
+    object_key = build_object_key(current_user["user_id"], "jpg")
+    put_validated_image(object_key, normalized)
+    return {"object_key": object_key}
 
 
 @router.get("/download-url")
 async def get_presigned_download_url(
     object_key: str,
     current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
 ):
     """Get a presigned GET URL for viewing a photo (1 hour validity)."""
+    result = await db.execute(select(Visit).where(Visit.photos.any(object_key)).limit(1))
+    visit = result.scalar_one_or_none()
+    if not visit:
+        raise HTTPException(status_code=404, detail="Photo not found")
+    if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
     url = generate_presigned_download_url(object_key)
     return {"download_url": url}

backend/app/api/users.py

@@ -7,6 +7,7 @@ from sqlalchemy import select
 from app.database import get_db
 from app.middleware.auth import get_current_user, require_director
 from app.models.user import User
+from app.utils.audit import log_audit
 from app.schemas.customer import UserOut
 
 router = APIRouter(prefix="/users", tags=["Users"])
@@ -78,6 +79,9 @@ async def update_user_role(
         user.color = data.color
     await db.commit()
     await db.refresh(user)
+    # Audit log
+    await log_audit(db, "user", uuid.UUID(user_id), user.name, "update", current_user["user_id"], current_user["name"], f"角色更新为 {data.role}")
+    await db.commit()
 
     return {
         "id": str(user.id),
@@ -143,6 +147,32 @@ async def delete_user(
     if not user:
         raise HTTPException(status_code=404, detail="User not found")
 
+    user_name = user.name
     await db.delete(user)
     await db.commit()
-    return {"detail": "deleted", "name": user.name}
+    # Audit log
+    await log_audit(db, "user", uuid.UUID(user_id), user_name, "delete", current_user["user_id"], current_user["name"])
+    await db.commit()
+    return {"detail": "deleted", "name": user_name}
+
+
+class UpdateThemeRequest(BaseModel):
+    theme: str  # editorial / light
+
+
+@router.put("/me/theme")
+async def update_my_theme(
+    data: UpdateThemeRequest,
+    current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+):
+    """Update the current user's theme preference."""
+    if data.theme not in ("editorial", "light"):
+        raise HTTPException(status_code=400, detail="Invalid theme")
+    result = await db.execute(select(User).where(User.id == uuid.UUID(current_user["user_id"])))
+    user = result.scalar_one_or_none()
+    if not user:
+        raise HTTPException(status_code=404, detail="User not found")
+    user.theme = data.theme
+    await db.commit()
+    return {"theme": user.theme}

backend/app/api/visits.py

@@ -3,7 +3,7 @@ from datetime import date, datetime
 from typing import Optional
 from fastapi import APIRouter, Depends, HTTPException, Query
 from sqlalchemy.ext.asyncio import AsyncSession
-from sqlalchemy import select, func
+from sqlalchemy import select, func, or_
 from app.database import get_db
 from app.middleware.auth import get_current_user, require_any_role
 from app.models.visit import Visit
@@ -12,11 +12,22 @@ from app.models.user import User
 from app.schemas.visit import VisitCreate, VisitUpdate, VisitOut, VisitListOut
 from app.utils.timezone import today_cst, parse_date
 from app.services.minio_client import delete_objects
+from app.api.upload import is_owned_upload_key
 from app.utils.edit_log import compute_diff, append_entry, init_entry
+from app.utils.audit import log_audit
 
 router = APIRouter(prefix="/visits", tags=["Visits"])
 
 
+def _validate_photo_keys(photo_keys: list[str], user_id: str, existing_keys: list[str] | None = None) -> None:
+    if len(photo_keys) > 9:
+        raise HTTPException(status_code=400, detail="A visit may contain at most 9 photos")
+    existing = set(existing_keys or [])
+    for key in photo_keys:
+        if key not in existing and not is_owned_upload_key(key, user_id):
+            raise HTTPException(status_code=400, detail="Invalid or unauthorized photo reference")
+
+
 async def _enrich_visit(visit: Visit, db: AsyncSession) -> dict:
     """Enrich a visit record with customer/manager names."""
     customer_name = None
@@ -51,6 +62,7 @@ async def _enrich_visit(visit: Visit, db: AsyncSession) -> dict:
         "photos": visit.photos,
         "manager_id": str(visit.manager_id),
         "manager_name": manager_name,
+        "visit_group_id": str(visit.visit_group_id) if visit.visit_group_id else None,
         "edit_log": visit.edit_log or [],
         "created_at": str(visit.created_at),
         "updated_at": str(visit.updated_at),
@@ -62,6 +74,8 @@ async def list_visits(
     date_from: Optional[str] = Query(None),
     date_to: Optional[str] = Query(None),
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
+    search: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -77,6 +91,12 @@ async def list_visits(
         query = query.where(Visit.visit_date <= parse_date(date_to))
     if customer_id:
         query = query.where(Visit.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, Visit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
+    if search:
+        query = query.outerjoin(Customer, Visit.customer_id == Customer.id).where(
+            or_(Visit.communication_content.ilike(f"%{search}%"), Visit.customer_demand.ilike(f"%{search}%"), Visit.visitor_name.ilike(f"%{search}%"), Customer.name.ilike(f"%{search}%"))
+        )
 
     query = query.order_by(Visit.visit_date.desc(), Visit.created_at.desc()).limit(200)
     result = await db.execute(query)
@@ -136,7 +156,9 @@ async def create_visit(
     current_user: dict = Depends(require_any_role),
     db: AsyncSession = Depends(get_db),
 ):
-    """Create a visit record. If companions are selected, creates draft copies for them."""
+    """Create a visit record. If companions are selected, creates full copies for them."""
+    _validate_photo_keys(data.photos, current_user["user_id"])
+    group_id = uuid.uuid4()
     visit = Visit(
         customer_id=data.customer_id,
         visit_date=parse_date(data.visit_date),
@@ -147,7 +169,8 @@ async def create_visit(
         companions=data.companions,
         companion_names=data.companion_names,
         photos=data.photos,
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
+        visit_group_id=group_id,
     )
     init_entry(visit, current_user["name"])
     db.add(visit)
@@ -161,34 +184,70 @@ async def create_visit(
         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),
+    from app.services.visits import auto_complete_work_plans
+    await auto_complete_work_plans(
+        db, data.customer_id, parse_date(data.visit_date),
+        current_user["name"], "拜访自动完成",
+    )
+
+    # Auto-create follow-up logs for active mini business opportunities
+    from app.models.mini_business import MiniBusiness
+    from app.models.mini_business_log import MiniBusinessLog
+    method_map = {"上门": "上门", "电话": "电话", "微信": "微信", "出差": "其他"}
+    active_biz = await db.execute(
+        select(MiniBusiness).where(
+            MiniBusiness.customer_id == data.customer_id,
+            MiniBusiness.status == "跟进中",
         )
     )
-    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
+    # Create full copies for companions (not blank drafts)
+    creator_name = current_user["name"]
     for companion_id in data.companions:
         if companion_id != uuid.UUID(current_user["user_id"]):
+            # Build companion's companions list: the creator + other companions excluding self
+            comp_companions = [uuid.UUID(current_user["user_id"])]
+            for cid in data.companions:
+                if cid != companion_id and cid not in comp_companions:
+                    comp_companions.append(cid)
             draft = Visit(
                 customer_id=data.customer_id,
                 visit_date=parse_date(data.visit_date),
                 visit_method=data.visit_method,
                 time_range=data.time_range,
-                communication_content="",  # Leave blank for companion to fill
-                customer_demand="",
-                companions=[],
-                photos=[],
+                visitor_name=data.visitor_name,
+                visitor_phone=data.visitor_phone,
+                communication_content=(data.communication_content or "") + f"（协同{creator_name}）",
+                customer_demand=data.customer_demand,
+                companions=comp_companions,
+                companion_names=[],
+                photos=data.photos,
                 manager_id=companion_id,
+                visit_group_id=group_id,
             )
+            init_entry(draft, current_user["name"])
             db.add(draft)
 
+    # Auto-create follow-up logs for active mini business opportunities
+    for biz in active_biz.scalars().all():
+        parts = []
+        if data.communication_content and data.communication_content.strip():
+            parts.append(f"沟通内容：{data.communication_content.strip()}")
+        if data.customer_demand and data.customer_demand.strip():
+            parts.append(f"客户需求：{data.customer_demand.strip()}")
+        log_content = "\n".join(parts) if parts else "拜访跟进"
+        follow_method = method_map.get(data.visit_method, "其他")
+        log = MiniBusinessLog(
+            business_id=biz.id,
+            log_date=parse_date(data.visit_date),
+            method=follow_method,
+            content=log_content,
+            created_by=uuid.UUID(current_user["user_id"]),
+        )
+        db.add(log)
+
+    # Audit log (before commit — part of same transaction)
+    cust = await db.execute(select(Customer.name).where(Customer.id == visit.customer_id))
+    await log_audit(db, "visit", visit.id, f"{cust.scalar_one_or_none() or ''} ({data.visit_date})", "create", current_user["user_id"], current_user["name"])
     await db.commit()
     await db.refresh(visit)
     return await _enrich_visit(visit, db)
@@ -209,17 +268,25 @@ async def update_visit(
     if current_user["role"] == "manager" and str(visit.manager_id) != current_user["user_id"]:
         raise HTTPException(status_code=403, detail="Access denied")
 
+    if data.photos is not None:
+        _validate_photo_keys(data.photos, current_user["user_id"], visit.photos or [])
+
     # Snapshot old values for diff
     old_snapshot = {
         "customer_id": str(visit.customer_id), "visit_date": str(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,
+        "manager_id": str(visit.manager_id) if visit.manager_id else "",
     }
 
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     if "visit_date" in update_data and update_data["visit_date"]:
         update_data["visit_date"] = parse_date(update_data["visit_date"])
+    if "manager_id" in update_data and update_data["manager_id"]:
+        update_data["manager_id"] = uuid.UUID(update_data["manager_id"])
 
     for key, value in update_data.items():
         setattr(visit, key, value)
@@ -230,13 +297,39 @@ async def update_visit(
         "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,
+        "manager_id": str(visit.manager_id) if visit.manager_id else "",
     }
     changes = compute_diff(old_snapshot, new_snapshot)
     if changes:
         append_entry(visit, current_user["name"], changes, getattr(data, "edit_reason", None))
 
+    # Auto-complete matching work plans when visit date or customer changes
+    from app.models.work_plan import WorkPlan
+    plans_result = await db.execute(
+        select(WorkPlan).where(
+            WorkPlan.customer_id == visit.customer_id,
+            WorkPlan.status == "计划中",
+            WorkPlan.plan_date <= visit.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": "拜访更新自动完成"}])
+
+    # Audit log (before commit — part of same transaction)
+    cust = await db.execute(select(Customer.name).where(Customer.id == visit.customer_id))
+    await log_audit(db, "visit", visit.id, f"{cust.scalar_one_or_none() or ''} ({visit.visit_date})", "update", current_user["user_id"], current_user["name"], ", ".join(changes.keys()) if changes else "")
     await db.commit()
     await db.refresh(visit)
+
+    # Auto-complete matching work plans after visit update
+    from app.services.visits import auto_complete_work_plans
+    await auto_complete_work_plans(
+        db, visit.customer_id, visit.visit_date,
+        current_user["name"], "拜访更新自动完成",
+    )
+    await db.commit()
+
     return await _enrich_visit(visit, db)
 
 
@@ -261,6 +354,10 @@ async def delete_visit(
     if visit.photos:
         delete_objects(visit.photos)
 
+    # Snapshot entity name before deletion
+    cust_name_result = await db.execute(select(Customer.name).where(Customer.id == customer_id))
+    entity_name = f"{cust_name_result.scalar_one_or_none() or ''} ({visit.visit_date})"
+
     await db.delete(visit)
 
     # Recalculate customer's last_visit_date from remaining visits
@@ -274,7 +371,6 @@ async def delete_visit(
     if cust:
         if new_latest:
             cust.last_visit_date = new_latest
-            # Keep the existing manager if date unchanged, or find who made the latest visit
             latest_visit = await db.execute(
                 select(Visit).where(
                     Visit.customer_id == customer_id,
@@ -288,5 +384,7 @@ async def delete_visit(
             cust.last_visit_date = None
             cust.last_visit_manager_id = None
 
+    # Audit log (before final commit — part of same transaction)
+    await log_audit(db, "visit", uuid.UUID(visit_id), entity_name, "delete", current_user["user_id"], current_user["name"])
     await db.commit()
     return {"detail": "deleted"}

backend/app/api/wecom.py

@@ -1,16 +1,19 @@
 import hashlib
+import hmac
 import struct
 import base64
 import uuid
-import xml.etree.ElementTree as ET
 from typing import Optional
+from cryptography.hazmat.primitives.ciphers import Cipher, algorithms, modes
+from defusedxml import ElementTree as ET
 from fastapi import APIRouter, Depends, HTTPException, Query, Request
-from fastapi.responses import PlainTextResponse
+from fastapi.responses import PlainTextResponse, HTMLResponse
 from pydantic import BaseModel
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy import select
+from sqlalchemy.exc import IntegrityError
 from app.config import settings
-from app.database import get_db
+from app.database import async_session, get_db
 from app.middleware.auth import get_current_user, require_director
 from app.models.user import User
 from app.services.wecom import wecom_client, store_bind_token, consume_bind_token
@@ -37,17 +40,20 @@ class BindConfirmRequest(BaseModel):
 def _verify_signature(token: str, timestamp: str, nonce: str, encrypted: str, signature: str) -> bool:
     items = sorted([token, timestamp, nonce, encrypted])
     raw = "".join(items)
-    return hashlib.sha1(raw.encode()).hexdigest() == signature
+    # The WeCom callback protocol mandates SHA-1; compare_digest avoids timing leaks.
+    expected = hashlib.sha1(raw.encode(), usedforsecurity=False).hexdigest()
+    return hmac.compare_digest(expected, signature)
 
 
 def _decrypt_msg(encrypted: str) -> str:
     """Decrypt WeChat Work callback message. Returns plaintext XML."""
     key = base64.b64decode(settings.WECOM_ENCODING_AES_KEY + "=")
     ciphertext = base64.b64decode(encrypted)
-    from Crypto.Cipher import AES
-    cipher = AES.new(key, AES.MODE_CBC, iv=key[:16])
-    plaintext = cipher.decrypt(ciphertext)
+    decryptor = Cipher(algorithms.AES(key), modes.CBC(key[:16])).decryptor()
+    plaintext = decryptor.update(ciphertext) + decryptor.finalize()
     pad_len = plaintext[-1]
+    if pad_len < 1 or pad_len > 32 or plaintext[-pad_len:] != bytes([pad_len]) * pad_len:
+        raise ValueError("Invalid callback padding")
     plaintext = plaintext[:-pad_len]
     msg_len = struct.unpack(">I", plaintext[16:20])[0]
     return plaintext[20:20 + msg_len].decode("utf-8")
@@ -111,26 +117,25 @@ async def wecom_callback_event(request: Request):
 
     import logging
     _log = logging.getLogger("wecom_callback")
-    _log.warning(f"wecom msg: type={msg_type} from={from_user} content={repr(content)} event={event} key={event_key}")
+    _log.info("wecom callback received: type=%s event=%s key=%s", msg_type, event, event_key)
 
     # Triggers for binding
     if (msg_type == "text" and content == "绑定") or (msg_type == "event" and event == "click" and event_key == "BIND_ACCOUNT"):
-        _log.warning(f"wecom bind triggered for {from_user}")
-        _handle_bind_request(from_user)
+        _log.info("wecom bind triggered")
+        await _handle_bind_request(from_user)
         return PlainTextResponse(content="success")
 
-    _log.warning(f"wecom msg ignored (no match)")
+    _log.info("wecom message ignored (no matching action)")
     return PlainTextResponse(content="success")
 
 
-def _handle_bind_request(wecom_userid: str):
+async def _handle_bind_request(wecom_userid: str):
     """Generate bind token, store it, and push a bind link to the user."""
     if not wecom_userid:
         return
 
-    import asyncio
-
-    bind_token = store_bind_token(wecom_userid)
+    async with async_session() as db:
+        bind_token = await store_bind_token(db, wecom_userid)
 
     content = (
         f"【账号绑定】\n\n"
@@ -139,16 +144,7 @@ def _handle_bind_request(wecom_userid: str):
         f"绑定后可使用企微一键登录，并接收填报提醒通知。"
     )
 
-    try:
-        # Must run async in sync context
-        loop = asyncio.get_event_loop()
-    except RuntimeError:
-        loop = asyncio.new_event_loop()
-        asyncio.set_event_loop(loop)
-
-    loop.run_until_complete(
-        wecom_client.send_text_message([wecom_userid], content)
-    )
+    await wecom_client.send_text_message([wecom_userid], content)
 
 
 # ── Bind confirmation (JWT-protected) ──
@@ -163,7 +159,7 @@ async def bind_confirm(
     if not data.token:
         raise HTTPException(status_code=400, detail="token 不能为空")
 
-    wecom_userid = consume_bind_token(data.token)
+    wecom_userid = await consume_bind_token(db, data.token)
     if not wecom_userid:
         raise HTTPException(status_code=400, detail="绑定链接已过期或无效，请重新在企微发送「绑定」")
 
@@ -181,7 +177,11 @@ async def bind_confirm(
     )
     user = result.scalar_one()
     user.wecom_userid = wecom_userid
-    await db.commit()
+    try:
+        await db.commit()
+    except IntegrityError as exc:
+        await db.rollback()
+        raise HTTPException(status_code=409, detail="该企业微信已绑定其他账号") from exc
 
     return {"code": 200, "msg": "绑定成功", "wecom_userid": wecom_userid}
 
@@ -248,12 +248,13 @@ async def test_message(
 @router.post("/setup-menu")
 async def setup_menu(current_user: dict = Depends(require_director)):
     """Create the standard app menu (开始填报 view + 绑定账号 click)."""
+    oauth_url = _build_oauth_url()
     buttons = [
-        {"type": "view", "name": "开始填报", "url": "https://qj.dhdx.fun/m"},
+        {"type": "view", "name": "开始填报", "url": oauth_url},
         {"type": "click", "name": "绑定账号", "key": "BIND_ACCOUNT"},
     ]
     success = await wecom_client.create_menu(buttons)
-    return {"success": success, "message": "菜单已部署 (view + click)" if success else "菜单创建失败"}
+    return {"success": success, "message": "菜单已部署 (含静默登录)" if success else "菜单创建失败"}
 
 
 @router.get("/menu")
@@ -271,3 +272,91 @@ async def trigger_daily_check(
     """Manually trigger the daily reporting check (for testing or manual use)."""
     result = await check_daily_reporting(db)
     return result
+
+
+# ── OAuth silent login ──
+
+import urllib.parse
+from app.services.auth import build_token_for_user
+
+
+def _build_oauth_url(redirect_path: str = "/m") -> str:
+    """Build the WeChat Work OAuth2 authorize URL (snsapi_base = silent).
+    The redirect target is encoded in the 'state' param to avoid query-string issues
+    with the OAuth redirect_uri validation."""
+    if not settings.WECOM_CORP_ID:
+        return f"https://qj.dhdx.fun{redirect_path}"
+    params = urllib.parse.urlencode({
+        "appid": settings.WECOM_CORP_ID,
+        "redirect_uri": "https://qj.dhdx.fun/api/wecom/oauth-callback",
+        "response_type": "code",
+        "scope": "snsapi_base",
+        "agentid": settings.WECOM_AGENT_ID,
+        "state": f"r={urllib.parse.quote(redirect_path)}",
+    })
+    return f"https://open.weixin.qq.com/connect/oauth2/authorize?{params}#wechat_redirect"
+
+
+@router.get("/oauth-url")
+async def get_oauth_url(redirect: str = Query("/m")):
+    """Redirect to the WeChat Work OAuth authorize URL (silent login)."""
+    from fastapi.responses import RedirectResponse
+    return RedirectResponse(url=_build_oauth_url(redirect))
+
+
+@router.get("/oauth-callback")
+async def oauth_callback(
+    code: str = Query(...),
+    state: str = Query(""),
+    db: AsyncSession = Depends(get_db),
+):
+    """WeChat Work OAuth2 callback — exchange code for userid, find bound user, auto-login."""
+    # Parse redirect target from state param: "r=%2Fm"
+    redirect = "/m"
+    if state.startswith("r="):
+        redirect = urllib.parse.unquote(state[2:])
+
+    # Exchange code for wecom userinfo
+    userinfo = await wecom_client.get_userinfo_by_code(code)
+    if not userinfo:
+        raise HTTPException(status_code=400, detail="Failed to exchange code with WeChat Work")
+
+    wecom_userid = userinfo.get("UserId") or userinfo.get("userid")
+    if not wecom_userid:
+        raise HTTPException(status_code=400, detail="Could not get userid from WeChat Work")
+
+    # Find bound user (case-insensitive — WeChat Work userids may vary in case)
+    from sqlalchemy import func as sa_func
+    result = await db.execute(
+        select(User).where(sa_func.lower(User.wecom_userid) == wecom_userid.lower())
+    )
+    user = result.scalar_one_or_none()
+    if not user:
+        # Not bound — generate a one-time bind token and redirect to bind page
+        bind_token = await store_bind_token(db, wecom_userid)
+        bind_url = f"https://qj.dhdx.fun/wecom-bind?token={bind_token}&wecom_userid={wecom_userid}"
+        from fastapi.responses import RedirectResponse
+        return RedirectResponse(url=bind_url)
+
+    # Issue JWT and auto-login via HTML page — saves credentials to localStorage, then redirects
+    token = build_token_for_user(user)
+    import json as _json
+    auth_data = _json.dumps({
+        "token": token,
+        "userId": str(user.id),
+        "userName": user.name,
+        "userRole": user.role,
+        "theme": user.theme or "editorial",
+    }, ensure_ascii=False)
+    frontend_url = f"https://qj.dhdx.fun{redirect}"
+    html = f"""<!DOCTYPE html><html><head><meta charset="utf-8"><title>登录中...</title></head>
+<body><script>
+var d = {auth_data};
+localStorage.setItem('token', d.token);
+localStorage.setItem('userId', d.userId);
+localStorage.setItem('userName', d.userName);
+localStorage.setItem('userRole', d.userRole);
+localStorage.setItem('theme', d.theme);
+window.location.replace({_json.dumps(frontend_url)});
+</script></body></html>"""
+    return HTMLResponse(content=html, status_code=200)

backend/app/api/work_plans.py

@@ -3,7 +3,7 @@ from datetime import date
 from typing import Optional
 from fastapi import APIRouter, Depends, HTTPException, Query
 from sqlalchemy.ext.asyncio import AsyncSession
-from sqlalchemy import select
+from sqlalchemy import select, or_
 from app.database import get_db
 from app.middleware.auth import get_current_user, require_any_role
 from app.utils.timezone import parse_date
@@ -35,6 +35,8 @@ async def _enrich(wp: WorkPlan, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_work_plans(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
+    search: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -43,11 +45,32 @@ async def list_work_plans(
         query = query.where(WorkPlan.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(WorkPlan.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, WorkPlan.customer_id == Customer.id).where(Customer.customer_type == customer_type)
+    if search:
+        query = query.outerjoin(Customer, WorkPlan.customer_id == Customer.id).where(
+            or_(WorkPlan.plan_content.ilike(f"%{search}%"), Customer.name.ilike(f"%{search}%"))
+        )
     query = query.order_by(WorkPlan.plan_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(w, db) for w in result.scalars().all()]
 
 
+@router.get("/{item_id}")
+async def get_work_plan(
+    item_id: str,
+    current_user: dict = Depends(get_current_user),
+    db: AsyncSession = Depends(get_db),
+):
+    result = await db.execute(select(WorkPlan).where(WorkPlan.id == item_id))
+    wp = result.scalar_one_or_none()
+    if not wp:
+        raise HTTPException(status_code=404, detail="Not found")
+    if current_user["role"] == "manager" and str(wp.manager_id) != current_user["user_id"]:
+        raise HTTPException(status_code=403, detail="Access denied")
+    return await _enrich(wp, db)
+
+
 @router.post("/")
 async def create_work_plan(
     data: WorkPlanCreate,
@@ -58,7 +81,7 @@ async def create_work_plan(
         customer_id=data.customer_id,
         plan_content=data.plan_content,
         plan_date=parse_date(data.plan_date),
-        manager_id=uuid.UUID(current_user["user_id"]),
+        manager_id=data.manager_id if (current_user["role"] in ("director", "leader") and data.manager_id) else uuid.UUID(current_user["user_id"]),
         status=data.status,
     )
     init_entry(wp, current_user["name"])
@@ -83,6 +106,8 @@ async def update_work_plan(
 
     old_snapshot = {"customer_id": str(wp.customer_id), "plan_content": wp.plan_content, "plan_date": str(wp.plan_date), "status": wp.status}
     update_data = data.model_dump(exclude_unset=True)
+    if current_user["role"] not in ("director", "leader"):
+        update_data.pop("manager_id", None)
     if "plan_date" in update_data and update_data["plan_date"]:
         update_data["plan_date"] = parse_date(update_data["plan_date"])
     for k, v in update_data.items():

backend/app/config.py

@@ -1,15 +1,18 @@
-from pydantic_settings import BaseSettings
+from pydantic_settings import BaseSettings, SettingsConfigDict
 from typing import Optional
 
 
 class Settings(BaseSettings):
+    model_config = SettingsConfigDict(env_file=".env", env_file_encoding="utf-8")
     # App
     APP_NAME: str = "企迹-政企周报管理系统"
-    DEBUG: bool = True
-    SECRET_KEY: str = "change-me-in-production"
+    ENVIRONMENT: str = "production"
+    DEBUG: bool = False
+    SECRET_KEY: str = ""
 
     # Database
-    DATABASE_URL: str = "postgresql+asyncpg://postgres:postgres@localhost:5432/qiji"
+    # A syntactically valid non-working placeholder keeps tooling imports side-effect free.
+    DATABASE_URL: str = "postgresql+asyncpg://qiji_app:invalid@localhost:5432/qiji"
 
     # JWT
     JWT_ALGORITHM: str = "HS256"
@@ -24,11 +27,11 @@ class Settings(BaseSettings):
     CASDOOR_APPLICATION: str = "qiji-weekly-report"
 
     # MinIO
-    MINIO_ENDPOINT: str = "localhost:9000"
-    MINIO_ACCESS_KEY: str = "minioadmin"
-    MINIO_SECRET_KEY: str = "minioadmin"
+    MINIO_ENDPOINT: str = ""
+    MINIO_ACCESS_KEY: str = ""
+    MINIO_SECRET_KEY: str = ""
     MINIO_BUCKET: str = "qiji-photos"
-    MINIO_SECURE: bool = False
+    MINIO_SECURE: bool = True
 
     # WeChat Work
     WECOM_CORP_ID: str = ""
@@ -47,9 +50,25 @@ class Settings(BaseSettings):
     # CORS
     CORS_ORIGINS: list[str] = ["http://localhost:5173", "http://localhost:3000"]
 
-    class Config:
-        env_file = ".env"
-        env_file_encoding = "utf-8"
-
-
 settings = Settings()
+
+
+def validate_security_settings() -> None:
+    """Reject unsafe or incomplete configuration before the application starts."""
+    if settings.ENVIRONMENT.lower() == "development":
+        return
+
+    invalid = []
+    if len(settings.SECRET_KEY) < 32 or settings.SECRET_KEY in {"change-me-in-production", ""}:
+        invalid.append("SECRET_KEY")
+    if not settings.DATABASE_URL or "postgres:postgres@" in settings.DATABASE_URL or ":invalid@" in settings.DATABASE_URL:
+        invalid.append("DATABASE_URL")
+    if not settings.MINIO_ENDPOINT or not settings.MINIO_ACCESS_KEY or not settings.MINIO_SECRET_KEY:
+        invalid.append("MINIO configuration")
+    if settings.MINIO_ACCESS_KEY == "minioadmin" or settings.MINIO_SECRET_KEY == "minioadmin":
+        invalid.append("MINIO default credentials")
+    if not settings.MINIO_SECURE:
+        invalid.append("MINIO_SECURE")
+
+    if invalid:
+        raise RuntimeError(f"Unsafe production configuration: {', '.join(invalid)}")

backend/app/main.py

@@ -2,11 +2,11 @@ from contextlib import asynccontextmanager
 from fastapi import FastAPI
 from fastapi.middleware.cors import CORSMiddleware
 from sqlalchemy import select
-from app.config import settings
-from app.database import engine, Base, async_session
+from app.config import settings, validate_security_settings
+from app.database import engine, 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, system_config, leaves
+from app.api import auth, users, customers, visits, work_plans, mini_business, mini_business_logs, key_visits
+from app.api import dashboard, upload, export, import_data, wecom, daily_notes, ai_summary, system_config, leaves, audit
 from app.models.system_config import SystemConfig
 from app.services.holidays import refresh_holidays
 from app.services.scheduler_manager import start_scheduler, shutdown_scheduler
@@ -14,67 +14,7 @@ from app.services.scheduler_manager import start_scheduler, shutdown_scheduler
 
 @asynccontextmanager
 async def lifespan(app: FastAPI):
-    # Startup: create tables if not exists (for dev convenience)
-    async with engine.begin() as conn:
-        await conn.run_sync(Base.metadata.create_all)
-        # Add columns that may be missing from older tables
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE customers ADD COLUMN IF NOT EXISTS remarks TEXT DEFAULT ''"
-        ))
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE visits ADD COLUMN IF NOT EXISTS visitor_name VARCHAR(50) DEFAULT ''"
-        ))
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE visits ADD COLUMN IF NOT EXISTS visitor_phone VARCHAR(20) DEFAULT ''"
-        ))
-        # edit_log columns for change tracking
-        for tbl in ["visits", "daily_notes", "work_plans", "mini_business", "key_visits"]:
-            await conn.run_sync(lambda c, t=tbl: c.exec_driver_sql(
-                f"ALTER TABLE {t} ADD COLUMN IF NOT EXISTS edit_log JSONB DEFAULT '[]'"
-            ))
-        # New columns for v0.3
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE users ADD COLUMN IF NOT EXISTS require_report BOOLEAN DEFAULT TRUE"
-        ))
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_date DATE"
-        ))
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_manager_id UUID"
-        ))
-        # New columns for v0.4
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE visits ADD COLUMN IF NOT EXISTS companion_names TEXT[] DEFAULT '{}'"
-        ))
-        # v0.6 — manager color tag
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "ALTER TABLE users ADD COLUMN IF NOT EXISTS color VARCHAR(7)"
-        ))
-        # system_config table for v0.5
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "CREATE TABLE IF NOT EXISTS system_config (key VARCHAR(64) PRIMARY KEY, value TEXT DEFAULT '')"
-        ))
-        # leaves table for v0.7
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "CREATE TABLE IF NOT EXISTS leaves ("
-            "  id UUID PRIMARY KEY DEFAULT gen_random_uuid(),"
-            "  manager_id UUID NOT NULL REFERENCES users(id),"
-            "  leave_type VARCHAR(20) NOT NULL DEFAULT '事假',"
-            "  start_date DATE NOT NULL,"
-            "  end_date DATE NOT NULL,"
-            "  reason VARCHAR(500) DEFAULT '',"
-            "  submitted_by UUID NOT NULL REFERENCES users(id),"
-            "  created_at TIMESTAMPTZ DEFAULT now(),"
-            "  updated_at TIMESTAMPTZ DEFAULT now()"
-            ")"
-        ))
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "CREATE INDEX IF NOT EXISTS idx_leaves_manager_id ON leaves(manager_id)"
-        ))
-        await conn.run_sync(lambda c: c.exec_driver_sql(
-            "CREATE INDEX IF NOT EXISTS idx_leaves_dates ON leaves(start_date, end_date)"
-        ))
-
+    validate_security_settings()
     # Read notification_time from DB (or use default 17:30)
     notification_hour, notification_minute = 17, 30
     async with async_session() as db:
@@ -123,6 +63,7 @@ app.include_router(customers.router, prefix="/api")
 app.include_router(visits.router, prefix="/api")
 app.include_router(work_plans.router, prefix="/api")
 app.include_router(mini_business.router, prefix="/api")
+app.include_router(mini_business_logs.router, prefix="/api")
 app.include_router(key_visits.router, prefix="/api")
 app.include_router(dashboard.router, prefix="/api")
 app.include_router(leaves.router, prefix="/api")
@@ -133,6 +74,7 @@ app.include_router(wecom.router, prefix="/api")
 app.include_router(daily_notes.router, prefix="/api")
 app.include_router(ai_summary.router, prefix="/api")
 app.include_router(system_config.router, prefix="/api")
+app.include_router(audit.router, prefix="/api")
 
 
 @app.get("/health")

backend/app/models/__init__.py

@@ -10,6 +10,8 @@ from app.models.daily_note import DailyNote
 from app.models.ai_summary import AISummary
 from app.models.system_config import SystemConfig
 from app.models.leave import Leave
+from app.models.wecom_bind_token import WecomBindToken
+from app.models.mini_business_log import MiniBusinessLog
 
 __all__ = [
     "User",
@@ -19,9 +21,11 @@ __all__ = [
     "Visit",
     "WorkPlan",
     "MiniBusiness",
+    "MiniBusinessLog",
     "KeyVisit",
     "DailyNote",
     "AISummary",
     "SystemConfig",
     "Leave",
+    "WecomBindToken",
 ]

backend/app/models/audit_log.py

@@ -0,0 +1,21 @@
+import uuid
+from datetime import datetime
+from sqlalchemy import String, DateTime, func
+from sqlalchemy.orm import Mapped, mapped_column
+from sqlalchemy.dialects.postgresql import UUID, JSONB
+from app.database import Base
+
+
+class AuditLog(Base):
+    __tablename__ = "audit_logs"
+
+    id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
+    entity_type: Mapped[str] = mapped_column(String(30))
+    entity_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True))
+    entity_name: Mapped[str] = mapped_column(String(200), default="")
+    action: Mapped[str] = mapped_column(String(10))  # create / update / delete
+    operator_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True))
+    operator_name: Mapped[str] = mapped_column(String(50), default="")
+    summary: Mapped[str | None] = mapped_column(String(500), nullable=True)
+    details: Mapped[dict | None] = mapped_column(JSONB, nullable=True)
+    created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())

backend/app/models/customer.py

@@ -11,6 +11,7 @@ class Customer(Base):
 
     id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
     name: Mapped[str] = mapped_column(String(200), index=True)
+    customer_type: Mapped[str] = mapped_column(String(20), default="unit")
     industry: Mapped[str] = mapped_column(String(100), default="")
     address: Mapped[str] = mapped_column(String(500), default="")
     in_use_services: Mapped[str] = mapped_column(Text, default="")

backend/app/models/mini_business.py

@@ -1,9 +1,13 @@
 import uuid
+from typing import TYPE_CHECKING
 from sqlalchemy import String, Text, ForeignKey
-from sqlalchemy.orm import Mapped, mapped_column
+from sqlalchemy.orm import Mapped, mapped_column, relationship
 from sqlalchemy.dialects.postgresql import UUID, JSONB
 from app.database import Base
 
+if TYPE_CHECKING:
+    from app.models.mini_business_log import MiniBusinessLog
+
 
 class MiniBusiness(Base):
     __tablename__ = "mini_business"
@@ -17,3 +21,5 @@ class MiniBusiness(Base):
     manager_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("users.id"), index=True)
     expected_revenue_date: Mapped[str] = mapped_column(String(50), default="")
     edit_log: Mapped[list] = mapped_column(JSONB, default=list)
+
+    logs: Mapped[list["MiniBusinessLog"]] = relationship(back_populates="business", cascade="all, delete-orphan")

backend/app/models/mini_business_log.py

@@ -0,0 +1,30 @@
+"""MiniBusinessLog — follow-up log entries for mini business opportunities."""
+
+import uuid
+from datetime import date, datetime
+from sqlalchemy import String, Date, DateTime, ForeignKey, Text, func
+from sqlalchemy.dialects.postgresql import UUID
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+from app.database import Base
+
+
+class MiniBusinessLog(Base):
+    __tablename__ = "mini_business_logs"
+
+    id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True), primary_key=True, default=uuid.uuid4
+    )
+    business_id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True), ForeignKey("mini_business.id", ondelete="CASCADE"), index=True
+    )
+    log_date: Mapped[date] = mapped_column(Date)
+    method: Mapped[str] = mapped_column(String(20), default="电话")
+    content: Mapped[str] = mapped_column(Text, default="")
+    created_by: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True), ForeignKey("users.id")
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), server_default=func.now()
+    )
+
+    business: Mapped["MiniBusiness"] = relationship(back_populates="logs")

backend/app/models/user.py

@@ -17,4 +17,5 @@ class User(Base):
     wecom_userid: Mapped[str | None] = mapped_column(String(100), unique=True, nullable=True)
     require_report: Mapped[bool] = mapped_column(default=True, server_default="true")
     color: Mapped[str | None] = mapped_column(String(7), nullable=True)  # e.g. "#C62828"
+    theme: Mapped[str] = mapped_column(String(20), default="editorial", server_default="editorial")  # editorial / light
     created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())

backend/app/models/visit.py

@@ -22,6 +22,7 @@ class Visit(Base):
     companion_names: Mapped[list] = mapped_column(ARRAY(Text), default=list)
     photos: Mapped[list | None] = mapped_column(ARRAY(Text), nullable=True)
     manager_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("users.id"), index=True)
+    visit_group_id: Mapped[uuid.UUID | None] = mapped_column(UUID(as_uuid=True), nullable=True, index=True)
     edit_log: Mapped[list] = mapped_column(JSONB, default=list)
     created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())
     updated_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now(), onupdate=func.now())

backend/app/models/wecom_bind_token.py

@@ -0,0 +1,18 @@
+from datetime import datetime
+
+from sqlalchemy import DateTime, String, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.database import Base
+
+
+class WecomBindToken(Base):
+    """A single-use, expiring binding token issued after a verified WeCom callback."""
+
+    __tablename__ = "wecom_bind_tokens"
+
+    token: Mapped[str] = mapped_column(String(64), primary_key=True)
+    wecom_userid: Mapped[str] = mapped_column(String(100), index=True)
+    expires_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), index=True)
+    consumed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
+    created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())

backend/app/schemas/customer.py

@@ -45,6 +45,7 @@ class ContactOut(BaseModel):
 # ── Customer ──
 class CustomerCreate(BaseModel):
     name: str
+    customer_type: str = "unit"
     industry: str = ""
     address: str = ""
     in_use_services: str = ""
@@ -56,6 +57,7 @@ class CustomerCreate(BaseModel):
 
 class CustomerUpdate(BaseModel):
     name: Optional[str] = None
+    customer_type: Optional[str] = None
     industry: Optional[str] = None
     address: Optional[str] = None
     in_use_services: Optional[str] = None
@@ -67,6 +69,7 @@ class CustomerUpdate(BaseModel):
 class CustomerOut(BaseModel):
     id: uuid.UUID
     name: str
+    customer_type: str = "unit"
     industry: str
     address: str
     in_use_services: str
@@ -84,6 +87,7 @@ class CustomerOut(BaseModel):
 class CustomerListOut(BaseModel):
     id: uuid.UUID
     name: str
+    customer_type: str = "unit"
     industry: str
     in_use_services: str
     primary_manager_name: Optional[str] = None

backend/app/schemas/daily_note.py

@@ -9,6 +9,7 @@ class DailyNoteCreate(BaseModel):
     category: str = "其他"
     content: str = ""
     time_range: str = ""
+    manager_id: Optional[uuid.UUID] = None
 
 
 class DailyNoteUpdate(BaseModel):
@@ -16,6 +17,7 @@ class DailyNoteUpdate(BaseModel):
     category: Optional[str] = None
     content: Optional[str] = None
     time_range: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class DailyNoteOut(BaseModel):

backend/app/schemas/key_visit.py

@@ -11,6 +11,7 @@ class KeyVisitCreate(BaseModel):
     planned_date: str = ""
     planned_visitor: str = ""
     visit_target: str = ""
+    manager_id: Optional[uuid.UUID] = None
 
 
 class KeyVisitUpdate(BaseModel):
@@ -21,6 +22,7 @@ class KeyVisitUpdate(BaseModel):
     planned_date: Optional[str] = None
     planned_visitor: Optional[str] = None
     visit_target: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class KeyVisitOut(BaseModel):

backend/app/schemas/mini_business.py

@@ -10,6 +10,7 @@ class MiniBusinessCreate(BaseModel):
     follow_up_detail: str = ""
     status: str = "跟进中"
     expected_revenue_date: str = ""
+    manager_id: Optional[uuid.UUID] = None
 
 
 class MiniBusinessUpdate(BaseModel):
@@ -19,6 +20,7 @@ class MiniBusinessUpdate(BaseModel):
     follow_up_detail: Optional[str] = None
     status: Optional[str] = None
     expected_revenue_date: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class MiniBusinessOut(BaseModel):

backend/app/schemas/mini_business_log.py

@@ -0,0 +1,33 @@
+"""MiniBusinessLog Pydantic schemas."""
+
+from datetime import date, datetime
+from uuid import UUID
+from typing import Optional
+from pydantic import BaseModel, Field
+
+FOLLOW_UP_METHODS = ["电话", "微信", "上门", "邮件", "其他"]
+
+
+class MiniBusinessLogCreate(BaseModel):
+    log_date: date
+    method: str = Field(default="电话", pattern="^(电话|微信|上门|邮件|其他)$")
+    content: str = ""
+
+
+class MiniBusinessLogUpdate(BaseModel):
+    log_date: Optional[date] = None
+    method: Optional[str] = Field(default=None, pattern="^(电话|微信|上门|邮件|其他)$")
+    content: Optional[str] = None
+
+
+class MiniBusinessLogOut(BaseModel):
+    id: UUID
+    business_id: UUID
+    log_date: date
+    method: str
+    content: str
+    created_by: UUID
+    created_by_name: str = ""
+    created_at: datetime | None = None
+
+    model_config = {"from_attributes": True}

backend/app/schemas/user.py

@@ -9,6 +9,7 @@ class TokenResponse(BaseModel):
     user_id: str
     name: str
     role: str
+    theme: str = "editorial"
 
 
 class WecomLoginRequest(BaseModel):

backend/app/schemas/visit.py

@@ -16,6 +16,7 @@ class VisitCreate(BaseModel):
     companions: list[uuid.UUID] = []
     companion_names: list[str] = []
     photos: list[str] = []
+    manager_id: Optional[uuid.UUID] = None  # director/leader can specify
 
 
 class VisitUpdate(BaseModel):
@@ -28,8 +29,10 @@ class VisitUpdate(BaseModel):
     communication_content: Optional[str] = None
     customer_demand: Optional[str] = None
     companions: Optional[list[uuid.UUID]] = None
+    manager_id: Optional[uuid.UUID] = None
     companion_names: Optional[list[str]] = None
     photos: Optional[list[str]] = None
+    manager_id: Optional[str] = None
 
 
 class VisitOut(BaseModel):
@@ -46,6 +49,7 @@ class VisitOut(BaseModel):
     companion_names: list[str] = []
     photos: Optional[list[str]] = None
     manager_id: uuid.UUID
+    visit_group_id: Optional[str] = None
     created_at: datetime
     updated_at: datetime
     # Joined fields

backend/app/schemas/work_plan.py

@@ -9,6 +9,7 @@ class WorkPlanCreate(BaseModel):
     plan_content: str = ""
     plan_date: str  # "YYYY-MM-DD"
     status: str = "计划中"
+    manager_id: Optional[uuid.UUID] = None
 
 
 class WorkPlanUpdate(BaseModel):
@@ -16,6 +17,7 @@ class WorkPlanUpdate(BaseModel):
     plan_content: Optional[str] = None
     plan_date: Optional[str] = None
     status: Optional[str] = None
+    manager_id: Optional[uuid.UUID] = None
 
 
 class WorkPlanOut(BaseModel):

backend/app/services/auth.py

@@ -49,12 +49,12 @@ async def exchange_casdoor_code(code: str) -> dict | None:
                 "code": code,
             }, timeout=10)
             if resp.status_code != 200:
-                logger.error(f"[Casdoor] token exchange failed: status={resp.status_code}, body={resp.text[:500]}")
+                logger.error("[Casdoor] token exchange failed: status=%s", resp.status_code)
                 return None
             token_data = resp.json()
             access_token = token_data.get("access_token", "")
             if not access_token:
-                logger.error(f"[Casdoor] no access_token in response: {token_data}")
+                logger.error("[Casdoor] token exchange response did not contain an access token")
                 return None
         except Exception as e:
             logger.error(f"[Casdoor] token exchange exception: {e}")
@@ -67,7 +67,7 @@ async def exchange_casdoor_code(code: str) -> dict | None:
                 "Authorization": f"Bearer {access_token}"
             }, timeout=10)
             if resp.status_code != 200:
-                logger.error(f"[Casdoor] userinfo failed: status={resp.status_code}, body={resp.text[:500]}")
+                logger.error("[Casdoor] userinfo failed: status=%s", resp.status_code)
                 return None
             return resp.json()
         except Exception as e:
@@ -103,4 +103,5 @@ def build_token_for_user(user: User) -> str:
         "name": user.name,
         "role": user.role,
         "department": user.department,
+        "theme": user.theme or "editorial",
     })

backend/app/services/dashboard.py

@@ -12,7 +12,7 @@ from app.models.key_visit import KeyVisit
 from app.models.daily_note import DailyNote
 from app.models.leave import Leave
 from app.services.holidays import load_holiday_sets
-from app.utils.timezone import today_cst, is_working_day
+from app.utils.timezone import today_cst, is_working_day, parse_date
 
 
 def get_week_range(reference_date: date | None = None):
@@ -22,13 +22,14 @@ def get_week_range(reference_date: date | None = None):
     return monday, sunday
 
 
-async def get_dashboard_stats(db: AsyncSession, reference_date: date | None = None) -> dict:
+async def get_dashboard_stats(db: AsyncSession, reference_date: date | None = None, user_id: str = "", role: str = "") -> 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(
-        select(func.count(Visit.id)).where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
+        select(func.count(func.distinct(func.coalesce(Visit.visit_group_id, Visit.id))))
+        .where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
     )).scalar() or 0
 
     plans_count = (await db.execute(
@@ -50,12 +51,22 @@ async def get_dashboard_stats(db: AsyncSession, reference_date: date | None = No
         )
     )).scalar() or 0
 
+    # Overdue plans (status=计划中, plan_date < today). Managers see only own.
+    overdue_q = select(func.count(WorkPlan.id)).where(
+        WorkPlan.status == "计划中",
+        WorkPlan.plan_date < today,
+    )
+    if role == "manager":
+        overdue_q = overdue_q.where(WorkPlan.manager_id == UUID(user_id))
+    overdue_plans = (await db.execute(overdue_q)).scalar() or 0
+
     return {
         "week_visits": visits_count,
         "work_plans": plans_count,
         "mini_business": mini_biz_count,
         "key_visits": key_visit_count,
         "week_leaves": leaves_count,
+        "overdue_plans": overdue_plans,
         "week_start": str(monday),
         "week_end": str(sunday),
     }
@@ -121,10 +132,14 @@ async def get_reporting_progress(db: AsyncSession, reference_date: date | None =
             } if leave else None,
         })
 
-    # Check today's reporting — visits OR daily notes
-    today_visits = await db.execute(
-        select(Visit.manager_id).where(Visit.visit_date == today)
+    # Check today's reporting — visits (direct + companions) OR daily notes
+    from sqlalchemy import union_all
+    today_direct = select(Visit.manager_id).where(Visit.visit_date == today)
+    today_companion = select(func.unnest(Visit.companions).label("manager_id")).where(
+        Visit.visit_date == today, Visit.companions.isnot(None)
     )
+    today_combined = union_all(today_direct, today_companion).subquery()
+    today_visits = await db.execute(select(today_combined.c.manager_id))
     today_notes = await db.execute(
         select(DailyNote.manager_id).where(DailyNote.note_date == today)
     )
@@ -162,40 +177,75 @@ async def get_weekly_report(
     # ── Visits ──
     visit_query = select(Visit).where(Visit.visit_date >= monday, Visit.visit_date <= sunday)
     if role == "manager":
-        visit_query = visit_query.where(Visit.manager_id == user_id)
+        visit_query = visit_query.where(
+            (Visit.manager_id == user_id) | (Visit.companions.any(user_id))
+        )
     elif filter_manager_id:
-        visit_query = visit_query.where(Visit.manager_id == filter_manager_id)
+        visit_query = visit_query.where(
+            (Visit.manager_id == filter_manager_id) | (Visit.companions.any(filter_manager_id))
+        )
     if filter_customer_id:
         visit_query = visit_query.where(Visit.customer_id == filter_customer_id)
     visit_query = visit_query.order_by(Visit.visit_date.desc())
     visits_result = await db.execute(visit_query)
     visits = visits_result.scalars().all()
 
-    visits_data = []
+    # Group visits by visit_group_id (or id for solo visits)
+    groups: dict[str, list] = {}
     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),
-            "customer_name": customer_map.get(v.customer_id, ""),
-            "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 [],
+        gid = str(v.visit_group_id) if v.visit_group_id else str(v.id)
+        groups.setdefault(gid, []).append(v)
+
+    visits_data = []
+    for gid, gvisits in groups.items():
+        # Determine the "primary" — the creator's record (not a companion copy)
+        def _is_companion_copy(v) -> bool:
+            content = (v.communication_content or "").strip()
+            # New-style: has "（协同XXX）" suffix
+            if content.endswith("）") and "（协同" in content:
+                return True
+            # Old-style: empty draft created for companion
+            if not content:
+                return True
+            return False
+        creator_records = [v for v in gvisits if not _is_companion_copy(v)]
+        primary = creator_records[0] if creator_records else gvisits[0]
+        companion_names_resolved = [user_map.get(c, str(c)) for c in (primary.companions or [])]
+        companion_names_resolved.extend(primary.companion_names or [])
+
+        merged = {
+            "id": str(primary.id),
+            "customer_id": str(primary.customer_id),
+            "customer_name": customer_map.get(primary.customer_id, ""),
+            "visit_date": str(primary.visit_date),
+            "visit_method": primary.visit_method,
+            "time_range": primary.time_range,
+            "visitor_name": primary.visitor_name or "",
+            "visitor_phone": primary.visitor_phone or "",
+            "visit_group_id": gid if len(gvisits) > 1 else None,
+            "companions": [str(c) for c in (primary.companions or [])],
+            "companion_names": primary.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),
-        })
+            "communication_content": primary.communication_content,
+            "customer_demand": primary.customer_demand,
+            "photos": primary.photos or [],
+            "manager_id": str(primary.manager_id),
+            "manager_name": user_map.get(primary.manager_id, ""),
+            "edit_log": primary.edit_log or [],
+            "created_at": str(primary.created_at),
+            "participants": [
+                {
+                    "manager_id": str(v.manager_id),
+                    "manager_name": user_map.get(v.manager_id, ""),
+                    "role": "primary" if v is primary else "companion",
+                    "communication_content": v.communication_content,
+                    "customer_demand": v.customer_demand,
+                    "photos": v.photos or [],
+                }
+                for v in gvisits
+            ],
+        }
+        visits_data.append(merged)
 
     # ── Work Plans ──
     wp_query = select(WorkPlan)

backend/app/services/excel_import.py

@@ -203,6 +203,13 @@ async def import_from_excel(db: AsyncSession, file_bytes: bytes, manager_id: uui
                 db.add(visit)
                 stats["visits"] += 1
 
+                # Auto-complete matching work plans
+                from app.services.visits import auto_complete_work_plans
+                await auto_complete_work_plans(
+                    db, customer_id, visit_date,
+                    mgr_name, "旧周报导入自动完成",
+                )
+
                 # Update customer's last_visit_date for light board
                 cust = await db.get(Customer, customer_id)
                 if cust and (not cust.last_visit_date or visit_date > cust.last_visit_date):

backend/app/services/leaves.py

@@ -5,6 +5,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from app.models.leave import Leave
 from app.models.user import User
 from app.utils.timezone import today_cst
+from app.utils.audit import log_audit
 from app.services.dashboard import get_week_range
 
 
@@ -88,6 +89,7 @@ async def create_leave(
     data: dict,
     submitted_by: UUID,
     role: str,
+    operator_name: str = "",
 ) -> Leave:
     """Create leave. Manager can only create for self; director can create for anyone."""
     if role == "manager":
@@ -108,6 +110,9 @@ async def create_leave(
     db.add(leave)
     await db.commit()
     await db.refresh(leave)
+    # Audit log
+    await log_audit(db, "leave", leave.id, f"{leave.leave_type} ({leave.start_date}~{leave.end_date})", "create", str(submitted_by), operator_name)
+    await db.commit()
     return leave
 
 
@@ -117,6 +122,7 @@ async def update_leave(
     data: dict,
     user_id: UUID,
     role: str,
+    operator_name: str = "",
 ) -> Leave:
     """Update leave. Director can edit any; manager can edit own submitted leaves."""
     leave = await get_leave_by_id(db, leave_id)
@@ -136,6 +142,9 @@ async def update_leave(
 
     await db.commit()
     await db.refresh(leave)
+    # Audit log
+    await log_audit(db, "leave", leave.id, f"{leave.leave_type} ({leave.start_date}~{leave.end_date})", "update", str(user_id), operator_name)
+    await db.commit()
     return leave
 
 
@@ -144,6 +153,7 @@ async def delete_leave(
     leave_id: UUID,
     user_id: UUID,
     role: str,
+    operator_name: str = "",
 ) -> bool:
     """Delete leave. Director can delete any; manager can delete own submitted leaves."""
     leave = await get_leave_by_id(db, leave_id)
@@ -154,8 +164,12 @@ async def delete_leave(
         if str(leave.submitted_by) != str(user_id):
             raise PermissionError("客户经理只能删除自己提交的请假")
 
+    entity_name = f"{leave.leave_type} ({leave.start_date}~{leave.end_date})"
     await db.delete(leave)
     await db.commit()
+    # Audit log
+    await log_audit(db, "leave", leave_id, entity_name, "delete", str(user_id), operator_name)
+    await db.commit()
     return True
 
 

backend/app/services/light_board.py

@@ -85,19 +85,34 @@ async def get_light_board(
         for m in visible_managers
     }
 
-    # ── All customers with their last visit per manager ──
-    # Subquery: latest visit date + method per (manager_id, customer_id)
+    # ── All customers with their last visit per manager (including companions) ──
+    # UNION direct + companions (unnested), then DISTINCT ON to get the latest per (manager, customer)
+    from sqlalchemy import union_all, distinct
+    direct = select(
+        Visit.manager_id, Visit.customer_id, Visit.visit_date, Visit.visit_method,
+    )
+    companion = select(
+        func.unnest(Visit.companions).label("manager_id"),
+        Visit.customer_id,
+        Visit.visit_date,
+        Visit.visit_method,
+    ).where(Visit.companions.isnot(None))
+    combined = union_all(direct, companion).subquery()
+
+    # Get latest visit (date + method) per (manager_id, customer_id) using DISTINCT ON
     latest_visit = (
         select(
-            Visit.manager_id,
-            Visit.customer_id,
-            func.max(Visit.visit_date).label("last_visit_date"),
+            combined.c.manager_id,
+            combined.c.customer_id,
+            combined.c.visit_date.label("last_visit_date"),
+            combined.c.visit_method,
         )
-        .group_by(Visit.manager_id, Visit.customer_id)
+        .distinct(combined.c.manager_id, combined.c.customer_id)
+        .order_by(combined.c.manager_id, combined.c.customer_id, combined.c.visit_date.desc())
         .subquery()
     )
 
-    # Join: assignments → customers → latest_visit → visits (for method)
+    # Join: assignments → customers → latest_visit
     rows = await db.execute(
         select(
             CustomerAssignment.manager_id,
@@ -108,18 +123,13 @@ async def get_light_board(
             Customer.in_use_services,
             Customer.monthly_fee,
             latest_visit.c.last_visit_date,
-            Visit.visit_method,
+            latest_visit.c.visit_method,
         )
         .join(Customer, Customer.id == CustomerAssignment.customer_id)
         .outerjoin(latest_visit, and_(
             latest_visit.c.manager_id == CustomerAssignment.manager_id,
             latest_visit.c.customer_id == CustomerAssignment.customer_id,
         ))
-        .outerjoin(Visit, and_(
-            Visit.manager_id == CustomerAssignment.manager_id,
-            Visit.customer_id == CustomerAssignment.customer_id,
-            Visit.visit_date == latest_visit.c.last_visit_date,
-        ))
         .where(CustomerAssignment.role == "primary")
         .order_by(Customer.name)
     )

backend/app/services/minio_client.py

@@ -1,4 +1,5 @@
 from datetime import timedelta
+from io import BytesIO
 from minio import Minio
 from app.config import settings
 
@@ -20,10 +21,16 @@ def get_minio_client() -> Minio:
     return _client
 
 
-def generate_presigned_upload_url(object_key: str, expires: int = 600) -> str:
-    """Generate a presigned PUT URL for direct upload to MinIO."""
+def put_validated_image(object_key: str, image_bytes: bytes) -> None:
+    """Store a normalized image only after the API has validated its content."""
     client = get_minio_client()
-    return client.presigned_put_object(settings.MINIO_BUCKET, object_key, expires=timedelta(seconds=expires))
+    client.put_object(
+        settings.MINIO_BUCKET,
+        object_key,
+        BytesIO(image_bytes),
+        length=len(image_bytes),
+        content_type="image/jpeg",
+    )
 
 
 def generate_presigned_download_url(object_key: str, expires: int = 3600) -> str:

backend/app/services/scheduler.py

@@ -80,33 +80,33 @@ async def check_daily_reporting(db: AsyncSession) -> dict:
                     f"📋 今日填报提醒\n\n{desc}\n未填报：{names_text}\n\n请尽快完成填报 🙏\nhttps://qj.dhdx.fun/m",
                 )
 
-    # 2. Send summary to director
+    # 2. Send summary to directors/leaders only (not broadcast to @all)
     directors = await db.execute(
         select(User).where(User.role.in_(["director", "leader"]), User.wecom_userid.isnot(None))
     )
-    for d in directors.scalars().all():
-        if managers:
-            effective_total = len(managers) - len(on_leave_names)
-            if effective_total > 0:
-                pct = len(reported_map) / effective_total * 100
-            else:
-                pct = 100.0
-            leave_note = ""
-            if on_leave_names:
-                leave_note = f"\n> 请假中（已豁免）：{len(on_leave_names)}人\n"
-                leave_note += "".join(f"- {n} (请假)\n" for n in on_leave_names)
-            summary = (
-                f"## 📊 今日填报汇总\n\n"
-                f"> 日期：{today}\n"
-                f"> 填报率：**{pct:.0f}%** ({len(reported_map)}/{effective_total})\n"
-            )
-            if leave_note:
-                summary += leave_note + "\n"
-            if not_reported:
-                summary += "**未填报：**\n" + "".join(f"- {m.name}\n" for m in not_reported)
-            else:
-                summary += "✅ 全体已完成今日填报"
-            await wecom_client.send_markdown_message(summary)  # broadcast for director visibility
+    director_ids = [d.wecom_userid for d in directors.scalars().all()]
+    if managers and director_ids:
+        effective_total = len(managers) - len(on_leave_names)
+        if effective_total > 0:
+            pct = len(reported_map) / effective_total * 100
+        else:
+            pct = 100.0
+        leave_note = ""
+        if on_leave_names:
+            leave_note = f"\n> 请假中（已豁免）：{len(on_leave_names)}人\n"
+            leave_note += "".join(f"- {n} (请假)\n" for n in on_leave_names)
+        summary = (
+            f"## 📊 今日填报汇总\n\n"
+            f"> 日期：{today}\n"
+            f"> 填报率：**{pct:.0f}%** ({len(reported_map)}/{effective_total})\n"
+        )
+        if leave_note:
+            summary += leave_note + "\n"
+        if not_reported:
+            summary += "**未填报：**\n" + "".join(f"- {m.name}\n" for m in not_reported)
+        else:
+            summary += "✅ 全体已完成今日填报"
+        await wecom_client.send_markdown_message(summary, user_ids=director_ids)
 
     return {
         "status": "ok",
@@ -168,9 +168,33 @@ async def check_overdue_plans(db: AsyncSession) -> dict:
 
         await wecom_client.send_text_message([user.wecom_userid], content)
 
+    # ── Auto-cancel overdue plans that have no matching visit ──
+    from app.utils.edit_log import append_entry as append_edit_log
+    auto_cancelled = 0
+    for plan in overdue:
+        has_visit = await db.execute(
+            select(Visit).where(
+                Visit.customer_id == plan.customer_id,
+                Visit.visit_date >= plan.plan_date,
+            )
+        )
+        if not has_visit.scalar():
+            plan.status = "已取消"
+            append_edit_log(plan, "系统", [{
+                "field": "status",
+                "from": "计划中",
+                "to": "已取消",
+                "reason": "逾期自动取消",
+            }])
+            auto_cancelled += 1
+
+    if auto_cancelled:
+        await db.commit()
+
     return {
         "status": "ok",
         "date": str(today),
         "overdue": len(overdue),
+        "auto_cancelled": auto_cancelled,
         "managers_affected": len(by_manager),
     }

backend/app/services/scheduler_manager.py

@@ -9,7 +9,7 @@ def get_scheduler() -> AsyncIOScheduler:
     """Lazy-init and return the global scheduler."""
     global _scheduler
     if _scheduler is None:
-        _scheduler = AsyncIOScheduler()
+        _scheduler = AsyncIOScheduler(timezone="Asia/Shanghai")
     return _scheduler
 
 
@@ -28,7 +28,7 @@ async def reschedule_daily_check(hour: int, minute: int):
         async with async_session() as db:
             await check_daily_reporting(db)
 
-    sched.add_job(_wrapper, "cron", hour=hour, minute=minute, id="daily_check")
+    sched.add_job(_wrapper, "cron", hour=hour, minute=minute, id="daily_check", timezone="Asia/Shanghai")
 
 
 def start_scheduler(notification_hour: int = 17, notification_minute: int = 30):
@@ -46,8 +46,8 @@ def start_scheduler(notification_hour: int = 17, notification_minute: int = 30):
         async with async_session() as db:
             await check_overdue_plans(db)
 
-    sched.add_job(_daily, "cron", hour=notification_hour, minute=notification_minute, id="daily_check")
-    sched.add_job(_overdue, "cron", hour=9, minute=0, id="overdue_check")
+    sched.add_job(_daily, "cron", hour=notification_hour, minute=notification_minute, id="daily_check", timezone="Asia/Shanghai")
+    sched.add_job(_overdue, "cron", hour=9, minute=0, id="overdue_check", timezone="Asia/Shanghai")
     sched.start()
 
 

backend/app/services/visits.py

@@ -0,0 +1,40 @@
+"""Visit service — shared logic for visit creation, update, and import."""
+
+from uuid import UUID
+from datetime import date
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+from app.models.work_plan import WorkPlan
+from app.utils.edit_log import append_entry
+
+
+async def auto_complete_work_plans(
+    db: AsyncSession,
+    customer_id: UUID,
+    visit_date: date,
+    editor_name: str,
+    reason: str = "拜访自动完成",
+) -> int:
+    """Auto-complete matching work plans when a visit is created/updated/imported.
+
+    Matches by: same customer_id + status=="计划中" + plan_date <= visit_date.
+    Returns the number of plans completed.
+    """
+    plans_result = await db.execute(
+        select(WorkPlan).where(
+            WorkPlan.customer_id == customer_id,
+            WorkPlan.status == "计划中",
+            WorkPlan.plan_date <= visit_date,
+        )
+    )
+    count = 0
+    for plan in plans_result.scalars().all():
+        plan.status = "已完成"
+        append_entry(plan, editor_name, [{
+            "field": "status",
+            "from": "计划中",
+            "to": "已完成",
+            "reason": reason,
+        }])
+        count += 1
+    return count

backend/app/services/wecom.py

@@ -1,30 +1,42 @@
+import asyncio
 import time
 import uuid
+from datetime import datetime, timedelta, timezone
 import httpx
+from sqlalchemy import delete, update
+from sqlalchemy.ext.asyncio import AsyncSession
 from app.config import settings
+from app.models.wecom_bind_token import WecomBindToken
 
-# In-memory bind token store (TTL 600s).  Replace with Redis if scaling to multiple workers.
-_bind_tokens: dict[str, tuple[str, float]] = {}  # token → (wecom_userid, expires_at)
-
-
-def store_bind_token(wecom_userid: str, ttl: int = 600) -> str:
-    """Store a bind token → wecom_userid mapping. Returns the token."""
+async def store_bind_token(db: AsyncSession, wecom_userid: str, ttl: int = 600) -> str:
+    """Persist a one-time bind token so it works across application workers."""
     token = uuid.uuid4().hex
-    _bind_tokens[token] = (wecom_userid, time.time() + ttl)
-    # Cleanup expired tokens
-    now = time.time()
-    for k in list(_bind_tokens):
-        if _bind_tokens[k][1] < now:
-            del _bind_tokens[k]
+    now = datetime.now(timezone.utc)
+    await db.execute(delete(WecomBindToken).where(WecomBindToken.expires_at < now))
+    db.add(WecomBindToken(
+        token=token,
+        wecom_userid=wecom_userid,
+        expires_at=now + timedelta(seconds=ttl),
+    ))
+    await db.commit()
     return token
 
 
-def consume_bind_token(token: str) -> str | None:
-    """Lookup and consume a bind token. Returns wecom_userid or None."""
-    entry = _bind_tokens.pop(token, None)
-    if entry and entry[1] > time.time():
-        return entry[0]
-    return None
+async def consume_bind_token(db: AsyncSession, token: str) -> str | None:
+    """Atomically consume an unexpired binding token and return its WeCom user ID."""
+    now = datetime.now(timezone.utc)
+    result = await db.execute(
+        update(WecomBindToken)
+        .where(
+            WecomBindToken.token == token,
+            WecomBindToken.consumed_at.is_(None),
+            WecomBindToken.expires_at > now,
+        )
+        .values(consumed_at=now)
+        .returning(WecomBindToken.wecom_userid)
+    )
+    await db.commit()
+    return result.scalar_one_or_none()
 
 
 class WecomClient:
@@ -80,14 +92,14 @@ class WecomClient:
 
                     if errcode == 45009:
                         if attempt < max_retries - 1:
-                            time.sleep(1 * (attempt + 1))
+                            await asyncio.sleep(1 * (attempt + 1))
                             continue
 
                     last_error = data
             except (httpx.TimeoutException, httpx.ConnectError) as e:
                 last_error = {"errcode": -1, "errmsg": str(e)}
                 if attempt < max_retries - 1:
-                    time.sleep(0.5 * (attempt + 1))
+                    await asyncio.sleep(0.5 * (attempt + 1))
 
         raise Exception(f"WeCom API error after {max_retries} retries: {last_error}")
 
@@ -127,13 +139,14 @@ class WecomClient:
         except Exception:
             return False
 
-    async def send_markdown_message(self, content: str) -> bool:
-        """Send a markdown message to all users in the app (broadcast)."""
+    async def send_markdown_message(self, content: str, user_ids: list[str] | None = None) -> bool:
+        """Send a markdown message. If user_ids is provided, send to those users; otherwise broadcast to @all."""
         if not settings.WECOM_AGENT_ID:
             return False
         try:
+            touser = "|".join(user_ids) if user_ids else "@all"
             body = {
-                "touser": "@all",
+                "touser": touser,
                 "msgtype": "markdown",
                 "agentid": int(settings.WECOM_AGENT_ID),
                 "markdown": {"content": content},

backend/app/utils/audit.py

@@ -0,0 +1,30 @@
+"""Audit log utility — write once, query forever."""
+import uuid
+from sqlalchemy.ext.asyncio import AsyncSession
+from app.models.audit_log import AuditLog
+
+
+async def log_audit(
+    db: AsyncSession,
+    entity_type: str,
+    entity_id: uuid.UUID,
+    entity_name: str,
+    action: str,  # create / update / delete
+    operator_id: str,
+    operator_name: str,
+    summary: str = "",
+    details: dict | None = None,
+):
+    """Write an audit log entry."""
+    entry = AuditLog(
+        entity_type=entity_type,
+        entity_id=entity_id,
+        entity_name=entity_name,
+        action=action,
+        operator_id=uuid.UUID(operator_id),
+        operator_name=operator_name,
+        summary=summary or f"{'创建了' if action == 'create' else '更新了' if action == 'update' else '删除了'} {entity_name}",
+        details=details or {},
+    )
+    db.add(entry)
+    # Don't commit here — let the caller handle it as part of their transaction

backend/app/utils/security.py

@@ -1,6 +1,7 @@
 from datetime import datetime, timedelta, timezone
 from typing import Optional
-from jose import jwt, JWTError
+import jwt
+from jwt import InvalidTokenError
 from app.config import settings
 
 
@@ -15,5 +16,5 @@ def decode_token(token: str) -> Optional[dict]:
     try:
         payload = jwt.decode(token, settings.SECRET_KEY, algorithms=[settings.JWT_ALGORITHM])
         return payload
-    except JWTError:
+    except InvalidTokenError:
         return None

backend/pyproject.toml

@@ -0,0 +1,11 @@
+[tool.ruff]
+target-version = "py312"
+
+[tool.ruff.lint]
+# Fail CI for parse errors and undefined names. Broader style cleanup is tracked
+# separately because the existing codebase has a substantial legacy backlog.
+select = ["E9", "F63", "F7", "F82"]
+
+[tool.ruff.lint.per-file-ignores]
+# SQLAlchemy resolves these relationship targets from strings after model import.
+"app/models/*.py" = ["F821"]

backend/requirements.txt

@@ -1,15 +1,17 @@
-fastapi==0.115.6
+fastapi==0.140.7
 uvicorn[standard]==0.34.0
 sqlalchemy[asyncio]==2.0.36
 asyncpg==0.30.0
 alembic==1.14.0
 pydantic==2.10.3
 pydantic-settings==2.7.0
-python-jose[cryptography]==3.3.0
+PyJWT==2.13.0
 httpx==0.28.1
-python-multipart==0.0.18
+python-multipart==0.0.32
 minio==7.2.10
 openpyxl==3.1.5
 apscheduler==3.11.0
-python-dotenv==1.0.1
-pycryptodome
+python-dotenv==1.2.2
+cryptography==49.0.0
+defusedxml==0.7.1
+Pillow==12.3.0

backend/tests/test_api_security.py

@@ -0,0 +1,59 @@
+from io import BytesIO
+from unittest.mock import patch
+
+from fastapi import FastAPI
+from fastapi.testclient import TestClient
+from PIL import Image
+
+from app.api import system_config, upload
+
+
+def _png_bytes() -> bytes:
+    buffer = BytesIO()
+    Image.new("RGB", (8, 8), color=(10, 20, 30)).save(buffer, format="PNG")
+    return buffer.getvalue()
+
+
+def _upload_client(authenticated: bool) -> TestClient:
+    app = FastAPI()
+    app.include_router(upload.router)
+    if authenticated:
+        app.dependency_overrides[upload.require_any_role] = lambda: {
+            "user_id": "a2d4447f-7b67-4304-ad9a-953007e75ef2",
+            "role": "manager",
+        }
+    return TestClient(app)
+
+
+def test_upload_endpoint_requires_bearer_authentication():
+    response = _upload_client(authenticated=False).post(
+        "/upload/image",
+        files={"file": ("photo.png", _png_bytes(), "image/png")},
+    )
+
+    assert response.status_code == 401
+
+
+def test_upload_endpoint_validates_and_normalizes_before_storage():
+    with patch("app.api.upload.put_validated_image") as put_image:
+        response = _upload_client(authenticated=True).post(
+            "/upload/image",
+            files={"file": ("photo.png", _png_bytes(), "image/png")},
+        )
+
+    assert response.status_code == 200
+    object_key = response.json()["object_key"]
+    assert object_key.startswith("uploads/a2d4447f-7b67-4304-ad9a-953007e75ef2/")
+    assert object_key.endswith(".jpg")
+    stored_bytes = put_image.call_args.args[1]
+    with Image.open(BytesIO(stored_bytes)) as image:
+        assert image.format == "JPEG"
+
+
+def test_system_configuration_cannot_be_read_without_director_authentication():
+    app = FastAPI()
+    app.include_router(system_config.router)
+
+    response = TestClient(app).get("/system-config")
+
+    assert response.status_code == 401

backend/tests/test_jwt_security.py

@@ -0,0 +1,10 @@
+from app.config import settings
+from app.utils.security import create_access_token, decode_token
+
+
+def test_jwt_round_trip_and_tamper_rejection(monkeypatch):
+    monkeypatch.setattr(settings, "SECRET_KEY", "x" * 32)
+    token = create_access_token({"user_id": "user-1", "role": "manager"})
+
+    assert decode_token(token)["user_id"] == "user-1"
+    assert decode_token(f"{token}tampered") is None

backend/tests/test_upload_security.py

@@ -0,0 +1,95 @@
+import asyncio
+from io import BytesIO
+from unittest.mock import AsyncMock, MagicMock
+
+from fastapi import HTTPException
+from PIL import Image
+
+from app.api.upload import build_object_key, is_owned_upload_key, normalize_image, validate_image_upload
+from app.config import settings, validate_security_settings
+from app.services.wecom import consume_bind_token, store_bind_token
+
+
+USER_ID = "a2d4447f-7b67-4304-ad9a-953007e75ef2"
+
+
+def test_build_object_key_is_scoped_to_the_authenticated_user():
+    object_key = build_object_key(USER_ID, "jpg")
+
+    assert is_owned_upload_key(object_key, USER_ID)
+    assert not is_owned_upload_key(object_key, "cf610b28-51a7-423d-a55a-730e193c9971")
+
+
+def test_upload_rejects_non_image_content_type():
+    try:
+        validate_image_upload("payload.exe", "application/octet-stream")
+    except HTTPException as exc:
+        assert exc.status_code == 400
+    else:
+        raise AssertionError("non-image uploads must be rejected")
+
+
+def test_upload_rejects_an_invalid_filename_extension():
+    try:
+        validate_image_upload("payload.txt", "image/jpeg")
+    except HTTPException as exc:
+        assert exc.status_code == 400
+    else:
+        raise AssertionError("invalid extensions must be rejected")
+
+
+def test_image_content_is_normalized_to_jpeg():
+    source = BytesIO()
+    Image.new("RGBA", (8, 8), color=(255, 0, 0, 128)).save(source, format="PNG")
+
+    normalized = normalize_image(source.getvalue())
+
+    with Image.open(BytesIO(normalized)) as image:
+        assert image.format == "JPEG"
+        assert image.mode == "RGB"
+
+
+def test_image_content_rejects_non_images():
+    try:
+        normalize_image(b"not an image")
+    except HTTPException as exc:
+        assert exc.status_code == 400
+    else:
+        raise AssertionError("non-image bytes must be rejected")
+
+
+def test_wecom_binding_tokens_are_persisted_and_consumed_atomically():
+    session = MagicMock()
+    session.execute = AsyncMock()
+    session.commit = AsyncMock()
+
+    token = asyncio.run(store_bind_token(session, "wecom-user"))
+
+    assert len(token) == 32
+    assert session.add.call_args.args[0].wecom_userid == "wecom-user"
+    session.commit.assert_awaited_once()
+
+    result = MagicMock()
+    result.scalar_one_or_none.return_value = "wecom-user"
+    session.execute = AsyncMock(return_value=result)
+    session.commit = AsyncMock()
+
+    assert asyncio.run(consume_bind_token(session, token)) == "wecom-user"
+    session.commit.assert_awaited_once()
+
+
+def test_production_rejects_placeholder_database_configuration(monkeypatch):
+    monkeypatch.setattr(settings, "ENVIRONMENT", "production")
+    monkeypatch.setattr(settings, "SECRET_KEY", "a" * 32)
+    monkeypatch.setattr(settings, "DATABASE_URL", "postgresql+asyncpg://qiji_app:invalid@localhost:5432/qiji")
+    monkeypatch.setattr(settings, "MINIO_ENDPOINT", "minio.example.test:9000")
+    monkeypatch.setattr(settings, "MINIO_ACCESS_KEY", "qiji-app")
+    monkeypatch.setattr(settings, "MINIO_SECRET_KEY", "a-secure-minio-secret")
+    monkeypatch.setattr(settings, "MINIO_SECURE", True)
+
+    try:
+        validate_security_settings()
+    except RuntimeError as exc:
+        assert "DATABASE_URL" in str(exc)
+    else:
+        raise AssertionError("production configuration must reject placeholders")

deploy/systemd/qiji-backend.service

@@ -0,0 +1,24 @@
+[Unit]
+Description=Qiji backend API
+Wants=network-online.target
+After=network-online.target
+
+[Service]
+Type=simple
+User=v6ole
+Group=v6ole
+WorkingDirectory=/home/v6ole/pyproject/qiji/backend
+EnvironmentFile=/home/v6ole/pyproject/qiji/backend/.env
+Environment=PYTHONDONTWRITEBYTECODE=1
+ExecStart=/home/v6ole/pyproject/qiji/backend/.venv/bin/uvicorn app.main:app --host 0.0.0.0 --port 8002
+Restart=on-failure
+RestartSec=5
+NoNewPrivileges=true
+PrivateTmp=true
+ProtectSystem=full
+ProtectKernelTunables=true
+ProtectControlGroups=true
+UMask=0077
+
+[Install]
+WantedBy=multi-user.target

docker-compose.backend.yml

@@ -0,0 +1,22 @@
+# 企迹 (qiji) — 后端生产部署
+# PostgreSQL / MinIO / Casdoor / 前端 均为外部服务，仅容器化运行 FastAPI 后端
+# 用法: docker compose -f docker-compose.backend.yml up -d
+#
+# 使用 host 网络模式:
+#   - 可直接访问 10.10.10.x 外部服务 (DB/MinIO/Casdoor)
+#   - FRP frpc 同为 host 网络，127.0.0.1:8002 直达
+
+services:
+  backend:
+    build: ./backend
+    container_name: qiji-backend
+    restart: unless-stopped
+    network_mode: host
+    env_file:
+      - ./backend/.env
+    command: sh -c "alembic upgrade head && exec uvicorn app.main:app --host 0.0.0.0 --port 8002"
+    logging:
+      driver: "json-file"
+      options:
+        max-size: "10m"
+        max-file: "3"

docker-compose.yml

@@ -1,45 +1,56 @@
+# This compose file is for a single-host development/integration environment.
+# Production deployment must use the approved platform pipeline and secret manager.
 version: "3.8"
 
 services:
   postgres:
     image: postgres:16-alpine
     environment:
-      POSTGRES_USER: postgres
-      POSTGRES_PASSWORD: postgres
-      POSTGRES_DB: qiji
+      POSTGRES_USER: ${POSTGRES_USER:?POSTGRES_USER must be set}
+      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:?POSTGRES_PASSWORD must be set}
+      POSTGRES_DB: ${POSTGRES_DB:-qiji}
     ports:
-      - "5432:5432"
+      - "127.0.0.1:5432:5432"
     volumes:
       - pgdata:/var/lib/postgresql/data
+    healthcheck:
+      test: ["CMD-SHELL", "pg_isready -U $$POSTGRES_USER -d $$POSTGRES_DB"]
+      interval: 5s
+      timeout: 5s
+      retries: 12
 
   minio:
-    image: minio/minio:latest
+    image: ${MINIO_IMAGE:?MINIO_IMAGE must be a pinned MinIO version or digest}
     command: server /data --console-address ":9001"
     environment:
-      MINIO_ROOT_USER: minioadmin
-      MINIO_ROOT_PASSWORD: minioadmin
+      MINIO_ROOT_USER: ${MINIO_ROOT_USER:?MINIO_ROOT_USER must be set}
+      MINIO_ROOT_PASSWORD: ${MINIO_ROOT_PASSWORD:?MINIO_ROOT_PASSWORD must be set}
     ports:
-      - "9000:9000"
-      - "9001:9001"
+      - "127.0.0.1:9000:9000"
+      - "127.0.0.1:9001:9001"
     volumes:
       - miniodata:/data
 
   backend:
     build: ./backend
     ports:
-      - "8000:8000"
+      - "127.0.0.1:8000:8000"
     environment:
-      DATABASE_URL: postgresql+asyncpg://postgres:postgres@postgres:5432/qiji
+      ENVIRONMENT: development
+      DEBUG: "false"
+      SECRET_KEY: ${SECRET_KEY:?SECRET_KEY must be set}
+      DATABASE_URL: postgresql+asyncpg://${POSTGRES_USER:?POSTGRES_USER must be set}:${POSTGRES_PASSWORD:?POSTGRES_PASSWORD must be set}@postgres:5432/${POSTGRES_DB:-qiji}
       MINIO_ENDPOINT: minio:9000
-      MINIO_ACCESS_KEY: minioadmin
-      MINIO_SECRET_KEY: minioadmin
+      MINIO_ACCESS_KEY: ${MINIO_ROOT_USER:?MINIO_ROOT_USER must be set}
+      MINIO_SECRET_KEY: ${MINIO_ROOT_PASSWORD:?MINIO_ROOT_PASSWORD must be set}
       MINIO_BUCKET: qiji-photos
+      MINIO_SECURE: "false"
     depends_on:
-      - postgres
-      - minio
-    volumes:
-      - ./backend:/app
-    command: uvicorn app.main:app --host 0.0.0.0 --port 8000 --reload
+      postgres:
+        condition: service_healthy
+      minio:
+        condition: service_started
+    command: sh -c "alembic upgrade head && exec uvicorn app.main:app --host 0.0.0.0 --port 8000"
 
 volumes:
   pgdata:

docs/superpowers/plans/2026-07-13-dark-mode.md

@@ -0,0 +1,454 @@
+# 暗黑模式 Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development or superpowers:executing-plans to implement this plan task-by-task.
+
+**Goal:** 为企迹系统新增双选暗黑模式：用户在设置页分别选择亮色/暗色偏好主题，顶部栏一键切换亮↔暗。
+
+**Architecture:** 扩展 theme store 支持 mode(light/dark) + lightTheme + darkTheme 三字段，新增 minimal-dark/tech-dark 两套 CSS 变量，Element Plus 通过 `html.dark` class 适配暗色。
+
+**Tech Stack:** Vue 3 + Pinia + TypeScript + Element Plus + CSS Custom Properties
+
+## Global Constraints
+
+- 四大主题: editorial(已有), light(已有), minimal-dark(新增), tech-dark(新增)
+- localStorage 持久化: mode, lightTheme, darkTheme 三项
+- 暗色模式时 `<html>` 同时设置 `data-theme` 和 `class="dark"`
+- 移动端暂不加主题切换（仅 PC 端顶部栏按钮）
+- 保持现有 editorial/light 的 CSS 变量不变
+
+---
+
+### Task 1: 改造 Theme Store
+
+**Files:**
+- Modify: `frontend/src/stores/theme.ts`
+
+**Interfaces:**
+- Produces: `useThemeStore()` with `mode`, `lightTheme`, `darkTheme`, `effectiveTheme`, `toggleMode()`, `setLightTheme(t)`, `setDarkTheme(t)`, `applyTheme(t)`
+- Theme type: `'editorial' | 'light' | 'minimal-dark' | 'tech-dark'`
+
+- [ ] **Step 1: 重写 theme store**
+
+```typescript
+import { defineStore } from 'pinia'
+import { ref, computed } from 'vue'
+
+export type Theme = 'editorial' | 'light' | 'minimal-dark' | 'tech-dark'
+type Mode = 'light' | 'dark'
+
+export const themeLabels: Record<Theme, string> = {
+  editorial: '编辑风',
+  light: '极简亮色',
+  'minimal-dark': '极简深色',
+  'tech-dark': '科技深色',
+}
+
+export const lightThemes: Theme[] = ['editorial', 'light']
+export const darkThemes: Theme[] = ['minimal-dark', 'tech-dark']
+
+export const useThemeStore = defineStore('theme', () => {
+  const mode = ref<Mode>((localStorage.getItem('theme-mode') as Mode) || 'light')
+  const lightTheme = ref<Theme>((localStorage.getItem('theme-light') as Theme) || 'editorial')
+  const darkTheme = ref<Theme>((localStorage.getItem('theme-dark') as Theme) || 'tech-dark')
+
+  const effectiveTheme = computed<Theme>(() => {
+    return mode.value === 'light' ? lightTheme.value : darkTheme.value
+  })
+
+  function applyTheme(theme: Theme, isDark: boolean) {
+    document.documentElement.setAttribute('data-theme', theme)
+    if (isDark) {
+      document.documentElement.classList.add('dark')
+    } else {
+      document.documentElement.classList.remove('dark')
+    }
+  }
+
+  function apply() {
+    applyTheme(effectiveTheme.value, mode.value === 'dark')
+  }
+
+  function setLightTheme(theme: Theme) {
+    lightTheme.value = theme
+    localStorage.setItem('theme-light', theme)
+    if (mode.value === 'light') apply()
+  }
+
+  function setDarkTheme(theme: Theme) {
+    darkTheme.value = theme
+    localStorage.setItem('theme-dark', theme)
+    if (mode.value === 'dark') apply()
+  }
+
+  function toggleMode() {
+    mode.value = mode.value === 'light' ? 'dark' : 'light'
+    localStorage.setItem('theme-mode', mode.value)
+    apply()
+  }
+
+  // Apply on init
+  apply()
+
+  return { mode, lightTheme, darkTheme, effectiveTheme, setLightTheme, setDarkTheme, toggleMode }
+})
+```
+
+- [ ] **Step 2: Commit**
+
+```bash
+git add frontend/src/stores/theme.ts
+git commit -m "feat: 改造 theme store 支持暗黑模式双选架构"
+```
+
+---
+
+### Task 2: 新增两套暗色 CSS 变量
+
+**Files:**
+- Modify: `frontend/src/App.vue` (在 `:root[data-theme="light"]` 块之后添加两个新块)
+
+**Interfaces:**
+- Consumes: Theme type `'minimal-dark'`, `'tech-dark'` from store
+- Produces: CSS variables for both dark themes + Element Plus dark overrides
+
+- [ ] **Step 1: 添加 minimal-dark 主题 CSS**
+
+在 `:root[data-theme="light"]` 块结束后（第178行 `}` 之后），插入：
+
+```css
+/* ═══════════════════════════════════════════════════════════
+   THEME: Minimal Dark — 极简深色
+   ═══════════════════════════════════════════════════════════ */
+
+:root[data-theme="minimal-dark"] {
+  /* ── Core palette ── */
+  --ink: #E5E5E5;
+  --ink-light: #CCCCCC;
+  --ink-dark: #FFFFFF;
+  --vermilion: #F87171;
+  --vermilion-light: #FCA5A5;
+  --vermilion-dark: #EF4444;
+  --gold: #A78BFA;
+  --gold-light: #C4B5FD;
+  --gold-dark: #8B5CF6;
+  --paper: #1A1A1A;
+  --paper-dark: #141414;
+  --surface: #2D2D2D;
+  --sage: #4ADE80;
+  --amber: #FBBF24;
+  --warm-gray: #999999;
+  --warm-border: #3A3A3A;
+
+  /* ── Semantic tokens ── */
+  --c-primary: var(--ink);
+  --c-primary-light: var(--ink-light);
+  --c-primary-bg: #262626;
+  --c-accent: var(--vermilion);
+  --c-accent-light: var(--vermilion-light);
+  --c-gold: var(--gold);
+  --c-success: var(--sage);
+  --c-warning: var(--amber);
+  --c-danger: var(--vermilion);
+  --c-info: #60A5FA;
+  --c-text: #E5E5E5;
+  --c-text-secondary: #999999;
+  --c-text-muted: #666666;
+  --c-bg: var(--paper);
+  --c-bg-card: var(--surface);
+  --c-border: var(--warm-border);
+
+  /* ── Effects ── */
+  --shadow-sm: 0 1px 2px rgba(0,0,0,0.20);
+  --shadow: 0 1px 3px rgba(0,0,0,0.30);
+  --shadow-md: 0 2px 6px rgba(0,0,0,0.40);
+  --shadow-lg: 0 4px 12px rgba(0,0,0,0.50);
+  --radius: 0px;
+  --radius-sm: 0px;
+  --radius-xs: 0px;
+  --transition: 0.18s cubic-bezier(0.4, 0, 0.2, 1);
+
+  /* ── Sidebar — dark minimal ── */
+  --sidebar-bg: #141414;
+  --sidebar-color: #E5E5E5;
+  --sidebar-accent: var(--gold);
+  --sidebar-nav-text: #777777;
+  --sidebar-nav-text-hover: #CCCCCC;
+  --sidebar-nav-text-active: #FFFFFF;
+  --sidebar-nav-bg-hover: rgba(255,255,255,0.04);
+  --sidebar-nav-bg-active: rgba(255,255,255,0.06);
+  --sidebar-nav-border-active: var(--gold);
+  --sidebar-divider: #2A2A2A;
+  --sidebar-brand-color: #FFFFFF;
+  --sidebar-brand-sub-color: #666666;
+  --sidebar-group-label-color: #555555;
+  --sidebar-footer-role-color: var(--gold);
+  --sidebar-footer-name-color: #999999;
+
+  /* ── Mobile page accent ── */
+  --page-accent-color: rgba(167,139,250,0.06);
+
+  /* ── Manager chip tags ── */
+  --mgr-chip-text: #E5E5E5;
+
+  /* ── Fonts — sans-serif minimal ── */
+  --font-body: 'Noto Sans SC', 'PingFang SC', 'Microsoft YaHei', sans-serif;
+  --font-heading: 'Noto Sans SC', 'PingFang SC', 'Microsoft YaHei', sans-serif;
+  --font-mono: 'JetBrains Mono', monospace;
+}
+```
+
+- [ ] **Step 2: 添加 tech-dark 主题 CSS**
+
+在 minimal-dark 块之后插入：
+
+```css
+/* ═══════════════════════════════════════════════════════════
+   THEME: Tech Dark — 科技深色 (编辑风暗色版)
+   ═══════════════════════════════════════════════════════════ */
+
+:root[data-theme="tech-dark"] {
+  /* ── Core palette ── */
+  --ink: #C8D6E5;
+  --ink-light: #A0B4CC;
+  --ink-dark: #E8EEF4;
+  --vermilion: #F26B6B;
+  --vermilion-light: #F59898;
+  --vermilion-dark: #E55555;
+  --gold: #5B8DEF;
+  --gold-light: #7BA5F5;
+  --gold-dark: #4070D0;
+  --paper: #0B1120;
+  --paper-dark: #080C18;
+  --surface: #111B2E;
+  --sage: #4EC9B0;
+  --amber: #E5C07B;
+  --warm-gray: #6B7A8D;
+  --warm-border: #1E2D45;
+
+  /* ── Semantic tokens ── */
+  --c-primary: var(--ink);
+  --c-primary-light: var(--ink-light);
+  --c-primary-bg: #131D30;
+  --c-accent: var(--vermilion);
+  --c-accent-light: var(--vermilion-light);
+  --c-gold: var(--gold);
+  --c-success: var(--sage);
+  --c-warning: var(--amber);
+  --c-danger: var(--vermilion);
+  --c-info: #5B8DEF;
+  --c-text: #C8D6E5;
+  --c-text-secondary: #6B7A8D;
+  --c-text-muted: #455570;
+  --c-bg: var(--paper);
+  --c-bg-card: var(--surface);
+  --c-border: var(--warm-border);
+
+  /* ── Effects ── */
+  --shadow-sm: 0 1px 2px rgba(0,0,0,0.25);
+  --shadow: 0 2px 6px rgba(0,0,0,0.35);
+  --shadow-md: 0 6px 18px rgba(0,0,0,0.45);
+  --shadow-lg: 0 12px 36px rgba(0,0,0,0.55);
+  --radius: 2px;
+  --radius-sm: 2px;
+  --radius-xs: 2px;
+  --transition: 0.22s cubic-bezier(0.4, 0, 0.2, 1);
+
+  /* ── Sidebar — dark tech ── */
+  --sidebar-bg: #070D1A;
+  --sidebar-color: #C8D6E5;
+  --sidebar-accent: var(--gold);
+  --sidebar-nav-text: rgba(200,214,229,0.45);
+  --sidebar-nav-text-hover: rgba(200,214,229,0.80);
+  --sidebar-nav-text-active: #FFFFFF;
+  --sidebar-nav-bg-hover: rgba(91,141,239,0.06);
+  --sidebar-nav-bg-active: rgba(91,141,239,0.10);
+  --sidebar-nav-border-active: var(--gold);
+  --sidebar-divider: rgba(200,214,229,0.06);
+  --sidebar-brand-color: #FFFFFF;
+  --sidebar-brand-sub-color: rgba(200,214,229,0.35);
+  --sidebar-group-label-color: rgba(200,214,229,0.20);
+  --sidebar-footer-role-color: var(--gold);
+  --sidebar-footer-name-color: rgba(200,214,229,0.65);
+
+  /* ── Mobile page accent ── */
+  --page-accent-color: rgba(91,141,239,0.06);
+
+  /* ── Manager chip tags ── */
+  --mgr-chip-text: #C8D6E5;
+
+  /* ── Fonts — editorial Chinese ── */
+  --font-body: 'Noto Serif SC', STSong, Songti SC, '宋体', serif;
+  --font-heading: 'ZCOOL XiaoWei', STSong, Songti SC, serif;
+  --font-mono: 'JetBrains Mono', 'SF Mono', monospace;
+}
+```
+
+- [ ] **Step 3: Commit**
+
+```bash
+git add frontend/src/App.vue
+git commit -m "feat: 新增 minimal-dark 和 tech-dark 两套暗色 CSS 变量"
+```
+
+---
+
+### Task 3: 改造 DesktopLayout 顶部栏按钮
+
+**Files:**
+- Modify: `frontend/src/components/DesktopLayout.vue` (script 和 template 中的主题切换按钮)
+
+**Interfaces:**
+- Consumes: `useThemeStore()` — `mode`, `toggleMode()`
+
+- [ ] **Step 1: 替换主题按钮为亮/暗切换**
+
+将 `cycleTheme` 函数替换为 `toggleMode`，按钮改为 sun/moon 图标切换：
+
+```typescript
+// 替换 cycleTheme 函数:
+function toggleDarkMode() {
+  themeStore.toggleMode()
+}
+```
+
+Template 中替换按钮:
+
+```html
+<button
+  class="topbar-btn"
+  @click="toggleDarkMode"
+  :title="themeStore.mode === 'light' ? '切换至暗色模式' : '切换至亮色模式'"
+>
+  <!-- Sun icon (light mode) -->
+  <svg v-if="themeStore.mode === 'light'" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+    <circle cx="12" cy="12" r="5"></circle>
+    <line x1="12" y1="1" x2="12" y2="3"></line>
+    <line x1="12" y1="21" x2="12" y2="23"></line>
+    <line x1="4.22" y1="4.22" x2="5.64" y2="5.64"></line>
+    <line x1="18.36" y1="18.36" x2="19.78" y2="19.78"></line>
+    <line x1="1" y1="12" x2="3" y2="12"></line>
+    <line x1="21" y1="12" x2="23" y2="12"></line>
+    <line x1="4.22" y1="19.78" x2="5.64" y2="18.36"></line>
+    <line x1="18.36" y1="5.64" x2="19.78" y2="4.22"></line>
+  </svg>
+  <!-- Moon icon (dark mode) -->
+  <svg v-else width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+    <path d="M21 12.79A9 9 0 1 1 11.21 3 7 7 0 0 0 21 12.79z"></path>
+  </svg>
+</button>
+```
+
+- [ ] **Step 2: 触发构建验证**
+
+```bash
+cd frontend && npm run build -- --emptyOutDir
+```
+
+- [ ] **Step 3: Commit**
+
+```bash
+git add frontend/src/components/DesktopLayout.vue
+git commit -m "feat: 桌面端顶部栏改为亮/暗模式切换按钮"
+```
+
+---
+
+### Task 4: 改造设置页面主题面板
+
+**Files:**
+- Modify: `frontend/src/views/desktop/Settings.vue` (替换 Theme 卡片为双选下拉)
+
+**Interfaces:**
+- Consumes: `useThemeStore()` — `lightTheme`, `darkTheme`, `mode`, `setLightTheme()`, `setDarkTheme()`
+
+- [ ] **Step 1: 替换主题选择区域**
+
+Replace the el-card template section (lines 158-173) and the `themeLabels` import:
+
+**Script 部分修改 import:**
+```typescript
+import { useThemeStore, themeLabels, lightThemes, darkThemes, type Theme } from '@/stores/theme'
+```
+
+**Template 部分替换主题卡片:**
+```html
+<!-- Theme -->
+<el-card class="setting-card">
+  <template #header>
+    <div class="card-header-title">
+      <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="margin-right:6px; color: var(--gold)">
+        <circle cx="12" cy="12" r="5"></circle><path d="M12 1v2M12 21v2M4.22 4.22l1.42 1.42M18.36 18.36l1.42 1.42M1 12h2M21 12h2M4.22 19.78l1.42-1.42M18.36 5.64l1.42-1.42"></path>
+      </svg>
+      界面主题
+    </div>
+  </template>
+  <div class="theme-config">
+    <div class="theme-row">
+      <span class="theme-label">☀️ 亮色模式主题</span>
+      <el-select :model-value="themeStore.lightTheme" @update:model-value="themeStore.setLightTheme($event as Theme)" style="width:200px">
+        <el-option v-for="t in lightThemes" :key="t" :label="themeLabels[t]" :value="t" />
+      </el-select>
+      <span v-if="themeStore.mode === 'light'" class="theme-badge theme-badge--active">当前</span>
+    </div>
+    <div class="theme-row">
+      <span class="theme-label">🌙 暗色模式主题</span>
+      <el-select :model-value="themeStore.darkTheme" @update:model-value="themeStore.setDarkTheme($event as Theme)" style="width:200px">
+        <el-option v-for="t in darkThemes" :key="t" :label="themeLabels[t]" :value="t" />
+      </el-select>
+      <span v-if="themeStore.mode === 'dark'" class="theme-badge theme-badge--active">当前</span>
+    </div>
+  </div>
+</el-card>
+```
+
+**Style 部分替换 `.theme-options` 样式:**
+```css
+/* ── Theme Config ── */
+.theme-config { display: flex; flex-direction: column; gap: 12px; }
+.theme-row { display: flex; align-items: center; gap: 12px; }
+.theme-label { font-family: var(--font-body); font-size: 14px; color: var(--c-text); min-width: 140px; }
+.theme-badge { font-size: 11px; padding: 2px 8px; border-radius: 2px; font-family: var(--font-mono); }
+.theme-badge--active { background: var(--c-primary); color: #fff; }
+```
+
+- [ ] **Step 2: 触发构建验证**
+
+```bash
+cd frontend && npm run build -- --emptyOutDir
+```
+
+- [ ] **Step 3: Commit**
+
+```bash
+git add frontend/src/views/desktop/Settings.vue
+git commit -m "feat: 设置页改为亮/暗双选主题配置面板"
+```
+
+---
+
+### Task 5: 验证与收尾
+
+- [ ] **Step 1: 完整构建**
+
+```bash
+cd frontend && npm run build
+```
+
+- [ ] **Step 2: 检查 localStorage 兼容性**
+
+验证旧 `localStorage.setItem('theme', ...)` 数据不会导致新系统崩溃。在 theme store 的 `apply()` 中已有兜底逻辑。
+
+- [ ] **Step 3: 快速手动测试检查清单**
+  - [ ] 默认加载为 editorial 亮色
+  - [ ] 点击顶部栏 ☀️→🌙 切换到 tech-dark
+  - [ ] 设置页切换亮色主题为 light，暗色主题为 minimal-dark
+  - [ ] 点击顶部栏按钮在两主题间切换
+  - [ ] 刷新页面偏好保持
+  - [ ] Element Plus 组件（表格/对话框/按钮）在暗色下正常
+
+- [ ] **Step 4: Commit**
+
+```bash
+git add -A
+git commit -m "chore: 暗黑模式最终验证通过"
+```

docs/superpowers/specs/2026-07-12-mini-business-logs-design.md

@@ -0,0 +1,130 @@
+# 商机跟单优化 — 跟进记录子表 — 设计文档
+
+> 日期：2026-07-12 | 状态：已确认
+
+## 一、需求概述
+
+当前商机跟单只有一条静态记录（产品+金额+跟进内容文本+状态），缺少"持续跟进"的时间线感。新增跟进记录子表，将每个商机从"快照"变为"持续跟单"。
+
+## 二、核心决策
+
+| 决策项 | 结论 |
+|--------|------|
+| 方案 | 新增 `mini_business_logs` 子表 |
+| 跟进方式 | 电话/微信/上门/邮件/其他（chip 按钮选择） |
+| 原 follow_up_detail | 保留，含义改为"商机概述/背景" |
+| 状态 | 不变（跟进中/已签约/已流失） |
+
+## 三、新增表 `mini_business_logs`
+
+```sql
+CREATE TABLE mini_business_logs (
+    id          UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    business_id UUID NOT NULL REFERENCES mini_business(id) ON DELETE CASCADE,
+    log_date    DATE NOT NULL,
+    method      VARCHAR(20) NOT NULL DEFAULT '电话',
+    content     TEXT NOT NULL DEFAULT '',
+    created_by  UUID NOT NULL REFERENCES users(id),
+    created_at  TIMESTAMPTZ DEFAULT now()
+);
+CREATE INDEX idx_mbl_business_id ON mini_business_logs(business_id);
+CREATE INDEX idx_mbl_log_date ON mini_business_logs(log_date);
+```
+
+### SQLAlchemy 模型
+
+```python
+class MiniBusinessLog(Base):
+    __tablename__ = "mini_business_logs"
+    id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
+    business_id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("mini_business.id", ondelete="CASCADE"), index=True)
+    log_date: Mapped[date] = mapped_column(Date)
+    method: Mapped[str] = mapped_column(String(20), default="电话")
+    content: Mapped[str] = mapped_column(Text, default="")
+    created_by: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), ForeignKey("users.id"))
+    created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), server_default=func.now())
+```
+
+### MiniBusiness 模型添加 relationship
+
+```python
+logs: Mapped[list["MiniBusinessLog"]] = relationship(back_populates="business", cascade="all, delete-orphan")
+```
+
+## 四、商机主体字段调整
+
+| 字段 | 变更 | 前端 label |
+|------|------|-----------|
+| `follow_up_detail` | 保留，含义改为商机概述 | "商机概述" |
+| 其他字段 | 不变 | |
+
+## 五、API
+
+### 子路由
+
+| 方法 | 路径 | 说明 | 权限 |
+|------|------|------|------|
+| `GET` | `/mini-business/{id}/logs` | 获取跟进记录列表（date DESC） | 经理仅看自己 |
+| `POST` | `/mini-business/{id}/logs` | 新增跟进记录 | 经理本人或支局长/领导 |
+| `PUT` | `/mini-business/logs/{log_id}` | 编辑跟进记录 | 创建人或支局长/领导 |
+| `DELETE` | `/mini-business/logs/{log_id}` | 删除跟进记录 | 创建人或支局长/领导 |
+
+### 请求体 (POST/PUT)
+
+```json
+{
+    "log_date": "2026-07-12",
+    "method": "电话",
+    "content": "客户反馈价格偏高，需进一步沟通方案"
+}
+```
+
+### 跟进方式枚举
+
+`["电话", "微信", "上门", "邮件", "其他"]`
+
+## 六、前端
+
+### PC 端 — 商机列表页增强
+
+- 表格新增「最近跟进」列（最近一次跟进日期 + 跟进次数 badge）
+- 点击客户名打开详情弹窗（替代直接编辑）
+- 详情弹窗：上部=商机基本信息（客户/产品/金额/状态/概述）+ 编辑按钮，下部=跟进时间线 + 新增跟进入口
+
+### PC 端 — 跟进时间线组件
+
+```
+📞 07-10 电话 — 客户反馈价格偏高，需进一步沟通          [编辑] [删除]
+🏢 07-05 上门 — 现场演示产品功能，客户初步认可              [编辑] [删除]
+📧 07-01 邮件 — 发送报价方案                                [编辑] [删除]
+```
+
+- 按日期倒序，最新在上
+- 每条显示：方式图标 + 日期 + 内容 + 操作按钮
+- 底部「新增跟进」按钮展开内联表单（日期+方式 chip+内容 textarea）
+
+### 移动端 — 商机表单页改为详情页
+
+- 现有新建表单保留
+- 新增商机详情页（路由 `/m/mini-biz/:id`）
+- 上部：商机信息卡片（可点击编辑）
+- 下部：跟进时间线 + 底部固定「新增跟进」按钮
+
+### 移动端 — 首页入口
+
+- Home.vue 的「商机跟单」chip 改为跳转商机列表（需新增 `/m/mini-biz` 路由）
+
+## 七、文件变更
+
+| 类型 | 文件 | 说明 |
+|------|------|------|
+| 新增 | `models/mini_business_log.py` | Log 模型 |
+| 新增 | `schemas/mini_business_log.py` | Log Schema |
+| 新增 | `api/mini_business_logs.py` | Log CRUD API |
+| 修改 | `models/mini_business.py` | 添加 logs relationship |
+| 修改 | `models/__init__.py` | 注册新模型 |
+| 修改 | `main.py` | lifespan 自动建表 |
+| 修改 | `MiniBusiness.vue` (PC) | 详情弹窗 + 时间线 |
+| 修改 | `MiniBusinessForm.vue` (mobile) | 改为详情页模式 |
+| 新增 | `frontend/src/api/miniBusiness.ts` | 追加 logs API |
+| 新增 | 移动端商机列表页 | `/m/mini-biz` |

docs/superpowers/specs/2026-07-12-work-plan-auto-status-design.md

@@ -0,0 +1,122 @@
+# 工作计划状态自动流转 — 设计文档
+
+> 日期：2026-07-12 | 状态：已确认
+
+## 一、需求概述
+
+工作计划目前有三种状态（计划中/已完成/已取消），完全依赖手动切换。利用已有的拜访记录数据，实现状态的自动流转，减少客户经理手动操作。
+
+## 二、核心决策
+
+| 决策项 | 结论 |
+|--------|------|
+| 匹配精度 | 仅匹配 `customer_id`（任何人拜访该客户即触发，与现有逻辑一致） |
+| 增强范围 | 创建/更新触发完成 + 逾期自动取消 + Excel 导入联动 |
+| 删除回退 | 不做（边缘场景少，复杂度高） |
+
+## 三、现状
+
+- `POST /visits/` 已有自动完成逻辑：同一 `customer_id` + `plan_date <= visit_date` → 标记"已完成"
+- 该逻辑嵌在 API 层，不可复用
+- 更新拜访、Excel 导入均不触发自动完成
+- 逾期计划（`plan_date < today`）只发企微提醒，不自动取消
+
+## 四、设计
+
+### 4.1 抽取可复用函数
+
+**文件：** `backend/app/services/visits.py`（如不存在则新建，如已有则追加）
+
+```python
+async def auto_complete_work_plans(
+    db: AsyncSession,
+    customer_id: UUID,
+    visit_date: date,
+    editor_name: str,
+    reason: str = "拜访自动完成",
+) -> int:
+    """将匹配的工作计划自动标记为已完成。返回完成数量。"""
+    from app.models.work_plan import WorkPlan
+    from app.utils.edit_log import append_entry as append_edit_log
+
+    plans_result = await db.execute(
+        select(WorkPlan).where(
+            WorkPlan.customer_id == customer_id,
+            WorkPlan.status == "计划中",
+            WorkPlan.plan_date <= visit_date,
+        )
+    )
+    count = 0
+    for plan in plans_result.scalars().all():
+        plan.status = "已完成"
+        append_edit_log(plan, editor_name, [{
+            "field": "status", "from": "计划中", "to": "已完成",
+            "reason": reason,
+        }])
+        count += 1
+    return count
+```
+
+### 4.2 三处调用点
+
+| 调用点 | 文件 | 触发时机 | reason 参数 |
+|--------|------|---------|------------|
+| POST /visits/ | `api/visits.py` | 创建拜访后 | `"拜访自动完成"` |
+| PUT /visits/{id} | `api/visits.py` | 更新拜访后 | `"拜访更新自动完成"` |
+| excel_import.py | `services/excel_import.py` | 导入每条拜访后 | `"旧周报导入自动完成"` |
+
+### 4.3 逾期计划自动取消
+
+**文件：** `backend/app/services/scheduler.py`，`check_overdue_plans` 函数
+
+在现有「发送企微提醒」逻辑后新增：
+
+```python
+# 自动取消：逾期且无匹配拜访记录的计划
+for plan in overdue:
+    has_visit = await db.execute(
+        select(Visit.id).where(
+            Visit.customer_id == plan.customer_id,
+            Visit.visit_date >= plan.plan_date,
+        )
+    )
+    if not has_visit.scalar():
+        plan.status = "已取消"
+        append_edit_log(plan, "系统", [{
+            "field": "status", "from": "计划中", "to": "已取消",
+            "reason": "逾期自动取消",
+        }])
+```
+
+每日 09:00 执行，与现有逾期检查共用一个调度任务。
+
+### 4.4 状态流转总图
+
+```
+计划中 ──┬── 拜访创建/更新/导入（customer_id + plan_date <= visit_date）──→ 已完成
+         │
+         └── 每日 09:00 调度（plan_date < today 且无匹配拜访）───────────→ 已取消
+```
+
+## 五、文件变更
+
+### 后端新增/修改
+
+| 文件 | 变更 |
+|------|------|
+| `backend/app/services/visits.py` | 新增 `auto_complete_work_plans()` 函数 |
+| `backend/app/api/visits.py` | POST 重构为调用 service 函数；PUT 新增调用 |
+| `backend/app/services/excel_import.py` | 导入拜访后调用自动完成 |
+| `backend/app/services/scheduler.py` | `check_overdue_plans` 新增自动取消逻辑 |
+
+### 前端
+
+无需改动。
+
+## 六、验证要点
+
+1. 创建拜访 → 匹配的计划自动变为"已完成"，edit_log 有记录
+2. 更新拜访日期 → 匹配的计划自动完成
+3. 导入旧周报 → 导入的拜访触发计划自动完成
+4. 逾期且无拜访的计划 → 每日 09:00 自动变为"已取消"
+5. 逾期但有拜访的计划 → 保持"计划中"（已有拜访覆盖，不算僵尸）

docs/superpowers/specs/2026-07-30-visit-dedup-design.md

@@ -0,0 +1,156 @@
+# 协同拜访记录去重 — 设计方案
+
+## 背景
+
+当前机制：客户经理 A 创建拜访记录并选择协同人员 B 时，后端为 B 生成一条空内容的草稿副本。B 填写后，同一客户、同一天出现两条独立拜访记录，导致周报重复展示、亮灯表重复计数。
+
+## 设计目标
+
+1. 周报中同一客户同一次拜访合并展示为一张卡片
+2. 亮灯表不重复计数
+3. 每个参与人的填报进度不受影响（各自计入）
+4. 每个参与人能独立编辑自己的副本
+5. 历史数据兼容，不做强制迁移
+
+## 方案概要
+
+### 1. 数据库：新增 `visit_group_id`
+
+```sql
+ALTER TABLE visits ADD COLUMN visit_group_id UUID;
+CREATE INDEX ix_visits_visit_group_id ON visits(visit_group_id);
+```
+
+- 单人拜访：`visit_group_id = NULL`
+- 多人协同拜访：同一次拜访的所有记录共享同一个 `visit_group_id`
+
+### 2. 后端：POST /visits/ 改造
+
+**原逻辑：** 为每个协同人生成一条空内容草稿（`communication_content=""`, `photos=[]`, `companions=[]`）
+
+**新逻辑：** 为每个协同人生成一条完整副本：
+
+| 副本字段 | 值 | 说明 |
+|----------|-----|------|
+| `customer_id` | 同主记录 | |
+| `visit_date` | 同主记录 | |
+| `visit_method` | 同主记录 | |
+| `time_range` | 同主记录 | |
+| `visitor_name` | 同主记录 | 实际拜访人不变 |
+| `visitor_phone` | 同主记录 | |
+| `communication_content` | 原内容 + `（协同XXX）` | 如：`了解项目进度...（协同韦佶秀）` |
+| `customer_demand` | 同主记录 | |
+| `companions` | `[主记录创建人]` | 互换：协同人看到主访人 |
+| `companion_names` | 同主记录 | |
+| `photos` | 同主记录 | |
+| `manager_id` | 协同人的 UUID | 归属到协同人名下 |
+| `visit_group_id` | 同主记录 | **同一 UUID，关联所有副本** |
+
+**前端表现（创建人韦佶秀视角）：**
+
+```
+相关人员选择了 [韦伦]
+  → 保存后韦伦收到一条完整拜访记录
+  → 韦伦记录内容末尾自动追加"（协同韦佶秀）"
+```
+
+### 3. 后端：PUT /visits/{id} 不变
+
+协同人编辑自己的副本时不影响主记录，各自独立。
+
+### 4. 仪表盘统计：按 visit_group_id 去重
+
+`get_dashboard_stats` 中的 `week_visits` 改为：
+
+```python
+# 原：count 所有 visit 行
+select count(distinct coalesce(visit_group_id, id))
+from visits
+where visit_date between monday and sunday
+```
+
+每个 visit_group_id 只算一次，跳过 NULL（单人拜访用 id 做 fallback key）。
+
+### 5. 填报进度：不变
+
+`get_reporting_progress` 按 `manager_id` 分组计数，每个参与人各算一次，不受去重影响。
+
+### 6. 亮灯表：按 (customer_id, visit_date, visit_group_id) 去重
+
+同一客户同一天同一次拜访只亮一盏灯。
+
+### 7. 周报展示：按 visit_group_id 合并
+
+`get_weekly_report` 查询时，同一个 `visit_group_id` 的记录合并成一条输出：
+
+```json
+{
+  "customer_name": "污水处理厂",
+  "visit_date": "2026-07-30",
+  "visit_method": "上门",
+  "time_range": "09:00-10:30",
+  "visit_group_id": "abc-123",
+  "participants": [
+    {
+      "manager_name": "韦佶秀",
+      "manager_id": "uuid-1",
+      "role": "primary",
+      "communication_content": "了解污水处理新项目...",
+      "customer_demand": "专线扩容至100M...",
+      "photos": ["photo_001", "photo_002"]
+    },
+    {
+      "manager_name": "韦伦",
+      "manager_id": "uuid-2",
+      "role": "companion",
+      "communication_content": "了解污水处理新项目...（协同韦佶秀）",
+      "customer_demand": "专线扩容至100M...",
+      "photos": ["photo_001", "photo_002"]
+    }
+  ]
+}
+```
+
+**前端周报卡片展示：**
+
+```
+┌─────────────────────────────────────────────┐
+│ 污水处理厂             2026-07-30  上门       │
+│ 09:00-10:30                                │
+│                                             │
+│ ▸ 韦佶秀（主访）                              │
+│   了解污水处理新项目建设进度，客户计划新增...    │
+│   客户需求：专线扩容至100M，新增视频监控...     │
+│   📷 2张                                    │
+│                                             │
+│ ▸ 韦伦（协同）                                │
+│   了解污水处理新项目建设进度...（协同韦佶秀）    │
+│   客户需求：专线扩容至100M...                 │
+│   📷 2张                                    │
+└─────────────────────────────────────────────┘
+```
+
+### 8. 前端：协同记录编辑提示
+
+协同人打开自己的副本编辑时，沟通内容区域上方显示一行提示：
+
+> 💡 此记录为协同韦佶秀拜访「污水处理厂」的副本。你可以补充或修改内容，不会影响主记录。
+
+## 改动清单
+
+| 层 | 文件 | 改动 |
+|----|------|------|
+| DB | migration | `ALTER TABLE visits ADD visit_group_id UUID` |
+| 后端 | `models/visit.py` | 新增 `visit_group_id` 字段 |
+| 后端 | `schemas/visit.py` | `VisitOut` 新增 `visit_group_id` |
+| 后端 | `api/visits.py` POST | 副本改为完整复制 + `(协同XXX)` 后缀 + 互换 companions + 设置 visit_group_id |
+| 后端 | `services/dashboard.py` | `get_dashboard_stats` 的 week_visits 改为 distinct 去重 |
+| 后端 | `services/dashboard.py` | `get_weekly_report` 合并同 visit_group_id 记录 |
+| 后端 | `services/light_board.py` | 亮灯计数去重 |
+| 前端 | 周报 `WeeklyReport.vue` | 拜访卡片支持 participants 展开/折叠 |
+| 前端 | 移动端 `VisitForm.vue` | 协同记录编辑时显示提示条 |
+
+## 兼容性
+
+- 历史数据 `visit_group_id = NULL`，行为与现在完全一致
+- 前端 `participants` 字段回退：单 participant 时展示与现在无差异

docs/wecom-oauth-lessons.md

@@ -0,0 +1,153 @@
+# 企业微信 OAuth 静默登录 — 踩坑记录
+
+## 目标
+
+用户在企微内点击菜单 → 自动登录 → 直达应用首页，零手动操作。
+
+## 架构
+
+```
+企微菜单(view) → OAuth authorize URL(snsapi_base)
+  → 企微静默获取 code
+  → 302 到 callback URL
+  → 后端换 wecom_userid → 查 DB → 签 JWT
+  → 返回 HTML 页面（JS 写 localStorage + 跳转）
+  → 前端启动 → auth store 读到 localStorage → 已登录
+```
+
+## 踩坑清单
+
+### 坑 1：`redirect_uri` 不能夹带自定义 query 参数
+
+**错误做法：**
+
+```
+redirect_uri = https://xxx.com/api/callback?redirect=/m
+```
+
+企微 OAuth 完成后会在 `redirect_uri` 后追加 `?code=xxx&state=xxx`，但可能覆盖或丢弃原有的 query 参数。
+
+**正确做法：** 把自定义参数编码到 `state` 里：
+
+```python
+state = f"r={urllib.parse.quote('/m')}"
+redirect_uri = "https://xxx.com/api/callback"  # 干净，无额外 query
+```
+
+回调时从 `state` 中解析：
+
+```python
+redirect = "/m"
+if state.startswith("r="):
+    redirect = urllib.parse.unquote(state[2:])
+```
+
+### 坑 2：必须配置可信域名
+
+企微后台 → 应用管理 → 网页授权及 JS-SDK → 设置可信域名。
+
+不加的话 OAuth 直接报错：`redirect_uri 需使用应用可信域名`。
+
+验证文件（`WW_verify_xxx.txt`）需要放在前端可访问的静态目录下。
+
+### 坑 3：`agentid` 参数
+
+内部应用使用 `snsapi_base` 静默授权时，OAuth URL 必须带 `agentid`：
+
+```
+?appid=CORPID&agentid=AGENTID&redirect_uri=...
+```
+
+不加的话企微可能静默授权失败（表现：跳到登录页而不是自动登录）。
+
+### 坑 4：服务端 302/307 重定向在 webview 中不可靠
+
+**这是最大的坑。** 后端回调返回 HTTP 重定向（307/302），企微内置浏览器可能不跟进，或跟进时丢掉 query 参数。
+
+**解决方案：** 回调返回 HTML 页面，用 JS 做客户端跳转。
+
+```python
+html = """<!DOCTYPE html><html><head><meta charset="utf-8"></head>
+<body><script>
+var d = {auth_data_json};
+localStorage.setItem('token', d.token);
+localStorage.setItem('userId', d.userId);
+localStorage.setItem('userName', d.userName);
+localStorage.setItem('userRole', d.userRole);
+window.location.replace({frontend_url_json});
+</script></body></html>"""
+return HTMLResponse(content=html, status_code=200)
+```
+
+**为什么直接写 localStorage 而不是 URL 传 token？**
+
+- URL `?token=xxx` 需要前端路由守卫解析 JWT（`atob` 解码）
+- 企微 webview 中 `atob` 可能不可靠
+- `localStorage` 是浏览器原生 API，前端 auth store 启动时直接读取
+
+### 坑 5：用户名字符串中的特殊字符
+
+如果直接把用户名拼进 JS 字符串，包含 `'` `"` `\` 会破坏 JS 语法。
+
+**安全做法：** 整个 auth data 用 `json.dumps` 序列化后直接作为 JS 对象字面量：
+
+```python
+import json
+auth_data = json.dumps({
+    "token": token,
+    "userId": str(user.id),
+    "userName": user.name,      # json.dumps 会自动转义特殊字符
+    "userRole": user.role,
+    "theme": user.theme or "editorial",
+}, ensure_ascii=False)
+# 在 HTML 模板中：
+# var d = {auth_data};   ← 直接是 JS 对象，不需要 JSON.parse
+```
+
+### 坑 6：`wecom_userid` 大小写
+
+数据库中存的 `wecom_userid` 可能与 OAuth 返回的大小写不一致（如 `WeiJueSen` vs `weijuesen`）。
+
+**修复：** 查询时做大小写不敏感匹配：
+
+```python
+from sqlalchemy import func
+result = await db.execute(
+    select(User).where(func.lower(User.wecom_userid) == wecom_userid.lower())
+)
+```
+
+### 坑 7：Login 页面死循环
+
+Login.vue 检测到企微环境后自动跳 OAuth，但如果 OAuth 回调又回到 Login 页，就形成死循环。
+
+**原因分析：**
+- OAuth 成功 → 回调 → 写 localStorage → 跳到首页
+- 如果 localStorage 写入失败或 token 无效 → 路由守卫 → /login
+- Login 检测 isWecom() → 又跳 OAuth → 死循环
+
+**防护：** 在 Login 页跳 OAuth 前检查是否刚从 OAuth 回来（如 URL 带 `?from_wecom=1`），避免重复跳转。本项目通过 localStorage 写入 + 前端 auth store 从 localStorage 初始化避开了这个问题。
+
+## 调试技巧
+
+1. **后端日志看回调是否被触发：** `grep oauth-callback /var/log/app.log`
+2. **HTTP 状态码：** 回调返回 307 说明走到了 RedirectResponse，返回 200 说明走了 HTML 方案
+3. **检查绑定状态：** 查数据库确认 `users.wecom_userid` 有值
+4. **OAuth URL 自测：** 浏览器直接访问 `/api/wecom/oauth-url`，看 302 跳转的目标 URL 是否正确
+
+## 完整代码量
+
+| 文件 | 新增行数 | 说明 |
+|------|---------|------|
+| 后端 OAuth 回调 | ~30 行 | `_build_oauth_url` + `oauth-callback` 端点 |
+| 前端路由守卫 | ~15 行 | 处理 `?token=` 参数自动登录（本方案中作为 fallback） |
+| 前端 Login 页 | ~8 行 | 企微环境检测 + 跳 OAuth |
+
+## 最终效果
+
+用户视角：企微点击「开始填报」→ 白屏 0.5 秒 → 首页。
+
+技术视角：
+```
+点菜单 → OAuth(snsapi_base静默) → 回调HTML → JS写localStorage → 跳首页 → 已登录
+```

docs/发布与回滚检查表.md

@@ -0,0 +1,53 @@
+# 企迹系统发布与回滚检查表
+
+> 每次生产发布由发布负责人逐项勾选，并将结果随变更单、流水线和制品一并归档。
+
+## 1. 发布前
+
+- [ ] 变更已合并至受保护分支，MR 审核记录完整。
+- [ ] 已创建发布 Tag，记录提交 SHA、镜像摘要和发布日期。
+- [ ] CI 全部通过：后端测试、前端构建、Ruff、Bandit、依赖漏洞审计、SBOM、Trivy 文件系统扫描。
+- [ ] 已归档 `sbom-backend.cdx.json`、测试报告和扫描报告。
+- [ ] 生产密钥由受控环境或密钥管理系统注入，未写入 Git、镜像层或发布记录。
+- [ ] 数据库已完成备份，并验证备份可读取；回滚负责人和窗口已确认。
+- [ ] 对象存储桶为私有，应用服务账号采用最小读写权限。
+
+## 2. 数据库迁移
+
+在维护窗口、使用生产应用运行身份执行：
+
+```bash
+cd /path/to/qiji/backend
+alembic current
+alembic upgrade head
+alembic current
+```
+
+- [ ] `alembic current` 显示预期修订版本。
+- [ ] 核验 `users.wecom_userid` 的唯一索引已创建。
+- [ ] 如迁移失败，停止发布；不得通过手工修改表结构绕过迁移记录。
+
+## 3. 发布与验证
+
+- [ ] 使用指定 Tag/镜像摘要部署；禁止直接从未审核工作区运行。
+- [ ] 服务以受控 systemd 服务或编排平台运行，未使用开发热重载。
+- [ ] 仅反向代理对公网开放 HTTPS；数据库、缓存、MinIO 管理端口不对公网监听。
+- [ ] 健康检查通过：`GET /health`。
+- [ ] 回归登录、角色授权、企微绑定、受控图片上传和图片下载授权。
+- [ ] 抽查应用日志，确认未输出口令、密钥、令牌或用户输入正文。
+
+## 4. 回滚
+
+触发条件：迁移失败、健康检查失败、关键业务回归失败、出现高危安全告警。
+
+1. 停止本次发布流量切换，恢复上一稳定版本的镜像/制品。
+2. 仅在已验证可逆且有审批的情况下执行 `alembic downgrade`；基线迁移不允许通过盲目降级删除历史表。
+3. 如数据不兼容，按已验证的备份恢复方案处理，并保留操作审计。
+4. 复测健康接口和关键业务，记录故障、影响范围、回滚时间和后续整改项。
+
+## 5. 发布归档
+
+- [ ] 变更单与审批记录
+- [ ] Git Tag、提交 SHA、镜像摘要和 SBOM
+- [ ] 测试、扫描、迁移和部署日志
+- [ ] 上线验证与回滚演练记录

frontend/index.html

@@ -6,6 +6,14 @@
     <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no" />
     <title>企迹 - 政企周报管理系统</title>
 
+    <!-- Apply saved theme before page render to prevent flash -->
+    <script>
+      (function() {
+        var theme = localStorage.getItem('theme') || 'editorial';
+        document.documentElement.setAttribute('data-theme', theme);
+      })();
+    </script>
+
     <!-- Preconnect to Google Fonts origins for faster font loading -->
     <link rel="preconnect" href="https://fonts.googleapis.com">
     <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>

frontend/src/App.vue

@@ -177,6 +177,215 @@ const isMobile = computed(() => {
   --font-mono: 'JetBrains Mono', monospace;
 }
 
+/* ═══════════════════════════════════════════════════════════
+   THEME: Minimal Dark — 极简深色
+   ═══════════════════════════════════════════════════════════ */
+
+:root[data-theme="minimal-dark"] {
+  /* ── Core palette ── */
+  --ink: #E5E5E5;
+  --ink-light: #CCCCCC;
+  --ink-dark: #FFFFFF;
+  --vermilion: #F87171;
+  --vermilion-light: #FCA5A5;
+  --vermilion-dark: #EF4444;
+  --gold: #A78BFA;
+  --gold-light: #C4B5FD;
+  --gold-dark: #8B5CF6;
+  --paper: #141414;
+  --paper-dark: #0D0D0D;
+  --surface: #2D2D2D;
+  --sage: #4ADE80;
+  --amber: #FBBF24;
+  --warm-gray: #999999;
+  --warm-border: #3A3A3A;
+
+  /* ── Semantic tokens ── */
+  --c-primary: var(--ink);
+  --c-primary-light: var(--ink-light);
+  --c-primary-bg: #262626;
+  --c-accent: var(--vermilion);
+  --c-accent-light: var(--vermilion-light);
+  --c-gold: var(--gold);
+  --c-success: var(--sage);
+  --c-warning: var(--amber);
+  --c-danger: var(--vermilion);
+  --c-info: #60A5FA;
+  --c-text: #E5E5E5;
+  --c-text-secondary: #999999;
+  --c-text-muted: #666666;
+  --c-bg: var(--paper);
+  --c-bg-card: var(--surface);
+  --c-border: var(--warm-border);
+
+  /* ── Effects ── */
+  --shadow-sm: 0 1px 2px rgba(0,0,0,0.20);
+  --shadow: 0 1px 3px rgba(0,0,0,0.30);
+  --shadow-md: 0 2px 6px rgba(0,0,0,0.40);
+  --shadow-lg: 0 4px 12px rgba(0,0,0,0.50);
+  --radius: 0px;
+  --radius-sm: 0px;
+  --radius-xs: 0px;
+  --transition: 0.18s cubic-bezier(0.4, 0, 0.2, 1);
+
+  /* ── Misc dark tokens ── */
+  --c-bg-light: #1E1E1E;
+
+  /* ── Sidebar — dark minimal ── */
+  --sidebar-bg: #1A1A1A;
+  --sidebar-color: #E5E5E5;
+  --sidebar-accent: var(--gold);
+  --sidebar-nav-text: #777777;
+  --sidebar-nav-text-hover: #CCCCCC;
+  --sidebar-nav-text-active: #FFFFFF;
+  --sidebar-nav-bg-hover: rgba(255,255,255,0.04);
+  --sidebar-nav-bg-active: rgba(255,255,255,0.06);
+  --sidebar-nav-border-active: var(--gold);
+  --sidebar-divider: #2A2A2A;
+  --sidebar-brand-color: #FFFFFF;
+  --sidebar-brand-sub-color: #666666;
+  --sidebar-group-label-color: #555555;
+  --sidebar-footer-role-color: var(--gold);
+  --sidebar-footer-name-color: #999999;
+
+  /* ── Mobile page accent ── */
+  --page-accent-color: rgba(167,139,250,0.06);
+
+  /* ── Manager chip tags ── */
+  --mgr-chip-text: #E5E5E5;
+
+  /* ── Fonts — sans-serif minimal ── */
+  --font-body: 'Noto Sans SC', 'PingFang SC', 'Microsoft YaHei', sans-serif;
+  --font-heading: 'Noto Sans SC', 'PingFang SC', 'Microsoft YaHei', sans-serif;
+  --font-mono: 'JetBrains Mono', monospace;
+}
+
+/* ═══════════════════════════════════════════════════════════
+   THEME: Tech Dark — 科技深色 (编辑风暗色版)
+   ═══════════════════════════════════════════════════════════ */
+
+:root[data-theme="tech-dark"] {
+  /* ── Core palette ── */
+  --ink: #C8D6E5;
+  --ink-light: #A0B4CC;
+  --ink-dark: #E8EEF4;
+  --vermilion: #F26B6B;
+  --vermilion-light: #F59898;
+  --vermilion-dark: #E55555;
+  --gold: #5B8DEF;
+  --gold-light: #7BA5F5;
+  --gold-dark: #4070D0;
+  --paper: #070D1A;
+  --paper-dark: #050910;
+  --surface: #111B2E;
+  --sage: #4EC9B0;
+  --amber: #E5C07B;
+  --warm-gray: #6B7A8D;
+  --warm-border: #1E2D45;
+
+  /* ── Semantic tokens ── */
+  --c-primary: var(--ink);
+  --c-primary-light: var(--ink-light);
+  --c-primary-bg: #131D30;
+  --c-accent: var(--vermilion);
+  --c-accent-light: var(--vermilion-light);
+  --c-gold: var(--gold);
+  --c-success: var(--sage);
+  --c-warning: var(--amber);
+  --c-danger: var(--vermilion);
+  --c-info: #5B8DEF;
+  --c-text: #C8D6E5;
+  --c-text-secondary: #6B7A8D;
+  --c-text-muted: #455570;
+  --c-bg: var(--paper);
+  --c-bg-card: var(--surface);
+  --c-border: var(--warm-border);
+
+  /* ── Effects ── */
+  --shadow-sm: 0 1px 2px rgba(0,0,0,0.25);
+  --shadow: 0 2px 6px rgba(0,0,0,0.35);
+  --shadow-md: 0 6px 18px rgba(0,0,0,0.45);
+  --shadow-lg: 0 12px 36px rgba(0,0,0,0.55);
+  --radius: 2px;
+  --radius-sm: 2px;
+  --radius-xs: 2px;
+  --transition: 0.22s cubic-bezier(0.4, 0, 0.2, 1);
+
+  /* ── Misc dark tokens ── */
+  --c-bg-light: #101A28;
+
+  /* ── Sidebar — dark tech ── */
+  --sidebar-bg: #0B1120;
+  --sidebar-color: #C8D6E5;
+  --sidebar-accent: var(--gold);
+  --sidebar-nav-text: rgba(200,214,229,0.45);
+  --sidebar-nav-text-hover: rgba(200,214,229,0.80);
+  --sidebar-nav-text-active: #FFFFFF;
+  --sidebar-nav-bg-hover: rgba(91,141,239,0.06);
+  --sidebar-nav-bg-active: rgba(91,141,239,0.10);
+  --sidebar-nav-border-active: var(--gold);
+  --sidebar-divider: rgba(200,214,229,0.06);
+  --sidebar-brand-color: #FFFFFF;
+  --sidebar-brand-sub-color: rgba(200,214,229,0.35);
+  --sidebar-group-label-color: rgba(200,214,229,0.20);
+  --sidebar-footer-role-color: var(--gold);
+  --sidebar-footer-name-color: rgba(200,214,229,0.65);
+
+  /* ── Mobile page accent ── */
+  --page-accent-color: rgba(91,141,239,0.06);
+
+  /* ── Manager chip tags ── */
+  --mgr-chip-text: #C8D6E5;
+
+  /* ── Fonts — editorial Chinese ── */
+  --font-body: 'Noto Serif SC', STSong, Songti SC, '宋体', serif;
+  --font-heading: 'ZCOOL XiaoWei', STSong, Songti SC, serif;
+  --font-mono: 'JetBrains Mono', 'SF Mono', monospace;
+}
+
+/* ═══════════════════════════════════════════════════════════
+   Dark Mode — Element Plus CSS Variable Overrides
+   Override --el-* variables so ALL components render dark
+   ═══════════════════════════════════════════════════════════ */
+
+html.dark {
+  --el-color-white: var(--surface);
+  --el-color-black: var(--c-text);
+  --el-color-primary: var(--c-gold);
+  --el-color-primary-light-3: var(--gold-light);
+  --el-color-primary-light-5: var(--gold-light);
+  --el-color-primary-light-7: var(--c-primary-bg);
+  --el-color-primary-light-8: var(--c-primary-bg);
+  --el-color-primary-light-9: var(--paper-dark);
+  --el-color-primary-dark-2: var(--gold-dark);
+  --el-color-success: var(--c-success);
+  --el-color-warning: var(--c-warning);
+  --el-color-danger: var(--c-danger);
+  --el-color-info: var(--c-info);
+  --el-bg-color: var(--paper);
+  --el-bg-color-page: var(--paper);
+  --el-bg-color-overlay: var(--surface);
+  --el-text-color-primary: var(--c-text);
+  --el-text-color-regular: var(--c-text);
+  --el-text-color-secondary: var(--c-text-secondary);
+  --el-text-color-placeholder: var(--c-text-muted);
+  --el-text-color-disabled: var(--c-text-muted);
+  --el-border-color: var(--warm-border);
+  --el-border-color-light: var(--warm-border);
+  --el-border-color-lighter: var(--warm-border);
+  --el-border-color-extra-light: var(--warm-border);
+  --el-border-color-dark: var(--c-text-muted);
+  --el-fill-color: var(--c-primary-bg);
+  --el-fill-color-light: var(--c-primary-bg);
+  --el-fill-color-lighter: var(--paper-dark);
+  --el-fill-color-blank: var(--surface);
+  --el-disabled-bg-color: var(--paper-dark);
+  --el-disabled-text-color: var(--c-text-muted);
+  --el-disabled-border-color: var(--warm-border);
+  --el-mask-color: rgba(0,0,0,0.6);
+  --el-mask-color-extra-light: rgba(0,0,0,0.3);
+}
+
 /* ── Reset & Base ── */
 *, *::before, *::after { box-sizing: border-box; }
 
@@ -466,4 +675,211 @@ body.col-resizing {
   cursor: col-resize !important;
   user-select: none !important;
 }
+
+/* ═══════════════════════════════════════════════════════════
+   Dark Mode — Element Plus Global Overrides
+   ═══════════════════════════════════════════════════════════ */
+
+html.dark .el-input__wrapper {
+  background: var(--surface) !important;
+  box-shadow: 0 0 0 1px var(--warm-border) inset !important;
+}
+html.dark .el-input__inner {
+  color: var(--c-text) !important;
+}
+html.dark .el-input__wrapper:hover {
+  box-shadow: 0 0 0 1px var(--c-text-muted) inset !important;
+}
+html.dark .el-input__wrapper.is-focus {
+  box-shadow: 0 0 0 2px var(--gold) inset !important;
+}
+
+/* Select dropdown */
+html.dark .el-select-dropdown {
+  background: var(--surface) !important;
+  border-color: var(--warm-border) !important;
+}
+html.dark .el-select-dropdown__item {
+  color: var(--c-text) !important;
+}
+html.dark .el-select-dropdown__item:hover {
+  background: var(--c-primary-bg) !important;
+}
+html.dark .el-select-dropdown__item.selected {
+  color: var(--gold) !important;
+}
+
+/* Table */
+html.dark .el-table {
+  --el-table-bg-color: var(--surface) !important;
+  --el-table-tr-bg-color: var(--surface) !important;
+  --el-table-header-bg-color: var(--c-primary-bg) !important;
+  --el-table-row-hover-bg-color: var(--c-primary-bg) !important;
+  --el-table-border-color: var(--warm-border) !important;
+  --el-table-text-color: var(--c-text) !important;
+  --el-table-header-text-color: var(--c-text) !important;
+}
+html.dark .el-table th.el-table__cell {
+  background: var(--c-primary-bg) !important;
+  color: var(--c-text) !important;
+}
+html.dark .el-table td.el-table__cell {
+  background: var(--surface) !important;
+}
+html.dark .el-table--striped .el-table__body tr.el-table__row--striped td.el-table__cell {
+  background: var(--c-primary-bg) !important;
+}
+html.dark .el-table__body tr:hover > td.el-table__cell {
+  background: var(--c-primary-bg) !important;
+}
+
+/* Pagination */
+html.dark .el-pagination button,
+html.dark .el-pager li {
+  background: var(--surface) !important;
+  color: var(--c-text) !important;
+}
+html.dark .el-pager li.is-active {
+  background: var(--ink) !important;
+  color: #fff !important;
+}
+html.dark .el-pagination button:hover,
+html.dark .el-pager li:hover {
+  color: var(--gold) !important;
+}
+
+/* Button — default / text variant */
+html.dark .el-button--default {
+  --el-button-bg-color: var(--surface);
+  --el-button-border-color: var(--warm-border);
+  --el-button-text-color: var(--c-text);
+  --el-button-hover-bg-color: var(--c-primary-bg);
+  --el-button-hover-border-color: var(--c-text-muted);
+  --el-button-hover-text-color: var(--c-text);
+}
+
+/* Dialog */
+html.dark .el-dialog {
+  --el-dialog-bg-color: var(--surface);
+}
+html.dark .el-dialog__title {
+  color: var(--c-text) !important;
+}
+html.dark .el-dialog__header {
+  border-bottom: 1px solid var(--warm-border);
+}
+
+/* Tabs */
+html.dark .el-tabs__item {
+  color: var(--c-text-secondary) !important;
+}
+html.dark .el-tabs__item.is-active {
+  color: var(--c-text) !important;
+}
+html.dark .el-tabs__header {
+  border-bottom-color: var(--warm-border);
+}
+
+/* Tag */
+html.dark .el-tag {
+  --el-tag-bg-color: var(--c-primary-bg);
+  --el-tag-border-color: var(--warm-border);
+  --el-tag-text-color: var(--c-text);
+}
+
+/* Form label */
+html.dark .el-form-item__label {
+  color: var(--c-text) !important;
+}
+
+/* Progress */
+html.dark .el-progress-bar__outer {
+  background: var(--paper-dark) !important;
+}
+
+/* Date picker panel */
+html.dark .el-picker-panel {
+  background: var(--surface) !important;
+  border-color: var(--warm-border) !important;
+}
+html.dark .el-date-picker__header-label {
+  color: var(--c-text) !important;
+}
+html.dark .el-date-table td {
+  color: var(--c-text);
+}
+html.dark .el-date-table td.current:not(.disabled) .el-date-table-cell__text {
+  background: var(--gold) !important;
+  color: #fff !important;
+}
+html.dark .el-date-table td.today .el-date-table-cell__text {
+  color: var(--gold) !important;
+}
+
+/* Time picker panel */
+html.dark .el-time-panel {
+  background: var(--surface) !important;
+  border-color: var(--warm-border) !important;
+}
+html.dark .el-time-spinner__item {
+  color: var(--c-text-muted) !important;
+}
+html.dark .el-time-spinner__item.is-active {
+  color: var(--c-text) !important;
+}
+
+/* Popover / tooltip */
+html.dark .el-popover,
+html.dark .el-tooltip__popper {
+  background: var(--surface) !important;
+  border-color: var(--warm-border) !important;
+  color: var(--c-text) !important;
+}
+
+/* Message box confirm */
+html.dark .el-message-box {
+  --el-messagebox-bg-color: var(--surface);
+  --el-messagebox-title-color: var(--c-text);
+  --el-messagebox-content-color: var(--c-text-secondary);
+}
+
+/* Empty state */
+html.dark .el-empty__description p {
+  color: var(--c-text-muted) !important;
+}
+
+/* Radio / Checkbox label */
+html.dark .el-radio__label,
+html.dark .el-checkbox__label {
+  color: var(--c-text) !important;
+}
+
+/* Cascader / Tree select */
+html.dark .el-cascader-node__label {
+  color: var(--c-text) !important;
+}
+html.dark .el-cascader-menu {
+  background: var(--surface) !important;
+  border-color: var(--warm-border) !important;
+}
+
+/* Alert */
+html.dark .el-alert {
+  --el-alert-bg-color: var(--c-primary-bg);
+}
+
+/* Drawer */
+html.dark .el-drawer {
+  background: var(--surface) !important;
+}
+
+/* Divider */
+html.dark .el-divider__text {
+  background: var(--surface) !important;
+}
+
+/* Loading mask */
+html.dark .el-loading-mask {
+  background-color: rgba(0,0,0,0.5) !important;
+}
 </style>

frontend/src/api/miniBusiness.ts

@@ -13,4 +13,17 @@ export const miniBusinessApi = {
   delete(id: string) {
     return api.delete(`/mini-business/${id}`)
   },
+  // Follow-up logs
+  getLogs(businessId: string) {
+    return api.get(`/mini-business/${businessId}/logs`)
+  },
+  createLog(businessId: string, data: any) {
+    return api.post(`/mini-business/${businessId}/logs`, data)
+  },
+  updateLog(logId: string, data: any) {
+    return api.put(`/mini-business/logs/${logId}`, data)
+  },
+  deleteLog(logId: string) {
+    return api.delete(`/mini-business/logs/${logId}`)
+  },
 }

frontend/src/api/upload.ts

@@ -1,20 +1,15 @@
 import api from './index'
-import axios from 'axios'
 
 export const uploadApi = {
-  async getPresignedUrl(filename: string, contentType: string = 'image/jpeg') {
-    return api.post('/upload/presigned-url', null, {
-      params: { filename, content_type: contentType },
+  async uploadImage(file: File) {
+    const data = new FormData()
+    data.append('file', file)
+    return api.post('/upload/image', data, {
+      headers: { 'Content-Type': 'multipart/form-data' },
+      timeout: 60000,
     })
   },
   getDownloadUrl(objectKey: string) {
     return api.get('/upload/download-url', { params: { object_key: objectKey } })
   },
-  // Direct upload to MinIO
-  async uploadFile(uploadUrl: string, file: File) {
-    return axios.put(uploadUrl, file, {
-      headers: { 'Content-Type': file.type },
-      timeout: 60000,
-    })
-  },
 }

frontend/src/components/DesktopLayout.vue

@@ -2,7 +2,7 @@
 import { useRoute, useRouter } from 'vue-router'
 import { computed, ref } from 'vue'
 import { useAuthStore } from '@/stores/auth'
-import { useThemeStore, themeLabels } from '@/stores/theme'
+import { useThemeStore } from '@/stores/theme'
 
 const route = useRoute()
 const router = useRouter()
@@ -44,12 +44,15 @@ const menuGroups = computed<MenuGroup[]>(() => {
     label: '管理',
     items: [
       { path: '/customers', label: '客户管理', icon: '<path d="M17 21v-2a4 4 0 0 0-4-4H5a4 4 0 0 0-4 4v2"></path><circle cx="9" cy="7" r="4"></circle>' },
+      { path: '/settings', label: '系统设置', icon: '<circle cx="12" cy="12" r="3"></circle><path d="M19.4 15a1.65 1.65 0 0 0 .33 1.82l.06.06a2 2 0 0 1 0 2.83 2 2 0 0 1-2.83 0l-.06-.06a1.65 1.65 0 0 0-1.82-.33 1.65 1.65 0 0 0-1 1.51V21a2 2 0 0 1-2 2 2 2 0 0 1-2-2v-.09A1.65 1.65 0 0 0 9 19.4a1.65 1.65 0 0 0-1.82.33l-.06.06a2 2 0 0 1-2.83 0 2 2 0 0 1 0-2.83l.06-.06A1.65 1.65 0 0 0 4.68 15a1.65 1.65 0 0 0-1.51-1H3a2 2 0 0 1-2-2 2 2 0 0 1 2-2h.09A1.65 1.65 0 0 0 4.6 9a1.65 1.65 0 0 0-.33-1.82l-.06-.06a2 2 0 0 1 0-2.83 2 2 0 0 1 2.83 0l.06.06A1.65 1.65 0 0 0 9 4.68a1.65 1.65 0 0 0 1-1.51V3a2 2 0 0 1 2-2 2 2 0 0 1 2 2v.09a1.65 1.65 0 0 0 1 1.51 1.65 1.65 0 0 0 1.82-.33l.06-.06a2 2 0 0 1 2.83 0 2 2 0 0 1 0 2.83l-.06.06A1.65 1.65 0 0 0 19.4 9a1.65 1.65 0 0 0 1.51 1H21a2 2 0 0 1 2 2 2 2 0 0 1-2 2h-.09a1.65 1.65 0 0 0-1.51 1z"></path>' },
     ],
   })
   if (auth.isDirector) {
-    groups[groups.length - 1].items.push(
+    groups[groups.length - 1].items.splice(1, 0,
       { path: '/users', label: '用户管理', icon: '<path d="M17 21v-2a4 4 0 0 0-4-4H5a4 4 0 0 0-4 4v2"></path><circle cx="9" cy="7" r="4"></circle><path d="M23 21v-2a4 4 0 0 0-3-3.87"></path><path d="M16 3.13a4 4 0 0 1 0 7.75"></path>' },
-      { path: '/settings', label: '系统设置', icon: '<circle cx="12" cy="12" r="3"></circle><path d="M19.4 15a1.65 1.65 0 0 0 .33 1.82l.06.06a2 2 0 0 1 0 2.83 2 2 0 0 1-2.83 0l-.06-.06a1.65 1.65 0 0 0-1.82-.33 1.65 1.65 0 0 0-1 1.51V21a2 2 0 0 1-2 2 2 2 0 0 1-2-2v-.09A1.65 1.65 0 0 0 9 19.4a1.65 1.65 0 0 0-1.82.33l-.06.06a2 2 0 0 1-2.83 0 2 2 0 0 1 0-2.83l.06-.06A1.65 1.65 0 0 0 4.68 15a1.65 1.65 0 0 0-1.51-1H3a2 2 0 0 1-2-2 2 2 0 0 1 2-2h.09A1.65 1.65 0 0 0 4.6 9a1.65 1.65 0 0 0-.33-1.82l-.06-.06a2 2 0 0 1 0-2.83 2 2 0 0 1 2.83 0l.06.06A1.65 1.65 0 0 0 9 4.68a1.65 1.65 0 0 0 1-1.51V3a2 2 0 0 1 2-2 2 2 0 0 1 2 2v.09a1.65 1.65 0 0 0 1 1.51 1.65 1.65 0 0 0 1.82-.33l.06-.06a2 2 0 0 1 2.83 0 2 2 0 0 1 0 2.83l-.06.06A1.65 1.65 0 0 0 19.4 9a1.65 1.65 0 0 0 1.51 1H21a2 2 0 0 1 2 2 2 2 0 0 1-2 2h-.09a1.65 1.65 0 0 0-1.51 1z"></path>' },
+    )
+    groups[groups.length - 1].items.push(
+      { path: '/audit-log', label: '操作日志', icon: '<polyline points="9 11 12 14 22 4"></polyline><path d="M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11"></path>' },
     )
   }
   return groups
@@ -62,8 +65,7 @@ const roleLabel = computed(() => {
 })
 
 function cycleTheme() {
-  const next = themeStore.currentTheme === 'editorial' ? 'light' : 'editorial'
-  themeStore.setTheme(next)
+  themeStore.toggleMode()
 }
 </script>
 
@@ -108,11 +110,11 @@ function cycleTheme() {
           </svg>
         </button>
         <div class="topbar-actions">
-          <button class="topbar-btn" @click="cycleTheme" :title="'切换至' + themeLabels[themeStore.currentTheme === 'editorial' ? 'light' : 'editorial']">
+          <button class="topbar-btn" @click="cycleTheme" :title="'切换至' + (themeStore.mode === 'light' ? '深色模式' : '亮色模式')">
             <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-              <circle v-if="themeStore.currentTheme === 'editorial'" cx="12" cy="12" r="5"></circle>
-              <path v-if="themeStore.currentTheme === 'editorial'" d="M12 1v2M12 21v2M4.22 4.22l1.42 1.42M18.36 18.36l1.42 1.42M1 12h2M21 12h2M4.22 19.78l1.42-1.42M18.36 5.64l1.42-1.42"></path>
-              <path v-if="themeStore.currentTheme === 'light'" d="M21 12.79A9 9 0 1 1 11.21 3 7 7 0 0 0 21 12.79z"></path>
+              <path v-if="themeStore.mode === 'light'" d="M21 12.79A9 9 0 1 1 11.21 3 7 7 0 0 0 21 12.79z"></path>
+              <circle v-if="themeStore.mode === 'dark'" cx="12" cy="12" r="5"></circle>
+              <path v-if="themeStore.mode === 'dark'" d="M12 1v2M12 21v2M4.22 4.22l1.42 1.42M18.36 18.36l1.42 1.42M1 12h2M21 12h2M4.22 19.78l1.42-1.42M18.36 5.64l1.42-1.42"></path>
             </svg>
           </button>
           <button class="topbar-btn" @click="router.push('/m')" title="移动端">

frontend/src/components/MobileLayout.vue

@@ -2,31 +2,28 @@
 import { useRoute, useRouter } from 'vue-router'
 import { computed } from 'vue'
 import { useAuthStore } from '@/stores/auth'
+import { useThemeStore, themeLabels } from '@/stores/theme'
 
 const route = useRoute()
 const router = useRouter()
 const auth = useAuthStore()
+const themeStore = useThemeStore()
+
+function cycleTheme() {
+  const next = themeStore.currentTheme === 'editorial' ? 'light' : 'editorial'
+  themeStore.setTheme(next)
+}
 
 const tabs = [
-  {
-    path: '/m',
-    label: '首页',
-    icon: 'home',
-  },
-  {
-    path: '/m/visit/new',
-    label: '拜访',
-    icon: 'visit',
-  },
-  {
-    path: '/m/note/new',
-    label: '纪要',
-    icon: 'note',
-  },
+  { path: '/m', label: '首页', icon: 'home' },
+  { path: '/m/work', label: '工作', icon: 'work' },
+  { path: '/m/visit/new', label: '拜访', icon: 'visit' },
+  { path: '/m/note/new', label: '纪要', icon: 'note' },
 ]
 
 const activeTab = computed(() => {
   if (route.path === '/m') return '/m'
+  if (route.path === '/m/work' || route.path.startsWith('/m/plans') || route.path.startsWith('/m/mini-biz') || route.path.startsWith('/m/key-visits') || route.path.startsWith('/m/leaves') || route.path.startsWith('/m/leave')) return '/m/work'
   if (route.path.includes('/visit')) return '/m/visit/new'
   if (route.path.includes('/note')) return '/m/note/new'
   return route.path
@@ -43,6 +40,22 @@ const activeTab = computed(() => {
         <div class="header-rule"></div>
       </div>
       <div class="header-actions">
+        <button class="header-pc-btn" @click="cycleTheme" :title="'切换至' + themeLabels[themeStore.currentTheme === 'editorial' ? 'light' : 'editorial']">
+          <svg v-if="themeStore.currentTheme === 'editorial'" width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+            <circle cx="12" cy="12" r="5"></circle>
+            <line x1="12" y1="1" x2="12" y2="3"></line>
+            <line x1="12" y1="21" x2="12" y2="23"></line>
+            <line x1="4.22" y1="4.22" x2="5.64" y2="5.64"></line>
+            <line x1="18.36" y1="18.36" x2="19.78" y2="19.78"></line>
+            <line x1="1" y1="12" x2="3" y2="12"></line>
+            <line x1="21" y1="12" x2="23" y2="12"></line>
+            <line x1="4.22" y1="19.78" x2="5.64" y2="18.36"></line>
+            <line x1="18.36" y1="5.64" x2="19.78" y2="4.22"></line>
+          </svg>
+          <svg v-else width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+            <path d="M21 12.79A9 9 0 1 1 11.21 3 7 7 0 0 0 21 12.79z"></path>
+          </svg>
+        </button>
         <button class="header-pc-btn" @click="router.push('/')" title="PC版">
           <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
             <rect x="2" y="3" width="20" height="14" rx="2" ry="2"></rect>
@@ -76,6 +89,11 @@ const activeTab = computed(() => {
             <path d="M3 9l9-7 9 7v11a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2z"></path>
             <polyline points="9 22 9 12 15 12 15 22"></polyline>
           </svg>
+          <!-- Work icon -->
+          <svg v-else-if="tab.icon === 'work'" class="tab-icon" width="22" height="22" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round">
+            <rect x="2" y="7" width="20" height="14" rx="2" ry="2"></rect>
+            <path d="M16 21V5a2 2 0 0 0-2-2h-4a2 2 0 0 0-2 2v16"></path>
+          </svg>
           <!-- Visit icon -->
           <svg v-else-if="tab.icon === 'visit'" class="tab-icon" width="22" height="22" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="1.8" stroke-linecap="round" stroke-linejoin="round">
             <path d="M16 4h2a2 2 0 0 1 2 2v14a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V6a2 2 0 0 1 2-2h2"></path>

frontend/src/router/index.ts

@@ -35,13 +35,22 @@ const router = createRouter({
       component: () => import('@/components/MobileLayout.vue'),
       children: [
         { path: '', name: 'MobileHome', component: () => import('@/views/mobile/Home.vue') },
+        { path: 'work', name: 'WorkCenter', component: () => import('@/views/mobile/WorkCenter.vue') },
         { path: 'visit/new', name: 'VisitForm', component: () => import('@/views/mobile/VisitForm.vue') },
         { path: 'visit/:id/edit', name: 'VisitEdit', component: () => import('@/views/mobile/VisitForm.vue') },
         { path: 'work-plan/new', name: 'WorkPlanForm', component: () => import('@/views/mobile/WorkPlanForm.vue') },
+        { path: 'work-plan/:id/edit', name: 'WorkPlanEdit', component: () => import('@/views/mobile/WorkPlanForm.vue') },
         { path: 'mini-biz/new', name: 'MiniBusinessForm', component: () => import('@/views/mobile/MiniBusinessForm.vue') },
+        { path: 'mini-biz/:id/edit', name: 'MiniBusinessEdit', component: () => import('@/views/mobile/MiniBusinessForm.vue') },
         { path: 'key-visit/new', name: 'KeyVisitForm', component: () => import('@/views/mobile/KeyVisitForm.vue') },
+        { path: 'key-visit/:id/edit', name: 'KeyVisitEdit', component: () => import('@/views/mobile/KeyVisitForm.vue') },
         { path: 'note/new', name: 'DailyNoteForm', component: () => import('@/views/mobile/DailyNoteForm.vue') },
         { path: 'note/:id/edit', name: 'DailyNoteEdit', component: () => import('@/views/mobile/DailyNoteForm.vue') },
+        { path: 'visits', name: 'VisitsList', component: () => import('@/views/mobile/VisitsList.vue') },
+        { path: 'notes', name: 'NotesList', component: () => import('@/views/mobile/NotesList.vue') },
+        { path: 'plans', name: 'PlansList', component: () => import('@/views/mobile/PlansList.vue') },
+        { path: 'mini-biz', name: 'MiniBizList', component: () => import('@/views/mobile/MiniBizList.vue') },
+        { path: 'key-visits', name: 'KeyVisitsList', component: () => import('@/views/mobile/KeyVisitsList.vue') },
         { path: 'leaves', name: 'LeavesList', component: () => import('@/views/mobile/LeavesList.vue') },
         { path: 'leave/new', name: 'LeaveForm', component: () => import('@/views/mobile/LeaveForm.vue') },
         { path: 'leave/:id/edit', name: 'LeaveEdit', component: () => import('@/views/mobile/LeaveForm.vue') },
@@ -62,6 +71,7 @@ const router = createRouter({
         { path: 'workspace', name: 'ManagerWorkspace', component: () => import('@/views/desktop/ManagerWorkspace.vue') },
         { path: 'customers', name: 'CustomerManage', component: () => import('@/views/desktop/CustomerManage.vue') },
         { path: 'users', name: 'UserManage', component: () => import('@/views/desktop/UserManage.vue') },
+        { path: 'audit-log', name: 'AuditLog', component: () => import('@/views/desktop/AuditLog.vue') },
         { path: 'settings', name: 'Settings', component: () => import('@/views/desktop/Settings.vue') },
       ],
     },
@@ -70,6 +80,30 @@ const router = createRouter({
 
 router.beforeEach((to, _from, next) => {
   const auth = useAuthStore()
+
+  // Handle WeChat Work OAuth silent login callback: ?token=JWT
+  // Only strip the token if it's a valid JWT — bind tokens (UUID hex) must
+  // survive so pages like WecomBind can read them.
+  const tokenParam = to.query.token as string
+  if (tokenParam && tokenParam.split('.').length === 3) {
+    // Save token to auth store (the JWT contains user_id, name, role, theme)
+    try {
+      const payload = JSON.parse(atob(tokenParam.split('.')[1]))
+      auth.saveLogin({
+        access_token: tokenParam,
+        user_id: payload.user_id,
+        name: payload.name,
+        role: payload.role,
+        theme: payload.theme,
+      })
+      // Remove token from URL only on successful JWT decode
+      const cleanQuery = { ...to.query }
+      delete cleanQuery.token
+      next({ path: to.path, query: cleanQuery, replace: true })
+      return
+    } catch (_) { /* invalid JWT — leave token for page to handle */ }
+  }
+
   if (to.meta.public) {
     next()
     return

frontend/src/stores/auth.ts

@@ -7,21 +7,24 @@ export const useAuthStore = defineStore('auth', () => {
   const userId = ref(localStorage.getItem('userId') || '')
   const name = ref(localStorage.getItem('userName') || '')
   const role = ref(localStorage.getItem('userRole') || '')
+  const theme = ref(localStorage.getItem('theme') || 'editorial')
 
   const isLoggedIn = computed(() => !!token.value)
   const isManager = computed(() => role.value === 'manager')
   const isDirector = computed(() => role.value === 'director')
   const isLeader = computed(() => role.value === 'leader')
 
-  function saveLogin(data: { access_token: string; user_id: string; name: string; role: string }) {
+  function saveLogin(data: { access_token: string; user_id: string; name: string; role: string; theme?: string }) {
     token.value = data.access_token
     userId.value = data.user_id
     name.value = data.name
     role.value = data.role
+    if (data.theme) theme.value = data.theme
     localStorage.setItem('token', data.access_token)
     localStorage.setItem('userId', data.user_id)
     localStorage.setItem('userName', data.name)
     localStorage.setItem('userRole', data.role)
+    if (data.theme) localStorage.setItem('theme', data.theme)
   }
 
   function logout() {
@@ -29,10 +32,14 @@ export const useAuthStore = defineStore('auth', () => {
     userId.value = ''
     name.value = ''
     role.value = ''
-    // Preserve theme preference across logout
-    const savedTheme = localStorage.getItem('theme')
+    // Preserve theme preferences across logout
+    const savedMode = localStorage.getItem('theme-mode')
+    const savedLight = localStorage.getItem('theme-light')
+    const savedDark = localStorage.getItem('theme-dark')
     localStorage.clear()
-    if (savedTheme) localStorage.setItem('theme', savedTheme)
+    if (savedMode) localStorage.setItem('theme-mode', savedMode)
+    if (savedLight) localStorage.setItem('theme-light', savedLight)
+    if (savedDark) localStorage.setItem('theme-dark', savedDark)
   }
 
   async function casdoorLogin(code: string, state: string) {
@@ -52,7 +59,7 @@ export const useAuthStore = defineStore('auth', () => {
   }
 
   return {
-    token, userId, name, role,
+    token, userId, name, role, theme,
     isLoggedIn, isManager, isDirector, isLeader,
     saveLogin, logout, casdoorLogin, wecomLogin, bindWecom,
   }

frontend/src/stores/theme.ts

@@ -1,30 +1,61 @@
 import { defineStore } from 'pinia'
-import { ref } from 'vue'
+import { ref, computed } from 'vue'
 
-export type Theme = 'editorial' | 'light'
+export type Theme = 'editorial' | 'light' | 'minimal-dark' | 'tech-dark'
+type Mode = 'light' | 'dark'
 
 export const themeLabels: Record<Theme, string> = {
   editorial: '编辑风',
   light: '极简亮色',
+  'minimal-dark': '极简深色',
+  'tech-dark': '科技深色',
 }
 
-export const useThemeStore = defineStore('theme', () => {
-  const currentTheme = ref<Theme>(
-    (localStorage.getItem('theme') as Theme) || 'editorial'
-  )
+export const lightThemes: Theme[] = ['editorial', 'light']
+export const darkThemes: Theme[] = ['minimal-dark', 'tech-dark']
 
-  function applyTheme(theme: Theme) {
+export const useThemeStore = defineStore('theme', () => {
+  const mode = ref<Mode>((localStorage.getItem('theme-mode') as Mode) || 'light')
+  const lightTheme = ref<Theme>((localStorage.getItem('theme-light') as Theme) || 'editorial')
+  const darkTheme = ref<Theme>((localStorage.getItem('theme-dark') as Theme) || 'tech-dark')
+
+  const effectiveTheme = computed<Theme>(() => {
+    return mode.value === 'light' ? lightTheme.value : darkTheme.value
+  })
+
+  function applyTheme(theme: Theme, isDark: boolean) {
     document.documentElement.setAttribute('data-theme', theme)
+    if (isDark) {
+      document.documentElement.classList.add('dark')
+    } else {
+      document.documentElement.classList.remove('dark')
+    }
   }
 
-  function setTheme(theme: Theme) {
-    currentTheme.value = theme
-    localStorage.setItem('theme', theme)
-    applyTheme(theme)
+  function apply() {
+    applyTheme(effectiveTheme.value, mode.value === 'dark')
+  }
+
+  function setLightTheme(theme: Theme) {
+    lightTheme.value = theme
+    localStorage.setItem('theme-light', theme)
+    if (mode.value === 'light') apply()
+  }
+
+  function setDarkTheme(theme: Theme) {
+    darkTheme.value = theme
+    localStorage.setItem('theme-dark', theme)
+    if (mode.value === 'dark') apply()
+  }
+
+  function toggleMode() {
+    mode.value = mode.value === 'light' ? 'dark' : 'light'
+    localStorage.setItem('theme-mode', mode.value)
+    apply()
   }
 
   // Apply on init
-  applyTheme(currentTheme.value)
+  apply()
 
-  return { currentTheme, setTheme }
+  return { mode, lightTheme, darkTheme, effectiveTheme, setLightTheme, setDarkTheme, toggleMode }
 })

frontend/src/views/Login.vue

@@ -9,6 +9,22 @@ const route = useRoute()
 const auth = useAuthStore()
 const loading = ref(false)
 
+function isWecom(): boolean {
+  const ua = navigator.userAgent || ''
+  return /wxwork/i.test(ua)
+}
+
+function isMobileDevice(): boolean {
+  const ua = navigator.userAgent || ''
+  return /Android|iPhone|iPad|iPod|webOS/i.test(ua) || window.innerWidth < 768
+}
+
+function getHomePath(): string {
+  // 客户经理永远走移动端；支局长/分管领导根据设备自动适配
+  if (auth.isManager) return '/m'
+  return isMobileDevice() ? '/m' : '/'
+}
+
 function goCasdoorLogin() {
   const returnUrl = (route.query.redirect as string) || ''
   if (returnUrl) {
@@ -32,7 +48,7 @@ onMounted(async () => {
       const returnUrl = sessionStorage.getItem('login_return_url')
       if (returnUrl) { sessionStorage.removeItem('login_return_url'); router.push(returnUrl); return }
       ElMessage.success('登录成功')
-      router.push(auth.isManager ? '/m' : '/')
+      router.push(getHomePath())
     } catch (e: any) {
       ElMessage.error('登录失败: ' + (e.response?.data?.detail || e.message))
     } finally {
@@ -60,7 +76,7 @@ onMounted(async () => {
       const returnUrl = sessionStorage.getItem('login_return_url')
       if (returnUrl) { sessionStorage.removeItem('login_return_url'); router.push(returnUrl); return }
       ElMessage.success('登录成功')
-      router.push(auth.isManager ? '/m' : '/')
+      router.push(getHomePath())
     } catch (e: any) {
       ElMessage.error('企微登录失败')
     } finally {
@@ -69,6 +85,18 @@ onMounted(async () => {
     return
   }
 
+  // ── WeChat Work silent login: redirect to OAuth (no user interaction needed) ──
+  // Skip OAuth when user is on the bind flow — OAuth for unbound users redirects
+  // right back to /wecom-bind without logging them in, creating an infinite loop.
+  if (isWecom()) {
+    const targetPath = (route.query.redirect as string) || '/m'
+    if (!targetPath.startsWith('/wecom-bind')) {
+      const apiBase = window.location.origin
+      window.location.href = `${apiBase}/api/wecom/oauth-url?redirect=${encodeURIComponent(targetPath)}`
+      return
+    }
+  }
+
   // ── Auto-redirect to Casdoor (no button needed) ──
   loading.value = true
   goCasdoorLogin()

frontend/src/views/desktop/AuditLog.vue

@@ -0,0 +1,161 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { ElMessage } from 'element-plus'
+import api from '@/api/index'
+
+const loading = ref(false)
+const items = ref<any[]>([])
+const total = ref(0)
+const page = ref(1)
+const pageSize = ref(50)
+
+const filterEntityType = ref('')
+const filterAction = ref('')
+const filterOperatorId = ref('')
+const filterDateFrom = ref('')
+const filterDateTo = ref('')
+const managers = ref<any[]>([])
+
+const entityTypes = [
+  { value: '', label: '全部类型' },
+  { value: 'customer', label: '客户' },
+  { value: 'visit', label: '拜访记录' },
+  { value: 'daily_note', label: '今日纪要' },
+  { value: 'work_plan', label: '工作计划' },
+  { value: 'mini_business', label: '小微商机' },
+  { value: 'key_visit', label: '要客拜访' },
+  { value: 'user', label: '用户' },
+  { value: 'leave', label: '请假' },
+]
+
+const actions = [
+  { value: '', label: '全部操作' },
+  { value: 'create', label: '创建' },
+  { value: 'update', label: '更新' },
+  { value: 'delete', label: '删除' },
+]
+
+const actionColors: Record<string, string> = {
+  create: '#4A6741',
+  update: '#5B7FA5',
+  delete: '#B8472E',
+}
+
+const actionLabels: Record<string, string> = {
+  create: '创建',
+  update: '更新',
+  delete: '删除',
+}
+
+onMounted(async () => {
+  try {
+    const res = await api.get('/users/', { params: { role: 'manager' } })
+    managers.value = res.data || []
+  } catch (_) {}
+  await loadLogs()
+})
+
+async function loadLogs() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (filterEntityType.value) params.entity_type = filterEntityType.value
+    if (filterAction.value) params.action = filterAction.value
+    if (filterOperatorId.value) params.operator_id = filterOperatorId.value
+    if (filterDateFrom.value) params.date_from = filterDateFrom.value
+    if (filterDateTo.value) params.date_to = filterDateTo.value
+    const res = await api.get('/audit-logs/', { params })
+    items.value = res.data.items || []
+    total.value = res.data.total || 0
+  } catch (e: any) {
+    ElMessage.error('加载失败: ' + (e.response?.data?.detail || e.message))
+  } finally {
+    loading.value = false
+  }
+}
+
+function onSearch() { page.value = 1; loadLogs() }
+function onPageChange() { loadLogs() }
+
+function formatTime(s: string): string {
+  if (!s) return ''
+  const d = new Date(s)
+  const pad = (n: number) => String(n).padStart(2, '0')
+  return `${d.getFullYear()}-${pad(d.getMonth() + 1)}-${pad(d.getDate())} ${pad(d.getHours())}:${pad(d.getMinutes())}:${pad(d.getSeconds())}`
+}
+</script>
+
+<template>
+  <div class="audit-log-page" v-loading="loading">
+    <div class="page-head">
+      <h2 class="page-title">操作日志</h2>
+      <span class="page-subtitle">AUDIT LOG</span>
+      <div class="page-rule"></div>
+    </div>
+
+    <!-- Filters -->
+    <el-card style="margin-bottom:16px">
+      <div class="filter-row">
+        <el-select v-model="filterEntityType" placeholder="实体类型" clearable style="width:120px">
+          <el-option v-for="e in entityTypes" :key="e.value" :label="e.label" :value="e.value" />
+        </el-select>
+        <el-select v-model="filterAction" placeholder="操作" clearable style="width:100px">
+          <el-option v-for="a in actions" :key="a.value" :label="a.label" :value="a.value" />
+        </el-select>
+        <el-select v-model="filterOperatorId" placeholder="操作人" clearable filterable style="width:130px">
+          <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+        <el-date-picker v-model="filterDateFrom" type="date" placeholder="开始日期" value-format="YYYY-MM-DD" style="width:140px" />
+        <el-date-picker v-model="filterDateTo" type="date" placeholder="结束日期" value-format="YYYY-MM-DD" style="width:140px" />
+        <el-button type="primary" @click="onSearch">查询</el-button>
+      </div>
+    </el-card>
+
+    <!-- Table -->
+    <el-card>
+      <el-table :data="items" stripe size="small" v-column-resize>
+        <el-table-column label="时间" width="165">
+          <template #default="{ row }">
+            <span class="log-time">{{ formatTime(row.created_at) }}</span>
+          </template>
+        </el-table-column>
+        <el-table-column label="操作人" width="90" prop="operator_name" />
+        <el-table-column label="操作" width="65">
+          <template #default="{ row }">
+            <el-tag :color="actionColors[row.action]" effect="dark" size="small" disable-transitions style="border:none;color:#fff">
+              {{ actionLabels[row.action] }}
+            </el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="类型" width="85">
+          <template #default="{ row }">
+            <span class="entity-type">{{ row.entity_type_label }}</span>
+          </template>
+        </el-table-column>
+        <el-table-column label="对象" min-width="250">
+          <template #default="{ row }">
+            <span class="log-entity">{{ row.entity_name }}</span>
+            <span v-if="row.summary" class="log-summary"> — {{ row.summary }}</span>
+          </template>
+        </el-table-column>
+      </el-table>
+      <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:16px">
+        <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" @current-change="onPageChange" />
+      </div>
+    </el-card>
+  </div>
+</template>
+
+<style scoped>
+.page-head { margin-bottom: 20px; display: flex; flex-direction: column; gap: 2px; }
+.page-title { margin: 0; font-family: var(--font-heading); font-size: 22px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; }
+.page-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.page-rule { width: 32px; height: 3px; background: var(--gold); margin-top: 12px; }
+
+.filter-row { display: flex; gap: 10px; flex-wrap: wrap; align-items: center; }
+
+.log-time { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.entity-type { font-family: var(--font-body); font-size: 12px; color: var(--warm-gray); }
+.log-entity { font-family: var(--font-heading); font-size: 13px; color: var(--ink); letter-spacing: 0.03em; }
+.log-summary { font-family: var(--font-body); font-size: 12px; color: var(--warm-gray); }
+</style>

frontend/src/views/desktop/CustomerManage.vue

@@ -5,17 +5,124 @@ import { useThemeStore } from '@/stores/theme'
 import { customersApi } from '@/api/customers'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import { getManagerColor as mgrColorFn, getMgrTextColor, loadManagerColors } from '@/utils/managerColor'
+import { compressImage } from '@/utils/image'
 import api from '@/api/index'
+import axios from 'axios'
 
 const auth = useAuthStore()
 const themeStore = useThemeStore()
-const isLight = computed(() => themeStore.currentTheme === 'light')
+const isLight = computed(() => themeStore.mode === 'light')
 const loading = ref(false)
 const search = ref('')
 const filterIndustry = ref('')
 const filterService = ref('')
 const filterManagerId = ref('')
+const customerType = ref('unit')
 const customers = ref<any[]>([])
+
+// Individual view tab data
+const indivTab = ref('visits')
+const indivVisits = ref<any[]>([])
+const indivPlans = ref<any[]>([])
+const indivMini = ref<any[]>([])
+const indivKeyVisits = ref<any[]>([])
+const indivLoading = ref(false)
+
+// Individual record edit
+const indivEditVisible = ref(false)
+const indivEditType = ref('')
+const indivEditForm = ref<any>({})
+const indivEditSaving = ref(false)
+const indivPhotoUrls = ref<Record<string, string>>({})
+
+async function openIndivEdit(type: string, row: any) {
+  indivEditType.value = type
+  indivEditForm.value = { ...row }
+  indivEditVisible.value = true
+  // Load photo URLs for visit editing
+  if (type === 'visit' && row.photos?.length) {
+    for (const key of row.photos) {
+      if (!indivPhotoUrls.value[key]) {
+        try {
+          const urlRes = await api.get('/upload/download-url', { params: { object_key: key } })
+          indivPhotoUrls.value[key] = urlRes.data.download_url
+        } catch (_) { indivPhotoUrls.value[key] = '' }
+      }
+    }
+  }
+}
+
+async function handleIndivPhotoUpload(event: Event) {
+  const target = event.target as HTMLInputElement
+  if (!target.files?.length) return
+  const form = indivEditForm.value
+  if (!form.photos) form.photos = []
+  if (form.photos.length >= 9) { ElMessage.warning('最多9张照片'); return }
+  for (const file of Array.from(target.files)) {
+    if (form.photos.length >= 9) break
+    try {
+      const compressed = await compressImage(file, { maxPixels: 1920, quality: 0.8 })
+      const presignRes = await api.post('/upload/presigned-url', null, { params: { filename: compressed.name, content_type: compressed.type || 'image/jpeg' } })
+      await axios.put(presignRes.data.upload_url, compressed, { headers: { 'Content-Type': compressed.type || 'image/jpeg' } })
+      form.photos.push(presignRes.data.object_key)
+      indivPhotoUrls.value[presignRes.data.object_key] = URL.createObjectURL(compressed)
+    } catch (_) { ElMessage.error('上传失败') }
+  }
+  target.value = ''
+}
+
+function removeIndivPhoto(idx: number) {
+  const form = indivEditForm.value
+  const key = form.photos[idx]
+  delete indivPhotoUrls.value[key]
+  form.photos.splice(idx, 1)
+}
+
+async function handleIndivEditSave() {
+  indivEditSaving.value = true
+  try {
+    const type = indivEditType.value
+    const f = indivEditForm.value
+    if (type === 'visit') {
+      await api.put(`/visits/${f.id}`, {
+        communication_content: f.communication_content,
+        customer_demand: f.customer_demand || '',
+        visitor_name: f.visitor_name || '',
+        visitor_phone: f.visitor_phone || '',
+        visit_method: f.visit_method,
+        time_range: f.time_range || '',
+        visit_date: f.visit_date,
+        manager_id: f.manager_id,
+        photos: f.photos || [],
+      })
+    } else if (type === 'plan') {
+      await api.put(`/work-plans/${f.id}`, { plan_content: f.plan_content, status: f.status, plan_date: f.plan_date, manager_id: f.manager_id })
+    } else if (type === 'mini') {
+      await api.put(`/mini-business/${f.id}`, { product_type: f.product_type, amount: f.amount, follow_up_detail: f.follow_up_detail, status: f.status, expected_revenue_date: f.expected_revenue_date, manager_id: f.manager_id })
+    } else if (type === 'key') {
+      await api.put(`/key-visits/${f.id}`, { description: f.description, urgency_level: f.urgency_level, progress_status: f.progress_status, planned_date: f.planned_date, planned_visitor: f.planned_visitor, visit_target: f.visit_target, manager_id: f.manager_id })
+    }
+    ElMessage.success('已更新')
+    indivEditVisible.value = false
+    loadIndividualData()
+  } catch (e: any) { ElMessage.error('保存失败') }
+  finally { indivEditSaving.value = false }
+}
+
+async function handleIndivEditDelete() {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    const type = indivEditType.value
+    const id = indivEditForm.value.id
+    if (type === 'visit') await api.delete(`/visits/${id}`)
+    else if (type === 'plan') await api.delete(`/work-plans/${id}`)
+    else if (type === 'mini') await api.delete(`/mini-business/${id}`)
+    else if (type === 'key') await api.delete(`/key-visits/${id}`)
+    ElMessage.success('已删除')
+    indivEditVisible.value = false
+    loadIndividualData()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
 const currentPage = ref(1)
 const pageSize = ref(25)
 const total = ref(0)
@@ -36,6 +143,12 @@ const feeCustomUnit = ref('')
 
 const detailVisible = ref(false)
 const detailCustomer = ref<any>(null)
+const detailActiveTab = ref('visits')
+const detailVisits = ref<any[]>([])
+const detailPlans = ref<any[]>([])
+const detailMini = ref<any[]>([])
+const detailKeyVisits = ref<any[]>([])
+const detailLoading = ref(false)
 
 const managers = ref<any[]>([])
 const selectedIds = ref<string[]>([])
@@ -62,6 +175,7 @@ async function loadCustomers() {
     if (filterIndustry.value) params.industry = filterIndustry.value
     if (filterService.value) params.service = filterService.value
     if (filterManagerId.value) params.manager_id = filterManagerId.value
+    if (customerType.value) params.customer_type = customerType.value
     const res = await customersApi.list(params)
     customers.value = res.data.items
     total.value = res.data.total
@@ -73,6 +187,32 @@ function onPageChange(page: number) { currentPage.value = page; loadCustomers()
 function onPageSizeChange(size: number) { pageSize.value = size; currentPage.value = 1; loadCustomers() }
 function onFilterChange() { currentPage.value = 1; loadCustomers() }
 
+function switchCustomerType(type: string) {
+  customerType.value = type
+  if (type === 'unit') {
+    onFilterChange()
+  } else {
+    loadIndividualData()
+  }
+}
+
+async function loadIndividualData() {
+  indivLoading.value = true
+  try {
+    const [visits, plans, mini, keyVisits] = await Promise.all([
+      api.get('/visits/', { params: { customer_type: 'individual' } }),
+      api.get('/work-plans/', { params: { customer_type: 'individual' } }),
+      api.get('/mini-business/', { params: { customer_type: 'individual' } }),
+      api.get('/key-visits/', { params: { customer_type: 'individual' } }),
+    ])
+    indivVisits.value = Array.isArray(visits.data) ? visits.data : (visits.data.items || [])
+    indivPlans.value = Array.isArray(plans.data) ? plans.data : (plans.data.items || [])
+    indivMini.value = Array.isArray(mini.data) ? mini.data : (mini.data.items || [])
+    indivKeyVisits.value = Array.isArray(keyVisits.data) ? keyVisits.data : (keyVisits.data.items || [])
+  } catch (_) {}
+  finally { indivLoading.value = false }
+}
+
 function buildMonthlyFee(): string {
   const amt = form.value.fee_amount.trim()
   if (!amt) return ''
@@ -205,7 +345,30 @@ function mgrTextColor(name: string) {
 }
 
 async function openDetail(customer: any) {
-  try { const res = await customersApi.get(customer.id); detailCustomer.value = res.data; detailVisible.value = true } catch (_) {}
+  try {
+    const res = await customersApi.get(customer.id)
+    detailCustomer.value = res.data
+    detailActiveTab.value = 'visits'
+    detailVisible.value = true
+    loadDetailData(customer.id)
+  } catch (_) {}
+}
+
+async function loadDetailData(customerId: string) {
+  detailLoading.value = true
+  try {
+    const [visits, plans, mini, keyVisits] = await Promise.all([
+      api.get('/visits/', { params: { customer_id: customerId } }),
+      api.get('/work-plans/', { params: { customer_id: customerId } }),
+      api.get('/mini-business/', { params: { customer_id: customerId } }),
+      api.get('/key-visits/', { params: { customer_id: customerId } }),
+    ])
+    detailVisits.value = Array.isArray(visits.data) ? visits.data : (visits.data.items || [])
+    detailPlans.value = Array.isArray(plans.data) ? plans.data : (plans.data.items || [])
+    detailMini.value = Array.isArray(mini.data) ? mini.data : (mini.data.items || [])
+    detailKeyVisits.value = Array.isArray(keyVisits.data) ? keyVisits.data : (keyVisits.data.items || [])
+  } catch (_) {}
+  finally { detailLoading.value = false }
 }
 
 async function handleDelete(customer: any) {
@@ -294,12 +457,72 @@ async function handleImport() {
             </svg>
             导出
           </el-button>
-          <el-button v-if="auth.isDirector" type="primary" @click="openCreate">+ 新建客户</el-button>
+          <el-button v-if="auth.isDirector" type="primary" @click="openCreate" :disabled="customerType === 'individual'">+ 新建客户</el-button>
         </div>
       </div>
       <div class="page-rule"></div>
     </div>
 
+    <!-- Type Toggle -->
+    <div style="margin-bottom:14px">
+      <div class="type-tabs">
+        <button :class="['type-tab', { 'type-tab--active': customerType === 'unit' }]" @click="switchCustomerType('unit')">单位客户</button>
+        <button :class="['type-tab', { 'type-tab--active': customerType === 'individual' }]" @click="switchCustomerType('individual')">个人用户</button>
+      </div>
+    </div>
+
+    <!-- Individual View: 4 Tabs -->
+    <div v-if="customerType === 'individual'" v-loading="indivLoading">
+      <el-tabs v-model="indivTab">
+        <el-tab-pane label="拜访记录" name="visits">
+          <el-table :data="indivVisits" size="small" max-height="400" v-if="indivVisits.length">
+            <el-table-column prop="visit_date" label="日期" width="110" />
+            <el-table-column prop="visit_method" label="方式" width="80" />
+            <el-table-column prop="communication_content" label="沟通内容" min-width="200" show-overflow-tooltip />
+            <el-table-column prop="visitor_name" label="拜访人" width="80" />
+            <el-table-column prop="manager_name" label="客户经理" width="80" />
+            <el-table-column prop="customer_name" label="客户" width="100" />
+            <el-table-column label="操作" width="60" fixed="right"><template #default="{ row }"><el-button size="small" @click="openIndivEdit('visit', row)">编辑</el-button></template></el-table-column>
+          </el-table>
+          <div v-else class="empty-tab">暂无拜访记录</div>
+        </el-tab-pane>
+        <el-tab-pane label="工作计划" name="plans">
+          <el-table :data="indivPlans" size="small" max-height="400" v-if="indivPlans.length">
+            <el-table-column prop="plan_date" label="计划时间" width="110" />
+            <el-table-column prop="plan_content" label="工作计划" min-width="250" show-overflow-tooltip />
+            <el-table-column prop="status" label="状态" width="80" />
+            <el-table-column prop="customer_name" label="客户" width="120" />
+            <el-table-column label="操作" width="60" fixed="right"><template #default="{ row }"><el-button size="small" @click="openIndivEdit('plan', row)">编辑</el-button></template></el-table-column>
+          </el-table>
+          <div v-else class="empty-tab">暂无工作计划</div>
+        </el-tab-pane>
+        <el-tab-pane label="商机跟单" name="mini">
+          <el-table :data="indivMini" size="small" max-height="400" v-if="indivMini.length">
+            <el-table-column prop="product_type" label="产品类型" width="110" />
+            <el-table-column prop="amount" label="金额" width="100" />
+            <el-table-column prop="status" label="状态" width="80" />
+            <el-table-column prop="follow_up_detail" label="跟进内容" min-width="200" show-overflow-tooltip />
+            <el-table-column prop="customer_name" label="客户" width="120" />
+            <el-table-column label="操作" width="60" fixed="right"><template #default="{ row }"><el-button size="small" @click="openIndivEdit('mini', row)">编辑</el-button></template></el-table-column>
+          </el-table>
+          <div v-else class="empty-tab">暂无商机记录</div>
+        </el-tab-pane>
+        <el-tab-pane label="要客拜访" name="keyVisits">
+          <el-table :data="indivKeyVisits" size="small" max-height="400" v-if="indivKeyVisits.length">
+            <el-table-column prop="planned_date" label="计划时间" width="110" />
+            <el-table-column prop="description" label="内容" min-width="250" show-overflow-tooltip />
+            <el-table-column prop="urgency_level" label="紧急度" width="80" />
+            <el-table-column prop="customer_name" label="客户" width="120" />
+            <el-table-column label="操作" width="60" fixed="right"><template #default="{ row }"><el-button size="small" @click="openIndivEdit('key', row)">编辑</el-button></template></el-table-column>
+          </el-table>
+          <div v-else class="empty-tab">暂不要客记录</div>
+        </el-tab-pane>
+      </el-tabs>
+    </div>
+
+    <!-- Unit View: Search + Table -->
+    <template v-if="customerType === 'unit'">
+
     <!-- Search & Filter -->
     <el-card style="margin-bottom: 16px;">
       <el-row :gutter="12" align="middle">
@@ -403,25 +626,76 @@ async function handleImport() {
     </el-dialog>
 
     <!-- Detail Dialog -->
-    <el-dialog v-model="detailVisible" title="客户详情" width="500px">
-      <template v-if="detailCustomer">
-        <el-descriptions :column="1" border>
-          <el-descriptions-item label="单位名称">{{ detailCustomer.name }}</el-descriptions-item>
-          <el-descriptions-item label="行业">{{ detailCustomer.industry || '-' }}</el-descriptions-item>
-          <el-descriptions-item label="地址">{{ detailCustomer.address || '-' }}</el-descriptions-item>
-          <el-descriptions-item label="在用业务">{{ detailCustomer.in_use_services || '-' }}</el-descriptions-item>
-          <el-descriptions-item label="收支费用">{{ detailCustomer.monthly_fee || '-' }}</el-descriptions-item>
-          <el-descriptions-item label="备注">{{ detailCustomer.remarks || '-' }}</el-descriptions-item>
-          <el-descriptions-item label="客户经理">{{ detailCustomer.primary_manager_name || '-' }}</el-descriptions-item>
-        </el-descriptions>
-        <h4 style="margin-top:16px; font-family: var(--font-heading); color: var(--ink)">联系人</h4>
-        <div v-if="detailCustomer.contacts?.length">
-          <el-tag v-for="c in detailCustomer.contacts" :key="c.id" style="margin:4px">
-            {{ c.name }}{{ c.phone ? ' · '+c.phone : '' }}{{ c.role_desc ? ' ('+c.role_desc+')' : '' }}
-          </el-tag>
+    <el-dialog v-model="detailVisible" :title="detailCustomer?.name || '客户详情'" width="800px" v-if="detailCustomer">
+      <!-- Basic Info Card -->
+      <div class="cust-info-card">
+        <div class="cust-info-name">{{ detailCustomer.name }}</div>
+        <div class="cust-info-bar">
+          <span class="cust-info-item">行业：{{ detailCustomer.industry || '-' }}</span>
+          <span class="cust-info-sep">|</span>
+          <span class="cust-info-item">地址：{{ detailCustomer.address || '-' }}</span>
+          <span class="cust-info-sep">|</span>
+          <span class="cust-info-item">费用：{{ detailCustomer.monthly_fee || '-' }}</span>
+          <span class="cust-info-sep">|</span>
+          <span class="cust-info-item">客户经理：{{ detailCustomer.primary_manager_name || '-' }}</span>
         </div>
-        <div v-else style="color: var(--c-text-muted); text-align:center; padding:12px">暂无联系人</div>
-      </template>
+        <div v-if="detailCustomer.in_use_services" class="cust-info-bar">
+          <span class="cust-info-item">在用业务：{{ detailCustomer.in_use_services }}</span>
+        </div>
+        <div v-if="detailCustomer.contacts?.length" class="cust-info-bar">
+          <span class="cust-info-item">联系人：{{ detailCustomer.contacts.map((c:any) => c.name + (c.phone ? ' '+c.phone : '')).join('、') }}</span>
+        </div>
+      </div>
+
+      <!-- Tabs -->
+      <el-tabs v-model="detailActiveTab" style="margin-top:16px">
+        <el-tab-pane label="拜访记录" name="visits">
+          <div v-loading="detailLoading">
+            <el-table :data="detailVisits" size="small" max-height="300" v-if="detailVisits.length">
+              <el-table-column prop="visit_date" label="日期" width="110" />
+              <el-table-column prop="visit_method" label="方式" width="80" />
+              <el-table-column prop="communication_content" label="沟通内容" min-width="200" show-overflow-tooltip />
+              <el-table-column prop="manager_name" label="客户经理" width="90" />
+            </el-table>
+            <div v-else class="empty-tab">暂无拜访记录</div>
+          </div>
+        </el-tab-pane>
+        <el-tab-pane label="工作计划" name="plans">
+          <div v-loading="detailLoading">
+            <el-table :data="detailPlans" size="small" max-height="300" v-if="detailPlans.length">
+              <el-table-column prop="plan_date" label="计划时间" width="110" />
+              <el-table-column prop="plan_content" label="工作计划" min-width="220" show-overflow-tooltip />
+              <el-table-column prop="status" label="状态" width="90" />
+              <el-table-column prop="manager_name" label="客户经理" width="90" />
+            </el-table>
+            <div v-else class="empty-tab">暂无工作计划</div>
+          </div>
+        </el-tab-pane>
+        <el-tab-pane label="商机跟单" name="mini">
+          <div v-loading="detailLoading">
+            <el-table :data="detailMini" size="small" max-height="300" v-if="detailMini.length">
+              <el-table-column prop="product_type" label="产品类型" width="110" />
+              <el-table-column prop="amount" label="金额" width="100" />
+              <el-table-column prop="status" label="状态" width="80" />
+              <el-table-column prop="follow_up_detail" label="跟进内容" min-width="180" show-overflow-tooltip />
+              <el-table-column prop="manager_name" label="客户经理" width="90" />
+            </el-table>
+            <div v-else class="empty-tab">暂无商机记录</div>
+          </div>
+        </el-tab-pane>
+        <el-tab-pane label="要客拜访" name="keyVisits">
+          <div v-loading="detailLoading">
+            <el-table :data="detailKeyVisits" size="small" max-height="300" v-if="detailKeyVisits.length">
+              <el-table-column prop="planned_date" label="计划时间" width="110" />
+              <el-table-column prop="description" label="内容" min-width="200" show-overflow-tooltip />
+              <el-table-column prop="urgency_level" label="紧急度" width="80" />
+              <el-table-column prop="manager_name" label="客户经理" width="90" />
+            </el-table>
+            <div v-else class="empty-tab">暂不要客记录</div>
+          </div>
+        </el-tab-pane>
+      </el-tabs>
+
       <template #footer>
         <el-button v-if="!auth.isLeader" type="primary" @click="detailVisible=false; openEdit(detailCustomer)">编辑</el-button>
         <el-button v-if="auth.isDirector" type="danger" @click="detailVisible=false; handleDelete(detailCustomer)">删除</el-button>
@@ -454,6 +728,92 @@ async function handleImport() {
         <el-button type="primary" :loading="importLoading" @click="handleImport" :disabled="!importFile">确认导入</el-button>
       </template>
     </el-dialog>
+    </template>
+
+    <!-- Individual Record Edit Dialog -->
+    <el-dialog v-model="indivEditVisible" :title="'编辑' + ({visit:'拜访',plan:'计划',mini:'商机',key:'要客'}[indivEditType]||'')" width="550px">
+      <el-form label-position="top" v-if="indivEditForm">
+        <template v-if="indivEditType === 'visit'">
+          <el-form-item label="客户经理">
+            <el-select v-model="indivEditForm.manager_id" filterable style="width:100%">
+              <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="日期"><el-date-picker v-model="indivEditForm.visit_date" type="date" style="width:100%" /></el-form-item>
+          <el-form-item label="拜访方式">
+            <div style="display:flex;gap:8px">
+              <el-button v-for="m in ['上门','电话','微信','出差']" :key="m" size="small" :type="indivEditForm.visit_method === m ? 'primary' : ''" @click="indivEditForm.visit_method = m">{{ m }}</el-button>
+            </div>
+          </el-form-item>
+          <el-form-item label="时间范围"><el-input v-model="indivEditForm.time_range" placeholder="如: 10:00-11:30" /></el-form-item>
+          <el-form-item label="拜访人姓名"><el-input v-model="indivEditForm.visitor_name" /></el-form-item>
+          <el-form-item label="拜访人电话"><el-input v-model="indivEditForm.visitor_phone" /></el-form-item>
+          <el-form-item label="相关人员"><el-input v-model="indivEditForm.companion_names_str" placeholder="多个姓名用、分隔" /></el-form-item>
+          <el-form-item label="沟通内容"><el-input v-model="indivEditForm.communication_content" type="textarea" :rows="4" /></el-form-item>
+          <el-form-item label="客户需求"><el-input v-model="indivEditForm.customer_demand" type="textarea" :rows="2" /></el-form-item>
+          <el-form-item v-if="indivEditForm.photos?.length" label="照片">
+            <div style="display:flex;gap:8px;flex-wrap:wrap">
+              <div v-for="(key, idx) in indivEditForm.photos" :key="key" style="position:relative">
+                <img :src="indivPhotoUrls[key]" style="width:80px;height:80px;object-fit:cover;border:1px solid var(--warm-border)" v-if="indivPhotoUrls[key]" />
+                <span v-else style="width:80px;height:80px;display:flex;align-items:center;justify-content:center;background:var(--paper);border:1px solid var(--warm-border);font-size:12px;color:var(--warm-gray)">加载中</span>
+                <button type="button" style="position:absolute;top:-6px;right:-6px;background:var(--vermilion);color:#fff;border:none;width:18px;height:18px;cursor:pointer;font-size:12px;line-height:1" @click="removeIndivPhoto(idx)">×</button>
+              </div>
+            </div>
+          </el-form-item>
+          <el-form-item label="添加照片">
+            <label style="cursor:pointer;display:inline-flex;align-items:center;gap:6px;padding:8px 14px;border:1px dashed var(--warm-border);color:var(--warm-gray);font-size:13px">
+              <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"><rect x="3" y="3" width="18" height="18" rx="2" ry="2"></rect><circle cx="8.5" cy="8.5" r="1.5"></circle><polyline points="21 15 16 10 5 21"></polyline></svg>
+              上传照片（最多9张）
+              <input type="file" accept="image/*" multiple style="display:none" @change="handleIndivPhotoUpload" />
+            </label>
+          </el-form-item>
+        </template>
+        <template v-else-if="indivEditType === 'plan'">
+          <el-form-item label="客户经理">
+            <el-select v-model="indivEditForm.manager_id" filterable style="width:100%">
+              <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="计划日期"><el-date-picker v-model="indivEditForm.plan_date" type="date" style="width:100%" /></el-form-item>
+          <el-form-item label="工作计划"><el-input v-model="indivEditForm.plan_content" type="textarea" :rows="4" /></el-form-item>
+          <el-form-item label="状态"><el-select v-model="indivEditForm.status" style="width:100%"><el-option v-for="s in ['计划中','已完成','已取消']" :key="s" :label="s" :value="s" /></el-select></el-form-item>
+        </template>
+        <template v-else-if="indivEditType === 'mini'">
+          <el-form-item label="客户经理">
+            <el-select v-model="indivEditForm.manager_id" filterable style="width:100%">
+              <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="产品类型"><el-input v-model="indivEditForm.product_type" /></el-form-item>
+          <el-form-item label="金额"><el-input v-model="indivEditForm.amount" /></el-form-item>
+          <el-form-item label="跟进内容"><el-input v-model="indivEditForm.follow_up_detail" type="textarea" :rows="4" /></el-form-item>
+          <el-form-item label="状态"><el-select v-model="indivEditForm.status" style="width:100%"><el-option v-for="s in ['跟进中','已签约','已流失']" :key="s" :label="s" :value="s" /></el-select></el-form-item>
+          <el-form-item label="预计列收时间"><el-date-picker v-model="indivEditForm.expected_revenue_date" type="month" value-format="YYYY-MM" placeholder="选择月份" style="width:100%" /></el-form-item>
+        </template>
+        <template v-else-if="indivEditType === 'key'">
+          <el-form-item label="客户经理">
+            <el-select v-model="indivEditForm.manager_id" filterable style="width:100%">
+              <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="紧急重要度">
+            <div style="display:flex;gap:8px">
+              <el-button v-for="u in ['一般','重要','紧急']" :key="u" size="small" :type="indivEditForm.urgency_level === u ? (u==='紧急'?'danger':u==='重要'?'warning':'') : ''" @click="indivEditForm.urgency_level = u">{{ u }}</el-button>
+            </div>
+          </el-form-item>
+          <el-form-item label="内容描述"><el-input v-model="indivEditForm.description" type="textarea" :rows="4" /></el-form-item>
+          <el-form-item label="进展状态"><el-select v-model="indivEditForm.progress_status" style="width:100%"><el-option v-for="s in ['未开始','进行中','已完成']" :key="s" :label="s" :value="s" /></el-select></el-form-item>
+          <el-form-item label="计划拜访时间"><el-date-picker v-model="indivEditForm.planned_date" type="date" value-format="YYYY-MM-DD" style="width:100%" /></el-form-item>
+          <el-form-item label="计划拜访人"><el-input v-model="indivEditForm.planned_visitor" placeholder="多个用、分隔" /></el-form-item>
+          <el-form-item label="拜访对象"><el-input v-model="indivEditForm.visit_target" /></el-form-item>
+        </template>
+      </el-form>
+      <template #footer>
+        <el-button type="danger" @click="handleIndivEditDelete" style="float:left">删除</el-button>
+        <el-button @click="indivEditVisible = false">取消</el-button>
+        <el-button type="primary" :loading="indivEditSaving" @click="handleIndivEditSave">保存</el-button>
+      </template>
+    </el-dialog>
 
     <!-- Merge confirmation dialog -->
     <el-dialog v-model="mergeDialogVisible" title="合并客户" width="520px" :close-on-click-modal="false">
@@ -499,4 +859,16 @@ async function handleImport() {
 }
 .page-rule { width: 32px; height: 3px; background: var(--gold); margin-top: 8px; }
 .header-btns { display: flex; gap: 8px; }
+.cust-info-bar { display: flex; align-items: center; gap: 4px; font-size: 13px; color: var(--ink); padding: 2px 0; }
+.cust-info-item { white-space: nowrap; }
+.cust-info-sep { color: var(--warm-border); margin: 0 6px; }
+.empty-tab { text-align: center; color: var(--c-text-muted); padding: 24px 0 12px; font-size: 13px; }
+.type-tabs { display: inline-flex; border: 1px solid var(--warm-border); }
+.type-tab { padding: 8px 22px; border: none; background: var(--surface); font-family: var(--font-heading); font-size: 14px; color: var(--warm-gray); cursor: pointer; transition: all 0.2s; letter-spacing: 0.04em; }
+.type-tab:not(:last-child) { border-right: 1px solid var(--warm-border); }
+.type-tab:hover { color: var(--ink); }
+.type-tab--active { background: var(--ink); color: #fff; }
+.type-tab--active:hover { color: #fff; }
+.cust-info-card { background: var(--c-bg-light, #faf9f6); border: 1px solid var(--warm-border); border-radius: 6px; padding: 14px 18px; margin-bottom: 4px; }
+.cust-info-name { font-family: var(--font-heading); font-size: 16px; color: var(--ink); letter-spacing: 0.04em; margin-bottom: 6px; }
 </style>

frontend/src/views/desktop/Dashboard.vue

@@ -9,7 +9,7 @@ import api from '@/api/index'
 const router = useRouter()
 const auth = useAuthStore()
 const loading = ref(false)
-const stats = ref({ week_visits: 0, work_plans: 0, mini_business: 0, key_visits: 0, week_leaves: 0, week_start: '', week_end: '' })
+const stats = ref({ week_visits: 0, work_plans: 0, mini_business: 0, key_visits: 0, week_leaves: 0, overdue_plans: 0, week_start: '', week_end: '' })
 const progress = ref<any[]>([])
 const weekOffset = ref(0)  // 0 = current week, -1 = last week, etc.
 
@@ -145,8 +145,8 @@ function rowState(p: any): 'full' | 'catching' | 'missing' | 'on_leave' | 'rest_
           </svg>
         </div>
         <div class="stat-body">
-          <span class="stat-num">{{ stats.work_plans }}</span>
-          <span class="stat-label">工作计划</span>
+          <span class="stat-num">{{ stats.work_plans }}<span v-if="stats.overdue_plans" class="stat-overdue">/{{ stats.overdue_plans }}</span></span>
+          <span class="stat-label">工作计划<template v-if="stats.overdue_plans"> · <span style="color:var(--vermilion)">{{ stats.overdue_plans }}条过期</span></template></span>
         </div>
       </div>
       <div class="stat-card stat-card--clickable" @click="router.push('/mini-business')">
@@ -296,6 +296,7 @@ function rowState(p: any): 'full' | 'catching' | 'missing' | 'on_leave' | 'rest_
   font-family: var(--font-body);
   font-size: 12px; color: var(--warm-gray); letter-spacing: 0.04em;
 }
+.stat-overdue { font-size: 16px; color: var(--vermilion); font-family: var(--font-mono); }
 
 /* ═══ Progress Grid — responsive 2-column ═══ */
 .progress-grid {
@@ -426,4 +427,17 @@ function rowState(p: any): 'full' | 'catching' | 'missing' | 'on_leave' | 'rest_
 .leave-text { font-size: 13px; color: #5B7FA5; font-family: var(--font-body); }
 .rest-text { font-size: 13px; color: #9CA3AF; font-family: var(--font-body); }
 .empty { text-align: center; color: var(--c-text-muted); padding: 40px 0; font-family: var(--font-body); }
+
+/* ═══ Dark Mode — Dashboard ═══ */
+html.dark .stat-glyph--ink,
+html.dark .stat-glyph--sage,
+html.dark .stat-glyph--gold,
+html.dark .stat-glyph--vermilion {
+  background: transparent;
+}
+html.dark .progress-row--missing  { background: rgba(248,113,113,0.06); }
+html.dark .progress-row--catching { background: rgba(251,191,36,0.05); }
+html.dark .progress-row--full     { background: rgba(74,222,128,0.05); }
+html.dark .progress-row--on_leave { background: rgba(96,165,250,0.05); }
+html.dark .progress-row--rest_day { background: rgba(156,163,175,0.03); }
 </style>

frontend/src/views/desktop/KeyVisits.vue

@@ -12,9 +12,10 @@ import EditLogPanel from '@/components/EditLogPanel.vue'
 const auth = useAuthStore()
 const themeStore = useThemeStore()
 const loading = ref(false)
-const isLight = computed(() => themeStore.currentTheme === 'light')
+const isLight = computed(() => themeStore.mode === 'light')
 const keyVisits = ref<any[]>([])
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 const shotRef = ref<HTMLElement | null>(null)
 const { capturing, captureEl } = useScreenshot()
 const allUsers = ref<any[]>([])
@@ -29,6 +30,8 @@ const keyStatuses = ['未开始', '进行中', '已完成']
 // ── Filters ──
 const filterManager = ref('')
 const filterStatus = ref('')
+const searchText = ref('')
+function onSearch() { loadItems() }
 
 const managerOptions = computed(() => {
   const seen = new Set<string>()
@@ -79,6 +82,9 @@ const managerSummary = computed(() => {
 
 onMounted(async () => {
   await Promise.all([loadItems(), loadCustomers(), loadUsers(), loadManagerColors()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
 async function loadUsers() {
@@ -88,6 +94,8 @@ async function loadUsers() {
   } catch (_) {}
 }
 
+const customerSearch = ref('')
+
 async function loadCustomers(q?: string) {
   try {
     const params: any = { page_size: 500 }
@@ -97,10 +105,34 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
 async function loadItems() {
   loading.value = true
   try {
-    const res = await api.get('/key-visits/')
+    const params: any = {}
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/key-visits/', { params })
     keyVisits.value = res.data
   } catch (e: any) { ElMessage.error('加载失败') }
   finally { loading.value = false }
@@ -108,7 +140,7 @@ async function loadItems() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '' }
+  form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
   plannedVisitors.value = []
   dialogVisible.value = true
 }
@@ -128,6 +160,7 @@ function onVisitorsChange(val: string[]) {
 }
 
 async function handleSave() {
+    if (!form.value.customer_id) { ElMessage.warning('请选择客户单位'); return }
   try {
     if (dialogMode.value === 'create') {
       await api.post('/key-visits/', form.value)
@@ -198,6 +231,9 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Filter Bar -->
     <div class="filter-bar">
       <div class="filter-row">
+        <div class="filter-item">
+          <el-input v-model="searchText" placeholder="搜索..." clearable size="small" style="width:180px" @keyup.enter="onSearch" @clear="onSearch" />
+        </div>
         <div class="filter-item">
           <label class="filter-label">客户经理</label>
           <el-select v-model="filterManager" clearable placeholder="全部" size="small" style="width:150px">
@@ -269,9 +305,20 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Dialog -->
     <el-dialog v-model="dialogVisible" :title="(dialogMode === 'create' ? '新建' : '编辑') + ' 要客拜访'" width="520px">
       <el-form label-position="top">
-        <el-form-item label="客户单位">
-          <el-select v-model="form.customer_id" filterable remote :remote-method="(q: string) => loadCustomers(q)" placeholder="搜索选择客户" style="width:100%">
+        <el-form-item label="客户单位 *">
+          <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索选择客户" style="width:100%">
             <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+            <template #empty>
+              <div v-if="customerSearch" class="select-empty-create">
+                <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+                <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">+ 新建客户「{{ customerSearch }}」</button>
+              </div>
+            </template>
+          </el-select>
+        </el-form-item>
+        <el-form-item v-if="auth.isDirector || auth.isLeader" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
           </el-select>
         </el-form-item>
         <el-form-item label="紧急重要度">
@@ -329,4 +376,8 @@ async function quickStatusChange(row: any, newStatus: string) {
 .filter-item { display: flex; align-items: center; gap: 8px; }
 .filter-label { font-size: 13px; color: var(--warm-gray); font-family: var(--font-body); white-space: nowrap; }
 .filter-count { font-size: 12px; color: var(--c-text-muted); font-family: var(--font-mono); margin-left: auto; }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 6px 12px; color: var(--gold-dark); font-family: var(--font-body); font-size: 12px; cursor: pointer; transition: all 0.2s; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/desktop/Leaves.vue

@@ -27,7 +27,7 @@ const leaveTypeColors: Record<string, string> = {
 
 const filterManager = ref('')
 const filterStatus = ref('')
-const isLight = computed(() => themeStore.currentTheme === 'light')
+const isLight = computed(() => themeStore.mode === 'light')
 
 const today = new Date().toISOString().slice(0, 10)
 
@@ -138,7 +138,9 @@ async function handleSave() {
     dialogVisible.value = false
     await loadLeaves()
   } catch (e: any) {
-    ElMessage.error('保存失败: ' + (e.response?.data?.detail || e.message))
+    const detail = e.response?.data?.detail
+    const msg = Array.isArray(detail) ? detail.map((d: any) => d.msg).join('; ') : (detail || e.message)
+    ElMessage.error('保存失败: ' + msg)
   }
 }
 
@@ -276,12 +278,14 @@ function onStatusChange(val: string) {
             type="date"
             placeholder="开始日期"
             style="width:100%; margin-bottom: 8px"
+            value-format="YYYY-MM-DD"
           />
           <el-date-picker
             v-model="form.end_date"
             type="date"
             placeholder="结束日期"
             style="width:100%"
+            value-format="YYYY-MM-DD"
           />
         </el-form-item>
         <el-form-item label="原因（选填）">
@@ -329,4 +333,5 @@ function onStatusChange(val: string) {
   border-left: 3px solid #5B7FA5 !important;
   background: rgba(91, 127, 165, 0.04) !important;
 }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/desktop/LightBoard.vue

@@ -141,6 +141,11 @@ const statusLabel: Record<string, string> = { green: '近30天已拜访', yellow
             <span class="manager-expand">{{ expandedManagers.has(m.manager_id) ? '▼' : '▶' }}</span>
             <span class="manager-name" @click.stop="goManagerReport(m.manager_id)">{{ m.manager_name }}</span>
             <span class="manager-count">{{ m.total_customers }} 个客户</span>
+            <span class="manager-metrics">
+              已拜访<strong>{{ m.visited_this_month }}</strong> ·
+              未拜访<strong>{{ m.not_visited_2months }}</strong> ·
+              完成率<strong :style="{ color: coverageColor(m.coverage_rate) }">{{ (m.coverage_rate * 100).toFixed(0) }}%</strong>
+            </span>
           </div>
           <div class="manager-lights">
             <span class="light-dot light-dot--green">{{ m.visited_this_month }}</span>
@@ -304,6 +309,8 @@ const statusLabel: Record<string, string> = { green: '近30天已拜访', yellow
 .manager-name { font-family: var(--font-heading); font-size: 15px; color: var(--ink); letter-spacing: 0.04em; cursor: pointer; }
 .manager-name:hover { color: var(--gold); }
 .manager-count { font-family: var(--font-body); font-size: 12px; color: var(--warm-gray); }
+.manager-metrics { font-family: var(--font-body); font-size: 12px; color: var(--warm-gray); white-space: nowrap; }
+.manager-metrics strong { font-weight: 600; color: var(--ink); margin: 0 1px; }
 .manager-lights { display: flex; gap: 6px; }
 .light-dot { display: inline-flex; align-items: center; justify-content: center; min-width: 26px; height: 26px; border-radius: 4px; font-family: var(--font-mono); font-size: 12px; font-weight: 600; cursor: help; }
 .light-dot--green { background: #EDF2EC; color: var(--sage); }
@@ -382,4 +389,17 @@ const statusLabel: Record<string, string> = { green: '近30天已拜访', 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; }
+
+/* ═══ Dark Mode — light card text stays dark ═══ */
+html.dark .customer-card .card-name { color: #1A1A1A; }
+html.dark .customer-card .card-industry,
+html.dark .customer-card .card-services,
+html.dark .customer-card .card-last-visit { color: #555; }
+html.dark .customer-card .card-method { color: #555; border-color: #999; }
+html.dark .customer-card .card-last-visit--never { color: #B8472E; }
+html.dark .plan-badge { background: #2D2D2D; color: var(--sage); }
+html.dark .plan-badge.plan-overdue { background: #3D2020; }
+html.dark .light-dot--green { background: #1E2F1E; }
+html.dark .light-dot--yellow { background: #2F2818; }
+html.dark .light-dot--red { background: #2F1E1E; }
 </style>

frontend/src/views/desktop/ManagerWorkspace.vue

@@ -2,19 +2,40 @@
 import { ref, onMounted, computed } from 'vue'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import { todayStr } from '@/utils'
+import { useAuthStore } from '@/stores/auth'
+import { getMgrStyle } from '@/utils/managerColor'
 import api from '@/api/index'
 import { compressImage } from '@/utils/image'
 import ImagePreview from '@/components/ImagePreview.vue'
 import EditLogPanel from '@/components/EditLogPanel.vue'
 
+const auth = useAuthStore()
+
 const activeTab = ref('visits')
 const loading = ref(false)
+const allManagers = ref<any[]>([])
+
+// Date range filter
+const dateRange = ref<any>(null)
+const searchText = ref('')
+const pageSize = ref(25)
 
 const visits = ref<any[]>([])
 const workPlans = ref<any[]>([])
 const miniBusiness = ref<any[]>([])
 const dailyNotes = ref<any[]>([])
 const keyVisits = ref<any[]>([])
+
+// Pagination per tab
+const page = ref<Record<string, number>>({ visits: 1, notes: 1, plans: 1, mini: 1, key: 1 })
+const total = ref<Record<string, number>>({ visits: 0, notes: 0, plans: 0, mini: 0, key: 0 })
+
+function getDateRange() {
+  if (dateRange.value && Array.isArray(dateRange.value) && dateRange.value.length === 2) {
+    return { from: dateRange.value[0], to: dateRange.value[1] }
+  }
+  return { from: '', to: '' }
+}
 const customers = ref<any[]>([])
 const allUsers = ref<any[]>([])
 const plannedVisitors = ref<string[]>([])
@@ -39,6 +60,9 @@ const keyStatuses = ['未开始', '进行中', '已完成']
 
 onMounted(async () => {
   await Promise.all([loadAll(), loadCustomers(), loadUsers()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
 async function loadUsers() {
@@ -53,6 +77,8 @@ function typeLabel(t: string) {
   return labels[t] || ''
 }
 
+const customerSearch = ref('')
+
 async function loadCustomers(q?: string) {
   try {
     const params: any = { page_size: 100 }
@@ -62,18 +88,61 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
+function buildParams(tabKey: string) {
+  const { from, to } = getDateRange()
+  const params: any = { page: page.value[tabKey] || 1, page_size: pageSize.value }
+  if (from) { params.date_from = from; params.date_to = to }
+  if (searchText.value) params.search = searchText.value
+  return params
+}
+
 async function loadAll() {
   loading.value = true
   try {
-    const [v, w, m, d, k] = await Promise.all([
-      api.get('/visits/'), api.get('/work-plans/'),
-      api.get('/mini-business/'), api.get('/daily-notes/'),
-      api.get('/key-visits/'),
+    const [v, d] = await Promise.all([
+      api.get('/visits/', { params: buildParams('visits') }),
+      api.get('/daily-notes/', { params: buildParams('notes') }),
     ])
-    visits.value = v.data; workPlans.value = w.data
-    miniBusiness.value = m.data; dailyNotes.value = d.data
-    keyVisits.value = k.data
-    // Load photo previews
+    visits.value = Array.isArray(v.data) ? v.data : (v.data.items || [])
+    dailyNotes.value = Array.isArray(d.data) ? d.data : (d.data.items || [])
+    total.value.visits = v.data.total || visits.value.length
+    total.value.notes = d.data.total || dailyNotes.value.length
+
+    const [w, m, k] = await Promise.all([
+      api.get('/work-plans/', { params: buildParams('plans') }),
+      api.get('/mini-business/', { params: buildParams('mini') }),
+      api.get('/key-visits/', { params: buildParams('key') }),
+    ])
+    workPlans.value = Array.isArray(w.data) ? w.data : (w.data.items || [])
+    miniBusiness.value = Array.isArray(m.data) ? m.data : (m.data.items || [])
+    keyVisits.value = Array.isArray(k.data) ? k.data : (k.data.items || [])
+    total.value.plans = w.data.total || workPlans.value.length
+    total.value.mini = m.data.total || miniBusiness.value.length
+    total.value.key = k.data.total || keyVisits.value.length
+
+    // Load photo previews for visits
     for (const visit of visits.value) {
       if (visit.photos?.length) {
         for (const key of visit.photos) {
@@ -90,14 +159,19 @@ async function loadAll() {
   finally { loading.value = false }
 }
 
+function onTabChange(tab: string) { activeTab.value = tab; loadAll() }
+function onFilterChange() { Object.keys(page.value).forEach(k => page.value[k] = 1); loadAll() }
+function onPageChange(tabKey: string, p: number) { page.value[tabKey] = p; loadAll() }
+function onSizeChange() { Object.keys(page.value).forEach(k => page.value[k] = 1); loadAll() }
+
 function openCreate(type: string) {
   dialogMode.value = 'create'; dialogType.value = type
   dialogTimeRange.value = null
-  if (type === 'visit') form.value = { customer_id: '', visit_date: todayStr(), visit_method: '上门', time_range: '', visitor_name: '', visitor_phone: '', communication_content: '', customer_demand: '', companions: [], companion_names: [] }
-  else if (type === 'note') form.value = { note_date: todayStr(), category: '其他', content: '', time_range: '' }
-  else if (type === 'plan') form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中' }
-  else if (type === 'mini') form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '' }
-  else if (type === 'key') { form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '' }; plannedVisitors.value = [] }
+  if (type === 'visit') form.value = { customer_id: '', visit_date: todayStr(), visit_method: '上门', time_range: '', visitor_name: '', visitor_phone: '', communication_content: '', customer_demand: '', companions: [], companion_names: [], manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'note') form.value = { note_date: todayStr(), category: '其他', content: '', time_range: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'plan') form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'mini') form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
+  else if (type === 'key') { form.value = { customer_id: '', urgency_level: '一般', description: '', progress_status: '未开始', planned_date: '', planned_visitor: '', visit_target: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }; plannedVisitors.value = [] }
   dialogVisible.value = true
 }
 
@@ -107,6 +181,10 @@ function openEdit(type: string, item: any) {
   if (item.customer_id && item.customer_name && !customers.value.find((c: any) => c.id === item.customer_id)) {
     customers.value.unshift({ id: item.customer_id, name: item.customer_name })
   }
+  // Ensure assigned manager is in the select options (avoid showing raw UUID)
+  if (item.manager_id && item.manager_name && !allUsers.value.find((u: any) => u.id === item.manager_id)) {
+    allUsers.value.unshift({ id: item.manager_id, name: item.manager_name })
+  }
   dialogTimeRange.value = null
   if ((type === 'visit' || type === 'note') && item.time_range && item.time_range.includes('-')) {
     const parts = item.time_range.split('-')
@@ -140,12 +218,13 @@ async function handleDialogPhotoUpload(event: Event) {
     try {
       // Compress before upload to reduce storage & transfer
       const compressed = await compressImage(file, { maxPixels: 1920, quality: 0.8 })
-      // Get presigned URL
-      const presignRes = await api.post('/upload/presigned-url', null, { params: { filename: compressed.name, content_type: compressed.type || 'image/jpeg' } })
-      // Upload directly to MinIO (not through our API)
-      const axios = (await import('axios')).default
-      await axios.put(presignRes.data.upload_url, compressed, { headers: { 'Content-Type': compressed.type || 'image/jpeg' } })
-      const key = presignRes.data.object_key
+      const data = new FormData()
+      data.append('file', compressed)
+      const uploadRes = await api.post('/upload/image', data, {
+        headers: { 'Content-Type': 'multipart/form-data' },
+        timeout: 60000,
+      })
+      const key = uploadRes.data.object_key
       if (!form.value.photos) form.value.photos = []
       form.value.photos.push(key)
       form.value.photos = [...form.value.photos]
@@ -237,6 +316,17 @@ function onDialogTimeChange(val: [string, string] | null) {
   form.value.time_range = val ? val.join('-') : ''
 }
 
+async function onDialogCustomerChange(customerId: string) {
+  // Only pre-fill for new visit creation (not edit)
+  if (dialogMode.value !== 'create' || dialogType.value !== 'visit' || !customerId) return
+  try {
+    const planRes = await api.get(`/customers/${customerId}/overdue-plans`)
+    if (planRes.data?.plan?.plan_content) {
+      form.value.communication_content = planRes.data.plan.plan_content
+    }
+  } catch (_) {}
+}
+
 // Quick status change
 async function quickStatusChange(type: string, row: any, newStatus: string) {
   try {
@@ -274,16 +364,24 @@ const notesByDate = computed(() => {
 <template>
   <div class="workspace" v-loading="loading">
     <div class="page-head">
-      <h2 class="page-title">我的工作数据</h2>
+      <div class="page-head-row">
+        <h2 class="page-title">我的工作数据</h2>
+        <div class="page-head-controls">
+          <el-date-picker v-model="dateRange" type="daterange" range-separator="至" start-placeholder="开始日期" end-placeholder="结束日期" size="small" style="width:240px" value-format="YYYY-MM-DD" @change="onFilterChange" />
+          <el-button v-if="dateRange" size="small" @click="dateRange=null;onFilterChange()">清除</el-button>
+          <el-input v-model="searchText" placeholder="搜索..." clearable size="small" style="width:240px" @keyup.enter="onFilterChange" @clear="onFilterChange">
+            <template #append><el-button size="small" @click="onFilterChange">搜索</el-button></template>
+          </el-input>
+        </div>
+      </div>
       <div class="page-rule"></div>
     </div>
 
     <el-card>
-      <el-tabs v-model="activeTab">
+      <el-tabs v-model="activeTab" @tab-change="onTabChange">
         <!-- ═══ 拜访记录 ═══ -->
         <el-tab-pane label="拜访记录" name="visits">
-          <div style="margin-bottom:12px"><el-button type="primary" size="small" @click="openCreate('visit')">+ 新建拜访</el-button></div>
-          <div v-for="[date, items] in visitsByDate" :key="date" class="date-group">
+<div v-for="[date, items] in visitsByDate" :key="date" class="date-group">
             <h4 class="date-title">
               <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="margin-right:4px; color: var(--gold)">
                 <rect x="3" y="4" width="18" height="18" rx="2" ry="2"></rect><line x1="16" y1="2" x2="16" y2="6"></line><line x1="8" y1="2" x2="8" y2="6"></line><line x1="3" y1="10" x2="21" y2="10"></line>
@@ -294,6 +392,11 @@ const notesByDate = computed(() => {
               <el-table-column prop="customer_name" label="客户" width="130">
                 <template #default="{ row }"><el-link type="primary" :underline="false" @click="openEdit('visit', row)">{{ row.customer_name }}</el-link></template>
               </el-table-column>
+              <el-table-column v-if="auth.isDirector || auth.isLeader" label="客户经理" width="90">
+                <template #default="{ row }">
+                  <el-tag :style="getMgrStyle(row.manager_name || '', false)" effect="dark" size="small" disable-transitions>{{ row.manager_name || '-' }}</el-tag>
+                </template>
+              </el-table-column>
               <el-table-column prop="visit_method" label="方式" width="60" />
               <el-table-column prop="time_range" label="时间" width="100" />
               <el-table-column label="照片" width="60">
@@ -315,7 +418,6 @@ const notesByDate = computed(() => {
 
         <!-- ═══ 今日纪要 ═══ -->
         <el-tab-pane label="今日纪要" name="daily_notes">
-          <div style="margin-bottom:12px"><el-button type="primary" size="small" @click="openCreate('note')">+ 新建纪要</el-button></div>
           <div v-for="[date, items] in notesByDate" :key="date" class="date-group">
             <h4 class="date-title">
               <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="margin-right:4px; color: var(--gold)">
@@ -325,6 +427,11 @@ const notesByDate = computed(() => {
             </h4>
             <el-table :data="items" stripe size="small" v-column-resize>
               <el-table-column prop="category" label="分类" width="100"><template #default="{ row }"><el-tag size="small">{{ row.category }}</el-tag></template></el-table-column>
+              <el-table-column v-if="auth.isDirector || auth.isLeader" label="客户经理" width="90">
+                <template #default="{ row }">
+                  <el-tag :style="getMgrStyle(row.manager_name || '', false)" effect="dark" size="small" disable-transitions>{{ row.manager_name || '-' }}</el-tag>
+                </template>
+              </el-table-column>
               <el-table-column prop="content" label="工作内容" min-width="250" show-overflow-tooltip>
                 <template #default="{ row }"><el-link type="primary" :underline="false" @click="openEdit('note', row)">{{ row.content }}</el-link></template>
               </el-table-column>
@@ -341,7 +448,6 @@ const notesByDate = computed(() => {
 
         <!-- ═══ 工作计划 ═══ -->
         <el-tab-pane label="工作计划" name="work_plans">
-          <div style="margin-bottom:12px"><el-button type="primary" size="small" @click="openCreate('plan')">+ 新建计划</el-button></div>
           <el-table :data="workPlans" stripe size="small" v-column-resize>
             <el-table-column prop="customer_name" label="客户" width="130">
               <template #default="{ row }"><el-link type="primary" :underline="false" @click="openEdit('plan', row)">{{ row.customer_name }}</el-link></template>
@@ -373,7 +479,6 @@ const notesByDate = computed(() => {
 
         <!-- ═══ 小微商机 ═══ -->
         <el-tab-pane label="小微商机" name="mini_biz">
-          <div style="margin-bottom:12px"><el-button type="primary" size="small" @click="openCreate('mini')">+ 新建商机</el-button></div>
           <el-table :data="miniBusiness" stripe size="small" v-column-resize>
             <el-table-column prop="customer_name" label="客户" width="130">
               <template #default="{ row }"><el-link type="primary" :underline="false" @click="openEdit('mini', row)">{{ row.customer_name }}</el-link></template>
@@ -407,7 +512,6 @@ const notesByDate = computed(() => {
 
         <!-- ═══ 要客拜访 ═══ -->
         <el-tab-pane label="要客拜访" name="key_visits">
-          <div style="margin-bottom:12px"><el-button type="primary" size="small" @click="openCreate('key')">+ 新建要客拜访</el-button></div>
           <el-table :data="keyVisits" stripe size="small" v-column-resize>
             <el-table-column prop="customer_name" label="客户" width="130">
               <template #default="{ row }"><el-link type="primary" :underline="false" @click="openEdit('key', row)">{{ row.customer_name }}</el-link></template>
@@ -439,20 +543,53 @@ const notesByDate = computed(() => {
           </el-table>
           <div v-if="!keyVisits.length" class="empty">暂无数据</div>
         </el-tab-pane>
+        <div style="margin-top:16px;display:flex;align-items:center;gap:12px">
+          <el-pagination
+            v-model:current-page="page[activeTab === 'notes' ? 'notes' : activeTab === 'plans' ? 'plans' : activeTab === 'mini' ? 'mini' : activeTab === 'key' ? 'key' : 'visits']"
+            :page-size="pageSize"
+            :total="total[activeTab === 'notes' ? 'notes' : activeTab === 'plans' ? 'plans' : activeTab === 'mini' ? 'mini' : activeTab === 'key' ? 'key' : 'visits']"
+            :page-sizes="[25, 50, 100]"
+            layout="total, sizes, prev, pager, next"
+            small
+            @current-change="(p: number) => onPageChange(activeTab === 'notes' ? 'notes' : activeTab === 'plans' ? 'plans' : activeTab === 'mini' ? 'mini' : activeTab === 'key' ? 'key' : 'visits', p)"
+            @size-change="onSizeChange"
+          />
+        </div>
       </el-tabs>
     </el-card>
 
     <!-- Create/Edit Dialog -->
     <el-dialog v-model="dialogVisible" :title="(dialogMode === 'create' ? '新建' : '编辑') + ' ' + typeLabel(dialogType)" width="520px">
       <el-form label-position="top" v-if="form">
-        <el-form-item v-if="['visit','plan','mini','key'].includes(dialogType)" label="客户单位">
-          <el-select v-model="form.customer_id" filterable remote :remote-method="(q: string) => loadCustomers(q)" placeholder="搜索选择客户" style="width:100%">
+        <el-form-item v-if="['visit','plan','mini','key'].includes(dialogType)" label="客户单位 *">
+          <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索选择客户" style="width:100%" @change="onDialogCustomerChange">
             <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+            <template #empty>
+              <div v-if="customerSearch" class="select-empty-create">
+                <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+                <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">+ 新建客户「{{ customerSearch }}」</button>
+              </div>
+            </template>
+          </el-select>
+        </el-form-item>
+        <el-form-item v-if="(auth.isDirector || auth.isLeader) && ['visit','plan','mini','key','note'].includes(dialogType)" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+          </el-select>
+        </el-form-item>
+        <el-form-item v-if="dialogType === 'visit'" label="日期"><el-date-picker v-model="form.visit_date" type="date" value-format="YYYY-MM-DD" style="width:100%" /></el-form-item>
+        <el-form-item v-if="dialogType === 'note'" label="日期"><el-date-picker v-model="form.note_date" type="date" value-format="YYYY-MM-DD" style="width:100%" /></el-form-item>
+        <el-form-item v-if="dialogType === 'plan'" label="计划拜访时间"><el-date-picker v-model="form.plan_date" type="date" value-format="YYYY-MM-DD" style="width:100%" /></el-form-item>
+        <el-form-item v-if="dialogType === 'visit' && (auth.isDirector || auth.isLeader)" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="u in allUsers.filter((u: any) => u.role === 'manager')" :key="u.id" :label="u.name" :value="u.id" />
+          </el-select>
+        </el-form-item>
+        <el-form-item v-if="(dialogType === 'plan' || dialogType === 'mini' || dialogType === 'key') && (auth.isDirector || auth.isLeader)" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="u in allUsers.filter((u: any) => u.role === 'manager')" :key="u.id" :label="u.name" :value="u.id" />
           </el-select>
         </el-form-item>
-        <el-form-item v-if="dialogType === 'visit'" label="日期"><el-date-picker v-model="form.visit_date" type="date" style="width:100%" /></el-form-item>
-        <el-form-item v-if="dialogType === 'note'" label="日期"><el-date-picker v-model="form.note_date" type="date" style="width:100%" /></el-form-item>
-        <el-form-item v-if="dialogType === 'plan'" label="计划拜访时间"><el-date-picker v-model="form.plan_date" type="date" style="width:100%" /></el-form-item>
         <template v-if="dialogType === 'visit'">
           <el-form-item label="拜访方式">
             <div class="method-grid">
@@ -537,9 +674,15 @@ const notesByDate = computed(() => {
 
 <style scoped>
 .page-head { margin-bottom: 20px; }
-.page-title { margin: 0; font-family: var(--font-heading); font-size: 22px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; }
+.page-head-row { display: flex; align-items: center; justify-content: space-between; flex-wrap: wrap; gap: 12px; }
+.page-head-controls { display: flex; align-items: center; gap: 8px; }
+.page-title { margin: 0; font-family: var(--font-heading); font-size: 22px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; white-space: nowrap; }
 .page-rule { width: 32px; height: 3px; background: var(--gold); margin-top: 12px; }
 .date-group { margin-bottom: 20px; }
 .date-title { display: flex; align-items: center; margin: 12px 0 8px; font-family: var(--font-heading); font-size: 14px; color: var(--ink); letter-spacing: 0.04em; }
 .empty { text-align: center; color: var(--c-text-muted); padding: 40px 0; font-family: var(--font-body); }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 6px 12px; color: var(--gold-dark); font-family: var(--font-body); font-size: 12px; cursor: pointer; transition: all 0.2s; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/desktop/MiniBusiness.vue

@@ -7,14 +7,16 @@ import { todayStr } from '@/utils'
 import { getMgrStyle, loadManagerColors } from '@/utils/managerColor'
 import { useScreenshot } from '@/utils/screenshot'
 import api from '@/api/index'
+import { miniBusinessApi } from '@/api/miniBusiness'
 import EditLogPanel from '@/components/EditLogPanel.vue'
 
 const auth = useAuthStore()
 const themeStore = useThemeStore()
 const loading = ref(false)
-const isLight = computed(() => themeStore.currentTheme === 'light')
+const isLight = computed(() => themeStore.mode === 'light')
 const miniBusiness = ref<any[]>([])
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 const shotRef = ref<HTMLElement | null>(null)
 const { capturing, captureEl } = useScreenshot()
 
@@ -24,9 +26,22 @@ const form = ref<any>({})
 const statusPick = ref<Record<string, string>>({})
 const miniStatuses = ['跟进中', '已签约', '已流失']
 
+// ── Detail + Follow-up logs ──
+const detailVisible = ref(false)
+const selectedBusiness = ref<any>(null)
+const logs = ref<any[]>([])
+const logForm = ref({ log_date: '', method: '电话', content: '' })
+const logMethods = ['电话', '微信', '上门', '邮件', '其他']
+const logMethodIcons: Record<string, string> = { '电话': '📞', '微信': '💬', '上门': '🏢', '邮件': '📧', '其他': '📋' }
+const logMethodColors: Record<string, string> = { '电话': '#5B7FA5', '微信': '#22c55e', '上门': '#4A6741', '邮件': '#C4934A', '其他': '#7B7568' }
+const logLoading = ref(false)
+const logSaving = ref(false)
+
 // ── Filters ──
 const filterManager = ref('')
-const filterStatus = ref('')
+const filterStatus = ref('跟进中')
+const searchText = ref('')
+function onSearch() { loadItems() }
 
 const managerOptions = computed(() => {
   const seen = new Set<string>()
@@ -36,10 +51,12 @@ const managerOptions = computed(() => {
     .sort()
 })
 
+const statusOrder: Record<string, number> = { '跟进中': 0, '已签约': 1, '已流失': 2 }
 const filteredItems = computed(() => {
   let list = miniBusiness.value
   if (filterManager.value) list = list.filter((m: any) => (m.manager_name || '未知') === filterManager.value)
   if (filterStatus.value) list = list.filter((m: any) => m.status === filterStatus.value)
+  list.sort((a: any, b: any) => (statusOrder[a.status] ?? 9) - (statusOrder[b.status] ?? 9))
   return list
 })
 
@@ -64,8 +81,13 @@ const managerSummary = computed(() => {
 
 onMounted(async () => {
   await Promise.all([loadItems(), loadCustomers(), loadManagerColors()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
+const customerSearch = ref('')
+
 async function loadCustomers(q?: string) {
   try {
     const params: any = { page_size: 500 }
@@ -75,10 +97,34 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
 async function loadItems() {
   loading.value = true
   try {
-    const res = await api.get('/mini-business/')
+    const params: any = {}
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/mini-business/', { params })
     miniBusiness.value = res.data
   } catch (e: any) { ElMessage.error('加载失败') }
   finally { loading.value = false }
@@ -86,7 +132,7 @@ async function loadItems() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '' }
+  form.value = { customer_id: '', product_type: '', amount: '', follow_up_detail: '', status: '跟进中', expected_revenue_date: '', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
   dialogVisible.value = true
 }
 
@@ -100,7 +146,9 @@ function openEdit(item: any) {
 }
 
 async function handleSave() {
+    if (!form.value.customer_id) { ElMessage.warning('请选择客户单位'); return }
   try {
+    if (form.value.status === '已流失') form.value.expected_revenue_date = ''
     if (dialogMode.value === 'create') {
       await api.post('/mini-business/', form.value)
     } else {
@@ -121,10 +169,50 @@ async function handleDelete(id: string) {
   } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
 }
 
+// ── Detail + Follow-up logs ──
+async function openDetail(item: any) {
+  selectedBusiness.value = item
+  detailVisible.value = true
+  logForm.value = { log_date: new Date().toISOString().slice(0, 10), method: '电话', content: '' }
+  await loadLogs()
+}
+
+async function loadLogs() {
+  logLoading.value = true
+  try {
+    const res = await miniBusinessApi.getLogs(selectedBusiness.value.id)
+    logs.value = res.data || []
+  } catch (_) { logs.value = [] }
+  finally { logLoading.value = false }
+}
+
+async function handleCreateLog() {
+  if (!logForm.value.content.trim()) { ElMessage.warning('请输入跟进内容'); return }
+  logSaving.value = true
+  try {
+    await miniBusinessApi.createLog(selectedBusiness.value.id, logForm.value)
+    ElMessage.success('跟进记录已添加')
+    logForm.value = { log_date: new Date().toISOString().slice(0, 10), method: '电话', content: '' }
+    await loadLogs()
+  } catch (e: any) { ElMessage.error('添加失败: ' + (e.response?.data?.detail || e.message)) }
+  finally { logSaving.value = false }
+}
+
+async function handleDeleteLog(logId: string) {
+  try {
+    await ElMessageBox.confirm('确定删除该跟进记录？', '确认', { type: 'warning' })
+    await miniBusinessApi.deleteLog(logId)
+    ElMessage.success('已删除')
+    await loadLogs()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+
 async function quickStatusChange(row: any, newStatus: string) {
   try {
     await ElMessageBox.confirm(`确定将状态改为「${newStatus}」？`, '确认', { type: 'warning', confirmButtonText: '确定', cancelButtonText: '取消' })
-    await api.put(`/mini-business/${row.id}`, { status: newStatus })
+    const payload: any = { status: newStatus }
+    if (newStatus === '已流失') payload.expected_revenue_date = ''
+    await api.put(`/mini-business/${row.id}`, payload)
     ElMessage.success('状态已更新')
     await loadItems()
   } catch (e: any) {
@@ -170,6 +258,9 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Filter Bar -->
     <div class="filter-bar">
       <div class="filter-row">
+        <div class="filter-item">
+          <el-input v-model="searchText" placeholder="搜索..." clearable size="small" style="width:180px" @keyup.enter="onSearch" @clear="onSearch" />
+        </div>
         <div class="filter-item">
           <label class="filter-label">客户经理</label>
           <el-select v-model="filterManager" clearable placeholder="全部" size="small" style="width:150px">
@@ -192,7 +283,7 @@ async function quickStatusChange(row: any, newStatus: string) {
         <el-table-column type="index" label="序号" width="50" />
         <el-table-column prop="customer_name" label="客户" width="160">
           <template #default="{ row }">
-            <el-link type="primary" :underline="false" @click="openEdit(row)">{{ row.customer_name }}</el-link>
+            <el-link type="primary" :underline="false" @click="openDetail(row)">{{ row.customer_name }}</el-link>
             <el-tooltip v-if="row.edit_log?.length > 1" placement="top">
               <template #content>最后编辑：{{ row.edit_log[row.edit_log.length-1].editor }} · {{ row.edit_log.length-1 }}次修改</template>
               <span class="edit-indicator" title="有过修改">🕐</span>
@@ -236,9 +327,20 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Dialog -->
     <el-dialog v-model="dialogVisible" :title="(dialogMode === 'create' ? '新建' : '编辑') + ' 小微商机'" width="500px">
       <el-form label-position="top">
-        <el-form-item label="客户单位">
-          <el-select v-model="form.customer_id" filterable remote :remote-method="(q: string) => loadCustomers(q)" placeholder="搜索选择客户" style="width:100%">
+        <el-form-item label="客户单位 *">
+          <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索选择客户" style="width:100%">
             <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+            <template #empty>
+              <div v-if="customerSearch" class="select-empty-create">
+                <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+                <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">+ 新建客户「{{ customerSearch }}」</button>
+              </div>
+            </template>
+          </el-select>
+        </el-form-item>
+        <el-form-item v-if="auth.isDirector || auth.isLeader" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
           </el-select>
         </el-form-item>
         <el-form-item label="产品类型"><el-input v-model="form.product_type" placeholder="如：云专线、SD-WAN" /></el-form-item>
@@ -261,6 +363,59 @@ async function quickStatusChange(row: any, newStatus: string) {
         <el-button type="primary" @click="handleSave">保存</el-button>
       </template>
     </el-dialog>
+
+    <!-- Detail Dialog with Follow-up Timeline -->
+    <el-dialog v-model="detailVisible" :title="selectedBusiness?.customer_name + ' — 商机跟单'" width="650px" v-if="selectedBusiness">
+      <!-- Business Info -->
+      <div class="detail-info">
+        <div class="detail-row"><span class="detail-label">产品类型</span><span>{{ selectedBusiness.product_type }}</span></div>
+        <div class="detail-row"><span class="detail-label">金额</span><span>{{ selectedBusiness.amount }}</span></div>
+        <div class="detail-row"><span class="detail-label">状态</span><span :style="{ color: selectedBusiness.status === '已签约' ? '#4A6741' : selectedBusiness.status === '已流失' ? '#B8472E' : '#C4934A' }">{{ selectedBusiness.status }}</span></div>
+        <div class="detail-row"><span class="detail-label">预计列收</span><span>{{ selectedBusiness.expected_revenue_date }}</span></div>
+        <div class="detail-row"><span class="detail-label">客户经理</span><span class="mgr-tag" :style="getMgrStyle(selectedBusiness.manager_name, isLight)">{{ selectedBusiness.manager_name }}</span></div>
+        <div class="detail-row" v-if="selectedBusiness.follow_up_detail"><span class="detail-label">商机概述</span><span>{{ selectedBusiness.follow_up_detail }}</span></div>
+      </div>
+
+      <div style="margin-top:12px">
+        <el-button size="small" @click="detailVisible = false; openEdit(selectedBusiness)">编辑商机</el-button>
+      </div>
+
+      <!-- Follow-up Timeline -->
+      <div class="log-section">
+        <h4 class="log-title">跟进记录</h4>
+        <div v-loading="logLoading" class="log-list">
+          <div v-if="logs.length === 0 && !logLoading" class="log-empty">暂无跟进记录</div>
+          <div v-for="l in logs" :key="l.id" class="log-item">
+            <span class="log-icon">{{ logMethodIcons[l.method] || '📋' }}</span>
+            <div class="log-body">
+              <div class="log-header">
+                <span class="log-date">{{ l.log_date }}</span>
+                <span class="log-method-chip" :style="{ background: logMethodColors[l.method] || '#7B7568', color: '#fff', padding: '1px 8px', fontSize: '11px' }">{{ l.method }}</span>
+                <span class="log-author">{{ l.created_by_name }}</span>
+              </div>
+              <div class="log-content">{{ l.content }}</div>
+            </div>
+            <el-button size="small" type="danger" text @click="handleDeleteLog(l.id)" class="log-del">删除</el-button>
+          </div>
+        </div>
+
+        <!-- Add Log Form -->
+        <div class="log-add">
+          <div class="log-add-row">
+            <el-date-picker v-model="logForm.log_date" type="date" value-format="YYYY-MM-DD" size="small" style="width:140px" />
+            <div class="log-method-chips">
+              <button v-for="m in logMethods" :key="m" type="button" class="log-chip" :class="{ 'log-chip--active': logForm.method === m }" :style="logForm.method === m ? { background: logMethodColors[m], borderColor: logMethodColors[m], color: '#fff' } : {}" @click="logForm.method = m">{{ m }}</button>
+            </div>
+          </div>
+          <el-input v-model="logForm.content" type="textarea" :rows="2" placeholder="输入跟进内容..." size="small" style="margin-top:6px" />
+          <el-button type="primary" size="small" :loading="logSaving" @click="handleCreateLog" style="margin-top:6px">添加跟进</el-button>
+        </div>
+      </div>
+
+      <template #footer>
+        <el-button @click="detailVisible = false">关闭</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
@@ -284,4 +439,37 @@ async function quickStatusChange(row: any, newStatus: string) {
 .filter-item { display: flex; align-items: center; gap: 8px; }
 .filter-label { font-size: 13px; color: var(--warm-gray); font-family: var(--font-body); white-space: nowrap; }
 .filter-count { font-size: 12px; color: var(--c-text-muted); font-family: var(--font-mono); margin-left: auto; }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 6px 12px; color: var(--gold-dark); font-family: var(--font-body); font-size: 12px; cursor: pointer; transition: all 0.2s; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+
+/* ── Detail Dialog ── */
+.detail-info { background: var(--c-bg-light, #faf9f6); border-radius: 6px; padding: 14px 18px; }
+.detail-row { display: flex; gap: 12px; padding: 4px 0; font-size: 13px; }
+.detail-label { color: var(--warm-gray); min-width: 70px; flex-shrink: 0; }
+
+/* ── Log Timeline ── */
+.log-section { margin-top: 18px; border-top: 1px solid var(--warm-border); padding-top: 14px; }
+.log-title { margin: 0 0 12px; font-family: var(--font-heading); font-size: 16px; color: var(--ink); }
+.log-list { display: flex; flex-direction: column; gap: 10px; max-height: 300px; overflow-y: auto; margin-bottom: 14px; }
+.log-empty { text-align: center; color: var(--warm-gray); font-size: 13px; padding: 20px 0; }
+.log-item { display: flex; gap: 10px; align-items: flex-start; padding: 10px 12px; background: var(--surface); border: 1px solid var(--warm-border); }
+.log-icon { font-size: 18px; flex-shrink: 0; margin-top: 2px; }
+.log-body { flex: 1; min-width: 0; }
+.log-header { display: flex; align-items: center; gap: 8px; margin-bottom: 4px; }
+.log-date { font-family: var(--font-mono); font-size: 12px; color: var(--ink); }
+.log-author { font-size: 11px; color: var(--warm-gray); margin-left: auto; }
+.log-content { font-size: 13px; color: var(--c-text); line-height: 1.6; }
+.log-del { flex-shrink: 0; opacity: 0.5; }
+.log-del:hover { opacity: 1; }
+.log-method-chip { border-radius: 3px; white-space: nowrap; }
+
+/* ── Add Log Form ── */
+.log-add { border-top: 1px solid var(--warm-border); padding-top: 12px; }
+.log-add-row { display: flex; gap: 8px; align-items: center; }
+.log-method-chips { display: flex; gap: 4px; }
+.log-chip { padding: 4px 10px; border: 1px solid var(--warm-border); background: var(--surface); font-size: 12px; cursor: pointer; transition: all 0.2s; }
+.log-chip:hover { border-color: var(--ink); }
+.log-chip--active { font-weight: 600; }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/desktop/Settings.vue

@@ -2,9 +2,11 @@
 import { ref, onMounted } from 'vue'
 import { ElMessage } from 'element-plus'
 import api from '@/api/index'
-import { useThemeStore, themeLabels, type Theme } from '@/stores/theme'
+import { useThemeStore, themeLabels, type Theme, lightThemes, darkThemes } from '@/stores/theme'
+import { useAuthStore } from '@/stores/auth'
 
 const themeStore = useThemeStore()
+const auth = useAuthStore()
 
 const managers = ref<any[]>([])
 const selectedUserIds = ref<string[]>([])
@@ -165,15 +167,30 @@ async function handleImportPreview() {
         </div>
       </template>
       <div class="theme-options">
-        <label v-for="t in (['editorial', 'light'] as Theme[])" :key="t" class="theme-opt" :class="{ 'theme-opt--active': themeStore.currentTheme === t }" @click="themeStore.setTheme(t)">
-          <span class="theme-opt-radio">{{ themeStore.currentTheme === t ? '●' : '○' }}</span>
-          <span class="theme-opt-label">{{ themeLabels[t] }}</span>
-        </label>
+        <div class="theme-mode-row">
+          <span class="theme-mode-label">模式</span>
+          <button class="theme-mode-btn" @click="themeStore.toggleMode()">
+            {{ themeStore.mode === 'light' ? '☀️ 亮色模式' : '🌙 深色模式' }}
+          </button>
+        </div>
+        <div class="theme-sub-options">
+          <label
+            v-for="t in (themeStore.mode === 'light' ? lightThemes : darkThemes)"
+            :key="t"
+            class="theme-opt"
+            :class="{ 'theme-opt--active': (themeStore.mode === 'light' ? themeStore.lightTheme : themeStore.darkTheme) === t }"
+            @click="themeStore.mode === 'light' ? themeStore.setLightTheme(t) : themeStore.setDarkTheme(t)"
+          >
+            <span class="theme-opt-radio">{{ (themeStore.mode === 'light' ? themeStore.lightTheme : themeStore.darkTheme) === t ? '●' : '○' }}</span>
+            <span class="theme-opt-label">{{ themeLabels[t] }}</span>
+          </label>
+        </div>
       </div>
     </el-card>
 
-    <!-- Manual Remind -->
-    <el-card class="setting-card">
+    <template v-if="auth.isDirector">
+      <!-- Manual Remind -->
+      <el-card class="setting-card">
       <template #header>
         <div class="card-header-title">
           <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="margin-right:6px; color: var(--gold)">
@@ -371,6 +388,7 @@ async function handleImportPreview() {
         </el-alert>
       </div>
     </el-card>
+    </template>
   </div>
 </template>
 
@@ -395,7 +413,12 @@ async function handleImportPreview() {
 .setting-label { font-family: var(--font-body); font-size: 13px; color: var(--ink); }
 
 /* ── Theme Selector ── */
-.theme-options { display: flex; gap: 16px; }
+.theme-options { display: flex; flex-direction: column; gap: 12px; }
+.theme-mode-row { display: flex; align-items: center; gap: 12px; padding-bottom: 8px; border-bottom: 1px solid var(--warm-border); margin-bottom: 4px; }
+.theme-mode-label { font-family: var(--font-heading); font-size: 13px; color: var(--warm-gray); }
+.theme-mode-btn { font-family: var(--font-body); font-size: 14px; cursor: pointer; padding: 6px 16px; border: 1px solid var(--warm-border); border-radius: 6px; background: var(--c-primary-bg); color: var(--c-text); transition: all var(--transition); }
+.theme-mode-btn:hover { border-color: var(--gold); }
+.theme-sub-options { display: flex; gap: 12px; padding-left: 4px; }
 .theme-opt { display: flex; align-items: center; gap: 8px; cursor: pointer; padding: 8px 16px; border: 1px solid var(--warm-border); transition: all var(--transition); }
 .theme-opt:hover { border-color: var(--ink); }
 .theme-opt--active { border-color: var(--ink); background: var(--c-primary-bg); }

frontend/src/views/desktop/WeeklyReport.vue

@@ -323,35 +323,50 @@ const notesByDate = computed(() => {
               </svg>
               {{ date }}
             </h4>
-            <el-table :data="items" stripe style="width:100%" v-column-resize>
-              <el-table-column prop="customer_name" label="客户" width="120" />
-              <el-table-column prop="visit_method" label="方式" width="60" />
-              <el-table-column prop="time_range" label="时间" width="100" />
-              <el-table-column prop="communication_content" label="沟通内容" min-width="200" show-overflow-tooltip />
-              <el-table-column prop="customer_demand" label="客户需求" min-width="150" show-overflow-tooltip />
-              <el-table-column label="相关人员" width="120">
-                <template #default="{ row }">
-                  <div style="display:flex;flex-wrap:wrap;gap:2px">
-                    <span>{{ row.manager_name }}</span>
-                    <span v-for="n in (row.companion_names_resolved || [])" :key="n" style="color:var(--warm-gray);font-size:12px">, {{ n }}</span>
+            <!-- Visit cards: merged group visits get participant sections -->
+            <div v-for="item in items" :key="item.id" class="visit-card">
+              <div class="visit-card-main">
+                <div class="visit-card-left">
+                  <span class="visit-card-customer">{{ item.customer_name }}</span>
+                  <span class="visit-card-method">{{ item.visit_method }}</span>
+                  <span v-if="item.time_range" class="visit-card-time">{{ item.time_range }}</span>
+                </div>
+                <div class="visit-card-right">
+                  <span class="visit-card-mgr">{{ item.manager_name }}</span>
+                  <span v-for="n in (item.companion_names_resolved || [])" :key="n" class="visit-card-companion">, {{ n }}</span>
+                </div>
+              </div>
+              <div class="visit-card-content">
+                <div class="visit-card-section">
+                  <div class="visit-card-label">沟通内容</div>
+                  <div class="visit-card-text">{{ item.communication_content || '-' }}</div>
+                </div>
+                <div v-if="item.customer_demand" class="visit-card-section">
+                  <div class="visit-card-label">客户需求</div>
+                  <div class="visit-card-text">{{ item.customer_demand }}</div>
+                </div>
+                <!-- Companion participants -->
+                <div v-if="item.participants && item.participants.length > 1" class="companion-section">
+                  <div v-for="p in item.participants.filter((p: any) => p.role === 'companion')" :key="p.manager_id" class="companion-row">
+                    <div class="companion-header">
+                      <span class="companion-badge">协同</span>
+                      <span class="companion-name">{{ p.manager_name }}</span>
+                    </div>
+                    <div class="companion-body">
+                      <div class="visit-card-text">{{ p.communication_content || '-' }}</div>
+                      <div v-if="p.customer_demand && p.customer_demand !== item.customer_demand" class="visit-card-text" style="margin-top:4px;color:var(--warm-gray)">需求补充：{{ p.customer_demand }}</div>
+                    </div>
                   </div>
-                  <el-tooltip v-if="row.edit_log?.length > 1" placement="top">
-                    <template #content>最后编辑：{{ row.edit_log[row.edit_log.length-1].editor }} · {{ row.edit_log.length-1 }}次修改</template>
-                    <span class="edit-indicator" title="有过修改">🕐</span>
-                  </el-tooltip>
-                </template>
-              </el-table-column>
-              <el-table-column label="照片" width="100">
-                <template #default="{ row }">
-                  <div class="photo-cell" v-if="row.photos?.length">
-                    <img v-for="key in row.photos.slice(0,2)" :key="key"
-                      :src="photoUrls[key] || ''" class="mini-thumb"
-                      @click="viewPhoto(photoUrls[key])" />
-                  </div>
-                  <span v-else>-</span>
-                </template>
-              </el-table-column>
-            </el-table>
+                </div>
+                <!-- Photos -->
+                <div v-if="item.photos?.length" class="visit-card-photos">
+                  <img v-for="key in item.photos.slice(0,3)" :key="key"
+                    :src="photoUrls[key] || ''" class="mini-thumb"
+                    @click="viewPhoto(photoUrls[key])" />
+                  <span v-if="item.photos.length > 3" class="photo-more">+{{ item.photos.length - 3 }}</span>
+                </div>
+              </div>
+            </div>
           </div>
         </el-tab-pane>
 
@@ -414,6 +429,74 @@ const notesByDate = computed(() => {
   font-family: var(--font-heading);
   font-size: 14px; color: var(--ink); letter-spacing: 0.04em;
 }
+/* ═══ Visit Cards ═══ */
+.visit-card {
+  background: var(--surface);
+  border: 1px solid var(--warm-border);
+  margin-bottom: 10px;
+  transition: border-color 0.2s;
+}
+.visit-card:hover { border-color: var(--gold); }
+.visit-card-main {
+  display: flex; justify-content: space-between; align-items: center;
+  padding: 12px 16px;
+  border-bottom: 1px solid var(--warm-border);
+}
+.visit-card-left { display: flex; align-items: center; gap: 10px; }
+.visit-card-customer {
+  font-family: var(--font-heading); font-size: 15px; color: var(--ink);
+  letter-spacing: 0.04em; font-weight: 500;
+}
+.visit-card-method {
+  font-family: var(--font-mono); font-size: 11px;
+  background: var(--paper); padding: 2px 8px; color: var(--warm-gray);
+}
+.visit-card-time {
+  font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray);
+}
+.visit-card-right { display: flex; align-items: center; gap: 2px; }
+.visit-card-mgr {
+  font-family: var(--font-body); font-size: 13px; color: var(--ink);
+}
+.visit-card-companion {
+  font-size: 12px; color: var(--warm-gray);
+}
+.visit-card-content { padding: 14px 16px; }
+.visit-card-section { margin-bottom: 10px; }
+.visit-card-label {
+  font-family: var(--font-mono); font-size: 10px; color: var(--gold);
+  letter-spacing: 0.12em; margin-bottom: 4px; text-transform: uppercase;
+}
+.visit-card-text {
+  font-family: var(--font-body); font-size: 14px; color: var(--c-text);
+  line-height: 1.7; white-space: pre-wrap;
+}
+/* ═══ Companion Section ═══ */
+.companion-section {
+  margin-top: 12px;
+  border-top: 1px dashed var(--warm-border);
+  padding-top: 10px;
+}
+.companion-row { margin-bottom: 8px; }
+.companion-row:last-child { margin-bottom: 0; }
+.companion-header {
+  display: flex; align-items: center; gap: 6px; margin-bottom: 4px;
+}
+.companion-badge {
+  font-family: var(--font-mono); font-size: 9px;
+  background: var(--gold); color: #fff; padding: 1px 6px;
+  letter-spacing: 0.1em;
+}
+.companion-name {
+  font-family: var(--font-body); font-size: 13px; color: var(--ink);
+}
+.companion-body {
+  padding-left: 28px;
+  border-left: 2px solid var(--gold);
+  margin-left: 6px;
+}
+.visit-card-photos { display: flex; gap: 4px; margin-top: 8px; align-items: center; }
+.photo-more { font-family: var(--font-mono); font-size: 11px; color: var(--warm-gray); }
 .photo-cell { display: flex; gap: 4px; }
 .mini-thumb { width: 36px; height: 36px; object-fit: cover; cursor: pointer; }
 .edit-indicator { font-size: 12px; margin-left: 3px; opacity: 0.5; cursor: help; }

frontend/src/views/desktop/WorkPlans.vue

@@ -14,72 +14,165 @@ const themeStore = useThemeStore()
 const loading = ref(false)
 const workPlans = ref<any[]>([])
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 const shotRef = ref<HTMLElement | null>(null)
 const { capturing, captureEl } = useScreenshot()
 
 const dialogVisible = ref(false)
 const dialogMode = ref<'create' | 'edit'>('create')
 const form = ref<any>({})
-const statusPick = ref<Record<string, string>>({})
 const planStatuses = ['计划中', '已完成', '已取消']
+const statusPick = ref<Record<string, string>>({})
+
+// Quick reschedule dialog
+const rescheduleVisible = ref(false)
+const rescheduleRow = ref<any>(null)
+const rescheduleDate = ref('')
+
+function openReschedule(row: any) {
+  rescheduleRow.value = row
+  rescheduleDate.value = row.plan_date
+  rescheduleVisible.value = true
+}
+async function confirmReschedule() {
+  if (!rescheduleDate.value || !rescheduleRow.value) return
+  try {
+    await api.put(`/work-plans/${rescheduleRow.value.id}`, { plan_date: rescheduleDate.value })
+    ElMessage.success('计划日期已更新')
+    rescheduleVisible.value = false
+    await loadPlans()
+  } catch (e: any) { ElMessage.error('更新失败: ' + (e.response?.data?.detail || e.message)) }
+}
 
 // ── Filters ──
 const filterManager = ref('')
 const filterStatus = ref('')
-
-const isLight = computed(() => themeStore.currentTheme === 'light')
-
-const managerOptions = computed(() => {
-  const seen = new Set<string>()
-  return workPlans.value
-    .map((w: any) => w.manager_name || '未知')
-    .filter((n: string) => { if (seen.has(n)) return false; seen.add(n); return true })
-    .sort()
+const expandedSections = ref<Record<string, boolean>>({
+  thisWeek: true, nextWeek: true, thisMonth: false, later: false, archived: false,
 })
+const searchText = ref('')
 
-const filteredPlans = computed(() => {
+function onSearch() { loadPlans() }
+
+const isLight = computed(() => themeStore.mode === 'light')
+
+const statusColors: Record<string, string> = {
+  '计划中': '#4A6741',
+  '已完成': '#5B7FA5',
+  '已取消': '#909399',
+}
+
+// ── Week boundaries ──
+const today = new Date()
+const weekStart = (d: Date) => { const s = new Date(d); s.setDate(s.getDate() - s.getDay() + 1); s.setHours(0,0,0,0); return s }
+const weekEnd = (d: Date) => { const e = weekStart(d); e.setDate(e.getDate() + 6); return e }
+const thisWeekStart = weekStart(today)
+const nextWeekStart = new Date(thisWeekStart); nextWeekStart.setDate(nextWeekStart.getDate() + 7)
+const thisMonthEnd = new Date(today.getFullYear(), today.getMonth() + 1, 0)
+
+function classifyPlan(planDate: string, status: string): string {
+  if (status !== '计划中') return 'archived'
+  const d = new Date(planDate)
+  if (d < thisWeekStart) return 'overdue' // falls into thisWeek section with overdue flag
+  if (d <= weekEnd(today)) return 'thisWeek'
+  if (d <= weekEnd(nextWeekStart)) return 'nextWeek'
+  if (d <= thisMonthEnd) return 'thisMonth'
+  return 'later'
+}
+
+function sectionLabel(key: string): string {
+  const labels: Record<string, string> = { overdue: '已过期', thisWeek: '本周', nextWeek: '下周', thisMonth: '本月', later: '更远', archived: '已归档' }
+  return labels[key] || key
+}
+
+function isOverdue(row: any): boolean {
+  return row.status === '计划中' && row.plan_date < todayStr()
+}
+
+function overdueDays(row: any): number {
+  return Math.floor((today.getTime() - new Date(row.plan_date).getTime()) / 86400000)
+}
+
+// ── Group plans ──
+const groupedPlans = computed(() => {
+  const groups: Record<string, any[]> = { thisWeek: [], nextWeek: [], thisMonth: [], later: [], archived: [] }
   let list = workPlans.value
   if (filterManager.value) list = list.filter((w: any) => (w.manager_name || '未知') === filterManager.value)
   if (filterStatus.value) list = list.filter((w: any) => w.status === filterStatus.value)
-  return list
+
+  for (const p of list) {
+    const key = classifyPlan(p.plan_date, p.status)
+    const g = key === 'overdue' ? 'thisWeek' : key
+    if (!groups[g]) groups[g] = []
+    groups[g].push(p)
+  }
+
+  // Sort each group by plan_date asc
+  for (const g of Object.values(groups)) {
+    g.sort((a: any, b: any) => a.plan_date.localeCompare(b.plan_date))
+  }
+
+  return Object.entries(groups)
+    .filter(([_, items]) => items.length > 0)
+    .map(([key, items]) => ({ key, label: sectionLabel(key), items }))
 })
 
-function resetFilters() {
-  filterManager.value = ''
-  filterStatus.value = ''
-}
+const allOverdue = computed(() => workPlans.value.filter((w: any) => isOverdue(w)))
 
-async function handleScreenshot() {
-  const d = new Date().toISOString().slice(0, 10)
-  await captureEl(shotRef.value, `工作计划_${d}.png`)
-}
+const managerOptions = computed(() => {
+  const seen = new Set<string>()
+  return workPlans.value.map((w: any) => w.manager_name || '未知').filter((n: string) => { if (seen.has(n)) return false; seen.add(n); return true }).sort()
+})
 
 const managerSummary = computed(() => {
   const map: Record<string, number> = {}
-  workPlans.value.forEach((w: any) => {
-    const n = w.manager_name || '未知'
-    map[n] = (map[n] || 0) + 1
-  })
+  workPlans.value.forEach((w: any) => { const n = w.manager_name || '未知'; map[n] = (map[n] || 0) + 1 })
   return Object.entries(map).sort((a, b) => b[1] - a[1])
 })
 
+function resetFilters() { filterManager.value = ''; filterStatus.value = '' }
+
 onMounted(async () => {
   await Promise.all([loadPlans(), loadCustomers(), loadManagerColors()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
 })
 
+const customerSearch = ref('')
+
 async function loadCustomers(q?: string) {
+  try { const params: any = { page_size: 500 }; if (q) params.search = q; const res = await api.get('/customers/', { params }); customers.value = res.data.items || [] } catch (_) {}
+}
+
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
   try {
-    const params: any = { page_size: 500 }
-    if (q) params.search = q
-    const res = await api.get('/customers/', { params })
-    customers.value = res.data.items || []
-  } catch (_) {}
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
 }
 
 async function loadPlans() {
   loading.value = true
   try {
-    const res = await api.get('/work-plans/')
+    const params: any = {}
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/work-plans/', { params })
     workPlans.value = res.data
   } catch (e: any) { ElMessage.error('加载失败') }
   finally { loading.value = false }
@@ -87,7 +180,7 @@ async function loadPlans() {
 
 function openCreate() {
   dialogMode.value = 'create'
-  form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中' }
+  form.value = { customer_id: '', plan_content: '', plan_date: todayStr(), status: '计划中', manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || '') }
   dialogVisible.value = true
 }
 
@@ -101,38 +194,24 @@ function openEdit(item: any) {
 }
 
 async function handleSave() {
+    if (!form.value.customer_id) { ElMessage.warning('请选择客户单位'); return }
   try {
-    if (dialogMode.value === 'create') {
-      await api.post('/work-plans/', form.value)
-    } else {
-      await api.put(`/work-plans/${form.value.id}`, form.value)
-    }
-    ElMessage.success(dialogMode.value === 'create' ? '已创建' : '已更新')
-    dialogVisible.value = false
-    await loadPlans()
+    if (dialogMode.value === 'create') await api.post('/work-plans/', form.value)
+    else await api.put(`/work-plans/${form.value.id}`, form.value)
+    ElMessage.success(dialogMode.value === 'create' ? '已创建' : '已更新'); dialogVisible.value = false; await loadPlans()
   } catch (e: any) { ElMessage.error('保存失败: ' + (e.response?.data?.detail || e.message)) }
 }
 
-async function handleDelete(id: string) {
-  try {
-    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
-    await api.delete(`/work-plans/${id}`)
-    ElMessage.success('已删除')
-    await loadPlans()
-  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
-}
+async function handleDelete(id: string) { try { await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' }); await api.delete(`/work-plans/${id}`); ElMessage.success('已删除'); await loadPlans() } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') } }
 
 async function quickStatusChange(row: any, newStatus: string) {
-  try {
-    await ElMessageBox.confirm(`确定将状态改为「${newStatus}」？`, '确认', { type: 'warning', confirmButtonText: '确定', cancelButtonText: '取消' })
-    await api.put(`/work-plans/${row.id}`, { status: newStatus })
-    ElMessage.success('状态已更新')
-    await loadPlans()
-  } catch (e: any) {
-    if (e !== 'cancel') ElMessage.error('更新失败: ' + (e.response?.data?.detail || e.message))
-    delete statusPick.value[row.id]
-  }
+  try { await ElMessageBox.confirm(`确定将状态改为「${newStatus}」？`, '确认', { type: 'warning', confirmButtonText: '确定', cancelButtonText: '取消' }); await api.put(`/work-plans/${row.id}`, { status: newStatus }); ElMessage.success('状态已更新'); await loadPlans() } catch (e: any) { if (e !== 'cancel') ElMessage.error('更新失败') }
 }
+
+async function quickReschedule(row: any) { openReschedule(row) }
+async function quickCancel(row: any) { await quickStatusChange(row, '已取消') }
+
+async function handleScreenshot() { const d = new Date().toISOString().slice(0, 10); await captureEl(shotRef.value, `工作计划_${d}.png`) }
 </script>
 
 <template>
@@ -142,26 +221,22 @@ async function quickStatusChange(row: any, newStatus: string) {
       <div class="page-head-row">
         <div>
           <h2 class="page-title">工作计划</h2>
-          <p class="page-desc">面向未来的工作计划安排，支持状态流转跟踪。</p>
+          <p class="page-desc">按周分组展示，过期计划高亮提醒。💡 拜访客户后计划自动完成，无需手动改状态。</p>
         </div>
         <div class="page-head-actions">
           <el-button type="primary" @click="openCreate" class="screenshot-hide">
-            <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="margin-right:4px">
-              <line x1="12" y1="5" x2="12" y2="19"></line><line x1="5" y1="12" x2="19" y2="12"></line>
-            </svg>
+            <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="margin-right:4px"><line x1="12" y1="5" x2="12" y2="19"></line><line x1="5" y1="12" x2="19" y2="12"></line></svg>
             新建计划
           </el-button>
-          <el-button type="warning" :loading="capturing" @click="handleScreenshot" class="screenshot-hide">
-            <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="margin-right:4px">
-              <rect x="3" y="3" width="18" height="18" rx="2" ry="2"></rect>
-              <circle cx="8.5" cy="8.5" r="1.5"></circle>
-              <polyline points="21 15 16 10 5 21"></polyline>
-            </svg>
-            截图导出
-          </el-button>
+          <el-button type="warning" :loading="capturing" @click="handleScreenshot" class="screenshot-hide">截图导出</el-button>
         </div>
       </div>
       <div class="page-rule"></div>
+      <!-- Overdue alert banner -->
+      <div v-if="allOverdue.length" class="overdue-banner">
+        <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"></circle><line x1="12" y1="8" x2="12" y2="12"></line><line x1="12" y1="16" x2="12.01" y2="16"></line></svg>
+        <span>有 <strong>{{ allOverdue.length }}</strong> 条计划已过期，请及时改期或取消</span>
+      </div>
       <div v-if="managerSummary.length" class="summary-bar">
         <span class="summary-label">客户经理汇总</span>
         <span v-for="[name, count] in managerSummary" :key="name" class="summary-chip" :class="{ 'summary-chip--active': filterManager === name }" :style="getMgrStyle(name, isLight)" @click="filterManager = filterManager === name ? '' : name">{{ name }} · {{ count }}</span>
@@ -171,6 +246,9 @@ async function quickStatusChange(row: any, newStatus: string) {
     <!-- Filter Bar -->
     <div class="filter-bar">
       <div class="filter-row">
+        <div class="filter-item">
+          <el-input v-model="searchText" placeholder="搜索..." clearable size="small" style="width:180px" @keyup.enter="onSearch" @clear="onSearch" />
+        </div>
         <div class="filter-item">
           <label class="filter-label">客户经理</label>
           <el-select v-model="filterManager" clearable placeholder="全部" size="small" style="width:150px">
@@ -184,64 +262,77 @@ async function quickStatusChange(row: any, newStatus: string) {
           </el-select>
         </div>
         <el-button v-if="filterManager || filterStatus" size="small" plain @click="resetFilters">重置</el-button>
-        <span class="filter-count">{{ filteredPlans.length }} / {{ workPlans.length }} 条</span>
+        <span class="filter-count">{{ workPlans.length }} 条</span>
       </div>
     </div>
 
-    <el-card>
-      <el-table :data="filteredPlans" stripe size="small" v-if="filteredPlans.length" v-column-resize>
-        <el-table-column type="index" label="序号" width="50" />
-        <el-table-column prop="customer_name" label="客户" width="160">
-          <template #default="{ row }">
-            <el-link type="primary" :underline="false" @click="openEdit(row)">{{ row.customer_name }}</el-link>
-            <el-tooltip v-if="row.edit_log?.length > 1" placement="top">
-              <template #content>最后编辑：{{ row.edit_log[row.edit_log.length-1].editor }} · {{ row.edit_log.length-1 }}次修改</template>
-              <span class="edit-indicator" title="有过修改">🕐</span>
-            </el-tooltip>
-          </template>
-        </el-table-column>
-        <el-table-column label="客户经理" width="100">
-          <template #default="{ row }">
-            <span class="mgr-tag" :style="getMgrStyle(row.manager_name, isLight)">{{ row.manager_name || '-' }}</span>
-          </template>
-        </el-table-column>
-        <el-table-column prop="plan_content" label="工作计划" min-width="280" show-overflow-tooltip />
-        <el-table-column prop="plan_date" label="计划时间" width="110" />
-        <el-table-column label="状态" width="130">
-          <template #default="{ row }">
-            <el-select
-              v-model="statusPick[row.id]"
-              size="small"
-              style="width:100%"
-              :placeholder="row.status"
-              @change="(v: string) => quickStatusChange(row, v)"
-              @visible-change="(v: boolean) => { if (v) statusPick[row.id] = row.status }"
-            >
-              <el-option v-for="s in planStatuses" :key="s" :label="s" :value="s" />
-            </el-select>
-          </template>
-        </el-table-column>
-        <el-table-column label="操作" width="80" fixed="right" class-name="screenshot-hide">
-          <template #default="{ row }">
-            <el-button size="small" type="danger" @click="handleDelete(row.id)">删除</el-button>
-          </template>
-        </el-table-column>
-      </el-table>
-      <div v-if="!workPlans.length" class="empty">暂无工作计划</div>
-      <div v-else-if="workPlans.length && !filteredPlans.length" class="empty">无匹配结果</div>
-    </el-card>
+    <!-- Grouped sections -->
+    <div v-if="!workPlans.length" class="empty">暂无工作计划</div>
+    <div v-for="group in groupedPlans" :key="group.key" class="plan-section">
+      <div class="section-header" @click="expandedSections[group.key] = !expandedSections[group.key]">
+        <span class="section-arrow">{{ expandedSections[group.key] ? '▼' : '▶' }}</span>
+        <span class="section-title">{{ group.label }}</span>
+        <span class="section-count">{{ group.items.length }} 条</span>
+      </div>
+      <div v-show="expandedSections[group.key]">
+        <el-table :data="group.items" stripe size="small" v-column-resize>
+          <el-table-column type="index" label="#" width="45" />
+          <el-table-column prop="customer_name" label="客户" width="160">
+            <template #default="{ row }">
+              <el-link type="primary" :underline="false" @click="openEdit(row)">{{ row.customer_name }}</el-link>
+              <el-tooltip v-if="row.edit_log?.length > 1" placement="top"><template #content>最后编辑：{{ row.edit_log[row.edit_log.length-1].editor }} · {{ row.edit_log.length-1 }}次修改</template><span class="edit-indicator">🕐</span></el-tooltip>
+            </template>
+          </el-table-column>
+          <el-table-column label="客户经理" width="100">
+            <template #default="{ row }"><span class="mgr-tag" :style="getMgrStyle(row.manager_name, isLight)">{{ row.manager_name || '-' }}</span></template>
+          </el-table-column>
+          <el-table-column prop="plan_content" label="工作计划" min-width="220" show-overflow-tooltip />
+          <el-table-column prop="plan_date" label="计划时间" width="110" />
+          <el-table-column label="状态" width="170">
+            <template #default="{ row }">
+              <div style="display:flex;align-items:center;gap:6px">
+                <el-select v-model="statusPick[row.id]" size="small" style="width:110px" :placeholder="row.status" @change="(v: string) => quickStatusChange(row, v)" @visible-change="(v: boolean) => { if (v) statusPick[row.id] = row.status }">
+                  <el-option v-for="s in planStatuses" :key="s" :label="s" :value="s" />
+                </el-select>
+                <span v-if="isOverdue(row)" class="overdue-badge">过期{{ overdueDays(row) }}天</span>
+              </div>
+            </template>
+          </el-table-column>
+          <el-table-column label="操作" width="140" fixed="right" class-name="screenshot-hide">
+            <template #default="{ row }">
+              <template v-if="isOverdue(row)">
+                <el-button size="small" type="warning" @click="quickReschedule(row)">改期</el-button>
+                <el-button size="small" @click="quickCancel(row)">取消</el-button>
+              </template>
+              <el-button v-else size="small" type="danger" @click="handleDelete(row.id)">删除</el-button>
+            </template>
+          </el-table-column>
+        </el-table>
+      </div>
+    </div>
     </div><!-- /shotRef -->
 
     <!-- Dialog -->
     <el-dialog v-model="dialogVisible" :title="(dialogMode === 'create' ? '新建' : '编辑') + ' 工作计划'" width="500px">
       <el-form label-position="top">
-        <el-form-item label="客户单位">
-          <el-select v-model="form.customer_id" filterable remote :remote-method="(q: string) => loadCustomers(q)" placeholder="搜索选择客户" style="width:100%">
+        <el-form-item label="客户单位 *">
+          <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索选择客户" style="width:100%">
             <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+            <template #empty>
+              <div v-if="customerSearch" class="select-empty-create">
+                <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+                <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">+ 新建客户「{{ customerSearch }}」</button>
+              </div>
+            </template>
+          </el-select>
+        </el-form-item>
+        <el-form-item v-if="auth.isDirector || auth.isLeader" label="客户经理">
+          <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+            <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
           </el-select>
         </el-form-item>
         <el-form-item label="计划拜访时间">
-          <el-date-picker v-model="form.plan_date" type="date" style="width:100%" />
+          <el-date-picker v-model="form.plan_date" type="date" value-format="YYYY-MM-DD" style="width:100%" />
         </el-form-item>
         <el-form-item label="工作计划">
           <el-input v-model="form.plan_content" type="textarea" :rows="4" placeholder="请输入计划内容" />
@@ -255,10 +346,17 @@ async function quickStatusChange(row: any, newStatus: string) {
         </el-form-item>
       </el-form>
       <EditLogPanel v-if="dialogMode === 'edit'" :edit-log="form.edit_log || []" />
-      <template #footer>
-        <el-button @click="dialogVisible = false">取消</el-button>
-        <el-button type="primary" @click="handleSave">保存</el-button>
-      </template>
+      <template #footer><el-button @click="dialogVisible = false">取消</el-button><el-button type="primary" @click="handleSave">保存</el-button></template>
+    </el-dialog>
+
+    <!-- Quick reschedule dialog -->
+    <el-dialog v-model="rescheduleVisible" title="修改计划日期" width="360px">
+      <el-form label-position="top">
+        <el-form-item label="新日期">
+          <el-date-picker v-model="rescheduleDate" type="date" value-format="YYYY-MM-DD" style="width:100%" />
+        </el-form-item>
+      </el-form>
+      <template #footer><el-button @click="rescheduleVisible = false">取消</el-button><el-button type="primary" @click="confirmReschedule">确认改期</el-button></template>
     </el-dialog>
   </div>
 </template>
@@ -271,6 +369,12 @@ async function quickStatusChange(row: any, newStatus: string) {
 .page-title { margin: 0; font-family: var(--font-heading); font-size: 22px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; }
 .page-desc { margin: 4px 0 0; font-size: 13px; color: var(--c-text-muted); font-family: var(--font-body); }
 .page-rule { width: 32px; height: 3px; background: var(--gold); margin-top: 12px; }
+
+/* ── Overdue Banner ── */
+.overdue-banner { display: flex; align-items: center; gap: 8px; margin-top: 12px; padding: 10px 16px; background: rgba(184,71,46,0.06); border-left: 3px solid var(--vermilion); font-family: var(--font-body); font-size: 13px; color: var(--ink); }
+.overdue-banner strong { color: var(--vermilion); }
+
+/* ── Summary Bar ── */
 .summary-bar { display: flex; align-items: center; flex-wrap: wrap; gap: 8px; margin-top: 14px; padding: 10px 14px; background: var(--c-bg-light, #faf9f6); border-radius: 6px; border: 1px solid var(--c-border, #e8e5df); }
 .summary-label { font-size: 12px; color: var(--c-text-muted); font-family: var(--font-body); margin-right: 4px; }
 .summary-chip { display: inline-block; padding: 2px 10px; border-radius: 12px; font-size: 12px; color: var(--mgr-chip-text); white-space: nowrap; cursor: pointer; transition: opacity 0.2s, transform 0.15s; }
@@ -285,4 +389,20 @@ async function quickStatusChange(row: any, newStatus: string) {
 .filter-item { display: flex; align-items: center; gap: 8px; }
 .filter-label { font-size: 13px; color: var(--warm-gray); font-family: var(--font-body); white-space: nowrap; }
 .filter-count { font-size: 12px; color: var(--c-text-muted); font-family: var(--font-mono); margin-left: auto; }
+
+/* ── Sections ── */
+.plan-section { margin-bottom: 16px; border: 1px solid var(--warm-border); background: var(--surface); }
+.section-header { display: flex; align-items: center; gap: 10px; padding: 14px 18px; cursor: pointer; user-select: none; border-bottom: 1px solid var(--warm-border); transition: background 0.2s; }
+.section-header:hover { background: var(--c-bg-light, #faf9f6); }
+.section-arrow { font-size: 10px; color: var(--gold); width: 14px; transition: transform 0.2s; }
+.section-title { font-family: var(--font-heading); font-size: 15px; color: var(--ink); letter-spacing: 0.04em; }
+.section-count { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+
+/* ── Overdue Badge ── */
+.overdue-badge { display: inline-block; padding: 1px 7px; border-radius: 8px; background: var(--vermilion); color: #fff; font-family: var(--font-mono); font-size: 10px; white-space: nowrap; }
+
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 6px 12px; color: var(--gold-dark); font-family: var(--font-body); font-size: 12px; cursor: pointer; transition: all 0.2s; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/mobile/DailyNoteForm.vue

@@ -3,13 +3,16 @@ import { ref, onMounted, computed } from 'vue'
 import { useRouter, useRoute } from 'vue-router'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import { todayStr } from '@/utils'
+import { useAuthStore } from '@/stores/auth'
 import api from '@/api/index'
 import EditLogPanel from '@/components/EditLogPanel.vue'
 
 const router = useRouter()
 const route = useRoute()
+const auth = useAuthStore()
 const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
+const allManagers = ref<any[]>([])
 
 const categories = ['行政事务', '合同整理', '发票处理', '内部会议', '培训学习', '其他']
 
@@ -24,6 +27,7 @@ const form = ref({
   category: '其他',
   content: '',
   time_range: '',
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
 function onTimeRangeChange(val: [string, string] | null) {
@@ -36,6 +40,9 @@ function parseTimeRange(str: string): [string, string] | null {
 }
 
 onMounted(async () => {
+  if (auth.isDirector || auth.isLeader) {
+    try { const res = await api.get('/users/', { params: { role: 'manager' } }); allManagers.value = res.data } catch (_) {}
+  }
   if (isEdit.value) {
     try {
       const res = await api.get(`/daily-notes/${route.params.id}`)
@@ -45,6 +52,7 @@ onMounted(async () => {
         category: n.category,
         content: n.content || '',
         time_range: n.time_range || '',
+        manager_id: n.manager_id || auth.userId || '',
       }
       timeRangeValue.value = parseTimeRange(n.time_range)
     } catch (_) {}
@@ -52,6 +60,7 @@ onMounted(async () => {
 })
 
 async function handleSubmit() {
+  if (!form.value.note_date) { ElMessage.warning('请选择日期'); return }
   if (!form.value.content.trim()) { ElMessage.warning('请输入纪要内容'); return }
   submitLoading.value = true
   try {
@@ -100,9 +109,23 @@ async function handleDelete() {
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
         <template #label>
-          <span class="form-label">日期</span>
+          <span class="form-label">日期 <span class="required-star">*</span></span>
         </template>
-        <el-date-picker v-model="form.note_date" type="date" style="width:100%" />
+        <el-date-picker v-model="form.note_date" type="date" value-format="YYYY-MM-DD" style="width:100%" />
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
+        </el-select>
       </el-form-item>
 
       <el-form-item>
@@ -143,7 +166,7 @@ async function handleDelete() {
 
       <el-form-item>
         <template #label>
-          <span class="form-label">工作内容 <span class="form-label-required">*</span></span>
+          <span class="form-label">工作内容 <span class="required-star">*</span></span>
         </template>
         <el-input v-model="form.content" type="textarea" :rows="5" placeholder="今天做了什么..." />
       </el-form-item>
@@ -273,4 +296,5 @@ async function handleDelete() {
   animation: spin 0.6s linear infinite;
 }
 @keyframes spin { to { transform: rotate(360deg); } }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/mobile/Home.vue

@@ -16,6 +16,7 @@ const previewImageUrl = ref('')
 const previewDialogVisible = ref(false)
 const photoUrls = ref<Record<string, string>>({})
 const loading = ref(false)
+const overduePlans = ref(0)
 
 const todayTotal = computed(() => todayVisitCount.value + todayNoteCount.value)
 
@@ -57,7 +58,10 @@ async function loadToday() {
 
 function previewPhoto(url: string) { previewImageUrl.value = url; previewDialogVisible.value = true }
 
-onMounted(loadToday)
+async function loadOverdue() {
+  try { const res = await api.get('/dashboard/stats'); overduePlans.value = res.data.overdue_plans || 0 } catch (_) {}
+}
+onMounted(() => { loadToday(); loadOverdue() })
 </script>
 
 <template>
@@ -81,6 +85,13 @@ onMounted(loadToday)
       <div class="stat-ornament"></div>
     </div>
 
+    <!-- ═══ Overdue Plans Alert ═══ -->
+    <div v-if="overduePlans" class="overdue-alert" @click="router.push('/m/plans')">
+      <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"></circle><line x1="12" y1="8" x2="12" y2="12"></line><line x1="12" y1="16" x2="12.01" y2="16"></line></svg>
+      <span>{{ overduePlans }} 条工作计划已过期，点击处理</span>
+      <span class="overdue-arrow">→</span>
+    </div>
+
     <!-- ═══ Primary Quick Actions ═══ -->
     <div class="quick-actions">
       <button class="action-btn action-btn--primary" @click="router.push('/m/visit/new')">
@@ -99,38 +110,6 @@ onMounted(loadToday)
       </button>
     </div>
 
-    <!-- ═══ Secondary Quick Links ═══ -->
-    <div class="quick-links">
-      <button class="link-chip" @click="router.push('/m/work-plan/new')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <rect x="3" y="4" width="18" height="18" rx="2" ry="2"></rect>
-          <line x1="16" y1="2" x2="16" y2="6"></line>
-          <line x1="8" y1="2" x2="8" y2="6"></line>
-          <line x1="3" y1="10" x2="21" y2="10"></line>
-        </svg>
-        工作计划
-      </button>
-      <button class="link-chip" @click="router.push('/m/mini-biz/new')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <line x1="12" y1="1" x2="12" y2="23"></line>
-          <path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6"></path>
-        </svg>
-        商机跟单
-      </button>
-      <button class="link-chip" @click="router.push('/m/key-visit/new')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <polygon points="12 2 15.09 8.26 22 9.27 17 14.14 18.18 21.02 12 17.77 5.82 21.02 7 14.14 2 9.27 8.91 8.26 12 2"></polygon>
-        </svg>
-        要客拜访
-      </button>
-      <button class="link-chip" @click="router.push('/m/leaves')">
-        <svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-          <path d="M8 7V3m8 4V3m-9 8h10M5 21h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v12a2 2 0 002 2z"></path>
-        </svg>
-        请假
-      </button>
-    </div>
-
     <!-- ═══ Section Divider ═══ -->
     <div class="section-head" v-if="dailyNotes.length || visits.length">
       <span class="section-title">今日记录</span>
@@ -303,6 +282,9 @@ onMounted(loadToday)
   background: linear-gradient(135deg, transparent 50%, rgba(196,147,74,0.08) 50%);
   pointer-events: none;
 }
+.overdue-arrow { margin-left: auto; color: var(--vermilion); }
+.overdue-alert:hover { background: rgba(184,71,46,0.1); }
+.overdue-alert { display: flex; align-items: center; gap: 8px; padding: 12px 16px; margin-bottom: 16px; background: rgba(184,71,46,0.06); border-left: 3px solid var(--vermilion); font-family: var(--font-body); font-size: 13px; color: var(--ink); cursor: pointer; transition: background 0.2s; }
 
 /* ═══ Quick Actions ═══ */
 .quick-actions {

frontend/src/views/mobile/KeyVisitForm.vue

@@ -1,15 +1,20 @@
 <script setup lang="ts">
-import { ref, onMounted } from 'vue'
-import { useRouter } from 'vue-router'
-import { ElMessage } from 'element-plus'
+import { ref, onMounted, computed } from 'vue'
+import { useRouter, useRoute } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
 import { keyVisitsApi } from '@/api/keyVisits'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
 import api from '@/api/index'
 
 const router = useRouter()
+const route = useRoute()
+const auth = useAuthStore()
+const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
 const allUsers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const urgencyLevels = ['一般', '重要', '紧急']
 const urgencyColors: Record<string, string> = {
@@ -25,6 +30,7 @@ const form = ref({
   planned_date: '',
   planned_visitor: '',
   visit_target: '',
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
 function onVisitorsChange(val: string[]) {
@@ -33,8 +39,23 @@ function onVisitorsChange(val: string[]) {
 
 onMounted(async () => {
   await Promise.all([loadCustomers(), loadUsers()])
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
+  if (isEdit.value) {
+    try {
+      const res = await api.get(`/key-visits/${route.params.id}`)
+      const d = res.data
+      if (d.customer_id && d.customer_name && !customers.value.find((c: any) => c.id === d.customer_id)) {
+        customers.value.unshift({ id: d.customer_id, name: d.customer_name })
+      }
+      form.value = { customer_id: d.customer_id, urgency_level: d.urgency_level, description: d.description || '', progress_status: d.progress_status, planned_date: d.planned_date, planned_visitor: d.planned_visitor, visit_target: d.visit_target, manager_id: d.manager_id }
+    } catch (_) {}
+  }
 })
 
+const customerSearch = ref('')
+
 async function loadCustomers(q?: string) {
   try {
     const params: any = { page_size: 100 }
@@ -44,6 +65,28 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
 async function loadUsers() {
   try {
     const res = await api.get('/users/')
@@ -55,13 +98,27 @@ async function handleSubmit() {
   if (!form.value.customer_id) { ElMessage.warning('请选择客户'); return }
   submitLoading.value = true
   try {
-    await keyVisitsApi.create(form.value)
-    ElMessage.success('要客拜访计划已提交')
-    router.push('/m')
+    if (isEdit.value) {
+      await keyVisitsApi.update(route.params.id as string, form.value)
+      ElMessage.success('已更新')
+    } else {
+      await keyVisitsApi.create(form.value)
+      ElMessage.success('要客拜访计划已提交')
+    }
+    router.push('/m/key-visits')
   } catch (e: any) {
-    ElMessage.error('提交失败')
+    ElMessage.error((isEdit.value ? '更新' : '提交') + '失败')
   } finally { submitLoading.value = false }
 }
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await keyVisitsApi.delete(route.params.id as string)
+    ElMessage.success('已删除')
+    router.push('/m/key-visits')
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
 </script>
 
 <template>
@@ -74,17 +131,31 @@ async function handleSubmit() {
         </svg>
       </button>
       <div class="form-title-group">
-        <h2 class="form-title">添加要客拜访</h2>
+        <h2 class="form-title">{{ isEdit ? '编辑要客拜访' : '添加要客拜访' }}</h2>
         <span class="form-subtitle">KEY VISIT PLAN</span>
       </div>
+      <button v-if="isEdit" class="header-delete-btn" @click="handleDelete">删除</button>
       <div class="form-rule"></div>
     </header>
 
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
-        <template #label><span class="form-label">客户单位</span></template>
-        <el-select v-model="form.customer_id" filterable remote :remote-method="loadCustomers" placeholder="搜索客户" style="width:100%">
+        <template #label><span class="form-label">客户单位 <span class="required-star">*</span></span></template>
+        <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索客户" style="width:100%">
           <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+          <template #empty>
+            <div v-if="customerSearch" class="select-empty-create">
+              <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+              <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">新建客户「{{ customerSearch }}」</button>
+            </div>
+          </template>
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
         </el-select>
       </el-form-item>
 
@@ -118,7 +189,7 @@ async function handleSubmit() {
 
       <el-form-item>
         <template #label><span class="form-label">计划拜访时间</span></template>
-        <el-input v-model="form.planned_date" placeholder="如: 2026-06-25" />
+        <el-date-picker v-model="form.planned_date" type="date" value-format="YYYY-MM-DD" placeholder="选择日期" style="width:100%" />
       </el-form-item>
 
       <el-form-item>
@@ -142,10 +213,12 @@ async function handleSubmit() {
         <el-input v-model="form.visit_target" placeholder="如: 王局长、张处长" />
       </el-form-item>
 
-      <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
-        <span v-if="submitLoading" class="btn-loading"></span>
-        提交计划
-      </button>
+      <div class="form-actions">
+        <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
+          <span v-if="submitLoading" class="btn-loading"></span>
+          {{ isEdit ? '保存修改' : '提交计划' }}
+        </button>
+      </div>
     </el-form>
   </div>
 </template>
@@ -231,4 +304,13 @@ async function handleSubmit() {
   animation: spin 0.6s linear infinite;
 }
 @keyframes spin { to { transform: rotate(360deg); } }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 8px 14px; color: var(--gold-dark); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; letter-spacing: 0.03em; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.form-actions { display: flex; gap: 10px; margin-top: 24px; }
+.delete-btn { padding: 16px 24px; background: var(--surface); color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.delete-btn:hover { background: var(--vermilion); color: #fff; }
+.header-delete-btn { margin-left: auto; margin-top: 4px; padding: 6px 14px; background: none; color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; white-space: nowrap; }
+.header-delete-btn:hover { background: var(--vermilion); color: #fff; }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/mobile/KeyVisitsList.vue

@@ -0,0 +1,110 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import { keyVisitsApi } from '@/api/keyVisits'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await keyVisitsApi.list(params)
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+const urgencyColors: Record<string, string> = { '一般': '#5B7FA5', '重要': '#C4934A', '紧急': '#B8472E' }
+
+async function handleDelete(id: string) {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await keyVisitsApi.delete(id)
+    ElMessage.success('已删除')
+    await loadItems()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">要客拜访</h2><span class="form-subtitle">KEY VISITS</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <button class="new-btn" @click="router.push('/m/key-visit/new')">+ 新建要客</button>
+
+        <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂不要客记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/key-visit/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: urgencyColors[item.urgency_level] || '#5B7FA5' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-urgency" :style="{ color: urgencyColors[item.urgency_level] || '#5B7FA5' }">{{ item.urgency_level }}</span>
+            <span class="card-status">{{ item.progress_status }}</span>
+          </div>
+          <div class="card-content">{{ item.description }}</div>
+          <div class="card-footer">
+            <span class="card-customer">{{ item.customer_name }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.new-btn { width: 100%; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 14px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 15px; letter-spacing: 0.06em; cursor: pointer; transition: all 0.25s; margin-bottom: 18px; }
+.new-btn:hover { background: var(--ink-light); }
+.new-btn:active { transform: scale(0.98); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-urgency { font-family: var(--font-heading); font-size: 13px; }
+.card-status { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>

frontend/src/views/mobile/LeaveForm.vue

@@ -70,7 +70,9 @@ async function handleSubmit() {
     }
     router.push('/m/leaves')
   } catch (e: any) {
-    ElMessage.error((isEdit ? '更新' : '提交') + '失败: ' + (e.response?.data?.detail || e.message))
+    const detail = e.response?.data?.detail
+    const msg = Array.isArray(detail) ? detail.map((d: any) => d.msg).join('; ') : (detail || e.message)
+    ElMessage.error((isEdit ? '更新' : '提交') + '失败: ' + msg)
   } finally { submitLoading.value = false }
 }
 
@@ -123,13 +125,13 @@ async function handleDelete() {
       </el-form-item>
 
       <el-form-item>
-        <template #label><span class="form-label">开始日期</span></template>
-        <el-date-picker v-model="form.start_date" type="date" placeholder="选择开始日期" style="width:100%" />
+        <template #label><span class="form-label">开始日期 <span class="required-star">*</span></span></template>
+        <el-date-picker v-model="form.start_date" type="date" placeholder="选择开始日期" style="width:100%" value-format="YYYY-MM-DD" />
       </el-form-item>
 
       <el-form-item>
-        <template #label><span class="form-label">结束日期</span></template>
-        <el-date-picker v-model="form.end_date" type="date" placeholder="选择结束日期" style="width:100%" />
+        <template #label><span class="form-label">结束日期 <span class="required-star">*</span></span></template>
+        <el-date-picker v-model="form.end_date" type="date" placeholder="选择结束日期" style="width:100%" value-format="YYYY-MM-DD" />
       </el-form-item>
 
       <el-form-item>
@@ -198,4 +200,5 @@ async function handleDelete() {
 .delete-btn:hover { background: var(--vermilion); color: #fff; }
 .btn-loading { width: 16px; height: 16px; border: 2px solid rgba(255,255,255,0.3); border-top-color: #fff; border-radius: 50%; animation: spin 0.6s linear infinite; }
 @keyframes spin { to { transform: rotate(360deg); } }
+.required-star { color: var(--vermilion); font-weight: 700; }
 </style>

frontend/src/views/mobile/MiniBizList.vue

@@ -0,0 +1,111 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import { miniBusinessApi } from '@/api/miniBusiness'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+const statusOrder: Record<string, number> = { '跟进中': 0, '已签约': 1, '已流失': 2 }
+
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await miniBusinessApi.list(params)
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+const statusColors: Record<string, string> = { '跟进中': '#C4934A', '已签约': '#4A6741', '已流失': '#B8472E' }
+
+async function handleDelete(id: string) {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await miniBusinessApi.delete(id)
+    ElMessage.success('已删除')
+    await loadItems()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">商机跟单</h2><span class="form-subtitle">MINI BUSINESS</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <button class="new-btn" @click="router.push('/m/mini-biz/new')">+ 新建商机</button>
+
+        <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无商机记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/mini-biz/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: statusColors[item.status] || '#C4934A' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-status" :style="{ color: statusColors[item.status] || '#C4934A' }">{{ item.status }}</span>
+            <span class="card-amount">{{ item.amount }}</span>
+          </div>
+          <div class="card-content">{{ item.product_type }}</div>
+          <div class="card-footer">
+            <span class="card-customer">{{ item.customer_name }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.new-btn { width: 100%; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 14px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 15px; letter-spacing: 0.06em; cursor: pointer; transition: all 0.25s; margin-bottom: 18px; }
+.new-btn:hover { background: var(--ink-light); }
+.new-btn:active { transform: scale(0.98); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-status { font-family: var(--font-heading); font-size: 13px; }
+.card-amount { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>

frontend/src/views/mobile/MiniBusinessForm.vue

@@ -1,13 +1,19 @@
 <script setup lang="ts">
-import { ref, onMounted } from 'vue'
-import { useRouter } from 'vue-router'
-import { ElMessage } from 'element-plus'
+import { ref, onMounted, computed } from 'vue'
+import { useRouter, useRoute } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
 import { miniBusinessApi } from '@/api/miniBusiness'
 import { customersApi } from '@/api/customers'
+import { useAuthStore } from '@/stores/auth'
+import api from '@/api/index'
 
 const router = useRouter()
+const route = useRoute()
+const auth = useAuthStore()
+const isEdit = computed(() => !!route.params.id)
 const submitLoading = ref(false)
 const customers = ref<any[]>([])
+const allManagers = ref<any[]>([])
 
 const form = ref({
   customer_id: '',
@@ -16,9 +22,28 @@ const form = ref({
   follow_up_detail: '',
   status: '跟进中',
   expected_revenue_date: '',
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
-onMounted(() => { loadCustomers() })
+onMounted(async () => {
+  loadCustomers()
+  if (auth.isDirector || auth.isLeader) {
+    api.get('/users/', { params: { role: 'manager' } }).then(r => { allManagers.value = r.data }).catch(() => {})
+  }
+  if (isEdit.value) {
+    try {
+      const res = await api.get(`/mini-business/${route.params.id}`)
+      const d = res.data
+      if (d.customer_id && d.customer_name && !customers.value.find((c: any) => c.id === d.customer_id)) {
+        customers.value.unshift({ id: d.customer_id, name: d.customer_name })
+      }
+      form.value = { customer_id: d.customer_id, product_type: d.product_type, amount: d.amount, follow_up_detail: d.follow_up_detail || '', status: d.status, expected_revenue_date: d.expected_revenue_date, manager_id: d.manager_id }
+    } catch (_) {}
+    loadLogs()
+  }
+})
+
+const customerSearch = ref('')
 
 async function loadCustomers(q?: string) {
   try {
@@ -29,17 +54,93 @@ async function loadCustomers(q?: string) {
   } catch (_) {}
 }
 
+async function handleCustomerSearch(query: string) {
+  customerSearch.value = query
+  if (query) { await loadCustomers(query) }
+  else { await loadCustomers() }
+}
+
+async function handleQuickCreate() {
+  const name = customerSearch.value.trim()
+  if (!name) { ElMessage.warning('请输入单位名称'); return }
+  try {
+    const res = await api.post('/customers/quick-create', null, { params: { name } })
+    const newCust = res.data
+    customers.value.unshift(newCust)
+    form.value.customer_id = newCust.id
+    customerSearch.value = ''
+    ElMessage.success(`已创建客户：${name}`)
+    await loadCustomers()
+  } catch (e: any) {
+    ElMessage.error('创建失败: ' + (e.response?.data?.detail || e.message))
+  }
+}
+
 async function handleSubmit() {
   if (!form.value.customer_id) { ElMessage.warning('请选择客户'); return }
+  if (form.value.status === '已流失') form.value.expected_revenue_date = ''
   submitLoading.value = true
   try {
-    await miniBusinessApi.create(form.value)
-    ElMessage.success('商机已提交')
-    router.push('/m')
+    if (isEdit.value) {
+      await miniBusinessApi.update(route.params.id as string, form.value)
+      ElMessage.success('已更新')
+    } else {
+      await miniBusinessApi.create(form.value)
+      ElMessage.success('商机已提交')
+    }
+    router.push('/m/mini-biz')
   } catch (e: any) {
-    ElMessage.error('提交失败')
+    ElMessage.error((isEdit.value ? '更新' : '提交') + '失败')
   } finally { submitLoading.value = false }
 }
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' })
+    await miniBusinessApi.delete(route.params.id as string)
+    ElMessage.success('已删除')
+    router.push('/m/mini-biz')
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+
+// ── Follow-up logs ──
+const logs = ref<any[]>([])
+const logForm = ref({ log_date: '', method: '电话', content: '' })
+const logMethods = ['电话', '微信', '上门', '邮件', '其他']
+const logMethodIcons: Record<string, string> = { '电话': '📞', '微信': '💬', '上门': '🏢', '邮件': '📧', '其他': '📋' }
+const logMethodColors: Record<string, string> = { '电话': '#5B7FA5', '微信': '#22c55e', '上门': '#4A6741', '邮件': '#C4934A', '其他': '#7B7568' }
+const logLoading = ref(false)
+const logSaving = ref(false)
+
+async function loadLogs() {
+  logLoading.value = true
+  try {
+    const res = await miniBusinessApi.getLogs(route.params.id as string)
+    logs.value = res.data || []
+  } catch (_) { logs.value = [] }
+  finally { logLoading.value = false }
+}
+
+async function handleCreateLog() {
+  if (!logForm.value.content.trim()) { ElMessage.warning('请输入跟进内容'); return }
+  logSaving.value = true
+  try {
+    await miniBusinessApi.createLog(route.params.id as string, logForm.value)
+    ElMessage.success('跟进记录已添加')
+    logForm.value = { log_date: new Date().toISOString().slice(0, 10), method: '电话', content: '' }
+    await loadLogs()
+  } catch (e: any) { ElMessage.error('添加失败: ' + (e.response?.data?.detail || e.message)) }
+  finally { logSaving.value = false }
+}
+
+async function handleDeleteLog(logId: string) {
+  try {
+    await ElMessageBox.confirm('确定删除该跟进记录？', '确认', { type: 'warning' })
+    await miniBusinessApi.deleteLog(logId)
+    ElMessage.success('已删除')
+    await loadLogs()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
 </script>
 
 <template>
@@ -52,17 +153,31 @@ async function handleSubmit() {
         </svg>
       </button>
       <div class="form-title-group">
-        <h2 class="form-title">添加商机跟单</h2>
+        <h2 class="form-title">{{ isEdit ? '编辑商机跟单' : '添加商机跟单' }}</h2>
         <span class="form-subtitle">BUSINESS OPPORTUNITY</span>
       </div>
+      <button v-if="isEdit" class="header-delete-btn" @click="handleDelete">删除</button>
       <div class="form-rule"></div>
     </header>
 
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
-        <template #label><span class="form-label">客户单位</span></template>
-        <el-select v-model="form.customer_id" filterable remote :remote-method="loadCustomers" placeholder="搜索客户" style="width:100%">
+        <template #label><span class="form-label">客户单位 <span class="required-star">*</span></span></template>
+        <el-select v-model="form.customer_id" filterable remote :remote-method="handleCustomerSearch" placeholder="搜索客户" style="width:100%">
           <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+          <template #empty>
+            <div v-if="customerSearch" class="select-empty-create">
+              <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+              <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">新建客户「{{ customerSearch }}」</button>
+            </div>
+          </template>
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in allManagers" :key="m.id" :label="m.name" :value="m.id" />
         </el-select>
       </el-form-item>
 
@@ -95,10 +210,43 @@ async function handleSubmit() {
         <el-input v-model="form.expected_revenue_date" placeholder="如: 2026Q3" />
       </el-form-item>
 
-      <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
-        <span v-if="submitLoading" class="btn-loading"></span>
-        提交商机
-      </button>
+      <div class="form-actions">
+        <button class="submit-btn" :disabled="submitLoading" @click="handleSubmit">
+          <span v-if="submitLoading" class="btn-loading"></span>
+          {{ isEdit ? '保存修改' : '提交商机' }}
+        </button>
+      </div>
+
+      <!-- Follow-up Timeline (edit mode only) -->
+      <div v-if="isEdit" class="log-section">
+        <div class="section-head"><span class="section-title">跟进记录</span><span class="section-line"></span></div>
+        <div v-loading="logLoading" class="log-list">
+          <div v-if="logs.length === 0 && !logLoading" class="log-empty">暂无跟进记录</div>
+          <div v-for="l in logs" :key="l.id" class="log-item">
+            <span class="log-icon">{{ logMethodIcons[l.method] || '📋' }}</span>
+            <div class="log-body">
+              <div class="log-header">
+                <span class="log-date">{{ l.log_date }}</span>
+                <span class="log-chip" :style="{ background: logMethodColors[l.method] || '#7B7568', color: '#fff', padding: '1px 6px', fontSize: '11px' }">{{ l.method }}</span>
+                <span class="log-author">{{ l.created_by_name }}</span>
+              </div>
+              <div class="log-content">{{ l.content }}</div>
+            </div>
+            <button class="log-del" @click="handleDeleteLog(l.id)">✕</button>
+          </div>
+        </div>
+        <!-- Add Log -->
+        <div class="log-add">
+          <div class="log-add-row">
+            <el-date-picker v-model="logForm.log_date" type="date" value-format="YYYY-MM-DD" size="small" style="width:130px" />
+            <div class="log-chips">
+              <button v-for="m in logMethods" :key="m" type="button" class="log-chip-btn" :class="{ 'log-chip-btn--active': logForm.method === m }" :style="logForm.method === m ? { background: logMethodColors[m], borderColor: logMethodColors[m], color: '#fff' } : {}" @click="logForm.method = m">{{ m }}</button>
+            </div>
+          </div>
+          <el-input v-model="logForm.content" type="textarea" :rows="2" placeholder="输入跟进内容..." size="small" style="margin-top:6px" />
+          <button class="log-submit" :disabled="logSaving" @click="handleCreateLog">{{ logSaving ? '添加中...' : '添加跟进' }}</button>
+        </div>
+      </div>
     </el-form>
   </div>
 </template>
@@ -167,4 +315,46 @@ async function handleSubmit() {
   animation: spin 0.6s linear infinite;
 }
 @keyframes spin { to { transform: rotate(360deg); } }
+.quick-create-btn { display: inline-flex; align-items: center; gap: 4px; background: none; border: 1px dashed var(--gold); padding: 8px 14px; color: var(--gold-dark); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; letter-spacing: 0.03em; }
+.quick-create-btn:hover { border-color: var(--vermilion); color: var(--vermilion); background: rgba(184,71,46,0.03); }
+.select-empty-create { padding: 8px 12px; text-align: center; }
+.form-actions { display: flex; gap: 10px; margin-top: 24px; }
+.submit-btn { flex: 1; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 16px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.submit-btn:hover { background: var(--ink-light); }
+.submit-btn:active { transform: scale(0.98); }
+.submit-btn:disabled { opacity: 0.6; cursor: not-allowed; }
+.delete-btn { padding: 16px 24px; background: var(--surface); color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-heading); font-size: 16px; letter-spacing: 0.08em; cursor: pointer; transition: all 0.25s; }
+.delete-btn:hover { background: var(--vermilion); color: #fff; }
+.header-delete-btn { margin-left: auto; margin-top: 4px; padding: 6px 14px; background: none; color: var(--vermilion); border: 1px solid var(--vermilion); font-family: var(--font-body); font-size: 13px; cursor: pointer; transition: all 0.2s; white-space: nowrap; }
+.header-delete-btn:hover { background: var(--vermilion); color: #fff; }
+.btn-loading { width: 16px; height: 16px; border: 2px solid rgba(255,255,255,0.3); border-top-color: #fff; border-radius: 50%; animation: spin 0.6s linear infinite; }
+@keyframes spin { to { transform: rotate(360deg); } }
+.required-star { color: var(--vermilion); font-weight: 700; }
+
+/* ── Follow-up Log Section ── */
+.log-section { margin-top: 20px; border-top: 1px solid var(--warm-border); padding-top: 16px; }
+.section-head { display: flex; align-items: center; gap: 12px; margin-bottom: 14px; }
+.section-title { font-family: var(--font-heading); font-size: 18px; color: var(--ink); letter-spacing: 0.06em; white-space: nowrap; }
+.section-line { flex: 1; height: 2px; background: var(--gold); }
+.log-list { display: flex; flex-direction: column; gap: 8px; margin-bottom: 14px; max-height: 260px; overflow-y: auto; }
+.log-empty { text-align: center; color: var(--warm-gray); font-size: 13px; padding: 16px 0; }
+.log-item { display: flex; gap: 8px; align-items: flex-start; padding: 10px; background: var(--surface); border: 1px solid var(--warm-border); }
+.log-icon { font-size: 16px; flex-shrink: 0; margin-top: 2px; }
+.log-body { flex: 1; min-width: 0; }
+.log-header { display: flex; align-items: center; gap: 6px; margin-bottom: 3px; }
+.log-date { font-family: var(--font-mono); font-size: 12px; color: var(--ink); }
+.log-author { font-size: 11px; color: var(--warm-gray); margin-left: auto; }
+.log-content { font-size: 13px; color: var(--c-text); line-height: 1.5; }
+.log-del { flex-shrink: 0; background: none; border: none; color: var(--warm-gray); cursor: pointer; font-size: 14px; padding: 2px; }
+.log-del:hover { color: var(--vermilion); }
+.log-chip { border-radius: 2px; white-space: nowrap; }
+.log-add { border-top: 1px solid var(--warm-border); padding-top: 12px; }
+.log-add-row { display: flex; gap: 6px; align-items: center; }
+.log-chips { display: flex; gap: 3px; }
+.log-chip-btn { padding: 4px 8px; border: 1px solid var(--warm-border); background: var(--surface); font-size: 11px; cursor: pointer; transition: all 0.2s; }
+.log-chip-btn:hover { border-color: var(--ink); }
+.log-chip-btn--active { font-weight: 600; }
+.log-submit { width: 100%; margin-top: 8px; padding: 10px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 14px; letter-spacing: 0.06em; cursor: pointer; }
+.log-submit:hover { background: var(--ink-light); }
+.log-submit:disabled { opacity: 0.6; cursor: not-allowed; }
 </style>

frontend/src/views/mobile/NotesList.vue

@@ -0,0 +1,98 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import api from '@/api/index'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+onMounted(loadItems)
+
+const catColors: Record<string, string> = {
+  '行政事务': '#1C3738', '合同整理': '#4A6741', '发票处理': '#C4934A',
+  '内部会议': '#B8472E', '培训学习': '#5B7FA5', '其他': '#7B7568',
+}
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/daily-notes/', { params })
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">历史纪要</h2><span class="form-subtitle">NOTE HISTORY</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+        <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div v-loading="loading" class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无纪要记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/note/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: catColors[item.category] || '#7B7568' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-cat" :style="{ color: catColors[item.category] || '#7B7568' }">{{ item.category }}</span>
+            <span class="card-date">{{ item.note_date }}</span>
+          </div>
+          <div class="card-content">{{ item.content || '暂无内容' }}</div>
+          <div class="card-footer">
+            <span v-if="item.time_range" class="card-time">{{ item.time_range }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-cat { font-family: var(--font-heading); font-size: 13px; }
+.card-date { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; }
+.card-time { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>

frontend/src/views/mobile/PlansList.vue

@@ -0,0 +1,207 @@
+<script setup lang="ts">
+import { ref, onMounted, computed } from 'vue'
+import { useRouter } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import api from '@/api/index'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+const today = new Date()
+const weekStart = (d: Date) => { const s = new Date(d); s.setDate(s.getDate() - s.getDay() + 1); s.setHours(0,0,0,0); return s }
+const weekEnd = (d: Date) => { const e = weekStart(d); e.setDate(e.getDate() + 6); return e }
+const thisWeekStart = weekStart(today)
+const nextWeekStart = new Date(thisWeekStart); nextWeekStart.setDate(nextWeekStart.getDate() + 7)
+const thisMonthEnd = new Date(today.getFullYear(), today.getMonth() + 1, 0)
+const todayStr = computed(() => today.toISOString().slice(0, 10))
+
+function classifyPlan(planDate: string, status: string): string {
+  if (status !== '计划中') return 'archived'
+  const d = new Date(planDate)
+  if (d < thisWeekStart) return 'thisWeek'
+  if (d <= weekEnd(today)) return 'thisWeek'
+  if (d <= weekEnd(nextWeekStart)) return 'nextWeek'
+  if (d <= thisMonthEnd) return 'thisMonth'
+  return 'later'
+}
+
+function isOverdue(row: any): boolean {
+  return row.status === '计划中' && row.plan_date < todayStr.value
+}
+
+function overdueDays(row: any): number {
+  return Math.floor((today.getTime() - new Date(row.plan_date).getTime()) / 86400000)
+}
+
+const sectionLabels: Record<string, string> = {
+  thisWeek: '本周', nextWeek: '下周', thisMonth: '本月', later: '更远', archived: '已归档',
+}
+
+const groupedPlans = computed(() => {
+  const groups: Record<string, any[]> = { thisWeek: [], nextWeek: [], thisMonth: [], later: [], archived: [] }
+  for (const p of items.value) {
+    const key = classifyPlan(p.plan_date, p.status)
+    if (!groups[key]) groups[key] = []
+    groups[key].push(p)
+  }
+  for (const g of Object.values(groups)) g.sort((a: any, b: any) => a.plan_date.localeCompare(b.plan_date))
+  return Object.entries(groups).filter(([_, list]) => list.length > 0).map(([key, list]) => ({ key, label: sectionLabels[key] || key, list }))
+})
+
+const statusColors: Record<string, string> = {
+  '计划中': '#4A6741', '已完成': '#5B7FA5', '已取消': '#909399',
+}
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/work-plans/', { params })
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+async function handleDelete(id: string) {
+  try { await ElMessageBox.confirm('确定删除？', '确认', { type: 'warning' }); await api.delete(`/work-plans/${id}`); ElMessage.success('已删除'); await loadItems() }
+  catch (e: any) { if (e !== 'cancel') ElMessage.error('删除失败') }
+}
+
+async function quickCancel(item: any) {
+  try {
+    await ElMessageBox.confirm('确定将此计划标记为「已取消」？', '确认取消', { type: 'warning', confirmButtonText: '确定', cancelButtonText: '返回' })
+    await api.put(`/work-plans/${item.id}`, { status: '已取消' }); ElMessage.success('已取消'); await loadItems()
+  } catch (e: any) { if (e !== 'cancel') ElMessage.error('操作失败') }
+}
+
+const rescheduleVisible = ref(false)
+const rescheduleItem = ref<any>(null)
+const rescheduleDate = ref('')
+function openReschedule(item: any) { rescheduleItem.value = item; rescheduleDate.value = item.plan_date; rescheduleVisible.value = true }
+async function confirmReschedule() {
+  if (!rescheduleDate.value || !rescheduleItem.value) return
+  try { await api.put(`/work-plans/${rescheduleItem.value.id}`, { plan_date: rescheduleDate.value }); ElMessage.success('日期已更新'); rescheduleVisible.value = false; await loadItems() }
+  catch (e: any) { ElMessage.error('更新失败') }
+}
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">工作计划</h2><span class="form-subtitle">WORK PLANS</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <button class="new-btn" @click="router.push('/m/work-plan/new')">+ 新建计划</button>
+
+    <div class="auto-hint">💡 拜访客户后计划会自动完成，无需手动改状态</div>
+
+    <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无工作计划</p></div>
+
+    <div v-for="group in groupedPlans" :key="group.key" class="section">
+      <div class="section-header">
+        <span class="section-title">{{ group.label }}</span>
+        <span class="section-count">{{ group.list.length }} 条</span>
+      </div>
+      <div class="cards">
+        <article v-for="item in group.list" :key="item.id" class="card" :class="{ 'card--overdue': isOverdue(item) }" @click="router.push(`/m/work-plan/${item.id}/edit`)">
+          <div class="card-accent" :style="{ background: isOverdue(item) ? '#B8472E' : statusColors[item.status] || '#909399' }"></div>
+          <div class="card-body">
+            <div class="card-header">
+              <span class="card-status" :style="{ color: statusColors[item.status] || '#909399' }">{{ item.status }}</span>
+              <span v-if="isOverdue(item)" class="overdue-badge">过期{{ overdueDays(item) }}天</span>
+              <span class="card-date">{{ item.plan_date }}</span>
+            </div>
+            <div class="card-content">{{ item.plan_content }}</div>
+            <div class="card-footer">
+              <span class="card-customer">{{ item.customer_name }}</span>
+              <div v-if="isOverdue(item)" style="display:flex;gap:6px">
+                <button class="quick-reschedule-btn" @click.stop="openReschedule(item)">改期</button>
+                <button class="quick-cancel-btn" @click.stop="quickCancel(item)">取消</button>
+              </div>
+            </div>
+          </div>
+        </article>
+      </div>
+    </div>
+
+    <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+
+    <!-- Quick reschedule dialog -->
+    <el-dialog v-model="rescheduleVisible" title="修改计划日期" width="90%">
+      <el-form label-position="top">
+        <el-form-item label="新日期">
+          <el-date-picker v-model="rescheduleDate" type="date" value-format="YYYY-MM-DD" style="width:100%" />
+        </el-form-item>
+      </el-form>
+      <template #footer><el-button @click="rescheduleVisible = false">取消</el-button><el-button type="primary" @click="confirmReschedule">确认改期</el-button></template>
+    </el-dialog>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.new-btn { width: 100%; display: flex; align-items: center; justify-content: center; gap: 8px; padding: 14px; background: var(--ink); color: #fff; border: none; font-family: var(--font-heading); font-size: 15px; letter-spacing: 0.06em; cursor: pointer; transition: all 0.25s; margin-bottom: 18px; }
+.new-btn:hover { background: var(--ink-light); }
+.new-btn:active { transform: scale(0.98); }
+
+.auto-hint { padding: 10px 14px; margin-bottom: 14px; background: rgba(74,103,65,0.06); border-left: 3px solid #4A6741; font-family: var(--font-body); font-size: 12px; color: var(--ink); line-height: 1.5; }
+
+/* ── Sections ── */
+.section { margin-bottom: 20px; }
+.section-header { display: flex; align-items: baseline; gap: 8px; padding: 8px 0 10px; border-bottom: 1px solid var(--warm-border); margin-bottom: 10px; }
+.section-title { font-family: var(--font-heading); font-size: 14px; color: var(--ink); letter-spacing: 0.04em; }
+.section-count { font-family: var(--font-mono); font-size: 11px; color: var(--warm-gray); }
+
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card--overdue { border-left: 3px solid var(--vermilion); background: rgba(184,71,46,0.03); }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; gap: 8px; margin-bottom: 8px; }
+.card-status { font-family: var(--font-heading); font-size: 13px; }
+.card-date { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); margin-left: auto; }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+
+/* ── Overdue ── */
+.overdue-badge { padding: 1px 6px; border-radius: 6px; background: var(--vermilion); color: #fff; font-family: var(--font-mono); font-size: 10px; white-space: nowrap; }
+.quick-reschedule-btn { padding: 4px 10px; background: none; border: 1px solid var(--gold); color: var(--gold-dark); font-family: var(--font-body); font-size: 11px; cursor: pointer; transition: all 0.2s; }
+.quick-reschedule-btn:hover { background: var(--gold); color: #fff; }
+.quick-cancel-btn { padding: 4px 10px; background: none; border: 1px solid var(--vermilion); color: var(--vermilion); font-family: var(--font-body); font-size: 11px; cursor: pointer; transition: all 0.2s; }
+.quick-cancel-btn:hover { background: var(--vermilion); color: #fff; }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>

frontend/src/views/mobile/VisitForm.vue

@@ -30,6 +30,7 @@ const form = ref({
   customer_demand: '',
   companions: [] as string[],
   photos: [] as string[],
+  manager_id: (auth.isDirector || auth.isLeader) ? '' : (auth.userId || ''),
 })
 
 const timeRangeValue = ref<any>(null)
@@ -41,6 +42,8 @@ const previewDialogVisible = ref(false)
 const previewImageUrl = ref('')
 const uploading = ref(false)
 const customerSearch = ref('')
+const isCompanionRecord = ref(false)
+const companionOf = ref('')
 
 onMounted(async () => {
   await loadCustomers()
@@ -52,10 +55,13 @@ onMounted(async () => {
     try {
       const res = await visitsApi.get(route.params.id as string)
       const v = res.data
-      // 确保当前客户在 select 选项列表中，避免显示 UUID
+      // 确保当前客户/客户经理在 select 选项列表中，避免显示 UUID
       if (v.customer_id && v.customer_name && !customers.value.find(c => c.id === v.customer_id)) {
         customers.value.unshift({ id: v.customer_id, name: v.customer_name })
       }
+      if (v.manager_id && v.manager_name && !managers.value.find((m: any) => m.id === v.manager_id)) {
+        managers.value.unshift({ id: v.manager_id, name: v.manager_name })
+      }
       form.value = {
         customer_id: v.customer_id,
         visit_date: v.visit_date,
@@ -67,6 +73,7 @@ onMounted(async () => {
         customer_demand: v.customer_demand || '',
         companions: (v.companions || []).map(String),
         photos: v.photos || [],
+        manager_id: v.manager_id || auth.userId || '',
       }
       uploadedPhotos.value = v.photos || []
       // Parse time range back into picker
@@ -74,6 +81,16 @@ onMounted(async () => {
         const parts = v.time_range.split('-')
         timeRangeValue.value = [parts[0], parts[1]]
       }
+      // Check if this is a companion record
+      if (v.visit_group_id) {
+        isCompanionRecord.value = true
+        // The companions field on a companion record contains the primary creator
+        const creatorId = (v.companions || [])[0]
+        if (creatorId) {
+          const creator = managers.value.find((m: any) => m.id === String(creatorId))
+          companionOf.value = creator?.name || ''
+        }
+      }
       for (const key of (v.photos || [])) {
         try {
           const urlRes = await uploadApi.getDownloadUrl(key)
@@ -115,6 +132,17 @@ async function handleQuickCreate() {
   }
 }
 
+async function onCustomerChange(customerId: string) {
+  if (!customerId) return
+  try {
+    const res = await api.get(`/customers/${customerId}/overdue-plans`)
+    if (res.data?.plan?.plan_content) {
+      form.value.communication_content = res.data.plan.plan_content
+      form.value.customer_demand = ''
+    }
+  } catch (_) {}
+}
+
 async function handlePhotoUpload(event: Event) {
   const target = event.target as HTMLInputElement
   if (!target.files?.length) return
@@ -128,8 +156,7 @@ async function handlePhotoUpload(event: Event) {
     try {
       // Compress before upload to reduce storage & transfer
       const compressed = await compressImage(file, { maxPixels: 1920, quality: 0.8 })
-      const res = await uploadApi.getPresignedUrl(compressed.name, compressed.type || 'image/jpeg')
-      await uploadApi.uploadFile(res.data.upload_url, compressed)
+      const res = await uploadApi.uploadImage(compressed)
       uploadedPhotos.value.push(res.data.object_key)
       form.value.photos = [...uploadedPhotos.value]
     } catch (e: any) {
@@ -221,10 +248,20 @@ async function handleDelete() {
       <div class="form-rule"></div>
     </header>
 
+    <!-- Companion record notification -->
+    <div v-if="isCompanionRecord" class="companion-notice">
+      <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" style="flex-shrink:0;color:var(--gold)">
+        <circle cx="12" cy="12" r="10"></circle>
+        <line x1="12" y1="16" x2="12" y2="12"></line>
+        <line x1="12" y1="8" x2="12.01" y2="8"></line>
+      </svg>
+      <span>此记录为协同 <strong>{{ companionOf }}</strong> 拜访的副本。你可以补充或修改内容，不会影响主记录。</span>
+    </div>
+
     <el-form label-position="top" class="editorial-form">
       <el-form-item>
         <template #label>
-          <span class="form-label">客户单位</span>
+          <span class="form-label">客户单位 <span class="required-star">*</span></span>
         </template>
         <el-select
           v-model="form.customer_id"
@@ -233,25 +270,36 @@ async function handleDelete() {
           :remote-method="handleCustomerSearch"
           placeholder="搜索/选择客户"
           style="width:100%"
+          @change="onCustomerChange"
         >
           <el-option v-for="c in customers" :key="c.id" :label="c.name" :value="c.id" />
+          <template #empty>
+            <div v-if="customerSearch" class="select-empty-create">
+              <p style="color:var(--warm-gray);font-size:13px;margin:0 0 8px">未找到「{{ customerSearch }}」</p>
+              <button type="button" class="quick-create-btn" @click.stop="handleQuickCreate">
+                <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
+                  <line x1="12" y1="5" x2="12" y2="19"></line>
+                  <line x1="5" y1="12" x2="19" y2="12"></line>
+                </svg>
+                新建客户「{{ customerSearch }}」
+              </button>
+            </div>
+          </template>
+        </el-select>
+      </el-form-item>
+
+      <el-form-item v-if="auth.isDirector || auth.isLeader">
+        <template #label><span class="form-label">客户经理</span></template>
+        <el-select v-model="form.manager_id" filterable placeholder="选择客户经理" style="width:100%">
+          <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
         </el-select>
-        <div v-if="customerSearch && !customers.some(c => c.name === customerSearch)" style="margin-top:8px">
-          <button type="button" class="quick-create-btn" @click="handleQuickCreate">
-            <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round">
-              <line x1="12" y1="5" x2="12" y2="19"></line>
-              <line x1="5" y1="12" x2="19" y2="12"></line>
-            </svg>
-            新建客户「{{ customerSearch }}」
-          </button>
-        </div>
       </el-form-item>
 
       <el-form-item>
         <template #label>
           <span class="form-label">拜访日期</span>
         </template>
-        <el-date-picker v-model="form.visit_date" type="date" style="width:100%" />
+        <el-date-picker v-model="form.visit_date" type="date" value-format="YYYY-MM-DD" style="width:100%" />
       </el-form-item>
 
       <el-form-item>
@@ -289,7 +337,7 @@ async function handleDelete() {
 
       <el-form-item>
         <template #label>
-          <span class="form-label">相关人员 <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">同访人周报中也会显示此记录</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" />
@@ -494,6 +542,7 @@ async function handleDelete() {
   color: var(--vermilion);
   background: rgba(184,71,46,0.03);
 }
+.select-empty-create { padding: 8px 12px; text-align: center; }
 
 /* ═══ Photo Area ═══ */
 .photo-area {
@@ -646,4 +695,17 @@ async function handleDelete() {
 .method--电话.method-chip--active { background: #5B7FA5; border-color: #5B7FA5; color: #fff; }
 .method--微信.method-chip--active { background: #22c55e; border-color: #22c55e; color: #fff; }
 .method--出差.method-chip--active { background: #C4934A; border-color: #C4934A; color: #fff; }
+.required-star { color: var(--vermilion); font-weight: 700; }
+
+/* ═══ Companion Notice ═══ */
+.companion-notice {
+  display: flex; align-items: flex-start; gap: 10px;
+  padding: 14px 16px; margin-bottom: 20px;
+  background: rgba(196,147,74,0.06);
+  border-left: 3px solid var(--gold);
+  font-family: var(--font-body);
+  font-size: 13px; color: var(--ink);
+  line-height: 1.6; letter-spacing: 0.03em;
+}
+.companion-notice strong { color: var(--gold-dark); }
 </style>

frontend/src/views/mobile/VisitsList.vue

@@ -0,0 +1,96 @@
+<script setup lang="ts">
+import { ref, onMounted } from 'vue'
+import { useRouter } from 'vue-router'
+import api from '@/api/index'
+
+const router = useRouter()
+const loading = ref(false)
+const searchText = ref('')
+const page = ref(1)
+const pageSize = ref(25)
+const total = ref(0)
+const items = ref<any[]>([])
+
+onMounted(loadItems)
+
+async function loadItems() {
+  loading.value = true
+  try {
+    const params: any = { page: page.value, page_size: pageSize.value }
+    if (searchText.value) params.search = searchText.value
+    const res = await api.get('/visits/', { params })
+    const raw = Array.isArray(res.data) ? res.data : (res.data.items || [])
+    items.value = raw; total.value = res.data.total || raw.length
+  } catch (_) {}
+  finally { loading.value = false }
+}
+
+function onSearch() { page.value = 1; loadItems() }
+
+
+const methodColors: Record<string, string> = { '上门': '#4A6741', '电话': '#5B7FA5', '微信': '#22c55e', '出差': '#C4934A' }
+</script>
+
+<template>
+  <div class="list-page">
+    <header class="form-editorial-header">
+      <button type="button" class="form-back-btn" @click="router.back()">
+        <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><line x1="19" y1="12" x2="5" y2="12"></line><polyline points="12 19 5 12 12 5"></polyline></svg>
+      </button>
+      <div class="form-title-group"><h2 class="form-title">历史拜访</h2><span class="form-subtitle">VISIT HISTORY</span></div>
+      <div class="form-rule"></div>
+    </header>
+
+    <div style="margin-bottom:12px;display:flex;gap:8px">
+      <el-input v-model="searchText" placeholder="搜索..." clearable @keyup.enter="onSearch" @clear="onSearch" />
+      <el-button @click="onSearch">搜索</el-button>
+    </div>
+
+    <div v-loading="loading" class="cards">
+      <div v-if="items.length === 0 && !loading" class="empty-state"><div class="empty-glyph">—</div><p class="empty-text">暂无拜访记录</p></div>
+      <article v-for="item in items" :key="item.id" class="card" @click="router.push(`/m/visit/${item.id}/edit`)">
+        <div class="card-accent" :style="{ background: methodColors[item.visit_method] || '#7B7568' }"></div>
+        <div class="card-body">
+          <div class="card-header">
+            <span class="card-method" :style="{ color: methodColors[item.visit_method] || '#7B7568' }">{{ item.visit_method }}</span>
+            <span class="card-date">{{ item.visit_date }}</span>
+          </div>
+          <div class="card-content">{{ item.communication_content || '暂无沟通内容' }}</div>
+          <div class="card-footer">
+            <span class="card-customer">{{ item.customer_name }}</span>
+          </div>
+        </div>
+      </article>
+        <div v-if="total > pageSize" style="display:flex;justify-content:center;margin-top:14px">
+      <el-pagination v-model:current-page="page" :page-size="pageSize" :total="total" layout="prev, pager, next" small @current-change="loadItems" />
+    </div>
+</div>
+  </div>
+</template>
+
+<style scoped>
+.list-page { max-width: 100%; padding-bottom: 20px; }
+.form-editorial-header { display: flex; align-items: flex-start; gap: 14px; margin-bottom: 20px; flex-wrap: wrap; }
+.form-back-btn { background: var(--surface); border: 1px solid var(--warm-border); padding: 8px 10px; cursor: pointer; color: var(--warm-gray); display: flex; align-items: center; transition: all var(--transition); flex-shrink: 0; margin-top: 2px; }
+.form-back-btn:hover { color: var(--ink); border-color: var(--ink); }
+.form-title-group { display: flex; flex-direction: column; gap: 0; flex: 1; }
+.form-title { margin: 0; font-family: var(--font-heading); font-size: 24px; font-weight: 400; color: var(--ink); letter-spacing: 0.06em; line-height: 1.3; }
+.form-subtitle { font-family: var(--font-mono); font-size: 9px; color: var(--gold); letter-spacing: 0.2em; }
+.form-rule { width: 100%; height: 2px; background: var(--warm-border); margin-top: 6px; position: relative; }
+.form-rule::after { content: ''; position: absolute; left: 0; top: 0; width: 32px; height: 2px; background: var(--gold); }
+.cards { display: flex; flex-direction: column; gap: 10px; }
+.card { background: var(--surface); border: 1px solid var(--warm-border); display: flex; cursor: pointer; transition: transform 0.2s, box-shadow 0.2s; }
+.card:active { transform: scale(0.99); }
+.card:hover { box-shadow: 0 4px 12px rgba(28,55,56,0.06); }
+.card-accent { width: 4px; flex-shrink: 0; }
+.card-body { flex: 1; padding: 14px 16px; min-width: 0; }
+.card-header { display: flex; align-items: center; justify-content: space-between; margin-bottom: 8px; }
+.card-method { font-family: var(--font-heading); font-size: 13px; }
+.card-date { font-family: var(--font-mono); font-size: 12px; color: var(--warm-gray); }
+.card-content { font-family: var(--font-body); font-size: 14px; color: var(--ink); margin-bottom: 6px; line-height: 1.5; }
+.card-footer { display: flex; align-items: center; justify-content: space-between; }
+.card-customer { font-size: 12px; color: var(--warm-gray); }
+.empty-state { text-align: center; padding: 48px 0; }
+.empty-glyph { font-family: var(--font-heading); font-size: 40px; color: var(--gold); opacity: 0.4; margin-bottom: 8px; }
+.empty-text { font-family: var(--font-body); font-size: 15px; color: var(--warm-gray); margin: 0; }
+</style>