v0.2.0: CRM/ERP 系统升级 - 清理 .gitignore 并移除误提交的 venv/env/db 文件

- 更新 .gitignore：全面覆盖环境变量、数据库、日志、缓存、上传文件
- 移除误跟踪的 server/venv/、crm_data.db、.env 文件
- 新增 server/.env.example 模板
- 新增合同管理、利润核算、AI教练等功能模块
- 新增 Playwright e2e 测试套件
- 前后端多项功能升级和 bug 修复

frontend/.env.development

@@ -1,3 +0,0 @@
-# 开发环境 API 基础路径
-# Vite 开发服务器通过 proxy 转发 /api → http://127.0.0.1:8000
-VITE_API_BASE_URL=

frontend/.env.production

@@ -1,3 +0,0 @@
-# 生产环境 API 基础路径
-# Nginx 统一代理，前端和后端同域，无需跨域
-VITE_API_BASE_URL=

frontend/e2e/auth-guard.spec.ts

@@ -0,0 +1,51 @@
+/**
+ * 前端路由守卫与权限 E2E 测试
+ * 覆盖: 未登录重定向 / 已登录访问 /login / Token 失效后跳转
+ */
+import { test, expect } from '@playwright/test';
+
+// 不使用全局 auth
+test.use({ storageState: { cookies: [], origins: [] } });
+
+test.describe('路由守卫', () => {
+  test('未登录访问受保护页面被重定向到登录页', async ({ page }) => {
+    await page.goto('/customers');
+    await page.waitForURL(/\/login/);
+    await expect(page.locator('.login-title')).toBeVisible();
+  });
+
+  test('未登录访问订单页被重定向', async ({ page }) => {
+    await page.goto('/orders');
+    await page.waitForURL(/\/login/);
+  });
+
+  test('未登录访问设置页被重定向', async ({ page }) => {
+    await page.goto('/settings');
+    await page.waitForURL(/\/login/);
+  });
+
+  test('登录页直接可访问', async ({ page }) => {
+    await page.goto('/login');
+    // 不会重定向，直接显示登录页
+    await expect(page.locator('.login-title')).toContainText('CRM');
+  });
+});
+
+test.describe('Token 销毁后行为', () => {
+  test('清除 Token 后访问受保护页面被重定向', async ({ page }) => {
+    // 先登录
+    await page.goto('/login');
+    await page.getByPlaceholder('用户名').fill('admin');
+    await page.getByPlaceholder('密码').fill('123456');
+    await page.getByRole('button', { name: '登 录' }).click();
+    await page.waitForURL('/', { timeout: 10000 });
+
+    // 清除 localStorage（模拟 Token 销毁）
+    await page.evaluate(() => localStorage.clear());
+
+    // 访问受保护页面
+    await page.goto('/customers');
+    // 应被重定向到登录页
+    await page.waitForURL(/\/login/, { timeout: 5000 });
+  });
+});

frontend/e2e/auth.setup.ts

@@ -0,0 +1,27 @@
+/**
+ * 全局认证 Setup
+ * 通过 UI 登录后持久化 storageState，后续所有测试复用登录态
+ */
+import { test as setup, expect } from '@playwright/test';
+
+const authFile = 'e2e/.auth/user.json';
+
+setup('authenticate', async ({ page }) => {
+  // 1. 访问登录页
+  await page.goto('/login');
+  await expect(page.locator('.login-title')).toContainText('天津硕博霖 CRM 系统');
+
+  // 2. 填写表单
+  await page.getByPlaceholder('用户名').fill('admin');
+  await page.getByPlaceholder('密码').fill('123456');
+
+  // 3. 点击登录
+  await page.getByRole('button', { name: '登 录' }).click();
+
+  // 4. 等待跳转到首页 (工作台)
+  await page.waitForURL('/', { timeout: 10000 });
+  await expect(page.locator('.el-menu--vertical').first()).toBeVisible({ timeout: 5000 });
+
+  // 5. 持久化认证状态 (localStorage token + cookies)
+  await page.context().storageState({ path: authFile });
+});

frontend/e2e/business-flow.spec.ts

@@ -0,0 +1,37 @@
+/**
+ * 业务闭环 E2E 测试 (v4)
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe.serial('业务闭环: 客户 → 订单 → 发货', () => {
+  test('Step 1: 新增客户', async ({ page }) => {
+    await page.goto('/customers');
+    await page.waitForLoadState('networkidle');
+
+    await page.getByRole('button', { name: '新增客户' }).click();
+    await expect(page.locator('.el-dialog')).toBeVisible({ timeout: 3000 });
+
+    await page.getByPlaceholder('请输入客户公司名称').fill(`闭环_${Date.now()}`);
+    await page.getByPlaceholder('联系人姓名').fill('测试联系人');
+    await page.getByPlaceholder('所属行业').fill('测试行业');
+
+    await page.locator('.el-dialog__footer').getByRole('button', { name: /确|保存|提交/ }).click();
+    await expect(page.locator('.el-message--success')).toBeVisible({ timeout: 5000 });
+  });
+
+  test('Step 2: 创建订单', async ({ page }) => {
+    await page.goto('/orders');
+    await page.waitForLoadState('networkidle');
+
+    await page.getByRole('button', { name: '新建订单' }).click();
+    // el-drawer 打开
+    await expect(page.getByLabel('新建订单')).toBeVisible({ timeout: 5000 });
+    await expect(page.getByText('订单明细')).toBeVisible({ timeout: 3000 });
+  });
+
+  test('Step 3: 验证订单列表', async ({ page }) => {
+    await page.goto('/orders');
+    await page.waitForLoadState('networkidle');
+    await expect(page.locator('.el-table').first()).toBeVisible({ timeout: 5000 });
+  });
+});

frontend/e2e/contracts.spec.ts

@@ -0,0 +1,35 @@
+/**
+ * 合同管理 E2E 测试 (修正版)
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('合同管理', () => {
+  test.beforeEach(async ({ page }) => {
+    await page.goto('/contracts');
+    await page.waitForLoadState('networkidle');
+  });
+
+  test('合同列表正确加载', async ({ page }) => {
+    await expect(page.locator('.el-table').first()).toBeVisible({ timeout: 5000 });
+    // 用表头列来验证
+    await expect(page.getByRole('columnheader', { name: '合同编号' })).toBeVisible();
+  });
+
+  test('新增合同弹窗可打开', async ({ page }) => {
+    const addBtn = page.getByRole('button', { name: /新增|新建|创建/ });
+    if (await addBtn.isVisible()) {
+      await addBtn.click();
+      await page.waitForTimeout(1000);
+      // 可能是 dialog 或全屏
+      await expect(page.getByLabel('新增合同').first()).toBeVisible({ timeout: 5000 });
+    }
+  });
+
+  test('合同详情页导航', async ({ page }) => {
+    const viewBtn = page.locator('.el-table').getByRole('button', { name: /详情|查看/ }).first();
+    if (await viewBtn.isVisible({ timeout: 3000 })) {
+      await viewBtn.click();
+      await page.waitForURL(/contracts\/detail/, { timeout: 5000 });
+    }
+  });
+});

frontend/e2e/customers.spec.ts

@@ -0,0 +1,74 @@
+/**
+ * 客户管理 E2E 测试 (修正版)
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('客户管理', () => {
+  test.beforeEach(async ({ page }) => {
+    await page.goto('/customers');
+    await page.waitForLoadState('networkidle');
+  });
+
+  test('客户列表正确加载', async ({ page }) => {
+    await expect(page.locator('.el-table').first()).toBeVisible({ timeout: 5000 });
+    await expect(page.getByRole('button', { name: '新增客户' })).toBeVisible();
+  });
+
+  test('新增客户完整流程', async ({ page }) => {
+    await page.getByRole('button', { name: '新增客户' }).click();
+    await expect(page.locator('.el-dialog')).toBeVisible({ timeout: 3000 });
+
+    const timestamp = Date.now();
+    await page.getByPlaceholder('请输入客户公司名称').fill(`E2E测试客户_${timestamp}`);
+    await page.getByPlaceholder('所属行业').fill('自动化测试');
+    await page.getByPlaceholder('联系人姓名').fill('张测试');
+
+    // 选择客户级别
+    await page.locator('.el-dialog .el-select').first().click();
+    await page.waitForTimeout(500);
+    // 选项: A级重点 / B级普通 / C级长尾
+    await page.getByRole('option').first().click();
+
+    // 提交
+    await page.locator('.el-dialog__footer').getByRole('button', { name: /确|保存|提交/ }).click();
+    await expect(page.locator('.el-dialog')).not.toBeVisible({ timeout: 5000 });
+  });
+
+  test('关键词搜索客户', async ({ page }) => {
+    const searchInput = page.getByPlaceholder(/搜索|客户名称|关键词/);
+    if (await searchInput.isVisible()) {
+      await searchInput.fill('中石化');
+      await page.getByRole('button', { name: '搜索' }).click();
+      await page.waitForTimeout(1000);
+      await expect(page.locator('.el-table').first()).toBeVisible();
+    }
+  });
+
+  test('查看客户档案详情', async ({ page }) => {
+    const viewBtn = page.locator('.el-table').getByRole('button', { name: '查看档案' }).first();
+    if (await viewBtn.isVisible({ timeout: 3000 })) {
+      await viewBtn.click();
+      await page.waitForURL(/customers\/detail/);
+    }
+  });
+
+  test('编辑客户信息', async ({ page }) => {
+    const editBtn = page.locator('.el-table').getByRole('button', { name: '编辑' }).first();
+    if (await editBtn.isVisible({ timeout: 3000 })) {
+      await editBtn.click();
+      await expect(page.locator('.el-dialog')).toBeVisible({ timeout: 3000 });
+    }
+  });
+
+  test('分页翻页', async ({ page }) => {
+    const pagination = page.locator('.el-pagination');
+    if (await pagination.isVisible()) {
+      const nextBtn = pagination.locator('.btn-next');
+      if (await nextBtn.isEnabled()) {
+        await nextBtn.click();
+        await page.waitForTimeout(1000);
+        await expect(page.locator('.el-table').first()).toBeVisible();
+      }
+    }
+  });
+});

frontend/e2e/dashboard.spec.ts

@@ -0,0 +1,38 @@
+/**
+ * 工作台 Dashboard 测试
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('工作台', () => {
+  test('统计卡片正确显示', async ({ page }) => {
+    await page.goto('/');
+    await page.waitForLoadState('networkidle');
+
+    // 实际卡片标题
+    await expect(page.getByText('本月新增订单')).toBeVisible({ timeout: 5000 });
+    await expect(page.getByText('待出库发货')).toBeVisible();
+    await expect(page.getByText('库存预警 SKU')).toBeVisible();
+    await expect(page.getByText('本月预计营收')).toBeVisible();
+  });
+
+  test('侧边栏菜单可点击导航', async ({ page }) => {
+    await page.goto('/');
+    await page.waitForLoadState('networkidle');
+
+    // 菜单在子菜单组中，需先展开 "业务线"
+    await page.getByText('业务线').click();
+    await page.waitForTimeout(500);
+    await page.getByRole('menuitem', { name: '客户管理' }).click();
+    await page.waitForURL('/customers');
+    await expect(page).toHaveURL('/customers');
+  });
+
+  test('快捷操作按钮可见', async ({ page }) => {
+    await page.goto('/');
+    await page.waitForLoadState('networkidle');
+
+    await expect(page.getByRole('button', { name: '新建订单' })).toBeVisible();
+    await expect(page.getByRole('button', { name: '安排发货' })).toBeVisible();
+    await expect(page.getByRole('button', { name: '库存入库' })).toBeVisible();
+  });
+});

frontend/e2e/finance.spec.ts

@@ -0,0 +1,36 @@
+/**
+ * 财务模块 E2E 测试 (修正版)
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('报销大盘', () => {
+  test('报销大盘页面加载', async ({ page }) => {
+    await page.goto('/finance');
+    await page.waitForLoadState('networkidle');
+    await expect(page.locator('body')).toContainText(/票据|发票|报销|费用/, { timeout: 5000 });
+  });
+
+  test('票据相关内容可见', async ({ page }) => {
+    await page.goto('/finance');
+    await page.waitForLoadState('networkidle');
+    // 只要页面有相关内容加载
+    await expect(page.locator('body')).toContainText(/报销|票据|费用|支出/, { timeout: 5000 });
+  });
+});
+
+test.describe('销项发票', () => {
+  test('销项发票页面加载', async ({ page }) => {
+    await page.goto('/finance/sales-invoices');
+    await page.waitForLoadState('networkidle');
+    await expect(page.locator('body')).toContainText(/销项发票|发票/, { timeout: 5000 });
+  });
+
+  test('销项发票列表', async ({ page }) => {
+    await page.goto('/finance/sales-invoices');
+    await page.waitForLoadState('networkidle');
+    const table = page.locator('.el-table').first();
+    if (await table.isVisible({ timeout: 5000 })) {
+      await expect(table).toBeVisible();
+    }
+  });
+});

frontend/e2e/login.spec.ts

@@ -0,0 +1,68 @@
+/**
+ * 登录页面测试
+ * 覆盖: 页面渲染 / 正确登录 / 错误密码 / 空字段校验 / 跳转
+ */
+import { test, expect } from '@playwright/test';
+
+// 登录测试不使用全局 auth，独立登录
+test.use({ storageState: { cookies: [], origins: [] } });
+
+test.describe('登录页面', () => {
+  test.beforeEach(async ({ page }) => {
+    await page.goto('/login');
+  });
+
+  test('页面正确渲染', async ({ page }) => {
+    // 标题
+    await expect(page.locator('.login-title')).toContainText('天津硕博霖 CRM 系统');
+    await expect(page.locator('.login-subtitle')).toContainText('v2.0');
+
+    // 表单元素
+    await expect(page.getByPlaceholder('用户名')).toBeVisible();
+    await expect(page.getByPlaceholder('密码')).toBeVisible();
+    await expect(page.getByRole('button', { name: '登 录' })).toBeVisible();
+  });
+
+  test('正确账密登录后跳转工作台', async ({ page }) => {
+    await page.getByPlaceholder('用户名').fill('admin');
+    await page.getByPlaceholder('密码').fill('123456');
+    await page.getByRole('button', { name: '登 录' }).click();
+
+    // 等待跳转到首页
+    await page.waitForURL('/', { timeout: 10000 });
+    // 侧边栏菜单应出现
+    await expect(page.locator('.el-menu--vertical').first()).toBeVisible({ timeout: 5000 });
+  });
+
+  test('错误密码弹出错误提示', async ({ page }) => {
+    await page.getByPlaceholder('用户名').fill('admin');
+    await page.getByPlaceholder('密码').fill('wrong123');
+    await page.getByRole('button', { name: '登 录' }).click();
+
+    // Element Plus 的 ElMessage 错误提示
+    await expect(page.locator('.el-message--error')).toBeVisible({ timeout: 5000 });
+  });
+
+  test('空字段显示校验提示', async ({ page }) => {
+    // 直接点登录
+    await page.getByRole('button', { name: '登 录' }).click();
+
+    // el-form 校验提示
+    await expect(page.locator('.el-form-item__error')).toHaveCount(2);
+    await expect(page.locator('.el-form-item__error').first()).toContainText('请输入用户名');
+  });
+
+  test('密码少于6位提示校验', async ({ page }) => {
+    await page.getByPlaceholder('用户名').fill('admin');
+    await page.getByPlaceholder('密码').fill('123');
+    await page.getByRole('button', { name: '登 录' }).click();
+
+    await expect(page.locator('.el-form-item__error')).toContainText('密码至少 6 位');
+  });
+
+  test('未登录访问首页被重定向到登录页', async ({ page }) => {
+    await page.goto('/');
+    await page.waitForURL(/\/login/);
+    await expect(page.locator('.login-title')).toBeVisible();
+  });
+});

frontend/e2e/misc-pages.spec.ts

@@ -0,0 +1,46 @@
+/**
+ * 发货、利润、日志、复盘页面 (修正版)
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('发货记录', () => {
+  test('发货页面加载', async ({ page }) => {
+    await page.goto('/shipping');
+    await page.waitForLoadState('networkidle');
+    // 验证页面加载了发货相关内容
+    await expect(page.locator('body')).toContainText(/发货|物流|订单/, { timeout: 5000 });
+  });
+});
+
+test.describe('利润核算', () => {
+  test('利润核算页面加载', async ({ page }) => {
+    await page.goto('/profit');
+    await page.waitForLoadState('networkidle');
+    await expect(page.locator('body')).toContainText(/利润|核算|成本/, { timeout: 5000 });
+  });
+});
+
+test.describe('销售日志', () => {
+  test('销售日志列表加载', async ({ page }) => {
+    await page.goto('/logs');
+    await page.waitForLoadState('networkidle');
+    await expect(page.locator('body')).toContainText(/销售日志|日志/, { timeout: 5000 });
+  });
+
+  test('新增日志入口', async ({ page }) => {
+    await page.goto('/logs');
+    await page.waitForLoadState('networkidle');
+    const addBtn = page.getByRole('button', { name: /新增|新建|撰写|写/ });
+    if (await addBtn.isVisible({ timeout: 3000 })) {
+      await expect(addBtn).toBeVisible();
+    }
+  });
+});
+
+test.describe('AI 智能复盘', () => {
+  test('复盘页面加载', async ({ page }) => {
+    await page.goto('/reports');
+    await page.waitForLoadState('networkidle');
+    await expect(page.locator('body')).toContainText(/复盘|报告|AI/, { timeout: 5000 });
+  });
+});

frontend/e2e/orders.spec.ts

@@ -0,0 +1,56 @@
+/**
+ * 订单管理 E2E 测试 (v4 - 基于源码修正)
+ * 新建订单是 el-drawer size=85%
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('订单管理', () => {
+  test.beforeEach(async ({ page }) => {
+    await page.goto('/orders');
+    await page.waitForLoadState('networkidle');
+  });
+
+  test('订单列表正确加载', async ({ page }) => {
+    await expect(page.locator('.el-table').first()).toBeVisible({ timeout: 5000 });
+    await expect(page.getByRole('button', { name: '新建订单' })).toBeVisible();
+  });
+
+  test('打开新建订单抽屉', async ({ page }) => {
+    await page.getByRole('button', { name: '新建订单' }).click();
+    // el-drawer 打开
+    await expect(page.getByLabel('新建订单')).toBeVisible({ timeout: 5000 });
+    // 验证关键元素
+    await expect(page.getByText('订单明细')).toBeVisible();
+  });
+
+  test('新建订单页面元素验证', async ({ page }) => {
+    await page.getByRole('button', { name: '新建订单' }).click();
+    await expect(page.getByLabel('新建订单')).toBeVisible({ timeout: 5000 });
+
+    await expect(page.getByRole('button', { name: /确认开单/ })).toBeVisible();
+    await expect(page.getByRole('button', { name: '取消' })).toBeVisible();
+    await expect(page.getByText('添加产品行')).toBeVisible();
+  });
+
+  test('筛选订单', async ({ page }) => {
+    await page.getByRole('button', { name: '检索' }).click();
+    await page.waitForTimeout(1000);
+    await expect(page.locator('.el-table').first()).toBeVisible();
+  });
+
+  test('查看订单详情', async ({ page }) => {
+    const detailBtn = page.locator('.el-table').getByRole('button', { name: '详情' }).first();
+    if (await detailBtn.isVisible({ timeout: 3000 })) {
+      await detailBtn.click();
+      // 详情也是 el-drawer
+      await expect(page.getByLabel('订单全景详情')).toBeVisible({ timeout: 5000 });
+    }
+  });
+
+  test('发货操作入口', async ({ page }) => {
+    const shipBtn = page.locator('.el-table').getByRole('button', { name: '发货' }).first();
+    if (await shipBtn.isVisible({ timeout: 3000 }) && await shipBtn.isEnabled()) {
+      await expect(shipBtn).toBeVisible();
+    }
+  });
+});

frontend/e2e/products.spec.ts

@@ -0,0 +1,51 @@
+/**
+ * 产品与库存 E2E 测试
+ * 覆盖: 分类树 / SKU 列表 / 新增 SKU / 库存入库 / 流水查看
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('产品与库存', () => {
+  test.beforeEach(async ({ page }) => {
+    await page.goto('/products');
+    await page.waitForLoadState('networkidle');
+  });
+
+  test('页面正确加载', async ({ page }) => {
+    // 表格和操作按钮可见
+    await expect(page.locator('.el-table')).toBeVisible({ timeout: 5000 });
+  });
+
+  test('分类树可见', async ({ page }) => {
+    // 左侧分类树
+    const tree = page.locator('.el-tree');
+    if (await tree.isVisible({ timeout: 3000 })) {
+      await expect(tree).toBeVisible();
+    }
+  });
+
+  test('新增 SKU 弹窗', async ({ page }) => {
+    const addBtn = page.getByRole('button', { name: /新增|新建.*SKU|新建产品/ });
+    if (await addBtn.isVisible()) {
+      await addBtn.click();
+      await expect(page.locator('.el-dialog')).toBeVisible({ timeout: 3000 });
+    }
+  });
+
+  test('SKU 搜索', async ({ page }) => {
+    const searchInput = page.getByPlaceholder(/搜索|产品|SKU|关键词/);
+    if (await searchInput.isVisible()) {
+      await searchInput.fill('壳牌');
+      await page.waitForTimeout(1000);
+      // 表格应刷新
+      await expect(page.locator('.el-table')).toBeVisible();
+    }
+  });
+
+  test('库存操作入口', async ({ page }) => {
+    // 表格中应有库存/入库相关按钮
+    const inventoryBtn = page.locator('.el-table').getByRole('button', { name: /入库|库存|编辑/ }).first();
+    if (await inventoryBtn.isVisible({ timeout: 3000 })) {
+      await expect(inventoryBtn).toBeVisible();
+    }
+  });
+});

frontend/e2e/settings.spec.ts

@@ -0,0 +1,50 @@
+/**
+ * 系统设置 E2E 测试 (根据真实截图修正)
+ * 三个 Tab:
+ *   - 部门与员工管理
+ *   - 角色与权限控制 (RBAC)
+ *   - 企业账号配置
+ */
+import { test, expect } from '@playwright/test';
+
+test.describe('系统设置', () => {
+  test.beforeEach(async ({ page }) => {
+    await page.goto('/settings');
+    await page.waitForLoadState('networkidle');
+  });
+
+  test('设置页面正确加载', async ({ page }) => {
+    // 三个 Tab 标题
+    await expect(page.getByText('部门与员工管理')).toBeVisible({ timeout: 5000 });
+    await expect(page.getByText('角色与权限控制')).toBeVisible();
+    await expect(page.getByText('企业账号配置')).toBeVisible();
+  });
+
+  test('部门与员工管理 tab 内容', async ({ page }) => {
+    const deptTab = page.getByText('部门与员工管理').first();
+    await deptTab.click();
+    await page.waitForTimeout(1000);
+    // 应显示部门树或员工列表
+    await expect(page.locator('body')).toContainText(/部门|员工/, { timeout: 3000 });
+  });
+
+  test('角色与权限控制 tab', async ({ page }) => {
+    await page.getByText('角色与权限控制').first().click();
+    await page.waitForTimeout(1500);
+    // 左侧应有角色列表区域
+    await expect(page.getByText('平台运营角色')).toBeVisible({ timeout: 5000 });
+    await expect(page.getByText('新增角色')).toBeVisible();
+  });
+
+  test('新增角色按钮', async ({ page }) => {
+    await page.getByText('角色与权限控制').first().click();
+    await page.waitForTimeout(1000);
+    await expect(page.getByText('新增角色')).toBeVisible({ timeout: 3000 });
+  });
+
+  test('企业账号配置 tab', async ({ page }) => {
+    await page.getByText('企业账号配置').first().click();
+    await page.waitForTimeout(1000);
+    await expect(page.locator('body')).toContainText(/企业|账号/, { timeout: 3000 });
+  });
+});

frontend/package.json

@@ -1,27 +1,32 @@
-{
-  "name": "shbl-crm-frontend",
-  "version": "2.0.0",
-  "private": true,
-  "type": "module",
-  "scripts": {
-    "dev": "vite",
-    "build": "vue-tsc -b && vite build",
-    "preview": "vite preview",
-    "lint": "eslint . --ext .vue,.js,.jsx,.ts,.tsx"
-  },
-  "dependencies": {
-    "vue": "^3.5.0",
-    "vue-router": "^4.4.0",
-    "pinia": "^2.2.0",
-    "axios": "^1.7.0",
-    "element-plus": "^2.9.0",
-    "@element-plus/icons-vue": "^2.3.0",
-    "pinia-plugin-persistedstate": "^3.2.1"
-  },
-  "devDependencies": {
-    "@vitejs/plugin-vue": "^5.2.0",
-    "typescript": "~5.7.0",
-    "vite": "^6.0.0",
-    "vue-tsc": "^2.2.0"
-  }
+{
+  "name": "shbl-crm-frontend",
+  "version": "2.0.0",
+  "private": true,
+  "type": "module",
+  "scripts": {
+    "dev": "vite",
+    "build": "vue-tsc -b && vite build",
+    "preview": "vite preview",
+    "lint": "eslint . --ext .vue,.js,.jsx,.ts,.tsx",
+    "test:e2e": "playwright test",
+    "test:e2e:headed": "playwright test --headed",
+    "test:e2e:ui": "playwright test --ui",
+    "test:e2e:debug": "playwright test --debug"
+  },
+  "dependencies": {
+    "vue": "^3.5.0",
+    "vue-router": "^4.4.0",
+    "pinia": "^2.2.0",
+    "axios": "^1.7.0",
+    "element-plus": "^2.9.0",
+    "@element-plus/icons-vue": "^2.3.0",
+    "pinia-plugin-persistedstate": "^3.2.1"
+  },
+  "devDependencies": {
+    "@vitejs/plugin-vue": "^5.2.0",
+    "@playwright/test": "^1.49.0",
+    "typescript": "~5.7.0",
+    "vite": "^6.0.0",
+    "vue-tsc": "^2.2.0"
+  }
 }

frontend/playwright.config.ts

@@ -0,0 +1,68 @@
+import { defineConfig, devices } from '@playwright/test';
+
+/**
+ * SHBL-ERP CRM Playwright E2E 配置
+ *
+ * 运行方式:
+ *   npx playwright test                 # 全量
+ *   npx playwright test --headed        # 有头模式
+ *   npx playwright test --ui            # UI 模式
+ *   npx playwright test tests/login.spec.ts  # 单文件
+ *
+ * 前置:
+ *   1. 确保后端 uvicorn 已启动 (http://localhost:8000)
+ *   2. 确保前端 vite dev 已启动 (http://localhost:5173)
+ *   3. 数据库已有可用的管理员账号 (admin / admin123)
+ */
+export default defineConfig({
+  testDir: './e2e',
+  fullyParallel: false,           // CRM 测试有数据依赖，串行执行
+  forbidOnly: !!process.env.CI,
+  retries: process.env.CI ? 1 : 0,
+  workers: 1,
+  reporter: [
+    ['list'],
+    ['html', { open: 'never' }],
+  ],
+
+  use: {
+    baseURL: 'http://localhost:80',
+    trace: 'on-first-retry',
+    screenshot: 'only-on-failure',
+    video: 'retain-on-failure',
+    // 中文字体 viewport
+    locale: 'zh-CN',
+    timezoneId: 'Asia/Shanghai',
+    viewport: { width: 1440, height: 900 },
+  },
+
+  projects: [
+    // ── 先执行全局登录，保存认证状态 ──
+    { name: 'setup', testMatch: /.*\.setup\.ts/ },
+
+    // ── 主测试套件 ──
+    {
+      name: 'chromium',
+      use: {
+        ...devices['Desktop Chrome'],
+        storageState: './e2e/.auth/user.json',
+      },
+      dependencies: ['setup'],
+    },
+  ],
+
+  /* 注释掉可选的自动启动 dev servers：
+  webServer: [
+    {
+      command: 'cd ../server && venv/bin/uvicorn app.main:app --host 0.0.0.0 --port 8000',
+      port: 8000,
+      reuseExistingServer: true,
+    },
+    {
+      command: 'npm run dev',
+      port: 5173,
+      reuseExistingServer: true,
+    },
+  ],
+  */
+});

frontend/src/api/request.ts

@@ -34,6 +34,9 @@ request.interceptors.request.use(
         if (userStore.token) {
             config.headers.Authorization = `Bearer ${userStore.token}`
         }
+        if (userStore.currentCompanyId) {
+            config.headers['X-Company-Id'] = userStore.currentCompanyId
+        }
         return config
     },
     (error) => {

frontend/src/components/FloatingChat.vue

@@ -1,5 +1,6 @@
 <script setup lang="ts">
-import { ref, onMounted, onUnmounted, nextTick } from 'vue'
+import { ref, computed, onMounted, onUnmounted, nextTick } from 'vue'
+import { useRoute } from 'vue-router'
 import { ChatDotRound, Select, Close } from '@element-plus/icons-vue'
 import { useUserStore } from '@/store/user'
 import { useChatStore } from '@/store/chat'
@@ -7,6 +8,20 @@ import { ElMessage } from 'element-plus'
 
 const userStore = useUserStore()
 const chatStore = useChatStore()
+const route = useRoute()
+
+// 路由感知：嗅探当前页面上下文
+const currentContext = computed(() => {
+  const path = route.path
+  const query = route.query
+  if (path.includes('/customers/detail') && query.id) {
+    return { context_type: 'customer', customer_id: query.id as string }
+  }
+  if (path.includes('/contracts/detail') && query.id) {
+    return { context_type: 'contract', contract_id: query.id as string }
+  }
+  return null
+})
 
 // 悬浮球状态
 const isChatOpen = ref(false)
@@ -119,7 +134,11 @@ const sendMessage = async () => {
         'Content-Type': 'application/json',
         'Authorization': `Bearer ${token}`
       },
-      body: JSON.stringify({ message: userMsg, conversation_id: chatStore.conversationId })
+      body: JSON.stringify({
+        message: userMsg,
+        conversation_id: chatStore.conversationId,
+        ...(currentContext.value ? { context: currentContext.value } : {}),
+      })
     })
 
     if (!response.ok) {

frontend/src/layout/index.vue

@@ -21,7 +21,10 @@ import {
   Setting,
   Fold,
   Expand,
-  ArrowDown
+  ArrowDown,
+  OfficeBuilding,
+  Stamp,
+  TrendCharts
 } from '@element-plus/icons-vue'
 import FloatingChat from '@/components/FloatingChat.vue'
 
@@ -95,6 +98,15 @@ const handleCommand = (command: string) => {
     openPwdDialog()
   }
 }
+
+/** 切换公司 */
+const handleSwitchCompany = (companyId: string) => {
+  if (companyId === userStore.currentCompanyId) return
+  userStore.switchCompany(companyId)
+  ElMessage.success(`已切换至：${userStore.currentCompanyName}`)
+  // 刷新当前路由数据
+  router.replace({ path: route.fullPath, query: { ...route.query, _t: Date.now().toString() } })
+}
 </script>
 
 <template>
@@ -133,6 +145,10 @@ const handleCommand = (command: string) => {
             <el-icon><Tickets /></el-icon>
             <template #title>订单管理</template>
           </el-menu-item>
+          <el-menu-item index="/contracts">
+            <el-icon><Stamp /></el-icon>
+            <template #title>合同管理</template>
+          </el-menu-item>
           <el-menu-item index="/shipping">
             <el-icon><Van /></el-icon>
             <template #title>发货记录</template>
@@ -157,6 +173,10 @@ const handleCommand = (command: string) => {
           </template>
           <el-menu-item index="/finance/sales-invoices">销项发票</el-menu-item>
           <el-menu-item index="/finance">报销管理</el-menu-item>
+          <el-menu-item index="/profit">
+            <el-icon><TrendCharts /></el-icon>
+            <template #title>利润核算</template>
+          </el-menu-item>
         </el-sub-menu>
 
         <el-sub-menu index="oa">
@@ -202,6 +222,34 @@ const handleCommand = (command: string) => {
           </el-breadcrumb>
         </div>
         <div class="header-right">
+          <!-- 公司视角切换 -->
+          <el-dropdown
+            v-if="userStore.companies.length > 0"
+            trigger="click"
+            @command="handleSwitchCompany"
+            style="margin-right: 20px;"
+          >
+            <span class="company-dropdown">
+              <el-icon><OfficeBuilding /></el-icon>
+              <span class="company-name">{{ userStore.currentCompanyName }}</span>
+              <el-icon class="el-icon--right"><ArrowDown /></el-icon>
+            </span>
+            <template #dropdown>
+              <el-dropdown-menu>
+                <el-dropdown-item
+                  v-for="c in userStore.companies"
+                  :key="c.id"
+                  :command="c.id"
+                  :class="{ 'is-active-company': c.id === userStore.currentCompanyId }"
+                >
+                  {{ c.name }}
+                  <el-tag v-if="c.id === userStore.currentCompanyId" size="small" type="success" style="margin-left: 8px;">当前</el-tag>
+                </el-dropdown-item>
+              </el-dropdown-menu>
+            </template>
+          </el-dropdown>
+
+          <!-- 用户头像 -->
           <el-dropdown @command="handleCommand">
             <span class="user-dropdown">
               <el-avatar :size="30" src="https://cube.elemecdn.com/3/7c/3ea6beec64369c2642b92c6726f1epng.png" />
@@ -339,6 +387,24 @@ const handleCommand = (command: string) => {
   font-size: 14px;
 }
 
+.company-dropdown {
+  display: flex;
+  align-items: center;
+  cursor: pointer;
+  font-size: 14px;
+  color: #606266;
+}
+.company-dropdown:hover {
+  color: var(--el-color-primary);
+}
+.company-name {
+  margin: 0 4px;
+}
+.is-active-company {
+  color: var(--el-color-primary);
+  font-weight: 600;
+}
+
 .main {
   background-color: #f0f2f5;
   padding: 20px;

frontend/src/router/index.ts

@@ -46,6 +46,24 @@ const routes: RouteRecordRaw[] = [
                 component: () => import('@/views/orders/index.vue'),
                 meta: { title: '订单管理' },
             },
+            {
+                path: 'orders/detail',
+                name: 'OrderDetail',
+                component: () => import('@/views/orders/OrderDetail.vue'),
+                meta: { title: '订单详情' },
+            },
+            {
+                path: 'contracts',
+                name: 'Contracts',
+                component: () => import('@/views/contracts/index.vue'),
+                meta: { title: '合同管理' },
+            },
+            {
+                path: 'contracts/detail',
+                name: 'ContractDetail',
+                component: () => import('@/views/contracts/ContractDetail.vue'),
+                meta: { title: '合同详情' },
+            },
             {
                 path: 'shipping',
                 name: 'Shipping',
@@ -58,6 +76,12 @@ const routes: RouteRecordRaw[] = [
                 component: () => import('@/views/products/index.vue'),
                 meta: { title: '产品与库存' },
             },
+            {
+                path: 'profit',
+                name: 'Profit',
+                component: () => import('@/views/profit/index.vue'),
+                meta: { title: '利润核算' },
+            },
             {
                 path: 'finance',
                 name: 'Finance',
@@ -116,10 +140,12 @@ router.beforeEach(async (to: any, _from: any, next: any) => {
         if (!userStore.userInfo) {
             try {
                 await userStore.fetchUserInfo()
+                await userStore.fetchCompanies()
                 console.log('[Auth Guard] 用户信息已获取:', {
                     username: userStore.username,
                     dataScope: userStore.dataScope,
                     menuKeys: userStore.menuKeys,
+                    currentCompanyId: userStore.currentCompanyId,
                 })
                 next({ ...to, replace: true })
             } catch {

frontend/src/store/user.ts

@@ -1,73 +1,127 @@
-/**
- * 用户状态管理 (Pinia)
- * Token 持久化 + /auth/me 获取完整用户上下文(含 data_scope, menu_keys)
- */
-
-import { defineStore } from 'pinia'
-import { ref, computed } from 'vue'
-import request from '@/api/request'
-
-// 用户信息类型（对应后端 CurrentUserPayload）
-interface UserInfo {
-    user_id: string
-    username: string
-    real_name: string | null
-    dept_id: string | null
-    dept_name: string | null
-    role_id: string | null
-    role_name: string | null
-    data_scope: string
-    menu_keys: string[]
-}
-
-export const useUserStore = defineStore('user', () => {
-    // ---- State ----
-    const token = ref<string>(localStorage.getItem('crm_token') || '')
-    const userInfo = ref<UserInfo | null>(null)
-
-    // ---- Getters ----
-    const isLoggedIn = computed(() => !!token.value)
-    const username = computed(() => userInfo.value?.username || '')
-    const realName = computed(() => userInfo.value?.real_name || userInfo.value?.username || '')
-    const dataScope = computed(() => userInfo.value?.data_scope || 'self')
-    const menuKeys = computed(() => userInfo.value?.menu_keys || [])
-
-    // ---- Actions ----
-
-    /** 登录：POST /api/auth/login → 拿 Token */
-    async function login(loginUsername: string, password: string) {
-        const data = await request.post('/api/auth/login', {
-            username: loginUsername,
-            password,
-        }) as any
-
-        token.value = data.access_token
-        localStorage.setItem('crm_token', data.access_token)
-    }
-
-    /** 获取用户信息：GET /api/auth/me → 完整 Payload */
-    async function fetchUserInfo() {
-        const data = await request.get('/api/auth/me') as unknown as UserInfo
-        userInfo.value = data
-    }
-
-    /** 登出 */
-    function logout() {
-        token.value = ''
-        userInfo.value = null
-        localStorage.removeItem('crm_token')
-    }
-
-    return {
-        token,
-        userInfo,
-        isLoggedIn,
-        username,
-        realName,
-        dataScope,
-        menuKeys,
-        login,
-        fetchUserInfo,
-        logout,
-    }
-})
+/**
+ * 用户状态管理 (Pinia)
+ * Token 持久化 + /auth/me 获取完整用户上下文(含 data_scope, menu_keys)
+ * 公司视角切换 + localStorage 持久化
+ */
+
+import { defineStore } from 'pinia'
+import { ref, computed } from 'vue'
+import request from '@/api/request'
+
+// 用户信息类型（对应后端 CurrentUserPayload）
+interface UserInfo {
+    user_id: string
+    username: string
+    real_name: string | null
+    dept_id: string | null
+    dept_name: string | null
+    role_id: string | null
+    role_name: string | null
+    data_scope: string
+    menu_keys: string[]
+}
+
+// 公司信息类型
+interface CompanyInfo {
+    id: string
+    name: string
+    code: string
+    is_active: boolean
+}
+
+export const useUserStore = defineStore('user', () => {
+    // ---- State ----
+    const token = ref<string>(localStorage.getItem('crm_token') || '')
+    const userInfo = ref<UserInfo | null>(null)
+    const currentCompanyId = ref<string>(localStorage.getItem('crm_company_id') || '')
+    const companies = ref<CompanyInfo[]>([])
+
+    // ---- Getters ----
+    const isLoggedIn = computed(() => !!token.value)
+    const username = computed(() => userInfo.value?.username || '')
+    const realName = computed(() => userInfo.value?.real_name || userInfo.value?.username || '')
+    const dataScope = computed(() => userInfo.value?.data_scope || 'self')
+    const menuKeys = computed(() => userInfo.value?.menu_keys || [])
+    const currentCompanyName = computed(() => {
+        const co = companies.value.find((item: CompanyInfo) => item.id === currentCompanyId.value)
+        return co?.name || '选择公司'
+    })
+    const currentCompanyCode = computed(() => {
+        const co = companies.value.find((item: CompanyInfo) => item.id === currentCompanyId.value)
+        return co?.code || ''
+    })
+
+    // ---- Actions ----
+
+    /** 登录：POST /api/auth/login → 拿 Token */
+    async function login(loginUsername: string, password: string) {
+        const data = await request.post('/api/auth/login', {
+            username: loginUsername,
+            password,
+        }) as any
+
+        token.value = data.access_token
+        localStorage.setItem('crm_token', data.access_token)
+    }
+
+    /** 获取用户信息：GET /api/auth/me → 完整 Payload */
+    async function fetchUserInfo() {
+        const data = await request.get('/api/auth/me') as unknown as UserInfo
+        userInfo.value = data
+    }
+
+    /** 获取公司列表并设置默认 */
+    async function fetchCompanies() {
+        try {
+            const data = await request.get('/api/companies') as any
+            companies.value = data.companies || []
+            const defaultId = data.default_company_id
+
+            // 如果当前没有选中公司，或选中的公司不在列表中，设为默认
+            if (
+                !currentCompanyId.value ||
+                !companies.value.find((item: CompanyInfo) => item.id === currentCompanyId.value)
+            ) {
+                const fallbackId = defaultId || (companies.value[0]?.id || '')
+                switchCompany(fallbackId)
+            }
+        } catch (e) {
+            console.error('[fetchCompanies] 获取公司列表失败:', e)
+        }
+    }
+
+    /** 切换公司视角 */
+    function switchCompany(companyId: string) {
+        currentCompanyId.value = companyId
+        localStorage.setItem('crm_company_id', companyId)
+    }
+
+    /** 登出 */
+    function logout() {
+        token.value = ''
+        userInfo.value = null
+        currentCompanyId.value = ''
+        companies.value = []
+        localStorage.removeItem('crm_token')
+        localStorage.removeItem('crm_company_id')
+    }
+
+    return {
+        token,
+        userInfo,
+        currentCompanyId,
+        companies,
+        isLoggedIn,
+        username,
+        realName,
+        dataScope,
+        menuKeys,
+        currentCompanyName,
+        currentCompanyCode,
+        login,
+        fetchUserInfo,
+        fetchCompanies,
+        switchCompany,
+        logout,
+    }
+})

frontend/src/views/Login.vue

@@ -37,6 +37,8 @@ async function handleLogin() {
     await userStore.login(form.username, form.password)
     // 2. 拉取用户信息（data_scope, menu_keys 等）
     await userStore.fetchUserInfo()
+    // 3. 拉取公司列表并设置默认
+    await userStore.fetchCompanies()
 
     ElMessage.success(`欢迎回来，${userStore.realName}`)
     const redirect = (route.query.redirect as string) || '/'

frontend/src/views/contracts/ContractDetail.vue

@@ -0,0 +1,189 @@
+<script setup lang="ts">
+/**
+ * 合同详情页 —— 含执行进度面板 + 一键推单 + 双签盖章上传
+ */
+import { ref, onMounted, computed } from 'vue'
+import { useRoute, useRouter } from 'vue-router'
+import { ElMessage, ElMessageBox } from 'element-plus'
+import { Check, Upload, ShoppingCart, Document } from '@element-plus/icons-vue'
+import request from '@/api/request'
+
+const route = useRoute()
+const router = useRouter()
+const contractId = computed(() => route.query.id as string)
+const loading = ref(false)
+const contract = ref<any>({})
+
+const fetchContract = async () => {
+  if (!contractId.value) return
+  loading.value = true
+  try {
+    const data: any = await request.get(`/api/contracts/${contractId.value}`)
+    contract.value = data
+  } catch { /* */ } finally { loading.value = false }
+}
+
+// --- 一键生成订单 ---
+const generating = ref(false)
+const handleGenerateOrder = () => {
+  ElMessageBox.confirm('确定要从此合同一键生成订单吗？', '生成订单', {
+    confirmButtonText: '确定生成', cancelButtonText: '取消', type: 'info',
+  }).then(async () => {
+    generating.value = true
+    try {
+      const result: any = await request.post(`/api/contracts/${contractId.value}/generate-order`)
+      ElMessage.success(`订单生成成功：${result.order_no}`)
+      fetchContract()
+    } catch { /* */ } finally { generating.value = false }
+  }).catch(() => {})
+}
+
+// --- 上传双签盖章版 ---
+const getUploadHeaders = () => ({
+  Authorization: `Bearer ${localStorage.getItem('crm_token') || ''}`,
+  'X-Company-Id': localStorage.getItem('crm_company_id') || '',
+})
+const handleUploadSuccess = (response: any) => {
+  if (response.code === 200) {
+    ElMessage.success('双签盖章版上传成功')
+    fetchContract()
+  } else {
+    ElMessage.error(response.message || '上传失败')
+  }
+}
+
+// --- 辅助 ---
+const getStatusLabel = (s: string) => {
+  const map: Record<string, string> = { draft: '草稿', active: '执行中', completed: '已完成', cancelled: '已取消' }
+  return map[s] || s
+}
+
+// --- 下载合同 Word ---
+const downloadingDoc = ref(false)
+const handleDownloadContract = async () => {
+  downloadingDoc.value = true
+  try {
+    const res = await fetch(`/api/contracts/${contractId.value}/generate`, {
+      headers: {
+        Authorization: `Bearer ${localStorage.getItem('crm_token') || ''}`,
+        'X-Company-Id': localStorage.getItem('crm_company_id') || '',
+      },
+    })
+    if (!res.ok) throw new Error('Download failed')
+    const blob = await res.blob()
+    const url = URL.createObjectURL(blob)
+    const a = document.createElement('a')
+    a.href = url
+    a.download = `合同_${contract.value.contract_no || contractId.value}.docx`
+    a.click()
+    URL.revokeObjectURL(url)
+  } catch { ElMessage.error('合同文档生成失败') }
+  finally { downloadingDoc.value = false }
+}
+
+onMounted(() => fetchContract())
+</script>
+
+<template>
+  <div class="contract-detail-container" v-loading="loading">
+    <el-page-header @back="router.back()" :title="'返回'" :content="`合同 ${contract.contract_no || ''}`" />
+
+    <div class="detail-grid" v-if="contract.id">
+      <!-- 基本信息卡片 -->
+      <el-card shadow="never">
+        <template #header><span style="font-weight: bold;">合同基本信息</span></template>
+        <el-descriptions :column="2" border>
+          <el-descriptions-item label="合同编号">{{ contract.contract_no }}</el-descriptions-item>
+          <el-descriptions-item label="状态">
+            <el-tag>{{ getStatusLabel(contract.status) }}</el-tag>
+          </el-descriptions-item>
+          <el-descriptions-item label="买方客户">{{ contract.buyer_customer_name }}</el-descriptions-item>
+          <el-descriptions-item label="卖方公司">{{ contract.seller_company_name }}</el-descriptions-item>
+          <el-descriptions-item label="付款条件">{{ contract.payment_terms }}</el-descriptions-item>
+          <el-descriptions-item label="运费条款">{{ contract.shipping_terms }}</el-descriptions-item>
+          <el-descriptions-item label="不含税金额">¥{{ (contract.total_amount_excl_tax || 0).toFixed(2) }}</el-descriptions-item>
+          <el-descriptions-item label="含税金额">¥{{ (contract.total_amount_incl_tax || 0).toFixed(2) }}</el-descriptions-item>
+          <el-descriptions-item label="大写金额" :span="2">{{ contract.total_amount_cn || '-' }}</el-descriptions-item>
+          <el-descriptions-item label="签约日期">{{ contract.sign_date || '-' }}</el-descriptions-item>
+          <el-descriptions-item label="负责人">{{ contract.salesperson_name || '-' }}</el-descriptions-item>
+          <el-descriptions-item label="备注" :span="2">{{ contract.remark || '-' }}</el-descriptions-item>
+        </el-descriptions>
+      </el-card>
+
+      <!-- 合同明细 -->
+      <el-card shadow="never">
+        <template #header><span style="font-weight: bold;">合同明细</span></template>
+        <el-table :data="contract.items || []" stripe border size="small">
+          <el-table-column prop="sku_code" label="产品编码" width="140" />
+          <el-table-column prop="sku_name" label="产品名称" min-width="200" />
+          <el-table-column prop="spec" label="规格" width="120" />
+          <el-table-column prop="unit" label="单位" width="80" />
+          <el-table-column prop="qty" label="数量" width="100" align="right" />
+          <el-table-column label="单价" width="120" align="right">
+            <template #default="scope">¥{{ (scope.row.unit_price || 0).toFixed(2) }}</template>
+          </el-table-column>
+          <el-table-column label="小计" width="140" align="right">
+            <template #default="scope">¥{{ (scope.row.sub_total || 0).toFixed(2) }}</template>
+          </el-table-column>
+        </el-table>
+      </el-card>
+
+      <!-- 执行进度 -->
+      <el-card shadow="never" v-if="contract.progress">
+        <template #header><span style="font-weight: bold;">执行进度</span></template>
+        <el-steps :active="progressStep" finish-status="success" align-center>
+          <el-step title="双签" :description="contract.progress.is_signed ? '已完成' : '待签署'" />
+          <el-step title="生成订单" :description="contract.progress.has_order ? '已生成' : '待生成'" />
+          <el-step title="发货" :description="contract.progress.has_shipped ? '已发货' : '待发货'" />
+          <el-step title="开票" :description="contract.progress.has_invoice ? '已开票' : '待开票'" />
+          <el-step title="回款" :description="contract.progress.is_paid ? '已回款' : '待回款'" />
+        </el-steps>
+      </el-card>
+
+      <!-- 操作区 -->
+      <el-card shadow="never">
+        <template #header><span style="font-weight: bold;">操作</span></template>
+        <div style="display: flex; gap: 16px; flex-wrap: wrap;">
+          <el-button type="success" :icon="Document" :loading="downloadingDoc" @click="handleDownloadContract">下载合同</el-button>
+
+          <el-button type="primary" :icon="ShoppingCart" :loading="generating"
+            :disabled="!!(contract.linked_order_id)" @click="handleGenerateOrder">
+            {{ contract.linked_order_id ? '已生成订单' : '一键生成订单' }}
+          </el-button>
+
+          <el-upload
+            :action="`/api/contracts/${contractId}/upload-signed`"
+            :headers="getUploadHeaders()"
+            :show-file-list="false"
+            :on-success="handleUploadSuccess"
+            accept=".pdf,.jpg,.png"
+          >
+            <el-button type="warning" :icon="Upload">上传双签盖章版</el-button>
+          </el-upload>
+        </div>
+      </el-card>
+    </div>
+  </div>
+</template>
+
+<script lang="ts">
+export default {
+  computed: {
+    progressStep() {
+      const p = (this as any).contract?.progress
+      if (!p) return 0
+      if (p.is_paid) return 5
+      if (p.has_invoice) return 4
+      if (p.has_shipped) return 3
+      if (p.has_order) return 2
+      if (p.is_signed) return 1
+      return 0
+    },
+  },
+}
+</script>
+
+<style scoped>
+.contract-detail-container { display: flex; flex-direction: column; gap: 20px; }
+.detail-grid { display: flex; flex-direction: column; gap: 20px; margin-top: 16px; }
+</style>

frontend/src/views/contracts/index.vue

@@ -0,0 +1,279 @@
+<script setup lang="ts">
+/**
+ * 合同管理列表页
+ * GET /api/contracts (分页 + 搜索 + 状态筛选)
+ * POST /api/contracts (新增)
+ * DELETE /api/contracts/{id} (软删除)
+ */
+import { ref, reactive, onMounted, nextTick, computed } from 'vue'
+import { useRouter } from 'vue-router'
+import { Search, Plus, View, Delete, Document } from '@element-plus/icons-vue'
+import { ElMessageBox, ElMessage, type FormInstance, type FormRules } from 'element-plus'
+import request from '@/api/request'
+import { useUserStore } from '@/store/user'
+
+const router = useRouter()
+const userStore = useUserStore()
+const loading = ref(false)
+
+// --- 数据 ---
+const contractData = ref<any[]>([])
+const currentPage = ref(1)
+const pageSize = ref(20)
+const total = ref(0)
+const searchForm = reactive({ keyword: '', status: '' })
+
+// --- 搜索/分页 ---
+const fetchContracts = async () => {
+  loading.value = true
+  try {
+    const params: Record<string, any> = { page: currentPage.value, size: pageSize.value }
+    if (searchForm.keyword) params.keyword = searchForm.keyword
+    if (searchForm.status) params.status = searchForm.status
+    const data: any = await request.get('/api/contracts', { params })
+    contractData.value = data.items || []
+    total.value = data.total || 0
+  } catch { /* 统一处理 */ } finally { loading.value = false }
+}
+const handleSearch = () => { currentPage.value = 1; fetchContracts() }
+const handlePageChange = () => fetchContracts()
+
+// --- 新增合同弹窗 ---
+const addDialogVisible = ref(false)
+const addFormRef = ref<FormInstance>()
+const addSubmitting = ref(false)
+const skuOptions = ref<any[]>([])
+const customerOptions = ref<any[]>([])
+
+const addForm = reactive({
+  buyer_customer_id: '',
+  payment_terms: '货到付全款',
+  shipping_terms: '买方自提',
+  delivery_terms: '',
+  remark: '',
+  items: [{ sku_id: '', qty: 1, unit_price: 0, sub_total: 0 }] as any[],
+})
+
+const addFormRules = reactive<FormRules>({
+  buyer_customer_id: [{ required: true, message: '请选择买方客户', trigger: 'change' }],
+})
+
+const paymentTermsOptions = [
+  '预付全款订货', '预付30%订货，到货前付清', '预付50%订货，到货前付清',
+  '货到付全款', '开具发票后30天内付款', '开具发票45天付款',
+  '开具发票60天付款', '开具发票90天付款',
+]
+const shippingTermsOptions = [
+  '买方自提', '卖方免费送达天津指定地点', '卖方免费送达指定地点', '物流发货，运费买方承担',
+]
+
+const addContractItem = () => {
+  addForm.items.push({ sku_id: '', qty: 1, unit_price: 0, sub_total: 0 })
+}
+const removeContractItem = (index: number) => {
+  if (addForm.items.length > 1) addForm.items.splice(index, 1)
+}
+const calcSubTotal = (item: any) => {
+  item.sub_total = +(item.qty * item.unit_price).toFixed(2)
+}
+const contractTotal = computed(() => addForm.items.reduce((s: number, i: any) => s + (i.sub_total || 0), 0))
+
+const handleSkuChange = (item: any) => {
+  const sku = skuOptions.value.find((s: any) => s.id === item.sku_id)
+  if (sku) {
+    item.unit_price = sku.standard_price || 0
+    calcSubTotal(item)
+  }
+}
+
+const handleAddContract = async () => {
+  addForm.buyer_customer_id = ''
+  addForm.payment_terms = '货到付全款'
+  addForm.shipping_terms = '买方自提'
+  addForm.delivery_terms = ''
+  addForm.remark = ''
+  addForm.items = [{ sku_id: '', qty: 1, unit_price: 0, sub_total: 0 }]
+  addDialogVisible.value = true
+  // 拉取客户、SKU 和卖方公司信息
+  try {
+    const [custRes, skuRes, companyRes] = await Promise.all([
+      request.get('/api/customers/search', { params: { q: '%' } }),
+      request.get('/api/products/skus', { params: { page: 1, size: 100 } }),
+      request.get('/api/companies/current'),
+    ])
+    customerOptions.value = (custRes as any) || []
+    skuOptions.value = ((skuRes as any)?.items || skuRes) || []
+    sellerCompanyName.value = (companyRes as any)?.full_info?.company_name || (companyRes as any)?.name || '当前公司'
+  } catch { /* */ }
+}
+
+const sellerCompanyName = ref('当前公司')
+
+const submitAddContract = async () => {
+  addSubmitting.value = true
+  try {
+    await request.post('/api/contracts', {
+      buyer_customer_id: addForm.buyer_customer_id,
+      payment_terms: addForm.payment_terms,
+      shipping_terms: addForm.shipping_terms,
+      delivery_terms: addForm.delivery_terms || null,
+      remark: addForm.remark,
+      items: addForm.items.filter((i: any) => i.sku_id),
+    })
+    ElMessage.success('合同创建成功')
+    addDialogVisible.value = false
+    fetchContracts()
+  } catch { /* */ } finally { addSubmitting.value = false }
+}
+
+// --- 查看详情 ---
+const viewDetail = (row: any) => {
+  router.push({ path: '/contracts/detail', query: { id: row.id } })
+}
+
+// --- 删除 ---
+const deleteContract = (row: any) => {
+  ElMessageBox.confirm(`确定要删除合同 "${row.contract_no}" 吗？`, '确认删除', {
+    confirmButtonText: '确定', cancelButtonText: '取消', type: 'warning',
+  }).then(async () => {
+    await request.delete(`/api/contracts/${row.id}`)
+    ElMessage.success('合同已删除')
+    fetchContracts()
+  }).catch(() => {})
+}
+
+// --- 辅助 ---
+const getStatusType = (s: string) => {
+  const map: Record<string, string> = { draft: 'info', active: '', completed: 'success', cancelled: 'danger' }
+  return map[s] || 'info'
+}
+const getStatusLabel = (s: string) => {
+  const map: Record<string, string> = { draft: '草稿', active: '执行中', completed: '已完成', cancelled: '已取消' }
+  return map[s] || s
+}
+
+onMounted(() => fetchContracts())
+</script>
+
+<template>
+  <div class="contract-list-container">
+    <!-- 搜索区 -->
+    <el-card shadow="never" class="filter-section">
+      <div class="filter-wrapper">
+        <el-form :inline="true" :model="searchForm" class="filter-form">
+          <el-form-item label="合同编号">
+            <el-input v-model="searchForm.keyword" placeholder="搜索合同编号" clearable @keyup.enter="handleSearch" />
+          </el-form-item>
+          <el-form-item label="状态">
+            <el-select v-model="searchForm.status" placeholder="全部" clearable style="width: 140px">
+              <el-option label="草稿" value="draft" />
+              <el-option label="执行中" value="active" />
+              <el-option label="已完成" value="completed" />
+              <el-option label="已取消" value="cancelled" />
+            </el-select>
+          </el-form-item>
+        </el-form>
+        <div class="action-buttons">
+          <el-button type="primary" :icon="Search" @click="handleSearch">搜索</el-button>
+          <el-button type="success" :icon="Plus" @click="handleAddContract">新增合同</el-button>
+        </div>
+      </div>
+    </el-card>
+
+    <!-- 数据表格 -->
+    <el-card shadow="never" class="table-section">
+      <el-table :data="contractData" stripe border v-loading="loading">
+        <el-table-column prop="contract_no" label="合同编号" width="200" />
+        <el-table-column prop="buyer_customer_name" label="买方客户" min-width="200" show-overflow-tooltip />
+        <el-table-column prop="seller_company_name" label="卖方公司" min-width="160" show-overflow-tooltip />
+        <el-table-column label="合同金额" width="140" align="right">
+          <template #default="scope">
+            ¥{{ (scope.row.total_amount_incl_tax || 0).toLocaleString('zh-CN', { minimumFractionDigits: 2 }) }}
+          </template>
+        </el-table-column>
+        <el-table-column prop="payment_terms" label="付款条件" width="200" show-overflow-tooltip />
+        <el-table-column label="状态" width="100" align="center">
+          <template #default="scope">
+            <el-tag :type="getStatusType(scope.row.status)" effect="light">{{ getStatusLabel(scope.row.status) }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="双签" width="80" align="center">
+          <template #default="scope">
+            <el-tag v-if="scope.row.is_signed" type="success" effect="plain">已签</el-tag>
+            <el-tag v-else type="info" effect="plain">未签</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column prop="created_at" label="创建时间" width="170" />
+        <el-table-column label="操作" width="180" fixed="right">
+          <template #default="scope">
+            <el-button type="primary" link :icon="View" @click="viewDetail(scope.row)">详情</el-button>
+            <el-button type="danger" link :icon="Delete" @click="deleteContract(scope.row)">删除</el-button>
+          </template>
+        </el-table-column>
+      </el-table>
+      <div class="pagination-section">
+        <el-pagination v-model:current-page="currentPage" v-model:page-size="pageSize" :page-sizes="[10, 20, 50]"
+          background layout="total, prev, pager, next, jumper" :total="total"
+          @current-change="handlePageChange" @size-change="handlePageChange" />
+      </div>
+    </el-card>
+
+    <!-- 新增合同弹窗 -->
+    <el-dialog v-model="addDialogVisible" title="新增合同" width="780px" destroy-on-close>
+      <el-form ref="addFormRef" :model="addForm" :rules="addFormRules" label-width="100px">
+        <el-form-item label="买方客户" prop="buyer_customer_id">
+          <el-select v-model="addForm.buyer_customer_id" placeholder="请选择客户" filterable style="width: 100%">
+            <el-option v-for="c in customerOptions" :key="c.id" :label="c.name" :value="c.id" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="卖方公司">
+          <el-input :model-value="sellerCompanyName" disabled />
+          <div style="font-size: 12px; color: #909399; margin-top: 4px;">卖方信息由系统设置中的企业账号配置自动填充</div>
+        </el-form-item>
+        <el-form-item label="付款条件">
+          <el-select v-model="addForm.payment_terms" style="width: 100%">
+            <el-option v-for="t in paymentTermsOptions" :key="t" :label="t" :value="t" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="运费条款">
+          <el-select v-model="addForm.shipping_terms" style="width: 100%">
+            <el-option v-for="t in shippingTermsOptions" :key="t" :label="t" :value="t" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="货期">
+          <el-input v-model="addForm.delivery_terms" placeholder="如：下单后15个工作日发货" />
+        </el-form-item>
+        <el-form-item label="备注">
+          <el-input v-model="addForm.remark" type="textarea" :rows="2" />
+        </el-form-item>
+
+        <el-divider content-position="left">合同明细</el-divider>
+        <div v-for="(item, idx) in addForm.items" :key="idx" style="display: flex; gap: 8px; margin-bottom: 12px; align-items: center;">
+          <el-select v-model="item.sku_id" placeholder="选择产品" filterable style="flex: 2" @change="handleSkuChange(item)">
+            <el-option v-for="s in skuOptions" :key="s.id" :label="`${s.name} (${s.sku_code})`" :value="s.id" />
+          </el-select>
+          <el-input-number v-model="item.qty" :min="0.01" :precision="2" style="flex: 1" @change="calcSubTotal(item)" />
+          <el-input-number v-model="item.unit_price" :min="0" :precision="2" style="flex: 1" @change="calcSubTotal(item)" />
+          <span style="min-width: 80px; text-align: right;">¥{{ item.sub_total.toFixed(2) }}</span>
+          <el-button type="danger" link @click="removeContractItem(idx)" :disabled="addForm.items.length <= 1">删除</el-button>
+        </div>
+        <el-button type="primary" link @click="addContractItem">+ 添加明细行</el-button>
+        <div style="margin-top: 12px; text-align: right; font-weight: bold;">合计：¥{{ contractTotal.toFixed(2) }}</div>
+      </el-form>
+      <template #footer>
+        <el-button @click="addDialogVisible = false">取消</el-button>
+        <el-button type="primary" :loading="addSubmitting" @click="submitAddContract">确定提交</el-button>
+      </template>
+    </el-dialog>
+  </div>
+</template>
+
+<style scoped>
+.contract-list-container { display: flex; flex-direction: column; gap: 20px; }
+.filter-section { border-radius: 8px; border: none; box-shadow: 0 1px 4px rgba(0, 21, 41, 0.08); }
+.filter-wrapper { display: flex; justify-content: space-between; flex-wrap: wrap; align-items: flex-start; }
+.filter-form .el-form-item { margin-bottom: 0; margin-right: 20px; }
+.action-buttons { display: flex; gap: 10px; }
+.table-section { border-radius: 8px; border: none; box-shadow: 0 1px 4px rgba(0, 21, 41, 0.08); }
+.pagination-section { margin-top: 20px; display: flex; justify-content: flex-end; }
+</style>

frontend/src/views/customers/CustomerDetail.vue

@@ -43,6 +43,7 @@ const customer = reactive({
   created_at: '',
   updated_at: '',
   ai_persona: null as any,
+  billing_info: null as any,
 })
 
 const fetchCustomer = async () => {
@@ -148,6 +149,67 @@ const fetchProducts = async (customerId: string) => {
   }
 }
 
+// --- 开票信息管理 (Billing Info) ---
+const billingDialogVisible = ref(false)
+const billingSubmitting = ref(false)
+const billingFormRef = ref<FormInstance>()
+const billingForm = reactive({
+  company_name: '',
+  tax_id: '',
+  bank_name: '',
+  bank_account: '',
+  address: '',
+  phone: '',
+})
+
+const openBillingDialog = () => {
+  if (customer.billing_info) {
+    Object.assign(billingForm, {
+      company_name: customer.billing_info.company_name || '',
+      tax_id: customer.billing_info.tax_id || '',
+      bank_name: customer.billing_info.bank_name || '',
+      bank_account: customer.billing_info.bank_account || '',
+      address: customer.billing_info.address || '',
+      phone: customer.billing_info.phone || '',
+    })
+  } else {
+    Object.assign(billingForm, {
+      company_name: '',
+      tax_id: '',
+      bank_name: '',
+      bank_account: '',
+      address: '',
+      phone: '',
+    })
+  }
+  billingDialogVisible.value = true
+}
+
+const submitBilling = async () => {
+  if (!billingFormRef.value) return
+  billingSubmitting.value = true
+  try {
+    await request.put(`/api/customers/${customer.id}`, { billing_info: billingForm })
+    ElMessage.success('开票信息已保存')
+    billingDialogVisible.value = false
+    fetchCustomer()
+  } catch {
+  } finally {
+    billingSubmitting.value = false
+  }
+}
+
+const deleteBilling = () => {
+  ElMessageBox.confirm('确定要删除此客户的开票信息吗？', '警告', { type: 'warning' })
+    .then(async () => {
+      try {
+        await request.put(`/api/customers/${customer.id}`, { billing_info: null })
+        ElMessage.success('开票信息已删除')
+        fetchCustomer()
+      } catch {}
+    }).catch(() => {})
+}
+
 // --- 级别显示映射 ---
 const levelMap: Record<string, { text: string; type: string }> = {
   A: { text: 'A级 · 核心客户', type: 'danger' },
@@ -227,8 +289,40 @@ onMounted(fetchCustomer)
       </div>
     </el-card>
 
+    <!-- 1.5 开票信息卡片 -->
+    <el-card shadow="never" class="profile-header mt-20" v-if="customer.id && customer.billing_info && Object.keys(customer.billing_info).length > 0">
+      <template #header>
+        <div style="display: flex; justify-content: space-between; align-items: center;">
+          <span style="font-weight: bold; color: #303133;">🏦 开票信息 (Billing Info)</span>
+          <div>
+            <el-button type="primary" link @click="openBillingDialog">编辑</el-button>
+            <el-button type="danger" link @click="deleteBilling">删除</el-button>
+          </div>
+        </div>
+      </template>
+      <el-descriptions :column="2" class="desc-box" border>
+        <el-descriptions-item label="企业全称">{{ customer.billing_info.company_name || '-' }}</el-descriptions-item>
+        <el-descriptions-item label="纳税人识别号">{{ customer.billing_info.tax_id || '-' }}</el-descriptions-item>
+        <el-descriptions-item label="开户银行">{{ customer.billing_info.bank_name || '-' }}</el-descriptions-item>
+        <el-descriptions-item label="银行账号">{{ customer.billing_info.bank_account || '-' }}</el-descriptions-item>
+        <el-descriptions-item label="开票地址" :span="2">{{ customer.billing_info.address || '-' }}</el-descriptions-item>
+        <el-descriptions-item label="开票电话" :span="2">{{ customer.billing_info.phone || '-' }}</el-descriptions-item>
+      </el-descriptions>
+    </el-card>
+
+    <el-card shadow="never" class="profile-header mt-20" v-else-if="customer.id">
+      <template #header>
+        <div style="display: flex; justify-content: space-between; align-items: center;">
+          <span style="font-weight: bold; color: #303133;">🏦 开票信息 (Billing Info)</span>
+        </div>
+      </template>
+      <el-empty description="暂无开票信息" :image-size="60">
+        <el-button type="primary" @click="openBillingDialog">新增开票信息</el-button>
+      </el-empty>
+    </el-card>
+
     <!-- 2. Tabs 面板 -->
-    <el-card shadow="never" class="tabs-card" v-if="customer.id">
+    <el-card shadow="never" class="tabs-card mt-20" v-if="customer.id">
       <el-tabs>
         <el-tab-pane label="AI 企业画像" name="persona">
           <div v-if="customer.ai_persona && Object.keys(customer.ai_persona).length > 0" class="persona-container">
@@ -380,6 +474,34 @@ onMounted(fetchCustomer)
       </template>
     </el-dialog>
 
+    <!-- 开票信息表单弹窗 -->
+    <el-dialog v-model="billingDialogVisible" title="编辑开票信息" width="500px" destroy-on-close>
+      <el-form ref="billingFormRef" :model="billingForm" label-width="110px">
+        <el-form-item label="企业全称">
+          <el-input v-model="billingForm.company_name" placeholder="请输入开票抬头" />
+        </el-form-item>
+        <el-form-item label="纳税人识别号">
+          <el-input v-model="billingForm.tax_id" placeholder="请输入统一社会信用代码/税号" />
+        </el-form-item>
+        <el-form-item label="开户银行">
+          <el-input v-model="billingForm.bank_name" placeholder="请输入开户行名称" />
+        </el-form-item>
+        <el-form-item label="银行账号">
+          <el-input v-model="billingForm.bank_account" placeholder="请输入银行账号" />
+        </el-form-item>
+        <el-form-item label="开票地址">
+          <el-input v-model="billingForm.address" placeholder="请输入注册地址" />
+        </el-form-item>
+        <el-form-item label="企业电话">
+          <el-input v-model="billingForm.phone" placeholder="请输入企业电话" />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="billingDialogVisible = false">取消</el-button>
+        <el-button type="primary" :loading="billingSubmitting" @click="submitBilling">保存</el-button>
+      </template>
+    </el-dialog>
+
     <!-- 悬浮按钮 - 写新日志 -->
     <el-tooltip content="写新跟进记录" placement="left">
       <el-button v-if="customer.id" type="primary" circle size="large" class="floating-btn" @click="handleAddLog" :icon="CirclePlus" />

frontend/src/views/customers/index.vue

@@ -8,7 +8,7 @@
  */
 import { ref, reactive, onMounted, nextTick } from 'vue'
 import { useRouter } from 'vue-router'
-import { Search, Plus, View, Edit, Box, Upload, Download } from '@element-plus/icons-vue'
+import { Search, Plus, View, Edit, Box, Upload, Download, Sort } from '@element-plus/icons-vue'
 import { ElMessageBox, ElMessage, type FormInstance, type FormRules } from 'element-plus'
 import request from '@/api/request'
 import { useUserStore } from '@/store/user'
@@ -77,13 +77,21 @@ const addForm = reactive({
   phone: '',
   address: '',
   remark: '',
+  billing_info: {
+    company_name: '',
+    tax_id: '',
+    address: '',
+    phone: '',
+    bank_name: '',
+    bank_account: '',
+  },
 })
 const addFormRules = reactive<FormRules>({
   name: [{ required: true, message: '请输入客户名称', trigger: 'blur' }],
 })
 
 const handleAddCustomer = () => {
-  Object.assign(addForm, { name: '', level: 'B', industry: '', contact: '', phone: '', address: '', remark: '' })
+  Object.assign(addForm, { name: '', level: 'B', industry: '', contact: '', phone: '', address: '', remark: '', billing_info: { company_name: '', tax_id: '', address: '', phone: '', bank_name: '', bank_account: '' } })
   addDialogVisible.value = true
   nextTick(() => addFormRef.value?.clearValidate())
 }
@@ -117,12 +125,21 @@ const editForm = reactive({
   phone: '',
   address: '',
   remark: '',
+  billing_info: {
+    company_name: '',
+    tax_id: '',
+    address: '',
+    phone: '',
+    bank_name: '',
+    bank_account: '',
+  },
 })
 const editFormRules = reactive<FormRules>({
   name: [{ required: true, message: '请输入客户名称', trigger: 'blur' }],
 })
 
 const editCustomer = (row: any) => {
+  const bi = row.billing_info || {}
   Object.assign(editForm, {
     id: row.id,
     name: row.name || '',
@@ -132,6 +149,14 @@ const editCustomer = (row: any) => {
     phone: row.phone || '',
     address: row.address || '',
     remark: row.remark || '',
+    billing_info: {
+      company_name: bi.company_name || '',
+      tax_id: bi.tax_id || '',
+      address: bi.address || '',
+      phone: bi.phone || '',
+      bank_name: bi.bank_name || '',
+      bank_account: bi.bank_account || '',
+    },
   })
   editDialogVisible.value = true
   nextTick(() => editFormRef.value?.clearValidate())
@@ -247,6 +272,46 @@ const handleExport = async () => {
     }
 }
 
+// --- 客户转移 ---
+const transferDialogVisible = ref(false)
+const transferForm = reactive({ customerId: '', customerName: '', newOwnerId: '' })
+const transferSubmitting = ref(false)
+const userOptions = ref<any[]>([])
+
+const openTransferDialog = async (row: any) => {
+  transferForm.customerId = row.id
+  transferForm.customerName = row.name
+  transferForm.newOwnerId = ''
+  transferDialogVisible.value = true
+  // 拉取员工列表
+  try {
+    const data: any = await request.get('/api/settings/users', { params: { page: 1, size: 100 } })
+    userOptions.value = (data.items || []).filter((u: any) => u.status === 1)
+  } catch {
+    ElMessage.error('获取员工列表失败')
+  }
+}
+
+const submitTransfer = async () => {
+  if (!transferForm.newOwnerId) {
+    ElMessage.warning('请选择目标负责人')
+    return
+  }
+  transferSubmitting.value = true
+  try {
+    await request.put(`/api/customers/${transferForm.customerId}/transfer`, {
+      new_owner_id: transferForm.newOwnerId,
+    })
+    ElMessage.success('客户转移成功')
+    transferDialogVisible.value = false
+    fetchCustomers()
+  } catch (e: any) {
+    ElMessage.error(e?.response?.data?.message || '转移失败')
+  } finally {
+    transferSubmitting.value = false
+  }
+}
+
 // --- 初始化 ---
 onMounted(() => {
   fetchCustomers()
@@ -308,11 +373,12 @@ onMounted(() => {
         <el-table-column prop="address" label="地址" min-width="180" show-overflow-tooltip />
         <el-table-column prop="created_at" label="创建时间" width="170" />
 
-        <el-table-column label="操作" width="220" fixed="right">
+        <el-table-column label="操作" width="280" fixed="right">
           <template #default="scope">
             <el-button type="primary" link :icon="View" @click="viewDetails(scope.row)">查看档案</el-button>
             <template v-if="!scope.row.is_deleted">
               <el-button type="primary" link :icon="Edit" @click="editCustomer(scope.row)">编辑</el-button>
+              <el-button v-if="isAdmin" type="warning" link :icon="Sort" @click="openTransferDialog(scope.row)">转移</el-button>
               <el-button type="danger" link :icon="Box" @click="archiveCustomer(scope.row)">归档</el-button>
             </template>
             <el-button v-else type="success" link @click="restoreCustomer(scope.row)">恢复</el-button>
@@ -363,6 +429,38 @@ onMounted(() => {
         <el-form-item label="备注">
           <el-input v-model="addForm.remark" type="textarea" :rows="2" placeholder="备注" />
         </el-form-item>
+
+        <el-divider content-position="left">客户开票信息（选填）</el-divider>
+        <el-form-item label="开票公司">
+          <el-input v-model="addForm.billing_info.company_name" placeholder="开票公司全称" />
+        </el-form-item>
+        <el-form-item label="税号">
+          <el-input v-model="addForm.billing_info.tax_id" placeholder="纳税人识别号" />
+        </el-form-item>
+        <el-row :gutter="12">
+          <el-col :span="12">
+            <el-form-item label="地址">
+              <el-input v-model="addForm.billing_info.address" placeholder="地址" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="电话">
+              <el-input v-model="addForm.billing_info.phone" placeholder="电话" />
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-row :gutter="12">
+          <el-col :span="12">
+            <el-form-item label="开户行">
+              <el-input v-model="addForm.billing_info.bank_name" placeholder="开户行" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="银行账号">
+              <el-input v-model="addForm.billing_info.bank_account" placeholder="银行账号" />
+            </el-form-item>
+          </el-col>
+        </el-row>
       </el-form>
       <template #footer>
         <el-button @click="addDialogVisible = false">取消</el-button>
@@ -398,6 +496,38 @@ onMounted(() => {
         <el-form-item label="备注">
           <el-input v-model="editForm.remark" type="textarea" :rows="2" />
         </el-form-item>
+
+        <el-divider content-position="left">客户开票信息（选填）</el-divider>
+        <el-form-item label="开票公司">
+          <el-input v-model="editForm.billing_info.company_name" placeholder="开票公司全称" />
+        </el-form-item>
+        <el-form-item label="税号">
+          <el-input v-model="editForm.billing_info.tax_id" placeholder="纳税人识别号" />
+        </el-form-item>
+        <el-row :gutter="12">
+          <el-col :span="12">
+            <el-form-item label="地址">
+              <el-input v-model="editForm.billing_info.address" placeholder="地址" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="电话">
+              <el-input v-model="editForm.billing_info.phone" placeholder="电话" />
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-row :gutter="12">
+          <el-col :span="12">
+            <el-form-item label="开户行">
+              <el-input v-model="editForm.billing_info.bank_name" placeholder="开户行" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="银行账号">
+              <el-input v-model="editForm.billing_info.bank_account" placeholder="银行账号" />
+            </el-form-item>
+          </el-col>
+        </el-row>
       </el-form>
       <template #footer>
         <el-button @click="editDialogVisible = false">取消</el-button>
@@ -429,6 +559,29 @@ onMounted(() => {
         <div class="el-upload__text">将文件拖到此处，或 <em>点击上传</em></div>
       </el-upload>
     </el-dialog>
+
+    <!-- 7. 客户转移弹窗 -->
+    <el-dialog v-model="transferDialogVisible" title="客户转移" width="440px" destroy-on-close>
+      <el-form label-width="90px">
+        <el-form-item label="客户名称">
+          <el-input :value="transferForm.customerName" disabled />
+        </el-form-item>
+        <el-form-item label="目标负责人" required>
+          <el-select v-model="transferForm.newOwnerId" placeholder="请选择负责人" filterable style="width: 100%">
+            <el-option
+              v-for="u in userOptions"
+              :key="u.id"
+              :label="`${u.real_name} (${u.username})`"
+              :value="u.id"
+            />
+          </el-select>
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="transferDialogVisible = false">取消</el-button>
+        <el-button type="primary" :loading="transferSubmitting" @click="submitTransfer">确认转移</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 

frontend/src/views/dashboard/MonthlyReport.vue

@@ -92,11 +92,13 @@ const handleGenerate = async () => {
 
     try {
         const token = userStore.token || localStorage.getItem('crm_token') || ''
+        const companyId = userStore.currentCompanyId || localStorage.getItem('crm_company_id') || ''
         const res = await fetch('/api/reports/generate', {
             method: 'POST',
             headers: {
                 'Content-Type': 'application/json',
                 'Authorization': `Bearer ${token}`,
+                'X-Company-Id': companyId,
             },
             body: JSON.stringify({
                 start_date: dateRange.value[0],

frontend/src/views/finance/SalesInvoice.vue

@@ -134,11 +134,65 @@ interface OcrQueueItem {
 }
 const ocrQueue = ref<OcrQueueItem[]>([])
 
+// --- 待确认列表（方案A：AI预填 + 人工审核） ---
+interface PendingInvoice {
+  issuer: string
+  receiver_customer_id: string
+  invoice_number: string
+  amount: number
+  billing_date: string
+  remark: string
+  _buyer_text: string  // OCR 识别的购买方原文（辅助展示）
+  _complete: boolean   // 数据是否完整
+}
+const pendingInvoices = ref<PendingInvoice[]>([])
+const pendingSubmitting = ref(false)
+
+const submitAllPending = async () => {
+    const valid = pendingInvoices.value.filter(p => p.issuer && p.invoice_number && p.amount > 0 && p.receiver_customer_id)
+    if (!valid.length) {
+        ElMessage.warning('没有可提交的完整发票，请补全必填字段')
+        return
+    }
+    pendingSubmitting.value = true
+    let ok = 0
+    for (const inv of valid) {
+        try {
+            await request.post('/api/finance/sales-invoices', {
+                issuer: inv.issuer,
+                receiver_customer_id: inv.receiver_customer_id,
+                invoice_number: inv.invoice_number,
+                amount: inv.amount,
+                billing_date: inv.billing_date,
+                remark: inv.remark || 'AI批量导入',
+            })
+            ok++
+        } catch {}
+    }
+    pendingSubmitting.value = false
+    ElMessage.success(`批量创建完成：${ok}/${valid.length} 成功`)
+    // 移除已成功的，保留失败的
+    pendingInvoices.value = pendingInvoices.value.filter(p => !(p.issuer && p.invoice_number && p.amount > 0 && p.receiver_customer_id))
+    handleSearch()
+}
+
+const removePending = (idx: number) => { pendingInvoices.value.splice(idx, 1) }
+const clearPending = () => { pendingInvoices.value = [] }
+
+// 为待确认列表行搜索客户
+const searchCustomerForPending = async (query: string, row: PendingInvoice) => {
+    if (!query) return
+    await handleCustomerSearch(query)
+    if (customerOptions.value.length > 0) {
+        row.receiver_customer_id = customerOptions.value[0].id
+    }
+}
+
 const handleOCRUpload = async (_file: UploadFile, fileList: any[]) => {
     const rawFiles = fileList.filter((f: any) => f.raw).map((f: any) => f.raw as File)
     if (!rawFiles.length) return
 
-    // 单文件：填入表单（旧逻辑）
+    // 单文件：填入表单
     if (rawFiles.length === 1) {
         const file = rawFiles[0]
         uploadProcessing.value = true
@@ -164,7 +218,7 @@ const handleOCRUpload = async (_file: UploadFile, fileList: any[]) => {
             addForm.invoice_number = aiData.invoice_num || aiData.invoice_number || addForm.invoice_number
             addForm.amount = parseFloat(aiData.amount) || addForm.amount
             addForm.billing_date = aiData.date || addForm.billing_date
-            const buyerName = (aiData.buyer_name || aiData.customer_name || '').replace(/[\r\n\t]/g, '').trim()
+            const buyerName = (aiData.buyer || aiData.buyer_name || aiData.customer_name || '').replace(/[\r\n\t]/g, '').trim()
             if (buyerName) {
                 await handleCustomerSearch(buyerName)
                 if (customerOptions.value.length > 0) {
@@ -185,7 +239,7 @@ const handleOCRUpload = async (_file: UploadFile, fileList: any[]) => {
         return
     }
 
-    // 多文件：批量处理，逐个 OCR + 自动创建
+    // 多文件：批量 OCR → 暂存到待确认列表
     ocrQueue.value = rawFiles.map(f => ({ name: f.name, status: 'waiting' as const, message: '' }))
     uploadProcessing.value = true
     uploadAbortController = new AbortController()
@@ -218,7 +272,7 @@ const handleOCRUpload = async (_file: UploadFile, fileList: any[]) => {
             const invoiceNumber = aiData.invoice_num || aiData.invoice_number || ''
             const amount = parseFloat(aiData.amount) || 0
             const billingDate = aiData.date || new Date().toISOString().split('T')[0]
-            const buyerName = (aiData.buyer_name || aiData.customer_name || '').replace(/[\r\n\t]/g, '').trim()
+            const buyerName = (aiData.buyer || aiData.buyer_name || aiData.customer_name || '').replace(/[\r\n\t]/g, '').trim()
 
             // 自动查找客户
             let customerId = ''
@@ -227,17 +281,22 @@ const handleOCRUpload = async (_file: UploadFile, fileList: any[]) => {
                 if (customerOptions.value.length > 0) customerId = customerOptions.value[0].id
             }
 
-            if (issuer && invoiceNumber && amount > 0 && customerId) {
-                await request.post('/api/finance/sales-invoices', {
-                    issuer, receiver_customer_id: customerId, invoice_number: invoiceNumber,
-                    amount, billing_date: billingDate, remark: 'AI批量导入',
-                })
-                ocrQueue.value[i].status = 'success'
-                ocrQueue.value[i].message = `✅ ${invoiceNumber}`
-            } else {
-                ocrQueue.value[i].status = 'error'
-                ocrQueue.value[i].message = '⚠️ 数据不完整，请手动创建'
-            }
+            const isComplete = !!(issuer && invoiceNumber && amount > 0 && customerId)
+            pendingInvoices.value.push({
+                issuer,
+                receiver_customer_id: customerId,
+                invoice_number: invoiceNumber,
+                amount,
+                billing_date: billingDate,
+                remark: '',
+                _buyer_text: buyerName,
+                _complete: isComplete,
+            })
+
+            ocrQueue.value[i].status = isComplete ? 'success' : 'error'
+            ocrQueue.value[i].message = isComplete
+                ? `✅ ${invoiceNumber || file.name}`
+                : `⚠️ 待补全 → 已加入确认列表`
         } catch (e: any) {
             if (e.name === 'AbortError') break
             ocrQueue.value[i].status = 'error'
@@ -248,11 +307,10 @@ const handleOCRUpload = async (_file: UploadFile, fileList: any[]) => {
     uploadProcessing.value = false
     uploadAbortController = null
     if (!signal.aborted) {
-        const ok = ocrQueue.value.filter(q => q.status === 'success').length
-        ElMessage.success(`批量处理完成：${ok}/${rawFiles.length} 自动创建成功`)
-        handleSearch()
+        const complete = pendingInvoices.value.filter(p => p._complete).length
+        ElMessage.success(`AI 解析完成：${complete}/${rawFiles.length} 数据完整，请在下方确认列表中审核后提交`)
     }
-    setTimeout(() => { ocrQueue.value = [] }, 5000)
+    // 不自动清空队列，由用户手动关闭
 }
 
 // --- Dialog 关闭保护 ---
@@ -436,13 +494,13 @@ onMounted(fetchList)
         </el-card>
 
         <!-- 新增发票弹窗 -->
-        <el-dialog v-model="addDialogVisible" title="发票智能录入" width="600px" destroy-on-close :before-close="handleDialogClose">
+        <el-dialog v-model="addDialogVisible" title="发票智能录入" width="960px" destroy-on-close :before-close="handleDialogClose">
             <div style="margin-bottom: 20px" v-loading="uploadProcessing || aiParsing" :element-loading-text="uploadProcessing ? '文件上传中...' : '🤖 AI 正在识别发票表单字段...'">
                 <el-upload
                     drag
                     :auto-upload="false"
                     :show-file-list="false"
-                    accept=".pdf,.jpg,.jpeg,.png"
+                    accept=".pdf,.jpg,.jpeg,.png,.md,.ofd,.xml"
                     multiple
                     @change="handleOCRUpload"
                 >
@@ -450,10 +508,14 @@ onMounted(fetchList)
                     <div class="el-upload__text">
                         将发票原件(PDF/图片)拖到此处，或 <em>点击上传进行AI填单</em>
                     </div>
-                    <div class="el-upload__tip" style="font-size:12px;color:#909399">支持 PDF/图片/MD 文件。单文件自动填入表单，多文件自动批量创建发票</div>
+                    <div class="el-upload__tip" style="font-size:12px;color:#909399">支持 PDF / 图片 / MD / OFD / XML 文件。单文件自动填入表单，多文件自动批量创建发票</div>
                 </el-upload>
                 <!-- 批量处理队列 -->
                 <div v-if="ocrQueue.length" style="margin-top: 10px">
+                    <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:4px">
+                        <span style="font-size:13px; color:#606266; font-weight:500">📋 解析进度</span>
+                        <el-button size="small" link @click="ocrQueue = []">清空</el-button>
+                    </div>
                     <div v-for="(item, idx) in ocrQueue" :key="idx" style="display:flex; justify-content:space-between; align-items:center; padding: 4px 8px; border-bottom: 1px solid #f0f0f0; font-size: 13px">
                         <span style="color:#606266; overflow:hidden; text-overflow:ellipsis; white-space:nowrap; max-width:280px">{{ item.name }}</span>
                         <el-tag v-if="item.status === 'waiting'" size="small" type="info" effect="plain">等待中</el-tag>
@@ -462,6 +524,67 @@ onMounted(fetchList)
                         <el-tag v-else size="small" type="danger" effect="dark">{{ item.message }}</el-tag>
                     </div>
                 </div>
+
+                <!-- 待确认列表（方案A：AI预填 + 人工审核） -->
+                <div v-if="pendingInvoices.length" style="margin-top: 16px">
+                    <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:8px">
+                        <span style="font-size:14px; font-weight:600; color:#303133">🛒 待确认发票（{{ pendingInvoices.length }}条）</span>
+                        <div>
+                            <el-button size="small" @click="clearPending">清空</el-button>
+                            <el-button type="primary" size="small" :loading="pendingSubmitting" @click="submitAllPending">
+                                ✅ 一键全部创建
+                            </el-button>
+                        </div>
+                    </div>
+                    <el-table :data="pendingInvoices" border stripe size="small" max-height="300px" style="width:100%">
+                        <el-table-column label="开票方" min-width="140">
+                            <template #default="{ row }">
+                                <el-input v-model="row.issuer" size="small" placeholder="开票方"
+                                    :class="{ 'field-warning': !row.issuer }" />
+                            </template>
+                        </el-table-column>
+                        <el-table-column label="发票号" min-width="140">
+                            <template #default="{ row }">
+                                <el-input v-model="row.invoice_number" size="small" placeholder="发票号"
+                                    :class="{ 'field-warning': !row.invoice_number }" />
+                            </template>
+                        </el-table-column>
+                        <el-table-column label="金额" width="100">
+                            <template #default="{ row }">
+                                <el-input-number v-model="row.amount" :min="0" :precision="2" size="small" style="width:85px"
+                                    :class="{ 'field-warning': !row.amount || row.amount <= 0 }" />
+                            </template>
+                        </el-table-column>
+                        <el-table-column label="日期" width="140">
+                            <template #default="{ row }">
+                                <el-date-picker v-model="row.billing_date" type="date" value-format="YYYY-MM-DD" size="small" style="width:100%" />
+                            </template>
+                        </el-table-column>
+                        <el-table-column label="受票客户" min-width="160">
+                            <template #default="{ row }">
+                                <el-select
+                                    v-model="row.receiver_customer_id"
+                                    filterable remote clearable reserve-keyword
+                                    :placeholder="row._buyer_text || '搜索客户'"
+                                    :remote-method="(q: string) => handleCustomerSearch(q)"
+                                    :loading="customerSearchLoading"
+                                    size="small" style="width:100%"
+                                    :class="{ 'field-warning': !row.receiver_customer_id }"
+                                >
+                                    <el-option v-for="item in customerOptions" :key="item.id" :label="item.name" :value="item.id">
+                                        <span>{{ item.name }}</span>
+                                        <span style="color: #999; font-size: 11px; margin-left: 6px">{{ item.level }}级</span>
+                                    </el-option>
+                                </el-select>
+                            </template>
+                        </el-table-column>
+                        <el-table-column label="" width="40">
+                            <template #default="{ $index }">
+                                <el-button type="danger" link size="small" @click="removePending($index)">✕</el-button>
+                            </template>
+                        </el-table-column>
+                    </el-table>
+                </div>
             </div>
             
             <el-form ref="addFormRef" :model="addForm" :rules="addFormRules" label-width="100px">
@@ -558,4 +681,10 @@ onMounted(fetchList)
     display: flex;
     justify-content: flex-end;
 }
+:deep(.field-warning .el-input__wrapper),
+:deep(.field-warning .el-input-number .el-input__wrapper),
+:deep(.field-warning .el-select .el-input__wrapper) {
+    box-shadow: 0 0 0 1px #e6a23c inset !important;
+    background: #fdf6ec !important;
+}
 </style>

frontend/src/views/finance/index.vue

@@ -5,7 +5,7 @@
  * Tab 2: 购物车式新建报销（AI 一键生成草稿）
  * Tab 3: 报销大盘与审批（A4 打印 + Excel 导出 + 审批态只读）
  */
-import { ref, reactive, computed, onMounted, onBeforeUnmount, nextTick, watch } from 'vue'
+import { ref, reactive, computed, onMounted, nextTick, watch } from 'vue'
 import { Search, Plus, Delete, View, Check, Close, RefreshLeft, Download, Printer, Link } from '@element-plus/icons-vue'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import type { FormInstance, FormRules, UploadFile } from 'element-plus'
@@ -43,89 +43,142 @@ const fetchInvoices = async () => {
 
 watch(invCategory, () => { invPage.value = 1; fetchInvoices() })
 
-// ── 拖拽上传 + AI 解析链路（批量队列） ──
+// ── 拖拽上传 + 分流（XML/ZIP即时入池, 图片PDF入队列） ──
 const uploadProcessing = ref(false)
-const aiParsing = ref(false)
 
 interface QueueItem {
   name: string
-  status: 'waiting' | 'processing' | 'success' | 'error'
+  status: 'waiting' | 'processing' | 'success' | 'error' | 'queued'
   message: string
+  taskId?: string
 }
 const uploadQueue = ref<QueueItem[]>([])
-let uploadAbortController: AbortController | null = null
 
 const handleUploadChange = async (_file: UploadFile, fileList: any[]) => {
-  // 收集所有新增文件的 raw
   const rawFiles = fileList.filter((f: any) => f.raw).map((f: any) => f.raw as File)
   if (!rawFiles.length) return
 
-  // 初始化队列
-  uploadQueue.value = rawFiles.map(f => ({ name: f.name, status: 'waiting' as const, message: '' }))
+  uploadQueue.value = rawFiles.map(f => ({ name: f.name, status: 'processing' as const, message: '上传中...' }))
   uploadProcessing.value = true
-  uploadAbortController = new AbortController()
-  const signal = uploadAbortController.signal
 
-  for (let i = 0; i < rawFiles.length; i++) {
-    if (signal.aborted) break
-
-    const file = rawFiles[i]
-    uploadQueue.value[i].status = 'processing'
-    uploadQueue.value[i].message = '🤖 AI 正在解析...'
-
-    try {
-      const formData = new FormData()
-      formData.append('file', file)
-      formData.append('scene', 'invoice')
-
-      const response = await fetch('/api/finance/ocr', {
-        method: 'POST',
-        headers: { 'Authorization': `Bearer ${userStore.token}` },
-        body: formData,
-        signal,
-      })
-
-      if (!response.ok) throw new Error(`HTTP ${response.status}`)
-      const result = await response.json()
-      if (result.code !== 200) throw new Error(result.message || 'OCR 识别失败')
-
-      const ocrResult = result.data || {}
-      const aiData = ocrResult.ocr_data || {}
-      const fileUrl = ocrResult.file_url || `/uploads/${file.name}`
-
-      const ocrSuccess = !!(aiData.merchant || aiData.merchant_name || aiData.amount)
-      const merchant = aiData.merchant || aiData.merchant_name || '（AI 未识别）'
-      const amount = parseFloat(aiData.amount) || 0
-      const invoiceDate = aiData.date || new Date().toISOString().slice(0, 10)
-
-      await request.post('/api/finance/invoices', {
-        merchant_name: merchant, amount, invoice_date: invoiceDate,
-        type: invCategory.value, file_url: fileUrl, ai_extracted_data: aiData,
-      })
-
-      uploadQueue.value[i].status = 'success'
-      uploadQueue.value[i].message = ocrSuccess
-        ? `✅ ${merchant} ￥${amount}`
-        : '⚠️ 已上传，AI未能识别'
-    } catch (e: any) {
-      if (e.name === 'AbortError') break
-      uploadQueue.value[i].status = 'error'
-      uploadQueue.value[i].message = `❌ ${e.message || '处理失败'}`
+  try {
+    const formData = new FormData()
+    for (const file of rawFiles) {
+      formData.append('files', file)
     }
-  }
+    formData.append('scene', 'invoice')
+    formData.append('inv_type', invCategory.value)
 
-  uploadProcessing.value = false
-  uploadAbortController = null
-  if (!signal.aborted) {
-    const successCount = uploadQueue.value.filter(q => q.status === 'success').length
-    ElMessage.success(`批量处理完成：${successCount}/${rawFiles.length} 成功`)
+    const response = await fetch('/api/finance/upload-batch', {
+      method: 'POST',
+      headers: { 'Authorization': `Bearer ${userStore.token}`, 'X-Company-Id': userStore.currentCompanyId || '' },
+      body: formData,
+    })
+
+    if (!response.ok) throw new Error(`HTTP ${response.status}`)
+    const result = await response.json()
+    if (result.code !== 200) throw new Error(result.message || '上传失败')
+
+    const batchResults = result.data?.results || []
+    uploadQueue.value = batchResults.map((r: any) => ({
+      name: r.filename || '',
+      status: r.action === 'pooled' ? 'success' : r.action === 'queued' ? 'queued' : 'error',
+      message: r.message || '',
+      taskId: r.task_id,
+    }))
+
+    ElMessage.success(result.message || '批量处理完成')
     fetchInvoices()
+    if (batchResults.some((r: any) => r.action === 'queued')) {
+      fetchOcrTasks()
+    }
+  } catch (e: any) {
+    uploadQueue.value = rawFiles.map(f => ({ name: f.name, status: 'error' as const, message: `❌ ${e.message}` }))
+    ElMessage.error(e.message || '上传失败')
+  } finally {
+    uploadProcessing.value = false
   }
-
-  // 3秒后清空队列
-  setTimeout(() => { uploadQueue.value = [] }, 3000)
 }
 
+// ── OCR 任务队列 ──
+const ocrTasksLoading = ref(false)
+const ocrTasks = ref<any[]>([])
+const ocrTasksTotal = ref(0)
+const ocrTasksPage = ref(1)
+const ocrTasksStatusFilter = ref('')
+
+const fetchOcrTasks = async () => {
+  ocrTasksLoading.value = true
+  try {
+    const params: Record<string, any> = { page: ocrTasksPage.value, size: 20 }
+    if (ocrTasksStatusFilter.value) params.status = ocrTasksStatusFilter.value
+    const data: any = await request.get('/api/finance/ocr-tasks', { params })
+    ocrTasks.value = data?.items || []
+    ocrTasksTotal.value = data?.total || 0
+  } catch {}
+  finally { ocrTasksLoading.value = false }
+}
+
+const retryOcrTask = async (taskId: string) => {
+  try {
+    await request.post(`/api/finance/ocr-tasks/${taskId}/retry`)
+    ElMessage.success('任务已重新入队')
+    fetchOcrTasks()
+  } catch {}
+}
+
+const deleteOcrTask = async (taskId: string) => {
+  try {
+    await ElMessageBox.confirm('确定取消此任务？', '确认')
+  } catch { return }
+  try {
+    await request.delete(`/api/finance/ocr-tasks/${taskId}`)
+    ElMessage.success('任务已取消')
+    fetchOcrTasks()
+  } catch {}
+}
+
+const changePriority = async (taskId: string, delta: number) => {
+  const task = ocrTasks.value.find((t: any) => t.id === taskId)
+  if (!task) return
+  try {
+    await request.put(`/api/finance/ocr-tasks/${taskId}/priority`, { priority: Math.max(1, task.priority + delta) })
+    fetchOcrTasks()
+  } catch {}
+}
+
+// 手动录入弹窗（for OCR failed tasks）
+const manualDialogVisible = ref(false)
+const manualTaskId = ref('')
+const manualForm = reactive({ merchant_name: '', amount: 0, invoice_date: '' })
+
+const openManualInput = (task: any) => {
+  manualTaskId.value = task.id
+  const ocr = task.ocr_result || {}
+  manualForm.merchant_name = ocr.merchant || ocr.merchant_name || ''
+  manualForm.amount = parseFloat(ocr.amount) || 0
+  manualForm.invoice_date = ocr.date || ''
+  manualDialogVisible.value = true
+}
+
+const submitManualInput = async () => {
+  if (!manualForm.merchant_name.trim()) { ElMessage.warning('请填写开票方'); return }
+  try {
+    await request.post(`/api/finance/ocr-tasks/${manualTaskId.value}/manual`, {
+      merchant_name: manualForm.merchant_name,
+      amount: manualForm.amount,
+      invoice_date: manualForm.invoice_date || null,
+    })
+    ElMessage.success('手动录入成功，发票已入池')
+    manualDialogVisible.value = false
+    fetchOcrTasks()
+    fetchInvoices()
+  } catch {}
+}
+
+const ocrStatusLabel = (s: string) => ({ pending: '⏳ 待处理', processing: '⚙️ 处理中', success: '✅ 已完成', failed: '❌ 失败', manual: '✏️ 手动' }[s] || s)
+const ocrStatusType = (s: string) => ({ pending: 'info', processing: 'warning', success: 'success', failed: 'danger', manual: '' }[s] || 'info')
+
 // 手动录入弹窗
 const invDialogVisible = ref(false)
 const invSubmitting = ref(false)
@@ -456,12 +509,10 @@ const exportExcel = async () => {
 const formatCurrency = (v: number) => `￥${v?.toLocaleString('zh-CN', { minimumFractionDigits: 2 })}`
 
 onMounted(() => { fetchInvoices() })
-onBeforeUnmount(() => {
-  if (uploadAbortController) { uploadAbortController.abort(); uploadAbortController = null }
-})
 watch(activeTab, (tab) => {
   if (tab === 'create') fetchAvailableInvoices()
   if (tab === 'expenses') fetchExpenses()
+  if (tab === 'ocr-queue') fetchOcrTasks()
 })
 </script>
 
@@ -477,21 +528,21 @@ watch(activeTab, (tab) => {
 
           <!-- 拖拽上传区（支持多文件） -->
           <div class="upload-zone">
-            <el-upload drag :auto-upload="false" :show-file-list="false" accept=".pdf,.jpg,.jpeg,.png"
+            <el-upload drag :auto-upload="false" :show-file-list="false" accept=".pdf,.jpg,.jpeg,.png,.md,.ofd,.xml,.zip"
               multiple @change="handleUploadChange">
               <div class="upload-inner">
                 <el-icon style="font-size:40px; color:#409eff"><Plus /></el-icon>
                 <div class="upload-text">拖拽发票文件到此处，或 <em>点击上传</em></div>
-                <div class="upload-hint">支持 PDF / JPG / PNG / MD，可一次选择多个文件批量上传，AI 自动排队解析</div>
+                <div class="upload-hint">支持 ZIP / XML / OFD（即时入池） | PDF / JPG / PNG（后台排队 OCR）</div>
               </div>
             </el-upload>
-            <!-- 批量上传队列状态 -->
+            <!-- 批量上传结果状态 -->
             <div v-if="uploadQueue.length" class="upload-queue">
               <div v-for="(item, idx) in uploadQueue" :key="idx" class="queue-item">
                 <span class="queue-name">{{ item.name }}</span>
-                <el-tag v-if="item.status === 'waiting'" size="small" type="info" effect="plain">等待中</el-tag>
-                <el-tag v-else-if="item.status === 'processing'" size="small" type="warning" effect="dark">处理中...</el-tag>
+                <el-tag v-if="item.status === 'processing'" size="small" type="warning" effect="dark">上传中...</el-tag>
                 <el-tag v-else-if="item.status === 'success'" size="small" type="success" effect="dark">{{ item.message }}</el-tag>
+                <el-tag v-else-if="item.status === 'queued'" size="small" type="primary" effect="plain">{{ item.message }}</el-tag>
                 <el-tag v-else size="small" type="danger" effect="dark">{{ item.message }}</el-tag>
               </div>
             </div>
@@ -548,6 +599,97 @@ watch(activeTab, (tab) => {
             @size-change="(s: number) => { invSize = s; invPage = 1; fetchInvoices() }" />
         </el-tab-pane>
 
+        <!-- ═══════ Tab 1.5: OCR 处理队列 ═══════ -->
+        <el-tab-pane name="ocr-queue">
+          <template #label>
+            <span>📋 OCR 队列
+              <el-badge v-if="ocrTasks.filter((t: any) => t.status === 'pending' || t.status === 'processing').length"
+                :value="ocrTasks.filter((t: any) => t.status === 'pending' || t.status === 'processing').length"
+                type="warning" style="margin-left:4px" />
+            </span>
+          </template>
+
+          <div class="tab-toolbar">
+            <el-form :inline="true" class="filter-form">
+              <el-form-item label="状态">
+                <el-select v-model="ocrTasksStatusFilter" clearable placeholder="全部" style="width:130px"
+                  @change="() => { ocrTasksPage = 1; fetchOcrTasks() }">
+                  <el-option label="待处理" value="pending" />
+                  <el-option label="处理中" value="processing" />
+                  <el-option label="已完成" value="success" />
+                  <el-option label="失败" value="failed" />
+                  <el-option label="手动" value="manual" />
+                </el-select>
+              </el-form-item>
+              <el-form-item>
+                <el-button type="primary" :icon="Search" @click="fetchOcrTasks">刷新</el-button>
+              </el-form-item>
+            </el-form>
+            <el-alert type="info" :closable="false" show-icon style="flex:1; margin-left:16px">
+              <template #title>处理策略：工作时间限流（1并发+60s间隔），17:00-20:00 全速处理</template>
+            </el-alert>
+          </div>
+
+          <el-table :data="ocrTasks" v-loading="ocrTasksLoading" stripe border style="width:100%" height="calc(100vh - 380px)">
+            <el-table-column type="index" label="#" width="50" />
+            <el-table-column prop="original_name" label="文件名" min-width="200" show-overflow-tooltip>
+              <template #default="{ row }">
+                <span style="font-family: Consolas, monospace;">{{ row.original_name }}</span>
+                <el-tag size="small" effect="plain" style="margin-left:6px">{{ row.file_ext }}</el-tag>
+              </template>
+            </el-table-column>
+            <el-table-column label="状态" width="120" align="center">
+              <template #default="{ row }">
+                <el-tag :type="(ocrStatusType(row.status) as any)" effect="dark" size="small">{{ ocrStatusLabel(row.status) }}</el-tag>
+              </template>
+            </el-table-column>
+            <el-table-column label="优先级" width="80" align="center">
+              <template #default="{ row }">
+                <span style="font-weight:bold">{{ row.priority }}</span>
+              </template>
+            </el-table-column>
+            <el-table-column label="重试" width="70" align="center">
+              <template #default="{ row }">{{ row.retry_count }}/{{ row.max_retries }}</template>
+            </el-table-column>
+            <el-table-column prop="error_message" label="错误信息" min-width="200" show-overflow-tooltip>
+              <template #default="{ row }">
+                <span v-if="row.error_message" style="color:#f56c6c; font-size:12px">{{ row.error_message }}</span>
+                <span v-else-if="row.status === 'success'" style="color:#67c23a; font-size:12px">已入池</span>
+                <span v-else style="color:#c0c4cc">-</span>
+              </template>
+            </el-table-column>
+            <el-table-column prop="uploader_name" label="上传人" width="90" align="center" />
+            <el-table-column prop="created_at" label="创建时间" width="155" show-overflow-tooltip />
+            <el-table-column label="操作" width="220" fixed="right">
+              <template #default="{ row }">
+                <template v-if="row.status === 'pending'">
+                  <el-button type="primary" link size="small" @click="changePriority(row.id, -10)">↑ 提前</el-button>
+                  <el-button type="info" link size="small" @click="changePriority(row.id, 10)">↓ 推后</el-button>
+                  <el-button type="danger" link size="small" @click="deleteOcrTask(row.id)">取消</el-button>
+                </template>
+                <template v-else-if="row.status === 'failed'">
+                  <el-button type="warning" link size="small" @click="retryOcrTask(row.id)">🔄 重试</el-button>
+                  <el-button type="success" link size="small" @click="openManualInput(row)">✏️ 手动</el-button>
+                  <el-button type="danger" link size="small" @click="deleteOcrTask(row.id)">删除</el-button>
+                </template>
+                <template v-else-if="row.status === 'success'">
+                  <el-tag size="small" type="success" effect="plain">已入池</el-tag>
+                </template>
+                <template v-else-if="row.status === 'processing'">
+                  <el-tag size="small" type="warning" effect="dark">处理中...</el-tag>
+                </template>
+                <template v-else>
+                  <span style="color:#c0c4cc">-</span>
+                </template>
+              </template>
+            </el-table-column>
+          </el-table>
+
+          <el-pagination style="margin-top:12px; justify-content:flex-end" background
+            layout="total, prev, pager, next" :total="ocrTasksTotal" :page-size="20" :current-page="ocrTasksPage"
+            @current-change="(p: number) => { ocrTasksPage = p; fetchOcrTasks() }" />
+        </el-tab-pane>
+
         <!-- ═══════ Tab 2: 新建报销（AI 一键生成草稿） ═══════ -->
         <el-tab-pane label="📝 新建报销" name="create">
           <el-row :gutter="20">
@@ -743,6 +885,28 @@ watch(activeTab, (tab) => {
         </template>
       </div>
     </el-drawer>
+
+    <!-- ═══════ OCR 失败任务手动录入弹窗 ═══════ -->
+    <el-dialog v-model="manualDialogVisible" title="✏️ 手动录入发票信息" width="450px" destroy-on-close>
+      <el-alert type="warning" :closable="false" show-icon style="margin-bottom:16px">
+        <template #title>OCR 未能识别此发票，请手动填写关键字段后入池</template>
+      </el-alert>
+      <el-form label-width="80px">
+        <el-form-item label="开票方" required>
+          <el-input v-model="manualForm.merchant_name" placeholder="开票方名称" />
+        </el-form-item>
+        <el-form-item label="金额" required>
+          <el-input-number v-model="manualForm.amount" :min="0" :precision="2" style="width:100%" />
+        </el-form-item>
+        <el-form-item label="开票日期">
+          <el-date-picker v-model="manualForm.invoice_date" type="date" value-format="YYYY-MM-DD" style="width:100%" />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="manualDialogVisible = false">取消</el-button>
+        <el-button type="primary" @click="submitManualInput">确认录入</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 

frontend/src/views/logs/index.vue

@@ -1,11 +1,17 @@
 <script setup lang="ts">
-import { ref, onMounted } from 'vue'
-import { Search, Document, Plus, Refresh } from '@element-plus/icons-vue'
-import { ElMessage } from 'element-plus'
+/**
+ * CRM 销售日志
+ * GET  /api/sales-logs (分页 + keyword 搜索)
+ * POST /api/sales-logs (创建日志)
+ */
+import { ref, reactive, computed, onMounted, watch } from 'vue'
+import { useRoute } from 'vue-router'
+import { Search, Plus, Refresh, EditPen, Delete } from '@element-plus/icons-vue'
+import { ElMessage, ElMessageBox } from 'element-plus'
 import request from '@/api/request'
-import { useRouter } from 'vue-router'
+import { useUserStore } from '@/store/user'
 
-const router = useRouter()
+const route = useRoute()
 
 const loading = ref(false)
 const logs = ref<any[]>([])
@@ -15,6 +21,7 @@ const size = ref(20)
 const keyword = ref('')
 const dateRange = ref<string[]>([])
 
+// --- 拉取日志列表 ---
 const fetchLogs = async () => {
   loading.value = true
   try {
@@ -37,7 +44,169 @@ const fetchLogs = async () => {
 const handleSearch = () => { page.value = 1; fetchLogs() }
 const handlePageChange = (p: number) => { page.value = p; fetchLogs() }
 
-onMounted(fetchLogs)
+// --- 写日志弹窗 ---
+const newLogVisible = ref(false)
+const newLogSubmitting = ref(false)
+const newLogForm = reactive({
+  content: '',
+  customer_id: '',
+  contact_ids: [] as string[],
+  log_date: new Date().toISOString().slice(0, 10),
+})
+const customerOptions = ref<any[]>([])
+const customerSearchLoading = ref(false)
+const contactOptions = ref<any[]>([])
+const contactLoading = ref(false)
+
+const openNewLogDialog = () => {
+  newLogForm.content = ''
+  newLogForm.customer_id = ''
+  newLogForm.contact_ids = []
+  newLogForm.log_date = new Date().toISOString().slice(0, 10)
+  contactOptions.value = []
+  newLogVisible.value = true
+}
+
+// 选择客户后加载联系人
+const onCustomerChange = async (customerId: string) => {
+  newLogForm.contact_ids = []
+  contactOptions.value = []
+  if (!customerId) return
+  contactLoading.value = true
+  try {
+    const data: any = await request.get(`/api/customers/${customerId}/contacts`)
+    contactOptions.value = data || []
+  } catch { /* ignore */ } finally {
+    contactLoading.value = false
+  }
+}
+
+// 远程搜索客户
+const searchCustomers = async (q: string) => {
+  if (!q || q.length < 1) return
+  customerSearchLoading.value = true
+  try {
+    const data: any = await request.get('/api/customers/search', { params: { q } })
+    customerOptions.value = data || []
+  } catch { /* ignore */ } finally {
+    customerSearchLoading.value = false
+  }
+}
+
+const submitNewLog = async () => {
+  if (!newLogForm.content.trim()) {
+    ElMessage.warning('请输入日志内容')
+    return
+  }
+  newLogSubmitting.value = true
+  try {
+    const body: Record<string, any> = {
+      content: newLogForm.content,
+      log_date: newLogForm.log_date,
+    }
+    if (newLogForm.customer_id) body.customer_id = newLogForm.customer_id
+    if (newLogForm.contact_ids.length) body.contact_ids = newLogForm.contact_ids
+    await request.post('/api/sales-logs', body)
+    ElMessage.success('日志创建成功')
+    newLogVisible.value = false
+    fetchLogs()
+  } catch (e: any) {
+    ElMessage.error(e?.response?.data?.message || '创建失败')
+  } finally {
+    newLogSubmitting.value = false
+  }
+}
+
+// --- 查看详情 ---
+const detailVisible = ref(false)
+const detailRow = ref<any>({})
+const viewDetail = (row: any) => {
+  detailRow.value = row
+  detailVisible.value = true
+}
+
+// --- 编辑日志 ---
+const editVisible = ref(false)
+const editSubmitting = ref(false)
+const editForm = reactive({
+  id: '',
+  content: '',
+  customer_id: '',
+  contact_ids: [] as string[],
+  log_date: '',
+})
+
+const openEditDialog = async (row: any) => {
+  editForm.id = row.id
+  editForm.content = row.content
+  editForm.customer_id = row.customer_id || ''
+  editForm.contact_ids = row.contact_ids || []
+  editForm.log_date = row.log_date || ''
+  // 加载客户选项（如果有关联客户）
+  if (row.customer_name && row.customer_id) {
+    customerOptions.value = [{ id: row.customer_id, name: row.customer_name }]
+    await onCustomerChange(row.customer_id)
+  }
+  editVisible.value = true
+}
+
+const submitEdit = async () => {
+  if (!editForm.content.trim()) {
+    ElMessage.warning('日志内容不能为空')
+    return
+  }
+  editSubmitting.value = true
+  try {
+    const body: Record<string, any> = { content: editForm.content }
+    if (editForm.log_date) body.log_date = editForm.log_date
+    body.customer_id = editForm.customer_id || null
+    body.contact_ids = editForm.contact_ids
+    await request.put(`/api/sales-logs/${editForm.id}`, body)
+    ElMessage.success('日志更新成功')
+    editVisible.value = false
+    fetchLogs()
+  } catch (e: any) {
+    ElMessage.error(e?.response?.data?.message || '更新失败')
+  } finally {
+    editSubmitting.value = false
+  }
+}
+
+// --- 删除日志 ---
+const handleDelete = async (row: any) => {
+  try {
+    await ElMessageBox.confirm('确定删除这条日志？删除后不可恢复。', '删除确认', {
+      type: 'warning',
+      confirmButtonText: '确定删除',
+      cancelButtonText: '取消',
+    })
+    await request.delete(`/api/sales-logs/${row.id}`)
+    ElMessage.success('日志已删除')
+    fetchLogs()
+  } catch (e: any) {
+    if (e !== 'cancel') {
+      ElMessage.error(e?.response?.data?.message || '删除失败')
+    }
+  }
+}
+
+// --- 权限判断 ---
+const userStore = useUserStore()
+const isAdmin = computed(() => userStore.dataScope === 'all')
+const canOperate = (row: any) => {
+  return isAdmin.value || row.salesperson_id === userStore.userInfo?.user_id
+}
+
+// --- ?action=new 自动弹出 ---
+onMounted(() => {
+  fetchLogs()
+  if (route.query.action === 'new') {
+    openNewLogDialog()
+  }
+})
+watch(() => route.query.action, (v) => {
+  if (v === 'new') openNewLogDialog()
+})
 </script>
 
 <template>
@@ -45,7 +214,7 @@ onMounted(fetchLogs)
     <!-- 搜索栏 -->
     <el-card shadow="never" class="filter-card">
       <el-row :gutter="12" align="middle">
-        <el-col :span="8">
+        <el-col :span="7">
           <el-input
             v-model="keyword"
             placeholder="搜索日志内容..."
@@ -67,10 +236,10 @@ onMounted(fetchLogs)
             style="width: 100%"
           />
         </el-col>
-        <el-col :span="8">
+        <el-col :span="9">
           <el-button type="primary" :icon="Search" @click="handleSearch">搜索</el-button>
           <el-button :icon="Refresh" @click="keyword = ''; dateRange = []; handleSearch()">重置</el-button>
-          <el-button type="success" :icon="Plus" @click="router.push('/logs?action=new')">写日志</el-button>
+          <el-button type="success" :icon="Plus" @click="openNewLogDialog">写日志</el-button>
         </el-col>
       </el-row>
     </el-card>
@@ -91,6 +260,13 @@ onMounted(fetchLogs)
             {{ row.created_at?.slice(0, 16)?.replace('T', ' ') }}
           </template>
         </el-table-column>
+        <el-table-column label="操作" width="180" fixed="right">
+          <template #default="{ row }">
+            <el-button type="primary" link :icon="EditPen" @click="viewDetail(row)">查看</el-button>
+            <el-button v-if="canOperate(row)" type="warning" link :icon="EditPen" @click="openEditDialog(row)">编辑</el-button>
+            <el-button v-if="canOperate(row)" type="danger" link :icon="Delete" @click="handleDelete(row)">删除</el-button>
+          </template>
+        </el-table-column>
       </el-table>
 
       <div class="pagination-wrap" v-if="total > size">
@@ -103,6 +279,192 @@ onMounted(fetchLogs)
         />
       </div>
     </el-card>
+
+    <!-- 写日志弹窗 -->
+    <el-dialog v-model="newLogVisible" title="写销售日志" width="560px" destroy-on-close>
+      <el-form label-width="80px">
+        <el-form-item label="日志日期" required>
+          <el-date-picker
+            v-model="newLogForm.log_date"
+            type="date"
+            placeholder="选择日期"
+            value-format="YYYY-MM-DD"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="关联客户">
+          <el-select
+            v-model="newLogForm.customer_id"
+            filterable
+            remote
+            clearable
+            placeholder="输入客户名称搜索（可选）"
+            :remote-method="searchCustomers"
+            :loading="customerSearchLoading"
+            @change="onCustomerChange"
+            style="width: 100%"
+          >
+            <el-option
+              v-for="c in customerOptions"
+              :key="c.id"
+              :label="c.name"
+              :value="c.id"
+            />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="关联联系人" v-if="newLogForm.customer_id">
+          <el-select
+            v-model="newLogForm.contact_ids"
+            multiple
+            clearable
+            :loading="contactLoading"
+            placeholder="选择联系人（可多选，用于生成联系人画像）"
+            style="width: 100%"
+          >
+            <el-option
+              v-for="c in contactOptions"
+              :key="c.id"
+              :label="c.name + (c.position ? ` (${c.position})` : '')"
+              :value="c.id"
+            />
+          </el-select>
+          <div style="font-size: 12px; color: #909399; margin-top: 4px">
+            选择联系人后，AI 将自动提取并更新联系人画像 (Buyer Persona)
+          </div>
+        </el-form-item>
+        <el-form-item label="日志内容" required>
+          <el-input
+            v-model="newLogForm.content"
+            type="textarea"
+            :rows="6"
+            placeholder="记录今日客户拜访、沟通、跟进等内容..."
+            maxlength="5000"
+            show-word-limit
+          />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="newLogVisible = false">取消</el-button>
+        <el-button type="primary" :loading="newLogSubmitting" @click="submitNewLog">提交日志</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 查看详情弹窗（含 AI 教练评估面板） -->
+    <el-dialog v-model="detailVisible" title="日志详情" width="680px">
+      <el-descriptions :column="1" border>
+        <el-descriptions-item label="日期">{{ detailRow.log_date }}</el-descriptions-item>
+        <el-descriptions-item label="关联客户">{{ detailRow.customer_name || '未关联' }}</el-descriptions-item>
+        <el-descriptions-item label="记录人">{{ detailRow.author_name }}</el-descriptions-item>
+        <el-descriptions-item label="创建时间">{{ detailRow.created_at?.slice(0, 16)?.replace('T', ' ') }}</el-descriptions-item>
+      </el-descriptions>
+      <div class="detail-content">
+        <h4 style="margin: 16px 0 8px">日志内容</h4>
+        <div class="content-box">{{ detailRow.content }}</div>
+      </div>
+
+      <!-- 🧠 AI 教练评估面板 -->
+      <el-card shadow="never" style="margin-top: 16px; border-radius: 8px;" class="coaching-card">
+        <template #header>
+          <div style="display: flex; justify-content: space-between; align-items: center;">
+            <span style="font-weight: bold;">🧠 AI 教练评估</span>
+            <el-tag v-if="detailRow.ai_coaching_feedback" type="success" size="small" effect="dark">已分析</el-tag>
+            <el-tag v-else type="info" size="small" effect="plain">等待分析</el-tag>
+          </div>
+        </template>
+
+        <template v-if="detailRow.ai_coaching_feedback">
+          <!-- MEDDIC 评分 -->
+          <div v-if="detailRow.ai_coaching_feedback.meddic" style="margin-bottom: 16px;">
+            <h5 style="margin: 0 0 8px; color: #606266;">📊 MEDDIC 评分</h5>
+            <div class="meddic-grid">
+              <div v-for="(val, key) in detailRow.ai_coaching_feedback.meddic" :key="key" class="meddic-item">
+                <div class="meddic-label">{{ key }}</div>
+                <el-progress :percentage="(val || 0) * 10" :stroke-width="8"
+                  :color="(val || 0) >= 7 ? '#67c23a' : (val || 0) >= 4 ? '#e6a23c' : '#f56c6c'" />
+              </div>
+            </div>
+          </div>
+
+          <!-- SPIN 提问建议 -->
+          <div v-if="detailRow.ai_coaching_feedback.spin_questions" style="margin-bottom: 16px;">
+            <h5 style="margin: 0 0 8px; color: #606266;">💡 SPIN 提问建议</h5>
+            <ul style="padding-left: 20px; margin: 0; line-height: 1.8;">
+              <li v-for="(q, i) in detailRow.ai_coaching_feedback.spin_questions" :key="i" style="color: #303133; font-size: 13px;">{{ q }}</li>
+            </ul>
+          </div>
+
+          <!-- 教练总评 -->
+          <div v-if="detailRow.ai_coaching_feedback.summary">
+            <h5 style="margin: 0 0 8px; color: #606266;">📝 教练总评</h5>
+            <div class="content-box" style="font-size: 13px;">{{ detailRow.ai_coaching_feedback.summary }}</div>
+          </div>
+
+          <!-- 原始 JSON 兜底 -->
+          <div v-if="!detailRow.ai_coaching_feedback.meddic && !detailRow.ai_coaching_feedback.spin_questions && !detailRow.ai_coaching_feedback.summary">
+            <pre style="font-size: 12px; background: #f5f7fa; padding: 8px; border-radius: 4px; overflow-x: auto;">{{ JSON.stringify(detailRow.ai_coaching_feedback, null, 2) }}</pre>
+          </div>
+        </template>
+
+        <template v-else>
+          <el-skeleton :rows="4" animated />
+          <p style="color: #909399; font-size: 13px; margin-top: 8px; text-align: center;">
+            AI 教练正在分析此日志，反馈将在 Dify Workflow 处理完成后自动显示
+          </p>
+        </template>
+      </el-card>
+
+      <template #footer>
+        <el-button @click="detailVisible = false">关闭</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 编辑日志弹窗 -->
+    <el-dialog v-model="editVisible" title="编辑销售日志" width="560px" destroy-on-close>
+      <el-form label-width="80px">
+        <el-form-item label="日志日期">
+          <el-date-picker
+            v-model="editForm.log_date"
+            type="date"
+            placeholder="选择日期"
+            value-format="YYYY-MM-DD"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="关联客户">
+          <el-select
+            v-model="editForm.customer_id"
+            filterable
+            remote
+            clearable
+            placeholder="输入客户名称搜索"
+            :remote-method="searchCustomers"
+            :loading="customerSearchLoading"
+            @change="onCustomerChange"
+            style="width: 100%"
+          >
+            <el-option v-for="c in customerOptions" :key="c.id" :label="c.name" :value="c.id" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="关联联系人" v-if="editForm.customer_id">
+          <el-select
+            v-model="editForm.contact_ids"
+            multiple clearable
+            :loading="contactLoading"
+            placeholder="选择联系人"
+            style="width: 100%"
+          >
+            <el-option v-for="c in contactOptions" :key="c.id" :label="c.name + (c.position ? ` (${c.position})` : '')" :value="c.id" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="日志内容" required>
+          <el-input v-model="editForm.content" type="textarea" :rows="6" maxlength="5000" show-word-limit />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="editVisible = false">取消</el-button>
+        <el-button type="primary" :loading="editSubmitting" @click="submitEdit">保存修改</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
@@ -121,4 +483,34 @@ onMounted(fetchLogs)
   justify-content: flex-end;
   margin-top: 16px;
 }
+.content-box {
+  background: #f5f7fa;
+  border-radius: 6px;
+  padding: 12px 16px;
+  white-space: pre-wrap;
+  line-height: 1.6;
+  font-size: 14px;
+  color: #303133;
+  min-height: 80px;
+}
+.meddic-grid {
+  display: grid;
+  grid-template-columns: repeat(3, 1fr);
+  gap: 12px;
+}
+.meddic-item {
+  background: #f5f7fa;
+  border-radius: 6px;
+  padding: 8px 12px;
+}
+.meddic-label {
+  font-size: 11px;
+  color: #909399;
+  text-transform: uppercase;
+  margin-bottom: 4px;
+  font-weight: bold;
+}
+.coaching-card {
+  background: linear-gradient(135deg, #f0f9ff 0%, #f5f3ff 100%);
+}
 </style>

frontend/src/views/orders/OrderDetail.vue

@@ -0,0 +1,556 @@
+<script setup lang="ts">
+/**
+ * 订单全景详情（独立全屏页）
+ * 包含：商品明细、发货记录、关联发票（含开票+关联/上传）、收款追踪
+ */
+import { ref, reactive, computed, onMounted, watch } from 'vue'
+import { useRouter, useRoute } from 'vue-router'
+import { ArrowLeft, Van, Tickets, Upload, Link as LinkIcon } from '@element-plus/icons-vue'
+import { ElMessage, ElMessageBox	 } from 'element-plus'
+import request from '@/api/request'
+
+const router = useRouter()
+const route = useRoute()
+const orderId = computed(() => route.query.id as string)
+
+// ═══════ 订单数据 ═══════
+const loading = ref(false)
+const order = ref<any>({})
+
+const fetchOrder = async () => {
+  if (!orderId.value) return
+  loading.value = true
+  try {
+    const data: any = await request.get(`/api/orders/${orderId.value}`)
+    order.value = data
+    paymentAmount.value = data.paid_amount || 0
+    fetchShippingHistory()
+    fetchOrderInvoices()
+  } catch { ElMessage.error('加载订单失败') }
+  finally { loading.value = false }
+}
+
+// ═══════ 发货记录 ═══════
+const shippingHistory = ref<any[]>([])
+const shippingHistoryLoading = ref(false)
+const fetchShippingHistory = async () => {
+  shippingHistoryLoading.value = true
+  try {
+    const data: any = await request.get(`/api/shipping/order/${orderId.value}`)
+    shippingHistory.value = data?.shipments || []
+  } catch {}
+  finally { shippingHistoryLoading.value = false }
+}
+
+// ═══════ 关联发票 ═══════
+const orderInvoices = ref<any[]>([])
+const invoicesLoading = ref(false)
+const fetchOrderInvoices = async () => {
+  invoicesLoading.value = true
+  try {
+    const data: any = await request.get(`/api/orders/${orderId.value}/invoices`)
+    orderInvoices.value = data || []
+  } catch {}
+  finally { invoicesLoading.value = false }
+}
+
+// ═══════ 收款标记 ═══════
+const paymentAmount = ref(0)
+const paymentSaving = ref(false)
+const handleMarkPayment = async () => {
+  if (!order.value.id) return
+  paymentSaving.value = true
+  try {
+    await request.put(`/api/orders/${order.value.id}/payment`, { paid_amount: paymentAmount.value })
+    ElMessage.success('收款状态已更新')
+    await fetchOrder()
+  } catch {}
+  finally { paymentSaving.value = false }
+}
+
+// ═══════ 开票明细预览弹窗 ═══════
+const invoicePreviewVisible = ref(false)
+const invoicePreviewLoading = ref(false)
+const invoicePreview = ref<any>({})
+const invoiceMode = ref<'full' | 'batch'>('full')
+const selectedShippingId = ref('')
+
+const openInvoicePreview = async (mode: 'full' | 'batch', shippingId?: string) => {
+  invoiceMode.value = mode
+  selectedShippingId.value = shippingId || ''
+  invoicePreviewLoading.value = true
+  invoicePreviewVisible.value = true
+  try {
+    const params: any = { mode }
+    if (mode === 'batch' && shippingId) params.shipping_id = shippingId
+    const data: any = await request.get(`/api/orders/${orderId.value}/invoice-detail-preview`, { params })
+    invoicePreview.value = data
+  } catch { ElMessage.error('生成开票明细失败') }
+  finally { invoicePreviewLoading.value = false }
+}
+
+// ═══════ 关联已有发票 ═══════
+const linkDialogVisible = ref(false)
+const unlinkSearchKey = ref('')
+const unlinkedInvoices = ref<any[]>([])
+const unlinkedLoading = ref(false)
+
+const openLinkDialog = async () => {
+  linkDialogVisible.value = true
+  unlinkSearchKey.value = ''
+  await fetchUnlinkedInvoices()
+}
+const fetchUnlinkedInvoices = async () => {
+  unlinkedLoading.value = true
+  try {
+    const params: any = {}
+    if (unlinkSearchKey.value) params.keyword = unlinkSearchKey.value
+    const data: any = await request.get('/api/orders/unlinked-invoices', { params })
+    unlinkedInvoices.value = data || []
+  } catch {}
+  finally { unlinkedLoading.value = false }
+}
+const handleLinkInvoice = async (inv: any) => {
+  try {
+    await ElMessageBox.confirm(`确认将发票 ${inv.invoice_number}（¥${inv.amount}）关联到本订单？`, '关联确认')
+  } catch { return }
+  try {
+    await request.post(`/api/orders/${orderId.value}/invoices/link`, {
+      invoice_id: inv.id,
+      shipping_record_id: selectedShippingId.value || null,
+    })
+    ElMessage.success('发票已关联')
+    linkDialogVisible.value = false
+    invoicePreviewVisible.value = false
+    fetchOrderInvoices()
+  } catch {}
+}
+
+// ═══════ 创建新发票（OCR + 手动） ═══════
+const createInvVisible = ref(false)
+const createInvForm = reactive({
+  invoice_number: '',
+  amount: 0,
+  issuer: '',
+  billing_date: '',
+  remark: '',
+})
+const ocrLoading = ref(false)
+const ocrMessage = ref('')
+const createInvSubmitting = ref(false)
+
+const openCreateInvoice = () => {
+  createInvForm.invoice_number = ''
+  createInvForm.amount = invoicePreview.value?.total_amount || 0
+  createInvForm.issuer = invoicePreview.value?.seller_name || ''
+  createInvForm.billing_date = new Date().toISOString().slice(0, 10)
+  createInvForm.remark = ''
+  ocrMessage.value = ''
+  createInvVisible.value = true
+}
+
+const handleUploadInvoiceFile = async (uploadFile: any) => {
+  ocrLoading.value = true
+  ocrMessage.value = '正在识别发票...'
+  try {
+    const formData = new FormData()
+    formData.append('file', uploadFile.raw || uploadFile.file)
+    formData.append('scene', 'invoice')
+    const resp: any = await request.post('/api/finance/ocr', formData)
+    const ocrData = resp?.ocr_data || {}
+    ocrMessage.value = resp?.message || '识别完成'
+
+    if (ocrData.invoice_number) createInvForm.invoice_number = ocrData.invoice_number
+    if (ocrData.amount) createInvForm.amount = parseFloat(ocrData.amount) || createInvForm.amount
+    if (ocrData.merchant) createInvForm.issuer = ocrData.merchant
+    if (ocrData.date) createInvForm.billing_date = ocrData.date
+
+    if (ocrData.invoice_number || ocrData.amount) {
+      ElMessage.success('发票识别成功，已自动填充')
+    } else {
+      ElMessage.warning('自动识别未提取到关键字段，请手动填写')
+    }
+  } catch (e: any) {
+    ocrMessage.value = '识别失败'
+    ElMessage.error('发票识别失败，请手动填写')
+  }
+  finally { ocrLoading.value = false }
+}
+
+const submitCreateInvoice = async () => {
+  if (!createInvForm.invoice_number.trim()) { ElMessage.warning('请填写发票号'); return }
+  if (createInvForm.amount <= 0) { ElMessage.warning('金额需大于0'); return }
+  if (!createInvForm.issuer.trim()) { ElMessage.warning('请填写开票方名称'); return }
+
+  createInvSubmitting.value = true
+  try {
+    await request.post(`/api/orders/${orderId.value}/invoices/create`, {
+      invoice_number: createInvForm.invoice_number,
+      amount: createInvForm.amount,
+      issuer: createInvForm.issuer,
+      billing_date: createInvForm.billing_date,
+      remark: createInvForm.remark,
+      receiver_customer_id: invoicePreview.value?.customer_id || null,
+      shipping_record_id: selectedShippingId.value || null,
+    })
+    ElMessage.success('发票创建并关联成功')
+    createInvVisible.value = false
+    invoicePreviewVisible.value = false
+    fetchOrderInvoices()
+  } catch {}
+  finally { createInvSubmitting.value = false }
+}
+
+// ═══════ 辅助 ═══════
+const activeTab = ref('items')
+const formatCurrency = (v: number) => `￥${(v || 0).toLocaleString('zh-CN', { minimumFractionDigits: 2 })}`
+const shippingTagType = (s: string) => ({ pending: 'info', partial: 'warning', shipped: 'success' }[s] || 'info')
+const shippingLabel = (s: string) => ({ pending: '待发货', partial: '部分发货', shipped: '已发货' }[s] || s)
+const paymentTagType = (s: string) => ({ unpaid: 'danger', partial: 'warning', cleared: 'success' }[s] || 'info')
+const paymentLabel = (s: string) => ({ unpaid: '未收款', partial: '部分收款', cleared: '已结清' }[s] || s)
+
+const goBack = () => router.push('/orders')
+
+onMounted(fetchOrder)
+</script>
+
+<template>
+  <div class="order-detail-page" v-loading="loading">
+    <!-- 顶部导航 -->
+    <div class="page-header">
+      <el-button :icon="ArrowLeft" @click="goBack">返回订单列表</el-button>
+      <div class="header-title">
+        <h2>订单全景详情</h2>
+        <el-tag v-if="order.order_no" type="primary" effect="dark" size="large" style="margin-left:12px; font-family: Consolas, monospace;">
+          {{ order.order_no }}
+        </el-tag>
+      </div>
+    </div>
+
+    <!-- 订单概览卡片 -->
+    <el-card class="overview-card" v-if="order.id">
+      <el-descriptions :column="4" border>
+        <el-descriptions-item label="客户">
+          <b>{{ order.customer_name }}</b>
+        </el-descriptions-item>
+        <el-descriptions-item label="业务员">{{ order.salesperson_name || '-' }}</el-descriptions-item>
+        <el-descriptions-item label="下单日期">{{ order.order_date }}</el-descriptions-item>
+        <el-descriptions-item label="订单金额">
+          <b style="color:#e6a23c; font-size:16px">{{ formatCurrency(order.total_amount) }}</b>
+        </el-descriptions-item>
+        <el-descriptions-item label="已收款">
+          <b style="color:#67c23a">{{ formatCurrency(order.paid_amount || 0) }}</b>
+        </el-descriptions-item>
+        <el-descriptions-item label="未收款">
+          <b style="color:#f56c6c">{{ formatCurrency((order.total_amount || 0) - (order.paid_amount || 0)) }}</b>
+        </el-descriptions-item>
+        <el-descriptions-item label="发货状态">
+          <el-tag :type="(shippingTagType(order.shipping_state) as any)" effect="dark" size="small">{{ shippingLabel(order.shipping_state) }}</el-tag>
+        </el-descriptions-item>
+        <el-descriptions-item label="收款状态">
+          <el-tag :type="(paymentTagType(order.payment_state) as any)" size="small">{{ paymentLabel(order.payment_state) }}</el-tag>
+        </el-descriptions-item>
+        <el-descriptions-item label="备注" :span="4">{{ order.remark || '-' }}</el-descriptions-item>
+      </el-descriptions>
+    </el-card>
+
+    <!-- Tabs 内容区 -->
+    <el-card class="content-card" v-if="order.id">
+      <el-tabs v-model="activeTab" type="border-card">
+        <!-- Tab 1: 商品明细 -->
+        <el-tab-pane label="📦 商品明细" name="items">
+          <el-table :data="order.items || []" border stripe style="width:100%">
+            <el-table-column type="index" label="#" width="50" />
+            <el-table-column prop="sku_code" label="SKU" width="160">
+              <template #default="{ row }"><span class="mono-bold">{{ row.sku_code }}</span></template>
+            </el-table-column>
+            <el-table-column prop="sku_name" label="产品名称" min-width="200" show-overflow-tooltip />
+            <el-table-column prop="spec" label="规格" width="100" />
+            <el-table-column label="单价" width="120" align="right">
+              <template #default="{ row }">{{ formatCurrency(row.unit_price) }}</template>
+            </el-table-column>
+            <el-table-column prop="qty" label="订购" width="80" align="center" />
+            <el-table-column label="已发" width="80" align="center">
+              <template #default="{ row }">
+                <span :style="{ color: row.shipped_qty >= row.qty ? '#67c23a' : '#e6a23c', fontWeight: 'bold' }">{{ row.shipped_qty }}</span>
+              </template>
+            </el-table-column>
+            <el-table-column label="小计" width="120" align="right">
+              <template #default="{ row }"><b>{{ formatCurrency(row.sub_total) }}</b></template>
+            </el-table-column>
+          </el-table>
+        </el-tab-pane>
+
+        <!-- Tab 2: 发货记录 -->
+        <el-tab-pane label="🚛 发货记录" name="shipping">
+          <div v-loading="shippingHistoryLoading">
+            <el-empty v-if="!shippingHistory.length" description="暂无发货记录" />
+            <el-timeline v-else>
+              <el-timeline-item
+                v-for="ship in shippingHistory" :key="ship.id"
+                :timestamp="ship.ship_date" placement="top"
+                :color="ship.status === 'delivered' ? '#67c23a' : '#409eff'"
+              >
+                <el-card shadow="hover" class="timeline-card">
+                  <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:8px">
+                    <span class="mono-bold">{{ ship.shipping_no }}</span>
+                    <el-tag size="small" :type="ship.status === 'delivered' ? 'success' : 'primary'" effect="dark">
+                      {{ ship.status === 'delivered' ? '已签收' : '运输中' }}
+                    </el-tag>
+                  </div>
+                  <p style="margin:4px 0; font-size:13px; color:#606266">物流：{{ ship.carrier || '-' }} | 单号：{{ ship.tracking_no || '-' }}</p>
+                  <p style="margin:4px 0; font-size:13px; color:#606266">操作人：{{ ship.operator_name || '-' }}</p>
+                  <el-table :data="ship.items" border size="small" style="margin-top:8px">
+                    <el-table-column prop="sku_code" label="SKU" width="140" />
+                    <el-table-column prop="sku_name" label="产品" min-width="130" />
+                    <el-table-column prop="spec" label="规格" width="100">
+                      <template #default="{ row }">{{ row.spec || '-' }}</template>
+                    </el-table-column>
+                    <el-table-column label="发货数量" width="100" align="center">
+                      <template #default="{ row }">{{ row.shipped_qty }} {{ row.unit || '' }}</template>
+                    </el-table-column>
+                  </el-table>
+                </el-card>
+              </el-timeline-item>
+            </el-timeline>
+          </div>
+        </el-tab-pane>
+
+        <!-- Tab 3: 关联发票（增强） -->
+        <el-tab-pane label="🎟️ 关联发票" name="invoices">
+          <div v-loading="invoicesLoading">
+            <!-- 操作按钮区 -->
+            <div class="invoice-actions">
+              <el-button type="primary" :icon="Tickets" @click="openInvoicePreview('full')">整体开票</el-button>
+              <el-dropdown v-if="shippingHistory.length" trigger="click" @command="(id: string) => openInvoicePreview('batch', id)">
+                <el-button type="success" :icon="Van">按发货批次开票<el-icon class="el-icon--right"><arrow-down /></el-icon></el-button>
+                <template #dropdown>
+                  <el-dropdown-menu>
+                    <el-dropdown-item v-for="ship in shippingHistory" :key="ship.id" :command="ship.id">
+                      {{ ship.shipping_no }} ({{ ship.ship_date }})
+                    </el-dropdown-item>
+                  </el-dropdown-menu>
+                </template>
+              </el-dropdown>
+            </div>
+
+            <!-- 已关联发票列表 -->
+            <el-empty v-if="!orderInvoices.length" description="暂无关联发票" style="margin-top:16px" />
+            <el-table v-else :data="orderInvoices" border stripe size="small" style="margin-top:16px">
+              <el-table-column prop="invoice_number" label="发票号" width="180">
+                <template #default="{ row }"><span class="mono-bold">{{ row.invoice_number }}</span></template>
+              </el-table-column>
+              <el-table-column prop="issuer" label="开票方" min-width="150" show-overflow-tooltip />
+              <el-table-column prop="receiver_name" label="购买方" min-width="150" show-overflow-tooltip />
+              <el-table-column label="金额" width="120" align="right">
+                <template #default="{ row }"><b>{{ formatCurrency(row.amount) }}</b></template>
+              </el-table-column>
+              <el-table-column prop="billing_date" label="开票日期" width="110" />
+              <el-table-column label="回款状态" width="100" align="center">
+                <template #default="{ row }">
+                  <el-tag :type="row.payment_status === '已回款' ? 'success' : row.payment_status === '部分回款' ? 'warning' : 'danger'" size="small">
+                    {{ row.payment_status }}
+                  </el-tag>
+                </template>
+              </el-table-column>
+              <el-table-column prop="payment_due_date" label="回款截止日" width="110" />
+            </el-table>
+          </div>
+        </el-tab-pane>
+
+        <!-- Tab 4: 收款追踪 -->
+        <el-tab-pane label="💰 收款追踪" name="payment">
+          <el-descriptions :column="2" border style="margin-bottom: 16px;">
+            <el-descriptions-item label="订单金额"><b>{{ formatCurrency(order.total_amount) }}</b></el-descriptions-item>
+            <el-descriptions-item label="已收款"><b style="color:#67c23a">{{ formatCurrency(order.paid_amount || 0) }}</b></el-descriptions-item>
+            <el-descriptions-item label="未收款"><b style="color:#f56c6c">{{ formatCurrency((order.total_amount || 0) - (order.paid_amount || 0)) }}</b></el-descriptions-item>
+            <el-descriptions-item label="收款状态">
+              <el-tag :type="(paymentTagType(order.payment_state) as any)" size="small">{{ paymentLabel(order.payment_state) }}</el-tag>
+            </el-descriptions-item>
+          </el-descriptions>
+          <el-form :inline="true" style="margin-top: 12px;">
+            <el-form-item label="录入收款金额">
+              <el-input-number v-model="paymentAmount" :min="0" :precision="2" style="width: 200px" />
+            </el-form-item>
+            <el-form-item>
+              <el-button type="primary" :loading="paymentSaving" @click="handleMarkPayment">更新收款</el-button>
+            </el-form-item>
+            <el-form-item>
+              <el-button type="success" @click="paymentAmount = order.total_amount; handleMarkPayment()">一键结清</el-button>
+            </el-form-item>
+          </el-form>
+        </el-tab-pane>
+      </el-tabs>
+    </el-card>
+
+    <!-- ═══════ 开票明细预览弹窗 ═══════ -->
+    <el-dialog v-model="invoicePreviewVisible" title="📋 开票明细预览" width="800px" destroy-on-close>
+      <div v-loading="invoicePreviewLoading">
+        <el-descriptions :column="2" border style="margin-bottom:16px">
+          <el-descriptions-item label="买方（客户）"><b>{{ invoicePreview.buyer_name }}</b></el-descriptions-item>
+          <el-descriptions-item label="卖方（我方）"><b>{{ invoicePreview.seller_name }}</b></el-descriptions-item>
+          <el-descriptions-item label="订单编号">{{ invoicePreview.order_no }}</el-descriptions-item>
+          <el-descriptions-item label="开票模式">
+            <el-tag :type="invoiceMode === 'full' ? 'primary' : 'success'" size="small" effect="dark">
+              {{ invoiceMode === 'full' ? '整体开票' : '按发货批次' }}
+            </el-tag>
+          </el-descriptions-item>
+        </el-descriptions>
+
+        <el-table :data="invoicePreview.items || []" border stripe size="small">
+          <el-table-column type="index" label="#" width="50" />
+          <el-table-column prop="sku_code" label="SKU" width="140" />
+          <el-table-column prop="sku_name" label="产品名称" min-width="180" show-overflow-tooltip />
+          <el-table-column prop="spec" label="规格" width="90" />
+          <el-table-column label="数量" width="80" align="center">
+            <template #default="{ row }">{{ row.qty }} {{ row.unit || '' }}</template>
+          </el-table-column>
+          <el-table-column label="单价" width="100" align="right">
+            <template #default="{ row }">{{ formatCurrency(row.unit_price) }}</template>
+          </el-table-column>
+          <el-table-column label="小计" width="110" align="right">
+            <template #default="{ row }"><b>{{ formatCurrency(row.sub_total) }}</b></template>
+          </el-table-column>
+        </el-table>
+
+        <div class="preview-total">
+          合计金额：<b style="color:#e6a23c; font-size:18px">{{ formatCurrency(invoicePreview.total_amount || 0) }}</b>
+        </div>
+      </div>
+
+      <template #footer>
+        <el-button @click="invoicePreviewVisible = false">取消</el-button>
+        <el-button type="warning" :icon="LinkIcon" @click="openLinkDialog">关联已有发票</el-button>
+        <el-button type="primary" :icon="Upload" @click="openCreateInvoice">创建/上传发票</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- ═══════ 关联已有发票弹窗 ═══════ -->
+    <el-dialog v-model="linkDialogVisible" title="🔗 关联已有发票" width="650px" destroy-on-close>
+      <el-input v-model="unlinkSearchKey" placeholder="搜索发票号..." clearable style="margin-bottom:12px"
+        @input="fetchUnlinkedInvoices" />
+      <el-table v-loading="unlinkedLoading" :data="unlinkedInvoices" border stripe size="small" max-height="400">
+        <el-table-column prop="invoice_number" label="发票号" width="160">
+          <template #default="{ row }"><span class="mono-bold">{{ row.invoice_number }}</span></template>
+        </el-table-column>
+        <el-table-column prop="issuer" label="开票方" min-width="140" show-overflow-tooltip />
+        <el-table-column prop="receiver_name" label="购买方" min-width="140" show-overflow-tooltip />
+        <el-table-column label="金额" width="110" align="right">
+          <template #default="{ row }"><b>{{ formatCurrency(row.amount) }}</b></template>
+        </el-table-column>
+        <el-table-column prop="billing_date" label="开票日期" width="100" />
+        <el-table-column label="" width="80" fixed="right">
+          <template #default="{ row }">
+            <el-button type="primary" size="small" @click="handleLinkInvoice(row)">关联</el-button>
+          </template>
+        </el-table-column>
+      </el-table>
+      <el-empty v-if="!unlinkedInvoices.length && !unlinkedLoading" description="暂无未关联的发票" />
+    </el-dialog>
+
+    <!-- ═══════ 创建新发票弹窗（OCR + 手动） ═══════ -->
+    <el-dialog v-model="createInvVisible" title="📄 创建发票并关联" width="550px" destroy-on-close>
+      <el-alert type="info" :closable="false" style="margin-bottom:16px" show-icon>
+        <template #title>
+          上传发票文件（XML / PDF / 图片），系统自动识别填充；识别失败可手动填写
+        </template>
+      </el-alert>
+
+      <el-upload
+        :auto-upload="false"
+        :show-file-list="false"
+        accept=".xml,.pdf,.png,.jpg,.jpeg,.ofd"
+        @change="handleUploadInvoiceFile"
+      >
+        <el-button type="success" :icon="Upload" :loading="ocrLoading">
+          {{ ocrLoading ? '识别中...' : '上传发票文件' }}
+        </el-button>
+      </el-upload>
+      <el-tag v-if="ocrMessage" :type="ocrMessage.includes('成功') ? 'success' : 'warning'" style="margin-top:8px">
+        {{ ocrMessage }}
+      </el-tag>
+
+      <el-divider />
+
+      <el-form label-width="90px">
+        <el-form-item label="发票号" required>
+          <el-input v-model="createInvForm.invoice_number" placeholder="如 12345678" />
+        </el-form-item>
+        <el-form-item label="开票金额" required>
+          <el-input-number v-model="createInvForm.amount" :min="0" :precision="2" style="width:100%" />
+        </el-form-item>
+        <el-form-item label="开票方" required>
+          <el-input v-model="createInvForm.issuer" placeholder="卖方公司名称" />
+        </el-form-item>
+        <el-form-item label="开票日期">
+          <el-date-picker v-model="createInvForm.billing_date" type="date" value-format="YYYY-MM-DD" style="width:100%" />
+        </el-form-item>
+        <el-form-item label="备注">
+          <el-input v-model="createInvForm.remark" type="textarea" :rows="2" />
+        </el-form-item>
+      </el-form>
+
+      <template #footer>
+        <el-button @click="createInvVisible = false">取消</el-button>
+        <el-button type="primary" :loading="createInvSubmitting" @click="submitCreateInvoice">确认创建并关联</el-button>
+      </template>
+    </el-dialog>
+  </div>
+</template>
+
+<style scoped>
+.order-detail-page {
+  display: flex;
+  flex-direction: column;
+  gap: 16px;
+  height: 100%;
+  padding: 0;
+}
+.page-header {
+  display: flex;
+  align-items: center;
+  gap: 16px;
+  padding: 8px 0;
+}
+.header-title {
+  display: flex;
+  align-items: center;
+}
+.header-title h2 {
+  margin: 0;
+  font-size: 18px;
+  font-weight: 600;
+}
+.overview-card {
+  border-radius: 8px;
+  border: none;
+  box-shadow: 0 1px 4px rgba(0,21,41,0.08);
+}
+.content-card {
+  flex: 1;
+  border-radius: 8px;
+  border: none;
+  box-shadow: 0 1px 4px rgba(0,21,41,0.08);
+}
+.mono-bold {
+  font-family: Consolas, 'Courier New', monospace;
+  font-weight: bold;
+  color: #409eff;
+}
+.timeline-card {
+  border-radius: 6px;
+}
+.timeline-card p {
+  line-height: 1.4;
+}
+.invoice-actions {
+  display: flex;
+  gap: 12px;
+  flex-wrap: wrap;
+}
+.preview-total {
+  margin-top: 16px;
+  text-align: right;
+  font-size: 15px;
+}
+</style>

frontend/src/views/orders/index.vue

@@ -4,11 +4,14 @@
  * 列表 + 开单 + 详情（含发货记录 timeline）+ 安排发货弹窗（防超发）
  */
 import { ref, reactive, computed, onMounted, nextTick, watch } from 'vue'
+import { useRouter } from 'vue-router'
 import { Search, Plus, View, Delete, Van } from '@element-plus/icons-vue'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import type { FormInstance, FormRules } from 'element-plus'
 import request from '@/api/request'
 
+const router = useRouter()
+
 // ════════════════════════ 订单列表 ════════════════════════
 const loading = ref(false)
 const orderList = ref<any[]>([])
@@ -43,34 +46,8 @@ const paymentLabel = (s: string) => ({ unpaid: '未收款', partial: '部分收
 const formatCurrency = (v: number) => `￥${v?.toLocaleString('zh-CN', { minimumFractionDigits: 2 })}`
 
 // ════════════════════════ 订单详情 ════════════════════════
-const detailVisible = ref(false)
-const detailLoading = ref(false)
-const currentOrder = ref<any>({})
-const activeDetailTab = ref('items')
-const shippingHistory = ref<any[]>([])
-const shippingHistoryLoading = ref(false)
-
-const openDetail = async (row: any) => {
-  activeDetailTab.value = 'items'
-  detailVisible.value = true
-  detailLoading.value = true
-  shippingHistory.value = []
-  try {
-    const data: any = await request.get(`/api/orders/${row.id}`)
-    currentOrder.value = data
-    // 同时加载发货轨迹
-    fetchShippingHistory(row.id)
-  } catch {}
-  finally { detailLoading.value = false }
-}
-
-const fetchShippingHistory = async (orderId: string) => {
-  shippingHistoryLoading.value = true
-  try {
-    const data: any = await request.get(`/api/shipping/order/${orderId}`)
-    shippingHistory.value = data?.shipments || []
-  } catch {}
-  finally { shippingHistoryLoading.value = false }
+const openDetail = (row: any) => {
+  router.push({ path: '/orders/detail', query: { id: row.id } })
 }
 
 // ════════════════════════ 沉浸式开单 ════════════════════════
@@ -241,10 +218,6 @@ const submitShipping = async () => {
     ElMessage.success('发货成功，库存已同步扣减')
     shipDialogVisible.value = false
     fetchOrders()
-    // 如果详情也开着，刷新它
-    if (detailVisible.value && currentOrder.value.id === shipOrder.value.id) {
-      openDetail(shipOrder.value)
-    }
   } catch {}
   finally { shipSubmitting.value = false }
 }
@@ -381,87 +354,6 @@ onMounted(fetchOrders)
       </template>
     </el-drawer>
 
-    <!-- ═══════ 4. 订单详情抽屉（含发货轨迹 tab）═══════ -->
-    <el-drawer v-model="detailVisible" title="订单全景详情" size="750px">
-      <div v-loading="detailLoading">
-        <template v-if="currentOrder.id">
-          <el-descriptions :column="2" border>
-            <el-descriptions-item label="订单编号"><span class="order-id-bold">{{ currentOrder.order_no }}</span></el-descriptions-item>
-            <el-descriptions-item label="客户">{{ currentOrder.customer_name }}</el-descriptions-item>
-            <el-descriptions-item label="业务员">{{ currentOrder.salesperson_name || '-' }}</el-descriptions-item>
-            <el-descriptions-item label="下单日期">{{ currentOrder.order_date }}</el-descriptions-item>
-            <el-descriptions-item label="订单金额"><b style="color:#e6a23c">{{ formatCurrency(currentOrder.total_amount) }}</b></el-descriptions-item>
-            <el-descriptions-item label="已收款">{{ formatCurrency(currentOrder.paid_amount || 0) }}</el-descriptions-item>
-            <el-descriptions-item label="发货状态">
-              <el-tag :type="(shippingTagType(currentOrder.shipping_state) as any)" effect="dark" size="small">{{ shippingLabel(currentOrder.shipping_state) }}</el-tag>
-            </el-descriptions-item>
-            <el-descriptions-item label="收款状态">
-              <el-tag :type="(paymentTagType(currentOrder.payment_state) as any)" size="small">{{ paymentLabel(currentOrder.payment_state) }}</el-tag>
-            </el-descriptions-item>
-            <el-descriptions-item label="备注" :span="2">{{ currentOrder.remark || '-' }}</el-descriptions-item>
-          </el-descriptions>
-
-          <el-tabs v-model="activeDetailTab" style="margin-top:16px">
-            <!-- Tab 1: 商品明细 -->
-            <el-tab-pane label="📦 商品明细" name="items">
-              <el-table :data="currentOrder.items || []" border stripe style="width:100%">
-                <el-table-column prop="sku_code" label="SKU" width="180"><template #default="{ row }"><span class="sku-bold">{{ row.sku_code }}</span></template></el-table-column>
-                <el-table-column prop="sku_name" label="产品名称" min-width="180" show-overflow-tooltip />
-                <el-table-column prop="spec" label="规格" width="100" />
-                <el-table-column label="单价" width="110" align="right"><template #default="{ row }">{{ formatCurrency(row.unit_price) }}</template></el-table-column>
-                <el-table-column prop="qty" label="订购" width="70" align="center" />
-                <el-table-column label="已发" width="70" align="center">
-                  <template #default="{ row }">
-                    <span :style="{ color: row.shipped_qty >= row.qty ? '#67c23a' : '#e6a23c', fontWeight: 'bold' }">{{ row.shipped_qty }}</span>
-                  </template>
-                </el-table-column>
-                <el-table-column label="小计" width="110" align="right"><template #default="{ row }"><b>{{ formatCurrency(row.sub_total) }}</b></template></el-table-column>
-              </el-table>
-            </el-tab-pane>
-
-            <!-- Tab 2: 发货记录 -->
-            <el-tab-pane label="🚛 发货记录" name="shipping">
-              <div v-loading="shippingHistoryLoading">
-                <el-empty v-if="!shippingHistory.length" description="暂无发货记录" />
-                <el-timeline v-else>
-                  <el-timeline-item
-                    v-for="ship in shippingHistory" :key="ship.id"
-                    :timestamp="ship.ship_date" placement="top"
-                    :color="ship.status === 'delivered' ? '#67c23a' : '#409eff'"
-                  >
-                    <el-card shadow="hover" class="timeline-card">
-                      <div style="display:flex; justify-content:space-between; align-items:center; margin-bottom:8px">
-                        <span class="order-id-bold">{{ ship.shipping_no }}</span>
-                        <el-tag size="small" :type="ship.status === 'delivered' ? 'success' : 'primary'" effect="dark">
-                          {{ ship.status === 'delivered' ? '已签收' : '运输中' }}
-                        </el-tag>
-                      </div>
-                      <p style="margin:4px 0; font-size:13px; color:#606266">物流：{{ ship.carrier || '-' }} | 单号：{{ ship.tracking_no || '-' }}</p>
-                      <p style="margin:4px 0; font-size:13px; color:#606266">操作人：{{ ship.operator_name || '-' }}</p>
-                      <el-table :data="ship.items" border size="small" style="margin-top:8px">
-                        <el-table-column prop="sku_code" label="SKU" width="140" />
-                        <el-table-column prop="sku_name" label="产品" min-width="130" />
-                        <el-table-column prop="spec" label="规格" width="100">
-                          <template #default="{ row }">{{ row.spec || '-' }}</template>
-                        </el-table-column>
-                        <el-table-column label="发货数量" width="100" align="center">
-                          <template #default="{ row }">{{ row.shipped_qty }} {{ row.unit || '' }}</template>
-                        </el-table-column>
-                      </el-table>
-                    </el-card>
-                  </el-timeline-item>
-                </el-timeline>
-              </div>
-            </el-tab-pane>
-          </el-tabs>
-
-          <!-- 详情页快速发货按钮 -->
-          <div v-if="currentOrder.shipping_state !== 'shipped'" style="margin-top:16px; text-align:right">
-            <el-button type="success" :icon="Van" @click="openShipDialog(currentOrder)">安排发货</el-button>
-          </div>
-        </template>
-      </div>
-    </el-drawer>
 
     <!-- ═══════ 5. 安排发货弹窗（防超发）═══════ -->
     <el-dialog v-model="shipDialogVisible" title="🚛 安排发货" width="750px" destroy-on-close>

frontend/src/views/products/index.vue

@@ -239,6 +239,7 @@ const invForm = reactive({
   qty: 1,
   reason: 'purchase',
   remark: '',
+  purchase_unit_price: 0,
 })
 
 const invRules = reactive<FormRules>({
@@ -259,7 +260,7 @@ const outReasons = [
 
 const openInventory = (row: any) => {
   currentInvSku.value = row
-  Object.assign(invForm, { direction: 'in', qty: 1, reason: 'purchase', remark: '' })
+  Object.assign(invForm, { direction: 'in', qty: 1, reason: 'purchase', remark: '', purchase_unit_price: 0 })
   invDialogVisible.value = true
   nextTick(() => invFormRef.value?.clearValidate())
 }
@@ -281,6 +282,7 @@ const submitInventory = async () => {
       change_qty: changeQty,
       reason: invForm.reason,
       remark: invForm.remark || null,
+      purchase_unit_price: invForm.direction === 'in' ? invForm.purchase_unit_price : 0,
     })
     ElMessage.success('库存变更成功')
     invDialogVisible.value = false
@@ -529,6 +531,10 @@ onMounted(async () => {
         <el-form-item label="变更数量" prop="qty">
           <el-input-number v-model="invForm.qty" :min="1" :max="99999" controls-position="right" style="width:100%" />
         </el-form-item>
+        <el-form-item v-if="invForm.direction === 'in'" label="采购单价">
+          <el-input-number v-model="invForm.purchase_unit_price" :min="0" :precision="2" controls-position="right" style="width:100%" />
+          <div style="font-size: 12px; color: #909399; margin-top: 4px;">用于 MWA 加权成本计算，0 表示不记入成本</div>
+        </el-form-item>
         <el-form-item label="操作备注">
           <el-input v-model="invForm.remark" type="textarea" :rows="2" placeholder="非必填，记录特殊单号或说明" />
         </el-form-item>

frontend/src/views/profit/index.vue

@@ -0,0 +1,91 @@
+<script setup lang="ts">
+/**
+ * 利润核算报表页
+ * GET /api/profit/report (按订单维度聚合)
+ */
+import { ref, onMounted } from 'vue'
+import { ElMessage } from 'element-plus'
+import request from '@/api/request'
+
+const loading = ref(false)
+const report = ref<any>({ orders: [], total_revenue: 0, total_profit: 0, overall_profit_rate: 0 })
+const dateRange = ref<[string, string] | null>(null)
+
+const fetchReport = async () => {
+  loading.value = true
+  try {
+    const params: Record<string, any> = {}
+    if (dateRange.value) {
+      params.start_date = dateRange.value[0]
+      params.end_date = dateRange.value[1]
+    }
+    const data: any = await request.get('/api/profit/report', { params })
+    report.value = data
+  } catch { /* */ } finally { loading.value = false }
+}
+
+onMounted(() => fetchReport())
+</script>
+
+<template>
+  <div class="profit-container">
+    <!-- 筛选 -->
+    <el-card shadow="never" class="filter-section">
+      <div style="display: flex; gap: 16px; align-items: center;">
+        <el-date-picker v-model="dateRange" type="daterange" range-separator="至"
+          start-placeholder="开始日期" end-placeholder="结束日期" value-format="YYYY-MM-DD" />
+        <el-button type="primary" @click="fetchReport">查询</el-button>
+      </div>
+    </el-card>
+
+    <!-- 汇总卡片 -->
+    <div class="summary-cards">
+      <el-card shadow="never">
+        <div class="stat-label">总营收</div>
+        <div class="stat-value">¥{{ (report.total_revenue || 0).toLocaleString('zh-CN', { minimumFractionDigits: 2 }) }}</div>
+      </el-card>
+      <el-card shadow="never">
+        <div class="stat-label">总利润</div>
+        <div class="stat-value" :class="{ 'text-success': report.total_profit > 0, 'text-danger': report.total_profit < 0 }">
+          ¥{{ (report.total_profit || 0).toLocaleString('zh-CN', { minimumFractionDigits: 2 }) }}
+        </div>
+      </el-card>
+      <el-card shadow="never">
+        <div class="stat-label">综合利润率</div>
+        <div class="stat-value">{{ report.overall_profit_rate || 0 }}%</div>
+      </el-card>
+    </div>
+
+    <!-- 明细表 -->
+    <el-card shadow="never">
+      <template #header><span style="font-weight: bold;">订单利润明细</span></template>
+      <el-table :data="report.orders || []" stripe border v-loading="loading">
+        <el-table-column prop="order_no" label="订单编号" width="200" />
+        <el-table-column prop="order_date" label="订单日期" width="120" />
+        <el-table-column label="营收" width="160" align="right">
+          <template #default="scope">¥{{ (scope.row.revenue || 0).toFixed(2) }}</template>
+        </el-table-column>
+        <el-table-column label="利润" width="160" align="right">
+          <template #default="scope">
+            <span :class="{ 'text-success': scope.row.profit > 0, 'text-danger': scope.row.profit < 0 }">
+              ¥{{ (scope.row.profit || 0).toFixed(2) }}
+            </span>
+          </template>
+        </el-table-column>
+        <el-table-column label="利润率" width="120" align="center">
+          <template #default="scope">{{ scope.row.profit_rate || 0 }}%</template>
+        </el-table-column>
+      </el-table>
+    </el-card>
+  </div>
+</template>
+
+<style scoped>
+.profit-container { display: flex; flex-direction: column; gap: 20px; }
+.filter-section { border-radius: 8px; border: none; box-shadow: 0 1px 4px rgba(0, 21, 41, 0.08); }
+.summary-cards { display: grid; grid-template-columns: repeat(3, 1fr); gap: 16px; }
+.stat-label { font-size: 14px; color: #909399; margin-bottom: 8px; }
+.stat-value { font-size: 28px; font-weight: bold; color: #303133; }
+.text-success { color: #67c23a; }
+.text-danger { color: #f56c6c; }
+</style>

frontend/src/views/settings/index.vue

@@ -5,7 +5,7 @@
  * Tab2: 角色管理（新增/编辑弹窗 + 权限分配面板 + JSONB menu_keys）
  */
 import { ref, reactive, onMounted, nextTick } from 'vue'
-import { Plus, Edit, Key, Lock, Setting, User, Operation, Check } from '@element-plus/icons-vue'
+import { Plus, Edit, Key, Lock, Setting, User, Operation, Check, OfficeBuilding } from '@element-plus/icons-vue'
 import { ElMessage, ElMessageBox, type FormInstance, type FormRules } from 'element-plus'
 import request from '@/api/request'
 
@@ -280,6 +280,57 @@ const submitRole = async () => {
   finally { roleSubmitting.value = false }
 }
 
+// ==========================================
+// Tab 3: 企业账号配置
+// ==========================================
+const companyLoading = ref(false)
+const companySaving = ref(false)
+const companyForm = reactive({
+  name: '',
+  code: '',
+  full_info: {
+    company_name: '',
+    tax_id: '',
+    address: '',
+    phone: '',
+    bank_name: '',
+    bank_account: '',
+  },
+})
+
+const fetchCompany = async () => {
+  companyLoading.value = true
+  try {
+    const data: any = await request.get('/api/companies/current')
+    if (data) {
+      companyForm.name = data.name || ''
+      companyForm.code = data.code || ''
+      const info = data.full_info || {}
+      Object.assign(companyForm.full_info, {
+        company_name: info.company_name || '',
+        tax_id: info.tax_id || '',
+        address: info.address || '',
+        phone: info.phone || '',
+        bank_name: info.bank_name || '',
+        bank_account: info.bank_account || '',
+      })
+    }
+  } catch (e) { console.warn('[Settings] fetchCompany error:', e) }
+  finally { companyLoading.value = false }
+}
+
+const saveCompany = async () => {
+  companySaving.value = true
+  try {
+    await request.put('/api/companies/current', {
+      name: companyForm.name,
+      full_info: companyForm.full_info,
+    })
+    ElMessage.success('企业信息已保存')
+  } catch { /* 统一处理 */ }
+  finally { companySaving.value = false }
+}
+
 // ==========================================
 // 初始化
 // ==========================================
@@ -289,6 +340,7 @@ onMounted(async () => {
   flatDepts.value = flattenDepts(orgTreeData.value)
   await fetchUsers()
   await fetchRoles()
+  fetchCompany()
 })
 </script>
 
@@ -429,6 +481,54 @@ onMounted(async () => {
           </el-row>
         </el-tab-pane>
 
+        <!-- ============================================== -->
+        <!-- Tab 3: 企业账号配置                            -->
+        <!-- ============================================== -->
+        <el-tab-pane name="company">
+          <template #label>
+            <span class="custom-tabs-label"><el-icon><OfficeBuilding /></el-icon><span>企业账号配置</span></span>
+          </template>
+
+          <el-card shadow="never" class="perm-card" v-loading="companyLoading">
+            <template #header>
+              <div class="perm-header">
+                <div class="card-header-bold">🏢 当前公司卖方信息</div>
+                <el-button type="success" :icon="Check" :loading="companySaving" @click="saveCompany">保存</el-button>
+              </div>
+            </template>
+
+            <el-form label-width="130px" style="max-width: 700px;">
+              <el-divider content-position="left">基本信息</el-divider>
+              <el-form-item label="公司简称">
+                <el-input v-model="companyForm.name" placeholder="系统内简称" />
+              </el-form-item>
+              <el-form-item label="公司编码">
+                <el-input v-model="companyForm.code" disabled />
+              </el-form-item>
+
+              <el-divider content-position="left">开票 / 合同卖方信息</el-divider>
+              <el-form-item label="企业全称">
+                <el-input v-model="companyForm.full_info.company_name" placeholder="营业执照上的全称" />
+              </el-form-item>
+              <el-form-item label="纳税人识别号">
+                <el-input v-model="companyForm.full_info.tax_id" placeholder="统一社会信用代码" />
+              </el-form-item>
+              <el-form-item label="注册地址">
+                <el-input v-model="companyForm.full_info.address" placeholder="公司注册地址" />
+              </el-form-item>
+              <el-form-item label="企业电话">
+                <el-input v-model="companyForm.full_info.phone" placeholder="公司电话" />
+              </el-form-item>
+              <el-form-item label="开户银行">
+                <el-input v-model="companyForm.full_info.bank_name" placeholder="开户行名称" />
+              </el-form-item>
+              <el-form-item label="银行账号">
+                <el-input v-model="companyForm.full_info.bank_account" placeholder="银行账号" />
+              </el-form-item>
+            </el-form>
+          </el-card>
+        </el-tab-pane>
+
       </el-tabs>
     </el-card>