diff --git a/backend/src/api/crmDashboard.js b/backend/src/api/crmDashboard.js
new file mode 100644
index 0000000..965b575
--- /dev/null
+++ b/backend/src/api/crmDashboard.js
@@ -0,0 +1,14 @@
+import request from "@/utils/request";
+
+/**
+ * CRM 数据仪表盘接口
+ *
+ * 说明：
+ * - range 维度：day(天) / week(周) / month(月) / quarter(季度) / year(年)；
+ * - 后端按租户 + 时间维度聚合真实业务数据（客户/联系人/项目/合同/线索/商机/回访/回款）。
+ */
+
+/** 仪表盘汇总数据 */
+export function getCrmDashboard(params) {
+  return request({ url: "/backend/crm/dashboard", method: "get", params });
+}
diff --git a/backend/src/api/crmPayback.js b/backend/src/api/crmPayback.js
new file mode 100644
index 0000000..272497f
--- /dev/null
+++ b/backend/src/api/crmPayback.js
@@ -0,0 +1,49 @@
+import request from "@/utils/request";
+
+/**
+ * CRM 回款管理接口（针对于合同）
+ *
+ * 说明：
+ * - 回款计划必须挂靠合同（contract_id）；
+ * - plan_type 回款周期：1月度/2季度/3年度/4进度/5自定义，决定 items 明细结构；
+ *   月度/季度/年度：{seq,name,amount}；
+ *   进度：{seq,name,percent,amount}；
+ *   自定义：{seq,name,plan_date,amount}；
+ * - pay_method 回款方式：1对公转账/2网银转账/3现金/4支票/5支付宝/6微信/7其他；
+ * - items 每行带 received_amount/received_date/status，用于回款进度登记。
+ */
+
+/** 回款计划列表 */
+export function getPaybackList(params) {
+  return request({ url: "/backend/crm/payback/list", method: "get", params });
+}
+
+/** 回款计划详情 */
+export function getPaybackDetail(id) {
+  return request({ url: `/backend/crm/payback/${id}`, method: "get" });
+}
+
+/** 创建回款计划 */
+export function createPayback(data) {
+  return request({ url: "/backend/crm/payback", method: "post", data });
+}
+
+/** 更新回款计划 */
+export function updatePayback(id, data) {
+  return request({ url: `/backend/crm/payback/${id}`, method: "put", data });
+}
+
+/** 删除回款计划 */
+export function deletePayback(id) {
+  return request({ url: `/backend/crm/payback/${id}`, method: "delete" });
+}
+
+/** 回款进度列表（跨计划摊平的分期明细 + 汇总） */
+export function getPaybackProgress(params) {
+  return request({ url: "/backend/crm/payback/progress/list", method: "get", params });
+}
+
+/** 回款进度登记：按明细序号写入实收金额 / 回款日期 */
+export function registerPaybackReceive(id, data) {
+  return request({ url: `/backend/crm/payback/${id}/receive`, method: "post", data });
+}
diff --git a/backend/src/views/apps/crm/contract/components/DevModuleTree.vue b/backend/src/views/apps/crm/contract/components/DevModuleTree.vue
new file mode 100644
index 0000000..eb58f2d
--- /dev/null
+++ b/backend/src/views/apps/crm/contract/components/DevModuleTree.vue
@@ -0,0 +1,165 @@
+<template>
+  <el-dialog
+    :model-value="visible"
+    :title="title || '软件开发模块报价'"
+    width="860px"
+    top="5vh"
+    append-to-body
+    @update:model-value="(v) => emit('update:visible', v)"
+    @open="syncLocal"
+  >
+    <div class="dev-tree">
+      <div class="tree-toolbar">
+        <el-button type="primary" size="small" :icon="Plus" @click="addRoot">添加顶级模块</el-button>
+        <span class="tree-tip">叶子模块只填「人天」，人天单价统一填写；父级自动汇总；可任意层级向下拆分</span>
+      </div>
+
+      <div class="unit-price-bar">
+        <span class="up-label">统一人天单价（元 / 人天）</span>
+        <el-input-number v-model="unitPrice" :min="0" :precision="2" :controls="false" style="width: 180px" />
+        <span class="up-total">开发总报价：<b>￥{{ formatMoney(treeSellTotal(tree, unitPrice)) }}</b></span>
+      </div>
+
+      <div v-if="tree.length" class="tree-head">
+        <span class="th-name">模块名称</span>
+        <span class="th-md">人天</span>
+        <span class="th-amount">小计(元)</span>
+        <span class="th-ops">操作</span>
+      </div>
+
+      <ModuleNode
+        v-for="n in tree"
+        :key="n.__id"
+        :node="n"
+        :depth="0"
+        :unit-price="unitPrice"
+        @remove="removeNode"
+      />
+
+      <el-empty v-if="!tree.length" description="暂无模块，点击「添加顶级模块」开始" />
+    </div>
+
+    <template #footer>
+      <el-button type="primary" @click="handleConfirm">确定</el-button>
+    </template>
+  </el-dialog>
+</template>
+
+<script setup>
+import { ref, watch } from "vue";
+import { Plus } from "@element-plus/icons-vue";
+import { formatMoney } from "../../dict";
+import { treeSellTotal } from "./utils";
+import ModuleNode from "./ModuleNode.vue";
+
+const props = defineProps({
+  visible: { type: Boolean, default: false },
+  modelValue: { type: Array, default: () => [] },
+  unitPrice: { type: Number, default: 0 },
+  title: { type: String, default: "" },
+});
+const emit = defineEmits(["update:visible", "update:modelValue", "update:unitPrice"]);
+
+const tree = ref([]);
+const unitPrice = ref(0);
+let uid = 0;
+const newNode = () => ({
+  __id: `m_${Date.now()}_${uid++}`,
+  name: "",
+  children: [],
+  man_days: 0,
+});
+
+const syncLocal = () => {
+  tree.value = Array.isArray(props.modelValue) ? JSON.parse(JSON.stringify(props.modelValue)) : [];
+  unitPrice.value = Number(props.unitPrice) || 0;
+};
+
+watch(tree, (val) => emit("update:modelValue", val), { deep: true });
+watch(unitPrice, (val) => emit("update:unitPrice", val));
+
+const addRoot = () => tree.value.push(newNode());
+
+/** 递归从树中移除指定 __id 节点 */
+const removeNode = (target) => {
+  const cut = (list) => {
+    const idx = list.findIndex((n) => n.__id === target.__id);
+    if (idx >= 0) {
+      list.splice(idx, 1);
+      return true;
+    }
+    return list.some((n) => Array.isArray(n.children) && cut(n.children));
+  };
+  cut(tree.value);
+};
+
+const handleConfirm = () => emit("update:visible", false);
+</script>
+
+<style lang="less" scoped>
+.dev-tree {
+  .tree-toolbar {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+    margin-bottom: 10px;
+
+    .tree-tip {
+      font-size: 12px;
+      color: var(--el-text-color-secondary);
+    }
+  }
+
+  .unit-price-bar {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+    padding: 10px 12px;
+    margin-bottom: 10px;
+    background: var(--el-fill-color-extra-light);
+    border: 1px solid var(--el-border-color-lighter);
+    border-radius: 8px;
+
+    .up-label {
+      font-size: 13px;
+      font-weight: 600;
+    }
+
+    .up-total {
+      margin-left: auto;
+      font-size: 13px;
+      color: var(--el-text-color-regular);
+
+      b {
+        color: var(--el-color-primary);
+      }
+    }
+  }
+
+  .tree-head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 4px 8px 4px 16px;
+    font-size: 12px;
+    color: var(--el-text-color-secondary);
+    font-weight: 600;
+
+    .th-name {
+      flex: 1;
+      min-width: 160px;
+    }
+    .th-md {
+      width: 120px;
+    }
+    .th-amount {
+      width: 120px;
+      text-align: right;
+    }
+    .th-ops {
+      width: 96px;
+      text-align: center;
+    }
+  }
+}
+</style>
diff --git a/backend/src/views/apps/crm/contract/components/ModuleNode.vue b/backend/src/views/apps/crm/contract/components/ModuleNode.vue
new file mode 100644
index 0000000..1e2d89d
--- /dev/null
+++ b/backend/src/views/apps/crm/contract/components/ModuleNode.vue
@@ -0,0 +1,119 @@
+<template>
+  <div class="module-node">
+    <div class="node-row" :style="{ paddingLeft: depth * 22 + 'px' }">
+      <span class="node-bar" :style="{ background: depthColor }" />
+      <el-input v-model="node.name" class="node-name" placeholder="模块名称（如：Web端 / 用户中心）" maxlength="60" />
+      <template v-if="hasChildren">
+        <span class="node-agg">汇总</span>
+        <span class="node-amount">{{ formatMoney(treeSellTotal([node], unitPrice)) }}</span>
+      </template>
+      <template v-else>
+        <el-input-number
+          v-model="node.man_days"
+          :min="0"
+          :precision="1"
+          :controls="false"
+          class="node-md"
+          placeholder="人天"
+        />
+        <span class="node-amount">{{ formatMoney((Number(node.man_days) || 0) * (Number(unitPrice) || 0)) }}</span>
+      </template>
+      <div class="node-ops">
+        <el-button link type="primary" size="small" @click="addChild">+ 子级</el-button>
+        <el-button link type="danger" size="small" @click="emit('remove', node)">删除</el-button>
+      </div>
+    </div>
+    <ModuleNode
+      v-for="c in node.children"
+      :key="c.__id"
+      :node="c"
+      :depth="depth + 1"
+      :unit-price="unitPrice"
+      @remove="(n) => emit('remove', n)"
+    />
+  </div>
+</template>
+
+<script setup>
+import { computed } from "vue";
+import { formatMoney } from "../../dict";
+import { treeSellTotal } from "./utils";
+
+defineOptions({ name: "ModuleNode" });
+
+const props = defineProps({
+  node: { type: Object, required: true },
+  depth: { type: Number, default: 0 },
+  unitPrice: { type: Number, default: 0 },
+});
+const emit = defineEmits(["remove"]);
+
+let uid = 0;
+const newNode = () => ({
+  __id: `m_${Date.now()}_${uid++}`,
+  name: "",
+  children: [],
+  man_days: 0,
+});
+
+const hasChildren = computed(() => Array.isArray(props.node.children) && props.node.children.length > 0);
+
+const depthColor = ["#409EFF", "#67C23A", "#E6A23C", "#909399", "#9254DE"][props.depth % 5];
+
+const addChild = () => {
+  if (!Array.isArray(props.node.children)) props.node.children = [];
+  props.node.children.push(newNode());
+};
+</script>
+
+<style lang="less" scoped>
+.module-node {
+  .node-row {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    padding: 6px 8px;
+    border-radius: 6px;
+    border: 1px solid var(--el-border-color-lighter);
+    background: var(--el-bg-color);
+    margin: 6px 0;
+
+    .node-bar {
+      width: 4px;
+      align-self: stretch;
+      border-radius: 2px;
+      flex-shrink: 0;
+    }
+
+    .node-name {
+      flex: 1;
+      min-width: 160px;
+    }
+
+    .node-agg {
+      font-size: 12px;
+      color: var(--el-text-color-secondary);
+      flex-shrink: 0;
+    }
+
+    .node-md {
+      width: 120px;
+      flex-shrink: 0;
+    }
+
+    .node-amount {
+      width: 120px;
+      text-align: right;
+      font-weight: 600;
+      color: var(--el-color-primary);
+      flex-shrink: 0;
+    }
+
+    .node-ops {
+      display: flex;
+      gap: 4px;
+      flex-shrink: 0;
+    }
+  }
+}
+</style>
diff --git a/backend/src/views/apps/crm/contract/components/ProductList.vue b/backend/src/views/apps/crm/contract/components/ProductList.vue
index ef8c228..4c0e72d 100644
--- a/backend/src/views/apps/crm/contract/components/ProductList.vue
+++ b/backend/src/views/apps/crm/contract/components/ProductList.vue
@@ -2,9 +2,18 @@
   <div class="product-list">
     <el-table :data="products" border row-key="__key" :empty-text="'暂无产品，点击下方按钮添加'">
       <el-table-column label="序号" type="index" width="50" align="center" />
+      <el-table-column label="行类型" width="110">
+        <template #default="{ row }">
+          <el-select v-model="row.line_type" style="width: 100%" @change="() => onLineTypeChange(row)">
+            <el-option label="成品" value="product" />
+            <el-option label="软件开发" value="dev" />
+          </el-select>
+        </template>
+      </el-table-column>
       <el-table-column label="产品类别" width="150">
         <template #default="{ row }">
           <el-select
+            v-if="row.line_type === 'product'"
             v-model="row.category"
             filterable
             clearable
@@ -19,51 +28,62 @@
               :value="c.name"
             />
           </el-select>
+          <span v-else class="muted">软件开发</span>
         </template>
       </el-table-column>
       <el-table-column label="产品名称" min-width="210">
         <template #default="{ row }">
-          <el-select
-            v-model="row.name"
-            filterable
-            allow-create
-            default-first-option
-            clearable
-            :disabled="!row.category"
-            :placeholder="row.category ? '搜索或输入产品名称' : '请先选择产品类别'"
-            style="width: 100%"
-            @focus="onProductFocus(row)"
-            @visible-change="(v) => { if (v) onProductFocus(row) }"
-            @change="(val) => onProductPick(row, val)"
-          >
-            <el-option
-              v-for="p in productOptions"
-              :key="p.id"
-              :label="p.product_name"
-              :value="p.product_name"
+          <template v-if="row.line_type === 'dev'">
+            <el-button link type="primary" @click="openDev(row)">
+              📁 模块报价（{{ (row.dev_tree || []).length }} 项 · ￥{{ formatMoney(lineAmount(row)) }}）
+            </el-button>
+          </template>
+          <template v-else>
+            <el-select
+              v-model="row.name"
+              filterable
+              allow-create
+              default-first-option
+              clearable
+              :disabled="!row.category"
+              :placeholder="row.category ? '搜索或输入产品名称' : '请先选择产品类别'"
+              style="width: 100%"
+              @focus="onProductFocus(row)"
+              @visible-change="(v) => { if (v) onProductFocus(row) }"
+              @change="(val) => onProductPick(row, val)"
             >
-              <span class="opt-name">{{ p.product_name }}</span>
-              <span class="opt-meta">{{ p.spec || "—" }} · ￥{{ p.price }}</span>
-            </el-option>
-          </el-select>
-          <!-- <div v-if="row.product_id" class="linked-tip">
-            已关联产品管理 #{{ row.product_id }}（成本取自产品管理）
-          </div> -->
+              <el-option
+                v-for="p in productOptions"
+                :key="p.id"
+                :label="p.product_name"
+                :value="p.product_name"
+              >
+                <span class="opt-name">{{ p.product_name }}</span>
+                <span class="opt-meta">{{ p.spec || "—" }} · ￥{{ p.price }}</span>
+              </el-option>
+            </el-select>
+            <!-- <div v-if="row.product_id" class="linked-tip">
+              已关联产品管理 #{{ row.product_id }}（成本取自产品管理）
+            </div> -->
+          </template>
         </template>
       </el-table-column>
       <el-table-column label="规格型号" width="130">
         <template #default="{ row }">
-          <el-input v-model="row.spec" :placeholder="specPlaceholder(row)" />
+          <el-input v-if="row.line_type === 'product'" v-model="row.spec" :placeholder="specPlaceholder(row)" />
+          <span v-else class="muted">—</span>
         </template>
       </el-table-column>
       <el-table-column label="单位" width="90">
         <template #default="{ row }">
-          <el-input v-model="row.unit" placeholder="套" maxlength="10" />
+          <el-input v-if="row.line_type === 'product'" v-model="row.unit" placeholder="套" maxlength="10" />
+          <span v-else class="muted">—</span>
         </template>
       </el-table-column>
       <el-table-column label="数量" width="110">
         <template #default="{ row }">
           <el-input-number
+            v-if="row.line_type === 'product'"
             v-model="row.quantity"
             :min="0"
             :precision="2"
@@ -71,11 +91,13 @@
             placeholder="0"
             style="width: 100%"
           />
+          <span v-else class="muted">—</span>
         </template>
       </el-table-column>
       <el-table-column label="单价（元）" width="130">
         <template #default="{ row }">
           <el-input-number
+            v-if="row.line_type === 'product'"
             v-model="row.price"
             :min="0"
             :precision="2"
@@ -83,26 +105,31 @@
             placeholder="0.00"
             style="width: 100%"
           />
+          <span v-else class="muted">—</span>
         </template>
       </el-table-column>
       <el-table-column label="成本单价（元）" width="150">
         <template #default="{ row }">
-          <el-tooltip content="成本单价取自产品管理，关联产品后不可修改" :disabled="!row.product_id">
-            <el-input-number
-              v-model="row.cost_price"
-              :min="0"
-              :precision="2"
-              :controls="false"
-              :disabled="!!row.product_id"
-              placeholder="0.00"
-              style="width: 100%"
-            />
-          </el-tooltip>
+          <template v-if="row.line_type === 'product'">
+            <el-tooltip content="成本单价取自产品管理，关联产品后不可修改" :disabled="!row.product_id">
+              <el-input-number
+                v-model="row.cost_price"
+                :min="0"
+                :precision="2"
+                :controls="false"
+                :disabled="!!row.product_id"
+                placeholder="0.00"
+                style="width: 100%"
+              />
+            </el-tooltip>
+          </template>
+          <span v-else class="muted">—</span>
         </template>
       </el-table-column>
       <el-table-column label="税率(%)" width="110">
         <template #default="{ row }">
           <el-input-number
+            v-if="row.line_type === 'product'"
             v-model="row.tax_rate"
             :min="0"
             :max="100"
@@ -110,11 +137,12 @@
             :controls="false"
             style="width: 100%"
           />
+          <span v-else class="muted">—</span>
         </template>
       </el-table-column>
       <el-table-column label="小计（元）" width="120" align="right">
         <template #default="{ row }">
-          <span class="line-amount">{{ formatMoney(rowAmount(row)) }}</span>
+          <span class="line-amount">{{ formatMoney(lineAmount(row)) }}</span>
         </template>
       </el-table-column>
       <el-table-column label="备注" min-width="120">
@@ -132,7 +160,7 @@
     <div class="add-row">
       <el-button :icon="Plus" @click="addRow">添加产品</el-button>
       <span class="add-tip">
-        先选产品类别，再在该分类下搜索/选择产品（自动带出规格、单位、成本、税率）；分类内无对应名称可输入新增，提交时自动建档到产品管理
+        每行可选「成品」或「软件开发」：成品按数量×单价计价；软件开发点「模块报价」编辑分层模块树（叶子填人天/人天单价，父级自动汇总），统一计入合同总价
       </span>
     </div>
 
@@ -170,6 +198,15 @@
         </div>
       </div>
     </div>
+
+    <DevModuleTree
+      v-if="editingRow"
+      v-model="editingRow.dev_tree"
+      :unit-price="editingRow.dev_unit_price"
+      v-model:visible="devVisible"
+      @update:unit-price="(v) => (editingRow.dev_unit_price = v)"
+      :title="editingRow.name ? editingRow.name + ' - 模块报价' : '软件开发模块报价'"
+    />
   </div>
 </template>
 
@@ -177,9 +214,10 @@
 import { ref, computed, onMounted } from "vue";
 import { Plus } from "@element-plus/icons-vue";
 import { formatMoney } from "../../dict";
-import { buildSummary } from "./utils";
+import { buildSummary, lineAmount } from "./utils";
 import { getProductList } from "@/api/crmProduct";
 import { getProductCategoryList } from "@/api/crmProductCategory";
+import DevModuleTree from "./DevModuleTree.vue";
 
 const props = defineProps({
   /** 产品行数组（父组件持有） */
@@ -196,6 +234,7 @@ let rowSeed = 0;
 const addRow = () => {
   props.products.push({
     __key: `row_${Date.now()}_${rowSeed++}`,
+    line_type: "product",
     name: "",
     product_id: null,
     category: "",
@@ -205,6 +244,8 @@ const addRow = () => {
     price: 0,
     cost_price: 0,
     tax_rate: 0,
+    dev_tree: [],
+    dev_unit_price: 0,
     remark: "",
   });
 };
@@ -213,8 +254,23 @@ const removeRow = (index) => {
   props.products.splice(index, 1);
 };
 
-const rowAmount = (row) =>
-  Math.round(((Number(row.quantity) || 0) * (Number(row.price) || 0) || 0) * 100) / 100;
+/** 切换行类型：软件开发行确保有模块树容器 */
+function onLineTypeChange(row) {
+  if (row.line_type === "dev") {
+    if (!Array.isArray(row.dev_tree)) row.dev_tree = [];
+    if (row.dev_unit_price == null) row.dev_unit_price = 0;
+  }
+}
+
+/* ------------------------------ 软件开发模块树编辑 ------------------------------ */
+const devVisible = ref(false);
+const editingRow = ref(null);
+
+function openDev(row) {
+  if (!Array.isArray(row.dev_tree)) row.dev_tree = [];
+  editingRow.value = row;
+  devVisible.value = true;
+}
 
 const specPlaceholder = (row) => {
   const cat = String(row.category || "");
@@ -273,6 +329,15 @@ function onProductPick(row, val) {
   const hit = productOptions.value.find((p) => p.product_name === val);
   if (hit) {
     row.product_id = hit.id;
+    // 软件开发产品：带入模块树与人天单价，行类型自动切为 dev
+    if (hit.line_type === "dev" || hit.dev_tree) {
+      row.line_type = "dev";
+      row.dev_unit_price = Number(hit.dev_unit_price) || 0;
+      row.dev_tree = Array.isArray(hit.dev_tree)
+        ? JSON.parse(JSON.stringify(hit.dev_tree))
+        : safeParseTree(hit.dev_tree);
+      return;
+    }
     row.spec = hit.spec || "";
     row.unit = hit.unit || "";
     row.price = hit.price || 0;
@@ -284,6 +349,17 @@ function onProductPick(row, val) {
   }
 }
 
+/** 安全解析产品管理返回的 dev_tree（可能为字符串或数组） */
+function safeParseTree(v) {
+  if (Array.isArray(v)) return v;
+  try {
+    const parsed = typeof v === "string" ? JSON.parse(v) : v;
+    return Array.isArray(parsed) ? parsed : [];
+  } catch (e) {
+    return [];
+  }
+}
+
 onMounted(() => {
   fetchCategories();
   // 为已加载的合同产品预置下拉选项，保证名称回显
@@ -311,6 +387,10 @@ onMounted(() => {
     color: var(--el-text-color-primary);
   }
 
+  .muted {
+    color: var(--el-text-color-placeholder);
+  }
+
   .opt-name {
     float: left;
   }
diff --git a/backend/src/views/apps/crm/contract/components/create.vue b/backend/src/views/apps/crm/contract/components/create.vue
index e5f5c98..477de09 100644
--- a/backend/src/views/apps/crm/contract/components/create.vue
+++ b/backend/src/views/apps/crm/contract/components/create.vue
@@ -8,11 +8,16 @@
     @update:model-value="handleClose"
     @closed="handleClosed"
   >
-    <!-- 进度条 -->
+    <!-- 进度条（支持点击步骤直接跳转） -->
     <div class="steps-wrapper">
-      <el-steps :active="activeStep" finish-status="success" align-center>
-        <el-step title="合同信息" description="关键点信息与各方签约主体" />
-        <el-step title="产品清单" description="产品明细与金额汇总" />
+      <el-steps :active="activeStep" finish-status="success" align-center class="clickable-steps">
+        <el-step
+          title="合同信息"
+          description="关键点信息与各方签约主体"
+          class="step-clickable"
+          @click="goStep(0)"
+        />
+        <el-step title="产品清单" description="产品明细与金额汇总" class="step-clickable" @click="goStep(1)" />
       </el-steps>
     </div>
 
@@ -103,8 +108,8 @@
             </el-form-item>
           </el-col>
           <el-col :span="12">
-            <el-form-item label="项目负责人" prop="owner_name">
-              <el-input v-model="form.owner_name" placeholder="默认为创建人" />
+            <el-form-item label="项目负责人" prop="owner_user_name">
+              <el-input v-model="form.owner_user_name" placeholder="默认为创建人" />
             </el-form-item>
           </el-col>
         </el-row>
@@ -145,6 +150,7 @@
                       value-format="YYYY-MM-DD"
                       placeholder="签订日期"
                       style="width: 100%"
+                      @change="onSignDateChange"
                     />
                   </el-form-item>
                 </el-col>
@@ -173,6 +179,18 @@
               </el-row>
             </el-form-item>
           </el-col>
+          <el-col :span="24">
+            <el-form-item label="技术日期" prop="tech_date">
+              <el-date-picker
+                v-model="form.tech_date"
+                type="date"
+                value-format="YYYY-MM-DD"
+                placeholder="开发/交付完成日期"
+                style="width: 240px"
+              />
+              <span class="form-tip">技术日期到期且回款未回完，合同状态将自动转为「执行异常」</span>
+            </el-form-item>
+          </el-col>
         </el-row>
 
         <el-form-item label="备注" prop="remark" style="margin-top: 16px">
@@ -272,10 +290,11 @@ const emptyForm = () => ({
   party_count: 2, // 合同形式：2双方 3三方 4四方，默认双方
   project_id: null,
   project_name: "",
-  owner_name: authStore.user?.name || "",
+  owner_user_name: authStore.user?.name || "",
   sign_date: "",
   effective_date: "",
   expire_date: "",
+  tech_date: "",
   remark: "",
   status: 1,
   step: 1,
@@ -395,6 +414,19 @@ watch(
   }
 );
 
+/** 选择签订日期：生效日期为空时默认带入（生效日期仍可手动修改，改过则不再被覆盖） */
+watch(
+  () => form.sign_date,
+  (nv) => {
+    if (nv && !form.effective_date) form.effective_date = nv;
+  }
+);
+
+/** 签订日期变更（用户操作）：自动带入生效日期 */
+function onSignDateChange(val) {
+  if (val && !form.effective_date) form.effective_date = val;
+}
+
 /** 合同形式文案：2双方 3三方 4四方 */
 const partyCountName = (v) => ({ 2: "双方", 3: "三方", 4: "四方" }[Number(v)] || "双方");
 
@@ -455,6 +487,7 @@ watch(
       form.sign_date = normalizeDate(props.editData.sign_date);
       form.effective_date = normalizeDate(props.editData.effective_date);
       form.expire_date = normalizeDate(props.editData.expire_date);
+      form.tech_date = normalizeDate(props.editData.tech_date);
       parties.value = (props.editData.parties || []).map((p) => ({ ...emptyParty(p.role), ...p }));
       products.value = (props.editData.products || []).map((row, i) => ({
         ...row,
@@ -524,6 +557,13 @@ const prevStep = () => {
   if (activeStep.value > 0) activeStep.value--;
 };
 
+/** 点击上方步骤条直接跳转（无需按上一步 / 下一步） */
+const goStep = (index) => {
+  const target = Math.max(0, Math.min(MAX_STEP, Number(index) || 0));
+  if (target === activeStep.value) return;
+  activeStep.value = target;
+};
+
 /** 组装保存 payload；数值字段统一转数字（后端 int8 解析），summary 由产品清单实时计算 */
 const buildPayload = (step, status) => ({
   ...form,
@@ -531,6 +571,7 @@ const buildPayload = (step, status) => ({
   sign_date: normalizeDate(form.sign_date),
   effective_date: normalizeDate(form.effective_date),
   expire_date: normalizeDate(form.expire_date),
+  tech_date: normalizeDate(form.tech_date),
   our_role: Number(form.our_role) || 2,
   party_count: Number(form.party_count) || 2,
   parties: parties.value.map((p) => ({ ...p })),
@@ -633,6 +674,18 @@ const handleClosed = () => {
   padding: 0 24px;
 }
 
+/* 步骤条可点击跳转 */
+.clickable-steps {
+  :deep(.step-clickable) {
+    cursor: pointer;
+  }
+
+  :deep(.el-step__head),
+  :deep(.el-step__main) {
+    cursor: pointer;
+  }
+}
+
 .dialog-footer {
   display: flex;
   justify-content: space-between;
diff --git a/backend/src/views/apps/crm/contract/components/detail.vue b/backend/src/views/apps/crm/contract/components/detail.vue
index 9fc1ebd..3122b34 100644
--- a/backend/src/views/apps/crm/contract/components/detail.vue
+++ b/backend/src/views/apps/crm/contract/components/detail.vue
@@ -1,143 +1,88 @@
 <template>
   <el-drawer
     :model-value="visible"
-    title="合同详情"
-    size="680px"
+    :title="detail?.contract_name || '合同详情'"
+    direction="rtl"
+    size="900px"
     :close-on-click-modal="false"
-    @update:model-value="emit('update:visible', $event)"
+    @update:model-value="handleClose"
+    @opened="loadAll"
   >
     <div v-loading="loading" class="contract-detail">
-      <template v-if="detail.id">
-        <div class="detail-head">
-          <div class="detail-title">
-            <span class="name">{{ detail.contract_name }}</span>
-            <el-tag :type="contractStatusTag(detail.status)" size="small">
-              {{ contractStatusText(detail.status) }}
-            </el-tag>
-            <el-tag type="primary" size="small" effect="plain">
-              我方·{{ ourRoleText(detail.our_role) }}
-            </el-tag>
-          </div>
-          <div class="detail-sub">
-            {{ detail.contract_no }} · {{ contractCategoryText(detail.contract_category) }}
-          </div>
+      <div v-if="detail.id" class="detail-toolbar">
+        <div class="toolbar-status">
+          <!-- <el-tag :type="contractStatusTag(detail.status)" size="small">{{ contractStatusText(detail.status) }}</el-tag> -->
         </div>
-
-        <el-descriptions :column="2" border style="margin-top: 16px">
-          <el-descriptions-item label="所属项目" :span="2">
-            <template v-if="detail.project_id">
-              <el-tag size="small" type="primary" effect="light">项目合同</el-tag>
-              <span style="margin-left: 8px">{{ detail.project_name }}</span>
+        <div class="toolbar-actions">
+          <el-dropdown trigger="click" @command="(cmd) => handleChangeStatus(cmd)">
+            <el-button link type="warning" size="small">
+              状态流转<el-icon style="margin-left: 2px"><ArrowDown /></el-icon>
+            </el-button>
+            <template #dropdown>
+              <el-dropdown-menu>
+                <el-dropdown-item
+                  v-for="i in statusOptionsExcept(detail.status)"
+                  :key="i.value"
+                  :command="i.value"
+                >
+                  {{ i.label }}
+                </el-dropdown-item>
+              </el-dropdown-menu>
             </template>
-            <template v-else>
-              <el-tag size="small" type="warning" effect="light">无头合同</el-tag>
-            </template>
-          </el-descriptions-item>
-          <el-descriptions-item label="签订日期">{{ formatDateOnly(detail.sign_date) }}</el-descriptions-item>
-          <el-descriptions-item label="项目负责人">{{ detail.owner_name || "-" }}</el-descriptions-item>
-          <el-descriptions-item label="生效日期">{{ formatDateOnly(detail.effective_date) }}</el-descriptions-item>
-          <el-descriptions-item label="结束日期">{{ formatDateOnly(detail.expire_date) }}</el-descriptions-item>
-          <el-descriptions-item label="备注" :span="2">{{ detail.remark || "-" }}</el-descriptions-item>
-        </el-descriptions>
-
-        <el-divider content-position="left">各方签约主体</el-divider>
-        <el-table :data="detail.parties || []" border size="small">
-          <el-table-column label="角色" width="80" align="center">
-            <template #default="{ row }">{{ partyLabel(row.role) }}</template>
-          </el-table-column>
-          <el-table-column label="签约主体" min-width="160" show-overflow-tooltip>
-            <template #default="{ row }">{{ row.ref_name || "-" }}</template>
-          </el-table-column>
-          <el-table-column label="来源" width="90" align="center">
-            <template #default="{ row }">
-              <el-tag v-if="Number(row.ref_type) === 1" size="small" type="success" effect="plain">客户</el-tag>
-              <el-tag v-else-if="Number(row.ref_type) === 2" size="small" type="warning" effect="plain">供应商</el-tag>
-              <span v-else>本公司</span>
-            </template>
-          </el-table-column>
-          <el-table-column prop="signer_name" label="签约人" width="100">
-            <template #default="{ row }">{{ row.signer_name || "-" }}</template>
-          </el-table-column>
-          <el-table-column prop="signer_phone" label="联系电话" width="120">
-            <template #default="{ row }">{{ row.signer_phone || "-" }}</template>
-          </el-table-column>
-        </el-table>
-
-        <el-divider content-position="left">产品清单</el-divider>
-        <el-table :data="detail.products || []" border size="small">
-          <el-table-column type="index" label="#" width="45" align="center" />
-          <el-table-column prop="name" label="产品名称" min-width="140" show-overflow-tooltip />
-          <el-table-column label="类别" width="100" align="center">
-            <template #default="{ row }">
-              <el-tag :type="productCategoryTag(row.category)" size="small" effect="plain">
-                {{ productCategoryText(row.category) }}
-              </el-tag>
-            </template>
-          </el-table-column>
-          <el-table-column prop="unit" label="单位" width="60" align="center" />
-          <el-table-column label="数量" width="80" align="right">
-            <template #default="{ row }">{{ row.quantity ?? "-" }}</template>
-          </el-table-column>
-          <el-table-column label="单价" width="100" align="right">
-            <template #default="{ row }">{{ formatMoney(row.price) }}</template>
-          </el-table-column>
-          <el-table-column label="小计" width="110" align="right">
-            <template #default="{ row }">
-              {{ formatMoney((Number(row.quantity) || 0) * (Number(row.price) || 0)) }}
-            </template>
-          </el-table-column>
-          <el-table-column prop="remark" label="备注" min-width="100" show-overflow-tooltip>
-            <template #default="{ row }">{{ row.remark || "-" }}</template>
-          </el-table-column>
-        </el-table>
-
-        <el-divider content-position="left">金额汇总</el-divider>
-        <div class="summary-grid">
-          <div class="summary-card">
-            <span class="label">合同总金额</span>
-            <span class="value primary">￥{{ formatMoney(summary.total_amount) }}</span>
-          </div>
-          <div class="summary-card">
-            <span class="label">产品总成本</span>
-            <span class="value">￥{{ formatMoney(summary.total_cost) }}</span>
-          </div>
-          <div class="summary-card">
-            <span class="label">合同总利润</span>
-            <span class="value success">￥{{ formatMoney(summary.total_profit) }}</span>
-          </div>
-          <div class="summary-card">
-            <span class="label">硬件部分金额</span>
-            <span class="value warning">￥{{ formatMoney(summary.hardware_amount) }}</span>
-          </div>
-          <div class="summary-card">
-            <span class="label">软件部分金额</span>
-            <span class="value primary">￥{{ formatMoney(summary.software_amount) }}</span>
-          </div>
-          <div class="summary-card">
-            <span class="label">其他部分金额</span>
-            <span class="value">￥{{ formatMoney(summary.other_amount) }}</span>
-          </div>
+          </el-dropdown>
+          <el-button type="primary" size="small" :icon="Edit" @click="handleEdit">编辑</el-button>
+          <el-button type="danger" size="small" :icon="Delete" @click="handleDelete">删除</el-button>
         </div>
-      </template>
+      </div>
+      <el-tabs v-if="detail.id" v-model="activeTab" tab-position="left" class="detail-tabs">
+        <!-- 基本信息（拆分自原详情内容） -->
+        <el-tab-pane label="基本信息" name="basic">
+          <DetailBasic :detail="detail" />
+        </el-tab-pane>
+
+        <!-- 回款计划（针对本合同创建 / 查看回款计划） -->
+        <el-tab-pane :label="`回款计划 (${counts.payback})`" name="payback">
+          <DetailPayback ref="paybackRef" :contract="detail" @count="counts.payback = $event" @saved="emit('refresh')" />
+        </el-tab-pane>
+
+        <!-- 电子合同（上传 / 查看合同扫描件、电子合同正本） -->
+        <el-tab-pane :label="`电子合同 (${counts.econtract})`" name="econtract">
+          <DetailAttach
+            ref="econtractRef"
+            :related-id="detail.id"
+            :related-type="E_CONTRACT_TYPE"
+            tip="上传合同扫描件 / 电子合同正本，支持图片与 PDF"
+          />
+        </el-tab-pane>
+
+        <!-- 操作日志 -->
+        <el-tab-pane label="操作日志" name="log">
+          <DetailLog ref="logRef" :related-id="detail.id" :related-type="RELATED_TYPE" />
+        </el-tab-pane>
+      </el-tabs>
       <el-empty v-else-if="!loading" description="暂无数据" />
     </div>
   </el-drawer>
 </template>
 
 <script setup>
-import { ref, computed, watch } from "vue";
-import { getContractDetail } from "@/api/crmContract";
-import { PARTY_ROLES, buildSummary } from "./utils";
+import { ref, reactive, watch } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Edit, Delete, ArrowDown } from "@element-plus/icons-vue";
 import {
-  formatMoney,
-  formatDateOnly,
-  contractCategoryText,
-  ourRoleText,
+  getContractDetail,
+  changeContractStatus,
+  deleteContract,
+} from "@/api/crmContract";
+import {
+  CONTRACT_STATUS_OPTIONS,
   contractStatusText,
   contractStatusTag,
-  productCategoryText,
-  productCategoryTag,
 } from "../../dict";
+import DetailBasic from "./detail_basic.vue";
+import DetailPayback from "./detail_payback.vue";
+import DetailLog from "../../project/components/detail_log.vue";
+import DetailAttach from "../../project/components/detail_attach.vue";
 
 const props = defineProps({
   visible: { type: Boolean, default: false },
@@ -145,23 +90,29 @@ const props = defineProps({
   contract: { type: Object, default: null },
 });
 
-const emit = defineEmits(["update:visible"]);
+const emit = defineEmits(["update:visible", "refresh", "edit"]);
+
+// 合同操作日志与项目共用关联类型 3
+const RELATED_TYPE = 3;
+// 电子合同附件专属关联类型（与线索 1 / 商机 2 / 项目 3 区分）
+const E_CONTRACT_TYPE = 4;
 
 const loading = ref(false);
 const detail = ref({});
+const activeTab = ref("basic");
+const counts = reactive({ payback: 0, econtract: 0 });
 
-const summary = computed(() => {
-  const s = detail.value.summary;
-  if (s && Object.keys(s).length) return s;
-  return buildSummary(detail.value.products || []);
-});
-
-const partyLabel = (role) => PARTY_ROLES.find((r) => r.key === role)?.label || role || "-";
+const paybackRef = ref();
+const logRef = ref();
+const econtractRef = ref();
 
 watch(
   () => props.visible,
   async (val) => {
     if (!val) return;
+    activeTab.value = "basic";
+    counts.payback = 0;
+    counts.econtract = 0;
     detail.value = {};
     if (!props.contract?.id) return;
     loading.value = true;
@@ -175,6 +126,56 @@ watch(
     }
   }
 );
+
+function handleClose() {
+  emit("update:visible", false);
+}
+
+/** 抽屉打开后刷新各 Tab 数据 */
+function loadAll() {
+  if (!detail.value?.id) return;
+  paybackRef.value?.reload();
+  logRef.value?.reload();
+  econtractRef.value?.reload();
+}
+
+/** 状态流转候选：排除当前状态 */
+function statusOptionsExcept(cur) {
+  return CONTRACT_STATUS_OPTIONS.filter((i) => String(i.value) !== String(cur));
+}
+
+async function handleChangeStatus(status) {
+  try {
+    await changeContractStatus(detail.value.id, Number(status));
+    ElMessage.success(`状态已更新为「${contractStatusText(status)}」`);
+    detail.value.status = Number(status);
+    emit("refresh");
+  } catch (e) {
+    ElMessage.error(e.message || "状态更新失败");
+  }
+}
+
+function handleEdit() {
+  emit("edit", detail.value);
+}
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm(
+      `确定删除合同「${detail.value.contract_name}」吗？删除后不可恢复。`,
+      "删除确认",
+      { type: "warning" }
+    );
+    await deleteContract(detail.value.id);
+    ElMessage.success("删除成功");
+    emit("update:visible", false);
+    emit("refresh");
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+defineExpose({ loadAll });
 </script>
 
 <style lang="less" scoped>
@@ -182,58 +183,72 @@ watch(
   padding: 0 4px;
 }
 
-.detail-head {
-  .detail-title {
+.detail-toolbar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 4px 4px 12px;
+  margin-bottom: 8px;
+  border-bottom: 1px solid var(--el-border-color-lighter);
+
+  .toolbar-status {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+  }
+
+  .toolbar-actions {
     display: flex;
     align-items: center;
     gap: 8px;
-
-    .name {
-      font-size: 17px;
-      font-weight: 600;
-      color: var(--el-text-color-primary);
-    }
-  }
-
-  .detail-sub {
-    margin-top: 6px;
-    font-size: 13px;
-    color: var(--el-text-color-secondary);
   }
 }
 
-.summary-grid {
-  display: grid;
-  grid-template-columns: repeat(2, 1fr);
-  gap: 12px;
+:deep(.el-drawer__body) {
+  overflow-x: hidden;
+}
 
-  .summary-card {
-    padding: 12px 16px;
-    border: 1px solid var(--el-border-color-lighter);
-    border-radius: 8px;
-    background: var(--el-fill-color-extra-light);
-    display: flex;
-    flex-direction: column;
-    gap: 6px;
+.detail-tabs {
+  display: flex;
+  width: 100%;
+  min-width: 0;
 
-    .label {
-      font-size: 12px;
-      color: var(--el-text-color-secondary);
+  :deep(.el-tabs__content) {
+    flex: 1;
+    min-width: 0;
+    overflow: hidden;
+    padding-left: 4px;
+  }
+
+  :deep(.el-tabs__header) {
+    margin-right: 12px;
+    flex-shrink: 0;
+  }
+
+  :deep(.el-tabs__item) {
+    justify-content: flex-start;
+    text-align: left;
+    padding: 0 12px;
+    min-width: 96px;
+    font-size: 13px;
+  }
+
+  :deep(.el-tab-pane) {
+    width: 100%;
+    min-width: 0;
+  }
+
+  :deep(.el-table) {
+    width: 100%;
+
+    .el-button.is-link {
+      padding: 0;
+      height: auto;
+      min-height: auto;
     }
 
-    .value {
-      font-size: 17px;
-      font-weight: 700;
-
-      &.primary {
-        color: var(--el-color-primary);
-      }
-      &.success {
-        color: var(--el-color-success);
-      }
-      &.warning {
-        color: var(--el-color-warning);
-      }
+    .el-button + .el-button {
+      margin-left: 6px;
     }
   }
 }
diff --git a/backend/src/views/apps/crm/contract/components/detail_basic.vue b/backend/src/views/apps/crm/contract/components/detail_basic.vue
new file mode 100644
index 0000000..9913eb5
--- /dev/null
+++ b/backend/src/views/apps/crm/contract/components/detail_basic.vue
@@ -0,0 +1,209 @@
+<template>
+  <div class="contract-basic">
+    <div class="detail-head">
+      <div class="detail-title">
+        <span class="name">{{ detail.contract_name || "-" }}</span>
+        <!-- <el-tag :type="contractStatusTag(detail.status)" size="small">
+          {{ contractStatusText(detail.status) }}
+        </el-tag> -->
+        <el-tag v-if="contractOverdue(detail).overdue" type="danger" size="small" effect="dark">
+          {{ overdueText(contractOverdue(detail).days) }}
+        </el-tag>
+      </div>
+      <!-- <div class="detail-sub">
+        {{ detail.contract_no || "-" }}
+      </div> -->
+    </div>
+
+    <el-descriptions :column="2" border style="margin-top: 16px">
+      <el-descriptions-item label="合同类型">
+        <el-tag v-if="detail.project_id" size="small" type="primary" effect="light">项目合同</el-tag>
+        <el-tag v-else size="small" type="warning" effect="light">无头合同</el-tag>
+        <el-tag size="small" type="warning" effect="light" style="margin-left: 8px">{{ contractCategoryText(detail.contract_category) }}</el-tag>
+      </el-descriptions-item>
+      <el-descriptions-item label="合同编号">{{ detail.contract_no || "-" }}</el-descriptions-item>
+      <el-descriptions-item label="履约状态">
+        <el-tag :type="contractStatusTag(detail.status)" size="small">{{ contractStatusText(detail.status) }}</el-tag>
+      </el-descriptions-item>
+      <el-descriptions-item label="我方角色">{{ ourRoleText(detail.our_role) }}</el-descriptions-item>
+      <el-descriptions-item label="所属项目" :span="2">
+        <span v-if="detail.project_id">{{ detail.project_name }}</span>
+        <span v-else>-</span>
+      </el-descriptions-item>
+      <el-descriptions-item label="项目负责人">{{ detail.owner_user_name || "-" }}</el-descriptions-item>
+      <el-descriptions-item label="签订日期">{{ formatDateOnly(detail.sign_date) }}</el-descriptions-item>
+      <el-descriptions-item label="生效日期">{{ formatDateOnly(detail.effective_date) }}</el-descriptions-item>
+      <el-descriptions-item label="结束日期">{{ formatDateOnly(detail.expire_date) }}</el-descriptions-item>
+      <el-descriptions-item label="技术日期">{{ formatDateOnly(detail.tech_date) }}</el-descriptions-item>
+      <el-descriptions-item label="备注" :span="2">{{ detail.remark || "-" }}</el-descriptions-item>
+    </el-descriptions>
+
+    <el-divider content-position="left">各方签约主体</el-divider>
+    <el-table :data="detail.parties || []" border size="small">
+      <el-table-column label="角色" width="80" align="center">
+        <template #default="{ row }">{{ partyLabel(row.role) }}</template>
+      </el-table-column>
+      <el-table-column label="签约主体" min-width="160" show-overflow-tooltip>
+        <template #default="{ row }">{{ row.ref_name || "-" }}</template>
+      </el-table-column>
+      <el-table-column label="来源" width="90" align="center">
+        <template #default="{ row }">
+          <el-tag v-if="Number(row.ref_type) === 1" size="small" type="success" effect="plain">客户</el-tag>
+          <el-tag v-else-if="Number(row.ref_type) === 2" size="small" type="warning" effect="plain">供应商</el-tag>
+          <span v-else>本公司</span>
+        </template>
+      </el-table-column>
+      <el-table-column prop="signer_name" label="签约人" width="100">
+        <template #default="{ row }">{{ row.signer_name || "-" }}</template>
+      </el-table-column>
+      <el-table-column prop="signer_phone" label="联系电话" width="120">
+        <template #default="{ row }">{{ row.signer_phone || "-" }}</template>
+      </el-table-column>
+    </el-table>
+
+    <el-divider content-position="left">产品清单</el-divider>
+    <el-table :data="detail.products || []" border size="small">
+      <el-table-column type="index" label="#" width="45" align="center" />
+      <el-table-column prop="name" label="产品名称" min-width="140" show-overflow-tooltip />
+      <el-table-column label="类别" width="100" align="center">
+        <template #default="{ row }">
+          <el-tag :type="productCategoryTag(row.category)" size="small" effect="plain">
+            {{ productCategoryText(row.category) }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column prop="unit" label="单位" width="60" align="center" />
+      <el-table-column label="数量" width="80" align="right">
+        <template #default="{ row }">{{ row.quantity ?? "-" }}</template>
+      </el-table-column>
+      <el-table-column label="单价" width="100" align="right">
+        <template #default="{ row }">{{ formatMoney(row.price) }}</template>
+      </el-table-column>
+      <el-table-column label="小计" width="110" align="right">
+        <template #default="{ row }">
+          {{ formatMoney((Number(row.quantity) || 0) * (Number(row.price) || 0)) }}
+        </template>
+      </el-table-column>
+      <el-table-column prop="remark" label="备注" min-width="100" show-overflow-tooltip>
+        <template #default="{ row }">{{ row.remark || "-" }}</template>
+      </el-table-column>
+    </el-table>
+
+    <el-divider content-position="left">金额汇总</el-divider>
+    <div class="summary-grid">
+      <div class="summary-card">
+        <span class="label">合同总金额</span>
+        <span class="value primary">￥{{ formatMoney(summary.total_amount) }}</span>
+      </div>
+      <div class="summary-card">
+        <span class="label">产品总成本</span>
+        <span class="value">￥{{ formatMoney(summary.total_cost) }}</span>
+      </div>
+      <div class="summary-card">
+        <span class="label">合同总利润</span>
+        <span class="value success">￥{{ formatMoney(summary.total_profit) }}</span>
+      </div>
+      <div class="summary-card">
+        <span class="label">硬件部分金额</span>
+        <span class="value warning">￥{{ formatMoney(summary.hardware_amount) }}</span>
+      </div>
+      <div class="summary-card">
+        <span class="label">软件部分金额</span>
+        <span class="value primary">￥{{ formatMoney(summary.software_amount) }}</span>
+      </div>
+      <div class="summary-card">
+        <span class="label">其他部分金额</span>
+        <span class="value">￥{{ formatMoney(summary.other_amount) }}</span>
+      </div>
+    </div>
+  </div>
+</template>
+
+<script setup>
+import { computed } from "vue";
+import { PARTY_ROLES, buildSummary } from "./utils";
+import {
+  formatMoney,
+  formatDateOnly,
+  contractCategoryText,
+  ourRoleText,
+  contractStatusText,
+  contractStatusTag,
+  contractOverdue,
+  overdueText,
+  productCategoryText,
+  productCategoryTag,
+} from "../../dict";
+
+const props = defineProps({
+  /** 合同详情完整数据 */
+  detail: { type: Object, default: () => ({}) },
+});
+
+const summary = computed(() => {
+  const s = props.detail.summary;
+  if (s && Object.keys(s).length) return s;
+  return buildSummary(props.detail.products || []);
+});
+
+const partyLabel = (role) => PARTY_ROLES.find((r) => r.key === role)?.label || role || "-";
+</script>
+
+<style lang="less" scoped>
+.detail-head {
+  .detail-title {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+
+    .name {
+      font-size: 17px;
+      font-weight: 600;
+      margin-top: 10px;
+      color: var(--el-text-color-primary);
+    }
+  }
+
+  .detail-sub {
+    margin-top: 6px;
+    font-size: 13px;
+    color: var(--el-text-color-secondary);
+  }
+}
+
+.summary-grid {
+  display: grid;
+  grid-template-columns: repeat(2, 1fr);
+  gap: 12px;
+
+  .summary-card {
+    padding: 12px 16px;
+    border: 1px solid var(--el-border-color-lighter);
+    border-radius: 8px;
+    background: var(--el-fill-color-extra-light);
+    display: flex;
+    flex-direction: column;
+    gap: 6px;
+
+    .label {
+      font-size: 12px;
+      color: var(--el-text-color-secondary);
+    }
+
+    .value {
+      font-size: 17px;
+      font-weight: 700;
+
+      &.primary {
+        color: var(--el-color-primary);
+      }
+      &.success {
+        color: var(--el-color-success);
+      }
+      &.warning {
+        color: var(--el-color-warning);
+      }
+    }
+  }
+}
+</style>
diff --git a/backend/src/views/apps/crm/contract/components/detail_payback.vue b/backend/src/views/apps/crm/contract/components/detail_payback.vue
new file mode 100644
index 0000000..c86d964
--- /dev/null
+++ b/backend/src/views/apps/crm/contract/components/detail_payback.vue
@@ -0,0 +1,151 @@
+<template>
+  <div class="contract-payback">
+    <div class="section-head">
+      <span class="section-title">回款计划</span>
+      <el-button type="primary" size="small" :icon="Plus" @click="openCreate">新建回款计划</el-button>
+    </div>
+
+    <el-table v-loading="loading" :data="list" border size="small">
+      <el-table-column label="状态" width="90" align="center">
+        <template #default="{ row }">
+          <el-tag :type="paybackStatusTag(row.status)" size="small">{{ paybackStatusText(row.status) }}</el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="回款周期" width="90" align="center">
+        <template #default="{ row }">
+          <el-tag size="small" effect="plain">{{ paybackCycleText(row.plan_type) }}</el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="回款进度" min-width="140" align="center">
+        <template #default="{ row }">
+          <el-progress :percentage="paybackPercent(row)" :stroke-width="10" />
+        </template>
+      </el-table-column>
+      <el-table-column label="计划回款总额" width="130" align="right">
+        <template #default="{ row }">{{ formatMoney(row.total_amount) }}</template>
+      </el-table-column>
+      <el-table-column label="已回款" width="120" align="right">
+        <template #default="{ row }">{{ formatMoney(row.received_amount) }}</template>
+      </el-table-column>
+      <el-table-column label="回款方式" width="100" align="center">
+        <template #default="{ row }">{{ paybackMethodText(row.pay_method) }}</template>
+      </el-table-column>
+      <el-table-column label="负责人" width="90">
+        <template #default="{ row }">{{ row.owner_user_name || "-" }}</template>
+      </el-table-column>
+      <el-table-column label="操作" width="80" align="center">
+        <template #default="{ row }">
+          <el-button link type="primary" size="small" @click="openDetail(row)">详情</el-button>
+        </template>
+      </el-table-column>
+      <template #empty>
+        <el-empty description="该合同暂无回款计划，点击右上角新建" :image-size="60" />
+      </template>
+    </el-table>
+
+    <!-- 新建 / 编辑回款计划（预设当前合同） -->
+    <PaybackCreate
+      v-model:visible="createVisible"
+      :preset-contract="contract"
+      :edit-data="editRow"
+      @success="handleSaved"
+    />
+
+    <!-- 回款计划详情 -->
+    <PaybackDetail v-model:visible="detailVisible" :payback="currentRow" @edit="handleEdit" />
+  </div>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import { Plus } from "@element-plus/icons-vue";
+import { getPaybackList } from "@/api/crmPayback";
+import PaybackCreate from "../../payback/components/create.vue";
+import PaybackDetail from "../../payback/components/detail.vue";
+import {
+  paybackCycleText,
+  paybackMethodText,
+  paybackStatusText,
+  paybackStatusTag,
+  formatMoney,
+} from "../../dict";
+
+const props = defineProps({
+  /** 当前合同详情对象（含 id / contract_name / contract_no / parties / summary） */
+  contract: { type: Object, default: null },
+});
+
+const emit = defineEmits(["count", "saved"]);
+
+const loading = ref(false);
+const list = ref([]);
+const createVisible = ref(false);
+const detailVisible = ref(false);
+const currentRow = ref(null);
+const editRow = ref(null);
+
+/** 回款进度百分比 */
+function paybackPercent(row) {
+  const total = Number(row.total_amount) || 0;
+  if (!total) return 0;
+  return Math.min(100, Math.round((Number(row.received_amount) / total) * 100));
+}
+
+function openCreate() {
+  editRow.value = null;
+  createVisible.value = true;
+}
+
+function openDetail(row) {
+  currentRow.value = { ...row };
+  detailVisible.value = true;
+}
+
+/** 详情内点击编辑：关闭详情并打开编辑弹窗 */
+function handleEdit(row) {
+  detailVisible.value = false;
+  editRow.value = { ...row };
+  createVisible.value = true;
+}
+
+function handleSaved() {
+  reload();
+  emit("saved");
+}
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  const contractId = props.contract?.id;
+  if (!contractId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const res = await getPaybackList({ contract_id: contractId, page: 1, pageSize: 100 });
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+    emit("count", list.value.length);
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.section-head {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  margin-bottom: 12px;
+
+  .section-title {
+    font-size: 14px;
+    font-weight: 600;
+  }
+}
+</style>
diff --git a/backend/src/views/apps/crm/contract/components/utils.js b/backend/src/views/apps/crm/contract/components/utils.js
index 430439b..ea90a1d 100644
--- a/backend/src/views/apps/crm/contract/components/utils.js
+++ b/backend/src/views/apps/crm/contract/components/utils.js
@@ -13,6 +13,36 @@
 
 const round2 = (n) => Math.round((Number(n) || 0) * 100) / 100;
 
+/**
+ * 软件开发模块树节点售价合计：
+ * - 含子节点 → 汇总子节点；
+ * - 叶子节点 → 人天 × 统一人天单价。
+ */
+export function treeSellTotal(nodes, unitPrice = 0) {
+  const list = Array.isArray(nodes) ? nodes : [];
+  const up = Number(unitPrice) || 0;
+  return round2(
+    list.reduce((sum, n) => {
+      if (Array.isArray(n.children) && n.children.length) {
+        return sum + treeSellTotal(n.children, up);
+      }
+      return sum + round2((Number(n.man_days) || 0) * up);
+    }, 0)
+  );
+}
+
+/** 单行金额：成品 = 数量×单价；软件开发 = 模块树售价合计（人天×统一人天单价） */
+export function lineAmount(row) {
+  if (row?.line_type === "dev") return treeSellTotal(row.dev_tree, row.dev_unit_price);
+  return round2((Number(row?.quantity) || 0) * (Number(row?.price) || 0));
+}
+
+/** 单行成本：成品 = 数量×成本单价；软件开发不计成本 */
+export function lineCost(row) {
+  if (row?.line_type === "dev") return 0;
+  return round2((Number(row?.quantity) || 0) * (Number(row?.cost_price) || 0));
+}
+
 export function buildSummary(products) {
   const rows = Array.isArray(products) ? products : [];
   let hardware = 0;
@@ -20,6 +50,11 @@ export function buildSummary(products) {
   let other = 0;
   let totalCost = 0;
   rows.forEach((row) => {
+    if (row?.line_type === "dev") {
+      const amount = treeSellTotal(row.dev_tree, row.dev_unit_price);
+      software += amount; // 软件开发计入软件部分，不计成本
+      return;
+    }
     const qty = Number(row?.quantity) || 0;
     const price = Number(row?.price) || 0;
     const costPrice = Number(row?.cost_price) || 0;
diff --git a/backend/src/views/apps/crm/contract/index.vue b/backend/src/views/apps/crm/contract/index.vue
index 13cd84c..e911a9b 100644
--- a/backend/src/views/apps/crm/contract/index.vue
+++ b/backend/src/views/apps/crm/contract/index.vue
@@ -11,23 +11,44 @@
       </div>
     </div>
 
+    <!-- 统计周期 -->
+    <div class="stat-period-bar">
+      <el-radio-group v-model="statsPeriod" @change="onPeriodChange">
+        <el-radio-button label="month">本月</el-radio-button>
+        <el-radio-button label="quarter">本季</el-radio-button>
+        <el-radio-button label="year">本年</el-radio-button>
+        <el-radio-button label="custom">自定义</el-radio-button>
+      </el-radio-group>
+      <el-date-picker
+        v-if="statsPeriod === 'custom'"
+        v-model="statsRange"
+        type="daterange"
+        value-format="YYYY-MM-DD"
+        range-separator="至"
+        start-placeholder="开始日期"
+        end-placeholder="结束日期"
+        :clearable="false"
+        @change="loadStats"
+      />
+    </div>
+
     <!-- 统计卡片 -->
     <div class="stat-cards">
       <div class="stat-card">
         <span class="stat-label">合同总数</span>
-        <span class="stat-value">{{ pagination.total }}</span>
+        <span class="stat-value">{{ stats.total ?? 0 }}</span>
       </div>
       <div class="stat-card">
         <span class="stat-label">合同总金额</span>
-        <span class="stat-value primary">￥{{ formatMoney(stats.total_amount) }}</span>
+        <span class="stat-value primary">{{ formatMoney(stats.total_amount) }}</span>
       </div>
       <div class="stat-card">
         <span class="stat-label">产品总成本</span>
-        <span class="stat-value">￥{{ formatMoney(stats.total_cost) }}</span>
+        <span class="stat-value">{{ formatMoney(stats.total_cost) }}</span>
       </div>
       <div class="stat-card">
         <span class="stat-label">合同总利润</span>
-        <span class="stat-value success">￥{{ formatMoney(stats.total_profit) }}</span>
+        <span class="stat-value" :style="profitStyle(stats.total_profit)">{{ profitText(stats.total_profit) }}</span>
       </div>
     </div>
 
@@ -109,40 +130,25 @@
         </el-table-column>
         <el-table-column label="合同总利润" width="130" align="right">
           <template #default="{ row }">
-            {{ formatMoney(row.summary?.total_profit ?? row.total_profit) }}
+            <span :style="profitStyle(row.summary?.total_profit ?? row.total_profit)">
+              {{ profitText(row.summary?.total_profit ?? row.total_profit) }}
+            </span>
           </template>
         </el-table-column>
-        <el-table-column label="负责人" width="90">
-          <template #default="{ row }">{{ row.owner_user_name || "-" }}</template>
-        </el-table-column>
         <el-table-column label="签订日期" width="110" align="center">
           <template #default="{ row }">{{ formatDateOnly(row.sign_date) }}</template>
         </el-table-column>
-        <el-table-column label="操作" width="190" align="center" class-name="op-col" fixed="right">
+        <el-table-column label="逾期" width="100" align="center">
           <template #default="{ row }">
-            <!-- 状态流转：草稿 / 已完成 / 履约中 / 执行异常 / 已作废 互切 -->
-            <el-dropdown trigger="click" @command="(cmd) => handleChangeStatus(row, cmd)">
-              <el-button link type="warning" size="small">
-                状态<el-icon style="margin-left: 2px"><ArrowDown /></el-icon>
-              </el-button>
-              <template #dropdown>
-                <el-dropdown-menu>
-                  <el-dropdown-item
-                    v-for="i in statusOptionsExcept(row)"
-                    :key="i.value"
-                    :command="i.value"
-                  >
-                    {{ i.label }}
-                  </el-dropdown-item>
-                </el-dropdown-menu>
-              </template>
-            </el-dropdown>
-            <el-button link type="primary" size="small" @click="openEdit(row)">
-              编辑
-            </el-button>
-            <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+            <el-tag v-if="contractOverdue(row).overdue" type="danger" size="small" effect="dark">
+              {{ overdueText(contractOverdue(row).days) }}
+            </el-tag>
+            <span v-else>-</span>
           </template>
         </el-table-column>
+        <el-table-column label="负责人" width="90">
+          <template #default="{ row }">{{ row.owner_user_name || "-" }}</template>
+        </el-table-column>
         <template #empty><el-empty description="暂无合同" :image-size="80" /></template>
       </el-table>
 
@@ -168,19 +174,22 @@
     />
 
     <!-- 合同详情 -->
-    <ContractDetail v-model:visible="detailVisible" :contract="currentRow" />
+    <ContractDetail
+      v-model:visible="detailVisible"
+      :contract="currentRow"
+      @refresh="fetchList"
+      @edit="onDetailEdit"
+    />
   </div>
 </template>
 
 <script setup>
 import { ref, reactive, onMounted } from "vue";
 import { ElMessage, ElMessageBox } from "element-plus";
-import { Plus, Search, Refresh, ArrowDown } from "@element-plus/icons-vue";
+import { Plus, Search, Refresh } from "@element-plus/icons-vue";
 import {
   getContractList,
   getContractStats,
-  changeContractStatus,
-  deleteContract,
 } from "@/api/crmContract";
 import ContractCreate from "./components/create.vue";
 import ContractDetail from "./components/detail.vue";
@@ -192,6 +201,8 @@ import {
   contractCategoryText,
   contractStatusText,
   contractStatusTag,
+  contractOverdue,
+  overdueText,
   formatDateOnly,
   formatMoney,
 } from "../dict";
@@ -212,18 +223,39 @@ const filters = reactive({
 });
 const pagination = reactive({ page: 1, pageSize: 20, total: 0 });
 
-/** 列表页统计：后端全租户汇总（排除已作废） */
-const stats = ref({ total_amount: 0, total_cost: 0, total_profit: 0 });
+/** 统计周期：month/quarter/year/custom（自定义选区间） */
+const statsPeriod = ref("month");
+const statsRange = ref([]);
+
+/** 列表页统计：后端按周期汇总（排除已作废），周期参数透传给 Stats */
+const stats = ref({ total: 0, total_amount: 0, total_cost: 0, total_profit: 0 });
 
 async function loadStats() {
   try {
-    const res = await getContractStats();
+    const params = { period: statsPeriod.value };
+    if (statsPeriod.value === "custom" && statsRange.value && statsRange.value.length === 2) {
+      params.start_date = statsRange.value[0];
+      params.end_date = statsRange.value[1];
+    }
+    const res = await getContractStats(params);
     stats.value = res?.data || stats.value;
   } catch {
     /* 统计失败不影响列表 */
   }
 }
 
+/** 切到「自定义」首次未选区间时，默认当前月，避免卡片空值 */
+function onPeriodChange(val) {
+  if (val === "custom" && (!statsRange.value || statsRange.value.length !== 2)) {
+    const now = new Date();
+    const y = now.getFullYear();
+    const m = String(now.getMonth() + 1).padStart(2, "0");
+    const last = new Date(y, now.getMonth() + 1, 0).getDate();
+    statsRange.value = [`${y}-${m}-01`, `${y}-${m}-${last}`];
+  }
+  loadStats();
+}
+
 onMounted(() => {
   fetchList();
   loadStats();
@@ -269,6 +301,23 @@ function partyName(row, role) {
   return hit?.ref_name || "-";
 }
 
+/** 利润正负：正数加 + 号，负数保持 - 号 */
+function profitText(val) {
+  const n = Number(val) || 0;
+  const s = formatMoney(Math.abs(n));
+  if (n > 0) return "+" + s;
+  if (n < 0) return "-" + s;
+  return s;
+}
+
+/** 利润正负配色：正利润红色（danger），负利润绿色（success） */
+function profitStyle(val) {
+  const n = Number(val) || 0;
+  if (n > 0) return { color: "var(--el-color-danger)" };
+  if (n < 0) return { color: "var(--el-color-success)" };
+  return {};
+}
+
 function openCreate() {
   currentRow.value = null;
   initStep.value = 1;
@@ -287,25 +336,15 @@ function openDetail(row) {
   detailVisible.value = true;
 }
 
-/** 点击名称：草稿继续填写，已完成看详情 */
+/** 点击名称：统一查看详情（编辑 / 删除请走合同详情） */
 function openRow(row) {
-  if (Number(row.status) === 1) openEdit(row);
-  else openDetail(row);
+  openDetail(row);
 }
 
-/** 状态流转候选：排除当前状态 */
-function statusOptionsExcept(row) {
-  return CONTRACT_STATUS_OPTIONS.filter((i) => String(i.value) !== String(row.status));
-}
-
-async function handleChangeStatus(row, status) {
-  try {
-    await changeContractStatus(row.id, Number(status));
-    ElMessage.success(`状态已更新为「${contractStatusText(status)}」`);
-    fetchList();
-  } catch (e) {
-    ElMessage.error(e.message || "状态更新失败");
-  }
+/** 详情页触发编辑：关闭详情抽屉，打开创建/编辑向导 */
+function onDetailEdit(row) {
+  detailVisible.value = false;
+  openEdit(row || currentRow.value);
 }
 
 async function handleDelete(row) {
@@ -332,6 +371,15 @@ async function handleDelete(row) {
   grid-template-columns: repeat(4, 1fr);
   gap: 12px;
   margin-bottom: 12px;
+}
+
+.stat-period-bar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+  flex-wrap: wrap;
+}
 
   .stat-card {
     background: var(--el-bg-color);
@@ -360,10 +408,10 @@ async function handleDelete(row) {
         color: var(--el-color-success);
       }
     }
-  }
 }
 
 /* 操作列：强制水平居中（多按钮换行也整体居中） */
+
 :deep(.el-table .op-col .cell) {
   display: flex;
   flex-wrap: wrap;
diff --git a/backend/src/views/apps/crm/customer/components/edit.vue b/backend/src/views/apps/crm/customer/components/edit.vue
index 69992fc..1f24d54 100644
--- a/backend/src/views/apps/crm/customer/components/edit.vue
+++ b/backend/src/views/apps/crm/customer/components/edit.vue
@@ -7,13 +7,13 @@
     @update:model-value="handleClose"
     @closed="handleClosed"
   >
-    <!-- 步骤条 -->
+    <!-- 步骤条（支持点击步骤直接跳转） -->
     <div class="steps-wrapper">
-      <el-steps :active="activeStep" finish-status="success" align-center>
-        <el-step title="基本信息" />
-        <el-step title="联系信息" />
-        <el-step title="开票信息" />
-        <el-step title="备注信息" />
+      <el-steps :active="activeStep" finish-status="success" align-center class="clickable-steps">
+        <el-step title="基本信息" class="step-clickable" @click="goStep(0)" />
+        <el-step title="联系信息" class="step-clickable" @click="goStep(1)" />
+        <el-step title="开票信息" class="step-clickable" @click="goStep(2)" />
+        <el-step title="备注信息" class="step-clickable" @click="goStep(3)" />
       </el-steps>
     </div>
 
@@ -382,6 +382,13 @@ function prevStep() {
   }
 }
 
+/** 点击上方步骤条直接跳转（无需按上一步 / 下一步） */
+function goStep(index) {
+  const target = Math.max(0, Math.min(3, Number(index) || 0));
+  if (target === activeStep.value) return;
+  activeStep.value = target;
+}
+
 async function handleSave(isDraft) {
   if (!formRef.value) return;
   if (isDraft) {
@@ -441,6 +448,15 @@ function handleSaveDraft() {
   padding: 0 20px;
 }
 
+/* 步骤条可点击跳转 */
+.clickable-steps {
+  :deep(.step-clickable),
+  :deep(.el-step__head),
+  :deep(.el-step__main) {
+    cursor: pointer;
+  }
+}
+
 .dialog-footer {
   display: flex;
   justify-content: space-between;
diff --git a/backend/src/views/apps/crm/dashboard/index.vue b/backend/src/views/apps/crm/dashboard/index.vue
index 6ed6b35..307feaa 100644
--- a/backend/src/views/apps/crm/dashboard/index.vue
+++ b/backend/src/views/apps/crm/dashboard/index.vue
@@ -3,7 +3,7 @@
     <!-- 顶部工具栏：时间维度切换 -->
     <div class="toolbar">
       <div class="toolbar-left">
-        <div class="title">客户关系管理 · 数据仪表盘</div>
+        <div class="title">数据仪表盘</div>
         <div class="subtitle">
           <el-icon><Calendar /></el-icon>
           <span>{{ rangeText }}</span>
@@ -169,6 +169,7 @@ import {
   Wallet,
   Phone,
 } from "@element-plus/icons-vue";
+import { getCrmDashboard } from "@/api/crmDashboard";
 
 /* ------------------------------ 类型定义 ------------------------------ */
 type RangeKey = "day" | "week" | "month" | "quarter" | "year";
@@ -179,7 +180,6 @@ interface StatMeta {
   label: string;
   type: StatType;
   icon: unknown;
-  base: Record<RangeKey, number>;
 }
 
 interface StatItem extends StatMeta {
@@ -241,171 +241,55 @@ const rangeText = computed(() => {
 
 /* ------------------------------ 统计卡片 ------------------------------ */
 const statMeta: StatMeta[] = [
-  {
-    key: "newCustomer",
-    label: "新增客户",
-    type: "count",
-    icon: markRaw(UserFilled),
-    base: { day: 8, week: 42, month: 168, quarter: 486, year: 1935 },
-  },
-  {
-    key: "newContact",
-    label: "新增联系人",
-    type: "count",
-    icon: markRaw(Postcard),
-    base: { day: 15, week: 86, month: 342, quarter: 998, year: 3960 },
-  },
-  {
-    key: "newProject",
-    label: "新增项目",
-    type: "count",
-    icon: markRaw(FolderOpened),
-    base: { day: 3, week: 16, month: 62, quarter: 186, year: 742 },
-  },
-  {
-    key: "newContract",
-    label: "新增合同",
-    type: "count",
-    icon: markRaw(Tickets),
-    base: { day: 5, week: 24, month: 96, quarter: 288, year: 1150 },
-  },
-  {
-    key: "newClue",
-    label: "新增线索",
-    type: "count",
-    icon: markRaw(Aim),
-    base: { day: 26, week: 152, month: 610, quarter: 1820, year: 7250 },
-  },
-  {
-    key: "newChance",
-    label: "新增商机",
-    type: "count",
-    icon: markRaw(TrendCharts),
-    base: { day: 12, week: 68, month: 268, quarter: 800, year: 3180 },
-  },
-  {
-    key: "projectAmount",
-    label: "项目金额",
-    type: "amount",
-    icon: markRaw(Files),
-    base: {
-      day: 380000,
-      week: 1980000,
-      month: 7860000,
-      quarter: 23500000,
-      year: 93800000,
-    },
-  },
-  {
-    key: "contractAmount",
-    label: "合同金额",
-    type: "amount",
-    icon: markRaw(Document),
-    base: {
-      day: 260000,
-      week: 1360000,
-      month: 5420000,
-      quarter: 16200000,
-      year: 64800000,
-    },
-  },
-  {
-    key: "chanceAmount",
-    label: "商机金额",
-    type: "amount",
-    icon: markRaw(Money),
-    base: {
-      day: 520000,
-      week: 2760000,
-      month: 10900000,
-      quarter: 32600000,
-      year: 130000000,
-    },
-  },
-  {
-    key: "paymentAmount",
-    label: "回款金额",
-    type: "amount",
-    icon: markRaw(Wallet),
-    base: {
-      day: 210000,
-      week: 1080000,
-      month: 4280000,
-      quarter: 12800000,
-      year: 51200000,
-    },
-  },
-  {
-    key: "newVisit",
-    label: "新增回访",
-    type: "count",
-    icon: markRaw(Phone),
-    base: { day: 18, week: 96, month: 386, quarter: 1150, year: 4600 },
-  },
+  { key: "newCustomer", label: "新增客户", type: "count", icon: markRaw(UserFilled) },
+  { key: "newContact", label: "新增联系人", type: "count", icon: markRaw(Postcard) },
+  { key: "newProject", label: "新增项目", type: "count", icon: markRaw(FolderOpened) },
+  { key: "newContract", label: "新增合同", type: "count", icon: markRaw(Tickets) },
+  { key: "newClue", label: "新增线索", type: "count", icon: markRaw(Aim) },
+  { key: "newChance", label: "新增商机", type: "count", icon: markRaw(TrendCharts) },
+  { key: "projectAmount", label: "项目金额", type: "amount", icon: markRaw(Files) },
+  { key: "contractAmount", label: "合同金额", type: "amount", icon: markRaw(Document) },
+  { key: "chanceAmount", label: "商机金额", type: "amount", icon: markRaw(Money) },
+  { key: "paymentAmount", label: "回款金额", type: "amount", icon: markRaw(Wallet) },
+  { key: "newVisit", label: "新增回访", type: "count", icon: markRaw(Phone) },
 ];
 
 const statCards = ref<StatItem[]>([]);
 
-/* ------------------------------ 列表数据 ------------------------------ */
-const rankList = ref([
-  { name: "张伟", dept: "销售一部", contract: 1280000, payment: 960000 },
-  { name: "李娜", dept: "销售二部", contract: 1060000, payment: 820000 },
-  { name: "王强", dept: "销售一部", contract: 950000, payment: 700000 },
-  { name: "刘洋", dept: "大客户部", contract: 880000, payment: 640000 },
-  { name: "陈静", dept: "销售二部", contract: 760000, payment: 530000 },
-  { name: "赵磊", dept: "大客户部", contract: 640000, payment: 510000 },
-  { name: "孙悦", dept: "销售三部", contract: 520000, payment: 380000 },
-  { name: "周涛", dept: "销售三部", contract: 430000, payment: 300000 },
-]);
+/* ------------------------------ 列表数据（真实接口返回） ------------------------------ */
+interface RankItem {
+  name: string;
+  dept: string;
+  contract: number;
+  payment: number;
+}
+interface VisitItem {
+  customer: string;
+  way: string;
+  content: string;
+  user: string;
+  time: string;
+}
 
+const rankList = ref<RankItem[]>([]);
 const maxContract = computed(() =>
   rankList.value.reduce((max, item) => Math.max(max, item.contract), 1)
 );
+const visitList = ref<VisitItem[]>([]);
 
-const visitList = ref([
-  {
-    customer: "深圳市星辰科技有限公司",
-    way: "电话",
-    content: "确认合同条款细节与交付时间节点",
-    user: "张伟",
-    time: "09-10 09:30",
-  },
-  {
-    customer: "广州恒远制造集团",
-    way: "上门",
-    content: "现场沟通二期项目需求，客户预算已确认",
-    user: "李娜",
-    time: "09-10 08:50",
-  },
-  {
-    customer: "杭州云图网络技术公司",
-    way: "微信",
-    content: "发送报价单，等待客户内部审批流程",
-    user: "王强",
-    time: "09-09 17:20",
-  },
-  {
-    customer: "成都锦程物流有限公司",
-    way: "电话",
-    content: "回访首月使用情况，客户反馈良好",
-    user: "刘洋",
-    time: "09-09 15:05",
-  },
-  {
-    customer: "北京中启信息技术股份公司",
-    way: "邮件",
-    content: "跟进续约意向，客户提出增加 20 个坐席",
-    user: "陈静",
-    time: "09-09 11:40",
-  },
-  {
-    customer: "上海瑞丰医疗器械公司",
-    way: "上门",
-    content: "演示新版本功能，约下周做正式方案汇报",
-    user: "赵磊",
-    time: "09-08 16:30",
-  },
-]);
+// 图表数据（趋势 / 金额 / 漏斗 / 来源），由接口返回
+interface DashData {
+  trend: { axis: string[]; customer: number[]; chance: number[] };
+  funnel: { name: string; value: number }[];
+  amount: { axis: string[]; contract: number[]; payment: number[] };
+  source: { name: string; value: number }[];
+}
+const dash = ref<DashData>({
+  trend: { axis: [], customer: [], chance: [] },
+  funnel: [],
+  amount: { axis: [], contract: [], payment: [] },
+  source: [],
+});
 
 /* ------------------------------ 工具方法 ------------------------------ */
 const formatValue = (item: StatItem) => {
@@ -423,36 +307,6 @@ const formatWan = (value: number) => {
 const trendClass = (trend: number) =>
   trend > 0 ? "up" : trend < 0 ? "down" : "flat";
 
-// 基于基数生成带随机波动的模拟数据（后续替换为接口数据）
-const randomBy = (base: number, spread = 0.3) =>
-  Math.round(base * (1 - spread / 2 + Math.random() * spread));
-
-const getBase = (key: string) =>
-  statMeta.find((i) => i.key === key)?.base[range.value] ?? 0;
-
-const buildAxis = (): string[] => {
-  const now = new Date();
-  switch (range.value) {
-    case "day":
-      return Array.from({ length: 12 }, (_, i) => `${pad(i * 2)}:00`);
-    case "week":
-      return ["周一", "周二", "周三", "周四", "周五", "周六", "周日"];
-    case "month": {
-      const days = new Date(now.getFullYear(), now.getMonth() + 1, 0).getDate();
-      return Array.from({ length: days }, (_, i) => `${i + 1}日`);
-    }
-    case "quarter": {
-      const q = Math.floor(now.getMonth() / 3);
-      return [0, 1, 2].map((i) => `${q * 3 + i + 1}月`);
-    }
-    default:
-      return Array.from({ length: 12 }, (_, i) => `${i + 1}月`);
-  }
-};
-
-const buildSeries = (total: number, len: number) =>
-  Array.from({ length: len }, () => randomBy(total / len, 0.6));
-
 /* ------------------------------ 图表 ------------------------------ */
 const trendRef = ref<HTMLElement | null>(null);
 const funnelRef = ref<HTMLElement | null>(null);
@@ -476,7 +330,7 @@ const getPalette = () => {
 const renderTrendChart = () => {
   if (!trendChart.value) return;
   const p = getPalette();
-  const axis = buildAxis();
+  const axis = dash.value.trend.axis;
   trendChart.value.setOption(
     {
       tooltip: { trigger: "axis", axisPointer: { type: "cross" } },
@@ -519,7 +373,7 @@ const renderTrendChart = () => {
               { offset: 1, color: "rgba(57,115,255,0.02)" },
             ]),
           },
-          data: buildSeries(getBase("newCustomer"), axis.length),
+          data: dash.value.trend.customer,
         },
         {
           name: "新增商机",
@@ -535,7 +389,7 @@ const renderTrendChart = () => {
               { offset: 1, color: "rgba(16,185,129,0.02)" },
             ]),
           },
-          data: buildSeries(getBase("newChance"), axis.length),
+          data: dash.value.trend.chance,
         },
       ],
     },
@@ -546,14 +400,12 @@ const renderTrendChart = () => {
 const renderFunnelChart = () => {
   if (!funnelChart.value) return;
   const p = getPalette();
-  const clue = getBase("newClue");
-  const data = [
-    { name: "线索", value: clue, ratio: 1 },
-    { name: "商机", value: Math.round(clue * 0.42), ratio: 0.42 },
-    { name: "报价", value: Math.round(clue * 0.22), ratio: 0.22 },
-    { name: "合同", value: Math.round(clue * 0.1), ratio: 0.1 },
-    { name: "回款", value: Math.round(clue * 0.078), ratio: 0.078 },
-  ];
+  const maxValue = Math.max(...dash.value.funnel.map((i) => i.value), 1);
+  const data = dash.value.funnel.map((i) => ({
+    name: i.name,
+    value: i.value,
+    ratio: i.value / maxValue,
+  }));
   funnelChart.value.setOption(
     {
       tooltip: {
@@ -601,7 +453,7 @@ const renderFunnelChart = () => {
 const renderAmountChart = () => {
   if (!amountChart.value) return;
   const p = getPalette();
-  const axis = buildAxis();
+  const axis = dash.value.amount.axis;
   amountChart.value.setOption(
     {
       tooltip: { trigger: "axis", axisPointer: { type: "shadow" } },
@@ -638,14 +490,14 @@ const renderAmountChart = () => {
           type: "bar",
           barMaxWidth: 18,
           itemStyle: { color: "#f59e0b", borderRadius: [4, 4, 0, 0] },
-          data: buildSeries(getBase("contractAmount"), axis.length),
+          data: dash.value.amount.contract,
         },
         {
           name: "回款金额",
           type: "bar",
           barMaxWidth: 18,
           itemStyle: { color: "#eab308", borderRadius: [4, 4, 0, 0] },
-          data: buildSeries(getBase("paymentAmount"), axis.length),
+          data: dash.value.amount.payment,
         },
       ],
     },
@@ -656,13 +508,7 @@ const renderAmountChart = () => {
 const renderSourceChart = () => {
   if (!sourceChart.value) return;
   const p = getPalette();
-  const total = getBase("newClue");
-  const ratio = [0.28, 0.2, 0.16, 0.14, 0.12, 0.1];
-  const names = ["官网注册", "电话咨询", "展会获客", "客户转介绍", "社交媒体", "广告投放"];
-  const data = names.map((name, i) => ({
-    name,
-    value: Math.round(total * ratio[i] * (0.9 + Math.random() * 0.2)),
-  }));
+  const data = dash.value.source;
   sourceChart.value.setOption(
     {
       tooltip: { trigger: "item", formatter: "{b}：{c}（{d}%）" },
@@ -720,20 +566,44 @@ const handleResize = () => {
 const loadData = async () => {
   loading.value = true;
   try {
-    // TODO: 接入真实接口，按 range 维度查询统计数据
-    // const res = await getCrmDashboard({ range: range.value });
-    await new Promise((resolve) => setTimeout(resolve, 260));
+    const res = await getCrmDashboard({ range: range.value });
+    const data: any = res?.data || {};
+
+    const statsMap: Record<string, { value: number; trend: number }> =
+      data.stats || {};
     statCards.value = statMeta.map((meta) => ({
       ...meta,
-      value: randomBy(meta.base[range.value]),
-      trend: Number((Math.random() * 46 - 16).toFixed(1)),
+      value: statsMap[meta.key]?.value ?? 0,
+      trend: statsMap[meta.key]?.trend ?? 0,
     }));
+
+    dash.value = {
+      trend: data.trend || { axis: [], customer: [], chance: [] },
+      funnel: data.funnel || [],
+      amount: data.amount || { axis: [], contract: [], payment: [] },
+      source: data.source || [],
+    };
+    rankList.value = data.rank || [];
+    visitList.value = data.visits || [];
+
     const now = new Date();
     updateTime.value = `${now.getFullYear()}-${pad(now.getMonth() + 1)}-${pad(
       now.getDate()
     )} ${pad(now.getHours())}:${pad(now.getMinutes())}:${pad(now.getSeconds())}`;
     await nextTick();
     renderCharts();
+  } catch (e) {
+    statCards.value = statMeta.map((meta) => ({ ...meta, value: 0, trend: 0 }));
+    dash.value = {
+      trend: { axis: [], customer: [], chance: [] },
+      funnel: [],
+      amount: { axis: [], contract: [], payment: [] },
+      source: [],
+    };
+    rankList.value = [];
+    visitList.value = [];
+    await nextTick();
+    renderCharts();
   } finally {
     loading.value = false;
   }
diff --git a/backend/src/views/apps/crm/dict.js b/backend/src/views/apps/crm/dict.js
index 68b7dea..87722f5 100644
--- a/backend/src/views/apps/crm/dict.js
+++ b/backend/src/views/apps/crm/dict.js
@@ -263,6 +263,76 @@ export function formatDateOnly(val) {
   return `${d.getFullYear()}-${m}-${day}`;
 }
 
+/* =====================================================================
+ * 逾期（overdue）计算
+ * 规则：到期/结束日期 < 今天 且 状态非「完成/作废」即视为逾期。
+ *   - 项目：结束日期(end_date) 已过 且 状态 != 已完成(3)
+ *   - 合同：到期日期(expire_date) 已过 且 状态 != 已完成(2) / 已作废(3)
+ *   - 回款明细：计划回款日期(plan_date) 已过 且 状态 != 已回款(3)
+ * 全部以「当前日期」判定，无需服务端额外参数。
+ * ===================================================================== */
+
+/** 距今天数：今天 - dateStr（按日期比较），>0 表示 dateStr 已在今天之前 */
+export function overdueDays(dateStr) {
+  if (!dateStr) return 0;
+  const d = new Date(dateStr);
+  if (isNaN(d.getTime())) return 0;
+  const t = new Date();
+  t.setHours(0, 0, 0, 0);
+  d.setHours(0, 0, 0, 0);
+  return Math.round((t - d) / 86400000);
+}
+
+/** 逾期文案：days>0 -> "逾期 N 天"，否则空串 */
+export function overdueText(days) {
+  return days > 0 ? `逾期 ${days} 天` : "";
+}
+
+/** 项目逾期信息：{ overdue, days } */
+export function projectOverdue(row) {
+  const days = overdueDays(row?.end_date);
+  const overdue = days > 0 && Number(row?.status) !== 3;
+  return { overdue, days: overdue ? days : 0 };
+}
+
+/** 合同逾期信息：{ overdue, days } */
+export function contractOverdue(row) {
+  const days = overdueDays(row?.expire_date);
+  const overdue = days > 0 && ![2, 3].includes(Number(row?.status));
+  return { overdue, days: overdue ? days : 0 };
+}
+
+/** 回款明细逾期信息：{ overdue, days } */
+export function paybackItemOverdue(item) {
+  const days = overdueDays(item?.plan_date);
+  const overdue = days > 0 && Number(item?.status) !== 3;
+  return { overdue, days: overdue ? days : 0 };
+}
+
+/** 回款计划逾期：任一明细逾期即视为计划逾期（items 可能为数组或 JSON 字符串）。
+ *  返回 { overdue, days }，days 取逾期明细中最大的逾期天数。 */
+export function paybackPlanOverdue(payback) {
+  let items = payback?.items;
+  if (typeof items === "string" && items.trim()) {
+    try {
+      items = JSON.parse(items);
+    } catch {
+      items = [];
+    }
+  }
+  if (!Array.isArray(items)) items = [];
+  let maxDays = 0;
+  let overdue = false;
+  for (const it of items) {
+    const r = paybackItemOverdue(it);
+    if (r.overdue) {
+      overdue = true;
+      if (r.days > maxDays) maxDays = r.days;
+    }
+  }
+  return { overdue, days: overdue ? maxDays : 0 };
+}
+
 /* =====================================================================
  * 合同管理
  * 我方角色 our_role：1=甲方 2=乙方 3=丙方 4=丁方（当前租户扮演的一方，默认乙方）
@@ -417,3 +487,66 @@ export function stripHtml(val) {
   if (text) return text;
   return /<img/i.test(raw) ? "[图片]" : "-";
 }
+
+/* =====================================================================
+ * 回款管理（针对于合同：回款计划 + 回款进度）
+ * 回款周期 plan_type：1=月度 2=季度 3=年度 4=进度 5=自定义
+ * 回款方式 pay_method：1=对公转账 2=网银转账 3=现金 4=支票 5=支付宝 6=微信 7=其他
+ * 计划状态 status：1=进行中 2=已完成
+ * 明细状态 item.status：1=未回款 2=部分回款 3=已回款
+ * ===================================================================== */
+
+/** 回款周期 */
+export const PAYBACK_CYCLE_OPTIONS = [
+  { label: "月度", value: 1 },
+  { label: "季度", value: 2 },
+  { label: "年度", value: 3 },
+  { label: "进度", value: 4 },
+  { label: "自定义", value: 5 },
+];
+
+/** 按周期的分期单位（用于生成「第 N 月/季度/年」文案） */
+export const PAYBACK_CYCLE_UNIT = { 1: "月", 2: "季度", 3: "年" };
+
+/** 回款方式 */
+export const PAYBACK_METHOD_OPTIONS = [
+  { label: "对公转账", value: 1 },
+  { label: "网银转账", value: 2 },
+  { label: "现金", value: 3 },
+  { label: "支票", value: 4 },
+  { label: "支付宝", value: 5 },
+  { label: "微信", value: 6 },
+  { label: "其他", value: 7 },
+];
+
+/** 回款计划状态 */
+export const PAYBACK_STATUS_OPTIONS = [
+  { label: "进行中", value: 1 },
+  { label: "已完成", value: 2 },
+];
+
+/** 回款明细（分期）状态 */
+export const PAYBACK_ITEM_STATUS_OPTIONS = [
+  { label: "未回款", value: 1 },
+  { label: "部分回款", value: 2 },
+  { label: "已回款", value: 3 },
+];
+
+const PAYBACK_CYCLE_MAP = PAYBACK_CYCLE_OPTIONS.reduce((m, i) => ((m[i.value] = i.label), m), {});
+const PAYBACK_METHOD_MAP = PAYBACK_METHOD_OPTIONS.reduce((m, i) => ((m[i.value] = i.label), m), {});
+const PAYBACK_STATUS_MAP = PAYBACK_STATUS_OPTIONS.reduce((m, i) => ((m[i.value] = i.label), m), {});
+const PAYBACK_ITEM_STATUS_MAP = PAYBACK_ITEM_STATUS_OPTIONS.reduce(
+  (m, i) => ((m[i.value] = i.label), m),
+  {}
+);
+
+const PAYBACK_STATUS_TAG = { 1: "primary", 2: "success" };
+const PAYBACK_ITEM_STATUS_TAG = { 1: "info", 2: "warning", 3: "success" };
+
+export const paybackCycleText = (val) => PAYBACK_CYCLE_MAP[normalize(val)] || normalize(val) || "-";
+export const paybackMethodText = (val) => PAYBACK_METHOD_MAP[normalize(val)] || normalize(val) || "-";
+export const paybackStatusText = (val) => PAYBACK_STATUS_MAP[normalize(val)] || normalize(val) || "-";
+export const paybackStatusTag = (val) => PAYBACK_STATUS_TAG[normalize(val)] || "info";
+export const paybackItemStatusText = (val) =>
+  PAYBACK_ITEM_STATUS_MAP[normalize(val)] || normalize(val) || "-";
+export const paybackItemStatusTag = (val) => PAYBACK_ITEM_STATUS_TAG[normalize(val)] || "info";
diff --git a/backend/src/views/apps/crm/payback/components/create.vue b/backend/src/views/apps/crm/payback/components/create.vue
new file mode 100644
index 0000000..133fd21
--- /dev/null
+++ b/backend/src/views/apps/crm/payback/components/create.vue
@@ -0,0 +1,763 @@
+<template>
+  <el-dialog
+    :model-value="visible"
+    :title="isEdit ? '编辑回款计划' : '新建回款计划'"
+    width="880px"
+    top="5vh"
+    :close-on-click-modal="false"
+    @update:model-value="handleClose"
+    @closed="handleClosed"
+  >
+    <el-form ref="formRef" :model="form" :rules="rules" label-width="104px">
+      <!-- 关联合同 / 客户 / 金额 -->
+      <el-divider content-position="left">合同信息</el-divider>
+      <el-row :gutter="20">
+        <el-col :span="12">
+          <el-form-item label="关联合同" prop="contract_id">
+            <el-select
+              v-model="form.contract_id"
+              filterable
+              remote
+              clearable
+              reserve-keyword
+              :loading="contractLoading"
+              :remote-method="searchContracts"
+              placeholder="搜索合同名称"
+              style="width: 100%"
+              @change="handleContractChange"
+              @visible-change="handleContractDropdown"
+            >
+              <el-option
+                v-for="c in contractOptions"
+                :key="c.id"
+                :label="c.contract_name"
+                :value="c.id"
+              >
+                <span class="option-name">{{ c.contract_name }}</span>
+                <span class="option-sub">{{ c.contract_no }}</span>
+              </el-option>
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="客户名称" prop="customer_name">
+            <el-input v-model="form.customer_name" placeholder="默认取合同客户，可修改" maxlength="128" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="合同名称" prop="contract_name">
+            <el-input v-model="form.contract_name" placeholder="选择合同后自动带入" maxlength="100" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="合同总金额" prop="contract_amount">
+            <el-input-number
+              v-model="form.contract_amount"
+              :min="0"
+              :precision="2"
+              :controls="false"
+              placeholder="元"
+              style="width: 100%"
+            />
+          </el-form-item>
+        </el-col>
+      </el-row>
+
+      <!-- 计划配置 -->
+      <el-divider content-position="left">计划配置</el-divider>
+      <el-row :gutter="20">
+        <el-col :span="24">
+          <el-form-item label="回款周期" prop="plan_type">
+            <el-radio-group v-model="form.plan_type" @change="handlePlanTypeChange">
+              <el-radio-button v-for="i in PAYBACK_CYCLE_OPTIONS" :key="i.value" :value="i.value">
+                {{ i.label }}
+              </el-radio-button>
+            </el-radio-group>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="回款方式" prop="pay_method">
+            <el-select v-model="form.pay_method" placeholder="请选择" style="width: 100%">
+              <el-option v-for="i in PAYBACK_METHOD_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="负责人" prop="owner_user_id">
+            <el-select v-model="form.owner_user_id" filterable placeholder="请选择负责人" style="width: 100%">
+              <el-option v-for="u in userOptions" :key="u.id" :label="u.name" :value="String(u.id)" />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12">
+          <el-form-item label="提前提醒" prop="remind_days">
+            <el-input-number v-model="form.remind_days" :min="0" :max="365" style="width: 100%" />
+          </el-form-item>
+        </el-col>
+        <el-col :span="24">
+          <el-form-item label="备注" prop="remark">
+            <el-input v-model="form.remark" type="textarea" :rows="2" placeholder="回款补充说明（选填）" />
+          </el-form-item>
+        </el-col>
+      </el-row>
+
+      <!-- 流水回执：银行流水 / 转账凭证，非必填 -->
+      <el-divider content-position="left">
+        流水回执
+        <span class="tip">银行流水 / 转账凭证等，选填</span>
+      </el-divider>
+      <div class="receipt-block">
+        <el-upload
+          :show-file-list="false"
+          :http-request="handleReceiptUpload"
+          :disabled="uploading"
+          accept=".jpg,.jpeg,.png,.pdf,.doc,.docx,.xls,.xlsx"
+        >
+          <el-button :icon="Upload" :loading="uploading" size="small">上传流水回执</el-button>
+        </el-upload>
+        <div v-if="form.receipt_url" class="receipt-file">
+          <el-link type="primary" :href="form.receipt_url" target="_blank" :underline="false">
+            <el-icon><Document /></el-icon>
+            <span class="receipt-name">{{ form.receipt_name || "流水回执" }}</span>
+          </el-link>
+          <el-button link type="danger" size="small" :icon="Delete" @click="clearReceipt">移除</el-button>
+        </div>
+      </div>
+
+      <!-- 计划明细：月度 / 季度 / 年度 = 期数 + 每期金额 -->
+      <template v-if="isFixedCycle">
+        <el-divider content-position="left">
+          回款明细
+          <span class="tip">按{{ cycleUnitText }}生成分期，共 {{ form.periodCount || 0 }} 期</span>
+        </el-divider>
+        <el-row :gutter="20">
+          <el-col :span="8">
+            <el-form-item :label="`期数（${cycleUnitText}）`">
+              <el-input-number v-model="form.periodCount" :min="1" :max="120" style="width: 100%" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="8">
+            <el-form-item label="每期金额">
+              <el-input-number
+                v-model="form.periodAmount"
+                :min="0"
+                :precision="2"
+                :controls="false"
+                style="width: 100%"
+              />
+            </el-form-item>
+          </el-col>
+          <el-col :span="8">
+            <el-form-item label="计划总额">
+              <span class="total-amount">￥{{ formatMoney(plannedTotal) }}</span>
+            </el-form-item>
+          </el-col>
+        </el-row>
+        <el-table :data="fixedItems" border size="small" class="detail-table">
+          <el-table-column type="index" label="期数" width="70" align="center" />
+          <el-table-column prop="name" label="名称" min-width="120" />
+          <el-table-column label="支付金额" width="140" align="right">
+            <template #default="{ row }">￥{{ formatMoney(row.amount) }}</template>
+          </el-table-column>
+          <el-table-column label="计划回款日期" width="180">
+            <template #default="{ $index }">
+              <el-date-picker v-model="form.periodDates[$index]" type="date" value-format="YYYY-MM-DD" placeholder="选择日期" style="width: 100%" />
+            </template>
+          </el-table-column>
+          <template #empty><el-empty description="请填写期数与每期金额" :image-size="50" /></template>
+        </el-table>
+      </template>
+
+      <!-- 计划明细：进度 = 进度名称 + 进度百分比 + 进度金额 -->
+      <template v-else-if="form.plan_type === 4">
+        <el-divider content-position="left">
+          回款进度
+          <span class="tip">按进度节点逐笔回款</span>
+        </el-divider>
+        <el-table :data="form.progressItems" border size="small" class="detail-table" row-key="__key">
+          <el-table-column type="index" label="#" width="50" align="center" />
+          <el-table-column label="进度名称" min-width="160">
+            <template #default="{ row }">
+              <el-input v-model="row.name" placeholder="如：预付款、验收款" maxlength="50" />
+            </template>
+          </el-table-column>
+          <el-table-column label="进度百分比" width="150">
+            <template #default="{ row }">
+              <el-input-number
+                v-model="row.percent"
+                :min="0"
+                :max="100"
+                :precision="2"
+                :controls="false"
+                style="width: 100%"
+              />
+            </template>
+          </el-table-column>
+          <el-table-column width="210">
+            <template #header>
+              <span>进度金额</span>
+              <el-tooltip
+                content="默认按「合同总金额 × 进度百分比」自动计算；手动填写后该行不再自动计算，可点「重算」恢复"
+                placement="top"
+              >
+                <el-icon class="col-tip"><QuestionFilled /></el-icon>
+              </el-tooltip>
+            </template>
+            <template #default="{ row }">
+              <div class="amount-cell">
+                <el-input-number
+                  v-model="row.amount"
+                  :min="0"
+                  :precision="2"
+                  :controls="false"
+                  class="amount-input"
+                  @change="markAmountManual(row)"
+                />
+                <el-button v-if="row.auto === false" link type="primary" size="small" @click="resetRowAuto(row)">
+                  重算
+                </el-button>
+              </div>
+            </template>
+          </el-table-column>
+          <el-table-column label="计划回款日期" width="180">
+            <template #default="{ row }">
+              <el-date-picker v-model="row.plan_date" type="date" value-format="YYYY-MM-DD" placeholder="选择日期" style="width: 100%" />
+            </template>
+          </el-table-column>
+          <el-table-column label="操作" width="70" align="center">
+            <template #default="{ $index }">
+              <el-button link type="danger" size="small" @click="removeRow('progressItems', $index)">删除</el-button>
+            </template>
+          </el-table-column>
+          <template #empty><el-empty description="暂无进度节点" :image-size="50" /></template>
+        </el-table>
+        <el-button class="add-row" :icon="Plus" size="small" @click="addRow('progressItems')">增加进度</el-button>
+        <span class="sum-tip">计划总额：￥{{ formatMoney(plannedTotal) }}</span>
+      </template>
+
+      <!-- 计划明细：自定义 = 名称 + 计划日期 + 金额 -->
+      <template v-else>
+        <el-divider content-position="left">
+          回款明细
+          <span class="tip">自定义回款节点</span>
+        </el-divider>
+        <el-table :data="form.customItems" border size="small" class="detail-table" row-key="__key">
+          <el-table-column type="index" label="#" width="50" align="center" />
+          <el-table-column label="名称" min-width="160">
+            <template #default="{ row }">
+              <el-input v-model="row.name" placeholder="如：首付款" maxlength="50" />
+            </template>
+          </el-table-column>
+          <el-table-column label="计划日期" width="180">
+            <template #default="{ row }">
+              <el-date-picker v-model="row.plan_date" type="date" value-format="YYYY-MM-DD" placeholder="选择日期" style="width: 100%" />
+            </template>
+          </el-table-column>
+          <el-table-column label="金额" width="170">
+            <template #default="{ row }">
+              <el-input-number v-model="row.amount" :min="0" :precision="2" :controls="false" style="width: 100%" />
+            </template>
+          </el-table-column>
+          <el-table-column label="操作" width="70" align="center">
+            <template #default="{ $index }">
+              <el-button link type="danger" size="small" @click="removeRow('customItems', $index)">删除</el-button>
+            </template>
+          </el-table-column>
+          <template #empty><el-empty description="暂无回款节点" :image-size="50" /></template>
+        </el-table>
+        <el-button class="add-row" :icon="Plus" size="small" @click="addRow('customItems')">增加明细</el-button>
+        <span class="sum-tip">计划总额：￥{{ formatMoney(plannedTotal) }}</span>
+      </template>
+    </el-form>
+
+    <template #footer>
+      <el-button @click="handleClose">取消</el-button>
+      <el-button type="primary" :loading="saving" @click="handleSubmit">保存</el-button>
+    </template>
+  </el-dialog>
+</template>
+
+<script setup>
+import { ref, reactive, computed, watch } from "vue";
+import { ElMessage } from "element-plus";
+import { Plus, QuestionFilled, Upload, Delete, Document } from "@element-plus/icons-vue";
+import { createPayback, updatePayback } from "@/api/crmPayback";
+import { uploadFile } from "@/api/file";
+import { getContractList } from "@/api/crmContract";
+import { getAllUsers } from "@/api/user";
+import { useAuthStore } from "@/stores/auth";
+import {
+  PAYBACK_CYCLE_OPTIONS,
+  PAYBACK_METHOD_OPTIONS,
+  PAYBACK_CYCLE_UNIT,
+  formatMoney,
+} from "../../dict";
+
+const props = defineProps({
+  visible: { type: Boolean, default: false },
+  /** 编辑数据（含 id 与 items） */
+  editData: { type: Object, default: null },
+  /** 预设合同（从合同详情「回款计划」进入时使用） */
+  presetContract: { type: Object, default: null },
+  /** 预设合同ID（列表选择合同后快捷新建） */
+  presetContractId: { type: [Number, String], default: null },
+});
+
+const emit = defineEmits(["update:visible", "success"]);
+
+const authStore = useAuthStore();
+const formRef = ref();
+const saving = ref(false);
+const isEdit = ref(false);
+const internalId = ref(null);
+const userOptions = ref([]);
+
+let rowSeed = 0;
+const genKey = () => `pb_${Date.now()}_${rowSeed++}`;
+
+const defaultForm = () => ({
+  contract_id: null,
+  contract_no: "",
+  contract_name: "",
+  customer_id: null,
+  customer_name: "",
+  contract_amount: 0,
+  plan_type: 4,
+  pay_method: 1,
+  remind_days: 0,
+  owner_user_id: authStore.user?.id ? String(authStore.user.id) : "",
+  owner_user_name: authStore.user?.name || "",
+  remark: "",
+  receipt_url: "",
+  receipt_name: "",
+  periodCount: 1,
+  periodAmount: 0,
+  periodDates: [],
+  progressItems: [{ __key: genKey(), name: "", percent: 0, amount: 0, plan_date: "", auto: true }],
+  customItems: [],
+});
+
+const form = reactive(defaultForm());
+
+const rules = {
+  contract_id: [{ required: true, message: "请选择关联合同", trigger: "change" }],
+  plan_type: [{ required: true, message: "请选择回款周期", trigger: "change" }],
+  pay_method: [{ required: true, message: "请选择回款方式", trigger: "change" }],
+};
+
+/** 固定周期（月度/季度/年度）：期数 + 每期金额 */
+const isFixedCycle = computed(() => [1, 2, 3].includes(Number(form.plan_type)));
+const cycleUnitText = computed(() => PAYBACK_CYCLE_UNIT[Number(form.plan_type)] || "");
+
+const fixedItems = computed(() => {
+  const n = Number(form.periodCount) || 0;
+  const amount = Number(form.periodAmount) || 0;
+  return Array.from({ length: n }, (_, i) => ({
+    seq: i + 1,
+    name: `第${i + 1}${cycleUnitText.value}`,
+    amount,
+    plan_date: form.periodDates[i] || "",
+  }));
+});
+
+/** 计划总额：按当前周期口径汇总 */
+const plannedTotal = computed(() => {
+  if (isFixedCycle.value) return Number(form.periodCount || 0) * (Number(form.periodAmount) || 0);
+  const rows = Number(form.plan_type) === 4 ? form.progressItems : form.customItems;
+  return rows.reduce((sum, r) => sum + (Number(r.amount) || 0), 0);
+});
+
+/* ------------------------------ 合同搜索 ------------------------------ */
+
+const contractLoading = ref(false);
+const contractOptions = ref([]);
+
+const searchContracts = async (keyword) => {
+  contractLoading.value = true;
+  try {
+    const res = await getContractList({ keyword: keyword || "", page: 1, pageSize: 50 });
+    contractOptions.value = res?.data?.list || [];
+  } catch {
+    contractOptions.value = [];
+  } finally {
+    contractLoading.value = false;
+  }
+};
+
+const handleContractDropdown = (visible) => {
+  if (visible && contractOptions.value.length === 0) searchContracts("");
+};
+
+const handleContractChange = (id) => {
+  const hit = contractOptions.value.find((c) => String(c.id) === String(id));
+  if (!hit) return;
+  applyContract(hit);
+};
+
+/** 用合同数据回填客户 / 合同名称 / 合同金额（客户取合同参与方中的客户） */
+function applyContract(contract) {
+  form.contract_name = contract.contract_name || "";
+  form.contract_no = contract.contract_no || "";
+  const amount = contract.summary?.total_amount ?? contract.total_amount;
+  if (amount !== undefined && amount !== null) form.contract_amount = Number(amount) || 0;
+  const parties = Array.isArray(contract.parties) ? contract.parties : [];
+  const customer = parties.find((p) => String(p.ref_type) === "1");
+  if (customer) {
+    form.customer_name = customer.ref_name || form.customer_name;
+    form.customer_id = customer.ref_id || form.customer_id;
+  }
+}
+
+/* ------------------------------ 明细操作 ------------------------------ */
+
+const addRow = (key) => {
+  if (key === "progressItems") {
+    const row = { __key: genKey(), name: "", percent: 0, amount: 0, plan_date: "", auto: true };
+    form.progressItems.push(row);
+    syncRowAmount(row);
+  } else {
+    form.customItems.push({ __key: genKey(), name: "", plan_date: "", amount: 0 });
+  }
+};
+
+const removeRow = (key, index) => {
+  form[key].splice(index, 1);
+};
+
+/* ---------------------- 流水回执上传（非必填） ---------------------- */
+
+const uploading = ref(false);
+
+/** 上传流水回执：复用通用文件上传接口，返回地址存入表单（选填） */
+async function handleReceiptUpload(options) {
+  const file = options.file;
+  uploading.value = true;
+  try {
+    const fd = new FormData();
+    fd.append("file", file);
+    const res = await uploadFile(fd);
+    const data = res?.data || {};
+    form.receipt_url = data.url || "";
+    form.receipt_name = data.name || file.name;
+    ElMessage.success("上传成功");
+  } catch (e) {
+    ElMessage.error(e.message || "上传失败");
+  } finally {
+    uploading.value = false;
+  }
+}
+
+/** 移除已上传的流水回执 */
+function clearReceipt() {
+  form.receipt_url = "";
+  form.receipt_name = "";
+}
+
+/* ---------------------- 进度金额自动计算 ---------------------- */
+
+/** 金额保留两位小数 */
+const round2 = (n) => Math.round((Number(n) || 0) * 100) / 100;
+
+/** 单行进度金额 = 合同总金额 × 进度百分比（手动修改过的行不参与） */
+function syncRowAmount(row) {
+  if (!row || row.auto === false) return;
+  const base = Number(form.contract_amount) || 0;
+  row.amount = round2((base * (Number(row.percent) || 0)) / 100);
+}
+
+/** 全部自动行重算（合同总金额变化 / 百分比变化时调用） */
+function syncAllAmounts() {
+  form.progressItems.forEach((row) => syncRowAmount(row));
+}
+
+/** 手动填写进度金额：该行转为手动，不再随百分比自动变化 */
+function markAmountManual(row) {
+  row.auto = false;
+}
+
+/** 恢复该行自动计算 */
+function resetRowAuto(row) {
+  row.auto = true;
+  syncRowAmount(row);
+}
+
+/** 合同总金额变化：所有自动行重算 */
+watch(() => form.contract_amount, syncAllAmounts);
+
+/** 进度百分比变化：自动行实时重算 */
+watch(
+  () => form.progressItems.map((r) => `${r.__key}#${Number(r.percent) || 0}`).join(","),
+  syncAllAmounts
+);
+
+/** 周期切换：首次进入对应明细时补一行默认数据 */
+const handlePlanTypeChange = (val) => {
+  if (Number(val) === 4 && form.progressItems.length === 0) addRow("progressItems");
+  if (Number(val) === 5 && form.customItems.length === 0) addRow("customItems");
+};
+
+/* ------------------------------ 回显 ------------------------------ */
+
+/** 解析 items（兼容 JSON 字符串 / 数组） */
+function parseItems(val) {
+  if (Array.isArray(val)) return val;
+  if (typeof val === "string" && val.trim()) {
+    try {
+      const arr = JSON.parse(val);
+      return Array.isArray(arr) ? arr : [];
+    } catch {
+      return [];
+    }
+  }
+  return [];
+}
+
+async function loadUsers() {
+  if (userOptions.value.length) return;
+  try {
+    const res = await getAllUsers();
+    const data = res?.data || {};
+    const list = Array.isArray(data) ? data : data.list || [];
+    userOptions.value = list.map((u) => ({
+      id: u.uid || u.id,
+      name: u.name || u.account || `用户${u.uid || u.id}`,
+    }));
+  } catch {
+    userOptions.value = [];
+  }
+}
+
+watch(
+  () => props.visible,
+  (val) => {
+    if (!val) return;
+    loadUsers();
+    const preset = props.presetContract;
+    if (props.editData?.id) {
+      isEdit.value = true;
+      internalId.value = props.editData.id;
+      Object.assign(form, defaultForm(), props.editData);
+      form.plan_type = Number(props.editData.plan_type) || 1;
+      form.pay_method = Number(props.editData.pay_method) || 1;
+      form.remind_days = Number(props.editData.remind_days) || 0;
+      form.contract_amount = Number(props.editData.contract_amount) || 0;
+      const items = parseItems(props.editData.items);
+      if ([1, 2, 3].includes(form.plan_type)) {
+        form.periodCount = items.length || 1;
+        form.periodAmount = items.length ? Number(items[0].amount) || 0 : 0;
+        form.periodDates = items.map((it) => it.plan_date || "");
+      } else if (form.plan_type === 4) {
+        // 回显历史数据：保留已保存金额，默认按手动处理（可点「重算」恢复自动）
+        form.progressItems = items.map((it) => ({ ...it, __key: genKey(), auto: false }));
+      } else {
+        form.customItems = items.map((it) => ({ ...it, __key: genKey() }));
+      }
+      // 合同下拉回显（不重新拉取，直接补一条）
+      if (form.contract_id) {
+        contractOptions.value = [
+          {
+            id: form.contract_id,
+            contract_no: form.contract_no,
+            contract_name: form.contract_name,
+          },
+        ];
+      }
+    } else {
+      isEdit.value = false;
+      internalId.value = null;
+      Object.assign(form, defaultForm());
+      contractOptions.value = [];
+      const source = preset || (props.presetContractId ? { id: props.presetContractId } : null);
+      if (source) {
+        let hit = contractOptions.value.find((c) => String(c.id) === String(source.id));
+        if (source.contract_name) {
+          hit = { ...source };
+          contractOptions.value = [hit];
+        }
+        form.contract_id = source.id;
+        if (hit) applyContract(hit);
+        else form.contract_name = source.contract_name || "";
+      }
+    }
+  }
+);
+
+/* ------------------------------ 保存 ------------------------------ */
+
+/** 组装明细：按周期口径输出后端 items 结构 */
+function buildItems() {
+  if (isFixedCycle.value) {
+    return fixedItems.value.map((it) => ({
+      name: it.name,
+      amount: Number(it.amount) || 0,
+      plan_date: form.periodDates[it.seq - 1] || "",
+    }));
+  }
+  if (Number(form.plan_type) === 4) {
+    return form.progressItems.map((it) => ({
+      name: (it.name || "").trim(),
+      percent: Number(it.percent) || 0,
+      amount: Number(it.amount) || 0,
+      plan_date: it.plan_date || "",
+    }));
+  }
+  return form.customItems.map((it) => ({
+    name: (it.name || "").trim(),
+    plan_date: it.plan_date || "",
+    amount: Number(it.amount) || 0,
+  }));
+}
+
+async function handleSubmit() {
+  if (!formRef.value) return;
+  try {
+    await formRef.value.validate();
+  } catch {
+    return;
+  }
+  const items = buildItems();
+  if (!items.length) {
+    ElMessage.warning("请填写回款明细");
+    return;
+  }
+  if (items.some((it) => !(Number(it.amount) > 0))) {
+    ElMessage.warning("请填写正确的回款金额");
+    return;
+  }
+  if (Number(form.plan_type) === 4 && items.some((it) => !it.name)) {
+    ElMessage.warning("请填写进度名称");
+    return;
+  }
+  if (Number(form.plan_type) === 5 && items.some((it) => !it.name)) {
+    ElMessage.warning("请填写回款名称");
+    return;
+  }
+
+  const owner = userOptions.value.find((u) => String(u.id) === String(form.owner_user_id));
+  const payload = {
+    contract_id: Number(form.contract_id) || 0,
+    contract_no: form.contract_no,
+    contract_name: form.contract_name,
+    customer_id: Number(form.customer_id) || 0,
+    customer_name: form.customer_name,
+    contract_amount: Number(form.contract_amount) || 0,
+    plan_type: Number(form.plan_type) || 1,
+    pay_method: Number(form.pay_method) || 1,
+    remind_days: Number(form.remind_days) || 0,
+    owner_user_id: form.owner_user_id,
+    owner_user_name: owner?.name || form.owner_user_name || "",
+    remark: form.remark,
+    receipt_url: form.receipt_url,
+    receipt_name: form.receipt_name,
+    items,
+  };
+
+  saving.value = true;
+  try {
+    if (internalId.value) {
+      await updatePayback(internalId.value, payload);
+      ElMessage.success("更新成功");
+    } else {
+      await createPayback(payload);
+      ElMessage.success("创建成功");
+    }
+    emit("success");
+    handleClose();
+  } catch (e) {
+    ElMessage.error(e.message || "操作失败");
+  } finally {
+    saving.value = false;
+  }
+}
+
+function handleClose() {
+  emit("update:visible", false);
+}
+
+function handleClosed() {
+  formRef.value?.resetFields();
+  contractOptions.value = [];
+  Object.assign(form, defaultForm());
+}
+</script>
+
+<style lang="less" scoped>
+.tip {
+  font-size: 12px;
+  color: var(--el-text-color-secondary);
+  margin-left: 8px;
+}
+
+/* 流水回执上传 */
+.receipt-block {
+  display: flex;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 12px;
+
+  .receipt-file {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+
+    .receipt-name {
+      margin-left: 4px;
+      max-width: 240px;
+      overflow: hidden;
+      text-overflow: ellipsis;
+      white-space: nowrap;
+    }
+  }
+}
+
+.total-amount {
+  font-size: 16px;
+  font-weight: 700;
+  color: var(--el-color-primary);
+}
+
+.detail-table {
+  margin: 0 16px;
+  width: calc(100% - 32px);
+}
+
+/* 进度金额：输入框 + 重算按钮 */
+.amount-cell {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+
+  .amount-input {
+    flex: 1;
+    min-width: 0;
+  }
+}
+
+.col-tip {
+  margin-left: 4px;
+  vertical-align: -2px;
+  color: var(--el-text-color-secondary);
+  cursor: help;
+}
+
+.add-row {
+  margin: 10px 16px 0;
+}
+
+.sum-tip {
+  margin-left: 12px;
+  font-size: 13px;
+  color: var(--el-text-color-secondary);
+}
+
+.option-name {
+  float: left;
+}
+
+.option-sub {
+  float: right;
+  margin-left: 12px;
+  font-size: 12px;
+  color: var(--el-text-color-secondary);
+}
+</style>
diff --git a/backend/src/views/apps/crm/payback/components/detail.vue b/backend/src/views/apps/crm/payback/components/detail.vue
new file mode 100644
index 0000000..61e2ad2
--- /dev/null
+++ b/backend/src/views/apps/crm/payback/components/detail.vue
@@ -0,0 +1,260 @@
+<template>
+  <el-drawer
+    :model-value="visible"
+    title="回款计划详情"
+    size="900px"
+    :destroy-on-close="true"
+    @update:model-value="(v) => emit('update:visible', v)"
+    @open="loadDetail"
+  >
+    <div v-loading="loading" class="payback-detail">
+      <div class="detail-head">
+        <div class="head-main">
+          <h3>{{ detail.contract_name || "-" }}</h3>
+          <!-- <span class="head-sub"></span> -->
+        </div>
+        
+        
+        <el-button type="primary" link :icon="Edit" @click="emit('edit', detail)">编辑</el-button>
+        <el-button type="danger" link :icon="Delete" @click="handleDelete" style="margin-left: 0px">删除</el-button>
+      </div>
+
+      <el-descriptions :column="2" border class="desc-block">
+        <el-descriptions-item label="客户名称">{{ detail.customer_name || "-" }}</el-descriptions-item>
+        <el-descriptions-item label="合同编号">{{ detail.contract_no || "未关联合同编号" }}</el-descriptions-item>
+        <el-descriptions-item label="回款状态">
+          <el-tag :type="paybackStatusTag(detail.status)" size="small">
+          {{ paybackStatusText(detail.status) }}
+        </el-tag></el-descriptions-item>
+        <el-descriptions-item label="回款周期">{{ paybackCycleText(detail.plan_type) }}</el-descriptions-item>
+        <el-descriptions-item label="回款方式">{{ paybackMethodText(detail.pay_method) }}</el-descriptions-item>
+        <el-descriptions-item label="合同总金额">￥{{ formatMoney(detail.contract_amount) }}</el-descriptions-item>
+        <el-descriptions-item label="计划回款总额">
+          <span class="primary-text">￥{{ formatMoney(detail.total_amount) }}</span>
+        </el-descriptions-item>
+        <el-descriptions-item label="已回款金额">
+          <span class="success-text">￥{{ formatMoney(detail.received_amount) }}</span>
+        </el-descriptions-item>
+        <el-descriptions-item label="流水回执">
+          <a v-if="detail.receipt_url" :href="detail.receipt_url" target="_blank" class="primary-text">{{ detail.receipt_name || "查看回执" }}</a>
+          <span v-else>-</span>
+        </el-descriptions-item>
+        <el-descriptions-item label="提前提醒">
+          {{ detail.remind_days ? `${detail.remind_days} 天` : "-" }}
+        </el-descriptions-item>
+        <el-descriptions-item label="负责人">{{ detail.owner_user_name || "-" }}</el-descriptions-item>
+        <el-descriptions-item label="备注" :span="2">{{ detail.remark || "-" }}</el-descriptions-item>
+      </el-descriptions>
+
+      <div class="detail-section-title">
+        <span>回款明细</span>
+        <span class="section-tip">
+          共 {{ items.length }} 期，已完成 {{ doneCount }} 期
+        </span>
+      </div>
+
+      <el-table :data="items" border size="small">
+        <el-table-column label="状态" width="100" align="center">
+          <template #default="{ row }">
+            <el-tag :type="paybackItemStatusTag(row.status)" size="small">
+              {{ paybackItemStatusText(row.status) }}
+            </el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column prop="name" label="明细名称" min-width="130" show-overflow-tooltip />
+        <el-table-column label="计划日期" width="110" align="center">
+          <template #default="{ row }">{{ row.plan_date || "-" }}</template>
+        </el-table-column>
+        <el-table-column label="回款进度" min-width="190">
+          <template #default="{ row }">
+            <div class="progress-cell">
+              <div class="progress-top">
+                <span class="success-text">￥{{ formatMoney(row.received_amount) }}</span>
+                <span class="progress-sep">/</span>
+                <span>￥{{ formatMoney(row.amount) }}</span>
+              </div>
+              <el-progress
+                :percentage="paybackItemPercent(row)"
+                :stroke-width="10"
+                :color="paybackItemPercent(row) >= 100 ? 'var(--el-color-success)' : 'var(--el-color-primary)'"
+                :show-text="true"
+              />
+            </div>
+          </template>
+        </el-table-column>
+        <el-table-column label="回款日期" width="110" align="center">
+          <template #default="{ row }">{{ row.received_date || "-" }}</template>
+        </el-table-column>
+        <el-table-column label="逾期" width="100" align="center">
+          <template #default="{ row }">
+            <el-tag v-if="paybackItemOverdue(row).overdue" type="danger" size="small" effect="dark">
+              {{ overdueText(paybackItemOverdue(row).days) }}
+            </el-tag>
+            <span v-else>-</span>
+          </template>
+        </el-table-column>
+        <template #empty><el-empty description="暂无回款明细" :image-size="60" /></template>
+      </el-table>
+    </div>
+  </el-drawer>
+</template>
+
+<script setup>
+import { ref, computed } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Edit, Delete } from "@element-plus/icons-vue";
+import { getPaybackDetail, deletePayback } from "@/api/crmPayback";
+import {
+  paybackCycleText,
+  paybackMethodText,
+  paybackStatusText,
+  paybackStatusTag,
+  paybackItemStatusText,
+  paybackItemStatusTag,
+  paybackPlanOverdue,
+  paybackItemOverdue,
+  overdueText,
+  formatMoney,
+} from "../../dict";
+
+const props = defineProps({
+  visible: { type: Boolean, default: false },
+  payback: { type: Object, default: null },
+});
+
+const emit = defineEmits(["update:visible", "edit", "delete"]);
+
+const loading = ref(false);
+const detail = ref({});
+
+const items = computed(() => (Array.isArray(detail.value.items) ? detail.value.items : []));
+const doneCount = computed(() => items.value.filter((i) => Number(i.status) === 3).length);
+
+/** 回款明细进度百分比（已回款/计划金额，封顶 100 用于进度条显示） */
+function paybackItemPercent(row) {
+  const amount = Number(row.amount) || 0;
+  const received = Number(row.received_amount) || 0;
+  if (amount <= 0) return 0;
+  const pct = Math.round((received / amount) * 100);
+  return pct > 100 ? 100 : pct;
+}
+
+/** 兼容 items 为 JSON 字符串 / 数组两种形态 */
+function normalize(row) {
+  let list = row.items;
+  if (typeof list === "string" && list.trim()) {
+    try {
+      list = JSON.parse(list);
+    } catch {
+      list = [];
+    }
+  }
+  return { ...row, items: Array.isArray(list) ? list : [] };
+}
+
+async function loadDetail() {
+  // 先用列表行数据回显，再拉取详情补充完整明细
+  detail.value = normalize(props.payback || {});
+  const id = props.payback?.id;
+  if (!id) return;
+  loading.value = true;
+  try {
+    const res = await getPaybackDetail(id);
+    detail.value = normalize(res?.data || {});
+  } catch (e) {
+    // 详情拉取失败时保留列表行数据
+  } finally {
+    loading.value = false;
+  }
+}
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm(
+      `确定删除合同「${detail.value.contract_name}」的回款计划吗？删除后不可恢复。`,
+      "删除确认",
+      { type: "warning" }
+    );
+    await deletePayback(detail.value.id);
+    ElMessage.success("删除成功");
+    emit("update:visible", false);
+    emit("delete", detail.value);
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+</script>
+
+<style lang="less" scoped>
+.payback-detail {
+  .detail-head {
+    display: flex;
+    align-items: center;
+    gap: 10px;
+    margin-bottom: 16px;
+
+    .head-main {
+      flex: 1;
+      display: flex;
+      flex-direction: column;
+
+      h3 {
+        margin: 0;
+        font-size: 16px;
+      }
+
+      .head-sub {
+        font-size: 12px;
+        color: var(--el-text-color-secondary);
+      }
+    }
+  }
+
+  .desc-block {
+    margin-bottom: 18px;
+  }
+
+  .detail-section-title {
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+    font-size: 14px;
+    font-weight: 600;
+    margin-bottom: 10px;
+
+    .section-tip {
+      font-size: 12px;
+      font-weight: 400;
+      color: var(--el-text-color-secondary);
+    }
+  }
+
+  .primary-text {
+    color: var(--el-color-primary);
+    font-weight: 600;
+  }
+
+  .success-text {
+    color: var(--el-color-success);
+    font-weight: 600;
+  }
+
+  .progress-cell {
+    display: flex;
+    flex-direction: column;
+    gap: 4px;
+
+    .progress-top {
+      display: flex;
+      align-items: baseline;
+      gap: 4px;
+      font-size: 12px;
+      color: var(--el-text-color-secondary);
+
+      .progress-sep {
+        color: var(--el-text-color-placeholder);
+      }
+    }
+  }
+}
+</style>
diff --git a/backend/src/views/apps/crm/payback/index.vue b/backend/src/views/apps/crm/payback/index.vue
index 923a537..9b4f36a 100644
--- a/backend/src/views/apps/crm/payback/index.vue
+++ b/backend/src/views/apps/crm/payback/index.vue
@@ -1,5 +1,662 @@
 <template>
-  <div />
+  <div class="crm-page">
+    <div class="page-header">
+      <div>
+        <h2>回款管理</h2>
+        <p>针对于合同的回款计划创建与回款进度跟踪</p>
+      </div>
+      <div class="header-actions">
+        <el-button :icon="Refresh" @click="refreshAll">刷新</el-button>
+        <el-button type="primary" :icon="Plus" @click="openCreate">新建回款计划</el-button>
+      </div>
+    </div>
+
+    <el-tabs v-model="activeTab" class="payback-tabs" @tab-change="handleTabChange">
+      <el-tab-pane label="回款计划" name="plan" />
+      <el-tab-pane label="回款进度" name="progress" />
+    </el-tabs>
+
+    <!-- ============================ 回款计划 ============================ -->
+    <template v-if="activeTab === 'plan'">
+      <div class="stat-cards">
+        <div class="stat-card">
+          <span class="stat-label">回款计划数</span>
+          <span class="stat-value">{{ pagination.total }}</span>
+        </div>
+        <div class="stat-card">
+          <span class="stat-label">计划回款总额</span>
+          <span class="stat-value primary">￥{{ formatMoney(summary.total_amount) }}</span>
+        </div>
+        <div class="stat-card">
+          <span class="stat-label">已回款金额</span>
+          <span class="stat-value success">￥{{ formatMoney(summary.received_amount) }}</span>
+        </div>
+        <div class="stat-card">
+          <span class="stat-label">待回款金额</span>
+          <span class="stat-value warning">￥{{ formatMoney(summary.pending_amount) }}</span>
+        </div>
+      </div>
+
+      <div class="filter-bar">
+        <el-form :inline="true" :model="filters" @submit.prevent>
+          <el-form-item>
+            <el-input
+              v-model="filters.keyword"
+              clearable
+              placeholder="搜索合同 / 客户 / 负责人"
+              :prefix-icon="Search"
+              style="width: 240px"
+              @keyup.enter="handleSearch"
+            />
+          </el-form-item>
+          <el-form-item label="回款周期">
+            <el-select v-model="filters.plan_type" clearable placeholder="全部" style="width: 110px">
+              <el-option v-for="i in PAYBACK_CYCLE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+            </el-select>
+          </el-form-item>
+          <el-form-item label="状态">
+            <el-select v-model="filters.status" clearable placeholder="全部" style="width: 110px">
+              <el-option v-for="i in PAYBACK_STATUS_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+            </el-select>
+          </el-form-item>
+          <el-form-item>
+            <el-button type="primary" :icon="Search" @click="handleSearch">查询</el-button>
+            <el-button :icon="Refresh" @click="resetFilters">重置</el-button>
+          </el-form-item>
+        </el-form>
+      </div>
+
+      <div class="table-container" v-loading="loading">
+        <el-table :data="tableData" stripe border row-key="id">
+          <el-table-column label="状态" width="90" align="center" fixed>
+            <template #default="{ row }">
+              <el-tag :type="paybackStatusTag(row.status)" size="small">{{ paybackStatusText(row.status) }}</el-tag>
+            </template>
+          </el-table-column>
+          <el-table-column label="合同名称" min-width="180" show-overflow-tooltip fixed>
+            <template #default="{ row }">
+              <span class="name-link" @click="openDetail(row)">{{ row.contract_name || "-" }}</span>
+            </template>
+          </el-table-column>
+          <el-table-column label="客户名称" min-width="150" show-overflow-tooltip>
+            <template #default="{ row }">{{ row.customer_name || "-" }}</template>
+          </el-table-column>
+          <el-table-column label="回款周期" width="90" align="center">
+            <template #default="{ row }">
+              <el-tag size="small" effect="plain">{{ paybackCycleText(row.plan_type) }}</el-tag>
+            </template>
+          </el-table-column>
+          <el-table-column label="回款方式" width="110" align="center">
+            <template #default="{ row }">{{ paybackMethodText(row.pay_method) }}</template>
+          </el-table-column>
+          <el-table-column label="合同总金额" width="130" align="right">
+            <template #default="{ row }">{{ formatMoney(row.contract_amount) }}</template>
+          </el-table-column>
+          <el-table-column label="计划回款总额" width="130" align="right">
+            <template #default="{ row }">{{ formatMoney(row.total_amount) }}</template>
+          </el-table-column>
+          <el-table-column label="已回款" width="120" align="right">
+            <template #default="{ row }">{{ formatMoney(row.received_amount) }}</template>
+          </el-table-column>
+          <el-table-column label="回款进度" width="150" align="center">
+            <template #default="{ row }">
+              <el-progress :percentage="paybackPercent(row)" :stroke-width="10" />
+            </template>
+          </el-table-column>
+          <el-table-column label="负责人" width="90">
+            <template #default="{ row }">{{ row.owner_user_name || "-" }}</template>
+          </el-table-column>
+          <el-table-column label="提前提醒" width="90" align="center">
+            <template #default="{ row }">{{ row.remind_days ? `${row.remind_days}天` : "-" }}</template>
+          </el-table-column>
+          <el-table-column label="逾期" width="100" align="center">
+            <template #default="{ row }">
+              <el-tag v-if="paybackPlanOverdue(row).overdue" type="danger" size="small" effect="dark">{{ overdueText(paybackPlanOverdue(row).days) }}</el-tag>
+              <span v-else>-</span>
+            </template>
+          </el-table-column>
+          <template #empty><el-empty description="暂无回款计划" :image-size="80" /></template>
+        </el-table>
+
+        <div class="pagination">
+          <el-pagination
+            v-model:current-page="pagination.page"
+            v-model:page-size="pagination.pageSize"
+            :total="pagination.total"
+            :page-sizes="[10, 20, 50, 100]"
+            layout="total, sizes, prev, pager, next, jumper"
+            @size-change="handleSearch"
+            @current-change="fetchList"
+          />
+        </div>
+      </div>
+    </template>
+
+    <!-- ============================ 回款进度 ============================ -->
+    <template v-else>
+      <div class="stat-cards">
+        <div class="stat-card">
+          <span class="stat-label">分期总数</span>
+          <span class="stat-value">{{ progressList.length }}</span>
+        </div>
+        <div class="stat-card">
+          <span class="stat-label">计划回款总额</span>
+          <span class="stat-value primary">￥{{ formatMoney(progressSummary.total_planned) }}</span>
+        </div>
+        <div class="stat-card">
+          <span class="stat-label">已回款金额</span>
+          <span class="stat-value success">￥{{ formatMoney(progressSummary.total_received) }}</span>
+        </div>
+        <div class="stat-card">
+          <span class="stat-label">待回款金额</span>
+          <span class="stat-value warning">
+            ￥{{ formatMoney((progressSummary.total_planned || 0) - (progressSummary.total_received || 0)) }}
+          </span>
+        </div>
+      </div>
+
+      <div class="filter-bar">
+        <el-form :inline="true" :model="progressFilters" @submit.prevent>
+          <el-form-item>
+            <el-input
+              v-model="progressFilters.keyword"
+              clearable
+              placeholder="搜索合同 / 客户 / 负责人"
+              :prefix-icon="Search"
+              style="width: 240px"
+              @keyup.enter="fetchProgress"
+            />
+          </el-form-item>
+          <el-form-item label="回款状态">
+            <el-select v-model="progressFilters.status" clearable placeholder="全部" style="width: 120px">
+              <el-option v-for="i in PAYBACK_ITEM_STATUS_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+            </el-select>
+          </el-form-item>
+          <el-form-item>
+            <el-button type="primary" :icon="Search" @click="fetchProgress">查询</el-button>
+            <el-button :icon="Refresh" @click="resetProgressFilters">重置</el-button>
+          </el-form-item>
+        </el-form>
+      </div>
+
+      <div class="table-container" v-loading="progressLoading">
+        <el-table :data="pagedProgress" stripe border row-key="rowKey">
+          <el-table-column label="回款周期" width="90" align="center" fixed>
+            <template #default="{ row }">{{ paybackCycleText(row.plan_type) }}</template>
+          </el-table-column>
+          <el-table-column label="明细" min-width="140" show-overflow-tooltip>
+            <template #default="{ row }">{{ row.name || `第${row.seq}期` }}</template>
+          </el-table-column>
+          <el-table-column label="进度百分比" width="100" align="center">
+            <template #default="{ row }">{{ row.percent ? `${row.percent}%` : "-" }}</template>
+          </el-table-column>
+          <el-table-column label="计划金额" width="120" align="right">
+            <template #default="{ row }">{{ formatMoney(row.amount) }}</template>
+          </el-table-column>
+          <el-table-column label="计划日期" width="110" align="center">
+            <template #default="{ row }">{{ row.plan_date || "-" }}</template>
+          </el-table-column>
+          <el-table-column label="已回款" width="120" align="right">
+            <template #default="{ row }">{{ formatMoney(row.received_amount) }}</template>
+          </el-table-column>
+          <el-table-column label="回款日期" width="110" align="center">
+            <template #default="{ row }">{{ (row.received_date && row.received_date !== "<nil>") ? row.received_date : "-" }}</template>
+          </el-table-column>
+          <el-table-column label="合同名称" min-width="180" show-overflow-tooltip >
+            <template #default="{ row }">{{ row.contract_name || "-" }}</template>
+          </el-table-column>
+          <el-table-column label="客户名称" min-width="140" show-overflow-tooltip>
+            <template #default="{ row }">{{ row.customer_name || "-" }}</template>
+          </el-table-column>
+          <el-table-column label="逾期" width="100" align="center">
+            <template #default="{ row }">
+              <el-tag v-if="paybackItemOverdue(row).overdue" type="danger" size="small" effect="dark">
+                {{ overdueText(paybackItemOverdue(row).days) }}
+              </el-tag>
+              <span v-else>-</span>
+            </template>
+          </el-table-column>
+          <el-table-column label="状态" width="100" align="center">
+            <template #default="{ row }">
+              <el-tag :type="paybackItemStatusTag(row.status)" size="small">
+                {{ paybackItemStatusText(row.status) }}
+              </el-tag>
+            </template>
+          </el-table-column>
+          <el-table-column label="流水回执" width="110" align="center">
+            <template #default="{ row }">
+              <el-link v-if="row.receipt_url" type="primary" :href="row.receipt_url" target="_blank" :underline="false">查看回执</el-link>
+              <span v-else>-</span>
+            </template>
+          </el-table-column>
+          <el-table-column label="负责人" width="90">
+            <template #default="{ row }">{{ row.owner_user_name || "-" }}</template>
+          </el-table-column>
+          <el-table-column label="操作" width="100" align="center" class-name="op-col" fixed="right">
+            <template #default="{ row }">
+              <el-button link type="primary" size="small" @click="openReceive(row)">回款登记</el-button>
+            </template>
+          </el-table-column>
+          <template #empty><el-empty description="暂无回款进度" :image-size="80" /></template>
+        </el-table>
+
+        <div class="pagination">
+          <el-pagination
+            v-model:current-page="progressPagination.page"
+            v-model:page-size="progressPagination.pageSize"
+            :total="progressList.length"
+            :page-sizes="[10, 20, 50, 100]"
+            layout="total, sizes, prev, pager, next"
+          />
+        </div>
+      </div>
+    </template>
+
+    <!-- 新建 / 编辑回款计划 -->
+    <PaybackCreate
+      v-model:visible="createVisible"
+      :edit-data="currentRow"
+      @success="refreshAll"
+    />
+
+    <!-- 回款计划详情 -->
+    <PaybackDetail
+      v-model:visible="detailVisible"
+      :payback="currentRow"
+      @edit="handleDetailEdit"
+      @delete="handleDetailDelete"
+    />
+
+    <!-- 回款登记 -->
+    <el-dialog v-model="receiveVisible" title="回款登记" width="440px">
+      <el-form :model="receiveForm" label-width="90px">
+        <el-form-item label="合同名称">
+          <span>{{ receiveForm.contract_name || "-" }}</span>
+        </el-form-item>
+        <el-form-item label="明细">
+          <span>{{ receiveForm.name || `第${receiveForm.seq}期` }}</span>
+        </el-form-item>
+        <el-form-item label="计划金额">
+          <span class="amount">￥{{ formatMoney(receiveForm.amount) }}</span>
+        </el-form-item>
+        <el-form-item label="实收金额">
+          <el-input-number
+            v-model="receiveForm.received_amount"
+            :min="0"
+            :precision="2"
+            :controls="false"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="回款日期">
+          <el-date-picker
+            v-model="receiveForm.received_date"
+            type="date"
+            value-format="YYYY-MM-DD"
+            placeholder="选择日期"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="流水回执">
+          <div class="receipt-block">
+            <el-upload
+              :show-file-list="false"
+              :http-request="handleReceiptUpload"
+              :disabled="uploading"
+              accept=".jpg,.jpeg,.png,.pdf,.doc,.docx,.xls,.xlsx"
+            >
+              <el-button :icon="Upload" :loading="uploading" size="small">上传流水回执</el-button>
+            </el-upload>
+            <div v-if="receiveForm.receipt_url" class="receipt-file">
+              <el-link type="primary" :href="receiveForm.receipt_url" target="_blank" :underline="false">
+                <el-icon><Document /></el-icon>
+                <span class="receipt-name">{{ receiveForm.receipt_name || "流水回执" }}</span>
+              </el-link>
+              <el-button link type="danger" size="small" :icon="Delete" @click="clearReceipt">移除</el-button>
+            </div>
+          </div>
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="receiveVisible = false">取消</el-button>
+        <el-button type="primary" :loading="receiveSaving" @click="submitReceive">保存</el-button>
+      </template>
+    </el-dialog>
+  </div>
 </template>
 
-<script setup></script>
+<script setup>
+import { ref, reactive, computed, onMounted } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Plus, Search, Refresh, Upload, Document, Delete } from "@element-plus/icons-vue";
+import {
+  getPaybackList,
+  deletePayback,
+  getPaybackProgress,
+  registerPaybackReceive,
+} from "@/api/crmPayback";
+import { uploadFile } from "@/api/file";
+import PaybackCreate from "./components/create.vue";
+import PaybackDetail from "./components/detail.vue";
+import {
+  PAYBACK_CYCLE_OPTIONS,
+  PAYBACK_STATUS_OPTIONS,
+  PAYBACK_ITEM_STATUS_OPTIONS,
+  paybackCycleText,
+  paybackMethodText,
+  paybackStatusText,
+  paybackStatusTag,
+  paybackItemStatusText,
+  paybackItemStatusTag,
+  paybackPlanOverdue,
+  paybackItemOverdue,
+  overdueText,
+  formatMoney,
+} from "../dict";
+
+const activeTab = ref("plan");
+
+/* ---------------------------- 回款计划 ---------------------------- */
+const loading = ref(false);
+const tableData = ref([]);
+const createVisible = ref(false);
+const detailVisible = ref(false);
+const currentRow = ref(null);
+const summary = ref({ total_amount: 0, received_amount: 0, pending_amount: 0 });
+
+const filters = reactive({ keyword: "", plan_type: "", status: "" });
+const pagination = reactive({ page: 1, pageSize: 20, total: 0 });
+
+async function fetchList() {
+  loading.value = true;
+  try {
+    const res = await getPaybackList({
+      page: pagination.page,
+      pageSize: pagination.pageSize,
+      ...filters,
+    });
+    tableData.value = res?.data?.list || [];
+    pagination.total = res?.data?.total || 0;
+    summary.value = res?.data?.summary || { total_amount: 0, received_amount: 0, pending_amount: 0 };
+  } catch (e) {
+    tableData.value = [];
+    pagination.total = 0;
+    ElMessage.error(e.message || "查询失败");
+  } finally {
+    loading.value = false;
+  }
+}
+
+function handleSearch() {
+  pagination.page = 1;
+  fetchList();
+}
+
+function resetFilters() {
+  filters.keyword = "";
+  filters.plan_type = "";
+  filters.status = "";
+  handleSearch();
+}
+
+/** 回款进度百分比（已回款 / 计划总额） */
+function paybackPercent(row) {
+  const total = Number(row.total_amount) || 0;
+  if (!total) return 0;
+  const p = (Number(row.received_amount) / total) * 100;
+  return Math.min(100, Math.round(p));
+}
+
+/* ---------------------------- 回款进度 ---------------------------- */
+const progressLoading = ref(false);
+const progressList = ref([]);
+const progressSummary = ref({ total_planned: 0, total_received: 0 });
+const progressFilters = reactive({ keyword: "", status: "" });
+const progressPagination = reactive({ page: 1, pageSize: 20 });
+
+const pagedProgress = computed(() => {
+  const start = (progressPagination.page - 1) * progressPagination.pageSize;
+  return progressList.value.slice(start, start + progressPagination.pageSize).map((r) => ({
+    ...r,
+    rowKey: `${r.payback_id}_${r.seq}`,
+  }));
+});
+
+async function fetchProgress() {
+  progressLoading.value = true;
+  try {
+    const res = await getPaybackProgress({ ...progressFilters });
+    progressList.value = (res?.data?.list || []).map((r) => ({ ...r, rowKey: `${r.payback_id}_${r.seq}` }));
+    progressSummary.value = {
+      total_planned: res?.data?.total_planned || 0,
+      total_received: res?.data?.total_received || 0,
+    };
+    progressPagination.page = 1;
+  } catch (e) {
+    progressList.value = [];
+    progressSummary.value = { total_planned: 0, total_received: 0 };
+    ElMessage.error(e.message || "查询失败");
+  } finally {
+    progressLoading.value = false;
+  }
+}
+
+function resetProgressFilters() {
+  progressFilters.keyword = "";
+  progressFilters.status = "";
+  fetchProgress();
+}
+
+/* ---------------------------- 回款登记 ---------------------------- */
+const receiveVisible = ref(false);
+const receiveSaving = ref(false);
+const receiveForm = reactive({
+  payback_id: null,
+  seq: 0,
+  name: "",
+  contract_name: "",
+  amount: 0,
+  received_amount: 0,
+  received_date: "",
+  receipt_url: "",
+  receipt_name: "",
+});
+
+function openReceive(row) {
+  Object.assign(receiveForm, {
+    payback_id: row.payback_id,
+    seq: row.seq,
+    name: row.name,
+    contract_name: row.contract_name,
+    amount: row.amount,
+    received_amount: Number(row.received_amount) || 0,
+    received_date: (row.received_date && row.received_date !== "<nil>") ? row.received_date : "",
+    receipt_url: row.receipt_url || "",
+    receipt_name: row.receipt_name || "",
+  });
+  receiveVisible.value = true;
+}
+
+/** 上传流水回执（非必填）：复用通用文件上传接口 */
+const uploading = ref(false);
+async function handleReceiptUpload(options) {
+  const file = options.file;
+  uploading.value = true;
+  try {
+    const fd = new FormData();
+    fd.append("file", file);
+    const res = await uploadFile(fd);
+    const data = res?.data || {};
+    receiveForm.receipt_url = data.url || "";
+    receiveForm.receipt_name = data.name || file.name;
+    ElMessage.success("上传成功");
+  } catch (e) {
+    ElMessage.error(e.message || "上传失败");
+  } finally {
+    uploading.value = false;
+  }
+}
+
+function clearReceipt() {
+  receiveForm.receipt_url = "";
+  receiveForm.receipt_name = "";
+}
+
+async function submitReceive() {
+  receiveSaving.value = true;
+  try {
+    await registerPaybackReceive(receiveForm.payback_id, {
+      seq: receiveForm.seq,
+      received_amount: Number(receiveForm.received_amount) || 0,
+      received_date: receiveForm.received_date || "",
+      receipt_url: receiveForm.receipt_url,
+      receipt_name: receiveForm.receipt_name,
+    });
+    ElMessage.success("回款登记成功");
+    receiveVisible.value = false;
+    fetchProgress();
+  } catch (e) {
+    ElMessage.error(e.message || "登记失败");
+  } finally {
+    receiveSaving.value = false;
+  }
+}
+
+/* ---------------------------- 通用操作 ---------------------------- */
+function openCreate() {
+  currentRow.value = null;
+  createVisible.value = true;
+}
+
+function openEdit(row) {
+  currentRow.value = { ...row };
+  createVisible.value = true;
+}
+
+function openDetail(row) {
+  currentRow.value = { ...row };
+  detailVisible.value = true;
+}
+
+/** 详情内点击编辑：关闭详情并打开编辑弹窗 */
+function handleDetailEdit(row) {
+  detailVisible.value = false;
+  openEdit(row);
+}
+
+/** 详情内点击删除：删除回款计划并刷新列表 */
+async function handleDetailDelete(row) {
+  try {
+    await ElMessageBox.confirm(
+      `确定删除合同「${row.contract_name}」的回款计划吗？删除后不可恢复。`,
+      "删除确认",
+      { type: "warning" }
+    );
+    await deletePayback(row.id);
+    ElMessage.success("删除成功");
+    detailVisible.value = false;
+    refreshAll();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+function handleTabChange(name) {
+  if (name === "progress") fetchProgress();
+  else fetchList();
+}
+
+function refreshAll() {
+  if (activeTab.value === "progress") fetchProgress();
+  else fetchList();
+}
+
+onMounted(fetchList);
+</script>
+
+<style lang="less" scoped src="../styles/crm-page.less"></style>
+
+<style lang="less" scoped>
+.payback-tabs {
+  margin-bottom: 4px;
+
+  :deep(.el-tabs__header) {
+    margin-bottom: 12px;
+  }
+}
+
+.stat-cards {
+  display: grid;
+  grid-template-columns: repeat(4, 1fr);
+  gap: 12px;
+  margin-bottom: 12px;
+
+  .stat-card {
+    background: var(--el-bg-color);
+    border: 1px solid var(--el-border-color-lighter);
+    border-radius: 6px;
+    padding: 14px 18px;
+    display: flex;
+    flex-direction: column;
+    gap: 6px;
+
+    .stat-label {
+      font-size: 12px;
+      color: var(--el-text-color-secondary);
+    }
+
+    .stat-value {
+      font-size: 20px;
+      font-weight: 700;
+      color: var(--el-text-color-primary);
+
+      &.primary {
+        color: var(--el-color-primary);
+      }
+
+      &.success {
+        color: var(--el-color-success);
+      }
+
+      &.warning {
+        color: var(--el-color-warning);
+      }
+    }
+  }
+}
+
+.amount {
+  font-weight: 700;
+  color: var(--el-color-primary);
+}
+
+/* 流水回执上传 */
+.receipt-block {
+  display: flex;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 12px;
+
+  .receipt-file {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+
+    .receipt-name {
+      margin-left: 4px;
+      max-width: 220px;
+      overflow: hidden;
+      text-overflow: ellipsis;
+      white-space: nowrap;
+    }
+  }
+}
+
+::deep(.el-table .op-col .cell) {
+  display: flex;
+  flex-wrap: wrap;
+  justify-content: center;
+  align-items: center;
+  gap: 4px;
+}
+</style>
diff --git a/backend/src/views/apps/crm/product/components/edit.vue b/backend/src/views/apps/crm/product/components/edit.vue
index 73878f3..563a794 100644
--- a/backend/src/views/apps/crm/product/components/edit.vue
+++ b/backend/src/views/apps/crm/product/components/edit.vue
@@ -19,6 +19,21 @@
             <el-input v-model="form.product_no" placeholder="如：P-2026-001" maxlength="50" />
           </el-form-item>
         </el-col>
+        <el-col :span="12">
+          <el-form-item label="行类型" prop="line_type">
+            <el-select v-model="form.line_type" placeholder="请选择" style="width: 100%" @change="onLineTypeChange">
+              <el-option label="成品" value="product" />
+              <el-option label="软件开发" value="dev" />
+            </el-select>
+          </el-form-item>
+        </el-col>
+        <el-col :span="12" v-if="form.line_type === 'dev'">
+          <el-form-item label="统一人天单价" prop="dev_unit_price">
+            <el-input-number v-model="form.dev_unit_price" :min="0" :precision="2" :controls="false" style="width: 100%">
+              <template #prefix>￥</template>
+            </el-input-number>
+          </el-form-item>
+        </el-col>
         <el-col :span="12">
           <el-form-item label="产品分类" prop="category">
             <el-select
@@ -45,21 +60,29 @@
             <el-input v-model="form.spec" placeholder="如：型号 / 配置 / 功能模块" maxlength="255" />
           </el-form-item>
         </el-col>
-        <el-col :span="8">
+        <el-col :span="24" v-if="form.line_type === 'dev'">
+          <el-form-item label="模块报价" prop="dev_tree">
+            <el-button type="primary" link @click="devVisible = true">
+              📁 编辑模块树（{{ (form.dev_tree || []).length }} 项 · ￥{{ formatMoney(treeSellTotal(form.dev_tree, form.dev_unit_price)) }}）
+            </el-button>
+            <div class="dev-tip">叶子模块只填「人天」，人天单价统一；父级自动汇总金额</div>
+          </el-form-item>
+        </el-col>
+        <el-col :span="8" v-if="form.line_type === 'product'">
           <el-form-item label="销售单价" prop="price">
             <el-input-number v-model="form.price" :min="0" :precision="2" :controls="false" style="width: 100%">
               <template #prefix>￥</template>
             </el-input-number>
           </el-form-item>
         </el-col>
-        <el-col :span="8">
+        <el-col :span="8" v-if="form.line_type === 'product'">
           <el-form-item label="成本单价" prop="cost_price">
             <el-input-number v-model="form.cost_price" :min="0" :precision="2" :controls="false" style="width: 100%">
               <template #prefix>￥</template>
             </el-input-number>
           </el-form-item>
         </el-col>
-        <el-col :span="8">
+        <el-col :span="8" v-if="form.line_type === 'product'">
           <el-form-item label="税率(%)" prop="tax_rate">
             <el-input-number v-model="form.tax_rate" :min="0" :max="100" :precision="2" :controls="false" style="width: 100%" />
           </el-form-item>
@@ -78,6 +101,15 @@
         </el-col>
       </el-row>
     </el-form>
+
+    <DevModuleTree
+      v-model="form.dev_tree"
+      :unit-price="form.dev_unit_price"
+      v-model:visible="devVisible"
+      @update:unit-price="(v) => (form.dev_unit_price = v)"
+      :title="form.product_name ? form.product_name + ' - 模块报价' : '软件开发模块报价'"
+    />
+
     <template #footer>
       <el-button @click="handleClose">取消</el-button>
       <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
@@ -90,7 +122,9 @@ import { ref, reactive, watch } from "vue";
 import { ElMessage } from "element-plus";
 import { createProduct, updateProduct } from "@/api/crmProduct";
 import { getProductCategoryList } from "@/api/crmProductCategory";
-import { PRODUCT_STATUS_OPTIONS, PRODUCT_UNIT_OPTIONS } from "../../dict";
+import { PRODUCT_STATUS_OPTIONS, PRODUCT_UNIT_OPTIONS, formatMoney } from "../../dict";
+import { treeSellTotal } from "../../contract/components/utils";
+import DevModuleTree from "../../contract/components/DevModuleTree.vue";
 
 const props = defineProps({
   visible: { type: Boolean, default: false },
@@ -103,6 +137,7 @@ const submitting = ref(false);
 const isEdit = ref(false);
 const internalId = ref(null);
 const categoryOptions = ref([]);
+const devVisible = ref(false);
 
 const defaultForm = () => ({
   product_name: "",
@@ -110,9 +145,12 @@ const defaultForm = () => ({
   category: "",
   unit: "",
   spec: "",
+  line_type: "product",
   price: 0,
   cost_price: 0,
   tax_rate: 0,
+  dev_unit_price: 0,
+  dev_tree: [],
   status: 1,
   remark: "",
 });
@@ -123,6 +161,28 @@ const rules = {
   product_name: [{ required: true, message: "请输入产品名称", trigger: "blur" }],
 };
 
+/** 切换行类型：软件开发确保有模块树容器 */
+function onLineTypeChange() {
+  if (form.line_type === "dev") {
+    if (!Array.isArray(form.dev_tree)) form.dev_tree = [];
+    if (form.dev_unit_price == null) form.dev_unit_price = 0;
+  }
+}
+
+/** 安全解析产品管理返回的 dev_tree（可能为字符串或数组） */
+function normalizeDevTree(v) {
+  if (Array.isArray(v)) return v;
+  if (typeof v === "string" && v) {
+    try {
+      const parsed = JSON.parse(v);
+      return Array.isArray(parsed) ? parsed : [];
+    } catch (e) {
+      return [];
+    }
+  }
+  return [];
+}
+
 watch(
   () => props.visible,
   (val) => {
@@ -133,6 +193,9 @@ watch(
         Object.assign(form, defaultForm(), props.editData);
         form.status = Number(props.editData.status);
         if (isNaN(form.status)) form.status = 1;
+        form.line_type = props.editData.line_type === "dev" ? "dev" : "product";
+        form.dev_unit_price = Number(props.editData.dev_unit_price) || 0;
+        form.dev_tree = normalizeDevTree(props.editData.dev_tree);
       } else {
         isEdit.value = false;
         internalId.value = null;
diff --git a/backend/src/views/apps/crm/project/components/detail.vue b/backend/src/views/apps/crm/project/components/detail.vue
index 35b6139..9609b72 100644
--- a/backend/src/views/apps/crm/project/components/detail.vue
+++ b/backend/src/views/apps/crm/project/components/detail.vue
@@ -8,6 +8,18 @@
     @opened="loadAll"
   >
     <div v-if="project" class="project-detail">
+      <div class="detail-toolbar">
+        <div class="toolbar-status">
+          <el-tag :type="projectStatusTag(project.status)" size="small">{{ projectStatusText(project.status) }}</el-tag>
+          <el-tag v-if="projectOverdue(project).overdue" type="danger" size="small" effect="dark">
+            {{ overdueText(projectOverdue(project).days) }}
+          </el-tag>
+        </div>
+        <div class="toolbar-actions">
+          <el-button type="primary" size="small" :icon="Edit" @click="handleEdit">编辑</el-button>
+          <el-button type="danger" size="small" :icon="Delete" @click="handleDelete">删除</el-button>
+        </div>
+      </div>
       <el-tabs v-model="activeTab" tab-position="left" class="detail-tabs">
         <!-- 基本信息 -->
         <el-tab-pane label="基本信息" name="basic">
@@ -80,6 +92,9 @@
 
 <script setup>
 import { ref, reactive, watch } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Edit, Delete } from "@element-plus/icons-vue";
+import { deleteProject } from "@/api/crmPipeline";
 import DetailBasic from "./detail_basic.vue";
 import DetailContact from "./detail_contact.vue";
 import DetailFollow from "./detail_follow.vue";
@@ -87,12 +102,13 @@ import DetailContract from "./detail_contract.vue";
 import DetailAttach from "./detail_attach.vue";
 import DetailDocs from "./detail_docs.vue";
 import DetailLog from "./detail_log.vue";
+import { projectStatusText, projectStatusTag, projectOverdue, overdueText } from "../../dict";
 
 const props = defineProps({
   visible: { type: Boolean, default: false },
   project: { type: Object, default: null },
 });
-const emit = defineEmits(["update:visible", "refresh"]);
+const emit = defineEmits(["update:visible", "refresh", "edit", "delete"]);
 
 // 关联类型：3=项目
 const RELATED_TYPE = 3;
@@ -125,6 +141,24 @@ function handleClose() {
   emit("update:visible", false);
 }
 
+function handleEdit() {
+  emit("edit", props.project);
+}
+
+async function handleDelete() {
+  try {
+    await ElMessageBox.confirm(`确定删除项目「${props.project.project_name}」吗？删除后不可恢复。`, "删除确认", {
+      type: "warning",
+    });
+    await deleteProject(props.project.id);
+    ElMessage.success("删除成功");
+    emit("update:visible", false);
+    emit("delete");
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
 /** 抽屉打开后刷新各 Tab 数据 */
 function loadAll() {
   if (!props.project?.id) return;
@@ -145,6 +179,27 @@ defineExpose({ loadAll });
 }
 
 .project-detail {
+  .detail-toolbar {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    padding: 4px 4px 12px;
+    margin-bottom: 8px;
+    border-bottom: 1px solid var(--el-border-color-lighter);
+
+    .toolbar-status {
+      display: flex;
+      align-items: center;
+      gap: 10px;
+    }
+
+    .toolbar-actions {
+      display: flex;
+      align-items: center;
+      gap: 8px;
+    }
+  }
+
   .detail-tabs {
     // 横向 flex：导航固定宽 + 内容区占满剩余宽度
     display: flex;
diff --git a/backend/src/views/apps/crm/project/components/detail_attach.vue b/backend/src/views/apps/crm/project/components/detail_attach.vue
index 3df0923..2837f77 100644
--- a/backend/src/views/apps/crm/project/components/detail_attach.vue
+++ b/backend/src/views/apps/crm/project/components/detail_attach.vue
@@ -1,15 +1,73 @@
 <template>
   <div class="detail-attach">
     <div class="tab-toolbar">
-      <el-upload :show-file-list="false" :http-request="handleUpload" :disabled="uploading">
-        <el-button type="primary" size="small" :icon="Upload" :loading="uploading">上传附件</el-button>
-      </el-upload>
-      <span v-if="tip" class="tip">{{ tip }}</span>
+      <div class="toolbar-left">
+        <el-upload :show-file-list="false" :http-request="handleUpload" :disabled="uploading">
+          <el-button type="primary" size="small" :icon="Upload" :loading="uploading">上传附件</el-button>
+        </el-upload>
+        <span v-if="tip" class="tip">{{ tip }}</span>
+      </div>
+      <el-radio-group v-model="viewMode" size="small" class="view-switch">
+        <el-radio-button value="grid">
+          <el-icon><Grid /></el-icon>
+        </el-radio-button>
+        <el-radio-button value="list">
+          <el-icon><Menu /></el-icon>
+        </el-radio-button>
+      </el-radio-group>
     </div>
-    <el-table :data="list" v-loading="loading" stripe border size="small">
+
+    <!-- 图标模式 -->
+    <div v-if="viewMode === 'grid'" v-loading="loading" class="attach-grid">
+      <div
+        v-for="row in list"
+        :key="row.id"
+        class="attach-card"
+        @click="openPreview(row)"
+      >
+        <div class="attach-icon" :class="fileKind(row)">
+          <el-icon :size="32"><component :is="fileIcon(row)" /></el-icon>
+        </div>
+        <div class="attach-name" :title="row.file_name || '-'">
+          {{ row.file_name || "-" }}
+        </div>
+        <div class="attach-meta">
+          <span class="attach-size">{{ formatFileSize(row.file_size) }}</span>
+          <el-tag
+            v-if="showStage"
+            size="small"
+            effect="plain"
+            :type="pipelineStageTag(row.related_type)"
+          >
+            {{ pipelineStageText(row.related_type) }}
+          </el-tag>
+        </div>
+        <div class="attach-sub">
+          <span class="attach-user" :title="row.uploader_name">{{ row.uploader_name || "-" }}</span>
+          <span class="attach-time">{{ formatDateTime(row.create_time) }}</span>
+        </div>
+        <el-button
+          class="attach-del"
+          link
+          type="danger"
+          size="small"
+          :icon="Delete"
+          @click.stop="handleDelete(row)"
+        />
+      </div>
+      <el-empty
+        v-if="!list.length && !loading"
+        description="暂无附件"
+        :image-size="60"
+        class="attach-empty"
+      />
+    </div>
+
+    <!-- 列表模式 -->
+    <el-table v-else :data="list" v-loading="loading" stripe border size="small">
       <el-table-column label="文件名" min-width="170" show-overflow-tooltip>
         <template #default="{ row }">
-          <a :href="row.file_url" target="_blank" class="file-link">{{ row.file_name || "-" }}</a>
+          <span class="file-link" @click="openPreview(row)">{{ row.file_name || "-" }}</span>
         </template>
       </el-table-column>
       <el-table-column v-if="showStage" label="阶段" min-width="62" align="center">
@@ -26,20 +84,120 @@
       <el-table-column label="上传时间" min-width="140">
         <template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
       </el-table-column>
-      <el-table-column label="操作" width="76" align="center">
+      <el-table-column label="操作" width="110" align="center">
         <template #default="{ row }">
+          <el-button link type="primary" size="small" @click="openPreview(row)">预览</el-button>
           <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
         </template>
       </el-table-column>
       <template #empty><el-empty description="暂无附件" :image-size="60" /></template>
     </el-table>
+
+    <!-- 分页 -->
+    <div v-if="total > 0" class="attach-pager">
+      <el-pagination
+        v-model:current-page="page"
+        v-model:page-size="pageSize"
+        :total="total"
+        :page-sizes="[20, 40, 60, 100]"
+        layout="total, sizes, prev, pager, next"
+        background
+        size="small"
+        @current-change="handlePageChange"
+        @size-change="handleSizeChange"
+      />
+    </div>
+
+    <!-- 在线预览 -->
+    <el-dialog
+      v-model="previewVisible"
+      :title="previewRow?.file_name || '附件预览'"
+      width="900px"
+      top="6vh"
+      append-to-body
+      destroy-on-close
+      class="attach-preview-dialog"
+    >
+      <div class="preview-body">
+        <div
+          v-if="previewType === 'image'"
+          class="preview-zoom"
+          :class="{ 'is-dragging': dragging }"
+          @wheel.prevent="onWheel"
+          @mousedown="onDragStart"
+          @mousemove="onDragMove"
+          @mouseup="onDragEnd"
+          @mouseleave="onDragEnd"
+        >
+          <img
+            :src="previewRow.file_url"
+            class="preview-zoom-img"
+            :style="imgStyle"
+            alt=""
+            draggable="false"
+          />
+          <div class="preview-zoom-bar" @mousedown.stop @wheel.stop>
+            <el-button link size="small" :icon="ZoomOut" @click="stepZoom(-0.2)" />
+            <span class="zoom-text">{{ Math.round(zoom * 100) }}%</span>
+            <el-button link size="small" :icon="ZoomIn" @click="stepZoom(0.2)" />
+            <el-button link size="small" :icon="RefreshRight" @click="resetZoom" />
+          </div>
+        </div>
+        <video
+          v-else-if="previewType === 'video'"
+          :src="previewRow.file_url"
+          controls
+          class="preview-video"
+        ></video>
+        <audio
+          v-else-if="previewType === 'audio'"
+          :src="previewRow.file_url"
+          controls
+          class="preview-audio"
+        ></audio>
+        <iframe
+          v-else-if="previewType === 'pdf'"
+          :src="previewRow.file_url"
+          class="preview-frame"
+        ></iframe>
+        <iframe v-else-if="previewType === 'office'" :src="officeUrl" class="preview-frame"></iframe>
+        <iframe
+          v-else-if="previewType === 'frame'"
+          :src="previewRow.file_url"
+          class="preview-frame"
+        ></iframe>
+        <el-empty
+          v-else
+          description="该文件类型暂不支持在线预览，请下载后查看"
+          :image-size="80"
+        />
+      </div>
+      <template #footer>
+        <el-button :icon="Download" @click="downloadFile(previewRow)">下载</el-button>
+        <el-button type="primary" @click="previewVisible = false">关闭</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
 <script setup>
-import { ref } from "vue";
+import { computed, ref } from "vue";
 import { ElMessage, ElMessageBox } from "element-plus";
-import { Upload } from "@element-plus/icons-vue";
+import {
+  Upload,
+  Grid,
+  Menu,
+  Delete,
+  Download,
+  ZoomIn,
+  ZoomOut,
+  RefreshRight,
+  Document,
+  Picture,
+  VideoCamera,
+  Headset,
+  FolderOpened,
+} from "@element-plus/icons-vue";
 import { getAttachList, addAttach, deleteAttach } from "@/api/crmPipeline";
 import { uploadFile } from "@/api/file";
 import { formatDateTime, pipelineStageText, pipelineStageTag } from "../../dict";
@@ -61,11 +219,82 @@ const emit = defineEmits(["count"]);
 const loading = ref(false);
 const uploading = ref(false);
 const list = ref([]);
+// 视图模式：grid=图标模式（默认，便于快速查找） / list=列表模式
+const viewMode = ref("grid");
+// 分页：默认每页 20 条
+const page = ref(1);
+const pageSize = ref(20);
+const total = ref(0);
+
+// 预览
+const previewVisible = ref(false);
+const previewRow = ref({});
+// 图片缩放/拖拽
+const zoom = ref(1);
+const panX = ref(0);
+const panY = ref(0);
+const dragging = ref(false);
+const dragStart = { x: 0, y: 0, px: 0, py: 0 };
+const ZOOM_MIN = 0.2;
+const ZOOM_MAX = 8;
+
+const imgStyle = computed(() => ({
+  transform: `translate(${panX.value}px, ${panY.value}px) scale(${zoom.value})`,
+}));
+
+function clampPan() {
+  // 未放大时不允许拖动偏移
+  if (zoom.value <= 1) {
+    panX.value = 0;
+    panY.value = 0;
+  }
+}
+
+function setZoom(v) {
+  zoom.value = Math.min(ZOOM_MAX, Math.max(ZOOM_MIN, Number(v.toFixed(2))));
+  clampPan();
+}
+
+function stepZoom(delta) {
+  setZoom(zoom.value + delta);
+}
+
+function resetZoom() {
+  zoom.value = 1;
+  panX.value = 0;
+  panY.value = 0;
+}
+
+/** 滚轮缩放（向上放大、向下缩小） */
+function onWheel(e) {
+  const factor = e.deltaY < 0 ? 1.12 : 0.89;
+  setZoom(zoom.value * factor);
+}
+
+function onDragStart(e) {
+  if (zoom.value <= 1) return;
+  dragging.value = true;
+  dragStart.x = e.clientX;
+  dragStart.y = e.clientY;
+  dragStart.px = panX.value;
+  dragStart.py = panY.value;
+}
+
+function onDragMove(e) {
+  if (!dragging.value) return;
+  panX.value = dragStart.px + (e.clientX - dragStart.x);
+  panY.value = dragStart.py + (e.clientY - dragStart.y);
+}
+
+function onDragEnd() {
+  dragging.value = false;
+}
 
 /** 供父组件（detail.vue）在抽屉打开时调用 */
 async function reload() {
   if (!props.relatedId) {
     list.value = [];
+    total.value = 0;
     emit("count", 0);
     return;
   }
@@ -74,16 +303,41 @@ async function reload() {
     const params = {
       related_type: props.relatedType,
       related_id: props.relatedId,
+      page: page.value,
+      pageSize: pageSize.value,
     };
     if (props.includeSource) params.include_source = 1;
     const res = await getAttachList(params);
-    list.value = res?.data?.list || [];
+    const data = res?.data || {};
+    const rawList = data.list || [];
+    total.value = Number(data.total) || rawList.length;
+    // 兜底：后端若未按分页返回（条数超过每页），前端本地切片，保证一页数量正确
+    if (rawList.length > pageSize.value) {
+      const start = (page.value - 1) * pageSize.value;
+      list.value = rawList.slice(start, start + pageSize.value);
+    } else {
+      list.value = rawList;
+    }
   } catch (e) {
     list.value = [];
+    total.value = 0;
   } finally {
     loading.value = false;
   }
-  emit("count", list.value.length);
+  emit("count", total.value);
+}
+
+/** 切换页码 */
+function handlePageChange(p) {
+  page.value = p;
+  reload();
+}
+
+/** 切换每页条数（回到第一页） */
+function handleSizeChange(s) {
+  pageSize.value = s;
+  page.value = 1;
+  reload();
 }
 
 async function handleUpload(options) {
@@ -103,6 +357,7 @@ async function handleUpload(options) {
       file_size: file.size || 0,
     });
     ElMessage.success("上传成功");
+    page.value = 1;
     reload();
   } catch (e) {
     ElMessage.error(e.message || "上传失败");
@@ -116,6 +371,8 @@ async function handleDelete(row) {
     await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
     await deleteAttach({ id: row.id });
     ElMessage.success("删除成功");
+    // 删除当前页最后一条时回退一页，避免出现空白页
+    if (list.value.length === 1 && page.value > 1) page.value -= 1;
     reload();
   } catch (e) {
     if (e !== "cancel") ElMessage.error(e.message || "删除失败");
@@ -129,6 +386,101 @@ function formatFileSize(size) {
   return `${(n / 1024 / 1024).toFixed(2)} MB`;
 }
 
+/** 取文件扩展名（小写，不含点） */
+function extOf(name) {
+  const n = String(name || "");
+  const i = n.lastIndexOf(".");
+  return i > -1 ? n.slice(i + 1).toLowerCase() : "";
+}
+
+const IMAGE_EXTS = ["png", "jpg", "jpeg", "gif", "webp", "bmp", "svg", "ico"];
+const VIDEO_EXTS = ["mp4", "avi", "mov", "wmv", "flv", "mkv", "webm", "m4v"];
+const AUDIO_EXTS = ["mp3", "wav", "flac", "aac", "ogg", "m4a", "wma"];
+const ARCHIVE_EXTS = ["zip", "rar", "7z", "tar", "gz", "bz2"];
+const OFFICE_EXTS = ["doc", "docx", "xls", "xlsx", "ppt", "pptx"];
+const FRAME_EXTS = [
+  "txt",
+  "md",
+  "json",
+  "log",
+  "xml",
+  "html",
+  "htm",
+  "css",
+  "js",
+  "ts",
+  "csv",
+  "yml",
+  "yaml",
+  "ini",
+  "conf",
+];
+
+/** 按扩展名归类，用于图标配色 */
+function fileKind(row) {
+  const ext = extOf(row.file_name || row.file_url);
+  if (IMAGE_EXTS.includes(ext)) return "is-image";
+  if (VIDEO_EXTS.includes(ext)) return "is-video";
+  if (AUDIO_EXTS.includes(ext)) return "is-audio";
+  if (ARCHIVE_EXTS.includes(ext)) return "is-archive";
+  if (ext === "pdf") return "is-pdf";
+  if (["doc", "docx"].includes(ext)) return "is-word";
+  if (["xls", "xlsx", "csv"].includes(ext)) return "is-excel";
+  if (["ppt", "pptx"].includes(ext)) return "is-ppt";
+  return "is-file";
+}
+
+/** 按扩展名返回文件图标组件 */
+function fileIcon(row) {
+  switch (fileKind(row)) {
+    case "is-image":
+      return Picture;
+    case "is-video":
+      return VideoCamera;
+    case "is-audio":
+      return Headset;
+    case "is-archive":
+      return FolderOpened;
+    default:
+      return Document;
+  }
+}
+
+/** 预览类型：image / video / audio / pdf / office / frame（可 iframe 直出）/ none */
+function previewTypeOf(row) {
+  const ext = extOf(row.file_name || row.file_url);
+  if (IMAGE_EXTS.includes(ext)) return "image";
+  if (VIDEO_EXTS.includes(ext)) return "video";
+  if (AUDIO_EXTS.includes(ext)) return "audio";
+  if (ext === "pdf") return "pdf";
+  if (OFFICE_EXTS.includes(ext)) return "office";
+  if (FRAME_EXTS.includes(ext)) return "frame";
+  return "none";
+}
+
+const previewType = computed(() =>
+  previewRow.value ? previewTypeOf(previewRow.value) : "none"
+);
+
+// Office 文档通过微软在线预览服务渲染（需要文件 URL 可被公网访问）
+const officeUrl = computed(() => {
+  const url = previewRow.value?.file_url || "";
+  if (!url) return "";
+  return `https://view.officeapps.live.com/op/view.aspx?src=${encodeURIComponent(url)}`;
+});
+
+/** 打开在线预览 */
+function openPreview(row) {
+  previewRow.value = row || {};
+  resetZoom();
+  previewVisible.value = true;
+}
+
+/** 下载文件（新窗口打开原始地址） */
+function downloadFile(row) {
+  if (row?.file_url) window.open(row.file_url, "_blank");
+}
+
 defineExpose({ reload });
 </script>
 
@@ -136,21 +488,241 @@ defineExpose({ reload });
 .tab-toolbar {
   display: flex;
   align-items: center;
+  justify-content: space-between;
+  flex-wrap: wrap;
   gap: 12px;
   margin-bottom: 12px;
 
+  .toolbar-left {
+    display: flex;
+    align-items: center;
+    gap: 12px;
+  }
+
   .tip {
     font-size: 12px;
     color: var(--el-text-color-secondary);
   }
+
+  .view-switch {
+    :deep(.el-radio-button__inner) {
+      display: inline-flex;
+      align-items: center;
+      justify-content: center;
+      padding: 6px 10px;
+    }
+  }
 }
 
 .file-link {
   color: var(--el-color-primary);
-  text-decoration: none;
+  cursor: pointer;
 
   &:hover {
     text-decoration: underline;
   }
 }
+
+/* 图标模式网格 */
+.attach-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(148px, 1fr));
+  gap: 12px;
+  min-height: 120px;
+
+  .attach-empty {
+    grid-column: 1 / -1;
+  }
+}
+
+.attach-card {
+  position: relative;
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  gap: 8px;
+  padding: 16px 12px 12px;
+  border: 1px solid var(--el-border-color-lighter);
+  border-radius: 8px;
+  background: var(--el-bg-color);
+  cursor: pointer;
+  transition: all 0.2s;
+
+  &:hover {
+    border-color: var(--el-color-primary-light-5);
+    box-shadow: 0 2px 12px rgba(0, 0, 0, 0.06);
+    transform: translateY(-1px);
+
+    .attach-del {
+      opacity: 1;
+    }
+  }
+
+  .attach-icon {
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    width: 56px;
+    height: 56px;
+    border-radius: 10px;
+    color: #fff;
+    background: var(--el-text-color-placeholder);
+
+    &.is-image {
+      background: #10b981;
+    }
+
+    &.is-video {
+      background: #8b5cf6;
+    }
+
+    &.is-audio {
+      background: #14b8a6;
+    }
+
+    &.is-archive {
+      background: #f59e0b;
+    }
+
+    &.is-pdf {
+      background: #ef4444;
+    }
+
+    &.is-word {
+      background: #3b82f6;
+    }
+
+    &.is-excel {
+      background: #16a34a;
+    }
+
+    &.is-ppt {
+      background: #f97316;
+    }
+  }
+
+  .attach-name {
+    width: 100%;
+    font-size: 13px;
+    color: var(--el-text-color-primary);
+    text-align: center;
+    overflow: hidden;
+    text-overflow: ellipsis;
+    white-space: nowrap;
+  }
+
+  .attach-meta {
+    display: flex;
+    align-items: center;
+    gap: 6px;
+    font-size: 12px;
+    color: var(--el-text-color-secondary);
+  }
+
+  .attach-sub {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    gap: 6px;
+    width: 100%;
+    font-size: 11px;
+    color: var(--el-text-color-placeholder);
+
+    .attach-user,
+    .attach-time {
+      overflow: hidden;
+      text-overflow: ellipsis;
+      white-space: nowrap;
+    }
+  }
+
+  .attach-del {
+    position: absolute;
+    top: 4px;
+    right: 4px;
+    opacity: 0;
+    transition: opacity 0.2s;
+  }
+}
+
+/* 分页 */
+.attach-pager {
+  display: flex;
+  justify-content: flex-end;
+  margin-top: 12px;
+}
+
+/* 在线预览 */
+.preview-body {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  min-height: 200px;
+  max-height: 74vh;
+  overflow: auto;
+
+  .preview-zoom {
+    position: relative;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    width: 100%;
+    height: 72vh;
+    overflow: hidden;
+    background: var(--el-fill-color-lighter);
+    cursor: grab;
+
+    &.is-dragging {
+      cursor: grabbing;
+    }
+
+    .preview-zoom-img {
+      max-width: 100%;
+      max-height: 100%;
+      user-select: none;
+      transform-origin: center center;
+      transition: transform 0.06s linear;
+      will-change: transform;
+    }
+
+    .preview-zoom-bar {
+      position: absolute;
+      top: 8px;
+      right: 8px;
+      display: inline-flex;
+      align-items: center;
+      gap: 4px;
+      padding: 2px 8px;
+      border-radius: 16px;
+      background: rgba(0, 0, 0, 0.55);
+      color: #fff;
+
+      .zoom-text {
+        min-width: 42px;
+        font-size: 12px;
+        text-align: center;
+      }
+
+      :deep(.el-button) {
+        color: #fff;
+        margin-left: 0;
+      }
+    }
+  }
+
+  .preview-video {
+    max-width: 100%;
+    max-height: 72vh;
+  }
+
+  .preview-audio {
+    width: 100%;
+  }
+
+  .preview-frame {
+    width: 100%;
+    height: 72vh;
+    border: 0;
+  }
+}
 </style>
diff --git a/backend/src/views/apps/crm/project/components/detail_contract.vue b/backend/src/views/apps/crm/project/components/detail_contract.vue
index f8a8176..7ac3cca 100644
--- a/backend/src/views/apps/crm/project/components/detail_contract.vue
+++ b/backend/src/views/apps/crm/project/components/detail_contract.vue
@@ -26,17 +26,17 @@
             <div class="pane-head">
               <div class="pane-title">
                 <span class="name">{{ c.contract_name }}</span>
-                <el-tag :type="contractStatusTag(c.status)" size="small">
+                <!-- <el-tag :type="contractStatusTag(c.status)" size="small">
                   {{ contractStatusText(c.status) }}
-                </el-tag>
+                </el-tag> -->
                 <el-tag type="primary" size="small" effect="plain">
                   {{ ourRoleText(c.our_role) }}
                 </el-tag>
               </div>
-              <div class="pane-actions">
+              <!-- <div class="pane-actions">
                 <el-button link type="primary" size="small" @click="handleEdit(c)">编辑</el-button>
                 <el-button link type="danger" size="small" @click="handleDelete(c)">删除</el-button>
-              </div>
+              </div> -->
             </div>
             <div class="pane-sub">
               {{ c.contract_no || "-" }} · {{ contractCategoryText(c.contract_category) }}
diff --git a/backend/src/views/apps/crm/project/index.vue b/backend/src/views/apps/crm/project/index.vue
index 61b4348..878f582 100644
--- a/backend/src/views/apps/crm/project/index.vue
+++ b/backend/src/views/apps/crm/project/index.vue
@@ -37,7 +37,12 @@
 
     <div class="table-container" v-loading="loading">
       <el-table :data="tableData" stripe border row-key="id">
-        <el-table-column label="项目名称" min-width="180" show-overflow-tooltip fixed>
+        <el-table-column label="状态" width="100" align="center" fixed>
+          <template #default="{ row }">
+            <el-tag :type="projectStatusTag(row.status)" size="small">{{ projectStatusText(row.status) }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="项目名称" min-width="180" show-overflow-tooltip >
           <template #default="{ row }">
             <span class="name-link" @click="openDetail(row)">{{ row.project_name }}</span>
           </template>
@@ -47,9 +52,12 @@
         <el-table-column label="项目金额" width="130" align="right">
           <template #default="{ row }">{{ formatMoney(row.amount) }}</template>
         </el-table-column>
-        <el-table-column label="状态" width="100" align="center">
+        <el-table-column label="逾期" width="100" align="center">
           <template #default="{ row }">
-            <el-tag :type="projectStatusTag(row.status)" size="small">{{ projectStatusText(row.status) }}</el-tag>
+            <el-tag v-if="projectOverdue(row).overdue" type="danger" size="small" effect="dark">
+              {{ overdueText(projectOverdue(row).days) }}
+            </el-tag>
+            <span v-else>-</span>
           </template>
         </el-table-column>
         <el-table-column label="开始日期" width="120" align="center">
@@ -64,21 +72,6 @@
         <el-table-column label="对接人" width="100">
           <template #default="{ row }">{{ row.contact_person || "-" }}</template>
         </el-table-column>
-        <el-table-column label="操作" width="210" align="center" fixed="right">
-          <template #default="{ row }">
-            <!-- <el-button
-              link
-              type="primary"
-              size="small"
-              :disabled="!row.customer_id"
-              @click="openContactBook(row)"
-            >
-              通讯录
-            </el-button> -->
-            <el-button link type="primary" size="small" @click="openEdit(row)">编辑</el-button>
-            <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
-          </template>
-        </el-table-column>
         <template #empty><el-empty description="暂无项目" :image-size="80" /></template>
       </el-table>
 
@@ -105,15 +98,21 @@
       :company-name="contactBookCompanyName"
     />
 
-    <ProjectDetail v-model:visible="detailVisible" :project="currentRow" @refresh="fetchList" />
+    <ProjectDetail
+      v-model:visible="detailVisible"
+      :project="currentRow"
+      @refresh="fetchList"
+      @edit="onDetailEdit"
+      @delete="fetchList"
+    />
   </div>
 </template>
 
 <script setup>
 import { ref, reactive, onMounted } from "vue";
-import { ElMessage, ElMessageBox } from "element-plus";
+import { ElMessage } from "element-plus";
 import { Plus, Search, Refresh } from "@element-plus/icons-vue";
-import { getProjectList, deleteProject } from "@/api/crmPipeline";
+import { getProjectList } from "@/api/crmPipeline";
 import ProjectEdit from "./components/edit.vue";
 import ProjectDetail from "./components/detail.vue";
 import ContactBook from "../../erp/components/contactBook.vue";
@@ -121,6 +120,8 @@ import {
   PROJECT_STATUS_OPTIONS,
   projectStatusText,
   projectStatusTag,
+  projectOverdue,
+  overdueText,
   formatMoney,
   formatDateOnly,
 } from "../dict";
@@ -188,6 +189,12 @@ function openDetail(row) {
   detailVisible.value = true;
 }
 
+/** 详情内触发编辑：关闭详情抽屉，打开编辑弹窗 */
+function onDetailEdit(row) {
+  detailVisible.value = false;
+  openEdit(row || currentRow.value);
+}
+
 function openContactBook(row) {
   if (!row.customer_id) {
     ElMessage.warning("该项目未关联正式客户，暂无正式联系人");
@@ -197,19 +204,6 @@ function openContactBook(row) {
   contactBookCompanyName.value = row.customer_name || "";
   contactBookVisible.value = true;
 }
-
-async function handleDelete(row) {
-  try {
-    await ElMessageBox.confirm(`确定删除项目「${row.project_name}」吗？删除后不可恢复。`, "删除确认", {
-      type: "warning",
-    });
-    await deleteProject(row.id);
-    ElMessage.success("删除成功");
-    fetchList();
-  } catch (e) {
-    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
-  }
-}
 </script>
 
 <style lang="less" scoped src="../styles/crm-page.less"></style>
diff --git a/backend/src/views/apps/crm/supplier/components/edit.vue b/backend/src/views/apps/crm/supplier/components/edit.vue
index 012484b..3fac841 100644
--- a/backend/src/views/apps/crm/supplier/components/edit.vue
+++ b/backend/src/views/apps/crm/supplier/components/edit.vue
@@ -7,13 +7,13 @@
     @update:model-value="handleClose"
     @closed="handleClosed"
   >
-    <!-- 步骤条 -->
+    <!-- 步骤条（支持点击步骤直接跳转） -->
     <div class="steps-wrapper">
-      <el-steps :active="activeStep" finish-status="success" align-center>
-        <el-step title="基本信息" />
-        <el-step title="联系信息" />
-        <el-step title="开票信息" />
-        <el-step title="备注信息" />
+      <el-steps :active="activeStep" finish-status="success" align-center class="clickable-steps">
+        <el-step title="基本信息" class="step-clickable" @click="goStep(0)" />
+        <el-step title="联系信息" class="step-clickable" @click="goStep(1)" />
+        <el-step title="开票信息" class="step-clickable" @click="goStep(2)" />
+        <el-step title="备注信息" class="step-clickable" @click="goStep(3)" />
       </el-steps>
     </div>
 
@@ -382,6 +382,13 @@ function prevStep() {
   }
 }
 
+/** 点击上方步骤条直接跳转（无需按上一步 / 下一步） */
+function goStep(index) {
+  const target = Math.max(0, Math.min(3, Number(index) || 0));
+  if (target === activeStep.value) return;
+  activeStep.value = target;
+}
+
 async function handleSave(isDraft) {
   if (!formRef.value) return;
   if (isDraft) {
@@ -441,6 +448,15 @@ function handleSaveDraft() {
   padding: 0 20px;
 }
 
+/* 步骤条可点击跳转 */
+.clickable-steps {
+  :deep(.step-clickable),
+  :deep(.el-step__head),
+  :deep(.el-step__main) {
+    cursor: pointer;
+  }
+}
+
 .dialog-footer {
   display: flex;
   justify-content: space-between;
diff --git a/go/controllers/backend_crm_contract.go b/go/controllers/backend_crm_contract.go
index b5d655c..704b8fd 100644
--- a/go/controllers/backend_crm_contract.go
+++ b/go/controllers/backend_crm_contract.go
@@ -47,6 +47,7 @@ type contractPayload struct {
 	SignDate         string          `json:"sign_date"`
 	EffectiveDate    string          `json:"effective_date"`
 	ExpireDate       string          `json:"expire_date"`
+	TechDate         string          `json:"tech_date"`
 	Parties          json.RawMessage `json:"parties"`
 	Products         json.RawMessage `json:"products"`
 	Step             int8            `json:"step"`
@@ -126,6 +127,7 @@ func (c *BackendCrmContractController) List() {
 	}
 	items := make([]contractResp, 0, len(list))
 	for i := range list {
+		c.syncContractExceptionStatus(&list[i])
 		items = append(items, buildContractResp(&list[i]))
 	}
 	pipelineOk(&c.Controller, map[string]interface{}{
@@ -135,6 +137,8 @@ func (c *BackendCrmContractController) List() {
 
 // Stats GET /backend/crm/contract/stats
 // 全租户合同统计（排除已作废），供列表页顶部汇总卡片使用。
+// 支持按周期筛选：period=month/quarter/year（当期）或 custom（start_date~end_date），
+// 按合同有效期 [生效日期, 结束日期] 与所选周期重叠统计。
 func (c *BackendCrmContractController) Stats() {
 	claims, err := pipelineClaims(&c.Controller)
 	if err != nil {
@@ -142,13 +146,34 @@ func (c *BackendCrmContractController) Stats() {
 		return
 	}
 	tenantID := pipelineTenantID(claims)
+	period := strings.TrimSpace(c.GetString("period"))
+	start := strings.TrimSpace(c.GetString("start_date"))
+	end := strings.TrimSpace(c.GetString("end_date"))
+	if period != "" && period != "custom" {
+		start, end = periodRange(period)
+	}
+
 	table := new(models.TenantCrmContract).TableName()
+	where := "tenant_id = ? AND delete_time IS NULL AND status <> 3"
+	args := []interface{}{tenantID}
+	// 按合同有效期 [生效日期, 结束日期] 与所选周期 [start, end] 重叠来统计：
+	// 合同生效日 <= 周期末 且 合同结束日 >= 周期初；日期为空视为不限制对应边界。
+	if start != "" {
+		where += " AND (expire_date IS NULL OR expire_date >= ?)"
+		args = append(args, start)
+	}
+	if end != "" {
+		where += " AND (effective_date IS NULL OR effective_date <= ?)"
+		args = append(args, end)
+	}
 	raw := "SELECT COUNT(*) AS total, IFNULL(SUM(total_amount),0) AS total_amount, " +
 		"IFNULL(SUM(total_cost),0) AS total_cost, IFNULL(SUM(total_profit),0) AS total_profit " +
-		"FROM " + table + " WHERE tenant_id = ? AND delete_time IS NULL AND status <> 3"
+		"FROM " + table + " WHERE " + where
 	var rows []orm.Params
-	if _, err := models.Orm.Raw(raw, tenantID).Values(&rows); err != nil || len(rows) == 0 {
-		pipelineOk(&c.Controller, contractSummary{TotalProfit: 0})
+	if _, err := models.Orm.Raw(raw, args...).Values(&rows); err != nil || len(rows) == 0 {
+		pipelineOk(&c.Controller, map[string]interface{}{
+			"total": 0, "total_amount": 0, "total_cost": 0, "total_profit": 0,
+		})
 		return
 	}
 	r := rows[0]
@@ -160,6 +185,28 @@ func (c *BackendCrmContractController) Stats() {
 	})
 }
 
+// periodRange 根据 period 返回 [start, end] 签约日期区间（YYYY-MM-DD）：month/quarter/year 取当期。
+func periodRange(period string) (string, string) {
+	now := time.Now()
+	loc := now.Location()
+	y, m, _ := now.Date()
+	switch period {
+	case "quarter":
+		q := (int(m) - 1) / 3
+		start := time.Date(y, time.Month(q*3+1), 1, 0, 0, 0, 0, loc)
+		end := start.AddDate(0, 3, 0).Add(-time.Nanosecond)
+		return start.Format("2006-01-02"), end.Format("2006-01-02")
+	case "year":
+		start := time.Date(y, 1, 1, 0, 0, 0, 0, loc)
+		end := start.AddDate(1, 0, 0).Add(-time.Nanosecond)
+		return start.Format("2006-01-02"), end.Format("2006-01-02")
+	default: // month
+		start := time.Date(y, m, 1, 0, 0, 0, 0, loc)
+		end := start.AddDate(0, 1, 0).Add(-time.Nanosecond)
+		return start.Format("2006-01-02"), end.Format("2006-01-02")
+	}
+}
+
 // Detail GET /backend/crm/contract/:id
 func (c *BackendCrmContractController) Detail() {
 	claims, err := pipelineClaims(&c.Controller)
@@ -179,6 +226,7 @@ func (c *BackendCrmContractController) Detail() {
 		pipelineErr(&c.Controller, 404, 404, "合同未找到")
 		return
 	}
+	c.syncContractExceptionStatus(&row)
 	pipelineOk(&c.Controller, buildContractResp(&row))
 }
 
@@ -214,6 +262,7 @@ func (c *BackendCrmContractController) Create() {
 		SignDate:      parsePipelineDate(p.SignDate),
 		EffectiveDate: parsePipelineDate(p.EffectiveDate),
 		ExpireDate:    parsePipelineDate(p.ExpireDate),
+		TechDate:      parsePipelineDate(p.TechDate),
 		Status:        pickInt8(p.Status, 1, 5),
 		Step:          pickInt8(p.Step, 1, 2),
 		Remark:        p.Remark,
@@ -332,6 +381,7 @@ func (c *BackendCrmContractController) Update() {
 	row.SignDate = parsePipelineDate(p.SignDate)
 	row.EffectiveDate = parsePipelineDate(p.EffectiveDate)
 	row.ExpireDate = parsePipelineDate(p.ExpireDate)
+	row.TechDate = parsePipelineDate(p.TechDate)
 	if p.Parties != nil {
 		parties, err := normalizeContractJSON(p.Parties)
 		if err != nil {
@@ -532,6 +582,23 @@ func normalizeContractJSON(raw json.RawMessage) (string, error) {
 // 合同总金额（含税）=硬件+软件+其他；产品总成本=Σ(数量×成本单价)（成本通常不含税，原值汇总）；
 // 合同总利润=总金额-总成本。
 // 归类口径：分类代码 1/2 或名称含「硬件」/「软件」分别计入硬件/软件，其余计入其他。
+// contractTreeSellTotal 软件开发模块树售价合计：子节点汇总，叶子=人天×统一人天单价。
+func contractTreeSellTotal(nodes []interface{}, unitPrice float64) float64 {
+	var sum float64
+	for _, n := range nodes {
+		m, ok := n.(map[string]interface{})
+		if !ok {
+			continue
+		}
+		if kids, ok := m["children"].([]interface{}); ok && len(kids) > 0 {
+			sum += contractTreeSellTotal(kids, unitPrice)
+			continue
+		}
+		sum += round2(toFloat64(m["man_days"]) * unitPrice)
+	}
+	return round2(sum)
+}
+
 func applyContractAmounts(row *models.TenantCrmContract) {
 	var items []map[string]interface{}
 	if strings.TrimSpace(row.Products) != "" {
@@ -539,6 +606,14 @@ func applyContractAmounts(row *models.TenantCrmContract) {
 	}
 	var hardware, software, other, cost float64
 	for _, item := range items {
+		// 软件开发行：金额来自模块树汇总（统一人天单价×人天，不计税率/成本，与前端 buildSummary 一致）
+		if fmt.Sprintf("%v", item["line_type"]) == "dev" {
+			if tree, ok := item["dev_tree"].([]interface{}); ok {
+				unitPrice := toFloat64(item["dev_unit_price"])
+				software = round2(software + contractTreeSellTotal(tree, unitPrice))
+			}
+			continue
+		}
 		qty := toFloat64(item["quantity"])
 		price := toFloat64(item["price"])
 		costPrice := toFloat64(item["cost_price"])
@@ -563,6 +638,42 @@ func applyContractAmounts(row *models.TenantCrmContract) {
 	row.TotalProfit = round2(row.TotalAmount - cost)
 }
 
+// contractReceivedAmount 汇总合同已回款金额（该合同下所有未删除回款计划的 received_amount 之和）。
+func contractReceivedAmount(tenantID string, contractID uint64) float64 {
+	if contractID == 0 {
+		return 0
+	}
+	var rows []orm.Params
+	sql := "SELECT IFNULL(SUM(received_amount),0) AS received FROM " +
+		new(models.TenantCrmPayback).TableName() +
+		" WHERE tenant_id = ? AND contract_id = ? AND delete_time IS NULL"
+	if _, err := models.Orm.Raw(sql, tenantID, contractID).Values(&rows); err != nil || len(rows) == 0 {
+		return 0
+	}
+	return toFloat64(rows[0]["received"])
+}
+
+// syncContractExceptionStatus 履约中合同状态对账：技术日期已过但回款未回完（已收 < 合同总额，
+// 允许 0.005 浮点容差）时，自动流转为「执行异常」(5)。无技术日期或不满足翻转条件则不动。
+// 在列表 / 详情读取时触发，也可在回款登记后调用，使状态及时反映。
+func (c *BackendCrmContractController) syncContractExceptionStatus(row *models.TenantCrmContract) {
+	if row == nil || row.Status != 4 || row.TechDate == nil || row.ID == 0 {
+		return
+	}
+	now := time.Now()
+	if !row.TechDate.Before(now) {
+		return
+	}
+	received := contractReceivedAmount(row.TenantID, row.ID)
+	if row.TotalAmount > 0 && received+0.005 < row.TotalAmount {
+		row.Status = 5
+		row.UpdateTime = now
+		_, _ = models.Orm.QueryTable(new(models.TenantCrmContract)).
+			Filter("id", row.ID).Filter("tenant_id", row.TenantID).
+			Update(orm.Params{"status": int8(5), "update_time": now})
+	}
+}
+
 // genContractNo 生成合同编号：HT-YYYYMMDD-4位随机，租户内查重，最多重试 5 次。
 func genContractNo(tenantID string) string {
 	for i := 0; i < 5; i++ {
diff --git a/go/controllers/backend_crm_dashboard.go b/go/controllers/backend_crm_dashboard.go
new file mode 100644
index 0000000..9bf0a6b
--- /dev/null
+++ b/go/controllers/backend_crm_dashboard.go
@@ -0,0 +1,387 @@
+package controllers
+
+import (
+	"fmt"
+	"strings"
+	"time"
+
+	"server/models"
+
+	beego "github.com/beego/beego/v2/server/web"
+)
+
+// BackendCrmDashboardController CRM 数据仪表盘：按时间维度聚合真实业务数据。
+type BackendCrmDashboardController struct {
+	beego.Controller
+}
+
+/* ------------------------------ 时间维度 ------------------------------ */
+
+// crmPeriod 返回当前周期与上一个周期的起止时间（含当天）。
+func crmPeriod(r string) (curStart, curEnd, prevStart, prevEnd time.Time) {
+	now := time.Now()
+	y, m, d := now.Date()
+	loc := now.Location()
+	switch r {
+	case "day":
+		curStart = time.Date(y, m, d, 0, 0, 0, 0, loc)
+		curEnd = curStart.Add(24*time.Hour - time.Second)
+		prevStart = curStart.AddDate(0, 0, -1)
+		prevEnd = curEnd.AddDate(0, 0, -1)
+	case "week":
+		wd := int(now.Weekday()) // 0 周日 ~ 6 周六
+		if wd == 0 {
+			wd = 7
+		}
+		monday := time.Date(y, m, d, 0, 0, 0, 0, loc).AddDate(0, 0, -(wd - 1))
+		curStart = monday
+		curEnd = monday.AddDate(0, 0, 7).Add(-time.Second)
+		prevStart = monday.AddDate(0, 0, -7)
+		prevEnd = curStart.Add(-time.Second)
+	case "month":
+		curStart = time.Date(y, m, 1, 0, 0, 0, 0, loc)
+		curEnd = time.Date(y, m+1, 1, 0, 0, 0, 0, loc).Add(-time.Second)
+		prevStart = time.Date(y, m-1, 1, 0, 0, 0, 0, loc)
+		prevEnd = curStart.Add(-time.Second)
+	case "quarter":
+		q := (int(m) - 1) / 3
+		qs := time.Date(y, time.Month(q*3+1), 1, 0, 0, 0, 0, loc)
+		curStart = qs
+		curEnd = qs.AddDate(0, 3, 0).Add(-time.Second)
+		prevStart = qs.AddDate(0, -3, 0)
+		prevEnd = curStart.Add(-time.Second)
+	default: // year
+		curStart = time.Date(y, 1, 1, 0, 0, 0, 0, loc)
+		curEnd = time.Date(y+1, 1, 1, 0, 0, 0, 0, loc).Add(-time.Second)
+		prevStart = time.Date(y-1, 1, 1, 0, 0, 0, 0, loc)
+		prevEnd = curStart.Add(-time.Second)
+	}
+	return
+}
+
+// crmBucketExpr 按时间维度返回分桶表达式（0..n-1 的整数桶序号）。
+func crmBucketExpr(r, dateCol string) string {
+	switch r {
+	case "day":
+		return fmt.Sprintf("FLOOR(HOUR(%s)/2)", dateCol) // 每 2 小时一桶，0~11
+	case "week":
+		return fmt.Sprintf("WEEKDAY(%s)", dateCol) // 周一=0 ~ 周日=6
+	case "month":
+		return fmt.Sprintf("DAY(%s)-1", dateCol) // 1日=0
+	case "quarter":
+		return fmt.Sprintf("(MONTH(%s)-1) %% 3", dateCol) // 季度内月序号 0~2
+	default:
+		return fmt.Sprintf("MONTH(%s)-1", dateCol) // 年内月序号 0~11
+	}
+}
+
+// crmAxis 返回与分桶对齐的 X 轴文案。
+func crmAxis(r string, start time.Time) []string {
+	loc := start.Location()
+	switch r {
+	case "day":
+		ax := make([]string, 12)
+		for i := 0; i < 12; i++ {
+			ax[i] = fmt.Sprintf("%02d:00", i*2)
+		}
+		return ax
+	case "week":
+		return []string{"周一", "周二", "周三", "周四", "周五", "周六", "周日"}
+	case "month":
+		last := time.Date(start.Year(), start.Month()+1, 0, 0, 0, 0, 0, loc).Day()
+		ax := make([]string, last)
+		for i := 0; i < last; i++ {
+			ax[i] = fmt.Sprintf("%d日", i+1)
+		}
+		return ax
+	case "quarter":
+		q := (int(start.Month()) - 1) / 3
+		ax := make([]string, 3)
+		for i := 0; i < 3; i++ {
+			ax[i] = fmt.Sprintf("%d月", q*3+i+1)
+		}
+		return ax
+	default:
+		ax := make([]string, 12)
+		for i := 0; i < 12; i++ {
+			ax[i] = fmt.Sprintf("%d月", i+1)
+		}
+		return ax
+	}
+}
+
+/* ------------------------------ 聚合查询 ------------------------------ */
+
+func crmCountWhere(tenantID, table, dateCol, extra string, start, end time.Time) float64 {
+	var n int64
+	sql := fmt.Sprintf(
+		"SELECT COUNT(*) FROM %s WHERE tenant_id=? AND delete_time IS NULL AND %s BETWEEN ? AND ? %s",
+		table, dateCol, extra,
+	)
+	if err := models.Orm.Raw(sql, tenantID, start, end).QueryRow(&n); err != nil {
+		return 0
+	}
+	return float64(n)
+}
+
+func crmSumWhere(tenantID, table, dateCol, sumCol, extra string, start, end time.Time) float64 {
+	var s float64
+	sql := fmt.Sprintf(
+		"SELECT COALESCE(SUM(%s),0) FROM %s WHERE tenant_id=? AND delete_time IS NULL AND %s BETWEEN ? AND ? %s",
+		sumCol, table, dateCol, extra,
+	)
+	if err := models.Orm.Raw(sql, tenantID, start, end).QueryRow(&s); err != nil {
+		return 0
+	}
+	return s
+}
+
+// crmSeriesWhere 按时间分桶返回序列（长度 = bucketCount，缺失桶补 0）。
+func crmSeriesWhere(tenantID, table, dateCol, metric, sumCol, extra, bucketExpr string, bucketCount int, start, end time.Time) []float64 {
+	out := make([]float64, bucketCount)
+	var rows []struct {
+		B int     `orm:"column(b)"`
+		V float64 `orm:"column(v)"`
+	}
+	var sel string
+	if metric == "sum" {
+		sel = fmt.Sprintf("SELECT %s AS b, COALESCE(SUM(%s),0) AS v", bucketExpr, sumCol)
+	} else {
+		sel = fmt.Sprintf("SELECT %s AS b, COUNT(*) AS v", bucketExpr)
+	}
+	sql := fmt.Sprintf(
+		"%s FROM %s WHERE tenant_id=? AND delete_time IS NULL AND %s BETWEEN ? AND ? %s GROUP BY b",
+		sel, table, dateCol, extra,
+	)
+	if _, err := models.Orm.Raw(sql, tenantID, start, end).QueryRows(&rows); err != nil {
+		return out
+	}
+	for _, row := range rows {
+		if row.B >= 0 && row.B < bucketCount {
+			out[row.B] = row.V
+		}
+	}
+	return out
+}
+
+func crmRound1(v float64) float64 {
+	return float64(int64(v*10+0.5)) / 10
+}
+
+/* ------------------------------ 实体定义 ------------------------------ */
+
+type dashEntity struct {
+	table   string
+	dateCol string
+	extra   string
+}
+
+// crmCountEntities 计数的实体（新增客户/联系人/项目/合同/线索/商机/回访）。
+func crmCountEntities() map[string]dashEntity {
+	return map[string]dashEntity{
+		"newCustomer": {"yz_backend_erp_customer", "create_time", " AND in_pool=0 AND is_draft=0"},
+		"newContact":  {"yz_backend_contact_company", "create_time", " AND company_type='customer'"},
+		"newProject":  {"yz_backend_crm_project", "create_time", ""},
+		"newContract": {"yz_backend_crm_contract", "create_time", ""},
+		"newClue":     {"yz_backend_crm_clue", "create_time", ""},
+		"newChance":   {"yz_backend_crm_business", "create_time", ""},
+		"newVisit":    {"yz_backend_crm_follow", "follow_time", " AND follow_time IS NOT NULL"},
+	}
+}
+
+// crmSumEntities 求和的实体（各金额）。
+func crmSumEntities() map[string]dashEntity {
+	return map[string]dashEntity{
+		"projectAmount":  {"yz_backend_crm_project", "create_time", ""},
+		"contractAmount": {"yz_backend_crm_contract", "create_time", ""},
+		"chanceAmount":   {"yz_backend_crm_business", "create_time", ""},
+		"paymentAmount":  {"yz_backend_crm_payback", "create_time", ""},
+	}
+}
+
+func crmAmountCol(key string) string {
+	switch key {
+	case "projectAmount":
+		return "amount"
+	case "contractAmount":
+		return "total_amount"
+	case "chanceAmount":
+		return "amount"
+	case "paymentAmount":
+		return "received_amount"
+	}
+	return "amount"
+}
+
+/* ------------------------------ 主接口 ------------------------------ */
+
+// Summary GET /backend/crm/dashboard?range=day|week|month|quarter|year
+// 返回仪表盘所需的全部真实统计数据。
+func (c *BackendCrmDashboardController) Summary() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+
+	r := strings.TrimSpace(c.GetString("range"))
+	valid := map[string]bool{"day": true, "week": true, "month": true, "quarter": true, "year": true}
+	if !valid[r] {
+		r = "month"
+	}
+
+	curStart, curEnd, prevStart, prevEnd := crmPeriod(r)
+	axis := crmAxis(r, curStart)
+	bucketCount := len(axis)
+	bucketExpr := crmBucketExpr(r, "create_time")
+
+	counts := crmCountEntities()
+	sums := crmSumEntities()
+	statKeys := []string{
+		"newCustomer", "newContact", "newProject", "newContract", "newClue",
+		"newChance", "projectAmount", "contractAmount", "chanceAmount", "paymentAmount", "newVisit",
+	}
+
+	stats := map[string]map[string]float64{}
+	for _, k := range statKeys {
+		var cur, prev float64
+		if e, ok := counts[k]; ok {
+			cur = crmCountWhere(tenantID, e.table, e.dateCol, e.extra, curStart, curEnd)
+			prev = crmCountWhere(tenantID, e.table, e.dateCol, e.extra, prevStart, prevEnd)
+		} else if e, ok := sums[k]; ok {
+			col := crmAmountCol(k)
+			cur = crmSumWhere(tenantID, e.table, e.dateCol, col, e.extra, curStart, curEnd)
+			prev = crmSumWhere(tenantID, e.table, e.dateCol, col, e.extra, prevStart, prevEnd)
+		}
+		var trend float64
+		if prev > 0 {
+			trend = (cur - prev) / prev * 100
+		} else if cur > 0 {
+			trend = 100
+		}
+		stats[k] = map[string]float64{"value": crmRound1(cur), "trend": crmRound1(trend)}
+	}
+
+	// 趋势图：新增客户 / 新增商机 按桶分布
+	customerSeries := crmSeriesWhere(tenantID, counts["newCustomer"].table, counts["newCustomer"].dateCol,
+		"count", "", counts["newCustomer"].extra, crmBucketExpr(r, counts["newCustomer"].dateCol), bucketCount, curStart, curEnd)
+	chanceSeries := crmSeriesWhere(tenantID, counts["newChance"].table, counts["newChance"].dateCol,
+		"count", "", counts["newChance"].extra, crmBucketExpr(r, counts["newChance"].dateCol), bucketCount, curStart, curEnd)
+
+	// 金额对比图：合同金额 / 回款金额 按桶分布
+	contractSeries := crmSeriesWhere(tenantID, sums["contractAmount"].table, sums["contractAmount"].dateCol,
+		"sum", "total_amount", sums["contractAmount"].extra, bucketExpr, bucketCount, curStart, curEnd)
+	paymentSeries := crmSeriesWhere(tenantID, sums["paymentAmount"].table, sums["paymentAmount"].dateCol,
+		"sum", "received_amount", sums["paymentAmount"].extra, crmBucketExpr(r, sums["paymentAmount"].dateCol), bucketCount, curStart, curEnd)
+
+	// 销售漏斗：线索 / 商机 / 合同 / 回款（期内各实体新增数）
+	funnel := []map[string]interface{}{
+		{"name": "线索", "value": crmCountWhere(tenantID, counts["newClue"].table, counts["newClue"].dateCol, counts["newClue"].extra, curStart, curEnd)},
+		{"name": "商机", "value": crmCountWhere(tenantID, counts["newChance"].table, counts["newChance"].dateCol, counts["newChance"].extra, curStart, curEnd)},
+		{"name": "合同", "value": crmCountWhere(tenantID, counts["newContract"].table, counts["newContract"].dateCol, counts["newContract"].extra, curStart, curEnd)},
+		{"name": "回款", "value": crmCountWhere(tenantID, sums["paymentAmount"].table, sums["paymentAmount"].dateCol, sums["paymentAmount"].extra, curStart, curEnd)},
+	}
+
+	// 线索来源分布
+	var srcRows []struct {
+		Source string  `orm:"column(source)"`
+		Cnt    float64 `orm:"column(cnt)"`
+	}
+	srcSQL := "SELECT source, COUNT(*) AS cnt FROM yz_backend_crm_clue WHERE tenant_id=? AND delete_time IS NULL AND create_time BETWEEN ? AND ? GROUP BY source ORDER BY cnt DESC"
+	_, _ = models.Orm.Raw(srcSQL, tenantID, curStart, curEnd).QueryRows(&srcRows)
+	source := make([]map[string]interface{}, 0, len(srcRows))
+	for _, row := range srcRows {
+		name := strings.TrimSpace(row.Source)
+		if name == "" {
+			name = "未填写"
+		}
+		source = append(source, map[string]interface{}{"name": name, "value": row.Cnt})
+	}
+
+	// 销售业绩排行：按负责人合同金额 Top8，并补齐回款金额
+	var rankRows []struct {
+		OwnerUserID   string  `orm:"column(owner_user_id)"`
+		OwnerUserName string  `orm:"column(owner_user_name)"`
+		Contract      float64 `orm:"column(contract)"`
+	}
+	rankSQL := "SELECT owner_user_id, owner_user_name, COALESCE(SUM(total_amount),0) AS contract FROM yz_backend_crm_contract WHERE tenant_id=? AND delete_time IS NULL AND create_time BETWEEN ? AND ? GROUP BY owner_user_id, owner_user_name ORDER BY contract DESC LIMIT 8"
+	_, _ = models.Orm.Raw(rankSQL, tenantID, curStart, curEnd).QueryRows(&rankRows)
+
+	paymentMap := map[string]float64{}
+	var payRows []struct {
+		OwnerUserID string  `orm:"column(owner_user_id)"`
+		Payment     float64 `orm:"column(payment)"`
+	}
+	paySQL := "SELECT owner_user_id, COALESCE(SUM(received_amount),0) AS payment FROM yz_backend_crm_payback WHERE tenant_id=? AND delete_time IS NULL AND create_time BETWEEN ? AND ? GROUP BY owner_user_id"
+	_, _ = models.Orm.Raw(paySQL, tenantID, curStart, curEnd).QueryRows(&payRows)
+	for _, row := range payRows {
+		paymentMap[row.OwnerUserID] = row.Payment
+	}
+
+	rank := make([]map[string]interface{}, 0, len(rankRows))
+	for _, row := range rankRows {
+		name := strings.TrimSpace(row.OwnerUserName)
+		if name == "" {
+			name = "未知"
+		}
+		rank = append(rank, map[string]interface{}{
+			"name":     name,
+			"dept":     "",
+			"contract": crmRound1(row.Contract),
+			"payment":  crmRound1(paymentMap[row.OwnerUserID]),
+		})
+	}
+
+	// 最新回访
+	var visitRows []struct {
+		RelatedName   string     `orm:"column(related_name)"`
+		FollowType    string     `orm:"column(follow_type)"`
+		Content       string     `orm:"column(content)"`
+		OwnerUserName string     `orm:"column(owner_user_name)"`
+		FollowTime    *time.Time `orm:"column(follow_time)"`
+	}
+	visitSQL := "SELECT related_name, follow_type, content, owner_user_name, follow_time FROM yz_backend_crm_follow WHERE tenant_id=? AND delete_time IS NULL AND follow_time IS NOT NULL ORDER BY follow_time DESC LIMIT 6"
+	_, _ = models.Orm.Raw(visitSQL, tenantID).QueryRows(&visitRows)
+	visits := make([]map[string]interface{}, 0, len(visitRows))
+	for _, row := range visitRows {
+		way := strings.TrimSpace(row.FollowType)
+		if way == "" {
+			way = "其他"
+		}
+		user := strings.TrimSpace(row.OwnerUserName)
+		if user == "" {
+			user = "未知"
+		}
+		timeStr := ""
+		if row.FollowTime != nil {
+			timeStr = row.FollowTime.Format("01-02 15:04")
+		}
+		visits = append(visits, map[string]interface{}{
+			"customer": row.RelatedName,
+			"way":      way,
+			"content":  row.Content,
+			"user":     user,
+			"time":     timeStr,
+		})
+	}
+
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"range": r,
+		"stats": stats,
+		"trend": map[string]interface{}{
+			"axis":    axis,
+			"customer": customerSeries,
+			"chance":  chanceSeries,
+		},
+		"funnel": funnel,
+		"amount": map[string]interface{}{
+			"axis":     axis,
+			"contract": contractSeries,
+			"payment":  paymentSeries,
+		},
+		"source": source,
+		"rank":   rank,
+		"visits": visits,
+	})
+}
diff --git a/go/controllers/backend_crm_payback.go b/go/controllers/backend_crm_payback.go
new file mode 100644
index 0000000..c184b70
--- /dev/null
+++ b/go/controllers/backend_crm_payback.go
@@ -0,0 +1,646 @@
+package controllers
+
+import (
+	"encoding/json"
+	"fmt"
+	"io"
+	"strconv"
+	"strings"
+	"time"
+
+	"server/models"
+
+	"github.com/beego/beego/v2/client/orm"
+	beego "github.com/beego/beego/v2/server/web"
+)
+
+// BackendCrmPaybackController CRM 回款管理
+//
+// 回款计划针对于合同创建：
+//   - plan_type 回款周期：1月度/2季度/3年度/4进度/5自定义；
+//   - 月度/季度/年度：明细为「期数 + 支付金额」；
+//   - 进度：明细为「进度名称 + 进度百分比 + 进度金额」；
+//   - 自定义：明细为「名称 + 计划日期 + 金额」；
+//   - 回款进度：按计划明细逐期登记实收金额/日期。
+type BackendCrmPaybackController struct {
+	beego.Controller
+}
+
+// paybackItem 计划明细行（items JSON 元素）。
+type paybackItem struct {
+	Seq            int     `json:"seq"`
+	Name           string  `json:"name"`
+	Percent        float64 `json:"percent"`
+	Amount         float64 `json:"amount"`
+	PlanDate       string  `json:"plan_date"`
+	ReceivedAmount float64 `json:"received_amount"`
+	ReceivedDate   string  `json:"received_date"`
+	ReceiptURL     string  `json:"receipt_url"`  // 流水回执地址（选填）
+	ReceiptName    string  `json:"receipt_name"` // 流水回执文件名（选填）
+	Status         int8    `json:"status"` // 1未回款/2部分回款/3已回款
+}
+
+// paybackPayload 创建 / 更新请求体。
+type paybackPayload struct {
+	ContractID     uint64          `json:"contract_id"`
+	ContractNo     string          `json:"contract_no"`
+	ContractName   string          `json:"contract_name"`
+	CustomerID     uint64          `json:"customer_id"`
+	CustomerName   string          `json:"customer_name"`
+	PlanType       int8            `json:"plan_type"`
+	PayMethod      int8            `json:"pay_method"`
+	RemindDays     int             `json:"remind_days"`
+	OwnerUserID    string          `json:"owner_user_id"`
+	OwnerUserName  string          `json:"owner_user_name"`
+	ContractAmount float64         `json:"contract_amount"`
+	Items          json.RawMessage `json:"items"`
+	Remark         string          `json:"remark"`
+	Status         int8            `json:"status"`
+	ReceiptURL     string          `json:"receipt_url"`  // 流水回执地址（选填）
+	ReceiptName    string          `json:"receipt_name"` // 流水回执文件名（选填）
+}
+
+// paybackResp 列表 / 详情响应：items 解析为 JSON 数组透出。
+type paybackResp struct {
+	models.TenantCrmPayback
+	Items json.RawMessage `json:"items"`
+}
+
+// paybackProgress 回款进度行（跨计划摊平的计划明细）。
+type paybackProgress struct {
+	PaybackID      uint64  `json:"payback_id"`
+	ContractID     *uint64 `json:"contract_id"`
+	ContractNo     string  `json:"contract_no"`
+	ContractName   string  `json:"contract_name"`
+	CustomerName   string  `json:"customer_name"`
+	OwnerUserName  string  `json:"owner_user_name"`
+	PlanType       int8    `json:"plan_type"`
+	PayMethod      int8    `json:"pay_method"`
+	Seq            int     `json:"seq"`
+	Name           string  `json:"name"`
+	Percent        float64 `json:"percent"`
+	Amount         float64 `json:"amount"`
+	PlanDate       string  `json:"plan_date"`
+	ReceivedAmount float64 `json:"received_amount"`
+	ReceivedDate   string  `json:"received_date"`
+	Status         int8    `json:"status"`
+}
+
+// List GET /backend/crm/payback/list
+func (c *BackendCrmPaybackController) List() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	page, _ := c.GetInt("page", 1)
+	pageSize, _ := c.GetInt("pageSize", 20)
+	if page < 1 {
+		page = 1
+	}
+	if pageSize < 1 || pageSize > 100 {
+		pageSize = 20
+	}
+	keyword := strings.TrimSpace(c.GetString("keyword"))
+	planType := strings.TrimSpace(c.GetString("plan_type"))
+	payMethod := strings.TrimSpace(c.GetString("pay_method"))
+	status := strings.TrimSpace(c.GetString("status"))
+	contractID := strings.TrimSpace(c.GetString("contract_id"))
+
+	tenantID := pipelineTenantID(claims)
+	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+	if keyword != "" {
+		cond = cond.AndCond(orm.NewCondition().
+			Or("contract_name__contains", keyword).
+			Or("contract_no__contains", keyword).
+			Or("customer_name__contains", keyword).
+			Or("owner_user_name__contains", keyword))
+	}
+	if planType != "" {
+		cond = cond.And("plan_type", planType)
+	}
+	if payMethod != "" {
+		cond = cond.And("pay_method", payMethod)
+	}
+	if status != "" {
+		cond = cond.And("status", status)
+	}
+	if contractID != "" {
+		if cid, err := strconv.ParseUint(contractID, 10, 64); err == nil && cid > 0 {
+			cond = cond.And("contract_id", cid)
+		}
+	}
+	qs := models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond)
+
+	total, _ := qs.Count()
+	var list []models.TenantCrmPayback
+	if total > 0 {
+		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+	}
+	items := make([]paybackResp, 0, len(list))
+	for i := range list {
+		items = append(items, buildPaybackResp(&list[i]))
+	}
+
+	// 汇总（当前筛选条件下全部计划的计划总额 / 已回款 / 待回款），用于列表页统计卡片
+	var all []models.TenantCrmPayback
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond).All(&all)
+	var summaryTotal, summaryReceived float64
+	for i := range all {
+		summaryTotal = round2(summaryTotal + all[i].TotalAmount)
+		summaryReceived = round2(summaryReceived + all[i].ReceivedAmount)
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list": items, "total": total, "page": page, "pageSize": pageSize,
+		"summary": map[string]interface{}{
+			"total_amount":    summaryTotal,
+			"received_amount": summaryReceived,
+			"pending_amount":  round2(summaryTotal - summaryReceived),
+		},
+	})
+}
+
+// Detail GET /backend/crm/payback/:id
+func (c *BackendCrmPaybackController) Detail() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
+	if id == 0 {
+		pipelineErr(&c.Controller, 400, 400, "无效的ID")
+		return
+	}
+	var row models.TenantCrmPayback
+	if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
+		return
+	}
+	pipelineOk(&c.Controller, buildPaybackResp(&row))
+}
+
+// Create POST /backend/crm/payback
+func (c *BackendCrmPaybackController) Create() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	var p paybackPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if p.ContractID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "请先选择关联合同")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+
+	itemsJSON, totalAmount, err := normalizePaybackItems(p.Items)
+	if err != nil {
+		pipelineErr(&c.Controller, 400, 400, "计划明细格式错误")
+		return
+	}
+	if totalAmount <= 0 {
+		pipelineErr(&c.Controller, 400, 400, "计划回款总额不能为 0")
+		return
+	}
+
+	now := time.Now()
+	row := models.TenantCrmPayback{
+		TenantID:       tenantID,
+		ContractNo:     strings.TrimSpace(p.ContractNo),
+		ContractName:   strings.TrimSpace(p.ContractName),
+		CustomerName:   strings.TrimSpace(p.CustomerName),
+		PlanType:       pickInt8(p.PlanType, 1, 5),
+		PayMethod:      pickInt8(p.PayMethod, 1, 7),
+		RemindDays:     p.RemindDays,
+		OwnerUserID:    firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
+		OwnerUserName:  firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
+		ContractAmount: round2(p.ContractAmount),
+		TotalAmount:    totalAmount,
+		Status:         pickInt8(p.Status, 1, 2),
+		Items:          itemsJSON,
+		Remark:         p.Remark,
+		ReceiptURL:     strings.TrimSpace(p.ReceiptURL),
+		ReceiptName:    strings.TrimSpace(p.ReceiptName),
+		CreateUserID:   pipelineUID(claims),
+		CreateTime:     now,
+		UpdateTime:     now,
+	}
+	c.fillFromContract(tenantID, p.ContractID, &row)
+	applyPaybackReceived(&row)
+
+	if _, err := models.Orm.Insert(&row); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, 4, row.ID, "create", "创建回款计划："+row.ContractName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
+}
+
+// Update PUT /backend/crm/payback/:id
+func (c *BackendCrmPaybackController) Update() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
+	if id == 0 {
+		pipelineErr(&c.Controller, 400, 400, "无效的ID")
+		return
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	var p paybackPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var row models.TenantCrmPayback
+	if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
+		return
+	}
+
+	if p.ContractID > 0 {
+		row.ContractID = &p.ContractID
+		row.ContractNo = strings.TrimSpace(p.ContractNo)
+		row.ContractName = strings.TrimSpace(p.ContractName)
+		row.CustomerName = strings.TrimSpace(p.CustomerName)
+		c.fillFromContract(tenantID, p.ContractID, &row)
+	}
+	if p.PlanType != 0 {
+		row.PlanType = pickInt8(p.PlanType, 1, 5)
+	}
+	if p.PayMethod != 0 {
+		row.PayMethod = pickInt8(p.PayMethod, 1, 7)
+	}
+	row.RemindDays = p.RemindDays
+	if strings.TrimSpace(p.OwnerUserID) != "" {
+		row.OwnerUserID = strings.TrimSpace(p.OwnerUserID)
+	}
+	if strings.TrimSpace(p.OwnerUserName) != "" {
+		row.OwnerUserName = strings.TrimSpace(p.OwnerUserName)
+	}
+	if p.ContractAmount > 0 {
+		row.ContractAmount = round2(p.ContractAmount)
+	}
+	row.Remark = p.Remark
+	row.ReceiptURL = strings.TrimSpace(p.ReceiptURL)
+	row.ReceiptName = strings.TrimSpace(p.ReceiptName)
+	if p.Status != 0 {
+		row.Status = pickInt8(p.Status, 1, 2)
+	}
+	if p.Items != nil {
+		itemsJSON, _, err := normalizePaybackItems(p.Items)
+		if err != nil {
+			pipelineErr(&c.Controller, 400, 400, "计划明细格式错误")
+			return
+		}
+		row.Items = itemsJSON
+	}
+	applyPaybackReceived(&row)
+	row.UpdateTime = time.Now()
+
+	if _, err := models.Orm.Update(&row); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, 4, row.ID, "update", "更新回款计划："+row.ContractName, claims)
+	pipelineOk(&c.Controller, map[string]interface{}{"id": row.ID})
+}
+
+// Delete DELETE /backend/crm/payback/:id
+func (c *BackendCrmPaybackController) Delete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
+	if id == 0 {
+		pipelineErr(&c.Controller, 400, 400, "无效的ID")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var row models.TenantCrmPayback
+	if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
+		return
+	}
+	if !canDeleteCrmRecord(claims, row.CreateUserID) {
+		pipelineErr(&c.Controller, 403, 403, "只有创建人、租户管理员或平台管理员可以删除该回款计划")
+		return
+	}
+	now := time.Now()
+	_, err = models.Orm.QueryTable(new(models.TenantCrmPayback)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Update(map[string]interface{}{"delete_time": now, "update_time": now})
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "删除失败: "+err.Error())
+		return
+	}
+	pipelineOk(&c.Controller, nil)
+}
+
+// ProgressList GET /backend/crm/payback/progress/list
+// 回款进度：把全部回款计划的分期明细摊平返回，并汇总计划总额 / 已回款总额。
+func (c *BackendCrmPaybackController) ProgressList() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	keyword := strings.TrimSpace(c.GetString("keyword"))
+	status := strings.TrimSpace(c.GetString("status"))
+	contractID := strings.TrimSpace(c.GetString("contract_id"))
+
+	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+	if keyword != "" {
+		cond = cond.AndCond(orm.NewCondition().
+			Or("contract_name__contains", keyword).
+			Or("customer_name__contains", keyword).
+			Or("owner_user_name__contains", keyword))
+	}
+	if contractID != "" {
+		if cid, err := strconv.ParseUint(contractID, 10, 64); err == nil && cid > 0 {
+			cond = cond.And("contract_id", cid)
+		}
+	}
+	var list []models.TenantCrmPayback
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmPayback)).SetCond(cond).OrderBy("-id").All(&list)
+
+	rows := make([]paybackProgress, 0)
+	var totalPlanned, totalReceived float64
+	for i := range list {
+		p := list[i]
+		for _, it := range parsePaybackItems(p.Items) {
+			st := it.Status
+			if st == 0 {
+				st = itemStatus(it.ReceivedAmount, it.Amount)
+			}
+			if status != "" && fmt.Sprintf("%d", st) != status {
+				continue
+			}
+			totalPlanned = round2(totalPlanned + it.Amount)
+			totalReceived = round2(totalReceived + it.ReceivedAmount)
+			rows = append(rows, paybackProgress{
+				PaybackID:      p.ID,
+				ContractID:     p.ContractID,
+				ContractNo:     p.ContractNo,
+				ContractName:   p.ContractName,
+				CustomerName:   p.CustomerName,
+				OwnerUserName:  p.OwnerUserName,
+				PlanType:       p.PlanType,
+				PayMethod:      p.PayMethod,
+				Seq:            it.Seq,
+				Name:           it.Name,
+				Percent:        it.Percent,
+				Amount:         it.Amount,
+				PlanDate:       it.PlanDate,
+				ReceivedAmount: it.ReceivedAmount,
+				ReceivedDate:   it.ReceivedDate,
+				Status:         st,
+			})
+		}
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list": rows, "total": len(rows),
+		"total_planned": totalPlanned, "total_received": totalReceived,
+	})
+}
+
+// Receive POST /backend/crm/payback/:id/receive
+// 回款进度登记：按明细序号写入实收金额 / 回款日期，并重算计划汇总。
+func (c *BackendCrmPaybackController) Receive() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
+	if id == 0 {
+		pipelineErr(&c.Controller, 400, 400, "无效的ID")
+		return
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	var p struct {
+		Seq            int     `json:"seq"`
+		ReceivedAmount float64 `json:"received_amount"`
+		ReceivedDate   string  `json:"received_date"`
+		ReceiptURL     string  `json:"receipt_url"`  // 流水回执地址（选填）
+		ReceiptName    string  `json:"receipt_name"` // 流水回执文件名（选填）
+	}
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var row models.TenantCrmPayback
+	if err := models.Orm.QueryTable(new(models.TenantCrmPayback)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "回款计划未找到")
+		return
+	}
+	items := parsePaybackItems(row.Items)
+	matched := false
+	for i := range items {
+		if items[i].Seq != p.Seq {
+			continue
+		}
+		items[i].ReceivedAmount = round2(p.ReceivedAmount)
+		items[i].ReceivedDate = strings.TrimSpace(p.ReceivedDate)
+		items[i].ReceiptURL = strings.TrimSpace(p.ReceiptURL)
+		items[i].ReceiptName = strings.TrimSpace(p.ReceiptName)
+		items[i].Status = itemStatus(items[i].ReceivedAmount, items[i].Amount)
+		matched = true
+		break
+	}
+	if !matched {
+		pipelineErr(&c.Controller, 404, 404, "计划明细不存在")
+		return
+	}
+	out, err := json.Marshal(items)
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "保存失败")
+		return
+	}
+	row.Items = string(out)
+	applyPaybackReceived(&row)
+	row.UpdateTime = time.Now()
+	if _, err := models.Orm.Update(&row); err != nil {
+		pipelineErr(&c.Controller, 500, 500, "保存失败: "+err.Error())
+		return
+	}
+	crmWriteLog(tenantID, 4, row.ID, "receive", fmt.Sprintf("回款登记：%s 第 %d 期 %s 元", row.ContractName, p.Seq, formatAmount(p.ReceivedAmount)), claims)
+	pipelineOk(&c.Controller, buildPaybackResp(&row))
+}
+
+// ========================== 内部辅助 ==========================
+
+// buildPaybackResp 组装响应：items 透传 JSON 数组。
+func buildPaybackResp(row *models.TenantCrmPayback) paybackResp {
+	items := json.RawMessage("[]")
+	if strings.TrimSpace(row.Items) != "" {
+		items = json.RawMessage(row.Items)
+	}
+	return paybackResp{TenantCrmPayback: *row, Items: items}
+}
+
+// parsePaybackItems 解析明细 JSON（容错：空 / 非法时返回空数组）。
+func parsePaybackItems(raw string) []paybackItem {
+	items := make([]paybackItem, 0)
+	if strings.TrimSpace(raw) == "" {
+		return items
+	}
+	_ = json.Unmarshal([]byte(raw), &items)
+	return items
+}
+
+// normalizePaybackItems 校验并规范化明细 JSON：补齐序号、金额取两位小数，返回紧凑 JSON 与计划总额。
+func normalizePaybackItems(raw json.RawMessage) (string, float64, error) {
+	if len(raw) == 0 || strings.TrimSpace(string(raw)) == "" || strings.TrimSpace(string(raw)) == "null" {
+		return "[]", 0, nil
+	}
+	var arr []map[string]interface{}
+	if err := json.Unmarshal(raw, &arr); err != nil {
+		return "", 0, err
+	}
+	items := make([]paybackItem, 0, len(arr))
+	var total float64
+	for i, m := range arr {
+		it := paybackItem{
+			Seq:            i + 1,
+			Name:           strings.TrimSpace(strVal(m["name"])),
+			Percent:        round2(toFloat64(m["percent"])),
+			Amount:         round2(toFloat64(m["amount"])),
+			PlanDate:       strings.TrimSpace(strVal(m["plan_date"])),
+			ReceivedAmount: round2(toFloat64(m["received_amount"])),
+			ReceivedDate:   strings.TrimSpace(strVal(m["received_date"])),
+		}
+		if v, ok := m["receipt_url"]; ok && v != nil {
+			it.ReceiptURL = strings.TrimSpace(fmt.Sprintf("%v", v))
+		}
+		if v, ok := m["receipt_name"]; ok && v != nil {
+			it.ReceiptName = strings.TrimSpace(fmt.Sprintf("%v", v))
+		}
+		if v, ok := m["seq"]; ok {
+			if s := int(toFloat64(v)); s > 0 {
+				it.Seq = s
+			}
+		}
+		it.Status = itemStatus(it.ReceivedAmount, it.Amount)
+		total = round2(total + it.Amount)
+		items = append(items, it)
+	}
+	out, err := json.Marshal(items)
+	if err != nil {
+		return "", 0, err
+	}
+	return string(out), total, nil
+}
+
+// itemStatus 由实收金额推导明细状态：0/空=未回款 1、部分回款 2、已回款 3。
+func itemStatus(received, amount float64) int8 {
+	if amount > 0 && received >= amount {
+		return 3
+	}
+	if received > 0 {
+		return 2
+	}
+	return 1
+}
+
+// strVal 安全取字符串：nil / 非字符串时返回空串，避免写出 "<nil>"。
+func strVal(v interface{}) string {
+	if v == nil {
+		return ""
+	}
+	if s, ok := v.(string); ok {
+		return s
+	}
+	return fmt.Sprintf("%v", v)
+}
+
+// applyPaybackReceived 按明细重算计划总额、已回款金额与状态。
+func applyPaybackReceived(row *models.TenantCrmPayback) {
+	items := parsePaybackItems(row.Items)
+	var total, received float64
+	allDone := len(items) > 0
+	for i := range items {
+		if items[i].Status == 0 {
+			items[i].Status = itemStatus(items[i].ReceivedAmount, items[i].Amount)
+		}
+		if items[i].Status != 3 {
+			allDone = false
+		}
+		total = round2(total + items[i].Amount)
+		received = round2(received + items[i].ReceivedAmount)
+	}
+	row.TotalAmount = total
+	row.ReceivedAmount = received
+	if out, err := json.Marshal(items); err == nil {
+		row.Items = string(out)
+	}
+	// 状态：1进行中 / 2已完成（全部明细回款完成）
+	if allDone {
+		row.Status = 2
+	} else if row.Status == 0 {
+		row.Status = 1
+	}
+}
+
+// fillFromContract 由关联合同补齐合同编号 / 名称 / 客户 / 合同金额（仅在字段为空时填充）。
+func (c *BackendCrmPaybackController) fillFromContract(tenantID string, contractID uint64, row *models.TenantCrmPayback) {
+	if contractID == 0 {
+		return
+	}
+	var ct models.TenantCrmContract
+	if err := models.Orm.QueryTable(new(models.TenantCrmContract)).
+		Filter("id", contractID).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&ct); err != nil {
+		return
+	}
+	row.ContractID = &ct.ID
+	if row.ContractNo == "" {
+		row.ContractNo = ct.ContractNo
+	}
+	if row.ContractName == "" {
+		row.ContractName = ct.ContractName
+	}
+	if row.ContractAmount <= 0 {
+		row.ContractAmount = ct.TotalAmount
+	}
+	if row.CustomerName == "" {
+		var parties []map[string]interface{}
+		_ = json.Unmarshal([]byte(ct.Parties), &parties)
+		for _, party := range parties {
+			if fmt.Sprintf("%v", party["ref_type"]) != "1" {
+				continue
+			}
+			row.CustomerName = strings.TrimSpace(strVal(party["ref_name"]))
+			if cid := uint64(toFloat64(party["ref_id"])); cid > 0 {
+				row.CustomerID = &cid
+			}
+			break
+		}
+	}
+}
+
+// formatAmount 金额文案（用于操作日志）。
+func formatAmount(n float64) string {
+	return strconv.FormatFloat(round2(n), 'f', 2, 64)
+}
diff --git a/go/controllers/backend_crm_product.go b/go/controllers/backend_crm_product.go
index a51807d..7458af2 100644
--- a/go/controllers/backend_crm_product.go
+++ b/go/controllers/backend_crm_product.go
@@ -20,16 +20,19 @@ type BackendCrmProductController struct {
 }
 
 type crmProductPayload struct {
-	ProductNo   string  `json:"product_no"`
-	ProductName string  `json:"product_name"`
-	Category    string  `json:"category"`
-	Unit        string  `json:"unit"`
-	Spec        string  `json:"spec"`
-	Price       float64 `json:"price"`
-	CostPrice   float64 `json:"cost_price"`
-	TaxRate     float64 `json:"tax_rate"`
-	Status      int8    `json:"status"`
-	Remark      string  `json:"remark"`
+	ProductNo    string          `json:"product_no"`
+	ProductName  string          `json:"product_name"`
+	Category     string          `json:"category"`
+	Unit         string          `json:"unit"`
+	Spec         string          `json:"spec"`
+	Price        float64         `json:"price"`
+	CostPrice    float64         `json:"cost_price"`
+	TaxRate      float64         `json:"tax_rate"`
+	LineType     string          `json:"line_type"`
+	DevUnitPrice float64         `json:"dev_unit_price"`
+	DevTree      json.RawMessage `json:"dev_tree"`
+	Status       int8            `json:"status"`
+	Remark       string          `json:"remark"`
 }
 
 // crmProductItem 项目产品清单中的单行（也用于项目生成时写入产品管理）。
@@ -139,6 +142,10 @@ func (c *BackendCrmProductController) Create() {
 	if status != 0 && status != 1 {
 		status = 1
 	}
+	lineType := strings.TrimSpace(p.LineType)
+	if lineType != "dev" {
+		lineType = "product"
+	}
 	now := time.Now()
 	row := models.TenantCrmProduct{
 		TenantID:     pipelineTenantID(claims),
@@ -150,6 +157,9 @@ func (c *BackendCrmProductController) Create() {
 		Price:        p.Price,
 		CostPrice:    p.CostPrice,
 		TaxRate:      p.TaxRate,
+		LineType:     lineType,
+		DevUnitPrice: p.DevUnitPrice,
+		DevTree:      string(p.DevTree),
 		Status:       status,
 		Remark:       p.Remark,
 		CreateUserID: pipelineUID(claims),
@@ -198,21 +208,28 @@ func (c *BackendCrmProductController) Update() {
 	if status != 0 && status != 1 {
 		status = row.Status
 	}
+	lineType := strings.TrimSpace(p.LineType)
+	if lineType != "dev" {
+		lineType = "product"
+	}
 	now := time.Now()
 	_, err = models.Orm.QueryTable(new(models.TenantCrmProduct)).
 		Filter("id", id).Filter("tenant_id", tenantID).
 		Update(orm.Params{
-			"product_no":   strings.TrimSpace(p.ProductNo),
-			"product_name": strings.TrimSpace(p.ProductName),
-			"category":     strings.TrimSpace(p.Category),
-			"unit":         strings.TrimSpace(p.Unit),
-			"spec":         strings.TrimSpace(p.Spec),
-			"price":        p.Price,
-			"cost_price":   p.CostPrice,
-			"tax_rate":     p.TaxRate,
-			"status":       status,
-			"remark":       p.Remark,
-			"update_time":  now,
+			"product_no":    strings.TrimSpace(p.ProductNo),
+			"product_name":  strings.TrimSpace(p.ProductName),
+			"category":      strings.TrimSpace(p.Category),
+			"unit":          strings.TrimSpace(p.Unit),
+			"spec":          strings.TrimSpace(p.Spec),
+			"price":         p.Price,
+			"cost_price":    p.CostPrice,
+			"tax_rate":      p.TaxRate,
+			"line_type":     lineType,
+			"dev_unit_price": p.DevUnitPrice,
+			"dev_tree":      p.DevTree,
+			"status":        status,
+			"remark":        p.Remark,
+			"update_time":   now,
 		})
 	if err != nil {
 		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
@@ -371,6 +388,10 @@ func SyncContractProducts(tenantID, uid string, raw json.RawMessage) (json.RawMe
 	}
 	now := time.Now()
 	for _, it := range items {
+		// 软件开发行（line_type=dev）不走产品管理建档，仅保留模块树
+		if fmt.Sprintf("%v", it["line_type"]) == "dev" {
+			continue
+		}
 		name := strings.TrimSpace(fmt.Sprintf("%v", it["name"]))
 		if name == "" {
 			continue
diff --git a/go/controllers/backend_crm_support.go b/go/controllers/backend_crm_support.go
index d6d4c46..897c3bf 100644
--- a/go/controllers/backend_crm_support.go
+++ b/go/controllers/backend_crm_support.go
@@ -287,9 +287,20 @@ func (c *BackendCrmAttachController) List() {
 	includeSource := strings.TrimSpace(c.GetString("include_source")) == "1"
 	tenantID := pipelineTenantID(claims)
 
+	page, _ := strconv.Atoi(c.GetString("page"))
+	pageSize, _ := strconv.Atoi(c.GetString("pageSize"))
+	if page < 1 {
+		page = 1
+	}
+	if pageSize < 1 {
+		pageSize = 20
+	}
+	offset := (page - 1) * pageSize
+
 	var list []models.TenantCrmAttach
+	total := 0
 	if includeSource && relatedType != "" && relatedID != "" && relatedID != "0" {
-		// 链路模式：线索 → 商机 → 项目 累积
+		// 链路模式：线索 → 商机 → 项目 累积（跨表汇总后内存分页）
 		rid, _ := strconv.ParseUint(relatedID, 10, 64)
 		rt, _ := strconv.Atoi(relatedType)
 		for _, r := range relatedChain(tenantID, int8(rt), rid) {
@@ -303,6 +314,16 @@ func (c *BackendCrmAttachController) List() {
 			list = append(list, rows...)
 		}
 		sort.Slice(list, func(i, j int) bool { return list[i].ID > list[j].ID })
+		total = len(list)
+		start := offset
+		if start > total {
+			start = total
+		}
+		end := start + pageSize
+		if end > total {
+			end = total
+		}
+		list = list[start:end]
 	} else {
 		cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
 		if relatedType != "" {
@@ -311,9 +332,18 @@ func (c *BackendCrmAttachController) List() {
 		if relatedID != "" {
 			cond = cond.And("related_id", relatedID)
 		}
-		_, _ = models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(cond).OrderBy("-id").All(&list)
+		qs := models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(cond)
+		if cnt, err := qs.Count(); err == nil {
+			total = int(cnt)
+		}
+		_, _ = qs.OrderBy("-id").Limit(pageSize, offset).All(&list)
 	}
-	pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list":     list,
+		"total":    total,
+		"page":     page,
+		"pageSize": pageSize,
+	})
 }
 
 // Add POST /backend/crm/attach/add
diff --git a/go/docs/sql/add_storage_config_table.sql b/go/docs/sql/add_storage_config_table.sql
deleted file mode 100644
index 388ab82..0000000
--- a/go/docs/sql/add_storage_config_table.sql
+++ /dev/null
@@ -1,18 +0,0 @@
--- 创建存储配置表
-CREATE TABLE IF NOT EXISTS `yz_system_storage_config` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `storage_type` varchar(20) NOT NULL DEFAULT 'local' COMMENT '存储类型: local-本地存储, qiniu-七牛云',
-  `qiniu_access_key` varchar(255) DEFAULT NULL COMMENT '七牛云AccessKey',
-  `qiniu_secret_key` varchar(255) DEFAULT NULL COMMENT '七牛云SecretKey',
-  `qiniu_bucket` varchar(128) DEFAULT NULL COMMENT '七牛云Bucket名称',
-  `qiniu_domain` varchar(255) DEFAULT NULL COMMENT '七牛云CDN域名',
-  `qiniu_region` varchar(50) DEFAULT NULL COMMENT '七牛云存储区域',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  PRIMARY KEY (`id`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='系统存储配置表';
-
--- 插入默认配置（本地存储）
-INSERT INTO `yz_system_storage_config` (`storage_type`, `create_time`) 
-VALUES ('local', NOW())
-ON DUPLICATE KEY UPDATE `storage_type` = 'local';
diff --git a/go/docs/sql/alter_backend_ai_chat_message_images.sql b/go/docs/sql/alter_backend_ai_chat_message_images.sql
deleted file mode 100644
index fe9121c..0000000
--- a/go/docs/sql/alter_backend_ai_chat_message_images.sql
+++ /dev/null
@@ -1,3 +0,0 @@
--- 为 AI 聊天消息表增加图片字段（用户上传的图片，base64 dataURL 的 JSON 数组）
-ALTER TABLE `yz_backend_ai_chat_message`
-  ADD COLUMN `images` TEXT NULL COMMENT '用户上传的图片（base64 dataURL 的 JSON 数组）';
diff --git a/go/docs/sql/alter_backend_ai_chat_message_stats.sql b/go/docs/sql/alter_backend_ai_chat_message_stats.sql
deleted file mode 100644
index 5e7d87d..0000000
--- a/go/docs/sql/alter_backend_ai_chat_message_stats.sql
+++ /dev/null
@@ -1,6 +0,0 @@
--- 为 AI 聊天消息表增加 token 用量与响应耗时字段
--- 用途：在对话界面展示每条助手回复的响应时间与消耗的 tokens
-ALTER TABLE yz_backend_ai_chat_message
-  ADD COLUMN tokens INT NOT NULL DEFAULT 0 COMMENT '本次响应消耗的 token 总数',
-  ADD COLUMN duration_ms INT NOT NULL DEFAULT 0 COMMENT 'AI 响应耗时（毫秒）',
-  ADD COLUMN model VARCHAR(64) NOT NULL DEFAULT '' COMMENT '生成该消息使用的模型';
diff --git a/go/docs/sql/alter_backend_crm_overdue.sql b/go/docs/sql/alter_backend_crm_overdue.sql
new file mode 100644
index 0000000..edf4d20
--- /dev/null
+++ b/go/docs/sql/alter_backend_crm_overdue.sql
@@ -0,0 +1,63 @@
+-- =============================================================
+-- CRM 逾期（overdue）判定与索引
+-- 说明：
+--   逾期以「当前日期」实时判定，无需新增存储字段。
+--   前端在列表/详情中展示「逾期 N 天」标签，规则如下：
+--     - 项目  : 结束日期(end_date) < 今天 且 状态 != 已完成(3)
+--     - 合同  : 到期日期(expire_date) < 今天 且 状态 != 已完成(2) / 已作废(3)
+--     - 回款明细: 计划回款日期(plan_date) < 今天 且 明细状态 != 已回款(3)
+--   本脚本仅补充判定所需的日期索引，并给出等价 SQL 供统计/定时任务使用。
+-- =============================================================
+
+-- 1) 项目：结束日期索引（逾期判定 + 按结束日期排序）
+ALTER TABLE `yz_backend_crm_project`
+  ADD INDEX `idx_end_date` (`end_date`);
+
+-- 2) 合同：到期日期索引（逾期判定 + 按到期日期排序）
+ALTER TABLE `yz_backend_crm_contract`
+  ADD INDEX `idx_expire_date` (`expire_date`);
+
+-- 3) 回款明细逾期：plan_date 内嵌于 items(JSON)，无法建单列索引。
+--    如需按「逾期回款明细」做服务端统计，建议将回款明细拆为独立子表
+--    （如 yz_backend_crm_payback_item，含 plan_date DATE 列），再建索引。
+--    当前版本逾期在应用层（前端/接口）实时计算，items 已含 plan_date。
+
+-- =============================================================
+-- 等价查询（统计「逾期」记录，供运营/定时任务参考）
+-- 注意：DATE(end_date) < CURDATE() 表示「结束日期在今天之前」。
+-- =============================================================
+
+-- 逾期项目（结束日期已过且未完成）
+SELECT id, project_name, end_date, status
+FROM `yz_backend_crm_project`
+WHERE `delete_time` IS NULL
+  AND `end_date` IS NOT NULL
+  AND DATE(`end_date`) < CURDATE()
+  AND `status` <> 3;   -- 3=已完成
+
+-- 逾期合同（到期日期已过且非已完成/已作废）
+SELECT id, contract_name, expire_date, status
+FROM `yz_backend_crm_contract`
+WHERE `delete_time` IS NULL
+  AND `expire_date` IS NOT NULL
+  AND DATE(`expire_date`) < CURDATE()
+  AND `status` NOT IN (2, 3);  -- 2=已完成, 3=已作废
+
+-- 逾期回款明细（MySQL 5.7+ 可用 JSON 函数；低版本建议在应用层计算）
+-- 列出「存在任一逾期明细」的回款计划
+SELECT p.id, p.contract_name,
+       j.seq, j.name, j.plan_date, j.status
+FROM `yz_backend_crm_payback` p,
+     JSON_TABLE(
+       p.items,
+       '$[*]' COLUMNS (
+         seq        INT          PATH '$.seq',
+         name       VARCHAR(100) PATH '$.name',
+         plan_date  DATE         PATH '$.plan_date',
+         status     INT          PATH '$.status'
+       )
+     ) j
+WHERE p.`delete_time` IS NULL
+  AND j.plan_date IS NOT NULL
+  AND DATE(j.plan_date) < CURDATE()
+  AND j.status <> 3;   -- 3=已回款
diff --git a/go/docs/sql/alter_backend_crm_payback_plan_date.sql b/go/docs/sql/alter_backend_crm_payback_plan_date.sql
new file mode 100644
index 0000000..a231c86
--- /dev/null
+++ b/go/docs/sql/alter_backend_crm_payback_plan_date.sql
@@ -0,0 +1,42 @@
+-- =============================================================
+-- 回款计划表（yz_backend_crm_payback）建表 / 核对脚本
+-- =============================================================
+-- 说明：
+--   1. 计划明细 items 以 JSON 文本存储，plan_date（计划回款日期）已内置于
+--      各类 plan_type 的明细结构中，无需新增独立列，故无 ALTER TABLE 语句。
+--   2. 各 plan_type 的 items 明细结构：
+--        月度/季度/年度：{"seq":int,"name":"第1期","amount":0,"plan_date":"2026-10-01"}
+--        进度：          {"seq":int,"name":"预付款","percent":30,"amount":0,"plan_date":"2026-10-01"}
+--        自定义：        {"seq":int,"name":"首付款","plan_date":"2026-10-01","amount":0}
+--      每行另含 received_amount / received_date / status（回款进度登记用）。
+--   3. 执行下方建表脚本可创建或核对表结构（幂等，已存在则跳过）。
+-- =============================================================
+
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_payback` (
+  `id`              BIGINT UNSIGNED NOT NULL AUTO_INCREMENT,
+  `tenant_id`       VARCHAR(64)     NOT NULL DEFAULT '',
+  `contract_id`     BIGINT UNSIGNED NULL,
+  `contract_no`     VARCHAR(50)     NOT NULL DEFAULT '',
+  `contract_name`   VARCHAR(100)    NOT NULL DEFAULT '',
+  `customer_id`     BIGINT UNSIGNED NULL,
+  `customer_name`   VARCHAR(128)    NOT NULL DEFAULT '',
+  `plan_type`       TINYINT         NOT NULL DEFAULT 1 COMMENT '1月度/2季度/3年度/4进度/5自定义',
+  `pay_method`      TINYINT         NOT NULL DEFAULT 1 COMMENT '1对公/2网银/3现金/4支票/5支付宝/6微信/7其他',
+  `remind_days`     INT             NOT NULL DEFAULT 0 COMMENT '提前几天提醒',
+  `owner_user_id`   VARCHAR(64)     NOT NULL DEFAULT '',
+  `owner_user_name` VARCHAR(128)    NOT NULL DEFAULT '',
+  `contract_amount` DECIMAL(14,2)   NOT NULL DEFAULT 0 COMMENT '合同总金额',
+  `total_amount`    DECIMAL(14,2)   NOT NULL DEFAULT 0 COMMENT '计划回款总额',
+  `received_amount` DECIMAL(14,2)   NOT NULL DEFAULT 0 COMMENT '已回款金额',
+  `status`          TINYINT         NOT NULL DEFAULT 1 COMMENT '1进行中/2已完成',
+  `items`           TEXT            NULL COMMENT '计划明细 JSON 数组（含 plan_date 计划回款日期）',
+  `remark`          TEXT            NULL,
+  `create_user_id`  VARCHAR(64)     NOT NULL DEFAULT '',
+  `create_time`     DATETIME        NOT NULL,
+  `update_time`     DATETIME        NOT NULL,
+  `delete_time`     DATETIME        NULL,
+  PRIMARY KEY (`id`),
+  KEY `idx_yz_backend_crm_payback_tenant` (`tenant_id`),
+  KEY `idx_yz_backend_crm_payback_contract` (`contract_id`),
+  KEY `idx_yz_backend_crm_payback_delete` (`delete_time`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='回款计划表';
diff --git a/go/docs/sql/alter_backend_crm_payback_receipt.sql b/go/docs/sql/alter_backend_crm_payback_receipt.sql
new file mode 100644
index 0000000..2fe3354
--- /dev/null
+++ b/go/docs/sql/alter_backend_crm_payback_receipt.sql
@@ -0,0 +1,12 @@
+-- =============================================================
+-- CRM 回款计划：流水回执（receipt）字段
+-- 说明：
+--   回款登记支持上传「流水回执」（银行流水 / 转账凭证等），非必填。
+--   新增两列用于保存回执文件地址与文件名，随回款计划主表一并存取。
+--   文件本身经 /backend/uploadfile 上传到文件存储，此处仅存其可访问地址。
+-- =============================================================
+
+-- 回款计划表：流水回执地址 + 文件名（均允许为空）
+ALTER TABLE `yz_backend_crm_payback`
+  ADD COLUMN `receipt_url`  VARCHAR(512) NULL COMMENT '流水回执文件地址（选填）' AFTER `remark`,
+  ADD COLUMN `receipt_name` VARCHAR(255) NULL COMMENT '流水回执文件名（选填）' AFTER `receipt_url`;
diff --git a/go/docs/sql/alter_backend_crm_project_products_column.sql b/go/docs/sql/alter_backend_crm_project_products_column.sql
deleted file mode 100644
index 3eb1b53..0000000
--- a/go/docs/sql/alter_backend_crm_project_products_column.sql
+++ /dev/null
@@ -1,15 +0,0 @@
--- 项目表新增「产品清单」字段：yz_backend_crm_project.products
--- 手动执行；可重复执行（列已存在时自动跳过，不再报 1060）。
--- 该字段用于保存项目生成产品时写入产品管理的产品清单JSON。
-SET @dbname = DATABASE();
-SET @tablename = 'yz_backend_crm_project';
-SET @columnname = 'products';
-SET @preparedStatement = (SELECT IF(
-  (SELECT COUNT(*) FROM INFORMATION_SCHEMA.COLUMNS
-     WHERE TABLE_SCHEMA = @dbname AND TABLE_NAME = @tablename AND COLUMN_NAME = @columnname) > 0,
-  'SELECT 1',
-  'ALTER TABLE yz_backend_crm_project ADD COLUMN products text COMMENT ''项目产品清单JSON（写入产品管理时使用）'''
-));
-PREPARE alterIfNotExists FROM @preparedStatement;
-EXECUTE alterIfNotExists;
-DEALLOCATE PREPARE alterIfNotExists;
diff --git a/go/docs/sql/alter_system_files_storage_columns.sql b/go/docs/sql/alter_system_files_storage_columns.sql
deleted file mode 100644
index ba783a2..0000000
--- a/go/docs/sql/alter_system_files_storage_columns.sql
+++ /dev/null
@@ -1,93 +0,0 @@
--- 文件存储分层改造：yz_system_files 新增归属与存储字段
--- 对应计划文档：go/docs/文件存储分层改造计划.md  S1
---
--- 幂等脚本：用存储过程逐项判断，已存在的列/索引自动跳过，可反复执行，不会报
---           1060 Duplicate column / 1061 Duplicate key。
---
--- 背景：md5 在部分历史库中是 TEXT 类型，MySQL 不允许对 TEXT/BLOB 建整列索引，
---       因此 idx_file_dedup 使用前缀长度 md5(32)（MD5 十六进制串固定 32 字符，等价全值）。
-
-DROP PROCEDURE IF EXISTS `yz_alter_system_files_storage`;
-
-DELIMITER $$
-
-CREATE PROCEDURE `yz_alter_system_files_storage`()
-BEGIN
-  DECLARE v_db VARCHAR(64);
-  SET v_db = DATABASE();
-
-  -- 1. 字段：source
-  IF NOT EXISTS (
-    SELECT 1 FROM information_schema.COLUMNS
-    WHERE TABLE_SCHEMA = v_db AND TABLE_NAME = 'yz_system_files' AND COLUMN_NAME = 'source'
-  ) THEN
-    ALTER TABLE `yz_system_files`
-      ADD COLUMN `source` varchar(16) NOT NULL DEFAULT 'backend'
-      COMMENT '来源端: backend-租户后台 platform-平台端';
-  END IF;
-
-  -- 2. 字段：scope
-  IF NOT EXISTS (
-    SELECT 1 FROM information_schema.COLUMNS
-    WHERE TABLE_SCHEMA = v_db AND TABLE_NAME = 'yz_system_files' AND COLUMN_NAME = 'scope'
-  ) THEN
-    ALTER TABLE `yz_system_files`
-      ADD COLUMN `scope` varchar(16) NOT NULL DEFAULT 'tenant'
-      COMMENT '归属: tenant-租户共享 user-用户个人';
-  END IF;
-
-  -- 3. 字段：storage
-  IF NOT EXISTS (
-    SELECT 1 FROM information_schema.COLUMNS
-    WHERE TABLE_SCHEMA = v_db AND TABLE_NAME = 'yz_system_files' AND COLUMN_NAME = 'storage'
-  ) THEN
-    ALTER TABLE `yz_system_files`
-      ADD COLUMN `storage` varchar(16) NOT NULL DEFAULT ''
-      COMMENT '存储类型: local/qiniu（冗余，便于迁移与排查）';
-  END IF;
-
-  -- 4. 字段：object_key
-  IF NOT EXISTS (
-    SELECT 1 FROM information_schema.COLUMNS
-    WHERE TABLE_SCHEMA = v_db AND TABLE_NAME = 'yz_system_files' AND COLUMN_NAME = 'object_key'
-  ) THEN
-    ALTER TABLE `yz_system_files`
-      ADD COLUMN `object_key` varchar(512) NOT NULL DEFAULT ''
-      COMMENT '存储相对路径(不含域名)，用于迁移与精确删除';
-  END IF;
-
-  -- 5. 索引：查重（source + scope + tid + tuid + md5 前缀）
-  --    不加 UNIQUE：软删(delete_time)与并发上传下唯一索引会直接报错，去重在代码层完成
-  IF NOT EXISTS (
-    SELECT 1 FROM information_schema.STATISTICS
-    WHERE TABLE_SCHEMA = v_db AND TABLE_NAME = 'yz_system_files' AND INDEX_NAME = 'idx_file_dedup'
-  ) THEN
-    ALTER TABLE `yz_system_files`
-      ADD KEY `idx_file_dedup` (`source`, `scope`, `tid`, `tuid`, `md5`(32));
-  END IF;
-
-  -- 6. 索引：归属列表过滤
-  IF NOT EXISTS (
-    SELECT 1 FROM information_schema.STATISTICS
-    WHERE TABLE_SCHEMA = v_db AND TABLE_NAME = 'yz_system_files' AND INDEX_NAME = 'idx_file_owner'
-  ) THEN
-    ALTER TABLE `yz_system_files`
-      ADD KEY `idx_file_owner` (`source`, `tid`, `scope`, `tuid`, `delete_time`);
-  END IF;
-END$$
-
-DELIMITER ;
-
-CALL `yz_alter_system_files_storage`();
-DROP PROCEDURE IF EXISTS `yz_alter_system_files_storage`;
-
--- 7. 老数据初始化：迁移脚本执行前先打底，避免 source/scope 为空导致查询遗漏
-UPDATE `yz_system_files` SET `source` = 'backend' WHERE `source` = '' OR `source` IS NULL;
-UPDATE `yz_system_files` SET `scope`  = 'tenant'  WHERE `scope`  = '' OR `scope`  IS NULL;
-
--- 8. 校验（应看到 4 个字段 + 2 个索引）
--- SHOW COLUMNS FROM yz_system_files LIKE 'source';
--- SHOW COLUMNS FROM yz_system_files LIKE 'scope';
--- SHOW COLUMNS FROM yz_system_files LIKE 'storage';
--- SHOW COLUMNS FROM yz_system_files LIKE 'object_key';
--- SHOW INDEX FROM yz_system_files WHERE Key_name IN ('idx_file_dedup','idx_file_owner');
diff --git a/go/docs/sql/yz_backend_crm_product.sql b/go/docs/sql/yz_backend_crm_product.sql
deleted file mode 100644
index 788647a..0000000
--- a/go/docs/sql/yz_backend_crm_product.sql
+++ /dev/null
@@ -1,29 +0,0 @@
--- CRM 产品管理表：yz_backend_crm_product
--- 手动执行（可重复执行）；产品可由「项目生成」时自动写入，也可在「产品管理」中独立维护。
-CREATE TABLE IF NOT EXISTS yz_backend_crm_product (
-  id bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  tenant_id varchar(64) NOT NULL COMMENT '租户ID',
-  product_no varchar(50) NOT NULL DEFAULT '' COMMENT '产品编号',
-  product_name varchar(100) NOT NULL COMMENT '产品名称',
-  category varchar(20) NOT NULL DEFAULT '' COMMENT '分类：1硬件/2软件/3服务/4开发/5其他',
-  unit varchar(20) NOT NULL DEFAULT '' COMMENT '单位',
-  spec varchar(255) NOT NULL DEFAULT '' COMMENT '规格型号',
-  price decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '销售单价',
-  cost_price decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '成本单价',
-  tax_rate decimal(6,2) NOT NULL DEFAULT '0.00' COMMENT '税率(%)',
-  status tinyint(4) NOT NULL DEFAULT '1' COMMENT '状态：1启用/0停用',
-  project_id bigint(20) DEFAULT NULL COMMENT '来源项目ID（由项目生成时填入）',
-  project_name varchar(100) NOT NULL DEFAULT '' COMMENT '来源项目名称',
-  remark text COMMENT '备注',
-  create_user_id varchar(64) NOT NULL DEFAULT '' COMMENT '创建人用户ID',
-  create_time datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  update_time datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  delete_time datetime DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (id),
-  KEY idx_tenant_id (tenant_id),
-  KEY idx_product_name (tenant_id,product_name),
-  KEY idx_category (tenant_id,category),
-  KEY idx_project (tenant_id,project_id),
-  KEY idx_status (tenant_id,status),
-  KEY idx_delete_time (delete_time)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM产品管理表';
diff --git a/go/docs/sql/yz_backend_crm_product_category.sql b/go/docs/sql/yz_backend_crm_product_category.sql
deleted file mode 100644
index 4dd1789..0000000
--- a/go/docs/sql/yz_backend_crm_product_category.sql
+++ /dev/null
@@ -1,19 +0,0 @@
--- CRM 产品分类表：yz_backend_crm_product_category
--- 手动执行（可重复执行）；建表后请在「产品管理-产品分类」中维护数据。
-CREATE TABLE IF NOT EXISTS yz_backend_crm_product_category (
-  id bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  tenant_id varchar(64) NOT NULL COMMENT '租户ID',
-  name varchar(100) NOT NULL COMMENT '分类名称',
-  code varchar(50) NOT NULL DEFAULT '' COMMENT '分类编码（选填）',
-  sort int(11) NOT NULL DEFAULT '0' COMMENT '排序',
-  status tinyint(4) NOT NULL DEFAULT '1' COMMENT '状态：1启用/0停用',
-  remark text COMMENT '备注',
-  create_time datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  update_time datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  delete_time datetime DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (id),
-  UNIQUE KEY uk_tenant_name (tenant_id,name),
-  KEY idx_tenant_id (tenant_id),
-  KEY idx_status (tenant_id,status),
-  KEY idx_delete_time (delete_time)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM产品分类表';
diff --git a/go/docs/sql/yz_complaint.sql b/go/docs/sql/yz_complaint.sql
deleted file mode 100644
index c05f933..0000000
--- a/go/docs/sql/yz_complaint.sql
+++ /dev/null
@@ -1,45 +0,0 @@
--- 投诉建议「产品分类」：区分用户针对哪类产品提建议
--- 请在目标库手动执行（utf8mb4）
-
-CREATE TABLE IF NOT EXISTS `yz_system_complaint_category` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `name` varchar(64) NOT NULL COMMENT '分类名称，如：官网、租户后台、小程序',
-  `code` varchar(32) DEFAULT NULL COMMENT '可选编码，便于程序识别',
-  `sort` int NOT NULL DEFAULT 0 COMMENT '排序，越小越靠前',
-  `status` tinyint NOT NULL DEFAULT 1 COMMENT '1启用 0禁用',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP,
-  `update_time` datetime DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP,
-  `delete_time` datetime DEFAULT NULL COMMENT '软删',
-  PRIMARY KEY (`id`),
-  KEY `idx_delete_time` (`delete_time`),
-  KEY `idx_status` (`status`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='投诉建议-产品分类';
-
-CREATE TABLE IF NOT EXISTS `yz_system_platform_complaint` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `category_id` bigint unsigned NOT NULL COMMENT '产品分类ID',
-  `title` varchar(200) NOT NULL COMMENT '标题',
-  `content` text NOT NULL COMMENT '建议/投诉内容',
-  `contact_name` varchar(64) DEFAULT NULL COMMENT '联系人',
-  `contact_phone` varchar(32) DEFAULT NULL COMMENT '联系电话',
-  `contact_email` varchar(128) DEFAULT NULL COMMENT '联系邮箱',
-  `status` tinyint NOT NULL DEFAULT 0 COMMENT '0待处理 1处理中 2已回复 3已关闭',
-  `reply_content` text COMMENT '平台回复内容',
-  `reply_time` datetime DEFAULT NULL COMMENT '回复时间',
-  `tid` bigint unsigned DEFAULT NULL COMMENT '可选：关联租户ID',
-  `remark` varchar(512) DEFAULT NULL COMMENT '管理员内部备注',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP,
-  `update_time` datetime DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP,
-  `delete_time` datetime DEFAULT NULL COMMENT '软删',
-  PRIMARY KEY (`id`),
-  KEY `idx_category_id` (`category_id`),
-  KEY `idx_status` (`status`),
-  KEY `idx_delete_time` (`delete_time`),
-  KEY `idx_tid` (`tid`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='平台端-投诉建议';
-
--- 可选：示例分类（执行完建表后按需取消注释）
--- INSERT INTO `yz_system_complaint_category` (`name`,`code`,`sort`,`status`) VALUES
--- ('官网','site',0,1),
--- ('租户后台','tenant_admin',10,1),
--- ('小程序','miniapp',20,1);
diff --git a/go/docs/sql/yz_oa_document.sql b/go/docs/sql/yz_oa_document.sql
deleted file mode 100644
index 6acc55f..0000000
--- a/go/docs/sql/yz_oa_document.sql
+++ /dev/null
@@ -1,129 +0,0 @@
--- OA 文档管理（文档库 / 文档图谱）建表脚本
---
--- 说明：正常情况【不需要执行本脚本】。
---       服务在首次访问 /backend/oa/document/* 接口时，会由
---       controllers/backend_oa_document.go 的 Prepare() 调用
---       models.EnsureOaDocumentTables() 自动建表（CREATE TABLE IF NOT EXISTS，
---       sync.Once 保证单进程只建一次）。
---
---       本脚本仅用于以下场景手工预建：
---         1. 生产库账号没有 DDL 权限，自动建表失败；
---         2. DBA 要求先在预发/生产环境审核建表语句；
---         3. 需要排查表结构是否符合预期。
---
--- 幂等：全部使用 IF NOT EXISTS，可反复执行，不会覆盖已有数据。
--- 与代码保持一致：models/oa_document.go
-
--- 1. 文档分类表（树形）
-CREATE TABLE IF NOT EXISTS yz_backend_oa_doc_category (
-  id bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  tid int NOT NULL DEFAULT 0 COMMENT '租户ID',
-  user_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '分类归属用户：共享空间共享=0（租户级）；私密空间=创建者的 yz_system_tenant_user.uid',
-  parent_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '父级ID，0为一级分类',
-  name varchar(128) NOT NULL DEFAULT '' COMMENT '分类名称',
-  sort int NOT NULL DEFAULT 0 COMMENT '排序，越小越靠前',
-  remark varchar(255) NOT NULL DEFAULT '' COMMENT '备注',
-  is_system tinyint NOT NULL DEFAULT 0 COMMENT '是否系统内置分类 0-否(可删除) 1-是(不可删除)',
-  scope varchar(16) NOT NULL DEFAULT 'shared' COMMENT '所属空间 shared-共享文档空间 personal-私密文档空间(绑定用户级别)',
-  is_deleted tinyint NOT NULL DEFAULT 0 COMMENT '是否删除 0-否 1-是',
-  create_time datetime DEFAULT NULL COMMENT '创建时间',
-  update_time datetime DEFAULT NULL COMMENT '更新时间',
-  delete_time datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (id),
-  KEY idx_tid_parent (tid, parent_id),
-  KEY idx_tid_scope_user (tid, scope, user_id)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='OA文档分类表';
-
--- 1.1 历史库补齐列（特性上线前已建表时执行，已存在则报错可忽略）
--- ALTER TABLE yz_backend_oa_doc_category
---   ADD COLUMN is_system tinyint NOT NULL DEFAULT 0 COMMENT '是否系统内置分类 0-否(可删除) 1-是(不可删除)';
--- ALTER TABLE yz_backend_oa_doc_category
---   ADD COLUMN scope varchar(16) NOT NULL DEFAULT 'shared' COMMENT '所属空间 shared-共享 personal-私密';
--- ALTER TABLE yz_backend_oa_doc_category
---   ADD COLUMN user_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '分类归属用户（私密空间=租户用户 uid）';
-
--- 1.2 分类归属规则（双空间模型，2026-09 起）：
---     文档库按「共享文档 / 私密文档」两个空间组织，每个空间各自一棵分类树：
---       - 共享空间：scope=shared、user_id=0（租户级，全租户共用一套，任何人可建/删，内置分类除外）；
---       - 私密空间：scope=personal、user_id=当前用户的 yz_system_tenant_user.uid（绑定到用户级别，各用户独立一套）。
---     文档可见性(OaDoc.visibility)与所在空间一一对应：共享空间→0(租户公开)，私密空间→1(私密，仅创建者与被共享者可见)。
---     系统内置分类「项目文档」(scope=shared, user_id=0, is_system=1) 属于共享空间，按租户自动补建
---     （models.EnsureOaDocDefaultCategories），一般无需手工插入。
---     历史脏数据（scope 不在 shared/personal）在 EnsureOaDocumentTables 中自动归为共享空间（user_id=0, scope=shared）。
---     说明：「未分类」是虚拟分类，文档 category_id = 0 即表示未分类，两个空间各自独立计算，不落库、不可删除。
-
--- 2. 文档表
---    doc_type: 0-其他 1-文档 2-表格 3-演示 4-PDF 5-图片 6-压缩包 7-视频 8-音频
---    status  : 0-草稿 1-已发布 2-已归档
-CREATE TABLE IF NOT EXISTS yz_backend_oa_doc (
-  id bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  tid int NOT NULL DEFAULT 0 COMMENT '租户ID',
-  category_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '所属分类ID，0为未分类',
-  title varchar(255) NOT NULL DEFAULT '' COMMENT '文档标题',
-  file_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '关联附件ID(yz_system_files)',
-  file_url varchar(512) NOT NULL DEFAULT '' COMMENT '附件访问地址',
-  file_name varchar(255) NOT NULL DEFAULT '' COMMENT '原始文件名',
-  ext varchar(16) NOT NULL DEFAULT '' COMMENT '扩展名',
-  size bigint unsigned NOT NULL DEFAULT 0 COMMENT '文件大小(字节)',
-  doc_type tinyint NOT NULL DEFAULT 0 COMMENT '类型 0-其他 1-文档 2-表格 3-演示 4-PDF 5-图片 6-压缩包 7-视频 8-音频',
-  tags varchar(255) NOT NULL DEFAULT '' COMMENT '标签，逗号分隔',
-  summary varchar(1000) NOT NULL DEFAULT '' COMMENT '摘要/描述',
-  status tinyint NOT NULL DEFAULT 0 COMMENT '状态 0-草稿 1-已发布 2-已归档',
-  version int NOT NULL DEFAULT 1 COMMENT '版本号',
-  is_star tinyint NOT NULL DEFAULT 0 COMMENT '是否收藏 0-否 1-是',
-  owner_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '负责人ID',
-  owner_name varchar(100) NOT NULL DEFAULT '' COMMENT '负责人姓名',
-  view_count int NOT NULL DEFAULT 0 COMMENT '查看次数',
-  download_count int NOT NULL DEFAULT 0 COMMENT '下载次数',
-  creator_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '创建人ID',
-  creator_name varchar(100) NOT NULL DEFAULT '' COMMENT '创建人姓名',
-  visibility tinyint NOT NULL DEFAULT 0 COMMENT '可见性 0-租户公开 1-私密(仅创建者与被共享者)',
-  is_deleted tinyint NOT NULL DEFAULT 0 COMMENT '是否删除 0-否 1-是',
-  create_time datetime DEFAULT NULL COMMENT '创建时间',
-  update_time datetime DEFAULT NULL COMMENT '更新时间',
-  delete_time datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (id),
-  KEY idx_tid_cate (tid, category_id, is_deleted),
-  KEY idx_tid_status (tid, status, is_deleted),
-  KEY idx_tid_title (tid, title)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='OA文档表';
-
--- 3. 文档关联表（文档图谱的连线来源）
---    relation: reference-引用 related-相关 version-版本 belong-从属
---    说明：代码在建立关联时会同时写入正向与反向两条记录，便于图谱无向检索；
---          uk_doc_pair 保证同一对文档的同一关系不重复。
-CREATE TABLE IF NOT EXISTS yz_backend_oa_doc_link (
-  id bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  tid int NOT NULL DEFAULT 0 COMMENT '租户ID',
-  source_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '源文档ID',
-  target_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '目标文档ID',
-  relation varchar(32) NOT NULL DEFAULT 'related' COMMENT '关系 reference-引用 related-相关 version-版本 belong-从属',
-  remark varchar(255) NOT NULL DEFAULT '' COMMENT '关系说明',
-  creator_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '创建人ID',
-  create_time datetime DEFAULT NULL COMMENT '创建时间',
-  PRIMARY KEY (id),
-  UNIQUE KEY uk_doc_pair (tid, source_id, target_id, relation),
-  KEY idx_tid_source (tid, source_id),
-  KEY idx_tid_target (tid, target_id)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='OA文档关联表';
-
--- 4. 文档共享表（私密文档可见性授权）
---    share_type: 0-用户(target_id=uid) 1-部门(target_id=org_id，含子部门)
---    uk_doc_target 保证同一文档对同一目标不重复授权。
-CREATE TABLE IF NOT EXISTS yz_backend_oa_doc_share (
-  id bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  tid int NOT NULL DEFAULT 0 COMMENT '租户ID',
-  doc_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '文档ID',
-  share_type tinyint NOT NULL DEFAULT 0 COMMENT '共享类型 0-用户(target_id=uid) 1-部门(target_id=org_id，含子部门)',
-  target_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '共享目标ID',
-  creator_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '授权人ID',
-  create_time datetime DEFAULT NULL COMMENT '创建时间',
-  PRIMARY KEY (id),
-  UNIQUE KEY uk_doc_target (tid, doc_id, share_type, target_id),
-  KEY idx_tid_doc (tid, doc_id),
-  KEY idx_target (tid, share_type, target_id)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='OA文档共享表';
-
--- 5. 校验（应看到 4 张表）
--- SHOW TABLES LIKE 'yz_backend_oa_doc%';
-
diff --git a/go/docs/sql/yz_platform_cursor_activation_code.sql b/go/docs/sql/yz_platform_cursor_activation_code.sql
deleted file mode 100644
index e411140..0000000
--- a/go/docs/sql/yz_platform_cursor_activation_code.sql
+++ /dev/null
@@ -1,31 +0,0 @@
--- Cursor 激活码管理
--- status: 0 未使用 1 已使用 2 已过期 3 已禁用
--- type: 0 自定义 1 天卡 7 周卡 30 月卡 90 季卡 365 年卡
-
-CREATE TABLE IF NOT EXISTS `yz_platform_cursor_activation_code` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `code` varchar(128) NOT NULL COMMENT '激活码',
-  `type` int NOT NULL DEFAULT 30 COMMENT '卡密类型：0自定义 1天卡 7周卡 30月卡 90季卡 365年卡',
-  `status` tinyint NOT NULL DEFAULT 0 COMMENT '状态：0未使用 1已使用 2已过期 3已禁用',
-  `duration_days` int NOT NULL DEFAULT 30 COMMENT '有效天数',
-  `bind_account` varchar(128) DEFAULT NULL COMMENT '绑定账号',
-  `bind_device_id` bigint unsigned DEFAULT NULL COMMENT '绑定设备ID，关联 yz_platform_cursor_equipment.id',
-  `machine_code` varchar(128) DEFAULT NULL COMMENT '绑定设备机器码',
-  `device_info` varchar(1000) DEFAULT NULL COMMENT '绑定设备信息',
-  `owner_user_id` bigint unsigned DEFAULT NULL COMMENT '归属用户ID',
-  `owner_user_name` varchar(128) DEFAULT NULL COMMENT '归属用户名称',
-  `activated_at` datetime DEFAULT NULL COMMENT '激活时间',
-  `expired_at` datetime DEFAULT NULL COMMENT '过期时间',
-  `remark` varchar(1000) DEFAULT NULL COMMENT '备注',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`),
-  UNIQUE KEY `uk_code` (`code`),
-  KEY `idx_status_delete` (`status`,`delete_time`),
-  KEY `idx_type_status` (`type`,`status`),
-  KEY `idx_bind_account` (`bind_account`),
-  KEY `idx_bind_device_id` (`bind_device_id`),
-  KEY `idx_owner_user_id` (`owner_user_id`),
-  KEY `idx_expired_at` (`expired_at`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='Cursor续杯激活码';
diff --git a/go/docs/sql/yz_software_upgrade.sql b/go/docs/sql/yz_software_upgrade.sql
deleted file mode 100644
index 17892a6..0000000
--- a/go/docs/sql/yz_software_upgrade.sql
+++ /dev/null
@@ -1,26 +0,0 @@
--- 软件升级产品（客户端拉取版本与下载地址）
--- 安装包建议上传到文件管理，分类使用「appsupgrade」（或任意分类，记录 file_id 即可）
-
-CREATE TABLE IF NOT EXISTS `yz_system_software_upgrade` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `name` varchar(128) NOT NULL COMMENT '软件显示名称',
-  `code` varchar(64) NOT NULL COMMENT '客户端唯一标识，与 check 接口 code 一致',
-  `latest_version` varchar(32) NOT NULL DEFAULT '0.0.0' COMMENT '当前发布的最新版本号',
-  `file_id` bigint unsigned DEFAULT NULL COMMENT '关联 yz_system_files.id，安装包',
-  `download_url` varchar(512) DEFAULT NULL COMMENT '兼容旧客户端的单安装包地址；为空则用 file_id 对应 src 拼公开 URL',
-  `download_urls` text DEFAULT NULL COMMENT '多运行环境安装包地址 JSON，如 {"windows":"...","mac":"...","ubuntu":"...","linux":"..."}',
-  `force_update` tinyint NOT NULL DEFAULT 0 COMMENT '1 建议强制更新',
-  `release_notes` varchar(2000) DEFAULT NULL COMMENT '更新说明',
-  `status` tinyint NOT NULL DEFAULT 1 COMMENT '1 启用 0 停用',
-  `sort` int NOT NULL DEFAULT 0,
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP,
-  `update_time` datetime DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP,
-  `delete_time` datetime DEFAULT NULL,
-  PRIMARY KEY (`id`),
-  UNIQUE KEY `uk_code` (`code`),
-  KEY `idx_status_delete` (`status`,`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='软件升级产品';
-
--- 已有表升级：
--- ALTER TABLE `yz_system_software_upgrade`
---   ADD COLUMN `download_urls` text DEFAULT NULL COMMENT '多运行环境安装包地址 JSON，如 {"windows":"...","mac":"...","ubuntu":"...","linux":"..."}' AFTER `download_url`;
diff --git a/go/models/init.go b/go/models/init.go
index 8c35f33..6b9b1a8 100644
--- a/go/models/init.go
+++ b/go/models/init.go
@@ -84,6 +84,7 @@ func Init(_ string) {
 		new(TenantCrmEntityContact),
 		new(TenantCrmOperateLog),
 		new(TenantCrmContract),
+		new(TenantCrmPayback),
 		new(ErpAccountSet),
 		new(ErpNormalSetting),
 		new(ErpCompanyContact),
@@ -147,7 +148,49 @@ func Init(_ string) {
 	EnsureCrmProjectDocColumn()
 	EnsureCrmContractTable()
 	EnsureCrmContractOurRoleColumn()
+	EnsureCrmContractTechDateColumn()
 	EnsureCrmProjectProductsColumn()
+	EnsureCrmPaybackTable()
+	EnsureCrmProductDevColumns()
+}
+
+// EnsureCrmPaybackTable 回款计划表建表（CREATE TABLE IF NOT EXISTS，可重复执行；
+// 建表失败（如表已存在但结构不一致）时静默忽略，可用 sql/yz_backend_crm_payback.sql 手动修复）。
+func EnsureCrmPaybackTable() {
+	sql := `CREATE TABLE IF NOT EXISTS yz_backend_crm_payback (
+  id bigint(20) NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
+  tenant_id varchar(64) NOT NULL COMMENT '租户ID',
+  contract_id bigint(20) DEFAULT NULL COMMENT '关联合同ID（yz_backend_crm_contract.id）',
+  contract_no varchar(50) NOT NULL DEFAULT '' COMMENT '合同编号',
+  contract_name varchar(100) NOT NULL DEFAULT '' COMMENT '合同名称',
+  customer_id bigint(20) DEFAULT NULL COMMENT '客户ID',
+  customer_name varchar(128) NOT NULL DEFAULT '' COMMENT '客户名称',
+  plan_type tinyint(4) NOT NULL DEFAULT '1' COMMENT '回款周期：1月度/2季度/3年度/4进度/5自定义',
+  pay_method tinyint(4) NOT NULL DEFAULT '1' COMMENT '回款方式：1对公转账/2网银转账/3现金/4支票/5支付宝/6微信/7其他',
+  remind_days int(11) NOT NULL DEFAULT '0' COMMENT '提前几天提醒',
+  owner_user_id varchar(64) NOT NULL DEFAULT '' COMMENT '负责人用户ID',
+  owner_user_name varchar(128) NOT NULL DEFAULT '' COMMENT '负责人姓名',
+  contract_amount decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '合同总金额',
+  total_amount decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '计划回款总额',
+  received_amount decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '已回款金额',
+  status tinyint(4) NOT NULL DEFAULT '1' COMMENT '状态：1进行中/2已完成',
+  items text COMMENT '计划明细JSON数组',
+  remark text COMMENT '备注',
+  create_user_id varchar(64) NOT NULL DEFAULT '' COMMENT '创建人用户ID',
+  create_time datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
+  update_time datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
+  delete_time datetime DEFAULT NULL COMMENT '删除时间（软删除）',
+  PRIMARY KEY (id),
+  KEY idx_tenant_id (tenant_id),
+  KEY idx_contract (tenant_id,contract_id),
+  KEY idx_customer (tenant_id,customer_id),
+  KEY idx_status (tenant_id,status),
+  KEY idx_delete_time (delete_time)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM回款计划表'`
+	if _, err := Orm.Raw(sql).Exec(); err != nil {
+		// 表已存在或执行失败时忽略（完整表结构见 sql/yz_backend_crm_payback.sql）
+		return
+	}
 }
 
 // EnsureCrmContractOurRoleColumn 补齐合同表的我方角色字段（存量表已建时新增；
@@ -158,6 +201,14 @@ func EnsureCrmContractOurRoleColumn() {
 	_, _ = Orm.Raw(sql).Exec()
 }
 
+// EnsureCrmContractTechDateColumn 补齐合同表的技术日期字段（开发/交付完成日期；
+// 存量表已建时新增，表不存在或列已存在时忽略错误）。
+func EnsureCrmContractTechDateColumn() {
+	sql := "ALTER TABLE " + new(TenantCrmContract).TableName() +
+		" ADD COLUMN tech_date date DEFAULT NULL COMMENT '技术日期（开发/交付完成日期；到期且回款未满则自动转执行异常）'"
+	_, _ = Orm.Raw(sql).Exec()
+}
+
 // EnsureCrmProjectProductsColumn 补齐项目表的产品清单字段（存量表已建时新增；
 // 表不存在或列已存在时忽略错误，可用 docs/sql/alter_backend_crm_project_products_column.sql 手动修复）。
 func EnsureCrmProjectProductsColumn() {
@@ -221,6 +272,24 @@ func EnsureCrmProjectDocColumn() {
 	_, _ = Orm.Raw(sql).Exec()
 }
 
+// EnsureCrmProductDevColumns 补齐产品表的软件开发字段（line_type / dev_unit_price / dev_tree）；
+// 表不存在或列已存在时忽略错误，可用 docs/sql/alter_backend_crm_product_dev_columns.sql 手动修复。
+func EnsureCrmProductDevColumns() {
+	table := new(TenantCrmProduct).TableName()
+	cols := []string{
+		"line_type varchar(20) NOT NULL DEFAULT 'product' COMMENT '行类型：product成品/dev软件开发'",
+		"dev_unit_price decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '软件开发统一人天单价'",
+		"dev_tree text COMMENT '软件开发模块树JSON（叶子人天×统一人天单价）'",
+	}
+	for _, col := range cols {
+		sql := fmt.Sprintf("ALTER TABLE %s ADD COLUMN %s", table, col)
+		if _, err := Orm.Raw(sql).Exec(); err != nil {
+			// 列已存在或表不存在时忽略
+			continue
+		}
+	}
+}
+
 
 
 
diff --git a/go/models/tenant_crm_contract.go b/go/models/tenant_crm_contract.go
index aefa242..b66fdac 100644
--- a/go/models/tenant_crm_contract.go
+++ b/go/models/tenant_crm_contract.go
@@ -25,6 +25,7 @@ type TenantCrmContract struct {
 	SignDate         *time.Time `orm:"column(sign_date);type(date);null" json:"sign_date"`
 	EffectiveDate    *time.Time `orm:"column(effective_date);type(date);null" json:"effective_date"`
 	ExpireDate       *time.Time `orm:"column(expire_date);type(date);null" json:"expire_date"`
+	TechDate         *time.Time `orm:"column(tech_date);type(date);null" json:"tech_date"` // 技术日期（开发/交付完成日期；到期且回款未满则自动转执行异常）
 	Parties          string     `orm:"column(parties);type(text);null" json:"-"`  // 各方签约主体 JSON 数组
 	Products         string     `orm:"column(products);type(text);null" json:"-"` // 产品清单 JSON 数组
 	HardwareAmount   float64    `orm:"column(hardware_amount);digits(14);decimals(2);default(0)" json:"hardware_amount"`
diff --git a/go/models/tenant_crm_payback.go b/go/models/tenant_crm_payback.go
new file mode 100644
index 0000000..1be73fe
--- /dev/null
+++ b/go/models/tenant_crm_payback.go
@@ -0,0 +1,47 @@
+package models
+
+import "time"
+
+// TenantCrmPayback 回款计划表: yz_backend_crm_payback
+//
+// 说明：
+//   - 回款计划针对于合同创建，contract_id 为关联合同（yz_backend_crm_contract.id）；
+//   - plan_type 回款周期：1=月度 2=季度 3=年度 4=进度 5=自定义；
+//   - pay_method 回款方式：1=对公转账 2=网银转账 3=现金 4=支票 5=支付宝 6=微信 7=其他；
+//   - items 计划明细以 JSON 文本存储，结构随 plan_type 变化：
+//     月度/季度/年度：{seq, name, amount, plan_date}         —— 期数 + 支付金额 + 计划回款日期
+//     进度：        {seq, name, percent, amount, plan_date}  —— 进度名称 + 进度百分比 + 进度金额 + 计划回款日期
+//     自定义：      {seq, name, plan_date, amount}           —— 名称 + 计划日期 + 金额
+//     每行另带 received_amount / received_date / status，用于「回款进度」登记实收。
+//   - plan_date 计划回款日期随各 plan_type 的明细行一并存储于 items JSON，无需独立列。
+//   - total_amount 计划回款总额；received_amount 已回款金额，均由 items 汇总。
+type TenantCrmPayback struct {
+	ID             uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID       string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	ContractID     *uint64    `orm:"column(contract_id);null" json:"contract_id"` // 关联合同ID
+	ContractNo     string     `orm:"column(contract_no);size(50)" json:"contract_no"`
+	ContractName   string     `orm:"column(contract_name);size(100)" json:"contract_name"`
+	CustomerID     *uint64    `orm:"column(customer_id);null" json:"customer_id"`
+	CustomerName   string     `orm:"column(customer_name);size(128)" json:"customer_name"`
+	PlanType       int8       `orm:"column(plan_type);default(1)" json:"plan_type"`   // 回款周期：1月度/2季度/3年度/4进度/5自定义
+	PayMethod      int8       `orm:"column(pay_method);default(1)" json:"pay_method"` // 回款方式：1对公/2网银/3现金/4支票/5支付宝/6微信/7其他
+	RemindDays     int        `orm:"column(remind_days);default(0)" json:"remind_days"` // 提前几天提醒
+	OwnerUserID    string     `orm:"column(owner_user_id);size(64)" json:"owner_user_id"`
+	OwnerUserName  string     `orm:"column(owner_user_name);size(128)" json:"owner_user_name"`
+	ContractAmount float64    `orm:"column(contract_amount);digits(14);decimals(2);default(0)" json:"contract_amount"` // 合同总金额
+	TotalAmount    float64    `orm:"column(total_amount);digits(14);decimals(2);default(0)" json:"total_amount"`       // 计划回款总额
+	ReceivedAmount float64    `orm:"column(received_amount);digits(14);decimals(2);default(0)" json:"received_amount"` // 已回款金额
+	Status         int8       `orm:"column(status);default(1)" json:"status"`                                          // 1进行中/2已完成
+	Items          string     `orm:"column(items);type(text);null" json:"-"`                                           // 计划明细 JSON 数组
+	Remark         string     `orm:"column(remark);type(text);null" json:"remark"`
+	ReceiptURL     string     `orm:"column(receipt_url);size(512);null" json:"receipt_url"` // 流水回执文件地址（选填）
+	ReceiptName    string     `orm:"column(receipt_name);size(255);null" json:"receipt_name"` // 流水回执文件名（选填）
+	CreateUserID   string     `orm:"column(create_user_id);size(64)" json:"create_user_id"`
+	CreateTime     time.Time  `orm:"column(create_time);auto_now_add;type(datetime)" json:"create_time"`
+	UpdateTime     time.Time  `orm:"column(update_time);auto_now;type(datetime)" json:"update_time"`
+	DeleteTime     *time.Time `orm:"column(delete_time);type(datetime);null" json:"delete_time"`
+}
+
+func (m *TenantCrmPayback) TableName() string {
+	return "yz_backend_crm_payback"
+}
diff --git a/go/models/tenant_crm_product.go b/go/models/tenant_crm_product.go
index c32094b..d35d85c 100644
--- a/go/models/tenant_crm_product.go
+++ b/go/models/tenant_crm_product.go
@@ -1,6 +1,8 @@
 package models
 
-import "time"
+import (
+	"time"
+)
 
 // TenantCrmProduct CRM 产品管理（产品台账/目录）: yz_backend_crm_product
 //
@@ -19,6 +21,9 @@ type TenantCrmProduct struct {
 	Price        float64    `orm:"column(price);digits(14);decimals(2);default(0)" json:"price"`           // 销售单价
 	CostPrice    float64    `orm:"column(cost_price);digits(14);decimals(2);default(0)" json:"cost_price"` // 成本单价
 	TaxRate      float64    `orm:"column(tax_rate);digits(6);decimals(2);default(0)" json:"tax_rate"`       // 税率(%)
+	LineType     string  `orm:"column(line_type);size(20);default(product)" json:"line_type"`                 // 行类型 product/dev
+	DevUnitPrice float64 `orm:"column(dev_unit_price);digits(14);decimals(2);default(0)" json:"dev_unit_price"` // 软件开发统一人天单价
+	DevTree      string  `orm:"column(dev_tree);type(text);null" json:"dev_tree"`                            // 软件开发模块树JSON文本
 	Status       int8       `orm:"column(status);default(1)" json:"status"`             // 1启用/0停用
 	ProjectID    *uint64    `orm:"column(project_id);null" json:"project_id"`           // 来源项目ID（由项目生成时填入）
 	ProjectName  string     `orm:"column(project_name);size(100)" json:"project_name"`  // 来源项目名称
diff --git a/go/routers/backend/backend.go b/go/routers/backend/backend.go
index 4a33c30..d1b2572 100644
--- a/go/routers/backend/backend.go
+++ b/go/routers/backend/backend.go
@@ -426,12 +426,22 @@ func registerOrganizationRoutes(module string) {
 	beego.Router("/backend/crm/contract/:id", &controllers.BackendCrmContractController{}, "get:Detail;put:Update;delete:Delete")
 	beego.Router("/backend/crm/contract/:id/status", &controllers.BackendCrmContractController{}, "post:ChangeStatus")
 
+	// CRM回款管理（针对于合同：回款计划创建 + 回款进度登记）
+	beego.Router("/backend/crm/payback/list", &controllers.BackendCrmPaybackController{}, "get:List")
+	beego.Router("/backend/crm/payback/progress/list", &controllers.BackendCrmPaybackController{}, "get:ProgressList")
+	beego.Router("/backend/crm/payback", &controllers.BackendCrmPaybackController{}, "post:Create")
+	beego.Router("/backend/crm/payback/:id", &controllers.BackendCrmPaybackController{}, "get:Detail;put:Update;delete:Delete")
+	beego.Router("/backend/crm/payback/:id/receive", &controllers.BackendCrmPaybackController{}, "post:Receive")
+
 	// CRM回访记录（贯穿线索/商机/项目）
 	beego.Router("/backend/crm/follow/list", &controllers.BackendCrmFollowController{}, "get:List")
 	beego.Router("/backend/crm/follow/add", &controllers.BackendCrmFollowController{}, "post:Add")
 	beego.Router("/backend/crm/follow/edit", &controllers.BackendCrmFollowController{}, "post:Edit")
 	beego.Router("/backend/crm/follow/delete", &controllers.BackendCrmFollowController{}, "post:Delete")
 
+	// CRM数据仪表盘（按时间维度聚合真实业务数据）
+	beego.Router("/backend/crm/dashboard", &controllers.BackendCrmDashboardController{}, "get:Summary")
+
 	// CRM附件（线索/商机/项目资料）
 	beego.Router("/backend/crm/attach/list", &controllers.BackendCrmAttachController{}, "get:List")
 	beego.Router("/backend/crm/attach/add", &controllers.BackendCrmAttachController{}, "post:Add")
diff --git a/sql/add_contacts_table.sql b/sql/add_contacts_table.sql
deleted file mode 100644
index 8e94259..0000000
--- a/sql/add_contacts_table.sql
+++ /dev/null
@@ -1,38 +0,0 @@
--- 通讯录表（全局表，已从 yz_backend_erp_contact 改名）：与组织架构联动，支持内部员工（自动同步）和外部联系人
--- 已合并 alter_contact_add_dept_position.sql 的 dept_name / position_id 字段
--- tenant 隔离：通过 tid 字段实现租户间数据隔离
-
-CREATE TABLE IF NOT EXISTS `yz_backend_contact` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` bigint(20) unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  `employee_id` bigint(20) unsigned DEFAULT NULL COMMENT '关联员工ID（内部联系人自动关联）',
-  `org_id` bigint(20) unsigned DEFAULT NULL COMMENT '所属组织/部门ID（关联yz_backend_organization）',
-  `contact_type` tinyint(4) NOT NULL DEFAULT 1 COMMENT '联系人类型：1=内部员工 2=外部联系人',
-  `contact_name` varchar(64) NOT NULL COMMENT '联系人姓名',
-  `gender` tinyint(4) NOT NULL DEFAULT 0 COMMENT '性别：0=未知 1=男 2=女',
-  `phone` varchar(20) DEFAULT NULL COMMENT '手机号',
-  `work_phone` varchar(20) DEFAULT NULL COMMENT '办公电话',
-  `email` varchar(128) DEFAULT NULL COMMENT '邮箱',
-  `wechat` varchar(64) DEFAULT NULL COMMENT '微信号',
-  `avatar` varchar(512) DEFAULT NULL COMMENT '头像URL',
-  `company_name` varchar(128) DEFAULT NULL COMMENT '公司名称（外部联系人）',
-  `dept_name` varchar(128) DEFAULT NULL COMMENT '外部联系人手填部门名称',
-  `position_id` bigint(20) unsigned DEFAULT NULL COMMENT '职位ID，关联yz_backend_position',
-  `position_title` varchar(100) DEFAULT NULL COMMENT '职位名称',
-  `address` varchar(512) DEFAULT NULL COMMENT '地址',
-  `remark` varchar(512) DEFAULT NULL COMMENT '备注',
-  `is_starred` tinyint(4) NOT NULL DEFAULT 0 COMMENT '是否收藏：0=否 1=是',
-  `sort` int(10) unsigned NOT NULL DEFAULT 0 COMMENT '排序值',
-  `status` tinyint(4) NOT NULL DEFAULT 1 COMMENT '状态：1=正常 0=停用',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tid` (`tid`),
-  KEY `idx_employee_id` (`employee_id`),
-  KEY `idx_org_id` (`org_id`),
-  KEY `idx_contact_type` (`contact_type`),
-  KEY `idx_contact_name` (`contact_name`),
-  KEY `idx_phone` (`phone`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='通讯录表';
diff --git a/sql/alter_company_contact_unify.sql b/sql/alter_company_contact_unify.sql
deleted file mode 100644
index 535478a..0000000
--- a/sql/alter_company_contact_unify.sql
+++ /dev/null
@@ -1,198 +0,0 @@
--- =============================================================================
--- 联系人正式库统一：正式客户/供应商联系人通用表 yz_backend_contact_company
---
--- 目标：
---   1. 正式客户/供应商联系人统一到 `yz_backend_contact_company`
---      （backend 端「公司联系人」通用表，命名与 yz_backend_contact 保持一致）；
---   2. 兼容历史表名 `yz_backend_erp_company_contact`：
---        - 若新表不存在、旧表存在，直接 RENAME（结构与数据 100% 保留）；
---        - 若两表并存，则去重合并进新表，旧表改名为 *_bak 备份保留；
---   3. 迁移历史死表 `yz_tenant_crm_contact`（若存在且有数据）：去重并入新表，
---      原表改名为 `yz_tenant_crm_contact_bak` 保留；
---   4. 线索/商机联系人仍然只存过程库 `yz_backend_crm_entity_contact`（本脚本不动）。
---
--- 去重键（判定为同一联系人）：tenant_id + company_type + company_id + name + mobiles
--- 说明：
---   - 脚本幂等，可重复执行；
---   - 任何迁移都是「先备份原表 / 或直接改名」再按去重键补插，绝不删除数据；
---   - 执行本脚本的同时需要部署新版后端（模型表名已指向 yz_backend_contact_company）。
--- =============================================================================
-
-SET NAMES utf8mb4;
-
--- 记录初始状态
-SET @has_new := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_contact_company'
-);
-SET @has_old_company := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_erp_company_contact'
-);
-
--- -----------------------------------------------------------------------------
--- 1. 新表不存在、旧表存在 → 直接改名（保留全部结构、索引、自增、数据）
--- -----------------------------------------------------------------------------
-SET @sql := IF(@has_new = 0 AND @has_old_company > 0,
-  'RENAME TABLE `yz_backend_erp_company_contact` TO `yz_backend_contact_company`',
-  'SELECT ''step1: 跳过直接改名'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 重新计算状态
-SET @has_new := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_contact_company'
-);
-SET @has_old_company := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_erp_company_contact'
-);
-
--- -----------------------------------------------------------------------------
--- 2. 确保正式表存在（新表也不存在、旧表也不存在时创建）
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_contact_company` (
-  `id`           bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`    varchar(64)  NOT NULL DEFAULT '' COMMENT '租户ID',
-  `company_type` varchar(20)  NOT NULL DEFAULT '' COMMENT '公司类型：customer=客户，supplier=供应商',
-  `company_id`   bigint(20)   NOT NULL DEFAULT 0 COMMENT '公司ID（客户/供应商ID）',
-  `name`         varchar(50)  NOT NULL DEFAULT '' COMMENT '联系人姓名',
-  `gender`       tinyint(4)   NOT NULL DEFAULT 0 COMMENT '性别：0-未知 1-男 2-女',
-  `phone`        varchar(20)  NOT NULL DEFAULT '' COMMENT '座机',
-  `mobiles`      text COMMENT '手机号，JSON数组，最多5个',
-  `wechat`       varchar(50)  NOT NULL DEFAULT '' COMMENT '微信',
-  `qq`           varchar(50)  NOT NULL DEFAULT '' COMMENT 'QQ',
-  `dingtalk`     varchar(50)  NOT NULL DEFAULT '' COMMENT '钉钉',
-  `email`        varchar(100) NOT NULL DEFAULT '' COMMENT '邮箱',
-  `department`   varchar(50)  NOT NULL DEFAULT '' COMMENT '部门',
-  `position`     varchar(50)  NOT NULL DEFAULT '' COMMENT '职位',
-  `home_address` varchar(255) NOT NULL DEFAULT '' COMMENT '家庭住址',
-  `is_primary`   tinyint(4)   NOT NULL DEFAULT 0 COMMENT '是否主联系人：0-否 1-是',
-  `status`       tinyint(4)   NOT NULL DEFAULT 1 COMMENT '状态：0-离职 1-在职',
-  `remark`       text COMMENT '备注',
-  `create_time`  datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`  datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`  datetime     DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_company` (`tenant_id`,`company_type`,`company_id`) COMMENT '按公司查询联系人',
-  KEY `idx_name` (`tenant_id`,`name`) COMMENT '按姓名查询',
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='正式客户/供应商联系人通用表（backend 公司联系人）';
-
--- -----------------------------------------------------------------------------
--- 3. 两表并存时：旧表 yz_backend_erp_company_contact 去重并入新表，再改名备份
--- -----------------------------------------------------------------------------
-SET @sql := IF(@has_old_company > 0,
-'INSERT INTO `yz_backend_contact_company`
-  (`tenant_id`,`company_type`,`company_id`,`name`,`gender`,`phone`,`mobiles`,`wechat`,`qq`,`dingtalk`,`email`,`department`,`position`,`home_address`,`is_primary`,`status`,`remark`,`create_time`,`update_time`,`delete_time`)
- SELECT
-  CAST(o.`tenant_id` AS CHAR), o.`company_type`, o.`company_id`, o.`name`, o.`gender`, o.`phone`, o.`mobiles`,
-  IFNULL(o.`wechat`, ''''), IFNULL(o.`qq`, ''''), IFNULL(o.`dingtalk`, ''''), IFNULL(o.`email`, ''''),
-  IFNULL(o.`department`, ''''), IFNULL(o.`position`, ''''), IFNULL(o.`home_address`, ''''),
-  IFNULL(o.`is_primary`, 0), IFNULL(o.`status`, 1), o.`remark`,
-  IFNULL(o.`create_time`, NOW()), IFNULL(o.`update_time`, NOW()), o.`delete_time`
- FROM `yz_backend_erp_company_contact` o
- WHERE NOT EXISTS (
-   SELECT 1 FROM `yz_backend_contact_company` n
-   WHERE n.`tenant_id` = CAST(o.`tenant_id` AS CHAR)
-     AND n.`company_type` = o.`company_type`
-     AND n.`company_id` = o.`company_id`
-     AND n.`name` = o.`name`
-     AND IFNULL(n.`mobiles`, '''') = IFNULL(o.`mobiles`, '''')
- )',
-'SELECT ''step3: 无并存旧公司联系人表，跳过合并'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @bak_company_exists := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_erp_company_contact_bak'
-);
-SET @sql := IF(@has_old_company > 0 AND @bak_company_exists = 0,
-  'RENAME TABLE `yz_backend_erp_company_contact` TO `yz_backend_erp_company_contact_bak`',
-  'SELECT ''step3: 跳过改名备份'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- -----------------------------------------------------------------------------
--- 4. 历史死表 yz_tenant_crm_contact（related_type 1=客户/2=供应商）→ 新表，原表备份
---    mobiles 由单个 mobile 转为 JSON 数组；相关字段做空值兜底。
--- -----------------------------------------------------------------------------
-SET @has_dead := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_contact'
-);
-
-SET @sql := IF(@has_dead > 0,
-'INSERT INTO `yz_backend_contact_company`
-  (`tenant_id`,`company_type`,`company_id`,`name`,`gender`,`phone`,`mobiles`,`wechat`,`qq`,`dingtalk`,`email`,`department`,`position`,`home_address`,`is_primary`,`status`,`remark`,`create_time`,`update_time`,`delete_time`)
- SELECT
-  CAST(o.`tenant_id` AS CHAR),
-  IF(o.`related_type` = 2, ''supplier'', ''customer''),
-  o.`related_id`, o.`contact_name`, IFNULL(o.`gender`, 0), IFNULL(o.`phone`, ''''),
-  CASE WHEN o.`mobile` IS NULL OR o.`mobile` = '''' THEN NULL ELSE CONCAT(''["'', o.`mobile`, ''"]'') END,
-  '''', '''', '''', IFNULL(o.`email`, ''''), IFNULL(o.`department`, ''''), IFNULL(o.`position`, ''''), '''',
-  IFNULL(o.`is_primary`, 0), 1, IFNULL(o.`remark`, ''''),
-  IFNULL(o.`create_time`, NOW()), IFNULL(o.`update_time`, NOW()),
-  CASE WHEN IFNULL(o.`is_deleted`, 0) = 1 THEN NOW() ELSE NULL END
- FROM `yz_tenant_crm_contact` o
- WHERE o.`contact_name` IS NOT NULL AND o.`contact_name` <> ''''
-   AND NOT EXISTS (
-     SELECT 1 FROM `yz_backend_contact_company` n
-     WHERE n.`tenant_id` = CAST(o.`tenant_id` AS CHAR)
-       AND n.`company_type` = IF(o.`related_type` = 2, ''supplier'', ''customer'')
-       AND n.`company_id` = o.`related_id`
-       AND n.`name` = o.`contact_name`
-       AND IFNULL(n.`mobiles`, '''') = IFNULL(
-             CASE WHEN o.`mobile` IS NULL OR o.`mobile` = '''' THEN NULL ELSE CONCAT(''["'', o.`mobile`, ''"]'') END, '''')
-   )',
-'SELECT ''步骤4: 无 yz_tenant_crm_contact，跳过'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @bak_dead_exists := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_contact_bak'
-);
-SET @sql := IF(@has_dead > 0 AND @bak_dead_exists = 0,
-  'RENAME TABLE `yz_tenant_crm_contact` TO `yz_tenant_crm_contact_bak`',
-  'SELECT ''步骤4: 跳过改名备份'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- -----------------------------------------------------------------------------
--- 5. 重复数据检测（只查询、不修改/不删除，供人工核对）
--- -----------------------------------------------------------------------------
-SELECT
-  `tenant_id`,
-  `company_type`,
-  `company_id`,
-  `name`,
-  IFNULL(`mobiles`, '') AS `mobiles`,
-  COUNT(*) AS `dup_count`,
-  GROUP_CONCAT(`id` ORDER BY `id`) AS `dup_ids`
-FROM `yz_backend_contact_company`
-WHERE `delete_time` IS NULL
-GROUP BY `tenant_id`, `company_type`, `company_id`, `name`, IFNULL(`mobiles`, '')
-HAVING COUNT(*) > 1;
-
--- -----------------------------------------------------------------------------
--- 6. 迁移结果核对（新表与备份表条数）
--- -----------------------------------------------------------------------------
-SET @bak_company_exists2 := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_erp_company_contact_bak'
-);
-SET @bak_dead_exists2 := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_contact_bak'
-);
-
-SELECT 'yz_backend_contact_company' AS `table_name`, COUNT(*) AS `row_count`
-FROM `yz_backend_contact_company`;
-
-SET @sql := IF(@bak_company_exists2 > 0,
-  'SELECT ''yz_backend_erp_company_contact_bak'' AS `table_name`, COUNT(*) AS `row_count` FROM `yz_backend_erp_company_contact_bak`',
-  'SELECT ''yz_backend_erp_company_contact_bak（不存在）'' AS `table_name`, 0 AS `row_count`');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @sql := IF(@bak_dead_exists2 > 0,
-  'SELECT ''yz_tenant_crm_contact_bak'' AS `table_name`, COUNT(*) AS `row_count` FROM `yz_tenant_crm_contact_bak`',
-  'SELECT ''yz_tenant_crm_contact_bak（不存在）'' AS `table_name`, 0 AS `row_count`');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
diff --git a/sql/alter_contact_add_dept_position.sql b/sql/alter_contact_add_dept_position.sql
deleted file mode 100644
index c28f767..0000000
--- a/sql/alter_contact_add_dept_position.sql
+++ /dev/null
@@ -1,6 +0,0 @@
--- 通讯录表新增字段：外部联系人手填部门、内部员工职位关联
--- 对应模型：go/models/contact.go BackendErpContact
-
-ALTER TABLE `yz_backend_contact`
-  ADD COLUMN `dept_name` VARCHAR(128) NULL COMMENT '外部联系人手填部门名称' AFTER `company_name`,
-  ADD COLUMN `position_id` BIGINT UNSIGNED NULL COMMENT '职位ID，关联 yz_backend_position' AFTER `dept_name`;
diff --git a/sql/alter_contact_add_qq.sql b/sql/alter_contact_add_qq.sql
deleted file mode 100644
index d684dfa..0000000
--- a/sql/alter_contact_add_qq.sql
+++ /dev/null
@@ -1,42 +0,0 @@
--- 通讯录表新增 QQ 字段
--- 对应模型：go/models/contact.go BackendErpContact
---
--- 说明：历史迁移 alter_contact_rename_to_global.sql 把表名从 yz_backend_erp_contact
--- 改名为 yz_backend_contact，但模型 BackendErpContact.TableName() 仍返回旧表名。
--- 为避免不同环境表名不一致导致字段加不上，这里按实际存在的表逐个补齐，可重复执行。
-
-SET @db := DATABASE();
-
--- 旧表名（模型当前使用的表名）
-SET @tbl := 'yz_backend_erp_contact';
-SET @table_exists := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = @db AND TABLE_NAME = @tbl
-);
-SET @column_exists := (
-  SELECT COUNT(*) FROM information_schema.COLUMNS
-  WHERE TABLE_SCHEMA = @db AND TABLE_NAME = @tbl AND COLUMN_NAME = 'qq'
-);
-SET @sql := IF(@table_exists > 0 AND @column_exists = 0,
-  CONCAT('ALTER TABLE `', @tbl, '` ADD COLUMN `qq` VARCHAR(20) NULL COMMENT ''QQ号'' AFTER `wechat`'),
-  'SELECT 1');
-PREPARE stmt FROM @sql;
-EXECUTE stmt;
-DEALLOCATE PREPARE stmt;
-
--- 新表名（执行过改名迁移的环境）
-SET @tbl := 'yz_backend_contact';
-SET @table_exists := (
-  SELECT COUNT(*) FROM information_schema.TABLES
-  WHERE TABLE_SCHEMA = @db AND TABLE_NAME = @tbl
-);
-SET @column_exists := (
-  SELECT COUNT(*) FROM information_schema.COLUMNS
-  WHERE TABLE_SCHEMA = @db AND TABLE_NAME = @tbl AND COLUMN_NAME = 'qq'
-);
-SET @sql := IF(@table_exists > 0 AND @column_exists = 0,
-  CONCAT('ALTER TABLE `', @tbl, '` ADD COLUMN `qq` VARCHAR(20) NULL COMMENT ''QQ号'' AFTER `wechat`'),
-  'SELECT 1');
-PREPARE stmt FROM @sql;
-EXECUTE stmt;
-DEALLOCATE PREPARE stmt;
diff --git a/sql/alter_contact_rename_to_global.sql b/sql/alter_contact_rename_to_global.sql
deleted file mode 100644
index c436440..0000000
--- a/sql/alter_contact_rename_to_global.sql
+++ /dev/null
@@ -1,5 +0,0 @@
--- 通讯录表全局化：从 ERP 模块独立为全局基础功能，表名去掉 erp 前缀
--- 对应模型：go/models/contact.go（BackendErpContact）
--- RENAME 会保留全部数据与索引，对存量环境执行本脚本即可完成迁移
-
-RENAME TABLE `yz_backend_erp_contact` TO `yz_backend_contact`;
diff --git a/sql/alter_crm_follow_add_stage.sql b/sql/alter_crm_follow_add_stage.sql
deleted file mode 100644
index c282bdc..0000000
--- a/sql/alter_crm_follow_add_stage.sql
+++ /dev/null
@@ -1,40 +0,0 @@
--- =============================================================================
--- 跟进记录（回访）增加「创建阶段」字段 stage
---
--- 目的：
---   过程数据（跟进记录）不做搬迁，按 线索 → 商机 → 项目 链路累积展示；
---   stage 记录该条记录创建时所处的阶段，用于详情列表标明数据来自哪个阶段。
---
--- 取值：1=线索，2=商机，3=项目
--- 说明：
---   - 脚本幂等：列已存在则跳过新增；
---   - 回填只在首次新增列时执行一次（历史数据按当前 related_type 近似回填）。
--- =============================================================================
-
-SET NAMES utf8mb4;
-
-SET @has_stage := (
-  SELECT COUNT(*) FROM information_schema.COLUMNS
-  WHERE TABLE_SCHEMA = DATABASE()
-    AND TABLE_NAME = 'yz_backend_crm_follow'
-    AND COLUMN_NAME = 'stage'
-);
-
--- 1. 新增列（已存在则跳过）
-SET @sql := IF(@has_stage = 0,
-  'ALTER TABLE `yz_backend_crm_follow` ADD COLUMN `stage` tinyint(4) NOT NULL DEFAULT 1 COMMENT ''创建阶段：1线索/2商机/3项目'' AFTER `related_name`',
-  'SELECT ''skip: stage 列已存在'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 2. 历史数据回填（仅在首次新增列时执行；按当前 related_type 近似推断）
-SET @sql := IF(@has_stage = 0,
-  'UPDATE `yz_backend_crm_follow` SET `stage` = `related_type` WHERE `related_type` IN (2, 3)',
-  'SELECT ''skip: 回填已完成过'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 3. 核对：各阶段记录数
-SELECT `stage`, COUNT(*) AS `cnt`
-FROM `yz_backend_crm_follow`
-WHERE `delete_time` IS NULL
-GROUP BY `stage`
-ORDER BY `stage`;
diff --git a/sql/alter_crm_pipeline_add_contact_position.sql b/sql/alter_crm_pipeline_add_contact_position.sql
deleted file mode 100644
index 41ca374..0000000
--- a/sql/alter_crm_pipeline_add_contact_position.sql
+++ /dev/null
@@ -1,42 +0,0 @@
--- =============================================================================
--- 为 CRM 业务管线（线索/商机/项目）增加「对接人职位」字段 contact_position
---
--- 说明：
---   - 幂等：列已存在时自动跳过，不会报 Duplicate column 错误；
---   - 只增加字段，不改动任何已有数据；
---   - 若尚未建表，直接执行 yz_backend_crm_pipeline.sql 已包含该字段，无需本脚本。
--- =============================================================================
-
-SET NAMES utf8mb4;
-
--- 1. 线索
-SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_clue' AND COLUMN_NAME = 'contact_position');
-SET @sql := IF(@has_col = 0,
-  'ALTER TABLE `yz_backend_crm_clue` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
-  'SELECT ''skip: yz_backend_crm_clue.contact_position 已存在'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 2. 商机
-SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_business' AND COLUMN_NAME = 'contact_position');
-SET @sql := IF(@has_col = 0,
-  'ALTER TABLE `yz_backend_crm_business` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
-  'SELECT ''skip: yz_backend_crm_business.contact_position 已存在'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 3. 项目
-SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
-  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_project' AND COLUMN_NAME = 'contact_position');
-SET @sql := IF(@has_col = 0,
-  'ALTER TABLE `yz_backend_crm_project` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
-  'SELECT ''skip: yz_backend_crm_project.contact_position 已存在'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 4. 核对：三张表的 contact_position 字段
-SELECT TABLE_NAME, COLUMN_NAME, COLUMN_TYPE, COLUMN_COMMENT
-FROM information_schema.COLUMNS
-WHERE TABLE_SCHEMA = DATABASE()
-  AND TABLE_NAME IN ('yz_backend_crm_clue', 'yz_backend_crm_business', 'yz_backend_crm_project')
-  AND COLUMN_NAME = 'contact_position'
-ORDER BY TABLE_NAME;
diff --git a/sql/alter_crm_project_add_doc_category.sql b/sql/alter_crm_project_add_doc_category.sql
deleted file mode 100644
index b496f6f..0000000
--- a/sql/alter_crm_project_add_doc_category.sql
+++ /dev/null
@@ -1,14 +0,0 @@
--- -----------------------------------------------------------------------------
--- 项目文档（CRM 项目 ↔ OA 文档库绑定）
---
--- 在项目表上增加文档库文件夹分类ID：
---   指向 yz_backend_oa_doc_category 中「共享文档 / 项目文档 / {项目名称}」这条分类。
---   项目建立时自动在文档库中创建同名文件夹并回写该列；
---   存量项目（为 0）在打开「项目文档」或项目详情时自动补建。
---   项目改名时同步重命名文档库文件夹。
---
--- 注：新建库时该列已包含在 yz_backend_crm_pipeline.sql 中，此脚本用于已有库升级。
--- 后端启动时也会自动补列（models.EnsureCrmProjectDocColumn），可不必手工执行。
--- -----------------------------------------------------------------------------
-ALTER TABLE `yz_backend_crm_project`
-  ADD COLUMN `doc_category_id` bigint(20) UNSIGNED NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID（共享文档/项目文档/{项目名称}）';
diff --git a/sql/alter_crm_rename_to_backend_prefix.sql b/sql/alter_crm_rename_to_backend_prefix.sql
deleted file mode 100644
index 4411448..0000000
--- a/sql/alter_crm_rename_to_backend_prefix.sql
+++ /dev/null
@@ -1,69 +0,0 @@
--- =============================================================================
--- CRM 业务管线表名规范化：yz_tenant_crm_* → yz_backend_crm_*
---
--- 目的：与 yz_backend_erp_*、yz_backend_contact_company 等保持统一前缀，便于查找维护。
---
--- 映射：
---   yz_tenant_crm_clue           → yz_backend_crm_clue
---   yz_tenant_crm_business       → yz_backend_crm_business
---   yz_tenant_crm_project        → yz_backend_crm_project
---   yz_tenant_crm_follow         → yz_backend_crm_follow
---   yz_tenant_crm_attach         → yz_backend_crm_attach
---   yz_tenant_crm_entity_contact → yz_backend_crm_entity_contact
---   yz_tenant_crm_operate_log    → yz_backend_crm_operate_log
---
--- 说明：
---   - RENAME TABLE 是原子改名，数据、索引、自增全部原样保留，不会丢数据；
---   - 幂等：新表已存在或旧表不存在时自动跳过；
---   - 注意：需与新版后端一起发布（模型表名已指向 yz_backend_crm_*）。
--- =============================================================================
-
-SET NAMES utf8mb4;
-
--- 1. 线索
-SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_clue');
-SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_clue');
-SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_clue` TO `yz_backend_crm_clue`', 'SELECT ''skip: clue'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 2. 商机
-SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_business');
-SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_business');
-SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_business` TO `yz_backend_crm_business`', 'SELECT ''skip: business'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 3. 项目
-SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_project');
-SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_project');
-SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_project` TO `yz_backend_crm_project`', 'SELECT ''skip: project'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 4. 回访/跟进记录
-SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_follow');
-SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_follow');
-SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_follow` TO `yz_backend_crm_follow`', 'SELECT ''skip: follow'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 5. 附件
-SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_attach');
-SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_attach');
-SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_attach` TO `yz_backend_crm_attach`', 'SELECT ''skip: attach'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 6. 联系人
-SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_entity_contact');
-SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_entity_contact');
-SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_entity_contact` TO `yz_backend_crm_entity_contact`', 'SELECT ''skip: entity_contact'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 7. 操作日志
-SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_operate_log');
-SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_operate_log');
-SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_operate_log` TO `yz_backend_crm_operate_log`', 'SELECT ''skip: operate_log'' AS note');
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- 8. 核对结果
-SELECT TABLE_NAME, TABLE_ROWS, CREATE_TIME
-FROM information_schema.TABLES
-WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME LIKE 'yz_%crm_%'
-ORDER BY TABLE_NAME;
diff --git a/sql/alter_employee_file_add_cert_photos.sql b/sql/alter_employee_file_add_cert_photos.sql
deleted file mode 100644
index 6a35875..0000000
--- a/sql/alter_employee_file_add_cert_photos.sql
+++ /dev/null
@@ -1,8 +0,0 @@
--- 员工档案主表增加证照字段：身份证正反面、学历照片。
--- 仅在已执行过 yz_backend_employee_file.sql 建表时执行本脚本；
--- 未建表的库直接执行最新版 yz_backend_employee_file.sql 即可，无需本脚本。
-
-ALTER TABLE `yz_backend_employee_file`
-  ADD COLUMN `id_card_front` varchar(500) NOT NULL DEFAULT '' COMMENT '身份证正面(人像面)图片URL' AFTER `id_card`,
-  ADD COLUMN `id_card_back` varchar(500) NOT NULL DEFAULT '' COMMENT '身份证反面(国徽面)图片URL' AFTER `id_card_front`,
-  ADD COLUMN `education_photo` varchar(500) NOT NULL DEFAULT '' COMMENT '学历照片URL' AFTER `id_card_back`;
diff --git a/sql/alter_equipment_add_heartbeat.sql b/sql/alter_equipment_add_heartbeat.sql
deleted file mode 100644
index 91587c1..0000000
--- a/sql/alter_equipment_add_heartbeat.sql
+++ /dev/null
@@ -1,8 +0,0 @@
--- 为设备表添加心跳时间字段，用于实时判断设备是否在线
--- 在线判断逻辑：last_heartbeat_at 在 5 分钟以内 = 在线，否则 = 离线
-ALTER TABLE `yz_platform_cursor_equipment`
-  ADD COLUMN `last_heartbeat_at` DATETIME NULL DEFAULT NULL COMMENT '最后心跳时间（客户端定期上报）' AFTER `update_time`;
-
--- 可选：加索引，便于管理后台统计在线设备数
-ALTER TABLE `yz_platform_cursor_equipment`
-  ADD INDEX `idx_last_heartbeat_at` (`last_heartbeat_at`);
diff --git a/sql/alter_notebook_add_pinned.sql b/sql/alter_notebook_add_pinned.sql
deleted file mode 100644
index 652b834..0000000
--- a/sql/alter_notebook_add_pinned.sql
+++ /dev/null
@@ -1,14 +0,0 @@
--- 记事本表增加置顶字段（兼容已有数据库）
--- 已存在字段时请跳过对应 ALTER 语句。
-
-ALTER TABLE `yz_platform_notebook`
-  ADD COLUMN `pinned` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否置顶 0-否 1-是' AFTER `content`;
-
-ALTER TABLE `yz_platform_notebook`
-  ADD KEY `idx_pinned` (`pinned`);
-
-ALTER TABLE `yz_backend_notebook`
-  ADD COLUMN `pinned` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否置顶 0-否 1-是' AFTER `content`;
-
-ALTER TABLE `yz_backend_notebook`
-  ADD KEY `idx_pinned` (`pinned`);
diff --git a/sql/alter_oa_schedule_add_carry.sql b/sql/alter_oa_schedule_add_carry.sql
deleted file mode 100644
index 01a6183..0000000
--- a/sql/alter_oa_schedule_add_carry.sql
+++ /dev/null
@@ -1,19 +0,0 @@
--- 日程表增加"顺延到下一天"相关字段（兼容已有数据库）
--- 已存在字段时请跳过对应 ALTER 语句。
--- 作用：当天没做完的日程可一键顺延，原日程标记完成（carry_over=1），
--- 并在目标日期自动生成一条待办（source_id 指向源头日程）继续跟进。
-
-ALTER TABLE `yz_backend_oa_schedule`
-  ADD COLUMN `source_id` bigint unsigned NOT NULL DEFAULT '0' COMMENT '顺延来源日程ID 0-原始日程' AFTER `finish_time`;
-
-ALTER TABLE `yz_backend_oa_schedule`
-  ADD COLUMN `carry_over` tinyint NOT NULL DEFAULT '0' COMMENT '是否已顺延到下一天 0-否 1-是' AFTER `source_id`;
-
-ALTER TABLE `yz_backend_oa_schedule`
-  ADD COLUMN `carry_count` int NOT NULL DEFAULT '0' COMMENT '累计顺延次数' AFTER `carry_over`;
-
-ALTER TABLE `yz_backend_oa_schedule`
-  ADD COLUMN `carry_to_date` varchar(10) NOT NULL DEFAULT '' COMMENT '顺延目标日期(YYYY-MM-DD)' AFTER `carry_count`;
-
-ALTER TABLE `yz_backend_oa_schedule`
-  ADD KEY `idx_source_id` (`source_id`);
diff --git a/sql/alter_password_store_to_multi_accounts.sql b/sql/alter_password_store_to_multi_accounts.sql
deleted file mode 100644
index a041376..0000000
--- a/sql/alter_password_store_to_multi_accounts.sql
+++ /dev/null
@@ -1,78 +0,0 @@
--- ============================================================
--- 密码存储：单账号结构 -> 一个平台挂载多个账号（accounts JSON）
---
--- 使用说明：
---   1. 先备份：
---      mysqldump -u用户 -p 库名 yz_platform_password_store yz_backend_password_store > pwd_backup.sql
---   2. 按顺序执行下面的「第 1 步」「第 2 步」「第 3 步」。
---   3. 如果某条 ALTER 报 "Duplicate column name 'accounts'"，说明该列已存在，
---      忽略该条错误继续往下执行即可。
---   4. 「第 4 步」删除旧列不可逆，确认页面数据显示正常后再手动执行。
--- ============================================================
-
-
--- ---------- 第 1 步：新增 accounts 列 ----------
--- 报 Duplicate column name 表示已加过，忽略即可。
-
-ALTER TABLE `yz_platform_password_store`
-  ADD COLUMN `accounts` longtext NULL
-  COMMENT '账号列表JSON: [{"username":"","password":"","registration_info":"","remark":""}]'
-  AFTER `url`;
-
-ALTER TABLE `yz_backend_password_store`
-  ADD COLUMN `accounts` longtext NULL
-  COMMENT '账号列表JSON: [{"username":"","password":"","registration_info":"","remark":""}]'
-  AFTER `url`;
-
--- 旧表可能没有 delete_time 列，模型里有该字段，一并补上。
--- 报 Duplicate column name 同样忽略。
-ALTER TABLE `yz_platform_password_store` ADD COLUMN `delete_time` datetime NULL;
-ALTER TABLE `yz_backend_password_store`  ADD COLUMN `delete_time` datetime NULL;
-
-
--- ---------- 第 2 步：把旧的单账号数据搬进 accounts ----------
--- 只处理 accounts 仍为空、且旧列确实有内容的行，包装成只含一条账号的 JSON 数组。
--- 如果报 Unknown column 'username'，说明旧列已经删掉了，无需迁移，跳过这两条。
-
-UPDATE `yz_platform_password_store`
-  SET `accounts` = JSON_ARRAY(JSON_OBJECT(
-    'username',          IFNULL(`username`, ''),
-    'password',          IFNULL(`password`, ''),
-    'registration_info', IFNULL(`registration_info`, ''),
-    'remark',            ''
-  ))
-  WHERE (`accounts` IS NULL OR `accounts` = '' OR `accounts` = '[]')
-    AND (IFNULL(`username`, '') <> ''
-      OR IFNULL(`password`, '') <> ''
-      OR IFNULL(`registration_info`, '') <> '');
-
-UPDATE `yz_backend_password_store`
-  SET `accounts` = JSON_ARRAY(JSON_OBJECT(
-    'username',          IFNULL(`username`, ''),
-    'password',          IFNULL(`password`, ''),
-    'registration_info', IFNULL(`registration_info`, ''),
-    'remark',            ''
-  ))
-  WHERE (`accounts` IS NULL OR `accounts` = '' OR `accounts` = '[]')
-    AND (IFNULL(`username`, '') <> ''
-      OR IFNULL(`password`, '') <> ''
-      OR IFNULL(`registration_info`, '') <> '');
-
-
--- ---------- 第 3 步：accounts 为空的行统一补成空数组 ----------
-
-UPDATE `yz_platform_password_store` SET `accounts` = '[]'
-  WHERE `accounts` IS NULL OR `accounts` = '';
-
-UPDATE `yz_backend_password_store` SET `accounts` = '[]'
-  WHERE `accounts` IS NULL OR `accounts` = '';
-
-
--- ---------- 第 4 步（可选，不可逆）：删除旧的单账号列 ----------
--- 先在页面上确认历史数据都能正常显示，再手动执行下面两条。
--- 旧表这三列是 NOT NULL DEFAULT ''，不删也不影响新代码运行。
-
--- ALTER TABLE `yz_platform_password_store`
---   DROP COLUMN `username`, DROP COLUMN `password`, DROP COLUMN `registration_info`;
--- ALTER TABLE `yz_backend_password_store`
---   DROP COLUMN `username`, DROP COLUMN `password`, DROP COLUMN `registration_info`;
diff --git a/sql/alter_reimbursement_items_add_receipt_amounts.sql b/sql/alter_reimbursement_items_add_receipt_amounts.sql
deleted file mode 100644
index 38ac2d2..0000000
--- a/sql/alter_reimbursement_items_add_receipt_amounts.sql
+++ /dev/null
@@ -1,12 +0,0 @@
--- 报销明细：每张发票对应一个确认金额，与 receipt_file_ids 顺序一一对应（逗号分隔，空位可留空）
--- 示例：receipt_file_ids=357,358  receipt_amounts=98.00,145.00
-
--- 若已有 receipt_urls 列，用这一条：
-ALTER TABLE `yz_backend_reimbursement_items`
-  ADD COLUMN `receipt_amounts` varchar(500) NOT NULL DEFAULT '' COMMENT '票据金额，逗号分隔，与 receipt_file_ids 对应' AFTER `receipt_urls`;
-
--- 若上面报错 Unknown column 'receipt_urls'，改用这一条（放在 receipt_file_ids 后面）：
--- ALTER TABLE `yz_backend_reimbursement_items`
---   ADD COLUMN `receipt_amounts` varchar(500) NOT NULL DEFAULT '' COMMENT '票据金额，逗号分隔，与 receipt_file_ids 对应' AFTER `receipt_file_ids`;
-
--- 若报错 Duplicate column name 'receipt_amounts'，说明字段已存在，无需重复执行。
diff --git a/sql/alter_reimbursement_items_add_receipt_file_ids.sql b/sql/alter_reimbursement_items_add_receipt_file_ids.sql
deleted file mode 100644
index 16fdd5b..0000000
--- a/sql/alter_reimbursement_items_add_receipt_file_ids.sql
+++ /dev/null
@@ -1,3 +0,0 @@
--- 报销明细发票关联统一文件表 yz_system_files（逗号分隔多个文件 ID）
-ALTER TABLE `yz_backend_reimbursement_items`
-  ADD COLUMN `receipt_file_ids` varchar(500) NOT NULL DEFAULT '' COMMENT '关联 yz_system_files.id，逗号分隔' AFTER `receipt_flag`;
diff --git a/sql/alter_reimbursement_items_add_receipt_urls.sql b/sql/alter_reimbursement_items_add_receipt_urls.sql
deleted file mode 100644
index 0c4ff72..0000000
--- a/sql/alter_reimbursement_items_add_receipt_urls.sql
+++ /dev/null
@@ -1,3 +0,0 @@
--- 票据地址（多个 URL 逗号分隔，与 receipt_file_ids 对应）
-ALTER TABLE `yz_backend_reimbursement_items`
-  ADD COLUMN `receipt_urls` varchar(500) NOT NULL DEFAULT '' COMMENT '票据文件地址，逗号分隔' AFTER `receipt_file_ids`;
diff --git a/sql/alter_reimbursement_items_drop_receipt_file_id.sql b/sql/alter_reimbursement_items_drop_receipt_file_id.sql
deleted file mode 100644
index 652b9d8..0000000
--- a/sql/alter_reimbursement_items_drop_receipt_file_id.sql
+++ /dev/null
@@ -1,12 +0,0 @@
--- 报销明细发票：统一使用 receipt_file_ids，移除 receipt_file_id
--- 若已存在 receipt_file_id 列，先合并数据再删除
-
-UPDATE `yz_backend_reimbursement_items`
-SET `receipt_file_ids` = CAST(`receipt_file_id` AS CHAR)
-WHERE (`receipt_file_ids` = '' OR `receipt_file_ids` IS NULL)
-  AND `receipt_file_id` IS NOT NULL
-  AND `receipt_file_id` > 0;
-
-ALTER TABLE `yz_backend_reimbursement_items`
-  DROP INDEX `idx_receipt_file_id`,
-  DROP COLUMN `receipt_file_id`;
diff --git a/sql/alter_reimbursement_items_rename_receipt_url.sql b/sql/alter_reimbursement_items_rename_receipt_url.sql
deleted file mode 100644
index 3812d39..0000000
--- a/sql/alter_reimbursement_items_rename_receipt_url.sql
+++ /dev/null
@@ -1,6 +0,0 @@
--- receipt_url 重命名为 receipt_urls（与代码字段一致）
-ALTER TABLE `yz_backend_reimbursement_items`
-  CHANGE COLUMN `receipt_url` `receipt_urls` varchar(500) NOT NULL DEFAULT '' COMMENT '票据文件地址，逗号分隔';
-
-ALTER TABLE `yz_backend_reimbursement_items`
-  DROP INDEX `idx_receipt_url`;
diff --git a/sql/alter_reimbursements_drop_title_expense_type.sql b/sql/alter_reimbursements_drop_title_expense_type.sql
deleted file mode 100644
index 7225f08..0000000
--- a/sql/alter_reimbursements_drop_title_expense_type.sql
+++ /dev/null
@@ -1,7 +0,0 @@
--- 移除报销主表不再使用的字段：报销事由(title)、主表费用类型(expense_type)
--- 费用明细表 yz_backend_reimbursement_items 的 expense_type 保留不变
-
-ALTER TABLE `yz_backend_reimbursements`
-  DROP INDEX `idx_expense_type`,
-  DROP COLUMN `title`,
-  DROP COLUMN `expense_type`;
diff --git a/sql/alter_tenant_domain_add_custom.sql b/sql/alter_tenant_domain_add_custom.sql
deleted file mode 100644
index 6605d63..0000000
--- a/sql/alter_tenant_domain_add_custom.sql
+++ /dev/null
@@ -1,39 +0,0 @@
--- 租户域名表增加「自有域名绑定 + 自动 HTTPS」所需字段（兼容已有数据库）
--- 已存在字段时请跳过对应 ALTER 语句。
--- 对应模型：go/models/system_tenant_domain.go
-
--- 域名类型：1-平台二级域名（历史数据默认值即为 1）2-租户自有域名
-ALTER TABLE `yz_system_tenant_domain`
-  ADD COLUMN `domain_type` tinyint(1) NOT NULL DEFAULT '1' COMMENT '域名类型 1-平台二级域名 2-自有域名' AFTER `tid`;
-
--- 证书状态：0-待处理 1-签发中 2-已签发 3-签发失败
-ALTER TABLE `yz_system_tenant_domain`
-  ADD COLUMN `ssl_status` tinyint(1) NOT NULL DEFAULT '0' COMMENT '证书状态 0-待处理 1-签发中 2-已签发 3-失败' AFTER `status`;
-
-ALTER TABLE `yz_system_tenant_domain`
-  ADD COLUMN `ssl_expire_at` datetime DEFAULT NULL COMMENT '证书到期时间' AFTER `ssl_status`;
-
-ALTER TABLE `yz_system_tenant_domain`
-  ADD COLUMN `ssl_error` varchar(500) DEFAULT NULL COMMENT '最近一次签发失败原因' AFTER `ssl_expire_at`;
-
--- DNS 解析校验：0-未检测 1-已通过 2-未通过
-ALTER TABLE `yz_system_tenant_domain`
-  ADD COLUMN `verify_status` tinyint(1) NOT NULL DEFAULT '0' COMMENT 'DNS校验 0-未检测 1-已通过 2-未通过' AFTER `ssl_error`;
-
-ALTER TABLE `yz_system_tenant_domain`
-  ADD COLUMN `verify_msg` varchar(500) DEFAULT NULL COMMENT '最近一次DNS检测说明' AFTER `verify_status`;
-
-ALTER TABLE `yz_system_tenant_domain`
-  ADD COLUMN `last_verify_at` datetime DEFAULT NULL COMMENT '最近一次DNS检测时间' AFTER `verify_msg`;
-
--- 索引：按 Host 查租户是官网渲染的热路径；域名类型用于「同类型只能一条」的判断
--- 注意：这里用普通索引而非唯一索引，避免历史脏数据（含软删重复域名）导致 ALTER 失败；
--- 域名唯一性由应用层 bindCustom / apply 接口校验。
-ALTER TABLE `yz_system_tenant_domain`
-  ADD KEY `idx_full_domain` (`full_domain`);
-
-ALTER TABLE `yz_system_tenant_domain`
-  ADD KEY `idx_tid_domain_type` (`tid`, `domain_type`);
-
-ALTER TABLE `yz_system_tenant_domain`
-  ADD KEY `idx_ssl_status` (`ssl_status`);
diff --git a/sql/cleanup_cms_auto_categories.sql b/sql/cleanup_cms_auto_categories.sql
deleted file mode 100644
index 195062d..0000000
--- a/sql/cleanup_cms_auto_categories.sql
+++ /dev/null
@@ -1,7 +0,0 @@
--- 清理旧版本自动插入的文章分类（旧代码 cmsEnsureTables 每次请求都会调
--- EnsureCmsArticleDefaultCategories，向 yz_cms_article_category 插入
--- tid=0 的「文章中心」「新闻中心」，导致刷新页面分类不断增多）。
--- 新代码已移除该逻辑，分类完全由后台手动维护。
--- 执行前请先备份；如需保留其中一条，请自行注释对应语句。
-
-DELETE FROM yz_cms_article_category WHERE tid = 0 AND `name` IN ('文章中心', '新闻中心');
diff --git a/sql/fix_crm_owner_user_name.sql b/sql/fix_crm_owner_user_name.sql
deleted file mode 100644
index c3b1c0b..0000000
--- a/sql/fix_crm_owner_user_name.sql
+++ /dev/null
@@ -1,102 +0,0 @@
--- =============================================================================
--- 修正「负责人 / 回访人 / 上传人」姓名：把登录账号刷成真实姓名
---
--- 背景：
---   历史代码把 JWT 里的 Username（登录账号，如 hero920103）写进了
---   owner_user_name / last_owner_name 等字段，导致界面显示账号而不是人名。
---   后端已改为按 uid 查 yz_system_tenant_user.name 写入真实姓名，
---   本脚本用于修正存量数据。
---
--- 说明：
---   - 按 tenant_id + owner_user_id(uid) 关联 yz_system_tenant_user 取 name；
---   - 只更新「能匹配到用户且姓名非空」的记录，不动其它数据；
---   - 幂等，可重复执行（姓名已一致的行不会被更新）。
--- =============================================================================
-
-SET NAMES utf8mb4;
-
--- 1. 客户：负责人姓名
-UPDATE `yz_backend_erp_customer` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
-SET c.`owner_user_name` = u.`name`
-WHERE c.`owner_user_id` IS NOT NULL AND c.`owner_user_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
-
--- 2. 客户：公海记录里的「原负责人」姓名
-UPDATE `yz_backend_erp_customer` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
-SET c.`last_owner_name` = u.`name`
-WHERE c.`owner_user_id` IS NOT NULL AND c.`owner_user_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND c.`last_owner_name` IS NOT NULL AND c.`last_owner_name` <> ''
-  AND c.`last_owner_name` <> u.`name`;
-
--- 3. 线索：负责人姓名
-UPDATE `yz_backend_crm_clue` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
-SET c.`owner_user_name` = u.`name`
-WHERE c.`owner_user_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
-
--- 4. 商机：负责人姓名
-UPDATE `yz_backend_crm_business` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
-SET c.`owner_user_name` = u.`name`
-WHERE c.`owner_user_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
-
--- 5. 项目：负责人姓名
-UPDATE `yz_backend_crm_project` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
-SET c.`owner_user_name` = u.`name`
-WHERE c.`owner_user_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
-
--- 6. 回访记录：回访人姓名
-UPDATE `yz_backend_crm_follow` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
-SET c.`owner_user_name` = u.`name`
-WHERE c.`owner_user_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
-
--- 7. 附件：上传人姓名
-UPDATE `yz_backend_crm_attach` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`uploader_id` AS UNSIGNED)
-SET c.`uploader_name` = u.`name`
-WHERE c.`uploader_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND (c.`uploader_name` IS NULL OR c.`uploader_name` <> u.`name`);
-
--- 8. 操作日志：操作人姓名
-UPDATE `yz_backend_crm_operate_log` c
-JOIN `yz_system_tenant_user` u
-  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
- AND u.`uid` = CAST(c.`operator_id` AS UNSIGNED)
-SET c.`operator_name` = u.`name`
-WHERE c.`operator_id` <> ''
-  AND u.`name` IS NOT NULL AND u.`name` <> ''
-  AND (c.`operator_name` IS NULL OR c.`operator_name` <> u.`name`);
-
--- 9. 核对：客户负责人分布
-SELECT `owner_user_id`, `owner_user_name`, COUNT(*) AS `cnt`
-FROM `yz_backend_erp_customer`
-GROUP BY `owner_user_id`, `owner_user_name`;
diff --git a/sql/rename_erp_tables_to_backend_organization.sql b/sql/rename_erp_tables_to_backend_organization.sql
deleted file mode 100644
index 60f72d0..0000000
--- a/sql/rename_erp_tables_to_backend_organization.sql
+++ /dev/null
@@ -1,193 +0,0 @@
--- 组织架构模块：表名去掉 erp 字样，改为租户端通用命名
---   yz_backend_erp_organization -> yz_backend_organization
---   yz_backend_erp_employee     -> yz_backend_employee
---   yz_backend_erp_position     -> yz_backend_position
---
--- 组织架构由进销存（ERP）与办公自动化（OA）共用同一份数据，通过 tid 实现租户间隔离。
--- 执行前请确认当前数据库字符集为 utf8mb4，并先备份这三张表。
---
--- 说明：脚本可重复执行。如果旧表不存在（全新环境），RENAME 会被跳过，
---       后面的 CREATE TABLE IF NOT EXISTS 会建出目标表结构。
-
--- ---------------------------------------------------------------------------
--- 1. 重命名已有表（仅当旧表存在且新表不存在时执行）
--- ---------------------------------------------------------------------------
-
-SET @schema := DATABASE();
-
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.TABLES
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_erp_organization') = 1
-  AND (SELECT COUNT(*) FROM information_schema.TABLES
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_organization') = 0,
-  'RENAME TABLE `yz_backend_erp_organization` TO `yz_backend_organization`',
-  'SELECT "skip: yz_backend_organization"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.TABLES
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_erp_employee') = 1
-  AND (SELECT COUNT(*) FROM information_schema.TABLES
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_employee') = 0,
-  'RENAME TABLE `yz_backend_erp_employee` TO `yz_backend_employee`',
-  'SELECT "skip: yz_backend_employee"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.TABLES
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_erp_position') = 1
-  AND (SELECT COUNT(*) FROM information_schema.TABLES
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_position') = 0,
-  'RENAME TABLE `yz_backend_erp_position` TO `yz_backend_position`',
-  'SELECT "skip: yz_backend_position"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- ---------------------------------------------------------------------------
--- 2. 全新环境建表（旧表不存在时生效）
--- ---------------------------------------------------------------------------
-
-CREATE TABLE IF NOT EXISTS `yz_backend_organization` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '租户ID(数据隔离)',
-  `org_name` varchar(128) NOT NULL DEFAULT '' COMMENT '组织名称',
-  `org_code` varchar(64) NOT NULL DEFAULT '' COMMENT '组织编码(租户内唯一)',
-  `parent_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '上级组织ID，0为顶级',
-  `sort` int(11) unsigned NOT NULL DEFAULT '0' COMMENT '排序，越小越靠前',
-  `leader_id` bigint(20) unsigned DEFAULT NULL COMMENT '负责人(员工ID)',
-  `is_company` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否企业单位：1-是 0-部门',
-  `status` tinyint(1) NOT NULL DEFAULT '1' COMMENT '状态：1-启用 0-禁用',
-  `remark` varchar(512) DEFAULT NULL COMMENT '备注',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间(软删除)',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_tid` (`tid`) USING BTREE,
-  KEY `idx_tid_code` (`tid`,`org_code`) USING BTREE,
-  KEY `idx_parent_id` (`parent_id`) USING BTREE,
-  KEY `idx_is_company` (`is_company`) USING BTREE,
-  KEY `idx_status` (`status`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='组织架构表(ERP与OA共用)';
-
-CREATE TABLE IF NOT EXISTS `yz_backend_employee` (
-  `id` int(11) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int(11) DEFAULT NULL COMMENT '租户ID(数据隔离)',
-  `account` varchar(50) NOT NULL DEFAULT '' COMMENT '登录账号(租户内唯一)',
-  `password` varchar(64) NOT NULL DEFAULT '' COMMENT '密码(sha256 hex)',
-  `name` varchar(30) NOT NULL DEFAULT '' COMMENT '姓名',
-  `gender` tinyint(1) NOT NULL DEFAULT '0' COMMENT '性别：0-未知 1-男 2-女',
-  `birthday` date DEFAULT NULL COMMENT '生日',
-  `affiliate_unit` varchar(100) DEFAULT NULL COMMENT '隶属单位(组织ID)',
-  `department` varchar(50) DEFAULT NULL COMMENT '部门(组织ID)',
-  `position` varchar(50) DEFAULT NULL COMMENT '职位',
-  `education` varchar(20) DEFAULT NULL COMMENT '学历',
-  `nation` varchar(20) DEFAULT NULL COMMENT '民族',
-  `phone` varchar(20) DEFAULT NULL COMMENT '手机号',
-  `wechat` varchar(50) DEFAULT NULL COMMENT '微信',
-  `email` varchar(100) DEFAULT NULL COMMENT '邮箱',
-  `home_address` varchar(255) DEFAULT NULL COMMENT '家庭住址',
-  `account_status` tinyint(1) NOT NULL DEFAULT '1' COMMENT '账号状态：1-启用 0-禁用 2-离职',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间(软删除)',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_tid` (`tid`) USING BTREE,
-  KEY `idx_tid_account` (`tid`,`account`) USING BTREE,
-  KEY `idx_department` (`department`) USING BTREE,
-  KEY `idx_affiliate_unit` (`affiliate_unit`) USING BTREE,
-  KEY `idx_account_status` (`account_status`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='员工信息表(ERP与OA共用)';
-
-CREATE TABLE IF NOT EXISTS `yz_backend_position` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '租户ID(数据隔离)',
-  `department_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '所属部门(组织ID)',
-  `position_code` varchar(50) NOT NULL DEFAULT '' COMMENT '职位编码(租户内唯一)',
-  `position_name` varchar(100) NOT NULL DEFAULT '' COMMENT '职位名称',
-  `position_type` tinyint(1) NOT NULL DEFAULT '0' COMMENT '职位类型：0-普通 1-主管 2-负责人',
-  `status` tinyint(1) NOT NULL DEFAULT '1' COMMENT '状态：1-启用 0-禁用',
-  `sort` int(11) unsigned NOT NULL DEFAULT '0' COMMENT '排序，越小越靠前',
-  `remark` varchar(512) DEFAULT NULL COMMENT '备注',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间(软删除)',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_tid` (`tid`) USING BTREE,
-  KEY `idx_tid_code` (`tid`,`position_code`) USING BTREE,
-  KEY `idx_department_id` (`department_id`) USING BTREE,
-  KEY `idx_status` (`status`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='职位表(ERP与OA共用)';
-
--- ---------------------------------------------------------------------------
--- 3. 补齐旧表缺失的字段与索引（重命名后的表可能来自更早的版本）
--- ---------------------------------------------------------------------------
-
--- yz_backend_position 新增 remark / delete_time
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.COLUMNS
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_position'
-       AND COLUMN_NAME = 'remark') = 0,
-  'ALTER TABLE `yz_backend_position` ADD COLUMN `remark` varchar(512) DEFAULT NULL COMMENT ''备注'' AFTER `sort`',
-  'SELECT "skip: yz_backend_position.remark"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.COLUMNS
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_position'
-       AND COLUMN_NAME = 'delete_time') = 0,
-  'ALTER TABLE `yz_backend_position` ADD COLUMN `delete_time` datetime DEFAULT NULL COMMENT ''删除时间(软删除)''',
-  'SELECT "skip: yz_backend_position.delete_time"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.STATISTICS
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_position'
-       AND INDEX_NAME = 'idx_tid_code') = 0,
-  'ALTER TABLE `yz_backend_position` ADD INDEX `idx_tid_code` (`tid`,`position_code`) USING BTREE',
-  'SELECT "skip: yz_backend_position.idx_tid_code"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.STATISTICS
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_organization'
-       AND INDEX_NAME = 'idx_tid_code') = 0,
-  'ALTER TABLE `yz_backend_organization` ADD INDEX `idx_tid_code` (`tid`,`org_code`) USING BTREE',
-  'SELECT "skip: yz_backend_organization.idx_tid_code"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
-SET @sql := IF(
-  (SELECT COUNT(*) FROM information_schema.STATISTICS
-     WHERE TABLE_SCHEMA = @schema AND TABLE_NAME = 'yz_backend_employee'
-       AND INDEX_NAME = 'idx_tid_account') = 0,
-  'ALTER TABLE `yz_backend_employee` ADD INDEX `idx_tid_account` (`tid`,`account`) USING BTREE',
-  'SELECT "skip: yz_backend_employee.idx_tid_account"'
-);
-PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
-
--- ---------------------------------------------------------------------------
--- 4. 组织架构设置存放在 yz_backend_normal_setting，按 backend_org_settings_{tid} 区分租户
---    这里只保证该表存在，具体记录由后端首次保存设置时写入。
--- ---------------------------------------------------------------------------
-
-CREATE TABLE IF NOT EXISTS `yz_backend_normal_setting` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `name` varchar(128) NOT NULL DEFAULT '' COMMENT '配置名称',
-  `value` text COMMENT '配置内容(JSON)',
-  `code` varchar(64) NOT NULL DEFAULT '' COMMENT '配置标识',
-  `remark` varchar(255) NOT NULL DEFAULT '' COMMENT '备注',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间(软删除)',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_code` (`code`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='管理端通用配置表';
diff --git a/sql/seed_employee_file_menu.sql b/sql/seed_employee_file_menu.sql
deleted file mode 100644
index 75544dd..0000000
--- a/sql/seed_employee_file_menu.sql
+++ /dev/null
@@ -1,27 +0,0 @@
--- 员工档案菜单（租户端）：挂在办公自动化模块目录下。
---
--- 前置：yz_system_menu 中已存在 path 为 /apps/oa 的模块目录菜单；
---       若不存在，脚本会自动创建。
--- views 字段：[2] 租户端。type 字段：2-页面。
---
--- 脚本可重复执行：按 path 判重，已存在的菜单会更新组件路径与标题。
-
-INSERT INTO `yz_system_menu` (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT 0, '办公自动化', '/apps/oa', '', 'Document', 31, 1, 1, '[2]', 1, '办公自动化模块'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1 FROM (SELECT * FROM `yz_system_menu`) AS t WHERE t.`path` = '/apps/oa'
-);
-
-SET @oa_pid := (SELECT `id` FROM `yz_system_menu` WHERE `path` = '/apps/oa' ORDER BY `id` LIMIT 1);
-
-INSERT INTO `yz_system_menu` (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT @oa_pid, '员工档案', '/apps/oa/employeefile', '/apps/oa/employeefile/index.vue', 'Postcard', 4, 1, 1, '[2]', 2, '一人一档的人事档案管理'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1 FROM (SELECT * FROM `yz_system_menu`) AS t WHERE t.`path` = '/apps/oa/employeefile'
-);
-
--- 修正已有菜单的组件路径（历史数据可能指向旧组件）
-UPDATE `yz_system_menu` SET `component_path` = '/apps/oa/employeefile/index.vue', `type` = 2, `views` = '[2]'
-  WHERE `path` = '/apps/oa/employeefile';
diff --git a/sql/seed_oa_compensation_menu.sql b/sql/seed_oa_compensation_menu.sql
deleted file mode 100644
index 5f1c0ec..0000000
--- a/sql/seed_oa_compensation_menu.sql
+++ /dev/null
@@ -1,69 +0,0 @@
--- 薪酬管理菜单（租户端）：挂在“办公自动化”模块目录下。
--- 
--- 说明：
--- 1. 本脚本只创建/修正 yz_system_menu 菜单记录，不涉及薪酬业务数据表。
--- 2. 路由由前端根据登录接口返回的菜单数据动态注册；
---    不需要在 backend/src/router/index.js 中增加静态业务路由。
--- 3. 执行完成后，请在角色菜单权限关联表中为目标角色授予“薪酬管理”菜单权限，
---    然后退出重登或清理菜单缓存。
---
--- views： [2] = 租户端
--- type：  1 = 目录，2 = 页面
--- 脚本可重复执行：通过 path 判重，已有记录会被修正为当前配置。
-
--- 确保“办公自动化”父级目录存在。
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  0, '办公自动化', '/apps/oa', '', 'Document', 31, 1, 1, '[2]', 1, '办公自动化模块'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1
-  FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/apps/oa'
-);
-
-SET @oa_pid := (
-  SELECT `id`
-  FROM `yz_system_menu`
-  WHERE `path` = '/apps/oa'
-  ORDER BY `id`
-  LIMIT 1
-);
-
--- 新增“薪酬管理”页面菜单。
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  @oa_pid,
-  '薪酬管理',
-  '/apps/oa/compensation',
-  '/apps/oa/compensation/index.vue',
-  'Money',
-  6,
-  1,
-  1,
-  '[2]',
-  2,
-  '员工薪资档案与月度工资核算'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1
-  FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/apps/oa/compensation'
-);
-
--- 修正历史或手工新增菜单的动态组件路径及基础属性。
-UPDATE `yz_system_menu`
-SET
-  `pid` = @oa_pid,
-  `title` = '薪酬管理',
-  `component_path` = '/apps/oa/compensation/index.vue',
-  `icon` = 'Money',
-  `sort` = 6,
-  `status` = 1,
-  `is_visible` = 1,
-  `views` = '[2]',
-  `type` = 2,
-  `remark` = '员工薪资档案与月度工资核算'
-WHERE `path` = '/apps/oa/compensation';
diff --git a/sql/seed_oa_notice_menu.sql b/sql/seed_oa_notice_menu.sql
deleted file mode 100644
index d086185..0000000
--- a/sql/seed_oa_notice_menu.sql
+++ /dev/null
@@ -1,69 +0,0 @@
--- 通知公告菜单（租户端）：挂在“办公自动化”模块目录下。
---
--- 说明：
--- 1. 本脚本只创建/修正 yz_system_menu 菜单记录，不涉及通知公告业务数据表。
--- 2. 路由由前端根据登录接口返回的菜单数据动态注册；
---    不需要在 backend/src/router/index.js 中增加静态业务路由。
--- 3. 执行完成后，请在角色菜单权限关联表中为目标角色授予“通知公告”菜单权限，
---    然后退出重登或清理菜单缓存。
---
--- views： [2] = 租户端
--- type：  1 = 目录，2 = 页面
--- 脚本可重复执行：通过 path 判重，已有记录会被修正为当前配置。
-
--- 确保“办公自动化”父级目录存在。
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  0, '办公自动化', '/apps/oa', '', 'Document', 31, 1, 1, '[2]', 1, '办公自动化模块'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1
-  FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/apps/oa'
-);
-
-SET @oa_pid := (
-  SELECT `id`
-  FROM `yz_system_menu`
-  WHERE `path` = '/apps/oa'
-  ORDER BY `id`
-  LIMIT 1
-);
-
--- 新增“通知公告”页面菜单。
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  @oa_pid,
-  '通知公告',
-  '/apps/oa/notice',
-  '/apps/oa/notice/index.vue',
-  'Bell',
-  7,
-  1,
-  1,
-  '[2]',
-  2,
-  '通知公告发布与管理'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1
-  FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/apps/oa/notice'
-);
-
--- 修正历史或手工新增菜单的动态组件路径及基础属性。
-UPDATE `yz_system_menu`
-SET
-  `pid` = @oa_pid,
-  `title` = '通知公告',
-  `component_path` = '/apps/oa/notice/index.vue',
-  `icon` = 'Bell',
-  `sort` = 7,
-  `status` = 1,
-  `is_visible` = 1,
-  `views` = '[2]',
-  `type` = 2,
-  `remark` = '通知公告发布与管理'
-WHERE `path` = '/apps/oa/notice';
diff --git a/sql/seed_organization_menus.sql b/sql/seed_organization_menus.sql
deleted file mode 100644
index 82ed7e7..0000000
--- a/sql/seed_organization_menus.sql
+++ /dev/null
@@ -1,91 +0,0 @@
--- 全局基础设置：组织架构、人员管理、职位管理
--- 三项功能使用统一组织数据，统一归入全局“基础设置”，不再隶属 OA 或 ERP。
--- views：[2] 租户后台；type：1-目录，2-页面。
--- 可重复执行。最后会删除 OA / ERP 下的历史重复页面菜单。
-
--- 1. 确保全局“基础设置”目录存在
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  0, '基础设置', '/basic-settings', '', 'Setting', 20, 1, 1, '[2]', 1, '全局基础数据维护'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1 FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/basic-settings'
-);
-
-SET @basic_settings_pid := (
-  SELECT `id` FROM `yz_system_menu`
-  WHERE `path` = '/basic-settings'
-  ORDER BY `id` LIMIT 1
-);
-
--- 2. 创建全局入口
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  @basic_settings_pid, '组织架构', '/basic-settings/organization',
-  '/basicSettings/organization/index.vue', 'OfficeBuilding', 1, 1, 1, '[2]', 2,
-  '全局组织架构维护，与所有业务模块共用'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1 FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/basic-settings/organization'
-);
-
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  @basic_settings_pid, '人员管理', '/basic-settings/employee',
-  '/basicSettings/employee/index.vue', 'User', 2, 1, 1, '[2]', 2,
-  '全局人员维护，与所有业务模块共用'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1 FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/basic-settings/employee'
-);
-
-INSERT INTO `yz_system_menu`
-  (`pid`, `title`, `path`, `component_path`, `icon`, `sort`, `status`, `is_visible`, `views`, `type`, `remark`)
-SELECT
-  @basic_settings_pid, '职位管理', '/basic-settings/position',
-  '/basicSettings/position/index.vue', 'Postcard', 3, 1, 1, '[2]', 2,
-  '全局职位维护，与所有业务模块共用'
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1 FROM (SELECT * FROM `yz_system_menu`) AS t
-  WHERE t.`path` = '/basic-settings/position'
-);
-
--- 3. 修正已存在的全局入口
-UPDATE `yz_system_menu`
-SET `pid` = @basic_settings_pid, `title` = '组织架构',
-    `component_path` = '/basicSettings/organization/index.vue',
-    `icon` = 'OfficeBuilding', `sort` = 1, `status` = 1, `is_visible` = 1,
-    `views` = '[2]', `type` = 2, `remark` = '全局组织架构维护，与所有业务模块共用'
-WHERE `path` = '/basic-settings/organization';
-
-UPDATE `yz_system_menu`
-SET `pid` = @basic_settings_pid, `title` = '人员管理',
-    `component_path` = '/basicSettings/employee/index.vue',
-    `icon` = 'User', `sort` = 2, `status` = 1, `is_visible` = 1,
-    `views` = '[2]', `type` = 2, `remark` = '全局人员维护，与所有业务模块共用'
-WHERE `path` = '/basic-settings/employee';
-
-UPDATE `yz_system_menu`
-SET `pid` = @basic_settings_pid, `title` = '职位管理',
-    `component_path` = '/basicSettings/position/index.vue',
-    `icon` = 'Postcard', `sort` = 3, `status` = 1, `is_visible` = 1,
-    `views` = '[2]', `type` = 2, `remark` = '全局职位维护，与所有业务模块共用'
-WHERE `path` = '/basic-settings/position';
-
--- 4. 删除历史 OA / ERP 下的重复页面入口，不删除模块目录本身。
-DELETE FROM `yz_system_menu`
-WHERE `path` IN (
-  '/apps/erp/organization',
-  '/apps/erp/employee',
-  '/apps/erp/position',
-  '/apps/oa/organization',
-  '/apps/oa/employee',
-  '/apps/oa/position'
-);
diff --git a/sql/upgrade_yz_system_reminderlist.sql b/sql/upgrade_yz_system_reminderlist.sql
deleted file mode 100644
index 43857ca..0000000
--- a/sql/upgrade_yz_system_reminderlist.sql
+++ /dev/null
@@ -1,12 +0,0 @@
--- 升级已有的 yz_system_reminderlist 表，添加 batch_id 以及发送目标相关字段
-ALTER TABLE `yz_system_reminderlist`
-  ADD COLUMN `batch_id` varchar(64) NOT NULL DEFAULT '' COMMENT '批次号/分组ID' AFTER `delete_time`,
-  ADD COLUMN `target_type` varchar(32) NOT NULL DEFAULT '' COMMENT '发送目标类型: platform, tenant_all, role, tenant' AFTER `batch_id`,
-  ADD COLUMN `target_role_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '目标角色ID' AFTER `target_type`,
-  ADD COLUMN `target_tenant_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '目标租户ID' AFTER `target_role_id`,
-  ADD INDEX `idx_batch` (`batch_id`);
-
--- 初始化已有记录的 batch_id (如果存在空值，使用 create_time 和 sender_id 进行分组初始化)
-UPDATE `yz_system_reminderlist`
-SET `batch_id` = CONCAT(UNIX_TIMESTAMP(COALESCE(`create_time`, NOW())), '_', `sender_id`)
-WHERE `batch_id` = '' OR `batch_id` IS NULL;
diff --git a/sql/yz_backend_crm_contract.sql b/sql/yz_backend_crm_contract.sql
deleted file mode 100644
index 019256d..0000000
--- a/sql/yz_backend_crm_contract.sql
+++ /dev/null
@@ -1,53 +0,0 @@
--- =============================================================================
--- CRM 合同管理：进度式创建（合同信息 / 产品清单），绑定项目或无头合同
--- 对应租户端 backend 页面：/apps/crm/contract
--- 说明：
---   1. project_id 为空即为「无头合同」，否则为「项目合同」；
---   2. our_role：我方角色 1=甲方 2=乙方 3=丙方 4=丁方（当前租户扮演的一方，默认乙方）；
---      party_count：2=双方（甲乙）3=三方（甲乙丙）4=四方（甲乙丙丁）；
---   3. parties / products 以 JSON 文本存储；
---   4. 各部分金额冗余为表字段，由后端按 products 重算，便于统计与排序；
---   5. status：1=草稿（进度式保存中）2=已完成 3=已作废；step 记录创建进度。
--- ⚠️ 安全说明：本脚本只做 CREATE TABLE IF NOT EXISTS，不删除或覆盖任何已有数据，可重复执行。
--- =============================================================================
-
-SET NAMES utf8mb4;
-
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_contract` (
-  `id`               bigint(20)    NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`        varchar(64)   NOT NULL COMMENT '租户ID',
-  `contract_no`      varchar(50)   NOT NULL DEFAULT '' COMMENT '合同编号',
-  `contract_name`    varchar(100)  NOT NULL COMMENT '合同名称',
-  `contract_category` varchar(20)  NOT NULL DEFAULT '' COMMENT '合同分类：1开发/2服务/3销售/4租赁/5采购/6运维/7咨询/8其他',
-  `our_role`         tinyint(4)    NOT NULL DEFAULT '2' COMMENT '我方角色：1甲方/2乙方/3丙方/4丁方（当前租户扮演的一方）',
-  `party_count`      tinyint(4)    NOT NULL DEFAULT '2' COMMENT '合同形式：2双方（甲乙）/3三方（甲乙丙）/4四方（甲乙丙丁）',
-  `project_id`       bigint(20)    DEFAULT NULL COMMENT '关联项目ID（yz_backend_crm_project.id），空=无头合同',
-  `project_name`     varchar(100)  NOT NULL DEFAULT '' COMMENT '项目名称',
-  `owner_user_id`    varchar(64)   NOT NULL DEFAULT '' COMMENT '项目负责人用户ID',
-  `owner_user_name`  varchar(128)  NOT NULL DEFAULT '' COMMENT '项目负责人姓名（默认为创建人）',
-  `sign_date`        date          DEFAULT NULL COMMENT '签订日期',
-  `effective_date`   date          DEFAULT NULL COMMENT '生效日期',
-  `expire_date`      date          DEFAULT NULL COMMENT '结束日期',
-  `parties`          text COMMENT '各方签约主体 JSON：[{role,ref_type,ref_id,ref_name,signer_name,signer_phone}]',
-  `products`         text COMMENT '产品清单 JSON：[{name,category,spec,unit,quantity,price,cost_price,remark}]',
-  `hardware_amount`  decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '硬件部分金额（元）',
-  `software_amount`  decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '软件部分金额（元）',
-  `other_amount`     decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '其他部分金额（服务/开发/其他）（元）',
-  `total_amount`     decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '合同总金额（元）',
-  `total_cost`       decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '产品总成本（元）',
-  `total_profit`     decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '合同总利润（元）',
-  `status`           tinyint(4)    NOT NULL DEFAULT '1' COMMENT '状态：1草稿/2已完成/3已作废/4履约中/5执行异常',
-  `step`             tinyint(4)    NOT NULL DEFAULT '1' COMMENT '进度式创建步骤：1合同信息/2产品清单',
-  `remark`           text COMMENT '备注',
-  `create_user_id`   varchar(64)   NOT NULL DEFAULT '' COMMENT '创建人用户ID',
-  `create_time`      datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`      datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`      datetime      DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_contract_name` (`tenant_id`,`contract_name`),
-  KEY `idx_contract_no` (`tenant_id`,`contract_no`),
-  KEY `idx_project` (`tenant_id`,`project_id`),
-  KEY `idx_status` (`tenant_id`,`status`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM合同表';
diff --git a/sql/yz_backend_crm_pipeline.sql b/sql/yz_backend_crm_pipeline.sql
deleted file mode 100644
index 2cb8b2b..0000000
--- a/sql/yz_backend_crm_pipeline.sql
+++ /dev/null
@@ -1,229 +0,0 @@
--- =============================================================================
--- CRM 业务管线：线索 → 商机 → 项目，回访贯穿全流程
--- 对应租户端 backend 页面：/apps/crm/clue、/apps/crm/business、/apps/crm/project、/apps/crm/follow
--- 说明：
---   1. 线索的「客户名称」暂不关联客户管理（线索阶段尚无价值），
---      线索转化为商机时才把客户名称落地为正式客户（yz_backend_erp_customer）。
---   2. 线索转化商机后会被锁定（locked=1），后续操作都在商机进行。
---   3. 商机转化项目后同样锁定（locked=1）。
---   4. 回访/跟进记录（yz_backend_crm_follow）与附件、联系人、操作日志均为通用多态表，
---      通过 related_type(1线索/2商机/3项目) + related_id 关联。
--- ⚠️ 安全说明（重要）：
---   本脚本只做 CREATE TABLE IF NOT EXISTS，**不会删除或覆盖任何已有数据**，可重复执行。
---   如需给已存在的表新增字段，请勿重跑本脚本，改用对应的 alter_*.sql 增量脚本。
--- =============================================================================
-
-SET NAMES utf8mb4;
-
--- -----------------------------------------------------------------------------
--- 线索表
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_clue` (
-  `id`                bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`         varchar(64)  NOT NULL COMMENT '租户ID',
-  `clue_name`         varchar(100) NOT NULL COMMENT '线索名称',
-  `customer_name`     varchar(100) NOT NULL DEFAULT '' COMMENT '客户名称（线索阶段不关联客户管理）',
-  `source`            varchar(50)  NOT NULL DEFAULT '' COMMENT '客户来源（1官网咨询/2电话咨询/3朋友介绍/4展会/5广告投放/6陌生拜访/7其他）',
-  `owner_user_id`     varchar(64)  NOT NULL DEFAULT '' COMMENT '负责人用户ID',
-  `owner_user_name`   varchar(128) NOT NULL DEFAULT '' COMMENT '负责人姓名',
-  `industry`          varchar(50)  NOT NULL DEFAULT '' COMMENT '客户行业',
-  `next_contact_time` datetime     DEFAULT NULL COMMENT '下次联系时间',
-  `clue_level`        varchar(20)  NOT NULL DEFAULT '2' COMMENT '客户级别：1重点/2普通/3非优先',
-  `contact_person`    varchar(50)  NOT NULL DEFAULT '' COMMENT '客户对接人',
-  `contact_position`  varchar(50)  NOT NULL DEFAULT '' COMMENT '对接人职位',
-  `contact_phone`     varchar(20)  NOT NULL DEFAULT '' COMMENT '对接人手机',
-  `contact_wechat`    varchar(64)  NOT NULL DEFAULT '' COMMENT '对接人微信',
-  `contact_qq`        varchar(20)  NOT NULL DEFAULT '' COMMENT '对接人QQ',
-  `address`           varchar(255) NOT NULL DEFAULT '' COMMENT '公司地址',
-  `status`            tinyint(4)   NOT NULL DEFAULT '1' COMMENT '状态：1跟进中/2已转化/3已关闭',
-  `locked`            tinyint(4)   NOT NULL DEFAULT '0' COMMENT '是否锁定：0否/1是（转化后锁定不可编辑）',
-  `business_id`       bigint(20)   DEFAULT NULL COMMENT '转化后的商机ID',
-  `convert_time`      datetime     DEFAULT NULL COMMENT '转化时间',
-  `remark`            text COMMENT '备注',
-  `create_user_id`    varchar(64)  NOT NULL DEFAULT '' COMMENT '创建人用户ID',
-  `create_time`       datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`       datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`       datetime     DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_clue_name` (`tenant_id`,`clue_name`),
-  KEY `idx_owner` (`tenant_id`,`owner_user_id`),
-  KEY `idx_status` (`tenant_id`,`status`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM线索表';
-
--- -----------------------------------------------------------------------------
--- 商机表
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_business` (
-  `id`                bigint(20)    NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`         varchar(64)   NOT NULL COMMENT '租户ID',
-  `business_name`     varchar(100)  NOT NULL COMMENT '商机名称',
-  `clue_id`           bigint(20)    DEFAULT NULL COMMENT '来源线索ID',
-  `customer_id`       bigint(20)    DEFAULT NULL COMMENT '正式客户ID（yz_backend_erp_customer.id）',
-  `customer_name`     varchar(100)  NOT NULL DEFAULT '' COMMENT '客户名称',
-  `source`            varchar(50)   NOT NULL DEFAULT '' COMMENT '客户来源',
-  `owner_user_id`     varchar(64)   NOT NULL DEFAULT '' COMMENT '负责人用户ID',
-  `owner_user_name`   varchar(128)  NOT NULL DEFAULT '' COMMENT '负责人姓名',
-  `industry`          varchar(50)   NOT NULL DEFAULT '' COMMENT '客户行业',
-  `stage`             varchar(20)   NOT NULL DEFAULT '1' COMMENT '商机阶段：1初步接洽/2需求确认/3方案报价/4商务谈判/5赢单/6输单',
-  `amount`            decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '预计金额（元）',
-  `expect_deal_date`  date          DEFAULT NULL COMMENT '预计成交日期',
-  `next_contact_time` datetime      DEFAULT NULL COMMENT '下次联系时间',
-  `level`             varchar(20)   NOT NULL DEFAULT '2' COMMENT '商机级别：1重点/2普通/3非优先',
-  `contact_person`    varchar(50)   NOT NULL DEFAULT '' COMMENT '对接人',
-  `contact_position`  varchar(50)   NOT NULL DEFAULT '' COMMENT '对接人职位',
-  `contact_phone`     varchar(20)   NOT NULL DEFAULT '' COMMENT '对接人手机',
-  `contact_wechat`    varchar(64)   NOT NULL DEFAULT '' COMMENT '对接人微信',
-  `contact_qq`        varchar(20)   NOT NULL DEFAULT '' COMMENT '对接人QQ',
-  `address`           varchar(255)  NOT NULL DEFAULT '' COMMENT '客户地址',
-  `status`            tinyint(4)    NOT NULL DEFAULT '1' COMMENT '状态：1跟进中/2已转化项目/3已关闭',
-  `locked`            tinyint(4)    NOT NULL DEFAULT '0' COMMENT '是否锁定：0否/1是（转化项目后锁定不可编辑）',
-  `project_id`        bigint(20)    DEFAULT NULL COMMENT '转化后的项目ID',
-  `convert_time`      datetime      DEFAULT NULL COMMENT '转化时间',
-  `remark`            text COMMENT '备注',
-  `create_user_id`    varchar(64)   NOT NULL DEFAULT '' COMMENT '创建人用户ID',
-  `create_time`       datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`       datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`       datetime      DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_business_name` (`tenant_id`,`business_name`),
-  KEY `idx_clue` (`clue_id`),
-  KEY `idx_customer` (`customer_id`),
-  KEY `idx_owner` (`tenant_id`,`owner_user_id`),
-  KEY `idx_status` (`tenant_id`,`status`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM商机表';
-
--- -----------------------------------------------------------------------------
--- 项目表
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_project` (
-  `id`             bigint(20)    NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`      varchar(64)   NOT NULL COMMENT '租户ID',
-  `project_name`   varchar(100)  NOT NULL COMMENT '项目名称',
-  `project_no`     varchar(50)   NOT NULL DEFAULT '' COMMENT '项目编号',
-  `business_id`    bigint(20)    DEFAULT NULL COMMENT '来源商机ID',
-  `customer_id`    bigint(20)    DEFAULT NULL COMMENT '客户ID',
-  `customer_name`  varchar(100)  NOT NULL DEFAULT '' COMMENT '客户名称',
-  `owner_user_id`  varchar(64)   NOT NULL DEFAULT '' COMMENT '负责人用户ID',
-  `owner_user_name` varchar(128) NOT NULL DEFAULT '' COMMENT '负责人姓名',
-  `industry`       varchar(50)   NOT NULL DEFAULT '' COMMENT '客户行业',
-  `amount`         decimal(14,2) NOT NULL DEFAULT '0.00' COMMENT '项目金额（元）',
-  `status`         tinyint(4)    NOT NULL DEFAULT '1' COMMENT '状态：1未开始/2进行中/3已完成/4已暂停',
-  `start_date`     date          DEFAULT NULL COMMENT '开始日期',
-  `end_date`       date          DEFAULT NULL COMMENT '结束日期',
-  `contact_person` varchar(50)   NOT NULL DEFAULT '' COMMENT '对接人',
-  `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位',
-  `contact_phone`  varchar(20)   NOT NULL DEFAULT '' COMMENT '对接人手机',
-  `address`        varchar(255)  NOT NULL DEFAULT '' COMMENT '项目地址',
-  `remark`         text COMMENT '备注',
-  `doc_category_id` bigint(20) UNSIGNED NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID（共享文档/项目文档/{项目名称}）',
-  `create_user_id` varchar(64)   NOT NULL DEFAULT '' COMMENT '创建人用户ID',
-  `create_time`    datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`    datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`    datetime      DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_project_name` (`tenant_id`,`project_name`),
-  KEY `idx_business` (`business_id`),
-  KEY `idx_owner` (`tenant_id`,`owner_user_id`),
-  KEY `idx_status` (`tenant_id`,`status`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM项目表';
-
--- -----------------------------------------------------------------------------
--- 回访/跟进记录表（贯穿线索、商机、项目）
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_follow` (
-  `id`                bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`         varchar(64)  NOT NULL COMMENT '租户ID',
-  `related_type`      tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
-  `related_id`        bigint(20)   NOT NULL COMMENT '关联记录ID',
-  `related_name`      varchar(100) NOT NULL DEFAULT '' COMMENT '关联对象名称（冗余，便于回访列表展示）',
-  `stage`             tinyint(4)   NOT NULL DEFAULT '1' COMMENT '创建阶段：1线索/2商机/3项目',
-  `follow_type`       varchar(20)  NOT NULL DEFAULT '1' COMMENT '回访方式：1电话/2微信/3上门/4邮件/5其他',
-  `follow_time`       datetime     DEFAULT NULL COMMENT '回访时间',
-  `content`           text COMMENT '回访内容',
-  `next_contact_time` datetime     DEFAULT NULL COMMENT '下次联系时间',
-  `owner_user_id`     varchar(64)  NOT NULL DEFAULT '' COMMENT '回访人用户ID',
-  `owner_user_name`   varchar(128) NOT NULL DEFAULT '' COMMENT '回访人姓名',
-  `create_time`       datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`       datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`       datetime     DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_related` (`tenant_id`,`related_type`,`related_id`),
-  KEY `idx_follow_time` (`tenant_id`,`follow_time`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM回访/跟进记录表';
-
--- -----------------------------------------------------------------------------
--- 附件表（多态：线索/商机/项目的资料）
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_attach` (
-  `id`            bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`     varchar(64)  NOT NULL COMMENT '租户ID',
-  `related_type`  tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
-  `related_id`    bigint(20)   NOT NULL COMMENT '关联记录ID',
-  `file_id`       bigint(20)   DEFAULT NULL COMMENT '文件ID（yz_system_file.id，可空）',
-  `file_name`     varchar(255) NOT NULL DEFAULT '' COMMENT '文件名',
-  `file_url`      varchar(500) NOT NULL DEFAULT '' COMMENT '文件访问地址',
-  `file_size`     bigint(20)   NOT NULL DEFAULT '0' COMMENT '文件大小（字节）',
-  `uploader_id`   varchar(64)  NOT NULL DEFAULT '' COMMENT '上传人用户ID',
-  `uploader_name` varchar(128) NOT NULL DEFAULT '' COMMENT '上传人姓名',
-  `create_time`   datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`   datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`   datetime     DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_related` (`tenant_id`,`related_type`,`related_id`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM附件表';
-
--- -----------------------------------------------------------------------------
--- 联系人表（多态：线索/商机/项目的对接人列表）
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_entity_contact` (
-  `id`           bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`    varchar(64)  NOT NULL COMMENT '租户ID',
-  `related_type` tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
-  `related_id`   bigint(20)   NOT NULL COMMENT '关联记录ID',
-  `contact_name` varchar(50)  NOT NULL COMMENT '联系人姓名',
-  `position`     varchar(50)  NOT NULL DEFAULT '' COMMENT '职位',
-  `mobile`       varchar(20)  NOT NULL DEFAULT '' COMMENT '手机号',
-  `wechat`       varchar(64)  NOT NULL DEFAULT '' COMMENT '微信',
-  `qq`           varchar(20)  NOT NULL DEFAULT '' COMMENT 'QQ',
-  `email`        varchar(100) NOT NULL DEFAULT '' COMMENT '邮箱',
-  `is_primary`   tinyint(4)   NOT NULL DEFAULT '0' COMMENT '是否主联系人：0否/1是',
-  `remark`       varchar(500) NOT NULL DEFAULT '' COMMENT '备注',
-  `create_time`  datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time`  datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time`  datetime     DEFAULT NULL COMMENT '删除时间（软删除）',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_related` (`tenant_id`,`related_type`,`related_id`),
-  KEY `idx_delete_time` (`delete_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM联系人表（线索/商机/项目）';
-
--- -----------------------------------------------------------------------------
--- 操作日志表（多态：记录线索/商机/项目的关键操作，用于详情页操作日志 Tab）
--- -----------------------------------------------------------------------------
-CREATE TABLE IF NOT EXISTS `yz_backend_crm_operate_log` (
-  `id`            bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
-  `tenant_id`     varchar(64)  NOT NULL COMMENT '租户ID',
-  `related_type`  tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
-  `related_id`    bigint(20)   NOT NULL COMMENT '关联记录ID',
-  `action`        varchar(50)  NOT NULL DEFAULT '' COMMENT '操作动作：create/update/convert/delete 等',
-  `content`       varchar(500) NOT NULL DEFAULT '' COMMENT '操作描述',
-  `operator_id`   varchar(64)  NOT NULL DEFAULT '' COMMENT '操作人用户ID',
-  `operator_name` varchar(128) NOT NULL DEFAULT '' COMMENT '操作人姓名',
-  `create_time`   datetime     NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  PRIMARY KEY (`id`),
-  KEY `idx_tenant_id` (`tenant_id`),
-  KEY `idx_related` (`tenant_id`,`related_type`,`related_id`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户CRM操作日志表';
-
-SET FOREIGN_KEY_CHECKS = 1;
-
diff --git a/sql/yz_backend_employee_file.sql b/sql/yz_backend_employee_file.sql
deleted file mode 100644
index 0ab6b44..0000000
--- a/sql/yz_backend_employee_file.sql
+++ /dev/null
@@ -1,70 +0,0 @@
--- 员工档案表（租户端 OA 人事档案）
--- 在租户业务库执行以下语句创建表结构。
--- 数据按租户 tid 隔离；档案与员工（yz_backend_employee）一对一，
--- 子记录表统一存放教育经历 / 工作经历 / 合同信息 / 证照附件。
-
--- ---------------------------------------------------------------------------
--- 1. 员工档案主表
--- ---------------------------------------------------------------------------
-
-CREATE TABLE `yz_backend_employee_file` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `employee_id` bigint unsigned NOT NULL DEFAULT '0' COMMENT '员工ID(yz_backend_employee.id)',
-  `file_no` varchar(50) NOT NULL DEFAULT '' COMMENT '档案编号(留空自动生成EF+时间戳)',
-  `id_card` varchar(30) NOT NULL DEFAULT '' COMMENT '身份证号',
-  `id_card_front` varchar(500) NOT NULL DEFAULT '' COMMENT '身份证正面(人像面)图片URL',
-  `id_card_back` varchar(500) NOT NULL DEFAULT '' COMMENT '身份证反面(国徽面)图片URL',
-  `education_photo` varchar(500) NOT NULL DEFAULT '' COMMENT '学历照片URL',
-  `political_status` varchar(30) NOT NULL DEFAULT '' COMMENT '政治面貌',
-  `marital_status` tinyint NOT NULL DEFAULT '0' COMMENT '婚姻状况 0-未知 1-未婚 2-已婚 3-离异 4-丧偶',
-  `native_place` varchar(100) NOT NULL DEFAULT '' COMMENT '籍贯',
-  `household_address` varchar(255) NOT NULL DEFAULT '' COMMENT '户籍地址',
-  `current_address` varchar(255) NOT NULL DEFAULT '' COMMENT '现居住址',
-  `emergency_contact` varchar(50) NOT NULL DEFAULT '' COMMENT '紧急联系人',
-  `emergency_phone` varchar(20) NOT NULL DEFAULT '' COMMENT '紧急联系电话',
-  `emergency_relation` varchar(30) NOT NULL DEFAULT '' COMMENT '与本人关系',
-  `work_email` varchar(100) NOT NULL DEFAULT '' COMMENT '工作邮箱',
-  `hire_date` date DEFAULT NULL COMMENT '入职日期',
-  `regular_date` date DEFAULT NULL COMMENT '转正日期',
-  `leave_date` date DEFAULT NULL COMMENT '离职日期',
-  `employment_status` tinyint NOT NULL DEFAULT '2' COMMENT '在职状态 1-试用 2-正式 3-离职',
-  `remark` text NULL COMMENT '备注',
-  `is_deleted` tinyint NOT NULL DEFAULT '0' COMMENT '是否删除 0-否 1-是',
-  `create_time` datetime DEFAULT NULL COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`),
-  UNIQUE KEY `uniq_tid_employee` (`tid`,`employee_id`),
-  KEY `idx_file_no` (`file_no`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='员工档案主表';
-
--- ---------------------------------------------------------------------------
--- 2. 员工档案子记录表（教育经历/工作经历/合同信息/证照附件）
--- type 字段区分记录类型，title/sub_title/extra 的语义随类型变化：
---   教育经历(1)：title=学校 sub_title=专业 extra=学历
---   工作经历(2)：title=公司 sub_title=职位 extra=所在部门
---   合同信息(3)：title=合同名称 sub_title=合同类型 extra=签订主体
---   证照附件(4)：title=证照名称 sub_title=证件号码 extra=''
--- ---------------------------------------------------------------------------
-
-CREATE TABLE `yz_backend_employee_file_record` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `employee_id` bigint unsigned NOT NULL DEFAULT '0' COMMENT '员工ID(yz_backend_employee.id)',
-  `type` tinyint NOT NULL DEFAULT '1' COMMENT '记录类型 1-教育经历 2-工作经历 3-合同信息 4-证照附件',
-  `title` varchar(100) NOT NULL DEFAULT '' COMMENT '名称(学校/公司/合同/证照)',
-  `sub_title` varchar(100) NOT NULL DEFAULT '' COMMENT '次级信息(专业/职位/合同类型/证件号码)',
-  `extra` varchar(100) NOT NULL DEFAULT '' COMMENT '附加信息(学历/部门/签订主体)',
-  `start_date` date DEFAULT NULL COMMENT '开始日期',
-  `end_date` date DEFAULT NULL COMMENT '结束日期',
-  `description` text NULL COMMENT '描述',
-  `attachment_url` varchar(500) NOT NULL DEFAULT '' COMMENT '附件地址(证照图片等)',
-  `sort` int NOT NULL DEFAULT '0' COMMENT '排序(越小越靠前)',
-  `is_deleted` tinyint NOT NULL DEFAULT '0' COMMENT '是否删除 0-否 1-是',
-  `create_time` datetime DEFAULT NULL COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`),
-  KEY `idx_tid_employee_type` (`tid`,`employee_id`,`type`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='员工档案子记录表';
diff --git a/sql/yz_backend_oa_notice.sql b/sql/yz_backend_oa_notice.sql
deleted file mode 100644
index 3edd25e..0000000
--- a/sql/yz_backend_oa_notice.sql
+++ /dev/null
@@ -1,25 +0,0 @@
--- OA 通知公告表
--- 在租户业务库执行以下语句创建表结构。
--- 数据按租户 tid 隔离；发布后对租户内所有后台用户可见。
-
-CREATE TABLE `yz_backend_oa_notice` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `title` varchar(255) NOT NULL DEFAULT '' COMMENT '公告标题',
-  `content` text NULL COMMENT '公告内容',
-  `notice_type` tinyint NOT NULL DEFAULT '0' COMMENT '类型 0-通知 1-公告 2-活动',
-  `level` tinyint NOT NULL DEFAULT '0' COMMENT '紧急程度 0-普通 1-重要 2-紧急',
-  `status` tinyint NOT NULL DEFAULT '0' COMMENT '状态 0-草稿 1-已发布 2-已下架',
-  `is_top` tinyint NOT NULL DEFAULT '0' COMMENT '是否置顶 0-否 1-是',
-  `publish_time` datetime DEFAULT NULL COMMENT '发布时间',
-  `publisher_id` bigint unsigned NOT NULL DEFAULT '0' COMMENT '发布人ID',
-  `publisher_name` varchar(100) NOT NULL DEFAULT '' COMMENT '发布人姓名',
-  `read_count` int NOT NULL DEFAULT '0' COMMENT '阅读次数',
-  `is_deleted` tinyint NOT NULL DEFAULT '0' COMMENT '是否删除 0-否 1-是',
-  `create_time` datetime DEFAULT NULL COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`),
-  KEY `idx_tid_status` (`tid`,`status`),
-  KEY `idx_tid_top` (`tid`,`is_top`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='OA通知公告表';
diff --git a/sql/yz_backend_oa_schedule.sql b/sql/yz_backend_oa_schedule.sql
deleted file mode 100644
index 3fa6876..0000000
--- a/sql/yz_backend_oa_schedule.sql
+++ /dev/null
@@ -1,32 +0,0 @@
--- OA 日程管理表（日历待办）
--- 在租户业务库执行以下语句创建表结构。
--- 数据按租户 tid + 用户 user_id 双重隔离，仅创建者本人可见与操作。
-
-CREATE TABLE `yz_backend_oa_schedule` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `user_id` bigint unsigned NOT NULL DEFAULT '0' COMMENT '所属用户ID',
-  `user_name` varchar(100) NOT NULL DEFAULT '' COMMENT '所属用户名',
-  `title` varchar(255) NOT NULL DEFAULT '' COMMENT '日程标题',
-  `content` text NULL COMMENT '日程内容/备注',
-  `schedule_date` date NOT NULL COMMENT '日程日期(YYYY-MM-DD)',
-  `start_time` varchar(8) NOT NULL DEFAULT '' COMMENT '开始时间 HH:mm(全天日程为空)',
-  `end_time` varchar(8) NOT NULL DEFAULT '' COMMENT '结束时间 HH:mm(全天日程为空)',
-  `all_day` tinyint NOT NULL DEFAULT '1' COMMENT '是否全天 0-否 1-是',
-  `color` varchar(20) NOT NULL DEFAULT '#409EFF' COMMENT '标签颜色',
-  `priority` tinyint NOT NULL DEFAULT '0' COMMENT '优先级 0-普通 1-重要 2-紧急',
-  `status` tinyint NOT NULL DEFAULT '0' COMMENT '状态 0-待办 1-完成',
-  `finish_time` datetime DEFAULT NULL COMMENT '完成时间',
-  `source_id` bigint unsigned NOT NULL DEFAULT '0' COMMENT '顺延来源日程ID 0-原始日程',
-  `carry_over` tinyint NOT NULL DEFAULT '0' COMMENT '是否已顺延到下一天 0-否 1-是',
-  `carry_count` int NOT NULL DEFAULT '0' COMMENT '累计顺延次数',
-  `carry_to_date` varchar(10) NOT NULL DEFAULT '' COMMENT '顺延目标日期(YYYY-MM-DD)',
-  `is_deleted` tinyint NOT NULL DEFAULT '0' COMMENT '是否删除 0-否 1-是',
-  `create_time` datetime DEFAULT NULL COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`),
-  KEY `idx_tid_user_date` (`tid`,`user_id`,`schedule_date`),
-  KEY `idx_schedule_date` (`schedule_date`),
-  KEY `idx_source_id` (`source_id`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_general_ci COMMENT='OA日程管理表(日历待办)';
diff --git a/sql/yz_backend_organization.sql b/sql/yz_backend_organization.sql
deleted file mode 100644
index 108c4db..0000000
--- a/sql/yz_backend_organization.sql
+++ /dev/null
@@ -1,69 +0,0 @@
--- 全局组织架构相关表：组织机构、员工、职位
--- 说明：组织架构已从 ERP 模块独立为全局基础功能，表名不带 erp 前缀
--- tenant 隔离：通过 tid 字段实现租户间数据隔离
--- 对应模型：go/models/erp.go（BackendErpOrganization / BackendErpEmployee / BackendErpPosition）
--- DDL 与线上 go-platform 库实际结构一致（2026-08 导出）
-
--- 组织架构表（OA 组织机构、通讯录、组织机构管理页依赖）
-CREATE TABLE IF NOT EXISTS `yz_backend_organization` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT 'ID',
-  `tid` bigint(20) unsigned NOT NULL COMMENT '租户ID',
-  `org_name` varchar(128) NOT NULL COMMENT '组织/部门名称',
-  `org_code` varchar(64) NOT NULL COMMENT '组织/部门编码',
-  `parent_id` bigint(20) unsigned DEFAULT '0' COMMENT '上级组织ID',
-  `sort` int(10) unsigned DEFAULT '0' COMMENT '排序号',
-  `leader_id` bigint(20) unsigned DEFAULT NULL COMMENT '部门负责人ID',
-  `is_company` int(11) DEFAULT '0' COMMENT '是否是公司 0-不是 1-是',
-  `status` tinyint(4) NOT NULL DEFAULT '1' COMMENT '状态：1-启用，2-停用，0-删除',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  `remark` varchar(512) DEFAULT NULL COMMENT '备注信息',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_tid_code` (`tid`,`org_code`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='组织架构表';
-
--- 员工信息表（account 全局唯一）
-CREATE TABLE IF NOT EXISTS `yz_backend_employee` (
-  `id` int(10) unsigned NOT NULL AUTO_INCREMENT COMMENT 'ID',
-  `tid` int(11) DEFAULT NULL COMMENT '租户ID',
-  `account` varchar(50) NOT NULL COMMENT '员工账号',
-  `password` varchar(64) NOT NULL DEFAULT '' COMMENT '密码',
-  `name` varchar(30) NOT NULL COMMENT '员工姓名',
-  `gender` tinyint(4) NOT NULL DEFAULT '0' COMMENT '性别 0=未知 1=男 2=女',
-  `birthday` date DEFAULT NULL COMMENT '生日',
-  `affiliate_unit` varchar(100) DEFAULT NULL COMMENT '隶属单位',
-  `department` varchar(50) DEFAULT NULL COMMENT '部门',
-  `position` varchar(50) DEFAULT NULL COMMENT '职位',
-  `education` varchar(20) DEFAULT NULL COMMENT '学历',
-  `nation` varchar(20) DEFAULT NULL COMMENT '民族',
-  `phone` varchar(20) DEFAULT NULL COMMENT '手机号',
-  `wechat` varchar(50) DEFAULT NULL COMMENT '微信号',
-  `email` varchar(100) DEFAULT NULL COMMENT '邮箱',
-  `home_address` varchar(255) DEFAULT NULL COMMENT '家庭住址',
-  `account_status` tinyint(4) NOT NULL DEFAULT '1' COMMENT '账号状态 0=禁用 1=正常 2=离职',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`) USING BTREE,
-  UNIQUE KEY `uk_account` (`account`) USING BTREE,
-  KEY `idx_tid_account` (`tid`,`account`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='员工信息表';
-
--- 职位表
-CREATE TABLE IF NOT EXISTS `yz_backend_position` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT 'ID',
-  `tid` bigint(20) unsigned NOT NULL COMMENT '租户ID',
-  `department_id` bigint(20) unsigned NOT NULL COMMENT '部门ID',
-  `position_code` varchar(50) NOT NULL COMMENT '职位编码',
-  `position_name` varchar(100) NOT NULL COMMENT '职位名称',
-  `position_type` tinyint(4) DEFAULT '0' COMMENT '职位类型：0-普通职位 1-管理职位 2-技术职位',
-  `status` tinyint(4) NOT NULL DEFAULT '1' COMMENT '状态：0-禁用 1-启用',
-  `sort` int(10) unsigned DEFAULT '0' COMMENT '排序',
-  `remark` varchar(512) DEFAULT NULL COMMENT '备注',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_tid_code` (`tid`,`position_code`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='职位表';
diff --git a/sql/yz_backend_reimbursement_expense_types.sql b/sql/yz_backend_reimbursement_expense_types.sql
deleted file mode 100644
index 860491e..0000000
--- a/sql/yz_backend_reimbursement_expense_types.sql
+++ /dev/null
@@ -1,34 +0,0 @@
--- 报销费用类型表
--- 每个租户维护自己的费用类型，uid 保留用于数据隔离扩展。
-CREATE TABLE IF NOT EXISTS `yz_backend_reimbursement_expense_types` (
-  `id` int(11) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int(11) NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `uid` int(11) DEFAULT NULL COMMENT '用户ID(数据隔离)',
-  `name` varchar(50) NOT NULL DEFAULT '' COMMENT '费用类型名称',
-  `sort_order` int(11) NOT NULL DEFAULT '0' COMMENT '排序值，越小越靠前',
-  `is_active` tinyint(1) NOT NULL DEFAULT '1' COMMENT '是否启用：0-禁用 1-启用',
-  `is_deleted` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否删除：0-否 1-是',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`) USING BTREE,
-  UNIQUE KEY `uk_tid_name` (`tid`, `name`),
-  KEY `idx_uid` (`uid`) USING BTREE,
-  KEY `idx_sort_order` (`sort_order`) USING BTREE,
-  KEY `idx_is_active` (`is_active`) USING BTREE,
-  KEY `idx_is_deleted` (`is_deleted`) USING BTREE,
-  KEY `idx_create_time` (`create_time`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='报销费用类型表';
-
--- 可按需为已有租户初始化默认类型：
--- INSERT INTO `yz_backend_reimbursement_expense_types`
--- (`tid`, `name`, `sort_order`)
--- VALUES
--- (1, '差旅费', 10),
--- (1, '交通费', 20),
--- (1, '餐饮费', 30),
--- (1, '办公费', 40),
--- (1, '通讯费', 50),
--- (1, '业务招待费', 60),
--- (1, '培训费', 70),
--- (1, '其他', 999);
diff --git a/sql/yz_backend_reimbursements.sql b/sql/yz_backend_reimbursements.sql
deleted file mode 100644
index 91ce4c1..0000000
--- a/sql/yz_backend_reimbursements.sql
+++ /dev/null
@@ -1,107 +0,0 @@
--- 报销模块表结构
--- 执行前请确认当前数据库字符集为 utf8mb4
-
-CREATE TABLE IF NOT EXISTS `yz_backend_approval_flows` (
-  `id` int(11) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int(11) NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `uid` int(11) DEFAULT NULL COMMENT '用户ID(数据隔离)',
-  `flow_name` varchar(100) NOT NULL DEFAULT '' COMMENT '流程名称',
-  `step_order` tinyint(1) NOT NULL DEFAULT '0' COMMENT '步骤顺序(从1开始)',
-  `approver_role` varchar(50) NOT NULL DEFAULT '' COMMENT '审批角色(如: dept_manager, finance, gm)',
-  `approver_rule` varchar(200) NOT NULL DEFAULT '' COMMENT '审批人规则(如: 部门主管, 财务总监)',
-  `timeout_hours` int(11) NOT NULL DEFAULT '48' COMMENT '超时提醒时间(小时)',
-  `is_active` tinyint(1) NOT NULL DEFAULT '1' COMMENT '是否启用：0-禁用 1-启用',
-  `is_deleted` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否删除：0-否 1-是',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_flow_name` (`flow_name`) USING BTREE,
-  KEY `idx_step_order` (`step_order`) USING BTREE,
-  KEY `idx_is_active` (`is_active`) USING BTREE,
-  KEY `idx_create_time` (`create_time`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE,
-  KEY `idx_tid` (`tid`) USING BTREE,
-  KEY `idx_uid` (`uid`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='审批流程配置表';
-
-CREATE TABLE IF NOT EXISTS `yz_backend_reimbursements` (
-  `id` int(11) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int(11) NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `uid` int(11) DEFAULT NULL COMMENT '用户ID(数据隔离)',
-  `user_id` int(11) unsigned NOT NULL DEFAULT '0' COMMENT '申请人ID',
-  `department_id` int(11) unsigned DEFAULT '0' COMMENT '部门ID',
-  `total_amount` decimal(10,2) NOT NULL DEFAULT '0.00' COMMENT '总金额',
-  `status` tinyint(1) NOT NULL DEFAULT '0' COMMENT '状态：0-草稿 1-审批中 2-已通过 3-已驳回 4-已撤回 5-已打款',
-  `apply_date` date NOT NULL COMMENT '申请日期',
-  `description` text COMMENT '备注说明',
-  `current_approver_id` int(11) unsigned DEFAULT '0' COMMENT '当前审批人ID',
-  `current_step` tinyint(1) NOT NULL DEFAULT '0' COMMENT '当前审批步骤(0:未提交)',
-  `is_deleted` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否删除：0-否 1-是',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_user_id` (`user_id`) USING BTREE,
-  KEY `idx_department_id` (`department_id`) USING BTREE,
-  KEY `idx_status` (`status`) USING BTREE,
-  KEY `idx_apply_date` (`apply_date`) USING BTREE,
-  KEY `idx_current_approver_id` (`current_approver_id`) USING BTREE,
-  KEY `idx_create_time` (`create_time`) USING BTREE,
-  KEY `idx_update_time` (`update_time`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE,
-  KEY `idx_tid` (`tid`) USING BTREE,
-  KEY `idx_uid` (`uid`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='报销单主表';
-
-CREATE TABLE IF NOT EXISTS `yz_backend_reimbursement_items` (
-  `id` int(11) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int(11) NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `uid` int(11) DEFAULT NULL COMMENT '用户ID(数据隔离)',
-  `reimbursement_id` int(11) unsigned NOT NULL DEFAULT '0' COMMENT '关联报销单ID',
-  `expense_type` varchar(50) NOT NULL DEFAULT '' COMMENT '费用类型(具体子类)',
-  `expense_date` date NOT NULL COMMENT '费用发生日期',
-  `amount` decimal(10,2) NOT NULL DEFAULT '0.00' COMMENT '金额',
-  `quantity` int(11) NOT NULL DEFAULT '1' COMMENT '数量',
-  `unit_price` decimal(10,2) DEFAULT '0.00' COMMENT '单价',
-  `description` varchar(200) NOT NULL DEFAULT '' COMMENT '费用描述',
-  `receipt_flag` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否有发票：0-否 1-是',
-  `is_deleted` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否删除：0-否 1-是',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_reimbursement_id` (`reimbursement_id`) USING BTREE,
-  KEY `idx_expense_type` (`expense_type`) USING BTREE,
-  KEY `idx_expense_date` (`expense_date`) USING BTREE,
-  KEY `idx_create_time` (`create_time`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE,
-  KEY `idx_tid` (`tid`) USING BTREE,
-  KEY `idx_uid` (`uid`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='报销费用明细表';
-
-CREATE TABLE IF NOT EXISTS `yz_backend_approval_records` (
-  `id` int(11) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `tid` int(11) NOT NULL DEFAULT '0' COMMENT '租户ID',
-  `uid` int(11) DEFAULT NULL COMMENT '用户ID(数据隔离)',
-  `reimbursement_id` int(11) unsigned NOT NULL DEFAULT '0' COMMENT '关联报销单ID',
-  `approver_id` int(11) unsigned NOT NULL DEFAULT '0' COMMENT '审批人ID',
-  `approver_name` varchar(100) NOT NULL DEFAULT '' COMMENT '审批人姓名(冗余)',
-  `action` tinyint(1) NOT NULL DEFAULT '0' COMMENT '操作：1-提交 2-通过 3-驳回 4-转审 5-撤回',
-  `comment` text COMMENT '审批意见',
-  `step` tinyint(1) NOT NULL DEFAULT '0' COMMENT '审批步骤序号',
-  `prev_step` tinyint(1) NOT NULL DEFAULT '0' COMMENT '上一步骤序号',
-  `is_deleted` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否删除：0-否 1-是',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`) USING BTREE,
-  KEY `idx_reimbursement_id` (`reimbursement_id`) USING BTREE,
-  KEY `idx_approver_id` (`approver_id`) USING BTREE,
-  KEY `idx_action` (`action`) USING BTREE,
-  KEY `idx_step` (`step`) USING BTREE,
-  KEY `idx_create_time` (`create_time`) USING BTREE,
-  KEY `idx_delete_time` (`delete_time`) USING BTREE,
-  KEY `idx_tid` (`tid`) USING BTREE,
-  KEY `idx_uid` (`uid`) USING BTREE
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 ROW_FORMAT=DYNAMIC COMMENT='审批记录表';
diff --git a/sql/yz_cms_frontend_tables.sql b/sql/yz_cms_frontend_tables.sql
deleted file mode 100644
index 50ddeb4..0000000
--- a/sql/yz_cms_frontend_tables.sql
+++ /dev/null
@@ -1,84 +0,0 @@
--- =====================================================================
--- 多租户官网标签模板引擎 - 数据库脚本
--- 说明：本脚本只交付，不代执行，请在数据库后台手动运行
--- 新建表统一使用 yz_cms_frontend_ 前缀（官网前台专用）
--- =====================================================================
-
--- 1. 模板登记表（platform 端登记，供租户选用）
-CREATE TABLE IF NOT EXISTS `yz_cms_frontend_template` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `code` varchar(50) NOT NULL DEFAULT '' COMMENT '模板编码，对应 themes/{code}/ 目录',
-  `name` varchar(100) NOT NULL DEFAULT '' COMMENT '模板名称',
-  `description` varchar(500) NOT NULL DEFAULT '' COMMENT '模板描述',
-  `preview` varchar(500) NOT NULL DEFAULT '' COMMENT '预览图地址',
-  `status` tinyint NOT NULL DEFAULT 1 COMMENT '1启用 0停用',
-  `sort` int NOT NULL DEFAULT 0 COMMENT '排序',
-  `create_time` datetime NOT NULL,
-  `update_time` datetime DEFAULT NULL,
-  `delete_time` datetime DEFAULT NULL,
-  PRIMARY KEY (`id`),
-  KEY `idx_code` (`code`),
-  KEY `idx_status` (`status`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='官网模板登记表';
-
--- 2. 官网 Banner 表（按租户隔离）
-CREATE TABLE IF NOT EXISTS `yz_cms_frontend_banner` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `tid` bigint unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  `title` varchar(255) NOT NULL DEFAULT '' COMMENT '标题',
-  `desc` varchar(500) NOT NULL DEFAULT '' COMMENT '简介',
-  `image` varchar(500) NOT NULL DEFAULT '' COMMENT '图片地址',
-  `url` varchar(500) NOT NULL DEFAULT '' COMMENT '跳转地址',
-  `sort` int NOT NULL DEFAULT 0 COMMENT '排序',
-  `status` tinyint NOT NULL DEFAULT 1 COMMENT '1启用 0停用',
-  `create_time` datetime NOT NULL,
-  `update_time` datetime DEFAULT NULL,
-  `delete_time` datetime DEFAULT NULL,
-  PRIMARY KEY (`id`),
-  KEY `idx_tid_status` (`tid`, `status`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='官网Banner表';
-
--- 3. 友情链接表（按租户隔离）
-CREATE TABLE IF NOT EXISTS `yz_cms_frontend_friendlink` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `tid` bigint unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  `link_name` varchar(100) NOT NULL DEFAULT '' COMMENT '链接名称',
-  `link_url` varchar(500) NOT NULL DEFAULT '' COMMENT '链接地址',
-  `link_logo` varchar(500) NOT NULL DEFAULT '' COMMENT 'Logo地址',
-  `description` varchar(500) NOT NULL DEFAULT '' COMMENT '描述',
-  `sort` int NOT NULL DEFAULT 0 COMMENT '排序',
-  `status` tinyint NOT NULL DEFAULT 1 COMMENT '1启用 0禁用',
-  `create_time` datetime NOT NULL,
-  `update_time` datetime DEFAULT NULL,
-  `delete_time` datetime DEFAULT NULL,
-  PRIMARY KEY (`id`),
-  KEY `idx_tid_status` (`tid`, `status`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='官网友情链接表';
-
--- 4. 单页表（按租户隔离，path 租户内唯一）
-CREATE TABLE IF NOT EXISTS `yz_cms_frontend_onepage` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `tid` bigint unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  `title` varchar(255) NOT NULL DEFAULT '' COMMENT '单页标题',
-  `path` varchar(100) NOT NULL DEFAULT '' COMMENT '访问路径标识，租户内唯一，如 about',
-  `content` longtext COMMENT '富文本内容',
-  `sort` int NOT NULL DEFAULT 0 COMMENT '排序',
-  `status` tinyint NOT NULL DEFAULT 1 COMMENT '1启用 0停用',
-  `create_time` datetime NOT NULL,
-  `update_time` datetime DEFAULT NULL,
-  `delete_time` datetime DEFAULT NULL,
-  PRIMARY KEY (`id`),
-  KEY `idx_tid_path` (`tid`, `path`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='官网单页表';
-
--- 5. 租户站点设置表新增模板编码字段（租户选用的官网模板）
-ALTER TABLE `yz_system_tenant_site_setting`
-  ADD COLUMN `template_code` varchar(50) NOT NULL DEFAULT '' COMMENT '选用的官网模板编码';
-
--- 6. 初始登记内置默认模板（可选，platform 端扫描目录也会自动登记）
-INSERT INTO `yz_cms_frontend_template` (`code`, `name`, `description`, `preview`, `status`, `sort`, `create_time`)
-SELECT 'default', '默认模板', '系统内置默认官网模板', '/themes/default/static/preview.png', 1, 0, NOW()
-FROM DUAL
-WHERE NOT EXISTS (
-  SELECT 1 FROM `yz_cms_frontend_template` WHERE `code` = 'default' AND `delete_time` IS NULL
-);
diff --git a/sql/yz_cms_product.sql b/sql/yz_cms_product.sql
deleted file mode 100644
index e04a143..0000000
--- a/sql/yz_cms_product.sql
+++ /dev/null
@@ -1,35 +0,0 @@
--- CMS 产品与产品分类表（对应 backend 租户端 apps/cms/product 模块）
--- 接口：/backend/productsList、/backend/addProducts、/backend/editProducts/:id、/backend/deleteProducts/:id
---       /backend/productsTypesList、/backend/addProductsTypes、/backend/editProductsTypes/:id、/backend/deleteProductsTypes/:id
-
-CREATE TABLE IF NOT EXISTS yz_cms_product (
-  id bigint unsigned NOT NULL AUTO_INCREMENT,
-  tid bigint unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  title varchar(100) NOT NULL DEFAULT '' COMMENT '产品名称',
-  thumb varchar(500) NOT NULL DEFAULT '' COMMENT '产品图片',
-  `desc` varchar(500) NOT NULL DEFAULT '' COMMENT '产品描述',
-  content mediumtext COMMENT '产品内容(富文本)',
-  url varchar(500) NOT NULL DEFAULT '' COMMENT '跳转地址',
-  sort int NOT NULL DEFAULT 0 COMMENT '排序',
-  status tinyint NOT NULL DEFAULT 1 COMMENT '状态 1启用 0禁用',
-  create_time datetime NOT NULL,
-  update_time datetime DEFAULT NULL,
-  delete_time datetime DEFAULT NULL COMMENT '软删除时间',
-  PRIMARY KEY (id),
-  KEY idx_tid_status (tid, status)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='CMS产品';
-
-CREATE TABLE IF NOT EXISTS yz_cms_product_category (
-  id bigint unsigned NOT NULL AUTO_INCREMENT,
-  tid bigint unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  title varchar(100) NOT NULL DEFAULT '' COMMENT '分类名称',
-  pid bigint unsigned NOT NULL DEFAULT 0 COMMENT '父级分类ID，0为顶级',
-  `desc` varchar(500) NOT NULL DEFAULT '' COMMENT '分类描述',
-  sort int NOT NULL DEFAULT 0 COMMENT '排序',
-  status tinyint NOT NULL DEFAULT 1 COMMENT '状态 1启用 0禁用',
-  create_time datetime NOT NULL,
-  update_time datetime DEFAULT NULL,
-  delete_time datetime DEFAULT NULL COMMENT '软删除时间',
-  PRIMARY KEY (id),
-  KEY idx_tid_pid (tid, pid)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='CMS产品分类';
diff --git a/sql/yz_cms_solution.sql b/sql/yz_cms_solution.sql
deleted file mode 100644
index d6f42d5..0000000
--- a/sql/yz_cms_solution.sql
+++ /dev/null
@@ -1,34 +0,0 @@
--- CMS 解决方案（特色服务）与分类表（对应 backend 租户端 apps/cms/solution 模块）
--- 接口：/backend/servicesList、/backend/addServices、/backend/editServices/:id、/backend/deleteServices/:id
---       /backend/servicesTypesList、/backend/addServicesTypes、/backend/editServicesTypes/:id、/backend/deleteServicesTypes/:id
-
-CREATE TABLE IF NOT EXISTS yz_cms_solution (
-  id bigint unsigned NOT NULL AUTO_INCREMENT,
-  tid bigint unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  title varchar(100) NOT NULL DEFAULT '' COMMENT '名称',
-  thumb varchar(500) NOT NULL DEFAULT '' COMMENT '图片',
-  `desc` varchar(500) NOT NULL DEFAULT '' COMMENT '描述',
-  url varchar(500) NOT NULL DEFAULT '' COMMENT '跳转地址',
-  sort int NOT NULL DEFAULT 0 COMMENT '排序',
-  status tinyint NOT NULL DEFAULT 1 COMMENT '状态 1启用 0禁用',
-  create_time datetime NOT NULL,
-  update_time datetime DEFAULT NULL,
-  delete_time datetime DEFAULT NULL COMMENT '软删除时间',
-  PRIMARY KEY (id),
-  KEY idx_tid_status (tid, status)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='CMS解决方案(特色服务)';
-
-CREATE TABLE IF NOT EXISTS yz_cms_solution_category (
-  id bigint unsigned NOT NULL AUTO_INCREMENT,
-  tid bigint unsigned NOT NULL DEFAULT 0 COMMENT '租户ID',
-  title varchar(100) NOT NULL DEFAULT '' COMMENT '分类名称',
-  pid bigint unsigned NOT NULL DEFAULT 0 COMMENT '父级分类ID，0为顶级',
-  `desc` varchar(500) NOT NULL DEFAULT '' COMMENT '分类描述',
-  sort int NOT NULL DEFAULT 0 COMMENT '排序',
-  status tinyint NOT NULL DEFAULT 1 COMMENT '状态 1启用 0禁用',
-  create_time datetime NOT NULL,
-  update_time datetime DEFAULT NULL,
-  delete_time datetime DEFAULT NULL COMMENT '软删除时间',
-  PRIMARY KEY (id),
-  KEY idx_tid_pid (tid, pid)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='CMS解决方案分类';
diff --git a/sql/yz_password_store.sql b/sql/yz_password_store.sql
deleted file mode 100644
index 13d8477..0000000
--- a/sql/yz_password_store.sql
+++ /dev/null
@@ -1,37 +0,0 @@
--- 平台端和租户后台密码存储表。支持一个平台下挂载多个账号（每个账号包含账号、密码、注册信息、备注）。
-CREATE TABLE IF NOT EXISTS `yz_platform_password_store` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `platform` varchar(100) NOT NULL DEFAULT '' COMMENT '平台名称',
-  `url` varchar(500) NOT NULL DEFAULT '' COMMENT '平台网址/登录地址',
-  `accounts` longtext COMMENT '账号列表JSON: [{"username":"","password":"","registration_info":"","remark":""}]',
-  `remark` text COMMENT '平台备注',
-  `user_id` bigint unsigned NOT NULL COMMENT '所属用户ID',
-  `is_deleted` tinyint NOT NULL DEFAULT 0,
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP,
-  `update_time` datetime DEFAULT NULL,
-  `delete_time` datetime DEFAULT NULL,
-  PRIMARY KEY (`id`),
-  KEY `idx_platform_user` (`platform`,`user_id`),
-  KEY `idx_user_deleted` (`user_id`,`is_deleted`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='平台密码存储';
-
-CREATE TABLE IF NOT EXISTS `yz_backend_password_store` (
-  `id` bigint unsigned NOT NULL AUTO_INCREMENT,
-  `tid` bigint NOT NULL COMMENT '租户ID',
-  `platform` varchar(100) NOT NULL DEFAULT '' COMMENT '平台名称',
-  `url` varchar(500) NOT NULL DEFAULT '' COMMENT '平台网址/登录地址',
-  `accounts` longtext COMMENT '账号列表JSON: [{"username":"","password":"","registration_info":"","remark":""}]',
-  `remark` text COMMENT '平台备注',
-  `user_id` bigint unsigned NOT NULL COMMENT '所属用户ID',
-  `is_deleted` tinyint NOT NULL DEFAULT 0,
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP,
-  `update_time` datetime DEFAULT NULL,
-  `delete_time` datetime DEFAULT NULL,
-  PRIMARY KEY (`id`),
-  KEY `idx_tid_user` (`tid`,`user_id`),
-  KEY `idx_tid_platform` (`tid`,`platform`),
-  KEY `idx_tid_deleted` (`tid`,`is_deleted`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='租户密码存储';
-
--- 已经按旧的「单账号」结构建过表的库，请执行
--- sql/alter_password_store_to_multi_accounts.sql 完成升级与数据迁移。
diff --git a/sql/yz_platform_cursor_equipment_ip_log.sql b/sql/yz_platform_cursor_equipment_ip_log.sql
deleted file mode 100644
index fb12ba7..0000000
--- a/sql/yz_platform_cursor_equipment_ip_log.sql
+++ /dev/null
@@ -1,28 +0,0 @@
--- 设备 IP 登录日志表
--- 每次客户端调用 report / activateByCode 接口时，若携带 ipInfo，则向本表插入一条记录
-CREATE TABLE IF NOT EXISTS `yz_platform_cursor_equipment_ip_log` (
-  `id`             BIGINT UNSIGNED NOT NULL AUTO_INCREMENT COMMENT '主键',
-  `equipment_id`   BIGINT UNSIGNED NOT NULL DEFAULT 0  COMMENT '关联 yz_platform_cursor_equipment.id，0 表示设备尚未创建时的记录',
-  `machine_code`   VARCHAR(128)    NOT NULL DEFAULT '' COMMENT '机器码（冗余，便于无 equipment_id 时查询）',
-  `source`         VARCHAR(32)     NOT NULL DEFAULT '' COMMENT '来源：report / activateByCode',
-  -- ip-api.com 返回的原始字段
-  `status`         VARCHAR(32)     NOT NULL DEFAULT '' COMMENT 'ip-api status',
-  `country`        VARCHAR(64)     NOT NULL DEFAULT '' COMMENT '国家',
-  `country_code`   VARCHAR(8)      NOT NULL DEFAULT '' COMMENT '国家代码',
-  `region`         VARCHAR(16)     NOT NULL DEFAULT '' COMMENT '省/州代码',
-  `region_name`    VARCHAR(128)    NOT NULL DEFAULT '' COMMENT '省/州名称',
-  `city`           VARCHAR(128)    NOT NULL DEFAULT '' COMMENT '城市',
-  `zip`            VARCHAR(32)     NOT NULL DEFAULT '' COMMENT '邮编',
-  `lat`            DOUBLE          NOT NULL DEFAULT 0  COMMENT '纬度',
-  `lon`            DOUBLE          NOT NULL DEFAULT 0  COMMENT '经度',
-  `timezone`       VARCHAR(64)     NOT NULL DEFAULT '' COMMENT '时区',
-  `isp`            VARCHAR(255)    NOT NULL DEFAULT '' COMMENT 'ISP 运营商',
-  `org`            VARCHAR(255)    NOT NULL DEFAULT '' COMMENT '组织',
-  `as_info`        VARCHAR(255)    NOT NULL DEFAULT '' COMMENT 'AS 信息',
-  `query`          VARCHAR(64)     NOT NULL DEFAULT '' COMMENT '出口 IP 地址',
-  `create_time`    DATETIME        NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '记录时间',
-  PRIMARY KEY (`id`),
-  KEY `idx_equipment_id` (`equipment_id`),
-  KEY `idx_machine_code` (`machine_code`),
-  KEY `idx_create_time`  (`create_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='设备 IP 登录日志';
diff --git a/sql/yz_platform_notebook.sql b/sql/yz_platform_notebook.sql
deleted file mode 100644
index 376680c..0000000
--- a/sql/yz_platform_notebook.sql
+++ /dev/null
@@ -1,18 +0,0 @@
--- 平台记事本表
-CREATE TABLE IF NOT EXISTS `yz_platform_notebook` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT '主键ID',
-  `title` varchar(255) NOT NULL DEFAULT '' COMMENT '笔记标题',
-  `content` longtext COMMENT '笔记内容(HTML格式)',
-  `pinned` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否置顶 0-否 1-是',
-  `user_id` bigint(20) unsigned DEFAULT NULL COMMENT '创建用户ID',
-  `user_name` varchar(100) DEFAULT NULL COMMENT '创建用户名',
-  `is_deleted` tinyint(1) NOT NULL DEFAULT '0' COMMENT '是否删除 0-否 1-是',
-  `create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`),
-  KEY `idx_user_id` (`user_id`),
-  KEY `idx_pinned` (`pinned`),
-  KEY `idx_create_time` (`create_time`),
-  KEY `idx_is_deleted` (`is_deleted`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='平台记事本表';
diff --git a/sql/yz_system_login_log.sql b/sql/yz_system_login_log.sql
deleted file mode 100644
index bcb8c7f..0000000
--- a/sql/yz_system_login_log.sql
+++ /dev/null
@@ -1,20 +0,0 @@
--- 登录日志表
-CREATE TABLE IF NOT EXISTS `yz_system_login_log` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT 'ID',
-  `tid` bigint(20) unsigned DEFAULT NULL COMMENT '租户ID',
-  `user_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '用户ID',
-  `account` varchar(64) NOT NULL DEFAULT '' COMMENT '登录账号',
-  `user_name` varchar(64) NOT NULL DEFAULT '' COMMENT '用户姓名',
-  `tenant_name` varchar(64) NOT NULL DEFAULT '' COMMENT '租户名称',
-  `login_type` varchar(20) NOT NULL DEFAULT 'password' COMMENT '登录方式: password-密码, sms-短信验证码, email-邮箱验证码',
-  `status` tinyint(4) NOT NULL DEFAULT '1' COMMENT '登录状态: 0-失败, 1-成功',
-  `message` varchar(255) NOT NULL DEFAULT '' COMMENT '结果信息/失败原因',
-  `ip` varchar(50) NOT NULL DEFAULT '' COMMENT '登录IP',
-  `user_agent` varchar(500) NOT NULL DEFAULT '' COMMENT '浏览器User-Agent',
-  `create_time` datetime DEFAULT NULL COMMENT '登录时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  PRIMARY KEY (`id`),
-  KEY `idx_tid` (`tid`),
-  KEY `idx_account` (`account`),
-  KEY `idx_create_time` (`create_time`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='系统登录日志表';
diff --git a/sql/yz_system_sitereminder.sql b/sql/yz_system_sitereminder.sql
deleted file mode 100644
index bf65bc0..0000000
--- a/sql/yz_system_sitereminder.sql
+++ /dev/null
@@ -1,36 +0,0 @@
--- 站内信配置表
-CREATE TABLE IF NOT EXISTS `yz_system_sitereminder` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT 'ID',
-  `retention_days` int(11) NOT NULL DEFAULT '30' COMMENT '消息保留天数',
-  `auto_read` tinyint(4) NOT NULL DEFAULT '0' COMMENT '是否自动标记已读: 0-否, 1-是',
-  `create_time` datetime DEFAULT NULL COMMENT '创建时间',
-  `update_time` datetime DEFAULT NULL COMMENT '更新时间',
-  PRIMARY KEY (`id`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='站内信配置表';
-
--- 默认插入一条配置数据
-INSERT INTO `yz_system_sitereminder` (`id`, `retention_days`, `auto_read`, `create_time`, `update_time`)
-VALUES (1, 30, 0, NOW(), NOW())
-ON DUPLICATE KEY UPDATE `update_time` = NOW();
-
--- 站内信消息列表表
-CREATE TABLE IF NOT EXISTS `yz_system_reminderlist` (
-  `id` bigint(20) unsigned NOT NULL AUTO_INCREMENT COMMENT 'ID',
-  `title` varchar(255) NOT NULL COMMENT '标题',
-  `content` text NOT NULL COMMENT '内容',
-  `sender_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '发送者ID (0为系统)',
-  `sender_type` varchar(32) NOT NULL DEFAULT 'system' COMMENT '发送者类型: system, platform, tenant',
-  `receiver_id` bigint(20) unsigned NOT NULL COMMENT '接收者ID',
-  `receiver_type` varchar(32) NOT NULL DEFAULT 'receiver' COMMENT '接收者类型: platform, tenant',
-  `is_read` tinyint(4) NOT NULL DEFAULT '0' COMMENT '是否已读: 0-未读, 1-已读',
-  `read_time` datetime DEFAULT NULL COMMENT '已读时间',
-  `create_time` datetime DEFAULT NULL COMMENT '创建时间/发送时间',
-  `delete_time` datetime DEFAULT NULL COMMENT '删除时间',
-  `batch_id` varchar(64) NOT NULL DEFAULT '' COMMENT '批次号/分组ID',
-  `target_type` varchar(32) NOT NULL DEFAULT '' COMMENT '发送目标类型: platform, tenant_all, role, tenant',
-  `target_role_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '目标角色ID',
-  `target_tenant_id` bigint(20) unsigned NOT NULL DEFAULT '0' COMMENT '目标租户ID',
-  PRIMARY KEY (`id`),
-  KEY `idx_receiver` (`receiver_type`, `receiver_id`, `is_read`),
-  KEY `idx_batch` (`batch_id`)
-) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='站内信消息列表表';