From 6f106e43af7a822120af300770115037ead2652a Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E6=89=AB=E5=9C=B0=E5=83=A7?= <357099073@qq.com>
Date: Mon, 14 Sep 2026 00:09:58 +0800
Subject: [PATCH] =?UTF-8?q?=E5=A2=9E=E5=8A=A0=E5=8D=95=E4=BD=8D=E5=8A=9F?=
 =?UTF-8?q?=E8=83=BD?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 backend/src/api/crmPayback.js                 |   5 +
 backend/src/api/crmUnit.js                    |  36 ++
 backend/src/router/index.js                   |  19 +
 .../contract/components/detail_payback.vue    | 100 +++-
 backend/src/views/apps/crm/payback/index.vue  | 103 +++-
 .../apps/crm/product/components/edit.vue      |  37 +-
 backend/src/views/apps/crm/setting/index.vue  | 104 +++++
 .../apps/crm/setting/unit/components/edit.vue | 126 +++++
 .../src/views/apps/crm/setting/unit/index.vue | 175 +++++++
 .../components/contactDetailDialog.vue        |  16 +-
 .../apps/oa/document/documentgraph/index.vue  |  87 +++-
 .../components/fileDetailDrawer.vue           | 106 +++--
 go/controllers/backend_crm_payback.go         |  48 ++
 go/controllers/backend_crm_unit.go            | 439 ++++++++++++++++++
 go/docs/sql/create_backend_crm_unit.sql       |  28 ++
 go/models/init.go                             |  30 ++
 go/models/tenant_crm_unit.go                  |  27 ++
 go/routers/backend/backend.go                 |   9 +-
 .../accountpool/codex/components/detail.vue   |  22 +-
 .../accountpool/cursor/components/detail.vue  |  40 +-
 .../accountpool/kiro/components/detail.vue    |  22 +-
 .../windsurf/components/detail.vue            |  22 +-
 22 files changed, 1473 insertions(+), 128 deletions(-)
 create mode 100644 backend/src/api/crmUnit.js
 create mode 100644 backend/src/views/apps/crm/setting/index.vue
 create mode 100644 backend/src/views/apps/crm/setting/unit/components/edit.vue
 create mode 100644 backend/src/views/apps/crm/setting/unit/index.vue
 create mode 100644 go/controllers/backend_crm_unit.go
 create mode 100644 go/docs/sql/create_backend_crm_unit.sql
 create mode 100644 go/models/tenant_crm_unit.go

diff --git a/backend/src/api/crmPayback.js b/backend/src/api/crmPayback.js
index 140d31f..1ced323 100644
--- a/backend/src/api/crmPayback.js
+++ b/backend/src/api/crmPayback.js
@@ -66,3 +66,8 @@ export function createPaybackRecord(data) {
 export function deletePaybackRecord(id) {
   return request({ url: `/backend/crm/payback/record/${id}`, method: "delete" });
 }
+
+/** 更新回款记录回执（补传流水回执）：仅更新回执，不改金额与状态 */
+export function updatePaybackRecord(id, data) {
+  return request({ url: `/backend/crm/payback/record/${id}`, method: "put", data });
+}
diff --git a/backend/src/api/crmUnit.js b/backend/src/api/crmUnit.js
new file mode 100644
index 0000000..b8e9684
--- /dev/null
+++ b/backend/src/api/crmUnit.js
@@ -0,0 +1,36 @@
+import request from "@/utils/request";
+
+/**
+ * CRM 基本设置 - 计量单位接口。
+ * 单位用于产品管理等业务（产品「单位」下拉取自本表）。
+ */
+
+export function getUnitList(params) {
+  return request({ url: "/backend/crm/unit/list", method: "get", params });
+}
+
+/** 下拉数据源：仅返回启用中的单位 */
+export function getAllUnits(params) {
+  return request({ url: "/backend/crm/unit/all", method: "get", params });
+}
+
+export function getUnitDetail(id) {
+  return request({ url: `/backend/crm/unit/${id}`, method: "get" });
+}
+
+export function createUnit(data) {
+  return request({ url: "/backend/crm/unit", method: "post", data });
+}
+
+export function updateUnit(id, data) {
+  return request({ url: `/backend/crm/unit/${id}`, method: "put", data });
+}
+
+export function deleteUnit(id) {
+  return request({ url: `/backend/crm/unit/${id}`, method: "delete" });
+}
+
+/** 补齐缺失的系统默认单位（套 / 台 / 个 …） */
+export function initDefaultUnits() {
+  return request({ url: "/backend/crm/unit/init-default", method: "post" });
+}
diff --git a/backend/src/router/index.js b/backend/src/router/index.js
index f3d3a8a..b41817f 100644
--- a/backend/src/router/index.js
+++ b/backend/src/router/index.js
@@ -82,6 +82,25 @@ const staticMainChildren = [
     path: "/apps/crm/product/cate.vue",
     redirect: "/apps/crm/product/cate"
   },
+  // CRM 基本设置（单位设置等基础数据维护入口）
+  {
+    path: "/apps/crm/setting",
+    name: "CrmSetting",
+    component: () => import("@/views/apps/crm/setting/index.vue"),
+    meta: { requiresAuth: true, title: "基本设置", modulePath: "/apps/crm" }
+  },
+  // CRM 单位设置（产品等业务的「单位」下拉取自该表）
+  {
+    path: "/apps/crm/setting/unit",
+    name: "CrmSettingUnit",
+    component: () => import("@/views/apps/crm/setting/unit/index.vue"),
+    meta: { requiresAuth: true, title: "单位设置", modulePath: "/apps/crm" }
+  },
+  // 兼容带 .vue 后缀的菜单路径
+  {
+    path: "/apps/crm/setting/unit.vue",
+    redirect: "/apps/crm/setting/unit"
+  },
   {
     path: "/user/userProfile",
     name: "userProfile",
diff --git a/backend/src/views/apps/crm/contract/components/detail_payback.vue b/backend/src/views/apps/crm/contract/components/detail_payback.vue
index e21c001..eed8488 100644
--- a/backend/src/views/apps/crm/contract/components/detail_payback.vue
+++ b/backend/src/views/apps/crm/contract/components/detail_payback.vue
@@ -90,8 +90,17 @@
       <el-table-column label="备注" min-width="120" show-overflow-tooltip>
         <template #default="{ row }">{{ row.remark || "-" }}</template>
       </el-table-column>
-      <el-table-column label="操作" width="80" align="center" fixed="right">
+      <el-table-column label="操作" width="150" align="center" fixed="right">
         <template #default="{ row }">
+          <el-button
+            v-if="!row.receipt_url"
+            link
+            type="primary"
+            size="small"
+            @click="openReceipt(row)"
+          >
+            补回执
+          </el-button>
           <el-tooltip
             :disabled="Number((planOf(row.payback_id) || {}).status) !== 2"
             content="所属回款计划已完成（回款已收齐），不允许删除回款记录"
@@ -192,6 +201,35 @@
         <el-button type="primary" :loading="receiveSaving" @click="submitReceive">保存</el-button>
       </template>
     </el-dialog>
+
+    <!-- 补传回款回执：针对已登记但漏传回执的回款记录 -->
+    <el-dialog v-model="receiptVisible" title="补传回款回执" width="460px">
+      <el-form :model="receiptForm" label-width="90px">
+        <el-form-item label="流水回执">
+          <div class="receipt-block">
+            <el-upload
+              :show-file-list="false"
+              :http-request="handleReceiptFileUpload"
+              :disabled="receiptUploading"
+              accept=".jpg,.jpeg,.png,.pdf,.doc,.docx,.xls,.xlsx"
+            >
+              <el-button :icon="Upload" :loading="receiptUploading" size="small">上传流水回执</el-button>
+            </el-upload>
+            <div v-if="receiptForm.receipt_url" class="receipt-file">
+              <el-link type="primary" :href="receiptForm.receipt_url" target="_blank" :underline="false">
+                <el-icon><Document /></el-icon>
+                <span class="receipt-name">{{ receiptForm.receipt_name || "流水回执" }}</span>
+              </el-link>
+              <el-button link type="danger" size="small" :icon="Delete" @click="clearReceiptForm">移除</el-button>
+            </div>
+          </div>
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="receiptVisible = false">取消</el-button>
+        <el-button type="primary" :loading="receiptUploading" @click="submitReceipt">保存回执</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
@@ -203,6 +241,7 @@ import {
   getPaybackList,
   getPaybackRecordList,
   createPaybackRecord,
+  updatePaybackRecord,
   deletePaybackRecord,
 } from "@/api/crmPayback";
 import { uploadFile } from "@/api/file";
@@ -404,6 +443,65 @@ function clearReceipt() {
   receiveForm.receipt_name = "";
 }
 
+/* ---------------------------- 补传回款回执（事后补凭证） ---------------------------- */
+const receiptVisible = ref(false);
+const receiptUploading = ref(false);
+const receiptForm = reactive({ id: null, receipt_url: "", receipt_name: "" });
+
+/** 打开补回执：仅针对未上传回执的回款记录 */
+function openReceipt(row) {
+  receiptForm.id = row.id;
+  receiptForm.receipt_url = "";
+  receiptForm.receipt_name = "";
+  receiptVisible.value = true;
+}
+
+async function handleReceiptFileUpload(options) {
+  const file = options.file;
+  receiptUploading.value = true;
+  try {
+    const fd = new FormData();
+    fd.append("file", file);
+    const res = await uploadFile(fd);
+    const data = res?.data || {};
+    receiptForm.receipt_url = data.url || "";
+    receiptForm.receipt_name = data.name || file.name;
+    ElMessage.success("上传成功");
+  } catch (e) {
+    ElMessage.error(e.message || "上传失败");
+  } finally {
+    receiptUploading.value = false;
+  }
+}
+
+function clearReceiptForm() {
+  receiptForm.receipt_url = "";
+  receiptForm.receipt_name = "";
+}
+
+async function submitReceipt() {
+  if (!receiptForm.id) return;
+  if (!receiptForm.receipt_url) {
+    ElMessage.warning("请先上传回执文件");
+    return;
+  }
+  receiptUploading.value = true;
+  try {
+    await updatePaybackRecord(receiptForm.id, {
+      receipt_url: receiptForm.receipt_url,
+      receipt_name: receiptForm.receipt_name,
+    });
+    ElMessage.success("回执已补传");
+    receiptVisible.value = false;
+    await fetchRecords();
+    emit("saved");
+  } catch (e) {
+    ElMessage.error(e.message || "补传失败");
+  } finally {
+    receiptUploading.value = false;
+  }
+}
+
 async function submitReceive() {
   if (!receiveForm.payback_id) {
     ElMessage.warning("请选择回款计划");
diff --git a/backend/src/views/apps/crm/payback/index.vue b/backend/src/views/apps/crm/payback/index.vue
index 76b9608..a74f867 100644
--- a/backend/src/views/apps/crm/payback/index.vue
+++ b/backend/src/views/apps/crm/payback/index.vue
@@ -3,7 +3,7 @@
     <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明细跟踪（点击「详情」登记一笔笔回款）</p>
+        <p>针对于合同的回款计划创建与回款明细跟踪</p>
       </div>
       <div class="header-actions">
         <el-button :icon="Refresh" @click="fetchList">刷新</el-button>
@@ -163,6 +163,15 @@
               >
                 回执
               </el-link>
+              <el-button
+                v-else
+                link
+                type="primary"
+                size="small"
+                @click="openReceipt(row)"
+              >
+                补回执
+              </el-button>
               <el-tooltip
                 :disabled="Number(row.__planStatus) !== 2"
                 content="所属回款计划已完成（回款已收齐），不允许删除回款记录"
@@ -210,14 +219,44 @@
       @delete="handleDetailDelete"
       @refresh="fetchList"
     />
+
+    <!-- 补传回款回执：针对列表里已登记但漏传回执的回款记录 -->
+    <el-dialog v-model="receiptVisible" title="补传回款回执" width="460px">
+      <el-form :model="receiptForm" label-width="90px">
+        <el-form-item label="流水回执">
+          <div class="receipt-block">
+            <el-upload
+              :show-file-list="false"
+              :http-request="handleReceiptFileUpload"
+              :disabled="receiptUploading"
+              accept=".jpg,.jpeg,.png,.pdf,.doc,.docx,.xls,.xlsx"
+            >
+              <el-button :icon="Upload" :loading="receiptUploading" size="small">上传流水回执</el-button>
+            </el-upload>
+            <div v-if="receiptForm.receipt_url" class="receipt-file">
+              <el-link type="primary" :href="receiptForm.receipt_url" target="_blank" :underline="false">
+                <el-icon><Document /></el-icon>
+                <span class="receipt-name">{{ receiptForm.receipt_name || "流水回执" }}</span>
+              </el-link>
+              <el-button link type="danger" size="small" :icon="Delete" @click="clearReceiptForm">移除</el-button>
+            </div>
+          </div>
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="receiptVisible = false">取消</el-button>
+        <el-button type="primary" :loading="receiptUploading" @click="submitReceipt">保存回执</el-button>
+      </template>
+    </el-dialog>
   </div>
 </template>
 
 <script setup>
 import { ref, reactive, onMounted } from "vue";
 import { ElMessage, ElMessageBox } from "element-plus";
-import { Plus, Search, Refresh } from "@element-plus/icons-vue";
-import { getPaybackList, deletePayback, deletePaybackRecord } from "@/api/crmPayback";
+import { Plus, Search, Refresh, Upload, Delete, Document } from "@element-plus/icons-vue";
+import { getPaybackList, deletePayback, deletePaybackRecord, updatePaybackRecord } from "@/api/crmPayback";
+import { uploadFile } from "@/api/file";
 import PaybackCreate from "./components/create.vue";
 import PaybackDetail from "./components/detail.vue";
 import {
@@ -362,6 +401,64 @@ async function handleDeleteRecord(row) {
   }
 }
 
+/* ---------------------------- 补传回款回执（事后补凭证） ---------------------------- */
+const receiptVisible = ref(false);
+const receiptUploading = ref(false);
+const receiptForm = reactive({ id: null, receipt_url: "", receipt_name: "" });
+
+/** 打开补回执：仅针对未上传回执的回款记录 */
+function openReceipt(row) {
+  receiptForm.id = row.id;
+  receiptForm.receipt_url = "";
+  receiptForm.receipt_name = "";
+  receiptVisible.value = true;
+}
+
+async function handleReceiptFileUpload(options) {
+  const file = options.file;
+  receiptUploading.value = true;
+  try {
+    const fd = new FormData();
+    fd.append("file", file);
+    const res = await uploadFile(fd);
+    const data = res?.data || {};
+    receiptForm.receipt_url = data.url || "";
+    receiptForm.receipt_name = data.name || file.name;
+    ElMessage.success("上传成功");
+  } catch (e) {
+    ElMessage.error(e.message || "上传失败");
+  } finally {
+    receiptUploading.value = false;
+  }
+}
+
+function clearReceiptForm() {
+  receiptForm.receipt_url = "";
+  receiptForm.receipt_name = "";
+}
+
+async function submitReceipt() {
+  if (!receiptForm.id) return;
+  if (!receiptForm.receipt_url) {
+    ElMessage.warning("请先上传回执文件");
+    return;
+  }
+  receiptUploading.value = true;
+  try {
+    await updatePaybackRecord(receiptForm.id, {
+      receipt_url: receiptForm.receipt_url,
+      receipt_name: receiptForm.receipt_name,
+    });
+    ElMessage.success("回执已补传");
+    receiptVisible.value = false;
+    fetchList();
+  } catch (e) {
+    ElMessage.error(e.message || "补传失败");
+  } finally {
+    receiptUploading.value = false;
+  }
+}
+
 onMounted(fetchList);
 </script>
 
diff --git a/backend/src/views/apps/crm/product/components/edit.vue b/backend/src/views/apps/crm/product/components/edit.vue
index de4ee7a..b82107c 100644
--- a/backend/src/views/apps/crm/product/components/edit.vue
+++ b/backend/src/views/apps/crm/product/components/edit.vue
@@ -50,8 +50,15 @@
         </el-col>
         <el-col :span="12">
           <el-form-item label="单位" prop="unit">
-            <el-select v-model="form.unit" filterable allow-create clearable placeholder="请选择" style="width: 100%">
-              <el-option v-for="i in PRODUCT_UNIT_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+            <el-select
+              v-model="form.unit"
+              filterable
+              allow-create
+              clearable
+              placeholder="请选择或输入单位"
+              style="width: 100%"
+            >
+              <el-option v-for="i in unitOptions" :key="i" :label="i" :value="i" />
             </el-select>
           </el-form-item>
         </el-col>
@@ -65,7 +72,7 @@
             <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>
+            <!-- <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'">
@@ -122,6 +129,7 @@ import { ref, reactive, watch } from "vue";
 import { ElMessage } from "element-plus";
 import { createProduct, updateProduct } from "@/api/crmProduct";
 import { getProductCategoryList } from "@/api/crmProductCategory";
+import { getUnitList } from "@/api/crmUnit";
 import { PRODUCT_STATUS_OPTIONS, PRODUCT_UNIT_OPTIONS, formatMoney } from "../../dict";
 import { treeSellTotal } from "../../contract/components/utils";
 import DevModuleTree from "../../contract/components/DevModuleTree.vue";
@@ -137,6 +145,7 @@ const submitting = ref(false);
 const isEdit = ref(false);
 const internalId = ref(null);
 const categoryOptions = ref([]);
+const unitOptions = ref([]);
 const devVisible = ref(false);
 
 const defaultForm = () => ({
@@ -205,6 +214,7 @@ watch(
         Object.assign(form, defaultForm());
       }
       fetchCategories();
+      fetchUnits();
     }
   }
 );
@@ -219,6 +229,27 @@ async function fetchCategories() {
   }
 }
 
+/** 单位下拉合并：单位设置中的启用项 + 内置默认单位 + 当前产品的历史单位值 */
+function mergeUnitOptions(names) {
+  const all = (names || []).filter(Boolean);
+  PRODUCT_UNIT_OPTIONS.forEach((i) => {
+    if (!all.includes(i.value)) all.push(i.value);
+  });
+  if (form.unit && !all.includes(form.unit)) all.push(form.unit);
+  return all;
+}
+
+/** 加载计量单位（取自「基本设置 - 单位设置」，取启用中的单位） */
+async function fetchUnits() {
+  try {
+    const res = await getUnitList({ page: 1, pageSize: 200, status: 1 });
+    const names = (res?.data?.list || []).map((i) => i.name);
+    unitOptions.value = mergeUnitOptions(names);
+  } catch (e) {
+    unitOptions.value = mergeUnitOptions([]);
+  }
+}
+
 function handleClose() {
   emit("update:visible", false);
 }
diff --git a/backend/src/views/apps/crm/setting/index.vue b/backend/src/views/apps/crm/setting/index.vue
new file mode 100644
index 0000000..30d8bde
--- /dev/null
+++ b/backend/src/views/apps/crm/setting/index.vue
@@ -0,0 +1,104 @@
+<template>
+  <div class="crm-page">
+    <div class="page-header">
+      <div>
+        <h2>基本设置</h2>
+        <p>维护 CRM 各模块的基础数据，设置后立即在对应业务表单中生效</p>
+      </div>
+    </div>
+
+    <div class="setting-grid">
+      <div class="setting-card" @click="go('/apps/crm/setting/unit')">
+        <div class="card-icon">
+          <el-icon><Box /></el-icon>
+        </div>
+        <div class="card-body">
+          <div class="card-title">单位设置</div>
+          <div class="card-desc">维护产品、报价等业务使用的计量单位（套 / 台 / 个 …）</div>
+        </div>
+        <el-icon class="card-arrow"><ArrowRight /></el-icon>
+      </div>
+    </div>
+  </div>
+</template>
+
+<script setup>
+import { useRouter } from "vue-router";
+import { Box, ArrowRight } from "@element-plus/icons-vue";
+
+const router = useRouter();
+
+function go(path) {
+  router.push(path);
+}
+</script>
+
+<style lang="less" scoped src="../styles/crm-page.less"></style>
+
+<style lang="less" scoped>
+.setting-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(280px, 1fr));
+  gap: 12px;
+}
+
+.setting-card {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  padding: 16px;
+  background: var(--el-bg-color);
+  border: 1px solid var(--el-border-color-lighter);
+  border-radius: 6px;
+  cursor: pointer;
+  transition: border-color 0.2s, box-shadow 0.2s;
+
+  &:hover {
+    border-color: var(--el-color-primary-light-5);
+    box-shadow: 0 2px 12px 0 var(--el-color-primary-light-9);
+
+    .card-arrow {
+      color: var(--el-color-primary);
+      transform: translateX(2px);
+    }
+  }
+
+  .card-icon {
+    width: 40px;
+    height: 40px;
+    flex-shrink: 0;
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    border-radius: 6px;
+    font-size: 20px;
+    color: var(--el-color-primary);
+    background: var(--el-color-primary-light-9);
+  }
+
+  .card-body {
+    flex: 1;
+    min-width: 0;
+
+    .card-title {
+      font-size: 15px;
+      font-weight: 600;
+      color: var(--el-text-color-primary);
+    }
+
+    .card-desc {
+      margin-top: 4px;
+      font-size: 12px;
+      color: var(--el-text-color-secondary);
+      overflow: hidden;
+      text-overflow: ellipsis;
+      white-space: nowrap;
+    }
+  }
+
+  .card-arrow {
+    color: var(--el-text-color-placeholder);
+    transition: color 0.2s, transform 0.2s;
+  }
+}
+</style>
diff --git a/backend/src/views/apps/crm/setting/unit/components/edit.vue b/backend/src/views/apps/crm/setting/unit/components/edit.vue
new file mode 100644
index 0000000..e1017b3
--- /dev/null
+++ b/backend/src/views/apps/crm/setting/unit/components/edit.vue
@@ -0,0 +1,126 @@
+<template>
+  <el-dialog
+    :model-value="visible"
+    :title="isEdit ? '编辑单位' : '新增单位'"
+    width="520px"
+    :close-on-click-modal="false"
+    @update:model-value="handleClose"
+    @opened="handleOpened"
+  >
+    <el-form ref="formRef" :model="form" :rules="rules" label-width="90px" label-position="right">
+      <el-form-item label="单位名称" prop="name">
+        <el-input v-model="form.name" placeholder="如：套 / 台 / 个 / 人天" maxlength="20" />
+      </el-form-item>
+      <el-form-item label="单位编码" prop="code">
+        <el-input v-model="form.code" placeholder="选填，如：SET / PCS" maxlength="50" />
+      </el-form-item>
+      <el-form-item label="排序" prop="sort">
+        <el-input-number v-model="form.sort" :min="0" :max="9999" :controls="false" style="width: 140px" />
+      </el-form-item>
+      <el-form-item label="状态" prop="status">
+        <el-select v-model="form.status" placeholder="请选择" style="width: 100%">
+          <el-option v-for="i in PRODUCT_STATUS_OPTIONS" :key="i.value" :label="i.label" :value="Number(i.value)" />
+        </el-select>
+      </el-form-item>
+      <el-form-item label="备注" prop="remark">
+        <el-input v-model="form.remark" type="textarea" :rows="3" placeholder="请输入备注（选填）" maxlength="255" />
+      </el-form-item>
+    </el-form>
+
+    <template #footer>
+      <el-button @click="handleClose">取消</el-button>
+      <el-button type="primary" :loading="submitting" @click="handleSubmit">保存</el-button>
+    </template>
+  </el-dialog>
+</template>
+
+<script setup>
+import { ref, reactive, watch } from "vue";
+import { ElMessage } from "element-plus";
+import { createUnit, updateUnit } from "@/api/crmUnit";
+import { PRODUCT_STATUS_OPTIONS } from "../../../dict";
+
+const props = defineProps({
+  visible: { type: Boolean, default: false },
+  editData: { type: Object, default: null },
+});
+const emit = defineEmits(["update:visible", "success"]);
+
+const formRef = ref();
+const submitting = ref(false);
+const isEdit = ref(false);
+const currentId = ref(null);
+
+const defaultForm = () => ({
+  name: "",
+  code: "",
+  sort: 0,
+  status: 1,
+  remark: "",
+});
+
+const form = reactive(defaultForm());
+
+const rules = {
+  name: [{ required: true, message: "请输入单位名称", trigger: "blur" }],
+};
+
+watch(
+  () => props.visible,
+  (val) => {
+    if (!val) return;
+    if (props.editData) {
+      isEdit.value = true;
+      currentId.value = props.editData.id;
+      Object.assign(form, defaultForm(), props.editData);
+      form.status = Number(props.editData.status);
+      if (isNaN(form.status)) form.status = 1;
+      form.sort = Number(props.editData.sort) || 0;
+    } else {
+      isEdit.value = false;
+      currentId.value = null;
+      Object.assign(form, defaultForm());
+    }
+  }
+);
+
+function handleClose() {
+  emit("update:visible", false);
+}
+
+function handleOpened() {
+  formRef.value?.clearValidate();
+}
+
+async function handleSubmit() {
+  if (!formRef.value) return;
+  try {
+    await formRef.value.validate();
+  } catch (e) {
+    return;
+  }
+  submitting.value = true;
+  try {
+    const payload = {
+      name: String(form.name || "").trim(),
+      code: String(form.code || "").trim(),
+      sort: Number(form.sort) || 0,
+      status: Number(form.status),
+      remark: form.remark || "",
+    };
+    if (isEdit.value) {
+      await updateUnit(currentId.value, payload);
+      ElMessage.success("更新成功");
+    } else {
+      await createUnit(payload);
+      ElMessage.success("创建成功");
+    }
+    emit("success");
+    handleClose();
+  } catch (e) {
+    ElMessage.error(e.message || "操作失败");
+  } finally {
+    submitting.value = false;
+  }
+}
+</script>
diff --git a/backend/src/views/apps/crm/setting/unit/index.vue b/backend/src/views/apps/crm/setting/unit/index.vue
new file mode 100644
index 0000000..6ff9a0b
--- /dev/null
+++ b/backend/src/views/apps/crm/setting/unit/index.vue
@@ -0,0 +1,175 @@
+<template>
+  <div class="crm-page">
+    <div class="page-header">
+      <div>
+        <h2>单位设置</h2>
+        <p>维护产品、报价等业务使用的计量单位，产品表单的「单位」下拉取自本表</p>
+      </div>
+      <div class="header-actions">
+        <el-button :icon="Refresh" @click="fetchList">刷新</el-button>
+        <el-button :icon="RefreshLeft" @click="handleInitDefault">恢复默认单位</el-button>
+        <el-button type="primary" :icon="Plus" @click="openCreate">新增单位</el-button>
+      </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="搜索单位名称 / 编码"
+            :prefix-icon="Search"
+            style="width: 240px"
+            @keyup.enter="handleSearch"
+          />
+        </el-form-item>
+        <el-form-item label="状态">
+          <el-select v-model="filters.status" clearable placeholder="全部" style="width: 120px">
+            <el-option v-for="i in PRODUCT_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 prop="name" label="单位名称" min-width="140" show-overflow-tooltip />
+        <el-table-column prop="code" label="单位编码" width="140" show-overflow-tooltip>
+          <template #default="{ row }">{{ row.code || "-" }}</template>
+        </el-table-column>
+        <el-table-column prop="sort" label="排序" width="90" align="center" />
+        <el-table-column label="状态" width="90" align="center">
+          <template #default="{ row }">
+            <el-tag :type="productStatusTag(row.status)" size="small">{{ productStatusText(row.status) }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="引用数" width="100" align="center">
+          <template #default="{ row }">
+            <el-tag v-if="row.used_count" type="info" size="small" effect="plain">{{ row.used_count }} 个产品</el-tag>
+            <span v-else>-</span>
+          </template>
+        </el-table-column>
+        <el-table-column prop="remark" label="备注" min-width="180" show-overflow-tooltip>
+          <template #default="{ row }">{{ row.remark || "-" }}</template>
+        </el-table-column>
+        <el-table-column label="操作" width="160" align="center" fixed="right">
+          <template #default="{ row }">
+            <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="暂无单位" :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>
+
+    <UnitEdit v-model:visible="dialogVisible" :edit-data="currentRow" @success="fetchList" />
+  </div>
+</template>
+
+<script setup>
+import { ref, reactive, onMounted } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Plus, Search, Refresh, RefreshLeft } from "@element-plus/icons-vue";
+import { getUnitList, deleteUnit, initDefaultUnits } from "@/api/crmUnit";
+import UnitEdit from "./components/edit.vue";
+import { PRODUCT_STATUS_OPTIONS, productStatusText, productStatusTag } from "../../dict";
+
+const loading = ref(false);
+const tableData = ref([]);
+const dialogVisible = ref(false);
+const currentRow = ref(null);
+
+const filters = reactive({ keyword: "", status: "" });
+const pagination = reactive({ page: 1, pageSize: 20, total: 0 });
+
+onMounted(() => {
+  fetchList();
+});
+
+async function fetchList() {
+  loading.value = true;
+  try {
+    const res = await getUnitList({
+      page: pagination.page,
+      pageSize: pagination.pageSize,
+      ...filters,
+    });
+    tableData.value = res?.data?.list || [];
+    pagination.total = res?.data?.total || 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.status = "";
+  handleSearch();
+}
+
+function openCreate() {
+  currentRow.value = null;
+  dialogVisible.value = true;
+}
+
+function openEdit(row) {
+  currentRow.value = { ...row };
+  dialogVisible.value = true;
+}
+
+/** 补齐缺失的系统默认单位（已存在的不会被覆盖） */
+async function handleInitDefault() {
+  try {
+    await ElMessageBox.confirm("将补充缺失的默认单位（套 / 台 / 个 …），已存在的单位不会被修改。", "恢复默认单位", {
+      type: "warning",
+    });
+    const res = await initDefaultUnits();
+    const added = res?.data?.added || 0;
+    ElMessage.success(added ? `已补充 ${added} 个单位` : "默认单位已齐全");
+    fetchList();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "操作失败");
+  }
+}
+
+async function handleDelete(row) {
+  const used = Number(row.used_count) || 0;
+  const tip = used ? `该单位已被 ${used} 个产品引用，删除后产品中的历史单位不受影响。` : "删除后不可恢复。";
+  try {
+    await ElMessageBox.confirm(`确定删除单位「${row.name}」吗？${tip}`, "删除确认", { type: "warning" });
+    await deleteUnit(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/oa/contact/components/contactDetailDialog.vue b/backend/src/views/apps/oa/contact/components/contactDetailDialog.vue
index e49815c..f43ff29 100644
--- a/backend/src/views/apps/oa/contact/components/contactDetailDialog.vue
+++ b/backend/src/views/apps/oa/contact/components/contactDetailDialog.vue
@@ -143,15 +143,15 @@ const handleClose = () => {
   display: flex;
   gap: 16px;
   padding: 16px;
-  background: #f5f7fa;
+  background: var(--el-fill-color-light);
   border-radius: 8px;
   margin-bottom: 20px;
 }
 
 .detail-avatar {
   flex-shrink: 0;
-  background: #409eff;
-  color: #fff;
+  background: var(--el-color-primary);
+  color: var(--el-color-white);
   font-size: 22px;
 }
 
@@ -171,12 +171,12 @@ const handleClose = () => {
 .detail-name {
   font-size: 18px;
   font-weight: 600;
-  color: #303133;
+  color: var(--el-text-color-primary);
 }
 
 .detail-sub {
   font-size: 13px;
-  color: #606266;
+  color: var(--el-text-color-regular);
 }
 
 .detail-section {
@@ -187,11 +187,11 @@ const handleClose = () => {
   margin: 0 0 12px;
   font-size: 14px;
   font-weight: 600;
-  color: #303133;
+  color: var(--el-text-color-primary);
 }
 
 .contact-link {
-  color: #409eff;
+  color: var(--el-color-primary);
   text-decoration: none;
 }
 
@@ -200,7 +200,7 @@ const handleClose = () => {
 }
 
 .empty-text {
-  color: #c0c4cc;
+  color: var(--el-text-color-placeholder);
 }
 
 .dialog-footer {
diff --git a/backend/src/views/apps/oa/document/documentgraph/index.vue b/backend/src/views/apps/oa/document/documentgraph/index.vue
index 2281cda..10ad5fb 100644
--- a/backend/src/views/apps/oa/document/documentgraph/index.vue
+++ b/backend/src/views/apps/oa/document/documentgraph/index.vue
@@ -16,7 +16,13 @@
 
     <div class="graph-layout">
       <!-- 左侧：图谱 -->
-      <div class="graph-card">
+      <div
+        ref="graphCardRef"
+        class="graph-card"
+        @contextmenu="onGraphContextMenu"
+        @mousedown="onGraphMouseDown"
+        @wheel="onGraphWheel"
+      >
         <div class="filter-bar">
           <el-input
             v-model="filters.keyword"
@@ -66,12 +72,7 @@
         </div>
 
         <div v-loading="loading" class="chart-wrap">
-          <div
-            ref="chartRef"
-            class="chart"
-            @contextmenu.prevent
-            @mousedown="onChartMouseDown"
-          />
+          <div ref="chartRef" class="chart" />
           <el-empty
             v-if="!loading && !displayNodes.length"
             description="暂无可展示的分类或文档，请先到文档库新建分类并上传文档"
@@ -196,6 +197,7 @@ import { getDocCategories, getDocGraph } from "@/api/oaDocument";
 import { DOC_RELATION_OPTIONS, docTypeColor, docTypeLabel } from "../utils";
 
 const chartRef = ref(null);
+const graphCardRef = ref(null);
 let chart = null;
 let resizeObserver = null;
 let themeObserver = null;
@@ -216,7 +218,8 @@ const detailId = ref(0);
 // 分层展开：默认展示顶级往下 3 级，点击分支节点后在该分支继续延展 3 级
 const INITIAL_DEPTH = 3;
 const expandedIds = ref(new Set());
-// 按住右键拖拽平移画布（ECharts 原生 roam 只响应左键，右键需自行接管）
+// 鼠标位于「图谱卡片」内时：滚轮整体缩放 + 按住右键拖拽平移
+// （ECharts 原生 roam 只作用于画布内，且右键不响应，这里在卡片层统一接管）
 const panning = ref(false);
 
 const filters = reactive({
@@ -461,8 +464,9 @@ function buildOption() {
       {
         type: "graph",
         layout: filters.layout,
-        // roam: 滚轮缩放 + 左键在空白处拖拽平移；节点左键可拖拽，右键拖拽整体平移
-        roam: true,
+        // roam='move'：仅保留左键空白拖拽平移，滚轮缩放由卡片层 onGraphWheel 统一接管
+        // （避免原生缩放与自定义缩放在画布内叠加，导致一次滚动缩放两遍）
+        roam: "move",
         scaleLimit: { min: 0.15, max: 6 },
         draggable: true,
         data,
@@ -546,23 +550,64 @@ function openNode(node) {
   }
 }
 
-// ---------------- 按住右键拖拽平移 ----------------
-// ECharts 的 roam 会忽略右键（isMiddleOrRightButtonOnMouseUpDown），
-// 这里自行接管右键拖拽，通过 graphRoam 动作平移，不改动节点数据与布局。
+// ---------------- 卡片内：滚轮缩放 + 按住右键拖拽平移 ----------------
+// ECharts 的 roam 只作用于画布内且忽略右键，这里在卡片层统一接管，
+// 通过 graphRoam 动作位移/缩放，不改动节点数据与布局。
 let panLastX = 0;
 let panLastY = 0;
 
-function onChartMouseDown(e) {
+/** 顶部筛选区（输入框 / 下拉等）保持原生行为，不接管滚轮与右键 */
+function inFilterBar(target) {
+  return !!target?.closest?.(".filter-bar");
+}
+
+function onGraphContextMenu(e) {
+  if (inFilterBar(e.target)) return; // 输入框里仍可右键粘贴
+  e.preventDefault();
+}
+
+function onGraphMouseDown(e) {
   if (e.button !== 2) return; // 仅响应右键
+  if (inFilterBar(e.target)) return;
   e.preventDefault();
   panning.value = true;
   panLastX = e.clientX;
   panLastY = e.clientY;
-  chartRef.value?.classList.add("is-panning");
+  graphCardRef.value?.classList.add("is-panning");
   window.addEventListener("mousemove", onPanMouseMove);
   window.addEventListener("mouseup", onPanMouseUp);
 }
 
+/**
+ * 滚轮缩放：指针在画布内时以指针位置为中心；在卡片其它区域（图例 / 空白）时
+ * 以画布中心为中心整体缩放。缩放比按 deltaY 指数换算，兼容鼠标滚轮与触控板。
+ */
+function onGraphWheel(e) {
+  if (!chart || panning.value) return;
+  if (e.ctrlKey) return; // Ctrl + 滚轮留给浏览器页面缩放
+  if (inFilterBar(e.target)) return;
+  const rect = chartRef.value?.getBoundingClientRect();
+  if (!rect?.width || !rect?.height) return;
+
+  e.preventDefault();
+  // deltaMode：0=像素 1=行 2=页，统一折算成像素量级
+  const raw = e.deltaMode === 1 ? e.deltaY * 16 : e.deltaMode === 2 ? e.deltaY * 100 : e.deltaY;
+  const zoom = Math.pow(0.999, raw); // 向下滚（raw>0）缩小，向上滚放大
+  const inside =
+    e.clientX >= rect.left &&
+    e.clientX <= rect.right &&
+    e.clientY >= rect.top &&
+    e.clientY <= rect.bottom;
+
+  chart.dispatchAction({
+    type: "graphRoam",
+    seriesIndex: 0,
+    zoom,
+    originX: inside ? e.clientX - rect.left : rect.width / 2,
+    originY: inside ? e.clientY - rect.top : rect.height / 2
+  });
+}
+
 function onPanMouseMove(e) {
   if (!panning.value) return;
   // 右键在画布外松开时 mouseup 不会触发，用 buttons 兜底结束拖拽
@@ -587,7 +632,7 @@ function onPanMouseUp(e) {
 function stopPan() {
   if (!panning.value) return;
   panning.value = false;
-  chartRef.value?.classList.remove("is-panning");
+  graphCardRef.value?.classList.remove("is-panning");
   window.removeEventListener("mousemove", onPanMouseMove);
   window.removeEventListener("mouseup", onPanMouseUp);
 }
@@ -765,12 +810,12 @@ onBeforeUnmount(() => {
 .chart {
   width: 100%;
   height: 100%;
+}
 
-  // 右键拖拽平移时强制抓手光标（zrender 会改写 canvas 内联 cursor）
-  &.is-panning,
-  &.is-panning * {
-    cursor: grabbing !important;
-  }
+// 右键拖拽平移时整卡强制抓手光标（zrender 会改写 canvas 内联 cursor）
+.graph-card.is-panning,
+.graph-card.is-panning * {
+  cursor: grabbing !important;
 }
 
 .chart-empty {
diff --git a/backend/src/views/apps/oa/employeefile/components/fileDetailDrawer.vue b/backend/src/views/apps/oa/employeefile/components/fileDetailDrawer.vue
index 0a5ff68..4e43655 100644
--- a/backend/src/views/apps/oa/employeefile/components/fileDetailDrawer.vue
+++ b/backend/src/views/apps/oa/employeefile/components/fileDetailDrawer.vue
@@ -159,29 +159,18 @@
         <!-- 证照附件 -->
         <el-tab-pane :label="`证照附件（${certificateAttachments.length}）`" name="attachment">
           <div class="tab-toolbar">
+            <span class="upload-tip">支持图片 / PDF，单个不超过 10MB，可多选批量上传，数量不限</span>
             <el-upload
               :show-file-list="false"
-              :http-request="(opt) => handleCertUpload('education_photo', opt)"
+              :http-request="handleCertUpload"
               :before-upload="beforeCertUpload"
+              multiple
               accept="image/*,.pdf"
             >
-              <el-button
-                type="primary"
-                plain
-                size="small"
-                :loading="certSaving === 'education_photo'"
-              >
-                {{ file.education_photo ? '替换学历照片' : '上传学历照片' }}
+              <el-button type="primary" size="small" :icon="Upload" :loading="certUploading">
+                批量上传证照
               </el-button>
             </el-upload>
-            <el-button
-              type="primary"
-              size="small"
-              :icon="Plus"
-              @click="openRecordDialog({ type: 4 })"
-            >
-              上传证照
-            </el-button>
           </div>
           <div v-if="certificateAttachments.length" class="attachment-grid">
             <div v-for="item in certificateAttachments" :key="item.id" class="attachment-card">
@@ -238,8 +227,9 @@
 <script setup>
 import { computed, reactive, ref } from 'vue';
 import { ElMessage, ElMessageBox } from 'element-plus';
-import { Document, Edit, Plus, Refresh } from '@element-plus/icons-vue';
+import { Document, Edit, Plus, Refresh, Upload } from '@element-plus/icons-vue';
 import {
+  createFileRecord,
   deleteFileRecord,
   getEmployeeFileDetail,
   updateEmployeeFileCertificates,
@@ -263,6 +253,10 @@ const visible = ref(false);
 const loading = ref(false);
 const recordDialogRef = ref();
 const certSaving = ref('');
+/** 批量上传状态：pending 为并发中的文件数，全部结束后统一刷新 */
+const certUploading = ref(false);
+const certPending = ref(0);
+const certDone = ref(0);
 const certificateForm = reactive({
   education_photo: '',
   id_card_front: '',
@@ -299,30 +293,60 @@ const beforeCertUpload = (uploadedFile) => {
   return isImageOrPdf && isLt10M;
 };
 
+/** 批量上传时用「文件名（去扩展名）」作为默认证照名称，便于后续辨认 */
+const certTitleFromFile = (name) =>
+  String(name || '').replace(/\.[^.]+$/, '').trim() || '证照附件';
+
 const saveCertificates = async () => {
   await updateEmployeeFileCertificates(file.value.id, certificateForm);
   await loadDetail();
   emit('refresh');
 };
 
-const handleCertUpload = async (field, { file: uploadedFile }) => {
-  certSaving.value = field;
+/**
+ * 批量上传证照：统一入口，不再区分学历照片 / 身份证等细分类别。
+ * 每个文件独立上传并生成一条「证照附件」记录，数量不限；
+ * el-upload 开启 multiple 后会对每个文件各调用一次本方法，全部结束后统一刷新列表。
+ */
+const handleCertUpload = async ({ file: uploadedFile }) => {
+  const employeeId = Number(file.value.employee_id) || 0;
+  if (!employeeId) {
+    ElMessage.error('档案缺少员工信息，无法上传证照');
+    return;
+  }
+  certPending.value += 1;
+  certUploading.value = true;
   try {
     const data = new FormData();
     data.append('file', uploadedFile);
     const res = await uploadFile(data);
     const url = res?.url || res?.data?.url;
-    if (!url) {
-      ElMessage.error(res?.msg || '上传失败');
-      return;
-    }
-    certificateForm[field] = url;
-    await saveCertificates();
-    ElMessage.success('证照已保存');
+    if (!url) throw new Error(res?.msg || '上传失败');
+
+    await createFileRecord({
+      employee_id: employeeId,
+      type: 4,
+      title: certTitleFromFile(uploadedFile.name),
+      sub_title: '',
+      extra: '',
+      start_date: '',
+      end_date: '',
+      description: '',
+      attachment_url: url,
+      sort: 0,
+    });
+    certDone.value += 1;
   } catch (error) {
-    ElMessage.error(error?.message || '证照保存失败');
+    ElMessage.error(`「${uploadedFile.name}」${error?.message || '上传失败'}`);
   } finally {
-    certSaving.value = '';
+    certPending.value -= 1;
+    if (certPending.value <= 0) {
+      certUploading.value = false;
+      const done = certDone.value;
+      certDone.value = 0;
+      await loadDetail();
+      if (done) ElMessage.success(`已上传 ${done} 个证照附件`);
+    }
   }
 };
 
@@ -500,7 +524,7 @@ defineExpose({ open, reload: loadDetail });
   gap: 12px;
   padding: 14px 16px;
   border-radius: 8px;
-  background: #f5f7fa;
+  background: var(--el-fill-color-light);
 
   .name-line {
     display: flex;
@@ -510,19 +534,19 @@ defineExpose({ open, reload: loadDetail });
     .name {
       font-size: 18px;
       font-weight: 600;
-      color: #303133;
+      color: var(--el-text-color-primary);
     }
 
     .file-no {
       font-size: 12px;
-      color: #909399;
+      color: var(--el-text-color-secondary);
     }
   }
 
   .meta-line {
     margin-top: 6px;
     font-size: 13px;
-    color: #606266;
+    color: var(--el-text-color-regular);
   }
 }
 
@@ -536,7 +560,7 @@ defineExpose({ open, reload: loadDetail });
   margin: 14px 0 10px;
   font-size: 14px;
   font-weight: 600;
-  color: #303133;
+  color: var(--el-text-color-primary);
 
   &:first-child {
     margin-top: 0;
@@ -551,6 +575,12 @@ defineExpose({ open, reload: loadDetail });
   margin-bottom: 10px;
 }
 
+.upload-tip {
+  margin-right: auto;
+  font-size: 12px;
+  color: var(--el-text-color-secondary);
+}
+
 .attachment-grid {
   display: grid;
   grid-template-columns: repeat(auto-fill, minmax(160px, 1fr));
@@ -558,7 +588,7 @@ defineExpose({ open, reload: loadDetail });
 }
 
 .attachment-card {
-  border: 1px solid #ebeef5;
+  border: 1px solid var(--el-border-color-lighter);
   border-radius: 8px;
   padding: 10px;
   display: flex;
@@ -578,7 +608,7 @@ defineExpose({ open, reload: loadDetail });
     justify-content: center;
     border-radius: 6px;
     overflow: hidden;
-    background: #f5f7fa;
+    background: var(--el-fill-color-light);
     cursor: pointer;
 
     .attachment-thumb {
@@ -592,7 +622,7 @@ defineExpose({ open, reload: loadDetail });
       flex-direction: column;
       align-items: center;
       gap: 6px;
-      color: #909399;
+      color: var(--el-text-color-secondary);
       font-size: 12px;
     }
   }
@@ -601,7 +631,7 @@ defineExpose({ open, reload: loadDetail });
     margin-top: 8px;
     width: 100%;
     font-size: 13px;
-    color: #303133;
+    color: var(--el-text-color-primary);
     text-align: center;
     overflow: hidden;
     text-overflow: ellipsis;
@@ -611,7 +641,7 @@ defineExpose({ open, reload: loadDetail });
   .attachment-sub {
     width: 100%;
     font-size: 12px;
-    color: #909399;
+    color: var(--el-text-color-secondary);
     text-align: center;
     overflow: hidden;
     text-overflow: ellipsis;
diff --git a/go/controllers/backend_crm_payback.go b/go/controllers/backend_crm_payback.go
index e65cb99..7856154 100644
--- a/go/controllers/backend_crm_payback.go
+++ b/go/controllers/backend_crm_payback.go
@@ -866,6 +866,54 @@ func (c *BackendCrmPaybackController) DeleteRecord() {
 	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
 }
 
+// UpdateRecord PUT /backend/crm/payback/record/:id
+// 补传/更新回款流水回执（仅更新回执文件，不改金额与状态）。
+func (c *BackendCrmPaybackController) UpdateRecord() {
+	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 {
+		ReceiptURL  string `json:"receipt_url"`
+		ReceiptName string `json:"receipt_name"`
+	}
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var row models.TenantCrmPaybackRecord
+	if err := models.Orm.QueryTable(new(models.TenantCrmPaybackRecord)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "回款记录不存在")
+		return
+	}
+	now := time.Now()
+	if _, uerr := models.Orm.QueryTable(new(models.TenantCrmPaybackRecord)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Update(orm.Params{
+			"receipt_url":  strings.TrimSpace(p.ReceiptURL),
+			"receipt_name": strings.TrimSpace(p.ReceiptName),
+			"update_time":  now,
+		}); uerr != nil {
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+uerr.Error())
+		return
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"id":          id,
+		"receipt_url": strings.TrimSpace(p.ReceiptURL),
+		"receipt_name": strings.TrimSpace(p.ReceiptName),
+	})
+}
+
 // refreshPlanReceived 按回款记录重算计划的已回款金额，并同步计划状态（1进行中 / 2已完成）。
 func refreshPlanReceived(tenantID string, paybackID uint64) {
 	if paybackID == 0 {
diff --git a/go/controllers/backend_crm_unit.go b/go/controllers/backend_crm_unit.go
new file mode 100644
index 0000000..305140e
--- /dev/null
+++ b/go/controllers/backend_crm_unit.go
@@ -0,0 +1,439 @@
+package controllers
+
+import (
+	"encoding/json"
+	"io"
+	"strconv"
+	"strings"
+	"time"
+
+	"server/models"
+
+	"github.com/beego/beego/v2/client/orm"
+	beego "github.com/beego/beego/v2/server/web"
+)
+
+// BackendCrmUnitController CRM 基本设置-计量单位（产品等单位下拉取自该表）
+type BackendCrmUnitController struct {
+	beego.Controller
+}
+
+type crmUnitPayload struct {
+	Name   string `json:"name"`
+	Code   string `json:"code"`
+	Sort   int    `json:"sort"`
+	Status int8   `json:"status"`
+	Remark string `json:"remark"`
+}
+
+// crmUnitItem 列表项：单位信息 + 引用数（引用该单位的产品数量）
+type crmUnitItem struct {
+	models.TenantCrmUnit
+	UsedCount int64 `json:"used_count"`
+}
+
+// crmUnitUsageRow 单位引用统计（按产品表 unit 分组计数）
+type crmUnitUsageRow struct {
+	Unit string `orm:"column(unit)"`
+	Cnt  int64  `orm:"column(cnt)"`
+}
+
+// crmDefaultUnits 默认单位：租户首次使用单位设置时自动写入（顺序即排序）
+var crmDefaultUnits = []struct {
+	Name string
+	Code string
+}{
+	{"套", "SET"},
+	{"台", "TAI"},
+	{"个", "PCS"},
+	{"件", "PIECE"},
+	{"批", "BATCH"},
+	{"次", "TIME"},
+	{"项", "ITEM"},
+	{"人月", "PM"},
+	{"人天", "PD"},
+	{"年", "YEAR"},
+	{"月", "MONTH"},
+	{"米", "M"},
+	{"平方米", "SQM"},
+	{"吨", "TON"},
+	{"千克", "KG"},
+	{"箱", "BOX"},
+}
+
+// crmEnsureDefaultUnits 租户首次使用（从未有过任何单位记录，含已软删除的）时写入默认单位。
+// 用户手动清空后不再自动补，避免越删越有；需要恢复时用「恢复默认单位」接口。
+func crmEnsureDefaultUnits(tenantID string) {
+	if models.Orm == nil || strings.TrimSpace(tenantID) == "" {
+		return
+	}
+	cnt, err := models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("tenant_id", tenantID).Count()
+	if err != nil || cnt > 0 {
+		return
+	}
+	crmInsertDefaultUnits(tenantID, nil)
+}
+
+// crmInsertDefaultUnits 写入默认单位，跳过已存在的名称（existing 为已存在单位名集合）。
+// 返回新增数量。
+func crmInsertDefaultUnits(tenantID string, existing map[string]bool) int {
+	now := time.Now()
+	added := 0
+	for i, u := range crmDefaultUnits {
+		if existing != nil && existing[u.Name] {
+			continue
+		}
+		row := models.TenantCrmUnit{
+			TenantID:   tenantID,
+			Name:       u.Name,
+			Code:       u.Code,
+			Sort:       i + 1,
+			Status:     1,
+			CreateTime: now,
+			UpdateTime: now,
+		}
+		if _, err := models.Orm.Insert(&row); err == nil {
+			added++
+		}
+	}
+	return added
+}
+
+// crmInitDefaultUnits 补充缺失的默认单位：
+//   - 已存在（启用/停用）的单位不动；
+//   - 已软删除的同名单位直接恢复（清 delete_time）并置为启用。
+//
+// 返回本次新增/恢复的数量。
+func crmInitDefaultUnits(tenantID string) int {
+	var rows []models.TenantCrmUnit
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("tenant_id", tenantID).All(&rows)
+
+	existing := make(map[string]bool, len(rows))
+	deleted := make(map[string]uint64, len(rows))
+	for _, r := range rows {
+		if r.DeleteTime != nil {
+			deleted[r.Name] = r.ID
+			continue
+		}
+		existing[r.Name] = true
+	}
+
+	now := time.Now()
+	table := new(models.TenantCrmUnit).TableName()
+	added := 0
+	for i, u := range crmDefaultUnits {
+		if existing[u.Name] {
+			continue
+		}
+		if id, ok := deleted[u.Name]; ok {
+			if _, err := models.Orm.Raw("UPDATE "+table+
+				" SET delete_time = NULL, status = 1, sort = ?, update_time = ? WHERE id = ?",
+				i+1, now, id).Exec(); err == nil {
+				existing[u.Name] = true
+				added++
+			}
+			continue
+		}
+		row := models.TenantCrmUnit{
+			TenantID:   tenantID,
+			Name:       u.Name,
+			Code:       u.Code,
+			Sort:       i + 1,
+			Status:     1,
+			CreateTime: now,
+			UpdateTime: now,
+		}
+		if _, err := models.Orm.Insert(&row); err == nil {
+			existing[u.Name] = true
+			added++
+		}
+	}
+	return added
+}
+
+// crmUnitUsage 统计各单位的引用数（引用该单位且未删除的产品数量）。
+func crmUnitUsage(tenantID string) map[string]int64 {
+	usage := make(map[string]int64, len(crmDefaultUnits))
+	if models.Orm == nil {
+		return usage
+	}
+	var rows []crmUnitUsageRow
+	_, err := models.Orm.Raw("SELECT unit, COUNT(*) AS cnt FROM "+
+		new(models.TenantCrmProduct).TableName()+
+		" WHERE tenant_id = ? AND delete_time IS NULL AND unit <> '' GROUP BY unit",
+		tenantID).QueryRows(&rows)
+	if err != nil {
+		return usage
+	}
+	for _, r := range rows {
+		usage[strings.TrimSpace(r.Unit)] = r.Cnt
+	}
+	return usage
+}
+
+// List GET /backend/crm/unit/list
+func (c *BackendCrmUnitController) 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 > 200 {
+		pageSize = 20
+	}
+	keyword := strings.TrimSpace(c.GetString("keyword"))
+	status := strings.TrimSpace(c.GetString("status"))
+
+	tenantID := pipelineTenantID(claims)
+	crmEnsureDefaultUnits(tenantID)
+
+	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+	if keyword != "" {
+		kw := orm.NewCondition().
+			Or("name__contains", keyword).
+			Or("code__contains", keyword)
+		cond = cond.AndCond(kw)
+	}
+	if status != "" {
+		cond = cond.And("status", status)
+	}
+	qs := models.Orm.QueryTable(new(models.TenantCrmUnit)).SetCond(cond)
+
+	total, _ := qs.Count()
+	items := make([]crmUnitItem, 0, 8)
+	if total > 0 {
+		usage := crmUnitUsage(tenantID)
+		var list []models.TenantCrmUnit
+		_, _ = qs.OrderBy("sort", "id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+		for _, row := range list {
+			items = append(items, crmUnitItem{TenantCrmUnit: row, UsedCount: usage[row.Name]})
+		}
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"list": items, "total": total, "page": page, "pageSize": pageSize,
+	})
+}
+
+// All GET /backend/crm/unit/all —— 下拉数据源：仅返回启用中的单位
+func (c *BackendCrmUnitController) All() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	crmEnsureDefaultUnits(tenantID)
+
+	var list []models.TenantCrmUnit
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).
+		Filter("status", 1).
+		OrderBy("sort", "id").Limit(200).All(&list)
+	pipelineOk(&c.Controller, map[string]interface{}{"list": list})
+}
+
+// Detail GET /backend/crm/unit/:id
+func (c *BackendCrmUnitController) 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.TenantCrmUnit
+	if err := models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "单位未找到")
+		return
+	}
+	pipelineOk(&c.Controller, row)
+}
+
+// Create POST /backend/crm/unit
+func (c *BackendCrmUnitController) 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 crmUnitPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	name := strings.TrimSpace(p.Name)
+	if name == "" {
+		pipelineErr(&c.Controller, 400, 400, "单位名称不能为空")
+		return
+	}
+	status := p.Status
+	if status != 0 && status != 1 {
+		status = 1
+	}
+	tenantID := pipelineTenantID(claims)
+	now := time.Now()
+
+	// 同租户下单位名称唯一：命中已存在的记录时，若已软删除则「复活」复用，避免唯一索引冲突
+	var old models.TenantCrmUnit
+	if err := models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("tenant_id", tenantID).Filter("name", name).One(&old); err == nil {
+		if old.DeleteTime == nil {
+			pipelineErr(&c.Controller, 400, 400, "单位名称已存在")
+			return
+		}
+		if _, err := models.Orm.Raw("UPDATE "+new(models.TenantCrmUnit).TableName()+
+			" SET code = ?, sort = ?, status = ?, remark = ?, update_time = ?, delete_time = NULL WHERE id = ?",
+			strings.TrimSpace(p.Code), p.Sort, status, strings.TrimSpace(p.Remark), now, old.ID).Exec(); err != nil {
+			pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
+			return
+		}
+		pipelineOk(&c.Controller, map[string]interface{}{"id": old.ID})
+		return
+	}
+
+	row := models.TenantCrmUnit{
+		TenantID:     tenantID,
+		Name:         name,
+		Code:         strings.TrimSpace(p.Code),
+		Sort:         p.Sort,
+		Status:       status,
+		Remark:       strings.TrimSpace(p.Remark),
+		CreateUserID: pipelineUID(claims),
+		CreateTime:   now,
+		UpdateTime:   now,
+	}
+	id, err := models.Orm.Insert(&row)
+	if err != nil {
+		if strings.Contains(err.Error(), "uk_tenant_name") {
+			pipelineErr(&c.Controller, 400, 400, "单位名称已存在")
+			return
+		}
+		pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
+		return
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Update PUT /backend/crm/unit/:id
+func (c *BackendCrmUnitController) 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 crmUnitPayload
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	name := strings.TrimSpace(p.Name)
+	if name == "" {
+		pipelineErr(&c.Controller, 400, 400, "单位名称不能为空")
+		return
+	}
+	tenantID := pipelineTenantID(claims)
+	var row models.TenantCrmUnit
+	if err := models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "单位未找到")
+		return
+	}
+	status := p.Status
+	if status != 0 && status != 1 {
+		status = row.Status
+	}
+	// 名称重复校验：与他人在用的单位冲突直接拒绝；命中的是历史软删除记录则彻底清理后继续
+	var dup models.TenantCrmUnit
+	if err := models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("tenant_id", tenantID).Filter("name", name).Exclude("id", id).One(&dup); err == nil {
+		if dup.DeleteTime == nil {
+			pipelineErr(&c.Controller, 400, 400, "单位名称已存在")
+			return
+		}
+		_, _ = models.Orm.QueryTable(new(models.TenantCrmUnit)).Filter("id", dup.ID).Delete()
+	}
+
+	now := time.Now()
+	_, err = models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Update(orm.Params{
+			"name":        name,
+			"code":        strings.TrimSpace(p.Code),
+			"sort":        p.Sort,
+			"status":      status,
+			"remark":      strings.TrimSpace(p.Remark),
+			"update_time": now,
+		})
+	if err != nil {
+		if strings.Contains(err.Error(), "uk_tenant_name") {
+			pipelineErr(&c.Controller, 400, 400, "单位名称已存在")
+			return
+		}
+		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
+		return
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+}
+
+// Delete DELETE /backend/crm/unit/:id
+func (c *BackendCrmUnitController) 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.TenantCrmUnit
+	if err := models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Filter("delete_time__isnull", true).One(&row); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "单位未找到")
+		return
+	}
+	now := time.Now()
+	_, err = models.Orm.QueryTable(new(models.TenantCrmUnit)).
+		Filter("id", id).Filter("tenant_id", tenantID).
+		Update(orm.Params{"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)
+}
+
+// InitDefault POST /backend/crm/unit/init-default —— 补齐缺失的系统默认单位
+func (c *BackendCrmUnitController) InitDefault() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	added := crmInitDefaultUnits(pipelineTenantID(claims))
+	pipelineOk(&c.Controller, map[string]interface{}{"added": added})
+}
diff --git a/go/docs/sql/create_backend_crm_unit.sql b/go/docs/sql/create_backend_crm_unit.sql
new file mode 100644
index 0000000..cf5fc46
--- /dev/null
+++ b/go/docs/sql/create_backend_crm_unit.sql
@@ -0,0 +1,28 @@
+-- =============================================================
+-- CRM 基本设置：计量单位表 yz_backend_crm_unit
+-- 说明：
+--   单位用于产品管理（产品「单位」字段）、合同/报价产品清单等业务；
+--   在「CRM -> 基本设置 -> 单位设置」中维护，产品表单的单位下拉取自本表。
+--   tenant_id + name 唯一（同租户下单位名称不可重复）。
+--   默认单位（套/台/个/件/批/次/项/人月/人天/年/月/米/平方米/吨/千克/箱）
+--   由服务端在租户首次访问单位列表时自动写入，无需手工初始化。
+-- =============================================================
+
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_unit` (
+  `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(20) NOT NULL COMMENT '单位名称，如：套 / 台 / 个',
+  `code` varchar(50) NOT NULL DEFAULT '' COMMENT '单位编码（选填），如：SET / PCS',
+  `sort` int(11) NOT NULL DEFAULT '0' COMMENT '排序（升序，小的在前）',
+  `status` tinyint(4) NOT NULL DEFAULT '1' COMMENT '状态：1启用 / 0停用',
+  `remark` varchar(255) NOT NULL DEFAULT '' 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`),
+  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计量单位表';
diff --git a/go/models/init.go b/go/models/init.go
index 86f29cf..7fddd5f 100644
--- a/go/models/init.go
+++ b/go/models/init.go
@@ -79,6 +79,7 @@ func Init(_ string) {
 		new(TenantCrmProject),
 		new(TenantCrmProduct),
 		new(TenantCrmProductCategory),
+		new(TenantCrmUnit),
 		new(TenantCrmFollow),
 		new(TenantCrmAttach),
 		new(TenantCrmEntityContact),
@@ -154,6 +155,7 @@ func Init(_ string) {
 	EnsureCrmPaybackTable()
 	EnsureCrmPaybackRecordTable()
 	EnsureCrmProductDevColumns()
+	EnsureCrmUnitTable()
 }
 
 // EnsureCrmPaybackTable 回款计划表建表（CREATE TABLE IF NOT EXISTS，可重复执行；
@@ -305,6 +307,34 @@ func EnsureCrmProjectDocColumn() {
 	_, _ = Orm.Raw(sql).Exec()
 }
 
+// EnsureCrmUnitTable 计量单位表建表（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 docs/sql/create_backend_crm_unit.sql 手动修复）。
+// 默认单位由控制器在租户首次访问单位列表时写入（需要 tenant_id，无法在启动时预置）。
+func EnsureCrmUnitTable() {
+	sql := `CREATE TABLE IF NOT EXISTS yz_backend_crm_unit (
+  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(20) NOT NULL COMMENT '单位名称，如：套 / 台 / 个',
+  code varchar(50) NOT NULL DEFAULT '' COMMENT '单位编码（选填），如：SET / PCS',
+  sort int(11) NOT NULL DEFAULT '0' COMMENT '排序（升序，小的在前）',
+  status tinyint(4) NOT NULL DEFAULT '1' COMMENT '状态：1启用 / 0停用',
+  remark varchar(255) NOT NULL DEFAULT '' 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),
+  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计量单位表'`
+	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 docs/sql/create_backend_crm_unit.sql）
+		return
+	}
+}
+
 // 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() {
diff --git a/go/models/tenant_crm_unit.go b/go/models/tenant_crm_unit.go
new file mode 100644
index 0000000..40b6226
--- /dev/null
+++ b/go/models/tenant_crm_unit.go
@@ -0,0 +1,27 @@
+package models
+
+import "time"
+
+// TenantCrmUnit CRM 基本设置-计量单位: yz_backend_crm_unit
+//
+// 说明：
+//   - 维护产品、合同等业务使用的计量单位（套 / 台 / 个 / 人天 …）；
+//   - 在「CRM -> 基本设置 -> 单位设置」中维护，产品表单的「单位」下拉取自该表；
+//   - status 1启用/0停用；同租户下单位名称唯一（uk_tenant_name）。
+type TenantCrmUnit struct {
+	ID           uint64     `orm:"column(id);pk;auto" json:"id"`
+	TenantID     string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
+	Name         string     `orm:"column(name);size(20)" json:"name"`          // 单位名称
+	Code         string     `orm:"column(code);size(50)" json:"code"`          // 单位编码（选填）
+	Sort         int        `orm:"column(sort);default(0)" json:"sort"`        // 排序
+	Status       int8       `orm:"column(status);default(1)" json:"status"`    // 1启用/0停用
+	Remark       string     `orm:"column(remark);size(255)" json:"remark"`     // 备注
+	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 *TenantCrmUnit) TableName() string {
+	return "yz_backend_crm_unit"
+}
diff --git a/go/routers/backend/backend.go b/go/routers/backend/backend.go
index e8c87c8..e829292 100644
--- a/go/routers/backend/backend.go
+++ b/go/routers/backend/backend.go
@@ -412,6 +412,13 @@ func registerOrganizationRoutes(module string) {
 	beego.Router("/backend/crm/product/category", &controllers.BackendCrmProductCategoryController{}, "post:Create")
 	beego.Router("/backend/crm/product/category/:id", &controllers.BackendCrmProductCategoryController{}, "get:Detail;put:Update;delete:Delete")
 
+	// CRM基本设置-计量单位（产品等业务的「单位」下拉取自该表）
+	beego.Router("/backend/crm/unit/list", &controllers.BackendCrmUnitController{}, "get:List")
+	beego.Router("/backend/crm/unit", &controllers.BackendCrmUnitController{}, "post:Create")
+	beego.Router("/backend/crm/unit/:id", &controllers.BackendCrmUnitController{}, "get:Detail;put:Update;delete:Delete")
+	beego.Router("/backend/crm/unit/all", &controllers.BackendCrmUnitController{}, "get:All")
+	beego.Router("/backend/crm/unit/init-default", &controllers.BackendCrmUnitController{}, "post:InitDefault")
+
 	// CRM项目文档（与OA文档库「共享文档/项目文档」绑定：列表/上传同步/删除同步/文件夹管理）
 	beego.Router("/backend/crm/project/:id/docs", &controllers.BackendCrmProjectController{}, "get:DocList")
 	beego.Router("/backend/crm/project/:id/doc-upload", &controllers.BackendCrmProjectController{}, "post:DocUpload")
@@ -432,7 +439,7 @@ func registerOrganizationRoutes(module string) {
 	// 回款记录（回款进度流水）：以回款计划为先导，逐笔登记实际回款
 	beego.Router("/backend/crm/payback/record/list", &controllers.BackendCrmPaybackController{}, "get:RecordList")
 	beego.Router("/backend/crm/payback/record", &controllers.BackendCrmPaybackController{}, "post:CreateRecord")
-	beego.Router("/backend/crm/payback/record/:id", &controllers.BackendCrmPaybackController{}, "delete:DeleteRecord")
+	beego.Router("/backend/crm/payback/record/:id", &controllers.BackendCrmPaybackController{}, "delete:DeleteRecord;put:UpdateRecord")
 	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")
diff --git a/platform/src/views/accountpool/codex/components/detail.vue b/platform/src/views/accountpool/codex/components/detail.vue
index 5737e59..4ff0d48 100644
--- a/platform/src/views/accountpool/codex/components/detail.vue
+++ b/platform/src/views/accountpool/codex/components/detail.vue
@@ -426,12 +426,12 @@ function copyAll() {
 :deep(.pool-detail-dialog .el-dialog__header) {
   padding: 18px 22px;
   margin: 0;
-  border-bottom: 1px solid #eef0f5;
+  border-bottom: 1px solid var(--el-border-color-lighter);
 }
 
 :deep(.pool-detail-dialog .el-dialog__body) {
   padding: 18px 22px 22px;
-  background: #f6f8fb;
+  background: var(--el-bg-color-page);
 }
 
 :deep(.el-tag) {
@@ -454,14 +454,14 @@ function copyAll() {
 .detail-title {
   font-size: 18px;
   font-weight: 700;
-  color: #1f2937;
+  color: var(--el-text-color-primary);
 }
 
 .detail-subtitle,
 .section-subtitle {
   margin-top: 4px;
   font-size: 12px;
-  color: #909399;
+  color: var(--el-text-color-secondary);
 }
 
 .header-actions {
@@ -481,8 +481,8 @@ function copyAll() {
 
 .section-card,
 .info-card {
-  background: #fff;
-  border: 1px solid #edf0f6;
+  background: var(--el-bg-color);
+  border: 1px solid var(--el-border-color-lighter);
   box-shadow: 0 10px 28px rgba(31, 41, 55, 0.06);
 }
 
@@ -499,13 +499,13 @@ function copyAll() {
 }
 
 .info-label {
-  color: #909399;
+  color: var(--el-text-color-secondary);
   font-size: 12px;
   margin-bottom: 8px;
 }
 
 .info-value {
-  color: #303133;
+  color: var(--el-text-color-primary);
   font-size: 14px;
   font-weight: 600;
   word-break: break-all;
@@ -526,7 +526,7 @@ function copyAll() {
 .section-title {
   font-size: 15px;
   font-weight: 700;
-  color: #303133;
+  color: var(--el-text-color-primary);
 }
 
 .token-box {
@@ -556,8 +556,8 @@ function copyAll() {
   padding: 12px;
   min-height: 42px;
   border-radius: 10px;
-  background: #f8fafc;
-  color: #303133;
+  background: var(--el-fill-color-lighter);
+  color: var(--el-text-color-primary);
   line-height: 1.6;
   white-space: pre-wrap;
   word-break: break-all;
diff --git a/platform/src/views/accountpool/cursor/components/detail.vue b/platform/src/views/accountpool/cursor/components/detail.vue
index ad14915..3c2ed04 100644
--- a/platform/src/views/accountpool/cursor/components/detail.vue
+++ b/platform/src/views/accountpool/cursor/components/detail.vue
@@ -533,12 +533,12 @@ onBeforeUnmount(() => {
 :deep(.pool-detail-dialog .el-dialog__header) {
   padding: 18px 60px;
   margin: 0;
-  border-bottom: 1px solid #eef0f5;
+  border-bottom: 1px solid var(--el-border-color-lighter);
 }
 
 :deep(.pool-detail-dialog .el-dialog__body) {
   padding: 18px 60px 22px;
-  background: #f6f8fb;
+  background: var(--el-bg-color-page);
   border-bottom-left-radius: 18px;
   border-bottom-right-radius: 18px;
 }
@@ -563,14 +563,14 @@ onBeforeUnmount(() => {
 .detail-title {
   font-size: 18px;
   font-weight: 700;
-  color: #1f2937;
+  color: var(--el-text-color-primary);
 }
 
 .detail-subtitle,
 .section-subtitle {
   margin-top: 4px;
   font-size: 12px;
-  color: #909399;
+  color: var(--el-text-color-secondary);
 }
 
 .header-actions {
@@ -591,8 +591,8 @@ onBeforeUnmount(() => {
 
 .section-card,
 .info-card {
-  background: #fff;
-  border: 1px solid #edf0f6;
+  background: var(--el-bg-color);
+  border: 1px solid var(--el-border-color-lighter);
   box-shadow: 0 10px 28px rgba(31, 41, 55, 0.06);
 }
 
@@ -612,13 +612,13 @@ onBeforeUnmount(() => {
 }
 
 .info-label {
-  color: #909399;
+  color: var(--el-text-color-secondary);
   font-size: 11px;
   margin-bottom: 4px;
 }
 
 .info-value {
-  color: #303133;
+  color: var(--el-text-color-primary);
   font-size: 13px;
   font-weight: 600;
   word-break: break-all;
@@ -633,8 +633,8 @@ onBeforeUnmount(() => {
   width: 40px;
   height: 40px;
   border-radius: 50%;
-  background: #fff;
-  border: 1px solid #edf0f6;
+  background: var(--el-bg-color);
+  border: 1px solid var(--el-border-color-lighter);
   box-shadow: 0 4px 12px rgba(31, 41, 55, 0.08);
   display: flex;
   align-items: center;
@@ -642,13 +642,13 @@ onBeforeUnmount(() => {
   cursor: pointer;
   z-index: 100;
   transition: all 0.2s ease;
-  color: #606266;
+  color: var(--el-text-color-regular);
 }
 
 .nav-btn:hover:not(.is-disabled) {
-  background: #409eff;
-  color: #fff;
-  border-color: #409eff;
+  background: var(--el-color-primary);
+  color: var(--el-color-white);
+  border-color: var(--el-color-primary);
   box-shadow: 0 6px 16px rgba(64, 158, 255, 0.35);
   transform: translateY(-50%) scale(1.1);
 }
@@ -656,9 +656,9 @@ onBeforeUnmount(() => {
 .nav-btn.is-disabled {
   opacity: 0.3;
   cursor: not-allowed;
-  background: #f5f7fa;
-  color: #c0c4cc;
-  border-color: #e4e7ed;
+  background: var(--el-fill-color-light);
+  color: var(--el-text-color-placeholder);
+  border-color: var(--el-border-color-light);
   box-shadow: none;
 }
 
@@ -684,7 +684,7 @@ onBeforeUnmount(() => {
 .section-title {
   font-size: 15px;
   font-weight: 700;
-  color: #303133;
+  color: var(--el-text-color-primary);
 }
 
 .token-box {
@@ -714,8 +714,8 @@ onBeforeUnmount(() => {
   padding: 12px;
   min-height: 42px;
   border-radius: 10px;
-  background: #f8fafc;
-  color: #303133;
+  background: var(--el-fill-color-lighter);
+  color: var(--el-text-color-primary);
   line-height: 1.6;
   white-space: pre-wrap;
   word-break: break-all;
diff --git a/platform/src/views/accountpool/kiro/components/detail.vue b/platform/src/views/accountpool/kiro/components/detail.vue
index 5737e59..4ff0d48 100644
--- a/platform/src/views/accountpool/kiro/components/detail.vue
+++ b/platform/src/views/accountpool/kiro/components/detail.vue
@@ -426,12 +426,12 @@ function copyAll() {
 :deep(.pool-detail-dialog .el-dialog__header) {
   padding: 18px 22px;
   margin: 0;
-  border-bottom: 1px solid #eef0f5;
+  border-bottom: 1px solid var(--el-border-color-lighter);
 }
 
 :deep(.pool-detail-dialog .el-dialog__body) {
   padding: 18px 22px 22px;
-  background: #f6f8fb;
+  background: var(--el-bg-color-page);
 }
 
 :deep(.el-tag) {
@@ -454,14 +454,14 @@ function copyAll() {
 .detail-title {
   font-size: 18px;
   font-weight: 700;
-  color: #1f2937;
+  color: var(--el-text-color-primary);
 }
 
 .detail-subtitle,
 .section-subtitle {
   margin-top: 4px;
   font-size: 12px;
-  color: #909399;
+  color: var(--el-text-color-secondary);
 }
 
 .header-actions {
@@ -481,8 +481,8 @@ function copyAll() {
 
 .section-card,
 .info-card {
-  background: #fff;
-  border: 1px solid #edf0f6;
+  background: var(--el-bg-color);
+  border: 1px solid var(--el-border-color-lighter);
   box-shadow: 0 10px 28px rgba(31, 41, 55, 0.06);
 }
 
@@ -499,13 +499,13 @@ function copyAll() {
 }
 
 .info-label {
-  color: #909399;
+  color: var(--el-text-color-secondary);
   font-size: 12px;
   margin-bottom: 8px;
 }
 
 .info-value {
-  color: #303133;
+  color: var(--el-text-color-primary);
   font-size: 14px;
   font-weight: 600;
   word-break: break-all;
@@ -526,7 +526,7 @@ function copyAll() {
 .section-title {
   font-size: 15px;
   font-weight: 700;
-  color: #303133;
+  color: var(--el-text-color-primary);
 }
 
 .token-box {
@@ -556,8 +556,8 @@ function copyAll() {
   padding: 12px;
   min-height: 42px;
   border-radius: 10px;
-  background: #f8fafc;
-  color: #303133;
+  background: var(--el-fill-color-lighter);
+  color: var(--el-text-color-primary);
   line-height: 1.6;
   white-space: pre-wrap;
   word-break: break-all;
diff --git a/platform/src/views/accountpool/windsurf/components/detail.vue b/platform/src/views/accountpool/windsurf/components/detail.vue
index 5737e59..4ff0d48 100644
--- a/platform/src/views/accountpool/windsurf/components/detail.vue
+++ b/platform/src/views/accountpool/windsurf/components/detail.vue
@@ -426,12 +426,12 @@ function copyAll() {
 :deep(.pool-detail-dialog .el-dialog__header) {
   padding: 18px 22px;
   margin: 0;
-  border-bottom: 1px solid #eef0f5;
+  border-bottom: 1px solid var(--el-border-color-lighter);
 }
 
 :deep(.pool-detail-dialog .el-dialog__body) {
   padding: 18px 22px 22px;
-  background: #f6f8fb;
+  background: var(--el-bg-color-page);
 }
 
 :deep(.el-tag) {
@@ -454,14 +454,14 @@ function copyAll() {
 .detail-title {
   font-size: 18px;
   font-weight: 700;
-  color: #1f2937;
+  color: var(--el-text-color-primary);
 }
 
 .detail-subtitle,
 .section-subtitle {
   margin-top: 4px;
   font-size: 12px;
-  color: #909399;
+  color: var(--el-text-color-secondary);
 }
 
 .header-actions {
@@ -481,8 +481,8 @@ function copyAll() {
 
 .section-card,
 .info-card {
-  background: #fff;
-  border: 1px solid #edf0f6;
+  background: var(--el-bg-color);
+  border: 1px solid var(--el-border-color-lighter);
   box-shadow: 0 10px 28px rgba(31, 41, 55, 0.06);
 }
 
@@ -499,13 +499,13 @@ function copyAll() {
 }
 
 .info-label {
-  color: #909399;
+  color: var(--el-text-color-secondary);
   font-size: 12px;
   margin-bottom: 8px;
 }
 
 .info-value {
-  color: #303133;
+  color: var(--el-text-color-primary);
   font-size: 14px;
   font-weight: 600;
   word-break: break-all;
@@ -526,7 +526,7 @@ function copyAll() {
 .section-title {
   font-size: 15px;
   font-weight: 700;
-  color: #303133;
+  color: var(--el-text-color-primary);
 }
 
 .token-box {
@@ -556,8 +556,8 @@ function copyAll() {
   padding: 12px;
   min-height: 42px;
   border-radius: 10px;
-  background: #f8fafc;
-  color: #303133;
+  background: var(--el-fill-color-lighter);
+  color: var(--el-text-color-primary);
   line-height: 1.6;
   white-space: pre-wrap;
   word-break: break-all;