优化线索、商机、项目相关开发

$null

@@ -0,0 +1 @@
+mysql: [Warning] Using a password on the command line interface can be insecure.

backend/components.d.ts

@@ -21,14 +21,12 @@ declare module 'vue' {
     ElButton: typeof import('element-plus/es')['ElButton']
     ElButtonGroup: typeof import('element-plus/es')['ElButtonGroup']
     ElCard: typeof import('element-plus/es')['ElCard']
-    ElCascader: typeof import('element-plus/es')['ElCascader']
     ElCheckbox: typeof import('element-plus/es')['ElCheckbox']
     ElCheckboxGroup: typeof import('element-plus/es')['ElCheckboxGroup']
     ElCol: typeof import('element-plus/es')['ElCol']
     ElCollapse: typeof import('element-plus/es')['ElCollapse']
     ElCollapseItem: typeof import('element-plus/es')['ElCollapseItem']
     ElCollapseTransition: typeof import('element-plus/es')['ElCollapseTransition']
-    ElColorPicker: typeof import('element-plus/es')['ElColorPicker']
     ElConfigProvider: typeof import('element-plus/es')['ElConfigProvider']
     ElContainer: typeof import('element-plus/es')['ElContainer']
     ElDatePicker: typeof import('element-plus/es')['ElDatePicker']
@@ -46,6 +44,7 @@ declare module 'vue' {
     ElHeader: typeof import('element-plus/es')['ElHeader']
     ElIcon: typeof import('element-plus/es')['ElIcon']
     ElImage: typeof import('element-plus/es')['ElImage']
+    ElImageViewer: typeof import('element-plus/es')['ElImageViewer']
     ElInput: typeof import('element-plus/es')['ElInput']
     ElInputNumber: typeof import('element-plus/es')['ElInputNumber']
     ElLink: typeof import('element-plus/es')['ElLink']

backend/src/api/crmPipeline.js

@@ -82,6 +82,42 @@ export function deleteProject(id) {
   return request({ url: `/backend/crm/project/${id}`, method: "delete" });
 }
 
+/* --------------------------- 项目文档（OA 文档库） --------------------------- */
+
+/**
+ * 项目文档列表：对应文档库「共享文档 / 项目文档 / {项目名称}」文件夹（含子文件夹）。
+ * 存量项目在首次调用时自动补建文件夹。
+ */
+export function getProjectDocs(id, params) {
+  return request({ url: `/backend/crm/project/${id}/docs`, method: "get", params });
+}
+
+/**
+ * 上传项目文档：文件先经 POST /backend/uploadfile 上传，
+ * 再调用本接口写入文档库项目文件夹并同步登记 CRM 附件。
+ */
+export function uploadProjectDoc(id, data) {
+  return request({ url: `/backend/crm/project/${id}/doc-upload`, method: "post", data });
+}
+
+/** 删除项目文档：同步软删文档库文档与对应 CRM 附件记录 */
+export function deleteProjectDoc(id, data) {
+  return request({ url: `/backend/crm/project/${id}/doc-delete`, method: "post", data });
+}
+
+/**
+ * 新建项目文档文件夹（对应文档库中项目文件夹下的子分类），用于分类存放文档。
+ * data: { name, parent_id }，parent_id 缺省时建在项目根文件夹下。
+ */
+export function createProjectDocFolder(id, data) {
+  return request({ url: `/backend/crm/project/${id}/doc-folder`, method: "post", data });
+}
+
+/** 删除项目文档文件夹（需为空：无子文件夹、无文档；项目根文件夹不可删除） */
+export function deleteProjectDocFolder(id, data) {
+  return request({ url: `/backend/crm/project/${id}/doc-folder-delete`, method: "post", data });
+}
+
 /* --------------------------------- 回访 --------------------------------- */
 
 export function getFollowList(params) {

backend/src/views/apps/crm/business/components/detail.vue

@@ -0,0 +1,170 @@
+<template>
+  <el-drawer
+    :model-value="visible"
+    :title="business?.business_name || '商机详情'"
+    direction="rtl"
+    size="900px"
+    @update:model-value="handleClose"
+    @opened="loadAll"
+  >
+    <div v-if="business" class="biz-detail">
+      <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">
+          <DetailBasic :business="business" />
+        </el-tab-pane>
+
+        <!-- 联系人 -->
+        <el-tab-pane :label="`联系人 (${counts.contact})`" name="contact">
+          <DetailContact
+            ref="contactRef"
+            :related-id="business.id"
+            :related-type="RELATED_TYPE"
+            :include-source="true"
+            tip="按阶段累积展示（线索 + 商机），转为项目后会同步到正式客户通讯录"
+            @count="counts.contact = $event"
+          />
+        </el-tab-pane>
+
+        <!-- 跟进记录 -->
+        <el-tab-pane :label="`跟进记录 (${counts.follow})`" name="follow">
+          <DetailFollow
+            ref="followRef"
+            :related-id="business.id"
+            :related-type="RELATED_TYPE"
+            :related-name="business.business_name || ''"
+            :include-source="true"
+            @count="counts.follow = $event"
+            @saved="emit('refresh')"
+          />
+        </el-tab-pane>
+
+        <!-- 附件 -->
+        <el-tab-pane :label="`附件 (${counts.attach})`" name="attach">
+          <DetailAttach
+            ref="attachRef"
+            :related-id="business.id"
+            :related-type="RELATED_TYPE"
+            :include-source="true"
+            tip="用于存放商机相关资料，如方案、报价单、合同草稿等"
+            @count="counts.attach = $event"
+          />
+        </el-tab-pane>
+
+        <!-- 操作日志 -->
+        <el-tab-pane label="操作日志" name="log">
+          <DetailLog ref="logRef" :related-id="business.id" :related-type="RELATED_TYPE" />
+        </el-tab-pane>
+      </el-tabs>
+    </div>
+  </el-drawer>
+</template>
+
+<script setup>
+import { ref, reactive, watch } from "vue";
+import DetailBasic from "./detail_basic.vue";
+import DetailContact from "./detail_contact.vue";
+import DetailFollow from "./detail_follow.vue";
+import DetailAttach from "./detail_attach.vue";
+import DetailLog from "./detail_log.vue";
+
+const props = defineProps({
+  visible: { type: Boolean, default: false },
+  business: { type: Object, default: null },
+});
+const emit = defineEmits(["update:visible", "refresh"]);
+
+// 关联类型：2=商机
+const RELATED_TYPE = 2;
+
+const activeTab = ref("basic");
+const counts = reactive({ contact: 0, follow: 0, attach: 0 });
+
+const contactRef = ref();
+const followRef = ref();
+const attachRef = ref();
+const logRef = ref();
+
+watch(
+  () => props.visible,
+  (val) => {
+    if (val) {
+      activeTab.value = "basic";
+      counts.contact = 0;
+      counts.follow = 0;
+      counts.attach = 0;
+    }
+  }
+);
+
+function handleClose() {
+  emit("update:visible", false);
+}
+
+/** 抽屉打开后刷新各 Tab 数据 */
+function loadAll() {
+  if (!props.business?.id) return;
+  contactRef.value?.reload();
+  followRef.value?.reload();
+  attachRef.value?.reload();
+  logRef.value?.reload();
+}
+
+defineExpose({ loadAll });
+</script>
+
+<style lang="less" scoped>
+:deep(.el-drawer__body) {
+  overflow-x: hidden;
+}
+
+.biz-detail {
+  .detail-tabs {
+    // 横向 flex：导航固定宽 + 内容区占满剩余宽度
+    display: flex;
+    width: 100%;
+    min-width: 0;
+
+    // 关键：内容区占满「容器剩余宽度」并允许收缩，内部表格才能随容器自适应
+    :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%;
+
+      // 操作列：链接按钮去掉自带内边距、缩小间距，避免「编辑/删除」被挤成两行
+      .el-button.is-link {
+        padding: 0;
+        height: auto;
+        min-height: auto;
+      }
+
+      .el-button + .el-button {
+        margin-left: 6px;
+      }
+    }
+  }
+}
+</style>

backend/src/views/apps/crm/business/components/detail_attach.vue

@@ -0,0 +1,156 @@
+<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>
+    <el-table :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>
+        </template>
+      </el-table-column>
+      <el-table-column v-if="showStage" label="阶段" min-width="62" align="center">
+        <template #default="{ row }">
+          <el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
+            {{ pipelineStageText(row.related_type) }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="大小" min-width="78" align="right">
+        <template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
+      </el-table-column>
+      <el-table-column prop="uploader_name" label="上传人" min-width="78" show-overflow-tooltip />
+      <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">
+        <template #default="{ row }">
+          <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>
+  </div>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Upload } from "@element-plus/icons-vue";
+import { getAttachList, addAttach, deleteAttach } from "@/api/crmPipeline";
+import { uploadFile } from "@/api/file";
+import { formatDateTime, pipelineStageText, pipelineStageTag } from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 2 },
+  // 工具栏提示文案
+  tip: { type: String, default: "" },
+  // 是否累积展示上游链路的附件（线索 + 商机）
+  includeSource: { type: Boolean, default: false },
+  // 是否展示「阶段」列
+  showStage: { type: Boolean, default: false },
+});
+const emit = defineEmits(["count"]);
+
+const loading = ref(false);
+const uploading = ref(false);
+const list = ref([]);
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = {
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    };
+    if (props.includeSource) params.include_source = 1;
+    const res = await getAttachList(params);
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+async function handleUpload(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 || {};
+    await addAttach({
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+      file_id: data.id || 0,
+      file_name: data.name || file.name,
+      file_url: data.url || "",
+      file_size: file.size || 0,
+    });
+    ElMessage.success("上传成功");
+    reload();
+  } catch (e) {
+    ElMessage.error(e.message || "上传失败");
+  } finally {
+    uploading.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
+    await deleteAttach({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+function formatFileSize(size) {
+  const n = Number(size) || 0;
+  if (n < 1024) return `${n} B`;
+  if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
+  return `${(n / 1024 / 1024).toFixed(2)} MB`;
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+
+  .tip {
+    font-size: 12px;
+    color: var(--el-text-color-secondary);
+  }
+}
+
+.file-link {
+  color: var(--el-color-primary);
+  text-decoration: none;
+
+  &:hover {
+    text-decoration: underline;
+  }
+}
+</style>

backend/src/views/apps/crm/business/components/detail_basic.vue

@@ -0,0 +1,60 @@
+<template>
+  <el-descriptions v-if="business" :column="2" border size="small">
+    <el-descriptions-item label="商机名称" :span="2">{{ business.business_name }}</el-descriptions-item>
+    <el-descriptions-item label="客户名称">{{ business.customer_name || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="客户来源">{{ clueSourceText(business.source) }}</el-descriptions-item>
+    <el-descriptions-item label="商机阶段">
+      <el-tag :type="businessStageTag(business.stage)" size="small">
+        {{ businessStageText(business.stage) }}
+      </el-tag>
+    </el-descriptions-item>
+    <el-descriptions-item label="商机级别">
+      <el-tag :type="pipelineLevelTag(business.level)" size="small" effect="plain">
+        {{ pipelineLevelText(business.level) }}
+      </el-tag>
+    </el-descriptions-item>
+    <el-descriptions-item label="预计金额">{{ formatMoney(business.amount) }}</el-descriptions-item>
+    <el-descriptions-item label="预计成交日期">{{ formatDateOnly(business.expect_deal_date) }}</el-descriptions-item>
+    <el-descriptions-item label="负责人">{{ business.owner_user_name || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="客户行业">{{ business.industry || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="下次联系时间">{{ formatDateTime(business.next_contact_time) }}</el-descriptions-item>
+    <el-descriptions-item label="来源线索">
+      {{ business.clue_name || (business.clue_id ? `#${business.clue_id}` : "-") }}
+    </el-descriptions-item>
+    <el-descriptions-item label="对接人">{{ business.contact_person || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人职位">{{ business.contact_position || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人手机">{{ business.contact_phone || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人微信">{{ business.contact_wechat || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人QQ">{{ business.contact_qq || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="客户地址" :span="2">{{ business.address || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="状态">
+      <el-tag :type="businessStatusTag(business.status)" size="small">
+        {{ businessStatusText(business.status) }}
+      </el-tag>
+    </el-descriptions-item>
+    <el-descriptions-item label="转化时间">{{ formatDateTime(business.convert_time) }}</el-descriptions-item>
+    <el-descriptions-item label="创建时间">{{ formatDateTime(business.create_time) }}</el-descriptions-item>
+    <el-descriptions-item label="更新时间">{{ formatDateTime(business.update_time) }}</el-descriptions-item>
+    <el-descriptions-item label="备注" :span="2">{{ business.remark || "-" }}</el-descriptions-item>
+  </el-descriptions>
+</template>
+
+<script setup>
+import {
+  clueSourceText,
+  pipelineLevelText,
+  pipelineLevelTag,
+  businessStageText,
+  businessStageTag,
+  businessStatusText,
+  businessStatusTag,
+  formatDateTime,
+  formatMoney,
+  formatDateOnly,
+} from "../../dict";
+
+defineProps({
+  // 商机详情对象
+  business: { type: Object, default: null },
+});
+</script>

backend/src/views/apps/crm/business/components/detail_contact.vue

@@ -0,0 +1,176 @@
+<template>
+  <div class="detail-contact">
+    <div class="tab-toolbar">
+      <el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增联系人</el-button>
+      <span v-if="tip" class="tip">{{ tip }}</span>
+    </div>
+    <el-table :data="list" v-loading="loading" stripe border size="small">
+      <el-table-column label="姓名" min-width="105">
+        <template #default="{ row }">
+          {{ row.contact_name }}
+          <el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主</el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column prop="position" label="职位" min-width="85" show-overflow-tooltip />
+      <el-table-column prop="mobile" label="手机号" min-width="110" />
+      <el-table-column prop="wechat" label="微信" min-width="95" show-overflow-tooltip />
+      <el-table-column prop="qq" label="QQ" min-width="85" />
+      <el-table-column prop="remark" label="备注" min-width="95" show-overflow-tooltip />
+      <el-table-column label="操作" width="96" align="center">
+        <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="暂无联系人" :image-size="60" /></template>
+    </el-table>
+
+    <!-- 联系人编辑 -->
+    <el-dialog v-model="dialog" :title="form.id ? '编辑联系人' : '新增联系人'" width="520px" append-to-body>
+      <el-form :model="form" label-width="90px">
+        <el-form-item label="姓名" required>
+          <el-input v-model="form.contact_name" placeholder="请输入姓名" />
+        </el-form-item>
+        <el-form-item label="职位"><el-input v-model="form.position" /></el-form-item>
+        <el-form-item label="手机号"><el-input v-model="form.mobile" /></el-form-item>
+        <el-form-item label="微信"><el-input v-model="form.wechat" /></el-form-item>
+        <el-form-item label="QQ"><el-input v-model="form.qq" /></el-form-item>
+        <el-form-item label="邮箱"><el-input v-model="form.email" /></el-form-item>
+        <el-form-item label="主联系人">
+          <el-switch v-model="form.is_primary" :active-value="1" :inactive-value="0" />
+        </el-form-item>
+        <el-form-item label="备注"><el-input v-model="form.remark" type="textarea" :rows="2" /></el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="dialog = false">取消</el-button>
+        <el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
+      </template>
+    </el-dialog>
+  </div>
+</template>
+
+<script setup>
+import { ref, reactive } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Plus } from "@element-plus/icons-vue";
+import {
+  getEntityContactList,
+  addEntityContact,
+  updateEntityContact,
+  deleteEntityContact,
+} from "@/api/crmPipeline";
+
+const props = defineProps({
+  // 关联对象ID（商机ID）
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 2 },
+  // 工具栏提示文案
+  tip: { type: String, default: "" },
+  // 是否累积展示上游链路的联系人（线索 + 商机）
+  includeSource: { type: Boolean, default: false },
+});
+const emit = defineEmits(["count"]);
+
+const loading = ref(false);
+const saving = ref(false);
+const list = ref([]);
+const dialog = ref(false);
+
+const defaultForm = () => ({
+  id: null,
+  contact_name: "",
+  position: "",
+  mobile: "",
+  wechat: "",
+  qq: "",
+  email: "",
+  is_primary: 0,
+  remark: "",
+});
+const form = reactive(defaultForm());
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = {
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    };
+    if (props.includeSource) params.include_source = 1;
+    const res = await getEntityContactList(params);
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+function openEdit(row) {
+  Object.assign(form, defaultForm());
+  if (row) Object.assign(form, row);
+  dialog.value = true;
+}
+
+async function handleSave() {
+  if (!form.contact_name) {
+    ElMessage.warning("请输入联系人姓名");
+    return;
+  }
+  saving.value = true;
+  try {
+    const payload = {
+      ...form,
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    };
+    if (form.id) {
+      await updateEntityContact(payload);
+    } else {
+      await addEntityContact(payload);
+    }
+    ElMessage.success("保存成功");
+    dialog.value = false;
+    reload();
+  } catch (e) {
+    ElMessage.error(e.message || "保存失败");
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm(`确定删除联系人「${row.contact_name}」吗？`, "删除确认", { type: "warning" });
+    await deleteEntityContact({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+
+  .tip {
+    font-size: 12px;
+    color: var(--el-text-color-secondary);
+  }
+}
+</style>

backend/src/views/apps/crm/business/components/detail_follow.vue

@@ -0,0 +1,315 @@
+<template>
+  <div class="detail-follow">
+    <div class="tab-toolbar">
+      <el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增回访</el-button>
+    </div>
+    <el-table :data="list" v-loading="loading" stripe border size="small">
+      <el-table-column label="回访时间" min-width="132">
+        <template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
+      </el-table-column>
+      <el-table-column label="阶段" min-width="58" align="center">
+        <template #default="{ row }">
+          <el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
+            {{ pipelineStageText(row.stage || row.related_type) }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="方式" min-width="58" align="center">
+        <template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
+      </el-table-column>
+      <el-table-column label="回访内容" min-width="150">
+        <template #default="{ row }">
+          <div class="follow-content" v-html="row._textHtml"></div>
+          <div v-if="row._images && row._images.length" class="follow-images">
+            <div
+              v-for="(url, idx) in row._images"
+              :key="idx"
+              class="follow-image"
+              @click="openPreview(row._images, idx)"
+            >
+              <img :src="url" alt="" />
+            </div>
+          </div>
+        </template>
+      </el-table-column>
+      <el-table-column label="下次联系" min-width="132">
+        <template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
+      </el-table-column>
+      <el-table-column prop="owner_user_name" label="回访人" min-width="70" show-overflow-tooltip />
+      <el-table-column label="操作" width="96" align="center">
+        <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="暂无跟进记录" :image-size="60" /></template>
+    </el-table>
+
+    <!-- 回访编辑 -->
+    <el-dialog v-model="dialog" :title="form.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
+      <el-form :model="form" label-width="90px">
+        <el-form-item label="回访阶段">
+          <el-select v-model="form.stage" style="width: 100%">
+            <el-option
+              v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
+              :key="i.value"
+              :label="i.label"
+              :value="i.value"
+            />
+          </el-select>
+          <div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
+            按该次沟通实际发生的阶段记录，默认当前阶段
+          </div>
+        </el-form-item>
+        <el-form-item label="回访方式">
+          <el-select v-model="form.follow_type" style="width: 100%">
+            <el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="回访时间">
+          <el-date-picker
+            v-model="form.follow_time"
+            type="datetime"
+            value-format="YYYY-MM-DD HH:mm:ss"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="回访内容" required>
+          <RichContentEditor
+            v-model="form.content"
+            :min-height="120"
+            placeholder="请输入回访内容，可粘贴或上传图片"
+          />
+        </el-form-item>
+        <el-form-item label="下次联系">
+          <el-date-picker
+            v-model="form.next_contact_time"
+            type="datetime"
+            value-format="YYYY-MM-DD HH:mm:ss"
+            style="width: 100%"
+          />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="dialog = false">取消</el-button>
+        <el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 跟进记录图片放大预览 -->
+    <el-image-viewer
+      v-if="previewVisible"
+      :url-list="previewUrls"
+      :initial-index="previewIndex"
+      :z-index="5000"
+      @close="previewVisible = false"
+    />
+  </div>
+</template>
+
+<script setup>
+import { ref, reactive } from "vue";
+import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
+import { Plus } from "@element-plus/icons-vue";
+import { getFollowList, addFollow, updateFollow, deleteFollow } from "@/api/crmPipeline";
+import RichContentEditor from "../../components/RichContentEditor.vue";
+import {
+  followTypeText,
+  FOLLOW_TYPE_OPTIONS,
+  PIPELINE_RELATED_TYPE_OPTIONS,
+  pipelineStageText,
+  pipelineStageTag,
+  formatDateTime,
+} from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 2 },
+  // 关联对象名称（新增回访时冗余记录）
+  relatedName: { type: String, default: "" },
+  // 是否累积展示上游链路的回访记录
+  includeSource: { type: Boolean, default: false },
+});
+const emit = defineEmits(["count", "saved"]);
+
+const loading = ref(false);
+const saving = ref(false);
+const list = ref([]);
+const dialog = ref(false);
+
+// 图片预览
+const previewVisible = ref(false);
+const previewUrls = ref([]);
+const previewIndex = ref(0);
+
+/** 拆分富文本：文本 HTML + 图片地址数组（图片单独用统一小方块展示） */
+function splitFollowContent(html) {
+  const urls = [];
+  const textHtml = String(html || "").replace(/<img[^>]*src=["']([^"']+)["'][^>]*>/gi, (m, src) => {
+    if (src) urls.push(src);
+    return "";
+  });
+  return { textHtml, urls };
+}
+
+/** 点击图片方块 → 放大预览（支持同一条记录内多图切换） */
+function openPreview(urls, index) {
+  if (!urls || !urls.length) return;
+  previewUrls.value = urls;
+  previewIndex.value = index < 0 ? 0 : index;
+  previewVisible.value = true;
+}
+
+const defaultForm = () => ({
+  id: null,
+  // 所属阶段：1线索/2商机/3项目，默认取当前详情页所在阶段
+  stage: null,
+  follow_type: "1",
+  follow_time: "",
+  content: "",
+  next_contact_time: "",
+});
+const form = reactive(defaultForm());
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = {
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+      pageSize: 100,
+    };
+    if (props.includeSource) params.include_source = 1;
+    const res = await getFollowList(params);
+    const rows = res?.data?.list || [];
+    list.value = rows.map((row) => {
+      const { textHtml, urls } = splitFollowContent(row.content);
+      return { ...row, _textHtml: textHtml, _images: urls };
+    });
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+function openEdit(row) {
+  Object.assign(form, defaultForm());
+  if (row) {
+    Object.assign(form, row);
+    // 编辑：默认保留记录原本的阶段，可手动修正
+    form.stage = row.stage || row.related_type || props.relatedType;
+  } else {
+    // 新增：默认取当前详情页所在阶段（线索/商机/项目）
+    form.stage = props.relatedType;
+  }
+  dialog.value = true;
+}
+
+async function handleSave() {
+  const plainText = String(form.content || "")
+    .replace(/<[^>]*>/g, "")
+    .replace(/&nbsp;/g, " ")
+    .trim();
+  if (!plainText && !/<img/i.test(form.content || "")) {
+    ElMessage.warning("请输入回访内容");
+    return;
+  }
+  saving.value = true;
+  try {
+    if (form.id) {
+      // 编辑：同步提交修正后的阶段（后端仅在传入合法阶段时更新）
+      await updateFollow({ ...form, stage: form.stage || undefined });
+    } else {
+      await addFollow({
+        ...form,
+        related_type: props.relatedType,
+        related_id: props.relatedId,
+        related_name: props.relatedName,
+        stage: form.stage || props.relatedType,
+      });
+    }
+    ElMessage.success("保存成功");
+    dialog.value = false;
+    reload();
+    emit("saved");
+  } catch (e) {
+    ElMessage.error(e.message || "保存失败");
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
+    await deleteFollow({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+}
+
+.follow-content {
+  word-break: break-word;
+
+  :deep(img) {
+    width: 60px;
+    height: 60px;
+    object-fit: cover;
+    border-radius: 4px;
+    cursor: zoom-in;
+    vertical-align: middle;
+    margin: 2px 6px 2px 0;
+  }
+}
+
+.follow-images {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px;
+  margin-top: 4px;
+
+  .follow-image {
+    width: 60px;
+    height: 60px;
+    border-radius: 4px;
+    overflow: hidden;
+    cursor: zoom-in;
+    border: 1px solid var(--el-border-color-lighter);
+    background: var(--el-fill-color-light);
+
+    img {
+      width: 100%;
+      height: 100%;
+      object-fit: cover;
+      display: block;
+    }
+
+    &:hover {
+      border-color: var(--el-color-primary);
+    }
+  }
+}
+</style>

backend/src/views/apps/crm/business/components/detail_log.vue

@@ -0,0 +1,63 @@
+<template>
+  <el-timeline v-loading="loading">
+    <el-timeline-item
+      v-for="log in list"
+      :key="log.id"
+      :timestamp="formatDateTime(log.create_time)"
+      placement="top"
+    >
+      <div class="log-item">
+        <span class="log-user">{{ log.operator_name || "系统" }}</span>
+        <span>{{ log.content || log.action }}</span>
+      </div>
+    </el-timeline-item>
+    <el-empty v-if="!list.length && !loading" description="暂无操作日志" :image-size="60" />
+  </el-timeline>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import { getCrmOperateLogs } from "@/api/crmPipeline";
+import { formatDateTime } from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 2 },
+});
+
+const loading = ref(false);
+const list = ref([]);
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    return;
+  }
+  loading.value = true;
+  try {
+    const res = await getCrmOperateLogs({
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    });
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.log-item {
+  .log-user {
+    font-weight: 600;
+    margin-right: 8px;
+  }
+}
+</style>

backend/src/views/apps/crm/business/index.vue

@@ -3,7 +3,7 @@
     <div class="page-header">
       <div>
         <h2>商机管理</h2>
-        <p>推进商机阶段，达成后可转化为项目；转化后商机将锁定不可编辑</p>
+        <p>推进商机阶段，达成后可转化为项目</p>
       </div>
       <div class="header-actions">
         <el-button :icon="Refresh" @click="fetchList">刷新</el-button>
@@ -47,6 +47,11 @@
 
     <div class="table-container" v-loading="loading">
       <el-table :data="tableData" stripe border row-key="id">
+        <el-table-column label="状态" width="110" align="center" fixed>
+          <template #default="{ row }">
+            <el-tag :type="businessStatusTag(row.status)" size="small">{{ businessStatusText(row.status) }}</el-tag>
+          </template>
+        </el-table-column>
         <el-table-column label="商机名称" min-width="170" show-overflow-tooltip fixed>
           <template #default="{ row }">
             <span class="name-link" @click="openDetail(row)">{{ row.business_name }}</span>
@@ -77,11 +82,6 @@
         <el-table-column label="下次联系时间" width="160" align="center">
           <template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
         </el-table-column>
-        <el-table-column label="状态" width="110" align="center">
-          <template #default="{ row }">
-            <el-tag :type="businessStatusTag(row.status)" size="small">{{ businessStatusText(row.status) }}</el-tag>
-          </template>
-        </el-table-column>
         <el-table-column label="操作" width="220" align="center" fixed="right">
           <template #default="{ row }">
             <el-button link type="primary" size="small" :disabled="row.locked === 1" @click="openEdit(row)">
@@ -96,7 +96,15 @@
             >
               转项目
             </el-button>
-            <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+            <el-button
+              link
+              type="danger"
+              size="small"
+              :disabled="row.locked === 1 || row.status === 2"
+              @click="handleDelete(row)"
+            >
+              删除
+            </el-button>
           </template>
         </el-table-column>
         <template #empty><el-empty description="暂无商机" :image-size="80" /></template>
@@ -118,32 +126,11 @@
     <BusinessEdit v-model:visible="editVisible" :edit-data="currentRow" @success="fetchList" />
     <BusinessConvert v-model:visible="convertVisible" :business="currentRow" @success="handleConvertSuccess" />
 
-    <el-dialog v-model="detailVisible" :title="currentRow?.business_name || '商机详情'" width="720px">
+    <BusinessDetail
-      <el-descriptions v-if="currentRow" :column="2" border size="small">
+      v-model:visible="detailVisible"
-        <el-descriptions-item label="商机名称" :span="2">{{ currentRow.business_name }}</el-descriptions-item>
+      :business="currentRow"
-        <el-descriptions-item label="客户名称">{{ currentRow.customer_name || "-" }}</el-descriptions-item>
+      @refresh="fetchList"
-        <el-descriptions-item label="客户来源">{{ clueSourceText(currentRow.source) }}</el-descriptions-item>
+    />
-        <el-descriptions-item label="商机阶段">
-          <el-tag :type="businessStageTag(currentRow.stage)" size="small">{{ businessStageText(currentRow.stage) }}</el-tag>
-        </el-descriptions-item>
-        <el-descriptions-item label="级别">
-          <el-tag :type="pipelineLevelTag(currentRow.level)" size="small">{{ pipelineLevelText(currentRow.level) }}</el-tag>
-        </el-descriptions-item>
-        <el-descriptions-item label="预计金额">{{ formatMoney(currentRow.amount) }}</el-descriptions-item>
-        <el-descriptions-item label="预计成交日期">{{ formatDateOnly(currentRow.expect_deal_date) }}</el-descriptions-item>
-        <el-descriptions-item label="负责人">{{ currentRow.owner_user_name || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="下次联系时间">{{ formatDateTime(currentRow.next_contact_time) }}</el-descriptions-item>
-        <el-descriptions-item label="对接人">{{ currentRow.contact_person || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="对接人职位">{{ currentRow.contact_position || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="对接人手机">{{ currentRow.contact_phone || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="客户地址" :span="2">{{ currentRow.address || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="状态">
-          <el-tag :type="businessStatusTag(currentRow.status)" size="small">{{ businessStatusText(currentRow.status) }}</el-tag>
-        </el-descriptions-item>
-        <el-descriptions-item label="转化时间">{{ formatDateTime(currentRow.convert_time) }}</el-descriptions-item>
-        <el-descriptions-item label="备注" :span="2">{{ currentRow.remark || "-" }}</el-descriptions-item>
-      </el-descriptions>
-    </el-dialog>
   </div>
 </template>
 
@@ -154,6 +141,7 @@ import { Plus, Search, Refresh } from "@element-plus/icons-vue";
 import { getBusinessList, deleteBusiness } from "@/api/crmPipeline";
 import BusinessEdit from "./components/edit.vue";
 import BusinessConvert from "./components/convert.vue";
+import BusinessDetail from "./components/detail.vue";
 import {
   BUSINESS_STAGE_OPTIONS,
   BUSINESS_STATUS_OPTIONS,
@@ -164,7 +152,6 @@ import {
   businessStatusTag,
   pipelineLevelText,
   pipelineLevelTag,
-  clueSourceText,
   formatMoney,
   formatDateOnly,
   formatDateTime,

backend/src/views/apps/crm/clue/components/convert.vue

@@ -10,7 +10,7 @@
       type="warning"
       :closable="false"
       show-icon
-      title="转化后线索将被锁定，不能再编辑，后续操作请在商机中进行。"
+      title="转化后线索将被锁定；联系人 / 跟进记录 / 附件会按阶段在商机中累积展示，后续操作请在商机中进行。"
       style="margin-bottom: 16px"
     />
     <el-form ref="formRef" :model="form" :rules="rules" label-width="110px">

backend/src/views/apps/crm/clue/components/detail.vue

@@ -8,241 +8,69 @@
     @opened="loadAll"
   >
     <div v-if="clue" class="clue-detail">
-      <el-tabs v-model="activeTab">
+      <el-alert
+        v-if="Number(clue.locked) === 1 || Number(clue.status) === 2"
+        type="info"
+        :closable="false"
+        show-icon
+        title="该线索已转化为商机并锁定，后续请在商机管理中操作；商机详情会按阶段展示线索 + 商机的联系人、跟进记录与附件"
+        style="margin-bottom: 12px"
+      />
+      <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">
-          <el-descriptions :column="2" border size="small">
+          <DetailBasic :clue="clue" />
-            <el-descriptions-item label="线索名称" :span="2">{{ clue.clue_name }}</el-descriptions-item>
-            <el-descriptions-item label="客户名称">{{ clue.customer_name || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="客户来源">{{ clueSourceText(clue.source) }}</el-descriptions-item>
-            <el-descriptions-item label="客户级别">
-              <el-tag :type="pipelineLevelTag(clue.clue_level)" size="small">
-                {{ pipelineLevelText(clue.clue_level) }}
-              </el-tag>
-            </el-descriptions-item>
-            <el-descriptions-item label="负责人">{{ clue.owner_user_name || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="客户行业">{{ clue.industry || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="下次联系时间">{{ formatDateTime(clue.next_contact_time) }}</el-descriptions-item>
-            <el-descriptions-item label="客户对接人">{{ clue.contact_person || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="对接人职位">{{ clue.contact_position || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="对接人手机">{{ clue.contact_phone || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="对接人微信">{{ clue.contact_wechat || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="对接人QQ">{{ clue.contact_qq || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="公司地址" :span="2">{{ clue.address || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="状态">
-              <el-tag :type="clueStatusTag(clue.status)" size="small">{{ clueStatusText(clue.status) }}</el-tag>
-            </el-descriptions-item>
-            <el-descriptions-item label="转化时间">{{ formatDateTime(clue.convert_time) }}</el-descriptions-item>
-            <el-descriptions-item label="备注" :span="2">{{ clue.remark || "-" }}</el-descriptions-item>
-            <el-descriptions-item label="创建时间">{{ formatDateTime(clue.create_time) }}</el-descriptions-item>
-            <el-descriptions-item label="更新时间">{{ formatDateTime(clue.update_time) }}</el-descriptions-item>
-          </el-descriptions>
         </el-tab-pane>
 
         <!-- 联系人 -->
-        <el-tab-pane :label="`联系人 (${contacts.length})`" name="contact">
+        <el-tab-pane :label="`联系人 (${counts.contact})`" name="contact">
-          <div class="tab-toolbar">
+          <DetailContact
-            <el-button type="primary" size="small" :icon="Plus" @click="openContactEdit(null)">新增联系人</el-button>
+            ref="contactRef"
-          </div>
+            :related-id="clue.id"
-          <el-table :data="contacts" v-loading="loading.contact" stripe border size="small">
+            :related-type="RELATED_TYPE"
-            <el-table-column label="姓名" width="140">
+            @count="counts.contact = $event"
-              <template #default="{ row }">
+          />
-                {{ row.contact_name }}
-                <el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主</el-tag>
-              </template>
-            </el-table-column>
-            <el-table-column prop="position" label="职位" width="120" show-overflow-tooltip />
-            <el-table-column prop="mobile" label="手机号" width="130" />
-            <el-table-column prop="wechat" label="微信" width="120" show-overflow-tooltip />
-            <el-table-column prop="qq" label="QQ" width="110" />
-            <el-table-column prop="remark" label="备注" min-width="120" show-overflow-tooltip />
-            <el-table-column label="操作" width="120" align="center">
-              <template #default="{ row }">
-                <el-button link type="primary" size="small" @click="openContactEdit(row)">编辑</el-button>
-                <el-button link type="danger" size="small" @click="handleContactDelete(row)">删除</el-button>
-              </template>
-            </el-table-column>
-            <template #empty><el-empty description="暂无联系人" :image-size="60" /></template>
-          </el-table>
         </el-tab-pane>
 
         <!-- 跟进记录 -->
-        <el-tab-pane :label="`跟进记录 (${follows.length})`" name="follow">
+        <el-tab-pane :label="`跟进记录 (${counts.follow})`" name="follow">
-          <div class="tab-toolbar">
+          <DetailFollow
-            <el-button type="primary" size="small" :icon="Plus" @click="openFollowEdit(null)">新增回访</el-button>
+            ref="followRef"
-          </div>
+            :related-id="clue.id"
-          <el-table :data="follows" v-loading="loading.follow" stripe border size="small">
+            :related-type="RELATED_TYPE"
-            <el-table-column label="回访时间" width="160">
+            :related-name="clue.clue_name || ''"
-              <template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
+            @count="counts.follow = $event"
-            </el-table-column>
+            @saved="emit('refresh')"
-            <el-table-column label="方式" width="80" align="center">
+          />
-              <template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
-            </el-table-column>
-            <el-table-column label="回访内容" min-width="240">
-              <template #default="{ row }">
-                <div class="follow-content" v-html="row.content"></div>
-              </template>
-            </el-table-column>
-            <el-table-column label="下次联系" width="160">
-              <template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
-            </el-table-column>
-            <el-table-column prop="owner_user_name" label="回访人" width="100" />
-            <el-table-column label="操作" width="120" align="center">
-              <template #default="{ row }">
-                <el-button link type="primary" size="small" @click="openFollowEdit(row)">编辑</el-button>
-                <el-button link type="danger" size="small" @click="handleFollowDelete(row)">删除</el-button>
-              </template>
-            </el-table-column>
-            <template #empty><el-empty description="暂无跟进记录" :image-size="60" /></template>
-          </el-table>
         </el-tab-pane>
 
         <!-- 附件 -->
-        <el-tab-pane :label="`附件 (${attaches.length})`" name="attach">
+        <el-tab-pane :label="`附件 (${counts.attach})`" name="attach">
-          <div class="tab-toolbar">
+          <DetailAttach
-            <el-upload
+            ref="attachRef"
-              :show-file-list="false"
+            :related-id="clue.id"
-              :http-request="handleUpload"
+            :related-type="RELATED_TYPE"
-              :disabled="uploading"
+            tip="用于存放前期资料，如方案、报价单、图纸等"
-            >
+            @count="counts.attach = $event"
-              <el-button type="primary" size="small" :icon="Upload" :loading="uploading">上传附件</el-button>
+          />
-            </el-upload>
-            <span class="tip">用于存放前期资料，如方案、报价单、图纸等</span>
-          </div>
-          <el-table :data="attaches" v-loading="loading.attach" stripe border size="small">
-            <el-table-column label="文件名" min-width="220" show-overflow-tooltip>
-              <template #default="{ row }">
-                <a :href="row.file_url" target="_blank" class="file-link">{{ row.file_name || "-" }}</a>
-              </template>
-            </el-table-column>
-            <el-table-column label="大小" width="100" align="right">
-              <template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
-            </el-table-column>
-            <el-table-column prop="uploader_name" label="上传人" width="100" />
-            <el-table-column label="上传时间" width="160">
-              <template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
-            </el-table-column>
-            <el-table-column label="操作" width="80" align="center">
-              <template #default="{ row }">
-                <el-button link type="danger" size="small" @click="handleAttachDelete(row)">删除</el-button>
-              </template>
-            </el-table-column>
-            <template #empty><el-empty description="暂无附件" :image-size="60" /></template>
-          </el-table>
         </el-tab-pane>
 
         <!-- 操作日志 -->
         <el-tab-pane label="操作日志" name="log">
-          <el-timeline v-loading="loading.log">
+          <DetailLog ref="logRef" :related-id="clue.id" :related-type="RELATED_TYPE" />
-            <el-timeline-item
-              v-for="log in logs"
-              :key="log.id"
-              :timestamp="formatDateTime(log.create_time)"
-              placement="top"
-            >
-              <div class="log-item">
-                <span class="log-user">{{ log.operator_name || "系统" }}</span>
-                <span>{{ log.content || log.action }}</span>
-              </div>
-            </el-timeline-item>
-            <el-empty v-if="!logs.length && !loading.log" description="暂无操作日志" :image-size="60" />
-          </el-timeline>
         </el-tab-pane>
       </el-tabs>
     </div>
-
-    <!-- 联系人编辑 -->
-    <el-dialog v-model="contactDialog" :title="contactForm.id ? '编辑联系人' : '新增联系人'" width="520px" append-to-body>
-      <el-form :model="contactForm" label-width="90px">
-        <el-form-item label="姓名" required>
-          <el-input v-model="contactForm.contact_name" placeholder="请输入姓名" />
-        </el-form-item>
-        <el-form-item label="职位"><el-input v-model="contactForm.position" /></el-form-item>
-        <el-form-item label="手机号"><el-input v-model="contactForm.mobile" /></el-form-item>
-        <el-form-item label="微信"><el-input v-model="contactForm.wechat" /></el-form-item>
-        <el-form-item label="QQ"><el-input v-model="contactForm.qq" /></el-form-item>
-        <el-form-item label="邮箱"><el-input v-model="contactForm.email" /></el-form-item>
-        <el-form-item label="主联系人">
-          <el-switch v-model="contactForm.is_primary" :active-value="1" :inactive-value="0" />
-        </el-form-item>
-        <el-form-item label="备注"><el-input v-model="contactForm.remark" type="textarea" :rows="2" /></el-form-item>
-      </el-form>
-      <template #footer>
-        <el-button @click="contactDialog = false">取消</el-button>
-        <el-button type="primary" :loading="saving" @click="handleContactSave">保存</el-button>
-      </template>
-    </el-dialog>
-
-    <!-- 回访编辑 -->
-    <el-dialog v-model="followDialog" :title="followForm.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
-      <el-form :model="followForm" label-width="90px">
-        <el-form-item label="回访方式">
-          <el-select v-model="followForm.follow_type" style="width: 100%">
-            <el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
-          </el-select>
-        </el-form-item>
-        <el-form-item label="回访时间">
-          <el-date-picker
-            v-model="followForm.follow_time"
-            type="datetime"
-            value-format="YYYY-MM-DD HH:mm:ss"
-            style="width: 100%"
-          />
-        </el-form-item>
-        <el-form-item label="回访内容" required>
-          <RichContentEditor
-            v-model="followForm.content"
-            :min-height="120"
-            placeholder="请输入回访内容，可粘贴或上传图片"
-          />
-        </el-form-item>
-        <el-form-item label="下次联系">
-          <el-date-picker
-            v-model="followForm.next_contact_time"
-            type="datetime"
-            value-format="YYYY-MM-DD HH:mm:ss"
-            style="width: 100%"
-          />
-        </el-form-item>
-      </el-form>
-      <template #footer>
-        <el-button @click="followDialog = false">取消</el-button>
-        <el-button type="primary" :loading="saving" @click="handleFollowSave">保存</el-button>
-      </template>
-    </el-dialog>
   </el-drawer>
 </template>
 
 <script setup>
 import { ref, reactive, watch } from "vue";
-import { ElMessage, ElMessageBox } from "element-plus";
+import DetailBasic from "./detail_basic.vue";
-import { Plus, Upload } from "@element-plus/icons-vue";
+import DetailContact from "./detail_contact.vue";
-import {
+import DetailFollow from "./detail_follow.vue";
-  getEntityContactList,
+import DetailAttach from "./detail_attach.vue";
-  addEntityContact,
+import DetailLog from "./detail_log.vue";
-  updateEntityContact,
-  deleteEntityContact,
-  getFollowList,
-  addFollow,
-  updateFollow,
-  deleteFollow,
-  getAttachList,
-  addAttach,
-  deleteAttach,
-  getCrmOperateLogs,
-} from "@/api/crmPipeline";
-import { uploadFile } from "@/api/file";
-import RichContentEditor from "../../components/RichContentEditor.vue";
-import {
-  clueSourceText,
-  pipelineLevelText,
-  pipelineLevelTag,
-  clueStatusText,
-  clueStatusTag,
-  followTypeText,
-  FOLLOW_TYPE_OPTIONS,
-  formatDateTime,
-} from "../../dict";
 
 const props = defineProps({
   visible: { type: Boolean, default: false },
@@ -250,44 +78,25 @@ const props = defineProps({
 });
 const emit = defineEmits(["update:visible", "refresh"]);
 
-const RELATED_TYPE = 1; // 线索
+// 关联类型：1=线索
+const RELATED_TYPE = 1;
 
 const activeTab = ref("basic");
-const loading = reactive({ contact: false, follow: false, attach: false, log: false });
+const counts = reactive({ contact: 0, follow: 0, attach: 0 });
-const contacts = ref([]);
-const follows = ref([]);
-const attaches = ref([]);
-const logs = ref([]);
-const saving = ref(false);
-const uploading = ref(false);
 
-const contactDialog = ref(false);
+const contactRef = ref();
-const contactForm = reactive({
+const followRef = ref();
-  id: null,
+const attachRef = ref();
-  contact_name: "",
+const logRef = ref();
-  position: "",
-  mobile: "",
-  wechat: "",
-  qq: "",
-  email: "",
-  is_primary: 0,
-  remark: "",
-});
-
-const followDialog = ref(false);
-const followForm = reactive({
-  id: null,
-  follow_type: "1",
-  follow_time: "",
-  content: "",
-  next_contact_time: "",
-});
 
 watch(
   () => props.visible,
   (val) => {
     if (val) {
       activeTab.value = "basic";
+      counts.contact = 0;
+      counts.follow = 0;
+      counts.attach = 0;
     }
   }
 );
@@ -296,258 +105,69 @@ function handleClose() {
   emit("update:visible", false);
 }
 
-function currentId() {
+/** 抽屉打开后刷新各 Tab 数据 */
-  return props.clue?.id;
+function loadAll() {
+  if (!props.clue?.id) return;
+  contactRef.value?.reload();
+  followRef.value?.reload();
+  attachRef.value?.reload();
+  logRef.value?.reload();
 }
 
-async function loadAll() {
+defineExpose({ loadAll });
-  if (!currentId()) return;
-  loadContacts();
-  loadFollows();
-  loadAttaches();
-  loadLogs();
-}
-
-/* ------------------------------ 联系人 ------------------------------ */
-async function loadContacts() {
-  loading.contact = true;
-  try {
-    const res = await getEntityContactList({ related_type: RELATED_TYPE, related_id: currentId() });
-    contacts.value = res?.data?.list || [];
-  } catch (e) {
-    contacts.value = [];
-  } finally {
-    loading.contact = false;
-  }
-}
-
-function openContactEdit(row) {
-  Object.assign(contactForm, {
-    id: null,
-    contact_name: "",
-    position: "",
-    mobile: "",
-    wechat: "",
-    qq: "",
-    email: "",
-    is_primary: 0,
-    remark: "",
-  });
-  if (row) Object.assign(contactForm, row);
-  contactDialog.value = true;
-}
-
-async function handleContactSave() {
-  if (!contactForm.contact_name) {
-    ElMessage.warning("请输入联系人姓名");
-    return;
-  }
-  saving.value = true;
-  try {
-    const payload = {
-      ...contactForm,
-      related_type: RELATED_TYPE,
-      related_id: currentId(),
-    };
-    if (contactForm.id) {
-      await updateEntityContact(payload);
-    } else {
-      await addEntityContact(payload);
-    }
-    ElMessage.success("保存成功");
-    contactDialog.value = false;
-    loadContacts();
-  } catch (e) {
-    ElMessage.error(e.message || "保存失败");
-  } finally {
-    saving.value = false;
-  }
-}
-
-async function handleContactDelete(row) {
-  try {
-    await ElMessageBox.confirm(`确定删除联系人「${row.contact_name}」吗？`, "删除确认", { type: "warning" });
-    await deleteEntityContact({ id: row.id });
-    ElMessage.success("删除成功");
-    loadContacts();
-  } catch (e) {
-    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
-  }
-}
-
-/* ------------------------------ 跟进记录 ------------------------------ */
-async function loadFollows() {
-  loading.follow = true;
-  try {
-    const res = await getFollowList({ related_type: RELATED_TYPE, related_id: currentId(), pageSize: 100 });
-    follows.value = res?.data?.list || [];
-  } catch (e) {
-    follows.value = [];
-  } finally {
-    loading.follow = false;
-  }
-}
-
-function openFollowEdit(row) {
-  Object.assign(followForm, { id: null, follow_type: "1", follow_time: "", content: "", next_contact_time: "" });
-  if (row) Object.assign(followForm, row);
-  followDialog.value = true;
-}
-
-async function handleFollowSave() {
-  const plainText = String(followForm.content || "")
-    .replace(/<[^>]*>/g, "")
-    .replace(/&nbsp;/g, " ")
-    .trim();
-  if (!plainText && !/<img/i.test(followForm.content || "")) {
-    ElMessage.warning("请输入回访内容");
-    return;
-  }
-  saving.value = true;
-  try {
-    if (followForm.id) {
-      await updateFollow({ ...followForm });
-    } else {
-      await addFollow({
-        ...followForm,
-        related_type: RELATED_TYPE,
-        related_id: currentId(),
-        related_name: props.clue?.clue_name || "",
-      });
-    }
-    ElMessage.success("保存成功");
-    followDialog.value = false;
-    loadFollows();
-    emit("refresh");
-  } catch (e) {
-    ElMessage.error(e.message || "保存失败");
-  } finally {
-    saving.value = false;
-  }
-}
-
-async function handleFollowDelete(row) {
-  try {
-    await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
-    await deleteFollow({ id: row.id });
-    ElMessage.success("删除成功");
-    loadFollows();
-  } catch (e) {
-    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
-  }
-}
-
-/* -------------------------------- 附件 -------------------------------- */
-async function loadAttaches() {
-  loading.attach = true;
-  try {
-    const res = await getAttachList({ related_type: RELATED_TYPE, related_id: currentId() });
-    attaches.value = res?.data?.list || [];
-  } catch (e) {
-    attaches.value = [];
-  } finally {
-    loading.attach = false;
-  }
-}
-
-async function handleUpload(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 || {};
-    await addAttach({
-      related_type: RELATED_TYPE,
-      related_id: currentId(),
-      file_id: data.id || 0,
-      file_name: data.name || file.name,
-      file_url: data.url || "",
-      file_size: file.size || 0,
-    });
-    ElMessage.success("上传成功");
-    loadAttaches();
-  } catch (e) {
-    ElMessage.error(e.message || "上传失败");
-  } finally {
-    uploading.value = false;
-  }
-}
-
-async function handleAttachDelete(row) {
-  try {
-    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");
-    loadAttaches();
-  } catch (e) {
-    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
-  }
-}
-
-/* ------------------------------ 操作日志 ------------------------------ */
-async function loadLogs() {
-  loading.log = true;
-  try {
-    const res = await getCrmOperateLogs({ related_type: RELATED_TYPE, related_id: currentId() });
-    logs.value = res?.data?.list || [];
-  } catch (e) {
-    logs.value = [];
-  } finally {
-    loading.log = false;
-  }
-}
-
-function formatFileSize(size) {
-  const n = Number(size) || 0;
-  if (n < 1024) return `${n} B`;
-  if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
-  return `${(n / 1024 / 1024).toFixed(2)} MB`;
-}
 </script>
 
 <style lang="less" scoped>
+:deep(.el-drawer__body) {
+  overflow-x: hidden;
+}
+
 .clue-detail {
-  .tab-toolbar {
+  .detail-tabs {
+    // 横向 flex：导航固定宽 + 内容区占满剩余宽度
     display: flex;
-    align-items: center;
+    width: 100%;
-    gap: 12px;
+    min-width: 0;
-    margin-bottom: 12px;
 
-    .tip {
+    // 关键：内容区占满「容器剩余宽度」并允许收缩，内部表格才能随容器自适应
-      font-size: 12px;
+    :deep(.el-tabs__content) {
-      color: var(--el-text-color-secondary);
+      flex: 1;
+      min-width: 0;
+      overflow: hidden;
+      padding-left: 4px;
     }
-  }
 
-  .file-link {
+    :deep(.el-tabs__header) {
-    color: var(--el-color-primary);
+      margin-right: 12px;
-    text-decoration: none;
+      flex-shrink: 0;
-
-    &:hover {
-      text-decoration: underline;
     }
-  }
 
-  .log-item {
+    :deep(.el-tabs__item) {
-    .log-user {
+      justify-content: flex-start;
-      font-weight: 600;
+      text-align: left;
-      margin-right: 8px;
+      padding: 0 12px;
+      min-width: 96px;
+      font-size: 13px;
     }
-  }
 
-  .follow-content {
+    :deep(.el-tab-pane) {
-    word-break: break-word;
+      width: 100%;
+      min-width: 0;
+    }
 
-    :deep(img) {
+    :deep(.el-table) {
-      max-width: 160px;
+      width: 100%;
-      max-height: 120px;
+
-      height: auto;
+      // 操作列：链接按钮去掉自带内边距、缩小间距，避免「编辑/删除」被挤成两行
-      border-radius: 4px;
+      .el-button.is-link {
-      cursor: zoom-in;
+        padding: 0;
-      vertical-align: middle;
+        height: auto;
-      margin: 2px 4px 2px 0;
+        min-height: auto;
+      }
+
+      .el-button + .el-button {
+        margin-left: 6px;
+      }
     }
   }
 }

backend/src/views/apps/crm/clue/components/detail_attach.vue

@@ -0,0 +1,156 @@
+<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>
+    <el-table :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>
+        </template>
+      </el-table-column>
+      <el-table-column v-if="showStage" label="阶段" min-width="62" align="center">
+        <template #default="{ row }">
+          <el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
+            {{ pipelineStageText(row.related_type) }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="大小" min-width="78" align="right">
+        <template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
+      </el-table-column>
+      <el-table-column prop="uploader_name" label="上传人" min-width="78" show-overflow-tooltip />
+      <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">
+        <template #default="{ row }">
+          <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>
+  </div>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Upload } from "@element-plus/icons-vue";
+import { getAttachList, addAttach, deleteAttach } from "@/api/crmPipeline";
+import { uploadFile } from "@/api/file";
+import { formatDateTime, pipelineStageText, pipelineStageTag } from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 1 },
+  // 工具栏提示文案
+  tip: { type: String, default: "" },
+  // 是否累积展示上游链路的附件（商机/项目）
+  includeSource: { type: Boolean, default: false },
+  // 是否展示「阶段」列（项目）
+  showStage: { type: Boolean, default: false },
+});
+const emit = defineEmits(["count"]);
+
+const loading = ref(false);
+const uploading = ref(false);
+const list = ref([]);
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = {
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    };
+    if (props.includeSource) params.include_source = 1;
+    const res = await getAttachList(params);
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+async function handleUpload(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 || {};
+    await addAttach({
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+      file_id: data.id || 0,
+      file_name: data.name || file.name,
+      file_url: data.url || "",
+      file_size: file.size || 0,
+    });
+    ElMessage.success("上传成功");
+    reload();
+  } catch (e) {
+    ElMessage.error(e.message || "上传失败");
+  } finally {
+    uploading.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
+    await deleteAttach({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+function formatFileSize(size) {
+  const n = Number(size) || 0;
+  if (n < 1024) return `${n} B`;
+  if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
+  return `${(n / 1024 / 1024).toFixed(2)} MB`;
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+
+  .tip {
+    font-size: 12px;
+    color: var(--el-text-color-secondary);
+  }
+}
+
+.file-link {
+  color: var(--el-color-primary);
+  text-decoration: none;
+
+  &:hover {
+    text-decoration: underline;
+  }
+}
+</style>

backend/src/views/apps/crm/clue/components/detail_basic.vue

@@ -0,0 +1,44 @@
+<template>
+  <el-descriptions v-if="clue" :column="2" border size="small">
+    <el-descriptions-item label="线索名称" :span="2">{{ clue.clue_name }}</el-descriptions-item>
+    <el-descriptions-item label="客户名称">{{ clue.customer_name || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="客户来源">{{ clueSourceText(clue.source) }}</el-descriptions-item>
+    <el-descriptions-item label="客户级别">
+      <el-tag :type="pipelineLevelTag(clue.clue_level)" size="small">
+        {{ pipelineLevelText(clue.clue_level) }}
+      </el-tag>
+    </el-descriptions-item>
+    <el-descriptions-item label="负责人">{{ clue.owner_user_name || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="客户行业">{{ clue.industry || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="下次联系时间">{{ formatDateTime(clue.next_contact_time) }}</el-descriptions-item>
+    <el-descriptions-item label="客户对接人">{{ clue.contact_person || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人职位">{{ clue.contact_position || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人手机">{{ clue.contact_phone || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人微信">{{ clue.contact_wechat || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人QQ">{{ clue.contact_qq || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="公司地址" :span="2">{{ clue.address || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="状态">
+      <el-tag :type="clueStatusTag(clue.status)" size="small">{{ clueStatusText(clue.status) }}</el-tag>
+    </el-descriptions-item>
+    <el-descriptions-item label="转化时间">{{ formatDateTime(clue.convert_time) }}</el-descriptions-item>
+    <el-descriptions-item label="创建时间">{{ formatDateTime(clue.create_time) }}</el-descriptions-item>
+    <el-descriptions-item label="更新时间">{{ formatDateTime(clue.update_time) }}</el-descriptions-item>
+    <el-descriptions-item label="备注" :span="2">{{ clue.remark || "-" }}</el-descriptions-item>
+  </el-descriptions>
+</template>
+
+<script setup>
+import {
+  clueSourceText,
+  pipelineLevelText,
+  pipelineLevelTag,
+  clueStatusText,
+  clueStatusTag,
+  formatDateTime,
+} from "../../dict";
+
+defineProps({
+  // 线索详情对象
+  clue: { type: Object, default: null },
+});
+</script>

backend/src/views/apps/crm/clue/components/detail_contact.vue

@@ -0,0 +1,172 @@
+<template>
+  <div class="detail-contact">
+    <div class="tab-toolbar">
+      <el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增联系人</el-button>
+      <span v-if="tip" class="tip">{{ tip }}</span>
+    </div>
+    <el-table :data="list" v-loading="loading" stripe border size="small">
+      <el-table-column label="姓名" min-width="105">
+        <template #default="{ row }">
+          {{ row.contact_name }}
+          <el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主</el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column prop="position" label="职位" min-width="85" show-overflow-tooltip />
+      <el-table-column prop="mobile" label="手机号" min-width="110" />
+      <el-table-column prop="wechat" label="微信" min-width="95" show-overflow-tooltip />
+      <el-table-column prop="qq" label="QQ" min-width="85" />
+      <el-table-column prop="remark" label="备注" min-width="95" show-overflow-tooltip />
+      <el-table-column label="操作" width="96" align="center">
+        <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="暂无联系人" :image-size="60" /></template>
+    </el-table>
+
+    <!-- 联系人编辑 -->
+    <el-dialog v-model="dialog" :title="form.id ? '编辑联系人' : '新增联系人'" width="520px" append-to-body>
+      <el-form :model="form" label-width="90px">
+        <el-form-item label="姓名" required>
+          <el-input v-model="form.contact_name" placeholder="请输入姓名" />
+        </el-form-item>
+        <el-form-item label="职位"><el-input v-model="form.position" /></el-form-item>
+        <el-form-item label="手机号"><el-input v-model="form.mobile" /></el-form-item>
+        <el-form-item label="微信"><el-input v-model="form.wechat" /></el-form-item>
+        <el-form-item label="QQ"><el-input v-model="form.qq" /></el-form-item>
+        <el-form-item label="邮箱"><el-input v-model="form.email" /></el-form-item>
+        <el-form-item label="主联系人">
+          <el-switch v-model="form.is_primary" :active-value="1" :inactive-value="0" />
+        </el-form-item>
+        <el-form-item label="备注"><el-input v-model="form.remark" type="textarea" :rows="2" /></el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="dialog = false">取消</el-button>
+        <el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
+      </template>
+    </el-dialog>
+  </div>
+</template>
+
+<script setup>
+import { ref, reactive } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Plus } from "@element-plus/icons-vue";
+import {
+  getEntityContactList,
+  addEntityContact,
+  updateEntityContact,
+  deleteEntityContact,
+} from "@/api/crmPipeline";
+
+const props = defineProps({
+  // 关联对象ID（线索ID）
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 1 },
+  // 工具栏提示文案
+  tip: { type: String, default: "" },
+});
+const emit = defineEmits(["count"]);
+
+const loading = ref(false);
+const saving = ref(false);
+const list = ref([]);
+const dialog = ref(false);
+
+const defaultForm = () => ({
+  id: null,
+  contact_name: "",
+  position: "",
+  mobile: "",
+  wechat: "",
+  qq: "",
+  email: "",
+  is_primary: 0,
+  remark: "",
+});
+const form = reactive(defaultForm());
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const res = await getEntityContactList({
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    });
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+function openEdit(row) {
+  Object.assign(form, defaultForm());
+  if (row) Object.assign(form, row);
+  dialog.value = true;
+}
+
+async function handleSave() {
+  if (!form.contact_name) {
+    ElMessage.warning("请输入联系人姓名");
+    return;
+  }
+  saving.value = true;
+  try {
+    const payload = {
+      ...form,
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    };
+    if (form.id) {
+      await updateEntityContact(payload);
+    } else {
+      await addEntityContact(payload);
+    }
+    ElMessage.success("保存成功");
+    dialog.value = false;
+    reload();
+  } catch (e) {
+    ElMessage.error(e.message || "保存失败");
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm(`确定删除联系人「${row.contact_name}」吗？`, "删除确认", { type: "warning" });
+    await deleteEntityContact({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+
+  .tip {
+    font-size: 12px;
+    color: var(--el-text-color-secondary);
+  }
+}
+</style>

backend/src/views/apps/crm/clue/components/detail_follow.vue

@@ -0,0 +1,315 @@
+<template>
+  <div class="detail-follow">
+    <div class="tab-toolbar">
+      <el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增回访</el-button>
+    </div>
+    <el-table :data="list" v-loading="loading" stripe border size="small">
+      <el-table-column label="回访时间" min-width="132">
+        <template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
+      </el-table-column>
+      <el-table-column label="阶段" min-width="58" align="center">
+        <template #default="{ row }">
+          <el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
+            {{ pipelineStageText(row.stage || row.related_type) }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="方式" min-width="58" align="center">
+        <template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
+      </el-table-column>
+      <el-table-column label="回访内容" min-width="150">
+        <template #default="{ row }">
+          <div class="follow-content" v-html="row._textHtml"></div>
+          <div v-if="row._images && row._images.length" class="follow-images">
+            <div
+              v-for="(url, idx) in row._images"
+              :key="idx"
+              class="follow-image"
+              @click="openPreview(row._images, idx)"
+            >
+              <img :src="url" alt="" />
+            </div>
+          </div>
+        </template>
+      </el-table-column>
+      <el-table-column label="下次联系" min-width="132">
+        <template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
+      </el-table-column>
+      <el-table-column prop="owner_user_name" label="回访人" min-width="70" show-overflow-tooltip />
+      <el-table-column label="操作" width="96" align="center">
+        <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="暂无跟进记录" :image-size="60" /></template>
+    </el-table>
+
+    <!-- 回访编辑 -->
+    <el-dialog v-model="dialog" :title="form.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
+      <el-form :model="form" label-width="90px">
+        <el-form-item label="回访阶段">
+          <el-select v-model="form.stage" style="width: 100%">
+            <el-option
+              v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
+              :key="i.value"
+              :label="i.label"
+              :value="i.value"
+            />
+          </el-select>
+          <div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
+            按该次沟通实际发生的阶段记录，默认当前阶段
+          </div>
+        </el-form-item>
+        <el-form-item label="回访方式">
+          <el-select v-model="form.follow_type" style="width: 100%">
+            <el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="回访时间">
+          <el-date-picker
+            v-model="form.follow_time"
+            type="datetime"
+            value-format="YYYY-MM-DD HH:mm:ss"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="回访内容" required>
+          <RichContentEditor
+            v-model="form.content"
+            :min-height="120"
+            placeholder="请输入回访内容，可粘贴或上传图片"
+          />
+        </el-form-item>
+        <el-form-item label="下次联系">
+          <el-date-picker
+            v-model="form.next_contact_time"
+            type="datetime"
+            value-format="YYYY-MM-DD HH:mm:ss"
+            style="width: 100%"
+          />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="dialog = false">取消</el-button>
+        <el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 跟进记录图片放大预览 -->
+    <el-image-viewer
+      v-if="previewVisible"
+      :url-list="previewUrls"
+      :initial-index="previewIndex"
+      :z-index="5000"
+      @close="previewVisible = false"
+    />
+  </div>
+</template>
+
+<script setup>
+import { ref, reactive } from "vue";
+import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
+import { Plus } from "@element-plus/icons-vue";
+import { getFollowList, addFollow, updateFollow, deleteFollow } from "@/api/crmPipeline";
+import RichContentEditor from "../../components/RichContentEditor.vue";
+import {
+  followTypeText,
+  FOLLOW_TYPE_OPTIONS,
+  PIPELINE_RELATED_TYPE_OPTIONS,
+  pipelineStageText,
+  pipelineStageTag,
+  formatDateTime,
+} from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 1 },
+  // 关联对象名称（新增回访时冗余记录）
+  relatedName: { type: String, default: "" },
+  // 是否累积展示上游链路的回访记录
+  includeSource: { type: Boolean, default: false },
+});
+const emit = defineEmits(["count", "saved"]);
+
+const loading = ref(false);
+const saving = ref(false);
+const list = ref([]);
+const dialog = ref(false);
+
+// 图片预览
+const previewVisible = ref(false);
+const previewUrls = ref([]);
+const previewIndex = ref(0);
+
+/** 拆分富文本：文本 HTML + 图片地址数组（图片单独用统一小方块展示） */
+function splitFollowContent(html) {
+  const urls = [];
+  const textHtml = String(html || "").replace(/<img[^>]*src=["']([^"']+)["'][^>]*>/gi, (m, src) => {
+    if (src) urls.push(src);
+    return "";
+  });
+  return { textHtml, urls };
+}
+
+/** 点击图片方块 → 放大预览（支持同一条记录内多图切换） */
+function openPreview(urls, index) {
+  if (!urls || !urls.length) return;
+  previewUrls.value = urls;
+  previewIndex.value = index < 0 ? 0 : index;
+  previewVisible.value = true;
+}
+
+const defaultForm = () => ({
+  id: null,
+  // 所属阶段：1线索/2商机/3项目，默认取当前详情页所在阶段
+  stage: null,
+  follow_type: "1",
+  follow_time: "",
+  content: "",
+  next_contact_time: "",
+});
+const form = reactive(defaultForm());
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = {
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+      pageSize: 100,
+    };
+    if (props.includeSource) params.include_source = 1;
+    const res = await getFollowList(params);
+    const rows = res?.data?.list || [];
+    list.value = rows.map((row) => {
+      const { textHtml, urls } = splitFollowContent(row.content);
+      return { ...row, _textHtml: textHtml, _images: urls };
+    });
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+function openEdit(row) {
+  Object.assign(form, defaultForm());
+  if (row) {
+    Object.assign(form, row);
+    // 编辑：默认保留记录原本的阶段，可手动修正
+    form.stage = row.stage || row.related_type || props.relatedType;
+  } else {
+    // 新增：默认取当前详情页所在阶段（线索/商机/项目）
+    form.stage = props.relatedType;
+  }
+  dialog.value = true;
+}
+
+async function handleSave() {
+  const plainText = String(form.content || "")
+    .replace(/<[^>]*>/g, "")
+    .replace(/&nbsp;/g, " ")
+    .trim();
+  if (!plainText && !/<img/i.test(form.content || "")) {
+    ElMessage.warning("请输入回访内容");
+    return;
+  }
+  saving.value = true;
+  try {
+    if (form.id) {
+      // 编辑：同步提交修正后的阶段（后端仅在传入合法阶段时更新）
+      await updateFollow({ ...form, stage: form.stage || undefined });
+    } else {
+      await addFollow({
+        ...form,
+        related_type: props.relatedType,
+        related_id: props.relatedId,
+        related_name: props.relatedName,
+        stage: form.stage || props.relatedType,
+      });
+    }
+    ElMessage.success("保存成功");
+    dialog.value = false;
+    reload();
+    emit("saved");
+  } catch (e) {
+    ElMessage.error(e.message || "保存失败");
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
+    await deleteFollow({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+}
+
+.follow-content {
+  word-break: break-word;
+
+  :deep(img) {
+    width: 60px;
+    height: 60px;
+    object-fit: cover;
+    border-radius: 4px;
+    cursor: zoom-in;
+    vertical-align: middle;
+    margin: 2px 6px 2px 0;
+  }
+}
+
+.follow-images {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px;
+  margin-top: 4px;
+
+  .follow-image {
+    width: 60px;
+    height: 60px;
+    border-radius: 4px;
+    overflow: hidden;
+    cursor: zoom-in;
+    border: 1px solid var(--el-border-color-lighter);
+    background: var(--el-fill-color-light);
+
+    img {
+      width: 100%;
+      height: 100%;
+      object-fit: cover;
+      display: block;
+    }
+
+    &:hover {
+      border-color: var(--el-color-primary);
+    }
+  }
+}
+</style>

backend/src/views/apps/crm/clue/components/detail_log.vue

@@ -0,0 +1,63 @@
+<template>
+  <el-timeline v-loading="loading">
+    <el-timeline-item
+      v-for="log in list"
+      :key="log.id"
+      :timestamp="formatDateTime(log.create_time)"
+      placement="top"
+    >
+      <div class="log-item">
+        <span class="log-user">{{ log.operator_name || "系统" }}</span>
+        <span>{{ log.content || log.action }}</span>
+      </div>
+    </el-timeline-item>
+    <el-empty v-if="!list.length && !loading" description="暂无操作日志" :image-size="60" />
+  </el-timeline>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import { getCrmOperateLogs } from "@/api/crmPipeline";
+import { formatDateTime } from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 1 },
+});
+
+const loading = ref(false);
+const list = ref([]);
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    return;
+  }
+  loading.value = true;
+  try {
+    const res = await getCrmOperateLogs({
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    });
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.log-item {
+  .log-user {
+    font-weight: 600;
+    margin-right: 8px;
+  }
+}
+</style>

backend/src/views/apps/crm/clue/index.vue

@@ -3,7 +3,7 @@
     <div class="page-header">
       <div>
         <h2>线索管理</h2>
-        <p>登记潜在客户线索，跟进后可转化为商机；转化后线索将锁定不可编辑</p>
+        <p>登记潜在客户线索，跟进后可转化为商机</p>
       </div>
       <div class="header-actions">
         <el-button :icon="Refresh" @click="fetchList">刷新</el-button>
@@ -47,6 +47,11 @@
 
     <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="clueStatusTag(row.status)" size="small">{{ clueStatusText(row.status) }}</el-tag>
+          </template>
+        </el-table-column>
         <el-table-column label="线索名称" min-width="170" show-overflow-tooltip fixed>
           <template #default="{ row }">
             <span class="name-link" @click="openDetail(row)">{{ row.clue_name }}</span>
@@ -76,11 +81,6 @@
         <el-table-column label="下次联系时间" width="160" align="center">
           <template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
         </el-table-column>
-        <el-table-column label="状态" width="90" align="center">
-          <template #default="{ row }">
-            <el-tag :type="clueStatusTag(row.status)" size="small">{{ clueStatusText(row.status) }}</el-tag>
-          </template>
-        </el-table-column>
         <el-table-column label="操作" width="220" align="center" fixed="right">
           <template #default="{ row }">
             <el-button link type="primary" size="small" :disabled="row.locked === 1" @click="openEdit(row)">
@@ -95,7 +95,15 @@
             >
               转化
             </el-button>
-            <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+            <el-button
+              link
+              type="danger"
+              size="small"
+              :disabled="row.locked === 1 || row.status === 2"
+              @click="handleDelete(row)"
+            >
+              删除
+            </el-button>
           </template>
         </el-table-column>
         <template #empty><el-empty description="暂无线索" :image-size="80" /></template>

backend/src/views/apps/crm/customer/index.vue

@@ -101,7 +101,7 @@
         <el-table-column prop="contact_person" label="联系人" width="100" />
         <el-table-column prop="contact_phone" label="联系电话" width="130" />
         <el-table-column label="负责人" width="100">
-          <template #default="{ row }">{{ row.owner_name || '未分配' }}</template>
+          <template #default="{ row }">{{ row.owner_user_name || '未分配' }}</template>
         </el-table-column>
         <el-table-column label="状态" width="90" align="center">
           <template #default="{ row }">
@@ -167,7 +167,7 @@
               {{ statusText(detailData.status) }}
             </el-tag>
           </el-descriptions-item>
-          <el-descriptions-item label="负责人">{{ detailData.owner_name || '未分配' }}</el-descriptions-item>
+          <el-descriptions-item label="负责人">{{ detailData.owner_user_name || '未分配' }}</el-descriptions-item>
           <el-descriptions-item label="注册资本">{{ detailData.registered_capital ? detailData.registered_capital + ' 万元' : '-' }}</el-descriptions-item>
           <el-descriptions-item label="实缴资本">{{ detailData.paid_capital ? detailData.paid_capital + ' 万元' : '-' }}</el-descriptions-item>
           <el-descriptions-item label="成立日期">{{ formatDate(detailData.establish_date) }}</el-descriptions-item>

backend/src/views/apps/crm/dict.js

@@ -239,6 +239,12 @@ export const pipelineRelatedTypeText = (val) => {
   return n === "1" ? "线索" : n === "2" ? "商机" : n === "3" ? "项目" : "-";
 };
 
+const PIPELINE_STAGE_TAG = { 1: "info", 2: "primary", 3: "success" };
+
+/** 数据所属阶段（跟进记录 stage：1线索/2商机/3项目） */
+export const pipelineStageText = (val) => pipelineRelatedTypeText(val);
+export const pipelineStageTag = (val) => PIPELINE_STAGE_TAG[normalize(val)] || "info";
+
 /** 金额格式化：12345.6 -> 12,345.60 */
 export function formatMoney(val) {
   if (val === undefined || val === null || val === "") return "-";

backend/src/views/apps/crm/follow/components/edit.vue

@@ -28,6 +28,19 @@
           <el-option v-for="o in relatedOptions" :key="o.id" :label="o.name" :value="o.id" />
         </el-select>
       </el-form-item>
+      <el-form-item label="回访阶段" prop="stage">
+        <el-select v-model="form.stage" style="width: 100%">
+          <el-option
+            v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
+            :key="i.value"
+            :label="i.label"
+            :value="i.value"
+          />
+        </el-select>
+        <div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
+          按该次沟通实际发生的阶段记录，默认跟随关联类型
+        </div>
+      </el-form-item>
       <el-form-item label="回访方式" prop="follow_type">
         <el-select v-model="form.follow_type" style="width: 100%">
           <el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
@@ -90,6 +103,8 @@ const defaultForm = () => ({
   related_type: 1,
   related_id: "",
   related_name: "",
+  // 所属阶段：1线索/2商机/3项目，默认跟随关联类型，可手动调整
+  stage: 1,
   follow_type: "1",
   follow_time: "",
   content: "",
@@ -131,6 +146,8 @@ watch(
       if (props.editData) {
         isEdit.value = true;
         Object.assign(form, props.editData);
+        // 编辑：默认保留记录原本的阶段（缺失时按关联类型回退），可手动修正
+        form.stage = Number(props.editData.stage || props.editData.related_type || 1);
         searchRelated("");
       } else {
         isEdit.value = false;
@@ -148,6 +165,8 @@ watch(
 function handleTypeChange() {
   form.related_id = "";
   form.related_name = "";
+  // 切换关联类型时，阶段默认跟随新类型（仍可手动调整）
+  form.stage = Number(form.related_type);
   relatedOptions.value = [];
   searchRelated("");
 }
@@ -189,6 +208,8 @@ async function handleSubmit() {
     const payload = {
       ...form,
       related_name: form.related_name || selected?.name || "",
+      // 回访阶段：允许与关联类型不同（如补录早期阶段的沟通），默认跟随关联类型
+      stage: Number(form.stage) || Number(form.related_type),
     };
     if (form.id) {
       await updateFollow(payload);

backend/src/views/apps/crm/follow/index.vue

@@ -49,7 +49,16 @@
       <el-table :data="tableData" stripe border row-key="id">
         <el-table-column label="关联类型" width="100" align="center">
           <template #default="{ row }">
-            <el-tag size="small" effect="plain">{{ pipelineRelatedTypeText(row.related_type) }}</el-tag>
+            <el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
+              {{ pipelineRelatedTypeText(row.related_type) }}
+            </el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column label="阶段" width="90" align="center">
+          <template #default="{ row }">
+            <el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
+              {{ pipelineStageText(row.stage || row.related_type) }}
+            </el-tag>
           </template>
         </el-table-column>
         <el-table-column prop="related_name" label="关联对象" min-width="180" show-overflow-tooltip />
@@ -59,8 +68,12 @@
         <el-table-column label="回访时间" width="160" align="center">
           <template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
         </el-table-column>
-        <el-table-column label="回访内容" min-width="240" show-overflow-tooltip>
+        <el-table-column label="回访内容" min-width="240">
-          <template #default="{ row }">{{ stripHtml(row.content) }}</template>
+          <template #default="{ row }">
+            <div class="content-cell" :title="stripHtml(row.content)" @click="openDetail(row)">
+              {{ stripHtml(row.content) }}
+            </div>
+          </template>
         </el-table-column>
         <el-table-column label="下次联系时间" width="160" align="center">
           <template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
@@ -89,12 +102,46 @@
     </div>
 
     <FollowEdit v-model:visible="editVisible" :edit-data="currentRow" @success="fetchList" />
+
+    <!-- 回访详情 -->
+    <el-dialog v-model="detailVisible" :title="detailData?.related_name || '回访详情'" width="680px">
+      <el-descriptions v-if="detailData" :column="2" border size="small">
+        <el-descriptions-item label="关联类型">
+          <el-tag size="small" effect="plain" :type="pipelineStageTag(detailData.related_type)">
+            {{ pipelineRelatedTypeText(detailData.related_type) }}
+          </el-tag>
+        </el-descriptions-item>
+        <el-descriptions-item label="关联对象">{{ detailData.related_name || "-" }}</el-descriptions-item>
+        <el-descriptions-item label="回访方式">{{ followTypeText(detailData.follow_type) }}</el-descriptions-item>
+        <el-descriptions-item label="回访时间">{{ formatDateTime(detailData.follow_time) }}</el-descriptions-item>
+        <el-descriptions-item label="回访人">{{ detailData.owner_user_name || "-" }}</el-descriptions-item>
+        <el-descriptions-item label="下次联系时间">
+          {{ formatDateTime(detailData.next_contact_time) }}
+        </el-descriptions-item>
+        <el-descriptions-item label="回访内容" :span="2">
+          <div class="detail-content" v-html="detailData.content" @click="handleContentClick"></div>
+        </el-descriptions-item>
+      </el-descriptions>
+      <template #footer>
+        <el-button @click="detailVisible = false">关闭</el-button>
+        <el-button type="primary" @click="openEditFromDetail">编辑</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 回访内容图片放大预览 -->
+    <el-image-viewer
+      v-if="previewVisible"
+      :url-list="previewUrls"
+      :initial-index="previewIndex"
+      :z-index="5000"
+      @close="previewVisible = false"
+    />
   </div>
 </template>
 
 <script setup>
 import { ref, reactive, onMounted } from "vue";
-import { ElMessage, ElMessageBox } from "element-plus";
+import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
 import { Plus, Search, Refresh } from "@element-plus/icons-vue";
 import { getFollowList, deleteFollow } from "@/api/crmPipeline";
 import FollowEdit from "./components/edit.vue";
@@ -103,6 +150,8 @@ import {
   FOLLOW_TYPE_OPTIONS,
   followTypeText,
   pipelineRelatedTypeText,
+  pipelineStageText,
+  pipelineStageTag,
   formatDateTime,
   stripHtml,
 } from "../dict";
@@ -112,6 +161,15 @@ const tableData = ref([]);
 const editVisible = ref(false);
 const currentRow = ref(null);
 
+// 详情弹窗
+const detailVisible = ref(false);
+const detailData = ref(null);
+
+// 图片预览
+const previewVisible = ref(false);
+const previewUrls = ref([]);
+const previewIndex = ref(0);
+
 const filters = reactive({ keyword: "", related_type: "", follow_type: "" });
 const pagination = reactive({ page: 1, pageSize: 20, total: 0 });
 
@@ -160,6 +218,33 @@ function openEdit(row) {
   editVisible.value = true;
 }
 
+function openDetail(row) {
+  detailData.value = { ...row };
+  detailVisible.value = true;
+}
+
+function openEditFromDetail() {
+  if (!detailData.value) return;
+  currentRow.value = { ...detailData.value };
+  detailVisible.value = false;
+  editVisible.value = true;
+}
+
+/** 点击详情里的图片 → 放大预览（支持同一条记录内多图切换） */
+function handleContentClick(e) {
+  const target = e.target;
+  if (!target || String(target.tagName || "").toUpperCase() !== "IMG") return;
+  const container = e.currentTarget;
+  if (!container) return;
+  const imgs = Array.from(container.querySelectorAll("img"));
+  const urls = imgs.map((img) => img.getAttribute("src")).filter(Boolean);
+  if (!urls.length) return;
+  const index = imgs.indexOf(target);
+  previewUrls.value = urls;
+  previewIndex.value = index < 0 ? 0 : index;
+  previewVisible.value = true;
+}
+
 async function handleDelete(row) {
   try {
     await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
@@ -173,3 +258,31 @@ async function handleDelete(row) {
 </script>
 
 <style lang="less" scoped src="../styles/crm-page.less"></style>
+
+<style lang="less" scoped>
+.content-cell {
+  cursor: pointer;
+  color: var(--el-color-primary);
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+
+  &:hover {
+    text-decoration: underline;
+  }
+}
+
+.detail-content {
+  word-break: break-word;
+
+  :deep(img) {
+    max-width: 220px;
+    max-height: 160px;
+    height: auto;
+    border-radius: 4px;
+    cursor: zoom-in;
+    vertical-align: middle;
+    margin: 2px 4px 2px 0;
+  }
+}
+</style>

backend/src/views/apps/crm/project/components/detail.vue

@@ -0,0 +1,182 @@
+<template>
+  <el-drawer
+    :model-value="visible"
+    :title="project?.project_name || '项目详情'"
+    direction="rtl"
+    size="900px"
+    @update:model-value="handleClose"
+    @opened="loadAll"
+  >
+    <div v-if="project" class="project-detail">
+      <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">
+          <DetailBasic :project="project" />
+        </el-tab-pane>
+
+        <!-- 联系人（正式客户通讯录） -->
+        <el-tab-pane :label="`联系人 (${counts.contact})`" name="contact">
+          <DetailContact
+            ref="contactRef"
+            :company-id="project.customer_id"
+            company-type="customer"
+            @count="counts.contact = $event"
+          />
+        </el-tab-pane>
+
+        <!-- 跟进记录（链路累积：线索 + 商机 + 项目） -->
+        <el-tab-pane :label="`跟进记录 (${counts.follow})`" name="follow">
+          <DetailFollow
+            ref="followRef"
+            :related-id="project.id"
+            :related-type="RELATED_TYPE"
+            :related-name="project.project_name || ''"
+            :include-source="true"
+            @count="counts.follow = $event"
+            @saved="emit('refresh')"
+          />
+        </el-tab-pane>
+
+        <!-- 附件（链路累积：线索 + 商机 + 项目） -->
+        <el-tab-pane :label="`附件 (${counts.attach})`" name="attach">
+          <DetailAttach
+            ref="attachRef"
+            :related-id="project.id"
+            :related-type="RELATED_TYPE"
+            :include-source="true"
+            :show-stage="true"
+            @count="counts.attach = $event"
+          />
+        </el-tab-pane>
+
+        <!-- 项目文档（同步到文档库：共享文档 / 项目文档 / {项目名称}） -->
+        <el-tab-pane :label="`项目文档 (${counts.docs})`" name="docs">
+          <DetailDocs
+            ref="docsRef"
+            :project-id="project.id"
+            :project-name="project.project_name || ''"
+            @count="counts.docs = $event"
+          />
+        </el-tab-pane>
+
+        <!-- 操作日志 -->
+        <el-tab-pane label="操作日志" name="log">
+          <DetailLog ref="logRef" :related-id="project.id" :related-type="RELATED_TYPE" />
+        </el-tab-pane>
+      </el-tabs>
+    </div>
+  </el-drawer>
+</template>
+
+<script setup>
+import { ref, reactive, watch } from "vue";
+import DetailBasic from "./detail_basic.vue";
+import DetailContact from "./detail_contact.vue";
+import DetailFollow from "./detail_follow.vue";
+import DetailAttach from "./detail_attach.vue";
+import DetailDocs from "./detail_docs.vue";
+import DetailLog from "./detail_log.vue";
+
+const props = defineProps({
+  visible: { type: Boolean, default: false },
+  project: { type: Object, default: null },
+});
+const emit = defineEmits(["update:visible", "refresh"]);
+
+// 关联类型：3=项目
+const RELATED_TYPE = 3;
+
+const activeTab = ref("basic");
+const counts = reactive({ contact: 0, follow: 0, attach: 0, docs: 0 });
+
+const contactRef = ref();
+const followRef = ref();
+const attachRef = ref();
+const docsRef = ref();
+const logRef = ref();
+
+watch(
+  () => props.visible,
+  (val) => {
+    if (val) {
+      activeTab.value = "basic";
+      counts.contact = 0;
+      counts.follow = 0;
+      counts.attach = 0;
+      counts.docs = 0;
+    }
+  }
+);
+
+function handleClose() {
+  emit("update:visible", false);
+}
+
+/** 抽屉打开后刷新各 Tab 数据 */
+function loadAll() {
+  if (!props.project?.id) return;
+  contactRef.value?.reload();
+  followRef.value?.reload();
+  attachRef.value?.reload();
+  docsRef.value?.reload();
+  logRef.value?.reload();
+}
+
+defineExpose({ loadAll });
+</script>
+
+<style lang="less" scoped>
+:deep(.el-drawer__body) {
+  overflow-x: hidden;
+}
+
+.project-detail {
+  .detail-tabs {
+    // 横向 flex：导航固定宽 + 内容区占满剩余宽度
+    display: flex;
+    width: 100%;
+    min-width: 0;
+
+    // 关键：内容区占满「容器剩余宽度」并允许收缩，内部表格才能随容器自适应
+    :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%;
+
+      // 操作列：链接按钮去掉自带内边距、缩小间距，避免「编辑/删除」被挤成两行
+      .el-button.is-link {
+        padding: 0;
+        height: auto;
+        min-height: auto;
+      }
+
+      .el-button + .el-button {
+        margin-left: 6px;
+      }
+    }
+  }
+}
+</style>

backend/src/views/apps/crm/project/components/detail_attach.vue

@@ -0,0 +1,156 @@
+<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>
+    <el-table :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>
+        </template>
+      </el-table-column>
+      <el-table-column v-if="showStage" label="阶段" min-width="62" align="center">
+        <template #default="{ row }">
+          <el-tag size="small" effect="plain" :type="pipelineStageTag(row.related_type)">
+            {{ pipelineStageText(row.related_type) }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="大小" min-width="78" align="right">
+        <template #default="{ row }">{{ formatFileSize(row.file_size) }}</template>
+      </el-table-column>
+      <el-table-column prop="uploader_name" label="上传人" min-width="78" show-overflow-tooltip />
+      <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">
+        <template #default="{ row }">
+          <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>
+  </div>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Upload } from "@element-plus/icons-vue";
+import { getAttachList, addAttach, deleteAttach } from "@/api/crmPipeline";
+import { uploadFile } from "@/api/file";
+import { formatDateTime, pipelineStageText, pipelineStageTag } from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 3 },
+  // 工具栏提示文案
+  tip: { type: String, default: "" },
+  // 是否累积展示上游链路的附件（线索 + 商机 + 项目）
+  includeSource: { type: Boolean, default: false },
+  // 是否展示「阶段」列
+  showStage: { type: Boolean, default: false },
+});
+const emit = defineEmits(["count"]);
+
+const loading = ref(false);
+const uploading = ref(false);
+const list = ref([]);
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = {
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    };
+    if (props.includeSource) params.include_source = 1;
+    const res = await getAttachList(params);
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+async function handleUpload(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 || {};
+    await addAttach({
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+      file_id: data.id || 0,
+      file_name: data.name || file.name,
+      file_url: data.url || "",
+      file_size: file.size || 0,
+    });
+    ElMessage.success("上传成功");
+    reload();
+  } catch (e) {
+    ElMessage.error(e.message || "上传失败");
+  } finally {
+    uploading.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm(`确定删除附件「${row.file_name}」吗？`, "删除确认", { type: "warning" });
+    await deleteAttach({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+function formatFileSize(size) {
+  const n = Number(size) || 0;
+  if (n < 1024) return `${n} B`;
+  if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
+  return `${(n / 1024 / 1024).toFixed(2)} MB`;
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+
+  .tip {
+    font-size: 12px;
+    color: var(--el-text-color-secondary);
+  }
+}
+
+.file-link {
+  color: var(--el-color-primary);
+  text-decoration: none;
+
+  &:hover {
+    text-decoration: underline;
+  }
+}
+</style>

backend/src/views/apps/crm/project/components/detail_basic.vue

@@ -0,0 +1,42 @@
+<template>
+  <el-descriptions v-if="project" :column="2" border size="small">
+    <el-descriptions-item label="项目名称" :span="2">{{ project.project_name }}</el-descriptions-item>
+    <el-descriptions-item label="项目编号">{{ project.project_no || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="客户名称">{{ project.customer_name || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="项目金额">{{ formatMoney(project.amount) }}</el-descriptions-item>
+    <el-descriptions-item label="项目状态">
+      <el-tag :type="projectStatusTag(project.status)" size="small">
+        {{ projectStatusText(project.status) }}
+      </el-tag>
+    </el-descriptions-item>
+    <el-descriptions-item label="负责人">{{ project.owner_user_name || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="客户行业">{{ project.industry || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="开始日期">{{ formatDateOnly(project.start_date) }}</el-descriptions-item>
+    <el-descriptions-item label="结束日期">{{ formatDateOnly(project.end_date) }}</el-descriptions-item>
+    <el-descriptions-item label="来源商机">
+      {{ project.business_name || (project.business_id ? `#${project.business_id}` : "-") }}
+    </el-descriptions-item>
+    <el-descriptions-item label="对接人">{{ project.contact_person || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人职位">{{ project.contact_position || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="对接人手机">{{ project.contact_phone || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="项目地址" :span="2">{{ project.address || "-" }}</el-descriptions-item>
+    <el-descriptions-item label="创建时间">{{ formatDateTime(project.create_time) }}</el-descriptions-item>
+    <el-descriptions-item label="更新时间">{{ formatDateTime(project.update_time) }}</el-descriptions-item>
+    <el-descriptions-item label="备注" :span="2">{{ project.remark || "-" }}</el-descriptions-item>
+  </el-descriptions>
+</template>
+
+<script setup>
+import {
+  projectStatusText,
+  projectStatusTag,
+  formatDateTime,
+  formatMoney,
+  formatDateOnly,
+} from "../../dict";
+
+defineProps({
+  // 项目详情对象
+  project: { type: Object, default: null },
+});
+</script>

backend/src/views/apps/crm/project/components/detail_contact.vue

@@ -0,0 +1,378 @@
+<template>
+  <div class="detail-contact">
+    <div class="tab-toolbar">
+      <el-button
+        type="primary"
+        size="small"
+        :icon="Plus"
+        :disabled="!companyId"
+        @click="openEdit(null)"
+      >
+        新增联系人
+      </el-button>
+    </div>
+    <el-alert
+      v-if="!companyId"
+      type="info"
+      :closable="false"
+      show-icon
+      title="该项目未关联正式客户，暂无正式联系人"
+      style="margin-bottom: 12px"
+    />
+    <el-table :data="list" v-loading="loading" stripe border size="small">
+      <el-table-column label="姓名" min-width="95">
+        <template #default="{ row }">
+          {{ row.name }}
+          <el-tag v-if="Number(row.is_primary) === 1" type="danger" size="small" effect="plain">主要</el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="性别" min-width="50" align="center">
+        <template #default="{ row }">{{ genderText(row.gender) }}</template>
+      </el-table-column>
+      <el-table-column label="状态" min-width="60" align="center">
+        <template #default="{ row }">
+          <el-tag :type="Number(row.status) === 1 ? 'success' : 'info'" size="small">
+            {{ Number(row.status) === 1 ? "在职" : "离职" }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column prop="department" label="部门" min-width="70" show-overflow-tooltip />
+      <el-table-column prop="position" label="职位" min-width="70" show-overflow-tooltip />
+      <el-table-column label="手机" min-width="100" show-overflow-tooltip>
+        <template #default="{ row }">{{ formatMobiles(row.mobiles) }}</template>
+      </el-table-column>
+      <el-table-column prop="phone" label="座机" min-width="78" show-overflow-tooltip />
+      <el-table-column prop="email" label="邮箱" min-width="100" show-overflow-tooltip />
+      <el-table-column label="操作" width="96" align="center">
+        <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="暂无联系人" :image-size="60" /></template>
+    </el-table>
+
+    <!-- 联系人编辑（参数与 ERP 通讯录一致） -->
+    <el-dialog
+      v-model="dialog"
+      :title="form.id ? '编辑联系人' : '新增联系人'"
+      width="640px"
+      append-to-body
+      :close-on-click-modal="false"
+    >
+      <el-form ref="formRef" :model="form" :rules="rules" label-width="90px" label-position="right">
+        <el-row :gutter="16">
+          <el-col :span="12">
+            <el-form-item label="姓名" prop="name">
+              <el-input v-model="form.name" placeholder="请输入姓名" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="性别" prop="gender">
+              <el-select v-model="form.gender" placeholder="请选择" style="width: 100%">
+                <el-option label="未知" :value="0" />
+                <el-option label="男" :value="1" />
+                <el-option label="女" :value="2" />
+              </el-select>
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="部门" prop="department">
+              <el-input v-model="form.department" placeholder="请输入部门" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="职位" prop="position">
+              <el-input v-model="form.position" placeholder="请输入职位" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="座机" prop="phone">
+              <el-input v-model="form.phone" placeholder="请输入座机号" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="邮箱" prop="email">
+              <el-input v-model="form.email" placeholder="请输入邮箱" />
+            </el-form-item>
+          </el-col>
+        </el-row>
+
+        <!-- 手机（动态，最多5个） -->
+        <el-form-item label="手机">
+          <div class="mobile-list">
+            <div v-for="(m, idx) in form.mobiles" :key="idx" class="mobile-item">
+              <el-input v-model="form.mobiles[idx]" placeholder="请输入手机号" style="flex: 1" />
+              <el-button :icon="Delete" :disabled="form.mobiles.length <= 1" @click="removeMobile(idx)" />
+            </div>
+            <el-button v-if="form.mobiles.length < 5" type="primary" plain :icon="Plus" @click="addMobile">
+              添加手机号（{{ form.mobiles.length }}/5）
+            </el-button>
+          </div>
+        </el-form-item>
+
+        <el-row :gutter="16">
+          <el-col :span="12">
+            <el-form-item label="微信" prop="wechat">
+              <el-input v-model="form.wechat" placeholder="请输入微信号" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="QQ" prop="qq">
+              <el-input v-model="form.qq" placeholder="请输入QQ号" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="钉钉" prop="dingtalk">
+              <el-input v-model="form.dingtalk" placeholder="请输入钉钉号" />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="主要联系人" prop="is_primary">
+              <el-switch
+                v-model="form.is_primary"
+                :active-value="1"
+                :inactive-value="0"
+                active-text="是"
+                inactive-text="否"
+              />
+            </el-form-item>
+          </el-col>
+          <el-col :span="12">
+            <el-form-item label="人员状态" prop="status">
+              <el-select v-model="form.status" placeholder="请选择" style="width: 100%">
+                <el-option label="在职" :value="1" />
+                <el-option label="离职" :value="0" />
+              </el-select>
+            </el-form-item>
+          </el-col>
+          <el-col :span="24">
+            <el-form-item label="家庭住址" prop="home_address">
+              <el-input v-model="form.home_address" placeholder="请输入家庭住址" />
+            </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="3" placeholder="请输入备注" />
+            </el-form-item>
+          </el-col>
+        </el-row>
+      </el-form>
+      <template #footer>
+        <el-button @click="dialog = false">取消</el-button>
+        <el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
+      </template>
+    </el-dialog>
+  </div>
+</template>
+
+<script setup>
+import { ref, reactive } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import { Plus, Delete } from "@element-plus/icons-vue";
+import {
+  getCompanyContactList,
+  createCompanyContact,
+  updateCompanyContact,
+  deleteCompanyContact,
+} from "@/api/companyContact";
+
+const props = defineProps({
+  // 正式客户ID（项目关联的 customer_id）
+  companyId: { type: [Number, String], default: null },
+  // 正式客户类型
+  companyType: { type: String, default: "customer" },
+});
+const emit = defineEmits(["count"]);
+
+const loading = ref(false);
+const saving = ref(false);
+const list = ref([]);
+const dialog = ref(false);
+const formRef = ref();
+
+// 联系人表单：字段与 ERP 通讯录（contactBook.vue）完全一致
+const defaultForm = () => ({
+  id: null,
+  name: "",
+  gender: 0,
+  phone: "",
+  mobiles: [""],
+  wechat: "",
+  qq: "",
+  dingtalk: "",
+  email: "",
+  department: "",
+  position: "",
+  home_address: "",
+  is_primary: 0,
+  status: 1,
+  remark: "",
+});
+const form = reactive(defaultForm());
+
+const rules = {
+  name: [{ required: true, message: "请输入姓名", trigger: "blur" }],
+};
+
+function genderText(g) {
+  if (Number(g) === 1) return "男";
+  if (Number(g) === 2) return "女";
+  return "未知";
+}
+
+function formatMobiles(mobiles) {
+  if (!mobiles) return "-";
+  try {
+    const arr = typeof mobiles === "string" ? JSON.parse(mobiles) : mobiles;
+    if (!Array.isArray(arr)) return "-";
+    return arr.filter((m) => m && String(m).trim()).join("、") || "-";
+  } catch (e) {
+    return "-";
+  }
+}
+
+function addMobile() {
+  if (form.mobiles.length < 5) form.mobiles.push("");
+}
+
+function removeMobile(idx) {
+  if (form.mobiles.length > 1) form.mobiles.splice(idx, 1);
+}
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.companyId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const res = await getCompanyContactList({
+      company_type: props.companyType,
+      company_id: props.companyId,
+    });
+    const data = res?.data || {};
+    list.value = Array.isArray(data) ? data : data.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+function openEdit(row) {
+  if (!props.companyId) {
+    ElMessage.warning("该项目未关联正式客户，暂无正式联系人");
+    return;
+  }
+  Object.assign(form, defaultForm());
+  if (row) {
+    let mobiles = [""];
+    try {
+      mobiles = row.mobiles ? (typeof row.mobiles === "string" ? JSON.parse(row.mobiles) : row.mobiles) : [""];
+      if (!Array.isArray(mobiles) || mobiles.length === 0) mobiles = [""];
+    } catch (e) {
+      mobiles = [""];
+    }
+    Object.assign(form, {
+      id: row.id,
+      name: row.name || "",
+      gender: Number(row.gender) || 0,
+      phone: row.phone || "",
+      mobiles,
+      wechat: row.wechat || "",
+      qq: row.qq || "",
+      dingtalk: row.dingtalk || "",
+      email: row.email || "",
+      department: row.department || "",
+      position: row.position || "",
+      home_address: row.home_address || "",
+      is_primary: Number(row.is_primary) === 1 ? 1 : 0,
+      status: row.status === undefined || row.status === null ? 1 : Number(row.status),
+      remark: row.remark || "",
+    });
+  }
+  dialog.value = true;
+}
+
+async function handleSave() {
+  if (formRef.value) {
+    try {
+      await formRef.value.validate();
+    } catch (e) {
+      return;
+    }
+  }
+  // 过滤空手机号后按 JSON 数组提交（与 ERP 通讯录一致）
+  const validMobiles = form.mobiles.filter((m) => m && String(m).trim());
+  saving.value = true;
+  try {
+    const payload = {
+      company_type: props.companyType,
+      company_id: Number(props.companyId),
+      name: form.name,
+      gender: form.gender,
+      phone: form.phone,
+      mobiles: JSON.stringify(validMobiles),
+      wechat: form.wechat,
+      qq: form.qq,
+      dingtalk: form.dingtalk,
+      email: form.email,
+      department: form.department,
+      position: form.position,
+      home_address: form.home_address,
+      is_primary: form.is_primary,
+      status: form.status,
+      remark: form.remark,
+    };
+    if (form.id) {
+      await updateCompanyContact(form.id, payload);
+    } else {
+      await createCompanyContact(payload);
+    }
+    ElMessage.success("保存成功");
+    dialog.value = false;
+    reload();
+  } catch (e) {
+    ElMessage.error(e.message || "保存失败");
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm(`确定删除联系人「${row.name}」吗？`, "删除确认", { type: "warning" });
+    await deleteCompanyContact(row.id);
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+}
+
+.mobile-list {
+  width: 100%;
+
+  .mobile-item {
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    margin-bottom: 8px;
+  }
+}
+</style>

backend/src/views/apps/crm/project/components/detail_docs.vue

@@ -0,0 +1,507 @@
+<template>
+  <div class="detail-docs">
+    <div class="docs-layout">
+      <!-- 左侧：文件夹分类树 -->
+      <aside class="docs-side">
+        <div class="side-header">
+          <span class="side-title">
+            <el-icon><Folder /></el-icon>
+            文件夹分类
+          </span>
+          <el-tooltip content="在当前选中的文件夹下新建子文件夹" placement="top">
+            <el-button
+              link
+              type="primary"
+              size="small"
+              :icon="FolderAdd"
+              @click="handleCreateFolder"
+              >新建</el-button
+            >
+          </el-tooltip>
+        </div>
+        <el-scrollbar class="side-tree">
+          <el-tree
+            ref="treeRef"
+            :data="folderTree"
+            node-key="id"
+            :props="{ label: 'name', children: 'children' }"
+            highlight-current
+            default-expand-all
+            :expand-on-click-node="false"
+            @node-click="handleNodeClick"
+          >
+            <template #default="{ data }">
+              <span class="tree-node">
+                <el-icon class="tree-node-icon"><Folder /></el-icon>
+                <span class="tree-node-label" :title="data.name">{{ data.name }}</span>
+                <span v-if="data.doc_count > 0" class="tree-node-count">{{ data.doc_count }}</span>
+              </span>
+            </template>
+          </el-tree>
+        </el-scrollbar>
+      </aside>
+
+      <!-- 右侧：当前文件夹内容与文档列表 -->
+      <section class="docs-main">
+        <div class="tab-toolbar">
+          <div class="current-folder">
+            <el-icon><FolderOpened /></el-icon>
+            <span class="current-folder-name" :title="currentFolderLabel">
+              {{ currentFolderLabel }}
+            </span>
+          </div>
+          <div class="toolbar-actions">
+            <el-button
+              size="small"
+              :icon="FolderDelete"
+              :disabled="!isSubFolder"
+              @click="handleDeleteFolder"
+              >删除文件夹</el-button
+            >
+            <el-upload
+              :show-file-list="false"
+              :http-request="handleUpload"
+              :disabled="uploading"
+              multiple
+            >
+              <el-button type="primary" size="small" :icon="Upload" :loading="uploading">
+                上传项目文档
+              </el-button>
+            </el-upload>
+            <el-button size="small" :icon="Refresh" :disabled="loading" @click="reload">刷新</el-button>
+          </div>
+        </div>
+
+        <el-table :data="list" v-loading="loading" stripe border size="small">
+          <el-table-column label="文件名" min-width="150" show-overflow-tooltip>
+            <template #default="{ row }">
+              <a :href="row.file_url" target="_blank" class="file-link">
+                {{ row.file_name || row.title || "-" }}
+              </a>
+            </template>
+          </el-table-column>
+          <el-table-column label="类型" width="64" align="center">
+            <template #default="{ row }">
+              <el-tag size="small" effect="plain">{{ docTypeText(row.doc_type) }}</el-tag>
+            </template>
+          </el-table-column>
+          <el-table-column label="所在文件夹" min-width="88" show-overflow-tooltip>
+            <template #default="{ row }">{{ row.folder_name || projectName || "-" }}</template>
+          </el-table-column>
+          <el-table-column label="大小" min-width="72" align="right">
+            <template #default="{ row }">{{ formatFileSize(row.size) }}</template>
+          </el-table-column>
+          <el-table-column prop="creator_name" label="上传人" min-width="70" show-overflow-tooltip />
+          <el-table-column label="上传时间" min-width="132">
+            <template #default="{ row }">{{ formatDateTime(row.create_time) }}</template>
+          </el-table-column>
+          <el-table-column label="操作" width="64" align="center">
+            <template #default="{ row }">
+              <el-button link type="danger" size="small" @click="handleDelete(row)">删除</el-button>
+            </template>
+          </el-table-column>
+          <template #empty><el-empty description="暂无项目文档" :image-size="60" /></template>
+        </el-table>
+      </section>
+    </div>
+  </div>
+</template>
+
+<script setup>
+import { computed, nextTick, ref } from "vue";
+import { ElMessage, ElMessageBox } from "element-plus";
+import {
+  Upload,
+  Refresh,
+  FolderAdd,
+  FolderDelete,
+  Folder,
+  FolderOpened,
+} from "@element-plus/icons-vue";
+import {
+  getProjectDocs,
+  uploadProjectDoc,
+  deleteProjectDoc,
+  createProjectDocFolder,
+  deleteProjectDocFolder,
+} from "@/api/crmPipeline";
+import { uploadFile } from "@/api/file";
+import { formatDateTime } from "../../dict";
+
+const props = defineProps({
+  // 项目ID
+  projectId: { type: [Number, String], default: null },
+  // 项目名称（用于提示文案与文件夹名兜底）
+  projectName: { type: String, default: "" },
+});
+const emit = defineEmits(["count"]);
+
+// 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
+const DOC_TYPE_TEXT = {
+  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",
+};
+
+const loading = ref(false);
+const uploading = ref(false);
+const pending = ref(0);
+const list = ref([]);
+// 项目文件夹树（根为项目文件夹，子节点为项目内新建的文件夹＝文档库子分类）
+const folderTree = ref([]);
+// 项目根文件夹分类ID
+const rootId = ref(0);
+// 当前选中的文件夹（默认为项目根文件夹＝项目名称；同时作为上传/新建的目标位置）
+const selectedFolder = ref(null);
+const treeRef = ref(null);
+
+// 选中的是否为「项目内子文件夹」（项目根文件夹不可删除）
+const isSubFolder = computed(
+  () => !!selectedFolder.value && selectedFolder.value !== rootId.value
+);
+const currentFolderName = computed(() => {
+  if (!selectedFolder.value) return "项目根文件夹";
+  return findFolder(folderTree.value, selectedFolder.value)?.name || "项目根文件夹";
+});
+// 右侧标题：当前浏览的文件夹
+const currentFolderLabel = computed(() => {
+  if (selectedFolder.value === rootId.value) {
+    return props.projectName || "项目根文件夹";
+  }
+  return findFolder(folderTree.value, selectedFolder.value)?.name || "项目根文件夹";
+});
+
+function findFolder(nodes, id) {
+  for (const node of nodes || []) {
+    if (node.id === id) return node;
+    const hit = findFolder(node.children, id);
+    if (hit) return hit;
+  }
+  return null;
+}
+
+/** 左侧树节点点击：切换筛选文件夹 */
+function handleNodeClick(data) {
+  if (!data.id || data.id === selectedFolder.value) return;
+  selectedFolder.value = data.id;
+  reload();
+}
+
+/** 同步左侧树的高亮节点 */
+function syncTreeHighlight() {
+  nextTick(() => {
+    treeRef.value?.setCurrentKey(selectedFolder.value || rootId.value);
+  });
+}
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.projectId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = { page: 1, pageSize: 200 };
+    if (selectedFolder.value) params.category_id = selectedFolder.value;
+    const res = await getProjectDocs(props.projectId, params);
+    const data = res?.data || {};
+    rootId.value = data.category_id || 0;
+    list.value = data.list || [];
+    folderTree.value = data.folders || [];
+    // 兜底：默认选中项目根文件夹（项目名称）；选中的文件夹已被删除时回到根
+    if (!selectedFolder.value || !findFolder(folderTree.value, selectedFolder.value)) {
+      selectedFolder.value = rootId.value;
+    }
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  syncTreeHighlight();
+  emit("count", list.value.length);
+}
+
+function extOf(name) {
+  const n = String(name || "");
+  const i = n.lastIndexOf(".");
+  return i > -1 ? n.slice(i + 1).toLowerCase() : "";
+}
+
+function docTypeText(type) {
+  return DOC_TYPE_TEXT[Number(type)] || "其他";
+}
+
+function formatFileSize(size) {
+  const n = Number(size) || 0;
+  if (!n) return "-";
+  if (n < 1024) return `${n} B`;
+  if (n < 1024 * 1024) return `${(n / 1024).toFixed(1)} KB`;
+  return `${(n / 1024 / 1024).toFixed(2)} MB`;
+}
+
+/** 新建文件夹：在选中文件夹（缺省为项目根文件夹）下创建子文件夹，同步为文档库分类 */
+async function handleCreateFolder() {
+  if (!rootId.value) {
+    ElMessage.warning("项目文件夹尚未就绪，请刷新后重试");
+    return;
+  }
+  try {
+    const { value } = await ElMessageBox.prompt(
+      `将在「${currentFolderName.value}」下创建子文件夹（同步到文档库分类）`,
+      "新建文件夹",
+      {
+        confirmButtonText: "创建",
+        cancelButtonText: "取消",
+        inputPlaceholder: "请输入文件夹名称",
+        inputValidator: (v) => (String(v || "").trim() ? true : "文件夹名称不能为空"),
+      }
+    );
+    const name = String(value || "").trim();
+    const res = await createProjectDocFolder(props.projectId, {
+      name,
+      parent_id: selectedFolder.value || rootId.value,
+    });
+    if (res?.code !== 200) throw new Error(res?.msg || "创建失败");
+    ElMessage.success(`文件夹「${name}」已创建并同步到文档库`);
+    // 新建后定位到新文件夹（reload 返回的树中查找同名新建项）
+    const created = res?.data?.id;
+    if (created) selectedFolder.value = Number(created);
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e?.message || "创建失败");
+  }
+}
+
+/** 删除文件夹：仅限项目内子文件夹，且需为空（无子文件夹、无文档） */
+async function handleDeleteFolder() {
+  if (!isSubFolder.value) return;
+  const name = findFolder(folderTree.value, selectedFolder.value)?.name || "该文件夹";
+  try {
+    await ElMessageBox.confirm(
+      `确定删除文件夹「${name}」吗？需为空文件夹（无子文件夹、无文档），文档库中同步删除。`,
+      "删除确认",
+      { type: "warning" }
+    );
+    const res = await deleteProjectDocFolder(props.projectId, {
+      folder_id: selectedFolder.value,
+    });
+    if (res?.code !== 200) throw new Error(res?.msg || "删除失败");
+    ElMessage.success("文件夹已删除");
+    selectedFolder.value = null;
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e?.message || "删除失败");
+  }
+}
+
+/**
+ * 上传项目文档：文件先经 /backend/uploadfile 落地，
+ * 再经项目接口同步写入文档库「当前选中的文件夹」（缺省为项目根文件夹）。
+ */
+async function handleUpload(options) {
+  const file = options.file;
+  if (!file || !props.projectId) return;
+  const targetFolder = selectedFolder.value || rootId.value || 0;
+  pending.value += 1;
+  uploading.value = true;
+  try {
+    const fd = new FormData();
+    fd.append("file", file);
+    const upRes = await uploadFile(fd);
+    // 秒传命中时返回 code=201，同样携带 url/id/name
+    if (upRes?.code !== 200 && upRes?.code !== 201) {
+      throw new Error(upRes?.msg || "上传失败");
+    }
+    const data = upRes?.data || {};
+    const name = data.name || file.name;
+    const res = await uploadProjectDoc(props.projectId, {
+      file_id: data.id || 0,
+      file_name: name,
+      file_url: data.url || "",
+      file_size: file.size || 0,
+      ext: extOf(name),
+      category_id: targetFolder,
+    });
+    if (res?.code !== 200) {
+      throw new Error(res?.msg || "同步文档库失败");
+    }
+    ElMessage.success(`「${file.name}」已上传到「${currentFolderName.value}」并同步到文档库`);
+  } catch (e) {
+    ElMessage.error(`「${file.name}」${e?.message || "上传失败"}`);
+  } finally {
+    pending.value -= 1;
+    uploading.value = pending.value > 0;
+    if (pending.value === 0) reload();
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm(
+      `确定删除文档「${row.file_name || row.title}」吗？文档库中的文件将一并删除。`,
+      "删除确认",
+      { type: "warning" }
+    );
+    const res = await deleteProjectDoc(props.projectId, { doc_id: row.id });
+    if (res?.code !== 200) throw new Error(res?.msg || "删除失败");
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e?.message || "删除失败");
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.docs-layout {
+  display: flex;
+  align-items: stretch;
+  gap: 10px;
+  width: 100%;
+  min-width: 0;
+}
+
+/* 左侧：文件夹分类树 */
+.docs-side {
+  width: 190px;
+  flex-shrink: 0;
+  display: flex;
+  flex-direction: column;
+  border: 1px solid var(--el-border-color-lighter);
+  border-radius: 6px;
+  background: var(--el-fill-color-extra-light);
+  overflow: hidden;
+
+  .side-header {
+    display: flex;
+    align-items: center;
+    justify-content: space-between;
+    padding: 7px 10px;
+    border-bottom: 1px solid var(--el-border-color-lighter);
+    background: var(--el-fill-color-light);
+
+    .side-title {
+      display: inline-flex;
+      align-items: center;
+      gap: 4px;
+      font-size: 13px;
+      font-weight: 600;
+      color: var(--el-text-color-primary);
+
+      .el-icon {
+        color: var(--el-color-warning);
+      }
+    }
+  }
+
+  .side-tree {
+    flex: 1;
+    max-height: 420px;
+
+    :deep(.el-tree) {
+      background: transparent;
+      padding: 6px 4px;
+      --el-tree-node-content-height: 28px;
+      font-size: 13px;
+    }
+  }
+}
+
+.tree-node {
+  display: flex;
+  align-items: center;
+  gap: 4px;
+  width: 100%;
+  min-width: 0;
+  padding-right: 4px;
+
+  .tree-node-icon {
+    flex-shrink: 0;
+    color: var(--el-color-warning);
+  }
+
+  .tree-node-label {
+    flex: 1;
+    min-width: 0;
+    overflow: hidden;
+    text-overflow: ellipsis;
+    white-space: nowrap;
+  }
+
+  .tree-node-count {
+    flex-shrink: 0;
+    min-width: 16px;
+    padding: 0 5px;
+    border-radius: 8px;
+    background: var(--el-fill-color);
+    color: var(--el-text-color-secondary);
+    font-size: 11px;
+    line-height: 16px;
+    text-align: center;
+  }
+}
+
+/* 右侧：文档列表 */
+.docs-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+}
+
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  flex-wrap: wrap;
+  gap: 8px;
+  margin-bottom: 8px;
+
+  .current-folder {
+    display: inline-flex;
+    align-items: center;
+    gap: 6px;
+    min-width: 0;
+    font-size: 13px;
+    font-weight: 600;
+    color: var(--el-text-color-primary);
+
+    .el-icon {
+      flex-shrink: 0;
+      color: var(--el-color-warning);
+    }
+
+    .current-folder-name {
+      overflow: hidden;
+      text-overflow: ellipsis;
+      white-space: nowrap;
+    }
+  }
+
+  .toolbar-actions {
+    display: inline-flex;
+    align-items: center;
+    gap: 8px;
+    flex-shrink: 0;
+  }
+}
+
+.file-link {
+  color: var(--el-color-primary);
+  text-decoration: none;
+
+  &:hover {
+    text-decoration: underline;
+  }
+}
+</style>

backend/src/views/apps/crm/project/components/detail_follow.vue

@@ -0,0 +1,315 @@
+<template>
+  <div class="detail-follow">
+    <div class="tab-toolbar">
+      <el-button type="primary" size="small" :icon="Plus" @click="openEdit(null)">新增回访</el-button>
+    </div>
+    <el-table :data="list" v-loading="loading" stripe border size="small">
+      <el-table-column label="回访时间" min-width="132">
+        <template #default="{ row }">{{ formatDateTime(row.follow_time) }}</template>
+      </el-table-column>
+      <el-table-column label="阶段" min-width="58" align="center">
+        <template #default="{ row }">
+          <el-tag size="small" effect="plain" :type="pipelineStageTag(row.stage || row.related_type)">
+            {{ pipelineStageText(row.stage || row.related_type) }}
+          </el-tag>
+        </template>
+      </el-table-column>
+      <el-table-column label="方式" min-width="58" align="center">
+        <template #default="{ row }">{{ followTypeText(row.follow_type) }}</template>
+      </el-table-column>
+      <el-table-column label="回访内容" min-width="150">
+        <template #default="{ row }">
+          <div class="follow-content" v-html="row._textHtml"></div>
+          <div v-if="row._images && row._images.length" class="follow-images">
+            <div
+              v-for="(url, idx) in row._images"
+              :key="idx"
+              class="follow-image"
+              @click="openPreview(row._images, idx)"
+            >
+              <img :src="url" alt="" />
+            </div>
+          </div>
+        </template>
+      </el-table-column>
+      <el-table-column label="下次联系" min-width="132">
+        <template #default="{ row }">{{ formatDateTime(row.next_contact_time) }}</template>
+      </el-table-column>
+      <el-table-column prop="owner_user_name" label="回访人" min-width="70" show-overflow-tooltip />
+      <el-table-column label="操作" width="96" align="center">
+        <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="暂无跟进记录" :image-size="60" /></template>
+    </el-table>
+
+    <!-- 回访编辑 -->
+    <el-dialog v-model="dialog" :title="form.id ? '编辑回访' : '新增回访'" width="520px" append-to-body>
+      <el-form :model="form" label-width="90px">
+        <el-form-item label="回访阶段">
+          <el-select v-model="form.stage" style="width: 100%">
+            <el-option
+              v-for="i in PIPELINE_RELATED_TYPE_OPTIONS"
+              :key="i.value"
+              :label="i.label"
+              :value="i.value"
+            />
+          </el-select>
+          <div style="font-size: 12px; color: var(--el-text-color-secondary); line-height: 1.4; margin-top: 2px">
+            按该次沟通实际发生的阶段记录，默认当前阶段
+          </div>
+        </el-form-item>
+        <el-form-item label="回访方式">
+          <el-select v-model="form.follow_type" style="width: 100%">
+            <el-option v-for="i in FOLLOW_TYPE_OPTIONS" :key="i.value" :label="i.label" :value="i.value" />
+          </el-select>
+        </el-form-item>
+        <el-form-item label="回访时间">
+          <el-date-picker
+            v-model="form.follow_time"
+            type="datetime"
+            value-format="YYYY-MM-DD HH:mm:ss"
+            style="width: 100%"
+          />
+        </el-form-item>
+        <el-form-item label="回访内容" required>
+          <RichContentEditor
+            v-model="form.content"
+            :min-height="120"
+            placeholder="请输入回访内容，可粘贴或上传图片"
+          />
+        </el-form-item>
+        <el-form-item label="下次联系">
+          <el-date-picker
+            v-model="form.next_contact_time"
+            type="datetime"
+            value-format="YYYY-MM-DD HH:mm:ss"
+            style="width: 100%"
+          />
+        </el-form-item>
+      </el-form>
+      <template #footer>
+        <el-button @click="dialog = false">取消</el-button>
+        <el-button type="primary" :loading="saving" @click="handleSave">保存</el-button>
+      </template>
+    </el-dialog>
+
+    <!-- 跟进记录图片放大预览 -->
+    <el-image-viewer
+      v-if="previewVisible"
+      :url-list="previewUrls"
+      :initial-index="previewIndex"
+      :z-index="5000"
+      @close="previewVisible = false"
+    />
+  </div>
+</template>
+
+<script setup>
+import { ref, reactive } from "vue";
+import { ElMessage, ElMessageBox, ElImageViewer } from "element-plus";
+import { Plus } from "@element-plus/icons-vue";
+import { getFollowList, addFollow, updateFollow, deleteFollow } from "@/api/crmPipeline";
+import RichContentEditor from "../../components/RichContentEditor.vue";
+import {
+  followTypeText,
+  FOLLOW_TYPE_OPTIONS,
+  PIPELINE_RELATED_TYPE_OPTIONS,
+  pipelineStageText,
+  pipelineStageTag,
+  formatDateTime,
+} from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 3 },
+  // 关联对象名称（新增回访时冗余记录）
+  relatedName: { type: String, default: "" },
+  // 是否累积展示上游链路的回访记录
+  includeSource: { type: Boolean, default: false },
+});
+const emit = defineEmits(["count", "saved"]);
+
+const loading = ref(false);
+const saving = ref(false);
+const list = ref([]);
+const dialog = ref(false);
+
+// 图片预览
+const previewVisible = ref(false);
+const previewUrls = ref([]);
+const previewIndex = ref(0);
+
+/** 拆分富文本：文本 HTML + 图片地址数组（图片单独用统一小方块展示） */
+function splitFollowContent(html) {
+  const urls = [];
+  const textHtml = String(html || "").replace(/<img[^>]*src=["']([^"']+)["'][^>]*>/gi, (m, src) => {
+    if (src) urls.push(src);
+    return "";
+  });
+  return { textHtml, urls };
+}
+
+/** 点击图片方块 → 放大预览（支持同一条记录内多图切换） */
+function openPreview(urls, index) {
+  if (!urls || !urls.length) return;
+  previewUrls.value = urls;
+  previewIndex.value = index < 0 ? 0 : index;
+  previewVisible.value = true;
+}
+
+const defaultForm = () => ({
+  id: null,
+  // 所属阶段：1线索/2商机/3项目，默认取当前详情页所在阶段
+  stage: null,
+  follow_type: "1",
+  follow_time: "",
+  content: "",
+  next_contact_time: "",
+});
+const form = reactive(defaultForm());
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    emit("count", 0);
+    return;
+  }
+  loading.value = true;
+  try {
+    const params = {
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+      pageSize: 100,
+    };
+    if (props.includeSource) params.include_source = 1;
+    const res = await getFollowList(params);
+    const rows = res?.data?.list || [];
+    list.value = rows.map((row) => {
+      const { textHtml, urls } = splitFollowContent(row.content);
+      return { ...row, _textHtml: textHtml, _images: urls };
+    });
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+  emit("count", list.value.length);
+}
+
+function openEdit(row) {
+  Object.assign(form, defaultForm());
+  if (row) {
+    Object.assign(form, row);
+    // 编辑：默认保留记录原本的阶段，可手动修正
+    form.stage = row.stage || row.related_type || props.relatedType;
+  } else {
+    // 新增：默认取当前详情页所在阶段（线索/商机/项目）
+    form.stage = props.relatedType;
+  }
+  dialog.value = true;
+}
+
+async function handleSave() {
+  const plainText = String(form.content || "")
+    .replace(/<[^>]*>/g, "")
+    .replace(/&nbsp;/g, " ")
+    .trim();
+  if (!plainText && !/<img/i.test(form.content || "")) {
+    ElMessage.warning("请输入回访内容");
+    return;
+  }
+  saving.value = true;
+  try {
+    if (form.id) {
+      // 编辑：同步提交修正后的阶段（后端仅在传入合法阶段时更新）
+      await updateFollow({ ...form, stage: form.stage || undefined });
+    } else {
+      await addFollow({
+        ...form,
+        related_type: props.relatedType,
+        related_id: props.relatedId,
+        related_name: props.relatedName,
+        stage: form.stage || props.relatedType,
+      });
+    }
+    ElMessage.success("保存成功");
+    dialog.value = false;
+    reload();
+    emit("saved");
+  } catch (e) {
+    ElMessage.error(e.message || "保存失败");
+  } finally {
+    saving.value = false;
+  }
+}
+
+async function handleDelete(row) {
+  try {
+    await ElMessageBox.confirm("确定删除该回访记录吗？", "删除确认", { type: "warning" });
+    await deleteFollow({ id: row.id });
+    ElMessage.success("删除成功");
+    reload();
+  } catch (e) {
+    if (e !== "cancel") ElMessage.error(e.message || "删除失败");
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.tab-toolbar {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  margin-bottom: 12px;
+}
+
+.follow-content {
+  word-break: break-word;
+
+  :deep(img) {
+    width: 60px;
+    height: 60px;
+    object-fit: cover;
+    border-radius: 4px;
+    cursor: zoom-in;
+    vertical-align: middle;
+    margin: 2px 6px 2px 0;
+  }
+}
+
+.follow-images {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px;
+  margin-top: 4px;
+
+  .follow-image {
+    width: 60px;
+    height: 60px;
+    border-radius: 4px;
+    overflow: hidden;
+    cursor: zoom-in;
+    border: 1px solid var(--el-border-color-lighter);
+    background: var(--el-fill-color-light);
+
+    img {
+      width: 100%;
+      height: 100%;
+      object-fit: cover;
+      display: block;
+    }
+
+    &:hover {
+      border-color: var(--el-color-primary);
+    }
+  }
+}
+</style>

backend/src/views/apps/crm/project/components/detail_log.vue

@@ -0,0 +1,63 @@
+<template>
+  <el-timeline v-loading="loading">
+    <el-timeline-item
+      v-for="log in list"
+      :key="log.id"
+      :timestamp="formatDateTime(log.create_time)"
+      placement="top"
+    >
+      <div class="log-item">
+        <span class="log-user">{{ log.operator_name || "系统" }}</span>
+        <span>{{ log.content || log.action }}</span>
+      </div>
+    </el-timeline-item>
+    <el-empty v-if="!list.length && !loading" description="暂无操作日志" :image-size="60" />
+  </el-timeline>
+</template>
+
+<script setup>
+import { ref } from "vue";
+import { getCrmOperateLogs } from "@/api/crmPipeline";
+import { formatDateTime } from "../../dict";
+
+const props = defineProps({
+  // 关联对象ID
+  relatedId: { type: [Number, String], default: null },
+  // 关联类型：1=线索 2=商机 3=项目
+  relatedType: { type: Number, default: 3 },
+});
+
+const loading = ref(false);
+const list = ref([]);
+
+/** 供父组件（detail.vue）在抽屉打开时调用 */
+async function reload() {
+  if (!props.relatedId) {
+    list.value = [];
+    return;
+  }
+  loading.value = true;
+  try {
+    const res = await getCrmOperateLogs({
+      related_type: props.relatedType,
+      related_id: props.relatedId,
+    });
+    list.value = res?.data?.list || [];
+  } catch (e) {
+    list.value = [];
+  } finally {
+    loading.value = false;
+  }
+}
+
+defineExpose({ reload });
+</script>
+
+<style lang="less" scoped>
+.log-item {
+  .log-user {
+    font-weight: 600;
+    margin-right: 8px;
+  }
+}
+</style>

backend/src/views/apps/crm/project/index.vue

@@ -66,7 +66,7 @@
         </el-table-column>
         <el-table-column label="操作" width="210" align="center" fixed="right">
           <template #default="{ row }">
-            <el-button
+            <!-- <el-button
               link
               type="primary"
               size="small"
@@ -74,7 +74,7 @@
               @click="openContactBook(row)"
             >
               通讯录
-            </el-button>
+            </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>
@@ -105,27 +105,7 @@
       :company-name="contactBookCompanyName"
     />
 
-    <el-dialog v-model="detailVisible" :title="currentRow?.project_name || '项目详情'" width="720px">
+    <ProjectDetail v-model:visible="detailVisible" :project="currentRow" @refresh="fetchList" />
-      <el-descriptions v-if="currentRow" :column="2" border size="small">
-        <el-descriptions-item label="项目名称" :span="2">{{ currentRow.project_name }}</el-descriptions-item>
-        <el-descriptions-item label="项目编号">{{ currentRow.project_no || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="客户名称">{{ currentRow.customer_name || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="项目金额">{{ formatMoney(currentRow.amount) }}</el-descriptions-item>
-        <el-descriptions-item label="项目状态">
-          <el-tag :type="projectStatusTag(currentRow.status)" size="small">
-            {{ projectStatusText(currentRow.status) }}
-          </el-tag>
-        </el-descriptions-item>
-        <el-descriptions-item label="开始日期">{{ formatDateOnly(currentRow.start_date) }}</el-descriptions-item>
-        <el-descriptions-item label="结束日期">{{ formatDateOnly(currentRow.end_date) }}</el-descriptions-item>
-        <el-descriptions-item label="负责人">{{ currentRow.owner_user_name || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="对接人">{{ currentRow.contact_person || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="对接人职位">{{ currentRow.contact_position || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="对接人手机">{{ currentRow.contact_phone || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="项目地址" :span="2">{{ currentRow.address || "-" }}</el-descriptions-item>
-        <el-descriptions-item label="备注" :span="2">{{ currentRow.remark || "-" }}</el-descriptions-item>
-      </el-descriptions>
-    </el-dialog>
   </div>
 </template>
 
@@ -135,6 +115,7 @@ import { ElMessage, ElMessageBox } from "element-plus";
 import { Plus, Search, Refresh } from "@element-plus/icons-vue";
 import { getProjectList, deleteProject } from "@/api/crmPipeline";
 import ProjectEdit from "./components/edit.vue";
+import ProjectDetail from "./components/detail.vue";
 import ContactBook from "../../erp/components/contactBook.vue";
 import {
   PROJECT_STATUS_OPTIONS,

go/controllers/backend_crm_business.go

@@ -88,8 +88,10 @@ func (c *BackendCrmBusinessController) List() {
 	total, _ := qs.Count()
 	var list []models.TenantCrmBusiness
 	if total > 0 {
-		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+		// 未转化的排前面，已转化的（locked=1）沉到列表下方
+		_, _ = qs.OrderBy("locked", "-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
 	}
+	attachClueName(tenantID, list)
 	pipelineOk(&c.Controller, map[string]interface{}{
 		"list": list, "total": total, "page": page, "pageSize": pageSize,
 	})
@@ -115,6 +117,9 @@ func (c *BackendCrmBusinessController) Detail() {
 		pipelineErr(&c.Controller, 404, 404, "商机未找到")
 		return
 	}
+	tmp := []models.TenantCrmBusiness{biz}
+	attachClueName(pipelineTenantID(claims), tmp)
+	biz.ClueName = tmp[0].ClueName
 	pipelineOk(&c.Controller, biz)
 }
 
@@ -159,7 +164,7 @@ func (c *BackendCrmBusinessController) Create() {
 	}
 
 	ownerID := firstNonEmpty(p.OwnerUserID, pipelineUID(claims))
-	ownerName := firstNonEmpty(p.OwnerUserName, claims.Username)
+	ownerName := firstNonEmpty(p.OwnerUserName, resolveUserName(claims))
 	stage := firstNonEmpty(p.Stage, "1")
 	level := firstNonEmpty(p.Level, "2")
 	now := time.Now()
@@ -301,6 +306,10 @@ func (c *BackendCrmBusinessController) Delete() {
 		pipelineErr(&c.Controller, 404, 404, "商机未找到")
 		return
 	}
+	if biz.Locked == 1 || biz.Status == 2 {
+		pipelineErr(&c.Controller, 400, 400, "商机已转化并锁定，不能删除")
+		return
+	}
 	if !canDeleteCrmRecord(claims, biz.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商机")
 		return

go/controllers/backend_crm_clue.go

@@ -86,7 +86,8 @@ func (c *BackendCrmClueController) List() {
 	total, _ := qs.Count()
 	var list []models.TenantCrmClue
 	if total > 0 {
-		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
+		// 未转化的排前面，已转化的（locked=1）沉到列表下方
+		_, _ = qs.OrderBy("locked", "-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
 	}
 	pipelineOk(&c.Controller, map[string]interface{}{
 		"list": list, "total": total, "page": page, "pageSize": pageSize,
@@ -145,7 +146,7 @@ func (c *BackendCrmClueController) Create() {
 		ownerID = pipelineUID(claims)
 	}
 	if ownerName == "" {
-		ownerName = claims.Username
+		ownerName = resolveUserName(claims)
 	}
 	level := strings.TrimSpace(p.ClueLevel)
 	if level == "" {
@@ -271,6 +272,10 @@ func (c *BackendCrmClueController) Delete() {
 		pipelineErr(&c.Controller, 404, 404, "线索未找到")
 		return
 	}
+	if clue.Locked == 1 || clue.Status == 2 {
+		pipelineErr(&c.Controller, 400, 400, "线索已转化并锁定，不能删除")
+		return
+	}
 	if !canDeleteCrmRecord(claims, clue.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线索")
 		return

go/controllers/backend_crm_pipeline_common.go

@@ -7,10 +7,28 @@ import (
 
 	"server/models"
 	"server/pkg/jwtutil"
+	"server/services"
 
 	beego "github.com/beego/beego/v2/server/web"
 )
 
+// resolveUserName 按租户 + 用户ID 解析用户显示名（优先真实姓名，退化到账号，最后退化到登录名）。
+// 注意：JWT 里的 Username 是登录账号，直接存会导致前端"负责人"显示成账号。
+func resolveUserName(claims *jwtutil.Claims) string {
+	if claims == nil {
+		return ""
+	}
+	tid := uint64(claims.TenantId)
+	account, name := services.OperationLogUser(&tid, uint64(claims.UserID))
+	if strings.TrimSpace(name) != "" {
+		return strings.TrimSpace(name)
+	}
+	if strings.TrimSpace(account) != "" {
+		return strings.TrimSpace(account)
+	}
+	return claims.Username
+}
+
 // CRM 业务管线（线索/商机/项目/回访）公共辅助方法。
 // related_type 约定：1=线索 2=商机 3=项目
 
@@ -98,7 +116,7 @@ func crmWriteLog(tenantID string, relatedType int8, relatedID uint64, action, co
 	operatorID, operatorName := "", ""
 	if claims != nil {
 		operatorID = pipelineUID(claims)
-		operatorName = claims.Username
+		operatorName = resolveUserName(claims)
 	}
 	log := models.TenantCrmOperateLog{
 		TenantID:     tenantID,
@@ -245,3 +263,117 @@ func syncContactsToCompany(tenantID string, customerID uint64, contacts []models
 	}
 	return inserted, merged
 }
+
+// relatedRef 关联对象引用（related_type + related_id）
+type relatedRef struct {
+	Type int8
+	ID   uint64
+}
+
+// relatedChain 返回详情页需要展示的关联链路（上游 + 自身），顺序：线索 → 商机 → 项目。
+//   线索 → [线索]
+//   商机 → [线索, 商机]
+//   项目 → [线索, 商机, 项目]
+// 过程数据（联系人 / 跟进记录 / 附件）只存在创建时的对象上、不做搬迁，
+// 由上层按链路累积查询，从而在商机里能看到线索阶段的数据，在项目里能看到全部阶段的数据。
+func relatedChain(tenantID string, relatedType int8, relatedID uint64) []relatedRef {
+	if models.Orm == nil || relatedID == 0 {
+		return []relatedRef{{Type: relatedType, ID: relatedID}}
+	}
+	refs := make([]relatedRef, 0, 3)
+	switch relatedType {
+	case 2: // 商机：来源线索 + 自身
+		var biz models.TenantCrmBusiness
+		if err := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+			Filter("id", relatedID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&biz); err == nil {
+			if biz.ClueID != nil && *biz.ClueID > 0 {
+				refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
+			}
+		}
+		refs = append(refs, relatedRef{Type: 2, ID: relatedID})
+	case 3: // 项目：来源商机 + 商机的来源线索 + 自身
+		var proj models.TenantCrmProject
+		if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
+			Filter("id", relatedID).Filter("tenant_id", tenantID).
+			Filter("delete_time__isnull", true).One(&proj); err == nil {
+			if proj.BusinessID != nil && *proj.BusinessID > 0 {
+				var biz models.TenantCrmBusiness
+				if err2 := models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+					Filter("id", *proj.BusinessID).Filter("tenant_id", tenantID).
+					Filter("delete_time__isnull", true).One(&biz); err2 == nil {
+					if biz.ClueID != nil && *biz.ClueID > 0 {
+						refs = append(refs, relatedRef{Type: 1, ID: *biz.ClueID})
+					}
+					refs = append(refs, relatedRef{Type: 2, ID: biz.ID})
+				}
+			}
+		}
+		refs = append(refs, relatedRef{Type: 3, ID: relatedID})
+	default: // 线索：仅自身
+		refs = append(refs, relatedRef{Type: relatedType, ID: relatedID})
+	}
+	return refs
+}
+
+// attachBusinessName 批量填充项目的「来源商机名称」（非表字段，仅用于展示）。
+func attachBusinessName(tenantID string, list []models.TenantCrmProject) {
+	ids := make([]uint64, 0, len(list))
+	seen := map[uint64]bool{}
+	for _, p := range list {
+		if p.BusinessID != nil && *p.BusinessID > 0 && !seen[*p.BusinessID] {
+			seen[*p.BusinessID] = true
+			ids = append(ids, *p.BusinessID)
+		}
+	}
+	if len(ids) == 0 {
+		return
+	}
+	var rows []models.TenantCrmBusiness
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmBusiness)).
+		Filter("tenant_id", tenantID).
+		Filter("id__in", ids).
+		Filter("delete_time__isnull", true).
+		All(&rows)
+	nameMap := make(map[uint64]string, len(rows))
+	for _, r := range rows {
+		nameMap[r.ID] = r.BusinessName
+	}
+	for i := range list {
+		if list[i].BusinessID != nil {
+			list[i].BusinessName = nameMap[*list[i].BusinessID]
+		}
+	}
+}
+
+// attachClueName 批量填充商机的「来源线索名称」（非表字段，仅用于展示）。
+func attachClueName(tenantID string, list []models.TenantCrmBusiness) {
+	ids := make([]uint64, 0, len(list))
+	seen := map[uint64]bool{}
+	for _, b := range list {
+		if b.ClueID != nil && *b.ClueID > 0 && !seen[*b.ClueID] {
+			seen[*b.ClueID] = true
+			ids = append(ids, *b.ClueID)
+		}
+	}
+	if len(ids) == 0 {
+		return
+	}
+	var rows []models.TenantCrmClue
+	_, _ = models.Orm.QueryTable(new(models.TenantCrmClue)).
+		Filter("tenant_id", tenantID).
+		Filter("id__in", ids).
+		Filter("delete_time__isnull", true).
+		All(&rows)
+	nameMap := make(map[uint64]string, len(rows))
+	for _, r := range rows {
+		nameMap[r.ID] = r.ClueName
+	}
+	for i := range list {
+		if list[i].ClueID != nil {
+			list[i].ClueName = nameMap[*list[i].ClueID]
+		}
+	}
+}
+
+

go/controllers/backend_crm_pool.go

@@ -201,7 +201,7 @@ func (c *BackendCrmPoolController) Claim() {
 			continue
 		}
 		cust.OwnerUserID = uid
-		cust.OwnerUserName = claims.Username
+		cust.OwnerUserName = resolveUserName(claims)
 		cust.InPool = 0
 		cust.PoolInTime = nil
 		cust.PoolReason = ""

go/controllers/backend_crm_project.go

@@ -3,11 +3,14 @@ package controllers
 import (
 	"encoding/json"
 	"io"
+	"path/filepath"
 	"strconv"
 	"strings"
 	"time"
 
 	"server/models"
+	"server/pkg/jwtutil"
+	"server/services"
 
 	"github.com/beego/beego/v2/client/orm"
 	beego "github.com/beego/beego/v2/server/web"
@@ -78,6 +81,7 @@ func (c *BackendCrmProjectController) List() {
 	if total > 0 {
 		_, _ = qs.OrderBy("-id").Offset((page - 1) * pageSize).Limit(pageSize).All(&list)
 	}
+	attachBusinessName(tenantID, list)
 	pipelineOk(&c.Controller, map[string]interface{}{
 		"list": list, "total": total, "page": page, "pageSize": pageSize,
 	})
@@ -103,6 +107,15 @@ func (c *BackendCrmProjectController) Detail() {
 		pipelineErr(&c.Controller, 404, 404, "项目未找到")
 		return
 	}
+	tmp := []models.TenantCrmProject{proj}
+	attachBusinessName(pipelineTenantID(claims), tmp)
+	proj.BusinessName = tmp[0].BusinessName
+	// 存量项目兜底：确保文档库「共享文档 / 项目文档」下已建立同名文件夹（失败静默，不影响详情）
+	if proj.DocCategoryID == 0 {
+		if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, 0); err == nil && cid > 0 {
+			proj.DocCategoryID = cid
+		}
+	}
 	pipelineOk(&c.Controller, proj)
 }
 
@@ -149,7 +162,7 @@ func (c *BackendCrmProjectController) Create() {
 		CustomerID:    custIDVal,
 		CustomerName:  customerName,
 		OwnerUserID:   firstNonEmpty(p.OwnerUserID, pipelineUID(claims)),
-		OwnerUserName: firstNonEmpty(p.OwnerUserName, claims.Username),
+		OwnerUserName: firstNonEmpty(p.OwnerUserName, resolveUserName(claims)),
 		Industry:      strings.TrimSpace(p.Industry),
 		Amount:        p.Amount,
 		Status:        status,
@@ -169,8 +182,12 @@ func (c *BackendCrmProjectController) Create() {
 		pipelineErr(&c.Controller, 500, 500, "创建失败: "+err.Error())
 		return
 	}
+	// 项目建立后，同步在文档库「共享文档 / 项目文档」下建立同名文件夹（失败不影响项目创建）
+	if cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, uint64(id), proj.ProjectName, 0); err == nil {
+		proj.DocCategoryID = cid
+	}
 	crmWriteLog(tenantID, 3, uint64(id), "create", "创建项目："+proj.ProjectName, claims)
-	pipelineOk(&c.Controller, map[string]interface{}{"id": id})
+	pipelineOk(&c.Controller, map[string]interface{}{"id": id, "doc_category_id": proj.DocCategoryID})
 }
 
 // Update PUT /backend/crm/project/:id
@@ -242,6 +259,10 @@ func (c *BackendCrmProjectController) Update() {
 		pipelineErr(&c.Controller, 500, 500, "更新失败: "+err.Error())
 		return
 	}
+	// 项目改名时同步重命名文档库中的项目文件夹（失败静默，不影响项目更新）
+	if proj.DocCategoryID > 0 {
+		_ = services.RenameCrmProjectDocCategory(claims.TenantId, proj.DocCategoryID, proj.ProjectName)
+	}
 	crmWriteLog(tenantID, 3, proj.ID, "update", "更新项目："+proj.ProjectName, claims)
 	pipelineOk(&c.Controller, map[string]interface{}{"id": proj.ID})
 }
@@ -280,3 +301,341 @@ func (c *BackendCrmProjectController) Delete() {
 	}
 	pipelineOk(&c.Controller, nil)
 }
+
+// ========================== 项目文档（OA 文档库绑定） ==========================
+
+// projectDocItem 项目文档条目：文档库文档 + 所在文件夹名称。
+type projectDocItem struct {
+	models.OaDoc
+	FolderName string `json:"folder_name"`
+}
+
+// projectDocContext 解析项目并确保其在文档库「共享文档 / 项目文档」下的同名文件夹存在。
+// 存量项目（doc_category_id=0）在首次访问项目文档时自动补建，保证历史项目也能在文档库中看到。
+// 失败时已写出错误响应，返回 ok=false。
+func (c *BackendCrmProjectController) projectDocContext(claims *jwtutil.Claims) (*models.TenantCrmProject, uint64, bool) {
+	id, _ := strconv.ParseUint(c.Ctx.Input.Param(":id"), 10, 64)
+	if id == 0 {
+		pipelineErr(&c.Controller, 400, 400, "无效的ID")
+		return nil, 0, false
+	}
+	var proj models.TenantCrmProject
+	if err := models.Orm.QueryTable(new(models.TenantCrmProject)).
+		Filter("id", id).Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("delete_time__isnull", true).One(&proj); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "项目未找到")
+		return nil, 0, false
+	}
+	cid, err := services.EnsureCrmProjectDocCategory(claims.TenantId, proj.ID, proj.ProjectName, proj.DocCategoryID)
+	if err != nil || cid == 0 {
+		pipelineErr(&c.Controller, 500, 500, "项目文档文件夹准备失败")
+		return nil, 0, false
+	}
+	proj.DocCategoryID = cid
+	return &proj, cid, true
+}
+
+// DocList GET /backend/crm/project/:id/docs
+// 项目文档列表：读取文档库中该项目文件夹（含子文件夹）下的全部文档，与文档库内容实时一致。
+func (c *BackendCrmProjectController) DocList() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	page, _ := c.GetInt("page", 1)
+	pageSize, _ := c.GetInt("pageSize", 20)
+	if page < 1 {
+		page = 1
+	}
+	if pageSize < 1 || pageSize > 200 {
+		pageSize = 20
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	// 可选按文件夹筛选（含其子文件夹）；不属于项目文件夹的参数回落到项目根，避免越权查询
+	filterCategory := cid
+	if v, _ := c.GetUint64("category_id"); v > 0 && services.CrmProjectDocCategoryInScope(actor, cid, v) {
+		filterCategory = v
+	}
+	list, total, err := services.OaDocList(actor, services.OaDocListParams{
+		Actor:      actor,
+		Scope:      models.DocScopeShared,
+		Keyword:    strings.TrimSpace(c.GetString("keyword")),
+		CategoryID: filterCategory,
+		Status:     -1,
+		DocType:    -1,
+		Star:       -1,
+		Page:       page,
+		PageSize:   pageSize,
+	})
+	if err != nil {
+		pipelineErr(&c.Controller, 500, 500, "查询失败: "+err.Error())
+		return
+	}
+	// 附带所在文件夹名称（项目文件夹本身或其中子分类）
+	nameMap := services.CrmProjectDocCategoryNameMap(claims.TenantId)
+	items := make([]projectDocItem, 0, len(list))
+	for _, d := range list {
+		folder := nameMap[d.CategoryID]
+		if folder == "" {
+			folder = proj.ProjectName
+		}
+		items = append(items, projectDocItem{OaDoc: d, FolderName: folder})
+	}
+	// 项目文件夹树（根为项目文件夹），供前端选择/新建子文件夹
+	folders, err := services.CrmProjectDocFolderTree(actor, cid)
+	if err != nil {
+		folders = []*services.ProjectDocFolder{}
+	}
+	pipelineOk(&c.Controller, map[string]interface{}{
+		"category_id":   cid,
+		"category_name": proj.ProjectName,
+		"folders":       folders,
+		"list":          items,
+		"total":         total,
+		"page":          page,
+		"pageSize":      pageSize,
+	})
+}
+
+// DocUpload POST /backend/crm/project/:id/doc-upload
+// 上传项目文档：文件先经 POST /backend/uploadfile 上传，再调用本接口把元数据写入文档库项目文件夹，
+// 同时同步登记一条 CRM 附件，保证项目「附件」链路同样可见。
+func (c *BackendCrmProjectController) DocUpload() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		FileID     uint64 `json:"file_id"`
+		FileName   string `json:"file_name"`
+		FileURL    string `json:"file_url"`
+		FileSize   int64  `json:"file_size"`
+		Ext        string `json:"ext"`
+		Title      string `json:"title"`
+		Summary    string `json:"summary"`
+		CategoryID uint64 `json:"category_id"` // 目标文件夹，0=项目根文件夹
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	fileName := strings.TrimSpace(p.FileName)
+	fileURL := strings.TrimSpace(p.FileURL)
+	if fileName == "" || fileURL == "" {
+		pipelineErr(&c.Controller, 400, 400, "文件信息不完整")
+		return
+	}
+	ext := strings.ToLower(strings.TrimPrefix(strings.TrimSpace(p.Ext), "."))
+	if ext == "" {
+		ext = strings.ToLower(strings.TrimPrefix(filepath.Ext(fileName), "."))
+	}
+	var size uint64
+	if p.FileSize > 0 {
+		size = uint64(p.FileSize)
+	}
+	operatorName := resolveUserName(claims)
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	// 目标文件夹：默认项目根文件夹；指定时必须在项目文件夹内
+	targetCategory := cid
+	if p.CategoryID > 0 {
+		if !services.CrmProjectDocCategoryInScope(actor, cid, p.CategoryID) {
+			pipelineErr(&c.Controller, 403, 403, "只能上传到项目自己的文件夹内")
+			return
+		}
+		targetCategory = p.CategoryID
+	}
+	doc, err := services.OaDocCreate(actor, operatorName, services.OaDocSaveParams{
+		SetCategory:   true,
+		CategoryID:    targetCategory,
+		SetVisibility: true,
+		Visibility:    models.DocVisibilityPublic,
+		Title:         strings.TrimSpace(p.Title),
+		FileID:        p.FileID,
+		FileURL:       fileURL,
+		FileName:      fileName,
+		Ext:           ext,
+		Size:          size,
+		Summary:       strings.TrimSpace(p.Summary),
+		Status:        models.DocStatusPublish,
+		OwnerID:       uint64(claims.UserID),
+		OwnerName:     operatorName,
+	})
+	if err != nil {
+		pipelineErr(&c.Controller, 400, 400, "同步文档库失败: "+err.Error())
+		return
+	}
+	// 同步登记 CRM 附件（失败不影响文档库结果）
+	now := time.Now()
+	var fileIDPtr *uint64
+	if doc.FileID > 0 {
+		fid := doc.FileID
+		fileIDPtr = &fid
+	}
+	_, _ = models.Orm.Insert(&models.TenantCrmAttach{
+		TenantID:     pipelineTenantID(claims),
+		RelatedType:  3,
+		RelatedID:    proj.ID,
+		FileID:       fileIDPtr,
+		FileName:     doc.FileName,
+		FileURL:      doc.FileURL,
+		FileSize:     int64(doc.Size),
+		UploaderID:   pipelineUID(claims),
+		UploaderName: operatorName,
+		CreateTime:   now,
+		UpdateTime:   now,
+	})
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "上传项目文档："+doc.Title, claims)
+	pipelineOk(&c.Controller, doc)
+}
+
+// DocDelete POST /backend/crm/project/:id/doc-delete
+// 删除项目文档：同步软删文档库文档与对应的 CRM 附件记录。
+func (c *BackendCrmProjectController) DocDelete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		DocID uint64 `json:"doc_id"`
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil || p.DocID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	doc, err := services.OaDocGet(actor, p.DocID)
+	if err != nil {
+		pipelineErr(&c.Controller, 404, 404, "文档不存在")
+		return
+	}
+	// 仅允许删除本项目文件夹（含子文件夹）内的文档
+	if !services.CrmProjectDocCategoryInScope(actor, cid, doc.CategoryID) {
+		pipelineErr(&c.Controller, 403, 403, "该文档不属于当前项目")
+		return
+	}
+	if _, err := services.OaDocDelete(actor, []uint64{doc.ID}); err != nil {
+		pipelineErr(&c.Controller, 400, 400, err.Error())
+		return
+	}
+	// 同步软删 CRM 附件记录（按文件ID匹配，缺失时按文件名+地址匹配）
+	now := time.Now()
+	q := models.Orm.QueryTable(new(models.TenantCrmAttach)).
+		Filter("tenant_id", pipelineTenantID(claims)).
+		Filter("related_type", 3).
+		Filter("related_id", proj.ID).
+		Filter("delete_time__isnull", true)
+	if doc.FileID > 0 {
+		q = q.Filter("file_id", doc.FileID)
+	} else {
+		q = q.Filter("file_name", doc.FileName).Filter("file_url", doc.FileURL)
+	}
+	_, _ = q.Update(map[string]interface{}{"delete_time": now, "update_time": now})
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc", "删除项目文档："+doc.Title, claims)
+	pipelineOk(&c.Controller, nil)
+}
+
+// DocFolderCreate POST /backend/crm/project/:id/doc-folder
+// 在项目文件夹下新建子文件夹（对应文档库中的文档分类），用于分类存放项目文档。
+// parent_id 缺省时建在项目根文件夹下；只允许在项目自己的文件夹树内创建。
+func (c *BackendCrmProjectController) DocFolderCreate() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		Name     string `json:"name"`
+		ParentID uint64 `json:"parent_id"`
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	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, "请输入文件夹名称")
+		return
+	}
+	parentID := p.ParentID
+	if parentID == 0 {
+		parentID = cid
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	if !services.CrmProjectDocCategoryInScope(actor, cid, parentID) {
+		pipelineErr(&c.Controller, 403, 403, "只能在项目文件夹内创建子文件夹")
+		return
+	}
+	item, err := services.OaDocCategoryCreate(actor, models.DocScopeShared, parentID, name, "项目文档："+proj.ProjectName, 0)
+	if err != nil {
+		pipelineErr(&c.Controller, 400, 400, err.Error())
+		return
+	}
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "新建项目文档文件夹："+item.Name, claims)
+	pipelineOk(&c.Controller, item)
+}
+
+// DocFolderDelete POST /backend/crm/project/:id/doc-folder-delete
+// 删除项目内的子文件夹（需为空：无子文件夹、无文档）；项目根文件夹不可删除。
+func (c *BackendCrmProjectController) DocFolderDelete() {
+	claims, err := pipelineClaims(&c.Controller)
+	if err != nil {
+		pipelineErr(&c.Controller, 401, 401, err.Error())
+		return
+	}
+	proj, cid, ok := c.projectDocContext(claims)
+	if !ok {
+		return
+	}
+	var p struct {
+		FolderID uint64 `json:"folder_id"`
+	}
+	raw, _ := io.ReadAll(c.Ctx.Request.Body)
+	if err := json.Unmarshal(raw, &p); err != nil || p.FolderID == 0 {
+		pipelineErr(&c.Controller, 400, 400, "参数错误")
+		return
+	}
+	if p.FolderID == cid {
+		pipelineErr(&c.Controller, 400, 400, "项目根文件夹不可删除")
+		return
+	}
+	actor := services.NewOaDocActor(claims.TenantId, uint64(claims.UserID))
+	if !services.CrmProjectDocCategoryInScope(actor, cid, p.FolderID) {
+		pipelineErr(&c.Controller, 403, 403, "该文件夹不属于当前项目")
+		return
+	}
+	var folder models.OaDocCategory
+	if err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("tid", claims.TenantId).Filter("id", p.FolderID).
+		Filter("is_deleted", 0).One(&folder); err != nil {
+		pipelineErr(&c.Controller, 404, 404, "文件夹不存在")
+		return
+	}
+	if err := services.OaDocCategoryDelete(actor, p.FolderID); err != nil {
+		pipelineErr(&c.Controller, 400, 400, err.Error())
+		return
+	}
+	crmWriteLog(pipelineTenantID(claims), 3, proj.ID, "doc-folder", "删除项目文档文件夹："+folder.Name, claims)
+	pipelineOk(&c.Controller, nil)
+}

go/controllers/backend_crm_support.go

@@ -3,6 +3,8 @@ package controllers
 import (
 	"encoding/json"
 	"io"
+	"sort"
+	"strconv"
 	"strings"
 	"time"
 
@@ -39,6 +41,39 @@ func (c *BackendCrmFollowController) List() {
 	relatedID := strings.TrimSpace(c.GetString("related_id"))
 	followType := strings.TrimSpace(c.GetString("follow_type"))
 	keyword := strings.TrimSpace(c.GetString("keyword"))
+	includeSource := strings.TrimSpace(c.GetString("include_source")) == "1"
+
+	// 详情页链路模式（include_source=1）：按 线索→商机→项目 累积返回上游 + 自身的数据
+	if includeSource && relatedType != "" && relatedID != "" && relatedID != "0" {
+		rid, _ := strconv.ParseUint(relatedID, 10, 64)
+		rt, _ := strconv.Atoi(relatedType)
+		refs := relatedChain(tenantID, int8(rt), rid)
+		var merged []models.TenantCrmFollow
+		for _, r := range refs {
+			var rows []models.TenantCrmFollow
+			sub := orm.NewCondition().
+				And("tenant_id", tenantID).
+				And("delete_time__isnull", true).
+				And("related_type", r.Type).
+				And("related_id", r.ID)
+			_, _ = models.Orm.QueryTable(new(models.TenantCrmFollow)).SetCond(sub).All(&rows)
+			merged = append(merged, rows...)
+		}
+		sort.Slice(merged, func(i, j int) bool {
+			ti, tj := merged[i].FollowTime, merged[j].FollowTime
+			if ti != nil && tj != nil && !ti.Equal(*tj) {
+				return ti.After(*tj)
+			}
+			if (ti == nil) != (tj == nil) {
+				return ti != nil
+			}
+			return merged[i].ID > merged[j].ID
+		})
+		pipelineOk(&c.Controller, map[string]interface{}{
+			"list": merged, "total": len(merged), "page": 1, "pageSize": len(merged),
+		})
+		return
+	}
 
 	cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
 	if relatedType != "" {
@@ -72,6 +107,7 @@ type followPayload struct {
 	RelatedType     int8   `json:"related_type"`
 	RelatedID       uint64 `json:"related_id"`
 	RelatedName     string `json:"related_name"`
+	Stage           int8   `json:"stage"` // 创建阶段：不传时默认取 related_type
 	FollowType      string `json:"follow_type"`
 	FollowTime      string `json:"follow_time"`
 	Content         string `json:"content"`
@@ -106,17 +142,23 @@ func (c *BackendCrmFollowController) Add() {
 		followTime = &t
 	}
 	nextContact := parsePipelineDateTime(p.NextContactTime)
+	// 创建阶段：默认取当前关联类型（线索/商机/项目）
+	stage := p.Stage
+	if stage != 1 && stage != 2 && stage != 3 {
+		stage = p.RelatedType
+	}
 	row := models.TenantCrmFollow{
 		TenantID:        tenantID,
 		RelatedType:     p.RelatedType,
 		RelatedID:       p.RelatedID,
 		RelatedName:     strings.TrimSpace(p.RelatedName),
+		Stage:           stage,
 		FollowType:      firstNonEmpty(p.FollowType, "1"),
 		FollowTime:      followTime,
 		Content:         p.Content,
 		NextContactTime: nextContact,
 		OwnerUserID:     pipelineUID(claims),
-		OwnerUserName:   claims.Username,
+		OwnerUserName:   resolveUserName(claims),
 		CreateTime:      time.Now(),
 		UpdateTime:      time.Now(),
 	}
@@ -159,6 +201,11 @@ func (c *BackendCrmFollowController) Edit() {
 		return
 	}
 	row.FollowType = firstNonEmpty(p.FollowType, row.FollowType)
+	// 回访阶段（所属阶段）允许修正：仅在传入合法阶段（1线索/2商机/3项目）时更新，
+	// 保证"记录创建时所在阶段"可被纠正为沟通实际发生的阶段。
+	if p.Stage == 1 || p.Stage == 2 || p.Stage == 3 {
+		row.Stage = p.Stage
+	}
 	if t := parsePipelineDateTime(p.FollowTime); t != nil {
 		row.FollowTime = t
 	}
@@ -237,17 +284,35 @@ func (c *BackendCrmAttachController) List() {
 	}
 	relatedType := strings.TrimSpace(c.GetString("related_type"))
 	relatedID := strings.TrimSpace(c.GetString("related_id"))
-	cond := orm.NewCondition().
+	includeSource := strings.TrimSpace(c.GetString("include_source")) == "1"
-		And("tenant_id", pipelineTenantID(claims)).
+	tenantID := pipelineTenantID(claims)
-		And("delete_time__isnull", true)
+
-	if relatedType != "" {
-		cond = cond.And("related_type", relatedType)
-	}
-	if relatedID != "" {
-		cond = cond.And("related_id", relatedID)
-	}
 	var list []models.TenantCrmAttach
-	_, _ = models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(cond).OrderBy("-id").All(&list)
+	if includeSource && relatedType != "" && relatedID != "" && relatedID != "0" {
+		// 链路模式：线索 → 商机 → 项目 累积
+		rid, _ := strconv.ParseUint(relatedID, 10, 64)
+		rt, _ := strconv.Atoi(relatedType)
+		for _, r := range relatedChain(tenantID, int8(rt), rid) {
+			var rows []models.TenantCrmAttach
+			sub := orm.NewCondition().
+				And("tenant_id", tenantID).
+				And("delete_time__isnull", true).
+				And("related_type", r.Type).
+				And("related_id", r.ID)
+			_, _ = models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(sub).All(&rows)
+			list = append(list, rows...)
+		}
+		sort.Slice(list, func(i, j int) bool { return list[i].ID > list[j].ID })
+	} else {
+		cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+		if relatedType != "" {
+			cond = cond.And("related_type", relatedType)
+		}
+		if relatedID != "" {
+			cond = cond.And("related_id", relatedID)
+		}
+		_, _ = models.Orm.QueryTable(new(models.TenantCrmAttach)).SetCond(cond).OrderBy("-id").All(&list)
+	}
 	pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
 }
 
@@ -290,7 +355,7 @@ func (c *BackendCrmAttachController) Add() {
 		FileURL:      strings.TrimSpace(p.FileURL),
 		FileSize:     p.FileSize,
 		UploaderID:   pipelineUID(claims),
-		UploaderName: claims.Username,
+		UploaderName: resolveUserName(claims),
 		CreateTime:   time.Now(),
 		UpdateTime:   time.Now(),
 	}
@@ -350,18 +415,41 @@ func (c *BackendCrmEntityContactController) List() {
 	}
 	relatedType := strings.TrimSpace(c.GetString("related_type"))
 	relatedID := strings.TrimSpace(c.GetString("related_id"))
-	cond := orm.NewCondition().
+	includeSource := strings.TrimSpace(c.GetString("include_source")) == "1"
-		And("tenant_id", pipelineTenantID(claims)).
+	tenantID := pipelineTenantID(claims)
-		And("delete_time__isnull", true)
+
-	if relatedType != "" {
-		cond = cond.And("related_type", relatedType)
-	}
-	if relatedID != "" {
-		cond = cond.And("related_id", relatedID)
-	}
 	var list []models.TenantCrmEntityContact
-	_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).SetCond(cond).
+	if includeSource && relatedType != "" && relatedID != "" && relatedID != "0" {
-		OrderBy("-is_primary", "-id").All(&list)
+		// 链路模式：线索 → 商机 → 项目 累积
+		rid, _ := strconv.ParseUint(relatedID, 10, 64)
+		rt, _ := strconv.Atoi(relatedType)
+		for _, r := range relatedChain(tenantID, int8(rt), rid) {
+			var rows []models.TenantCrmEntityContact
+			sub := orm.NewCondition().
+				And("tenant_id", tenantID).
+				And("delete_time__isnull", true).
+				And("related_type", r.Type).
+				And("related_id", r.ID)
+			_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).SetCond(sub).All(&rows)
+			list = append(list, rows...)
+		}
+		sort.Slice(list, func(i, j int) bool {
+			if list[i].IsPrimary != list[j].IsPrimary {
+				return list[i].IsPrimary > list[j].IsPrimary
+			}
+			return list[i].ID > list[j].ID
+		})
+	} else {
+		cond := orm.NewCondition().And("tenant_id", tenantID).And("delete_time__isnull", true)
+		if relatedType != "" {
+			cond = cond.And("related_type", relatedType)
+		}
+		if relatedID != "" {
+			cond = cond.And("related_id", relatedID)
+		}
+		_, _ = models.Orm.QueryTable(new(models.TenantCrmEntityContact)).SetCond(cond).
+			OrderBy("-is_primary", "-id").All(&list)
+	}
 	pipelineOk(&c.Controller, map[string]interface{}{"list": list, "total": len(list)})
 }
 

go/controllers/backend_erp_customer.go

@@ -227,7 +227,7 @@ func (c *BackendErpCustomerController) Create() {
 		RegisteredAddress: strings.TrimSpace(p.RegisteredAddress),
 		RegisteredPhone:   strings.TrimSpace(p.RegisteredPhone),
 		OwnerUserID:       fmt.Sprintf("%d", claims.UserID),
-		OwnerUserName:     claims.Username,
+		OwnerUserName:     resolveUserName(claims),
 		CreateUserID:      fmt.Sprintf("%d", claims.UserID),
 		CreateTime:        time.Now(),
 		UpdateTime:        time.Now(),

go/models/init.go

@@ -141,6 +141,15 @@ func Init(_ string) {
 	EnsureTenantUserOrgColumn()
 	EnsureCrmCustomerPoolColumns()
 	EnsureCrmCreateUserColumn()
+	EnsureCrmProjectDocColumn()
+}
+
+// EnsureCrmProjectDocColumn 补齐项目表的文档库文件夹分类字段（项目文档绑定 OA 文档库）。
+// 表不存在或列已存在时忽略错误。
+func EnsureCrmProjectDocColumn() {
+	sql := "ALTER TABLE " + new(TenantCrmProject).TableName() +
+		" ADD COLUMN doc_category_id bigint unsigned NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID'"
+	_, _ = Orm.Raw(sql).Exec()
 }
 
 

go/models/tenant_crm_attach.go

@@ -2,7 +2,7 @@ package models
 
 import "time"
 
-// TenantCrmAttach 附件表: yz_tenant_crm_attach
+// TenantCrmAttach 附件表: yz_backend_crm_attach
 // related_type: 1线索 / 2商机 / 3项目
 type TenantCrmAttach struct {
 	ID           uint64     `orm:"column(id);pk;auto" json:"id"`
@@ -21,5 +21,5 @@ type TenantCrmAttach struct {
 }
 
 func (m *TenantCrmAttach) TableName() string {
-	return "yz_tenant_crm_attach"
+	return "yz_backend_crm_attach"
 }

go/models/tenant_crm_business.go

@@ -2,12 +2,13 @@ package models
 
 import "time"
 
-// TenantCrmBusiness 商机表: yz_tenant_crm_business
+// TenantCrmBusiness 商机表: yz_backend_crm_business
 type TenantCrmBusiness struct {
 	ID              uint64     `orm:"column(id);pk;auto" json:"id"`
 	TenantID        string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
 	BusinessName    string     `orm:"column(business_name);size(100)" json:"business_name"` // 商机名称
 	ClueID          *uint64    `orm:"column(clue_id);null" json:"clue_id"`                  // 来源线索ID
+	ClueName        string     `orm:"-" json:"clue_name"`                                    // 来源线索名称（非表字段，查询时填充）
 	CustomerID      *uint64    `orm:"column(customer_id);null" json:"customer_id"`          // 正式客户ID
 	CustomerName    string     `orm:"column(customer_name);size(100)" json:"customer_name"`
 	Source          string     `orm:"column(source);size(50)" json:"source"`
@@ -37,5 +38,5 @@ type TenantCrmBusiness struct {
 }
 
 func (m *TenantCrmBusiness) TableName() string {
-	return "yz_tenant_crm_business"
+	return "yz_backend_crm_business"
 }

go/models/tenant_crm_clue.go

@@ -2,7 +2,7 @@ package models
 
 import "time"
 
-// TenantCrmClue 线索表: yz_tenant_crm_clue
+// TenantCrmClue 线索表: yz_backend_crm_clue
 // 线索阶段的「客户名称」不关联客户管理，转化商机时才落地为正式客户。
 type TenantCrmClue struct {
 	ID              uint64     `orm:"column(id);pk;auto" json:"id"`
@@ -33,5 +33,5 @@ type TenantCrmClue struct {
 }
 
 func (m *TenantCrmClue) TableName() string {
-	return "yz_tenant_crm_clue"
+	return "yz_backend_crm_clue"
 }

go/models/tenant_crm_entity_contact.go

@@ -2,7 +2,7 @@ package models
 
 import "time"
 
-// TenantCrmEntityContact 联系人表: yz_tenant_crm_entity_contact
+// TenantCrmEntityContact 联系人表: yz_backend_crm_entity_contact
 // related_type: 1线索 / 2商机 / 3项目
 type TenantCrmEntityContact struct {
 	ID          uint64     `orm:"column(id);pk;auto" json:"id"`
@@ -23,5 +23,5 @@ type TenantCrmEntityContact struct {
 }
 
 func (m *TenantCrmEntityContact) TableName() string {
-	return "yz_tenant_crm_entity_contact"
+	return "yz_backend_crm_entity_contact"
 }

go/models/tenant_crm_follow.go

@@ -2,7 +2,7 @@ package models
 
 import "time"
 
-// TenantCrmFollow 回访/跟进记录表: yz_tenant_crm_follow
+// TenantCrmFollow 回访/跟进记录表: yz_backend_crm_follow
 // related_type: 1线索 / 2商机 / 3项目
 type TenantCrmFollow struct {
 	ID              uint64     `orm:"column(id);pk;auto" json:"id"`
@@ -10,6 +10,7 @@ type TenantCrmFollow struct {
 	RelatedType     int8       `orm:"column(related_type)" json:"related_type"`
 	RelatedID       uint64     `orm:"column(related_id)" json:"related_id"`
 	RelatedName     string     `orm:"column(related_name);size(100)" json:"related_name"`
+	Stage           int8       `orm:"column(stage);default(1)" json:"stage"` // 创建阶段：1线索/2商机/3项目
 	FollowType      string     `orm:"column(follow_type);size(20);default(1)" json:"follow_type"` // 回访方式
 	FollowTime      *time.Time `orm:"column(follow_time);type(datetime);null" json:"follow_time"`
 	Content         string     `orm:"column(content);type(text);null" json:"content"`
@@ -22,5 +23,5 @@ type TenantCrmFollow struct {
 }
 
 func (m *TenantCrmFollow) TableName() string {
-	return "yz_tenant_crm_follow"
+	return "yz_backend_crm_follow"
 }

go/models/tenant_crm_operate_log.go

@@ -2,7 +2,7 @@ package models
 
 import "time"
 
-// TenantCrmOperateLog 操作日志表: yz_tenant_crm_operate_log
+// TenantCrmOperateLog 操作日志表: yz_backend_crm_operate_log
 // related_type: 1线索 / 2商机 / 3项目
 type TenantCrmOperateLog struct {
 	ID           uint64    `orm:"column(id);pk;auto" json:"id"`
@@ -17,5 +17,5 @@ type TenantCrmOperateLog struct {
 }
 
 func (m *TenantCrmOperateLog) TableName() string {
-	return "yz_tenant_crm_operate_log"
+	return "yz_backend_crm_operate_log"
 }

go/models/tenant_crm_project.go

@@ -2,13 +2,14 @@ package models
 
 import "time"
 
-// TenantCrmProject 项目表: yz_tenant_crm_project
+// TenantCrmProject 项目表: yz_backend_crm_project
 type TenantCrmProject struct {
 	ID            uint64     `orm:"column(id);pk;auto" json:"id"`
 	TenantID      string     `orm:"column(tenant_id);size(64)" json:"tenant_id"`
 	ProjectName   string     `orm:"column(project_name);size(100)" json:"project_name"` // 项目名称
 	ProjectNo     string     `orm:"column(project_no);size(50)" json:"project_no"`      // 项目编号
 	BusinessID    *uint64    `orm:"column(business_id);null" json:"business_id"`        // 来源商机ID
+	BusinessName  string     `orm:"-" json:"business_name"`                              // 来源商机名称（非表字段，查询时填充）
 	CustomerID    *uint64    `orm:"column(customer_id);null" json:"customer_id"`
 	CustomerName  string     `orm:"column(customer_name);size(100)" json:"customer_name"`
 	OwnerUserID   string     `orm:"column(owner_user_id);size(64)" json:"owner_user_id"`
@@ -23,6 +24,9 @@ type TenantCrmProject struct {
 	ContactPhone  string     `orm:"column(contact_phone);size(20)" json:"contact_phone"`
 	Address       string     `orm:"column(address);size(255)" json:"address"`
 	Remark        string     `orm:"column(remark);type(text);null" json:"remark"`
+	// DocCategoryID 项目在 OA 文档库的文件夹分类ID：
+	// 指向 yz_backend_oa_doc_category 中「共享文档 / 项目文档 / {项目名称}」这条记录（0 表示尚未建立）。
+	DocCategoryID uint64     `orm:"column(doc_category_id);default(0)" json:"doc_category_id"`
 	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"`
@@ -30,5 +34,5 @@ type TenantCrmProject struct {
 }
 
 func (m *TenantCrmProject) TableName() string {
-	return "yz_tenant_crm_project"
+	return "yz_backend_crm_project"
 }

go/routers/backend/backend.go

@@ -401,6 +401,13 @@ func registerOrganizationRoutes(module string) {
 	beego.Router("/backend/crm/project", &controllers.BackendCrmProjectController{}, "post:Create")
 	beego.Router("/backend/crm/project/:id", &controllers.BackendCrmProjectController{}, "get:Detail;put:Update;delete:Delete")
 
+	// 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")
+	beego.Router("/backend/crm/project/:id/doc-delete", &controllers.BackendCrmProjectController{}, "post:DocDelete")
+	beego.Router("/backend/crm/project/:id/doc-folder", &controllers.BackendCrmProjectController{}, "post:DocFolderCreate")
+	beego.Router("/backend/crm/project/:id/doc-folder-delete", &controllers.BackendCrmProjectController{}, "post:DocFolderDelete")
+
 	// 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")

go/services/crm_project_doc.go

@@ -0,0 +1,271 @@
+package services
+
+import (
+	"strconv"
+	"strings"
+	"time"
+
+	"server/models"
+
+	"github.com/beego/beego/v2/client/orm"
+)
+
+// 项目文档（CRM 项目 ↔ OA 文档库）绑定业务逻辑。
+//
+// 约定：每个项目在文档库「共享文档 / 项目文档」下拥有一个与项目同名的文件夹，
+// 项目管理侧负责调用与文件上传，文件统一写入文档库（yz_backend_oa_doc），
+// 文档库侧负责浏览、图谱与共享。项目表用 doc_category_id 记住自己文件夹的分类ID，
+// 项目改名时同步重命名文件夹；存量项目在首次访问项目文档时自动补建。
+
+// EnsureCrmProjectDocCategory 确保项目在文档库「共享文档 / 项目文档」下拥有同名文件夹，返回文件夹分类ID。
+//
+// 兼容存量项目：项目上的分类ID为空（0）或指向已删除分类时自动补建，并回写项目表；
+// 若「项目文档」下已有同名且未被其它项目占用的文件夹则复用，避免重复建目录。
+// 失败时返回 error（由调用方决定是否阻断，建议静默忽略，不影响项目主流程）。
+func EnsureCrmProjectDocCategory(tid int, projectID uint64, projectName string, currentCategoryID uint64) (uint64, error) {
+	if models.Orm == nil || tid <= 0 {
+		return 0, nil
+	}
+	projectName = strings.TrimSpace(projectName)
+	if projectName == "" {
+		return 0, nil
+	}
+
+	models.EnsureOaDocumentTables()
+	models.EnsureOaDocDefaultCategories(tid)
+
+	// 1. 已绑定且分类仍有效：直接返回
+	if currentCategoryID > 0 {
+		n, err := models.Orm.QueryTable(new(models.OaDocCategory)).
+			Filter("tid", tid).
+			Filter("id", currentCategoryID).
+			Filter("is_deleted", 0).Count()
+		if err == nil && n > 0 {
+			return currentCategoryID, nil
+		}
+	}
+
+	// 2. 定位「项目文档」内置分类（首次访问时已由 EnsureOaDocDefaultCategories 补建）
+	rootID, err := crmProjectDocRootCategory(tid)
+	if err != nil {
+		return 0, err
+	}
+
+	// 3. 复用「项目文档」下同名且未被其它项目占用的文件夹（同名项目共存时各用各的）
+	var sameName []models.OaDocCategory
+	if _, err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("tid", tid).
+		Filter("parent_id", rootID).
+		Filter("scope", models.DocScopeShared).
+		Filter("user_id", 0).
+		Filter("name", projectName).
+		Filter("is_deleted", 0).
+		OrderBy("id").All(&sameName); err != nil && err != orm.ErrNoRows {
+		return 0, err
+	}
+	for _, c := range sameName {
+		bound, err := crmProjectDocCategoryBound(tid, c.ID, projectID)
+		if err != nil {
+			return 0, err
+		}
+		if !bound {
+			return c.ID, crmProjectDocBindCategory(tid, projectID, c.ID)
+		}
+	}
+
+	// 4. 新建项目同名文件夹
+	item := &models.OaDocCategory{
+		Tid:       tid,
+		UserID:    0,
+		ParentID:  rootID,
+		Name:      projectName,
+		Remark:    "项目文档：" + projectName,
+		Sort:      0,
+		IsSystem:  models.DocCategoryNormal,
+		Scope:     models.DocScopeShared,
+		IsDeleted: 0,
+	}
+	id, err := models.Orm.Insert(item)
+	if err != nil {
+		return 0, err
+	}
+	categoryID := uint64(id)
+	return categoryID, crmProjectDocBindCategory(tid, projectID, categoryID)
+}
+
+// RenameCrmProjectDocCategory 项目改名时同步重命名文档库中的项目文件夹（失败由调用方处理）。
+func RenameCrmProjectDocCategory(tid int, categoryID uint64, newName string) error {
+	newName = strings.TrimSpace(newName)
+	if models.Orm == nil || tid <= 0 || categoryID == 0 || newName == "" {
+		return nil
+	}
+	var item models.OaDocCategory
+	if err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("tid", tid).Filter("id", categoryID).
+		Filter("is_deleted", 0).One(&item); err != nil {
+		return ErrDocCategoryNotFound
+	}
+	if item.Name == newName {
+		return nil
+	}
+	now := time.Now()
+	_, err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("id", categoryID).Filter("tid", tid).
+		Update(orm.Params{"name": newName, "update_time": now})
+	return err
+}
+
+// CrmProjectDocCategoryNameMap 返回租户内未删除分类的 ID -> 名称映射（项目文档列表展示文件夹名用）。
+func CrmProjectDocCategoryNameMap(tid int) map[uint64]string {
+	result := make(map[uint64]string)
+	if models.Orm == nil || tid <= 0 {
+		return result
+	}
+	var list []models.OaDocCategory
+	if _, err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("tid", tid).Filter("is_deleted", 0).All(&list); err != nil && err != orm.ErrNoRows {
+		return result
+	}
+	for _, c := range list {
+		result[c.ID] = c.Name
+	}
+	return result
+}
+
+// CrmProjectDocCategoryInScope 判断分类是否位于项目文件夹内（含项目文件夹自身）。
+// 用于约束项目侧的文件夹创建、文件上传与删除只能在项目自己的目录下操作。
+func CrmProjectDocCategoryInScope(a OaDocActor, rootID, categoryID uint64) bool {
+	if rootID == 0 || categoryID == 0 {
+		return false
+	}
+	if categoryID == rootID {
+		return true
+	}
+	children, err := OaDocCategoryDescendants(a, rootID)
+	if err != nil {
+		return false
+	}
+	for _, id := range children {
+		if id == categoryID {
+			return true
+		}
+	}
+	return false
+}
+
+// ProjectDocFolder 项目文档文件夹树节点（含该文件夹直接挂载的文档数量）。
+type ProjectDocFolder struct {
+	ID       uint64              `json:"id"`
+	ParentID uint64              `json:"parent_id"`
+	Name     string              `json:"name"`
+	DocCount int64               `json:"doc_count"`
+	Children []*ProjectDocFolder `json:"children"`
+}
+
+// CrmProjectDocFolderTree 构建项目文件夹树（根为项目文件夹，含全部子孙文件夹）。
+// 「项目文档」下的同名文件夹即项目根，用户在项目内新建的文件夹为其子分类。
+func CrmProjectDocFolderTree(a OaDocActor, rootID uint64) ([]*ProjectDocFolder, error) {
+	models.EnsureOaDocumentTables()
+	empty := []*ProjectDocFolder{}
+	if rootID == 0 {
+		return empty, nil
+	}
+	var list []models.OaDocCategory
+	if _, err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("tid", a.Tid).Filter("is_deleted", 0).OrderBy("id").All(&list); err != nil && err != orm.ErrNoRows {
+		return nil, err
+	}
+	nodes := make(map[uint64]*ProjectDocFolder, len(list))
+	for i := range list {
+		// 项目文件夹属于共享空间（scope=shared、user_id=0）
+		if list[i].Scope != models.DocScopeShared || list[i].UserID != 0 {
+			continue
+		}
+		nodes[list[i].ID] = &ProjectDocFolder{
+			ID:       list[i].ID,
+			ParentID: list[i].ParentID,
+			Name:     list[i].Name,
+			Children: []*ProjectDocFolder{},
+		}
+	}
+	root, ok := nodes[rootID]
+	if !ok {
+		return empty, nil
+	}
+	// 按 id 顺序挂接父子关系；只有能与根连通的节点才会出现在项目子树中
+	for i := range list {
+		node, ok := nodes[list[i].ID]
+		if !ok || node.ID == rootID {
+			continue
+		}
+		if parent, ok := nodes[list[i].ParentID]; ok {
+			parent.Children = append(parent.Children, node)
+		}
+	}
+	// 附带各文件夹直接挂载的文档数量（仅展示用，不汇总子孙）
+	if counts, err := OaDocCountByCategory(a, models.DocScopeShared, -1); err == nil {
+		for id, cnt := range counts {
+			if n, ok := nodes[id]; ok {
+				n.DocCount = cnt
+			}
+		}
+	}
+	return []*ProjectDocFolder{root}, nil
+}
+
+// crmProjectDocRootCategory 查找租户「项目文档」内置分类；缺失时兜底重建（正常由文档库初始化保证存在）。
+func crmProjectDocRootCategory(tid int) (uint64, error) {
+	var root models.OaDocCategory
+	err := models.Orm.QueryTable(new(models.OaDocCategory)).
+		Filter("tid", tid).
+		Filter("scope", models.DocScopeShared).
+		Filter("is_system", models.DocCategorySystem).
+		Filter("is_deleted", 0).
+		OrderBy("id").One(&root)
+	if err == nil {
+		return root.ID, nil
+	}
+	id, insertErr := models.Orm.Insert(&models.OaDocCategory{
+		Tid:       tid,
+		UserID:    0,
+		ParentID:  0,
+		Name:      models.DocCategoryNameProject,
+		Sort:      0,
+		Remark:    "系统内置分类，不可删除",
+		IsSystem:  models.DocCategorySystem,
+		Scope:     models.DocScopeShared,
+		IsDeleted: 0,
+	})
+	if insertErr != nil {
+		return 0, insertErr
+	}
+	return uint64(id), nil
+}
+
+// crmProjectDocCategoryBound 判断分类是否已被同租户的其它项目占用（excludeProjectID 为当前项目）。
+func crmProjectDocCategoryBound(tid int, categoryID, excludeProjectID uint64) (bool, error) {
+	qs := models.Orm.QueryTable(new(models.TenantCrmProject)).
+		Filter("tenant_id", strconv.Itoa(tid)).
+		Filter("doc_category_id", categoryID).
+		Filter("delete_time__isnull", true)
+	if excludeProjectID > 0 {
+		qs = qs.Exclude("id", excludeProjectID)
+	}
+	n, err := qs.Count()
+	if err != nil {
+		return false, err
+	}
+	return n > 0, nil
+}
+
+// crmProjectDocBindCategory 回写项目与文档分类的绑定关系（projectID=0 时跳过）。
+func crmProjectDocBindCategory(tid int, projectID, categoryID uint64) error {
+	if projectID == 0 {
+		return nil
+	}
+	_, err := models.Orm.QueryTable(new(models.TenantCrmProject)).
+		Filter("id", projectID).
+		Filter("tenant_id", strconv.Itoa(tid)).
+		Update(orm.Params{"doc_category_id": categoryID, "update_time": time.Now()})
+	return err
+}

sql/alter_company_contact_unify.sql

@@ -9,7 +9,7 @@
 --        - 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_tenant_crm_entity_contact`（本脚本不动）。
+--   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：

sql/alter_crm_follow_add_stage.sql

@@ -0,0 +1,40 @@
+-- =============================================================================
+-- 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`;

sql/alter_crm_pipeline_add_contact_position.sql

@@ -1,13 +1,42 @@
--- 为 CRM 业务管线（线索/商机/项目）增加「对接人职位」字段 contact_position。
+-- =============================================================================
--- 若已执行过 yz_backend_crm_pipeline.sql（表已存在），执行本脚本即可；
+-- 为 CRM 业务管线（线索/商机/项目）增加「对接人职位」字段 contact_position
--- 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。
+--
--- 脚本可重复执行：列已存在时 MySQL 报 duplicate column，忽略即可。
+-- 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。
+-- =============================================================================
 
-ALTER TABLE `yz_tenant_crm_clue`
+SET NAMES utf8mb4;
-  ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
 
-ALTER TABLE `yz_tenant_crm_business`
+-- 1. 线索
-  ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
+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;
 
-ALTER TABLE `yz_tenant_crm_project`
+-- 2. 商机
-  ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
+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;

sql/alter_crm_project_add_doc_category.sql

@@ -0,0 +1,14 @@
+-- -----------------------------------------------------------------------------
+-- 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}）';

sql/alter_crm_rename_to_backend_prefix.sql

@@ -0,0 +1,69 @@
+-- =============================================================================
+-- 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;

sql/fix_crm_owner_user_name.sql

@@ -0,0 +1,102 @@
+-- =============================================================================
+-- 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`;

sql/yz_backend_crm_pipeline.sql

@@ -6,19 +6,19 @@
 --      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_tenant_crm_follow）与附件、联系人、操作日志均为通用多态表，
+--   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。
--- 可重复执行（DROP TABLE IF EXISTS）。
+-- ⚠️ 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;
-SET FOREIGN_KEY_CHECKS = 0;
 
 -- -----------------------------------------------------------------------------
 -- 线索表
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_clue`;
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_clue` (
-CREATE TABLE `yz_tenant_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',
@@ -55,8 +55,7 @@ CREATE TABLE `yz_tenant_crm_clue` (
 -- -----------------------------------------------------------------------------
 -- 商机表
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_business`;
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_business` (
-CREATE TABLE `yz_tenant_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',
@@ -100,8 +99,7 @@ CREATE TABLE `yz_tenant_crm_business` (
 -- -----------------------------------------------------------------------------
 -- 项目表
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_project`;
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_project` (
-CREATE TABLE `yz_tenant_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',
@@ -121,6 +119,7 @@ CREATE TABLE `yz_tenant_crm_project` (
   `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',
@@ -137,13 +136,13 @@ CREATE TABLE `yz_tenant_crm_project` (
 -- -----------------------------------------------------------------------------
 -- 回访/跟进记录表（贯穿线索、商机、项目）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_follow`;
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_follow` (
-CREATE TABLE `yz_tenant_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',
@@ -163,8 +162,7 @@ CREATE TABLE `yz_tenant_crm_follow` (
 -- -----------------------------------------------------------------------------
 -- 附件表（多态：线索/商机/项目的资料）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_attach`;
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_attach` (
-CREATE TABLE `yz_tenant_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',
@@ -187,8 +185,7 @@ CREATE TABLE `yz_tenant_crm_attach` (
 -- -----------------------------------------------------------------------------
 -- 联系人表（多态：线索/商机/项目的对接人列表）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_entity_contact`;
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_entity_contact` (
-CREATE TABLE `yz_tenant_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',
@@ -213,8 +210,7 @@ CREATE TABLE `yz_tenant_crm_entity_contact` (
 -- -----------------------------------------------------------------------------
 -- 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）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_operate_log`;
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_operate_log` (
-CREATE TABLE `yz_tenant_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',