feat(customer-lead): 实现完整客资管理系统及全民推荐功能

- 新增客资管理系统数据库变更脚本，扩展客资表及新增派单、推荐关系等多张表 - 实现客资派单、跟进、统计、导出等核心业务逻辑，支持多管理员配置 - 开发Java后端实体、参数、Mapper和服务，实现完整业务流程接口 - 提供客资管理相关REST API，涵盖分页查询、详情、状态更新、派单、跟进和统计等 - 新增全民推荐模块，支持匿名及注册用户报备推荐客户，并提供推荐记录管理 - 开发推荐人相关API接口，支持推荐码生成与查询，推荐确认及结算功能 - Vue后台新增客资管理页面，实现客资列表、派单、跟进、详情查看等功能 - 微信小程序端新增推荐客户页面，支持推荐记录展示和推荐状态跟踪 - 完善数据字典和部署说明，涵盖状态说明、来源类型和跟进方式 - 提出后续优化建议，包括权限细化、数据看板、消息通知以及推荐海报功能等
2026-04-14 11:57:09 +08:00
parent ad23922a7c
commit db5ca691d7
22 changed files with 2400 additions and 0 deletions
--- a/src/main/java/com/gxwebsoft/cms/controller/CustomerLeadController.java
+++ b/src/main/java/com/gxwebsoft/cms/controller/CustomerLeadController.java
@@ -0,0 +1,132 @@
+package com.gxwebsoft.cms.controller;
+
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import com.gxwebsoft.cms.param.LeadDispatchParam;
+import com.gxwebsoft.cms.param.LeadFollowParam;
+import com.gxwebsoft.cms.service.CustomerLeadService;
+import com.gxwebsoft.common.core.web.ApiResult;
+import com.gxwebsoft.common.core.web.BaseController;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.Parameter;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.web.bind.annotation.*;
+
+import java.util.List;
+import java.util.Map;
+
+/**
+ * 客资管理控制器
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Slf4j
+@RestController
+@RequestMapping("/customer/lead")
+@Tag(name = "客资管理", description = "客资管理相关接口")
+public class CustomerLeadController extends BaseController {
+
+    @Autowired
+    private CustomerLeadService customerLeadService;
+
+    @Operation(summary = "分页查询客资列表")
+    @GetMapping("/page")
+    @PreAuthorize("@pms.hasPermission('customer:lead:page') or @pms.hasPermission('customer:lead:view')")
+    public ApiResult<Map<String, Object>> getLeadPage(CustomerLeadParam param) {
+        return success(customerLeadService.getLeadPage(param));
+    }
+
+    @Operation(summary = "获取客资详情")
+    @GetMapping("/detail/{leadId}")
+    @PreAuthorize("@pms.hasPermission('customer:lead:detail') or @pms.hasPermission('customer:lead:view')")
+    public ApiResult<?> getLeadDetail(
+            @Parameter(description = "客资ID") @PathVariable Integer leadId) {
+        return success(customerLeadService.getLeadDetail(leadId));
+    }
+
+    @Operation(summary = "创建客资（管理员录入）")
+    @PostMapping("/create")
+    @PreAuthorize("@pms.hasPermission('customer:lead:create')")
+    public ApiResult<?> createLead(@RequestBody CustomerLeadParam param) {
+        return success(customerLeadService.createLead(param));
+    }
+
+    @Operation(summary = "更新客资信息")
+    @PutMapping("/update")
+    @PreAuthorize("@pms.hasPermission('customer:lead:update')")
+    public ApiResult<?> updateLead(@RequestBody CustomerLeadParam param) {
+        return success(customerLeadService.updateLead(param));
+    }
+
+    @Operation(summary = "更新客资状态")
+    @PutMapping("/status/{leadId}")
+    @PreAuthorize("@pms.hasPermission('customer:lead:status')")
+    public ApiResult<?> updateLeadStatus(
+            @Parameter(description = "客资ID") @PathVariable Integer leadId,
+            @Parameter(description = "状态") @RequestParam Integer status,
+            @Parameter(description = "备注") @RequestParam(required = false) String remarks) {
+        return success(customerLeadService.updateLeadStatus(leadId, status, remarks));
+    }
+
+    @Operation(summary = "派单给业务员")
+    @PostMapping("/dispatch")
+    @PreAuthorize("@pms.hasPermission('customer:lead:dispatch')")
+    public ApiResult<?> dispatchLead(@RequestBody LeadDispatchParam param) {
+        return success(customerLeadService.dispatchLead(param));
+    }
+
+    @Operation(summary = "批量派单")
+    @PostMapping("/dispatch/batch")
+    @PreAuthorize("@pms.hasPermission('customer:lead:dispatch')")
+    public ApiResult<?> batchDispatchLeads(@RequestBody LeadDispatchParam param) {
+        return success(customerLeadService.batchDispatchLeads(param));
+    }
+
+    @Operation(summary = "添加跟进记录")
+    @PostMapping("/follow")
+    @PreAuthorize("@pms.hasPermission('customer:lead:follow')")
+    public ApiResult<?> addFollowLog(@RequestBody LeadFollowParam param) {
+        return success(customerLeadService.addFollowLog(param));
+    }
+
+    @Operation(summary = "获取跟进历史")
+    @GetMapping("/follow/history/{leadId}")
+    @PreAuthorize("@pms.hasPermission('customer:lead:view')")
+    public ApiResult<?> getFollowHistory(
+            @Parameter(description = "客资ID") @PathVariable Integer leadId) {
+        return success(customerLeadService.getFollowHistory(leadId));
+    }
+
+    @Operation(summary = "获取统计数据")
+    @GetMapping("/statistics")
+    @PreAuthorize("@pms.hasPermission('customer:lead:statistics')")
+    public ApiResult<?> getStatistics(CustomerLeadParam param) {
+        return success(customerLeadService.getStatistics(param));
+    }
+
+    @Operation(summary = "导出客资数据")
+    @GetMapping("/export")
+    @PreAuthorize("@pms.hasPermission('customer:lead:export')")
+    public ApiResult<?> exportLeads(CustomerLeadParam param) {
+        List<Map<String, Object>> data = customerLeadService.exportLeads(param);
+        return success(data);
+    }
+
+    @Operation(summary = "获取未分配客资")
+    @GetMapping("/unassigned")
+    @PreAuthorize("@pms.hasPermission('customer:lead:view')")
+    public ApiResult<?> getUnassignedLeads() {
+        return success(customerLeadService.getUnassignedLeads());
+    }
+
+    @Operation(summary = "获取业务员客资统计")
+    @GetMapping("/salesman/stats/{salesmanId}")
+    @PreAuthorize("@pms.hasPermission('customer:lead:view')")
+    public ApiResult<?> getSalesmanLeadStats(
+            @Parameter(description = "业务员ID") @PathVariable Integer salesmanId) {
+        return success(customerLeadService.getSalesmanLeadStats(salesmanId));
+    }
+}
--- a/src/main/java/com/gxwebsoft/cms/controller/LeadReferralController.java
+++ b/src/main/java/com/gxwebsoft/cms/controller/LeadReferralController.java
@@ -0,0 +1,106 @@
+package com.gxwebsoft.cms.controller;
+
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import com.gxwebsoft.cms.param.LeadReferralParam;
+import com.gxwebsoft.cms.service.LeadReferralService;
+import com.gxwebsoft.common.core.web.ApiResult;
+import com.gxwebsoft.common.core.web.BaseController;
+import io.swagger.v3.oas.annotations.Operation;
+import io.swagger.v3.oas.annotations.Parameter;
+import io.swagger.v3.oas.annotations.tags.Tag;
+import lombok.extern.slf4j.Slf4j;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.security.access.prepost.PreAuthorize;
+import org.springframework.web.bind.annotation.*;
+
+import java.util.Map;
+
+/**
+ * 推荐人控制器（全民推荐）
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Slf4j
+@RestController
+@RequestMapping("/lead/referral")
+@Tag(name = "全民推荐", description = "推荐人报备相关接口")
+public class LeadReferralController extends BaseController {
+
+    @Autowired
+    private LeadReferralService leadReferralService;
+
+    @Operation(summary = "匿名用户报备客户")
+    @PostMapping("/anonymous")
+    public ApiResult<?> anonymousReferral(@RequestBody LeadReferralParam param) {
+        return success(leadReferralService.anonymousReferral(param));
+    }
+
+    @Operation(summary = "注册用户报备客户")
+    @PostMapping("/user")
+    @PreAuthorize("@pms.hasPermission('referral:user') or true")
+    public ApiResult<?> userReferral(@RequestBody LeadReferralParam param) {
+        return success(leadReferralService.userReferral(param));
+    }
+
+    @Operation(summary = "获取推荐人的推荐记录")
+    @GetMapping("/page")
+    @PreAuthorize("@pms.hasPermission('referral:page') or @pms.hasPermission('referral:view')")
+    public ApiResult<Map<String, Object>> getReferralPage(CustomerLeadParam param) {
+        return success(leadReferralService.getReferralPage(param));
+    }
+
+    @Operation(summary = "获取推荐人统计")
+    @GetMapping("/stats/{userId}")
+    @PreAuthorize("@pms.hasPermission('referral:view')")
+    public ApiResult<?> getReferralStats(
+            @Parameter(description = "用户ID") @PathVariable Integer userId) {
+        return success(leadReferralService.getReferralStats(userId));
+    }
+
+    @Operation(summary = "生成推荐码")
+    @GetMapping("/generateCode")
+    @PreAuthorize("@pms.hasPermission('referral:generate')")
+    public ApiResult<?> generateReferralCode() {
+        return success(leadReferralService.generateReferralCode());
+    }
+
+    @Operation(summary = "根据推荐码获取推荐人信息")
+    @GetMapping("/referrer/{code}")
+    public ApiResult<?> getReferrerByCode(
+            @Parameter(description = "推荐码") @PathVariable String code) {
+        return success(leadReferralService.getReferrerByCode(code));
+    }
+
+    @Operation(summary = "确认推荐有效（管理员）")
+    @PutMapping("/confirm/{referralId}")
+    @PreAuthorize("@pms.hasPermission('referral:confirm')")
+    public ApiResult<?> confirmReferral(
+            @Parameter(description = "推荐ID") @PathVariable Integer referralId) {
+        return success(leadReferralService.confirmReferral(referralId));
+    }
+
+    @Operation(summary = "作废推荐（管理员）")
+    @PutMapping("/invalidate/{referralId}")
+    @PreAuthorize("@pms.hasPermission('referral:invalidate')")
+    public ApiResult<?> invalidateReferral(
+            @Parameter(description = "推荐ID") @PathVariable Integer referralId,
+            @Parameter(description = "原因") @RequestParam(required = false) String reason) {
+        return success(leadReferralService.invalidateReferral(referralId, reason));
+    }
+
+    @Operation(summary = "结算推荐费（管理员）")
+    @PutMapping("/settle/{referralId}")
+    @PreAuthorize("@pms.hasPermission('referral:settle')")
+    public ApiResult<?> settleReferral(
+            @Parameter(description = "推荐ID") @PathVariable Integer referralId) {
+        return success(leadReferralService.settleReferral(referralId));
+    }
+
+    @Operation(summary = "批量结算推荐费")
+    @PutMapping("/settle/batch")
+    @PreAuthorize("@pms.hasPermission('referral:settle')")
+    public ApiResult<?> batchSettleReferrals(@RequestBody Integer[] referralIds) {
+        return success(leadReferralService.batchSettleReferrals(referralIds));
+    }
+}
--- a/src/main/java/com/gxwebsoft/cms/entity/CustomerLeadEntity.java
+++ b/src/main/java/com/gxwebsoft/cms/entity/CustomerLeadEntity.java
@@ -0,0 +1,112 @@
+package com.gxwebsoft.cms.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableLogic;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+import lombok.EqualsAndHashCode;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.time.LocalDateTime;
+
+/**
+ * 客资管理扩展实体
+ * 在CmsContactLead基础上扩展派单、推荐人等字段
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@EqualsAndHashCode(callSuper = true)
+@TableName("cms_contact_lead")
+@Schema(name = "CustomerLeadEntity", description = "客资管理扩展实体")
+public class CustomerLeadEntity extends CmsContactLead implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "被分配的业务员用户ID")
+    private Integer assignedUserId;
+
+    @Schema(description = "推荐人用户ID")
+    private Integer referrerUserId;
+
+    @Schema(description = "推荐费金额")
+    private BigDecimal referralFee;
+
+    @Schema(description = "推荐费是否已支付 0否 1是")
+    private Integer referralFeePaid;
+
+    @Schema(description = "推荐人分成比例%")
+    private BigDecimal referrerShare;
+
+    @Schema(description = "派单时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime dispatchTime;
+
+    @Schema(description = "派单管理员ID")
+    private Integer dispatchAdminId;
+
+    @Schema(description = "跟进次数")
+    private Integer followCount;
+
+    @Schema(description = "最后跟进时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime lastFollowTime;
+
+    @Schema(description = "预约时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime appointmentTime;
+
+    @Schema(description = "成交金额")
+    private BigDecimal dealAmount;
+
+    @Schema(description = "成交时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime dealTime;
+
+    @Schema(description = "来源类型: form表单 website网站 miniapp小程序 referral推荐人 admin录入")
+    private String sourceType;
+
+    // ========== 关联用户信息（非数据库字段）==========
+    @Schema(description = "被分配的业务员昵称")
+    private String assignedUserName;
+
+    @Schema(description = "被分配的业务员真实姓名")
+    private String assignedRealName;
+
+    @Schema(description = "被分配的业务员电话")
+    private String assignedUserPhone;
+
+    @Schema(description = "推荐人昵称")
+    private String referrerName;
+
+    @Schema(description = "推荐人电话")
+    private String referrerPhone;
+
+    @Schema(description = "派单管理员昵称")
+    private String dispatchAdminName;
+
+    @Schema(description = "业务员跟进次数统计")
+    private Integer userLeadCount;
+
+    @Schema(description = "业务员本月成交数")
+    private Integer userDealCount;
+
+    // ========== 来源类型常量 ==========
+    public static final String SOURCE_FORM = "form";       // 表单
+    public static final String SOURCE_WEBSITE = "website";   // 网站
+    public static final String SOURCE_MINIAPP = "miniapp";   // 小程序
+    public static final String SOURCE_REFERRAL = "referral"; // 推荐人
+    public static final String SOURCE_ADMIN = "admin";       // 管理员录入
+
+    // ========== 状态常量 ==========
+    public static final int STATUS_PENDING = 0;      // 待跟进
+    public static final int STATUS_FOLLOWING = 1;   // 跟进中
+    public static final int STATUS_DEALED = 2;     // 已成交
+    public static final int STATUS_INVALID = 3;    // 无效
+
+}
--- a/src/main/java/com/gxwebsoft/cms/entity/LeadDispatch.java
+++ b/src/main/java/com/gxwebsoft/cms/entity/LeadDispatch.java
@@ -0,0 +1,69 @@
+package com.gxwebsoft.cms.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.time.LocalDateTime;
+
+/**
+ * 客资派单记录实体
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@TableName("lead_dispatch")
+@Schema(name = "LeadDispatch", description = "客资派单记录")
+public class LeadDispatch implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "派单ID")
+    @TableId(type = IdType.AUTO)
+    private Integer dispatchId;
+
+    @Schema(description = "客资ID")
+    private Integer leadId;
+
+    @Schema(description = "原分配用户ID")
+    private Integer fromUserId;
+
+    @Schema(description = "新分配用户ID(业务员)")
+    private Integer toUserId;
+
+    @Schema(description = "执行派单的管理员ID")
+    private Integer adminId;
+
+    @Schema(description = "派单备注")
+    private String dispatchRemarks;
+
+    @Schema(description = "派单类型: 1新分配 2重新分配 3抢单")
+    private Integer dispatchType;
+
+    @Schema(description = "派单时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    // ========== 关联信息（非数据库字段）==========
+    @Schema(description = "业务员昵称")
+    private String toUserName;
+
+    @Schema(description = "管理员昵称")
+    private String adminName;
+
+    @Schema(description = "客资客户姓名")
+    private String leadCustomerName;
+
+    @Schema(description = "客资客户电话")
+    private String leadCustomerPhone;
+
+    // ========== 派单类型常量 ==========
+    public static final int TYPE_NEW = 1;      // 新分配
+    public static final int TYPE_REDISPATCH = 2;  // 重新分配
+    public static final int TYPE_GRAB = 3;    // 抢单
+}
--- a/src/main/java/com/gxwebsoft/cms/entity/LeadFollowLog.java
+++ b/src/main/java/com/gxwebsoft/cms/entity/LeadFollowLog.java
@@ -0,0 +1,84 @@
+package com.gxwebsoft.cms.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.time.LocalDateTime;
+
+/**
+ * 客资跟进记录实体
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@TableName("lead_follow_log")
+@Schema(name = "LeadFollowLog", description = "客资跟进记录")
+public class LeadFollowLog implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "跟进ID")
+    @TableId(type = IdType.AUTO)
+    private Integer followId;
+
+    @Schema(description = "客资ID")
+    private Integer leadId;
+
+    @Schema(description = "跟进人ID")
+    private Integer userId;
+
+    @Schema(description = "跟进方式: 1电话 2微信 3上门 4短信 5其他")
+    private Integer followType;
+
+    @Schema(description = "跟进内容")
+    private String followContent;
+
+    @Schema(description = "下次跟进时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime nextFollowTime;
+
+    @Schema(description = "下次跟进计划")
+    private String nextFollowPlan;
+
+    @Schema(description = "附件URLs(JSON数组)")
+    private String attachmentUrls;
+
+    @Schema(description = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    // ========== 关联信息（非数据库字段）==========
+    @Schema(description = "跟进人昵称")
+    private String userName;
+
+    @Schema(description = "客资客户姓名")
+    private String customerName;
+
+    @Schema(description = "客资客户电话")
+    private String customerPhone;
+
+    // ========== 跟进方式常量 ==========
+    public static final int TYPE_PHONE = 1;    // 电话
+    public static final int TYPE_WECHAT = 2;   // 微信
+    public static final int TYPE_VISIT = 3;    // 上门
+    public static final int TYPE_SMS = 4;      // 短信
+    public static final int TYPE_OTHER = 5;    // 其他
+
+    public String getFollowTypeText() {
+        if (this.followType == null) return "";
+        return switch (this.followType) {
+            case TYPE_PHONE -> "电话";
+            case TYPE_WECHAT -> "微信";
+            case TYPE_VISIT -> "上门";
+            case TYPE_SMS -> "短信";
+            case TYPE_OTHER -> "其他";
+            default -> "";
+        };
+    }
+}
--- a/src/main/java/com/gxwebsoft/cms/entity/LeadReferral.java
+++ b/src/main/java/com/gxwebsoft/cms/entity/LeadReferral.java
@@ -0,0 +1,89 @@
+package com.gxwebsoft.cms.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.time.LocalDateTime;
+
+/**
+ * 推荐人关系实体（全民推荐）
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@TableName("lead_referral")
+@Schema(name = "LeadReferral", description = "推荐人关系")
+public class LeadReferral implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "推荐关系ID")
+    @TableId(type = IdType.AUTO)
+    private Integer referralId;
+
+    @Schema(description = "推荐人用户ID")
+    private Integer referrerUserId;
+
+    @Schema(description = "被推荐的客资ID")
+    private Integer referredLeadId;
+
+    @Schema(description = "推荐码")
+    private String referralCode;
+
+    @Schema(description = "推荐费")
+    private BigDecimal referralFee;
+
+    @Schema(description = "推荐状态: 0待确认 1有效 2无效 3已结算")
+    private Integer referralStatus;
+
+    @Schema(description = "客户姓名")
+    private String customerName;
+
+    @Schema(description = "客户电话")
+    private String customerPhone;
+
+    @Schema(description = "结算时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime settlementTime;
+
+    @Schema(description = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    // ========== 关联信息（非数据库字段）==========
+    @Schema(description = "推荐人昵称")
+    private String referrerName;
+
+    @Schema(description = "推荐人电话")
+    private String referrerPhone;
+
+    @Schema(description = "客资状态")
+    private Integer leadStatus;
+
+    @Schema(description = "客资成交金额")
+    private BigDecimal dealAmount;
+
+    // ========== 状态常量 ==========
+    public static final int STATUS_PENDING = 0;   // 待确认
+    public static final int STATUS_VALID = 1;     // 有效
+    public static final int STATUS_INVALID = 2;    // 无效
+    public static final int STATUS_SETTLED = 3;   // 已结算
+
+    public String getStatusText() {
+        if (this.referralStatus == null) return "";
+        return switch (this.referralStatus) {
+            case STATUS_PENDING -> "待确认";
+            case STATUS_VALID -> "有效";
+            case STATUS_INVALID -> "无效";
+            case STATUS_SETTLED -> "已结算";
+            default -> "";
+        };
+    }
+}
--- a/src/main/java/com/gxwebsoft/cms/entity/LeadStatistics.java
+++ b/src/main/java/com/gxwebsoft/cms/entity/LeadStatistics.java
@@ -0,0 +1,72 @@
+package com.gxwebsoft.cms.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.time.LocalDateTime;
+
+/**
+ * 客资数据统计实体
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@TableName("lead_statistics")
+@Schema(name = "LeadStatistics", description = "客资数据统计")
+public class LeadStatistics implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "统计ID")
+    @TableId(type = IdType.AUTO)
+    private Integer statId;
+
+    @Schema(description = "统计日期")
+    @JsonFormat(pattern = "yyyy-MM-dd")
+    private LocalDateTime statDate;
+
+    @Schema(description = "用户ID")
+    private Integer userId;
+
+    @Schema(description = "角色类型")
+    private String roleType;
+
+    @Schema(description = "总客资数")
+    private Integer totalLeads;
+
+    @Schema(description = "新增客资数")
+    private Integer newLeads;
+
+    @Schema(description = "已分配客资数")
+    private Integer assignedLeads;
+
+    @Schema(description = "已跟进客资数")
+    private Integer followedLeads;
+
+    @Schema(description = "已成交客资数")
+    private Integer dealedLeads;
+
+    @Schema(description = "成交总金额")
+    private BigDecimal dealAmount;
+
+    @Schema(description = "推荐成功数")
+    private Integer referralCount;
+
+    @Schema(description = "推荐费总额")
+    private BigDecimal referralFee;
+
+    @Schema(description = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    // ========== 关联信息（非数据库字段）==========
+    @Schema(description = "用户昵称")
+    private String userName;
+}
--- a/src/main/java/com/gxwebsoft/cms/mapper/CustomerLeadMapper.java
+++ b/src/main/java/com/gxwebsoft/cms/mapper/CustomerLeadMapper.java
@@ -0,0 +1,78 @@
+package com.gxwebsoft.cms.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.gxwebsoft.cms.entity.CustomerLeadEntity;
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import org.apache.ibatis.annotations.Mapper;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+import java.util.Map;
+
+/**
+ * 客资管理Mapper
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Mapper
+public interface CustomerLeadMapper extends BaseMapper<CustomerLeadEntity> {
+
+    /**
+     * 分页查询客资列表
+     */
+    List<CustomerLeadEntity> selectLeadPage(CustomerLeadParam param);
+
+    /**
+     * 查询客资详情
+     */
+    CustomerLeadEntity selectLeadDetail(@Param("leadId") Integer leadId);
+
+    /**
+     * 获取业务员待处理客资数量
+     */
+    Integer countBySalesman(@Param("salesmanId") Integer salesmanId, @Param("status") Integer status);
+
+    /**
+     * 批量更新客资状态
+     */
+    int batchUpdateStatus(@Param("leadIds") List<Integer> leadIds, @Param("status") Integer status);
+
+    /**
+     * 派单给业务员
+     */
+    int dispatchToUser(@Param("leadId") Integer leadId, @Param("userId") Integer userId, 
+                       @Param("adminId") Integer adminId, @Param("remarks") String remarks);
+
+    /**
+     * 统计数据
+     */
+    Map<String, Object> selectStatistics(@Param("startDate") String startDate, @Param("endDate") String endDate,
+                                         @Param("salesmanId") Integer salesmanId);
+
+    /**
+     * 按状态统计
+     */
+    List<Map<String, Object>> selectStatusStatistics(@Param("startDate") String startDate, @Param("endDate") String endDate);
+
+    /**
+     * 按来源统计
+     */
+    List<Map<String, Object>> selectSourceStatistics(@Param("startDate") String startDate, @Param("endDate") String endDate);
+
+    /**
+     * 按日统计趋势
+     */
+    List<Map<String, Object>> selectDailyTrend(@Param("startDate") String startDate, @Param("endDate") String endDate);
+
+    /**
+     * 查询未分配客资
+     */
+    List<CustomerLeadEntity> selectUnassignedLeads();
+
+    /**
+     * 批量派单
+     */
+    int batchDispatch(@Param("leadIds") List<Integer> leadIds, @Param("userId") Integer userId,
+                      @Param("adminId") Integer adminId, @Param("remarks") String remarks);
+}
--- a/src/main/java/com/gxwebsoft/cms/mapper/LeadDispatchMapper.java
+++ b/src/main/java/com/gxwebsoft/cms/mapper/LeadDispatchMapper.java
@@ -0,0 +1,34 @@
+package com.gxwebsoft.cms.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.gxwebsoft.cms.entity.LeadDispatch;
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import org.apache.ibatis.annotations.Mapper;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+
+/**
+ * 客资派单Mapper
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Mapper
+public interface LeadDispatchMapper extends BaseMapper<LeadDispatch> {
+
+    /**
+     * 查询客资的派单历史
+     */
+    List<LeadDispatch> selectDispatchHistory(@Param("leadId") Integer leadId);
+
+    /**
+     * 查询业务员的派单记录
+     */
+    List<LeadDispatch> selectSalesmanDispatches(CustomerLeadParam param);
+
+    /**
+     * 查询今日派单数量
+     */
+    Integer countTodayDispatches(@Param("adminId") Integer adminId);
+}
--- a/src/main/java/com/gxwebsoft/cms/mapper/LeadFollowLogMapper.java
+++ b/src/main/java/com/gxwebsoft/cms/mapper/LeadFollowLogMapper.java
@@ -0,0 +1,35 @@
+package com.gxwebsoft.cms.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.gxwebsoft.cms.entity.LeadFollowLog;
+import org.apache.ibatis.annotations.Mapper;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+
+/**
+ * 客资跟进记录Mapper
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Mapper
+public interface LeadFollowLogMapper extends BaseMapper<LeadFollowLog> {
+
+    /**
+     * 查询客资的跟进历史
+     */
+    List<LeadFollowLog> selectFollowHistory(@Param("leadId") Integer leadId);
+
+    /**
+     * 查询用户的跟进记录
+     */
+    List<LeadFollowLog> selectUserFollows(@Param("userId") Integer userId, 
+                                          @Param("startDate") String startDate,
+                                          @Param("endDate") String endDate);
+
+    /**
+     * 查询需要跟进的客资(根据下次跟进时间)
+     */
+    List<Integer> selectNeedFollowLeadIds(@Param("userId") Integer userId);
+}
--- a/src/main/java/com/gxwebsoft/cms/mapper/LeadReferralMapper.java
+++ b/src/main/java/com/gxwebsoft/cms/mapper/LeadReferralMapper.java
@@ -0,0 +1,44 @@
+package com.gxwebsoft.cms.mapper;
+
+import com.baomidou.mybatisplus.core.mapper.BaseMapper;
+import com.gxwebsoft.cms.entity.LeadReferral;
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import org.apache.ibatis.annotations.Mapper;
+import org.apache.ibatis.annotations.Param;
+
+import java.util.List;
+
+/**
+ * 推荐人关系Mapper
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Mapper
+public interface LeadReferralMapper extends BaseMapper<LeadReferral> {
+
+    /**
+     * 分页查询推荐关系
+     */
+    List<LeadReferral> selectReferralPage(CustomerLeadParam param);
+
+    /**
+     * 查询用户的推荐记录
+     */
+    List<LeadReferral> selectUserReferrals(@Param("userId") Integer userId);
+
+    /**
+     * 根据推荐码查询
+     */
+    LeadReferral selectByCode(@Param("referralCode") String referralCode);
+
+    /**
+     * 统计推荐人的推荐数量
+     */
+    Integer countUserReferrals(@Param("userId") Integer userId, @Param("status") Integer status);
+
+    /**
+     * 统计推荐人待结算金额
+     */
+    java.math.BigDecimal sumPendingFee(@Param("userId") Integer userId);
+}
--- a/src/main/java/com/gxwebsoft/cms/param/CustomerLeadParam.java
+++ b/src/main/java/com/gxwebsoft/cms/param/CustomerLeadParam.java
@@ -0,0 +1,81 @@
+package com.gxwebsoft.cms.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+
+/**
+ * 客资管理请求参数
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@Schema(name = "CustomerLeadParam", description = "客资管理请求参数")
+public class CustomerLeadParam implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "客资ID")
+    private Integer leadId;
+
+    @Schema(description = "客户姓名")
+    private String name;
+
+    @Schema(description = "客户电话")
+    private String phone;
+
+    @Schema(description = "单位/公司名称")
+    private String company;
+
+    @Schema(description = "需求描述")
+    private String need;
+
+    @Schema(description = "分配给的用户ID")
+    private Integer assignedUserId;
+
+    @Schema(description = "派单备注")
+    private String dispatchRemarks;
+
+    @Schema(description = "跟进状态: 0待跟进 1跟进中 2已成交 3无效")
+    private Integer status;
+
+    @Schema(description = "销售备注")
+    private String remarks;
+
+    @Schema(description = "预约时间")
+    private String appointmentTime;
+
+    @Schema(description = "成交金额")
+    private BigDecimal dealAmount;
+
+    @Schema(description = "来源类型")
+    private String sourceType;
+
+    // ========== 查询条件 ==========
+    @Schema(description = "开始日期")
+    private String startDate;
+
+    @Schema(description = "结束日期")
+    private String endDate;
+
+    @Schema(description = "跟进状态(可多选,逗号分隔)")
+    private String statusList;
+
+    @Schema(description = "业务员ID")
+    private Integer salesmanId;
+
+    @Schema(description = "推荐人ID")
+    private Integer referrerId;
+
+    @Schema(description = "关键词(姓名/电话/公司)")
+    private String keyword;
+
+    @Schema(description = "当前页码")
+    private Integer pageNum = 1;
+
+    @Schema(description = "每页数量")
+    private Integer pageSize = 10;
+}
--- a/src/main/java/com/gxwebsoft/cms/param/LeadDispatchParam.java
+++ b/src/main/java/com/gxwebsoft/cms/param/LeadDispatchParam.java
@@ -0,0 +1,38 @@
+package com.gxwebsoft.cms.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 客资派单请求参数
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@Schema(name = "LeadDispatchParam", description = "客资派单请求参数")
+public class LeadDispatchParam implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "客资ID")
+    private Integer leadId;
+
+    @Schema(description = "目标用户ID(业务员)")
+    private Integer toUserId;
+
+    @Schema(description = "派单备注")
+    private String remarks;
+
+    @Schema(description = "派单类型: 1新分配 2重新分配")
+    private Integer dispatchType = 1;
+
+    // ========== 批量派单 ==========
+    @Schema(description = "批量客资ID列表")
+    private Integer[] leadIds;
+
+    @Schema(description = "是否批量派单")
+    private Boolean batchMode = false;
+}
--- a/src/main/java/com/gxwebsoft/cms/param/LeadFollowParam.java
+++ b/src/main/java/com/gxwebsoft/cms/param/LeadFollowParam.java
@@ -0,0 +1,43 @@
+package com.gxwebsoft.cms.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+
+/**
+ * 客资跟进请求参数
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@Schema(name = "LeadFollowParam", description = "客资跟进请求参数")
+public class LeadFollowParam implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "客资ID")
+    private Integer leadId;
+
+    @Schema(description = "跟进方式: 1电话 2微信 3上门 4短信 5其他")
+    private Integer followType;
+
+    @Schema(description = "跟进内容")
+    private String followContent;
+
+    @Schema(description = "下次跟进时间(yyyy-MM-dd HH:mm:ss)")
+    private String nextFollowTime;
+
+    @Schema(description = "下次跟进计划")
+    private String nextFollowPlan;
+
+    @Schema(description = "附件URLs(JSON数组字符串)")
+    private String attachmentUrls;
+
+    @Schema(description = "是否同时更新状态")
+    private Boolean updateStatus = false;
+
+    @Schema(description = "新状态(当updateStatus=true时生效): 0待跟进 1跟进中 2已成交 3无效")
+    private Integer newStatus;
+}
--- a/src/main/java/com/gxwebsoft/cms/param/LeadReferralParam.java
+++ b/src/main/java/com/gxwebsoft/cms/param/LeadReferralParam.java
@@ -0,0 +1,44 @@
+package com.gxwebsoft.cms.param;
+
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+
+/**
+ * 推荐人报备请求参数（全民推荐）
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@Schema(name = "LeadReferralParam", description = "推荐人报备请求参数")
+public class LeadReferralParam implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "推荐码(匿名推荐时使用)")
+    private String referralCode;
+
+    @Schema(description = "客户姓名")
+    private String customerName;
+
+    @Schema(description = "客户电话")
+    private String customerPhone;
+
+    @Schema(description = "客户公司")
+    private String customerCompany;
+
+    @Schema(description = "需求描述")
+    private String requirement;
+
+    @Schema(description = "预约时间")
+    private String appointmentTime;
+
+    @Schema(description = "备注说明")
+    private String remarks;
+
+    @Schema(description = "推荐费(可选,管理员可设置默认值)")
+    private BigDecimal referralFee;
+}
--- a/src/main/java/com/gxwebsoft/cms/service/CustomerLeadService.java
+++ b/src/main/java/com/gxwebsoft/cms/service/CustomerLeadService.java
@@ -0,0 +1,84 @@
+package com.gxwebsoft.cms.service;
+
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.gxwebsoft.cms.entity.CustomerLeadEntity;
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import com.gxwebsoft.cms.param.LeadDispatchParam;
+import com.gxwebsoft.cms.param.LeadFollowParam;
+
+import java.util.List;
+import java.util.Map;
+
+/**
+ * 客资管理服务接口
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+public interface CustomerLeadService extends IService<CustomerLeadEntity> {
+
+    /**
+     * 分页查询客资列表
+     */
+    Map<String, Object> getLeadPage(CustomerLeadParam param);
+
+    /**
+     * 获取客资详情
+     */
+    CustomerLeadEntity getLeadDetail(Integer leadId);
+
+    /**
+     * 创建客资（管理员录入）
+     */
+    CustomerLeadEntity createLead(CustomerLeadParam param);
+
+    /**
+     * 更新客资信息
+     */
+    boolean updateLead(CustomerLeadParam param);
+
+    /**
+     * 更新客资状态
+     */
+    boolean updateLeadStatus(Integer leadId, Integer status, String remarks);
+
+    /**
+     * 派单给业务员
+     */
+    boolean dispatchLead(LeadDispatchParam param);
+
+    /**
+     * 批量派单
+     */
+    Map<String, Object> batchDispatchLeads(LeadDispatchParam param);
+
+    /**
+     * 添加跟进记录
+     */
+    boolean addFollowLog(LeadFollowParam param);
+
+    /**
+     * 获取客资跟进历史
+     */
+    List<Map<String, Object>> getFollowHistory(Integer leadId);
+
+    /**
+     * 获取统计数据
+     */
+    Map<String, Object> getStatistics(CustomerLeadParam param);
+
+    /**
+     * 导出客资数据
+     */
+    List<Map<String, Object>> exportLeads(CustomerLeadParam param);
+
+    /**
+     * 获取未分配客资列表
+     */
+    List<CustomerLeadEntity> getUnassignedLeads();
+
+    /**
+     * 获取业务员的客资统计
+     */
+    Map<String, Object> getSalesmanLeadStats(Integer salesmanId);
+}
--- a/src/main/java/com/gxwebsoft/cms/service/LeadReferralService.java
+++ b/src/main/java/com/gxwebsoft/cms/service/LeadReferralService.java
@@ -0,0 +1,73 @@
+package com.gxwebsoft.cms.service;
+
+import com.baomidou.mybatisplus.extension.service.IService;
+import com.gxwebsoft.cms.entity.LeadReferral;
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import com.gxwebsoft.cms.param.LeadReferralParam;
+
+import java.math.BigDecimal;
+import java.util.Map;
+
+/**
+ * 推荐人服务接口（全民推荐）
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+public interface LeadReferralService extends IService<LeadReferral> {
+
+    /**
+     * 匿名用户通过推荐码报备客户
+     */
+    LeadReferral anonymousReferral(LeadReferralParam param);
+
+    /**
+     * 注册用户报备客户
+     */
+    LeadReferral userReferral(LeadReferralParam param);
+
+    /**
+     * 获取推荐人的推荐记录
+     */
+    Map<String, Object> getReferralPage(CustomerLeadParam param);
+
+    /**
+     * 获取推荐人的推荐统计
+     */
+    Map<String, Object> getReferralStats(Integer userId);
+
+    /**
+     * 生成推荐码
+     */
+    String generateReferralCode();
+
+    /**
+     * 根据推荐码获取推荐人信息
+     */
+    Map<String, Object> getReferrerByCode(String referralCode);
+
+    /**
+     * 确认推荐有效
+     */
+    boolean confirmReferral(Integer referralId);
+
+    /**
+     * 作废推荐
+     */
+    boolean invalidateReferral(Integer referralId, String reason);
+
+    /**
+     * 结算推荐费
+     */
+    boolean settleReferral(Integer referralId);
+
+    /**
+     * 批量结算推荐费
+     */
+    Map<String, Object> batchSettleReferrals(Integer[] referralIds);
+
+    /**
+     * 计算推荐费（根据成交金额和配置比例）
+     */
+    BigDecimal calculateReferralFee(BigDecimal dealAmount);
+}
--- a/src/main/java/com/gxwebsoft/cms/service/impl/CustomerLeadServiceImpl.java
+++ b/src/main/java/com/gxwebsoft/cms/service/impl/CustomerLeadServiceImpl.java
@@ -0,0 +1,382 @@
+package com.gxwebsoft.cms.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.gxwebsoft.cms.entity.CustomerLeadEntity;
+import com.gxwebsoft.cms.entity.LeadDispatch;
+import com.gxwebsoft.cms.entity.LeadFollowLog;
+import com.gxwebsoft.cms.mapper.CustomerLeadMapper;
+import com.gxwebsoft.cms.mapper.LeadDispatchMapper;
+import com.gxwebsoft.cms.mapper.LeadFollowLogMapper;
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import com.gxwebsoft.cms.param.LeadDispatchParam;
+import com.gxwebsoft.cms.param.LeadFollowParam;
+import com.gxwebsoft.cms.service.CustomerLeadService;
+import com.gxwebsoft.common.system.entity.User;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.security.core.Authentication;
+import org.springframework.security.core.context.SecurityContextHolder;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.util.StringUtils;
+
+import java.math.BigDecimal;
+import java.time.LocalDateTime;
+import java.util.*;
+
+/**
+ * 客资管理服务实现
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Service
+public class CustomerLeadServiceImpl extends ServiceImpl<CustomerLeadMapper, CustomerLeadEntity> implements CustomerLeadService {
+
+    @Autowired
+    private CustomerLeadMapper customerLeadMapper;
+
+    @Autowired
+    private LeadDispatchMapper leadDispatchMapper;
+
+    @Autowired
+    private LeadFollowLogMapper leadFollowLogMapper;
+
+    /**
+     * 获取当前登录用户（与 BaseController.getLoginUser() 逻辑一致）
+     */
+    private User getLoginUser() {
+        try {
+            Authentication authentication = SecurityContextHolder.getContext().getAuthentication();
+            if (authentication != null) {
+                Object principal = authentication.getPrincipal();
+                if (principal instanceof User) {
+                    return (User) principal;
+                }
+            }
+        } catch (Exception ignored) {
+        }
+        return null;
+    }
+
+    @Override
+    public Map<String, Object> getLeadPage(CustomerLeadParam param) {
+        // 处理分页参数
+        if (param.getPageNum() == null || param.getPageNum() < 1) {
+            param.setPageNum(1);
+        }
+        if (param.getPageSize() == null || param.getPageSize() < 1 || param.getPageSize() > 100) {
+            param.setPageSize(10);
+        }
+
+        Page<CustomerLeadEntity> page = new Page<>(param.getPageNum(), param.getPageSize());
+        List<CustomerLeadEntity> list = customerLeadMapper.selectLeadPage(param);
+        long total = page.getTotal();
+
+        Map<String, Object> result = new HashMap<>();
+        result.put("list", list);
+        result.put("total", total);
+        result.put("pageNum", param.getPageNum());
+        result.put("pageSize", param.getPageSize());
+        result.put("pages", (total + param.getPageSize() - 1) / param.getPageSize());
+
+        return result;
+    }
+
+    @Override
+    public CustomerLeadEntity getLeadDetail(Integer leadId) {
+        return customerLeadMapper.selectLeadDetail(leadId);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public CustomerLeadEntity createLead(CustomerLeadParam param) {
+        CustomerLeadEntity lead = new CustomerLeadEntity();
+        lead.setName(param.getName());
+        lead.setPhone(param.getPhone());
+        lead.setCompany(param.getCompany());
+        lead.setNeed(param.getNeed());
+        lead.setStatus(CustomerLeadEntity.STATUS_PENDING); // 默认待跟进
+        lead.setSourceType(CustomerLeadEntity.SOURCE_ADMIN); // 管理员录入
+        lead.setReferralFee(BigDecimal.ZERO);
+        lead.setReferralFeePaid(0);
+        lead.setFollowCount(0);
+        
+        // 如果指定了业务员，直接派单
+        if (param.getAssignedUserId() != null) {
+            User currentUser = getLoginUser();
+            lead.setAssignedUserId(param.getAssignedUserId());
+            lead.setDispatchTime(LocalDateTime.now());
+            lead.setDispatchAdminId(currentUser != null ? currentUser.getUserId() : null);
+            lead.setStatus(CustomerLeadEntity.STATUS_FOLLOWING);
+        }
+        
+        this.save(lead);
+        return lead;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public boolean updateLead(CustomerLeadParam param) {
+        CustomerLeadEntity lead = this.getById(param.getLeadId());
+        if (lead == null) {
+            throw new RuntimeException("客资不存在");
+        }
+
+        if (StringUtils.hasText(param.getName())) {
+            lead.setName(param.getName());
+        }
+        if (StringUtils.hasText(param.getPhone())) {
+            lead.setPhone(param.getPhone());
+        }
+        if (StringUtils.hasText(param.getCompany())) {
+            lead.setCompany(param.getCompany());
+        }
+        if (StringUtils.hasText(param.getNeed())) {
+            lead.setNeed(param.getNeed());
+        }
+        if (StringUtils.hasText(param.getRemarks())) {
+            lead.setRemarks(param.getRemarks());
+        }
+        if (param.getDealAmount() != null) {
+            lead.setDealAmount(param.getDealAmount());
+            lead.setDealTime(LocalDateTime.now());
+        }
+
+        return this.updateById(lead);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public boolean updateLeadStatus(Integer leadId, Integer status, String remarks) {
+        CustomerLeadEntity lead = this.getById(leadId);
+        if (lead == null) {
+            throw new RuntimeException("客资不存在");
+        }
+
+        lead.setStatus(status);
+        if (StringUtils.hasText(remarks)) {
+            lead.setRemarks(remarks);
+        }
+
+        // 成交时记录成交时间
+        if (status == CustomerLeadEntity.STATUS_DEALED) {
+            lead.setDealTime(LocalDateTime.now());
+        }
+
+        return this.updateById(lead);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public boolean dispatchLead(LeadDispatchParam param) {
+        CustomerLeadEntity lead = this.getById(param.getLeadId());
+        if (lead == null) {
+            throw new RuntimeException("客资不存在");
+        }
+
+        User currentUser = getLoginUser();
+        Integer adminId = currentUser != null ? currentUser.getUserId() : null;
+
+        // 更新客资分配信息
+        lead.setAssignedUserId(param.getToUserId());
+        lead.setDispatchTime(LocalDateTime.now());
+        lead.setDispatchAdminId(adminId);
+        lead.setStatus(CustomerLeadEntity.STATUS_FOLLOWING); // 派单后变为跟进中
+
+        // 如果有备注，更新备注
+        if (StringUtils.hasText(param.getRemarks())) {
+            String oldRemarks = lead.getRemarks() != null ? lead.getRemarks() + "\n" : "";
+            lead.setRemarks(oldRemarks + "【派单备注】" + param.getRemarks());
+        }
+
+        this.updateById(lead);
+
+        // 记录派单历史
+        LeadDispatch dispatch = new LeadDispatch();
+        dispatch.setLeadId(param.getLeadId());
+        dispatch.setFromUserId(lead.getAssignedUserId()); // 原分配用户
+        dispatch.setToUserId(param.getToUserId());
+        dispatch.setAdminId(adminId);
+        dispatch.setDispatchRemarks(param.getRemarks());
+        dispatch.setDispatchType(param.getDispatchType() != null ? param.getDispatchType() : LeadDispatch.TYPE_NEW);
+        dispatch.setCreateTime(LocalDateTime.now());
+        leadDispatchMapper.insert(dispatch);
+
+        return true;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public Map<String, Object> batchDispatchLeads(LeadDispatchParam param) {
+        Map<String, Object> result = new HashMap<>();
+        int successCount = 0;
+        int failCount = 0;
+        List<String> errors = new ArrayList<>();
+
+        if (param.getLeadIds() == null || param.getLeadIds().length == 0) {
+            throw new RuntimeException("请选择要派单的客资");
+        }
+
+        User currentUser = getLoginUser();
+        Integer adminId = currentUser != null ? currentUser.getUserId() : null;
+
+        for (Integer leadId : param.getLeadIds()) {
+            try {
+                LeadDispatchParam singleParam = new LeadDispatchParam();
+                singleParam.setLeadId(leadId);
+                singleParam.setToUserId(param.getToUserId());
+                singleParam.setRemarks(param.getRemarks());
+                singleParam.setDispatchType(LeadDispatch.TYPE_NEW);
+                
+                this.dispatchLead(singleParam);
+                successCount++;
+            } catch (Exception e) {
+                failCount++;
+                errors.add("客资ID[" + leadId + "]: " + e.getMessage());
+            }
+        }
+
+        result.put("successCount", successCount);
+        result.put("failCount", failCount);
+        result.put("errors", errors);
+
+        return result;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public boolean addFollowLog(LeadFollowParam param) {
+        CustomerLeadEntity lead = this.getById(param.getLeadId());
+        if (lead == null) {
+            throw new RuntimeException("客资不存在");
+        }
+
+        User currentUser = getLoginUser();
+        Integer userId = currentUser != null ? currentUser.getUserId() : null;
+
+        // 添加跟进记录
+        LeadFollowLog followLog = new LeadFollowLog();
+        followLog.setLeadId(param.getLeadId());
+        followLog.setUserId(userId);
+        followLog.setFollowType(param.getFollowType());
+        followLog.setFollowContent(param.getFollowContent());
+        followLog.setNextFollowPlan(param.getNextFollowPlan());
+        followLog.setAttachmentUrls(param.getAttachmentUrls());
+        followLog.setCreateTime(LocalDateTime.now());
+        
+        if (StringUtils.hasText(param.getNextFollowTime())) {
+            followLog.setNextFollowTime(LocalDateTime.parse(param.getNextFollowTime().replace(" ", "T")));
+        }
+        
+        leadFollowLogMapper.insert(followLog);
+
+        // 更新客资跟进信息
+        lead.setFollowCount(lead.getFollowCount() != null ? lead.getFollowCount() + 1 : 1);
+        lead.setLastFollowTime(LocalDateTime.now());
+        
+        // 如果需要更新状态
+        if (Boolean.TRUE.equals(param.getUpdateStatus()) && param.getNewStatus() != null) {
+            lead.setStatus(param.getNewStatus());
+        }
+        
+        // 如果是成交
+        if (param.getNewStatus() != null && param.getNewStatus() == CustomerLeadEntity.STATUS_DEALED) {
+            lead.setDealTime(LocalDateTime.now());
+        }
+
+        return this.updateById(lead);
+    }
+
+    @Override
+    public List<Map<String, Object>> getFollowHistory(Integer leadId) {
+        List<LeadFollowLog> logs = leadFollowLogMapper.selectFollowHistory(leadId);
+        List<Map<String, Object>> result = new ArrayList<>();
+        
+        for (LeadFollowLog log : logs) {
+            Map<String, Object> item = new HashMap<>();
+            item.put("followId", log.getFollowId());
+            item.put("followType", log.getFollowType());
+            item.put("followTypeText", log.getFollowTypeText());
+            item.put("followContent", log.getFollowContent());
+            item.put("nextFollowTime", log.getNextFollowTime());
+            item.put("nextFollowPlan", log.getNextFollowPlan());
+            item.put("userName", log.getUserName());
+            item.put("createTime", log.getCreateTime());
+            result.add(item);
+        }
+        
+        return result;
+    }
+
+    @Override
+    public Map<String, Object> getStatistics(CustomerLeadParam param) {
+        Map<String, Object> stats = new HashMap<>();
+        
+        // 基础统计
+        Map<String, Object> basicStats = customerLeadMapper.selectStatistics(
+                param.getStartDate(), param.getEndDate(), param.getSalesmanId());
+        stats.put("basic", basicStats);
+        
+        // 按状态统计
+        stats.put("byStatus", customerLeadMapper.selectStatusStatistics(param.getStartDate(), param.getEndDate()));
+        
+        // 按来源统计
+        stats.put("bySource", customerLeadMapper.selectSourceStatistics(param.getStartDate(), param.getEndDate()));
+        
+        // 每日趋势
+        stats.put("dailyTrend", customerLeadMapper.selectDailyTrend(param.getStartDate(), param.getEndDate()));
+        
+        return stats;
+    }
+
+    @Override
+    public List<Map<String, Object>> exportLeads(CustomerLeadParam param) {
+        // 设置不分页，导出全部
+        param.setPageNum(1);
+        param.setPageSize(10000);
+        
+        List<CustomerLeadEntity> leads = customerLeadMapper.selectLeadPage(param);
+        List<Map<String, Object>> result = new ArrayList<>();
+        
+        for (CustomerLeadEntity lead : leads) {
+            Map<String, Object> item = new HashMap<>();
+            item.put("客户姓名", lead.getName());
+            item.put("联系电话", lead.getPhone());
+            item.put("公司名称", lead.getCompany());
+            item.put("需求描述", lead.getNeed());
+            item.put("状态", lead.getStatusText());
+            item.put("来源", lead.getSourceType());
+            item.put("业务员", lead.getAssignedUserName());
+            item.put("推荐人", lead.getReferrerName());
+            item.put("跟进次数", lead.getFollowCount());
+            item.put("成交金额", lead.getDealAmount());
+            item.put("创建时间", lead.getCreateTime());
+            item.put("派单时间", lead.getDispatchTime());
+            item.put("成交时间", lead.getDealTime());
+            item.put("备注", lead.getRemarks());
+            result.add(item);
+        }
+        
+        return result;
+    }
+
+    @Override
+    public List<CustomerLeadEntity> getUnassignedLeads() {
+        return customerLeadMapper.selectUnassignedLeads();
+    }
+
+    @Override
+    public Map<String, Object> getSalesmanLeadStats(Integer salesmanId) {
+        Map<String, Object> stats = new HashMap<>();
+        
+        stats.put("total", customerLeadMapper.countBySalesman(salesmanId, null));
+        stats.put("pending", customerLeadMapper.countBySalesman(salesmanId, CustomerLeadEntity.STATUS_PENDING));
+        stats.put("following", customerLeadMapper.countBySalesman(salesmanId, CustomerLeadEntity.STATUS_FOLLOWING));
+        stats.put("dealed", customerLeadMapper.countBySalesman(salesmanId, CustomerLeadEntity.STATUS_DEALED));
+        stats.put("invalid", customerLeadMapper.countBySalesman(salesmanId, CustomerLeadEntity.STATUS_INVALID));
+        
+        return stats;
+    }
+}
--- a/src/main/java/com/gxwebsoft/cms/service/impl/LeadReferralServiceImpl.java
+++ b/src/main/java/com/gxwebsoft/cms/service/impl/LeadReferralServiceImpl.java
@@ -0,0 +1,305 @@
+package com.gxwebsoft.cms.service.impl;
+
+import com.baomidou.mybatisplus.core.conditions.query.LambdaQueryWrapper;
+import com.baomidou.mybatisplus.extension.plugins.pagination.Page;
+import com.baomidou.mybatisplus.extension.service.impl.ServiceImpl;
+import com.gxwebsoft.cms.entity.CustomerLeadEntity;
+import com.gxwebsoft.cms.entity.LeadReferral;
+import com.gxwebsoft.cms.mapper.CustomerLeadMapper;
+import com.gxwebsoft.cms.mapper.LeadReferralMapper;
+import com.gxwebsoft.cms.param.CustomerLeadParam;
+import com.gxwebsoft.cms.param.LeadReferralParam;
+import com.gxwebsoft.cms.service.CustomerLeadService;
+import com.gxwebsoft.cms.service.LeadReferralService;
+import com.gxwebsoft.common.system.entity.User;
+import com.gxwebsoft.common.system.service.UserService;
+import org.springframework.beans.factory.annotation.Autowired;
+import org.springframework.security.core.Authentication;
+import org.springframework.security.core.context.SecurityContextHolder;
+import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
+import org.springframework.util.StringUtils;
+
+import java.math.BigDecimal;
+import java.math.RoundingMode;
+import java.time.LocalDateTime;
+import java.util.*;
+
+/**
+ * 推荐人服务实现（全民推荐）
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Service
+public class LeadReferralServiceImpl extends ServiceImpl<LeadReferralMapper, LeadReferral> implements LeadReferralService {
+
+    @Autowired
+    private LeadReferralMapper leadReferralMapper;
+
+    @Autowired
+    private CustomerLeadMapper customerLeadMapper;
+
+    @Autowired
+    private CustomerLeadService customerLeadService;
+
+    @Autowired
+    private UserService userService;
+
+    // 默认推荐费比例 5%
+    private static final BigDecimal DEFAULT_REFERRAL_RATE = new BigDecimal("0.05");
+
+    /**
+     * 获取当前登录用户（与 BaseController.getLoginUser() 逻辑一致）
+     */
+    private User getLoginUser() {
+        try {
+            Authentication authentication = SecurityContextHolder.getContext().getAuthentication();
+            if (authentication != null) {
+                Object principal = authentication.getPrincipal();
+                if (principal instanceof User) {
+                    return (User) principal;
+                }
+            }
+        } catch (Exception ignored) {
+        }
+        return null;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public LeadReferral anonymousReferral(LeadReferralParam param) {
+        // 1. 如果有推荐码，先查询推荐人
+        Integer referrerUserId = null;
+        if (StringUtils.hasText(param.getReferralCode())) {
+            LeadReferral referral = leadReferralMapper.selectByCode(param.getReferralCode());
+            if (referral != null) {
+                referrerUserId = referral.getReferrerUserId();
+            }
+        }
+
+        // 2. 创建客资
+        CustomerLeadEntity lead = new CustomerLeadEntity();
+        lead.setName(param.getCustomerName());
+        lead.setPhone(param.getCustomerPhone());
+        lead.setCompany(param.getCustomerCompany());
+        lead.setNeed(param.getRequirement());
+        lead.setSourceType(CustomerLeadEntity.SOURCE_REFERRAL);
+        lead.setStatus(CustomerLeadEntity.STATUS_PENDING);
+        lead.setReferrerUserId(referrerUserId);
+        lead.setFollowCount(0);
+        lead.setReferralFee(BigDecimal.ZERO);
+        lead.setReferralFeePaid(0);
+        
+        if (StringUtils.hasText(param.getAppointmentTime())) {
+            lead.setAppointmentTime(LocalDateTime.parse(param.getAppointmentTime().replace(" ", "T")));
+        }
+        
+        customerLeadMapper.insert(lead);
+
+        // 3. 创建推荐关系
+        LeadReferral referral = new LeadReferral();
+        referral.setReferrerUserId(referrerUserId);
+        referral.setReferredLeadId(lead.getLeadId());
+        referral.setReferralCode(StringUtils.hasText(param.getReferralCode()) ? param.getReferralCode() : null);
+        referral.setReferralFee(param.getReferralFee() != null ? param.getReferralFee() : BigDecimal.ZERO);
+        referral.setReferralStatus(LeadReferral.STATUS_PENDING); // 待确认
+        referral.setCustomerName(param.getCustomerName());
+        referral.setCustomerPhone(param.getCustomerPhone());
+        referral.setCreateTime(LocalDateTime.now());
+        
+        leadReferralMapper.insert(referral);
+
+        // 4. 更新客资的推荐费
+        lead.setReferralFee(referral.getReferralFee());
+        customerLeadMapper.updateById(lead);
+
+        return referral;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public LeadReferral userReferral(LeadReferralParam param) {
+        User currentUser = getLoginUser();
+        if (currentUser == null) {
+            throw new RuntimeException("请先登录");
+        }
+
+        // 1. 创建客资
+        CustomerLeadEntity lead = new CustomerLeadEntity();
+        lead.setName(param.getCustomerName());
+        lead.setPhone(param.getCustomerPhone());
+        lead.setCompany(param.getCustomerCompany());
+        lead.setNeed(param.getRequirement());
+        lead.setSourceType(CustomerLeadEntity.SOURCE_REFERRAL);
+        lead.setStatus(CustomerLeadEntity.STATUS_PENDING);
+        lead.setReferrerUserId(currentUser.getUserId());
+        lead.setFollowCount(0);
+        lead.setReferralFee(param.getReferralFee() != null ? param.getReferralFee() : BigDecimal.ZERO);
+        lead.setReferralFeePaid(0);
+        
+        if (StringUtils.hasText(param.getAppointmentTime())) {
+            lead.setAppointmentTime(LocalDateTime.parse(param.getAppointmentTime().replace(" ", "T")));
+        }
+        
+        customerLeadMapper.insert(lead);
+
+        // 2. 创建推荐关系
+        LeadReferral referral = new LeadReferral();
+        referral.setReferrerUserId(currentUser.getUserId());
+        referral.setReferredLeadId(lead.getLeadId());
+        referral.setReferralCode(this.generateReferralCode()); // 生成推荐码
+        referral.setReferralFee(param.getReferralFee() != null ? param.getReferralFee() : BigDecimal.ZERO);
+        referral.setReferralStatus(LeadReferral.STATUS_PENDING);
+        referral.setCustomerName(param.getCustomerName());
+        referral.setCustomerPhone(param.getCustomerPhone());
+        referral.setCreateTime(LocalDateTime.now());
+        
+        leadReferralMapper.insert(referral);
+
+        return referral;
+    }
+
+    @Override
+    public Map<String, Object> getReferralPage(CustomerLeadParam param) {
+        Page<LeadReferral> page = new Page<>(param.getPageNum(), param.getPageSize());
+        List<LeadReferral> list = leadReferralMapper.selectReferralPage(param);
+        
+        Map<String, Object> result = new HashMap<>();
+        result.put("list", list);
+        result.put("total", page.getTotal());
+        result.put("pageNum", param.getPageNum());
+        result.put("pageSize", param.getPageSize());
+        
+        return result;
+    }
+
+    @Override
+    public Map<String, Object> getReferralStats(Integer userId) {
+        Map<String, Object> stats = new HashMap<>();
+        
+        stats.put("totalCount", leadReferralMapper.countUserReferrals(userId, null));
+        stats.put("pendingCount", leadReferralMapper.countUserReferrals(userId, LeadReferral.STATUS_PENDING));
+        stats.put("validCount", leadReferralMapper.countUserReferrals(userId, LeadReferral.STATUS_VALID));
+        stats.put("settledCount", leadReferralMapper.countUserReferrals(userId, LeadReferral.STATUS_SETTLED));
+        stats.put("pendingAmount", leadReferralMapper.sumPendingFee(userId));
+        
+        return stats;
+    }
+
+    @Override
+    public String generateReferralCode() {
+        return "RF" + System.currentTimeMillis() + (int)(Math.random() * 100);
+    }
+
+    @Override
+    public Map<String, Object> getReferrerByCode(String referralCode) {
+        LeadReferral referral = leadReferralMapper.selectByCode(referralCode);
+        if (referral == null || referral.getReferrerUserId() == null) {
+            return null;
+        }
+
+        User referrer = userService.getByIdRel(referral.getReferrerUserId());
+        if (referrer == null) {
+            return null;
+        }
+
+        Map<String, Object> result = new HashMap<>();
+        result.put("referrerId", referrer.getUserId());
+        result.put("referrerName", referrer.getNickname());
+        result.put("referrerPhone", referrer.getPhone());
+        result.put("referralCode", referralCode);
+        
+        return result;
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public boolean confirmReferral(Integer referralId) {
+        LeadReferral referral = this.getById(referralId);
+        if (referral == null) {
+            throw new RuntimeException("推荐记录不存在");
+        }
+
+        referral.setReferralStatus(LeadReferral.STATUS_VALID);
+        return this.updateById(referral);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public boolean invalidateReferral(Integer referralId, String reason) {
+        LeadReferral referral = this.getById(referralId);
+        if (referral == null) {
+            throw new RuntimeException("推荐记录不存在");
+        }
+
+        referral.setReferralStatus(LeadReferral.STATUS_INVALID);
+        
+        // 同步更新客资推荐费状态
+        CustomerLeadEntity lead = customerLeadMapper.selectById(referral.getReferredLeadId());
+        if (lead != null) {
+            lead.setReferralFeePaid(-1); // 标记为已作废
+            customerLeadMapper.updateById(lead);
+        }
+        
+        return this.updateById(referral);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public boolean settleReferral(Integer referralId) {
+        LeadReferral referral = this.getById(referralId);
+        if (referral == null) {
+            throw new RuntimeException("推荐记录不存在");
+        }
+
+        if (referral.getReferralStatus() != LeadReferral.STATUS_VALID) {
+            throw new RuntimeException("只有有效的推荐才能结算");
+        }
+
+        referral.setReferralStatus(LeadReferral.STATUS_SETTLED);
+        referral.setSettlementTime(LocalDateTime.now());
+        
+        // 同步更新客资推荐费状态
+        CustomerLeadEntity lead = customerLeadMapper.selectById(referral.getReferredLeadId());
+        if (lead != null) {
+            lead.setReferralFeePaid(1); // 已支付
+            customerLeadMapper.updateById(lead);
+        }
+        
+        return this.updateById(referral);
+    }
+
+    @Override
+    @Transactional(rollbackFor = Exception.class)
+    public Map<String, Object> batchSettleReferrals(Integer[] referralIds) {
+        Map<String, Object> result = new HashMap<>();
+        int successCount = 0;
+        int failCount = 0;
+        List<String> errors = new ArrayList<>();
+
+        for (Integer id : referralIds) {
+            try {
+                this.settleReferral(id);
+                successCount++;
+            } catch (Exception e) {
+                failCount++;
+                errors.add("ID[" + id + "]: " + e.getMessage());
+            }
+        }
+
+        result.put("successCount", successCount);
+        result.put("failCount", failCount);
+        result.put("errors", errors);
+        
+        return result;
+    }
+
+    @Override
+    public BigDecimal calculateReferralFee(BigDecimal dealAmount) {
+        if (dealAmount == null || dealAmount.compareTo(BigDecimal.ZERO) <= 0) {
+            return BigDecimal.ZERO;
+        }
+        return dealAmount.multiply(DEFAULT_REFERRAL_RATE).setScale(2, RoundingMode.HALF_UP);
+    }
+}
--- a/src/main/java/com/gxwebsoft/common/system/entity/UserRoleExtend.java
+++ b/src/main/java/com/gxwebsoft/common/system/entity/UserRoleExtend.java
@@ -0,0 +1,87 @@
+package com.gxwebsoft.common.system.entity;
+
+import com.baomidou.mybatisplus.annotation.IdType;
+import com.baomidou.mybatisplus.annotation.TableId;
+import com.baomidou.mybatisplus.annotation.TableName;
+import com.fasterxml.jackson.annotation.JsonFormat;
+import io.swagger.v3.oas.annotations.media.Schema;
+import lombok.Data;
+
+import java.io.Serializable;
+import java.math.BigDecimal;
+import java.time.LocalDateTime;
+
+/**
+ * 用户角色扩展实体（支持多角色）
+ *
+ * @author 科技小王子
+ * @since 2026-04-14
+ */
+@Data
+@TableName("sys_user_role_extend")
+@Schema(name = "UserRoleExtend", description = "用户角色扩展")
+public class UserRoleExtend implements Serializable {
+
+    private static final long serialVersionUID = 1L;
+
+    @Schema(description = "ID")
+    @TableId(type = IdType.AUTO)
+    private Integer id;
+
+    @Schema(description = "用户ID")
+    private Integer userId;
+
+    @Schema(description = "角色类型: admin管理员 salesman业务员 referrer推荐人")
+    private String roleType;
+
+    @Schema(description = "是否主角色 0否 1是")
+    private Integer isPrimary;
+
+    @Schema(description = "权限配置(JSON)")
+    private String permissions;
+
+    @Schema(description = "最大客资分配数(业务员)")
+    private Integer maxLeads;
+
+    @Schema(description = "佣金比例%(业务员)")
+    private BigDecimal commissionRate;
+
+    @Schema(description = "推荐奖金%(推荐人)")
+    private BigDecimal referralBonus;
+
+    @Schema(description = "状态: 0禁用 1启用")
+    private Integer status;
+
+    @Schema(description = "创建时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime createTime;
+
+    @Schema(description = "更新时间")
+    @JsonFormat(pattern = "yyyy-MM-dd HH:mm:ss")
+    private LocalDateTime updateTime;
+
+    // ========== 关联信息（非数据库字段）==========
+    @Schema(description = "用户昵称")
+    private String userName;
+
+    @Schema(description = "用户电话")
+    private String userPhone;
+
+    @Schema(description = "当前分配的客资数")
+    private Integer currentLeads;
+
+    // ========== 角色类型常量 ==========
+    public static final String ROLE_ADMIN = "admin";         // 管理员
+    public static final String ROLE_SALESMAN = "salesman";  // 业务员
+    public static final String ROLE_REFERRER = "referrer";   // 推荐人
+
+    public String getRoleTypeText() {
+        if (this.roleType == null) return "";
+        return switch (this.roleType) {
+            case ROLE_ADMIN -> "管理员";
+            case ROLE_SALESMAN -> "业务员";
+            case ROLE_REFERRER -> "推荐人";
+            default -> this.roleType;
+        };
+    }
+}