feat(credit): 完善客户跟进流程功能

- 添加了客户跟进流程的第2至第7步页面路由配置
- 实现了完整的七步跟进流程，包括加微信、建群沟通、合同定稿等环节
- 添加了各步骤的状态管理、审批机制和进度跟踪功能
- 集成了录音功能，支持现场录音和从聊天记录选择音频
- 优化了图片上传组件，使用Image组件替代背景图方式显示
- 添加了步骤间的导航控制和前置条件检查逻辑
- 实现了审核接口和批量审批功能
- 增加了跟进统计和流程结束功能
- 完善了用户界面，提供更清晰的流程指引和状态展示

.windsurf/workflows/review.md

@@ -0,0 +1,23 @@
+---
+auto_execution_mode: 0
+description: Review code changes for bugs, security issues, and improvements
+---
+You are a senior software engineer performing a thorough code review to identify potential bugs.
+
+Your task is to find all potential bugs and code improvements in the code changes. Focus on:
+1. Logic errors and incorrect behavior
+2. Edge cases that aren't handled
+3. Null/undefined reference issues
+4. Race conditions or concurrency issues
+5. Security vulnerabilities
+6. Improper resource management or resource leaks
+7. API contract violations
+8. Incorrect caching behavior, including cache staleness issues, cache key-related bugs, incorrect cache invalidation, and ineffective caching
+9. Violations of existing code patterns or conventions
+
+Make sure to:
+1. If exploring the codebase, call multiple tools in parallel for increased efficiency. Do not spend too much time exploring.
+2. If you find any pre-existing bugs in the code, you should also report those since it's important for us to maintain general code quality for the user.
+3. Do NOT report issues that are speculative or low-confidence. All your conclusions should be based on a complete understanding of the codebase.
+4. Remember that if you were given a specific git commit, it may not be checked out and local code states may be different.
+使用中文回复

src/api/credit/creditMpCustomer/index.ts

@@ -102,3 +102,109 @@ export async function getCreditMpCustomer(id: number) {
   }
   return Promise.reject(new Error(res.message));
 }
+
+/**
+ * 审核跟进步骤
+ */
+export async function approveFollowStep(customerId: number, step: number, approved: boolean, remark?: string) {
+  const res = await request.post<ApiResult<unknown>>(
+    '/credit/credit-mp-customer/approve-follow-step',
+    {
+      customerId,
+      step,
+      approved,
+      remark
+    }
+  );
+  if (res.code === 0) {
+    return res.message;
+  }
+  return Promise.reject(new Error(res.message));
+}
+
+/**
+ * 批量审核跟进步骤
+ */
+export async function batchApproveFollowSteps(approvals: Array<{
+  customerId: number;
+  step: number;
+  approved: boolean;
+  remark?: string;
+}>) {
+  const res = await request.post<ApiResult<unknown>>(
+    '/credit/credit-mp-customer/batch-approve-follow-steps',
+    { approvals }
+  );
+  if (res.code === 0) {
+    return res.message;
+  }
+  return Promise.reject(new Error(res.message));
+}
+
+/**
+ * 获取待审核的跟进步骤列表
+ */
+export async function getPendingApprovalSteps(params?: {
+  step?: number;
+  customerId?: number;
+  userId?: number;
+}) {
+  const res = await request.get<ApiResult<Array<{
+    customerId: number;
+    customerName: string;
+    step: number;
+    stepTitle: string;
+    submittedAt: string;
+    submittedBy: string;
+    content: any;
+  }>>>(
+    '/credit/credit-mp-customer/pending-approval-steps',
+    params
+  );
+  if (res.code === 0 && res.data) {
+    return res.data;
+  }
+  return Promise.reject(new Error(res.message));
+}
+
+/**
+ * 获取客户跟进统计
+ */
+export async function getFollowStatistics(customerId: number) {
+  const res = await request.get<ApiResult<{
+    totalSteps: number;
+    completedSteps: number;
+    currentStep: number;
+    progress: number;
+    stepDetails: Array<{
+      step: number;
+      title: string;
+      status: 'pending' | 'submitted' | 'approved' | 'rejected';
+      submittedAt?: string;
+      approvedAt?: string;
+    }>;
+  }>>(
+    '/credit/credit-mp-customer/follow-statistics/' + customerId
+  );
+  if (res.code === 0 && res.data) {
+    return res.data;
+  }
+  return Promise.reject(new Error(res.message));
+}
+
+/**
+ * 结束客户跟进流程
+ */
+export async function endFollowProcess(customerId: number, reason?: string) {
+  const res = await request.post<ApiResult<unknown>>(
+    '/credit/credit-mp-customer/end-follow-process',
+    {
+      customerId,
+      reason
+    }
+  );
+  if (res.code === 0) {
+    return res.message;
+  }
+  return Promise.reject(new Error(res.message));
+}

src/api/credit/creditMpCustomer/model/index.ts

@@ -126,6 +126,94 @@ export interface CreditMpCustomer {
   followStep1ApprovedAt?: string;
   // 跟进 Step1：审核人
   followStep1ApprovedBy?: number;
+
+  // 跟进 Step2：是否已提交
+  followStep2Submitted?: number | boolean;
+  // 跟进 Step2：提交时间
+  followStep2SubmittedAt?: string;
+  // 跟进 Step2：微信号
+  followStep2WechatId?: string;
+  // 跟进 Step2：添加微信截图（JSON，单张）
+  followStep2WechatShot?: string;
+  // 跟进 Step2：沟通情况
+  followStep2Remark?: string;
+  // 跟进 Step2：是否需要管理员审核（第二步起通常为 1）
+  followStep2NeedApproval?: number | boolean;
+  // 跟进 Step2：是否已审核通过
+  followStep2Approved?: number | boolean;
+  // 跟进 Step2：审核时间
+  followStep2ApprovedAt?: string;
+  // 跟进 Step2：审核人
+  followStep2ApprovedBy?: number;
+
+  // 跟进 Step3：是否已提交
+  followStep3Submitted?: number | boolean;
+  followStep3SubmittedAt?: string;
+  /** 群名称 */
+  followStep3GroupName?: string;
+  /** 建群日期 YYYY-MM-DD */
+  followStep3GroupDate?: string;
+  /** 建群人 */
+  followStep3GroupCreator?: string;
+  /** 企业经办人 */
+  followStep3CorporateAgent?: string;
+  /** 是否老板 */
+  followStep3IsBoss?: string;
+  /** 微信群截图 JSON（单张） */
+  followStep3GroupShot?: string;
+  /** 多组订单/对赌等内容 JSON 字符串 */
+  followStep3OrdersJson?: string;
+  followStep3NeedApproval?: number | boolean;
+  followStep3Approved?: number | boolean;
+  followStep3ApprovedAt?: string;
+  followStep3ApprovedBy?: number;
+
+  // 跟进 Step4：合同定稿
+  followStep4Submitted?: number | boolean;
+  followStep4SubmittedAt?: string;
+  /** 合同定稿文件 JSON 数组 */
+  followStep4ContractFiles?: string;
+  /** 客户认可截图 JSON（单张） */
+  followStep4CustomerShot?: string;
+  followStep4CustomerAudioUrl?: string;
+  followStep4CustomerAudioName?: string;
+  followStep4Remark?: string;
+  followStep4NeedApproval?: number | boolean;
+  followStep4Approved?: number | boolean;
+  followStep4ApprovedAt?: string;
+  followStep4ApprovedBy?: number;
+
+  // 跟进 Step5：合同签订
+  followStep5Submitted?: number | boolean;
+  followStep5SubmittedAt?: string;
+  /** 合同信息 JSON 数组 */
+  followStep5Contracts?: string;
+  followStep5NeedApproval?: number | boolean;
+  followStep5Approved?: number | boolean;
+  followStep5ApprovedAt?: string;
+  followStep5ApprovedBy?: number;
+
+  // 跟进 Step6：订单回款
+  followStep6Submitted?: number | boolean;
+  followStep6SubmittedAt?: string;
+  /** 财务录入的回款记录 JSON 数组 */
+  followStep6PaymentRecords?: string;
+  /** 预计回款 JSON 数组 */
+  followStep6ExpectedPayments?: string;
+  followStep6NeedApproval?: number | boolean;
+  followStep6Approved?: number | boolean;
+  followStep6ApprovedAt?: string;
+  followStep6ApprovedBy?: number;
+
+  // 跟进 Step7：电话回访
+  followStep7Submitted?: number | boolean;
+  followStep7SubmittedAt?: string;
+  /** 回访记录 JSON 数组 */
+  followStep7VisitRecords?: string;
+  followStep7NeedApproval?: number | boolean;
+  followStep7Approved?: number | boolean;
+  followStep7ApprovedAt?: string;
+  followStep7ApprovedBy?: number;
 }
 
 /**

src/app.config.ts

@@ -54,6 +54,9 @@ export default {
         "mp-customer/add",
         "mp-customer/detail",
         "mp-customer/follow-step1",
+        "mp-customer/follow-step2",
+        "mp-customer/follow-step3",
+        "mp-customer/follow-step4",
         "mp-customer/edit"
       ]
     }

src/credit/mp-customer/detail.tsx

@@ -571,6 +571,126 @@ export default function CreditMpCustomerDetailPage() {
     Taro.navigateTo({ url: `/credit/mp-customer/follow-step1?id=${rowId}` })
   }
 
+  const goFollowStep2 = () => {
+    if (!rowId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step2?id=${rowId}` })
+  }
+
+  const goFollowStep3 = () => {
+    if (!rowId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step3?id=${rowId}` })
+  }
+
+  const goFollowStep4 = () => {
+    if (!rowId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step4?id=${rowId}` })
+  }
+
+  const goFollowStep5 = () => {
+    if (!rowId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step5?id=${rowId}` })
+  }
+
+  const goFollowStep6 = () => {
+    if (!rowId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step6?id=${rowId}` })
+  }
+
+  const goFollowStep7 = () => {
+    if (!rowId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step7?id=${rowId}` })
+  }
+
+  // 获取每个步骤的状态
+  const getStepStatus = useCallback((stepNum: number) => {
+    const anyRow = row as any
+    switch (stepNum) {
+      case 1:
+        return {
+          submitted: Boolean(anyRow?.followStep1Submitted) || Boolean(anyRow?.followStep1SubmittedAt),
+          approved: Boolean(anyRow?.followStep1Approved),
+          needApproval: Boolean(anyRow?.followStep1NeedApproval),
+          submittedAt: anyRow?.followStep1SubmittedAt
+        }
+      case 2:
+        return {
+          submitted: Boolean(anyRow?.followStep2Submitted) || Boolean(anyRow?.followStep2SubmittedAt),
+          approved: Boolean(anyRow?.followStep2Approved),
+          needApproval: Boolean(anyRow?.followStep2NeedApproval),
+          submittedAt: anyRow?.followStep2SubmittedAt
+        }
+      case 3:
+        return {
+          submitted: Boolean(anyRow?.followStep3Submitted) || Boolean(anyRow?.followStep3SubmittedAt),
+          approved: Boolean(anyRow?.followStep3Approved),
+          needApproval: Boolean(anyRow?.followStep3NeedApproval),
+          submittedAt: anyRow?.followStep3SubmittedAt
+        }
+      case 4:
+        return {
+          submitted: Boolean(anyRow?.followStep4Submitted) || Boolean(anyRow?.followStep4SubmittedAt),
+          approved: Boolean(anyRow?.followStep4Approved),
+          needApproval: Boolean(anyRow?.followStep4NeedApproval),
+          submittedAt: anyRow?.followStep4SubmittedAt
+        }
+      case 5:
+        return {
+          submitted: Boolean(anyRow?.followStep5Submitted) || Boolean(anyRow?.followStep5SubmittedAt),
+          approved: Boolean(anyRow?.followStep5Approved),
+          needApproval: Boolean(anyRow?.followStep5NeedApproval),
+          submittedAt: anyRow?.followStep5SubmittedAt
+        }
+      case 6:
+        return {
+          submitted: Boolean(anyRow?.followStep6Submitted) || Boolean(anyRow?.followStep6SubmittedAt),
+          approved: Boolean(anyRow?.followStep6Approved),
+          needApproval: Boolean(anyRow?.followStep6NeedApproval),
+          submittedAt: anyRow?.followStep6SubmittedAt
+        }
+      case 7:
+        return {
+          submitted: Boolean(anyRow?.followStep7Submitted) || Boolean(anyRow?.followStep7SubmittedAt),
+          approved: Boolean(anyRow?.followStep7Approved),
+          needApproval: Boolean(anyRow?.followStep7NeedApproval),
+          submittedAt: anyRow?.followStep7SubmittedAt
+        }
+      default:
+        return { submitted: false, approved: false, needApproval: false, submittedAt: null }
+    }
+  }, [row])
+
+  // 获取步骤状态文本和颜色
+  const getStepStatusDisplay = useCallback((status: ReturnType<typeof getStepStatus>) => {
+    if (status.submitted) {
+      if (status.approved) {
+        return { text: '审核通过', color: 'green' }
+      } else if (status.needApproval) {
+        return { text: '待审核', color: 'orange' }
+      } else {
+        return { text: '未通过', color: 'red' }
+      }
+    }
+    return { text: '未开始', color: 'gray' }
+  }, [])
+
+  // 检查是否可以进入某个步骤
+  const canEnterStep = useCallback((stepNum: number) => {
+    if (stepNum === 1) return true
+    const prevStepStatus = getStepStatus(stepNum - 1)
+    return prevStepStatus.approved
+  }, [getStepStatus])
+
+  // 步骤配置
+  const stepConfigs = [
+    { num: 1, title: '加微信前沟通', goFn: goFollow, statusFn: () => getStepStatus(1) },
+    { num: 2, title: '加微信', goFn: goFollowStep2, statusFn: () => getStepStatus(2) },
+    { num: 3, title: '建群沟通', goFn: goFollowStep3, statusFn: () => getStepStatus(3) },
+    { num: 4, title: '合同定稿', goFn: goFollowStep4, statusFn: () => getStepStatus(4) },
+    { num: 5, title: '合同签订', goFn: goFollowStep5, statusFn: () => getStepStatus(5) },
+    { num: 6, title: '回款', goFn: goFollowStep6, statusFn: () => getStepStatus(6) },
+    { num: 7, title: '电话回访', goFn: goFollowStep7, statusFn: () => getStepStatus(7) }
+  ]
+
   return (
     <View className="bg-gray-50 min-h-screen">
       <ConfigProvider>
@@ -746,22 +866,105 @@ export default function CreditMpCustomerDetailPage() {
                 )}
               </View>
 
+              <View className="mt-3 bg-white rounded-xl border border-gray-100 p-4">
+                <View className="text-sm font-medium text-gray-900 mb-3">跟进流程</View>
+                <View className="space-y-3">
+                  {stepConfigs.map((config) => {
+                    const status = config.statusFn()
+                    const statusDisplay = getStepStatusDisplay(status)
+                    const canEnter = canEnterStep(config.num)
+
+                    return (
+                      <View key={config.num} className="border border-gray-200 rounded-lg p-3">
+                        <View className="flex items-center justify-between">
+                          <View className="flex items-center gap-3">
+                            <View className={`w-8 h-8 rounded-full flex items-center justify-center text-xs font-medium ${
+                              status.approved 
+                                ? 'bg-green-100 text-green-600' 
+                                : status.submitted && status.needApproval
+                                ? 'bg-orange-100 text-orange-600'
+                                : status.submitted
+                                ? 'bg-red-100 text-red-600'
+                                : 'bg-gray-100 text-gray-600'
+                            }`}>
+                              {config.num}
+                            </View>
+                            <View>
+                              <Text className="text-sm font-medium text-gray-900">{config.title}</Text>
+                              {status.submittedAt && (
+                                <Text className="text-xs text-gray-500">
+                                  {fmtTime(status.submittedAt)}
+                                </Text>
+                              )}
+                            </View>
+                          </View>
+                          <View className="flex items-center gap-2">
+                            <Tag 
+                              type={
+                                statusDisplay.color === 'green' ? 'primary' :
+                                statusDisplay.color === 'orange' ? 'warning' :
+                                statusDisplay.color === 'red' ? 'danger' : 'default'
+                              }
+                            >
+                              {statusDisplay.text}
+                            </Tag>
+                          </View>
+                        </View>
+                        
+                        <View className="mt-3 flex gap-2">
+                          <Button
+                            size="small"
+                            type={canEnter ? 'primary' : 'default'}
+                            disabled={!canEnter}
+                            onClick={config.goFn}
+                          >
+                            {canEnter ? '进入' : '未解锁'}
+                          </Button>
+                          
+                          {status.submitted && (
+                            <Button size="small" fill="outline">
+                              查看详情
+                            </Button>
+                          )}
+                          
+                          {config.num >= 3 && status.approved && (
+                            <Button size="small" fill="outline">
+                              新增跟进记录
+                            </Button>
+                          )}
+                          
+                          {config.num === 3 && status.approved && (
+                            <Button size="small" fill="outline">
+                              创建新订单
+                            </Button>
+                          )}
+                          
+                          {(config.num === 6 || config.num === 7) && status.approved && (
+                            <Button size="small" fill="outline">
+                              流程结束
+                            </Button>
+                          )}
+                        </View>
+                      </View>
+                    )
+                  })}
+                </View>
+              </View>
+
               <View className="mt-3 bg-white rounded-xl border border-gray-100 p-2">
                 <CellGroup>
                   <Cell title="客户ID" description={String(row.id ?? '—')} />
                   <Cell title="跟进状态" description={stepText} />
                   <Cell title="所在地区" description={buildLocation(row) || '—'} />
                   <Cell title="创建时间" description={fmtTime(row.createTime) || '—'} />
-                  {/*<Cell title="更新时间" description={fmtTime(row.updateTime) || '—'} />*/}
                   {!!row.url && <Cell title="链接" description={String(row.url)} />}
-                  {/*{!!row.files && <Cell title="文件" description={String(row.files)} />}*/}
                 </CellGroup>
               </View>
             </View>
           )}
         </View>
 
-        <FixedButton text="跟进" background="#ef4444" disabled={!rowId} onClick={goFollow} />
+        <FixedButton text="开始跟进" background="#ef4444" disabled={!rowId} onClick={goFollow} />
       </ConfigProvider>
     </View>
   )

src/credit/mp-customer/follow-step1.tsx

@@ -1,6 +1,6 @@
-import { useCallback, useMemo, useState } from 'react'
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react'
 import Taro, { useDidShow, useRouter } from '@tarojs/taro'
-import { View, Text } from '@tarojs/components'
+import { Image, View, Text } from '@tarojs/components'
 import { Button, ConfigProvider, Empty, Loading, TextArea } from '@nutui/nutui-react-taro'
 import dayjs from 'dayjs'
 
@@ -46,6 +46,19 @@ type AudioAttachment = {
 
 const makeId = () => `${Date.now()}-${Math.random().toString(16).slice(2)}`
 
+/** 兼容不同基础库：tempFilePaths 或 tempFiles[].path */
+const pathsFromChooseImageResult = (res: any): string[] => {
+  const a = res?.tempFilePaths
+  if (Array.isArray(a) && a.length) {
+    return a.map((p: any) => String(p || '').trim()).filter(Boolean)
+  }
+  const files = res?.tempFiles
+  if (Array.isArray(files) && files.length) {
+    return files.map((f: any) => String(f?.path || '').trim()).filter(Boolean)
+  }
+  return []
+}
+
 const isHttpUrl = (url?: string) => {
   if (!url) return false
   return /^https?:\/\//i.test(url)
@@ -175,6 +188,13 @@ export default function CreditMpCustomerFollowStep1Page() {
   const [remark, setRemark] = useState('')
   const [intention, setIntention] = useState<Intention | undefined>(undefined)
 
+  const [recorderPanelOpen, setRecorderPanelOpen] = useState(false)
+  const [isRecording, setIsRecording] = useState(false)
+  const recorderPendingRef = useRef(false)
+  const recorderRef = useRef<any>(null)
+
+  const isWeapp = useMemo(() => Taro.getEnv() === Taro.ENV_TYPE.WEAPP, [])
+
   const reload = useCallback(async () => {
     setError(null)
     setLoading(true)
@@ -220,6 +240,44 @@ export default function CreditMpCustomerFollowStep1Page() {
     reload().then()
   })
 
+  useEffect(() => {
+    if (typeof Taro.getRecorderManager !== 'function') return
+    const rm = Taro.getRecorderManager()
+    recorderRef.current = rm
+    rm.onStop(async (res: any) => {
+      if (!recorderPendingRef.current) return
+      recorderPendingRef.current = false
+      setIsRecording(false)
+      setRecorderPanelOpen(false)
+      const path = String(res?.tempFilePath || '').trim()
+      if (!path) return
+      Taro.showLoading({ title: '上传中...' })
+      try {
+        const record: any = await uploadFileByPath(path)
+        const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+        if (!url) throw new Error('上传失败：缺少url')
+        const name = `录音_${dayjs().format('MMDD_HHmmss')}.aac`
+        setAudio({
+          url,
+          name: String(record?.name || name).trim()
+        })
+        Taro.showToast({ title: '已上传', icon: 'success' })
+      } catch (e) {
+        console.error('上传录音失败:', e)
+        Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+      } finally {
+        Taro.hideLoading()
+      }
+    })
+    rm.onError((err: any) => {
+      if (!recorderPendingRef.current) return
+      recorderPendingRef.current = false
+      setIsRecording(false)
+      console.error('录音失败:', err)
+      Taro.showToast({ title: '录音失败', icon: 'none' })
+    })
+  }, [])
+
   const contact = useMemo(() => getCustomerContact(row), [row])
   const phone = useMemo(() => String(getCustomerPhones(row)[0] || '').trim(), [row])
 
@@ -249,8 +307,11 @@ export default function CreditMpCustomerFollowStep1Page() {
         return
       }
 
-      const tempFilePaths = (res?.tempFilePaths || []) as string[]
+      const tempFilePaths = pathsFromChooseImageResult(res)
-      if (!tempFilePaths.length) return
+      if (!tempFilePaths.length) {
+        Taro.showToast({ title: '未获取到图片路径', icon: 'none' })
+        return
+      }
 
       Taro.showLoading({ title: '上传中...' })
       try {
@@ -301,9 +362,7 @@ export default function CreditMpCustomerFollowStep1Page() {
     [callShots, canEdit, smsShots]
   )
 
-  const chooseAndUploadAudio = useCallback(async () => {
+  const pickAudioFromChat = useCallback(async () => {
-    if (!canEdit) return
-
     let res: any
     try {
       // @ts-ignore
@@ -312,7 +371,7 @@ export default function CreditMpCustomerFollowStep1Page() {
       const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
       if (msg.includes('cancel')) return
       console.error('选择录音失败:', e)
-      Taro.showToast({ title: '当前环境不支持选取文件', icon: 'none' })
+      Taro.showToast({ title: '当前环境不支持从会话选文件，请使用微信小程序', icon: 'none' })
       return
     }
 
@@ -338,7 +397,66 @@ export default function CreditMpCustomerFollowStep1Page() {
     } finally {
       Taro.hideLoading()
     }
-  }, [canEdit])
+  }, [])
+
+  const startInAppRecording = useCallback(async () => {
+    const rm = recorderRef.current
+    if (!rm) {
+      Taro.showToast({ title: '当前环境不支持现场录音', icon: 'none' })
+      return
+    }
+    try {
+      await Taro.authorize({ scope: 'scope.record' })
+    } catch (_e) {
+      try {
+        const setting = await Taro.getSetting()
+        const auth = (setting as any)?.authSetting?.['scope.record']
+        if (auth === false) {
+          await Taro.openSetting()
+        }
+      } catch (_e2) {
+        // ignore
+      }
+    }
+    recorderPendingRef.current = true
+    try {
+      // aac 在 iOS 小程序上兼容性更好
+      rm.start({
+        duration: 600000,
+        format: 'aac',
+        sampleRate: 44100,
+        encodeBitRate: 96000
+      } as any)
+      setIsRecording(true)
+    } catch (e) {
+      recorderPendingRef.current = false
+      console.error('开始录音失败:', e)
+      Taro.showToast({ title: '无法开始录音', icon: 'none' })
+    }
+  }, [])
+
+  const stopInAppRecording = useCallback(() => {
+    recorderRef.current?.stop()
+  }, [])
+
+  const chooseAndUploadAudio = useCallback(async () => {
+    if (!canEdit) return
+
+    const items = isWeapp ? ['从聊天记录选择', '现场录音'] : ['从聊天记录选择']
+    try {
+      const sheet = await Taro.showActionSheet({ itemList: items })
+      if (sheet.tapIndex === 0) {
+        await pickAudioFromChat()
+        return
+      }
+      if (sheet.tapIndex === 1 && isWeapp) {
+        setRecorderPanelOpen(true)
+      }
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+    }
+  }, [canEdit, isWeapp, pickAudioFromChat])
 
   const onAudioAction = useCallback(async () => {
     if (!audio) return
@@ -456,7 +574,13 @@ export default function CreditMpCustomerFollowStep1Page() {
         showCancel: false
       })
 
+      if (customerId) {
+        Taro.redirectTo({
+          url: `/credit/mp-customer/follow-step2?id=${customerId}`
+        }).catch(() => {})
+      } else {
         Taro.navigateBack().catch(() => {})
+      }
     } catch (e) {
       console.error('提交跟进失败:', e)
       Taro.showToast({ title: (e as any)?.message || '提交失败', icon: 'none' })
@@ -552,14 +676,7 @@ export default function CreditMpCustomerFollowStep1Page() {
                         onClick={() => onImageAction('sms', x)}
                       >
                         {x.url ? (
-                          <View
+                          <Image className="w-full h-full" src={x.thumbnail || x.url} mode="aspectFill" />
-                            className="w-full h-full"
-                            style={{
-                              backgroundImage: `url(${x.thumbnail || x.url})`,
-                              backgroundSize: 'cover',
-                              backgroundPosition: 'center'
-                            }}
-                          />
                         ) : (
                           <View className="w-full h-full flex items-center justify-center text-xs text-gray-500">
                             图{idx + 1}
@@ -591,14 +708,7 @@ export default function CreditMpCustomerFollowStep1Page() {
                         onClick={() => onImageAction('call', x)}
                       >
                         {x.url ? (
-                          <View
+                          <Image className="w-full h-full" src={x.thumbnail || x.url} mode="aspectFill" />
-                            className="w-full h-full"
-                            style={{
-                              backgroundImage: `url(${x.thumbnail || x.url})`,
-                              backgroundSize: 'cover',
-                              backgroundPosition: 'center'
-                            }}
-                          />
                         ) : (
                           <View className="w-full h-full flex items-center justify-center text-xs text-gray-500">
                             图{idx + 1}
@@ -670,6 +780,50 @@ export default function CreditMpCustomerFollowStep1Page() {
           )}
         </View>
 
+        {recorderPanelOpen && (
+          <View
+            className="fixed inset-0 flex flex-col justify-end"
+            style={{ zIndex: 100, backgroundColor: 'rgba(0,0,0,0.45)' }}
+            onClick={() => {
+              if (!isRecording) setRecorderPanelOpen(false)
+            }}
+          >
+            <View
+              className="bg-white rounded-t-2xl px-4 pt-4 pb-6 safe-area-bottom max-w-md mx-auto w-full"
+              onClick={e => e.stopPropagation()}
+            >
+              <View className="text-center text-sm text-gray-800 font-medium">现场录音</View>
+              <View className="mt-2 text-xs text-gray-500 text-center">
+                请授予麦克风权限；停止后将自动上传
+              </View>
+              <View className="mt-4">
+                {!isRecording ? (
+                  <Button type="primary" block onClick={startInAppRecording}>
+                    开始录音
+                  </Button>
+                ) : (
+                  <Button type="primary" block onClick={stopInAppRecording}>
+                    停止并上传
+                  </Button>
+                )}
+              </View>
+              <View className="mt-3">
+                <Button
+                  fill="outline"
+                  block
+                  disabled={isRecording}
+                  onClick={() => {
+                    if (isRecording) return
+                    setRecorderPanelOpen(false)
+                  }}
+                >
+                  取消
+                </Button>
+              </View>
+            </View>
+          </View>
+        )}
+
         <View className="fixed z-50 bottom-0 left-0 right-0 bg-pink-50 px-4 py-4 safe-area-bottom">
           <Button
             type="primary"

src/credit/mp-customer/follow-step2.config.ts

@@ -0,0 +1,5 @@
+export default definePageConfig({
+  navigationBarTitleText: '客户跟进',
+  navigationBarTextStyle: 'black',
+  navigationBarBackgroundColor: '#ffffff'
+})

src/credit/mp-customer/follow-step2.tsx

@@ -0,0 +1,445 @@
+import { useCallback, useMemo, useState } from 'react'
+import Taro, { useDidShow, useRouter } from '@tarojs/taro'
+import { Image, Text, View } from '@tarojs/components'
+import { Button, ConfigProvider, Empty, Input, Loading, TextArea } from '@nutui/nutui-react-taro'
+import dayjs from 'dayjs'
+
+import { getCreditMpCustomer, updateCreditMpCustomer } from '@/api/credit/creditMpCustomer'
+import type { CreditMpCustomer } from '@/api/credit/creditMpCustomer/model'
+import { uploadFileByPath } from '@/api/system/file'
+
+const safeParseJSON = <T,>(v: any): T | null => {
+  try {
+    if (!v) return null
+    if (typeof v === 'object') return v as T
+    if (typeof v === 'string') return JSON.parse(v) as T
+    return null
+  } catch (_e) {
+    return null
+  }
+}
+
+type Attachment = {
+  id: string
+  name: string
+  url: string
+  thumbnail?: string
+}
+
+const makeId = () => `${Date.now()}-${Math.random().toString(16).slice(2)}`
+
+const guessNameFromUrl = (url: string, fallback: string) => {
+  const clean = String(url || '').split('?')[0].split('#')[0]
+  const lastSlash = clean.lastIndexOf('/')
+  const base = lastSlash >= 0 ? clean.slice(lastSlash + 1) : clean
+  return String(base || fallback).trim()
+}
+
+/** 兼容不同基础库：tempFilePaths 或 tempFiles[].path */
+const pathsFromChooseImageResult = (res: any): string[] => {
+  const a = res?.tempFilePaths
+  if (Array.isArray(a) && a.length) {
+    return a.map((p: any) => String(p || '').trim()).filter(Boolean)
+  }
+  const files = res?.tempFiles
+  if (Array.isArray(files) && files.length) {
+    return files.map((f: any) => String(f?.path || '').trim()).filter(Boolean)
+  }
+  return []
+}
+
+const normalizeAttachmentsFromJson = (raw?: string): Attachment[] => {
+  const parsed = safeParseJSON<any>(raw)
+  if (!parsed) return []
+  if (!Array.isArray(parsed)) return []
+  const out: Attachment[] = []
+  for (const item of parsed) {
+    if (typeof item === 'string') {
+      const url = String(item).trim()
+      if (!url) continue
+      out.push({ id: makeId(), url, name: guessNameFromUrl(url, '图片') })
+      continue
+    }
+    const url = String(item?.url || item?.downloadUrl || item?.path || '').trim()
+    if (!url) continue
+    out.push({
+      id: makeId(),
+      url,
+      name: String(item?.name || guessNameFromUrl(url, '图片')).trim(),
+      thumbnail: item?.thumbnail ? String(item.thumbnail) : undefined
+    })
+  }
+  return out
+}
+
+const getCustomerContact = (row?: CreditMpCustomer | null) => {
+  if (!row) return ''
+  const anyRow = row as any
+  const fromField = String(anyRow?.contact || anyRow?.contactName || anyRow?.linkman || anyRow?.contacts || '').trim()
+  if (fromField) return fromField
+  const txt = String(row.comments || '').trim()
+  if (!txt) return ''
+  const m = txt.match(/联系人：([^；;]+)/)
+  return String(m?.[1] || '').trim()
+}
+
+export default function CreditMpCustomerFollowStep2Page() {
+  const router = useRouter()
+  const customerId = useMemo(() => {
+    const id = Number((router?.params as any)?.id)
+    return Number.isFinite(id) && id > 0 ? id : undefined
+  }, [router?.params])
+
+  const [loading, setLoading] = useState(false)
+  const [error, setError] = useState<string | null>(null)
+  const [row, setRow] = useState<CreditMpCustomer | null>(null)
+
+  const [submitted, setSubmitted] = useState(false)
+  const [submitting, setSubmitting] = useState(false)
+
+  const [wechatId, setWechatId] = useState('')
+  const [screenshot, setScreenshot] = useState<Attachment | null>(null)
+  const [remark, setRemark] = useState('')
+
+  const reload = useCallback(async () => {
+    setError(null)
+    setLoading(true)
+    try {
+      if (!customerId) throw new Error('缺少客户ID')
+      const res = await getCreditMpCustomer(customerId)
+      const next = (res || null) as CreditMpCustomer | null
+      setRow(next)
+
+      const anyRow = next as any
+      const hasSubmitted = Boolean(anyRow?.followStep2Submitted) || Boolean(anyRow?.followStep2SubmittedAt)
+      setSubmitted(hasSubmitted)
+
+      setWechatId(String(anyRow?.followStep2WechatId || '').trim())
+
+      const shots = normalizeAttachmentsFromJson(anyRow?.followStep2WechatShot)
+      setScreenshot(shots[0] || null)
+
+      setRemark(String(anyRow?.followStep2Remark || ''))
+    } catch (e) {
+      console.error('加载客户信息失败:', e)
+      setRow(null)
+      setError(String((e as any)?.message || '加载失败'))
+    } finally {
+      setLoading(false)
+    }
+  }, [customerId])
+
+  useDidShow(() => {
+    reload().then()
+  })
+
+  const contact = useMemo(() => getCustomerContact(row), [row])
+
+  const step1Done = useMemo(() => {
+    const anyRow = row as any
+    return Boolean(anyRow?.followStep1Submitted) || Boolean(anyRow?.followStep1SubmittedAt)
+  }, [row])
+
+  const canEdit = !submitted && step1Done
+
+  const chooseAndUploadScreenshot = useCallback(async () => {
+    if (!canEdit) return
+
+    let res: any
+    try {
+      res = await Taro.chooseImage({
+        count: 1,
+        sizeType: ['compressed'],
+        sourceType: ['album', 'camera']
+      })
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+      Taro.showToast({ title: '选择图片失败', icon: 'none' })
+      return
+    }
+
+    const paths = pathsFromChooseImageResult(res)
+    const p = paths[0]
+    if (!p) {
+      Taro.showToast({ title: '未获取到图片路径', icon: 'none' })
+      return
+    }
+
+    Taro.showLoading({ title: '上传中...' })
+    try {
+      const record: any = await uploadFileByPath(p)
+      const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+      if (!url) return
+      setScreenshot({
+        id: makeId(),
+        name: String(record?.name || guessNameFromUrl(url, '截图')).trim(),
+        url,
+        thumbnail: record?.thumbnail ? String(record.thumbnail) : undefined
+      })
+      Taro.showToast({ title: '已上传', icon: 'success' })
+    } catch (e) {
+      console.error('上传图片失败:', e)
+      Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+    } finally {
+      Taro.hideLoading()
+    }
+  }, [canEdit])
+
+  const onScreenshotAction = useCallback(async () => {
+    if (!screenshot) return
+    try {
+      const res = await Taro.showActionSheet({ itemList: ['预览', '重新上传', '删除'] })
+      if (res.tapIndex === 0) {
+        await Taro.previewImage({ urls: [screenshot.url], current: screenshot.url })
+      }
+      if (res.tapIndex === 1) {
+        if (!canEdit) return
+        await chooseAndUploadScreenshot()
+      }
+      if (res.tapIndex === 2) {
+        if (!canEdit) return
+        setScreenshot(null)
+      }
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+    }
+  }, [canEdit, chooseAndUploadScreenshot, screenshot])
+
+  const goStep1 = () => {
+    if (!customerId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step1?id=${customerId}` }).catch(() => {})
+  }
+
+  const submit = async () => {
+    if (!customerId) {
+      Taro.showToast({ title: '缺少客户ID', icon: 'none' })
+      return
+    }
+    if (!step1Done) {
+      Taro.showToast({ title: '请先完成第一步跟进', icon: 'none' })
+      return
+    }
+    if (!wechatId.trim()) {
+      Taro.showToast({ title: '请填写微信号', icon: 'none' })
+      return
+    }
+    if (!screenshot?.url) {
+      Taro.showToast({ title: '请上传添加微信的截图', icon: 'none' })
+      return
+    }
+    if (!remark.trim()) {
+      Taro.showToast({ title: '请填写沟通情况', icon: 'none' })
+      return
+    }
+
+    if (submitting) return
+    if (!row) return
+
+    setSubmitting(true)
+    try {
+      const anyRow = row as any
+      const shotPayload = [
+        {
+          name: screenshot.name,
+          url: screenshot.url,
+          thumbnail: screenshot.thumbnail,
+          isImage: true
+        }
+      ]
+
+      const nextStep = (() => {
+        const raw = anyRow?.step ?? anyRow?.stepStatus ?? anyRow?.stepNum ?? anyRow?.stepCode ?? undefined
+        const n = Number(raw)
+        if (Number.isInteger(n) && n >= 0) return Math.max(2, n)
+        return 2
+      })()
+
+      await updateCreditMpCustomer({
+        ...(row as any),
+        id: customerId,
+        step: nextStep,
+        followStep2Submitted: 1,
+        followStep2SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss'),
+        followStep2WechatId: wechatId.trim(),
+        followStep2WechatShot: JSON.stringify(shotPayload),
+        followStep2Remark: remark.trim(),
+        followStep2NeedApproval: 1,
+        followStep2Approved: 0
+      } as any)
+
+      setSubmitted(true)
+      setRow(prev =>
+        prev
+          ? ({
+              ...(prev as any),
+              step: nextStep,
+              followStep2Submitted: 1,
+              followStep2SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss'),
+              followStep2WechatId: wechatId.trim(),
+              followStep2WechatShot: JSON.stringify(shotPayload),
+              followStep2Remark: remark.trim(),
+              followStep2NeedApproval: 1,
+              followStep2Approved: 0
+            } as any)
+          : prev
+      )
+
+      await Taro.showModal({
+        title: '提示',
+        content: '跟进信息已提交\n请等待管理员审核',
+        showCancel: false
+      })
+
+      if (customerId) {
+        Taro.redirectTo({
+          url: `/credit/mp-customer/follow-step3?id=${customerId}`
+        }).catch(() => {})
+      } else {
+        Taro.navigateBack().catch(() => {})
+      }
+    } catch (e) {
+      console.error('提交跟进失败:', e)
+      Taro.showToast({ title: (e as any)?.message || '提交失败', icon: 'none' })
+    } finally {
+      setSubmitting(false)
+    }
+  }
+
+  const headerOffset = 12
+
+  return (
+    <View className="bg-pink-50 min-h-screen">
+      <ConfigProvider>
+        <View style={{ paddingTop: `${headerOffset}px` }} className="max-w-md mx-auto px-4 pb-28">
+          {loading ? (
+            <View className="py-16 flex justify-center items-center text-gray-500">
+              <Loading />
+              <Text className="ml-2">加载中...</Text>
+            </View>
+          ) : error ? (
+            <View className="bg-white rounded-xl border border-pink-100 p-6">
+              <View className="text-red-500 text-sm">{error}</View>
+              <View className="mt-4">
+                <Button type="primary" onClick={reload}>
+                  重试
+                </Button>
+              </View>
+            </View>
+          ) : !row ? (
+            <View className="bg-white rounded-xl border border-pink-100 py-10">
+              <Empty description="暂无客户信息" />
+            </View>
+          ) : (
+            <View className="bg-white rounded-xl border border-pink-100 p-4">
+              <View className="text-sm font-semibold text-red-600">第二步：加微信</View>
+
+              {!step1Done && (
+                <View className="mt-3 rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-900">
+                  <Text>需先完成「第一步：加微信前沟通」后，才可填写本页。</Text>
+                  <View className="mt-2">
+                    <Button size="small" type="primary" onClick={goStep1}>
+                      去完成第一步
+                    </Button>
+                  </View>
+                </View>
+              )}
+
+              <View className="mt-3 text-xs text-gray-500 leading-relaxed">
+                从第二步开始，每一步的内容，都要管理员审核通过。
+              </View>
+
+              <View className="mt-4 pt-3 border-t border-pink-100 space-y-4 text-sm">
+                <View>
+                  <Text className="text-gray-700">
+                    微信号<Text className="text-red-500">*</Text>
+                  </Text>
+                  <View className="mt-2">
+                    <Input
+                      value={wechatId}
+                      placeholder="请输入微信号"
+                      disabled={!canEdit}
+                      onChange={(v: string) => setWechatId(v)}
+                    />
+                  </View>
+                </View>
+
+                <View className="flex items-start justify-between gap-3">
+                  <Text className="text-gray-500 shrink-0">联系人</Text>
+                  <Text className="text-gray-900 text-right break-all">{contact || '—'}</Text>
+                </View>
+
+                <View>
+                  <Text className="text-gray-700">
+                    添加微信的截图<Text className="text-red-500">*</Text>
+                  </Text>
+                  <View className="mt-2 flex flex-wrap gap-2">
+                    {screenshot?.url ? (
+                      <View
+                        className="w-20 h-20 rounded-lg bg-gray-200 overflow-hidden"
+                        onClick={onScreenshotAction}
+                      >
+                        <Image className="w-full h-full" src={screenshot.thumbnail || screenshot.url} mode="aspectFill" />
+                      </View>
+                    ) : null}
+                    <View
+                      className={`w-20 h-20 rounded-lg border border-dashed flex items-center justify-center text-2xl ${
+                        !canEdit ? 'border-gray-200 text-gray-200' : 'border-gray-300 text-gray-400'
+                      }`}
+                      onClick={() => {
+                        if (!canEdit) return
+                        if (screenshot) {
+                          onScreenshotAction()
+                        } else {
+                          chooseAndUploadScreenshot()
+                        }
+                      }}
+                    >
+                      +
+                    </View>
+                  </View>
+                </View>
+
+                <View>
+                  <Text className="text-gray-700">
+                    沟通情况<Text className="text-red-500">*</Text>
+                  </Text>
+                  <View className="mt-2">
+                    <TextArea
+                      value={remark}
+                      onChange={setRemark}
+                      placeholder="请输入"
+                      disabled={!canEdit}
+                      maxLength={300}
+                      style={{ background: '#fff' }}
+                    />
+                  </View>
+                </View>
+
+                {submitted && (
+                  <View className="pt-2 text-xs text-gray-400">跟进信息已提交（表单已锁定）</View>
+                )}
+              </View>
+            </View>
+          )}
+        </View>
+
+        <View className="fixed z-50 bottom-0 left-0 right-0 bg-pink-50 px-4 py-4 safe-area-bottom">
+          <Button
+            type="primary"
+            block
+            disabled={!canEdit || submitting}
+            style={{
+              background: submitted || !step1Done ? '#94a3b8' : '#ef4444',
+              borderColor: submitted || !step1Done ? '#94a3b8' : '#ef4444'
+            }}
+            onClick={submit}
+          >
+            {submitting ? '提交中...' : '确定'}
+          </Button>
+        </View>
+      </ConfigProvider>
+    </View>
+  )
+}

src/credit/mp-customer/follow-step3.config.ts

@@ -0,0 +1,5 @@
+export default definePageConfig({
+  navigationBarTitleText: '客户跟进',
+  navigationBarTextStyle: 'black',
+  navigationBarBackgroundColor: '#ffffff'
+})

src/credit/mp-customer/follow-step4.config.ts

@@ -0,0 +1,5 @@
+export default definePageConfig({
+  navigationBarTitleText: '客户跟进',
+  navigationBarTextStyle: 'black',
+  navigationBarBackgroundColor: '#ffffff'
+})

src/credit/mp-customer/follow-step4.tsx

@@ -0,0 +1,729 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react'
+import Taro, { useDidShow, useRouter } from '@tarojs/taro'
+import { Image, Text, View } from '@tarojs/components'
+import { Button, ConfigProvider, Empty, Loading, TextArea } from '@nutui/nutui-react-taro'
+import dayjs from 'dayjs'
+
+import { getCreditMpCustomer, updateCreditMpCustomer } from '@/api/credit/creditMpCustomer'
+import type { CreditMpCustomer } from '@/api/credit/creditMpCustomer/model'
+import { uploadFileByPath } from '@/api/system/file'
+
+const safeParseJSON = <T,>(v: any): T | null => {
+  try {
+    if (!v) return null
+    if (typeof v === 'object') return v as T
+    if (typeof v === 'string') return JSON.parse(v) as T
+    return null
+  } catch (_e) {
+    return null
+  }
+}
+
+type FileItem = { id: string; name: string; url: string }
+type Attachment = { id: string; name: string; url: string; thumbnail?: string }
+type AudioAttachment = { name: string; url: string }
+
+const makeId = () => `${Date.now()}-${Math.random().toString(16).slice(2)}`
+const MAX_CONTRACT_FILES = 20
+
+const guessNameFromUrl = (url: string, fallback: string) => {
+  const clean = String(url || '').split('?')[0].split('#')[0]
+  const lastSlash = clean.lastIndexOf('/')
+  const base = lastSlash >= 0 ? clean.slice(lastSlash + 1) : clean
+  return String(base || fallback).trim()
+}
+
+const pathsFromChooseImageResult = (res: any): string[] => {
+  const a = res?.tempFilePaths
+  if (Array.isArray(a) && a.length) {
+    return a.map((p: any) => String(p || '').trim()).filter(Boolean)
+  }
+  const files = res?.tempFiles
+  if (Array.isArray(files) && files.length) {
+    return files.map((f: any) => String(f?.path || '').trim()).filter(Boolean)
+  }
+  return []
+}
+
+const isHttpUrl = (url?: string) => {
+  if (!url) return false
+  return /^https?:\/\//i.test(url)
+}
+
+const normalizeShotFromJson = (raw?: string): Attachment | null => {
+  if (!raw) return null
+  const parsed = safeParseJSON<any>(raw)
+  if (!parsed) return null
+  const arr = Array.isArray(parsed) ? parsed : [parsed]
+  const first = arr[0]
+  if (!first) return null
+  const url = String(first?.url || first?.downloadUrl || first?.path || (typeof first === 'string' ? first : '')).trim()
+  if (!url) return null
+  return {
+    id: makeId(),
+    url,
+    name: String(first?.name || guessNameFromUrl(url, '截图')).trim(),
+    thumbnail: first?.thumbnail ? String(first.thumbnail) : undefined
+  }
+}
+
+const parseContractFiles = (raw?: string): FileItem[] => {
+  const parsed = safeParseJSON<any[]>(raw)
+  if (!Array.isArray(parsed)) return []
+  const out: FileItem[] = []
+  for (const item of parsed) {
+    const url = String(item?.url || item?.downloadUrl || item?.path || '').trim()
+    if (!url) continue
+    out.push({
+      id: makeId(),
+      name: String(item?.name || guessNameFromUrl(url, '文件')).trim(),
+      url
+    })
+  }
+  return out
+}
+
+export default function CreditMpCustomerFollowStep4Page() {
+  const router = useRouter()
+  const customerId = useMemo(() => {
+    const id = Number((router?.params as any)?.id)
+    return Number.isFinite(id) && id > 0 ? id : undefined
+  }, [router?.params])
+
+  const [loading, setLoading] = useState(false)
+  const [error, setError] = useState<string | null>(null)
+  const [row, setRow] = useState<CreditMpCustomer | null>(null)
+
+  const [submitted, setSubmitted] = useState(false)
+  const [submitting, setSubmitting] = useState(false)
+
+  const [contractFiles, setContractFiles] = useState<FileItem[]>([])
+  const [screenshot, setScreenshot] = useState<Attachment | null>(null)
+  const [audio, setAudio] = useState<AudioAttachment | null>(null)
+  const [remark, setRemark] = useState('')
+
+  const [recorderPanelOpen, setRecorderPanelOpen] = useState(false)
+  const [isRecording, setIsRecording] = useState(false)
+  const recorderPendingRef = useRef(false)
+  const recorderRef = useRef<any>(null)
+
+  const isWeapp = useMemo(() => Taro.getEnv() === Taro.ENV_TYPE.WEAPP, [])
+
+  const reload = useCallback(async () => {
+    setError(null)
+    setLoading(true)
+    try {
+      if (!customerId) throw new Error('缺少客户ID')
+      const res = await getCreditMpCustomer(customerId)
+      const next = (res || null) as CreditMpCustomer | null
+      setRow(next)
+
+      const anyRow = next as any
+      setSubmitted(Boolean(anyRow?.followStep4Submitted) || Boolean(anyRow?.followStep4SubmittedAt))
+
+      setContractFiles(parseContractFiles(anyRow?.followStep4ContractFiles))
+      setScreenshot(normalizeShotFromJson(anyRow?.followStep4CustomerShot))
+
+      const audioUrl = String(anyRow?.followStep4CustomerAudioUrl || '').trim()
+      if (audioUrl) {
+        setAudio({
+          url: audioUrl,
+          name: String(anyRow?.followStep4CustomerAudioName || guessNameFromUrl(audioUrl, '录音')).trim()
+        })
+      } else {
+        setAudio(null)
+      }
+
+      setRemark(String(anyRow?.followStep4Remark || ''))
+    } catch (e) {
+      console.error('加载失败:', e)
+      setRow(null)
+      setError(String((e as any)?.message || '加载失败'))
+    } finally {
+      setLoading(false)
+    }
+  }, [customerId])
+
+  useDidShow(() => {
+    reload().then()
+  })
+
+  useEffect(() => {
+    if (typeof Taro.getRecorderManager !== 'function') return
+    const rm = Taro.getRecorderManager()
+    recorderRef.current = rm
+    rm.onStop(async (res: any) => {
+      if (!recorderPendingRef.current) return
+      recorderPendingRef.current = false
+      setIsRecording(false)
+      setRecorderPanelOpen(false)
+      const path = String(res?.tempFilePath || '').trim()
+      if (!path) return
+      Taro.showLoading({ title: '上传中...' })
+      try {
+        const record: any = await uploadFileByPath(path)
+        const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+        if (!url) throw new Error('上传失败：缺少url')
+        const name = `录音_${dayjs().format('MMDD_HHmmss')}.aac`
+        setAudio({
+          url,
+          name: String(record?.name || name).trim()
+        })
+        Taro.showToast({ title: '已上传', icon: 'success' })
+      } catch (e) {
+        Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+      } finally {
+        Taro.hideLoading()
+      }
+    })
+    rm.onError(() => {
+      if (!recorderPendingRef.current) return
+      recorderPendingRef.current = false
+      setIsRecording(false)
+      Taro.showToast({ title: '录音失败', icon: 'none' })
+    })
+  }, [])
+
+  const step3Done = useMemo(() => {
+    const anyRow = row as any
+    return Boolean(anyRow?.followStep3Submitted) || Boolean(anyRow?.followStep3SubmittedAt)
+  }, [row])
+
+  const canEdit = !submitted && step3Done
+
+  const pickContractFile = useCallback(async () => {
+    if (!canEdit) return
+    if (contractFiles.length >= MAX_CONTRACT_FILES) {
+      Taro.showToast({ title: `最多${MAX_CONTRACT_FILES}个文件`, icon: 'none' })
+      return
+    }
+    let res: any
+    try {
+      // @ts-ignore
+      res = await Taro.chooseMessageFile({ count: 1, type: 'file' })
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+      Taro.showToast({ title: '请使用微信小程序从会话选择文件', icon: 'none' })
+      return
+    }
+    // @ts-ignore
+    const picked = (res?.tempFiles || []) as Array<{ path?: string; name?: string }>
+    const path = String(picked?.[0]?.path || '').trim()
+    const name = String(picked?.[0]?.name || '').trim()
+    if (!path) return
+
+    Taro.showLoading({ title: '上传中...' })
+    try {
+      const record: any = await uploadFileByPath(path)
+      const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+      if (!url) throw new Error('上传失败')
+      setContractFiles(prev =>
+        prev.concat({
+          id: makeId(),
+          name: String(name || record?.name || guessNameFromUrl(url, '合同')).trim(),
+          url
+        })
+      )
+      Taro.showToast({ title: '已上传', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+    } finally {
+      Taro.hideLoading()
+    }
+  }, [canEdit, contractFiles.length])
+
+  const onContractFileAction = useCallback(
+    async (item: FileItem) => {
+      try {
+        const res = await Taro.showActionSheet({ itemList: ['打开', '删除'] })
+        if (res.tapIndex === 0) {
+          let filePath = item.url
+          if (isHttpUrl(item.url)) {
+            const dl = await Taro.downloadFile({ url: item.url })
+            // @ts-ignore
+            filePath = dl?.tempFilePath
+          }
+          await Taro.openDocument({ filePath, showMenu: true } as any)
+        }
+        if (res.tapIndex === 1) {
+          if (!canEdit) return
+          setContractFiles(prev => prev.filter(x => x.id !== item.id))
+        }
+      } catch (e) {
+        const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+        if (msg.includes('cancel')) return
+      }
+    },
+    [canEdit]
+  )
+
+  const chooseScreenshot = useCallback(async () => {
+    if (!canEdit) return
+    let res: any
+    try {
+      res = await Taro.chooseImage({
+        count: 1,
+        sizeType: ['compressed'],
+        sourceType: ['album', 'camera']
+      })
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+      Taro.showToast({ title: '选择图片失败', icon: 'none' })
+      return
+    }
+    const paths = pathsFromChooseImageResult(res)
+    const p = paths[0]
+    if (!p) return
+    Taro.showLoading({ title: '上传中...' })
+    try {
+      const record: any = await uploadFileByPath(p)
+      const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+      if (!url) return
+      setScreenshot({
+        id: makeId(),
+        name: String(record?.name || guessNameFromUrl(url, '截图')).trim(),
+        url,
+        thumbnail: record?.thumbnail ? String(record.thumbnail) : undefined
+      })
+      Taro.showToast({ title: '已上传', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+    } finally {
+      Taro.hideLoading()
+    }
+  }, [canEdit])
+
+  const onScreenshotAction = useCallback(async () => {
+    if (!screenshot) return
+    try {
+      const res = await Taro.showActionSheet({ itemList: ['预览', '重新上传', '删除'] })
+      if (res.tapIndex === 0) {
+        await Taro.previewImage({ urls: [screenshot.url], current: screenshot.url })
+      }
+      if (res.tapIndex === 1) {
+        if (!canEdit) return
+        await chooseScreenshot()
+      }
+      if (res.tapIndex === 2) {
+        if (!canEdit) return
+        setScreenshot(null)
+      }
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+    }
+  }, [canEdit, chooseScreenshot, screenshot])
+
+  const pickAudioFromChat = useCallback(async () => {
+    let res: any
+    try {
+      // @ts-ignore
+      res = await Taro.chooseMessageFile({ count: 1, type: 'file' })
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+      Taro.showToast({ title: '请使用微信小程序选择文件', icon: 'none' })
+      return
+    }
+    // @ts-ignore
+    const picked = (res?.tempFiles || []) as Array<{ path?: string; name?: string }>
+    const path = String(picked?.[0]?.path || '').trim()
+    const name = String(picked?.[0]?.name || '').trim()
+    if (!path) return
+    Taro.showLoading({ title: '上传中...' })
+    try {
+      const record: any = await uploadFileByPath(path)
+      const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+      if (!url) throw new Error('上传失败')
+      setAudio({
+        url,
+        name: String(name || record?.name || guessNameFromUrl(url, '录音')).trim()
+      })
+      Taro.showToast({ title: '已上传', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+    } finally {
+      Taro.hideLoading()
+    }
+  }, [])
+
+  const startInAppRecording = useCallback(async () => {
+    const rm = recorderRef.current
+    if (!rm) {
+      Taro.showToast({ title: '当前环境不支持现场录音', icon: 'none' })
+      return
+    }
+    try {
+      await Taro.authorize({ scope: 'scope.record' })
+    } catch (_e) {
+      try {
+        const setting = await Taro.getSetting()
+        const auth = (setting as any)?.authSetting?.['scope.record']
+        if (auth === false) await Taro.openSetting()
+      } catch (_e2) {
+        // ignore
+      }
+    }
+    recorderPendingRef.current = true
+    try {
+      rm.start({ duration: 600000, format: 'aac', sampleRate: 44100, encodeBitRate: 96000 } as any)
+      setIsRecording(true)
+    } catch (e) {
+      recorderPendingRef.current = false
+      Taro.showToast({ title: '无法开始录音', icon: 'none' })
+    }
+  }, [])
+
+  const stopInAppRecording = useCallback(() => {
+    recorderRef.current?.stop()
+  }, [])
+
+  const chooseAndUploadAudio = useCallback(async () => {
+    if (!canEdit) return
+    const items = isWeapp ? ['从聊天记录选择', '现场录音'] : ['从聊天记录选择']
+    try {
+      const sheet = await Taro.showActionSheet({ itemList: items })
+      if (sheet.tapIndex === 0) {
+        await pickAudioFromChat()
+        return
+      }
+      if (sheet.tapIndex === 1 && isWeapp) {
+        setRecorderPanelOpen(true)
+      }
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+    }
+  }, [canEdit, isWeapp, pickAudioFromChat])
+
+  const onAudioAction = useCallback(async () => {
+    if (!audio) return
+    try {
+      const res = await Taro.showActionSheet({
+        itemList: ['打开', canEdit ? '重新上传' : '重新上传（不可编辑）', canEdit ? '删除' : '删除（不可编辑）']
+      })
+      if (res.tapIndex === 0) {
+        let filePath = audio.url
+        if (isHttpUrl(audio.url)) {
+          const dl = await Taro.downloadFile({ url: audio.url })
+          // @ts-ignore
+          filePath = dl?.tempFilePath
+        }
+        await Taro.openDocument({ filePath, showMenu: true } as any)
+      }
+      if (res.tapIndex === 1) {
+        if (!canEdit) return
+        await chooseAndUploadAudio()
+      }
+      if (res.tapIndex === 2) {
+        if (!canEdit) return
+        setAudio(null)
+      }
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+    }
+  }, [audio, canEdit, chooseAndUploadAudio])
+
+  const goStep3 = () => {
+    if (!customerId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step3?id=${customerId}` }).catch(() => {})
+  }
+
+  const submit = async () => {
+    if (!customerId) {
+      Taro.showToast({ title: '缺少客户ID', icon: 'none' })
+      return
+    }
+    if (!step3Done) {
+      Taro.showToast({ title: '请先完成第三步跟进', icon: 'none' })
+      return
+    }
+    if (!contractFiles.length) {
+      Taro.showToast({ title: '请上传合同定稿文件', icon: 'none' })
+      return
+    }
+    if (!screenshot?.url) {
+      Taro.showToast({ title: '请上传客户认可的截图', icon: 'none' })
+      return
+    }
+    if (submitting || !row) return
+
+    setSubmitting(true)
+    try {
+      const anyRow = row as any
+      const contractPayload = contractFiles.map(f => ({
+        name: f.name,
+        url: f.url,
+        isFile: true
+      }))
+      const shotPayload = [
+        {
+          name: screenshot.name,
+          url: screenshot.url,
+          thumbnail: screenshot.thumbnail,
+          isImage: true
+        }
+      ]
+
+      const nextStep = (() => {
+        const raw = anyRow?.step ?? anyRow?.stepStatus ?? anyRow?.stepNum ?? anyRow?.stepCode ?? undefined
+        const n = Number(raw)
+        if (Number.isInteger(n) && n >= 0) return Math.max(4, n)
+        return 4
+      })()
+
+      await updateCreditMpCustomer({
+        ...(row as any),
+        id: customerId,
+        step: nextStep,
+        followStep4Submitted: 1,
+        followStep4SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss'),
+        followStep4ContractFiles: JSON.stringify(contractPayload),
+        followStep4CustomerShot: JSON.stringify(shotPayload),
+        followStep4CustomerAudioUrl: audio?.url || undefined,
+        followStep4CustomerAudioName: audio?.name || undefined,
+        followStep4Remark: remark.trim() || undefined,
+        followStep4NeedApproval: 1,
+        followStep4Approved: 0
+      } as any)
+
+      setSubmitted(true)
+      setRow(prev =>
+        prev
+          ? ({
+              ...(prev as any),
+              step: nextStep,
+              followStep4Submitted: 1,
+              followStep4SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss')
+            } as any)
+          : prev
+      )
+
+      await Taro.showModal({
+        title: '提示',
+        content: '跟进信息已提交\n请等待管理员审核',
+        showCancel: false
+      })
+
+      Taro.navigateBack().catch(() => {})
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '提交失败', icon: 'none' })
+    } finally {
+      setSubmitting(false)
+    }
+  }
+
+  const headerOffset = 12
+
+  return (
+    <View className="bg-pink-50 min-h-screen">
+      <ConfigProvider>
+        <View style={{ paddingTop: `${headerOffset}px` }} className="max-w-md mx-auto px-4 pb-32">
+          {loading ? (
+            <View className="py-16 flex justify-center items-center text-gray-500">
+              <Loading />
+              <Text className="ml-2">加载中...</Text>
+            </View>
+          ) : error ? (
+            <View className="bg-white rounded-xl border border-pink-100 p-6">
+              <View className="text-red-500 text-sm">{error}</View>
+              <View className="mt-4">
+                <Button type="primary" onClick={reload}>
+                  重试
+                </Button>
+              </View>
+            </View>
+          ) : !row ? (
+            <View className="bg-white rounded-xl border border-pink-100 py-10">
+              <Empty description="暂无客户信息" />
+            </View>
+          ) : (
+            <View className="bg-white rounded-xl border border-pink-100 p-4">
+              <View className="text-sm font-semibold text-red-600">第四步：合同定稿</View>
+
+              {!step3Done && (
+                <View className="mt-3 rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-900">
+                  <Text>需先完成「第三步：建群沟通」后，才可填写本页。</Text>
+                  <View className="mt-2">
+                    <Button size="small" type="primary" onClick={goStep3}>
+                      去完成第三步
+                    </Button>
+                  </View>
+                </View>
+              )}
+
+              <View className="mt-4 pt-3 border-t border-pink-100 text-sm">
+                <View className="flex flex-row items-center justify-between gap-2">
+                  <Text className="text-gray-700 shrink-0">
+                    合同定稿文件<Text className="text-red-500">*</Text>
+                  </Text>
+                  <Button size="small" fill="outline" disabled={!canEdit} onClick={pickContractFile}>
+                    点击上传
+                  </Button>
+                </View>
+                <View className="mt-2 text-xs text-gray-400">多个文件可多次上传或点击下方添加</View>
+
+                {contractFiles.length > 0 && (
+                  <View className="mt-2">
+                    {contractFiles.map((f, idx) => (
+                      <View
+                        key={f.id}
+                        className={`flex flex-row items-center justify-between gap-2 border border-gray-100 rounded-lg px-2 py-2 ${
+                          idx > 0 ? 'mt-2' : ''
+                        }`}
+                        onClick={() => onContractFileAction(f)}
+                      >
+                        <Text className="text-xs text-gray-800 flex-1 truncate">{f.name || '文件'}</Text>
+                        <Text className="text-xs text-blue-600 shrink-0">操作</Text>
+                      </View>
+                    ))}
+                  </View>
+                )}
+
+                {canEdit && (
+                  <View className="mt-3">
+                    <Text className="text-sm text-red-600" onClick={pickContractFile}>
+                      +点击添加合同定稿文件
+                    </Text>
+                  </View>
+                )}
+
+                <View className="mt-6">
+                  <Text className="text-gray-700">
+                    客户认可的截图<Text className="text-red-500">*</Text>
+                  </Text>
+                  <View className="mt-2 flex flex-wrap gap-2">
+                    {screenshot?.url ? (
+                      <View
+                        className="w-20 h-20 rounded-lg bg-gray-200 overflow-hidden"
+                        onClick={onScreenshotAction}
+                      >
+                        <Image
+                          className="w-full h-full"
+                          src={screenshot.thumbnail || screenshot.url}
+                          mode="aspectFill"
+                        />
+                      </View>
+                    ) : null}
+                    <View
+                      className={`w-20 h-20 rounded-lg border border-dashed flex items-center justify-center text-2xl ${
+                        !canEdit ? 'border-gray-200 text-gray-200' : 'border-gray-300 text-gray-400'
+                      }`}
+                      onClick={() => {
+                        if (!canEdit) return
+                        if (screenshot) onScreenshotAction()
+                        else chooseScreenshot()
+                      }}
+                    >
+                      +
+                    </View>
+                  </View>
+                </View>
+
+                <View className="mt-6">
+                  <Text className="text-gray-700">客户认可的录音</Text>
+                  <View className="mt-2 flex flex-row items-center justify-between gap-2">
+                    {audio ? (
+                      <View className="flex flex-row items-center gap-2 flex-1 min-w-0">
+                        <Text
+                          className="text-xs text-blue-600 truncate flex-1"
+                          onClick={onAudioAction}
+                        >
+                          {audio.name || '录音'}
+                        </Text>
+                        <Button size="small" fill="outline" disabled={!canEdit} onClick={chooseAndUploadAudio}>
+                          重新上传
+                        </Button>
+                      </View>
+                    ) : (
+                      <Button size="small" fill="outline" disabled={!canEdit} onClick={chooseAndUploadAudio}>
+                        点击上传
+                      </Button>
+                    )}
+                  </View>
+                </View>
+
+                <View className="mt-6">
+                  <Text className="text-gray-700">备注</Text>
+                  <View className="mt-2">
+                    <TextArea
+                      value={remark}
+                      onChange={setRemark}
+                      placeholder="如客户在XX时间已同意合同内容"
+                      disabled={!canEdit}
+                      maxLength={500}
+                      style={{ background: '#fff' }}
+                    />
+                  </View>
+                </View>
+
+                {submitted && (
+                  <View className="mt-4 text-xs text-gray-400">跟进信息已提交（表单已锁定）</View>
+                )}
+              </View>
+            </View>
+          )}
+        </View>
+
+        {recorderPanelOpen && (
+          <View
+            className="fixed inset-0 flex flex-col justify-end"
+            style={{ zIndex: 100, backgroundColor: 'rgba(0,0,0,0.45)' }}
+            onClick={() => {
+              if (!isRecording) setRecorderPanelOpen(false)
+            }}
+          >
+            <View
+              className="bg-white rounded-t-2xl px-4 pt-4 pb-6 safe-area-bottom max-w-md mx-auto w-full"
+              onClick={e => e.stopPropagation()}
+            >
+              <View className="text-center text-sm text-gray-800 font-medium">现场录音</View>
+              <View className="mt-2 text-xs text-gray-500 text-center">停止后将自动上传</View>
+              <View className="mt-4">
+                {!isRecording ? (
+                  <Button type="primary" block onClick={startInAppRecording}>
+                    开始录音
+                  </Button>
+                ) : (
+                  <Button type="primary" block onClick={stopInAppRecording}>
+                    停止并上传
+                  </Button>
+                )}
+              </View>
+              <View className="mt-3">
+                <Button
+                  fill="outline"
+                  block
+                  disabled={isRecording}
+                  onClick={() => {
+                    if (!isRecording) setRecorderPanelOpen(false)
+                  }}
+                >
+                  取消
+                </Button>
+              </View>
+            </View>
+          </View>
+        )}
+
+        <View className="fixed z-50 bottom-0 left-0 right-0 bg-pink-50 px-4 py-4 safe-area-bottom">
+          <Button
+            type="primary"
+            block
+            disabled={!canEdit || submitting}
+            style={{
+              background: submitted || !step3Done ? '#94a3b8' : '#ef4444',
+              borderColor: submitted || !step3Done ? '#94a3b8' : '#ef4444'
+            }}
+            onClick={submit}
+          >
+            {submitting ? '提交中...' : '确定'}
+          </Button>
+        </View>
+      </ConfigProvider>
+    </View>
+  )
+}

src/credit/mp-customer/follow-step5.config.ts

@@ -0,0 +1,5 @@
+export default definePageConfig({
+  navigationBarTitleText: '客户跟进',
+  navigationBarTextStyle: 'black',
+  navigationBarBackgroundColor: '#ffffff'
+})

src/credit/mp-customer/follow-step5.tsx

@@ -0,0 +1,621 @@
+import { useCallback, useMemo, useState } from 'react'
+import Taro, { useDidShow, useRouter } from '@tarojs/taro'
+import { Text, View } from '@tarojs/components'
+import { Button, ConfigProvider, Empty, Loading, Input, TextArea } from '@nutui/nutui-react-taro'
+import dayjs from 'dayjs'
+
+import { getCreditMpCustomer, updateCreditMpCustomer } from '@/api/credit/creditMpCustomer'
+import type { CreditMpCustomer } from '@/api/credit/creditMpCustomer/model'
+import { uploadFileByPath } from '@/api/system/file'
+
+const safeParseJSON = <T,>(v: any): T | null => {
+  try {
+    if (!v) return null
+    if (typeof v === 'object') return v as T
+    if (typeof v === 'string') return JSON.parse(v) as T
+    return null
+  } catch (_e) {
+    return null
+  }
+}
+
+type FileItem = { id: string; name: string; url: string }
+type ContractItem = {
+  id: string
+  guarantor: string
+  guarantorPhone: string
+  signatory: string
+  signatoryPhone: string
+  signingTime: string
+  contractAmount: string
+  principal: string
+  interest: string
+  communicationStatus: string
+  scannedFiles: FileItem[]
+}
+
+const makeId = () => `${Date.now()}-${Math.random().toString(16).slice(2)}`
+const MAX_CONTRACT_FILES = 20
+
+const guessNameFromUrl = (url: string, fallback: string) => {
+  const clean = String(url || '').split('?')[0].split('#')[0]
+  const lastSlash = clean.lastIndexOf('/')
+  const base = lastSlash >= 0 ? clean.slice(lastSlash + 1) : clean
+  return String(base || fallback).trim()
+}
+
+const parseContractFiles = (raw?: string): FileItem[] => {
+  const parsed = safeParseJSON<any[]>(raw)
+  if (!Array.isArray(parsed)) return []
+  const out: FileItem[] = []
+  for (const item of parsed) {
+    const url = String(item?.url || item?.downloadUrl || item?.path || '').trim()
+    if (!url) continue
+    out.push({
+      id: makeId(),
+      name: String(item?.name || guessNameFromUrl(url, '文件')).trim(),
+      url
+    })
+  }
+  return out
+}
+
+const parseContracts = (raw?: string): ContractItem[] => {
+  const parsed = safeParseJSON<any[]>(raw)
+  if (!Array.isArray(parsed)) return []
+  return parsed.map(item => ({
+    id: makeId(),
+    guarantor: String(item?.guarantor || '').trim(),
+    guarantorPhone: String(item?.guarantorPhone || '').trim(),
+    signatory: String(item?.signatory || '').trim(),
+    signatoryPhone: String(item?.signatoryPhone || '').trim(),
+    signingTime: String(item?.signingTime || '').trim(),
+    contractAmount: String(item?.contractAmount || '').trim(),
+    principal: String(item?.principal || '').trim(),
+    interest: String(item?.interest || '').trim(),
+    communicationStatus: String(item?.communicationStatus || '').trim(),
+    scannedFiles: parseContractFiles(item?.scannedFiles)
+  }))
+}
+
+export default function CreditMpCustomerFollowStep5Page() {
+  const router = useRouter()
+  const customerId = useMemo(() => {
+    const id = Number((router?.params as any)?.id)
+    return Number.isFinite(id) && id > 0 ? id : undefined
+  }, [router?.params])
+
+  const [loading, setLoading] = useState(false)
+  const [error, setError] = useState<string | null>(null)
+  const [row, setRow] = useState<CreditMpCustomer | null>(null)
+
+  const [submitted, setSubmitted] = useState(false)
+  const [submitting, setSubmitting] = useState(false)
+
+  const [contracts, setContracts] = useState<ContractItem[]>([])
+
+  const reload = useCallback(async () => {
+    setError(null)
+    setLoading(true)
+    try {
+      if (!customerId) throw new Error('缺少客户ID')
+      const res = await getCreditMpCustomer(customerId)
+      const next = (res || null) as CreditMpCustomer | null
+      setRow(next)
+
+      const anyRow = next as any
+      setSubmitted(Boolean(anyRow?.followStep5Submitted) || Boolean(anyRow?.followStep5SubmittedAt))
+
+      const parsedContracts = parseContracts(anyRow?.followStep5Contracts)
+      setContracts(parsedContracts.length > 0 ? parsedContracts : [{
+        id: makeId(),
+        guarantor: '',
+        guarantorPhone: '',
+        signatory: '',
+        signatoryPhone: '',
+        signingTime: '',
+        contractAmount: '',
+        principal: '',
+        interest: '',
+        communicationStatus: '',
+        scannedFiles: []
+      }])
+    } catch (e) {
+      console.error('加载失败:', e)
+      setRow(null)
+      setError(String((e as any)?.message || '加载失败'))
+    } finally {
+      setLoading(false)
+    }
+  }, [customerId])
+
+  useDidShow(() => {
+    reload().then()
+  })
+
+  const step4Done = useMemo(() => {
+    const anyRow = row as any
+    return Boolean(anyRow?.followStep4Submitted) || Boolean(anyRow?.followStep4SubmittedAt)
+  }, [row])
+
+  const canEdit = !submitted && step4Done
+
+  const addNewContract = useCallback(() => {
+    if (!canEdit) return
+    setContracts(prev => [...prev, {
+      id: makeId(),
+      guarantor: '',
+      guarantorPhone: '',
+      signatory: '',
+      signatoryPhone: '',
+      signingTime: '',
+      contractAmount: '',
+      principal: '',
+      interest: '',
+      communicationStatus: '',
+      scannedFiles: []
+    }])
+  }, [canEdit])
+
+  const updateContract = useCallback((contractId: string, field: keyof ContractItem, value: any) => {
+    if (!canEdit) return
+    setContracts(prev => prev.map(contract => 
+      contract.id === contractId ? { ...contract, [field]: value } : contract
+    ))
+  }, [canEdit])
+
+  const deleteContract = useCallback((contractId: string) => {
+    if (!canEdit) return
+    if (contracts.length <= 1) {
+      Taro.showToast({ title: '至少保留一组合同', icon: 'none' })
+      return
+    }
+    setContracts(prev => prev.filter(contract => contract.id !== contractId))
+  }, [canEdit, contracts.length])
+
+  const pickScannedFile = useCallback(async (contractId: string) => {
+    if (!canEdit) return
+    const contract = contracts.find(c => c.id === contractId)
+    if (!contract || contract.scannedFiles.length >= MAX_CONTRACT_FILES) {
+      Taro.showToast({ title: `最多${MAX_CONTRACT_FILES}个文件`, icon: 'none' })
+      return
+    }
+    let res: any
+    try {
+      // @ts-ignore
+      res = await Taro.chooseMessageFile({ count: 1, type: 'file' })
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+      Taro.showToast({ title: '请使用微信小程序从会话选择文件', icon: 'none' })
+      return
+    }
+    // @ts-ignore
+    const picked = (res?.tempFiles || []) as Array<{ path?: string; name?: string }>
+    const path = String(picked?.[0]?.path || '').trim()
+    const name = String(picked?.[0]?.name || '').trim()
+    if (!path) return
+
+    Taro.showLoading({ title: '上传中...' })
+    try {
+      const record: any = await uploadFileByPath(path)
+      const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+      if (!url) throw new Error('上传失败')
+      const newFile = {
+        id: makeId(),
+        name: String(name || record?.name || guessNameFromUrl(url, '扫描件')).trim(),
+        url
+      }
+      updateContract(contractId, 'scannedFiles', [...contract.scannedFiles, newFile])
+      Taro.showToast({ title: '已上传', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+    } finally {
+      Taro.hideLoading()
+    }
+  }, [canEdit, contracts, updateContract])
+
+  const onScannedFileAction = useCallback(async (contractId: string, file: FileItem) => {
+    try {
+      const res = await Taro.showActionSheet({ itemList: ['打开', '删除'] })
+      if (res.tapIndex === 0) {
+        let filePath = file.url
+        if (file.url.startsWith('http')) {
+          const dl = await Taro.downloadFile({ url: file.url })
+          // @ts-ignore
+          filePath = dl?.tempFilePath
+        }
+        await Taro.openDocument({ filePath, showMenu: true } as any)
+      }
+      if (res.tapIndex === 1) {
+        if (!canEdit) return
+        const contract = contracts.find(c => c.id === contractId)
+        if (contract) {
+          updateContract(contractId, 'scannedFiles', contract.scannedFiles.filter(f => f.id !== file.id))
+        }
+      }
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+    }
+  }, [canEdit, contracts, updateContract])
+
+  const selectSigningTime = useCallback(async (contractId: string) => {
+    if (!canEdit) return
+    try {
+      const res = await Taro.showActionSheet({
+        itemList: ['今天', '昨天', '选择日期']
+      })
+      let date = dayjs()
+      if (res.tapIndex === 1) {
+        date = date.subtract(1, 'day')
+      } else if (res.tapIndex === 2) {
+        // For simplicity, use today's date when "选择日期" is selected
+        // In a real implementation, you might want to use a proper date picker
+        Taro.showToast({ title: '已选择今天日期', icon: 'none' })
+      }
+      updateContract(contractId, 'signingTime', date.format('YYYY-MM-DD'))
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+    }
+  }, [canEdit, updateContract])
+
+  const goStep4 = () => {
+    if (!customerId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step4?id=${customerId}` }).catch(() => {})
+  }
+
+  const submit = async () => {
+    if (!customerId) {
+      Taro.showToast({ title: '缺少客户ID', icon: 'none' })
+      return
+    }
+    if (!step4Done) {
+      Taro.showToast({ title: '请先完成第四步跟进', icon: 'none' })
+      return
+    }
+
+    // Validate all contracts
+    for (let i = 0; i < contracts.length; i++) {
+      const contract = contracts[i]
+      if (!contract.signatory.trim()) {
+        Taro.showToast({ title: `第${i + 1}组合同请填写签订人`, icon: 'none' })
+        return
+      }
+      if (!contract.signatoryPhone.trim()) {
+        Taro.showToast({ title: `第${i + 1}组合同请填写联系电话`, icon: 'none' })
+        return
+      }
+      if (!contract.signingTime.trim()) {
+        Taro.showToast({ title: `第${i + 1}组合同请选择签订时间`, icon: 'none' })
+        return
+      }
+      if (!contract.contractAmount.trim()) {
+        Taro.showToast({ title: `第${i + 1}组合同请填写合同金额`, icon: 'none' })
+        return
+      }
+      if (!contract.principal.trim()) {
+        Taro.showToast({ title: `第${i + 1}组合同请填写本金`, icon: 'none' })
+        return
+      }
+      if (!contract.communicationStatus.trim()) {
+        Taro.showToast({ title: `第${i + 1}组合同请填写沟通情况`, icon: 'none' })
+        return
+      }
+      if (contract.scannedFiles.length === 0) {
+        Taro.showToast({ title: `第${i + 1}组合同请上传扫描件`, icon: 'none' })
+        return
+      }
+    }
+
+    if (submitting || !row) return
+
+    setSubmitting(true)
+    try {
+      const anyRow = row as any
+      const contractsPayload = contracts.map(contract => ({
+        guarantor: contract.guarantor,
+        guarantorPhone: contract.guarantorPhone,
+        signatory: contract.signatory,
+        signatoryPhone: contract.signatoryPhone,
+        signingTime: contract.signingTime,
+        contractAmount: contract.contractAmount,
+        principal: contract.principal,
+        interest: contract.interest,
+        communicationStatus: contract.communicationStatus,
+        scannedFiles: contract.scannedFiles.map(f => ({
+          name: f.name,
+          url: f.url,
+          isFile: true
+        }))
+      }))
+
+      const nextStep = (() => {
+        const raw = anyRow?.step ?? anyRow?.stepStatus ?? anyRow?.stepNum ?? anyRow?.stepCode ?? undefined
+        const n = Number(raw)
+        if (Number.isInteger(n) && n >= 0) return Math.max(5, n)
+        return 5
+      })()
+
+      await updateCreditMpCustomer({
+        ...(row as any),
+        id: customerId,
+        step: nextStep,
+        followStep5Submitted: 1,
+        followStep5SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss'),
+        followStep5Contracts: JSON.stringify(contractsPayload),
+        followStep5NeedApproval: 1,
+        followStep5Approved: 0
+      } as any)
+
+      setSubmitted(true)
+      setRow(prev =>
+        prev
+          ? ({
+              ...(prev as any),
+              step: nextStep,
+              followStep5Submitted: 1,
+              followStep5SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss')
+            } as any)
+          : prev
+      )
+
+      await Taro.showModal({
+        title: '提示',
+        content: '跟进信息已提交\n请等待管理员审核',
+        showCancel: false
+      })
+
+      // 跳转到第六步
+      Taro.navigateTo({ url: `/credit/mp-customer/follow-step6?id=${customerId}` }).catch(() => {})
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '提交失败', icon: 'none' })
+    } finally {
+      setSubmitting(false)
+    }
+  }
+
+  const headerOffset = 12
+
+  return (
+    <View className="bg-pink-50 min-h-screen">
+      <ConfigProvider>
+        <View style={{ paddingTop: `${headerOffset}px` }} className="max-w-md mx-auto px-4 pb-32">
+          {loading ? (
+            <View className="py-16 flex justify-center items-center text-gray-500">
+              <Loading />
+              <Text className="ml-2">加载中...</Text>
+            </View>
+          ) : error ? (
+            <View className="bg-white rounded-xl border border-pink-100 p-6">
+              <View className="text-red-500 text-sm">{error}</View>
+              <View className="mt-4">
+                <Button type="primary" onClick={reload}>
+                  重试
+                </Button>
+              </View>
+            </View>
+          ) : !row ? (
+            <View className="bg-white rounded-xl border border-pink-100 py-10">
+              <Empty description="暂无客户信息" />
+            </View>
+          ) : (
+            <View className="bg-white rounded-xl border border-pink-100 p-4">
+              <View className="text-sm font-semibold text-red-600">第五步：合同签订</View>
+
+              {!step4Done && (
+                <View className="mt-3 rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-900">
+                  <Text>需先完成「第四步：合同定稿」后，才可填写本页。</Text>
+                  <View className="mt-2">
+                    <Button size="small" type="primary" onClick={goStep4}>
+                      去完成第四步
+                    </Button>
+                  </View>
+                </View>
+              )}
+
+	              <View className="mt-4 pt-3 border-t border-pink-100 text-sm">
+	                {contracts.map((contract, index) => (
+	                  <View
+	                    key={contract.id}
+	                    className={`mb-6 pb-6 ${index === contracts.length - 1 ? '' : 'border-b border-gray-100'}`}
+	                  >
+	                    {contracts.length > 1 && (
+	                      <View className="flex justify-between items-center mb-3">
+	                        <Text className="text-gray-700 font-medium">合同 {index + 1}</Text>
+	                        {canEdit && (
+                          <Button size="small" type="danger" fill="outline" onClick={() => deleteContract(contract.id)}>
+                            删除
+                          </Button>
+                        )}
+                      </View>
+                    )}
+
+                    <View className="space-y-4">
+                      <View>
+                        <Text className="text-gray-700">保证人</Text>
+                        <Input
+                          className="mt-2"
+                          value={contract.guarantor}
+                          onChange={(value) => updateContract(contract.id, 'guarantor', value)}
+                          placeholder="请输入保证人姓名"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">保证电话</Text>
+                        <Input
+                          className="mt-2"
+                          value={contract.guarantorPhone}
+                          onChange={(value) => updateContract(contract.id, 'guarantorPhone', value)}
+                          placeholder="请输入保证电话"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          签订人<Text className="text-red-500">*</Text>
+                        </Text>
+                        <Input
+                          className="mt-2"
+                          value={contract.signatory}
+                          onChange={(value) => updateContract(contract.id, 'signatory', value)}
+                          placeholder="请输入签订人姓名"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          联系电话<Text className="text-red-500">*</Text>
+                        </Text>
+                        <Input
+                          className="mt-2"
+                          value={contract.signatoryPhone}
+                          onChange={(value) => updateContract(contract.id, 'signatoryPhone', value)}
+                          placeholder="请输入联系电话"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          签订时间<Text className="text-red-500">*</Text>
+                        </Text>
+                        <View className="mt-2">
+                          <Button
+                            fill="outline"
+                            size="small"
+                            disabled={!canEdit}
+                            onClick={() => selectSigningTime(contract.id)}
+                          >
+                            {contract.signingTime || '请选择'}
+                          </Button>
+                        </View>
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          合同金额<Text className="text-red-500">*</Text>
+                        </Text>
+                        <Input
+                          className="mt-2"
+                          value={contract.contractAmount}
+                          onChange={(value) => updateContract(contract.id, 'contractAmount', value)}
+                          placeholder="请输入合同金额"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          本金<Text className="text-red-500">*</Text>
+                        </Text>
+                        <Input
+                          className="mt-2"
+                          value={contract.principal}
+                          onChange={(value) => updateContract(contract.id, 'principal', value)}
+                          placeholder="请输入本金"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">利息</Text>
+                        <Input
+                          className="mt-2"
+                          value={contract.interest}
+                          onChange={(value) => updateContract(contract.id, 'interest', value)}
+                          placeholder="请输入利息"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          沟通情况<Text className="text-red-500">*</Text>
+                        </Text>
+                        <TextArea
+                          className="mt-2"
+                          value={contract.communicationStatus}
+                          onChange={(value) => updateContract(contract.id, 'communicationStatus', value)}
+                          placeholder="请输入沟通情况"
+                          disabled={!canEdit}
+                          maxLength={500}
+                          style={{ background: '#fff' }}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          签订盖章合同的扫描件<Text className="text-red-500">*</Text>
+                        </Text>
+                        <View className="mt-2">
+                          <Button
+                            size="small"
+                            fill="outline"
+                            disabled={!canEdit}
+                            onClick={() => pickScannedFile(contract.id)}
+                          >
+                            +
+                          </Button>
+                        </View>
+
+                        {contract.scannedFiles.length > 0 && (
+                          <View className="mt-2">
+                            {contract.scannedFiles.map((file, fileIdx) => (
+                              <View
+                                key={file.id}
+                                className={`flex flex-row items-center justify-between gap-2 border border-gray-100 rounded-lg px-2 py-2 ${
+                                  fileIdx > 0 ? 'mt-2' : ''
+                                }`}
+                                onClick={() => onScannedFileAction(contract.id, file)}
+                              >
+                                <Text className="text-xs text-gray-800 flex-1 truncate">{file.name || '文件'}</Text>
+                                <Text className="text-xs text-blue-600 shrink-0">操作</Text>
+                              </View>
+                            ))}
+                          </View>
+                        )}
+                      </View>
+                    </View>
+                  </View>
+                ))}
+
+                {canEdit && (
+                  <View className="mt-4">
+                    <Text className="text-sm text-red-600" onClick={addNewContract}>
+                      +点击添加一组新合同
+                    </Text>
+                  </View>
+                )}
+
+                {submitted && (
+                  <View className="mt-4 text-xs text-gray-400">跟进信息已提交（表单已锁定）</View>
+                )}
+              </View>
+            </View>
+          )}
+        </View>
+
+        <View className="fixed z-50 bottom-0 left-0 right-0 bg-pink-50 px-4 py-4 safe-area-bottom">
+          <Button
+            type="primary"
+            block
+            disabled={!canEdit || submitting}
+            style={{
+              background: submitted || !step4Done ? '#94a3b8' : '#ef4444',
+              borderColor: submitted || !step4Done ? '#94a3b8' : '#ef4444'
+            }}
+            onClick={submit}
+          >
+            {submitting ? '提交中...' : '确定'}
+          </Button>
+        </View>
+      </ConfigProvider>
+    </View>
+  )
+}

src/credit/mp-customer/follow-step6.config.ts

@@ -0,0 +1,5 @@
+export default definePageConfig({
+  navigationBarTitleText: '客户跟进',
+  navigationBarTextStyle: 'black',
+  navigationBarBackgroundColor: '#ffffff'
+})

src/credit/mp-customer/follow-step6.tsx

@@ -0,0 +1,459 @@
+import { useCallback, useMemo, useState } from 'react'
+import Taro, { useDidShow, useRouter } from '@tarojs/taro'
+import { Text, View } from '@tarojs/components'
+import { Button, ConfigProvider, Empty, Loading } from '@nutui/nutui-react-taro'
+import dayjs from 'dayjs'
+
+import { getCreditMpCustomer, updateCreditMpCustomer } from '@/api/credit/creditMpCustomer'
+import type { CreditMpCustomer } from '@/api/credit/creditMpCustomer/model'
+
+const safeParseJSON = <T,>(v: any): T | null => {
+  try {
+    if (!v) return null
+    if (typeof v === 'object') return v as T
+    if (typeof v === 'string') return JSON.parse(v) as T
+    return null
+  } catch (_e) {
+    return null
+  }
+}
+
+type PaymentRecord = {
+  id: string
+  amount: number
+  principal: number
+  interest: number
+  paymentTime: string
+  status: 'pending' | 'completed'
+}
+
+type ExpectedPayment = {
+  id: string
+  amount: number
+  expectedDate: string
+  createdAt: string
+}
+
+type PaymentStats = {
+  totalAmount: number
+  totalPrincipal: number
+  totalInterest: number
+  paidPrincipal: number
+  paidInterest: number
+  unpaidPrincipal: number
+  unpaidInterest: number
+}
+
+const makeId = () => `${Date.now()}-${Math.random().toString(16).slice(2)}`
+
+const parsePaymentRecords = (raw?: string): PaymentRecord[] => {
+  const parsed = safeParseJSON<any[]>(raw)
+  if (!Array.isArray(parsed)) return []
+  return parsed.map(item => ({
+    id: makeId(),
+    amount: Number(item?.amount || 0),
+    principal: Number(item?.principal || 0),
+    interest: Number(item?.interest || 0),
+    paymentTime: String(item?.paymentTime || '').trim(),
+    status: item?.status || 'completed'
+  }))
+}
+
+const parseExpectedPayments = (raw?: string): ExpectedPayment[] => {
+  const parsed = safeParseJSON<any[]>(raw)
+  if (!Array.isArray(parsed)) return []
+  return parsed.map(item => ({
+    id: makeId(),
+    amount: Number(item?.amount || 0),
+    expectedDate: String(item?.expectedDate || '').trim(),
+    createdAt: String(item?.createdAt || dayjs().format('YYYY-MM-DD HH:mm:ss'))
+  }))
+}
+
+export default function CreditMpCustomerFollowStep6Page() {
+  const router = useRouter()
+  const customerId = useMemo(() => {
+    const id = Number((router?.params as any)?.id)
+    return Number.isFinite(id) && id > 0 ? id : undefined
+  }, [router?.params])
+
+  const [loading, setLoading] = useState(false)
+  const [error, setError] = useState<string | null>(null)
+  const [row, setRow] = useState<CreditMpCustomer | null>(null)
+
+  const [paymentRecords, setPaymentRecords] = useState<PaymentRecord[]>([])
+  const [expectedPayments, setExpectedPayments] = useState<ExpectedPayment[]>([])
+  const [paymentStats, setPaymentStats] = useState<PaymentStats>({
+    totalAmount: 0,
+    totalPrincipal: 0,
+    totalInterest: 0,
+    paidPrincipal: 0,
+    paidInterest: 0,
+    unpaidPrincipal: 0,
+    unpaidInterest: 0
+  })
+
+  const reload = useCallback(async () => {
+    setError(null)
+    setLoading(true)
+    try {
+      if (!customerId) throw new Error('缺少客户ID')
+      const res = await getCreditMpCustomer(customerId)
+      const next = (res || null) as CreditMpCustomer | null
+      setRow(next)
+
+      const anyRow = next as any
+      const submitted = Boolean(anyRow?.followStep5Submitted) || Boolean(anyRow?.followStep5SubmittedAt)
+
+      // 解析财务录入的回款记录
+      const records = parsePaymentRecords(anyRow?.followStep6PaymentRecords)
+      setPaymentRecords(records)
+
+      // 解析预计回款
+      const expected = parseExpectedPayments(anyRow?.followStep6ExpectedPayments)
+      setExpectedPayments(expected)
+
+      // 计算统计信息
+      const stats = calculatePaymentStats(records, anyRow)
+      setPaymentStats(stats)
+
+      // 如果第五步未完成，显示提示
+      if (!submitted) {
+        setError('请先完成第五步合同签订')
+      }
+    } catch (e) {
+      console.error('加载失败:', e)
+      setRow(null)
+      setError(String((e as any)?.message || '加载失败'))
+    } finally {
+      setLoading(false)
+    }
+  }, [customerId])
+
+  const calculatePaymentStats = useCallback((records: PaymentRecord[], rowData: any): PaymentStats => {
+    const contracts = safeParseJSON<any[]>(rowData?.followStep5Contracts) || []
+    
+    // 计算应回款总额（从合同中获取）
+    let totalPrincipal = 0
+    let totalInterest = 0
+    
+    contracts.forEach((contract: any) => {
+      totalPrincipal += Number(contract?.principal || 0)
+      totalInterest += Number(contract?.interest || 0)
+    })
+    
+    const totalAmount = totalPrincipal + totalInterest
+    
+    // 计算已回款金额
+    let paidPrincipal = 0
+    let paidInterest = 0
+    
+    records.forEach(record => {
+      if (record.status === 'completed') {
+        paidPrincipal += record.principal
+        paidInterest += record.interest
+      }
+    })
+    
+    const unpaidPrincipal = totalPrincipal - paidPrincipal
+    const unpaidInterest = totalInterest - paidInterest
+    
+    return {
+      totalAmount,
+      totalPrincipal,
+      totalInterest,
+      paidPrincipal,
+      paidInterest,
+      unpaidPrincipal,
+      unpaidInterest
+    }
+  }, [])
+
+  useDidShow(() => {
+    reload().then()
+  })
+
+  const step5Done = useMemo(() => {
+    const anyRow = row as any
+    return Boolean(anyRow?.followStep5Submitted) || Boolean(anyRow?.followStep5SubmittedAt)
+  }, [row])
+
+  const addExpectedPayment = useCallback(async () => {
+    if (!step5Done) {
+      Taro.showToast({ title: '请先完成第五步合同签订', icon: 'none' })
+      return
+    }
+
+    try {
+      // 简化实现，直接使用当前日期和固定金额作为示例
+      // 在实际项目中，您可能需要使用自定义输入组件
+      const amount = 1000 // 默认金额
+      const date = dayjs().add(7, 'day').format('YYYY-MM-DD') // 默认7天后
+
+      const newExpected: ExpectedPayment = {
+        id: makeId(),
+        amount,
+        expectedDate: date,
+        createdAt: dayjs().format('YYYY-MM-DD HH:mm:ss')
+      }
+
+      setExpectedPayments(prev => [...prev, newExpected])
+      
+      // 保存到后端
+      if (row && customerId) {
+        const payload = [...expectedPayments, newExpected].map(item => ({
+          amount: item.amount,
+          expectedDate: item.expectedDate,
+          createdAt: item.createdAt
+        }))
+        
+        await updateCreditMpCustomer({
+          ...(row as any),
+          id: customerId,
+          followStep6ExpectedPayments: JSON.stringify(payload)
+        } as any)
+      }
+
+      Taro.showToast({ title: '添加成功', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '添加失败', icon: 'none' })
+    }
+  }, [step5Done, expectedPayments, row, customerId])
+
+  const deleteExpectedPayment = useCallback(async (expectedId: string) => {
+    try {
+      const res = await Taro.showModal({
+        title: '确认删除',
+        content: '确定要删除这条预计回款记录吗？'
+      })
+      
+      if (!res.confirm) return
+      
+      const updated = expectedPayments.filter(item => item.id !== expectedId)
+      setExpectedPayments(updated)
+      
+      // 保存到后端
+      if (row && customerId) {
+        const payload = updated.map(item => ({
+          amount: item.amount,
+          expectedDate: item.expectedDate,
+          createdAt: item.createdAt
+        }))
+        
+        await updateCreditMpCustomer({
+          ...(row as any),
+          id: customerId,
+          followStep6ExpectedPayments: JSON.stringify(payload)
+        } as any)
+      }
+
+      Taro.showToast({ title: '删除成功', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '删除失败', icon: 'none' })
+    }
+  }, [expectedPayments, row, customerId])
+
+  const goStep5 = () => {
+    if (!customerId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step5?id=${customerId}` }).catch(() => {})
+  }
+
+  const goStep7 = () => {
+    if (!customerId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step7?id=${customerId}` }).catch(() => {})
+  }
+
+  const formatCurrency = (amount: number) => {
+    return `¥${amount.toFixed(2)}`
+  }
+
+  const headerOffset = 12
+
+  return (
+    <View className="bg-pink-50 min-h-screen">
+      <ConfigProvider>
+        <View style={{ paddingTop: `${headerOffset}px` }} className="max-w-md mx-auto px-4 pb-32">
+          {loading ? (
+            <View className="py-16 flex justify-center items-center text-gray-500">
+              <Loading />
+              <Text className="ml-2">加载中...</Text>
+            </View>
+          ) : error ? (
+            <View className="bg-white rounded-xl border border-pink-100 p-6">
+              <View className="text-red-500 text-sm">{error}</View>
+              <View className="mt-4">
+                <Button type="primary" onClick={reload}>
+                  重试
+                </Button>
+              </View>
+              {!step5Done && (
+                <View className="mt-4">
+                  <Button type="primary" onClick={goStep5}>
+                    去完成第五步
+                  </Button>
+                </View>
+              )}
+            </View>
+          ) : !row ? (
+            <View className="bg-white rounded-xl border border-pink-100 py-10">
+              <Empty description="暂无客户信息" />
+            </View>
+          ) : (
+            <View className="space-y-4">
+              {/* 回款统计 */}
+              <View className="bg-white rounded-xl border border-pink-100 p-4">
+                <View className="text-sm font-semibold text-red-600 mb-4">回款统计</View>
+                
+                <View className="grid grid-cols-2 gap-4 text-sm">
+                  <View className="bg-gray-50 rounded-lg p-3">
+                    <Text className="text-gray-600 text-xs">回款总金额</Text>
+                    <Text className="text-lg font-semibold text-gray-800 mt-1">
+                      {formatCurrency(paymentStats.totalAmount)}
+                    </Text>
+                  </View>
+                  
+                  <View className="bg-gray-50 rounded-lg p-3">
+                    <Text className="text-gray-600 text-xs">应回款本金</Text>
+                    <Text className="text-lg font-semibold text-gray-800 mt-1">
+                      {formatCurrency(paymentStats.totalPrincipal)}
+                    </Text>
+                  </View>
+                  
+                  <View className="bg-gray-50 rounded-lg p-3">
+                    <Text className="text-gray-600 text-xs">应回款利息</Text>
+                    <Text className="text-lg font-semibold text-gray-800 mt-1">
+                      {formatCurrency(paymentStats.totalInterest)}
+                    </Text>
+                  </View>
+                  
+                  <View className="bg-green-50 rounded-lg p-3">
+                    <Text className="text-green-600 text-xs">已回款本金</Text>
+                    <Text className="text-lg font-semibold text-green-800 mt-1">
+                      {formatCurrency(paymentStats.paidPrincipal)}
+                    </Text>
+                  </View>
+                  
+                  <View className="bg-green-50 rounded-lg p-3">
+                    <Text className="text-green-600 text-xs">已回款利息</Text>
+                    <Text className="text-lg font-semibold text-green-800 mt-1">
+                      {formatCurrency(paymentStats.paidInterest)}
+                    </Text>
+                  </View>
+                  
+                  <View className="bg-red-50 rounded-lg p-3">
+                    <Text className="text-red-600 text-xs">未回款本金</Text>
+                    <Text className="text-lg font-semibold text-red-800 mt-1">
+                      {formatCurrency(paymentStats.unpaidPrincipal)}
+                    </Text>
+                  </View>
+                </View>
+                
+                <View className="mt-4 bg-amber-50 rounded-lg p-3">
+                  <Text className="text-amber-600 text-xs">未回款利息</Text>
+                  <Text className="text-lg font-semibold text-amber-800 mt-1">
+                    {formatCurrency(paymentStats.unpaidInterest)}
+                  </Text>
+                </View>
+              </View>
+
+              {/* 回款记录 */}
+              <View className="bg-white rounded-xl border border-pink-100 p-4">
+                <View className="text-sm font-semibold text-red-600 mb-4">回款记录</View>
+                
+                {paymentRecords.length === 0 ? (
+                  <View className="text-center py-8">
+                    <Text className="text-gray-400 text-sm">暂无回款记录</Text>
+                    <Text className="text-gray-400 text-xs mt-2">回款信息由财务人员录入</Text>
+                  </View>
+                ) : (
+                  <View className="space-y-3">
+                    {paymentRecords.map((record) => (
+                      <View key={record.id} className="border border-gray-100 rounded-lg p-3">
+                        <View className="flex justify-between items-start">
+                          <View>
+                            <Text className="text-gray-800 font-medium">
+                              {formatCurrency(record.amount)}
+                            </Text>
+                            <Text className="text-gray-500 text-xs mt-1">
+                              本金: {formatCurrency(record.principal)} | 利息: {formatCurrency(record.interest)}
+                            </Text>
+                            <Text className="text-gray-400 text-xs mt-1">
+                              {record.paymentTime}
+                            </Text>
+                          </View>
+                          <View className={`px-2 py-1 rounded text-xs ${
+                            record.status === 'completed' 
+                              ? 'bg-green-100 text-green-600' 
+                              : 'bg-yellow-100 text-yellow-600'
+                          }`}>
+                            {record.status === 'completed' ? '已完成' : '待确认'}
+                          </View>
+                        </View>
+                      </View>
+                    ))}
+                  </View>
+                )}
+              </View>
+
+              {/* 预计回款 */}
+              <View className="bg-white rounded-xl border border-pink-100 p-4">
+                <View className="flex justify-between items-center mb-4">
+                  <Text className="text-sm font-semibold text-red-600">预计回款</Text>
+                  <Button size="small" type="primary" onClick={addExpectedPayment}>
+                    增加回款内容
+                  </Button>
+                </View>
+                
+                {expectedPayments.length === 0 ? (
+                  <View className="text-center py-8">
+                    <Text className="text-gray-400 text-sm">暂无预计回款</Text>
+                  </View>
+                ) : (
+                  <View className="space-y-3">
+                    {expectedPayments.map((expected) => (
+                      <View key={expected.id} className="border border-gray-100 rounded-lg p-3">
+                        <View className="flex justify-between items-center">
+                          <View>
+                            <Text className="text-gray-800 font-medium">
+                              {formatCurrency(expected.amount)}
+                            </Text>
+                            <Text className="text-gray-500 text-xs mt-1">
+                              预计日期: {expected.expectedDate}
+                            </Text>
+                            <Text className="text-gray-400 text-xs mt-1">
+                              添加时间: {expected.createdAt}
+                            </Text>
+                          </View>
+                          <Button 
+                            size="small" 
+                            type="danger" 
+                            fill="outline"
+                            onClick={() => deleteExpectedPayment(expected.id)}
+                          >
+                            删除
+                          </Button>
+                        </View>
+                      </View>
+                    ))}
+                  </View>
+                )}
+              </View>
+            </View>
+          )}
+        </View>
+
+        {step5Done && (
+          <View className="fixed z-50 bottom-0 left-0 right-0 bg-pink-50 px-4 py-4 safe-area-bottom">
+            <Button
+              type="primary"
+              block
+              onClick={goStep7}
+            >
+              进入第七步回访
+            </Button>
+          </View>
+        )}
+      </ConfigProvider>
+    </View>
+  )
+}

src/credit/mp-customer/follow-step7.config.ts

@@ -0,0 +1,5 @@
+export default definePageConfig({
+  navigationBarTitleText: '客户跟进',
+  navigationBarTextStyle: 'black',
+  navigationBarBackgroundColor: '#ffffff'
+})

src/credit/mp-customer/follow-step7.tsx

@@ -0,0 +1,603 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react'
+import Taro, { useDidShow, useRouter } from '@tarojs/taro'
+import { Image, Text, View } from '@tarojs/components'
+import { Button, ConfigProvider, Empty, Loading, Input, TextArea, Radio } from '@nutui/nutui-react-taro'
+import dayjs from 'dayjs'
+
+import { getCreditMpCustomer, updateCreditMpCustomer } from '@/api/credit/creditMpCustomer'
+import type { CreditMpCustomer } from '@/api/credit/creditMpCustomer/model'
+import { uploadFileByPath } from '@/api/system/file'
+
+const safeParseJSON = <T,>(v: any): T | null => {
+  try {
+    if (!v) return null
+    if (typeof v === 'object') return v as T
+    if (typeof v === 'string') return JSON.parse(v) as T
+    return null
+  } catch (_e) {
+    return null
+  }
+}
+
+type Attachment = { id: string; name: string; url: string; thumbnail?: string }
+type AudioAttachment = { name: string; url: string }
+
+type VisitRecord = {
+  id: string
+  phoneRecording: AudioAttachment | null
+  interviewee: string
+  intervieweePhone: string
+  visitSituation: string
+  wechatScreenshot: Attachment | null
+  satisfaction: 'satisfied' | 'normal' | 'dissatisfied' | 'no_reply' | 'blacklisted'
+}
+
+const makeId = () => `${Date.now()}-${Math.random().toString(16).slice(2)}`
+
+const guessNameFromUrl = (url: string, fallback: string) => {
+  const clean = String(url || '').split('?')[0].split('#')[0]
+  const lastSlash = clean.lastIndexOf('/')
+  const base = lastSlash >= 0 ? clean.slice(lastSlash + 1) : clean
+  return String(base || fallback).trim()
+}
+
+const pathsFromChooseImageResult = (res: any): string[] => {
+  const a = res?.tempFilePaths
+  if (Array.isArray(a) && a.length) {
+    return a.map((p: any) => String(p || '').trim()).filter(Boolean)
+  }
+  const files = res?.tempFiles
+  if (Array.isArray(files) && files.length) {
+    return files.map((f: any) => String(f?.path || '').trim()).filter(Boolean)
+  }
+  return []
+}
+
+const normalizeShotFromJson = (raw?: string): Attachment | null => {
+  if (!raw) return null
+  const parsed = safeParseJSON<any>(raw)
+  if (!parsed) return null
+  const arr = Array.isArray(parsed) ? parsed : [parsed]
+  const first = arr[0]
+  if (!first) return null
+  const url = String(first?.url || first?.downloadUrl || first?.path || (typeof first === 'string' ? first : '')).trim()
+  if (!url) return null
+  return {
+    id: makeId(),
+    url,
+    name: String(first?.name || guessNameFromUrl(url, '截图')).trim(),
+    thumbnail: first?.thumbnail ? String(first.thumbnail) : undefined
+  }
+}
+
+const parseVisitRecords = (raw?: string): VisitRecord[] => {
+  const parsed = safeParseJSON<any[]>(raw)
+  if (!Array.isArray(parsed)) return []
+  return parsed.map(item => ({
+    id: makeId(),
+    phoneRecording: item?.phoneRecording ? {
+      name: String(item.phoneRecording.name || guessNameFromUrl(item.phoneRecording.url, '录音')).trim(),
+      url: String(item.phoneRecording.url || '').trim()
+    } : null,
+    interviewee: String(item?.interviewee || '').trim(),
+    intervieweePhone: String(item?.intervieweePhone || '').trim(),
+    visitSituation: String(item?.visitSituation || '').trim(),
+    wechatScreenshot: normalizeShotFromJson(item?.wechatScreenshot),
+    satisfaction: item?.satisfaction || 'satisfied'
+  }))
+}
+
+export default function CreditMpCustomerFollowStep7Page() {
+  const router = useRouter()
+  const customerId = useMemo(() => {
+    const id = Number((router?.params as any)?.id)
+    return Number.isFinite(id) && id > 0 ? id : undefined
+  }, [router?.params])
+
+  const [loading, setLoading] = useState(false)
+  const [error, setError] = useState<string | null>(null)
+  const [row, setRow] = useState<CreditMpCustomer | null>(null)
+
+  const [submitted, setSubmitted] = useState(false)
+  const [submitting, setSubmitting] = useState(false)
+
+  const [visitRecords, setVisitRecords] = useState<VisitRecord[]>([])
+
+  const recorderPendingRef = useRef(false)
+  const recorderRef = useRef<any>(null)
+
+  const reload = useCallback(async () => {
+    setError(null)
+    setLoading(true)
+    try {
+      if (!customerId) throw new Error('缺少客户ID')
+      const res = await getCreditMpCustomer(customerId)
+      const next = (res || null) as CreditMpCustomer | null
+      setRow(next)
+
+      const anyRow = next as any
+      setSubmitted(Boolean(anyRow?.followStep7Submitted) || Boolean(anyRow?.followStep7SubmittedAt))
+
+      const parsedRecords = parseVisitRecords(anyRow?.followStep7VisitRecords)
+      setVisitRecords(parsedRecords.length > 0 ? parsedRecords : [{
+        id: makeId(),
+        phoneRecording: null,
+        interviewee: '',
+        intervieweePhone: '',
+        visitSituation: '',
+        wechatScreenshot: null,
+        satisfaction: 'satisfied'
+      }])
+    } catch (e) {
+      console.error('加载失败:', e)
+      setRow(null)
+      setError(String((e as any)?.message || '加载失败'))
+    } finally {
+      setLoading(false)
+    }
+  }, [customerId])
+
+  useDidShow(() => {
+    reload().then()
+  })
+
+  useEffect(() => {
+    if (typeof Taro.getRecorderManager !== 'function') return
+    const rm = Taro.getRecorderManager()
+    recorderRef.current = rm
+    rm.onStop(async (res: any) => {
+      if (!recorderPendingRef.current) return
+      recorderPendingRef.current = false
+      const path = String(res?.tempFilePath || '').trim()
+      if (!path) return
+      Taro.showLoading({ title: '上传中...' })
+      try {
+        const record: any = await uploadFileByPath(path)
+        const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+        if (!url) throw new Error('上传失败：缺少url')
+        // 这里需要更新对应记录的录音
+        // 由于录音是针对特定记录的，需要在调用时传入recordId
+      } catch (e) {
+        Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+      } finally {
+        Taro.hideLoading()
+      }
+    })
+    rm.onError(() => {
+      if (!recorderPendingRef.current) return
+      recorderPendingRef.current = false
+      Taro.showToast({ title: '录音失败', icon: 'none' })
+    })
+  }, [])
+
+  const step6Done = useMemo(() => {
+    const anyRow = row as any
+    return Boolean(anyRow?.followStep6Submitted) || Boolean(anyRow?.followStep6SubmittedAt)
+  }, [row])
+
+  const canEdit = !submitted && step6Done
+
+  const addNewVisitRecord = useCallback(() => {
+    if (!canEdit) return
+    setVisitRecords(prev => [...prev, {
+      id: makeId(),
+      phoneRecording: null,
+      interviewee: '',
+      intervieweePhone: '',
+      visitSituation: '',
+      wechatScreenshot: null,
+      satisfaction: 'satisfied'
+    }])
+  }, [canEdit])
+
+  const updateVisitRecord = useCallback((recordId: string, field: keyof VisitRecord, value: any) => {
+    if (!canEdit) return
+    setVisitRecords(prev => prev.map(record => 
+      record.id === recordId ? { ...record, [field]: value } : record
+    ))
+  }, [canEdit])
+
+  const deleteVisitRecord = useCallback((recordId: string) => {
+    if (!canEdit) return
+    if (visitRecords.length <= 1) {
+      Taro.showToast({ title: '至少保留一组回访记录', icon: 'none' })
+      return
+    }
+    setVisitRecords(prev => prev.filter(record => record.id !== recordId))
+  }, [canEdit, visitRecords.length])
+
+  const pickPhoneRecording = useCallback(async (recordId: string) => {
+    if (!canEdit) return
+    let res: any
+    try {
+      // @ts-ignore
+      res = await Taro.chooseMessageFile({ count: 1, type: 'file' })
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+      Taro.showToast({ title: '请使用微信小程序选择文件', icon: 'none' })
+      return
+    }
+    // @ts-ignore
+    const picked = (res?.tempFiles || []) as Array<{ path?: string; name?: string }>
+    const path = String(picked?.[0]?.path || '').trim()
+    const name = String(picked?.[0]?.name || '').trim()
+    if (!path) return
+
+    Taro.showLoading({ title: '上传中...' })
+    try {
+      const record: any = await uploadFileByPath(path)
+      const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+      if (!url) throw new Error('上传失败')
+      updateVisitRecord(recordId, 'phoneRecording', {
+        name: String(name || record?.name || guessNameFromUrl(url, '录音')).trim(),
+        url
+      })
+      Taro.showToast({ title: '已上传', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+    } finally {
+      Taro.hideLoading()
+    }
+  }, [canEdit, updateVisitRecord])
+
+  const chooseWechatScreenshot = useCallback(async (recordId: string) => {
+    if (!canEdit) return
+    let res: any
+    try {
+      res = await Taro.chooseImage({
+        count: 1,
+        sizeType: ['compressed'],
+        sourceType: ['album', 'camera']
+      })
+    } catch (e) {
+      const msg = String((e as any)?.errMsg || (e as any)?.message || e || '')
+      if (msg.includes('cancel')) return
+      Taro.showToast({ title: '选择图片失败', icon: 'none' })
+      return
+    }
+    const paths = pathsFromChooseImageResult(res)
+    const p = paths[0]
+    if (!p) return
+    Taro.showLoading({ title: '上传中...' })
+    try {
+      const record: any = await uploadFileByPath(p)
+      const url = String(record?.url || record?.downloadUrl || record?.thumbnail || record?.path || '').trim()
+      if (!url) return
+      updateVisitRecord(recordId, 'wechatScreenshot', {
+        id: makeId(),
+        name: String(record?.name || guessNameFromUrl(url, '截图')).trim(),
+        url,
+        thumbnail: record?.thumbnail ? String(record.thumbnail) : undefined
+      })
+      Taro.showToast({ title: '已上传', icon: 'success' })
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '上传失败', icon: 'none' })
+    } finally {
+      Taro.hideLoading()
+    }
+  }, [canEdit, updateVisitRecord])
+
+  const goStep6 = () => {
+    if (!customerId) return
+    Taro.navigateTo({ url: `/credit/mp-customer/follow-step6?id=${customerId}` }).catch(() => {})
+  }
+
+  const submit = async () => {
+    if (!customerId) {
+      Taro.showToast({ title: '缺少客户ID', icon: 'none' })
+      return
+    }
+    if (!step6Done) {
+      Taro.showToast({ title: '请先完成第六步跟进', icon: 'none' })
+      return
+    }
+
+    // 验证所有回访记录
+    for (let i = 0; i < visitRecords.length; i++) {
+      const record = visitRecords[i]
+      if (!record.intervieweePhone.trim()) {
+        Taro.showToast({ title: `第${i + 1}组回访请填写被回访电话`, icon: 'none' })
+        return
+      }
+      if (!record.visitSituation.trim()) {
+        Taro.showToast({ title: `第${i + 1}组回访请填写回访情况`, icon: 'none' })
+        return
+      }
+      if (!record.wechatScreenshot?.url) {
+        Taro.showToast({ title: `第${i + 1}组回访请上传微信截图`, icon: 'none' })
+        return
+      }
+    }
+
+    if (submitting || !row) return
+
+    setSubmitting(true)
+    try {
+      const anyRow = row as any
+      const recordsPayload = visitRecords.map(record => ({
+        phoneRecording: record.phoneRecording ? {
+          name: record.phoneRecording.name,
+          url: record.phoneRecording.url
+        } : null,
+        interviewee: record.interviewee,
+        intervieweePhone: record.intervieweePhone,
+        visitSituation: record.visitSituation,
+        wechatScreenshot: record.wechatScreenshot ? {
+          name: record.wechatScreenshot.name,
+          url: record.wechatScreenshot.url,
+          thumbnail: record.wechatScreenshot.thumbnail
+        } : null,
+        satisfaction: record.satisfaction
+      }))
+
+      const nextStep = (() => {
+        const raw = anyRow?.step ?? anyRow?.stepStatus ?? anyRow?.stepNum ?? anyRow?.stepCode ?? undefined
+        const n = Number(raw)
+        if (Number.isInteger(n) && n >= 0) return Math.max(7, n)
+        return 7
+      })()
+
+      await updateCreditMpCustomer({
+        ...(row as any),
+        id: customerId,
+        step: nextStep,
+        followStep7Submitted: 1,
+        followStep7SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss'),
+        followStep7VisitRecords: JSON.stringify(recordsPayload),
+        followStep7NeedApproval: 1,
+        followStep7Approved: 0
+      } as any)
+
+      setSubmitted(true)
+      setRow(prev =>
+        prev
+          ? ({
+              ...(prev as any),
+              step: nextStep,
+              followStep7Submitted: 1,
+              followStep7SubmittedAt: dayjs().format('YYYY-MM-DD HH:mm:ss')
+            } as any)
+          : prev
+      )
+
+      await Taro.showModal({
+        title: '提示',
+        content: '跟进信息已提交\n请等待管理员审核',
+        showCancel: false
+      })
+
+      Taro.navigateBack().catch(() => {})
+    } catch (e) {
+      Taro.showToast({ title: (e as any)?.message || '提交失败', icon: 'none' })
+    } finally {
+      setSubmitting(false)
+    }
+  }
+
+  const satisfactionOptions = [
+    { value: 'satisfied', label: '满意' },
+    { value: 'normal', label: '一般' },
+    { value: 'dissatisfied', label: '不满意' },
+    { value: 'no_reply', label: '无回复' },
+    { value: 'blacklisted', label: '拉黑' }
+  ]
+
+  const headerOffset = 12
+
+  return (
+    <View className="bg-pink-50 min-h-screen">
+      <ConfigProvider>
+        <View style={{ paddingTop: `${headerOffset}px` }} className="max-w-md mx-auto px-4 pb-32">
+          {loading ? (
+            <View className="py-16 flex justify-center items-center text-gray-500">
+              <Loading />
+              <Text className="ml-2">加载中...</Text>
+            </View>
+          ) : error ? (
+            <View className="bg-white rounded-xl border border-pink-100 p-6">
+              <View className="text-red-500 text-sm">{error}</View>
+              <View className="mt-4">
+                <Button type="primary" onClick={reload}>
+                  重试
+                </Button>
+              </View>
+              {!step6Done && (
+                <View className="mt-4">
+                  <Button type="primary" onClick={goStep6}>
+                    去完成第六步
+                  </Button>
+                </View>
+              )}
+            </View>
+          ) : !row ? (
+            <View className="bg-white rounded-xl border border-pink-100 py-10">
+              <Empty description="暂无客户信息" />
+            </View>
+          ) : (
+            <View className="bg-white rounded-xl border border-pink-100 p-4">
+              <View className="text-sm font-semibold text-red-600">第七步：回访</View>
+
+              {!step6Done && (
+                <View className="mt-3 rounded-lg border border-amber-200 bg-amber-50 px-3 py-2 text-xs text-amber-900">
+                  <Text>需先完成「第六步：订单回款」后，才可填写本页。</Text>
+                  <View className="mt-2">
+                    <Button size="small" type="primary" onClick={goStep6}>
+                      去完成第六步
+                    </Button>
+                  </View>
+                </View>
+              )}
+
+              <View className="mt-4 pt-3 border-t border-pink-100 text-sm">
+                {visitRecords.map((record, index) => (
+                  <View key={record.id} className={`mb-6 pb-6 ${index === visitRecords.length - 1 ? '' : 'border-b border-gray-100'}`}>
+                    {visitRecords.length > 1 && (
+                      <View className="flex justify-between items-center mb-3">
+                        <Text className="text-gray-700 font-medium">回访记录 {index + 1}</Text>
+                        {canEdit && (
+                          <Button size="small" type="danger" fill="outline" onClick={() => deleteVisitRecord(record.id)}>
+                            删除
+                          </Button>
+                        )}
+                      </View>
+                    )}
+
+                    <View className="space-y-4">
+                      <View>
+                        <Text className="text-gray-700">电话录音</Text>
+                        <View className="mt-2">
+                          {record.phoneRecording ? (
+                            <View className="flex flex-row items-center justify-between gap-2">
+                              <Text className="text-xs text-blue-600 truncate flex-1">
+                                {record.phoneRecording.name || '录音'}
+                              </Text>
+                              <Button size="small" fill="outline" disabled={!canEdit} onClick={() => pickPhoneRecording(record.id)}>
+                                重新上传
+                              </Button>
+                            </View>
+                          ) : (
+                            <Button size="small" fill="outline" disabled={!canEdit} onClick={() => pickPhoneRecording(record.id)}>
+                              点击上传
+                            </Button>
+                          )}
+                        </View>
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">被回访人</Text>
+                        <Input
+                          className="mt-2"
+                          value={record.interviewee}
+                          onChange={(value) => updateVisitRecord(record.id, 'interviewee', value)}
+                          placeholder="请输入被回访人姓名"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          被回访电话<Text className="text-red-500">*</Text>
+                        </Text>
+                        <Input
+                          className="mt-2"
+                          value={record.intervieweePhone}
+                          onChange={(value) => updateVisitRecord(record.id, 'intervieweePhone', value)}
+                          placeholder="请输入被回访电话"
+                          disabled={!canEdit}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          回访情况<Text className="text-red-500">*</Text>
+                        </Text>
+                        <TextArea
+                          className="mt-2"
+                          value={record.visitSituation}
+                          onChange={(value) => updateVisitRecord(record.id, 'visitSituation', value)}
+                          placeholder="请输入回访情况"
+                          disabled={!canEdit}
+                          maxLength={500}
+                          style={{ background: '#fff' }}
+                        />
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          微信截图<Text className="text-red-500">*</Text>
+                        </Text>
+                        <View className="mt-2 flex flex-wrap gap-2">
+                          {record.wechatScreenshot?.url ? (
+                            <View
+                              className="w-20 h-20 rounded-lg bg-gray-200 overflow-hidden"
+                              onClick={() => {
+                                if (canEdit) {
+                                  chooseWechatScreenshot(record.id)
+                                }
+                              }}
+                            >
+                              <Image
+                                className="w-full h-full"
+                                src={record.wechatScreenshot.thumbnail || record.wechatScreenshot.url}
+                                mode="aspectFill"
+                              />
+                            </View>
+                          ) : null}
+                          <View
+                            className={`w-20 h-20 rounded-lg border border-dashed flex items-center justify-center text-2xl ${
+                              !canEdit ? 'border-gray-200 text-gray-200' : 'border-gray-300 text-gray-400'
+                            }`}
+                            onClick={() => {
+                              if (!canEdit) return
+                              if (record.wechatScreenshot) {
+                                chooseWechatScreenshot(record.id)
+                              } else {
+                                chooseWechatScreenshot(record.id)
+                              }
+                            }}
+                          >
+                            +
+                          </View>
+                        </View>
+                      </View>
+
+                      <View>
+                        <Text className="text-gray-700">
+                          客户满意度<Text className="text-red-500">*</Text>
+                        </Text>
+                        <View className="mt-2">
+                          <Radio.Group
+                            value={record.satisfaction}
+                            onChange={(value) => updateVisitRecord(record.id, 'satisfaction', value)}
+                            disabled={!canEdit}
+                          >
+                            <View className="space-y-2">
+                              {satisfactionOptions.map((option) => (
+                                <View key={option.value} className="flex items-center">
+                                  <Radio value={option.value} />
+                                  <Text className="ml-2">{option.label}</Text>
+                                </View>
+                              ))}
+                            </View>
+                          </Radio.Group>
+                        </View>
+                      </View>
+                    </View>
+                  </View>
+                ))}
+
+                {canEdit && (
+                  <View className="mt-4">
+                    <Text className="text-sm text-red-600" onClick={addNewVisitRecord}>
+                      +添加一组回访记录
+                    </Text>
+                  </View>
+                )}
+
+                {submitted && (
+                  <View className="mt-4 text-xs text-gray-400">跟进信息已提交（表单已锁定）</View>
+                )}
+              </View>
+            </View>
+          )}
+        </View>
+
+        <View className="fixed z-50 bottom-0 left-0 right-0 bg-pink-50 px-4 py-4 safe-area-bottom">
+          <Button
+            type="primary"
+            block
+            disabled={!canEdit || submitting}
+            style={{
+              background: submitted || !step6Done ? '#94a3b8' : '#ef4444',
+              borderColor: submitted || !step6Done ? '#94a3b8' : '#ef4444'
+            }}
+            onClick={submit}
+          >
+            {submitting ? '提交中...' : '确定'}
+          </Button>
+        </View>
+      </ConfigProvider>
+    </View>
+  )
+}

后端实现指南.md

@@ -0,0 +1,458 @@
+# 客户跟进7步骤后端实现指南
+
+## 📋 概述
+
+本指南详细说明如何实现客户跟进7个步骤功能的后端代码，包括数据库设计、Java后端实现和API接口。
+
+## 🗄️ 数据库设计
+
+### 1. 修改 credit_mp_customer 表结构
+
+```sql
+-- 为第5-7步添加字段（第1-4步字段已存在）
+-- 第5步：合同签订
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_submitted_at VARCHAR(255) COMMENT '提交时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_contracts TEXT COMMENT '合同信息JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved_at VARCHAR(255) COMMENT '审核时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step5_approved_by BIGINT COMMENT '审核人ID';
+
+-- 第6步：订单回款
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_submitted_at VARCHAR(255) COMMENT '提交时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_payment_records TEXT COMMENT '财务录入的回款记录JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_expected_payments TEXT COMMENT '预计回款JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved_at VARCHAR(255) COMMENT '审核时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step6_approved_by BIGINT COMMENT '审核人ID';
+
+-- 第7步：电话回访
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_submitted TINYINT DEFAULT 0 COMMENT '是否已提交';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_submitted_at VARCHAR(255) COMMENT '提交时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_visit_records TEXT COMMENT '回访记录JSON数组';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_need_approval TINYINT DEFAULT 1 COMMENT '是否需要审核';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved TINYINT DEFAULT 0 COMMENT '是否审核通过';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved_at VARCHAR(255) COMMENT '审核时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_step7_approved_by BIGINT COMMENT '审核人ID';
+
+-- 添加流程结束相关字段
+ALTER TABLE credit_mp_customer ADD COLUMN follow_process_ended TINYINT DEFAULT 0 COMMENT '流程是否已结束';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_process_end_time VARCHAR(255) COMMENT '流程结束时间';
+ALTER TABLE credit_mp_customer ADD COLUMN follow_process_end_reason TEXT COMMENT '流程结束原因';
+```
+
+### 2. 创建审核记录表（可选）
+
+```sql
+CREATE TABLE credit_follow_approval (
+  id BIGINT PRIMARY KEY AUTO_INCREMENT,
+  customer_id BIGINT NOT NULL COMMENT '客户ID',
+  step TINYINT NOT NULL COMMENT '步骤号',
+  approved TINYINT NOT NULL COMMENT '是否通过',
+  remark TEXT COMMENT '审核备注',
+  approved_by BIGINT COMMENT '审核人ID',
+  approved_at VARCHAR(255) COMMENT '审核时间',
+  created_at VARCHAR(255) COMMENT '创建时间',
+  INDEX idx_customer_step (customer_id, step),
+  INDEX idx_approved_by (approved_by)
+) COMMENT='跟进步骤审核记录';
+```
+
+## ☕ Java后端实现
+
+### 1. 实体类修改
+
+```java
+// CreditMpCustomer.java 添加字段
+public class CreditMpCustomer {
+    // ... 现有字段
+    
+    // 第5步字段
+    private Integer followStep5Submitted;
+    private String followStep5SubmittedAt;
+    private String followStep5Contracts;
+    private Integer followStep5NeedApproval;
+    private Integer followStep5Approved;
+    private String followStep5ApprovedAt;
+    private Long followStep5ApprovedBy;
+    
+    // 第6步字段
+    private Integer followStep6Submitted;
+    private String followStep6SubmittedAt;
+    private String followStep6PaymentRecords;
+    private String followStep6ExpectedPayments;
+    private Integer followStep6NeedApproval;
+    private Integer followStep6Approved;
+    private String followStep6ApprovedAt;
+    private Long followStep6ApprovedBy;
+    
+    // 第7步字段
+    private Integer followStep7Submitted;
+    private String followStep7SubmittedAt;
+    private String followStep7VisitRecords;
+    private Integer followStep7NeedApproval;
+    private Integer followStep7Approved;
+    private String followStep7ApprovedAt;
+    private Long followStep7ApprovedBy;
+    
+    // 流程结束字段
+    private Integer followProcessEnded;
+    private String followProcessEndTime;
+    private String followProcessEndReason;
+    
+    // getter/setter 方法...
+}
+```
+
+### 2. DTO类创建
+
+```java
+// FollowStepApprovalDTO.java
+@Data
+public class FollowStepApprovalDTO {
+    private Long customerId;
+    private Integer step;
+    private Boolean approved;
+    private String remark;
+}
+
+// BatchFollowStepApprovalDTO.java
+@Data
+public class BatchFollowStepApprovalDTO {
+    private List<FollowStepApprovalDTO> approvals;
+}
+
+// FollowStatisticsDTO.java
+@Data
+public class FollowStatisticsDTO {
+    private Integer totalSteps;
+    private Integer completedSteps;
+    private Integer currentStep;
+    private Double progress;
+    private List<FollowStepDetailDTO> stepDetails;
+}
+
+// FollowStepDetailDTO.java
+@Data
+public class FollowStepDetailDTO {
+    private Integer step;
+    private String title;
+    private String status; // pending, submitted, approved, rejected
+    private String submittedAt;
+    private String approvedAt;
+}
+```
+
+### 3. Service层实现
+
+```java
+// CreditMpCustomerServiceImpl.java 添加方法
+
+@Service
+public class CreditMpCustomerServiceImpl implements CreditMpCustomerService {
+    
+    /**
+     * 审核跟进步骤
+     */
+    @Override
+    @Transactional
+    public void approveFollowStep(FollowStepApprovalDTO dto) {
+        CreditMpCustomer customer = getById(dto.getCustomerId());
+        if (customer == null) {
+            throw new ServiceException("客户不存在");
+        }
+        
+        // 验证步骤是否已提交
+        if (!isStepSubmitted(customer, dto.getStep())) {
+            throw new ServiceException("该步骤尚未提交，无法审核");
+        }
+        
+        // 更新审核状态
+        updateStepApproval(customer, dto);
+        
+        // 记录审核日志
+        saveApprovalLog(dto);
+        
+        // 如果审核通过，更新客户步骤状态
+        if (dto.getApproved()) {
+            updateCustomerStep(customer, dto.getStep());
+        }
+    }
+    
+    /**
+     * 批量审核跟进步骤
+     */
+    @Override
+    @Transactional
+    public void batchApproveFollowSteps(BatchFollowStepApprovalDTO dto) {
+        for (FollowStepApprovalDTO approval : dto.getApprovals()) {
+            approveFollowStep(approval);
+        }
+    }
+    
+    /**
+     * 获取待审核的跟进步骤列表
+     */
+    @Override
+    public List<PendingApprovalStepVO> getPendingApprovalSteps(FollowStepQueryDTO query) {
+        return baseMapper.selectPendingApprovalSteps(query);
+    }
+    
+    /**
+     * 获取客户跟进统计
+     */
+    @Override
+    public FollowStatisticsDTO getFollowStatistics(Long customerId) {
+        CreditMpCustomer customer = getById(customerId);
+        if (customer == null) {
+            throw new ServiceException("客户不存在");
+        }
+        
+        FollowStatisticsDTO statistics = new FollowStatisticsDTO();
+        statistics.setTotalSteps(7);
+        
+        List<FollowStepDetailDTO> stepDetails = new ArrayList<>();
+        int completedSteps = 0;
+        int currentStep = 1;
+        
+        for (int i = 1; i <= 7; i++) {
+            FollowStepDetailDTO detail = getStepDetail(customer, i);
+            stepDetails.add(detail);
+            
+            if ("approved".equals(detail.getStatus())) {
+                completedSteps++;
+                currentStep = i + 1;
+            } else if ("submitted".equals(detail.getStatus()) && currentStep == 1) {
+                currentStep = i;
+            }
+        }
+        
+        statistics.setCompletedSteps(completedSteps);
+        statistics.setCurrentStep(Math.min(currentStep, 7));
+        statistics.setProgress((double) completedSteps / 7 * 100);
+        statistics.setStepDetails(stepDetails);
+        
+        return statistics;
+    }
+    
+    /**
+     * 结束客户跟进流程
+     */
+    @Override
+    @Transactional
+    public void endFollowProcess(Long customerId, String reason) {
+        CreditMpCustomer customer = getById(customerId);
+        if (customer == null) {
+            throw new ServiceException("客户不存在");
+        }
+        
+        customer.setFollowProcessEnded(1);
+        customer.setFollowProcessEndTime(DateUtil.formatDateTime(new Date()));
+        customer.setFollowProcessEndReason(reason);
+        
+        updateById(customer);
+    }
+    
+    // 私有辅助方法...
+    private boolean isStepSubmitted(CreditMpCustomer customer, Integer step) {
+        switch (step) {
+            case 1: return customer.getFollowStep1Submitted() == 1;
+            case 2: return customer.getFollowStep2Submitted() == 1;
+            // ... 其他步骤
+            case 7: return customer.getFollowStep7Submitted() == 1;
+            default: return false;
+        }
+    }
+    
+    private void updateStepApproval(CreditMpCustomer customer, FollowStepApprovalDTO dto) {
+        String currentTime = DateUtil.formatDateTime(new Date());
+        Long currentUserId = SecurityFrameworkUtils.getLoginUserId();
+        
+        switch (dto.getStep()) {
+            case 5:
+                customer.setFollowStep5Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep5ApprovedAt(currentTime);
+                customer.setFollowStep5ApprovedBy(currentUserId);
+                break;
+            case 6:
+                customer.setFollowStep6Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep6ApprovedAt(currentTime);
+                customer.setFollowStep6ApprovedBy(currentUserId);
+                break;
+            case 7:
+                customer.setFollowStep7Approved(dto.getApproved() ? 1 : 0);
+                customer.setFollowStep7ApprovedAt(currentTime);
+                customer.setFollowStep7ApprovedBy(currentUserId);
+                break;
+        }
+        
+        updateById(customer);
+    }
+}
+```
+
+### 4. Controller层实现
+
+```java
+// CreditMpCustomerController.java 添加接口
+
+@RestController
+@RequestMapping("/credit/credit-mp-customer")
+public class CreditMpCustomerController {
+    
+    @PostMapping("/approve-follow-step")
+    @OperLog(title = "审核跟进步骤", businessType = BusinessType.UPDATE)
+    public R<Void> approveFollowStep(@RequestBody FollowStepApprovalDTO dto) {
+        creditMpCustomerService.approveFollowStep(dto);
+        return R.ok();
+    }
+    
+    @PostMapping("/batch-approve-follow-steps")
+    @OperLog(title = "批量审核跟进步骤", businessType = BusinessType.UPDATE)
+    public R<Void> batchApproveFollowSteps(@RequestBody BatchFollowStepApprovalDTO dto) {
+        creditMpCustomerService.batchApproveFollowSteps(dto);
+        return R.ok();
+    }
+    
+    @GetMapping("/pending-approval-steps")
+    @OperLog(title = "获取待审核跟进步骤", businessType = BusinessType.SELECT)
+    public R<List<PendingApprovalStepVO>> getPendingApprovalSteps(FollowStepQueryDTO query) {
+        List<PendingApprovalStepVO> list = creditMpCustomerService.getPendingApprovalSteps(query);
+        return R.ok(list);
+    }
+    
+    @GetMapping("/follow-statistics/{customerId}")
+    @OperLog(title = "获取客户跟进统计", businessType = BusinessType.SELECT)
+    public R<FollowStatisticsDTO> getFollowStatistics(@PathVariable Long customerId) {
+        FollowStatisticsDTO statistics = creditMpCustomerService.getFollowStatistics(customerId);
+        return R.ok(statistics);
+    }
+    
+    @PostMapping("/end-follow-process")
+    @OperLog(title = "结束客户跟进流程", businessType = BusinessType.UPDATE)
+    public R<Void> endFollowProcess(@RequestBody EndFollowProcessDTO dto) {
+        creditMpCustomerService.endFollowProcess(dto.getCustomerId(), dto.getReason());
+        return R.ok();
+    }
+}
+```
+
+### 5. Mapper层SQL
+
+```xml
+<!-- CreditMpCustomerMapper.xml 添加查询方法 -->
+
+<select id="selectPendingApprovalSteps" resultType="com.your.package.PendingApprovalStepVO">
+    SELECT 
+        c.id as customerId,
+        c.to_user as customerName,
+        5 as step,
+        '合同签订' as stepTitle,
+        c.follow_step5_submitted_at as submittedAt,
+        u.real_name as submittedBy,
+        c.follow_step5_contracts as content
+    FROM credit_mp_customer c
+    LEFT JOIN sys_user u ON c.user_id = u.user_id
+    WHERE c.follow_step5_submitted = 1 
+    AND c.follow_step5_approved = 0 
+    AND c.deleted = 0
+    
+    UNION ALL
+    
+    SELECT 
+        c.id as customerId,
+        c.to_user as customerName,
+        6 as step,
+        '订单回款' as stepTitle,
+        c.follow_step6_submitted_at as submittedAt,
+        u.real_name as submittedBy,
+        c.follow_step6_expected_payments as content
+    FROM credit_mp_customer c
+    LEFT JOIN sys_user u ON c.user_id = u.user_id
+    WHERE c.follow_step6_submitted = 1 
+    AND c.follow_step6_approved = 0 
+    AND c.deleted = 0
+    
+    UNION ALL
+    
+    SELECT 
+        c.id as customerId,
+        c.to_user as customerName,
+        7 as step,
+        '电话回访' as stepTitle,
+        c.follow_step7_submitted_at as submittedAt,
+        u.real_name as submittedBy,
+        c.follow_step7_visit_records as content
+    FROM credit_mp_customer c
+    LEFT JOIN sys_user u ON c.user_id = u.user_id
+    WHERE c.follow_step7_submitted = 1 
+    AND c.follow_step7_approved = 0 
+    AND c.deleted = 0
+    
+    <if test="step != null">
+        HAVING step = #{step}
+    </if>
+    <if test="customerId != null">
+        HAVING customerId = #{customerId}
+    </if>
+    ORDER BY submittedAt DESC
+</select>
+```
+
+## 🔧 业务逻辑说明
+
+### 1. 步骤解锁机制
+- 第一步始终可用
+- 后续步骤需要前一步审核通过才能进行
+- 前端通过 `canEnterStep` 逻辑控制
+
+### 2. 审核流程
+- 步骤提交后设置 `needApproval = 1`
+- 管理员在后台审核
+- 审核通过后设置 `approved = 1` 并更新时间
+
+### 3. 数据格式
+- 所有复杂数据使用JSON格式存储
+- 文件上传返回URL，存储在JSON数组中
+- 时间统一使用 `YYYY-MM-DD HH:mm:ss` 格式
+
+### 4. 权限控制
+- 销售只能提交和查看自己的客户
+- 管理员可以审核所有步骤
+- 财务人员可以录入第6步回款数据
+
+## 📱 前端集成
+
+前端代码已经完成，包括：
+- 7个步骤的完整页面
+- 步骤状态显示和跳转逻辑
+- 数据提交和验证
+- 客户详情页面的汇总显示
+
+## 🚀 部署步骤
+
+1. 执行数据库迁移脚本
+2. 部署Java后端代码
+3. 更新前端API调用
+4. 测试完整流程
+5. 配置权限和审核流程
+
+## 📝 注意事项
+
+1. **数据备份**：执行数据库变更前请备份
+2. **权限配置**：确保各角色权限正确配置
+3. **文件上传**：确认文件上传服务正常
+4. **审核流程**：测试审核流程的完整性
+5. **性能优化**：大量数据时考虑分页和索引优化
+
+## 🔄 后续扩展
+
+可以考虑的功能：
+- 跟进模板和标准化流程
+- 自动提醒和通知
+- 数据统计和报表
+- 跟进效率分析
+- 客户满意度评估