工号与渠道名称校验重复

backend/src/main/java/com/unis/crm/common/ExpansionSchemaInitializer.java

@@ -0,0 +1,109 @@
+package com.unis.crm.common;
+
+import java.sql.Connection;
+import java.sql.PreparedStatement;
+import java.sql.ResultSet;
+import java.sql.SQLException;
+import java.sql.Statement;
+import javax.sql.DataSource;
+import org.slf4j.Logger;
+import org.slf4j.LoggerFactory;
+import org.springframework.boot.ApplicationArguments;
+import org.springframework.boot.ApplicationRunner;
+import org.springframework.stereotype.Component;
+
+@Component
+public class ExpansionSchemaInitializer implements ApplicationRunner {
+
+    private static final Logger log = LoggerFactory.getLogger(ExpansionSchemaInitializer.class);
+    private static final String CHANNEL_CODE_SEQUENCE = "crm_channel_expansion_code_seq";
+
+    private final DataSource dataSource;
+
+    public ExpansionSchemaInitializer(DataSource dataSource) {
+        this.dataSource = dataSource;
+    }
+
+    @Override
+    public void run(ApplicationArguments args) {
+        try (Connection connection = dataSource.getConnection()) {
+            if (!tableExists(connection, "crm_channel_expansion")) {
+                return;
+            }
+            ensureChannelCodeSequence(connection);
+            ensureChannelCodeUniqueIndex(connection);
+            log.info("Ensured channel expansion sequence compatibility");
+        } catch (SQLException exception) {
+            throw new IllegalStateException("Failed to initialize crm_channel_expansion schema compatibility", exception);
+        }
+    }
+
+    private void ensureChannelCodeSequence(Connection connection) throws SQLException {
+        try (Statement statement = connection.createStatement()) {
+            statement.execute("create sequence if not exists " + CHANNEL_CODE_SEQUENCE + " start with 1 increment by 1 minvalue 1");
+        }
+    }
+
+    private void ensureChannelCodeUniqueIndex(Connection connection) throws SQLException {
+        if (indexExists(connection, "uk_crm_channel_expansion_code")) {
+            return;
+        }
+        if (hasDuplicateChannelCodes(connection)) {
+            log.warn("Skip creating unique index uk_crm_channel_expansion_code because duplicate channel_code data already exists");
+            return;
+        }
+        try (Statement statement = connection.createStatement()) {
+            statement.execute("""
+                    create unique index if not exists uk_crm_channel_expansion_code
+                    on crm_channel_expansion(channel_code)
+                    where channel_code is not null
+                    """);
+        }
+    }
+
+    private boolean hasDuplicateChannelCodes(Connection connection) throws SQLException {
+        String sql = """
+                select 1
+                from crm_channel_expansion
+                where channel_code is not null
+                  and btrim(channel_code) <> ''
+                group by channel_code
+                having count(1) > 1
+                limit 1
+                """;
+        try (Statement statement = connection.createStatement();
+             ResultSet resultSet = statement.executeQuery(sql)) {
+            return resultSet.next();
+        }
+    }
+
+    private boolean indexExists(Connection connection, String indexName) throws SQLException {
+        String sql = """
+                select 1
+                from pg_indexes
+                where schemaname = current_schema()
+                  and indexname = ?
+                limit 1
+                """;
+        try (PreparedStatement statement = connection.prepareStatement(sql)) {
+            statement.setString(1, indexName);
+            try (ResultSet resultSet = statement.executeQuery()) {
+                return resultSet.next();
+            }
+        }
+    }
+
+    private boolean tableExists(Connection connection, String tableName) throws SQLException {
+        if (existsInSchema(connection, null, tableName)) {
+            return true;
+        }
+        return existsInSchema(connection, "public", tableName);
+    }
+
+    private boolean existsInSchema(Connection connection, String schemaName, String tableName) throws SQLException {
+        try (ResultSet resultSet = connection.getMetaData()
+                .getTables(connection.getCatalog(), schemaName, tableName, new String[]{"TABLE"})) {
+            return resultSet.next();
+        }
+    }
+}

backend/src/main/java/com/unis/crm/controller/ExpansionController.java

@@ -6,6 +6,7 @@ import com.unis.crm.dto.expansion.CreateChannelExpansionRequest;
 import com.unis.crm.dto.expansion.CreateExpansionFollowUpRequest;
 import com.unis.crm.dto.expansion.CreateSalesExpansionRequest;
 import com.unis.crm.dto.expansion.DictOptionDTO;
+import com.unis.crm.dto.expansion.ExpansionDuplicateCheckDTO;
 import com.unis.crm.dto.expansion.ExpansionMetaDTO;
 import com.unis.crm.dto.expansion.ExpansionOverviewDTO;
 import com.unis.crm.dto.expansion.UpdateChannelExpansionRequest;
@@ -21,6 +22,7 @@ import org.springframework.web.bind.annotation.RequestBody;
 import org.springframework.web.bind.annotation.RequestHeader;
 import org.springframework.web.bind.annotation.RequestMapping;
 import org.springframework.web.bind.annotation.RequestParam;
+import org.springframework.web.bind.annotation.RequestMethod;
 import org.springframework.web.bind.annotation.RestController;
 
 @RestController
@@ -54,6 +56,24 @@ public class ExpansionController {
         return ApiResponse.success(expansionService.getOverview(CurrentUserUtils.requireCurrentUserId(userId), keyword));
     }
 
+    @RequestMapping(value = "/sales/duplicate-check", method = {RequestMethod.GET, RequestMethod.POST})
+    public ApiResponse<ExpansionDuplicateCheckDTO> checkSalesDuplicate(
+            @RequestHeader("X-User-Id") Long userId,
+            @RequestParam("employeeNo") String employeeNo,
+            @RequestParam(value = "excludeId", required = false) Long excludeId) {
+        return ApiResponse.success(expansionService.checkSalesEmployeeNoDuplicate(
+                CurrentUserUtils.requireCurrentUserId(userId), employeeNo, excludeId));
+    }
+
+    @RequestMapping(value = "/channel/duplicate-check", method = {RequestMethod.GET, RequestMethod.POST})
+    public ApiResponse<ExpansionDuplicateCheckDTO> checkChannelDuplicate(
+            @RequestHeader("X-User-Id") Long userId,
+            @RequestParam("channelName") String channelName,
+            @RequestParam(value = "excludeId", required = false) Long excludeId) {
+        return ApiResponse.success(expansionService.checkChannelNameDuplicate(
+                CurrentUserUtils.requireCurrentUserId(userId), channelName, excludeId));
+    }
+
     @PostMapping("/sales")
     public ApiResponse<Long> createSales(
             @RequestHeader("X-User-Id") Long userId,

backend/src/main/java/com/unis/crm/dto/expansion/ExpansionDuplicateCheckDTO.java

@@ -0,0 +1,31 @@
+package com.unis.crm.dto.expansion;
+
+public class ExpansionDuplicateCheckDTO {
+
+    private boolean duplicated;
+    private String message;
+
+    public ExpansionDuplicateCheckDTO() {
+    }
+
+    public ExpansionDuplicateCheckDTO(boolean duplicated, String message) {
+        this.duplicated = duplicated;
+        this.message = message;
+    }
+
+    public boolean isDuplicated() {
+        return duplicated;
+    }
+
+    public void setDuplicated(boolean duplicated) {
+        this.duplicated = duplicated;
+    }
+
+    public String getMessage() {
+        return message;
+    }
+
+    public void setMessage(String message) {
+        this.message = message;
+    }
+}

backend/src/main/java/com/unis/crm/mapper/ExpansionMapper.java

@@ -64,13 +64,18 @@ public interface ExpansionMapper {
     @DataScope(tableAlias = "s", ownerColumn = "owner_user_id")
     int updateSalesExpansion(@Param("userId") Long userId, @Param("id") Long id, @Param("request") UpdateSalesExpansionRequest request);
 
-    int countSalesExpansionByEmployeeNo(@Param("userId") Long userId, @Param("employeeNo") String employeeNo);
+    int countSalesExpansionByEmployeeNo(@Param("employeeNo") String employeeNo);
 
     int countSalesExpansionByEmployeeNoExcludingId(
-            @Param("userId") Long userId,
             @Param("employeeNo") String employeeNo,
             @Param("excludeId") Long excludeId);
 
+    int countChannelExpansionByChannelName(@Param("channelName") String channelName);
+
+    int countChannelExpansionByChannelNameExcludingId(
+            @Param("channelName") String channelName,
+            @Param("excludeId") Long excludeId);
+
     @DataScope(tableAlias = "c", ownerColumn = "owner_user_id")
     int updateChannelExpansion(@Param("userId") Long userId, @Param("id") Long id, @Param("request") UpdateChannelExpansionRequest request);
 

backend/src/main/java/com/unis/crm/service/ExpansionService.java

@@ -4,6 +4,7 @@ import com.unis.crm.dto.expansion.CreateChannelExpansionRequest;
 import com.unis.crm.dto.expansion.CreateExpansionFollowUpRequest;
 import com.unis.crm.dto.expansion.CreateSalesExpansionRequest;
 import com.unis.crm.dto.expansion.DictOptionDTO;
+import com.unis.crm.dto.expansion.ExpansionDuplicateCheckDTO;
 import com.unis.crm.dto.expansion.ExpansionMetaDTO;
 import com.unis.crm.dto.expansion.ExpansionOverviewDTO;
 import com.unis.crm.dto.expansion.UpdateChannelExpansionRequest;
@@ -18,6 +19,10 @@ public interface ExpansionService {
 
     ExpansionOverviewDTO getOverview(Long userId, String keyword);
 
+    ExpansionDuplicateCheckDTO checkSalesEmployeeNoDuplicate(Long userId, String employeeNo, Long excludeId);
+
+    ExpansionDuplicateCheckDTO checkChannelNameDuplicate(Long userId, String channelName, Long excludeId);
+
     Long createSalesExpansion(Long userId, CreateSalesExpansionRequest request);
 
     Long createChannelExpansion(Long userId, CreateChannelExpansionRequest request);

backend/src/main/java/com/unis/crm/service/impl/ExpansionServiceImpl.java

@@ -8,6 +8,7 @@ import com.unis.crm.dto.expansion.CreateChannelExpansionRequest;
 import com.unis.crm.dto.expansion.CreateExpansionFollowUpRequest;
 import com.unis.crm.dto.expansion.CreateSalesExpansionRequest;
 import com.unis.crm.dto.expansion.DictOptionDTO;
+import com.unis.crm.dto.expansion.ExpansionDuplicateCheckDTO;
 import com.unis.crm.dto.expansion.ExpansionMetaDTO;
 import com.unis.crm.dto.expansion.ExpansionFollowUpDTO;
 import com.unis.crm.dto.expansion.ExpansionOverviewDTO;
@@ -32,10 +33,13 @@ import java.util.stream.Collectors;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
 import org.springframework.stereotype.Service;
+import org.springframework.transaction.annotation.Transactional;
 
 @Service
 public class ExpansionServiceImpl implements ExpansionService {
 
+    private static final String SALES_DUPLICATE_MESSAGE = "工号重复，请确认该人员是否已存在！";
+    private static final String CHANNEL_DUPLICATE_MESSAGE = "渠道重复，请确认该渠道是否已存在！";
     private static final String OFFICE_TYPE_CODE = "tz_bsc";
     private static final String INDUSTRY_TYPE_CODE = "tz_sshy";
     private static final String CERTIFICATION_LEVEL_TYPE_CODE = "tz_rzjb";
@@ -99,6 +103,32 @@ public class ExpansionServiceImpl implements ExpansionService {
         return new ExpansionOverviewDTO(salesItems, channelItems);
     }
 
+    @Override
+    public ExpansionDuplicateCheckDTO checkSalesEmployeeNoDuplicate(Long userId, String employeeNo, Long excludeId) {
+        String normalizedEmployeeNo = trimToNull(employeeNo);
+        if (normalizedEmployeeNo == null) {
+            return new ExpansionDuplicateCheckDTO(false, null);
+        }
+
+        int count = excludeId == null
+                ? expansionMapper.countSalesExpansionByEmployeeNo(normalizedEmployeeNo)
+                : expansionMapper.countSalesExpansionByEmployeeNoExcludingId(normalizedEmployeeNo, excludeId);
+        return new ExpansionDuplicateCheckDTO(count > 0, count > 0 ? SALES_DUPLICATE_MESSAGE : null);
+    }
+
+    @Override
+    public ExpansionDuplicateCheckDTO checkChannelNameDuplicate(Long userId, String channelName, Long excludeId) {
+        String normalizedChannelName = trimToNull(channelName);
+        if (normalizedChannelName == null) {
+            return new ExpansionDuplicateCheckDTO(false, null);
+        }
+
+        int count = excludeId == null
+                ? expansionMapper.countChannelExpansionByChannelName(normalizedChannelName)
+                : expansionMapper.countChannelExpansionByChannelNameExcludingId(normalizedChannelName, excludeId);
+        return new ExpansionDuplicateCheckDTO(count > 0, count > 0 ? CHANNEL_DUPLICATE_MESSAGE : null);
+    }
+
     @Override
     public Long createSalesExpansion(Long userId, CreateSalesExpansionRequest request) {
         fillSalesDefaults(request);
@@ -111,8 +141,10 @@ public class ExpansionServiceImpl implements ExpansionService {
     }
 
     @Override
+    @Transactional
     public Long createChannelExpansion(Long userId, CreateChannelExpansionRequest request) {
         fillChannelDefaults(request);
+        ensureUniqueChannelName(userId, request.getChannelName(), null);
         expansionMapper.insertChannelExpansion(userId, request);
         if (request.getId() == null) {
             throw new BusinessException("渠道拓展新增失败");
@@ -132,8 +164,10 @@ public class ExpansionServiceImpl implements ExpansionService {
     }
 
     @Override
+    @Transactional
     public void updateChannelExpansion(Long userId, Long id, UpdateChannelExpansionRequest request) {
         fillChannelDefaults(request);
+        ensureUniqueChannelName(userId, request.getChannelName(), id);
         int updated = expansionMapper.updateChannelExpansion(userId, id, request);
         if (updated <= 0) {
             throw new BusinessException("未找到可编辑的渠道拓展记录");
@@ -380,10 +414,19 @@ public class ExpansionServiceImpl implements ExpansionService {
 
     private void ensureUniqueEmployeeNo(Long userId, String employeeNo, Long excludeId) {
         int count = excludeId == null
-                ? expansionMapper.countSalesExpansionByEmployeeNo(userId, employeeNo)
+                ? expansionMapper.countSalesExpansionByEmployeeNo(employeeNo)
-                : expansionMapper.countSalesExpansionByEmployeeNoExcludingId(userId, employeeNo, excludeId);
+                : expansionMapper.countSalesExpansionByEmployeeNoExcludingId(employeeNo, excludeId);
         if (count > 0) {
-            throw new BusinessException("该工号已存在，请检查后再提交");
+            throw new BusinessException(SALES_DUPLICATE_MESSAGE);
+        }
+    }
+
+    private void ensureUniqueChannelName(Long userId, String channelName, Long excludeId) {
+        int count = excludeId == null
+                ? expansionMapper.countChannelExpansionByChannelName(channelName)
+                : expansionMapper.countChannelExpansionByChannelNameExcludingId(channelName, excludeId);
+        if (count > 0) {
+            throw new BusinessException(CHANNEL_DUPLICATE_MESSAGE);
         }
     }
 

backend/src/main/resources/mapper/expansion/ExpansionMapper.xml

@@ -42,13 +42,12 @@
     </select>
 
     <select id="selectNextChannelCode" resultType="java.lang.String">
-        select 'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((
+        select 'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad(
-            coalesce((
+            (case when seq.is_called then seq.last_value + 1 else seq.last_value end)::text,
-                select count(1)
+            6,
-                from crm_channel_expansion
+            '0'
-                where created_at::date = current_date
+        )
-            ), 0) + 1
+        from crm_channel_expansion_code_seq seq
-        )::text, 3, '0')
     </select>
 
     <select id="selectSalesExpansions" resultType="com.unis.crm.dto.expansion.SalesExpansionItemDTO">
@@ -380,13 +379,7 @@
             owner_user_id,
             remark
         ) values (
-            'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((
+            'QD-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad(nextval('crm_channel_expansion_code_seq')::text, 6, '0'),
-                coalesce((
-                    select count(1)
-                    from crm_channel_expansion
-                    where created_at::date = current_date
-                ), 0) + 1
-            )::text, 3, '0'),
             #{request.province},
             #{request.city},
             #{request.channelName},
@@ -459,15 +452,26 @@
     <select id="countSalesExpansionByEmployeeNo" resultType="int">
         select count(1)
         from crm_sales_expansion
-        where owner_user_id = #{userId}
+        where employee_no = #{employeeNo}
-          and employee_no = #{employeeNo}
     </select>
 
     <select id="countSalesExpansionByEmployeeNoExcludingId" resultType="int">
         select count(1)
         from crm_sales_expansion
-        where owner_user_id = #{userId}
+        where employee_no = #{employeeNo}
-          and employee_no = #{employeeNo}
+          and id &lt;&gt; #{excludeId}
+    </select>
+
+    <select id="countChannelExpansionByChannelName" resultType="int">
+        select count(1)
+        from crm_channel_expansion
+        where channel_name = #{channelName}
+    </select>
+
+    <select id="countChannelExpansionByChannelNameExcludingId" resultType="int">
+        select count(1)
+        from crm_channel_expansion
+        where channel_name = #{channelName}
           and id &lt;&gt; #{excludeId}
     </select>
 

frontend/node_modules/.vite/deps/_metadata.json

@@ -1,80 +1,86 @@
 {
-  "hash": "9b703341",
+  "hash": "4ed97220",
   "configHash": "4d48f89c",
-  "lockfileHash": "446f7b50",
+  "lockfileHash": "25980767",
-  "browserHash": "97389217",
+  "browserHash": "0ac37406",
   "optimized": {
     "react": {
       "src": "../../react/index.js",
       "file": "react.js",
-      "fileHash": "0e15d179",
+      "fileHash": "5499e597",
       "needsInterop": true
     },
     "react-dom": {
       "src": "../../react-dom/index.js",
       "file": "react-dom.js",
-      "fileHash": "56e0ac1a",
+      "fileHash": "ee512445",
       "needsInterop": true
     },
     "react/jsx-dev-runtime": {
       "src": "../../react/jsx-dev-runtime.js",
       "file": "react_jsx-dev-runtime.js",
-      "fileHash": "3873dbfb",
+      "fileHash": "b416d357",
       "needsInterop": true
     },
     "react/jsx-runtime": {
       "src": "../../react/jsx-runtime.js",
       "file": "react_jsx-runtime.js",
-      "fileHash": "36bae069",
+      "fileHash": "d2d6e3f0",
       "needsInterop": true
     },
     "clsx": {
       "src": "../../clsx/dist/clsx.mjs",
       "file": "clsx.js",
-      "fileHash": "ef2b5b9d",
+      "fileHash": "48844b26",
       "needsInterop": false
     },
     "date-fns": {
       "src": "../../date-fns/index.js",
       "file": "date-fns.js",
-      "fileHash": "b5d072ca",
+      "fileHash": "e0776950",
       "needsInterop": false
     },
     "lucide-react": {
       "src": "../../lucide-react/dist/esm/lucide-react.js",
       "file": "lucide-react.js",
-      "fileHash": "938b715f",
+      "fileHash": "2b6331af",
       "needsInterop": false
     },
     "motion/react": {
       "src": "../../motion/dist/es/react.mjs",
       "file": "motion_react.js",
-      "fileHash": "fb0e4ab1",
+      "fileHash": "6ad27c2c",
       "needsInterop": false
     },
     "react-dom/client": {
       "src": "../../react-dom/client.js",
       "file": "react-dom_client.js",
-      "fileHash": "c4c41e0d",
+      "fileHash": "105dfe43",
       "needsInterop": true
     },
     "react-router-dom": {
       "src": "../../react-router-dom/dist/index.mjs",
       "file": "react-router-dom.js",
-      "fileHash": "5254f612",
+      "fileHash": "8926882a",
       "needsInterop": false
     },
     "tailwind-merge": {
       "src": "../../tailwind-merge/dist/bundle-mjs.mjs",
       "file": "tailwind-merge.js",
-      "fileHash": "9fbd3db9",
+      "fileHash": "2c815557",
       "needsInterop": false
     },
     "date-fns/locale": {
       "src": "../../date-fns/locale.js",
       "file": "date-fns_locale.js",
-      "fileHash": "31cc6364",
+      "fileHash": "00bef214",
       "needsInterop": false
+    },
+    "exceljs": {
+      "src": "../../exceljs/dist/exceljs.min.js",
+      "file": "exceljs.js",
+      "fileHash": "7f44c50c",
+      "needsInterop": true
     }
   },
   "chunks": {

frontend/package.json

@@ -17,6 +17,7 @@
     "clsx": "^2.1.1",
     "date-fns": "^4.1.0",
     "dotenv": "^17.2.3",
+    "exceljs": "^4.4.0",
     "express": "^4.21.2",
     "lucide-react": "^0.546.0",
     "motion": "^12.23.24",

frontend/src/lib/auth.ts

@@ -443,6 +443,11 @@ export interface ExpansionMeta {
   nextChannelCode?: string;
 }
 
+export interface ExpansionDuplicateCheck {
+  duplicated?: boolean;
+  message?: string;
+}
+
 export interface CreateSalesExpansionPayload {
   employeeNo: string;
   candidateName: string;
@@ -896,6 +901,22 @@ export async function getExpansionCityOptions(provinceName: string) {
   return request<ExpansionDictOption[]>(`/api/expansion/areas/cities?${params.toString()}`, undefined, true);
 }
 
+export async function checkSalesExpansionDuplicate(employeeNo: string, excludeId?: number) {
+  const params = new URLSearchParams({ employeeNo });
+  if (excludeId) {
+    params.set("excludeId", String(excludeId));
+  }
+  return request<ExpansionDuplicateCheck>(`/api/expansion/sales/duplicate-check?${params.toString()}`, undefined, true);
+}
+
+export async function checkChannelExpansionDuplicate(channelName: string, excludeId?: number) {
+  const params = new URLSearchParams({ channelName });
+  if (excludeId) {
+    params.set("excludeId", String(excludeId));
+  }
+  return request<ExpansionDuplicateCheck>(`/api/expansion/channel/duplicate-check?${params.toString()}`, undefined, true);
+}
+
 export async function createSalesExpansion(payload: CreateSalesExpansionPayload) {
   return request<number>("/api/expansion/sales", {
     method: "POST",

frontend/src/pages/Expansion.tsx

@@ -1,8 +1,10 @@
 import { useCallback, useEffect, useState, type ReactNode } from "react";
-import { Search, Plus, MapPin, Building2, User, Phone, X, Clock, FileText, Calendar, ChevronRight } from "lucide-react";
+import { Search, Plus, Download, MapPin, Building2, User, Phone, X, Clock, FileText, Calendar, ChevronRight } from "lucide-react";
 import { motion, AnimatePresence } from "motion/react";
 import { useLocation } from "react-router-dom";
 import {
+  checkChannelExpansionDuplicate,
+  checkSalesExpansionDuplicate,
   createChannelExpansion,
   createSalesExpansion,
   decodeExpansionMultiValue,
@@ -125,6 +127,202 @@ function getFieldInputClass(hasError: boolean) {
   );
 }
 
+function normalizeExportText(value?: string | number | boolean | null) {
+  if (value === null || value === undefined) {
+    return "";
+  }
+  const normalized = String(value).replace(/\r?\n/g, " ").trim();
+  if (!normalized || normalized === "无") {
+    return "";
+  }
+  return normalized;
+}
+
+function formatExportBoolean(value?: boolean, trueLabel = "是", falseLabel = "否") {
+  if (value === null || value === undefined) {
+    return "";
+  }
+  return value ? trueLabel : falseLabel;
+}
+
+function formatExportFollowUps(followUps?: ExpansionFollowUp[]) {
+  if (!followUps?.length) {
+    return "";
+  }
+  return followUps
+    .map((followUp) => {
+      const summary = getExpansionFollowUpSummary(followUp);
+      const lines = [
+        [normalizeExportText(followUp.date), normalizeExportText(followUp.type)].filter(Boolean).join(" "),
+        normalizeExportText(summary.visitStartTime) ? `拜访时间：${normalizeExportText(summary.visitStartTime)}` : "",
+        normalizeExportText(summary.evaluationContent) ? `沟通内容：${normalizeExportText(summary.evaluationContent)}` : "",
+        normalizeExportText(summary.nextPlan) ? `后续规划：${normalizeExportText(summary.nextPlan)}` : "",
+      ].filter(Boolean);
+      return lines.join("\n");
+    })
+    .filter(Boolean)
+    .join("\n\n");
+}
+
+function formatExportFilenameTime(date = new Date()) {
+  const year = date.getFullYear();
+  const month = String(date.getMonth() + 1).padStart(2, "0");
+  const day = String(date.getDate()).padStart(2, "0");
+  const hours = String(date.getHours()).padStart(2, "0");
+  const minutes = String(date.getMinutes()).padStart(2, "0");
+  const seconds = String(date.getSeconds()).padStart(2, "0");
+  return `${year}${month}${day}_${hours}${minutes}${seconds}`;
+}
+
+function downloadExcelFile(filename: string, content: BlobPart) {
+  const blob = new Blob([content], { type: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet" });
+  const objectUrl = window.URL.createObjectURL(blob);
+  const link = document.createElement("a");
+  link.href = objectUrl;
+  link.download = filename;
+  document.body.appendChild(link);
+  link.click();
+  document.body.removeChild(link);
+  window.URL.revokeObjectURL(objectUrl);
+}
+
+function buildSalesExportHeaders(items: SalesExpansionItem[]) {
+  const maxProjects = Math.max(0, ...items.map((item) => item.relatedProjects?.length ?? 0));
+  const headers = [
+    "工号",
+    "姓名",
+    "联系方式",
+    "代表处 / 办事处",
+    "所属部门",
+    "职务",
+    "所属行业",
+    "合作意向",
+    "销售是否在职",
+    "销售以前是否做过云桌面项目",
+    "跟进项目金额",
+  ];
+
+  for (let index = 0; index < maxProjects; index += 1) {
+    headers.push(`项目${index + 1}编码`, `项目${index + 1}名称`, `项目${index + 1}金额`);
+  }
+
+  headers.push("跟进记录");
+  return headers;
+}
+
+function buildSalesExportData(items: SalesExpansionItem[]) {
+  const maxProjects = Math.max(0, ...items.map((item) => item.relatedProjects?.length ?? 0));
+
+  return items.map((item) => {
+    const row = [
+      normalizeExportText(item.employeeNo),
+      normalizeExportText(item.name),
+      normalizeExportText(item.phone),
+      normalizeExportText(item.officeName),
+      normalizeExportText(item.dept),
+      normalizeExportText(item.title),
+      normalizeExportText(item.industry),
+      normalizeExportText(item.intent),
+      item.active === null || item.active === undefined ? "" : item.active ? "是" : "否",
+      formatExportBoolean(item.hasExp),
+      normalizeExportText(formatRelatedProjectAmount(item.relatedProjects)),
+    ];
+
+    for (let index = 0; index < maxProjects; index += 1) {
+      const project = item.relatedProjects?.[index];
+      row.push(
+        normalizeExportText(project?.opportunityCode),
+        normalizeExportText(project?.opportunityName),
+        project?.amount === null || project?.amount === undefined ? "" : formatAmount(Number(project.amount)),
+      );
+    }
+
+    row.push(formatExportFollowUps(item.followUps));
+    return row;
+  });
+}
+
+function buildChannelExportHeaders(items: ChannelExpansionItem[]) {
+  const maxProjects = Math.max(0, ...items.map((item) => item.relatedProjects?.length ?? 0));
+  const maxContacts = Math.max(0, ...items.map((item) => item.contacts?.length ?? 0));
+  const headers = [
+    "编码",
+    "渠道名称",
+    "省份",
+    "市",
+    "办公地址",
+    "认证级别",
+    "聚焦行业",
+    "渠道属性",
+    "新华三内部属性",
+    "合作意向",
+    "建立联系时间",
+    "营收规模",
+    "人员规模",
+    "以前是否做过云桌面项目",
+    "跟进项目金额",
+  ];
+
+  for (let index = 0; index < maxProjects; index += 1) {
+    headers.push(`项目${index + 1}编码`, `项目${index + 1}名称`, `项目${index + 1}金额`);
+  }
+
+  for (let index = 0; index < maxContacts; index += 1) {
+    headers.push(`人员${index + 1}姓名`, `人员${index + 1}联系电话`, `人员${index + 1}职位`);
+  }
+
+  headers.push("备注说明");
+  headers.push("跟进记录");
+  return headers;
+}
+
+function buildChannelExportData(items: ChannelExpansionItem[]) {
+  const maxProjects = Math.max(0, ...items.map((item) => item.relatedProjects?.length ?? 0));
+  const maxContacts = Math.max(0, ...items.map((item) => item.contacts?.length ?? 0));
+
+  return items.map((item) => {
+    const row = [
+      normalizeExportText(item.channelCode),
+      normalizeExportText(item.name),
+      normalizeExportText(item.province),
+      normalizeExportText(item.city),
+      normalizeExportText(item.officeAddress),
+      normalizeExportText(item.certificationLevel),
+      normalizeExportText(item.channelIndustry),
+      normalizeExportText(item.channelAttribute),
+      normalizeExportText(item.internalAttribute),
+      normalizeExportText(item.intent),
+      normalizeExportText(item.establishedDate),
+      normalizeExportText(item.revenue),
+      item.size ? `${item.size}人` : "",
+      formatExportBoolean(item.hasDesktopExp),
+      normalizeExportText(formatRelatedProjectAmount(item.relatedProjects)),
+    ];
+
+    for (let index = 0; index < maxProjects; index += 1) {
+      const project = item.relatedProjects?.[index];
+      row.push(
+        normalizeExportText(project?.opportunityCode),
+        normalizeExportText(project?.opportunityName),
+        project?.amount === null || project?.amount === undefined ? "" : formatAmount(Number(project.amount)),
+      );
+    }
+
+    for (let index = 0; index < maxContacts; index += 1) {
+      const contact = item.contacts?.[index];
+      row.push(
+        normalizeExportText(contact?.name),
+        normalizeExportText(contact?.mobile),
+        normalizeExportText(contact?.title),
+      );
+    }
+
+    row.push(normalizeExportText(item.notes));
+    row.push(formatExportFollowUps(item.followUps));
+    return row;
+  });
+}
+
 function validateSalesCreateForm(form: CreateSalesExpansionPayload) {
   const errors: Partial<Record<SalesCreateField, string>> = {};
 
@@ -392,8 +590,14 @@ export default function Expansion() {
   const [createOpen, setCreateOpen] = useState(false);
   const [editOpen, setEditOpen] = useState(false);
   const [submitting, setSubmitting] = useState(false);
+  const [exporting, setExporting] = useState(false);
+  const [salesDuplicateChecking, setSalesDuplicateChecking] = useState(false);
+  const [channelDuplicateChecking, setChannelDuplicateChecking] = useState(false);
   const [createError, setCreateError] = useState("");
   const [editError, setEditError] = useState("");
+  const [exportError, setExportError] = useState("");
+  const [salesDuplicateMessage, setSalesDuplicateMessage] = useState("");
+  const [channelDuplicateMessage, setChannelDuplicateMessage] = useState("");
   const [salesCreateFieldErrors, setSalesCreateFieldErrors] = useState<Partial<Record<SalesCreateField, string>>>({});
   const [salesEditFieldErrors, setSalesEditFieldErrors] = useState<Partial<Record<SalesCreateField, string>>>({});
   const [channelCreateFieldErrors, setChannelCreateFieldErrors] = useState<Partial<Record<ChannelField, string>>>({});
@@ -520,8 +724,88 @@ export default function Expansion() {
     }
   }, [selectedItem]);
 
+  useEffect(() => {
+    if (!createOpen || activeTab !== "sales") {
+      setSalesDuplicateChecking(false);
+      return;
+    }
+
+    const normalizedEmployeeNo = salesForm.employeeNo.trim();
+    if (!normalizedEmployeeNo) {
+      setSalesDuplicateChecking(false);
+      setSalesDuplicateMessage("");
+      return;
+    }
+
+    let cancelled = false;
+    const timer = window.setTimeout(async () => {
+      setSalesDuplicateChecking(true);
+      try {
+        const result = await checkSalesExpansionDuplicate(normalizedEmployeeNo);
+        if (!cancelled) {
+          setSalesDuplicateMessage(result.duplicated ? result.message || "工号重复，请确认该人员是否已存在！" : "");
+        }
+      } catch {
+        if (!cancelled) {
+          setSalesDuplicateMessage("");
+        }
+      } finally {
+        if (!cancelled) {
+          setSalesDuplicateChecking(false);
+        }
+      }
+    }, 400);
+
+    return () => {
+      cancelled = true;
+      window.clearTimeout(timer);
+    };
+  }, [activeTab, createOpen, salesForm.employeeNo]);
+
+  useEffect(() => {
+    if (!createOpen || activeTab !== "channel") {
+      setChannelDuplicateChecking(false);
+      return;
+    }
+
+    const normalizedChannelName = channelForm.channelName.trim();
+    if (!normalizedChannelName) {
+      setChannelDuplicateChecking(false);
+      setChannelDuplicateMessage("");
+      return;
+    }
+
+    let cancelled = false;
+    const timer = window.setTimeout(async () => {
+      setChannelDuplicateChecking(true);
+      try {
+        const result = await checkChannelExpansionDuplicate(normalizedChannelName);
+        if (!cancelled) {
+          setChannelDuplicateMessage(result.duplicated ? result.message || "渠道重复，请确认该渠道是否已存在！" : "");
+        }
+      } catch {
+        if (!cancelled) {
+          setChannelDuplicateMessage("");
+        }
+      } finally {
+        if (!cancelled) {
+          setChannelDuplicateChecking(false);
+        }
+      }
+    }, 400);
+
+    return () => {
+      cancelled = true;
+      window.clearTimeout(timer);
+    };
+  }, [activeTab, channelForm.channelName, createOpen]);
+
   const handleSalesChange = <K extends keyof CreateSalesExpansionPayload>(key: K, value: CreateSalesExpansionPayload[K]) => {
     setSalesForm((current) => ({ ...current, [key]: value }));
+    if (key === "employeeNo") {
+      setSalesDuplicateMessage("");
+      setSalesDuplicateChecking(false);
+    }
     if (key in salesCreateFieldErrors) {
       setSalesCreateFieldErrors((current) => {
         const next = { ...current };
@@ -533,6 +817,10 @@ export default function Expansion() {
 
   const handleChannelChange = <K extends keyof CreateChannelExpansionPayload>(key: K, value: CreateChannelExpansionPayload[K]) => {
     setChannelForm((current) => ({ ...current, [key]: value }));
+    if (key === "channelName") {
+      setChannelDuplicateMessage("");
+      setChannelDuplicateChecking(false);
+    }
     if (key in channelCreateFieldErrors) {
       setChannelCreateFieldErrors((current) => {
         const next = { ...current };
@@ -618,6 +906,10 @@ export default function Expansion() {
   const resetCreateState = () => {
     setCreateOpen(false);
     setCreateError("");
+    setSalesDuplicateChecking(false);
+    setChannelDuplicateChecking(false);
+    setSalesDuplicateMessage("");
+    setChannelDuplicateMessage("");
     setSalesCreateFieldErrors({});
     setChannelCreateFieldErrors({});
     setInvalidCreateChannelContactRows([]);
@@ -744,6 +1036,26 @@ export default function Expansion() {
       }
     }
 
+    if (activeTab === "sales") {
+      const duplicateResult = await checkSalesExpansionDuplicate(salesForm.employeeNo.trim());
+      if (duplicateResult.duplicated) {
+        const duplicateMessage = duplicateResult.message || "工号重复，请确认该人员是否已存在！";
+        setSalesDuplicateMessage(duplicateMessage);
+        setSalesCreateFieldErrors((current) => ({ ...current, employeeNo: duplicateMessage }));
+        setCreateError(duplicateMessage);
+        return;
+      }
+    } else {
+      const duplicateResult = await checkChannelExpansionDuplicate(channelForm.channelName.trim());
+      if (duplicateResult.duplicated) {
+        const duplicateMessage = duplicateResult.message || "渠道重复，请确认该渠道是否已存在！";
+        setChannelDuplicateMessage(duplicateMessage);
+        setChannelCreateFieldErrors((current) => ({ ...current, channelName: duplicateMessage }));
+        setCreateError(duplicateMessage);
+        return;
+      }
+    }
+
     setSubmitting(true);
 
     try {
@@ -843,18 +1155,100 @@ export default function Expansion() {
   const handleTabChange = (tab: ExpansionTab) => {
     setActiveTab(tab);
     setSelectedItem(null);
+    setExportError("");
+  };
+
+  const handleExport = async () => {
+    if (exporting) {
+      return;
+    }
+
+    const isSalesTab = activeTab === "sales";
+    const items = isSalesTab ? salesData : channelData;
+    if (items.length <= 0) {
+      setExportError(`当前${isSalesTab ? "销售人员拓展" : "渠道拓展"}暂无可导出数据`);
+      return;
+    }
+
+    setExporting(true);
+    setExportError("");
+
+    try {
+      const ExcelJS = await import("exceljs");
+      const workbook = new ExcelJS.Workbook();
+      const worksheet = workbook.addWorksheet(isSalesTab ? "销售人员拓展" : "渠道拓展");
+      const headers = isSalesTab ? buildSalesExportHeaders(salesData) : buildChannelExportHeaders(channelData);
+      const rows = isSalesTab ? buildSalesExportData(salesData) : buildChannelExportData(channelData);
+
+      worksheet.addRow(headers);
+      rows.forEach((row) => {
+        worksheet.addRow(row);
+      });
+
+      worksheet.views = [{ state: "frozen", ySplit: 1 }];
+      const followUpColumnIndex = headers.indexOf("跟进记录") + 1;
+      worksheet.getRow(1).height = 24;
+      worksheet.getRow(1).font = { bold: true };
+      worksheet.getRow(1).alignment = { vertical: "middle", horizontal: "center" };
+
+      headers.forEach((header, index) => {
+        const column = worksheet.getColumn(index + 1);
+        if (header === "跟进记录") {
+          column.width = 42;
+        } else if (header.includes("办公地址") || header.includes("备注")) {
+          column.width = 24;
+        } else if (header.includes("项目") && header.includes("名称")) {
+          column.width = 24;
+        } else if (header.includes("渠道属性") || header.includes("内部属性") || header.includes("聚焦行业")) {
+          column.width = 18;
+        } else {
+          column.width = 16;
+        }
+      });
+
+      worksheet.eachRow((row, rowNumber) => {
+        row.eachCell((cell, columnNumber) => {
+          cell.border = {
+            top: { style: "thin", color: { argb: "FFE2E8F0" } },
+            left: { style: "thin", color: { argb: "FFE2E8F0" } },
+            bottom: { style: "thin", color: { argb: "FFE2E8F0" } },
+            right: { style: "thin", color: { argb: "FFE2E8F0" } },
+          };
+          cell.alignment = {
+            vertical: "top",
+            horizontal: rowNumber === 1 ? "center" : "left",
+            wrapText: headers[columnNumber - 1] === "跟进记录",
+          };
+        });
+        if (rowNumber > 1 && followUpColumnIndex > 0) {
+          const followUpText = normalizeExportText(row.getCell(followUpColumnIndex).value as string | null | undefined);
+          const lineCount = followUpText ? followUpText.split("\n").length : 1;
+          row.height = Math.max(22, lineCount * 16);
+        }
+      });
+
+      const buffer = await workbook.xlsx.writeBuffer();
+      const filename = `${isSalesTab ? "销售人员拓展" : "渠道拓展"}_${formatExportFilenameTime()}.xlsx`;
+      downloadExcelFile(filename, buffer);
+    } catch (error) {
+      setExportError(error instanceof Error ? error.message : "导出失败，请稍后重试");
+    } finally {
+      setExporting(false);
+    }
   };
 
   const renderSalesForm = (
     form: CreateSalesExpansionPayload,
     onChange: <K extends keyof CreateSalesExpansionPayload>(key: K, value: CreateSalesExpansionPayload[K]) => void,
     fieldErrors?: Partial<Record<SalesCreateField, string>>,
+    isEdit = false,
   ) => (
     <div className="crm-form-grid">
       <label className="space-y-2">
         <span className="text-sm font-medium text-slate-700 dark:text-slate-300">工号<RequiredMark /></span>
         <input value={form.employeeNo} onChange={(e) => onChange("employeeNo", e.target.value)} className={getFieldInputClass(Boolean(fieldErrors?.employeeNo))} />
         {fieldErrors?.employeeNo ? <p className="text-xs text-rose-500">{fieldErrors.employeeNo}</p> : null}
+        {!fieldErrors?.employeeNo && !isEdit && salesDuplicateMessage ? <p className="text-xs text-rose-500">{salesDuplicateMessage}</p> : null}
       </label>
       <label className="space-y-2">
         <span className="text-sm font-medium text-slate-700 dark:text-slate-300">代表处 / 办事处<RequiredMark /></span>
@@ -993,6 +1387,7 @@ export default function Expansion() {
         <span className="text-sm font-medium text-slate-700 dark:text-slate-300">渠道名称<RequiredMark /></span>
         <input value={form.channelName} onChange={(e) => onChange("channelName", e.target.value)} className={getFieldInputClass(Boolean(fieldErrors?.channelName))} />
         {fieldErrors?.channelName ? <p className="text-xs text-rose-500">{fieldErrors.channelName}</p> : null}
+        {!fieldErrors?.channelName && !isEdit && channelDuplicateMessage ? <p className="text-xs text-rose-500">{channelDuplicateMessage}</p> : null}
       </label>
       <label className="space-y-2">
         <span className="text-sm font-medium text-slate-700 dark:text-slate-300">省份<RequiredMark /></span>
@@ -1216,15 +1611,24 @@ export default function Expansion() {
       <header className="crm-page-header">
         <div className="crm-page-heading">
           <h1 className="crm-page-title">拓展管理</h1>
-          <p className="crm-page-subtitle hidden sm:block">维护销售拓展与渠道拓展的基础资料，并查看关联项目与跟进记录。</p>
         </div>
-        <button
+        <div className="flex items-center gap-2">
-          onClick={handleOpenCreate}
+          <button
-          className={cn("crm-btn-sm crm-btn-primary flex items-center gap-2", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
+            onClick={handleExport}
-        >
+            disabled={exporting}
-          <Plus className="crm-icon-md" />
+            className={cn("crm-btn-sm crm-btn-secondary flex items-center gap-2 disabled:cursor-not-allowed disabled:opacity-60", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
-          <span className="hidden sm:inline">新增</span>
+          >
-        </button>
+            <Download className="crm-icon-md" />
+            <span className="hidden sm:inline">{exporting ? "导出中..." : "导出"}</span>
+          </button>
+          <button
+            onClick={handleOpenCreate}
+            className={cn("crm-btn-sm crm-btn-primary flex items-center gap-2", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
+          >
+            <Plus className="crm-icon-md" />
+            <span className="hidden sm:inline">新增</span>
+          </button>
+        </div>
       </header>
 
       <div className={cn("crm-filter-bar flex", !disableMobileMotion && "backdrop-blur-sm")}>
@@ -1252,11 +1656,16 @@ export default function Expansion() {
           type="text"
           placeholder="搜索工号、姓名、渠道名称、行业..."
           value={keyword}
-          onChange={(event) => setKeyword(event.target.value)}
+          onChange={(event) => {
+            setKeyword(event.target.value);
+            setExportError("");
+          }}
           className="crm-input-box crm-input-text w-full border border-slate-200 bg-white pl-10 text-slate-900 outline-none transition-all focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50 dark:text-white"
         />
       </div>
 
+      {exportError ? <div className="crm-alert crm-alert-error">{exportError}</div> : null}
+
       <div className="crm-list-stack">
         {activeTab === "sales" ? (
           salesData.length > 0 ? (
@@ -1352,7 +1761,7 @@ export default function Expansion() {
               </div>
             )}
           >
-            {activeTab === "sales" ? renderSalesForm(salesForm, handleSalesChange, salesCreateFieldErrors) : renderChannelForm(channelForm, handleChannelChange, false, channelCreateFieldErrors, invalidCreateChannelContactRows)}
+            {activeTab === "sales" ? renderSalesForm(salesForm, handleSalesChange, salesCreateFieldErrors, false) : renderChannelForm(channelForm, handleChannelChange, false, channelCreateFieldErrors, invalidCreateChannelContactRows)}
             {createError ? <div className="crm-alert crm-alert-error mt-4">{createError}</div> : null}
           </ModalShell>
         )}
@@ -1371,7 +1780,7 @@ export default function Expansion() {
               </div>
             )}
           >
-            {selectedItem.type === "sales" ? renderSalesForm(editSalesForm, handleEditSalesChange, salesEditFieldErrors) : renderChannelForm(editChannelForm, handleEditChannelChange, true, channelEditFieldErrors, invalidEditChannelContactRows)}
+            {selectedItem.type === "sales" ? renderSalesForm(editSalesForm, handleEditSalesChange, salesEditFieldErrors, true) : renderChannelForm(editChannelForm, handleEditChannelChange, true, channelEditFieldErrors, invalidEditChannelContactRows)}
             {editError ? <div className="crm-alert crm-alert-error mt-4">{editError}</div> : null}
           </ModalShell>
         )}

frontend/src/pages/Login.tsx

@@ -262,22 +262,11 @@ export default function LoginPage() {
                     <h1>{appName}</h1>
                   </div>
                 </div>
-                <div className="login-intro-copy">
-                  <p className="login-panel-eyebrow">欢迎回来</p>
-                  <h2>账号登录</h2>
-                  <p>{systemDescription}</p>
-                </div>
-                <div className="login-intro-points">
-                  <span>客户拓展</span>
-                  <span>商机推进</span>
-                  <span>销售协同</span>
-                </div>
               </div>
 
               <div className="login-panel-formWrap">
                 <div className="login-panel-header">
                   <p className="login-panel-eyebrow">欢迎回来</p>
-                  <h3>{appName}</h3>
                 </div>
 
                 <form className="login-form" onSubmit={handleSubmit}>

frontend/src/pages/Opportunities.tsx

@@ -1,5 +1,5 @@
 import { useEffect, useRef, useState, type ReactNode } from "react";
-import { Search, Plus, ChevronRight, ChevronDown, Check, Building, Calendar, DollarSign, Activity, X, Clock, FileText, User, Tag, AlertTriangle, ListFilter } from "lucide-react";
+import { Search, Plus, Download, ChevronRight, ChevronDown, Check, Building, Calendar, DollarSign, Activity, X, Clock, FileText, User, Tag, AlertTriangle, ListFilter } from "lucide-react";
 import { motion, AnimatePresence } from "motion/react";
 import { createOpportunity, getExpansionOverview, getOpportunityMeta, getOpportunityOmsPreSalesOptions, getOpportunityOverview, pushOpportunityToOms, updateOpportunity, type ChannelExpansionItem, type CreateOpportunityPayload, type OmsPreSalesOption, type OpportunityDictOption, type OpportunityFollowUp, type OpportunityItem, type PushOpportunityToOmsPayload, type SalesExpansionItem } from "@/lib/auth";
 import { AdaptiveSelect } from "@/components/AdaptiveSelect";
@@ -74,6 +74,39 @@ function formatAmount(value?: number) {
   return new Intl.NumberFormat("zh-CN").format(Number(value));
 }
 
+function normalizeOpportunityExportText(value?: string | number | boolean | null) {
+  if (value === null || value === undefined) {
+    return "";
+  }
+  const normalized = String(value).replace(/\r?\n/g, " ").trim();
+  if (!normalized || normalized === "无" || normalized === "待定" || normalized === "未关联") {
+    return "";
+  }
+  return normalized;
+}
+
+function downloadOpportunityExcelFile(filename: string, content: BlobPart) {
+  const blob = new Blob([content], { type: "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet" });
+  const objectUrl = window.URL.createObjectURL(blob);
+  const link = document.createElement("a");
+  link.href = objectUrl;
+  link.download = filename;
+  document.body.appendChild(link);
+  link.click();
+  document.body.removeChild(link);
+  window.URL.revokeObjectURL(objectUrl);
+}
+
+function formatOpportunityExportFilenameTime(date = new Date()) {
+  const year = date.getFullYear();
+  const month = String(date.getMonth() + 1).padStart(2, "0");
+  const day = String(date.getDate()).padStart(2, "0");
+  const hours = String(date.getHours()).padStart(2, "0");
+  const minutes = String(date.getMinutes()).padStart(2, "0");
+  const seconds = String(date.getSeconds()).padStart(2, "0");
+  return `${year}${month}${day}_${hours}${minutes}${seconds}`;
+}
+
 function toFormFromItem(item: OpportunityItem): CreateOpportunityPayload {
   return {
     opportunityName: item.name || "",
@@ -480,6 +513,8 @@ function SearchableSelect({
 }) {
   const [open, setOpen] = useState(false);
   const [query, setQuery] = useState("");
+  const [desktopDropdownPlacement, setDesktopDropdownPlacement] = useState<"top" | "bottom">("bottom");
+  const [desktopDropdownMaxHeight, setDesktopDropdownMaxHeight] = useState(256);
   const containerRef = useRef<HTMLDivElement | null>(null);
   const isMobile = useIsMobileViewport();
   const normalizedOptions = dedupeSearchableOptions(options);
@@ -502,6 +537,25 @@ function SearchableSelect({
       return;
     }
 
+    const updateDesktopDropdownLayout = () => {
+      const rect = containerRef.current?.getBoundingClientRect();
+      if (!rect || typeof window === "undefined") {
+        return;
+      }
+
+      const viewportHeight = window.innerHeight;
+      const safePadding = 24;
+      const panelPadding = 96;
+      const availableBelow = Math.max(160, viewportHeight - rect.bottom - safePadding - panelPadding);
+      const availableAbove = Math.max(160, rect.top - safePadding - panelPadding);
+      const shouldOpenUpward = availableBelow < 280 && availableAbove > availableBelow;
+
+      setDesktopDropdownPlacement(shouldOpenUpward ? "top" : "bottom");
+      setDesktopDropdownMaxHeight(Math.min(320, shouldOpenUpward ? availableAbove : availableBelow));
+    };
+
+    updateDesktopDropdownLayout();
+
     const handlePointerDown = (event: MouseEvent) => {
       if (!containerRef.current?.contains(event.target as Node)) {
         setOpen(false);
@@ -509,9 +563,17 @@ function SearchableSelect({
       }
     };
 
+    const handleViewportChange = () => {
+      updateDesktopDropdownLayout();
+    };
+
     document.addEventListener("mousedown", handlePointerDown);
+    window.addEventListener("resize", handleViewportChange);
+    window.addEventListener("scroll", handleViewportChange, true);
     return () => {
       document.removeEventListener("mousedown", handlePointerDown);
+      window.removeEventListener("resize", handleViewportChange);
+      window.removeEventListener("scroll", handleViewportChange, true);
     };
   }, [isMobile, open]);
 
@@ -540,7 +602,7 @@ function SearchableSelect({
         />
       </div>
 
-      <div className="mt-3 max-h-64 space-y-1 overflow-y-auto">
+      <div className="mt-3 max-h-64 space-y-1 overflow-y-auto overscroll-contain pr-1">
         <button
           type="button"
           onClick={() => {
@@ -610,9 +672,17 @@ function SearchableSelect({
             initial={{ opacity: 0, y: 8 }}
             animate={{ opacity: 1, y: 0 }}
             exit={{ opacity: 0, y: 8 }}
-            className="absolute z-20 mt-2 w-full rounded-2xl border border-slate-200 bg-white p-3 shadow-xl dark:border-slate-800 dark:bg-slate-900"
+            className={cn(
+              "absolute z-20 w-full rounded-2xl border border-slate-200 bg-white p-3 shadow-xl dark:border-slate-800 dark:bg-slate-900",
+              desktopDropdownPlacement === "top" ? "bottom-full mb-2" : "top-full mt-2",
+            )}
           >
-            {renderSearchBody()}
+            <div
+              style={{ maxHeight: `${desktopDropdownMaxHeight}px` }}
+              className="overflow-y-auto overscroll-contain pr-1"
+            >
+              {renderSearchBody()}
+            </div>
           </motion.div>
         ) : null}
       </AnimatePresence>
@@ -857,7 +927,9 @@ export default function Opportunities() {
   const [pushConfirmOpen, setPushConfirmOpen] = useState(false);
   const [submitting, setSubmitting] = useState(false);
   const [pushingOms, setPushingOms] = useState(false);
+  const [exporting, setExporting] = useState(false);
   const [error, setError] = useState("");
+  const [exportError, setExportError] = useState("");
   const [items, setItems] = useState<OpportunityItem[]>([]);
   const [salesExpansionOptions, setSalesExpansionOptions] = useState<SalesExpansionItem[]>([]);
   const [channelExpansionOptions, setChannelExpansionOptions] = useState<ChannelExpansionItem[]>([]);
@@ -1065,6 +1137,147 @@ export default function Opportunities() {
     return "text-rose-600 dark:text-rose-400 bg-rose-50 dark:bg-rose-500/10 border-rose-200 dark:border-rose-500/20";
   };
 
+  const handleExport = async () => {
+    if (exporting) {
+      return;
+    }
+
+    if (visibleItems.length <= 0) {
+      setExportError(`当前${archiveTab === "active" ? "未归档" : "已归档"}商机暂无可导出数据`);
+      return;
+    }
+
+    setExporting(true);
+    setExportError("");
+
+    try {
+      const ExcelJS = await import("exceljs");
+      const workbook = new ExcelJS.Workbook();
+      const worksheet = workbook.addWorksheet("商机储备");
+      const headers = [
+        "项目编号",
+        "项目名称",
+        "项目地",
+        "最终客户",
+        "建设类型",
+        "运作方",
+        "项目阶段",
+        "项目把握度",
+        "预计金额（元）",
+        "预计下单时间",
+        "销售拓展人员姓名",
+        "销售拓展人员合作意向",
+        "销售拓展人员是否在职",
+        "拓展渠道名称",
+        "拓展渠道合作意向",
+        "拓展渠道建立联系时间",
+        "新华三负责人",
+        "售前",
+        "竞争对手",
+        "项目最新进展",
+        "后续规划",
+        "备注说明",
+        "跟进记录",
+      ];
+
+      worksheet.addRow(headers);
+
+      visibleItems.forEach((item) => {
+        const relatedSales = item.salesExpansionId
+          ? salesExpansionOptions.find((option) => option.id === item.salesExpansionId) ?? null
+          : null;
+        const relatedChannel = item.channelExpansionId
+          ? channelExpansionOptions.find((option) => option.id === item.channelExpansionId) ?? null
+          : null;
+        const followUpText = (item.followUps ?? [])
+          .map((record) => {
+            const summary = getOpportunityFollowUpSummary(record);
+            const lines = [
+              [normalizeOpportunityExportText(record.date), normalizeOpportunityExportText(record.user)].filter(Boolean).join(" / "),
+              normalizeOpportunityExportText(summary.communicationContent),
+            ].filter(Boolean);
+            return lines.join("\n");
+          })
+          .filter(Boolean)
+          .join("\n\n");
+
+        worksheet.addRow([
+          normalizeOpportunityExportText(item.code),
+          normalizeOpportunityExportText(item.name),
+          normalizeOpportunityExportText(item.projectLocation),
+          normalizeOpportunityExportText(item.client),
+          normalizeOpportunityExportText(item.type || "新建"),
+          normalizeOpportunityExportText(item.operatorName),
+          normalizeOpportunityExportText(item.stage),
+          getConfidenceLabel(item.confidence),
+          item.amount === null || item.amount === undefined ? "" : `¥${formatAmount(item.amount)}`,
+          normalizeOpportunityExportText(item.date),
+          normalizeOpportunityExportText(item.salesExpansionName || relatedSales?.name),
+          normalizeOpportunityExportText(relatedSales?.intent),
+          relatedSales ? (relatedSales.active ? "是" : "否") : "",
+          normalizeOpportunityExportText(item.channelExpansionName || relatedChannel?.name),
+          normalizeOpportunityExportText(relatedChannel?.intent),
+          normalizeOpportunityExportText(relatedChannel?.establishedDate),
+          normalizeOpportunityExportText(item.salesExpansionName || relatedSales?.name),
+          normalizeOpportunityExportText(item.preSalesName),
+          normalizeOpportunityExportText(item.competitorName),
+          normalizeOpportunityExportText(item.latestProgress),
+          normalizeOpportunityExportText(item.nextPlan),
+          normalizeOpportunityExportText(item.notes),
+          followUpText,
+        ]);
+      });
+
+      worksheet.views = [{ state: "frozen", ySplit: 1 }];
+      const followUpColumnIndex = headers.indexOf("跟进记录") + 1;
+      worksheet.getRow(1).height = 24;
+      worksheet.getRow(1).font = { bold: true };
+      worksheet.getRow(1).alignment = { vertical: "middle", horizontal: "center" };
+
+      headers.forEach((header, index) => {
+        const column = worksheet.getColumn(index + 1);
+        if (header === "跟进记录") {
+          column.width = 42;
+        } else if (header.includes("项目最新进展") || header.includes("后续规划") || header.includes("备注")) {
+          column.width = 24;
+        } else if (header.includes("项目名称") || header.includes("最终客户")) {
+          column.width = 20;
+        } else {
+          column.width = 16;
+        }
+      });
+
+      worksheet.eachRow((row, rowNumber) => {
+        row.eachCell((cell, columnNumber) => {
+          cell.border = {
+            top: { style: "thin", color: { argb: "FFE2E8F0" } },
+            left: { style: "thin", color: { argb: "FFE2E8F0" } },
+            bottom: { style: "thin", color: { argb: "FFE2E8F0" } },
+            right: { style: "thin", color: { argb: "FFE2E8F0" } },
+          };
+          cell.alignment = {
+            vertical: "top",
+            horizontal: rowNumber === 1 ? "center" : "left",
+            wrapText: headers[columnNumber - 1] === "跟进记录",
+          };
+        });
+        if (rowNumber > 1 && followUpColumnIndex > 0) {
+          const followUpText = normalizeOpportunityExportText(row.getCell(followUpColumnIndex).value as string | null | undefined);
+          const lineCount = followUpText ? followUpText.split("\n").length : 1;
+          row.height = Math.max(22, lineCount * 16);
+        }
+      });
+
+      const buffer = await workbook.xlsx.writeBuffer();
+      const filename = `商机储备_${archiveTab === "active" ? "未归档" : "已归档"}_${formatOpportunityExportFilenameTime()}.xlsx`;
+      downloadOpportunityExcelFile(filename, buffer);
+    } catch (exportErr) {
+      setExportError(exportErr instanceof Error ? exportErr.message : "导出失败，请稍后重试");
+    } finally {
+      setExporting(false);
+    }
+  };
+
   const handleChange = <K extends keyof CreateOpportunityPayload>(key: K, value: CreateOpportunityPayload[K]) => {
     setForm((current) => ({ ...current, [key]: value }));
     if (key in fieldErrors) {
@@ -1261,20 +1474,32 @@ export default function Opportunities() {
       <header className="crm-page-header">
         <div className="crm-page-heading">
           <h1 className="crm-page-title">商机储备</h1>
-          <p className="crm-page-subtitle hidden sm:block">维护商机基础信息，查看关联拓展对象和日报自动回写的跟进记录。</p>
         </div>
-        <button
+        <div className="flex items-center gap-2">
-          onClick={handleOpenCreate}
+          <button
-          className={cn("crm-btn-sm crm-btn-primary flex items-center gap-2", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
+            onClick={() => void handleExport()}
-        >
+            disabled={exporting}
-          <Plus className="crm-icon-md" />
+            className={cn("crm-btn-sm crm-btn-secondary flex items-center gap-2 disabled:cursor-not-allowed disabled:opacity-60", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
-          <span className="hidden sm:inline">新增商机</span>
+          >
-        </button>
+            <Download className="crm-icon-md" />
+            <span className="hidden sm:inline">{exporting ? "导出中..." : "导出"}</span>
+          </button>
+          <button
+            onClick={handleOpenCreate}
+            className={cn("crm-btn-sm crm-btn-primary flex items-center gap-2", disableMobileMotion ? "active:scale-100" : "active:scale-95")}
+          >
+            <Plus className="crm-icon-md" />
+            <span className="hidden sm:inline">新增商机</span>
+          </button>
+        </div>
       </header>
 
       <div className={cn("crm-filter-bar flex", !disableMobileMotion && "backdrop-blur-sm")}>
         <button
-          onClick={() => setArchiveTab("active")}
+          onClick={() => {
+            setArchiveTab("active");
+            setExportError("");
+          }}
           className={`flex-1 rounded-lg py-2 text-sm font-medium transition-colors duration-200 ${
             archiveTab === "active"
               ? "bg-white text-violet-600 shadow-sm dark:bg-slate-800 dark:text-violet-400"
@@ -1284,7 +1509,10 @@ export default function Opportunities() {
           未归档
         </button>
         <button
-          onClick={() => setArchiveTab("archived")}
+          onClick={() => {
+            setArchiveTab("archived");
+            setExportError("");
+          }}
           className={`flex-1 rounded-lg py-2 text-sm font-medium transition-colors duration-200 ${
             archiveTab === "archived"
               ? "bg-white text-violet-600 shadow-sm dark:bg-slate-800 dark:text-violet-400"
@@ -1302,7 +1530,10 @@ export default function Opportunities() {
             type="text"
             placeholder="搜索项目名称、最终客户、编码..."
             value={keyword}
-            onChange={(event) => setKeyword(event.target.value)}
+            onChange={(event) => {
+              setKeyword(event.target.value);
+              setExportError("");
+            }}
             className="crm-input-text w-full rounded-xl border border-slate-200 bg-white py-2.5 pl-10 pr-4 text-slate-900 outline-none transition-all focus:border-violet-500 focus:ring-1 focus:ring-violet-500 dark:border-slate-800 dark:bg-slate-900/50 dark:text-white"
           />
         </div>
@@ -1322,6 +1553,8 @@ export default function Opportunities() {
         </button>
       </div>
 
+      {exportError ? <div className="crm-alert crm-alert-error">{exportError}</div> : null}
+
       <div className="crm-list-stack">
         {visibleItems.length > 0 ? (
           visibleItems.map((opp, i) => (
@@ -1336,7 +1569,7 @@ export default function Opportunities() {
               <div className="flex items-start justify-between gap-3">
                 <div className="min-w-0 flex-1">
                   <h3 className="truncate text-base font-semibold text-slate-900 dark:text-white sm:text-lg">{opp.name || "未命名商机"}</h3>
-                  <p className="mt-1 truncate text-xs leading-5 text-slate-500 dark:text-slate-400 sm:text-sm">商机编号：{opp.code || "待生成"}</p>
+                  <p className="mt-1 truncate text-xs leading-5 text-slate-500 dark:text-slate-400 sm:text-sm">项目编号：{opp.code || "待生成"}</p>
                 </div>
                 <div className="shrink-0 flex items-center gap-2 pl-2">
                   <span className={getConfidenceBadgeClass(opp.confidence)}>
@@ -1418,6 +1651,7 @@ export default function Opportunities() {
                         type="button"
                         onClick={() => {
                           setFilter(stage.value);
+                          setExportError("");
                           setStageFilterOpen(false);
                         }}
                         className={`flex w-full items-center justify-between rounded-2xl border px-4 py-3 text-left text-sm font-medium transition-colors ${

frontend/src/pages/Profile.tsx

@@ -376,29 +376,6 @@ export default function Profile() {
             </div>
           </div>
         </div>
-
-        <div className="mt-6 grid grid-cols-3 gap-2.5 border-t border-slate-50 pt-6 dark:border-slate-800/50 sm:gap-0 sm:divide-x sm:divide-slate-100 dark:sm:divide-slate-800">
-          <button
-            type="button"
-            onClick={handleNavigateToMonthlyOpportunity}
-            className="rounded-2xl bg-slate-50 px-2 py-4 text-center transition-colors hover:bg-slate-100 active:scale-100 dark:bg-slate-800/40 dark:hover:bg-slate-800 sm:rounded-none sm:bg-transparent sm:px-2 sm:active:scale-[0.99]"
-          >
-            <p className="text-lg font-bold text-slate-900 dark:text-white sm:text-2xl">{numericValue(overview?.monthlyOpportunityCount)}</p>
-            <p className="mt-1 text-[11px] text-slate-500 dark:text-slate-400">本月商机</p>
-          </button>
-          <button
-            type="button"
-            onClick={handleNavigateToMonthlyExpansion}
-            className="rounded-2xl bg-slate-50 px-2 py-4 text-center transition-colors hover:bg-slate-100 active:scale-100 dark:bg-slate-800/40 dark:hover:bg-slate-800 sm:rounded-none sm:bg-transparent sm:px-2 sm:active:scale-[0.99]"
-          >
-            <p className="text-lg font-bold text-slate-900 dark:text-white sm:text-2xl">{numericValue(overview?.monthlyExpansionCount)}</p>
-            <p className="mt-1 text-[11px] text-slate-500 dark:text-slate-400">本月拓展</p>
-          </button>
-          <div className="rounded-2xl bg-slate-50 px-2 py-4 text-center dark:bg-slate-800/40 sm:rounded-none sm:bg-transparent sm:px-2">
-            <p className="text-lg font-bold text-slate-900 dark:text-white sm:text-2xl">{numericValue(overview?.averageScore)}</p>
-            <p className="mt-1 text-[11px] text-slate-500 dark:text-slate-400">平均分</p>
-          </div>
-        </div>
       </motion.div>
 
       <motion.div

frontend/src/pages/Work.tsx

@@ -2425,15 +2425,45 @@ function getHistoryLabelBySection(section: WorkSection) {
 }
 
 function buildSalesOptions(items: SalesExpansionItem[]): WorkRelationOption[] {
-  return items.filter((item) => item.id).map((item) => ({ id: item.id, label: item.name || `人员拓展#${item.id}` }));
+  const seenIds = new Set<number>();
+  return items
+    .filter((item): item is SalesExpansionItem & { id: number } => typeof item.id === "number")
+    .filter((item) => {
+      if (seenIds.has(item.id)) {
+        return false;
+      }
+      seenIds.add(item.id);
+      return true;
+    })
+    .map((item) => ({ id: item.id, label: item.name || `人员拓展#${item.id}` }));
 }
 
 function buildChannelOptions(items: ChannelExpansionItem[]): WorkRelationOption[] {
-  return items.filter((item) => item.id).map((item) => ({ id: item.id, label: item.name || `拓展渠道#${item.id}` }));
+  const seenIds = new Set<number>();
+  return items
+    .filter((item): item is ChannelExpansionItem & { id: number } => typeof item.id === "number")
+    .filter((item) => {
+      if (seenIds.has(item.id)) {
+        return false;
+      }
+      seenIds.add(item.id);
+      return true;
+    })
+    .map((item) => ({ id: item.id, label: item.name || `拓展渠道#${item.id}` }));
 }
 
 function buildOpportunityOptions(items: OpportunityItem[]): WorkRelationOption[] {
-  return items.filter((item) => item.id).map((item) => ({ id: item.id, label: item.name || `商机#${item.id}` }));
+  const seenIds = new Set<number>();
+  return items
+    .filter((item): item is OpportunityItem & { id: number } => typeof item.id === "number")
+    .filter((item) => {
+      if (seenIds.has(item.id)) {
+        return false;
+      }
+      seenIds.add(item.id);
+      return true;
+    })
+    .map((item) => ({ id: item.id, label: item.name || `商机#${item.id}` }));
 }
 
 function getBizTypeLabel(bizType: BizType) {

frontend/src/pages/login.css

@@ -75,8 +75,10 @@
 
 .login-brand-lockup h1 {
   margin: 0;
-  font-size: clamp(1.8rem, 3vw, 2.7rem);
+  font-size: clamp(1.7rem, 2.4vw, 2.45rem);
   font-weight: 700;
+  line-height: 1.08;
+  white-space: nowrap;
   color: #0f172a;
 }
 
@@ -109,8 +111,8 @@
   display: flex;
   min-height: 100%;
   flex-direction: column;
-  justify-content: space-between;
+  justify-content: center;
-  gap: 32px;
+  gap: 0;
   padding: 36px;
   border-radius: 28px;
   background:
@@ -119,37 +121,6 @@
   border: 1px solid rgba(226, 232, 240, 0.84);
 }
 
-.login-intro-copy h2 {
-  margin: 10px 0 12px;
-  font-size: clamp(2rem, 3vw, 3rem);
-  line-height: 1.04;
-  letter-spacing: -0.03em;
-  color: #0f172a;
-}
-
-.login-intro-copy p:last-child {
-  margin: 0;
-  max-width: 30rem;
-  font-size: 1rem;
-  line-height: 1.8;
-  color: #64748b;
-}
-
-.login-intro-points {
-  display: flex;
-  flex-wrap: wrap;
-  gap: 12px;
-}
-
-.login-intro-points span {
-  padding: 10px 14px;
-  border-radius: 999px;
-  background: rgba(255, 255, 255, 0.74);
-  border: 1px solid rgba(139, 92, 246, 0.12);
-  color: #475569;
-  box-shadow: 0 8px 24px rgba(15, 23, 42, 0.04);
-}
-
 .login-panel-formWrap {
   display: flex;
   flex-direction: column;

sql/archive/init_pg17.sql

@@ -303,6 +303,7 @@ create index if not exists idx_crm_customer_name on crm_customer(customer_name);
 create index if not exists idx_sys_user_org_id on sys_user(org_id);
 create unique index if not exists uk_crm_sales_expansion_owner_employee_no
   on crm_sales_expansion(owner_user_id, employee_no);
+create sequence if not exists crm_channel_expansion_code_seq start with 1 increment by 1 minvalue 1;
 create index if not exists idx_crm_opportunity_customer on crm_opportunity(customer_id);
 create index if not exists idx_crm_opportunity_owner on crm_opportunity(owner_user_id);
 create index if not exists idx_crm_opportunity_sales_expansion on crm_opportunity(sales_expansion_id);
@@ -318,6 +319,9 @@ create index if not exists idx_crm_sales_expansion_mobile on crm_sales_expansion
 create index if not exists idx_crm_channel_expansion_owner on crm_channel_expansion(owner_user_id);
 create index if not exists idx_crm_channel_expansion_stage on crm_channel_expansion(stage);
 create index if not exists idx_crm_channel_expansion_name on crm_channel_expansion(channel_name);
+create unique index if not exists uk_crm_channel_expansion_code
+  on crm_channel_expansion(channel_code)
+  where channel_code is not null;
 create index if not exists idx_crm_channel_expansion_contact_channel on crm_channel_expansion_contact(channel_expansion_id);
 create index if not exists idx_crm_opportunity_channel_expansion on crm_opportunity(channel_expansion_id);
 create index if not exists idx_crm_expansion_followup_biz_time

sql/init_full_pg17.sql

@@ -359,6 +359,7 @@ end;
 $$;
 create unique index if not exists uk_crm_sales_expansion_owner_employee_no
   on crm_sales_expansion(owner_user_id, employee_no);
+create sequence if not exists crm_channel_expansion_code_seq start with 1 increment by 1 minvalue 1;
 create index if not exists idx_crm_opportunity_customer on crm_opportunity(customer_id);
 create index if not exists idx_crm_opportunity_owner on crm_opportunity(owner_user_id);
 create index if not exists idx_crm_opportunity_sales_expansion on crm_opportunity(sales_expansion_id);
@@ -374,6 +375,9 @@ create index if not exists idx_crm_sales_expansion_mobile on crm_sales_expansion
 create index if not exists idx_crm_channel_expansion_owner on crm_channel_expansion(owner_user_id);
 create index if not exists idx_crm_channel_expansion_stage on crm_channel_expansion(stage);
 create index if not exists idx_crm_channel_expansion_name on crm_channel_expansion(channel_name);
+create unique index if not exists uk_crm_channel_expansion_code
+  on crm_channel_expansion(channel_code)
+  where channel_code is not null;
 create index if not exists idx_crm_channel_expansion_contact_channel on crm_channel_expansion_contact(channel_expansion_id);
 create index if not exists idx_crm_opportunity_channel_expansion on crm_opportunity(channel_expansion_id);
 create index if not exists idx_crm_expansion_followup_biz_time