fix:优化数据

frontend/.npmrc

@@ -0,0 +1,4 @@
+# 国内镜像，加快安装、避免卡死（Docker 内已单独配置，此文件供本地/CI 使用）
+registry=https://registry.npmmirror.com
+fetch-retries=5
+fetch-timeout=60000

frontend/Dockerfile

@@ -1,10 +1,19 @@
+# 分层构建：依赖与代码分离，仅代码变更时只重建 COPY 及以后层
 FROM node:20-alpine
 
 WORKDIR /app
 
-COPY package.json ./
-RUN npm install
+# 使用国内镜像源，加快安装并减少网络卡死
+RUN npm config set registry https://registry.npmmirror.com \
+    && npm config set fetch-retries 5 \
+    && npm config set fetch-timeout 60000 \
+    && npm config set fetch-retry-mintimeout 10000
 
+# 依赖层：只有 package.json / package-lock 变更时才重建
+COPY package.json ./
+RUN npm install --prefer-offline --no-audit --progress=false
+
+# 代码层：业务代码变更只重建此层及后续 build
 COPY . .
 
 ENV NODE_ENV=production

frontend/app/(main)/finance/page.tsx

@@ -0,0 +1,503 @@
+"use client";
+
+import { useState, useEffect, useCallback, useRef } from "react";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@/components/ui/table";
+import {
+  apiBase,
+  financeApi,
+  type FinanceRecordRead,
+  type FinanceSyncResponse,
+  type FinanceSyncResult,
+} from "@/lib/api/client";
+import { Download, Inbox, Loader2, Mail, FileText, Upload } from "lucide-react";
+import { toast } from "sonner";
+
+export default function FinancePage() {
+  const [months, setMonths] = useState<string[]>([]);
+  const [selectedMonth, setSelectedMonth] = useState<string>("");
+  const [records, setRecords] = useState<FinanceRecordRead[]>([]);
+  const [loadingMonths, setLoadingMonths] = useState(true);
+  const [loadingRecords, setLoadingRecords] = useState(false);
+  const [syncing, setSyncing] = useState(false);
+  const [lastSync, setLastSync] = useState<FinanceSyncResponse | null>(null);
+  const [uploadDialogOpen, setUploadDialogOpen] = useState(false);
+  const [uploadFile, setUploadFile] = useState<File | null>(null);
+  const [previewUrl, setPreviewUrl] = useState<string | null>(null);
+  const [uploading, setUploading] = useState(false);
+  const [reviewRecord, setReviewRecord] = useState<FinanceRecordRead | null>(null);
+  const [reviewAmount, setReviewAmount] = useState("");
+  const [reviewDate, setReviewDate] = useState("");
+  const [savingReview, setSavingReview] = useState(false);
+  const fileInputRef = useRef<HTMLInputElement>(null);
+  const previewUrlRef = useRef<string | null>(null);
+
+  const loadMonths = useCallback(async () => {
+    try {
+      const list = await financeApi.listMonths();
+      setMonths(list);
+      if (list.length > 0 && !selectedMonth) setSelectedMonth(list[0]);
+    } catch {
+      toast.error("加载月份列表失败");
+    } finally {
+      setLoadingMonths(false);
+    }
+  }, [selectedMonth]);
+
+  const loadRecords = useCallback(async () => {
+    if (!selectedMonth) {
+      setRecords([]);
+      return;
+    }
+    setLoadingRecords(true);
+    try {
+      const list = await financeApi.listRecords(selectedMonth);
+      setRecords(list);
+    } catch {
+      toast.error("加载记录失败");
+    } finally {
+      setLoadingRecords(false);
+    }
+  }, [selectedMonth]);
+
+  useEffect(() => {
+    loadMonths();
+  }, [loadMonths]);
+
+  useEffect(() => {
+    loadRecords();
+  }, [loadRecords]);
+
+  const handleSync = async () => {
+    setSyncing(true);
+    toast.loading("正在同步邮箱…", { id: "finance-sync" });
+    try {
+      const res: FinanceSyncResponse = await financeApi.sync();
+      setLastSync(res);
+      toast.dismiss("finance-sync");
+      if (res.new_files > 0) {
+        toast.success(`发现 ${res.new_files} 个新文件`);
+        await loadMonths();
+        if (selectedMonth) await loadRecords();
+      } else {
+        toast.info("收件箱已是最新，无新文件");
+      }
+    } catch (e) {
+      toast.dismiss("finance-sync");
+      toast.error(e instanceof Error ? e.message : "同步失败");
+    } finally {
+      setSyncing(false);
+    }
+  };
+
+  const resetUploadDialog = useCallback(() => {
+    setUploadFile(null);
+    if (previewUrlRef.current) {
+      URL.revokeObjectURL(previewUrlRef.current);
+      previewUrlRef.current = null;
+    }
+    setPreviewUrl(null);
+    setReviewRecord(null);
+    setReviewAmount("");
+    setReviewDate("");
+    if (fileInputRef.current) fileInputRef.current.value = "";
+  }, []);
+
+  const handleFileSelect = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const file = e.target.files?.[0];
+    if (!file) return;
+    const allowed = ["application/pdf", "image/jpeg", "image/png", "image/webp"];
+    if (!allowed.includes(file.type) && !file.name.match(/\.(pdf|jpg|jpeg|png|webp)$/i)) {
+      toast.error("仅支持 PDF、JPG、PNG、WEBP");
+      return;
+    }
+    if (previewUrlRef.current) {
+      URL.revokeObjectURL(previewUrlRef.current);
+      previewUrlRef.current = null;
+    }
+    setUploadFile(file);
+    setReviewRecord(null);
+    setReviewAmount("");
+    setReviewDate("");
+    if (file.type.startsWith("image/")) {
+      const url = URL.createObjectURL(file);
+      previewUrlRef.current = url;
+      setPreviewUrl(url);
+    } else {
+      setPreviewUrl(null);
+    }
+  };
+
+  const handleUploadSubmit = async () => {
+    if (!uploadFile) return;
+    setUploading(true);
+    try {
+      const record = await financeApi.uploadInvoice(uploadFile);
+      setReviewRecord(record);
+      setReviewAmount(record.amount != null ? String(record.amount) : "");
+      setReviewDate(record.billing_date || "");
+      toast.success("已上传，请核对金额与日期");
+      await loadMonths();
+      if (selectedMonth === record.month) await loadRecords();
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "上传失败");
+    } finally {
+      setUploading(false);
+    }
+  };
+
+  const handleReviewSave = async () => {
+    if (!reviewRecord) return;
+    const amount = reviewAmount.trim() ? parseFloat(reviewAmount) : null;
+    const billing_date = reviewDate.trim() || null;
+    setSavingReview(true);
+    try {
+      await financeApi.updateRecord(reviewRecord.id, { amount, billing_date });
+      toast.success("已保存");
+      setUploadDialogOpen(false);
+      resetUploadDialog();
+      if (selectedMonth) await loadRecords();
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "保存失败");
+    } finally {
+      setSavingReview(false);
+    }
+  };
+
+  const handleDownloadZip = async () => {
+    if (!selectedMonth) {
+      toast.error("请先选择月份");
+      return;
+    }
+    try {
+      await financeApi.downloadMonth(selectedMonth);
+      toast.success(`已下载 ${selectedMonth}.zip`);
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "下载失败");
+    }
+  };
+
+  const formatDate = (s: string) =>
+    new Date(s).toLocaleString("zh-CN", {
+      year: "numeric",
+      month: "2-digit",
+      day: "2-digit",
+      hour: "2-digit",
+      minute: "2-digit",
+    });
+
+  const typeLabel: Record<string, string> = {
+    invoices: "发票",
+    bank_records: "流水",
+    statements: "流水",
+    receipts: "回执",
+    manual: "手动上传",
+    others: "其他",
+  };
+
+  const monthlyTotal = records.reduce((sum, r) => sum + (r.amount ?? 0), 0);
+  const totalInvoicesThisMonth = records.filter(
+    (r) => r.amount != null && (r.type === "manual" || r.type === "invoices")
+  ).reduce((s, r) => s + (r.amount ?? 0), 0);
+
+  return (
+    <div className="p-6 max-w-5xl">
+      <div className="flex flex-col gap-6">
+        <div className="flex flex-wrap items-center justify-between gap-4">
+          <div>
+            <h1 className="text-xl font-semibold">财务归档</h1>
+            <p className="text-sm text-muted-foreground mt-0.5">
+              从网易邮箱同步发票、回执、流水等附件，或手动上传发票
+            </p>
+          </div>
+          <div className="flex flex-wrap items-center gap-3">
+            {selectedMonth && (
+              <Card className="py-2 px-4">
+                <p className="text-xs text-muted-foreground">本月发票合计</p>
+                <p className="text-lg font-semibold">
+                  ¥{totalInvoicesThisMonth.toLocaleString("zh-CN", { minimumFractionDigits: 2 })}
+                </p>
+              </Card>
+            )}
+            <Button
+              variant="outline"
+              onClick={() => {
+                setUploadDialogOpen(true);
+                resetUploadDialog();
+              }}
+            >
+              <Upload className="h-4 w-4" />
+              <span className="ml-2">上传发票</span>
+            </Button>
+            <Button onClick={handleSync} disabled={syncing} size="default">
+              {syncing ? (
+                <Loader2 className="h-4 w-4 animate-spin" />
+              ) : (
+                <Mail className="h-4 w-4" />
+              )}
+              <span className="ml-2">同步邮箱</span>
+            </Button>
+          </div>
+        </div>
+
+        {/* Upload Invoice Dialog */}
+        <Dialog open={uploadDialogOpen} onOpenChange={(open) => {
+          setUploadDialogOpen(open);
+          if (!open) resetUploadDialog();
+        }}>
+          <DialogContent className="sm:max-w-md">
+            <DialogHeader>
+              <DialogTitle>{reviewRecord ? "核对金额与日期" : "上传发票"}</DialogTitle>
+            </DialogHeader>
+            {!reviewRecord ? (
+              <>
+                <div
+                  onClick={() => fileInputRef.current?.click()}
+                  className="border-2 border-dashed rounded-lg p-6 text-center cursor-pointer hover:bg-muted/50"
+                >
+                  <input
+                    ref={fileInputRef}
+                    type="file"
+                    accept=".pdf,.jpg,.jpeg,.png,.webp"
+                    className="hidden"
+                    onChange={handleFileSelect}
+                  />
+                  {previewUrl ? (
+                    <img src={previewUrl} alt="预览" className="max-h-48 mx-auto object-contain" />
+                  ) : uploadFile ? (
+                    <p className="text-sm font-medium">{uploadFile.name}</p>
+                  ) : (
+                    <p className="text-sm text-muted-foreground">点击或拖拽 PDF/图片到此处</p>
+                  )}
+                </div>
+                <DialogFooter>
+                  <Button variant="outline" onClick={() => setUploadDialogOpen(false)}>
+                    取消
+                  </Button>
+                  <Button onClick={handleUploadSubmit} disabled={!uploadFile || uploading}>
+                    {uploading ? <Loader2 className="h-4 w-4 animate-spin" /> : null}
+                    <span className="ml-2">上传并识别</span>
+                  </Button>
+                </DialogFooter>
+              </>
+            ) : (
+              <>
+                {previewUrl && (
+                  <img src={previewUrl} alt="预览" className="max-h-32 rounded border object-contain" />
+                )}
+                <div className="grid gap-2">
+                  <Label>金额</Label>
+                  <Input
+                    type="number"
+                    step="0.01"
+                    value={reviewAmount}
+                    onChange={(e) => setReviewAmount(e.target.value)}
+                    placeholder="可手动修改"
+                  />
+                </div>
+                <div className="grid gap-2">
+                  <Label>开票日期</Label>
+                  <Input
+                    type="date"
+                    value={reviewDate}
+                    onChange={(e) => setReviewDate(e.target.value)}
+                  />
+                </div>
+                <DialogFooter>
+                  <Button variant="outline" onClick={() => { setReviewRecord(null); setReviewAmount(""); setReviewDate(""); }}>
+                    继续上传
+                  </Button>
+                  <Button onClick={handleReviewSave} disabled={savingReview}>
+                    {savingReview ? <Loader2 className="h-4 w-4 animate-spin" /> : null}
+                    <span className="ml-2">保存并关闭</span>
+                  </Button>
+                </DialogFooter>
+              </>
+            )}
+          </DialogContent>
+        </Dialog>
+
+        {/* Sync History / Last sync */}
+        <Card>
+          <CardHeader className="py-3">
+            <CardTitle className="text-base flex items-center gap-2">
+              <Inbox className="h-4 w-4" />
+              同步记录
+            </CardTitle>
+          </CardHeader>
+          <CardContent className="py-2">
+            {lastSync !== null ? (
+              <>
+                <p className="text-sm text-muted-foreground">
+                  最近一次同步：发现 <strong>{lastSync.new_files}</strong> 个新文件
+                </p>
+                {lastSync.details && lastSync.details.length > 0 && (
+                  <div className="mt-2 space-y-2">
+                    {Object.entries(
+                      lastSync.details.reduce<Record<string, FinanceSyncResult[]>>(
+                        (acc, item) => {
+                          const t = item.type || "others";
+                          if (!acc[t]) acc[t] = [];
+                          acc[t].push(item);
+                          return acc;
+                        },
+                        {},
+                      ),
+                    ).map(([t, items]) => (
+                      <div key={t}>
+                        <p className="text-xs font-medium text-muted-foreground">
+                          {typeLabel[t] ?? t}（{items.length}）
+                        </p>
+                        <ul className="mt-1 ml-4 list-disc space-y-0.5 text-xs text-muted-foreground">
+                          {items.map((it) => (
+                            <li key={it.id}>
+                              {it.file_name}
+                              <span className="ml-1 text-[11px] text-muted-foreground/80">
+                                [{it.month}]
+                              </span>
+                            </li>
+                          ))}
+                        </ul>
+                      </div>
+                    ))}
+                  </div>
+                )}
+              </>
+            ) : (
+              <p className="text-sm text-muted-foreground">
+                点击「同步邮箱」后，将显示本次同步结果
+              </p>
+            )}
+          </CardContent>
+        </Card>
+
+        {/* Month + Download */}
+        <Card>
+          <CardHeader className="py-3">
+            <div className="flex flex-wrap items-center justify-between gap-3">
+              <CardTitle className="text-base">按月份查看</CardTitle>
+              <div className="flex items-center gap-2">
+                <Select
+                  value={selectedMonth}
+                  onValueChange={setSelectedMonth}
+                  disabled={loadingMonths}
+                >
+                  <SelectTrigger className="w-[160px]">
+                    <SelectValue placeholder="选择月份" />
+                  </SelectTrigger>
+                  <SelectContent>
+                    {months.map((m) => (
+                      <SelectItem key={m} value={m}>
+                        {m}
+                      </SelectItem>
+                    ))}
+                  </SelectContent>
+                </Select>
+                <Button
+                  variant="outline"
+                  size="sm"
+                  onClick={handleDownloadZip}
+                  disabled={!selectedMonth || records.length === 0}
+                >
+                  <Download className="h-4 w-4" />
+                  <span className="ml-1.5">下载本月全部 (.zip)</span>
+                </Button>
+              </div>
+            </div>
+          </CardHeader>
+          <CardContent>
+            {loadingRecords ? (
+              <p className="text-sm text-muted-foreground flex items-center gap-1 py-4">
+                <Loader2 className="h-4 w-4 animate-spin" />
+                加载中…
+              </p>
+            ) : records.length === 0 ? (
+              <p className="text-sm text-muted-foreground py-4">
+                {selectedMonth ? "该月份暂无归档文件" : "请选择月份或先同步邮箱"}
+              </p>
+            ) : (
+              <>
+                <p className="text-xs text-muted-foreground mb-2">
+                  类型：发票 / 回执 / 流水。同步的发票已按「日期_金额_原文件名」重命名。
+                </p>
+              <Table>
+                <TableHeader>
+                  <TableRow>
+                    <TableHead>类型</TableHead>
+                    <TableHead>文件名</TableHead>
+                    <TableHead>金额</TableHead>
+                    <TableHead>开票/归档时间</TableHead>
+                    <TableHead className="w-[100px]">操作</TableHead>
+                  </TableRow>
+                </TableHeader>
+                <TableBody>
+                  {records.map((r) => (
+                    <TableRow key={r.id}>
+                      <TableCell>
+                        <span className="text-muted-foreground">
+                          {typeLabel[r.type] ?? r.type}
+                        </span>
+                      </TableCell>
+                      <TableCell className="font-medium">{r.file_name}</TableCell>
+                      <TableCell>
+                        {r.amount != null
+                          ? `¥${Number(r.amount).toLocaleString("zh-CN", { minimumFractionDigits: 2 })}`
+                          : "—"}
+                      </TableCell>
+                      <TableCell className="text-muted-foreground text-sm">
+                        {r.billing_date || formatDate(r.created_at)}
+                      </TableCell>
+                      <TableCell>
+                        <a
+                          href={`${apiBase()}${r.file_path.startsWith("/") ? "" : "/"}${r.file_path}`}
+                          target="_blank"
+                          rel="noopener noreferrer"
+                          className="text-primary text-sm hover:underline inline-flex items-center gap-1"
+                        >
+                          <FileText className="h-3.5 w-3.5" />
+                          下载
+                        </a>
+                      </TableCell>
+                    </TableRow>
+                  ))}
+                  <TableRow className="bg-muted/30 font-medium">
+                    <TableCell colSpan={2}>本月合计</TableCell>
+                    <TableCell>
+                      ¥{monthlyTotal.toLocaleString("zh-CN", { minimumFractionDigits: 2 })}
+                    </TableCell>
+                    <TableCell colSpan={2} />
+                  </TableRow>
+                </TableBody>
+              </Table>
+              </>
+            )}
+          </CardContent>
+        </Card>
+      </div>
+    </div>
+  );
+}

frontend/app/(main)/settings/ai/page.tsx

@@ -0,0 +1,391 @@
+"use client";
+
+import { useState, useEffect, useCallback } from "react";
+import Link from "next/link";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@/components/ui/table";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from "@/components/ui/dialog";
+import {
+  aiSettingsApi,
+  type AIConfig,
+  type AIConfigListItem,
+  type AIConfigCreate,
+  type AIConfigUpdate,
+} from "@/lib/api/client";
+import { Loader2, Zap, Plus, Pencil, Trash2, CheckCircle } from "lucide-react";
+import { toast } from "sonner";
+
+const PROVIDERS = ["OpenAI", "DeepSeek", "Custom"];
+
+export default function SettingsAIPage() {
+  const [list, setList] = useState<AIConfigListItem[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+  const [testing, setTesting] = useState<string | null>(null);
+
+  const [formName, setFormName] = useState("");
+  const [provider, setProvider] = useState("OpenAI");
+  const [apiKey, setApiKey] = useState("");
+  const [apiKeyConfigured, setApiKeyConfigured] = useState(false);
+  const [baseUrl, setBaseUrl] = useState("");
+  const [modelName, setModelName] = useState("gpt-4o-mini");
+  const [temperature, setTemperature] = useState("0.2");
+  const [systemPromptOverride, setSystemPromptOverride] = useState("");
+
+  const loadList = useCallback(async () => {
+    try {
+      const data = await aiSettingsApi.list();
+      setList(data);
+    } catch {
+      toast.error("加载模型列表失败");
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadList();
+  }, [loadList]);
+
+  const openAdd = () => {
+    setEditingId(null);
+    setFormName("");
+    setProvider("OpenAI");
+    setApiKey("");
+    setApiKeyConfigured(false);
+    setBaseUrl("");
+    setModelName("gpt-4o-mini");
+    setTemperature("0.2");
+    setSystemPromptOverride("");
+    setDialogOpen(true);
+  };
+
+  const openEdit = async (id: string) => {
+    try {
+      const c = await aiSettingsApi.getById(id);
+      setEditingId(id);
+      setFormName(c.name || "");
+      setProvider(c.provider || "OpenAI");
+      setApiKey("");
+      setApiKeyConfigured(!!(c.api_key && c.api_key.length > 0));
+      setBaseUrl(c.base_url || "");
+      setModelName(c.model_name || "gpt-4o-mini");
+      setTemperature(String(c.temperature ?? 0.2));
+      setSystemPromptOverride(c.system_prompt_override || "");
+      setDialogOpen(true);
+    } catch {
+      toast.error("加载配置失败");
+    }
+  };
+
+  const handleSave = async (e: React.FormEvent) => {
+    e.preventDefault();
+    setSaving(true);
+    try {
+      if (editingId) {
+        const payload: AIConfigUpdate = {
+          name: formName.trim() || undefined,
+          provider: provider || undefined,
+          base_url: baseUrl.trim() || undefined,
+          model_name: modelName.trim() || undefined,
+          temperature: parseFloat(temperature),
+          system_prompt_override: systemPromptOverride.trim() || undefined,
+        };
+        if (apiKey.trim()) payload.api_key = apiKey.trim();
+        await aiSettingsApi.update(editingId, payload);
+        toast.success("已更新");
+      } else {
+        const payload: AIConfigCreate = {
+          name: formName.trim() || undefined,
+          provider: provider || undefined,
+          api_key: apiKey.trim() || undefined,
+          base_url: baseUrl.trim() || undefined,
+          model_name: modelName.trim() || undefined,
+          temperature: parseFloat(temperature),
+          system_prompt_override: systemPromptOverride.trim() || undefined,
+        };
+        await aiSettingsApi.create(payload);
+        toast.success("已添加");
+      }
+      setDialogOpen(false);
+      await loadList();
+      if (typeof window !== "undefined") {
+        window.dispatchEvent(new CustomEvent("ai-settings-changed"));
+      }
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "保存失败");
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleActivate = async (id: string) => {
+    try {
+      await aiSettingsApi.activate(id);
+      toast.success("已选用该模型");
+      await loadList();
+      window.dispatchEvent(new CustomEvent("ai-settings-changed"));
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "选用失败");
+    }
+  };
+
+  const handleDelete = async (id: string) => {
+    if (!confirm("确定删除该模型配置？")) return;
+    try {
+      await aiSettingsApi.delete(id);
+      toast.success("已删除");
+      await loadList();
+      window.dispatchEvent(new CustomEvent("ai-settings-changed"));
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "删除失败");
+    }
+  };
+
+  const handleTest = async (id: string) => {
+    setTesting(id);
+    try {
+      const res = await aiSettingsApi.test(id);
+      toast.success(res.message ? `连接成功：${res.message}` : "连接成功");
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "连接失败");
+    } finally {
+      setTesting(null);
+    }
+  };
+
+  if (loading) {
+    return (
+      <div className="p-6 flex items-center gap-2 text-muted-foreground">
+        <Loader2 className="h-4 w-4 animate-spin" />
+        加载中…
+      </div>
+    );
+  }
+
+  return (
+    <div className="p-6 max-w-4xl">
+      <div className="mb-4">
+        <Link href="/settings" className="text-sm text-muted-foreground hover:text-foreground">
+          ← 设置
+        </Link>
+      </div>
+
+      <Card>
+        <CardHeader>
+          <div className="flex flex-wrap items-center justify-between gap-3">
+            <div>
+              <CardTitle>已配置的模型</CardTitle>
+              <p className="text-sm text-muted-foreground mt-1">
+                在此查看、选用或编辑多套 AI 模型配置；需求解析与测试将使用当前选用的配置。
+              </p>
+            </div>
+            <Button onClick={openAdd}>
+              <Plus className="h-4 w-4" />
+              <span className="ml-2">添加模型</span>
+            </Button>
+          </div>
+        </CardHeader>
+        <CardContent>
+          {list.length === 0 ? (
+            <p className="text-sm text-muted-foreground py-4">
+              暂无模型配置。点击「添加模型」填写 API Key、模型名称等，保存后即可在列表中选用。
+            </p>
+          ) : (
+            <Table>
+              <TableHeader>
+                <TableRow>
+                  <TableHead>名称</TableHead>
+                  <TableHead>提供商</TableHead>
+                  <TableHead>模型</TableHead>
+                  <TableHead>API Key</TableHead>
+                  <TableHead className="w-[200px]">操作</TableHead>
+                </TableRow>
+              </TableHeader>
+              <TableBody>
+                {list.map((item) => (
+                  <TableRow key={item.id}>
+                    <TableCell className="font-medium">
+                      {item.name || "未命名"}
+                      {item.is_active && (
+                        <span className="ml-2 text-xs text-primary flex items-center gap-0.5">
+                          <CheckCircle className="h-3.5 w-3.5" /> 当前选用
+                        </span>
+                      )}
+                    </TableCell>
+                    <TableCell>{item.provider}</TableCell>
+                    <TableCell>{item.model_name || "—"}</TableCell>
+                    <TableCell>{item.api_key_configured ? "已配置" : "未配置"}</TableCell>
+                    <TableCell>
+                      <div className="flex items-center gap-1 flex-wrap">
+                        {!item.is_active && (
+                          <Button
+                            variant="outline"
+                            size="sm"
+                            onClick={() => handleActivate(item.id)}
+                          >
+                            选用
+                          </Button>
+                        )}
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          onClick={() => openEdit(item.id)}
+                          title="编辑"
+                        >
+                          <Pencil className="h-4 w-4" />
+                        </Button>
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          onClick={() => handleTest(item.id)}
+                          disabled={testing === item.id}
+                          title="测试连接"
+                        >
+                          {testing === item.id ? (
+                            <Loader2 className="h-4 w-4 animate-spin" />
+                          ) : (
+                            <Zap className="h-4 w-4" />
+                          )}
+                        </Button>
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          onClick={() => handleDelete(item.id)}
+                          title="删除"
+                          className="text-destructive"
+                        >
+                          <Trash2 className="h-4 w-4" />
+                        </Button>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          )}
+        </CardContent>
+      </Card>
+
+      <Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
+        <DialogContent className="max-w-lg">
+          <DialogHeader>
+            <DialogTitle>{editingId ? "编辑模型配置" : "添加模型配置"}</DialogTitle>
+          </DialogHeader>
+          <form onSubmit={handleSave} className="space-y-4">
+            <div className="grid gap-2">
+              <Label htmlFor="ai-name">配置名称（便于区分）</Label>
+              <Input
+                id="ai-name"
+                value={formName}
+                onChange={(e) => setFormName(e.target.value)}
+                placeholder="如：OpenAI 生产、DeepSeek 备用"
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="provider">提供商</Label>
+              <Select value={provider} onValueChange={setProvider}>
+                <SelectTrigger id="provider">
+                  <SelectValue placeholder="选择提供商" />
+                </SelectTrigger>
+                <SelectContent>
+                  {PROVIDERS.map((p) => (
+                    <SelectItem key={p} value={p}>
+                      {p}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="api_key">API Key</Label>
+              <Input
+                id="api_key"
+                type="password"
+                value={apiKey}
+                onChange={(e) => setApiKey(e.target.value)}
+                placeholder={apiKeyConfigured ? "已配置，输入新值以修改" : "请输入 API Key"}
+                autoComplete="off"
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="base_url">Base URL（可选）</Label>
+              <Input
+                id="base_url"
+                type="url"
+                value={baseUrl}
+                onChange={(e) => setBaseUrl(e.target.value)}
+                placeholder="https://api.openai.com/v1"
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="model_name">模型名称</Label>
+              <Input
+                id="model_name"
+                value={modelName}
+                onChange={(e) => setModelName(e.target.value)}
+                placeholder="gpt-4o-mini / deepseek-chat 等"
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="temperature">Temperature (0–2)</Label>
+              <Input
+                id="temperature"
+                type="number"
+                min={0}
+                max={2}
+                step={0.1}
+                value={temperature}
+                onChange={(e) => setTemperature(e.target.value)}
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="system_prompt_override">系统提示词覆盖（可选）</Label>
+              <textarea
+                id="system_prompt_override"
+                className="flex min-h-[60px] w-full rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background placeholder:text-muted-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2"
+                value={systemPromptOverride}
+                onChange={(e) => setSystemPromptOverride(e.target.value)}
+                placeholder="留空则使用默认"
+              />
+            </div>
+            <DialogFooter>
+              <Button type="button" variant="outline" onClick={() => setDialogOpen(false)}>
+                取消
+              </Button>
+              <Button type="submit" disabled={saving}>
+                {saving && <Loader2 className="h-4 w-4 animate-spin mr-1" />}
+                {editingId ? "保存" : "添加"}
+              </Button>
+            </DialogFooter>
+          </form>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+}

frontend/app/(main)/settings/cloud-doc-config/page.tsx

@@ -0,0 +1,209 @@
+"use client";
+
+import { useState, useEffect, useCallback } from "react";
+import Link from "next/link";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  cloudDocConfigApi,
+  type CloudDocConfigRead,
+  type CloudDocConfigUpdate,
+} from "@/lib/api/client";
+import { Loader2, Save, FileStack } from "lucide-react";
+import { toast } from "sonner";
+
+export default function SettingsCloudDocConfigPage() {
+  const [config, setConfig] = useState<CloudDocConfigRead | null>(null);
+  const [loading, setLoading] = useState(true);
+  const [saving, setSaving] = useState(false);
+  const [form, setForm] = useState<CloudDocConfigUpdate>({
+    feishu: { app_id: "", app_secret: "" },
+    yuque: { token: "", default_repo: "" },
+    tencent: { client_id: "", client_secret: "" },
+  });
+
+  const load = useCallback(async () => {
+    setLoading(true);
+    try {
+      const data = await cloudDocConfigApi.get();
+      setConfig(data);
+      setForm({
+        feishu: { app_id: data.feishu.app_id, app_secret: "" },
+        yuque: { token: "", default_repo: data.yuque.default_repo },
+        tencent: { client_id: data.tencent.client_id, client_secret: "" },
+      });
+    } catch {
+      toast.error("加载云文档配置失败");
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    load();
+  }, [load]);
+
+  const handleSave = async () => {
+    setSaving(true);
+    try {
+      const payload: CloudDocConfigUpdate = {};
+      if (form.feishu?.app_id !== undefined) payload.feishu = { app_id: form.feishu.app_id };
+      if (form.feishu?.app_secret !== undefined && form.feishu.app_secret !== "")
+        payload.feishu = { ...payload.feishu, app_secret: form.feishu.app_secret };
+      if (form.yuque?.token !== undefined && form.yuque.token !== "")
+        payload.yuque = { token: form.yuque.token };
+      if (form.yuque?.default_repo !== undefined)
+        payload.yuque = { ...payload.yuque, default_repo: form.yuque.default_repo };
+      if (form.tencent?.client_id !== undefined) payload.tencent = { client_id: form.tencent.client_id };
+      if (form.tencent?.client_secret !== undefined && form.tencent.client_secret !== "")
+        payload.tencent = { ...payload.tencent, client_secret: form.tencent.client_secret };
+      await cloudDocConfigApi.update(payload);
+      toast.success("已保存");
+      await load();
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "保存失败");
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  if (loading) {
+    return (
+      <div className="p-6 max-w-2xl flex items-center gap-2">
+        <Loader2 className="h-5 w-5 animate-spin" />
+        <span className="text-sm text-muted-foreground">加载中…</span>
+      </div>
+    );
+  }
+
+  return (
+    <div className="p-6 max-w-2xl">
+      <div className="mb-4">
+        <Link
+          href="/settings"
+          className="text-sm text-muted-foreground hover:text-foreground"
+        >
+          ← 设置
+        </Link>
+      </div>
+      <Card>
+        <CardHeader>
+          <CardTitle className="flex items-center gap-2">
+            <FileStack className="h-5 w-5" />
+            云文档配置
+          </CardTitle>
+          <p className="text-sm text-muted-foreground mt-1">
+            配置飞书、语雀、腾讯文档的 API 凭证，用于在工作台「推送到云文档」时创建/更新在线文档。
+          </p>
+        </CardHeader>
+        <CardContent className="space-y-6">
+          {/* 飞书 */}
+          <div className="space-y-3">
+            <h3 className="text-sm font-medium">飞书 (Feishu)</h3>
+            <div className="grid gap-2">
+              <Label>App ID</Label>
+              <Input
+                value={form.feishu?.app_id ?? config?.feishu?.app_id ?? ""}
+                onChange={(e) =>
+                  setForm((f) => ({
+                    ...f,
+                    feishu: { ...f.feishu, app_id: e.target.value },
+                  }))
+                }
+                placeholder="在飞书开放平台创建应用后获取"
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>App Secret</Label>
+              <Input
+                type="password"
+                value={form.feishu?.app_secret ?? ""}
+                onChange={(e) =>
+                  setForm((f) => ({
+                    ...f,
+                    feishu: { ...f.feishu, app_secret: e.target.value },
+                  }))
+                }
+                placeholder={config?.feishu?.app_secret_configured ? "已配置，留空不修改" : "必填"}
+              />
+            </div>
+          </div>
+
+          {/* 语雀 */}
+          <div className="space-y-3">
+            <h3 className="text-sm font-medium">语雀 (Yuque)</h3>
+            <div className="grid gap-2">
+              <Label>Personal Access Token</Label>
+              <Input
+                type="password"
+                value={form.yuque?.token ?? ""}
+                onChange={(e) =>
+                  setForm((f) => ({
+                    ...f,
+                    yuque: { ...f.yuque, token: e.target.value },
+                  }))
+                }
+                placeholder={config?.yuque?.token_configured ? "已配置，留空不修改" : "在语雀 设置 → Token 中创建"}
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>默认知识库 (namespace)</Label>
+              <Input
+                value={form.yuque?.default_repo ?? config?.yuque?.default_repo ?? ""}
+                onChange={(e) =>
+                  setForm((f) => ({
+                    ...f,
+                    yuque: { ...f.yuque, default_repo: e.target.value },
+                  }))
+                }
+                placeholder="如：your_username/repo"
+              />
+            </div>
+          </div>
+
+          {/* 腾讯文档 */}
+          <div className="space-y-3">
+            <h3 className="text-sm font-medium">腾讯文档 (Tencent)</h3>
+            <p className="text-xs text-muted-foreground">
+              腾讯文档需 OAuth 用户授权，当前版本仅保留配置项，推送功能请先用飞书或语雀。
+            </p>
+            <div className="grid gap-2">
+              <Label>Client ID</Label>
+              <Input
+                value={form.tencent?.client_id ?? config?.tencent?.client_id ?? ""}
+                onChange={(e) =>
+                  setForm((f) => ({
+                    ...f,
+                    tencent: { ...f.tencent, client_id: e.target.value },
+                  }))
+                }
+                placeholder="开放平台应用 Client ID"
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>Client Secret</Label>
+              <Input
+                type="password"
+                value={form.tencent?.client_secret ?? ""}
+                onChange={(e) =>
+                  setForm((f) => ({
+                    ...f,
+                    tencent: { ...f.tencent, client_secret: e.target.value },
+                  }))
+                }
+                placeholder={config?.tencent?.client_secret_configured ? "已配置，留空不修改" : "选填"}
+              />
+            </div>
+          </div>
+
+          <Button onClick={handleSave} disabled={saving}>
+            {saving ? <Loader2 className="h-4 w-4 animate-spin mr-2" /> : <Save className="h-4 w-4 mr-2" />}
+            保存配置
+          </Button>
+        </CardContent>
+      </Card>
+    </div>
+  );
+}

frontend/app/(main)/settings/cloud-docs/page.tsx

@@ -0,0 +1,261 @@
+"use client";
+
+import { useState, useEffect, useCallback } from "react";
+import Link from "next/link";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@/components/ui/table";
+import {
+  cloudDocsApi,
+  type CloudDocLinkRead,
+  type CloudDocLinkCreate,
+} from "@/lib/api/client";
+import { FileStack, Plus, Pencil, Trash2, Loader2, ExternalLink } from "lucide-react";
+import { toast } from "sonner";
+
+export default function SettingsCloudDocsPage() {
+  const [links, setLinks] = useState<CloudDocLinkRead[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+  const [form, setForm] = useState({ name: "", url: "" });
+
+  const loadLinks = useCallback(async () => {
+    try {
+      const list = await cloudDocsApi.list();
+      setLinks(list);
+    } catch {
+      toast.error("加载云文档列表失败");
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadLinks();
+  }, [loadLinks]);
+
+  const openAdd = () => {
+    setEditingId(null);
+    setForm({ name: "", url: "" });
+    setDialogOpen(true);
+  };
+
+  const openEdit = (item: CloudDocLinkRead) => {
+    setEditingId(item.id);
+    setForm({ name: item.name, url: item.url });
+    setDialogOpen(true);
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!form.name.trim() || !form.url.trim()) {
+      toast.error("请填写名称和链接");
+      return;
+    }
+    setSaving(true);
+    try {
+      if (editingId) {
+        await cloudDocsApi.update(editingId, {
+          name: form.name.trim(),
+          url: form.url.trim(),
+        });
+        toast.success("已更新");
+      } else {
+        const payload: CloudDocLinkCreate = {
+          name: form.name.trim(),
+          url: form.url.trim(),
+        };
+        await cloudDocsApi.create(payload);
+        toast.success("已添加");
+      }
+      setDialogOpen(false);
+      await loadLinks();
+      if (typeof window !== "undefined") {
+        window.dispatchEvent(new CustomEvent("cloud-docs-changed"));
+      }
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "保存失败");
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleDelete = async (id: string) => {
+    if (!confirm("确定删除该云文档入口？")) return;
+    try {
+      await cloudDocsApi.delete(id);
+      toast.success("已删除");
+      await loadLinks();
+      if (typeof window !== "undefined") {
+        window.dispatchEvent(new CustomEvent("cloud-docs-changed"));
+      }
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "删除失败");
+    }
+  };
+
+  return (
+    <div className="p-6 max-w-4xl">
+      <div className="mb-4">
+        <Link
+          href="/settings"
+          className="text-sm text-muted-foreground hover:text-foreground"
+        >
+          ← 设置
+        </Link>
+      </div>
+      <Card>
+        <CardHeader>
+          <div className="flex flex-wrap items-center justify-between gap-3">
+            <div>
+              <CardTitle className="flex items-center gap-2">
+                <FileStack className="h-5 w-5" />
+                云文档快捷入口
+              </CardTitle>
+              <p className="text-sm text-muted-foreground mt-1">
+                添加腾讯文档、飞书、语雀等云文档登录/入口链接，侧栏可快速打开。
+              </p>
+            </div>
+            <Button onClick={openAdd}>
+              <Plus className="h-4 w-4" />
+              <span className="ml-2">添加入口</span>
+            </Button>
+          </div>
+        </CardHeader>
+        <CardContent>
+          {loading ? (
+            <p className="text-sm text-muted-foreground flex items-center gap-1">
+              <Loader2 className="h-4 w-4 animate-spin" />
+              加载中…
+            </p>
+          ) : links.length === 0 ? (
+            <p className="text-sm text-muted-foreground py-4">
+              暂无云文档入口。添加后将显示在左侧边栏「云文档」区域，点击即可在新标签页打开。
+            </p>
+          ) : (
+            <Table>
+              <TableHeader>
+                <TableRow>
+                  <TableHead>名称</TableHead>
+                  <TableHead>链接</TableHead>
+                  <TableHead className="w-[120px]">操作</TableHead>
+                </TableRow>
+              </TableHeader>
+              <TableBody>
+                {links.map((item) => (
+                  <TableRow key={item.id}>
+                    <TableCell className="font-medium">{item.name}</TableCell>
+                    <TableCell>
+                      <a
+                        href={item.url}
+                        target="_blank"
+                        rel="noopener noreferrer"
+                        className="text-primary hover:underline truncate max-w-[280px] inline-block"
+                      >
+                        {item.url}
+                      </a>
+                    </TableCell>
+                    <TableCell>
+                      <div className="flex items-center gap-1">
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          onClick={() => openEdit(item)}
+                          title="编辑"
+                        >
+                          <Pencil className="h-4 w-4" />
+                        </Button>
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          onClick={() => handleDelete(item.id)}
+                          title="删除"
+                        >
+                          <Trash2 className="h-4 w-4 text-destructive" />
+                        </Button>
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          asChild
+                          title="打开"
+                        >
+                          <a href={item.url} target="_blank" rel="noopener noreferrer">
+                            <ExternalLink className="h-4 w-4" />
+                          </a>
+                        </Button>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          )}
+        </CardContent>
+      </Card>
+
+      <Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              {editingId ? "编辑云文档入口" : "添加云文档入口"}
+            </DialogTitle>
+          </DialogHeader>
+          <form onSubmit={handleSubmit}>
+            <div className="grid gap-4 py-4">
+              <div className="grid gap-2">
+                <Label htmlFor="cloud-doc-name">显示名称</Label>
+                <Input
+                  id="cloud-doc-name"
+                  value={form.name}
+                  onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}
+                  placeholder="如：腾讯文档、飞书、语雀"
+                />
+              </div>
+              <div className="grid gap-2">
+                <Label htmlFor="cloud-doc-url">登录/入口链接</Label>
+                <Input
+                  id="cloud-doc-url"
+                  type="url"
+                  value={form.url}
+                  onChange={(e) => setForm((f) => ({ ...f, url: e.target.value }))}
+                  placeholder="https://..."
+                />
+              </div>
+            </div>
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="outline"
+                onClick={() => setDialogOpen(false)}
+              >
+                取消
+              </Button>
+              <Button type="submit" disabled={saving}>
+                {saving && <Loader2 className="h-4 w-4 animate-spin mr-1" />}
+                {editingId ? "保存" : "添加"}
+              </Button>
+            </DialogFooter>
+          </form>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+}

frontend/app/(main)/settings/email/page.tsx

@@ -0,0 +1,364 @@
+"use client";
+
+import { useState, useEffect, useCallback } from "react";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@/components/ui/table";
+import {
+  emailConfigsApi,
+  type EmailConfigRead,
+  type EmailConfigCreate,
+  type EmailConfigUpdate,
+  type EmailFolder,
+} from "@/lib/api/client";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Loader2, Mail, Plus, Pencil, Trash2, FolderOpen } from "lucide-react";
+import { toast } from "sonner";
+
+export default function SettingsEmailPage() {
+  const [configs, setConfigs] = useState<EmailConfigRead[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+  const [form, setForm] = useState({
+    host: "",
+    port: "993",
+    user: "",
+    password: "",
+    mailbox: "INBOX",
+    active: true,
+  });
+  const [folders, setFolders] = useState<EmailFolder[] | null>(null);
+  const [foldersLoading, setFoldersLoading] = useState(false);
+
+  const loadConfigs = useCallback(async () => {
+    try {
+      const list = await emailConfigsApi.list();
+      setConfigs(list);
+    } catch {
+      toast.error("加载邮箱列表失败");
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadConfigs();
+  }, [loadConfigs]);
+
+  const openAdd = () => {
+    setEditingId(null);
+    setForm({
+      host: "",
+      port: "993",
+      user: "",
+      password: "",
+      mailbox: "INBOX",
+      active: true,
+    });
+    setDialogOpen(true);
+  };
+
+  const openEdit = (c: EmailConfigRead) => {
+    setEditingId(c.id);
+    setFolders(null);
+    setForm({
+      host: c.host,
+      port: String(c.port),
+      user: c.user,
+      password: "",
+      mailbox: c.mailbox || "INBOX",
+      active: c.active,
+    });
+    setDialogOpen(true);
+  };
+
+  const loadFolders = async () => {
+    if (!editingId) return;
+    setFoldersLoading(true);
+    try {
+      const res = await emailConfigsApi.listFolders(editingId);
+      setFolders(res.folders);
+      if (res.folders.length > 0 && !form.mailbox) {
+        const inbox = res.folders.find((f) => f.decoded === "INBOX" || f.decoded === "收件箱");
+        if (inbox) setForm((f) => ({ ...f, mailbox: inbox.decoded }));
+      }
+      toast.success(`已加载 ${res.folders.length} 个邮箱夹`);
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "获取邮箱列表失败");
+    } finally {
+      setFoldersLoading(false);
+    }
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    setSaving(true);
+    try {
+      if (editingId) {
+        const payload: EmailConfigUpdate = {
+          host: form.host,
+          port: parseInt(form.port, 10) || 993,
+          user: form.user,
+          mailbox: form.mailbox,
+          active: form.active,
+        };
+        if (form.password) payload.password = form.password;
+        await emailConfigsApi.update(editingId, payload);
+        toast.success("已更新");
+      } else {
+        await emailConfigsApi.create({
+          host: form.host,
+          port: parseInt(form.port, 10) || 993,
+          user: form.user,
+          password: form.password,
+          mailbox: form.mailbox,
+          active: form.active,
+        });
+        toast.success("已添加");
+      }
+      setDialogOpen(false);
+      await loadConfigs();
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "保存失败");
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleDelete = async (id: string) => {
+    if (!confirm("确定删除该邮箱账户？")) return;
+    try {
+      await emailConfigsApi.delete(id);
+      toast.success("已删除");
+      await loadConfigs();
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "删除失败");
+    }
+  };
+
+  return (
+    <div className="p-6 max-w-4xl">
+      <div className="mb-4">
+        <a href="/settings" className="text-sm text-muted-foreground hover:text-foreground">
+          ← 设置
+        </a>
+      </div>
+      <Card>
+        <CardHeader>
+          <div className="flex flex-wrap items-center justify-between gap-3">
+            <div>
+              <CardTitle className="flex items-center gap-2">
+                <Mail className="h-5 w-5" />
+                邮箱账户
+              </CardTitle>
+              <p className="text-sm text-muted-foreground mt-1">
+                配置多个邮箱用于财务邮件同步（发票、回执、流水）。同步时将遍历所有已启用的账户。
+              </p>
+            </div>
+            <Button onClick={openAdd}>
+              <Plus className="h-4 w-4" />
+              <span className="ml-2">添加账户</span>
+            </Button>
+          </div>
+        </CardHeader>
+        <CardContent>
+          {loading ? (
+            <p className="text-sm text-muted-foreground flex items-center gap-1">
+              <Loader2 className="h-4 w-4 animate-spin" />
+              加载中…
+            </p>
+          ) : configs.length === 0 ? (
+            <p className="text-sm text-muted-foreground py-4">
+              暂无邮箱账户。添加后将在「财务归档」同步时使用；未添加时使用环境变量 IMAP_*。
+            </p>
+          ) : (
+            <Table>
+              <TableHeader>
+                <TableRow>
+                  <TableHead>Host</TableHead>
+                  <TableHead>端口</TableHead>
+                  <TableHead>邮箱</TableHead>
+                  <TableHead>Mailbox</TableHead>
+                  <TableHead>状态</TableHead>
+                  <TableHead className="w-[120px]">操作</TableHead>
+                </TableRow>
+              </TableHeader>
+              <TableBody>
+                {configs.map((c) => (
+                  <TableRow key={c.id}>
+                    <TableCell className="font-medium">{c.host}</TableCell>
+                    <TableCell>{c.port}</TableCell>
+                    <TableCell>{c.user}</TableCell>
+                    <TableCell className="text-muted-foreground">{c.mailbox}</TableCell>
+                    <TableCell>
+                      {c.active ? (
+                        <span className="text-xs bg-green-100 text-green-800 dark:bg-green-900/30 dark:text-green-400 px-2 py-0.5 rounded">
+                          启用
+                        </span>
+                      ) : (
+                        <span className="text-xs text-muted-foreground">禁用</span>
+                      )}
+                    </TableCell>
+                    <TableCell>
+                      <div className="flex items-center gap-1">
+                        <Button variant="ghost" size="sm" onClick={() => openEdit(c)}>
+                          <Pencil className="h-3.5 w-3.5" />
+                        </Button>
+                        <Button variant="ghost" size="sm" onClick={() => handleDelete(c.id)}>
+                          <Trash2 className="h-3.5 w-3.5 text-destructive" />
+                        </Button>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          )}
+        </CardContent>
+      </Card>
+
+      <Card className="mt-4">
+        <CardHeader className="py-3">
+          <CardTitle className="text-sm">网易 163 邮箱配置说明</CardTitle>
+        </CardHeader>
+        <CardContent className="text-sm text-muted-foreground space-y-2 py-2">
+          <p><strong>IMAP 服务器：</strong> imap.163.com，端口 993（SSL）。需在网易邮箱网页端开启「IMAP/SMTP 服务」。</p>
+          <p><strong>密码：</strong> 使用「授权码」而非登录密码。在 设置 → POP3/SMTP/IMAP → 授权码管理 中生成。</p>
+          <p><strong>邮箱夹：</strong> 填 INBOX 或 收件箱；若同步失败，请编辑该账户并点击「获取邮箱列表」选择「收件箱」或目标标签。</p>
+        </CardContent>
+      </Card>
+
+      <Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
+        <DialogContent className="sm:max-w-md">
+          <DialogHeader>
+            <DialogTitle>{editingId ? "编辑邮箱账户" : "添加邮箱账户"}</DialogTitle>
+          </DialogHeader>
+          <form onSubmit={handleSubmit} className="space-y-4">
+            <div className="grid gap-2">
+              <Label>IMAP Host</Label>
+              <Input
+                value={form.host}
+                onChange={(e) => setForm((f) => ({ ...f, host: e.target.value }))}
+                placeholder="imap.163.com"
+                required
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>端口</Label>
+              <Input
+                type="number"
+                value={form.port}
+                onChange={(e) => setForm((f) => ({ ...f, port: e.target.value }))}
+                placeholder="993"
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>邮箱 / 用户名</Label>
+              <Input
+                type="email"
+                value={form.user}
+                onChange={(e) => setForm((f) => ({ ...f, user: e.target.value }))}
+                placeholder="user@example.com"
+                required
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>密码 / 授权码 {editingId && "(留空则不修改)"}</Label>
+              <Input
+                type="password"
+                value={form.password}
+                onChange={(e) => setForm((f) => ({ ...f, password: e.target.value }))}
+                placeholder={editingId ? "••••••••" : "请输入"}
+                autoComplete="off"
+                required={!editingId}
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>邮箱夹 / 自定义标签 (Mailbox)</Label>
+              {editingId && (
+                <div className="flex gap-2">
+                  <Button
+                    type="button"
+                    variant="outline"
+                    size="sm"
+                    onClick={loadFolders}
+                    disabled={foldersLoading}
+                  >
+                    {foldersLoading ? <Loader2 className="h-4 w-4 animate-spin" /> : <FolderOpen className="h-4 w-4" />}
+                    <span className="ml-1">获取邮箱列表</span>
+                  </Button>
+                </div>
+              )}
+              {folders && folders.length > 0 ? (
+                <Select
+                  value={form.mailbox}
+                  onValueChange={(v) => setForm((f) => ({ ...f, mailbox: v }))}
+                >
+                  <SelectTrigger>
+                    <SelectValue placeholder="选择邮箱夹" />
+                  </SelectTrigger>
+                  <SelectContent>
+                    {folders.map((f) => (
+                      <SelectItem key={f.raw} value={f.decoded}>
+                        {f.decoded}
+                      </SelectItem>
+                    ))}
+                  </SelectContent>
+                </Select>
+              ) : (
+                <Input
+                  value={form.mailbox}
+                  onChange={(e) => setForm((f) => ({ ...f, mailbox: e.target.value }))}
+                  placeholder="INBOX、收件箱或自定义标签（163 等若 INBOX 失败会自动尝试收件箱）"
+                />
+              )}
+            </div>
+            <div className="flex items-center gap-2">
+              <input
+                type="checkbox"
+                id="active"
+                checked={form.active}
+                onChange={(e) => setForm((f) => ({ ...f, active: e.target.checked }))}
+                className="rounded border-input"
+              />
+              <Label htmlFor="active">启用（参与同步）</Label>
+            </div>
+            <DialogFooter>
+              <Button type="button" variant="outline" onClick={() => setDialogOpen(false)}>
+                取消
+              </Button>
+              <Button type="submit" disabled={saving}>
+                {saving ? <Loader2 className="h-4 w-4 animate-spin" /> : null}
+                <span className="ml-2">{editingId ? "保存" : "添加"}</span>
+              </Button>
+            </DialogFooter>
+          </form>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+}

frontend/app/(main)/settings/page.tsx

@@ -0,0 +1,50 @@
+import Link from "next/link";
+import { Button } from "@/components/ui/button";
+import { FileSpreadsheet, FileText, Mail, FileStack, Globe } from "lucide-react";
+
+export default function SettingsPage() {
+  return (
+    <div className="p-6 max-w-2xl">
+      <h1 className="text-xl font-semibold">设置</h1>
+      <p className="text-sm text-muted-foreground mt-1">系统与业务配置</p>
+      <div className="mt-6 flex flex-col gap-2">
+        <Button variant="outline" className="justify-start" asChild>
+          <Link href="/settings/templates" className="flex items-center gap-2">
+            <FileSpreadsheet className="h-4 w-4" />
+            模板管理（报价 Excel / 合同 Word）
+          </Link>
+        </Button>
+        <Button variant="outline" className="justify-start" asChild>
+          <Link href="/settings/ai" className="flex items-center gap-2">
+            <FileText className="h-4 w-4" />
+            AI 模型配置
+          </Link>
+        </Button>
+        <Button variant="outline" className="justify-start" asChild>
+          <Link href="/settings/email" className="flex items-center gap-2">
+            <Mail className="h-4 w-4" />
+            邮箱账户（多账户同步）
+          </Link>
+        </Button>
+        <Button variant="outline" className="justify-start" asChild>
+          <Link href="/settings/cloud-docs" className="flex items-center gap-2">
+            <FileStack className="h-4 w-4" />
+            云文档快捷入口
+          </Link>
+        </Button>
+        <Button variant="outline" className="justify-start" asChild>
+          <Link href="/settings/cloud-doc-config" className="flex items-center gap-2">
+            <FileStack className="h-4 w-4" />
+            云文档配置（飞书 / 语雀 / 腾讯文档 API 凭证）
+          </Link>
+        </Button>
+        <Button variant="outline" className="justify-start" asChild>
+          <Link href="/settings/portal-links" className="flex items-center gap-2">
+            <Globe className="h-4 w-4" />
+            快捷门户
+          </Link>
+        </Button>
+      </div>
+    </div>
+  );
+}

frontend/app/(main)/settings/portal-links/page.tsx

@@ -0,0 +1,256 @@
+"use client";
+
+import { useState, useEffect, useCallback } from "react";
+import Link from "next/link";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@/components/ui/table";
+import {
+  portalLinksApi,
+  type PortalLinkRead,
+  type PortalLinkCreate,
+} from "@/lib/api/client";
+import { Globe, Plus, Pencil, Trash2, Loader2, ExternalLink } from "lucide-react";
+import { toast } from "sonner";
+
+export default function SettingsPortalLinksPage() {
+  const [links, setLinks] = useState<PortalLinkRead[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [dialogOpen, setDialogOpen] = useState(false);
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [saving, setSaving] = useState(false);
+  const [form, setForm] = useState({ name: "", url: "" });
+
+  const loadLinks = useCallback(async () => {
+    try {
+      const list = await portalLinksApi.list();
+      setLinks(list);
+    } catch {
+      toast.error("加载快捷门户列表失败");
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadLinks();
+  }, [loadLinks]);
+
+  const openAdd = () => {
+    setEditingId(null);
+    setForm({ name: "", url: "" });
+    setDialogOpen(true);
+  };
+
+  const openEdit = (item: PortalLinkRead) => {
+    setEditingId(item.id);
+    setForm({ name: item.name, url: item.url });
+    setDialogOpen(true);
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!form.name.trim() || !form.url.trim()) {
+      toast.error("请填写名称和链接");
+      return;
+    }
+    setSaving(true);
+    try {
+      if (editingId) {
+        await portalLinksApi.update(editingId, {
+          name: form.name.trim(),
+          url: form.url.trim(),
+        });
+        toast.success("已更新");
+      } else {
+        const payload: PortalLinkCreate = {
+          name: form.name.trim(),
+          url: form.url.trim(),
+        };
+        await portalLinksApi.create(payload);
+        toast.success("已添加");
+      }
+      setDialogOpen(false);
+      await loadLinks();
+      if (typeof window !== "undefined") {
+        window.dispatchEvent(new CustomEvent("portal-links-changed"));
+      }
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "保存失败");
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleDelete = async (id: string) => {
+    if (!confirm("确定删除该快捷门户入口？")) return;
+    try {
+      await portalLinksApi.delete(id);
+      toast.success("已删除");
+      await loadLinks();
+      if (typeof window !== "undefined") {
+        window.dispatchEvent(new CustomEvent("portal-links-changed"));
+      }
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "删除失败");
+    }
+  };
+
+  return (
+    <div className="p-6 max-w-4xl">
+      <div className="mb-4">
+        <Link
+          href="/settings"
+          className="text-sm text-muted-foreground hover:text-foreground"
+        >
+          ← 设置
+        </Link>
+      </div>
+      <Card>
+        <CardHeader>
+          <div className="flex flex-wrap items-center justify-between gap-3">
+            <div>
+              <CardTitle className="flex items-center gap-2">
+                <Globe className="h-5 w-5" />
+                快捷门户
+              </CardTitle>
+              <p className="text-sm text-muted-foreground mt-1">
+                添加税务、公积金等门户链接，侧栏可快速打开。
+              </p>
+            </div>
+            <Button onClick={openAdd}>
+              <Plus className="h-4 w-4" />
+              <span className="ml-2">添加入口</span>
+            </Button>
+          </div>
+        </CardHeader>
+        <CardContent>
+          {loading ? (
+            <p className="text-sm text-muted-foreground flex items-center gap-1">
+              <Loader2 className="h-4 w-4 animate-spin" />
+              加载中…
+            </p>
+          ) : links.length === 0 ? (
+            <p className="text-sm text-muted-foreground py-4">
+              暂无快捷门户入口。添加后将显示在左侧边栏「快捷门户」区域。
+            </p>
+          ) : (
+            <Table>
+              <TableHeader>
+                <TableRow>
+                  <TableHead>名称</TableHead>
+                  <TableHead>链接</TableHead>
+                  <TableHead className="w-[120px]">操作</TableHead>
+                </TableRow>
+              </TableHeader>
+              <TableBody>
+                {links.map((item) => (
+                  <TableRow key={item.id}>
+                    <TableCell className="font-medium">{item.name}</TableCell>
+                    <TableCell>
+                      <a
+                        href={item.url}
+                        target="_blank"
+                        rel="noopener noreferrer"
+                        className="text-primary hover:underline truncate max-w-[280px] inline-block"
+                      >
+                        {item.url}
+                      </a>
+                    </TableCell>
+                    <TableCell>
+                      <div className="flex items-center gap-1">
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          onClick={() => openEdit(item)}
+                          title="编辑"
+                        >
+                          <Pencil className="h-4 w-4" />
+                        </Button>
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          onClick={() => handleDelete(item.id)}
+                          title="删除"
+                        >
+                          <Trash2 className="h-4 w-4 text-destructive" />
+                        </Button>
+                        <Button variant="ghost" size="sm" asChild title="打开">
+                          <a href={item.url} target="_blank" rel="noopener noreferrer">
+                            <ExternalLink className="h-4 w-4" />
+                          </a>
+                        </Button>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                ))}
+              </TableBody>
+            </Table>
+          )}
+        </CardContent>
+      </Card>
+
+      <Dialog open={dialogOpen} onOpenChange={setDialogOpen}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              {editingId ? "编辑快捷门户入口" : "添加快捷门户入口"}
+            </DialogTitle>
+          </DialogHeader>
+          <form onSubmit={handleSubmit}>
+            <div className="grid gap-4 py-4">
+              <div className="grid gap-2">
+                <Label htmlFor="portal-name">显示名称</Label>
+                <Input
+                  id="portal-name"
+                  value={form.name}
+                  onChange={(e) => setForm((f) => ({ ...f, name: e.target.value }))}
+                  placeholder="如：电子税务局、公积金"
+                />
+              </div>
+              <div className="grid gap-2">
+                <Label htmlFor="portal-url">门户链接</Label>
+                <Input
+                  id="portal-url"
+                  type="url"
+                  value={form.url}
+                  onChange={(e) => setForm((f) => ({ ...f, url: e.target.value }))}
+                  placeholder="https://..."
+                />
+              </div>
+            </div>
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="outline"
+                onClick={() => setDialogOpen(false)}
+              >
+                取消
+              </Button>
+              <Button type="submit" disabled={saving}>
+                {saving && <Loader2 className="h-4 w-4 animate-spin mr-1" />}
+                {editingId ? "保存" : "添加"}
+              </Button>
+            </DialogFooter>
+          </form>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+}

frontend/app/(main)/settings/templates/page.tsx

@@ -0,0 +1,175 @@
+"use client";
+
+import { useState, useEffect, useCallback } from "react";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@/components/ui/table";
+import { templatesApi, type TemplateInfo } from "@/lib/api/client";
+import { Upload, Loader2, FileSpreadsheet, FileText } from "lucide-react";
+import { toast } from "sonner";
+
+export default function SettingsTemplatesPage() {
+  const [templates, setTemplates] = useState<TemplateInfo[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [uploading, setUploading] = useState(false);
+  const [dragOver, setDragOver] = useState(false);
+
+  const loadTemplates = useCallback(async () => {
+    try {
+      const list = await templatesApi.list();
+      setTemplates(list);
+    } catch {
+      toast.error("加载模板列表失败");
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadTemplates();
+  }, [loadTemplates]);
+
+  const handleFile = async (file: File) => {
+    const ext = file.name.toLowerCase().slice(file.name.lastIndexOf("."));
+    if (![".xlsx", ".xltx", ".docx", ".dotx"].includes(ext)) {
+      toast.error("仅支持 .xlsx、.xltx、.docx、.dotx 文件");
+      return;
+    }
+    setUploading(true);
+    try {
+      await templatesApi.upload(file);
+      toast.success(`已上传：${file.name}`);
+      await loadTemplates();
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "上传失败");
+    } finally {
+      setUploading(false);
+    }
+  };
+
+  const onDrop = (e: React.DragEvent) => {
+    e.preventDefault();
+    setDragOver(false);
+    const file = e.dataTransfer.files[0];
+    if (file) handleFile(file);
+  };
+
+  const onDragOver = (e: React.DragEvent) => {
+    e.preventDefault();
+    setDragOver(true);
+  };
+
+  const onDragLeave = () => setDragOver(false);
+
+  const onSelectFile = (e: React.ChangeEvent<HTMLInputElement>) => {
+    const file = e.target.files?.[0];
+    if (file) handleFile(file);
+    e.target.value = "";
+  };
+
+  const formatDate = (ts: number) =>
+    new Date(ts * 1000).toLocaleString("zh-CN", {
+      year: "numeric",
+      month: "2-digit",
+      day: "2-digit",
+      hour: "2-digit",
+      minute: "2-digit",
+    });
+
+  return (
+    <div className="p-6 max-w-4xl">
+      <div className="mb-4">
+        <a href="/settings" className="text-sm text-muted-foreground hover:text-foreground">
+          ← 设置
+        </a>
+      </div>
+      <Card>
+        <CardHeader>
+          <CardTitle>模板库</CardTitle>
+          <p className="text-sm text-muted-foreground">
+            上传报价单 Excel（.xlsx / .xltx）或合同 Word（.docx / .dotx），生成报价/合同时可选择使用。
+          </p>
+        </CardHeader>
+        <CardContent className="space-y-6">
+          <div
+            onDrop={onDrop}
+            onDragOver={onDragOver}
+            onDragLeave={onDragLeave}
+            className={`border-2 border-dashed rounded-lg p-8 text-center transition-colors ${
+              dragOver ? "border-primary bg-primary/5" : "border-muted-foreground/25"
+            }`}
+          >
+            <input
+              type="file"
+              accept=".xlsx,.xltx,.docx,.dotx,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.openxmlformats-officedocument.spreadsheetml.template,application/vnd.openxmlformats-officedocument.wordprocessingml.document,application/vnd.openxmlformats-officedocument.wordprocessingml.template"
+              onChange={onSelectFile}
+              className="hidden"
+              id="template-upload"
+            />
+            <label htmlFor="template-upload" className="cursor-pointer block">
+              <Upload className="h-10 w-10 mx-auto text-muted-foreground" />
+              <p className="mt-2 text-sm font-medium">拖拽文件到此处，或点击选择</p>
+              <p className="text-xs text-muted-foreground mt-1">仅支持 .xlsx、.xltx、.docx、.dotx</p>
+            </label>
+            {uploading && (
+              <p className="mt-2 text-sm text-muted-foreground flex items-center justify-center gap-1">
+                <Loader2 className="h-4 w-4 animate-spin" />
+                上传中…
+              </p>
+            )}
+          </div>
+
+          <div>
+            <h3 className="text-sm font-medium mb-2">已上传模板</h3>
+            {loading ? (
+              <p className="text-sm text-muted-foreground flex items-center gap-1">
+                <Loader2 className="h-4 w-4 animate-spin" />
+                加载中…
+              </p>
+            ) : templates.length === 0 ? (
+              <p className="text-sm text-muted-foreground">暂无模板</p>
+            ) : (
+              <Table>
+                <TableHeader>
+                  <TableRow>
+                    <TableHead>类型</TableHead>
+                    <TableHead>文件名</TableHead>
+                    <TableHead>大小</TableHead>
+                    <TableHead>上传时间</TableHead>
+                  </TableRow>
+                </TableHeader>
+                <TableBody>
+                  {templates.map((t) => (
+                    <TableRow key={t.name}>
+                      <TableCell>
+                        {t.type === "excel" ? (
+                          <FileSpreadsheet className="h-4 w-4 text-green-600" />
+                        ) : (
+                          <FileText className="h-4 w-4 text-blue-600" />
+                        )}
+                      </TableCell>
+                      <TableCell className="font-medium">{t.name}</TableCell>
+                      <TableCell className="text-muted-foreground">
+                        {(t.size / 1024).toFixed(1)} KB
+                      </TableCell>
+                      <TableCell className="text-muted-foreground">
+                        {formatDate(t.uploaded_at)}
+                      </TableCell>
+                    </TableRow>
+                  ))}
+                </TableBody>
+              </Table>
+            )}
+          </div>
+        </CardContent>
+      </Card>
+    </div>
+  );
+}

frontend/app/(main)/workspace/page.tsx

@@ -4,6 +4,7 @@ import { useState, useEffect, useCallback } from "react";
 import { Button } from "@/components/ui/button";
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { Label } from "@/components/ui/label";
+import { Input } from "@/components/ui/input";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import {
   Select,
@@ -12,16 +13,27 @@ import {
   SelectTrigger,
   SelectValue,
 } from "@/components/ui/select";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+  DialogTrigger,
+} from "@/components/ui/dialog";
 import ReactMarkdown from "react-markdown";
-import { Wand2, Save, FileSpreadsheet, FileDown, Loader2 } from "lucide-react";
+import { Wand2, Save, FileSpreadsheet, FileDown, Loader2, Plus, Search, CloudUpload } from "lucide-react";
 import { toast } from "sonner";
 import {
   customersApi,
   projectsApi,
+  templatesApi,
+  pushProjectToCloud,
   downloadFile,
   downloadFileAsBlob,
   type CustomerRead,
   type QuoteGenerateResponse,
+  type TemplateInfo,
 } from "@/lib/api/client";
 
 export default function WorkspacePage() {
@@ -34,10 +46,19 @@ export default function WorkspacePage() {
   const [analyzing, setAnalyzing] = useState(false);
   const [saving, setSaving] = useState(false);
   const [generatingQuote, setGeneratingQuote] = useState(false);
+  const [addCustomerOpen, setAddCustomerOpen] = useState(false);
+  const [newCustomerName, setNewCustomerName] = useState("");
+  const [newCustomerContact, setNewCustomerContact] = useState("");
+  const [newCustomerTags, setNewCustomerTags] = useState("");
+  const [addingCustomer, setAddingCustomer] = useState(false);
+  const [quoteTemplates, setQuoteTemplates] = useState<TemplateInfo[]>([]);
+  const [selectedQuoteTemplate, setSelectedQuoteTemplate] = useState<string>("");
+  const [customerSearch, setCustomerSearch] = useState("");
+  const [pushToCloudLoading, setPushToCloudLoading] = useState(false);
 
-  const loadCustomers = useCallback(async () => {
+  const loadCustomers = useCallback(async (search?: string) => {
     try {
-      const list = await customersApi.list();
+      const list = await customersApi.list(search?.trim() ? { q: search.trim() } : undefined);
       setCustomers(list);
       if (list.length > 0 && !customerId) setCustomerId(String(list[0].id));
     } catch (e) {
@@ -46,8 +67,50 @@ export default function WorkspacePage() {
   }, [customerId]);
 
   useEffect(() => {
-    loadCustomers();
-  }, [loadCustomers]);
+    loadCustomers(customerSearch);
+  }, [loadCustomers, customerSearch]);
+
+  const loadQuoteTemplates = useCallback(async () => {
+    try {
+      const list = await templatesApi.list();
+      setQuoteTemplates(list.filter((t) => t.type === "excel"));
+    } catch {
+      // ignore
+    }
+  }, []);
+
+  useEffect(() => {
+    loadQuoteTemplates();
+  }, [loadQuoteTemplates]);
+
+  const handleAddCustomer = async (e: React.FormEvent) => {
+    e.preventDefault();
+    const name = newCustomerName.trim();
+    if (!name) {
+      toast.error("请填写客户名称");
+      return;
+    }
+    setAddingCustomer(true);
+    try {
+      const created = await customersApi.create({
+        name,
+        contact_info: newCustomerContact.trim() || null,
+        tags: newCustomerTags.trim() || null,
+      });
+      toast.success("客户已添加");
+      setAddCustomerOpen(false);
+      setNewCustomerName("");
+      setNewCustomerContact("");
+      setNewCustomerTags("");
+      await loadCustomers(customerSearch);
+      setCustomerId(String(created.id));
+    } catch (err) {
+      const msg = err instanceof Error ? err.message : "添加失败";
+      toast.error(msg);
+    } finally {
+      setAddingCustomer(false);
+    }
+  };
 
   const handleAnalyze = async () => {
     if (!customerId || !rawText.trim()) {
@@ -72,6 +135,34 @@ export default function WorkspacePage() {
     }
   };
 
+  const handlePushToCloud = async (platform: "feishu" | "yuque" | "tencent") => {
+    if (projectId == null) return;
+    const md = solutionMd?.trim() || "";
+    if (!md) {
+      toast.error("请先在编辑器中填写方案内容后再推送");
+      return;
+    }
+    setPushToCloudLoading(true);
+    try {
+      const res = await pushProjectToCloud(projectId, {
+        platform,
+        body_md: md,
+      });
+      toast.success("已推送到云文档", {
+        action: res.url
+          ? {
+              label: "打开链接",
+              onClick: () => window.open(res.url, "_blank"),
+            }
+          : undefined,
+      });
+    } catch (e) {
+      toast.error(e instanceof Error ? e.message : "推送失败");
+    } finally {
+      setPushToCloudLoading(false);
+    }
+  };
+
   const handleSaveToArchive = async () => {
     if (projectId == null) {
       toast.error("请先进行 AI 解析");
@@ -96,7 +187,10 @@ export default function WorkspacePage() {
     }
     setGeneratingQuote(true);
     try {
-      const res = await projectsApi.generateQuote(projectId);
+      const res = await projectsApi.generateQuote(
+        projectId,
+        selectedQuoteTemplate || undefined
+      );
       setLastQuote(res);
       toast.success("报价单已生成");
       downloadFile(res.excel_path, `quote_project_${projectId}.xlsx`);
@@ -120,7 +214,10 @@ export default function WorkspacePage() {
     }
     setGeneratingQuote(true);
     try {
-      const res = await projectsApi.generateQuote(projectId);
+      const res = await projectsApi.generateQuote(
+        projectId,
+        selectedQuoteTemplate || undefined
+      );
       setLastQuote(res);
       await downloadFileAsBlob(res.pdf_path, `quote_project_${projectId}.pdf`);
       toast.success("PDF 已下载");
@@ -158,18 +255,97 @@ export default function WorkspacePage() {
             <CardContent className="flex-1 flex flex-col gap-2 min-h-0 pt-0">
               <div className="space-y-1.5">
                 <Label>客户</Label>
-                <Select value={customerId} onValueChange={setCustomerId}>
-                  <SelectTrigger>
-                    <SelectValue placeholder="选择客户" />
-                  </SelectTrigger>
-                  <SelectContent>
-                    {customers.map((c) => (
-                      <SelectItem key={c.id} value={String(c.id)}>
-                        {c.name}
-                      </SelectItem>
-                    ))}
-                  </SelectContent>
-                </Select>
+                <div className="flex gap-1 items-center">
+                  <div className="relative flex-1">
+                    <Search className="absolute left-2 top-1/2 -translate-y-1/2 h-4 w-4 text-muted-foreground" />
+                    <Input
+                      placeholder="搜索客户名称/联系方式"
+                      value={customerSearch}
+                      onChange={(e) => setCustomerSearch(e.target.value)}
+                      className="pl-8 h-9"
+                    />
+                  </div>
+                </div>
+                <div className="flex gap-1">
+                  <Select value={customerId} onValueChange={setCustomerId}>
+                    <SelectTrigger className="flex-1">
+                      <SelectValue placeholder="选择客户" />
+                    </SelectTrigger>
+                    <SelectContent>
+                      {customers.map((c) => (
+                        <SelectItem key={c.id} value={String(c.id)}>
+                          <span className="flex items-center gap-2">
+                            {c.name}
+                            {c.tags && (
+                              <span className="text-muted-foreground text-xs">
+                                ({c.tags})
+                              </span>
+                            )}
+                          </span>
+                        </SelectItem>
+                      ))}
+                    </SelectContent>
+                  </Select>
+                  <Dialog open={addCustomerOpen} onOpenChange={setAddCustomerOpen}>
+                    <DialogTrigger asChild>
+                      <Button type="button" size="icon" variant="outline" title="新建客户">
+                        <Plus className="h-4 w-4" />
+                      </Button>
+                    </DialogTrigger>
+                    <DialogContent className="sm:max-w-sm">
+                      <DialogHeader>
+                        <DialogTitle>新建客户</DialogTitle>
+                      </DialogHeader>
+                      <form onSubmit={handleAddCustomer}>
+                        <div className="grid gap-4 py-4">
+                          <div className="grid gap-2">
+                            <Label htmlFor="customer-name">客户名称</Label>
+                            <Input
+                              id="customer-name"
+                              value={newCustomerName}
+                              onChange={(e) => setNewCustomerName(e.target.value)}
+                              placeholder="必填"
+                            />
+                          </div>
+                          <div className="grid gap-2">
+                            <Label htmlFor="customer-contact">联系方式</Label>
+                            <Input
+                              id="customer-contact"
+                              value={newCustomerContact}
+                              onChange={(e) => setNewCustomerContact(e.target.value)}
+                              placeholder="选填"
+                            />
+                          </div>
+                          <div className="grid gap-2">
+                            <Label htmlFor="customer-tags">标签（逗号分隔，用于收纳筛选）</Label>
+                            <Input
+                              id="customer-tags"
+                              value={newCustomerTags}
+                              onChange={(e) => setNewCustomerTags(e.target.value)}
+                              placeholder="如：重点客户, 已签约"
+                            />
+                          </div>
+                        </div>
+                        <DialogFooter>
+                          <Button
+                            type="button"
+                            variant="outline"
+                            onClick={() => setAddCustomerOpen(false)}
+                          >
+                            取消
+                          </Button>
+                          <Button type="submit" disabled={addingCustomer}>
+                            {addingCustomer ? (
+                              <Loader2 className="h-4 w-4 animate-spin" />
+                            ) : (
+                              "添加"
+                            )}
+                          </Button>
+                        </DialogFooter>
+                      </form>
+                    </DialogContent>
+                  </Dialog>
+                </div>
               </div>
               <div className="flex-1 flex flex-col min-h-0">
                 <Label>微信/客户需求文本</Label>
@@ -220,7 +396,26 @@ export default function WorkspacePage() {
       </div>
 
       {/* Floating Action Bar */}
-      <div className="flex items-center gap-3 border-t bg-card px-4 py-3 shadow-[0_-2px 10px rgba(0,0,0,0.05)]">
+      <div className="flex items-center gap-3 border-t bg-card px-4 py-3 shadow-[0_-2px 10px rgba(0,0,0,0.05)] flex-wrap">
+        <div className="flex items-center gap-2">
+          <span className="text-xs text-muted-foreground whitespace-nowrap">报价模板</span>
+          <Select
+            value={selectedQuoteTemplate || "__latest__"}
+            onValueChange={(v) => setSelectedQuoteTemplate(v === "__latest__" ? "" : v)}
+          >
+            <SelectTrigger className="w-[180px] h-8">
+              <SelectValue placeholder="使用最新上传" />
+            </SelectTrigger>
+            <SelectContent>
+              <SelectItem value="__latest__">使用最新上传</SelectItem>
+              {quoteTemplates.map((t) => (
+                <SelectItem key={t.name} value={t.name}>
+                  {t.name}
+                </SelectItem>
+              ))}
+            </SelectContent>
+          </Select>
+        </div>
         <Button
           variant="outline"
           size="sm"
@@ -260,6 +455,30 @@ export default function WorkspacePage() {
           )}
           <span className="ml-1.5">导出 PDF</span>
         </Button>
+        <Select
+          value="__none__"
+          onValueChange={(v) => {
+            if (v === "feishu" || v === "yuque" || v === "tencent") handlePushToCloud(v);
+          }}
+          disabled={pushToCloudLoading || projectId == null}
+        >
+          <SelectTrigger className="w-[140px] h-8">
+            {pushToCloudLoading ? (
+              <Loader2 className="h-4 w-4 animate-spin" />
+            ) : (
+              <CloudUpload className="h-4 w-4 mr-1" />
+            )}
+            <SelectValue placeholder="推送到云文档" />
+          </SelectTrigger>
+          <SelectContent>
+            <SelectItem value="__none__" disabled>
+              推送到云文档
+            </SelectItem>
+            <SelectItem value="feishu">飞书文档</SelectItem>
+            <SelectItem value="yuque">语雀</SelectItem>
+            <SelectItem value="tencent">腾讯文档</SelectItem>
+          </SelectContent>
+        </Select>
         {projectId != null && (
           <span className="text-xs text-muted-foreground ml-2">
             当前项目 #{projectId}

frontend/components/app-sidebar.tsx

@@ -2,27 +2,63 @@
 
 import Link from "next/link";
 import { usePathname } from "next/navigation";
+import { useEffect, useState, useCallback } from "react";
 import {
   FileText,
   FolderArchive,
   Settings,
-  Building2,
   Globe,
-  PiggyBank,
+  FileStack,
+  Settings2,
 } from "lucide-react";
 import { cn } from "@/lib/utils";
 import { Separator } from "@/components/ui/separator";
 import { Button } from "@/components/ui/button";
 import { HistoricalReferences } from "@/components/historical-references";
-
-const QUICK_LINKS = [
-  { label: "国家税务总局门户", href: "https://www.chinatax.gov.cn", icon: Building2 },
-  { label: "电子税务局", href: "https://etax.chinatax.gov.cn", icon: Globe },
-  { label: "公积金管理中心", href: "https://www.12329.com.cn", icon: PiggyBank },
-];
+import { cloudDocsApi, portalLinksApi, type CloudDocLinkRead, type PortalLinkRead } from "@/lib/api/client";
 
 export function AppSidebar() {
   const pathname = usePathname();
+  const [cloudDocs, setCloudDocs] = useState<CloudDocLinkRead[]>([]);
+  const [portalLinks, setPortalLinks] = useState<PortalLinkRead[]>([]);
+
+  const loadCloudDocs = useCallback(async () => {
+    try {
+      const list = await cloudDocsApi.list();
+      setCloudDocs(list);
+    } catch {
+      setCloudDocs([]);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadCloudDocs();
+  }, [loadCloudDocs]);
+
+  useEffect(() => {
+    const onCloudDocsChanged = () => loadCloudDocs();
+    window.addEventListener("cloud-docs-changed", onCloudDocsChanged);
+    return () => window.removeEventListener("cloud-docs-changed", onCloudDocsChanged);
+  }, [loadCloudDocs]);
+
+  const loadPortalLinks = useCallback(async () => {
+    try {
+      const list = await portalLinksApi.list();
+      setPortalLinks(list);
+    } catch {
+      setPortalLinks([]);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadPortalLinks();
+  }, [loadPortalLinks]);
+
+  useEffect(() => {
+    const onPortalLinksChanged = () => loadPortalLinks();
+    window.addEventListener("portal-links-changed", onPortalLinksChanged);
+    return () => window.removeEventListener("portal-links-changed", onPortalLinksChanged);
+  }, [loadPortalLinks]);
 
   const nav = [
     { href: "/workspace", label: "需求与方案", icon: FileText },
@@ -54,25 +90,70 @@ export function AppSidebar() {
         ))}
       </nav>
       <Separator />
-      <div className="p-2">
-        <p className="text-xs font-medium text-muted-foreground px-2 mb-2">
-          快捷门户
-        </p>
-        <div className="flex flex-col gap-1">
-          {QUICK_LINKS.map((link) => (
-            <a
-              key={link.href}
-              href={link.href}
-              target="_blank"
-              rel="noopener noreferrer"
-              className={cn(
-                "flex items-center gap-2 rounded-md px-2 py-1.5 text-sm text-muted-foreground hover:bg-accent hover:text-accent-foreground"
-              )}
+      <div className="flex-1 min-h-0 overflow-y-auto flex flex-col">
+        <div className="p-2 shrink-0">
+          <div className="flex items-center justify-between px-2 mb-2">
+            <p className="text-xs font-medium text-muted-foreground">云文档</p>
+            <Link
+              href="/settings/cloud-docs"
+              className="text-xs text-muted-foreground hover:text-foreground"
+              title="管理云文档入口"
             >
-              <link.icon className="h-4 w-4 shrink-0" />
-              {link.label}
-            </a>
-          ))}
+              <Settings2 className="h-3.5 w-3.5" />
+            </Link>
+          </div>
+          <div className="flex flex-col gap-1">
+            {cloudDocs.length === 0 ? (
+              <p className="text-xs text-muted-foreground px-2">暂无入口，去设置添加</p>
+            ) : (
+              cloudDocs.map((doc) => (
+                <a
+                  key={doc.id}
+                  href={doc.url}
+                  target="_blank"
+                  rel="noopener noreferrer"
+                  className={cn(
+                    "flex items-center gap-2 rounded-md px-2 py-1.5 text-sm text-muted-foreground hover:bg-accent hover:text-accent-foreground"
+                  )}
+                >
+                  <FileStack className="h-4 w-4 shrink-0" />
+                  <span className="truncate">{doc.name}</span>
+                </a>
+              ))
+            )}
+          </div>
+        </div>
+        <div className="p-2 shrink-0">
+          <div className="flex items-center justify-between px-2 mb-2">
+            <p className="text-xs font-medium text-muted-foreground">快捷门户</p>
+            <Link
+              href="/settings/portal-links"
+              className="text-xs text-muted-foreground hover:text-foreground"
+              title="管理快捷门户"
+            >
+              <Settings2 className="h-3.5 w-3.5" />
+            </Link>
+          </div>
+          <div className="flex flex-col gap-1">
+            {portalLinks.length === 0 ? (
+              <p className="text-xs text-muted-foreground px-2">暂无入口，去设置添加</p>
+            ) : (
+              portalLinks.map((link) => (
+                <a
+                  key={link.id}
+                  href={link.url}
+                  target="_blank"
+                  rel="noopener noreferrer"
+                  className={cn(
+                    "flex items-center gap-2 rounded-md px-2 py-1.5 text-sm text-muted-foreground hover:bg-accent hover:text-accent-foreground"
+                  )}
+                >
+                  <Globe className="h-4 w-4 shrink-0" />
+                  <span className="truncate">{link.name}</span>
+                </a>
+              ))
+            )}
+          </div>
         </div>
       </div>
       {pathname === "/workspace" && <HistoricalReferences />}

frontend/components/historical-references.tsx

@@ -1,22 +1,59 @@
 "use client";
 
-import { useState, useEffect, useCallback } from "react";
+import { useState, useEffect, useCallback, useMemo } from "react";
 import { Input } from "@/components/ui/input";
 import { Button } from "@/components/ui/button";
+import { Label } from "@/components/ui/label";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogFooter,
+} from "@/components/ui/dialog";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import { cn } from "@/lib/utils";
-import { listProjects, type ProjectRead } from "@/lib/api/client";
-import { Copy, Search, FileText } from "lucide-react";
+import {
+  listProjects,
+  projectsApi,
+  type ProjectRead,
+} from "@/lib/api/client";
+import { Copy, Search, FileText, Eye, Pencil, Loader2 } from "lucide-react";
 import { toast } from "sonner";
+import ReactMarkdown from "react-markdown";
+
+function parseTags(tagsStr: string | null | undefined): string[] {
+  if (!tagsStr?.trim()) return [];
+  return tagsStr
+    .split(",")
+    .map((t) => t.trim())
+    .filter(Boolean);
+}
 
 export function HistoricalReferences() {
   const [projects, setProjects] = useState<ProjectRead[]>([]);
   const [search, setSearch] = useState("");
+  const [selectedTag, setSelectedTag] = useState<string>("");
   const [loading, setLoading] = useState(true);
+  const [previewProject, setPreviewProject] = useState<ProjectRead | null>(null);
+  const [editProject, setEditProject] = useState<ProjectRead | null>(null);
+  const [editRaw, setEditRaw] = useState("");
+  const [editMd, setEditMd] = useState("");
+  const [saving, setSaving] = useState(false);
 
   const load = useCallback(async () => {
     setLoading(true);
     try {
-      const data = await listProjects();
+      const data = await listProjects(
+        selectedTag ? { customer_tag: selectedTag } : undefined
+      );
       setProjects(data);
     } catch (e) {
       toast.error("加载历史项目失败");
@@ -24,19 +61,32 @@ export function HistoricalReferences() {
     } finally {
       setLoading(false);
     }
-  }, []);
+  }, [selectedTag]);
 
   useEffect(() => {
     load();
   }, [load]);
 
-  const filtered = search.trim()
-    ? projects.filter(
+  const allTags = useMemo(() => {
+    const set = new Set<string>();
+    projects.forEach((p) =>
+      parseTags(p.customer?.tags ?? null).forEach((t) => set.add(t))
+    );
+    return Array.from(set).sort();
+  }, [projects]);
+
+  const filtered = useMemo(() => {
+    let list = projects;
+    if (search.trim()) {
+      const q = search.toLowerCase();
+      list = list.filter(
         (p) =>
-          p.raw_requirement.toLowerCase().includes(search.toLowerCase()) ||
-          (p.ai_solution_md || "").toLowerCase().includes(search.toLowerCase())
-      )
-    : projects.slice(0, 10);
+          p.raw_requirement.toLowerCase().includes(q) ||
+          (p.ai_solution_md || "").toLowerCase().includes(q)
+      );
+    }
+    return list.slice(0, 20);
+  }, [projects, search]);
 
   const copySnippet = (text: string, label: string) => {
     if (!text) return;
@@ -44,20 +94,67 @@ export function HistoricalReferences() {
     toast.success(`已复制 ${label}`);
   };
 
+  const openPreview = (p: ProjectRead) => setPreviewProject(p);
+  const openEdit = (p: ProjectRead) => {
+    setEditProject(p);
+    setEditRaw(p.raw_requirement);
+    setEditMd(p.ai_solution_md || "");
+  };
+
+  const handleSaveEdit = async () => {
+    if (!editProject) return;
+    setSaving(true);
+    try {
+      await projectsApi.update(editProject.id, {
+        raw_requirement: editRaw,
+        ai_solution_md: editMd || null,
+      });
+      toast.success("已保存");
+      setEditProject(null);
+      load();
+    } catch (e) {
+      toast.error("保存失败");
+    } finally {
+      setSaving(false);
+    }
+  };
+
   return (
     <div className="border-t p-2">
       <p className="text-xs font-medium text-muted-foreground px-2 mb-2 flex items-center gap-1">
         <FileText className="h-3.5 w-3.5" />
         历史参考
       </p>
-      <div className="relative mb-2">
-        <Search className="absolute left-2 top-1/2 h-3.5 w-3.5 -translate-y-1/2 text-muted-foreground" />
-        <Input
-          placeholder="搜索项目..."
-          value={search}
-          onChange={(e) => setSearch(e.target.value)}
-          className="h-8 pl-7 text-xs"
-        />
+      <div className="space-y-2 mb-2">
+        <div className="flex gap-1 items-center">
+          <Select
+            value={selectedTag || "__all__"}
+            onValueChange={(v) => setSelectedTag(v === "__all__" ? "" : v)}
+          >
+            <SelectTrigger className="h-8 text-xs flex-1">
+              <SelectValue placeholder="按标签收纳" />
+            </SelectTrigger>
+            <SelectContent>
+              <SelectItem value="__all__" className="text-xs">
+                全部
+              </SelectItem>
+              {allTags.map((t) => (
+                <SelectItem key={t} value={t} className="text-xs">
+                  {t}
+                </SelectItem>
+              ))}
+            </SelectContent>
+          </Select>
+        </div>
+        <div className="relative">
+          <Search className="absolute left-2 top-1/2 h-3.5 w-3.5 -translate-y-1/2 text-muted-foreground" />
+          <Input
+            placeholder="搜索项目..."
+            value={search}
+            onChange={(e) => setSearch(e.target.value)}
+            className="h-8 pl-7 text-xs"
+          />
+        </div>
       </div>
       <div className="max-h-48 overflow-y-auto space-y-1">
         {loading ? (
@@ -72,20 +169,43 @@ export function HistoricalReferences() {
                 "rounded border bg-background/50 p-2 text-xs space-y-1"
               )}
             >
-              <p className="font-medium text-foreground line-clamp-1">
-                项目 #{p.id}
+              <p className="font-medium text-foreground line-clamp-1 flex items-center justify-between gap-1">
+                <span>项目 #{p.id}</span>
+                {p.customer?.tags && (
+                  <span className="text-muted-foreground font-normal truncate max-w-[60%]">
+                    {parseTags(p.customer.tags).slice(0, 2).join(", ")}
+                  </span>
+                )}
               </p>
               <p className="text-muted-foreground line-clamp-2">
                 {p.raw_requirement.slice(0, 80)}…
               </p>
-              <div className="flex gap-1 pt-1">
+              <div className="flex flex-wrap gap-1 pt-1">
                 <Button
                   variant="ghost"
                   size="sm"
                   className="h-6 px-1.5 text-xs"
-                  onClick={() =>
-                    copySnippet(p.raw_requirement, "原始需求")
-                  }
+                  onClick={() => openPreview(p)}
+                  title="预览"
+                >
+                  <Eye className="h-3 w-3 mr-0.5" />
+                  预览
+                </Button>
+                <Button
+                  variant="ghost"
+                  size="sm"
+                  className="h-6 px-1.5 text-xs"
+                  onClick={() => openEdit(p)}
+                  title="编辑"
+                >
+                  <Pencil className="h-3 w-3 mr-0.5" />
+                  编辑
+                </Button>
+                <Button
+                  variant="ghost"
+                  size="sm"
+                  className="h-6 px-1.5 text-xs"
+                  onClick={() => copySnippet(p.raw_requirement, "原始需求")}
                 >
                   <Copy className="h-3 w-3 mr-0.5" />
                   需求
@@ -94,9 +214,7 @@ export function HistoricalReferences() {
                   variant="ghost"
                   size="sm"
                   className="h-6 px-1.5 text-xs"
-                  onClick={() =>
-                    copySnippet(p.ai_solution_md || "", "方案")
-                  }
+                  onClick={() => copySnippet(p.ai_solution_md || "", "方案")}
                 >
                   <Copy className="h-3 w-3 mr-0.5" />
                   方案
@@ -106,6 +224,80 @@ export function HistoricalReferences() {
           ))
         )}
       </div>
+
+      {/* 预览弹窗 */}
+      <Dialog open={!!previewProject} onOpenChange={() => setPreviewProject(null)}>
+        <DialogContent className="max-w-2xl max-h-[85vh] overflow-hidden flex flex-col">
+          <DialogHeader>
+            <DialogTitle>
+              项目 #{previewProject?.id}
+              {previewProject?.customer?.name && (
+                <span className="text-sm font-normal text-muted-foreground ml-2">
+                  {previewProject.customer.name}
+                </span>
+              )}
+            </DialogTitle>
+          </DialogHeader>
+          <Tabs defaultValue="requirement" className="flex-1 min-h-0 flex flex-col overflow-hidden">
+            <TabsList>
+              <TabsTrigger value="requirement">原始需求</TabsTrigger>
+              <TabsTrigger value="solution">方案</TabsTrigger>
+            </TabsList>
+            <TabsContent value="requirement" className="mt-2 overflow-auto flex-1 min-h-0">
+              <pre className="text-xs whitespace-pre-wrap bg-muted/50 p-3 rounded-md">
+                {previewProject?.raw_requirement ?? ""}
+              </pre>
+            </TabsContent>
+            <TabsContent value="solution" className="mt-2 overflow-auto flex-1 min-h-0">
+              <div className="prose prose-sm dark:prose-invert max-w-none p-2">
+                {previewProject?.ai_solution_md ? (
+                  <ReactMarkdown>{previewProject.ai_solution_md}</ReactMarkdown>
+                ) : (
+                  <p className="text-muted-foreground">暂无方案</p>
+                )}
+              </div>
+            </TabsContent>
+          </Tabs>
+        </DialogContent>
+      </Dialog>
+
+      {/* 二次编辑弹窗 */}
+      <Dialog open={!!editProject} onOpenChange={() => !saving && setEditProject(null)}>
+        <DialogContent className="max-w-2xl max-h-[85vh] overflow-hidden flex flex-col">
+          <DialogHeader>
+            <DialogTitle>编辑 项目 #{editProject?.id}</DialogTitle>
+          </DialogHeader>
+          <div className="grid gap-4 py-2 flex-1 min-h-0 overflow-auto">
+            <div className="grid gap-2">
+              <Label>原始需求</Label>
+              <textarea
+                className="min-h-[120px] w-full rounded-md border border-input bg-background px-3 py-2 text-sm font-mono resize-none"
+                value={editRaw}
+                onChange={(e) => setEditRaw(e.target.value)}
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label>方案 (Markdown)</Label>
+              <textarea
+                className="min-h-[180px] w-full rounded-md border border-input bg-background px-3 py-2 text-sm font-mono resize-none"
+                value={editMd}
+                onChange={(e) => setEditMd(e.target.value)}
+              />
+            </div>
+          </div>
+          <DialogFooter>
+            <Button variant="outline" onClick={() => setEditProject(null)} disabled={saving}>
+              取消
+            </Button>
+            <Button onClick={handleSaveEdit} disabled={saving}>
+              {saving ? (
+                <Loader2 className="h-4 w-4 animate-spin mr-2" />
+              ) : null}
+              保存
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
     </div>
   );
 }

frontend/components/ui/dialog.tsx

@@ -0,0 +1,119 @@
+"use client";
+
+import * as React from "react";
+import * as DialogPrimitive from "@radix-ui/react-dialog";
+import { X } from "lucide-react";
+import { cn } from "@/lib/utils";
+
+const Dialog = DialogPrimitive.Root;
+const DialogTrigger = DialogPrimitive.Trigger;
+const DialogPortal = DialogPrimitive.Portal;
+const DialogClose = DialogPrimitive.Close;
+
+const DialogOverlay = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Overlay>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Overlay>
+>(({ className, ...props }, ref) => (
+  <DialogPrimitive.Overlay
+    ref={ref}
+    className={cn(
+      "fixed inset-0 z-50 bg-black/80 data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0",
+      className
+    )}
+    {...props}
+  />
+));
+DialogOverlay.displayName = DialogPrimitive.Overlay.displayName;
+
+const DialogContent = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Content>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Content> & {
+    showCloseButton?: boolean;
+  }
+>(({ className, children, showCloseButton = true, ...props }, ref) => (
+  <DialogPortal>
+    <DialogOverlay />
+    <DialogPrimitive.Content
+      ref={ref}
+      className={cn(
+        "fixed left-[50%] top-[50%] z-50 grid w-full max-w-lg translate-x-[-50%] translate-y-[-50%] gap-4 border bg-background p-6 shadow-lg duration-200 data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[state=closed]:slide-out-to-left-1/2 data-[state=closed]:slide-out-to-top-[48%] data-[state=open]:slide-in-from-left-1/2 data-[state=open]:slide-in-from-top-[48%] sm:rounded-lg",
+        className
+      )}
+      {...props}
+    >
+      {children}
+      {showCloseButton && (
+        <DialogPrimitive.Close className="absolute right-4 top-4 rounded-sm opacity-70 ring-offset-background transition-opacity hover:opacity-100 focus:outline-none focus:ring-2 focus:ring-ring focus:ring-offset-2 disabled:pointer-events-none data-[state=open]:bg-accent data-[state=open]:text-muted-foreground">
+          <X className="h-4 w-4" />
+          <span className="sr-only">Close</span>
+        </DialogPrimitive.Close>
+      )}
+    </DialogPrimitive.Content>
+  </DialogPortal>
+));
+DialogContent.displayName = DialogPrimitive.Content.displayName;
+
+const DialogHeader = ({
+  className,
+  ...props
+}: React.HTMLAttributes<HTMLDivElement>) => (
+  <div
+    className={cn(
+      "flex flex-col space-y-1.5 text-center sm:text-left",
+      className
+    )}
+    {...props}
+  />
+);
+DialogHeader.displayName = "DialogHeader";
+
+const DialogFooter = ({
+  className,
+  ...props
+}: React.HTMLAttributes<HTMLDivElement>) => (
+  <div
+    className={cn(
+      "flex flex-col-reverse sm:flex-row sm:justify-end sm:space-x-2",
+      className
+    )}
+    {...props}
+  />
+);
+DialogFooter.displayName = "DialogFooter";
+
+const DialogTitle = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Title>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Title>
+>(({ className, ...props }, ref) => (
+  <DialogPrimitive.Title
+    ref={ref}
+    className={cn("text-lg font-semibold leading-none tracking-tight", className)}
+    {...props}
+  />
+));
+DialogTitle.displayName = DialogPrimitive.Title.displayName;
+
+const DialogDescription = React.forwardRef<
+  React.ElementRef<typeof DialogPrimitive.Description>,
+  React.ComponentPropsWithoutRef<typeof DialogPrimitive.Description>
+>(({ className, ...props }, ref) => (
+  <DialogPrimitive.Description
+    ref={ref}
+    className={cn("text-sm text-muted-foreground", className)}
+    {...props}
+  />
+));
+DialogDescription.displayName = DialogPrimitive.Description.displayName;
+
+export {
+  Dialog,
+  DialogPortal,
+  DialogOverlay,
+  DialogClose,
+  DialogTrigger,
+  DialogContent,
+  DialogHeader,
+  DialogFooter,
+  DialogTitle,
+  DialogDescription,
+};

frontend/components/ui/table.tsx

@@ -0,0 +1,80 @@
+import * as React from "react";
+import { cn } from "@/lib/utils";
+
+const Table = React.forwardRef<
+  HTMLTableElement,
+  React.HTMLAttributes<HTMLTableElement>
+>(({ className, ...props }, ref) => (
+  <div className="relative w-full overflow-auto">
+    <table
+      ref={ref}
+      className={cn("w-full caption-bottom text-sm", className)}
+      {...props}
+    />
+  </div>
+));
+Table.displayName = "Table";
+
+const TableHeader = React.forwardRef<
+  HTMLTableSectionElement,
+  React.HTMLAttributes<HTMLTableSectionElement>
+>(({ className, ...props }, ref) => (
+  <thead ref={ref} className={cn("[&_tr]:border-b", className)} {...props} />
+));
+TableHeader.displayName = "TableHeader";
+
+const TableBody = React.forwardRef<
+  HTMLTableSectionElement,
+  React.HTMLAttributes<HTMLTableSectionElement>
+>(({ className, ...props }, ref) => (
+  <tbody
+    ref={ref}
+    className={cn("[&_tr:last-child]:border-0", className)}
+    {...props}
+  />
+));
+TableBody.displayName = "TableBody";
+
+const TableRow = React.forwardRef<
+  HTMLTableRowElement,
+  React.HTMLAttributes<HTMLTableRowElement>
+>(({ className, ...props }, ref) => (
+  <tr
+    ref={ref}
+    className={cn(
+      "border-b transition-colors hover:bg-muted/50 data-[state=selected]:bg-muted",
+      className
+    )}
+    {...props}
+  />
+));
+TableRow.displayName = "TableRow";
+
+const TableHead = React.forwardRef<
+  HTMLTableCellElement,
+  React.ThHTMLAttributes<HTMLTableCellElement>
+>(({ className, ...props }, ref) => (
+  <th
+    ref={ref}
+    className={cn(
+      "h-12 px-4 text-left align-middle font-medium text-muted-foreground [&:has([role=checkbox])]:pr-0",
+      className
+    )}
+    {...props}
+  />
+));
+TableHead.displayName = "TableHead";
+
+const TableCell = React.forwardRef<
+  HTMLTableCellElement,
+  React.TdHTMLAttributes<HTMLTableCellElement>
+>(({ className, ...props }, ref) => (
+  <td
+    ref={ref}
+    className={cn("p-4 align-middle [&:has([role=checkbox])]:pr-0", className)}
+    {...props}
+  />
+));
+TableCell.displayName = "TableCell";
+
+export { Table, TableHeader, TableBody, TableRow, TableHead, TableCell };

frontend/lib/api/client.ts

@@ -18,17 +18,20 @@ export interface CustomerRead {
   id: number;
   name: string;
   contact_info: string | null;
+  tags: string | null;
   created_at: string;
 }
 
 export interface CustomerCreate {
   name: string;
   contact_info?: string | null;
+  tags?: string | null;
 }
 
 export interface CustomerUpdate {
   name?: string;
   contact_info?: string | null;
+  tags?: string | null;
 }
 
 export interface RequirementAnalyzeRequest {
@@ -69,7 +72,68 @@ export interface FinanceSyncResult {
 }
 
 export interface FinanceSyncResponse {
-  items: FinanceSyncResult[];
+  status: string;
+  new_files: number;
+  details: FinanceSyncResult[];
+}
+
+export interface FinanceRecordRead {
+  id: number;
+  month: string;
+  type: string;
+  file_name: string;
+  file_path: string;
+  amount: number | null;
+  billing_date: string | null;
+  created_at: string;
+}
+
+export interface TemplateInfo {
+  name: string;
+  type: "excel" | "word";
+  size: number;
+  uploaded_at: number;
+}
+
+export interface AIConfig {
+  id?: string;
+  name?: string;
+  provider: string;
+  api_key: string;
+  base_url: string;
+  model_name: string;
+  temperature: number;
+  system_prompt_override: string;
+}
+
+export interface AIConfigListItem {
+  id: string;
+  name: string;
+  provider: string;
+  model_name: string;
+  base_url: string;
+  api_key_configured: boolean;
+  is_active: boolean;
+}
+
+export interface AIConfigCreate {
+  name?: string;
+  provider?: string;
+  api_key?: string;
+  base_url?: string;
+  model_name?: string;
+  temperature?: number;
+  system_prompt_override?: string;
+}
+
+export interface AIConfigUpdate {
+  name?: string;
+  provider?: string;
+  api_key?: string;
+  base_url?: string;
+  model_name?: string;
+  temperature?: number;
+  system_prompt_override?: string;
 }
 
 export interface ProjectRead {
@@ -84,6 +148,7 @@ export interface ProjectRead {
 }
 
 export interface ProjectUpdate {
+  raw_requirement?: string | null;
   ai_solution_md?: string | null;
   status?: string;
 }
@@ -112,10 +177,15 @@ async function request<T>(
 
   if (!res.ok) {
     const text = await res.text();
-    let detail = text;
+    let detail: string = text;
     try {
       const j = JSON.parse(text);
-      detail = j.detail ?? text;
+      const raw = j.detail ?? text;
+      if (Array.isArray(raw) && raw.length > 0) {
+        detail = raw.map((x: { msg?: string }) => x.msg ?? JSON.stringify(x)).join("; ");
+      } else {
+        detail = typeof raw === "string" ? raw : JSON.stringify(raw);
+      }
     } catch {
       // keep text
     }
@@ -176,7 +246,10 @@ export async function downloadFileAsBlob(
 // --------------- Customers ---------------
 
 export const customersApi = {
-  list: () => request<CustomerRead[]>("/customers/"),
+  list: (params?: { q?: string }) =>
+    request<CustomerRead[]>(
+      params?.q ? `/customers/?q=${encodeURIComponent(params.q)}` : "/customers/"
+    ),
   get: (id: number) => request<CustomerRead>(`/customers/${id}`),
   create: (body: CustomerCreate) =>
     request<CustomerRead>("/customers/", {
@@ -207,10 +280,11 @@ export const projectsApi = {
       body: JSON.stringify(body),
     }),
 
-  generateQuote: (projectId: number) =>
-    request<QuoteGenerateResponse>(`/projects/${projectId}/generate_quote`, {
-      method: "POST",
-    }),
+  generateQuote: (projectId: number, template?: string | null) =>
+    request<QuoteGenerateResponse>(
+      `/projects/${projectId}/generate_quote${template ? `?template=${encodeURIComponent(template)}` : ""}`,
+      { method: "POST" }
+    ),
 
   generateContract: (projectId: number, body: ContractGenerateRequest) =>
     request<ContractGenerateResponse>(
@@ -222,20 +296,285 @@ export const projectsApi = {
     ),
 };
 
-export async function listProjects(): Promise<ProjectRead[]> {
-  return request<ProjectRead[]>("/projects/");
+export async function listProjects(params?: {
+  customer_tag?: string;
+}): Promise<ProjectRead[]> {
+  const searchParams: Record<string, string> = {};
+  if (params?.customer_tag?.trim()) searchParams.customer_tag = params.customer_tag.trim();
+  return request<ProjectRead[]>("/projects/", {
+    params: searchParams,
+  });
 }
 
 export async function getProject(projectId: number): Promise<ProjectRead> {
   return request<ProjectRead>(`/projects/${projectId}`);
 }
 
+// --------------- Settings / Templates ---------------
+
+export const templatesApi = {
+  list: () => request<TemplateInfo[]>("/settings/templates"),
+
+  upload: async (file: File): Promise<{ name: string; path: string }> => {
+    const base = apiBase();
+    const formData = new FormData();
+    formData.append("file", file);
+    const res = await fetch(`${base}/settings/templates/upload`, {
+      method: "POST",
+      body: formData,
+    });
+    if (!res.ok) {
+      const text = await res.text();
+      let detail = text;
+      try {
+        const j = JSON.parse(text);
+        detail = j.detail ?? text;
+      } catch {
+        // keep text
+      }
+      throw new Error(detail);
+    }
+    return res.json();
+  },
+};
+
+// --------------- AI Settings ---------------
+
+export const aiSettingsApi = {
+  get: () => request<AIConfig>("/settings/ai"),
+  list: () => request<AIConfigListItem[]>("/settings/ai/list"),
+  getById: (id: string) => request<AIConfig>(`/settings/ai/${id}`),
+  create: (body: AIConfigCreate) =>
+    request<AIConfig>("/settings/ai", {
+      method: "POST",
+      body: JSON.stringify(body),
+    }),
+  update: (id: string, body: AIConfigUpdate) =>
+    request<AIConfig>(`/settings/ai/${id}`, {
+      method: "PUT",
+      body: JSON.stringify(body),
+    }),
+  delete: (id: string) =>
+    request<void>(`/settings/ai/${id}`, { method: "DELETE" }),
+  activate: (id: string) =>
+    request<AIConfig>(`/settings/ai/${id}/activate`, { method: "POST" }),
+  test: (configId?: string) =>
+    request<{ status: string; message: string }>(
+      configId ? `/settings/ai/test?config_id=${encodeURIComponent(configId)}` : "/settings/ai/test",
+      { method: "POST" }
+    ),
+};
+
+// --------------- Email Configs (multi-account sync) ---------------
+
+export interface EmailConfigRead {
+  id: string;
+  host: string;
+  port: number;
+  user: string;
+  mailbox: string;
+  active: boolean;
+}
+
+export interface EmailConfigCreate {
+  host: string;
+  port?: number;
+  user: string;
+  password: string;
+  mailbox?: string;
+  active?: boolean;
+}
+
+export interface EmailConfigUpdate {
+  host?: string;
+  port?: number;
+  user?: string;
+  password?: string;
+  mailbox?: string;
+  active?: boolean;
+}
+
+export interface EmailFolder {
+  raw: string;
+  decoded: string;
+}
+
+export const emailConfigsApi = {
+  list: () => request<EmailConfigRead[]>("/settings/email"),
+  create: (body: EmailConfigCreate) =>
+    request<EmailConfigRead>("/settings/email", {
+      method: "POST",
+      body: JSON.stringify(body),
+    }),
+  update: (id: string, body: EmailConfigUpdate) =>
+    request<EmailConfigRead>(`/settings/email/${id}`, {
+      method: "PUT",
+      body: JSON.stringify(body),
+    }),
+  delete: (id: string) =>
+    request<void>(`/settings/email/${id}`, { method: "DELETE" }),
+  /** List mailbox folders for an account (to pick custom label). Use decoded as mailbox value. */
+  listFolders: (configId: string) =>
+    request<{ folders: EmailFolder[] }>(`/settings/email/${configId}/folders`),
+};
+
+// --------------- Cloud Docs (快捷入口) ---------------
+
+export interface CloudDocLinkRead {
+  id: string;
+  name: string;
+  url: string;
+}
+
+export interface CloudDocLinkCreate {
+  name: string;
+  url: string;
+}
+
+export interface CloudDocLinkUpdate {
+  name?: string;
+  url?: string;
+}
+
+export const cloudDocsApi = {
+  list: () => request<CloudDocLinkRead[]>("/settings/cloud-docs"),
+  create: (body: CloudDocLinkCreate) =>
+    request<CloudDocLinkRead>("/settings/cloud-docs", {
+      method: "POST",
+      body: JSON.stringify(body),
+    }),
+  update: (id: string, body: CloudDocLinkUpdate) =>
+    request<CloudDocLinkRead>(`/settings/cloud-docs/${id}`, {
+      method: "PUT",
+      body: JSON.stringify(body),
+    }),
+  delete: (id: string) =>
+    request<void>(`/settings/cloud-docs/${id}`, { method: "DELETE" }),
+};
+
+// --------------- Cloud Doc Config (API 凭证) ---------------
+
+export interface CloudDocConfigRead {
+  feishu: { app_id: string; app_secret_configured: boolean };
+  yuque: { token_configured: boolean; default_repo: string };
+  tencent: { client_id: string; client_secret_configured: boolean };
+}
+
+export interface CloudDocConfigUpdate {
+  feishu?: { app_id?: string; app_secret?: string };
+  yuque?: { token?: string; default_repo?: string };
+  tencent?: { client_id?: string; client_secret?: string };
+}
+
+export const cloudDocConfigApi = {
+  get: () => request<CloudDocConfigRead>("/settings/cloud-doc-config"),
+  update: (body: CloudDocConfigUpdate) =>
+    request<CloudDocConfigRead>("/settings/cloud-doc-config", {
+      method: "PUT",
+      body: JSON.stringify(body),
+    }),
+};
+
+// --------------- Push to Cloud ---------------
+
+export interface PushToCloudRequest {
+  platform: "feishu" | "yuque" | "tencent";
+  title?: string;
+  body_md?: string;
+}
+
+export interface PushToCloudResponse {
+  url: string;
+  cloud_doc_id: string;
+}
+
+export function pushProjectToCloud(
+  projectId: number,
+  body: PushToCloudRequest
+): Promise<PushToCloudResponse> {
+  return request<PushToCloudResponse>(`/projects/${projectId}/push-to-cloud`, {
+    method: "POST",
+    body: JSON.stringify(body),
+  });
+}
+
+// --------------- Portal Links (快捷门户) ---------------
+
+export interface PortalLinkRead {
+  id: string;
+  name: string;
+  url: string;
+}
+
+export interface PortalLinkCreate {
+  name: string;
+  url: string;
+}
+
+export interface PortalLinkUpdate {
+  name?: string;
+  url?: string;
+}
+
+export const portalLinksApi = {
+  list: () => request<PortalLinkRead[]>("/settings/portal-links"),
+  create: (body: PortalLinkCreate) =>
+    request<PortalLinkRead>("/settings/portal-links", {
+      method: "POST",
+      body: JSON.stringify(body),
+    }),
+  update: (id: string, body: PortalLinkUpdate) =>
+    request<PortalLinkRead>(`/settings/portal-links/${id}`, {
+      method: "PUT",
+      body: JSON.stringify(body),
+    }),
+  delete: (id: string) =>
+    request<void>(`/settings/portal-links/${id}`, { method: "DELETE" }),
+};
+
 // --------------- Finance ---------------
 
 export const financeApi = {
   sync: () =>
     request<FinanceSyncResponse>("/finance/sync", { method: "POST" }),
 
+  /** Upload invoice (PDF/image); returns created record with AI-extracted amount/date. */
+  uploadInvoice: async (file: File): Promise<FinanceRecordRead> => {
+    const base = apiBase();
+    const formData = new FormData();
+    formData.append("file", file);
+    const res = await fetch(`${base}/finance/upload`, {
+      method: "POST",
+      body: formData,
+    });
+    if (!res.ok) {
+      const text = await res.text();
+      let detail = text;
+      try {
+        const j = JSON.parse(text);
+        detail = j.detail ?? text;
+      } catch {
+        // keep text
+      }
+      throw new Error(detail);
+    }
+    return res.json();
+  },
+
+  /** Update amount/billing_date of a record (e.g. after manual review). */
+  updateRecord: (id: number, body: { amount?: number | null; billing_date?: string | null }) =>
+    request<FinanceRecordRead>(`/finance/records/${id}`, {
+      method: "PATCH",
+      body: JSON.stringify(body),
+    }),
+
+  /** List distinct months with records (YYYY-MM). */
+  listMonths: () => request<string[]>("/finance/months"),
+
+  /** List records for a month (YYYY-MM). */
+  listRecords: (month: string) =>
+    request<FinanceRecordRead[]>(`/finance/records?month=${encodeURIComponent(month)}`),
+
   /** Returns the URL to download the zip (or use downloadFile with the path). */
   getDownloadUrl: (month: string) => `${apiBase()}/finance/download/${month}`,
 

frontend/lib/portal-config.ts

@@ -0,0 +1,22 @@
+/**
+ * 快捷门户地址配置
+ * 通过环境变量 NEXT_PUBLIC_* 覆盖，未设置时使用默认值
+ */
+const DEFAULTS = {
+  /** 国家税务总局门户 */
+  TAX_GATEWAY_URL: "https://www.chinatax.gov.cn",
+  /** 电子税务局（如上海电子税务局） */
+  TAX_PORTAL_URL: "https://etax.shanghai.chinatax.gov.cn:8443/",
+  /** 公积金管理中心 */
+  HOUSING_FUND_PORTAL_URL: "https://www.shzfgjj.cn/static/unit/web/",
+} as const;
+
+export const portalConfig = {
+  taxGatewayUrl:
+    process.env.NEXT_PUBLIC_TAX_GATEWAY_URL ?? DEFAULTS.TAX_GATEWAY_URL,
+  taxPortalUrl:
+    process.env.NEXT_PUBLIC_TAX_PORTAL_URL ?? DEFAULTS.TAX_PORTAL_URL,
+  housingFundPortalUrl:
+    process.env.NEXT_PUBLIC_HOUSING_FUND_PORTAL_URL ??
+    DEFAULTS.HOUSING_FUND_PORTAL_URL,
+} as const;

frontend/package.json

@@ -9,28 +9,29 @@
     "lint": "next lint"
   },
   "dependencies": {
-    "next": "14.2.18",
-    "react": "^18.3.1",
-    "react-dom": "^18.3.1",
+    "@radix-ui/react-dialog": "^1.1.2",
+    "@radix-ui/react-dropdown-menu": "^2.1.2",
+    "@radix-ui/react-label": "^2.1.0",
+    "@radix-ui/react-progress": "^1.1.0",
+    "@radix-ui/react-select": "^2.1.2",
+    "@radix-ui/react-separator": "^1.1.0",
+    "@radix-ui/react-slot": "^1.1.0",
+    "@radix-ui/react-tabs": "^1.1.1",
+    "@radix-ui/react-toast": "^1.2.2",
+    "@radix-ui/react-tooltip": "^1.1.3",
     "axios": "^1.7.7",
     "class-variance-authority": "^0.7.0",
     "clsx": "^2.1.1",
     "lucide-react": "^0.454.0",
-    "tailwind-merge": "^2.5.4",
-    "@radix-ui/react-slot": "^1.1.0",
-    "@radix-ui/react-dropdown-menu": "^2.1.2",
-    "@radix-ui/react-select": "^2.1.2",
-    "@radix-ui/react-tabs": "^1.1.1",
-    "@radix-ui/react-progress": "^1.1.0",
-    "@radix-ui/react-toast": "^1.2.2",
-    "@radix-ui/react-separator": "^1.1.0",
-    "@radix-ui/react-label": "^2.1.0",
-    "@radix-ui/react-dialog": "^1.1.2",
-    "@radix-ui/react-tooltip": "^1.1.3",
+    "next": "14.2.18",
+    "react": "^18.3.1",
+    "react-dom": "^18.3.1",
     "react-markdown": "^9.0.1",
-    "sonner": "^1.5.0"
+    "sonner": "^1.5.0",
+    "tailwind-merge": "^2.5.4"
   },
   "devDependencies": {
+    "@tailwindcss/typography": "^0.5.19",
     "@types/node": "^22.9.0",
     "@types/react": "^18.3.12",
     "@types/react-dom": "^18.3.1",
@@ -39,8 +40,7 @@
     "eslint-config-next": "14.2.18",
     "postcss": "^8.4.47",
     "tailwindcss": "^3.4.14",
-    "typescript": "^5.6.3",
     "tailwindcss-animate": "^1.0.7",
-    "@tailwindcss/typography": "^0.5.15"
+    "typescript": "^5.6.3"
   }
 }