fix: bug

backend/app/services/doc_service.py

@@ -35,7 +35,7 @@ async def generate_quote_excel(
     }
     """
 
-    async def _work() -> str:
+    def _work() -> str:
         template = Path(template_path)
         output = Path(output_path)
         output.parent.mkdir(parents=True, exist_ok=True)
@@ -122,7 +122,7 @@ async def generate_contract_word(
       }
     """
 
-    async def _work() -> str:
+    def _work() -> str:
         template = Path(template_path)
         output = Path(output_path)
         output.parent.mkdir(parents=True, exist_ok=True)
@@ -148,7 +148,7 @@ async def generate_quote_pdf_from_data(
     that can be sent to customers.
     """
 
-    async def _work() -> str:
+    def _work() -> str:
         output = Path(output_pdf_path)
         output.parent.mkdir(parents=True, exist_ok=True)
 
@@ -195,4 +195,3 @@ async def generate_quote_pdf_from_data(
         return str(output)
 
     return await asyncio.to_thread(_work)
-

frontend/components/app-sidebar.tsx

@@ -10,6 +10,7 @@ import {
   Globe,
   FileStack,
   Settings2,
+  ChevronDown,
 } from "lucide-react";
 import { cn } from "@/lib/utils";
 import { Separator } from "@/components/ui/separator";
@@ -21,6 +22,7 @@ export function AppSidebar() {
   const pathname = usePathname();
   const [cloudDocs, setCloudDocs] = useState<CloudDocLinkRead[]>([]);
   const [portalLinks, setPortalLinks] = useState<PortalLinkRead[]>([]);
+  const [projectArchiveOpen, setProjectArchiveOpen] = useState(false);
 
   const loadCloudDocs = useCallback(async () => {
     try {
@@ -90,6 +92,24 @@ export function AppSidebar() {
         ))}
       </nav>
       <Separator />
+      {/* 项目档案放在云文档之前，支持收纳折叠 */}
+      <div className="px-2 pt-2">
+        <button
+          type="button"
+          onClick={() => setProjectArchiveOpen((v) => !v)}
+          className="w-full flex items-center justify-between text-xs text-muted-foreground hover:text-foreground"
+        >
+          <span>项目档案</span>
+          <ChevronDown
+            className={cn(
+              "h-3 w-3 transition-transform",
+              projectArchiveOpen ? "rotate-180" : "rotate-0"
+            )}
+          />
+        </button>
+      </div>
+      {projectArchiveOpen && <HistoricalReferences />}
+      <Separator />
       <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">
@@ -156,7 +176,6 @@ export function AppSidebar() {
           </div>
         </div>
       </div>
-      {pathname === "/workspace" && <HistoricalReferences />}
     </aside>
   );
 }

frontend/components/historical-references.tsx

@@ -23,7 +23,9 @@ import { cn } from "@/lib/utils";
 import {
   listProjects,
   projectsApi,
+  customersApi,
   type ProjectRead,
+  type CustomerRead,
 } from "@/lib/api/client";
 import { Copy, Search, FileText, Eye, Pencil, Loader2 } from "lucide-react";
 import { toast } from "sonner";
@@ -47,6 +49,11 @@ export function HistoricalReferences() {
   const [editRaw, setEditRaw] = useState("");
   const [editMd, setEditMd] = useState("");
   const [saving, setSaving] = useState(false);
+  const [editCustomer, setEditCustomer] = useState<CustomerRead | null>(null);
+  const [customerName, setCustomerName] = useState("");
+  const [customerContact, setCustomerContact] = useState("");
+  const [customerTags, setCustomerTags] = useState("");
+  const [savingCustomer, setSavingCustomer] = useState(false);
 
   const load = useCallback(async () => {
     setLoading(true);
@@ -85,9 +92,20 @@ export function HistoricalReferences() {
           (p.ai_solution_md || "").toLowerCase().includes(q)
       );
     }
-    return list.slice(0, 20);
+    return list.slice(0, 50);
   }, [projects, search]);
 
+  const groupedByCustomer = useMemo(() => {
+    const map = new Map<string, ProjectRead[]>();
+    filtered.forEach((p) => {
+      const name = p.customer?.name || "未关联客户";
+      const key = name;
+      if (!map.has(key)) map.set(key, []);
+      map.get(key)!.push(p);
+    });
+    return Array.from(map.entries()).sort(([a], [b]) => a.localeCompare(b, "zh-CN"));
+  }, [filtered]);
+
   const copySnippet = (text: string, label: string) => {
     if (!text) return;
     navigator.clipboard.writeText(text);
@@ -119,12 +137,40 @@ export function HistoricalReferences() {
     }
   };
 
+  const openEditCustomer = (p: ProjectRead | null) => {
+    if (!p?.customer) return;
+    setEditCustomer(p.customer);
+    setCustomerName(p.customer.name);
+    setCustomerContact(p.customer.contact_info || "");
+    setCustomerTags(p.customer.tags || "");
+  };
+
+  const handleSaveCustomer = async () => {
+    if (!editCustomer) return;
+    setSavingCustomer(true);
+    try {
+      const updated = await customersApi.update(editCustomer.id, {
+        name: customerName.trim() || editCustomer.name,
+        contact_info: customerContact.trim() || null,
+        tags: customerTags.trim() || null,
+      });
+      toast.success("客户信息已保存");
+      // 更新本地 projects 中的 customer 信息
+      setProjects((prev) =>
+        prev.map((p) =>
+          p.customer_id === updated.id ? { ...p, customer: updated } : p
+        )
+      );
+      setEditCustomer(null);
+    } catch (e) {
+      toast.error("保存客户失败");
+    } finally {
+      setSavingCustomer(false);
+    }
+  };
+
   return (
-    <div className="border-t p-2">
+    <div className="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="space-y-2 mb-2">
         <div className="flex gap-1 items-center">
           <Select
@@ -156,70 +202,77 @@ export function HistoricalReferences() {
           />
         </div>
       </div>
-      <div className="max-h-48 overflow-y-auto space-y-1">
+      <div className="max-h-64 overflow-y-auto space-y-2 pr-1">
         {loading ? (
           <p className="text-xs text-muted-foreground px-2">加载中...</p>
         ) : filtered.length === 0 ? (
           <p className="text-xs text-muted-foreground px-2">暂无项目</p>
         ) : (
-          filtered.map((p) => (
+          groupedByCustomer.map(([customerName, items]) => (
-            <div
+            <div key={customerName} className="space-y-1">
-              key={p.id}
+              <p className="px-2 text-[11px] font-medium text-muted-foreground">
-              className={cn(
+                {customerName}
-                "rounded border bg-background/50 p-2 text-xs space-y-1"
-              )}
-            >
-              <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">
+              {items.map((p) => (
-                {p.raw_requirement.slice(0, 80)}…
+                <div
-              </p>
+                  key={p.id}
-              <div className="flex flex-wrap gap-1 pt-1">
+                  className={cn(
-                <Button
+                    "rounded border bg-background/50 p-2 text-xs space-y-1 ml-1"
-                  variant="ghost"
+                  )}
-                  size="sm"
-                  className="h-6 px-1.5 text-xs"
-                  onClick={() => openPreview(p)}
-                  title="预览"
                 >
-                  <Eye className="h-3 w-3 mr-0.5" />
+                  <p className="font-medium text-foreground line-clamp-1 flex items-center justify-between gap-1">
-                  预览
+                    <span>项目 #{p.id}</span>
-                </Button>
+                    {p.customer?.tags && (
-                <Button
+                      <span className="text-muted-foreground font-normal truncate max-w-[60%]">
-                  variant="ghost"
+                        {parseTags(p.customer.tags).slice(0, 2).join(", ")}
-                  size="sm"
+                      </span>
-                  className="h-6 px-1.5 text-xs"
+                    )}
-                  onClick={() => openEdit(p)}
+                  </p>
-                  title="编辑"
+                  <p className="text-muted-foreground line-clamp-2">
-                >
+                    {p.raw_requirement.slice(0, 80)}…
-                  <Pencil className="h-3 w-3 mr-0.5" />
+                  </p>
-                  编辑
+                  <div className="flex flex-wrap gap-1 pt-1">
-                </Button>
+                    <Button
-                <Button
+                      variant="ghost"
-                  variant="ghost"
+                      size="sm"
-                  size="sm"
+                      className="h-6 px-1.5 text-xs"
-                  className="h-6 px-1.5 text-xs"
+                      onClick={() => openPreview(p)}
-                  onClick={() => copySnippet(p.raw_requirement, "原始需求")}
+                      title="预览"
-                >
+                    >
-                  <Copy className="h-3 w-3 mr-0.5" />
+                      <Eye className="h-3 w-3 mr-0.5" />
-                  需求
+                      预览
-                </Button>
+                    </Button>
-                <Button
+                    <Button
-                  variant="ghost"
+                      variant="ghost"
-                  size="sm"
+                      size="sm"
-                  className="h-6 px-1.5 text-xs"
+                      className="h-6 px-1.5 text-xs"
-                  onClick={() => copySnippet(p.ai_solution_md || "", "方案")}
+                      onClick={() => openEdit(p)}
-                >
+                      title="编辑"
-                  <Copy className="h-3 w-3 mr-0.5" />
+                    >
-                  方案
+                      <Pencil className="h-3 w-3 mr-0.5" />
-                </Button>
+                      编辑
-              </div>
+                    </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
+                    </Button>
+                    <Button
+                      variant="ghost"
+                      size="sm"
+                      className="h-6 px-1.5 text-xs"
+                      onClick={() => copySnippet(p.ai_solution_md || "", "方案")}
+                    >
+                      <Copy className="h-3 w-3 mr-0.5" />
+                      方案
+                    </Button>
+                  </div>
+                </div>
+              ))}
             </div>
           ))
         )}
@@ -232,8 +285,16 @@ export function HistoricalReferences() {
             <DialogTitle>
               项目 #{previewProject?.id}
               {previewProject?.customer?.name && (
-                <span className="text-sm font-normal text-muted-foreground ml-2">
+                <span className="text-sm font-normal text-muted-foreground ml-2 flex items-center gap-2">
                   {previewProject.customer.name}
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    className="h-6 px-1.5 text-[11px]"
+                    onClick={() => openEditCustomer(previewProject)}
+                  >
+                    编辑客户
+                  </Button>
                 </span>
               )}
             </DialogTitle>
@@ -298,6 +359,55 @@ export function HistoricalReferences() {
           </DialogFooter>
         </DialogContent>
       </Dialog>
+
+      {/* 客户二次编辑弹窗 */}
+      <Dialog open={!!editCustomer} onOpenChange={() => !savingCustomer && setEditCustomer(null)}>
+        <DialogContent className="sm:max-w-sm">
+          <DialogHeader>
+            <DialogTitle>编辑客户</DialogTitle>
+          </DialogHeader>
+          <div className="grid gap-4 py-2">
+            <div className="grid gap-2">
+              <Label htmlFor="hist-customer-name">客户名称</Label>
+              <Input
+                id="hist-customer-name"
+                value={customerName}
+                onChange={(e) => setCustomerName(e.target.value)}
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="hist-customer-contact">联系方式</Label>
+              <Input
+                id="hist-customer-contact"
+                value={customerContact}
+                onChange={(e) => setCustomerContact(e.target.value)}
+              />
+            </div>
+            <div className="grid gap-2">
+              <Label htmlFor="hist-customer-tags">标签（逗号分隔）</Label>
+              <Input
+                id="hist-customer-tags"
+                value={customerTags}
+                onChange={(e) => setCustomerTags(e.target.value)}
+                placeholder="如：重点客户, 已签约"
+              />
+            </div>
+          </div>
+          <DialogFooter>
+            <Button
+              variant="outline"
+              onClick={() => setEditCustomer(null)}
+              disabled={savingCustomer}
+            >
+              取消
+            </Button>
+            <Button onClick={handleSaveCustomer} disabled={savingCustomer}>
+              {savingCustomer && <Loader2 className="h-4 w-4 animate-spin mr-2" />}
+              保存
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
     </div>
   );
 }