app/Business/SystemizationTodoWorkbookImporter.php

@@ -0,0 +1,249 @@
+<?php
+
+namespace App\Business;
+
+use App\Models\Business\SystemizationTodo;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Facades\DB;
+use Modules\EcommerceFinance\Services\PayablesWorkbookStreamReader;
+use PhpOffice\PhpSpreadsheet\Shared\Date as ExcelDate;
+use RuntimeException;
+
+class SystemizationTodoWorkbookImporter
+{
+    private const REQUIRED_HEADERS = [
+        'category' => '类型',
+        'section' => '内容',
+        'title' => '待办事项',
+        'owner' => '总负责人',
+        'assignee' => '责任人',
+        'start' => '开始时间',
+        'finish' => '完成时间',
+        'progress' => '完成情况',
+        'notes' => '备注',
+    ];
+
+    /**
+     * 导入财务系统化待办。只新增系统中不存在的来源行，不覆盖日常维护后的状态与截图。
+     *
+     * @return array{created:int,skipped:int,sheet:string}
+     */
+    public function import(string $path, int $companyId, ?int $userId = null): array
+    {
+        if (! is_file($path)) {
+            throw new RuntimeException('找不到待办 Excel 文件。');
+        }
+
+        $extension = strtolower(pathinfo($path, PATHINFO_EXTENSION));
+        if ($extension !== 'xlsx') {
+            throw new RuntimeException('系统化待办仅支持 .xlsx 文件。');
+        }
+
+        $reader = PayablesWorkbookStreamReader::forFile($path, $extension);
+        foreach ($reader->sheetNames() as $sheetIndex => $sheetName) {
+            $headerInfo = $this->headerMap($reader, $sheetIndex);
+            if ($headerInfo === null) {
+                continue;
+            }
+            $header = $headerInfo['columns'];
+            $headerRow = $headerInfo['row'];
+
+            $created = 0;
+            $skipped = 0;
+            DB::transaction(function () use (
+                $reader,
+                $sheetIndex,
+                $sheetName,
+                $header,
+                $headerRow,
+                $companyId,
+                $userId,
+                &$created,
+                &$skipped
+            ): void {
+                $category = '';
+                $section = '';
+                foreach ($reader->rows($sheetIndex) as $rowNumber => $cells) {
+                    if ($rowNumber <= $headerRow) {
+                        continue;
+                    }
+                    $categoryValue = $this->cell($cells, $header['category'] ?? null);
+                    if ($categoryValue !== '') {
+                        $category = $categoryValue;
+                    }
+                    $sectionValue = $this->cell($cells, $header['section'] ?? null);
+                    if ($sectionValue !== '') {
+                        $section = $sectionValue;
+                    }
+
+                    $title = $this->cell($cells, $header['title'] ?? null);
+                    if ($title === '') {
+                        continue;
+                    }
+
+                    $owner = $this->cell($cells, $header['owner'] ?? null);
+                    $assignee = $this->cell($cells, $header['assignee'] ?? null);
+                    $sourceKey = hash(
+                        'sha256',
+                        implode('|', [$companyId, $sheetName, $rowNumber, $category, $section, $title, $owner, $assignee])
+                    );
+                    $exists = SystemizationTodo::withoutGlobalScopes()
+                        ->where('company_id', $companyId)
+                        ->where('source_key', $sourceKey)
+                        ->exists();
+                    if ($exists) {
+                        $skipped++;
+                        continue;
+                    }
+
+                    $startText = $this->cell($cells, $header['start'] ?? null);
+                    $finishText = $this->cell($cells, $header['finish'] ?? null);
+                    [$startDate, $startNote] = $this->dateParts($startText);
+                    [$finishDate, $finishNote] = $this->dateParts($finishText);
+                    $progress = $this->cell($cells, $header['progress'] ?? null);
+                    $status = $this->status($progress, $startText, $finishText);
+                    $completedAt = $status === SystemizationTodo::STATUS_COMPLETED
+                        ? ($finishDate ?? now()->toDateString())
+                        : null;
+
+                    SystemizationTodo::withoutGlobalScopes()->create([
+                        'company_id' => $companyId,
+                        'category' => $category !== '' ? $category : null,
+                        'section' => $section !== '' ? $section : null,
+                        'title' => $title,
+                        'owner' => $owner !== '' ? $owner : null,
+                        'assignee' => $assignee !== '' ? $assignee : null,
+                        'start_date' => $startDate,
+                        'start_note' => $startNote !== '' ? $startNote : null,
+                        'due_date' => $finishDate,
+                        'due_note' => $finishNote !== '' ? $finishNote : null,
+                        'status' => $status,
+                        'completed_at' => $completedAt,
+                        'progress' => $progress !== '' ? $progress : null,
+                        'notes' => ($notes = $this->cell($cells, $header['notes'] ?? null)) !== '' ? $notes : null,
+                        'sort_order' => $rowNumber,
+                        'source_key' => $sourceKey,
+                        'imported_at' => now(),
+                        'created_by' => $userId,
+                        'updated_by' => $userId,
+                    ]);
+                    $created++;
+                }
+            });
+
+            return ['created' => $created, 'skipped' => $skipped, 'sheet' => $sheetName];
+        }
+
+        throw new RuntimeException(
+            '未找到待办表头。请确认工作表包含：类型、内容、待办事项、总负责人、责任人、开始时间、完成时间、完成情况、备注。'
+        );
+    }
+
+    /**
+     * @return array{row:int,columns:array<string,int>}|null
+     */
+    private function headerMap(PayablesWorkbookStreamReader $reader, int $sheetIndex): ?array
+    {
+        foreach ($reader->rows($sheetIndex, null, 12) as $rowNumber => $cells) {
+            $normalized = [];
+            foreach ($cells as $column => $value) {
+                $value = $this->normalizeHeader($this->text($value));
+                if ($value !== '') {
+                    $normalized[$value] = $column;
+                }
+            }
+
+            $mapped = [];
+            foreach (self::REQUIRED_HEADERS as $field => $label) {
+                $needle = $this->normalizeHeader($label);
+                foreach ($normalized as $header => $column) {
+                    if ($header === $needle || str_starts_with($header, $needle)) {
+                        $mapped[$field] = $column;
+                        break;
+                    }
+                }
+            }
+
+            if (isset($mapped['title'])
+                && isset($mapped['owner'])
+                && isset($mapped['assignee'])) {
+                return ['row' => $rowNumber, 'columns' => $mapped];
+            }
+        }
+
+        return null;
+    }
+
+    private function normalizeHeader(string $value): string
+    {
+        return preg_replace('/[\s　（）()]+/u', '', $value) ?? '';
+    }
+
+    /**
+     * @param  array<int,mixed>  $cells
+     */
+    private function cell(array $cells, ?int $column): string
+    {
+        return $column === null ? '' : $this->text($cells[$column] ?? null);
+    }
+
+    private function text(mixed $value): string
+    {
+        if ($value === null) {
+            return '';
+        }
+        if (is_bool($value)) {
+            return $value ? '1' : '0';
+        }
+
+        return trim(str_replace("\u{00A0}", ' ', (string) $value));
+    }
+
+    /**
+     * @return array{0:string|null,1:string}
+     */
+    private function dateParts(string $value): array
+    {
+        $value = trim($value);
+        if ($value === '' || $value === '已完成') {
+            return [null, ''];
+        }
+
+        if (is_numeric($value)) {
+            $serial = (float) $value;
+            if ($serial >= 20000 && $serial <= 80000) {
+                return [ExcelDate::excelToDateTimeObject($serial)->format('Y-m-d'), ''];
+            }
+        }
+
+        foreach (['Y-m-d', 'Y/m/d', 'Y.m.d', 'Y年n月j日'] as $format) {
+            try {
+                $date = Carbon::createFromFormat($format, $value);
+                if ($date !== false) {
+                    return [$date->format('Y-m-d'), ''];
+                }
+            } catch (\Throwable) {
+                // 不是标准日期，保留原值作为时间备注。
+            }
+        }
+
+        return [null, mb_substr($value, 0, 100)];
+    }
+
+    private function status(string $progress, string $startNote, string $finishNote): string
+    {
+        if (str_contains($progress, '已完成')) {
+            return SystemizationTodo::STATUS_COMPLETED;
+        }
+        if ($progress !== '') {
+            return str_contains($progress, '延期')
+                ? SystemizationTodo::STATUS_DELAYED
+                : SystemizationTodo::STATUS_IN_PROGRESS;
+        }
+        if (str_contains($startNote, '延期') || str_contains($finishNote, '延期')) {
+            return SystemizationTodo::STATUS_DELAYED;
+        }
+
+        return SystemizationTodo::STATUS_PENDING;
+    }
+}

app/Console/Commands/ImportSystemizationTodos.php

@@ -0,0 +1,41 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Business\SystemizationTodoWorkbookImporter;
+use Illuminate\Console\Command;
+use Throwable;
+
+class ImportSystemizationTodos extends Command
+{
+    protected $signature = 'systemization-todos:import
+        {file : 待办 Excel 文件路径}
+        {--company=1 : 写入的 company_id}
+        {--user= : 操作人用户 ID}';
+
+    protected $description = '导入财务系统化待办清单';
+
+    public function handle(SystemizationTodoWorkbookImporter $importer): int
+    {
+        try {
+            $result = $importer->import(
+                (string) $this->argument('file'),
+                max((int) $this->option('company'), 1),
+                $this->option('user') !== null ? (int) $this->option('user') : null,
+            );
+        } catch (Throwable $exception) {
+            $this->error($exception->getMessage());
+
+            return self::FAILURE;
+        }
+
+        $this->info(sprintf(
+            '工作表 %s：新增 %d 条，跳过已存在 %d 条。',
+            $result['sheet'],
+            $result['created'],
+            $result['skipped'],
+        ));
+
+        return self::SUCCESS;
+    }
+}

app/Http/Controllers/Business/Pages.php

@@ -4186,6 +4186,7 @@ class Pages extends Controller
             'shipping-data' => $this->contentForShippingData(),
             'return-pickup-management' => $this->contentForReturnPickupManagement(),
             'withdrawal-management' => $this->contentForWithdrawalManagement(),
+            'systemization-todos' => app(\App\Http\Controllers\Business\SystemizationTodos::class)->page(),
             'todos' => $this->contentForTodos(),
             'bill-offset' => app(\Modules\EcommerceFinance\View\BillOffsetPageData::class)->page(),
             'account-mapping' => $this->contentForAccountMapping(),

app/Http/Controllers/Business/SystemizationTodos.php

@@ -0,0 +1,284 @@
+<?php
+
+namespace App\Http\Controllers\Business;
+
+use App\Business\SystemizationTodoWorkbookImporter;
+use App\Models\Business\SystemizationTodo;
+use App\Models\Business\SystemizationTodoAttachment;
+use Illuminate\Http\RedirectResponse;
+use Illuminate\Http\Request;
+use Illuminate\Routing\Controller;
+use Illuminate\Support\Facades\Storage;
+use Illuminate\Support\Str;
+use Illuminate\Validation\Rule;
+use Symfony\Component\HttpFoundation\StreamedResponse;
+use Throwable;
+
+class SystemizationTodos extends Controller
+{
+    public function page(): array
+    {
+        $filters = $this->filters();
+        $query = SystemizationTodo::query()
+            ->with('attachments')
+            ->withCount('attachments');
+
+        if ($filters['status'] !== '') {
+            $query->where('status', $filters['status']);
+        }
+        if ($filters['category'] !== '') {
+            $query->where('category', $filters['category']);
+        }
+        if ($filters['owner'] !== '') {
+            $query->where(function ($builder) use ($filters): void {
+                $builder->where('owner', $filters['owner'])
+                    ->orWhere('assignee', $filters['owner']);
+            });
+        }
+        if ($filters['keyword'] !== '') {
+            $like = '%' . addcslashes($filters['keyword'], '%_\\') . '%';
+            $query->where(function ($builder) use ($like): void {
+                $builder->where('title', 'like', $like)
+                    ->orWhere('category', 'like', $like)
+                    ->orWhere('section', 'like', $like)
+                    ->orWhere('owner', 'like', $like)
+                    ->orWhere('assignee', 'like', $like)
+                    ->orWhere('progress', 'like', $like)
+                    ->orWhere('notes', 'like', $like);
+            });
+        }
+
+        $items = $query
+            ->orderByRaw("CASE WHEN status = '已完成' THEN 1 ELSE 0 END")
+            ->orderByRaw('CASE WHEN due_date IS NULL THEN 1 ELSE 0 END')
+            ->orderBy('due_date')
+            ->orderBy('sort_order')
+            ->orderBy('id')
+            ->paginate(50)
+            ->withQueryString();
+
+        $base = SystemizationTodo::query();
+        $categories = SystemizationTodo::query()
+            ->whereNotNull('category')
+            ->where('category', '<>', '')
+            ->distinct()
+            ->orderBy('category')
+            ->pluck('category');
+        $owners = SystemizationTodo::query()
+            ->whereNotNull('owner')
+            ->where('owner', '<>', '')
+            ->pluck('owner')
+            ->merge(
+                SystemizationTodo::query()
+                    ->whereNotNull('assignee')
+                    ->where('assignee', '<>', '')
+                    ->pluck('assignee')
+            )
+            ->flatMap(static fn (string $value): array => array_map('trim', preg_split('/[、,，]/u', $value) ?: []))
+            ->filter()
+            ->unique()
+            ->sort()
+            ->values();
+
+        return [
+            'view' => 'business.pages.systemization-todos',
+            'title' => '系统化待办',
+            'items' => $items,
+            'todoFilters' => $filters,
+            'todoCategories' => $categories,
+            'todoOwners' => $owners,
+            'todoStatuses' => SystemizationTodo::STATUSES,
+            'todoSummary' => [
+                'total' => (clone $base)->count(),
+                'pending' => (clone $base)->where('status', SystemizationTodo::STATUS_PENDING)->count(),
+                'in_progress' => (clone $base)->where('status', SystemizationTodo::STATUS_IN_PROGRESS)->count(),
+                'completed' => (clone $base)->where('status', SystemizationTodo::STATUS_COMPLETED)->count(),
+                'overdue' => (clone $base)
+                    ->whereNotIn('status', [SystemizationTodo::STATUS_COMPLETED])
+                    ->whereNotNull('due_date')
+                    ->whereDate('due_date', '<', today())
+                    ->count(),
+            ],
+            'todoRoutes' => [
+                'store' => route('business.systemization-todos.store'),
+                'update' => route('business.systemization-todos.update', ['todo' => '__TODO__']),
+                'destroy' => route('business.systemization-todos.destroy', ['todo' => '__TODO__']),
+                'attachment' => route('business.systemization-todos.attachments.show', [
+                    'todo' => '__TODO__',
+                    'attachment' => '__ATTACHMENT__',
+                ]),
+                'import' => route('business.systemization-todos.import'),
+            ],
+        ];
+    }
+
+    public function store(Request $request): RedirectResponse
+    {
+        $data = $this->validated($request);
+        $data['company_id'] = (int) company_id();
+        $data['sort_order'] = (int) SystemizationTodo::query()->max('sort_order') + 1;
+        $data['created_by'] = user_id();
+        $data['updated_by'] = user_id();
+        $this->normalizeCompletionDates($data);
+        $todo = SystemizationTodo::query()->create($data);
+        $this->storeAttachments($request, $todo);
+
+        return $this->backToPage('待办事项已新增。');
+    }
+
+    public function update(Request $request, SystemizationTodo $todo): RedirectResponse
+    {
+        $data = $this->validated($request);
+        $data['updated_by'] = user_id();
+        $this->normalizeCompletionDates($data);
+
+        $removeIds = collect($request->input('remove_attachments', []))
+            ->map(static fn (mixed $id): int => (int) $id)
+            ->filter()
+            ->unique()
+            ->values();
+        if ($removeIds->isNotEmpty()) {
+            $attachments = $todo->attachments()
+                ->where('company_id', (int) company_id())
+                ->whereIn('id', $removeIds)
+                ->get();
+            foreach ($attachments as $attachment) {
+                Storage::disk('uploads')->delete($attachment->path);
+                $attachment->delete();
+            }
+        }
+
+        $todo->update($data);
+        $this->storeAttachments($request, $todo);
+
+        return $this->backToPage('待办事项已更新。');
+    }
+
+    public function destroy(SystemizationTodo $todo): RedirectResponse
+    {
+        $todo->update(['updated_by' => user_id()]);
+        $todo->delete();
+
+        return $this->backToPage('待办事项已删除。');
+    }
+
+    public function attachment(SystemizationTodo $todo, SystemizationTodoAttachment $attachment): StreamedResponse
+    {
+        abort_unless((int) $attachment->systemization_todo_id === (int) $todo->id, 404);
+        abort_unless((int) $attachment->company_id === (int) company_id(), 404);
+
+        $disk = Storage::disk('uploads');
+        abort_unless($disk->exists($attachment->path), 404, '截图不存在。');
+
+        return $disk->response($attachment->path, $attachment->original_name, [
+            'Cache-Control' => 'private, no-store',
+            'Content-Type' => $attachment->mime_type,
+            'X-Content-Type-Options' => 'nosniff',
+        ]);
+    }
+
+    public function importWorkbook(
+        Request $request,
+        SystemizationTodoWorkbookImporter $importer,
+    ): RedirectResponse {
+        $data = $request->validate([
+            'source' => ['required', 'file', 'mimes:xlsx', 'max:20480'],
+        ]);
+
+        try {
+            $result = $importer->import(
+                $data['source']->getRealPath(),
+                (int) company_id(),
+                user_id(),
+            );
+        } catch (Throwable $exception) {
+            report($exception);
+
+            return $this->backToPage('导入失败，请确认工作簿表头、文件格式和内容后重试。', 'error');
+        }
+
+        return $this->backToPage(sprintf(
+            '导入完成：%s，新增 %d 条，跳过已存在 %d 条。',
+            $result['sheet'],
+            $result['created'],
+            $result['skipped'],
+        ));
+    }
+
+    private function filters(): array
+    {
+        return [
+            'status' => in_array(request('status'), SystemizationTodo::STATUSES, true)
+                ? (string) request('status')
+                : '',
+            'category' => trim((string) request('category', '')),
+            'owner' => trim((string) request('owner', '')),
+            'keyword' => trim((string) request('keyword', '')),
+        ];
+    }
+
+    private function validated(Request $request): array
+    {
+        return $request->validate([
+            'category' => ['nullable', 'string', 'max:100'],
+            'section' => ['nullable', 'string', 'max:255'],
+            'title' => ['required', 'string', 'max:5000'],
+            'owner' => ['nullable', 'string', 'max:255'],
+            'assignee' => ['nullable', 'string', 'max:255'],
+            'start_date' => ['nullable', 'date_format:Y-m-d'],
+            'due_date' => ['nullable', 'date_format:Y-m-d', 'after_or_equal:start_date'],
+            'status' => ['required', Rule::in(SystemizationTodo::STATUSES)],
+            'completed_at' => ['nullable', 'date_format:Y-m-d'],
+            'progress' => ['nullable', 'string', 'max:10000'],
+            'notes' => ['nullable', 'string', 'max:10000'],
+            'screenshots' => ['nullable', 'array', 'max:12'],
+            'screenshots.*' => ['file', 'mimes:jpg,jpeg,png,webp', 'max:10240'],
+            'remove_attachments' => ['nullable', 'array'],
+            'remove_attachments.*' => ['integer'],
+        ]);
+    }
+
+    private function normalizeCompletionDates(array &$data): void
+    {
+        $completed = ($data['status'] ?? '') === SystemizationTodo::STATUS_COMPLETED;
+        $data['completed_at'] = $completed
+            ? (($data['completed_at'] ?? null) ?: ($data['due_date'] ?? null) ?: now()->toDateString())
+            : null;
+    }
+
+    private function storeAttachments(Request $request, SystemizationTodo $todo): void
+    {
+        foreach ($request->file('screenshots', []) as $file) {
+            $extension = strtolower($file->getClientOriginalExtension());
+            $fileName = (string) Str::uuid() . ($extension !== '' ? '.' . $extension : '');
+            $path = Storage::disk('uploads')->putFileAs(
+                'systemization-todos/' . (int) company_id() . '/' . $todo->id,
+                $file,
+                $fileName,
+            );
+            if ($path === false) {
+                throw new \RuntimeException('完成截图保存失败。');
+            }
+
+            SystemizationTodoAttachment::query()->create([
+                'company_id' => (int) company_id(),
+                'systemization_todo_id' => $todo->id,
+                'path' => $path,
+                'original_name' => mb_substr(basename($file->getClientOriginalName()), 0, 240),
+                'mime_type' => $file->getMimeType() ?: 'application/octet-stream',
+                'size' => $file->getSize() ?: 0,
+                'uploaded_by' => user_id(),
+            ]);
+        }
+    }
+
+    private function backToPage(string $message, string $type = 'success'): RedirectResponse
+    {
+        return redirect()
+            ->route('business.pages.show', [
+                'section' => 'other',
+                'page' => 'systemization-todos',
+            ])
+            ->with($type === 'success' ? 'success' : 'error', $message);
+    }
+}

app/Models/Business/SystemizationTodo.php

@@ -0,0 +1,68 @@
+<?php
+
+namespace App\Models\Business;
+
+use App\Abstracts\Model;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+
+class SystemizationTodo extends Model
+{
+    public const STATUS_PENDING = '待办';
+
+    public const STATUS_IN_PROGRESS = '进行中';
+
+    public const STATUS_COMPLETED = '已完成';
+
+    public const STATUS_DELAYED = '已延期';
+
+    public const STATUSES = [
+        self::STATUS_PENDING,
+        self::STATUS_IN_PROGRESS,
+        self::STATUS_COMPLETED,
+        self::STATUS_DELAYED,
+    ];
+
+    protected $table = 'business_systemization_todos';
+
+    protected $fillable = [
+        'company_id',
+        'category',
+        'section',
+        'title',
+        'owner',
+        'assignee',
+        'start_date',
+        'start_note',
+        'due_date',
+        'due_note',
+        'status',
+        'completed_at',
+        'progress',
+        'notes',
+        'sort_order',
+        'source_key',
+        'imported_at',
+        'created_by',
+        'updated_by',
+    ];
+
+    protected $casts = [
+        'company_id' => 'integer',
+        'start_date' => 'date',
+        'due_date' => 'date',
+        'completed_at' => 'date',
+        'sort_order' => 'integer',
+        'imported_at' => 'datetime',
+    ];
+
+    public function attachments(): HasMany
+    {
+        return $this->hasMany(SystemizationTodoAttachment::class, 'systemization_todo_id')
+            ->orderBy('id');
+    }
+
+    public function isCompleted(): bool
+    {
+        return $this->status === self::STATUS_COMPLETED;
+    }
+}

app/Models/Business/SystemizationTodoAttachment.php

@@ -0,0 +1,32 @@
+<?php
+
+namespace App\Models\Business;
+
+use App\Abstracts\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class SystemizationTodoAttachment extends Model
+{
+    protected $table = 'business_systemization_todo_attachments';
+
+    protected $fillable = [
+        'company_id',
+        'systemization_todo_id',
+        'path',
+        'original_name',
+        'mime_type',
+        'size',
+        'uploaded_by',
+    ];
+
+    protected $casts = [
+        'company_id' => 'integer',
+        'systemization_todo_id' => 'integer',
+        'size' => 'integer',
+    ];
+
+    public function todo(): BelongsTo
+    {
+        return $this->belongsTo(SystemizationTodo::class, 'systemization_todo_id');
+    }
+}

app/Utilities/SidebarMenu.php

@@ -44,6 +44,7 @@ class SidebarMenu
                 ['company-management', 'company-progress', '公司进度表', 'timeline'],
                 ['store-management', 'change-progress', '店铺变更进度表', 'swap_horiz'],
                 ['trademark-management', 'trademark-progress', '商标进度表', 'format_list_bulleted'],
+                ['other', 'systemization-todos', '系统化待办', 'checklist'],
                 ['workspace', 'tasks', '待办事项', 'assignment_turned_in'],
                 ['workspace', 'warnings', '预警页面', 'warning_amber'],
             ]],

config/business_navigation.php

@@ -956,6 +956,29 @@ $navigation = [
         'title' => '其他',
         'icon' => 'more_horiz',
         'pages' => [
+            [
+                'slug' => 'systemization-todos',
+                'title' => '系统化待办',
+                'directory' => [
+                    'icon' => 'checklist',
+                    'status' => '持续更新',
+                    'description' => '财务系统化工作的日常待办、责任人、进度和完成截图。',
+                    'empty' => '暂时没有系统化待办。',
+                    'fields' => [
+                        ['name' => 'category', 'label' => '类型'],
+                        ['name' => 'section', 'label' => '内容'],
+                        ['name' => 'title', 'label' => '待办事项'],
+                        ['name' => 'owner', 'label' => '总负责人'],
+                        ['name' => 'assignee', 'label' => '责任人'],
+                        ['name' => 'start_date', 'label' => '开始时间', 'kind' => 'date'],
+                        ['name' => 'due_date', 'label' => '完成时间', 'kind' => 'date'],
+                        ['name' => 'status', 'label' => '状态'],
+                        ['name' => 'progress', 'label' => '完成情况'],
+                        ['name' => 'attachments', 'label' => '完成截图'],
+                        ['name' => 'notes', 'label' => '备注'],
+                    ],
+                ],
+            ],
             [
                 'slug' => 'todos',
                 'title' => '待办事项',

database/migrations/2026_10_25_160000_create_systemization_todo_tables.php

@@ -0,0 +1,73 @@
+<?php
+
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    public function up(): void
+    {
+        if (! Schema::hasTable('business_systemization_todos')) {
+            Schema::create('business_systemization_todos', function (Blueprint $table): void {
+                $table->bigIncrements('id');
+                $table->unsignedInteger('company_id')->default(1);
+                $table->string('category', 100)->nullable();
+                $table->string('section', 255)->nullable();
+                $table->text('title');
+                $table->string('owner', 255)->nullable();
+                $table->string('assignee', 255)->nullable();
+                $table->date('start_date')->nullable();
+                $table->string('start_note', 100)->nullable();
+                $table->date('due_date')->nullable();
+                $table->string('due_note', 100)->nullable();
+                $table->string('status', 20)->default('待办');
+                $table->date('completed_at')->nullable();
+                $table->text('progress')->nullable();
+                $table->text('notes')->nullable();
+                $table->unsignedInteger('sort_order')->default(0);
+                $table->string('source_key', 64)->nullable();
+                $table->timestamp('imported_at')->nullable();
+                $table->unsignedBigInteger('created_by')->nullable();
+                $table->unsignedBigInteger('updated_by')->nullable();
+                $table->timestamps();
+                $table->softDeletes();
+
+                $table->index(['company_id', 'status'], 'systemization_todos_company_status_index');
+                $table->index(['company_id', 'category'], 'systemization_todos_company_category_index');
+                $table->index(['company_id', 'due_date'], 'systemization_todos_company_due_index');
+                $table->unique(['company_id', 'source_key'], 'systemization_todos_company_source_unique');
+            });
+        }
+
+        if (! Schema::hasTable('business_systemization_todo_attachments')) {
+            Schema::create('business_systemization_todo_attachments', function (Blueprint $table): void {
+                $table->bigIncrements('id');
+                $table->unsignedInteger('company_id')->default(1);
+                $table->unsignedBigInteger('systemization_todo_id');
+                $table->string('path');
+                $table->string('original_name');
+                $table->string('mime_type', 100);
+                $table->unsignedBigInteger('size')->default(0);
+                $table->unsignedBigInteger('uploaded_by')->nullable();
+                $table->timestamps();
+                $table->softDeletes();
+
+                $table->index(
+                    ['company_id', 'systemization_todo_id'],
+                    'systemization_todo_attachments_company_todo_index'
+                );
+                $table->foreign('systemization_todo_id')
+                    ->references('id')
+                    ->on('business_systemization_todos')
+                    ->cascadeOnDelete();
+            });
+        }
+    }
+
+    public function down(): void
+    {
+        Schema::dropIfExists('business_systemization_todo_attachments');
+        Schema::dropIfExists('business_systemization_todos');
+    }
+};

resources/views/business/pages/systemization-todos.blade.php

@@ -0,0 +1,443 @@
+<section class="biz-card mt-6 sys-todo-page" aria-label="系统化待办">
+    <style>
+        .sys-todo-page { --sys-gold:#856632; --sys-gold-soft:#f7f0de; --sys-border:#d8d2c7; --sys-muted:#666; }
+        .sys-todo-page .biz-card-head { align-items:flex-start; gap:1rem; }
+        .sys-todo-page__head { display:flex; flex-wrap:wrap; align-items:flex-start; gap:1rem; width:100%; }
+        .sys-todo-page__head-main { min-width:20rem; }
+        .sys-todo-page__head-actions { display:flex; flex-wrap:wrap; gap:.5rem; margin-left:auto; }
+        .sys-todo-page__button { display:inline-flex; align-items:center; justify-content:center; gap:.3rem; min-height:2.125rem; padding:0 .85rem; border:1px solid var(--sys-border); border-radius:.5rem; background:#fff; color:#171717; font:inherit; font-size:.8125rem; cursor:pointer; text-decoration:none; }
+        .sys-todo-page__button:hover { background:var(--sys-gold-soft); border-color:#c7b687; }
+        .sys-todo-page__button--primary { border-color:var(--sys-gold); background:var(--sys-gold); color:#fff; }
+        .sys-todo-page__button--primary:hover { background:#6a5129; color:#fff; }
+        .sys-todo-page__button .material-icons-outlined { font-size:1rem; }
+        .sys-todo-page__intro { margin:.35rem 0 0; color:var(--sys-muted); font-size:.75rem; line-height:1.6; }
+        .sys-todo-summary { display:grid; grid-template-columns:repeat(5,minmax(0,1fr)); gap:.75rem; margin:1rem 0; }
+        .sys-todo-summary__item { padding:.75rem .85rem; border:1px solid #e6dfd2; border-radius:.6rem; background:#fffdf9; }
+        .sys-todo-summary__label { color:var(--sys-muted); font-size:.72rem; }
+        .sys-todo-summary__value { margin-top:.15rem; color:#171717; font-size:1.25rem; font-weight:700; font-variant-numeric:tabular-nums; }
+        .sys-todo-summary__item.is-warning .sys-todo-summary__value { color:#935f07; }
+        .sys-todo-summary__item.is-success .sys-todo-summary__value { color:#53793e; }
+        .sys-todo-filter { display:grid; grid-template-columns:minmax(8rem,.8fr) minmax(10rem,1fr) minmax(10rem,1fr) minmax(18rem,2fr) auto; gap:.65rem .75rem; align-items:end; margin:0 0 1rem; padding:.85rem; border:1px solid #e6dfd2; border-radius:.65rem; background:#fcfaf5; }
+        .sys-todo-filter label { display:grid; gap:.3rem; color:#595959; font-size:.75rem; }
+        .sys-todo-filter input, .sys-todo-filter select { width:100%; height:2.125rem; padding:0 .6rem; border:1px solid var(--sys-border); border-radius:.45rem; background:#fff; color:#171717; font:inherit; font-size:.8125rem; }
+        .sys-todo-filter__actions { display:flex; gap:.45rem; }
+        .sys-todo-table-wrap { overflow:auto; border:1px solid var(--sys-border); border-radius:.65rem; background:#fff; }
+        .sys-todo-table { width:100%; min-width:94rem; border-collapse:collapse; font-size:.78rem; }
+        .sys-todo-table th { position:sticky; top:0; z-index:1; padding:.65rem .55rem; border-bottom:1px solid var(--sys-border); background:#f3ece0; color:#3d3a35; text-align:left; white-space:nowrap; }
+        .sys-todo-table td { padding:.6rem .55rem; border-bottom:1px solid #eee7da; color:#2f2a23; vertical-align:top; }
+        .sys-todo-table tbody tr:hover { background:#fdfbf6; }
+        .sys-todo-table__title, .sys-todo-table__progress, .sys-todo-table__notes { min-width:14rem; max-width:28rem; white-space:pre-wrap; overflow-wrap:anywhere; line-height:1.55; }
+        .sys-todo-table__title { min-width:24rem; font-weight:600; }
+        .sys-todo-badge { display:inline-flex; align-items:center; padding:.1rem .45rem; border:1px solid #dfd6c5; border-radius:999px; background:#faf6ee; color:#51483c; white-space:nowrap; }
+        .sys-todo-badge--progress { border-color:#dbbf7a; background:#fff7df; color:#935f07; }
+        .sys-todo-badge--completed { border-color:#bad0ac; background:#f2f8ed; color:#53793e; }
+        .sys-todo-badge--delayed { border-color:#e7c3c3; background:#fff3f3; color:#b80000; }
+        .sys-todo-badge--overdue { border-color:#e7c3c3; color:#b80000; }
+        .sys-todo-shots { display:flex; flex-wrap:wrap; gap:.3rem; max-width:13rem; }
+        .sys-todo-shots a { display:block; width:4.25rem; height:3.2rem; border:1px solid #ddd4c4; border-radius:.35rem; overflow:hidden; background:#faf8f3; }
+        .sys-todo-shots img { width:100%; height:100%; object-fit:cover; }
+        .sys-todo-row-actions { display:flex; flex-wrap:wrap; gap:.35rem; }
+        .sys-todo-row-actions button, .sys-todo-row-actions a { padding:.2rem .45rem; border:1px solid var(--sys-border); border-radius:.35rem; background:#fff; color:#51483c; font:inherit; font-size:.72rem; text-decoration:none; cursor:pointer; }
+        .sys-todo-row-actions button:hover, .sys-todo-row-actions a:hover { border-color:#c7b687; background:var(--sys-gold-soft); }
+        .sys-todo-empty { padding:2rem 1rem; color:#777; text-align:center; }
+        .sys-todo-pagination { display:flex; flex-wrap:wrap; align-items:center; justify-content:space-between; gap:.75rem; padding:.85rem 0 0; color:#595959; font-size:.75rem; }
+        .sys-todo-pagination__actions { display:flex; gap:.5rem; }
+        .sys-todo-pagination a, .sys-todo-pagination span { padding:.3rem .55rem; border:1px solid var(--sys-border); border-radius:.35rem; background:#fff; color:#171717; text-decoration:none; }
+        .sys-todo-flash { margin:0 0 .85rem; padding:.65rem .85rem; border:1px solid #bad0ac; border-radius:.45rem; background:#f2f8ed; color:#53793e; font-size:.8125rem; }
+        .sys-todo-flash--error { border-color:#e7c3c3; background:#fff3f3; color:#b80000; }
+        .sys-todo-import { margin:0 0 1rem; border:1px solid #e6dfd2; border-radius:.65rem; background:#fcfaf5; }
+        .sys-todo-import summary { padding:.7rem .9rem; color:#51483c; font-size:.8125rem; cursor:pointer; }
+        .sys-todo-import form { display:flex; flex-wrap:wrap; align-items:end; gap:.65rem; padding:0 .9rem .9rem; }
+        .sys-todo-import label { display:grid; gap:.3rem; color:#595959; font-size:.75rem; }
+        .sys-todo-import input { font:inherit; font-size:.8125rem; }
+        .sys-todo-dialog { width:min(64rem,calc(100vw - 2rem)); max-height:90vh; padding:0; border:1px solid var(--sys-border); border-radius:1rem; background:#fff; color:#171717; overflow:hidden; }
+        .sys-todo-dialog::backdrop { background:rgba(23,23,23,.5); }
+        .sys-todo-dialog__head { display:flex; align-items:center; gap:1rem; padding:1rem 1.25rem; border-bottom:1px solid #e8e0d2; background:#faf6ee; }
+        .sys-todo-dialog__head h2 { margin:0; font-size:1rem; }
+        .sys-todo-dialog__close { margin-left:auto; width:2rem; height:2rem; padding:0; border:1px solid var(--sys-border); border-radius:999px; background:#fff; color:#595959; font-size:1.2rem; cursor:pointer; }
+        .sys-todo-dialog__body { max-height:calc(90vh - 9rem); overflow:auto; padding:1rem 1.25rem; }
+        .sys-todo-form-grid { display:grid; grid-template-columns:repeat(12,minmax(0,1fr)); gap:.75rem 1rem; }
+        .sys-todo-field { display:grid; gap:.3rem; min-width:0; color:#595959; font-size:.75rem; }
+        .sys-todo-field--3 { grid-column:span 3; }
+        .sys-todo-field--4 { grid-column:span 4; }
+        .sys-todo-field--6 { grid-column:span 6; }
+        .sys-todo-field--12 { grid-column:span 12; }
+        .sys-todo-field input, .sys-todo-field select, .sys-todo-field textarea { width:100%; padding:.5rem .6rem; border:1px solid var(--sys-border); border-radius:.45rem; background:#fff; color:#171717; font:inherit; font-size:.8125rem; }
+        .sys-todo-field input, .sys-todo-field select { min-height:2.15rem; }
+        .sys-todo-field textarea { min-height:5.5rem; resize:vertical; line-height:1.55; }
+        .sys-todo-field input[type="file"] { padding:.35rem; }
+        .sys-todo-upload-note { color:#777; font-size:.72rem; }
+        .sys-todo-field.is-dragging { outline:2px dashed var(--sys-gold); outline-offset:3px; border-radius:.55rem; background:var(--sys-gold-soft); }
+        .sys-todo-existing { display:flex; flex-wrap:wrap; gap:.55rem; margin-top:.45rem; }
+        .sys-todo-existing__item { display:grid; gap:.25rem; width:8rem; padding:.4rem; border:1px solid #e4dccd; border-radius:.45rem; background:#fcfaf5; font-size:.7rem; }
+        .sys-todo-existing__item img { width:100%; height:5rem; object-fit:cover; border-radius:.3rem; background:#fff; }
+        .sys-todo-existing__item label { display:flex; align-items:center; gap:.25rem; color:#b80000; }
+        .sys-todo-dialog__foot { display:flex; justify-content:flex-end; gap:.5rem; padding:.75rem 1.25rem; border-top:1px solid #e8e0d2; background:#fcfaf5; }
+        .sys-todo-dialog__foot button { min-height:2.1rem; padding:0 .9rem; border:1px solid var(--sys-border); border-radius:.45rem; background:#fff; font:inherit; font-size:.8125rem; cursor:pointer; }
+        .sys-todo-dialog__foot button[type="submit"] { border-color:var(--sys-gold); background:var(--sys-gold); color:#fff; }
+        @media (max-width:1100px) { .sys-todo-summary { grid-template-columns:repeat(3,minmax(0,1fr)); } .sys-todo-filter { grid-template-columns:repeat(2,minmax(0,1fr)); } .sys-todo-filter__actions { justify-self:end; } }
+        @media (max-width:720px) { .sys-todo-summary { grid-template-columns:repeat(2,minmax(0,1fr)); } .sys-todo-filter { grid-template-columns:1fr; } .sys-todo-filter__actions { justify-self:stretch; } .sys-todo-filter__actions .sys-todo-page__button { flex:1; } .sys-todo-field--3,.sys-todo-field--4,.sys-todo-field--6 { grid-column:span 12; } }
+    </style>
+
+    <div class="biz-card-head">
+        <div class="sys-todo-page__head">
+            <div class="sys-todo-page__head-main">
+                <div class="biz-card-title">
+                    <span class="material-icons-outlined" aria-hidden="true">checklist</span>
+                    <span>财务系统化待办</span>
+                </div>
+                <p class="sys-todo-page__intro">日常过会使用。新增事项、跟进责任人和完成情况，截图直接附在该事项下。</p>
+            </div>
+            <div class="sys-todo-page__head-actions">
+                <button type="button" class="sys-todo-page__button sys-todo-page__button--primary" data-sys-todo-create>
+                    <span class="material-icons-outlined" aria-hidden="true">add</span>新增待办
+                </button>
+            </div>
+        </div>
+    </div>
+
+    @if (is_string(session('success')) && session('success') !== '')
+        <div class="sys-todo-flash">{{ session('success') }}</div>
+    @endif
+    @if (is_string(session('error')) && session('error') !== '')
+        <div class="sys-todo-flash sys-todo-flash--error">{{ session('error') }}</div>
+    @endif
+
+    <div class="sys-todo-summary" aria-label="系统化待办统计">
+        <div class="sys-todo-summary__item"><div class="sys-todo-summary__label">全部</div><div class="sys-todo-summary__value">{{ number_format($todoSummary['total']) }}</div></div>
+        <div class="sys-todo-summary__item"><div class="sys-todo-summary__label">待办</div><div class="sys-todo-summary__value">{{ number_format($todoSummary['pending']) }}</div></div>
+        <div class="sys-todo-summary__item"><div class="sys-todo-summary__label">进行中</div><div class="sys-todo-summary__value">{{ number_format($todoSummary['in_progress']) }}</div></div>
+        <div class="sys-todo-summary__item is-success"><div class="sys-todo-summary__label">已完成</div><div class="sys-todo-summary__value">{{ number_format($todoSummary['completed']) }}</div></div>
+        <div class="sys-todo-summary__item is-warning"><div class="sys-todo-summary__label">已逾期</div><div class="sys-todo-summary__value">{{ number_format($todoSummary['overdue']) }}</div></div>
+    </div>
+
+    <details class="sys-todo-import">
+        <summary>从 Excel 导入现有待办（只新增，不覆盖系统内已有记录）</summary>
+        <form method="POST" action="{{ $todoRoutes['import'] }}" enctype="multipart/form-data">
+            @csrf
+            <label>待办 Excel<input type="file" name="source" accept=".xlsx" required></label>
+            <button type="submit" class="sys-todo-page__button">导入</button>
+        </form>
+    </details>
+
+    <form class="sys-todo-filter" method="GET" action="{{ request()->url() }}">
+        <label>状态<select name="status">
+            <option value="">全部状态</option>
+            @foreach ($todoStatuses as $status)
+                <option value="{{ $status }}" @selected($todoFilters['status'] === $status)>{{ $status }}</option>
+            @endforeach
+        </select></label>
+        <label>类型<select name="category">
+            <option value="">全部类型</option>
+            @foreach ($todoCategories as $category)
+                <option value="{{ $category }}" @selected($todoFilters['category'] === $category)>{{ $category }}</option>
+            @endforeach
+        </select></label>
+        <label>责任人<select name="owner">
+            <option value="">全部责任人</option>
+            @foreach ($todoOwners as $owner)
+                <option value="{{ $owner }}" @selected($todoFilters['owner'] === $owner)>{{ $owner }}</option>
+            @endforeach
+        </select></label>
+        <label>关键词<input type="search" name="keyword" value="{{ $todoFilters['keyword'] }}" placeholder="事项、内容、责任人、进展或备注"></label>
+        <div class="sys-todo-filter__actions">
+            <button type="submit" class="sys-todo-page__button sys-todo-page__button--primary">筛选</button>
+            <a class="sys-todo-page__button" href="{{ request()->url() }}">重置</a>
+        </div>
+    </form>
+
+    <div class="sys-todo-table-wrap">
+        <table class="sys-todo-table" aria-label="财务系统化待办清单">
+            <thead>
+            <tr>
+                <th>序号</th><th>类型</th><th>内容</th><th>待办事项</th><th>总负责人</th><th>责任人</th>
+                <th>开始时间</th><th>完成时间</th><th>状态</th><th>完成情况</th><th>完成截图</th><th>备注</th><th>操作</th>
+            </tr>
+            </thead>
+            <tbody>
+            @forelse ($items as $item)
+                @php
+                    $isOverdue = ! $item->isCompleted()
+                        && $item->due_date !== null
+                        && $item->due_date->isBefore(today());
+                    $statusClass = match ($item->status) {
+                        \App\Models\Business\SystemizationTodo::STATUS_IN_PROGRESS => 'sys-todo-badge--progress',
+                        \App\Models\Business\SystemizationTodo::STATUS_COMPLETED => 'sys-todo-badge--completed',
+                        \App\Models\Business\SystemizationTodo::STATUS_DELAYED => 'sys-todo-badge--delayed',
+                        default => '',
+                    };
+                    $todoPayload = [
+                        'id' => $item->id,
+                        'category' => $item->category ?? '',
+                        'section' => $item->section ?? '',
+                        'title' => $item->title,
+                        'owner' => $item->owner ?? '',
+                        'assignee' => $item->assignee ?? '',
+                        'start_date' => $item->start_date?->format('Y-m-d') ?? '',
+                        'due_date' => $item->due_date?->format('Y-m-d') ?? '',
+                        'status' => $item->status,
+                        'completed_at' => $item->completed_at?->format('Y-m-d') ?? '',
+                        'progress' => $item->progress ?? '',
+                        'notes' => $item->notes ?? '',
+                        'attachments' => $item->attachments->map(static fn ($attachment): array => [
+                            'id' => $attachment->id,
+                            'name' => $attachment->original_name,
+                            'url' => route('business.systemization-todos.attachments.show', [
+                                'todo' => $item->id,
+                                'attachment' => $attachment->id,
+                            ]),
+                        ])->values()->all(),
+                    ];
+                @endphp
+                <tr>
+                    <td>{{ $items->firstItem() + $loop->index }}</td>
+                    <td>{{ $item->category ?: '—' }}</td>
+                    <td>{{ $item->section ?: '—' }}</td>
+                    <td class="sys-todo-table__title">{!! nl2br(e($item->title)) !!}</td>
+                    <td>{{ $item->owner ?: '—' }}</td>
+                    <td>{{ $item->assignee ?: '—' }}</td>
+                    <td>{{ $item->start_date?->format('Y-m-d') ?: ($item->start_note ?: '—') }}</td>
+                    <td>
+                        {{ $item->due_date?->format('Y-m-d') ?: ($item->due_note ?: '—') }}
+                        @if ($isOverdue)<br><span class="sys-todo-badge sys-todo-badge--overdue">已逾期</span>@endif
+                    </td>
+                    <td><span class="sys-todo-badge {{ $statusClass }}">{{ $item->status }}</span></td>
+                    <td class="sys-todo-table__progress">{!! nl2br(e($item->progress ?: '—')) !!}</td>
+                    <td>
+                        @if ($item->attachments->isNotEmpty())
+                            <div class="sys-todo-shots">
+                                @foreach ($item->attachments as $attachment)
+                                    <a href="{{ route('business.systemization-todos.attachments.show', ['todo' => $item->id, 'attachment' => $attachment->id]) }}"
+                                       target="_blank" rel="noopener" title="{{ $attachment->original_name }}">
+                                        <img src="{{ route('business.systemization-todos.attachments.show', ['todo' => $item->id, 'attachment' => $attachment->id]) }}"
+                                             alt="{{ $attachment->original_name }}" loading="lazy">
+                                    </a>
+                                @endforeach
+                            </div>
+                        @else
+                            —
+                        @endif
+                    </td>
+                    <td class="sys-todo-table__notes">{!! nl2br(e($item->notes ?: '—')) !!}</td>
+                    <td>
+                        <div class="sys-todo-row-actions">
+                            <button type="button" data-sys-todo-edit="{{ base64_encode(json_encode($todoPayload, JSON_UNESCAPED_UNICODE | JSON_UNESCAPED_SLASHES)) }}">编辑</button>
+                            <form method="POST" action="{{ route('business.systemization-todos.destroy', ['todo' => $item->id]) }}" onsubmit="return confirm('确定删除这条待办吗？');">
+                                @csrf
+                                @method('DELETE')
+                                <button type="submit">删除</button>
+                            </form>
+                        </div>
+                    </td>
+                </tr>
+            @empty
+                <tr><td colspan="13"><div class="sys-todo-empty">当前筛选条件下没有待办事项。</div></td></tr>
+            @endforelse
+            </tbody>
+        </table>
+    </div>
+
+    @if ($items->hasPages())
+        <div class="sys-todo-pagination">
+            <span>共 {{ number_format($items->total()) }} 条 · 第 {{ $items->currentPage() }} / {{ $items->lastPage() }} 页</span>
+            <span class="sys-todo-pagination__actions">
+                @if ($items->onFirstPage())
+                    <span>上一页</span>
+                @else
+                    <a href="{{ $items->previousPageUrl() }}">上一页</a>
+                @endif
+                @if ($items->hasMorePages())
+                    <a href="{{ $items->nextPageUrl() }}">下一页</a>
+                @else
+                    <span>下一页</span>
+                @endif
+            </span>
+        </div>
+    @endif
+
+    <dialog class="sys-todo-dialog" id="sysTodoDialog" aria-labelledby="sysTodoDialogTitle">
+        <form method="POST" enctype="multipart/form-data" data-sys-todo-form>
+            @csrf
+            <input type="hidden" name="_method" value="POST" data-sys-todo-method>
+            <div class="sys-todo-dialog__head">
+                <h2 id="sysTodoDialogTitle">新增待办</h2>
+                <button type="button" class="sys-todo-dialog__close" data-sys-todo-close aria-label="关闭">×</button>
+            </div>
+            <div class="sys-todo-dialog__body">
+                <div class="sys-todo-form-grid">
+                    <label class="sys-todo-field sys-todo-field--3">类型<input name="category" maxlength="100" list="sysTodoCategories"></label>
+                    <label class="sys-todo-field sys-todo-field--4">内容<input name="section" maxlength="255"></label>
+                    <label class="sys-todo-field sys-todo-field--3">状态<select name="status" required>@foreach ($todoStatuses as $status)<option value="{{ $status }}">{{ $status }}</option>@endforeach</select></label>
+                    <label class="sys-todo-field sys-todo-field--3">总负责人<input name="owner" maxlength="255" list="sysTodoOwners"></label>
+                    <label class="sys-todo-field sys-todo-field--3">责任人<input name="assignee" maxlength="255" list="sysTodoOwners"></label>
+                    <label class="sys-todo-field sys-todo-field--3">开始时间<input type="date" name="start_date"></label>
+                    <label class="sys-todo-field sys-todo-field--3">完成时间<input type="date" name="due_date"></label>
+                    <label class="sys-todo-field sys-todo-field--6">待办事项<textarea name="title" maxlength="5000" required></textarea></label>
+                    <label class="sys-todo-field sys-todo-field--6">完成情况<textarea name="progress" maxlength="10000"></textarea></label>
+                    <label class="sys-todo-field sys-todo-field--6">备注<textarea name="notes" maxlength="10000"></textarea></label>
+                    <div class="sys-todo-field sys-todo-field--6" data-sys-todo-upload>
+                        <label for="sysTodoScreenshots">完成截图</label>
+                        <input id="sysTodoScreenshots" type="file" name="screenshots[]" accept=".jpg,.jpeg,.png,.webp" multiple>
+                        <span class="sys-todo-upload-note" data-sys-todo-upload-note>可选择、拖入或直接粘贴截图，每张不超过 10 MB。</span>
+                        <span class="sys-todo-existing" data-sys-todo-existing></span>
+                    </div>
+                </div>
+            </div>
+            <div class="sys-todo-dialog__foot">
+                <button type="button" data-sys-todo-close>取消</button>
+                <button type="submit">保存</button>
+            </div>
+        </form>
+    </dialog>
+
+    <datalist id="sysTodoCategories">@foreach ($todoCategories as $category)<option value="{{ $category }}">@endforeach</datalist>
+    <datalist id="sysTodoOwners">@foreach ($todoOwners as $owner)<option value="{{ $owner }}">@endforeach</datalist>
+
+    <script>
+        (function () {
+            var dialog = document.getElementById('sysTodoDialog');
+            var form = dialog.querySelector('[data-sys-todo-form]');
+            var methodInput = dialog.querySelector('[data-sys-todo-method]');
+            var title = document.getElementById('sysTodoDialogTitle');
+            var existing = dialog.querySelector('[data-sys-todo-existing]');
+            var uploadField = dialog.querySelector('[data-sys-todo-upload]');
+            var screenshotInput = document.getElementById('sysTodoScreenshots');
+            var uploadNote = dialog.querySelector('[data-sys-todo-upload-note]');
+            var routes = @json($todoRoutes, JSON_UNESCAPED_UNICODE | JSON_UNESCAPED_SLASHES);
+            var currentTodoId = null;
+
+            function decodePayload(value) {
+                var binary = atob(value);
+                var bytes = new Uint8Array(binary.length);
+                for (var i = 0; i < binary.length; i++) bytes[i] = binary.charCodeAt(i);
+                return JSON.parse(new TextDecoder().decode(bytes));
+            }
+
+            function setValue(name, value) {
+                var field = form.querySelector('[name="' + name + '"]');
+                if (field) field.value = value || '';
+            }
+
+            function appendScreenshotFiles(files) {
+                var images = Array.prototype.slice.call(files || []).filter(function (file) {
+                    return /^image\/(jpeg|png|webp)$/.test(file.type);
+                });
+                if (!images.length) return;
+
+                var transfer = new DataTransfer();
+                Array.prototype.slice.call(screenshotInput.files || []).forEach(function (file) {
+                    transfer.items.add(file);
+                });
+                images.forEach(function (file) {
+                    transfer.items.add(file);
+                });
+                screenshotInput.files = transfer.files;
+                uploadNote.textContent = '已选择 ' + screenshotInput.files.length + ' 张截图，保存后上传。';
+            }
+
+            function openDialog(payload) {
+                currentTodoId = payload && payload.id ? payload.id : null;
+                form.reset();
+                methodInput.value = currentTodoId ? 'PATCH' : 'POST';
+                form.action = currentTodoId ? routes.update.replace('__TODO__', currentTodoId) : routes.store;
+                title.textContent = currentTodoId ? '编辑待办' : '新增待办';
+                if (payload) {
+                    setValue('category', payload.category);
+                    setValue('section', payload.section);
+                    setValue('title', payload.title);
+                    setValue('owner', payload.owner);
+                    setValue('assignee', payload.assignee);
+                    setValue('start_date', payload.start_date);
+                    setValue('due_date', payload.due_date);
+                    setValue('status', payload.status);
+                    setValue('completed_at', payload.completed_at);
+                    setValue('progress', payload.progress);
+                    setValue('notes', payload.notes);
+                } else {
+                    setValue('status', '待办');
+                }
+
+                existing.replaceChildren();
+                ((payload && payload.attachments) || []).forEach(function (attachment) {
+                    var item = document.createElement('span');
+                    item.className = 'sys-todo-existing__item';
+                    var link = document.createElement('a');
+                    link.href = attachment.url;
+                    link.target = '_blank';
+                    link.rel = 'noopener';
+                    var image = document.createElement('img');
+                    image.src = attachment.url;
+                    image.alt = attachment.name;
+                    link.appendChild(image);
+                    item.appendChild(link);
+                    var label = document.createElement('label');
+                    var checkbox = document.createElement('input');
+                    checkbox.type = 'checkbox';
+                    checkbox.name = 'remove_attachments[]';
+                    checkbox.value = attachment.id;
+                    label.appendChild(checkbox);
+                    label.appendChild(document.createTextNode('删除截图'));
+                    item.appendChild(label);
+                    existing.appendChild(item);
+                });
+
+                if (typeof dialog.showModal === 'function') dialog.showModal();
+                else dialog.setAttribute('open', '');
+                uploadNote.textContent = '可选择、拖入或直接粘贴截图，每张不超过 10 MB。';
+                window.setTimeout(function () {
+                    var titleField = form.querySelector('[name="title"]');
+                    if (titleField) titleField.focus();
+                }, 0);
+            }
+
+            function closeDialog() {
+                if (typeof dialog.close === 'function') dialog.close();
+                else dialog.removeAttribute('open');
+            }
+
+            document.addEventListener('click', function (event) {
+                var create = event.target.closest('[data-sys-todo-create]');
+                if (create) {
+                    openDialog(null);
+                    return;
+                }
+                var edit = event.target.closest('[data-sys-todo-edit]');
+                if (edit) {
+                    openDialog(decodePayload(edit.getAttribute('data-sys-todo-edit')));
+                    return;
+                }
+                if (event.target.closest('[data-sys-todo-close]')) closeDialog();
+            });
+            dialog.addEventListener('click', function (event) {
+                if (event.target === dialog) closeDialog();
+            });
+            dialog.addEventListener('paste', function (event) {
+                var files = Array.prototype.slice.call(event.clipboardData?.items || [])
+                    .filter(function (item) { return item.kind === 'file'; })
+                    .map(function (item) { return item.getAsFile(); })
+                    .filter(Boolean);
+                if (files.length) {
+                    event.preventDefault();
+                    appendScreenshotFiles(files);
+                }
+            });
+            uploadField.addEventListener('dragover', function (event) {
+                event.preventDefault();
+                uploadField.classList.add('is-dragging');
+            });
+            uploadField.addEventListener('dragleave', function () {
+                uploadField.classList.remove('is-dragging');
+            });
+            uploadField.addEventListener('drop', function (event) {
+                event.preventDefault();
+                uploadField.classList.remove('is-dragging');
+                appendScreenshotFiles(event.dataTransfer?.files || []);
+            });
+            screenshotInput.addEventListener('change', function () {
+                if (screenshotInput.files.length) {
+                    uploadNote.textContent = '已选择 ' + screenshotInput.files.length + ' 张截图，保存后上传。';
+                }
+            });
+        })();
+    </script>
+</section>

routes/admin.php

@@ -14,6 +14,7 @@ use App\Http\Controllers\Business\ProductPrices;
 use App\Http\Controllers\Business\SupplierPayableActions;
 use App\Http\Controllers\Business\PayablesFinalActions;
 use App\Http\Controllers\Business\SupplierReconciliation as SupplierReconciliationActions;
+use App\Http\Controllers\Business\SystemizationTodos;
 use App\Http\Controllers\Business\WithdrawalManagement;
 use Illuminate\Http\Request;
 use Illuminate\Support\Facades\Route;
@@ -758,6 +759,26 @@ Route::post('workspace/financial-ledger/accounts/keep-todo', [\App\Http\Controll
     ->middleware('business.page:financial-operations,ledger')
     ->name('business.financial-ledger.accounts.keep-todo');
 
+Route::prefix('workspace/other/systemization-todos')
+    ->name('business.systemization-todos.')
+    ->middleware('business.page:other,systemization-todos')
+    ->group(function (): void {
+        Route::post('import', [SystemizationTodos::class, 'importWorkbook'])
+            ->middleware('import')
+            ->name('import');
+        Route::post('/', [SystemizationTodos::class, 'store'])->name('store');
+        Route::patch('{todo}', [SystemizationTodos::class, 'update'])
+            ->whereNumber('todo')
+            ->name('update');
+        Route::delete('{todo}', [SystemizationTodos::class, 'destroy'])
+            ->whereNumber('todo')
+            ->name('destroy');
+        Route::get('{todo}/attachments/{attachment}', [SystemizationTodos::class, 'attachment'])
+            ->whereNumber('todo')
+            ->whereNumber('attachment')
+            ->name('attachments.show');
+    });
+
 Route::get('workspace/financial-ledger/{page?}/{tab?}', function (Request $request, ?string $page = null, ?string $tab = null) {
     abort_unless($page === null || $page === 'ledger', 404);
 

tests/Feature/Business/ManagementCrudTest.php

@@ -636,7 +636,7 @@ class ManagementCrudTest extends FeatureTestCase
             array_column($sections['store-management']['pages'], 'slug')
         );
         $this->assertSame(
-            ['todos', 'warnings'],
+            ['systemization-todos', 'todos', 'warnings'],
             array_column($sections['other']['pages'], 'slug')
         );
 
@@ -711,6 +711,7 @@ class ManagementCrudTest extends FeatureTestCase
             ['section' => 'trademark-management', 'page' => 'trademark-progress', 'headers' => ['商标号', '是否完成', '办理人']],
             ['section' => 'store-management', 'page' => 'store-report', 'headers' => ['ERP系统店铺名称', '店铺名称', '店铺ID（唯一值）', '1月销量', '12月销量']],
             ['section' => 'store-management', 'page' => 'change-progress', 'headers' => ['接替公司', '完成时间', '办理人']],
+            ['section' => 'other', 'page' => 'systemization-todos', 'headers' => ['类型', '内容', '待办事项', '总负责人', '责任人', '状态', '完成截图']],
             ['section' => 'other', 'page' => 'todos', 'headers' => ['待办编号', '是否逾期', '关闭日期']],
             ['section' => 'other', 'page' => 'warnings', 'headers' => ['风险等级', '影响金额', '处理证据']],
         ];

tests/Feature/Business/SystemizationTodosTest.php

@@ -0,0 +1,152 @@
+<?php
+
+namespace Tests\Feature\Business;
+
+use App\Business\SystemizationTodoWorkbookImporter;
+use App\Models\Business\SystemizationTodo;
+use App\Models\Business\SystemizationTodoAttachment;
+use Illuminate\Http\UploadedFile;
+use Illuminate\Support\Facades\Storage;
+use PhpOffice\PhpSpreadsheet\Spreadsheet;
+use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
+use Tests\Feature\FeatureTestCase;
+
+class SystemizationTodosTest extends FeatureTestCase
+{
+    public function test_page_supports_daily_items_completion_progress_and_screenshots(): void
+    {
+        Storage::fake('uploads');
+
+        $this->loginAs()
+            ->get(route('business.pages.show', [
+                'section' => 'other',
+                'page' => 'systemization-todos',
+            ]))
+            ->assertOk()
+            ->assertSeeText('财务系统化待办')
+            ->assertSeeText('新增待办')
+            ->assertSeeText('从 Excel 导入现有待办')
+            ->assertSee('data-sys-todo-create', false);
+
+        $this->post(route('business.systemization-todos.store'), [
+            'category' => '收入',
+            'section' => '平台收入核对',
+            'title' => '核对淘系收入与平台账单差异',
+            'owner' => '晨曦',
+            'assignee' => '栎阳',
+            'start_date' => '2026-10-25',
+            'due_date' => '2026-10-28',
+            'status' => SystemizationTodo::STATUS_IN_PROGRESS,
+            'progress' => '已拉取账单，待核对订单',
+            'notes' => '周会跟进',
+            'screenshots' => [
+                $this->pngUpload('first.png'),
+                $this->pngUpload('existing.png'),
+            ],
+        ])->assertRedirect(route('business.pages.show', [
+            'section' => 'other',
+            'page' => 'systemization-todos',
+        ]));
+
+        $todo = SystemizationTodo::query()->firstOrFail();
+        $this->assertSame('收入', $todo->category);
+        $this->assertSame(SystemizationTodo::STATUS_IN_PROGRESS, $todo->status);
+        $this->assertSame(2, $todo->attachments()->count());
+        $firstAttachment = $todo->attachments()->firstOrFail();
+        $existingAttachment = $todo->attachments()->reorder()->orderByDesc('id')->firstOrFail();
+        Storage::disk('uploads')->assertExists($firstAttachment->path);
+        Storage::disk('uploads')->assertExists($existingAttachment->path);
+        $this->get(route('business.systemization-todos.attachments.show', [
+            'todo' => $todo->id,
+            'attachment' => $firstAttachment->id,
+        ]))->assertOk()->assertHeader('content-type', 'image/png');
+
+        $this->patch(route('business.systemization-todos.update', ['todo' => $todo->id]), [
+            'category' => '收入',
+            'section' => '平台收入核对',
+            'title' => '核对淘系收入与平台账单差异',
+            'owner' => '晨曦',
+            'assignee' => '栎阳',
+            'start_date' => '2026-10-25',
+            'due_date' => '2026-10-27',
+            'status' => SystemizationTodo::STATUS_COMPLETED,
+            'progress' => '已完成核对并留档',
+            'notes' => '周会确认关闭',
+            'remove_attachments' => [$firstAttachment->id],
+            'screenshots' => [$this->pngUpload('completed.png')],
+        ])->assertRedirect();
+
+        $todo->refresh();
+        $this->assertSame(SystemizationTodo::STATUS_COMPLETED, $todo->status);
+        $this->assertSame('2026-10-27', $todo->completed_at?->format('Y-m-d'));
+        Storage::disk('uploads')->assertMissing($firstAttachment->path);
+        $this->assertTrue(
+            Storage::disk('uploads')->exists($existingAttachment->path),
+            '保留截图丢失：first=' . $firstAttachment->path . ' existing=' . $existingAttachment->path,
+        );
+        $this->assertSame(2, $todo->attachments()->count());
+        $this->assertTrue(
+            $todo->attachments()->pluck('original_name')->contains('completed.png')
+        );
+
+        $this->delete(route('business.systemization-todos.destroy', ['todo' => $todo->id]))
+            ->assertRedirect();
+        $this->assertSoftDeleted('business_systemization_todos', ['id' => $todo->id]);
+    }
+
+    public function test_excel_import_preserves_hierarchy_and_does_not_overwrite_existing_rows(): void
+    {
+        $path = sys_get_temp_dir() . '/systemization-todos-' . uniqid() . '.xlsx';
+        $spreadsheet = new Spreadsheet();
+        $sheet = $spreadsheet->getActiveSheet();
+        $sheet->fromArray([
+            ['类型', '内容', '待办事项（具体工作计划）', '总负责人', '责任人', '开始时间', '完成时间', '完成情况（放截图）', '备注'],
+            ['收入', '平台收入核对', '核对淘系账单', '晨曦', '栎阳', '2026-10-20', '2026-10-21', '已完成', '首轮导入'],
+            [null, null, '核对拼多多账单', '晨曦', '秋香', '待定', '11月', '第一步已开始', null],
+        ]);
+        (new Xlsx($spreadsheet))->save($path);
+        $spreadsheet->disconnectWorksheets();
+
+        try {
+            $this->loginAs()->post(route('business.systemization-todos.import'), [
+                'source' => new UploadedFile(
+                    $path,
+                    '10.19工作梳理.xlsx',
+                    'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+                    null,
+                    true,
+                ),
+            ])->assertRedirect();
+
+            $this->assertSame(2, SystemizationTodo::query()->count());
+            $first = SystemizationTodo::query()->orderBy('sort_order')->firstOrFail();
+            $second = SystemizationTodo::query()->orderByDesc('sort_order')->firstOrFail();
+            $this->assertSame('收入', $first->category);
+            $this->assertSame('平台收入核对', $first->section);
+            $this->assertSame(SystemizationTodo::STATUS_COMPLETED, $first->status);
+            $this->assertSame('收入', $second->category);
+            $this->assertSame('平台收入核对', $second->section);
+            $this->assertSame('待定', $second->start_note);
+            $this->assertSame('11月', $second->due_note);
+            $this->assertSame(SystemizationTodo::STATUS_IN_PROGRESS, $second->status);
+
+            $result = app(SystemizationTodoWorkbookImporter::class)
+                ->import($path, (int) company_id(), user_id());
+            $this->assertSame(0, $result['created']);
+            $this->assertSame(2, $result['skipped']);
+
+            $this->assertSame(2, SystemizationTodo::query()->count());
+            $this->assertSame(0, SystemizationTodoAttachment::query()->count());
+        } finally {
+            @unlink($path);
+        }
+    }
+
+    private function pngUpload(string $name): UploadedFile
+    {
+        return UploadedFile::fake()->createWithContent(
+            $name,
+            base64_decode('iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAQAAAC1HAwCAAAAC0lEQVR42mNk+A8AAQUBAScY42YAAAAASUVORK5CYII='),
+        );
+    }
+}