feat: 新增「我的客户」，在途佣金支持按保单号与佣金月筛选

- 首页新增「我的客户」入口卡（跟进记录数 + 跟进中副标），新增列表页按新单跟进记录展示客户进展阶段（8 态文案与配色）
- 在途佣金页新增保单号实时搜索与佣金月下拉，前端组合过滤
- 简繁 i18n、类型与 /customers 路由补齐

src/api/modules/customer.ts

+import type { Customer } from '../types'
+import { get } from '../http'
+
+// 后端 /c/customer/list 返回体（com.yd.csf.service.vo.ReferrerCustomerVO）
+interface CustomerDTO {
+  name: string
+  stage: Customer['stage']        // 8 态语义码
+  productName: string
+  mobile?: string | null
+}
+
+export async function fetchCustomers(): Promise<Customer[]> {
+  const list = await get<CustomerDTO[]>('/c/customer/list')
+  return (list ?? []).map((dto) => ({
+    name: dto.name,
+    stage: dto.stage,
+    productName: dto.productName,
+    mobile: dto.mobile ?? ''
+  }))
+}

src/api/modules/dashboard.ts

@@ -10,6 +10,8 @@ interface DashboardSummaryDTO {
   pipelineCommission: number
   effectivePolicyCount: number
   firstYearFyp: number
+  caseCount: number
+  followingCount: number
 }
 
 export async function fetchMetricSummary(): Promise<MetricSummary> {
@@ -20,7 +22,9 @@ export async function fetchMetricSummary(): Promise<MetricSummary> {
     taxYearPaidHkd: dto.taxYearPaidCommission,
     pipelineHkd: dto.pipelineCommission,
     inforceCount: dto.effectivePolicyCount,
-    firstYearFypHkd: dto.firstYearFyp
+    firstYearFypHkd: dto.firstYearFyp,
+    caseCount: dto.caseCount,
+    followingCount: dto.followingCount
   }
 }
 

src/api/types.ts

@@ -6,6 +6,28 @@ export interface MetricSummary {
   pipelineHkd: number
   inforceCount: number
   firstYearFypHkd: number
+  /** 我的客户：名下新单跟进记录数（不去重，含全部状态） */
+  caseCount: number
+  /** 我的客户：仍在「跟进中」阶段的数量（不含暂缓） */
+  followingCount: number
+}
+
+/** 我的客户进展阶段语义码，由后端输出，前端只按码查文案/配色。 */
+export type CustomerStage =
+  | 'IN_PROGRESS'
+  | 'DELAYED'
+  | 'EFFECTIVE'
+  | 'CANCELLED'
+  | 'DECLINED'
+  | 'LAPSED'
+  | 'CLOSED'
+  | 'APPOINTMENT_CANCELLED'
+
+export interface Customer {
+  name: string
+  stage: CustomerStage
+  productName: string
+  mobile: string
 }
 
 export interface Statement {

src/components/feature/CustomerCard.vue

+<script setup lang="ts">
+import { useI18n } from 'vue-i18n'
+import Badge from '@/components/common/Badge.vue'
+import type { Customer, CustomerStage } from '@/api/types'
+
+defineProps<{
+  customer: Customer
+}>()
+
+const { t } = useI18n()
+
+/** 生效绿 / 跟进中琥珀 / 暂缓灰 / 未成功红 */
+function toneOf(stage: CustomerStage): 'success' | 'warning' | 'neutral' | 'danger' {
+  if (stage === 'EFFECTIVE') return 'success'
+  if (stage === 'IN_PROGRESS') return 'warning'
+  if (stage === 'DELAYED') return 'neutral'
+  return 'danger'
+}
+</script>
+
+<template>
+  <div class="rounded-2xl border border-slate-200/80 bg-white p-4 shadow-card">
+    <div class="flex items-center justify-between gap-3">
+      <div class="truncate text-sm font-medium tracking-tight text-slate-900">{{ customer.name }}</div>
+      <Badge :tone="toneOf(customer.stage)">{{ t(`customerStage.${customer.stage}`) }}</Badge>
+    </div>
+    <div v-if="customer.productName" class="mt-2 truncate text-xs text-slate-500">{{ customer.productName }}</div>
+    <div v-if="customer.mobile" class="tnum mt-1 text-xs text-slate-400">{{ customer.mobile }}</div>
+  </div>
+</template>

src/locales/zh-Hans.ts

@@ -13,6 +13,18 @@ export default {
   'metric.pipeline': '在途佣金',
   'metric.inforceCount': '生效件数',
   'metric.firstYearFyp': '首年业绩 FYP',
+  'metric.myCustomers': '我的客户',
+  'customer.title': '我的客户',
+  'customer.followingHint': '跟进中 {count}',
+  'customer.empty': '暂无客户跟进记录',
+  'customerStage.IN_PROGRESS': '跟进中',
+  'customerStage.DELAYED': '暂缓',
+  'customerStage.EFFECTIVE': '已生效',
+  'customerStage.CANCELLED': '已取消',
+  'customerStage.DECLINED': '已拒保',
+  'customerStage.LAPSED': '已失效',
+  'customerStage.CLOSED': '已关闭',
+  'customerStage.APPOINTMENT_CANCELLED': '预约已取消',
   'dashboard.actions': '智能行动看板',
   'todo.renewal': '续期缴费',
   'todo.lapse': '失效预警',
@@ -45,6 +57,11 @@ export default {
   'policies.year': '保单年度',
   'pipeline.payoutMonth': '预计出账月',
   'pipeline.adjustNote': '保司来佣后发放，金额可能调整',
+  'pipeline.filterPolicy': '保单号',
+  'pipeline.filterPolicyPlaceholder': '搜索保单号',
+  'pipeline.filterMonth': '佣金月',
+  'pipeline.allMonths': '全部月份',
+  'pipeline.noResult': '没有符合条件的在途佣金',
   'stage.PAID': '已发',
   'stage.PIPELINE': '在途',
   'stage.RETAINED': '保留',

src/locales/zh-Hant.ts

@@ -13,6 +13,18 @@ export default {
   'metric.pipeline': '在途佣金',
   'metric.inforceCount': '生效件數',
   'metric.firstYearFyp': '首年業績 FYP',
+  'metric.myCustomers': '我的客戶',
+  'customer.title': '我的客戶',
+  'customer.followingHint': '跟進中 {count}',
+  'customer.empty': '暫無客戶跟進記錄',
+  'customerStage.IN_PROGRESS': '跟進中',
+  'customerStage.DELAYED': '暫緩',
+  'customerStage.EFFECTIVE': '已生效',
+  'customerStage.CANCELLED': '已取消',
+  'customerStage.DECLINED': '已拒保',
+  'customerStage.LAPSED': '已失效',
+  'customerStage.CLOSED': '已關閉',
+  'customerStage.APPOINTMENT_CANCELLED': '預約已取消',
   'dashboard.actions': '智能行動看板',
   'todo.renewal': '續期繳費',
   'todo.lapse': '失效預警',
@@ -45,6 +57,11 @@ export default {
   'policies.year': '保單年度',
   'pipeline.payoutMonth': '預計出賬月',
   'pipeline.adjustNote': '保司來佣後發放，金額可能調整',
+  'pipeline.filterPolicy': '保單號',
+  'pipeline.filterPolicyPlaceholder': '搜尋保單號',
+  'pipeline.filterMonth': '佣金月',
+  'pipeline.allMonths': '全部月份',
+  'pipeline.noResult': '沒有符合條件的在途佣金',
   'stage.PAID': '已發',
   'stage.PIPELINE': '在途',
   'stage.RETAINED': '保留',

src/router/index.ts

@@ -9,6 +9,7 @@ const router = createRouter({
     { path: '/statement/:id', name: 'statement-detail', component: () => import('@/views/StatementDetailView.vue') },
     { path: '/policies', name: 'policies', component: () => import('@/views/PoliciesView.vue') },
     { path: '/pipeline', name: 'pipeline', component: () => import('@/views/PipelineView.vue') },
+    { path: '/customers', name: 'customers', component: () => import('@/views/CustomersView.vue') },
     { path: '/auth/callback', name: 'auth-callback', component: () => import('@/views/AuthCallbackView.vue') },
     { path: '/logged-out', name: 'logged-out', component: () => import('@/views/LoggedOutView.vue') }
   ]

src/views/CustomersView.vue

+<script setup lang="ts">
+import { onMounted, ref } from 'vue'
+import { useI18n } from 'vue-i18n'
+import ApiLoader from '@/components/common/ApiLoader.vue'
+import CustomerCard from '@/components/feature/CustomerCard.vue'
+import { fetchCustomers } from '@/api/modules/customer'
+import type { Customer } from '@/api/types'
+
+const { t } = useI18n()
+const loading = ref(true)
+const error = ref<string | null>(null)
+const customers = ref<Customer[]>([])
+
+async function load() {
+  loading.value = true
+  error.value = null
+  try {
+    customers.value = await fetchCustomers()
+  } catch (e) {
+    error.value = e instanceof Error ? e.message : 'error'
+  } finally {
+    loading.value = false
+  }
+}
+
+onMounted(load)
+</script>
+
+<template>
+  <ApiLoader :loading="loading" :error="error" @retry="load">
+    <div v-if="customers.length" class="space-y-3">
+      <CustomerCard
+        v-for="(customer, index) in customers"
+        :key="index"
+        :customer="customer"
+      />
+    </div>
+    <div v-else class="py-10 text-center text-sm text-slate-400">{{ t('customer.empty') }}</div>
+  </ApiLoader>
+</template>

src/views/HomeView.vue

@@ -61,6 +61,23 @@ onMounted(load)
         <MetricCard v-for="card in restCards" :key="card.label" :label="card.label" :value="card.value" />
       </div>
 
+      <router-link
+        v-if="metrics"
+        to="/customers"
+        class="mt-3 flex items-center justify-between rounded-2xl border border-slate-200/80 bg-white p-4 shadow-card transition-shadow hover:shadow-soft"
+      >
+        <div>
+          <div class="text-xs text-slate-500">{{ t('metric.myCustomers') }}</div>
+          <div class="tnum mt-2 text-xl font-semibold tracking-tight text-slate-900">{{ metrics.caseCount }}</div>
+        </div>
+        <div class="flex items-center gap-1 text-xs text-slate-400">
+          {{ t('customer.followingHint', { count: metrics.followingCount }) }}
+          <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="h-4 w-4">
+            <polyline points="9 18 15 12 9 6" />
+          </svg>
+        </div>
+      </router-link>
+
       <section class="mt-7">
         <h2 class="mb-3 text-[13px] font-semibold tracking-wide text-slate-700">{{ t('dashboard.actions') }}</h2>
         <div class="mb-3 flex flex-wrap gap-2 text-xs text-slate-500">

src/views/PipelineView.vue

 <script setup lang="ts">
-import { onMounted, ref } from 'vue'
+import { computed, onMounted, ref } from 'vue'
 import { useI18n } from 'vue-i18n'
 import ApiLoader from '@/components/common/ApiLoader.vue'
 import PipelineCard from '@/components/feature/PipelineCard.vue'
@@ -11,6 +11,22 @@ const loading = ref(true)
 const error = ref<string | null>(null)
 const items = ref<PipelineItem[]>([])
 
+const policyQuery = ref('')
+const selectedMonth = ref('')
+
+const months = computed(() =>
+  Array.from(new Set(items.value.map((x) => x.payoutMonth).filter(Boolean))).sort().reverse()
+)
+
+const filtered = computed(() => {
+  const keyword = policyQuery.value.trim().toUpperCase()
+  return items.value.filter((x) => {
+    const matchPolicy = !keyword || x.policyNo.toUpperCase().includes(keyword)
+    const matchMonth = !selectedMonth.value || x.payoutMonth === selectedMonth.value
+    return matchPolicy && matchMonth
+  })
+})
+
 async function load() {
   loading.value = true
   error.value = null
@@ -29,10 +45,34 @@ onMounted(load)
 <template>
   <div class="space-y-4">
     <div class="rounded-2xl border border-amber-100 bg-amber-50 px-4 py-3 text-xs font-medium text-amber-700">{{ t('pipeline.adjustNote') }}</div>
+
+    <div class="grid grid-cols-2 gap-3">
+      <label class="block">
+        <span class="mb-1 block text-xs text-slate-500">{{ t('pipeline.filterPolicy') }}</span>
+        <input
+          v-model="policyQuery"
+          type="search"
+          :placeholder="t('pipeline.filterPolicyPlaceholder')"
+          class="w-full rounded-xl border border-slate-200 bg-white px-3 py-2 text-sm text-slate-900 outline-none transition-colors placeholder:text-slate-400 focus:border-brand-200"
+        >
+      </label>
+      <label class="block">
+        <span class="mb-1 block text-xs text-slate-500">{{ t('pipeline.filterMonth') }}</span>
+        <select
+          v-model="selectedMonth"
+          class="w-full rounded-xl border border-slate-200 bg-white px-3 py-2 text-sm text-slate-900 outline-none transition-colors focus:border-brand-200"
+        >
+          <option value="">{{ t('pipeline.allMonths') }}</option>
+          <option v-for="month in months" :key="month" :value="month">{{ month }}</option>
+        </select>
+      </label>
+    </div>
+
     <ApiLoader :loading="loading" :error="error" :empty="!loading && !error && items.length === 0" @retry="load">
-      <div class="space-y-3">
-        <PipelineCard v-for="item in items" :key="item.id" :item="item" />
+      <div v-if="filtered.length" class="space-y-3">
+        <PipelineCard v-for="item in filtered" :key="item.id" :item="item" />
       </div>
+      <div v-else class="py-10 text-center text-sm text-slate-400">{{ t('pipeline.noResult') }}</div>
     </ApiLoader>
   </div>
-</template>
\ No newline at end of file
+</template>