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+# CRM 客户域列头整库服务端筛选（首批）Implementation Plan
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** 通用化列头服务端筛 composable；客户管理 + 客户公海主列表去掉顶部筛、挂齐列头漏斗并打整库；报销申请仅补 queryKey 配置并回归。
+
+**Architecture:** 扩展 `ColumnFilterDef` 的 `queryKey*`；`toQueryParams` 按类型生成参数。后端在 `list_customers` 集中扩展过滤（`*In`、文本、日期 From/To、数字 Op），公海 list/export 复用同一拼装并固定公海范围。前端两页对齐报销申请接线模式。
+
+**Tech Stack:** Vue 3、Element Plus、`ColumnHeaderFilter` / `useServerColumnFilters`、FastAPI、SQLAlchemy、`CrmCustomer`
+
+**Spec:** `docs/superpowers/specs/2026-09-06-crm-customer-server-column-filters-design.md`
+
+---
+
+## 文件结构
+
+| 操作 | 文件 | 职责 |
+|------|------|------|
+| Modify | `web-admin/src/composables/useClientColumnFilters.ts` | `ColumnFilterDef` 增加 `queryKey` / `queryKeyFrom` / `queryKeyTo` / `queryKeyPrefix` |
+| Modify | `web-admin/src/composables/useServerColumnFilters.ts` | 通用 `toQueryParams`（去掉报销写死） |
+| Modify | `web-admin/src/views/bx/reimburse/apply/index.vue` | `columnFilterDefs` 显式 queryKey，行为不变 |
+| Create | `backend/app/services/crm/customer_list_filters.py` | 客户列筛 → SQLAlchemy 条件拼装（纯函数，可单测） |
+| Create | `backend/tests/test_crm_customer_list_filters.py` | 拼装单测 |
+| Modify | `backend/app/schemas/crm/customer.py` | `CustomerListBody` + `to_list_kwargs` 扩展字段 |
+| Modify | `backend/app/schemas/crm/customer_pool.py` | `PoolCustomerListBody` 对齐列筛字段 |
+| Modify | `backend/app/crud/crm/customer.py` | `list_customers` / `list_pool_customers` 应用新过滤 |
+| Modify | `backend/app/api/crm.py` | list/export 传参走扩展 body（若已 `to_list_kwargs` 则改 schema+crud 即可） |
+| Modify | `web-admin/src/views/crm/customer/index.vue` | 去顶部筛、列头漏斗、藏列、导出 |
+| Modify | `web-admin/src/views/crm/customer/pool/index.vue` | 同上 |
+
+**不变：** 其它 CRM 页、弹窗内表、公海规则页。
+
+---
+
+### Task 1: 通用化 `toQueryParams` + 报销 queryKey
+
+**Files:**
+- Modify: `web-admin/src/composables/useClientColumnFilters.ts`
+- Modify: `web-admin/src/composables/useServerColumnFilters.ts`
+- Modify: `web-admin/src/views/bx/reimburse/apply/index.vue`
+
+- [ ] **Step 1: 扩展 `ColumnFilterDef`**
+
+在 `useClientColumnFilters.ts` 的 `ColumnFilterDef` 增加可选：
+
+```typescript
+  queryKey?: string
+  queryKeyFrom?: string
+  queryKeyTo?: string
+  queryKeyPrefix?: string
+```
+
+- [ ] **Step 2: 重写 `toQueryParams`**
+
+在 `useServerColumnFilters.ts` 替换硬编码逻辑：
+
+```typescript
+function resolveQueryKey(def: ColumnFilterDef): string {
+  return def.queryKey || def.prop
+}
+
+function toQueryParams(): Record<string, string> {
+  const q: Record<string, string> = {}
+  for (const prop of Object.keys(filters)) {
+    const def = defMap.get(prop)
+    const state = filters[prop]
+    if (!def || !isColumnFilterActive(def.type, state)) continue
+    const key = resolveQueryKey(def)
+
+    if (def.type === 'datetime') {
+      const s = state as DatetimeColumnFilterState
+      const fromKey = def.queryKeyFrom || `${key}From`
+      const toKey = def.queryKeyTo || `${key}To`
+      if (s.from) q[fromKey] = s.from
+      if (s.to) q[toKey] = s.to
+      continue
+    }
+    if (def.type === 'number') {
+      const s = state as NumberColumnFilterState
+      const prefix = def.queryKeyPrefix || key
+      q[`${prefix}Op`] = s.op || 'between'
+      if (s.op === 'between') {
+        if (s.min !== '' && s.min != null) q[`${prefix}Min`] = String(s.min)
+        if (s.max !== '' && s.max != null) q[`${prefix}Max`] = String(s.max)
+      } else if (s.value !== '' && s.value != null) {
+        q[prefix] = String(s.value)
+      }
+      continue
+    }
+    if (def.type === 'enum') {
+      const s = state as TextColumnFilterState
+      if (s.selected?.length) q[`${key}In`] = s.selected.join(',')
+      continue
+    }
+    const s = state as TextColumnFilterState
+    const text = String(s.text || '').trim()
+    if (text) q[key] = text
+  }
+  return q
+}
+```
+
+更新文件头注释：说明 queryKey 约定，删除「本页仅报销」表述。
+
+- [ ] **Step 3: 报销页显式 queryKey**
+
+```typescript
+const columnFilterDefs: ColumnFilterDef[] = [
+  {
+    prop: 'applyTime',
+    label: '申请时间',
+    type: 'datetime',
+    queryKeyFrom: 'applyDateFrom',
+    queryKeyTo: 'applyDateTo'
+  },
+  { prop: 'applyCode', label: '报销单号', type: 'text', queryKey: 'applyCode' },
+  { prop: 'title', label: '报销标题', type: 'text', queryKey: 'title' },
+  { prop: 'expenseName', label: '费用项目', type: 'text', queryKey: 'expenseName' },
+  {
+    prop: 'amount',
+    label: '报销金额（元）',
+    type: 'number',
+    queryKeyPrefix: 'amount'
+  },
+  {
+    prop: 'status',
+    label: '状态',
+    type: 'enum',
+    queryKey: 'status',
+    enumOptions: [ /* 保持原样 */ ]
+  },
+  { prop: 'currentNode', label: '当前节点', type: 'text', queryKey: 'currentNode' }
+]
+```
+
+- [ ] **Step 4: Commit**
+
+```bash
+git add web-admin/src/composables/useClientColumnFilters.ts \
+  web-admin/src/composables/useServerColumnFilters.ts \
+  web-admin/src/views/bx/reimburse/apply/index.vue
+git commit -m "refactor(web-admin): generalize server column filter queryKey mapping."
+```
+
+---
+
+### Task 2: 后端客户列筛拼装 + 单测
+
+**Files:**
+- Create: `backend/app/services/crm/customer_list_filters.py`
+- Create: `backend/tests/test_crm_customer_list_filters.py`
+
+说明：`backend/app/services/crm/` 若无 `__init__.py` 则一并创建空文件。
+
+- [ ] **Step 1: 写失败单测**
+
+```python
+# backend/tests/test_crm_customer_list_filters.py
+from sqlalchemy.dialects import mysql
+from app.services.crm.customer_list_filters import apply_customer_column_filters
+from app.models.crm_models import CrmCustomer  # 以仓库实际模型路径为准
+
+
+def _compile(clause) -> str:
+    return str(
+        clause.compile(dialect=mysql.dialect(), compile_kwargs={"literal_binds": True})
+    ).lower()
+
+
+def test_level_in():
+    from sqlalchemy.orm import Query
+    # 更简单：让 apply 返回额外 filter 列表，或接受 query 并返回 query
+    ...
+```
+
+**推荐 API 形状**（与报销 builder 类似，返回 filter list，由 crud 挂到 query）：
+
+```python
+def build_customer_column_filters(**params) -> list:
+    """根据列筛参数返回 SQLAlchemy 二元表达式列表（不含 tenant/del_flag/view_mode）。"""
+```
+
+单测覆盖至少：
+
+- `level_in="key,normal"` → IN  
+- `customer_name` 模糊  
+- `deal_amount` between min only  
+- `create` 用 `begin_time`/`end_time`（或 create_time_start/end）  
+- 空参数 → `[]`
+
+先确认模型 import：`CrmCustomer` 路径用 `rg "class CrmCustomer" backend`。
+
+- [ ] **Step 2: 实现 `build_customer_column_filters`**
+
+支持（与 spec §6.2 对齐，参数用 snake_case）：
+
+- 单值与 `*_in`（逗号拆分）：customer_type、level、source、status、deal_status、park_area、industry、scale  
+- 文本 like：customer_name（含拼音首字母，可复用现 `list_customers` 逻辑片段）、customer_no、short_name、mobile、telephone、email、website、address、province、city、district、owner_user_name、create_by_name、update_by_name、create_dept_name、remark  
+- 日期闭区间：create（begin/end 或 from/to）、last_time、next_time、deal_time、into_pool_time、claim_time、protect_time、update_time  
+- 数字：deal_amount / follow_count / contact_count / opportunity_count / contract_count 的 op+min/max/value  
+
+`owner_user_name` 等若库表无直接列、仅有展示字段：实现时对照 `list_customers` 现有 join/字段；**无列可筛则跳过并在 commit message / DONE_WITH_CONCERNS 注明**，优先筛 `CrmCustomer` 上真实列。
+
+- [ ] **Step 3: pytest PASS**
+
+```bash
+cd backend && source venv/bin/activate && PYTHONPATH=. pytest tests/test_crm_customer_list_filters.py -v
+```
+
+- [ ] **Step 4: Commit**
+
+```bash
+git add backend/app/services/crm/customer_list_filters.py \
+  backend/app/services/crm/__init__.py \
+  backend/tests/test_crm_customer_list_filters.py
+git commit -m "feat(crm): add customer list column filter builder."
+```
+
+---
+
+### Task 3: Schema + CRUD + API 接线（客户 / 公海）
+
+**Files:**
+- Modify: `backend/app/schemas/crm/customer.py`
+- Modify: `backend/app/schemas/crm/customer_pool.py`
+- Modify: `backend/app/crud/crm/customer.py`
+- Modify: `backend/app/api/crm.py`（仅当 export/list 未走 `to_list_kwargs` 时）
+
+- [ ] **Step 1: 扩展 `CustomerListBody`**
+
+增加与前端 camelCase 对齐的 Field（`alias=`），例如：
+
+- `customerTypeIn`、`levelIn`、`sourceIn`、`statusIn`、`dealStatusIn`、`parkAreaIn`、`industryIn`、`scaleIn`  
+- 文本：`shortName`、`mobile`、…  
+- 日期：`lastTimeFrom`/`To`、…；创建时间继续 `beginTime`/`endTime`  
+- 数字：`dealAmountOp`、`dealAmount`、`dealAmountMin`、`dealAmountMax`，及其它 count 字段  
+
+更新 `to_list_kwargs()` 把新字段传入 CRUD。
+
+- [ ] **Step 2: 扩展 `PoolCustomerListBody`**
+
+与客户列筛字段对齐（或嵌入/复用同一套 Optional 字段）；`list_pool` / export 映射到同一 kwargs，并强制公海视图。
+
+- [ ] **Step 3: `list_customers` 调用 builder**
+
+在现有 keyword / view_mode / 旧单值过滤之后（或用 builder 替换重复单值逻辑）：
+
+```python
+for expr in build_customer_column_filters(...):
+    q = q.filter(expr)
+```
+
+注意：`statusIn` 与 `view_mode` 冲突时仍 AND；公海路径保持 `status=pool`（或 view_mode=pool），列上再筛 status 时需产品可接受（公海页可不挂 status 漏斗或禁用与 pool 冲突的选项）——**公海页 status 列若恒为公海，漏斗可仍挂 enum，选非 pool 则结果为空，属预期。**
+
+- [ ] **Step 4: 确认 export 使用同一 kwargs**
+
+读 `backend/app/api/crm.py` 中 customer export / pool export，确保 body → `to_list_kwargs` → `list_customers`，无旁路旧过滤。
+
+- [ ] **Step 5: 跑相关单测 + Commit**
+
+```bash
+PYTHONPATH=. pytest tests/test_crm_customer_list_filters.py -v
+git add backend/app/schemas/crm/customer.py backend/app/schemas/crm/customer_pool.py \
+  backend/app/crud/crm/customer.py backend/app/api/crm.py
+git commit -m "feat(crm): wire customer and pool list filters to column params."
+```
+
+---
+
+### Task 4: 客户管理页 UI
+
+**Files:**
+- Modify: `web-admin/src/views/crm/customer/index.vue`
+
+- [ ] **Step 1: 删除 `filter-block` 模板与 `searchForm` / `dateRange` 驱动的顶部搜索**
+
+保留：`el-tabs`、`ListQuickSearchInput`、工具栏。
+
+- [ ] **Step 2: 增加 `columnFilterDefs` + `useServerColumnFilters`**
+
+按 spec 为每列声明 type；字典列：
+
+```typescript
+enumOptions: dictStore.getOptions('crm_customer_type').map(...)
+```
+
+创建时间：
+
+```typescript
+{
+  prop: 'createTime',
+  type: 'datetime',
+  queryKeyFrom: 'beginTime',
+  queryKeyTo: 'endTime'
+}
+```
+
+其它日期用默认 `${prop}From`/`To`（与后端 alias 一致，如 `lastTimeFrom`）。
+
+- [ ] **Step 3: 各业务列 header 挂 `ColumnHeaderFilter`**
+
+模式同报销申请；enum 传 `enumOptionsFor(prop)`；text 不传 options。
+
+- [ ] **Step 4: `buildListParams` / 查询**
+
+```typescript
+function buildListParams() {
+  return {
+    page: pagination.page,
+    pageSize: pagination.pageSize,
+    viewMode: activeView.value,
+    keyword: quickSearchKeyword.value.trim() || undefined,
+    ...toQueryParams()
+  }
+}
+```
+
+列变更 `onChange` → `page=1` 再 `loadList`。  
+`watchVisibleColumns`；`handleResetColumns` = `resetToDefault` + `resetToInitial`。  
+导出 `get-filter-params` 用同一套（不含 page 或按现网导出约定）。
+
+- [ ] **Step 5: 工具栏「清空列过滤」按钮**（`hasActiveFilters` 时显示）
+
+- [ ] **Step 6: Commit**
+
+```bash
+git add web-admin/src/views/crm/customer/index.vue
+git commit -m "feat(crm): server column filters on customer list."
+```
+
+---
+
+### Task 5: 客户公海页 UI
+
+**Files:**
+- Modify: `web-admin/src/views/crm/customer/pool/index.vue`
+
+- [ ] **Step 1–5:** 与客户页同模式：去 `filter-block`；`columnFilterDefs`（可抽共享常量到 `web-admin/src/views/crm/customer/columnFilterDefs.ts` 若两页重复过多——**允许**新建该文件以 DRY）；无 Tab；请求 `fetchPoolCustomerList`；导出同参。
+
+- [ ] **Step 6: Commit**
+
+```bash
+git add web-admin/src/views/crm/customer/pool/index.vue \
+  web-admin/src/views/crm/customer/columnFilterDefs.ts  # 若创建
+git commit -m "feat(crm): server column filters on customer pool list."
+```
+
+- [ ] **Step 7: 更新图谱**
+
+```bash
+./scripts/update-graph.sh all
+```
+
+---
+
+## Spec 覆盖自检
+
+| Spec | Task |
+|------|------|
+| queryKey 通用化 + 报销回归 | Task 1 |
+| 后端 *In / 文本 / 日期 / 数字 | Task 2–3 |
+| 客户去顶部筛 + 漏斗 + Tab/快捷搜索 | Task 4 |
+| 公海同上 | Task 5 |
+| 藏列清条件、导出同参 | Task 4–5 |
+| 弹窗/其它 CRM | 不做 |
+
+---
+
+## 执行交接
+
+Plan complete and saved to `docs/superpowers/plans/2026-09-06-crm-customer-server-column-filters.md`.
+
+**两种执行方式：**
+
+1. **Subagent-Driven（推荐）** — 每任务单独子代理，任务间复查  
+2. **Inline Execution** — 本会话连续执行
+
+选哪一种？