feat: add CRM lead assignment strategies

README.md

@@ -18,7 +18,7 @@
 - 平台后台能力：租户管理、SaaS 套餐、订阅、账单、服务费收款、用量记录、公共题库授权。
 - 公共题库商业化能力：租户可采纳平台授权题库为本租户副本，并可手动或由 worker 自动同步平台新增/更新题目；同步会保护租户自改题目，返回冲突而不覆盖，后台可查询冲突明细。
 - 题库导出能力：租户内容编辑可按题目集合、内容入口或分类节点导出 JSON、`paper_json`、打印 payload、PDF、Word 和每日一练图片 ZIP 素材包，后端强制租户隔离、答案/解析开关、复合题子题脱敏、导出 job 和审计；PDF/Word/ZIP 由 exports worker 生成水印文件或运营素材并发布到 `content_assets`；`daily_practice` 支持每日一练九宫格 metadata、PDF/Word 版式、9 张 PNG/SVG 卡片和拼图包。
-- 销售/代理/CRM 增长链路：邀请码、扫码/分享事件、首绑客资保护、销售统计、团队关系、CRM 配置和队列。
+- 销售/代理/CRM 增长链路：邀请码、扫码/分享事件、首绑客资保护、销售统计、团队关系、CRM 配置、跟进分配策略和队列。
 - `apps/worker` 后台任务进程：CRM webhook 队列消费、generic/钉钉/飞书/企微机器人发送、签名、失败重试和日志；commerce worker 可补偿查询微信/支付宝支付和退款状态；assets worker 可复检托管资源元数据、执行内置安全扫描并自动下架异常资源；imports worker 可执行大批量导入；public-banks worker 可自动同步公共题库采纳副本；exports worker 可渲染 PDF/Word 导出文件和每日一练 ZIP 图片素材包。
 - 销售/代理分佣结算基础闭环：租户默认比例、成员比例、激活码批次比例、订单/激活码归因、结算单生成、审核、线下打款状态和权限隔离。
 - 订单售后基础闭环：退款请求、审核、处理状态流、微信/支付宝发起退款、微信/支付宝退款查询确认、微信/支付宝退款通知 webhook、退款金额累计、部分/全额退款订单状态、全额退款权益撤销、退款事件和审计日志。
@@ -33,7 +33,7 @@
 - OSS/COS/Supabase Storage 上传下载签名 provider 已接入；上传后校验、PDF/图片预览、资源访问事件、动态水印上下文、锁定资源 CDN 边界、资源复检 worker、内置 `metadata_rules` 安全扫描和外部 HTTP 杀毒/内容安全 scanner 接入层已完成。生产还要配置真实扫描服务 endpoint/token，并继续补转码/CDN 级水印、CDN 刷新和对象生命周期策略。
 - Excel/CSV 导入解析已完成并复用 `content_import_jobs/items/issues` 管线；大批量异步导入 worker 基础已接入，支持 queued job 消费、重试和审计；导入后复检、模板下载和字段映射 API 已完成，前端 UI 待接。
 - 题库导出已完成服务端结构化 payload、PDF/Word 二进制 worker、每日一练基础导出和每日一练 ZIP 图片素材包；后续还要补更精细试卷模板、多模板排版和导出操作台体验。
-- 勋章管理/手动发放已可联调；自动发放规则、积分活动联动、分佣真实打款、结算导出、发票/凭证、CRM 轮询/定向分配、富卡片模板、失败告警、销售转化看板、公共题库版本通知和冲突处理操作台还没完成。
+- 勋章管理/手动发放已可联调；自动发放规则、积分活动联动、分佣真实打款、结算导出、发票/凭证、CRM 富卡片模板、失败告警、死信运营台、销售转化看板、公共题库版本通知和冲突处理操作台还没完成。
 - `apps/taro` 已建立 Taro 4 React 跨端前端地基，包含 H5 学生端、租户后台、平台后台三套构建入口、租户解析、统一 API client 和 Supabase Auth client 初始化；学生端第一批页面已接入登录、首页、题库、练习、背单词、知识手册、分数线、资料和个人中心；租户后台第一批页面已接入工作台、数据看板、学生/班级、题库内容、营销中心和租户设置，设置页已接主题模板、草稿预览/发布、角色模板和成员绑定第一版；平台后台已接入工作台、租户管理、账务中心、公共题库授权，以及创建租户、状态变更、订阅、账单、收款、用量和题库授权第一版写操作。
 - 根目录已清理为新 Supabase SaaS monorepo 编排层；旧 PocketBase/React 项目和旧构建产物仅保留在 `参考/` 目录作为迁移参考，不进入 Git 提交。
 

apps/api/src/features/referral/routes.ts

@@ -11,6 +11,8 @@ type JsonBody = Record<string, unknown>;
 const REFERRAL_CODE_ALPHABET = 'ABCDEFGHJKLMNPQRSTUVWXYZ23456789';
 const EVENT_TYPES = ['enter', 'register', 'purchase', 'share', 'scan', 'manual_bind'];
 const TRACK_SOURCES = ['share', 'qrcode', 'timeline', 'miniapp', 'h5', 'manual', 'unknown'];
+const CRM_ASSIGNMENT_MODES = ['none', 'direct', 'round_robin', 'referrer'];
+const CRM_ASSIGNABLE_ROLES = ['tenant_owner', 'tenant_admin', 'tenant_operator', 'teacher', 'sales', 'agent'];
 
 function nullableString(value: unknown) {
   return typeof value === 'string' && value.trim() ? value.trim() : null;
@@ -28,6 +30,19 @@ function optionalChoice(value: unknown, allowed: string[], fallback: string) {
   return candidate;
 }
 
+function stringArray(value: unknown) {
+  if (!Array.isArray(value)) return [];
+  const seen = new Set<string>();
+  const items: string[] = [];
+  for (const item of value) {
+    const normalized = typeof item === 'string' ? item.trim() : '';
+    if (!normalized || seen.has(normalized)) continue;
+    seen.add(normalized);
+    items.push(normalized);
+  }
+  return items;
+}
+
 function normalizeCode(code: string) {
   return code.replace(/\s+/g, '').toUpperCase();
 }
@@ -65,6 +80,169 @@ async function userHasTenantMembership(client: pg.PoolClient, tenantId: string,
   return Boolean(result.rows[0]);
 }
 
+async function tenantMemberForCrmAssignment(client: pg.PoolClient, tenantId: string, userId: string) {
+  const result = await client.query<{ userId: string; role: string; name: string | null; username: string | null }>(
+    `
+    select tm.user_id as "userId", tm.role, u.name, u.username
+    from public.tenant_memberships tm
+    join public.platform_users u on u.id = tm.user_id
+    where tm.tenant_id = $1
+      and tm.user_id = $2
+      and tm.status = 'active'
+      and tm.role = any($3::text[])
+    limit 1
+    `,
+    [tenantId, userId, CRM_ASSIGNABLE_ROLES],
+  );
+  return result.rows[0] || null;
+}
+
+async function validateCrmAssignmentPool(client: pg.PoolClient, tenantId: string, pool: string[], mode: string) {
+  if (!pool.length) {
+    if (mode === 'direct' || mode === 'round_robin') {
+      throw new HttpError(400, 'assignmentPool is required for this CRM assignment mode', 'CRM_ASSIGNMENT_POOL_REQUIRED');
+    }
+    return [];
+  }
+  if (pool.length > 100) {
+    throw new HttpError(400, 'assignmentPool cannot contain more than 100 members', 'CRM_ASSIGNMENT_POOL_TOO_LARGE');
+  }
+
+  const rows = await client.query<{ userId: string }>(
+    `
+    select tm.user_id as "userId"
+    from public.tenant_memberships tm
+    where tm.tenant_id = $1
+      and tm.user_id = any($2::uuid[])
+      and tm.status = 'active'
+      and tm.role = any($3::text[])
+    `,
+    [tenantId, pool, CRM_ASSIGNABLE_ROLES],
+  );
+  const valid = new Set(rows.rows.map(row => row.userId));
+  const invalid = pool.filter(userId => !valid.has(userId));
+  if (invalid.length) {
+    throw new HttpError(400, 'CRM assignment pool contains users outside the tenant or unsupported roles', 'CRM_ASSIGNMENT_POOL_INVALID');
+  }
+  return pool;
+}
+
+async function crmAssignmentPoolMembers(client: pg.PoolClient, tenantId: string, pool: unknown) {
+  const ids = stringArray(pool);
+  if (!ids.length) return [];
+  const rows = await client.query<{ userId: string; role: string; name: string | null; username: string | null }>(
+    `
+    with pool(user_id, ord) as (
+      select value::uuid, ord
+      from jsonb_array_elements_text($2::jsonb) with ordinality as item(value, ord)
+    )
+    select p.user_id as "userId", tm.role, u.name, u.username
+    from pool p
+    join public.tenant_memberships tm on tm.tenant_id = $1
+      and tm.user_id = p.user_id
+      and tm.status = 'active'
+      and tm.role = any($3::text[])
+    join public.platform_users u on u.id = tm.user_id
+    order by p.ord asc
+    `,
+    [tenantId, JSON.stringify(ids), CRM_ASSIGNABLE_ROLES],
+  );
+  return rows.rows;
+}
+
+async function assignReferralLeadFromCrmConfig(
+  client: pg.PoolClient,
+  input: {
+    tenantId: string;
+    leadId: string;
+    referrerUserId: string | null;
+    actorUserId?: string | null;
+    trigger: string;
+  },
+) {
+  const cfg = await client.query<{
+    assignmentMode: string;
+    assignmentPool: unknown;
+    assignmentCursor: number;
+  }>(
+    `
+    select assignment_mode as "assignmentMode",
+           assignment_pool as "assignmentPool",
+           assignment_cursor as "assignmentCursor"
+    from public.crm_config
+    where tenant_id = $1
+    limit 1
+    for update
+    `,
+    [input.tenantId],
+  );
+  const config = cfg.rows[0];
+  const mode = config?.assignmentMode || 'none';
+  if (mode === 'none') return null;
+
+  let assignee: { userId: string; role: string; name: string | null; username: string | null } | null = null;
+  if (mode === 'referrer' && input.referrerUserId) {
+    assignee = await tenantMemberForCrmAssignment(client, input.tenantId, input.referrerUserId);
+  }
+  if (mode === 'direct' || mode === 'round_robin') {
+    const members = await crmAssignmentPoolMembers(client, input.tenantId, config.assignmentPool);
+    if (members.length) {
+      const cursor = Math.max(0, Number(config.assignmentCursor || 0));
+      assignee = mode === 'round_robin' ? members[cursor % members.length] : members[0];
+      if (mode === 'round_robin') {
+        await client.query(
+          'update public.crm_config set assignment_cursor = assignment_cursor + 1, updated_at = now() where tenant_id = $1',
+          [input.tenantId],
+        );
+      }
+    }
+  }
+  if (!assignee) return null;
+
+  const result = await client.query(
+    `
+    update public.referral_leads
+    set assigned_to_user_id = $3::uuid,
+        assignment_mode = $4::text,
+        assigned_at = now(),
+        assigned_by = $5::uuid,
+        metadata = metadata || jsonb_build_object(
+          'crmAssignment',
+          jsonb_build_object(
+            'mode', $4::text,
+            'trigger', $6::text,
+            'assignedToUserId', $3::uuid,
+            'assignedToRole', $7::text,
+            'assignedAt', now()
+          )
+        ),
+        updated_at = now()
+    where tenant_id = $1 and id = $2
+    returning id, student_user_id as "studentUserId", referrer_user_id as "referrerUserId",
+              ref_code::text as "refCode", source, bind_type as "bindType", status,
+              assigned_to_user_id as "assignedToUserId", assignment_mode as "assignmentMode",
+              assigned_at as "assignedAt", assigned_by as "assignedBy",
+              bound_at as "boundAt", created_at as "createdAt", updated_at as "updatedAt"
+    `,
+    [input.tenantId, input.leadId, assignee.userId, mode, input.actorUserId || null, input.trigger, assignee.role],
+  );
+
+  await client.query(
+    `
+    insert into public.audit_logs (tenant_id, actor_user_id, action, target_type, target_id, details)
+    values ($1, $2, 'crm.lead.assigned', 'referral_leads', $3, $4::jsonb)
+    `,
+    [
+      input.tenantId,
+      input.actorUserId || null,
+      input.leadId,
+      JSON.stringify({ mode, trigger: input.trigger, assignedToUserId: assignee.userId, assignedToRole: assignee.role }),
+    ],
+  );
+
+  return { item: result.rows[0], assignee: { ...assignee, mode } };
+}
+
 async function resolveReferralCode(tenantId: string, code: string) {
   return queryOne<{
     code: string;
@@ -181,12 +359,24 @@ async function enqueueCrmLead(
   const lead = await client.query<{
     ref_code: string | null;
     referrer_user_id: string | null;
+    assigned_to_user_id: string | null;
+    assignment_mode: string | null;
     bound_at: string;
+    assignee_name: string | null;
+    assignee_username: string | null;
+    assignee_role: string | null;
   }>(
     `
-    select ref_code::text, referrer_user_id, bound_at
+    select rl.ref_code::text, rl.referrer_user_id, rl.assigned_to_user_id,
-    from public.referral_leads
+           rl.assignment_mode, rl.bound_at,
-    where tenant_id = $1 and id = $2
+           assignee.name as assignee_name, assignee.username as assignee_username,
+           assignee_tm.role as assignee_role
+    from public.referral_leads rl
+    left join public.platform_users assignee on assignee.id = rl.assigned_to_user_id
+    left join public.tenant_memberships assignee_tm on assignee_tm.tenant_id = rl.tenant_id
+      and assignee_tm.user_id = rl.assigned_to_user_id
+      and assignee_tm.status = 'active'
+    where rl.tenant_id = $1 and rl.id = $2
     limit 1
     `,
     [input.tenantId, input.leadId],
@@ -209,6 +399,12 @@ async function enqueueCrmLead(
       referrerUserId: lead.rows[0]?.referrer_user_id || null,
       boundAt: lead.rows[0]?.bound_at || null,
     },
+    assignee: lead.rows[0]?.assigned_to_user_id ? {
+      id: lead.rows[0].assigned_to_user_id,
+      name: lead.rows[0].assignee_name || lead.rows[0].assignee_username || null,
+      role: lead.rows[0].assignee_role || null,
+      assignmentMode: lead.rows[0].assignment_mode || null,
+    } : null,
     metadata: input.metadata || {},
   };
 
@@ -270,12 +466,16 @@ async function bindReferralLead(
     id: string;
     referrerUserId: string | null;
     refCode: string | null;
+    assignedToUserId: string | null;
+    assignmentMode: string | null;
+    assignedAt: string | null;
     status: string;
     boundAt: string;
   }>(
     `
     select id, referrer_user_id as "referrerUserId", ref_code::text as "refCode",
-           status, bound_at as "boundAt"
+           assigned_to_user_id as "assignedToUserId", assignment_mode as "assignmentMode",
+           assigned_at as "assignedAt", status, bound_at as "boundAt"
     from public.referral_leads
     where tenant_id = $1 and student_user_id = $2
     limit 1
@@ -305,6 +505,8 @@ async function bindReferralLead(
                   updated_at = now()
     returning id, student_user_id as "studentUserId", referrer_user_id as "referrerUserId",
               ref_code::text as "refCode", source, bind_type as "bindType", status,
+              assigned_to_user_id as "assignedToUserId", assignment_mode as "assignmentMode",
+              assigned_at as "assignedAt", assigned_by as "assignedBy",
               bound_at as "boundAt", created_at as "createdAt", updated_at as "updatedAt"
     `,
     [
@@ -326,7 +528,15 @@ async function bindReferralLead(
     );
   }
 
-  return { item: result.rows[0], bound: true, protected: false };
+  const assignment = await assignReferralLeadFromCrmConfig(client, {
+    tenantId: input.tenantId,
+    leadId: result.rows[0].id,
+    referrerUserId: result.rows[0].referrerUserId,
+    actorUserId: typeof input.metadata?.operatorUserId === 'string' ? input.metadata.operatorUserId : null,
+    trigger: input.bindType || 'first_touch',
+  });
+
+  return { item: assignment?.item || result.rows[0], assignment: assignment?.assignee || null, bound: true, protected: false };
 }
 
 function crmPermission(auth: TenantAdminAuth) {
@@ -561,6 +771,7 @@ export async function referralSalesStatsRoute(ctx: RequestContext) {
     lead_stats as (
       select referrer_user_id,
              count(*)::int as lead_count,
+             count(*) filter (where assigned_to_user_id is not null)::int as assigned_lead_count,
              count(*) filter (where exists (
                select 1 from public.orders o
                where o.tenant_id = rl.tenant_id
@@ -587,6 +798,7 @@ export async function referralSalesStatsRoute(ctx: RequestContext) {
     select r.user_id as "referrerUserId", r.role, r.username, r.name, r.phone,
            r.code as "inviteCode",
            coalesce(ls.lead_count, 0) as "leadCount",
+           coalesce(ls.assigned_lead_count, 0) as "assignedLeadCount",
            coalesce(ls.paid_lead_count, 0) as "paidLeadCount",
            coalesce(os.paid_amount_cents, 0)::text as "paidAmountCents",
            coalesce(ts.track_count, 0) as "trackCount"
@@ -632,6 +844,10 @@ export async function referralSalesClientsRoute(ctx: RequestContext) {
     source: string | null;
     bindType: string;
     status: string;
+    assignedToUserId: string | null;
+    assignedToName: string | null;
+    assignmentMode: string | null;
+    assignedAt: string | null;
     boundAt: string;
     paidAmountCents: string;
     lastPaidAt: string | null;
@@ -640,16 +856,21 @@ export async function referralSalesClientsRoute(ctx: RequestContext) {
     select rl.id, rl.student_user_id as "studentUserId",
            u.username, u.name, u.phone, u.email::text as email,
            rl.referrer_user_id as "referrerUserId", rl.ref_code::text as "refCode",
-           rl.source, rl.bind_type as "bindType", rl.status, rl.bound_at as "boundAt",
+           rl.source, rl.bind_type as "bindType", rl.status,
+           rl.assigned_to_user_id as "assignedToUserId",
+           coalesce(assignee.name, assignee.username) as "assignedToName",
+           rl.assignment_mode as "assignmentMode", rl.assigned_at as "assignedAt",
+           rl.bound_at as "boundAt",
            coalesce(sum(o.amount_cents) filter (where o.status = 'paid'), 0)::text as "paidAmountCents",
            max(o.paid_at) filter (where o.status = 'paid') as "lastPaidAt"
     from public.referral_leads rl
     join public.platform_users u on u.id = rl.student_user_id
+    left join public.platform_users assignee on assignee.id = rl.assigned_to_user_id
     left join public.orders o on o.tenant_id = rl.tenant_id and o.user_id = rl.student_user_id
     where rl.tenant_id = $1
       and rl.referrer_user_id = $2
       and rl.status = 'protected'
-    group by rl.id, u.id
+    group by rl.id, u.id, assignee.id
     order by rl.bound_at desc
     limit $3
     `,
@@ -823,6 +1044,10 @@ export async function crmConfigRoute(ctx: RequestContext) {
     `
     select id, enabled, url, secret_ref as "secretRef", form_name as "formName",
            exam_type as "examType", timeout_sec as "timeoutSec", delay_sec as "delaySec",
+           assignment_mode as "assignmentMode",
+           assignment_pool as "assignmentPool",
+           assignment_cursor as "assignmentCursor",
+           assignment_config as "assignmentConfig",
            created_at as "createdAt", updated_at as "updatedAt"
     from public.crm_config
     where tenant_id = $1
@@ -838,8 +1063,12 @@ export async function upsertCrmConfigRoute(ctx: RequestContext) {
   requireTenantPermission(auth, 'crm:write');
   const body = await readJsonBody(ctx);
   const secretRef = optionalString(body, 'secretRef') || (body.secret ? 'app_private.tenant_secrets:crm:webhook' : null);
+  const assignmentMode = optionalChoice(body.assignmentMode, CRM_ASSIGNMENT_MODES, 'none');
+  const assignmentPool = stringArray(body.assignmentPool);
+  const assignmentConfig = objectValue(body.assignmentConfig);
 
   const item = await transaction(async client => {
+    const validAssignmentPool = await validateCrmAssignmentPool(client, auth.tenantId, assignmentPool, assignmentMode);
     if (body.secret && typeof body.secret === 'string') {
       await client.query(
         `
@@ -858,9 +1087,10 @@ export async function upsertCrmConfigRoute(ctx: RequestContext) {
     const result = await client.query(
       `
       insert into public.crm_config (
-        tenant_id, enabled, url, secret_ref, form_name, exam_type, timeout_sec, delay_sec
+        tenant_id, enabled, url, secret_ref, form_name, exam_type, timeout_sec, delay_sec,
+        assignment_mode, assignment_pool, assignment_config
       )
-      values ($1, $2, $3, $4, $5, $6, $7, $8)
+      values ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10::jsonb, $11::jsonb)
       on conflict (tenant_id)
       do update set enabled = excluded.enabled,
                     url = excluded.url,
@@ -869,9 +1099,14 @@ export async function upsertCrmConfigRoute(ctx: RequestContext) {
                     exam_type = excluded.exam_type,
                     timeout_sec = excluded.timeout_sec,
                     delay_sec = excluded.delay_sec,
+                    assignment_mode = excluded.assignment_mode,
+                    assignment_pool = excluded.assignment_pool,
+                    assignment_config = excluded.assignment_config,
                     updated_at = now()
       returning id, enabled, url, secret_ref as "secretRef", form_name as "formName",
                 exam_type as "examType", timeout_sec as "timeoutSec", delay_sec as "delaySec",
+                assignment_mode as "assignmentMode", assignment_pool as "assignmentPool",
+                assignment_cursor as "assignmentCursor", assignment_config as "assignmentConfig",
                 updated_at as "updatedAt"
       `,
       [
@@ -883,6 +1118,21 @@ export async function upsertCrmConfigRoute(ctx: RequestContext) {
         optionalString(body, 'examType') || '成人本科',
         Number(body.timeoutSec || 10),
         Number(body.delaySec || 60),
+        assignmentMode,
+        JSON.stringify(validAssignmentPool),
+        JSON.stringify(assignmentConfig),
+      ],
+    );
+    await client.query(
+      `
+      insert into public.audit_logs (tenant_id, actor_user_id, action, target_type, target_id, details)
+      values ($1, $2, 'crm.config.updated', 'crm_config', $3, $4::jsonb)
+      `,
+      [
+        auth.tenantId,
+        auth.userId,
+        result.rows[0].id,
+        JSON.stringify({ enabled: body.enabled === true, assignmentMode, assignmentPoolSize: validAssignmentPool.length }),
       ],
     );
     return result.rows[0];

apps/taro/src/pages/tenant-admin/marketing/index.tsx

@@ -62,7 +62,17 @@ export default function TenantMarketingPage() {
   const [commissionOrders, setCommissionOrders] = useState<CommissionOrderItem[]>([]);
   const [settlements, setSettlements] = useState<CommissionSettlementItem[]>([]);
   const [members, setMembers] = useState<TenantMemberItem[]>([]);
-  const [crmForm, setCrmForm] = useState({ enabled: false, url: '', secretRef: '', formName: '刷题题库', examType: '专升本', timeoutSec: '10', delaySec: '60' });
+  const [crmForm, setCrmForm] = useState({
+    enabled: false,
+    url: '',
+    secretRef: '',
+    formName: '刷题题库',
+    examType: '专升本',
+    timeoutSec: '10',
+    delaySec: '60',
+    assignmentMode: 'none' as 'none' | 'direct' | 'round_robin' | 'referrer',
+    assignmentPoolText: '',
+  });
   const [commissionForm, setCommissionForm] = useState({ defaultRatePercent: '20', minSettlementYuan: '0', settlementCycle: 'monthly' });
   const [period, setPeriod] = useState({ startDate: monthStart(), endDate: today(), referrerUserId: '' });
   const [memberRate, setMemberRate] = useState({ userId: '', ratePercent: '' });
@@ -112,6 +122,8 @@ export default function TenantMarketingPage() {
           examType: nextCrm.examType || '专升本',
           timeoutSec: String(nextCrm.timeoutSec || 10),
           delaySec: String(nextCrm.delaySec || 60),
+          assignmentMode: nextCrm.assignmentMode || 'none',
+          assignmentPoolText: (nextCrm.assignmentPool || []).join(','),
         });
       }
       if (nextSettings) {
@@ -142,6 +154,8 @@ export default function TenantMarketingPage() {
         examType: crmForm.examType.trim() || '专升本',
         timeoutSec: Math.max(1, Math.trunc(Number(crmForm.timeoutSec || 10))),
         delaySec: Math.max(0, Math.trunc(Number(crmForm.delaySec || 60))),
+        assignmentMode: crmForm.assignmentMode,
+        assignmentPool: crmForm.assignmentPoolText.split(',').map(item => item.trim()).filter(Boolean),
       });
       setCrmConfig(result.item || null);
       Taro.showToast({ title: 'CRM 已保存', icon: 'success' });
@@ -304,6 +318,18 @@ export default function TenantMarketingPage() {
             <Input className='admin-input' placeholder='考试类型' value={crmForm.examType} onInput={event => setCrmForm(prev => ({ ...prev, examType: String(event.detail.value || '') }))} />
             <Input className='admin-input' type='number' placeholder='超时秒数' value={crmForm.timeoutSec} onInput={event => setCrmForm(prev => ({ ...prev, timeoutSec: String(event.detail.value || '') }))} />
             <Input className='admin-input' type='number' placeholder='延迟推送秒数' value={crmForm.delaySec} onInput={event => setCrmForm(prev => ({ ...prev, delaySec: String(event.detail.value || '') }))} />
+            <View className='admin-actions compact'>
+              {(['none', 'referrer', 'direct', 'round_robin'] as const).map(mode => (
+                <Button
+                  key={mode}
+                  className={`admin-button ${crmForm.assignmentMode === mode ? 'active' : ''}`}
+                  onClick={() => setCrmForm(prev => ({ ...prev, assignmentMode: mode }))}
+                >
+                  {mode === 'none' ? '不分配' : mode === 'referrer' ? '归属人跟进' : mode === 'direct' ? '固定负责人' : '轮询分配'}
+                </Button>
+              ))}
+            </View>
+            <Input className='admin-input' placeholder='负责人用户ID，多个用英文逗号分隔' value={crmForm.assignmentPoolText} onInput={event => setCrmForm(prev => ({ ...prev, assignmentPoolText: String(event.detail.value || '') }))} />
           </View>
           <View className='admin-actions compact'>
             <Button className='admin-button primary' loading={busy === 'crm'} onClick={saveCrmConfig}>保存 CRM</Button>
@@ -312,6 +338,15 @@ export default function TenantMarketingPage() {
           <View className='admin-row'>
             <Text className='admin-row-main'>{crmConfig?.enabled ? 'CRM 已启用' : 'CRM 未启用'}</Text>
             <Text className='admin-row-meta'>{crmConfig?.url || '未配置 URL'} · {crmConfig?.secretRef || '未配置 secretRef'}</Text>
+            <Text className='admin-row-meta'>分配策略 {crmConfig?.assignmentMode || 'none'} · 候选 {crmConfig?.assignmentPool?.length || 0} 人 · 游标 {crmConfig?.assignmentCursor || 0}</Text>
+          </View>
+          <View className='admin-list compact'>
+            {salesMembers.slice(0, 8).map(item => (
+              <View className='admin-row' key={item.userId}>
+                <Text className='admin-row-main'>{item.name || item.username || item.userId}</Text>
+                <Text className='admin-row-meta'>{item.role} · {item.userId}</Text>
+              </View>
+            ))}
           </View>
         </View>
 

apps/taro/src/services/tenantAdmin.ts

@@ -421,6 +421,10 @@ export interface CrmConfigItem {
   examType?: string | null;
   timeoutSec?: number;
   delaySec?: number;
+  assignmentMode?: 'none' | 'direct' | 'round_robin' | 'referrer';
+  assignmentPool?: string[];
+  assignmentCursor?: number;
+  assignmentConfig?: Record<string, unknown>;
   updatedAt?: string;
 }
 
@@ -1017,6 +1021,9 @@ export async function upsertCrmConfig(input: {
   examType?: string | null;
   timeoutSec?: number;
   delaySec?: number;
+  assignmentMode?: 'none' | 'direct' | 'round_robin' | 'referrer';
+  assignmentPool?: string[];
+  assignmentConfig?: Record<string, unknown>;
 }) {
   return apiRequest<{ item?: CrmConfigItem }>('/api/crm/config', {
     method: 'PUT',

docs/refactor/backend-capability-status.md

@@ -153,9 +153,9 @@
 | 首绑客资保护 | 可联调 | `/api/referral/bind` |
 | 手工补绑 | 可联调 | 需要 `referral:write` |
 | 销售统计/客户列表/团队 | 可联调 | `/api/referral/sales-*`、`team` |
-| CRM 配置/队列 | 可联调 | `/api/crm/config`、`/api/crm/queue` |
+| CRM 配置/队列 | 可联调 | `/api/crm/config`、`/api/crm/queue`；CRM 配置支持 `none/direct/round_robin/referrer` 客资跟进分配策略、租户内候选成员校验、轮询游标、分配审计，客资首绑成功后会写入 `assignedToUserId` 并进入队列 payload |
 | CRM webhook worker | 可联调 | `apps/worker` 已支持 generic webhook、钉钉、飞书、企微群机器人消息体/签名、到期任务消费、失败退避重试、最终失败、discarded 和 `crm_webhook_log` |
-| CRM 增强 | 待补齐 | 轮询/定向分配策略、富卡片模板、失败告警、死信运营后台和批量 CRM 推送 |
+| CRM 增强 | 待补齐 | 富卡片模板、失败告警、死信运营后台、批量 CRM 推送和更细销售转化看板 |
 | 分佣结算基础闭环 | 可联调 | `/api/commission/settings`、`member-rate`、`summary`、`orders`、`settlements`、`settlements/generate`、`settlements/status`；支持订单/激活码归因、批次/成员/默认比例优先级、北京时间账期、结算单生成、审核、打款状态、已打款锁定、销售/代理本人范围和租户隔离 |
 | 分佣打款增强 | 待补齐 | 银行/微信/支付宝真实打款、结算导出、发票/凭证、财务复核和分佣看板 |
 

docs/refactor/legacy-feature-gap-matrix.md

@@ -65,7 +65,7 @@
 | 知识手册维护 | 已覆盖 | subject/chapter/entry CRUD 和导入已有 |
 | 分数线维护 | 已覆盖 | 字段/院校/专业/记录 CRUD 和 JSON 批量导入已有 |
 | 视频维护/绑定 | 已覆盖 | video CRUD、question-video 绑定和视频 JSON 批量导入已有 |
-| CRM 配置和队列 | 部分覆盖 | 配置/队列已有；钉钉/飞书/企微真实发送 worker、签名、重试、死信待补 |
+| CRM 配置和队列 | 部分覆盖 | 配置/队列、`none/direct/round_robin/referrer` 跟进分配策略、钉钉/飞书/企微 worker、签名和重试已有；富卡片模板、失败告警、死信运营台和批量推送待补 |
 | 对象存储配置 | 部分覆盖 | 系统 env provider、上传签名、上传确认、预览下载签名、资源访问审计、水印 traceId、内置安全扫描和外部 HTTP scanner 接入层已有；租户级存储策略、CDN/转码级水印/真实 AV 服务联调待补 |
 
 ## 平台 SaaS 后台功能
@@ -101,7 +101,7 @@
 4. 题库导出：服务端 JSON/试卷 payload、PDF/Word 二进制生成、水印、资料发布路径、权限审计、答案脱敏、每日一练基础导出和图片 ZIP 素材包已补；仍缺更精细试卷模板和后台导出操作台体验。
 5. 导入扩展：题目/单词/知识手册/分数线/视频已支持 JSON、CSV 和 Excel 预览导入，并可用 `executionMode=async` 进入 imports worker；导入后复检、导入任务详情、模板下载按钮、字段映射 API、Taro 字段别名编辑、异步轮询和 PocketBase JSON dry-run 报告已补，仍缺真实数据执行验收。
 6. 公共题库商业化：平台公共/地区题库授权、租户快照采纳、手动同步、自动同步 worker、同步通知、冲突查询、租户自改冲突保护和单条/批量冲突处理已完成基础闭环；还需生产定时调度、失败告警和更完整运营后台消息。
-7. CRM/销售结算：CRM worker、分佣规则、结算单、审核和打款状态基础闭环已完成；仍缺轮询/定向分配、打款导出、凭证和销售结算看板。
+7. CRM/销售结算：CRM worker、跟进分配策略、分佣规则、结算单、审核和打款状态基础闭环已完成；仍缺富卡片模板、失败告警、死信运营台、打款导出、凭证和销售结算看板。
 8. 题目反馈增强：处理通知、消息提醒、问题聚合统计和内容修复闭环。
 9. 积分活动增强：积分兑换、活动任务、连续签到奖励规则和风控。
 10. 勋章增强：后台维护和手动发放已有；仍缺按学习行为、签到、积分、活动任务自动发放，以及发放通知。

docs/refactor/next-development-todo.md

@@ -12,7 +12,7 @@
 - 租户后台 API：品牌、域名、设置、支付账户、登录 provider、私密密钥、活动、考试日期、题目反馈处理、激活码、优惠券、勋章管理/发放、成员权限、审计、内容管理、班级/教师/学生、学生批量导入、批量分班、学生备注、跟进任务。
 - 租户主题系统：平台默认经典蓝、专注绿、高对比三套模板，租户可保存草稿、发布主题，公开租户解析只返回已发布主题，Taro 租户设置页已接第一版主题操作台。
 - 平台后台 API：租户、SaaS 套餐、订阅、账单、服务费收款、用量。
-- 销售/代理/CRM 增长链路：邀请码、扫码事件、首绑保护、团队、统计、CRM 配置/队列、CRM worker、分佣规则、成员比例、订单/激活码归因、结算生成、审核和打款状态；Taro 租户营销中心已接第一版操作台。
+- 销售/代理/CRM 增长链路：邀请码、扫码事件、首绑保护、团队、统计、CRM 配置/队列、`none/direct/round_robin/referrer` 跟进分配策略、CRM worker、分佣规则、成员比例、订单/激活码归因、结算生成、审核和打款状态；Taro 租户营销中心已接第一版操作台。
 - 内容导航：`content_entries/content_nodes` 支持任意深度入口和分类。
 - 练习组卷：`question_collections/practice_blueprints` 支持顺序、随机、全真模拟快照。
 - 模考报告与学习统计：`practice_session_reports/practice_session_report_sections` 支持交卷、评分、题型/小节统计、错题解析汇总和历史查询；`/api/learning/stats`、`trend`、`practice-sessions/history`、`wrong-questions/review-plan` 可支撑个人中心和学习报告基础页。
@@ -160,7 +160,8 @@
 
 3. CRM worker
    - 已完成 `apps/worker` CRM 队列消费、generic webhook、钉钉、飞书、企业微信机器人 adapter、签名、失败重试和日志。
-   - 继续补轮询/定向分配、富卡片模板、失败告警、死信运营后台和批量 CRM 推送。
+   - 已完成 CRM 配置中的跟进分配策略：`none/direct/round_robin/referrer`，后端校验候选人必须是当前租户内 active 的销售/代理/运营/教师/管理员，首绑客资后写入 `assignedToUserId` 并把 assignee 放进 CRM 队列 payload。
+   - 继续补富卡片模板、失败告警、死信运营后台和批量 CRM 推送。
 
 4. 运维
    - 后台操作审计报表。
@@ -224,7 +225,7 @@
 
 ## 推荐下一步顺序
 
-1. 补租户后台写操作台：公共题库采纳/同步、冲突查看、单条/批量冲突采纳平台或保留本地、导入问题、模板预览/下载、上传/粘贴 preview/import、字段映射编辑、异步导入轮询、导入后复检详情、权限驱动工作台、学生创建/更新/批量导入/批量分班/备注/跟进、角色模板配置、成员绑定模板、CRM 配置/队列、分佣规则/成员比例/结算生成审核打款已接第一版；继续补成员批量运营、更细数据范围 UI、真实打款/导出/凭证。
+1. 补租户后台写操作台：公共题库采纳/同步、冲突查看、单条/批量冲突采纳平台或保留本地、导入问题、模板预览/下载、上传/粘贴 preview/import、字段映射编辑、异步导入轮询、导入后复检详情、权限驱动工作台、学生创建/更新/批量导入/批量分班/备注/跟进、角色模板配置、成员绑定模板、CRM 配置/队列/跟进分配策略、分佣规则/成员比例/结算生成审核打款已接第一版；继续补成员批量运营、更细数据范围 UI、真实打款/导出/凭证。
 2. 继续补 Taro 学生端旧体验：地区选择、刷题答题卡、后端权威断点续练、本地进度恢复、模拟倒计时、主观题后端自评、阅读理解/案例分析多小题、视频播放、反馈、模考报告、错题/收藏专题、收银台、订单详情和售后入口已接第一版；继续补长题干排版、公式图片混排、小程序支付容器、分享场景和状态管理。
 3. 补平台后台增强：租户详情/编辑、平台审计报表、自动计费、账单批量操作和更细平台权限点。
 4. 云服务器部署 Supabase/PostgreSQL 和 API，配置对象存储生产环境变量，跑 `check:refactor` 的远程等价测试。

docs/refactor/taro-frontend-integration.md

@@ -2122,7 +2122,18 @@ npm run build:taro:h5:platform
 - 勋章：`GET/PUT /api/tenant-admin/badges`、`GET/POST /api/tenant-admin/badge-grants`
 - 考试日期：`GET/PUT /api/tenant-admin/exam-dates`
 - 题目反馈：`GET /api/tenant-admin/feedbacks`、`POST /api/tenant-admin/feedbacks/status`、`GET /api/tenant-admin/feedbacks/events`
-- 销售/代理/CRM 队列、CRM 配置、分佣规则、成员分佣比例、分佣订单、结算单审核和线下打款登记；当前 Taro 租户营销中心已接第一版，真实打款 provider、结算导出、凭证和财务复核后续增强。
+- 销售/代理/CRM 队列、CRM 配置、CRM 跟进分配策略、分佣规则、成员分佣比例、分佣订单、结算单审核和线下打款登记；当前 Taro 租户营销中心已接第一版，真实打款 provider、结算导出、凭证和财务复核后续增强。
+
+CRM 分配策略由后端执行，前端只提交配置：
+
+```json
+{
+  "assignmentMode": "round_robin",
+  "assignmentPool": ["<salesUserId>", "<agentUserId>"]
+}
+```
+
+`assignmentMode` 支持 `none`、`direct`、`round_robin`、`referrer`。后端会校验 `assignmentPool` 中的用户必须是当前租户内 active 的销售、代理、运营、教师或管理员；跨租户成员会返回 `CRM_ASSIGNMENT_POOL_INVALID`。首绑客资成功后，`lead.item.assignedToUserId` 是 CRM 跟进负责人，`lead.item.referrerUserId` 仍是受首绑保护的推广/分佣归属，两者不要在前端混用。CRM 队列 `payload.assignee` 可用于展示推送目标，但前端不能自行改写客资归属或分配游标。
 
 租户后台不应在前端自行决定权限；隐藏菜单只是体验优化，接口仍会校验权限。角色模板用于让租户配置“运营、教师、销售、代理”等自定义后台体验，成员绑定模板后，前端按模板的菜单/模块/字段权限渲染，后端按 permission keys 执行真正的访问控制。班级/学生范围权限由后端根据角色、模板 `dataScope.classIds` 和 `tenant_class_members` 计算，教师默认只能看到自己负责班级。
 

scripts/api-integration-test.js

@@ -6789,11 +6789,28 @@ async function testReferralAndCrmGrowth() {
       formName: '集成测试客资',
       examType: '专升本',
       delaySec: 1,
+      assignmentMode: 'round_robin',
+      assignmentPool: [TENANT_SALES_USER_ID, TENANT_AGENT_USER_ID],
     },
   });
   assert.equal(crmConfig.item?.enabled, true, 'tenant admin should enable CRM config');
+  assert.equal(crmConfig.item?.assignmentMode, 'round_robin', 'CRM config should persist lead assignment mode');
+  assert.deepEqual(crmConfig.item?.assignmentPool, [TENANT_SALES_USER_ID, TENANT_AGENT_USER_ID], 'CRM config should persist assignment pool');
   assert.ok(!JSON.stringify(crmConfig).includes('crm-secret-smoke'), 'CRM config response should not leak secret');
 
+  const invalidCrmAssignment = await request('/api/crm/config', {
+    userId: TENANT_ADMIN_USER_ID,
+    method: 'PUT',
+    body: {
+      enabled: true,
+      url: 'https://crm.example.test/webhook',
+      assignmentMode: 'direct',
+      assignmentPool: [PARTNER_TENANT_ADMIN_USER_ID],
+    },
+    expectStatus: 400,
+  });
+  assert.equal(invalidCrmAssignment.code, 'CRM_ASSIGNMENT_POOL_INVALID', 'CRM assignment pool must reject cross-tenant users');
+
   const tracked = await request('/api/referral/track-event', {
     userId: false,
     method: 'POST',
@@ -6808,6 +6825,8 @@ async function testReferralAndCrmGrowth() {
   assert.equal(tracked.item?.refUserId, TENANT_SALES_USER_ID, 'tracking event should resolve referrer');
   assert.equal(tracked.lead?.bound, true, 'first referral event should bind lead');
   assert.equal(tracked.lead?.item?.referrerUserId, TENANT_SALES_USER_ID, 'lead should be bound to sales user');
+  assert.equal(tracked.lead?.item?.assignedToUserId, TENANT_SALES_USER_ID, 'round-robin should assign first lead to first sales member');
+  assert.equal(tracked.lead?.assignment?.userId, TENANT_SALES_USER_ID, 'track response should expose assignment assignee');
   assert.ok(tracked.crmQueue?.id, 'first lead binding should enqueue CRM task');
 
   const secondBind = await request('/api/referral/bind', {
@@ -6853,6 +6872,7 @@ async function testReferralAndCrmGrowth() {
   });
   assert.equal(manual.lead?.bound, true, 'tenant admin should be able to force manual bind');
   assert.equal(manual.lead?.item?.referrerUserId, TENANT_AGENT_USER_ID, 'manual bind should move lead to agent');
+  assert.equal(manual.lead?.item?.assignedToUserId, TENANT_AGENT_USER_ID, 'round-robin should assign second lead to next pool member');
 
   const qrcode = await request('/api/referral/qrcode', {
     userId: TENANT_AGENT_USER_ID,
@@ -7082,6 +7102,7 @@ async function testReferralAndCrmGrowth() {
     query: { status: 'pending' },
   });
   assert.ok(crmQueue.items?.some(item => item.leadId === manual.lead.item.id || item.leadId === tracked.lead.item.id), 'CRM queue should include referral lead task');
+  assert.ok(crmQueue.items?.some(item => item.payload?.assignee?.id === TENANT_AGENT_USER_ID), 'CRM queue payload should include assigned follow-up user');
   assert.ok(!JSON.stringify(crmQueue).includes('crm-secret-smoke'), 'CRM queue should not leak secret');
 
   const partnerReferralDenied = await request('/api/referral/sales-stats', {

supabase/migrations/202606290026_crm_lead_assignment.sql

@@ -0,0 +1,30 @@
+alter table public.crm_config
+  add column if not exists assignment_mode text not null default 'none',
+  add column if not exists assignment_pool jsonb not null default '[]'::jsonb,
+  add column if not exists assignment_cursor integer not null default 0,
+  add column if not exists assignment_config jsonb not null default '{}'::jsonb;
+
+do $$
+begin
+  if not exists (
+    select 1
+    from pg_constraint
+    where conname = 'crm_config_assignment_mode_check'
+  ) then
+    alter table public.crm_config
+      add constraint crm_config_assignment_mode_check
+      check (assignment_mode in ('none', 'direct', 'round_robin', 'referrer'));
+  end if;
+end $$;
+
+alter table public.referral_leads
+  add column if not exists assigned_to_user_id uuid references public.platform_users(id) on delete set null,
+  add column if not exists assignment_mode text,
+  add column if not exists assigned_at timestamptz,
+  add column if not exists assigned_by uuid references public.platform_users(id) on delete set null;
+
+create index if not exists idx_referral_leads_assignee
+  on public.referral_leads(tenant_id, assigned_to_user_id, status, bound_at desc);
+
+create index if not exists idx_crm_config_assignment_mode
+  on public.crm_config(tenant_id, assignment_mode);