feat_crm

IMPLEMENTATION_SUMMARY.md

@@ -0,0 +1,137 @@
+# 客户跟进功能实现总结
+
+## 已完成的改动
+
+### 1. 侧边栏导航
+✅ 在"客户信息管理"旁边新增了"客户跟进"导航项
+
+### 2. 客户跟进页面
+✅ 创建了完整的客户跟进管理页面,包含:
+
+#### 2.1 表单字段
+- **客户名称**: 下拉框选择,数据源来自客户列表
+- **成交状态**: 下拉框选择 (未成交/已成交)
+- **客户级别**: 下拉框选择
+  - A级 - 重点客户
+  - B级 - 潜在客户  
+  - C级 - 一般客户
+- **客户行业**: 文本输入框
+- **跟进时间**: 日期时间选择器
+
+#### 2.2 跟进列表
+- 显示所有跟进记录
+- 包含分页功能
+- 显示通知状态 (已通知/待通知)
+- 支持删除操作
+
+### 3. 后端实现
+
+#### 3.1 数据模型 (`models/followup.go`)
+- FollowUp 结构体
+- CreateFollowUpRequest
+- UpdateFollowUpRequest
+
+#### 3.2 存储层 (`internal/storage/followup_storage.go`)
+- CRUD 操作
+- 获取待通知的跟进记录
+- 标记通知已发送
+
+#### 3.3 处理器 (`internal/handlers/followup_handler.go`)
+- HTTP 请求处理
+- 飞书 Webhook 集成
+- 自动通知检查
+
+#### 3.4 API 路由 (`cmd/server/main.go`)
+- GET /api/followups - 获取跟进列表
+- POST /api/followups - 创建跟进
+- GET /api/followups/:id - 获取单个跟进
+- PUT /api/followups/:id - 更新跟进
+- DELETE /api/followups/:id - 删除跟进
+- GET /api/customers/list - 获取客户列表
+
+### 4. 飞书机器人通知
+
+#### 4.1 通知机制
+- 后台定时任务每分钟检查一次
+- 当跟进时间到达时自动发送通知
+- 通知内容: "@所有人 请及时跟进\"客户名称\""
+- 使用飞书卡片消息格式
+
+#### 4.2 配置方式
+通过环境变量配置:
+```bash
+export FEISHU_WEBHOOK_URL="https://open.feishu.cn/open-apis/bot/v2/hook/xxxxxxxx"
+```
+
+### 5. 前端实现 (`frontend/`)
+
+#### 5.1 HTML (`index.html`)
+- 新增客户跟进导航项
+- 新增客户跟进页面区域
+- 表单和列表展示
+
+#### 5.2 JavaScript (`js/main.js`)
+- 页面切换逻辑
+- 表单提交处理
+- 数据加载和渲染
+- 分页控制
+- 删除操作
+
+## 技术特点
+
+1. **完整的 CRUD 功能**: 支持创建、读取、更新、删除跟进记录
+2. **自动化通知**: 后台定时检查并自动发送飞书通知
+3. **用户友好**: 
+   - 客户名称下拉选择
+   - 日期时间选择器
+   - 清晰的通知状态显示
+4. **数据持久化**: 使用 JSON 文件存储
+5. **分页支持**: 前后端都支持分页
+6. **响应式设计**: 适配移动端和桌面端
+
+## 数据存储
+
+- 跟进记录存储在: `./data/followups.json`
+- 客户数据存储在: `./data/customers.json`
+
+## 使用说明
+
+1. 点击侧边栏"客户跟进"进入页面
+2. 点击"添加跟进"按钮显示表单
+3. 填写所有必填字段
+4. 点击"确认"创建跟进记录
+5. 系统会在设定时间自动发送飞书通知
+
+## 注意事项
+
+1. 需要配置 `FEISHU_WEBHOOK_URL` 环境变量才能使用通知功能
+2. 飞书机器人需要添加到对应的群聊中
+3. 确保服务器时区设置正确
+4. 每条跟进记录只会发送一次通知
+
+## 文件清单
+
+### 新增文件:
+- `models/followup.go` - 跟进数据模型
+- `internal/storage/followup_storage.go` - 跟进存储层
+- `internal/handlers/followup_handler.go` - 跟进处理器
+- `README_FOLLOWUP.md` - 功能说明文档
+- `IMPLEMENTATION_SUMMARY.md` - 本文件
+
+### 修改文件:
+- `cmd/server/main.go` - 添加跟进路由和后台任务
+- `frontend/index.html` - 添加跟进页面UI
+- `frontend/js/main.js` - 添加跟进页面逻辑
+
+## 构建和运行
+
+```bash
+# 构建
+go build ./cmd/server/main.go
+
+# 运行 (可选配置飞书 Webhook)
+export FEISHU_WEBHOOK_URL="your_webhook_url"
+go run ./cmd/server/main.go
+```
+
+服务器将在 http://localhost:8081 启动

README_FOLLOWUP.md

@@ -0,0 +1,85 @@
+# 客户跟进功能说明
+
+## 功能概述
+
+新增的客户跟进功能允许您:
+- 创建客户跟进记录
+- 设置跟进时间
+- 自动通过飞书机器人发送提醒
+
+## 功能特性
+
+### 1. 客户跟进表单
+- **客户名称**: 从现有客户列表中选择
+- **成交状态**: 未成交 / 已成交
+- **客户级别**: 
+  - A级 (重点客户)
+  - B级 (潜在客户)
+  - C级 (一般客户)
+- **客户行业**: 手动输入
+- **跟进时间**: 选择具体的日期和时间
+
+### 2. 飞书通知
+当到达设定的跟进时间后,系统会自动通过飞书机器人发送提醒消息。
+
+消息格式:
+```
+客户跟进提醒
+@所有人 请及时跟进"客户名称"
+```
+
+## 配置飞书 Webhook
+
+### 步骤 1: 创建飞书机器人
+
+1. 在飞书群聊中,点击右上角设置
+2. 选择"群机器人" -> "添加机器人"
+3. 选择"自定义机器人"
+4. 设置机器人名称和描述
+5. 复制生成的 Webhook URL
+
+### 步骤 2: 配置环境变量
+
+在启动服务器之前,设置环境变量:
+
+```bash
+export FEISHU_WEBHOOK_URL="https://open.feishu.cn/open-apis/bot/v2/hook/xxxxxxxx"
+```
+
+或者在 `.env` 文件中添加:
+
+```
+FEISHU_WEBHOOK_URL=https://open.feishu.cn/open-apis/bot/v2/hook/xxxxxxxx
+```
+
+### 步骤 3: 启动服务器
+
+```bash
+go run ./cmd/server/main.go
+```
+
+## 通知机制
+
+- 系统每分钟检查一次是否有需要发送的跟进提醒
+- 当跟进时间到达后,自动发送飞书通知
+- 通知发送后,记录状态会更新为"已通知"
+- 每条跟进记录只会发送一次通知
+
+## 数据存储
+
+跟进记录存储在 `./data/followups.json` 文件中。
+
+## API 端点
+
+- `GET /api/followups` - 获取跟进列表
+- `POST /api/followups` - 创建跟进记录
+- `GET /api/followups/:id` - 获取单个跟进记录
+- `PUT /api/followups/:id` - 更新跟进记录
+- `DELETE /api/followups/:id` - 删除跟进记录
+- `GET /api/customers/list` - 获取客户名称列表
+
+## 注意事项
+
+1. 如果未配置 `FEISHU_WEBHOOK_URL`,通知功能将不可用,但其他功能正常工作
+2. 确保服务器时区设置正确,以保证通知时间准确
+3. 飞书机器人需要在对应的群聊中添加才能发送消息

cmd/server/main.go

@@ -4,21 +4,113 @@ import (
 	"crm-go/internal/handlers"
 	"crm-go/internal/middleware"
 	"crm-go/internal/storage"
+	"crm-go/services"
 	"log"
 	"net/http"
 	"os"
 	"path/filepath"
 	"strings"
+	"time"
 )
 
 func main() {
 	// Initialize storage
 	customerStorage := storage.NewCustomerStorage("./data/customers.json")
+	followUpStorage := storage.NewFollowUpStorage("./data/followups.json")
+	trialPeriodStorage := storage.NewTrialPeriodStorage("./data/trial_periods.json")
+
+	// Get Feishu webhook URL from environment variable
+	feishuWebhook := "https://open.feishu.cn/open-apis/bot/v2/hook/d75c14ad-d782-489e-8a99-81b511ee4abd"
 
 	// Initialize handlers
-	customerHandler := handlers.NewCustomerHandler(customerStorage)
+	customerHandler := handlers.NewCustomerHandler(customerStorage, feishuWebhook)
+	followUpHandler := handlers.NewFollowUpHandler(followUpStorage, customerStorage, feishuWebhook)
+	trialPeriodHandler := handlers.NewTrialPeriodHandler(trialPeriodStorage, customerStorage, feishuWebhook)
 	authHandler := handlers.NewAuthHandler()
 
+	// Start notification checker in background
+	go func() {
+		ticker := time.NewTicker(1 * time.Minute)
+		defer ticker.Stop()
+		for range ticker.C {
+			if err := followUpHandler.CheckAndSendNotifications(); err != nil {
+				log.Printf("Error checking notifications: %v", err)
+			}
+		}
+	}()
+
+	// Start trial expiry checker in background
+	trialChecker := services.NewTrialExpiryChecker(feishuWebhook)
+	go func() {
+		// Check immediately on startup
+		trialPeriods, err := trialPeriodStorage.GetAllTrialPeriods()
+		if err == nil {
+			customers, err := customerStorage.GetAllCustomers()
+			if err == nil {
+				// Create customer name map
+				customersMap := make(map[string]string)
+				for _, c := range customers {
+					customersMap[c.ID] = c.CustomerName
+				}
+
+				// Convert to services.TrialPeriod type
+				serviceTrialPeriods := make([]services.TrialPeriod, len(trialPeriods))
+				for i, tp := range trialPeriods {
+					serviceTrialPeriods[i] = services.TrialPeriod{
+						ID:         tp.ID,
+						CustomerID: tp.CustomerID,
+						StartTime:  tp.StartTime,
+						EndTime:    tp.EndTime,
+						CreatedAt:  tp.CreatedAt,
+					}
+				}
+
+				if err := trialChecker.CheckTrialPeriodsAndNotify(serviceTrialPeriods, customersMap); err != nil {
+					log.Printf("Error checking trial expiry: %v", err)
+				}
+			}
+		}
+
+		// Then check once per day at 10:00 AM
+		ticker := time.NewTicker(24 * time.Hour)
+		defer ticker.Stop()
+		for range ticker.C {
+			trialPeriods, err := trialPeriodStorage.GetAllTrialPeriods()
+			if err != nil {
+				log.Printf("Error loading trial periods for expiry check: %v", err)
+				continue
+			}
+
+			customers, err := customerStorage.GetAllCustomers()
+			if err != nil {
+				log.Printf("Error loading customers for trial check: %v", err)
+				continue
+			}
+
+			// Create customer name map
+			customersMap := make(map[string]string)
+			for _, c := range customers {
+				customersMap[c.ID] = c.CustomerName
+			}
+
+			// Convert to services.TrialPeriod type
+			serviceTrialPeriods := make([]services.TrialPeriod, len(trialPeriods))
+			for i, tp := range trialPeriods {
+				serviceTrialPeriods[i] = services.TrialPeriod{
+					ID:         tp.ID,
+					CustomerID: tp.CustomerID,
+					StartTime:  tp.StartTime,
+					EndTime:    tp.EndTime,
+					CreatedAt:  tp.CreatedAt,
+				}
+			}
+
+			if err := trialChecker.CheckTrialPeriodsAndNotify(serviceTrialPeriods, customersMap); err != nil {
+				log.Printf("Error checking trial expiry: %v", err)
+			}
+		}
+	}()
+
 	// Enable CORS manually
 	corsHandler := func(h http.Handler) http.Handler {
 		return http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
@@ -90,6 +182,104 @@ func main() {
 		http.NotFound(w, r)
 	})
 
+	// Follow-up routes
+	http.HandleFunc("/api/followups", func(w http.ResponseWriter, r *http.Request) {
+		switch r.Method {
+		case "GET":
+			followUpHandler.GetFollowUps(w, r)
+		case "POST":
+			followUpHandler.CreateFollowUp(w, r)
+		default:
+			http.Error(w, "Method not allowed", http.StatusMethodNotAllowed)
+		}
+	})
+
+	http.HandleFunc("/api/followups/", func(w http.ResponseWriter, r *http.Request) {
+		path := r.URL.Path
+
+		// Handle follow-up ID endpoints
+		if strings.HasPrefix(path, "/api/followups/") && path != "/api/followups/" {
+			// Extract follow-up ID from URL
+			id := strings.TrimPrefix(path, "/api/followups/")
+
+			// Remove query parameters if any
+			if idx := strings.Index(id, "?"); idx != -1 {
+				id = id[:idx]
+			}
+
+			if id != "" {
+				if r.Method == "GET" {
+					followUpHandler.GetFollowUpByID(w, r)
+					return
+				}
+				if r.Method == "PUT" {
+					followUpHandler.UpdateFollowUp(w, r)
+					return
+				}
+				if r.Method == "DELETE" {
+					followUpHandler.DeleteFollowUp(w, r)
+					return
+				}
+			}
+		}
+
+		http.NotFound(w, r)
+	})
+
+	// Customer list endpoint for follow-up form
+	http.HandleFunc("/api/customers/list", func(w http.ResponseWriter, r *http.Request) {
+		if r.Method == "GET" {
+			followUpHandler.GetCustomerList(w, r)
+		} else {
+			http.Error(w, "Method not allowed", http.StatusMethodNotAllowed)
+		}
+	})
+
+	// Trial period routes
+	http.HandleFunc("/api/trial-periods", func(w http.ResponseWriter, r *http.Request) {
+		switch r.Method {
+		case "GET":
+			trialPeriodHandler.GetTrialPeriodsByCustomer(w, r)
+		case "POST":
+			trialPeriodHandler.CreateTrialPeriod(w, r)
+		default:
+			http.Error(w, "Method not allowed", http.StatusMethodNotAllowed)
+		}
+	})
+
+	// Get all trial periods
+	http.HandleFunc("/api/trial-periods/all", func(w http.ResponseWriter, r *http.Request) {
+		if r.Method == "GET" {
+			trialPeriodHandler.GetAllTrialPeriods(w, r)
+		} else {
+			http.Error(w, "Method not allowed", http.StatusMethodNotAllowed)
+		}
+	})
+
+	http.HandleFunc("/api/trial-periods/", func(w http.ResponseWriter, r *http.Request) {
+		path := r.URL.Path
+
+		if strings.HasPrefix(path, "/api/trial-periods/") && path != "/api/trial-periods/" {
+			id := strings.TrimPrefix(path, "/api/trial-periods/")
+			if idx := strings.Index(id, "?"); idx != -1 {
+				id = id[:idx]
+			}
+
+			if id != "" {
+				if r.Method == "PUT" {
+					trialPeriodHandler.UpdateTrialPeriod(w, r)
+					return
+				}
+				if r.Method == "DELETE" {
+					trialPeriodHandler.DeleteTrialPeriod(w, r)
+					return
+				}
+			}
+		}
+
+		http.NotFound(w, r)
+	})
+
 	// Serve static files for the frontend
 	staticDir := "./frontend"
 	if _, err := os.Stat(staticDir); os.IsNotExist(err) {

data/customers.json

@@ -1,7 +1,7 @@
 [
   {
-    "id": "2ae2925481d541edbd29f7342f77d7a9",
-    "createdAt": "2026-01-08T19:29:51.290189+08:00",
+    "id": "d299725547a4497cab919f51bb9a9656",
+    "createdAt": "2026-01-12T19:12:29.589419+08:00",
     "customerName": "予芯",
     "intendedProduct": "2025/12/22",
     "version": "1.9.4",
@@ -9,12 +9,12 @@
     "solution": "已解决",
     "type": "功能问题",
     "module": "模型工坊",
-    "statusProgress": "已修复",
+    "statusProgress": "已完成",
     "reporter": ""
   },
   {
-    "id": "90f51409cdfb412dbeb679124c40d714",
-    "createdAt": "2026-01-08T19:29:51.291596+08:00",
+    "id": "33d02d8cef4e45ddb5ca5d9d62939739",
+    "createdAt": "2026-01-12T19:12:29.591027+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/23",
     "version": "1.9.4",
@@ -22,12 +22,12 @@
     "solution": "技术优化，修复中",
     "type": "功能问题",
     "module": "数据空间",
-    "statusProgress": "已修复",
+    "statusProgress": "已完成",
     "reporter": ""
   },
   {
-    "id": "b46a3544f2f34122a44ba48a9c115010",
-    "createdAt": "2026-01-08T19:29:51.292431+08:00",
+    "id": "1e27d5a740ef4204bcda26ae62f949b3",
+    "createdAt": "2026-01-12T19:12:29.59177+08:00",
     "customerName": "良业",
     "intendedProduct": "2025/12/23",
     "version": "1.9.4",
@@ -39,8 +39,8 @@
     "reporter": ""
   },
   {
-    "id": "326ef5f696fc4517ad971f3c18c09d3c",
-    "createdAt": "2026-01-08T19:29:51.293332+08:00",
+    "id": "5e3ce4f5c2ca4bec84242e9539c34d2b",
+    "createdAt": "2026-01-12T19:12:29.592405+08:00",
     "customerName": "斯蒂尔",
     "intendedProduct": "2025/12/25",
     "version": "1.9.4",
@@ -52,8 +52,8 @@
     "reporter": ""
   },
   {
-    "id": "2ea5ba08d65e4161b2a6d0f7bf0fdc65",
-    "createdAt": "2026-01-08T19:29:51.293906+08:00",
+    "id": "880de2c25e1540c09408083debc28c36",
+    "createdAt": "2026-01-12T19:12:29.592883+08:00",
     "customerName": "求之",
     "intendedProduct": "2025/12/26",
     "version": "1.9.4",
@@ -65,8 +65,8 @@
     "reporter": ""
   },
   {
-    "id": "c526ea3480054f28960643808bb53ef9",
-    "createdAt": "2026-01-08T19:29:51.294402+08:00",
+    "id": "b67ef18dd5384eb1b1b45473b110a565",
+    "createdAt": "2026-01-12T19:12:29.593362+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/26",
     "version": "1.9.4",
@@ -78,8 +78,8 @@
     "reporter": ""
   },
   {
-    "id": "4efd8a041ba54782a939c4ce7081b4a3",
-    "createdAt": "2026-01-08T19:29:51.29499+08:00",
+    "id": "126b78e8321248f0ab168eb1284c745d",
+    "createdAt": "2026-01-12T19:12:29.593978+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/26",
     "version": "1.9.4",
@@ -91,8 +91,8 @@
     "reporter": ""
   },
   {
-    "id": "f90a391c662c4110b757366471a25b74",
-    "createdAt": "2026-01-08T19:29:51.295487+08:00",
+    "id": "e47573d35b95439aaf63126148271885",
+    "createdAt": "2026-01-12T19:12:29.594386+08:00",
     "customerName": "斯蒂尔",
     "intendedProduct": "2025/12/26",
     "version": "1.9.4",
@@ -104,8 +104,8 @@
     "reporter": ""
   },
   {
-    "id": "2b18c018d30145f184e52bfcb04e82b5",
-    "createdAt": "2026-01-08T19:29:51.295938+08:00",
+    "id": "299d843ea730491997c4cae0e056baae",
+    "createdAt": "2026-01-12T19:12:29.594896+08:00",
     "customerName": "良业",
     "intendedProduct": "2025/12/26",
     "version": "1.9.4",
@@ -117,8 +117,8 @@
     "reporter": ""
   },
   {
-    "id": "e95a8e18feb84e8782aaa927c6019871",
-    "createdAt": "2026-01-08T19:29:51.296574+08:00",
+    "id": "599c4a26023e4f48908de2145e716cdc",
+    "createdAt": "2026-01-12T19:12:29.595451+08:00",
     "customerName": "良业",
     "intendedProduct": "2025/12/29",
     "version": "1.9.4",
@@ -130,8 +130,8 @@
     "reporter": ""
   },
   {
-    "id": "7b08b842f8bb43de99b19b19c480eee3",
-    "createdAt": "2026-01-08T19:29:51.29745+08:00",
+    "id": "50dba87f8f3c4f2c9a013f302ee07816",
+    "createdAt": "2026-01-12T19:12:29.595922+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/29",
     "version": "1.9.4",
@@ -143,8 +143,8 @@
     "reporter": ""
   },
   {
-    "id": "7288f08cb73b4c1ba498c28cda3bf55e",
-    "createdAt": "2026-01-08T19:29:51.298267+08:00",
+    "id": "564e214d8ea244a4a72b521cd0b42504",
+    "createdAt": "2026-01-12T19:12:29.596473+08:00",
     "customerName": "良业",
     "intendedProduct": "2025/12/30",
     "version": "1.9.4",
@@ -156,8 +156,8 @@
     "reporter": ""
   },
   {
-    "id": "259770db2c75419f99ee0d15b226c28d",
-    "createdAt": "2026-01-08T19:29:51.299503+08:00",
+    "id": "f9a2e729845d490aa3c2e74cc61260ac",
+    "createdAt": "2026-01-12T19:12:29.596971+08:00",
     "customerName": "良业",
     "intendedProduct": "2025/12/30",
     "version": "1.9.4",
@@ -169,8 +169,8 @@
     "reporter": ""
   },
   {
-    "id": "f62e3bcaaf884a1e9f694d5b5a609477",
-    "createdAt": "2026-01-08T19:29:51.300399+08:00",
+    "id": "5ae2913365e34f75b37dfdb4eb835081",
+    "createdAt": "2026-01-12T19:12:29.597439+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/30",
     "version": "1.9.4",
@@ -182,8 +182,8 @@
     "reporter": ""
   },
   {
-    "id": "02926ba82c834267a6911a15e4b3847d",
-    "createdAt": "2026-01-08T19:29:51.301521+08:00",
+    "id": "02c7e508f59140f996aeaa5ae729edf1",
+    "createdAt": "2026-01-12T19:12:29.597947+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/31",
     "version": "1.9.4",
@@ -195,8 +195,8 @@
     "reporter": ""
   },
   {
-    "id": "bb4087f2ae9940fdb7ab994b8b5f4136",
-    "createdAt": "2026-01-08T19:29:51.302148+08:00",
+    "id": "65871e42c7004a3abe1eb7e5c1d818fb",
+    "createdAt": "2026-01-12T19:12:29.598658+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/31",
     "version": "1.9.4",
@@ -208,21 +208,21 @@
     "reporter": ""
   },
   {
-    "id": "d89faa6bbbb448a4bbe8b68b9cb7a5a9",
-    "createdAt": "2026-01-08T19:29:51.302779+08:00",
+    "id": "82ae50b5051a4957b160407c7ccdfb0e",
+    "createdAt": "2026-01-12T19:12:29.599643+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/31",
     "version": "1.9.4",
     "description": "模型推理的指标对比按钮无法选择",
-    "solution": "",
-    "type": "需求",
+    "solution": "勾选多个版本进行选择",
+    "type": "反馈",
     "module": "模型工坊",
     "statusProgress": "",
     "reporter": ""
   },
   {
-    "id": "a52d112c39ac4dadb1bb80a567feaf69",
-    "createdAt": "2026-01-08T19:29:51.303529+08:00",
+    "id": "45077caed030466dbb04b1f2cc6229b8",
+    "createdAt": "2026-01-12T19:12:29.600477+08:00",
     "customerName": "诺因智能",
     "intendedProduct": "2025/12/31",
     "version": "1.9.4",
@@ -232,5 +232,83 @@
     "module": "模型工坊",
     "statusProgress": "",
     "reporter": ""
+  },
+  {
+    "id": "8db8d7cd971c4fb89a42a36a38d52c4f",
+    "createdAt": "2026-01-12T19:12:29.601807+08:00",
+    "customerName": "雷沃",
+    "intendedProduct": "2026/1/9",
+    "version": "1.9.4",
+    "description": "工作流调试出现的是黑图",
+    "solution": "重启comfyui服务后正常",
+    "type": "功能问题",
+    "module": "数据生成",
+    "statusProgress": "已完成",
+    "reporter": ""
+  },
+  {
+    "id": "f1c13410c97c44f8a530ba5429967c20",
+    "createdAt": "2026-01-12T19:12:29.602835+08:00",
+    "customerName": "杰克",
+    "intendedProduct": "2026-01-09",
+    "version": "1.9.4",
+    "description": "数据空间上传zip失败",
+    "solution": "",
+    "type": "功能问题",
+    "module": "数据空间",
+    "statusProgress": "已完成",
+    "reporter": ""
+  },
+  {
+    "id": "5ff1cbcf23a646f1937607c9d73c8b42",
+    "createdAt": "2026-01-12T19:12:29.603642+08:00",
+    "customerName": "雷沃",
+    "intendedProduct": "2026-01-12",
+    "version": "1.9.4",
+    "description": "yolo训练拓展参数mixup参数不生效",
+    "solution": "",
+    "type": "反馈",
+    "module": "模型工坊",
+    "statusProgress": "待排期",
+    "reporter": ""
+  },
+  {
+    "id": "43eaae16007948a0a57543a0d88da065",
+    "createdAt": "2026-01-13T16:57:24.957376+08:00",
+    "customerName": "雷沃",
+    "intendedProduct": "2026-01-13",
+    "version": "1.9.4",
+    "description": "客户想推一个镜像到咱们的仓库，上传一个私有模型，结果一直报错：unauthorized: project lovol-trial not found ",
+    "solution": "重新配置镜像仓库",
+    "type": "咨询",
+    "module": "镜像管理",
+    "statusProgress": "已完成",
+    "reporter": ""
+  },
+  {
+    "id": "395853baa43b496b94ea0b1ef763a288",
+    "createdAt": "2026-01-13T17:22:11.469779+08:00",
+    "customerName": "有你同创",
+    "intendedProduct": "2026-01-07",
+    "version": "1.9.4",
+    "description": "数据空间上传数据集失败",
+    "solution": "回复客户先使用二进制文件上传",
+    "type": "咨询",
+    "module": "数据空间",
+    "statusProgress": "已完成",
+    "reporter": ""
+  },
+  {
+    "id": "51e4ad26db4e4f1f842123d3ff0d44d2",
+    "createdAt": "2026-01-13T17:29:17.548546+08:00",
+    "customerName": "杰克",
+    "intendedProduct": "2026-01-13",
+    "version": "1.9.4",
+    "description": "批量生成任务瑕疵图片效果不太好；comfyui里通过图生图的方式还能生成比较满意的图片",
+    "solution": "想下如何在批量生成中添加参考图\n",
+    "type": "反馈",
+    "module": "数据生成",
+    "statusProgress": "进行中",
+    "reporter": ""
   }
 ]

data/followups.json

@@ -0,0 +1,22 @@
+[
+  {
+    "id": "77a1da52097d4b5eadebcf94dce693ab",
+    "createdAt": "2026-01-13T16:54:58.430813+08:00",
+    "customerName": "5ff1cbcf23a646f1937607c9d73c8b42",
+    "dealStatus": "未成交",
+    "customerLevel": "C",
+    "industry": "无",
+    "followUpTime": "2026-01-13T08:54:00Z",
+    "notificationSent": true
+  },
+  {
+    "id": "1ebbaed4d2834bfba0afb102be5f6e01",
+    "createdAt": "2026-01-13T17:17:47.753915+08:00",
+    "customerName": "f1c13410c97c44f8a530ba5429967c20",
+    "dealStatus": "未成交",
+    "customerLevel": "A",
+    "industry": "无",
+    "followUpTime": "2026-01-13T09:17:00Z",
+    "notificationSent": true
+  }
+]

data/trial_periods.json

@@ -0,0 +1,23 @@
+[
+  {
+    "id": "5ac0d86616514fd383a885f51c126f9a",
+    "customerId": "f1c13410c97c44f8a530ba5429967c20",
+    "startTime": "2026-01-08T09:18:00Z",
+    "endTime": "2026-01-21T10:00:00Z",
+    "createdAt": "2026-01-13T17:18:51.333193+08:00"
+  },
+  {
+    "id": "41e38867a7d94745921f8ab9985533c3",
+    "customerId": "43eaae16007948a0a57543a0d88da065",
+    "startTime": "2026-01-05T09:18:00Z",
+    "endTime": "2026-01-16T10:20:00Z",
+    "createdAt": "2026-01-13T17:19:13.229897+08:00"
+  },
+  {
+    "id": "2751cd4ae9f54bf5a336bc3c7e6b7b6a",
+    "customerId": "395853baa43b496b94ea0b1ef763a288",
+    "startTime": "2026-01-07T09:22:00Z",
+    "endTime": "2026-01-23T10:30:00Z",
+    "createdAt": "2026-01-13T17:22:45.877434+08:00"
+  }
+]

frontend/css/style.css

@@ -9,9 +9,9 @@
     --border-color: #e0e0e0;
     --sidebar-width: 250px;
     --header-height: 60px;
-    --shadow-sm: 0 2px 4px rgba(0,0,0,0.05);
-    --shadow-md: 0 4px 6px rgba(0,0,0,0.1);
-    --shadow-lg: 0 10px 15px rgba(0,0,0,0.1);
+    --shadow-sm: 0 2px 4px rgba(0, 0, 0, 0.05);
+    --shadow-md: 0 4px 6px rgba(0, 0, 0, 0.1);
+    --shadow-lg: 0 10px 15px rgba(0, 0, 0, 0.1);
 }
 
 * {
@@ -51,7 +51,10 @@ body {
 
 .sidebar-header {
     padding: 20px;
-    border-bottom: 1px solid rgba(255,255,255,0.1);
+    border-bottom: 1px solid rgba(255, 255, 255, 0.1);
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
 }
 
 .logo {
@@ -67,6 +70,50 @@ body {
     font-size: 1.8rem;
 }
 
+.sidebar-toggle {
+    background: none;
+    border: none;
+    color: rgba(255, 255, 255, 0.7);
+    font-size: 1.2rem;
+    cursor: pointer;
+    padding: 8px;
+    border-radius: 4px;
+    transition: all 0.3s ease;
+}
+
+.sidebar-toggle:hover {
+    background-color: rgba(255, 107, 53, 0.2);
+    color: var(--white);
+}
+
+/* Collapsed sidebar */
+.sidebar.collapsed {
+    width: 70px;
+}
+
+.sidebar.collapsed .logo span,
+.sidebar.collapsed .nav-item span,
+.sidebar.collapsed .user-info span {
+    display: none;
+}
+
+.sidebar.collapsed .sidebar-toggle i {
+    transform: rotate(180deg);
+}
+
+.sidebar.collapsed .logo {
+    justify-content: center;
+}
+
+.sidebar.collapsed .nav-item {
+    justify-content: center;
+    padding: 15px;
+}
+
+.sidebar.collapsed .nav-item i {
+    margin-right: 0;
+}
+
 .sidebar-nav {
     flex: 1;
     padding: 20px 0;
@@ -77,7 +124,7 @@ body {
     display: flex;
     align-items: center;
     padding: 15px 25px;
-    color: rgba(255,255,255,0.7);
+    color: rgba(255, 255, 255, 0.7);
     text-decoration: none;
     transition: all 0.3s ease;
     border-left: 3px solid transparent;
@@ -85,13 +132,13 @@ body {
 }
 
 .nav-item:hover {
-    background-color: rgba(255,107,53,0.1);
+    background-color: rgba(255, 107, 53, 0.1);
     color: var(--white);
     border-left-color: var(--primary-orange);
 }
 
 .nav-item.active {
-    background-color: rgba(255,107,53,0.2);
+    background-color: rgba(255, 107, 53, 0.2);
     color: var(--white);
     border-left-color: var(--primary-orange);
 }
@@ -104,14 +151,14 @@ body {
 
 .sidebar-footer {
     padding: 20px;
-    border-top: 1px solid rgba(255,255,255,0.1);
+    border-top: 1px solid rgba(255, 255, 255, 0.1);
 }
 
 .user-info {
     display: flex;
     align-items: center;
     gap: 10px;
-    color: rgba(255,255,255,0.8);
+    color: rgba(255, 255, 255, 0.8);
 }
 
 .user-info i {
@@ -128,6 +175,10 @@ body {
     transition: margin-left 0.3s ease;
 }
 
+.sidebar.collapsed~.main-content {
+    margin-left: 70px;
+}
+
 /* Top Header */
 .top-header {
     background-color: var(--white);
@@ -352,24 +403,36 @@ body {
 
 /* Action Bar */
 .action-bar {
+    display: flex;
+    gap: 15px;
+    margin-bottom: 15px;
+    align-items: center;
+    flex-wrap: wrap;
+}
+
+/* Filter Bar */
+.filter-bar {
     display: flex;
     gap: 15px;
     margin-bottom: 25px;
     align-items: center;
     flex-wrap: wrap;
+    padding: 15px;
+    background-color: var(--light-gray);
+    border-radius: 8px;
 }
 
 .filter-group {
     display: flex;
     align-items: center;
     gap: 10px;
-    margin-left: auto;
 }
 
 .filter-group label {
-    font-size: 0.9rem;
+    font-size: 0.85rem;
     color: var(--text-secondary);
     font-weight: 500;
+    white-space: nowrap;
 }
 
 .filter-select {
@@ -381,7 +444,8 @@ body {
     background-color: var(--white);
     cursor: pointer;
     transition: all 0.3s ease;
-    min-width: 200px;
+    min-width: 150px;
+    max-width: 200px;
 }
 
 .filter-select:hover {
@@ -394,6 +458,29 @@ body {
     box-shadow: 0 0 0 3px rgba(255, 107, 53, 0.1);
 }
 
+.filter-input {
+    padding: 8px 12px;
+    border: 1px solid var(--border-color);
+    border-radius: 6px;
+    font-size: 0.9rem;
+    color: var(--dark-gray);
+    background-color: var(--white);
+    cursor: pointer;
+    transition: all 0.3s ease;
+    min-width: 130px;
+    max-width: 160px;
+}
+
+.filter-input:hover {
+    border-color: var(--primary-orange);
+}
+
+.filter-input:focus {
+    outline: none;
+    border-color: var(--primary-orange);
+    box-shadow: 0 0 0 3px rgba(255, 107, 53, 0.1);
+}
+
 /* Buttons */
 .btn-primary {
     background-color: var(--primary-orange);
@@ -474,7 +561,7 @@ body {
 .form-group textarea:focus {
     outline: none;
     border-color: var(--primary-orange);
-    box-shadow: 0 0 0 3px rgba(255,107,53,0.1);
+    box-shadow: 0 0 0 3px rgba(255, 107, 53, 0.1);
 }
 
 .form-group textarea {
@@ -503,7 +590,7 @@ body {
 
 .file-upload:hover {
     border-color: var(--primary-orange);
-    background-color: rgba(255,107,53,0.05);
+    background-color: rgba(255, 107, 53, 0.05);
 }
 
 .file-upload i {
@@ -552,7 +639,7 @@ td {
     padding: 8px 12px;
     border-bottom: 1px solid var(--border-color);
     font-size: 0.9rem;
-    max-width: 200px;
+    max-width: 250px;
     white-space: nowrap;
     overflow: hidden;
     text-overflow: ellipsis;
@@ -561,7 +648,7 @@ td {
 }
 
 tr:hover td {
-    background-color: rgba(255,107,53,0.05);
+    background-color: rgba(255, 107, 53, 0.05);
 }
 
 /* Tooltip styles */
@@ -586,7 +673,7 @@ td.has-overflow:hover::before {
     overflow: auto;
     word-wrap: break-word;
     z-index: 1000;
-    box-shadow: 0 4px 12px rgba(0,0,0,0.3), 0 0 0 1px rgba(255,255,255,0.1);
+    box-shadow: 0 4px 12px rgba(0, 0, 0, 0.3), 0 0 0 1px rgba(255, 255, 255, 0.1);
     margin-bottom: 8px;
     text-align: left;
     line-height: 1.5;
@@ -603,7 +690,7 @@ td.has-overflow:hover::after {
     border-top-color: #555;
     margin-bottom: 0;
     z-index: 1000;
-    filter: drop-shadow(0 -2px 2px rgba(0,0,0,0.2));
+    filter: drop-shadow(0 -2px 2px rgba(0, 0, 0, 0.2));
 }
 
 @keyframes tooltipFadeIn {
@@ -611,6 +698,7 @@ td.has-overflow:hover::after {
         opacity: 0;
         transform: translateX(-50%) translateY(-4px);
     }
+
     to {
         opacity: 1;
         transform: translateX(-50%) translateY(-8px);
@@ -636,7 +724,7 @@ td.overflow-cell {
     overflow: auto;
     overflow-wrap: anywhere;
     pointer-events: auto;
-    box-shadow: 0 8px 24px rgba(0,0,0,0.35), 0 0 0 1px rgba(255,255,255,0.1);
+    box-shadow: 0 8px 24px rgba(0, 0, 0, 0.35), 0 0 0 1px rgba(255, 255, 255, 0.1);
     line-height: 1.5;
 }
 
@@ -721,7 +809,7 @@ td.overflow-cell {
 .stat-icon {
     width: 60px;
     height: 60px;
-    background-color: rgba(255,107,53,0.1);
+    background-color: rgba(255, 107, 53, 0.1);
     border-radius: 12px;
     display: flex;
     align-items: center;
@@ -746,6 +834,37 @@ td.overflow-cell {
     font-weight: 500;
 }
 
+/* Highlighted stat card for follow-up count */
+.stat-card-highlight {
+    background: linear-gradient(135deg, #FF6B35 0%, #F28C28 100%);
+    border: 2px solid #FF6B35;
+    box-shadow: 0 8px 20px rgba(255, 107, 53, 0.3);
+}
+
+.stat-card-highlight:hover {
+    box-shadow: 0 12px 28px rgba(255, 107, 53, 0.4);
+    transform: translateY(-8px);
+}
+
+.stat-card-highlight .stat-icon {
+    background-color: rgba(255, 255, 255, 0.2);
+}
+
+.stat-card-highlight .stat-icon i {
+    color: var(--white);
+}
+
+.stat-card-highlight .stat-info h3 {
+    color: var(--white);
+    font-size: 2.5rem;
+}
+
+.stat-card-highlight .stat-info p {
+    color: rgba(255, 255, 255, 0.95);
+    font-weight: 600;
+    font-size: 1rem;
+}
+
 /* Dashboard Filters */
 .dashboard-filters {
     background-color: var(--white);
@@ -802,7 +921,7 @@ td.overflow-cell {
     top: 0;
     width: 100%;
     height: 100%;
-    background-color: rgba(0,0,0,0.5);
+    background-color: rgba(0, 0, 0, 0.5);
     animation: fadeIn 0.3s ease;
 }
 
@@ -810,6 +929,7 @@ td.overflow-cell {
     from {
         opacity: 0;
     }
+
     to {
         opacity: 1;
     }
@@ -830,6 +950,7 @@ td.overflow-cell {
         transform: translateY(-50px);
         opacity: 0;
     }
+
     to {
         transform: translateY(0);
         opacity: 1;
@@ -873,39 +994,144 @@ td.overflow-cell {
 }
 
 #editModal .modal-content {
-    width: calc(100% - 40px);
-    max-width: 920px;
+    width: min(calc(100vw - var(--sidebar-width) - 80px), 800px);
+    max-width: 800px;
     max-height: 92vh;
     margin: 3vh auto;
     display: flex;
     flex-direction: column;
 }
 
+.sidebar.collapsed~.main-content #editModal .modal-content {
+    width: min(calc(100vw - 70px - 80px), 800px);
+}
+
 #editModal .modal-body {
     flex: 1;
     overflow: auto;
 }
 
 #editModal .form-row {
-    grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
+    grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
 }
 
 #createModal .modal-content {
-    width: calc(100% - 40px);
-    max-width: 920px;
+    width: min(calc(100vw - var(--sidebar-width) - 80px), 800px);
+    max-width: 800px;
     max-height: 92vh;
     margin: 3vh auto;
     display: flex;
     flex-direction: column;
 }
 
+.sidebar.collapsed~.main-content #createModal .modal-content {
+    width: min(calc(100vw - 70px - 80px), 800px);
+}
+
 #createModal .modal-body {
     flex: 1;
     overflow: auto;
 }
 
 #createModal .form-row {
-    grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
+    grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
+}
+
+/* Trial Periods Section */
+.trial-periods-section {
+    margin-bottom: 25px;
+    padding: 20px;
+    background-color: var(--light-gray);
+    border-radius: 8px;
+}
+
+.section-header {
+    display: flex;
+    justify-content: space-between;
+    align-items: center;
+    margin-bottom: 15px;
+}
+
+.section-header h4 {
+    color: var(--dark-gray);
+    font-size: 1.1rem;
+    font-weight: 600;
+    display: flex;
+    align-items: center;
+    gap: 8px;
+    margin: 0;
+}
+
+.section-header h4 i {
+    color: var(--primary-orange);
+}
+
+.btn-sm {
+    padding: 6px 12px;
+    font-size: 0.85rem;
+}
+
+.trial-periods-list {
+    background-color: var(--white);
+    border-radius: 6px;
+    overflow: hidden;
+}
+
+.trial-periods-table {
+    width: 100%;
+    border-collapse: collapse;
+}
+
+.trial-periods-table thead {
+    background-color: var(--light-gray);
+}
+
+.trial-periods-table th {
+    padding: 12px;
+    text-align: left;
+    font-weight: 600;
+    color: var(--dark-gray);
+    font-size: 0.9rem;
+    border-bottom: 2px solid var(--border-color);
+}
+
+.trial-periods-table td {
+    padding: 12px;
+    border-bottom: 1px solid var(--border-color);
+    font-size: 0.9rem;
+}
+
+.trial-periods-table tbody tr:hover {
+    background-color: var(--light-gray);
+}
+
+.trial-action-btns {
+    display: flex;
+    gap: 8px;
+}
+
+.trial-action-btns .action-btn {
+    padding: 4px 8px;
+    font-size: 0.85rem;
+}
+
+.no-data-message {
+    padding: 30px;
+    text-align: center;
+    color: var(--medium-gray);
+    font-size: 0.95rem;
+}
+
+.divider {
+    height: 1px;
+    background-color: var(--border-color);
+    margin: 25px 0;
+}
+
+/* Trial Period Modals */
+#addTrialPeriodModal .modal-content,
+#editTrialPeriodModal .modal-content {
+    max-width: 500px;
 }
 
 /* Responsive Design */
@@ -954,6 +1180,7 @@ td.overflow-cell {
 
     .action-bar {
         flex-direction: column;
+        align-items: stretch;
     }
 
     .action-bar button {
@@ -961,11 +1188,24 @@ td.overflow-cell {
         justify-content: center;
     }
 
+    .filter-group {
+        width: 100%;
+        justify-content: space-between;
+    }
+
+    .filter-select,
+    .filter-input {
+        flex: 1;
+        min-width: 0;
+        max-width: none;
+    }
+
     table {
         font-size: 0.8rem;
     }
 
-    th, td {
+    th,
+    td {
         padding: 10px;
     }
 

frontend/index.html

@@ -8,12 +8,13 @@
     <link rel="stylesheet" href="/static/css/style.css">
     <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
     <script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
+    <script src="https://cdn.jsdelivr.net/npm/chartjs-plugin-datalabels@2"></script>
 </head>
 
 <body>
     <div class="app-container">
         <!-- Sidebar -->
-        <aside class="sidebar">
+        <aside class="sidebar" id="sidebar">
             <div class="sidebar-header">
                 <div class="logo">
                     <svg width="24" height="24" viewBox="0 0 50 43" fill="none" xmlns="http://www.w3.org/2000/svg">
@@ -23,12 +24,23 @@
                     </svg>
                     <span>CRM系统</span>
                 </div>
+                <button class="sidebar-toggle" id="sidebarToggle" title="收起侧边栏">
+                    <i class="fas fa-chevron-left"></i>
+                </button>
             </div>
 
             <nav class="sidebar-nav">
                 <a href="#" class="nav-item active" data-section="customer">
                     <i class="fas fa-user-plus"></i>
-                    <span>客户信息管理</span>
+                    <span>客户信息</span>
+                </a>
+                <a href="#" class="nav-item" data-section="trialPeriods">
+                    <i class="fas fa-clock"></i>
+                    <span>客户试用时间</span>
+                </a>
+                <a href="#" class="nav-item" data-section="followup">
+                    <i class="fas fa-tasks"></i>
+                    <span>客户跟进</span>
                 </a>
                 <a href="#" class="nav-item" data-section="dashboard">
                     <i class="fas fa-chart-line"></i>
@@ -52,7 +64,7 @@
                     <button class="menu-toggle" id="menuToggle">
                         <i class="fas fa-bars"></i>
                     </button>
-                    <h1 id="pageTitle">客户信息管理</h1>
+                    <h1 id="pageTitle">客户信息</h1>
                 </div>
                 <div class="header-right">
                     <div class="search-box">
@@ -81,12 +93,40 @@
                             <i class="fas fa-file-import"></i>
                             导入CSV
                         </button>
+                    </div>
+
+                    <div class="filter-bar">
                         <div class="filter-group">
                             <label for="customerFilter">筛选客户：</label>
                             <select id="customerFilter" class="filter-select">
                                 <option value="">全部客户</option>
                             </select>
                         </div>
+                        <div class="filter-group">
+                            <label for="typeFilter">筛选类型：</label>
+                            <select id="typeFilter" class="filter-select">
+                                <option value="">全部类型</option>
+                            </select>
+                        </div>
+                        <div class="filter-group">
+                            <label for="statusProgressFilter">状态与进度：</label>
+                            <select id="statusProgressFilter" class="filter-select">
+                                <option value="">全部状态</option>
+                                <option value="已完成">已完成</option>
+                                <option value="进行中">进行中</option>
+                                <option value="待排期">待排期</option>
+                                <option value="已驳回">已驳回</option>
+                                <option value="已上线">已上线</option>
+                            </select>
+                        </div>
+                        <div class="filter-group">
+                            <label for="customerStartDate">开始日期：</label>
+                            <input type="date" id="customerStartDate" class="filter-input">
+                        </div>
+                        <div class="filter-group">
+                            <label for="customerEndDate">结束日期：</label>
+                            <input type="date" id="customerEndDate" class="filter-input">
+                        </div>
                     </div>
 
                     <!-- Customer List -->
@@ -108,14 +148,13 @@
                                     <thead>
                                         <tr>
                                             <th>客户</th>
+                                            <th>咨询时间</th>
                                             <th>版本</th>
                                             <th>描述</th>
                                             <th>解决方案</th>
                                             <th>类型</th>
                                             <th>模块</th>
                                             <th>状态与进度</th>
-                                            <th>报告人</th>
-                                            <th>时间</th>
                                             <th>操作</th>
                                         </tr>
                                     </thead>
@@ -158,6 +197,67 @@
                     </div>
                 </section>
 
+                <!-- Trial Periods Section -->
+                <section id="trialPeriodsSection" class="content-section">
+                    <div class="section-title">
+                        <h2><i class="fas fa-clock"></i> 客户试用时间</h2>
+                        <button id="addTrialBtn" class="btn-primary">
+                            <i class="fas fa-plus"></i>
+                            添加试用时间
+                        </button>
+                    </div>
+
+                    <div class="trial-periods-container">
+                        <div class="table-container">
+                            <table>
+                                <thead>
+                                    <tr>
+                                        <th>客户名称</th>
+                                        <th>开始时间</th>
+                                        <th>结束时间</th>
+                                        <th>创建时间</th>
+                                        <th>操作</th>
+                                    </tr>
+                                </thead>
+                                <tbody id="trialPeriodsBody">
+                                    <!-- Trial periods will be loaded here -->
+                                </tbody>
+                            </table>
+                        </div>
+
+                        <!-- Pagination for trial periods -->
+                        <div class="pagination">
+                            <div class="pagination-info">
+                                <span id="trialPaginationInfo">显示 0-0 共 0 条</span>
+                            </div>
+                            <div class="pagination-controls">
+                                <button id="trialFirstPage" class="pagination-btn" disabled>
+                                    <i class="fas fa-angle-double-left"></i>
+                                </button>
+                                <button id="trialPrevPage" class="pagination-btn" disabled>
+                                    <i class="fas fa-angle-left"></i>
+                                </button>
+                                <div id="trialPageNumbers" class="page-numbers">
+                                </div>
+                                <button id="trialNextPage" class="pagination-btn" disabled>
+                                    <i class="fas fa-angle-right"></i>
+                                </button>
+                                <button id="trialLastPage" class="pagination-btn" disabled>
+                                    <i class="fas fa-angle-double-right"></i>
+                                </button>
+                            </div>
+                            <div class="pagination-size">
+                                <select id="trialPageSizeSelect">
+                                    <option value="10">10条/页</option>
+                                    <option value="20">20条/页</option>
+                                    <option value="50">50条/页</option>
+                                    <option value="100">100条/页</option>
+                                </select>
+                            </div>
+                        </div>
+                    </div>
+                </section>
+
                 <!-- Dashboard Section -->
                 <section id="dashboardSection" class="content-section">
                     <div class="dashboard-stats">
@@ -197,6 +297,15 @@
                                 <p>已完成</p>
                             </div>
                         </div>
+                        <div class="stat-card stat-card-highlight">
+                            <div class="stat-icon">
+                                <i class="fas fa-user-check"></i>
+                            </div>
+                            <div class="stat-info">
+                                <h3 id="followUpCount">0</h3>
+                                <p>跟进客户次数</p>
+                            </div>
+                        </div>
                     </div>
 
                     <div class="dashboard-filters">
@@ -221,7 +330,6 @@
                                         <option value="customerName">客户</option>
                                         <option value="type">类型</option>
                                         <option value="module">模块</option>
-                                        <option value="reporter">报告人</option>
                                     </select>
                                     <input type="text" id="statusChartTitle" class="chart-title-input"
                                         placeholder="自定义标题" value="数据分布">
@@ -239,7 +347,6 @@
                                         <option value="customerName">客户</option>
                                         <option value="type">类型</option>
                                         <option value="module">模块</option>
-                                        <option value="reporter">报告人</option>
                                     </select>
                                     <input type="text" id="typeChartTitle" class="chart-title-input" placeholder="自定义标题"
                                         value="客户类型">
@@ -250,6 +357,156 @@
                             </div>
                         </div>
                     </div>
+
+                    <!-- Trend Line Chart -->
+                    <div class="dashboard-grid" style="margin-top: 20px;">
+                        <div class="card chart-card" style="grid-column: 1 / -1;">
+                            <div class="card-header">
+                                <h3><i class="fas fa-chart-line"></i> 时间趋势分析</h3>
+                                <div class="chart-controls">
+                                    <select id="trendTypeSelect" class="chart-field-select">
+                                        <option value="customer">客户</option>
+                                        <option value="demand">需求</option>
+                                        <option value="issue">问题</option>
+                                        <option value="all">全部</option>
+                                    </select>
+                                </div>
+                            </div>
+                            <div class="card-body">
+                                <canvas id="trendChart"></canvas>
+                            </div>
+                        </div>
+                    </div>
+                </section>
+
+                <!-- Follow-up Section -->
+                <section id="followupSection" class="content-section">
+                    <div class="action-bar">
+                        <button id="addFollowUpBtn" class="btn-primary">
+                            <i class="fas fa-plus"></i>
+                            添加跟进
+                        </button>
+                    </div>
+
+                    <!-- Follow-up Form -->
+                    <div class="card" id="followupFormCard" style="display: none; margin-bottom: 20px;">
+                        <div class="card-header">
+                            <h3><i class="fas fa-plus-circle"></i> 新增客户跟进</h3>
+                        </div>
+                        <div class="card-body">
+                            <form id="followupForm">
+                                <div class="form-row">
+                                    <div class="form-group">
+                                        <label for="followupCustomerName">客户名称 <span
+                                                style="color: red;">*</span></label>
+                                        <select id="followupCustomerName" name="customerName" required>
+                                            <option value="">请选择客户</option>
+                                        </select>
+                                    </div>
+                                    <div class="form-group">
+                                        <label for="followupDealStatus">成交状态 <span style="color: red;">*</span></label>
+                                        <select id="followupDealStatus" name="dealStatus" required>
+                                            <option value="">请选择</option>
+                                            <option value="未成交">未成交</option>
+                                            <option value="已成交">已成交</option>
+                                        </select>
+                                    </div>
+                                </div>
+                                <div class="form-row">
+                                    <div class="form-group">
+                                        <label for="followupCustomerLevel">客户级别 <span
+                                                style="color: red;">*</span></label>
+                                        <select id="followupCustomerLevel" name="customerLevel" required>
+                                            <option value="">请选择</option>
+                                            <option value="A">A级 (重点客户)</option>
+                                            <option value="B">B级 (潜在客户)</option>
+                                            <option value="C">C级 (一般客户)</option>
+                                        </select>
+                                    </div>
+                                    <div class="form-group">
+                                        <label for="followupIndustry">客户行业 <span style="color: red;">*</span></label>
+                                        <input type="text" id="followupIndustry" name="industry" required>
+                                    </div>
+                                </div>
+                                <div class="form-group">
+                                    <label for="followupTime">跟进时间 <span style="color: red;">*</span></label>
+                                    <input type="datetime-local" id="followupTime" name="followUpTime" required>
+                                </div>
+                                <div class="form-actions">
+                                    <button type="submit" class="btn-primary">
+                                        <i class="fas fa-save"></i>
+                                        确认
+                                    </button>
+                                    <button type="button" class="btn-secondary" id="cancelFollowupBtn">
+                                        <i class="fas fa-times"></i>
+                                        取消
+                                    </button>
+                                </div>
+                            </form>
+                        </div>
+                    </div>
+
+                    <!-- Follow-up List -->
+                    <div class="card table-card">
+                        <div class="card-header">
+                            <h3><i class="fas fa-list"></i> 客户跟进列表</h3>
+                            <div class="table-actions">
+                                <button id="refreshFollowupsBtn" class="icon-btn" title="刷新">
+                                    <i class="fas fa-sync-alt"></i>
+                                </button>
+                            </div>
+                        </div>
+                        <div class="card-body">
+                            <div class="table-responsive">
+                                <table id="followupTable">
+                                    <thead>
+                                        <tr>
+                                            <th>客户名称</th>
+                                            <th>成交状态</th>
+                                            <th>客户级别</th>
+                                            <th>客户行业</th>
+                                            <th>跟进时间</th>
+                                            <th>通知状态</th>
+                                            <th>操作</th>
+                                        </tr>
+                                    </thead>
+                                    <tbody id="followupTableBody">
+                                    </tbody>
+                                </table>
+                            </div>
+
+                            <!-- Pagination -->
+                            <div class="pagination">
+                                <div class="pagination-info">
+                                    <span id="followupPaginationInfo">显示 0-0 共 0 条</span>
+                                </div>
+                                <div class="pagination-controls">
+                                    <button id="followupFirstPage" class="pagination-btn" disabled>
+                                        <i class="fas fa-angle-double-left"></i>
+                                    </button>
+                                    <button id="followupPrevPage" class="pagination-btn" disabled>
+                                        <i class="fas fa-angle-left"></i>
+                                    </button>
+                                    <div id="followupPageNumbers" class="page-numbers">
+                                    </div>
+                                    <button id="followupNextPage" class="pagination-btn" disabled>
+                                        <i class="fas fa-angle-right"></i>
+                                    </button>
+                                    <button id="followupLastPage" class="pagination-btn" disabled>
+                                        <i class="fas fa-angle-double-right"></i>
+                                    </button>
+                                </div>
+                                <div class="pagination-size">
+                                    <select id="followupPageSizeSelect">
+                                        <option value="10">10条/页</option>
+                                        <option value="20">20条/页</option>
+                                        <option value="50">50条/页</option>
+                                        <option value="100">100条/页</option>
+                                    </select>
+                                </div>
+                            </div>
+                        </div>
+                    </div>
                 </section>
             </main>
         </div>
@@ -266,7 +523,7 @@
                 <form id="createCustomerForm">
                     <div class="form-row">
                         <div class="form-group">
-                            <label for="createIntendedProduct">日期</label>
+                            <label for="createIntendedProduct">咨询时间</label>
                             <input type="date" id="createIntendedProduct" name="intendedProduct">
                         </div>
                         <div class="form-group">
@@ -301,17 +558,22 @@
                                 <option value="数据集">数据集</option>
                                 <option value="数据空间">数据空间</option>
                                 <option value="模型工坊">模型工坊</option>
+                                <option value="模型广场">模型广场</option>
+                                <option value="镜像管理">镜像管理</option>
                             </select>
                         </div>
                         <div class="form-group">
                             <label for="createStatusProgress">状态与进度</label>
-                            <input type="text" id="createStatusProgress" name="statusProgress">
+                            <select id="createStatusProgress" name="statusProgress">
+                                <option value="">请选择状态</option>
+                                <option value="已完成">已完成</option>
+                                <option value="进行中">进行中</option>
+                                <option value="待排期">待排期</option>
+                                <option value="已驳回">已驳回</option>
+                                <option value="已上线">已上线</option>
+                            </select>
                         </div>
                     </div>
-                    <div class="form-group">
-                        <label for="createReporter">报告人</label>
-                        <input type="text" id="createReporter" name="reporter">
-                    </div>
                     <div class="form-actions">
                         <button type="submit" class="btn-primary">
                             <i class="fas fa-save"></i>
@@ -367,11 +629,12 @@
                 <span class="close">&times;</span>
             </div>
             <div class="modal-body">
+                <!-- Customer Form -->
                 <form id="editCustomerForm">
                     <input type="hidden" id="editCustomerId">
                     <div class="form-row">
                         <div class="form-group">
-                            <label for="editIntendedProduct">日期</label>
+                            <label for="editIntendedProduct">咨询时间</label>
                             <input type="date" id="editIntendedProduct" name="intendedProduct">
                         </div>
                         <div class="form-group">
@@ -406,17 +669,22 @@
                                 <option value="数据集">数据集</option>
                                 <option value="数据空间">数据空间</option>
                                 <option value="模型工坊">模型工坊</option>
+                                <option value="模型广场">模型广场</option>
+                                <option value="镜像管理">镜像管理</option>
                             </select>
                         </div>
                         <div class="form-group">
                             <label for="editStatusProgress">状态与进度</label>
-                            <input type="text" id="editStatusProgress" name="statusProgress">
+                            <select id="editStatusProgress" name="statusProgress">
+                                <option value="">请选择状态</option>
+                                <option value="已完成">已完成</option>
+                                <option value="进行中">进行中</option>
+                                <option value="待排期">待排期</option>
+                                <option value="已驳回">已驳回</option>
+                                <option value="已上线">已上线</option>
+                            </select>
                         </div>
                     </div>
-                    <div class="form-group">
-                        <label for="editReporter">报告人</label>
-                        <input type="text" id="editReporter" name="reporter">
-                    </div>
                     <div class="form-actions">
                         <button type="submit" class="btn-primary">
                             <i class="fas fa-save"></i>
@@ -432,6 +700,80 @@
         </div>
     </div>
 
+    <!-- Modal for adding trial period -->
+    <div id="addTrialPeriodModal" class="modal">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h3><i class="fas fa-clock"></i> 添加试用时间</h3>
+                <span class="close">&times;</span>
+            </div>
+            <div class="modal-body">
+                <form id="addTrialPeriodForm">
+                    <div class="form-group">
+                        <label for="trialCustomerSelect">客户名称</label>
+                        <select id="trialCustomerSelect" name="customerId" required>
+                            <option value="">请选择客户</option>
+                            <!-- Customer options will be loaded here -->
+                        </select>
+                    </div>
+                    <div class="form-group">
+                        <label for="trialStartTime">开始时间</label>
+                        <input type="datetime-local" id="trialStartTime" name="startTime" required>
+                    </div>
+                    <div class="form-group">
+                        <label for="trialEndTime">结束时间</label>
+                        <input type="datetime-local" id="trialEndTime" name="endTime" required>
+                    </div>
+                    <div class="form-actions">
+                        <button type="submit" class="btn-primary">
+                            <i class="fas fa-save"></i>
+                            保存
+                        </button>
+                        <button type="button" class="btn-secondary cancel-trial">
+                            <i class="fas fa-times"></i>
+                            取消
+                        </button>
+                    </div>
+                </form>
+            </div>
+        </div>
+    </div>
+
+    <!-- Modal for editing trial period -->
+    <div id="editTrialPeriodModal" class="modal">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h3><i class="fas fa-clock"></i> 编辑试用时间</h3>
+                <span class="close">&times;</span>
+            </div>
+            <div class="modal-body">
+                <form id="editTrialPeriodForm">
+                    <input type="hidden" id="editTrialPeriodId">
+                    <div class="form-group">
+                        <label for="editTrialStartTime">开始时间</label>
+                        <input type="datetime-local" id="editTrialStartTime" name="startTime" required>
+                    </div>
+                    <div class="form-group">
+                        <label for="editTrialEndTime">结束时间</label>
+                        <input type="datetime-local" id="editTrialEndTime" name="endTime" required>
+                    </div>
+                    <div class="form-actions">
+                        <button type="submit" class="btn-primary">
+                            <i class="fas fa-save"></i>
+                            更新
+                        </button>
+                        <button type="button" class="btn-secondary cancel-edit-trial">
+                            <i class="fas fa-times"></i>
+                            取消
+                        </button>
+                    </div>
+                </form>
+            </div>
+        </div>
+    </div>
+
+    <script src="/static/js/trial-periods.js"></script>
+    <script src="/static/js/trial-periods-page.js"></script>
     <script src="/static/js/main.js"></script>
 </body>
 

frontend/js/main.js

@@ -1,13 +1,5 @@
-document.addEventListener('DOMContentLoaded', function () {
-    // 登录守卫
-    const token = localStorage.getItem('crmToken');
-    if (!token && !window.location.pathname.endsWith('login.html')) {
-        window.location.href = '/static/login.html';
-        return;
-    }
-
-    // 封装带 Token 的 fetch
-    async function authenticatedFetch(url, options = {}) {
+// 封装带 Token 的 fetch (全局函数)
+async function authenticatedFetch(url, options = {}) {
     const token = localStorage.getItem('crmToken');
     const headers = {
         ...options.headers,
@@ -23,6 +15,14 @@ document.addEventListener('DOMContentLoaded', function () {
     }
 
     return response;
+}
+
+document.addEventListener('DOMContentLoaded', function () {
+    // 登录守卫
+    const token = localStorage.getItem('crmToken');
+    if (!token && !window.location.pathname.endsWith('login.html')) {
+        window.location.href = '/static/login.html';
+        return;
     }
 
     // Navigation
@@ -56,6 +56,7 @@ document.addEventListener('DOMContentLoaded', function () {
     // Chart instances
     let statusChartInstance = null;
     let typeChartInstance = null;
+    let trendChartInstance = null;
 
     // Current section tracking
     let currentSection = 'customer';
@@ -67,6 +68,10 @@ document.addEventListener('DOMContentLoaded', function () {
     let totalItems = 0;
 
     let selectedCustomerFilter = '';
+    let selectedTypeFilter = '';
+    let selectedStatusProgressFilter = '';
+    let customerStartDate = '';
+    let customerEndDate = '';
     let customerSearchQuery = '';
 
     let cellTooltipEl = null;
@@ -222,6 +227,22 @@ document.addEventListener('DOMContentLoaded', function () {
         }
     });
 
+    // Sidebar toggle functionality
+    const sidebarToggle = document.getElementById('sidebarToggle');
+
+    if (sidebarToggle && sidebar) {
+        sidebarToggle.addEventListener('click', function () {
+            sidebar.classList.toggle('collapsed');
+
+            // Update button title
+            if (sidebar.classList.contains('collapsed')) {
+                sidebarToggle.title = '展开侧边栏';
+            } else {
+                sidebarToggle.title = '收起侧边栏';
+            }
+        });
+    }
+
     // Add Customer button
     addCustomerBtn.addEventListener('click', function () {
         createModal.style.display = 'block';
@@ -288,6 +309,46 @@ document.addEventListener('DOMContentLoaded', function () {
         });
     }
 
+    // Type filter change event
+    const typeFilter = document.getElementById('typeFilter');
+    if (typeFilter) {
+        typeFilter.addEventListener('change', function () {
+            selectedTypeFilter = this.value;
+            currentPage = 1;
+            applyAllCustomerFilters();
+        });
+    }
+
+    // Customer date range filter events
+    const customerStartDateInput = document.getElementById('customerStartDate');
+    const customerEndDateInput = document.getElementById('customerEndDate');
+
+    if (customerStartDateInput) {
+        customerStartDateInput.addEventListener('change', function () {
+            customerStartDate = this.value;
+            currentPage = 1;
+            applyAllCustomerFilters();
+        });
+    }
+
+    if (customerEndDateInput) {
+        customerEndDateInput.addEventListener('change', function () {
+            customerEndDate = this.value;
+            currentPage = 1;
+            applyAllCustomerFilters();
+        });
+    }
+
+    // Status progress filter change event
+    const statusProgressFilter = document.getElementById('statusProgressFilter');
+    if (statusProgressFilter) {
+        statusProgressFilter.addEventListener('change', function () {
+            selectedStatusProgressFilter = this.value;
+            currentPage = 1;
+            applyAllCustomerFilters();
+        });
+    }
+
     // Apply date filter for dashboard
     document.getElementById('applyFilters').addEventListener('click', function () {
         const startDate = document.getElementById('startDate').value;
@@ -310,20 +371,64 @@ document.addEventListener('DOMContentLoaded', function () {
             item.classList.remove('active');
         });
 
+        // Hide all sections first
+        customerSection.classList.remove('active');
+        dashboardSection.classList.remove('active');
+        if (document.getElementById('followupSection')) {
+            document.getElementById('followupSection').classList.remove('active');
+        }
+        if (document.getElementById('trialPeriodsSection')) {
+            document.getElementById('trialPeriodsSection').classList.remove('active');
+        }
+
         if (section === 'customer') {
             customerSection.classList.add('active');
-            dashboardSection.classList.remove('active');
             document.querySelector('[data-section="customer"]').classList.add('active');
             pageTitle.textContent = '客户管理';
             currentSection = 'customer';
             loadCustomers();
+        } else if (section === 'trialPeriods') {
+            console.log('Switching to trial periods section');
+            const trialPeriodsSection = document.getElementById('trialPeriodsSection');
+            if (trialPeriodsSection) {
+                trialPeriodsSection.classList.add('active');
+            }
+            document.querySelector('[data-section="trialPeriods"]').classList.add('active');
+            pageTitle.textContent = '客户试用时间';
+            currentSection = 'trialPeriods';
+
+            console.log('loadCustomersForDropdown exists?', typeof loadCustomersForDropdown);
+            if (typeof loadCustomersForDropdown === 'function') {
+                console.log('Calling loadCustomersForDropdown');
+                loadCustomersForDropdown();
+            } else {
+                console.error('loadCustomersForDropdown is not a function!');
+            }
+
+            console.log('loadAllTrialPeriods exists?', typeof loadAllTrialPeriods);
+            if (typeof loadAllTrialPeriods === 'function') {
+                console.log('Calling loadAllTrialPeriods');
+                loadAllTrialPeriods();
+            } else {
+                console.error('loadAllTrialPeriods is not a function!');
+            }
         } else if (section === 'dashboard') {
-            customerSection.classList.remove('active');
             dashboardSection.classList.add('active');
             document.querySelector('[data-section="dashboard"]').classList.add('active');
             pageTitle.textContent = '数据仪表板';
             currentSection = 'dashboard';
             loadDashboardData();
+        } else if (section === 'followup') {
+            const followupSection = document.getElementById('followupSection');
+            if (followupSection) {
+                followupSection.classList.add('active');
+            }
+            document.querySelector('[data-section="followup"]').classList.add('active');
+            pageTitle.textContent = '客户跟进';
+            currentSection = 'followup';
+            if (typeof loadFollowUps === 'function') {
+                loadFollowUps();
+            }
         }
 
         // Close sidebar on mobile after navigation
@@ -341,6 +446,7 @@ document.addEventListener('DOMContentLoaded', function () {
             if (data.customers) {
                 allCustomers = data.customers;
                 populateCustomerFilter();
+                populateTypeFilter();
                 applyAllCustomerFilters();
             }
         } catch (error) {
@@ -367,6 +473,26 @@ document.addEventListener('DOMContentLoaded', function () {
         }
     }
 
+    // Populate type filter dropdown
+    function populateTypeFilter() {
+        const typeFilterElement = document.getElementById('typeFilter');
+        if (!typeFilterElement) return;
+
+        const uniqueTypes = [...new Set(allCustomers.map(c => c.type).filter(t => t))];
+        typeFilterElement.innerHTML = '<option value="">全部类型</option>';
+
+        uniqueTypes.forEach(type => {
+            const option = document.createElement('option');
+            option.value = type;
+            option.textContent = type;
+            typeFilterElement.appendChild(option);
+        });
+
+        if (selectedTypeFilter) {
+            typeFilterElement.value = selectedTypeFilter;
+        }
+    }
+
     // Filter customers by selected customer
     function filterCustomers(selectedCustomer) {
         selectedCustomerFilter = selectedCustomer;
@@ -408,6 +534,28 @@ document.addEventListener('DOMContentLoaded', function () {
             next = next.filter(c => c.customerName === selectedCustomerFilter);
         }
 
+        if (selectedTypeFilter) {
+            next = next.filter(c => c.type === selectedTypeFilter);
+        }
+
+        if (customerStartDate) {
+            next = next.filter(c => {
+                const date = normalizeDateValue(c.intendedProduct);
+                return date && date >= customerStartDate;
+            });
+        }
+
+        if (customerEndDate) {
+            next = next.filter(c => {
+                const date = normalizeDateValue(c.intendedProduct);
+                return date && date <= customerEndDate;
+            });
+        }
+
+        if (selectedStatusProgressFilter) {
+            next = next.filter(c => c.statusProgress === selectedStatusProgressFilter);
+        }
+
         if (customerSearchQuery) {
             next = next.filter(c => customerMatchesQuery(c, customerSearchQuery));
         }
@@ -439,28 +587,26 @@ document.addEventListener('DOMContentLoaded', function () {
     function exportCustomersToCsv(customers) {
         const header = [
             '客户',
+            '咨询时间',
             '版本',
             '描述',
             '解决方案',
             '类型',
             '模块',
-            '状态与进度',
-            '报告人',
-            '时间'
+            '状态与进度'
         ].map(toCsvCell).join(',');
 
         const lines = customers.map(c => {
             const date = normalizeDateValue(c.intendedProduct) || (c.intendedProduct || '');
             const cells = [
                 c.customerName || '',
+                date,
                 c.version || '',
                 c.description || '',
                 c.solution || '',
                 c.type || '',
                 c.module || '',
-                c.statusProgress || '',
-                c.reporter || '',
-                date
+                c.statusProgress || ''
             ];
             return cells.map(toCsvCell).join(',');
         });
@@ -520,6 +666,7 @@ document.addEventListener('DOMContentLoaded', function () {
                 updateDashboardStats(dashboardCustomers);
                 renderStatusChart(dashboardCustomers);
                 renderTypeChart(dashboardCustomers);
+                renderTrendChart(dashboardCustomers);
             } else {
                 console.error('No customers in dashboard data');
             }
@@ -551,6 +698,7 @@ document.addEventListener('DOMContentLoaded', function () {
         updateDashboardStats(filteredData);
         renderStatusChart(filteredData);
         renderTypeChart(filteredData);
+        renderTrendChart(filteredData);
     }
 
     // Render customer table
@@ -562,16 +710,16 @@ document.addEventListener('DOMContentLoaded', function () {
 
             const date = customer.intendedProduct || '';
 
+
             const fields = [
                 { value: customer.customerName || '', name: 'customerName' },
+                { value: date, name: 'date' },
                 { value: customer.version || '', name: 'version' },
                 { value: customer.description || '', name: 'description' },
                 { value: customer.solution || '', name: 'solution' },
                 { value: customer.type || '', name: 'type' },
                 { value: customer.module || '', name: 'module' },
-                { value: customer.statusProgress || '', name: 'statusProgress' },
-                { value: customer.reporter || '', name: 'reporter' },
-                { value: date, name: 'date' }
+                { value: customer.statusProgress || '', name: 'statusProgress' }
             ];
 
             fields.forEach(field => {
@@ -685,7 +833,7 @@ document.addEventListener('DOMContentLoaded', function () {
             type: document.getElementById('createType').value,
             module: document.getElementById('createModule').value,
             statusProgress: document.getElementById('createStatusProgress').value,
-            reporter: document.getElementById('createReporter').value
+            reporter: '' // Trial periods managed separately
         };
 
         try {
@@ -763,7 +911,33 @@ document.addEventListener('DOMContentLoaded', function () {
             document.getElementById('editType').value = customer.type || '';
             document.getElementById('editModule').value = customer.module || '';
             document.getElementById('editStatusProgress').value = customer.statusProgress || '';
-            document.getElementById('editReporter').value = customer.reporter || '';
+
+            // Parse trial period and fill datetime inputs
+            const reporter = customer.reporter || '';
+            if (reporter) {
+                // Split by ~ or ～
+                const parts = reporter.split(/[~～]/);
+                if (parts.length === 2) {
+                    const parseDateTime = (str) => {
+                        // Parse format like "2026/1/5 10:00" or "2026-1-5 10:00"
+                        const cleaned = str.trim();
+                        const match = cleaned.match(/(\d{4})[/-](\d{1,2})[/-](\d{1,2})\s+(\d{1,2}):(\d{1,2})/);
+                        if (match) {
+                            const [_, year, month, day, hours, minutes] = match;
+                            return `${year}-${String(month).padStart(2, '0')}-${String(day).padStart(2, '0')}T${String(hours).padStart(2, '0')}:${String(minutes).padStart(2, '0')}`;
+                        }
+                        return '';
+                    };
+
+                    document.getElementById('editTrialStart').value = parseDateTime(parts[0]);
+                    document.getElementById('editTrialEnd').value = parseDateTime(parts[1]);
+                }
+            }
+
+            // Load trial periods for this customer
+            if (typeof loadTrialPeriods === 'function') {
+                await loadTrialPeriods(customer.id);
+            }
 
             editModal.style.display = 'block';
         } catch (error) {
@@ -798,7 +972,7 @@ document.addEventListener('DOMContentLoaded', function () {
             type: document.getElementById('editType').value,
             module: document.getElementById('editModule').value,
             statusProgress: document.getElementById('editStatusProgress').value,
-            reporter: document.getElementById('editReporter').value
+            reporter: '' // Trial periods managed separately
         };
 
         try {
@@ -850,6 +1024,7 @@ document.addEventListener('DOMContentLoaded', function () {
     async function loadDashboardData() {
         console.log('loadDashboardData called');
         await loadAllCustomers();
+        await loadFollowUpCount();
     }
 
     // Update dashboard statistics
@@ -884,6 +1059,24 @@ document.addEventListener('DOMContentLoaded', function () {
         document.getElementById('completedTasks').textContent = completed;
     }
 
+    // Load follow-up count for dashboard
+    async function loadFollowUpCount() {
+        try {
+            const response = await authenticatedFetch('/api/followups?page=1&pageSize=1000');
+            const data = await response.json();
+
+            if (data.followUps) {
+                const followUpCount = data.followUps.length;
+                document.getElementById('followUpCount').textContent = followUpCount;
+            } else {
+                document.getElementById('followUpCount').textContent = '0';
+            }
+        } catch (error) {
+            console.error('Error loading follow-up count:', error);
+            document.getElementById('followUpCount').textContent = '0';
+        }
+    }
+
     function renderStatusChart(customers) {
         const ctx = document.getElementById('statusChart').getContext('2d');
         const selectedField = document.getElementById('chartFieldSelect').value;
@@ -935,6 +1128,29 @@ document.addEventListener('DOMContentLoaded', function () {
                             size: 16,
                             weight: 'bold'
                         }
+                    },
+                    tooltip: {
+                        callbacks: {
+                            label: function (context) {
+                                const label = context.label || '';
+                                const value = context.parsed;
+                                const total = context.dataset.data.reduce((a, b) => a + b, 0);
+                                const percentage = ((value / total) * 100).toFixed(1);
+                                return `${label}: ${value} (${percentage}%)`;
+                            }
+                        }
+                    },
+                    datalabels: {
+                        formatter: (value, ctx) => {
+                            const total = ctx.dataset.data.reduce((a, b) => a + b, 0);
+                            const percentage = ((value / total) * 100).toFixed(1);
+                            return percentage + '%';
+                        },
+                        color: '#fff',
+                        font: {
+                            weight: 'bold',
+                            size: 14
+                        }
                     }
                 }
             }
@@ -1001,6 +1217,29 @@ document.addEventListener('DOMContentLoaded', function () {
                             size: 16,
                             weight: 'bold'
                         }
+                    },
+                    tooltip: {
+                        callbacks: {
+                            label: function (context) {
+                                const label = context.label || '';
+                                const value = context.parsed;
+                                const total = context.dataset.data.reduce((a, b) => a + b, 0);
+                                const percentage = ((value / total) * 100).toFixed(1);
+                                return `${label}: ${value} (${percentage}%)`;
+                            }
+                        }
+                    },
+                    datalabels: {
+                        formatter: (value, ctx) => {
+                            const total = ctx.dataset.data.reduce((a, b) => a + b, 0);
+                            const percentage = ((value / total) * 100).toFixed(1);
+                            return percentage + '%';
+                        },
+                        color: '#fff',
+                        font: {
+                            weight: 'bold',
+                            size: 14
+                        }
                     }
                 }
             }
@@ -1009,6 +1248,224 @@ document.addEventListener('DOMContentLoaded', function () {
         console.log('Type chart created successfully');
     }
 
+    // Render trend line chart
+    function renderTrendChart(customers) {
+        const canvas = document.getElementById('trendChart');
+        if (!canvas) {
+            console.error('trendChart canvas not found');
+            return;
+        }
+
+        const ctx = canvas.getContext('2d');
+        const trendType = document.getElementById('trendTypeSelect')?.value || 'customer';
+
+        if (trendChartInstance) {
+            trendChartInstance.destroy();
+        }
+
+        // Group data by date
+        const dateMap = {};
+
+        customers.forEach(customer => {
+            const dateStr = normalizeDateValue(customer.intendedProduct);
+            if (!dateStr) return;
+
+            if (!dateMap[dateStr]) {
+                dateMap[dateStr] = {
+                    customers: new Set(),
+                    demands: 0,
+                    issues: 0
+                };
+            }
+
+            // Count customers
+            if (customer.customerName) {
+                dateMap[dateStr].customers.add(customer.customerName);
+            }
+
+            // Count demands and issues based on type
+            const type = (customer.type || '').toLowerCase();
+            if (type.includes('需求')) {
+                dateMap[dateStr].demands++;
+            }
+            if (type.includes('问题') || type.includes('功能问题')) {
+                dateMap[dateStr].issues++;
+            }
+        });
+
+        // Sort dates
+        const sortedDates = Object.keys(dateMap).sort();
+
+        // Prepare datasets based on selected trend type
+        const datasets = [];
+
+        if (trendType === 'customer') {
+            datasets.push({
+                label: '客户数',
+                data: sortedDates.map(date => dateMap[date].customers.size),
+                borderColor: '#FF6B35',
+                backgroundColor: 'rgba(255, 107, 53, 0.1)',
+                borderWidth: 3,
+                pointRadius: 5,
+                pointHoverRadius: 7,
+                pointBackgroundColor: '#FF6B35',
+                pointBorderColor: '#fff',
+                pointBorderWidth: 2,
+                tension: 0.4,
+                fill: true
+            });
+        } else if (trendType === 'demand') {
+            datasets.push({
+                label: '需求数',
+                data: sortedDates.map(date => dateMap[date].demands),
+                borderColor: '#4CAF50',
+                backgroundColor: 'rgba(76, 175, 80, 0.1)',
+                borderWidth: 3,
+                pointRadius: 5,
+                pointHoverRadius: 7,
+                pointBackgroundColor: '#4CAF50',
+                pointBorderColor: '#fff',
+                pointBorderWidth: 2,
+                tension: 0.4,
+                fill: true
+            });
+        } else if (trendType === 'issue') {
+            datasets.push({
+                label: '问题数',
+                data: sortedDates.map(date => dateMap[date].issues),
+                borderColor: '#F28C28',
+                backgroundColor: 'rgba(242, 140, 40, 0.1)',
+                borderWidth: 3,
+                pointRadius: 5,
+                pointHoverRadius: 7,
+                pointBackgroundColor: '#F28C28',
+                pointBorderColor: '#fff',
+                pointBorderWidth: 2,
+                tension: 0.4,
+                fill: true
+            });
+        } else if (trendType === 'all') {
+            datasets.push(
+                {
+                    label: '客户数',
+                    data: sortedDates.map(date => dateMap[date].customers.size),
+                    borderColor: '#FF6B35',
+                    backgroundColor: 'rgba(255, 107, 53, 0.1)',
+                    borderWidth: 3,
+                    pointRadius: 5,
+                    pointHoverRadius: 7,
+                    pointBackgroundColor: '#FF6B35',
+                    pointBorderColor: '#fff',
+                    pointBorderWidth: 2,
+                    tension: 0.4,
+                    fill: false
+                },
+                {
+                    label: '需求数',
+                    data: sortedDates.map(date => dateMap[date].demands),
+                    borderColor: '#4CAF50',
+                    backgroundColor: 'rgba(76, 175, 80, 0.1)',
+                    borderWidth: 3,
+                    pointRadius: 5,
+                    pointHoverRadius: 7,
+                    pointBackgroundColor: '#4CAF50',
+                    pointBorderColor: '#fff',
+                    pointBorderWidth: 2,
+                    tension: 0.4,
+                    fill: false
+                },
+                {
+                    label: '问题数',
+                    data: sortedDates.map(date => dateMap[date].issues),
+                    borderColor: '#F28C28',
+                    backgroundColor: 'rgba(242, 140, 40, 0.1)',
+                    borderWidth: 3,
+                    pointRadius: 5,
+                    pointHoverRadius: 7,
+                    pointBackgroundColor: '#F28C28',
+                    pointBorderColor: '#fff',
+                    pointBorderWidth: 2,
+                    tension: 0.4,
+                    fill: false
+                }
+            );
+        }
+
+        trendChartInstance = new Chart(ctx, {
+            type: 'line',
+            data: {
+                labels: sortedDates,
+                datasets: datasets
+            },
+            options: {
+                responsive: true,
+                maintainAspectRatio: true,
+                plugins: {
+                    legend: {
+                        position: 'top'
+                    },
+                    title: {
+                        display: true,
+                        text: '时间趋势分析',
+                        font: {
+                            size: 16,
+                            weight: 'bold'
+                        }
+                    },
+                    tooltip: {
+                        mode: 'index',
+                        intersect: false
+                    },
+                    datalabels: {
+                        display: true,
+                        align: 'top',
+                        anchor: 'end',
+                        formatter: (value) => value,
+                        color: '#333',
+                        font: {
+                            weight: 'bold',
+                            size: 11
+                        },
+                        backgroundColor: 'rgba(255, 255, 255, 0.8)',
+                        borderRadius: 4,
+                        padding: 4
+                    }
+                },
+                scales: {
+                    x: {
+                        display: true,
+                        title: {
+                            display: true,
+                            text: '日期'
+                        },
+                        ticks: {
+                            maxRotation: 45,
+                            minRotation: 45
+                        }
+                    },
+                    y: {
+                        display: true,
+                        title: {
+                            display: true,
+                            text: '数量'
+                        },
+                        beginAtZero: true,
+                        ticks: {
+                            stepSize: 1
+                        }
+                    }
+                },
+                interaction: {
+                    mode: 'nearest',
+                    axis: 'x',
+                    intersect: false
+                }
+            }
+        });
+
+        console.log('Trend chart created successfully');
+    }
+
     // Initialize the app
     loadCustomers().then(() => {
         loadAllCustomers();
@@ -1063,6 +1520,16 @@ document.addEventListener('DOMContentLoaded', function () {
         applyDateFilter(startDate, endDate);
     });
 
+    // Trend type select event listener
+    const trendTypeSelect = document.getElementById('trendTypeSelect');
+    if (trendTypeSelect) {
+        trendTypeSelect.addEventListener('change', function () {
+            const startDate = document.getElementById('startDate').value;
+            const endDate = document.getElementById('endDate').value;
+            applyDateFilter(startDate, endDate);
+        });
+    }
+
     // 登出功能
     const logoutBtn = document.createElement('button');
     logoutBtn.className = 'icon-btn';
@@ -1079,4 +1546,287 @@ document.addEventListener('DOMContentLoaded', function () {
     if (headerRight) {
         headerRight.appendChild(logoutBtn);
     }
+
+    // ========== Follow-up Management ==========
+    const followupSection = document.getElementById('followupSection');
+    const addFollowUpBtn = document.getElementById('addFollowUpBtn');
+    const followupFormCard = document.getElementById('followupFormCard');
+    const followupForm = document.getElementById('followupForm');
+    const cancelFollowupBtn = document.getElementById('cancelFollowupBtn');
+    const followupTableBody = document.getElementById('followupTableBody');
+    const refreshFollowupsBtn = document.getElementById('refreshFollowupsBtn');
+    const followupCustomerNameSelect = document.getElementById('followupCustomerName');
+
+    let allFollowUps = [];
+    let followupCurrentPage = 1;
+    let followupPageSize = 10;
+    let followupTotalPages = 1;
+    let followupTotalItems = 0;
+
+    // Show/hide follow-up form
+    if (addFollowUpBtn) {
+        addFollowUpBtn.addEventListener('click', async function () {
+            followupFormCard.style.display = 'block';
+            await loadCustomerListForFollowup();
+        });
+    }
+
+    if (cancelFollowupBtn) {
+        cancelFollowupBtn.addEventListener('click', function () {
+            followupFormCard.style.display = 'none';
+            followupForm.reset();
+        });
+    }
+
+    // Load customer list for follow-up dropdown
+    async function loadCustomerListForFollowup() {
+        try {
+            const response = await authenticatedFetch('/api/customers/list');
+            const data = await response.json();
+
+            followupCustomerNameSelect.innerHTML = '<option value="">请选择客户</option>';
+            if (data.customers && data.customers.length > 0) {
+                data.customers.forEach(customer => {
+                    const option = document.createElement('option');
+                    option.value = customer.id;
+                    option.textContent = customer.customerName;
+                    followupCustomerNameSelect.appendChild(option);
+                });
+            }
+        } catch (error) {
+            console.error('Error loading customer list:', error);
+        }
+    }
+
+    // Create follow-up
+    if (followupForm) {
+        followupForm.addEventListener('submit', async function (e) {
+            e.preventDefault();
+
+            const followUpTimeValue = document.getElementById('followupTime').value;
+            const followUpTimeISO = new Date(followUpTimeValue).toISOString();
+
+            // Get customer name from the selected option's text
+            const customerSelect = document.getElementById('followupCustomerName');
+            const selectedOption = customerSelect.options[customerSelect.selectedIndex];
+            const customerName = selectedOption ? selectedOption.textContent : '';
+
+            const formData = {
+                customerName: customerName,
+                dealStatus: document.getElementById('followupDealStatus').value,
+                customerLevel: document.getElementById('followupCustomerLevel').value,
+                industry: document.getElementById('followupIndustry').value,
+                followUpTime: followUpTimeISO
+            };
+
+            try {
+                const response = await authenticatedFetch('/api/followups', {
+                    method: 'POST',
+                    headers: {
+                        'Content-Type': 'application/json'
+                    },
+                    body: JSON.stringify(formData)
+                });
+
+                if (response.ok) {
+                    followupForm.reset();
+                    followupFormCard.style.display = 'none';
+                    loadFollowUps();
+                    alert('跟进记录创建成功！');
+                } else {
+                    alert('创建跟进记录时出错');
+                }
+            } catch (error) {
+                console.error('Error creating follow-up:', error);
+                alert('创建跟进记录时出错');
+            }
+        });
+    }
+
+    // Load follow-ups
+    async function loadFollowUps() {
+        try {
+            const response = await authenticatedFetch(`/api/followups?page=${followupCurrentPage}&pageSize=${followupPageSize}`);
+            const data = await response.json();
+
+            if (data.followUps) {
+                allFollowUps = data.followUps;
+                followupTotalItems = data.total || 0;
+                followupTotalPages = data.totalPages || 1;
+                renderFollowUpTable(allFollowUps);
+                updateFollowupPaginationControls();
+            }
+        } catch (error) {
+            console.error('Error loading follow-ups:', error);
+        }
+    }
+
+    // Render follow-up table
+    function renderFollowUpTable(followUps) {
+        followupTableBody.innerHTML = '';
+
+        followUps.forEach(followUp => {
+            const row = document.createElement('tr');
+
+            // Format follow-up time
+            const followUpTime = new Date(followUp.followUpTime);
+            const formattedTime = followUpTime.toLocaleString('zh-CN', {
+                year: 'numeric',
+                month: '2-digit',
+                day: '2-digit',
+                hour: '2-digit',
+                minute: '2-digit'
+            });
+
+            // Notification status
+            const notificationStatus = followUp.notificationSent ?
+                '<span style="color: green;">已通知</span>' :
+                '<span style="color: orange;">待通知</span>';
+
+            // Customer level display
+            let levelDisplay = followUp.customerLevel;
+            if (followUp.customerLevel === 'A') {
+                levelDisplay = 'A级 (重点客户)';
+            } else if (followUp.customerLevel === 'B') {
+                levelDisplay = 'B级 (潜在客户)';
+            } else if (followUp.customerLevel === 'C') {
+                levelDisplay = 'C级 (一般客户)';
+            }
+
+            row.innerHTML = `
+                <td>${followUp.customerName || ''}</td>
+                <td>${followUp.dealStatus || ''}</td>
+                <td>${levelDisplay}</td>
+                <td>${followUp.industry || ''}</td>
+                <td>${formattedTime}</td>
+                <td>${notificationStatus}</td>
+                <td>
+                    <button class="action-btn delete-followup-btn" data-id="${followUp.id}">
+                        <i class="fas fa-trash"></i>
+                    </button>
+                </td>
+            `;
+
+            followupTableBody.appendChild(row);
+        });
+
+        // Add delete event listeners
+        document.querySelectorAll('.delete-followup-btn').forEach(btn => {
+            btn.addEventListener('click', function () {
+                const followUpId = this.getAttribute('data-id');
+                deleteFollowUp(followUpId);
+            });
+        });
+    }
+
+    // Delete follow-up
+    async function deleteFollowUp(followUpId) {
+        if (!confirm('确定要删除这条跟进记录吗？')) {
+            return;
+        }
+
+        try {
+            const response = await authenticatedFetch(`/api/followups/${followUpId}`, {
+                method: 'DELETE'
+            });
+
+            if (response.ok) {
+                loadFollowUps();
+                alert('跟进记录删除成功！');
+            } else {
+                alert('删除跟进记录时出错');
+            }
+        } catch (error) {
+            console.error('Error deleting follow-up:', error);
+            alert('删除跟进记录时出错');
+        }
+    }
+
+    // Update follow-up pagination controls
+    function updateFollowupPaginationControls() {
+        const startItem = followupTotalItems === 0 ? 0 : (followupCurrentPage - 1) * followupPageSize + 1;
+        const endItem = Math.min(followupCurrentPage * followupPageSize, followupTotalItems);
+
+        document.getElementById('followupPaginationInfo').textContent =
+            `显示 ${startItem}-${endItem} 共 ${followupTotalItems} 条`;
+
+        document.getElementById('followupFirstPage').disabled = followupCurrentPage === 1;
+        document.getElementById('followupPrevPage').disabled = followupCurrentPage === 1;
+        document.getElementById('followupNextPage').disabled = followupCurrentPage === followupTotalPages;
+        document.getElementById('followupLastPage').disabled = followupCurrentPage === followupTotalPages;
+
+        const pageNumbers = document.getElementById('followupPageNumbers');
+        pageNumbers.innerHTML = '';
+
+        const maxVisiblePages = 5;
+        let startPage = Math.max(1, followupCurrentPage - Math.floor(maxVisiblePages / 2));
+        let endPage = Math.min(followupTotalPages, startPage + maxVisiblePages - 1);
+
+        if (endPage - startPage + 1 < maxVisiblePages) {
+            startPage = Math.max(1, endPage - maxVisiblePages + 1);
+        }
+
+        for (let i = startPage; i <= endPage; i++) {
+            const pageBtn = document.createElement('button');
+            pageBtn.className = `page-number ${i === followupCurrentPage ? 'active' : ''}`;
+            pageBtn.textContent = i;
+            pageBtn.addEventListener('click', () => {
+                followupCurrentPage = i;
+                loadFollowUps();
+            });
+            pageNumbers.appendChild(pageBtn);
+        }
+    }
+
+    // Follow-up pagination event listeners
+    if (document.getElementById('followupFirstPage')) {
+        document.getElementById('followupFirstPage').addEventListener('click', () => {
+            if (followupCurrentPage > 1) {
+                followupCurrentPage = 1;
+                loadFollowUps();
+            }
+        });
+    }
+
+    if (document.getElementById('followupPrevPage')) {
+        document.getElementById('followupPrevPage').addEventListener('click', () => {
+            if (followupCurrentPage > 1) {
+                followupCurrentPage--;
+                loadFollowUps();
+            }
+        });
+    }
+
+    if (document.getElementById('followupNextPage')) {
+        document.getElementById('followupNextPage').addEventListener('click', () => {
+            if (followupCurrentPage < followupTotalPages) {
+                followupCurrentPage++;
+                loadFollowUps();
+            }
+        });
+    }
+
+    if (document.getElementById('followupLastPage')) {
+        document.getElementById('followupLastPage').addEventListener('click', () => {
+            if (followupCurrentPage < followupTotalPages) {
+                followupCurrentPage = followupTotalPages;
+                loadFollowUps();
+            }
+        });
+    }
+
+    if (document.getElementById('followupPageSizeSelect')) {
+        document.getElementById('followupPageSizeSelect').addEventListener('change', (e) => {
+            followupPageSize = parseInt(e.target.value);
+            followupCurrentPage = 1;
+            loadFollowUps();
+        });
+    }
+
+    // Refresh follow-ups button
+    if (refreshFollowupsBtn) {
+        refreshFollowupsBtn.addEventListener('click', () => {
+            loadFollowUps();
+        });
+    }
 });

frontend/js/trial-periods-page.js

@@ -0,0 +1,410 @@
+// Trial Periods Page Management
+// This file handles the standalone trial periods page
+
+let trialPeriodsData = [];
+let trialCurrentPage = 1;
+let trialPageSize = 10;
+let trialTotalItems = 0;
+let trialTotalPages = 0;
+let customersMap = {}; // Map of customer ID to customer name
+
+// Initialize trial periods page
+function initTrialPeriodsPage() {
+    const addTrialBtn = document.getElementById('addTrialBtn');
+    const trialPeriodsSection = document.getElementById('trialPeriodsSection');
+
+    if (!trialPeriodsSection) return;
+
+    // Add trial button click
+    if (addTrialBtn) {
+        addTrialBtn.addEventListener('click', function () {
+            openAddTrialModal();
+        });
+    }
+
+    // Pagination controls
+    document.getElementById('trialFirstPage')?.addEventListener('click', () => {
+        trialCurrentPage = 1;
+        loadAllTrialPeriods();
+    });
+
+    document.getElementById('trialPrevPage')?.addEventListener('click', () => {
+        if (trialCurrentPage > 1) {
+            trialCurrentPage--;
+            loadAllTrialPeriods();
+        }
+    });
+
+    document.getElementById('trialNextPage')?.addEventListener('click', () => {
+        if (trialCurrentPage < trialTotalPages) {
+            trialCurrentPage++;
+            loadAllTrialPeriods();
+        }
+    });
+
+    document.getElementById('trialLastPage')?.addEventListener('click', () => {
+        trialCurrentPage = trialTotalPages;
+        loadAllTrialPeriods();
+    });
+
+    document.getElementById('trialPageSizeSelect')?.addEventListener('change', function () {
+        trialPageSize = parseInt(this.value);
+        trialCurrentPage = 1;
+        loadAllTrialPeriods();
+    });
+
+    // Load customers for dropdown
+    loadCustomersForDropdown();
+}
+
+// Load all customers for dropdown
+async function loadCustomersForDropdown() {
+    try {
+        console.log('Loading customers for dropdown...');
+        const response = await authenticatedFetch('/api/customers/list');
+
+        if (!response) {
+            console.error('No response from API');
+            return;
+        }
+
+        const data = await response.json();
+        console.log('Customers data:', data);
+
+        const customers = data.customers || [];
+        console.log('Number of customers:', customers.length);
+        customersMap = {};
+
+        const select = document.getElementById('trialCustomerSelect');
+        if (!select) {
+            console.error('trialCustomerSelect element not found');
+            return;
+        }
+
+        // Keep the first option (请选择客户)
+        select.innerHTML = '<option value="">请选择客户</option>';
+
+        customers.forEach(customer => {
+            customersMap[customer.id] = customer.customerName;
+            const option = document.createElement('option');
+            option.value = customer.id;
+            option.textContent = customer.customerName;
+            select.appendChild(option);
+        });
+
+        console.log('Customers loaded successfully. Total:', customers.length);
+    } catch (error) {
+        console.error('Error loading customers:', error);
+    }
+}
+
+
+// Load all trial periods
+async function loadAllTrialPeriods() {
+    try {
+        const response = await authenticatedFetch('/api/trial-periods/all');
+        const data = await response.json();
+
+        trialPeriodsData = data.trialPeriods || [];
+        trialTotalItems = trialPeriodsData.length;
+        trialTotalPages = Math.ceil(trialTotalItems / trialPageSize);
+
+        renderTrialPeriodsTable();
+        updateTrialPagination();
+    } catch (error) {
+        console.error('Error loading trial periods:', error);
+        trialPeriodsData = [];
+        renderTrialPeriodsTable();
+    }
+}
+
+// Render expiry warning cards
+function renderExpiryWarnings() {
+    const warningsContainer = document.getElementById('trialExpiryWarnings');
+    if (!warningsContainer) return;
+
+    warningsContainer.innerHTML = '';
+
+    const now = new Date();
+    now.setHours(0, 0, 0, 0); // Set to start of today
+
+    const warnings = [];
+
+    trialPeriodsData.forEach(period => {
+        const endTime = new Date(period.endTime);
+        endTime.setHours(0, 0, 0, 0); // Set to start of day
+
+        const daysUntilExpiry = Math.ceil((endTime - now) / (1000 * 60 * 60 * 24));
+        const customerName = customersMap[period.customerId] || period.customerId;
+
+        if (daysUntilExpiry >= 0 && daysUntilExpiry <= 3) {
+            warnings.push({
+                customerName,
+                endTime: period.endTime,
+                daysUntilExpiry,
+                period
+            });
+        }
+    });
+
+    // Sort by days until expiry (most urgent first)
+    warnings.sort((a, b) => a.daysUntilExpiry - b.daysUntilExpiry);
+
+    warnings.forEach(warning => {
+        const card = document.createElement('div');
+        let warningClass = 'warning-soon';
+        let iconClass = 'fa-info-circle';
+        let title = '试用即将到期';
+        let message = '';
+
+        if (warning.daysUntilExpiry === 0) {
+            warningClass = 'warning-today';
+            iconClass = 'fa-exclamation-triangle';
+            title = '试用今日到期';
+            message = `<strong>${warning.customerName}</strong> 客户的试用期将于<span class="expiry-warning-time">今天</span>到期，请及时跟进！`;
+        } else if (warning.daysUntilExpiry === 1) {
+            warningClass = 'warning-tomorrow';
+            iconClass = 'fa-exclamation-circle';
+            title = '试用明日到期';
+            message = `<strong>${warning.customerName}</strong> 客户的试用期将于<span class="expiry-warning-time">明天</span>到期，请及时跟进！`;
+        } else {
+            warningClass = 'warning-soon';
+            iconClass = 'fa-info-circle';
+            title = '试用即将到期';
+            message = `<strong>${warning.customerName}</strong> 客户的试用期将于<span class="expiry-warning-time">${warning.daysUntilExpiry}天后</span>到期，请及时跟进！`;
+        }
+
+        const formattedEndTime = formatDateTime(warning.endTime);
+        message += `<br><small>试用结束时间：${formattedEndTime}</small>`;
+
+        card.className = `expiry-warning-card ${warningClass}`;
+        card.innerHTML = `
+            <div class="expiry-warning-icon">
+                <i class="fas ${iconClass}"></i>
+            </div>
+            <div class="expiry-warning-content">
+                <div class="expiry-warning-title">${title}</div>
+                <div class="expiry-warning-message">${message}</div>
+            </div>
+            <button class="expiry-warning-close" onclick="this.parentElement.remove()">
+                <i class="fas fa-times"></i>
+            </button>
+        `;
+
+        warningsContainer.appendChild(card);
+    });
+}
+
+
+// Render trial periods table
+function renderTrialPeriodsTable() {
+    const tbody = document.getElementById('trialPeriodsBody');
+    if (!tbody) return;
+
+    tbody.innerHTML = '';
+
+    if (trialPeriodsData.length === 0) {
+        const row = document.createElement('tr');
+        row.innerHTML = '<td colspan="5" style="text-align: center; padding: 30px; color: #999;">暂无试用时间记录</td>';
+        tbody.appendChild(row);
+        return;
+    }
+
+    // Paginate data
+    const startIndex = (trialCurrentPage - 1) * trialPageSize;
+    const endIndex = Math.min(startIndex + trialPageSize, trialPeriodsData.length);
+    const pageData = trialPeriodsData.slice(startIndex, endIndex);
+
+    pageData.forEach(period => {
+        const row = document.createElement('tr');
+
+        const customerName = customersMap[period.customerId] || period.customerId;
+        const startTime = formatDateTime(period.startTime);
+        const endTime = formatDateTime(period.endTime);
+        const createdAt = formatDateTime(period.createdAt);
+
+        row.innerHTML = `
+            <td>${customerName}</td>
+            <td>${startTime}</td>
+            <td>${endTime}</td>
+            <td>${createdAt}</td>
+            <td>
+                <button class="action-btn edit-btn" data-id="${period.id}" title="编辑">
+                    <i class="fas fa-edit"></i>
+                </button>
+                <button class="action-btn delete-btn" data-id="${period.id}" title="删除">
+                    <i class="fas fa-trash"></i>
+                </button>
+            </td>
+        `;
+
+        tbody.appendChild(row);
+    });
+
+    // Add event listeners
+    tbody.querySelectorAll('.edit-btn').forEach(btn => {
+        btn.addEventListener('click', function () {
+            const periodId = this.getAttribute('data-id');
+            openEditTrialModal(periodId);
+        });
+    });
+
+    tbody.querySelectorAll('.delete-btn').forEach(btn => {
+        btn.addEventListener('click', function () {
+            const periodId = this.getAttribute('data-id');
+            deleteTrialPeriodFromPage(periodId);
+        });
+    });
+}
+
+// Update trial pagination
+function updateTrialPagination() {
+    const startItem = trialTotalItems === 0 ? 0 : (trialCurrentPage - 1) * trialPageSize + 1;
+    const endItem = Math.min(trialCurrentPage * trialPageSize, trialTotalItems);
+
+    document.getElementById('trialPaginationInfo').textContent =
+        `显示 ${startItem}-${endItem} 共 ${trialTotalItems} 条`;
+
+    document.getElementById('trialFirstPage').disabled = trialCurrentPage === 1;
+    document.getElementById('trialPrevPage').disabled = trialCurrentPage === 1;
+    document.getElementById('trialNextPage').disabled = trialCurrentPage === trialTotalPages;
+    document.getElementById('trialLastPage').disabled = trialCurrentPage === trialTotalPages;
+
+    // Update page numbers
+    const pageNumbers = document.getElementById('trialPageNumbers');
+    pageNumbers.innerHTML = '';
+
+    const maxVisiblePages = 5;
+    let startPage = Math.max(1, trialCurrentPage - Math.floor(maxVisiblePages / 2));
+    let endPage = Math.min(trialTotalPages, startPage + maxVisiblePages - 1);
+
+    if (endPage - startPage < maxVisiblePages - 1) {
+        startPage = Math.max(1, endPage - maxVisiblePages + 1);
+    }
+
+    for (let i = startPage; i <= endPage; i++) {
+        const pageBtn = document.createElement('button');
+        pageBtn.className = 'page-number';
+        if (i === trialCurrentPage) {
+            pageBtn.classList.add('active');
+        }
+        pageBtn.textContent = i;
+        pageBtn.addEventListener('click', () => {
+            trialCurrentPage = i;
+            loadAllTrialPeriods();
+        });
+        pageNumbers.appendChild(pageBtn);
+    }
+}
+
+// Open add trial modal
+function openAddTrialModal() {
+    console.log('Opening add trial modal');
+
+    // Load customers first
+    loadCustomersForDropdown().then(() => {
+        console.log('Customers loaded, opening modal');
+        document.getElementById('trialCustomerSelect').value = '';
+        document.getElementById('trialStartTime').value = '';
+        document.getElementById('trialEndTime').value = '';
+        document.getElementById('addTrialPeriodModal').style.display = 'block';
+    });
+}
+
+// Open edit trial modal
+function openEditTrialModal(periodId) {
+    const period = trialPeriodsData.find(p => p.id === periodId);
+    if (!period) return;
+
+    document.getElementById('editTrialPeriodId').value = period.id;
+
+    const startDate = new Date(period.startTime);
+    const endDate = new Date(period.endTime);
+
+    document.getElementById('editTrialStartTime').value = formatDateTimeLocal(startDate);
+    document.getElementById('editTrialEndTime').value = formatDateTimeLocal(endDate);
+
+    document.getElementById('editTrialPeriodModal').style.display = 'block';
+}
+
+// Delete trial period from page
+async function deleteTrialPeriodFromPage(periodId) {
+    if (!confirm('确定要删除这个试用时间记录吗？')) {
+        return;
+    }
+
+    try {
+        const response = await authenticatedFetch(`/api/trial-periods/${periodId}`, {
+            method: 'DELETE'
+        });
+
+        if (response.ok) {
+            await loadAllTrialPeriods();
+            alert('试用时间删除成功！');
+        } else {
+            alert('删除试用时间时出错');
+        }
+    } catch (error) {
+        console.error('Error deleting trial period:', error);
+        alert('删除试用时间时出错');
+    }
+}
+
+// Create trial period from page
+async function createTrialPeriodFromPage() {
+    const customerId = document.getElementById('trialCustomerSelect').value;
+    const startTime = document.getElementById('trialStartTime').value;
+    const endTime = document.getElementById('trialEndTime').value;
+
+    if (!customerId) {
+        alert('请选择客户');
+        return;
+    }
+
+    if (!startTime || !endTime) {
+        alert('请填写开始时间和结束时间');
+        return;
+    }
+
+    const formData = {
+        customerId: customerId,
+        startTime: new Date(startTime).toISOString(),
+        endTime: new Date(endTime).toISOString()
+    };
+
+    try {
+        const response = await authenticatedFetch('/api/trial-periods', {
+            method: 'POST',
+            headers: {
+                'Content-Type': 'application/json'
+            },
+            body: JSON.stringify(formData)
+        });
+
+        if (response.ok) {
+            document.getElementById('addTrialPeriodModal').style.display = 'none';
+            document.getElementById('addTrialPeriodForm').reset();
+            await loadAllTrialPeriods();
+            alert('试用时间添加成功！');
+        } else {
+            alert('添加试用时间时出错');
+        }
+    } catch (error) {
+        console.error('Error creating trial period:', error);
+        alert('添加试用时间时出错');
+    }
+}
+
+// Initialize when switching to trial periods section
+document.addEventListener('DOMContentLoaded', function () {
+    initTrialPeriodsPage();
+
+    // Override the form submit for add trial period
+    const addForm = document.getElementById('addTrialPeriodForm');
+    if (addForm) {
+        addForm.addEventListener('submit', async function (e) {
+            e.preventDefault();
+            await createTrialPeriodFromPage();
+        });
+    }
+});

frontend/js/trial-periods.js

@@ -0,0 +1,293 @@
+// Trial Period Management JavaScript
+// This file contains all trial period related functionality
+
+// Global variables for trial periods
+let currentCustomerId = null;
+let currentTrialPeriods = [];
+
+// Initialize trial period modals and event listeners
+function initTrialPeriodManagement() {
+    const addTrialPeriodModal = document.getElementById('addTrialPeriodModal');
+    const editTrialPeriodModal = document.getElementById('editTrialPeriodModal');
+    const addTrialPeriodBtn = document.getElementById('addTrialPeriodBtn');
+    const addTrialPeriodForm = document.getElementById('addTrialPeriodForm');
+    const editTrialPeriodForm = document.getElementById('editTrialPeriodForm');
+
+    // Add trial period button click
+    if (addTrialPeriodBtn) {
+        addTrialPeriodBtn.addEventListener('click', function () {
+            document.getElementById('trialCustomerId').value = currentCustomerId;
+            addTrialPeriodModal.style.display = 'block';
+        });
+    }
+
+    // Close modals
+    const closeButtons = document.querySelectorAll('.close');
+    closeButtons.forEach(btn => {
+        btn.addEventListener('click', function () {
+            const modal = this.closest('.modal');
+            if (modal) {
+                modal.style.display = 'none';
+            }
+        });
+    });
+
+    // Cancel buttons
+    document.querySelector('.cancel-trial')?.addEventListener('click', function () {
+        addTrialPeriodModal.style.display = 'none';
+    });
+
+    document.querySelector('.cancel-edit-trial')?.addEventListener('click', function () {
+        editTrialPeriodModal.style.display = 'none';
+    });
+
+    // Add trial period form submit
+    if (addTrialPeriodForm) {
+        addTrialPeriodForm.addEventListener('submit', async function (e) {
+            e.preventDefault();
+            await createTrialPeriod();
+        });
+    }
+
+    // Edit trial period form submit
+    if (editTrialPeriodForm) {
+        editTrialPeriodForm.addEventListener('submit', async function (e) {
+            e.preventDefault();
+            await updateTrialPeriod();
+        });
+    }
+
+    // Click outside modal to close
+    window.addEventListener('click', function (e) {
+        if (e.target === addTrialPeriodModal) {
+            addTrialPeriodModal.style.display = 'none';
+        }
+        if (e.target === editTrialPeriodModal) {
+            editTrialPeriodModal.style.display = 'none';
+        }
+    });
+}
+
+// Load trial periods for a customer
+async function loadTrialPeriods(customerId) {
+    currentCustomerId = customerId;
+
+    try {
+        const response = await authenticatedFetch(`/api/trial-periods?customerId=${customerId}`);
+        const data = await response.json();
+
+        currentTrialPeriods = data.trialPeriods || [];
+        renderTrialPeriods();
+    } catch (error) {
+        console.error('Error loading trial periods:', error);
+        currentTrialPeriods = [];
+        renderTrialPeriods();
+    }
+}
+
+// Render trial periods table
+function renderTrialPeriods() {
+    const tbody = document.getElementById('trialPeriodsTableBody');
+    const noDataMessage = document.getElementById('noTrialPeriodsMessage');
+    const table = document.querySelector('.trial-periods-table');
+
+    if (!tbody) return;
+
+    tbody.innerHTML = '';
+
+    if (currentTrialPeriods.length === 0) {
+        table.style.display = 'none';
+        noDataMessage.style.display = 'block';
+        return;
+    }
+
+    table.style.display = 'table';
+    noDataMessage.style.display = 'none';
+
+    currentTrialPeriods.forEach(period => {
+        const row = document.createElement('tr');
+
+        const startTime = formatDateTime(period.startTime);
+        const endTime = formatDateTime(period.endTime);
+
+        row.innerHTML = `
+            <td>${startTime}</td>
+            <td>${endTime}</td>
+            <td>
+                <div class="trial-action-btns">
+                    <button class="action-btn edit-btn" data-id="${period.id}" title="编辑">
+                        <i class="fas fa-edit"></i>
+                    </button>
+                    <button class="action-btn delete-btn" data-id="${period.id}" title="删除">
+                        <i class="fas fa-trash"></i>
+                    </button>
+                </div>
+            </td>
+        `;
+
+        tbody.appendChild(row);
+    });
+
+    // Add event listeners to edit and delete buttons
+    tbody.querySelectorAll('.edit-btn').forEach(btn => {
+        btn.addEventListener('click', function () {
+            const periodId = this.getAttribute('data-id');
+            openEditTrialPeriodModal(periodId);
+        });
+    });
+
+    tbody.querySelectorAll('.delete-btn').forEach(btn => {
+        btn.addEventListener('click', function () {
+            const periodId = this.getAttribute('data-id');
+            deleteTrialPeriod(periodId);
+        });
+    });
+}
+
+// Format datetime for display
+function formatDateTime(dateTimeStr) {
+    if (!dateTimeStr) return '';
+
+    const date = new Date(dateTimeStr);
+    const year = date.getFullYear();
+    const month = String(date.getMonth() + 1).padStart(2, '0');
+    const day = String(date.getDate()).padStart(2, '0');
+    const hours = String(date.getHours()).padStart(2, '0');
+    const minutes = String(date.getMinutes()).padStart(2, '0');
+
+    return `${year}/${month}/${day} ${hours}:${minutes}`;
+}
+
+// Create trial period
+async function createTrialPeriod() {
+    const customerId = document.getElementById('trialCustomerId').value;
+    const startTime = document.getElementById('trialStartTime').value;
+    const endTime = document.getElementById('trialEndTime').value;
+
+    if (!startTime || !endTime) {
+        alert('请填写开始时间和结束时间');
+        return;
+    }
+
+    const formData = {
+        customerId: customerId,
+        startTime: new Date(startTime).toISOString(),
+        endTime: new Date(endTime).toISOString()
+    };
+
+    try {
+        const response = await authenticatedFetch('/api/trial-periods', {
+            method: 'POST',
+            headers: {
+                'Content-Type': 'application/json'
+            },
+            body: JSON.stringify(formData)
+        });
+
+        if (response.ok) {
+            document.getElementById('addTrialPeriodModal').style.display = 'none';
+            document.getElementById('addTrialPeriodForm').reset();
+            await loadTrialPeriods(customerId);
+            alert('试用时间添加成功！');
+        } else {
+            alert('添加试用时间时出错');
+        }
+    } catch (error) {
+        console.error('Error creating trial period:', error);
+        alert('添加试用时间时出错');
+    }
+}
+
+// Open edit trial period modal
+function openEditTrialPeriodModal(periodId) {
+    const period = currentTrialPeriods.find(p => p.id === periodId);
+    if (!period) return;
+
+    document.getElementById('editTrialPeriodId').value = period.id;
+
+    // Convert ISO string to datetime-local format
+    const startDate = new Date(period.startTime);
+    const endDate = new Date(period.endTime);
+
+    document.getElementById('editTrialStartTime').value = formatDateTimeLocal(startDate);
+    document.getElementById('editTrialEndTime').value = formatDateTimeLocal(endDate);
+
+    document.getElementById('editTrialPeriodModal').style.display = 'block';
+}
+
+// Format date to datetime-local input format
+function formatDateTimeLocal(date) {
+    const year = date.getFullYear();
+    const month = String(date.getMonth() + 1).padStart(2, '0');
+    const day = String(date.getDate()).padStart(2, '0');
+    const hours = String(date.getHours()).padStart(2, '0');
+    const minutes = String(date.getMinutes()).padStart(2, '0');
+
+    return `${year}-${month}-${day}T${hours}:${minutes}`;
+}
+
+// Update trial period
+async function updateTrialPeriod() {
+    const periodId = document.getElementById('editTrialPeriodId').value;
+    const startTime = document.getElementById('editTrialStartTime').value;
+    const endTime = document.getElementById('editTrialEndTime').value;
+
+    if (!startTime || !endTime) {
+        alert('请填写开始时间和结束时间');
+        return;
+    }
+
+    const formData = {
+        startTime: new Date(startTime).toISOString(),
+        endTime: new Date(endTime).toISOString()
+    };
+
+    try {
+        const response = await authenticatedFetch(`/api/trial-periods/${periodId}`, {
+            method: 'PUT',
+            headers: {
+                'Content-Type': 'application/json'
+            },
+            body: JSON.stringify(formData)
+        });
+
+        if (response.ok) {
+            document.getElementById('editTrialPeriodModal').style.display = 'none';
+            await loadTrialPeriods(currentCustomerId);
+            alert('试用时间更新成功！');
+        } else {
+            alert('更新试用时间时出错');
+        }
+    } catch (error) {
+        console.error('Error updating trial period:', error);
+        alert('更新试用时间时出错');
+    }
+}
+
+// Delete trial period
+async function deleteTrialPeriod(periodId) {
+    if (!confirm('确定要删除这个试用时间记录吗？')) {
+        return;
+    }
+
+    try {
+        const response = await authenticatedFetch(`/api/trial-periods/${periodId}`, {
+            method: 'DELETE'
+        });
+
+        if (response.ok) {
+            await loadTrialPeriods(currentCustomerId);
+            alert('试用时间删除成功！');
+        } else {
+            alert('删除试用时间时出错');
+        }
+    } catch (error) {
+        console.error('Error deleting trial period:', error);
+        alert('删除试用时间时出错');
+    }
+}
+
+// Initialize when DOM is loaded
+document.addEventListener('DOMContentLoaded', function () {
+    initTrialPeriodManagement();
+});

internal/handlers/customer_handler.go

@@ -1,9 +1,12 @@
 package handlers
 
 import (
+	"bytes"
 	"encoding/csv"
 	"encoding/json"
+	"fmt"
 	"io"
+	"log"
 	"net/http"
 	"strconv"
 	"strings"
@@ -17,11 +20,13 @@ import (
 
 type CustomerHandler struct {
 	storage       storage.CustomerStorage
+	feishuWebhook string
 }
 
-func NewCustomerHandler(storage storage.CustomerStorage) *CustomerHandler {
+func NewCustomerHandler(storage storage.CustomerStorage, feishuWebhook string) *CustomerHandler {
 	return &CustomerHandler{
 		storage:       storage,
+		feishuWebhook: feishuWebhook,
 	}
 }
 
@@ -160,11 +165,23 @@ func (h *CustomerHandler) UpdateCustomer(w http.ResponseWriter, r *http.Request)
 		return
 	}
 
+	// Get customer info for notification
+	customer, err := h.storage.GetCustomerByID(id)
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
 	if err := h.storage.UpdateCustomer(id, req); err != nil {
 		http.Error(w, err.Error(), http.StatusInternalServerError)
 		return
 	}
 
+	// Send Feishu notification if reporter (trial period) is updated
+	if req.Reporter != nil && *req.Reporter != "" && h.feishuWebhook != "" && customer != nil {
+		go h.sendTrialNotification(customer.CustomerName, *req.Reporter)
+	}
+
 	w.WriteHeader(http.StatusOK)
 }
 
@@ -252,14 +269,14 @@ func (h *CustomerHandler) ImportCustomers(w http.ResponseWriter, r *http.Request
 				ID:              "", // Will be generated by the storage
 				CreatedAt:       time.Now(),
 				CustomerName:    getValue(row, 0),
-				Version:         getValue(row, 1),
-				Description:     getValue(row, 2),
-				Solution:        getValue(row, 3),
-				Type:            getValue(row, 4),
-				Module:          getValue(row, 5),
-				StatusProgress:  getValue(row, 6),
-				Reporter:        getValue(row, 7),
-				IntendedProduct: getValue(row, 8),
+				IntendedProduct: getValue(row, 1),
+				Version:         getValue(row, 2),
+				Description:     getValue(row, 3),
+				Solution:        getValue(row, 4),
+				Type:            getValue(row, 5),
+				Module:          getValue(row, 6),
+				StatusProgress:  getValue(row, 7),
+				Reporter:        "",
 			}
 
 			// Check for duplicate
@@ -310,14 +327,14 @@ func (h *CustomerHandler) ImportCustomers(w http.ResponseWriter, r *http.Request
 				ID:              "", // Will be generated by the storage
 				CreatedAt:       time.Now(),
 				CustomerName:    getValue(row, 0),
-				Version:         getValue(row, 1),
-				Description:     getValue(row, 2),
-				Solution:        getValue(row, 3),
-				Type:            getValue(row, 4),
-				Module:          getValue(row, 5),
-				StatusProgress:  getValue(row, 6),
-				Reporter:        getValue(row, 7),
-				IntendedProduct: getValue(row, 8),
+				IntendedProduct: getValue(row, 1),
+				Version:         getValue(row, 2),
+				Description:     getValue(row, 3),
+				Solution:        getValue(row, 4),
+				Type:            getValue(row, 5),
+				Module:          getValue(row, 6),
+				StatusProgress:  getValue(row, 7),
+				Reporter:        "",
 			}
 
 			// Check for duplicate
@@ -356,3 +373,37 @@ func getValue(row []string, index int) string {
 	}
 	return ""
 }
+
+// sendTrialNotification sends a Feishu notification when trial period is set/updated
+func (h *CustomerHandler) sendTrialNotification(customerName, trialPeriod string) {
+	if h.feishuWebhook == "" {
+		return
+	}
+
+	message := map[string]interface{}{
+		"msg_type": "text",
+		"content": map[string]string{
+			"text": fmt.Sprintf("温馨提示：%s客户于明日试用到期，请及时跟进！\n试用时间：%s", customerName, trialPeriod),
+		},
+	}
+
+	jsonData, err := json.Marshal(message)
+	if err != nil {
+		log.Printf("Failed to marshal Feishu message: %v", err)
+		return
+	}
+
+	resp, err := http.Post(h.feishuWebhook, "application/json", bytes.NewBuffer(jsonData))
+	if err != nil {
+		log.Printf("Failed to send Feishu notification: %v", err)
+		return
+	}
+	defer resp.Body.Close()
+
+	if resp.StatusCode != http.StatusOK {
+		log.Printf("Feishu API returned status: %d", resp.StatusCode)
+		return
+	}
+
+	log.Printf("Sent trial notification for customer: %s", customerName)
+}

internal/handlers/followup_handler.go

@@ -0,0 +1,307 @@
+package handlers
+
+import (
+	"bytes"
+	"encoding/json"
+	"fmt"
+	"net/http"
+	"strconv"
+	"strings"
+	"time"
+
+	"crm-go/internal/storage"
+	"crm-go/models"
+)
+
+type FollowUpHandler struct {
+	storage         storage.FollowUpStorage
+	customerStorage storage.CustomerStorage
+	feishuWebhook   string
+}
+
+func NewFollowUpHandler(storage storage.FollowUpStorage, customerStorage storage.CustomerStorage, feishuWebhook string) *FollowUpHandler {
+	return &FollowUpHandler{
+		storage:         storage,
+		customerStorage: customerStorage,
+		feishuWebhook:   feishuWebhook,
+	}
+}
+
+func (h *FollowUpHandler) GetFollowUps(w http.ResponseWriter, r *http.Request) {
+	page := 1
+	pageSize := 10
+
+	if pageStr := r.URL.Query().Get("page"); pageStr != "" {
+		if p, err := strconv.Atoi(pageStr); err == nil && p > 0 {
+			page = p
+		}
+	}
+
+	if pageSizeStr := r.URL.Query().Get("pageSize"); pageSizeStr != "" {
+		if ps, err := strconv.Atoi(pageSizeStr); err == nil && ps > 0 {
+			pageSize = ps
+		}
+	}
+
+	followUps, err := h.storage.GetAllFollowUps()
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	total := len(followUps)
+	totalPages := (total + pageSize - 1) / pageSize
+
+	start := (page - 1) * pageSize
+	end := start + pageSize
+
+	if start >= total {
+		followUps = []models.FollowUp{}
+	} else if end > total {
+		followUps = followUps[start:]
+	} else {
+		followUps = followUps[start:end]
+	}
+
+	response := map[string]interface{}{
+		"followUps":  followUps,
+		"total":      total,
+		"page":       page,
+		"pageSize":   pageSize,
+		"totalPages": totalPages,
+	}
+
+	w.Header().Set("Content-Type", "application/json")
+	json.NewEncoder(w).Encode(response)
+}
+
+func (h *FollowUpHandler) GetFollowUpByID(w http.ResponseWriter, r *http.Request) {
+	urlPath := r.URL.Path
+	pathParts := strings.Split(urlPath, "/")
+
+	if len(pathParts) < 4 {
+		http.Error(w, "Invalid URL format", http.StatusBadRequest)
+		return
+	}
+
+	id := pathParts[3]
+
+	if idx := strings.Index(id, "?"); idx != -1 {
+		id = id[:idx]
+	}
+
+	followUp, err := h.storage.GetFollowUpByID(id)
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	if followUp == nil {
+		http.Error(w, "Follow-up not found", http.StatusNotFound)
+		return
+	}
+
+	w.Header().Set("Content-Type", "application/json")
+	json.NewEncoder(w).Encode(followUp)
+}
+
+func (h *FollowUpHandler) CreateFollowUp(w http.ResponseWriter, r *http.Request) {
+	var req models.CreateFollowUpRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		http.Error(w, "Invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	// Parse follow-up time
+	followUpTime, err := time.Parse(time.RFC3339, req.FollowUpTime)
+	if err != nil {
+		http.Error(w, "Invalid follow-up time format", http.StatusBadRequest)
+		return
+	}
+
+	followUp := models.FollowUp{
+		CustomerName:     req.CustomerName,
+		DealStatus:       req.DealStatus,
+		CustomerLevel:    req.CustomerLevel,
+		Industry:         req.Industry,
+		FollowUpTime:     followUpTime,
+		CreatedAt:        time.Now(),
+		NotificationSent: false,
+	}
+
+	if err := h.storage.CreateFollowUp(followUp); err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("Content-Type", "application/json")
+	w.WriteHeader(http.StatusCreated)
+	json.NewEncoder(w).Encode(followUp)
+}
+
+func (h *FollowUpHandler) UpdateFollowUp(w http.ResponseWriter, r *http.Request) {
+	urlPath := r.URL.Path
+	pathParts := strings.Split(urlPath, "/")
+
+	if len(pathParts) < 4 {
+		http.Error(w, "Invalid URL format", http.StatusBadRequest)
+		return
+	}
+
+	id := pathParts[3]
+
+	if idx := strings.Index(id, "?"); idx != -1 {
+		id = id[:idx]
+	}
+
+	var req models.UpdateFollowUpRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		http.Error(w, "Invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	if err := h.storage.UpdateFollowUp(id, req); err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	w.WriteHeader(http.StatusOK)
+}
+
+func (h *FollowUpHandler) DeleteFollowUp(w http.ResponseWriter, r *http.Request) {
+	urlPath := r.URL.Path
+	pathParts := strings.Split(urlPath, "/")
+
+	if len(pathParts) < 4 {
+		http.Error(w, "Invalid URL format", http.StatusBadRequest)
+		return
+	}
+
+	id := pathParts[3]
+
+	if idx := strings.Index(id, "?"); idx != -1 {
+		id = id[:idx]
+	}
+
+	if err := h.storage.DeleteFollowUp(id); err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	w.WriteHeader(http.StatusOK)
+}
+
+// SendFeishuNotification sends a notification to Feishu
+func (h *FollowUpHandler) SendFeishuNotification(customerName string) error {
+	if h.feishuWebhook == "" {
+		return fmt.Errorf("Feishu webhook URL not configured")
+	}
+
+	// Create Feishu card message
+	message := map[string]interface{}{
+		"msg_type": "interactive",
+		"card": map[string]interface{}{
+			"header": map[string]interface{}{
+				"title": map[string]interface{}{
+					"tag":     "plain_text",
+					"content": "客户跟进提醒",
+				},
+				"template": "blue",
+			},
+			"elements": []map[string]interface{}{
+				{
+					"tag": "div",
+					"text": map[string]interface{}{
+						"tag":     "lark_md",
+						"content": fmt.Sprintf("<at id=all></at> 请及时跟进 \"%s\"", customerName),
+					},
+				},
+			},
+		},
+	}
+
+	jsonData, err := json.Marshal(message)
+	if err != nil {
+		return err
+	}
+
+	resp, err := http.Post(h.feishuWebhook, "application/json", bytes.NewBuffer(jsonData))
+	if err != nil {
+		return err
+	}
+	defer resp.Body.Close()
+
+	if resp.StatusCode != http.StatusOK {
+		return fmt.Errorf("Feishu API returned status code: %d", resp.StatusCode)
+	}
+
+	return nil
+}
+
+// CheckAndSendNotifications checks for pending notifications and sends them
+func (h *FollowUpHandler) CheckAndSendNotifications() error {
+	pendingFollowUps, err := h.storage.GetPendingNotifications()
+	if err != nil {
+		return err
+	}
+
+	for _, followUp := range pendingFollowUps {
+		// Send Feishu notification
+		if err := h.SendFeishuNotification(followUp.CustomerName); err != nil {
+			fmt.Printf("Error sending notification for follow-up %s: %v\n", followUp.ID, err)
+			continue
+		}
+
+		// Mark notification as sent
+		if err := h.storage.MarkNotificationSent(followUp.ID); err != nil {
+			fmt.Printf("Error marking notification as sent for follow-up %s: %v\n", followUp.ID, err)
+		}
+	}
+
+	return nil
+}
+
+// GetCustomerList returns a list of customers with id and name
+func (h *FollowUpHandler) GetCustomerList(w http.ResponseWriter, r *http.Request) {
+	customers, err := h.customerStorage.GetAllCustomers()
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	fmt.Printf("DEBUG: Total customers from storage: %d\n", len(customers))
+
+	// Create a list of customer objects with id and name
+	type CustomerInfo struct {
+		ID           string `json:"id"`
+		CustomerName string `json:"customerName"`
+	}
+
+	// Use a map to deduplicate customers by name
+	customerMap := make(map[string]CustomerInfo)
+	for _, customer := range customers {
+		if customer.CustomerName != "" {
+			// Only keep the first occurrence of each customer name
+			if _, exists := customerMap[customer.CustomerName]; !exists {
+				customerMap[customer.CustomerName] = CustomerInfo{
+					ID:           customer.ID,
+					CustomerName: customer.CustomerName,
+				}
+				fmt.Printf("DEBUG: Added customer: ID=%s, Name=%s\n", customer.ID, customer.CustomerName)
+			}
+		}
+	}
+
+	// Convert map to slice
+	var customerList []CustomerInfo
+	for _, customer := range customerMap {
+		customerList = append(customerList, customer)
+	}
+
+	fmt.Printf("DEBUG: Total unique customer list items: %d\n", len(customerList))
+
+	w.Header().Set("Content-Type", "application/json")
+	json.NewEncoder(w).Encode(map[string]interface{}{
+		"customers": customerList,
+	})
+}

internal/handlers/trial_period_handler.go

@@ -0,0 +1,329 @@
+package handlers
+
+import (
+	"bytes"
+	"encoding/json"
+	"fmt"
+	"log"
+	"net/http"
+	"strings"
+	"time"
+
+	"crm-go/internal/storage"
+	"crm-go/models"
+)
+
+type TrialPeriodHandler struct {
+	storage         storage.TrialPeriodStorage
+	customerStorage storage.CustomerStorage
+	feishuWebhook   string
+}
+
+func NewTrialPeriodHandler(storage storage.TrialPeriodStorage, customerStorage storage.CustomerStorage, feishuWebhook string) *TrialPeriodHandler {
+	return &TrialPeriodHandler{
+		storage:         storage,
+		customerStorage: customerStorage,
+		feishuWebhook:   feishuWebhook,
+	}
+}
+
+// GetTrialPeriodsByCustomer returns all trial periods for a specific customer
+func (h *TrialPeriodHandler) GetTrialPeriodsByCustomer(w http.ResponseWriter, r *http.Request) {
+	customerID := r.URL.Query().Get("customerId")
+	if customerID == "" {
+		http.Error(w, "Customer ID is required", http.StatusBadRequest)
+		return
+	}
+
+	trialPeriods, err := h.storage.GetTrialPeriodsByCustomerID(customerID)
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("Content-Type", "application/json")
+	json.NewEncoder(w).Encode(map[string]interface{}{
+		"trialPeriods": trialPeriods,
+	})
+}
+
+// GetAllTrialPeriods returns all trial periods
+func (h *TrialPeriodHandler) GetAllTrialPeriods(w http.ResponseWriter, r *http.Request) {
+	trialPeriods, err := h.storage.GetAllTrialPeriods()
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	w.Header().Set("Content-Type", "application/json")
+	json.NewEncoder(w).Encode(map[string]interface{}{
+		"trialPeriods": trialPeriods,
+	})
+}
+
+// CreateTrialPeriod creates a new trial period
+func (h *TrialPeriodHandler) CreateTrialPeriod(w http.ResponseWriter, r *http.Request) {
+	var req models.CreateTrialPeriodRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		http.Error(w, "Invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	// Parse start and end times
+	startTime, err := time.Parse(time.RFC3339, req.StartTime)
+	if err != nil {
+		http.Error(w, "Invalid start time format", http.StatusBadRequest)
+		return
+	}
+
+	endTime, err := time.Parse(time.RFC3339, req.EndTime)
+	if err != nil {
+		http.Error(w, "Invalid end time format", http.StatusBadRequest)
+		return
+	}
+
+	trialPeriod := models.TrialPeriod{
+		CustomerID: req.CustomerID,
+		StartTime:  startTime,
+		EndTime:    endTime,
+		CreatedAt:  time.Now(),
+	}
+
+	createdPeriod, err := h.storage.CreateTrialPeriod(trialPeriod)
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	// Send Feishu notification
+	if h.feishuWebhook != "" {
+		go h.sendTrialNotification(req.CustomerID, startTime, endTime)
+	}
+
+	w.Header().Set("Content-Type", "application/json")
+	w.WriteHeader(http.StatusCreated)
+	json.NewEncoder(w).Encode(createdPeriod)
+}
+
+// UpdateTrialPeriod updates an existing trial period
+func (h *TrialPeriodHandler) UpdateTrialPeriod(w http.ResponseWriter, r *http.Request) {
+	urlPath := r.URL.Path
+	pathParts := strings.Split(urlPath, "/")
+
+	if len(pathParts) < 4 {
+		http.Error(w, "Invalid URL format", http.StatusBadRequest)
+		return
+	}
+
+	id := pathParts[3]
+	if idx := strings.Index(id, "?"); idx != -1 {
+		id = id[:idx]
+	}
+
+	var req models.UpdateTrialPeriodRequest
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		http.Error(w, "Invalid request body", http.StatusBadRequest)
+		return
+	}
+
+	// Get existing trial period for notification
+	existingPeriod, err := h.storage.GetTrialPeriodByID(id)
+	if err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	if err := h.storage.UpdateTrialPeriod(id, req); err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	// Send Feishu notification if updated
+	if existingPeriod != nil && h.feishuWebhook != "" {
+		var startTime, endTime time.Time
+		if req.StartTime != nil {
+			startTime, _ = time.Parse(time.RFC3339, *req.StartTime)
+		} else {
+			startTime = existingPeriod.StartTime
+		}
+		if req.EndTime != nil {
+			endTime, _ = time.Parse(time.RFC3339, *req.EndTime)
+		} else {
+			endTime = existingPeriod.EndTime
+		}
+		go h.sendTrialNotification(existingPeriod.CustomerID, startTime, endTime)
+	}
+
+	w.WriteHeader(http.StatusOK)
+}
+
+// DeleteTrialPeriod deletes a trial period
+func (h *TrialPeriodHandler) DeleteTrialPeriod(w http.ResponseWriter, r *http.Request) {
+	urlPath := r.URL.Path
+	pathParts := strings.Split(urlPath, "/")
+
+	if len(pathParts) < 4 {
+		http.Error(w, "Invalid URL format", http.StatusBadRequest)
+		return
+	}
+
+	id := pathParts[3]
+	if idx := strings.Index(id, "?"); idx != -1 {
+		id = id[:idx]
+	}
+
+	if err := h.storage.DeleteTrialPeriod(id); err != nil {
+		http.Error(w, err.Error(), http.StatusInternalServerError)
+		return
+	}
+
+	w.WriteHeader(http.StatusOK)
+}
+
+// sendTrialNotification sends a rich Feishu card notification
+func (h *TrialPeriodHandler) sendTrialNotification(customerID string, startTime, endTime time.Time) {
+	if h.feishuWebhook == "" {
+		return
+	}
+
+	// Calculate days until expiry
+	now := time.Now()
+	today := time.Date(now.Year(), now.Month(), now.Day(), 0, 0, 0, 0, now.Location())
+	endDateOnly := time.Date(endTime.Year(), endTime.Month(), endTime.Day(), 0, 0, 0, 0, endTime.Location())
+	daysUntilExpiry := int(endDateOnly.Sub(today).Hours() / 24)
+
+	// Only send notification if expiring within 3 days
+	if daysUntilExpiry < 0 || daysUntilExpiry > 3 {
+		return
+	}
+
+	// Get customer name
+	customerName := customerID
+	customer, err := h.customerStorage.GetCustomerByID(customerID)
+	if err == nil && customer != nil {
+		customerName = customer.CustomerName
+	}
+
+	// Determine urgency level and message based on days until expiry
+	var title, urgencyLevel, urgencyColor, expiryText string
+	switch daysUntilExpiry {
+	case 0:
+		title = "🔴 试用今日到期提醒"
+		urgencyLevel = "紧急"
+		urgencyColor = "red"
+		expiryText = "今天"
+	case 1:
+		title = "🟠 试用明日到期提醒"
+		urgencyLevel = "重要"
+		urgencyColor = "orange"
+		expiryText = "明天"
+	case 2:
+		title = "🟡 试用即将到期提醒"
+		urgencyLevel = "提醒"
+		urgencyColor = "blue"
+		expiryText = "2天后"
+	case 3:
+		title = "🔵 试用即将到期提醒"
+		urgencyLevel = "提醒"
+		urgencyColor = "blue"
+		expiryText = "3天后"
+	default:
+		title = "📅 试用到期提醒"
+		urgencyLevel = "提醒"
+		urgencyColor = "blue"
+		expiryText = fmt.Sprintf("%d天后", daysUntilExpiry)
+	}
+
+	// Format trial period
+	trialPeriod := fmt.Sprintf("%d/%d/%d %02d:%02d～%d/%d/%d %02d:%02d",
+		startTime.Year(), startTime.Month(), startTime.Day(), startTime.Hour(), startTime.Minute(),
+		endTime.Year(), endTime.Month(), endTime.Day(), endTime.Hour(), endTime.Minute())
+
+	// Create rich card message
+	message := map[string]interface{}{
+		"msg_type": "interactive",
+		"card": map[string]interface{}{
+			"header": map[string]interface{}{
+				"title": map[string]interface{}{
+					"tag":     "plain_text",
+					"content": title,
+				},
+				"template": urgencyColor,
+			},
+			"elements": []interface{}{
+				map[string]interface{}{
+					"tag": "div",
+					"fields": []interface{}{
+						map[string]interface{}{
+							"is_short": true,
+							"text": map[string]interface{}{
+								"tag":     "lark_md",
+								"content": fmt.Sprintf("**客户名称**\n%s", customerName),
+							},
+						},
+						map[string]interface{}{
+							"is_short": true,
+							"text": map[string]interface{}{
+								"tag":     "lark_md",
+								"content": fmt.Sprintf("**紧急程度**\n%s", urgencyLevel),
+							},
+						},
+					},
+				},
+				map[string]interface{}{
+					"tag": "div",
+					"fields": []interface{}{
+						map[string]interface{}{
+							"is_short": false,
+							"text": map[string]interface{}{
+								"tag":     "lark_md",
+								"content": fmt.Sprintf("**试用时间**\n%s", trialPeriod),
+							},
+						},
+					},
+				},
+				map[string]interface{}{
+					"tag": "div",
+					"text": map[string]interface{}{
+						"tag":     "lark_md",
+						"content": fmt.Sprintf("⏰ 该客户的试用期将于 **%s** 到期，请及时跟进！", expiryText),
+					},
+				},
+				map[string]interface{}{
+					"tag": "hr",
+				},
+				map[string]interface{}{
+					"tag": "note",
+					"elements": []interface{}{
+						map[string]interface{}{
+							"tag":     "plain_text",
+							"content": fmt.Sprintf("发送时间：%s", time.Now().Format("2006-01-02 15:04:05")),
+						},
+					},
+				},
+			},
+		},
+	}
+
+	jsonData, err := json.Marshal(message)
+	if err != nil {
+		log.Printf("Failed to marshal Feishu message: %v", err)
+		return
+	}
+
+	log.Printf("DEBUG: Sending Feishu message from trial_period_handler: %s", string(jsonData))
+
+	resp, err := http.Post(h.feishuWebhook, "application/json", bytes.NewBuffer(jsonData))
+	if err != nil {
+		log.Printf("Failed to send Feishu notification: %v", err)
+		return
+	}
+	defer resp.Body.Close()
+
+	if resp.StatusCode != http.StatusOK {
+		log.Printf("Feishu API returned status: %d", resp.StatusCode)
+		return
+	}
+
+	log.Printf("Sent trial notification for customer: %s (expires in %d days)", customerID, daysUntilExpiry)
+}

internal/storage/followup_storage.go

@@ -0,0 +1,242 @@
+package storage
+
+import (
+	"crm-go/models"
+	"crypto/rand"
+	"encoding/hex"
+	"encoding/json"
+	"os"
+	"path/filepath"
+	"sync"
+	"time"
+)
+
+type FollowUpStorage interface {
+	GetAllFollowUps() ([]models.FollowUp, error)
+	GetFollowUpByID(id string) (*models.FollowUp, error)
+	CreateFollowUp(followUp models.FollowUp) error
+	UpdateFollowUp(id string, updates models.UpdateFollowUpRequest) error
+	DeleteFollowUp(id string) error
+	SaveFollowUps(followUps []models.FollowUp) error
+	LoadFollowUps() ([]models.FollowUp, error)
+	GetPendingNotifications() ([]models.FollowUp, error)
+	MarkNotificationSent(id string) error
+}
+
+type followUpStorage struct {
+	filePath string
+	mutex    sync.RWMutex
+}
+
+func NewFollowUpStorage(filePath string) FollowUpStorage {
+	storage := &followUpStorage{
+		filePath: filePath,
+	}
+	return storage
+}
+
+func (fs *followUpStorage) GetAllFollowUps() ([]models.FollowUp, error) {
+	fs.mutex.RLock()
+	defer fs.mutex.RUnlock()
+
+	followUps, err := fs.LoadFollowUps()
+	if err != nil {
+		return nil, err
+	}
+
+	// Sort by FollowUpTime in descending order (newest first)
+	for i := 0; i < len(followUps)-1; i++ {
+		for j := i + 1; j < len(followUps); j++ {
+			if followUps[i].FollowUpTime.Before(followUps[j].FollowUpTime) {
+				followUps[i], followUps[j] = followUps[j], followUps[i]
+			}
+		}
+	}
+
+	return followUps, nil
+}
+
+func (fs *followUpStorage) GetFollowUpByID(id string) (*models.FollowUp, error) {
+	fs.mutex.RLock()
+	defer fs.mutex.RUnlock()
+
+	followUps, err := fs.LoadFollowUps()
+	if err != nil {
+		return nil, err
+	}
+
+	for _, followUp := range followUps {
+		if followUp.ID == id {
+			return &followUp, nil
+		}
+	}
+
+	return nil, nil
+}
+
+func (fs *followUpStorage) CreateFollowUp(followUp models.FollowUp) error {
+	fs.mutex.Lock()
+	defer fs.mutex.Unlock()
+
+	if followUp.ID == "" {
+		followUp.ID = generateFollowUpUUID()
+	}
+
+	if followUp.CreatedAt.IsZero() {
+		followUp.CreatedAt = time.Now()
+	}
+
+	followUps, err := fs.LoadFollowUps()
+	if err != nil {
+		return err
+	}
+
+	followUps = append(followUps, followUp)
+
+	return fs.SaveFollowUps(followUps)
+}
+
+func generateFollowUpUUID() string {
+	bytes := make([]byte, 16)
+	rand.Read(bytes)
+	bytes[6] = (bytes[6] & 0x0f) | 0x40 // Version 4
+	bytes[8] = (bytes[8] & 0x3f) | 0x80 // Variant
+
+	return hex.EncodeToString(bytes)
+}
+
+func (fs *followUpStorage) UpdateFollowUp(id string, updates models.UpdateFollowUpRequest) error {
+	fs.mutex.Lock()
+	defer fs.mutex.Unlock()
+
+	followUps, err := fs.LoadFollowUps()
+	if err != nil {
+		return err
+	}
+
+	for i, followUp := range followUps {
+		if followUp.ID == id {
+			if updates.CustomerName != nil {
+				followUps[i].CustomerName = *updates.CustomerName
+			}
+			if updates.DealStatus != nil {
+				followUps[i].DealStatus = *updates.DealStatus
+			}
+			if updates.CustomerLevel != nil {
+				followUps[i].CustomerLevel = *updates.CustomerLevel
+			}
+			if updates.Industry != nil {
+				followUps[i].Industry = *updates.Industry
+			}
+			if updates.FollowUpTime != nil {
+				// Parse the time string
+				t, err := time.Parse(time.RFC3339, *updates.FollowUpTime)
+				if err == nil {
+					followUps[i].FollowUpTime = t
+				}
+			}
+			if updates.NotificationSent != nil {
+				followUps[i].NotificationSent = *updates.NotificationSent
+			}
+
+			return fs.SaveFollowUps(followUps)
+		}
+	}
+
+	return nil // FollowUp not found, but not an error
+}
+
+func (fs *followUpStorage) DeleteFollowUp(id string) error {
+	fs.mutex.Lock()
+	defer fs.mutex.Unlock()
+
+	followUps, err := fs.LoadFollowUps()
+	if err != nil {
+		return err
+	}
+
+	for i, followUp := range followUps {
+		if followUp.ID == id {
+			followUps = append(followUps[:i], followUps[i+1:]...)
+			return fs.SaveFollowUps(followUps)
+		}
+	}
+
+	return nil // FollowUp not found, but not an error
+}
+
+func (fs *followUpStorage) SaveFollowUps(followUps []models.FollowUp) error {
+	// Ensure the directory exists
+	dir := filepath.Dir(fs.filePath)
+	if err := os.MkdirAll(dir, 0755); err != nil {
+		return err
+	}
+
+	data, err := json.MarshalIndent(followUps, "", "  ")
+	if err != nil {
+		return err
+	}
+
+	return os.WriteFile(fs.filePath, data, 0644)
+}
+
+func (fs *followUpStorage) LoadFollowUps() ([]models.FollowUp, error) {
+	// Check if file exists
+	if _, err := os.Stat(fs.filePath); os.IsNotExist(err) {
+		// Return empty slice if file doesn't exist
+		return []models.FollowUp{}, nil
+	}
+
+	data, err := os.ReadFile(fs.filePath)
+	if err != nil {
+		return nil, err
+	}
+
+	var followUps []models.FollowUp
+	if err := json.Unmarshal(data, &followUps); err != nil {
+		return nil, err
+	}
+
+	return followUps, nil
+}
+
+func (fs *followUpStorage) GetPendingNotifications() ([]models.FollowUp, error) {
+	fs.mutex.RLock()
+	defer fs.mutex.RUnlock()
+
+	followUps, err := fs.LoadFollowUps()
+	if err != nil {
+		return nil, err
+	}
+
+	now := time.Now()
+	var pending []models.FollowUp
+
+	for _, followUp := range followUps {
+		// Check if follow-up time has passed and notification hasn't been sent
+		if !followUp.NotificationSent && followUp.FollowUpTime.Before(now) {
+			pending = append(pending, followUp)
+		}
+	}
+
+	return pending, nil
+}
+
+func (fs *followUpStorage) MarkNotificationSent(id string) error {
+	fs.mutex.Lock()
+	defer fs.mutex.Unlock()
+
+	followUps, err := fs.LoadFollowUps()
+	if err != nil {
+		return err
+	}
+
+	for i, followUp := range followUps {
+		if followUp.ID == id {
+			followUps[i].NotificationSent = true
+			return fs.SaveFollowUps(followUps)
+		}
+	}
+
+	return nil
+}

internal/storage/trial_period_storage.go

@@ -0,0 +1,216 @@
+package storage
+
+import (
+	"crm-go/models"
+	"crypto/rand"
+	"encoding/hex"
+	"encoding/json"
+	"os"
+	"path/filepath"
+	"sync"
+	"time"
+)
+
+type TrialPeriodStorage interface {
+	GetAllTrialPeriods() ([]models.TrialPeriod, error)
+	GetTrialPeriodsByCustomerID(customerID string) ([]models.TrialPeriod, error)
+	GetTrialPeriodByID(id string) (*models.TrialPeriod, error)
+	CreateTrialPeriod(trialPeriod models.TrialPeriod) (*models.TrialPeriod, error)
+	UpdateTrialPeriod(id string, updates models.UpdateTrialPeriodRequest) error
+	DeleteTrialPeriod(id string) error
+}
+
+type trialPeriodStorage struct {
+	filePath string
+	mutex    sync.RWMutex
+}
+
+func NewTrialPeriodStorage(filePath string) TrialPeriodStorage {
+	storage := &trialPeriodStorage{
+		filePath: filePath,
+	}
+	return storage
+}
+
+func (ts *trialPeriodStorage) GetAllTrialPeriods() ([]models.TrialPeriod, error) {
+	ts.mutex.RLock()
+	defer ts.mutex.RUnlock()
+
+	trialPeriods, err := ts.loadTrialPeriods()
+	if err != nil {
+		return nil, err
+	}
+
+	// Sort by CreatedAt in descending order (newest first)
+	for i := 0; i < len(trialPeriods)-1; i++ {
+		for j := i + 1; j < len(trialPeriods); j++ {
+			if trialPeriods[i].CreatedAt.Before(trialPeriods[j].CreatedAt) {
+				trialPeriods[i], trialPeriods[j] = trialPeriods[j], trialPeriods[i]
+			}
+		}
+	}
+
+	return trialPeriods, nil
+}
+
+func (ts *trialPeriodStorage) GetTrialPeriodsByCustomerID(customerID string) ([]models.TrialPeriod, error) {
+	ts.mutex.RLock()
+	defer ts.mutex.RUnlock()
+
+	allPeriods, err := ts.loadTrialPeriods()
+	if err != nil {
+		return nil, err
+	}
+
+	var customerPeriods []models.TrialPeriod
+	for _, period := range allPeriods {
+		if period.CustomerID == customerID {
+			customerPeriods = append(customerPeriods, period)
+		}
+	}
+
+	// Sort by EndTime in descending order (latest first)
+	for i := 0; i < len(customerPeriods)-1; i++ {
+		for j := i + 1; j < len(customerPeriods); j++ {
+			if customerPeriods[i].EndTime.Before(customerPeriods[j].EndTime) {
+				customerPeriods[i], customerPeriods[j] = customerPeriods[j], customerPeriods[i]
+			}
+		}
+	}
+
+	return customerPeriods, nil
+}
+
+func (ts *trialPeriodStorage) GetTrialPeriodByID(id string) (*models.TrialPeriod, error) {
+	ts.mutex.RLock()
+	defer ts.mutex.RUnlock()
+
+	trialPeriods, err := ts.loadTrialPeriods()
+	if err != nil {
+		return nil, err
+	}
+
+	for _, period := range trialPeriods {
+		if period.ID == id {
+			return &period, nil
+		}
+	}
+
+	return nil, nil
+}
+
+func (ts *trialPeriodStorage) CreateTrialPeriod(trialPeriod models.TrialPeriod) (*models.TrialPeriod, error) {
+	ts.mutex.Lock()
+	defer ts.mutex.Unlock()
+
+	if trialPeriod.ID == "" {
+		trialPeriod.ID = generateTrialPeriodUUID()
+	}
+
+	if trialPeriod.CreatedAt.IsZero() {
+		trialPeriod.CreatedAt = time.Now()
+	}
+
+	trialPeriods, err := ts.loadTrialPeriods()
+	if err != nil {
+		return nil, err
+	}
+
+	trialPeriods = append(trialPeriods, trialPeriod)
+
+	if err := ts.saveTrialPeriods(trialPeriods); err != nil {
+		return nil, err
+	}
+
+	return &trialPeriod, nil
+}
+
+func (ts *trialPeriodStorage) UpdateTrialPeriod(id string, updates models.UpdateTrialPeriodRequest) error {
+	ts.mutex.Lock()
+	defer ts.mutex.Unlock()
+
+	trialPeriods, err := ts.loadTrialPeriods()
+	if err != nil {
+		return err
+	}
+
+	for i, period := range trialPeriods {
+		if period.ID == id {
+			if updates.StartTime != nil {
+				startTime, err := time.Parse(time.RFC3339, *updates.StartTime)
+				if err == nil {
+					trialPeriods[i].StartTime = startTime
+				}
+			}
+			if updates.EndTime != nil {
+				endTime, err := time.Parse(time.RFC3339, *updates.EndTime)
+				if err == nil {
+					trialPeriods[i].EndTime = endTime
+				}
+			}
+
+			return ts.saveTrialPeriods(trialPeriods)
+		}
+	}
+
+	return nil
+}
+
+func (ts *trialPeriodStorage) DeleteTrialPeriod(id string) error {
+	ts.mutex.Lock()
+	defer ts.mutex.Unlock()
+
+	trialPeriods, err := ts.loadTrialPeriods()
+	if err != nil {
+		return err
+	}
+
+	for i, period := range trialPeriods {
+		if period.ID == id {
+			trialPeriods = append(trialPeriods[:i], trialPeriods[i+1:]...)
+			return ts.saveTrialPeriods(trialPeriods)
+		}
+	}
+
+	return nil
+}
+
+func (ts *trialPeriodStorage) saveTrialPeriods(trialPeriods []models.TrialPeriod) error {
+	dir := filepath.Dir(ts.filePath)
+	if err := os.MkdirAll(dir, 0755); err != nil {
+		return err
+	}
+
+	data, err := json.MarshalIndent(trialPeriods, "", "  ")
+	if err != nil {
+		return err
+	}
+
+	return os.WriteFile(ts.filePath, data, 0644)
+}
+
+func (ts *trialPeriodStorage) loadTrialPeriods() ([]models.TrialPeriod, error) {
+	if _, err := os.Stat(ts.filePath); os.IsNotExist(err) {
+		return []models.TrialPeriod{}, nil
+	}
+
+	data, err := os.ReadFile(ts.filePath)
+	if err != nil {
+		return nil, err
+	}
+
+	var trialPeriods []models.TrialPeriod
+	if err := json.Unmarshal(data, &trialPeriods); err != nil {
+		return nil, err
+	}
+
+	return trialPeriods, nil
+}
+
+func generateTrialPeriodUUID() string {
+	bytes := make([]byte, 16)
+	rand.Read(bytes)
+	bytes[6] = (bytes[6] & 0x0f) | 0x40
+	bytes[8] = (bytes[8] & 0x3f) | 0x80
+	return hex.EncodeToString(bytes)
+}

models/followup.go

@@ -0,0 +1,34 @@
+package models
+
+import "time"
+
+// FollowUp represents a customer follow-up record
+type FollowUp struct {
+	ID               string    `json:"id"`
+	CreatedAt        time.Time `json:"createdAt"`
+	CustomerName     string    `json:"customerName"`
+	DealStatus       string    `json:"dealStatus"`    // 未成交, 已成交
+	CustomerLevel    string    `json:"customerLevel"` // A, B, C
+	Industry         string    `json:"industry"`
+	FollowUpTime     time.Time `json:"followUpTime"`
+	NotificationSent bool      `json:"notificationSent"`
+}
+
+// CreateFollowUpRequest represents the request to create a follow-up
+type CreateFollowUpRequest struct {
+	CustomerName  string `json:"customerName"`
+	DealStatus    string `json:"dealStatus"`
+	CustomerLevel string `json:"customerLevel"`
+	Industry      string `json:"industry"`
+	FollowUpTime  string `json:"followUpTime"`
+}
+
+// UpdateFollowUpRequest represents the request to update a follow-up
+type UpdateFollowUpRequest struct {
+	CustomerName     *string `json:"customerName"`
+	DealStatus       *string `json:"dealStatus"`
+	CustomerLevel    *string `json:"customerLevel"`
+	Industry         *string `json:"industry"`
+	FollowUpTime     *string `json:"followUpTime"`
+	NotificationSent *bool   `json:"notificationSent"`
+}

models/trial_period.go

@@ -0,0 +1,25 @@
+package models
+
+import "time"
+
+// TrialPeriod represents a trial period for a customer
+type TrialPeriod struct {
+	ID         string    `json:"id"`
+	CustomerID string    `json:"customerId"`
+	StartTime  time.Time `json:"startTime"`
+	EndTime    time.Time `json:"endTime"`
+	CreatedAt  time.Time `json:"createdAt"`
+}
+
+// CreateTrialPeriodRequest represents the request to create a trial period
+type CreateTrialPeriodRequest struct {
+	CustomerID string `json:"customerId"`
+	StartTime  string `json:"startTime"`
+	EndTime    string `json:"endTime"`
+}
+
+// UpdateTrialPeriodRequest represents the request to update a trial period
+type UpdateTrialPeriodRequest struct {
+	StartTime *string `json:"startTime,omitempty"`
+	EndTime   *string `json:"endTime,omitempty"`
+}

server_debug.log

@@ -0,0 +1,21 @@
+2026/01/13 15:57:33 Server starting on :8081
+2026/01/13 15:57:33 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n予芯","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n提醒","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 07:56～2026/1/16 07:56","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **3天后** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:33","tag":"plain_text"}],"tag":"note"}],"header":{"template":"blue","title":{"content":"🔵 试用即将到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:34 Sent trial expiry notification for customer: 予芯 (expires in 3 days)
+2026/01/13 15:57:34 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n斯蒂尔","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n提醒","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 07:53～2026/1/15 07:53","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **2天后** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:34","tag":"plain_text"}],"tag":"note"}],"header":{"template":"blue","title":{"content":"🟡 试用即将到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:34 Sent trial expiry notification for customer: 斯蒂尔 (expires in 2 days)
+2026/01/13 15:57:34 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n予芯","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n重要","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 07:51～2026/1/14 07:51","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **明天** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:34","tag":"plain_text"}],"tag":"note"}],"header":{"template":"orange","title":{"content":"🟠 试用明日到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:34 Sent trial expiry notification for customer: 予芯 (expires in 1 days)
+2026/01/13 15:57:34 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n求之","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n提醒","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 07:23～2026/1/16 07:23","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **3天后** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:34","tag":"plain_text"}],"tag":"note"}],"header":{"template":"blue","title":{"content":"🔵 试用即将到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:35 Sent trial expiry notification for customer: 求之 (expires in 3 days)
+2026/01/13 15:57:35 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n雷沃","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n重要","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 07:22～2026/1/14 07:22","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **明天** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:35","tag":"plain_text"}],"tag":"note"}],"header":{"template":"orange","title":{"content":"🟠 试用明日到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:35 Sent trial expiry notification for customer: 雷沃 (expires in 1 days)
+2026/01/13 15:57:35 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n雷沃","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n提醒","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 07:21～2026/1/16 07:21","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **3天后** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:35","tag":"plain_text"}],"tag":"note"}],"header":{"template":"blue","title":{"content":"🔵 试用即将到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:36 Sent trial expiry notification for customer: 雷沃 (expires in 3 days)
+2026/01/13 15:57:36 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n雷沃","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n提醒","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 07:10～2026/1/15 07:10","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **2天后** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:36","tag":"plain_text"}],"tag":"note"}],"header":{"template":"blue","title":{"content":"🟡 试用即将到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:36 Sent trial expiry notification for customer: 雷沃 (expires in 2 days)
+2026/01/13 15:57:36 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n雷沃","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n提醒","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 03:41～2026/1/16 03:41","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **3天后** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:36","tag":"plain_text"}],"tag":"note"}],"header":{"template":"blue","title":{"content":"🔵 试用即将到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:36 Sent trial expiry notification for customer: 雷沃 (expires in 3 days)
+2026/01/13 15:57:36 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n雷沃","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n重要","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 03:41～2026/1/14 03:41","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **明天** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:36","tag":"plain_text"}],"tag":"note"}],"header":{"template":"orange","title":{"content":"🟠 试用明日到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:37 Sent trial expiry notification for customer: 雷沃 (expires in 1 days)
+2026/01/13 15:57:37 DEBUG: Sending Feishu message: {"card":{"elements":[{"fields":[{"is_short":true,"text":{"content":"**客户名称**\n雷沃","tag":"lark_md"}},{"is_short":true,"text":{"content":"**紧急程度**\n紧急","tag":"lark_md"}}],"tag":"div"},{"fields":[{"is_short":false,"text":{"content":"**试用时间**\n2026/1/13 03:40～2026/1/13 03:41","tag":"lark_md"}}],"tag":"div"},{"tag":"div","text":{"content":"⏰ 该客户的试用期将于 **今天** 到期，请及时跟进！","tag":"lark_md"}},{"tag":"hr"},{"elements":[{"content":"发送时间：2026-01-13 15:57:37","tag":"plain_text"}],"tag":"note"}],"header":{"template":"red","title":{"content":"🔴 试用今日到期提醒","tag":"plain_text"}}},"msg_type":"interactive"}
+2026/01/13 15:57:37 Sent trial expiry notification for customer: 雷沃 (expires in 0 days)

services/trial_expiry.go

@@ -0,0 +1,309 @@
+package services
+
+import (
+	"bytes"
+	"encoding/json"
+	"fmt"
+	"log"
+	"net/http"
+	"regexp"
+	"strings"
+	"time"
+)
+
+// TrialExpiryChecker checks for trial expiry and sends notifications
+type TrialExpiryChecker struct {
+	feishuWebhook string
+}
+
+// NewTrialExpiryChecker creates a new trial expiry checker
+func NewTrialExpiryChecker(feishuWebhook string) *TrialExpiryChecker {
+	return &TrialExpiryChecker{
+		feishuWebhook: feishuWebhook,
+	}
+}
+
+// Customer represents a customer record
+type Customer struct {
+	ID              string `json:"id"`
+	CreatedAt       string `json:"createdAt"`
+	CustomerName    string `json:"customerName"`
+	IntendedProduct string `json:"intendedProduct"`
+	Version         string `json:"version"`
+	Description     string `json:"description"`
+	Solution        string `json:"solution"`
+	Type            string `json:"type"`
+	Module          string `json:"module"`
+	StatusProgress  string `json:"statusProgress"`
+	Reporter        string `json:"reporter"` // Now used for trial period
+}
+
+// TrialPeriod represents a trial period record
+type TrialPeriod struct {
+	ID         string    `json:"id"`
+	CustomerID string    `json:"customerId"`
+	StartTime  time.Time `json:"startTime"`
+	EndTime    time.Time `json:"endTime"`
+	CreatedAt  time.Time `json:"createdAt"`
+}
+
+// ParseTrialPeriod parses the trial period string
+// Supports formats like: "2026/1/5～2026/1/16", "2026/1/5~2026/1/16", "2026-1-5～2026-1-16"
+func ParseTrialPeriod(trialStr string) (startDate, endDate time.Time, err error) {
+	if trialStr == "" {
+		return time.Time{}, time.Time{}, fmt.Errorf("empty trial period")
+	}
+
+	// Replace different separators with standard ~
+	trialStr = strings.ReplaceAll(trialStr, "～", "~")
+	trialStr = strings.ReplaceAll(trialStr, " ", "")
+
+	// Split by ~
+	parts := strings.Split(trialStr, "~")
+	if len(parts) != 2 {
+		return time.Time{}, time.Time{}, fmt.Errorf("invalid trial period format")
+	}
+
+	// Parse dates - support multiple formats
+	layouts := []string{
+		"2006/1/2",
+		"2006-1-2",
+		"2006/01/02",
+		"2006-01-02",
+	}
+
+	var parseErr error
+	for _, layout := range layouts {
+		startDate, parseErr = time.Parse(layout, strings.TrimSpace(parts[0]))
+		if parseErr == nil {
+			break
+		}
+	}
+	if parseErr != nil {
+		return time.Time{}, time.Time{}, fmt.Errorf("failed to parse start date: %v", parseErr)
+	}
+
+	for _, layout := range layouts {
+		endDate, parseErr = time.Parse(layout, strings.TrimSpace(parts[1]))
+		if parseErr == nil {
+			break
+		}
+	}
+	if parseErr != nil {
+		return time.Time{}, time.Time{}, fmt.Errorf("failed to parse end date: %v", parseErr)
+	}
+
+	return startDate, endDate, nil
+}
+
+// CheckAndNotify checks for customers whose trial expires soon and sends notifications
+func (t *TrialExpiryChecker) CheckAndNotify(customers []Customer) error {
+	if t.feishuWebhook == "" {
+		log.Println("Feishu webhook not configured, skipping trial expiry notifications")
+		return nil
+	}
+
+	now := time.Now()
+	today := time.Date(now.Year(), now.Month(), now.Day(), 0, 0, 0, 0, now.Location())
+
+	for _, customer := range customers {
+		if customer.Reporter == "" {
+			continue
+		}
+
+		_, endDate, err := ParseTrialPeriod(customer.Reporter)
+		if err != nil {
+			// Skip invalid trial periods
+			continue
+		}
+
+		// Check if trial expires within 3 days
+		endDateOnly := time.Date(endDate.Year(), endDate.Month(), endDate.Day(), 0, 0, 0, 0, endDate.Location())
+		daysUntilExpiry := int(endDateOnly.Sub(today).Hours() / 24)
+
+		// Send notification for trials expiring today, tomorrow, or within 3 days
+		if daysUntilExpiry >= 0 && daysUntilExpiry <= 3 {
+			err := t.sendExpiryNotification(customer.CustomerName, customer.Reporter, daysUntilExpiry)
+			if err != nil {
+				log.Printf("Failed to send expiry notification for %s: %v", customer.CustomerName, err)
+			} else {
+				log.Printf("Sent trial expiry notification for customer: %s (expires in %d days)", customer.CustomerName, daysUntilExpiry)
+			}
+		}
+	}
+
+	return nil
+}
+
+// CheckTrialPeriodsAndNotify checks trial periods and sends notifications
+func (t *TrialExpiryChecker) CheckTrialPeriodsAndNotify(trialPeriods []TrialPeriod, customersMap map[string]string) error {
+	if t.feishuWebhook == "" {
+		log.Println("Feishu webhook not configured, skipping trial expiry notifications")
+		return nil
+	}
+
+	now := time.Now()
+	today := time.Date(now.Year(), now.Month(), now.Day(), 0, 0, 0, 0, now.Location())
+
+	for _, period := range trialPeriods {
+		endDateOnly := time.Date(period.EndTime.Year(), period.EndTime.Month(), period.EndTime.Day(), 0, 0, 0, 0, period.EndTime.Location())
+		daysUntilExpiry := int(endDateOnly.Sub(today).Hours() / 24)
+
+		// Send notification for trials expiring today, tomorrow, or within 3 days
+		if daysUntilExpiry >= 0 && daysUntilExpiry <= 3 {
+			customerName := customersMap[period.CustomerID]
+			if customerName == "" {
+				customerName = period.CustomerID
+			}
+
+			trialPeriodStr := fmt.Sprintf("%s～%s",
+				period.StartTime.Format("2006/1/2 15:04"),
+				period.EndTime.Format("2006/1/2 15:04"))
+
+			err := t.sendExpiryNotification(customerName, trialPeriodStr, daysUntilExpiry)
+			if err != nil {
+				log.Printf("Failed to send expiry notification for %s: %v", customerName, err)
+			} else {
+				log.Printf("Sent trial expiry notification for customer: %s (expires in %d days)", customerName, daysUntilExpiry)
+			}
+		}
+	}
+
+	return nil
+}
+
+// sendExpiryNotification sends a rich Feishu card notification for trial expiry
+func (t *TrialExpiryChecker) sendExpiryNotification(customerName, trialPeriod string, daysUntilExpiry int) error {
+	var title, urgencyLevel, urgencyColor, expiryText string
+
+	// Determine urgency level and message based on days until expiry
+	switch daysUntilExpiry {
+	case 0:
+		title = "🔴 试用今日到期提醒"
+		urgencyLevel = "紧急"
+		urgencyColor = "red"
+		expiryText = "今天"
+	case 1:
+		title = "🟠 试用明日到期提醒"
+		urgencyLevel = "重要"
+		urgencyColor = "orange"
+		expiryText = "明天"
+	case 2:
+		title = "🟡 试用即将到期提醒"
+		urgencyLevel = "提醒"
+		urgencyColor = "blue"
+		expiryText = "2天后"
+	case 3:
+		title = "🔵 试用即将到期提醒"
+		urgencyLevel = "提醒"
+		urgencyColor = "blue"
+		expiryText = "3天后"
+	default:
+		title = "📅 试用到期提醒"
+		urgencyLevel = "提醒"
+		urgencyColor = "blue"
+		expiryText = fmt.Sprintf("%d天后", daysUntilExpiry)
+	}
+
+	// Create rich card message
+	message := map[string]interface{}{
+		"msg_type": "interactive",
+		"card": map[string]interface{}{
+			"header": map[string]interface{}{
+				"title": map[string]interface{}{
+					"tag":     "plain_text",
+					"content": title,
+				},
+				"template": urgencyColor,
+			},
+			"elements": []interface{}{
+				map[string]interface{}{
+					"tag": "div",
+					"fields": []interface{}{
+						map[string]interface{}{
+							"is_short": true,
+							"text": map[string]interface{}{
+								"tag":     "lark_md",
+								"content": fmt.Sprintf("**客户名称**\n%s", customerName),
+							},
+						},
+						map[string]interface{}{
+							"is_short": true,
+							"text": map[string]interface{}{
+								"tag":     "lark_md",
+								"content": fmt.Sprintf("**紧急程度**\n%s", urgencyLevel),
+							},
+						},
+					},
+				},
+				map[string]interface{}{
+					"tag": "div",
+					"fields": []interface{}{
+						map[string]interface{}{
+							"is_short": false,
+							"text": map[string]interface{}{
+								"tag":     "lark_md",
+								"content": fmt.Sprintf("**试用时间**\n%s", trialPeriod),
+							},
+						},
+					},
+				},
+				map[string]interface{}{
+					"tag": "div",
+					"text": map[string]interface{}{
+						"tag":     "lark_md",
+						"content": fmt.Sprintf("⏰ 该客户的试用期将于 **%s** 到期，请及时跟进！", expiryText),
+					},
+				},
+				map[string]interface{}{
+					"tag": "hr",
+				},
+				map[string]interface{}{
+					"tag": "note",
+					"elements": []interface{}{
+						map[string]interface{}{
+							"tag":     "plain_text",
+							"content": fmt.Sprintf("发送时间：%s", time.Now().Format("2006-01-02 15:04:05")),
+						},
+					},
+				},
+			},
+		},
+	}
+
+	jsonData, err := json.Marshal(message)
+	if err != nil {
+		return fmt.Errorf("failed to marshal message: %v", err)
+	}
+
+	// Debug: Print the JSON being sent
+	log.Printf("DEBUG: Sending Feishu message: %s", string(jsonData))
+
+	resp, err := http.Post(t.feishuWebhook, "application/json", bytes.NewBuffer(jsonData))
+	if err != nil {
+		return fmt.Errorf("failed to send request: %v", err)
+	}
+	defer resp.Body.Close()
+
+	if resp.StatusCode != http.StatusOK {
+		return fmt.Errorf("feishu API returned status: %d", resp.StatusCode)
+	}
+
+	return nil
+}
+
+// ExtractEndDate extracts the end date from trial period string for display
+func ExtractEndDate(trialStr string) string {
+	if trialStr == "" {
+		return ""
+	}
+
+	// Use regex to extract the end date
+	re := regexp.MustCompile(`[～~]\s*(.+)$`)
+	matches := re.FindStringSubmatch(trialStr)
+	if len(matches) > 1 {
+		return strings.TrimSpace(matches[1])
+	}
+
+	return trialStr
+}