fix_page

cmd/server/main.go

@@ -58,7 +58,7 @@ func main() {
 				for i, tp := range trialPeriods {
 					serviceTrialPeriods[i] = services.TrialPeriod{
 						ID:           tp.ID,
-						CustomerID: tp.CustomerID,
+						CustomerName: tp.CustomerName,
 						StartTime:    tp.StartTime,
 						EndTime:      tp.EndTime,
 						CreatedAt:    tp.CreatedAt,
@@ -98,7 +98,7 @@ func main() {
 			for i, tp := range trialPeriods {
 				serviceTrialPeriods[i] = services.TrialPeriod{
 					ID:           tp.ID,
-					CustomerID: tp.CustomerID,
+					CustomerName: tp.CustomerName,
 					StartTime:    tp.StartTime,
 					EndTime:      tp.EndTime,
 					CreatedAt:    tp.CreatedAt,

frontend/index.html

@@ -253,8 +253,7 @@
 
                 <!-- Trial Periods Section -->
                 <section id="trialPeriodsSection" class="content-section">
-                    <div class="section-title">
+                    <div class="section-title" style="justify-content: flex-end;">
-                        <h2><i class="fas fa-clock"></i> 客户信息</h2>
                         <button id="addTrialBtn" class="btn-primary">
                             <i class="fas fa-plus"></i>
                             添加试用时间

frontend/js/main.js

@@ -1096,34 +1096,30 @@ document.addEventListener('DOMContentLoaded', function () {
             const customersData = await customersResponse.json();
             const customersMap = customersData.customerMap || {};
 
-            // Collect unique trial customer names - only include valid customer names
+            // Collect unique trial customer names - directly use customerName field
             const trialCustomerNames = new Set();
             trialPeriods.forEach(period => {
-                // Only add if customerId exists in map (valid customer)
+                // 直接使用 customerName 字段
-                const customerName = customersMap[period.customerId];
+                if (period.customerName) {
-                if (customerName) {
+                    trialCustomerNames.add(period.customerName);
-                    trialCustomerNames.add(customerName);
                 }
-                // If customerId not in map, skip it (deleted customer) - don't add UUID as name
             });
 
-            // Update total customers to include trial customers
+            // Update total customers display (数据仪表盘的总客户数从每周进度获取)
+            // This function will be called after loading dashboard customers
             updateTotalCustomersWithTrialData(trialCustomerNames);
         } catch (error) {
             console.error('Error loading trial customers for dashboard:', error);
         }
     }
 
-    // Update total customers count including trial customers
+    // Update total customers count - 数据仪表盘的总客户数取的是每周进度表里的客户数量
     function updateTotalCustomersWithTrialData(trialCustomerNames) {
-        // Get current dashboard customers
+        // Get current dashboard customers (from customers.json / 每周进度)
         const progressCustomerNames = new Set(dashboardCustomers.map(c => c.customerName).filter(c => c));
 
-        // Merge both sets
+        // 数据仪表盘的总客户数取的是每周进度表里的客户数量，支持去重
-        const allCustomerNames = new Set([...progressCustomerNames, ...trialCustomerNames]);
+        document.getElementById('totalCustomers').textContent = progressCustomerNames.size;
-
-        // Update the total customers display
-        document.getElementById('totalCustomers').textContent = allCustomerNames.size;
     }
 
     // Update dashboard statistics

frontend/js/trial-periods-page.js

@@ -94,11 +94,31 @@ async function loadCustomersMap() {
 
         // Use the complete customer map for ID->Name lookups
         customersMap = data.customerMap || {};
+
+        // Also populate the customer select dropdown
+        populateCustomerSelect();
     } catch (error) {
         console.error('Error loading customers map:', error);
     }
 }
 
+// Populate the customer select dropdown
+function populateCustomerSelect() {
+    const select = document.getElementById('trialCustomerSelect');
+    if (!select) return;
+
+    select.innerHTML = '<option value="">-- 选择已有客户或输入新客户 --</option>';
+
+    // Get unique names from customersMap
+    const names = [...new Set(Object.values(customersMap))].sort();
+    names.forEach(name => {
+        const option = document.createElement('option');
+        option.value = name;
+        option.textContent = name;
+        select.appendChild(option);
+    });
+}
+
 // Helper function to get customer name - returns friendly placeholder if not found
 function getCustomerName(customerId) {
     if (!customerId) return '未知客户';
@@ -182,7 +202,8 @@ function renderExpiryWarnings() {
         endTime.setHours(0, 0, 0, 0); // Set to start of day
 
         const daysUntilExpiry = Math.ceil((endTime - now) / (1000 * 60 * 60 * 24));
-        const customerName = getCustomerName(period.customerId);
+        // 直接使用 customerName 字段
+        const customerName = period.customerName || '未知客户';
 
         if (daysUntilExpiry >= 0 && daysUntilExpiry <= 3) {
             warnings.push({
@@ -272,8 +293,8 @@ function renderTrialPeriodsTable() {
         const row = document.createElement('tr');
         row.classList.add('trial-row');
 
-        // 显示客户名称，如果找不到则显示ID
+        // 直接使用 customerName 字段
-        const customerName = getCustomerName(period.customerId);
+        const customerName = period.customerName || '未知客户';
 
         // 计算状态和到期天数
         const now = new Date();
@@ -379,7 +400,9 @@ function updateTrialPagination() {
 
 // Open add trial modal
 function openAddTrialModal() {
-    document.getElementById('trialCustomerInput').value = '';
+    const inputEl = document.getElementById('trialCustomerInput');
+    if (inputEl) inputEl.value = '';
+
     document.querySelector('input[name="isTrial"][value="true"]').checked = true;
     document.getElementById('trialStartTime').value = '';
     document.getElementById('trialEndTime').value = '';
@@ -434,14 +457,18 @@ async function deleteTrialPeriodFromPage(periodId) {
 
 // Create trial period from page
 async function createTrialPeriodFromPage() {
-    const customerName = document.getElementById('trialCustomerInput').value.trim();
+    const inputEl = document.getElementById('trialCustomerInput');
+
+    // Get customer name from input
+    const customerName = inputEl ? inputEl.value.trim() : '';
+
     const isTrialValue = document.querySelector('input[name="isTrial"]:checked').value;
     const isTrial = isTrialValue === 'true';
     const startTime = document.getElementById('trialStartTime').value;
     const endTime = document.getElementById('trialEndTime').value;
 
     if (!customerName) {
-        alert('请输入客户名称');
+        alert('请选择或输入客户名称');
         return;
     }
 
@@ -450,22 +477,9 @@ async function createTrialPeriodFromPage() {
         return;
     }
 
-    // Find or create customer ID from customer name
+    // 直接使用 customerName，不再需要查找或创建 customerId
-    let customerId = null;
-    for (const [id, name] of Object.entries(customersMap)) {
-        if (name === customerName) {
-            customerId = id;
-            break;
-        }
-    }
-
-    // If customer doesn't exist in map, generate a new ID
-    if (!customerId) {
-        customerId = customerName; // Use customer name as ID for now
-    }
-
     const formData = {
-        customerId: customerId,
+        customerName: customerName,
         startTime: new Date(startTime).toISOString(),
         endTime: new Date(endTime).toISOString(),
         isTrial: isTrial

internal/handlers/trial_period_handler.go

@@ -83,7 +83,7 @@ func (h *TrialPeriodHandler) CreateTrialPeriod(w http.ResponseWriter, r *http.Re
 	}
 
 	trialPeriod := models.TrialPeriod{
-		CustomerID: req.CustomerID,
+		CustomerName: req.CustomerName,
 		StartTime:    startTime,
 		EndTime:      endTime,
 		IsTrial:      req.IsTrial,
@@ -98,7 +98,7 @@ func (h *TrialPeriodHandler) CreateTrialPeriod(w http.ResponseWriter, r *http.Re
 
 	// Send Feishu notification
 	if h.feishuWebhook != "" {
-		go h.sendTrialNotification(req.CustomerID, startTime, endTime)
+		go h.sendTrialNotification(req.CustomerName, startTime, endTime)
 	}
 
 	w.Header().Set("Content-Type", "application/json")
@@ -152,7 +152,7 @@ func (h *TrialPeriodHandler) UpdateTrialPeriod(w http.ResponseWriter, r *http.Re
 		} else {
 			endTime = existingPeriod.EndTime
 		}
-		go h.sendTrialNotification(existingPeriod.CustomerID, startTime, endTime)
+		go h.sendTrialNotification(existingPeriod.CustomerName, startTime, endTime)
 	}
 
 	w.WriteHeader(http.StatusOK)
@@ -182,7 +182,7 @@ func (h *TrialPeriodHandler) DeleteTrialPeriod(w http.ResponseWriter, r *http.Re
 }
 
 // sendTrialNotification sends a rich Feishu card notification
-func (h *TrialPeriodHandler) sendTrialNotification(customerID string, startTime, endTime time.Time) {
+func (h *TrialPeriodHandler) sendTrialNotification(customerName string, startTime, endTime time.Time) {
 	if h.feishuWebhook == "" {
 		return
 	}
@@ -198,12 +198,8 @@ func (h *TrialPeriodHandler) sendTrialNotification(customerID string, startTime,
 		return
 	}
 
-	// Get customer name
+	// customerName is already passed as parameter, no need to lookup
-	customerName := customerID
+	// Just use it directly for notification
-	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
@@ -324,42 +320,29 @@ func (h *TrialPeriodHandler) sendTrialNotification(customerID string, startTime,
 		return
 	}
 
-	log.Printf("Sent trial notification for customer: %s (expires in %d days)", customerID, daysUntilExpiry)
+	log.Printf("Sent trial notification for customer: %s (expires in %d days)", customerName, daysUntilExpiry)
 }
 
-// GetTrialCustomerList returns a list of unique customer names from trial periods
+// GetTrialCustomerList returns a list of unique customer names from trial_periods
+// This is the data source for dropdown lists in 每周进度 and 客户跟进
 func (h *TrialPeriodHandler) GetTrialCustomerList(w http.ResponseWriter, r *http.Request) {
+	// Get all trial periods
 	trialPeriods, err := h.storage.GetAllTrialPeriods()
 	if err != nil {
 		http.Error(w, err.Error(), http.StatusInternalServerError)
 		return
 	}
 
-	// Create a set of unique customer IDs
+	// Get unique customer names from trial periods
-	customerIDs := make(map[string]bool)
-	for _, period := range trialPeriods {
-		if period.CustomerID != "" {
-			customerIDs[period.CustomerID] = true
-		}
-	}
-
-	// Get unique customer names (only include customers that exist in storage)
 	seenNames := make(map[string]bool)
 	var customerNames []string
 
-	for customerID := range customerIDs {
+	for _, period := range trialPeriods {
-		// Try to get customer name from customer storage
+		if period.CustomerName != "" && !seenNames[period.CustomerName] {
-		customer, err := h.customerStorage.GetCustomerByID(customerID)
+			customerNames = append(customerNames, period.CustomerName)
-		if err == nil && customer != nil && customer.CustomerName != "" {
+			seenNames[period.CustomerName] = true
-			customerName := customer.CustomerName
-			// Add to list if not seen before
-			if !seenNames[customerName] {
-				customerNames = append(customerNames, customerName)
-				seenNames[customerName] = true
 		}
 	}
-		// Skip customers that don't exist in storage (don't show ID as name)
-	}
 
 	w.Header().Set("Content-Type", "application/json")
 	json.NewEncoder(w).Encode(map[string]interface{}{

internal/storage/trial_period_storage.go

@@ -64,7 +64,7 @@ func (ts *trialPeriodStorage) GetTrialPeriodsByCustomerID(customerID string) ([]
 
 	var customerPeriods []models.TrialPeriod
 	for _, period := range allPeriods {
-		if period.CustomerID == customerID {
+		if period.CustomerName == customerID {
 			customerPeriods = append(customerPeriods, period)
 		}
 	}

models/trial_period.go

@@ -2,10 +2,10 @@ package models
 
 import "time"
 
-// TrialPeriod represents a trial period for a customer
+// TrialPeriod represents a trial period for a customer (客户信息)
 type TrialPeriod struct {
 	ID           string    `json:"id"`
-	CustomerID string    `json:"customerId"`
+	CustomerName string    `json:"customerName"` // 直接存储客户名称
 	StartTime    time.Time `json:"startTime"`
 	EndTime      time.Time `json:"endTime"`
 	IsTrial      bool      `json:"isTrial"`
@@ -14,7 +14,7 @@ type TrialPeriod struct {
 
 // CreateTrialPeriodRequest represents the request to create a trial period
 type CreateTrialPeriodRequest struct {
-	CustomerID string `json:"customerId"`
+	CustomerName string `json:"customerName"` // 直接使用客户名称
 	StartTime    string `json:"startTime"`
 	EndTime      string `json:"endTime"`
 	IsTrial      bool   `json:"isTrial"`
@@ -22,6 +22,7 @@ type CreateTrialPeriodRequest struct {
 
 // UpdateTrialPeriodRequest represents the request to update a trial period
 type UpdateTrialPeriodRequest struct {
+	CustomerName *string `json:"customerName,omitempty"`
 	StartTime    *string `json:"startTime,omitempty"`
 	EndTime      *string `json:"endTime,omitempty"`
 	IsTrial      *bool   `json:"isTrial,omitempty"`

services/trial_expiry.go

@@ -41,7 +41,7 @@ type Customer struct {
 // TrialPeriod represents a trial period record
 type TrialPeriod struct {
 	ID           string    `json:"id"`
-	CustomerID string    `json:"customerId"`
+	CustomerName string    `json:"customerName"`
 	StartTime    time.Time `json:"startTime"`
 	EndTime      time.Time `json:"endTime"`
 	CreatedAt    time.Time `json:"createdAt"`
@@ -151,9 +151,9 @@ func (t *TrialExpiryChecker) CheckTrialPeriodsAndNotify(trialPeriods []TrialPeri
 
 		// Send notification for trials expiring today, tomorrow, or within 3 days
 		if daysUntilExpiry >= 0 && daysUntilExpiry <= 3 {
-			customerName := customersMap[period.CustomerID]
+			customerName := period.CustomerName
 			if customerName == "" {
-				customerName = period.CustomerID
+				customerName = "未知客户"
 			}
 
 			trialPeriodStr := fmt.Sprintf("%s～%s",