feat(web): 随访模板管理页面 — CRUD + 路由 + 菜单迁移

- 新增 FollowUpTemplateList.tsx 页面（列表/新建/编辑/详情弹窗）
- 新增 followUpTemplates.ts API 客户端（list/get/create/update/delete）
- 注册路由 /health/follow-up-templates + 菜单标题 fallback
- 新增迁移 seed_follow_up_template_menu 注册菜单和权限

apps/web/src/App.tsx

@@ -50,6 +50,7 @@ const AlertRuleList = lazy(() => import('./pages/health/AlertRuleList'));
 const DeviceManage = lazy(() => import('./pages/health/DeviceManage'));
 const DialysisManageList = lazy(() => import('./pages/health/DialysisManageList'));
 const ActionInbox = lazy(() => import('./pages/health/ActionInbox'));
+const FollowUpTemplateList = lazy(() => import('./pages/health/FollowUpTemplateList'));
 
 // 内容管理
 const ArticleManageList = lazy(() => import('./pages/health/ArticleManageList'));
@@ -258,6 +259,7 @@ export default function App() {
                       <Route path="/health/devices" element={<DeviceManage />} />
                       <Route path="/health/dialysis" element={<DialysisManageList />} />
                       <Route path="/health/action-inbox" element={<ActionInbox />} />
+                      <Route path="/health/follow-up-templates" element={<FollowUpTemplateList />} />
                       {/* 内容管理 */}
                       <Route path="/health/articles" element={<ArticleManageList />} />
                       <Route path="/health/articles/new" element={<ArticleEditor />} />

apps/web/src/api/health/followUpTemplates.ts

@@ -0,0 +1,119 @@
+import client from '../client';
+import type { PaginatedResponse } from '../types';
+
+export type FollowUpType = 'phone' | 'outpatient' | 'home_visit' | 'online' | 'wechat';
+export type TemplateStatus = 'active' | 'draft' | 'archived';
+
+export interface TemplateField {
+  id: string;
+  template_id: string;
+  label: string;
+  field_key: string;
+  field_type: string;
+  required: boolean;
+  options?: string;
+  placeholder?: string;
+  validation?: string;
+  sort_order: number;
+  created_at: string;
+  updated_at: string;
+  version: number;
+}
+
+export interface TemplateFieldReq {
+  label: string;
+  field_key: string;
+  field_type: string;
+  required?: boolean;
+  options?: string;
+  placeholder?: string;
+  validation?: string;
+  sort_order?: number;
+}
+
+export interface FollowUpTemplate {
+  id: string;
+  name: string;
+  description?: string;
+  follow_up_type: string;
+  applicable_scope?: string;
+  status: string;
+  fields: TemplateField[];
+  created_at: string;
+  updated_at: string;
+  version: number;
+}
+
+export interface FollowUpTemplateListItem {
+  id: string;
+  name: string;
+  description?: string;
+  follow_up_type: string;
+  status: string;
+  field_count: number;
+  created_at: string;
+  updated_at: string;
+  version: number;
+}
+
+export interface CreateTemplateReq {
+  name: string;
+  description?: string;
+  follow_up_type: string;
+  applicable_scope?: string;
+  fields: TemplateFieldReq[];
+}
+
+export interface UpdateTemplateReq {
+  name?: string;
+  description?: string;
+  follow_up_type?: string;
+  applicable_scope?: string;
+  status?: string;
+  fields?: TemplateFieldReq[];
+}
+
+export const followUpTemplateApi = {
+  list: async (params?: {
+    page?: number;
+    page_size?: number;
+    follow_up_type?: string;
+    status?: string;
+  }) => {
+    const { data } = await client.get<{
+      success: boolean;
+      data: PaginatedResponse<FollowUpTemplateListItem>;
+    }>('/health/follow-up-templates', { params });
+    return data.data;
+  },
+
+  get: async (id: string) => {
+    const { data } = await client.get<{
+      success: boolean;
+      data: FollowUpTemplate;
+    }>(`/health/follow-up-templates/${id}`);
+    return data.data;
+  },
+
+  create: async (req: CreateTemplateReq) => {
+    const { data } = await client.post<{
+      success: boolean;
+      data: FollowUpTemplate;
+    }>('/health/follow-up-templates', req);
+    return data.data;
+  },
+
+  update: async (id: string, req: UpdateTemplateReq & { version: number }) => {
+    const { data } = await client.put<{
+      success: boolean;
+      data: FollowUpTemplate;
+    }>(`/health/follow-up-templates/${id}`, req);
+    return data.data;
+  },
+
+  delete: async (id: string, version: number) => {
+    await client.delete(`/health/follow-up-templates/${id}`, {
+      data: { version },
+    });
+  },
+};

apps/web/src/layouts/MainLayout.tsx

@@ -110,6 +110,7 @@ const routeTitleFallback: Record<string, string> = {
   '/health/alert-rules': '告警规则',
   '/health/devices': '设备管理',
   '/health/dialysis': '透析管理',
+  '/health/follow-up-templates': '随访模板管理',
 };
 
 function getTitleFromMenus(path: string, menus: MenuInfo[]): string | undefined {

apps/web/src/pages/health/FollowUpTemplateList.tsx

@@ -0,0 +1,322 @@
+import { useCallback, useEffect, useState } from 'react';
+import {
+  Button, Form, Input, Select, Table, Tag, Space, message, Modal,
+  Popconfirm, InputNumber, Switch, Card, Typography,
+} from 'antd';
+import {
+  PlusOutlined, DeleteOutlined, EditOutlined,
+} from '@ant-design/icons';
+import type { ColumnsType } from 'antd/es/table';
+import {
+  followUpTemplateApi,
+  type FollowUpTemplateListItem,
+  type FollowUpTemplate,
+  type TemplateFieldReq,
+} from '../../../api/health/followUpTemplates';
+import { AuthButton } from '../../../components/AuthButton';
+
+const TYPE_MAP: Record<string, string> = {
+  phone: '电话', outpatient: '门诊', home_visit: '家访',
+  online: '线上', wechat: '微信',
+};
+const TYPE_OPTIONS = Object.entries(TYPE_MAP).map(([v, l]) => ({ value: v, label: l }));
+const STATUS_MAP: Record<string, { color: string; text: string }> = {
+  active: { color: 'green', text: '启用' },
+  draft: { color: 'orange', text: '草稿' },
+  archived: { color: 'default', text: '归档' },
+};
+const FIELD_TYPE_OPTIONS = [
+  { value: 'text', label: '文本' },
+  { value: 'number', label: '数字' },
+  { value: 'date', label: '日期' },
+  { value: 'select', label: '下拉选择' },
+  { value: 'checkbox', label: '复选' },
+  { value: 'textarea', label: '多行文本' },
+  { value: 'scale', label: '量表' },
+];
+
+function FieldEditor({ value, onChange }: {
+  value: TemplateFieldReq[];
+  onChange: (v: TemplateFieldReq[]) => void;
+}) {
+  const add = () => {
+    onChange([...value, {
+      label: '', field_key: '', field_type: 'text', required: false, sort_order: value.length,
+    }]);
+  };
+  const remove = (idx: number) => onChange(value.filter((_, i) => i !== idx));
+  const update = (idx: number, patch: Partial<TemplateFieldReq>) => {
+    const next = [...value];
+    next[idx] = { ...next[idx], ...patch };
+    onChange(next);
+  };
+
+  return (
+    <div>
+      {value.map((f, i) => (
+        <Card key={i} size="small" style={{ marginBottom: 8 }}>
+          <Space wrap>
+            <Input placeholder="字段标签" value={f.label}
+              onChange={(e) => update(i, { label: e.target.value })} style={{ width: 120 }} />
+            <Input placeholder="字段key" value={f.field_key}
+              onChange={(e) => update(i, { field_key: e.target.value })} style={{ width: 120 }} />
+            <Select value={f.field_type} options={FIELD_TYPE_OPTIONS}
+              onChange={(v) => update(i, { field_type: v })} style={{ width: 100 }} />
+            <Switch checked={f.required} onChange={(v) => update(i, { required: v })}
+              checkedChildren="必填" unCheckedChildren="选填" />
+            <InputNumber placeholder="排序" value={f.sort_order} min={0}
+              onChange={(v) => update(i, { sort_order: v ?? 0 })} style={{ width: 70 }} />
+            <Button icon={<DeleteOutlined />} danger size="small" onClick={() => remove(i)} />
+          </Space>
+          {f.field_type === 'select' && (
+            <Input placeholder="选项(逗号分隔)" value={f.options ?? ''}
+              onChange={(e) => update(i, { options: e.target.value || undefined })}
+              style={{ marginTop: 8, width: '100%' }} />
+          )}
+        </Card>
+      ))}
+      <Button type="dashed" block icon={<PlusOutlined />} onClick={add}>添加字段</Button>
+    </div>
+  );
+}
+
+export default function FollowUpTemplateList() {
+  const [data, setData] = useState<FollowUpTemplateListItem[]>([]);
+  const [total, setTotal] = useState(0);
+  const [loading, setLoading] = useState(false);
+  const [page, setPage] = useState(1);
+  const [modalOpen, setModalOpen] = useState(false);
+  const [detailOpen, setDetailOpen] = useState(false);
+  const [detail, setDetail] = useState<FollowUpTemplate | null>(null);
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [form] = Form.useForm();
+
+  const fetchList = useCallback(async () => {
+    setLoading(true);
+    try {
+      const res = await followUpTemplateApi.list({ page, page_size: 20 });
+      setData(res.data);
+      setTotal(res.total);
+    } catch {
+      message.error('加载模板列表失败');
+    } finally {
+      setLoading(false);
+    }
+  }, [page]);
+
+  useEffect(() => { fetchList(); }, [fetchList]);
+
+  const openCreate = () => {
+    setEditingId(null);
+    form.resetFields();
+    form.setFieldsValue({ follow_up_type: 'phone', fields: [] });
+    setModalOpen(true);
+  };
+
+  const openEdit = async (id: string) => {
+    try {
+      const tpl = await followUpTemplateApi.get(id);
+      setEditingId(id);
+      form.setFieldsValue({
+        name: tpl.name,
+        description: tpl.description,
+        follow_up_type: tpl.follow_up_type,
+        applicable_scope: tpl.applicable_scope,
+        status: tpl.status,
+        fields: tpl.fields.map((f) => ({
+          label: f.label, field_key: f.field_key, field_type: f.field_type,
+          required: f.required, options: f.options, placeholder: f.placeholder,
+          sort_order: f.sort_order,
+        })),
+      });
+      setModalOpen(true);
+    } catch {
+      message.error('加载模板详情失败');
+    }
+  };
+
+  const openDetail = async (id: string) => {
+    try {
+      const tpl = await followUpTemplateApi.get(id);
+      setDetail(tpl);
+      setDetailOpen(true);
+    } catch {
+      message.error('加载模板详情失败');
+    }
+  };
+
+  const handleSubmit = async () => {
+    try {
+      const values = await form.validateFields();
+      const fields = (values.fields ?? []).map((f: TemplateFieldReq) => ({
+        ...f,
+        sort_order: f.sort_order ?? 0,
+      }));
+      if (editingId) {
+        await followUpTemplateApi.update(editingId, {
+          name: values.name,
+          description: values.description,
+          follow_up_type: values.follow_up_type,
+          applicable_scope: values.applicable_scope,
+          fields,
+          version: data.find((d) => d.id === editingId)?.version ?? 1,
+        });
+        message.success('模板已更新');
+      } else {
+        await followUpTemplateApi.create({
+          name: values.name,
+          description: values.description,
+          follow_up_type: values.follow_up_type,
+          applicable_scope: values.applicable_scope,
+          fields,
+        });
+        message.success('模板已创建');
+      }
+      setModalOpen(false);
+      fetchList();
+    } catch {
+      // validation error
+    }
+  };
+
+  const handleDelete = async (id: string, version: number) => {
+    try {
+      await followUpTemplateApi.delete(id, version);
+      message.success('模板已删除');
+      fetchList();
+    } catch {
+      message.error('删除失败');
+    }
+  };
+
+  const columns: ColumnsType<FollowUpTemplateListItem> = [
+    { title: '模板名称', dataIndex: 'name', width: 200 },
+    {
+      title: '随访方式', dataIndex: 'follow_up_type', width: 100,
+      render: (v: string) => TYPE_MAP[v] ?? v,
+    },
+    {
+      title: '状态', dataIndex: 'status', width: 80,
+      render: (v: string) => {
+        const cfg = STATUS_MAP[v] ?? { color: 'default', text: v };
+        return <Tag color={cfg.color}>{cfg.text}</Tag>;
+      },
+    },
+    { title: '字段数', dataIndex: 'field_count', width: 80 },
+    {
+      title: '更新时间', dataIndex: 'updated_at', width: 170,
+      render: (v: string) => v ? new Date(v).toLocaleString('zh-CN') : '-',
+    },
+    {
+      title: '操作', width: 180,
+      render: (_, record) => (
+        <Space>
+          <Button type="link" size="small" onClick={() => openDetail(record.id)}>查看</Button>
+          <AuthButton code="health.follow-up-templates.manage">
+            <Button type="link" size="small" onClick={() => openEdit(record.id)}>编辑</Button>
+          </AuthButton>
+          <AuthButton code="health.follow-up-templates.manage">
+            <Popconfirm title="确定删除此模板?" onConfirm={() => handleDelete(record.id, record.version)}>
+              <Button type="link" size="small" danger>删除</Button>
+            </Popconfirm>
+          </AuthButton>
+        </Space>
+      ),
+    },
+  ];
+
+  return (
+    <div style={{ padding: 24 }}>
+      <div style={{ marginBottom: 16, display: 'flex', justifyContent: 'space-between' }}>
+        <h2 style={{ margin: 0 }}>随访模板</h2>
+        <AuthButton code="health.follow-up-templates.manage">
+          <Button type="primary" icon={<PlusOutlined />} onClick={openCreate}>新建模板</Button>
+        </AuthButton>
+      </div>
+
+      <Table<FollowUpTemplateListItem>
+        rowKey="id"
+        columns={columns}
+        dataSource={data}
+        loading={loading}
+        pagination={{
+          current: page, total, pageSize: 20,
+          showTotal: (t) => `共 ${t} 条`,
+          onChange: (p) => setPage(p),
+        }}
+      />
+
+      {/* 创建/编辑弹窗 */}
+      <Modal
+        title={editingId ? '编辑模板' : '新建模板'}
+        open={modalOpen}
+        onOk={handleSubmit}
+        onCancel={() => setModalOpen(false)}
+        width={720}
+        destroyOnClose
+      >
+        <Form form={form} layout="vertical">
+          <Form.Item name="name" label="模板名称" rules={[{ required: true }]}>
+            <Input />
+          </Form.Item>
+          <Space style={{ width: '100%' }} size="large">
+            <Form.Item name="follow_up_type" label="随访方式" rules={[{ required: true }]}>
+              <Select style={{ width: 160 }} options={TYPE_OPTIONS} />
+            </Form.Item>
+            <Form.Item name="applicable_scope" label="适用范围">
+              <Input style={{ width: 200 }} placeholder="如: 高血压患者" />
+            </Form.Item>
+          </Space>
+          <Form.Item name="description" label="描述">
+            <Input.TextArea rows={2} />
+          </Form.Item>
+          <Form.Item name="fields" label="模板字段">
+            <FieldEditor />
+          </Form.Item>
+        </Form>
+      </Modal>
+
+      {/* 详情弹窗 */}
+      <Modal
+        title={detail?.name ?? '模板详情'}
+        open={detailOpen}
+        onCancel={() => setDetailOpen(false)}
+        footer={null}
+        width={640}
+      >
+        {detail && (
+          <div>
+            <Space style={{ marginBottom: 12 }}>
+              <Tag>{TYPE_MAP[detail.follow_up_type] ?? detail.follow_up_type}</Tag>
+              <Tag color={STATUS_MAP[detail.status]?.color ?? 'default'}>
+                {STATUS_MAP[detail.status]?.text ?? detail.status}
+              </Tag>
+              {detail.applicable_scope && <Typography.Text type="secondary">{detail.applicable_scope}</Typography.Text>}
+            </Space>
+            {detail.description && (
+              <Typography.Paragraph type="secondary">{detail.description}</Typography.Paragraph>
+            )}
+            <Typography.Text strong style={{ display: 'block', marginBottom: 8 }}>
+              字段列表 ({detail.fields.length})
+            </Typography.Text>
+            <Table
+              size="small"
+              dataSource={detail.fields}
+              rowKey="id"
+              pagination={false}
+              columns={[
+                { title: '标签', dataIndex: 'label', width: 120 },
+                { title: 'Key', dataIndex: 'field_key', width: 100 },
+                { title: '类型', dataIndex: 'field_type', width: 80 },
+                {
+                  title: '必填', dataIndex: 'required', width: 60,
+                  render: (v: boolean) => v ? '是' : '否',
+                },
+              ]}
+            />
+          </div>
+        )}
+      </Modal>
+    </div>
+  );
+}

crates/erp-server/migration/src/lib.rs

@@ -102,6 +102,7 @@ mod m20260501_000099_create_ai_risk_threshold;
 mod m20260501_000100_seed_action_inbox_menu;
 mod m20260502_000101_seed_health_dictionaries;
 mod m20260502_000102_seed_warning_thresholds;
+mod m20260502_000103_seed_follow_up_template_menu;
 
 pub struct Migrator;
 
@@ -211,6 +212,7 @@ impl MigratorTrait for Migrator {
             Box::new(m20260501_000100_seed_action_inbox_menu::Migration),
             Box::new(m20260502_000101_seed_health_dictionaries::Migration),
             Box::new(m20260502_000102_seed_warning_thresholds::Migration),
+            Box::new(m20260502_000103_seed_follow_up_template_menu::Migration),
         ]
     }
 }

crates/erp-server/migration/src/m20260502_000103_seed_follow_up_template_menu.rs

@@ -0,0 +1,65 @@
+use sea_orm_migration::prelude::*;
+
+#[derive(DeriveMigrationName)]
+pub struct Migration;
+
+#[async_trait::async_trait]
+impl MigrationTrait for Migration {
+    async fn up(&self, manager: &SchemaManager) -> Result<(), DbErr> {
+        let db = manager.get_connection();
+
+        // 添加随访模板管理菜单（排在行动收件箱后面，sort_order=37）
+        db.execute_unprepared(
+            r#"
+            INSERT INTO menus (id, tenant_id, parent_id, title, path, icon, sort_order,
+                               visible, menu_type, permission, created_at, updated_at, created_by, updated_by, version)
+            SELECT
+                'b0000003-0000-7000-8000-000000000021'::uuid,
+                t.id,
+                (SELECT id FROM menus WHERE path = '/health' AND tenant_id = t.id LIMIT 1),
+                '随访模板管理',
+                '/health/follow-up-templates',
+                'FormOutlined',
+                37,
+                true, 'page', 'health.follow-up-templates.list',
+                NOW(), NOW(),
+                (SELECT id FROM users WHERE tenant_id = t.id LIMIT 1),
+                (SELECT id FROM users WHERE tenant_id = t.id LIMIT 1),
+                1
+            FROM tenant t
+            WHERE NOT EXISTS (
+                SELECT 1 FROM menus
+                WHERE path = '/health/follow-up-templates' AND tenant_id = t.id
+            )
+            "#,
+        )
+        .await?;
+
+        // 给 admin 角色绑定 list + manage 权限
+        db.execute_unprepared(
+            r#"
+            INSERT INTO role_permissions (role_id, permission_id, tenant_id, created_by, updated_by, version)
+            SELECT r.id, p.id, t.id, r.id, r.id, 1
+            FROM tenant t
+            JOIN roles r ON r.tenant_id = t.id AND r.code = 'admin'
+            JOIN permissions p ON p.tenant_id = t.id AND p.code IN ('health.follow-up-templates.list', 'health.follow-up-templates.manage')
+            WHERE NOT EXISTS (
+                SELECT 1 FROM role_permissions rp
+                WHERE rp.permission_id = p.id AND rp.role_id = r.id
+            )
+            "#,
+        )
+        .await?;
+
+        Ok(())
+    }
+
+    async fn down(&self, manager: &SchemaManager) -> Result<(), DbErr> {
+        let db = manager.get_connection();
+        db.execute_unprepared(
+            "DELETE FROM menus WHERE path = '/health/follow-up-templates'",
+        )
+        .await?;
+        Ok(())
+    }
+}