优化付款交货待办展示并支持列表快捷登记

packaging/win7/README_WIN7.md

@@ -4,6 +4,10 @@
 
 安装脚本修复：新版解压到另一文件夹时，先检查本包及系统登记的 Python 3.8.10，确认位数和运行正常后复用；不再仅因新目录没有 `.python38` 就重复安装。只有找不到可用环境时才运行官方安装器。安装器错误码、依赖安装及自检输出会保存在 `logs/`。
 
+2026-09-17 工作台更新：突出“需预付款”“已收票待付款”“已付款未交齐”“变更后待核对”。待跟进订单先按处理类别排列，同类较早订单优先；付款、交货、收票均完成后默认收起，仍可通过筛选查看。付款和交货分别显示三档状态；“未登记”和变更前待核对记录单独提示，不换算虚假的完成百分比。
+
+在工作台或订单列表点击“登记收票 / 交货”“登记付款”，可直接在弹窗中保存，无需进入订单详情。制单员登记自己的采购跟进，审批员登记付款，管理员可登记两者。弹窗保存后保留当前筛选；如果其他人已更新订单，会提示重新读取并核对状态，避免覆盖。订单详情顶部显示最近经办人、时间和备注。手机端订单自动排成卡片。本次不增加业务字段，不改变已有审批或 PDF 归档；原 PDF 手册中工作台截图为旧布局，操作以本段说明及新版页面为准。
+
 2026-09-17 文件名更新：在“供应商管理”的新增或编辑窗口填写“公司简称”，PDF 文件名即为“采购单_订单号_简称.pdf”（委外单使用对应类型名称）；未填写简称时使用供应商全名。已审批订单重新下载也使用新文件名，归档 PDF 内容不变，无需重新审批。Excel 模板新增末列“公司简称”，旧表缺少该列时保留原简称。本次启动会先备份数据库，再升级到数据库结构版本 5，新增简称字段。
 
 2026-09-17 排版更新：公司抬头从 12.5 磅加大到 20 磅，保持黑体居中。采购专用章直径增加 30%，固定在右侧需方签章空位；供方和需方签章区之间留出 20 毫米间隔。采购单与委外订单均已调整，示例见 `samples/`。本次 PDF 模板版本为 `po-v5`。

po_app/app.py

@@ -8,13 +8,14 @@ from functools import wraps
 
 from flask import (Flask, flash, jsonify, redirect, render_template, request,
                    send_file, send_from_directory, session, url_for)
-from sqlalchemy import func
+from sqlalchemy import func, or_
 from werkzeug.security import check_password_hash, generate_password_hash
 from security import db, current_user, login_required, role_required, init_security, validate_password, sign_in
 from money import number, format_price
 from order_logic import scope
 from order_routes import register_order_routes
-from order_tracking import TRACKING_FILTERS, filter_tracking, register_tracking_routes
+from order_tracking import (TRACKING_FILTERS, filter_tracking, register_tracking_routes,
+                            tracking_conditions, tracking_priority)
 from excel_io import read_rows, read_material_rows, read_supplier_rows, save_upload
 from flask import abort
 
@@ -77,10 +78,14 @@ def index():
     month_total = (scope(db.query(func.sum(Order.total_amount)))
                    .filter(Order.status == "approved").scalar() or 0)
     tracking_counts = {key: filter_tracking(scope(db.query(Order)), key).count() for key in TRACKING_FILTERS}
-    tracking_rows = scope(db.query(Order)).filter_by(status='approved').order_by(Order.id.desc()).limit(12).all()
+    tracking_key = request.args.get('tracking', 'open')
+    tracking_query = filter_tracking(scope(db.query(Order)), tracking_key or 'open')
+    tracking_total = tracking_query.count()
+    tracking_rows = tracking_query.order_by(tracking_priority(), Order.id.asc()).limit(12).all()
     return render_template("index.html", user=u, todo=todo, my_orders=my_orders,
                            counts=counts, month_total=month_total,
                            tracking_counts=tracking_counts, tracking_rows=tracking_rows,
+                           tracking_key=tracking_key or 'open', tracking_total=tracking_total,
                            status_text=STATUS_TEXT, role_text=ROLE_TEXT)
 
 
@@ -108,7 +113,10 @@ def orders():
         q = q.filter(Order.order_date <= date_to)
     if u.role == "maker":
         q = q.filter(Order.created_by == u.id)
-    q = filter_tracking(q, request.args.get('tracking', ''))
+    tracking = request.args.get('tracking', '')
+    q = filter_tracking(q, tracking)
+    if not tracking and request.args.get('show_completed') != '1':
+        q = q.filter(or_(Order.status != 'approved', ~tracking_conditions()['closed']))
     rows = q.order_by(Order.id.desc()).all()
     return render_template("orders.html", user=u, rows=rows, status_text=STATUS_TEXT,
                            doc_types=DOC_TYPES, args=request.args)

po_app/order_tracking.py

@@ -1,8 +1,8 @@
 """Internal order follow-up; approved documents stay frozen."""
 from datetime import date
 
-from flask import abort, flash, redirect, request, url_for
-from sqlalchemy import and_, or_
+from flask import abort, flash, jsonify, redirect, render_template, request, url_for
+from sqlalchemy import and_, case, or_
 
 from models import DELIVERY_STATUS, INVOICE_STATUS, PAYMENT_STATUS, Order
 from order_logic import add_log, get_order, normalize_date
@@ -10,6 +10,7 @@ from security import current_user, db, login_required
 
 
 TRACKING_FILTERS = {
+    'open': '待跟进订单',
     'prepayment': '需预付款',
     'invoice_due': '已收票待付款',
     'unpaid': '未付款',
@@ -22,6 +23,7 @@ TRACKING_FILTERS = {
     'completed': '已付款且已交货',
     'unrecorded': '跟进待登记',
     'recheck': '变更后待核对',
+    'closed': '付款、交货、收票均完成',
 }
 
 
@@ -30,7 +32,12 @@ def tracking_conditions():
     current_payment = or_(Order.payment_revision < 0, Order.payment_revision == Order.revision)
     payment_due = and_(current_payment, Order.payment_status.in_(('unpaid', 'partial')))
     delivery_open = and_(current_fulfillment, Order.delivery_status.in_(('pending', 'partial')))
+    completed = and_(current_payment, current_fulfillment, Order.payment_status == 'paid',
+                     Order.delivery_status == 'delivered')
+    closed = and_(completed, Order.invoice_status == 'received')
     return {
+        'open': ~closed,
+        'closed': closed,
         'prepayment': and_(current_fulfillment, Order.needs_prepayment.is_(True), payment_due),
         'invoice_due': and_(current_fulfillment, Order.invoice_status == 'received', payment_due),
         'unpaid': and_(current_payment, Order.payment_status == 'unpaid'),
@@ -40,8 +47,7 @@ def tracking_conditions():
         'partial_delivery': and_(current_fulfillment, Order.delivery_status == 'partial'),
         'delivered': and_(current_fulfillment, Order.delivery_status == 'delivered'),
         'paid_undelivered': and_(current_payment, Order.payment_status == 'paid', delivery_open),
-        'completed': and_(current_payment, current_fulfillment, Order.payment_status == 'paid',
-                          Order.delivery_status == 'delivered'),
+        'completed': completed,
         'unrecorded': or_(Order.invoice_status == 'unknown', Order.delivery_status == 'unknown',
                           Order.payment_status == 'unknown'),
         'recheck': or_(~current_fulfillment, ~current_payment),
@@ -57,6 +63,48 @@ def filter_tracking(query, key):
     return query.filter(Order.status == 'approved', conditions[key])
 
 
+def tracking_priority():
+    conditions = tracking_conditions()
+    return case(*[(conditions[key], rank) for rank, key in enumerate(
+        ('recheck', 'prepayment', 'invoice_due', 'paid_undelivered', 'unrecorded'))], else_=5)
+
+
+def tracking_tasks(order):
+    if order.status != 'approved':
+        return []
+    if order.fulfillment_stale or order.payment_stale:
+        return [('recheck', '变更后待核对')]
+    tasks = []
+    if order.payment_status in ('unpaid', 'partial'):
+        if order.needs_prepayment:
+            tasks.append(('prepayment', '安排预付款' if order.payment_status == 'unpaid' else '核对预付款及剩余付款安排'))
+        elif order.invoice_status == 'received':
+            tasks.append(('invoice_due', '已收票，跟进付款' if order.payment_status == 'unpaid' else '跟进剩余付款'))
+        else:
+            tasks.append(('payment', '跟进付款安排'))
+    if order.delivery_status in ('pending', 'partial'):
+        tasks.append(('delivery', '跟进剩余交货' if order.delivery_status == 'partial' else '跟进交货'))
+    if order.invoice_status == 'pending':
+        tasks.append(('invoice', '跟进收票'))
+    if 'unknown' in (order.payment_status, order.delivery_status, order.invoice_status):
+        tasks.append(('unrecorded', '补充跟进登记'))
+    return tasks or [('closed', '付款、交货、收票均完成')]
+
+
+def latest_tracking(order):
+    latest = {}
+    for log in reversed(order.logs):
+        if log.action in ('更新采购跟进', '登记付款状态') and log.action not in latest:
+            latest[log.action] = log
+    return latest
+
+
+def tracking_response(oid):
+    if request.headers.get('X-Tracking-Modal') == '1':
+        return jsonify(ok=True)
+    return redirect(url_for('order_view', oid=oid) + '#order-tracking')
+
+
 def can_follow(order, user):
     return (order.status == 'approved' and user.role in ('maker', 'admin')
             and (user.role == 'admin' or order.created_by == user.id))
@@ -84,7 +132,21 @@ def register_tracking_routes(app):
     @app.context_processor
     def tracking_context():
         return {'INVOICE_STATUS': INVOICE_STATUS, 'DELIVERY_STATUS': DELIVERY_STATUS,
-                'PAYMENT_STATUS': PAYMENT_STATUS, 'TRACKING_FILTERS': TRACKING_FILTERS}
+                'PAYMENT_STATUS': PAYMENT_STATUS, 'TRACKING_FILTERS': TRACKING_FILTERS,
+                'can_follow': can_follow, 'can_record_payment': can_record_payment,
+                'tracking_tasks': tracking_tasks, 'latest_tracking': latest_tracking}
+
+    @app.get('/orders/<int:oid>/tracking/<kind>')
+    @login_required
+    def tracking_editor(oid, kind):
+        if kind not in ('follow-up', 'payment'):
+            abort(404)
+        order, user = get_order(oid), current_user()
+        allowed = can_follow(order, user) if kind == 'follow-up' else can_record_payment(order, user)
+        if not allowed:
+            abort(403)
+        template = 'tracking_editor_fragment.html' if request.args.get('fragment') == '1' else 'tracking_editor.html'
+        return render_template(template, o=order, user=user, kind=kind)
 
     @app.post('/orders/<int:oid>/follow-up')
     @login_required
@@ -124,7 +186,7 @@ def register_tracking_routes(app):
             add_log(order, '更新采购跟进', user, '；'.join(changes + (['更正原因：' + reason] if reason else [])))
         db.commit()
         flash('采购跟进已保存', 'ok')
-        return redirect(url_for('order_view', oid=oid) + '#order-tracking')
+        return tracking_response(oid)
 
     @app.post('/orders/<int:oid>/payment')
     @login_required
@@ -160,4 +222,4 @@ def register_tracking_routes(app):
             add_log(order, '登记付款状态', user, '；'.join(changes + (['更正原因：' + reason] if reason else [])))
         db.commit()
         flash('付款状态已保存', 'ok')
-        return redirect(url_for('order_view', oid=oid) + '#order-tracking')
+        return tracking_response(oid)

po_app/static/style.css

@@ -130,6 +130,58 @@ table.grid tr.row-off .btn { opacity: .8; }
 .badge.track-partial { background: #e6f0ff; color: #14509b; }
 .badge.track-received, .badge.track-delivered, .badge.track-paid { background: #e8f6ee; color: #12703f; }
 .mobile-only { display: none; }
+/* Payment / delivery workspace: independent states, task-first rows. */
+.tracking-dashboard .card-head { align-items: flex-start; }
+.tracking-dashboard .card-head > a { flex-shrink: 0; white-space: nowrap; }
+.tracking-dashboard .card-head p { margin: 6px 0 0; }
+.tracking-focus .stat { position: relative; border-top: 3px solid #d99a30; padding-right: 28px; }
+.tracking-focus .focus-paid_undelivered { border-top-color: #1668dc; }
+.tracking-focus .focus-recheck { border-top-color: #a65d26; }
+.tracking-focus .stat.selected { background: #eef5ff; border-color: #1668dc; }
+.tracking-focus .stat .k { color: #42526a; }
+.stat-arrow { position: absolute; right: 12px; top: 24px; color: #697a91; }
+.tracking-board-head { display: flex; align-items: center; justify-content: space-between; flex-wrap: wrap; gap: 8px; }
+.tracking-board-head h3 { margin: 0; }
+.tracking-filter { margin: 0 0 10px; flex-wrap: nowrap; }
+.tracking-filter select { width: auto; max-width: 240px; }
+.tracking-filter label { white-space: nowrap; }
+.status-steps { display: flex; list-style: none; margin: 0; padding: 0; gap: 3px; }
+.status-steps li { flex: 1; white-space: nowrap; text-align: center; padding: 6px 3px; border: 1px solid #e2e6ea; border-radius: 4px; font-size: 11px; color: #7b8490; background: #f7f8fa; }
+.status-steps .current { font-weight: 600; border-color: currentColor; }
+.status-steps .track-unpaid, .status-steps .track-pending { background: #fff4e0; color: #935100; }
+.status-steps .track-partial { background: #e6f0ff; color: #14509b; }
+.status-steps .track-paid, .status-steps .track-delivered { background: #e8f6ee; color: #12703f; }
+.order-progress { min-width: 154px; }
+.order-progress .badge, .order-progress .tracking-warning { display: inline-block; margin-bottom: 5px; }
+.order-progress.is-stale .current { color: #777; background: #eef0f2; }
+.tracking-tasks { display: flex; flex-wrap: wrap; gap: 4px; margin: 5px 0 9px; }
+.task-tag { color: #586577; font-size: 12px; line-height: 1.6; }
+.task-tag + .task-tag::before { content: '·'; margin-right: 4px; }
+.task-prepayment, .task-invoice_due, .task-recheck { color: #935100; font-weight: 600; }
+.task-closed { color: #12703f; }
+.tracking-actions { display: flex; align-items: center; flex-wrap: wrap; gap: 6px; }
+.tracking-actions .btn { white-space: nowrap; }
+.tracking-detail-link { font-size: 12px; display: inline-block; padding: 4px 0; }
+.supplier-name { margin: 5px 0; overflow-wrap: anywhere; }
+.order-identity { max-width: 240px; }
+.tracking-table td, .orders-table td { padding-top: 12px !important; padding-bottom: 12px !important; }
+.tracking-completed-link { border-top: 1px solid #e2e6ea; margin-top: 12px; padding-top: 12px; font-size: 12px; }
+.completed-toggle { display: flex; align-items: center; gap: 4px; margin: 0; color: #555; }
+.tracking-panels { display: grid; grid-template-columns: 1fr 1fr; gap: 16px; margin: 12px 0 20px; }
+.tracking-panel { padding: 16px; border: 1px solid #dfe5ec; border-radius: 6px; min-width: 0; }
+.tracking-panel h3 { margin: 0 0 12px; }
+.tracking-panel .status-steps li { font-size: 13px; padding: 9px 3px; }
+.follow-note { white-space: pre-wrap; overflow-wrap: anywhere; line-height: 1.7; }
+.update-meta { color: #637187; font-size: 12px; margin-bottom: 0; }
+#tracking-dialog { width: 540px; max-width: calc(100% - 24px); max-height: calc(100% - 32px); padding: 0; border: 0; border-radius: 10px; box-shadow: 0 16px 60px #0004; }
+#tracking-dialog::backdrop { background: #15253b80; }
+#tracking-dialog .modal-head { position: sticky; top: 0; background: white; z-index: 1; }
+#tracking-dialog h3 { margin: 14px 0; font-size: 15px; }
+#tracking-reload { margin-bottom: 12px; }
+.editor-order { line-height: 1.8; margin: 0; overflow-wrap: anywhere; }
+.tracking-editor-page { max-width: 600px; }
+.btn:disabled { opacity: .55; cursor: wait; }
+[hidden] { display: none !important; }
 @media (max-width: 800px) {
   .topbar { height: auto; min-height: 52px; flex-wrap: wrap; gap: 12px; padding: 12px 16px; }
   .topbar .brand { width: 100%; }
@@ -143,6 +195,24 @@ table.grid tr.row-off .btn { opacity: .8; }
   .stat-row { grid-template-columns: repeat(2, minmax(0, 1fr)); gap: 8px; }
   .tracking-summary { grid-template-columns: repeat(2, minmax(0, 1fr)); }
   .tracking-forms { grid-template-columns: minmax(0, 1fr); }
+  .tracking-panels { grid-template-columns: minmax(0, 1fr); }
+  table.grid.order-cards { display: block; min-width: 0; }
+  table.order-cards thead { display: none; }
+  table.order-cards tbody { display: block; }
+  table.order-cards tr { display: block; border: 1px solid #dfe5ec; border-radius: 8px; padding: 10px 12px; margin-bottom: 12px; background: #fff; }
+  table.order-cards td { display: flex; gap: 10px; align-items: center; justify-content: space-between; border: 0; padding: 7px 0 !important; text-align: left; min-width: 0; max-width: none; }
+  table.order-cards td::before { content: attr(data-label); font-size: 12px; color: #637187; flex: 0 0 55px; }
+  table.order-cards .order-identity { display: block; padding-bottom: 10px !important; border-bottom: 1px solid #edf0f4; margin-bottom: 5px; }
+  table.order-cards .order-identity::before, table.order-cards .order-next::before { display: none; }
+  table.order-cards .order-next { display: block; border-top: 1px solid #edf0f4; margin-top: 5px; padding-top: 10px !important; }
+  table.order-cards .order-progress { flex: 1; min-width: 0; max-width: 320px; }
+  table.order-cards .tracking-tasks { flex: 1; }
+  table.order-cards td[data-label="收票 / 待办"] { flex-wrap: wrap; }
+  table.order-cards .empty-row td { display: block; }
+  .tracking-actions .btn { display: inline-flex; align-items: center; }
+  .tracking-filter { width: 100%; }
+  .tracking-filter select { flex: 1; max-width: none; min-width: 0; }
+  .tracking-panel { padding: 12px; }
   table.grid { min-width: 680px; }
   table.approval-flow { min-width: 0; }
   .mobile-only { display: block; }

po_app/static/tracking.js

@@ -0,0 +1,85 @@
+/* Reuse server forms and existing permissions; keep edits on the current list. */
+(function () {
+  'use strict';
+  var dialog = document.getElementById('tracking-dialog');
+  if (!dialog || typeof dialog.showModal !== 'function' || !window.fetch) return;
+  var content = document.getElementById('tracking-dialog-content');
+  var errorBox = document.getElementById('tracking-dialog-error');
+  var reload = document.getElementById('tracking-reload');
+  var close = dialog.querySelector('[data-tracking-close]');
+  var editorUrl = '', serial = 0, saving = false, opener;
+
+  function showError(message) {
+    errorBox.textContent = message;
+    errorBox.hidden = false;
+    reload.hidden = false;
+  }
+  function errorText(html) {
+    var doc = new DOMParser().parseFromString(html, 'text/html');
+    var message = doc.querySelector('.wrap .card p, body > p');
+    return message ? message.textContent : '暂时无法完成操作，请重新读取当前状态后再试。';
+  }
+  async function loadEditor() {
+    var current = ++serial;
+    errorBox.hidden = reload.hidden = true;
+    content.textContent = '正在读取最新状态…';
+    try {
+      var response = await fetch(editorUrl + '?fragment=1', {cache: 'no-store', credentials: 'same-origin'});
+      var html = await response.text();
+      if (current !== serial || !dialog.open) return;
+      if (response.redirected) { window.location.assign(response.url); return; }
+      if (!response.ok) { content.textContent = ''; showError(errorText(html)); return; }
+      content.innerHTML = html;
+      var field = content.querySelector('select, input:not([type=hidden])');
+      if (field) field.focus();
+    } catch (error) {
+      if (current === serial && dialog.open) { content.textContent = ''; showError('读取失败，请检查连接后重试。'); }
+    }
+  }
+  document.addEventListener('click', function (event) {
+    var link = event.target.closest('[data-quick-tracking]');
+    if (!link || event.ctrlKey || event.metaKey || event.shiftKey || event.altKey) return;
+    event.preventDefault();
+    opener = link;
+    editorUrl = link.href;
+    dialog.showModal();
+    loadEditor();
+  });
+  close.addEventListener('click', function () { if (!saving) dialog.close(); });
+  dialog.addEventListener('cancel', function (event) { if (saving) event.preventDefault(); });
+  dialog.addEventListener('close', function () {
+    ++serial;
+    content.textContent = '';
+    if (opener) opener.focus();
+  });
+  reload.addEventListener('click', loadEditor);
+  dialog.addEventListener('submit', async function (event) {
+    var form = event.target;
+    event.preventDefault();
+    if (saving) return;
+    var data = new FormData(form);
+    var submit = form.querySelector('[type=submit]');
+    saving = true;
+    close.disabled = reload.disabled = submit.disabled = true;
+    errorBox.hidden = reload.hidden = true;
+    var retry = true;
+    try {
+      var response = await fetch(form.action, {method: 'POST', body: data,
+        credentials: 'same-origin', headers: {'X-Tracking-Modal': '1'}});
+      if (response.redirected) { window.location.assign(response.url); return; }
+      if (response.ok && (response.headers.get('Content-Type') || '').indexOf('application/json') >= 0) {
+        var result = await response.json();
+        if (result.ok) { window.location.reload(); return; }
+      }
+      retry = response.status === 400;
+      showError(errorText(await response.text()));
+    } catch (error) {
+      retry = false;
+      showError('连接中断，无法确认是否保存成功。请重新读取当前状态，核对后再操作。');
+    } finally {
+      saving = false;
+      close.disabled = reload.disabled = false;
+      submit.disabled = !retry;
+    }
+  });
+})();

po_app/templates/base.html

@@ -36,5 +36,16 @@
   {% block body %}{% endblock %}
 </div>
 <footer class="foot">{{ COMPANY_NAME }} · 采购订单管理系统 v4.0</footer>
+{% if session.get('user_id') %}
+<dialog id="tracking-dialog" aria-labelledby="tracking-dialog-title">
+  <div class="modal-head"><span id="tracking-dialog-title">快捷登记</span><button type="button" class="btn sm" data-tracking-close aria-label="关闭快捷登记">关闭</button></div>
+  <div class="modal-body">
+    <div id="tracking-dialog-error" class="flash error" role="alert" hidden></div>
+    <button type="button" class="btn sm" id="tracking-reload" hidden>重新读取当前状态</button>
+    <div id="tracking-dialog-content" aria-live="polite"></div>
+  </div>
+</dialog>
+<script src="{{ url_for('static', filename='tracking.js') }}" defer></script>
+{% endif %}
 </body>
 </html>

po_app/templates/index.html

@@ -8,29 +8,38 @@
   <div class="stat"><div class="v">{{ '%.2f'|format(month_total) }}</div><div class="k">审批通过订单总额（元）</div></div>
 </div>
 
-<div class="card tracking-dashboard">
-  <div class="card-head"><h2>付款与交货概况</h2><a href="{{ url_for('orders', status='approved') }}">查看全部</a></div>
-  <p class="muted">统计当前可见、审批通过的订单。各类数量可能重叠；部分付款和部分交货按订单状态统计。</p>
-  <div class="stat-row">
-    {% for key in ['prepayment','invoice_due','unpaid','paid','undelivered','partial_delivery','paid_undelivered','completed'] %}
-    <a class="stat tracking-stat" data-tracking="{{ key }}" href="{{ url_for('orders', tracking=key) }}"><div class="v">{{ tracking_counts[key] }}</div><div class="k">{{ TRACKING_FILTERS[key] }}</div></a>
+<div class="card tracking-dashboard" id="tracking-board">
+  {% from 'tracking_macros.html' import progress, invoice, tasks, actions with context %}
+  <div class="card-head"><div><h2>付款与交货待办</h2><p class="muted">先核对变更，再跟进付款与交货。同一订单可能出现在多个提醒中。</p></div><a href="{{ url_for('orders') }}">全部订单</a></div>
+  <div class="stat-row tracking-focus">
+    {% for key in ['prepayment','invoice_due','paid_undelivered','recheck'] %}
+    <a class="stat tracking-stat focus-{{ key }} {{ 'selected' if tracking_key == key else '' }}" data-tracking="{{ key }}" href="{{ url_for('index', tracking=key) }}#tracking-board"><div class="v">{{ tracking_counts[key] }}</div><div class="k">{{ TRACKING_FILTERS[key] }}</div><span class="stat-arrow" aria-hidden="true">→</span></a>
     {% endfor %}
   </div>
-  <div class="toolbar tracking-shortcuts">{% for key in ['partial_payment','delivered','unrecorded','recheck'] %}<a class="btn sm" data-tracking="{{ key }}" href="{{ url_for('orders', tracking=key) }}">{{ TRACKING_FILTERS[key] }}（{{ tracking_counts[key] }}）</a>{% endfor %}</div>
-  <h3>最近审批通过的订单</h3>
-  <table class="grid tracking-table">
-    <tr><th>订单 / 供应商</th><th class="num">订单金额</th><th>预付款</th><th>收票</th><th>付款</th><th>交货</th><th>操作</th></tr>
-    {% for o in tracking_rows %}
-    <tr>
-      <td><a href="{{ url_for('order_view', oid=o.id) }}#order-tracking">{{ o.order_no }}</a><div class="muted">{{ o.supplier_name }}</div>{% if o.fulfillment_stale or o.payment_stale %}<div class="tracking-warning">变更后待核对</div>{% endif %}</td>
-      <td class="num">{{ '%.2f'|format(o.total_amount) }}</td><td>{{ '需要' if o.needs_prepayment else '—' }}</td>
-      <td><span class="badge track-{{ o.invoice_status }}">{{ o.invoice_status_text }}</span></td>
-      <td><span class="badge track-{{ o.payment_status }}">{{ o.payment_status_text }}</span></td>
-      <td><span class="badge track-{{ o.delivery_status }}">{{ o.delivery_status_text }}</span></td>
-      <td><a class="btn sm" href="{{ url_for('order_view', oid=o.id) }}#order-tracking">查看跟进</a></td>
+  <div class="tracking-board-head">
+    <div><h3>{{ TRACKING_FILTERS[tracking_key] }} <span class="muted">共 {{ tracking_total }} 单</span></h3><p class="muted">同类优先显示较早订单；付款、交货、收票均完成后默认收起。</p></div>
+    <form method="get" action="{{ url_for('index') }}#tracking-board" class="toolbar tracking-filter">
+      <label for="board-filter">查看</label>
+      <select id="board-filter" name="tracking">{% for key, label in TRACKING_FILTERS.items() %}<option value="{{ key }}" {{ 'selected' if tracking_key == key else '' }}>{{ label }}（{{ tracking_counts[key] }}）</option>{% endfor %}</select>
+      <button class="btn sm">筛选</button>
+    </form>
+  </div>
+  <table class="grid tracking-table order-cards">
+    <thead><tr><th>订单 / 供应商</th><th class="num">金额</th><th>付款进度</th><th>交货进度</th><th>收票</th><th>待办 / 操作</th></tr></thead>
+    <tbody>{% for o in tracking_rows %}
+    <tr data-order-id="{{ o.id }}">
+      <td data-label="订单" class="order-identity"><a href="{{ url_for('order_view', oid=o.id) }}#order-tracking"><b>{{ o.order_no }}</b></a><div class="supplier-name">{{ o.supplier_name }}</div>{% if o.needs_prepayment %}<span class="badge track-partial">需提前付款{{ '（待核对）' if o.fulfillment_stale else '' }}</span>{% endif %}</td>
+      <td data-label="订单金额" class="num">¥{{ '%.2f'|format(o.total_amount) }}</td>
+      <td data-label="付款">{{ progress(o, 'payment') }}</td>
+      <td data-label="交货">{{ progress(o, 'delivery') }}</td>
+      <td data-label="收票">{{ invoice(o) }}</td>
+      <td data-label="待办 / 操作" class="order-next">{{ tasks(o) }}{{ actions(o, user) }}</td>
     </tr>
-    {% else %}<tr><td colspan="7" class="center muted">暂无审批通过的订单</td></tr>{% endfor %}
+    {% else %}<tr class="empty-row"><td colspan="6" class="center muted">当前分类暂无订单。可切换分类查看其他订单。</td></tr>{% endfor %}</tbody>
   </table>
+  {% if tracking_total > tracking_rows|length %}<p class="right"><a href="{{ url_for('orders', tracking=tracking_key) }}">查看全部 {{ tracking_total }} 单 →</a></p>{% endif %}
+  {% if tracking_key != 'open' %}<p><a href="{{ url_for('index') }}#tracking-board">返回全部待跟进（{{ tracking_counts['open'] }}）</a></p>{% endif %}
+  <div class="tracking-completed-link"><a data-tracking="closed" href="{{ url_for('index', tracking='closed') }}#tracking-board">查看已全部完成（{{ tracking_counts['closed'] }}）</a></div>
 </div>
 
 {% if todo %}

po_app/templates/order_tracking.html

@@ -1,44 +1,30 @@
+{% from 'tracking_macros.html' import progress, invoice, tasks, form with context %}
+{% set recent = latest_tracking(o) %}
 <div class="card" id="order-tracking">
-  <h2>付款与交货跟进</h2>
-  <div class="tracking-summary">
-    <div><label>预付款安排</label><b>{{ '需提前付款' if o.needs_prepayment else '正常付款' }}</b></div>
-    <div><label>收票情况</label><span class="badge track-{{ o.invoice_status }}">{{ o.invoice_status_text }}</span></div>
-    <div><label>付款情况</label><span class="badge track-{{ o.payment_status }}">{{ o.payment_status_text }}</span>{% if o.payment_date %}<div class="muted">{{ o.payment_date }}</div>{% endif %}</div>
-    <div><label>交货情况</label><span class="badge track-{{ o.delivery_status }}">{{ o.delivery_status_text }}</span></div>
-  </div>
-  {% if o.fulfillment_stale or o.payment_stale %}
-  <p class="hint">订单内容已变更，以下记录来自变更前：{{ '采购跟进' if o.fulfillment_stale else '' }}{{ '、' if o.fulfillment_stale and o.payment_stale else '' }}{{ '付款情况' if o.payment_stale else '' }}。请对应经办人核对后保存确认。</p>
-  {% endif %}
+  <div class="card-head"><h2>付款与交货跟进</h2><span class="badge track-{{ 'partial' if o.needs_prepayment else 'unknown' }}">{{ '需提前付款' if o.needs_prepayment else '正常付款' }}{{ '（待核对）' if o.fulfillment_stale else '' }}</span></div>
+  {{ tasks(o) }}
+  {% if o.fulfillment_stale or o.payment_stale %}<p class="hint">订单内容已变更，下面保留变更前记录，请对应经办人核对后保存确认。</p>{% endif %}
   {% if o.status != 'approved' %}<p class="muted">审批通过后可登记付款、收票和交货情况。已有跟进记录保留供查询。</p>{% endif %}
-  {% if o.fulfillment_note %}<p>采购跟进备注：{{ o.fulfillment_note }}</p>{% endif %}
-  {% if o.payment_note %}<p>付款备注：{{ o.payment_note }}</p>{% endif %}
+  <div class="tracking-panels">
+    <section class="tracking-panel">
+      <h3>付款情况</h3>
+      {{ progress(o, 'payment') }}
+      {% if o.payment_date %}<p class="muted">实际付款日期：{{ o.payment_date }}</p>{% endif %}
+      {% if o.payment_note %}<p class="follow-note">{{ o.payment_note }}</p>{% endif %}
+      {% set log = recent.get('登记付款状态') %}
+      <p class="update-meta">{% if log %}最近登记：{{ log.created_at.strftime('%Y-%m-%d %H:%M') }} · {{ log.user_name }}{% else %}尚无付款登记记录{% endif %}</p>
+    </section>
+    <section class="tracking-panel">
+      <h3>交货与收票</h3>
+      {{ progress(o, 'delivery') }}
+      <p>收票：{{ invoice(o) }}</p>
+      {% if o.fulfillment_note %}<p class="follow-note">{{ o.fulfillment_note }}</p>{% endif %}
+      {% set log = recent.get('更新采购跟进') %}
+      <p class="update-meta">{% if log %}最近跟进：{{ log.created_at.strftime('%Y-%m-%d %H:%M') }} · {{ log.user_name }}{% else %}尚无采购跟进记录{% endif %}</p>
+    </section>
+  </div>
   <div class="tracking-forms">
-    {% if may_follow %}
-    <form id="follow-up-form" method="post" action="{{ url_for('order_follow_up', oid=o.id) }}">
-      <h3>制单员跟进</h3>
-      <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-      <input type="hidden" name="row_version" value="{{ o.row_version }}">
-      <div class="field"><label for="needs-prepayment">付款安排</label><select id="needs-prepayment" name="needs_prepayment"><option value="0" {{ 'selected' if not o.needs_prepayment else '' }}>正常付款</option><option value="1" {{ 'selected' if o.needs_prepayment else '' }}>需提前付款</option></select></div>
-      <div class="form-grid two">
-        <div class="field"><label for="invoice-status">收票情况</label><select id="invoice-status" name="invoice_status">{% for key, label in INVOICE_STATUS.items() %}<option value="{{ key }}" {{ 'selected' if o.invoice_status == key else '' }}>{{ label }}</option>{% endfor %}</select></div>
-        <div class="field"><label for="delivery-status">交货情况</label><select id="delivery-status" name="delivery_status">{% for key, label in DELIVERY_STATUS.items() %}<option value="{{ key }}" {{ 'selected' if o.delivery_status == key else '' }}>{{ label }}</option>{% endfor %}</select></div>
-      </div>
-      <div class="field"><label for="fulfillment-note">跟进备注（选填）</label><textarea id="fulfillment-note" name="fulfillment_note" maxlength="500" placeholder="例如：先付30%预付款，已收到第一批货">{{ o.fulfillment_note }}</textarea></div>
-      <div class="field"><label for="follow-up-reason">更正原因（回退状态时必填）</label><input id="follow-up-reason" name="reason" maxlength="500"></div>
-      <button class="btn primary">保存采购跟进</button>
-    </form>
-    {% endif %}
-    {% if may_pay %}
-    <form id="payment-form" method="post" action="{{ url_for('order_payment', oid=o.id) }}">
-      <h3>审批员登记付款</h3>
-      <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
-      <input type="hidden" name="row_version" value="{{ o.row_version }}">
-      <div class="field"><label for="payment-status">付款状态</label><select id="payment-status" name="payment_status">{% for key, label in PAYMENT_STATUS.items() %}<option value="{{ key }}" {{ 'selected' if o.payment_status == key else '' }}>{{ label }}</option>{% endfor %}</select></div>
-      <div class="field"><label for="payment-date">实际付款日期（部分付款或已付款时必填）</label><input id="payment-date" type="date" name="payment_date" value="{{ o.payment_date }}"></div>
-      <div class="field"><label for="payment-note">付款备注（选填）</label><textarea id="payment-note" name="payment_note" maxlength="500" placeholder="例如：已付首款，剩余尾款待交货后支付">{{ o.payment_note }}</textarea></div>
-      <div class="field"><label for="payment-reason">更正原因（回退状态时必填）</label><input id="payment-reason" name="reason" maxlength="500"></div>
-      <button class="btn primary">保存付款状态</button>
-    </form>
-    {% endif %}
+    {% if may_follow %}{{ form(o, 'follow-up') }}{% endif %}
+    {% if may_pay %}{{ form(o, 'payment') }}{% endif %}
   </div>
 </div>

po_app/templates/order_view.html

@@ -19,6 +19,8 @@
   <a class="btn" href="{{ url_for('orders') }}">返回列表</a>
 </div>
 
+{% if o.status == 'approved' %}{% include 'order_tracking.html' %}{% endif %}
+
 <div class="card">
   <h2>单据信息</h2>
   <p class="mobile-only muted">单据信息和物料明细可左右滑动查看。</p>
@@ -81,7 +83,7 @@
   {% if o.note %}<p class="muted">补充说明：{{ o.note }}</p>{% endif %}
 </div>
 
-{% include 'order_tracking.html' %}
+{% if o.status != 'approved' %}{% include 'order_tracking.html' %}{% endif %}
 
 <div class="card">
   <h2>审批流程</h2>

po_app/templates/orders.html

@@ -1,5 +1,6 @@
 {% extends "base.html" %}
 {% block body %}
+{% from 'tracking_macros.html' import progress, invoice, tasks, actions with context %}
 <h1 class="page">订单列表</h1>
 <div class="card">
   <form class="toolbar" method="get">
@@ -23,41 +24,26 @@
       <option value="">全部跟进情况</option>
       {% for key, label in TRACKING_FILTERS.items() %}<option value="{{ key }}" {{ 'selected' if args.get('tracking') == key else '' }}>{{ label }}</option>{% endfor %}
     </select>
+    <label class="completed-toggle"><input type="checkbox" name="show_completed" value="1" {{ 'checked' if args.get('show_completed') == '1' else '' }}> 显示全部完成订单</label>
     <button class="btn primary">查询</button>
     <span class="grow"></span>
     <a class="btn" href="{{ url_for('export_ledger') }}">导出 Excel 台账</a>
     {% if user.role in ['maker','admin'] %}<a class="btn primary" href="{{ url_for('order_new') }}">新建订单</a>{% endif %}
   </form>
-  <table class="grid">
-    <tr>
-      <th>单号</th><th>类型</th><th>供应商</th><th>采购日期</th><th class="num">金额</th>
-      <th>审批状态</th><th>付款与交货</th><th>制单</th><th>审批</th><th class="nowrap">操作</th>
+  {% if not args.get('tracking') and args.get('show_completed') != '1' %}<p class="muted">已收起付款、交货、收票均完成的订单。勾选“显示全部完成订单”可查看。</p>{% endif %}
+  <table class="grid orders-table order-cards">
+    <thead><tr><th>订单 / 供应商</th><th>审批状态</th><th class="num">金额</th><th>付款进度</th><th>交货进度</th><th>收票 / 待办</th><th>操作</th></tr></thead>
+    <tbody>{% for o in rows %}
+    <tr data-order-id="{{ o.id }}">
+      <td data-label="订单" class="order-identity"><a href="{{ url_for('order_view', oid=o.id) }}"><b>{{ o.order_no }}</b></a><div class="supplier-name">{{ o.supplier_name }}</div><div class="muted">{{ o.doc_type_text }} · {{ o.order_date }}</div><div class="muted">制单 {{ o.created_by_name }} · 审批 {{ o.approved_by or '—' }}</div>{% if o.needs_prepayment %}<span class="badge track-partial">需提前付款{{ '（待核对）' if o.fulfillment_stale else '' }}</span>{% endif %}</td>
+      <td data-label="审批"><span class="badge {{ o.status }}">{{ o.status_text }}</span></td>
+      <td data-label="订单金额" class="num">¥{{ '%.2f'|format(o.total_amount) }}</td>
+      <td data-label="付款">{{ progress(o, 'payment') }}</td>
+      <td data-label="交货">{{ progress(o, 'delivery') }}</td>
+      <td data-label="收票 / 待办">{{ invoice(o) }}{{ tasks(o) }}</td>
+      <td data-label="操作" class="order-next">{{ actions(o, user) }}<a class="tracking-detail-link" href="{{ url_for('order_pdf', oid=o.id) }}" target="_blank">下载 / 预览 PDF</a></td>
     </tr>
-    {% for o in rows %}
-    <tr>
-      <td class="nowrap">{{ o.order_no }}</td>
-      <td>{{ o.doc_type_text }}</td>
-      <td>{{ o.supplier_name }}</td>
-      <td class="nowrap">{{ o.order_date }}</td>
-      <td class="num">{{ '%.2f'|format(o.total_amount) }}</td>
-      <td><span class="badge {{ o.status }}">{{ o.status_text }}</span></td>
-      <td>
-        {% if o.needs_prepayment %}<span class="badge track-partial">需提前付款</span>{% endif %}
-        <span class="badge track-{{ o.invoice_status }}">收票：{{ o.invoice_status_text }}</span>
-        <span class="badge track-{{ o.payment_status }}">付款：{{ o.payment_status_text }}</span>
-        <span class="badge track-{{ o.delivery_status }}">交货：{{ o.delivery_status_text }}</span>
-        {% if o.fulfillment_stale or o.payment_stale %}<div class="tracking-warning">变更后待核对</div>{% endif %}
-      </td>
-      <td>{{ o.created_by_name }}</td>
-      <td>{{ o.approved_by or '-' }}</td>
-      <td class="nowrap">
-        <a class="btn sm" href="{{ url_for('order_view', oid=o.id) }}">查看</a>
-        <a class="btn sm" href="{{ url_for('order_pdf', oid=o.id) }}" target="_blank">PDF</a>
-      </td>
-    </tr>
-    {% else %}
-    <tr><td colspan="10" class="center muted">没有符合条件的订单</td></tr>
-    {% endfor %}
+    {% else %}<tr class="empty-row"><td colspan="7" class="center muted">没有符合条件的订单</td></tr>{% endfor %}</tbody>
   </table>
 </div>
 {% endblock %}

po_app/templates/tracking_editor.html

@@ -0,0 +1,6 @@
+{% extends 'base.html' %}
+{% block body %}
+<h1 class="page">{{ '登记付款' if kind == 'payment' else '登记收票 / 交货' }}</h1>
+<div class="card tracking-editor-page">{% include 'tracking_editor_fragment.html' %}</div>
+<a class="btn" href="{{ url_for('order_view', oid=o.id) }}#order-tracking">返回订单</a>
+{% endblock %}

po_app/templates/tracking_editor_fragment.html

@@ -0,0 +1,5 @@
+{% from 'tracking_macros.html' import form with context %}
+<div data-tracking-editor>
+  <p class="editor-order"><b>{{ o.order_no }}</b><br>{{ o.supplier_name }} · ¥{{ '%.2f'|format(o.total_amount) }}</p>
+  {{ form(o, kind) }}
+</div>

po_app/templates/tracking_macros.html

@@ -0,0 +1,53 @@
+{% macro progress(o, kind) -%}
+  {% set payment = kind == 'payment' %}
+  {% set state = o.payment_status if payment else o.delivery_status %}
+  {% set stale = o.payment_stale if payment else o.fulfillment_stale %}
+  {% set steps = [('unpaid', '未付款'), ('partial', '部分付款'), ('paid', '全部付款')] if payment else [('pending', '未交货'), ('partial', '部分交货'), ('delivered', '全部交货')] %}
+  <div class="order-progress {{ 'is-stale' if stale else '' }}" data-progress="{{ kind }}">
+    {% if stale %}<span class="tracking-warning">变更前记录 · 待核对</span>{% elif state == 'unknown' %}<span class="badge track-unknown">未登记</span>{% endif %}
+    <ol class="status-steps" aria-label="{{ '付款' if payment else '交货' }}状态{{ '（变更前，待核对）' if stale else '' }}">
+      {% for value, label in steps %}<li class="{{ 'current track-' ~ state if state == value else '' }}" {% if state == value %}aria-current="step"{% endif %}>{{ label }}</li>{% endfor %}
+    </ol>
+  </div>
+{%- endmacro %}
+
+{% macro invoice(o) -%}
+  <span class="badge track-{{ 'unknown' if o.fulfillment_stale else o.invoice_status }}">{{ o.invoice_status_text }}{{ '（待核对）' if o.fulfillment_stale else '' }}</span>
+{%- endmacro %}
+
+{% macro tasks(o) -%}
+  <div class="tracking-tasks">{% for key, text in tracking_tasks(o) %}<span class="task-tag task-{{ key }}">{{ text }}</span>{% endfor %}</div>
+{%- endmacro %}
+
+{% macro actions(o, user) -%}
+  <div class="tracking-actions">
+    {% if can_follow(o, user) %}<a class="btn sm" data-quick-tracking href="{{ url_for('tracking_editor', oid=o.id, kind='follow-up') }}">登记收票 / 交货</a>{% endif %}
+    {% if can_record_payment(o, user) %}<a class="btn sm primary" data-quick-tracking href="{{ url_for('tracking_editor', oid=o.id, kind='payment') }}">登记付款</a>{% endif %}
+    <a class="tracking-detail-link" href="{{ url_for('order_view', oid=o.id) }}#order-tracking">详情与记录</a>
+  </div>
+{%- endmacro %}
+
+{% macro form(o, kind) -%}
+{% set payment = kind == 'payment' %}
+<form id="{{ 'payment-form' if payment else 'follow-up-form' }}" method="post" action="{{ url_for('order_payment' if payment else 'order_follow_up', oid=o.id) }}">
+  <h3>{{ '审批员登记付款' if payment else '制单员跟进' }}</h3>
+  {% if (payment and o.payment_stale) or (not payment and o.fulfillment_stale) %}<p class="hint">订单内容已变更，请核对以下变更前记录。保存即确认本次订单的跟进情况。</p>{% endif %}
+  <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
+  <input type="hidden" name="row_version" value="{{ o.row_version }}">
+  {% if payment %}
+    <div class="field"><label for="payment-status">付款状态</label><select id="payment-status" name="payment_status">{% for key, label in PAYMENT_STATUS.items() %}<option value="{{ key }}" {{ 'selected' if o.payment_status == key else '' }}>{{ label }}</option>{% endfor %}</select></div>
+    <div class="field"><label for="payment-date">实际付款日期（部分付款或已付款时必填）</label><input id="payment-date" type="date" name="payment_date" value="{{ o.payment_date }}"></div>
+    <div class="field"><label for="payment-note">付款备注（选填）</label><textarea id="payment-note" name="payment_note" maxlength="500" placeholder="例如：已付首款，剩余尾款待交货后支付">{{ o.payment_note }}</textarea></div>
+    <div class="field"><label for="payment-reason">更正原因（回退状态时必填）</label><input id="payment-reason" name="reason" maxlength="500"></div>
+  {% else %}
+    <div class="field"><label for="needs-prepayment">付款安排</label><select id="needs-prepayment" name="needs_prepayment"><option value="0" {{ 'selected' if not o.needs_prepayment else '' }}>正常付款</option><option value="1" {{ 'selected' if o.needs_prepayment else '' }}>需提前付款</option></select></div>
+    <div class="form-grid two">
+      <div class="field"><label for="invoice-status">收票情况</label><select id="invoice-status" name="invoice_status">{% for key, label in INVOICE_STATUS.items() %}<option value="{{ key }}" {{ 'selected' if o.invoice_status == key else '' }}>{{ label }}</option>{% endfor %}</select></div>
+      <div class="field"><label for="delivery-status">交货情况</label><select id="delivery-status" name="delivery_status">{% for key, label in DELIVERY_STATUS.items() %}<option value="{{ key }}" {{ 'selected' if o.delivery_status == key else '' }}>{{ label }}</option>{% endfor %}</select></div>
+    </div>
+    <div class="field"><label for="fulfillment-note">跟进备注（选填）</label><textarea id="fulfillment-note" name="fulfillment_note" maxlength="500" placeholder="例如：首批货已到，剩余预计周五交齐">{{ o.fulfillment_note }}</textarea></div>
+    <div class="field"><label for="follow-up-reason">更正原因（回退状态时必填）</label><input id="follow-up-reason" name="reason" maxlength="500"></div>
+  {% endif %}
+  <button class="btn primary" type="submit">{{ '保存付款状态' if payment else '保存采购跟进' }}</button>
+</form>
+{%- endmacro %}

tests/test_tracking.py

@@ -56,7 +56,7 @@ def test_follow_payment_dashboard_and_archived_pdf(app, clients):
     assert not contains(clients['approver'], 'paid_undelivered', number)
     assert clients['maker'].get('/orders/%s/pdf' % oid).data == pdf
     dashboard = clients['admin'].get('/').get_data(as_text=True)
-    assert re.search(r'data-tracking="completed"[^>]*><div class="v">1</div>', dashboard)
+    assert re.search(r'data-tracking="closed"[^>]*>查看已全部完成（1）', dashboard)
     other_dashboard = clients['other'].get('/').get_data(as_text=True)
     assert number not in other_dashboard
     with app.Session() as db:
@@ -160,3 +160,63 @@ def test_admin_can_follow_and_pay_and_invalid_filter_is_rejected(app, clients):
     assert follow(app, clients, oid, actor='admin').status_code == 302
     assert pay(app, clients, oid, actor='admin').status_code == 302
     assert clients['admin'].get('/orders?tracking=invalid').status_code == 400
+
+
+def test_action_queue_keeps_old_open_orders_and_unreceived_invoices(app, clients):
+    with app.Session() as db:
+        maker = db.query(app.User).filter_by(username='maker').one()
+        for i in range(16):
+            db.add(app.Order(order_no='QUEUE-%02d' % i, created_by=maker.id,
+                             supplier_name='待办测试', status='approved', revision=1,
+                             payment_status='paid', delivery_status='delivered',
+                             invoice_status='received', fulfillment_revision=1, payment_revision=1))
+        db.flush()
+        rows = db.query(app.Order).order_by(app.Order.id).all()
+        rows[0].payment_status = 'unpaid'
+        rows[0].needs_prepayment = True
+        rows[1].invoice_status = 'pending'
+        rows[2].payment_revision = 0
+        rows[3].payment_status = 'unknown'
+        db.commit()
+    html = clients['maker'].get('/').get_data(as_text=True)
+    board = html.split('<table class="grid tracking-table order-cards">')[1].split('</table>')[0]
+    assert all('QUEUE-%02d' % i in board for i in range(4))
+    assert 'QUEUE-15' not in board
+    assert board.index('QUEUE-02') < board.index('QUEUE-00')
+    assert '跟进收票' in board and '变更前记录 · 待核对' in board
+    assert 'QUEUE-15' not in clients['maker'].get('/orders').get_data(as_text=True)
+    assert 'QUEUE-15' in clients['maker'].get('/orders?show_completed=1').get_data(as_text=True)
+    assert 'QUEUE-15' in clients['maker'].get('/orders?tracking=closed').get_data(as_text=True)
+    assert 'QUEUE-00' not in clients['other'].get('/').get_data(as_text=True)
+    assert clients['admin'].get('/?tracking=invalid').status_code == 400
+
+
+@pytest.mark.parametrize('actor,kind,status', [
+    ('maker', 'payment', 403), ('approver', 'follow-up', 403),
+    ('other', 'follow-up', 404), ('maker', 'follow-up', 200),
+    ('approver', 'payment', 200), ('admin', 'follow-up', 200),
+])
+def test_quick_editor_checks_permissions(app, clients, actor, kind, status):
+    oid = approved(app, clients)
+    for suffix in ('', '?fragment=1'):
+        assert clients[actor].get('/orders/%s/tracking/%s%s' % (oid, kind, suffix)).status_code == status
+
+
+def test_quick_payment_preserves_concurrency_archive_and_latest_actor(app, clients):
+    oid = approved(app, clients)
+    pdf = clients['maker'].get('/orders/%s/pdf' % oid).data
+    version = order(app, oid)['version']
+    values = {'row_version': str(version), 'payment_status': 'partial',
+              'payment_date': date.today().isoformat(), 'payment_note': '已付首款，尾款待交齐'}
+    response = post(clients['approver'], '/orders/%s/payment' % oid, values,
+                    headers={'X-Tracking-Modal': '1'})
+    assert response.status_code == 200 and response.json == {'ok': True}
+    stale = post(clients['approver'], '/orders/%s/payment' % oid, values,
+                 headers={'X-Tracking-Modal': '1'})
+    assert stale.status_code == 409
+    assert follow(app, clients, oid).status_code == 302
+    html = clients['maker'].get('/orders/%s/view' % oid).get_data(as_text=True)
+    assert '最近登记：' in html and '最近跟进：' in html
+    assert '已付首款，尾款待交齐' in html and '已收第一批货' in html
+    assert html.index('付款与交货跟进') < html.index('单据信息')
+    assert clients['maker'].get('/orders/%s/pdf' % oid).data == pdf

tools/browser_smoke.py

@@ -203,13 +203,14 @@ def run(executable=None):
                 approver.screenshot(path=str(RUN / (kind+'-mobile-tracking.png')))
                 assert hashlib.sha256(approver.request.get(view_url.replace('/view','/pdf')).body()).hexdigest() == archives[-1][1]
             admin.goto(base + '/')
-            for key in ('prepayment', 'invoice_due', 'partial_delivery', 'paid_undelivered'):
+            for key in ('prepayment', 'invoice_due', 'paid_undelivered'):
                 assert admin.locator('[data-tracking="'+key+'"] .v').inner_text() == '1', key
+            assert admin.locator('#board-filter option[value="partial_delivery"]').inner_text() == '部分交货（1）'
             admin.screenshot(path=str(RUN / 'tracking-dashboard.png'), full_page=True)
             admin.locator('[data-tracking="paid_undelivered"]').click()
             admin.wait_for_load_state('networkidle')
-            assert admin.locator('table.grid tr').count() == 2
-            assert 'WO' in admin.locator('table.grid tr').nth(1).inner_text()
+            assert admin.locator('.tracking-table tbody tr').count() == 1
+            assert 'WO' in admin.locator('.tracking-table tbody tr').first.inner_text()
             admin.screenshot(path=str(RUN / 'tracking-filter.png'), full_page=True)
             for width in (320, 390, 768):
                 approver.set_viewport_size({'width':width, 'height':844})

tools/tracking_browser_smoke.py

@@ -0,0 +1,140 @@
+"""Quick tracking dialogs and responsive cards, using isolated sample orders."""
+import json
+import os
+import sys
+import tempfile
+import threading
+from datetime import date, datetime
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parents[1]
+RUN = Path(tempfile.mkdtemp(prefix='tracking-ui-', dir=ROOT/'tools/out'))
+os.environ['PO_DATA_DIR'] = str(RUN)
+sys.path.insert(0, str(ROOT/'po_app'))
+from app import app, Session
+from models import ApprovalLog, Order, User
+from playwright.sync_api import sync_playwright, expect
+from waitress.server import create_server
+from werkzeug.security import generate_password_hash
+
+PASSWORD = 'Isolated-Tracking-2026'
+with Session() as db:
+    users = {}
+    for name, role in [('采购员', 'maker'), ('审批员', 'approver'), ('管理员', 'admin')]:
+        user = User(username=role, name=name, role=role, active=True,
+                    must_change_password=False, session_version=1,
+                    password_hash=generate_password_hash(PASSWORD))
+        db.add(user)
+        db.flush()
+        users[role] = user.id
+    samples = [
+        ('博远精密（测试）', 'unpaid', 'pending', 'pending', True),
+        ('华星电子（测试）', 'partial', 'delivered', 'received', False),
+        ('恒达机电（测试）', 'paid', 'partial', 'received', False),
+        ('新力材料（测试）', 'paid', 'delivered', 'received', False),
+        ('中科配件（测试）', 'unknown', 'unknown', 'unknown', False),
+        ('宏光模具（测试）', 'paid', 'delivered', 'pending', False),
+    ]
+    for i, (supplier, payment, delivery, invoice, prepay) in enumerate(samples, 1):
+        order = Order(order_no='PO20260917-%03d' % i, supplier_name=supplier,
+                      created_by=users['maker'], created_by_name='采购员',
+                      status='approved', order_date='2026-09-17', total_amount=1200*i,
+                      revision=1, approved_by='审批员', approved_at=datetime.now(),
+                      payment_status=payment, delivery_status=delivery, invoice_status=invoice,
+                      needs_prepayment=prepay, fulfillment_revision=1, payment_revision=1)
+        if i == 4:
+            order.fulfillment_revision = 0
+        db.add(order)
+    db.commit()
+
+server = create_server(app, host='127.0.0.1', port=0)
+threading.Thread(target=server.run, daemon=True).start()
+base = 'http://127.0.0.1:%s' % server.effective_port
+errors = []
+try:
+    with sync_playwright() as p:
+        browser = p.chromium.launch(channel='msedge', headless=True)
+        def login(role):
+            page = browser.new_page(viewport={'width': 1440, 'height': 1100})
+            page.on('pageerror', lambda error: errors.append(str(error)))
+            page.goto(base+'/login')
+            page.locator('[name=username]').fill(role)
+            page.locator('[name=password]').fill(PASSWORD)
+            page.get_by_role('button', name='登 录').click()
+            page.wait_for_url(base+'/')
+            return page
+        maker, approver, admin = [login(role) for role in ('maker', 'approver', 'admin')]
+        admin.screenshot(path=str(RUN/'desktop.png'), full_page=True)
+        assert maker.locator('[data-quick-tracking][href$="/payment"]').count() == 0
+        assert approver.locator('[data-quick-tracking][href$="/follow-up"]').count() == 0
+        assert admin.locator('.tracking-table tbody tr').first.get_attribute('data-order-id') == '4'
+        for width in (320, 390, 768, 1024):
+            approver.set_viewport_size({'width': width, 'height': 844})
+            for path in ('/', '/orders', '/orders/2/view'):
+                approver.goto(base+path)
+                assert approver.evaluate('document.documentElement.scrollWidth <= innerWidth'), (width, path)
+                if width <= 768 and path != '/orders/2/view':
+                    assert approver.locator('table.order-cards').evaluate('(el) => el.scrollWidth <= el.clientWidth + 1'), (width, path)
+        approver.set_viewport_size({'width': 390, 'height': 844})
+        approver.goto(base+'/')
+        approver.screenshot(path=str(RUN/'mobile.png'), full_page=True)
+        # Inline validation retains user input; a stale form cannot overwrite a newer record.
+        approver.locator('tr[data-order-id="2"] [data-quick-tracking]').click()
+        dialog = approver.locator('#tracking-dialog')
+        expect(dialog.locator('[name=payment_status]')).to_have_value('partial')
+        dialog.locator('[name=payment_status]').select_option('unpaid')
+        dialog.get_by_role('button', name='保存付款状态').click()
+        expect(dialog.locator('#tracking-dialog-error')).to_contain_text('更正原因')
+        expect(dialog.locator('[name=payment_status]')).to_have_value('unpaid')
+        dialog.locator('[name=payment_status]').select_option('paid')
+        dialog.locator('[name=payment_date]').fill(date.today().isoformat())
+        dialog.locator('[name=payment_note]').fill('款项已付清')
+        # Another authorized user changes the same order while this dialog is open.
+        admin.locator('tr[data-order-id="2"] a[href$="/payment"]').click()
+        ad = admin.locator('#tracking-dialog')
+        ad.locator('[name=payment_date]').fill(date.today().isoformat())
+        ad.locator('[name=payment_note]').fill('另一位经办人已核对首款')
+        ad.get_by_role('button', name='保存付款状态').click()
+        expect(ad).not_to_be_visible()
+        dialog.get_by_role('button', name='保存付款状态').click()
+        expect(dialog.locator('#tracking-dialog-error')).to_contain_text('已经更新')
+        expect(dialog.get_by_role('button', name='保存付款状态')).to_be_disabled()
+        dialog.locator('#tracking-reload').click()
+        expect(dialog.locator('[name=payment_note]')).to_have_value('另一位经办人已核对首款')
+        dialog.locator('[name=payment_status]').select_option('paid')
+        dialog.locator('[name=payment_note]').fill('款项已付清')
+        approver.screenshot(path=str(RUN/'payment-dialog-mobile.png'))
+        dialog.get_by_role('button', name='保存付款状态').click()
+        expect(dialog).not_to_be_visible()
+        expect(approver.locator('.tracking-table tr[data-order-id="2"]')).to_have_count(0)
+        assert approver.url == base+'/'
+        # Maker updates delivery and invoice directly from the order list.
+        maker.goto(base+'/orders?kw=001')
+        maker.locator('a[data-quick-tracking]').click()
+        md = maker.locator('#tracking-dialog')
+        md.locator('[name=invoice_status]').select_option('received')
+        md.locator('[name=delivery_status]').select_option('partial')
+        md.locator('[name=fulfillment_note]').fill('首批货已到，剩余预计周五交齐。')
+        md.get_by_role('button', name='保存采购跟进').click()
+        expect(md).not_to_be_visible()
+        assert maker.url == base+'/orders?kw=001'
+        expect(maker.locator('[data-progress=delivery] [aria-current=step]')).to_have_text('部分交货')
+        maker.goto(base+'/orders/1/view')
+        expect(maker.locator('#order-tracking')).to_contain_text('最近跟进：')
+        expect(maker.locator('#order-tracking')).to_contain_text('首批货已到，剩余预计周五交齐。')
+        maker.locator('#order-tracking').screenshot(path=str(RUN/'detail.png'))
+        # A standard page remains usable when JavaScript is unavailable.
+        fallback = browser.new_context(java_script_enabled=False)
+        fallback.add_cookies(maker.context.cookies())
+        tab = fallback.new_page()
+        tab.goto(base+'/orders/1/tracking/follow-up')
+        assert tab.locator('#follow-up-form').count() == 1
+        assert not errors, errors
+        browser.close()
+    with Session() as db:
+        assert db.get(Order, 2).payment_status == 'paid'
+        assert db.get(Order, 1).delivery_status == 'partial'
+        assert db.query(ApprovalLog).filter_by(user_name='采购员', action='更新采购跟进').count() == 1
+    print(json.dumps({'result': 'PASS', 'output': str(RUN), 'js_errors': errors}, ensure_ascii=False))
+finally:
+    server.close()