优化付款交货待办展示并支持列表快捷登记

README.md

@@ -37,9 +37,12 @@ cd ..
 
 安装开发验收依赖后，可执行 `python tools/browser_smoke.py --exe dist/博特维采购订单系统_单文件版.exe`。脚本在临时目录中复制并运行 EXE，验证页面、建单、手机尺寸审批、Excel 导入导出、带章 PDF 及重启后的归档一致性。EXE 测试不启用企业微信发送；测试数据和截图位于 `tools/out/ui-check-*`。
 
+Windows 7 SP1 服务器使用单独的 [Win7 离线打包说明](packaging/win7/README_WIN7.md)。离线打包包包含 Python 3.8.10 官方安装程序、32/64 位离线依赖、两步构建脚本和自检；请在目标服务器生成 EXE。Win7 环境不要执行上面的 Python 3.11 打包命令。
+
 ## 主要能力
 
 - 采购单和委外单，供应商/物料库、中文 XLS/XLSX 导入。
+- 供应商支持维护公司简称，PDF 下载文件名采用“单据类型_订单号_供应商简称.pdf”；未填写简称时使用供应商全名，已审批文件重新下载也适用。
 - 草稿可暂存，“保存并提交”保证当前修改一起进入审批。
 - 数量、单价四位精度；逐行四舍五入到分再合计，页面、数据库和 PDF 使用同一口径。
 - 制单与审批由不同账号完成，管理员也遵守分工；审批员一次确认即可通过或驳回。

packaging/win7/00_check_environment.cmd

@@ -0,0 +1,8 @@
+@echo off
+setlocal EnableExtensions DisableDelayedExpansion
+set "PO_KIT_ROOT=%~dp0"
+cd /d "%PO_KIT_ROOT%"
+"%SystemRoot%\System32\WindowsPowerShell\v1.0\powershell.exe" -NoLogo -NoProfile -ExecutionPolicy Bypass -File "%PO_KIT_ROOT%win7\install_env.ps1" -ProbeOnly
+set "PO_RESULT=%ERRORLEVEL%"
+pause
+exit /b %PO_RESULT%

packaging/win7/01_install_env.cmd

@@ -0,0 +1,23 @@
+@echo off
+setlocal EnableExtensions DisableDelayedExpansion
+set "PO_KIT_ROOT=%~dp0"
+cd /d "%PO_KIT_ROOT%"
+set "PYTHONUTF8=1"
+set "PYTHONIOENCODING=utf-8"
+set "PYTHONHOME="
+set "PYTHONPATH="
+"%SystemRoot%\System32\WindowsPowerShell\v1.0\powershell.exe" -NoLogo -NoProfile -ExecutionPolicy Bypass -File "%PO_KIT_ROOT%win7\install_env.ps1"
+set "PO_RESULT=%ERRORLEVEL%"
+if "%PO_RESULT%"=="3010" goto restart
+if "%PO_RESULT%"=="1641" goto restart
+if not "%PO_RESULT%"=="0" goto failed
+echo Setup passed. Run 02_build_exe.cmd next.
+goto finish
+:restart
+echo Windows requested a restart. Restart, then run 01_install_env.cmd again.
+goto finish
+:failed
+echo SETUP FAILED. Exit code: %PO_RESULT%. Keep the logs folder and the message above.
+:finish
+pause
+exit /b %PO_RESULT%

packaging/win7/02_build_exe.cmd

@@ -0,0 +1,21 @@
+@echo off
+setlocal EnableExtensions DisableDelayedExpansion
+set "PO_KIT_ROOT=%~dp0"
+cd /d "%PO_KIT_ROOT%"
+set "PYTHONUTF8=1"
+set "PYTHONIOENCODING=utf-8"
+set "PYTHONHOME="
+set "PYTHONPATH="
+if not exist "%PO_KIT_ROOT%.buildenv\Scripts\python.exe" goto missing
+"%PO_KIT_ROOT%.buildenv\Scripts\python.exe" "%PO_KIT_ROOT%win7\build.py" build
+if errorlevel 1 goto failed
+echo.
+echo EXE is in the new dated subfolder under dist. See BUILD_INFO.json.
+pause
+exit /b 0
+:missing
+echo Run 01_install_env.cmd successfully first.
+:failed
+echo BUILD FAILED. Check the messages and build log. Keep the old server unchanged.
+pause
+exit /b 1

packaging/win7/README_WIN7.md

@@ -0,0 +1,78 @@
+# Windows 7 服务器离线打包说明
+
+本包用于在你的 Windows 7 服务电脑上，从 v4 源码生成 EXE。包括 Python 3.8.10 官方完整安装程序、32 位与 64 位离线依赖、构建脚本、环境与业务自检，以及现有 16 页使用升级手册。
+
+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`。
+
+升级后新审批生成的正式 PDF 使用新排版。已审批归档的 PDF 保留原版；需要采用新版的订单，请通过系统的“变更重审”流程重新审批。使用本包重新解压、安装环境并生成 EXE 后，按下文备份和替换服务程序。
+
+## 1. 先确认系统
+
+- 在“计算机”上点右键 → “属性”，确认是 Windows 7 **Service Pack 1**，并查看系统类型是 32 位还是 64 位。脚本会自动按系统类型选择对应安装程序和依赖。
+- Python 3.8 需要 Windows 7 的 KB2533623 或替代更新（如 KB3063858）所提供的 DLL 加载支持，以及 Universal C Runtime。安装 Python 时若提示系统补丁、运行库或重启，请先按提示补齐。补丁可能需要网管从微软获取，本包不自动更改系统补丁或防火墙。
+- 建议把整个压缩包解压到较短的固定路径，例如 `C:\PO_Win7Build`。不要在压缩软件内直接运行脚本，也不要放到正在保存正式订单的目录中。
+- 本包按 Win7 兼容依赖制作，当前电脑上的验证不等同于真实 Win7 验收；在目标服务器打包和自检通过后再投入使用。Win7 与 Python 3.8 已结束官方维护，按公司局域网范围部署。
+
+## 2. 两步生成 EXE
+
+1. 双击 `01_install_env.cmd`。
+   - 优先复用已安装且位数匹配的 Python 3.8.10；没有可用环境时才用包内安装器安装到 `.python38`。不改系统 PATH。
+   - 如果复用的是旧包文件夹内的 Python，请保留该文件夹，以便后续打包；生成的 EXE 运行不依赖该 Python 环境。
+   - 从本包 `wheels/x64` 或 `wheels/x86` 离线安装到 `.buildenv`，不连接 pip 源、不临时升级依赖。
+   - 自动检查密码哈希、中文 PDF、制单审批、部分/全部付款交货、Excel 台账和 HTTP 服务。自检仅使用临时数据库，通知不开启。
+   - 看到 `SETUP COMPLETE` 后关闭窗口。失败时查看并保留 `logs/setup-时间.log`；运行过安装器时还会有 `logs/python-installer-时间.log` 及其子日志。返回码 3010 或 1641 表示需要先重启电脑。
+2. 双击 `02_build_exe.cmd`。
+   - 再次核对文件校验值、Python 与依赖版本，然后构建单文件程序。
+   - 打包期间可能数分钟没有新输出；详细日志在 `build/时间-位数/build.log`。
+   - 生成后自动在隔离目录启动一次 EXE，检查登录与初始化入口，并关闭该测试进程。
+   - 看到 `BUILD COMPLETE` 后，在 `dist/时间-位数/` 取出 **`PO_Server_Win7.exe`**。同目录还有 `BUILD_INFO.json` 和使用说明。
+
+32 位 Windows 生成 32 位 EXE，64 位 Windows 生成 64 位 EXE。每次构建写到新的日期目录，不覆盖已有程序或业务数据。请保持本包原始源码及依赖不变，才能通过校验；需要修改源码时由维护人员重新制作本包。
+
+## 3. 在服务器上使用
+
+把生成的 EXE 放入固定服务目录，例如 `D:\PO_Server`，双击运行，按窗口显示的端口访问。首次部署时在此目录的 `instance/setup.token` 查看初始化口令。原系统升级时，先停机并完整备份，再替换程序，保留原 `instance`、`uploads`、`exports`；设置过 `PO_DATA_DIR` 的继续指向原数据目录。
+
+同局域网的员工电脑和手机继续用浏览器访问服务电脑的内网 IP 与实际端口，例如 `http://192.168.1.100:8080`。建议在员工的较新电脑或手机上操作页面；服务电脑只负责运行 EXE，Win7 自带的 IE 不是本项目已验收浏览器。
+
+首次正式使用前，至少用两个不同账号完成：创建测试订单 → 提交 → 审批盖章 → 下载中文 PDF → 登记部分和全部付款/交货 → 重启程序确认数据仍在。企业微信另按手册第 10-12 页配置并在真实公司 Wi-Fi 下验证。测试完成前，不删除旧程序和原数据备份。
+
+## 4. 常见问题
+
+| 现象 | 处理 |
+| --- | --- |
+| 旧包可以安装，新包刚开始就提示 SETUP FAILED | 使用这个修复包，保留原来可用的 Python 所在文件夹。先运行 `00_check_environment.cmd` 可查看识别到的 Python 路径；这个检查不安装依赖 |
+| Python 已装好但自动没有找到 | 在包根目录新建 `python_path.txt`，仅填一行完整路径，例如 `D:\旧打包包\.python38\python.exe`，再运行第一个脚本。会检查是否为匹配位数的 Python 3.8.10，不需要复制旧的 `.buildenv` |
+| Python 安装提示需要 SP1、更新或重启 | 先检查 Windows 7 SP1、DLL 加载更新及 UCRT。完成更新并重启，再运行第一个脚本 |
+| 缺少 api-ms-win-crt、VCRUNTIME140、找不到程序入口点 | 检查系统运行库和更新；若自检提示具体 DLL，保留完整名称及错误信息。不要从陌生网站下载单个 DLL 覆盖系统目录 |
+| 文件校验失败 | 重新完整解压本包；确认杀毒软件没有隔离文件、源码和 wheels 未被修改 |
+| 路径过长、权限不足 | 重新解压到较短、可写的本地路径。不要移动已经建立的 `.buildenv`，在新目录重跑第一个脚本 |
+| 自检密码或 PDF 失败 | 保留完整错误及依赖信息，暂不部署。包内检查包括新版账号 scrypt 哈希及本机中文字体加载 |
+| 打包失败 | 查看新建的 `build/时间-位数/build.log`；不要改用普通 `requirements-build.txt`，它用于较新的 Windows/Python |
+| EXE 自检失败 | 不替换正式服务；检查错误内容、系统补丁和杀毒隔离记录 |
+| 本机可用，手机打不开 | 按手册核对实际 IP、端口、公司 Wi-Fi 和防火墙。通知配置中的地址也要同步 |
+
+## 5. 兼容依赖与维护说明
+
+本包使用主线 v4 业务源码，并包含上述 PDF 排版更新。兼容依赖完全固定，使用 Python 3.8.10、PyInstaller 5.13.2、Flask 3.0.3、Werkzeug 3.0.6、SQLAlchemy 2.0.44、ReportLab 4.2.5、Pillow 10.4.0 等。完整列表在 `win7/requirements-win7.txt`。
+
+Waitress 使用本项目的 **3.0.2+win7.1** 兼容 wheel。HTTP 服务及安全修复代码与官方 3.0.2 保持逐字节一致，仅为命令行入口的名称解析增加 Python 3.8 回退，并修改版本元数据、重算 wheel 校验记录；原许可证保留。这样保留 3.0.1/3.0.2 的修复，没有降到旧的 3.0.0。上游官方支持范围仍为 Python 3.9+，这是本项目单独测试维护的兼容组合，不代表上游承诺 Win7 支持。原始 wheel 和重打包脚本随包提供。
+
+`PACKAGE_INFO.json` 记录源代码提交与验证范围；`SHA256SUMS.json` 记录本包文件校验值。构建输出的 `BUILD_INFO.json` 记录实际操作系统、Python、位数和 EXE SHA-256。最终以你的服务器上的自检和现场流程验收为准。`00_check_environment.cmd` 只检查系统、可复用的 Python 并保存诊断日志，不安装软件或改系统设置。
+
+## 官方参考
+
+- Python 3.8.10 及官方安装程序：https://www.python.org/downloads/release/python-3810/
+- Python 3.8 Windows 系统说明：https://docs.python.org/3.8/using/windows.html
+- PyInstaller 5.13.2 的 Windows 构建与运行库说明：https://pyinstaller.org/en/v5.13.2/usage.html#windows
+- Waitress 3.0.2 变更记录：https://docs.pylonsproject.org/projects/waitress/en/stable/
+
+现有 PDF 手册描述 v4 常规 Windows 64 位版本的操作流程。**Win7 安装及打包环境以本文件为准**，无需按通用手册安装 Python 3.11 或 PyInstaller 6。

packaging/win7/build.py

@@ -0,0 +1,122 @@
+"""Offline setup and EXE build, intended to run on the Windows 7 server."""
+import argparse
+from datetime import datetime
+import hashlib
+import importlib.metadata
+import json
+import os
+from pathlib import Path
+import platform
+import shutil
+import struct
+import subprocess
+import sys
+
+ROOT = Path(__file__).resolve().parents[1]
+ARCH = 'x64' if struct.calcsize('P') == 8 else 'x86'
+
+
+def run(args, **kwargs):
+    print('>', subprocess.list2cmdline([str(x) for x in args]), flush=True)
+    subprocess.run([str(x) for x in args], check=True, **kwargs)
+
+
+def verify():
+    manifest = json.loads((ROOT/'SHA256SUMS.json').read_text(encoding='utf-8'))
+    for name, digest in manifest.items():
+        path = (ROOT/name).resolve()
+        if ROOT.resolve() not in path.parents:
+            raise RuntimeError('Invalid manifest path')
+        if hashlib.sha256(path.read_bytes()).hexdigest() != digest:
+            raise RuntimeError('File checksum mismatch: ' + name)
+    print('Package checksums verified.', flush=True)
+
+
+def check_python():
+    if os.name != 'nt' or sys.version_info[:3] != (3, 8, 10):
+        raise RuntimeError('Use the bundled official Windows Python 3.8.10 installer first.')
+    version = sys.getwindowsversion()
+    if (version.major, version.minor) < (6, 1) or ((version.major, version.minor) == (6, 1) and version.service_pack_major < 1):
+        raise RuntimeError('Windows 7 SP1 or later is required.')
+    print('Python:', sys.version.split()[0], ARCH, '| OS:', platform.platform(), flush=True)
+    if (version.major, version.minor) != (6, 1):
+        print('NOTE: This is not Windows 7. The resulting EXE must still be built/tested on Windows 7.', flush=True)
+
+
+def setup():
+    check_python()
+    verify()
+    env_dir = ROOT/'.buildenv'
+    python = env_dir/'Scripts/python.exe'
+    if not python.exists():
+        run([sys.executable, '-m', 'venv', env_dir])
+    wheels = ROOT/'wheels'/ARCH
+    options = ['--no-index', '--find-links', wheels, '--disable-pip-version-check', '--no-cache-dir']
+    run([python, '-m', 'pip', 'install'] + options + ['pip==25.0.1', 'setuptools==68.2.2', 'wheel==0.45.1'])
+    run([python, '-m', 'pip', 'install'] + options + ['-r', ROOT/'win7/requirements-win7.txt'])
+    run([python, '-m', 'pip', 'check'])
+    run([python, ROOT/'win7/selftest.py', ROOT/'po_app'])
+    print('SETUP COMPLETE. Run 02_build_exe.cmd next.', flush=True)
+
+
+def build():
+    check_python()
+    verify()
+    # Running from the dedicated environment keeps modern packages out of the build.
+    expected = (ROOT/'.buildenv/Scripts/python.exe').resolve()
+    if Path(sys.executable).resolve() != expected:
+        raise RuntimeError('Run 02_build_exe.cmd after 01_install_env.cmd.')
+    for line in (ROOT/'win7/requirements-win7.txt').read_text().splitlines():
+        if not line or line.startswith('#'):
+            continue
+        package, pinned = line.split('==')
+        if importlib.metadata.version(package) != pinned:
+            raise RuntimeError('Dependency changed; run 01_install_env.cmd again: ' + package)
+    run([sys.executable, ROOT/'win7/selftest.py', ROOT/'po_app'])
+    build_id = datetime.now().strftime('%Y%m%d-%H%M%S-%f') + '-' + ARCH
+    work = ROOT/'build'/build_id
+    output = ROOT/'dist'/build_id
+    work.mkdir(parents=True)
+    output.mkdir(parents=True)
+    env = os.environ.copy()
+    env['PYINSTALLER_CONFIG_DIR'] = str(work/'cache')
+    command = [sys.executable, '-m', 'PyInstaller', '--noconfirm', '--onefile', '--console',
+               '--noupx', '--name', 'PO_Server_Win7', '--distpath', output,
+               '--workpath', work/'temp', '--specpath', work,
+               '--paths', ROOT/'po_app',
+               '--add-data', str(ROOT/'po_app/templates') + ';templates',
+               '--add-data', str(ROOT/'po_app/static') + ';static',
+               '--hidden-import', 'sqlalchemy.dialects.sqlite',
+               '--hidden-import', 'openpyxl', '--hidden-import', 'xlrd',
+               '--collect-all', 'reportlab', ROOT/'po_app/app.py']
+    log_path = work/'build.log'
+    print('Building EXE. Build log:', log_path, flush=True)
+    with log_path.open('wb') as log:
+        subprocess.run([str(x) for x in command], cwd=ROOT, env=env,
+                       stdout=log, stderr=subprocess.STDOUT, check=True)
+    exe = output/'PO_Server_Win7.exe'
+    run([sys.executable, ROOT/'win7/probe_exe.py', exe])
+    info = {'built_on': platform.platform(), 'python': sys.version, 'architecture': ARCH,
+            'source_commit': json.loads((ROOT/'PACKAGE_INFO.json').read_text(encoding='utf-8'))['source_commit'],
+            'sha256': hashlib.sha256(exe.read_bytes()).hexdigest(),
+            'source_selftest': 'passed', 'exe_startup_probe': 'passed',
+            'built_on_windows7': sys.getwindowsversion()[:2] == (6, 1)}
+    (output/'BUILD_INFO.json').write_text(json.dumps(info, ensure_ascii=False, indent=2), encoding='utf-8')
+    shutil.copy2(ROOT/'README_WIN7.txt', output/'README_WIN7.txt')
+    for pdf in (ROOT/'manual').glob('*.pdf'):
+        shutil.copy2(pdf, output/pdf.name)
+    print('BUILD COMPLETE:', exe, flush=True)
+    print('Copy EXE to a fixed service folder. Keep the original instance/uploads/exports when upgrading.', flush=True)
+
+
+if __name__ == '__main__':
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument('command', choices=['setup', 'build', 'verify'])
+    args = parser.parse_args()
+    try:
+        {'setup': setup, 'build': build, 'verify': verify}[args.command]()
+    except Exception:
+        import traceback
+        traceback.print_exc()
+        print('FAILED. Do not replace the running server. Check the message and build log above.', flush=True)
+        sys.exit(1)

packaging/win7/create_bundle.py

@@ -0,0 +1,98 @@
+"""Assemble the offline Win7 source kit from verified downloads in a local cache."""
+import argparse
+from datetime import datetime
+import hashlib
+import json
+from pathlib import Path
+import shutil
+import subprocess
+import zipfile
+
+REPO = Path(__file__).resolve().parents[2]
+HERE = Path(__file__).resolve().parent
+
+
+def assemble(cache, output):
+    cache, output = cache.resolve(), output.resolve()
+    if REPO not in output.parents:
+        raise ValueError('Output must be within this workspace')
+    if output.exists() or output.with_suffix('.zip').exists():
+        raise ValueError('Choose a new output directory; existing packages are not overwritten')
+    # Only committed application files are shipped, never runtime directories.
+    subprocess.run(['git', 'diff', '--exit-code', 'HEAD', '--', 'po_app'], cwd=REPO, check=True,
+                   stdout=subprocess.DEVNULL)
+    commit = subprocess.check_output(['git', 'rev-parse', 'HEAD'], cwd=REPO, text=True).strip()
+    names = subprocess.check_output(['git', 'ls-files', '-z', 'po_app'], cwd=REPO).decode('utf-8').split('\0')
+    output.mkdir(parents=True)
+
+    def copy(source, relative):
+        dest = output/relative
+        dest.parent.mkdir(parents=True, exist_ok=True)
+        shutil.copy2(source, dest)
+
+    for name in names:
+        if not name:
+            continue
+        if name.endswith('.py') or name.startswith(('po_app/templates/', 'po_app/static/')):
+            copy(REPO/name, name)
+    for name in ['build.py', 'selftest.py', 'probe_exe.py', 'requirements-win7.txt', 'make_waitress_wheel.py', 'install_env.ps1']:
+        copy(HERE/name, 'win7/' + name)
+    for name in ['00_check_environment.cmd', '01_install_env.cmd', '02_build_exe.cmd']:
+        (output/name).write_bytes((HERE/name).read_text(encoding='utf-8').replace('\r\n', '\n').replace('\n', '\r\n').encode('ascii'))
+    (output/'README_WIN7.txt').write_text((HERE/'README_WIN7.md').read_text(encoding='utf-8'), encoding='utf-8-sig')
+    copy(REPO/'output/pdf/博特维采购订单系统_v4_使用与升级手册.pdf', 'manual/博特维采购订单系统_v4_使用与升级手册.pdf')
+    for sample in ('采购单_签章调整样张.pdf', '委外订单_签章调整样张.pdf'):
+        copy(REPO/'output/pdf'/sample, 'samples/' + sample)
+    for name, expected_md5 in [('python-3.8.10-amd64.exe', '62cf1a12a5276b0259e8761d4cf4fe42'),
+                               ('python-3.8.10.exe', 'b355cfc84b681ace8908ae50908e8761')]:
+        if hashlib.md5((cache/name).read_bytes()).hexdigest() != expected_md5:
+            raise ValueError('Installer differs from python.org download: ' + name)
+        copy(cache/name, 'installers/' + name)
+    pins = {}
+    for line in (HERE/'requirements-win7.txt').read_text().splitlines():
+        if line and not line.startswith('#'):
+            name, version = line.split('==')
+            pins[name.lower().replace('-', '_')] = version
+    for arch, folder in [('x64', 'wheels64'), ('x86', 'wheels32')]:
+        selected = []
+        for wheel in (cache/folder).glob('*.whl'):
+            name, version = wheel.name.split('-')[:2]
+            if pins.get(name.lower()) == version:
+                copy(wheel, 'wheels/' + arch + '/' + wheel.name)
+                selected.append(name.lower())
+        if set(selected) != set(pins) or len(selected) != len(pins):
+            raise ValueError('Incomplete wheel set: %s, missing %s' % (arch, set(pins)-set(selected)))
+    copy(cache/'waitress-3.0.2-py3-none-any.whl', 'third_party/waitress-3.0.2-py3-none-any.whl')
+    info = {'source_commit': commit, 'created_at': datetime.now().isoformat(timespec='seconds'),
+            'setup_revision': '20260917-reuse-installed-python',
+            'purpose': 'Build v4 on the target Windows 7 SP1 server',
+            'architectures': ['x86', 'x64'], 'python': '3.8.10',
+            'windows7_field_verified': False,
+            'validation_note': 'See VALIDATION.txt for local tests; target Win7 acceptance is still required.'}
+    (output/'PACKAGE_INFO.json').write_text(json.dumps(info, ensure_ascii=False, indent=2), encoding='utf-8')
+    if (cache/'VALIDATION.txt').exists():
+        copy(cache/'VALIDATION.txt', 'VALIDATION.txt')
+    hashes = {p.relative_to(output).as_posix(): hashlib.sha256(p.read_bytes()).hexdigest()
+              for p in sorted(output.rglob('*')) if p.is_file()}
+    (output/'SHA256SUMS.json').write_text(json.dumps(hashes, ensure_ascii=False, indent=2), encoding='utf-8')
+    archive = output.with_suffix('.zip')
+    with zipfile.ZipFile(archive, 'x', zipfile.ZIP_DEFLATED) as zipout:
+        for path in sorted(output.rglob('*')):
+            if path.is_file():
+                zipout.write(path, (Path(output.name)/path.relative_to(output)).as_posix())
+    with zipfile.ZipFile(archive) as zipout:
+        assert zipout.testzip() is None
+        assert all(zipout.read(output.name + '/' + name) == (output/name).read_bytes() for name in hashes)
+    digest = hashlib.sha256(archive.read_bytes()).hexdigest()
+    archive.with_suffix('.zip.sha256.txt').write_text(digest + '  ' + archive.name + '\n', encoding='ascii')
+    print(archive)
+    print('Bytes:', archive.stat().st_size, 'SHA256:', digest)
+    return archive
+
+
+if __name__ == '__main__':
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument('--cache', type=Path, default=REPO/'tools/out/win7-prep')
+    parser.add_argument('--output', type=Path, required=True)
+    args = parser.parse_args()
+    assemble(args.cache, args.output)

packaging/win7/install_env.ps1

@@ -0,0 +1,143 @@
+# Compatible with Windows PowerShell 2.0. Reuse a verified full Python install.
+param([switch]$ProbeOnly)
+
+$ErrorActionPreference = 'Stop'
+$kitRoot = Split-Path -Parent (Split-Path -Parent $MyInvocation.MyCommand.Path)
+$logDirectory = Join-Path $kitRoot 'logs'
+[void][IO.Directory]::CreateDirectory($logDirectory)
+$runId = Get-Date -Format 'yyyyMMdd-HHmmss-fff'
+$setupLog = Join-Path $logDirectory ('setup-' + $runId + '.log')
+$utf8 = New-Object System.Text.UTF8Encoding($true)
+[IO.File]::WriteAllText($setupLog, '', $utf8)
+$env:PYTHONUTF8 = '1'
+$env:PYTHONIOENCODING = 'utf-8'
+$env:PYTHONHOME = $null
+$env:PYTHONPATH = $null
+[Console]::OutputEncoding = New-Object System.Text.UTF8Encoding($false)
+$targetBits = 32
+if ($env:PROCESSOR_ARCHITECTURE -eq 'AMD64' -or $env:PROCESSOR_ARCHITEW6432 -eq 'AMD64') {
+    $targetBits = 64
+}
+
+function Write-Log([string]$message) {
+    Write-Host $message
+    [IO.File]::AppendAllText($setupLog, $message + [Environment]::NewLine, $utf8)
+}
+
+function Invoke-Logged([string]$executable, [string[]]$arguments) {
+    # PowerShell 2 treats native stderr as ErrorRecord; preserve it in the log
+    # without mistaking harmless warnings for a failed process.
+    $savedPreference = $ErrorActionPreference
+    $ErrorActionPreference = 'Continue'
+    try {
+        $global:LASTEXITCODE = $null
+        & $executable @arguments 2>&1 | ForEach-Object { Write-Log ([string]$_) }
+        $code = $global:LASTEXITCODE
+    } finally {
+        $ErrorActionPreference = $savedPreference
+    }
+    if ($null -eq $code) { return 1 }
+    return $code
+}
+
+function Test-Python([string]$candidate) {
+    if (-not (Test-Path -LiteralPath $candidate -PathType Leaf)) { return $false }
+    Write-Log ('Checking Python: ' + $candidate)
+    $probe = 'import sys, struct, venv, ensurepip, ssl, sqlite3; print(sys.version); print(sys.executable); sys.exit(0 if sys.version_info[:3] == (3,8,10) and struct.calcsize(''P'')*8 == ' + $targetBits + ' else 3)'
+    $code = Invoke-Logged $candidate @('-I', '-X', 'utf8', '-c', $probe)
+    if ($code -ne 0) { Write-Log ('Python rejected; exit code: ' + $code) }
+    return ($code -eq 0)
+}
+
+function Find-Python {
+    $manualFile = Join-Path $kitRoot 'python_path.txt'
+    if (Test-Path -LiteralPath $manualFile) {
+        $manualPath = [IO.File]::ReadAllText($manualFile).Trim().Trim('"')
+        if (Test-Python $manualPath) { return $manualPath }
+        throw 'python_path.txt must contain the full path to a working Python 3.8.10 of the required architecture.'
+    }
+    $candidates = New-Object System.Collections.ArrayList
+    [void]$candidates.Add((Join-Path $kitRoot '.python38\python.exe'))
+    # Python's official installer registers the full interpreter, even when
+    # its files live in an older source kit directory.
+    foreach ($registryRoot in @('HKCU:\Software\Python\PythonCore',
+                                'HKCU:\Software\WOW6432Node\Python\PythonCore',
+                                'HKLM:\Software\Python\PythonCore',
+                                'HKLM:\Software\WOW6432Node\Python\PythonCore')) {
+        foreach ($tag in @('3.8', '3.8-32')) {
+            $keyPath = Join-Path $registryRoot ($tag + '\InstallPath')
+            try {
+                if (Test-Path -LiteralPath $keyPath) {
+                    $key = Get-Item -LiteralPath $keyPath
+                    $executable = [string]$key.GetValue('ExecutablePath')
+                    $directory = [string]$key.GetValue('')
+                    if ($executable) { [void]$candidates.Add($executable) }
+                    if ($directory) { [void]$candidates.Add((Join-Path $directory 'python.exe')) }
+                }
+            } catch {
+                Write-Log ('Registry lookup skipped: ' + $keyPath + ' : ' + $_.Exception.Message)
+            }
+        }
+    }
+    foreach ($candidate in ($candidates | Select-Object -Unique)) {
+        if (Test-Python $candidate) { return $candidate }
+    }
+    return $null
+}
+
+try {
+    Write-Log ('Setup log: ' + $setupLog)
+    Write-Log ('Package: ' + $kitRoot)
+    Write-Log ('Windows: ' + [Environment]::OSVersion.VersionString)
+    Write-Log ('PowerShell: ' + $PSVersionTable.PSVersion.ToString())
+    Write-Log ('Required Python: 3.8.10, ' + $targetBits + '-bit')
+    $python = Find-Python
+    if ($ProbeOnly) {
+        if ($python) { Write-Log ('FOUND reusable Python: ' + $python) }
+        else { Write-Log 'No working matching Python was found. No installation was attempted.' }
+        Write-Log 'DIAGNOSTIC COMPLETE. No dependencies or system settings were changed.'
+        exit 0
+    }
+    if (-not $python) {
+        $installerName = 'python-3.8.10.exe'
+        if ($targetBits -eq 64) { $installerName = 'python-3.8.10-amd64.exe' }
+        $installer = Join-Path $kitRoot ('installers\' + $installerName)
+        if (-not (Test-Path -LiteralPath $installer)) { throw ('Installer missing: ' + $installer) }
+        $installerLog = Join-Path $logDirectory ('python-installer-' + $runId + '.log')
+        $targetDirectory = Join-Path $kitRoot '.python38'
+        Write-Log ('No reusable Python found. Starting installer: ' + $installer)
+        Write-Log ('Installer log: ' + $installerLog)
+        $installerArgs = @('/passive', '/log', ('"' + $installerLog + '"'),
+            'InstallAllUsers=0', ('TargetDir="' + $targetDirectory + '"'),
+            'Include_launcher=0', 'InstallLauncherAllUsers=0', 'PrependPath=0',
+            'Include_doc=0', 'Include_test=0', 'Include_tcltk=0', 'Shortcuts=0', 'AssociateFiles=0')
+        $process = Start-Process -FilePath $installer -ArgumentList $installerArgs -Wait -PassThru -WindowStyle Hidden
+        $installerCode = $process.ExitCode
+        Write-Log ('Python installer exit code: ' + $installerCode)
+        if ($installerCode -eq 3010 -or $installerCode -eq 1641) {
+            Write-Log 'Windows requested a restart. Restart the computer and run 01_install_env.cmd again.'
+            exit $installerCode
+        }
+        if ($installerCode -ne 0) {
+            throw ('Python installer failed with exit code ' + $installerCode + '. See ' + $installerLog)
+        }
+        # Maintenance mode may leave Python in its original registered folder.
+        $python = Find-Python
+        if (-not $python) {
+            throw 'Installer returned success but no matching Python was found. Keep logs; do not uninstall the old working environment.'
+        }
+    }
+    Write-Log ('Using existing Python: ' + $python)
+    Write-Log 'Keep this Python directory while using the build environment.'
+    $buildScript = Join-Path $kitRoot 'win7\build.py'
+    $code = Invoke-Logged $python @('-I', '-X', 'utf8', $buildScript, 'setup')
+    Write-Log ('Environment setup exit code: ' + $code)
+    if ($code -ne 0) { exit $code }
+    Write-Log 'SETUP COMPLETE. Run 02_build_exe.cmd next.'
+    exit 0
+} catch {
+    Write-Log ('FAILED: ' + $_.Exception.Message)
+    Write-Log ('Details: ' + $_.ScriptStackTrace)
+    Write-Log ('Keep the logs folder. Setup log: ' + $setupLog)
+    exit 1
+}

packaging/win7/make_waitress_wheel.py

@@ -0,0 +1,60 @@
+"""Repackage official Waitress 3.0.2 metadata for the tested Python 3.8 build.
+
+The HTTP server and security fixes are kept byte-for-byte. Only the CLI name
+resolver gets a Python 3.8 fallback. The local version identifies the adaptation.
+"""
+import base64
+import csv
+import hashlib
+import io
+from pathlib import Path
+import zipfile
+
+UPSTREAM_SHA256 = 'c56d67fd6e87c2ee598b76abdd4e96cfad1f24cacdea5078d382b1f9d7b5ed2e'
+VERSION = '3.0.2+win7.1'
+
+
+def repackage(source, destination):
+    source, destination = Path(source), Path(destination)
+    if hashlib.sha256(source.read_bytes()).hexdigest() != UPSTREAM_SHA256:
+        raise ValueError('Unexpected upstream Waitress wheel checksum')
+    old_info, new_info = 'waitress-3.0.2.dist-info', 'waitress-%s.dist-info' % VERSION
+    destination.mkdir(parents=True, exist_ok=True)
+    target = destination / ('waitress-%s-py3-none-any.whl' % VERSION)
+    records = []
+    with zipfile.ZipFile(source) as src, zipfile.ZipFile(target, 'w', zipfile.ZIP_DEFLATED) as out:
+        for name in src.namelist():
+            if name.endswith('/RECORD'):
+                continue
+            content = src.read(name)
+            new_name = name.replace(old_info, new_info)
+            if name == 'waitress/runner.py':
+                assert b'import pkgutil\n' in content and b'pkgutil.resolve_name(args[0])' in content
+                content = content.replace(b'import pkgutil\n',
+                    b'try:\n    from pkgutil import resolve_name\nexcept ImportError:\n    from pkgutil_resolve_name import resolve_name\n')
+                content = content.replace(b'pkgutil.resolve_name(args[0])', b'resolve_name(args[0])')
+            if name == old_info + '/METADATA':
+                content = content.replace(b'Version: 3.0.2\n', ('Version: %s\n' % VERSION).encode())
+                content = content.replace(b'Requires-Python: >=3.9.0\n',
+                    b'Requires-Python: >=3.8.0\nRequires-Dist: pkgutil-resolve-name==1.3.10; python_version < "3.9"\n')
+                assert b'Requires-Python: >=3.8.0\n' in content
+            out.writestr(new_name, content)
+            digest = base64.urlsafe_b64encode(hashlib.sha256(content).digest()).rstrip(b'=').decode()
+            records.append((new_name, 'sha256=' + digest, str(len(content))))
+        records.append((new_info + '/RECORD', '', ''))
+        record = io.StringIO(newline='')
+        csv.writer(record, lineterminator='\n').writerows(records)
+        out.writestr(new_info + '/RECORD', record.getvalue())
+    with zipfile.ZipFile(source) as src, zipfile.ZipFile(target) as dest:
+        assert all(src.read(name) == dest.read(name) for name in src.namelist()
+                   if name.startswith('waitress/') and name != 'waitress/runner.py')
+    return target
+
+
+if __name__ == '__main__':
+    import argparse
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument('source', type=Path)
+    parser.add_argument('destination', type=Path)
+    args = parser.parse_args()
+    print(repackage(args.source, args.destination))

packaging/win7/probe_exe.py

@@ -0,0 +1,49 @@
+"""Start the built EXE in isolation, verify setup/login, then stop its own tree."""
+import os
+from pathlib import Path
+import socket
+import subprocess
+import tempfile
+import time
+import urllib.request
+
+
+def probe(executable):
+    with tempfile.TemporaryDirectory(prefix='po-win7-exe-') as temporary:
+        directory = Path(temporary)
+        with socket.socket() as sock:
+            sock.bind(('127.0.0.1', 0))
+            port = sock.getsockname()[1]
+        env = {k: v for k, v in os.environ.items()
+               if not k.upper().startswith(('PO_', 'PYTHON', 'VIRTUAL_ENV'))}
+        env.update(PO_DATA_DIR=str(directory), PO_HOST='127.0.0.1', PO_OPEN_BROWSER='0')
+        http = urllib.request.build_opener(urllib.request.ProxyHandler({}))
+        with (directory/'server.log').open('wb') as log:
+            process = subprocess.Popen([str(Path(executable).resolve()), str(port)], env=env,
+                                       cwd=directory, stdout=log, stderr=subprocess.STDOUT,
+                                       creationflags=subprocess.CREATE_NO_WINDOW)
+            try:
+                deadline = time.monotonic() + 90
+                while time.monotonic() < deadline:
+                    if process.poll() is not None:
+                        raise RuntimeError('EXE exited: ' + (directory/'server.log').read_text(errors='replace'))
+                    try:
+                        with http.open('http://127.0.0.1:%s/login' % port, timeout=1) as response:
+                            if response.status == 200:
+                                assert (directory/'instance/setup.token').is_file()
+                                print('EXE STARTUP PASSED:', executable)
+                                return
+                    except (OSError, TimeoutError):
+                        time.sleep(0.25)
+                raise RuntimeError('EXE did not start within 90 seconds')
+            finally:
+                if process.poll() is None:
+                    subprocess.run(['taskkill', '/PID', str(process.pid), '/T', '/F'],
+                                   check=True, stdout=subprocess.PIPE, stderr=subprocess.PIPE,
+                                   creationflags=subprocess.CREATE_NO_WINDOW)
+                    process.wait(timeout=20)
+
+
+if __name__ == '__main__':
+    import sys
+    probe(sys.argv[1])

packaging/win7/requirements-win7.txt

@@ -0,0 +1,32 @@
+# Windows 7 compatibility environment: CPython 3.8.10 only.
+# The local Waitress wheel adapts only the CLI resolver; see README.
+Flask==3.0.3
+Werkzeug==3.0.6
+Jinja2==3.1.6
+MarkupSafe==2.1.5
+click==8.1.8
+itsdangerous==2.2.0
+blinker==1.8.2
+colorama==0.4.6
+SQLAlchemy==2.0.44
+greenlet==3.1.1
+typing_extensions==4.13.2
+reportlab==4.2.5
+pillow==10.4.0
+chardet==5.2.0
+openpyxl==3.1.5
+et-xmlfile==2.0.0
+xlrd==2.0.2
+waitress==3.0.2+win7.1
+pkgutil-resolve-name==1.3.10
+importlib-metadata==8.5.0
+zipp==3.20.2
+PyInstaller==5.13.2
+pyinstaller-hooks-contrib==2023.8
+pefile==2023.2.7
+pywin32-ctypes==0.2.3
+altgraph==0.17.4
+setuptools==68.2.2
+wheel==0.45.1
+pip==25.0.1
+packaging==24.2

packaging/win7/selftest.py

@@ -0,0 +1,120 @@
+"""Exercise the real application with isolated data; never send notifications."""
+import argparse
+from datetime import date
+import io
+import os
+from pathlib import Path
+import re
+import secrets
+import sys
+import tempfile
+import threading
+import urllib.request
+
+
+def run(source, artifacts=None):
+    import openpyxl
+    from PIL import Image
+    from waitress import create_server
+    from werkzeug.security import generate_password_hash, check_password_hash
+
+    password = 'Win7-Test-' + secrets.token_hex(10)
+    hashed = generate_password_hash(password)
+    assert check_password_hash(hashed, password), 'Password hashing failed'
+    # Also test the scrypt parameters generated by newer Windows deployments.
+    assert check_password_hash(generate_password_hash(password, method='scrypt:32768:8:1'), password)
+    Image.new('RGB', (3, 3)).save(io.BytesIO(), format='PNG')
+
+    with tempfile.TemporaryDirectory(prefix='po-win7-check-') as temporary:
+        os.environ['PO_DATA_DIR'] = temporary
+        os.environ.pop('PO_SECRET_KEY', None)
+        os.environ.pop('PO_HTTPS', None)
+        sys.path.insert(0, str(source.resolve()))
+        import app as module
+        from models import User
+        module.app.config['TESTING'] = True
+        assert (Path(temporary)/'instance/setup.token').is_file()
+        with module.Session() as session:
+            for name, role in [('maker', 'maker'), ('admin', 'admin')]:
+                session.add(User(username=name, name=name, role=role, active=True,
+                                 must_change_password=False, session_version=1, password_hash=hashed))
+            session.commit()
+
+        def post(client, path, data):
+            client.get('/login')
+            with client.session_transaction() as session:
+                token = session['csrf_token']
+            return client.post(path, data=dict(data, csrf_token=token))
+
+        clients = {}
+        for name in ('maker', 'admin'):
+            client = module.app.test_client()
+            assert post(client, '/login', {'username': name, 'password': password}).status_code == 302
+            clients[name] = client
+
+        def version(oid):
+            with module.Session() as session:
+                return session.get(module.Order, oid).row_version
+
+        def action(actor, oid, endpoint, **fields):
+            fields['row_version'] = str(version(oid))
+            return post(clients[actor], '/orders/%d/%s' % (oid, endpoint), fields)
+
+        try:
+            for kind in ('purchase', 'outsourcing'):
+                response = post(clients['maker'], '/orders/new',
+                                {'doc_type': kind, 'request_key': secrets.token_hex(16)})
+                assert response.status_code == 302
+                oid = int(re.search(r'/orders/(\d+)', response.location).group(1))
+                response = action('maker', oid, 'edit', supplier_name='Win7 test supplier',
+                                  our_company='苏州博特维智能科技有限公司', payment_terms='月结',
+                                  delivery_place='苏州', order_date=date.today().isoformat(),
+                                  item_code='TEST-001', item_spec='测试物料', item_unit='件',
+                                  item_qty='2', item_price='12.3456', item_date=date.today().isoformat(),
+                                  item_remark='', intent='submit')
+                assert response.status_code == 302, response.get_data(as_text=True)
+                assert action('maker', oid, 'approve', stamped='1').status_code == 403
+                assert action('admin', oid, 'approve', stamped='1').status_code == 302
+                pdf = clients['maker'].get('/orders/%d/pdf' % oid).data
+                assert pdf.startswith(b'%PDF-') and b'%%EOF' in pdf
+                if artifacts:
+                    artifacts.mkdir(parents=True, exist_ok=True)
+                    (artifacts/(kind + '.pdf')).write_bytes(pdf)
+                for payment, delivery in [('partial', 'partial'), ('paid', 'delivered')]:
+                    assert action('maker', oid, 'follow-up', needs_prepayment='1',
+                                  invoice_status='received', delivery_status=delivery,
+                                  fulfillment_note='离线环境自检', reason='').status_code == 302
+                    assert action('admin', oid, 'payment', payment_status=payment,
+                                  payment_date=date.today().isoformat(), payment_note='', reason='').status_code == 302
+                assert clients['maker'].get('/orders/%d/pdf' % oid).data == pdf
+                print('PASS:', kind, 'login, submit, approval, PDF, partial/full follow-up, archive')
+            workbook = openpyxl.load_workbook(io.BytesIO(clients['admin'].get('/export/ledger').data))
+            assert workbook.active.max_row == 3
+            workbook.close()
+            assert clients['admin'].get('/orders?tracking=completed').status_code == 200
+            assert clients['admin'].get('/settings/notifications').status_code == 200
+            # Test a real HTTP socket using the exact Waitress compatibility wheel.
+            server = create_server(module.app, host='127.0.0.1', port=0, threads=2)
+            thread = threading.Thread(target=server.run, daemon=True)
+            thread.start()
+            try:
+                http = urllib.request.build_opener(urllib.request.ProxyHandler({}))
+                with http.open('http://127.0.0.1:%s/login' % server.effective_port, timeout=10) as response:
+                    assert response.status == 200
+                    response.read()
+            finally:
+                server.task_dispatcher.shutdown()
+                server.close()
+                thread.join(timeout=10)
+            print('PASS: Excel, dashboard, notification settings, Waitress HTTP')
+        finally:
+            module.engine.dispose()
+    print('SELFTEST PASSED. Only temporary data was used. No group messages sent.')
+
+
+if __name__ == '__main__':
+    parser = argparse.ArgumentParser(description=__doc__)
+    parser.add_argument('source', type=Path)
+    parser.add_argument('--artifacts', type=Path)
+    args = parser.parse_args()
+    run(args.source, args.artifacts)

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)
@@ -147,6 +155,11 @@ def suppliers():
             setattr(s, f, request.form.get(f, "").strip())
         if not s.name:
             raise ValueError('供应商名称必填')
+        if 'short_name' in request.form:
+            short_name = request.form['short_name'].strip()
+            if len(short_name) > 60:
+                raise ValueError('供应商简称不能超过60个字符')
+            s.short_name = short_name
         if not sid:
             db.add(s)
         db.commit()
@@ -208,12 +221,16 @@ def supplier_import_excel():
         if not any(r):
             continue
         (code, name, contact, phone, payment_terms, tax_no,
-         bank_name, bank_account) = (list(r) + [""] * 8)[:8]
+         bank_name, bank_account, short_name) = (list(r) + [None] * 9)[:9]
         code, name = s(code), s(name)
         if not name:
             failed += 1
             errs.append(u"第%d行：供应商名称为空" % i)
             continue
+        if short_name is not None and len(s(short_name)) > 60:
+            failed += 1
+            errs.append(u"第%d行：供应商简称不能超过60个字符" % i)
+            continue
         obj = db.query(Supplier).filter_by(code=code).first() if code else None
         if not obj:
             obj = db.query(Supplier).filter_by(name=name).first()
@@ -229,13 +246,15 @@ def supplier_import_excel():
             obj.tax_no = s(tax_no)
             obj.bank_name = s(bank_name)
             obj.bank_account = s(bank_account)
+            if short_name is not None:
+                obj.short_name = s(short_name)
             obj.active = True
             updated += 1
         else:
             db.add(Supplier(code=code, name=name, contact=s(contact),
                             phone=s(phone), payment_terms=s(payment_terms),
                             tax_no=s(tax_no), bank_name=s(bank_name),
-                            bank_account=s(bank_account), active=True))
+                            bank_account=s(bank_account), short_name=s(short_name), active=True))
             added += 1
     db.commit()
     msg = u"导入完成：新增 %d，更新 %d，跳过 %d，失败 %d" % (added, updated, skipped, failed)
@@ -254,11 +273,11 @@ def supplier_import_template():
     wb = openpyxl.Workbook()
     ws = wb.active
     ws.append([u"编号", u"名称", u"联系人", u"电话", u"付款方式", u"税号",
-               u"开户银行", u"银行帐号"])
+               u"开户银行", u"银行帐号", u"公司简称"])
     ws.append(["S003", u"苏州精锐五金制品有限公司", u"周经理", "13800000001",
                u"月结30天", "91320500MA1XXXXXXX", u"中国银行苏州工业园区支行",
-               "4562 1088 0012 3456"])
-    for col, w in zip("ABCDEFGH", (10, 30, 12, 16, 14, 22, 26, 24)):
+               "4562 1088 0012 3456", u"精锐五金"])
+    for col, w in zip("ABCDEFGHI", (10, 30, 12, 16, 14, 22, 26, 24, 18)):
         ws.column_dimensions[col].width = w
     buf = io.BytesIO()
     wb.save(buf)
@@ -406,7 +425,7 @@ def api_materials():
 @login_required
 def api_suppliers():
     rows = db.query(Supplier).filter_by(active=True).all()
-    return jsonify([{"id": s.id, "name": s.name, "contact": s.contact,
+    return jsonify([{"id": s.id, "name": s.name, "short_name": s.short_name, "contact": s.contact,
                      "phone": s.phone, "tax_no": s.tax_no, "bank_name": s.bank_name,
                      "bank_account": s.bank_account,
                      "payment_terms": s.payment_terms} for s in rows])

po_app/excel_io.py

@@ -66,7 +66,7 @@ def read_rows(path):
     return out
 
 
-def read_table(path, keys, order):
+def read_table(path, keys, order, missing=""):
     """通用表格读取：按关键词映射表头，返回按 order 排列的二维列表。
 
     与 read_rows() 的区别是表头判定更宽松（命中任意关键词即可），
@@ -110,7 +110,7 @@ def read_table(path, keys, order):
         vals = []
         for k in order:
             i = mapping.get(k)
-            vals.append(row[i] if (i is not None and i < len(row)) else "")
+            vals.append(row[i] if (i is not None and i < len(row)) else missing)
         out.append(vals)
     return out
 
@@ -124,6 +124,7 @@ MATERIAL_KEYS = {
 MATERIAL_ORDER = ["code", "spec", "unit", "price"]
 
 SUPPLIER_KEYS = {
+    "short_name": [u"简称", u"别名"],
     "code": [u"编号", u"供应商编号", u"代码"],
     "name": [u"名称", u"供应商名称", u"公司"],
     "contact": [u"联系人"],
@@ -134,7 +135,7 @@ SUPPLIER_KEYS = {
     "bank_account": [u"银行帐号", u"银行账号", u"帐号", u"账号"],
 }
 SUPPLIER_ORDER = ["code", "name", "contact", "phone", "payment_terms",
-                  "tax_no", "bank_name", "bank_account"]
+                  "tax_no", "bank_name", "bank_account", "short_name"]
 
 
 def read_material_rows(path):
@@ -143,5 +144,5 @@ def read_material_rows(path):
 
 
 def read_supplier_rows(path):
-    """读取供应商表，返回 [编号,名称,联系人,电话,付款方式,税号,开户银行,银行帐号]。"""
-    return read_table(path, SUPPLIER_KEYS, SUPPLIER_ORDER)
+    """简称追加在末列；旧表缺少该列时以 None 表示，更新时保留已有简称。"""
+    return read_table(path, SUPPLIER_KEYS, SUPPLIER_ORDER, missing=None)

po_app/migrations.py

@@ -14,7 +14,7 @@ def upgrade_database(path):
         if 'orders' not in tables:
             return
         version = con.execute('PRAGMA user_version').fetchone()[0]
-        if version >= 4:
+        if version >= 5:
             return
         duplicates = con.execute('SELECT order_no, COUNT(*) FROM orders GROUP BY order_no HAVING COUNT(*) > 1').fetchall()
         if duplicates:
@@ -28,8 +28,13 @@ def upgrade_database(path):
                 upgrade_fixed_amounts(con)
             if version < 3:
                 merge_approval(con, tables)
-            add_tracking(con)
-            con.execute('PRAGMA user_version=4')
+            if version < 4:
+                add_tracking(con)
+            if 'suppliers' in tables:
+                columns = {row[1] for row in con.execute('PRAGMA table_info(suppliers)')}
+                if 'short_name' not in columns:
+                    con.execute("ALTER TABLE suppliers ADD COLUMN short_name VARCHAR(60) NOT NULL DEFAULT ''")
+            con.execute('PRAGMA user_version=5')
             con.commit()
         except Exception:
             con.rollback()

po_app/models.py

@@ -81,6 +81,7 @@ class Supplier(Base):
     id = Column(Integer, primary_key=True)
     code = Column(String(50))
     name = Column(String(200), nullable=False)
+    short_name = Column(String(60), nullable=False, default='')
     contact = Column(String(50))
     phone = Column(String(50))
     tax_no = Column(String(80))
@@ -277,5 +278,5 @@ def init_db(db_path):
     Base.metadata.create_all(engine)
     if not existed:
         with engine.connect() as con:
-            con.exec_driver_sql('PRAGMA user_version=4')
+            con.exec_driver_sql('PRAGMA user_version=5')
     return engine, sessionmaker(bind=engine)

po_app/order_routes.py

@@ -1,6 +1,8 @@
 import hashlib
 import io
 import json
+import re
+import unicodedata
 from datetime import datetime
 
 from flask import abort, flash, redirect, render_template, request, send_file, url_for
@@ -13,7 +15,7 @@ from order_logic import (ORDER_FIELDS, ITEM_FIELDS, add_log, can_edit, can_appro
                          can_reject, clear_approval, creation_request, get_order, make_item,
                          next_order_no, recalc, remember_creation, save_form, snapshot, submit,
                          validate_order)
-from pdf_export import build_pdf, seal_layout
+from pdf_export import PDF_TEMPLATE_VERSION, build_pdf, seal_layout
 from order_tracking import can_follow, can_record_payment
 from security import current_user, db, login_required, role_required
 
@@ -24,6 +26,32 @@ def pdf_bytes(order):
     return buf.getvalue()
 
 
+def pdf_download_name(order):
+    # Use current master-data aliases without regenerating an approved PDF.
+    company = (order.supplier_name or '').strip()
+    matches = db.query(Supplier.short_name, Supplier.tax_no).filter(Supplier.name == company).all()
+    tax_no = (order.supplier_tax_no or '').strip()
+    if tax_no:
+        same_tax = [row for row in matches if (row.tax_no or '').strip() == tax_no]
+        if same_tax:
+            matches = same_tax
+    aliases = {(row.short_name or '').strip() or company for row in matches}
+    # Ambiguous duplicate names fall back to the company recorded on the order.
+    supplier = next(iter(aliases)) if len(aliases) == 1 else company
+
+    def part(value, fallback, limit):
+        value = ''.join(c for c in str(value or '') if not unicodedata.category(c).startswith('C'))
+        value = re.sub(r'[<>:"/\\|?*]', '_', value)
+        value = re.sub(r'\s+', ' ', value).strip(' .')
+        # Windows counts UTF-16 units; retain Chinese and bound the full filename.
+        value = value.encode('utf-16-le')[:limit * 2].decode('utf-16-le', errors='ignore').rstrip(' .')
+        return value or fallback
+
+    return '%s_%s_%s.pdf' % (part(order.doc_type_text, '订单', 32),
+                              part(order.order_no, '未编号', 64),
+                              part(supplier, '未填写供应商', 80))
+
+
 def register_order_routes(app):
     @app.route('/orders/new', methods=['GET', 'POST'])
     @login_required
@@ -131,7 +159,8 @@ def register_order_routes(app):
         version = db.query(OrderVersion).filter_by(order_id=oid, revision=order.revision).one()
         version.pdf_data = pdf_bytes(order)
         version.pdf_sha256 = hashlib.sha256(version.pdf_data).hexdigest()
-        version.template_version = 'po-v3-legacy-current' if version.template_version == 'legacy-current' else 'po-v3'
+        version.template_version = (PDF_TEMPLATE_VERSION + '-legacy-current'
+                                    if version.template_version == 'legacy-current' else PDF_TEMPLATE_VERSION)
         add_log(order, '审批通过并归档正式 PDF', user, request.form.get('comment'), old)
         db.commit()
         flash('审批通过，正式 PDF 已归档', 'ok')
@@ -253,7 +282,7 @@ def register_order_routes(app):
         else:
             data = pdf_bytes(order)
         response = send_file(io.BytesIO(data), mimetype='application/pdf', as_attachment=request.args.get('dl') == '1',
-                             download_name='%s %s.pdf' % (order.doc_type_text, order.order_no))
+                             download_name=pdf_download_name(order))
         response.headers['Cache-Control'] = 'private, no-store'
         return response
 

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/pdf_export.py

@@ -60,6 +60,8 @@ STATUS_WATERMARK = {
 
 SEAL_COLOR = colors.HexColor("#C8102E")
 SEAL_NUMBER = "3205070994140"
+PDF_TEMPLATE_VERSION = "po-v5"
+PDF_SEAL_SIZE = 32 * 1.3 * mm
 
 
 def _seal_arc(text, radius, start, span, font, size, bottom=False,
@@ -112,7 +114,7 @@ def seal_layout(company, seal_number=SEAL_NUMBER):
 class SealFlowable(Flowable):
     """公司名和印章号码环绕一圈的采购章，不含个人及日期。"""
 
-    def __init__(self, company, title, seal_number=SEAL_NUMBER, size=32 * mm):
+    def __init__(self, company, title, seal_number=SEAL_NUMBER, size=PDF_SEAL_SIZE):
         Flowable.__init__(self)
         self.layout = seal_layout(company, seal_number)
         self.title = title or u"采购专用章"
@@ -153,6 +155,38 @@ class SealFlowable(Flowable):
         c.restoreState()
 
 
+class ConfirmationFlowable(Flowable):
+    """Keep each party's label and signing space in the same fixed-size cell."""
+
+    def __init__(self, party, width, seal=None):
+        Flowable.__init__(self)
+        self.label = u"%s确认（盖章）：" % party
+        self.width = width
+        self.height = PDF_SEAL_SIZE + 4 * mm
+        self.seal = seal
+
+    def draw(self):
+        c = self.canv
+        c.saveState()
+        font_size = 9.5
+        center_y = self.height / 2
+        baseline = center_y - font_size * 0.35
+        c.setFont(FONT_BODY, font_size)
+        c.setFillColor(colors.black)
+        c.drawString(0, baseline, self.label)
+        signing_start = pdfmetrics.stringWidth(self.label, FONT_BODY, font_size) + 2 * mm
+        signing_end = self.width - 1 * mm
+        if self.seal:
+            # Center the seal in the buyer's signing space, next to its label.
+            self.seal.drawOn(c, (signing_start + signing_end - self.seal.width) / 2,
+                             center_y - self.seal.height / 2)
+        else:
+            c.setStrokeColor(colors.HexColor("#888888"))
+            c.setLineWidth(0.4)
+            c.line(signing_start, baseline - 1.5, signing_end, baseline - 1.5)
+        c.restoreState()
+
+
 def _find_font(candidates):
     for d in FONT_DIRS:
         for name in candidates:
@@ -244,7 +278,7 @@ def build_pdf(order, items, out_path, watermark=None):
     styles = {
         "title": ParagraphStyle("title", fontName=FONT_BOLD, fontSize=17, leading=22,
                                 alignment=TA_CENTER),
-        "company": ParagraphStyle("company", fontName=FONT_BOLD, fontSize=12.5, leading=17,
+        "company": ParagraphStyle("company", fontName=FONT_BOLD, fontSize=20, leading=26,
                                   alignment=TA_CENTER),
         "cell": ParagraphStyle("cell", fontName=FONT_BODY, fontSize=8.6, leading=11.5,
                                alignment=TA_LEFT),
@@ -379,29 +413,24 @@ def build_pdf(order, items, out_path, watermark=None):
         sign_line = u"制单：%s\n审批：%s" % (
             stamp(order.created_by_name, order.created_at),
             stamp(order.approved_by, order.approved_at))
-        confirm_line = (u"供方确认（盖章）：__________________        "
-                        u"需方确认（盖章）：__________________")
         # One final approval produces one procurement seal. Historical archived
         # PDFs are served unchanged by order_pdf and never regenerated here.
-        if order.approved_by:
-            seal_cell = SealFlowable(order.our_company or COMPANY_NAME, u"采购专用章")
-            sign_tbl = Table(
-                [[P(sign_line, styles["sign"]), seal_cell],
-                 [P(confirm_line, styles["sign"]), P("", styles["sign"])]],
-                colWidths=[128 * mm, 58 * mm])
-            sign_tbl.setStyle(TableStyle([
-                ("VALIGN", (0, 0), (0, -1), "TOP"),
-                ("VALIGN", (1, 0), (1, -1), "CENTER"),
-                ("LEFTPADDING", (0, 0), (-1, -1), 0),
-                ("RIGHTPADDING", (0, 0), (-1, -1), 0),
-                ("TOPPADDING", (0, 0), (-1, -1), 0),
-                ("BOTTOMPADDING", (0, 0), (-1, -1), 0),
-            ]))
-            story.append(KeepTogether(sign_tbl))
-        else:
-            story.append(P(sign_line, styles["sign"]))
-            story.append(Spacer(1, 3 * mm))
-            story.append(P(confirm_line, styles["sign"]))
+        seal = (SealFlowable(order.our_company or COMPANY_NAME, u"采购专用章")
+                if order.approved_by else None)
+        party_width = 83 * mm
+        confirmations = Table(
+            [[ConfirmationFlowable(u"供方", party_width), "",
+              ConfirmationFlowable(u"需方", party_width, seal)]],
+            colWidths=[party_width, 20 * mm, party_width])
+        confirmations.setStyle(TableStyle([
+            ("VALIGN", (0, 0), (-1, -1), "MIDDLE"),
+            ("LEFTPADDING", (0, 0), (-1, -1), 0),
+            ("RIGHTPADDING", (0, 0), (-1, -1), 0),
+            ("TOPPADDING", (0, 0), (-1, -1), 0),
+            ("BOTTOMPADDING", (0, 0), (-1, -1), 0),
+        ]))
+        story.append(KeepTogether([P(sign_line, styles["sign"]),
+                                   Spacer(1, 3 * mm), confirmations]))
         return story
 
     doc.build(make_story())

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/suppliers.html

@@ -8,6 +8,7 @@
     <div class="form-grid">
       <div><label>编号</label><input type="text" name="code" placeholder="S003"></div>
       <div><label>名称 *</label><input type="text" name="name" required></div>
+      <div><label>公司简称（用于 PDF 文件名）</label><input type="text" name="short_name" maxlength="60" placeholder="如：精锐五金；留空使用全名"></div>
       <div><label>联系人</label><input type="text" name="contact"></div>
       <div><label>电话</label><input type="text" name="phone"></div>
       <div><label>付款方式</label><input type="text" name="payment_terms" placeholder="月结30天"></div>
@@ -28,13 +29,14 @@
     <tr><th>编号</th><th>名称</th><th>联系人</th><th>电话</th><th>付款方式</th><th>税号</th><th>开户银行</th><th>银行帐号</th><th>操作</th></tr>
     {% for s in rows %}
     <tr class="{% if not s.active %}row-off{% endif %}">
-      <td>{{ s.code }}</td><td>{{ s.name }}</td><td>{{ s.contact }}</td><td>{{ s.phone }}</td>
+      <td>{{ s.code }}</td><td>{{ s.name }}{% if s.short_name %}<div class="hint">简称：{{ s.short_name }}</div>{% endif %}</td><td>{{ s.contact }}</td><td>{{ s.phone }}</td>
       <td>{{ s.payment_terms }}</td><td>{{ s.tax_no }}</td><td>{{ s.bank_name }}</td>
       <td>{{ s.bank_account }}</td>
       <td class="nowrap">
         <button type="button" class="btn sm" onclick="openEdit(this)"
                 data-id="{{ s.id }}" data-code="{{ s.code or '' }}"
                 data-name="{{ s.name or '' }}" data-contact="{{ s.contact or '' }}"
+                data-short_name="{{ s.short_name or '' }}"
                 data-phone="{{ s.phone or '' }}"
                 data-payment_terms="{{ s.payment_terms or '' }}"
                 data-tax_no="{{ s.tax_no or '' }}"
@@ -69,7 +71,7 @@
     <form method="post" action="{{ url_for('supplier_import_excel') }}" enctype="multipart/form-data">
 <input type="hidden" name="csrf_token" value="{{ csrf_token() }}">
       <div class="modal-body">
-        <div class="hint">先下载模板按格式填好再导入。<b>名称</b>必填；已存在的按下方方式处理（优先按编号匹配，无编号则按名称）。</div>
+        <div class="hint">先下载模板按格式填好再导入。<b>名称</b>必填；已存在的按下方方式处理（优先按编号匹配，无编号则按名称）。公司简称用于 PDF 文件名；旧表没有简称列时保留原简称，简称列留空则清除原简称。</div>
         <div class="field">
           <label>1. 下载模板</label>
           <a href="{{ url_for('supplier_import_template') }}">供应商导入模板.xlsx</a>
@@ -107,6 +109,7 @@
         <div class="form-grid two">
           <div><label>编号</label><input type="text" name="code" id="edit_code"></div>
           <div><label>名称 *</label><input type="text" name="name" id="edit_name" required></div>
+          <div><label>公司简称（用于 PDF 文件名）</label><input type="text" name="short_name" id="edit_short_name" maxlength="60" placeholder="留空使用全名"></div>
           <div><label>联系人</label><input type="text" name="contact" id="edit_contact"></div>
           <div><label>电话</label><input type="text" name="phone" id="edit_phone"></div>
           <div><label>付款方式</label><input type="text" name="payment_terms" id="edit_payment_terms"></div>
@@ -126,7 +129,7 @@
 <script>
 function openEdit(btn){
   const d = btn.dataset;
-  ['id','code','name','contact','phone','payment_terms','tax_no','bank_name','bank_account']
+  ['id','code','name','short_name','contact','phone','payment_terms','tax_no','bank_name','bank_account']
     .forEach(k => {
       const el = document.getElementById('edit_' + k);
       if (el) el.value = d[k] || '';

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_migration.py

@@ -7,6 +7,44 @@ import pytest
 SCHEMA = Path(__file__).parent / 'fixtures' / 'legacy_schema.sql'
 
 
+def test_v4_supplier_alias_upgrade_preserves_orders_and_creates_one_backup(tmp_path):
+    from models import Order, OrderVersion, Supplier, init_db
+    path = tmp_path / 'po.db'
+    engine, factory = init_db(str(path))
+    archived = b'%PDF-1.4 immutable before alias update'
+    with factory() as db:
+        db.add(Supplier(name='旧供应商', code='S01', contact='原联系人'))
+        db.add(Order(id=1, order_no='V4-ORDER', status='approved', revision=2,
+                     payment_status='partial', invoice_status='received', delivery_status='delivered'))
+        db.flush()
+        db.add(OrderVersion(order_id=1, revision=2, content_json='{}', pdf_data=archived,
+                            pdf_sha256='existing-digest', template_version='po-v4'))
+        db.commit()
+    engine.dispose()
+    with sqlite3.connect(path) as con:
+        con.execute('ALTER TABLE suppliers DROP COLUMN short_name')
+        con.execute('PRAGMA user_version=4')
+        old_orders = con.execute('SELECT * FROM orders').fetchall()
+        old_archives = con.execute('SELECT * FROM order_versions').fetchall()
+    engine, factory = init_db(str(path))
+    with factory() as db:
+        supplier = db.query(Supplier).one()
+        assert (supplier.name, supplier.code, supplier.contact, supplier.short_name) == ('旧供应商', 'S01', '原联系人', '')
+    engine.dispose()
+    with sqlite3.connect(path) as con:
+        assert con.execute('PRAGMA user_version').fetchone()[0] == 5
+        assert con.execute('SELECT * FROM orders').fetchall() == old_orders
+        assert con.execute('SELECT * FROM order_versions').fetchall() == old_archives
+    backups = list(tmp_path.glob('*.bak'))
+    assert len(backups) == 1
+    with sqlite3.connect(backups[0]) as con:
+        assert con.execute('PRAGMA user_version').fetchone()[0] == 4
+        assert 'short_name' not in {row[1] for row in con.execute('PRAGMA table_info(suppliers)')}
+    engine, _ = init_db(str(path))
+    engine.dispose()
+    assert len(list(tmp_path.glob('*.bak'))) == 1
+
+
 def test_v3_tracking_upgrade_preserves_existing_state_and_archives(tmp_path):
     import hashlib
     from models import Order, OrderVersion, User, init_db
@@ -48,7 +86,7 @@ def test_v3_tracking_upgrade_preserves_existing_state_and_archives(tmp_path):
         assert con.execute('PRAGMA user_version').fetchone()[0] == 3
         assert 'payment_status' not in {row[1] for row in con.execute('PRAGMA table_info(orders)')}
     with sqlite3.connect(path) as con:
-        assert con.execute('PRAGMA user_version').fetchone()[0] == 4
+        assert con.execute('PRAGMA user_version').fetchone()[0] == 5
         assert con.execute('PRAGMA integrity_check').fetchone()[0] == 'ok'
     engine, _ = init_db(str(path))
     engine.dispose()

tests/test_pdf_filenames.py

@@ -0,0 +1,98 @@
+import io
+import re
+
+import openpyxl
+import pytest
+from werkzeug.http import parse_options_header
+
+from conftest import post
+from test_workflow import action, new, order, save
+
+
+def download_name(response):
+    return parse_options_header(response.headers['Content-Disposition'])[1]['filename']
+
+
+@pytest.mark.parametrize('kind,title', [('purchase', '采购单'), ('outsourcing', '委外生产订单')])
+def test_supplier_alias_updates_filename_without_changing_archive(app, clients, kind, title):
+    company = '苏州精锐五金制品有限公司'
+    assert post(clients['maker'], '/suppliers', {'name': company, 'short_name': '精锐五金'}).status_code == 302
+    with app.Session() as db:
+        sid = db.query(app.Supplier).one().id
+    oid = new(app, clients['maker'], kind)
+    assert save(app, clients['maker'], oid, supplier_name=company, intent='submit').status_code == 302
+    assert action(app, clients['approver'], oid, 'approve', stamped='1').status_code == 302
+    with app.Session() as db:
+        number = db.get(app.Order, oid).order_no
+    path = '/orders/%s/pdf' % oid
+    archive = clients['maker'].get(path).data
+    original_version = order(app, oid)['version']
+    for suffix, disposition in [('', 'inline'), ('?dl=1', 'attachment')]:
+        response = clients['maker'].get(path + suffix)
+        assert response.headers['Content-Disposition'].startswith(disposition + ';')
+        assert download_name(response) == '%s_%s_精锐五金.pdf' % (title, number)
+        assert response.data == archive
+    assert post(clients['maker'], '/suppliers', {'id': sid, 'name': company, 'short_name': '精锐'}).status_code == 302
+    response = clients['maker'].get(path + '?dl=1')
+    assert download_name(response) == '%s_%s_精锐.pdf' % (title, number)
+    assert response.data == archive and order(app, oid)['version'] == original_version
+    assert clients['other'].get(path + '?dl=1').status_code == 404
+    # A cleared alias or removed master-data entry still yields an identifiable name.
+    assert post(clients['maker'], '/suppliers', {'id': sid, 'name': company, 'short_name': ''}).status_code == 302
+    assert download_name(clients['maker'].get(path)) == '%s_%s_%s.pdf' % (title, number, company)
+    assert post(clients['admin'], '/suppliers/%s/delete' % sid).status_code == 302
+    response = clients['maker'].get(path)
+    assert download_name(response) == '%s_%s_%s.pdf' % (title, number, company)
+    assert response.data == archive
+
+
+def test_pdf_filename_handles_unsafe_characters_and_ambiguous_suppliers(app, clients):
+    company = '测试同名公司'
+    with app.Session() as db:
+        db.add(app.Supplier(name=company, tax_no='ONE', short_name='精锐/五金:分部?\r\n<二>'))
+        db.add(app.Supplier(name=company, tax_no='TWO', short_name='另一家'))
+        db.commit()
+    oid = new(app, clients['maker'])
+    assert save(app, clients['maker'], oid, supplier_name=company, supplier_tax_no='ONE').status_code == 302
+    response = clients['maker'].get('/orders/%s/pdf?dl=1' % oid)
+    filename = download_name(response)
+    assert response.status_code == 200
+    assert '精锐_五金' in filename and '分部' in filename
+    assert not re.search(r'[<>:"/\\|?*\x00-\x1f]', filename)
+    assert len(filename.encode('utf-16-le')) // 2 <= 255
+    # Without identifying tax information, do not pick an arbitrary company's alias.
+    assert save(app, clients['maker'], oid, supplier_name=company, supplier_tax_no='').status_code == 302
+    assert download_name(clients['maker'].get('/orders/%s/pdf' % oid)).endswith('_测试同名公司.pdf')
+    assert save(app, clients['maker'], oid, supplier_name='公司' * 90).status_code == 302
+    assert len(download_name(clients['maker'].get('/orders/%s/pdf' % oid)).encode('utf-16-le')) // 2 <= 255
+
+
+def test_supplier_import_alias_headers_legacy_preservation_and_blank_clear(app, clients):
+    company = '苏州测试有限公司'
+
+    def upload(heads, row):
+        workbook = openpyxl.Workbook()
+        workbook.active.append(heads)
+        workbook.active.append(row)
+        stream = io.BytesIO()
+        workbook.save(stream)
+        stream.seek(0)
+        response = post(clients['maker'], '/suppliers/import_excel', {'file': (stream, '供应商.xlsx')})
+        assert response.status_code == 302
+
+    upload(['公司简称', '供应商名称', '供应商编号'], ['苏测', company, 'S001'])
+    with app.Session() as db:
+        supplier = db.query(app.Supplier).one()
+        assert (supplier.code, supplier.name, supplier.short_name) == ('S001', company, '苏测')
+    upload(['编号', '名称', '联系人'], ['S001', company, '新联系人'])
+    with app.Session() as db:
+        supplier = db.query(app.Supplier).one()
+        assert (supplier.short_name, supplier.contact) == ('苏测', '新联系人')
+    upload(['编号', '名称', '公司简称'], ['S001', company, ''])
+    with app.Session() as db:
+        assert db.query(app.Supplier).one().short_name == ''
+    template = openpyxl.load_workbook(io.BytesIO(clients['maker'].get('/suppliers/import_template.xlsx').data))
+    assert template.active.cell(1, 9).value == '公司简称'
+    assert template.active.cell(2, 9).value == '精锐五金'
+    template.close()
+    assert post(clients['maker'], '/suppliers', {'name': '超长简称测试', 'short_name': '长' * 61}).status_code == 400

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

tests/test_workflow.py

@@ -78,14 +78,15 @@ def test_full_flow_and_frozen_pdf(app, clients, kind, n):
     assert clients['maker'].get('/orders/%s/pdf' % oid).data == response.data
     import pymupdf
     with pymupdf.open(stream=response.data, filetype='pdf') as doc:
-        content = ''.join(p.get_text() for p in doc)
+        # Older PDF readers may split adjacent Chinese glyphs into lines.
+        content = re.sub(r'\s+', '', ''.join(p.get_text() for p in doc))
         assert content.count('采购专用章') == 1
         assert '审核专用章' not in content and '批准专用章' not in content
     with app.Session() as db:
         v = db.query(OrderVersion).filter_by(order_id=oid, revision=1).one()
         assert v.pdf_sha256 == hashlib.sha256(response.data).hexdigest()
         assert len(json.loads(v.content_json)['items']) == n
-        assert v.template_version == 'po-v3'
+        assert v.template_version == 'po-v5'
     assert save(app, clients['maker'], oid).status_code == 403
     assert clients['maker'].get('/orders/%s/edit' % oid).status_code == 302
     assert clients['maker'].get('/orders/%s/versions/1' % oid).status_code == 200

tools/browser_smoke.py

@@ -70,6 +70,18 @@ def run(executable=None):
                 admin.get_by_role('button',name='保存用户').click()
                 admin.wait_for_url(base + '/users')
             admin.screenshot(path=str(RUN / 'users.png'),full_page=True)
+            admin.goto(base + '/suppliers')
+            supplier_form = admin.locator('.card').first.locator('form')
+            supplier_form.locator('[name=name]').fill('测试供应商')
+            supplier_form.locator('[name=short_name]').fill('测试简称')
+            supplier_form.get_by_role('button', name='新增', exact=True).click()
+            admin.wait_for_url(base + '/suppliers')
+            admin.get_by_role('button', name='编辑', exact=True).click()
+            assert admin.locator('#edit_short_name').input_value() == '测试简称'
+            admin.locator('#edit_short_name').fill('测试供应商简称')
+            admin.locator('#editModal').get_by_role('button', name='保存', exact=True).click()
+            admin.wait_for_url(base + '/suppliers')
+            admin.screenshot(path=str(RUN / 'supplier-short-name.png'), full_page=True)
             def sign_in(username, destination):
                 tab=page(mobile=username != 'maker'); tab.goto(destination)
                 assert '/login' in tab.url
@@ -148,6 +160,9 @@ def run(executable=None):
                 approver.screenshot(path=str(RUN / (kind+'-approved.png')),full_page=True)
                 response=approver.request.get(view_url.replace('/view','/pdf'))
                 assert response.status==200
+                from werkzeug.http import parse_options_header
+                filename = parse_options_header(response.headers['content-disposition'])[1]['filename']
+                assert filename.endswith('_测试供应商简称.pdf')
                 data=response.body();(RUN/(kind+'.pdf')).write_bytes(data)
                 archives.append((view_url.replace('/view','/pdf'), hashlib.sha256(data).hexdigest()))
                 document=pymupdf.open(stream=data,filetype='pdf')
@@ -188,13 +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})
@@ -228,7 +244,7 @@ def run(executable=None):
                     assert hashlib.sha256(response.body()).hexdigest() == expected
                 with sqlite3.connect(RUN / 'instance' / 'po.db') as db:
                     assert db.execute('PRAGMA integrity_check').fetchone()[0] == 'ok'
-                    assert db.execute('PRAGMA user_version').fetchone()[0] == 4
+                    assert db.execute('PRAGMA user_version').fetchone()[0] == 5
                     assert db.execute('SELECT count(*) FROM orders WHERE status = ?', ('approved',)).fetchone()[0] == 2
                     assert db.execute('SELECT count(*) FROM notifications').fetchone()[0] == 0
                     assert db.execute("SELECT count(*) FROM orders WHERE payment_status='paid' AND delivery_status='pending'").fetchone()[0] == 1

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()

运行与升级说明.md

@@ -10,6 +10,9 @@
 4. 在运行系统的电脑上读取 `po_app/instance/setup.token`，把初始化口令填入页面，设置管理员账号和密码。不要发送该文件给无关人员。
 5. 管理员在“用户”页新增制单员、审批员，两个环节分配给不同人员。新增账号首次登录必须修改初始密码。
 6. 录入真实供应商和物料，再开始制单。新数据库不再预置演示账号、演示供应商或假银行信息。
+   - 在“供应商管理”填写“公司简称”，用于 PDF 导出文件名，例如 `采购单_PO202609170001_精锐五金.pdf`。未填简称时使用订单上的供应商全名；按全名匹配供应商资料，同名有歧义时结合税号匹配，仍有歧义则使用全名。
+   - 简称只用于下载命名，PDF 正文仍显示全名；已审批订单重新下载即可使用新简称，归档内容保持不变。文件名中的 Windows 不允许字符会被替换。
+   - Excel 供应商模板末列支持“公司简称”。旧表没有该列时保留原简称；该列留空则清除原简称。此功能使用数据库结构版本 5，旧数据库启动时先备份再增量升级。
 
 系统使用 Waitress 提供服务。源码和 EXE 均支持 `PO_DATA_DIR` 指定数据目录；未设置时分别使用 `po_app` 目录和 EXE 所在目录。`PO_HOST` 默认 `0.0.0.0`；端口已占用时启动程序会在 8120 之前尝试后续端口，以控制台打印地址为准。