feat: 完成全部11项优化需求 + 模板必填项标注 + 归档重算个税

- 高优先级: 花名册导入模板必填项标注、性别自动识别、导入结果反馈、证据链Excel导出、身份证搜索修复、试用期区分与转正提醒、薪税批次流程优化
- 中优先级: 专项附加扣除批量导入、文本模板库完善(Word下载/复制/使用说明)、用工体检评分标准说明、考勤页面导入入口
- 所有导入模板表头标注必填项(*后缀)并含示例行
- 导入逻辑统一改用getField兼容*后缀列名
- 批次归档时强制重算所有条目个税和社保,解决多未归档批次并存时累计计算不准问题
- 更新需求梳理文档

frontend/src/pages/Attendance.tsx

@@ -1,8 +1,9 @@
-import { useState } from 'react'
+import { useState, useRef } from 'react'
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { toast } from 'sonner'
-import { CalendarCheck, CheckCircle, Clock, AlertCircle, Plus, Trash2, Calendar, Users, BarChart3, Plane } from 'lucide-react'
+import { CalendarCheck, CheckCircle, Clock, AlertCircle, Plus, Trash2, Calendar, Users, BarChart3, Plane, Upload, Download, X } from 'lucide-react'
 import api from '../lib/api'
+import { useAuthStore } from '../store/authStore'
 import Card from '../components/ui/Card'
 import Button from '../components/ui/Button'
 import { Input, Label, Select } from '../components/ui/Input'
@@ -88,8 +89,14 @@ export default function Attendance() {
 
 // ========== 考勤确认 Tab ==========
 function ConfirmTab() {
+  const queryClient = useQueryClient()
   const [month, setMonth] = useState(new Date().toISOString().slice(0, 7))
   const [filterDepartment, setFilterDepartment] = useState('')
+  const [showImport, setShowImport] = useState(false)
+  const [importFile, setImportFile] = useState<File | null>(null)
+  const [importResult, setImportResult] = useState<any>(null)
+  const [importing, setImporting] = useState(false)
+  const fileInputRef = useRef<HTMLInputElement>(null)
 
   const { data: list, isLoading } = useQuery<any>({
     queryKey: ['attendance', month, filterDepartment],
@@ -120,6 +127,9 @@ function ConfirmTab() {
   return (
     <div className="space-y-3">
       <div className="flex items-center gap-2 justify-end">
+        <Button size="sm" variant="secondary" onClick={() => setShowImport(true)}>
+          <Upload className="w-3.5 h-3.5 mr-1" />导入考勤
+        </Button>
         <select
           value={filterDepartment}
           onChange={e => setFilterDepartment(e.target.value)}
@@ -195,6 +205,99 @@ function ConfirmTab() {
           })}
         </div>
       )}
+
+      {/* 导入考勤弹窗 */}
+      {showImport && (
+        <div className="fixed inset-0 bg-black/30 flex items-center justify-center z-50 p-4" onClick={() => setShowImport(false)}>
+          <Card className="max-w-lg w-full" >
+            <div onClick={(e) => e.stopPropagation()} className="p-4">
+              <div className="flex items-center justify-between mb-3">
+                <h2 className="text-sm font-medium">导入考勤数据 — {month}</h2>
+                <button onClick={() => { setShowImport(false); setImportFile(null); setImportResult(null) }} className="text-gray-400 hover:text-gray-600"><X className="w-4 h-4" /></button>
+              </div>
+
+              <div className="space-y-3">
+                <div className="flex gap-2">
+                  <Button size="sm" variant="secondary" onClick={async () => {
+                    try {
+                      const token = useAuthStore.getState().accessToken
+                      const baseURL = import.meta.env.DEV ? 'http://localhost:3000/api/v1' : '/api/v1'
+                      const res = await fetch(`${baseURL}/import/template`, {
+                        headers: token ? { Authorization: `Bearer ${token}` } : {},
+                      })
+                      const blob = await res.blob()
+                      const url = URL.createObjectURL(blob)
+                      const a = document.createElement('a')
+                      a.href = url
+                      a.download = '员工导入模板.xlsx'
+                      a.click()
+                      URL.revokeObjectURL(url)
+                    } catch { toast.error('下载模板失败') }
+                  }}>
+                    <Download className="w-3.5 h-3.5 mr-1" />下载模板
+                  </Button>
+                </div>
+
+                <div className="text-xs text-gray-500 bg-blue-50/50 rounded-md p-2">
+                  模板中「考勤记录」Sheet 包含：姓名、身份证号、日期、考勤状态、上下班时间。身份证号优先匹配，未填时用姓名匹配。
+                </div>
+
+                <div className="border-2 border-dashed border-gray-200 rounded-lg p-6 text-center">
+                  <input ref={fileInputRef} type="file" accept=".xlsx,.xls" className="hidden" id="attendance-import-file" onChange={(e) => { setImportFile(e.target.files?.[0] || null); setImportResult(null) }} />
+                  <label htmlFor="attendance-import-file" className="cursor-pointer text-xs text-primary hover:underline">
+                    {importFile ? importFile.name : '点击选择 Excel 文件'}
+                  </label>
+                </div>
+
+                {importResult && (
+                  <div className="px-3 py-2 rounded-md bg-green-50 text-green-700 text-xs space-y-1">
+                    <div className="font-medium">导入完成</div>
+                    {importResult.attendance > 0 && <div>考勤记录：{importResult.attendance} 条</div>}
+                    {importResult.overtime > 0 && <div>加班记录：{importResult.overtime} 条</div>}
+                    {importResult.employees > 0 && <div>员工：{importResult.employees} 人</div>}
+                    {importResult.contracts > 0 && <div>合同：{importResult.contracts} 份</div>}
+                    {importResult.skipped > 0 && <div className="text-amber-600">跳过 {importResult.skipped} 条</div>}
+                    {importResult.errors?.length > 0 && (
+                      <div className="mt-1 pt-1 border-t border-green-200">
+                        {importResult.errors.slice(0, 5).map((e: string, i: number) => <div key={i} className="text-amber-600">{e}</div>)}
+                        {importResult.errors.length > 5 && <div className="text-amber-600">...还有 {importResult.errors.length - 5} 条</div>}
+                      </div>
+                    )}
+                  </div>
+                )}
+
+                <div className="flex justify-end gap-2">
+                  <Button variant="secondary" size="sm" onClick={() => { setShowImport(false); setImportFile(null); setImportResult(null) }}>取消</Button>
+                  <Button size="sm" onClick={async () => {
+                    if (!importFile) return toast.error('请选择文件')
+                    setImporting(true)
+                    setImportResult(null)
+                    try {
+                      const token = useAuthStore.getState().accessToken
+                      const formData = new FormData()
+                      formData.append('file', importFile)
+                      const res = await fetch('/api/v1/import/excel', {
+                        method: 'POST',
+                        headers: token ? { Authorization: `Bearer ${token}` } : {},
+                        body: formData,
+                      })
+                      const data = await res.json()
+                      if (!data.success) { toast.error(data.error?.message || '导入失败') }
+                      else {
+                        setImportResult(data.data)
+                        queryClient.invalidateQueries({ queryKey: ['attendance'] })
+                        queryClient.invalidateQueries({ queryKey: ['attendance-stats'] })
+                        toast.success('考勤数据导入完成')
+                      }
+                    } catch (e: any) { toast.error(e?.message || '导入失败') }
+                    finally { setImporting(false) }
+                  }} disabled={!importFile || importing}>{importing ? '导入中...' : '开始导入'}</Button>
+                </div>
+              </div>
+            </div>
+          </Card>
+        </div>
+      )}
     </div>
   )
 }

frontend/src/pages/Money.tsx

@@ -62,6 +62,89 @@ export default function Money() {
 
 // ========== 发薪批次管理 ==========
 
+function CustomEmployeeSelector({ selectedIds, onChange }: { selectedIds: string[]; onChange: (ids: string[]) => void }) {
+  const [search, setSearch] = useState('')
+  const [filterDept, setFilterDept] = useState('')
+
+  const { data: employees } = useQuery<any>({
+    queryKey: ['roster-for-batch', search, filterDept],
+    queryFn: async () => {
+      const params: any = { pageSize: 999 }
+      if (search) params.search = search
+      if (filterDept) params.department = filterDept
+      params.status = 'ACTIVE'
+      const res = await api.get('/roster', { params }) as any
+      return res.data || []
+    },
+  })
+
+  const { data: deptList } = useQuery<string[]>({
+    queryKey: ['roster-departments'],
+    queryFn: async () => {
+      const res = await api.get('/roster/departments') as any
+      return res.data || []
+    },
+  })
+
+  const toggle = (id: string) => {
+    if (selectedIds.includes(id)) {
+      onChange(selectedIds.filter(x => x !== id))
+    } else {
+      onChange([...selectedIds, id])
+    }
+  }
+
+  const toggleAll = () => {
+    if (employees && employees.every((e: any) => selectedIds.includes(e.id))) {
+      onChange(selectedIds.filter(id => !employees.some((e: any) => e.id === id)))
+    } else {
+      const newIds = new Set([...selectedIds, ...(employees?.map((e: any) => e.id) || [])])
+      onChange(Array.from(newIds))
+    }
+  }
+
+  return (
+    <div className="border rounded-md p-3 space-y-2">
+      <div className="flex items-center justify-between">
+        <Label>选择发薪人员</Label>
+        <span className="text-xs text-gray-500">已选 {selectedIds.length} 人</span>
+      </div>
+      <div className="flex gap-2">
+        <Input placeholder="搜索姓名" value={search} onChange={(e) => setSearch(e.target.value)} className="!w-40" />
+        <select value={filterDept} onChange={(e) => setFilterDept(e.target.value)} className="h-9 rounded-md border border-gray-200 bg-white px-3 text-sm">
+          <option value="">全部部门</option>
+          {deptList?.map((d: string) => <option key={d} value={d}>{d}</option>)}
+        </select>
+        {employees && employees.length > 0 && (
+          <button onClick={toggleAll} className="text-xs text-primary hover:underline whitespace-nowrap">
+            {employees.every((e: any) => selectedIds.includes(e.id)) ? '取消全选' : '全选当前'}
+          </button>
+        )}
+      </div>
+      <div className="max-h-48 overflow-y-auto border rounded">
+        {employees && employees.length > 0 ? (
+          <table className="w-full text-xs">
+            <tbody>
+              {employees.map((e: any) => (
+                <tr key={e.id} className="border-b last:border-0 hover:bg-gray-50 cursor-pointer" onClick={() => toggle(e.id)}>
+                  <td className="px-2 py-1.5 w-8">
+                    <input type="checkbox" checked={selectedIds.includes(e.id)} onChange={() => toggle(e.id)} />
+                  </td>
+                  <td className="px-2 py-1.5 font-medium">{e.name}</td>
+                  <td className="px-2 py-1.5 text-gray-500">{e.department}</td>
+                  <td className="px-2 py-1.5 text-gray-400 text-right">¥{fmt(e.monthlySalary)}</td>
+                </tr>
+              ))}
+            </tbody>
+          </table>
+        ) : (
+          <div className="py-4 text-center text-gray-400 text-xs">暂无员工</div>
+        )}
+      </div>
+    </div>
+  )
+}
+
 function BatchManager() {
   const queryClient = useQueryClient()
   const confirm = useConfirm()
@@ -73,8 +156,9 @@ function BatchManager() {
   const [selectedBatchId, setSelectedBatchId] = useState<string | null>(null)
   const [showCreateModal, setShowCreateModal] = useState(false)
   const [createType, setCreateType] = useState<'REGULAR' | 'TERMINATION' | 'BONUS' | 'SEVERANCE'>('REGULAR')
-  const [createMode, setCreateMode] = useState<'copy_last' | 'blank_employees' | 'blank_all' | 'copy_batch'>('copy_last')
+  const [createMode, setCreateMode] = useState<'copy_last' | 'blank_employees' | 'blank_all' | 'copy_batch' | 'custom'>('copy_last')
   const [sourceBatchId, setSourceBatchId] = useState<string>('')
+  const [selectedEmployeeIds, setSelectedEmployeeIds] = useState<string[]>([])
   const [page, setPage] = useState(1)
   const [pageSize, setPageSize] = useState(10)
 
@@ -206,11 +290,6 @@ function BatchManager() {
         )}
         <div className="flex-1" />
         <Button onClick={() => {
-          const hasDraft = batches?.some((b: any) => b.status === 'DRAFT' && b.month === month)
-          if (hasDraft) {
-            toast.error('当月存在未归档的批次，请先归档后再创建新批次')
-            return
-          }
           setCreateType('REGULAR'); setShowCreateModal(true)
         }} className="shrink-0">
           <Plus className="w-4 h-4 mr-1" />创建发薪批次
@@ -233,11 +312,12 @@ function BatchManager() {
               </div>
               <div>
                 <Label>数据初始化模式</Label>
-                <Select value={createMode} onChange={(e) => { setCreateMode(e.target.value as any); setSourceBatchId('') }}>
+                <Select value={createMode} onChange={(e) => { setCreateMode(e.target.value as any); setSourceBatchId(''); setSelectedEmployeeIds([]) }}>
                   <option value="copy_last">复制上月数据</option>
                   <option value="blank_employees">本月空白（拉入员工，金额为0）</option>
                   <option value="blank_all">全空白（不拉入员工）</option>
                   <option value="copy_batch">复制指定批次</option>
+                  <option value="custom">自定义选择员工</option>
                 </Select>
               </div>
             </div>
@@ -255,16 +335,20 @@ function BatchManager() {
                 )}
               </div>
             )}
+            {createMode === 'custom' && (
+              <CustomEmployeeSelector selectedIds={selectedEmployeeIds} onChange={setSelectedEmployeeIds} />
+            )}
             <div className="text-xs text-gray-500 space-y-0.5">
               {createMode === 'copy_last' && <p>拉入在职员工，从上月工资条复制基本工资/津贴/扣款，自动计算社保个税</p>}
               {createMode === 'blank_employees' && <p>拉入在职员工，所有金额为0，需手动填写</p>}
               {createMode === 'blank_all' && <p>创建空批次，不拉入员工，后续手动添加人员和填写数据</p>}
               {createMode === 'copy_batch' && <p>从指定的已归档批次复制员工和薪资数据</p>}
+              {createMode === 'custom' && <p>按部门筛选、搜索、勾选指定员工创建批次</p>}
             </div>
             <div className="flex gap-2">
               <Button
-                onClick={() => createMutation.mutate({ month, type: createType, mode: createMode, sourceBatchId: sourceBatchId || undefined })}
-                disabled={createMutation.isPending || (createMode === 'copy_batch' && !sourceBatchId)}
+                onClick={() => createMutation.mutate({ month, type: createType, mode: createMode, sourceBatchId: sourceBatchId || undefined, employeeIds: createMode === 'custom' ? selectedEmployeeIds : undefined })}
+                disabled={createMutation.isPending || (createMode === 'copy_batch' && !sourceBatchId) || (createMode === 'custom' && selectedEmployeeIds.length === 0)}
               >
                 {createMutation.isPending ? '创建中...' : '确认创建'}
               </Button>

frontend/src/pages/Roster.tsx

@@ -51,7 +51,8 @@ export default function Roster() {
     queryFn: async () => {
       const params: any = { page, pageSize }
       if (debouncedSearch) params.search = debouncedSearch
-      if (filterStatus) params.status = filterStatus
+      if (filterStatus && filterStatus !== 'PROBATION') params.status = filterStatus
+      if (filterStatus === 'PROBATION') params.status = 'ACTIVE'
       if (filterContractStatus) params.contractStatus = filterContractStatus
       if (filterDepartment) params.department = filterDepartment
       const res = await api.get('/roster', { params }) as any
@@ -59,7 +60,10 @@ export default function Roster() {
     },
   })
 
-  const employees = rosterData?.data || []
+  const employees = (rosterData?.data || []).filter((e: any) => {
+    if (filterStatus === 'PROBATION') return e.probationInfo?.isProbation
+    return true
+  })
   const pagination = rosterData?.pagination || { page, pageSize, total: 0, totalPages: 0 }
 
   const addMutation = useMutation({
@@ -255,6 +259,7 @@ export default function Roster() {
           >
             <option value="">全部状态</option>
             <option value="ACTIVE">在职</option>
+            <option value="PROBATION">试用期</option>
             <option value="PRE_HIRE">预入职</option>
             <option value="RESIGNED">离职</option>
           </select>
@@ -388,6 +393,15 @@ export default function Roster() {
                       }`}>
                         {e.status === 'ACTIVE' ? '在职' : e.status === 'PRE_HIRE' ? '预入职' : '离职'}
                       </span>
+                      {e.probationInfo?.isProbation && (
+                        <span className={`ml-1 px-2 py-0.5 rounded text-xs ${
+                          e.probationInfo.isExpiring
+                            ? 'bg-orange-50 text-orange-700 border border-orange-200'
+                            : 'bg-amber-50 text-amber-700 border border-amber-200'
+                        }`}>
+                          试用期{e.probationInfo.isExpiring ? `即将到期(${e.probationInfo.daysToConfirm}天)` : `剩${e.probationInfo.daysToConfirm}天`}
+                        </span>
+                      )}
                     </td>
                     <td className="hidden px-4 py-3 text-gray-500">{e.hireDate?.toString().slice(0, 10)}</td>
                     <td className="hidden px-4 py-3 text-gray-500">

frontend/src/pages/Settings.tsx

@@ -1115,16 +1115,50 @@ function InitImport() {
           {result && (
             <div className="px-3 py-2 rounded-md bg-green-50 text-green-700 text-xs space-y-1">
               <div className="font-medium">导入完成</div>
-              <div>员工：{result.employees} 人</div>
-              <div>合同：{result.contracts} 份</div>
-              {result.overtime > 0 && <div>加班记录：{result.overtime} 条</div>}
-              {result.disciplinary > 0 && <div>违纪记录：{result.disciplinary} 条</div>}
-              {result.attendance > 0 && <div>考勤记录：{result.attendance} 条</div>}
+              <div className="flex gap-4">
+                <span>成功导入：员工 {result.employees} 人、合同 {result.contracts} 份</span>
+                {result.overtime > 0 && <span>加班 {result.overtime} 条</span>}
+                {result.disciplinary > 0 && <span>违纪 {result.disciplinary} 条</span>}
+                {result.attendance > 0 && <span>考勤 {result.attendance} 条</span>}
+              </div>
+              {result.skipped > 0 && (
+                <div className="text-amber-600">跳过 {result.skipped} 条（数据不完整或格式错误）</div>
+              )}
+              {result.duplicates > 0 && (
+                <div className="text-amber-600">重复 {result.duplicates} 条（身份证号已存在）</div>
+              )}
               {result.errors?.length > 0 && (
                 <div className="mt-2 pt-2 border-t border-green-200">
-                  <div className="font-medium text-amber-600">部分错误（{result.errors.length}条）：</div>
+                  <div className="font-medium text-amber-600 flex items-center justify-between">
+                    <span>错误详情（{result.errors.length}条）：</span>
+                    <button className="text-xs text-primary hover:underline" onClick={async () => {
+                      try {
+                        const token = useAuthStore.getState().accessToken
+                        const errorList = result.errors.map((e: string, i: number) => {
+                          const detail = result.details?.[i] || {}
+                          return { sheet: detail.sheet || '员工信息', row: detail.row || i + 2, name: detail.name || '', errors: [e] }
+                        })
+                        const res = await fetch('/api/v1/import/excel/error-log', {
+                          method: 'POST',
+                          headers: { 'Content-Type': 'application/json', ...(token ? { Authorization: `Bearer ${token}` } : {}) },
+                          body: JSON.stringify({ errors: errorList }),
+                        })
+                        const blob = await res.blob()
+                        const url = URL.createObjectURL(blob)
+                        const a = document.createElement('a')
+                        a.href = url
+                        a.download = '导入错误日志.xlsx'
+                        a.click()
+                        URL.revokeObjectURL(url)
+                      } catch {
+                        toast.error('导出错误日志失败')
+                      }
+                    }}>
+                      导出错误日志
+                    </button>
+                  </div>
                   {result.errors.slice(0, 10).map((e: string, i: number) => (<div key={i} className="text-amber-600">{e}</div>))}
-                  {result.errors.length > 10 && <div className="text-amber-600">...还有 {result.errors.length - 10} 条</div>}
+                  {result.errors.length > 10 && <div className="text-amber-600">...还有 {result.errors.length - 10} 条，请导出错误日志查看全部</div>}
                 </div>
               )}
             </div>

frontend/src/pages/SocialInsurance.tsx

@@ -1,9 +1,10 @@
-import { useState, useEffect } from 'react'
+import { useState, useEffect, useRef } from 'react'
 import { toast } from 'sonner'
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { useConfirm } from '../hooks/useConfirm'
-import { Calculator, Info, Check, Settings as SettingsIcon, Plus, History, Download, AlertCircle, Clock, MapPin, Sparkles } from 'lucide-react'
+import { Calculator, Info, Check, Settings as SettingsIcon, Plus, History, Download, AlertCircle, Clock, MapPin, Sparkles, Upload, X } from 'lucide-react'
 import api from '../lib/api'
+import { useAuthStore } from '../store/authStore'
 import Card from '../components/ui/Card'
 import Button from '../components/ui/Button'
 import { Input, Label } from '../components/ui/Input'
@@ -1219,6 +1220,11 @@ function SpecialDeductionTab({ month, setMonth }: { month: string; setMonth: (m:
   const queryClient = useQueryClient()
   const [editing, setEditing] = useState<string | null>(null)
   const [editForm, setEditForm] = useState<any>(null)
+  const [showImport, setShowImport] = useState(false)
+  const [importFile, setImportFile] = useState<File | null>(null)
+  const [importResult, setImportResult] = useState<any>(null)
+  const [importing, setImporting] = useState(false)
+  const fileInputRef = useRef<HTMLInputElement>(null)
 
   // 查询当月所有员工的专项附加扣除
   const { data: records = [], isLoading } = useQuery<any[]>({
@@ -1326,6 +1332,13 @@ function SpecialDeductionTab({ month, setMonth }: { month: string; setMonth: (m:
           >
             {batchCopyMutation.isPending ? '复制中...' : `复制上月(${prevMonth})`}
           </Button>
+          <Button
+            size="sm"
+            variant="secondary"
+            onClick={() => setShowImport(true)}
+          >
+            <Upload className="w-3.5 h-3.5 mr-1" />批量导入
+          </Button>
           <Input type="month" value={month} onChange={(e) => setMonth(e.target.value)} className="!w-32" />
         </div>
       </div>
@@ -1439,6 +1452,91 @@ function SpecialDeductionTab({ month, setMonth }: { month: string; setMonth: (m:
           )}
         </div>
       )}
+
+      {/* 批量导入弹窗 */}
+      {showImport && (
+        <div className="fixed inset-0 bg-black/30 flex items-center justify-center z-50 p-4" onClick={() => setShowImport(false)}>
+          <Card className="max-w-lg w-full" >
+            <div onClick={(e) => e.stopPropagation()} className="p-4">
+              <div className="flex items-center justify-between mb-3">
+                <h2 className="text-sm font-medium">批量导入专项附加扣除 — {month}</h2>
+                <button onClick={() => { setShowImport(false); setImportFile(null); setImportResult(null) }} className="text-gray-400 hover:text-gray-600"><X className="w-4 h-4" /></button>
+              </div>
+
+              <div className="space-y-3">
+                <div className="flex gap-2">
+                  <Button size="sm" variant="secondary" onClick={async () => {
+                    try {
+                      const token = useAuthStore.getState().accessToken
+                      const baseURL = import.meta.env.DEV ? 'http://localhost:3000/api/v1' : '/api/v1'
+                      const res = await fetch(`${baseURL}/import/special-deduction/template`, {
+                        headers: token ? { Authorization: `Bearer ${token}` } : {},
+                      })
+                      const blob = await res.blob()
+                      const url = URL.createObjectURL(blob)
+                      const a = document.createElement('a')
+                      a.href = url
+                      a.download = '专项附加扣除导入模板.xlsx'
+                      a.click()
+                      URL.revokeObjectURL(url)
+                    } catch { toast.error('下载模板失败') }
+                  }}>
+                    <Download className="w-3.5 h-3.5 mr-1" />下载模板
+                  </Button>
+                </div>
+
+                <div className="border-2 border-dashed border-gray-200 rounded-lg p-6 text-center">
+                  <input ref={fileInputRef} type="file" accept=".xlsx,.xls" className="hidden" id="special-deduction-import-file" onChange={(e) => { setImportFile(e.target.files?.[0] || null); setImportResult(null) }} />
+                  <label htmlFor="special-deduction-import-file" className="cursor-pointer text-xs text-primary hover:underline">
+                    {importFile ? importFile.name : '点击选择 Excel 文件'}
+                  </label>
+                </div>
+
+                {importResult && (
+                  <div className="px-3 py-2 rounded-md bg-green-50 text-green-700 text-xs space-y-1">
+                    <div className="font-medium">导入完成</div>
+                    <div>成功 {importResult.updated} 条，跳过 {importResult.skipped} 条，共 {importResult.total} 条</div>
+                    {importResult.errors?.length > 0 && (
+                      <div className="mt-1 pt-1 border-t border-green-200">
+                        {importResult.errors.slice(0, 5).map((e: string, i: number) => <div key={i} className="text-amber-600">{e}</div>)}
+                        {importResult.errors.length > 5 && <div className="text-amber-600">...还有 {importResult.errors.length - 5} 条</div>}
+                      </div>
+                    )}
+                  </div>
+                )}
+
+                <div className="flex justify-end gap-2">
+                  <Button variant="secondary" size="sm" onClick={() => { setShowImport(false); setImportFile(null); setImportResult(null) }}>取消</Button>
+                  <Button size="sm" onClick={async () => {
+                    if (!importFile) return toast.error('请选择文件')
+                    setImporting(true)
+                    setImportResult(null)
+                    try {
+                      const token = useAuthStore.getState().accessToken
+                      const formData = new FormData()
+                      formData.append('file', importFile)
+                      formData.append('month', month)
+                      const res = await fetch('/api/v1/import/special-deduction', {
+                        method: 'POST',
+                        headers: token ? { Authorization: `Bearer ${token}` } : {},
+                        body: formData,
+                      })
+                      const data = await res.json()
+                      if (!data.success) { toast.error(data.error?.message || '导入失败') }
+                      else {
+                        setImportResult(data.data)
+                        queryClient.invalidateQueries({ queryKey: ['special-deduction'] })
+                        toast.success(`导入完成：成功 ${data.data.updated} 条`)
+                      }
+                    } catch (e: any) { toast.error(e?.message || '导入失败') }
+                    finally { setImporting(false) }
+                  }} disabled={!importFile || importing}>{importing ? '导入中...' : '开始导入'}</Button>
+                </div>
+              </div>
+            </div>
+          </Card>
+        </div>
+      )}
     </Card>
   )
 }

frontend/src/pages/Templates.tsx

@@ -1,8 +1,9 @@
 import { useState } from 'react'
 import { useQuery } from '@tanstack/react-query'
-import { FileText, Copy, X, ChevronRight } from 'lucide-react'
+import { FileText, Copy, X, ChevronRight, Download, BookOpen, HelpCircle } from 'lucide-react'
 import { toast } from 'sonner'
 import api from '../lib/api'
+import { useAuthStore } from '../store/authStore'
 import Card from '../components/ui/Card'
 import Button from '../components/ui/Button'
 import EmptyState from '../components/ui/EmptyState'
@@ -100,11 +101,40 @@ export default function Templates() {
     }
   }
 
+  const [showHelp, setShowHelp] = useState(false)
+
   const handleCopy = () => {
     navigator.clipboard.writeText(rendered)
     toast.success('已复制到剪贴板')
   }
 
+  const handleDownloadWord = async () => {
+    if (!selected) return
+    try {
+      const token = useAuthStore.getState().accessToken
+      const baseURL = import.meta.env.DEV ? 'http://localhost:3000/api/v1' : '/api/v1'
+      const res = await fetch(`${baseURL}/templates/${selected.id}/download`, {
+        headers: token ? { Authorization: `Bearer ${token}` } : {},
+      })
+      const blob = await res.blob()
+      const url = URL.createObjectURL(blob)
+      const a = document.createElement('a')
+      a.href = url
+      a.download = `${selected.name}.doc`
+      a.click()
+      URL.revokeObjectURL(url)
+      toast.success('已下载 Word 文档')
+    } catch {
+      toast.error('下载失败')
+    }
+  }
+
+  const handleCopyAsNew = () => {
+    const text = rendered || detail?.content || ''
+    navigator.clipboard.writeText(text)
+    toast.success('模板内容已复制，可粘贴到 Word 中编辑使用')
+  }
+
   return (
     <div className="space-y-3">
       <div className="flex items-center gap-2">
@@ -113,6 +143,25 @@ export default function Templates() {
       </div>
       <p className="text-sm text-gray-500">合同、制度、通知等常用文本模板，支持变量替换</p>
 
+      <div className="flex items-center gap-2">
+        <Button size="sm" variant="secondary" onClick={() => setShowHelp(!showHelp)}>
+          <HelpCircle className="w-3.5 h-3.5 mr-1" />使用说明
+        </Button>
+      </div>
+
+      {showHelp && (
+        <Card className="bg-blue-50/50">
+          <div className="space-y-2 text-xs text-gray-600">
+            <div className="flex items-center gap-1.5 font-medium text-gray-700"><BookOpen className="w-3.5 h-3.5" />使用说明</div>
+            <div>1. 选择需要的模板分类（合同/制度/通知/协议），点击模板卡片打开详情</div>
+            <div>2. 在弹窗中填写变量字段（如公司名称、员工姓名等），点击「渲染模板」生成完整文本</div>
+            <div>3. 渲染后可「复制」到剪贴板，或「下载 Word」保存为 .doc 文件</div>
+            <div>4. 「复制为新模板」将渲染结果复制到剪贴板，可粘贴到 Word 中进一步编辑</div>
+            <div>5. 变量字段为选填，未填写的变量将保留 <code className="px-1 bg-gray-100 rounded">{'{{变量名}}'}</code> 占位符</div>
+          </div>
+        </Card>
+      )}
+
       <div className="flex gap-2">
         {['', 'CONTRACT', 'RULES', 'NOTICE', 'AGREEMENT', 'OTHER'].map(c => (
           <button
@@ -187,15 +236,30 @@ export default function Templates() {
                 <div>
                   <div className="flex items-center justify-between mb-2">
                     <span className="text-xs font-medium text-gray-600">渲染结果</span>
-                    <button onClick={handleCopy} className="flex items-center gap-1 text-xs text-primary hover:underline">
-                      <Copy className="w-3 h-3" />复制
-                    </button>
+                    <div className="flex gap-2">
+                      <button onClick={handleCopyAsNew} className="flex items-center gap-1 text-xs text-primary hover:underline">
+                        <Copy className="w-3 h-3" />复制为新模板
+                      </button>
+                      <button onClick={handleDownloadWord} className="flex items-center gap-1 text-xs text-primary hover:underline">
+                        <Download className="w-3 h-3" />下载 Word
+                      </button>
+                      <button onClick={handleCopy} className="flex items-center gap-1 text-xs text-primary hover:underline">
+                        <Copy className="w-3 h-3" />复制
+                      </button>
+                    </div>
                   </div>
                   <pre className="text-sm text-gray-700 whitespace-pre-wrap bg-gray-50 p-3 rounded-lg max-h-[50vh] overflow-y-auto">{rendered}</pre>
                 </div>
               ) : detail?.content ? (
                 <div>
-                  <div className="text-xs font-medium text-gray-600 mb-2">模板原文</div>
+                  <div className="flex items-center justify-between mb-2">
+                    <span className="text-xs font-medium text-gray-600">模板原文</span>
+                    <div className="flex gap-2">
+                      <button onClick={handleDownloadWord} className="flex items-center gap-1 text-xs text-primary hover:underline">
+                        <Download className="w-3 h-3" />下载 Word
+                      </button>
+                    </div>
+                  </div>
                   <pre className="text-sm text-gray-700 whitespace-pre-wrap bg-gray-50 p-3 rounded-lg max-h-[50vh] overflow-y-auto">{detail.content}</pre>
                 </div>
               ) : null}

frontend/src/pages/roster/EvidenceChain.tsx

@@ -2,6 +2,7 @@ import { useState, useRef } from "react"
 import { toast } from "sonner"
 import { useQuery, useMutation, useQueryClient } from "@tanstack/react-query"
 import api from "../../lib/api"
+import { useAuthStore } from "../../store/authStore"
 import Card from "../../components/ui/Card"
 import Button from "../../components/ui/Button"
 import { Input, Label, Select } from "../../components/ui/Input"
@@ -48,15 +49,23 @@ export default function EvidenceChain({ employeeId }: { employeeId: string }) {
     '解聘记录': 'bg-gray-100 text-gray-700 border-gray-300',
   }
 
-  const handleExport = () => {
-    const text = generateEvidenceText(data)
-    const blob = new Blob([text], { type: 'text/plain;charset=utf-8' })
-    const url = URL.createObjectURL(blob)
-    const a = document.createElement('a')
-    a.href = url
-    a.download = `仲裁证据链_${data.employee.name}_${new Date().toISOString().slice(0, 10)}.txt`
-    a.click()
-    URL.revokeObjectURL(url)
+  const handleExport = async () => {
+    try {
+      const token = useAuthStore.getState().accessToken
+      const res = await fetch(`/api/v1/roster/${employeeId}/evidence-chain/export`, {
+        headers: token ? { Authorization: `Bearer ${token}` } : {},
+      })
+      if (!res.ok) throw new Error('导出失败')
+      const blob = await res.blob()
+      const url = URL.createObjectURL(blob)
+      const a = document.createElement('a')
+      a.href = url
+      a.download = `仲裁证据链_${data.employee.name}_${new Date().toISOString().slice(0, 10)}.xlsx`
+      a.click()
+      URL.revokeObjectURL(url)
+    } catch {
+      toast.error('导出失败')
+    }
   }
 
   const riskStyle: Record<string, string> = {

frontend/src/pages/tools/HealthCheck.tsx

@@ -85,6 +85,48 @@ export default function HealthCheck() {
         </div>
       </div>
 
+      {/* 评分标准说明 */}
+      <Card>
+        <div className="space-y-2">
+          <div className="flex items-center gap-1.5 text-sm font-medium">
+            <Stethoscope className="w-4 h-4 text-primary" />
+            评分标准说明
+          </div>
+          <div className="grid grid-cols-3 gap-2 text-xs">
+            <div className="flex items-center gap-1.5">
+              <CheckCircle2 className="w-3.5 h-3.5 text-safe" />
+              <div>
+                <div className="font-medium text-safe">85 分以上 · 健康</div>
+                <div className="text-gray-500">用工管理规范，风险低</div>
+              </div>
+            </div>
+            <div className="flex items-center gap-1.5">
+              <AlertCircle className="w-3.5 h-3.5 text-warning" />
+              <div>
+                <div className="font-medium text-warning">60-84 分 · 中等风险</div>
+                <div className="text-gray-500">存在部分合规隐患</div>
+              </div>
+            </div>
+            <div className="flex items-center gap-1.5">
+              <AlertTriangle className="w-3.5 h-3.5 text-danger" />
+              <div>
+                <div className="font-medium text-danger">60 分以下 · 高风险</div>
+                <div className="text-gray-500">需立即整改</div>
+              </div>
+            </div>
+          </div>
+          <div className="border-t pt-2 text-xs text-gray-500 space-y-1">
+            <div className="font-medium text-gray-600">6 维度评分构成：</div>
+            <div>- <b>合同管理</b>：合同签订率、到期预警、试用期合规</div>
+            <div>- <b>薪酬社保</b>：社保覆盖率、公积金缴纳、薪资合规</div>
+            <div>- <b>考勤加班</b>：加班时长合规、考勤记录完整性</div>
+            <div>- <b>规章制度</b>：制度公示、民主程序、员工知情</div>
+            <div>- <b>解聘合规</b>：解除程序合法、补偿计算准确</div>
+            <div>- <b>证据链</b>：证据完整性、仲裁可追溯性</div>
+          </div>
+        </div>
+      </Card>
+
       {/* 总评分 */}
       <Card className={level.bg}>
         <div className="flex items-center gap-4">