筛选与台账
- 带有活动下划线的数据摘要是状态筛选条件，不只是统计数字。
- 筛选条件会写入 URL，因此可以收藏，并在翻页时保留。
- 可单击交互式台账行，或按 Enter 打开详情。
- 执行状态更改、退款、结算、调整或覆盖前，先阅读时间线或事件历史。
CSV 导出
潜在客户、预约、客户、美容师、支付、优惠券、结算和套餐购买台账的导出会保留当前筛选条件。先设置筛选条件并抽查记录，再执行导出，最后检查文件表头和时间范围。
报表页面的各项导出使用独立日期范围，不会自动与 30 天汇总范围保持一致。
时间与敏感数据
运营日历和时间统一使用 Asia/Jakarta。与日志或外部服务商数据比较时，请检查数据源时区。
不得在截图中包含密码、2FA 二维码、恢复码、令牌、会话 cookie、签名 URL、银行账号、结算证明、身份证明文件、生产地址或健康数据。
快速故障排查
| 现象 | 检查项 |
|---|---|
| 找不到登录页 | 使用管理后台域名，不要在 API 主机上添加 /admin 路径。 |
| 返回 2FA 验证页 | 使用 TOTP 或恢复码完成验证。 |
| 退款、结算或设置保存被拒绝 | 修改需要 super_admin；普通管理员可能仍看得到保存按钮，但服务器会拒绝写入。 |
| 筛选结果为空 | 清除摘要、状态、关联对象和日期筛选，再逐项添加。 |
| 营销活动尚未发送 | 表单会创建草稿；在草稿行选择 Send 并确认，即可发送给目标收件人。 |
| 其他设置未改变 | 只有当前活动分组会被挂载并保存。 |
术语表
| 术语 | 含义 |
|---|---|
| Ledger | 以表格形式呈现的运营清单。 |
| Inspector | 展示事实信息和操作栏的记录详情页。 |
| Assignment | 指定负责人或美容师。 |
| Settlement evidence | 证明退款已经完成结算的材料。 |
| Disbursement | 将结算款转入收款人银行账户。 |
| Redemption | 使用优惠券、积分或套餐额度。 |
| Override | 以人工值替代正常值的操作。 |
操作演示视频
视频使用隔离演示数据录制英文管理后台，并放慢播放以便跟随操作。敏感值已遮蔽。未执行外部付款或服务商发送。
录制日期:
admin creates a notification campaign draft 0:06
已覆盖步骤（英文）
- Create a notification campaign draft, dismiss the Send confirmation to keep it a draft, then confirm Send and verify sent status, recipient count, a notification row, and the campaign on the overview.
regular admin cannot save platform settings 0:04
已覆盖步骤（英文）
- As a regular admin, change the support email in the Settings UI and attempt to save; verify the visible access-denied message and unchanged stored value.
admin updates a platform setting and restores its original value 0:06
已覆盖步骤（英文）
- Leave an edited numeric Bookings value unsaved, switch to General and save support_email; verify the saved value changed while the inactive Bookings value stayed unchanged.
- Reopen General, restore the original support_email value, and verify it was restored.
admin creates a lead, updates its status, assigns it, and records a note 0:11
已覆盖步骤（英文）
- Filter leads, create and update a lead, assign it, record a note, and export the filtered CSV containing that lead.
admin filters confirmed bookings and exports the filtered booking dataset 0:07
已覆盖步骤（英文）
- Select the Confirmed booking status figure, verify a matching booking, download the CSV, and check its filename, header, and booking reference.
admin onboards a beautician and configures treatment skills, service area, and availability 0:14
已覆盖步骤（英文）
- Onboard a beautician, configure treatment skills, service area, and availability, then search and export the matching beautician CSV.
admin exports each operational finance list with its CSV schema 0:06
已覆盖步骤（英文）
- Download operational finance CSVs and verify their expected schemas and records.
admin dashboard renders report metrics and exports each report dataset 0:07
已覆盖步骤（英文）
- Open report metrics and download the bookings, payments, leads, earnings, and clients CSV datasets, checking schema and source records.
admin reviews a client detail and exports the client roster 0:09
已覆盖步骤（英文）
- Open the client dossier from the list, inspect account, skin, address, lifecycle, booking, and spend sections, follow a related booking, then download and inspect the client roster CSV.
admin filters and sorts the client roster, including an empty search result 0:11
已覆盖步骤（英文）
- Search by name, apply a lifecycle filter, sort by most recently completed booking, and verify the URL and matching client; search for a non-existent name and verify the empty state.
测试边界（英文）
- The isolated walkthrough configuration disables Expo push notifications; campaign state and the local notification record are verified, but external push delivery is not exercised.
- The report UI has no date picker; custom operator-selected report ranges are not exercised.