"编号","所属产品","所属模块","所属计划","来源","来源备注","用户需求名称","描述","验收标准","需求层级","父需求","关键词","优先级","预计工时","当前状态","所处阶段","类别","T","B","C","由谁创建","创建日期","指派给","指派日期","抄送给","已评审人","评审时间","由谁关闭","关闭日期","关闭原因","最后修改","最后修改日期","反馈者","重复需求","附件"
"189 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","换过货的卡迁移的旧套餐退款不会正常失效","目前换过货的新卡接受了旧卡的套餐，对这笔订单申请退款，退款通过后，这个套餐订单在卡上不会正常失效。
!["index.php?m=file&f=read&t=png&fileID=157"]("{157.png}")
!["index.php?m=file&f=read&t=png&fileID=158"]("{158.png}")
!["index.php?m=file&f=read&t=png&fileID=159"]("{159.png}")
","","1 ","0 ","","3(#3)","","评审中(#reviewing)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-24 11:05:51","","","","","","","","","邹进","2026-07-24 20:18:13","","","",""
"188 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","广电管控卡弹窗提醒","广电风险停机的卡可以在H5进行弹窗提醒。
方式一：系统自动弹窗，提示客户需要换卡，引导客户填写收货地址并同步至后台；（最好可以直接生成物流换货的换货单，同时对接ERP系统）
方式二：支持我们主动发出弹窗。提供发出弹窗功能，可以自定义弹窗内容，可以选择适用客户或适用设备类型或卡类型等。我们同时可以使用弹窗功能进行新的套餐政策推广，新品到货通知，从而引导客户消费等。（方式二是否需要新建一个需求，具体分析？）
","","1 ","0 ","","3(#3)","","评审中(#reviewing)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-23 17:18:34","","","","","","","","","邹进","2026-07-24 20:18:13","","","",""
"182 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","退款和订单充值提交人记录","退款管理和订单充值在后台的列表中都需要添加一个提交人字段
","","1 ","0 ","","3(#3)","","评审中(#reviewing)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-23 10:47:43","","","","","","","","","邹进","2026-07-24 20:18:13","","","",""
"181 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","订单列表和退款管理资产标识符、订单渠道缺失","目前订单列表和退款管理页面存在资产标识符、订单渠道缺失的情况，主要为设备：
退款单号：RF20260723085931918896
!["index.php?m=file&f=read&t=png&fileID=155"]("{155.png}")
订单号：ORD20260721121735544971
!["index.php?m=file&f=read&t=png&fileID=156"]("{156.png}")
","","1 ","0 ","","3(#3)","","评审中(#reviewing)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-23 09:50:32","","","","","","","","","邹进","2026-07-24 20:18:13","","","",""
"168 ","物联网卡管系统(#2)","/(#0)","","","","停机阈值显示","虚流量的停机阈值应为真流量的总流量
","","1 ","0 ","","3(#3)","0.50 ","激活(#active)","已关闭(#closed)","功能(#feature)","","","","李昕娉","2026-07-21 14:09:25","罗洋平","2026-07-21 14:09:25","","
黄燚麒(#huang)","2026-07-21 14:11:00","","","","罗洋平","2026-07-22 14:19:48","","","",""
"99 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","退款管理支持原路退回","系统需支持两种退款方式：
1. 原路退款
2. 客户提供收款凭证退款
同时，若选择原路退款，系统需先校验该订单对应的原收款商户当前是否具备退款能力，避免进入不可执行的退款流程。
2. 需求目标
1. 退款申请时支持选择退款方式。
2. 原路退款前自动校验原收款商户当前是否支持退款。
3. 当原收款商户不支持退款时，改为“客户提供收款凭证退款”。
4. 保留退款方式、校验结果、退款凭证、处理记录，便于财务复核与追溯。
3. 流程说明
1. 员工发起退款申请。
2. 选择退款方式。
3. 若选择原路退款，系统先执行原收款商户退款能力校验。
4. 校验通过，进入退款审核及执行流程。
5. 校验失败，提示原因，并允许改为客户提供收款凭证退款。
6. 若选择客户提供收款凭证退款，上传收款凭证后进入审核及财务处理流程。
7. 财务完成退款后，系统记录退款结果并通知申请人。
","","1 ","0 ","","2(#2)","6.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-16 11:50:41","黄燚麒","2026-07-16 12:06:36","","
黄燚麒(#huang)","2026-07-16 12:06:00","","","","邹进","2026-07-24 20:18:13","","","",""
"98 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","换过管理新资产归属","默认换货把旧资产的所属权一起划过去
","","1 ","0 ","","3(#3)","2.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-15 14:08:57","黄燚麒","2026-07-16 11:51:00","","
黄燚麒(#huang)","2026-07-16 11:50:00","","","","黄燚麒","2026-07-17 15:42:34","","","",""
"97 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","代理钱包阈值提醒","代理资金概况板块新增余额预警。不同代理可设置不同的预警额度。达到阈值时可提醒代理和其发展人。
","","1 ","0 ","","3(#3)","2.10 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-15 11:23:35","黄燚麒","2026-07-16 15:40:38","","
黄燚麒(#huang)","2026-07-16 15:40:00","","","","黄燚麒","2026-07-17 15:52:54","","","",""
"96 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","员工作为发展人进行标识","新建店铺添加业务员字段，可以进行指定相应业务员。非必填。同时店铺列表以及详情中新增发展人字段。发展人也可作为检索条件，检索发展人名下的相关店铺。
","","1 ","0 ","","2(#2)","2.50 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-15 11:22:00","黄燚麒","2026-07-15 11:23:15","","
黄燚麒(#huang)","2026-07-15 11:23:00","","","","黄燚麒","2026-07-17 15:57:47","","","",""
"94 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","系统状态同步优化以及回调处理","因资产迁移需要涉及回调和状态同步，故进行相关优化
","","1 ","0 ","","1(#1)","12.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-14 10:53:29","黄燚麒","2026-07-14 11:00:14","","
黄燚麒(#huang)","2026-07-14 10:59:00","","","","黄燚麒","2026-07-17 15:59:07","","","",""
"90 ","物联网卡管系统(#2)","/(#0)","","","","资产详情列表的字段修改","因运营商账户字段不想直接展示给代理、企业客户等查看。现需要将运营商账户字段在代理、企业客户处直接显示为：中国移动、中国电信、中国联通、中国广电。
!["index.php?m=file&f=read&t=png&fileID=134"]("{134.png}")
且设备的实名认证策略和制造商均不展示给代理显示。
!["index.php?m=file&f=read&t=png&fileID=135"]("{135.png}")
","","1 ","0 ","","3(#3)","1.40 ","激活(#active)","已关闭(#closed)","功能(#feature)","","","","李昕娉","2026-07-13 15:11:48","罗洋平","2026-07-13 15:11:48","","
黄燚麒(#huang)","2026-07-13 15:13:00","","","","罗洋平","2026-07-13 16:22:48","","","",""
"86 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","资产详情中换货标识","在资产详情页卡信息或设备信息列表中需要显示是否发生过换货或是换货标识，标注新资产或旧资产。旧资产需要可以链接至新资产。!["index.php?m=file&f=read&t=png&fileID=128"]("{128.png}")
!["index.php?m=file&f=read&t=png&fileID=129"]("{129.png}")
","","1 ","0 ","","1(#1)","1.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-13 11:50:17","黄燚麒","2026-07-13 11:54:36","","
黄燚麒(#huang)","2026-07-13 11:54:00","","","","黄燚麒","2026-07-17 16:03:36","","","",""
"84 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","新卡管H5首页设备号下的ICCID去掉显示","新卡管H5首页设备号下的ICCID去掉显示
!["index.php?m=file&f=read&t=jpg&fileID=133"]("{133.jpg}")
","","1 ","0 ","","3(#3)","0.20 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-11 17:17:47","罗洋平","2026-07-13 15:12:41","","
黄燚麒(#huang)","2026-07-13 15:12:00","","","","邹进","2026-07-24 20:18:13","","","",""
"75 ","物联网卡管系统(#2)","/(#0)","","","","支付配置","将微信配置修改为支付配置，并修改权限编码以及路由和其他参数的变量名
","","1 ","0 ","","3(#3)","0.50 ","激活(#active)","已关闭(#closed)","功能(#feature)","","","","李昕娉","2026-07-11 14:21:59","罗洋平","2026-07-11 14:21:59","","
黄燚麒(#huang)","2026-07-11 14:25:00","","","","罗洋平","2026-07-11 14:44:28","","","",""
"73 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","行业卡操作停复机","行业卡允许未实名复机
","","1 ","0 ","","3(#3)","1.20 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-11 10:02:33","黄燚麒","2026-07-11 14:22:26","","
黄燚麒(#huang)","2026-07-11 14:22:00","","","","黄燚麒","2026-07-17 16:05:54","","","",""
"64 ","物联网卡管系统(#2)","/(#0)","","","","新卡管支付方式变更","新卡管H5设备新增支付宝支付
","","1 ","0 ","","3(#3)","0.20 ","激活(#active)","已关闭(#closed)","功能(#feature)","","","","李昕娉","2026-07-10 09:37:24","罗洋平","2026-07-10 09:37:24","","
黄燚麒(#huang)","2026-07-10 09:41:00","","","","罗洋平","2026-07-10 10:01:22","","","",""
"63 ","物联网卡管系统(#2)","/(#0)","","","","代理系列授权套餐列表增加滚动条","代理系列授权套餐列表添加滚动条和卡管后台资产信息字段显示顺序。
","","1 ","0 ","","3(#3)","0.20 ","激活(#active)","已关闭(#closed)","功能(#feature)","","","","李昕娉","2026-07-10 09:36:52","罗洋平","2026-07-10 09:36:52","","
黄燚麒(#huang)","2026-07-10 09:41:00","","","","罗洋平","2026-07-10 09:58:35","","","",""
"62 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","新卡管H5需要设置先充值后实名","用户进入H5后需要先绑定手机号后强制先充值后强制实名。这个功能能否进行后台设置，例如这一批设备需要强制先充值后实名，这一批资产可以先实名后充值？
","","1 ","0 ","","3(#3)","3.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-09 17:04:27","李昕娉","2026-07-09 18:13:07","","
黄燚麒(#huang)","2026-07-11 14:23:00","","","","黄燚麒","2026-07-17 16:07:55","","","",""
"60 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","店铺管理新增检索条件","店铺列表搜索栏新增一项：联系电话，便于搜索
","","1 ","0 ","","3(#3)","1.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-09 16:00:56","黄燚麒","2026-07-09 17:37:57","","
黄燚麒(#huang)","2026-07-09 17:37:00","","","","黄燚麒","2026-07-17 16:08:34","","","",""
"57 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","操作拦截","若当前资产存在退款申请时（但为通过审批时），该资产不允许操作换货。且出现提示：该资产存在退款申请
","","1 ","0 ","","3(#3)","1.50 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-09 15:07:17","黄燚麒","2026-07-09 17:32:56","","
黄燚麒(#huang)","2026-07-09 17:32:00","","","","黄燚麒","2026-07-17 16:09:19","","","",""
"55 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","套餐生效条件","套餐延续创建时选择购买即生效或实名即生效的条件，同时在套餐分配时提供修改条件的功能，并以变更后的条件为最终版本
","","1 ","0 ","","1(#1)","5.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-09 11:57:51","黄燚麒","2026-07-09 16:54:53","","
黄燚麒(#huang)","2026-07-09 16:54:00","","","","黄燚麒","2026-07-17 16:11:34","","","",""
"53 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","资产管理查询字段新增","lot卡管理和设备管理新增已实名/未实名的筛选查询条件
","","1 ","0 ","","1(#1)","2.50 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-09 09:39:53","黄燚麒","2026-07-09 16:53:29","","
黄燚麒(#huang)","2026-07-09 16:53:00","","","","黄燚麒","2026-07-17 16:12:35","","","",""
"52 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","对接聚水潭","因很多流程需要聚水潭的配合，故想将聚水潭打通。例如订单接口、发货数据等
","","1 ","0 ","","3(#3)","200.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-09 08:46:31","黄燚麒","2026-07-09 08:46:31","","
黄燚麒(#huang)","2026-07-09 17:38:00","","","","邹进","2026-07-24 20:18:13","","","",""
"51 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","不同品类资产的换货","因换货存在不同资产间的换货，且存在补差价进行卡换设备的操作。但卡的套餐和设备套餐不同会存在补差价等操作。且原卡套餐需失效，新资产设备需要使用设备套餐。直接操作换货，套餐会同步卡套餐，对公司来说成本增加。
","","1 ","0 ","","1(#1)","","草稿(#draft)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 17:54:32","李昕娉","2026-07-09 16:53:05","","","2026-07-09 16:52:00","","","","黄燚麒","2026-07-09 16:53:05","","","",""
"49 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","设备批量分配代理和套餐系列","因设备号不是连号，故需要提供导入excel表的方式进行批量分配代理和套餐系列。excle表头为：设备号
","","1 ","0 ","","1(#1)","5.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 17:43:58","黄燚麒","2026-07-08 17:43:58","","
黄燚麒(#huang)","2026-07-09 16:45:00","","","","黄燚麒","2026-07-17 16:13:53","","","",""
"48 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","根据不同的资产使用不同的支付方式","C端支付时,卡资产只允许支付宝支付以及钱包支付,如果用微信支付就拒绝,设备只允许微信支付以及钱包支付,如果用支付宝支付就拒绝","","1 ","0 ","","1(#1)","4.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:56:52","黄燚麒","2026-07-09 16:45:21","","
黄燚麒(#huang)","2026-07-09 16:45:00","","","","黄燚麒","2026-07-17 16:15:40","","","",""
"47 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","限速规则","根据不同运营商限速规则，基于套餐流量设置不同的卡/设备的限速规则","","1 ","0 ","","3(#3)","3.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:54:39","黄燚麒","2026-07-09 17:30:42","","
黄燚麒(#huang)","2026-07-09 17:27:00","","","","黄燚麒","2026-07-17 16:16:36","","","",""
"46 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","资产信息详情字段新增","资产信息页面卡信息/设备信息板块，将当前生效套餐的过期时间作为一个字段显示且套餐还剩15天到期时该字段高亮显示。","","1 ","0 ","","2(#2)","4.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-08 15:52:36","黄燚麒","2026-07-09 17:25:53","","
黄燚麒(#huang)","2026-07-09 17:25:00","","","","黄燚麒","2026-07-17 16:17:29","","","",""
"45 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","换货管理","| 编号 | 需求 |
| ------- | ---------------------------------------------------- |
| EXC-001 | 修正换货列表旧资产标识和新资产标识显示混乱问题。 |
| EXC-002 | 换货列表中旧资产标识符和新资产标识符均显示为 ICCID。 |
| EXC-003 | 旧资产查询支持 ICCID、接入号、虚拟号。 |
| EXC-004 | 新资产查询支持 ICCID、接入号、虚拟号。 |","","1 ","0 ","","1(#1)","2.50 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-08 15:51:13","黄燚麒","2026-07-09 16:44:46","","
黄燚麒(#huang)","2026-07-09 16:44:00","","","","黄燚麒","2026-07-17 16:18:30","","","",""
"44 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","列表字段新增","| 编号 | 模块 | 新增字段 |
| ------- | ------------ | -------------- |
| COL-001 | 退款管理列表 | 提交人、审批人 |
| COL-002 | 代理充值列表 | 提交人、审批人 |
| COL-003 | 换号管理列表 | 提交人 |","","1 ","0 ","","1(#1)","3.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-08 15:51:13","黄燚麒","2026-07-09 16:44:20","","
黄燚麒(#huang)","2026-07-09 16:44:00","","","","黄燚麒","2026-07-17 16:19:27","","","",""
"43 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","代理系列授权","| 编号 | 需求 |
| ------- | ------------------------------------------------------------ |
| AUT-001 | 代理系列授权-套餐列表中，添加授权套餐支持一次性多选分套餐。 |
| AUT-002 | 授权套餐时展示建议售价。 |
| AUT-003 | 授权套餐时展示公司成本价。 |
| AUT-004 | 已分配套餐和未分配套餐需要明显区分。 |
| AUT-005 | 新增代理系列授权时，选择套餐需明确显示当前代理已经被分配过的套餐。 |","","1 ","0 ","","2(#2)","1.50 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:51:13","黄燚麒","2026-07-09 17:25:42","","
黄燚麒(#huang)","2026-07-09 17:12:00","","","","黄燚麒","2026-07-17 16:20:11","","","",""
"42 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","导出功能","#### 6.8.1 lot 卡导出
##### 支持套餐临期30天内所有资产的导出。字段按照卡/设备的导出表进行导出。
| 编号 | 需求 |
| -------- | ---------------------------- |
| EXPD-001 | lot 卡导出字段新增套餐名称。 |
| EXPD-002 | lot 卡导出字段新增使用流量。 |
| EXPD-003 | lot 卡导出字段新增剩余流量。 |
#### 6.8.2 代理资金概况-预充值钱包流水导出
导出字段：
| 字段 | 说明 |
| ------------------- | ------------------------------------------------------------ |
| 店铺名称 | 代理店铺名称 |
| 交易类型 | 充值、扣款、退款等 |
| 交易金额 | 以元为单位 |
| 状态 | 交易状态 |
| 资产类型 | 卡/设备等 |
| 资产标识 | ICCID/设备号等 |
| 交易时间 | 流水生成时间 |
| 交易前金额 | 交易前余额 |
| 交易后金额 | 交易后余额 |
| 购买套餐名称 | 资产此条扣款记录对应的套餐名称 |
| 操作人 | 明确交易执行主体：代理账号 / 平台账号（明确账号名称） |
| 交易 ID | 每一笔流水的全局唯一主键，彻底避免重复流水、对账串号、精准定位单条交易 |
| 关联业务订单号 | 充值、扣款、退款等交易对应的原始业务订单编号 |
| 交易渠道 / 支付方式 | 明确交易来源：余额支付等 |
#### 6.8.3 套餐列表导出
导出字段：
| 字段 |
| -------------- |
| 套餐编码 |
| 套餐名称 |
| 套餐系列名称 |
| 套餐类型 |
| 套餐时长(月) |
| 套餐时长说明 |
| 套餐周期类型 |
| 套餐天数 |
| 真流量额度(MB) |
| 虚流量额度(MB) |
| 是否启用虚流量 |
| 虚流量比例 |
| 流量重置周期 |
| 到期时间基准 |
| 成本价(元) |
| 建议售价(元) |
| 价格配置状态 |
| 状态 |
| 上架状态 |
| 是否赠送套餐 |
| 创建人ID |
| 更新人ID |
| 创建时间 |
| 更新时间 |
| 删除时间 |
#### 6.8.4 退款管理退款列表导出
导出字段：
| 字段 |
| ---------------- |
| 退款单号 |
| 代理店铺名称 |
| 关联的支付订单号 |
| 资产类型 |
| 资产标识 |
| 套餐名称 |
| 原订单金额 |
| 实收金额 |
| 可退金额 |
| 申请退款金额 |
| 实际退款金额 |
| 退款到账方式 |
| 状态 |
| 退款原因 |
| 备注 |
| 审批备注 |
| 退款申请时间 |
| 退款完成时间 |
| 提交人 |
| 部门领导审批人 |
| 财务审批人 |
| 退款凭证 |
#### 6.8.5 换货管理导出
##### C端客户有自己的唯一标识码。换货管理可以针对该C端客户记录该客户换过几次设备或卡。同时资产本身也做换货标识。
导出字段：
| 字段 |
| ------------ |
| 换货单号 |
| 换货类型 |
| 换货原因 |
| 问题描述 |
| 旧资产类型 |
| 旧资产标识符 |
| 新资产标识符 |
| 收货人姓名 |
| 收货人电话 |
| 收货地址 |
| 快递公司 |
| 快递单号 |
| 状态 |
| 创建人 |
| 创建时间 |
#### 6.8.6 代理充值导出
导出字段：
| 字段 |
| -------------- |
| 充值单号 |
| 店铺名称 |
| 充值类型 |
| 充值金额 |
| 实付金额 |
| 充值前余额 |
| 充值后余额 |
| 状态 |
| 支付方式 |
| 支付通道 |
| 运营备注 |
| 驳回原因 |
| 创建时间 |
| 支付时间 |
| 完成时间 |
| 提交人 |
| 部门领导审批人 |
| 财务审批人 |
| 支付凭证 |
| 备注 |","","1 ","0 ","","1(#1)","8.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 16:42:07","","
黄燚麒(#huang)","2026-07-09 16:40:00","","","","黄燚麒","2026-07-17 16:20:58","","","",""
"41 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","代理查询限制（类似酷蛙这种客户）","下级只能看到上级给的信息。api对接客户无法通过他的上级代理查到我们公司的信息。
| 编号 | 需求 | | ------- | -------------------------------------------------------- | | API-001 | 支持配置代理 API 对接查询限制。下级客户/代理无法跨级查询 |
","","1 ","0 ","","1(#1)","","草稿(#draft)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","李昕娉","2026-07-09 16:42:55","","","2026-07-11 14:24:00","","","","黄燚麒","2026-07-11 14:25:30","","","",""
"40 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","套餐设计","| 编号 | 需求 |
| ------- | ------------------------------------------ |
| PKG-001 | 套餐需标准化管理。 |
| PKG-002 | 套餐下架后，正在使用该套餐的客户仍可续费。 |
| PKG-003 | 下架套餐续费仅支持客户自己购买。 |
| PKG-004 | 下架套餐不可被新购买。 |","","1 ","0 ","","2(#2)","4.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 17:11:34","","
黄燚麒(#huang)","2026-07-09 17:10:00","","","","黄燚麒","2026-07-17 16:21:43","","","",""
"39 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","代理分销码与佣金提现","##### 员工可作为代理发展人进行标识。（在系统中如何体现？）
| 编号 | 需求 |
| ------- | ---------------------------------------------------- |
| DST-001 | 新建代理时自动建立分销归属关系。 |
| DST-002 | 员工可作为代理发展人进行标识。（在系统中如何体现？） |
| DST-003 | 佣金提现前，代理必须签署合同。（必填） |
| DST-004 | 佣金提现需上传营业执照。（可选） |
| DST-005 | 佣金提现需上传法人身份证。（必填） |
| DST-006 | 佣金提现可选上传门头照。（可选） |
| DST-007 | 佣金提现需上传发票，且公司主体需与合同一致。（可选） |","","1 ","0 ","","3(#3)","40.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 17:43:17","","
黄燚麒(#huang)","2026-07-09 17:43:00","","","","邹进","2026-07-24 20:18:13","","","",""
"38 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","不同渠道额度处理","| 编号 | 需求 |
| ------- | ------------------------------------------------------------ |
| BPO-009 | 新建代理时新增“是否可授权额度”开关。平台用户账号默认拥有授权额度。 |
| BPO-010 | 不同代理可设置不同额度下限。平台用户可根据不同的角色设置不同的额度下限。 |
| BPO-011 | 授权额度用于订购套餐、代理余额充值等需要涉及金额的所有模块。 |
| BPO-012 | 授权额度代理可显示负数余额。平台用户也可显示负数余额。 |","","1 ","0 ","","2(#2)","7.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 16:58:16","","
黄燚麒(#huang)","2026-07-09 16:57:00","","","","黄燚麒","2026-07-17 16:22:35","","","",""
"37 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","审核流转","| 编号 | 需求 |
| ------- | ------------------------------------------------------------ |
| APR-001 | 代理可在系统提交充值申请。 |
| APR-002 | 提交充值申请后系统展示收款二维码，代理扫码支付。 |
| APR-003 | 充值和退款均支持多级审核。 |
| APR-004 | 审核环节包括提交人部门领导审核和财务审核。 |
| APR-005 | 待审核订单需有消息提示。 |
| APR-006 | 审核提醒按流程环节触发，上一审批人完成审批后才提示下一审批人。 |
| APR-007 | 审核通过后通知申请人。 |
| APR-008 | 审核驳回后通知申请人，并附带驳回原因。 |
| APR-009 | 审核流程需对接企业微信审批流程。 |","","1 ","0 ","","2(#2)","16.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 16:57:35","","
黄燚麒(#huang)","2026-07-09 16:57:00","","","","黄燚麒","2026-07-17 16:23:22","","","",""
"36 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","批量订购套餐","1. 内部员工进入批量订购页面。
2. 选择代理、ICCID号段/设备号、订购套餐。或上传 Excel 文件，资产标识支持 ICCID/设备号
3. Excel表头：跳转至6.3会显示。
4. 系统校验导入文件和资产状态。
5. 校验通过的资产从代理余额扣款并完成订购。
6. 校验失败的明细在页面展示失败原因。
7. 系统记录操作员、导入明细、导入数量和导入时间。
| 编号 | 需求 |
| ------- | ---------------------------------------------------- |
| BPO-001 | 批量订购由内部员工操作。 |
| BPO-002 | 支持代理自行充值钱包后，由员工批量订购并从余额扣款。 |
| BPO-003 | 支持员工代充值至代理余额后，再批量订购并从余额扣款。 |
| BPO-004 | 批量订购无需审核。 |
| BPO-005 | 资产标识支持 ICCID/设备号。 |
| BPO-006 | 支持 Excel 模板导入。 |
| BPO-007 | 需记录操作员、导入明细、导入数量和导入时间。 |
| BPO-008 | 导入失败明细需展示在页面，并显示失败原因。 |
excel表导入字段：
| 字段 |
| ----------------------------- |
| 资产类型 |
| 资产标识 |
| 套餐系列名称 |
| 套餐名称 |
| 代理名称 |
| 支付方式：代理商账户/员工账户 |","","1 ","0 ","","1(#1)","8.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 16:31:53","","
黄燚麒(#huang)","2026-07-09 16:31:00","","","","黄燚麒","2026-07-17 16:24:11","","","",""
"35 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","退款审核","（审批均可通过企微进行提醒和显示并将最新状态同步至卡管）
1. 员工提交退款申请。
2. 退款单进入多级审核流程。
3. 按部门领导、财务顺序审批。
4. 当前环节审批完成后，下一环节审批人收到消息提示。
5. 审批通过或驳回后通知申请人。","","1 ","0 ","","2(#2)","7.00 ","激活(#active)","研发中(#developing)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 16:56:31","","
黄燚麒(#huang)","2026-07-09 16:55:00","","","","黄燚麒","2026-07-17 16:25:07","","","",""
"34 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","充值审核流程","代理自己充值：
1. 代理在系统提交充值申请。
2. 系统展示收款二维码。
3. 代理扫码支付。
员工代充值：（审批均可通过企微进行提醒和显示并将最新状态同步至卡管）
1. 充值单进入多级审核流程。
2. 提交人部门领导先审批。
3. 财务在上一审批人通过后收到待办提醒并审批。
4. 审批通过后通知申请人。
5. 审批驳回后通知申请人，并展示驳回原因。","","1 ","0 ","","2(#2)","16.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 16:55:42","","
黄燚麒(#huang)","2026-07-09 16:55:00","","","","黄燚麒","2026-07-17 16:26:05","","","",""
"33 ","物联网卡管系统(#2)","/(#0)","7月份迭代计划 [2026-07-10 ~ 2026-07-31](#1)","","","套餐临期提醒","1. 系统每日计算卡/设备套餐剩余有效期。
2. 命中临期规则后生成临期数据。临期提醒规则：按 15 天、7 天、3 天节点分别进行不同方式的提醒。
3. 企业客户场景：按 15 天、7 天、3 天节点生成临期列表，并通过企业微信推送给对应业务员。
4. 代理端场景（展示）：首页展示卡、设备临期数量；资产列表按临期天数高亮。
5. C 端场景（展示）：公众号首页在套餐剩余有效期小于或等于 15天时展示续费提醒，并显示立即续费按钮。
6. 当资产续费成功或不再满足临期条件时，临期提醒自动取消。
#### 6.1.1 企业客户临期提醒
| 编号 | 需求 |
| ------- | ------------------------------------------------------------ |
| EXP-001 | 后台每日生成企业客户临期列表。 |
| EXP-002 | 临期节点包括 15 天、7 天、3 天。 |
| EXP-003 | 系统需对接企业微信，将临期列表推送给对应业务员。 |
| EXP-004 | 同一资产在不同临期节点可重复触发对应节点提醒，但同一节点每日不可重复推送给同一业务员。 |
#### 6.1.2 代理端临期提醒
| 编号 | 需求 |
| ------- | ------------------------------------------------------------ |
| EXP-005 | 代理端首页分别展示临期卡数量和临期设备数量。 |
| EXP-006 | 代理端资产列表对临期资产进行颜色标记。 |
| EXP-007 | 剩余 15 天标记为粉色，剩余 7 天标记为紫色，剩余 3 天标记为红色。 |
| EXP-008 | 剩余 3 天资产在列表中置顶优先展示。 |
#### 6.1.3 C 端公众号首页提醒
| 编号 | 需求 |
| ------- | ------------------------------------------------------------ |
| EXP-009 | 当客户套餐剩余有效期小于或等于 15 天时，公众号首页展示套餐到期提醒。 |
| EXP-010 | 提醒展示卡号/设备号、剩余有效期和续费引导文案。 |
| EXP-011 | 按钮文案为“立即续费”。 |
| EXP-012 | 剩余天数需要按日期每天自动更新。 |
| EXP-013 | 当套餐已续费或不再满足临期条件时，提醒不再展示。 |
推荐展示文案：
您的套餐即将到期
卡号/设备号：xxx
剩余有效期：xx 天
为避免到期后影响正常使用，请您提前完成续费。","","1 ","0 ","","1(#1)","8.00 ","激活(#active)","已计划(#planned)","功能(#feature)","","","","李昕娉","2026-07-08 15:49:25","黄燚麒","2026-07-09 16:30:06","","
黄燚麒(#huang)","2026-07-09 16:29:00","","","","黄燚麒","2026-07-17 16:26:41","","","",""