artifact: add FPA analysis outputs through round 6
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---
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artifact_type: page
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slug: case-workspace
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round: 3
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status: draft
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project: maxcpa
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title: 案件工作台
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---
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# 案件工作台
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## Route Information
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- Route: `/workspace/cases/:caseId`
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## Accessible Persona
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- Accountant
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- Firm Owner
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## Story Steps Covered
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- `会计师 / Activity 2 / Step 1`: 评估客户当前需求
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- `会计师 / Activity 2 / Step 2`: 形成价格判断并做必要调整
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- `会计师 / Activity 2 / Step 3`: 把合作条件清楚传达给客户
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- `会计师 / Activity 3 / Step 1`: 查看还缺哪些资料
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- `会计师 / Activity 3 / Step 2`: 判断已提交内容是否完整可用
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- `会计师 / Activity 3 / Step 3`: 在必要时再次提醒客户补交
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- `会计师 / Activity 4 / Step 2`: 跟踪每个案件当前卡住的位置
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- `会计师 / Activity 4 / Step 3`: 在截止日前完成关键推进
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- `会计师 / Activity 5 / Step 1`: 发起最终确认动作
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- `会计师 / Activity 5 / Step 2`: 确认客户已完成必要回应
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- `事务所老板 / Activity 1 / Step 2`: 区分逾期、紧急和正常事项
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## Page Responsibility
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围绕单个案件聚合需求判断、报价、资料状态、提醒、进度、签字和风险信号,成为会计师推进执行与老板下钻干预的共同工作面。
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## Related Features
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- 服务范围与报价工作流
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- 资料完整性核验
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- 客户补件提醒
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- 案件进度与风险跟踪
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- 收尾确认与签字发起
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