artifact: add FPA analysis outputs through round 6

2026-06-20 14:08:46 +08:00
commit 8bf8795f96
105 changed files with 4324 additions and 0 deletions
@@ -0,0 +1,33 @@
+---
+artifact_type: page
+slug: client-record
+round: 3
+status: draft
+project: maxcpa
+title: 客户档案页
+---
+
+# 客户档案页
+
+## Route Information
+
+- Route: `/workspace/clients/:clientId`
+
+## Accessible Persona
+
+- Accountant
+- Firm Owner
+
+## Story Steps Covered
+
+- `会计师 / Activity 5 / Step 3`: 让本次服务留下完整记录
+- `事务所老板 / Activity 5 / Step 3`: 形成可持续维护的经营判断
+
+## Page Responsibility
+
+沉淀客户基础资料、服务历史、介绍关系、AI 画像和归档记录，支持会计师减少重复沟通，也让老板从单个客户视角理解长期资产价值。
+
+## Related Features
+
+- 客户历史归档
+- 转介绍关系洞察