派单统计时机：生成链接不计派单；客户填单成功才计；退款/结单在真正完成时统计。

客服日统计联动：update_shangjia_daily(..., order_id=...) 会同步更新对应派单客服的日统计。
客服 /me 接口：返回今日/累计派单、结单、退款等 stats。
角色权限修复：预置角色（总管/财务/派单员）每次访问时强制同步权限，换角色后权限才生效。
展示增强：订单详情带派单员头像；客服列表带金额字段；管理员同意退款补商家+客服统计。

merchant_ops/services/bootstrap.py

@@ -13,6 +13,16 @@ def seed_global_permissions():
         )
 
 
+def _sync_role_permissions(role, perm_codes):
+    """同步角色权限（系统预置角色与模板保持一致）。"""
+    perm_codes = set(perm_codes or [])
+    existing = set(role.role_permissions.values_list('perm_code', flat=True))
+    for code in perm_codes - existing:
+        MerchantStaffRolePermission.objects.get_or_create(role=role, perm_code=code)
+    if role.is_system:
+        role.role_permissions.exclude(perm_code__in=perm_codes).delete()
+
+
 def ensure_system_role_templates():
     seed_global_permissions()
     for tpl in SYSTEM_ROLE_TEMPLATES:
@@ -27,18 +37,15 @@ def ensure_system_role_templates():
                 'status': 1,
             },
         )
-        for perm in tpl['permissions']:
-            MerchantStaffRolePermission.objects.get_or_create(
-                role=role, perm_code=perm,
-            )
+        _sync_role_permissions(role, tpl['permissions'])
 
 
 def ensure_merchant_roles(merchant_id):
-    """为商家复制系统角色模板（若尚未存在）。"""
+    """为商家复制系统角色模板，并同步预置角色权限。"""
     ensure_system_role_templates()
     templates = MerchantStaffRole.query.filter(merchant_id=None, status=1)
     for tpl in templates:
-        role, created = MerchantStaffRole.objects.get_or_create(
+        role, _ = MerchantStaffRole.objects.get_or_create(
             merchant_id=merchant_id,
             role_code=tpl.role_code,
             defaults={
@@ -49,8 +56,5 @@ def ensure_merchant_roles(merchant_id):
                 'status': 1,
             },
         )
-        if created:
-            for rp in tpl.role_permissions.all():
-                MerchantStaffRolePermission.objects.get_or_create(
-                    role=role, perm_code=rp.perm_code,
-                )
+        tpl_perms = list(tpl.role_permissions.values_list('perm_code', flat=True))
+        _sync_role_permissions(role, tpl_perms)

merchant_ops/services/stats.py

@@ -98,6 +98,40 @@ def update_merchant_and_staff_stats(merchant_id, staff_member, amount, action, o
         )
 
 
+def get_staff_stats_payload(member):
+    """子客服个人统计（今日 + 累计），供 /me 与首页展示。"""
+    from django.db.models import Sum
+
+    today = date.today()
+    today_stat = MerchantStaffDailyStats.objects.filter(
+        member_id=member.id, stat_date=today,
+    ).first()
+    total = MerchantStaffDailyStats.objects.filter(member_id=member.id).aggregate(
+        dispatch_count=Sum('dispatch_count'),
+        dispatch_amount=Sum('dispatch_amount'),
+        settle_count=Sum('settle_count'),
+        settle_amount=Sum('settle_amount'),
+        refund_count=Sum('refund_count'),
+        refund_amount=Sum('refund_amount'),
+    )
+    return {
+        'today_dispatch_count': (
+            today_stat.dispatch_count if today_stat else int(member.today_dispatch_count or 0)
+        ),
+        'today_dispatch_amount': str(
+            today_stat.dispatch_amount if today_stat else (member.today_dispatch_amount or '0.00')
+        ),
+        'today_refund_count': today_stat.refund_count if today_stat else 0,
+        'today_settle_count': today_stat.settle_count if today_stat else 0,
+        'dispatch_count': total['dispatch_count'] or 0,
+        'dispatch_amount': str(total['dispatch_amount'] or '0.00'),
+        'settle_count': total['settle_count'] or 0,
+        'settle_amount': str(total['settle_amount'] or '0.00'),
+        'refund_count': total['refund_count'] or 0,
+        'refund_amount': str(total['refund_amount'] or '0.00'),
+    }
+
+
 def bump_cancel_count(merchant_id, staff_member):
     if not staff_member:
         return

merchant_ops/views_manage.py

@@ -45,6 +45,18 @@ def _role_prefix(role_code):
     return m.get(role_code, 'KF')
 
 
+def _role_hint(role_code, tpl_desc=None):
+    hints = {
+        'CHIEF': '总管：除老板专属外，订单/派单/客服/额度/罚单等均可操作',
+        'FINANCE': '财务：查看余额与额度、划额度、看全部订单与统计，不可派单结单',
+        'DISPATCHER': '派单员：派单发单、只看自己派的单，不可结单退款',
+    }
+    if role_code in hints:
+        return hints[role_code]
+    name = (tpl_desc or {}).get(role_code) or role_code
+    return f'自定义角色：{name}'
+
+
 class StaffInviteCreateView(APIView):
     permission_classes = [IsAuthenticated]
 
@@ -188,15 +200,24 @@ class StaffMemberUpdateRoleView(APIView):
             ensure_owner_merchant(request.user.UserUID, request.user)
             member_id = request.data.get('member_id')
             role_id = request.data.get('role_id')
-            m = MerchantStaffMember.query.get(id=member_id, merchant_id=request.user.UserUID, status=MEMBER_STATUS_ACTIVE)
-            role = MerchantStaffRole.query.get(id=role_id, merchant_id=request.user.UserUID)
+            m = MerchantStaffMember.query.get(
+                id=member_id, merchant_id=request.user.UserUID, status=MEMBER_STATUS_ACTIVE,
+            )
+            role = MerchantStaffRole.query.get(id=role_id, merchant_id=request.user.UserUID, status=1)
             old = m.role_id
             m.role = role
             m.save(update_fields=['role'])
             audit_owner(request.user.UserUID, request.user.UserUID, 'MEMBER_UPDATE_ROLE', request,
                         resource_type='member', resource_id=member_id,
                         value_before={'role_id': old}, value_after={'role_id': role_id})
-            return Response({'code': 0, 'msg': '成功', 'data': None})
+            perms = list(role.role_permissions.values_list('perm_code', flat=True))
+            return Response({'code': 0, 'msg': '角色已更新', 'data': {
+                'member_id': m.id,
+                'role_id': role.id,
+                'role_code': role.role_code,
+                'role_name': role.role_name,
+                'permissions': perms,
+            }})
         except Exception as e:
             return _err(e)
 
@@ -242,14 +263,21 @@ class StaffRoleListView(APIView):
 
     def post(self, request):
         try:
+            from merchant_ops.constants import PERMISSION_DEFINITIONS, SYSTEM_ROLE_TEMPLATES
             ensure_owner_merchant(request.user.UserUID, request.user)
             roles = MerchantStaffRole.query.filter(merchant_id=request.user.UserUID, status=1)
+            tpl_desc = {t['role_code']: t['role_name'] for t in SYSTEM_ROLE_TEMPLATES}
             data = []
             for r in roles:
                 perms = list(r.role_permissions.values_list('perm_code', flat=True))
+                perm_labels = [
+                    dict(PERMISSION_DEFINITIONS).get(p, p) for p in perms
+                ]
                 data.append({
                     'id': r.id, 'role_code': r.role_code, 'role_name': r.role_name,
                     'is_system': r.is_system, 'permissions': perms,
+                    'permission_labels': perm_labels,
+                    'role_hint': _role_hint(r.role_code, tpl_desc),
                 })
             all_perms = list(MerchantStaffPermission.query.filter(status=1).order_by('sort_order').values(
                 'perm_code', 'perm_name'))

merchant_ops/views_staff.py

@@ -13,7 +13,9 @@ from merchant_ops.services.authz import (
     StaffAuthError, assert_can_bind_staff, get_active_staff_member, resolve_staff_context,
 )
 from merchant_ops.services.audit import audit_staff
+from merchant_ops.services.stats import get_staff_stats_payload
 from merchant_ops.services.wallet import get_or_create_wallet
+from merchant_ops.services.bootstrap import ensure_merchant_roles
 from users.business_models import User
 from users.models import UserShangjia
 
@@ -99,9 +101,13 @@ class StaffMeView(APIView):
         if not ctx:
             return Response({'code': 404, 'msg': '非子客服身份', 'data': None})
         member = get_active_staff_member(request.user)
+        ensure_merchant_roles(member.merchant_id)
+        member.refresh_from_db()
+        ctx = resolve_staff_context(request.user)
         shangjia = UserShangjia.query.filter(user__UserUID=member.merchant_id).first()
         ctx['merchant_display'] = {
             'nicheng': shangjia.nicheng if shangjia else '',
             'sjyue': str(shangjia.yue) if shangjia else '0',
         }
+        ctx['stats'] = get_staff_stats_payload(member)
         return Response({'code': 0, 'msg': '成功', 'data': ctx})