diff --git a/addons/shopro_huifu/application/admin/controller/shopro_huifu/Onboard.php b/addons/shopro_huifu/application/admin/controller/shopro_huifu/Onboard.php
index bdd4324..b128ba4 100644
--- a/addons/shopro_huifu/application/admin/controller/shopro_huifu/Onboard.php
+++ b/addons/shopro_huifu/application/admin/controller/shopro_huifu/Onboard.php
@@ -2,7 +2,10 @@
 
 namespace app\admin\controller\shopro_huifu;
 
+use addons\shopro_huifu\library\onboard\HuifuOnboardAdminService;
 use addons\shopro_huifu\library\onboard\HuifuOnboardAdminView;
+use addons\shopro_huifu\library\onboard\HuifuOnboardBankBranch;
+use addons\shopro_huifu\library\onboard\HuifuOnboardError;
 use addons\shopro_huifu\library\onboard\HuifuOnboardQuery;
 use addons\shopro_huifu\library\onboard\HuifuOnboardService;
 use addons\shopro_huifu\model\Onboard as OnboardModel;
@@ -10,6 +13,8 @@ use app\admin\controller\shopro\Base;
 
 class Onboard extends Base
 {
+    protected $noNeedRight = ['userRoles', 'searchBranch'];
+
     public function index()
     {
         if ($this->request->isAjax()) {
@@ -74,6 +79,78 @@ class Onboard extends Base
         }
     }
 
+    public function add()
+    {
+        if ($this->request->isPost()) {
+            return $this->persistDraft();
+        }
+        return $this->view->fetch();
+    }
+
+    public function edit($ids = null)
+    {
+        $row = OnboardModel::get($ids);
+        if (!$row) {
+            $this->error('记录不存在');
+        }
+        if ($this->request->isPost()) {
+            return $this->persistDraft($row);
+        }
+        $this->assignconfig('onboardForm', HuifuOnboardAdminView::formDataFromRow($row));
+        return $this->view->fetch('shopro_huifu/onboard/add');
+    }
+
+    public function userRoles()
+    {
+        $userId = intval($this->request->get('user_id', 0));
+        if ($userId <= 0) {
+            $this->error('请选择用户');
+        }
+        $user = HuifuOnboardAdminView::enrichListRow(['user_id' => $userId, 'payload' => '']);
+        $this->success('ok', null, [
+            'user' => [
+                'id' => $userId,
+                'nickname' => $user['user_nickname'] ?? '',
+                'mobile' => $user['user_mobile'] ?? '',
+            ],
+            'roles' => HuifuOnboardAdminView::listRolesForUser($userId),
+        ]);
+    }
+
+    public function searchBranch()
+    {
+        $keyword = trim((string) $this->request->get('keyword', ''));
+        $areaId = trim((string) $this->request->get('area_id', ''));
+        $this->success('ok', null, HuifuOnboardBankBranch::search($keyword, $areaId, 20));
+    }
+
+    protected function persistDraft($row = null)
+    {
+        $userId = intval($this->request->post('user_id', 0));
+        $roleType = trim((string) $this->request->post('role_type', ''));
+        $roleRefId = intval($this->request->post('role_ref_id', 0));
+        $form = $this->request->post('form/a', []);
+        if ($row) {
+            $userId = intval($row['user_id']);
+            $roleType = $row['role_type'];
+            $roleRefId = intval($row['role_ref_id']);
+        }
+        if (!$form || !is_array($form)) {
+            $this->error('请填写进件资料');
+        }
+        try {
+            $service = new HuifuOnboardAdminService();
+            $saved = $service->saveDraft($userId, $roleType, $roleRefId, $form);
+            $this->success('进件资料已保存，状态为待后台审核', null, [
+                'id' => $saved ? $saved['id'] : 0,
+            ]);
+        } catch (\InvalidArgumentException $e) {
+            $this->error($e->getMessage());
+        } catch (\Throwable $e) {
+            $this->error(HuifuOnboardError::translate($e->getMessage()));
+        }
+    }
+
     public function retry($ids = null)
     {
         $row = OnboardModel::get($ids);
diff --git a/addons/shopro_huifu/application/admin/view/shopro_huifu/onboard/add.html b/addons/shopro_huifu/application/admin/view/shopro_huifu/onboard/add.html
new file mode 100644
index 0000000..18f46cd
--- /dev/null
+++ b/addons/shopro_huifu/application/admin/view/shopro_huifu/onboard/add.html
@@ -0,0 +1,180 @@
+<link rel="stylesheet" href="__CDN__/assets/addons/shopro/libs/element/element.css">
+<style>
+[v-cloak] { display: none; }
+#huifuOnboardAdd { padding: 16px 20px 24px; color: #444; max-height: 78vh; overflow-y: auto; }
+#huifuOnboardAdd .form-input { width: 100%; }
+#huifuOnboardAdd .section-title { font-size: 14px; font-weight: 600; margin: 18px 0 12px; padding-left: 8px; border-left: 3px solid #409EFF; }
+#huifuOnboardAdd .field-tip { color: #909399; font-size: 12px; line-height: 1.5; margin-top: 4px; }
+#huifuOnboardAdd .upload-box { width: 140px; height: 90px; border: 1px dashed #dcdfe6; border-radius: 4px; display: flex; align-items: center; justify-content: center; overflow: hidden; background: #fafafa; }
+#huifuOnboardAdd .upload-box img { width: 100%; height: 100%; object-fit: cover; }
+#huifuOnboardAdd .branch-item { padding: 8px 0; border-bottom: 1px solid #f0f0f0; cursor: pointer; }
+#huifuOnboardAdd .branch-item:hover { background: #f5f7fa; }
+#huifuOnboardAdd .branch-panel { max-height: 180px; overflow-y: auto; border: 1px solid #ebeef5; border-radius: 4px; padding: 0 10px; margin-top: 6px; }
+</style>
+<script src="__CDN__/assets/addons/shopro/libs/vue.js"></script>
+<script src="__CDN__/assets/addons/shopro/libs/element/element.js"></script>
+<div id="huifuOnboardAdd" v-cloak>
+    <el-form label-width="120px" size="small">
+        <div class="section-title">用户与角色</div>
+        <el-form-item label="选择用户" v-if="!isEdit">
+            <el-select v-model="userId" filterable remote reserve-keyword placeholder="输入昵称/手机号/ID搜索" :remote-method="searchUser" :loading="userLoading" class="form-input" @change="onUserChange">
+                <el-option v-for="item in userOptions" :key="item.id" :label="item.nickname + ' (' + (item.mobile || item.id) + ')'" :value="item.id"></el-option>
+            </el-select>
+        </el-form-item>
+        <el-form-item label="用户" v-else>
+            <span>{{ userLabel }}</span>
+        </el-form-item>
+        <el-form-item label="进件角色" v-if="!isEdit">
+            <el-select v-model="roleKey" placeholder="请先选择用户" class="form-input" :disabled="!roleOptions.length" @change="onRoleChange">
+                <el-option v-for="item in roleOptions" :key="item.role_type + '-' + item.role_ref_id" :label="item.role_label + (item.onboard_status ? ' [' + item.onboard_status + ']' : '')" :value="item.role_type + ':' + item.role_ref_id" :disabled="!item.can_save">
+                    <span>{{ item.role_label }}</span>
+                    <span style="color:#909399;font-size:12px;margin-left:8px;">{{ item.disabled_reason || (item.onboard_status ? '已有记录:' + item.onboard_status : '新建') }}</span>
+                </el-option>
+            </el-select>
+        </el-form-item>
+        <el-form-item label="进件角色" v-else>
+            <span>{{ roleLabel }}</span>
+        </el-form-item>
+
+        <div class="section-title">账户类型</div>
+        <el-form-item label="结算账户类型">
+            <el-radio-group v-model="form.account_type">
+                <el-radio label="indv">个人</el-radio>
+                <el-radio label="ent">个体户/企业</el-radio>
+            </el-radio-group>
+        </el-form-item>
+        <el-form-item label="银行卡类型" v-if="form.account_type === 'ent'">
+            <el-radio-group v-model="form.bank_account_type">
+                <el-radio label="0">对私</el-radio>
+                <el-radio label="1">对公</el-radio>
+            </el-radio-group>
+        </el-form-item>
+
+        <template v-if="form.account_type === 'indv'">
+            <div class="section-title">身份实名信息</div>
+            <el-form-item label="真实姓名" required>
+                <el-input v-model="form.name" class="form-input" placeholder="与身份证一致"></el-input>
+            </el-form-item>
+            <el-form-item label="身份证号" required>
+                <el-input v-model="form.cert_no" maxlength="18" class="form-input"></el-input>
+            </el-form-item>
+            <el-form-item label="证件有效期">
+                <el-radio-group v-model="form.cert_validity_type">
+                    <el-radio label="1">长期有效</el-radio>
+                    <el-radio label="0">有截止日期</el-radio>
+                </el-radio-group>
+            </el-form-item>
+            <el-form-item label="证件开始日期" required>
+                <el-date-picker v-model="form.cert_begin_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" placeholder="选择日期" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="证件截止日期" v-if="form.cert_validity_type === '0'" required>
+                <el-date-picker v-model="form.cert_end_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" placeholder="长期可填20991231" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="手机号" required>
+                <el-input v-model="form.mobile_no" maxlength="11" class="form-input"></el-input>
+            </el-form-item>
+            <el-form-item label="所在区域" required>
+                <el-cascader v-model="regionPath" :options="areaOptions" :props="areaProps" filterable clearable class="form-input" @change="onRegionChange"></el-cascader>
+            </el-form-item>
+            <el-form-item label="详细地址" required>
+                <el-input v-model="form.reg_detail" class="form-input" placeholder="详细居住地址"></el-input>
+            </el-form-item>
+            <el-form-item label="身份证人像面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('id_card_front_url', res)">
+                    <div class="upload-box">
+                        <img v-if="form.id_card_front_url" :src="form.id_card_front_url">
+                        <span v-else style="color:#909399;font-size:12px;">点击上传</span>
+                    </div>
+                </el-upload>
+            </el-form-item>
+            <el-form-item label="身份证国徽面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('id_card_back_url', res)">
+                    <div class="upload-box">
+                        <img v-if="form.id_card_back_url" :src="form.id_card_back_url">
+                        <span v-else style="color:#909399;font-size:12px;">点击上传</span>
+                    </div>
+                </el-upload>
+            </el-form-item>
+        </template>
+
+        <template v-else>
+            <div class="section-title">商户信息</div>
+            <el-form-item label="商户名称" required><el-input v-model="form.reg_name" class="form-input"></el-input></el-form-item>
+            <el-form-item label="统一社会信用代码" required><el-input v-model="form.license_code" maxlength="18" class="form-input"></el-input></el-form-item>
+            <el-form-item label="执照有效期">
+                <el-radio-group v-model="form.license_validity_type"><el-radio label="1">长期</el-radio><el-radio label="0">有截止</el-radio></el-radio-group>
+            </el-form-item>
+            <el-form-item label="执照开始日期" required>
+                <el-date-picker v-model="form.license_begin_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="执照截止日期" v-if="form.license_validity_type === '0'" required>
+                <el-date-picker v-model="form.license_end_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="所在区域" required>
+                <el-cascader v-model="regionPath" :options="areaOptions" :props="areaProps" filterable clearable class="form-input" @change="onRegionChange"></el-cascader>
+            </el-form-item>
+            <el-form-item label="详细地址" required><el-input v-model="form.reg_detail" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人姓名" required><el-input v-model="form.legal_name" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人手机号" required><el-input v-model="form.legal_mobile" maxlength="11" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人身份证号" required><el-input v-model="form.legal_cert_no" maxlength="18" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人证件有效期">
+                <el-radio-group v-model="form.legal_cert_validity_type"><el-radio label="1">长期</el-radio><el-radio label="0">有截止</el-radio></el-radio-group>
+            </el-form-item>
+            <el-form-item label="法人证件开始" required>
+                <el-date-picker v-model="form.legal_cert_begin_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="法人证件截止" v-if="form.legal_cert_validity_type === '0'" required>
+                <el-date-picker v-model="form.legal_cert_end_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="营业执照" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('license_url', res)">
+                    <div class="upload-box"><img v-if="form.license_url" :src="form.license_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+                </el-upload>
+            </el-form-item>
+            <el-form-item label="法人身份证人像面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('legal_id_front_url', res)">
+                    <div class="upload-box"><img v-if="form.legal_id_front_url" :src="form.legal_id_front_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+                </el-upload>
+            </el-form-item>
+            <el-form-item label="法人身份证国徽面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('legal_id_back_url', res)">
+                    <div class="upload-box"><img v-if="form.legal_id_back_url" :src="form.legal_id_back_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+                </el-upload>
+            </el-form-item>
+        </template>
+
+        <div class="section-title">结算账户信息</div>
+        <el-form-item label="银行卡号" required>
+            <el-input v-model="form.card_no" class="form-input" placeholder="一类借记卡"></el-input>
+        </el-form-item>
+        <el-form-item label="开户银行支行" required>
+            <el-input v-model="branchKeyword" class="form-input" placeholder="搜索支行名称" @input="onBranchInput"></el-input>
+            <div class="field-tip" v-if="form.branch_name">已选：{{ form.branch_name }}（{{ form.branch_code }}）</div>
+            <div class="branch-panel" v-if="branchResults.length">
+                <div class="branch-item" v-for="(item, idx) in branchResults" :key="idx" @click="selectBranch(item)">
+                    <div>{{ item.branch_name }}</div>
+                    <div style="color:#909399;font-size:12px;">{{ item.branch_code }}</div>
+                </div>
+            </div>
+        </el-form-item>
+        <el-form-item label="银行预留手机号" required>
+            <el-input v-model="bankMobile" maxlength="11" class="form-input"></el-input>
+        </el-form-item>
+        <el-form-item label="银行卡正面照">
+            <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('bank_card_url', res)">
+                <div class="upload-box"><img v-if="form.bank_card_url" :src="form.bank_card_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+            </el-upload>
+            <div class="field-tip">建议上传，可加快审核</div>
+        </el-form-item>
+        <el-form-item label="开户许可证" v-if="form.account_type === 'ent' && form.bank_account_type === '1'" required>
+            <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('account_permit_url', res)">
+                <div class="upload-box"><img v-if="form.account_permit_url" :src="form.account_permit_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+            </el-upload>
+        </el-form-item>
+
+        <el-form-item>
+            <el-button type="primary" :loading="saving" @click="submitForm">{{ isEdit ? '保存修改' : '保存进件资料' }}</el-button>
+            <el-button @click="closeForm">取消</el-button>
+        </el-form-item>
+    </el-form>
+</div>
diff --git a/addons/shopro_huifu/application/admin/view/shopro_huifu/onboard/index.html b/addons/shopro_huifu/application/admin/view/shopro_huifu/onboard/index.html
index af7e9be..3cf659b 100644
--- a/addons/shopro_huifu/application/admin/view/shopro_huifu/onboard/index.html
+++ b/addons/shopro_huifu/application/admin/view/shopro_huifu/onboard/index.html
@@ -33,6 +33,7 @@
                     <el-option label="已驳回" value="rejected"></el-option>
                     <el-option label="失败" value="failed"></el-option>
                 </el-select>
+                <el-button size="small" type="success" @click="openCreate" style="margin-left:8px;">新建进件</el-button>
                 <el-button size="small" type="primary" @click="getList" style="margin-left:8px;">刷新列表</el-button>
             </div>
             <el-table :data="listData" v-loading="loading" border empty-text="暂无进件记录">
@@ -55,9 +56,10 @@
                 <el-table-column prop="updatetime" label="更新时间" width="160">
                     <template slot-scope="scope">{{ formatTime(scope.row.updatetime) }}</template>
                 </el-table-column>
-                <el-table-column label="操作" width="240" fixed="right">
+                <el-table-column label="操作" width="300" fixed="right">
                     <template slot-scope="scope">
                         <el-button size="mini" type="text" @click="openDetail(scope.row.id)">查看资料</el-button>
+                        <el-button size="mini" type="text" @click="openEdit(scope.row.id)" v-if="canEditRow(scope.row)">编辑</el-button>
                         <el-button size="mini" type="primary" @click="submitRow(scope.row.id)" v-if="scope.row.onboard_status === 'draft'">提交汇付</el-button>
                         <el-button size="mini" @click="pollRow(scope.row.id)" v-if="scope.row.onboard_status !== 'draft' && scope.row.onboard_status !== 'approved'">刷新</el-button>
                         <el-button size="mini" type="warning" @click="retryRow(scope.row.id)" v-if="scope.row.onboard_status === 'rejected' || scope.row.onboard_status === 'failed'">重提</el-button>
@@ -133,6 +135,7 @@
         </div>
         <span slot="footer">
             <el-button @click="detailVisible = false">关闭</el-button>
+            <el-button v-if="detailData && canEditRow(detailData.record)" @click="editFromDetail">编辑资料</el-button>
             <el-button type="primary" v-if="detailData && detailData.can_submit_huifu" @click="submitFromDetail">提交汇付</el-button>
             <el-button v-if="detailData && detailData.can_poll" @click="pollFromDetail">刷新状态</el-button>
             <el-button type="warning" v-if="detailData && detailData.can_retry_huifu" @click="retryFromDetail">重新提交</el-button>
diff --git a/addons/shopro_huifu/config/menu.php b/addons/shopro_huifu/config/menu.php
index c2f1114..518e54b 100644
--- a/addons/shopro_huifu/config/menu.php
+++ b/addons/shopro_huifu/config/menu.php
@@ -25,6 +25,10 @@ return [
         'weigh'   => 4,
         'sublist' => [
             ['type' => 'file', 'name' => 'shopro_huifu/onboard/index', 'title' => '查看', 'ismenu' => 0],
+            ['type' => 'file', 'name' => 'shopro_huifu/onboard/add', 'title' => '新建进件', 'ismenu' => 0],
+            ['type' => 'file', 'name' => 'shopro_huifu/onboard/edit', 'title' => '编辑进件', 'ismenu' => 0],
+            ['type' => 'file', 'name' => 'shopro_huifu/onboard/userRoles', 'title' => '用户角色', 'ismenu' => 0],
+            ['type' => 'file', 'name' => 'shopro_huifu/onboard/searchBranch', 'title' => '搜索支行', 'ismenu' => 0],
             ['type' => 'file', 'name' => 'shopro_huifu/onboard/detail', 'title' => '查看资料', 'ismenu' => 0],
             ['type' => 'file', 'name' => 'shopro_huifu/onboard/poll', 'title' => '刷新状态', 'ismenu' => 0],
             ['type' => 'file', 'name' => 'shopro_huifu/onboard/submit', 'title' => '提交汇付', 'ismenu' => 0],
diff --git a/addons/shopro_huifu/library/onboard/HuifuOnboardAdminService.php b/addons/shopro_huifu/library/onboard/HuifuOnboardAdminService.php
new file mode 100644
index 0000000..03121fc
--- /dev/null
+++ b/addons/shopro_huifu/library/onboard/HuifuOnboardAdminService.php
@@ -0,0 +1,47 @@
+<?php
+
+namespace addons\shopro_huifu\library\onboard;
+
+use addons\shopro_huifu\model\Onboard;
+use think\Db;
+
+class HuifuOnboardAdminService
+{
+    public function saveDraft($userId, $roleType, $roleRefId, array $formData)
+    {
+        $userId = intval($userId);
+        $roleRefId = intval($roleRefId);
+        if ($userId <= 0) {
+            throw new \InvalidArgumentException('请选择用户');
+        }
+        if (!in_array($roleType, ['promoter', 'regional_agent'], true)) {
+            throw new \InvalidArgumentException('请选择进件角色');
+        }
+        $this->assertRoleBinding($userId, $roleType, $roleRefId);
+
+        $service = new HuifuOnboardService();
+        return $service->saveDraft($userId, $roleType, $roleRefId, $formData);
+    }
+
+    protected function assertRoleBinding($userId, $roleType, $roleRefId)
+    {
+        if ($roleType === 'promoter') {
+            if ($roleRefId !== $userId) {
+                throw new \InvalidArgumentException('分销商角色参数无效');
+            }
+            $agent = Db::name('shopro_commission_agent')->where('user_id', $userId)->find();
+            if (!$agent) {
+                throw new \InvalidArgumentException('该用户不是分销商，无法创建分销商进件');
+            }
+            return;
+        }
+
+        $agent = Db::name('shopro_regional_agent')
+            ->where('id', $roleRefId)
+            ->where('user_id', $userId)
+            ->find();
+        if (!$agent) {
+            throw new \InvalidArgumentException('区域公司与用户不匹配');
+        }
+    }
+}
diff --git a/addons/shopro_huifu/library/onboard/HuifuOnboardAdminView.php b/addons/shopro_huifu/library/onboard/HuifuOnboardAdminView.php
index 8933cb2..fa27a94 100644
--- a/addons/shopro_huifu/library/onboard/HuifuOnboardAdminView.php
+++ b/addons/shopro_huifu/library/onboard/HuifuOnboardAdminView.php
@@ -206,4 +206,140 @@ class HuifuOnboardAdminView
         }
         return substr($value, 0, 4) . '-' . substr($value, 4, 2) . '-' . substr($value, 6, 2);
     }
+
+    /**
+     * 后台新建/编辑进件：列出用户可绑定的角色
+     */
+    public static function listRolesForUser($userId)
+    {
+        $userId = intval($userId);
+        if ($userId <= 0) {
+            return [];
+        }
+        $roles = [];
+        $commissionAgent = Db::name('shopro_commission_agent')->where('user_id', $userId)->find();
+        if ($commissionAgent) {
+            $row = \addons\shopro_huifu\model\Onboard::findByRole($userId, 'promoter', $userId);
+            $roles[] = self::buildRoleOption(
+                'promoter',
+                $userId,
+                '分销商',
+                $commissionAgent['status'] ?? '',
+                $row
+            );
+        }
+        $regionalAgents = Db::name('shopro_regional_agent')->where('user_id', $userId)->order('id desc')->select();
+        foreach ($regionalAgents as $agent) {
+            $row = \addons\shopro_huifu\model\Onboard::findByRole($userId, 'regional_agent', $agent['id']);
+            $label = '区域公司';
+            if (!empty($agent['area_name'])) {
+                $label .= '（' . $agent['area_name'] . '）';
+            }
+            $roles[] = self::buildRoleOption(
+                'regional_agent',
+                $agent['id'],
+                $label,
+                $agent['status'] ?? '',
+                $row
+            );
+        }
+        return $roles;
+    }
+
+    protected static function buildRoleOption($roleType, $roleRefId, $label, $agentStatus, $onboardRow)
+    {
+        $onboardStatus = $onboardRow ? ($onboardRow['onboard_status'] ?? '') : '';
+        $blocked = $onboardRow && in_array($onboardStatus, [
+            \addons\shopro_huifu\model\Onboard::STATUS_SUBMITTING,
+            \addons\shopro_huifu\model\Onboard::STATUS_BASIC_OK,
+            \addons\shopro_huifu\model\Onboard::STATUS_BUSI_PENDING,
+            \addons\shopro_huifu\model\Onboard::STATUS_APPROVED,
+        ], true);
+        return [
+            'role_type' => $roleType,
+            'role_ref_id' => $roleRefId,
+            'role_label' => $label,
+            'agent_status' => $agentStatus,
+            'onboard_id' => $onboardRow ? intval($onboardRow['id']) : 0,
+            'onboard_status' => $onboardStatus ?: null,
+            'can_save' => !$blocked,
+            'disabled_reason' => $blocked ? '该角色进件处理中或已通过，不可新建/覆盖' : '',
+        ];
+    }
+
+    public static function defaultFormData()
+    {
+        return [
+            'account_type' => 'indv',
+            'bank_account_type' => '0',
+            'name' => '',
+            'cert_no' => '',
+            'cert_validity_type' => '1',
+            'cert_begin_date' => '',
+            'cert_end_date' => '',
+            'mobile_no' => '',
+            'reg_detail' => '',
+            'shopro_province_id' => '',
+            'shopro_city_id' => '',
+            'shopro_district_id' => '',
+            'prov_id' => '',
+            'area_id' => '',
+            'district_id' => '',
+            'card_no' => '',
+            'card_name' => '',
+            'branch_code' => '',
+            'branch_name' => '',
+            'mp' => '',
+            'id_card_front_url' => '',
+            'id_card_back_url' => '',
+            'bank_card_url' => '',
+            'reg_name' => '',
+            'license_code' => '',
+            'license_validity_type' => '1',
+            'license_begin_date' => '',
+            'license_end_date' => '',
+            'legal_name' => '',
+            'legal_mobile' => '',
+            'legal_cert_no' => '',
+            'legal_cert_validity_type' => '1',
+            'legal_cert_begin_date' => '',
+            'legal_cert_end_date' => '',
+            'license_url' => '',
+            'legal_id_front_url' => '',
+            'legal_id_back_url' => '',
+            'account_permit_url' => '',
+        ];
+    }
+
+    public static function formDataFromRow($row)
+    {
+        $data = is_array($row) ? $row : $row->toArray();
+        $payload = self::parsePayload($data['payload'] ?? '');
+        $form = array_merge(self::defaultFormData(), $payload);
+        foreach (['id_card_front_url', 'id_card_back_url', 'bank_card_url', 'license_url', 'legal_id_front_url', 'legal_id_back_url', 'account_permit_url'] as $field) {
+            if (!empty($form[$field])) {
+                $form[$field] = self::fullUrl($form[$field]);
+            }
+        }
+        $user = self::fetchUser($data['user_id'] ?? 0);
+        $roles = self::listRolesForUser($data['user_id'] ?? 0);
+        $roleLabel = '';
+        foreach ($roles as $role) {
+            if ($role['role_type'] === ($data['role_type'] ?? '') && intval($role['role_ref_id']) === intval($data['role_ref_id'] ?? 0)) {
+                $roleLabel = $role['role_label'];
+                break;
+            }
+        }
+
+        return [
+            'onboard_id' => intval($data['id'] ?? 0),
+            'user_id' => intval($data['user_id'] ?? 0),
+            'user_label' => trim(($user['nickname'] ?? '') . ' (' . ($user['mobile'] ?? $data['user_id']) . ')'),
+            'role_type' => $data['role_type'] ?? '',
+            'role_ref_id' => intval($data['role_ref_id'] ?? 0),
+            'role_label' => $roleLabel,
+            'onboard_status' => $data['onboard_status'] ?? '',
+            'form' => $form,
+        ];
+    }
 }
diff --git a/addons/shopro_huifu/public/assets/js/backend/shopro_huifu/onboard.js b/addons/shopro_huifu/public/assets/js/backend/shopro_huifu/onboard.js
index 0fa11e8..86f7735 100644
--- a/addons/shopro_huifu/public/assets/js/backend/shopro_huifu/onboard.js
+++ b/addons/shopro_huifu/public/assets/js/backend/shopro_huifu/onboard.js
@@ -1,5 +1,8 @@
 define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
 
+    var areaCache = null;
+    var branchTimer = null;
+
     function withVue(callback) {
         if (typeof Vue !== 'undefined') {
             callback(Vue);
@@ -22,6 +25,262 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
         });
     }
 
+    function defaultForm() {
+        return {
+            account_type: 'indv',
+            bank_account_type: '0',
+            name: '',
+            cert_no: '',
+            cert_validity_type: '1',
+            cert_begin_date: '',
+            cert_end_date: '',
+            mobile_no: '',
+            reg_detail: '',
+            shopro_province_id: '',
+            shopro_city_id: '',
+            shopro_district_id: '',
+            prov_id: '',
+            area_id: '',
+            district_id: '',
+            card_no: '',
+            card_name: '',
+            branch_code: '',
+            branch_name: '',
+            mp: '',
+            id_card_front_url: '',
+            id_card_back_url: '',
+            bank_card_url: '',
+            reg_name: '',
+            license_code: '',
+            license_validity_type: '1',
+            license_begin_date: '',
+            license_end_date: '',
+            legal_name: '',
+            legal_mobile: '',
+            legal_cert_no: '',
+            legal_cert_validity_type: '1',
+            legal_cert_begin_date: '',
+            legal_cert_end_date: '',
+            license_url: '',
+            legal_id_front_url: '',
+            legal_id_back_url: '',
+            account_permit_url: ''
+        };
+    }
+
+    function createFormMixin() {
+        return {
+            data: function () {
+                return {
+                    isEdit: false,
+                    editId: 0,
+                    userId: '',
+                    userLabel: '',
+                    roleKey: '',
+                    roleType: '',
+                    roleRefId: 0,
+                    roleLabel: '',
+                    userOptions: [],
+                    userLoading: false,
+                    roleOptions: [],
+                    form: defaultForm(),
+                    regionPath: [],
+                    areaOptions: [],
+                    areaProps: { value: 'id', label: 'name', children: 'children' },
+                    branchKeyword: '',
+                    branchResults: [],
+                    uploadUrl: Fast.api.fixurl('ajax/upload'),
+                    saving: false
+                };
+            },
+            computed: {
+                bankMobile: {
+                    get: function () {
+                        return this.form.account_type === 'ent' ? this.form.legal_mobile : this.form.mobile_no;
+                    },
+                    set: function (val) {
+                        if (this.form.account_type === 'ent') {
+                            this.form.legal_mobile = val;
+                        } else {
+                            this.form.mobile_no = val;
+                        }
+                        this.form.mp = val;
+                    }
+                }
+            },
+            mounted: function () {
+                this.loadAreaTree();
+                this.initFromConfig();
+            },
+            methods: {
+                initFromConfig: function () {
+                    var init = (typeof Config !== 'undefined' && Config.onboardForm) ? Config.onboardForm : null;
+                    if (!init) return;
+                    this.isEdit = true;
+                    this.editId = init.onboard_id || 0;
+                    this.userId = init.user_id;
+                    this.userLabel = init.user_label || '';
+                    this.roleType = init.role_type;
+                    this.roleRefId = init.role_ref_id;
+                    this.roleKey = init.role_type + ':' + init.role_ref_id;
+                    this.roleLabel = init.role_label || '';
+                    this.form = Object.assign(defaultForm(), init.form || {});
+                    this.branchKeyword = this.form.branch_name || '';
+                    this.restoreRegionPath();
+                },
+                loadAreaTree: function () {
+                    var vm = this;
+                    var done = function (data) {
+                        areaCache = data || [];
+                        vm.areaOptions = areaCache;
+                        vm.restoreRegionPath();
+                    };
+                    if (areaCache) {
+                        done(areaCache);
+                        return;
+                    }
+                    Fast.api.ajax({ url: 'shopro/area/getCascader', type: 'GET' }, function (ret, res) {
+                        done(res.data || []);
+                        return false;
+                    });
+                },
+                restoreRegionPath: function () {
+                    var ids = [];
+                    if (this.form.shopro_province_id) ids.push(parseInt(this.form.shopro_province_id, 10));
+                    if (this.form.shopro_city_id) ids.push(parseInt(this.form.shopro_city_id, 10));
+                    if (this.form.shopro_district_id) ids.push(parseInt(this.form.shopro_district_id, 10));
+                    this.regionPath = ids.filter(function (n) { return !!n; });
+                },
+                onRegionChange: function (val) {
+                    val = val || [];
+                    this.form.shopro_province_id = val[0] ? String(val[0]) : '';
+                    this.form.shopro_city_id = val[1] ? String(val[1]) : '';
+                    this.form.shopro_district_id = val[2] ? String(val[2]) : '';
+                    this.form.prov_id = this.form.shopro_province_id;
+                    this.form.area_id = this.form.shopro_city_id;
+                    this.form.district_id = this.form.shopro_district_id;
+                },
+                searchUser: function (keyword) {
+                    if (!keyword) return;
+                    var vm = this;
+                    vm.userLoading = true;
+                    Fast.api.ajax({
+                        url: 'shopro/user/user/index',
+                        type: 'GET',
+                        data: { offset: 0, limit: 20, searchWhere: keyword }
+                    }, function (ret, res) {
+                        vm.userOptions = (res.data && res.data.rows) || [];
+                        vm.userLoading = false;
+                        return false;
+                    }, function () {
+                        vm.userLoading = false;
+                    });
+                },
+                onUserChange: function () {
+                    var vm = this;
+                    vm.roleKey = '';
+                    vm.roleType = '';
+                    vm.roleRefId = 0;
+                    vm.roleOptions = [];
+                    if (!vm.userId) return;
+                    Fast.api.ajax({
+                        url: 'shopro_huifu/onboard/userRoles',
+                        type: 'GET',
+                        data: { user_id: vm.userId }
+                    }, function (ret, res) {
+                        var data = res.data || {};
+                        vm.roleOptions = data.roles || [];
+                        if (data.user) {
+                            vm.userLabel = (data.user.nickname || '') + ' (' + (data.user.mobile || data.user.id) + ')';
+                        }
+                        return false;
+                    });
+                },
+                onRoleChange: function () {
+                    var parts = String(this.roleKey || '').split(':');
+                    this.roleType = parts[0] || '';
+                    this.roleRefId = parseInt(parts[1] || '0', 10);
+                    var role = this.roleOptions.find(function (item) {
+                        return item.role_type === this.roleType && item.role_ref_id === this.roleRefId;
+                    }.bind(this));
+                    this.roleLabel = role ? role.role_label : '';
+                },
+                onBranchInput: function () {
+                    var vm = this;
+                    clearTimeout(branchTimer);
+                    branchTimer = setTimeout(function () {
+                        if (!vm.branchKeyword) {
+                            vm.branchResults = [];
+                            return;
+                        }
+                        Fast.api.ajax({
+                            url: 'shopro_huifu/onboard/searchBranch',
+                            type: 'GET',
+                            data: {
+                                keyword: vm.branchKeyword,
+                                area_id: vm.form.area_id || vm.form.shopro_city_id
+                            }
+                        }, function (ret, res) {
+                            vm.branchResults = res.data || [];
+                            return false;
+                        });
+                    }, 300);
+                },
+                selectBranch: function (item) {
+                    this.form.branch_code = item.branch_code;
+                    this.form.branch_name = item.branch_name;
+                    this.branchKeyword = item.branch_name;
+                    this.branchResults = [];
+                    if (item.prov_id) this.form.prov_id = item.prov_id;
+                    if (item.area_id) this.form.area_id = item.area_id;
+                },
+                onUploadSuccess: function (field, res) {
+                    if (res && res.code === 1 && res.data && res.data.url) {
+                        this.form[field] = res.data.fullurl || res.data.url;
+                        return;
+                    }
+                    this.$message.error((res && res.msg) || '上传失败');
+                },
+                closeForm: function () {
+                    Fast.api.close();
+                },
+                submitForm: function () {
+                    var vm = this;
+                    if (!vm.isEdit) {
+                        if (!vm.userId) {
+                            Toastr.error('请选择用户');
+                            return;
+                        }
+                        if (!vm.roleType || !vm.roleRefId) {
+                            Toastr.error('请选择进件角色');
+                            return;
+                        }
+                    }
+                    vm.saving = true;
+                    var url = vm.isEdit
+                        ? ('shopro_huifu/onboard/edit/ids/' + vm.editId)
+                        : 'shopro_huifu/onboard/add';
+                    Fast.api.ajax({
+                        url: url,
+                        type: 'POST',
+                        data: {
+                            user_id: vm.userId,
+                            role_type: vm.roleType,
+                            role_ref_id: vm.roleRefId,
+                            form: vm.form
+                        }
+                    }, function () {
+                        vm.saving = false;
+                        Fast.api.close();
+                        return false;
+                    }, function () {
+                        vm.saving = false;
+                    });
+                }
+            }
+        };
+    }
+
     var Controller = {
         index: function () {
             withVue(function (Vue) {
@@ -49,6 +308,30 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
                         this.getList();
                     },
                     methods: {
+                        openCreate: function () {
+                            var vm = this;
+                            Backend.api.open('shopro_huifu/onboard/add', '新建汇付进件', {
+                                area: ['900px', '90%'],
+                                callback: function () {
+                                    vm.getList();
+                                }
+                            });
+                        },
+                        openEdit: function (id) {
+                            var vm = this;
+                            Backend.api.open('shopro_huifu/onboard/edit/ids/' + id, '编辑汇付进件', {
+                                area: ['900px', '90%'],
+                                callback: function () {
+                                    vm.getList();
+                                    if (vm.detailVisible && vm.detailId === id) {
+                                        vm.openDetail(id);
+                                    }
+                                }
+                            });
+                        },
+                        canEditRow: function (row) {
+                            return ['draft', 'failed', 'rejected'].indexOf(row.onboard_status) >= 0;
+                        },
                         getList: function () {
                             var vm = this;
                             vm.loading = true;
@@ -131,6 +414,11 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
                                 this.retryRow(this.detailId);
                             }
                         },
+                        editFromDetail: function () {
+                            if (this.detailId) {
+                                this.openEdit(this.detailId);
+                            }
+                        },
                         statusText: function (status) {
                             var map = {
                                 draft: '待后台审核',
@@ -155,6 +443,17 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
                     }
                 });
             });
+        },
+        add: function () {
+            withVue(function (Vue) {
+                new Vue({
+                    el: '#huifuOnboardAdd',
+                    mixins: [createFormMixin()]
+                });
+            });
+        },
+        edit: function () {
+            Controller.add();
         }
     };
     return Controller;
diff --git a/application/admin/controller/shopro_huifu/Onboard.php b/application/admin/controller/shopro_huifu/Onboard.php
index 5900c96..ea3d062 100644
--- a/application/admin/controller/shopro_huifu/Onboard.php
+++ b/application/admin/controller/shopro_huifu/Onboard.php
@@ -2,7 +2,10 @@
 
 namespace app\admin\controller\shopro_huifu;
 
+use addons\shopro_huifu\library\onboard\HuifuOnboardAdminService;
 use addons\shopro_huifu\library\onboard\HuifuOnboardAdminView;
+use addons\shopro_huifu\library\onboard\HuifuOnboardBankBranch;
+use addons\shopro_huifu\library\onboard\HuifuOnboardError;
 use addons\shopro_huifu\library\onboard\HuifuOnboardQuery;
 use addons\shopro_huifu\library\onboard\HuifuOnboardService;
 use addons\shopro_huifu\model\Onboard as OnboardModel;
@@ -10,6 +13,7 @@ use app\admin\controller\shopro\Base;
 
 class Onboard extends Base
 {
+    protected $noNeedRight = ['userRoles', 'searchBranch'];
     public function index()
     {
         if ($this->request->isAjax()) {
@@ -77,6 +81,78 @@ class Onboard extends Base
         }
     }
 
+    public function add()
+    {
+        if ($this->request->isPost()) {
+            return $this->persistDraft();
+        }
+        return $this->view->fetch();
+    }
+
+    public function edit($ids = null)
+    {
+        $row = OnboardModel::get($ids);
+        if (!$row) {
+            $this->error('记录不存在');
+        }
+        if ($this->request->isPost()) {
+            return $this->persistDraft($row);
+        }
+        $this->assignconfig('onboardForm', HuifuOnboardAdminView::formDataFromRow($row));
+        return $this->view->fetch('shopro_huifu/onboard/add');
+    }
+
+    public function userRoles()
+    {
+        $userId = intval($this->request->get('user_id', 0));
+        if ($userId <= 0) {
+            $this->error('请选择用户');
+        }
+        $user = HuifuOnboardAdminView::enrichListRow(['user_id' => $userId, 'payload' => '']);
+        $this->success('ok', null, [
+            'user' => [
+                'id' => $userId,
+                'nickname' => $user['user_nickname'] ?? '',
+                'mobile' => $user['user_mobile'] ?? '',
+            ],
+            'roles' => HuifuOnboardAdminView::listRolesForUser($userId),
+        ]);
+    }
+
+    public function searchBranch()
+    {
+        $keyword = trim((string) $this->request->get('keyword', ''));
+        $areaId = trim((string) $this->request->get('area_id', ''));
+        $this->success('ok', null, HuifuOnboardBankBranch::search($keyword, $areaId, 20));
+    }
+
+    protected function persistDraft($row = null)
+    {
+        $userId = intval($this->request->post('user_id', 0));
+        $roleType = trim((string) $this->request->post('role_type', ''));
+        $roleRefId = intval($this->request->post('role_ref_id', 0));
+        $form = $this->request->post('form/a', []);
+        if ($row) {
+            $userId = intval($row['user_id']);
+            $roleType = $row['role_type'];
+            $roleRefId = intval($row['role_ref_id']);
+        }
+        if (!$form || !is_array($form)) {
+            $this->error('请填写进件资料');
+        }
+        try {
+            $service = new HuifuOnboardAdminService();
+            $saved = $service->saveDraft($userId, $roleType, $roleRefId, $form);
+            $this->success('进件资料已保存，状态为待后台审核', null, [
+                'id' => $saved ? $saved['id'] : 0,
+            ]);
+        } catch (\InvalidArgumentException $e) {
+            $this->error($e->getMessage());
+        } catch (\Throwable $e) {
+            $this->error(HuifuOnboardError::translate($e->getMessage()));
+        }
+    }
+
     public function retry($ids = null)
     {
         $row = OnboardModel::get($ids);
diff --git a/application/admin/view/shopro_huifu/onboard/add.html b/application/admin/view/shopro_huifu/onboard/add.html
new file mode 100644
index 0000000..18f46cd
--- /dev/null
+++ b/application/admin/view/shopro_huifu/onboard/add.html
@@ -0,0 +1,180 @@
+<link rel="stylesheet" href="__CDN__/assets/addons/shopro/libs/element/element.css">
+<style>
+[v-cloak] { display: none; }
+#huifuOnboardAdd { padding: 16px 20px 24px; color: #444; max-height: 78vh; overflow-y: auto; }
+#huifuOnboardAdd .form-input { width: 100%; }
+#huifuOnboardAdd .section-title { font-size: 14px; font-weight: 600; margin: 18px 0 12px; padding-left: 8px; border-left: 3px solid #409EFF; }
+#huifuOnboardAdd .field-tip { color: #909399; font-size: 12px; line-height: 1.5; margin-top: 4px; }
+#huifuOnboardAdd .upload-box { width: 140px; height: 90px; border: 1px dashed #dcdfe6; border-radius: 4px; display: flex; align-items: center; justify-content: center; overflow: hidden; background: #fafafa; }
+#huifuOnboardAdd .upload-box img { width: 100%; height: 100%; object-fit: cover; }
+#huifuOnboardAdd .branch-item { padding: 8px 0; border-bottom: 1px solid #f0f0f0; cursor: pointer; }
+#huifuOnboardAdd .branch-item:hover { background: #f5f7fa; }
+#huifuOnboardAdd .branch-panel { max-height: 180px; overflow-y: auto; border: 1px solid #ebeef5; border-radius: 4px; padding: 0 10px; margin-top: 6px; }
+</style>
+<script src="__CDN__/assets/addons/shopro/libs/vue.js"></script>
+<script src="__CDN__/assets/addons/shopro/libs/element/element.js"></script>
+<div id="huifuOnboardAdd" v-cloak>
+    <el-form label-width="120px" size="small">
+        <div class="section-title">用户与角色</div>
+        <el-form-item label="选择用户" v-if="!isEdit">
+            <el-select v-model="userId" filterable remote reserve-keyword placeholder="输入昵称/手机号/ID搜索" :remote-method="searchUser" :loading="userLoading" class="form-input" @change="onUserChange">
+                <el-option v-for="item in userOptions" :key="item.id" :label="item.nickname + ' (' + (item.mobile || item.id) + ')'" :value="item.id"></el-option>
+            </el-select>
+        </el-form-item>
+        <el-form-item label="用户" v-else>
+            <span>{{ userLabel }}</span>
+        </el-form-item>
+        <el-form-item label="进件角色" v-if="!isEdit">
+            <el-select v-model="roleKey" placeholder="请先选择用户" class="form-input" :disabled="!roleOptions.length" @change="onRoleChange">
+                <el-option v-for="item in roleOptions" :key="item.role_type + '-' + item.role_ref_id" :label="item.role_label + (item.onboard_status ? ' [' + item.onboard_status + ']' : '')" :value="item.role_type + ':' + item.role_ref_id" :disabled="!item.can_save">
+                    <span>{{ item.role_label }}</span>
+                    <span style="color:#909399;font-size:12px;margin-left:8px;">{{ item.disabled_reason || (item.onboard_status ? '已有记录:' + item.onboard_status : '新建') }}</span>
+                </el-option>
+            </el-select>
+        </el-form-item>
+        <el-form-item label="进件角色" v-else>
+            <span>{{ roleLabel }}</span>
+        </el-form-item>
+
+        <div class="section-title">账户类型</div>
+        <el-form-item label="结算账户类型">
+            <el-radio-group v-model="form.account_type">
+                <el-radio label="indv">个人</el-radio>
+                <el-radio label="ent">个体户/企业</el-radio>
+            </el-radio-group>
+        </el-form-item>
+        <el-form-item label="银行卡类型" v-if="form.account_type === 'ent'">
+            <el-radio-group v-model="form.bank_account_type">
+                <el-radio label="0">对私</el-radio>
+                <el-radio label="1">对公</el-radio>
+            </el-radio-group>
+        </el-form-item>
+
+        <template v-if="form.account_type === 'indv'">
+            <div class="section-title">身份实名信息</div>
+            <el-form-item label="真实姓名" required>
+                <el-input v-model="form.name" class="form-input" placeholder="与身份证一致"></el-input>
+            </el-form-item>
+            <el-form-item label="身份证号" required>
+                <el-input v-model="form.cert_no" maxlength="18" class="form-input"></el-input>
+            </el-form-item>
+            <el-form-item label="证件有效期">
+                <el-radio-group v-model="form.cert_validity_type">
+                    <el-radio label="1">长期有效</el-radio>
+                    <el-radio label="0">有截止日期</el-radio>
+                </el-radio-group>
+            </el-form-item>
+            <el-form-item label="证件开始日期" required>
+                <el-date-picker v-model="form.cert_begin_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" placeholder="选择日期" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="证件截止日期" v-if="form.cert_validity_type === '0'" required>
+                <el-date-picker v-model="form.cert_end_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" placeholder="长期可填20991231" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="手机号" required>
+                <el-input v-model="form.mobile_no" maxlength="11" class="form-input"></el-input>
+            </el-form-item>
+            <el-form-item label="所在区域" required>
+                <el-cascader v-model="regionPath" :options="areaOptions" :props="areaProps" filterable clearable class="form-input" @change="onRegionChange"></el-cascader>
+            </el-form-item>
+            <el-form-item label="详细地址" required>
+                <el-input v-model="form.reg_detail" class="form-input" placeholder="详细居住地址"></el-input>
+            </el-form-item>
+            <el-form-item label="身份证人像面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('id_card_front_url', res)">
+                    <div class="upload-box">
+                        <img v-if="form.id_card_front_url" :src="form.id_card_front_url">
+                        <span v-else style="color:#909399;font-size:12px;">点击上传</span>
+                    </div>
+                </el-upload>
+            </el-form-item>
+            <el-form-item label="身份证国徽面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('id_card_back_url', res)">
+                    <div class="upload-box">
+                        <img v-if="form.id_card_back_url" :src="form.id_card_back_url">
+                        <span v-else style="color:#909399;font-size:12px;">点击上传</span>
+                    </div>
+                </el-upload>
+            </el-form-item>
+        </template>
+
+        <template v-else>
+            <div class="section-title">商户信息</div>
+            <el-form-item label="商户名称" required><el-input v-model="form.reg_name" class="form-input"></el-input></el-form-item>
+            <el-form-item label="统一社会信用代码" required><el-input v-model="form.license_code" maxlength="18" class="form-input"></el-input></el-form-item>
+            <el-form-item label="执照有效期">
+                <el-radio-group v-model="form.license_validity_type"><el-radio label="1">长期</el-radio><el-radio label="0">有截止</el-radio></el-radio-group>
+            </el-form-item>
+            <el-form-item label="执照开始日期" required>
+                <el-date-picker v-model="form.license_begin_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="执照截止日期" v-if="form.license_validity_type === '0'" required>
+                <el-date-picker v-model="form.license_end_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="所在区域" required>
+                <el-cascader v-model="regionPath" :options="areaOptions" :props="areaProps" filterable clearable class="form-input" @change="onRegionChange"></el-cascader>
+            </el-form-item>
+            <el-form-item label="详细地址" required><el-input v-model="form.reg_detail" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人姓名" required><el-input v-model="form.legal_name" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人手机号" required><el-input v-model="form.legal_mobile" maxlength="11" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人身份证号" required><el-input v-model="form.legal_cert_no" maxlength="18" class="form-input"></el-input></el-form-item>
+            <el-form-item label="法人证件有效期">
+                <el-radio-group v-model="form.legal_cert_validity_type"><el-radio label="1">长期</el-radio><el-radio label="0">有截止</el-radio></el-radio-group>
+            </el-form-item>
+            <el-form-item label="法人证件开始" required>
+                <el-date-picker v-model="form.legal_cert_begin_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="法人证件截止" v-if="form.legal_cert_validity_type === '0'" required>
+                <el-date-picker v-model="form.legal_cert_end_date" type="date" value-format="yyyyMMdd" format="yyyy-MM-dd" class="form-input"></el-date-picker>
+            </el-form-item>
+            <el-form-item label="营业执照" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('license_url', res)">
+                    <div class="upload-box"><img v-if="form.license_url" :src="form.license_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+                </el-upload>
+            </el-form-item>
+            <el-form-item label="法人身份证人像面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('legal_id_front_url', res)">
+                    <div class="upload-box"><img v-if="form.legal_id_front_url" :src="form.legal_id_front_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+                </el-upload>
+            </el-form-item>
+            <el-form-item label="法人身份证国徽面" required>
+                <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('legal_id_back_url', res)">
+                    <div class="upload-box"><img v-if="form.legal_id_back_url" :src="form.legal_id_back_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+                </el-upload>
+            </el-form-item>
+        </template>
+
+        <div class="section-title">结算账户信息</div>
+        <el-form-item label="银行卡号" required>
+            <el-input v-model="form.card_no" class="form-input" placeholder="一类借记卡"></el-input>
+        </el-form-item>
+        <el-form-item label="开户银行支行" required>
+            <el-input v-model="branchKeyword" class="form-input" placeholder="搜索支行名称" @input="onBranchInput"></el-input>
+            <div class="field-tip" v-if="form.branch_name">已选：{{ form.branch_name }}（{{ form.branch_code }}）</div>
+            <div class="branch-panel" v-if="branchResults.length">
+                <div class="branch-item" v-for="(item, idx) in branchResults" :key="idx" @click="selectBranch(item)">
+                    <div>{{ item.branch_name }}</div>
+                    <div style="color:#909399;font-size:12px;">{{ item.branch_code }}</div>
+                </div>
+            </div>
+        </el-form-item>
+        <el-form-item label="银行预留手机号" required>
+            <el-input v-model="bankMobile" maxlength="11" class="form-input"></el-input>
+        </el-form-item>
+        <el-form-item label="银行卡正面照">
+            <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('bank_card_url', res)">
+                <div class="upload-box"><img v-if="form.bank_card_url" :src="form.bank_card_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+            </el-upload>
+            <div class="field-tip">建议上传，可加快审核</div>
+        </el-form-item>
+        <el-form-item label="开户许可证" v-if="form.account_type === 'ent' && form.bank_account_type === '1'" required>
+            <el-upload :action="uploadUrl" :show-file-list="false" accept="image/*" :on-success="(res) => onUploadSuccess('account_permit_url', res)">
+                <div class="upload-box"><img v-if="form.account_permit_url" :src="form.account_permit_url"><span v-else style="color:#909399;font-size:12px;">点击上传</span></div>
+            </el-upload>
+        </el-form-item>
+
+        <el-form-item>
+            <el-button type="primary" :loading="saving" @click="submitForm">{{ isEdit ? '保存修改' : '保存进件资料' }}</el-button>
+            <el-button @click="closeForm">取消</el-button>
+        </el-form-item>
+    </el-form>
+</div>
diff --git a/application/admin/view/shopro_huifu/onboard/index.html b/application/admin/view/shopro_huifu/onboard/index.html
index af7e9be..3cf659b 100644
--- a/application/admin/view/shopro_huifu/onboard/index.html
+++ b/application/admin/view/shopro_huifu/onboard/index.html
@@ -33,6 +33,7 @@
                     <el-option label="已驳回" value="rejected"></el-option>
                     <el-option label="失败" value="failed"></el-option>
                 </el-select>
+                <el-button size="small" type="success" @click="openCreate" style="margin-left:8px;">新建进件</el-button>
                 <el-button size="small" type="primary" @click="getList" style="margin-left:8px;">刷新列表</el-button>
             </div>
             <el-table :data="listData" v-loading="loading" border empty-text="暂无进件记录">
@@ -55,9 +56,10 @@
                 <el-table-column prop="updatetime" label="更新时间" width="160">
                     <template slot-scope="scope">{{ formatTime(scope.row.updatetime) }}</template>
                 </el-table-column>
-                <el-table-column label="操作" width="240" fixed="right">
+                <el-table-column label="操作" width="300" fixed="right">
                     <template slot-scope="scope">
                         <el-button size="mini" type="text" @click="openDetail(scope.row.id)">查看资料</el-button>
+                        <el-button size="mini" type="text" @click="openEdit(scope.row.id)" v-if="canEditRow(scope.row)">编辑</el-button>
                         <el-button size="mini" type="primary" @click="submitRow(scope.row.id)" v-if="scope.row.onboard_status === 'draft'">提交汇付</el-button>
                         <el-button size="mini" @click="pollRow(scope.row.id)" v-if="scope.row.onboard_status !== 'draft' && scope.row.onboard_status !== 'approved'">刷新</el-button>
                         <el-button size="mini" type="warning" @click="retryRow(scope.row.id)" v-if="scope.row.onboard_status === 'rejected' || scope.row.onboard_status === 'failed'">重提</el-button>
@@ -133,6 +135,7 @@
         </div>
         <span slot="footer">
             <el-button @click="detailVisible = false">关闭</el-button>
+            <el-button v-if="detailData && canEditRow(detailData.record)" @click="editFromDetail">编辑资料</el-button>
             <el-button type="primary" v-if="detailData && detailData.can_submit_huifu" @click="submitFromDetail">提交汇付</el-button>
             <el-button v-if="detailData && detailData.can_poll" @click="pollFromDetail">刷新状态</el-button>
             <el-button type="warning" v-if="detailData && detailData.can_retry_huifu" @click="retryFromDetail">重新提交</el-button>
diff --git a/public/assets/js/backend/shopro_huifu/onboard.js b/public/assets/js/backend/shopro_huifu/onboard.js
index 3022e3b..86f7735 100644
--- a/public/assets/js/backend/shopro_huifu/onboard.js
+++ b/public/assets/js/backend/shopro_huifu/onboard.js
@@ -1,5 +1,8 @@
 define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
 
+    var areaCache = null;
+    var branchTimer = null;
+
     function withVue(callback) {
         if (typeof Vue !== 'undefined') {
             callback(Vue);
@@ -22,6 +25,262 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
         });
     }
 
+    function defaultForm() {
+        return {
+            account_type: 'indv',
+            bank_account_type: '0',
+            name: '',
+            cert_no: '',
+            cert_validity_type: '1',
+            cert_begin_date: '',
+            cert_end_date: '',
+            mobile_no: '',
+            reg_detail: '',
+            shopro_province_id: '',
+            shopro_city_id: '',
+            shopro_district_id: '',
+            prov_id: '',
+            area_id: '',
+            district_id: '',
+            card_no: '',
+            card_name: '',
+            branch_code: '',
+            branch_name: '',
+            mp: '',
+            id_card_front_url: '',
+            id_card_back_url: '',
+            bank_card_url: '',
+            reg_name: '',
+            license_code: '',
+            license_validity_type: '1',
+            license_begin_date: '',
+            license_end_date: '',
+            legal_name: '',
+            legal_mobile: '',
+            legal_cert_no: '',
+            legal_cert_validity_type: '1',
+            legal_cert_begin_date: '',
+            legal_cert_end_date: '',
+            license_url: '',
+            legal_id_front_url: '',
+            legal_id_back_url: '',
+            account_permit_url: ''
+        };
+    }
+
+    function createFormMixin() {
+        return {
+            data: function () {
+                return {
+                    isEdit: false,
+                    editId: 0,
+                    userId: '',
+                    userLabel: '',
+                    roleKey: '',
+                    roleType: '',
+                    roleRefId: 0,
+                    roleLabel: '',
+                    userOptions: [],
+                    userLoading: false,
+                    roleOptions: [],
+                    form: defaultForm(),
+                    regionPath: [],
+                    areaOptions: [],
+                    areaProps: { value: 'id', label: 'name', children: 'children' },
+                    branchKeyword: '',
+                    branchResults: [],
+                    uploadUrl: Fast.api.fixurl('ajax/upload'),
+                    saving: false
+                };
+            },
+            computed: {
+                bankMobile: {
+                    get: function () {
+                        return this.form.account_type === 'ent' ? this.form.legal_mobile : this.form.mobile_no;
+                    },
+                    set: function (val) {
+                        if (this.form.account_type === 'ent') {
+                            this.form.legal_mobile = val;
+                        } else {
+                            this.form.mobile_no = val;
+                        }
+                        this.form.mp = val;
+                    }
+                }
+            },
+            mounted: function () {
+                this.loadAreaTree();
+                this.initFromConfig();
+            },
+            methods: {
+                initFromConfig: function () {
+                    var init = (typeof Config !== 'undefined' && Config.onboardForm) ? Config.onboardForm : null;
+                    if (!init) return;
+                    this.isEdit = true;
+                    this.editId = init.onboard_id || 0;
+                    this.userId = init.user_id;
+                    this.userLabel = init.user_label || '';
+                    this.roleType = init.role_type;
+                    this.roleRefId = init.role_ref_id;
+                    this.roleKey = init.role_type + ':' + init.role_ref_id;
+                    this.roleLabel = init.role_label || '';
+                    this.form = Object.assign(defaultForm(), init.form || {});
+                    this.branchKeyword = this.form.branch_name || '';
+                    this.restoreRegionPath();
+                },
+                loadAreaTree: function () {
+                    var vm = this;
+                    var done = function (data) {
+                        areaCache = data || [];
+                        vm.areaOptions = areaCache;
+                        vm.restoreRegionPath();
+                    };
+                    if (areaCache) {
+                        done(areaCache);
+                        return;
+                    }
+                    Fast.api.ajax({ url: 'shopro/area/getCascader', type: 'GET' }, function (ret, res) {
+                        done(res.data || []);
+                        return false;
+                    });
+                },
+                restoreRegionPath: function () {
+                    var ids = [];
+                    if (this.form.shopro_province_id) ids.push(parseInt(this.form.shopro_province_id, 10));
+                    if (this.form.shopro_city_id) ids.push(parseInt(this.form.shopro_city_id, 10));
+                    if (this.form.shopro_district_id) ids.push(parseInt(this.form.shopro_district_id, 10));
+                    this.regionPath = ids.filter(function (n) { return !!n; });
+                },
+                onRegionChange: function (val) {
+                    val = val || [];
+                    this.form.shopro_province_id = val[0] ? String(val[0]) : '';
+                    this.form.shopro_city_id = val[1] ? String(val[1]) : '';
+                    this.form.shopro_district_id = val[2] ? String(val[2]) : '';
+                    this.form.prov_id = this.form.shopro_province_id;
+                    this.form.area_id = this.form.shopro_city_id;
+                    this.form.district_id = this.form.shopro_district_id;
+                },
+                searchUser: function (keyword) {
+                    if (!keyword) return;
+                    var vm = this;
+                    vm.userLoading = true;
+                    Fast.api.ajax({
+                        url: 'shopro/user/user/index',
+                        type: 'GET',
+                        data: { offset: 0, limit: 20, searchWhere: keyword }
+                    }, function (ret, res) {
+                        vm.userOptions = (res.data && res.data.rows) || [];
+                        vm.userLoading = false;
+                        return false;
+                    }, function () {
+                        vm.userLoading = false;
+                    });
+                },
+                onUserChange: function () {
+                    var vm = this;
+                    vm.roleKey = '';
+                    vm.roleType = '';
+                    vm.roleRefId = 0;
+                    vm.roleOptions = [];
+                    if (!vm.userId) return;
+                    Fast.api.ajax({
+                        url: 'shopro_huifu/onboard/userRoles',
+                        type: 'GET',
+                        data: { user_id: vm.userId }
+                    }, function (ret, res) {
+                        var data = res.data || {};
+                        vm.roleOptions = data.roles || [];
+                        if (data.user) {
+                            vm.userLabel = (data.user.nickname || '') + ' (' + (data.user.mobile || data.user.id) + ')';
+                        }
+                        return false;
+                    });
+                },
+                onRoleChange: function () {
+                    var parts = String(this.roleKey || '').split(':');
+                    this.roleType = parts[0] || '';
+                    this.roleRefId = parseInt(parts[1] || '0', 10);
+                    var role = this.roleOptions.find(function (item) {
+                        return item.role_type === this.roleType && item.role_ref_id === this.roleRefId;
+                    }.bind(this));
+                    this.roleLabel = role ? role.role_label : '';
+                },
+                onBranchInput: function () {
+                    var vm = this;
+                    clearTimeout(branchTimer);
+                    branchTimer = setTimeout(function () {
+                        if (!vm.branchKeyword) {
+                            vm.branchResults = [];
+                            return;
+                        }
+                        Fast.api.ajax({
+                            url: 'shopro_huifu/onboard/searchBranch',
+                            type: 'GET',
+                            data: {
+                                keyword: vm.branchKeyword,
+                                area_id: vm.form.area_id || vm.form.shopro_city_id
+                            }
+                        }, function (ret, res) {
+                            vm.branchResults = res.data || [];
+                            return false;
+                        });
+                    }, 300);
+                },
+                selectBranch: function (item) {
+                    this.form.branch_code = item.branch_code;
+                    this.form.branch_name = item.branch_name;
+                    this.branchKeyword = item.branch_name;
+                    this.branchResults = [];
+                    if (item.prov_id) this.form.prov_id = item.prov_id;
+                    if (item.area_id) this.form.area_id = item.area_id;
+                },
+                onUploadSuccess: function (field, res) {
+                    if (res && res.code === 1 && res.data && res.data.url) {
+                        this.form[field] = res.data.fullurl || res.data.url;
+                        return;
+                    }
+                    this.$message.error((res && res.msg) || '上传失败');
+                },
+                closeForm: function () {
+                    Fast.api.close();
+                },
+                submitForm: function () {
+                    var vm = this;
+                    if (!vm.isEdit) {
+                        if (!vm.userId) {
+                            Toastr.error('请选择用户');
+                            return;
+                        }
+                        if (!vm.roleType || !vm.roleRefId) {
+                            Toastr.error('请选择进件角色');
+                            return;
+                        }
+                    }
+                    vm.saving = true;
+                    var url = vm.isEdit
+                        ? ('shopro_huifu/onboard/edit/ids/' + vm.editId)
+                        : 'shopro_huifu/onboard/add';
+                    Fast.api.ajax({
+                        url: url,
+                        type: 'POST',
+                        data: {
+                            user_id: vm.userId,
+                            role_type: vm.roleType,
+                            role_ref_id: vm.roleRefId,
+                            form: vm.form
+                        }
+                    }, function () {
+                        vm.saving = false;
+                        Fast.api.close();
+                        return false;
+                    }, function () {
+                        vm.saving = false;
+                    });
+                }
+            }
+        };
+    }
+
     var Controller = {
         index: function () {
             withVue(function (Vue) {
@@ -49,6 +308,30 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
                         this.getList();
                     },
                     methods: {
+                        openCreate: function () {
+                            var vm = this;
+                            Backend.api.open('shopro_huifu/onboard/add', '新建汇付进件', {
+                                area: ['900px', '90%'],
+                                callback: function () {
+                                    vm.getList();
+                                }
+                            });
+                        },
+                        openEdit: function (id) {
+                            var vm = this;
+                            Backend.api.open('shopro_huifu/onboard/edit/ids/' + id, '编辑汇付进件', {
+                                area: ['900px', '90%'],
+                                callback: function () {
+                                    vm.getList();
+                                    if (vm.detailVisible && vm.detailId === id) {
+                                        vm.openDetail(id);
+                                    }
+                                }
+                            });
+                        },
+                        canEditRow: function (row) {
+                            return ['draft', 'failed', 'rejected'].indexOf(row.onboard_status) >= 0;
+                        },
                         getList: function () {
                             var vm = this;
                             vm.loading = true;
@@ -131,6 +414,11 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
                                 this.retryRow(this.detailId);
                             }
                         },
+                        editFromDetail: function () {
+                            if (this.detailId) {
+                                this.openEdit(this.detailId);
+                            }
+                        },
                         statusText: function (status) {
                             var map = {
                                 draft: '待后台审核',
@@ -144,7 +432,7 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
                             return map[status] || status || '-';
                         },
                         roleText: function (role) {
-                            return role === 'regional_agent' ? '区域代理' : (role === 'promoter' ? '推广员' : role);
+                            return role === 'regional_agent' ? '区域公司' : (role === 'promoter' ? '推广员' : role);
                         },
                         formatTime: function (ts) {
                             if (!ts) return '-';
@@ -155,6 +443,17 @@ define(['jquery', 'bootstrap', 'backend'], function ($, undefined, Backend) {
                     }
                 });
             });
+        },
+        add: function () {
+            withVue(function (Vue) {
+                new Vue({
+                    el: '#huifuOnboardAdd',
+                    mixins: [createFormMixin()]
+                });
+            });
+        },
+        edit: function () {
+            Controller.add();
         }
     };
     return Controller;