v0.1.0: CRM/ERP 系统内测版本 - 安全加固完成

- Docker bridge 网络隔离（8000 端口封死） - Gunicorn 4 Worker 多进程 - Alembic 数据库迁移基线 - 日志轮转 20m×3 - JWT 密钥 + DB 密码 + CORS 收紧 - 3-2-1 备份链路（NAS + R740-B 冷备） - 连接池 pool_pre_ping + pool_recycle=3600
2026-03-16 07:31:37 +00:00
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+# -*- coding: utf-8 -*-
+"""
+CRM 业务数据模型
+定义客户沟通日志、标签、跟进待办、销售机会四张业务表。
+所有主键均为 UUID，与 User/KnowledgeChunk 保持一致的 ID 策略。
+"""
+
+import uuid
+from datetime import datetime
+
+from sqlalchemy import ForeignKey, String, Text, Numeric, func
+from sqlalchemy.dialects.postgresql import UUID
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.core.database import Base
+
+
+class CustomerLog(Base):
+    """
+    客户沟通日志表
+    记录每次与客户的沟通内容（电话/拜访/微信等），
+    新增日志时会触发后台 AI 任务自动提取标签和待办。
+    """
+
+    __tablename__ = "customer_logs"
+
+    id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
+    )
+    customer_id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True),
+        ForeignKey("clients.id", ondelete="CASCADE"),
+        nullable=False,
+        index=True,
+        comment="关联客户 ID",
+    )
+    content: Mapped[str] = mapped_column(
+        Text, nullable=False, comment="沟通日志内容",
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        server_default=func.now(), comment="记录时间",
+    )
+
+
+class CustomerTag(Base):
+    """
+    客户标签表
+    由 AI 从沟通日志中自动提取，也支持手动添加。
+    同一客户下的标签名唯一（通过业务逻辑控制去重）。
+    """
+
+    __tablename__ = "customer_tags"
+
+    id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
+    )
+    customer_id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True),
+        ForeignKey("clients.id", ondelete="CASCADE"),
+        nullable=False,
+        index=True,
+        comment="关联客户 ID",
+    )
+    tag_name: Mapped[str] = mapped_column(
+        String(100), nullable=False, comment="标签名称，如'价格敏感'、'决策周期长'",
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        server_default=func.now(),
+    )
+
+
+class FollowUpToDo(Base):
+    """
+    跟进待办表
+    由 AI 根据沟通日志自动生成下一步行动建议，
+    也可由用户手动创建。status 为简单的二态: pending / done。
+    """
+
+    __tablename__ = "follow_up_todos"
+
+    id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
+    )
+    customer_id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True),
+        ForeignKey("clients.id", ondelete="CASCADE"),
+        nullable=False,
+        index=True,
+        comment="关联客户 ID",
+    )
+    task_desc: Mapped[str] = mapped_column(
+        Text, nullable=False, comment="待办任务描述",
+    )
+    status: Mapped[str] = mapped_column(
+        String(20), nullable=False, default="pending",
+        comment="状态: pending(待处理) / done(已完成)",
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        server_default=func.now(),
+    )
+
+
+class SalesOpportunity(Base):
+    """
+    销售机会表
+    跟踪每个客户的销售漏斗阶段和金额，用于经营看板和复盘报告。
+    stage 四阶段: 意向 → 谈判 → 成交 → 流失
+    """
+
+    __tablename__ = "sales_opportunities"
+
+    id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
+    )
+    customer_id: Mapped[uuid.UUID] = mapped_column(
+        UUID(as_uuid=True),
+        ForeignKey("clients.id", ondelete="CASCADE"),
+        nullable=False,
+        index=True,
+        comment="关联客户 ID",
+    )
+    amount: Mapped[float] = mapped_column(
+        Numeric(12, 2), nullable=False, default=0,
+        comment="预估/实际金额 (元)",
+    )
+    stage: Mapped[str] = mapped_column(
+        String(20), nullable=False, default="意向",
+        comment="漏斗阶段: 意向 / 谈判 / 成交 / 流失",
+    )
+    created_at: Mapped[datetime] = mapped_column(
+        server_default=func.now(),
+    )