hankin
423baff73b
- 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
133 lines
4.1 KiB
Python
133 lines
4.1 KiB
Python
# -*- coding: utf-8 -*-
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"""
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CRM 业务数据模型
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定义客户沟通日志、标签、跟进待办、销售机会四张业务表。
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所有主键均为 UUID，与 User/KnowledgeChunk 保持一致的 ID 策略。
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"""
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import uuid
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from datetime import datetime
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from sqlalchemy import ForeignKey, String, Text, Numeric, func
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from sqlalchemy.dialects.postgresql import UUID
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from sqlalchemy.orm import Mapped, mapped_column
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from app.core.database import Base
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class CustomerLog(Base):
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"""
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客户沟通日志表
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记录每次与客户的沟通内容（电话/拜访/微信等），
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新增日志时会触发后台 AI 任务自动提取标签和待办。
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"""
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__tablename__ = "customer_logs"
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id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
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)
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customer_id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True),
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ForeignKey("clients.id", ondelete="CASCADE"),
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nullable=False,
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index=True,
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comment="关联客户 ID",
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)
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content: Mapped[str] = mapped_column(
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Text, nullable=False, comment="沟通日志内容",
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)
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created_at: Mapped[datetime] = mapped_column(
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server_default=func.now(), comment="记录时间",
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)
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class CustomerTag(Base):
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"""
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客户标签表
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由 AI 从沟通日志中自动提取，也支持手动添加。
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同一客户下的标签名唯一（通过业务逻辑控制去重）。
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"""
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__tablename__ = "customer_tags"
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id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
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)
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customer_id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True),
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ForeignKey("clients.id", ondelete="CASCADE"),
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nullable=False,
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index=True,
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comment="关联客户 ID",
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)
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tag_name: Mapped[str] = mapped_column(
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String(100), nullable=False, comment="标签名称，如'价格敏感'、'决策周期长'",
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)
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created_at: Mapped[datetime] = mapped_column(
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server_default=func.now(),
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)
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class FollowUpToDo(Base):
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"""
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跟进待办表
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由 AI 根据沟通日志自动生成下一步行动建议，
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也可由用户手动创建。status 为简单的二态: pending / done。
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"""
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__tablename__ = "follow_up_todos"
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id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
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)
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customer_id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True),
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ForeignKey("clients.id", ondelete="CASCADE"),
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nullable=False,
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index=True,
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comment="关联客户 ID",
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)
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task_desc: Mapped[str] = mapped_column(
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Text, nullable=False, comment="待办任务描述",
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)
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status: Mapped[str] = mapped_column(
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String(20), nullable=False, default="pending",
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comment="状态: pending(待处理) / done(已完成)",
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)
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created_at: Mapped[datetime] = mapped_column(
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server_default=func.now(),
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)
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class SalesOpportunity(Base):
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"""
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销售机会表
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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。
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stage 四阶段: 意向 → 谈判 → 成交 → 流失
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"""
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__tablename__ = "sales_opportunities"
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id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True), primary_key=True, default=uuid.uuid4,
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)
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customer_id: Mapped[uuid.UUID] = mapped_column(
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UUID(as_uuid=True),
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ForeignKey("clients.id", ondelete="CASCADE"),
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nullable=False,
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index=True,
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comment="关联客户 ID",
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)
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amount: Mapped[float] = mapped_column(
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Numeric(12, 2), nullable=False, default=0,
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comment="预估/实际金额 (元)",
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)
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stage: Mapped[str] = mapped_column(
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String(20), nullable=False, default="意向",
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comment="漏斗阶段: 意向 / 谈判 / 成交 / 流失",
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)
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created_at: Mapped[datetime] = mapped_column(
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server_default=func.now(),
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)
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