commit 0dab6d4ca14135c7dcb9473a24f512afee9d7934 Author: tigerenwork Date: Thu Jun 18 22:39:49 2026 +0800 initial commit diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..9fa88ac --- /dev/null +++ b/.gitignore @@ -0,0 +1,2 @@ +.DS_Store +*.log diff --git a/.vscode/settings.json b/.vscode/settings.json new file mode 100644 index 0000000..aeda43d --- /dev/null +++ b/.vscode/settings.json @@ -0,0 +1,5 @@ +{ + "yaml.schemas": { + "file:///Users/tigeren/.vscode/extensions/sling.sling-vscode-0.2.3/schemas/schema.replication.json": "/Users/tigeren/Dev/docker/sling/sync_dev.yaml" + } +} \ No newline at end of file diff --git a/models b/models new file mode 100644 index 0000000..be6e05c --- /dev/null +++ b/models @@ -0,0 +1,2627 @@ +""" +CRM Models - Owned and Managed by Our Service + +These models are fully owned and managed by our service. +Schema changes should be consistent and controlled. + +━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ +TIMESTAMP COLUMN STANDARDS (see backlog/create_update_time_consistency_fix.md) +━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ + +Every new table MUST declare timestamps exactly as follows: + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + +Rules: + + 1. COLUMN NAMES — always `created_at` and `updated_at`. No other names + (create_time, update_time, last_modified_time, etc.) are permitted on + new tables. Old tables that used create_time/update_time keep those + legacy columns for backward compatibility but also have the standard + columns added alongside them. + + 2. DB-LEVEL ENFORCEMENT — both columns use `server_default=text(...)` so + the value is set by the database engine itself. This guarantees correct + timestamps regardless of the write path: ORM session.add/update, + raw session.execute(text("UPDATE ...")), or any other SQL client. + + 3. NO ORM onupdate= — never use `onupdate=` on `updated_at`. The + `ON UPDATE CURRENT_TIMESTAMP` clause in the server_default already + handles updates at the DB level for ALL write paths. The ORM-level + onupdate hook is bypassed by raw SQL and therefore unreliable. + + 4. NOT NULL — both columns must be nullable=False. A missing timestamp is + always a data quality defect. + + 5. APPEND-ONLY / IMMUTABLE TABLES — tables that are never updated (audit + logs, event ledgers, snapshot rows) need only `created_at`. Omitting + `updated_at` is acceptable and correct in that case; document it with + a comment on the class. + +COMMON MISTAKES TO AVOID: + + ❌ updated_at = Column(DateTime, server_default=text('CURRENT_TIMESTAMP'), + onupdate=text('CURRENT_TIMESTAMP')) + # Bad: onupdate= is ORM-only; raw SQL updates never trigger it. + + ❌ update_time = Column(DateTime, server_default=func.now(), onupdate=func.now()) + # Bad: func.now() in onupdate is also ORM-only, and dialect-sensitive. + + ❌ updated_at = Column(DateTime) + # Bad: no default, always NULL after insert. + + ✅ updated_at = Column(DateTime, nullable=False, + server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), + comment='更新时间') + +MIGRATION WORKFLOW: + + After adding or modifying columns in this file, run: + make create MSG="" + to auto-generate the Alembic migration, then review and apply with: + make upgrade +━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ +""" + +from sqlalchemy import Column, String, Integer, BigInteger, SmallInteger, Float, DateTime, Text, Date, Boolean, text, Numeric, Index, func, schema, Computed, JSON, UniqueConstraint +from sqlalchemy.sql import func +from sqlalchemy.dialects import mysql +from sqlalchemy.dialects.mysql import MEDIUMTEXT +from .crm_base import CRMBase +from engine.core.enums import RiskProgressType, RiskProgressStatus + + +class CRMTodo(CRMBase): + __tablename__ = 'crm_todos' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + title = Column(String(255), nullable=False, comment='待办事项标题') + description = Column(Text, comment='详细描述') + status = Column(String(50), comment='状态（待处理/进行中/已完成/已取消）系统状态') + priority = Column(String(50), comment='优先级（高/中/低）') + start_date = Column(Date, comment='开始日期') + due_date = Column(Date, comment='截止日期') + reminder_date = Column(Date, comment='提醒日期') + owner_status = Column(String(50), comment='负责人状态（待处理/进行中/已完成/已取消）') + ai_status = Column(String(50), comment='AI建议状态（待处理/进行中/已完成/已取消）') + ai_note = Column(Text, comment='AI建议备注') + eval_time = Column(DateTime, comment='评估时间') + + # 关联字段 + owner_id = Column(String(255), comment='负责人唯一性ID') + owner_name = Column(String(255), comment='负责人姓名') + opportunity_id = Column(String(255), comment='关联的商机唯一ID') + opportunity_name = Column(String(255), comment='关联的商机名称') + opportunity_stage = Column(String(255), comment='关联的商机阶段') + account_id = Column(String(255), comment='关联的客户唯一ID') + account_name = Column(String(255), comment='关联的客户名称') + department = Column(String(255), comment='部门') + department_id = Column(String(255), comment='部门唯一性ID') + + # 参与者 + internal_participants = Column(Text, comment='内部参与者（JSON格式）') + external_participants = Column(Text, comment='外部参与者即客户（JSON格式）') + linked_account_ids = Column(Text, comment='Mandatory: 关联的客户ID列表（JSON格式）') + linked_opportunity_ids = Column(Text, comment='Mandatory: 关联的商机ID列表（JSON格式）') + + # 分类和标签 + todo_type = Column(String(50), comment='待办类型（跟进/会议/电话/邮件/其他）') + category = Column(String(50), comment='分类（销售/客户服务/内部协调等）') + tags = Column(String(255), comment='标签（逗号分隔）') + todo_suggestion = Column(Text, comment='待办建议') + suggested_material = Column(Text, comment='建议材料') + playbook_item_ref = Column(String(255), comment='销售手册项目引用，格式：playbook_{stage}_{idx}，如playbook_Qualification_0，多个引用用逗号分隔') + + # 完成相关 + completion_date = Column(DateTime, comment='完成日期') + completion_note = Column(Text, comment='完成说明') + user_update_time = Column(DateTime, comment='用户更新时间（用户更新状态、完成说明或截止日期时的时间戳）') + + # 元数据 + data_source = Column(String(50), comment='数据来源（Review/Playbook/Meeting/Chatbot/CRM/等）') + creator = Column(String(255), comment='创建人') + creator_id = Column(String(255), comment='创建人唯一性ID') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + last_modifier = Column(String(255), comment='最后修改人') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='最后修改时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + is_deleted = Column(Boolean, default=False, server_default=text('0'), comment='是否删除') + delete_time = Column(DateTime, nullable=True, comment='删除时间') + correlation_id = Column(String(255), comment='关联ID') + + # Indexes for permission-based queries and filtering + # See: docs/permission/tsd_entry_list_permission_indexes.md + __table_args__ = ( + Index('idx_crm_todos_owner_id', 'owner_id', 'is_deleted'), + Index('idx_crm_todos_account_id', 'account_id', 'is_deleted'), + Index('idx_crm_todos_opportunity_id', 'opportunity_id', 'is_deleted'), + Index('idx_crm_todos_overdue', 'ai_status', 'due_date', 'is_deleted'), + {'comment': '待办事项表'}, + ) + + +class CRMTodoMergeEvent(CRMBase): + __tablename__ = 'crm_todo_merge_events' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID') + job_id = Column(String(255), nullable=True, comment='合并任务ID') + survivor_todo_id = Column(String(255), nullable=False, comment='保留的待办唯一ID') + merged_todo_id = Column(String(255), nullable=True, comment='被合并并软删除的待办唯一ID') + incoming_source = Column(String(50), nullable=True, comment='新待办来源') + survivor_source = Column(String(50), nullable=True, comment='保留待办来源') + decision = Column(String(100), nullable=False, comment='合并决策') + merge_action = Column(String(100), nullable=True, comment='LLM合并动作') + duplicate_reason = Column(Text, nullable=True, comment='重复判断原因') + llm_decision_json = Column(JSON, nullable=True, comment='LLM原始决策') + validated_decision_json = Column(JSON, nullable=True, comment='校验后的决策') + raw_candidate_json = Column(JSON, nullable=True, comment='新待办候选内容') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + + __table_args__ = ( + Index('idx_todo_merge_events_job', 'job_id'), + Index('idx_todo_merge_events_survivor', 'survivor_todo_id'), + Index('idx_todo_merge_events_merged', 'merged_todo_id'), + Index('idx_todo_merge_events_decision', 'decision'), + {'comment': '待办合并审计表'}, + ) + + +class CRMTodoMergeJob(CRMBase): + __tablename__ = 'crm_todo_merge_jobs' + + id = Column(Integer, primary_key=True, autoincrement=True) + job_id = Column(String(255), nullable=False, unique=True, comment='合并任务ID') + status = Column(String(50), nullable=False, server_default=text("'PENDING'"), comment='任务状态') + trigger_source = Column(String(100), nullable=True, comment='触发来源') + scope_key = Column(String(512), nullable=True, comment='合并范围键') + new_todo_ids_json = Column(JSON, nullable=False, comment='新建待办ID列表') + candidate_todo_ids_json = Column(JSON, nullable=True, comment='候选待办ID列表') + attempt_count = Column(Integer, nullable=False, server_default=text('0'), comment='尝试次数') + last_error = Column(Text, nullable=True, comment='最近错误') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + started_at = Column(DateTime, nullable=True, comment='开始时间') + completed_at = Column(DateTime, nullable=True, comment='完成时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_todo_merge_jobs_status', 'status'), + Index('idx_todo_merge_jobs_scope', 'scope_key'), + {'comment': '待办语义合并任务表'}, + ) + + + + + +class CRMSalesActivity(CRMBase): + __tablename__ = 'crm_sales_activities' + __table_args__ = ( + Index('idx_activity_type', 'communication_medium'), + Index('idx_record_date', 'record_date'), + Index('idx_correlation_id', 'correlation_id'), + Index('idx_account_id', 'account_id'), + Index('idx_opportunity_id', 'opportunity_id'), + {'comment': '销售活动记录表'}, + ) + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + + # Activity Type/Category/source + category = Column(String(50), comment='活动类别（如update/callhigh/其他）') + data_source = Column(String(100), comment='数据来源（URL/飞书/CRM/Chatbot/等）') + + # Time, Location and participants + record_date = Column(Date, nullable=False, comment='记录日期（YYYY-MM-DD）') + location = Column(String(255), comment='活动地点') + communication_medium = Column(String(255), comment='活动形式及沟通方式（如：线上会议/线下会议/电话/邮件/拜访/演示/提案等）') + + # Participants + internal_participants = Column(Text, comment='内部参与者（JSON格式）') + external_participants = Column(Text, comment='外部参与者即客户（JSON格式）') + key_stakeholders = Column(Text, comment='关键干系人') + + # Linked Entities + account_id = Column(String(255), comment='关联的客户ID') + account_name = Column(String(255), comment='关联的客户名称') + opportunity_id = Column(String(255), comment='关联的商机ID') + opportunity_name = Column(String(255), comment='关联的商机名称') + linked_account_ids = Column(Text, comment='Mandatory: 关联的客户ID列表（JSON格式）') + linked_opportunity_ids = Column(Text, comment='Mandatory: 关联的商机ID列表（JSON格式）') + owner_id = Column(String(255), comment='负责人ID') + owner_name = Column(String(255), comment='负责人姓名') + + # Core Content + summary = Column(String(500), nullable=False, comment='活动摘要') + detailed_notes = Column(Text, comment='详细记录') + + # Core Sales Opinions + next_steps = Column(Text, comment='下一步行动计划') + blockers = Column(Text, comment='当前障碍或挑战,即要解决的问题') + core_biz_info = Column(Text, comment='核心业务信息') + + # Optional Options + deal_probability_change = Column(String(50), comment='成单概率变化（上升/下降/不变）') + customer_sentiment = Column(String(50), comment='客户态度（积极/中性/消极）') + + # Metadata + correlation_id = Column(String(255), comment='关联ID') + creator = Column(String(255), comment='创建人') + creator_id = Column(String(255), comment='创建人唯一性ID') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + last_modifier = Column(String(255), comment='最后修改人') + last_modified_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='最后修改时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + +class CRMLogProcessingStatus(CRMBase): + __tablename__ = 'crm_log_processing_status' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + + # Source Identification + source_table = Column(String(255), comment='源数据表名') + source_field_name = Column(String(255), comment='源字段名称') + source_id = Column(Integer, comment='源数据ID') + source_unique_id = Column(String(255), comment='源数据唯一性ID') + + # Processing Status + processing_status = Column(String(50), nullable=False, default='PENDING', server_default=text("'PENDING'"), comment='处理状态（PENDING/PROCESSING/PROCESSED/FAILED）') + processing_stage = Column(String(50), comment='处理阶段（如：INITIAL/EXTRACT/TRANSFORM/LOAD）') + processing_attempts = Column(Integer, nullable=False, default=0, server_default=text('0'), comment='处理尝试次数') + last_processing_time = Column(DateTime, comment='最后处理时间') + processing_error = Column(Text, comment='处理错误信息') + processing_mode = Column(String(50), comment='处理模式（APPEND/CREATE）') + flag = Column(String(255), comment='标志位,标记该数据被处理的任务') + + # Source Data Hash + source_data_hash = Column(String(64), comment='源数据哈希值（用于检测变更）') + + # Metadata + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + # Define indexes to match database schema + __table_args__ = ( + Index('idx_log_processing_flag_status_source', 'flag', 'processing_status', 'source_unique_id'), + Index('idx_log_processing_source_unique_id', 'source_unique_id'), + Index('idx_processing_status', 'processing_status'), + Index('idx_source_id', 'source_id'), + Index('idx_source_table', 'source_table'), + {'comment': '日志处理状态跟踪表'}, + ) + + +class CRMMessageInbox(CRMBase): + __tablename__ = 'crm_message_inbox' + + id = Column(Integer, primary_key=True, autoincrement=True) + message_id = Column(String(255), nullable=False, unique=True, comment='Message public ID') + message_type = Column(String(100), nullable=False, comment='Message type, e.g. crm.visit_record.saved') + source_system = Column(String(100), nullable=False, comment='Source system') + source_table = Column(String(255), comment='Source table') + source_unique_id = Column(String(255), comment='Source unique ID') + dedupe_key = Column(String(512), nullable=False, unique=True, comment='Idempotency key') + payload_hash = Column(String(64), nullable=False, comment='Canonical payload SHA-256 hash') + payload = Column(JSON, nullable=False, comment='Raw message payload') + status = Column(String(50), nullable=False, default='RECEIVED', server_default=text("'RECEIVED'"), comment='Message status') + priority = Column(Integer, nullable=False, default=0, server_default=text('0'), comment='Higher value is claimed first') + available_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Earliest dispatch time') + received_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Message receipt time') + orchestrated_at = Column(DateTime, comment='Work item orchestration time') + completed_at = Column(DateTime, comment='Terminal completion time') + attempt_count = Column(Integer, nullable=False, default=0, server_default=text('0'), comment='Orchestration attempts') + last_error = Column(Text, comment='Last orchestration error') + trace_id = Column(String(255), comment='Upstream trace ID') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Create time') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='Update time') + + __table_args__ = ( + Index('idx_message_inbox_status_available', 'status', 'available_at', 'priority'), + Index('idx_message_inbox_source', 'source_table', 'source_unique_id'), + {'comment': 'Internal message inbox'}, + ) + + +class CRMMessageWorkItem(CRMBase): + __tablename__ = 'crm_message_work_items' + + id = Column(Integer, primary_key=True, autoincrement=True) + work_item_id = Column(String(255), nullable=False, unique=True, comment='Work item public ID') + message_id = Column(String(255), nullable=False, comment='Parent message ID') + work_type = Column(String(100), nullable=False, default='workflow_plan', server_default=text("'workflow_plan'"), comment='Work item type') + queue_name = Column(String(100), nullable=False, default='workflow_parallel', server_default=text("'workflow_parallel'"), comment='Logical queue name') + priority = Column(Integer, nullable=False, default=0, server_default=text('0'), comment='Higher value is claimed first') + plan_id = Column(String(255), comment='Workflow plan ID') + execution_id = Column(String(255), comment='Workflow execution ID') + report_id = Column(String(255), comment='Workflow report ID') + bootstrap_inputs = Column(JSON, comment='Workflow bootstrap inputs') + status = Column(String(50), nullable=False, default='PENDING', server_default=text("'PENDING'"), comment='Work item status') + attempt_count = Column(Integer, nullable=False, default=0, server_default=text('0'), comment='Dispatch attempts') + max_attempts = Column(Integer, nullable=False, default=3, server_default=text('3'), comment='Max dispatch attempts') + available_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Earliest dispatch time') + claimed_by = Column(String(255), comment='Dispatcher identity') + claimed_at = Column(DateTime, comment='Claim time') + started_at = Column(DateTime, comment='Start time') + submitted_at = Column(DateTime, comment='Celery submission time') + finished_at = Column(DateTime, comment='Terminal time') + last_error = Column(Text, comment='Last error') + output_ref = Column(JSON, comment='Output references or guard results') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Create time') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='Update time') + + __table_args__ = ( + Index('idx_message_work_items_message', 'message_id'), + Index('idx_message_work_items_ready', 'status', 'queue_name', 'available_at', 'priority'), + Index('idx_message_work_items_execution', 'execution_id'), + {'comment': 'Internal message work items'}, + ) + + +class CRMMessageWorkItemDependency(CRMBase): + __tablename__ = 'crm_message_work_item_deps' + + work_item_id = Column(String(255), primary_key=True, comment='Dependent work item ID') + depends_on_work_item_id = Column(String(255), primary_key=True, comment='Prerequisite work item ID') + dependency_type = Column(String(50), nullable=False, default='SUCCESS', server_default=text("'SUCCESS'"), comment='SUCCESS/COMPLETION/OUTPUT_EXISTS') + output_condition = Column(JSON, comment='Optional output condition') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Create time') + + __table_args__ = ( + Index('idx_message_work_item_deps_depends_on', 'depends_on_work_item_id'), + {'comment': 'Internal message work item dependencies'}, + ) + + +class CRMMessageDispatchLog(CRMBase): + __tablename__ = 'crm_message_dispatch_logs' + + id = Column(Integer, primary_key=True, autoincrement=True) + message_id = Column(String(255), nullable=False, comment='Message ID') + work_item_id = Column(String(255), comment='Work item ID') + event_type = Column(String(100), nullable=False, comment='Dispatch event type') + detail = Column(JSON, comment='Event detail') + error_message = Column(Text, comment='Error message') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Create time') + + __table_args__ = ( + Index('idx_message_dispatch_logs_message', 'message_id'), + Index('idx_message_dispatch_logs_work_item', 'work_item_id'), + {'comment': 'Internal message dispatch logs'}, + ) + + +class CRMEvalMetrics(CRMBase): + __tablename__ = 'crm_eval_metrics' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID') + metric_name = Column(String(255), nullable=False, comment='指标名称') + metric_type = Column(String(255), nullable=False, comment='指标类型') + account_id = Column(String(255), comment='客户ID') + opportunity_id = Column(String(255), comment='商机ID') + metric_value = Column(Float, comment='指标值') + metric_content = Column(Text, comment='指标内容') + metric_unit = Column(String(255), comment='指标单位') + metric_description = Column(Text, comment='指标描述') + eval_time = Column(DateTime, comment='评估时间') + is_active = Column(Boolean, default=True, server_default=text('1'), comment='是否为当前有效评估') + + # KPI metrics fields (for owner/department-based KPIs) + owner = Column(String(255), comment='负责人姓名（用于owner级别KPI）') + owner_id = Column(String(255), comment='负责人唯一性ID（用于owner级别KPI）') + department = Column(String(255), comment='部门名称（用于department级别KPI）') + department_id = Column(String(255), comment='部门唯一性ID（用于department级别KPI）') + time_period = Column(String(50), comment='时间周期（如Q1+Q2+Q3+Q4，用于Review 1s）') + report_date = Column(Date, comment='报告日期（报告生成的日期）') + report_datetime = Column(DateTime, comment='报告精确时间') + report_week_of_year = Column(Integer, comment='年内周数(1-53)') + report_month_of_year = Column(Integer, comment='年内月份(1-12)') + report_quarter_of_year = Column(Integer, comment='年内季度(1-4)') + report_year = Column(Integer, comment='报告年份') + execution_id = Column(String(255), comment='工作流执行ID（关联到报告）') + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + # Define indexes to match the SQL migration + __table_args__ = ( + Index('idx_owner_dept_period', 'owner', 'department', 'time_period'), + Index('idx_owner_id_dept_id', 'owner_id', 'department_id'), + Index('idx_execution_id', 'execution_id'), + Index('idx_report_date', 'report_date'), + Index('idx_report_year_week', 'report_year', 'report_week_of_year'), + Index('idx_report_year_month', 'report_year', 'report_month_of_year'), + Index('idx_report_year_quarter', 'report_year', 'report_quarter_of_year'), + {'comment': '评估指标表'}, + ) + + +class CRMPushNotification(CRMBase): + """Push notification configuration and tracking""" + __tablename__ = 'crm_push_notification' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + + # Notification Basic Info + title = Column(String(255), nullable=False, comment='通知标题') + content = Column(Text, comment='通知内容') + notification_type = Column(String(50), nullable=False, comment='通知类型（workflow_complete/workflow_started/workflow_failed/custom）') + priority = Column(String(20), default='medium', comment='优先级（high/medium/low）') + + # Workflow Linkage + plan_id = Column(String(255), comment='关联的工作流计划ID') + execution_id = Column(String(255), comment='关联的工作流执行ID') + report_id = Column(String(255), comment='关联的报告ID') + tenant_id = Column(String(255), nullable=False, comment='租户ID') + correlation_id = Column(String(255), comment='关联ID，用于追踪相关联的业务实体') + + # Scheduling and Status + status = Column(String(50), nullable=False, default='pending', comment='通知状态（pending/scheduled/sent/failed/cancelled）') + scheduled_time = Column(DateTime, comment='计划发送时间') + trigger_condition = Column(String(100), comment='触发条件（immediate/workflow_complete/delay/custom）') + delay_minutes = Column(Integer, comment='延迟发送分钟数') + + # Third-party Service Integration + target_service = Column(String(100), comment='目标第三方服务名称（webhook/email/sms/slack/dingtalk等）') + api_endpoint = Column(String(500), comment='第三方服务API端点') + http_method = Column(String(10), default='POST', comment='HTTP方法（GET/POST/PUT等）') + + # Payload and Headers + request_payload = Column(Text, comment='发送给第三方服务的完整请求载荷（JSON格式）') + request_headers = Column(Text, comment='HTTP请求头（JSON格式）') + auth_config = Column(Text, comment='认证配置（JSON格式，支持Bearer Token/API Key等）') + + # Retry Logic + max_retry_attempts = Column(Integer, default=3, comment='最大重试次数') + current_retry_count = Column(Integer, default=0, comment='当前重试次数') + retry_interval_minutes = Column(Integer, default=5, comment='重试间隔（分钟）') + next_retry_time = Column(DateTime, comment='下次重试时间') + + # Response and Error Tracking + last_sent_time = Column(DateTime, comment='最后发送时间') + response_status_code = Column(Integer, comment='第三方服务响应状态码') + response_body = Column(Text, comment='第三方服务响应内容') + error_message = Column(Text, comment='错误信息') + + # Business Context (for notification content generation) + linked_account_ids = Column(Text, comment='关联的客户ID列表（JSON格式）') + linked_opportunity_ids = Column(Text, comment='关联的商机ID列表（JSON格式）') + business_context = Column(Text, comment='业务上下文信息（JSON格式，用于动态生成通知内容）') + + # Metadata + created_by = Column(String(255), comment='创建人') + created_by_id = Column(String(255), comment='创建人ID') + tags = Column(String(255), comment='标签（逗号分隔）') + notes = Column(Text, comment='备注信息') + + # Timestamps + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + completed_time = Column(DateTime, comment='完成时间') + expired_time = Column(DateTime, comment='过期时间') + + __table_args__ = ( + {'comment': '推送通知配置表'}, + ) + + +class CRMAccountAssessment(CRMBase): + """Account assessment records""" + __tablename__ = 'crm_account_assessment' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + assessment_date = Column(Date, nullable=False, comment='日期') + account_id = Column(String(255), comment='客户ID') + account_name = Column(String(255), comment='客户名称') + customer_type = Column(String(50), comment='客户类型(end_customer/partner)') + account_level = Column(String(255), comment='客户等级') + + is_first_visit = Column(Boolean, comment='是否首次拜访') + assessment_flag = Column(Text, comment='评估结果(red/yellow/green)') + assessment_description = Column(Text, comment='评估描述') + assessment_description_en = Column(Text, comment='评估描述英文') + opportunity_ids = Column(Text, comment='商机UniqueID列表, json Array格式') + opportunity_names = Column(Text, comment='商机名称列表, json Array格式') + + # 销售自行填写的信息 + follow_up_note = Column(Text, comment='销售跟进记录') + follow_up_note_en = Column(Text, comment='销售跟进记录(英文)') + follow_up_next_step = Column(Text, comment='销售跟进下一步') + follow_up_next_step_en = Column(Text, comment='销售跟进下一步(英文)') + + # Simple link to statistics + correlation_id = Column(String(255), comment='关联ID，用于链接到CRMDailyAccountStatistics') + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + {'comment': '客户评估表'}, + ) + + +class CRMDailyAccountStatistics(CRMBase): + __tablename__ = 'crm_daily_account_statistics' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID') + report_date = Column(Date, nullable=False, comment='日期') + + sales_id = Column(String(255), comment='销售ID') + sales_name = Column(String(255), comment='销售名字') + department_id = Column(String(255), comment='部门ID') + department_name = Column(String(255), comment='部门名字') + + # Assessment statistics + assessment_red_count = Column(Integer, default=0, comment='评估为red的次数') + assessment_yellow_count = Column(Integer, default=0, comment='评估为yellow的次数') + assessment_green_count = Column(Integer, default=0, comment='评估为green的次数') + + # 最终客户跟进统计 + end_customer_total_follow_up = Column(Integer, default=0, comment='总跟进最终客户数') + end_customer_total_first_visit = Column(Integer, default=0, comment='总首次拜访最终客户数') + end_customer_total_multi_visit = Column(Integer, default=0, comment='总多次拜访最终客户数') + + # 合作伙伴跟进统计 + partner_total_follow_up = Column(Integer, default=0, comment='总跟进合作伙伴数') + partner_total_first_visit = Column(Integer, default=0, comment='总首次拜访合作伙伴数') + partner_total_multi_visit = Column(Integer, default=0, comment='总多次拜访合作伙伴数') + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + {'comment': '客户日报统计表'}, + ) + + +class CRMReportIndex(CRMBase): + __tablename__ = 'crm_report_index' + + id = Column(Integer, primary_key=True, autoincrement=True) + + # Business identifiers + unique_id = Column(String(255), nullable=False, comment='唯一性ID') + report_id = Column(Integer, nullable=False, comment='报告ID, 对应CRMReport表的id') + report_id_code = Column(String(255), nullable=False, comment='报告ID编码, 对应CRMReport表的report_id') + execution_id = Column(String(255), nullable=False, comment='执行ID') + plan_id = Column(String(255), nullable=False, comment='计划ID') + + # Report classification + report_type = Column(String(64), nullable=False, comment='报告类型: review1/review1s/review2/review5/previsit/daily') + report_calendar_type = Column(String(64), nullable=False, comment='报告周期类型: daily/weekly/monthly/quarterly/yearly') + report_status = Column(String(32), nullable=False, default='published', comment='报告状态: draft/published/archived') + + # Date fields for efficient period-based queries + report_date = Column(Date, nullable=False, comment='报告日期') + report_datetime = Column(DateTime, nullable=False, comment='报告精确时间') + report_week_of_year = Column(Integer, nullable=False, comment='年内周数(1-53)') + report_month_of_year = Column(Integer, nullable=False, comment='年内月份(1-12)') + report_quarter_of_year = Column(Integer, nullable=False, comment='年内季度(1-4)') + report_year = Column(Integer, nullable=False, comment='报告年份') + + # Business context for efficient filtering + created_by = Column(String(255), comment='创建人') + department_id = Column(String(255), comment='部门ID') + department_name = Column(String(255), comment='部门名字') + + # Metadata + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + # Essential indexes for performance + __table_args__ = ( + # Primary lookup indexes - most common query patterns + Index('idx_report_type_date', 'report_type', 'report_date'), + Index('idx_execution_id', 'execution_id'), + Index('idx_report_id', 'report_id'), + Index('idx_unique_id', 'unique_id'), + {'comment': '报告索引表'}, + ) + + +class CRMChargeAudit(CRMBase): + __tablename__ = 'crm_charge_audit' + + id = Column(Integer, primary_key=True, autoincrement=True) + + # Workflow execution context + execution_id = Column(String(255), nullable=False, comment='工作流执行ID') + plan_id = Column(String(255), nullable=False, comment='执行计划ID') + report_id = Column(String(255), comment='报告ID') + version = Column(Integer, comment='执行版本') + step_id = Column(String(255), comment='产生计费项的步骤ID') + + # Business object context + charge_item_type = Column(String(100), nullable=False, comment='计费项类型') + business_object_type = Column(String(100), nullable=False, comment='业务对象类型，如account/opportunity') + business_object_id = Column(String(255), nullable=False, comment='业务对象ID') + business_object_name = Column(String(255), comment='业务对象名称') + + # External charging payload + trace_id = Column(String(100), nullable=False, comment='外部计费trace_id') + operator = Column(String(100), nullable=False, comment='操作人') + item_url = Column(String(500), comment='计费项结果URL') + review_detail = Column(String(500), nullable=False, comment='计费明细链接或引用') + ai_module_key = Column(String(100), nullable=False, comment='AI模块key') + + # External charging lifecycle + status = Column(String(50), nullable=False, default='pending', server_default=text("'pending'"), comment='pending/sent/failed/skipped') + external_usage_record_id = Column(String(255), comment='外部用量记录ID') + external_sync_status = Column(String(100), comment='外部同步状态') + charge_request = Column(JSON, comment='发送给外部计费服务的请求') + charge_response = Column(JSON, comment='外部计费服务响应') + error_message = Column(Text, comment='错误信息') + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + charged_at = Column(DateTime, comment='发送计费时间') + + __table_args__ = ( + UniqueConstraint('trace_id', name='uq_crm_charge_audit_trace_id'), + UniqueConstraint( + 'execution_id', + 'ai_module_key', + 'business_object_type', + 'business_object_id', + name='uq_crm_charge_audit_business_item', + ), + Index('idx_crm_charge_audit_execution', 'execution_id', 'plan_id'), + Index('idx_crm_charge_audit_business_object', 'business_object_type', 'business_object_id'), + Index('idx_crm_charge_audit_status', 'status'), + {'comment': 'AI计费审计表'}, + ) + + +class CRMSystemConfiguration(CRMBase): + __tablename__ = 'crm_system_configurations' + + id = Column(Integer, primary_key=True, autoincrement=True) + config_type = Column(String(255), nullable=False, comment='配置类型（如CommunicationCategory/VisitStatus/UserRoles等）') + config_key = Column(String(255), nullable=False, comment='配置键') + config_value = Column(String(255), nullable=False, comment='配置值') + is_active = Column(Boolean, nullable=False, default=True, comment='是否启用') + description = Column(Text, comment='配置描述') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + # Define indexes to match the SQL table definition + __table_args__ = ( + Index('idx_config_type', 'config_type'), + Index('idx_config_key', 'config_key'), + Index('idx_config_type_key', 'config_type', 'config_key'), + # Note: unique constraint is handled by the unique key in SQL + {'comment': '系统配置表'}, + ) + + +class CRMForecastTypeMapping(CRMBase): + """Canonical forecast type mapping table. + + Maps internal type keys (e.g. 'commit', 'closed_won') to the customer-specific + text values that appear in the CRM data. The stats endpoint always emits all + active rows in display_order, zero-filling types that have no data in the + current filter scope. + """ + __tablename__ = 'crm_forecast_type_mappings' + + id = Column(Integer, primary_key=True, autoincrement=True) + internal_type = Column(String(50), nullable=False, comment='内部类型键 (e.g. commit, closed_won, upside, pipeline, lost_cancel)') + customer_values = Column(Text, nullable=False, comment='客户侧文本值列表（JSON数组，不区分大小写匹配）') + display_order = Column(Integer, nullable=False, default=0, comment='前端展示顺序（数字越小越靠前）') + is_active = Column(Boolean, nullable=False, default=True, server_default=text('1'), comment='是否启用') + description = Column(Text, comment='配置描述') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_crm_ftm_internal_type', 'internal_type', unique=True), + Index('idx_crm_ftm_display_order', 'display_order'), + Index('idx_crm_ftm_is_active', 'is_active'), + {'comment': 'Forecast type 标准映射表'}, + ) + + +class CRMPlaybook(CRMBase): + """Playbook-level metadata for selectable playbooks.""" + __tablename__ = 'crm_playbook' + + id = Column(Integer, primary_key=True, autoincrement=True) + handbook_id = Column(String(64), nullable=False, comment='销售手册ID') + name = Column(String(255), nullable=False, comment='销售手册名称') + description = Column(Text, comment='描述') + is_active = Column(Boolean, default=True, server_default=text('1'), comment='是否启用') + is_default = Column(Boolean, default=False, server_default=text('0'), comment='是否默认销售手册') + created_by = Column(String(255), comment='创建人') + updated_by = Column(String(255), comment='更新人') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_crm_playbook_handbook_id', 'handbook_id', unique=True), + Index('idx_crm_playbook_active', 'is_active'), + Index('idx_crm_playbook_default', 'is_default'), + {'comment': 'Playbook元数据表'}, + ) + + +class CRMDataQualityWarning(CRMBase): + """Persisted data-quality warnings emitted by scheduled/manual scanners.""" + __tablename__ = 'crm_data_quality_warnings' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID') + scan_id = Column(String(255), nullable=False, comment='扫描ID') + rule_id = Column(String(255), nullable=False, comment='规则ID') + severity = Column(String(50), nullable=False, default='warning', server_default=text("'warning'"), comment='严重级别') + status = Column(String(50), nullable=False, default='active', server_default=text("'active'"), comment='状态(active/resolved)') + identity_hash = Column(String(64), nullable=False, comment='规则发现项身份哈希') + + source_table = Column(String(255), nullable=False, comment='源表') + source_field = Column(String(255), comment='源字段') + source_value = Column(String(255), comment='源字段值') + handbook_id = Column(String(64), comment='Playbook handbook_id') + affected_count = Column(Integer, nullable=False, default=0, server_default=text('0'), comment='影响记录数') + sample_entity_ids = Column(Text, comment='样例实体ID(JSON)') + details = Column(Text, comment='规则上下文(JSON)') + + first_seen_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='首次发现时间') + last_seen_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='最近发现时间') + resolved_at = Column(DateTime, comment='解决时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_dq_warning_rule_status', 'rule_id', 'status'), + Index('idx_dq_warning_identity_status', 'identity_hash', 'status', unique=True), + Index('idx_dq_warning_last_seen', 'last_seen_at'), + Index('idx_dq_warning_severity_status', 'severity', 'status'), + {'comment': '数据质量告警表'}, + ) + + +class CRMSentinelEvent(CRMBase): + """Persisted sentinel health findings for dashboarding and alerting.""" + __tablename__ = 'crm_sentinel_events' + + id = Column(Integer, primary_key=True, autoincrement=True) + event_id = Column(String(255), nullable=False, comment='Public event ID') + check_name = Column(String(100), nullable=False, comment='Check name e.g. stale_task') + severity = Column(String(20), nullable=False, comment='INFO/WARNING/CRITICAL') + status = Column(String(20), nullable=False, default='OPEN', server_default=text("'OPEN'"), comment='OPEN/RESOLVED/SUPPRESSED') + subject_type = Column(String(100), nullable=False, comment='task_execution/work_item/celery_queue/db_session') + subject_id = Column(String(255), nullable=False, comment='Subject identifier') + message = Column(Text, nullable=False, comment='Human-readable description') + detail = Column(JSON, comment='Structured payload') + resolved_at = Column(DateTime, comment='When finding was resolved') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Create time') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='Update time') + + __table_args__ = ( + Index('idx_sentinel_event_id', 'event_id', unique=True), + Index('idx_sentinel_check_status', 'check_name', 'status'), + Index('idx_sentinel_subject', 'subject_type', 'subject_id'), + Index('idx_sentinel_severity_status_created', 'severity', 'status', 'created_at'), + Index('idx_sentinel_open_lookup', 'check_name', 'subject_id', 'status'), + {'comment': 'Sentinel health monitor events'}, + ) + + +class CRMSentinelScheduleLog(CRMBase): + """Tracks scheduled workflow triggers for submission verification.""" + __tablename__ = 'crm_sentinel_schedule_log' + + id = Column(Integer, primary_key=True, autoincrement=True) + log_id = Column(String(255), nullable=False, comment='Public log ID') + plan_id = Column(String(255), nullable=False, comment='Workflow plan ID') + execution_id = Column(String(255), nullable=False, comment='Expected task execution ID') + triggered_at = Column(DateTime, nullable=False, comment='When trigger succeeded') + trigger_source = Column(String(50), nullable=False, default='manual', server_default=text("'manual'"), comment='cronicle/manual') + verified_at = Column(DateTime, comment='When submission check completed') + status = Column(String(20), nullable=False, default='PENDING', server_default=text("'PENDING'"), comment='PENDING/VERIFIED/MISSING') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='Create time') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='Update time') + + __table_args__ = ( + Index('idx_sentinel_schedule_log_id', 'log_id', unique=True), + Index('idx_sentinel_schedule_plan_status', 'plan_id', 'status'), + Index('idx_sentinel_schedule_execution', 'execution_id'), + {'comment': 'Sentinel scheduled trigger audit log'}, + ) + + +class CRMPlaybookMapping(CRMBase): + """Field-based playbook mapping - any opportunity field can be mapped to a playbook""" + __tablename__ = 'crm_playbook_mapping' + + id = Column(Integer, primary_key=True, autoincrement=True) + field_name = Column(String(100), nullable=False, comment='字段名 (e.g., business_type, opportunity_stage)') + field_value = Column(String(255), nullable=False, comment='字段值 (e.g., 新签, Discovery)') + handbook_id = Column(String(64), nullable=False, comment='关联的playbook handbook_id') + description = Column(Text, comment='描述') + is_active = Column(Boolean, default=True, comment='是否启用') + priority = Column(Integer, default=0, comment='优先级，高优先级优先匹配') + created_by = Column(String(255), comment='创建人') + updated_by = Column(String(255), comment='更新人') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_field_mapping', 'field_name', 'field_value', unique=True), + Index('idx_handbook_id', 'handbook_id'), + Index('idx_is_active_priority', 'is_active', 'priority'), + {'comment': 'Playbook字段映射表'}, + ) + + +class CRMDiagnosticPlaybook(CRMBase): + __tablename__ = 'diagnostic_playbook' + + id = Column(Integer, primary_key=True, autoincrement=True) + + # Execution tracking + plan_id = Column(String(64), nullable=False, comment='执行计划ID') + report_id = Column(String(64), comment='报告ID') + execution_id = Column(String(255), nullable=False, comment='执行ID, naming convention: plan__') + + # General info + handbook_id = Column(String(64), nullable=False, comment='手册ID') + name = Column(String(255), nullable=False, comment='手册名称') + version = Column(String(255), nullable=False, comment='手册版本') + status = Column(String(255), nullable=False, comment='手册状态: active(生效中), draft(草稿), archived(已归档), deprecated(已废弃)') + type = Column(String(255), nullable=False, comment='手册类型') + sequence = Column(Integer, nullable=False, default=1, comment='销售阶段顺序，用于确定阶段的先后顺序，从1开始') + + # Sales process definition + sales_stage = Column(String(255), comment='销售阶段') + stage_category = Column(String(64), comment='阶段语义分类: open/closed_won/closed_lost/cancelled') + stage_attributes = Column(JSON, comment='阶段行为属性覆盖(JSON)') + sales_key_activities = Column(Text, comment='销售关键动作') + sales_deliverables = Column(Text, comment='交付成果') + sales_exit_criteria = Column(Text, comment='阶段转化标准') + sales_key_info = Column(Text, comment='关键获取信息(CRM必填项)') + sales_outcomes = Column(Text, comment='销售阶段任务') + + # Customer behavior and evaluation + customer_behavior_purchase = Column(Text, comment='客户采购行为') + customer_behavior_supporting = Column(Text, comment='客户支持行为') + sales_alerts = Column(Text, comment='预警') + fcst_eval_checklist = Column(Text, comment='FCST评估清单') + fcst_eval_guidance = Column(Text, comment='FCST评估指引') + + # Timestamps + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_diagnostic_playbook_stage_lookup', 'handbook_id', 'status', 'sales_stage'), + Index('idx_diagnostic_playbook_stage_category', 'handbook_id', 'stage_category'), + {'comment': '诊断Playbook表'}, + ) + + +class CRMACVTargets(CRMBase): + __tablename__ = 'crm_acv_targets' + __table_args__ = {'comment': '按财年/季度保存ACV目标（quarter为NULL表示全年）'} + + id = Column(Integer, primary_key=True, autoincrement=True) + fiscal_year = Column(String(9), nullable=False, comment='财年（如2026/2027）') + quarter = Column(String(8), comment='季度（如Q1、Q2、Q3、Q4，NULL表示全年）') + category = Column(String(255), comment='类别(FCST/FCST_NE)') + department = Column(String(255), comment='部门') + owner = Column(String(255), comment='负责人') + target_acv = Column(Numeric(18, 2), nullable=False, comment='ACV目标') + notes = Column(Text, comment='备注') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + # TODO: 新增一个字段is_active, 用于标识是否为当前有效目标 + + # Computed column for business key (FY + period suffix) + # Used by KPI calculations and query strategies + # Note: Using VIRTUAL (persisted=False) because STORED cannot be added via ALTER TABLE + biz_key = Column( + String(16), + Computed( + "CONCAT('FY', RIGHT(SUBSTRING_INDEX(fiscal_year, '/', 1), 2), IFNULL(quarter, ''))", + persisted=False # VIRTUAL computed column (not STORED) + ), + comment='业务主键（如FY26Q1，全年为FY26）' + ) + + +class CRMAchievementTimeseries(CRMBase): + """Pre-computed cumulative achievement time-series for the line chart (业绩达成与预测折线图).""" + + __tablename__ = "crm_achievement_timeseries" + + id = Column(BigInteger, primary_key=True, autoincrement=True) + # Dimension keys + period_type = Column(String(10), nullable=False, comment="yearly, quarterly, monthly") + period = Column(String(20), nullable=False, comment="FY26, FY26Q1, 2025-04") + scope_type = Column(String(20), nullable=False, comment="company, department, owner") + scope_id = Column(String(100), default=None, comment="department_id or owner_id; NULL for company") + scope_name = Column(String(200), default=None, comment="department or owner name; NULL for company") + granularity = Column(String(10), nullable=False, comment="daily or weekly") + point_date = Column(Date, nullable=False, comment="date this data point represents") + # Cumulative values at point_date + target = Column(Numeric(18, 2), default=0, comment="target line") + cum_closed = Column(Numeric(18, 2), default=0, comment="Closed Won by close_date ≤ point_date") + cum_commit_sales = Column(Numeric(18, 2), default=0, comment="cum_closed + sales Commit projected") + cum_commit_ai = Column(Numeric(18, 2), default=0, comment="cum_closed + AI Commit projected") + cum_upside_sales = Column(Numeric(18, 2), default=0, comment="cum_closed + Commit + Upside projected") + + # Versioning & lifecycle + version = Column(Integer, nullable=False, default=1, server_default=text('1')) + is_active = Column(Boolean, nullable=False, default=True, server_default=text('1'), comment="1=active, 0=superseded") + superseded_at = Column(DateTime, default=None) + superseded_by = Column(String(100), default=None) + # Snapshot dimension + as_of_date = Column(Date, nullable=False, comment="run_date when this snapshot was computed") + data_cutoff_date = Column(Date, default=None, comment="Data cut-off (inclusive). When NULL, treat as_of_date as cut-off.") + # Computation metadata + computed_at = Column(DateTime, nullable=False) + execution_id = Column(String(100), default=None) + + __table_args__ = ( + Index( + "idx_ts_lookup", + "period_type", + "period", + "scope_type", + "scope_id", + "granularity", + "as_of_date", + "point_date", + "is_active", + ), + Index("idx_ts_version", "period", "version", "is_active"), + Index("idx_ts_as_of", "as_of_date", "is_active"), + {'comment': 'Pre-computed cumulative achievement time-series for line chart'}, + ) + + +class CRMKAAccounts(CRMBase): + __tablename__ = 'crm_ka_accounts' + + id = Column(Integer, primary_key=True, autoincrement=True) + account_id = Column(String(255), nullable=False, comment='客户唯一性ID') + account_name = Column(String(255), nullable=False, comment='客户名称') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + status = Column(String(20), default='active', comment='状态: active, inactive') + flag = Column(String(255), comment='标志位,区分不同类别的KA客户') + + # Define indexes to match database schema + __table_args__ = ( + Index('idx_account', 'account_id'), + {'comment': 'KA客户表'}, + ) + + +class CRMKeyOpportunities(CRMBase): + __tablename__ = 'crm_key_opportunities' + + id = Column(Integer, primary_key=True, autoincrement=True) + opportunity_id = Column(String(255), nullable=False, comment='商机唯一性ID') + opportunity_name = Column(String(255), nullable=False, comment='商机名称') + account_id = Column(String(255), nullable=False, comment='客户唯一性ID') + account_name = Column(String(255), nullable=False, comment='客户名称') + opportunity_stage = Column(String(255), comment='商机阶段') + expected_closing_quarter = Column(String(50), comment='预期成交季度') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + status = Column(String(20), default='active', server_default=text("'active'"), comment='状态: active, inactive') + flag = Column(String(255), comment='标志位,区分不同用途的关键商机') + + # Define indexes to match database schema + __table_args__ = ( + Index('idx_account_id', 'account_id'), + Index('idx_expected_closing_quarter', 'expected_closing_quarter'), + Index('idx_flag', 'flag'), + Index('idx_opportunity_id', 'opportunity_id'), + Index('idx_status', 'status'), + {'comment': '关键商机表'}, + ) + + +# NOTE: These tables are commented out as they are not currently used +# If needed in the future, uncomment and create migration +# class CRMStageConfig(CRMBase): +# __tablename__ = 'crm_stage_config' +# +# id = Column(Integer, primary_key=True, autoincrement=True) +# tenant_id = Column(String(50), nullable=True, comment='租户ID, 为空表示通用配置') +# +# # 具体阶段定义 +# stage_code = Column(String(100), nullable=False, comment='具体阶段代码（租户特定）') +# stage_name = Column(String(200), nullable=False, comment='具体阶段显示名称') +# stage_order = Column(Integer, nullable=False, comment='阶段顺序（1,2,3...）') +# +# # 高层分类映射（用于 Review/Report 流程） +# high_level_category = Column(String(50), nullable=False, comment='高层分类（INITIATION: 销售启动阶段, QUALIFICATION: 资格确认阶段, EVALUATION: 评估阶段, NEGOTIATION: 谈判阶段, CLOSURE: 结束阶段）') +# is_final_stage = Column(Boolean, default=False, comment='是否最终阶段') +# +# # 映射配置 +# source_stage_names = Column(Text, comment='源系统阶段名称映射（JSON格式）') +# +# # 业务配置 +# # probability_percentage = Column(Numeric(5, 2), default=0, comment='成单概率百分比') +# # requires_approval = Column(Boolean, default=False, comment='是否需要审批') +# +# # 元数据 +# is_active = Column(Boolean, default=True, comment='是否启用') +# create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') +# update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') +# +# +# class CRMStageTransitionRules(CRMBase): +# __tablename__ = 'crm_stage_transition_rules' +# +# id = Column(Integer, primary_key=True, autoincrement=True) +# tenant_id = Column(String(50), nullable=True, comment='租户ID, 为空表示通用配置') +# from_stage_code = Column(String(100), nullable=False, comment='起始阶段代码') +# to_stage_code = Column(String(100), nullable=False, comment='目标阶段代码') +# is_allowed = Column(Boolean, default=True, comment='是否允许转换') +# create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + + +class CRMTrackedFieldSnapshots(CRMBase): + __tablename__ = 'crm_tracked_field_snapshots' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + source_table = Column(String(255), comment='源数据表名') + source_id = Column(Integer, comment='源数据记录ID') + source_unique_id = Column(String(255), comment='源数据记录唯一性ID') + source_field_name = Column(String(255), comment='源数据字段名称') + last_processed_content = Column(Text, comment='最后处理内容') + last_processed_hash = Column(String(255), comment='最后处理哈希值') + last_processed_time = Column(DateTime, comment='最后处理时间') + delta_content = Column(Text, comment='增量内容') + flag = Column(String(255), comment='标志位,标记该数据被处理的任务') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + # Define indexes to match database schema + __table_args__ = ( + Index('idx_unique_id', 'unique_id'), + {'comment': '跟踪字段快照表'}, + ) + + +class CRMBIReports(CRMBase): + __tablename__ = 'bi_reports' + + id = Column(Integer, primary_key=True, autoincrement=True) + report_id = Column(String(255), nullable=False, comment='报告ID') + plan_id = Column(String(255), comment='执行计划ID') + execution_id = Column(String(255), nullable=False, unique=True, comment='执行ID, naming convention: _') + report_type = Column(String(64), nullable=False, comment='报告类型，例如: previsit, postvisit, quarterly, etc.') + account_id = Column(String(255), comment='关联客户唯一ID，用于避免报告查询时解析report_content') + + # General Information + report_name = Column(String(255), comment='报告名称') + report_status = Column(String(32), default='published', server_default=text("'published'"), comment='报告状态: draft, published, archived') + + # Report Content - Stored as JSON to maintain flexibility + report_content = Column(MEDIUMTEXT, comment='报告内容，包含所有分析结果') + report_content_en = Column(MEDIUMTEXT, comment='报告内容英文') + report_content_multi_lang = Column(MEDIUMTEXT, comment='报告内容(多语言)') + report_metadata = Column(Text, comment='报告元数据，例如生成参数、来源等') + + # Tracking and Audit + version = Column(Integer, default=1, server_default=text('1'), comment='报告版本号') + created_by = Column(String(64), comment='创建人') + updated_by = Column(String(64), comment='更新人') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + # Define indexes to match database schema + __table_args__ = ( + Index('idx_created_at', 'created_at'), + Index('idx_execution_id', 'execution_id'), + Index('idx_report_id', 'report_id'), + Index('idx_report_type', 'report_type'), + Index('idx_bi_reports_type_account_created', 'report_type', 'account_id', 'created_at'), + {'comment': '销售报告表'}, + ) + + +class CRMAccountReviewExecutionIndex(CRMBase): + __tablename__ = 'crm_account_review_execution_index' + + id = Column(Integer, primary_key=True, autoincrement=True) + account_id = Column(String(255), nullable=False, unique=True, comment='客户唯一性ID') + execution_id = Column(String(255), nullable=False, comment='最新review2报告的execution_id') + report_id = Column(String(255), comment='报告ID') + plan_id = Column(String(255), comment='执行计划ID') + report_created_time = Column(DateTime, nullable=False, comment='报告创建时间') + last_updated_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='索引最后更新时间') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='索引创建时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_execution_id', 'execution_id'), + Index('idx_report_created_time', 'report_created_time'), + # Note: account_id has unique=True which automatically creates an index + {'comment': '客户复盘执行索引表'}, + ) + + +class CRMOpportunityReviewExecutionIndex(CRMBase): + __tablename__ = 'crm_opportunity_review_execution_index' + + id = Column(Integer, primary_key=True, autoincrement=True) + opportunity_id = Column(String(255), nullable=False, unique=True, comment='商机唯一性ID') + execution_id = Column(String(255), nullable=False, comment='关联账户的最新review2报告的execution_id') + account_id = Column(String(255), comment='关联的账户ID') + report_id = Column(String(255), comment='报告ID') + plan_id = Column(String(255), comment='执行计划ID') + report_created_time = Column(DateTime, nullable=False, comment='报告创建时间') + last_updated_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='索引最后更新时间') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='索引创建时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_execution_id', 'execution_id'), + Index('idx_account_id', 'account_id'), + Index('idx_report_created_time', 'report_created_time'), + {'comment': '商机复盘执行索引表'}, + ) + + +class CRMAccountOpportunityAssessment(CRMBase): + __tablename__ = 'crm_account_opportunity_assessment' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + assessment_date = Column(Date, nullable=False, comment='评估日期') + account_id = Column(String(255), comment='客户ID') + account_name = Column(String(255), comment='客户名称') + opportunity_id = Column(String(255), comment='商机ID（NULL表示未关联商机）') + opportunity_name = Column(String(255), comment='商机名称（NULL表示未关联商机）') + assessment_flag = Column(Text, comment='评估结果(red/yellow/green)') + assessment_description = Column(Text, comment='评估描述') + assessment_description_en = Column(Text, comment='评估描述(英文)') + customer_type = Column(String(50), comment='客户类型(end_customer/partner)') + account_level = Column(String(255), comment='客户等级') + is_first_visit = Column(Boolean, comment='是否首次拜访') + follow_up_note = Column(Text, comment='销售跟进记录') + follow_up_note_en = Column(Text, comment='销售跟进记录(英文)') + follow_up_next_step = Column(Text, comment='销售跟进下一步') + follow_up_next_step_en = Column(Text, comment='销售跟进下一步(英文)') + correlation_id = Column(String(255), comment='关联ID，用于链接到部门/公司汇总') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_assessment_date', 'assessment_date'), + Index('idx_account_opportunity_date', 'account_id', 'opportunity_id', 'assessment_date'), + Index('idx_opportunity_id', 'opportunity_id'), + Index('idx_correlation_id', 'correlation_id'), + {'comment': '客户商机评估表'}, + ) + + +class CRMDepartmentDailySummary(CRMBase): + __tablename__ = 'crm_department_daily_summary' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + report_date = Column(Date, nullable=False, comment='日期') + summary_type = Column(String(50), nullable=False, comment='汇总类型(department/company)') + department_id = Column(String(255), comment='部门ID（仅当summary_type=department时）') + department_name = Column(String(255), comment='部门名称（仅当summary_type=department时）') + assessment_red_count = Column(Integer, default=0, server_default=text('0'), comment='评估为red的次数') + assessment_yellow_count = Column(Integer, default=0, server_default=text('0'), comment='评估为yellow的次数') + assessment_green_count = Column(Integer, default=0, server_default=text('0'), comment='评估为green的次数') + total_assessments = Column(Integer, default=0, server_default=text('0'), comment='总评估数') + total_first_visit = Column(Integer, default=0, server_default=text('0'), comment='总首次拜访数') + total_multi_visit = Column(Integer, default=0, server_default=text('0'), comment='总多次拜访数') + # End customer statistics - Total (跟进总计) + end_customer_total_red_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户总计评估为red的次数') + end_customer_total_yellow_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户总计评估为yellow的次数') + end_customer_total_green_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户总计评估为green的次数') + end_customer_total_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户总计数量') + # End customer statistics - First visit (首次跟进) + end_customer_first_visit_red_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户首次跟进评估为red的次数') + end_customer_first_visit_yellow_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户首次跟进评估为yellow的次数') + end_customer_first_visit_green_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户首次跟进评估为green的次数') + end_customer_first_visit_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户首次跟进数量') + # End customer statistics - Regular visit (多次跟进) + end_customer_regular_visit_red_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户多次跟进评估为red的次数') + end_customer_regular_visit_yellow_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户多次跟进评估为yellow的次数') + end_customer_regular_visit_green_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户多次跟进评估为green的次数') + end_customer_regular_visit_count = Column(Integer, default=0, server_default=text('0'), comment='最终客户多次跟进数量') + # Partner statistics - Total (跟进总计) + partner_total_count = Column(Integer, default=0, server_default=text('0'), comment='合作伙伴总计数量') + # Partner statistics - First visit (首次跟进) + partner_first_visit_count = Column(Integer, default=0, server_default=text('0'), comment='合作伙伴首次跟进数量') + # Partner statistics - Regular visit (多次跟进) + partner_regular_visit_count = Column(Integer, default=0, server_default=text('0'), comment='合作伙伴多次跟进数量') + # Partner statistics - Assessment counts (评估次数) + partner_red_count = Column(Integer, default=0, server_default=text('0'), comment='合作伙伴评估为red的次数') + partner_yellow_count = Column(Integer, default=0, server_default=text('0'), comment='合作伙伴评估为yellow的次数') + partner_green_count = Column(Integer, default=0, server_default=text('0'), comment='合作伙伴评估为green的次数') + # Summary content + summary_content = Column(Text, comment='汇总内容（中文）') + summary_content_en = Column(Text, comment='汇总内容（英文）') + summary_first_visit = Column(Text, comment='首次拜访汇总内容（中文）') + summary_regular_visit = Column(Text, comment='多次拜访汇总内容（中文）') + summary_red = Column(Text, comment='红灯评估汇总（中文；【首次跟进】与【多次跟进】分段）') + summary_yellow = Column(Text, comment='黄灯评估汇总（中文；【首次跟进】与【多次跟进】分段）') + summary_green = Column(Text, comment='绿灯评估汇总（中文；【首次跟进】与【多次跟进】分段）') + key_highlights = Column(Text, comment='关键亮点（JSON格式）') + key_concerns = Column(Text, comment='关键关注点（JSON格式）') + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_report_date_type', 'report_date', 'summary_type'), + Index('idx_department_date', 'department_id', 'report_date'), + Index('idx_unique_id', 'unique_id'), + {'comment': '部门/公司日报汇总表'}, + ) + + +class CRMOpportunityStageStayDaily(CRMBase): + """FR-ST-1: Idempotent daily ledger — one row per (opportunity, stage, date). Source of truth for bucket.""" + + __tablename__ = "crm_opportunity_stage_stay_daily" + + opportunity_id = Column(String(255), primary_key=True, comment="Opportunity id (crm_opportunities.unique_id)") + opportunity_stage = Column(String(255), primary_key=True, comment="Stage name (non-closed stages only)") + snapshot_date = Column(Date, primary_key=True, comment="Date this (opp, stage) was observed in snapshot") + + __table_args__ = ( + Index("idx_snapshot_date", "snapshot_date"), + {'comment': 'FR-ST-1: Idempotent daily ledger for stage stay; bucket is derived from this table'}, + ) + + +class CRMOpportunityStageStayBucket(CRMBase): + """FR-ST-1: Per-opportunity per-stage stay day bucket for 商机停留时间变化. Recomputed from daily ledger.""" + + __tablename__ = "crm_opportunity_stage_stay_bucket" + + opportunity_id = Column(String(255), primary_key=True, comment="Opportunity id (crm_opportunities.unique_id)") + opportunity_stage = Column(String(255), primary_key=True, comment="Stage name (non-closed stages only)") + stay_days = Column(Integer, nullable=False, default=0, server_default=text('0'), comment="Cumulative days in this stage (bucket count)") + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index("idx_updated_at", "updated_at"), + {'comment': '商机阶段停留时间汇总表'}, + ) + + +class CRMPlaybookStageMetrics(CRMBase): + """ + Stage metrics configuration for AI FCST evaluation. + + Stores average stay days and other metrics per stage per playbook version. + Initially populated with fixed/default values, later updated from historical data. + """ + __tablename__ = 'crm_playbook_stage_metrics' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（UUID）') + + # Playbook identification (supports multiple playbook versions) + handbook_id = Column(String(64), nullable=False, comment='销售手册ID，关联diagnostic_playbook') + + # Stage identification + sales_stage = Column(String(255), nullable=False, comment='销售阶段名称') + stage_sequence = Column(Integer, comment='阶段顺序，用于计算剩余阶段所需时间') + + # Metrics data + avg_stay_days = Column(Integer, nullable=False, default=0, server_default=text('0'), + comment='平均停留天数（初始为固定值，后续从历史数据计算）') + median_stay_days = Column(Integer, comment='中位数停留天数（可选）') + min_stay_days = Column(Integer, comment='最小停留天数（可选）') + max_stay_days = Column(Integer, comment='最大停留天数（可选）') + sample_size = Column(Integer, comment='计算平均值所用的样本数量') + + # Data source tracking + data_source = Column(String(50), default='fixed', server_default=text("'fixed'"), + comment='数据来源：fixed(固定值)/calculated(历史计算)/manual(人工设置)') + calculation_period_start = Column(Date, comment='计算时间段起始（仅data_source=calculated时有效）') + calculation_period_end = Column(Date, comment='计算时间段结束') + + # Status and lifecycle + is_active = Column(Boolean, default=True, server_default=text('1'), comment='是否启用') + version = Column(String(32), default='1.0', server_default=text("'1.0'"), comment='配置版本') + + # Metadata + description = Column(Text, comment='备注说明') + created_by = Column(String(255), comment='创建人') + updated_by = Column(String(255), comment='更新人') + + # Timestamps + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + # Indexes for efficient querying + __table_args__ = ( + # Primary lookup: find metrics for a stage in a playbook + Index('idx_handbook_stage', 'handbook_id', 'sales_stage', unique=True), + # Get all stages for a playbook in order + Index('idx_handbook_sequence', 'handbook_id', 'stage_sequence'), + # Filter active records + Index('idx_handbook_active', 'handbook_id', 'is_active'), + # Lookup by unique_id + Index('idx_unique_id', 'unique_id'), + {'comment': '销售阶段平均停留时间表，用于AI FCST评估'}, + ) + +# ============================================================================= +# Weekly Leader Review Models +# ============================================================================= + +class CRMReviewDepartment(CRMBase): + """Review department configuration""" + __tablename__ = 'crm_review_department' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + + # Department reference + department_id = Column(String(255), nullable=False, comment='FK → crm_department.unique_id') + department_name = Column(String(255), comment='Department name (denormalized)') + parent_department_id = Column(String(255), comment='Parent department ID') + + # Configuration + is_active = Column(Boolean, default=True, server_default=text('1'), comment='Whether review is enabled for this dept') + review_frequency = Column(String(32), default='weekly', comment='weekly/monthly/quarterly') + include_sub_departments = Column(Boolean, default=True, server_default=text('1'), comment='Whether to include sub-depts in review') + + # Metadata + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + created_by = Column(String(255), comment='User who added this dept to review list') + + __table_args__ = ( + Index('idx_department_id', 'department_id'), + Index('idx_active', 'is_active'), + Index('idx_parent_id', 'parent_department_id'), + {'comment': '复盘部门配置表'}, + ) + + +class CRMReviewSession(CRMBase): + """Review session registry with 4-phase lifecycle""" + __tablename__ = 'crm_review_session' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='Unique session identifier (UUID)') + session_name = Column(String(255), comment='Display name') + + # Scope: Each session is bound to one department (with sub-depts) + department_id = Column(String(255), nullable=False, comment='FK → crm_department.unique_id') + department_name = Column(String(255), comment='Department name') + + # Classification + review_type = Column(String(64), nullable=False, default='weekly_leader', comment='Review type') + period_type = Column(String(32), nullable=False, comment='weekly/monthly/quarterly') + period = Column(String(32), nullable=False, comment='Period identifier (e.g., 2026-W10)') + fiscal_year = Column(String(16), comment='Fiscal year') + + # ═══════════════════════════════════════════════════════════════════════ + # LIFECYCLE STATE (renamed from 'status' to 'stage') + # Stage represents the major milestone in the review lifecycle + # ═══════════════════════════════════════════════════════════════════════ + stage = Column(String(32), nullable=False, default='initial_edit', + comment='initial_edit/first_calculating/first_calc_ready/lead_review/second_calculating/completed. ' + 'Note: FCST eval starts async at T1 during initial_edit (background optimization)') + + # ═══════════════════════════════════════════════════════════════════════ + # EDIT CONTROL (merged from is_editable + edit_phase) + # review_phase controls whether editing is currently allowed + # ═══════════════════════════════════════════════════════════════════════ + review_phase = Column(String(32), default='not_started', + comment='not_started/edit/closed - controls if attendees can edit') + + # T1-T4 configurable times + t1_time = Column(DateTime, nullable=False, comment='T1: Session launch') + t2_time = Column(DateTime, nullable=False, comment='T2: First calc') + t3_time = Column(DateTime, nullable=False, comment='T3: Open to lead') + t4_time = Column(DateTime, nullable=False, comment='T4: Second calc') + + # Phase tracking + initial_window_open_time = Column(DateTime, comment='When initial edit window opened') + initial_window_close_time = Column(DateTime, comment='When initial edit window closed') + first_calc_start_time = Column(DateTime) + first_calc_end_time = Column(DateTime) + first_calc_execution_id = Column(String(255)) + meeting_opened_by = Column(String(255)) + meeting_opened_by_id = Column(String(255)) + meeting_opened_at = Column(DateTime) + meeting_closed_at = Column(DateTime) + meeting_open_count = Column(Integer, default=0) + meeting_total_duration_minutes = Column(Integer, default=0) + second_calc_start_time = Column(DateTime) + second_calc_end_time = Column(DateTime) + second_calc_execution_id = Column(String(255)) + + # Launcher + launched_by = Column(String(255)) + launched_by_id = Column(String(255)) + plan_id = Column(String(255)) + + # Time dimensions + report_date = Column(Date, nullable=False) + report_week_of_year = Column(Integer) + report_month_of_year = Column(Integer) + report_quarter_of_year = Column(Integer) + report_year = Column(Integer, nullable=False) + + # Period range for display + period_start = Column(Date, nullable=False, comment='Start date of the review period') + period_end = Column(Date, nullable=False, comment='End date of the review period') + + # FY Quarter for efficient querying (e.g., FY26Q1) + report_fy_quarter = Column(String(10), comment='Report fiscal year quarter for performance queries') + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_unique_id', 'unique_id'), + Index('idx_stage', 'stage'), + Index('idx_review_phase', 'review_phase'), + Index('idx_report_year_week', 'report_year', 'report_week_of_year'), + Index('idx_department_id', 'department_id'), + Index('idx_report_fy_quarter', 'report_fy_quarter'), + Index('idx_t1_time', 't1_time'), + Index('idx_t2_time', 't2_time'), + Index('idx_t3_time', 't3_time'), + Index('idx_t4_time', 't4_time'), + {'comment': '复盘会话表'}, + ) + + +class CRMReviewAttendee(CRMBase): + """Attendees per review session with submission tracking""" + __tablename__ = 'crm_review_attendee' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='Unique identifier') + + session_id = Column(String(255), nullable=False, comment='FK → crm_review_session.unique_id') + user_id = Column(String(255), nullable=False, comment='User ID') + crm_user_id = Column(String(255), nullable=False, comment='CRM user ID (matches opportunity.owner_id)') + + user_name = Column(String(255), comment='User name') + department_id = Column(String(255), comment='Department ID') + department_name = Column(String(255), comment='Department name') + is_leader = Column(Boolean, default=False, comment='Is department lead') + is_primary_dept = Column(Boolean, default=False, comment='Is primary department') + + # Submission tracking + has_submitted = Column(Boolean, default=False, server_default=text('0')) + submitted_at = Column(DateTime) + submission_count = Column(Integer, default=0, server_default=text('0')) + modification_count = Column(Integer, default=0, server_default=text('0')) + last_modified_at = Column(DateTime) + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_session_user', 'session_id', 'user_id', unique=True), + Index('idx_session_id', 'session_id'), + Index('idx_crm_user_id', 'crm_user_id'), + Index('idx_has_submitted', 'has_submitted'), + {'comment': '复盘参与者表'}, + ) + + +class CRMReviewOppBranchSnapshot(CRMBase): + """Owner-based branch snapshot (shared across sessions via owner_id)""" + __tablename__ = 'crm_review_opp_branch_snapshot' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='Unique record ID') + + # Owner-based identification (not session-bound) + opportunity_id = Column(String(255), nullable=False) + owner_id = Column(String(255), nullable=True, comment='Owner crm_user_id') + owner_name = Column(String(255)) + owner_department_id = Column(String(255)) + owner_department_name = Column(String(255)) + + snapshot_period = Column(String(32), nullable=False, comment='Period (e.g., 2026-W10)') + snapshot_date = Column(Date, nullable=False) + + # Opportunity info + account_id = Column(String(255)) + account_name = Column(String(255)) + opportunity_name = Column(String(255)) + + # Current values (editable) + forecast_type = Column(String(255)) + forecast_amount = Column(Numeric(18, 2)) + forecast_amount_source = Column(String(64)) + opportunity_stage = Column(String(255)) + expected_closing_date = Column(String(255)) + expected_closing_month = Column(String(50), comment='标准化预计成交月（如FY26M02）') + + # Baseline (frozen at T2) + baseline_forecast_type = Column(String(255)) + baseline_forecast_amount = Column(Numeric(18, 2)) + baseline_forecast_amount_source = Column(String(64)) + baseline_opportunity_stage = Column(String(255)) + baseline_expected_closing_date = Column(String(255)) + baseline_expected_closing_quarter = Column(String(50)) + baseline_expected_closing_month = Column(String(50), comment='冻结基线预计成交月（如FY26M02）') + baseline_frozen_at = Column(DateTime) + + # CRM originals (at T1) + crm_forecast_type = Column(String(255)) + crm_forecast_amount = Column(Numeric(18, 2)) + crm_forecast_amount_source = Column(String(64)) + crm_opportunity_stage = Column(String(255)) + crm_expected_closing_date = Column(String(255)) + crm_expected_closing_quarter = Column(String(50)) + crm_expected_closing_month = Column(String(50), comment='CRM原始预计成交月标准化值（如FY26M02）') + crm_opportunity_type = Column(String(255), comment='CRM original opportunity type') + + # AI Evaluation + ai_commit_1st = Column(String(32)) + ai_stage_1st = Column(String(255)) + ai_expected_closing_date_1st = Column(String(255)) + ai_evaluated_1st_at = Column(DateTime) + ai_commit_2nd = Column(String(32)) + ai_stage_2nd = Column(String(255)) + ai_expected_closing_date_2nd = Column(String(255)) + ai_evaluated_2nd_at = Column(DateTime) + + # AI Evaluation Summary (latest from 1st or 2nd) + ai_commit = Column(String(32), comment='Latest AI commit assessment (Commit/NotCommit)') + ai_stage = Column(String(255), comment='Latest AI stage assessment') + ai_expected_closing_date = Column(String(255), comment='Latest AI expected closing date') + ai_evaluated_at = Column(DateTime, comment='Timestamp of latest AI evaluation') + ai_eval_source = Column(String(10), comment='Source of AI eval: 1st or 2nd') + + # Stage Stay + stage_stay = Column(Integer, comment='Days in current stage (from crm_opportunity_stage_stay_bucket)') + + # Context + expected_closing_quarter = Column(String(50)) + close_date = Column(Date) + is_closed = Column(Boolean, default=False) + customer_type = Column(String(255)) + + # Change tracking + was_changed_to_commit = Column(Boolean, default=False) + was_modified = Column(Boolean, default=False) + + # Modification tracking + last_modified_by = Column(String(255)) + last_modified_by_id = Column(String(255)) + modification_count = Column(Integer, default=0, server_default=text('0')) + initial_edit_modification_count = Column(Integer, default=0) + meeting_edit_modification_count = Column(Integer, default=0) + + # Original CRM opportunity create_time (copied from crm_opportunities at snapshot time) + opp_create_time = Column(DateTime, nullable=True, comment='商机创建时间（来源CRM）') + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_opp_period', 'opportunity_id', 'snapshot_period', unique=True), + Index('idx_owner_period', 'owner_id', 'snapshot_period'), + Index('idx_snapshot_period', 'snapshot_period'), + Index('idx_was_changed', 'was_changed_to_commit'), + Index('idx_ai_commit', 'ai_commit'), + Index('idx_stage_stay', 'stage_stay'), + {'comment': '复盘商机快照表'}, + ) + + +class CRMReviewOppBranchSnapshotCache(CRMBase): + """Cache copy of crm_review_opp_branch_snapshot. + + Populated once per period at session init (T1) as a point-in-time copy of + crm_review_opp_branch_snapshot. A separate 3rd-party sync service is + responsible for keeping this cache in sync with the source table after + initialization. Read-only consumers (e.g. the /performance/query API) read + from this cache to isolate aggregation queries from concurrent workflow + writes on the source table. + """ + __tablename__ = 'crm_review_opp_branch_snapshot_cache' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='Unique record ID') + + # Owner-based identification (not session-bound) + opportunity_id = Column(String(255), nullable=False) + owner_id = Column(String(255), nullable=True, comment='Owner crm_user_id') + owner_name = Column(String(255)) + owner_department_id = Column(String(255)) + owner_department_name = Column(String(255)) + + snapshot_period = Column(String(32), nullable=False, comment='Period (e.g., 2026-W10)') + snapshot_date = Column(Date, nullable=False) + + # Opportunity info + account_id = Column(String(255)) + account_name = Column(String(255)) + opportunity_name = Column(String(255)) + + # Current values (editable) + forecast_type = Column(String(255)) + forecast_amount = Column(Numeric(18, 2)) + forecast_amount_source = Column(String(64)) + opportunity_stage = Column(String(255)) + expected_closing_date = Column(String(255)) + expected_closing_month = Column(String(50), comment='标准化预计成交月（如FY26M02）') + + # Baseline (frozen at T2) + baseline_forecast_type = Column(String(255)) + baseline_forecast_amount = Column(Numeric(18, 2)) + baseline_forecast_amount_source = Column(String(64)) + baseline_opportunity_stage = Column(String(255)) + baseline_expected_closing_date = Column(String(255)) + baseline_expected_closing_quarter = Column(String(50)) + baseline_expected_closing_month = Column(String(50), comment='冻结基线预计成交月（如FY26M02）') + baseline_frozen_at = Column(DateTime) + + # CRM originals (at T1) + crm_forecast_type = Column(String(255)) + crm_forecast_amount = Column(Numeric(18, 2)) + crm_forecast_amount_source = Column(String(64)) + crm_opportunity_stage = Column(String(255)) + crm_expected_closing_date = Column(String(255)) + crm_expected_closing_quarter = Column(String(50)) + crm_expected_closing_month = Column(String(50), comment='CRM原始预计成交月标准化值（如FY26M02）') + crm_opportunity_type = Column(String(255), comment='CRM original opportunity type') + + # AI Evaluation + ai_commit_1st = Column(String(32)) + ai_stage_1st = Column(String(255)) + ai_expected_closing_date_1st = Column(String(255)) + ai_evaluated_1st_at = Column(DateTime) + ai_commit_2nd = Column(String(32)) + ai_stage_2nd = Column(String(255)) + ai_expected_closing_date_2nd = Column(String(255)) + ai_evaluated_2nd_at = Column(DateTime) + + # AI Evaluation Summary (latest from 1st or 2nd) + ai_commit = Column(String(32), comment='Latest AI commit assessment (Commit/NotCommit)') + ai_stage = Column(String(255), comment='Latest AI stage assessment') + ai_expected_closing_date = Column(String(255), comment='Latest AI expected closing date') + ai_evaluated_at = Column(DateTime, comment='Timestamp of latest AI evaluation') + ai_eval_source = Column(String(10), comment='Source of AI eval: 1st or 2nd') + + # Stage Stay + stage_stay = Column(Integer, comment='Days in current stage (from crm_opportunity_stage_stay_bucket)') + + # Context + expected_closing_quarter = Column(String(50)) + close_date = Column(Date) + is_closed = Column(Boolean, default=False) + customer_type = Column(String(255)) + + # Change tracking + # NOTE: On this cache table, `was_changed_to_commit` is owned exclusively + # by the 3rd-party sync service. It is set TRUE when a commit-affecting + # user edit lands in the cache, and is NOT written by any engine workflow + # (init copy and post-eval backfill both skip this column). The engine's + # own commit-flip detection lives on the source table column of the same + # name; the two values may legitimately diverge. + was_changed_to_commit = Column(Boolean, default=False) + was_modified = Column(Boolean, default=False) + + # Modification tracking + last_modified_by = Column(String(255)) + last_modified_by_id = Column(String(255)) + modification_count = Column(Integer, default=0, server_default=text('0')) + initial_edit_modification_count = Column(Integer, default=0) + meeting_edit_modification_count = Column(Integer, default=0) + + # Original CRM opportunity create_time (copied from crm_opportunities at snapshot time) + opp_create_time = Column(DateTime, nullable=True, comment='商机创建时间（来源CRM）') + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_opp_period_cache', 'opportunity_id', 'snapshot_period', unique=True), + Index('idx_owner_period_cache', 'owner_id', 'snapshot_period'), + Index('idx_snapshot_period_cache', 'snapshot_period'), + Index('idx_was_changed_cache', 'was_changed_to_commit'), + Index('idx_ai_commit_cache', 'ai_commit'), + Index('idx_stage_stay_cache', 'stage_stay'), + {'comment': '复盘商机快照缓存表（T1初始化时同步生成，由第三方服务负责后续同步）'}, + ) + + +class CRMReviewKpiMetrics(CRMBase): + """Structured KPI metrics per scope per review session with delta/rate""" + __tablename__ = 'crm_review_kpi_metrics' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + session_id = Column(String(255), nullable=False) + + scope_type = Column(String(32), nullable=False) + scope_id = Column(String(255)) + scope_name = Column(String(255)) + parent_scope_id = Column(String(255)) + + metric_category = Column(String(64), nullable=False) + metric_name = Column(String(255), nullable=False) + + # Values + metric_value = Column(Numeric(18, 4), comment='Current period value') + metric_value_prev = Column(Numeric(18, 4), comment='Previous period value') + metric_delta = Column(Numeric(18, 4), comment='Change value') + metric_rate = Column(Numeric(8, 4), comment='Rate 0-1 (e.g., 0.288 = 28.8%)') + metric_unit = Column(String(32)) + metric_content = Column(Text) + metric_content_en = Column(Text) + + calc_phase = Column(String(32), default='second') + period_type = Column(String(32)) + period = Column(String(32)) + report_date = Column(Date) + report_year = Column(Integer) + report_week_of_year = Column(Integer) + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('idx_session_scope_cat', 'session_id', 'scope_type', 'metric_category'), + Index('idx_session_scope_metric', 'session_id', 'scope_id', 'metric_name'), + Index('idx_period_scope_metric', 'period', 'scope_type', 'metric_name'), + {'comment': '复盘KPI指标表'}, + ) + + +class CRMReviewKpiMetricOppLink(CRMBase): + """ + Materialized link between an aggregated KPI metric row in + crm_review_kpi_metrics and the opportunity-snapshot rows in + crm_review_opp_branch_snapshot that contributed to its value. + + Populated by ReviewSaveKPIsStep at calc time so the UI can drill down + from a KPI to underlying opps without re-running the calc business logic. + + Only opp-derived achievement metrics are linked: + closed, commit_sales, commit_ai, upside_sales. + """ + __tablename__ = 'crm_review_kpi_metric_opp_link' + + id = Column(Integer, primary_key=True, autoincrement=True) + kpi_metric_unique_id = Column(String(255), nullable=False, comment='Logical FK -> crm_review_kpi_metrics.unique_id') + snapshot_unique_id = Column(String(255), nullable=False, comment='Logical FK -> crm_review_opp_branch_snapshot.unique_id') + + session_id = Column(String(255), nullable=False, comment='Redundant for filter') + opportunity_id = Column(String(255), nullable=False, comment='Redundant for filter') + snapshot_period = Column(String(32), nullable=False, comment='Redundant for filter (e.g., 2026-W15)') + scope_type = Column(String(32), nullable=False, comment='owner | department | company') + scope_id = Column(String(255), comment='Owner/department id; null for company') + metric_name = Column(String(255), nullable=False, comment='closed | commit_sales | commit_ai | upside_sales') + calc_phase = Column(String(32), nullable=False, comment='first | second') + + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + update_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), onupdate=text('CURRENT_TIMESTAMP'), comment='更新时间') + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + Index('uniq_kpi_snapshot', 'kpi_metric_unique_id', 'snapshot_unique_id', unique=True), + Index('idx_kpi_metric_unique_id', 'kpi_metric_unique_id'), + Index('idx_session_metric', 'session_id', 'metric_name'), + Index('idx_opportunity_period', 'opportunity_id', 'snapshot_period'), + {'comment': '复盘KPI指标与商机快照关联表（用于UI下钻）'}, + ) + + +class CRMReviewAchievementChangeAnalysis(CRMBase): + """ + Single-row JSON storage for weekly leader achievement change analysis. + + analysis_content stores the weekly-leader Step 14 UI contract: + - kpi_data + - perf_forecast_change + """ + + __tablename__ = "crm_review_achievement_change_analysis" + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + session_id = Column(String(255), nullable=False) + calc_phase = Column(String(16), nullable=False) + snapshot_period = Column(String(32), nullable=False) + report_date = Column(Date) + + analysis_content = Column(MEDIUMTEXT, nullable=False) + + created_at = Column(DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP")) + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP')) + + __table_args__ = ( + Index( + "idx_review_change_analysis_session_phase", + "session_id", + "calc_phase", + ), + Index( + "idx_review_change_analysis_snapshot_period", + "snapshot_period", + "calc_phase", + ), + {"comment": "复盘业绩变化分析（JSON单表存储）"}, + ) + + + +# ============================================================================= +# Risk and Progress Tracking Models (Weekly Review) +# ============================================================================= + +class CRMReviewOppRiskProgress(CRMBase): + __tablename__ = 'crm_review_opp_risk_progress' + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + # Nesting support: NULL for root-level records; set for RISK_PART children. + parent_id = Column(String(255), nullable=True, comment='父风险记录的 unique_id，NULL 表示根级别风险') + part_key = Column(String(64), nullable=True, comment='在父卡片内的逻辑分区标识，如 commit_risk / upside_fill / pipeline') + display_order = Column(SmallInteger, nullable=True, default=0, comment='在父卡片内的渲染顺序') + + session_id = Column(String(255), nullable=False) + scope_type = Column(String(32), nullable=False) + scope_id = Column(String(255)) + department_id = Column(String(255)) + + snapshot_id = Column(String(255)) + opportunity_id = Column(String(255)) + owner_id = Column(String(255)) + + record_type = Column(String(32), nullable=False) + type_code = Column(String(64), nullable=False) + type_name = Column(String(128), nullable=False) + category = Column(String(64)) + level = Column(String(32)) + severity = Column(String(16)) + + source = Column(String(128)) + metric_name = Column(String(64)) + + ai_assessment = Column(String(255)) + sales_assessment = Column(String(255)) + + judgment_rule = Column(Text) + gap_description = Column(Text) + detail_description = Column(Text) + summary = Column(Text) + solution = Column(Text) + + evidence = Column(JSON) + + financial_impact = Column(Numeric(18, 2)) + previous_value = Column(Numeric(18, 2)) + current_value = Column(Numeric(18, 2)) + rate_of_change = Column(Numeric(8, 4)) + + status = Column(String(32), default='ACTIVE') + detected_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + resolved_at = Column(DateTime) + resolved_by = Column(String(255)) + resolution_type = Column(String(32)) + resolution_note = Column(Text) + + calc_phase = Column(String(16), nullable=False) + snapshot_period = Column(String(32), nullable=False) + + metadata_ = Column(JSON, name='metadata') + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP')) + created_by = Column(String(255), default='system') + updated_by = Column(String(255), default='system') + + __table_args__ = ( + Index('idx_session_scope', 'session_id', 'scope_type', 'scope_id'), + Index('idx_department', 'department_id'), + Index('idx_opportunity', 'opportunity_id'), + Index('idx_owner', 'owner_id'), + Index('idx_status', 'status'), + Index('idx_type_code', 'type_code'), + Index('idx_record_type', 'record_type'), + Index('idx_detected_at', 'detected_at'), + Index('idx_snapshot_period', 'snapshot_period'), + Index('idx_parent_id', 'parent_id'), + UniqueConstraint('session_id', 'scope_type', 'scope_id', 'type_code', 'snapshot_period', 'calc_phase', name='uk_session_scope_type_period'), + UniqueConstraint('parent_id', 'part_key', name='uk_risk_part'), + {'comment': '风险与进展追踪表'}, + ) + + +class CRMReviewRiskCategory(CRMBase): + __tablename__ = 'crm_review_risk_category' + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + code = Column(String(64), nullable=False, unique=True) + name_zh = Column(String(128), nullable=False) + name_en = Column(String(128)) + + category_group = Column(String(64)) + default_level = Column(String(32)) + default_severity = Column(String(16)) + + detection_source = Column(String(64)) + detection_rules = Column(Text) + solution = Column(Text) + + auto_resolve = Column(Boolean, default=True) + requires_acknowledgment = Column(Boolean, default=False) + + is_active = Column(Boolean, default=True) + sort_order = Column(Integer, default=0) + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP')) + + __table_args__ = ( + Index('idx_category_group', 'category_group'), + Index('idx_is_active', 'is_active'), + {'comment': '风险类别配置表'}, + ) + + +class CRMReviewProgressCategory(CRMBase): + __tablename__ = 'crm_review_progress_category' + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + code = Column(String(64), nullable=False, unique=True) + name_zh = Column(String(128), nullable=False) + name_en = Column(String(128)) + + category_group = Column(String(64)) + default_level = Column(String(32)) + + detection_source = Column(String(64)) + detection_rules = Column(JSON) + + is_active = Column(Boolean, default=True) + sort_order = Column(Integer, default=0) + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP')) + + __table_args__ = ( + Index('idx_is_active', 'is_active'), + {'comment': '进展类别配置表'}, + ) + + +class CRMReviewProgressThreshold(CRMBase): + """商机进展阈值配置表。""" + __tablename__ = 'crm_review_progress_threshold' + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + scope_type = Column(String(32), nullable=False, comment='范围类型：department/company') + scope_id = Column(String(255), nullable=False, comment='范围ID：部门ID或company') + progress_code = Column(String(64), nullable=False, comment='进展编码，例如 MAJOR_NEW_ORDER') + threshold_value = Column(Numeric(18, 2), nullable=False, comment='阈值金额') + description = Column(Text, comment='阈值说明') + is_active = Column(Boolean, default=True, server_default=text('1'), comment='是否启用') + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP')) + + __table_args__ = ( + Index('idx_scope_type_scope_id', 'scope_type', 'scope_id'), + Index('idx_progress_code_active', 'progress_code', 'is_active'), + UniqueConstraint('scope_type', 'scope_id', 'progress_code', name='uk_scope_progress_code'), + {'comment': '商机进展阈值配置表'}, + ) + + +class CRMReviewRiskAggregation(CRMBase): + __tablename__ = 'crm_review_risk_aggregation' + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + session_id = Column(String(255), nullable=False) + scope_type = Column(String(32), nullable=False) + scope_id = Column(String(255), nullable=False) + scope_name = Column(String(255)) + + snapshot_period = Column(String(32), nullable=False) + calc_phase = Column(String(16), nullable=False) + + total_risks = Column(Integer, default=0) + total_progress = Column(Integer, default=0) + critical_risks = Column(Integer, default=0) + high_risks = Column(Integer, default=0) + medium_risks = Column(Integer, default=0) + low_risks = Column(Integer, default=0) + open_risks = Column(Integer, default=0) + resolved_risks = Column(Integer, default=0) + + total_risk_amount = Column(Numeric(18, 2), default=0) + total_progress_amount = Column(Numeric(18, 2), default=0) + + risk_breakdown = Column(JSON) + progress_breakdown = Column(JSON) + + previous_period_risks = Column(Integer, default=0) + risk_trend = Column(String(16)) + + computed_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP')) + + __table_args__ = ( + Index('idx_session_scope', 'session_id', 'scope_type', 'scope_id'), + Index('idx_period_phase', 'snapshot_period', 'calc_phase'), + Index('idx_computed_at', 'computed_at'), + UniqueConstraint('session_id', 'scope_type', 'scope_id', 'snapshot_period', 'calc_phase', name='uk_session_scope_period'), + {'comment': '风险聚合汇总表'}, + ) + + +class CRMReviewRiskOpportunityRelation(CRMBase): + """非商机级风险到关联商机的关系表。""" + __tablename__ = 'crm_review_risk_opportunity_relation' + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + risk_unique_id = Column(String(255), nullable=False, comment='关联 crm_review_opp_risk_progress.unique_id') + type_name = Column(String(128), comment='冗余的风险类型名称，用于加速查询') + session_id = Column(String(255), nullable=False) + snapshot_period = Column(String(32), nullable=False) + calc_phase = Column(String(16), nullable=False) + + opportunity_id = Column(String(255), nullable=False) + owner_id = Column(String(255)) + department_id = Column(String(255)) + + relation_reason = Column(Text) + relation_rank = Column(Integer) + relation_weight = Column(Numeric(8, 4)) + metadata_ = Column(JSON, name='metadata') + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP')) + + __table_args__ = ( + Index('idx_risk_unique_id', 'risk_unique_id'), + Index('idx_opportunity_id', 'opportunity_id'), + Index('idx_session_period_phase', 'session_id', 'snapshot_period', 'calc_phase'), + UniqueConstraint('risk_unique_id', 'opportunity_id', name='uk_risk_opp_relation'), + {'comment': '风险与商机关联关系表'}, + ) + + +class CRMReviewOppComment(CRMBase): + """One row per comment on an opp review page. + + Supports: + - Target anchoring: target_type + target_id point to a CRMReviewOppRiskProgress row + (record_type = RISK / PROGRESS / OPP_SUMMARY / OPP_REQS_INSIGHT), or NULL for a + general opp-level comment. + - Reply threading: parent_id references another CRMReviewOppComment.unique_id; NULL + means top-level. Max nesting depth is enforced at the service layer (MAX_REPLY_DEPTH=20). + - Per-comment ownership: only submitted_by may edit or delete the comment. + """ + + __tablename__ = 'crm_review_opp_comment' + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='Stable comment UUID') + + # ── Context ────────────────────────────────────────────────────────────── + session_id = Column(String(255), nullable=False, comment='FK → crm_review_session.unique_id') + opportunity_id = Column(String(255), nullable=False, comment='CRM opportunity ID') + + # ── Target anchoring ───────────────────────────────────────────────────── + target_type = Column( + String(64), nullable=True, + comment='RiskProgressType value: RISK | PROGRESS | OPP_SUMMARY | OPP_REQS_INSIGHT; NULL = general opp comment', + ) + target_id = Column( + String(255), nullable=True, + comment='CRMReviewOppRiskProgress.unique_id of the anchored entity', + ) + + # ── Threading ──────────────────────────────────────────────────────────── + parent_id = Column( + String(255), nullable=True, + comment='CRMReviewOppComment.unique_id of parent comment; NULL = top-level', + ) + + # ── Content ────────────────────────────────────────────────────────────── + content = Column(Text, nullable=False, comment='Comment body text') + is_deleted = Column( + Boolean, nullable=False, default=False, server_default=text('0'), + comment='Soft-delete flag; content is blanked on delete', + ) + is_edited = Column( + Boolean, nullable=False, default=False, server_default=text('0'), + comment='Set to True on first edit; UI shows "(edited)" badge', + ) + + # ── Authorship ─────────────────────────────────────────────────────────── + submitted_by = Column(String(255), nullable=False, comment='CRM user ID of the submitter') + submitted_by_name = Column(String(255), nullable=False, comment='Display name at submit time') + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + UniqueConstraint('unique_id', name='uk_opp_comment_unique_id'), + Index('idx_opp_comment_session_opp', 'session_id', 'opportunity_id'), + Index('idx_opp_comment_target', 'target_type', 'target_id'), + Index('idx_opp_comment_parent', 'parent_id'), + Index('idx_opp_comment_submitter', 'submitted_by'), + {'comment': '复盘商机评论表（含回复树与目标锚定）'}, + ) + + +class CRMReviewAttendeeTodoStats(CRMBase): + """ + Per-attendee todo statistics for a review session, computed by the KPI calc workflow. + + Stores 5 metrics per (session_id, owner_id, calc_phase): + - total_this_week: todos whose due_date falls in [period_start, period_end] + - completed_this_week: above with ai_status = COMPLETED + - incomplete_this_week: total_this_week - completed_this_week + - historical_overdue_completed_this_week: due_date < period_start AND completion_date in period AND ai_status = COMPLETED + - current_total_overdue: due_date < report_date AND ai_status NOT IN (COMPLETED, CANCELLED) + + Append-only / replaced per calc: existing rows for (session_id, calc_phase) are + deleted and re-inserted on each workflow run, so updated_at is not needed. + """ + __tablename__ = 'crm_review_attendee_todo_stats' + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID') + + # Session context + session_id = Column(String(255), nullable=False, comment='FK → crm_review_session.unique_id') + owner_id = Column(String(255), nullable=False, comment='Attendee CRM user ID (matches crm_review_attendee.crm_user_id)') + owner_name = Column(String(255), comment='Attendee display name') + department_id = Column(String(255), comment='Attendee department ID') + department_name = Column(String(255), comment='Attendee department name') + + # Period context + period = Column(String(32), nullable=False, comment='Review period (e.g., 2026-W11)') + report_date = Column(Date, nullable=False, comment='Workflow report date (used as "today" for overdue calc)') + calc_phase = Column(String(32), nullable=False, default='first', comment='first | second') + + # Statistics + total_this_week = Column(Integer, nullable=False, server_default=text('0'), comment='本周任务总数：due_date在本周区间的任务数') + completed_this_week = Column(Integer, nullable=False, server_default=text('0'), comment='本周任务已完成：本周任务中ai_status=COMPLETED的数量') + incomplete_this_week = Column(Integer, nullable=False, server_default=text('0'), comment='本周未完成：本周任务中未完成的数量') + historical_overdue_completed_this_week = Column(Integer, nullable=False, server_default=text('0'), comment='历史逾期本周完成：due_date早于本周但在本周完成的任务数') + current_total_overdue = Column(Integer, nullable=False, server_default=text('0'), comment='当前总逾期：due_date早于report_date且未完成/未取消的任务数') + + created_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') + updated_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP'), comment='更新时间') + + __table_args__ = ( + UniqueConstraint('session_id', 'owner_id', 'calc_phase', name='uk_review_attendee_todo_stats'), + Index('idx_review_attendee_todo_stats_session', 'session_id'), + Index('idx_review_attendee_todo_stats_owner', 'owner_id'), + {'comment': '复盘参与者任务统计表'}, + ) +""" +CRM Models - External/Third-party Managed + +These models are used by our service but managed by external systems. +We allow extra columns and schema flexibility for these models. +""" + +from sqlalchemy import Column, String, Integer, BigInteger, Float, DateTime, Text, Date, Boolean, text, Numeric, Index +from sqlalchemy.types import JSON +from sqlalchemy.sql import func +from .crm_base import CRMBase + + +class CRMOpportunity(CRMBase): + __tablename__ = 'crm_opportunities' + __table_args__ = {'extend_existing': True} + + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), comment='唯一性ID（必填）') + opportunity_name = Column(String(255), comment='商机名称（必填）') + opportunity_type = Column(String(255), comment='商机类型（必填）') + # primary_database = Column(String(255), comment='主要数据库') + # primary_database_percentage = Column(Float, comment='主要数据库占比（%）') + # current_database_resource = Column(String(255), comment='主数据库当前所用资源') + # current_database_pain_points = Column(String(255), comment='现用数据库痛点') + # expected_launch_date = Column(String(255), comment='预计上线日期') + # expected_closing_month = Column(String(255), comment='预计成交月') + # service_amount_calculated = Column(Float, comment='Service金额-计算') + # current_year_subscription_forecast = Column(Float, comment='当财年 Subscription 收入预测金额（不含税）') + # competitor_name = Column(String(255), comment='友商名称') + # customer_journey_percentage = Column(Float, comment='客户旅程（%）') + # opportunity_level = Column(String(255), comment='商机2.0层级') + # price_list_id = Column(String(255), comment='价目表_唯一性ID') + # price_list = Column(String(255), comment='价目表') + # service_days_type = Column(String(255), comment='人天服务类型') + # cancellation_reason = Column(String(255), comment='取消原因') + # is_slip_deal = Column(String(255), comment='是否为 slip deal') + # forecast_amount = Column(Float, comment='预测金额') + # solution_owner_1 = Column(String(255), comment='联合解决方案负责人-1') + # unit = Column(String(255), comment='单位') + # lifecycle_status = Column(String(255), comment='生命状态') + # current_year_license_forecast = Column(Float, comment='当财年 License 收入预测金额（不含税）') + # former_name = Column(String(255), comment='曾用名') + + # Customer information + customer_id = Column(String(255), comment='客户名称_唯一性ID（必填）') + customer_name = Column(String(255), comment='客户名称（必填）') + customer_type = Column(String(255), comment='客户属性') + owner = Column(String(255), comment='负责人（必填）') + owner_id = Column(String(255), comment='负责人ID') + customer_business_scenario = Column(String(255), comment='客户业务场景') + + # Financial information + forecast_type = Column(String(255), comment='预测类型') + estimated_tcv = Column(Integer, comment='预估 TCV') + estimated_acv = Column(Integer, comment='预估 ACV') + expected_closing_date = Column(String(255), comment='预计成交日期') + expected_closing_quarter = Column(String(255), comment='预计成交季度') + expected_closing_year = Column(Integer, comment='业绩归属年度') # Shared column: expected closing year + expected_closing_month = Column(String(255), comment='业绩归属月份') + derived_close_date = Column(Date, comment='APTSell derived close date (when CRM close_date is missing)') + + # Sales information + # sales_log_details = Column(Text, comment='当前详细状态及Close节奏(销售日志)') + # call_high_notes = Column(Text, comment='Call high 情况') + # customer_budget_status = Column(Text, comment='客户预算情况') + # todo_and_followup = Column(Text, comment='Todo & follow up') + + # Stage and status + opportunity_stage = Column(String(255), comment='商机阶段（必填）') + stage_status = Column(String(255), comment='阶段状态') + stage_change_time = Column(String(255), comment='阶段变更时间') + business_type = Column(String(255), comment='业务类型（必填）') + + # Audit fields + # creator = Column(String(255), comment='创建人') + create_time = Column(DateTime, comment='创建时间') + last_modifier = Column(String(255), comment='最后修改人') + last_modified_time = Column(DateTime, comment='最后修改时间') + last_followup_time = Column(String(255), comment='最后跟进时间') + owner_main_department = Column(String(255), comment='负责人主属部门') + delete_flag = Column(Boolean, nullable=True, comment='删除标识（0-正常，1-已删除）') + + +class CRMAccount(CRMBase): + __tablename__ = 'crm_accounts' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), comment='唯一性ID（必填）') + customer_name = Column(String(255), comment='客户名称（必填）') + customer_source = Column(String(255), comment='客户来源（必填）') + person_in_charge = Column(String(255), comment='负责人') + person_in_charge_id = Column(String(255), comment='负责人ID') + department = Column(String(255), comment='负责人主属部门') + # TODO: Add department_id field when available + # department_id = Column(String(255), comment='部门唯一性ID') + customer_level = Column(String(255), comment='客户等级') + industry = Column(String(255), comment='客户行业（必填）') + business_type = Column(String(255), comment='业务类型（必填）') + life_status = Column(String(255), comment='生命状态') + belonging_department = Column(String(255), comment='归属部门') + creator = Column(String(255), comment='创建人') + creation_time = Column(DateTime, comment='创建时间') + last_modifier = Column(String(255), comment='最后修改人') + last_modified_time = Column(DateTime, comment='最后修改时间') + customer_identifier = Column(String(255), comment='客户标识') + customer_code = Column(String(255), comment='客户编号') + customer_abbreviation = Column(String(255), comment='客户简称') + customer_attribute = Column(String(255), comment='客户属性') + partner = Column(String(255), comment='合作伙伴') + account_level = Column(String(255), comment='Name Account 分级') + status = Column(String(255), comment='Account状态') + delete_flag = Column(Boolean, nullable=True, comment='删除标识（0-正常，1-已删除）') + + +class CRMContact(CRMBase): + __tablename__ = 'crm_contacts' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + name = Column(String(255), nullable=False, comment='联系人姓名（必填）') + customer_id = Column(String(255), comment='客户名称_唯一性ID') + customer_name = Column(String(255), comment='客户名称') + position = Column(String(255), comment='职位') + key_decision_maker = Column(String(255), comment='关键决策人') + + +class LocalContact(CRMBase): + __tablename__ = 'local_contacts' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + name = Column(String(255), nullable=False, comment='联系人姓名（必填）') + customer_id = Column(String(255), comment='客户名称_唯一性ID') + customer_name = Column(String(255), comment='客户名称') + position = Column(String(255), comment='职位') + key_decision_maker = Column(Boolean, comment='关键决策人') + + +class CRMPOC(CRMBase): + __tablename__ = 'crm_poc' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False, comment='唯一性ID（必填）') + account_id = Column(String(255), nullable=True, comment='客户ID') + account_name = Column(String(255), nullable=True, comment='客户名称') + opportunity_name = Column(String(255), nullable=True, comment='商机名称') + opportunity_id = Column(String(255), nullable=True, comment='商机ID') + owner = Column(String(255), nullable=True, comment='负责人') + is_poc = Column(String(10), nullable=True, comment='是否POC（是/否）') + poc_status = Column(String(20), nullable=True, comment='POC状态（未开始/进行中/已完成）') + poc_result = Column(String(20), comment='POC结果（通过/赢；未通过/输；待定）') + poc_end_date = Column(Date, comment='POC完成日期') + created_by = Column(String(255), nullable=True, comment='创建人') + created_time = Column(DateTime, nullable=False, server_default=func.now(), comment='创建时间') + last_modified_by = Column(String(255), comment='最后修改人') + last_modified_time = Column(DateTime, nullable=False, server_default=func.now(), onupdate=func.now(), comment='最后修改时间') + + # Define indexes for better query performance + __table_args__ = ( + Index('idx_unique_id', 'unique_id'), + Index('idx_account_id', 'account_id'), + Index('idx_account_name', 'account_name'), + Index('idx_opportunity_id', 'opportunity_id'), + Index('idx_opportunity_name', 'opportunity_name'), + Index('idx_owner', 'owner'), + Index('idx_poc_status', 'poc_status'), + Index('idx_poc_end_date', 'poc_end_date'), + Index('idx_created_time', 'created_time'), + ) + + +class CRMSalesVisitRecord(CRMBase): + __tablename__ = 'crm_sales_visit_records' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + + # Account and Opportunity Information + account_name = Column(String(255), comment='客户名称') + account_id = Column(String(255), comment='客户ID') + opportunity_name = Column(String(255), comment='商机名称') + opportunity_id = Column(String(255), comment='商机ID') + partner_id = Column(String(255), comment='合作伙伴ID') + partner_name = Column(String(255), comment='合作伙伴名称') + customer_lead_source = Column(String(255), comment='客户线索来源') + visit_object_category = Column(String(255), comment='拜访对象类别') + + # Contact Information + contact_position = Column(String(255), comment='联系人职位') + contact_name = Column(String(255), comment='联系人姓名') + + # Recording Information + recorder = Column(String(255), comment='记录人') + recorder_id = Column(String(32), comment='记录人ID') + collaborative_participants = Column(String(255), comment='协作参与者') + + # Visit Details + visit_communication_date = Column(Date, comment='拜访沟通日期') + counterpart_location = Column(String(255), comment='对方地点') + visit_communication_method = Column(String(255), comment='拜访沟通方式') + communication_duration = Column(String(255), comment='沟通时长') + visit_type = Column(String(20), comment='拜访类型') + visit_url = Column(Text, comment='拜访URL') + + # Visit Assessment + expectation_achieved = Column(String(255), comment='期望达成情况') + is_first_visit = Column(Boolean, comment='是否首次拜访') + + # Follow-up Information + followup_record = Column(Text, comment='跟进记录') + followup_quality_level_zh = Column(String(100), comment='跟进质量等级') + followup_quality_reason_zh = Column(Text, comment='跟进质量原因') + assessment_flag = Column(String(10), nullable=True, comment='评估结果(red/yellow/green)') + assessment_description = Column(Text, nullable=True, comment='评估描述') + + # Next Steps + next_steps = Column(Text, comment='下一步计划') + next_steps_quality_level_zh = Column(String(100), comment='下一步计划质量等级') + next_steps_quality_reason_zh = Column(Text, comment='下一步计划质量原因') + + # Additional Information + attachment = Column(String(255), comment='附件') + parent_record = Column(String(255), comment='父记录') + remarks = Column(Text, comment='备注') + + # Metadata + record_id = Column(String(100), comment='记录ID') + last_modified_time = Column(DateTime, comment='最后修改时间') + + +class CRMUserProfile(CRMBase): + __tablename__ = 'user_profiles' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + user_id = Column(String(32), nullable=True, comment='用户ID') + oauth_user_id = Column(String(255), nullable=True, comment='OAuth用户ID') + crm_user_id = Column(String(100), nullable=True, comment='CRM用户ID，关联到crm_user.unique_id') + feishu_open_id = Column(String(255), nullable=True, comment='飞书Open ID') + name = Column(String(255), nullable=True, comment='姓名') + department = Column(String(255), nullable=True, comment='部门') + position = Column(String(255), nullable=True, comment='职位') + direct_manager_id = Column(String(255), nullable=True, comment='直属经理ID') + direct_manager_name = Column(String(255), nullable=True, comment='直属经理姓名') + is_active = Column(Boolean, nullable=False, comment='是否激活') + # created_at = Column(DateTime, nullable=True, server_default=func.now(), comment='创建时间') + # updated_at = Column(DateTime, nullable=True, server_default=func.now(), onupdate=func.now(), comment='更新时间') + platform = Column(String(50), nullable=True, comment='平台') + open_id = Column(String(255), nullable=True, comment='Open ID') + notification_tags = Column(String(1000), nullable=True, comment='通知标签') + + +class CRMUser(CRMBase): + __tablename__ = 'crm_user' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(64), nullable=True, comment='用户ID') + user_name = Column(String(255), nullable=True, comment='用户名称') + department_id = Column(String(255), nullable=True, comment='部门ID') + department = Column(String(255), nullable=True, comment='部门') + + + +class CRMDepartment(CRMBase): + __tablename__ = 'crm_department' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=True, comment='唯一性ID') + department_name = Column(String(255), nullable=True, comment='部门名称') + parent_department_id = Column(String(255), nullable=True, comment='父部门ID') + is_active = Column(Boolean, nullable=True, comment='是否激活') + delete_flag = Column(Boolean, nullable=True, comment='删除标识') + + +class UserDepartmentRelation(CRMBase): + __tablename__ = 'user_department_relation' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True) + create_time = Column(DateTime, nullable=True, server_default=func.now()) + update_time = Column(DateTime, nullable=True, server_default=func.now(), onupdate=func.now()) + user_id = Column(String(36), nullable=True, comment='用户ID') + crm_user_id = Column(String(100), nullable=False, comment='CRM用户ID，关联到crm_user.unique_id') + department_id = Column(String(100), nullable=False, comment='部门ID') + is_primary = Column(Boolean, nullable=False, default=False, comment='是否主部门') + is_leader = Column(Boolean, nullable=False, default=False, comment='是否领导') + title = Column(String(100), nullable=True, comment='职位') + user_name = Column(String(100), nullable=True, comment='用户名称') + + +class CRMDataAuthority(CRMBase): + """ + CRM Data Authority Table - Externally Managed + + This table stores permission mappings between users and CRM resources. + Since this table is externally managed, we only create the ORM model + to match the database schema. No custom indexes or logic should be added. + """ + __tablename__ = 'crm_data_authority' + __table_args__ = {'extend_existing': True} + + id = Column(Integer, primary_key=True, autoincrement=True, comment='主键ID（自增序列）') + data_id = Column(String(255), nullable=True, comment='数据id') + user_id = Column(String(255), nullable=True, comment='用户id') + crm_id = Column(String(255), nullable=True, comment='CRM用户id') + type = Column(String(255), nullable=True, comment='数据类型') + create_time = Column(DateTime, nullable=True, comment='创建时间') + update_time = Column(DateTime, nullable=True, comment='最后更新时间') + delete_flag = Column(Boolean, nullable=True, comment='删除标识, True已删除') + + +class CRMReviewOppAuditLog(CRMBase): + """Audit log for branch snapshot modifications""" + __tablename__ = 'crm_review_opp_audit_log' + __table_args__ = {'extend_existing': True} + + id = Column(BigInteger, primary_key=True, autoincrement=True) + unique_id = Column(String(255), nullable=False) + + snapshot_id = Column(String(255), nullable=False) + session_id = Column(String(255), nullable=False) + + opportunity_id = Column(String(255), nullable=False) + opportunity_name = Column(String(255)) + owner_id = Column(String(255)) + owner_name = Column(String(255)) + department_id = Column(String(255)) + + changed_field = Column(String(64), nullable=False) + old_value = Column(String(512)) + new_value = Column(String(512)) + + change_type = Column(String(32), nullable=False, default='UPDATE') + change_reason = Column(String(255)) + edit_phase = Column(String(32)) + + changed_by = Column(String(255), nullable=False) + changed_by_id = Column(String(255), nullable=False) + changed_by_role = Column(String(64)) + + client_ip = Column(String(64)) + user_agent = Column(String(512)) + request_id = Column(String(255)) + + value_changed = Column(Boolean, default=True, server_default=text('1')) + amount_delta = Column(Numeric(18, 2)) + + changed_at = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP')) + create_time = Column(DateTime, nullable=False, server_default=text('CURRENT_TIMESTAMP'), comment='创建时间') diff --git a/sling_cli.sh b/sling_cli.sh new file mode 100644 index 0000000..c677041 --- /dev/null +++ b/sling_cli.sh @@ -0,0 +1,23 @@ +sling conns discover tidb_test --schema autoflow + +sling run --src-conn tidb_test --src-stream 'select * from crm_accounts limit 10' --stdout + +sling run --src-conn tidb_test --src-stream 'autoflow.crm_accounts' --tgt-conn tidb_local --tgt-object 'autoflow.crm_accounts' --mode full-refresh +sling run --src-conn tidb_test --src-stream 'autoflow.crm_accounts' --tgt-conn tidb_local --tgt-object 'autoflow.crm_accounts' --mode full-refresh + +sling run -r sync_test.yaml + +sling run -r sync_dev.yaml + +sling run -r sync_prod_cbg.yaml + +# sling conns set CONN_NAME type=mysql host=HOST_IP port=4000 username=USER password=PASS database=DB_NAME + +sling conns set tidb_homelab_aptselldemo type=mysql host=192.168.2.210 port=4000 username=root database=aptselldemo +sling conns set tidb_prod_aptselldemo type=mysql host=115.190.25.86 port=4000 username=root password=n-zJ@2s^t3r+4HA718 database=qingflow + +sling run -r sync_aptselldemo.yaml + +sling run -r sync_demo_local.yaml + +sling run -r sync_demo.yaml \ No newline at end of file diff --git a/start.sh b/start.sh new file mode 100644 index 0000000..e5676df --- /dev/null +++ b/start.sh @@ -0,0 +1 @@ +abctl local install --low-resource-mode --insecure-cookies \ No newline at end of file diff --git a/sync.sh b/sync.sh new file mode 100644 index 0000000..d0e0446 --- /dev/null +++ b/sync.sh @@ -0,0 +1,6 @@ + +sling run -r sync_aptselldemo.yaml + +sling run -r sync_demo_local.yaml + +sling run -r sync_demo.yaml \ No newline at end of file diff --git a/sync_aptselldemo_homelab.yaml b/sync_aptselldemo_homelab.yaml new file mode 100644 index 0000000..0445b3c --- /dev/null +++ b/sync_aptselldemo_homelab.yaml @@ -0,0 +1,140 @@ +# Sync configuration generated from models and qingflow source schema +source: tidb_prod +target: tidb_homelab + +defaults: + mode: truncate + +isolation_level: read_committed + +streams: + "qingflow.aldebaran_alembic_version": + object: "aptselldemo.aldebaran_alembic_version" + "qingflow.bi_reports": + object: "aptselldemo.bi_reports" + "qingflow.crm_account_assessment": + object: "aptselldemo.crm_account_assessment" + "qingflow.crm_account_opportunity_assessment": + object: "aptselldemo.crm_account_opportunity_assessment" + "qingflow.crm_account_review_execution_index": + object: "aptselldemo.crm_account_review_execution_index" + "qingflow.crm_accounts": + object: "aptselldemo.crm_accounts" + "qingflow.crm_achievement_timeseries": + object: "aptselldemo.crm_achievement_timeseries" + "qingflow.crm_acv_targets": + object: "aptselldemo.crm_acv_targets" + "qingflow.crm_charge_audit": + object: "aptselldemo.crm_charge_audit" + "qingflow.crm_contacts": + object: "aptselldemo.crm_contacts" + "qingflow.crm_daily_account_statistics": + object: "aptselldemo.crm_daily_account_statistics" + "qingflow.crm_data_authority": + object: "aptselldemo.crm_data_authority" + "qingflow.crm_data_quality_warnings": + object: "aptselldemo.crm_data_quality_warnings" + "qingflow.crm_department": + object: "aptselldemo.crm_department" + "qingflow.crm_department_daily_summary": + object: "aptselldemo.crm_department_daily_summary" + "qingflow.crm_eval_metrics": + object: "aptselldemo.crm_eval_metrics" + "qingflow.crm_forecast_type_mappings": + object: "aptselldemo.crm_forecast_type_mappings" + "qingflow.crm_ka_accounts": + object: "aptselldemo.crm_ka_accounts" + "qingflow.crm_key_opportunities": + object: "aptselldemo.crm_key_opportunities" + "qingflow.crm_log_processing_status": + object: "aptselldemo.crm_log_processing_status" + "qingflow.crm_message_dispatch_logs": + object: "aptselldemo.crm_message_dispatch_logs" + "qingflow.crm_message_inbox": + object: "aptselldemo.crm_message_inbox" + "qingflow.crm_message_work_item_deps": + object: "aptselldemo.crm_message_work_item_deps" + "qingflow.crm_message_work_items": + object: "aptselldemo.crm_message_work_items" + "qingflow.crm_opportunities": + object: "aptselldemo.crm_opportunities" + "qingflow.crm_opportunity_review_execution_index": + object: "aptselldemo.crm_opportunity_review_execution_index" + "qingflow.crm_opportunity_stage_stay_bucket": + object: "aptselldemo.crm_opportunity_stage_stay_bucket" + "qingflow.crm_opportunity_stage_stay_daily": + object: "aptselldemo.crm_opportunity_stage_stay_daily" + "qingflow.crm_playbook": + object: "aptselldemo.crm_playbook" + "qingflow.crm_playbook_mapping": + object: "aptselldemo.crm_playbook_mapping" + "qingflow.crm_playbook_stage_metrics": + object: "aptselldemo.crm_playbook_stage_metrics" + "qingflow.crm_poc": + object: "aptselldemo.crm_poc" + "qingflow.crm_push_notification": + object: "aptselldemo.crm_push_notification" + "qingflow.crm_report_index": + object: "aptselldemo.crm_report_index" + "qingflow.crm_review_achievement_change_analysis": + object: "aptselldemo.crm_review_achievement_change_analysis" + "qingflow.crm_review_attendee": + object: "aptselldemo.crm_review_attendee" + "qingflow.crm_review_attendee_todo_stats": + object: "aptselldemo.crm_review_attendee_todo_stats" + "qingflow.crm_review_department": + object: "aptselldemo.crm_review_department" + "qingflow.crm_review_kpi_metric_opp_link": + object: "aptselldemo.crm_review_kpi_metric_opp_link" + "qingflow.crm_review_kpi_metrics": + object: "aptselldemo.crm_review_kpi_metrics" + "qingflow.crm_review_opp_audit_log": + object: "aptselldemo.crm_review_opp_audit_log" + "qingflow.crm_review_opp_branch_snapshot": + object: "aptselldemo.crm_review_opp_branch_snapshot" + "qingflow.crm_review_opp_branch_snapshot_cache": + object: "aptselldemo.crm_review_opp_branch_snapshot_cache" + "qingflow.crm_review_opp_comment": + object: "aptselldemo.crm_review_opp_comment" + "qingflow.crm_review_opp_risk_progress": + object: "aptselldemo.crm_review_opp_risk_progress" + "qingflow.crm_review_progress_category": + object: "aptselldemo.crm_review_progress_category" + "qingflow.crm_review_progress_threshold": + object: "aptselldemo.crm_review_progress_threshold" + "qingflow.crm_review_risk_aggregation": + object: "aptselldemo.crm_review_risk_aggregation" + "qingflow.crm_review_risk_category": + object: "aptselldemo.crm_review_risk_category" + "qingflow.crm_review_risk_opportunity_relation": + object: "aptselldemo.crm_review_risk_opportunity_relation" + "qingflow.crm_review_session": + object: "aptselldemo.crm_review_session" + "qingflow.crm_sales_activities": + object: "aptselldemo.crm_sales_activities" + "qingflow.crm_sales_visit_records": + object: "aptselldemo.crm_sales_visit_records" + "qingflow.crm_sentinel_events": + object: "aptselldemo.crm_sentinel_events" + "qingflow.crm_sentinel_schedule_log": + object: "aptselldemo.crm_sentinel_schedule_log" + "qingflow.crm_system_configurations": + object: "aptselldemo.crm_system_configurations" + "qingflow.crm_todo_merge_events": + object: "aptselldemo.crm_todo_merge_events" + "qingflow.crm_todo_merge_jobs": + object: "aptselldemo.crm_todo_merge_jobs" + "qingflow.crm_todos": + object: "aptselldemo.crm_todos" + "qingflow.crm_tracked_field_snapshots": + object: "aptselldemo.crm_tracked_field_snapshots" + "qingflow.crm_user": + object: "aptselldemo.crm_user" + "qingflow.diagnostic_playbook": + object: "aptselldemo.diagnostic_playbook" + "qingflow.local_contacts": + object: "aptselldemo.local_contacts" + "qingflow.user_department_relation": + object: "aptselldemo.user_department_relation" + "qingflow.user_profiles": + object: "aptselldemo.user_profiles" diff --git a/sync_demo_homelab.yaml b/sync_demo_homelab.yaml new file mode 100644 index 0000000..edd9e8d --- /dev/null +++ b/sync_demo_homelab.yaml @@ -0,0 +1,140 @@ +# Sync configuration generated from models and qingflow source schema +source: tidb_prod +target: tidb_homelab + +defaults: + mode: truncate + +isolation_level: read_committed + +streams: + "autoflow-demo.aldebaran_alembic_version": + object: "demo.aldebaran_alembic_version" + "autoflow-demo.bi_reports": + object: "demo.bi_reports" + "autoflow-demo.crm_account_assessment": + object: "demo.crm_account_assessment" + "autoflow-demo.crm_account_opportunity_assessment": + object: "demo.crm_account_opportunity_assessment" + "autoflow-demo.crm_account_review_execution_index": + object: "demo.crm_account_review_execution_index" + "autoflow-demo.crm_accounts": + object: "demo.crm_accounts" + "autoflow-demo.crm_achievement_timeseries": + object: "demo.crm_achievement_timeseries" + "autoflow-demo.crm_acv_targets": + object: "demo.crm_acv_targets" + "autoflow-demo.crm_charge_audit": + object: "demo.crm_charge_audit" + "autoflow-demo.crm_contacts": + object: "demo.crm_contacts" + "autoflow-demo.crm_daily_account_statistics": + object: "demo.crm_daily_account_statistics" + "autoflow-demo.crm_data_authority": + object: "demo.crm_data_authority" + "autoflow-demo.crm_data_quality_warnings": + object: "demo.crm_data_quality_warnings" + "autoflow-demo.crm_department": + object: "demo.crm_department" + "autoflow-demo.crm_department_daily_summary": + object: "demo.crm_department_daily_summary" + "autoflow-demo.crm_eval_metrics": + object: "demo.crm_eval_metrics" + "autoflow-demo.crm_forecast_type_mappings": + object: "demo.crm_forecast_type_mappings" + "autoflow-demo.crm_ka_accounts": + object: "demo.crm_ka_accounts" + "autoflow-demo.crm_key_opportunities": + object: "demo.crm_key_opportunities" + "autoflow-demo.crm_log_processing_status": + object: "demo.crm_log_processing_status" + "autoflow-demo.crm_message_dispatch_logs": + object: "demo.crm_message_dispatch_logs" + "autoflow-demo.crm_message_inbox": + object: "demo.crm_message_inbox" + "autoflow-demo.crm_message_work_item_deps": + object: "demo.crm_message_work_item_deps" + "autoflow-demo.crm_message_work_items": + object: "demo.crm_message_work_items" + "autoflow-demo.crm_opportunities": + object: "demo.crm_opportunities" + "autoflow-demo.crm_opportunity_review_execution_index": + object: "demo.crm_opportunity_review_execution_index" + "autoflow-demo.crm_opportunity_stage_stay_bucket": + object: "demo.crm_opportunity_stage_stay_bucket" + "autoflow-demo.crm_opportunity_stage_stay_daily": + object: "demo.crm_opportunity_stage_stay_daily" + "autoflow-demo.crm_playbook": + object: "demo.crm_playbook" + "autoflow-demo.crm_playbook_mapping": + object: "demo.crm_playbook_mapping" + "autoflow-demo.crm_playbook_stage_metrics": + object: "demo.crm_playbook_stage_metrics" + "autoflow-demo.crm_poc": + object: "demo.crm_poc" + "autoflow-demo.crm_push_notification": + object: "demo.crm_push_notification" + "autoflow-demo.crm_report_index": + object: "demo.crm_report_index" + "autoflow-demo.crm_review_achievement_change_analysis": + object: "demo.crm_review_achievement_change_analysis" + "autoflow-demo.crm_review_attendee": + object: "demo.crm_review_attendee" + "autoflow-demo.crm_review_attendee_todo_stats": + object: "demo.crm_review_attendee_todo_stats" + "autoflow-demo.crm_review_department": + object: "demo.crm_review_department" + "autoflow-demo.crm_review_kpi_metric_opp_link": + object: "demo.crm_review_kpi_metric_opp_link" + "autoflow-demo.crm_review_kpi_metrics": + object: "demo.crm_review_kpi_metrics" + "autoflow-demo.crm_review_opp_audit_log": + object: "demo.crm_review_opp_audit_log" + "autoflow-demo.crm_review_opp_branch_snapshot": + object: "demo.crm_review_opp_branch_snapshot" + "autoflow-demo.crm_review_opp_branch_snapshot_cache": + object: "demo.crm_review_opp_branch_snapshot_cache" + "autoflow-demo.crm_review_opp_comment": + object: "demo.crm_review_opp_comment" + "autoflow-demo.crm_review_opp_risk_progress": + object: "demo.crm_review_opp_risk_progress" + "autoflow-demo.crm_review_progress_category": + object: "demo.crm_review_progress_category" + "autoflow-demo.crm_review_progress_threshold": + object: "demo.crm_review_progress_threshold" + "autoflow-demo.crm_review_risk_aggregation": + object: "demo.crm_review_risk_aggregation" + "autoflow-demo.crm_review_risk_category": + object: "demo.crm_review_risk_category" + "autoflow-demo.crm_review_risk_opportunity_relation": + object: "demo.crm_review_risk_opportunity_relation" + "autoflow-demo.crm_review_session": + object: "demo.crm_review_session" + "autoflow-demo.crm_sales_activities": + object: "demo.crm_sales_activities" + "autoflow-demo.crm_sales_visit_records": + object: "demo.crm_sales_visit_records" + "autoflow-demo.crm_sentinel_events": + object: "demo.crm_sentinel_events" + "autoflow-demo.crm_sentinel_schedule_log": + object: "demo.crm_sentinel_schedule_log" + "autoflow-demo.crm_system_configurations": + object: "demo.crm_system_configurations" + "autoflow-demo.crm_todo_merge_events": + object: "demo.crm_todo_merge_events" + "autoflow-demo.crm_todo_merge_jobs": + object: "demo.crm_todo_merge_jobs" + "autoflow-demo.crm_todos": + object: "demo.crm_todos" + "autoflow-demo.crm_tracked_field_snapshots": + object: "demo.crm_tracked_field_snapshots" + "autoflow-demo.crm_user": + object: "demo.crm_user" + "autoflow-demo.diagnostic_playbook": + object: "demo.diagnostic_playbook" + "autoflow-demo.local_contacts": + object: "demo.local_contacts" + "autoflow-demo.user_department_relation": + object: "demo.user_department_relation" + "autoflow-demo.user_profiles": + object: "demo.user_profiles" diff --git a/sync_demo_local.yaml b/sync_demo_local.yaml new file mode 100644 index 0000000..67adfc4 --- /dev/null +++ b/sync_demo_local.yaml @@ -0,0 +1,140 @@ +# Sync configuration generated from models and qingflow source schema +source: tidb_prod +target: tidb_local + +defaults: + mode: truncate + +isolation_level: read_committed + +streams: + "autoflow-demo.aldebaran_alembic_version": + object: "demo.aldebaran_alembic_version" + "autoflow-demo.bi_reports": + object: "demo.bi_reports" + "autoflow-demo.crm_account_assessment": + object: "demo.crm_account_assessment" + "autoflow-demo.crm_account_opportunity_assessment": + object: "demo.crm_account_opportunity_assessment" + "autoflow-demo.crm_account_review_execution_index": + object: "demo.crm_account_review_execution_index" + "autoflow-demo.crm_accounts": + object: "demo.crm_accounts" + "autoflow-demo.crm_achievement_timeseries": + object: "demo.crm_achievement_timeseries" + "autoflow-demo.crm_acv_targets": + object: "demo.crm_acv_targets" + "autoflow-demo.crm_charge_audit": + object: "demo.crm_charge_audit" + "autoflow-demo.crm_contacts": + object: "demo.crm_contacts" + "autoflow-demo.crm_daily_account_statistics": + object: "demo.crm_daily_account_statistics" + "autoflow-demo.crm_data_authority": + object: "demo.crm_data_authority" + "autoflow-demo.crm_data_quality_warnings": + object: "demo.crm_data_quality_warnings" + "autoflow-demo.crm_department": + object: "demo.crm_department" + "autoflow-demo.crm_department_daily_summary": + object: "demo.crm_department_daily_summary" + "autoflow-demo.crm_eval_metrics": + object: "demo.crm_eval_metrics" + "autoflow-demo.crm_forecast_type_mappings": + object: "demo.crm_forecast_type_mappings" + "autoflow-demo.crm_ka_accounts": + object: "demo.crm_ka_accounts" + "autoflow-demo.crm_key_opportunities": + object: "demo.crm_key_opportunities" + "autoflow-demo.crm_log_processing_status": + object: "demo.crm_log_processing_status" + "autoflow-demo.crm_message_dispatch_logs": + object: "demo.crm_message_dispatch_logs" + "autoflow-demo.crm_message_inbox": + object: "demo.crm_message_inbox" + "autoflow-demo.crm_message_work_item_deps": + object: "demo.crm_message_work_item_deps" + "autoflow-demo.crm_message_work_items": + object: "demo.crm_message_work_items" + "autoflow-demo.crm_opportunities": + object: "demo.crm_opportunities" + "autoflow-demo.crm_opportunity_review_execution_index": + object: "demo.crm_opportunity_review_execution_index" + "autoflow-demo.crm_opportunity_stage_stay_bucket": + object: "demo.crm_opportunity_stage_stay_bucket" + "autoflow-demo.crm_opportunity_stage_stay_daily": + object: "demo.crm_opportunity_stage_stay_daily" + "autoflow-demo.crm_playbook": + object: "demo.crm_playbook" + "autoflow-demo.crm_playbook_mapping": + object: "demo.crm_playbook_mapping" + "autoflow-demo.crm_playbook_stage_metrics": + object: "demo.crm_playbook_stage_metrics" + "autoflow-demo.crm_poc": + object: "demo.crm_poc" + "autoflow-demo.crm_push_notification": + object: "demo.crm_push_notification" + "autoflow-demo.crm_report_index": + object: "demo.crm_report_index" + "autoflow-demo.crm_review_achievement_change_analysis": + object: "demo.crm_review_achievement_change_analysis" + "autoflow-demo.crm_review_attendee": + object: "demo.crm_review_attendee" + "autoflow-demo.crm_review_attendee_todo_stats": + object: "demo.crm_review_attendee_todo_stats" + "autoflow-demo.crm_review_department": + object: "demo.crm_review_department" + "autoflow-demo.crm_review_kpi_metric_opp_link": + object: "demo.crm_review_kpi_metric_opp_link" + "autoflow-demo.crm_review_kpi_metrics": + object: "demo.crm_review_kpi_metrics" + "autoflow-demo.crm_review_opp_audit_log": + object: "demo.crm_review_opp_audit_log" + "autoflow-demo.crm_review_opp_branch_snapshot": + object: "demo.crm_review_opp_branch_snapshot" + "autoflow-demo.crm_review_opp_branch_snapshot_cache": + object: "demo.crm_review_opp_branch_snapshot_cache" + "autoflow-demo.crm_review_opp_comment": + object: "demo.crm_review_opp_comment" + "autoflow-demo.crm_review_opp_risk_progress": + object: "demo.crm_review_opp_risk_progress" + "autoflow-demo.crm_review_progress_category": + object: "demo.crm_review_progress_category" + "autoflow-demo.crm_review_progress_threshold": + object: "demo.crm_review_progress_threshold" + "autoflow-demo.crm_review_risk_aggregation": + object: "demo.crm_review_risk_aggregation" + "autoflow-demo.crm_review_risk_category": + object: "demo.crm_review_risk_category" + "autoflow-demo.crm_review_risk_opportunity_relation": + object: "demo.crm_review_risk_opportunity_relation" + "autoflow-demo.crm_review_session": + object: "demo.crm_review_session" + "autoflow-demo.crm_sales_activities": + object: "demo.crm_sales_activities" + "autoflow-demo.crm_sales_visit_records": + object: "demo.crm_sales_visit_records" + "autoflow-demo.crm_sentinel_events": + object: "demo.crm_sentinel_events" + "autoflow-demo.crm_sentinel_schedule_log": + object: "demo.crm_sentinel_schedule_log" + "autoflow-demo.crm_system_configurations": + object: "demo.crm_system_configurations" + "autoflow-demo.crm_todo_merge_events": + object: "demo.crm_todo_merge_events" + "autoflow-demo.crm_todo_merge_jobs": + object: "demo.crm_todo_merge_jobs" + "autoflow-demo.crm_todos": + object: "demo.crm_todos" + "autoflow-demo.crm_tracked_field_snapshots": + object: "demo.crm_tracked_field_snapshots" + "autoflow-demo.crm_user": + object: "demo.crm_user" + "autoflow-demo.diagnostic_playbook": + object: "demo.diagnostic_playbook" + "autoflow-demo.local_contacts": + object: "demo.local_contacts" + "autoflow-demo.user_department_relation": + object: "demo.user_department_relation" + "autoflow-demo.user_profiles": + object: "demo.user_profiles" diff --git a/sync_dev.yaml b/sync_dev.yaml new file mode 100644 index 0000000..9d230c2 --- /dev/null +++ b/sync_dev.yaml @@ -0,0 +1,101 @@ +# 1. Reference your saved connection profiles +source: tidb_dev +target: tidb_local + +# 2. Set global defaults (Equivalent to --mode full-refresh) +defaults: + mode: truncate + # This pattern tells Sling: "Use the exact same name (schema.table) for the target" + # equivalent to --tgt-object 'autoflow.crm_accounts' + # object: "{stream}" + +# 3. Define the list of tables (streams) +streams: + # Key = --src-stream + # Value = null (because we rely on the 'object' default above) + # "autoflow.bi_reports": + # object: "autoflow.bi_reports" + # "autoflow.crm_account_assessment": + # object: "autoflow.crm_account_assessment" + # "autoflow.crm_account_review_execution_index": + # object: "autoflow.crm_account_review_execution_index" + # "autoflow.crm_accounts": + # object: "autoflow.crm_accounts" + # "autoflow.crm_accounts_snapshot": + # object: "autoflow.crm_accounts_snapshot" + "pingcap.crm_acv_targets": + object: "autoflow.crm_acv_targets" + # "autoflow.crm_contacts": + # object: "autoflow.crm_contacts" + # "autoflow.crm_daily_account_statistics": + # object: "autoflow.crm_daily_account_statistics" + # "autoflow.crm_data_authority": + # object: "autoflow.crm_data_authority" + # "autoflow.crm_department": + # object: "autoflow.crm_department" + # "autoflow.crm_eval_metrics": + # object: "autoflow.crm_eval_metrics" + "pingcap.crm_ka_accounts": + object: "autoflow.crm_ka_accounts" + # "autoflow.crm_log_processing_status": + # object: "autoflow.crm_log_processing_status" + # "autoflow.crm_opportunities": + # object: "autoflow.crm_opportunities" + # "autoflow.crm_opportunities_snapshot": + # object: "autoflow.crm_opportunities_snapshot" + # "autoflow.crm_opportunity_review_execution_index": + # object: "autoflow.crm_opportunity_review_execution_index" + # "autoflow.crm_orders": + # object: "autoflow.crm_orders" + # "autoflow.crm_payment_plans": + # object: "autoflow.crm_payment_plans" + # "autoflow.crm_poc": + # object: "autoflow.crm_poc" + # "autoflow.crm_push_notification": + # object: "autoflow.crm_push_notification" + # "autoflow.crm_report_index": + # object: "autoflow.crm_report_index" + # "autoflow.crm_sales_activities": + # object: "autoflow.crm_sales_activities" + # "autoflow.crm_sales_records": + # object: "autoflow.crm_sales_records" + # "autoflow.crm_sales_visit_records": + # object: "autoflow.crm_sales_visit_records" + # "autoflow.crm_stages": + # object: "autoflow.crm_stages" + "pingcap.crm_system_configurations": + object: "autoflow.crm_system_configurations" + # "autoflow.crm_todos": + # object: "autoflow.crm_todos" + # "autoflow.crm_tracked_field_snapshots": + # object: "autoflow.crm_tracked_field_snapshots" + # "autoflow.crm_user": + # object: "autoflow.crm_user" + # "autoflow.diagnostic_intermediate_callhigh": + # object: "autoflow.diagnostic_intermediate_callhigh" + # "autoflow.diagnostic_intermediate_decision_maker": + # object: "autoflow.diagnostic_intermediate_decision_maker" + # "autoflow.diagnostic_intermediate_decision_maker_engagement": + # object: "autoflow.diagnostic_intermediate_decision_maker_engagement" + # "autoflow.diagnostic_intermediate_playbook": + # object: "autoflow.diagnostic_intermediate_playbook" + # "autoflow.diagnostic_intermediate_playbook_tops": + # object: "autoflow.diagnostic_intermediate_playbook_tops" + # "autoflow.diagnostic_playbook": + # object: "autoflow.diagnostic_playbook" + # "autoflow.diagnostic_playbook_evaluation": + # object: "autoflow.diagnostic_playbook_evaluation" + # "autoflow.diagnostic_report": + # object: "autoflow.diagnostic_report" + # "autoflow.document_contents": + # object: "autoflow.document_contents" + # "autoflow.feishu_message_log": + # object: "autoflow.feishu_message_log" + # "autoflow.user": + # object: "autoflow.user" + # "autoflow.user_fxiaoke": + # object: "autoflow.user_fxiaoke" + # "autoflow.user_profiles": + # object: "autoflow.user_profiles" + # "autoflow.users": + # object: "autoflow.users" \ No newline at end of file diff --git a/sync_prod_cbg.yaml b/sync_prod_cbg.yaml new file mode 100644 index 0000000..c9fea21 --- /dev/null +++ b/sync_prod_cbg.yaml @@ -0,0 +1,101 @@ +# 1. Reference your saved connection profiles +source: tidb_prod +target: tidb_local + +# 2. Set global defaults (Equivalent to --mode full-refresh) +defaults: + mode: truncate + # This pattern tells Sling: "Use the exact same name (schema.table) for the target" + # equivalent to --tgt-object 'autoflow.crm_accounts' + # object: "{stream}" + +# 3. Define the list of tables (streams) +streams: + # Key = --src-stream + # Value = null (because we rely on the 'object' default above) + "autoflow.bi_reports": + object: "autoflow.bi_reports" + "autoflow.crm_account_assessment": + object: "autoflow.crm_account_assessment" + "autoflow.crm_account_review_execution_index": + object: "autoflow.crm_account_review_execution_index" + "autoflow.crm_accounts": + object: "autoflow.crm_accounts" + "autoflow.crm_accounts_snapshot": + object: "autoflow.crm_accounts_snapshot" + "autoflow.crm_acv_targets": + object: "autoflow.crm_acv_targets" + "autoflow.crm_contacts": + object: "autoflow.crm_contacts" + "autoflow.crm_daily_account_statistics": + object: "autoflow.crm_daily_account_statistics" + "autoflow.crm_data_authority": + object: "autoflow.crm_data_authority" + "autoflow.crm_department": + object: "autoflow.crm_department" + "autoflow.crm_eval_metrics": + object: "autoflow.crm_eval_metrics" + "autoflow.crm_ka_accounts": + object: "autoflow.crm_ka_accounts" + "autoflow.crm_log_processing_status": + object: "autoflow.crm_log_processing_status" + "autoflow.crm_opportunities": + object: "autoflow.crm_opportunities" + "autoflow.crm_opportunities_snapshot": + object: "autoflow.crm_opportunities_snapshot" + "autoflow.crm_opportunity_review_execution_index": + object: "autoflow.crm_opportunity_review_execution_index" + "autoflow.crm_orders": + object: "autoflow.crm_orders" + "autoflow.crm_payment_plans": + object: "autoflow.crm_payment_plans" + "autoflow.crm_poc": + object: "autoflow.crm_poc" + "autoflow.crm_push_notification": + object: "autoflow.crm_push_notification" + "autoflow.crm_report_index": + object: "autoflow.crm_report_index" + "autoflow.crm_sales_activities": + object: "autoflow.crm_sales_activities" + "autoflow.crm_sales_records": + object: "autoflow.crm_sales_records" + "autoflow.crm_sales_visit_records": + object: "autoflow.crm_sales_visit_records" + "autoflow.crm_stages": + object: "autoflow.crm_stages" + "autoflow.crm_system_configurations": + object: "autoflow.crm_system_configurations" + "autoflow.crm_todos": + object: "autoflow.crm_todos" + "autoflow.crm_tracked_field_snapshots": + object: "autoflow.crm_tracked_field_snapshots" + "autoflow.crm_user": + object: "autoflow.crm_user" + "autoflow.diagnostic_intermediate_callhigh": + object: "autoflow.diagnostic_intermediate_callhigh" + "autoflow.diagnostic_intermediate_decision_maker": + object: "autoflow.diagnostic_intermediate_decision_maker" + "autoflow.diagnostic_intermediate_decision_maker_engagement": + object: "autoflow.diagnostic_intermediate_decision_maker_engagement" + "autoflow.diagnostic_intermediate_playbook": + object: "autoflow.diagnostic_intermediate_playbook" + "autoflow.diagnostic_intermediate_playbook_tops": + object: "autoflow.diagnostic_intermediate_playbook_tops" + "autoflow.diagnostic_playbook": + object: "autoflow.diagnostic_playbook" + "autoflow.diagnostic_playbook_evaluation": + object: "autoflow.diagnostic_playbook_evaluation" + "autoflow.diagnostic_report": + object: "autoflow.diagnostic_report" + "autoflow.document_contents": + object: "autoflow.document_contents" + "autoflow.feishu_message_log": + object: "autoflow.feishu_message_log" + "autoflow.user": + object: "autoflow.user" + "autoflow.user_fxiaoke": + object: "autoflow.user_fxiaoke" + "autoflow.user_profiles": + object: "autoflow.user_profiles" + "autoflow.users": + object: "autoflow.users" \ No newline at end of file diff --git a/sync_test.yaml b/sync_test.yaml new file mode 100644 index 0000000..c2733f7 --- /dev/null +++ b/sync_test.yaml @@ -0,0 +1,101 @@ +# 1. Reference your saved connection profiles +source: tidb_test +target: tidb_local + +# 2. Set global defaults (Equivalent to --mode full-refresh) +defaults: + mode: truncate + # This pattern tells Sling: "Use the exact same name (schema.table) for the target" + # equivalent to --tgt-object 'autoflow.crm_accounts' + # object: "{stream}" + +# 3. Define the list of tables (streams) +streams: + # Key = --src-stream + # Value = null (because we rely on the 'object' default above) + "autoflow.bi_reports": + object: "autoflow.bi_reports" + "autoflow.crm_account_assessment": + object: "autoflow.crm_account_assessment" + "autoflow.crm_account_review_execution_index": + object: "autoflow.crm_account_review_execution_index" + "autoflow.crm_accounts": + object: "autoflow.crm_accounts" + "autoflow.crm_accounts_snapshot": + object: "autoflow.crm_accounts_snapshot" + "autoflow.crm_acv_targets": + object: "autoflow.crm_acv_targets" + "autoflow.crm_contacts": + object: "autoflow.crm_contacts" + "autoflow.crm_daily_account_statistics": + object: "autoflow.crm_daily_account_statistics" + "autoflow.crm_data_authority": + object: "autoflow.crm_data_authority" + "autoflow.crm_department": + object: "autoflow.crm_department" + "autoflow.crm_eval_metrics": + object: "autoflow.crm_eval_metrics" + "autoflow.crm_ka_accounts": + object: "autoflow.crm_ka_accounts" + "autoflow.crm_log_processing_status": + object: "autoflow.crm_log_processing_status" + "autoflow.crm_opportunities": + object: "autoflow.crm_opportunities" + "autoflow.crm_opportunities_snapshot": + object: "autoflow.crm_opportunities_snapshot" + "autoflow.crm_opportunity_review_execution_index": + object: "autoflow.crm_opportunity_review_execution_index" + "autoflow.crm_orders": + object: "autoflow.crm_orders" + "autoflow.crm_payment_plans": + object: "autoflow.crm_payment_plans" + "autoflow.crm_poc": + object: "autoflow.crm_poc" + "autoflow.crm_push_notification": + object: "autoflow.crm_push_notification" + "autoflow.crm_report_index": + object: "autoflow.crm_report_index" + "autoflow.crm_sales_activities": + object: "autoflow.crm_sales_activities" + "autoflow.crm_sales_records": + object: "autoflow.crm_sales_records" + "autoflow.crm_sales_visit_records": + object: "autoflow.crm_sales_visit_records" + "autoflow.crm_stages": + object: "autoflow.crm_stages" + "autoflow.crm_system_configurations": + object: "autoflow.crm_system_configurations" + "autoflow.crm_todos": + object: "autoflow.crm_todos" + "autoflow.crm_tracked_field_snapshots": + object: "autoflow.crm_tracked_field_snapshots" + "autoflow.crm_user": + object: "autoflow.crm_user" + "autoflow.diagnostic_intermediate_callhigh": + object: "autoflow.diagnostic_intermediate_callhigh" + "autoflow.diagnostic_intermediate_decision_maker": + object: "autoflow.diagnostic_intermediate_decision_maker" + "autoflow.diagnostic_intermediate_decision_maker_engagement": + object: "autoflow.diagnostic_intermediate_decision_maker_engagement" + "autoflow.diagnostic_intermediate_playbook": + object: "autoflow.diagnostic_intermediate_playbook" + "autoflow.diagnostic_intermediate_playbook_tops": + object: "autoflow.diagnostic_intermediate_playbook_tops" + "autoflow.diagnostic_playbook": + object: "autoflow.diagnostic_playbook" + "autoflow.diagnostic_playbook_evaluation": + object: "autoflow.diagnostic_playbook_evaluation" + "autoflow.diagnostic_report": + object: "autoflow.diagnostic_report" + "autoflow.document_contents": + object: "autoflow.document_contents" + "autoflow.feishu_message_log": + object: "autoflow.feishu_message_log" + "autoflow.user": + object: "autoflow.user" + "autoflow.user_fxiaoke": + object: "autoflow.user_fxiaoke" + "autoflow.user_profiles": + object: "autoflow.user_profiles" + "autoflow.users": + object: "autoflow.users" \ No newline at end of file diff --git a/values.yaml b/values.yaml new file mode 100644 index 0000000..ef0c32a --- /dev/null +++ b/values.yaml @@ -0,0 +1,19 @@ +global: + auth: + enabled: true + cookieSecureSetting: "false" + security: + cookieSecureSetting: "false" + # instanceAdmin: + # secretName: "airbyte-config-secrets" + # firstName: "FN" + # lastName: "LN" + # emailSecretName: "instance-admin-email" + # passwordSecretName: "instance-admin-password" + +# server: +# extraEnv: +# - name: AB_COOKIE_SECURE +# value: "false" +# - name: AB_COOKIE_SAME_SITE +# value: "Lax" \ No newline at end of file