bgufix

README.md

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+# 客户管理模块 (Customer Management)
+
+## 模块概述
+客户管理模块提供完整的客户档案管理、交接管理和公海池功能，支持360度客户视图和自动化工作流程。
+
+## 功能特性
+
+### 2.2 客户管理模块
+
+#### 2.2.1 客户档案管理
+- **基础信息**：客户类型（个人/企业）、联系方式、所属行业、分级标签（重要/普通/潜在）
+- **360度视图**：整合商机记录、合同历史、服务工单、回款情况，参考纷享销客客户档案体系
+- **数据校验**：手机号/企业税号唯一性校验，避免重复建档
+
+#### 2.2.2 客户交接管理
+- **触发场景**：人员离职/岗位调整自动触发交接流程
+- **交接内容**：含客户基本信息、未结商机、历史合同、未解决问题等核心数据
+- **交接流程**：
+  a. 准备阶段：系统自动生成交接清单，原负责人补充完善
+  b. 审核阶段：负责人审核清单完整性  
+  c. 确认阶段：接手人确认接收，系统自动更新客户负责人
+- **客户通知**：交接完成后自动发送短信/邮件告知客户对接人变更
+
+#### 2.2.3 客户公海池
+- **规则配置**：自动回收N天未跟进的客户
+- **分配机制**：手动分配或销售自主领取
+
+## 数据库表结构
+
+### customers (客户档案表)
+- `id`: 客户ID (主键)
+- `customer_name`: 客户名称 (必填)
+- `customer_type`: 客户类型 (individual=个人, enterprise=企业)
+- `phone`: 手机号 (唯一性约束)
+- `tax_id`: 企业税号 (唯一性约束，仅企业客户)
+- `industry`: 所属行业
+- `customer_level`: 分级标签 (important=重要, normal=普通, potential=潜在)
+- `owner_id`: 负责人ID
+- `last_follow_up`: 最后跟进时间
+- `status`: 状态 (active=活跃, inactive=非活跃, in_pool=公海)
+
+### customer_handover (客户交接表)
+- `id`: 交接ID (主键)
+- `customer_id`: 客户ID
+- `from_owner_id`: 原负责人ID
+- `to_owner_id`: 新负责人ID
+- `handover_reason`: 交接原因 (resignation=离职, position_change=岗位调整)
+- `current_stage`: 当前阶段 (preparation/review/confirmation/completed)
+
+### customer_handover_items (交接项目明细表)
+- `id`: 项目ID (主键)
+- `handover_id`: 交接ID
+- `item_type`: 项目类型 (basic_info/opportunities/contracts/service_tickets/payment_issues)
+- `item_description`: 项目描述
+- `is_completed`: 是否完成
+
+### customer_pool (客户公海池表)
+- `id`: 公海记录ID (主键)
+- `customer_id`: 客户ID
+- `original_owner_id`: 原负责人ID
+- `recycle_reason`: 回收原因 (inactive_days=未跟进超限, manual=手动)
+- `pool_status`: 公海状态 (available/assigned/claimed)
+
+## API接口
+
+### 客户管理
+- `create_customer()`: 创建客户档案（包含唯一性校验）
+- `get_customer_360_view()`: 获取客户360度视图
+
+### 交接管理
+- `initiate_handover()`: 发起交接流程（自动生成清单）
+- `complete_handover_preparation()`: 完成准备阶段
+- `approve_handover()`: 审核交接清单
+- `confirm_handover()`: 确认接收（自动更新负责人并发送通知）
+
+### 公海管理
+- `recycle_to_pool()`: 回收客户到公海池
+- `claim_from_pool()`: 从公海池认领客户
+
+## 前端界面
+- 客户档案CRUD界面
+- 客户交接管理界面
+- 客户公海池界面
+- 客户360度视图查询面板
+
+## 安装部署
+1. 将模块目录复制到 `~/repos/` 目录下
+2. 运行主应用的 `build.sh` 脚本，自动处理数据库表创建和前端资源链接
+3. 模块将自动集成到系统中
+
+## 依赖要求
+- ahserver >= 1.0.0
+- sqlor-database-module >= 1.0.0
+- bricks-framework >= 1.0.0

customer_management/core.py

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+from datetime import datetime, timedelta
+from typing import List, Dict, Optional
+import uuid
+import re
+
+from ahserver.serverenv import ServerEnv
+from appPublic.worker import awaitify
+from sqlor.dbp import DBP
+
+
+async def create_customer(
+    customer_name: str,
+    customer_type: str,
+    phone: str = None,
+    email: str = None,
+    tax_id: str = None,
+    industry: str = None,
+    customer_level: str = "potential",
+    address: str = None,
+    owner_id: str = None,
+    region: str = None
+) -> Dict:
+    """创建客户档案"""
+    dbp = DBP()
+    customer_id = str(uuid.uuid4()).replace('-', '')
+    
+    # 数据校验
+    await validate_customer_data(dbp, phone, tax_id, customer_type)
+    
+    now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+    customer_data = {
+        "id": customer_id,
+        "customer_name": customer_name,
+        "customer_type": customer_type,
+        "phone": phone,
+        "email": email,
+        "tax_id": tax_id,
+        "industry": industry,
+        "customer_level": customer_level,
+        "address": address,
+        "owner_id": owner_id or get_current_user_id(),
+        "region": region,
+        "last_follow_up": now,
+        "created_at": now,
+        "updated_at": now,
+        "status": "active"
+    }
+    
+    await dbp.insert("customers", customer_data)
+    return customer_data
+
+
+async def validate_customer_data(dbp, phone: str, tax_id: str, customer_type: str):
+    """验证客户数据唯一性"""
+    # 手机号唯一性校验
+    if phone:
+        existing_phone = await dbp.select_one("customers", {"phone": phone})
+        if existing_phone:
+            raise ValueError(f"手机号 {phone} 已存在，不能重复建档")
+    
+    # 企业税号唯一性校验（仅对企业客户）
+    if customer_type == "enterprise" and tax_id:
+        existing_tax = await dbp.select_one("customers", {"tax_id": tax_id})
+        if existing_tax:
+            raise ValueError(f"企业税号 {tax_id} 已存在，不能重复建档")
+
+
+async def initiate_handover(
+    customer_id: str,
+    to_owner_id: str,
+    handover_reason: str,
+    reviewer_id: str = None
+) -> Dict:
+    """发起客户交接流程"""
+    dbp = DBP()
+    
+    # 获取客户信息
+    customer = await dbp.select_one("customers", {"id": customer_id})
+    if not customer:
+        raise ValueError("客户不存在")
+    
+    if customer["status"] != "active":
+        raise ValueError("只能交接活跃状态的客户")
+    
+    # 创建交接记录
+    handover_id = str(uuid.uuid4()).replace('-', '')
+    handover_data = {
+        "id": handover_id,
+        "customer_id": customer_id,
+        "from_owner_id": customer["owner_id"],
+        "to_owner_id": to_owner_id,
+        "handover_reason": handover_reason,
+        "current_stage": "preparation",
+        "reviewer_id": reviewer_id,
+        "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+        "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+    }
+    
+    await dbp.insert("customer_handover", handover_data)
+    
+    # 自动生成交接清单
+    await generate_handover_items(dbp, handover_id, customer_id)
+    
+    return handover_data
+
+
+async def generate_handover_items(dbp, handover_id: str, customer_id: str):
+    """自动生成交接清单"""
+    items = []
+    
+    # 基本信息
+    items.append({
+        "id": str(uuid.uuid4()).replace('-', ''),
+        "handover_id": handover_id,
+        "item_type": "basic_info",
+        "item_description": "客户基本信息和联系记录",
+        "is_completed": "0",
+        "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+        "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+    })
+    
+    # 未结商机
+    opportunities = await dbp.query(
+        "SELECT id, customer_name, estimated_amount, current_stage FROM opportunities WHERE customer_name = (SELECT customer_name FROM customers WHERE id = %(customer_id)s) AND status = 'active'",
+        {"customer_id": customer_id}
+    )
+    if opportunities:
+        for opp in opportunities:
+            items.append({
+                "id": str(uuid.uuid4()).replace('-', ''),
+                "handover_id": handover_id,
+                "item_type": "opportunities",
+                "item_id": opp["id"],
+                "item_description": f"商机: {opp['customer_name']} - 预估金额: {opp['estimated_amount']}, 阶段: {opp['current_stage']}",
+                "is_completed": "0",
+                "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+            })
+    
+    # 历史合同（假设合同管理模块存在）
+    contracts = await dbp.query(
+        "SELECT id, contract_no, amount, status FROM contracts WHERE customer_id = %(customer_id)s",
+        {"customer_id": customer_id}
+    )
+    if contracts:
+        for contract in contracts:
+            items.append({
+                "id": str(uuid.uuid4()).replace('-', ''),
+                "handover_id": handover_id,
+                "item_type": "contracts",
+                "item_id": contract["id"],
+                "item_description": f"合同: {contract['contract_no']} - 金额: {contract['amount']}, 状态: {contract['status']}",
+                "is_completed": "0",
+                "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+            })
+    
+    # 服务工单（假设服务模块存在）
+    service_tickets = await dbp.query(
+        "SELECT id, ticket_no, subject, status FROM service_tickets WHERE customer_id = %(customer_id)s AND status != 'closed'",
+        {"customer_id": customer_id}
+    )
+    if service_tickets:
+        for ticket in service_tickets:
+            items.append({
+                "id": str(uuid.uuid4()).replace('-', ''),
+                "handover_id": handover_id,
+                "item_type": "service_tickets",
+                "item_id": ticket["id"],
+                "item_description": f"服务工单: {ticket['ticket_no']} - 主题: {ticket['subject']}, 状态: {ticket['status']}",
+                "is_completed": "0",
+                "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+            })
+    
+    # 未解决回款问题
+    payment_issues = await dbp.query(
+        "SELECT id, invoice_no, amount, due_date FROM payment_records WHERE customer_id = %(customer_id)s AND status = 'overdue'",
+        {"customer_id": customer_id}
+    )
+    if payment_issues:
+        for issue in payment_issues:
+            items.append({
+                "id": str(uuid.uuid4()).replace('-', ''),
+                "handover_id": handover_id,
+                "item_type": "payment_issues",
+                "item_id": issue["id"],
+                "item_description": f"回款问题: 发票 {issue['invoice_no']} - 金额: {issue['amount']}, 到期日: {issue['due_date']}",
+                "is_completed": "0",
+                "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+                "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+            })
+    
+    # 批量插入交接项目
+    for item in items:
+        await dbp.insert("customer_handover_items", item)
+
+
+async def complete_handover_preparation(handover_id: str) -> Dict:
+    """完成交接准备阶段"""
+    dbp = DBP()
+    
+    handover = await dbp.select_one("customer_handover", {"id": handover_id})
+    if not handover:
+        raise ValueError("交接记录不存在")
+    
+    if handover["current_stage"] != "preparation":
+        raise ValueError("当前不在准备阶段")
+    
+    # 更新为审核阶段
+    await dbp.update(
+        "customer_handover",
+        {
+            "current_stage": "review",
+            "prepared_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        },
+        {"id": handover_id}
+    )
+    
+    return {"handover_id": handover_id, "stage": "review"}
+
+
+async def approve_handover(handover_id: str, approver_id: str = None) -> Dict:
+    """审核交接清单"""
+    dbp = DBP()
+    approver_id = approver_id or get_current_user_id()
+    
+    handover = await dbp.select_one("customer_handover", {"id": handover_id})
+    if not handover:
+        raise ValueError("交接记录不存在")
+    
+    if handover["current_stage"] != "review":
+        raise ValueError("当前不在审核阶段")
+    
+    # 更新为确认阶段
+    await dbp.update(
+        "customer_handover",
+        {
+            "current_stage": "confirmation",
+            "reviewed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        },
+        {"id": handover_id}
+    )
+    
+    return {"handover_id": handover_id, "stage": "confirmation"}
+
+
+async def confirm_handover(handover_id: str, confirm_by: str = None) -> Dict:
+    """确认接收客户"""
+    dbp = DBP()
+    confirm_by = confirm_by or get_current_user_id()
+    
+    handover = await dbp.select_one("customer_handover", {"id": handover_id})
+    if not handover:
+        raise ValueError("交接记录不存在")
+    
+    if handover["current_stage"] != "confirmation":
+        raise ValueError("当前不在确认阶段")
+    
+    # 更新客户负责人
+    await dbp.update(
+        "customers",
+        {
+            "owner_id": handover["to_owner_id"],
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        },
+        {"id": handover["customer_id"]}
+    )
+    
+    # 完成交接流程
+    await dbp.update(
+        "customer_handover",
+        {
+            "current_stage": "completed",
+            "confirmed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "completed_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        },
+        {"id": handover_id}
+    )
+    
+    # 发送客户通知（模拟）
+    await send_customer_notification(handover["customer_id"], handover["to_owner_id"])
+    
+    return {"handover_id": handover_id, "stage": "completed", "customer_id": handover["customer_id"]}
+
+
+async def send_customer_notification(customer_id: str, new_owner_id: str):
+    """发送客户对接人变更通知"""
+    # 这里应该集成短信/邮件服务
+    # 模拟实现
+    dbp = DBP()
+    customer = await dbp.select_one("customers", {"id": customer_id})
+    new_owner = await dbp.select_one("users", {"id": new_owner_id})  # 假设用户表存在
+    
+    notification_content = f"尊敬的{customer['customer_name']}，您的客户经理已变更为{new_owner.get('name', '新经理')}，联系方式：{new_owner.get('phone', '待更新')}。"
+    
+    # 记录通知日志（实际应调用短信/邮件API）
+    print(f"客户通知已发送: {notification_content}")
+
+
+async def recycle_to_pool(customer_id: str, inactive_days: int = None, reason: str = "inactive_days"):
+    """回收客户到公海池"""
+    dbp = DBP()
+    
+    customer = await dbp.select_one("customers", {"id": customer_id})
+    if not customer:
+        raise ValueError("客户不存在")
+    
+    if customer["status"] == "in_pool":
+        raise ValueError("客户已在公海池中")
+    
+    # 创建公海记录
+    pool_id = str(uuid.uuid4()).replace('-', '')
+    pool_data = {
+        "id": pool_id,
+        "customer_id": customer_id,
+        "original_owner_id": customer["owner_id"],
+        "recycle_reason": reason,
+        "inactive_days": inactive_days,
+        "recycled_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+        "pool_status": "available",
+        "created_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+    }
+    
+    await dbp.insert("customer_pool", pool_data)
+    
+    # 更新客户状态
+    await dbp.update(
+        "customers",
+        {
+            "status": "in_pool",
+            "owner_id": "",  # 清空负责人
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        },
+        {"id": customer_id}
+    )
+    
+    return pool_data
+
+
+async def claim_from_pool(pool_id: str, new_owner_id: str = None):
+    """从公海池认领客户"""
+    dbp = DBP()
+    new_owner_id = new_owner_id or get_current_user_id()
+    
+    pool_record = await dbp.select_one("customer_pool", {"id": pool_id})
+    if not pool_record:
+        raise ValueError("公海记录不存在")
+    
+    if pool_record["pool_status"] != "available":
+        raise ValueError("该客户已被认领或分配")
+    
+    # 更新公海记录
+    await dbp.update(
+        "customer_pool",
+        {
+            "assigned_to": new_owner_id,
+            "assigned_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "pool_status": "claimed",
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        },
+        {"id": pool_id}
+    )
+    
+    # 更新客户状态和负责人
+    await dbp.update(
+        "customers",
+        {
+            "status": "active",
+            "owner_id": new_owner_id,
+            "last_follow_up": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
+            "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+        },
+        {"id": pool_record["customer_id"]}
+    )
+    
+    return {"customer_id": pool_record["customer_id"], "new_owner_id": new_owner_id}
+
+
+async def get_customer_360_view(customer_id: str) -> Dict:
+    """获取客户360度视图"""
+    dbp = DBP()
+    
+    # 客户基本信息
+    customer = await dbp.select_one("customers", {"id": customer_id})
+    if not customer:
+        raise ValueError("客户不存在")
+    
+    # 商机记录
+    opportunities = await dbp.query(
+        "SELECT id, estimated_amount, current_stage, expected_close_date, status FROM opportunities WHERE customer_name = %(customer_name)s ORDER BY created_at DESC",
+        {"customer_name": customer["customer_name"]}
+    )
+    
+    # 合同历史（假设合同管理模块存在）
+    contracts = await dbp.query(
+        "SELECT id, contract_no, amount, start_date, end_date, status FROM contracts WHERE customer_id = %(customer_id)s ORDER BY created_at DESC",
+        {"customer_id": customer_id}
+    )
+    
+    # 服务工单（假设服务模块存在）
+    service_tickets = await dbp.query(
+        "SELECT id, ticket_no, subject, priority, status, created_at FROM service_tickets WHERE customer_id = %(customer_id)s ORDER BY created_at DESC",
+        {"customer_id": customer_id}
+    )
+    
+    # 回款情况
+    payments = await dbp.query(
+        "SELECT id, invoice_no, amount, paid_amount, due_date, status FROM payment_records WHERE customer_id = %(customer_id)s ORDER BY due_date DESC",
+        {"customer_id": customer_id}
+    )
+    
+    return {
+        "customer": customer,
+        "opportunities": opportunities,
+        "contracts": contracts,
+        "service_tickets": service_tickets,
+        "payments": payments
+    }
+
+
+def get_current_user_id() -> str:
+    """获取当前用户ID（模拟实现）"""
+    return "current_user_id"
+
+
+# 同步版本函数
+def sync_create_customer(*args, **kwargs):
+    return create_customer(*args, **kwargs)
+
+def sync_initiate_handover(*args, **kwargs):
+    return initiate_handover(*args, **kwargs)
+
+def sync_complete_handover_preparation(*args, **kwargs):
+    return complete_handover_preparation(*args, **kwargs)
+
+def sync_approve_handover(*args, **kwargs):
+    return approve_handover(*args, **kwargs)
+
+def sync_confirm_handover(*args, **kwargs):
+    return confirm_handover(*args, **kwargs)
+
+def sync_recycle_to_pool(*args, **kwargs):
+    return recycle_to_pool(*args, **kwargs)
+
+def sync_claim_from_pool(*args, **kwargs):
+    return claim_from_pool(*args, **kwargs)
+
+def sync_get_customer_360_view(*args, **kwargs):
+    return get_customer_360_view(*args, **kwargs)

customer_management/init.py

@@ -0,0 +1,24 @@
+from ahserver.serverenv import ServerEnv
+from appPublic.worker import awaitify
+from .core import (
+    sync_create_customer,
+    sync_initiate_handover,
+    sync_complete_handover_preparation,
+    sync_approve_handover,
+    sync_confirm_handover,
+    sync_recycle_to_pool,
+    sync_claim_from_pool,
+    sync_get_customer_360_view
+)
+
+
+def load_customer_management():
+    env = ServerEnv()
+    env.create_customer = awaitify(sync_create_customer)
+    env.initiate_handover = awaitify(sync_initiate_handover)
+    env.complete_handover_preparation = awaitify(sync_complete_handover_preparation)
+    env.approve_handover = awaitify(sync_approve_handover)
+    env.confirm_handover = awaitify(sync_confirm_handover)
+    env.recycle_to_pool = awaitify(sync_recycle_to_pool)
+    env.claim_from_pool = awaitify(sync_claim_from_pool)
+    env.get_customer_360_view = awaitify(sync_get_customer_360_view)

init/data.json

@@ -0,0 +1,46 @@
+{
+    "appcodes": [
+        {
+            "id": "customer_type",
+            "name": "客户类型编码",
+            "hierarchy_flg": "0"
+        },
+        {
+            "id": "customer_level", 
+            "name": "客户分级编码",
+            "hierarchy_flg": "0"
+        }
+    ],
+    "appcodes_kv": [
+        {
+            "id": "customer_type_individual",
+            "parentid": "customer_type",
+            "k": "individual",
+            "v": "个人"
+        },
+        {
+            "id": "customer_type_enterprise",
+            "parentid": "customer_type", 
+            "k": "enterprise",
+            "v": "企业"
+        },
+        {
+            "id": "customer_level_important",
+            "parentid": "customer_level",
+            "k": "important",
+            "v": "重要"
+        },
+        {
+            "id": "customer_level_normal",
+            "parentid": "customer_level",
+            "k": "normal", 
+            "v": "普通"
+        },
+        {
+            "id": "customer_level_potential",
+            "parentid": "customer_level",
+            "k": "potential",
+            "v": "潜在"
+        }
+    ]
+}

json/customer_pool_list.json

@@ -0,0 +1,43 @@
+{
+    "tblname": "customer_pool",
+    "alias": "customer_pool_list",
+    "title": "客户公海池",
+    "params": {
+        "sortby": ["recycled_at desc"],
+        "browserfields": {
+            "exclouded": ["id", "customer_id", "original_owner_id", "assigned_to", "created_at"],
+            "alters": {
+                "recycle_reason": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "inactive_days",
+                            "text": "未跟进天数超限"
+                        },
+                        {
+                            "value": "manual",
+                            "text": "手动回收"
+                        }
+                    ]
+                },
+                "pool_status": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "available",
+                            "text": "可领取"
+                        },
+                        {
+                            "value": "assigned",
+                            "text": "已分配"
+                        },
+                        {
+                            "value": "claimed",
+                            "text": "已认领"
+                        }
+                    ]
+                }
+            }
+        }
+    }
+}

json/customers_list.json

@@ -0,0 +1,92 @@
+{
+    "tblname": "customers",
+    "alias": "customers_list",
+    "title": "客户档案管理",
+    "params": {
+        "sortby": ["created_at desc"],
+        "logined_userid": "owner_id",
+        "browserfields": {
+            "exclouded": ["id", "owner_id", "updated_at"],
+            "alters": {
+                "customer_type": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "individual",
+                            "text": "个人"
+                        },
+                        {
+                            "value": "enterprise",
+                            "text": "企业"
+                        }
+                    ]
+                },
+                "customer_level": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "important",
+                            "text": "重要"
+                        },
+                        {
+                            "value": "normal",
+                            "text": "普通"
+                        },
+                        {
+                            "value": "potential",
+                            "text": "潜在"
+                        }
+                    ]
+                },
+                "status": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "active",
+                            "text": "活跃"
+                        },
+                        {
+                            "value": "inactive",
+                            "text": "非活跃"
+                        },
+                        {
+                            "value": "in_pool",
+                            "text": "公海"
+                        }
+                    ]
+                }
+            }
+        },
+        "editor": {
+            "binds": [
+                {
+                    "wid": "customer_type",
+                    "event": "changed",
+                    "actiontype": "script",
+                    "target": "tax_id",
+                    "script": "// 当客户类型为个人时，隐藏税号字段\nconst customerType = this.getValue('customer_type');\nconst taxIdField = this.getWidget('tax_id');\nif (customerType === 'individual') {\n    taxIdField.hide();\n} else {\n    taxIdField.show();\n}"
+                }
+            ]
+        },
+        "subtables": [
+            {
+                "field": "customer_id",
+                "title": "客户360度视图",
+                "url": "{{entire_url(customer_360_view)}}",
+                "subtable": "customers"
+            },
+            {
+                "field": "customer_id",
+                "title": "交接记录",
+                "url": "{{entire_url(handover_history_list)}}",
+                "subtable": "customer_handover"
+            },
+            {
+                "field": "customer_id",
+                "title": "公海记录",
+                "url": "{{entire_url(pool_history_list)}}",
+                "subtable": "customer_pool"
+            }
+        ]
+    }
+}

json/handover_items_list.json

@@ -0,0 +1,51 @@
+{
+    "tblname": "customer_handover_items",
+    "alias": "handover_items_list",
+    "title": "交接项目明细",
+    "params": {
+        "sortby": ["created_at desc"],
+        "browserfields": {
+            "exclouded": ["id", "handover_id", "item_id", "updated_at"],
+            "alters": {
+                "item_type": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "basic_info",
+                            "text": "基本信息"
+                        },
+                        {
+                            "value": "opportunities",
+                            "text": "未结商机"
+                        },
+                        {
+                            "value": "contracts",
+                            "text": "历史合同"
+                        },
+                        {
+                            "value": "service_tickets",
+                            "text": "服务工单"
+                        },
+                        {
+                            "value": "payment_issues",
+                            "text": "回款问题"
+                        }
+                    ]
+                },
+                "is_completed": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "1",
+                            "text": "已完成"
+                        },
+                        {
+                            "value": "0",
+                            "text": "未完成"
+                        }
+                    ]
+                }
+            }
+        }
+    }
+}

json/handover_list.json

@@ -0,0 +1,55 @@
+{
+    "tblname": "customer_handover",
+    "alias": "handover_list",
+    "title": "客户交接管理",
+    "params": {
+        "sortby": ["created_at desc"],
+        "browserfields": {
+            "exclouded": ["id", "from_owner_id", "to_owner_id", "reviewer_id", "updated_at"],
+            "alters": {
+                "handover_reason": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "resignation",
+                            "text": "人员离职"
+                        },
+                        {
+                            "value": "position_change",
+                            "text": "岗位调整"
+                        }
+                    ]
+                },
+                "current_stage": {
+                    "uitype": "code",
+                    "data": [
+                        {
+                            "value": "preparation",
+                            "text": "准备阶段"
+                        },
+                        {
+                            "value": "review",
+                            "text": "审核阶段"
+                        },
+                        {
+                            "value": "confirmation",
+                            "text": "确认阶段"
+                        },
+                        {
+                            "value": "completed",
+                            "text": "已完成"
+                        }
+                    ]
+                }
+            }
+        },
+        "subtables": [
+            {
+                "field": "handover_id",
+                "title": "交接项目明细",
+                "url": "{{entire_url(handover_items_list)}}",
+                "subtable": "customer_handover_items"
+            }
+        ]
+    }
+}

models/customer_handover.json

@@ -0,0 +1,145 @@
+{
+    "summary": [
+        {
+            "name": "customer_handover",
+            "title": "客户交接表",
+            "primary": "id",
+            "catelog": "relation"
+        }
+    ],
+    "fields": [
+        {
+            "name": "id",
+            "title": "交接ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "主键 - UUID格式"
+        },
+        {
+            "name": "customer_id",
+            "title": "客户ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "被交接的客户ID"
+        },
+        {
+            "name": "from_owner_id",
+            "title": "原负责人ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "原客户负责人ID"
+        },
+        {
+            "name": "to_owner_id",
+            "title": "新负责人ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "新客户负责人ID"
+        },
+        {
+            "name": "handover_reason",
+            "title": "交接原因",
+            "type": "str",
+            "length": 100,
+            "nullable": "no",
+            "comments": "交接触发原因：resignation=离职, position_change=岗位调整"
+        },
+        {
+            "name": "current_stage",
+            "title": "当前阶段",
+            "type": "str",
+            "length": 20,
+            "nullable": "no",
+            "default": "preparation",
+            "comments": "交接流程阶段：preparation=准备, review=审核, confirmation=确认, completed=完成"
+        },
+        {
+            "name": "reviewer_id",
+            "title": "审核人ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "yes",
+            "comments": "负责审核交接清单的人员ID"
+        },
+        {
+            "name": "prepared_at",
+            "title": "准备完成时间",
+            "type": "timestamp",
+            "nullable": "yes",
+            "comments": "原负责人完成交接清单准备的时间"
+        },
+        {
+            "name": "reviewed_at",
+            "title": "审核完成时间",
+            "type": "timestamp",
+            "nullable": "yes",
+            "comments": "审核人完成审核的时间"
+        },
+        {
+            "name": "confirmed_at",
+            "title": "确认完成时间",
+            "type": "timestamp",
+            "nullable": "yes",
+            "comments": "接手人确认接收的时间"
+        },
+        {
+            "name": "completed_at",
+            "title": "交接完成时间",
+            "type": "timestamp",
+            "nullable": "yes",
+            "comments": "整个交接流程完成的时间"
+        },
+        {
+            "name": "created_at",
+            "title": "创建时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "交接流程创建时间"
+        },
+        {
+            "name": "updated_at",
+            "title": "更新时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "最后更新时间"
+        },
+        {
+            "name": "notes",
+            "title": "备注",
+            "type": "text",
+            "nullable": "yes",
+            "comments": "交接过程中的备注信息"
+        }
+    ],
+    "indexes": [
+        {
+            "name": "idx_handover_customer",
+            "idxtype": "index",
+            "idxfields": ["customer_id"]
+        },
+        {
+            "name": "idx_handover_from_owner",
+            "idxtype": "index",
+            "idxfields": ["from_owner_id"]
+        },
+        {
+            "name": "idx_handover_to_owner",
+            "idxtype": "index",
+            "idxfields": ["to_owner_id"]
+        },
+        {
+            "name": "idx_handover_stage",
+            "idxtype": "index",
+            "idxfields": ["current_stage"]
+        },
+        {
+            "name": "idx_handover_created",
+            "idxtype": "index",
+            "idxfields": ["created_at"]
+        }
+    ]
+}

models/customer_handover_items.json

@@ -0,0 +1,91 @@
+{
+    "summary": [
+        {
+            "name": "customer_handover_items",
+            "title": "客户交接项目明细表",
+            "primary": "id",
+            "catelog": "relation"
+        }
+    ],
+    "fields": [
+        {
+            "name": "id",
+            "title": "项目ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "主键 - UUID格式"
+        },
+        {
+            "name": "handover_id",
+            "title": "交接ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "关联的交接记录ID"
+        },
+        {
+            "name": "item_type",
+            "title": "项目类型",
+            "type": "str",
+            "length": 50,
+            "nullable": "no",
+            "comments": "交接项目类型：basic_info=基本信息, opportunities=未结商机, contracts=历史合同, service_tickets=服务工单, payment_issues=回款问题"
+        },
+        {
+            "name": "item_id",
+            "title": "关联ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "yes",
+            "comments": "关联的具体记录ID（如商机ID、合同ID等）"
+        },
+        {
+            "name": "item_description",
+            "title": "项目描述",
+            "type": "text",
+            "nullable": "no",
+            "comments": "项目详细描述或补充说明"
+        },
+        {
+            "name": "is_completed",
+            "title": "是否完成",
+            "type": "str",
+            "length": 1,
+            "nullable": "no",
+            "default": "0",
+            "comments": "是否已完成交接：1=是, 0=否"
+        },
+        {
+            "name": "created_at",
+            "title": "创建时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "项目创建时间"
+        },
+        {
+            "name": "updated_at",
+            "title": "更新时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "最后更新时间"
+        }
+    ],
+    "indexes": [
+        {
+            "name": "idx_handover_items_handover",
+            "idxtype": "index",
+            "idxfields": ["handover_id"]
+        },
+        {
+            "name": "idx_handover_items_type",
+            "idxtype": "index",
+            "idxfields": ["item_type"]
+        },
+        {
+            "name": "idx_handover_items_item_id",
+            "idxtype": "index",
+            "idxfields": ["item_id"]
+        }
+    ]
+}

models/customer_pool.json

@@ -0,0 +1,116 @@
+{
+    "summary": [
+        {
+            "name": "customer_pool",
+            "title": "客户公海池表",
+            "primary": "id",
+            "catelog": "relation"
+        }
+    ],
+    "fields": [
+        {
+            "name": "id",
+            "title": "公海记录ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "主键 - UUID格式"
+        },
+        {
+            "name": "customer_id",
+            "title": "客户ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "回收到公海的客户ID"
+        },
+        {
+            "name": "original_owner_id",
+            "title": "原负责人ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "客户原来的负责人ID"
+        },
+        {
+            "name": "recycle_reason",
+            "title": "回收原因",
+            "type": "str",
+            "length": 100,
+            "nullable": "no",
+            "comments": "回收原因：inactive_days=未跟进天数超限, manual=手动回收"
+        },
+        {
+            "name": "inactive_days",
+            "title": "未跟进天数",
+            "type": "long",
+            "nullable": "yes",
+            "comments": "触发回收的未跟进天数"
+        },
+        {
+            "name": "recycled_at",
+            "title": "回收时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "客户被回收到公海的时间"
+        },
+        {
+            "name": "assigned_to",
+            "title": "分配给",
+            "type": "str",
+            "length": 32,
+            "nullable": "yes",
+            "comments": "分配给的新负责人ID（如果已分配）"
+        },
+        {
+            "name": "assigned_at",
+            "title": "分配时间",
+            "type": "timestamp",
+            "nullable": "yes",
+            "comments": "客户被分配的时间"
+        },
+        {
+            "name": "pool_status",
+            "title": "公海状态",
+            "type": "str",
+            "length": 20,
+            "nullable": "no",
+            "default": "available",
+            "comments": "公海状态：available=可领取, assigned=已分配, claimed=已认领"
+        },
+        {
+            "name": "created_at",
+            "title": "创建时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "记录创建时间"
+        }
+    ],
+    "indexes": [
+        {
+            "name": "idx_pool_customer",
+            "idxtype": "unique",
+            "idxfields": ["customer_id"]
+        },
+        {
+            "name": "idx_pool_original_owner",
+            "idxtype": "index",
+            "idxfields": ["original_owner_id"]
+        },
+        {
+            "name": "idx_pool_assigned_to",
+            "idxtype": "index",
+            "idxfields": ["assigned_to"]
+        },
+        {
+            "name": "idx_pool_status",
+            "idxtype": "index",
+            "idxfields": ["pool_status"]
+        },
+        {
+            "name": "idx_pool_recycled",
+            "idxtype": "index",
+            "idxfields": ["recycled_at"]
+        }
+    ]
+}

models/customers.json

@@ -0,0 +1,167 @@
+{
+    "summary": [
+        {
+            "name": "customers",
+            "title": "客户档案表",
+            "primary": "id",
+            "catelog": "entity"
+        }
+    ],
+    "fields": [
+        {
+            "name": "id",
+            "title": "客户ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "主键 - UUID格式"
+        },
+        {
+            "name": "customer_name",
+            "title": "客户名称",
+            "type": "str",
+            "length": 255,
+            "nullable": "no",
+            "comments": "客户公司名称或个人姓名"
+        },
+        {
+            "name": "customer_type",
+            "title": "客户类型",
+            "type": "str",
+            "length": 20,
+            "nullable": "no",
+            "comments": "客户类型：individual=个人, enterprise=企业"
+        },
+        {
+            "name": "phone",
+            "title": "手机号",
+            "type": "str",
+            "length": 20,
+            "nullable": "yes",
+            "comments": "客户手机号码"
+        },
+        {
+            "name": "email",
+            "title": "邮箱",
+            "type": "str",
+            "length": 255,
+            "nullable": "yes",
+            "comments": "客户邮箱地址"
+        },
+        {
+            "name": "tax_id",
+            "title": "企业税号",
+            "type": "str",
+            "length": 50,
+            "nullable": "yes",
+            "comments": "企业统一社会信用代码或税号"
+        },
+        {
+            "name": "industry",
+            "title": "所属行业",
+            "type": "str",
+            "length": 100,
+            "nullable": "yes",
+            "comments": "客户所属行业"
+        },
+        {
+            "name": "customer_level",
+            "title": "分级标签",
+            "type": "str",
+            "length": 20,
+            "nullable": "no",
+            "default": "potential",
+            "comments": "客户分级：important=重要, normal=普通, potential=潜在"
+        },
+        {
+            "name": "address",
+            "title": "地址",
+            "type": "text",
+            "nullable": "yes",
+            "comments": "客户详细地址"
+        },
+        {
+            "name": "owner_id",
+            "title": "负责人ID",
+            "type": "str",
+            "length": 32,
+            "nullable": "no",
+            "comments": "当前负责该客户的销售人员ID"
+        },
+        {
+            "name": "region",
+            "title": "区域",
+            "type": "str",
+            "length": 100,
+            "nullable": "yes",
+            "comments": "客户所在区域"
+        },
+        {
+            "name": "last_follow_up",
+            "title": "最后跟进时间",
+            "type": "timestamp",
+            "nullable": "yes",
+            "comments": "最后一次跟进时间"
+        },
+        {
+            "name": "created_at",
+            "title": "创建时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "客户档案创建时间"
+        },
+        {
+            "name": "updated_at",
+            "title": "更新时间",
+            "type": "timestamp",
+            "nullable": "no",
+            "comments": "最后更新时间"
+        },
+        {
+            "name": "status",
+            "title": "状态",
+            "type": "str",
+            "length": 20,
+            "nullable": "no",
+            "default": "active",
+            "comments": "客户状态：active=活跃, inactive=非活跃, in_pool=公海"
+        }
+    ],
+    "indexes": [
+        {
+            "name": "idx_customers_phone",
+            "idxtype": "unique",
+            "idxfields": ["phone"]
+        },
+        {
+            "name": "idx_customers_tax_id",
+            "idxtype": "unique",
+            "idxfields": ["tax_id"]
+        },
+        {
+            "name": "idx_customers_owner",
+            "idxtype": "index",
+            "idxfields": ["owner_id"]
+        },
+        {
+            "name": "idx_customers_name",
+            "idxtype": "index",
+            "idxfields": ["customer_name"]
+        },
+        {
+            "name": "idx_customers_level",
+            "idxtype": "index",
+            "idxfields": ["customer_level"]
+        },
+        {
+            "name": "idx_customers_status",
+            "idxtype": "index",
+            "idxfields": ["status"]
+        },
+        {
+            "name": "idx_customers_last_follow",
+            "idxtype": "index",
+            "idxfields": ["last_follow_up"]
+        }
+    ]
+}

pyproject.toml

@@ -0,0 +1,20 @@
+[build-system]
+requires = ["setuptools>=45", "wheel"]
+build-backend = "setuptools.build_meta"
+
+[project]
+name = "customer_management"
+version = "1.0.0"
+description = "客户管理模块 - 提供客户档案管理、交接管理和公海池功能"
+authors = [{name = "Hermes Agent", email = "hermes@example.com"}]
+readme = "README.md"
+requires-python = ">=3.8"
+dependencies = [
+    "ahserver",
+    "sqlor-database-module", 
+    "bricks-framework"
+]
+
+[tool.setuptools.packages.find]
+where = ["."]
+include = ["customer_management*"]

wwwroot/base.ui

@@ -0,0 +1,51 @@
+{
+    "widgettype": "TabPanel",
+    "options": {
+        "title": "客户管理"
+    },
+    "subwidgets": [
+        {
+            "widgettype": "CRUD",
+            "options": {
+                "title": "客户档案",
+                "url": "{{entire_url(customers_list)}}"
+            }
+        },
+        {
+            "widgettype": "CRUD",
+            "options": {
+                "title": "客户交接",
+                "url": "{{entire_url(handover_list)}}"
+            }
+        },
+        {
+            "widgettype": "CRUD",
+            "options": {
+                "title": "客户公海池", 
+                "url": "{{entire_url(customer_pool_list)}}"
+            }
+        },
+        {
+            "widgettype": "Panel",
+            "options": {
+                "title": "客户360度视图"
+            },
+            "subwidgets": [
+                {
+                    "widgettype": "Form",
+                    "options": {
+                        "title": "客户查询",
+                        "fields": [
+                            {
+                                "name": "customer_id",
+                                "label": "客户ID",
+                                "type": "text"
+                            }
+                        ],
+                        "onSubmit": "get_customer_360_view"
+                    }
+                }
+            ]
+        }
+    ]
+}