customer_management/models/customer_handover.json
2026-04-16 13:29:07 +08:00

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{
"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"]
}
]
}