yumoqing
b837692cc4
- 实现商机全生命周期管理功能 - 商机创建（手动录入/线索转化） - 阶段管理（自定义销售漏斗，阶段变更记录原因） - 实现商机分析功能 - 漏斗可视化（各阶段数量/金额占比，支持区域/销售维度筛选） - 收入预测（基于历史转化率，偏差率≤15%） - 完整的数据库设计（opportunities, opportunity_stage_history, sales_funnel_config） - 前端界面基于bricks-framework实现 - 符合生产级代码标准和模块开发规范 - 包含完整的测试用例和构建脚本
181 lines
5.0 KiB
JSON
181 lines
5.0 KiB
JSON
{
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"summary": [
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{
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"name": "opportunities",
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"title": "商机表",
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"primary": "id",
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"catelog": "entity"
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}
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],
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"fields": [
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{
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"name": "id",
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"title": "商机ID",
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"type": "str",
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"length": 32,
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"nullable": "no",
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"comments": "主键 - UUID格式"
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},
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{
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"name": "customer_id",
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"title": "客户ID",
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"type": "str",
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"length": 32,
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"nullable": "no",
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"comments": "关联客户管理模块的客户ID"
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},
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{
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"name": "customer_name",
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"title": "客户名称",
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"type": "str",
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"length": 255,
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"nullable": "no",
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"comments": "客户名称，必填字段"
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},
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{
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"name": "opportunity_name",
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"title": "商机名称",
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"type": "str",
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"length": 255,
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"nullable": "no",
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"comments": "商机标题或项目名称"
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},
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{
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"name": "estimated_amount",
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"title": "预估金额",
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"type": "decimal",
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"length": 15,
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"dec": 2,
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"nullable": "no",
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"comments": "预估成交金额，必填字段"
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},
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{
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"name": "current_stage",
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"title": "当前销售阶段",
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"type": "str",
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"length": 50,
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"nullable": "no",
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"comments": "当前所处的销售阶段，必填字段"
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},
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{
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"name": "expected_close_date",
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"title": "预计成交时间",
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"type": "date",
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"nullable": "no",
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"comments": "预计成交日期，必填字段"
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},
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{
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"name": "source_type",
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"title": "商机来源类型",
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"type": "str",
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"length": 20,
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"nullable": "no",
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"default": "manual",
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"comments": "manual=手动录入, lead=线索转化"
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},
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{
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"name": "owner_id",
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"title": "负责人ID",
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"type": "str",
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"length": 32,
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"nullable": "no",
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"comments": "负责该商机的销售人员ID"
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},
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{
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"name": "owner_name",
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"title": "负责人姓名",
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"type": "str",
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"length": 100,
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"nullable": "no",
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"comments": "负责该商机的销售人员姓名"
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},
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{
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"name": "region",
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"title": "区域",
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"type": "str",
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"length": 100,
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"nullable": "yes",
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"comments": "商机所属区域，用于分析筛选"
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},
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{
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"name": "description",
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"title": "商机描述",
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"type": "text",
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"nullable": "yes",
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"comments": "商机详细描述信息"
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},
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{
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"name": "probability",
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"title": "成交概率",
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"type": "float",
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"length": 5,
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"dec": 2,
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"nullable": "no",
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"default": "0.00",
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"comments": "基于历史转化率计算的成交概率百分比"
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},
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{
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"name": "predicted_revenue",
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"title": "预测收入",
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"type": "decimal",
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"length": 15,
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"dec": 2,
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"nullable": "no",
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"default": "0.00",
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"comments": "基于成交概率计算的预测收入"
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},
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{
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"name": "created_at",
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"title": "创建时间",
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"type": "timestamp",
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"nullable": "no"
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},
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{
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"name": "updated_at",
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"title": "更新时间",
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"type": "timestamp",
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"nullable": "no"
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},
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{
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"name": "status",
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"title": "状态",
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"type": "str",
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"length": 20,
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"nullable": "no",
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"default": "active",
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"comments": "active=活跃, won=已成交, lost=已丢失, closed=已关闭"
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}
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],
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"indexes": [
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{
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"name": "idx_opportunities_customer",
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"idxtype": "index",
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"idxfields": ["customer_id"]
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},
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{
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"name": "idx_opportunities_owner",
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"idxtype": "index",
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"idxfields": ["owner_id"]
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},
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{
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"name": "idx_opportunities_stage",
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"idxtype": "index",
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"idxfields": ["current_stage"]
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},
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{
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"name": "idx_opportunities_region",
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"idxtype": "index",
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"idxfields": ["region"]
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},
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{
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"name": "idx_opportunities_status",
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"idxtype": "index",
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"idxfields": ["status"]
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},
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{
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"name": "idx_opportunities_expected_close",
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"idxtype": "index",
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"idxfields": ["expected_close_date"]
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}
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]
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} |