yumoqing
2547fad996
- Updated core.py, init.py, opportunity_core.py, mysql.ddl.sql - Updated UI: base.ui, opportunity_management.ui - Added: opportunity.json, opportunity_stage_history.json - Added API files: opportunities CRUD, sales_stages_list, check_tables - Added UI/DSPY: opportunity_edit, opportunity_list, sales_stages_list
121 lines
3.1 KiB
JSON
121 lines
3.1 KiB
JSON
{
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"summary": {
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"name": "opportunity",
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"description": "商机管理表，存储销售机会的全生命周期信息",
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"version": "1.0.0"
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},
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"fields": {
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"id": {
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"type": "int",
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"primary_key": true,
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"auto_increment": true,
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"description": "商机ID"
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},
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"org_id": {
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"type": "int",
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"not_null": true,
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"description": "组织ID，用于多租户隔离"
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},
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"customer_id": {
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"type": "int",
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"not_null": true,
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"description": "客户ID，关联客户管理模块"
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},
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"customer_name": {
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"type": "varchar(255)",
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"not_null": true,
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"description": "客户名称"
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},
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"title": {
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"type": "varchar(255)",
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"not_null": true,
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"description": "商机标题"
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},
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"estimated_amount": {
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"type": "decimal(15,2)",
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"not_null": true,
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"description": "预估金额"
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},
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"current_stage": {
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"type": "varchar(50)",
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"not_null": true,
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"default": "'初步接洽'",
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"description": "当前销售阶段"
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},
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"expected_close_date": {
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"type": "date",
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"not_null": true,
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"description": "预计成交时间"
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},
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"probability": {
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"type": "decimal(5,2)",
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"not_null": true,
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"default": "0.00",
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"description": "成交概率（百分比）"
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},
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"source": {
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"type": "varchar(50)",
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"not_null": true,
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"default": "'manual'",
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"description": "商机来源：manual（手动录入）或 lead（线索转化）"
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},
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"owner_id": {
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"type": "int",
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"not_null": true,
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"description": "负责人ID"
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},
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"owner_name": {
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"type": "varchar(100)",
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"not_null": true,
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"description": "负责人姓名"
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},
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"description": {
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"type": "text",
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"description": "商机描述"
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},
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"created_at": {
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"type": "datetime",
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"not_null": true,
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"default": "CURRENT_TIMESTAMP",
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"description": "创建时间"
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},
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"updated_at": {
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"type": "datetime",
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"not_null": true,
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"default": "CURRENT_TIMESTAMP",
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"on_update": "CURRENT_TIMESTAMP",
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"description": "更新时间"
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},
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"status": {
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"type": "varchar(20)",
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"not_null": true,
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"default": "'active'",
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"description": "状态：active（活跃）、won（成交）、lost（丢单）"
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}
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},
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"indexes": {
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"idx_org_customer": ["org_id", "customer_id"],
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"idx_org_owner": ["org_id", "owner_id"],
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"idx_org_stage": ["org_id", "current_stage"],
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"idx_org_status": ["org_id", "status"],
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"idx_expected_close": ["org_id", "expected_close_date"]
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},
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"codes": {
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"stages": {
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"初步接洽": "初步接触客户，了解基本信息",
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"需求确认": "深入了解客户需求和痛点",
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"方案报价": "提供解决方案和报价",
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"合同谈判": "商务条款和合同细节谈判",
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"成交": "签订合同，完成交易"
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},
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"sources": {
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"manual": "手动录入",
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"lead": "线索转化"
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},
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"statuses": {
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"active": "活跃",
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"won": "成交",
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"lost": "丢单"
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}
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}
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} |