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
67 lines
3.4 KiB
SQL
67 lines
3.4 KiB
SQL
-- 商机管理模块数据库表结构
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-- 1. 商机表 (opportunities)
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CREATE TABLE IF NOT EXISTS opportunities (
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id VARCHAR(64) PRIMARY KEY,
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customer_name VARCHAR(255) NOT NULL COMMENT '客户名称',
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customer_id VARCHAR(64) COMMENT '客户ID（关联客户管理模块）',
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estimated_amount DECIMAL(15,2) NOT NULL COMMENT '预估金额',
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sales_stage VARCHAR(64) NOT NULL COMMENT '销售阶段',
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expected_close_date DATE NOT NULL COMMENT '预计成交时间',
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actual_close_date DATE COMMENT '实际成交时间',
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source VARCHAR(32) DEFAULT 'manual' COMMENT '来源: manual/lead_conversion',
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description TEXT COMMENT '描述',
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owner_id VARCHAR(64) NOT NULL COMMENT '负责人ID',
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org_id VARCHAR(64) NOT NULL COMMENT '组织ID',
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status VARCHAR(32) DEFAULT 'active' COMMENT '状态: active/won/lost/deleted',
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probability DECIMAL(5,4) DEFAULT 0.1000 COMMENT '成交概率',
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next_action_date DATE COMMENT '下次行动日期',
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next_action_description VARCHAR(255) COMMENT '下次行动描述',
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tags VARCHAR(255) COMMENT '标签',
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created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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INDEX idx_customer_id (customer_id),
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INDEX idx_sales_stage (sales_stage),
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INDEX idx_owner_id (owner_id),
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INDEX idx_org_id (org_id),
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INDEX idx_status (status),
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INDEX idx_expected_close_date (expected_close_date)
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
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-- 2. 商机阶段变更历史表 (opportunity_stage_history)
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CREATE TABLE IF NOT EXISTS opportunity_stage_history (
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id VARCHAR(64) PRIMARY KEY,
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opportunity_id VARCHAR(64) NOT NULL,
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old_stage VARCHAR(64) NOT NULL COMMENT '原阶段',
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new_stage VARCHAR(64) NOT NULL COMMENT '新阶段',
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change_reason TEXT NOT NULL COMMENT '变更原因',
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changed_by VARCHAR(64) NOT NULL COMMENT '变更人ID',
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created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
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INDEX idx_opportunity_id (opportunity_id),
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INDEX idx_changed_by (changed_by),
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FOREIGN KEY (opportunity_id) REFERENCES opportunities(id) ON DELETE CASCADE
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
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-- 3. 销售漏斗配置表 (sales_funnel_config)
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CREATE TABLE IF NOT EXISTS sales_funnel_config (
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id VARCHAR(64) PRIMARY KEY,
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org_id VARCHAR(64) NOT NULL,
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stage_name VARCHAR(64) NOT NULL COMMENT '阶段名称',
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stage_order INT NOT NULL COMMENT '阶段顺序',
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default_probability DECIMAL(5,4) NOT NULL COMMENT '默认成交概率',
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color_code VARCHAR(16) COMMENT '颜色代码',
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is_active TINYINT(1) DEFAULT 1 COMMENT '是否激活',
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created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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UNIQUE KEY uk_org_stage (org_id, stage_name),
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INDEX idx_org_id (org_id),
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INDEX idx_stage_order (stage_order)
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
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-- 插入默认销售漏斗配置
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INSERT IGNORE INTO sales_funnel_config (id, org_id, stage_name, stage_order, default_probability, color_code) VALUES
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(REPLACE(UUID(), '-', ''), 'default', '初步接洽', 1, 0.1000, '#FF6B6B'),
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(REPLACE(UUID(), '-', ''), 'default', '需求确认', 2, 0.3000, '#4ECDC4'),
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(REPLACE(UUID(), '-', ''), 'default', '方案报价', 3, 0.5000, '#45B7D1'),
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(REPLACE(UUID(), '-', ''), 'default', '合同谈判', 4, 0.7000, '#96CEB4'),
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(REPLACE(UUID(), '-', ''), 'default', '成交', 5, 1.0000, '#FFEAA7'); |