PayrollManagementSystem/backend/app/models/customer.py
liuwenxin f22d14e439 feat(base): 新增基础数据六表及 V4 迁移(人员/辐射区域/拓展计划/产品/客户/归属留痕)
- TPlusSyncMixin 统一 T+ 同步预留四列(可空+普通索引,唯一键待 IT 定键后升级)
- 留痕表实体 ID 无外键冗余固化,删除保护由服务层承担
- init-dev.sql 同步六表 DDL,alembic_version 标记更新

Co-Authored-By: Claude Code <noreply@anthropic.com>
2026-10-13 09:49:05 +08:00

122 lines
5.5 KiB
Python
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

"""客户模型:客户档案与归属变更留痕。
- 「公司名称 + 负责人」是业务唯一标识(需规 2.1.3);负责人是客户公司的
负责人**人名**(字符串),不是系统内的营销人员 —— 系统内归属另用
owner_personnel_id 外键表达,两者语义不同
- 归属变更只改主表当前值 + 插一条留痕,**不回溯历史**(对照表 #19):
历史核算结果在 M3 台账已固化,无需 effective_date 时点化设计
- 留痕表(OwnershipChangeLog)对客户/业务/人员 ID 均为**无外键的冗余固化**:
留痕是历史记录,被引用方被删除后记录仍须完整可读;RESTRICT 外键反而会
把「删除客户」逼成 500。业务实体删除保护由服务层检查承担
"""
from datetime import datetime
from sqlalchemy import DateTime, ForeignKey, Index, String, UniqueConstraint, text
from sqlalchemy.orm import Mapped, mapped_column
from app.models.base import (
BIGINT_UNSIGNED,
TINYINT_TYPE,
Base,
TimestampMixin,
TPlusSyncMixin,
mysql_table_args,
)
# 归属类型(ownership_change_logs.owner_type)
OWNER_TYPE_CUSTOMER = 1
OWNER_TYPE_BUSINESS = 2
class Customer(Base, TimestampMixin, TPlusSyncMixin):
"""客户表(需求 2.1.3)。customer_type 是计提规则匹配锚点(M3 消费)。"""
__tablename__ = "customers"
__table_args__ = mysql_table_args(
"客户表(公司名称+负责人为业务唯一标识;T+同步不覆盖客户分类)",
UniqueConstraint("company_name", "owner_name", name="uk_customers_company_owner"),
)
id: Mapped[int] = mapped_column(
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
)
company_name: Mapped[str] = mapped_column(String(128), nullable=False, comment="公司名称")
owner_name: Mapped[str] = mapped_column(
String(64), nullable=False, comment="客户负责人姓名(客户公司负责人的人名,非系统人员)"
)
contact_person: Mapped[str | None] = mapped_column(String(64), comment="联系人")
contact_phone: Mapped[str | None] = mapped_column(String(20), comment="联系电话")
address: Mapped[str | None] = mapped_column(String(255), comment="地址")
industry: Mapped[str | None] = mapped_column(String(64), comment="所属行业(自由文本)")
customer_type: Mapped[str] = mapped_column(
String(32),
nullable=False,
server_default="personal",
index=True,
comment="客户分类:personal个人户 manager_personal经理个人户 enterprise企业户(计提规则匹配锚点;T+同步不覆盖)",
)
owner_personnel_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED,
ForeignKey("personnel.id", ondelete="RESTRICT"),
index=True,
comment="归属负责营销人员ID(手动修改不回溯历史,变更留痕见 ownership_change_logs)",
)
remark: Mapped[str | None] = mapped_column(String(255), comment="备注")
class OwnershipChangeLog(Base):
"""归属变更记录表(append-only,需求 2.1.3 + 对照表 #19)。
owner_type 区分客户归属/业务归属:1 → customer_id 非空,2 → business_id
非空,由应用层校验(无外键,见模块 docstring 的固化论证)。
前后值冗余固化(无外键):人员被删除后留痕仍可读。
"""
__tablename__ = "ownership_change_logs"
__table_args__ = mysql_table_args(
"归属变更记录表(append-only;客户/业务归属变更留痕,不回溯历史)",
Index("idx_ownership_change_logs_customer_id", "customer_id"),
Index("idx_ownership_change_logs_business_id", "business_id"),
Index("idx_ownership_change_logs_create_time", "create_time"),
)
id: Mapped[int] = mapped_column(
BIGINT_UNSIGNED, primary_key=True, autoincrement=True, comment="主键ID"
)
owner_type: Mapped[int] = mapped_column(
TINYINT_TYPE, nullable=False, comment="归属类型:1客户归属 2业务归属"
)
customer_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED,
comment="客户ID(固化,owner_type=1 时非空)",
)
business_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED,
comment="业务ID(固化,owner_type=2 时非空)",
)
old_owner_personnel_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED, comment="变更前负责营销人员ID(固化)"
)
new_owner_personnel_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED, comment="变更后负责营销人员ID(固化)"
)
old_assistant_personnel_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED, comment="变更前协助营销人员ID(固化,仅业务归属使用)"
)
new_assistant_personnel_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED, comment="变更后协助营销人员ID(固化,仅业务归属使用)"
)
change_reason: Mapped[str | None] = mapped_column(String(255), comment="变更原因")
operator_id: Mapped[int | None] = mapped_column(
BIGINT_UNSIGNED,
ForeignKey("users.id", ondelete="SET NULL"),
comment="操作人ID(账号删除后置空)",
)
operator_name: Mapped[str] = mapped_column(
String(64), nullable=False, comment="操作人用户名(冗余固化)"
)
create_time: Mapped[datetime] = mapped_column(
DateTime, nullable=False, server_default=text("CURRENT_TIMESTAMP"), comment="创建时间"
)