284 lines
15 KiB
MySQL
284 lines
15 KiB
MySQL
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-- =====================================================================
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-- 2026-08-27 CRM 升级 - PostgreSQL 17
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-- =====================================================================
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-- 背景：
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-- 1) 旧版库（archive/init_pg17.sql + 各增量升级脚本）中以下三个表的
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-- biz_type CHECK 约束缺少 'crm' 值，而 CRM 拓展功能会写入
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-- biz_type = 'crm'（日报反写 CRM 拜访记录、CRM 拓展新增拜访记录、
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-- 外勤打卡关联 CRM 拓展、日报消息关联 CRM 拓展），会被旧约束拒绝。
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-- 2) CRM 拓展主表 crm_crm_expansion 与多联系人子表
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-- crm_crm_expansion_contact 的建表脚本在项目 SQL 中缺失，本次补齐，
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-- 结构以当前库实际定义为准（含主键、外键、索引，无触发器/注释，
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-- 子表无外键约束，与现有库保持一致）。
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-- 3) 新增 crm_oms_dict_mapping：CRM 与 OMS 字典码值映射表，用于商机
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-- 推送 OMS / OMS 导入回传时的字典码值转换。
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-- 说明：init_full_pg17.sql（全新初始化）已包含正确约束；本脚本用于
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-- 旧库增量升级。对新库执行同样安全（幂等：create if not exists、
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-- drop constraint if exists）。
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begin;
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set search_path to public;
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-- 1) crm_expansion_followup：跟进/拜访记录表，需支持 sales/channel/crm
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alter table crm_expansion_followup
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drop constraint if exists crm_expansion_followup_biz_type_check;
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alter table crm_expansion_followup
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add constraint crm_expansion_followup_biz_type_check
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check (biz_type in ('sales', 'channel', 'crm'));
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-- 2) work_checkin：外勤打卡，可关联 sales/channel/opportunity/crm
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alter table work_checkin
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drop constraint if exists work_checkin_biz_type_check;
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alter table work_checkin
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add constraint work_checkin_biz_type_check
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check (biz_type is null or biz_type in ('sales', 'channel', 'opportunity', 'crm'));
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-- 3) work_report_message：日报消息，可关联 sales/channel/opportunity/crm
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alter table work_report_message
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drop constraint if exists work_report_message_biz_type_check;
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alter table work_report_message
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add constraint work_report_message_biz_type_check
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check (biz_type is null or biz_type in ('sales', 'channel', 'opportunity', 'crm'));
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-- 4) CRM 拓展主表（结构与当前库实际定义一致）
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create table if not exists crm_crm_expansion (
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id bigint generated by default as identity primary key,
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end_user varchar(200) not null,
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office_name varchar(200) not null,
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industry_attr varchar(200),
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extension_type varchar(50) not null,
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purchase_date date,
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warranty_expiry date,
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online_status varchar(50) not null,
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contact_name varchar(100),
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contact_phone varchar(50),
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contact_title varchar(100),
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supplier_id bigint,
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h3c_contact_id bigint,
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has_expansion_opportunity varchar(10),
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owner_user_id bigint not null,
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remark text,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint fk_crm_crm_expansion_supplier
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foreign key (supplier_id) references crm_channel_expansion(id),
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constraint fk_crm_crm_expansion_h3c_contact
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foreign key (h3c_contact_id) references crm_sales_expansion(id)
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);
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create index if not exists idx_crm_crm_expansion_owner
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on crm_crm_expansion (owner_user_id);
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create index if not exists idx_crm_crm_expansion_supplier
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on crm_crm_expansion (supplier_id);
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-- 5) CRM 拓展多联系人子表（结构与当前库实际定义一致）
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create table if not exists crm_crm_expansion_contact (
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id bigint generated by default as identity primary key,
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crm_expansion_id bigint not null,
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contact_name varchar(255),
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contact_mobile varchar(64),
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contact_title varchar(128),
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sort_order integer not null default 0,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now()
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);
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create index if not exists idx_crm_expansion_contact_expansion
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on crm_crm_expansion_contact (crm_expansion_id);
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-- 5.5) CRM 拓展主表新增字段：软件点数 / 扩容时间 / 扩容规模
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-- 软件点数：整数；扩容时间：日期（与采购时间/过保时间一致用 date）；
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-- 扩容规模：文本。
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alter table crm_crm_expansion
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add column if not exists software_points int;
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alter table crm_crm_expansion
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add column if not exists expansion_time date;
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alter table crm_crm_expansion
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add column if not exists expansion_scale varchar(100);
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comment on column crm_crm_expansion.software_points is '软件点数';
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comment on column crm_crm_expansion.expansion_time is '扩容时间';
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comment on column crm_crm_expansion.expansion_scale is '扩容规模';
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-- 5.6) CRM 拓展主表新增字段：进货商名称 / 新华三对接人名称
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-- 需求：进货商、新华三对接人在下拉里没有想选的人时，可直接手动输入文字保存。
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-- 因此除保留 supplier_id / h3c_contact_id 关联外，新增名称冗余字段：
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-- - 下拉选中时：存 id，并冗余存名称（supplier_name / h3c_contact_name）
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-- - 手动输入时：supplier_id / h3c_contact_id 置空，名称存文本
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-- 列表/详情展示以名称字段优先，历史仅有 id 的旧数据回退用 JOIN 关联名称。
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alter table crm_crm_expansion
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add column if not exists supplier_name varchar(255);
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alter table crm_crm_expansion
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add column if not exists h3c_contact_name varchar(255);
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comment on column crm_crm_expansion.supplier_name is '进货商名称（下拉选中冗余存名；手动输入时存文字）';
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comment on column crm_crm_expansion.h3c_contact_name is '新华三对接人名称（下拉选中冗余存名；手动输入时存文字）';
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-- 5.7) CRM 拓展主表新增字段：是否有维保项目机会
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-- 使用系统字典 sys_is：1是 / 0否
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alter table crm_crm_expansion
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add column if not exists has_maintenance_opportunity varchar(10);
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comment on column crm_crm_expansion.has_maintenance_opportunity is '是否有维保项目机会（系统是否字典 sys_is：1是 / 0否）';
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-- 6) CRM 与 OMS 字典码值映射表：用于商机推送 OMS / OMS 导入回传时做字典码值转换
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create table if not exists crm_oms_dict_mapping (
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id bigint generated by default as identity primary key,
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dict_type varchar(50) not null,
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crm_value varchar(100) not null,
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crm_label varchar(200),
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oms_value varchar(100) not null,
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oms_label varchar(200),
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remark varchar(500),
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status smallint not null default 1,
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is_default boolean not null default false,
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created_at timestamptz not null default now(),
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updated_at timestamptz not null default now(),
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constraint uk_crm_oms_dict_mapping unique (dict_type, crm_value, oms_value)
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);
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comment on table crm_oms_dict_mapping is 'CRM与OMS字典码值映射表';
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comment on column crm_oms_dict_mapping.dict_type is '字典类型（如 opportunity_stage 商机阶段、opportunity_type 商机类型）';
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comment on column crm_oms_dict_mapping.crm_value is 'CRM侧字典码值（item_value）';
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comment on column crm_oms_dict_mapping.crm_label is 'CRM侧字典标签（冗余，便于核对）';
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comment on column crm_oms_dict_mapping.oms_value is 'OMS侧码值';
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comment on column crm_oms_dict_mapping.oms_label is 'OMS侧标签（冗余，便于核对）';
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comment on column crm_oms_dict_mapping.remark is '备注';
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comment on column crm_oms_dict_mapping.status is '状态：1 启用 0 停用';
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comment on column crm_oms_dict_mapping.is_default is '是否为默认映射：true 是 false 否（用于CRM推OMS时的默认匹配）';
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comment on column crm_oms_dict_mapping.created_at is '创建时间';
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comment on column crm_oms_dict_mapping.updated_at is '更新时间';
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-- 7) 初始化数据：项目阶段（sj_xmjd）映射
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insert into crm_oms_dict_mapping (dict_type, crm_value, crm_label, oms_value, oms_label, is_default)
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values
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('sj_xmjd', 'S0', 'S0-配置报价', 'S0', 'S0-配置报价', true),
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('sj_xmjd', 'S1', 'S1-深化设计', 'S1', 'S1-标前引导', true),
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('sj_xmjd', 'S1', 'S1-深化设计', 'S2', 'S2-招投标签', false),
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('sj_xmjd', 'S2', 'S2-招投标签', 'S3', 'S3-招投标签期', true),
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('sj_xmjd', 'S3', 'S3-中标未下单', 'S4A', 'S4A-中标未签(总包)', false),
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('sj_xmjd', 'S3', 'S3-中标未下单', 'S4B', 'S4B-中标未签(省代)', false),
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('sj_xmjd', 'S3', 'S3-中标未下单', 'S4C', 'S4C-中标未签(汇智)', true),
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('sj_xmjd', 'S4', 'S4-下单未签单', 'S5', 'S5-订单合同签订期', true),
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('sj_xmjd', 'S5', 'S5-已签单', 'S6', 'S6-订单合同已生效', true),
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('sj_xmjd', 'S5', 'S5-已签单', 'S7A', 'S7A-订单部分发货', false),
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('sj_xmjd', 'S5', 'S5-已签单', 'S7B', 'S7B-订单全部发货', false),
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('sj_xmjd', 'S5', 'S5-已签单', 'S8', 'S8-已签收', false),
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('sj_xmjd', 'L', 'L-已丢单', 'L', 'L-已丢单', true)
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on conflict (dict_type, crm_value, oms_value) do nothing;
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-- 8) 渠道拓展覆盖地市：改为从表存储（便于后期统计）
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-- 覆盖关系存 crm_channel_expansion_coverage，每行一个覆盖项（省/市）。
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-- 主表原有的 coverage_province / coverage_city 两列已废弃，
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-- 历史数据迁移到从表后删除，查询/写入均改为读写从表，避免冗余与不一致。
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create table if not exists crm_channel_expansion_coverage (
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id bigserial primary key,
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channel_id bigint not null references crm_channel_expansion(id) on delete cascade,
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province varchar(100),
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city varchar(100)
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);
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comment on table crm_channel_expansion_coverage is '渠道拓展覆盖地市明细（每行一个覆盖项）';
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comment on column crm_channel_expansion_coverage.province is '覆盖省份（cnarea 一级区域名称，city 为空表示全省）';
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comment on column crm_channel_expansion_coverage.city is '覆盖市/区/县（cnarea 二级区域名称）';
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create index if not exists idx_cec_channel_id on crm_channel_expansion_coverage(channel_id);
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create index if not exists idx_cec_province on crm_channel_expansion_coverage(province);
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create index if not exists idx_cec_city on crm_channel_expansion_coverage(city);
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-- ---------------------------------------------------------------------
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-- 9.5) 销售人员拓展所属区域：改为从表存储（参考渠道拓展"覆盖地市"结构）
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-- 所属区域为多选下拉，每个选中项存为一行（省/市），
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-- 关联 crm_sales_expansion(id)，on delete cascade。
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-- ---------------------------------------------------------------------
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create table if not exists crm_sales_expansion_coverage (
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id bigserial primary key,
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sales_expansion_id bigint not null references crm_sales_expansion(id) on delete cascade,
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province varchar(100),
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city varchar(100)
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);
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comment on table crm_sales_expansion_coverage is '销售人员拓展所属区域明细（每行一个区域项）';
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comment on column crm_sales_expansion_coverage.province is '所属省份（cnarea 一级区域名称，city 为空表示全省）';
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comment on column crm_sales_expansion_coverage.city is '所属市/区/县（cnarea 二级区域名称）';
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create index if not exists idx_csec_sales_expansion_id on crm_sales_expansion_coverage(sales_expansion_id);
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create index if not exists idx_csec_province on crm_sales_expansion_coverage(province);
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create index if not exists idx_csec_city on crm_sales_expansion_coverage(city);
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-- ---------------------------------------------------------------------
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-- 9) work_checkin.id 序列同步（打卡主键改为 identity 自动生成）
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-- 背景：历史版本 insertCheckIn 使用 max(id)+1 显式主键，identity 序列
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-- 从未推进；且历史遗留存在 work_checkin_id_seq / _seq1 双序列。
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-- 现 insertCheckIn 已改为由 identity 自动生成主键，需将 identity 实际
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-- 绑定的序列同步到表内 max(id)，避免后续插入主键冲突。
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-- 使用 pg_get_serial_sequence 动态解析实际序列，避免对错序列。
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-- 幂等：重复执行结果一致，可安全用于任意环境。
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-- ---------------------------------------------------------------------
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do $$
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declare
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seq_name text;
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begin
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select pg_get_serial_sequence('work_checkin', 'id') into seq_name;
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if seq_name is not null then
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execute format('select setval(%L, coalesce((select max(id) from work_checkin), 0) + 1, false)', seq_name);
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raise notice 'work_checkin.id 序列 % 已同步', seq_name;
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else
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raise notice '未找到 work_checkin.id 的 identity 序列';
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end if;
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end $$;
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-- ---------------------------------------------------------------------
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-- 10) 渠道拓展新增字段：注册资金
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-- 需求：渠道拓展页面新增「注册资金」字段，必填，前端位置在「人员规模」
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-- 字段之后。单位与年度营业额一致（万元），numeric(18,2)。
|
|||
|
|
-- 幂等：add column if not exists，可安全用于任意环境。
|
|||
|
|
-- ---------------------------------------------------------------------
|
|||
|
|
|
|||
|
|
alter table crm_channel_expansion
|
|||
|
|
add column if not exists registered_capital numeric(18, 2);
|
|||
|
|
|
|||
|
|
comment on column crm_channel_expansion.registered_capital is '注册资金（万元）';
|
|||
|
|
|
|||
|
|
|
|||
|
|
-- ---------------------------------------------------------------------
|
|||
|
|
-- 11) 渠道拓展联系人新增字段：工作职责 / 生日 / 是否加企业微信 / 特别说明
|
|||
|
|
-- 需求：渠道联系人固定 6 行，工作职责不可编辑，固定为
|
|||
|
|
-- 销售负责人、技术负责人、商务负责人、宣传负责人、
|
|||
|
|
-- 订单通知接单人、汇智日常联络人。
|
|||
|
|
-- 除生日选填外，其余联系人字段均必填（至少完整填写一行）。
|
|||
|
|
-- 是否加企业微信使用系统「是否」字典（sys_is）：是(1) / 否(0)。
|
|||
|
|
-- 工作职责为固定 6 项：销售负责人 / 技术负责人 / 商务负责人 /
|
|||
|
|
-- 宣传负责人 / 订单通知接单人 / 汇智日常联络人。
|
|||
|
|
-- 幂等：add column if not exists，可安全用于任意环境。
|
|||
|
|
-- ---------------------------------------------------------------------
|
|||
|
|
|
|||
|
|
alter table crm_channel_expansion_contact
|
|||
|
|
add column if not exists duty varchar(50);
|
|||
|
|
|
|||
|
|
alter table crm_channel_expansion_contact
|
|||
|
|
add column if not exists birthday date;
|
|||
|
|
|
|||
|
|
alter table crm_channel_expansion_contact
|
|||
|
|
add column if not exists wecom_added varchar(100);
|
|||
|
|
|
|||
|
|
alter table crm_channel_expansion_contact
|
|||
|
|
add column if not exists special_note text;
|
|||
|
|
|
|||
|
|
comment on column crm_channel_expansion_contact.duty is '工作职责（固定6项之一：销售负责人/技术负责人/商务负责人/宣传负责人/订单通知接单人/汇智日常联络人）';
|
|||
|
|
comment on column crm_channel_expansion_contact.birthday is '生日';
|
|||
|
|
comment on column crm_channel_expansion_contact.wecom_added is '是否加企业微信（系统是否字典 sys_is：1是 / 0否）';
|
|||
|
|
comment on column crm_channel_expansion_contact.special_note is '特别说明';
|
|||
|
|
|
|||
|
|
commit;
|