ishenwei
e67b07a7c8
Sync DATA_MODEL_CLIENT.md field-level Chinese annotations to Django models across 11 client tables (Client, ClientContact, ClientRequirement, ClientSchoolPreference, ClientFavoriteFolder, ClientFolderItem, ClientFollowLog, ClientFollowLogAttachment, ClientViewing, ClientPropertyMatch, ClientStatusLog). Pre-existing docstrings retained on ClientFollowLog (partitioned parent treated as unmanaged) and ClientStatusLog (immutable audit log).
282 lines
8.6 KiB
Python
282 lines
8.6 KiB
Python
from django.contrib.postgres.fields import ArrayField
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from django.db import models
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from core.enums import (
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ClientPropertyMatchGroup,
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ClientPropertyMatchSource,
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ClientPropertyMatchStatus,
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ClientStatusLogChangeType,
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ClientViewingIntent,
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ClientViewingType,
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)
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from core.models.base import UUIDPrimaryKeyModel
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class ClientViewing(UUIDPrimaryKeyModel):
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client = models.ForeignKey(
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"fonrey_client.Client",
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on_delete=models.RESTRICT,
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related_name="viewings",
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verbose_name="所属客源",
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help_text="带看记录仅软删除，不随客源删除",
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)
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property = models.ForeignKey(
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"fonrey_property.Property",
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on_delete=models.RESTRICT,
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related_name="client_viewings",
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verbose_name="带看房源",
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help_text="房源删除时保留带看记录",
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)
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viewing_type = models.CharField(
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max_length=20,
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choices=ClientViewingType.choices,
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default=ClientViewingType.VIEWING,
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verbose_name="带看类型",
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help_text="appointment=预约 / viewing=带看 / revisit=复看 / empty=空看",
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)
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agent = models.ForeignKey(
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"org.Staff",
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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related_name="led_viewings",
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verbose_name="主带看经纪人",
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)
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companion_ids = ArrayField(
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models.UUIDField(),
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blank=True,
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default=list,
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verbose_name="陪看人员",
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help_text="员工 ID 数组（最多5人）",
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)
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cooperator_ids = ArrayField(
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models.UUIDField(),
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blank=True,
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default=list,
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verbose_name="合作带看人",
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help_text="员工 ID 数组（最多5人）",
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)
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scheduled_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="预约时间",
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)
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viewing_start_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="实际带看开始时间",
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)
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viewing_end_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="带看结束时间",
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)
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situation = models.TextField(
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blank=True,
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default="",
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verbose_name="带看情况",
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help_text="必填，≥6字",
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)
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client_intent = models.CharField(
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max_length=20,
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choices=ClientViewingIntent.choices,
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blank=True,
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default="",
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verbose_name="客户意向",
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help_text="interested=感兴趣 / not_interested=不感兴趣 / negotiating=谈判中 / cancelled=取消",
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)
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viewing_progress = models.SmallIntegerField(
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null=True,
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blank=True,
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verbose_name="带看进度",
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help_text="1=一看，2=二看…，冗余字段，触发器维护",
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)
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created_at = models.DateTimeField(
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auto_now_add=True,
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verbose_name="创建时间",
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)
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deleted_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="删除时间",
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help_text="软删除时间戳；带看记录可软删除",
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)
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created_by = models.ForeignKey(
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"org.Staff",
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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related_name="created_client_viewings",
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verbose_name="创建人",
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)
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class Meta:
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db_table = "client_viewings"
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verbose_name = "带看记录"
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verbose_name_plural = "带看记录"
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indexes = [
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models.Index(
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fields=["client", "-viewing_start_at"], name="idx_cv_client_time"
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),
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models.Index(fields=["property"], name="idx_cv_property"),
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models.Index(fields=["agent"], name="idx_cv_agent"),
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]
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class ClientPropertyMatch(UUIDPrimaryKeyModel):
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client = models.ForeignKey(
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"fonrey_client.Client",
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on_delete=models.CASCADE,
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related_name="property_matches",
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verbose_name="所属客源",
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)
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property = models.ForeignKey(
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"fonrey_property.Property",
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on_delete=models.CASCADE,
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related_name="client_matches",
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verbose_name="匹配房源",
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)
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match_source = models.CharField(
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max_length=20,
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choices=ClientPropertyMatchSource.choices,
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default=ClientPropertyMatchSource.RECORDED,
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verbose_name="匹配来源",
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help_text="recorded=录客配房（基于录入需求） / system=系统配房（算法推荐）",
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)
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match_group = models.CharField(
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max_length=30,
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choices=ClientPropertyMatchGroup.choices,
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blank=True,
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default="",
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verbose_name="匹配分组",
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help_text="quality_layout=优质户型 / price_reduced=降价 / hot=热门 / newly_listed=新上",
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)
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match_score = models.DecimalField(
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max_digits=5,
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decimal_places=2,
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null=True,
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blank=True,
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verbose_name="匹配度评分",
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help_text="0-100",
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)
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match_reasons = models.JSONField(
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null=True,
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blank=True,
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verbose_name="匹配原因详情",
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help_text='格式：[{"key": "budget", "match": true}, ...]',
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)
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status = models.CharField(
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max_length=20,
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choices=ClientPropertyMatchStatus.choices,
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default=ClientPropertyMatchStatus.SUGGESTED,
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verbose_name="状态",
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help_text="suggested=待推送 / shared=已分享 / rejected=已反馈不合适 / viewed=客户已查看",
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)
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shared_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="分享时间",
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)
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feedback = models.CharField(
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max_length=50,
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blank=True,
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default="",
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verbose_name="反馈原因",
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help_text="lookup_items 维护",
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)
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calculated_at = models.DateTimeField(
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auto_now_add=True,
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verbose_name="配房计算时间",
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)
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created_by = models.ForeignKey(
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"org.Staff",
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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related_name="created_matches",
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verbose_name="创建人",
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help_text="触发配房操作的员工（录客配房时记录，系统配房可为NULL）",
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)
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class Meta:
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db_table = "client_property_matches"
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verbose_name = "智能配房"
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verbose_name_plural = "智能配房"
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constraints = [
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models.UniqueConstraint(
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fields=["client", "property"], name="uq_client_match_pair"
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),
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]
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indexes = [
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models.Index(
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fields=["client", "match_source", "match_group"],
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name="idx_cpm_client_grp",
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),
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models.Index(fields=["client", "status"], name="idx_cpm_status"),
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]
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class ClientStatusLog(models.Model):
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"""Audit log; record-level immutable (no deleted_at)."""
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id = models.UUIDField(
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primary_key=True,
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verbose_name="主键",
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)
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client = models.ForeignKey(
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"fonrey_client.Client",
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on_delete=models.RESTRICT,
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related_name="status_logs",
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verbose_name="所属客源",
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help_text="状态日志永久保留，RESTRICT 防止删除客源",
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)
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change_type = models.CharField(
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max_length=30,
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choices=ClientStatusLogChangeType.choices,
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verbose_name="变更类型",
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help_text="status_change=改状态 / grade_change=改等级 / to_public=转公客 / to_transacted=转成交 / to_invalid=转无效 / owner_change=改归属人 / source_change=改来源",
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)
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old_value = models.JSONField(
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null=True,
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blank=True,
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verbose_name="变更前快照",
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help_text='格式：{"status": "buying", "label": "求购"}',
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)
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new_value = models.JSONField(
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null=True,
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blank=True,
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verbose_name="变更后快照",
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)
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reason = models.TextField(
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blank=True,
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default="",
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verbose_name="变更理由",
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help_text="改状态必填，最多200字",
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)
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operator = models.ForeignKey(
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"org.Staff",
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on_delete=models.RESTRICT,
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related_name="client_status_changes",
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verbose_name="操作人",
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help_text="必填，状态变更审计用",
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)
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operated_at = models.DateTimeField(
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auto_now_add=True,
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verbose_name="操作时间",
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)
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class Meta:
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db_table = "client_status_logs"
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verbose_name = "客源状态变更日志"
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verbose_name_plural = "客源状态变更日志"
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indexes = [
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models.Index(fields=["client", "-operated_at"], name="idx_csl_client"),
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models.Index(fields=["change_type", "-operated_at"], name="idx_csl_type"),
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]
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