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).
292 lines
9.0 KiB
Python
292 lines
9.0 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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ClientActivityLevel,
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ClientBuyingPurpose,
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ClientGrade,
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ClientIdType,
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ClientInvalidReason,
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ClientPaymentMethod,
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ClientPropertiesOwned,
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ClientPropertyUsage,
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ClientStatus,
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ClientTransactedPropertyType,
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ClientTransactedType,
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ClientTransferToPublicType,
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ClientType,
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)
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from core.models.base import AuditedModel
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class Client(AuditedModel):
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client_no = models.CharField(
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max_length=30,
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unique=True,
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verbose_name="客源编号",
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help_text="系统生成的客源编号，格式由运营配置（如 KY20260424001）",
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)
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client_type = models.CharField(
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max_length=20,
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choices=ClientType.choices,
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default=ClientType.PRIVATE,
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verbose_name="客源分类",
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help_text="private=私客 / public=公客 / transacted=成交客",
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)
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status = models.CharField(
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max_length=20,
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choices=ClientStatus.choices,
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default=ClientStatus.BUYING,
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verbose_name="客源状态",
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help_text="buying=求购 / renting=求租 / buy_or_rent=租购 / suspended=暂缓 / bought=已购 / rented_done=已租 / public=公客 / invalid=无效（详见 ENUMS）",
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)
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grade = models.CharField(
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max_length=5,
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choices=ClientGrade.choices,
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default=ClientGrade.C,
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verbose_name="客源等级",
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help_text="A=A急迫 / B=较强 / C=一般 / D=较弱 / E=暂不关注",
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)
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property_usage = models.CharField(
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max_length=30,
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choices=ClientPropertyUsage.choices,
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default=ClientPropertyUsage.RESIDENTIAL,
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verbose_name="房屋用途",
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help_text="residential=住宅 / villa=别墅 / commercial_residential=商住 / shop=商铺 / office=写字楼 / other=其他",
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)
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buying_purpose = ArrayField(
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models.CharField(max_length=20, choices=ClientBuyingPurpose.choices),
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blank=True,
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default=list,
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verbose_name="购房目的",
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help_text="多选：rigid=刚需 / investment=投资 / school_district=学区 / upgrade=改善 / commercial=商用 / other=其他",
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)
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payment_method = models.CharField(
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max_length=30,
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choices=ClientPaymentMethod.choices,
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blank=True,
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default="",
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verbose_name="付款方式",
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help_text="full=全额 / mortgage=商业贷款 / mortgage_fund=商贷+公积金 / fund=公积金",
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)
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properties_owned = models.CharField(
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max_length=20,
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choices=ClientPropertiesOwned.choices,
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blank=True,
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default="",
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verbose_name="名下房产",
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help_text="none=无 / local_none=本地无外地有 / local_has=本地有",
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)
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has_loan_record = models.BooleanField(
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null=True,
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blank=True,
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verbose_name="有无贷款记录",
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)
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id_type = models.CharField(
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max_length=20,
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choices=ClientIdType.choices,
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blank=True,
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default="",
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verbose_name="证件类型",
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help_text="id_card=身份证 / passport=护照 / hk_macao=港澳台 / other=其他",
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)
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id_number_enc = models.BinaryField(
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null=True,
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blank=True,
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verbose_name="证件号码（加密）",
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help_text="AES 加密存储",
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)
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source = 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="客户来源",
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help_text="lookup_items 维护",
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)
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remarks = models.TextField(
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blank=True,
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default="",
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verbose_name="备注",
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help_text="最多200字",
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)
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is_starred = models.BooleanField(
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default=False,
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verbose_name="是否收藏",
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help_text="快速标记，详细收藏夹用 client_folder_items",
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)
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is_pinned = models.BooleanField(
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default=False,
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verbose_name="是否置顶",
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help_text="列表顶部置顶",
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)
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is_big_value = models.BooleanField(
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default=False,
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verbose_name="是否大价值客户",
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help_text="影响筛选展示",
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)
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is_protected = models.BooleanField(
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default=False,
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verbose_name="是否保护客",
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help_text="影响转公逻辑",
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)
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prefers_new_house = models.BooleanField(
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null=True,
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blank=True,
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verbose_name="偏好新房",
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help_text="用于筛选",
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)
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transfer_to_public_type = models.CharField(
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max_length=20,
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choices=ClientTransferToPublicType.choices,
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blank=True,
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default="",
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verbose_name="转公客方式",
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help_text="manual=手动转公 / auto=自动转公（超时） / marketing_jump=营销客跳公 / resource_public=资料客素公",
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)
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transferred_public_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="进入公客池时间",
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)
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invalid_reason = models.CharField(
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max_length=30,
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choices=ClientInvalidReason.choices,
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blank=True,
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default="",
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verbose_name="无效原因",
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help_text="invalid_phone=号码无效 / peer_agent=同行 / ad=广告推销 / no_intent=无意向 / other=其他",
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)
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invalidated_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="标记无效时间",
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)
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transacted_at = models.DateField(
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null=True,
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blank=True,
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verbose_name="成交日期",
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)
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transacted_property = models.ForeignKey(
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"fonrey_property.Property",
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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="transacted_clients",
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verbose_name="成交房源",
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help_text="成交关联的房源",
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)
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transacted_price = models.DecimalField(
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max_digits=12,
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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="成交价格",
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help_text="单位：万元",
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)
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transacted_type = models.CharField(
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max_length=20,
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choices=ClientTransactedType.choices,
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blank=True,
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default="",
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verbose_name="成交类型",
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help_text="bought=我购 / rented=我租",
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)
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transacted_property_type = models.CharField(
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max_length=20,
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choices=ClientTransactedPropertyType.choices,
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blank=True,
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default="",
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verbose_name="成交房源类型",
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help_text="second_hand=二手 / new_house=新房",
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)
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first_recorder = 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="first_recorded_clients",
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verbose_name="首录人",
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)
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owner = 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="owned_clients",
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verbose_name="归属人",
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help_text="私客独占跟进人",
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)
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org_unit = models.ForeignKey(
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"org.OrgUnit",
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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="clients",
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verbose_name="归属部门",
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help_text="冗余字段，加速筛选",
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)
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activity_level = models.CharField(
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max_length=20,
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choices=ClientActivityLevel.choices,
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blank=True,
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default="",
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verbose_name="活跃度",
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help_text="new_matched=新配偶 / active_7d / active_30d / active_90d / expiring / frozen / invalid（异步计算）",
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)
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last_active_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="最后有效跟进时间",
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help_text="触发器维护",
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)
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last_follow_at = models.DateTimeField(
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null=True,
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blank=True,
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verbose_name="最后跟进时间",
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help_text="冗余字段，列表排序用",
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)
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commission_date = models.DateField(
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null=True,
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blank=True,
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verbose_name="委托日期",
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)
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entrust_count = models.SmallIntegerField(
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default=1,
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verbose_name="委托次数",
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help_text="成交后再委托则累加",
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)
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version = models.IntegerField(
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default=1,
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verbose_name="版本号",
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help_text="乐观锁；每次 UPDATE +1；应用层检测 0 行受影响时抛 ConflictError",
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)
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class Meta:
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db_table = "clients"
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verbose_name = "客源"
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verbose_name_plural = "客源"
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indexes = [
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models.Index(fields=["client_type", "status"], name="idx_clients_type_stat"),
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models.Index(fields=["owner"], name="idx_clients_owner"),
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models.Index(fields=["org_unit"], name="idx_clients_org_unit"),
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models.Index(
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fields=["activity_level", "-last_active_at"],
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name="idx_clients_activity",
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),
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models.Index(fields=["grade"], name="idx_clients_grade"),
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models.Index(
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fields=["-transferred_public_at"], name="idx_clients_transferred"
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),
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models.Index(fields=["-last_follow_at"], name="idx_clients_last_follow"),
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]
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