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vue-pro/sql/mysql/crm.sql

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feat: CRM/合同管理 - SQL
2023-10-16 23:53:27 +08:00
SET NAMES utf8mb4;
-- ----------------------------
-- 合同表
-- ----------------------------
DROP TABLE IF EXISTS `crm_contract`;
CREATE TABLE `crm_contract`
(
`id` bigint NOT NULL AUTO_INCREMENT COMMENT '编号，主键自增',
`name` varchar(128) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NOT NULL COMMENT '合同名称',
`customer_id` bigint DEFAULT NULL COMMENT '客户编号',
`business_id` bigint DEFAULT NULL COMMENT '商机编号',
`process_instance_id` bigint DEFAULT NULL COMMENT '工作流编号',
`order_date` datetime DEFAULT NULL COMMENT '下单日期',
`owner_user_id` bigint DEFAULT NULL COMMENT '负责人的用户编号',
`no` varchar(128) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '合同编号',
`start_time` datetime DEFAULT NULL COMMENT '开始时间',
`end_time` datetime DEFAULT NULL COMMENT '结束时间',
`price` int DEFAULT NULL COMMENT '合同金额',
`discount_percent` int DEFAULT NULL COMMENT '整单折扣',
`product_price` int DEFAULT NULL COMMENT '产品总金额',
`ro_user_ids` varchar(4096) DEFAULT NULL COMMENT '只读权限的用户编号数组',
`rw_user_ids` varchar(4096) DEFAULT NULL COMMENT '读写权限的用户编号数组',
`contact_id` bigint DEFAULT NULL COMMENT '联系人编号',
`sign_user_id` bigint DEFAULT NULL COMMENT '公司签约人',
`contact_last_time` datetime DEFAULT NULL COMMENT '最后跟进时间',
-- 通用字段
`remark` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '备注',
`creator` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '创建者',
`create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
`updater` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '更新者',
`update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
`deleted` bit(1) NOT NULL DEFAULT b'0' COMMENT '是否删除',
`tenant_id` bigint NOT NULL DEFAULT 0 COMMENT '租户编号',
PRIMARY KEY (`id`) USING BTREE
) ENGINE = InnoDB
CHARACTER SET = utf8mb4
COLLATE = utf8mb4_unicode_ci COMMENT ='合同表';
!679 feat: CRM 线索表 crud * feat: CRM 线索表 crud * feat: CRM 线索表 crud
2023-10-19 22:52:16 +08:00
DROP TABLE IF EXISTS `crm_clue`;
CREATE TABLE `crm_clue` (
Merge branch 'feature/crm' of https://gitee.com/jiangwanwan/ruoyi-vue-pro into feature/crm # Conflicts: # sql/mysql/crm.sql
2023-10-21 22:00:15 +08:00
`id` bigint NOT NULL AUTO_INCREMENT COMMENT '编号，主键自增',
`transform_status` tinyint DEFAULT NULL COMMENT '转化状态',
`follow_up_status` tinyint DEFAULT NULL COMMENT '跟进状态',
`name` varchar(128) COLLATE utf8mb4_unicode_ci NOT NULL DEFAULT '' COMMENT '线索名称',
`customer_id` bigint NOT NULL COMMENT '客户id',
`contact_next_time` datetime DEFAULT NULL COMMENT '下次联系时间',
`telephone` varchar(20) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '电话',
`mobile` varchar(20) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '手机号',
`address` varchar(255) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '地址',
`owner_user_id` bigint NOT NULL COMMENT '负责人的用户编号',
`contact_last_time` datetime DEFAULT NULL COMMENT '最后跟进时间',
`remark` varchar(500) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '备注',
`creator` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT '' COMMENT '创建者',
`create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
`updater` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci DEFAULT '' COMMENT '更新者',
`update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
`deleted` bit(1) NOT NULL DEFAULT b'0' COMMENT '是否删除',
`tenant_id` bigint NOT NULL DEFAULT 0 COMMENT '租户编号',
PRIMARY KEY (`id`) USING BTREE
) ENGINE = InnoDB COMMENT = '线索表' ;
商机sql
2023-10-20 16:14:45 +08:00
1、商机前端页面； 2、商机状态类型和商机状态字段的处理；
2023-10-26 16:22:44 +08:00
-- ----------------------------
-- 商机表
-- ----------------------------
商机sql
2023-10-20 16:14:45 +08:00
DROP TABLE IF EXISTS `crm_business`;
CREATE TABLE `crm_business` (
`id` bigint NOT NULL AUTO_INCREMENT COMMENT '主键',
`name` varchar(100) NOT NULL COMMENT '商机名称',
`status_type_id` bigint DEFAULT NULL COMMENT '商机状态类型编号',
`status_id` bigint DEFAULT NULL COMMENT '商机状态编号',
`contact_next_time` datetime DEFAULT NULL COMMENT '下次联系时间',
`customer_id` bigint NOT NULL COMMENT '客户编号',
`deal_time` datetime DEFAULT NULL COMMENT '预计成交日期',
`price` decimal(18,2) DEFAULT NULL COMMENT '商机金额',
`discount_percent` decimal(10,2) DEFAULT NULL COMMENT '整单折扣',
`product_price` decimal(18,2) DEFAULT NULL COMMENT '产品总金额',
`remark` varchar(500) DEFAULT NULL COMMENT '备注',
`creator` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_0900_ai_ci NOT NULL DEFAULT '' COMMENT '创建人',
`updater` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_0900_ai_ci DEFAULT '' COMMENT '更新人',
`owner_user_id` bigint DEFAULT NULL COMMENT '负责人的用户编号',
`create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
`update_time` datetime DEFAULT CURRENT_TIMESTAMP COMMENT '更新时间',
`ro_user_ids` longtext NOT NULL COMMENT '只读权限的用户编号数组',
`rw_user_ids` longtext NOT NULL COMMENT '读写权限的用户编号数组',
`end_status` int NOT NULL COMMENT '1赢单2输单3无效',
`end_remark` varchar(500) DEFAULT NULL COMMENT '结束时的备注',
`deleted` bit(1) DEFAULT b'0' COMMENT '逻辑删除',
`contact_last_time` datetime DEFAULT NULL COMMENT '最后跟进时间',
`follow_up_status` int DEFAULT NULL COMMENT '跟进状态',
`tenant_id` bigint DEFAULT '0' COMMENT '租户ID',
PRIMARY KEY (`id`)
) ENGINE=InnoDB AUTO_INCREMENT=4 DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_0900_ai_ci COMMENT='商机表';
Merge branch 'feature/crm' of https://gitee.com/souvc/ruoyi-vue-pro into feature/crm # Conflicts: # sql/mysql/crm.sql # sql/mysql/crm_menu.sql # yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
2023-10-21 21:41:16 +08:00
【新增】回款管理 功能
2023-10-20 22:16:34 +08:00
-- ----------------------------
-- 回款表
-- ----------------------------
DROP TABLE IF EXISTS `crm_receivable`;
CREATE TABLE `crm_receivable` (
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT 'ID',
`no` varchar(100) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '回款编号',
`plan_id` bigint(20) NULL DEFAULT NULL COMMENT '回款计划ID',
`customer_id` bigint(20) NULL DEFAULT NULL COMMENT '客户ID',
`contract_id` bigint(20) NULL DEFAULT NULL COMMENT '合同ID',
`check_status` tinyint(4) NULL DEFAULT NULL COMMENT '审批状态',
`process_instance_id` bigint(20) NULL DEFAULT NULL COMMENT '工作流编号',
`return_time` datetime NULL DEFAULT NULL COMMENT '回款日期',
`return_type` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '回款方式',
`price` decimal(10, 2) NULL DEFAULT NULL COMMENT '回款金额',
`owner_user_id` bigint(20) NULL DEFAULT NULL COMMENT '负责人的用户编号',
`batch_id` bigint(20) NULL DEFAULT NULL COMMENT '批次',
`sort` int(11) NULL DEFAULT NULL COMMENT '显示顺序',
`data_scope` tinyint(4) NULL DEFAULT 1 COMMENT '数据范围（1：全部数据权限 2：自定数据权限 3：本部门数据权限 4：本部门及以下数据权限）',
`data_scope_dept_ids` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '数据范围(指定部门数组)',
`status` tinyint(4) NOT NULL COMMENT '状态（0正常 1停用）',
`remark` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '备注',
`creator` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '创建者',
`create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
`updater` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '更新者',
`update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
`deleted` bit(1) NOT NULL DEFAULT b'0' COMMENT '是否删除',
`tenant_id` bigint(20) NOT NULL DEFAULT 0 COMMENT '租户编号',
PRIMARY KEY (`id`) USING BTREE
) ENGINE = InnoDB CHARACTER SET = utf8mb4 COLLATE = utf8mb4_unicode_ci COMMENT = '回款管理' ROW_FORMAT = DYNAMIC;
【新增】回款计划 功能
2023-10-20 23:48:19 +08:00
-- ----------------------------
-- 回款计划表
-- ----------------------------
DROP TABLE IF EXISTS `crm_receivable_plan`;
CREATE TABLE `crm_receivable_plan` (
`id` bigint(20) NOT NULL AUTO_INCREMENT COMMENT 'ID',
`index_no` bigint(20) NULL DEFAULT NULL COMMENT '期数',
`receivable_id` bigint(20) NULL DEFAULT NULL COMMENT '回款ID',
`status` tinyint(4) NOT NULL COMMENT '完成状态',
`check_status` varchar(255) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '审批状态',
`process_instance_id` bigint(20) NULL DEFAULT NULL COMMENT '工作流编号',
`price` decimal(10, 2) NULL DEFAULT NULL COMMENT '计划回款金额',
`return_time` datetime NULL DEFAULT NULL COMMENT '计划回款日期',
`remind_days` bigint(20) NULL DEFAULT NULL COMMENT '提前几天提醒',
`remind_time` datetime NULL DEFAULT NULL COMMENT '提醒日期',
`customer_id` bigint(20) NULL DEFAULT NULL COMMENT '客户ID',
`contract_id` bigint(20) NULL DEFAULT NULL COMMENT '合同ID',
`owner_user_id` bigint(20) NULL DEFAULT NULL COMMENT '负责人',
`sort` int(11) NULL DEFAULT NULL COMMENT '显示顺序',
`remark` varchar(500) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT NULL COMMENT '备注',
`creator` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '创建者',
`create_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
`updater` varchar(64) CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci NULL DEFAULT '' COMMENT '更新者',
`update_time` datetime NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
`deleted` bit(1) NOT NULL DEFAULT b'0' COMMENT '是否删除',
`tenant_id` bigint(20) NOT NULL DEFAULT 0 COMMENT '租户编号',
PRIMARY KEY (`id`) USING BTREE
) ENGINE = InnoDB CHARACTER SET = utf8mb4 COLLATE = utf8mb4_unicode_ci COMMENT = '回款计划' ROW_FORMAT = DYNAMIC;
crm联系人
2023-10-20 23:42:22 +08:00
CREATE TABLE `crm_contact` (
`id` bigint NOT NULL AUTO_INCREMENT COMMENT '主键',
`name` varchar(128) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '联系人名称',
`next_time` datetime DEFAULT NULL COMMENT '下次联系时间',
`mobile` varchar(16) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '手机号',
`telephone` varchar(16) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '电话',
`email` varchar(128) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '电子邮箱',
`post` varchar(32) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '职务',
`customer_id` bigint(20) DEFAULT NULL COMMENT '客户编号',
`address` varchar(256) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '地址',
`remark` varchar(512) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '备注',
`creator` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '创建人',
`owner_user_id` bigint DEFAULT NULL COMMENT '负责人用户编号',
`create_time` timestamp NULL DEFAULT NULL COMMENT '创建时间',
`update_time` timestamp NULL DEFAULT NULL COMMENT '更新时间',
`last_time` timestamp NULL DEFAULT NULL COMMENT '最后跟进时间',
`updater` varchar(64) COLLATE utf8mb4_unicode_ci DEFAULT NULL COMMENT '更新人',
`deleted` bit(1) NOT NULL DEFAULT b'0',
`tenant_id` bigint DEFAULT NULL,
PRIMARY KEY (`id`)
Merge branch 'feature/crm' of https://gitee.com/zyna/ruoyi-vue-pro into feature/crm # Conflicts: # sql/mysql/crm.sql # yudao-module-crm/yudao-module-crm-api/src/main/java/cn/iocoder/yudao/module/crm/enums/ErrorCodeConstants.java
2023-10-21 22:13:34 +08:00
) ENGINE=InnoDB AUTO_INCREMENT=4 DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='crm联系人';
1、商机前端页面； 2、商机状态类型和商机状态字段的处理；
2023-10-26 16:22:44 +08:00
-- ----------------------------
-- 商机状态表
-- ----------------------------
DROP TABLE IF EXISTS `crm_business_status`;
CREATE TABLE `crm_business_status` (
`id` bigint NOT NULL AUTO_INCREMENT COMMENT '主键',
`type_id` bigint NOT NULL COMMENT '状态类型编号',
`name` varchar(100) NOT NULL COMMENT '状态名',
`percent` varchar(20) DEFAULT NULL COMMENT '赢单率',
`sort` int DEFAULT NULL COMMENT '排序',
`tenant_id` bigint DEFAULT '1' COMMENT '租户ID',
PRIMARY KEY (`id`)
) ENGINE=InnoDB AUTO_INCREMENT=4 DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_0900_ai_ci COMMENT='商机状态表'
-- ----------------------------
-- 商机状态类型表
-- ----------------------------
DROP TABLE IF EXISTS `crm_business_status_type`;
CREATE TABLE `crm_business_status_type` (
`id` bigint NOT NULL AUTO_INCREMENT COMMENT '主键',
`name` varchar(100) NOT NULL COMMENT '状态类型名',
`dept_ids` varchar(200) NOT NULL COMMENT '使用的部门编号',
`status` bit(1) NOT NULL DEFAULT b'0' COMMENT '开启状态',
`creator` varchar(64) NOT NULL COMMENT '创建人',
`create_time` datetime NOT NULL COMMENT '创建时间',
`update_time` datetime DEFAULT NULL COMMENT '更新时间',
`tenant_id` bigint DEFAULT '1' COMMENT '租户ID',
PRIMARY KEY (`id`)
) ENGINE=InnoDB AUTO_INCREMENT=2 DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_0900_ai_ci COMMENT='商机状态类型表'
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