-- ============================================================ -- MCP for CRM — 汽车零部件智能报价 CRM 数据服务 -- 数据库：smart_quotation_auto -- v3: 幂等可重跑（唯一约束+去重）；扩充至 20 客户 + 历史询价/报价/商机全谱系 -- ============================================================ -- 1. 客户 CREATE TABLE IF NOT EXISTS customer ( customer_code VARCHAR(50) PRIMARY KEY, name VARCHAR(200) NOT NULL, oem_tier VARCHAR(20) NOT NULL, credit_level VARCHAR(5) DEFAULT 'B', discount_rate DECIMAL(4,3) DEFAULT 0, payment_days INTEGER DEFAULT 30, contact_person VARCHAR(50), phone VARCHAR(30), email VARCHAR(100), industry VARCHAR(50), region VARCHAR(50), total_orders INTEGER DEFAULT 0, total_amount DECIMAL(14,2) DEFAULT 0, notes TEXT, created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ); -- 2. 询价记录 CREATE TABLE IF NOT EXISTS inquiry ( inquiry_id VARCHAR(50) PRIMARY KEY, customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code), inquiry_date DATE NOT NULL DEFAULT CURRENT_DATE, drawing_number VARCHAR(100), part_number VARCHAR(100), annual_volume INTEGER, target_price DECIMAL(10,2), status VARCHAR(20) DEFAULT 'pending', notes TEXT, created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ); -- 3. 询价明细行 CREATE TABLE IF NOT EXISTS inquiry_item ( id SERIAL PRIMARY KEY, inquiry_id VARCHAR(50) NOT NULL REFERENCES inquiry(inquiry_id), line_no INTEGER NOT NULL, part_name VARCHAR(200), part_number VARCHAR(100), material_grade VARCHAR(50), volume_cc DECIMAL(10,2), annual_qty INTEGER, unit VARCHAR(10) DEFAULT '件', remarks TEXT ); -- 4. 报价单 CREATE TABLE IF NOT EXISTS quotation ( quotation_id VARCHAR(50) PRIMARY KEY, inquiry_id VARCHAR(50) REFERENCES inquiry(inquiry_id), customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code), quotation_date DATE NOT NULL DEFAULT CURRENT_DATE, valid_until DATE, version INTEGER DEFAULT 1, status VARCHAR(20) DEFAULT 'draft', mold_cost DECIMAL(12,2) DEFAULT 0, unit_price DECIMAL(10,2), annual_volume INTEGER, total_annual DECIMAL(14,2), subtotal DECIMAL(14,2), tax_rate DECIMAL(4,3) DEFAULT 0.130, tax_amount DECIMAL(14,2), total_amount DECIMAL(14,2), currency VARCHAR(10) DEFAULT 'CNY', payment_terms VARCHAR(200) DEFAULT '月结30天', delivery_terms VARCHAR(200) DEFAULT '含税含运', created_by VARCHAR(50) DEFAULT 'AI智能报价', approved_by VARCHAR(50), remarks TEXT, created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP ); -- 5. 报价成本明细 CREATE TABLE IF NOT EXISTS quotation_cost_detail ( id SERIAL PRIMARY KEY, quotation_id VARCHAR(50) NOT NULL REFERENCES quotation(quotation_id), material_cost DECIMAL(10,4), casting_cost DECIMAL(10,4), machining_cost DECIMAL(10,4), post_process_cost DECIMAL(10,4), overhead_rate DECIMAL(4,3), profit_rate DECIMAL(4,3), total_cost DECIMAL(10,4), unit_price DECIMAL(10,4) ); -- 6. 商机 CREATE TABLE IF NOT EXISTS opportunity ( opportunity_id VARCHAR(50) PRIMARY KEY, customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code), title VARCHAR(200) NOT NULL, stage VARCHAR(20) DEFAULT 'lead', expected_amount DECIMAL(14,2) DEFAULT 0, probability INTEGER DEFAULT 20, oem_program VARCHAR(200), expected_close_date DATE, source VARCHAR(100), created_by VARCHAR(50), created_at DATE DEFAULT CURRENT_DATE, updated_at DATE DEFAULT CURRENT_DATE ); -- ============================================================ -- 幂等性：去重 + 唯一约束（可重复执行） -- ============================================================ DELETE FROM inquiry_item a USING inquiry_item b WHERE a.id > b.id AND a.inquiry_id = b.inquiry_id AND a.line_no = b.line_no; DELETE FROM quotation_cost_detail a USING quotation_cost_detail b WHERE a.id > b.id AND a.quotation_id = b.quotation_id; DO $$ BEGIN ALTER TABLE inquiry_item ADD CONSTRAINT uq_inquiry_item UNIQUE (inquiry_id, line_no); EXCEPTION WHEN duplicate_table THEN NULL; END $$; DO $$ BEGIN ALTER TABLE quotation_cost_detail ADD CONSTRAINT uq_quotation_cost UNIQUE (quotation_id); EXCEPTION WHEN duplicate_table THEN NULL; END $$; -- 多版本报价支持：同一询价单不限报价次数 -- 1) 规范化历史版本号：同一询价单下按时间序重写为 1..n（幂等，已是 1..n 的行不变） WITH ranked AS ( SELECT quotation_id, ROW_NUMBER() OVER (PARTITION BY inquiry_id ORDER BY created_at, quotation_id) AS rn FROM quotation WHERE inquiry_id IS NOT NULL ) UPDATE quotation q SET version = r.rn FROM ranked r WHERE q.quotation_id = r.quotation_id AND q.version <> r.rn; -- 2) 同一询价单内版本号唯一（并发防重） DO $$ BEGIN ALTER TABLE quotation ADD CONSTRAINT uq_quotation_version UNIQUE (inquiry_id, version); EXCEPTION WHEN duplicate_table THEN NULL; END $$; -- 3) 版本链查询索引 CREATE INDEX IF NOT EXISTS idx_quotation_inquiry ON quotation(inquiry_id); -- ============================================================ -- 种子数据 -- ============================================================ -- 客户（20 家：OEM×7 / Tier1×7 / Tier2×6；信用 A×8 / B×6 / C×2 / D×1 / 无评级×3） INSERT INTO customer (customer_code, name, oem_tier, credit_level, discount_rate, payment_days, contact_person, phone, email, industry, region, total_orders, total_amount, notes) VALUES ('OEM-2024-001', '某日系主机厂', 'OEM', 'A', 0.050, 60, '张工', '021-5555-0001', 'zhang@oem-jp.example.com', '汽车', '上海', 45, 28000000, '长期合作，主要采购铝合金阀体壳'), ('OEM-2024-002', '某德系主机厂', 'OEM', 'A', 0.030, 45, '李总', '010-8888-0002', 'li@oem-de.example.com', '汽车', '北京', 30, 15000000, '质量要求高，偏好铸铁件'), ('OEM-2024-003', '某新能源主机厂', 'OEM', 'A', 0.040, 60, '刘工', '0551-2222-0005', 'liu@oem-nev.example.com', '汽车', '合肥', 22, 9800000, '新能源三电系统配套，增长快'), ('OEM-2024-004', '某美系主机厂', 'OEM', 'A', 0.030, 45, '孙总', '027-3333-0006', 'sun@oem-us.example.com', '汽车', '武汉', 26, 11200000, '混合动力变速箱项目'), ('OEM-2025-001', '某商用车主机厂', 'OEM', 'B', 0.020, 90, '赵工', '0431-4444-0007', 'zhao@oem-cv.example.com', '商用车', '长春', 12, 4600000, '长账期客户，注意现金流'), ('OEM-2025-002', '某乘商两用主机厂', 'OEM', 'B', 0.025, 60, '周工', '0772-5555-0008', 'zhou@oem-mpv.example.com', '汽车', '柳州', 9, 3200000, '乘用车+商用车双线采购'), ('OEM-2026-001', '某智能电动新势力', 'OEM', 'A', 0.050, 45, '吴总', '021-6666-0009', 'wu@oem-ev.example.com', '新能源', '上海', 3, 850000, '高折扣新OEM，战略培育客户'), ('T1-2025-001', '某博世供应商', 'Tier1', 'B', 0.020, 30, '王经理','0512-6666-0003', 'wang@tier1-bs.example.com', '汽车零部件', '江苏苏州', 18, 5600000, '变速箱配套阀体'), ('T1-2025-002', '某大陆供应商', 'Tier1', 'B', 0.000, 30, '陈工', '020-7777-0004', 'chen@tier1-cr.example.com', '汽车零部件', '广东广州', 8, 1200000, '制动系统配套，新开发客户'), ('T1-2025-003', '某采埃孚供应商', 'Tier1', 'A', 0.020, 45, '郑总', '021-7777-0010', 'zheng@tier1-zf.example.com', '汽车零部件', '上海', 15, 4800000, 'ZF悬架系统配套'), ('T1-2025-004', '某电装系供应商', 'Tier1', 'A', 0.025, 45, '林总', '020-8888-0011', 'lin@tier1-ds.example.com', '汽车零部件', '广州', 20, 6300000, '日系热管理系统配套'), ('T1-2025-005', '某日立安斯泰莫供应商', 'Tier1', 'A', 0.020, 45, '徐总', '0411-9999-0012', 'xu@tier1-ha.example.com', '汽车零部件', '大连', 14, 4100000, '日系制动/转向配套'), ('T1-2026-001', '某制动系统供应商', 'Tier1', 'B', 0.015, 30, '何工', '023-1111-0013', 'he@tier1-bk.example.com', '汽车零部件', '重庆', 6, 1500000, '国产线控制动项目'), ('T1-2026-002', '某液压系统供应商', 'Tier1', 'B', 0.010, 60, '高工', '0731-2222-0014', 'gao@tier1-hy.example.com', '工程机械', '长沙', 5, 980000, '液压阀体，账期较长'), ('T2-2025-001', '某售后市场贸易商', 'Tier2', 'C', 0.000, 0, '罗经理','0571-3333-0015', 'luo@am-trade.example.com', '售后市场', '杭州', 3, 210000, '货到付款，信用C级，注意风险'), ('T2-2025-002', '某智能底盘初创公司', 'Tier2', '无评级', 0.000, 30, '宋工', '0512-4444-0016', 'song@chassis.example.com', '智能底盘', '苏州', 0, 0, '零订单历史新客户，需信用评审'), ('T2-2025-003', '某非道路机械贸易商', 'Tier2', 'D', 0.000, 0, '蒋经理','0537-5555-0017', 'jiang@offroad.example.com', '非道路机械', '济宁', 1, 45000, '信用D级，仅接受预付款订单'), ('T2-2025-004', '某改装件连锁商', 'Tier2', 'C', 0.000, 0, '邓总', '028-5555-0018', 'deng@mod-chain.example.com', '售后市场', '成都', 5, 320000, '改装市场连锁，货到付款'), ('T2-2026-001', '某机器人关节初创公司', 'Tier2', '无评级', 0.000, 30, '冯工', '0755-6666-0019', 'feng@robot-joint.example.com','机器人', '深圳', 0, 0, '零历史，人形机器人关节部件'), ('T2-2026-002', '某低空经济无人机公司', 'Tier2', '无评级', 0.000, 30, '曹工', '0755-7777-0020', 'cao@uav.example.com', '低空经济', '深圳', 0, 0, '新兴行业，eVTOL液压部件询价') ON CONFLICT (customer_code) DO NOTHING; -- 历史询价（2024-2025 闭环 + 2026 在途） INSERT INTO inquiry (inquiry_id, customer_code, inquiry_date, drawing_number, part_number, annual_volume, target_price, status, notes) VALUES ('INQ-2024-9005', 'OEM-2024-001', '2024-10-20', 'DWG-VHB-EG-Rev1', 'P-VHB-004', 200000, 55.00, 'completed', '2024年发动机油路阀体壳询价，已成交'), ('INQ-2025-9001', 'OEM-2024-001', '2025-09-25', 'DWG-VBH-AT-Rev2', 'P-VBH-001', 300000, 96.00, 'completed', '2025年变速箱阀体外壳年价谈判'), ('INQ-2025-9002', 'OEM-2024-002', '2025-08-10', 'DWG-VHB-BK-Rev2', 'P-VHB-002', 150000, 155.00, 'completed', '2025年制动阀体壳询价，已中标'), ('INQ-2025-9003', 'T1-2025-001', '2025-05-28', 'DWG-VHB-SP-Rev1', 'P-VHB-003', 150000, 25.00, 'lost', '转向器阀体壳，因报价偏高丢单'), ('INQ-2025-9006', 'OEM-2024-002', '2025-11-05', 'DWG-VBH-AT-Rev2', 'P-VBH-001', 100000, 100.00, 'completed', '德系小批量采购变速箱阀体外壳'), ('INQ-2026-0006', 'OEM-2024-004', '2026-08-05', 'DWG-VHB-TC-Rev1', 'P-VHB-011', 120000, 48.00, 'pending', '涡轮增压控制阀体壳新询价'), ('INQ-2026-0007', 'OEM-2025-001', '2026-08-06', 'DWG-VHB-HD-Rev1', 'P-VHB-016', 60000, 260.00, 'processing', '重卡制动阀体壳，1000T大件') ON CONFLICT (inquiry_id) DO NOTHING; -- 询价明细行（与询价单一一对应） INSERT INTO inquiry_item (inquiry_id, line_no, part_name, part_number, material_grade, volume_cc, annual_qty, remarks) VALUES ('INQ-2024-9005', 1, '发动机油路阀体壳', 'P-VHB-004', 'EN AC-4600', 555.56, 200000, '400T压铸，阳极氧化'), ('INQ-2025-9001', 1, '变速箱阀体外壳', 'P-VBH-001', 'ADC12', 444.44, 300000, '400T压铸，阳极氧化'), ('INQ-2025-9002', 1, '制动阀体壳', 'P-VHB-002', 'HT250', 388.89, 150000, '630T压铸，电泳涂装'), ('INQ-2025-9003', 1, '转向器阀体壳', 'P-VHB-003', 'A356-T6', 296.30, 150000, '280T压铸，钝化'), ('INQ-2025-9006', 1, '变速箱阀体外壳', 'P-VBH-001', 'ADC12', 444.44, 100000, '小批量'), ('INQ-2026-0006', 1, '涡轮增压控制阀体壳', 'P-VHB-011', 'ADC12', 320.00, 120000, '350T压铸，钝化'), ('INQ-2026-0007', 1, '重卡制动阀体壳', 'P-VHB-016', 'HT300', 850.00, 60000, '1000T压铸，达克罗') ON CONFLICT (inquiry_id, line_no) DO NOTHING; -- 基础询价（保留原种子） INSERT INTO inquiry (inquiry_id, customer_code, inquiry_date, drawing_number, part_number, annual_volume, target_price, status, notes) VALUES ('INQ-2026-0001', 'OEM-2024-001', '2026-08-01', 'DWG-VBH-AT-Rev3', 'P-VBH-001', 300000, 95.00, 'processing', '新车型配套阀体壳，要求阳极氧化'), ('INQ-2026-0002', 'T1-2025-001', '2026-08-03', 'DWG-VHB-SP-Rev1', 'P-VHB-003', 150000, 55.00, 'pending', '转向器阀体壳，钝化处理') ON CONFLICT (inquiry_id) DO NOTHING; INSERT INTO inquiry_item (inquiry_id, line_no, part_name, part_number, material_grade, volume_cc, annual_qty, remarks) VALUES ('INQ-2026-0001', 1, '变速箱阀体外壳', 'P-VBH-001', 'ADC12', 444.44, 300000, '体积444.44cm³，400T压铸'), ('INQ-2026-0002', 1, '转向器阀体壳', 'P-VHB-003', 'A356-T6', 296.30, 150000, '体积296.30cm³，280T压铸') ON CONFLICT (inquiry_id, line_no) DO NOTHING; -- 历史报价（2024Q4-2025，含 won/lost，用于价格趋势与一致性校验） INSERT INTO quotation (quotation_id, inquiry_id, customer_code, quotation_date, valid_until, version, status, mold_cost, unit_price, annual_volume, total_annual, subtotal, tax_rate, tax_amount, total_amount, payment_terms, delivery_terms, created_by, approved_by, remarks) VALUES ('QUO-2024-9005', 'INQ-2024-9005', 'OEM-2024-001', '2024-11-08', '2024-12-08', 1, 'approved', 180000, 52.30, 200000, 10460000, 10460000, 0.130, 1359800, 11819800, '月结60天', '含税含运', 'AI智能报价', '销售经理-赵总', '2024年基线价'), ('QUO-2025-9001', 'INQ-2025-9001', 'OEM-2024-001', '2025-10-15', '2025-11-15', 1, 'approved', 0, 42.50, 300000, 12750000, 12750000, 0.130, 1657500, 14407500, '月结60天', '含税含运', 'AI智能报价', '销售经理-赵总', '2025年年价，模具费已摊销'), ('QUO-2025-9002', 'INQ-2025-9001', 'OEM-2024-001', '2025-12-20', '2026-01-20', 2, 'approved', 0, 41.90, 300000, 12570000, 12570000, 0.130, 1634100, 14204100, '月结60天', '含税含运', 'AI智能报价', '销售经理-赵总', '第二轮降价，一致性校验基准'), ('QUO-2025-9003', 'INQ-2025-9002', 'OEM-2024-002', '2025-09-05', '2025-10-05', 1, 'won', 250000, 46.80, 150000, 7020000, 7020000, 0.130, 912600, 7932600, '月结45天', '含税含运，北京交货', 'AI智能报价', '销售总监-钱总', '已中标'), ('QUO-2025-9004', 'INQ-2025-9003', 'T1-2025-001', '2025-06-18', '2025-07-18', 1, 'lost', 120000, 28.40, 150000, 4260000, 4260000, 0.130, 553800, 4813800, '月结30天', '含税含运', 'AI智能报价', NULL, '报价偏高丢单，客户目标价25元'), ('QUO-2025-9006', 'INQ-2025-9006', 'OEM-2024-002', '2025-11-30', '2025-12-30', 1, 'sent', 0, 43.20, 100000, 4320000, 4320000, 0.130, 561600, 4881600, '月结45天', '含税含运', 'AI智能报价', '销售经理-赵总', '跨客户价差校验样本') ON CONFLICT (quotation_id) DO NOTHING; -- 历史报价成本明细 INSERT INTO quotation_cost_detail (quotation_id, material_cost, casting_cost, machining_cost, post_process_cost, overhead_rate, profit_rate, total_cost, unit_price) VALUES ('QUO-2024-9005', 28.50, 2.17, 2.45, 7.50, 0.120, 0.150, 40.62, 52.30), ('QUO-2025-9001', 23.90, 2.17, 0.87, 6.00, 0.120, 0.150, 32.94, 42.50), ('QUO-2025-9002', 23.50, 2.17, 0.87, 6.00, 0.120, 0.150, 32.54, 41.90), ('QUO-2025-9003', 20.20, 4.43, 1.91, 9.80, 0.120, 0.150, 36.34, 46.80), ('QUO-2025-9004', 16.50, 1.10, 2.88, 1.57, 0.120, 0.280, 22.05, 28.40), ('QUO-2025-9006', 24.50, 2.17, 0.87, 6.00, 0.120, 0.150, 33.54, 43.20) ON CONFLICT (quotation_id) DO NOTHING; -- 基础报价（保留原种子） INSERT INTO quotation (quotation_id, inquiry_id, customer_code, quotation_date, valid_until, version, status, mold_cost, unit_price, annual_volume, total_annual, subtotal, tax_rate, tax_amount, total_amount, payment_terms, delivery_terms, created_by, approved_by, remarks) VALUES ('QUO-2026-0001', 'INQ-2026-0001', 'OEM-2024-001', '2026-07-15', '2026-08-15', 1, 'sent', 180000, 92.50, 300000, 27750000, 27750000, 0.130, 3607500, 31357500, '月结60天', '含税含运，上海交货', 'AI智能报价', '销售经理-赵总', '老客户优惠价，含模具费18万') ON CONFLICT (quotation_id) DO NOTHING; INSERT INTO quotation_cost_detail (quotation_id, material_cost, casting_cost, machining_cost, post_process_cost, overhead_rate, profit_rate, total_cost, unit_price) VALUES ('QUO-2026-0001', 24.50, 8.20, 35.60, 6.00, 0.120, 0.150, 74.30, 92.50) ON CONFLICT (quotation_id) DO NOTHING; -- 商机（完整阶段谱系：lead/qualified/proposal/negotiation/quoted/won/lost） INSERT INTO opportunity (opportunity_id, customer_code, title, stage, expected_amount, probability, oem_program, expected_close_date, source, created_by) VALUES ('OPP-2025-0005', 'OEM-2024-002', '2025年制动阀体壳定点', 'won', 8200000, 100, '德系新制动系统平台', '2025-09-30', '客户主动询价', '销售团队'), ('OPP-2025-0006', 'T1-2025-001', '转向器阀体壳年度供应', 'lost', 4500000, 0, 'EPS转向系统', '2025-07-31', '展会获客', '销售团队'), ('OPP-2026-0003', 'T1-2025-003', '采埃孚悬架阀体项目', 'lead', 5000000, 20, '主动悬架系统配套', '2026-12-31', '客户推荐', 'AI智能报价'), ('OPP-2026-0004', 'OEM-2024-003', '新能源平台阀体定点', 'negotiation', 9000000, 60, '纯电平台热管理+制动', '2026-11-30', '战略客户开发', '销售团队'), ('OPP-2026-0005', 'OEM-2024-004', '美系OEM新项目询价', 'qualified', 12000000, 40, '下一代混动变速箱', '2027-03-31', '客户主动询价', 'AI智能报价'), ('OPP-2026-0006', 'OEM-2025-001', '商用车平台重卡阀体', 'lead', 6000000, 15, '重卡制动系统升级', '2026-12-31', '展会获客', '销售团队'), ('OPP-2026-0001', 'OEM-2024-001', '2026年新车型阀体壳定点', 'proposal', 27750000, 60, '某日系新车型CVT配套', '2026-10-31', '客户主动询价', 'AI智能报价'), ('OPP-2026-0002', 'T1-2025-001', '转向器阀体壳年度采购', 'lead', 8250000, 30, 'EPS转向系统配套', '2026-12-31', '展会获客', 'AI智能报价') ON CONFLICT (opportunity_id) DO NOTHING;