252 lines
19 KiB
SQL
252 lines
19 KiB
SQL
-- ============================================================
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-- MCP for CRM — 汽车零部件智能报价 CRM 数据服务
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-- 数据库：smart_quotation_auto
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-- 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
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-- ============================================================
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-- 1. 客户
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CREATE TABLE IF NOT EXISTS customer (
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customer_code VARCHAR(50) PRIMARY KEY,
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name VARCHAR(200) NOT NULL,
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oem_tier VARCHAR(20) NOT NULL,
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credit_level VARCHAR(5) DEFAULT 'B',
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discount_rate DECIMAL(4,3) DEFAULT 0,
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payment_days INTEGER DEFAULT 30,
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contact_person VARCHAR(50),
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phone VARCHAR(30),
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email VARCHAR(100),
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industry VARCHAR(50),
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region VARCHAR(50),
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total_orders INTEGER DEFAULT 0,
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total_amount DECIMAL(14,2) DEFAULT 0,
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notes TEXT,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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-- 2. 询价记录
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CREATE TABLE IF NOT EXISTS inquiry (
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inquiry_id VARCHAR(50) PRIMARY KEY,
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customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code),
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inquiry_date DATE NOT NULL DEFAULT CURRENT_DATE,
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drawing_number VARCHAR(100),
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part_number VARCHAR(100),
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annual_volume INTEGER,
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target_price DECIMAL(10,2),
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status VARCHAR(20) DEFAULT 'pending',
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notes TEXT,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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-- 3. 询价明细行
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CREATE TABLE IF NOT EXISTS inquiry_item (
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id SERIAL PRIMARY KEY,
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inquiry_id VARCHAR(50) NOT NULL REFERENCES inquiry(inquiry_id),
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line_no INTEGER NOT NULL,
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part_name VARCHAR(200),
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part_number VARCHAR(100),
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material_grade VARCHAR(50),
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volume_cc DECIMAL(10,2),
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annual_qty INTEGER,
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unit VARCHAR(10) DEFAULT '件',
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remarks TEXT
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);
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-- 4. 报价单
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CREATE TABLE IF NOT EXISTS quotation (
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quotation_id VARCHAR(50) PRIMARY KEY,
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inquiry_id VARCHAR(50) REFERENCES inquiry(inquiry_id),
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customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code),
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quotation_date DATE NOT NULL DEFAULT CURRENT_DATE,
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valid_until DATE,
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version INTEGER DEFAULT 1,
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status VARCHAR(20) DEFAULT 'draft',
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mold_cost DECIMAL(12,2) DEFAULT 0,
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unit_price DECIMAL(10,2),
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annual_volume INTEGER,
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total_annual DECIMAL(14,2),
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subtotal DECIMAL(14,2),
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tax_rate DECIMAL(4,3) DEFAULT 0.130,
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tax_amount DECIMAL(14,2),
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total_amount DECIMAL(14,2),
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currency VARCHAR(10) DEFAULT 'CNY',
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payment_terms VARCHAR(200) DEFAULT '月结30天',
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delivery_terms VARCHAR(200) DEFAULT '含税含运',
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created_by VARCHAR(50) DEFAULT 'AI智能报价',
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approved_by VARCHAR(50),
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remarks TEXT,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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-- 5. 报价成本明细
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CREATE TABLE IF NOT EXISTS quotation_cost_detail (
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id SERIAL PRIMARY KEY,
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quotation_id VARCHAR(50) NOT NULL REFERENCES quotation(quotation_id),
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material_cost DECIMAL(10,4),
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casting_cost DECIMAL(10,4),
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machining_cost DECIMAL(10,4),
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post_process_cost DECIMAL(10,4),
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overhead_rate DECIMAL(4,3),
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profit_rate DECIMAL(4,3),
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total_cost DECIMAL(10,4),
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unit_price DECIMAL(10,4)
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);
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-- 6. 商机
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CREATE TABLE IF NOT EXISTS opportunity (
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opportunity_id VARCHAR(50) PRIMARY KEY,
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customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code),
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title VARCHAR(200) NOT NULL,
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stage VARCHAR(20) DEFAULT 'lead',
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expected_amount DECIMAL(14,2) DEFAULT 0,
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probability INTEGER DEFAULT 20,
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oem_program VARCHAR(200),
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expected_close_date DATE,
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source VARCHAR(100),
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created_by VARCHAR(50),
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created_at DATE DEFAULT CURRENT_DATE,
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updated_at DATE DEFAULT CURRENT_DATE
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);
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-- ============================================================
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-- 幂等性：去重 + 唯一约束（可重复执行）
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-- ============================================================
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DELETE FROM inquiry_item a USING inquiry_item b
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WHERE a.id > b.id AND a.inquiry_id = b.inquiry_id AND a.line_no = b.line_no;
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DELETE FROM quotation_cost_detail a USING quotation_cost_detail b
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WHERE a.id > b.id AND a.quotation_id = b.quotation_id;
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DO $$ BEGIN
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ALTER TABLE inquiry_item ADD CONSTRAINT uq_inquiry_item UNIQUE (inquiry_id, line_no);
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EXCEPTION WHEN duplicate_table THEN NULL; END $$;
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DO $$ BEGIN
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ALTER TABLE quotation_cost_detail ADD CONSTRAINT uq_quotation_cost UNIQUE (quotation_id);
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EXCEPTION WHEN duplicate_table THEN NULL; END $$;
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-- 多版本报价支持：同一询价单不限报价次数
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-- 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）
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WITH ranked AS (
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SELECT quotation_id,
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ROW_NUMBER() OVER (PARTITION BY inquiry_id ORDER BY created_at, quotation_id) AS rn
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FROM quotation
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WHERE inquiry_id IS NOT NULL
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)
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UPDATE quotation q
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SET version = r.rn
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FROM ranked r
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WHERE q.quotation_id = r.quotation_id AND q.version <> r.rn;
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-- 2) 同一询价单内版本号唯一（并发防重）
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DO $$ BEGIN
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ALTER TABLE quotation ADD CONSTRAINT uq_quotation_version UNIQUE (inquiry_id, version);
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EXCEPTION WHEN duplicate_table THEN NULL; END $$;
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-- 3) 版本链查询索引
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CREATE INDEX IF NOT EXISTS idx_quotation_inquiry ON quotation(inquiry_id);
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-- ============================================================
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-- 种子数据
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-- ============================================================
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-- 客户（20 家：OEM×7 / Tier1×7 / Tier2×6；信用 A×8 / B×6 / C×2 / D×1 / 无评级×3）
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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
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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')
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ON CONFLICT (customer_code) DO NOTHING;
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-- 历史询价（2024-2025 闭环 + 2026 在途）
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INSERT INTO inquiry (inquiry_id, customer_code, inquiry_date, drawing_number, part_number, annual_volume, target_price, status, notes) VALUES
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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')
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ON CONFLICT (inquiry_id) DO NOTHING;
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-- 询价明细行（与询价单一一对应）
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INSERT INTO inquiry_item (inquiry_id, line_no, part_name, part_number, material_grade, volume_cc, annual_qty, remarks) VALUES
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('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'),
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('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'),
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('INQ-2025-9002', 1, '制动阀体壳', 'P-VHB-002', 'HT250', 388.89, 150000, '630T压铸，电泳涂装'),
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('INQ-2025-9003', 1, '转向器阀体壳', 'P-VHB-003', 'A356-T6', 296.30, 150000, '280T压铸，钝化'),
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('INQ-2025-9006', 1, '变速箱阀体外壳', 'P-VBH-001', 'ADC12', 444.44, 100000, '小批量'),
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('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'),
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('INQ-2026-0007', 1, '重卡制动阀体壳', 'P-VHB-016', 'HT300', 850.00, 60000, '1000T压铸，达克罗')
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ON CONFLICT (inquiry_id, line_no) DO NOTHING;
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-- 基础询价（保留原种子）
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INSERT INTO inquiry (inquiry_id, customer_code, inquiry_date, drawing_number, part_number, annual_volume, target_price, status, notes) VALUES
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('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'),
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('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')
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ON CONFLICT (inquiry_id) DO NOTHING;
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INSERT INTO inquiry_item (inquiry_id, line_no, part_name, part_number, material_grade, volume_cc, annual_qty, remarks) VALUES
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('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'),
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('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')
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ON CONFLICT (inquiry_id, line_no) DO NOTHING;
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-- 历史报价（2024Q4-2025，含 won/lost，用于价格趋势与一致性校验）
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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
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('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'),
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('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'),
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('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'),
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('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'),
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('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'),
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('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')
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ON CONFLICT (quotation_id) DO NOTHING;
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-- 历史报价成本明细
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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
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('QUO-2024-9005', 28.50, 2.17, 2.45, 7.50, 0.120, 0.150, 40.62, 52.30),
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('QUO-2025-9001', 23.90, 2.17, 0.87, 6.00, 0.120, 0.150, 32.94, 42.50),
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('QUO-2025-9002', 23.50, 2.17, 0.87, 6.00, 0.120, 0.150, 32.54, 41.90),
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('QUO-2025-9003', 20.20, 4.43, 1.91, 9.80, 0.120, 0.150, 36.34, 46.80),
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('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;
|