select o.id, o.opportunity_code as code, o.opportunity_name as name, coalesce(c.customer_name, '未命名客户') as client, coalesce(u.display_name, '当前用户') as owner, o.amount, to_char(o.expected_close_date, 'YYYY-MM-DD') as date, o.confidence_pct as confidence, case coalesce(o.stage, 'initial_contact') when 'initial_contact' then '初步沟通' when 'solution_discussion' then '方案交流' when 'bidding' then '招投标' when 'business_negotiation' then '商务谈判' when 'won' then '已成交' when 'lost' then '已放弃' else coalesce(o.stage, '初步沟通') end as stage, coalesce(o.opportunity_type, '新建') as type, coalesce(o.pushed_to_oms, false) as pushedToOms, coalesce(o.product_type, 'VDI云桌面') as product, coalesce(o.source, '主动开发') as source, coalesce(o.description, '') as notes from crm_opportunity o left join crm_customer c on c.id = o.customer_id left join sys_user u on u.user_id = o.owner_user_id where o.owner_user_id = #{userId} and ( o.opportunity_name ilike concat('%', #{keyword}, '%') or o.opportunity_code ilike concat('%', #{keyword}, '%') or coalesce(c.customer_name, '') ilike concat('%', #{keyword}, '%') ) and o.stage = #{stage} order by coalesce(o.updated_at, o.created_at) desc, o.id desc select f.id, f.opportunity_id as opportunityId, to_char(f.followup_time, 'YYYY-MM-DD HH24:MI') as date, coalesce(f.followup_type, '无') as type, coalesce(f.content, '无') as content, coalesce(u.display_name, '无') as user from crm_opportunity_followup f join crm_opportunity o on o.id = f.opportunity_id left join sys_user u on u.user_id = f.followup_user_id where o.owner_user_id = #{userId} and f.opportunity_id in #{id} order by f.followup_time desc, f.id desc select id from crm_customer where owner_user_id = #{userId} and customer_name = #{customerName} limit 1 insert into crm_customer ( id, customer_code, customer_name, owner_user_id, source, status, created_at, updated_at ) values ( #{id}, 'CUS-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((coalesce((select count(1) from crm_customer), 0) + 1)::text, 3, '0'), #{customerName}, #{userId}, coalesce(#{source}, '主动开发'), 'following', now(), now() ) insert into crm_opportunity ( opportunity_code, opportunity_name, customer_id, owner_user_id, amount, expected_close_date, confidence_pct, stage, opportunity_type, product_type, source, pushed_to_oms, oms_push_time, description, status, created_at, updated_at ) values ( 'OPP-' || to_char(current_date, 'YYYYMMDD') || '-' || lpad((coalesce((select count(1) from crm_opportunity), 0) + 1)::text, 3, '0'), #{request.opportunityName}, #{customerId}, #{userId}, #{request.amount}, #{request.expectedCloseDate}, #{request.confidencePct}, #{request.stage}, #{request.opportunityType}, #{request.productType}, #{request.source}, #{request.pushedToOms}, case when #{request.pushedToOms} then now() else null end, #{request.description}, case when #{request.stage} = 'won' then 'won' when #{request.stage} = 'lost' then 'lost' else 'active' end, now(), now() ) select count(1) from crm_opportunity where id = #{id} and owner_user_id = #{userId} update crm_opportunity set opportunity_name = #{request.opportunityName}, customer_id = #{customerId}, amount = #{request.amount}, expected_close_date = #{request.expectedCloseDate}, confidence_pct = #{request.confidencePct}, stage = #{request.stage}, opportunity_type = #{request.opportunityType}, product_type = #{request.productType}, source = #{request.source}, pushed_to_oms = #{request.pushedToOms}, oms_push_time = case when #{request.pushedToOms} then coalesce(oms_push_time, now()) else null end, description = #{request.description}, status = case when #{request.stage} = 'won' then 'won' when #{request.stage} = 'lost' then 'lost' else 'active' end, updated_at = now() where id = #{opportunityId} and owner_user_id = #{userId} insert into crm_opportunity_followup ( opportunity_id, followup_time, followup_type, content, next_action, followup_user_id, created_at, updated_at ) values ( #{opportunityId}, #{request.followUpTime}, #{request.followUpType}, #{request.content}, #{request.nextAction}, #{userId}, now(), now() )