优化线索、商机、项目相关开发

sql/alter_company_contact_unify.sql

@@ -9,7 +9,7 @@
 --        - 若两表并存，则去重合并进新表，旧表改名为 *_bak 备份保留；
 --   3. 迁移历史死表 `yz_tenant_crm_contact`（若存在且有数据）：去重并入新表，
 --      原表改名为 `yz_tenant_crm_contact_bak` 保留；
---   4. 线索/商机联系人仍然只存过程库 `yz_tenant_crm_entity_contact`（本脚本不动）。
+--   4. 线索/商机联系人仍然只存过程库 `yz_backend_crm_entity_contact`（本脚本不动）。
 --
 -- 去重键（判定为同一联系人）：tenant_id + company_type + company_id + name + mobiles
 -- 说明：

sql/alter_crm_follow_add_stage.sql

@@ -0,0 +1,40 @@
+-- =============================================================================
+-- 跟进记录（回访）增加「创建阶段」字段 stage
+--
+-- 目的：
+--   过程数据（跟进记录）不做搬迁，按 线索 → 商机 → 项目 链路累积展示；
+--   stage 记录该条记录创建时所处的阶段，用于详情列表标明数据来自哪个阶段。
+--
+-- 取值：1=线索，2=商机，3=项目
+-- 说明：
+--   - 脚本幂等：列已存在则跳过新增；
+--   - 回填只在首次新增列时执行一次（历史数据按当前 related_type 近似回填）。
+-- =============================================================================
+
+SET NAMES utf8mb4;
+
+SET @has_stage := (
+  SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = DATABASE()
+    AND TABLE_NAME = 'yz_backend_crm_follow'
+    AND COLUMN_NAME = 'stage'
+);
+
+-- 1. 新增列（已存在则跳过）
+SET @sql := IF(@has_stage = 0,
+  'ALTER TABLE `yz_backend_crm_follow` ADD COLUMN `stage` tinyint(4) NOT NULL DEFAULT 1 COMMENT ''创建阶段：1线索/2商机/3项目'' AFTER `related_name`',
+  'SELECT ''skip: stage 列已存在'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 2. 历史数据回填（仅在首次新增列时执行；按当前 related_type 近似推断）
+SET @sql := IF(@has_stage = 0,
+  'UPDATE `yz_backend_crm_follow` SET `stage` = `related_type` WHERE `related_type` IN (2, 3)',
+  'SELECT ''skip: 回填已完成过'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 3. 核对：各阶段记录数
+SELECT `stage`, COUNT(*) AS `cnt`
+FROM `yz_backend_crm_follow`
+WHERE `delete_time` IS NULL
+GROUP BY `stage`
+ORDER BY `stage`;

sql/alter_crm_pipeline_add_contact_position.sql

@@ -1,13 +1,42 @@
--- 为 CRM 业务管线（线索/商机/项目）增加「对接人职位」字段 contact_position。
--- 若已执行过 yz_backend_crm_pipeline.sql（表已存在），执行本脚本即可；
--- 若尚未建表，直接执行 yz_backend_crm_pipeline.sql 已包含该字段，无需本脚本。
--- 脚本可重复执行：列已存在时 MySQL 报 duplicate column，忽略即可。
+-- =============================================================================
+-- 为 CRM 业务管线（线索/商机/项目）增加「对接人职位」字段 contact_position
+--
+-- 说明：
+--   - 幂等：列已存在时自动跳过，不会报 Duplicate column 错误；
+--   - 只增加字段，不改动任何已有数据；
+--   - 若尚未建表，直接执行 yz_backend_crm_pipeline.sql 已包含该字段，无需本脚本。
+-- =============================================================================
 
-ALTER TABLE `yz_tenant_crm_clue`
-  ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
+SET NAMES utf8mb4;
 
-ALTER TABLE `yz_tenant_crm_business`
-  ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
+-- 1. 线索
+SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_clue' AND COLUMN_NAME = 'contact_position');
+SET @sql := IF(@has_col = 0,
+  'ALTER TABLE `yz_backend_crm_clue` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
+  'SELECT ''skip: yz_backend_crm_clue.contact_position 已存在'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
 
-ALTER TABLE `yz_tenant_crm_project`
-  ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '' COMMENT '对接人职位' AFTER `contact_person`;
+-- 2. 商机
+SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_business' AND COLUMN_NAME = 'contact_position');
+SET @sql := IF(@has_col = 0,
+  'ALTER TABLE `yz_backend_crm_business` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
+  'SELECT ''skip: yz_backend_crm_business.contact_position 已存在'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 3. 项目
+SET @has_col := (SELECT COUNT(*) FROM information_schema.COLUMNS
+  WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_project' AND COLUMN_NAME = 'contact_position');
+SET @sql := IF(@has_col = 0,
+  'ALTER TABLE `yz_backend_crm_project` ADD COLUMN `contact_position` varchar(50) NOT NULL DEFAULT '''' COMMENT ''对接人职位'' AFTER `contact_person`',
+  'SELECT ''skip: yz_backend_crm_project.contact_position 已存在'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 4. 核对：三张表的 contact_position 字段
+SELECT TABLE_NAME, COLUMN_NAME, COLUMN_TYPE, COLUMN_COMMENT
+FROM information_schema.COLUMNS
+WHERE TABLE_SCHEMA = DATABASE()
+  AND TABLE_NAME IN ('yz_backend_crm_clue', 'yz_backend_crm_business', 'yz_backend_crm_project')
+  AND COLUMN_NAME = 'contact_position'
+ORDER BY TABLE_NAME;

sql/alter_crm_project_add_doc_category.sql

@@ -0,0 +1,14 @@
+-- -----------------------------------------------------------------------------
+-- 项目文档（CRM 项目 ↔ OA 文档库绑定）
+--
+-- 在项目表上增加文档库文件夹分类ID：
+--   指向 yz_backend_oa_doc_category 中「共享文档 / 项目文档 / {项目名称}」这条分类。
+--   项目建立时自动在文档库中创建同名文件夹并回写该列；
+--   存量项目（为 0）在打开「项目文档」或项目详情时自动补建。
+--   项目改名时同步重命名文档库文件夹。
+--
+-- 注：新建库时该列已包含在 yz_backend_crm_pipeline.sql 中，此脚本用于已有库升级。
+-- 后端启动时也会自动补列（models.EnsureCrmProjectDocColumn），可不必手工执行。
+-- -----------------------------------------------------------------------------
+ALTER TABLE `yz_backend_crm_project`
+  ADD COLUMN `doc_category_id` bigint(20) UNSIGNED NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID（共享文档/项目文档/{项目名称}）';

sql/alter_crm_rename_to_backend_prefix.sql

@@ -0,0 +1,69 @@
+-- =============================================================================
+-- CRM 业务管线表名规范化：yz_tenant_crm_* → yz_backend_crm_*
+--
+-- 目的：与 yz_backend_erp_*、yz_backend_contact_company 等保持统一前缀，便于查找维护。
+--
+-- 映射：
+--   yz_tenant_crm_clue           → yz_backend_crm_clue
+--   yz_tenant_crm_business       → yz_backend_crm_business
+--   yz_tenant_crm_project        → yz_backend_crm_project
+--   yz_tenant_crm_follow         → yz_backend_crm_follow
+--   yz_tenant_crm_attach         → yz_backend_crm_attach
+--   yz_tenant_crm_entity_contact → yz_backend_crm_entity_contact
+--   yz_tenant_crm_operate_log    → yz_backend_crm_operate_log
+--
+-- 说明：
+--   - RENAME TABLE 是原子改名，数据、索引、自增全部原样保留，不会丢数据；
+--   - 幂等：新表已存在或旧表不存在时自动跳过；
+--   - 注意：需与新版后端一起发布（模型表名已指向 yz_backend_crm_*）。
+-- =============================================================================
+
+SET NAMES utf8mb4;
+
+-- 1. 线索
+SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_clue');
+SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_clue');
+SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_clue` TO `yz_backend_crm_clue`', 'SELECT ''skip: clue'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 2. 商机
+SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_business');
+SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_business');
+SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_business` TO `yz_backend_crm_business`', 'SELECT ''skip: business'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 3. 项目
+SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_project');
+SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_project');
+SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_project` TO `yz_backend_crm_project`', 'SELECT ''skip: project'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 4. 回访/跟进记录
+SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_follow');
+SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_follow');
+SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_follow` TO `yz_backend_crm_follow`', 'SELECT ''skip: follow'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 5. 附件
+SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_attach');
+SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_attach');
+SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_attach` TO `yz_backend_crm_attach`', 'SELECT ''skip: attach'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 6. 联系人
+SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_entity_contact');
+SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_entity_contact');
+SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_entity_contact` TO `yz_backend_crm_entity_contact`', 'SELECT ''skip: entity_contact'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 7. 操作日志
+SET @has_old := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_tenant_crm_operate_log');
+SET @has_new := (SELECT COUNT(*) FROM information_schema.TABLES WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'yz_backend_crm_operate_log');
+SET @sql := IF(@has_old > 0 AND @has_new = 0, 'RENAME TABLE `yz_tenant_crm_operate_log` TO `yz_backend_crm_operate_log`', 'SELECT ''skip: operate_log'' AS note');
+PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
+
+-- 8. 核对结果
+SELECT TABLE_NAME, TABLE_ROWS, CREATE_TIME
+FROM information_schema.TABLES
+WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME LIKE 'yz_%crm_%'
+ORDER BY TABLE_NAME;

sql/fix_crm_owner_user_name.sql

@@ -0,0 +1,102 @@
+-- =============================================================================
+-- 修正「负责人 / 回访人 / 上传人」姓名：把登录账号刷成真实姓名
+--
+-- 背景：
+--   历史代码把 JWT 里的 Username（登录账号，如 hero920103）写进了
+--   owner_user_name / last_owner_name 等字段，导致界面显示账号而不是人名。
+--   后端已改为按 uid 查 yz_system_tenant_user.name 写入真实姓名，
+--   本脚本用于修正存量数据。
+--
+-- 说明：
+--   - 按 tenant_id + owner_user_id(uid) 关联 yz_system_tenant_user 取 name；
+--   - 只更新「能匹配到用户且姓名非空」的记录，不动其它数据；
+--   - 幂等，可重复执行（姓名已一致的行不会被更新）。
+-- =============================================================================
+
+SET NAMES utf8mb4;
+
+-- 1. 客户：负责人姓名
+UPDATE `yz_backend_erp_customer` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
+SET c.`owner_user_name` = u.`name`
+WHERE c.`owner_user_id` IS NOT NULL AND c.`owner_user_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
+
+-- 2. 客户：公海记录里的「原负责人」姓名
+UPDATE `yz_backend_erp_customer` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
+SET c.`last_owner_name` = u.`name`
+WHERE c.`owner_user_id` IS NOT NULL AND c.`owner_user_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND c.`last_owner_name` IS NOT NULL AND c.`last_owner_name` <> ''
+  AND c.`last_owner_name` <> u.`name`;
+
+-- 3. 线索：负责人姓名
+UPDATE `yz_backend_crm_clue` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
+SET c.`owner_user_name` = u.`name`
+WHERE c.`owner_user_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
+
+-- 4. 商机：负责人姓名
+UPDATE `yz_backend_crm_business` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
+SET c.`owner_user_name` = u.`name`
+WHERE c.`owner_user_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
+
+-- 5. 项目：负责人姓名
+UPDATE `yz_backend_crm_project` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
+SET c.`owner_user_name` = u.`name`
+WHERE c.`owner_user_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
+
+-- 6. 回访记录：回访人姓名
+UPDATE `yz_backend_crm_follow` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`owner_user_id` AS UNSIGNED)
+SET c.`owner_user_name` = u.`name`
+WHERE c.`owner_user_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND (c.`owner_user_name` IS NULL OR c.`owner_user_name` <> u.`name`);
+
+-- 7. 附件：上传人姓名
+UPDATE `yz_backend_crm_attach` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`uploader_id` AS UNSIGNED)
+SET c.`uploader_name` = u.`name`
+WHERE c.`uploader_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND (c.`uploader_name` IS NULL OR c.`uploader_name` <> u.`name`);
+
+-- 8. 操作日志：操作人姓名
+UPDATE `yz_backend_crm_operate_log` c
+JOIN `yz_system_tenant_user` u
+  ON u.`tid` = CAST(c.`tenant_id` AS UNSIGNED)
+ AND u.`uid` = CAST(c.`operator_id` AS UNSIGNED)
+SET c.`operator_name` = u.`name`
+WHERE c.`operator_id` <> ''
+  AND u.`name` IS NOT NULL AND u.`name` <> ''
+  AND (c.`operator_name` IS NULL OR c.`operator_name` <> u.`name`);
+
+-- 9. 核对：客户负责人分布
+SELECT `owner_user_id`, `owner_user_name`, COUNT(*) AS `cnt`
+FROM `yz_backend_erp_customer`
+GROUP BY `owner_user_id`, `owner_user_name`;

sql/yz_backend_crm_pipeline.sql

@@ -6,19 +6,19 @@
 --      线索转化为商机时才把客户名称落地为正式客户（yz_backend_erp_customer）。
 --   2. 线索转化商机后会被锁定（locked=1），后续操作都在商机进行。
 --   3. 商机转化项目后同样锁定（locked=1）。
---   4. 回访/跟进记录（yz_tenant_crm_follow）与附件、联系人、操作日志均为通用多态表，
+--   4. 回访/跟进记录（yz_backend_crm_follow）与附件、联系人、操作日志均为通用多态表，
 --      通过 related_type(1线索/2商机/3项目) + related_id 关联。
--- 可重复执行（DROP TABLE IF EXISTS）。
+-- ⚠️ 安全说明（重要）：
+--   本脚本只做 CREATE TABLE IF NOT EXISTS，**不会删除或覆盖任何已有数据**，可重复执行。
+--   如需给已存在的表新增字段，请勿重跑本脚本，改用对应的 alter_*.sql 增量脚本。
 -- =============================================================================
 
 SET NAMES utf8mb4;
-SET FOREIGN_KEY_CHECKS = 0;
 
 -- -----------------------------------------------------------------------------
 -- 线索表
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_clue`;
-CREATE TABLE `yz_tenant_crm_clue` (
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_clue` (
   `id`                bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
   `tenant_id`         varchar(64)  NOT NULL COMMENT '租户ID',
   `clue_name`         varchar(100) NOT NULL COMMENT '线索名称',
@@ -55,8 +55,7 @@ CREATE TABLE `yz_tenant_crm_clue` (
 -- -----------------------------------------------------------------------------
 -- 商机表
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_business`;
-CREATE TABLE `yz_tenant_crm_business` (
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_business` (
   `id`                bigint(20)    NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
   `tenant_id`         varchar(64)   NOT NULL COMMENT '租户ID',
   `business_name`     varchar(100)  NOT NULL COMMENT '商机名称',
@@ -100,8 +99,7 @@ CREATE TABLE `yz_tenant_crm_business` (
 -- -----------------------------------------------------------------------------
 -- 项目表
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_project`;
-CREATE TABLE `yz_tenant_crm_project` (
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_project` (
   `id`             bigint(20)    NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
   `tenant_id`      varchar(64)   NOT NULL COMMENT '租户ID',
   `project_name`   varchar(100)  NOT NULL COMMENT '项目名称',
@@ -121,6 +119,7 @@ CREATE TABLE `yz_tenant_crm_project` (
   `contact_phone`  varchar(20)   NOT NULL DEFAULT '' COMMENT '对接人手机',
   `address`        varchar(255)  NOT NULL DEFAULT '' COMMENT '项目地址',
   `remark`         text COMMENT '备注',
+  `doc_category_id` bigint(20) UNSIGNED NOT NULL DEFAULT 0 COMMENT '关联OA文档库项目文件夹分类ID（共享文档/项目文档/{项目名称}）',
   `create_user_id` varchar(64)   NOT NULL DEFAULT '' COMMENT '创建人用户ID',
   `create_time`    datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP COMMENT '创建时间',
   `update_time`    datetime      NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP COMMENT '更新时间',
@@ -137,13 +136,13 @@ CREATE TABLE `yz_tenant_crm_project` (
 -- -----------------------------------------------------------------------------
 -- 回访/跟进记录表（贯穿线索、商机、项目）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_follow`;
-CREATE TABLE `yz_tenant_crm_follow` (
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_follow` (
   `id`                bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
   `tenant_id`         varchar(64)  NOT NULL COMMENT '租户ID',
   `related_type`      tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
   `related_id`        bigint(20)   NOT NULL COMMENT '关联记录ID',
   `related_name`      varchar(100) NOT NULL DEFAULT '' COMMENT '关联对象名称（冗余，便于回访列表展示）',
+  `stage`             tinyint(4)   NOT NULL DEFAULT '1' COMMENT '创建阶段：1线索/2商机/3项目',
   `follow_type`       varchar(20)  NOT NULL DEFAULT '1' COMMENT '回访方式：1电话/2微信/3上门/4邮件/5其他',
   `follow_time`       datetime     DEFAULT NULL COMMENT '回访时间',
   `content`           text COMMENT '回访内容',
@@ -163,8 +162,7 @@ CREATE TABLE `yz_tenant_crm_follow` (
 -- -----------------------------------------------------------------------------
 -- 附件表（多态：线索/商机/项目的资料）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_attach`;
-CREATE TABLE `yz_tenant_crm_attach` (
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_attach` (
   `id`            bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
   `tenant_id`     varchar(64)  NOT NULL COMMENT '租户ID',
   `related_type`  tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
@@ -187,8 +185,7 @@ CREATE TABLE `yz_tenant_crm_attach` (
 -- -----------------------------------------------------------------------------
 -- 联系人表（多态：线索/商机/项目的对接人列表）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_entity_contact`;
-CREATE TABLE `yz_tenant_crm_entity_contact` (
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_entity_contact` (
   `id`           bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
   `tenant_id`    varchar(64)  NOT NULL COMMENT '租户ID',
   `related_type` tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',
@@ -213,8 +210,7 @@ CREATE TABLE `yz_tenant_crm_entity_contact` (
 -- -----------------------------------------------------------------------------
 -- 操作日志表（多态：记录线索/商机/项目的关键操作，用于详情页操作日志 Tab）
 -- -----------------------------------------------------------------------------
-DROP TABLE IF EXISTS `yz_tenant_crm_operate_log`;
-CREATE TABLE `yz_tenant_crm_operate_log` (
+CREATE TABLE IF NOT EXISTS `yz_backend_crm_operate_log` (
   `id`            bigint(20)   NOT NULL AUTO_INCREMENT COMMENT '自增主键ID',
   `tenant_id`     varchar(64)  NOT NULL COMMENT '租户ID',
   `related_type`  tinyint(4)   NOT NULL COMMENT '关联类型：1线索/2商机/3项目',