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Mutual_Fund/model/customer_relation.py
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"""customer_relation 客户-投顾关系表 ORM 模型。
同时服务于:
- 投顾工作台(advisor):签约状态 unsigned/signed/closed,工作台为唯一写入方;
- 记忆/client_agent 模块:读取客户与投顾的当前或历史关系。
"""
from __future__ import annotations
from datetime import datetime
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from sqlalchemy import BigInteger, DateTime, String, func
from sqlalchemy.orm import Mapped, mapped_column
from model.base import Base
class CustomerRelation(Base):
__tablename__ = "customer_relation"
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__table_args__ = {"comment": "客户-投顾关系表(状态驱动:签约后投顾Agent方案正式触达客户)"}
id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
customer_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
advisor_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
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assign_time: Mapped[datetime] = mapped_column(
DateTime, nullable=False, server_default=func.now()
)
signed_time: Mapped[datetime | None] = mapped_column(DateTime)
end_time: Mapped[datetime | None] = mapped_column(DateTime)
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status: Mapped[str] = mapped_column(
String(16), nullable=False, server_default="unsigned"
)
reason: Mapped[str | None] = mapped_column(String(128))