feat: 客户管理新增个人用户类型，双Tab分离管理

- customers 表新增 customer_type 列 (unit/individual)
- 列表按个人优先排序，支持 customer_type 筛选
- PC端 el-radio-group 切换：单位客户 | 个人用户
- 个人用户表单: 仅姓名+备注，隐藏行业/地址/业务/月费/客户经理/联系人
- 所有业务模块客户搜索下拉中个人用户置顶

Co-Authored-By: Claude <noreply@anthropic.com>

backend/app/api/customers.py

@@ -50,6 +50,7 @@ async def list_customers(
     industry: Optional[str] = Query(None),
     service: Optional[str] = Query(None),
     manager_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     page: int = Query(1, ge=1),
     page_size: int = Query(100, ge=1, le=1000),
     current_user: dict = Depends(get_current_user),
@@ -60,6 +61,8 @@ async def list_customers(
 
     base_query = select(Customer)
 
+    if customer_type:
+        base_query = base_query.where(Customer.customer_type == customer_type)
     if industry:
         base_query = base_query.where(Customer.industry.ilike(f"%{industry}%"))
     if service:
@@ -89,7 +92,7 @@ async def list_customers(
 
     # Paginate
     offset = (page - 1) * page_size
-    query = base_query.order_by(Customer.name).offset(offset).limit(page_size)
+    query = base_query.order_by(Customer.customer_type, Customer.name).offset(offset).limit(page_size)
     result = await db.execute(query)
     items = result.scalars().all()
 

backend/app/main.py

@@ -42,6 +42,10 @@ async def lifespan(app: FastAPI):
         await conn.run_sync(lambda c: c.exec_driver_sql(
             "ALTER TABLE customers ADD COLUMN IF NOT EXISTS last_visit_manager_id UUID"
         ))
+        # v0.9 — customer_type for unit vs individual
+        await conn.run_sync(lambda c: c.exec_driver_sql(
+            "ALTER TABLE customers ADD COLUMN IF NOT EXISTS customer_type VARCHAR(20) DEFAULT 'unit'"
+        ))
         # New columns for v0.4
         await conn.run_sync(lambda c: c.exec_driver_sql(
             "ALTER TABLE visits ADD COLUMN IF NOT EXISTS companion_names TEXT[] DEFAULT '{}'"

backend/app/models/customer.py

@@ -11,6 +11,7 @@ class Customer(Base):
 
     id: Mapped[uuid.UUID] = mapped_column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
     name: Mapped[str] = mapped_column(String(200), index=True)
+    customer_type: Mapped[str] = mapped_column(String(20), default="unit")  # unit / individual
     industry: Mapped[str] = mapped_column(String(100), default="")
     address: Mapped[str] = mapped_column(String(500), default="")
     in_use_services: Mapped[str] = mapped_column(Text, default="")

backend/app/schemas/customer.py

@@ -45,6 +45,7 @@ class ContactOut(BaseModel):
 # ── Customer ──
 class CustomerCreate(BaseModel):
     name: str
+    customer_type: str = "unit"
     industry: str = ""
     address: str = ""
     in_use_services: str = ""
@@ -56,6 +57,7 @@ class CustomerCreate(BaseModel):
 
 class CustomerUpdate(BaseModel):
     name: Optional[str] = None
+    customer_type: Optional[str] = None
     industry: Optional[str] = None
     address: Optional[str] = None
     in_use_services: Optional[str] = None
@@ -67,6 +69,7 @@ class CustomerUpdate(BaseModel):
 class CustomerOut(BaseModel):
     id: uuid.UUID
     name: str
+    customer_type: str = "unit"
     industry: str
     address: str
     in_use_services: str
@@ -84,6 +87,7 @@ class CustomerOut(BaseModel):
 class CustomerListOut(BaseModel):
     id: uuid.UUID
     name: str
+    customer_type: str = "unit"
     industry: str
     in_use_services: str
     primary_manager_name: Optional[str] = None

frontend/src/views/desktop/CustomerManage.vue

@@ -15,6 +15,7 @@ const search = ref('')
 const filterIndustry = ref('')
 const filterService = ref('')
 const filterManagerId = ref('')
+const customerType = ref('unit')  // 'unit' or 'individual'
 const customers = ref<any[]>([])
 const currentPage = ref(1)
 const pageSize = ref(25)
@@ -23,7 +24,7 @@ const dialogVisible = ref(false)
 const dialogTitle = ref('新建客户')
 const editId = ref('')
 const form = ref({
-  name: '', industry: '', address: '', in_use_services: '',
+  name: '', customer_type: 'unit', industry: '', address: '', in_use_services: '',
   fee_amount: '', fee_unit: '元/月',
   remarks: '',
   contacts: [] as any[],
@@ -68,6 +69,7 @@ async function loadCustomers() {
     if (filterIndustry.value) params.industry = filterIndustry.value
     if (filterService.value) params.service = filterService.value
     if (filterManagerId.value) params.manager_id = filterManagerId.value
+    if (customerType.value) params.customer_type = customerType.value
     const res = await customersApi.list(params)
     customers.value = res.data.items
     total.value = res.data.total
@@ -101,7 +103,7 @@ function parseMonthlyFee(fee: string) {
 }
 
 function resetForm() {
-  form.value = { name: '', industry: '', address: '', in_use_services: '', fee_amount: '', fee_unit: '元/月', remarks: '', contacts: [], assignee_id: '' }
+  form.value = { name: '', customer_type: customerType.value, industry: '', address: '', in_use_services: '', fee_amount: '', fee_unit: '元/月', remarks: '', contacts: [], assignee_id: '' }
   feeCustomUnit.value = ''
   existingContacts.value = []
 }
@@ -128,7 +130,7 @@ async function openEdit(customer: any) {
     const res = await customersApi.get(customer.id)
     const c = res.data
     resetForm()
-    form.value.name = c.name; form.value.industry = c.industry; form.value.address = c.address
+    form.value.name = c.name; form.value.customer_type = c.customer_type || 'unit'; form.value.industry = c.industry; form.value.address = c.address
     form.value.in_use_services = c.in_use_services; form.value.remarks = c.remarks || ''
     parseMonthlyFee(c.monthly_fee)
     existingContacts.value = c.contacts || []
@@ -141,7 +143,7 @@ async function handleSubmit() {
   const monthly_fee = buildMonthlyFee()
   try {
     if (editId.value) {
-      const body: any = { name: form.value.name, industry: form.value.industry, address: form.value.address, in_use_services: form.value.in_use_services, monthly_fee, remarks: form.value.remarks }
+      const body: any = { name: form.value.name, customer_type: form.value.customer_type, industry: form.value.industry, address: form.value.address, in_use_services: form.value.in_use_services, monthly_fee, remarks: form.value.remarks }
       if (form.value.assignee_id) body.assignee_id = form.value.assignee_id
       await customersApi.update(editId.value, body)
       for (const c of form.value.contacts) {
@@ -149,7 +151,7 @@ async function handleSubmit() {
       }
       ElMessage.success('已更新')
     } else {
-      await customersApi.create({ name: form.value.name, industry: form.value.industry, address: form.value.address, in_use_services: form.value.in_use_services, monthly_fee, remarks: form.value.remarks, contacts: form.value.contacts, assignee_id: form.value.assignee_id || undefined })
+      await customersApi.create({ name: form.value.name, customer_type: form.value.customer_type, industry: form.value.industry, address: form.value.address, in_use_services: form.value.in_use_services, monthly_fee, remarks: form.value.remarks, contacts: form.value.contacts, assignee_id: form.value.assignee_id || undefined })
       ElMessage.success('已创建')
     }
     dialogVisible.value = false
@@ -329,6 +331,14 @@ async function handleImport() {
       <div class="page-rule"></div>
     </div>
 
+    <!-- Customer Type Tabs -->
+    <div style="margin-bottom:14px">
+      <el-radio-group v-model="customerType" @change="(v: string) => { customerType = v; onFilterChange() }">
+        <el-radio-button value="unit">单位客户</el-radio-button>
+        <el-radio-button value="individual">个人用户</el-radio-button>
+      </el-radio-group>
+    </div>
+
     <!-- Search & Filter -->
     <el-card style="margin-bottom: 16px;">
       <el-row :gutter="12" align="middle">
@@ -363,7 +373,12 @@ async function handleImport() {
       <el-table :data="customers" stripe v-column-resize @selection-change="onSelectionChange">
         <el-table-column v-if="auth.isDirector" type="selection" width="50" />
         <el-table-column type="index" label="序号" width="60" :index="(idx: number) => (currentPage - 1) * pageSize + idx + 1" />
-        <el-table-column prop="name" label="单位名称" min-width="180">
+        <el-table-column label="类型" width="70">
+          <template #default="{ row }">
+            <el-tag size="small" :type="row.customer_type === 'individual' ? 'info' : ''" effect="plain">{{ row.customer_type === 'individual' ? '个人' : '单位' }}</el-tag>
+          </template>
+        </el-table-column>
+        <el-table-column prop="name" :label="customerType === 'individual' ? '姓名' : '单位名称'" min-width="180">
           <template #default="{ row }">
             <el-link type="primary" @click="openDetail(row)">{{ row.name }}</el-link>
           </template>
@@ -389,7 +404,8 @@ async function handleImport() {
     <!-- Create/Edit Dialog -->
     <el-dialog v-model="dialogVisible" :title="dialogTitle" width="520px">
       <el-form label-position="top">
-        <el-form-item label="单位名称" required><el-input v-model="form.name" placeholder="请输入单位名称" @blur="checkName" /><el-alert v-if="duplicateHint" :title="duplicateHint" type="warning" :closable="false" style="margin-top:6px" /></el-form-item>
+        <el-form-item :label="form.customer_type === 'individual' ? '姓名' : '单位名称'" required><el-input v-model="form.name" :placeholder="form.customer_type === 'individual' ? '请输入姓名' : '请输入单位名称'" @blur="checkName" /><el-alert v-if="duplicateHint" :title="duplicateHint" type="warning" :closable="false" style="margin-top:6px" /></el-form-item>
+        <template v-if="form.customer_type === 'unit'">
         <el-form-item label="所属行业"><el-input v-model="form.industry" placeholder="如: 教育、医疗、政府..." /></el-form-item>
         <el-form-item label="单位地址"><el-input v-model="form.address" /></el-form-item>
         <el-form-item label="在用业务"><el-input v-model="form.in_use_services" placeholder="如: 云桌面、专线、视频会议" /></el-form-item>
@@ -404,7 +420,9 @@ async function handleImport() {
             <el-col v-if="form.fee_unit === '自定义'" :span="8"><el-input v-model="feeCustomUnit" placeholder="单位" /></el-col>
           </el-row>
         </el-form-item>
+        </template>
         <el-form-item label="备注"><el-input v-model="form.remarks" type="textarea" :rows="2" placeholder="备注信息..." /></el-form-item>
+        <template v-if="form.customer_type === 'unit'">
         <el-form-item label="归属客户经理" v-if="auth.isDirector">
           <el-select v-model="form.assignee_id" :placeholder="editId ? '留空则不修改' : '不选则默认分配给自己'" clearable style="width:100%">
             <el-option v-for="m in managers" :key="m.id" :label="m.name" :value="m.id" />
@@ -424,6 +442,7 @@ async function handleImport() {
           </div>
           <el-button size="small" @click="form.contacts.push({name:'',phone:'',role_desc:''})">+ 添加联系人</el-button>
         </el-form-item>
+        </template>
       </el-form>
       <template #footer>
         <el-button @click="dialogVisible = false">取消</el-button>