feat: 个人用户聚合视图 — 客户管理双Tab+四模块数据聚合

- customers 表新增 customer_type 列 (unit/individual)
- 客户管理页：单位客户 | 个人用户 Tab 切换
- 个人用户 Tab: 直接内嵌4 Tab 显示所有个人用户的聚合数据
- 个人用户通过业务模块快速新建产生 (customer_type=individual)
- 4个业务API新增 customer_type 筛选参数（JOIN customers）
- 客户列表排序: 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/api/key_visits.py

@@ -36,6 +36,7 @@ async def _enrich(k: KeyVisit, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_key_visits(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -44,6 +45,8 @@ async def list_key_visits(
         query = query.where(KeyVisit.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(KeyVisit.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, KeyVisit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
     query = query.order_by(KeyVisit.planned_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(k, db) for k in result.scalars().all()]

backend/app/api/mini_business.py

@@ -35,6 +35,7 @@ async def _enrich(m: MiniBusiness, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_mini_business(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -43,6 +44,8 @@ async def list_mini_business(
         query = query.where(MiniBusiness.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(MiniBusiness.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, MiniBusiness.customer_id == Customer.id).where(Customer.customer_type == customer_type)
     query = query.order_by(MiniBusiness.expected_revenue_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(m, db) for m in result.scalars().all()]

backend/app/api/visits.py

@@ -62,6 +62,7 @@ async def list_visits(
     date_from: Optional[str] = Query(None),
     date_to: Optional[str] = Query(None),
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -77,6 +78,8 @@ async def list_visits(
         query = query.where(Visit.visit_date <= parse_date(date_to))
     if customer_id:
         query = query.where(Visit.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, Visit.customer_id == Customer.id).where(Customer.customer_type == customer_type)
 
     query = query.order_by(Visit.visit_date.desc(), Visit.created_at.desc()).limit(200)
     result = await db.execute(query)

backend/app/api/work_plans.py

@@ -35,6 +35,7 @@ async def _enrich(wp: WorkPlan, db: AsyncSession) -> dict:
 @router.get("/")
 async def list_work_plans(
     customer_id: Optional[str] = Query(None),
+    customer_type: Optional[str] = Query(None),
     current_user: dict = Depends(get_current_user),
     db: AsyncSession = Depends(get_db),
 ):
@@ -43,6 +44,8 @@ async def list_work_plans(
         query = query.where(WorkPlan.manager_id == uuid.UUID(current_user["user_id"]))
     if customer_id:
         query = query.where(WorkPlan.customer_id == uuid.UUID(customer_id))
+    if customer_type:
+        query = query.join(Customer, WorkPlan.customer_id == Customer.id).where(Customer.customer_type == customer_type)
     query = query.order_by(WorkPlan.plan_date.desc()).limit(200)
     result = await db.execute(query)
     return [await _enrich(w, db) for w in result.scalars().all()]

backend/app/main.py

@@ -42,6 +42,9 @@ 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"
         ))
+        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")
     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