Scenario 2: 新增企業客戶(含聯絡人資訊)
User Story: US-301: 客戶基本資料管理
Given: 系統初始狀態
已登入用戶
{
"userId": "staff-001",
"email": "staff@florist.com",
"role": "SALES_STAFF",
"tenantId": "ROLE_FLORIST-abc",
"tenantName": "ABC 花店",
"name": "王店員"
}
租戶設定
{
"tenantId": "ROLE_FLORIST-abc",
"tenantCode": "ABC",
"customerNumberPrefix": "ABC-CUST-",
"currentCustomerNumber": 1
}
When: 執行操作
API 請求
POST /api/v1/customers
Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
Content-Type: application/json
{
"type": "corporate",
"companyName": "XX 科技股份有限公司",
"taxId": "12345678",
"industry": "technology",
"phone": "02-1234-5678",
"address": "台北市信義區信義路五段 100 號",
"email": "contact@xxtech.com",
"contacts": [
{
"name": "張經理",
"title": "業務經理",
"phone": "0912-111-222",
"email": "chang@xxtech.com",
"isPrimary": true
},
{
"name": "李助理",
"title": "業務助理",
"phone": "0912-333-444",
"email": "lee@xxtech.com",
"isPrimary": false
}
],
"cooperationStartDate": "2025-01-01",
"paymentTerms": "net30"
}
Then: 預期結果
1. HTTP 響應狀態碼
201 Created
2. 響應 Payload
{
"id": "cust-002",
"customerNumber": "ABC-CUST-000002",
"type": "corporate",
"companyName": "XX 科技股份有限公司",
"taxId": "12345678",
"industry": "technology",
"phone": "0212345678",
"address": "台北市信義區信義路五段 100 號",
"email": "contact@xxtech.com",
"status": "active",
"tier": "regular",
"totalSpent": 0,
"totalOrders": 0,
"lastOrderDate": null,
"cooperationStartDate": "2025-01-01",
"paymentTerms": "net30",
"contacts": [
{
"id": "contact-001",
"name": "張經理",
"title": "業務經理",
"phone": "0912111222",
"email": "chang@xxtech.com",
"isPrimary": true
},
{
"id": "contact-002",
"name": "李助理",
"title": "業務助理",
"phone": "0912333444",
"email": "lee@xxtech.com",
"isPrimary": false
}
],
"createdAt": "2025-11-04T10:05:00Z",
"updatedAt": "2025-11-04T10:05:00Z"
}
3. 資料庫狀態變更
customers 表新增記錄
{
"id": "cust-002",
"tenantId": "ROLE_FLORIST-abc",
"customerNumber": "ABC-CUST-000002",
"type": "corporate",
"companyName": "XX 科技股份有限公司",
"taxId": "12345678",
"industry": "technology",
"phone": "0212345678",
"address": "台北市信義區信義路五段 100 號",
"email": "contact@xxtech.com",
"status": "active",
"tier": "regular",
"totalSpent": 0,
"totalOrders": 0,
"lastOrderDate": null,
"cooperationStartDate": "2025-01-01",
"paymentTerms": "net30",
"createdAt": "2025-11-04T10:05:00Z",
"updatedAt": "2025-11-04T10:05:00Z",
"createdBy": "staff-001"
}
customer_contacts 表新增記錄
[
{
"id": "contact-001",
"customerId": "cust-002",
"name": "張經理",
"title": "業務經理",
"phone": "0912111222",
"email": "chang@xxtech.com",
"isPrimary": true,
"createdAt": "2025-11-04T10:05:00Z"
},
{
"id": "contact-002",
"customerId": "cust-002",
"name": "李助理",
"title": "業務助理",
"phone": "0912333444",
"email": "lee@xxtech.com",
"isPrimary": false,
"createdAt": "2025-11-04T10:05:00Z"
}
]
4. 業務規則驗證
✅ 統一編號格式驗證
- 輸入:
12345678 - 驗證: 8 位數字格式正確
✅ 聯絡人管理
- 至少一位聯絡人: ✅ (2 位)
- 僅一位主要聯絡人: ✅ (張經理)
✅ 月結帳期設定
- 支付條款:
net30(月結 30 天)
✅ 多租戶隔離
- 客戶與聯絡人都關聯到
tenantId: ROLE_FLORIST-abc
5. 審計日誌
{
"action": "CREATE_CUSTOMER",
"tenantId": "ROLE_FLORIST-abc",
"userId": "staff-001",
"resourceType": "customer",
"resourceId": "cust-002",
"details": {
"customerNumber": "ABC-CUST-000002",
"companyName": "XX 科技股份有限公司",
"taxId": "12345678",
"contactsCount": 2
},
"timestamp": "2025-11-04T10:05:00Z"
}
驗證重點
- 企業客戶必填欄位驗證通過(公司名稱、電話、聯絡人)
- 統一編號格式驗證正確(8 位數字)
- 聯絡人資訊正確儲存(2 位聯絡人)
- 主要聯絡人標記正確(僅一位)
- 企業客戶專屬欄位正確儲存(產業類別、合作日期、月結帳期)
- 多租戶隔離正確