# Field Schema

## Workbook Priority

Use the workbook passed by `--excel` first. If missing, resolve the project workbook by the workbook resolver. In a brand-new environment, copy `assets/blank_customer_outreach_workbook.xlsx` to the project directory and write to the copied workbook. Never write business data into the skill asset template.

## Single Customer Master Table

All new customer records must be written directly to `客户信息汇总表`. Do not create new customer rows in channel sheets such as `Facebook`, `LinkedIn`, `Google Maps`, `汽车网站精选线索`, or `本地汽车网站`.

Legacy channel sheets may remain in old workbooks. They are read-only compatibility inputs for `scripts/common/build_customer_summary.py`; they are not the default write targets.

`客户信息汇总表` headers must be exactly:

`公司姓名`, `国家`, `城市`, `客户类型`, `官网链接`, `联系人`, `职位`, `个人邮箱`, `联系人电话`, `Facebook主页链接`, `linkined主页链接`, `google map链接`, `公共电话/WhatsApp`, `公共邮箱`, `客户属性`, `线索等级`, `需人工确认`, `建联状态`, `下次跟进`, `备注`

## Field Meaning

- `公司姓名`: company/customer name.
- `客户属性`: one of the five broad customer attributes.
- `客户类型`: one matching subtype under the selected customer attribute.
- `官网链接`: real external company website only; do not store Facebook, Instagram, WhatsApp, YouTube, TikTok, LinkedIn, or Google Maps here.
- `Facebook主页链接`: Facebook Page URL used for follow/DM/status tracking.
- `linkined主页链接`: LinkedIn company/person URL. Keep the existing misspelling for workbook compatibility.
- `google map链接`: Google Maps business/detail link. Keep query/cid/place identifiers when available.
- `个人邮箱`: named person email when known.
- `公共邮箱`: company/public email from public pages, `mailto:`, directories, or website Contact/About pages. Do not guess.
- `线索等级`: `A`, `B`, or `C`.
- `需人工确认`: use `否` when no manual review is needed; otherwise write concrete reasons separated by `；`.
- `备注`: Chinese structured evidence, source, risk, batch-sales potential, and update history.

## Customer Taxonomy

| 客户属性 | 允许的客户类型 |
|---|---|
| `汽车渠道合作伙伴` | `汽车进口商`、`全国代理商`、`全国分销商`、`区域分销商`、`多品牌经销商`、`商用车渠道商`、`中国品牌经销商`、`新能源或小型车渠道商` |
| `批量采购与运营客户` | `汽车租赁公司`、`长期租赁公司`、`企业车队`、`物流配送企业`、`政府或机构采购方` |
| `二手车转型候选` | `连锁二手车企业`、`实体二手车企业`、`进口二手车企业`、`新车与二手车综合企业` |
| `平台与行业渠道` | `汽车交易平台`、`汽车协会`、`商会`、`车商联盟`、`经销商资源引荐机构` |
| `生态支持资源` | `售后服务网络`、`备件供应与仓储企业`、`进口认证与上牌机构`、`金融保险机构`、`车辆物流企业` |

`主营业务` is not a summary-table column in the current reference format. When source records have `主营业务`, preserve it in `备注` as business evidence.

## Lead Grade

- `A`: clear importer, agent, distributor, multi-brand group, national network, dealer-resource platform, chamber/association/channel resource, or strong batch-sales potential.
- `B`: clear independent target but smaller or less proven, such as independent single-brand dealer, regional showroom, local dealership, or limited-scale channel.
- `C`: retained lead with value signal, but subject ownership, new-vehicle business, channel role, or public information remains uncertain.

## Manual Review Reasons

Do not write these reasons into `客户属性` or `客户类型`; they belong in `需人工确认`, `备注`, or preview JSON `risk_flags`:

- `主体归属待确认`
- `新车业务待确认`
- `平台与行业渠道主体待确认`
- `平台与行业渠道作用待确认`
- `仅电话/WhatsApp待人工确认`
- `详细信息待确认`
- `排他协议及新增品牌权限待确认`

Manual review is only for leads that already show target value but lack one key confirmation point. Low-value or irrelevant records should be skipped or marked low priority, not disguised as manual review.

## Duplicate Handling

Before writing, normalize and match by public email, personal email, phone/WhatsApp, Facebook link, LinkedIn link, Google Maps link, company website, then conservative normalized company name. Duplicate records merge into one summary row; fill empty fields and append multi-value fields with `；`.

## Facebook Conversation Sheet

`Facebook对话记录` remains a separate event log with fixed columns:

`记录ID`, `客户序号`, `客户姓名/公司`, `Facebook主页链接`, `Messenger线程ID`, `消息时间`, `消息方向`, `发件人`, `原文语言`, `对话原文`, `中文翻译`, `消息类型`, `是否有效客户回复`, `合作意向`, `意向判断依据`, `下一步建议`, `同步时间`, `来源账号/Profile ID`, `风险标记`

Conversation rows are never merged into customer rows. The latest customer reply summary updates the matched summary-table row. Keep `合作意向` and `意向判断依据` only for backward compatibility; the Skill no longer distinguishes Facebook reply quality, and must not write cooperation intent levels as the main customer status.

## Encoding Safety

Follow `references/encoding-and-excel-writeback.md` for every workbook write. After writing, reopen the workbook and scan for repeated question marks. A write-back is not complete unless `question_mark_cells = 0`.