feat(customer): 网站客户身份签发与长期负责人绑定

可信客户身份由站点后端签发，长期负责人与本次接待人分开保存。

backend/app/crm/mapping.py

@@ -0,0 +1,143 @@
+"""
+Copyright 2024-2026 ChatterMate
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+import html
+from typing import Optional, Tuple
+
+from app.crm.base import LeadPayload
+from app.models.customer import Customer
+from app.models.lead_capture import LeadCaptureConfig, LeadCaptureResponse
+
+# Standard field keys the agent collects; everything else is a custom field.
+_STANDARD_KEYS = {"email", "name", "company", "phone"}
+
+
+def _payload_from_values(
+    values: dict,
+    customer: Optional[Customer],
+    config: Optional[LeadCaptureConfig],
+    summary: Optional[str],
+    ref_id,
+) -> LeadPayload:
+    """Fold captured field values into the provider-agnostic push payload.
+
+    `values` holds what the agent extracted conversationally (email/name/
+    company/phone + custom_N); the Customer row backfills anything blank. Custom
+    answers are labeled from the agent's field config. Company has no Customer
+    column, so it comes from the captured values only.
+    """
+    values = values or {}
+    email = (values.get("email") or (customer.email if customer else "") or "").strip().lower()
+
+    labels = _custom_field_labels(config)
+    custom_fields = {
+        labels.get(key, key): str(value)
+        for key, value in values.items()
+        if key not in _STANDARD_KEYS and value not in (None, "")
+    }
+
+    lead_source = (customer.lead_source if customer else None) or {}
+
+    return LeadPayload(
+        lead_response_id=ref_id,
+        email=email,
+        name=_first_truthy(values.get("name"), customer.full_name if customer else None),
+        company=values.get("company") or None,
+        phone=_first_truthy(values.get("phone"), customer.phone if customer else None),
+        summary=summary,
+        custom_fields=custom_fields,
+        source_url=lead_source.get("page_url"),
+    )
+
+
+def build_lead_payload(
+    response: LeadCaptureResponse,
+    config: Optional[LeadCaptureConfig],
+    customer: Optional[Customer],
+) -> LeadPayload:
+    """Auto path: fold one captured lead response into the push payload."""
+    return _payload_from_values(
+        response.field_values, customer, config, response.summary, response.id)
+
+
+def build_customer_payload(
+    customer: Customer,
+    attributes: Optional[dict] = None,
+    summary: Optional[str] = None,
+    config: Optional[LeadCaptureConfig] = None,
+) -> LeadPayload:
+    """Manual "Sync now": build from the person's captured attributes (the same
+    merged field_values the People drawer shows) so name/company/phone/custom
+    answers all sync — not just the sparse Customer columns. Integrator-supplied
+    meta_data is folded in as extra custom fields."""
+    payload = _payload_from_values(attributes, customer, config, summary, customer.id)
+    meta = customer.meta_data if isinstance(customer.meta_data, dict) else {}
+    for key, value in meta.items():
+        if value not in (None, "") and str(key) not in payload.custom_fields:
+            payload.custom_fields[str(key)] = str(value)
+    return payload
+
+
+def split_name(name: Optional[str]) -> Tuple[str, str]:
+    """Best-effort (first, last) split for CRMs with separate name fields."""
+    if not name or not name.strip():
+        return "", ""
+    parts = name.strip().split()
+    if len(parts) == 1:
+        return parts[0], ""
+    return " ".join(parts[:-1]), parts[-1]
+
+
+def build_note_body(payload: LeadPayload) -> str:
+    """The context note attached to the CRM record: AI qualification summary,
+    custom answers, and where the lead came from. Shared across providers.
+
+    Returns HTML — both HubSpot (hs_note_body) and Pipedrive (note content)
+    render notes as HTML, so plain newlines would collapse and run the summary
+    into the header. Labelled lines keep the AI summary unmistakable; dynamic
+    values are escaped."""
+    lines = ["<b>Lead captured by ChatterMate</b>"]
+    if payload.summary:
+        lines.append(f"<b>AI summary:</b> {html.escape(payload.summary)}")
+    for label, value in (payload.custom_fields or {}).items():
+        lines.append(f"<b>{html.escape(str(label))}:</b> {html.escape(str(value))}")
+    if payload.source_url:
+        url = html.escape(payload.source_url)
+        # Only render an anchor for http(s); a javascript:/data: page_url would
+        # otherwise become a clickable link in the CRM note.
+        if payload.source_url.lower().startswith(("http://", "https://")):
+            lines.append(f'Captured on: <a href="{url}">{url}</a>')
+        else:
+            lines.append(f"Captured on: {url}")
+    return "<br>".join(lines)
+
+
+def _custom_field_labels(config: Optional[LeadCaptureConfig]) -> dict:
+    """key -> human label for the agent's configured custom fields."""
+    if config is None or not config.fields:
+        return {}
+    return {
+        f["key"]: f.get("label") or f["key"]
+        for f in config.fields
+        if isinstance(f, dict) and f.get("key")
+    }
+
+
+def _first_truthy(*values: Optional[str]) -> Optional[str]:
+    for value in values:
+        if value and str(value).strip():
+            return str(value).strip()
+    return None