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No coding experience needed. You describe it; Claude Code builds it, on your own laptop.不需要会写代码。你来描述，Claude Code 在你自己的电脑上把它做出来。
Claude Code reads files, writes code, runs it and fixes errors. Your job: say what you want, and check what it did.Claude Code 读文件、写代码、运行、修错。你的工作：说清要什么，检查它做了什么。
Holdings by currency, maturities by month.按币种看持仓，按月份看到期。
Idea → Discussing → Proposal → Won.想法 → 洽谈 → 方案 → 成交。
Profile, family links, meetings, promises.资料、家庭关联、会议、承诺。
Client information is protected by section 47 of the Banking Act.客户信息受《银行法》第 47 条保护。
The PDPA covers names, contacts and family details.PDPA 保护姓名、联系方式和家庭信息。
Unapproved AI tools may be banned. Your firm's rule wins.未批准的 AI 工具可能被禁止。以公司规定为准。
Five checks. Fifteen minutes at home.五项准备，在家 15 分钟。
Pro or higher. The free plan has no Claude Code.Pro 或更高。免费版不含 Claude Code。
macOS 13+ or Windows 10+.macOS 13+ 或 Windows 10+。
Install it from claude.com/download and sign in.从 claude.com/download 安装并登录。
From python.org. Our CRM needs nothing else.从 python.org 安装。CRM 不需要别的。
Make a folder my-crm. Put clients_demo.csv in it.建文件夹 my-crm，放入 clients_demo.csv。
In the browser.在浏览器里。
In a folder on your laptop.在你电脑上的一个文件夹里。
Only what you paste.只有你贴进去的内容。
The files in that folder.那个文件夹里的文件。
Answers and drafts.回答问题、起草文字。
Writes code, runs it, fixes it.写代码、运行、修错。
Read the answer.读答案。
Approve actions. Test the app.批准操作，测试应用。
Say what you want, like briefing a junior.像给新同事布置任务一样说清楚。
Ask for a plan before any code. Read it.写代码之前先要计划，读一遍。
It asks before editing files or running commands.改文件、运行命令前，它会先征求同意。
Open the app. Say what is wrong. Repeat.打开应用，说哪里不对，再来一轮。
Opens in your browser: list, search, client pages.在浏览器打开：列表、搜索、客户页。
A short Python program that runs on your laptop.一段在你电脑上运行的 Python 小程序。
One file, crm.db. Copy it, back it up, own it.一个文件 crm.db。可复制、可备份、归你所有。
Claude desktop app → Code tab.Claude 桌面应用 → Code 标签页。
Choose my-crm. Claude works only there.选 my-crm。Claude 只在这里工作。
Ask: “What files are in this folder?”问它：「这个文件夹里有哪些文件？」
Right. The app runs Claude Code for you.对，桌面应用替你运行 Claude Code。
Create CLAUDE.md with these project rules: - I'm a banker, not a programmer. Use plain English. - I don't use Terminal. Start and stop the app for me. - The app is bilingual: English first, Chinese second. - Python standard library only (sqlite3). No installs. - All data is in crm.db. Never delete it. Back it up. - Use only the fictional clients in clients_demo.csv. - After each change, run the app; tell me how to test. - If you are unsure, ask me. Do not guess.
请创建 CLAUDE.md 文件，写入以下项目规则： - 我是银行家，不是程序员。请用日常语言解释。 - 我不用终端。由你帮我启动和停止应用。 - 应用是中英双语的：英文在前，中文在后。 - 只用 Python 标准库（sqlite3、http.server），不装任何东西。 - 所有数据都在 crm.db。永远不删它，改动前先备份。 - 只用 clients_demo.csv 里的虚构客户。 - 每次改完，运行应用，并告诉我怎么测试。 - 不确定就问我，不要猜。
Plan first. Do not write code yet. Build a client book web app that runs on my laptop: - Import clients_demo.csv into crm.db - Labels in English and Chinese, e.g. "Clients 客户" - Show Chinese names and notes when the file has them - Search by name (English or Chinese), company or tag - Client page: profile, meeting notes, open promises - Start it with one command and open it in my browser Show me the plan in plain English. Wait for my OK.
先做计划，先不要写代码。 做一个在我电脑上运行的客户簿网页应用： - 把 clients_demo.csv 导入 crm.db - 界面中英双语，例如「Clients 客户」 - 文件里有中文名和中文备注时，一起显示 - 可按姓名（中英文）、公司或标签搜索 - 客户页：资料、会议记录、未完成的承诺 - 一条命令启动，并在浏览器里打开 用日常语言给我看计划，等我确认。
“The plan is good. Build it.”「计划可以，开始做。」
Read each request, then allow it.每个请求先读，再允许。
Claude starts the app. Click its link.Claude 启动应用，点它给的链接。
Search “陈伟明”. Open him. Add a note.搜「陈伟明」，打开，加一条笔记。
“I clicked Search. Nothing happened.”「我点了搜索，没反应。」
Claude may be mid-change. Wait, then ask: “Is the app running?”它可能正在改。等它说好，再问「应用在运行吗？」
“Undo your last change.”「撤回你刚才的改动。」
A new session still reads CLAUDE.md.新对话照样会读 CLAUDE.md。
# 1 · due soon Add a "Due in 30 days" page: KYC, maturities, birthdays, promises. # 2 · keep my data Add an "Export to CSV" button on the client list that downloads all clients. Back up crm.db every time the app starts. # 3 · meeting log On each client page, add a box to log a meeting: date, notes, promises with due dates.
# 1 · 到期清单 加一个「30 天内到期」页面：KYC、 产品到期、生日、承诺。 # 2 · 保护数据 在客户列表上加「导出 CSV」按钮， 导出全部客户。 每次启动应用时备份 crm.db。 # 3 · 会议记录 在每个客户页加一个记录会议的框： 日期、笔记、承诺和到期日。
# after the meeting Log this meeting for Tan Wei Ming in crm.db: [your notes]. Pull out promises and due dates. Mark anything unclear as CHECK. # before the meeting From crm.db, brief me on Tan Wei Ming in one page: last meeting, open promises, what is due in 60 days. # every Monday List everything due this week.
# 会后 在 crm.db 里记录这次和陈伟明的会面： [你的笔记]。提取承诺和到期日， 不清楚的标为 CHECK。 # 会前 根据 crm.db，用一页纸给我做陈伟明的 会前简报：上次会面、未完成的承诺、 60 天内到期的事项。 # 每周一 列出本周到期的所有事项。
# find Which clients have money maturing before Chinese New Year 2027, and have not had a meeting in 60 days? # connect Which clients hold foreign currency and have family studying abroad? # prioritise Rank who I should call first in the next 30 days, by amount maturing. One line each: why.
# 查找 哪些客户在 2027 年农历新年前 有资金到期，而且 60 天没见过面？ # 关联 哪些客户持有外币，而且有家人 在国外读书或准备出国？ # 排序 未来 30 天我该先打给谁？ 按到期金额排，每位一句理由。
# A · dashboard Add a home dashboard: holdings by currency, and a bar chart of amounts maturing by month for 12 months. Plain HTML and SVG, no libraries. # B · family links Let me link clients who are family or business partners. Show the links on each client page. # C · opportunities Add an opportunities board: Idea, Discussing, Proposal sent, Won, Lost.
# A · 仪表盘 加一个首页仪表盘：按币种的持仓， 以及未来 12 个月按月份的到期金额 柱状图。只用 HTML 和 SVG，不用库。 # B · 家庭关联 让我把家人或生意伙伴的客户关联 起来，并在客户页上显示。 # C · 商机看板 加一个商机看板：想法、洽谈中、 已发方案、成交、未成。
Every new feature starts with “plan first”.每个新功能都从「先计划」开始。
One feature, one test, then the next.一个功能、一次测试，再做下一个。
“Set up git and commit after each step that works.”「设置 git，每做好一步就存一次档。」
Never approve a command you do not understand.看不懂的命令，绝不批准。
Check every amount and date it writes.它写的每个金额、日期都要核对。
No product picks. No return forecasts.不推荐产品，不预测收益。
It drafts. You decide what goes out.它起草，发不发由你决定。
What it reads goes to the model.它读的内容会发给模型。
Real client data only where your firm allows.真实客户数据只放在公司允许的地方。
Your firm's system stays the record.公司系统仍是正式记录。
Five things by the end of next week.下周结束前做这五件事。
Which AI tools? Which data?批准哪些工具？哪些数据？
Plan first, then build, then test.先计划，再做，再测。
Copy my-crm to a safe place.把 my-crm 复制到安全的地方。
Add a rule each time it gets something wrong.它每错一次，就加一条规则。
Open my-crm. Say “Start my CRM.”打开 my-crm，说「启动我的 CRM」。
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