feat(freelance,itops): P1-P4 智能业务引擎 + PDF 模板

freelance (P1+P3): - settings: 7 配置项 (公司/财务/提醒) - trigger_events: 5 个触发事件 (商机/合同/发票/任务/支出) - cascade: 5 处级联过滤 (合同→商机/报价, 发票→项目/合同, 工时→任务) - visible_when: 4 处条件显示 (收款日期/已付金额/实际工时/总金额) - validation: 2 处校验 (手机号/邮箱) - templates: 3 个 PDF 模板 (报价单/发票/合同) itops (P2+P4): - settings: 4 配置项 (SLA/提醒) - trigger_events: 4 个触发事件 (工单/合同/巡检) - cascade: 2 处级联过滤 (工单→合同, 巡检记录→合同) - visible_when: 6 处条件显示 (解决方案/响应时间/解决时间/关闭时间/问题/措施) - validation: 1 处校验 (合同编号格式) - templates: 1 个 PDF 模板 (维保合同)
2026-04-20 09:15:57 +08:00
parent 7e063a7e88
commit 301178067c
2 changed files with 211 additions and 0 deletions
--- a/crates/erp-plugin-freelance/plugin.toml
+++ b/crates/erp-plugin-freelance/plugin.toml
@@ -136,11 +136,13 @@ is_public = true
  name = "phone"
  field_type = "string"
  display_name = "电话"
+  validation = { pattern = "^1[3-9]\\d{9}$", message = "请输入有效的手机号" }

  [[schema.entities.fields]]
  name = "email"
  field_type = "string"
  display_name = "邮箱"
+  validation = { pattern = "^[^@]+@[^@]+\\.[^@]+$", message = "请输入有效的邮箱地址" }

  [[schema.entities.fields]]
  name = "industry"
@@ -359,6 +361,7 @@ display_name = "报价单"
  field_type = "decimal"
  display_name = "总金额"
  sortable = true
+  visible_when = "status != 'draft'"

  [[schema.entities.fields]]
  name = "notes"
@@ -452,12 +455,16 @@ display_name = "合同"
  field_type = "uuid"
  display_name = "关联商机"
  ref_entity = "opportunity"
+  cascade_from = "client_id"
+  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "quote_id"
  field_type = "uuid"
  display_name = "关联报价"
  ref_entity = "quote"
+  cascade_from = "client_id"
+  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "contract_number"
@@ -518,6 +525,7 @@ display_name = "合同"
  field_type = "decimal"
  display_name = "已付金额"
  default = 0
+  visible_when = "status != 'drafting'"

  [[schema.entities.fields]]
  name = "start_date"
@@ -728,6 +736,7 @@ display_name = "任务"
  name = "actual_hours"
  field_type = "decimal"
  display_name = "实际工时"
+  visible_when = "status != 'todo'"

  [[schema.entities.fields]]
  name = "description"
@@ -749,6 +758,8 @@ display_name = "工时记录"
  ref_entity = "task"
  ref_label_field = "title"
  ref_search_fields = ["title"]
+  cascade_from = "project_id"
+  cascade_filter = "project_id"

  [[schema.entities.fields]]
  name = "project_id"
@@ -798,12 +809,16 @@ display_name = "发票/收款"
  field_type = "uuid"
  display_name = "关联项目"
  ref_entity = "project"
+  cascade_from = "client_id"
+  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "contract_id"
  field_type = "uuid"
  display_name = "关联合同"
  ref_entity = "contract"
+  cascade_from = "client_id"
+  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "invoice_number"
@@ -861,6 +876,7 @@ display_name = "发票/收款"
  name = "payment_date"
  field_type = "date"
  display_name = "实际收款日期"
+  visible_when = "status == 'paid' || status == 'partial'"

  [[schema.entities.fields]]
  name = "notes"
@@ -920,6 +936,98 @@ display_name = "支出"
  field_type = "string"
  display_name = "描述"

+# ── 插件配置 ──
+
+[settings]
+
+  [[settings.fields]]
+  name = "company_name"
+  display_name = "公司名称"
+  field_type = "text"
+  required = true
+  group = "基本信息"
+
+  [[settings.fields]]
+  name = "currency_symbol"
+  display_name = "货币符号"
+  field_type = "text"
+  default_value = "¥"
+  group = "基本信息"
+
+  [[settings.fields]]
+  name = "default_tax_rate"
+  display_name = "默认税率(%)"
+  field_type = "number"
+  default_value = 6
+  range = [0.0, 100.0]
+  group = "财务"
+
+  [[settings.fields]]
+  name = "payment_reminder_days"
+  display_name = "收款提前提醒(天)"
+  field_type = "number"
+  default_value = 3
+  range = [1.0, 30.0]
+  group = "提醒"
+
+  [[settings.fields]]
+  name = "notify_contract_expiring"
+  display_name = "合同到期提醒"
+  field_type = "boolean"
+  default_value = true
+  group = "提醒"
+
+  [[settings.fields]]
+  name = "notify_payment_overdue"
+  display_name = "逾期收款提醒"
+  field_type = "boolean"
+  default_value = true
+  group = "提醒"
+
+  [[settings.fields]]
+  name = "notify_opportunity_followup"
+  display_name = "商机跟进提醒"
+  field_type = "boolean"
+  default_value = true
+  group = "提醒"
+
+# ── 触发事件 ──
+
+[[trigger_events]]
+name = "opportunity_stage_changed"
+display_name = "商机阶段变更"
+description = "商机阶段发生变化时通知，特别是成交或失败"
+entity = "opportunity"
+on = "update"
+
+[[trigger_events]]
+name = "contract_status_changed"
+display_name = "合同状态变更"
+description = "合同状态变化时检查到期预警"
+entity = "contract"
+on = "update"
+
+[[trigger_events]]
+name = "invoice_status_changed"
+display_name = "发票状态变更"
+description = "发票状态变化时检查逾期收款"
+entity = "invoice"
+on = "update"
+
+[[trigger_events]]
+name = "task_status_changed"
+display_name = "任务状态变更"
+description = "任务完成或取消时通知"
+entity = "task"
+on = "update"
+
+[[trigger_events]]
+name = "expense_created"
+display_name = "新支出记录"
+description = "记录新支出时通知"
+entity = "expense"
+on = "create"
+
 # ── 编号规则 ──

 [[numbering]]
@@ -943,6 +1051,26 @@ prefix = "INV"
 format = "{PREFIX}-{YEAR}-{SEQ}"
 seq_length = 4

+# ── 打印模板 ──
+
+[[templates]]
+name = "quote_pdf"
+display_name = "报价单"
+entity = "quote"
+format = "pdf"
+
+[[templates]]
+name = "invoice_pdf"
+display_name = "发票"
+entity = "invoice"
+format = "pdf"
+
+[[templates]]
+name = "contract_pdf"
+display_name = "合同"
+entity = "contract"
+format = "pdf"
+
 # ── 页面设计 ──

 # 页面 1：全局工作台
--- a/crates/erp-plugin-itops/plugin.toml
+++ b/crates/erp-plugin-itops/plugin.toml
@@ -76,6 +76,7 @@ display_name = "维保合同"
  required = true
  display_name = "合同编号"
  unique = true
+  validation = { pattern = "^SC-\\d{4}-\\d{4}$", message = "格式：SC-YYYY-NNNN" }

  [[schema.entities.fields]]
  name = "name"
@@ -190,6 +191,8 @@ display_name = "工单"
  ref_entity = "service_contract"
  ref_label_field = "name"
  ref_search_fields = ["name"]
+  cascade_from = "client_id"
+  cascade_filter = "client_id"

  [[schema.entities.fields]]
  name = "client_id"
@@ -279,21 +282,25 @@ display_name = "工单"
  field_type = "string"
  display_name = "解决方案"
  ui_widget = "textarea"
+  visible_when = "status == 'resolved' || status == 'closed'"

  [[schema.entities.fields]]
  name = "responded_at"
  field_type = "date_time"
  display_name = "首次响应时间"
+  visible_when = "status != 'open'"

  [[schema.entities.fields]]
  name = "resolved_at"
  field_type = "date_time"
  display_name = "解决时间"
+  visible_when = "status == 'resolved' || status == 'closed'"

  [[schema.entities.fields]]
  name = "closed_at"
  field_type = "date_time"
  display_name = "关闭时间"
+  visible_when = "status == 'closed'"

 # ── 3.3.3 check_plan（巡检计划）──

@@ -399,6 +406,8 @@ display_name = "巡检记录"
  field_type = "uuid"
  display_name = "维保合同"
  ref_entity = "service_contract"
+  cascade_from = "plan_id"
+  cascade_filter = "contract_id"

  [[schema.entities.fields]]
  name = "client_id"
@@ -439,12 +448,14 @@ display_name = "巡检记录"
  field_type = "string"
  display_name = "发现的问题"
  ui_widget = "textarea"
+  visible_when = "result == 'abnormal'"

  [[schema.entities.fields]]
  name = "actions_taken"
  field_type = "string"
  display_name = "采取措施"
  ui_widget = "textarea"
+  visible_when = "result == 'abnormal'"

  [[schema.entities.fields]]
  name = "notes"
@@ -452,6 +463,70 @@ display_name = "巡检记录"
  display_name = "备注"
  ui_widget = "textarea"

+# ── 插件配置 ──
+
+[settings]
+
+  [[settings.fields]]
+  name = "default_sla_response"
+  display_name = "默认SLA响应时间(小时)"
+  field_type = "number"
+  default_value = 8
+  range = [1.0, 72.0]
+  group = "SLA"
+
+  [[settings.fields]]
+  name = "default_sla_resolve"
+  display_name = "默认SLA解决时间(小时)"
+  field_type = "number"
+  default_value = 48
+  range = [1.0, 168.0]
+  group = "SLA"
+
+  [[settings.fields]]
+  name = "notify_sla_breach"
+  display_name = "SLA超标提醒"
+  field_type = "boolean"
+  default_value = true
+  group = "提醒"
+
+  [[settings.fields]]
+  name = "notify_check_due"
+  display_name = "巡检到期提醒"
+  field_type = "boolean"
+  default_value = true
+  group = "提醒"
+
+# ── 触发事件 ──
+
+[[trigger_events]]
+name = "ticket_created"
+display_name = "新工单"
+description = "创建工单时开始SLA计时并通知"
+entity = "ticket"
+on = "create"
+
+[[trigger_events]]
+name = "ticket_status_changed"
+display_name = "工单状态变更"
+description = "工单状态变化时检查SLA是否达标"
+entity = "ticket"
+on = "update"
+
+[[trigger_events]]
+name = "contract_status_changed"
+display_name = "维保合同状态变更"
+description = "合同状态变化时检查到期预警"
+entity = "service_contract"
+on = "update"
+
+[[trigger_events]]
+name = "check_plan_updated"
+display_name = "巡检计划更新"
+description = "巡检计划更新时检查下次巡检日期"
+entity = "check_plan"
+on = "update"
+
 # ── 编号规则 ──

 [[numbering]]
@@ -461,6 +536,14 @@ prefix = "SC"
 format = "{PREFIX}-{YEAR}-{SEQ}"
 seq_length = 4

+# ── 打印模板 ──
+
+[[templates]]
+name = "service_contract_pdf"
+display_name = "维保合同"
+entity = "service_contract"
+format = "pdf"
+
 # ── 页面设计 ──

 # 页面 1：合同管理 + 详情