feat(plugin,freelance,itops,web): P5-P6 dashboard widgets 平台扩展 + 仪表盘声明

P5 平台扩展: - manifest.rs: Dashboard 变体新增 widgets 字段 - manifest.rs: 定义 PluginWidget/StatCard/ActionQuery 类型 - 前端: 扩展 DashboardWidget 类型支持 stat_cards/action_list/funnel/card_list - 前端: 新增 4 个 widget 渲染器 (StatCardsWidget/ActionListWidget/FunnelStageWidget/CardListWidget) - 前端: PluginDashboardPage widget 数据加载支持新类型 P6 仪表盘 widgets: - freelance: 工作台仪表盘 4 个 widgets (财务概览/紧急待办/商机漏斗/活跃项目) - itops: 新增运维概览仪表盘 2 个 widgets (运维概览/紧急待办)
2026-04-20 09:35:27 +08:00
parent 301178067c
commit 40b37cc776
8 changed files with 547 additions and 6 deletions
--- a/crates/erp-plugin-freelance/plugin.toml
+++ b/crates/erp-plugin-freelance/plugin.toml
@@ -1079,6 +1079,49 @@ type = "dashboard"
 label = "工作台"
 icon = "DashboardOutlined"

+  # ── 财务概览卡片 ──
+  [[ui.pages.widgets]]
+  type = "stat_cards"
+  label = "财务概览"
+  cards = [
+    { entity = "invoice", aggregate = "sum", field = "amount", filter = "type == 'payment' && status != 'overdue'", label = "本月收入", icon = "rise", color = "green" },
+    { entity = "expense", aggregate = "sum", field = "amount", label = "本月支出", icon = "fall", color = "red" },
+    { entity = "invoice", aggregate = "sum", field = "amount", filter = "status == 'overdue' || status == 'pending'", label = "应收总额", icon = "dollar", color = "orange" },
+    { entity = "invoice", aggregate = "count", filter = "status == 'overdue'", label = "逾期笔数", icon = "warning", color = "red" }
+  ]
+
+  # ── 紧急待办 ──
+  [[ui.pages.widgets]]
+  type = "action_list"
+  label = "紧急待办"
+  max_items = 5
+  queries = [
+    { entity = "invoice", filter = "status == 'overdue'", label_field = "invoice_number", subtitle_field = "amount", action = "查看", icon = "warning" },
+    { entity = "task", filter = "status != 'done' && status != 'cancelled'", sort = "due_date asc", label_field = "title", subtitle_field = "due_date", action = "处理", icon = "clock" },
+    { entity = "contract", filter = "status == 'active'", sort = "end_date asc", label_field = "title", subtitle_field = "end_date", action = "续约", icon = "file-text" },
+    { entity = "opportunity", filter = "next_follow_up <= today", label_field = "title", subtitle_field = "next_follow_up", action = "跟进", icon = "phone" }
+  ]
+
+  # ── 商机漏斗 ──
+  [[ui.pages.widgets]]
+  type = "funnel"
+  label = "商机漏斗"
+  entity = "opportunity"
+  lane_field = "stage"
+  value_field = "estimated_amount"
+  lane_order = ["visit", "requirement", "quote", "negotiation", "won", "lost"]
+
+  # ── 活跃项目卡片 ──
+  [[ui.pages.widgets]]
+  type = "card_list"
+  label = "活跃项目"
+  entity = "project"
+  filter = "status == 'in_progress'"
+  max_items = 4
+  title_field = "name"
+  subtitle_field = "contract_amount"
+  tags = ["business_type", "status"]
+
 # 页面 2：客户管理（列表 + 详情 + 商机看板）
 [[ui.pages]]
 type = "tabs"
--- a/crates/erp-plugin-itops/plugin.toml
+++ b/crates/erp-plugin-itops/plugin.toml
@@ -546,6 +546,32 @@ format = "pdf"

 # ── 页面设计 ──

+# 页面 0：运维概览仪表盘
+[[ui.pages]]
+type = "dashboard"
+label = "运维概览"
+icon = "DashboardOutlined"
+
+  [[ui.pages.widgets]]
+  type = "stat_cards"
+  label = "运维概览"
+  cards = [
+    { entity = "service_contract", aggregate = "count", filter = "status == 'active'", label = "活跃合同", icon = "file-text", color = "blue" },
+    { entity = "ticket", aggregate = "count", filter = "status == 'open' || status == 'in_progress'", label = "待处理工单", icon = "tool", color = "orange" },
+    { entity = "ticket", aggregate = "count", filter = "status == 'resolved'", label = "已解决工单", icon = "check-circle", color = "green" },
+    { entity = "check_plan", aggregate = "count", filter = "status == 'active'", label = "活跃巡检", icon = "schedule", color = "blue" }
+  ]
+
+  [[ui.pages.widgets]]
+  type = "action_list"
+  label = "紧急待办"
+  max_items = 5
+  queries = [
+    { entity = "ticket", filter = "status == 'open'", sort = "priority asc", label_field = "title", subtitle_field = "type", action = "处理", icon = "warning" },
+    { entity = "service_contract", filter = "status == 'active'", sort = "end_date asc", label_field = "name", subtitle_field = "end_date", action = "续约", icon = "file-text" },
+    { entity = "check_plan", filter = "status == 'active'", sort = "next_check_date asc", label_field = "name", subtitle_field = "next_check_date", action = "巡检", icon = "schedule" }
+  ]
+
 # 页面 1：合同管理 + 详情
 [[ui.pages]]
 type = "crud"
--- a/crates/erp-plugin/src/manifest.rs
+++ b/crates/erp-plugin/src/manifest.rs
@@ -284,6 +284,8 @@ pub enum PluginPageType {
        label: String,
        #[serde(default)]
        icon: Option<String>,
+        #[serde(default)]
+        widgets: Vec<PluginWidget>,
    },
    #[serde(rename = "kanban")]
    Kanban {
@@ -304,6 +306,80 @@ pub enum PluginPageType {
    },
 }

+/// Dashboard Widget 类型
+#[derive(Clone, Debug, Serialize, Deserialize, PartialEq)]
+#[serde(tag = "type", rename_all = "snake_case")]
+pub enum PluginWidget {
+    #[serde(rename = "stat_cards")]
+    StatCards {
+        label: String,
+        cards: Vec<StatCard>,
+    },
+    #[serde(rename = "action_list")]
+    ActionList {
+        label: String,
+        #[serde(default)]
+        max_items: Option<u32>,
+        queries: Vec<ActionQuery>,
+    },
+    #[serde(rename = "funnel")]
+    Funnel {
+        label: String,
+        entity: String,
+        lane_field: String,
+        #[serde(default)]
+        value_field: Option<String>,
+        lane_order: Vec<String>,
+    },
+    #[serde(rename = "card_list")]
+    CardList {
+        label: String,
+        entity: String,
+        #[serde(default)]
+        filter: Option<String>,
+        #[serde(default)]
+        max_items: Option<u32>,
+        title_field: String,
+        #[serde(default)]
+        subtitle_field: Option<String>,
+        #[serde(default)]
+        tags: Vec<String>,
+    },
+}
+
+/// 统计卡片
+#[derive(Clone, Debug, Serialize, Deserialize, PartialEq)]
+pub struct StatCard {
+    pub entity: String,
+    #[serde(default)]
+    pub aggregate: Option<String>,
+    #[serde(default)]
+    pub field: Option<String>,
+    #[serde(default)]
+    pub filter: Option<String>,
+    pub label: String,
+    #[serde(default)]
+    pub icon: Option<String>,
+    #[serde(default)]
+    pub color: Option<String>,
+}
+
+/// 待办行动查询
+#[derive(Clone, Debug, Serialize, Deserialize, PartialEq)]
+pub struct ActionQuery {
+    pub entity: String,
+    #[serde(default)]
+    pub filter: Option<String>,
+    #[serde(default)]
+    pub sort: Option<String>,
+    pub label_field: String,
+    #[serde(default)]
+    pub subtitle_field: Option<String>,
+    pub action: String,
+    #[serde(default)]
+    pub icon: Option<String>,
+}
+
 /// 插件页面区段（用于 detail 页面类型）
 #[derive(Clone, Debug, Serialize, Deserialize, PartialEq)]
 #[serde(tag = "type")]
@@ -1553,4 +1629,153 @@ name = "管理发票"
        assert_eq!(entities[0].importable, Some(true));
        assert_eq!(entities[0].exportable, Some(true));
    }
+
+    #[test]
+    fn parse_dashboard_with_widgets() {
+        let toml = r##"
+[metadata]
+id = "test"
+name = "Test"
+version = "0.1.0"
+
+[schema]
+[[schema.entities]]
+name = "invoice"
+display_name = "发票"
+
+[[schema.entities.fields]]
+name = "status"
+field_type = "string"
+display_name = "状态"
+
+[[schema.entities.fields]]
+name = "amount"
+field_type = "decimal"
+display_name = "金额"
+
+[ui]
+[[ui.pages]]
+type = "dashboard"
+label = "工作台"
+icon = "DashboardOutlined"
+
+[[ui.pages.widgets]]
+type = "stat_cards"
+label = "财务概览"
+
+[[ui.pages.widgets.cards]]
+entity = "invoice"
+aggregate = "count"
+label = "总发票"
+icon = "FileTextOutlined"
+color = "#1890ff"
+
+[[ui.pages.widgets.cards]]
+entity = "invoice"
+aggregate = "sum"
+field = "amount"
+filter = "status == 'pending'"
+label = "待收金额"
+icon = "DollarOutlined"
+color = "#faad14"
+
+[[ui.pages.widgets]]
+type = "action_list"
+label = "紧急待办"
+max_items = 5
+
+[[ui.pages.widgets.queries]]
+entity = "invoice"
+filter = "status == 'overdue'"
+sort = "due_date asc"
+label_field = "invoice_number"
+subtitle_field = "amount"
+action = "open_invoice"
+icon = "warning"
+
+[[ui.pages.widgets]]
+type = "funnel"
+label = "商机漏斗"
+entity = "invoice"
+lane_field = "status"
+value_field = "amount"
+lane_order = ["pending", "issued", "paid"]
+
+[[ui.pages.widgets]]
+type = "card_list"
+label = "活跃项目"
+entity = "invoice"
+filter = "status == 'active'"
+max_items = 10
+title_field = "invoice_number"
+subtitle_field = "amount"
+tags = ["status"]
+"##;
+        let manifest = parse_manifest(toml).unwrap();
+        let ui = manifest.ui.unwrap();
+        assert_eq!(ui.pages.len(), 1);
+        match &ui.pages[0] {
+            PluginPageType::Dashboard {
+                label, icon, widgets,
+            } => {
+                assert_eq!(label, "工作台");
+                assert_eq!(icon.as_deref(), Some("DashboardOutlined"));
+                assert_eq!(widgets.len(), 4);
+
+                // stat_cards
+                match &widgets[0] {
+                    PluginWidget::StatCards { label, cards } => {
+                        assert_eq!(label, "财务概览");
+                        assert_eq!(cards.len(), 2);
+                        assert_eq!(cards[0].entity, "invoice");
+                        assert_eq!(cards[0].aggregate.as_deref(), Some("count"));
+                        assert_eq!(cards[1].aggregate.as_deref(), Some("sum"));
+                        assert_eq!(cards[1].filter.as_deref(), Some("status == 'pending'"));
+                    }
+                    _ => panic!("Expected StatCards"),
+                }
+
+                // action_list
+                match &widgets[1] {
+                    PluginWidget::ActionList {
+                        label, max_items, queries,
+                    } => {
+                        assert_eq!(label, "紧急待办");
+                        assert_eq!(*max_items, Some(5));
+                        assert_eq!(queries.len(), 1);
+                        assert_eq!(queries[0].entity, "invoice");
+                        assert_eq!(queries[0].action, "open_invoice");
+                    }
+                    _ => panic!("Expected ActionList"),
+                }
+
+                // funnel
+                match &widgets[2] {
+                    PluginWidget::Funnel {
+                        label, entity, lane_field, value_field, lane_order,
+                    } => {
+                        assert_eq!(label, "商机漏斗");
+                        assert_eq!(entity, "invoice");
+                        assert_eq!(lane_field, "status");
+                        assert_eq!(value_field.as_deref(), Some("amount"));
+                        assert_eq!(lane_order, &["pending", "issued", "paid"]);
+                    }
+                    _ => panic!("Expected Funnel"),
+                }
+
+                // card_list
+                match &widgets[3] {
+                    PluginWidget::CardList {
+                        label, entity, title_field, ..
+                    } => {
+                        assert_eq!(label, "活跃项目");
+                        assert_eq!(entity, "invoice");
+                        assert_eq!(title_field, "invoice_number");
+                    }
+                    _ => panic!("Expected CardList"),
+                }
+            }
+            _ => panic!("Expected Dashboard page type"),
+        }
+    }
 }