feat(crm): 创建 CRM 插件 crate + 前端 tabs/tree 页面类型 + 动态菜单

- CRM WASM 插件:Cargo.toml + src/lib.rs + plugin.toml(5 实体 + 9 权限 + 6 页面)
- 注册 erp-plugin-crm 到 workspace members
- PluginTabsPage: 通用标签页容器,递归渲染子页面
- PluginTreePage: 通用树形页面,前端构建树结构
- App.tsx: 新增 /tabs/:pageLabel 和 /tree/:entityName 路由
- plugin store: 从 manifest pages 生成菜单(支持 tabs 聚合)
- MainLayout: 动态图标映射(team/user/message/tags/apartment)
This commit is contained in:
iven
2026-04-16 12:41:17 +08:00
parent e68fe8c1b1
commit 92789e6713
9 changed files with 760 additions and 26 deletions

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[metadata]
id = "erp-crm"
name = "客户管理"
version = "0.1.0"
description = "客户关系管理插件 — ERP 平台第一个行业插件"
author = "ERP Team"
min_platform_version = "0.1.0"
# ── 权限声明 ──
[[permissions]]
code = "customer.list"
name = "查看客户"
description = "查看客户列表和详情"
[[permissions]]
code = "customer.manage"
name = "管理客户"
description = "创建、编辑、删除客户"
[[permissions]]
code = "contact.list"
name = "查看联系人"
[[permissions]]
code = "contact.manage"
name = "管理联系人"
[[permissions]]
code = "communication.list"
name = "查看沟通记录"
[[permissions]]
code = "communication.manage"
name = "管理沟通记录"
[[permissions]]
code = "tag.manage"
name = "管理客户标签"
[[permissions]]
code = "relationship.list"
name = "查看客户关系"
[[permissions]]
code = "relationship.manage"
name = "管理客户关系"
# ── 实体定义 ──
[[schema.entities]]
name = "customer"
display_name = "客户"
[[schema.entities.fields]]
name = "code"
field_type = "String"
required = true
display_name = "客户编码"
unique = true
searchable = true
[[schema.entities.fields]]
name = "name"
field_type = "String"
required = true
display_name = "客户名称"
searchable = true
[[schema.entities.fields]]
name = "customer_type"
field_type = "String"
required = true
display_name = "客户类型"
ui_widget = "select"
filterable = true
options = [
{ label = "企业", value = "enterprise" },
{ label = "个人", value = "personal" }
]
[[schema.entities.fields]]
name = "industry"
field_type = "String"
display_name = "行业"
filterable = true
[[schema.entities.fields]]
name = "region"
field_type = "String"
display_name = "地区"
filterable = true
[[schema.entities.fields]]
name = "source"
field_type = "String"
display_name = "来源"
ui_widget = "select"
options = [
{ label = "推荐", value = "referral" },
{ label = "广告", value = "ad" },
{ label = "展会", value = "exhibition" },
{ label = "主动联系", value = "outreach" },
{ label = "其他", value = "other" }
]
[[schema.entities.fields]]
name = "level"
field_type = "String"
display_name = "等级"
ui_widget = "select"
filterable = true
options = [
{ label = "潜在客户", value = "potential" },
{ label = "普通客户", value = "normal" },
{ label = "VIP", value = "vip" },
{ label = "SVIP", value = "svip" }
]
[[schema.entities.fields]]
name = "status"
field_type = "String"
required = true
display_name = "状态"
ui_widget = "select"
filterable = true
options = [
{ label = "活跃", value = "active" },
{ label = "停用", value = "inactive" },
{ label = "黑名单", value = "blacklist" }
]
[[schema.entities.fields]]
name = "credit_code"
field_type = "String"
display_name = "统一社会信用代码"
visible_when = "customer_type == 'enterprise'"
[[schema.entities.fields]]
name = "id_number"
field_type = "String"
display_name = "身份证号"
visible_when = "customer_type == 'personal'"
[[schema.entities.fields]]
name = "parent_id"
field_type = "Uuid"
display_name = "上级客户"
[[schema.entities.fields]]
name = "website"
field_type = "String"
display_name = "网站"
[[schema.entities.fields]]
name = "address"
field_type = "String"
display_name = "地址"
[[schema.entities.fields]]
name = "remark"
field_type = "String"
display_name = "备注"
ui_widget = "textarea"
[[schema.entities]]
name = "contact"
display_name = "联系人"
[[schema.entities.fields]]
name = "customer_id"
field_type = "Uuid"
required = true
display_name = "所属客户"
[[schema.entities.fields]]
name = "name"
field_type = "String"
required = true
display_name = "姓名"
searchable = true
[[schema.entities.fields]]
name = "position"
field_type = "String"
display_name = "职务"
[[schema.entities.fields]]
name = "department"
field_type = "String"
display_name = "部门"
[[schema.entities.fields]]
name = "phone"
field_type = "String"
display_name = "手机号"
[[schema.entities.fields]]
name = "email"
field_type = "String"
display_name = "邮箱"
[[schema.entities.fields]]
name = "wechat"
field_type = "String"
display_name = "微信号"
[[schema.entities.fields]]
name = "is_primary"
field_type = "Boolean"
display_name = "主联系人"
[[schema.entities.fields]]
name = "remark"
field_type = "String"
display_name = "备注"
[[schema.entities]]
name = "communication"
display_name = "沟通记录"
[[schema.entities.fields]]
name = "customer_id"
field_type = "Uuid"
required = true
display_name = "关联客户"
[[schema.entities.fields]]
name = "contact_id"
field_type = "Uuid"
display_name = "关联联系人"
[[schema.entities.fields]]
name = "type"
field_type = "String"
required = true
display_name = "类型"
ui_widget = "select"
filterable = true
options = [
{ label = "电话", value = "phone" },
{ label = "邮件", value = "email" },
{ label = "会议", value = "meeting" },
{ label = "拜访", value = "visit" },
{ label = "其他", value = "other" }
]
[[schema.entities.fields]]
name = "subject"
field_type = "String"
required = true
display_name = "主题"
searchable = true
[[schema.entities.fields]]
name = "content"
field_type = "String"
required = true
display_name = "内容"
ui_widget = "textarea"
[[schema.entities.fields]]
name = "occurred_at"
field_type = "DateTime"
required = true
display_name = "沟通时间"
sortable = true
[[schema.entities.fields]]
name = "next_follow_up"
field_type = "Date"
display_name = "下次跟进日期"
[[schema.entities]]
name = "customer_tag"
display_name = "客户标签"
[[schema.entities.fields]]
name = "customer_id"
field_type = "Uuid"
required = true
display_name = "关联客户"
[[schema.entities.fields]]
name = "tag_name"
field_type = "String"
required = true
display_name = "标签名称"
searchable = true
[[schema.entities.fields]]
name = "tag_category"
field_type = "String"
display_name = "标签分类"
ui_widget = "select"
options = [
{ label = "行业", value = "industry" },
{ label = "地区", value = "region" },
{ label = "来源", value = "source" },
{ label = "自定义", value = "custom" }
]
[[schema.entities]]
name = "customer_relationship"
display_name = "客户关系"
[[schema.entities.fields]]
name = "from_customer_id"
field_type = "Uuid"
required = true
display_name = "源客户"
[[schema.entities.fields]]
name = "to_customer_id"
field_type = "Uuid"
required = true
display_name = "目标客户"
[[schema.entities.fields]]
name = "relationship_type"
field_type = "String"
required = true
display_name = "关系类型"
ui_widget = "select"
filterable = true
options = [
{ label = "母子公司", value = "parent_child" },
{ label = "兄弟公司", value = "sibling" },
{ label = "合作伙伴", value = "partner" },
{ label = "供应商", value = "supplier" },
{ label = "竞争对手", value = "competitor" }
]
[[schema.entities.fields]]
name = "description"
field_type = "String"
display_name = "关系描述"
# ── 页面声明 ──
[[ui.pages]]
type = "tabs"
label = "客户管理"
icon = "team"
[[ui.pages.tabs]]
label = "客户列表"
type = "crud"
entity = "customer"
enable_search = true
enable_views = ["table"]
[[ui.pages.tabs]]
label = "客户层级"
type = "tree"
entity = "customer"
id_field = "id"
parent_field = "parent_id"
label_field = "name"
[[ui.pages]]
type = "detail"
entity = "customer"
label = "客户详情"
[[ui.pages.sections]]
type = "fields"
label = "基本信息"
fields = ["code", "name", "customer_type", "industry", "region", "level", "status", "credit_code", "id_number", "website", "address", "remark"]
[[ui.pages.sections]]
type = "crud"
label = "联系人"
entity = "contact"
filter_field = "customer_id"
[[ui.pages.sections]]
type = "crud"
label = "沟通记录"
entity = "communication"
filter_field = "customer_id"
enable_views = ["table", "timeline"]
[[ui.pages]]
type = "crud"
entity = "contact"
label = "联系人"
icon = "user"
enable_search = true
[[ui.pages]]
type = "crud"
entity = "communication"
label = "沟通记录"
icon = "message"
enable_search = true
enable_views = ["table", "timeline"]
[[ui.pages]]
type = "crud"
entity = "customer_tag"
label = "标签管理"
icon = "tags"
[[ui.pages]]
type = "crud"
entity = "customer_relationship"
label = "客户关系"
icon = "apartment"