[metadata]
id = "erp-crm"
name = "CRM"
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"
data_scope_levels = ["self", "department", "department_tree", "all"]

[[permissions]]
code = "customer.manage"
name = "管理客户"
description = "创建、编辑、删除客户"
data_scope_levels = ["self", "department", "department_tree", "all"]

[[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"
data_scope = true

  [[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.fields]]
  name = "owner_id"
  field_type = "uuid"
  display_name = "负责人"
  scope_role = "owner"

[[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"
  ui_widget = "entity_select"
  ref_label_field = "name"
  ref_search_fields = ["name", "code"]

  [[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"
  ui_widget = "entity_select"
  ref_label_field = "name"
  ref_search_fields = ["name"]
  cascade_from = "customer_id"
  cascade_filter = "customer_id"

  [[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 = "date_time"
  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"

[[ui.pages]]
type = "graph"
entity = "customer"
label = "关系图谱"
icon = "apartment"
relationship_entity = "customer_relationship"
source_field = "from_customer_id"
target_field = "to_customer_id"
edge_label_field = "relationship_type"
node_label_field = "name"

[[ui.pages]]
type = "dashboard"
label = "统计概览"
icon = "DashboardOutlined"

[[ui.pages]]
type = "kanban"
entity = "customer"
label = "销售漏斗"
icon = "swap"
lane_field = "level"
lane_order = ["potential", "normal", "vip", "svip"]
card_title_field = "name"
card_subtitle_field = "code"
card_fields = ["region", "status"]
enable_drag = true