08252c10f1
- CRM: customer 实体新增 is_public = true，允许其他插件引用 - 进销存: sales_order.customer_id 新增 ref_plugin/ref_entity/ref_label_field/ref_fallback_label - 进销存: metadata 版本升至 0.2.0，dependencies 添加 erp-crm
531 lines
12 KiB
TOML
531 lines
12 KiB
TOML
[metadata]
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id = "erp-crm"
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name = "CRM"
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version = "0.1.0"
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description = "客户关系管理插件 — ERP 平台第一个行业插件"
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author = "ERP Team"
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min_platform_version = "0.1.0"
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# ── 权限声明 ──
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[[permissions]]
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code = "customer.list"
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name = "查看客户"
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description = "查看客户列表和详情"
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data_scope_levels = ["self", "department", "department_tree", "all"]
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[[permissions]]
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code = "customer.manage"
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name = "管理客户"
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description = "创建、编辑、删除客户"
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data_scope_levels = ["self", "department", "department_tree", "all"]
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[[permissions]]
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code = "contact.list"
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name = "查看联系人"
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[[permissions]]
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code = "contact.manage"
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name = "管理联系人"
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[[permissions]]
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code = "communication.list"
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name = "查看沟通记录"
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[[permissions]]
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code = "communication.manage"
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name = "管理沟通记录"
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[[permissions]]
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code = "customer_tag.list"
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name = "查看客户标签"
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description = "查看客户标签列表"
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[[permissions]]
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code = "customer_tag.manage"
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name = "管理客户标签"
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description = "创建、编辑、删除客户标签"
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[[permissions]]
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code = "customer_relationship.list"
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name = "查看客户关系"
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description = "查看客户关系列表"
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[[permissions]]
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code = "customer_relationship.manage"
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name = "管理客户关系"
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description = "创建、编辑、删除客户关系"
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# ── 实体定义 ──
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[[schema.entities]]
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name = "customer"
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display_name = "客户"
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data_scope = true
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is_public = true
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[[schema.entities.fields]]
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name = "code"
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field_type = "string"
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required = true
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display_name = "客户编码"
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unique = true
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searchable = true
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[[schema.entities.fields]]
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name = "name"
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field_type = "string"
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required = true
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display_name = "客户名称"
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searchable = true
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[[schema.entities.fields]]
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name = "customer_type"
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field_type = "string"
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required = true
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display_name = "客户类型"
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ui_widget = "select"
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filterable = true
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options = [
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{ label = "企业", value = "enterprise" },
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{ label = "个人", value = "personal" }
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]
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[[schema.entities.fields]]
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name = "industry"
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field_type = "string"
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display_name = "行业"
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filterable = true
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[[schema.entities.fields]]
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name = "region"
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field_type = "string"
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display_name = "地区"
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filterable = true
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[[schema.entities.fields]]
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name = "source"
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field_type = "string"
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display_name = "来源"
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ui_widget = "select"
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options = [
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{ label = "推荐", value = "referral" },
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{ label = "广告", value = "ad" },
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{ label = "展会", value = "exhibition" },
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{ label = "主动联系", value = "outreach" },
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{ label = "其他", value = "other" }
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]
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[[schema.entities.fields]]
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name = "level"
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field_type = "string"
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display_name = "等级"
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ui_widget = "select"
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filterable = true
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options = [
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{ label = "潜在客户", value = "potential" },
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{ label = "普通客户", value = "normal" },
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{ label = "VIP", value = "vip" },
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{ label = "SVIP", value = "svip" }
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]
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[[schema.entities.fields]]
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name = "status"
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field_type = "string"
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required = true
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display_name = "状态"
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ui_widget = "select"
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filterable = true
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options = [
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{ label = "活跃", value = "active" },
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{ label = "停用", value = "inactive" },
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{ label = "黑名单", value = "blacklist" }
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]
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[[schema.entities.fields]]
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name = "credit_code"
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field_type = "string"
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display_name = "统一社会信用代码"
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visible_when = "customer_type == 'enterprise'"
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[schema.entities.fields.validation]
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pattern = "^[0-9A-HJ-NP-RTUW-Y]{2}\\d{6}[0-9A-HJ-NP-RTUW-Y]{10}$"
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message = "请输入有效的统一社会信用代码（18位）"
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[[schema.entities.fields]]
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name = "id_number"
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field_type = "string"
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display_name = "身份证号"
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visible_when = "customer_type == 'personal'"
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[schema.entities.fields.validation]
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pattern = "^\\d{17}[\\dXx]$"
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message = "请输入有效的身份证号（18位）"
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[[schema.entities.fields]]
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name = "parent_id"
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field_type = "uuid"
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display_name = "上级客户"
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ref_entity = "customer"
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[[schema.entities.fields]]
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name = "website"
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field_type = "string"
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display_name = "网站"
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[schema.entities.fields.validation]
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pattern = "^https?://[\\w.-]+(?:\\.[\\w.-]+)+[/#?]?.*$"
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message = "请输入有效的网址，以 http:// 或 https:// 开头"
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[[schema.entities.fields]]
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name = "address"
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field_type = "string"
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display_name = "地址"
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[[schema.entities.fields]]
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name = "remark"
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field_type = "string"
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display_name = "备注"
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ui_widget = "textarea"
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[[schema.entities.fields]]
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name = "owner_id"
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field_type = "uuid"
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display_name = "负责人"
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scope_role = "owner"
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[[schema.entities.relations]]
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entity = "contact"
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foreign_key = "customer_id"
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on_delete = "cascade"
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name = "contacts"
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type = "one_to_many"
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display_field = "name"
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[[schema.entities.relations]]
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entity = "communication"
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foreign_key = "customer_id"
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on_delete = "cascade"
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name = "communications"
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type = "one_to_many"
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display_field = "subject"
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[[schema.entities.relations]]
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entity = "customer_tag"
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foreign_key = "customer_id"
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on_delete = "cascade"
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name = "tags"
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type = "one_to_many"
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display_field = "tag_name"
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[[schema.entities.relations]]
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entity = "customer"
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foreign_key = "parent_id"
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on_delete = "nullify"
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name = "parent"
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type = "many_to_one"
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display_field = "name"
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[[schema.entities]]
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name = "contact"
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display_name = "联系人"
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[[schema.entities.fields]]
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name = "customer_id"
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field_type = "uuid"
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required = true
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display_name = "所属客户"
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ui_widget = "entity_select"
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ref_entity = "customer"
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ref_label_field = "name"
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ref_search_fields = ["name", "code"]
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[[schema.entities.fields]]
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name = "name"
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field_type = "string"
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required = true
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display_name = "姓名"
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searchable = true
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[[schema.entities.fields]]
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name = "position"
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field_type = "string"
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display_name = "职务"
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[[schema.entities.fields]]
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name = "department"
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field_type = "string"
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display_name = "部门"
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[[schema.entities.fields]]
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name = "phone"
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field_type = "string"
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display_name = "手机号"
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[schema.entities.fields.validation]
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pattern = "^1[3-9]\\d{9}$"
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message = "请输入有效的手机号码"
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[[schema.entities.fields]]
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name = "email"
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field_type = "string"
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display_name = "邮箱"
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[schema.entities.fields.validation]
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pattern = "^[\\w.+-]+@[\\w.-]+\\.[a-zA-Z]{2,}$"
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message = "请输入有效的邮箱地址"
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[[schema.entities.fields]]
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name = "wechat"
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field_type = "string"
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display_name = "微信号"
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[[schema.entities.fields]]
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name = "is_primary"
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field_type = "boolean"
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display_name = "主联系人"
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[[schema.entities.fields]]
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name = "remark"
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field_type = "string"
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display_name = "备注"
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[[schema.entities.relations]]
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entity = "communication"
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foreign_key = "contact_id"
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on_delete = "cascade"
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name = "communications"
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type = "one_to_many"
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display_field = "subject"
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[[schema.entities]]
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name = "communication"
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display_name = "沟通记录"
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[[schema.entities.fields]]
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name = "customer_id"
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field_type = "uuid"
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required = true
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display_name = "关联客户"
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ref_entity = "customer"
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[[schema.entities.fields]]
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name = "contact_id"
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field_type = "uuid"
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display_name = "关联联系人"
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ui_widget = "entity_select"
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ref_entity = "contact"
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ref_label_field = "name"
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ref_search_fields = ["name"]
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cascade_from = "customer_id"
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cascade_filter = "customer_id"
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[[schema.entities.fields]]
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name = "type"
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field_type = "string"
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required = true
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display_name = "类型"
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ui_widget = "select"
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filterable = true
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options = [
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{ label = "电话", value = "phone" },
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{ label = "邮件", value = "email" },
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{ label = "会议", value = "meeting" },
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{ label = "拜访", value = "visit" },
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{ label = "其他", value = "other" }
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]
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[[schema.entities.fields]]
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name = "subject"
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field_type = "string"
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required = true
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display_name = "主题"
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searchable = true
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[[schema.entities.fields]]
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name = "content"
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field_type = "string"
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required = true
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display_name = "内容"
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ui_widget = "textarea"
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[[schema.entities.fields]]
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name = "occurred_at"
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field_type = "date_time"
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required = true
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display_name = "沟通时间"
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sortable = true
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[[schema.entities.fields]]
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name = "next_follow_up"
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field_type = "date"
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display_name = "下次跟进日期"
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[[schema.entities]]
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name = "customer_tag"
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display_name = "客户标签"
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[[schema.entities.fields]]
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name = "customer_id"
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field_type = "uuid"
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required = true
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display_name = "关联客户"
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ref_entity = "customer"
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[[schema.entities.fields]]
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name = "tag_name"
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field_type = "string"
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required = true
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display_name = "标签名称"
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searchable = true
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[[schema.entities.fields]]
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name = "tag_category"
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field_type = "string"
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display_name = "标签分类"
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ui_widget = "select"
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options = [
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{ label = "行业", value = "industry" },
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{ label = "地区", value = "region" },
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{ label = "来源", value = "source" },
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{ label = "自定义", value = "custom" }
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]
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[[schema.entities]]
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name = "customer_relationship"
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display_name = "客户关系"
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[[schema.entities.fields]]
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name = "from_customer_id"
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field_type = "uuid"
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required = true
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display_name = "源客户"
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ref_entity = "customer"
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[[schema.entities.fields]]
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name = "to_customer_id"
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field_type = "uuid"
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required = true
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display_name = "目标客户"
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ref_entity = "customer"
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[[schema.entities.fields]]
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name = "relationship_type"
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field_type = "string"
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required = true
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display_name = "关系类型"
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ui_widget = "select"
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filterable = true
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options = [
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{ label = "母子公司", value = "parent_child" },
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{ label = "兄弟公司", value = "sibling" },
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{ label = "合作伙伴", value = "partner" },
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{ label = "供应商", value = "supplier" },
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{ label = "竞争对手", value = "competitor" }
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]
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[[schema.entities.fields]]
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name = "description"
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field_type = "string"
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display_name = "关系描述"
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# ── 页面声明 ──
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[[ui.pages]]
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type = "tabs"
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label = "客户管理"
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icon = "team"
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[[ui.pages.tabs]]
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label = "客户列表"
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type = "crud"
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entity = "customer"
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enable_search = true
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enable_views = ["table"]
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[[ui.pages.tabs]]
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label = "客户层级"
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type = "tree"
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entity = "customer"
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id_field = "id"
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parent_field = "parent_id"
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label_field = "name"
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[[ui.pages]]
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type = "detail"
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entity = "customer"
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label = "客户详情"
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[[ui.pages.sections]]
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type = "fields"
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label = "基本信息"
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fields = ["code", "name", "customer_type", "industry", "region", "level", "status", "credit_code", "id_number", "website", "address", "remark"]
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[[ui.pages.sections]]
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type = "crud"
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label = "联系人"
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entity = "contact"
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filter_field = "customer_id"
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[[ui.pages.sections]]
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type = "crud"
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label = "沟通记录"
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entity = "communication"
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filter_field = "customer_id"
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enable_views = ["table", "timeline"]
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[[ui.pages]]
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type = "crud"
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entity = "contact"
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label = "联系人"
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icon = "user"
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enable_search = true
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[[ui.pages]]
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type = "crud"
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entity = "communication"
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label = "沟通记录"
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icon = "message"
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enable_search = true
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enable_views = ["table", "timeline"]
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[[ui.pages]]
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type = "crud"
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entity = "customer_tag"
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label = "标签管理"
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icon = "tags"
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[[ui.pages]]
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type = "crud"
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entity = "customer_relationship"
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label = "客户关系"
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icon = "apartment"
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[[ui.pages]]
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type = "graph"
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entity = "customer"
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label = "关系图谱"
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icon = "apartment"
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relationship_entity = "customer_relationship"
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source_field = "from_customer_id"
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target_field = "to_customer_id"
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edge_label_field = "relationship_type"
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node_label_field = "name"
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|
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[[ui.pages]]
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type = "dashboard"
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label = "统计概览"
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icon = "DashboardOutlined"
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[[ui.pages]]
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type = "kanban"
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entity = "customer"
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label = "销售漏斗"
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icon = "swap"
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lane_field = "level"
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lane_order = ["potential", "normal", "vip", "svip"]
|
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card_title_field = "name"
|
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card_subtitle_field = "code"
|
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card_fields = ["region", "status"]
|
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enable_drag = true
|