60799176ca
- PluginField 新增 ref_label_field / ref_search_fields / cascade_from / cascade_filter 字段 - PluginPageType 新增 Kanban 变体（lane_field / lane_order / card_title_field / card_subtitle_field / card_fields / enable_drag） - CRM plugin.toml: contact.customer_id 和 communication.contact_id 添加 entity_select 声明 - CRM plugin.toml: communication.contact_id 添加 cascade_from/cascade_filter 级联过滤 - CRM plugin.toml: 新增销售漏斗 kanban 页面声明 - 新增 5 个解析测试（entity_select / cascade / kanban / 空值校验）
455 lines
9.8 KiB
TOML
455 lines
9.8 KiB
TOML
[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
|