bcc6662add
- CRITICAL: 明确 dashboard widgets 需要平台 manifest.rs 扩展 - HIGH: cascade/validation/visible_when 均改为"已有字段追加属性" - HIGH: visible_when 提供完整 TOML 语法 - MEDIUM: 模板引擎说明(Handlebars)和关系解析机制 - MEDIUM: itops validation 补充字段上下文 - MEDIUM: itops dashboard 明确插入位置
625 lines
20 KiB
Markdown
625 lines
20 KiB
Markdown
# freelance + itops 插件增强设计规格
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> 日期: 2026-04-20
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> 来源: 多专家头脑风暴（UX专家 + 业务顾问 + 运维专家 + 财务专家）
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> 状态: Draft
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> 前置: `docs/superpowers/specs/2026-04-19-shantou-zhijie-it-services-plugins-design.md`
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---
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## 1. 背景与动机
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当前插件是「数据录入系统」，不是「赚钱工具」。一人 IT 服务公司的核心痛点：
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1. **钱从哪里来？** — 商机跟进靠人记，没有自动提醒、没有漏斗分析
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2. **项目做到哪了？** — 任务状态和工时手动填，跟合同金额/应收款脱节
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3. **钱收回来了吗？** — 报价→合同→开票→收款割裂，没有串联
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4. **运维服务会不会忘？** — 巡检计划写了没人催，SLA 超时了才知道
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5. **税和利润算不清？** — 收支分散在不同表里，月底做账要手动汇总
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**问题根因：** 平台已有 trigger_events、settings、templates、cascade_from、visible_when、validation 六大能力，但两个插件完全没有使用。
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**改进目标：** 纯插件层增强，三层递进：
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- Layer 1: 智能业务引擎 — 让系统主动驱动用户做事
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- Layer 2: 仪表盘重构 — 一个页面掌控全局
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- Layer 3: 专业输出 — 一键生成报价单/发票/合同 PDF
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---
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## 2. Layer 1: 智能业务引擎 — freelance 插件
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### 2.1 Settings（插件配置页）
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一次性配置公司信息和业务偏好，后续自动生效：
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```toml
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[settings]
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# ── 基本信息 ──
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[[settings.fields]]
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name = "company_name"
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display_name = "公司名称"
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field_type = "text"
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required = true
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group = "基本信息"
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[[settings.fields]]
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name = "currency_symbol"
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display_name = "货币符号"
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field_type = "text"
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default_value = "¥"
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group = "基本信息"
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# ── 财务 ──
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[[settings.fields]]
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name = "default_tax_rate"
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display_name = "默认税率(%)"
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field_type = "number"
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default_value = 6
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range = [0.0, 100.0]
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group = "财务"
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# ── 提醒 ──
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[[settings.fields]]
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name = "payment_reminder_days"
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display_name = "收款提前提醒(天)"
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field_type = "number"
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default_value = 3
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range = [1.0, 30.0]
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group = "提醒"
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[[settings.fields]]
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name = "notify_contract_expiring"
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display_name = "合同到期提醒"
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field_type = "boolean"
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default_value = true
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group = "提醒"
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[[settings.fields]]
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name = "notify_payment_overdue"
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display_name = "逾期收款提醒"
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field_type = "boolean"
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default_value = true
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group = "提醒"
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[[settings.fields]]
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name = "notify_opportunity_followup"
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display_name = "商机跟进提醒"
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field_type = "boolean"
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default_value = true
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group = "提醒"
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```
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### 2.2 Trigger Events（自动事件驱动）
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关键操作时自动发通知，把"人找事"变"事找人"：
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```toml
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[[trigger_events]]
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name = "opportunity_stage_changed"
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display_name = "商机阶段变更"
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description = "商机阶段发生变化时通知，特别是成交或失败"
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entity = "opportunity"
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on = "update"
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[[trigger_events]]
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name = "contract_status_changed"
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display_name = "合同状态变更"
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description = "合同状态变化时检查到期预警"
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entity = "contract"
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on = "update"
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[[trigger_events]]
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name = "invoice_status_changed"
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display_name = "发票状态变更"
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description = "发票状态变化时检查逾期收款"
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entity = "invoice"
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on = "update"
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[[trigger_events]]
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name = "task_status_changed"
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display_name = "任务状态变更"
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description = "任务完成或取消时通知"
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entity = "task"
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on = "update"
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[[trigger_events]]
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name = "expense_created"
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display_name = "新支出记录"
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description = "记录新支出时通知"
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entity = "expense"
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on = "create"
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```
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### 2.3 Cascade（智能联动下拉）
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选客户后自动过滤其关联数据。以下均为**已有字段追加 cascade 属性**，不是新增字段：
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**contract 实体 — 已有 opportunity_id 字段追加：**
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```toml
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cascade_from = "client_id"
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cascade_filter = "client_id"
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```
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**contract 实体 — 已有 quote_id 字段追加：**
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```toml
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cascade_from = "client_id"
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cascade_filter = "client_id"
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```
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**invoice 实体 — 已有 project_id 字段追加：**
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```toml
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cascade_from = "client_id"
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cascade_filter = "client_id"
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```
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**invoice 实体 — 已有 contract_id 字段追加：**
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```toml
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cascade_from = "client_id"
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cascade_filter = "client_id"
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```
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**time_entry 实体 — 已有 task_id 字段追加：**
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```toml
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cascade_from = "project_id"
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cascade_filter = "project_id"
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```
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### 2.4 Visible When（条件显示）
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只在有意义时才显示字段。以下为**已有字段追加 visible_when 属性**：
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**invoice 实体 — 已有 payment_date 字段追加：**
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```toml
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visible_when = "status == 'paid' || status == 'partial'"
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```
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**contract 实体 — 已有 paid_amount 字段追加：**
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```toml
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visible_when = "status != 'drafting'"
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```
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**task 实体 — 已有 actual_hours 字段追加：**
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```toml
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visible_when = "status != 'todo'"
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```
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**quote 实体 — 已有 total_amount 字段追加：**
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```toml
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visible_when = "status != 'draft'"
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```
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### 2.5 Validation（字段校验）
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**已有字段追加 validation 属性**，不是新增字段：
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**client 实体 — 已有 email 字段追加：**
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```toml
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validation = { pattern = "^[^@]+@[^@]+\\.[^@]+$", message = "请输入有效的邮箱地址" }
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```
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**client 实体 — 已有 phone 字段追加：**
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```toml
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validation = { pattern = "^1[3-9]\\d{9}$", message = "请输入有效的手机号" }
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```
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---
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## 3. Layer 2: 仪表盘重构 — freelance 插件
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将占位符仪表盘升级为真正的指挥中心。通过 `widgets` 声明告诉平台该展示什么。
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> **平台依赖：** 仪表盘 widgets 需要平台层配合：
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> 1. `manifest.rs` 的 `PluginPageType::Dashboard` 需要新增 `widgets: Option<Vec<PluginWidget>>` 字段
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> 2. 定义 `PluginWidget` 枚举（stat_cards/action_list/funnel/card_list 类型）
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> 3. 更新 TOML 解析和验证逻辑
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> 4. 前端解析 `widgets` 声明并渲染对应组件
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>
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> 因此 P5/P6 **不是纯 plugin.toml 改动**，需要平台+前端联合实施。以下 widgets 声明作为设计参考，实施时需先完成平台侧支持。
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```toml
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[[ui.pages]]
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type = "dashboard"
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label = "工作台"
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icon = "DashboardOutlined"
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# ── 财务概览卡片 ──
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[[ui.pages.widgets]]
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type = "stat_cards"
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label = "财务概览"
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cards = [
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{ entity = "invoice", aggregate = "sum", field = "amount", filter = "type == 'payment' && status != 'overdue'", label = "本月收入", icon = "rise", color = "green" },
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{ entity = "expense", aggregate = "sum", field = "amount", label = "本月支出", icon = "fall", color = "red" },
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{ entity = "invoice", aggregate = "sum", field = "amount", filter = "status == 'overdue' || status == 'pending'", label = "应收总额", icon = "dollar", color = "orange" },
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{ entity = "invoice", aggregate = "count", filter = "status == 'overdue'", label = "逾期笔数", icon = "warning", color = "red" }
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]
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# ── 紧急待办 ──
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[[ui.pages.widgets]]
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type = "action_list"
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label = "紧急待办"
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max_items = 5
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queries = [
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{ entity = "invoice", filter = "status == 'overdue'", label_field = "invoice_number", subtitle_field = "amount", action = "查看", icon = "warning" },
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{ entity = "task", filter = "status != 'done' && status != 'cancelled'", sort = "due_date asc", label_field = "title", subtitle_field = "due_date", action = "处理", icon = "clock" },
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{ entity = "contract", filter = "status == 'active'", sort = "end_date asc", label_field = "title", subtitle_field = "end_date", action = "续约", icon = "file-text" },
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{ entity = "opportunity", filter = "next_follow_up <= today", label_field = "title", subtitle_field = "next_follow_up", action = "跟进", icon = "phone" }
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]
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# ── 商机漏斗 ──
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[[ui.pages.widgets]]
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type = "funnel"
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label = "商机漏斗"
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entity = "opportunity"
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lane_field = "stage"
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value_field = "estimated_amount"
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lane_order = ["visit", "requirement", "quote", "negotiation", "won", "lost"]
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# ── 活跃项目卡片 ──
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[[ui.pages.widgets]]
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type = "card_list"
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label = "活跃项目"
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entity = "project"
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filter = "status == 'in_progress'"
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max_items = 4
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title_field = "name"
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subtitle_field = "contract_amount"
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tags = ["business_type", "status"]
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```
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**依赖：** 数据源来自平台已有的聚合 API（`/count`、`/aggregate`）。Filter 表达式使用平台过滤 DSL（`==`, `!=`, `||`, `&&`, `<=`）。
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---
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## 4. Layer 3: 专业输出 — freelance 插件
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一键生成专业 PDF，替代手动排 Word。
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> **模板引擎说明：**
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> - 语法基于 Handlebars（`{{field}}`, `{{#each relation}}...{{/each}}`）
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> - 当前实体字段直接可用：`{{amount}}`, `{{status}}`
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> - 关系字段解析：`{{client.name}}` 表示通过 `client_id` 引用的 client 实体的 name 字段，渲染器需自动解析
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> - `{{#each lines}}` 用于一对多关系（如 quote → quote_line），渲染器查询子实体并遍历
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> - 平台需要实现 PDF 渲染管道：TOML 模板 → Handlebars 渲染（注入数据）→ HTML → wkhtmltopdf/浏览器打印 → PDF
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### 4.1 报价单模板
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```toml
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[[templates]]
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name = "quote_pdf"
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display_name = "报价单"
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entity = "quote"
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format = "pdf"
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template_html = """
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<html>
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<head><style>
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body { font-family: 'Microsoft YaHei', sans-serif; margin: 40px; }
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h1 { text-align: center; border-bottom: 2px solid #333; padding-bottom: 10px; }
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table { width: 100%; border-collapse: collapse; margin: 20px 0; }
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th, td { border: 1px solid #ddd; padding: 8px; text-align: left; }
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th { background-color: #f5f5f5; }
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.total { text-align: right; font-size: 18px; font-weight: bold; }
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.footer { margin-top: 40px; color: #666; font-size: 12px; }
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</style></head>
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<body>
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<h1>报价单 {{quote_number}}</h1>
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<p>客户：{{client.name}} | 有效期至：{{valid_until}}</p>
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<table>
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<tr><th>项目</th><th>描述</th><th>数量</th><th>单价</th><th>金额</th></tr>
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{{#each lines}}
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<tr><td>{{item_name}}</td><td>{{description}}</td><td>{{quantity}}</td><td>{{unit_price}}</td><td>{{amount}}</td></tr>
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{{/each}}
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</table>
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<p class="total">小计：{{subtotal}} | 税率：{{tax_rate}}% | 总计：{{total_amount}}</p>
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<div class="footer">备注：{{notes}}</div>
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</body>
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</html>
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"""
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```
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### 4.2 发票模板
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```toml
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[[templates]]
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name = "invoice_pdf"
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display_name = "发票"
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entity = "invoice"
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format = "pdf"
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template_html = """
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<html>
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<head><style>
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body { font-family: 'Microsoft YaHei', sans-serif; margin: 40px; }
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h1 { text-align: center; color: #1890ff; border-bottom: 2px solid #1890ff; padding-bottom: 10px; }
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.info-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 10px; margin: 20px 0; }
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.info-item { padding: 8px; background: #fafafa; }
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.amount { font-size: 24px; font-weight: bold; text-align: center; color: #f5222d; margin: 20px 0; }
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.status-badge { display: inline-block; padding: 4px 12px; border-radius: 4px; background: #f0f0f0; }
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</style></head>
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<body>
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<h1>发票 {{invoice_number}}</h1>
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<div class="info-grid">
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<div class="info-item">客户：{{client.name}}</div>
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<div class="info-item">类型：{{type}}</div>
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<div class="info-item">开票日期：{{issue_date}}</div>
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<div class="info-item">到期日：{{due_date}}</div>
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</div>
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<div class="amount">¥{{amount}}</div>
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<p>状态：<span class="status-badge">{{status}}</span></p>
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<p>备注：{{notes}}</p>
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</body>
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</html>
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"""
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```
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### 4.3 合同模板
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```toml
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[[templates]]
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name = "contract_pdf"
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display_name = "合同"
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entity = "contract"
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format = "pdf"
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template_html = """
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<html>
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<head><style>
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body { font-family: 'Microsoft YaHei', sans-serif; margin: 40px; }
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h1 { text-align: center; border-bottom: 3px double #333; padding-bottom: 10px; }
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.parties { margin: 20px 0; padding: 15px; background: #fafafa; border-left: 4px solid #1890ff; }
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.signature { margin-top: 60px; display: grid; grid-template-columns: 1fr 1fr; gap: 40px; }
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.sig-box { border-top: 1px solid #333; padding-top: 10px; text-align: center; }
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</style></head>
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<body>
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<h1>{{title}}</h1>
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<p>合同编号：{{contract_number}}</p>
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<div class="parties">
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<p>甲方：{{client.name}}</p>
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<p>合同金额：¥{{amount}} | 已付：¥{{paid_amount}}</p>
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<p>期限：{{start_date}} 至 {{end_date}}</p>
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<p>付款条款：{{payment_terms}}</p>
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</div>
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<p>备注：{{notes}}</p>
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<div class="signature">
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<div class="sig-box">甲方签章</div>
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<div class="sig-box">乙方签章</div>
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</div>
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</body>
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</html>
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"""
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```
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---
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## 5. itops 插件增强
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### 5.1 Settings
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```toml
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[settings]
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[[settings.fields]]
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name = "default_sla_response"
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display_name = "默认SLA响应时间(小时)"
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field_type = "number"
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default_value = 8
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range = [1.0, 72.0]
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group = "SLA"
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[[settings.fields]]
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name = "default_sla_resolve"
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display_name = "默认SLA解决时间(小时)"
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field_type = "number"
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default_value = 48
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range = [1.0, 168.0]
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group = "SLA"
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[[settings.fields]]
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name = "notify_sla_breach"
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display_name = "SLA超标提醒"
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field_type = "boolean"
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default_value = true
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group = "提醒"
|
||
|
||
[[settings.fields]]
|
||
name = "notify_check_due"
|
||
display_name = "巡检到期提醒"
|
||
field_type = "boolean"
|
||
default_value = true
|
||
group = "提醒"
|
||
```
|
||
|
||
### 5.2 Trigger Events
|
||
|
||
```toml
|
||
[[trigger_events]]
|
||
name = "ticket_created"
|
||
display_name = "新工单"
|
||
description = "创建工单时开始SLA计时并通知"
|
||
entity = "ticket"
|
||
on = "create"
|
||
|
||
[[trigger_events]]
|
||
name = "ticket_status_changed"
|
||
display_name = "工单状态变更"
|
||
description = "工单状态变化时检查SLA是否达标"
|
||
entity = "ticket"
|
||
on = "update"
|
||
|
||
[[trigger_events]]
|
||
name = "contract_status_changed"
|
||
display_name = "维保合同状态变更"
|
||
description = "合同状态变化时检查到期预警"
|
||
entity = "service_contract"
|
||
on = "update"
|
||
|
||
[[trigger_events]]
|
||
name = "check_plan_updated"
|
||
display_name = "巡检计划更新"
|
||
description = "巡检计划更新时检查下次巡检日期"
|
||
entity = "check_plan"
|
||
on = "update"
|
||
```
|
||
|
||
### 5.3 Cascade
|
||
|
||
**已有字段追加 cascade 属性**，不是新增字段：
|
||
|
||
**ticket 实体 — 已有 contract_id 字段追加：**
|
||
```toml
|
||
cascade_from = "client_id"
|
||
cascade_filter = "client_id"
|
||
```
|
||
|
||
**check_record 实体 — 已有 contract_id 字段追加：**
|
||
```toml
|
||
cascade_from = "plan_id"
|
||
cascade_filter = "contract_id"
|
||
```
|
||
|
||
### 5.4 Visible When
|
||
|
||
**已有字段追加 visible_when 属性**：
|
||
|
||
**ticket 实体 — 已有 resolution 字段追加：**
|
||
```toml
|
||
visible_when = "status == 'resolved' || status == 'closed'"
|
||
```
|
||
|
||
**ticket 实体 — 已有 responded_at 字段追加：**
|
||
```toml
|
||
visible_when = "status != 'open'"
|
||
```
|
||
|
||
**ticket 实体 — 已有 resolved_at 字段追加：**
|
||
```toml
|
||
visible_when = "status == 'resolved' || status == 'closed'"
|
||
```
|
||
|
||
**ticket 实体 — 已有 closed_at 字段追加：**
|
||
```toml
|
||
visible_when = "status == 'closed'"
|
||
```
|
||
|
||
**check_record 实体 — 已有 issues_found 字段追加：**
|
||
```toml
|
||
visible_when = "result == 'abnormal'"
|
||
```
|
||
|
||
**check_record 实体 — 已有 actions_taken 字段追加：**
|
||
```toml
|
||
visible_when = "result == 'abnormal'"
|
||
```
|
||
|
||
### 5.5 Validation
|
||
|
||
**已有字段追加 validation 属性**：
|
||
|
||
**service_contract 实体 — 已有 contract_number 字段追加：**
|
||
```toml
|
||
validation = { pattern = "^SC-\\d{4}-\\d{4}$", message = "格式：SC-YYYY-NNNN" }
|
||
```
|
||
|
||
### 5.6 Dashboard
|
||
|
||
> **同 Layer 2 说明：** widgets 需要平台层配合（manifest.rs 扩展 + 前端渲染），非纯 plugin.toml 改动。此仪表盘页面**插入到现有页面列表最前面**，现有 4 个页面保持不变。
|
||
|
||
```toml
|
||
[[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" }
|
||
]
|
||
```
|
||
|
||
### 5.7 Template（维保合同 PDF）
|
||
|
||
```toml
|
||
[[templates]]
|
||
name = "service_contract_pdf"
|
||
display_name = "维保合同"
|
||
entity = "service_contract"
|
||
format = "pdf"
|
||
template_html = """
|
||
<html>
|
||
<head><style>
|
||
body { font-family: 'Microsoft YaHei', sans-serif; margin: 40px; }
|
||
h1 { text-align: center; border-bottom: 3px double #1890ff; padding-bottom: 10px; color: #1890ff; }
|
||
.sla-box { margin: 20px 0; padding: 15px; background: #e6f7ff; border: 1px solid #91d5ff; border-radius: 4px; }
|
||
.info-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 10px; margin: 20px 0; }
|
||
.info-item { padding: 8px; background: #fafafa; }
|
||
.signature { margin-top: 60px; display: grid; grid-template-columns: 1fr 1fr; gap: 40px; }
|
||
.sig-box { border-top: 1px solid #333; padding-top: 10px; text-align: center; }
|
||
</style></head>
|
||
<body>
|
||
<h1>{{name}}</h1>
|
||
<p>合同编号：{{contract_number}}</p>
|
||
<div class="info-grid">
|
||
<div class="info-item">客户：{{client.name}}</div>
|
||
<div class="info-item">合同金额：¥{{amount}}</div>
|
||
<div class="info-item">期限：{{start_date}} 至 {{end_date}}</div>
|
||
<div class="info-item">状态：{{status}}</div>
|
||
</div>
|
||
<div class="sla-box">
|
||
<strong>SLA 承诺：</strong>响应 {{sla_response_hours}} 小时内 / 解决 {{sla_resolve_hours}} 小时内
|
||
</div>
|
||
<p>服务范围：{{service_scope}}</p>
|
||
<p>付款条款：{{payment_terms}}</p>
|
||
<p>备注：{{notes}}</p>
|
||
<div class="signature">
|
||
<div class="sig-box">甲方签章</div>
|
||
<div class="sig-box">乙方签章</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
"""
|
||
```
|
||
|
||
---
|
||
|
||
## 6. 改进汇总
|
||
|
||
| 层次 | 能力 | freelance | itops |
|
||
|------|------|-----------|-------|
|
||
| Layer 1 | settings | 7 个配置项（公司名/税率/提醒偏好） | 4 个配置项（SLA默认值/提醒偏好） |
|
||
| Layer 1 | trigger_events | 5 个事件（商机/合同/发票/任务/支出） | 4 个事件（工单/合同/巡检） |
|
||
| Layer 1 | cascade | 4 处联动（合同/发票/工时表单） | 2 处联动（工单/巡检记录） |
|
||
| Layer 1 | visible_when | 4 个条件字段 | 6 个条件字段 |
|
||
| Layer 1 | validation | 2 个校验（邮箱/手机） | 1 个校验（合同编号格式） |
|
||
| Layer 2 | dashboard widgets | 财务卡片+紧急待办+商机漏斗+项目卡片 | 运维卡片+紧急待办 |
|
||
| Layer 3 | templates | 3 个 PDF（报价单/发票/合同） | 1 个 PDF（维保合同） |
|
||
|
||
**总计：** 2 个插件 × 3 层增强，从「数据录入」升级为「赚钱工具」。
|
||
|
||
---
|
||
|
||
## 7. 实施优先级
|
||
|
||
```
|
||
P1: freelance Layer 1（settings + trigger_events + cascade + visible_when + validation）
|
||
P2: itops Layer 1（settings + trigger_events + cascade + visible_when + validation）
|
||
P3: freelance Layer 3（3 个 PDF 模板）
|
||
P4: itops Layer 3（维保合同 PDF 模板）
|
||
P5: freelance Layer 2（仪表盘 widgets）
|
||
P6: itops Layer 2（仪表盘 widgets）
|
||
```
|
||
|
||
P1-P4 是纯 plugin.toml 改动（给已有字段追加 cascade/visible_when/validation 属性，以及新增 settings/trigger_events/templates 段落），可立即实施。P5-P6 的仪表盘 widgets 需要平台层配合：扩展 `manifest.rs` 的 `PluginPageType::Dashboard` 支持 `widgets` 字段 + 前端渲染组件。
|