erp/docs/superpowers/specs/2026-04-20-freelance-itops-plugin-enhancement-design.md

# freelance + itops 插件增强设计规格

> 日期: 2026-04-20
> 来源: 多专家头脑风暴（UX专家 + 业务顾问 + 运维专家 + 财务专家）
> 状态: Draft
> 前置: `docs/superpowers/specs/2026-04-19-shantou-zhijie-it-services-plugins-design.md`

---

## 1. 背景与动机

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：

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
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
3. **钱收回来了吗？** — 报价→合同→开票→收款割裂，没有串联
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
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

**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。

**改进目标：** 纯插件层增强，三层递进：
- Layer 1: 智能业务引擎 — 让系统主动驱动用户做事
- Layer 2: 仪表盘重构 — 一个页面掌控全局
- Layer 3: 专业输出 — 一键生成报价单/发票/合同 PDF

---

## 2. Layer 1: 智能业务引擎 — freelance 插件

### 2.1 Settings（插件配置页）

一次性配置公司信息和业务偏好，后续自动生效：

```toml
[settings]

  # ── 基本信息 ──
  [[settings.fields]]
  name = "company_name"
  display_name = "公司名称"
  field_type = "text"
  required = true
  group = "基本信息"

  [[settings.fields]]
  name = "currency_symbol"
  display_name = "货币符号"
  field_type = "text"
  default_value = "¥"
  group = "基本信息"

  # ── 财务 ──
  [[settings.fields]]
  name = "default_tax_rate"
  display_name = "默认税率(%)"
  field_type = "number"
  default_value = 6
  range = [0.0, 100.0]
  group = "财务"

  # ── 提醒 ──
  [[settings.fields]]
  name = "payment_reminder_days"
  display_name = "收款提前提醒(天)"
  field_type = "number"
  default_value = 3
  range = [1.0, 30.0]
  group = "提醒"

  [[settings.fields]]
  name = "notify_contract_expiring"
  display_name = "合同到期提醒"
  field_type = "boolean"
  default_value = true
  group = "提醒"

  [[settings.fields]]
  name = "notify_payment_overdue"
  display_name = "逾期收款提醒"
  field_type = "boolean"
  default_value = true
  group = "提醒"

  [[settings.fields]]
  name = "notify_opportunity_followup"
  display_name = "商机跟进提醒"
  field_type = "boolean"
  default_value = true
  group = "提醒"
```

### 2.2 Trigger Events（自动事件驱动）

关键操作时自动发通知，把"人找事"变"事找人"：

```toml
[[trigger_events]]
name = "opportunity_stage_changed"
display_name = "商机阶段变更"
description = "商机阶段发生变化时通知，特别是成交或失败"
entity = "opportunity"
on = "update"

[[trigger_events]]
name = "contract_status_changed"
display_name = "合同状态变更"
description = "合同状态变化时检查到期预警"
entity = "contract"
on = "update"

[[trigger_events]]
name = "invoice_status_changed"
display_name = "发票状态变更"
description = "发票状态变化时检查逾期收款"
entity = "invoice"
on = "update"

[[trigger_events]]
name = "task_status_changed"
display_name = "任务状态变更"
description = "任务完成或取消时通知"
entity = "task"
on = "update"

[[trigger_events]]
name = "expense_created"
display_name = "新支出记录"
description = "记录新支出时通知"
entity = "expense"
on = "create"
```

### 2.3 Cascade（智能联动下拉）

选客户后自动过滤其关联数据：

**contract 实体新增：**
```toml
  # client_id 选择后，opportunity_id 自动过滤只显示该客户的商机
  [[schema.entities.fields]]
  name = "opportunity_id"
  field_type = "uuid"
  display_name = "关联商机"
  ref_entity = "opportunity"
  cascade_from = "client_id"
  cascade_filter = "client_id"

  # client_id 选择后，quote_id 自动过滤只显示该客户的报价
  [[schema.entities.fields]]
  name = "quote_id"
  field_type = "uuid"
  display_name = "关联报价"
  ref_entity = "quote"
  cascade_from = "client_id"
  cascade_filter = "client_id"
```

**invoice 实体新增：**
```toml
  # client_id 选择后，project_id 自动过滤
  [[schema.entities.fields]]
  name = "project_id"
  field_type = "uuid"
  display_name = "关联项目"
  ref_entity = "project"
  cascade_from = "client_id"
  cascade_filter = "client_id"

  # client_id 选择后，contract_id 自动过滤
  [[schema.entities.fields]]
  name = "contract_id"
  field_type = "uuid"
  display_name = "关联合同"
  ref_entity = "contract"
  cascade_from = "client_id"
  cascade_filter = "client_id"
```

**time_entry 实体新增：**
```toml
  # project_id 选择后，task_id 自动过滤只显示该项目的任务
  [[schema.entities.fields]]
  name = "task_id"
  field_type = "uuid"
  display_name = "关联任务"
  ui_widget = "entity_select"
  ref_entity = "task"
  ref_label_field = "title"
  ref_search_fields = ["title"]
  cascade_from = "project_id"
  cascade_filter = "project_id"
```

### 2.4 Visible When（条件显示）

只在有意义时才显示字段：

| 实体 | 字段 | 条件 |
|------|------|------|
| invoice | payment_date | `status == 'paid' \|\| status == 'partial'` |
| contract | paid_amount | `status != 'drafting'` |
| task | actual_hours | `status != 'todo'` |
| quote | total_amount | `status != 'draft'` |

### 2.5 Validation（字段校验）

```toml
  # client 实体 - email 字段增加校验
  [[schema.entities.fields]]
  name = "email"
  field_type = "string"
  display_name = "邮箱"
  validation = { pattern = "^[^@]+@[^@]+\\.[^@]+$", message = "请输入有效的邮箱地址" }

  # client 实体 - phone 字段增加校验
  [[schema.entities.fields]]
  name = "phone"
  field_type = "string"
  display_name = "电话"
  validation = { pattern = "^1[3-9]\\d{9}$", message = "请输入有效的手机号" }
```

---

## 3. Layer 2: 仪表盘重构 — freelance 插件

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：

```toml
[[ui.pages]]
type = "dashboard"
label = "工作台"
icon = "DashboardOutlined"

  # ── 财务概览卡片 ──
  [[ui.pages.widgets]]
  type = "stat_cards"
  label = "财务概览"
  cards = [
    { entity = "invoice", aggregate = "sum", field = "amount", filter = "type == 'payment' && status != 'overdue'", label = "本月收入", icon = "rise", color = "green" },
    { entity = "expense", aggregate = "sum", field = "amount", label = "本月支出", icon = "fall", color = "red" },
    { entity = "invoice", aggregate = "sum", field = "amount", filter = "status == 'overdue' || status == 'pending'", label = "应收总额", icon = "dollar", color = "orange" },
    { entity = "invoice", aggregate = "count", filter = "status == 'overdue'", label = "逾期笔数", icon = "warning", color = "red" }
  ]

  # ── 紧急待办 ──
  [[ui.pages.widgets]]
  type = "action_list"
  label = "紧急待办"
  max_items = 5
  queries = [
    { entity = "invoice", filter = "status == 'overdue'", label_field = "invoice_number", subtitle_field = "amount", action = "查看", icon = "warning" },
    { entity = "task", filter = "status != 'done' && status != 'cancelled'", sort = "due_date asc", label_field = "title", subtitle_field = "due_date", action = "处理", icon = "clock" },
    { entity = "contract", filter = "status == 'active'", sort = "end_date asc", label_field = "title", subtitle_field = "end_date", action = "续约", icon = "file-text" },
    { entity = "opportunity", filter = "next_follow_up <= today", label_field = "title", subtitle_field = "next_follow_up", action = "跟进", icon = "phone" }
  ]

  # ── 商机漏斗 ──
  [[ui.pages.widgets]]
  type = "funnel"
  label = "商机漏斗"
  entity = "opportunity"
  lane_field = "stage"
  value_field = "estimated_amount"
  lane_order = ["visit", "requirement", "quote", "negotiation", "won", "lost"]

  # ── 活跃项目卡片 ──
  [[ui.pages.widgets]]
  type = "card_list"
  label = "活跃项目"
  entity = "project"
  filter = "status == 'in_progress'"
  max_items = 4
  title_field = "name"
  subtitle_field = "contract_amount"
  tags = ["business_type", "status"]
```

**依赖：** 仪表盘 widgets 渲染需要前端配合解析 `widgets` 声明。数据源来自平台已有的聚合 API（`/count`、`/aggregate`）。

---

## 4. Layer 3: 专业输出 — freelance 插件

一键生成专业 PDF，替代手动排 Word：

### 4.1 报价单模板

```toml
[[templates]]
name = "quote_pdf"
display_name = "报价单"
entity = "quote"
format = "pdf"
template_html = """
<html>
<head><style>
  body { font-family: 'Microsoft YaHei', sans-serif; margin: 40px; }
  h1 { text-align: center; border-bottom: 2px solid #333; padding-bottom: 10px; }
  table { width: 100%; border-collapse: collapse; margin: 20px 0; }
  th, td { border: 1px solid #ddd; padding: 8px; text-align: left; }
  th { background-color: #f5f5f5; }
  .total { text-align: right; font-size: 18px; font-weight: bold; }
  .footer { margin-top: 40px; color: #666; font-size: 12px; }
</style></head>
<body>
  <h1>报价单 {{quote_number}}</h1>
  <p>客户：{{client.name}} | 有效期至：{{valid_until}}</p>
  <table>
    <tr><th>项目</th><th>描述</th><th>数量</th><th>单价</th><th>金额</th></tr>
    {{#each lines}}
    <tr><td>{{item_name}}</td><td>{{description}}</td><td>{{quantity}}</td><td>{{unit_price}}</td><td>{{amount}}</td></tr>
    {{/each}}
  </table>
  <p class="total">小计：{{subtotal}} | 税率：{{tax_rate}}% | 总计：{{total_amount}}</p>
  <div class="footer">备注：{{notes}}</div>
</body>
</html>
"""
```

### 4.2 发票模板

```toml
[[templates]]
name = "invoice_pdf"
display_name = "发票"
entity = "invoice"
format = "pdf"
template_html = """
<html>
<head><style>
  body { font-family: 'Microsoft YaHei', sans-serif; margin: 40px; }
  h1 { text-align: center; color: #1890ff; border-bottom: 2px solid #1890ff; padding-bottom: 10px; }
  .info-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 10px; margin: 20px 0; }
  .info-item { padding: 8px; background: #fafafa; }
  .amount { font-size: 24px; font-weight: bold; text-align: center; color: #f5222d; margin: 20px 0; }
  .status-badge { display: inline-block; padding: 4px 12px; border-radius: 4px; background: #f0f0f0; }
</style></head>
<body>
  <h1>发票 {{invoice_number}}</h1>
  <div class="info-grid">
    <div class="info-item">客户：{{client.name}}</div>
    <div class="info-item">类型：{{type}}</div>
    <div class="info-item">开票日期：{{issue_date}}</div>
    <div class="info-item">到期日：{{due_date}}</div>
  </div>
  <div class="amount">¥{{amount}}</div>
  <p>状态：<span class="status-badge">{{status}}</span></p>
  <p>备注：{{notes}}</p>
</body>
</html>
"""
```

### 4.3 合同模板

```toml
[[templates]]
name = "contract_pdf"
display_name = "合同"
entity = "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 #333; padding-bottom: 10px; }
  .parties { margin: 20px 0; padding: 15px; background: #fafafa; border-left: 4px solid #1890ff; }
  .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>{{title}}</h1>
  <p>合同编号：{{contract_number}}</p>
  <div class="parties">
    <p>甲方：{{client.name}}</p>
    <p>合同金额：¥{{amount}} | 已付：¥{{paid_amount}}</p>
    <p>期限：{{start_date}} 至 {{end_date}}</p>
    <p>付款条款：{{payment_terms}}</p>
  </div>
  <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>
"""
```

---

## 5. itops 插件增强

### 5.1 Settings

```toml
[settings]

  [[settings.fields]]
  name = "default_sla_response"
  display_name = "默认SLA响应时间(小时)"
  field_type = "number"
  default_value = 8
  range = [1.0, 72.0]
  group = "SLA"

  [[settings.fields]]
  name = "default_sla_resolve"
  display_name = "默认SLA解决时间(小时)"
  field_type = "number"
  default_value = 48
  range = [1.0, 168.0]
  group = "SLA"

  [[settings.fields]]
  name = "notify_sla_breach"
  display_name = "SLA超标提醒"
  field_type = "boolean"
  default_value = true
  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

```toml
# ticket 实体：选客户后过滤其维保合同
  [[schema.entities.fields]]
  name = "contract_id"
  field_type = "uuid"
  display_name = "维保合同"
  ui_widget = "entity_select"
  ref_entity = "service_contract"
  ref_label_field = "name"
  ref_search_fields = ["name"]
  cascade_from = "client_id"
  cascade_filter = "client_id"

# check_record 实体：选巡检计划后过滤合同
  [[schema.entities.fields]]
  name = "contract_id"
  field_type = "uuid"
  display_name = "维保合同"
  ref_entity = "service_contract"
  cascade_from = "plan_id"
  cascade_filter = "contract_id"
```

### 5.4 Visible When

| 实体 | 字段 | 条件 |
|------|------|------|
| ticket | resolution | `status == 'resolved' \|\| status == 'closed'` |
| ticket | responded_at | `status != 'open'` |
| ticket | resolved_at | `status == 'resolved' \|\| status == 'closed'` |
| ticket | closed_at | `status == 'closed'` |
| check_record | issues_found | `result == 'abnormal'` |
| check_record | actions_taken | `result == 'abnormal'` |

### 5.5 Validation

```toml
  # service_contract - contract_number 格式校验
  validation = { pattern = "^SC-\\d{4}-\\d{4}$", message = "格式：SC-YYYY-NNNN" }
```

### 5.6 Dashboard

```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，可立即实施。P5-P6 的仪表盘 widgets 需要前端配合解析 widgets 声明。