f4dd228a67
插件菜单从扁平列表改为三级结构： 插件（分组）→ 插件名（可折叠子标题）→ 页面列表 - store 新增 PluginMenuGroup 类型和 pluginMenuGroups getter - MainLayout 新增 SidebarSubMenu 组件，支持展开/收起 - 折叠侧边栏时子菜单显示插件图标 + tooltip - 子菜单项增加缩进样式区分层级 - CRM 插件 name 改为 "CRM" 避免与页面标题重名
410 lines
8.6 KiB
TOML
410 lines
8.6 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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[[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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[[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 = "tag.manage"
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name = "管理客户标签"
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[[permissions]]
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code = "relationship.list"
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name = "查看客户关系"
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[[permissions]]
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code = "relationship.manage"
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name = "管理客户关系"
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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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[[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]]
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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]]
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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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[[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]]
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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]]
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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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[[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]]
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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]]
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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]]
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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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[[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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[[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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[[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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[[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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[[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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