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汕头市智界科技有限公司 — 行业插件设计规格

日期: 2026-04-19 来源: 无主题发散式互动探讨（多专家头脑风暴） 状态: Draft

1. 背景与动机

以汕头市智界科技有限公司（一人 IT 服务公司）为案例，设计针对 IT 服务行业的 ERP 插件组合，覆盖其全部 9 条经营范围。

公司经营范围：

  1. 软件开发
  2. 数字文化创意软件开发
  3. 人工智能基础/应用软件开发
  4. 信息系统集成服务
  5. 网络技术服务
  6. 软件销售
  7. 软件外包服务
  8. 计算机软硬件及辅助设备批发/零售
  9. 信息技术咨询服务
  10. 信息系统运行维护服务
  11. 数字内容制作服务
  12. 市场营销策划

设计原则：

  • 一人公司优先：所有功能对单人操作友好，减少上下文切换
  • 最少插件覆盖最多场景：3 个插件覆盖全部经营范围
  • 快捷操作优先：高频操作一键完成，不打开完整表单
  • 全局工作台：一个仪表盘掌握全局

插件组合与经营范围对照：

插件 覆盖的经营范围
freelance（自由职业者工作台） 软件开发、AI开发、系统集成、外包、IT咨询、数字内容、营销策划
itops（IT 运维服务台） IT 运维服务、网络技术服务
inventory（已有，需扩展） 软硬件批发零售

2. 插件 1：erp-plugin-freelance（自由职业者工作台）

2.1 插件元数据

[metadata]
id = "erp-freelance"
name = "自由职业者工作台"
version = "0.1.0"
description = "一人 IT 服务公司的全链路业务管理：客户→商机→报价→合同→项目→工时→开票→收支"
author = "ERP Platform"

2.2 实体设计（9 个实体）

2.2.1 client（客户）

[[schema.entities]]
name = "client"
display_name = "客户"

[[schema.entities.fields]]
name = "name"
field_type = "string"
display_name = "客户名称"
required = true

[[schema.entities.fields]]
name = "contact_name"
field_type = "string"
display_name = "联系人"

[[schema.entities.fields]]
name = "phone"
field_type = "string"
display_name = "电话"

[[schema.entities.fields]]
name = "email"
field_type = "string"
display_name = "邮箱"

[[schema.entities.fields]]
name = "industry"
field_type = "string"
display_name = "行业"
ui_widget = "select"
options = ["制造业", "零售", "教育", "医疗", "政府", "金融", "其他"]

[[schema.entities.fields]]
name = "source"
field_type = "string"
display_name = "来源"
ui_widget = "select"
options = ["转介绍", "线上", "展会", "老客户", "主动开发"]

[[schema.entities.fields]]
name = "level"
field_type = "string"
display_name = "重要等级"
ui_widget = "select"
options = ["A", "B", "C"]

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["潜在", "活跃", "休眠", "流失"]
default_value = "潜在"

[[schema.entities.fields]]
name = "address"
field_type = "string"
display_name = "地址"

[[schema.entities.fields]]
name = "notes"
field_type = "text"
display_name = "备注"

2.2.2 opportunity（商机）

[[schema.entities]]
name = "opportunity"
display_name = "商机"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
required = true

[[schema.entities.fields]]
name = "title"
field_type = "string"
display_name = "商机名称"
required = true

[[schema.entities.fields]]
name = "business_type"
field_type = "string"
display_name = "业务类型"
ui_widget = "select"
options = ["software_development", "ai_development", "system_integration", "software_outsourcing", "it_consulting", "digital_content", "marketing_planning"]
required = true

[[schema.entities.fields]]
name = "stage"
field_type = "string"
display_name = "阶段"
ui_widget = "select"
options = ["初访", "需求确认", "报价", "谈判", "成交", "失败"]
default_value = "初访"

[[schema.entities.fields]]
name = "estimated_amount"
field_type = "number"
display_name = "预估金额"

[[schema.entities.fields]]
name = "probability"
field_type = "number"
display_name = "成交概率(%)"

[[schema.entities.fields]]
name = "expected_close_date"
field_type = "date"
display_name = "预计成交日期"

[[schema.entities.fields]]
name = "next_follow_up"
field_type = "date"
display_name = "下次跟进日期"

[[schema.entities.fields]]
name = "description"
field_type = "text"
display_name = "需求描述"

2.2.3 quote（报价单）

[[schema.entities]]
name = "quote"
display_name = "报价单"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
required = true

[[schema.entities.fields]]
name = "opportunity_id"
field_type = "uuid"
display_name = "关联商机"
ref_entity = "opportunity"

[[schema.entities.fields]]
name = "quote_number"
field_type = "string"
display_name = "报价单号"
generated = true

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["草稿", "已发送", "已接受", "已拒绝", "已过期"]
default_value = "草稿"

[[schema.entities.fields]]
name = "valid_until"
field_type = "date"
display_name = "有效期至"

[[schema.entities.fields]]
name = "subtotal"
field_type = "number"
display_name = "小计"

[[schema.entities.fields]]
name = "tax_rate"
field_type = "number"
display_name = "税率(%)"
default_value = 0

[[schema.entities.fields]]
name = "total_amount"
field_type = "number"
display_name = "总金额"

[[schema.entities.fields]]
name = "notes"
field_type = "text"
display_name = "备注"

2.2.4 quote_line（报价明细行）

[[schema.entities]]
name = "quote_line"
display_name = "报价明细"

[[schema.entities.fields]]
name = "quote_id"
field_type = "uuid"
display_name = "报价单"
ref_entity = "quote"
required = true

[[schema.entities.fields]]
name = "item_name"
field_type = "string"
display_name = "项目名称"
required = true

[[schema.entities.fields]]
name = "description"
field_type = "string"
display_name = "描述"

[[schema.entities.fields]]
name = "quantity"
field_type = "number"
display_name = "数量"
required = true
default_value = 1

[[schema.entities.fields]]
name = "unit_price"
field_type = "number"
display_name = "单价"
required = true

[[schema.entities.fields]]
name = "unit"
field_type = "string"
display_name = "单位"
ui_widget = "select"
options = ["项目", "人月", "人天", "小时", "个", "套"]
default_value = "项目"

[[schema.entities.fields]]
name = "amount"
field_type = "number"
display_name = "金额"

2.2.5 contract（合同）

[[schema.entities]]
name = "contract"
display_name = "合同"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
required = true

[[schema.entities.fields]]
name = "opportunity_id"
field_type = "uuid"
display_name = "关联商机"
ref_entity = "opportunity"

[[schema.entities.fields]]
name = "quote_id"
field_type = "uuid"
display_name = "关联报价"
ref_entity = "quote"

[[schema.entities.fields]]
name = "contract_number"
field_type = "string"
display_name = "合同编号"
generated = true

[[schema.entities.fields]]
name = "title"
field_type = "string"
display_name = "合同名称"
required = true

[[schema.entities.fields]]
name = "type"
field_type = "string"
display_name = "合同类型"
ui_widget = "select"
options = ["开发合同", "集成合同", "外包合同", "咨询合同", "维保合同", "销售合同", "其他"]
required = true

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["草拟中", "待签署", "执行中", "已完成", "已终止"]
default_value = "草拟中"

[[schema.entities.fields]]
name = "amount"
field_type = "number"
display_name = "合同金额"
required = true

[[schema.entities.fields]]
name = "paid_amount"
field_type = "number"
display_name = "已付金额"
default_value = 0

[[schema.entities.fields]]
name = "start_date"
field_type = "date"
display_name = "开始日期"

[[schema.entities.fields]]
name = "end_date"
field_type = "date"
display_name = "结束日期"

[[schema.entities.fields]]
name = "payment_terms"
field_type = "string"
display_name = "付款条款"

[[schema.entities.fields]]
name = "notes"
field_type = "text"
display_name = "备注"

2.2.6 project（项目）

[[schema.entities]]
name = "project"
display_name = "项目"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
required = true

[[schema.entities.fields]]
name = "contract_id"
field_type = "uuid"
display_name = "关联合同"
ref_entity = "contract"

[[schema.entities.fields]]
name = "opportunity_id"
field_type = "uuid"
display_name = "关联商机"
ref_entity = "opportunity"

[[schema.entities.fields]]
name = "name"
field_type = "string"
display_name = "项目名称"
required = true

[[schema.entities.fields]]
name = "business_type"
field_type = "string"
display_name = "业务类型"
ui_widget = "select"
options = ["software_development", "ai_development", "system_integration", "software_outsourcing", "it_consulting", "digital_content", "marketing_planning"]

[[schema.entities.fields]]
name = "deliverable_type"
field_type = "string"
display_name = "交付物类型"
ui_widget = "select"
options = ["software", "website", "miniprogram", "video", "design", "document", "consulting_report"]

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["待开始", "进行中", "已交付", "验收中", "已完成", "已搁置"]
default_value = "待开始"

[[schema.entities.fields]]
name = "start_date"
field_type = "date"
display_name = "开始日期"

[[schema.entities.fields]]
name = "end_date"
field_type = "date"
display_name = "截止日期"

[[schema.entities.fields]]
name = "contract_amount"
field_type = "number"
display_name = "合同金额"

[[schema.entities.fields]]
name = "description"
field_type = "text"
display_name = "项目说明"

2.2.7 task（任务）

[[schema.entities]]
name = "task"
display_name = "任务"

[[schema.entities.fields]]
name = "project_id"
field_type = "uuid"
display_name = "所属项目"
ref_entity = "project"
required = true

[[schema.entities.fields]]
name = "title"
field_type = "string"
display_name = "任务标题"
required = true

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["待办", "进行中", "已完成", "已取消"]
default_value = "待办"

[[schema.entities.fields]]
name = "priority"
field_type = "string"
display_name = "优先级"
ui_widget = "select"
options = ["紧急", "高", "中", "低"]
default_value = "中"

[[schema.entities.fields]]
name = "due_date"
field_type = "date"
display_name = "截止日期"

[[schema.entities.fields]]
name = "estimated_hours"
field_type = "number"
display_name = "预估工时"

[[schema.entities.fields]]
name = "actual_hours"
field_type = "number"
display_name = "实际工时"

[[schema.entities.fields]]
name = "description"
field_type = "text"
display_name = "详细说明"

2.2.8 time_entry（工时记录）

[[schema.entities]]
name = "time_entry"
display_name = "工时记录"

[[schema.entities.fields]]
name = "task_id"
field_type = "uuid"
display_name = "关联任务"
ref_entity = "task"

[[schema.entities.fields]]
name = "project_id"
field_type = "uuid"
display_name = "关联项目"
ref_entity = "project"
required = true

[[schema.entities.fields]]
name = "date"
field_type = "date"
display_name = "日期"
required = true

[[schema.entities.fields]]
name = "hours"
field_type = "number"
display_name = "时长(小时)"
required = true

[[schema.entities.fields]]
name = "description"
field_type = "string"
display_name = "工作内容"

2.2.9 invoice（发票/收款）

[[schema.entities]]
name = "invoice"
display_name = "发票/收款"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
required = true

[[schema.entities.fields]]
name = "project_id"
field_type = "uuid"
display_name = "关联项目"
ref_entity = "project"

[[schema.entities.fields]]
name = "contract_id"
field_type = "uuid"
display_name = "关联合同"
ref_entity = "contract"

[[schema.entities.fields]]
name = "invoice_number"
field_type = "string"
display_name = "发票号"
generated = true

[[schema.entities.fields]]
name = "type"
field_type = "string"
display_name = "类型"
ui_widget = "select"
options = ["开票", "收款记录"]
required = true

[[schema.entities.fields]]
name = "amount"
field_type = "number"
display_name = "金额"
required = true

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["待开票", "已开票", "部分收款", "已收款", "已逾期"]
default_value = "待开票"

[[schema.entities.fields]]
name = "issue_date"
field_type = "date"
display_name = "开票日期"

[[schema.entities.fields]]
name = "due_date"
field_type = "date"
display_name = "到期日"

[[schema.entities.fields]]
name = "payment_date"
field_type = "date"
display_name = "实际收款日期"

[[schema.entities.fields]]
name = "notes"
field_type = "text"
display_name = "备注"

2.2.10 expense（支出）

[[schema.entities]]
name = "expense"
display_name = "支出"

[[schema.entities.fields]]
name = "project_id"
field_type = "uuid"
display_name = "关联项目"
ref_entity = "project"

[[schema.entities.fields]]
name = "category"
field_type = "string"
display_name = "类别"
ui_widget = "select"
options = ["硬件", "软件订阅", "云服务", "差旅", "餐饮", "办公用品", "其他"]
required = true

[[schema.entities.fields]]
name = "amount"
field_type = "number"
display_name = "金额"
required = true

[[schema.entities.fields]]
name = "date"
field_type = "date"
display_name = "日期"
required = true

[[schema.entities.fields]]
name = "vendor"
field_type = "string"
display_name = "供应商"

[[schema.entities.fields]]
name = "description"
field_type = "string"
display_name = "描述"

2.3 权限声明（10 实体 x 2 = 20 个权限码）

[[permissions]]
code = "client.list"
name = "查看客户"

[[permissions]]
code = "client.manage"
name = "管理客户"

[[permissions]]
code = "opportunity.list"
name = "查看商机"

[[permissions]]
code = "opportunity.manage"
name = "管理商机"

[[permissions]]
code = "quote.list"
name = "查看报价"

[[permissions]]
code = "quote.manage"
name = "管理报价"

[[permissions]]
code = "quote_line.list"
name = "查看报价明细"

[[permissions]]
code = "quote_line.manage"
name = "管理报价明细"

[[permissions]]
code = "contract.list"
name = "查看合同"

[[permissions]]
code = "contract.manage"
name = "管理合同"

[[permissions]]
code = "project.list"
name = "查看项目"

[[permissions]]
code = "project.manage"
name = "管理项目"

[[permissions]]
code = "task.list"
name = "查看任务"

[[permissions]]
code = "task.manage"
name = "管理任务"

[[permissions]]
code = "time_entry.list"
name = "查看工时"

[[permissions]]
code = "time_entry.manage"
name = "管理工时"

[[permissions]]
code = "invoice.list"
name = "查看发票"

[[permissions]]
code = "invoice.manage"
name = "管理发票"

[[permissions]]
code = "expense.list"
name = "查看支出"

[[permissions]]
code = "expense.manage"
name = "管理支出"

2.4 页面设计（4 个页面）

页面 1：全局工作台（Dashboard）

展示内容：

  • 财务概览：本月收入/支出/利润、应收总额、逾期金额
  • 紧急待办：今日到期任务、逾期收款、即将到期合同（7天内）
  • 活跃项目：进行中项目卡片（进度条 = 已用工时/预估工时）
  • 最新工单：最近 5 条 itops 工单（如已安装）
  • 商机跟进提醒：next_follow_up 在本周内的商机

快捷操作按钮条（页面顶部）：

  • 开始/停止计时（悬浮计时器）
  • 快速记支出（3 字段：金额+分类+备注）
  • 新建报价
  • 新建工单（如 itops 已安装）

页面 2：客户管理

客户列表（支持搜索、按来源/行业/等级/状态筛选）+ 客户详情 Tab 页：

  • Tab 1：基本信息
  • Tab 2：商机列表（看板视图，按阶段分列）
  • Tab 3：报价/合同
  • Tab 4：项目
  • Tab 5：发票/收支

从客户详情一键生成：报价单 / 合同 / 项目

页面 3：项目工作台

项目列表 → 项目详情 Tab 页：

  • Tab 1：项目信息
  • Tab 2：任务列表（状态分组，支持拖拽排序）
  • Tab 3：工时记录（支持快速录入）
  • Tab 4：关联发票

页面 4：财务中心

Tab 1：报价管理（报价单列表 + 详情） Tab 2：合同管理（合同列表 + 详情 + 到期预警） Tab 3：发票/收款（发票列表 + 收支统计图表）

3. 插件 2：erp-plugin-itops（IT 运维服务台）

3.1 插件元数据

[metadata]
id = "erp-itops"
name = "IT 运维服务台"
version = "0.1.0"
description = "IT 运维工单管理 + SLA 追踪 + 定期巡检"
author = "ERP Platform"

3.2 跨插件依赖声明

[dependencies.freelance]
optional = true
description = "自由职业者工作台 — 自动关联客户数据，未安装时客户字段为手动输入"

3.3 实体设计（4 个实体）

3.3.1 service_contract（维保合同）

[[schema.entities]]
name = "service_contract"
display_name = "维保合同"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
ref_scope = "external"
ref_display_field = "name"
ref_search_fields = ["name", "phone"]
ref_fallback_label = "外部客户"
filterable = true

[[schema.entities.fields]]
name = "contract_number"
field_type = "string"
display_name = "合同编号"
generated = true

[[schema.entities.fields]]
name = "name"
field_type = "string"
display_name = "合同名称"
required = true

[[schema.entities.fields]]
name = "service_scope"
field_type = "text"
display_name = "服务范围"

[[schema.entities.fields]]
name = "sla_level"
field_type = "string"
display_name = "SLA 等级"
ui_widget = "select"
options = ["标准", "银牌", "金牌"]
required = true
default_value = "标准"

[[schema.entities.fields]]
name = "sla_response_hours"
field_type = "number"
display_name = "SLA 响应时间(小时)"
default_value = 8

[[schema.entities.fields]]
name = "sla_resolve_hours"
field_type = "number"
display_name = "SLA 解决时间(小时)"
default_value = 48

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["生效中", "即将到期", "已过期", "已终止"]
default_value = "生效中"

[[schema.entities.fields]]
name = "start_date"
field_type = "date"
display_name = "开始日期"
required = true

[[schema.entities.fields]]
name = "end_date"
field_type = "date"
display_name = "结束日期"
required = true

[[schema.entities.fields]]
name = "amount"
field_type = "number"
display_name = "合同金额"

[[schema.entities.fields]]
name = "payment_terms"
field_type = "string"
display_name = "付款条款"

[[schema.entities.fields]]
name = "notes"
field_type = "text"
display_name = "备注"

3.3.2 ticket（工单）

[[schema.entities]]
name = "ticket"
display_name = "工单"

[[schema.entities.fields]]
name = "contract_id"
field_type = "uuid"
display_name = "维保合同"
ref_entity = "service_contract"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
ref_scope = "external"
ref_display_field = "name"
ref_search_fields = ["name", "phone"]
ref_fallback_label = "外部客户"
filterable = true

[[schema.entities.fields]]
name = "title"
field_type = "string"
display_name = "工单标题"
required = true

[[schema.entities.fields]]
name = "type"
field_type = "string"
display_name = "类型"
ui_widget = "select"
options = ["故障", "巡检", "咨询", "变更", "其他"]
default_value = "故障"

[[schema.entities.fields]]
name = "priority"
field_type = "string"
display_name = "优先级"
ui_widget = "select"
options = ["紧急", "高", "中", "低"]
default_value = "中"

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["待处理", "处理中", "等待客户", "已解决", "已关闭"]
default_value = "待处理"

[[schema.entities.fields]]
name = "channel"
field_type = "string"
display_name = "来源渠道"
ui_widget = "select"
options = ["电话", "微信", "邮件", "系统"]

[[schema.entities.fields]]
name = "description"
field_type = "text"
display_name = "问题描述"

[[schema.entities.fields]]
name = "resolution"
field_type = "text"
display_name = "解决方案"

[[schema.entities.fields]]
name = "responded_at"
field_type = "datetime"
display_name = "首次响应时间"

[[schema.entities.fields]]
name = "resolved_at"
field_type = "datetime"
display_name = "解决时间"

[[schema.entities.fields]]
name = "closed_at"
field_type = "datetime"
display_name = "关闭时间"

3.3.3 check_plan（巡检计划）

[[schema.entities]]
name = "check_plan"
display_name = "巡检计划"

[[schema.entities.fields]]
name = "contract_id"
field_type = "uuid"
display_name = "维保合同"
ref_entity = "service_contract"
required = true

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
ref_scope = "external"
ref_display_field = "name"
ref_search_fields = ["name", "phone"]
ref_fallback_label = "外部客户"
filterable = true

[[schema.entities.fields]]
name = "name"
field_type = "string"
display_name = "计划名称"
required = true

[[schema.entities.fields]]
name = "frequency"
field_type = "string"
display_name = "巡检频率"
ui_widget = "select"
options = ["每周", "每两周", "每月", "每季度"]
required = true

[[schema.entities.fields]]
name = "check_items"
field_type = "text"
display_name = "检查项(JSON)"

[[schema.entities.fields]]
name = "status"
field_type = "string"
display_name = "状态"
ui_widget = "select"
options = ["启用", "停用"]
default_value = "启用"

[[schema.entities.fields]]
name = "next_check_date"
field_type = "date"
display_name = "下次巡检日期"

[[schema.entities.fields]]
name = "notes"
field_type = "text"
display_name = "备注"

3.3.4 check_record（巡检记录）

[[schema.entities]]
name = "check_record"
display_name = "巡检记录"

[[schema.entities.fields]]
name = "plan_id"
field_type = "uuid"
display_name = "巡检计划"
ref_entity = "check_plan"
required = true

[[schema.entities.fields]]
name = "contract_id"
field_type = "uuid"
display_name = "维保合同"
ref_entity = "service_contract"

[[schema.entities.fields]]
name = "client_id"
field_type = "uuid"
display_name = "客户"
ref_entity = "client"
ref_scope = "external"
ref_display_field = "name"
ref_search_fields = ["name", "phone"]
ref_fallback_label = "外部客户"
filterable = true

[[schema.entities.fields]]
name = "check_date"
field_type = "date"
display_name = "巡检日期"
required = true

[[schema.entities.fields]]
name = "result"
field_type = "string"
display_name = "结果"
ui_widget = "select"
options = ["正常", "有异常"]
required = true

[[schema.entities.fields]]
name = "items_data"
field_type = "text"
display_name = "检查项结果(JSON)"

[[schema.entities.fields]]
name = "issues_found"
field_type = "text"
display_name = "发现的问题"

[[schema.entities.fields]]
name = "actions_taken"
field_type = "text"
display_name = "采取措施"

[[schema.entities.fields]]
name = "notes"
field_type = "text"
display_name = "备注"

3.4 权限声明（4 实体 x 2 = 8 个权限码）

[[permissions]]
code = "service_contract.list"
name = "查看维保合同"

[[permissions]]
code = "service_contract.manage"
name = "管理维保合同"

[[permissions]]
code = "ticket.list"
name = "查看工单"

[[permissions]]
code = "ticket.manage"
name = "管理工单"

[[permissions]]
code = "check_plan.list"
name = "查看巡检计划"

[[permissions]]
code = "check_plan.manage"
name = "管理巡检计划"

[[permissions]]
code = "check_record.list"
name = "查看巡检记录"

[[permissions]]
code = "check_record.manage"
name = "管理巡检记录"

3.5 页面设计（3 个页面）

页面 1：运维概览（共享工作台的一部分）

作为全局工作台的一个区域展示：

  • 活跃合同数 + 即将到期合同预警
  • 本月工单统计（按状态饼图）
  • SLA 达标率（百分比 + 趋势）
  • 今日待巡检列表
  • 最近 5 条工单

快捷操作：快速创建工单（3 字段：标题+客户+优先级）

页面 2：合同管理

维保合同列表（支持按状态/客户/到期日筛选）+ 合同详情 Tab 页：

  • Tab 1：合同信息
  • Tab 2：关联工单
  • Tab 3：巡检计划 + 巡检记录

页面 3：工单中心

Tab 1：工单列表（按状态分 Tab：待处理/处理中/已解决/已关闭） Tab 2：巡检管理（巡检计划列表 + 巡检记录列表）

工单详情展示 SLA 倒计时（超时变红预警）

3.6 SLA 自动计算规则

SLA 等级 响应时间 解决时间 创建工单时自动带入
标准 8 小时 48 小时 sla_response_hours=8, sla_resolve_hours=48
银牌 4 小时 24 小时 sla_response_hours=4, sla_resolve_hours=24
金牌 2 小时 8 小时 sla_response_hours=2, sla_resolve_hours=8

工单列表中实时显示 SLA 倒计时。

4. 跨插件引用关系

itops.service_contract.client_id  → freelance.client (ref_scope=external)
itops.ticket.client_id            → freelance.client (ref_scope=external)
itops.check_plan.client_id        → freelance.client (ref_scope=external)
itops.check_record.client_id      → freelance.client (ref_scope=external)

降级行为（freelance 未安装时）：client_id 降级为文本输入字段，显示 ref_fallback_label "外部客户"。

5. inventory 插件扩展建议

在现有 inventory 插件的 product 实体增加字段：

字段 类型 说明
product_type select: physical/virtual/service 产品类型，virtual/service 走零库存

覆盖"计算机软硬件及辅助设备批发/零售"的经营范围。

6. 全局工作台合并设计

freelance 和 itops 的仪表盘合并为一个全局工作台，布局如下：

┌─────────────────────────────────────────────────────┐
│  快捷操作栏：[⏱ 计时] [💰 记支出] [📋 新报价] [🔧 新工单] │
├──────────────────────┬──────────────────────────────┤
│  财务概览             │  紧急待办                     │
│  本月收入: ¥XX,XXX   │  🔴 逾期收款: 2 笔            │
│  本月支出: ¥X,XXX    │  🟡 今日到期任务: 3 项         │
│  利润: ¥XX,XXX       │  🟡 即将到期合同: 1 份(7天内)  │
│  应收: ¥XX,XXX       │  🔵 待处理工单: 4 条           │
├──────────────────────┼──────────────────────────────┤
│  活跃项目 (4)         │  运维概览                     │
│  [项目A ████░░ 60%]  │  活跃合同: 5 份               │
│  [项目B ██░░░░ 30%]  │  SLA 达标率: 96%              │
│  [项目C ██████ 100%] │  今日待巡检: 2 项              │
│                      │  最新工单: ...                 │
├──────────────────────┴──────────────────────────────┤
│  商机跟进提醒                                        │
│  📅 张三(XX公司) - 网站开发 - 明天需跟进              │
│  📅 李四(YY公司) - AI方案 - 后天到期                  │
└─────────────────────────────────────────────────────┘

7. 实施优先级

P1: freelance 插件核心实体（client, opportunity, project, task, time_entry）
P2: freelance 插件财务实体（quote, quote_line, contract, invoice, expense）
P3: freelance 页面（全局工作台 + 客户管理 + 项目工作台 + 财务中心）
P4: itops 插件（全部实体 + 页面）
P5: inventory 扩展（product_type 字段）
P6: 全局工作台合并 + 快捷操作

8. 验证矩阵

验证场景 预期结果
单独安装 freelance 全部功能正常，客户字段内部关联
单独安装 itops（不装 freelance） client_id 降级为文本输入
同时安装 freelance + itops client_id 自动关联 freelance.client，下拉选择客户
创建商机 → 创建报价 → 转合同 → 创建项目 全链路数据流通
项目中记录工时 → 生成发票 工时汇总可关联到发票
创建维保合同 → 设定巡检计划 → 执行巡检 → 创建工单 运维全流程
SLA 超时预警 工单创建后超时自动标红
合同到期提醒 全局工作台显示即将到期合同

9. 讨论溯源

本文档基于 2026-04-19 的无主题发散式互动探讨产出，经过多专家头脑风暴审查（UX 专家、技术架构专家、业务顾问），采纳了以下关键建议：

  • 新增 contract 实体（B2B 必要环节）
  • 页面从 10 个压缩到 7 个（合并仪表盘+整合 tab）
  • project 增加 business_type/deliverable_type 枚举覆盖全部经营范围
  • 全局工作台 + 快捷操作（瑞士军刀原则）
  • itops client_id 加 filterable + generated column 索引
  • inventory 扩展 product.type 支持软硬件销售