galaxy-opc-plugin 0.2.0 → 0.2.2

package/src/opc/event-triggers.ts

@@ -0,0 +1,472 @@
+/**
+ * 星环OPC中心 — 事件驱动触发引擎
+ *
+ * 每次 OPC 工具写入数据后，自动检查业务规则，触发后续动作。
+ * 不是轮询 — 是实时响应。
+ *
+ * 触发引擎不启动子会话（太重），只创建 pending 状态的 staff_task，
+ * 任务在下次 AI 交互时由 context-injector 呈现给老板，或由 cron 定时执行。
+ */
+
+import type { OpcDatabase } from "../db/index.js";
+import { checkAutonomy, type AutonomyResult } from "./autonomy-rules.js";
+
+type LogFn = (msg: string) => void;
+
+/**
+ * 在 after_tool_call 中调用。
+ * 根据工具名 + 参数 + 返回值，匹配触发规则，执行自动动作。
+ */
+export function triggerEventRules(
+  db: OpcDatabase,
+  companyId: string,
+  toolName: string,
+  params: Record<string, unknown> | undefined,
+  result: Record<string, unknown> | undefined,
+  log?: LogFn,
+): void {
+  const l = log ?? (() => {});
+
+  try {
+    // 只处理写操作
+    const action = params?.action as string | undefined;
+    if (!action) return;
+
+    const writeActions = [
+      "add_transaction", "create_contract", "update_contract",
+      "add_employee", "create_content",
+      "create_project", "create_tax_filing", "create_invoice",
+      "register_company", "update_company",
+      "batch_import_transactions", "batch_import_invoices", "batch_import_contacts",
+      "add_interaction", "generate_document", "approve_content",
+    ];
+    if (!writeActions.includes(action)) return;
+
+    // ── 应收款逾期检查（交易记录后） ──
+    if (toolName === "opc_finance" && action === "add_transaction") {
+      checkOverdueReceivables(db, companyId, l);
+    }
+
+    // ── 现金流异常检查（交易记录后） ──
+    if (toolName === "opc_finance" && action === "add_transaction") {
+      checkCashFlowAnomaly(db, companyId, l);
+    }
+
+    // ── 合同到期检查（合同创建 / 更新后） ──
+    if (toolName === "opc_legal" && (action === "create_contract" || action === "update_contract")) {
+      checkContractExpiry(db, companyId, l);
+    }
+
+    // ── 新告警分配（监控工具触发后） ──
+    if (toolName === "opc_monitoring") {
+      assignAlertsToStaff(db, companyId, l);
+    }
+
+    // ── 跟进逾期检测（CRM） ──
+    checkOverdueFollowUps(db, companyId, l);
+
+    l(`opc-events: 事件触发检查完成 [${toolName}.${action}]`);
+  } catch (err) {
+    l(`opc-events: 触发检查异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+/**
+ * 将新产生的告警自动分配给对应 AI 员工。
+ * 在 proactive-service 的 runReminderScan 之后调用。
+ */
+export function alertsToStaffTasks(db: OpcDatabase, log: LogFn): void {
+  try {
+    // 查找最近 1 小时内新创建的 active alerts，且没有对应 staff_task 的
+    const recentAlerts = db.query(
+      `SELECT a.id, a.company_id, a.title, a.message, a.severity, a.category
+       FROM opc_alerts a
+       WHERE a.status = 'active'
+         AND a.created_at > datetime('now', '-1 hour')
+         AND NOT EXISTS (
+           SELECT 1 FROM opc_staff_tasks t
+           WHERE t.company_id = a.company_id
+             AND t.title LIKE '%' || a.title || '%'
+             AND t.status IN ('pending', 'in_progress', 'pending_approval')
+         )`,
+    ) as { id: string; company_id: string; title: string; message: string; severity: string; category: string }[];
+
+    if (recentAlerts.length === 0) return;
+
+    let created = 0;
+    const now = new Date().toISOString();
+
+    for (const alert of recentAlerts) {
+      const staffRole = mapAlertCategoryToRole(alert.category);
+
+      // 检查该公司是否有对应岗位
+      const staffExists = db.queryOne(
+        "SELECT id FROM opc_staff_config WHERE company_id = ? AND role = ? AND enabled = 1",
+        alert.company_id, staffRole,
+      );
+      if (!staffExists) continue;
+
+      // 通过自主行动规则判断是否需要老板审批
+      const autonomy = checkAutonomy(staffRole, mapAlertToTrigger(alert.category, alert.severity));
+      const status = autonomy.needsBossApproval ? "pending_approval" : "pending";
+      const priority = alert.severity === "critical" ? "urgent" : alert.severity === "warning" ? "high" : "normal";
+
+      const taskId = db.genId();
+      db.execute(
+        `INSERT INTO opc_staff_tasks (id, company_id, staff_role, title, description, status, priority, task_type, schedule, assigned_at, created_at)
+         VALUES (?, ?, ?, ?, ?, ?, ?, 'auto_alert', 'on_demand', ?, ?)`,
+        taskId, alert.company_id, staffRole,
+        `[告警处理] ${alert.title}`,
+        `系统检测到告警：${alert.message}\n\n告警ID: ${alert.id}\n严重程度: ${alert.severity}\n类别: ${alert.category}`,
+        status, priority, now, now,
+      );
+      created++;
+
+      // 如果需要审批，同时写入洞察
+      if (autonomy.needsBossApproval && autonomy.escalationMsg) {
+        db.execute(
+          `INSERT INTO opc_insights (id, company_id, insight_type, category, priority, title, message, action_hint, staff_role, status, expires_at, created_at, updated_at)
+           VALUES (?, ?, 'escalation', ?, ?, ?, ?, ?, ?, 'active', datetime('now', '+7 days'), ?, ?)`,
+          db.genId(), alert.company_id, alert.category,
+          alert.severity === "critical" ? 95 : 80,
+          `需要决策: ${alert.title}`,
+          autonomy.escalationMsg,
+          `审批后系统将自动执行`,
+          staffRole, now, now,
+        );
+      }
+    }
+
+    if (created > 0) {
+      log(`opc-events: 已将 ${created} 条新告警自动分配给 AI 员工`);
+    }
+  } catch (err) {
+    log(`opc-events: 告警分配异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+/**
+ * 将洞察中含有 staff_role 的自动转化为员工待办。
+ */
+export function insightsToStaffTasks(db: OpcDatabase, log: LogFn): void {
+  try {
+    // 查找有 staff_role 且类型为 staff_observation 的活跃洞察，且没有对应 staff_task 的
+    const actionableInsights = db.query(
+      `SELECT i.id, i.company_id, i.title, i.message, i.action_hint, i.staff_role, i.priority
+       FROM opc_insights i
+       WHERE i.status = 'active' AND i.staff_role != ''
+         AND i.insight_type = 'staff_observation'
+         AND i.action_hint != ''
+         AND (i.expires_at = '' OR i.expires_at > datetime('now'))
+         AND NOT EXISTS (
+           SELECT 1 FROM opc_staff_tasks t
+           WHERE t.company_id = i.company_id
+             AND t.staff_role = i.staff_role
+             AND t.title LIKE '%' || i.title || '%'
+             AND t.status IN ('pending', 'in_progress', 'pending_approval')
+         )`,
+    ) as { id: string; company_id: string; title: string; message: string; action_hint: string; staff_role: string; priority: number }[];
+
+    if (actionableInsights.length === 0) return;
+
+    let created = 0;
+    const now = new Date().toISOString();
+
+    for (const insight of actionableInsights) {
+      // 检查该公司是否有对应岗位
+      const staffExists = db.queryOne(
+        "SELECT id FROM opc_staff_config WHERE company_id = ? AND role = ? AND enabled = 1",
+        insight.company_id, insight.staff_role,
+      );
+      if (!staffExists) continue;
+
+      const priority = insight.priority >= 80 ? "high" : "normal";
+      const taskId = db.genId();
+      db.execute(
+        `INSERT INTO opc_staff_tasks (id, company_id, staff_role, title, description, status, priority, task_type, schedule, assigned_at, created_at)
+         VALUES (?, ?, ?, ?, ?, 'pending', ?, 'auto_insight', 'on_demand', ?, ?)`,
+        taskId, insight.company_id, insight.staff_role,
+        `[洞察建议] ${insight.action_hint}`,
+        `来源洞察：${insight.title}\n${insight.message}`,
+        priority, now, now,
+      );
+      created++;
+    }
+
+    if (created > 0) {
+      log(`opc-events: 已将 ${created} 条洞察建议转化为员工待办`);
+    }
+  } catch (err) {
+    log(`opc-events: 洞察转化异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+// ── 内部检查函数 ──────────────────────────────────────────────
+
+function checkOverdueReceivables(db: OpcDatabase, companyId: string, log: LogFn): void {
+  // 检查逾期超过 7 天的应收发票
+  const overdueInvoices = db.query(
+    `SELECT id, counterparty, total_amount, issue_date FROM opc_invoices
+     WHERE company_id = ? AND type = 'sales' AND status IN ('sent', 'pending')
+       AND issue_date != '' AND issue_date < date('now', '-7 days')`,
+    companyId,
+  ) as { id: string; counterparty: string; total_amount: number; issue_date: string }[];
+
+  if (overdueInvoices.length === 0) return;
+
+  const staffExists = db.queryOne(
+    "SELECT id FROM opc_staff_config WHERE company_id = ? AND role = 'finance' AND enabled = 1",
+    companyId,
+  );
+  if (!staffExists) return;
+
+  const now = new Date().toISOString();
+  let created = 0;
+
+  for (const inv of overdueInvoices) {
+    const days = Math.floor((Date.now() - new Date(inv.issue_date).getTime()) / 86400000);
+
+    // 检查是否已有催收任务
+    const existing = db.queryOne(
+      `SELECT id FROM opc_staff_tasks WHERE company_id = ? AND staff_role = 'finance'
+       AND title LIKE ? AND status IN ('pending', 'in_progress', 'pending_approval')`,
+      companyId, `%催收%${inv.counterparty}%`,
+    );
+    if (existing) continue;
+
+    const autonomy = checkAutonomy("finance", days > 30 ? "invoice_overdue_30d" : "invoice_overdue_7d");
+    const status = autonomy.needsBossApproval ? "pending_approval" : "pending";
+
+    const taskId = db.genId();
+    db.execute(
+      `INSERT INTO opc_staff_tasks (id, company_id, staff_role, title, description, status, priority, task_type, schedule, assigned_at, created_at)
+       VALUES (?, ?, 'finance', ?, ?, ?, ?, 'auto_trigger', 'on_demand', ?, ?)`,
+      taskId, companyId,
+      `催收 ${inv.counterparty} 逾期款 ${inv.total_amount.toLocaleString()} 元`,
+      `发票逾期 ${days} 天，金额 ${inv.total_amount} 元。发票ID: ${inv.id}`,
+      status, days > 30 ? "urgent" : "high", now, now,
+    );
+    created++;
+
+    if (autonomy.needsBossApproval && autonomy.escalationMsg) {
+      db.execute(
+        `INSERT INTO opc_insights (id, company_id, insight_type, category, priority, title, message, action_hint, staff_role, status, expires_at, created_at, updated_at)
+         VALUES (?, ?, 'escalation', 'finance', 90, ?, ?, '审批后自动催收', 'finance', 'active', datetime('now', '+7 days'), ?, ?)`,
+        db.genId(), companyId,
+        `需要决策: ${inv.counterparty} 逾期应收款`,
+        autonomy.escalationMsg,
+        now, now,
+      );
+    }
+  }
+
+  if (created > 0) {
+    log(`opc-events: 已为 ${companyId} 创建 ${created} 个应收款催收任务`);
+  }
+}
+
+function checkCashFlowAnomaly(db: OpcDatabase, companyId: string, log: LogFn): void {
+  const thisMonth = new Date().toISOString().slice(0, 7);
+  const lastMonth = (() => {
+    const d = new Date();
+    d.setMonth(d.getMonth() - 1);
+    return d.toISOString().slice(0, 7);
+  })();
+
+  const thisMonthNet = (db.queryOne(
+    `SELECT COALESCE(SUM(CASE WHEN type='income' THEN amount ELSE -amount END), 0) as total
+     FROM opc_transactions WHERE company_id = ? AND strftime('%Y-%m', transaction_date) = ?`,
+    companyId, thisMonth,
+  ) as { total: number }).total;
+
+  const lastMonthNet = (db.queryOne(
+    `SELECT COALESCE(SUM(CASE WHEN type='income' THEN amount ELSE -amount END), 0) as total
+     FROM opc_transactions WHERE company_id = ? AND strftime('%Y-%m', transaction_date) = ?`,
+    companyId, lastMonth,
+  ) as { total: number }).total;
+
+  // 本月现金流为负且恶化超过上月 50%
+  if (thisMonthNet >= 0) return;
+  if (lastMonthNet >= 0) return; // 上月为正，本月转负也值得关注但用不同逻辑
+  if (Math.abs(thisMonthNet) <= Math.abs(lastMonthNet) * 1.5) return;
+
+  // 检查是否已有任务
+  const existing = db.queryOne(
+    `SELECT id FROM opc_staff_tasks WHERE company_id = ? AND staff_role = 'finance'
+     AND title LIKE '%支出异常%' AND status IN ('pending', 'in_progress', 'pending_approval')
+     AND DATE(created_at) = DATE('now')`,
+    companyId,
+  );
+  if (existing) return;
+
+  const staffExists = db.queryOne(
+    "SELECT id FROM opc_staff_config WHERE company_id = ? AND role = 'finance' AND enabled = 1",
+    companyId,
+  );
+  if (!staffExists) return;
+
+  const now = new Date().toISOString();
+  const taskId = db.genId();
+  db.execute(
+    `INSERT INTO opc_staff_tasks (id, company_id, staff_role, title, description, status, priority, task_type, schedule, assigned_at, created_at)
+     VALUES (?, ?, 'finance', '分析本月支出异常', ?, 'pending', 'high', 'auto_trigger', 'on_demand', ?, ?)`,
+    taskId, companyId,
+    `本月现金流 ${thisMonthNet.toLocaleString()} 元，较上月 ${lastMonthNet.toLocaleString()} 元恶化超过 50%`,
+    now, now,
+  );
+
+  log(`opc-events: 已为 ${companyId} 创建现金流异常分析任务`);
+}
+
+function checkContractExpiry(db: OpcDatabase, companyId: string, log: LogFn): void {
+  // 检查 30 天内到期的合同（active 或 draft 状态都检查）
+  const expiringContracts = db.query(
+    `SELECT id, title, counterparty, end_date FROM opc_contracts
+     WHERE company_id = ? AND status IN ('active', 'draft') AND end_date != ''
+       AND end_date <= date('now', '+30 days') AND end_date >= date('now')`,
+    companyId,
+  ) as { id: string; title: string; counterparty: string; end_date: string }[];
+
+  if (expiringContracts.length === 0) return;
+
+  const staffExists = db.queryOne(
+    "SELECT id FROM opc_staff_config WHERE company_id = ? AND role = 'legal' AND enabled = 1",
+    companyId,
+  );
+  if (!staffExists) return;
+
+  const now = new Date().toISOString();
+  let created = 0;
+
+  for (const contract of expiringContracts) {
+    const existing = db.queryOne(
+      `SELECT id FROM opc_staff_tasks WHERE company_id = ? AND staff_role = 'legal'
+       AND title LIKE ? AND status IN ('pending', 'in_progress', 'pending_approval')`,
+      companyId, `%${contract.title}%续签%`,
+    );
+    if (existing) continue;
+
+    const daysLeft = Math.floor((new Date(contract.end_date).getTime() - Date.now()) / 86400000);
+    const autonomy = checkAutonomy("legal", daysLeft <= 7 ? "contract_expiry_7d" : "contract_expiry_30d");
+    const status = autonomy.needsBossApproval ? "pending_approval" : "pending";
+
+    const taskId = db.genId();
+    db.execute(
+      `INSERT INTO opc_staff_tasks (id, company_id, staff_role, title, description, status, priority, task_type, schedule, assigned_at, created_at)
+       VALUES (?, ?, 'legal', ?, ?, ?, ?, 'auto_trigger', 'on_demand', ?, ?)`,
+      taskId, companyId,
+      `审查合同「${contract.title}」续签方案`,
+      `合同将在 ${daysLeft} 天后到期（${contract.end_date}）。\n对方: ${contract.counterparty}\n合同ID: ${contract.id}`,
+      status, daysLeft <= 7 ? "urgent" : "high", now, now,
+    );
+    created++;
+
+    if (autonomy.needsBossApproval && autonomy.escalationMsg) {
+      db.execute(
+        `INSERT INTO opc_insights (id, company_id, insight_type, category, priority, title, message, action_hint, staff_role, status, expires_at, created_at, updated_at)
+         VALUES (?, ?, 'escalation', 'legal', 90, ?, ?, '审批后法务将准备续签方案', 'legal', 'active', ?, ?, ?)`,
+        db.genId(), companyId,
+        `需要决策: ${contract.title} 续签`,
+        autonomy.escalationMsg,
+        contract.end_date, now, now,
+      );
+    }
+  }
+
+  if (created > 0) {
+    log(`opc-events: 已为 ${companyId} 创建 ${created} 个合同续签审查任务`);
+  }
+}
+
+function assignAlertsToStaff(db: OpcDatabase, companyId: string, log: LogFn): void {
+  // 调用通用的 alertsToStaffTasks 来处理该公司的新告警
+  alertsToStaffTasks(db, log);
+}
+
+/** 检查客户跟进逾期（CRM 联系人 follow_up_date 过期且未成交/流失） */
+function checkOverdueFollowUps(db: OpcDatabase, companyId: string, log: LogFn): void {
+  try {
+    const today = new Date().toISOString().slice(0, 10);
+    const overdueContacts = db.query(
+      `SELECT id, name, follow_up_date, pipeline_stage, deal_value FROM opc_contacts
+       WHERE company_id = ? AND follow_up_date != '' AND follow_up_date < ?
+         AND pipeline_stage NOT IN ('won', 'lost', 'churned')`,
+      companyId, today,
+    ) as { id: string; name: string; follow_up_date: string; pipeline_stage: string; deal_value: number }[];
+
+    if (overdueContacts.length === 0) return;
+
+    // 检查是否有 marketing 或 ops 岗位
+    const staffRole = (db.queryOne(
+      "SELECT id FROM opc_staff_config WHERE company_id = ? AND role = 'marketing' AND enabled = 1",
+      companyId,
+    ) ? "marketing" : db.queryOne(
+      "SELECT id FROM opc_staff_config WHERE company_id = ? AND role = 'ops' AND enabled = 1",
+      companyId,
+    ) ? "ops" : null);
+    if (!staffRole) return;
+
+    const now = new Date().toISOString();
+    let created = 0;
+
+    for (const contact of overdueContacts) {
+      // 检查是否已有跟进任务
+      const existing = db.queryOne(
+        `SELECT id FROM opc_staff_tasks WHERE company_id = ? AND title LIKE ?
+         AND status IN ('pending', 'in_progress', 'pending_approval')`,
+        companyId, `%跟进%${contact.name}%`,
+      );
+      if (existing) continue;
+
+      const taskId = db.genId();
+      db.execute(
+        `INSERT INTO opc_staff_tasks (id, company_id, staff_role, title, description, status, priority, task_type, schedule, assigned_at, created_at)
+         VALUES (?, ?, ?, ?, ?, 'pending', 'high', 'auto_trigger', 'on_demand', ?, ?)`,
+        taskId, companyId, staffRole,
+        `跟进客户 ${contact.name}（逾期）`,
+        `客户 ${contact.name} 的跟进日期 ${contact.follow_up_date} 已逾期。\n当前阶段: ${contact.pipeline_stage}\n潜在金额: ${contact.deal_value} 元`,
+        now, now,
+      );
+      created++;
+
+    }
+
+    if (created > 0) {
+      log(`opc-events: 已为 ${companyId} 创建 ${created} 个客户跟进逾期任务`);
+    }
+  } catch (err) {
+    log(`opc-events: 跟进逾期检测异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+// ── 映射辅助 ────────────────────────────────────────────────
+
+function mapAlertCategoryToRole(category: string): string {
+  const mapping: Record<string, string> = {
+    tax: "finance",
+    cashflow: "finance",
+    finance: "finance",
+    contract: "legal",
+    legal: "legal",
+    hr: "hr",
+    employee: "hr",
+    marketing: "marketing",
+    content: "marketing",
+    project: "ops",
+    ops: "ops",
+  };
+  return mapping[category] ?? "admin";
+}
+
+function mapAlertToTrigger(category: string, severity: string): string {
+  if (category === "contract") {
+    return severity === "critical" ? "contract_expiry_7d" : "contract_expiry_30d";
+  }
+  if (category === "tax") {
+    return "monthly_close";
+  }
+  if (category === "cashflow") {
+    return "invoice_overdue_7d";
+  }
+  return "general_alert";
+}