galaxy-opc-plugin 0.2.1 → 0.2.3

package/src/tools/opc-tool.test.ts

@@ -0,0 +1,250 @@
+/**
+ * 星环OPC中心 — opc-tool (核心管理工具) 集成测试
+ */
+
+import { describe, it, expect, beforeEach, afterEach } from "vitest";
+import { createTestDb, factories } from "../__tests__/test-utils.js";
+import { SqliteAdapter } from "../db/sqlite-adapter.js";
+
+describe("opc-tool database integration", () => {
+  let db: SqliteAdapter;
+
+  beforeEach(() => {
+    db = createTestDb();
+  });
+
+  afterEach(() => {
+    db.close();
+  });
+
+  describe("create_company", () => {
+    it("should create a company successfully", () => {
+      const companyData = factories.company({
+        name: "创业公司A",
+        industry: "互联网",
+        owner_name: "张三",
+      });
+
+      const company = db.createCompany(companyData);
+
+      expect(company).not.toBeNull();
+      expect(company.id).toBeDefined();
+      expect(company.name).toBe("创业公司A");
+      expect(company.industry).toBe("互联网");
+      expect(company.owner_name).toBe("张三");
+      expect(company.status).toBe("active");
+    });
+
+    it("should set default values", () => {
+      const companyData = factories.company({
+        name: "最小配置公司",
+        industry: "咨询",
+        owner_name: "李四",
+      });
+
+      const company = db.createCompany(companyData);
+
+      expect(company.registered_capital).toBeDefined();
+      expect(company.created_at).toBeDefined();
+      expect(company.updated_at).toBeDefined();
+    });
+
+    it("should create multiple companies", () => {
+      const company1 = db.createCompany(factories.company({ name: "公司1" }));
+      const company2 = db.createCompany(factories.company({ name: "公司2" }));
+
+      expect(company1.id).not.toBe(company2.id);
+      expect(company1.name).toBe("公司1");
+      expect(company2.name).toBe("公司2");
+    });
+
+    it("should handle Chinese characters in company name", () => {
+      const company = db.createCompany(factories.company({
+        name: "星河科技有限公司",
+        description: "专注于AI技术研发",
+      }));
+
+      expect(company.name).toBe("星河科技有限公司");
+      expect(company.description).toBe("专注于AI技术研发");
+    });
+  });
+
+  describe("get_company", () => {
+    it("should retrieve a company by id", () => {
+      const created = db.createCompany(factories.company({ name: "测试公司" }));
+      const retrieved = db.getCompany(created.id);
+
+      expect(retrieved).not.toBeNull();
+      expect(retrieved!.id).toBe(created.id);
+      expect(retrieved!.name).toBe("测试公司");
+    });
+
+    it("should return null for non-existent company", () => {
+      const result = db.getCompany("non-existent-id");
+      expect(result).toBeNull();
+    });
+  });
+
+  describe("list_companies", () => {
+    it("should list all companies", () => {
+      db.createCompany(factories.company({ name: "公司1" }));
+      db.createCompany(factories.company({ name: "公司2" }));
+      db.createCompany(factories.company({ name: "公司3" }));
+
+      const companies = db.listCompanies();
+      expect(companies.length).toBe(3);
+    });
+
+    it("should filter companies by status", () => {
+      db.createCompany(factories.company({ name: "活跃公司", status: "active" }));
+      db.createCompany(factories.company({ name: "暂停公司", status: "suspended" }));
+      db.createCompany(factories.company({ name: "已收购公司", status: "acquired" }));
+
+      const activeCompanies = db.listCompanies("active");
+      expect(activeCompanies.length).toBe(1);
+      expect(activeCompanies[0].name).toBe("活跃公司");
+
+      const suspendedCompanies = db.listCompanies("suspended");
+      expect(suspendedCompanies.length).toBe(1);
+      expect(suspendedCompanies[0].name).toBe("暂停公司");
+    });
+
+    it("should return empty array when no companies exist", () => {
+      const companies = db.listCompanies();
+      expect(companies).toEqual([]);
+    });
+  });
+
+  describe("update_company", () => {
+    it("should update company status", () => {
+      const company = db.createCompany(factories.company({ status: "active" }));
+
+      db.execute(
+        "UPDATE opc_companies SET status = ?, updated_at = ? WHERE id = ?",
+        "suspended", new Date().toISOString(), company.id
+      );
+
+      const updated = db.getCompany(company.id);
+      expect(updated!.status).toBe("suspended");
+    });
+
+    it("should update company description", () => {
+      const company = db.createCompany(factories.company({ description: "原描述" }));
+
+      const newDescription = "更新后的描述";
+      db.execute(
+        "UPDATE opc_companies SET description = ?, updated_at = ? WHERE id = ?",
+        newDescription, new Date().toISOString(), company.id
+      );
+
+      const updated = db.getCompany(company.id);
+      expect(updated!.description).toBe(newDescription);
+    });
+
+    it("should update registered capital", () => {
+      const company = db.createCompany(factories.company({ registered_capital: 100000 }));
+
+      db.execute(
+        "UPDATE opc_companies SET registered_capital = ?, updated_at = ? WHERE id = ?",
+        500000, new Date().toISOString(), company.id
+      );
+
+      const updated = db.getCompany(company.id);
+      expect(updated!.registered_capital).toBe(500000);
+    });
+  });
+
+  describe("delete_company", () => {
+    it("should delete a company", () => {
+      const company = db.createCompany(factories.company({ name: "待删除公司" }));
+
+      db.execute("DELETE FROM opc_companies WHERE id = ?", company.id);
+
+      const deleted = db.getCompany(company.id);
+      expect(deleted).toBeNull();
+    });
+
+    it("should prevent deleting company with related data (foreign key constraint)", () => {
+      const company = db.createCompany(factories.company());
+
+      // Add related transaction
+      const txId = db.genId();
+      db.execute(
+        `INSERT INTO opc_transactions (id, company_id, type, category, amount, description, counterparty, transaction_date, created_at)
+         VALUES (?, ?, ?, ?, ?, ?, ?, ?, datetime('now'))`,
+        txId, company.id, "income", "service_income", 10000, "测试", "客户", "2026-01-15"
+      );
+
+      // Try to delete company - should fail due to foreign key constraint
+      expect(() => {
+        db.execute("DELETE FROM opc_companies WHERE id = ?", company.id);
+      }).toThrow();
+
+      // Proper way: delete related data first, then delete company
+      db.execute("DELETE FROM opc_transactions WHERE company_id = ?", company.id);
+      db.execute("DELETE FROM opc_companies WHERE id = ?", company.id);
+
+      const deleted = db.getCompany(company.id);
+      expect(deleted).toBeNull();
+    });
+  });
+
+  describe("company search and filtering", () => {
+    beforeEach(() => {
+      db.createCompany(factories.company({ name: "科技公司A", industry: "科技" }));
+      db.createCompany(factories.company({ name: "咨询公司B", industry: "咨询" }));
+      db.createCompany(factories.company({ name: "科技公司C", industry: "科技" }));
+    });
+
+    it("should filter by industry", () => {
+      const techCompanies = db.query(
+        "SELECT * FROM opc_companies WHERE industry = ?",
+        "科技"
+      ) as any[];
+      expect(techCompanies.length).toBe(2);
+    });
+
+    it("should search by name pattern", () => {
+      const companies = db.query(
+        "SELECT * FROM opc_companies WHERE name LIKE ?",
+        "%科技%"
+      ) as any[];
+      expect(companies.length).toBe(2);
+    });
+  });
+
+  describe("company statistics", () => {
+    it("should count companies by status", () => {
+      db.createCompany(factories.company({ status: "active" }));
+      db.createCompany(factories.company({ status: "active" }));
+      db.createCompany(factories.company({ status: "suspended" }));
+      db.createCompany(factories.company({ status: "acquired" }));
+
+      const stats = db.queryOne(
+        `SELECT
+           COUNT(*) as total,
+           COUNT(CASE WHEN status = 'active' THEN 1 END) as active,
+           COUNT(CASE WHEN status = 'suspended' THEN 1 END) as suspended,
+           COUNT(CASE WHEN status = 'acquired' THEN 1 END) as acquired
+         FROM opc_companies`
+      ) as any;
+
+      expect(stats.total).toBe(4);
+      expect(stats.active).toBe(2);
+      expect(stats.suspended).toBe(1);
+      expect(stats.acquired).toBe(1);
+    });
+
+    it("should calculate total registered capital", () => {
+      db.createCompany(factories.company({ registered_capital: 100000 }));
+      db.createCompany(factories.company({ registered_capital: 200000 }));
+      db.createCompany(factories.company({ registered_capital: 300000 }));
+
+      const result = db.queryOne(
+        "SELECT SUM(registered_capital) as total_capital FROM opc_companies"
+      ) as any;
+
+      expect(result.total_capital).toBe(600000);
+    });
+  });
+});

package/src/tools/opc-tool.ts

@@ -6,6 +6,7 @@
 
 import type { OpenClawPluginApi } from "openclaw/plugin-sdk";
 import type { OpcDatabase } from "../db/index.js";
+import { BusinessWorkflows } from "../opc/business-workflows.js";
 import { CompanyManager } from "../opc/company-manager.js";
 import type { OpcCompanyStatus, OpcTransactionCategory, OpcTransactionType } from "../opc/types.js";
 import { ensureCompanyWorkspace } from "../opc/workspace-factory.js";
@@ -42,9 +43,15 @@ export function registerOpcTool(api: OpenClawPluginApi, db: OpcDatabase): void {
         "操作: register_company(注册公司), get_company(查询公司), list_companies(公司列表),",
         "update_company(更新公司), activate_company(激活公司), change_company_status(变更状态),",
         "add_transaction(记账), list_transactions(交易列表), finance_summary(财务摘要),",
-        "add_contact(添加客户), list_contacts(客户列表), update_contact(更新客户),",
+        "add_contact(添加客户,支持CRM字段pipeline_stage/follow_up_date/deal_value/source),",
+        "list_contacts(客户列表), update_contact(更新客户,支持CRM字段),",
         "delete_contact(删除客户), dashboard(看板统计),",
-        "set_company_skills(设置公司Agent skills), get_company_skills(查询公司Agent skills)",
+        "set_company_skills(设置公司Agent skills), get_company_skills(查询公司Agent skills),",
+        "batch_import_contacts(批量导入联系人),",
+        "crm_pipeline(销售漏斗), add_interaction(添加客户交互记录),",
+        "list_interactions(交互历史), follow_up_reminders(跟进提醒),",
+        "setup_feishu_channel(配置飞书频道), feishu_channel_status(查询飞书状态),",
+        "switch_company(切换到指定公司的专属Agent)",
       ].join(" "),
       parameters: OpcManageSchema,
       async execute(_toolCallId, params) {
@@ -113,18 +120,25 @@ export function registerOpcTool(api: OpenClawPluginApi, db: OpcDatabase): void {
             }
 
             // ── 交易记录 ──
-            case "add_transaction":
-              return json(
-                db.createTransaction({
-                  company_id: p.company_id,
-                  type: p.type as OpcTransactionType,
-                  category: (p.category ?? "other") as OpcTransactionCategory,
-                  amount: p.amount,
-                  description: p.description ?? "",
-                  counterparty: p.counterparty ?? "",
-                  transaction_date: p.transaction_date ?? new Date().toISOString().slice(0, 10),
-                }),
-              );
+            case "add_transaction": {
+              const tx = db.createTransaction({
+                company_id: p.company_id,
+                type: p.type as OpcTransactionType,
+                category: (p.category ?? "other") as OpcTransactionCategory,
+                amount: p.amount,
+                description: p.description ?? "",
+                counterparty: p.counterparty ?? "",
+                transaction_date: p.transaction_date ?? new Date().toISOString().slice(0, 10),
+              });
+              // 业务闭环：收入自动开票、大额记里程碑
+              const workflows = new BusinessWorkflows(db);
+              const autoCreated = workflows.afterTransactionCreated({
+                id: tx.id, company_id: p.company_id, type: p.type,
+                amount: p.amount, counterparty: p.counterparty ?? "",
+                description: p.description ?? "",
+              });
+              return json({ ...tx as object, _auto_created: autoCreated });
+            }
 
             case "list_transactions":
               return json(
@@ -142,19 +156,29 @@ export function registerOpcTool(api: OpenClawPluginApi, db: OpcDatabase): void {
               );
 
             // ── 客户管理 ──
-            case "add_contact":
-              return json(
-                db.createContact({
-                  company_id: p.company_id,
-                  name: p.name,
-                  phone: p.phone ?? "",
-                  email: p.email ?? "",
-                  company_name: p.company_name ?? "",
-                  tags: p.tags ?? "[]",
-                  notes: p.notes ?? "",
-                  last_contact_date: new Date().toISOString().slice(0, 10),
-                }),
-              );
+            case "add_contact": {
+              const contact = db.createContact({
+                company_id: p.company_id,
+                name: p.name,
+                phone: p.phone ?? "",
+                email: p.email ?? "",
+                company_name: p.company_name ?? "",
+                tags: p.tags ?? "[]",
+                notes: p.notes ?? "",
+                last_contact_date: new Date().toISOString().slice(0, 10),
+              });
+              // Update CRM fields if provided
+              const crmFields: Record<string, unknown> = {};
+              if ((p as Record<string, unknown>).pipeline_stage) crmFields.pipeline_stage = (p as Record<string, unknown>).pipeline_stage;
+              if ((p as Record<string, unknown>).follow_up_date) crmFields.follow_up_date = (p as Record<string, unknown>).follow_up_date;
+              if ((p as Record<string, unknown>).deal_value !== undefined) crmFields.deal_value = (p as Record<string, unknown>).deal_value;
+              if ((p as Record<string, unknown>).source) crmFields.source = (p as Record<string, unknown>).source;
+              if (Object.keys(crmFields).length > 0) {
+                const sets = Object.keys(crmFields).map((k) => `${k} = ?`).join(", ");
+                db.execute(`UPDATE opc_contacts SET ${sets} WHERE id = ?`, ...Object.values(crmFields), contact.id);
+              }
+              return json(db.queryOne("SELECT * FROM opc_contacts WHERE id = ?", contact.id));
+            }
 
             case "list_contacts":
               return json(db.listContacts(p.company_id, p.tag));
@@ -170,7 +194,18 @@ export function registerOpcTool(api: OpenClawPluginApi, db: OpcDatabase): void {
               if (p.last_contact_date) updateData.last_contact_date = p.last_contact_date;
               const updatedContact = db.updateContact(p.contact_id, updateData);
               if (!updatedContact) return toolError(`联系人 ${p.contact_id} 不存在`, "CONTACT_NOT_FOUND");
-              return json(updatedContact);
+              // Update CRM fields if provided
+              const pp = p as Record<string, unknown>;
+              const crmUpd: Record<string, unknown> = {};
+              if (pp.pipeline_stage) crmUpd.pipeline_stage = pp.pipeline_stage;
+              if (pp.follow_up_date) crmUpd.follow_up_date = pp.follow_up_date;
+              if (pp.deal_value !== undefined) crmUpd.deal_value = pp.deal_value;
+              if (pp.source) crmUpd.source = pp.source;
+              if (Object.keys(crmUpd).length > 0) {
+                const sets = Object.keys(crmUpd).map((k) => `${k} = ?`).join(", ");
+                db.execute(`UPDATE opc_contacts SET ${sets}, updated_at = ? WHERE id = ?`, ...Object.values(crmUpd), new Date().toISOString(), p.contact_id);
+              }
+              return json(db.queryOne("SELECT * FROM opc_contacts WHERE id = ?", p.contact_id));
             }
 
             case "delete_contact":
@@ -201,6 +236,194 @@ export function registerOpcTool(api: OpenClawPluginApi, db: OpcDatabase): void {
               return json({ company_id: resolvedId, skills });
             }
 
+            // ── 批量导入联系人 ──
+            case "batch_import_contacts": {
+              const records: unknown[] = [];
+              db.transaction(() => {
+                const now = new Date().toISOString();
+                const today = now.slice(0, 10);
+                for (const c of p.contacts) {
+                  const id = db.genId();
+                  db.execute(
+                    `INSERT OR IGNORE INTO opc_contacts (id, company_id, name, phone, email, company_name, tags, notes, last_contact_date, created_at, updated_at)
+                     VALUES (?, ?, ?, ?, ?, ?, ?, '', ?, ?, ?)`,
+                    id, p.company_id, c.name, c.phone ?? "", c.email ?? "",
+                    c.company_name ?? "", c.tags ?? "[]", today, now, now,
+                  );
+                  records.push({ id, name: c.name });
+                }
+              });
+              return json({ ok: true, imported_count: records.length, records });
+            }
+
+            // ── CRM 销售漏斗 ──
+            case "crm_pipeline": {
+              const stages = ["lead", "qualified", "proposal", "negotiation", "won", "lost", "churned"];
+              const pipeline: Record<string, { count: number; total_deal_value: number; contacts: unknown[] }> = {};
+              for (const stage of stages) {
+                const contacts = db.query(
+                  `SELECT id, name, company_name, deal_value, follow_up_date, source
+                   FROM opc_contacts WHERE company_id = ? AND pipeline_stage = ?
+                   ORDER BY deal_value DESC`,
+                  p.company_id, stage,
+                ) as unknown[];
+                const totalValue = (contacts as { deal_value: number }[]).reduce((s, c) => s + (c.deal_value || 0), 0);
+                pipeline[stage] = { count: contacts.length, total_deal_value: totalValue, contacts };
+              }
+              return json({ ok: true, pipeline });
+            }
+
+            // ── 添加客户交互记录 ──
+            case "add_interaction": {
+              const id = db.genId();
+              const now = new Date().toISOString();
+              db.execute(
+                `INSERT INTO opc_contact_interactions (id, contact_id, company_id, interaction_type, content, created_at)
+                 VALUES (?, ?, ?, ?, ?, ?)`,
+                id, p.contact_id, p.company_id, p.interaction_type, p.content, now,
+              );
+              // 自动更新联系人的 last_contact_date
+              db.execute(
+                "UPDATE opc_contacts SET last_contact_date = ?, updated_at = ? WHERE id = ?",
+                now.slice(0, 10), now, p.contact_id,
+              );
+              return json(db.queryOne("SELECT * FROM opc_contact_interactions WHERE id = ?", id));
+            }
+
+            // ── 查看交互历史 ──
+            case "list_interactions": {
+              const limit = (p as Record<string, unknown>).limit ?? 20;
+              const interactions = db.query(
+                `SELECT i.*, c.name as contact_name FROM opc_contact_interactions i
+                 LEFT JOIN opc_contacts c ON i.contact_id = c.id
+                 WHERE i.contact_id = ? ORDER BY i.created_at DESC LIMIT ?`,
+                p.contact_id, limit,
+              );
+              return json(interactions);
+            }
+
+            // ── 跟进提醒 ──
+            case "follow_up_reminders": {
+              const days = (p as Record<string, unknown>).days ?? 7;
+              const futureDate = new Date();
+              futureDate.setDate(futureDate.getDate() + (days as number));
+              const futureDateStr = futureDate.toISOString().slice(0, 10);
+              const today = new Date().toISOString().slice(0, 10);
+
+              const upcoming = db.query(
+                `SELECT id, name, company_name, pipeline_stage, deal_value, follow_up_date, source
+                 FROM opc_contacts
+                 WHERE company_id = ? AND follow_up_date != '' AND follow_up_date <= ?
+                   AND pipeline_stage NOT IN ('won', 'lost', 'churned')
+                 ORDER BY follow_up_date`,
+                p.company_id, futureDateStr,
+              ) as { follow_up_date: string }[];
+
+              const overdue = upcoming.filter((c) => c.follow_up_date < today);
+              const dueSoon = upcoming.filter((c) => c.follow_up_date >= today);
+
+              return json({ ok: true, overdue_count: overdue.length, upcoming_count: dueSoon.length, overdue, upcoming: dueSoon });
+            }
+
+            // ── 飞书频道 ──
+            case "setup_feishu_channel": {
+              const cfg = api.runtime.config.loadConfig() as Record<string, unknown>;
+              const channels = (cfg.channels ?? {}) as Record<string, unknown>;
+              channels.feishu = {
+                enabled: true,
+                dmPolicy: "pairing",
+                groupPolicy: "open",
+                streaming: true,
+                accounts: {
+                  main: {
+                    appId: p.app_id,
+                    appSecret: p.app_secret,
+                    botName: p.bot_name || "\u661F\u73AFOPC\u52A9\u624B",
+                  },
+                },
+              };
+              cfg.channels = channels;
+              await api.runtime.config.writeConfigFile(cfg);
+              return json({ ok: true, message: "\u98DE\u4E66\u9891\u9053\u5DF2\u914D\u7F6E\uFF0C\u7CFB\u7EDF\u5C06\u81EA\u52A8\u91CD\u542F" });
+            }
+
+            case "feishu_channel_status": {
+              const cfg = api.runtime.config.loadConfig();
+              const feishuCfg = (cfg as Record<string, unknown>).channels as Record<string, unknown> | undefined;
+              const feishu = feishuCfg?.feishu as Record<string, unknown> | undefined;
+              const accounts = feishu?.accounts as Record<string, Record<string, string>> | undefined;
+              const main = accounts?.main;
+              return json({
+                configured: !!(main?.appId && main.appId !== "YOUR_FEISHU_APP_ID"),
+                enabled: feishu?.enabled ?? false,
+                botName: main?.botName ?? "",
+                dmPolicy: feishu?.dmPolicy ?? "pairing",
+              });
+            }
+
+            // ── 切换公司 Agent ──
+            case "switch_company": {
+              const realId = resolveCompanyId(db, p.company_id);
+              const company = manager.getCompany(realId);
+              if (!company) return toolError(`公司 "${p.company_id}" 不存在`, "COMPANY_NOT_FOUND");
+
+              const targetAgentId = `opc-${realId}`;
+              const channel = (p as Record<string, unknown>)._channel as string | undefined;
+              const peerId = (p as Record<string, unknown>)._peer_id as string | undefined;
+
+              // 检查目标 agent 是否存在
+              const switchCfg = api.runtime.config.loadConfig() as Record<string, unknown>;
+              const agents = ((switchCfg.agents as Record<string, unknown>)?.list as Array<Record<string, unknown>>) ?? [];
+              const agentExists = agents.some(a => a.id === targetAgentId);
+              if (!agentExists) {
+                return toolError(
+                  `公司 "${company.name}" 的专属 Agent (${targetAgentId}) 尚未创建。请先注册并激活该公司。`,
+                  "RECORD_NOT_FOUND",
+                );
+              }
+
+              // 如果有 channel + peer 信息，更新 bindings
+              if (channel && peerId) {
+                const bindings = ((switchCfg.bindings ?? []) as Array<Record<string, unknown>>);
+
+                // 移除该 peer 在该 channel 上的旧绑定
+                const filtered = bindings.filter(b => {
+                  const match = b.match as Record<string, unknown> | undefined;
+                  const peer = match?.peer as Record<string, unknown> | undefined;
+                  return !(match?.channel === channel && peer?.kind === "direct" && peer?.id === peerId);
+                });
+
+                // 添加新绑定
+                filtered.push({
+                  agentId: targetAgentId,
+                  match: {
+                    channel,
+                    peer: { kind: "direct", id: peerId },
+                  },
+                });
+
+                switchCfg.bindings = filtered;
+                await api.runtime.config.writeConfigFile(switchCfg);
+
+                return json({
+                  ok: true,
+                  message: `已切换到「${company.name}」。系统将自动重启，下一条消息将由公司专属 AI 员工接待。`,
+                  company: { id: realId, name: company.name },
+                  agent_id: targetAgentId,
+                  restarting: true,
+                });
+              }
+
+              // 没有 channel/peer 信息（webchat 等），返回提示
+              return json({
+                ok: true,
+                message: `已找到公司「${company.name}」(Agent: ${targetAgentId})。当前频道不支持自动绑定，请在管理后台手动配置 bindings。`,
+                company: { id: realId, name: company.name },
+                agent_id: targetAgentId,
+                restarting: false,
+              });
+            }
+
             default:
               return toolError(`未知操作: ${(p as { action: string }).action}`, "UNKNOWN_ACTION");
           }