galaxy-opc-plugin 0.2.2 → 0.2.3

package/src/api/dashboard.ts

@@ -1,32 +1,110 @@
 /**
- * 星环OPC中心 — Dashboard 统计 API
+ * 星环OPC中心 — Dashboard 监控中心 API
  *
  * 路由:
- *   GET /opc/api/dashboard/stats — 平台整体统计
+ *   GET /opc/admin/api/dashboard — 获取监控中心数据
+ *   POST /opc/admin/api/alerts/:id/dismiss — 忽略预警
  */
 
 import type { OpenClawPluginApi } from "openclaw/plugin-sdk";
 import type { OpcDatabase } from "../db/index.js";
-import { authenticateRequest, apiRateLimiter } from "./middleware.js";
+import {
+  generateDashboardHtml,
+  type DashboardData,
+  type DashboardMetrics,
+  type DashboardAlert,
+  type DashboardTodo,
+  type DashboardSuggestion,
+} from "../web/dashboard-ui.js";
 
-export function registerDashboardRoutes(api: OpenClawPluginApi, db: OpcDatabase, gatewayToken?: string): void {
+interface DashboardRow {
+  total_income: number;
+  total_expense: number;
+}
+
+interface PaymentRow {
+  id: string;
+  company_id: string;
+  direction: string;
+  counterparty: string;
+  amount: number;
+  paid_amount: number;
+  status: string;
+  due_date: string;
+  category: string;
+}
+
+interface AlertRow {
+  id: string;
+  company_id: string;
+  title: string;
+  severity: string;
+  category: string;
+  status: string;
+  message: string;
+  created_at: string;
+}
+
+interface TodoRow {
+  id: string;
+  company_id: string;
+  title: string;
+  priority: string;
+  category: string;
+  status: string;
+  due_date: string;
+  description: string;
+}
+
+/**
+ * 注册 Dashboard API 路由
+ */
+export function registerDashboardApiRoutes(api: OpenClawPluginApi, db: OpcDatabase): void {
+  // GET /opc/admin/api/dashboard
   api.registerHttpRoute({
-    path: "/opc/api/dashboard/stats",
+    path: "/opc/admin/api/dashboard",
     handler: (req, res) => {
-      // 限流检查
-      if (!apiRateLimiter.check(req, res)) {
-        return;
-      }
-
-      // 认证检查
-      if (!authenticateRequest(req, res, gatewayToken)) {
-        return;
+      try {
+        const data = getDashboardData(db);
+        const html = generateDashboardHtml(data);
+        res.writeHead(200, { "Content-Type": "application/json; charset=utf-8" });
+        res.end(JSON.stringify({ ...data, html }));
+      } catch (err) {
+        res.writeHead(500, { "Content-Type": "application/json; charset=utf-8" });
+        res.end(JSON.stringify({ error: err instanceof Error ? err.message : String(err) }));
       }
+    },
+  });
 
+  // POST /opc/admin/api/alerts/:id/dismiss
+  api.registerHttpRoute({
+    path: "/opc/admin/api/alerts/:id/dismiss",
+    handler: async (req, res) => {
       try {
-        const stats = db.getDashboardStats();
-        res.writeHead(200, { "Content-Type": "application/json; charset=utf-8" });
-        res.end(JSON.stringify(stats));
+        const url = new URL(req.url || "", `http://${req.headers.host}`);
+        const pathParts = url.pathname.split("/");
+        const alertId = pathParts[pathParts.length - 2]; // .../alerts/{id}/dismiss
+
+        if (!alertId) {
+          res.writeHead(400, { "Content-Type": "application/json; charset=utf-8" });
+          res.end(JSON.stringify({ error: "Missing alert ID" }));
+          return;
+        }
+
+        const now = new Date().toISOString();
+        const result = db.execute(
+          "UPDATE opc_alerts SET status = 'resolved', resolved_at = ? WHERE id = ? AND status = 'active'",
+          now,
+          alertId,
+        );
+
+        if (result.changes > 0) {
+          res.writeHead(200, { "Content-Type": "application/json; charset=utf-8" });
+          res.end(JSON.stringify({ ok: true }));
+        } else {
+          res.writeHead(404, { "Content-Type": "application/json; charset=utf-8" });
+          res.end(JSON.stringify({ error: "Alert not found or already resolved" }));
+        }
       } catch (err) {
         res.writeHead(500, { "Content-Type": "application/json; charset=utf-8" });
         res.end(JSON.stringify({ error: err instanceof Error ? err.message : String(err) }));
@@ -34,3 +112,277 @@ export function registerDashboardRoutes(api: OpenClawPluginApi, db: OpcDatabase,
     },
   });
 }
+
+/**
+ * 获取 Dashboard 数据
+ */
+function getDashboardData(db: OpcDatabase): DashboardData {
+  const metrics = calculateMetrics(db);
+  const alerts = getActiveAlerts(db);
+  const todos = getTodayTodos(db);
+  const suggestions = generateSuggestions(db, metrics, alerts, todos);
+
+  return {
+    metrics,
+    alerts,
+    todos,
+    suggestions,
+  };
+}
+
+/**
+ * 计算关键指标
+ */
+function calculateMetrics(db: OpcDatabase): DashboardMetrics {
+  // 本月收入和支出
+  const now = new Date();
+  const currentMonthStart = new Date(now.getFullYear(), now.getMonth(), 1).toISOString().slice(0, 10);
+  const currentMonthEnd = new Date(now.getFullYear(), now.getMonth() + 1, 0).toISOString().slice(0, 10);
+
+  const currentMonth = db.queryOne(
+    `SELECT
+      COALESCE(SUM(CASE WHEN type='income' THEN amount ELSE 0 END), 0) as total_income,
+      COALESCE(SUM(CASE WHEN type='expense' THEN amount ELSE 0 END), 0) as total_expense
+    FROM opc_transactions
+    WHERE transaction_date >= ? AND transaction_date <= ?`,
+    currentMonthStart,
+    currentMonthEnd,
+  ) as DashboardRow;
+
+  // 上月收入和支出（用于计算同比）
+  const lastMonthStart = new Date(now.getFullYear(), now.getMonth() - 1, 1).toISOString().slice(0, 10);
+  const lastMonthEnd = new Date(now.getFullYear(), now.getMonth(), 0).toISOString().slice(0, 10);
+
+  const lastMonth = db.queryOne(
+    `SELECT
+      COALESCE(SUM(CASE WHEN type='income' THEN amount ELSE 0 END), 0) as total_income,
+      COALESCE(SUM(CASE WHEN type='expense' THEN amount ELSE 0 END), 0) as total_expense
+    FROM opc_transactions
+    WHERE transaction_date >= ? AND transaction_date <= ?`,
+    lastMonthStart,
+    lastMonthEnd,
+  ) as DashboardRow;
+
+  const monthlyIncome = currentMonth.total_income;
+  const monthlyExpense = currentMonth.total_expense;
+  const monthlyProfit = monthlyIncome - monthlyExpense;
+
+  // 计算同比变化（避免除零）
+  const monthlyIncomeChange = lastMonth.total_income > 0
+    ? ((monthlyIncome - lastMonth.total_income) / lastMonth.total_income) * 100
+    : 0;
+
+  const lastMonthProfit = lastMonth.total_income - lastMonth.total_expense;
+  const monthlyProfitChange = lastMonthProfit !== 0
+    ? ((monthlyProfit - lastMonthProfit) / Math.abs(lastMonthProfit)) * 100
+    : 0;
+
+  // 现金余额（所有收入 - 所有支出）
+  const cashBalance = db.queryOne(
+    `SELECT
+      COALESCE(SUM(CASE WHEN type='income' THEN amount ELSE 0 END), 0) -
+      COALESCE(SUM(CASE WHEN type='expense' THEN amount ELSE 0 END), 0) as balance
+    FROM opc_transactions`,
+  ) as { balance: number };
+
+  // 可撑月数（基于最近3个月平均支出）
+  const threeMonthsAgo = new Date(now.getFullYear(), now.getMonth() - 3, 1).toISOString().slice(0, 10);
+  const avgExpense = db.queryOne(
+    `SELECT COALESCE(AVG(monthly_expense), 0) as avg_expense FROM (
+      SELECT SUM(amount) as monthly_expense
+      FROM opc_transactions
+      WHERE type='expense' AND transaction_date >= ?
+      GROUP BY strftime('%Y-%m', transaction_date)
+    )`,
+    threeMonthsAgo,
+  ) as { avg_expense: number };
+
+  const monthsOfRunway = avgExpense.avg_expense > 0
+    ? cashBalance.balance / avgExpense.avg_expense
+    : 999;
+
+  // 应收账款（未收和部分已收的应收款）
+  const receivables = db.queryOne(
+    `SELECT COALESCE(SUM(amount - paid_amount), 0) as total
+    FROM opc_payments
+    WHERE direction = 'receivable' AND status IN ('pending', 'partial')`,
+  ) as { total: number };
+
+  // 逾期应收账款
+  const today = new Date().toISOString().slice(0, 10);
+  const overdueReceivables = db.queryOne(
+    `SELECT COALESCE(SUM(amount - paid_amount), 0) as total
+    FROM opc_payments
+    WHERE direction = 'receivable'
+      AND status IN ('pending', 'partial', 'overdue')
+      AND due_date < ?`,
+    today,
+  ) as { total: number };
+
+  return {
+    monthlyIncome,
+    monthlyIncomeChange,
+    monthlyProfit,
+    monthlyProfitChange,
+    cashBalance: cashBalance.balance,
+    monthsOfRunway,
+    receivables: receivables.total,
+    overdueReceivables: overdueReceivables.total,
+  };
+}
+
+/**
+ * 获取活跃预警
+ */
+function getActiveAlerts(db: OpcDatabase): DashboardAlert[] {
+  const alerts = db.query(
+    `SELECT id, company_id, title, severity, category, message, created_at
+    FROM opc_alerts
+    WHERE status = 'active'
+    ORDER BY
+      CASE severity
+        WHEN 'critical' THEN 0
+        WHEN 'warning' THEN 1
+        ELSE 2
+      END,
+      created_at DESC
+    LIMIT 10`,
+  ) as AlertRow[];
+
+  return alerts.map(alert => ({
+    id: alert.id,
+    title: alert.title,
+    severity: alert.severity as 'critical' | 'warning' | 'info',
+    category: alert.category,
+    message: alert.message,
+    created_at: alert.created_at,
+  }));
+}
+
+/**
+ * 获取今日待办
+ */
+function getTodayTodos(db: OpcDatabase): DashboardTodo[] {
+  const today = new Date().toISOString().slice(0, 10);
+
+  const todos = db.query(
+    `SELECT id, company_id, title, priority, related_type as category, due_date, description
+    FROM opc_todos
+    WHERE status = 'pending'
+      AND (due_date = ? OR due_date < ?)
+    ORDER BY
+      CASE priority
+        WHEN 'urgent' THEN 0
+        WHEN 'high' THEN 1
+        ELSE 2
+      END,
+      due_date ASC
+    LIMIT 20`,
+    today,
+    today,
+  ) as TodoRow[];
+
+  return todos.map(todo => ({
+    id: todo.id,
+    title: todo.title,
+    priority: todo.priority as 'urgent' | 'high' | 'normal',
+    category: todo.category || '',
+    due_date: todo.due_date || undefined,
+    description: todo.description || undefined,
+  }));
+}
+
+/**
+ * 生成 AI 建议
+ */
+function generateSuggestions(
+  db: OpcDatabase,
+  metrics: DashboardMetrics,
+  alerts: DashboardAlert[],
+  todos: DashboardTodo[],
+): DashboardSuggestion[] {
+  const suggestions: DashboardSuggestion[] = [];
+
+  // 建议1: 现金流预警
+  if (metrics.monthsOfRunway < 2) {
+    suggestions.push({
+      id: "cash-runway-low",
+      title: "现金流预警：可撑月数不足",
+      description: `当前现金余额 ¥${metrics.cashBalance.toFixed(0)} 仅能维持 ${metrics.monthsOfRunway.toFixed(1)} 个月运营。建议尽快催收应收账款或拓展收入来源。`,
+      action: {
+        label: "查看应收账款",
+        onclick: "loadView('finance')",
+      },
+    });
+  }
+
+  // 建议2: 逾期催收
+  if (metrics.overdueReceivables > 0) {
+    suggestions.push({
+      id: "overdue-receivables",
+      title: "逾期账款催收提醒",
+      description: `有 ¥${metrics.overdueReceivables.toFixed(0)} 的应收账款已逾期，建议立即联系客户催收。`,
+      action: {
+        label: "查看逾期清单",
+        onclick: "loadView('finance')",
+      },
+    });
+  }
+
+  // 建议3: 利润优化
+  if (metrics.monthlyProfit < 0) {
+    suggestions.push({
+      id: "negative-profit",
+      title: "本月利润为负，需优化成本",
+      description: `本月支出超过收入 ¥${Math.abs(metrics.monthlyProfit).toFixed(0)}，建议检查支出明细，削减非必要成本。`,
+      action: {
+        label: "查看支出分析",
+        onclick: "loadView('finance')",
+      },
+    });
+  }
+
+  // 建议4: 收入增长策略
+  if (metrics.monthlyIncomeChange < -10) {
+    suggestions.push({
+      id: "income-decline",
+      title: "收入下滑，需拓展业务",
+      description: `本月收入较上月下降 ${Math.abs(metrics.monthlyIncomeChange).toFixed(1)}%，建议加强客户开发和老客户维护。`,
+      action: {
+        label: "查看客户管理",
+        onclick: "loadView('companies')",
+      },
+    });
+  }
+
+  // 建议5: 合同到期提醒
+  const expiringContracts = db.query(
+    `SELECT COUNT(*) as cnt FROM opc_contracts
+    WHERE status = 'active'
+      AND end_date <= date('now', '+30 days')
+      AND end_date >= date('now')`,
+  ) as { cnt: number }[];
+
+  if (expiringContracts.length > 0 && expiringContracts[0].cnt > 0) {
+    suggestions.push({
+      id: "contracts-expiring",
+      title: "合同即将到期",
+      description: `有 ${expiringContracts[0].cnt} 份合同将在 30 天内到期，建议提前联系续约。`,
+      action: {
+        label: "查看合同列表",
+        onclick: "loadView('companies')",
+      },
+    });
+  }
+
+  // 默认建议：一切正常
+  if (suggestions.length === 0) {
+    suggestions.push({
+      id: "all-good",
+      title: "经营状况良好",
+      description: "当前各项指标正常，继续保持！建议定期回顾财务数据，优化运营效率。",
+    });
+  }
+
+  return suggestions.slice(0, 5); // 最多返回5条建议
+}

package/src/api/routes.ts

@@ -5,7 +5,7 @@
 import type { OpenClawPluginApi } from "openclaw/plugin-sdk";
 import type { OpcDatabase } from "../db/index.js";
 import { registerCompanyRoutes } from "./companies.js";
-import { registerDashboardRoutes } from "./dashboard.js";
+import { registerDashboardApiRoutes } from "./dashboard.js";
 
 /**
  * 从 OpenClaw 配置中读取 gateway auth token。
@@ -26,6 +26,6 @@ export function registerHttpRoutes(api: OpenClawPluginApi, db: OpcDatabase): voi
   const gatewayToken = getGatewayToken(api);
 
   registerCompanyRoutes(api, db, gatewayToken);
-  registerDashboardRoutes(api, db, gatewayToken);
+  registerDashboardApiRoutes(api, db);
   api.logger.info("opc: 已注册 HTTP API 路由");
 }

package/src/db/migrations.ts

@@ -166,6 +166,152 @@ export const migrations: Migration[] = [
       // Indexes created via OPC_INDEXES
     },
   },
+  {
+    version: 15,
+    description: "Payment management enhancement — add direction, counterparty, paid_amount, category for receivables/payables",
+    up(db) {
+      const cols = db.pragma("table_info(opc_payments)") as { name: string }[];
+      if (!cols.some(c => c.name === "direction")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN direction TEXT NOT NULL DEFAULT 'receivable'");
+      }
+      if (!cols.some(c => c.name === "counterparty")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN counterparty TEXT NOT NULL DEFAULT ''");
+      }
+      if (!cols.some(c => c.name === "paid_amount")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN paid_amount REAL NOT NULL DEFAULT 0");
+      }
+      if (!cols.some(c => c.name === "category")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN category TEXT NOT NULL DEFAULT ''");
+      }
+      if (!cols.some(c => c.name === "payment_method")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN payment_method TEXT NOT NULL DEFAULT ''");
+      }
+      if (!cols.some(c => c.name === "contract_id")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN contract_id TEXT NOT NULL DEFAULT ''");
+      }
+      // 创建新索引
+      db.exec("CREATE INDEX IF NOT EXISTS idx_payments_direction ON opc_payments(direction)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_payments_counterparty ON opc_payments(counterparty)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_payments_company_direction ON opc_payments(company_id, direction)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_payments_company_status ON opc_payments(company_id, status)");
+    },
+  },
+  {
+    version: 16,
+    description: "Order workflow — quotations, quotation_items, contract_milestones tables",
+    up(db) {
+      // 报价单表
+      db.exec(`
+        CREATE TABLE IF NOT EXISTS opc_quotations (
+          id TEXT PRIMARY KEY,
+          company_id TEXT NOT NULL,
+          contact_id TEXT NOT NULL DEFAULT '',
+          quotation_number TEXT NOT NULL,
+          title TEXT NOT NULL,
+          total_amount REAL NOT NULL DEFAULT 0,
+          valid_until TEXT NOT NULL DEFAULT '',
+          status TEXT NOT NULL DEFAULT 'draft',
+          notes TEXT NOT NULL DEFAULT '',
+          created_at TEXT NOT NULL DEFAULT (datetime('now')),
+          updated_at TEXT NOT NULL DEFAULT (datetime('now')),
+          FOREIGN KEY (company_id) REFERENCES opc_companies(id),
+          FOREIGN KEY (contact_id) REFERENCES opc_contacts(id)
+        )
+      `);
+
+      // 报价明细表
+      db.exec(`
+        CREATE TABLE IF NOT EXISTS opc_quotation_items (
+          id TEXT PRIMARY KEY,
+          quotation_id TEXT NOT NULL,
+          description TEXT NOT NULL,
+          quantity REAL NOT NULL DEFAULT 1,
+          unit_price REAL NOT NULL DEFAULT 0,
+          total_price REAL NOT NULL DEFAULT 0,
+          created_at TEXT NOT NULL DEFAULT (datetime('now')),
+          FOREIGN KEY (quotation_id) REFERENCES opc_quotations(id)
+        )
+      `);
+
+      // 合同里程碑表
+      db.exec(`
+        CREATE TABLE IF NOT EXISTS opc_contract_milestones (
+          id TEXT PRIMARY KEY,
+          contract_id TEXT NOT NULL,
+          company_id TEXT NOT NULL,
+          title TEXT NOT NULL,
+          description TEXT NOT NULL DEFAULT '',
+          due_date TEXT NOT NULL DEFAULT '',
+          amount REAL NOT NULL DEFAULT 0,
+          status TEXT NOT NULL DEFAULT 'pending',
+          completed_date TEXT NOT NULL DEFAULT '',
+          notes TEXT NOT NULL DEFAULT '',
+          created_at TEXT NOT NULL DEFAULT (datetime('now')),
+          updated_at TEXT NOT NULL DEFAULT (datetime('now')),
+          FOREIGN KEY (contract_id) REFERENCES opc_contracts(id),
+          FOREIGN KEY (company_id) REFERENCES opc_companies(id)
+        )
+      `);
+
+      // 创建索引
+      db.exec("CREATE INDEX IF NOT EXISTS idx_quotations_company ON opc_quotations(company_id)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_quotations_status ON opc_quotations(status)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_quotations_contact ON opc_quotations(contact_id)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_quotation_items_quotation ON opc_quotation_items(quotation_id)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_contract_milestones_contract ON opc_contract_milestones(contract_id)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_contract_milestones_status ON opc_contract_milestones(status)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_contract_milestones_due_date ON opc_contract_milestones(due_date)");
+    },
+  },
+  {
+    version: 17,
+    description: "Contract enhancement — add quotation_id, signed_date, payment_terms",
+    up(db) {
+      const cols = db.pragma("table_info(opc_contracts)") as { name: string }[];
+
+      if (!cols.some(c => c.name === "quotation_id")) {
+        db.exec("ALTER TABLE opc_contracts ADD COLUMN quotation_id TEXT NOT NULL DEFAULT ''");
+      }
+      if (!cols.some(c => c.name === "signed_date")) {
+        db.exec("ALTER TABLE opc_contracts ADD COLUMN signed_date TEXT NOT NULL DEFAULT ''");
+      }
+      if (!cols.some(c => c.name === "payment_terms")) {
+        db.exec("ALTER TABLE opc_contracts ADD COLUMN payment_terms TEXT NOT NULL DEFAULT ''");
+      }
+
+      // 创建索引
+      db.exec("CREATE INDEX IF NOT EXISTS idx_contracts_quotation ON opc_contracts(quotation_id)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_contracts_signed_date ON opc_contracts(signed_date)");
+    },
+  },
+  {
+    version: 18,
+    description: "Payment enhancement — add milestone_id, overdue_days, risk_level for collection management",
+    up(db) {
+      const cols = db.pragma("table_info(opc_payments)") as { name: string }[];
+
+      if (!cols.some(c => c.name === "milestone_id")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN milestone_id TEXT NOT NULL DEFAULT ''");
+      }
+      if (!cols.some(c => c.name === "overdue_days")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN overdue_days INTEGER NOT NULL DEFAULT 0");
+      }
+      if (!cols.some(c => c.name === "risk_level")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN risk_level TEXT NOT NULL DEFAULT 'normal'");
+      }
+      if (!cols.some(c => c.name === "last_remind_date")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN last_remind_date TEXT NOT NULL DEFAULT ''");
+      }
+      if (!cols.some(c => c.name === "remind_count")) {
+        db.exec("ALTER TABLE opc_payments ADD COLUMN remind_count INTEGER NOT NULL DEFAULT 0");
+      }
+
+      // 创建索引
+      db.exec("CREATE INDEX IF NOT EXISTS idx_payments_milestone ON opc_payments(milestone_id)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_payments_risk_level ON opc_payments(risk_level)");
+      db.exec("CREATE INDEX IF NOT EXISTS idx_payments_overdue ON opc_payments(overdue_days)");
+    },
+  },
 ];
 
 /**