galaxy-opc-plugin 0.2.2 → 0.2.3

package/src/db/schema.ts

@@ -13,6 +13,9 @@ export const OPC_TABLES = {
       status TEXT NOT NULL DEFAULT 'pending',
       registered_capital REAL NOT NULL DEFAULT 0,
       description TEXT NOT NULL DEFAULT '',
+      onboarding_data TEXT DEFAULT '{}',
+      onboarding_stage TEXT DEFAULT '',
+      onboarding_completed INTEGER DEFAULT 0,
       created_at TEXT NOT NULL DEFAULT (datetime('now')),
       updated_at TEXT NOT NULL DEFAULT (datetime('now'))
     )
@@ -635,15 +638,91 @@ export const OPC_TABLES = {
     CREATE TABLE IF NOT EXISTS opc_payments (
       id TEXT PRIMARY KEY,
       company_id TEXT NOT NULL,
-      invoice_id TEXT NOT NULL DEFAULT '',
-      type TEXT NOT NULL,
+      direction TEXT NOT NULL DEFAULT 'receivable',
+      counterparty TEXT NOT NULL DEFAULT '',
       amount REAL NOT NULL DEFAULT 0,
+      paid_amount REAL NOT NULL DEFAULT 0,
       status TEXT NOT NULL DEFAULT 'pending',
       due_date TEXT NOT NULL DEFAULT '',
       paid_date TEXT NOT NULL DEFAULT '',
+      invoice_id TEXT NOT NULL DEFAULT '',
+      contract_id TEXT NOT NULL DEFAULT '',
+      category TEXT NOT NULL DEFAULT '',
+      payment_method 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 (company_id) REFERENCES opc_companies(id)
+    )
+  `,
+
+  // ── 报价单表 ─────────────────────────────────────────────────
+
+  quotations: `
+    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)
+    )
+  `,
+
+  quotation_items: `
+    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)
+    )
+  `,
+
+  contract_milestones: `
+    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)
+    )
+  `,
+
+  // ── 待办事项表 ─────────────────────────────────────────────────
+
+  todos: `
+    CREATE TABLE IF NOT EXISTS opc_todos (
+      id TEXT PRIMARY KEY,
+      company_id TEXT NOT NULL,
+      title TEXT NOT NULL,
+      description TEXT NOT NULL DEFAULT '',
+      priority TEXT NOT NULL DEFAULT 'normal',
+      status TEXT NOT NULL DEFAULT 'pending',
+      due_date TEXT NOT NULL DEFAULT '',
+      related_type TEXT NOT NULL DEFAULT '',
+      related_id TEXT NOT NULL DEFAULT '',
+      created_at TEXT NOT NULL DEFAULT (datetime('now')),
+      completed_at TEXT NOT NULL DEFAULT '',
       FOREIGN KEY (company_id) REFERENCES opc_companies(id)
     )
   `,
@@ -723,7 +802,29 @@ export const OPC_INDEXES = [
   "CREATE INDEX IF NOT EXISTS idx_financial_periods_dates ON opc_financial_periods(start_date, end_date)",
   // 付款记录表索引
   "CREATE INDEX IF NOT EXISTS idx_payments_company ON opc_payments(company_id)",
-  "CREATE INDEX IF NOT EXISTS idx_payments_invoice ON opc_payments(invoice_id)",
+  "CREATE INDEX IF NOT EXISTS idx_payments_direction ON opc_payments(direction)",
   "CREATE INDEX IF NOT EXISTS idx_payments_status ON opc_payments(status)",
   "CREATE INDEX IF NOT EXISTS idx_payments_due_date ON opc_payments(due_date)",
+  "CREATE INDEX IF NOT EXISTS idx_payments_company_status ON opc_payments(company_id, status)",
+  "CREATE INDEX IF NOT EXISTS idx_payments_company_direction ON opc_payments(company_id, direction)",
+  // 报价单和里程碑索引
+  "CREATE INDEX IF NOT EXISTS idx_quotations_company ON opc_quotations(company_id)",
+  "CREATE INDEX IF NOT EXISTS idx_quotations_status ON opc_quotations(status)",
+  "CREATE INDEX IF NOT EXISTS idx_quotations_contact ON opc_quotations(contact_id)",
+  "CREATE INDEX IF NOT EXISTS idx_quotation_items_quotation ON opc_quotation_items(quotation_id)",
+  "CREATE INDEX IF NOT EXISTS idx_contract_milestones_contract ON opc_contract_milestones(contract_id)",
+  "CREATE INDEX IF NOT EXISTS idx_contract_milestones_status ON opc_contract_milestones(status)",
+  "CREATE INDEX IF NOT EXISTS idx_contract_milestones_due_date ON opc_contract_milestones(due_date)",
+  "CREATE INDEX IF NOT EXISTS idx_contracts_quotation ON opc_contracts(quotation_id)",
+  "CREATE INDEX IF NOT EXISTS idx_contracts_signed_date ON opc_contracts(signed_date)",
+  "CREATE INDEX IF NOT EXISTS idx_payments_milestone ON opc_payments(milestone_id)",
+  "CREATE INDEX IF NOT EXISTS idx_payments_risk_level ON opc_payments(risk_level)",
+  "CREATE INDEX IF NOT EXISTS idx_payments_overdue ON opc_payments(overdue_days)",
+  // 待办事项表索引
+  "CREATE INDEX IF NOT EXISTS idx_todos_company ON opc_todos(company_id)",
+  "CREATE INDEX IF NOT EXISTS idx_todos_status ON opc_todos(status)",
+  "CREATE INDEX IF NOT EXISTS idx_todos_priority ON opc_todos(priority)",
+  "CREATE INDEX IF NOT EXISTS idx_todos_due_date ON opc_todos(due_date)",
+  "CREATE INDEX IF NOT EXISTS idx_todos_company_status ON opc_todos(company_id, status)",
+  "CREATE INDEX IF NOT EXISTS idx_todos_company_priority ON opc_todos(company_id, priority)",
 ];

package/src/db/sqlite-adapter.ts

@@ -132,8 +132,45 @@ export class SqliteAdapter implements OpcDatabase {
   }
 
   deleteCompany(id: string): boolean {
-    const result = this.db.prepare("DELETE FROM opc_companies WHERE id = ?").run(id);
-    return result.changes > 0;
+    console.log(`[OPC DB] Deleting company: ${id}`);
+    // SQLite 的 PRAGMA foreign_keys 必须在事务外设置
+    // 关闭外键约束后，在事务中完成所有删除，再恢复
+    this.db.pragma('foreign_keys = OFF');
+    try {
+      const deleted = this.transaction(() => {
+        // 孙表（引用其他 opc_ 表，不直接引用 company）
+        this.db.prepare("DELETE FROM opc_quotation_items WHERE quotation_id IN (SELECT id FROM opc_quotations WHERE company_id = ?)").run(id);
+        this.db.prepare("DELETE FROM opc_contract_milestones WHERE contract_id IN (SELECT id FROM opc_contracts WHERE company_id = ?)").run(id);
+        this.db.prepare("DELETE FROM opc_invoice_items WHERE invoice_id IN (SELECT id FROM opc_invoices WHERE company_id = ?)").run(id);
+        this.db.prepare("DELETE FROM opc_contact_interactions WHERE contact_id IN (SELECT id FROM opc_contacts WHERE company_id = ?)").run(id);
+
+        // 所有直接引用 company_id 的表
+        const tables = [
+          'opc_quotations', 'opc_contracts', 'opc_payments', 'opc_transactions',
+          'opc_invoices', 'opc_contacts', 'opc_tax_filings', 'opc_employees',
+          'opc_projects', 'opc_tasks', 'opc_media_content', 'opc_investment_rounds',
+          'opc_investors', 'opc_services', 'opc_procurement_orders',
+          'opc_lifecycle_events', 'opc_milestones', 'opc_alerts', 'opc_metrics',
+          'opc_staff_tasks', 'opc_staff_config', 'opc_acquisition_cases',
+          'opc_asset_package_items', 'opc_opb_canvas', 'opc_insights',
+          'opc_celebrations', 'opc_company_stage', 'opc_briefings', 'opc_documents',
+          'opc_biz_changes', 'opc_financial_periods', 'opc_todos', 'opc_hr_records',
+          'opc_contact_interactions'
+        ];
+        for (const table of tables) {
+          try {
+            this.db.prepare(`DELETE FROM ${table} WHERE company_id = ?`).run(id);
+          } catch (_) { /* 表可能不存在，忽略 */ }
+        }
+
+        const result = this.db.prepare("DELETE FROM opc_companies WHERE id = ?").run(id);
+        console.log(`[OPC DB] Deleted: ${result.changes}`);
+        return result.changes > 0;
+      });
+      return deleted;
+    } finally {
+      this.db.pragma('foreign_keys = ON');
+    }
   }
 
   // ── Employees ──────────────────────────────────────────────

package/src/opc/accounting-parser.ts

@@ -0,0 +1,178 @@
+/**
+ * 星环OPC中心 — 智能记账意图解析器
+ * 使用 LLM 解析自然语言记账输入
+ */
+
+import type { OpenClawPluginApi } from "openclaw/plugin-sdk";
+
+export interface AccountingIntent {
+  type: "income" | "expense";
+  amount: number;
+  description: string;
+  category: string;
+  date: string;
+  counterparty?: string;
+  is_deductible?: boolean;
+  tax_note?: string;
+  confidence: number;
+}
+
+/**
+ * 解析自然语言记账意图
+ * @param input 用户输入的自然语言
+ * @param api OpenClaw API
+ * @returns 解析后的记账意图
+ */
+export async function parseAccountingIntent(
+  input: string,
+  api: OpenClawPluginApi,
+): Promise<AccountingIntent> {
+  const systemPrompt = `你是一个专业的会计助手，负责解析用户的自然语言记账输入。
+
+你的任务是从用户输入中提取以下信息：
+1. 交易类型（income 或 expense）
+2. 金额（数字，单位：元）
+3. 描述（简短描述）
+4. 分类（从以下类别中选择）：
+   - 收入类：service_income(服务收入), product_income(产品销售), investment_income(投资收益), other_income(其他收入)
+   - 支出类：business_entertainment(业务招待费), office_supplies(办公费用), marketing(营销费用), salary(工资), rent(租金), utilities(水电费), fixed_asset(固定资产), tax(税费), other_expense(其他支出)
+5. 日期（YYYY-MM-DD 格式，如果未指定则使用今天）
+6. 交易对方（如果提到）
+7. 是否可抵税（布尔值）
+8. 税务提示（如果可抵税或有特殊税务处理，给出提示）
+
+分类规则：
+- 业务招待费：请客吃饭、送礼、招待客户等 → 可抵扣，需保存发票
+- 办公费用：购买办公用品、设备维护等 → 可抵扣
+- 固定资产：购买电脑、家具等大额设备（>2000元） → 可折旧
+- 营销费用：广告投放、推广活动等 → 可抵扣
+- 工资：员工工资 → 需代扣个税
+- 租金：办公场地租金 → 可抵扣
+- 税费：各类税费缴纳 → 不可抵扣
+- 生活支出：个人消费 → 不可抵扣
+
+请以 JSON 格式返回解析结果，格式如下：
+{
+  "type": "income" 或 "expense",
+  "amount": 金额（数字）,
+  "description": "描述",
+  "category": "分类",
+  "date": "YYYY-MM-DD",
+  "counterparty": "交易对方（可选）",
+  "is_deductible": true/false,
+  "tax_note": "税务提示（可选）",
+  "confidence": 0-100（解析置信度）
+}
+
+如果无法准确解析，confidence 设为较低值，并在 description 中说明原因。`;
+
+  const userPrompt = `请解析以下记账输入：\n\n${input}`;
+
+  try {
+    const response = await api.callLLM({
+      messages: [
+        { role: "system", content: systemPrompt },
+        { role: "user", content: userPrompt },
+      ],
+      maxTokens: 500,
+      temperature: 0.1, // 低温度确保稳定输出
+    });
+
+    const content = response.content[0];
+    if (content.type !== "text") {
+      throw new Error("LLM 返回非文本内容");
+    }
+
+    // 尝试提取 JSON
+    const text = content.text;
+    const jsonMatch = text.match(/\{[\s\S]*\}/);
+    if (!jsonMatch) {
+      throw new Error("无法从 LLM 响应中提取 JSON");
+    }
+
+    const result = JSON.parse(jsonMatch[0]) as AccountingIntent;
+
+    // 验证必填字段
+    if (!result.type || !result.amount || !result.description || !result.category) {
+      throw new Error("解析结果缺少必填字段");
+    }
+
+    // 如果没有日期，使用今天
+    if (!result.date) {
+      result.date = new Date().toISOString().slice(0, 10);
+    }
+
+    return result;
+  } catch (error) {
+    api.logger.error("opc: 智能记账解析失败", error);
+
+    // 返回一个低置信度的默认结果
+    return {
+      type: "expense",
+      amount: 0,
+      description: `解析失败：${error instanceof Error ? error.message : String(error)}`,
+      category: "other_expense",
+      date: new Date().toISOString().slice(0, 10),
+      is_deductible: false,
+      confidence: 0,
+    };
+  }
+}
+
+/**
+ * 基于历史记录智能建议分类
+ * @param description 交易描述
+ * @param api OpenClaw API
+ * @returns 建议的分类
+ */
+export async function suggestCategory(
+  description: string,
+  api: OpenClawPluginApi,
+): Promise<{ category: string; reason: string; confidence: number }> {
+  const systemPrompt = `你是一个专业的会计分类助手。根据交易描述，建议最合适的分类。
+
+分类选项：
+- 收入类：service_income(服务收入), product_income(产品销售), investment_income(投资收益), other_income(其他收入)
+- 支出类：business_entertainment(业务招待费), office_supplies(办公费用), marketing(营销费用), salary(工资), rent(租金), utilities(水电费), fixed_asset(固定资产), tax(税费), other_expense(其他支出)
+
+请以 JSON 格式返回：
+{
+  "category": "分类代码",
+  "reason": "选择理由",
+  "confidence": 0-100
+}`;
+
+  const userPrompt = `请为以下交易描述建议分类：\n\n${description}`;
+
+  try {
+    const response = await api.callLLM({
+      messages: [
+        { role: "system", content: systemPrompt },
+        { role: "user", content: userPrompt },
+      ],
+      maxTokens: 200,
+      temperature: 0.1,
+    });
+
+    const content = response.content[0];
+    if (content.type !== "text") {
+      throw new Error("LLM 返回非文本内容");
+    }
+
+    const text = content.text;
+    const jsonMatch = text.match(/\{[\s\S]*\}/);
+    if (!jsonMatch) {
+      throw new Error("无法从 LLM 响应中提取 JSON");
+    }
+
+    const result = JSON.parse(jsonMatch[0]) as { category: string; reason: string; confidence: number };
+    return result;
+  } catch (error) {
+    api.logger.error("opc: 智能分类建议失败", error);
+    return {
+      category: "other_expense",
+      reason: `分类失败：${error instanceof Error ? error.message : String(error)}`,
+      confidence: 0,
+    };
+  }
+}