galaxy-opc-plugin 0.2.2 → 0.2.3

package/src/opc/onboarding-flow.ts

@@ -0,0 +1,332 @@
+/**
+ * 星环OPC中心 — 新手引导流程
+ *
+ * 通过 3 个问题了解用户，生成个性化启动清单。
+ */
+
+import type { OpcDatabase } from "../db/index.js";
+
+/** 引导问题定义 */
+export const ONBOARDING_QUESTIONS = [
+  {
+    id: "stage",
+    question: "你当前处于哪个阶段？",
+    options: [
+      { value: "idea", label: "想法阶段 - 还在构思商业模式" },
+      { value: "preparing", label: "准备注册 - 已有明确方向，准备注册公司" },
+      { value: "registered", label: "已注册 - 公司已注册，准备开展业务" },
+      { value: "operating", label: "运营中 - 已经开始运营并产生收入" },
+    ],
+  },
+  {
+    id: "business_type",
+    question: "你的主要业务类型是什么？",
+    options: [
+      { value: "content", label: "内容创作 - 自媒体、课程、写作等" },
+      { value: "tech_service", label: "技术服务 - 开发、设计、咨询等" },
+      { value: "product_sales", label: "产品销售 - 电商、实物产品等" },
+      { value: "consulting", label: "咨询顾问 - 专业咨询、培训等" },
+      { value: "other", label: "其他" },
+    ],
+  },
+  {
+    id: "revenue_expectation",
+    question: "你预计今年的收入目标是？",
+    options: [
+      { value: "under_10w", label: "10万以下 - 小额变现或副业" },
+      { value: "10_50w", label: "10-50万 - 全职创业基础收入" },
+      { value: "50_100w", label: "50-100万 - 稳定业务收入" },
+      { value: "over_100w", label: "100万以上 - 规模化发展" },
+    ],
+  },
+] as const;
+
+/** 引导状态 */
+export type OnboardingState = {
+  currentQuestionIndex: number;
+  answers: Record<string, string>;
+  completed: boolean;
+  checklist: OnboardingChecklistItem[];
+};
+
+/** 清单项 */
+export type OnboardingChecklistItem = {
+  id: string;
+  title: string;
+  description: string;
+  completed: boolean;
+  estimatedMinutes: number;
+};
+
+/** 获取公司的引导状态 */
+export function getOnboardingState(db: OpcDatabase, companyId: string): OnboardingState | null {
+  const company = db.queryOne(
+    "SELECT onboarding_data, onboarding_stage, onboarding_completed FROM opc_companies WHERE id = ?",
+    companyId,
+  ) as { onboarding_data: string; onboarding_stage: string; onboarding_completed: number } | null;
+
+  if (!company) return null;
+
+  try {
+    const data = JSON.parse(company.onboarding_data || "{}") as Partial<OnboardingState>;
+    return {
+      currentQuestionIndex: data.currentQuestionIndex ?? 0,
+      answers: data.answers ?? {},
+      completed: company.onboarding_completed === 1,
+      checklist: data.checklist ?? [],
+    };
+  } catch {
+    return {
+      currentQuestionIndex: 0,
+      answers: {},
+      completed: false,
+      checklist: [],
+    };
+  }
+}
+
+/** 保存引导状态 */
+export function saveOnboardingState(
+  db: OpcDatabase,
+  companyId: string,
+  state: OnboardingState,
+): void {
+  db.execute(
+    `UPDATE opc_companies
+     SET onboarding_data = ?,
+         onboarding_stage = ?,
+         onboarding_completed = ?,
+         updated_at = datetime('now')
+     WHERE id = ?`,
+    JSON.stringify(state),
+    state.answers.stage ?? "",
+    state.completed ? 1 : 0,
+    companyId,
+  );
+}
+
+/** 回答问题 */
+export function answerQuestion(
+  db: OpcDatabase,
+  companyId: string,
+  questionId: string,
+  answer: string,
+): { success: boolean; message: string; nextQuestion?: typeof ONBOARDING_QUESTIONS[number] } {
+  const state = getOnboardingState(db, companyId);
+  if (!state) {
+    return { success: false, message: "公司不存在" };
+  }
+
+  if (state.completed) {
+    return { success: false, message: "引导已完成，无需再次回答" };
+  }
+
+  const currentQuestion = ONBOARDING_QUESTIONS[state.currentQuestionIndex];
+  if (!currentQuestion || currentQuestion.id !== questionId) {
+    return { success: false, message: "问题 ID 不匹配" };
+  }
+
+  // 验证答案是否有效
+  const validOption = currentQuestion.options.find(opt => opt.value === answer);
+  if (!validOption) {
+    return { success: false, message: "无效的选项" };
+  }
+
+  // 保存答案
+  state.answers[questionId] = answer;
+  state.currentQuestionIndex++;
+
+  // 检查是否所有问题都已回答
+  if (state.currentQuestionIndex >= ONBOARDING_QUESTIONS.length) {
+    // 生成清单
+    state.checklist = generateChecklist(state.answers);
+    state.completed = false; // 清单未完成
+  }
+
+  saveOnboardingState(db, companyId, state);
+
+  const nextQuestion = ONBOARDING_QUESTIONS[state.currentQuestionIndex];
+  return {
+    success: true,
+    message: `已记录：${validOption.label}`,
+    nextQuestion,
+  };
+}
+
+/** 生成个性化清单 */
+export function generateChecklist(answers: Record<string, string>): OnboardingChecklistItem[] {
+  const stage = answers.stage ?? "idea";
+  const businessType = answers.business_type ?? "other";
+  const revenue = answers.revenue_expectation ?? "under_10w";
+
+  const checklist: OnboardingChecklistItem[] = [];
+
+  // 基础任务（所有阶段）
+  if (stage === "idea" || stage === "preparing") {
+    checklist.push({
+      id: "register_company_info",
+      title: "填写公司基本信息",
+      description: "使用 opc_manage 工具注册你的公司信息（名称、行业、负责人等）",
+      completed: false,
+      estimatedMinutes: 5,
+    });
+  }
+
+  // OPB 商业画布
+  if (stage === "idea" || stage === "preparing") {
+    checklist.push({
+      id: "complete_opb_canvas",
+      title: "完成 OPB 商业画布",
+      description: "梳理你的商业模式：目标客户、痛点、解决方案、收入模式等",
+      completed: false,
+      estimatedMinutes: 30,
+    });
+  }
+
+  // 配置 AI 团队
+  checklist.push({
+    id: "configure_ai_team",
+    title: "配置 AI 员工团队",
+    description: "根据业务需求启用财务、法务、运营等 AI 员工",
+    completed: false,
+    estimatedMinutes: 10,
+  });
+
+  // 第一笔记账（已运营）
+  if (stage === "operating") {
+    checklist.push({
+      id: "first_transaction",
+      title: "记录第一笔交易",
+      description: "使用 opc_manage 添加收入或支出记录，开始财务管理",
+      completed: false,
+      estimatedMinutes: 5,
+    });
+  }
+
+  // 添加客户
+  if (businessType === "tech_service" || businessType === "consulting" || businessType === "content") {
+    checklist.push({
+      id: "add_first_customer",
+      title: "添加第一个客户",
+      description: "使用 opc_manage 添加潜在客户或现有客户信息",
+      completed: false,
+      estimatedMinutes: 5,
+    });
+  }
+
+  // 创建合同模板（高收入目标）
+  if (revenue === "50_100w" || revenue === "over_100w") {
+    checklist.push({
+      id: "create_contract_template",
+      title: "创建服务合同模板",
+      description: "使用 opc_legal 创建标准化的服务合同模板",
+      completed: false,
+      estimatedMinutes: 20,
+    });
+  }
+
+  // 内容营销规划（内容创作）
+  if (businessType === "content") {
+    checklist.push({
+      id: "plan_content_strategy",
+      title: "规划内容发布计划",
+      description: "使用 opc_media 创建内容日历和发布计划",
+      completed: false,
+      estimatedMinutes: 15,
+    });
+  }
+
+  // 税务基础设置（已注册或运营中）
+  if (stage === "registered" || stage === "operating") {
+    checklist.push({
+      id: "setup_tax_basics",
+      title: "了解税务基础",
+      description: "查看税务日历，了解需要申报的税种和时间节点",
+      completed: false,
+      estimatedMinutes: 10,
+    });
+  }
+
+  // 项目管理（技术服务）
+  if (businessType === "tech_service") {
+    checklist.push({
+      id: "create_first_project",
+      title: "创建第一个项目",
+      description: "使用 opc_project 管理你的项目进度和预算",
+      completed: false,
+      estimatedMinutes: 10,
+    });
+  }
+
+  // 浏览 Dashboard
+  checklist.push({
+    id: "explore_dashboard",
+    title: "浏览运营看板",
+    description: "访问管理后台，了解关键指标和运营状态",
+    completed: false,
+    estimatedMinutes: 5,
+  });
+
+  return checklist;
+}
+
+/** 完成清单项 */
+export function completeChecklistItem(
+  db: OpcDatabase,
+  companyId: string,
+  itemId: string,
+): { success: boolean; message: string; allCompleted?: boolean } {
+  const state = getOnboardingState(db, companyId);
+  if (!state) {
+    return { success: false, message: "公司不存在" };
+  }
+
+  const item = state.checklist.find(i => i.id === itemId);
+  if (!item) {
+    return { success: false, message: "清单项不存在" };
+  }
+
+  if (item.completed) {
+    return { success: false, message: "该项已完成" };
+  }
+
+  // 标记为完成
+  item.completed = true;
+
+  // 检查是否全部完成
+  const allCompleted = state.checklist.every(i => i.completed);
+  if (allCompleted) {
+    state.completed = true;
+  }
+
+  saveOnboardingState(db, companyId, state);
+
+  return {
+    success: true,
+    message: `已完成：${item.title}`,
+    allCompleted,
+  };
+}
+
+/** 获取当前问题 */
+export function getCurrentQuestion(
+  db: OpcDatabase,
+  companyId: string,
+): typeof ONBOARDING_QUESTIONS[number] | null {
+  const state = getOnboardingState(db, companyId);
+  if (!state || state.currentQuestionIndex >= ONBOARDING_QUESTIONS.length) {
+    return null;
+  }
+  return ONBOARDING_QUESTIONS[state.currentQuestionIndex];
+}
+
+/** 重置引导（用于重新开始） */
+export function resetOnboarding(db: OpcDatabase, companyId: string): void {
+  const initialState: OnboardingState = {
+    currentQuestionIndex: 0,
+    answers: {},
+    completed: false,
+    checklist: [],
+  };
+  saveOnboardingState(db, companyId, initialState);
+}

package/src/opc/proactive-service.ts

@@ -21,6 +21,7 @@ import { recalculateAllStages } from "./stage-detector.js";
 import { saveDailyBriefing } from "./briefing-builder.js";
 import { TaskExecutor } from "./task-executor.js";
 import { alertsToStaffTasks, insightsToStaffTasks } from "./event-triggers.js";
+import { generateDailyBrief, formatDailyBriefMarkdown } from "./daily-brief.js";
 
 /** 为所有公司保存每日简报快照 */
 function saveDailyBriefings(db: OpcDatabase, log: (msg: string) => void): void {
@@ -79,6 +80,283 @@ function createScheduledStaffTasks(db: OpcDatabase, log: (msg: string) => void):
   }
 }
 
+/** 逾期款项检测 */
+function detectOverduePayments(db: OpcDatabase, log: (msg: string) => void): void {
+  try {
+    const today = new Date().toISOString().slice(0, 10);
+    const overduePayments = db.query(
+      `SELECT id, company_id, direction, counterparty, amount, due_date
+       FROM opc_payments
+       WHERE status IN ('pending', 'partial')
+         AND due_date != '' AND due_date < ?`,
+      today,
+    ) as { id: string; company_id: string; direction: string; counterparty: string; amount: number; due_date: string }[];
+
+    let count = 0;
+    for (const payment of overduePayments) {
+      const daysOverdue = Math.floor((Date.now() - new Date(payment.due_date).getTime()) / 86400000);
+
+      // 检查是否已有告警
+      const existingAlert = db.queryOne(
+        `SELECT id FROM opc_alerts
+         WHERE company_id = ? AND category = 'overdue_payment'
+           AND title LIKE ? AND status = 'active'`,
+        payment.company_id,
+        `%${payment.counterparty}%`,
+      );
+
+      if (!existingAlert) {
+        db.execute(
+          `INSERT INTO opc_alerts (id, company_id, title, severity, category, status, message, created_at)
+           VALUES (?, ?, ?, ?, ?, ?, ?, datetime('now'))`,
+          db.genId(),
+          payment.company_id,
+          `逾期${payment.direction === "receivable" ? "应收" : "应付"}款：${payment.counterparty}`,
+          daysOverdue > 30 ? "critical" : "warning",
+          "overdue_payment",
+          "active",
+          `${payment.direction === "receivable" ? "应收" : "应付"}款项 ${payment.amount.toLocaleString()} 元已逾期 ${daysOverdue} 天`,
+        );
+        count++;
+      }
+    }
+
+    if (count > 0) log(`opc-proactive: 检测到 ${count} 条逾期款项告警`);
+  } catch (err) {
+    log(`opc-proactive: 逾期款项检测异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+/** 合同到期检测 */
+function detectExpiringContracts(db: OpcDatabase, log: (msg: string) => void): void {
+  try {
+    const today = new Date().toISOString().slice(0, 10);
+    const expiringContracts = db.query(
+      `SELECT id, company_id, title, counterparty, end_date
+       FROM opc_contracts
+       WHERE status = 'active'
+         AND end_date != ''
+         AND end_date >= ? AND end_date <= date(?, '+30 days')`,
+      today, today,
+    ) as { id: string; company_id: string; title: string; counterparty: string; end_date: string }[];
+
+    let count = 0;
+    for (const contract of expiringContracts) {
+      const daysUntilExpiry = Math.floor((new Date(contract.end_date).getTime() - Date.now()) / 86400000);
+
+      // 检查是否已有告警
+      const existingAlert = db.queryOne(
+        `SELECT id FROM opc_alerts
+         WHERE company_id = ? AND category = 'expiring_contract'
+           AND title LIKE ? AND status = 'active'`,
+        contract.company_id,
+        `%${contract.title}%`,
+      );
+
+      if (!existingAlert) {
+        db.execute(
+          `INSERT INTO opc_alerts (id, company_id, title, severity, category, status, message, created_at)
+           VALUES (?, ?, ?, ?, ?, ?, ?, datetime('now'))`,
+          db.genId(),
+          contract.company_id,
+          `合同即将到期：${contract.title}`,
+          daysUntilExpiry <= 7 ? "critical" : daysUntilExpiry <= 14 ? "warning" : "info",
+          "expiring_contract",
+          "active",
+          `与 ${contract.counterparty} 的合同将在 ${daysUntilExpiry} 天后到期（${contract.end_date}），需要续约或重新协商`,
+        );
+        count++;
+      }
+    }
+
+    if (count > 0) log(`opc-proactive: 检测到 ${count} 条合同到期告警`);
+  } catch (err) {
+    log(`opc-proactive: 合同到期检测异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+/** 客户回访检测 */
+function detectStaleCustomers(db: OpcDatabase, log: (msg: string) => void): void {
+  try {
+    const staleContacts = db.query(
+      `SELECT id, company_id, name, last_contact_date, pipeline_stage
+       FROM opc_contacts
+       WHERE last_contact_date != ''
+         AND last_contact_date < date('now', '-60 days')
+         AND pipeline_stage NOT IN ('lost', 'won')`,
+    ) as { id: string; company_id: string; name: string; last_contact_date: string; pipeline_stage: string }[];
+
+    let count = 0;
+    for (const contact of staleContacts) {
+      const daysSinceContact = Math.floor((Date.now() - new Date(contact.last_contact_date).getTime()) / 86400000);
+
+      // 检查是否已有告警
+      const existingAlert = db.queryOne(
+        `SELECT id FROM opc_alerts
+         WHERE company_id = ? AND category = 'stale_customer'
+           AND title LIKE ? AND status = 'active'`,
+        contact.company_id,
+        `%${contact.name}%`,
+      );
+
+      if (!existingAlert) {
+        db.execute(
+          `INSERT INTO opc_alerts (id, company_id, title, severity, category, status, message, created_at)
+           VALUES (?, ?, ?, ?, ?, ?, ?, datetime('now'))`,
+          db.genId(),
+          contact.company_id,
+          `客户需要回访：${contact.name}`,
+          daysSinceContact > 90 ? "warning" : "info",
+          "stale_customer",
+          "active",
+          `已 ${daysSinceContact} 天未联系，当前阶段：${contact.pipeline_stage}`,
+        );
+        count++;
+      }
+    }
+
+    if (count > 0) log(`opc-proactive: 检测到 ${count} 个客户需要回访`);
+  } catch (err) {
+    log(`opc-proactive: 客户回访检测异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+/** 里程碑到期检测（新增：订单闭环功能） */
+function detectMilestonesDue(db: OpcDatabase, log: (msg: string) => void): void {
+  try {
+    const today = new Date().toISOString().slice(0, 10);
+    const in7Days = new Date(Date.now() + 7 * 24 * 60 * 60 * 1000).toISOString().slice(0, 10);
+
+    // 查询 7 天内到期的里程碑
+    const dueMilestones = db.query(
+      `SELECT m.id, m.company_id, m.contract_id, m.title, m.due_date, m.amount,
+              c.title as contract_title, c.counterparty
+       FROM opc_contract_milestones m
+       JOIN opc_contracts c ON m.contract_id = c.id
+       WHERE m.status IN ('pending', 'in_progress')
+         AND m.due_date != '' AND m.due_date BETWEEN ? AND ?`,
+      today, in7Days,
+    ) as { id: string; company_id: string; contract_id: string; title: string; due_date: string; amount: number; contract_title: string; counterparty: string }[];
+
+    let count = 0;
+    for (const milestone of dueMilestones) {
+      const daysUntilDue = Math.floor((new Date(milestone.due_date).getTime() - Date.now()) / 86400000);
+
+      // 检查是否已有告警
+      const existingAlert = db.queryOne(
+        `SELECT id FROM opc_alerts
+         WHERE company_id = ? AND category = 'milestone_due'
+           AND title LIKE ? AND status = 'active'`,
+        milestone.company_id,
+        `%${milestone.title}%`,
+      );
+
+      if (!existingAlert) {
+        db.execute(
+          `INSERT INTO opc_alerts (id, company_id, title, severity, category, status, message, created_at)
+           VALUES (?, ?, ?, ?, ?, ?, ?, datetime('now'))`,
+          db.genId(),
+          milestone.company_id,
+          `里程碑即将到期：${milestone.title}`,
+          daysUntilDue <= 3 ? "warning" : "info",
+          "milestone_due",
+          "active",
+          `合同「${milestone.contract_title}」的里程碑将在 ${daysUntilDue} 天后到期（${milestone.due_date}），应收款 ${milestone.amount.toLocaleString()} 元`,
+        );
+        count++;
+      }
+    }
+
+    if (count > 0) log(`opc-proactive: 检测到 ${count} 个即将到期的里程碑`);
+  } catch (err) {
+    log(`opc-proactive: 里程碑到期检测异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
+/** 应收风险分层（新增：订单闭环功能） */
+function classifyPaymentRisks(db: OpcDatabase, log: (msg: string) => void): void {
+  try {
+    const today = new Date().toISOString().slice(0, 10);
+
+    // 更新所有应收的逾期天数
+    db.exec(
+      `UPDATE opc_payments
+       SET overdue_days = CAST((julianday('${today}') - julianday(due_date)) AS INTEGER)
+       WHERE direction = 'receivable' AND status IN ('pending', 'partial', 'overdue') AND due_date != ''`,
+    );
+
+    // 更新风险等级
+    db.exec(
+      `UPDATE opc_payments
+       SET risk_level = CASE
+         WHEN overdue_days <= 7 THEN 'normal'
+         WHEN overdue_days BETWEEN 8 AND 30 THEN 'warning'
+         ELSE 'critical'
+       END
+       WHERE direction = 'receivable' AND status IN ('pending', 'partial', 'overdue')`,
+    );
+
+    // 统计各风险等级
+    const riskStats = db.query(
+      `SELECT risk_level, COUNT(*) as count, SUM(amount - paid_amount) as total_amount
+       FROM opc_payments
+       WHERE direction = 'receivable' AND status IN ('pending', 'partial', 'overdue')
+       GROUP BY risk_level`,
+    ) as { risk_level: string; count: number; total_amount: number }[];
+
+    let warningCount = 0;
+    let criticalCount = 0;
+
+    for (const stat of riskStats) {
+      if (stat.risk_level === "warning") warningCount = stat.count;
+      if (stat.risk_level === "critical") criticalCount = stat.count;
+    }
+
+    if (warningCount > 0 || criticalCount > 0) {
+      log(`opc-proactive: 应收风险分层完成 - 预警: ${warningCount} 笔, 严重: ${criticalCount} 笔`);
+    }
+
+    // 为严重逾期的应收创建告警
+    const criticalPayments = db.query(
+      `SELECT id, company_id, counterparty, amount, paid_amount, overdue_days
+       FROM opc_payments
+       WHERE risk_level = 'critical' AND direction = 'receivable'`,
+    ) as { id: string; company_id: string; counterparty: string; amount: number; paid_amount: number; overdue_days: number }[];
+
+    let alertCount = 0;
+    for (const payment of criticalPayments) {
+      // 检查是否已有告警
+      const existingAlert = db.queryOne(
+        `SELECT id FROM opc_alerts
+         WHERE company_id = ? AND category = 'critical_receivable'
+           AND title LIKE ? AND status = 'active'`,
+        payment.company_id,
+        `%${payment.counterparty}%`,
+      );
+
+      if (!existingAlert) {
+        const remainingAmount = payment.amount - payment.paid_amount;
+        db.execute(
+          `INSERT INTO opc_alerts (id, company_id, title, severity, category, status, message, created_at)
+           VALUES (?, ?, ?, ?, ?, ?, ?, datetime('now'))`,
+          db.genId(),
+          payment.company_id,
+          `严重逾期应收：${payment.counterparty}`,
+          "critical",
+          "critical_receivable",
+          "active",
+          `应收款 ${remainingAmount.toLocaleString()} 元已逾期 ${payment.overdue_days} 天，建议升级催收或法律途径`,
+        );
+        alertCount++;
+      }
+    }
+
+    if (alertCount > 0) log(`opc-proactive: 创建 ${alertCount} 条严重逾期应收告警`);
+  } catch (err) {
+    log(`opc-proactive: 应收风险分层异常: ${err instanceof Error ? err.message : String(err)}`);
+  }
+}
+
 /** 清理超过 2 小时仍 in_progress 且有 session_key 的任务（subagent_ended 未触发时的兜底） */
 function reapStaleTasks(db: OpcDatabase, log: (msg: string) => void): void {
   try {
@@ -134,13 +412,22 @@ function runFullScan(db: OpcDatabase, log: (msg: string) => void, webhookUrl?: s
     // 7. 创建定时员工任务
     createScheduledStaffTasks(db, log);
 
-    // 8. 清理超时的 in_progress 任务
+    // 8. 新增检测：逾期款项、合同到期、客户回访
+    detectOverduePayments(db, log);
+    detectExpiringContracts(db, log);
+    detectStaleCustomers(db, log);
+
+    // 8.1. 订单闭环检测：里程碑到期、应收风险分层
+    detectMilestonesDue(db, log);
+    classifyPaymentRisks(db, log);
+
+    // 9. 清理超时的 in_progress 任务
     reapStaleTasks(db, log);
 
-    // 9. 将新告警自动分配给对应 AI 员工
+    // 10. 将新告警自动分配给对应 AI 员工
     alertsToStaffTasks(db, log);
 
-    // 10. 将可执行洞察转化为员工待办
+    // 11. 将可执行洞察转化为员工待办
     insightsToStaffTasks(db, log);
 
     log("opc-proactive: 全量扫描完成");