galaxy-opc-plugin 0.2.2 → 0.2.3

package/src/tools/order-tool.ts

@@ -0,0 +1,481 @@
+/**
+ * 星环OPC中心 — opc_order 订单中台工具
+ *
+ * 核心功能：签单闭环管理
+ * - 报价单创建与管理
+ * - 报价转合同（自动创建里程碑和应收）
+ * - 签约确认与里程碑跟踪
+ */
+
+import { Type, type Static } from "@sinclair/typebox";
+import type { OpenClawPluginApi } from "openclaw/plugin-sdk";
+import type { OpcDatabase } from "../db/index.js";
+import { json, toolError } from "../utils/tool-helper.js";
+
+const OrderSchema = Type.Union([
+  // 1. 创建报价单
+  Type.Object({
+    action: Type.Literal("create_quotation"),
+    company_id: Type.String({ description: "公司 ID" }),
+    contact_id: Type.Optional(Type.String({ description: "客户 ID（关联 opc_contacts）" })),
+    title: Type.String({ description: "报价标题" }),
+    valid_until: Type.String({ description: "有效期 (YYYY-MM-DD)" }),
+    items: Type.Array(Type.Object({
+      description: Type.String({ description: "服务/产品描述" }),
+      quantity: Type.Number({ description: "数量" }),
+      unit_price: Type.Number({ description: "单价（元）" }),
+    }), { description: "报价明细", minItems: 1 }),
+    notes: Type.Optional(Type.String({ description: "备注" })),
+  }),
+
+  // 2. 查看报价单列表
+  Type.Object({
+    action: Type.Literal("list_quotations"),
+    company_id: Type.String({ description: "公司 ID" }),
+    status: Type.Optional(Type.String({ description: "按状态筛选: draft/sent/accepted/rejected/expired" })),
+  }),
+
+  // 3. 更新报价单状态
+  Type.Object({
+    action: Type.Literal("update_quotation_status"),
+    quotation_id: Type.String({ description: "报价单 ID" }),
+    status: Type.String({ description: "新状态: sent(已发送)/accepted(已接受)/rejected(已拒绝)" }),
+  }),
+
+  // 4. 报价转合同（核心功能）
+  Type.Object({
+    action: Type.Literal("quotation_to_contract"),
+    quotation_id: Type.String({ description: "报价单 ID" }),
+    contract_type: Type.String({ description: "合同类型: 服务合同/采购合同/其他" }),
+    start_date: Type.String({ description: "合同开始日期 (YYYY-MM-DD)" }),
+    end_date: Type.String({ description: "合同结束日期 (YYYY-MM-DD)" }),
+    payment_terms: Type.String({ description: "付款条款（如：签约30%，交付70%）" }),
+    milestones: Type.Array(Type.Object({
+      title: Type.String({ description: "里程碑名称" }),
+      due_date: Type.String({ description: "到期日期 (YYYY-MM-DD)" }),
+      amount: Type.Number({ description: "该里程碑对应的收款金额" }),
+      description: Type.Optional(Type.String({ description: "里程碑描述" })),
+    }), { description: "里程碑列表", minItems: 1 }),
+    key_terms: Type.Optional(Type.String({ description: "核心条款摘要" })),
+  }),
+
+  // 5. 确认签约
+  Type.Object({
+    action: Type.Literal("confirm_signing"),
+    contract_id: Type.String({ description: "合同 ID" }),
+    signed_date: Type.String({ description: "签约日期 (YYYY-MM-DD)" }),
+  }),
+
+  // 6. 完成里程碑
+  Type.Object({
+    action: Type.Literal("complete_milestone"),
+    milestone_id: Type.String({ description: "里程碑 ID" }),
+    completed_date: Type.Optional(Type.String({ description: "完成日期 (YYYY-MM-DD)，默认今天" })),
+    notes: Type.Optional(Type.String({ description: "完成备注" })),
+  }),
+
+  // 7. 查看进行中的订单
+  Type.Object({
+    action: Type.Literal("list_active_orders"),
+    company_id: Type.String({ description: "公司 ID" }),
+  }),
+
+  // 8. 里程碑到期提醒
+  Type.Object({
+    action: Type.Literal("milestone_reminder"),
+    company_id: Type.String({ description: "公司 ID" }),
+    days_ahead: Type.Optional(Type.Number({ description: "提前天数，默认 7 天" })),
+  }),
+
+  // 9. 获取合同详情（含里程碑）
+  Type.Object({
+    action: Type.Literal("get_contract_details"),
+    contract_id: Type.String({ description: "合同 ID" }),
+  }),
+]);
+
+type OrderParams = Static<typeof OrderSchema>;
+
+export function registerOrderTool(api: OpenClawPluginApi, db: OpcDatabase): void {
+  api.registerTool(
+    {
+      name: "opc_order",
+      label: "OPC 订单中台",
+      description:
+        "订单中台工具，管理签单全流程。操作: create_quotation(创建报价单), " +
+        "list_quotations(报价单列表), update_quotation_status(更新报价状态), " +
+        "quotation_to_contract(报价转合同，自动创建里程碑和应收), " +
+        "confirm_signing(确认签约), complete_milestone(完成里程碑), " +
+        "list_active_orders(查看进行中订单), milestone_reminder(里程碑到期提醒), " +
+        "get_contract_details(获取合同详情)",
+      parameters: OrderSchema,
+      async execute(_toolCallId, params) {
+        const p = params as OrderParams;
+        try {
+          switch (p.action) {
+            // ═══════════════════════════════════════════════════════
+            // 1. 创建报价单
+            // ═══════════════════════════════════════════════════════
+            case "create_quotation": {
+              const id = db.genId();
+              const now = new Date().toISOString();
+              const month = now.slice(0, 7).replace("-", "");
+
+              // 生成报价单号: QT-YYYYMM-NNN
+              const countRow = db.queryOne(
+                "SELECT COUNT(*) as cnt FROM opc_quotations WHERE company_id = ? AND quotation_number LIKE ?",
+                p.company_id,
+                `QT-${month}-%`,
+              ) as { cnt: number };
+              const seq = String((countRow?.cnt ?? 0) + 1).padStart(3, "0");
+              const quotationNumber = `QT-${month}-${seq}`;
+
+              // 计算总金额
+              const totalAmount = p.items.reduce((sum, item) => sum + item.quantity * item.unit_price, 0);
+
+              // 插入报价单
+              db.exec(
+                `INSERT INTO opc_quotations (id, company_id, contact_id, quotation_number, title, total_amount, valid_until, status, notes, created_at, updated_at)
+                 VALUES (?, ?, ?, ?, ?, ?, ?, 'draft', ?, ?, ?)`,
+                id,
+                p.company_id,
+                p.contact_id ?? "",
+                quotationNumber,
+                p.title,
+                totalAmount,
+                p.valid_until,
+                p.notes ?? "",
+                now,
+                now,
+              );
+
+              // 插入报价明细
+              for (const item of p.items) {
+                const itemId = db.genId();
+                const totalPrice = item.quantity * item.unit_price;
+                db.exec(
+                  `INSERT INTO opc_quotation_items (id, quotation_id, description, quantity, unit_price, total_price, created_at)
+                   VALUES (?, ?, ?, ?, ?, ?, ?)`,
+                  itemId,
+                  id,
+                  item.description,
+                  item.quantity,
+                  item.unit_price,
+                  totalPrice,
+                  now,
+                );
+              }
+
+              const quotation = db.queryOne("SELECT * FROM opc_quotations WHERE id = ?", id);
+              const items = db.query("SELECT * FROM opc_quotation_items WHERE quotation_id = ?", id);
+
+              return json({ ok: true, quotation, items, message: `✅ 报价单 ${quotationNumber} 创建成功` });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 2. 查看报价单列表
+            // ═══════════════════════════════════════════════════════
+            case "list_quotations": {
+              let sql = "SELECT * FROM opc_quotations WHERE company_id = ?";
+              const params: (string | number)[] = [p.company_id];
+
+              if (p.status) {
+                sql += " AND status = ?";
+                params.push(p.status);
+              }
+
+              sql += " ORDER BY created_at DESC";
+              const quotations = db.query(sql, ...params);
+
+              return json({ ok: true, quotations, count: quotations.length });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 3. 更新报价单状态
+            // ═══════════════════════════════════════════════════════
+            case "update_quotation_status": {
+              const now = new Date().toISOString();
+              db.exec(
+                "UPDATE opc_quotations SET status = ?, updated_at = ? WHERE id = ?",
+                p.status,
+                now,
+                p.quotation_id,
+              );
+
+              const quotation = db.queryOne("SELECT * FROM opc_quotations WHERE id = ?", p.quotation_id);
+              return json({ ok: true, quotation, message: `✅ 报价单状态已更新为 ${p.status}` });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 4. 报价转合同（核心功能）
+            // ═══════════════════════════════════════════════════════
+            case "quotation_to_contract": {
+              const now = new Date().toISOString();
+
+              // 1. 获取报价单信息
+              const quotation = db.queryOne("SELECT * FROM opc_quotations WHERE id = ?", p.quotation_id) as {
+                id: string;
+                company_id: string;
+                contact_id: string;
+                title: string;
+                total_amount: number;
+              } | null;
+
+              if (!quotation) {
+                return toolError("QUOTATION_NOT_FOUND", `报价单 ${p.quotation_id} 不存在`);
+              }
+
+              // 2. 创建合同
+              const contractId = db.genId();
+              db.exec(
+                `INSERT INTO opc_contracts (id, company_id, title, counterparty, contract_type, direction, amount, start_date, end_date, status, key_terms, quotation_id, payment_terms, created_at, updated_at)
+                 VALUES (?, ?, ?, '', ?, 'sales', ?, ?, ?, 'draft', ?, ?, ?, ?, ?)`,
+                contractId,
+                quotation.company_id,
+                quotation.title,
+                p.contract_type,
+                quotation.total_amount,
+                p.start_date,
+                p.end_date,
+                p.key_terms ?? "",
+                p.quotation_id,
+                p.payment_terms,
+                now,
+                now,
+              );
+
+              // 3. 创建里程碑
+              const milestoneIds: string[] = [];
+              for (const milestone of p.milestones) {
+                const milestoneId = db.genId();
+                milestoneIds.push(milestoneId);
+
+                db.exec(
+                  `INSERT INTO opc_contract_milestones (id, contract_id, company_id, title, description, due_date, amount, status, created_at, updated_at)
+                   VALUES (?, ?, ?, ?, ?, ?, ?, 'pending', ?, ?)`,
+                  milestoneId,
+                  contractId,
+                  quotation.company_id,
+                  milestone.title,
+                  milestone.description ?? "",
+                  milestone.due_date,
+                  milestone.amount,
+                  now,
+                  now,
+                );
+
+                // 4. 自动创建应收记录（关联里程碑）
+                const paymentId = db.genId();
+                db.exec(
+                  `INSERT INTO opc_payments (id, company_id, direction, counterparty, amount, due_date, status, invoice_id, contract_id, milestone_id, category, notes, created_at, updated_at)
+                   VALUES (?, ?, 'receivable', '', ?, ?, 'pending', '', ?, ?, 'service', ?, ?, ?)`,
+                  paymentId,
+                  quotation.company_id,
+                  milestone.amount,
+                  milestone.due_date,
+                  contractId,
+                  milestoneId,
+                  `${milestone.title} 应收款`,
+                  now,
+                  now,
+                );
+              }
+
+              // 5. 更新报价单状态为已接受
+              db.exec(
+                "UPDATE opc_quotations SET status = 'accepted', updated_at = ? WHERE id = ?",
+                now,
+                p.quotation_id,
+              );
+
+              const contract = db.queryOne("SELECT * FROM opc_contracts WHERE id = ?", contractId);
+              const milestones = db.query("SELECT * FROM opc_contract_milestones WHERE contract_id = ?", contractId);
+              const payments = db.query("SELECT * FROM opc_payments WHERE contract_id = ?", contractId);
+
+              return json({
+                ok: true,
+                contract,
+                milestones,
+                payments,
+                message: `✅ 报价转合同成功！已创建 ${p.milestones.length} 个里程碑和应收记录`,
+              });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 5. 确认签约
+            // ═══════════════════════════════════════════════════════
+            case "confirm_signing": {
+              const now = new Date().toISOString();
+
+              // 更新合同状态和签约日期
+              db.exec(
+                "UPDATE opc_contracts SET status = 'active', signed_date = ?, updated_at = ? WHERE id = ?",
+                p.signed_date,
+                now,
+                p.contract_id,
+              );
+
+              // 获取第一个里程碑，标记为进行中
+              const firstMilestone = db.queryOne(
+                "SELECT * FROM opc_contract_milestones WHERE contract_id = ? ORDER BY due_date ASC LIMIT 1",
+                p.contract_id,
+              ) as { id: string } | null;
+
+              if (firstMilestone) {
+                db.exec(
+                  "UPDATE opc_contract_milestones SET status = 'in_progress', updated_at = ? WHERE id = ?",
+                  now,
+                  firstMilestone.id,
+                );
+              }
+
+              const contract = db.queryOne("SELECT * FROM opc_contracts WHERE id = ?", p.contract_id);
+              const milestones = db.query("SELECT * FROM opc_contract_milestones WHERE contract_id = ?", p.contract_id);
+
+              return json({
+                ok: true,
+                contract,
+                milestones,
+                message: `✅ 合同已签约！第一个里程碑已启动`,
+              });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 6. 完成里程碑
+            // ═══════════════════════════════════════════════════════
+            case "complete_milestone": {
+              const now = new Date().toISOString();
+              const completedDate = p.completed_date ?? now.slice(0, 10);
+
+              // 更新里程碑状态
+              db.exec(
+                "UPDATE opc_contract_milestones SET status = 'completed', completed_date = ?, notes = ?, updated_at = ? WHERE id = ?",
+                completedDate,
+                p.notes ?? "",
+                now,
+                p.milestone_id,
+              );
+
+              const milestone = db.queryOne("SELECT * FROM opc_contract_milestones WHERE id = ?", p.milestone_id) as {
+                contract_id: string;
+                title: string;
+              } | null;
+
+              if (!milestone) {
+                return toolError("MILESTONE_NOT_FOUND", `里程碑 ${p.milestone_id} 不存在`);
+              }
+
+              // 获取下一个里程碑，标记为进行中
+              const nextMilestone = db.queryOne(
+                "SELECT * FROM opc_contract_milestones WHERE contract_id = ? AND status = 'pending' ORDER BY due_date ASC LIMIT 1",
+                milestone.contract_id,
+              ) as { id: string; title: string } | null;
+
+              if (nextMilestone) {
+                db.exec(
+                  "UPDATE opc_contract_milestones SET status = 'in_progress', updated_at = ? WHERE id = ?",
+                  now,
+                  nextMilestone.id,
+                );
+              }
+
+              return json({
+                ok: true,
+                milestone: db.queryOne("SELECT * FROM opc_contract_milestones WHERE id = ?", p.milestone_id),
+                next_milestone: nextMilestone,
+                message: `✅ 里程碑「${milestone.title}」已完成${nextMilestone ? `，下一个里程碑「${nextMilestone.title}」已启动` : ""}`,
+              });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 7. 查看进行中的订单
+            // ═══════════════════════════════════════════════════════
+            case "list_active_orders": {
+              const contracts = db.query(
+                "SELECT * FROM opc_contracts WHERE company_id = ? AND status = 'active' ORDER BY signed_date DESC",
+                p.company_id,
+              );
+
+              const orders = contracts.map((contract) => {
+                const milestones = db.query(
+                  "SELECT * FROM opc_contract_milestones WHERE contract_id = ? ORDER BY due_date ASC",
+                  (contract as { id: string }).id,
+                );
+                return { ...contract, milestones };
+              });
+
+              return json({ ok: true, orders, count: orders.length });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 8. 里程碑到期提醒
+            // ═══════════════════════════════════════════════════════
+            case "milestone_reminder": {
+              const daysAhead = p.days_ahead ?? 7;
+              const today = new Date().toISOString().slice(0, 10);
+              const futureDate = new Date(Date.now() + daysAhead * 24 * 60 * 60 * 1000).toISOString().slice(0, 10);
+
+              const milestones = db.query(
+                `SELECT m.*, c.title as contract_title
+                 FROM opc_contract_milestones m
+                 JOIN opc_contracts c ON m.contract_id = c.id
+                 WHERE m.company_id = ?
+                   AND m.status IN ('pending', 'in_progress')
+                   AND m.due_date BETWEEN ? AND ?
+                 ORDER BY m.due_date ASC`,
+                p.company_id,
+                today,
+                futureDate,
+              );
+
+              return json({
+                ok: true,
+                milestones,
+                count: milestones.length,
+                message: `未来 ${daysAhead} 天内有 ${milestones.length} 个里程碑到期`,
+              });
+            }
+
+            // ═══════════════════════════════════════════════════════
+            // 9. 获取合同详情
+            // ═══════════════════════════════════════════════════════
+            case "get_contract_details": {
+              const contract = db.queryOne("SELECT * FROM opc_contracts WHERE id = ?", p.contract_id);
+              if (!contract) {
+                return toolError("CONTRACT_NOT_FOUND", `合同 ${p.contract_id} 不存在`);
+              }
+
+              const milestones = db.query(
+                "SELECT * FROM opc_contract_milestones WHERE contract_id = ? ORDER BY due_date ASC",
+                p.contract_id,
+              );
+
+              const payments = db.query(
+                "SELECT * FROM opc_payments WHERE contract_id = ? ORDER BY due_date ASC",
+                p.contract_id,
+              );
+
+              const quotation = (contract as { quotation_id: string }).quotation_id
+                ? db.queryOne("SELECT * FROM opc_quotations WHERE id = ?", (contract as { quotation_id: string }).quotation_id)
+                : null;
+
+              return json({
+                ok: true,
+                contract,
+                milestones,
+                payments,
+                quotation,
+              });
+            }
+
+            default:
+              return toolError("INVALID_ACTION", `未知操作: ${(p as { action: string }).action}`);
+          }
+        } catch (err) {
+          const message = err instanceof Error ? err.message : String(err);
+          return toolError("EXECUTION_ERROR", `订单工具执行失败: ${message}`);
+        }
+      },
+    },
+  );
+}

package/src/tools/smart-accounting-tool.ts

@@ -0,0 +1,144 @@
+/**
+ * 星环OPC中心 — 智能记账工具
+ * 支持自然语言记账和智能分类
+ */
+
+import { Type, type Static } from "@sinclair/typebox";
+import type { OpenClawPluginApi } from "openclaw/plugin-sdk";
+import type { OpcDatabase } from "../db/index.js";
+import { json, toolError } from "../utils/tool-helper.js";
+import { parseAccountingIntent, suggestCategory } from "../opc/accounting-parser.js";
+
+const SmartAccountingSchema = Type.Union([
+  Type.Object({
+    action: Type.Literal("natural_language_record"),
+    company_id: Type.String({ description: "公司 ID" }),
+    input: Type.String({ description: "自然语言记账输入，如：今天请客户吃饭花了 500 块" }),
+    confirm: Type.Optional(Type.Boolean({ description: "是否确认记账（默认 false，先预览）" })),
+  }),
+  Type.Object({
+    action: Type.Literal("suggest_category"),
+    description: Type.String({ description: "交易描述" }),
+  }),
+]);
+
+type SmartAccountingParams = Static<typeof SmartAccountingSchema>;
+
+export function registerSmartAccountingTool(api: OpenClawPluginApi, db: OpcDatabase): void {
+  api.registerTool(
+    {
+      name: "opc_smart_accounting",
+      label: "OPC 智能记账",
+      description:
+        "智能记账工具，支持自然语言记账和智能分类。操作: " +
+        "natural_language_record(自然语言记账), suggest_category(建议分类)",
+      parameters: SmartAccountingSchema,
+      async execute(_toolCallId, params) {
+        const p = params as SmartAccountingParams;
+        try {
+          switch (p.action) {
+            case "natural_language_record": {
+              // 使用 LLM 解析自然语言输入
+              const intent = await parseAccountingIntent(p.input, api);
+
+              if (intent.confidence < 50) {
+                return toolError(
+                  `解析置信度过低（${intent.confidence}%），请提供更清晰的描述。\n` +
+                  `解析结果：${intent.description}`,
+                  "LOW_CONFIDENCE",
+                );
+              }
+
+              // 如果是预览模式（默认）
+              if (!p.confirm) {
+                return json({
+                  ok: true,
+                  preview: true,
+                  parsed_intent: intent,
+                  message: "请确认以下解析结果是否正确。如果正确，请使用 confirm=true 参数确认记账。",
+                  suggestions: [
+                    intent.tax_note ? `💡 税务提示：${intent.tax_note}` : null,
+                    intent.is_deductible ? "✅ 此笔支出可抵税，记得保存发票" : null,
+                    intent.amount > 2000 && intent.category === "fixed_asset" ? "📊 大额固定资产购置，可按年折旧" : null,
+                  ].filter(Boolean),
+                });
+              }
+
+              // 确认模式：创建交易记录
+              const transactionId = db.genId();
+              const now = new Date().toISOString();
+
+              db.execute(
+                `INSERT INTO opc_transactions (id, company_id, type, category, amount, description, counterparty, transaction_date, created_at)
+                 VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)`,
+                transactionId,
+                p.company_id,
+                intent.type,
+                intent.category,
+                intent.amount,
+                intent.description,
+                intent.counterparty ?? "",
+                intent.date,
+                now,
+              );
+
+              const transaction = db.queryOne("SELECT * FROM opc_transactions WHERE id = ?", transactionId);
+
+              // 生成记账成功提示
+              const successMessages = [
+                `✅ 记账成功！${intent.type === "income" ? "收入" : "支出"} ${intent.amount} 元`,
+              ];
+
+              if (intent.tax_note) {
+                successMessages.push(`💡 ${intent.tax_note}`);
+              }
+
+              if (intent.is_deductible && intent.type === "expense") {
+                successMessages.push("✅ 此笔支出可抵税，记得保存发票用于年度汇算清缴");
+              }
+
+              // 检查月度预算（如果支出）
+              if (intent.type === "expense") {
+                const currentMonth = intent.date.slice(0, 7);
+                const monthlyExpense = db.queryOne(
+                  `SELECT COALESCE(SUM(amount), 0) as total
+                   FROM opc_transactions
+                   WHERE company_id = ? AND type = 'expense' AND transaction_date LIKE ?`,
+                  p.company_id, currentMonth + "%",
+                ) as { total: number };
+
+                const totalExpense = monthlyExpense?.total ?? 0;
+                if (totalExpense > 10000) {
+                  successMessages.push(`⚠️ 本月支出已达 ${totalExpense.toLocaleString()} 元`);
+                }
+              }
+
+              return json({
+                ok: true,
+                transaction,
+                intent,
+                messages: successMessages,
+              });
+            }
+
+            case "suggest_category": {
+              const suggestion = await suggestCategory(p.description, api);
+              return json({
+                ok: true,
+                suggestion,
+              });
+            }
+
+            default:
+              return toolError(`未知操作: ${(p as { action: string }).action}`, "UNKNOWN_ACTION");
+          }
+        } catch (err) {
+          return toolError(err instanceof Error ? err.message : String(err), "EXECUTION_ERROR");
+        }
+      },
+    },
+    { name: "opc_smart_accounting" },
+  );
+
+  api.logger.info("opc: 已注册 opc_smart_accounting 工具");
+}