feat(crm): 集成商机管理模块并更新构建脚本
- 添加商机管理模块到集成CRM应用 - 更新构建脚本以包含商机管理模块 - 生成完整的数据库模式文件 integrated_crm_app_schema.sql - 更新模块初始化逻辑
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README.md
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README.md
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# 集成CRM管理系统
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# 集成CRM应用程序
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## 概述
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## 📋 概述
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这是一个集成了客户管理、合同管理、商机管理、财务管理、基础编码管理和RBAC权限控制的完整CRM解决方案。
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这是一个完整的集成CRM应用程序，将8个核心模块无缝整合到一个统一的Web界面中：
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## 功能模块
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1. **客户管理** - 客户档案、交接管理、公海池
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2. **商机管理** - 销售漏斗、阶段管理、漏斗可视化、成交预测（偏差率≤15%）
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3. **合同管理** - AI分析、里程碑跟踪、履约管理
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4. **财务管理** - 记账、应收应付、财务报表
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5. **审批工作流** - 跨模块审批、统一审批中心、移动端支持
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6. **统一仪表板** - 实时KPI、业务智能、移动端优化报表
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7. **基础模块** - 代码管理、参数管理
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8. **RBAC鉴权** - 用户管理、角色权限、多租户安全
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### 1. 客户管理模块 (Customer Management)
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## 🚀 主要特性
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- **客户档案管理**: 支持个人和企业客户，360度视图集成商机、合同、服务记录
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- **客户交接管理**: 自动化交接流程，三阶段审批工作流
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- **客户公海池**: 基于不活跃期的自动回收和分配机制
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### 2. 商机管理模块 (Opportunity Management)
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### 统一界面
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- **商机全生命周期**: 手动录入/线索转化，自定义销售漏斗阶段
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- **TabPanel导航**: 单页面应用，7个主要标签页
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- **商机分析**: 漏斗可视化，基于历史转化率的收入预测（偏差≤15%）
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- **响应式设计**: 自动适配桌面和移动设备
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- **一致的用户体验**: 所有模块使用统一的设计语言
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- **集中认证**: 基于RBAC的统一登录系统
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### 3. 合同管理模块 (Contract Management)
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### 模块集成
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- **合同全流程**: 从商机一键生成，AI条款解析和风险预警
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- **客户 ↔ 商机**: 客户360°视图包含关联商机
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- **履约跟踪**: 里程碑管理，逾期自动提醒
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- **商机 ↔ 合同**: 一键生成合同，状态自动同步
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- **分阶段收款**: 订单作为收款执行单元，自动拆分付款节点
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- **合同 ↔ 财务**: 合同里程碑自动生成应收
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- **跨模块审批**: 统一审批中心处理所有模块的审批需求
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- **统一仪表板**: 实时聚合所有模块的关键数据
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### 4. 财务管理模块 (Financial Management)
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### 移动端支持
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- **应收管理**: 订单维度精细化管理，账期监控和逾期提醒
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- **专用移动UI**: 审批和报表模块有专门的移动端界面
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- **收款管理**: 多订单关联收款，金额验证防止超收
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- **触摸优化**: 大按钮、简化操作流程
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- **支出管理**: 关联已核销合同收款的支出控制
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- **离线支持**: 关键审批操作支持离线缓存
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- **性能优化**: 移动端数据加载和渲染优化
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### 5. 基础模块 (AppBase)
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## 🛠️ 技术架构
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- **编码管理**: 分层键值对管理（appcodes/appcodes_kv表）
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- **参数管理**: 系统参数和业务日期管理
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### 6. 权限控制模块 (RBAC)
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### 前端架构
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- **用户管理**: 多种认证方式（密码、手机、二维码）
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- **Bricks Framework**: JSON驱动的组件化UI系统
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- **角色权限**: 树形权限结构，细粒度访问控制
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- **主布局**: `base.ui` 使用TabPanel组织所有模块
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- **组织管理**: 多租户支持，提供商/经销商/客户层级
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- **认证界面**: `login.ui` + `login.dspy` 集成RBAC认证
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- **模块集成**: Frame组件加载各个模块的UI
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## 技术架构
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### 后端架构
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- **模块加载器**: `init.py` 按依赖顺序加载8个模块
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- **依赖顺序**: AppBase → RBAC → 业务模块 → 增强模块
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- **函数暴露**: ServerEnv暴露所有必需的函数
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- **异步设计**: 正确使用awaitify处理同步函数
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### 前端
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### 数据库架构
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- **Bricks Framework**: JSON驱动的组件化UI框架
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- **共享模式**: 所有模块使用同一数据库，通过org_id隔离
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- **响应式设计**: 适配不同屏幕尺寸
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- **引用完整性**: 外键维护数据一致性
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- **模块化布局**: TabPanel组织各功能模块
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- **性能优化**: 在频繁查询字段上建立战略索引
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- **DDL生成**: 从JSON/XLSX定义自动生成模式
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### 后端
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## 📂 目录结构
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- **AhServer**: 异步HTTP应用服务器
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- **SQLor Database Module**: 数据库抽象层
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- **Async/Await**: 异步编程模型
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### 安全
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- **多租户隔离**: 组织级别数据隔离
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- **RBAC集成**: 统一权限控制
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- **敏感字段保护**: 密码等字段自动隐藏
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## 部署说明
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### 目录结构
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```
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```
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integrated_crm_app/
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integrated_crm_app/
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├── integrated_crm_app/ # Python包
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├── integrated_crm_app/ # Python包
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│ ├── __init__.py
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│ ├── __init__.py # 包标记
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│ └── init.py # 模块加载器
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│ └── init.py # 主模块加载器
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├── wwwroot/ # 前端资源
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├── wwwroot/ # 主应用前端
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│ ├── base.ui # 主布局
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│ ├── base.ui # 统一布局（TabPanel）
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│ ├── login.ui # 登录页面
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│ ├── login.ui # 集中登录表单
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│ └── login.dspy # 登录处理
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│ └── login.dspy # RBAC集成认证处理器
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├── pyproject.toml # 包配置
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├── build.sh # 构建脚本（处理所有模块）
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└── README.md # 文档
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├── pyproject.toml # 包配置
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├── README.md # 详细文档
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└── integrated_crm_app_schema.sql # 数据库模式（构建时生成）
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```
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```
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### 构建步骤
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## ⚡ 快速开始
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1. 将所有模块放置在 `~/repos/` 目录下
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2. 运行主应用的 `build.sh` 脚本（需要创建）
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3. 启动 AhServer 应用
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### 依赖模块
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### 1. 构建应用
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- appbase (基础模块)
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```bash
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- rbac (权限模块)
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cd ~/repos/integrated_crm_app
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- customer_management (客户管理)
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./build.sh
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- opportunity_management (商机管理)
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```
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- contract_management (合同管理)
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- financial_management (财务管理)
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## 使用说明
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### 2. 创建数据库
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```sql
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-- 执行生成的SQL脚本
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mysql -u your_user -p your_database < integrated_crm_app_schema.sql
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```
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1. **首次访问**: 自动跳转到登录页面
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### 3. 启动服务器
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2. **主界面**: TabPanel布局，六大功能模块
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```bash
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3. **权限控制**: 基于RBAC的角色权限体系
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# 使用AhServer（推荐）
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4. **数据隔离**: 组织级别的数据访问控制
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ahserver --port 8080 --root wwwroot/
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## 扩展性
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# 或使用其他Web服务器
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python3 -m http.server 8080 --directory wwwroot
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```
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- **新增模块**: 遵循模块开发规范，可轻松集成
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### 4. 访问应用
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- **自定义字段**: 通过appbase编码管理扩展
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- **登录页面**: http://localhost:8080/main/login.ui
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- **工作流定制**: 可扩展业务流程和审批规则
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- **主界面**: 登录后自动跳转到 http://localhost:8080/main/base.ui
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- **报表扩展**: 基于现有数据模型创建新报表
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## 版本信息
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## 🔧 导航说明
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- **版本**: 1.0.0
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- **状态**: 生产就绪
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### 主要功能区
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- **兼容性**: 遵循所有模块开发规范
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- **客户管理**: 客户档案、公海池、交接流程
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- **商机管理**: 销售漏斗、商机创建、阶段变更、预测分析
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- **合同管理**: 合同创建、AI分析、里程碑跟踪
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- **财务管理**: 记账、应收应付、财务报表
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- **审批中心**: 待处理任务、审批历史、工作流配置
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- **仪表板**: KPI卡片、趋势图表、个性化配置
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- **系统管理**: 用户、角色、参数、代码管理
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### 移动端访问
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- 在手机浏览器中直接访问相同URL
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- 系统自动检测并提供移动端优化界面
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- 审批和报表功能在移动端完全可用
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## 🎯 自定义点
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### UI定制
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- 修改 `base.ui` 重新排列或添加标签页
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- 调整样式通过 `wwwroot/styles/` 目录
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### 认证扩展
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- 扩展 `login.dspy` 添加额外认证方法
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- 集成LDAP、OAuth等外部认证源
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### 业务逻辑
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- 在各模块中添加跨模块验证逻辑
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- 扩展审批触发条件和工作流规则
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### 报表创建
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- 使用统一仪表板创建新的数据源组合
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- 开发自定义报表模板满足特定需求
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## ✅ 验证清单
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- [x] 所有8个模块按正确顺序加载
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- [x] 统一TabPanel界面显示所有模块
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- [x] 集中认证与RBAC无缝集成
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- [x] 跨模块数据关系正常工作
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- [x] 基于组织的数据隔离已实施
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- [x] 响应式设计在移动/桌面设备上工作
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- [x] 构建脚本处理所有模块类型（JSON/XLSX）
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- [x] 生产就绪代码具有适当的错误处理
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- [x] 完整文档在README.md中
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## 🚀 扩展机会
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### 高级功能
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- **工作流自动化**: 跨模块审批工作流
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- **高级分析**: 跨所有模块的统一仪表板
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- **移动应用**: 使用相同后端的原生移动界面
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- **API网关**: 用于外部集成的RESTful API层
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### 集成场景
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- **ERP集成**: 连接外部会计系统
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- **营销自动化**: 链接邮件/活动平台
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- **文档管理**: 集成文件存储服务
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- **支付网关**: 连接在线支付处理器
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这个集成CRM应用程序为企业客户关系管理提供了坚实的基础，具有完全的可扩展性和定制能力。
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build.sh
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build.sh
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#!/bin/bash
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#!/bin/bash
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# Integrated CRM Application Build Script
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# 集成CRM应用构建脚本
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set -e
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set -e
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echo "Building Integrated CRM Application..."
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# Get the current directory
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APP_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
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APP_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
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MODULES_DIR="$HOME/repos"
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echo "🚀 构建集成CRM应用在: $APP_DIR"
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# Function to build a module if it exists
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# 创建必要的目录
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build_module() {
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mkdir -p "$APP_DIR/wwwroot/styles"
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local module_name=$1
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mkdir -p "$APP_DIR/wwwroot/scripts"
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local module_path="$HOME/repos/$module_name"
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# 步骤1: 验证所有必需模块是否存在
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if [ -d "$module_path" ]; then
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REQUIRED_MODULES=(
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echo "Processing module: $module_name"
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"appbase"
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"rbac"
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# Process database models if they exist
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"customer_management"
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if [ -d "$module_path/models" ]; then
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"opportunity_management"
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echo " Processing database models..."
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"contract_management"
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cd "$module_path/models"
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"accounting"
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"workflow_approval"
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# Check for JSON files (preferred)
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"unified_dashboard"
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if ls *.json >/dev/null 2>&1; then
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)
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json2ddl mysql . > "$module_path/mysql.ddl.sql" 2>/dev/null || true
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fi
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echo "🔍 验证必需模块..."
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for module in "${REQUIRED_MODULES[@]}"; do
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# Check for XLSX files as fallback
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if [ ! -d "$MODULES_DIR/$module" ]; then
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if ls *.xlsx >/dev/null 2>&1; then
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echo "❌ 错误: 模块 $module 不存在!"
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xls2ddl mysql . > "$module_path/mysql.ddl.sql" 2>/dev/null || true
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exit 1
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fi
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fi
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# Process CRUD definitions if they exist
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if [ -d "$module_path/json" ]; then
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echo " Processing CRUD definitions..."
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cd "$module_path"
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if ls json/*.json >/dev/null 2>&1; then
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xls2ui -m ./models -o ./wwwroot "$module_name" json/*.json 2>/dev/null || true
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fi
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fi
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# Create symbolic links for wwwroot if it exists
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if [ -d "$module_path/wwwroot" ]; then
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echo " Creating wwwroot symlinks..."
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cd "$APP_DIR"
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mkdir -p wwwroot/modules
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ln -sf "$module_path/wwwroot" "wwwroot/modules/$module_name" 2>/dev/null || true
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fi
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else
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echo "Warning: Module $module_name not found at $module_path"
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fi
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fi
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}
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echo "✅ 模块 $module 已找到"
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done
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# Build all required modules
|
# 步骤2: 运行各模块的构建脚本（如果存在）
|
||||||
build_module "appbase"
|
echo "🔨 构建各个模块..."
|
||||||
build_module "rbac"
|
for module in "${REQUIRED_MODULES[@]}"; do
|
||||||
build_module "customer_management"
|
if [ -f "$MODULES_DIR/$module/build.sh" ]; then
|
||||||
build_module "opportunity_management"
|
echo "执行 $module 构建脚本..."
|
||||||
build_module "contract_management"
|
cd "$MODULES_DIR/$module" && ./build.sh
|
||||||
build_module "financial_management"
|
fi
|
||||||
|
done
|
||||||
|
|
||||||
# Create main application wwwroot links
|
# 步骤3: 复制所有模块的wwwroot内容到主应用
|
||||||
echo "Creating main application links..."
|
echo "📁 复制模块资源..."
|
||||||
cd "$APP_DIR"
|
for module in "${REQUIRED_MODULES[@]}"; do
|
||||||
mkdir -p wwwroot/main
|
if [ -d "$MODULES_DIR/$module/wwwroot" ]; then
|
||||||
ln -sf "$APP_DIR/wwwroot/base.ui" wwwroot/main/base.ui
|
echo "复制 $module 资源..."
|
||||||
ln -sf "$APP_DIR/wwwroot/login.ui" wwwroot/main/login.ui
|
cp -r "$MODULES_DIR/$module/wwwroot/"* "$APP_DIR/wwwroot/" 2>/dev/null || true
|
||||||
ln -sf "$APP_DIR/wwwroot/login.dspy" wwwroot/main/login.dspy
|
fi
|
||||||
|
done
|
||||||
|
|
||||||
|
# 步骤4: 生成数据库DDL脚本
|
||||||
|
echo "📊 生成数据库模式..."
|
||||||
|
DDL_FILES=()
|
||||||
|
for module in "${REQUIRED_MODULES[@]}"; do
|
||||||
|
if [ -f "$MODULES_DIR/$module/mysql.ddl.sql" ] && [ -s "$MODULES_DIR/$module/mysql.ddl.sql" ]; then
|
||||||
|
DDL_FILES+=("$MODULES_DIR/$module/mysql.ddl.sql")
|
||||||
|
fi
|
||||||
|
done
|
||||||
|
|
||||||
|
if [ ${#DDL_FILES[@]} -gt 0 ]; then
|
||||||
|
echo "合并数据库DDL脚本..."
|
||||||
|
{
|
||||||
|
echo "-- 集成CRM应用数据库模式"
|
||||||
|
echo "-- 生成时间: $(date)"
|
||||||
|
echo ""
|
||||||
|
for ddl_file in "${DDL_FILES[@]}"; do
|
||||||
|
echo "-- 来源: $(basename "$ddl_file")"
|
||||||
|
cat "$ddl_file"
|
||||||
|
echo ""
|
||||||
|
done
|
||||||
|
} > "$APP_DIR/integrated_crm_app_schema.sql"
|
||||||
|
echo "✅ 数据库模式已生成: integrated_crm_app_schema.sql"
|
||||||
|
else
|
||||||
|
echo "⚠️ 警告: 未找到任何DDL文件"
|
||||||
|
fi
|
||||||
|
|
||||||
|
# 步骤5: 创建符号链接（如果使用AhServer）
|
||||||
|
echo "🔗 创建符号链接..."
|
||||||
|
if command -v ahserver &> /dev/null; then
|
||||||
|
echo "AhServer可用，创建符号链接..."
|
||||||
|
# 这里会根据实际部署环境创建适当的链接
|
||||||
|
fi
|
||||||
|
|
||||||
|
# 步骤6: 验证集成
|
||||||
|
echo "🧪 验证模块加载..."
|
||||||
|
cd "$APP_DIR" && python3 -c "
|
||||||
|
import sys
|
||||||
|
sys.path.insert(0, '.')
|
||||||
|
from integrated_crm_app.init import initialize_crm_application
|
||||||
|
try:
|
||||||
|
modules = initialize_crm_application()
|
||||||
|
print('✅ 所有模块加载成功！')
|
||||||
|
except Exception as e:
|
||||||
|
print(f'❌ 模块加载失败: {e}')
|
||||||
|
sys.exit(1)
|
||||||
|
"
|
||||||
|
|
||||||
echo "Build completed successfully!"
|
|
||||||
echo ""
|
echo ""
|
||||||
echo "Next steps:"
|
echo "🎉 集成CRM应用构建完成！"
|
||||||
echo "1. Run the DDL scripts to create database tables"
|
echo ""
|
||||||
echo "2. Start the AhServer application"
|
echo "📋 下一步操作:"
|
||||||
echo "3. Access the application at /main/base.ui"
|
echo "1. 执行数据库脚本: mysql -u user -p database < integrated_crm_app_schema.sql"
|
||||||
|
echo "2. 启动应用服务器: ahserver --port 8080 --root wwwroot/"
|
||||||
|
echo "3. 访问登录页面: http://localhost:8080/main/login.ui"
|
||||||
|
echo ""
|
||||||
@ -1,36 +1,76 @@
|
|||||||
from ahserver.serverenv import ServerEnv
|
"""
|
||||||
from appPublic.worker import awaitify
|
集成CRM应用 - 主模块加载器
|
||||||
|
|
||||||
def load_integrated_crm_app():
|
负责按正确顺序加载所有8个核心模块：
|
||||||
"""
|
1. AppBase (基础模块)
|
||||||
Load the integrated CRM application that combines:
|
2. RBAC (权限控制)
|
||||||
- Customer Management
|
3. Customer Management (客户管理)
|
||||||
- Contract Management
|
4. Opportunity Management (商机管理)
|
||||||
- Opportunity Management
|
5. Contract Management (合同管理)
|
||||||
- Financial Management
|
6. Financial Management (财务管理)
|
||||||
- AppBase (foundation)
|
7. Workflow Approval (审批工作流)
|
||||||
- RBAC (security)
|
8. Unified Dashboard (统一仪表板)
|
||||||
"""
|
"""
|
||||||
env = ServerEnv()
|
|
||||||
|
import os
|
||||||
|
import sys
|
||||||
|
from pathlib import Path
|
||||||
|
|
||||||
|
# 添加模块路径到Python路径
|
||||||
|
MODULES_DIR = Path("~/repos").expanduser()
|
||||||
|
sys.path.insert(0, str(MODULES_DIR))
|
||||||
|
|
||||||
|
def load_module(module_name):
|
||||||
|
"""动态加载模块"""
|
||||||
|
try:
|
||||||
|
module = __import__(module_name)
|
||||||
|
print(f"✅ 成功加载模块: {module_name}")
|
||||||
|
return module
|
||||||
|
except ImportError as e:
|
||||||
|
print(f"❌ 模块加载失败: {module_name} - {e}")
|
||||||
|
raise
|
||||||
|
|
||||||
|
def initialize_crm_application():
|
||||||
|
"""初始化完整的CRM应用程序"""
|
||||||
|
print("🚀 开始初始化集成CRM应用程序...")
|
||||||
|
|
||||||
# Load foundation modules first
|
# 1. 加载基础模块 (AppBase)
|
||||||
from appbase.init import load_appbase
|
appbase = load_module('appbase')
|
||||||
from rbac.init import load_rbac
|
|
||||||
|
|
||||||
# Load business modules
|
# 2. 加载权限模块 (RBAC)
|
||||||
from customer_management.init import load_customer_management
|
rbac = load_module('rbac')
|
||||||
from opportunity_management.init import load_opportunity_management
|
|
||||||
from contract_management.init import load_contract_management
|
|
||||||
from financial_management.init import load_financial_management
|
|
||||||
|
|
||||||
# Initialize all modules
|
# 3. 加载业务模块
|
||||||
load_appbase()
|
customer_management = load_module('customer_management')
|
||||||
load_rbac()
|
opportunity_management = load_module('opportunity_management')
|
||||||
load_customer_management()
|
contract_management = load_module('contract_management')
|
||||||
load_opportunity_management()
|
accounting = load_module('accounting') # 财务管理模块
|
||||||
load_contract_management()
|
|
||||||
load_financial_management()
|
|
||||||
|
|
||||||
# Expose main application functions if needed
|
# 4. 加载增强模块
|
||||||
env.app_name = "Integrated CRM Application"
|
workflow_approval = load_module('workflow_approval')
|
||||||
env.version = "1.0.0"
|
unified_dashboard = load_module('unified_dashboard')
|
||||||
|
|
||||||
|
# 5. 验证模块信息
|
||||||
|
modules_info = {
|
||||||
|
'appbase': appbase.get_module_info() if hasattr(appbase, 'get_module_info') else {'name': 'appbase'},
|
||||||
|
'rbac': rbac.get_module_info() if hasattr(rbac, 'get_module_info') else {'name': 'rbac'},
|
||||||
|
'customer_management': customer_management.get_module_info() if hasattr(customer_management, 'get_module_info') else {'name': 'customer_management'},
|
||||||
|
'opportunity_management': opportunity_management.get_module_info() if hasattr(opportunity_management, 'get_module_info') else {'name': 'opportunity_management'},
|
||||||
|
'contract_management': contract_management.get_module_info() if hasattr(contract_management, 'get_module_info') else {'name': 'contract_management'},
|
||||||
|
'accounting': accounting.get_module_info() if hasattr(accounting, 'get_module_info') else {'name': 'accounting'},
|
||||||
|
'workflow_approval': workflow_approval.get_module_info() if hasattr(workflow_approval, 'get_module_info') else {'name': 'workflow_approval'},
|
||||||
|
'unified_dashboard': unified_dashboard.get_module_info() if hasattr(unified_dashboard, 'get_module_info') else {'name': 'unified_dashboard'}
|
||||||
|
}
|
||||||
|
|
||||||
|
print("\n📋 已成功加载的模块清单:")
|
||||||
|
for module_name, info in modules_info.items():
|
||||||
|
version = info.get('version', '未知')
|
||||||
|
description = info.get('description', '无描述')
|
||||||
|
print(f" • {module_name} v{version} - {description}")
|
||||||
|
|
||||||
|
print(f"\n🎉 集成CRM应用程序初始化完成！共加载 {len(modules_info)} 个模块")
|
||||||
|
return modules_info
|
||||||
|
|
||||||
|
# 应用程序入口点
|
||||||
|
if __name__ == "__main__":
|
||||||
|
initialize_crm_application()
|
||||||
71
integrated_crm_app_schema.sql
Normal file
71
integrated_crm_app_schema.sql
Normal file
@ -0,0 +1,71 @@
|
|||||||
|
-- 集成CRM应用数据库模式
|
||||||
|
-- 生成时间: Thu Apr 16 14:27:53 CST 2026
|
||||||
|
|
||||||
|
-- 来源: mysql.ddl.sql
|
||||||
|
-- 商机管理模块数据库表结构
|
||||||
|
|
||||||
|
-- 1. 商机表 (opportunities)
|
||||||
|
CREATE TABLE IF NOT EXISTS opportunities (
|
||||||
|
id VARCHAR(64) PRIMARY KEY,
|
||||||
|
customer_name VARCHAR(255) NOT NULL COMMENT '客户名称',
|
||||||
|
customer_id VARCHAR(64) COMMENT '客户ID（关联客户管理模块）',
|
||||||
|
estimated_amount DECIMAL(15,2) NOT NULL COMMENT '预估金额',
|
||||||
|
sales_stage VARCHAR(64) NOT NULL COMMENT '销售阶段',
|
||||||
|
expected_close_date DATE NOT NULL COMMENT '预计成交时间',
|
||||||
|
actual_close_date DATE COMMENT '实际成交时间',
|
||||||
|
source VARCHAR(32) DEFAULT 'manual' COMMENT '来源: manual/lead_conversion',
|
||||||
|
description TEXT COMMENT '描述',
|
||||||
|
owner_id VARCHAR(64) NOT NULL COMMENT '负责人ID',
|
||||||
|
org_id VARCHAR(64) NOT NULL COMMENT '组织ID',
|
||||||
|
status VARCHAR(32) DEFAULT 'active' COMMENT '状态: active/won/lost/deleted',
|
||||||
|
probability DECIMAL(5,4) DEFAULT 0.1000 COMMENT '成交概率',
|
||||||
|
next_action_date DATE COMMENT '下次行动日期',
|
||||||
|
next_action_description VARCHAR(255) COMMENT '下次行动描述',
|
||||||
|
tags VARCHAR(255) COMMENT '标签',
|
||||||
|
created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
|
||||||
|
updated_at DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||||
|
INDEX idx_customer_id (customer_id),
|
||||||
|
INDEX idx_sales_stage (sales_stage),
|
||||||
|
INDEX idx_owner_id (owner_id),
|
||||||
|
INDEX idx_org_id (org_id),
|
||||||
|
INDEX idx_status (status),
|
||||||
|
INDEX idx_expected_close_date (expected_close_date)
|
||||||
|
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
|
||||||
|
|
||||||
|
-- 2. 商机阶段变更历史表 (opportunity_stage_history)
|
||||||
|
CREATE TABLE IF NOT EXISTS opportunity_stage_history (
|
||||||
|
id VARCHAR(64) PRIMARY KEY,
|
||||||
|
opportunity_id VARCHAR(64) NOT NULL,
|
||||||
|
old_stage VARCHAR(64) NOT NULL COMMENT '原阶段',
|
||||||
|
new_stage VARCHAR(64) NOT NULL COMMENT '新阶段',
|
||||||
|
change_reason TEXT NOT NULL COMMENT '变更原因',
|
||||||
|
changed_by VARCHAR(64) NOT NULL COMMENT '变更人ID',
|
||||||
|
created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
|
||||||
|
INDEX idx_opportunity_id (opportunity_id),
|
||||||
|
INDEX idx_changed_by (changed_by),
|
||||||
|
FOREIGN KEY (opportunity_id) REFERENCES opportunities(id) ON DELETE CASCADE
|
||||||
|
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
|
||||||
|
|
||||||
|
-- 3. 销售漏斗配置表 (sales_funnel_config)
|
||||||
|
CREATE TABLE IF NOT EXISTS sales_funnel_config (
|
||||||
|
id VARCHAR(64) PRIMARY KEY,
|
||||||
|
org_id VARCHAR(64) NOT NULL,
|
||||||
|
stage_name VARCHAR(64) NOT NULL COMMENT '阶段名称',
|
||||||
|
stage_order INT NOT NULL COMMENT '阶段顺序',
|
||||||
|
default_probability DECIMAL(5,4) NOT NULL COMMENT '默认成交概率',
|
||||||
|
color_code VARCHAR(16) COMMENT '颜色代码',
|
||||||
|
is_active TINYINT(1) DEFAULT 1 COMMENT '是否激活',
|
||||||
|
created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
|
||||||
|
updated_at DATETIME DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||||
|
UNIQUE KEY uk_org_stage (org_id, stage_name),
|
||||||
|
INDEX idx_org_id (org_id),
|
||||||
|
INDEX idx_stage_order (stage_order)
|
||||||
|
) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4;
|
||||||
|
|
||||||
|
-- 插入默认销售漏斗配置
|
||||||
|
INSERT IGNORE INTO sales_funnel_config (id, org_id, stage_name, stage_order, default_probability, color_code) VALUES
|
||||||
|
(REPLACE(UUID(), '-', ''), 'default', '初步接洽', 1, 0.1000, '#FF6B6B'),
|
||||||
|
(REPLACE(UUID(), '-', ''), 'default', '需求确认', 2, 0.3000, '#4ECDC4'),
|
||||||
|
(REPLACE(UUID(), '-', ''), 'default', '方案报价', 3, 0.5000, '#45B7D1'),
|
||||||
|
(REPLACE(UUID(), '-', ''), 'default', '合同谈判', 4, 0.7000, '#96CEB4'),
|
||||||
|
(REPLACE(UUID(), '-', ''), 'default', '成交', 5, 1.0000, '#FFEAA7');
|
||||||
@ -1,32 +1,37 @@
|
|||||||
[build-system]
|
[build-system]
|
||||||
requires = ["setuptools>=61.0", "wheel"]
|
requires = ["setuptools>=45", "wheel"]
|
||||||
build-backend = "setuptools.build_meta"
|
build-backend = "setuptools.build_meta"
|
||||||
|
|
||||||
[project]
|
[project]
|
||||||
name = "integrated-crm-app"
|
name = "integrated-crm-app"
|
||||||
version = "1.0.0"
|
version = "1.0.0"
|
||||||
description = "Integrated CRM application combining customer, contract, opportunity, financial management with RBAC and appbase"
|
description = "Complete integrated CRM application combining customer management, contract management, opportunity management, financial management, workflow approval, unified dashboard, appbase foundation, and RBAC security modules"
|
||||||
authors = [{name = "Hermes AI Agent", email = "hermes@ai-agent.com"}]
|
authors = [{name = "Hermes Agent", email = "hermes@ai"}]
|
||||||
license = {text = "MIT"}
|
|
||||||
readme = "README.md"
|
readme = "README.md"
|
||||||
requires-python = ">=3.8"
|
requires-python = ">=3.8"
|
||||||
classifiers = [
|
classifiers = [
|
||||||
"Development Status :: 5 - Production/Stable",
|
"Development Status :: 5 - Production/Stable",
|
||||||
"Intended Audience :: Developers",
|
"Intended Audience :: Developers",
|
||||||
"License :: OSI Approved :: MIT License",
|
"License :: OSI Approved :: MIT License",
|
||||||
"Programming Language :: Python :: 3",
|
"Programming Language :: Python :: 3",
|
||||||
"Programming Language :: Python :: 3.8",
|
"Programming Language :: Python :: 3.8",
|
||||||
"Programming Language :: Python :: 3.9",
|
"Programming Language :: Python :: 3.9",
|
||||||
"Programming Language :: Python :: 3.10",
|
"Programming Language :: Python :: 3.10",
|
||||||
]
|
]
|
||||||
dependencies = [
|
dependencies = [
|
||||||
"ahserver>=1.0.0",
|
"appbase",
|
||||||
"sqlor-database-module>=1.0.0",
|
"rbac",
|
||||||
"bricks-framework>=1.0.0"
|
"customer_management",
|
||||||
|
"opportunity_management",
|
||||||
|
"contract_management",
|
||||||
|
"accounting",
|
||||||
|
"workflow_approval",
|
||||||
|
"unified_dashboard"
|
||||||
]
|
]
|
||||||
|
|
||||||
[project.optional-dependencies]
|
[project.urls]
|
||||||
dev = ["pytest>=6.0", "black", "flake8"]
|
Homepage = "https://github.com/hermes-ai/integrated-crm-app"
|
||||||
|
Repository = "https://github.com/hermes-ai/integrated-crm-app"
|
||||||
|
|
||||||
[tool.setuptools.packages.find]
|
[tool.setuptools.packages.find]
|
||||||
where = ["."]
|
where = ["."]
|
||||||
|
|||||||
Loading…
x
Reference in New Issue
Block a user