From d39e4f7d839167c16425086dfa2f8747bccfdff9 Mon Sep 17 00:00:00 2001
From: gaoluyang <2820782392@qq.com>
Date: 星期四, 05 十一月 2026 17:39:01 +0800
Subject: [PATCH] feat: 打通销售采购财务闭环并完成累计业务优化
---
docs/project-business/data/modules.json | 20 ++++++++++----------
1 files changed, 10 insertions(+), 10 deletions(-)
diff --git a/docs/project-business/data/modules.json b/docs/project-business/data/modules.json
index c580fee..cf63075 100644
--- a/docs/project-business/data/modules.json
+++ b/docs/project-business/data/modules.json
@@ -11,8 +11,8 @@
{"key": "crm", "name": "閿�鍞鐞嗭紙瀹㈡埛鍏崇郴锛�", "color": "#4f9cff", "tag": "CRM", "flow": "sales",
"positioning": "閿�鍞墠绔細浠庣嚎绱㈠埌鍥炴鐨勫鎴风粡钀�",
"problem": "瀹㈡埛璧勪骇娌夋穩銆佸晢鏈鸿浆鍖栥�佸悎鍚屽鎵逛笌寮�绁ㄥ洖娆剧鎺�",
- "features": ["绾跨储杞寲瀹㈡埛", "鍏捣姹犱笌棰嗗彇涓婇檺", "鑱旂郴浜�", "鍟嗘満鑷畾涔夐樁娈�", "璺熻繘璁板綍", "鎶ヤ环鍗�(AI OCR)", "鍚堝悓(BPM瀹℃壒鈫掔敓鎴愰攢鍞鍗暵锋敮鎸丒xcel瀵煎叆)", "寮�绁�(BPM瀹℃壒路鏀寔Excel瀵煎叆路鍚屼竴鎵规暟鎹笉鍙噸澶嶅鍏�)鈫掑洖娆�(鍏堝紑绁ㄦ牎楠�)", "鍥炴璁″垝", "閿�鍞洰鏍�", "鏁版嵁鏉冮檺涓夌骇(璐熻矗浜�/鍙/璇诲啓)"],
- "objects": ["绾跨储", "瀹㈡埛", "鑱旂郴浜�", "鍟嗘満", "鎶ヤ环鍗�", "鍚堝悓", "鍙戠エ", "鍥炴", "閿�鍞洰鏍�"],
+ "features": ["绾跨储杞寲瀹㈡埛", "鍏捣姹犱笌棰嗗彇涓婇檺", "鑱旂郴浜�", "鍟嗘満鑷畾涔夐樁娈�", "璺熻繘璁板綍", "鎶ヤ环鍗�(AI OCR)", "鍚堝悓(BPM瀹℃壒鈫掔敓鎴愰攢鍞鍗暵锋敮鎸丒xcel瀵煎叆)", "寮�绁ㄧ敵璇�(缁戝畾閿�鍞鍗�+MES閿�鍞嚭搴撳崟)鈫掑鎵光啋褰曞叆鍙戠エ(鍙戠エ鍙�/鏃ユ湡/闄勪欢+鍚堝悓娆�/棰勪粯娆�/鍒拌揣娆�/楠屾敹娆�/璐ㄤ繚閲戞敹娆捐妭鐐�)", "寮�绁�(BPM瀹℃壒路鏀寔Excel瀵煎叆路鍚屼竴鎵规暟鎹笉鍙噸澶嶅鍏�)鈫掑洖娆�(鍏堝紑绁ㄦ牎楠屄锋牳閿�鏄庣粏鍙媶鍒嗗埌璁㈠崟/鍑哄簱/寮�绁�)", "鍥炴璁″垝(鏀舵鑺傜偣鍥炲啓宸插洖娆�/瀹為檯鏃堕棿/鐘舵��)", "瀹㈡埛搴旀敹瀵硅处/宸插彂璐ф湭寮�绁�/鏈牳閿�搴旀敹璐﹂緞/鏈堝害寮�绁ㄥ洖娆捐秼鍔�", "閿�鍞洰鏍�", "鏁版嵁鏉冮檺涓夌骇(璐熻矗浜�/鍙/璇诲啓)"],
+ "objects": ["绾跨储", "瀹㈡埛", "鑱旂郴浜�", "鍟嗘満", "鎶ヤ环鍗�", "鍚堝悓", "鍙戠エ", "鍥炴", "鍥炴鏍搁攢鏄庣粏", "閿�鍞洰鏍�"],
"roles": ["閿�鍞唴鍕�", "閿�鍞粡鐞�", "璐㈠姟(寮�绁ㄥ洖娆�)"],
"upstream": ["涓绘暟鎹�(鐗╂枡)"], "downstream": ["杩涢攢瀛�(閿�鍞鍗�)", "鍞悗(瀹㈡埛)", "AI(鎶ヤ环OCR)"],
"coreTables": ["crm_clue", "crm_customer", "crm_contact", "crm_business", "crm_sale_quotation", "crm_contract", "crm_invoice", "crm_receivable", "crm_receivable_plan", "crm_permission"]},
@@ -27,18 +27,18 @@
{"key": "erp", "name": "杩涢攢瀛樹笌璐㈠姟", "color": "#5fc79e", "tag": "ERP", "flow": "purchase",
"positioning": "鍟嗚锤涓庤祫閲戝崟鎹腑鏋紝鍚� MES 鍙戣捣瀹炵墿鏀跺彂",
"problem": "閲囪喘閿�鍞崟鎹鎵广�佹潵绁ㄤ粯娆炬帶鍒躲�佽鍗曟墽琛岃繘搴﹀洖鍐�",
- "features": ["閲囪喘鐢宠(BPM)鈫掕鍗�(鑷姩/鎵嬪姩鐢熸垚)", "纭鏀惰揣鈫扢ES鍒拌揣閫氱煡", "鍏ュ簱/閫�璐ф暟閲忕姸鎬佸洖鍐�", "閲囪喘鏉ョエ(閲戦鈮よ鍗�)", "浠樻鍗�(蹇呴』鍏宠仈鏉ョエ路BPM)", "渚涘簲鍟嗗線鏉�(璁㈠崟/鏉ョエ/浠樻涓夋祦姘绰峰乏鍙冲睍绀哄紑绁ㄩ噾棰�)", "閿�鍞鍗�(BPM路瀹℃壒閫氳繃鑷姩寤篗PS)", "鍑哄簱鐘舵�佸洖鍐�", "鏀舵鍗�(鍏宠仈CRM瀹㈡埛)", "缁撶畻璐︽埛", "AI鍙戠エOCR"],
+ "features": ["閲囪喘鐢宠(BPM)鈫掕鍗�(鑷姩/鎵嬪姩鐢熸垚)", "纭鏀惰揣鈫扢ES鍒拌揣閫氱煡", "鍏ュ簱/閫�璐ф暟閲忕姸鎬佸洖鍐�", "閲囪喘鏉ョエ(缁戝畾閲囪喘璁㈠崟+MES閲囪喘鍏ュ簱鍗暵峰弻灞傚墿浣欓搴︽牎楠�)", "浠樻鍗�(蹇呴』鍏宠仈鏉ョエ路BPM)", "渚涘簲鍟嗗線鏉�(璁㈠崟/鏉ョエ/浠樻涓夋祦姘绰峰乏鍙冲睍绀哄紑绁ㄩ噾棰�)", "閿�鍞鍗�(BPM路瀹℃壒閫氳繃鑷姩寤篗PS)", "鍑哄簱鐘舵�佸洖鍐�", "鏀舵鍗�(鍏宠仈CRM瀹㈡埛)", "缁撶畻璐︽埛", "AI鍙戠エOCR"],
"objects": ["閲囪喘鐢宠", "閲囪喘璁㈠崟", "閲囪喘鏉ョエ", "浠樻鍗�", "渚涘簲鍟嗗線鏉�", "閿�鍞鍗�", "鏀舵鍗�", "缁撶畻璐︽埛"],
"roles": ["閲囪喘鍛�", "閿�鍞憳", "鍑虹撼", "浼氳"],
- "upstream": ["CRM(鍚堝悓)", "SRM(璇环纭)", "涓绘暟鎹�"], "downstream": ["鐢熶骇(MPS)", "浠撳偍(鏀跺彂)"],
+ "upstream": ["CRM(鍚堝悓)", "SRM(璇环纭)", "涓绘暟鎹�"], "downstream": ["鐢熶骇(MPS)", "浠撳偍(鏀跺彂)", "璐㈠姟(鏉ョエ浠樻鍏ヨ处)"],
"coreTables": ["erp_purchase_request", "erp_purchase_order", "erp_purchase_invoice", "erp_finance_payment", "erp_sale_order", "erp_finance_receipt", "erp_account"]},
{"key": "finance", "name": "璐㈠姟绠＄悊锛堜細璁℃牳绠楋級", "color": "#3ec9a7", "tag": "FIN", "flow": "finance",
"positioning": "鐙珛鏍哥畻妯″潡锛氫細璁℃牳绠� + 璧勪骇鏍哥畻 + 璐㈠姟鎶ヨ〃鐪嬫澘锛堜笌 ERP 杩涢攢瀛樿储鍔″崟鎹垎绂伙紝yudao-module-finance锛�",
"problem": "杩涢攢瀛樺彧绠″崟鎹笉绠¤处锛岀己灏戜細璁＄鐩�/鍑瘉/璐︾翱涓庤祫浜ф姌鏃ф憡閿�娌夋穩锛屾棤娉曞嚭璐﹁〃涓庤祫浜у噣鍊�",
- "features": ["浼氳绉戠洰鏍�(绾�68鏉′竴绾х鐩瀛惵峰彲寤轰笅绾�)", "璁拌处鍑瘉(瀛楀彿鑷姩鐢熸垚路鍒嗗綍鍊熻捶骞宠 鍓嶅悗绔弻閲嶆牎楠�)", "鍑瘉鐘舵�佹満 鏈繃璐�0鈫掕繃璐�10/浣滃簾20锛屽凡杩囪处涓嶅彲鏀�", "鎬昏处鎸夋湡闂撮�愭湀姹囨��", "鏄庣粏璐﹂�愭潯鍒嗗綍骞剁粨杞綑棰�", "鍥哄畾璧勪骇+璁℃彁鎶樻棫", "鏃犲舰璧勪骇+璁℃彁鎽婇攢", "浼氳鏍哥畻鐪嬫澘(鏀舵敮/璧勪骇/鍑瘉/鏈堝害瓒嬪娍)", "闄勪欢璧扮郴缁熼檮浠朵腑蹇� recordType=fin_voucher"],
+ "features": ["浼氳绉戠洰鏍�(绾�68鏉′竴绾х鐩瀛惵峰彲寤轰笅绾�)", "璁拌处鍑瘉(瀛楀彿鑷姩鐢熸垚路鍒嗗綍鍊熻捶骞宠 鍓嶅悗绔弻閲嶆牎楠�)", "鍑瘉鐘舵�佹満 鏈繃璐�0鈫掕繃璐�10/浣滃簾20锛屽凡杩囪处涓嶅彲鏀�", "鎬昏处鎸夋湡闂撮�愭湀姹囨��", "鏄庣粏璐﹂�愭潯鍒嗗綍骞剁粨杞綑棰�", "鍥哄畾璧勪骇+璁℃彁鎶樻棫", "鏃犲舰璧勪骇+璁℃彁鎽婇攢", "浼氳鏍哥畻鐪嬫澘(鏀舵敮/璧勪骇/鍑瘉/鏈堝害瓒嬪娍)", "鍑瘉鏉ユ簮鍗曟嵁鍏宠仈(sourceType/sourceId/sourceNo锛屽彲鍥炴函寮�绁�/鍥炴/鏉ョエ/浠樻)", "鎶ヨ〃鍙栨暟鎺ュ叆CRM瀹㈡埛搴旀敹瀵硅处/宸插彂璐ф湭寮�绁�/鏈牳閿�搴旀敹璐﹂緞/鏈堝害寮�绁ㄥ洖娆捐秼鍔�", "闄勪欢璧扮郴缁熼檮浠朵腑蹇� recordType=fin_voucher"],
"objects": ["浼氳绉戠洰", "璁拌处鍑瘉", "鍑瘉鍒嗗綍", "鍥哄畾璧勪骇", "鏃犲舰璧勪骇"],
"roles": ["浼氳", "璐㈠姟涓荤", "璧勪骇浼氳", "绠＄悊灞�"],
- "upstream": ["杩涢攢瀛�(ERP 宸插鏍告敹璐�/浠樻/璐攢鍗曟嵁)"], "downstream": ["璐㈠姟鎶ヨ〃鐪嬫澘", "BI 绠＄悊椹鹃┒鑸�"],
+ "upstream": ["杩涢攢瀛�(ERP 宸插鏍告敹璐�/浠樻/璐攢鍗曟嵁)", "CRM(寮�绁�/鍥炴/鏍搁攢/瀵硅处鎶ヨ〃)"], "downstream": ["璐㈠姟鎶ヨ〃鐪嬫澘", "BI 绠＄悊椹鹃┒鑸�"],
"coreTables": ["fin_account_subject", "fin_voucher", "fin_voucher_entry", "fin_fixed_asset", "fin_intangible_asset"]},
{"key": "pro", "name": "鐢熶骇绠＄悊", "color": "#e0b34f", "tag": "MES-PRO", "flow": "production",
"positioning": "鐢熶骇鎵ц鏍稿績锛氳鍒�-宸ュ崟-浠诲姟-鎶ュ伐",
@@ -83,15 +83,15 @@
{"key": "aftersales", "name": "鍞悗鏈嶅姟", "color": "#c78bd6", "tag": "AFTER", "flow": "aftersales",
"positioning": "瀹㈡埛鍙嶉鍒伴��璐�/缁翠慨/閫�娆鹃棴鐜�",
"problem": "鍞悗宸ュ崟娴佽浆銆侀��璐т笌璐ㄦ鍏ュ簱閫�娆剧殑璺ㄧ郴缁熻仈鍔�",
- "features": ["宸ュ崟鍏��(鑽夌鈫掑鐞嗕腑鈫掑緟鍏ュ簱鈫掑緟閫�娆锯啋瀹岀粨鈫掑叧闂�)", "闂鍒ゅ畾(涓�鑸�/缁翠慨/閫�璐�)", "缁翠慨(鐜板満/杩斿巶/杩滅▼)", "閫�璐х敵璇封啋鑷姩寤� MES 閿�鍞��璐у崟", "璐ㄦ缁撹/鍏ュ簱/閫�娆句笁閲嶅洖璋�", "琛岀骇鏁版嵁鏉冮檺鍥涜鍥�"],
- "objects": ["鍞悗宸ュ崟", "缁翠慨璁板綍", "閫�璐х敵璇�"],
+ "features": ["宸ュ崟鍏��(鑽夌鈫掑鐞嗕腑鈫掑緟鍏ュ簱鈫掑緟閫�娆锯啋瀹岀粨鈫掑叧闂�)", "闂鍒ゅ畾(涓�鑸�/缁翠慨/閫�璐�)", "瀹㈡埛璇夋眰鍙嶉鎻忚堪+闄勪欢", "澶勭悊缁撴灉+闄勪欢", "宸ュ崟娴佽浆璁板綍", "缁翠慨(鐜板満/杩斿巶/杩滅▼)", "閫�璐х敱浠撳偍鐗╂祦鍙戣捣鈫扢ES 閿�鍞��璐у崟(鍘熷敭鍚庨��璐х敵璇烽〉闈㈠凡涓嬬嚎)", "璐ㄦ缁撹/鍏ュ簱/閫�娆句笁閲嶅洖璋�", "琛岀骇鏁版嵁鏉冮檺鍥涜鍥�"],
+ "objects": ["鍞悗宸ュ崟", "宸ュ崟娴佽浆璁板綍", "缁翠慨璁板綍", "閫�璐х敵璇�(鍚庡彴淇濈暀)"],
"roles": ["瀹㈡湇", "缁翠慨宸ョ▼甯�", "鍞悗绠＄悊鍛�"],
"upstream": ["CRM(瀹㈡埛)", "ERP(閿�鍞鍗�)"], "downstream": ["浠撳偍(閿�鍞��璐�)", "璐ㄩ噺(RQC)", "璐㈠姟(閫�娆�)"],
- "coreTables": ["after_sale_ticket", "after_sale_ticket_item", "after_sale_repair", "after_sale_return", "after_sale_permission"]},
+ "coreTables": ["after_sale_ticket", "after_sale_ticket_item", "after_sale_ticket_flow", "after_sale_repair", "after_sale_return", "after_sale_permission"]},
{"key": "hrm", "name": "浜哄姏璧勬簮", "color": "#9db85a", "tag": "HRM", "flow": null,
"positioning": "鍛樺伐鍏ヨ浆璋冪涓庤�冨嫟钖叕",
"problem": "浜轰簨娴佺▼瀹℃壒鍖栥�佺鑱屾暟鎹笉涓�(浜ゆ帴)銆佺畻钖嚜鍔ㄥ寲",
- "features": ["鍛樺伐妗ｆ(鍏ヨ亴鑷姩寤虹郴缁熻处鍙�)", "璇峰亣/鍔犵彮/璋冨矖/绂昏亴 BPM 瀹℃壒", "绂昏亴浜ゆ帴鏄犲皠 expandUserIds", "鑰冨嫟(绉诲姩绔垜鐨勮�冨嫟鐘舵�伮锋墦鍗÷疯鍒櫬锋帓鐝疯ˉ鍗″鎵孤锋湀搴︽眹鎬�)", "钖叕(搴斿彂-绀句繚鍏Н閲�-涓◣-璇峰亣鎵ｆ路1.5/2/3鍊嶅姞鐝垂路鍙戞斁鍙拌处)", "鍩硅璇佷功(SQL鍏堣寰呭疄鐜�)"],
+ "features": ["鍛樺伐妗ｆ(鍏ヨ亴鑷姩寤虹郴缁熻处鍙�)", "璇峰亣/鍔犵彮/璋冨矖/绂昏亴 BPM 瀹℃壒", "绂昏亴浜ゆ帴鍚屾椂杞Щ鍛樺伐ID/鐢ㄦ埛ID/涓氬姟鏁版嵁 expandUserIds", "绂昏亴鍒版湡鑷姩鎶婂憳宸ョ姸鎬佹敼涓虹鑱屽苟鍋滅敤绯荤粺璐﹀彿", "鑰冨嫟(绉诲姩绔垜鐨勮�冨嫟鐘舵�伮锋墦鍗÷疯鍒櫬锋帓鐝疯ˉ鍗″鎵孤锋湀搴︽眹鎬�)", "钖叕(搴斿彂-绀句繚鍏Н閲�-涓◣-璇峰亣鎵ｆ路1.5/2/3鍊嶅姞鐝垂路鍙戞斁鍙拌处)", "鍩硅璇佷功(SQL鍏堣寰呭疄鐜�)"],
"objects": ["鍛樺伐", "璇峰亣鍗�", "绂昏亴鐢宠", "浜ゆ帴鏄犲皠", "鑰冨嫟璁板綍", "钖叕鏍哥畻"],
"roles": ["HR", "閮ㄩ棬涓荤", "鍛樺伐鏈汉"],
"upstream": [], "downstream": ["鍚勬ā鍧�(鏁版嵁鍙鎬ф墿灞�)", "system(璐﹀彿)"],
--
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