feat: Implement initial AI-native CRM backend with dynamic entity and data management, AI agent tools, and core configurations.
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# AI-Native CRM: Agent Handoff Guide
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> [!IMPORTANT]
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> This document is for the AI Agent to quickly understand the project context, architecture, and current status during session resume.
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## 🎯 Project Vision
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An **AI-Native CRM** where business modules and data are managed through AI-driven messages and tools, rather than traditional REST parameters.
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---
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## 🏗️ Architecture Overview
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### Backend (`/backend`)
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* **Env**: JDK 19 + Spring Boot 3.2.4 + PostgreSQL.
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* **Key Logic**:
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* `CrmTools.java`: **The Message Hub**. Contains `@Tool` methods for **Define, Save, and Delete**. Directly interacts with Repositories.
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* `AgentController.java`: **Primary Entry Point**. Handles natural language commands or "Business Fact Reports".
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* **AI-Only Policy**: Create/Update/Delete endpoints have been removed from traditional controllers to force AI-driven flows.
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### Frontend (`/frontend`)
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* **Env**: Next.js 15 (App Router).
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* **Components**:
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* `DynamicForm.tsx`: Shared component supporting **Entity Associations (`x-link-entity`)**, Enums, and Format constraints.
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* `EntityDataPage` (`/data/[entityCode]`): Full CRUD UI. Actions (Edit/Delete) route through AI messages.
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---
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## 🛠️ Key File Responsibilities
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| File | Role |
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| :--- | :--- |
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| `backend/.../CrmTools.java` | **Source of Truth** for all data-changing tools. |
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| `frontend/src/components/DynamicForm.tsx` | Reusable Form Renderer (Schema + AI messaging). |
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| `frontend/src/app/data/[entityCode]/page.tsx` | Dynamic List View with Agent-driven Actions. |
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---
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## 🔄 Core Conventions
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1. **AI-First Mutation**: DO NOT create manual REST services for data mutation. Use the AI Tool interface.
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2. **Schema Extensions**:
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* Associations: `x-link-entity: 'module_code'`.
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* Constraints: `enum`, `pattern`, `format: 'date'`.
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3. **Fact-Based Messaging**: Frontend should report business facts (e.g., "User filled form X") and let the AI decide the tool to call.
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---
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## 🚀 Current Progress & Next Steps
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- [x] AI-Native CRUD implemented (Agent-driven Insert/Update/Delete).
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- [x] Entity Associations & Selectors supported.
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- [x] Unified DynamicForm for Generation & Management.
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- [ ] Next: Implement Advanced Search & Filtering via AI Query generation.
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- [ ] Next: Dashboard Analytics module for dynamic data summary.
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---
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*Updated at: 2026-03-25. Follow this guide for AI-Native CRM development.*
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# AI-Native CRM 系统开发手册
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## 🎯 系统定位 (Core Vision)
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本系统是一款 **AI-Native (原生 AI)** 的声明式 CRM。与传统 CRM 的本质区别在于：
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* **非硬编码业务逻辑**：业务模块、字段定义和 UI 呈现均由 AI 动态生成并持久化。
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* **零研发排期**：业务专家通过自然语言描述需求，即可立刻生成生产可用的功能模块。
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---
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## 🚀 核心特性 (Key Features)
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### 1. 生成式 UI (Generative UI)
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* 集成 **CopilotKit**，在前端实现 AI 对应用的深度操控。
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* 支持通过自然语言一键渲染（Render）基于 JSON Schema 的复杂表单。
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* **UniversalModuleRenderer**：万能组件渲染引擎，适配多种动态业务场景。
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### 2. 动态多租户架构
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* 后端使用 `SysEntity` (元数据) 和 `SysDynamicData` (实例数据) 支撑无限扩展。
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* 支持不同租户、不同模块的字段在运行时动态注入，无需繁琐的数据库迁移动作。
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### 3. AI 交互中枢 (AI Hub)
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* **后端驱动**：基于 **LangChain4j** 构建 Java 原生 AI 逻辑，支持 RAG 及复杂工作流。
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* **会话持久化**：原生支持 AI 会话的数据库存储，重启不丢失交互上下文。
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---
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## 📋 技术基准 (Benchmarks & Tech Stack)
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### Backend (Java Ecosystem)
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* **Runner**: OpenJDK 19
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* **Framework**: Spring Boot 3.2.4 (Latest Stable)
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* **Persistence**: Spring Data JPA + Hibernate 6.x
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* **Database**: PostgreSQL (Support JSONB for Dynamic Data)
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* **AI SDK**: LangChain4j 0.30.0
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* **Build Tool**: Maven
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### Frontend (Modern Web)
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* **Framework**: Next.js (App Router)
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* **Language**: TypeScript
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* **Styling**: Tailwind CSS + Shadcn UI (Visual Esthetics)
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* **Copilot**: CopilotKit (React SDK + Popup UI)
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* **Font**: Geist (Advanced Typography)
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---
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## 🛠 开发规范
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1. **动态性优先**：任何新功能应考虑是否可通过配置或 AI 生成，而非硬编码 Controller。
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2. **Schema 为王**：业务定义必须严格遵循 JSON Schema 标准，以保证前后端渲染的一致性。
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3. **Prompt 工程**：系统 Prompt 存储于前端 `page.tsx` 或后端专用 AI 服务类中，需定期维护。
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