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feat: 绩效模块重构 + UI 统一样式 + 标题联动

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- 新增绩效模块(季度考核表,目标/完成/权重/评分,localStorage)
- 产品模块增加版本迭代/产品运营双Tab
- 方案模块Tab改为下划线样式
- 顶部标题随模块切换联动更新
- OPC来信弹窗恢复并采用信件样式排版
- 费用模块移入业务顶部Tab(平台费用)
- 侧边栏:项目→业务,台账→Focus,新增绩效
- 顶部品牌区增加版本号显示v1.0.0.2
This commit is contained in:
mac
2026-07-07 15:56:13 +08:00
parent c12389fb89
commit 075350a026
7 changed files with 208 additions and 29 deletions
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4
static/modules/expense.js
View File

@@ -84,7 +84,9 @@ function renderExpense() {
EXPENSE_TYPES.forEach(function(t) { modal += '<option>' + t + '</option>'; });
modal += '</select></label><label class="block"><span class="text-xs text-slate-500 mb-1 block">月份 <span class="text-red-500">*</span></span><select name="expense_month" required class="form-ctrl bg-white">' + monthOpts + '</select></label></div><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-xs text-slate-500 mb-1 block">金额（元）</span><input name="amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label><label class="block"><span class="text-xs text-slate-500 mb-1 block">已发生金额（元）</span><input name="incurred_amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label></div><label class="block"><span class="text-xs text-slate-500 mb-1 block">费用说明</span><textarea name="notes" class="form-ctrl" rows="3" placeholder="备注信息"></textarea></label><div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeExpenseModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>';
document.querySelector("#expense").innerHTML = '<div class="grid gap-4">' +
var target = document.querySelector("#financeExpense") || document.querySelector("#financeTabExpense") || document.querySelector("#expense");
if (!target) return;
target.innerHTML = '<div class="grid gap-4">' +
'<div class="card p-3"><div class="flex justify-between items-center"><div class="flex items-center gap-2">' + toolbar + '</div><button class="btn btn-primary btn-sm" onclick="openExpenseModal()">新增费用</button></div></div>' +
'<div class="grid grid-cols-3 gap-3">' +
'<div class="metric-card p-3"><span class="flex items-center gap-2 text-xs text-slate-500">费用记录</span><strong class="mt-2 block text-xl">' + filtered.length + '</strong></div>' +

8
static/modules/finance.js
View File

@@ -116,11 +116,11 @@ function renderFinance() {
const finHeaderBase = `<span class="text-xs text-slate-500">视图：</span><select onchange="setFinView(this.value)" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="overview" ${state.finView==='overview'?'selected':''}>总视图</option><option value="quarterly" ${state.finView==='quarterly'?'selected':''}>季度视图</option><option value="monthly" ${state.finView==='monthly'?'selected':''}>月度视图</option></select>${toolDateSelect}`;
const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openFinanceModal()">新增财务项目</button>`;
const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('已签约')" class="finance-tab${state.finFilter==='已签约'?' active':''}" style="font-size:14px;font-weight:600">已签约 (${pfs.filter(x=>x.status==='已签约').length})</button><button onclick="switchFinFilter('待签约')" class="finance-tab${state.finFilter==='待签约'?' active':''}" style="font-size:14px;font-weight:600">待签约 (${pfs.filter(x=>x.status==='待签约').length})</button></div>`;
const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('已签约')" class="finance-tab${state.finFilter==='已签约'?' active':''}" style="font-size:14px;font-weight:600">已签约 (${pfs.filter(x=>x.status==='已签约').length})</button><button onclick="switchFinFilter('待签约')" class="finance-tab${state.finFilter==='待签约'?' active':''}" style="font-size:14px;font-weight:600">待签约 (${pfs.filter(x=>x.status==='待签约').length})</button><button onclick="switchFinFilter('expense')" class="finance-tab${state.finFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用</button></div>`;
document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
${finFilterTabs}
${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "p-4")}
${state.finFilter !== 'expense' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "p-4") : ''}
<div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
<div class="finance-tabs">
<button class="finance-tab active" data-tab="info" onclick="switchFinanceTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
@@ -237,6 +237,10 @@ function renderFinance() {
</div>
</div><div class="flex justify-end gap-3 pt-2 finance-form-actions"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
${(() => {
if (state.finFilter === 'expense') {
setTimeout(() => renderExpense(), 10);
return `<div id="financeExpense"></div>`;
}
const isUnsigned = state.finFilter === '待签约';
const METRIC_CARDS = [
{ label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },

124
static/modules/performance.js Normal file
View File

@@ -0,0 +1,124 @@
// performance.js — 绩效模块
window.renderPerformance = () => {
const data = state.data;
if (!data) return;
if (state.perfQuarter === undefined) state.perfQuarter = Math.floor(new Date().getMonth() / 3);
const q = state.perfQuarter;
const qLabel = ['Q1 (1-3月)', 'Q2 (4-6月)', 'Q3 (7-9月)', 'Q4 (10-12月)'];
const qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
const qRange = qRanges[q];
const storageKey = 'opc-performance-Q' + (q + 1);
const pfs = (data.projectFinances || []).filter(p => p.status === '已签约');
const sumQ = (field) => {
let total = 0;
pfs.forEach(p => {
try { JSON.parse(p.budget_data || '[]').forEach(b => { const m = parseInt((b.month || '').substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(b[field] || 0); }); } catch (e) {}
});
return Math.round(total);
};
const signTotal = Math.round(pfs.filter(x => { const m = parseInt((x.sign_month || '0').substring(5)) || 0; return qRange.includes(m); }).reduce((a, p) => a + (p.sign_amount || 0), 0));
const revTotal = sumQ('rev');
const grossTotal = sumQ('gross');
const paymentTotal = sumQ('payment');
const rows = [
{ key: 'sign', label: '签约', complete: signTotal, icon: 'file-text', defWeight: 10 },
{ key: 'rev', label: '收入', complete: revTotal, icon: 'dollar-sign', defWeight: 20 },
{ key: 'gross', label: '毛利', complete: grossTotal, icon: 'trending-up', defWeight: 50 },
{ key: 'payment', label: '回款', complete: paymentTotal, icon: 'coins', defWeight: 20 },
];
const saved = JSON.parse(localStorage.getItem(storageKey) || '{}');
function val(key, field, def) {
const r = saved[key] || {};
return r[field] !== undefined && r[field] !== '' ? Number(r[field]) : def;
}
function moneyWan(v) {
if (v >= 10000) return (v / 10000).toFixed(1) + '万';
return v.toLocaleString();
}
let totalScore = 0;
const tableRows = rows.map(r => {
const targetWan = val(r.key, 'targetWan', 0);
const target = Math.round(targetWan * 10000);
const weight = val(r.key, 'weight', r.defWeight);
const score = target > 0 ? Math.round((r.complete / target) * weight * 10) / 10 : 0;
totalScore += score;
return `<tr class="border-b border-slate-100">
<td class="p-3 align-middle text-left font-medium text-slate-700"><i data-lucide="${r.icon}" style="width:16px;height:16px;display:inline-block;vertical-align:-3px;margin-right:6px" class="text-blue-500"></i>${r.label}</td>
<td class="p-3 align-middle text-center">
<div class="inline-flex items-center gap-1">
<input type="number" step="0.1" min="0" value="${targetWan.toFixed(1)}" class="perf-target form-ctrl form-ctrl-sm w-20 text-center" style="appearance:none;-webkit-appearance:none" data-key="${r.key}" onchange="updatePerfScore('${r.key}','targetWan',this.value)">
<span class="text-xs text-slate-400">万</span>
</div>
</td>
<td class="p-3 align-middle text-center text-slate-700 font-mono text-sm">${moneyWan(r.complete)}</td>
<td class="p-3 align-middle text-center">
<div class="inline-flex justify-center">
<input type="number" step="0.1" min="0" max="100" value="${weight}" class="perf-weight form-ctrl form-ctrl-sm w-16 text-center" style="appearance:none;-webkit-appearance:none" data-key="${r.key}" onchange="updatePerfScore('${r.key}','weight',this.value)">
</div>
</td>
<td class="p-3 align-middle text-center font-semibold text-blue-700 text-sm">${score.toFixed(1)}</td>
</tr>`;
}).join('');
const quarterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0">` + qLabel.map((l, i) => {
return `<button onclick="switchPerfQuarter(${i})" class="finance-tab${i === q ? ' active' : ''}" style="font-size:14px;font-weight:600">${l}</button>`;
}).join('') + `</div>`;
document.querySelector("#performance").innerHTML = `
<style>
.perf-target::-webkit-outer-spin-button,
.perf-target::-webkit-inner-spin-button,
.perf-weight::-webkit-outer-spin-button,
.perf-weight::-webkit-inner-spin-button { -webkit-appearance: none; margin: 0; }
.perf-target, .perf-weight { -moz-appearance: textfield; }
</style>
<div class="grid gap-4">
${quarterTabs}
<section class="card p-4">
<table class="w-full text-sm">
<thead><tr class="bg-slate-50 border-b border-slate-200">
<th class="p-3 text-left font-semibold text-slate-500">指标</th>
<th class="p-3 text-center font-semibold text-slate-500">目标（万）</th>
<th class="p-3 text-center font-semibold text-slate-500">完成情况</th>
<th class="p-3 text-center font-semibold text-slate-500">权重</th>
<th class="p-3 text-center font-semibold text-slate-500">评分</th>
</tr></thead>
<tbody>${tableRows}</tbody>
<tfoot><tr class="border-t-2 border-slate-200 bg-slate-50 font-semibold">
<td class="p-3 text-left text-slate-700">合计</td>
<td class="p-3 text-center text-slate-500">—</td>
<td class="p-3 text-center text-slate-500">—</td>
<td class="p-3 text-center text-slate-700">100</td>
<td class="p-3 text-center text-blue-700 text-base">${totalScore.toFixed(1)}</td>
</tr></tfoot>
</table>
</section>
</div>`;
if (window.lucide) window.lucide.createIcons();
};
window.switchPerfQuarter = (q) => {
state.perfQuarter = q;
renderPerformance();
};
window.updatePerfScore = (key, field, value) => {
const q = state.perfQuarter || 0;
const storageKey = 'opc-performance-Q' + (q + 1);
const saved = JSON.parse(localStorage.getItem(storageKey) || '{}');
saved[key] = saved[key] || {};
saved[key][field] = value;
localStorage.setItem(storageKey, JSON.stringify(saved));
renderPerformance();
};

11
static/modules/products.js
View File

@@ -187,8 +187,13 @@ function renderProducts() {
return productSort.dir > 0 ? '<i data-lucide="chevron-up" style="width:12px;height:12px"></i>' : '<i data-lucide="chevron-down" style="width:12px;height:12px"></i>';
};
const sortTh = (f, label, extra='') => `<th class="px-3 py-2.5 font-semibold align-middle whitespace-nowrap cursor-pointer hover:text-blue-600 select-none" onclick="sortProducts('${f}')"><span class="inline-flex items-center gap-1">${label}${sortIcon(f)}</span>${extra}</th>`;
const tab = state.productTab || 'version';
const tabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0"><button onclick="switchProductTab('version')" class="finance-tab${tab==='version'?' active':''}" style="font-size:14px;font-weight:600">版本迭代</button><button onclick="switchProductTab('ops')" class="finance-tab${tab==='ops'?' active':''}" style="font-size:14px;font-weight:600">产品运营</button></div>`;
document.querySelector("#products").innerHTML = `
<div class="grid gap-4">
${tabs}
${tab === 'version' ? `
<div class="flex justify-end">
<button class="btn btn-primary btn-sm" onclick="openProductDrawer()"><i data-lucide="plus"></i>新增产品版本</button>
</div>
@@ -230,6 +235,7 @@ function renderProducts() {
</div>
</div>
<aside id="productDrawer" class="task-drawer"></aside>
` : `<section class="card p-6 max-w-4xl"><p class="text-slate-700 leading-relaxed mb-4"><strong>和内部联动，真正快速做实交付很重要</strong></p><ol class="list-decimal list-inside space-y-3 text-slate-600 leading-relaxed"><li>门店的大屏幕，要上，一个视频拍摄出来，然后在几百家门店同步轮巡播放，还是很震撼的</li><li>拍摄的内容，按病种整理成不同的专区，然后以 H5 或者小程序的形式，在门店科普教育，患者群，企业微信推送下去</li><li>同理，在保险的理赔环节，报案环节推送下去，而不是只是挂一个 H5 的专区</li><li>和门店、医生联动，把患者群都建立起来，把群的数量建起来</li><li>用源泉把患者的档案都建立起来，真正的有档案沉淀，AI 推送沉淀</li><li>用 AI + 人工，把随访量也都弄起来</li><li>对应的运营活动，还有排行版，在有一定量以后，要逐步的做起来，包括科普的排行版，科普的明星医生等等</li></ol><hr class="my-6 border-slate-200"><p class="text-slate-700 font-semibold leading-relaxed">要形成一份专门的报告，真正的证明我们科普和患者管理的价值</p></section>`}
`;
if (window.lucide) window.lucide.createIcons();
}
@@ -342,3 +348,8 @@ window.cyclePriority = async (id) => {
renderProducts();
} catch (e) { toast("更新失败：" + e.message, "error"); }
};
window.switchProductTab = (v) => {
state.productTab = v;
renderProducts();
};

10
static/modules/proposals.js
View File

@@ -47,13 +47,11 @@ function renderProposals() {
const isStandard = state.proposalTab === "standard";
document.querySelector("#proposals").innerHTML = `<div class="grid gap-4">
<div class="flex items-center justify-between">
<div class="flex gap-1" id="proposalTabToggle">
<button class="btn btn-sm ${isStandard ? 'btn-primary' : 'btn-ghost'}" onclick="switchProposalTab('standard')">标准资料库</button>
<button class="btn btn-sm ${!isStandard ? 'btn-primary' : 'btn-ghost'}" onclick="switchProposalTab('other')">其他资料</button>
</div>
${!isStandard ? `<button class="btn btn-primary btn-sm" onclick="openProposalModal()"><i data-lucide="plus"></i>新增方案</button>` : ''}
<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0">
<button class="finance-tab${isStandard ? ' active' : ''}" style="font-size:14px;font-weight:600" onclick="switchProposalTab('standard')">标准资料库</button>
<button class="finance-tab${!isStandard ? ' active' : ''}" style="font-size:14px;font-weight:600" onclick="switchProposalTab('other')">其他资料</button>
</div>
<div class="flex justify-end">${!isStandard ? `<button class="btn btn-primary btn-sm" onclick="openProposalModal()"><i data-lucide="plus"></i>新增方案</button>` : ''}</div>
${isStandard ? `<div class="flex items-start gap-2 rounded-lg bg-blue-50 border border-blue-100 px-4 py-3 text-sm text-blue-700"><i data-lucide="info" style="width:16px;height:16px;flex-shrink:0;margin-top:1px"></i><span>这是每一条 OPC 线，必须要梳理清楚的 7 份资料，项目不可以删除，只可以更新附件，请大家将最新的材料上传</span></div>` : `<div class="flex items-start gap-2 rounded-lg bg-emerald-50 border border-emerald-100 px-4 py-3 text-sm text-emerald-700"><i data-lucide="lightbulb" style="width:16px;height:16px;flex-shrink:0;margin-top:1px"></i><span>在这里新建，并且上传您希望与团队其他成员共享的资料</span></div>`}
${isStandard ? renderStandardTable(standardItems) : renderOtherTable(otherItems)}
</div>

11
static/modules/utils.js
View File

@@ -130,6 +130,12 @@ function switchTab(tab) {
localStorage.setItem("opc-active-tab", tab);
document.querySelectorAll(".sidebar-tab").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === tab));
document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === tab));
// 更新顶部标题
const titles = { home: 'OPC 工作台', finance: '业务管理', projects: '重点工作台账', proposals: '业务方案', products: '版本与运营', performance: '季度绩效考核' };
const titleEl = document.querySelector('#workspaceTitle');
if (titleEl) titleEl.textContent = titles[tab] || state.tenant + ' OPC 工作台';
render();
}
@@ -151,9 +157,8 @@ function render() {
renderProjects();
renderProposals();
renderProducts();
renderOperations();
renderPerformance();
renderFinance();
renderExpense();
if (window.lucide) window.lucide.createIcons();
}
@@ -164,7 +169,7 @@ function renderActive() {
else if (tab === "projects") renderProjects();
else if (tab === "proposals") renderProposals();
else if (tab === "products") renderProducts();
else if (tab === "operations") renderOperations();
else if (tab === "performance") renderPerformance();
else if (tab === "finance") renderFinance();
if (window.lucide) window.lucide.createIcons();
}