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feat: 首页财务概览重构 — 5卡片合并为表格 + 费用列 + 环比列

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- 5张独立财务卡片合并为一张表格(行=时间维度,列=6项指标)
- 新增费用列(数据源expense_records,单/多租户路径均支持)
- 每列增加环比列(季度累计行=季度环比,本月新增行=月度环比)
- 环比:正值绿+xx%,负值红-xx%
- 后端新增expense_annual/q2/month/prev_q/prev_month指标
This commit is contained in:
mac
2026-07-06 18:20:34 +08:00
parent 7ab0c71b54
commit 340f8bd88c
2 changed files with 81 additions and 20 deletions
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62
static/modules/home.js
View File

@@ -39,24 +39,48 @@ function renderHome() {
["上季度累计", moneyInt(m.cost_prev_q || 0)],
["上月累计", moneyInt(m.cost_prev_month || 0)],
];
let _cardId = 0;
const tblCard = (title, rows) => {
const id = 'finCard' + (++_cardId);
const visible = rows.slice(0, 3);
const extra = rows.slice(3);
const rowHtml = (r) => r.map(([label, value]) => `<tr class="border-b border-slate-100 last:border-0"><td class="py-2 pr-4 text-slate-500">${label}</td><td class="py-2 text-right font-semibold text-slate-800">${value}</td></tr>`).join("");
return card(`<h3 class="text-sm font-bold text-slate-700 mb-3">${title}</h3><table class="w-full text-sm"><tbody>${rowHtml(visible)}</tbody></table><table class="w-full text-sm hidden" id="${id}"><tbody>${rowHtml(extra)}</tbody></table><button class="w-full text-center py-1 text-xs text-slate-400 hover:text-slate-600" onclick="toggleFinCard('${id}')" id="${id}_btn"><i data-lucide="chevron-down" style="width:14px;height:14px;display:inline"></i></button>`, "p-4");
};
window.toggleFinCard = (id) => {
const t = document.getElementById(id);
if (!t) return;
t.classList.toggle("hidden");
const btn = document.getElementById(id + "_btn");
btn.innerHTML = t.classList.contains("hidden")
? '<i data-lucide="chevron-down" style="width:14px;height:14px;display:inline"></i>'
: '<i data-lucide="chevron-up" style="width:14px;height:14px;display:inline"></i>';
if (window.lucide) window.lucide.createIcons();
};
const rows6 = [
["年度累计", moneyInt(m.expense_annual || 0)],
["季度累计", moneyInt(m.expense_q2 || 0)],
["本月新增", moneyInt(m.expense_month || 0)],
["上季度累计", moneyInt(m.expense_prev_q || 0)],
["上月累计", moneyInt(m.expense_prev_month || 0)],
];
const qoq = (cur, prev) => {
if (!prev) return '<span class="text-slate-300">—</span>';
const pct = Math.round((cur - prev) / prev * 100);
const cls = pct >= 0 ? 'text-green-600' : 'text-red-600';
const sign = pct >= 0 ? '+' : '';
return '<span class="' + cls + '">' + sign + pct + '%</span>';
};
const COLORS = ['text-slate-700','text-blue-600','text-green-600','text-amber-600','text-rose-600','text-orange-600'];
const LABELS = ['合同金额','确收金额','确收毛利','回款金额','应付金额','费用'];
const ALL_ROWS = [rows1, rows2, rows3, rows4, rows5, rows6];
// 季度环比：Q 值 vs prev_Q 值；月度环比：month 值 vs prev_month 值
const Q_FIELDS = [m.signed_q2||0, m.revenue_q2, m.gross_q2, m.payment_q2||0, m.cost_q2||0, m.expense_q2||0];
const Q_PREV = [m.signed_prev_q||0, m.revenue_prev_q||0, m.gross_prev_q||0, m.payment_prev_q||0, m.cost_prev_q||0, m.expense_prev_q||0];
const M_FIELDS = [m.signed_month||0, m.monthly_revenue, m.monthly_net_profit, m.payment_month||0, m.cost_month||0, m.expense_month||0];
const M_PREV = [m.signed_prev_month||0, m.revenue_prev_month||0, m.gross_prev_month||0, m.payment_prev_month||0, m.cost_prev_month||0, m.expense_prev_month||0];
var thead = '<tr class="border-b border-slate-200"><th class="py-2 text-left text-slate-500"></th>';
for (var ci = 0; ci < 6; ci++) {
thead += '<th class="py-2 text-right font-semibold ' + COLORS[ci] + '">' + LABELS[ci] + '</th><th class="py-2 text-right font-semibold text-slate-400" style="font-size:11px">环比</th>';
}
thead += '</tr>';
var tbody = '';
for (var ri = 0; ri < 5; ri++) {
var rowLabel = rows1[ri][0];
var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-2 text-slate-500">' + rowLabel + '</td>';
for (var ci = 0; ci < 6; ci++) {
rowHtml += '<td class="py-2 text-right font-semibold text-slate-800">' + ALL_ROWS[ci][ri][1] + '</td>';
var momHtml = '';
if (ri === 1) momHtml = qoq(Q_FIELDS[ci], Q_PREV[ci]); // 季度累计行：季度环比
else if (ri === 2) momHtml = qoq(M_FIELDS[ci], M_PREV[ci]); // 本月新增行：月度环比
else momHtml = '<span class="text-slate-300">—</span>';
rowHtml += '<td class="py-2 text-right" style="font-size:12px">' + momHtml + '</td>';
}
rowHtml += '</tr>';
tbody += rowHtml;
}
document.querySelector("#home").innerHTML = `
<div class="grid gap-5">
${state.tenant === "总工作台" ? "" : `<div class="grid grid-cols-4 gap-3">
@@ -67,7 +91,7 @@ window.toggleFinCard = (id) => {
["产品迭代", m.upcoming_products, "products"],
].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
</div>`}
<div class="grid grid-cols-5 gap-5">${tblCard("合同金额", rows1)}${tblCard("确收金额", rows2)}${tblCard("确收毛利", rows3)}${tblCard("回款金额", rows4)}${tblCard("应付金额", rows5)}</div>
${card(`<h3 class="text-sm font-bold text-slate-700 mb-3">财务概览</h3><div class="overflow-x-auto"><table class="w-full text-sm"><thead>${thead}</thead><tbody>${tbody}</tbody></table></div>`, "p-4")}
<div class="grid grid-cols-3 gap-5">
${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartSign"></canvas></div>`, "p-4")}
${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartRev"></canvas></div>`, "p-4")}