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feat: 计划+实际模块增加月度总览和季度总览

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- 计划模块: 总览改名为月度总览, 新增季度总览tab(含环比)
- 实际模块: 总览改名为月度总览, 新增季度总览tab(含环比)
- 月度总览: 年度累计+1-12月14列
- 季度总览: 年度累计+Q1-Q4+Q2/Q3/Q4环比
- 修复finance.js函数嵌套导致季度总览不渲染
- 版本号 v1.0.0.27
This commit is contained in:
mac
2026-07-08 15:52:45 +08:00
parent 4edd0b0473
commit 41f4ac1b1b
3 changed files with 157 additions and 44 deletions
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71
static/modules/plan.js
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@@ -111,7 +111,7 @@ function renderPlan() {
const finHeaderBase = `<div class="flex items-center gap-2"><button onclick="setPlanView('overview')" class="px-3 py-1 rounded text-sm font-medium ${state.planView==='overview'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">总视图</button><span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">按季度：</span>${qLabels.map((q,i) => `<button onclick="setPlanQuarter(${i})" class="px-3 py-1 rounded text-sm font-medium ${state.planView==='quarterly'&&activeQ===i?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${q}</button>`).join('')}<span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">按月度：</span>${activeMonths.map(m => { const ms = `2026-${String(m).padStart(2,'0')}`; return `<button onclick="setPlanMonth('${ms}')" class="px-3 py-1 rounded text-sm font-medium ${state.planView==='monthly'&&state.planMonth===ms?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${m}月</button>`; }).join('')}</div>`;
const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openPlanModal()">新增财务项目</button>`;
const planFilterTabs = `<div class="finance-tabs" style="padding:0 0 0 0;border-bottom:1px solid #e2e8f0;margin-bottom:0;display:flex;gap:4px"><button onclick="switchPlanFilter('overview')" class="finance-tab${state.planFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600;padding:8px 16px;margin-right:0">总览</button><button onclick="switchPlanFilter('projects')" class="finance-tab${state.planFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目计划 (${pfs.length})</button><button onclick="switchPlanFilter('expense')" class="finance-tab${state.planFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用计划</button></div>`;
const planFilterTabs = `<div class="finance-tabs" style="padding:0 0 0 0;border-bottom:1px solid #e2e8f0;margin-bottom:0;display:flex;gap:4px"><button onclick="switchPlanFilter('overview')" class="finance-tab${state.planFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600;padding:8px 16px;margin-right:0">月度总览</button><button onclick="switchPlanFilter('quarterlyOverview')" class="finance-tab${state.planFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">季度总览</button><button onclick="switchPlanFilter('projects')" class="finance-tab${state.planFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目计划 (${pfs.length})</button><button onclick="switchPlanFilter('expense')" class="finance-tab${state.planFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用计划</button></div>`;
document.querySelector("#plan").innerHTML = `<div class="grid gap-4">
${planFilterTabs}
@@ -119,7 +119,7 @@ function renderPlan() {
<i data-lucide="lightbulb" class="text-blue-600 flex-shrink-0" style="width:18px;height:18px"></i>
<span class="text-sm text-blue-900"><strong>计划提醒：</strong>计划也是预算，只有真正能够列出计划的预算，才有靠谱的落地可能性</span>
</div>
${state.planFilter !== 'expense' && state.planFilter !== 'overview' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "p-4") : ''}
${state.planFilter !== 'expense' && state.planFilter !== 'overview' && state.planFilter !== 'quarterlyOverview' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "p-4") : ''}
<div id="planModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanModal()"><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="planModalTitle">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="planDeleteBtn" onclick="deletePlanItem()"><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="closePlanModal()"><i data-lucide="x"></i></button></div></div>
<div class="finance-tabs">
<button class="finance-tab active" data-tab="info" onclick="switchPlanTab('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>
@@ -240,6 +240,10 @@ function renderPlan() {
setTimeout(() => renderPlanOverview(), 10);
return `<div id="planOverview"></div>`;
}
if (state.planFilter === 'quarterlyOverview') {
setTimeout(() => renderPlanQuarterlyOverview(), 10);
return `<div id="planQuarterlyOverview"></div>`;
}
if (state.planFilter === 'expense') {
setTimeout(() => renderPlanExpense(), 10);
return `<div id="planExpenseModule"></div>`;
@@ -1028,6 +1032,69 @@ function renderPlanOverview() {
}
}
function renderPlanQuarterlyOverview() {
const { summary, financeMonthly } = state.data;
if (!summary) return;
const m = summary.metrics;
const moneyIntL = (v) => Math.round(Number(v || 0)).toLocaleString("zh-CN");
const card = (body, cls) => '<div class="card ' + (cls || 'p-4') + '">' + body + '</div>';
const fm = financeMonthly || [];
const LABELS = ['合同金额','确收金额','确收毛利','成本','项目利润','回款金额','已付','现金流'];
const qLbl = ['Q1','Q2','Q3','Q4'];
const qRanges = [[0,1,2],[3,4,5],[6,7,8],[9,10,11]];
const annualVals = [m.signed_annual||m.signed_amount||0, m.revenue_annual||0, m.gross_annual||0, m.cost_annual||0, m.profit_annual||0, m.payment_annual||0, m.paid_annual||0, m.cashflow_annual||0];
const fmFields = ['sign','revenue','gross','cost',null,'payment','paid',null];
// Calculate quarterly sums
var qData = [[0,0,0,0],[0,0,0,0],[0,0,0,0],[0,0,0,0],[0,0,0,0],[0,0,0,0],[0,0,0,0],[0,0,0,0]];
for (var qi = 0; qi < 4; qi++) {
for (var ri = 0; ri < 8; ri++) {
var sum = 0;
for (var mi = 0; mi < 3; mi++) {
var idx = qRanges[qi][mi];
if (fm[idx]) {
if (ri === 4) { sum += (fm[idx].gross||0) - (fm[idx].cost||0); }
else if (ri === 7) { sum += (fm[idx].payment||0) - (fm[idx].paid||0); }
else { var fk = fmFields[ri]; if (fk) sum += fm[idx][fk] || 0; }
}
}
qData[ri][qi] = sum;
}
}
var thead = '<tr class="border-b border-slate-200"><th class="py-2 text-left text-slate-500 whitespace-nowrap">指标</th><th class="py-2 text-right font-semibold text-slate-700 whitespace-nowrap">年度累计</th>';
thead += '<th class="py-2 text-right font-semibold text-slate-600 whitespace-nowrap">Q1</th>';
thead += '<th class="py-2 text-right font-semibold text-slate-600 whitespace-nowrap">Q2</th><th class="py-2 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
thead += '<th class="py-2 text-right font-semibold text-slate-600 whitespace-nowrap">Q3</th><th class="py-2 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
thead += '<th class="py-2 text-right font-semibold text-slate-600 whitespace-nowrap">Q4</th><th class="py-2 text-right font-semibold text-slate-400 whitespace-nowrap">环比</th>';
thead += '</tr>';
var qoq = function(cur, prev) { if (!prev) return '<span class="text-slate-300">—</span>'; var pct = Math.round((cur - prev) / prev * 100); var cls = pct >= 0 ? 'text-green-600' : 'text-red-600'; var sign = pct >= 0 ? '+' : ''; return '<span class="' + cls + '">' + sign + pct + '%</span>'; };
var tbody = '';
for (var ri = 0; ri < 8; ri++) {
var rowHtml = '<tr class="border-b border-slate-100 last:border-0"><td class="py-2 text-left font-semibold text-slate-700 whitespace-nowrap">' + LABELS[ri] + '</td>';
rowHtml += '<td class="py-2 text-right font-semibold text-slate-800 whitespace-nowrap">' + moneyIntL(annualVals[ri]) + '</td>';
for (var qi = 0; qi < 4; qi++) {
var val = qData[ri][qi];
var cls = 'text-slate-700';
if (ri === 4) cls = val >= 0 ? 'text-green-600' : 'text-red-600';
if (ri === 7) cls = val >= 0 ? 'text-green-600' : 'text-red-600';
rowHtml += '<td class="py-2 text-right text-sm whitespace-nowrap ' + cls + '">' + moneyIntL(val) + '</td>';
if (qi > 0) {
rowHtml += '<td class="py-2 text-right text-sm whitespace-nowrap">' + qoq(val, qData[ri][qi - 1]) + '</td>';
}
}
tbody += rowHtml + '</tr>';
}
document.querySelector("#planQuarterlyOverview").innerHTML = '<div class="grid gap-5">' +
card('<h3 class="text-sm font-bold text-slate-700">业务（项目）财务季度概览</h3><p class="text-xs text-slate-400 mb-3">合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流</p><div class="overflow-x-auto"><table class="w-full text-sm"><thead>' + thead + '</thead><tbody>' + tbody + '</tbody></table></div>', 'p-4') +
'</div>';
if (window.lucide) window.lucide.createIcons();
}
function renderPlanCharts(data) {
if (typeof monthLabels !== 'function') return;
const labels = monthLabels(data);