commit 8dc69f8bd6ae19fbbaa6baa795f14f0d70dbe603 Author: mac Date: Sat May 30 00:08:28 2026 +0800 feat: OPC 工作台 — 科普（慰心斋）单项目管理系统 Flask + Tailwind CSS + Trix + Chart.js + Lucide Icons + SQLite - 首页概览：关键指标卡片、财务趋势图、风险提醒、近期动态 - 销售管理：客户表格 + 抽屉详情（自动保存 + 评论） - 业务方案：版本表格 + 抽屉（文件上传/预览/删除 + 评论） - 运营管理：项目表格（业务机会/执行项目分类）+ 抽屉 - 产品研发：版本表格 + 抽屉 - 财务管理：月度收入/毛利/成本/净利曲线图 + 明细表 - 所有抽屉：Plane 风格紧凑布局、字段失焦自动保存、Trix 富文本评论框、点击遮罩关闭 diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..65ffd74 --- /dev/null +++ b/.gitignore @@ -0,0 +1,7 @@ +.venv/ +frontend/node_modules/ +frontend/dist/ +data/uploads/ +*.pyc +__pycache__/ +.DS_Store diff --git a/README.md b/README.md new file mode 100644 index 0000000..759acab --- /dev/null +++ b/README.md @@ -0,0 +1,55 @@ +# OPC Manager + +科普（慰心斋）OPC 工作台首版实现。 + +## 技术栈 + +- App: Flask + Jinja2 +- Styling: Tailwind CSS CDN + small local CSS +- Icons: Lucide browser CDN +- Charts: Chart.js CDN +- Interactions: 原生 JavaScript +- Database: SQLite, `data/opc.sqlite` +- Files: local filesystem, `data/uploads/` + +## 项目结构 + +- `backend/flask_app.py`: Flask 主应用 +- `templates/index.html`: Jinja2 页面模板 +- `static/styles.css`: 少量自定义样式 +- `static/app.js`: 原生 JS 页面交互 +- `data/`: SQLite 数据库和上传文件 +- `docs/design-system-summary.md`: ui-ux-pro-max-skill 设计系统摘要 +- `docs/frontend-design-checklist.md`: frontend-design 页面级落地清单 +- `frontend/`: React/Vite 历史草稿，不作为当前运行入口 + +## 运行 + +```bash +cd /Users/mac/天机阁/法阁/藏经阁/OPC-Manager +python3 -m venv .venv +. .venv/bin/activate +pip install -r backend/requirements.txt +python backend/flask_app.py +``` + +打开： + +```text +http://127.0.0.1:5177 +``` + +健康检查： + +```bash +curl http://127.0.0.1:5177/api/health +``` + +## 已接入种子数据 + +- 销售：慰心斋客户分层中的 5 个客户 +- 业务方案：信达生物 v1.5 方案、成本、SOP、财务流程文件索引 +- 运营：圆心科技文章/视频/专访项目与运营文件索引 +- 产品：慰心斋产品路线图中的 5 个产品版本 +- 财务：首版财务样例和原财务 manager 合并方向 + diff --git a/VERSION_LOG.md b/VERSION_LOG.md new file mode 100644 index 0000000..5912f8d --- /dev/null +++ b/VERSION_LOG.md @@ -0,0 +1,18 @@ +# OPC Manager Version Log + +## opc-manager-v0.1.0 - 2026-05-30 + +- Deployed the Flask/Jinja OPC workbench to the business server. +- Runtime path: `/opt/opc-manager`. +- Runtime service: `opc-manager.service` managed by systemd. +- Runtime command: `gunicorn -w 2 -b 127.0.0.1:5177 backend.flask_app:app`. +- Public URL: `https://opc.yxcowork.vip`. +- Health check: `https://opc.yxcowork.vip/api/health`. +- Database path: `/opt/opc-manager/data/opc.sqlite`. +- Caddy route: `opc.yxcowork.vip -> localhost:5177`. + +Deployment rule from this version onward: + +- Every deployment must be committed to Git. +- Every deployment must create a corresponding Git tag. +- Every deployment must update this version log. diff --git a/backend/app/__init__.py b/backend/app/__init__.py new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/backend/app/__init__.py @@ -0,0 +1 @@ + diff --git a/backend/app/main.py b/backend/app/main.py new file mode 100644 index 0000000..00748e4 --- /dev/null +++ b/backend/app/main.py @@ -0,0 +1,553 @@ +from datetime import date, datetime +from pathlib import Path +import shutil +import sqlite3 +from typing import Any, Dict, List, Optional + +from fastapi import FastAPI, File, Form, HTTPException, UploadFile +from fastapi.middleware.cors import CORSMiddleware +from fastapi.responses import FileResponse +from pydantic import BaseModel +from sqlalchemy import Column, DateTime, Float, Integer, String, Text, create_engine, select +from sqlalchemy.orm import Session, declarative_base, sessionmaker + + +ROOT = Path(__file__).resolve().parents[2] +DATA_DIR = ROOT / "data" +UPLOAD_DIR = DATA_DIR / "uploads" +DB_PATH = DATA_DIR / "opc.sqlite" +WEIXIN_BASE = Path("/Users/mac/天机阁/地阁/慰心斋") +OLD_FINANCE_DB = WEIXIN_BASE / "5、财务管理/mananger/data/finance.sqlite" + +DATA_DIR.mkdir(parents=True, exist_ok=True) +UPLOAD_DIR.mkdir(parents=True, exist_ok=True) + +engine = create_engine(f"sqlite:///{DB_PATH}", connect_args={"check_same_thread": False}) +SessionLocal = sessionmaker(bind=engine, autoflush=False, autocommit=False) +Base = declarative_base() + + +def now() -> datetime: + return datetime.utcnow() + + +class TimestampMixin: + created_at = Column(DateTime, default=now) + updated_at = Column(DateTime, default=now, onupdate=now) + + +class SalesLead(Base, TimestampMixin): + __tablename__ = "sales_leads" + id = Column(Integer, primary_key=True) + target_customer = Column(String, nullable=False) + priority = Column(String, default="P1") + status = Column(String, default="待跟进") + + +class FollowUpRecord(Base, TimestampMixin): + __tablename__ = "follow_up_records" + id = Column(Integer, primary_key=True) + target_type = Column(String, nullable=False) + target_id = Column(Integer, nullable=False) + followed_at = Column(String, default=lambda: date.today().isoformat()) + follower = Column(String, default="慰心") + follow_up_method = Column(String, default="记录") + content = Column(Text, default="") + next_action = Column(Text, default="") + next_follow_up_at = Column(String, default="") + + +class BusinessProposal(Base, TimestampMixin): + __tablename__ = "business_proposals" + id = Column(Integer, primary_key=True) + customer_or_project_name = Column(String, nullable=False) + version = Column(String, nullable=False) + description = Column(Text, default="") + status = Column(String, default="草稿") + created_date = Column(String, default=lambda: date.today().isoformat()) + + +class OperationProject(Base, TimestampMixin): + __tablename__ = "operation_projects" + id = Column(Integer, primary_key=True) + project_name = Column(String, nullable=False) + project_version = Column(String, default="v1.0") + project_type = Column(String, default="opportunity") + project_status = Column(String, default="线索发现") + current_stage = Column(String, default="") + owner = Column(String, default="慰心") + start_date = Column(String, default="") + end_date = Column(String, default="") + target_customer = Column(String, default="") + customer_need = Column(Text, default="") + expected_contract_amount = Column(Float, default=0) + expected_sign_date = Column(String, default="") + sign_probability = Column(Float, default=0) + next_action = Column(Text, default="") + related_business_proposal_id = Column(Integer, nullable=True) + sop_file_id = Column(Integer, nullable=True) + sop_stage = Column(String, default="") + execution_progress = Column(Float, default=0) + current_deliverable = Column(Text, default="") + risks = Column(Text, default="") + notes = Column(Text, default="") + + +class ProductVersion(Base, TimestampMixin): + __tablename__ = "product_versions" + id = Column(Integer, primary_key=True) + product_name = Column(String, nullable=False) + version = Column(String, nullable=False) + version_goal = Column(Text, default="") + feature_list = Column(Text, default="") + launch_date = Column(String, default="") + status = Column(String, default="规划中") + notes = Column(Text, default="") + + +class FinanceRecord(Base, TimestampMixin): + __tablename__ = "finance_records" + id = Column(Integer, primary_key=True) + month = Column(String, nullable=False) + project_name = Column(String, default="科普（慰心斋）") + record_type = Column(String, nullable=False) + category = Column(String, default="") + amount = Column(Float, default=0) + occurred_date = Column(String, default="") + notes = Column(Text, default="") + + +class FileAsset(Base, TimestampMixin): + __tablename__ = "file_assets" + id = Column(Integer, primary_key=True) + module = Column(String, nullable=False) + owner_id = Column(Integer, nullable=False) + owner_version = Column(String, default="") + file_category = Column(String, default="") + file_name = Column(String, nullable=False) + file_type = Column(String, default="") + file_size = Column(Integer, default=0) + file_path = Column(String, nullable=False) + is_external = Column(Integer, default=0) + notes = Column(Text, default="") + + +Base.metadata.create_all(bind=engine) + + +def to_dict(row: Any) -> Dict[str, Any]: + data = {c.name: getattr(row, c.name) for c in row.__table__.columns} + for key in ("created_at", "updated_at"): + if data.get(key): + data[key] = data[key].isoformat() + return data + + +def latest_followup(db: Session, target_type: str, target_id: int) -> str: + row = db.execute( + select(FollowUpRecord) + .where(FollowUpRecord.target_type == target_type, FollowUpRecord.target_id == target_id) + .order_by(FollowUpRecord.followed_at.desc(), FollowUpRecord.id.desc()) + ).scalar_one_or_none() + return row.content if row else "" + + +def list_files(db: Session, module: str, owner_id: int) -> List[Dict[str, Any]]: + rows = db.execute( + select(FileAsset).where(FileAsset.module == module, FileAsset.owner_id == owner_id).order_by(FileAsset.id.desc()) + ).scalars() + return [to_dict(x) for x in rows] + + +def create_file_asset(db: Session, module: str, owner_id: int, category: str, path: Path, version: str = "", external: bool = True): + if not path.exists(): + return + asset = FileAsset( + module=module, + owner_id=owner_id, + owner_version=version, + file_category=category, + file_name=path.name, + file_type=path.suffix.lower().lstrip("."), + file_size=path.stat().st_size, + file_path=str(path), + is_external=1 if external else 0, + ) + db.add(asset) + + +def seed_data() -> None: + db = SessionLocal() + try: + if db.query(SalesLead).count() > 0: + return + + sales_rows = [ + ("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架，需推进高层沟通。"), + ("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育机会，准备方案。"), + ("信达生物", "P0", "已签约", "现有科普项目升级/续约，重点保障执行。"), + ("三生制药", "P1", "待跟进", "多科室医生教育+患者科普机会。"), + ("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会。"), + ] + for name, priority, status, note in sales_rows: + lead = SalesLead(target_customer=name, priority=priority, status=status) + db.add(lead) + db.flush() + db.add(FollowUpRecord(target_type="sales", target_id=lead.id, content=note, next_action="明确下一次沟通人和时间")) + + proposal = BusinessProposal( + customer_or_project_name="信达生物", + version="v1.5", + description="信达科普项目续约与报价方案", + status="已提交客户", + created_date="2026-05-28", + ) + db.add(proposal) + db.flush() + proposal_dir = WEIXIN_BASE / "2、业务方案/信达/v1.5" + for category, names in { + "方案": ["整体方案.pptx", "整体方案.pdf"], + "成本": ["业务报价-2亿方案.xlsx", "业务报价-5250万方案.xlsx", "5、最新报价.xlsx"], + "SOP": ["SOP.docx"], + "财务流程": ["财务流程.docx"], + }.items(): + for filename in names: + create_file_asset(db, "proposal", proposal.id, category, proposal_dir / filename, proposal.version) + + ops = [ + ("圆心科技 科普文章项目", "v2026-文章", "execution", "SOP 执行中", "内容生产", 55, "文章内容生产与审核执行中"), + ("圆心科技 科普视频项目", "v2026-视频", "execution", "SOP 执行中", "内容生产", 45, "视频脚本、拍摄与审核推进"), + ("圆心科技 科普专访项目", "v2026-专访", "opportunity", "方案已提交", "商务推进", 0, "专访项目推动签约"), + ] + op_dir = WEIXIN_BASE / "3、运营方案" + for name, version, kind, status, stage, progress, note in ops: + project = OperationProject( + project_name=name, + project_version=version, + project_type=kind, + project_status=status, + current_stage=stage, + target_customer="圆心科技", + customer_need="科普内容项目执行与管理", + expected_contract_amount=0 if kind == "execution" else 200, + expected_sign_date="2026-06", + sign_probability=70 if kind == "opportunity" else 100, + sop_stage=stage, + execution_progress=progress, + current_deliverable=note, + next_action="补齐版本要求文件并更新下一节点", + ) + db.add(project) + db.flush() + db.add(FollowUpRecord(target_type="operation", target_id=project.id, content=note, next_action=project.next_action)) + + file_map = [ + (1, "项目方案", "圆心科技--科普文章项目(1).pptx"), + (2, "项目方案", "圆心科技-科普视频项目(1).pptx"), + (3, "项目方案", "圆心科技-科普专访项目-2026年(1).pdf"), + (1, "项目管理手册", "圆心科技《项目管理手册》-2026年.pdf"), + (2, "审核标准", "科普项目-审核标准（文章-视频-音频）.pdf"), + ] + for project_id, category, filename in file_map: + project = db.get(OperationProject, project_id) + if project: + create_file_asset(db, "operation", project.id, category, op_dir / filename, project.project_version) + + products = [ + ("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中"), + ("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "医生活跃、任务完成率、AI 预审、渠道数据上报", "2026-Q3", "设计中"), + ("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "科普文章/视频浏览、医生主页、搜索", "2026-Q3", "规划中"), + ("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "预设形象、AI 配音、脚本驱动、简单模板", "2026-Q3", "规划中"), + ("渠道分发引擎", "v1.0", "六渠道统一分发", "分发 API、内容适配、分发排期、效果追踪", "2027-Q1", "规划中"), + ] + for row in products: + product = ProductVersion( + product_name=row[0], version=row[1], version_goal=row[2], feature_list=row[3], launch_date=row[4], status=row[5] + ) + db.add(product) + db.flush() + db.add(FollowUpRecord(target_type="product", target_id=product.id, content=f"{row[0]} {row[1]}：{row[2]}", next_action="按路线图推进")) + + finance_seed = [ + ("2026-05", "revenue", "信达生物续约确认收入", 120, "信达项目阶段确收"), + ("2026-06", "revenue", "信达生物续约确认收入", 80, "信达项目尾款预估"), + ("2026-05", "cost_expense", "内容生产", 32, "医生劳务与内容制作"), + ("2026-05", "cost_expense", "运营管理", 16, "项目管理与渠道协同"), + ("2026-06", "cost_expense", "渠道分发", 24, "投放与分发费用"), + ] + for month, record_type, category, amount, notes in finance_seed: + db.add(FinanceRecord(month=month, record_type=record_type, category=category, amount=amount, occurred_date=f"{month}-01", notes=notes)) + + if OLD_FINANCE_DB.exists(): + conn = sqlite3.connect(OLD_FINANCE_DB) + conn.row_factory = sqlite3.Row + for row in conn.execute("SELECT name, expected_revenue FROM customers WHERE expected_revenue > 0").fetchall(): + db.add( + FinanceRecord( + month="2026-07", + record_type="revenue", + category=f"{row['name']} 预计确收", + amount=float(row["expected_revenue"] or 0), + occurred_date="2026-07-01", + notes="由原财务 manager 客户预算迁移", + ) + ) + conn.close() + + db.commit() + finally: + db.close() + + +seed_data() + +app = FastAPI(title="OPC Manager API") +app.add_middleware( + CORSMiddleware, + allow_origins=["http://localhost:5173", "http://127.0.0.1:5173"], + allow_credentials=True, + allow_methods=["*"], + allow_headers=["*"], +) + + +class Payload(BaseModel): + data: Dict[str, Any] + + +def db_session(): + db = SessionLocal() + try: + yield db + finally: + db.close() + + +def get_model(name: str): + models = { + "sales": SalesLead, + "followups": FollowUpRecord, + "proposals": BusinessProposal, + "operations": OperationProject, + "products": ProductVersion, + "finance": FinanceRecord, + } + if name not in models: + raise HTTPException(404, "unknown resource") + return models[name] + + +def followup_target(resource: str) -> str: + return {"sales": "sales", "operations": "operation", "products": "product"}.get(resource, resource) + + +def apply_payload(obj: Any, payload: Dict[str, Any]): + cols = {c.name for c in obj.__table__.columns} + for key, value in payload.items(): + if key in cols and key not in {"id", "created_at", "updated_at"}: + setattr(obj, key, value) + + +@app.get("/api/summary") +def summary(): + db = SessionLocal() + try: + sales = db.query(SalesLead).all() + ops = db.query(OperationProject).all() + products = db.query(ProductVersion).all() + finance = db.query(FinanceRecord).all() + current_month = "2026-05" + + revenue = sum(x.amount for x in finance if x.month == current_month and x.record_type == "revenue") + cost_expense = sum(x.amount for x in finance if x.month == current_month and x.record_type == "cost_expense") + net_profit = revenue - cost_expense + risk_ops = [x for x in ops if x.project_status == "有风险" or x.risks] + recent = [] + for record in db.query(FollowUpRecord).order_by(FollowUpRecord.id.desc()).limit(6): + recent.append(to_dict(record)) + + return { + "project_name": "科普（慰心斋）", + "metrics": { + "p0_customers": len([x for x in sales if x.priority == "P0"]), + "active_sales": len([x for x in sales if x.status in ["待跟进", "跟进中", "方案中", "商务谈判"]]), + "execution_projects": len([x for x in ops if x.project_type == "execution"]), + "risk_projects": len(risk_ops), + "monthly_revenue": revenue, + "monthly_net_profit": net_profit, + "upcoming_products": len([x for x in products if x.status in ["规划中", "设计中", "开发中", "测试中"]]), + }, + "risks": [ + {"title": "执行项目风险", "content": x.risks or f"{x.project_name} 需要按 SOP 更新下一节点"} + for x in risk_ops[:5] + ], + "recent": recent, + } + finally: + db.close() + + +@app.get("/api/health") +def health(): + return {"ok": True, "db": str(DB_PATH)} + + +@app.get("/api/{resource}") +def list_resource(resource: str): + db = SessionLocal() + try: + model = get_model(resource) + rows = db.query(model).order_by(model.id.desc()).all() + data = [] + for row in rows: + item = to_dict(row) + if resource in ["sales", "operations", "products"]: + item["followups"] = [ + to_dict(x) + for x in db.query(FollowUpRecord) + .filter(FollowUpRecord.target_type == followup_target(resource), FollowUpRecord.target_id == row.id) + .order_by(FollowUpRecord.followed_at.desc(), FollowUpRecord.id.desc()) + ] + item["latest_follow_up_record"] = item["followups"][0]["content"] if item["followups"] else "" + if resource == "proposals": + item["files"] = list_files(db, "proposal", row.id) + if resource == "operations": + item["files"] = list_files(db, "operation", row.id) + data.append(item) + return data + finally: + db.close() + + +@app.post("/api/{resource}") +def create_resource(resource: str, payload: Payload): + db = SessionLocal() + try: + model = get_model(resource) + obj = model() + apply_payload(obj, payload.data) + db.add(obj) + db.commit() + db.refresh(obj) + return to_dict(obj) + finally: + db.close() + + +@app.put("/api/{resource}/{item_id}") +def update_resource(resource: str, item_id: int, payload: Payload): + db = SessionLocal() + try: + model = get_model(resource) + obj = db.get(model, item_id) + if not obj: + raise HTTPException(404, "not found") + apply_payload(obj, payload.data) + db.commit() + db.refresh(obj) + return to_dict(obj) + finally: + db.close() + + +@app.delete("/api/{resource}/{item_id}") +def delete_resource(resource: str, item_id: int): + db = SessionLocal() + try: + model = get_model(resource) + obj = db.get(model, item_id) + if not obj: + raise HTTPException(404, "not found") + db.delete(obj) + db.commit() + return {"ok": True} + finally: + db.close() + + +@app.get("/api/finance/summary/monthly") +def finance_monthly(): + db = SessionLocal() + try: + rows = db.query(FinanceRecord).all() + months = sorted({x.month for x in rows}) + result = [] + for month in months: + revenue = sum(x.amount for x in rows if x.month == month and x.record_type == "revenue") + cost_expense = sum(x.amount for x in rows if x.month == month and x.record_type == "cost_expense") + result.append( + { + "month": month, + "revenue": revenue, + "gross_profit": revenue - cost_expense, + "cost_expense": cost_expense, + "net_profit": revenue - cost_expense, + } + ) + return result + finally: + db.close() + + +@app.post("/api/followups/{target_type}/{target_id}") +def add_followup(target_type: str, target_id: int, payload: Payload): + db = SessionLocal() + try: + record = FollowUpRecord(target_type=target_type, target_id=target_id) + apply_payload(record, payload.data) + db.add(record) + db.commit() + db.refresh(record) + return to_dict(record) + finally: + db.close() + + +@app.post("/api/files/upload") +async def upload_file( + module: str = Form(...), + owner_id: int = Form(...), + owner_version: str = Form(""), + file_category: str = Form(""), + file: UploadFile = File(...), +): + db = SessionLocal() + try: + folder = UPLOAD_DIR / module / str(owner_id) + folder.mkdir(parents=True, exist_ok=True) + target = folder / file.filename + with target.open("wb") as out: + shutil.copyfileobj(file.file, out) + asset = FileAsset( + module=module, + owner_id=owner_id, + owner_version=owner_version, + file_category=file_category, + file_name=file.filename, + file_type=Path(file.filename).suffix.lower().lstrip("."), + file_size=target.stat().st_size, + file_path=str(target), + is_external=0, + ) + db.add(asset) + db.commit() + db.refresh(asset) + return to_dict(asset) + finally: + db.close() + + +@app.get("/api/files/{file_id}/content") +def file_content(file_id: int, inline: bool = True): + db = SessionLocal() + try: + asset = db.get(FileAsset, file_id) + if not asset: + raise HTTPException(404, "file not found") + path = Path(asset.file_path) + if not path.exists(): + raise HTTPException(404, "file missing") + disposition = "inline" if inline else "attachment" + return FileResponse(path, filename=asset.file_name, content_disposition_type=disposition) + finally: + db.close() diff --git a/backend/flask_app.py b/backend/flask_app.py new file mode 100644 index 0000000..08f9ce4 --- /dev/null +++ b/backend/flask_app.py @@ -0,0 +1,479 @@ +from datetime import date, datetime +from pathlib import Path +import os +import shutil +import sqlite3 + +from flask import Flask, jsonify, render_template, request, send_file + + +ROOT = Path(__file__).resolve().parents[1] +DATA_DIR = ROOT / "data" +UPLOAD_DIR = DATA_DIR / "uploads" +DB_PATH = DATA_DIR / "opc.sqlite" +WEIXIN_BASE = Path("/Users/mac/天机阁/地阁/慰心斋") + +DATA_DIR.mkdir(parents=True, exist_ok=True) +UPLOAD_DIR.mkdir(parents=True, exist_ok=True) + +app = Flask( + __name__, + template_folder=str(ROOT / "templates"), + static_folder=str(ROOT / "static"), +) + + +def db(): + conn = sqlite3.connect(DB_PATH) + conn.row_factory = sqlite3.Row + return conn + + +def now(): + return datetime.utcnow().isoformat() + + +def rows(conn, sql, args=()): + return [dict(row) for row in conn.execute(sql, args).fetchall()] + + +def one(conn, sql, args=()): + row = conn.execute(sql, args).fetchone() + return dict(row) if row else None + + +def init_db(): + conn = db() + conn.executescript( + """ +CREATE TABLE IF NOT EXISTS sales_leads ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + target_customer TEXT NOT NULL, + priority TEXT NOT NULL DEFAULT 'P1', + status TEXT NOT NULL DEFAULT '待跟进', + created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP, + updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP +); +CREATE TABLE IF NOT EXISTS follow_up_records ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + target_type TEXT NOT NULL, + target_id INTEGER NOT NULL, + followed_at TEXT NOT NULL DEFAULT '', + follower TEXT NOT NULL DEFAULT '慰心', + follow_up_method TEXT NOT NULL DEFAULT '记录', + content TEXT NOT NULL DEFAULT '', + next_action TEXT NOT NULL DEFAULT '', + next_follow_up_at TEXT NOT NULL DEFAULT '', + created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP, + updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP +); +CREATE TABLE IF NOT EXISTS business_proposals ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + customer_or_project_name TEXT NOT NULL, + version TEXT NOT NULL, + description TEXT NOT NULL DEFAULT '', + status TEXT NOT NULL DEFAULT '草稿', + created_date TEXT NOT NULL DEFAULT '', + created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP, + updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP +); +CREATE TABLE IF NOT EXISTS operation_projects ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + project_name TEXT NOT NULL, + project_version TEXT NOT NULL DEFAULT 'v1.0', + project_type TEXT NOT NULL DEFAULT 'opportunity', + project_status TEXT NOT NULL DEFAULT '', + current_stage TEXT NOT NULL DEFAULT '', + owner TEXT NOT NULL DEFAULT '慰心', + start_date TEXT NOT NULL DEFAULT '', + end_date TEXT NOT NULL DEFAULT '', + target_customer TEXT NOT NULL DEFAULT '', + customer_need TEXT NOT NULL DEFAULT '', + expected_contract_amount REAL NOT NULL DEFAULT 0, + expected_sign_date TEXT NOT NULL DEFAULT '', + sign_probability REAL NOT NULL DEFAULT 0, + next_action TEXT NOT NULL DEFAULT '', + related_business_proposal_id INTEGER, + sop_file_id INTEGER, + sop_stage TEXT NOT NULL DEFAULT '', + execution_progress REAL NOT NULL DEFAULT 0, + current_deliverable TEXT NOT NULL DEFAULT '', + risks TEXT NOT NULL DEFAULT '', + notes TEXT NOT NULL DEFAULT '', + created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP, + updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP +); +CREATE TABLE IF NOT EXISTS product_versions ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + product_name TEXT NOT NULL, + version TEXT NOT NULL, + version_goal TEXT NOT NULL DEFAULT '', + feature_list TEXT NOT NULL DEFAULT '', + launch_date TEXT NOT NULL DEFAULT '', + status TEXT NOT NULL DEFAULT '规划中', + notes TEXT NOT NULL DEFAULT '', + created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP, + updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP +); +CREATE TABLE IF NOT EXISTS finance_records ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + month TEXT NOT NULL, + project_name TEXT NOT NULL DEFAULT '科普（慰心斋）', + record_type TEXT NOT NULL, + category TEXT NOT NULL DEFAULT '', + amount REAL NOT NULL DEFAULT 0, + occurred_date TEXT NOT NULL DEFAULT '', + notes TEXT NOT NULL DEFAULT '', + created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP, + updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP +); +CREATE TABLE IF NOT EXISTS file_assets ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + module TEXT NOT NULL, + owner_id INTEGER NOT NULL, + owner_version TEXT NOT NULL DEFAULT '', + file_category TEXT NOT NULL DEFAULT '', + file_name TEXT NOT NULL, + file_type TEXT NOT NULL DEFAULT '', + file_size INTEGER NOT NULL DEFAULT 0, + file_path TEXT NOT NULL, + is_external INTEGER NOT NULL DEFAULT 0, + notes TEXT NOT NULL DEFAULT '', + created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP, + updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP +); + """ + ) + if one(conn, "SELECT id FROM sales_leads LIMIT 1"): + conn.close() + return + + sales = [ + ("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架，需推进高层沟通。"), + ("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育机会，准备方案。"), + ("信达生物", "P0", "已签约", "现有科普项目升级/续约，重点保障执行。"), + ("三生制药", "P1", "待跟进", "多科室医生教育+患者科普机会。"), + ("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会。"), + ] + for customer, priority, status, note in sales: + cur = conn.execute( + "INSERT INTO sales_leads (target_customer, priority, status) VALUES (?,?,?)", + (customer, priority, status), + ) + conn.execute( + "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)", + ("sales", cur.lastrowid, date.today().isoformat(), note, "明确下一次沟通人和时间"), + ) + + cur = conn.execute( + "INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date) VALUES (?,?,?,?,?)", + ("信达生物", "v1.5", "信达科普项目续约与报价方案", "已提交客户", "2026-05-28"), + ) + proposal_id = cur.lastrowid + proposal_dir = WEIXIN_BASE / "2、业务方案/信达/v1.5" + for category, names in { + "方案": ["整体方案.pptx", "整体方案.pdf"], + "成本": ["业务报价-2亿方案.xlsx", "业务报价-5250万方案.xlsx", "5、最新报价.xlsx"], + "SOP": ["SOP.docx"], + "财务流程": ["财务流程.docx"], + }.items(): + for name in names: + add_file_index(conn, "proposal", proposal_id, "v1.5", category, proposal_dir / name, external=True) + + projects = [ + ("圆心科技 科普文章项目", "v2026-文章", "execution", "SOP 执行中", "内容生产", 55, "文章内容生产与审核执行中"), + ("圆心科技 科普视频项目", "v2026-视频", "execution", "SOP 执行中", "内容生产", 45, "视频脚本、拍摄与审核推进"), + ("圆心科技 科普专访项目", "v2026-专访", "opportunity", "方案已提交", "商务推进", 0, "专访项目推动签约"), + ] + op_dir = WEIXIN_BASE / "3、运营方案" + for name, version, kind, status, stage, progress, note in projects: + cur = conn.execute( + """INSERT INTO operation_projects + (project_name,project_version,project_type,project_status,current_stage,target_customer,customer_need, + expected_contract_amount,expected_sign_date,sign_probability,next_action,sop_stage,execution_progress,current_deliverable) + VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)""", + (name, version, kind, status, stage, "圆心科技", "科普内容项目执行与管理", 0 if kind == "execution" else 200, "2026-06", 100 if kind == "execution" else 70, "补齐版本要求文件并更新下一节点", stage, progress, note), + ) + conn.execute( + "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)", + ("operation", cur.lastrowid, date.today().isoformat(), note, "补齐版本要求文件并更新下一节点"), + ) + + file_map = [ + (1, "v2026-文章", "项目方案", "圆心科技--科普文章项目(1).pptx"), + (2, "v2026-视频", "项目方案", "圆心科技-科普视频项目(1).pptx"), + (3, "v2026-专访", "项目方案", "圆心科技-科普专访项目-2026年(1).pdf"), + (1, "v2026-文章", "项目管理手册", "圆心科技《项目管理手册》-2026年.pdf"), + (2, "v2026-视频", "审核标准", "科普项目-审核标准（文章-视频-音频）.pdf"), + ] + for project_id, version, category, filename in file_map: + add_file_index(conn, "operation", project_id, version, category, op_dir / filename, external=True) + + products = [ + ("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中"), + ("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "医生活跃、任务完成率、AI 预审、渠道数据上报", "2026-Q3", "设计中"), + ("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "科普文章/视频浏览、医生主页、搜索", "2026-Q3", "规划中"), + ("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "预设形象、AI 配音、脚本驱动、简单模板", "2026-Q3", "规划中"), + ("渠道分发引擎", "v1.0", "六渠道统一分发", "分发 API、内容适配、分发排期、效果追踪", "2027-Q1", "规划中"), + ] + for product in products: + cur = conn.execute( + "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status) VALUES (?,?,?,?,?,?)", + product, + ) + conn.execute( + "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)", + ("product", cur.lastrowid, date.today().isoformat(), f"{product[0]} {product[1]}：{product[2]}", "按路线图推进"), + ) + + for month, record_type, category, amount, notes in [ + ("2026-05", "revenue", "信达生物续约确认收入", 120, "信达项目阶段确收"), + ("2026-06", "revenue", "信达生物续约确认收入", 80, "信达项目尾款预估"), + ("2026-05", "cost_expense", "内容生产", 32, "医生劳务与内容制作"), + ("2026-05", "cost_expense", "运营管理", 16, "项目管理与渠道协同"), + ("2026-06", "cost_expense", "渠道分发", 24, "投放与分发费用"), + ]: + conn.execute( + "INSERT INTO finance_records (month,record_type,category,amount,occurred_date,notes) VALUES (?,?,?,?,?,?)", + (month, record_type, category, amount, f"{month}-01", notes), + ) + + conn.commit() + conn.close() + + +def add_file_index(conn, module, owner_id, owner_version, category, path, external=True): + path = Path(path) + if not path.exists(): + return + conn.execute( + """INSERT INTO file_assets + (module,owner_id,owner_version,file_category,file_name,file_type,file_size,file_path,is_external) + VALUES (?,?,?,?,?,?,?,?,?)""", + (module, owner_id, owner_version, category, path.name, path.suffix.lower().lstrip("."), path.stat().st_size, str(path), 1 if external else 0), + ) + + +def latest_followup(conn, target_type, target_id): + row = one( + conn, + "SELECT content FROM follow_up_records WHERE target_type=? AND target_id=? ORDER BY followed_at DESC, id DESC LIMIT 1", + (target_type, target_id), + ) + return row["content"] if row else "" + + +def attach_common(conn, resource, items): + target_map = {"sales": "sales", "proposals": "proposal", "operations": "operation", "products": "product"} + for item in items: + if resource in target_map: + item["followups"] = rows( + conn, + "SELECT * FROM follow_up_records WHERE target_type=? AND target_id=? ORDER BY followed_at DESC, id DESC", + (target_map[resource], item["id"]), + ) + item["latest_follow_up_record"] = item["followups"][0]["content"] if item["followups"] else "" + if resource == "proposals": + item["files"] = rows(conn, "SELECT * FROM file_assets WHERE module='proposal' AND owner_id=? ORDER BY id DESC", (item["id"],)) + if resource == "operations": + item["files"] = rows(conn, "SELECT * FROM file_assets WHERE module='operation' AND owner_id=? ORDER BY id DESC", (item["id"],)) + return items + + +def monthly_finance(conn): + data = [] + for item in rows(conn, "SELECT DISTINCT month FROM finance_records ORDER BY month"): + month = item["month"] + revenue = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='revenue'", (month,))["v"] + cost = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='cost_expense'", (month,))["v"] + data.append({"month": month, "revenue": revenue, "gross_profit": revenue - cost, "cost_expense": cost, "net_profit": revenue - cost}) + return data + + +@app.route("/") +def index(): + return render_template("index.html") + + +@app.route("/api/bootstrap") +def bootstrap(): + conn = db() + try: + sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads ORDER BY id DESC")) + proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals ORDER BY id DESC")) + operations = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects ORDER BY id DESC")) + products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions ORDER BY id DESC")) + finance = rows(conn, "SELECT * FROM finance_records ORDER BY month DESC, id DESC") + current_month = "2026-05" + revenue = sum(x["amount"] for x in finance if x["month"] == current_month and x["record_type"] == "revenue") + cost = sum(x["amount"] for x in finance if x["month"] == current_month and x["record_type"] == "cost_expense") + summary = { + "project_name": "科普（慰心斋）", + "metrics": { + "p0_customers": len([x for x in sales if x["priority"] == "P0"]), + "active_sales": len([x for x in sales if x["status"] in ["待跟进", "跟进中", "方案中", "商务谈判"]]), + "execution_projects": len([x for x in operations if x["project_type"] == "execution"]), + "risk_projects": len([x for x in operations if x["project_status"] == "有风险" or x["risks"]]), + "monthly_revenue": revenue, + "monthly_net_profit": revenue - cost, + "upcoming_products": len([x for x in products if x["status"] in ["规划中", "设计中", "开发中", "测试中"]]), + }, + "recent": rows(conn, "SELECT * FROM follow_up_records ORDER BY id DESC LIMIT 8"), + "risks": [{"title": "执行提醒", "content": x["next_action"]} for x in operations if x["next_action"]][:5], + } + return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "financeMonthly": monthly_finance(conn)}) + finally: + conn.close() + + +TABLES = { + "sales": ("sales_leads", ["target_customer", "priority", "status"]), + "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date"]), + "operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes"]), + "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "notes"]), + "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes"]), +} + + +@app.route("/api/", methods=["POST"]) +def create_resource(resource): + if resource not in TABLES: + return jsonify({"error": "unknown resource"}), 404 + table, cols = TABLES[resource] + payload = request.get_json(force=True).get("data", {}) + values = [payload.get(col, "") for col in cols] + conn = db() + try: + cur = conn.execute(f"INSERT INTO {table} ({','.join(cols)}) VALUES ({','.join(['?'] * len(cols))})", values) + conn.commit() + return jsonify({"id": cur.lastrowid}) + finally: + conn.close() + + +@app.route("/api//", methods=["PUT", "DELETE"]) +def update_resource(resource, item_id): + if resource not in TABLES: + return jsonify({"error": "unknown resource"}), 404 + table, cols = TABLES[resource] + conn = db() + try: + if request.method == "DELETE": + conn.execute(f"DELETE FROM {table} WHERE id=?", (item_id,)) + conn.commit() + return jsonify({"ok": True}) + payload = request.get_json(force=True).get("data", {}) + update_cols = [col for col in cols if col in payload] + if update_cols: + conn.execute( + f"UPDATE {table} SET {','.join([col + '=?' for col in update_cols])}, updated_at=? WHERE id=?", + [payload[col] for col in update_cols] + [now(), item_id], + ) + conn.commit() + return jsonify({"ok": True}) + finally: + conn.close() + + +@app.route("/api/followups//", methods=["POST"]) +def add_followup(target_type, target_id): + payload = request.get_json(force=True).get("data", {}) + conn = db() + try: + conn.execute( + """INSERT INTO follow_up_records + (target_type,target_id,followed_at,follower,follow_up_method,content,next_action,next_follow_up_at) + VALUES (?,?,?,?,?,?,?,?)""", + ( + target_type, + target_id, + payload.get("followed_at") or date.today().isoformat(), + payload.get("follower") or "慰心", + payload.get("follow_up_method") or "记录", + payload.get("content") or "", + payload.get("next_action") or "", + payload.get("next_follow_up_at") or "", + ), + ) + conn.commit() + return jsonify({"ok": True}) + finally: + conn.close() + + +@app.route("/api/followups/", methods=["DELETE"]) +def delete_followup(followup_id): + conn = db() + try: + cur = conn.execute("DELETE FROM follow_up_records WHERE id=?", (followup_id,)) + conn.commit() + if cur.rowcount == 0: + return jsonify({"error": "not found"}), 404 + return jsonify({"ok": True}) + finally: + conn.close() + + +@app.route("/api/files/upload", methods=["POST"]) +def upload_file(): + file = request.files["file"] + module = request.form["module"] + owner_id = int(request.form["owner_id"]) + owner_version = request.form.get("owner_version", "") + category = request.form.get("file_category", "") + folder = UPLOAD_DIR / module / str(owner_id) + folder.mkdir(parents=True, exist_ok=True) + target = folder / file.filename + file.save(target) + conn = db() + try: + add_file_index(conn, module, owner_id, owner_version, category, target, external=False) + conn.commit() + return jsonify({"ok": True}) + finally: + conn.close() + + +@app.route("/api/files//content") +def file_content(file_id): + conn = db() + try: + asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,)) + if not asset: + return jsonify({"error": "not found"}), 404 + path = Path(asset["file_path"]) + if not path.exists(): + return jsonify({"error": "missing"}), 404 + return send_file(path, as_attachment=request.args.get("inline") == "false", download_name=asset["file_name"]) + finally: + conn.close() + + +@app.route("/api/files/", methods=["DELETE"]) +def delete_file(file_id): + conn = db() + try: + asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,)) + if not asset: + return jsonify({"error": "not found"}), 404 + # Remove physical file from uploads/ if it was uploaded to our dir + path = Path(asset["file_path"]) + if path.exists() and str(UPLOAD_DIR) in str(path.resolve()): + path.unlink(missing_ok=True) + conn.execute("DELETE FROM file_assets WHERE id=?", (file_id,)) + conn.commit() + return jsonify({"ok": True}) + finally: + conn.close() + + +@app.route("/api/health") +def health(): + return jsonify({"ok": True, "db": str(DB_PATH)}) + + +init_db() + + +if __name__ == "__main__": + app.run(host="127.0.0.1", port=5177, debug=True) diff --git a/backend/requirements.txt b/backend/requirements.txt new file mode 100644 index 0000000..95fef4e --- /dev/null +++ b/backend/requirements.txt @@ -0,0 +1 @@ +Flask==3.0.3 diff --git a/docs/design-system-summary.md b/docs/design-system-summary.md new file mode 100644 index 0000000..a2c1040 --- /dev/null +++ b/docs/design-system-summary.md @@ -0,0 +1,29 @@ +# OPC Manager Design System Summary + +Project: 科普（慰心斋）OPC 工作台 +Purpose: single-project operating dashboard for sales, business proposals, operations, product versions, and finance. + +## Design Direction + +- Style: enterprise operations dashboard, not a marketing landing page. +- Priority: clarity, scan speed, table density, stable editing flows. +- Primary color: calm blue for navigation and primary actions. +- Status colors: red for risk, amber for pending, green for completed, slate for archived. +- Surface system: white content surfaces on a light slate background, thin borders, compact spacing. + +## Layout Rules + +- Default view is the overview dashboard. +- Use top tabs for primary modules. +- Use tables for sales and operations. +- Use cards only for repeated version entities: business proposals and product versions. +- Use right-side drawers for editable details. +- Use Recharts line charts for finance trends, with detail tables below. + +## Component Rules + +- Tables should fit meeting review scenarios: compact rows, visible status badges, latest activity. +- Drawers should contain editable fields and timelines without navigating away. +- File groups should show category, file name, preview, download, and upload affordances. +- Charts must use the same data as detail tables. + diff --git a/docs/frontend-design-checklist.md b/docs/frontend-design-checklist.md new file mode 100644 index 0000000..6d9d040 --- /dev/null +++ b/docs/frontend-design-checklist.md @@ -0,0 +1,28 @@ +# OPC Manager Frontend Design Checklist + +## Before Development + +- Build first screen as the operating dashboard, not a landing page. +- Keep dashboard metrics visible above the fold. +- Keep module navigation persistent and obvious. +- Prefer shadcn-style controls: Button, Tabs, Table, Sheet, Form, Input, Select, Textarea, Badge, Card. +- Use Tailwind tokens consistently for spacing, border, radius, color, and typography. + +## Page-Level Checks + +- 首页: metrics, risk reminders, recent activity, finance trend preview. +- 销售: compact table, priority badge, status badge, latest timeline entry, drawer edit flow. +- 业务方案: one version per card, four file groups, upload, preview, download. +- 运营: type filter, opportunity/execution fields, SOP execution visibility, project-version file ownership. +- 产品: one version per card, drawer editing, feature list readability. +- 财务: trend chart and detail rows reconcile with the same source data. + +## Post-Development Audit + +- No decorative landing sections before the dashboard. +- No nested cards that reduce scan speed. +- Drawers do not overflow or hide save actions. +- Tables remain readable at desktop widths. +- Status colors are consistent across modules. +- Preview and download actions are available for uploaded/indexed files. + diff --git a/static/app.js b/static/app.js new file mode 100644 index 0000000..7d1c228 --- /dev/null +++ b/static/app.js @@ -0,0 +1,388 @@ +const state = { + active: "home", + data: null, + opFilter: "all", + chart: null, +}; + +const money = (value) => `${Number(value || 0).toLocaleString("zh-CN")} 万`; +const text = (value) => value === undefined || value === null || value === "" ? "—" : value; + +async function api(path, options = {}) { + const response = await fetch(path, { + headers: options.body instanceof FormData ? undefined : { "Content-Type": "application/json" }, + ...options, + }); + const data = await response.json(); + if (!response.ok) throw new Error(data.error || "请求失败"); + return data; +} + +function badge(value) { + const val = String(value || "—"); + let cls = "badge-slate"; + if (["P0", "有风险", "已丢单", "已延期"].includes(val)) cls = "badge-red"; + if (["P1", "方案中", "方案已提交", "商务谈判", "待客户确认"].includes(val)) cls = "badge-amber"; + if (["已签约", "已上线", "已完成", "已归档"].includes(val)) cls = "badge-green"; + if (["execution", "已签约执行项目"].includes(val)) cls = "badge-blue"; + return `${val === "execution" ? "已签约执行项目" : val === "opportunity" ? "业务机会项目" : val}`; +} + +function card(content, cls = "") { + return `
${content}
`; +} + +function renderTable(headers, rows, rowClicks) { + const trAttrs = (rowClicks || []).map((rc) => rc ? `onclick="openDrawer('${rc.resource}', ${rc.id})" class="clickable-row"` : ""); + return card(` +
+ + ${headers.map((h) => ``).join("")} + ${rows.map((row, i) => `${row.map((c) => ``).join("")}`).join("")} +
${h}
${c}
+
+ `); +} + +async function load() { + state.data = await api("/api/bootstrap"); + render(); +} + +function switchTab(tab) { + state.active = tab; + document.querySelectorAll("#tabs button").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === tab)); + document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === tab)); + render(); +} + +function render() { + if (!state.data) return; + renderHome(); + renderSales(); + renderProposals(); + renderOperations(); + renderProducts(); + renderFinance(); + if (window.lucide) window.lucide.createIcons(); +} + +function renderHome() { + const { summary, financeMonthly } = state.data; + const m = summary.metrics; + document.querySelector("#home").innerHTML = ` +
+
+ ${[ + ["P0 客户数", m.p0_customers, "sales"], + ["跟进中销售机会", m.active_sales, "sales"], + ["已签约执行项目", m.execution_projects, "operations"], + ["有风险项目", m.risk_projects, "operations"], + ["本月收入", money(m.monthly_revenue), "finance"], + ["本月净利", money(m.monthly_net_profit), "finance"], + ["即将上线版本", m.upcoming_products, "products"], + ].map(([label, value, tab]) => ``).join("")} +
+
+ ${card(`

财务趋势

${badge("YYYY-MM")}
`, "p-5")} + ${card(`

风险提醒

${(summary.risks.length ? summary.risks : [{ title: "暂无高风险", content: "当前无明确阻塞，按周更新即可。" }]).map((r) => `

${r.title}

${r.content}

`).join("")}
`, "p-5")} +
+ ${card(`

近期动态

${summary.recent.map((r) => `
${r.content}${r.followed_at}
`).join("")}
`, "p-5")} +
+ `; + renderChart(financeMonthly); +} + +function renderChart(data) { + const canvas = document.querySelector("#financeChart"); + if (!canvas || !window.Chart) return; + if (state.chart) state.chart.destroy(); + state.chart = new Chart(canvas, { + type: "line", + data: { + labels: data.map((x) => x.month), + datasets: [ + { label: "收入", data: data.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 }, + { label: "毛利", data: data.map((x) => x.gross_profit), borderColor: "#059669", tension: 0.3 }, + { label: "成本/费用", data: data.map((x) => x.cost_expense), borderColor: "#d97706", tension: 0.3 }, + { label: "净利", data: data.map((x) => x.net_profit), borderColor: "#7c3aed", tension: 0.3 }, + ], + }, + options: { responsive: true, plugins: { legend: { position: "bottom" } } }, + }); +} + +function formHtml(fields, button) { + return `
+ ${fields.map((f) => ``).join("")} + +
`; +} + +async function createResource(event, resource) { + event.preventDefault(); + const data = Object.fromEntries(new FormData(event.currentTarget).entries()); + await api(`/api/${resource}`, { method: "POST", body: JSON.stringify({ data }) }); + event.currentTarget.reset(); + await load(); +} + +window.createSales = (event) => createResource(event, "sales"); +window.createProposal = (event) => createResource(event, "proposals"); +window.createOperation = (event) => createResource(event, "operations"); +window.createProduct = (event) => createResource(event, "products"); +window.createFinance = (event) => createResource(event, "finance"); +window.switchTab = switchTab; + +function renderSales() { + const rows = state.data.sales.map((x) => [x.target_customer, badge(x.priority), badge(x.status), text(x.latest_follow_up_record)]); + const salesClicks = state.data.sales.map((x) => ({ resource: "sales", id: x.id })); + document.querySelector("#sales").innerHTML = `
+ ${card(formHtml([ + { label: "目标客户", input: `` }, + { label: "优先级", input: `` }, + { label: "状态", input: `` }, + ], { handler: "createSales", text: `新增客户` }), "p-4")} + ${renderTable(["目标客户", "优先级", "状态", "最新跟进记录"], rows, salesClicks)} +
`; +} + +function renderProposals() { + const categories = ["方案", "成本", "SOP", "财务流程"]; + const proposalRows = state.data.proposals.map((p) => [p.customer_or_project_name, p.version, badge(p.status), p.files.length + " 个"]); + const proposalClicks = state.data.proposals.map((p) => ({ resource: "proposals", id: p.id })); + document.querySelector("#proposals").innerHTML = `
+ ${card(formHtml([ + { label: "客户/项目", input: `` }, + { label: "版本号", input: `` }, + { label: "状态", input: `` }, + ], { handler: "createProposal", text: "新增版本" }), "p-4")} + ${renderTable(["客户/项目", "版本号", "状态", "文件数"], proposalRows, proposalClicks)} +
`; +} + +function fileGroup(module, ownerId, version, category, files) { + return `
+

${category}

+
${files.length ? files.map(fileItem).join("") : `

暂无文件

`}
+
`; +} + +function fileItem(file) { + return `

${file.file_name}

预览下载
`; +} + +window.deleteFile = async (fileId) => { + if (!confirm("确认删除此文件？")) return; + await api(`/api/files/${fileId}`, { method: "DELETE" }); + await load(); + closeDrawer(); +}; + +window.uploadFile = async (event, module, ownerId, version, category) => { + const file = event.target.files[0]; + if (!file) return; + const form = new FormData(); + form.append("module", module); + form.append("owner_id", ownerId); + form.append("owner_version", version); + form.append("file_category", category); + form.append("file", file); + await api("/api/files/upload", { method: "POST", body: form }); + await load(); +}; + +function renderOperations() { + const items = state.opFilter === "all" ? state.data.operations : state.data.operations.filter((x) => x.project_type === state.opFilter); + const opRows = items.map((x) => [`${x.project_name}

${x.project_version}

`, badge(x.project_type), badge(x.project_status), text(x.current_stage || x.sop_stage), `${x.files.length} 个`, text(x.latest_follow_up_record)]); + const opClicks = items.map((x) => ({ resource: "operations", id: x.id })); + document.querySelector("#operations").innerHTML = `
+ ${card(formHtml([ + { label: "项目名称", input: `` }, + { label: "项目版本", input: `` }, + { label: "项目类型", input: `` }, + { label: "状态", input: `` }, + ], { handler: "createOperation", text: "新增项目" }), "p-4")} +
${[["all","全部项目"],["opportunity","业务机会项目"],["execution","已签约执行项目"]].map(([k,v]) => ``).join("")}
+ ${renderTable(["项目名称", "类型", "状态", "当前阶段", "交付文件", "最新跟进"], opRows, opClicks)} +
`; +} + +function renderProducts() { + document.querySelector("#products").innerHTML = `
+ ${card(formHtml([ + { label: "产品名称", input: `` }, + { label: "版本号", input: `` }, + { label: "上线日期", input: `` }, + { label: "状态", input: `` }, + ], { handler: "createProduct", text: "新增版本" }), "p-4")} + ${renderTable(["产品名称", "版本号", "版本目标", "核心功能", "上线日期", "状态"], state.data.products.map((p) => [p.product_name, p.version, text(p.version_goal), text(p.feature_list), text(p.launch_date), badge(p.status)]), state.data.products.map((p) => ({ resource: "products", id: p.id })))} +
`; +} + +function renderFinance() { + const rows = state.data.finance.map((x) => [x.month, badge(x.record_type === "revenue" ? "收入" : "成本/费用"), x.category, money(x.amount), x.occurred_date, text(x.notes)]); + document.querySelector("#finance").innerHTML = `
+ ${card(`

收入、毛利、成本/费用、净利月度曲线

`, "p-5")} + ${card(formHtml([ + { label: "月份", input: `` }, + { label: "类型", input: `` }, + { label: "分类", input: `` }, + { label: "金额/万", input: `` }, + { label: "发生日期", input: `` }, + ], { handler: "createFinance", text: "新增明细" }), "p-4")} + ${renderTable(["月份", "类型", "分类", "金额", "发生日期", "备注"], rows)} +
`; + renderChartOn("financeChart2", state.data.financeMonthly); +} + +function renderChartOn(id, data) { + const canvas = document.querySelector(`#${id}`); + if (!canvas || !window.Chart) return; + new Chart(canvas, { + type: "line", + data: { + labels: data.map((x) => x.month), + datasets: [ + { label: "收入", data: data.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 }, + { label: "毛利", data: data.map((x) => x.gross_profit), borderColor: "#059669", tension: 0.3 }, + { label: "成本/费用", data: data.map((x) => x.cost_expense), borderColor: "#d97706", tension: 0.3 }, + { label: "净利", data: data.map((x) => x.net_profit), borderColor: "#7c3aed", tension: 0.3 }, + ], + }, + options: { responsive: true, plugins: { legend: { position: "bottom" } } }, + }); +} + +function drawerField(icon, label, name, value, multiline = false) { + const initialValue = text(value); + const control = multiline + ? `` + : ``; + return `
+
${label}
+
${control}
+
`; +} + +function openDrawer(resource, id) { + const list = resource === "sales" ? state.data.sales : resource === "operations" ? state.data.operations : resource === "proposals" ? state.data.proposals : state.data.products; + const item = list.find((x) => x.id === id); + const drawer = document.querySelector("#drawer"); + const fields = resource === "sales" + ? [["target_customer","目标客户"],["priority","优先级"],["status","状态"]] + : resource === "operations" + ? [["project_name","项目名称"],["project_version","项目版本"],["project_status","项目状态"],["current_stage","当前阶段"],["target_customer","目标客户"],["customer_need","客户需求"],["expected_contract_amount","预计签约金额"],["expected_sign_date","预计签约时间"],["sign_probability","签约概率"],["sop_stage","SOP 阶段"],["execution_progress","执行进度"],["current_deliverable","当前交付物"],["risks","风险与阻塞"],["next_action","下一步动作"]] + : resource === "proposals" + ? [["customer_or_project_name","客户/项目"],["version","版本号"],["description","版本说明"],["created_date","创建日期"],["status","状态"]] + : [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能清单"],["launch_date","上线日期"],["status","当前状态"],["notes","备注"]]; + const fieldIcons = { + target_customer: "user", priority: "flag", status: "circle-dot", + project_name: "briefcase-business", project_version: "git-branch", project_status: "circle-dot", current_stage: "map-pin", + customer_need: "file-text", expected_contract_amount: "banknote", expected_sign_date: "calendar", + sign_probability: "percent", sop_stage: "list-checks", execution_progress: "activity", + current_deliverable: "package", risks: "alert-triangle", next_action: "arrow-right", + product_name: "box", version: "tag", version_goal: "target", feature_list: "list", + launch_date: "calendar", notes: "sticky-note" + }; + const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"]; + const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : ""; + const title = item.target_customer || item.project_name || item.customer_or_project_name || item.product_name; + drawer.innerHTML = `

Detail Drawer

${title}

+
+

属性

+
${fields.map(([key,label]) => drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key))).join("")}
+
+ ${resource === "proposals" ? `

方案文件

${["方案","成本","SOP","财务流程"].map((cat) => fileGroup("proposal", item.id, item.version, cat, item.files.filter((f) => f.file_category === cat))).join("")}
` : ""} + ${followupTarget ? `
+

活动 / 跟进

+
${(item.followups || []).map((f) => `
${f.follower} · ${f.follow_up_method}${f.followed_at}
${f.content}
${f.next_action ? `

下一步：${text(f.next_action)}

` : ""}
`).join("")}
+
+ + +
+ 支持 Markdown 格式 + +
+
+
` : ""} +
`; + drawer.classList.add("open"); + bindDrawerAutosave(resource, item.id, item); + if (window.lucide) window.lucide.createIcons(); +} + +function setDrawerSaveStatus(message, tone = "muted") { + const el = document.querySelector("#drawerSaveStatus"); + if (!el) return; + el.textContent = message; + el.dataset.tone = tone; +} + +function bindDrawerAutosave(resource, id, item) { + document.querySelectorAll("#drawerForm .drawer-value").forEach((field) => { + field.addEventListener("keydown", (event) => { + if (event.key === "Enter" && field.tagName !== "TEXTAREA") field.blur(); + }); + field.addEventListener("blur", async () => { + const value = field.value; + if (value === field.dataset.original) return; + const previous = field.dataset.original; + field.dataset.original = value; + setDrawerSaveStatus("保存中…"); + try { + await api(`/api/${resource}/${id}`, { method: "PUT", body: JSON.stringify({ data: { [field.name]: value } }) }); + item[field.name] = value; + const titleValue = item.target_customer || item.project_name || item.customer_or_project_name || item.product_name; + const titleEl = document.querySelector(".drawer-title"); + if (titleEl) titleEl.textContent = titleValue; + render(); + setDrawerSaveStatus("已保存", "success"); + setTimeout(() => setDrawerSaveStatus(""), 1200); + } catch (error) { + field.dataset.original = previous; + setDrawerSaveStatus("保存失败", "danger"); + alert(`自动保存失败：${error.message}`); + } + }); + }); +} + + + +window.openDrawer = openDrawer; +window.closeDrawer = () => document.querySelector("#drawer").classList.remove("open"); +window.submitComment = async (event, targetType, targetId, resource) => { + event.preventDefault(); + const form = event.currentTarget; + const editor = form.querySelector("trix-editor"); + const content = editor.editor.getDocument().toString().trim(); + if (!content) return; + const button = form.querySelector(".comment-submit"); + button.disabled = true; + button.textContent = "发送中…"; + await api(`/api/followups/${targetType}/${targetId}`, { method: "POST", body: JSON.stringify({ data: { content } }) }); + await load(); + openDrawer(resource, targetId); +}; + +window.deleteFollowup = async (event, followupId, resource, targetId) => { + event.stopPropagation(); + if (!confirm("确认删除这条评论？")) return; + await api(`/api/followups/${followupId}`, { method: "DELETE" }); + await load(); + openDrawer(resource, targetId); +}; + +document.querySelector("#drawer").addEventListener("click", (event) => { + if (event.target === event.currentTarget) closeDrawer(); +}); + +document.querySelector("#tabs").addEventListener("click", (event) => { + const button = event.target.closest("button[data-tab]"); + if (button) switchTab(button.dataset.tab); +}); +document.querySelector("#refreshBtn").addEventListener("click", load); +load().catch((error) => { + document.querySelector("main").innerHTML = `
加载失败：${error.message}
`; +}); diff --git a/static/styles.css b/static/styles.css new file mode 100644 index 0000000..2d3d984 --- /dev/null +++ b/static/styles.css @@ -0,0 +1,441 @@ +body { + min-width: 1180px; + font-family: Inter, ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, "PingFang SC", "Microsoft YaHei", sans-serif; +} + +.topbar { + display: flex; + align-items: center; + justify-content: space-between; +} + +.tabs { + display: flex; + gap: 4px; +} + +.tabs button { + align-items: center; + border-bottom: 2px solid transparent; + color: #64748b; + display: inline-flex; + font-size: 14px; + font-weight: 600; + gap: 8px; + padding: 14px 16px; +} + +.tabs button.active { + border-bottom-color: #1d4ed8; + color: #1d4ed8; +} + +.panel { + display: none; +} + +.panel.active { + display: block; +} + +.card { + background: white; + border: 1px solid #e2e8f0; + border-radius: 8px; +} + +.metric-card { + background: white; + border: 1px solid #e2e8f0; + border-radius: 8px; + padding: 16px; + text-align: left; + transition: border-color 0.2s ease; +} + +.metric-card:hover { + border-color: #93c5fd; +} + +.badge { + border-radius: 999px; + display: inline-flex; + font-size: 12px; + font-weight: 700; + line-height: 1; + padding: 6px 8px; +} + +.badge-red { background: #fef2f2; color: #b91c1c; } +.badge-amber { background: #fffbeb; color: #b45309; } +.badge-green { background: #ecfdf5; color: #047857; } +.badge-blue { background: #eff6ff; color: #1d4ed8; } +.badge-slate { background: #f1f5f9; color: #475569; } + +.btn { + align-items: center; + border-radius: 6px; + display: inline-flex; + font-size: 14px; + font-weight: 700; + gap: 8px; + justify-content: center; + min-height: 38px; + padding: 8px 12px; +} + +[data-lucide] { + height: 16px; + stroke-width: 2; + width: 16px; +} + +.btn-primary { background: #1d4ed8; color: white; } +.btn-primary:hover { background: #1e40af; } +.btn-ghost { background: white; border: 1px solid #e2e8f0; color: #334155; } +.btn-ghost:hover { background: #f8fafc; } + +input, +select, +textarea { + border: 1px solid #cbd5e1; + border-radius: 6px; + min-height: 38px; + padding: 8px 10px; +} + +textarea { + min-height: 96px; +} + +table { + border-collapse: collapse; + width: 100%; +} + +th, +td { + border-bottom: 1px solid #e2e8f0; + padding: 12px 14px; + text-align: left; + vertical-align: top; +} + +th { + background: #f1f5f9; + color: #475569; + font-size: 13px; + font-weight: 800; +} + +td { + font-size: 14px; +} + + +.btn-sm { + min-height: 30px; + padding: 5px 10px; + font-size: 12px; +} + +.drawer { + background: rgba(15, 23, 42, 0.28); + display: none; + inset: 0; + justify-content: flex-end; + position: fixed; + z-index: 50; +} + +.drawer.open { + display: flex; +} + +.drawer-panel { + background: white; + box-shadow: -18px 0 45px rgba(15, 23, 42, 0.14); + height: 100vh; + overflow-y: auto; + width: 560px; +} + +.file-link { + color: #1d4ed8; + font-size: 12px; + font-weight: 700; +} + +.drawer-section-title { + color: #334155; + font-size: 13px; + font-weight: 700; + margin-bottom: 8px; +} + +.drawer-fields { + display: grid; + gap: 1px; +} + +.drawer-field { + align-items: start; + display: grid; + gap: 12px; + grid-template-columns: 148px minmax(0, 1fr); + padding: 5px 0; +} + +.drawer-field-label { + align-items: center; + color: #64748b; + display: flex; + font-size: 13px; + font-weight: 500; + gap: 8px; + min-height: 30px; +} + +.drawer-field-label [data-lucide] { + color: #94a3b8; + height: 15px; + width: 15px; +} + +.drawer-field-control { + min-width: 0; +} + +.drawer-value { + background: transparent; + border: 1px solid transparent; + border-radius: 5px; + color: #0f172a; + font-size: 13px; + font-weight: 500; + min-height: 30px; + padding: 4px 8px; + width: 100%; +} + +.drawer-value:hover { + background: #f8fafc; + border-color: #e2e8f0; +} + +.drawer-value:focus { + background: white; + border-color: #60a5fa; + outline: none; +} + +.drawer-textarea { + line-height: 1.45; + min-height: 54px; + resize: vertical; +} + +.activity-item { + background: #f8fafc; + border: 1px solid #e2e8f0; + border-radius: 7px; + display: flex; + font-size: 13px; + gap: 9px; + padding: 9px; +} + +.activity-icon { + align-items: center; + background: #dbeafe; + border-radius: 999px; + color: #1d4ed8; + display: flex; + flex: 0 0 auto; + height: 24px; + justify-content: center; + width: 24px; +} + +.activity-icon [data-lucide] { + height: 13px; + width: 13px; +} + +.inline-form input, +.inline-form select { + height: 40px; + border: 1px solid #cbd5e1; + border-radius: 6px; + padding: 8px 10px; + font-size: 14px; + background: white; + min-width: 120px; +} + +.inline-form input:focus, +.inline-form select:focus { + border-color: #3b82f6; + outline: none; +} + +.clickable-row { + cursor: pointer; + transition: background 0.15s; +} +.clickable-row:hover { + background: #f1f5f9; +} + +.save-status { + color: #94a3b8; + font-size: 12px; + font-weight: 500; +} + +.save-status[data-tone="success"] { + color: #059669; +} + +.save-status[data-tone="danger"] { + color: #dc2626; +} + +.comment-box { + border: 1px solid #e2e8f0; + border-radius: 8px; + overflow: hidden; + background: white; +} + +.comment-box:focus-within { + border-color: #93c5fd; + box-shadow: 0 0 0 3px rgba(59, 130, 246, 0.08); +} + +/* Trix editor inside comment box */ +.comment-trix { + min-height: 80px; +} + +.comment-trix trix-editor { + border: 0; + border-radius: 0; + font-size: 13px; + line-height: 1.55; + min-height: 80px; + padding: 10px 12px; + outline: none; +} + +.comment-trix trix-toolbar { + border: 0; + border-top: 1px solid #e2e8f0; + background: #f8fafc; + padding: 6px 6px; +} + +.comment-trix trix-toolbar .trix-button { + border-radius: 4px; + padding: 3px 5px; + font-size: 12px; + background: transparent; + border-color: transparent; +} + +.comment-trix trix-toolbar .trix-button:hover, +.comment-trix trix-toolbar .trix-button.trix-active { + background: #e2e8f0; + color: #1e293b; +} + +.comment-trix trix-toolbar .trix-button-group { + border-color: #e2e8f0; + margin-right: 4px; +} + +.comment-toolbar { + align-items: center; + background: #f8fafc; + border-top: 1px solid #e2e8f0; + display: flex; + justify-content: space-between; + padding: 7px 8px; +} + +.comment-hint { + color: #94a3b8; + font-size: 12px; +} + +.toolbar-icon { + border-radius: 4px; + cursor: pointer; + padding: 3px; + transition: background 0.15s; +} +.toolbar-icon:hover { + background: #e2e8f0; + color: #1e293b; +} + +.btn:disabled, +.btn:disabled:hover { + background: #e2e8f0; + border-color: #e2e8f0; + color: #94a3b8; + cursor: not-allowed; +} + +.activity-delete { + align-items: center; + border-radius: 5px; + color: #94a3b8; + display: inline-flex; + flex: 0 0 auto; + height: 26px; + justify-content: center; + opacity: 0; + transition: background 0.15s, color 0.15s, opacity 0.15s; + width: 26px; +} + +.activity-item:hover .activity-delete { + opacity: 1; +} + +.activity-delete:hover { + background: #fee2e2; + color: #dc2626; +} + +.activity-delete [data-lucide] { + height: 14px; + width: 14px; +} +/* Trix content in activity items */ +.activity-item .trix-content { + font-size: 13px; + line-height: 1.55; +} +.activity-item .trix-content div { + font-size: 13px; +} +.activity-item .trix-content strong { + font-weight: 600; +} +.activity-item .trix-content a { + color: #1d4ed8; + text-decoration: underline; +} +.activity-item .trix-content ul, +.activity-item .trix-content ol { + padding-left: 16px; + margin: 4px 0; +} +.activity-item .trix-content blockquote { + border-left: 3px solid #e2e8f0; + padding-left: 10px; + color: #64748b; + margin: 4px 0; +} diff --git a/templates/index.html b/templates/index.html new file mode 100644 index 0000000..f5dbfa7 --- /dev/null +++ b/templates/index.html @@ -0,0 +1,59 @@ + + + + + + 科普（慰心斋）OPC 工作台 + + + + + + + + + +
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OPC Manager · 单用户 · 单项目

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科普（慰心斋）OPC 工作台

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