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
2026-05-30 00:08:28 +08:00
commit 8dc69f8bd6
12 changed files with 2059 additions and 0 deletions
--- a/backend/flask_app.py
+++ 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/<resource>", 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/<resource>/<int:item_id>", 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/<target_type>/<int:target_id>", 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/<int:followup_id>", 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/<int:file_id>/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/<int:file_id>", 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)