diff --git a/VERSION_LOG.md b/VERSION_LOG.md index 619f4a6..ea91c58 100644 --- a/VERSION_LOG.md +++ b/VERSION_LOG.md @@ -1,5 +1,10 @@ # OPC Manager Version Log +## v1.1.0 — 2026-06-15 +- 首页指标升级:增加已签约合同总额、合同流程中金额、年度/Q2 累计确收、年度/Q2 累计毛利、已签约未执行 +- 运营表格增加「金额」列 +- 产品研发增加「平台」字段(真研/科普/关爱),支持平台筛选 + ## v1.0.7 — 2026-06-04 - 修复新增表单 async 后 `event.currentTarget` 丢失导致页面不刷新(影响所有新增按钮) - `createResource` 改用预存 form 引用 + try/catch 错误提示 diff --git a/backend/flask_app.py b/backend/flask_app.py index 08f9ce4..2ccc9f9 100644 --- a/backend/flask_app.py +++ b/backend/flask_app.py @@ -144,6 +144,10 @@ CREATE TABLE IF NOT EXISTS file_assets ( ); """ ) + # Schema migrations + try: conn.execute("ALTER TABLE product_versions ADD COLUMN platform TEXT NOT NULL DEFAULT ''") + except: pass + if one(conn, "SELECT id FROM sales_leads LIMIT 1"): conn.close() return @@ -210,15 +214,15 @@ CREATE TABLE IF NOT EXISTS file_assets ( 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"), + ("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", "科普平台"), + ("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", "真研平台"), + ("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", "科普平台"), + ("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", "科普平台"), + ("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", "科普平台"), ] for product in products: cur = conn.execute( - "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status) VALUES (?,?,?,?,?,?)", + "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)", product, ) conn.execute( @@ -304,9 +308,22 @@ def bootstrap(): 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") + current_month = "2026-06" + # Finance aggregates + def sum_finance(months, rtype): + return sum(x["amount"] for x in finance if x["month"] in months and x["record_type"] == rtype) + months_2026 = [f"2026-{m:02d}" for m in range(1,7)] + months_q2 = ["2026-04","2026-05","2026-06"] + revenue_annual = sum_finance(months_2026, "revenue") + cost_annual = sum_finance(months_2026, "cost_expense") + revenue_q2 = sum_finance(months_q2, "revenue") + cost_q2 = sum_finance(months_q2, "cost_expense") + revenue_month = sum_finance([current_month], "revenue") + cost_month = sum_finance([current_month], "cost_expense") + # Contract aggregates + signed_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] == "已签约") + pipeline_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] not in ["已签约","已丢单","已归档","已完成"]) + signed_not_executed = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_type"] == "execution" and x["execution_progress"] < 100) summary = { "project_name": "科普(慰心斋)", "metrics": { @@ -314,9 +331,17 @@ def bootstrap(): "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, + "monthly_revenue": revenue_month, + "monthly_net_profit": revenue_month - cost_month, "upcoming_products": len([x for x in products if x["status"] in ["规划中", "设计中", "开发中", "测试中"]]), + # Extended finance metrics + "signed_amount": signed_amount, + "pipeline_amount": pipeline_amount, + "revenue_annual": revenue_annual, + "revenue_q2": revenue_q2, + "gross_annual": revenue_annual - cost_annual, + "gross_q2": revenue_q2 - cost_q2, + "signed_not_executed": signed_not_executed, }, "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], @@ -330,7 +355,7 @@ 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"]), + "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes"]), "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes"]), } diff --git a/static/app.js b/static/app.js index 093671b..274c68b 100644 --- a/static/app.js +++ b/static/app.js @@ -4,6 +4,7 @@ const state = { opFilter: "all", chart: null, chart2: null, + productPlatform: "all", }; const money = (value) => `${Number(value || 0).toLocaleString("zh-CN")} 万`; @@ -104,8 +105,19 @@ function renderHome() { ["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"], + ["已签约未执行", money(m.signed_not_executed), "finance"], ].map(([label, value, tab]) => ``).join("")} +
${r.title}
${r.content}
${x.project_version}
`, badge(x.project_type), badge(x.project_status), text(x.current_stage || x.sop_stage), `${x.files.length} 个`, text(x.latest_follow_up_record)]); + const opRows = items.map((x) => [`${x.project_name}${x.project_version}
`, badge(x.project_type), badge(x.project_status), x.expected_contract_amount ? money(x.expected_contract_amount) : "—", 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 = `