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fix: 季度视图跳过逻辑 + 筛选区字号 + 首页去筛选

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- 季度视图与月度视图统一：无当期数据项目跳过不渲染
- 首页去除时间段筛选下拉框
- 业务/平台费用/首页筛选区文字加大一号(text-xs→text-sm)
- 业务视图不记忆上次选择，默认总视图
- seed数据重构，5工作台各>1亿
- 版本号v1.0.0.4
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mac
2026-07-07 18:01:04 +08:00
parent ec140bf105
commit a6acfb2012
6 changed files with 277 additions and 121 deletions
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backend/migrations/seed_data.py
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@@ -1,127 +1,284 @@
# seed_data.py — 初始示例数据填充（仅在空库时执行一次）
# 从 flask_app.py 搬迁，被 migrations/seed.py 调用
# seed_data.py — 丰富示例数据填充（仅在空库时执行一次）
# 为每个工作台生成 > 1 亿的总规模，覆盖万/十万/百万/千万量级
import json
import random
random.seed(42)
from datetime import date
from pathlib import Path
from db import db, _exec, one, WEIXIN_BASE
from helpers import add_file_index
from db import db, _exec, one
TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
# 每个工作台的差异化客户和项目模板
TENANT_CUSTOMERS = {
"科普·无界": [
("信达生物", ["肿瘤免疫科普年度框架", "信迪利单抗医生教育", "CSCO卫星会项目", "患者随访管理系统"]),
("百利天恒", ["BL-B01D1上市前教育", "双抗药物科普专区", "数字人患教视频"]),
("齐鲁制药", ["多产品线医生教育", "安可达学术推广", "基层医疗科普巡讲"]),
("天广实生物", ["血液肿瘤科普项目", "CD20单抗学术推广"]),
("复星医药", ["复宏汉霖学术年会", "CAR-T患者教育"]),
],
"科研·无界": [
("北京协和医院", ["临床研究数据采集系统", "罕见病队列研究", "AI辅助诊断验证"]),
("中国人民解放军总医院", ["战场创伤数据平台", "远程会诊系统"]),
("复旦大学附属华山医院", ["脑卒中AI预警系统", "神经内科临床研究"]),
("中山大学肿瘤防治中心", ["鼻咽癌早筛项目", "真实世界研究平台"]),
("四川大学华西医院", ["精准医学大数据平台", "基层科研能力提升"]),
],
"医患·无界": [
("平安好医生", ["在线问诊科普内容", "慢病管理专区", "随访SOP标准化"]),
("微医集团", ["互联网医院患教系统", "云药房科普推送"]),
("丁香园", ["医生社区运营升级", "用药助手科普专区"]),
("圆心科技", ["药房患者教育", "DTP药房随访管理", "罕见病用药指导"]),
("国药控股", ["国药患者管理平台", "肿瘤药房随访系统"]),
],
"MCN·无界": [
("抖音健康", ["医学IP孵化矩阵", "短视频科普内容制作", "健康直播运营"]),
("快手健康", ["医生个人IP打造", "快手健康科普专区"]),
("小红书医美", ["皮肤健康科普矩阵", "医美科普合规审核"]),
("B站知识区", ["深度科普纪录片", "医学动画制作"]),
("微信视频号", ["医生科普直播运营", "企业微信科普推送"]),
],
"学会·无界": [
("中华医学会", ["学术年会数字化平台", "继续教育学分系统", "基层医生培训"]),
("中国医师协会", ["医师定考管理系统", "专科医师培训平台"]),
("中国抗癌协会", ["肿瘤科普万里行", "CACA指南推广"]),
("中国药学会", ["合理用药科普平台", "药师继续教育"]),
("中华护理学会", ["护理科研能力提升", "专科护士培训系统"]),
],
}
# 签约金额模板：每个工作台的千万/百万/十万/万级别项目的签约金额
def generate_sign_amounts():
amounts = []
# 千万级：2个（4000-7000万）
amounts.append(random.randint(4500, 7000) * 10000)
amounts.append(random.randint(4000, 6500) * 10000)
# 百万级：4个（400-980万）
for _ in range(4):
amounts.append(random.randint(400, 980) * 10000)
# 十万级：4个（30-98万）
for _ in range(4):
amounts.append(random.randint(30, 98) * 10000)
# 万级：3个（3-10万）
for _ in range(3):
amounts.append(random.randint(3, 10) * 10000)
return sorted(amounts, reverse=True)
# 生成 budget_data JSON（每月确收/毛利/回款）
def make_budget_data(sign_amount, signed_month, status):
"""生成12个月的预算数据"""
months = []
start_m = int(signed_month.split("-")[1]) if signed_month else 1
rev_total = sign_amount if status == "已签约" else int(sign_amount * random.uniform(0.3, 0.7))
gross_rate = random.uniform(0.25, 0.55)
payment_rate = random.uniform(0.7, 0.95)
for i in range(12):
m = (start_m + i - 1) % 12 + 1
yr = 2026 + (start_m + i - 1) // 12
month_key = f"{yr}-{m:02d}"
# 越往后确收越多
progress = min(1.0, (i + 1) / max(1, random.randint(3, 8)))
rev = round(rev_total * progress * random.uniform(0.85, 1.15))
gross = round(rev * gross_rate * random.uniform(0.9, 1.1))
payment = round(rev * payment_rate * random.uniform(0.85, 1.15))
cost = round(rev * random.uniform(0.3, 0.5))
paid = round(cost * random.uniform(0.8, 1.0))
months.append({
"month": month_key,
"rev": rev,
"gross": gross,
"payment": payment,
"cost": cost,
"paid": paid,
})
return json.dumps(months)
# 生成 expense_data（平台费用）
def make_expense_data():
"""生成若干条费用记录"""
items = []
expense_types = ["平台采购", "人力成本", "研发费用", "通用费用", "奖金"]
for q in range(1, 7):
for et in random.sample(expense_types, random.randint(2, 4)):
month_str = f"2026-{q:02d}"
amount = random.randint(5000, 150000)
incurred = int(amount * random.uniform(0.6, 1.0))
items.append({"month": month_str, "expense_type": et, "amount": amount, "incurred": incurred})
return json.dumps(items)
def seed_db():
"""填充初始示例数据（仅在空库时执行一次）"""
"""填充丰富示例数据"""
conn = db()
try:
if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
return # 已有数据，跳过
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。"),
today = date.today().isoformat()
pf_ids = {} # tenant -> [project_finance_ids]
for tenant in TENANTS:
customers = TENANT_CUSTOMERS[tenant]
amounts = generate_sign_amounts()
cust_idx = 0
for i, sign_amount in enumerate(amounts):
cust_name, projects = customers[cust_idx % len(customers)]
proj_name = projects[i % len(projects)] if i < len(projects) else f"{cust_name} 项目{i+1}"
cust_idx += i % 3
# 70% 已签约, 30% 待签约
status = "已签约" if random.random() < 0.7 else "待签约"
sign_month = f"2026-{random.randint(1, 6):02d}" if status == "已签约" else ""
project_code = f"{tenant[:2]}-2026-{i+1:03d}"
business_type = random.choice(["学术推广", "医生教育", "患者管理", "科研合作", "科普内容"])
# 如果签约，总额 = 签约额；否则为0
total_rev = int(sign_amount * random.uniform(0.8, 1.0)) if status == "已签约" else 0
total_gross = int(total_rev * random.uniform(0.25, 0.5)) if status == "已签约" else 0
total_payment = int(total_rev * random.uniform(0.7, 0.9)) if status == "已签约" else 0
total_cost = int(total_rev * random.uniform(0.3, 0.5)) if status == "已签约" else 0
total_paid = int(total_cost * random.uniform(0.7, 0.95)) if status == "已签约" else 0
budget_data = make_budget_data(sign_amount, sign_month, status)
expense_data = make_expense_data() if status == "已签约" else "[]"
task_data = json.dumps([
{"task": f"{proj_name} 项目启动", "due": f"2026-{min(12, 1+i//2):02d}-01", "status": "已完成" if i < 8 else "进行中"},
{"task": f"方案评审与确认", "due": f"2026-{min(12, 2+i//2):02d}-15", "status": "已完成" if i < 6 else "进行中"},
{"task": f"内容生产阶段", "due": f"2026-{min(12, 3+i//2):02d}-30", "status": "进行中"},
])
cur = _exec(conn, """
INSERT INTO project_finances
(tenant, project_id, business_type, customer_name, sign_amount, sign_month, status,
sales_person, total_rev, total_gross, total_payment, total_cost, total_paid,
budget_data, expense_data, task_data,
project_code, start_date, end_date, task_type, task_count,
service_fee_standard, project_manager, contact_name, contact_phone, other_info,
created_at, updated_at)
VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
""", (
tenant, f"PF-{tenant[:2]}-{i+1:04d}", business_type, cust_name,
sign_amount, sign_month, status,
f"销售{random.choice(['A','B','C','D'])}", total_rev, total_gross,
total_payment, total_cost, total_paid,
budget_data, expense_data, task_data,
project_code, f"2026-{random.randint(1,3):02d}-01", f"2026-{random.randint(9,12):02d}-30",
random.choice(["内容生产", "视频制作", "专家访谈", "学术会议", "患者教育"]),
random.randint(10, 100), random.choice([800, 1000, 1200, 1500, 2000]),
f"经理{random.choice(['A','B','C'])}", f"联系人{random.randint(1,20)}",
f"1380000{random.randint(1000,9999)}", f"备注信息 {i+1}",
today, today,
))
# Store for later use
pf_ids.setdefault(tenant, []).append((cur.lastrowid, proj_name, cust_name, status))
# operation_projects: 每个工作台 3-5 个
op_count = random.randint(3, 5)
for j in range(op_count):
pf_row = random.choice(pf_ids[tenant])
cur2 = _exec(conn, """
INSERT INTO operation_projects
(tenant, project_name, project_version, project_type, project_status,
current_stage, owner, start_date, end_date, target_customer, customer_need,
expected_contract_amount, expected_sign_date, sign_probability, next_action,
sop_stage, execution_progress, current_deliverable, notes)
VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
""", (
tenant, f"{pf_row[1]} 运营方案", "v1.0",
"execution" if random.random() < 0.6 else "opportunity",
"SOP 执行中" if random.random() < 0.6 else "方案已提交",
random.choice(["商务推进", "内容生产", "渠道分发"]),
f"OPC{random.randint(1,5)}", "2026-06-01", "2026-12-31",
pf_row[2], "科普内容项目执行与管理",
pf_row[0] if pf_row[3] == "已签约" else random.randint(50, 300) * 10000,
"2026-06", 70 + random.randint(0, 30),
"补齐版本要求文件并更新下一节点",
"SOP 执行", random.randint(30, 80), "当前交付物 v1.0",
"运营备注",
))
_exec(conn, """
INSERT INTO follow_up_records
(target_type, target_id, followed_at, content, next_action, follower)
VALUES (?,?,?,?,?,?)
""", (
"operation", cur2.lastrowid, today,
f"运营项目跟进：{pf_row[1]}，当前进度正常", "继续推进下一里程碑",
f"销售{random.choice(['A','B'])}",
))
# expense_records: 每个工作台 15-20 条
expense_count = random.randint(15, 20)
expense_types = ["通用费用", "平台采购", "人力成本", "研发费用", "奖金", "其他"]
for j in range(expense_count):
et = random.choice(expense_types)
month_str = f"2026-{random.randint(1, 6):02d}"
amount = random.randint(5000, 500000)
incurred = int(amount * random.uniform(0.5, 1.0))
_exec(conn, """
INSERT INTO expense_records
(tenant, expense_type, expense_month, amount, incurred_amount, notes)
VALUES (?,?,?,?,?,?)
""", (
tenant, et, month_str, amount, incurred,
f"{et} - {random.choice(['季度预算', '紧急支出', '常规费用', '项目费用'])}",
))
print(f"[seed] {tenant}: {len(amounts)} 项目, {op_count} 运营项目, {expense_count} 费用记录")
conn.commit() # 提交所有工作台的核心数据
# 全域数据：sales_leads 对所有 tenant 可见
global_sales = [
("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架"),
("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育"),
("信达生物", "P0", "已签约", "现有科普项目升级/续约"),
("三生制药", "P1", "待跟进", "多科室医生教育+患者科普"),
("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:
for customer, priority, status, note in global_sales:
cur = _exec(conn,
"INSERT INTO sales_leads (target_customer, priority, status) VALUES (?,?,?)",
(customer, priority, status),
"INSERT INTO sales_leads (target_customer, priority, status, created_at) VALUES (?,?,?,?)",
(customer, priority, status, today),
)
_exec(conn,
"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"),
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action,follower) VALUES (?,?,?,?,?,?)",
("sales", cur.lastrowid, today, note, "明确下一次沟通", "销售A"),
)
# 全域 business_proposals
cur = _exec(conn,
"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"),
"INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date, tenant) 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", "科普·无界"),
)
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 = _exec(conn,
"""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),
)
_exec(conn,
"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)
# 全域 product_versions
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", "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"),
("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "2026-Q3", "规划中", "P1"),
("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "2026-Q3", "设计中", "P0"),
("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "2026-Q3", "规划中", "P2"),
("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "2026-Q3", "规划中", "P2"),
("渠道分发引擎", "v1.0", "六渠道统一分发", "2027-Q1", "规划中", "P1"),
]
for product in products:
for p in products:
cur = _exec(conn,
"INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)",
product,
"INSERT INTO product_versions (product_name,version,version_goal,launch_date,status,priority,tenant) VALUES (?,?,?,?,?,?,?)",
(*p, "科普·无界"),
)
_exec(conn,
"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"),
]:
_exec(conn,
"INSERT INTO finance_records (month,record_type,category,amount,occurred_date,notes) VALUES (?,?,?,?,?,?)",
(month, record_type, category, amount, f"{month}-01", notes),
)
tasks_seed = [
("阶段1：渠道与商务确认", "商务对接", "合同签订", "Anna", "2026-06-30", "法务审核中", "合同签订后开始执行"),
("阶段1：渠道与商务确认", "官媒渠道确认", "沟通官媒确定", "段丽华", "2026-06-30", "官媒尽力推，以先达成合作为准", "集团支持"),
("阶段1：渠道与商务确认", "官媒渠道确认", "官媒合作签约", "段丽华", "2026-06-18", "", "官媒确认细节"),
("阶段2：系统与标准搭建", "系统开发上线", "音频专访系统开发上线", "戴敏/梁军营", "2026-06-18", "客户比较着急执行，需要技术的资源", ""),
("阶段2：系统与标准搭建", "系统开发上线", "精品视频系统开发上线", "戴敏/梁军营", "2026-06-25", "", ""),
("阶段2：系统与标准搭建", "标准与培训", "业务执行手册SOP", "胡龙飞", "2026-06-12", "", "系统开发上线"),
("阶段3：人员与审核入驻", "团队组建", "医学审核人员到位", "胡龙飞", "2026-06-15", "", "审核人员招聘"),
("阶段3：人员与审核入驻", "团队组建", "视频制作人员到位", "胡龙飞", "2026-06-18", "", "项目经理招聘"),
("阶段4：供应链与制作", "供应商准入", "准入拍摄/剪辑/主持人", "胡龙飞/侯亚凤", "2026-06-18", "", ""),
("阶段2：系统与标准搭建", "脚本生产及审核", "生产脚本", "军营", "2026-06-12", "脚本目前生产比较机械，需要提前准备", "细分标签领域完成"),
]
for phase, milestone, task, owner, due_date, blockers, notes in tasks_seed:
_exec(conn,
"INSERT INTO project_tasks (project_id,phase,milestone,task,owner,due_date,blockers,notes) VALUES (?,?,?,?,?,?,?,?)",
(1, phase, milestone, task, owner, due_date, blockers, notes),
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action,follower) VALUES (?,?,?,?,?,?)",
("product", cur.lastrowid, today, f"{p[0]} {p[1]}：{p[2]}", "按路线图推进", "产品经理"),
)
conn.commit()
print("[seed] 丰富示例数据已填充")
finally:
conn.close()