v1.1.0 — 首页指标升级 + 运营金额列 + 产品平台分类

VERSION_LOG.md

@@ -1,5 +1,21 @@
 # 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
+
+## v1.0.6 — 2026-06-04
+- 修复财务 Tab Chart 无限堆积：renderChartOn 缺少旧 chart 销毁 + state 跟踪
+- 财务图表容器加固定高度（300px），避免 resize 循环
+
+## v1.0.5 — 2026-06-04
+- "销售管理" Tab 改为"业务机会"，"目标客户"字段统一改为"业务机会"
+
 ## v1.0.4 — 2026-06-04
 - CDN 全量本地化：Tailwind / Chart.js / Squire / Lucide 下载到 `static/vendor/`，不再依赖外部 CDN
 

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"),
+        ("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"),
+        ("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"),
+        ("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"),
+        ("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"),
+        ("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"
+        current_month = "2026-06"
-        revenue = sum(x["amount"] for x in finance if x["month"] == current_month and x["record_type"] == "revenue")
+        # Finance aggregates
-        cost = sum(x["amount"] for x in finance if x["month"] == current_month and x["record_type"] == "cost_expense")
+        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_revenue": revenue_month,
-                "monthly_net_profit": revenue - cost,
+                "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"]),
 }
 

static/app.js

@@ -3,6 +3,8 @@ const state = {
   data: null,
   opFilter: "all",
   chart: null,
+  chart2: null,
+  productPlatform: "all",
 };
 
 const money = (value) => `${Number(value || 0).toLocaleString("zh-CN")} 万`;
@@ -103,8 +105,19 @@ function renderHome() {
           ["本月收入", money(m.monthly_revenue), "finance"],
           ["本月净利", money(m.monthly_net_profit), "finance"],
           ["即将上线版本", m.upcoming_products, "products"],
+          ["已签约未执行", money(m.signed_not_executed), "finance"],
         ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
       </div>
+      <div class="grid grid-cols-4 gap-3">
+        ${[
+          ["已签约合同总额", money(m.signed_amount), "operations"],
+          ["合同流程中", money(m.pipeline_amount), "operations"],
+          ["年度累计确收", money(m.revenue_annual), "finance"],
+          ["Q2 累计确收", money(m.revenue_q2), "finance"],
+          ["年度累计毛利", money(m.gross_annual), "finance"],
+          ["Q2 累计毛利", money(m.gross_q2), "finance"],
+        ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="trending-up"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
+      </div>
       <div class="grid grid-cols-2 gap-5">
         ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">财务趋势</h2>${badge("YYYY-MM")}</div><div style="position:relative;height:140px"><canvas id="financeChart"></canvas></div>`, "p-4")}
         ${card(`<h2 class="text-lg font-bold">风险提醒</h2><div class="mt-3 grid gap-2">${(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) => `<div class="rounded-md border border-amber-200 bg-amber-50 p-3"><p class="font-bold text-amber-900">${r.title}</p><p class="mt-1 text-sm text-amber-800 break-words">${r.content}</p></div>`).join("")}</div>`, "p-5")}
@@ -143,10 +156,15 @@ function formHtml(fields, button) {
 
 async function createResource(event, resource) {
   event.preventDefault();
-  const data = Object.fromEntries(new FormData(event.currentTarget).entries());
+  const form = event.currentTarget;
-  await api(`/api/${resource}`, { method: "POST", body: JSON.stringify({ data }) });
+  const data = Object.fromEntries(new FormData(form).entries());
-  event.currentTarget.reset();
+  try {
-  await load();
+    await api(`/api/${resource}`, { method: "POST", body: JSON.stringify({ data }) });
+    form.reset();
+    await load();
+  } catch (error) {
+    alert("创建失败：" + error.message);
+  }
 }
 
 window.createSales = (event) => createResource(event, "sales");
@@ -161,11 +179,11 @@ function renderSales() {
   const salesClicks = state.data.sales.map((x) => ({ resource: "sales", id: x.id }));
   document.querySelector("#sales").innerHTML = `<div class="grid gap-4">
     ${card(formHtml([
-      { label: "目标客户", input: `<input name="target_customer" required placeholder="客户名称">` },
+      { label: "业务机会", input: `<input name="target_customer" required placeholder="客户名称">` },
       { label: "优先级", input: `<select name="priority"><option>P0</option><option selected>P1</option><option>P2</option><option>P3</option></select>` },
       { label: "状态", input: `<select name="status"><option>待跟进</option><option>跟进中</option><option>方案中</option><option>商务谈判</option><option>已签约</option><option>暂缓</option><option>已丢单</option></select>` },
-    ], { handler: "createSales", text: `<i data-lucide="plus"></i>新增客户` }), "p-4")}
+    ], { handler: "createSales", text: `<i data-lucide="plus"></i>新增业务机会` }), "p-4")}
-    ${renderTable(["目标客户", "优先级", "状态", "最新跟进记录"], rows, salesClicks)}
+    ${renderTable(["业务机会", "优先级", "状态", "最新跟进记录"], rows, salesClicks)}
   </div>`;
 }
 
@@ -216,7 +234,7 @@ window.uploadFile = async (event, module, ownerId, version, category) => {
 
 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) => [`<strong>${x.project_name}</strong><p class="text-xs text-slate-500">${x.project_version}</p>`, badge(x.project_type), badge(x.project_status), text(x.current_stage || x.sop_stage), `${x.files.length} 个`, text(x.latest_follow_up_record)]);
+  const opRows = items.map((x) => [`<strong>${x.project_name}</strong><p class="text-xs text-slate-500">${x.project_version}</p>`, badge(x.project_type), badge(x.project_status), x.expected_contract_amount ? money(x.expected_contract_amount) : "—", text(x.current_stage || x.sop_stage), `${x.files.length} 个`, text(x.latest_follow_up_record)]);
   const opClicks = items.map((x) => ({ resource: "operations", id: x.id }));
   document.querySelector("#operations").innerHTML = `<div class="grid gap-4">
     ${card(formHtml([
@@ -226,26 +244,29 @@ function renderOperations() {
       { label: "状态", input: `<input name="project_status" value="线索发现">` },
     ], { handler: "createOperation", text: "新增项目" }), "p-4")}
     <div class="flex gap-2">${[["all","全部项目"],["opportunity","业务机会项目"],["execution","已签约执行项目"]].map(([k,v]) => `<button class="btn ${state.opFilter === k ? "btn-primary" : "btn-ghost"}" onclick="state.opFilter='${k}'; renderOperations()">${v}</button>`).join("")}</div>
-    ${renderTable(["项目名称", "类型", "状态", "当前阶段", "交付文件", "最新跟进"], opRows, opClicks)}
+    ${renderTable(["项目名称", "类型", "状态", "金额", "当前阶段", "交付文件", "最新跟进"], opRows, opClicks)}
   </div>`;
 }
 
 function renderProducts() {
+  const items = state.productPlatform === "all" ? state.data.products : state.data.products.filter((x) => (x.platform || "") === state.productPlatform);
   document.querySelector("#products").innerHTML = `<div class="grid gap-4">
     ${card(formHtml([
       { label: "产品名称", input: `<input name="product_name" required>` },
       { label: "版本号", input: `<input name="version" required>` },
+      { label: "平台", input: `<select name="platform"><option value="">—</option><option>真研平台</option><option>科普平台</option><option>关爱平台</option></select>` },
       { label: "上线日期", input: `<input name="launch_date" placeholder="2026-Q3">` },
       { label: "状态", input: `<select name="status"><option>规划中</option><option>设计中</option><option>开发中</option><option>测试中</option><option>已上线</option><option>已延期</option><option>已取消</option></select>` },
     ], { handler: "createProduct", text: "新增版本" }), "p-4")}
-    ${renderTable(["产品名称", "版本号", "版本目标", "核心功能", "上线日期", "状态"], state.data.products.map((p) => [p.product_name, p.version, text(p.version_goal), text(p.feature_list), text(p.launch_date), badge(p.status)]), state.data.products.map((p) => ({ resource: "products", id: p.id })))}
+    <div class="flex gap-2">${[["all","全部"],["真研平台","真研"],["科普平台","科普"],["关爱平台","关爱"]].map(([k,v]) => `<button class="btn ${state.productPlatform === k ? "btn-primary" : "btn-ghost"}" onclick="state.productPlatform='${k}'; renderProducts()">${v}</button>`).join("")}</div>
+    ${renderTable(["产品名称", "版本号", "版本目标", "核心功能", "平台", "上线日期", "状态"], items.map((p) => [p.product_name, p.version, text(p.version_goal), text(p.feature_list), text(p.platform), text(p.launch_date), badge(p.status)]), items.map((p) => ({ resource: "products", id: p.id })))}
   </div>`;
 }
 
 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 = `<div class="grid gap-4">
-    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><canvas id="financeChart2" height="105"></canvas>`, "p-5")}
+    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div>`, "p-5")}
     ${card(formHtml([
       { label: "月份", input: `<input name="month" required placeholder="YYYY-MM" pattern="\\d{4}-\\d{2}">` },
       { label: "类型", input: `<select name="record_type"><option value="revenue">收入</option><option value="cost_expense">成本/费用</option></select>` },
@@ -261,7 +282,8 @@ function renderFinance() {
 function renderChartOn(id, data) {
   const canvas = document.querySelector(`#${id}`);
   if (!canvas || !window.Chart) return;
-  new Chart(canvas, {
+  if (state.chart2) state.chart2.destroy();
+  state.chart2 = new Chart(canvas, {
     type: "line",
     data: {
       labels: data.map((x) => x.month),
@@ -292,19 +314,19 @@ function openDrawer(resource, id) {
   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"]]
+    ? [["target_customer","业务机会"],["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"]]
+      ? [["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","业务机会"],["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"]];
+        : [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能清单"],["platform","平台"],["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",
+    product_name: "box", version: "tag", version_goal: "target", feature_list: "list", platform: "layers",
     launch_date: "calendar", notes: "sticky-note"
   };
   const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];

templates/index.html

@@ -36,7 +36,7 @@
 
     <nav class="tabs border-b border-slate-200 bg-white px-8" id="tabs">
       <button class="active" data-tab="home"><i data-lucide="home"></i>首页</button>
-      <button data-tab="sales"><i data-lucide="briefcase-business"></i>销售管理</button>
+      <button data-tab="sales"><i data-lucide="briefcase-business"></i>业务机会</button>
       <button data-tab="proposals"><i data-lucide="file-text"></i>业务方案</button>
       <button data-tab="operations"><i data-lucide="activity"></i>运营管理</button>
       <button data-tab="products"><i data-lucide="package"></i>产品研发</button>