v1.3.0 — 重点项目简化：6列表格 + 进展按钮弹任务浮层（4阶段）

VERSION_LOG.md

@@ -1,5 +1,10 @@
 # OPC Manager Version Log
 
+## v1.2.0 — 2026-06-15
+- 业务机会 + 运营管理合并为「重点项目」Tab，统一表格展示
+- 新增项目任务追踪：按阶段分组展示里程碑/执行项/负责人/截止日/卡点
+- 新增 `project_tasks` 表，抽屉内展示项目时间线
+
 ## 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

backend/flask_app.py

@@ -141,6 +141,19 @@ CREATE TABLE IF NOT EXISTS file_assets (
   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 project_tasks (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  project_id INTEGER NOT NULL,
+  phase TEXT NOT NULL DEFAULT '',
+  milestone TEXT NOT NULL DEFAULT '',
+  task TEXT NOT NULL DEFAULT '',
+  owner TEXT NOT NULL DEFAULT '',
+  due_date TEXT NOT NULL DEFAULT '',
+  blockers 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
 );
         """
     )
@@ -242,6 +255,25 @@ CREATE TABLE IF NOT EXISTS file_assets (
             (month, record_type, category, amount, f"{month}-01", notes),
         )
 
+    # Seed project tasks for 信达科普文章项目 (project_id=1)
+    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:
+        conn.execute(
+            "INSERT INTO project_tasks (project_id,phase,milestone,task,owner,due_date,blockers,notes) VALUES (?,?,?,?,?,?,?,?)",
+            (1, phase, milestone, task, owner, due_date, blockers, notes),
+        )
+
     conn.commit()
     conn.close()
 
@@ -346,7 +378,7 @@ def bootstrap():
             "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)})
+        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "financeMonthly": monthly_finance(conn), "tasks": rows(conn, "SELECT * FROM project_tasks ORDER BY phase, id")})
     finally:
         conn.close()
 
@@ -357,6 +389,7 @@ TABLES = {
     "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", "platform", "notes"]),
     "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes"]),
+    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes"]),
 }
 
 

static/app.js

@@ -61,9 +61,8 @@ function switchTab(tab) {
 function render() {
   if (!state.data) return;
   renderHome();
-  renderSales();
+  renderProjects();
   renderProposals();
-  renderOperations();
   renderProducts();
   renderFinance();
   if (window.lucide) window.lucide.createIcons();
@@ -98,10 +97,10 @@ function renderHome() {
     <div class="grid gap-5">
       <div class="grid grid-cols-4 gap-3">
         ${[
-          ["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"],
+          ["P0 客户数", m.p0_customers, "projects"],
+          ["跟进中销售机会", m.active_sales, "projects"],
+          ["已签约执行项目", m.execution_projects, "projects"],
+          ["有风险项目", m.risk_projects, "projects"],
           ["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"],
@@ -110,8 +109,8 @@ function renderHome() {
       </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"],
+          ["已签约合同总额", money(m.signed_amount), "projects"],
+          ["合同流程中", money(m.pipeline_amount), "projects"],
           ["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"],
@@ -174,21 +173,41 @@ 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 = `<div class="grid gap-4">
+function renderProjects() {
+  const items = state.data.operations;
+  const rows = items.map((x) => [
+    `<strong>${x.project_name}</strong><p class="text-xs text-slate-500">${x.project_version}</p>`,
+    text(x.customer_need || x.notes),
+    badge(x.current_stage || x.project_status),
+    x.expected_contract_amount ? money(x.expected_contract_amount) : "—",
+    text(x.owner || "—"),
+    `<button class="btn btn-ghost btn-sm text-blue-600" onclick="event.stopPropagation(); showTaskModal(${x.id})"><i data-lucide="eye"></i>查看</button>`
+  ]);
+  document.querySelector("#projects").innerHTML = `<div class="grid gap-4">
     ${card(formHtml([
-      { 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>新增业务机会` }), "p-4")}
-    ${renderTable(["业务机会", "优先级", "状态", "最新跟进记录"], rows, salesClicks)}
+      { label: "项目名称", input: `<input name="project_name" required>` },
+      { label: "项目版本", input: `<input name="project_version" value="v1.0">` },
+      { label: "当前阶段", input: `<select name="current_stage"><option>项目准备</option><option>项目执行</option><option>项目验收</option><option>验收完毕</option></select>` },
+      { label: "项目金额", input: `<input name="expected_contract_amount" type="number" step="0.01" placeholder="万元">` },
+      { label: "负责人", input: `<input name="owner">` },
+    ], { handler: "createOperation", text: "新增项目" }), "p-4")}
+    ${renderTable(["项目", "项目说明", "当前阶段", "项目金额", "负责人", "进展"], rows, items.map((x) => ({ resource: "operations", id: x.id })))}
   </div>`;
 }
 
+function showTaskModal(projectId) {
+  const project = state.data.operations.find((x) => x.id === projectId);
+  const tasks = (state.data.tasks || []).filter((t) => t.project_id === projectId);
+  const phases = ["项目准备", "项目执行", "项目验收", "验收完毕"];
+  document.querySelector("#taskModal").innerHTML = `<div class="task-overlay" onclick="closeTaskModal()"><div class="task-panel" onclick="event.stopPropagation()"><div class="flex items-center justify-between border-b border-slate-200 px-6 py-4"><h2 class="text-lg font-bold">${project.project_name} · 任务清单</h2><button class="btn btn-ghost btn-sm" onclick="closeTaskModal()">关闭</button></div><div class="grid gap-4 p-6">${phases.map((phase) => {
+    const pt = tasks.filter((t) => t.phase === phase);
+    return `<div class="rounded-lg border border-slate-200"><div class="rounded-t-lg bg-slate-50 px-4 py-2.5 font-semibold text-slate-700 text-sm">${phase}${pt.length ? ` <span class="text-slate-400 font-normal">(${pt.filter(t=>t.task).length}/${pt.length})</span>` : ""}</div><div class="p-3 grid gap-2">${pt.length ? pt.map((t) => `<div class="flex items-start gap-3 rounded-md bg-white px-3 py-2 text-sm"><input type="checkbox" class="mt-0.5" ${t.task ? "" : "checked disabled"}><div class="flex-1"><p class="text-slate-800">${t.milestone ? `<strong>${t.milestone}</strong>：` : ""}${t.task}</p>${t.owner ? `<p class="text-xs text-slate-400 mt-0.5">👤 ${t.owner}${t.due_date ? " · 📅 " + t.due_date : ""}</p>` : ""}</div></div>`).join("") : `<p class="text-sm text-slate-400 py-2 text-center">暂无任务</p>`}</div></div>`;
+  }).join("")}</div></div></div>`;
+  document.querySelector("#taskModal").classList.add("active");
+}
+window.closeTaskModal = () => document.querySelector("#taskModal").classList.remove("active");
+
 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 = `<div class="grid gap-4">
@@ -232,22 +251,6 @@ window.uploadFile = async (event, module, ownerId, version, category) => {
   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) => [`<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">
-    ${card(formHtml([
-      { label: "项目名称", input: `<input name="project_name" required>` },
-      { label: "项目版本", input: `<input name="project_version" value="v1.0">` },
-      { label: "项目类型", input: `<select name="project_type"><option value="opportunity">业务机会项目</option><option value="execution">已签约执行项目</option></select>` },
-      { label: "状态", input: `<input name="project_status" value="线索发现">` },
-    ], { handler: "createOperation", text: "新增项目" }), "p-4")}
-    <div class="flex gap-2">${[["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", "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">

static/styles.css

@@ -489,3 +489,16 @@ td {
   color: #64748b;
   margin: 4px 0;
 }
+
+/* Task Modal */
+.task-modal { display: none; }
+.task-modal.active { display: block; }
+.task-overlay {
+  position: fixed; inset: 0; background: rgba(15,23,42,0.4); z-index: 200;
+  display: flex; align-items: flex-start; justify-content: center;
+  padding-top: 60px; overflow-y: auto;
+}
+.task-panel {
+  background: white; border-radius: 12px; width: 800px; max-width: 90vw;
+  box-shadow: 0 20px 60px rgba(0,0,0,0.15); margin-bottom: 60px;
+}

templates/index.html

@@ -36,23 +36,22 @@
 
     <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>业务机会</button>
+      <button data-tab="projects"><i data-lucide="briefcase-business"></i>重点项目</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>
       <button data-tab="finance"><i data-lucide="wallet-cards"></i>财务管理</button>
     </nav>
 
     <main class="px-8 py-6">
       <section id="home" class="panel active"></section>
-      <section id="sales" class="panel"></section>
+      <section id="projects" class="panel"></section>
       <section id="proposals" class="panel"></section>
-      <section id="operations" class="panel"></section>
       <section id="products" class="panel"></section>
       <section id="finance" class="panel"></section>
     </main>
 
     <aside id="drawer" class="drawer" aria-hidden="true"></aside>
+    <div id="taskModal" class="task-modal"></div>
     <script src="{{ url_for('static', filename='app.js') }}"></script>
   </body>
 </html>