v1.4.1 — 任务表单增加「卡点&备注」字段，任务行显示卡点红色标记

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"],
+          ["P0 客户数", m.p0_customers, "projects"],
-          ["跟进中销售机会", m.active_sales, "sales"],
+          ["跟进中销售机会", m.active_sales, "projects"],
-          ["已签约执行项目", m.execution_projects, "operations"],
+          ["已签约执行项目", m.execution_projects, "projects"],
-          ["有风险项目", m.risk_projects, "operations"],
+          ["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">
         ${[
-          ["已签约合同总额", money(m.signed_amount), "operations"],
+          ["已签约合同总额", money(m.signed_amount), "projects"],
-          ["合同流程中", money(m.pipeline_amount), "operations"],
+          ["合同流程中", money(m.pipeline_amount), "projects"],
           ["年度累计确收", money(m.revenue_annual), "finance"],
           ["Q2 累计确收", money(m.revenue_q2), "finance"],
           ["年度累计毛利", money(m.gross_annual), "finance"],
@@ -171,24 +170,124 @@ window.createSales = (event) => createResource(event, "sales");
 window.createProposal = (event) => createResource(event, "proposals");
 window.createOperation = (event) => createResource(event, "operations");
 window.createProduct = (event) => createResource(event, "products");
+
+window.openTaskForm = (projectId, taskId) => {
+  const form = document.querySelector(`#task-form-${projectId}`);
+  form.classList.remove("hidden");
+  if (taskId === null) {
+    // new task
+    document.querySelector(`#task-id-${projectId}`).value = "";
+    document.querySelector(`#task-name-${projectId}`).value = "";
+    document.querySelector(`#task-phase-${projectId}`).value = "项目准备";
+    document.querySelector(`#task-owner-${projectId}`).value = "";
+    document.querySelector(`#task-due-${projectId}`).value = "";
+    document.querySelector(`#task-notes-${projectId}`).value = "";
+    document.querySelector(`#task-submit-btn-${projectId}`).textContent = "确认新增";
+  } else {
+    // edit task
+    const task = (state.data.tasks || []).find((t) => t.id === taskId);
+    if (!task) return;
+    document.querySelector(`#task-id-${projectId}`).value = task.id;
+    document.querySelector(`#task-name-${projectId}`).value = task.task || "";
+    document.querySelector(`#task-phase-${projectId}`).value = task.phase || "项目准备";
+    document.querySelector(`#task-owner-${projectId}`).value = task.owner || "";
+    document.querySelector(`#task-due-${projectId}`).value = task.due_date || "";
+    document.querySelector(`#task-notes-${projectId}`).value = task.notes || "";
+    document.querySelector(`#task-blockers-${projectId}`).value = task.blockers || "";
+    document.querySelector(`#task-submit-btn-${projectId}`).textContent = "保存修改";
+  }
+  form.scrollIntoView({ behavior: "smooth" });
+};
+
+window.submitTaskForm = async (event, projectId) => {
+  event.preventDefault();
+  const form = event.currentTarget;
+  const data = Object.fromEntries(new FormData(form).entries());
+  data.project_id = projectId;
+  const taskId = data.task_id;
+  delete data.task_id;
+  try {
+    if (taskId) {
+      await api(`/api/tasks/${taskId}`, { method: "PUT", body: JSON.stringify({ data }) });
+    } else {
+      await api("/api/tasks", { method: "POST", body: JSON.stringify({ data }) });
+    }
+    form.reset();
+    form.classList.add("hidden");
+    await load();
+    showTaskModal(projectId);
+  } catch (error) {
+    alert("保存失败：" + error.message);
+  }
+};
 window.createFinance = (event) => createResource(event, "finance");
 window.switchTab = switchTab;
 
-function renderSales() {
+function renderProjects() {
-  const rows = state.data.sales.map((x) => [x.target_customer, badge(x.priority), badge(x.status), text(x.latest_follow_up_record)]);
+  const items = state.data.operations;
-  const salesClicks = state.data.sales.map((x) => ({ resource: "sales", id: x.id }));
+  const rows = items.map((x) => [
-  document.querySelector("#sales").innerHTML = `<div class="grid gap-4">
+    `<strong>${x.project_name}</strong>`,
-    ${card(formHtml([
+    text(x.customer_need || x.notes),
-      { label: "业务机会", input: `<input name="target_customer" required placeholder="客户名称">` },
+    badge(x.current_stage || x.project_status),
-      { label: "优先级", input: `<select name="priority"><option>P0</option><option selected>P1</option><option>P2</option><option>P3</option></select>` },
+    x.expected_contract_amount ? money(x.expected_contract_amount) : "—",
-      { label: "状态", input: `<select name="status"><option>待跟进</option><option>跟进中</option><option>方案中</option><option>商务谈判</option><option>已签约</option><option>暂缓</option><option>已丢单</option></select>` },
+    text(x.owner || "—"),
-    ], { handler: "createSales", text: `<i data-lucide="plus"></i>新增业务机会` }), "p-4")}
+    `<button class="btn btn-ghost btn-sm text-blue-600" onclick="event.stopPropagation(); showTaskModal(${x.id})"><i data-lucide="eye"></i>查看</button>`
-    ${renderTable(["业务机会", "优先级", "状态", "最新跟进记录"], rows, salesClicks)}
+  ]);
+  document.querySelector("#projects").innerHTML = `<div class="grid gap-4">
+    <div class="flex items-center justify-between">
+      <div class="flex gap-2">
+        ${[["all","全部"],["项目准备","准备"],["项目执行","执行"],["项目验收","验收"],["验收完毕","完毕"]].map(([k,v]) => `<button class="btn ${state.opFilter === k ? "btn-primary" : "btn-ghost"} btn-sm" onclick="state.opFilter='${k}'; renderProjects()">${v}</button>`).join("")}
+      </div>
+      <button class="btn btn-primary" onclick="document.querySelector('#project-form').classList.toggle('hidden')">
+        <i data-lucide="plus"></i>新增项目
+      </button>
+    </div>
+    <div id="project-form" class="hidden">
+      ${card(formHtml([
+        { label: "项目名称", input: `<input name="project_name" required>` },
+        { 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: "确认新增" }), "p-4")}
+    </div>
+    ${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="task-header"><h2 class="task-title">${project.project_name}  ·  任务清单</h2><div class="flex items-center gap-3"><button class="btn btn-primary btn-sm" onclick="event.stopPropagation(); openTaskForm(${projectId}, null)"><i data-lucide="plus"></i>新增任务</button><button class="task-close" onclick="closeTaskModal()"><i data-lucide="x"></i></button></div></div><div class="task-body">
+    <form id="task-form-${projectId}" class="hidden task-form" onsubmit="submitTaskForm(event, ${projectId})">
+      <input type="hidden" name="task_id" id="task-id-${projectId}" value="">
+      <div class="grid grid-cols-2 gap-3">
+        <label class="task-field"><span>任务名称</span><input name="task" required id="task-name-${projectId}"></label>
+        <label class="task-field"><span>任务阶段</span><select name="phase" id="task-phase-${projectId}">${phases.map((p) => `<option>${p}</option>`).join("")}</select></label>
+        <label class="task-field"><span>负责人</span><input name="owner" id="task-owner-${projectId}"></label>
+        <label class="task-field"><span>截止时间</span><input name="due_date" type="date" id="task-due-${projectId}"></label>
+        <label class="task-field col-span-2"><span>任务说明</span><textarea name="notes" rows="2" id="task-notes-${projectId}"></textarea></label>
+        <label class="task-field col-span-2"><span>卡点&备注</span><textarea name="blockers" rows="2" id="task-blockers-${projectId}" placeholder="风险卡点、依赖项等"></textarea></label>
+      </div>
+      <div class="flex justify-end gap-2 mt-3">
+        <button type="button" class="btn btn-ghost btn-sm" onclick="document.querySelector('#task-form-${projectId}').classList.add('hidden')">取消</button>
+        <button type="submit" class="btn btn-primary btn-sm" id="task-submit-btn-${projectId}">确认新增</button>
+      </div>
+    </form>
+    ${phases.map((phase) => {
+    const pt = tasks.filter((t) => t.phase === phase);
+    if (!pt.length) return "";
+    return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list">${pt.map((t) => `<div class="task-row" data-id="${t.id}" onclick="event.stopPropagation(); openTaskForm(${projectId}, ${t.id})"><span class="task-dot"><i data-lucide="${t.status === 'done' ? 'check-circle' : 'circle'}"></i></span><div class="task-main"><span class="task-name">${t.task}</span>${t.notes ? `<span class="task-desc">${t.notes}</span>` : ""}${t.blockers ? `<span class="task-blocker">⚠ ${t.blockers}</span>` : ""}</div><span class="task-col">${t.owner || ""}</span><span class="task-col-badge">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
+  }).join("")}</div></div></div>`;
+  document.querySelector("#taskModal").classList.add("active");
+  if (window.lucide) window.lucide.createIcons();
+}
+window.closeTaskModal = () => {
+  document.querySelector("#taskModal").classList.remove("active");
+  document.querySelector("#taskModal").innerHTML = "";
+};
+
 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 +331,6 @@ 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 +489,74 @@ td {
   color: #64748b;
   margin: 4px 0;
 }
+
+/* Task Modal — Plane style */
+.task-modal { display: none; }
+.task-modal.active { display: block; }
+.task-overlay {
+  position: fixed; inset: 0; background: rgba(15,23,42,0.35); z-index: 200;
+  display: flex; align-items: flex-start; justify-content: center;
+  padding-top: 48px; overflow-y: auto;
+}
+.task-panel {
+  background: #fff; border-radius: 12px; width: 1000px; max-width: 96vw;
+  box-shadow: 0 20px 60px rgba(0,0,0,0.12); margin-bottom: 48px;
+}
+.task-header {
+  display: flex; align-items: center; justify-content: space-between;
+  padding: 16px 20px; border-bottom: 1px solid #e2e8f0;
+}
+.task-title { color: #1e293b; font-size: 15px; font-weight: 600; }
+.task-close {
+  color: #94a3b8; background: none; border: none; cursor: pointer;
+  padding: 4px; border-radius: 6px; display: flex;
+}
+.task-close:hover { color: #475569; background: #f1f5f9; }
+.task-body { padding: 20px; display: flex; flex-direction: column; gap: 16px; }
+.task-group {
+  background: #fff; border-radius: 8px;
+  border: 1px solid #e2e8f0; overflow: hidden;
+}
+.task-group-hd {
+  display: flex; align-items: center; gap: 8px;
+  padding: 10px 16px; background: #f8fafc;
+}
+.task-group-icon { color: #64748b; display: flex; }
+.task-group-label { color: #334155; font-size: 13px; font-weight: 600; }
+.task-group-n {
+  background: #e2e8f0; color: #64748b; font-size: 11px;
+  padding: 1px 7px; border-radius: 10px;
+}
+.task-group-list { display: flex; flex-direction: column; }
+.task-row {
+  display: flex; align-items: center; gap: 16px;
+  padding: 10px 16px; border-top: 1px solid #f1f5f9;
+  cursor: pointer;
+}
+.task-row:hover { background: #f8fafc; }
+.task-dot { display: flex; color: #cbd5e1; flex-shrink: 0; }
+.task-main { flex: 1; min-width: 0; display: flex; flex-direction: column; gap: 2px; }
+.task-name { color: #1e293b; font-size: 13px; }
+.task-desc { color: #94a3b8; font-size: 12px; word-wrap: break-word; overflow-wrap: break-word; }
+.task-blocker { color: #dc2626; font-size: 12px; word-wrap: break-word; overflow-wrap: break-word; }
+.task-col { color: #64748b; font-size: 12px; white-space: nowrap; width: 100px; text-align: right; }
+.task-col-badge { color: #64748b; font-size: 12px; white-space: nowrap; width: 90px; text-align: right; }
+.task-none { color: #94a3b8; font-size: 13px; padding: 12px 14px; text-align: center; border-top: 1px solid #f1f5f9; }
+.task-form {
+  background: #f8fafc; border: 1px solid #e2e8f0; border-radius: 8px;
+  padding: 14px; margin-bottom: 16px;
+}
+.task-field { display: flex; flex-direction: column; gap: 4px; }
+.task-field span { color: #64748b; font-size: 12px; }
+.task-field input, .task-field select, .task-field textarea {
+  background: #fff; border: 1px solid #e2e8f0; border-radius: 6px;
+  color: #1e293b; font-size: 13px; padding: 6px 10px; outline: none;
+}
+.task-field input:focus, .task-field select:focus, .task-field textarea:focus { border-color: #2563eb; }
+.col-span-2 { grid-column: span 2; }
+.task-group-add {
+  display: block; width: 100%; padding: 10px; text-align: center;
+  color: #6b6d75; font-size: 13px; background: none; border: none;
+  border-top: 1px solid #24272d; cursor: pointer;
+}
+.task-group-add:hover { color: #e4e5e7; background: #24272d; }

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>