Compare commits
6 Commits
| Author | SHA1 | Date | |
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f4b69449b2 | ||
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7bdde246bc | ||
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ea1e477c31 | ||
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dcc59a9bc6 | ||
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ead6f2ac46 | ||
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9471ee3e85 |
@@ -17,7 +17,7 @@ def run_migrations():
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"""
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from migrations.tables import migrate_create_tables
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from migrations.columns import migrate_add_columns
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from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields, migrate_fix_service_fee_standard, migrate_fix_expense_status, migrate_rename_xuehui_to_xueshu, migrate_rename_zong_to_overview
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from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields, migrate_fix_service_fee_standard, migrate_fix_expense_status, migrate_rename_xuehui_to_xueshu, migrate_rename_zong_to_overview, migrate_add_test_tenant
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from migrations.data_split import migrate_data_split
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from migrations.seed import migrate_seed_users, migrate_seed_demo_data
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@@ -30,6 +30,7 @@ def run_migrations():
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migrate_fix_expense_status()
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migrate_rename_xuehui_to_xueshu()
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migrate_rename_zong_to_overview()
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migrate_add_test_tenant()
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migrate_data_split()
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migrate_seed_users()
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migrate_seed_demo_data()
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@@ -157,3 +157,26 @@ def migrate_rename_zong_to_overview():
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pass
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finally:
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conn.close()
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def migrate_add_test_tenant():
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"""为所有 opc_owner 用户添加 测试·无界 工作台权限"""
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from db import db, mysql
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conn = db()
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try:
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cur = conn.cursor(dictionary=True)
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cur.execute("SELECT id, username FROM users WHERE role = 'opc_owner'")
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users = cur.fetchall()
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added = 0
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for u in users:
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cur.execute("SELECT id FROM user_tenants WHERE user_id = %s AND tenant = %s", (u["id"], "测试·无界"))
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if not cur.fetchone():
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cur.execute("INSERT INTO user_tenants (user_id, tenant) VALUES (%s, %s)", (u["id"], "测试·无界"))
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added += 1
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if added:
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conn.commit()
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print(f"[migrate] 为 {added} 个 opc_owner 用户添加了 '测试·无界' 工作台权限")
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cur.close()
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finally:
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conn.close()
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@@ -14,7 +14,7 @@ from helpers import add_file_index, attach_common, monthly_finance
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bp = Blueprint("api", __name__)
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ALL_TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界"]
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ALL_TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界", "测试·无界"]
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TABLES = {
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"sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
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@@ -75,7 +75,7 @@ def auth_login():
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session["display_name"] = user["display_name"]
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session["role"] = user["role"]
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if user["role"] == "admin":
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session["tenants"] = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界"]
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session["tenants"] = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界", "测试·无界"]
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else:
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ut = rows(conn, "SELECT tenant FROM user_tenants WHERE user_id=?", (user["id"],))
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session["tenants"] = [x["tenant"] for x in ut]
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@@ -4,7 +4,7 @@ function renderExpense() {
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var records = state.data.expense || [];
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var money = function(v) { return '¥ ' + (Number(v || 0)).toLocaleString('zh-CN', { minimumFractionDigits: 0, maximumFractionDigits: 2 }); };
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var esc = function(s) { return (s || '').replace(/&/g, '&').replace(/</g, '<').replace(/>/g, '>').replace(/"/g, '"'); };
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var EXPENSE_TYPES = ['通用费用','平台采购','人力成本','研发费用','奖金','其他'];
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var EXPENSE_TYPES = ['人力成本','研发费用','奖金','平台采购','通用费用','其他'];
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var STATUS_OPTIONS = ['计入费用','暂不计入'];
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// 排序状态
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@@ -78,12 +78,16 @@ function renderExpense() {
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dateSelect = '<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="setExpenseQuarter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px">' + quarterOpts.replace('value="' + state.expenseQuarter + '"', 'value="' + state.expenseQuarter + '" selected') + '</select>';
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}
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// Toolbar
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var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setExpenseView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select><span class="text-sm text-slate-500 ml-3">类型：</span><select onchange="setExpenseFilter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="全部"' + (typeFilter==='全部'?' selected':'') + '>全部 (' + records.length + ')</option>';
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// 类型 Tab 按钮
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var typeTabs = '<div class="finance-tabs" style="display:flex;gap:4px;flex-wrap:wrap"><button onclick="setExpenseFilter(\'全部\')" class="finance-tab' + (typeFilter==='全部'?' active':'') + '" style="font-size:13px;font-weight:600;padding:6px 14px">全部 (' + records.length + ')</button>';
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EXPENSE_TYPES.forEach(function(t) {
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toolbar += '<option value="' + t + '"' + (typeFilter===t?' selected':'') + '>' + t + ' (' + records.filter(function(r){return r.expense_type===t}).length + ')</option>';
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var cnt = records.filter(function(r){return r.expense_type===t}).length;
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typeTabs += '<button onclick="setExpenseFilter(\'' + t + '\')" class="finance-tab' + (typeFilter===t?' active':'') + '" style="font-size:13px;font-weight:600;padding:6px 14px">' + t + ' (' + cnt + ')</button>';
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});
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toolbar += '</select>' + dateSelect;
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typeTabs += '</div>';
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// Toolbar（视图+日期选择器）
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var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setExpenseView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select>' + dateSelect;
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// 排序箭头
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var sortArrow = function(key) {
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@@ -119,12 +123,12 @@ function renderExpense() {
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var target = document.querySelector("#financeExpense") || document.querySelector("#financeTabExpense") || document.querySelector("#expense");
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if (!target) return;
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target.innerHTML = '<div class="grid gap-4">' +
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'<div class="card p-3"><div class="flex justify-between items-center"><div class="flex items-center gap-2">' + toolbar + '</div><button class="btn btn-primary btn-sm" onclick="openExpenseModal()">新增费用</button></div></div>' +
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'<div class="grid grid-cols-3 gap-3">' +
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'<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">费用记录</span><strong class="mt-2 block text-xl">' + filtered.length + '</strong></div>' +
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'<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">总费用</span><strong class="mt-2 block text-xl">' + money(totalAmount) + '</strong></div>' +
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'<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">已发生金额</span><strong class="mt-2 block text-xl">' + money(totalIncurred) + '</strong></div>' +
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'<div class="grid grid-cols-3 gap-1.5 mb-1.5">' +
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'<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">费用记录</span> <strong class="text-base text-slate-700">' + filtered.length + '</strong></div>' +
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'<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">总费用</span> <strong class="text-base text-rose-600">' + money(totalAmount) + '</strong></div>' +
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'<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">已发生金额</span> <strong class="text-base text-purple-600">' + money(totalIncurred) + '</strong></div>' +
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'</div>' +
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'<div class="card p-3"><div class="flex justify-between items-center flex-wrap gap-2"><div class="flex items-center gap-2">' + toolbar + '<div class="flex items-center gap-1">' + typeTabs + '</div></div><button class="btn btn-primary btn-sm" onclick="openExpenseModal()">新增费用</button></div></div>' +
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modal +
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'<div class="card p-4"><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'expense_month\')">月份' + sortArrow('expense_month') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'expense_type\')">费用类型' + sortArrow('expense_type') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'status\')">状态' + sortArrow('status') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'amount\')">金额' + sortArrow('amount') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'incurred_amount\')">已发生金额' + sortArrow('incurred_amount') + '</th><th class="p-2 text-center font-semibold">费用说明</th></tr></thead><tbody>' + tableRows + '</tbody></table></div></div>' +
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'</div>';
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@@ -194,13 +198,10 @@ window.saveExpense = async function(event) {
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var resp = await fetch(url, { method: method, headers: { "Content-Type": "application/json" }, body: JSON.stringify({ data: Object.assign({}, data, { tenant: state.tenant }) }) });
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if (!resp.ok) { var err = await resp.text(); alert("保存失败：" + err); return; }
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var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
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if (bResp.ok) {
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var bd = await bResp.json();
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state.data = bd;
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applyUserTenants();
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renderExpense();
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}
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try {
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state.data.expense = await fetch("/api/expense/list?tenant=" + encodeURIComponent(state.tenant)).then(r => r.json());
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} catch(e) {}
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renderExpense();
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closeExpenseModal();
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};
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@@ -209,11 +210,8 @@ window.deleteExpenseItem = async function() {
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if (!id || !confirm("确定删除？")) return;
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var resp = await fetch("/api/expense/" + id, { method: "DELETE" });
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if (!resp.ok) { alert("删除失败"); return; }
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var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
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if (bResp.ok) {
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var bd = await bResp.json();
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state.data = bd;
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applyUserTenants();
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renderExpense();
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}
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try {
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state.data.expense = await fetch("/api/expense/list?tenant=" + encodeURIComponent(state.tenant)).then(r => r.json());
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} catch(e) {}
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renderExpense();
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};
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@@ -118,12 +118,12 @@ function renderFinance() {
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const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('overview')" class="finance-tab${state.finFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600">经营月报</button><button onclick="switchFinFilter('quarterlyOverview')" class="finance-tab${state.finFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">经营季报</button>${isOverviewMode ? '' : `<button onclick="switchFinFilter('projects')" class="finance-tab${state.finFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目管理 (${pfs.length})</button><button onclick="switchFinFilter('expense')" class="finance-tab${state.finFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用</button>`}</div>`;
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document.querySelector("#finance").innerHTML = `<div class="grid gap-2">
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${finFilterTabs}
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${isOverviewMode ? '' : `<div class="flex items-center gap-3 px-4 py-2 rounded-lg border" style="background:linear-gradient(135deg,#fef9c3,#fde047);border-color:#eab308">
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<i data-lucide="lightbulb" class="text-yellow-700 flex-shrink-0" style="width:18px;height:18px"></i>
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<span class="text-sm text-yellow-900"><strong>已发生模块：</strong>只记录，已经发生的确收，毛利，回款，成本，支出</span>
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</div>`}
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${state.finFilter !== 'expense' && state.finFilter !== 'overview' && state.finFilter !== 'quarterlyOverview' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4") : ''}
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${finFilterTabs}
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${state.finFilter !== 'expense' && state.finFilter !== 'overview' && state.finFilter !== 'quarterlyOverview' ? '' : ''}
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<div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
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<div class="finance-tabs">
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<button class="finance-tab active" data-tab="info" onclick="switchFinanceTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
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@@ -256,6 +256,7 @@ function renderFinance() {
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const METRIC_CARDS = [
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{ label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },
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{ label: '已确收', hideUnsigned: true, value: ctx => moneyWan(ctx.sumRev), color: 'text-blue-700' },
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{ label: '待回款', hideUnsigned: true, value: ctx => { const v = ctx.sumRev - ctx.sumPay; return { val: v < 0 ? '超额回款 ' + moneyWan(Math.abs(v)) : moneyWan(v), cls: v > 0 ? 'text-red-600' : v < 0 ? 'text-green-600' : 'text-slate-400' }; }, color: null },
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{ label: '毛利', value: ctx => moneyWan(ctx.sumGross), color: 'text-green-700' },
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{ label: '成本（不含平台费用）', value: ctx => moneyWan(ctx.sumCost), color: 'text-rose-700' },
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{ label: '回款', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPay), color: 'text-amber-700' },
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@@ -263,7 +264,6 @@ function renderFinance() {
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{ label: '现金流（回款-支出）', hideUnsigned: true, value: ctx => { const v = ctx.sumPay - ctx.sumPaid; return { val: moneyWan(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
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{ label: '毛利率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumGross ? Math.round(ctx.sumGross / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
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{ label: '回款率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumPay ? Math.round(ctx.sumPay / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
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{ label: '付款率', hideUnsigned: true, value: ctx => ctx.sumCost && ctx.sumPaid ? Math.round(ctx.sumPaid / ctx.sumCost * 100) + '%' : '—', color: 'text-slate-500' },
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].filter(c => true);
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// 列排序（默认按确收金额从高到低）
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@@ -300,6 +300,7 @@ function renderFinance() {
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{ key: 'payment', label: '回款' }, { key: 'pay_rate', label: '回款率' },
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{ key: 'cost', label: '成本' }, { key: 'paid', label: '支出' }, { key: 'paid_rate', label: '付款率' },
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{ key: 'cashflow', label: '现金流' },
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{ key: 'pending', label: '待回款' },
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];
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const UNSIGNED_COLS = [
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{ key: 'client_name', label: '客户' }, { key: 'customer_name', label: '项目名称' }, { key: 'sign_amount', label: '签约金额' },
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@@ -322,6 +323,7 @@ function renderFinance() {
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? '合同 → 毛利 → 成本 → 项目利润'
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: '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 支出 → 现金流 → 执行率 → 毛利率 → 回款率 → 付款率';
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return `<div class="grid ${cardGrid} gap-1.5 mb-1.5">${cards.map(([l, v, c]) => '<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">' + l + '</span> <strong class="text-base ' + c + '">' + v + '</strong></div>').join("")}</div>` +
|
||||
`${isUnsigned ? '' : `<div class="mb-1.5">${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4")}</div>`}` +
|
||||
card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-400 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
|
||||
};
|
||||
|
||||
@@ -336,6 +338,9 @@ function renderFinance() {
|
||||
const grossR = rev && gross ? Math.round(gross / rev * 100) + '%' : '<span class="text-slate-300">—</span>';
|
||||
const cf = cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>';
|
||||
const cfCls = cashflow >= 0 ? 'text-green-600' : 'text-red-600';
|
||||
const pending = rev - payment;
|
||||
const pendingCls = pending > 0 ? 'text-red-600' : pending < 0 ? 'text-green-600' : 'text-slate-400';
|
||||
const pendingVal = pending ? money(pending) : '<span class="text-slate-300">—</span>';
|
||||
var budgetArr = [];
|
||||
var expenseArr = [];
|
||||
try { budgetArr = JSON.parse(pf.budget_data || "[]"); } catch(e) {}
|
||||
@@ -356,9 +361,9 @@ function renderFinance() {
|
||||
var bRev = parseFloat(b.rev || 0), bGross = parseFloat(b.gross || 0), bPay = parseFloat(b.payment || 0);
|
||||
var eCost = parseFloat(exp.cost || 0), ePaid = parseFloat(exp.paid || 0);
|
||||
var bCf = bPay - ePaid;
|
||||
return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-400">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td></tr>';
|
||||
return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-400">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td><td class="px-2 py-px text-center text-xs ' + (bRev - bPay > 0 ? 'text-red-600' : bRev - bPay < 0 ? 'text-green-600' : 'text-slate-300') + '">' + (bRev - bPay ? money(bRev - bPay) : '—') + '</td></tr>';
|
||||
}).join('');
|
||||
return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();finToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="fin_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center align-middle text-sm">${payR}</td><td class="px-2 py-px text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center align-middle text-sm">${paidR}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td></tr><tr class="hidden" id="fin_expand_${pf.id}"><td colspan="13"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">月份</th><th class="px-2 py-1 text-center text-xs text-slate-400">确收</th><th class="px-2 py-1 text-center text-xs text-slate-400">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">成本</th><th class="px-2 py-1 text-center text-xs text-slate-400">支出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">现金流</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
|
||||
return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();finToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="fin_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center align-middle text-sm">${payR}</td><td class="px-2 py-px text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center align-middle text-sm">${paidR}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td><td class="px-2 py-px text-center align-middle text-sm font-semibold ${pendingCls}">${pendingVal}</td></tr><tr class="hidden" id="fin_expand_${pf.id}"><td colspan="14"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">月份</th><th class="px-2 py-1 text-center text-xs text-slate-400">确收</th><th class="px-2 py-1 text-center text-xs text-slate-400">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">成本</th><th class="px-2 py-1 text-center text-xs text-slate-400">支出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">现金流</th><th class="px-2 py-1 text-center text-xs text-slate-400">待回款</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
|
||||
};
|
||||
// 待签约简版行
|
||||
const tdRowUnsigned = (pf, cost, gross) => {
|
||||
|
||||
@@ -109,19 +109,20 @@ function renderPlan() {
|
||||
const activeQ = state.planQuarter !== undefined ? state.planQuarter : Math.floor(nowD.getMonth() / 3);
|
||||
const activeMonths = qMonths[activeQ];
|
||||
const yearOpts = [2024,2025,2026,2027];
|
||||
const finHeaderBase = `<div class="flex items-center gap-2"><button onclick="setPlanView('overview')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='overview'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">总视图</button><span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">年份：</span><select onchange="setPlanYear(this.value)" class="px-2 py-0.5 rounded text-sm font-medium border border-slate-200 bg-white">${yearOpts.map(y => `<option value="${y}" ${state.planYear===y?'selected':''}>${y}</option>`).join('')}</select><span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">季度：</span>${qLabels.map((q,i) => `<button onclick="setPlanQuarter(${i})" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='quarterly'&&activeQ===i?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${q}</button>`).join('')}<span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">月度：</span>${activeMonths.map(m => { const ms = `${state.planYear}-${String(m).padStart(2,'0')}`; return `<button onclick="setPlanMonth('${ms}')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='monthly'&&state.planMonth===ms?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${m}月</button>`; }).join('')}</div>`;
|
||||
const finHeaderBase = `<div class="flex items-center gap-2"><button onclick="setPlanView('overview')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='overview'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">总视图</button><span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">年份：</span><select onchange="setPlanYear(this.value)" class="px-2 py-0.5 rounded text-sm font-medium border border-slate-200 bg-white">${yearOpts.map(y => `<option value="${y}" ${state.planYear===y?'selected':''}>${y}</option>`).join('')}</select><span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">季度：</span>${qLabels.map((q,i) => `<button onclick="setPlanQuarter(${i})" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='quarterly'&&activeQ===i?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${q}</button>`).join('')}<span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">月度：</span>${activeMonths.map(m => { const ms = `${state.planYear}-${String(m).padStart(2,'0')}`; return `<button onclick="setPlanMonth('${ms}')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='monthly'&&state.planMonth===ms?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${m}月</button>`; }).join('')}<span class="text-slate-300 mx-2">|</span><button onclick="setPlanStatusFilter('unsigned')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planStatusFilter==='unsigned'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">待签约</button><button onclick="setPlanStatusFilter('signed')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planStatusFilter==='signed'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">已签约</button><button onclick="setPlanStatusFilter('paymentonly')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planStatusFilter==='paymentonly'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">只付款</button></div>`;
|
||||
const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openPlanModal()">新增财务项目</button>`;
|
||||
|
||||
const isOverviewMode = false;
|
||||
const planFilterTabs = `<div class="finance-tabs" style="padding:0 0 0 0;border-bottom:1px solid #e2e8f0;margin-bottom:0;display:flex;gap:4px"><button onclick="switchPlanFilter('overview')" class="finance-tab${state.planFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600;padding:8px 16px;margin-right:0">经营月报</button><button onclick="switchPlanFilter('quarterlyOverview')" class="finance-tab${state.planFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">经营季报</button>${isOverviewMode ? '' : `<button onclick="switchPlanFilter('projects')" class="finance-tab${state.planFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目管理 (${pfs.length})</button><button onclick="switchPlanFilter('expense')" class="finance-tab${state.planFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用计划</button>`}</div>`;
|
||||
const planFilterTabs = `<div class="finance-tabs" style="padding:0 0 0 0;border-bottom:1px solid #e2e8f0;margin-bottom:0;display:flex;gap:4px"><button onclick="switchPlanFilter('overview')" class="finance-tab${state.planFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600;padding:8px 16px;margin-right:0">经营月报</button><button onclick="switchPlanFilter('quarterlyOverview')" class="finance-tab${state.planFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">经营季报</button>${isOverviewMode ? '' : `<button onclick="switchPlanFilter('projects')" class="finance-tab${state.planFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目管理 (${pfs.length})</button><button onclick="switchPlanFilter('expense')" class="finance-tab${state.planFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用</button>`}</div>`;
|
||||
|
||||
document.querySelector("#plan").innerHTML = `<div class="grid gap-2">
|
||||
${planFilterTabs}
|
||||
${isOverviewMode ? '' : `<div class="flex items-center gap-3 px-4 py-2 rounded-lg border" style="background:linear-gradient(135deg,#dbeafe,#bfdbfe);border-color:#3b82f6">
|
||||
<i data-lucide="lightbulb" class="text-blue-600 flex-shrink-0" style="width:18px;height:18px"></i>
|
||||
<span class="text-sm text-blue-900"><strong>计划提醒：</strong>计划也是预算，只有真正能够列出计划的预算，才有靠谱的落地可能性</span>
|
||||
${isOverviewMode ? '' : `<div class="flex items-center gap-3 px-4 py-2 rounded-lg border" style="background:linear-gradient(135deg,#fef9c3,#fde047);border-color:#eab308">
|
||||
<i data-lucide="lightbulb" class="text-yellow-700 flex-shrink-0" style="width:18px;height:18px"></i>
|
||||
<span class="text-sm text-yellow-900"><strong>预算：</strong>OPC 对每一个项目确收，毛利，回款，成本，支付，现金流，按月做出规划，回头对比已发生，看预算的准确率</span>
|
||||
</div>`}
|
||||
${state.planFilter !== 'expense' && state.planFilter !== 'overview' && state.planFilter !== 'quarterlyOverview' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4") : ''}
|
||||
${planFilterTabs}
|
||||
${state.planFilter !== 'expense' && state.planFilter !== 'overview' && state.planFilter !== 'quarterlyOverview' ? '' : (state.planFilter === 'expense' ? '' : '')}
|
||||
${state.planFilter !== 'expense' && state.planFilter !== 'overview' && state.planFilter !== 'quarterlyOverview' ? '' : ''}
|
||||
<div id="planModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="planModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="planDeleteBtn" onclick="deletePlanItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closePlanModal()"><i data-lucide="x"></i></button></div></div>
|
||||
<div class="finance-tabs">
|
||||
<button class="finance-tab active" data-tab="info" onclick="switchPlanTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
|
||||
@@ -254,6 +255,7 @@ function renderPlan() {
|
||||
const METRIC_CARDS = [
|
||||
{ label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },
|
||||
{ label: '已确收', hideUnsigned: true, value: ctx => moneyWan(ctx.sumRev), color: 'text-blue-700' },
|
||||
{ label: '待回款', hideUnsigned: true, value: ctx => { const v = ctx.sumRev - ctx.sumPay; return { val: v < 0 ? '超额回款 ' + moneyWan(Math.abs(v)) : moneyWan(v), cls: v > 0 ? 'text-red-600' : v < 0 ? 'text-green-600' : 'text-slate-400' }; }, color: null },
|
||||
{ label: '毛利', value: ctx => moneyWan(ctx.sumGross), color: 'text-green-700' },
|
||||
{ label: '成本（不含平台费用）', value: ctx => moneyWan(ctx.sumCost), color: 'text-rose-700' },
|
||||
{ label: '回款', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPay), color: 'text-amber-700' },
|
||||
@@ -261,7 +263,6 @@ function renderPlan() {
|
||||
{ label: '现金流（回款-支出）', hideUnsigned: true, value: ctx => { const v = ctx.sumPay - ctx.sumPaid; return { val: moneyWan(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
|
||||
{ label: '毛利率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumGross ? Math.round(ctx.sumGross / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
|
||||
{ label: '回款率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumPay ? Math.round(ctx.sumPay / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
|
||||
{ label: '付款率', hideUnsigned: true, value: ctx => ctx.sumCost && ctx.sumPaid ? Math.round(ctx.sumPaid / ctx.sumCost * 100) + '%' : '—', color: 'text-slate-500' },
|
||||
].filter(c => true);
|
||||
|
||||
// 列排序（默认按确收金额从高到低）
|
||||
@@ -310,6 +311,7 @@ function renderPlan() {
|
||||
{ key: 'paid', label: '付款' },
|
||||
{ key: 'paid_rate', label: '付款率' },
|
||||
{ key: 'cashflow', label: '现金流' },
|
||||
{ key: 'pending', label: '待回款' },
|
||||
];
|
||||
const UNSIGNED_COLS = [
|
||||
{ key: 'client_name', label: '客户' },
|
||||
@@ -338,10 +340,26 @@ function renderPlan() {
|
||||
? '合同 → 毛利 → 成本 → 项目利润'
|
||||
: '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流';
|
||||
return `<div class="grid ${cardGrid} gap-1.5 mb-1.5">${cards.map(([l, v, c]) => '<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">' + l + '</span> <strong class="text-base ' + c + '">' + v + '</strong></div>').join("")}</div>` +
|
||||
`${isUnsigned ? '' : `<div class="mb-1.5">${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4")}</div>`}` +
|
||||
card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-400 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
|
||||
};
|
||||
|
||||
const fmtNoUnit = (v) => v ? `<span class="font-medium">${Number(v||0).toLocaleString('zh-CN')}</span>` : '<span class="text-slate-300">—</span>';
|
||||
|
||||
// 状态过滤函数
|
||||
const filterByStatus = (items) => {
|
||||
var sf = state.planStatusFilter || 'all';
|
||||
if (sf === 'all') return items;
|
||||
return items.filter(d => {
|
||||
if (sf === 'unsigned') return (d.pf.project_type || '待签约') === '待签约';
|
||||
if (sf === 'signed') return (d.pf.project_type || '待签约') === '已签约';
|
||||
if (sf === 'paymentonly') {
|
||||
return (!d.rev && !d.gross && !d.payment) && (d.cost || d.paid);
|
||||
}
|
||||
return true;
|
||||
});
|
||||
};
|
||||
|
||||
const tdRow = (pf, rev, payment, cost, paid, gross) => {
|
||||
const cashflow = payment - paid;
|
||||
const payRVal = rev && payment ? Math.round(payment / rev * 100) : null;
|
||||
@@ -351,6 +369,9 @@ function renderPlan() {
|
||||
const grossR = rev && gross ? Math.round(gross / rev * 100) + '%' : '<span class="text-slate-300">—</span>';
|
||||
const cf = cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>';
|
||||
const cfCls = cashflow >= 0 ? 'text-green-600' : 'text-red-600';
|
||||
const pending = rev - payment;
|
||||
const pendingCls = pending > 0 ? 'text-red-600' : pending < 0 ? 'text-green-600' : 'text-slate-400';
|
||||
const pendingVal = pending ? money(pending) : '<span class="text-slate-300">—</span>';
|
||||
var budgetArr = [];
|
||||
var expenseArr = [];
|
||||
try { budgetArr = JSON.parse(pf.budget_data || "[]"); } catch(e) {}
|
||||
@@ -371,9 +392,9 @@ function renderPlan() {
|
||||
var bRev = parseFloat(b.rev || 0), bGross = parseFloat(b.gross || 0), bPay = parseFloat(b.payment || 0);
|
||||
var eCost = parseFloat(exp.cost || 0), ePaid = parseFloat(exp.paid || 0);
|
||||
var bCf = bPay - ePaid;
|
||||
return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-400">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td></tr>';
|
||||
return '<tr class="bg-slate-50"><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-slate-400">' + m + '</td><td class="px-2 py-px text-center text-xs text-blue-600">' + (bRev ? money(bRev) : '—') + '</td><td class="px-2 py-px text-center text-xs text-green-600">' + (bGross ? money(bGross) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-amber-600">' + (bPay ? money(bPay) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs text-rose-600">' + (eCost ? money(eCost) : '—') + '</td><td class="px-2 py-px text-center text-xs text-purple-600">' + (ePaid ? money(ePaid) : '—') + '</td><td class="px-2 py-px"></td><td class="px-2 py-px text-center text-xs ' + (bCf >= 0 ? 'text-green-600' : 'text-red-600') + '">' + (bCf ? money(bCf) : '—') + '</td><td class="px-2 py-px text-center text-xs ' + (bRev - bPay > 0 ? 'text-red-600' : bRev - bPay < 0 ? 'text-green-600' : 'text-slate-300') + '">' + (bRev - bPay ? money(bRev - bPay) : '—') + '</td></tr>';
|
||||
}).join('');
|
||||
return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="planOpenPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();planToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="plan_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('weight', pf.id, 'weight', pf.weight || '20%', ['20%','40%','60%','80%','100%'])}</td><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('ptype', pf.id, 'project_type', pf.project_type || '待签约', ['待签约','已签约'])}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center align-middle text-sm">${payR}</td><td class="px-2 py-px text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center align-middle text-sm">${paidR}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td></tr><tr class="hidden" id="plan_expand_${pf.id}"><td colspan="15"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">月份</th><th class="px-2 py-1 text-center text-xs text-slate-400">确收</th><th class="px-2 py-1 text-center text-xs text-slate-400">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">成本</th><th class="px-2 py-1 text-center text-xs text-slate-400">支出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">现金流</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
|
||||
return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="planOpenPfEditModal(${pf.id})"><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation();planToggleExpand(${pf.id})"><i data-lucide="chevron-right" style="width:14px;height:14px;color:#94a3b8" id="plan_expand_icon_${pf.id}"></i></td><td class="px-2 py-px text-center align-middle text-sm truncate" style="max-width:100px" title="${esc(pf.client_name || '')}">${esc(pf.client_name || "")}</td><td class="px-2 py-px text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('weight', pf.id, 'weight', pf.weight || '20%', ['20%','40%','60%','80%','100%'])}</td><td class="px-2 py-px text-center align-middle text-sm" onclick="event.stopPropagation()">${planInlineSelect('ptype', pf.id, 'project_type', pf.project_type || '待签约', ['待签约','已签约'])}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="px-2 py-px text-center text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="px-2 py-px text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="px-2 py-px text-center align-middle text-sm">${grossR}</td><td class="px-2 py-px text-center text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="px-2 py-px text-center align-middle text-sm">${payR}</td><td class="px-2 py-px text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="px-2 py-px text-center text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="px-2 py-px text-center align-middle text-sm">${paidR}</td><td class="px-2 py-px text-center font-semibold align-middle ${cfCls}">${cf}</td><td class="px-2 py-px text-center align-middle text-sm font-semibold ${pendingCls}">${pendingVal}</td></tr><tr class="hidden" id="plan_expand_${pf.id}"><td colspan="16"><table class="w-full"><thead><tr class="border-b border-slate-200"><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">月份</th><th class="px-2 py-1 text-center text-xs text-slate-400">确收</th><th class="px-2 py-1 text-center text-xs text-slate-400">毛利</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">回款</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">成本</th><th class="px-2 py-1 text-center text-xs text-slate-400">支出</th><th class="px-2 py-1"></th><th class="px-2 py-1 text-center text-xs text-slate-400">现金流</th><th class="px-2 py-1 text-center text-xs text-slate-400">待回款</th></tr></thead><tbody>${detailRows}</tbody></table></td></tr>`;
|
||||
};
|
||||
// 待签约简版行
|
||||
const tdRowUnsigned = (pf, cost, gross) => {
|
||||
@@ -416,7 +437,7 @@ function renderPlan() {
|
||||
});
|
||||
});
|
||||
var sortK = state.planSort && state.planSort.key ? state.planSort.key.split('|')[1] : null;
|
||||
dataItems = sortData(dataItems, sortK);
|
||||
dataItems = filterByStatus(sortData(dataItems, sortK));
|
||||
const rows = [];
|
||||
let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
|
||||
dataItems.forEach(d => {
|
||||
@@ -471,7 +492,7 @@ function renderPlan() {
|
||||
});
|
||||
});
|
||||
var sortK = state.planSort && state.planSort.key ? state.planSort.key.split('|')[1] : null;
|
||||
dataItems = sortData(dataItems, sortK);
|
||||
dataItems = filterByStatus(sortData(dataItems, sortK));
|
||||
let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
|
||||
const rows = [];
|
||||
dataItems.forEach(d => {
|
||||
@@ -512,7 +533,7 @@ function renderPlan() {
|
||||
});
|
||||
var sortK = null;
|
||||
if (state.planSort && state.planSort.key && state.planSort.key.startsWith('sig|')) sortK = state.planSort.key.split('|')[1];
|
||||
dataItems = sortData(dataItems, sortK);
|
||||
dataItems = filterByStatus(sortData(dataItems, sortK));
|
||||
let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
|
||||
const rows = [];
|
||||
dataItems.forEach(d => {
|
||||
|
||||
@@ -4,7 +4,7 @@ function renderPlanExpense() {
|
||||
var records = state.data.planExpense || [];
|
||||
var money = function(v) { return '¥ ' + (Number(v || 0)).toLocaleString('zh-CN', { minimumFractionDigits: 0, maximumFractionDigits: 2 }); };
|
||||
var esc = function(s) { return (s || '').replace(/&/g, '&').replace(/</g, '<').replace(/>/g, '>').replace(/"/g, '"'); };
|
||||
var EXPENSE_TYPES = ['通用费用','平台采购','人力成本','研发费用','奖金','其他'];
|
||||
var EXPENSE_TYPES = ['人力成本','研发费用','奖金','平台采购','通用费用','其他'];
|
||||
var STATUS_OPTIONS = ['计入费用','暂不计入'];
|
||||
|
||||
// 排序状态
|
||||
@@ -78,12 +78,16 @@ function renderPlanExpense() {
|
||||
dateSelect = '<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="setPlanExpQuarter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px">' + quarterOpts.replace('value="' + state.planExpQuarter + '"', 'value="' + state.planExpQuarter + '" selected') + '</select>';
|
||||
}
|
||||
|
||||
// Toolbar
|
||||
var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setPlanExpView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select><span class="text-sm text-slate-500 ml-3">类型：</span><select onchange="setPlanExpFilter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="全部"' + (typeFilter==='全部'?' selected':'') + '>全部 (' + records.length + ')</option>';
|
||||
// 类型 Tab 按钮
|
||||
var typeTabs = '<div class="finance-tabs" style="display:flex;gap:4px;flex-wrap:wrap"><button onclick="setPlanExpFilter(\'全部\')" class="finance-tab' + (typeFilter==='全部'?' active':'') + '" style="font-size:13px;font-weight:600;padding:6px 14px">全部 (' + records.length + ')</button>';
|
||||
EXPENSE_TYPES.forEach(function(t) {
|
||||
toolbar += '<option value="' + t + '"' + (typeFilter===t?' selected':'') + '>' + t + ' (' + records.filter(function(r){return r.expense_type===t}).length + ')</option>';
|
||||
var cnt = records.filter(function(r){return r.expense_type===t}).length;
|
||||
typeTabs += '<button onclick="setPlanExpFilter(\'' + t + '\')" class="finance-tab' + (typeFilter===t?' active':'') + '" style="font-size:13px;font-weight:600;padding:6px 14px">' + t + ' (' + cnt + ')</button>';
|
||||
});
|
||||
toolbar += '</select>' + dateSelect;
|
||||
typeTabs += '</div>';
|
||||
|
||||
// Toolbar（视图+日期选择器）
|
||||
var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setPlanExpView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select>' + dateSelect;
|
||||
|
||||
// 排序箭头
|
||||
var sortArrow = function(key) {
|
||||
@@ -119,12 +123,12 @@ function renderPlanExpense() {
|
||||
var target = document.querySelector("#planExpenseModule") || document.querySelector("#planExpenseModule") || document.querySelector("#planExpenseContent");
|
||||
if (!target) return;
|
||||
target.innerHTML = '<div class="grid gap-4">' +
|
||||
'<div class="card p-3"><div class="flex justify-between items-center"><div class="flex items-center gap-2">' + toolbar + '</div><button class="btn btn-primary btn-sm" onclick="openPlanExpModal()">新增费用</button></div></div>' +
|
||||
'<div class="grid grid-cols-3 gap-3">' +
|
||||
'<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">费用记录</span><strong class="mt-2 block text-xl">' + filtered.length + '</strong></div>' +
|
||||
'<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">总费用</span><strong class="mt-2 block text-xl">' + money(totalAmount) + '</strong></div>' +
|
||||
'<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">现金支出</span><strong class="mt-2 block text-xl">' + money(totalIncurred) + '</strong></div>' +
|
||||
'<div class="grid grid-cols-3 gap-1.5 mb-1.5">' +
|
||||
'<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">费用记录</span> <strong class="text-base text-slate-700">' + filtered.length + '</strong></div>' +
|
||||
'<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">总费用</span> <strong class="text-base text-rose-600">' + money(totalAmount) + '</strong></div>' +
|
||||
'<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">现金支出</span> <strong class="text-base text-purple-600">' + money(totalIncurred) + '</strong></div>' +
|
||||
'</div>' +
|
||||
'<div class="card p-3"><div class="flex justify-between items-center flex-wrap gap-2"><div class="flex items-center gap-2">' + toolbar + '<div class="flex items-center gap-1">' + typeTabs + '</div></div><button class="btn btn-primary btn-sm" onclick="openPlanExpModal()">新增费用</button></div></div>' +
|
||||
modal +
|
||||
'<div class="card p-4"><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'expense_month\')">月份' + sortArrow('expense_month') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'expense_type\')">费用类型' + sortArrow('expense_type') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'status\')">状态' + sortArrow('status') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'amount\')">金额' + sortArrow('amount') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'incurred_amount\')">现金支出' + sortArrow('incurred_amount') + '</th><th class="p-2 text-center font-semibold">费用说明</th></tr></thead><tbody>' + tableRows + '</tbody></table></div></div>' +
|
||||
'</div>';
|
||||
|
||||
@@ -32,7 +32,7 @@ window.toggleTenantMenu = (event) => {
|
||||
if (menu) { menu.remove(); return; }
|
||||
const btn = event.currentTarget;
|
||||
const rect = btn.getBoundingClientRect();
|
||||
const tenants = (state.allowedTenants || []).slice().sort(function(a, b) { var order = ['学术·无界','MCN·无界','科普·无界','医患·无界','科研·无界']; var ai = order.indexOf(a); var bi = order.indexOf(b); if (ai < 0) ai = 99; if (bi < 0) bi = 99; return ai - bi; });
|
||||
const tenants = (state.allowedTenants || []).slice().sort(function(a, b) { var order = ['学术·无界','MCN·无界','科普·无界','医患·无界','科研·无界','测试·无界']; var ai = order.indexOf(a); var bi = order.indexOf(b); if (ai < 0) ai = 99; if (bi < 0) bi = 99; return ai - bi; });
|
||||
menu = document.createElement("div");
|
||||
menu.id = "tenantMenu";
|
||||
menu.className = "fixed bg-white rounded-lg shadow-xl border border-slate-200 py-1 min-w-[160px] z-[9999]";
|
||||
@@ -63,13 +63,14 @@ window.switchTenantFromMenu = (tenant) => {
|
||||
};
|
||||
|
||||
function updateTenantLabel() {
|
||||
const tenants = (state.allowedTenants || []).slice().sort(function(a, b) { var order = ['学术·无界','MCN·无界','科普·无界','医患·无界','科研·无界']; var ai = order.indexOf(a); var bi = order.indexOf(b); if (ai < 0) ai = 99; if (bi < 0) bi = 99; return ai - bi; });
|
||||
const tenants = (state.allowedTenants || []).slice().sort(function(a, b) { var order = ['学术·无界','MCN·无界','科普·无界','医患·无界','科研·无界','测试·无界']; var ai = order.indexOf(a); var bi = order.indexOf(b); if (ai < 0) ai = 99; if (bi < 0) bi = 99; return ai - bi; });
|
||||
var tenantIcons = {
|
||||
'学术·无界': 'graduation-cap',
|
||||
'MCN·无界': 'video',
|
||||
'科普·无界': 'flask-conical',
|
||||
'医患·无界': 'stethoscope',
|
||||
'科研·无界': 'microscope',
|
||||
'测试·无界': 'flask-round',
|
||||
'总览': 'layout-dashboard'
|
||||
};
|
||||
const container = document.querySelector("#tenantList");
|
||||
@@ -91,13 +92,14 @@ window.toggleTenantMenu = (event) => {
|
||||
if (menu) { menu.remove(); return; }
|
||||
const btn = event.currentTarget;
|
||||
const rect = btn.getBoundingClientRect();
|
||||
const tenants = (state.allowedTenants || []).slice().sort(function(a, b) { var order = ['学术·无界','MCN·无界','科普·无界','医患·无界','科研·无界']; var ai = order.indexOf(a); var bi = order.indexOf(b); if (ai < 0) ai = 99; if (bi < 0) bi = 99; return ai - bi; });
|
||||
const tenants = (state.allowedTenants || []).slice().sort(function(a, b) { var order = ['学术·无界','MCN·无界','科普·无界','医患·无界','科研·无界','测试·无界']; var ai = order.indexOf(a); var bi = order.indexOf(b); if (ai < 0) ai = 99; if (bi < 0) bi = 99; return ai - bi; });
|
||||
var tenantIcons = {
|
||||
'学术·无界': 'graduation-cap',
|
||||
'MCN·无界': 'video',
|
||||
'科普·无界': 'flask-conical',
|
||||
'医患·无界': 'stethoscope',
|
||||
'科研·无界': 'microscope',
|
||||
'测试·无界': 'flask-round',
|
||||
'总览': 'layout-dashboard'
|
||||
};
|
||||
menu = document.createElement("div");
|
||||
|
||||
@@ -14,6 +14,7 @@ const state = {
|
||||
planFilter: "projects",
|
||||
planYear: new Date().getFullYear(),
|
||||
finYear: new Date().getFullYear(),
|
||||
planStatusFilter: "all",
|
||||
planView: "overview",
|
||||
planSort: null,
|
||||
proposalTab: "standard",
|
||||
@@ -355,6 +356,7 @@ window.setPlanView = (view) => {
|
||||
window.setPlanQuarter = (q) => { state.planQuarter = q; state.planView = 'quarterly'; renderPlan(); };
|
||||
window.setPlanMonth = (month) => { state.planMonth = month; state.planView = 'monthly'; renderPlan(); };
|
||||
window.setPlanYear = (year) => { state.planYear = parseInt(year); renderPlan(); };
|
||||
window.setPlanStatusFilter = (filter) => { state.planStatusFilter = filter; renderPlan(); };
|
||||
window.switchPlanFilter = (filter) => {
|
||||
state.planFilter = filter;
|
||||
state.planSort = null;
|
||||
|
||||
@@ -76,7 +76,7 @@
|
||||
<header class="topbar border-b border-slate-200 bg-white px-8 py-5">
|
||||
<div class="flex items-center gap-3 w-full">
|
||||
<div class="flex-1">
|
||||
<p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.2.0.11</span></p>
|
||||
<p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.2.0.17</span></p>
|
||||
<div class="flex items-center gap-4 mt-1">
|
||||
<h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
|
||||
<div class="hidden sm:flex items-center gap-1.5 bg-gradient-to-r from-blue-50 to-indigo-50 border border-blue-100 rounded-full px-4 py-1.5">
|
||||
|
||||
Reference in New Issue
Block a user