Compare commits
18 Commits
| Author | SHA1 | Date | |
|---|---|---|---|
|
|
c68fcaadcc | ||
|
|
2c199aae76 | ||
|
|
be6a7f5c38 | ||
|
|
6adc00a8a7 | ||
|
|
c4aacd5096 | ||
|
|
4f7db75a7f | ||
|
|
9707009895 | ||
|
|
6defe95a3f | ||
|
|
a1b154abd7 | ||
|
|
fc0ee66064 | ||
|
|
5af58c8faa | ||
|
|
b682427ea0 | ||
|
|
ec83bb5e22 | ||
|
|
921afd198b | ||
|
|
850ad340e5 | ||
|
|
cec3e3a2ad | ||
|
|
e02c0bd183 | ||
|
|
853344fb26 |
@@ -352,8 +352,19 @@ def bootstrap():
|
||||
cost_q2 = sum_finance(months_q2, "cost_expense")
|
||||
revenue_month = sum_finance([current_month], "revenue")
|
||||
cost_month = sum_finance([current_month], "cost_expense")
|
||||
# Contract aggregates
|
||||
# Contract aggregates — time-based
|
||||
signed_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] == "已签约")
|
||||
from datetime import date
|
||||
today = date.today()
|
||||
def contract_in_period(op, start, end):
|
||||
if op["project_status"] != "已签约": return False
|
||||
try:
|
||||
d = date.fromisoformat(op["created_at"][:10])
|
||||
return start <= d <= end
|
||||
except: return False
|
||||
signed_annual = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,1,1), date(2026,12,31)))
|
||||
signed_q2 = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,4,1), date(2026,6,30)))
|
||||
signed_month = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,6,1), date(2026,6,30)))
|
||||
pipeline_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] not in ["已签约","已丢单","已归档","已完成"])
|
||||
signed_not_executed = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_type"] == "execution" and x["execution_progress"] < 100)
|
||||
summary = {
|
||||
@@ -366,8 +377,14 @@ def bootstrap():
|
||||
"monthly_revenue": revenue_month,
|
||||
"monthly_net_profit": revenue_month - cost_month,
|
||||
"upcoming_products": len([x for x in products if x["status"] in ["规划中", "设计中", "开发中", "测试中"]]),
|
||||
"total_projects": len(operations),
|
||||
"total_proposals": len(proposals),
|
||||
"total_products": len(products),
|
||||
# Extended finance metrics
|
||||
"signed_amount": signed_amount,
|
||||
"signed_annual": signed_annual,
|
||||
"signed_q2": signed_q2,
|
||||
"signed_month": signed_month,
|
||||
"pipeline_amount": pipeline_amount,
|
||||
"revenue_annual": revenue_annual,
|
||||
"revenue_q2": revenue_q2,
|
||||
|
||||
@@ -65,3 +65,89 @@
|
||||
| v0.9 原始 PRD | `docs/prd-history/OPC管理系统PRD-V0.9.md` |
|
||||
| v1.0 当前 PRD | `OPC管理系统PRD.md`(根目录) |
|
||||
| 修改日志(本文件) | `docs/prd/CHANGELOG.md` |
|
||||
|
||||
---
|
||||
|
||||
## v1.0 → v2.0(2026-06-16)
|
||||
|
||||
### 版本升级
|
||||
|
||||
- PRD 匹配 OPC-Manager v1.7.6 代码实现
|
||||
- 新增 `OPC管理系统PRD-V2.0.md`
|
||||
|
||||
### 架构级变更
|
||||
|
||||
| 模块 | v1.0 | v2.0 | 原因 |
|
||||
|------|------|------|------|
|
||||
| 销售管理 + 运营管理 | 两个独立 Tab | 合并为「重点项目」Tab | 业务机会到执行是同一项目的不同阶段 |
|
||||
| 任务追踪 | 无 | 6 阶段任务体系 + project_tasks 表 | 参考科普项目 Excel 台账管理 |
|
||||
| 任务详情 | 无 | 二级页面(Tab 内渲染) | 替代弹窗,完整页面体验 |
|
||||
| 任务编辑 | 无 | 右侧抽屉(fixed 定位,420px) | 不打断列表浏览 |
|
||||
| 首页指标 | 7 项 | 14 项(两层:经营核心 + 财务分层) | 增加合同金额、年度/Q2 财务汇总 |
|
||||
|
||||
### Tab 数量变更
|
||||
|
||||
| v1.0 | v2.0 |
|
||||
|------|------|
|
||||
| 首页、销售管理、业务方案、运营管理、产品研发、财务管理(6 Tab) | 首页、重点项目、业务方案、产品研发、财务管理(5 Tab) |
|
||||
|
||||
### 重点项目详细变更
|
||||
|
||||
| 项 | v1.0 | v2.0 |
|
||||
|----|------|------|
|
||||
| 列表列 | 项目名称/类型/状态/金额/阶段/文件/跟进(7 列) | 项目/说明/阶段/金额/负责人/进展(6 列) |
|
||||
| 筛选按钮 | 全部/业务机会/已签约执行 | 已去除,列表不做阶段筛选 |
|
||||
| 抽屉字段 | 14 个字段 | 6 个字段(名称/阶段/金额/截止/负责人/说明)+ 删除按钮 |
|
||||
| 当前阶段 | 文本输入 | 6 阶段下拉框(change 自动保存) |
|
||||
| 阶段体系 | 无标准 | 商务洽谈→系统上线→团队分工→项目交付→上线推广→结项验收 |
|
||||
| 版本号 | 项目名称含版本号 | 去除,仅保留项目名称 |
|
||||
|
||||
### 新增数据表
|
||||
|
||||
**project_tasks:**
|
||||
|
||||
| 字段 | 类型 | 说明 |
|
||||
|------|------|------|
|
||||
| project_id | INTEGER | 关联 operation_projects |
|
||||
| phase | TEXT | 6 阶段之一 |
|
||||
| milestone | TEXT | 里程碑 |
|
||||
| task | TEXT | 任务名称 |
|
||||
| owner | TEXT | 负责人 |
|
||||
| due_date | TEXT | 截止时间 |
|
||||
| blockers | TEXT | 卡点&备注 |
|
||||
| notes | TEXT | 任务说明 |
|
||||
|
||||
### 产品 Tab 变更
|
||||
|
||||
| 项 | v1.0 | v2.0 |
|
||||
|----|------|------|
|
||||
| 平台字段 | 无 | 新增 platform 字段(真研平台/科普平台/关爱平台) |
|
||||
| 列表列 | 产品/版本/目标/功能/日期/状态(6 列) | 产品/版本/目标/功能/平台/日期/状态(7 列) |
|
||||
|
||||
### 聚合指标变更
|
||||
|
||||
| 指标 | v1.0 | v2.0 |
|
||||
|------|------|------|
|
||||
| P0 客户数 | ✓ | ✓ |
|
||||
| 跟进中销售机会 | ✓ | ✓ |
|
||||
| 已签约执行项目 | ✓ | ✓ |
|
||||
| 有风险项目 | ✓ | ✓ |
|
||||
| 本月收入 | ✓ | ✓ |
|
||||
| 本月净利 | ✓ | ✓ |
|
||||
| 即将上线版本 | ✓ | ✓ |
|
||||
| 已签约未执行金额 | — | ✓ 新增 |
|
||||
| 已签约合同总额 | — | ✓ 新增 |
|
||||
| 合同流程中金额 | — | ✓ 新增 |
|
||||
| 年度累计确收 | — | ✓ 新增 |
|
||||
| Q2 累计确收 | — | ✓ 新增 |
|
||||
| 年度累计毛利 | — | ✓ 新增 |
|
||||
| Q2 累计毛利 | — | ✓ 新增 |
|
||||
|
||||
### 技术实现变更
|
||||
|
||||
| 项 | v1.0 | v2.0 |
|
||||
|----|------|------|
|
||||
| 前端交互 | 弹窗 modal | Tab 内二级页面(state.projectView) |
|
||||
| 任务编辑 | 无 | fixed 抽屉 + submitTaskForm/openTaskForm |
|
||||
| 自动保存 | blur 事件 | blur(input)+ change(select) |
|
||||
| Lucide 刷新 | render() 统一调用 | 各 render 函数独立调用 createIcons() |
|
||||
|
||||
338
docs/prd/OPC管理系统PRD-V2.0.md
Normal file
338
docs/prd/OPC管理系统PRD-V2.0.md
Normal file
@@ -0,0 +1,338 @@
|
||||
# OPC 管理系统 PRD
|
||||
|
||||
版本:v2.0
|
||||
日期:2026-06-16
|
||||
阶段:当前落地版(匹配 OPC-Manager v1.7.6 代码实现)
|
||||
定位:以科普(慰心斋)为单项目独立版本,打造 OPC 工作台,从全局首页、重点项目、业务方案、产品研发、财务管理 5 个视角,直观、清晰、全面地管理业务全貌。
|
||||
|
||||
> 历史版本参见 `OPC管理系统PRD-V1.0.md`、`OPC管理系统PRD-V0.9.md`,修改日志见 `CHANGELOG.md`。
|
||||
|
||||
---
|
||||
|
||||
## 1. 背景与目标
|
||||
|
||||
### 1.1 需求原文
|
||||
|
||||
以慰心斋为例,打造一个 OPC 工作台,让我能够直观地看到他销售、业务、运营、产品、财务的情况。另外,之前他为自己单独打造了一个财务体系,把这个财务 manager 系统直接合并进工作台里面,不再作为一个独立的系统。
|
||||
|
||||
### 1.2 背景与 v2.0 核心变更
|
||||
|
||||
v1.0 的 6 Tab 架构(销售管理 + 业务方案 + 运营管理 + 产品研发 + 财务管理 + 首页)在实际使用中暴露出销售与运营割裂的问题——业务机会和签约执行项目本质上是同一项目的不同阶段,分两个 Tab 管理不自然。
|
||||
|
||||
v2.0 做了以下架构级调整:
|
||||
|
||||
1. **合并销售 + 运营为「重点项目」**:一个 Tab 管全部项目,项目表格 6 列(项目/说明/阶段/金额/负责人/进展)。
|
||||
2. **引入项目任务体系**:每个项目内嵌 6 阶段任务清单(商务洽谈→系统上线→团队分工→项目交付→上线推广→结项验收),支持增删改。
|
||||
3. **任务详情改为页内二级页面**:点击「查看」进入项目任务页,有返回按钮,不弹出独立窗口。
|
||||
4. **任务编辑改为右侧抽屉**:新增/编辑任务从右侧滑入表单,不打断任务列表浏览。
|
||||
5. **首页指标分层**:从 7 项扩展到 14 项,分为经营核心层和财务分层。
|
||||
6. **产品增加平台分类**:真研平台/科普平台/关爱平台三种归属。
|
||||
|
||||
本系统将承接并合并原有独立财务 manager 能力,财务不再作为单独系统存在,而是作为 OPC 管理系统中的一个 Tab。
|
||||
|
||||
### 1.3 样板范围
|
||||
|
||||
v2.0 以科普(慰心斋)作为首个单项目独立版本,当前包含信达·科普无界、圆心科技科普文章等多个重点项目。
|
||||
|
||||
首版只做单项目、单用户版本,不做多项目、多用户、权限体系。
|
||||
|
||||
---
|
||||
|
||||
## 2. 信息架构
|
||||
|
||||
系统顶部为全局标题和基础操作区,主体为 5 个一级 Tab:
|
||||
|
||||
1. **首页** — 经营总览(14 项指标 + 财务趋势 + 风险提醒 + 近期动态)
|
||||
2. **重点项目** — 项目列表 + 点击进入任务清单(6 阶段任务管理)
|
||||
3. **业务方案** — 按版本管理方案/成本/SOP/财务流程文件
|
||||
4. **产品研发** — 按版本管理产品目标/功能/日期(含平台分类)
|
||||
5. **财务管理** — 趋势图 + 明细表(收入/成本/毛利/净利)
|
||||
|
||||
---
|
||||
|
||||
## 3. 功能需求
|
||||
|
||||
### 3.1 首页 Tab
|
||||
|
||||
首页是科普(慰心斋)单项目的经营总览页。
|
||||
|
||||
#### 3.1.1 关键指标(14 项,两组 4 列网格)
|
||||
|
||||
**第一组 — 经营核心层(8 项):**
|
||||
|
||||
- P0 客户数
|
||||
- 跟进中销售机会数
|
||||
- 已签约执行项目数
|
||||
- 有风险项目数
|
||||
- 本月收入
|
||||
- 本月净利
|
||||
- 即将上线产品版本数
|
||||
- 已签约未执行金额
|
||||
|
||||
**第二组 — 财务分层(6 项):**
|
||||
|
||||
- 已签约合同总额
|
||||
- 合同流程中金额
|
||||
- 年度累计确收
|
||||
- Q2 累计确收
|
||||
- 年度累计毛利
|
||||
- Q2 累计毛利
|
||||
|
||||
> 以上指标由后端在 `/api/bootstrap` 中聚合计算(年度=2026年1-6月,Q2=2026年4-6月)。金钱单位统一为万元。
|
||||
|
||||
#### 3.1.2 财务趋势图
|
||||
|
||||
- 首页展示收入/成本月度折线图(Chart.js,固定高度 140px)。
|
||||
- 财务 Tab 独立展示 4 条曲线(收入/毛利/成本/净利)。
|
||||
|
||||
#### 3.1.3 风险提醒与近期动态
|
||||
|
||||
- 风险提醒:从运营项目提取 next_action 非空的项目,最多展示 5 条。
|
||||
- 近期动态:最近 8 条跟进记录时间线。
|
||||
|
||||
---
|
||||
|
||||
### 3.2 重点项目 Tab
|
||||
|
||||
> **v2.0 核心模块**,合并 v1.0 的「销售管理」和「运营管理」两个 Tab。
|
||||
|
||||
#### 3.2.1 项目列表
|
||||
|
||||
| 列 | 说明 |
|
||||
|----|------|
|
||||
| 项目 | 项目名称 |
|
||||
| 项目说明 | customer_need 或 notes 字段 |
|
||||
| 当前阶段 | 6 阶段之一(badge 样式) |
|
||||
| 项目金额 | expected_contract_amount(万元) |
|
||||
| 负责人 | owner |
|
||||
| 进展 | 「查看」按钮,点击进入任务清单页 |
|
||||
|
||||
- 右上角「新增项目」按钮,点击展开创建表单。
|
||||
- 表单字段:项目名称、当前阶段(下拉)、项目金额、负责人。
|
||||
- 点击表格行打开右侧抽屉(720px),展示项目详情和评论区。
|
||||
- 抽屉内新增「删除」按钮(红色,点击 confirm 确认后删除)。
|
||||
|
||||
#### 3.2.2 项目抽屉(详情)
|
||||
|
||||
6 个字段(失焦自动保存):
|
||||
|
||||
| 字段 | 类型 | 说明 |
|
||||
|------|------|------|
|
||||
| 项目名称 | text | project_name |
|
||||
| 当前阶段 | select | 6 阶段下拉,change 自动保存 |
|
||||
| 截止时间 | text | expected_sign_date |
|
||||
| 金额 | text | expected_contract_amount |
|
||||
| 负责人 | text | owner |
|
||||
| 项目说明 | textarea | notes(多行文本) |
|
||||
|
||||
- 评论区保留,使用 Squire 富文本编辑器。
|
||||
|
||||
#### 3.2.3 任务清单页(二级页面)
|
||||
|
||||
点击「查看」进入项目任务清单页,在重点项目 Tab 内渲染:
|
||||
|
||||
- 顶部:「← 返回项目列表」按钮(左)+ 项目名(中)+「新增任务」按钮(右)
|
||||
- 主体:按 6 阶段分组的任务卡片,空阶段自动隐藏
|
||||
- 任务行格式:`○ 任务名 任务说明 | 负责人 截止时间`
|
||||
- 卡点以红色 `⚠` 标记显示
|
||||
|
||||
#### 3.2.4 6 阶段体系
|
||||
|
||||
| 阶段 | 含义 |
|
||||
|------|------|
|
||||
| 商务洽谈 | 合同签订、渠道对接、接口推流等前期商务工作 |
|
||||
| 系统上线 | 系统开发、SOP 制定、脚本生产等平台搭建 |
|
||||
| 团队分工 | 人员招聘、审核人员到位等团队组建 |
|
||||
| 项目交付 | 供应商准入、拍摄制作等执行交付 |
|
||||
| 上线推广 | 项目启动上线、渠道全面推广 |
|
||||
| 结项验收 | 客户验收、尾款结算等收尾工作 |
|
||||
|
||||
#### 3.2.5 任务编辑抽屉
|
||||
|
||||
- 点击任务行或「新增任务」→ 右侧抽屉滑入(fixed 定位,始终可见)
|
||||
- 表单字段:任务名称、任务阶段(下拉)、负责人、截止时间、任务说明、卡点&备注
|
||||
- 新增时标题「新增任务」,编辑时「编辑任务」
|
||||
- 提交后抽屉关闭,列表刷新
|
||||
|
||||
#### 3.2.6 数据模型
|
||||
|
||||
**project_tasks 表:**
|
||||
|
||||
| 字段 | 说明 |
|
||||
|------|------|
|
||||
| id | 主键 |
|
||||
| project_id | 关联 operation_projects.id |
|
||||
| phase | 阶段(商务洽谈/系统上线/团队分工/项目交付/上线推广/结项验收) |
|
||||
| milestone | 里程碑 |
|
||||
| task | 任务名称 |
|
||||
| owner | 负责人 |
|
||||
| due_date | 截止时间 |
|
||||
| blockers | 卡点&备注 |
|
||||
| notes | 任务说明 |
|
||||
| created_at / updated_at | 时间戳 |
|
||||
|
||||
---
|
||||
|
||||
### 3.3 业务方案 Tab
|
||||
|
||||
与 v1.0 保持一致:
|
||||
|
||||
- 表格:客户/项目名称、版本号、状态、文件数
|
||||
- 抽屉:属性(可编辑)+ 4 组文件(方案/成本/SOP/财务流程)
|
||||
- 文件支持上传、预览、下载、删除
|
||||
- 评论区支持 Squire 富文本
|
||||
|
||||
---
|
||||
|
||||
### 3.4 产品研发 Tab
|
||||
|
||||
与 v1.0 保持一致,增加平台分类:
|
||||
|
||||
- 表格:产品名称、版本号、版本目标、核心功能、平台、上线日期、状态
|
||||
- 抽屉:可编辑版本详情 + 评论区
|
||||
- 平台字段:下拉选择(真研平台/科普平台/关爱平台)
|
||||
|
||||
---
|
||||
|
||||
### 3.5 财务管理 Tab
|
||||
|
||||
与 v1.0 保持一致:
|
||||
|
||||
- 趋势图:收入/毛利/成本/净利 4 条月度曲线(Chart.js)
|
||||
- 明细表:支持录入/编辑收入、成本/费用明细
|
||||
- 月份格式 YYYY-MM
|
||||
- 净利 = 收入 - 成本/费用
|
||||
|
||||
---
|
||||
|
||||
## 4. 数据对象
|
||||
|
||||
### 4.1 SalesLead(销售线索)
|
||||
|
||||
仍保留数据库表和 API,但前端不再有独立 Tab。通过重点项目页可间接查看。
|
||||
|
||||
### 4.2 OperationProject(运营项目)
|
||||
|
||||
- id, project_name, project_version
|
||||
- project_type(opportunity / execution,现主要用于区分链路,前端不做筛选)
|
||||
- current_stage(6 阶段之一)
|
||||
- owner, expected_contract_amount, expected_sign_date
|
||||
- customer_need, notes
|
||||
- project_status(保留兼容,不作为主要显示字段)
|
||||
- created_at, updated_at
|
||||
|
||||
### 4.3 ProjectTask(项目任务)—— v2.0 新增
|
||||
|
||||
- id, project_id
|
||||
- phase, milestone, task
|
||||
- owner, due_date
|
||||
- blockers, notes
|
||||
- created_at, updated_at
|
||||
|
||||
### 4.4 其他数据对象
|
||||
|
||||
BusinessProposal、ProductVersion、FinanceRecord、FileAsset、FollowUpRecord 与 v1.0 一致,详见 `OPC管理系统PRD-V1.0.md` 第 5 章。
|
||||
|
||||
---
|
||||
|
||||
## 5. 页面与交互规范
|
||||
|
||||
### 5.1 通用能力
|
||||
|
||||
- 所有列表支持新增(内联表单或右上角按钮)。
|
||||
- 项目详情通过 720px 右侧抽屉展示和编辑。
|
||||
- 任务清单在 Tab 内作为二级页面渲染,不弹出独立窗口。
|
||||
- 任务编辑通过右侧抽屉(420px,fixed 定位)。
|
||||
- 字段失焦自动保存(input/textarea → blur;select → change)。
|
||||
- 评论区使用 Squire 富文本,支持 HTML 格式。
|
||||
- 点击表格行打开抽屉,不需要单独的「详情」按钮。
|
||||
|
||||
### 5.2 抽屉交互
|
||||
|
||||
- 项目抽屉宽度 720px,任务抽屉宽度 420px。
|
||||
- 字段默认透明背景、hover 显示边框、focus 蓝色边框。
|
||||
- 字段失焦/选择自动保存,保存状态有视觉反馈。
|
||||
- 抽屉右上角关闭按钮关闭,项目抽屉额外有「删除」按钮。
|
||||
- 评论提交后抽屉保持打开。
|
||||
|
||||
### 5.3 任务清单页交互
|
||||
|
||||
- 进入:点击项目行的「查看」按钮 → state.projectView = projectId → 刷新 Tab 内容。
|
||||
- 退出:点击「返回项目列表」→ state.projectView = null → 回到列表。
|
||||
- 工具栏与下方卡片使用相同的 20px 左右内边距(px-5)。
|
||||
- 空阶段分组不渲染(直接跳过)。
|
||||
- 点击任务行打开编辑抽屉;点击「新增任务」打开空白新增抽屉。
|
||||
- Lucide 图标在每次渲染后调用 `createIcons()` 刷新。
|
||||
|
||||
### 5.4 评论区
|
||||
|
||||
与 v1.0 一致,详见 `OPC管理系统PRD-V1.0.md` 第 6.4 节。
|
||||
|
||||
---
|
||||
|
||||
## 6. 技术栈与实现约束
|
||||
|
||||
与 v1.0 一致,核心为:
|
||||
|
||||
- **前端**:Jinja2 + Tailwind CSS CDN + Vanilla JS + Chart.js + Lucide + Squire
|
||||
- **后端**:Flask + sqlite3(无 ORM)+ SQLite
|
||||
- **单服务**:Flask dev server, 端口 5177
|
||||
- **不提交** `data/opc.sqlite`
|
||||
|
||||
详见 `OPC管理系统PRD-V1.0.md` 第 7 章。
|
||||
|
||||
**v2.0 新增数据表**:`project_tasks`。
|
||||
|
||||
---
|
||||
|
||||
## 7. 首页指标要求
|
||||
|
||||
v2.0 首页展示 14 项关键指标(两组 4 列网格):
|
||||
|
||||
**经营核心层:**
|
||||
- P0 客户数、跟进中销售机会数、已签约执行项目数、有风险项目数
|
||||
- 本月收入、本月净利、即将上线产品版本数、已签约未执行金额
|
||||
|
||||
**财务分层:**
|
||||
- 已签约合同总额、合同流程中金额
|
||||
- 年度累计确收、Q2 累计确收
|
||||
- 年度累计毛利、Q2 累计毛利
|
||||
|
||||
---
|
||||
|
||||
## 8. 验收标准
|
||||
|
||||
### 首页
|
||||
|
||||
- 展示 14 项指标(两组 4 列网格)。
|
||||
- 展示财务趋势图、风险提醒和近期动态。
|
||||
- 点击指标可跳转到对应 Tab。
|
||||
|
||||
### 重点项目
|
||||
|
||||
- 项目列表 6 列展示(项目/说明/阶段/金额/负责人/进展)。
|
||||
- 右上角「新增项目」展开表单。
|
||||
- 点击行打开抽屉(6 字段 + 评论 + 删除按钮)。
|
||||
- 点击「查看」进入二级任务清单页。
|
||||
- 任务清单按 6 阶段分组,空阶段隐藏。
|
||||
- 任务行显示任务名、说明、负责人、截止时间、卡点。
|
||||
- 点击任务行打开右侧编辑抽屉。
|
||||
- 「新增任务」打开空白新增抽屉。
|
||||
- 「返回项目列表」回到列表页。
|
||||
- 任务保存后列表刷新、抽屉关闭。
|
||||
|
||||
### 业务方案、产品研发、财务管理
|
||||
|
||||
与 v1.0 验收标准一致,详见 `OPC管理系统PRD-V1.0.md` 第 11 章。
|
||||
|
||||
---
|
||||
|
||||
## 9. 版本历史
|
||||
|
||||
| 版本 | 日期 | 说明 |
|
||||
|------|------|------|
|
||||
| v0.9 | 2026-05-29 | 初始 PRD,6 Tab 功能架构 |
|
||||
| v1.0 | 2026-06-01 | 匹配 v1.0.2,卡片→表格,补充技术栈与交互细节 |
|
||||
| v2.0 | 2026-06-16 | 匹配 v1.7.6,销售+运营合并为重点项目、6 阶段任务体系、二级页面、任务编辑抽屉、首页指标分层、产品平台分类 |
|
||||
|
||||
详细修改日志见 `CHANGELOG.md`。
|
||||
241
static/app.js
241
static/app.js
@@ -2,6 +2,7 @@ const state = {
|
||||
active: "home",
|
||||
data: null,
|
||||
opFilter: "all",
|
||||
projectView: null,
|
||||
chart: null,
|
||||
chart2: null,
|
||||
productPlatform: "all",
|
||||
@@ -93,30 +94,38 @@ function render() {
|
||||
function renderHome() {
|
||||
const { summary, financeMonthly } = state.data;
|
||||
const m = summary.metrics;
|
||||
const rows1 = [
|
||||
["年度累计签约", money(m.signed_annual || m.signed_amount)],
|
||||
["Q2 累计签约", money(m.signed_q2 || 0)],
|
||||
["本月新增签约", money(m.signed_month || 0)],
|
||||
["合同流程中", money(m.pipeline_amount)],
|
||||
];
|
||||
const rows2 = [
|
||||
["年度累计确收", money(m.revenue_annual)],
|
||||
["Q2 累计确收", money(m.revenue_q2)],
|
||||
["本月新增确收", money(m.monthly_revenue)],
|
||||
["已签约未执行", money(m.signed_not_executed)],
|
||||
];
|
||||
const rows3 = [
|
||||
["年度累计毛利", money(m.gross_annual)],
|
||||
["Q2 累计毛利", money(m.gross_q2)],
|
||||
["本月新增毛利", money(m.monthly_net_profit)],
|
||||
["合同毛利率", m.revenue_annual ? Math.round(m.gross_annual / m.revenue_annual * 100) + "%" : "—"],
|
||||
];
|
||||
const tblCard = (title, rows) => card(`<h3 class="text-sm font-bold text-slate-700 mb-3">${title}</h3><table class="w-full text-sm"><tbody>${rows.map(([label, value]) => `<tr class="border-b border-slate-100 last:border-0"><td class="py-2 pr-4 text-slate-500">${label}</td><td class="py-2 text-right font-semibold text-slate-800">${value}</td></tr>`).join("")}</tbody></table>`, "p-4");
|
||||
document.querySelector("#home").innerHTML = `
|
||||
<div class="grid gap-5">
|
||||
<div class="grid grid-cols-4 gap-3">
|
||||
<div class="grid grid-cols-6 gap-3">
|
||||
${[
|
||||
["P0 客户数", m.p0_customers, "projects"],
|
||||
["跟进中销售机会", m.active_sales, "projects"],
|
||||
["已签约执行项目", m.execution_projects, "projects"],
|
||||
["有风险项目", m.risk_projects, "projects"],
|
||||
["本月收入", money(m.monthly_revenue), "finance"],
|
||||
["重点项目", m.total_projects, "projects"],
|
||||
["业务方案", m.total_proposals, "proposals"],
|
||||
["产品版本", m.total_products, "products"],
|
||||
["本月确收", money(m.monthly_revenue), "finance"],
|
||||
["本月毛利", money(m.monthly_gross || m.monthly_net_profit), "finance"],
|
||||
["本月净利", money(m.monthly_net_profit), "finance"],
|
||||
["即将上线版本", m.upcoming_products, "products"],
|
||||
["已签约未执行", money(m.signed_not_executed), "finance"],
|
||||
].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
|
||||
</div>
|
||||
<div class="grid grid-cols-4 gap-3">
|
||||
${[
|
||||
["已签约合同总额", money(m.signed_amount), "projects"],
|
||||
["合同流程中", money(m.pipeline_amount), "projects"],
|
||||
["年度累计确收", money(m.revenue_annual), "finance"],
|
||||
["Q2 累计确收", money(m.revenue_q2), "finance"],
|
||||
["年度累计毛利", money(m.gross_annual), "finance"],
|
||||
["Q2 累计毛利", money(m.gross_q2), "finance"],
|
||||
].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="trending-up"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
|
||||
</div>
|
||||
<div class="grid grid-cols-3 gap-5">${tblCard("合同金额", rows1)}${tblCard("确收金额", rows2)}${tblCard("确收毛利", rows3)}</div>
|
||||
<div class="grid grid-cols-2 gap-5">
|
||||
${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">财务趋势</h2>${badge("YYYY-MM")}</div><div style="position:relative;height:140px"><canvas id="financeChart"></canvas></div>`, "p-4")}
|
||||
${card(`<h2 class="text-lg font-bold">风险提醒</h2><div class="mt-3 grid gap-2">${(summary.risks.length ? summary.risks : [{ title: "暂无高风险", content: "当前无明确阻塞,按周更新即可。" }]).map((r) => `<div class="rounded-md border border-amber-200 bg-amber-50 p-3"><p class="font-bold text-amber-900">${r.title}</p><p class="mt-1 text-sm text-amber-800 break-words">${r.content}</p></div>`).join("")}</div>`, "p-5")}
|
||||
@@ -171,25 +180,63 @@ window.createProposal = (event) => createResource(event, "proposals");
|
||||
window.createOperation = (event) => createResource(event, "operations");
|
||||
window.createProduct = (event) => createResource(event, "products");
|
||||
|
||||
async function createTask(event, projectId) {
|
||||
event.preventDefault();
|
||||
const form = event.currentTarget;
|
||||
const data = Object.fromEntries(new FormData(form).entries());
|
||||
data.project_id = projectId;
|
||||
try {
|
||||
await api("/api/tasks", { method: "POST", body: JSON.stringify({ data }) });
|
||||
form.reset();
|
||||
form.classList.add("hidden");
|
||||
await load();
|
||||
showTaskModal(projectId);
|
||||
} catch (error) {
|
||||
alert("创建失败:" + error.message);
|
||||
window.openTaskForm = (projectId, taskId) => {
|
||||
const drawer = document.querySelector(`#task-drawer-${projectId}`);
|
||||
const titleEl = drawer.querySelector(".task-drawer-title");
|
||||
if (taskId === null) {
|
||||
document.querySelector(`#task-id-${projectId}`).value = "";
|
||||
document.querySelector(`#task-name-${projectId}`).value = "";
|
||||
document.querySelector(`#task-phase-${projectId}`).value = "商务洽谈";
|
||||
document.querySelector(`#task-owner-${projectId}`).value = "";
|
||||
document.querySelector(`#task-due-${projectId}`).value = "";
|
||||
document.querySelector(`#task-notes-${projectId}`).value = "";
|
||||
document.querySelector(`#task-blockers-${projectId}`).value = "";
|
||||
document.querySelector(`#task-submit-btn-${projectId}`).textContent = "确认新增";
|
||||
if (titleEl) titleEl.textContent = "新增任务";
|
||||
} else {
|
||||
const task = (state.data.tasks || []).find((t) => t.id === taskId);
|
||||
if (!task) return;
|
||||
document.querySelector(`#task-id-${projectId}`).value = task.id;
|
||||
document.querySelector(`#task-name-${projectId}`).value = task.task || "";
|
||||
document.querySelector(`#task-phase-${projectId}`).value = task.phase || "商务洽谈";
|
||||
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-${projectId}`).textContent = "保存修改";
|
||||
if (titleEl) titleEl.textContent = "编辑任务";
|
||||
}
|
||||
}
|
||||
drawer.classList.add("open");
|
||||
};
|
||||
window.closeTaskDrawer = (projectId) => {
|
||||
document.querySelector(`#task-drawer-${projectId}`).classList.remove("open");
|
||||
};
|
||||
|
||||
window.submitTaskForm = async (event, projectId) => {
|
||||
event.preventDefault();
|
||||
const data = Object.fromEntries(new FormData(event.currentTarget).entries());
|
||||
data.project_id = Number(projectId);
|
||||
const taskId = data.task_id;
|
||||
delete data.task_id;
|
||||
try {
|
||||
if (taskId) {
|
||||
await api(`/api/tasks/${taskId}`, { method: "PUT", body: JSON.stringify({ data }) });
|
||||
} else {
|
||||
await api("/api/tasks", { method: "POST", body: JSON.stringify({ data }) });
|
||||
}
|
||||
await load();
|
||||
} catch (error) {
|
||||
alert("保存失败:" + error.message);
|
||||
}
|
||||
};
|
||||
window.createFinance = (event) => createResource(event, "finance");
|
||||
window.switchTab = switchTab;
|
||||
|
||||
function renderProjects() {
|
||||
// 二级页面:项目任务详情
|
||||
if (state.projectView) {
|
||||
return renderProjectTasks(state.projectView);
|
||||
}
|
||||
const items = state.data.operations;
|
||||
const rows = items.map((x) => [
|
||||
`<strong>${x.project_name}</strong>`,
|
||||
@@ -197,13 +244,10 @@ function renderProjects() {
|
||||
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(${x.id})"><i data-lucide="eye"></i>查看</button>`
|
||||
`<button class="btn btn-ghost btn-sm text-blue-600" onclick="event.stopPropagation(); state.projectView=${x.id}; renderProjects()"><i data-lucide="eye"></i>查看</button>`
|
||||
]);
|
||||
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>
|
||||
<div class="flex items-center justify-end">
|
||||
<button class="btn btn-primary" onclick="document.querySelector('#project-form').classList.toggle('hidden')">
|
||||
<i data-lucide="plus"></i>新增项目
|
||||
</button>
|
||||
@@ -211,37 +255,87 @@ function renderProjects() {
|
||||
<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: "当前阶段", input: `<select name="current_stage"><option>商务洽谈</option><option>系统上线</option><option>团队分工</option><option>项目交付</option><option>上线推广</option><option>结项验收</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>
|
||||
${renderTable(["项目", "项目说明", "当前阶段", "项目金额", "负责人", "进展"], rows, items.map((x) => ({ resource: "operations", id: x.id })))}
|
||||
</div>`;
|
||||
if (window.lucide) window.lucide.createIcons();
|
||||
}
|
||||
|
||||
function renderProjectTasks(projectId) {
|
||||
const project = state.data.operations.find((x) => x.id === projectId);
|
||||
if (!project) { state.projectView = null; renderProjects(); return; }
|
||||
const tasks = (state.data.tasks || []).filter((t) => t.project_id === projectId);
|
||||
const phases = ["商务洽谈", "系统上线", "团队分工", "项目交付", "上线推广", "结项验收"];
|
||||
document.querySelector("#projects").innerHTML = `<div class="grid gap-4">
|
||||
<div class="flex items-center justify-between px-5">
|
||||
<button class="btn btn-ghost btn-sm" onclick="state.projectView=null;renderProjects()"><i data-lucide="arrow-left"></i>返回项目列表</button>
|
||||
<div class="flex items-center gap-3">
|
||||
<span class="text-sm font-semibold text-slate-700">${project.project_name}</span>
|
||||
<button class="btn btn-primary btn-sm" onclick="openTaskForm(${projectId}, null)"><i data-lucide="plus"></i>新增任务</button>
|
||||
</div>
|
||||
</div>
|
||||
<div class="task-page-wrap">
|
||||
<div class="task-body">
|
||||
${phases.map((phase) => {
|
||||
const pt = tasks.filter((t) => t.phase === phase);
|
||||
if (!pt.length) return "";
|
||||
return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${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="${t.id}" onclick="openTaskForm(${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">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
|
||||
}).join("")}
|
||||
</div>
|
||||
<div id="task-drawer-${projectId}" class="task-drawer">
|
||||
<div class="task-drawer-hd"><span class="task-drawer-title">编辑任务</span><button class="task-close" onclick="closeTaskDrawer(${projectId})"><i data-lucide="x"></i></button></div>
|
||||
<form class="task-drawer-form" onsubmit="submitTaskForm(event, ${projectId})">
|
||||
<input type="hidden" name="task_id" id="task-id-${projectId}" value="">
|
||||
<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"><span>任务说明</span><textarea name="notes" rows="3" id="task-notes-${projectId}"></textarea></label>
|
||||
<label class="task-field"><span>卡点&备注</span><textarea name="blockers" rows="2" id="task-blockers-${projectId}" placeholder="风险卡点、依赖项等"></textarea></label>
|
||||
<div class="flex justify-end gap-2 mt-4 pt-3 border-t border-slate-100">
|
||||
<button type="button" class="btn btn-ghost btn-sm" onclick="closeTaskDrawer(${projectId})">取消</button>
|
||||
<button type="submit" class="btn btn-primary btn-sm" id="task-submit-btn-${projectId}">确认新增</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>`;
|
||||
if (window.lucide) window.lucide.createIcons();
|
||||
}
|
||||
|
||||
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">${project.project_name} · 任务清单</h2><div class="flex items-center gap-3"><button class="btn btn-primary btn-sm" onclick="event.stopPropagation(); document.querySelector('#task-form-${projectId}').classList.toggle('hidden')"><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="createTask(event, ${projectId})">
|
||||
<div class="grid grid-cols-2 gap-3">
|
||||
<label class="task-field"><span>任务名称</span><input name="task" required></label>
|
||||
<label class="task-field"><span>任务阶段</span><select name="phase">${phases.map((p) => `<option>${p}</option>`).join("")}</select></label>
|
||||
<label class="task-field"><span>负责人</span><input name="owner"></label>
|
||||
<label class="task-field"><span>截止时间</span><input name="due_date" type="date"></label>
|
||||
<label class="task-field col-span-2"><span>任务说明</span><textarea name="notes" rows="2"></textarea></label>
|
||||
</div>
|
||||
<div class="flex justify-end gap-2 mt-3">
|
||||
<button type="button" class="btn btn-ghost btn-sm" onclick="document.querySelector('#task-form-${projectId}').classList.add('hidden')">取消</button>
|
||||
<button type="submit" class="btn btn-primary btn-sm">确认新增</button>
|
||||
</div>
|
||||
</form>
|
||||
const phases = ["商务洽谈", "系统上线", "团队分工", "项目交付", "上线推广", "结项验收"];
|
||||
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-wrap">
|
||||
<div class="task-body">
|
||||
${phases.map((phase) => {
|
||||
const pt = tasks.filter((t) => t.phase === phase);
|
||||
return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list">${pt.length ? pt.map((t) => `<div class="task-row" data-id="${t.id}"><span class="task-dot"><i data-lucide="${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>` : ""}</div><div class="task-right"><span class="task-owner">👤 ${t.owner || ""}</span><span class="task-date">📅 ${t.due_date || ""}</span></div></div>`).join("") : `<div class="task-none">暂无任务</div>`}</div></div>`;
|
||||
}).join("")}</div></div></div>`;
|
||||
if (!pt.length) return "";
|
||||
return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${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">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
|
||||
}).join("")}
|
||||
</div>
|
||||
<div id="task-drawer-${projectId}" class="task-drawer">
|
||||
<div class="task-drawer-hd"><span class="task-drawer-title">编辑任务</span><button class="task-close" onclick="closeTaskDrawer(${projectId})"><i data-lucide="x"></i></button></div>
|
||||
<form class="task-drawer-form" onsubmit="submitTaskForm(event, ${projectId})">
|
||||
<input type="hidden" name="task_id" id="task-id-${projectId}" value="">
|
||||
<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"><span>任务说明</span><textarea name="notes" rows="3" id="task-notes-${projectId}"></textarea></label>
|
||||
<label class="task-field"><span>卡点&备注</span><textarea name="blockers" rows="2" id="task-blockers-${projectId}" placeholder="风险卡点、依赖项等"></textarea></label>
|
||||
<div class="flex justify-end gap-2 mt-4 pt-3 border-t border-slate-100">
|
||||
<button type="button" class="btn btn-ghost btn-sm" onclick="closeTaskDrawer(${projectId})">取消</button>
|
||||
<button type="submit" class="btn btn-primary btn-sm" id="task-submit-btn-${projectId}">确认新增</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div></div></div>`;
|
||||
document.querySelector("#taskModal").classList.add("active");
|
||||
if (window.lucide) window.lucide.createIcons();
|
||||
}
|
||||
@@ -344,11 +438,13 @@ function renderChartOn(id, data) {
|
||||
});
|
||||
}
|
||||
|
||||
function drawerField(icon, label, name, value, multiline = false) {
|
||||
function drawerField(icon, label, name, value, multiline = false, customControl = null) {
|
||||
const initialValue = text(value);
|
||||
const control = multiline
|
||||
? `<textarea name="${name}" rows="2" class="drawer-value drawer-textarea" data-original="${initialValue}">${initialValue}</textarea>`
|
||||
: `<input name="${name}" value="${initialValue}" class="drawer-value" data-original="${initialValue}">`;
|
||||
const control = customControl
|
||||
? customControl
|
||||
: multiline
|
||||
? `<textarea name="${name}" rows="2" class="drawer-value drawer-textarea" data-original="${initialValue}">${initialValue}</textarea>`
|
||||
: `<input name="${name}" value="${initialValue}" class="drawer-value" data-original="${initialValue}">`;
|
||||
return `<div class="drawer-field">
|
||||
<div class="drawer-field-label"><i data-lucide="${icon}"></i><span>${label}</span></div>
|
||||
<div class="drawer-field-control">${control}</div>
|
||||
@@ -362,14 +458,14 @@ function openDrawer(resource, id) {
|
||||
const fields = resource === "sales"
|
||||
? [["target_customer","业务机会"],["priority","优先级"],["status","状态"]]
|
||||
: resource === "operations"
|
||||
? [["project_name","项目名称"],["project_version","项目版本"],["project_status","项目状态"],["current_stage","当前阶段"],["target_customer","业务机会"],["customer_need","客户需求"],["expected_contract_amount","预计签约金额"],["expected_sign_date","预计签约时间"],["sign_probability","签约概率"],["sop_stage","SOP 阶段"],["execution_progress","执行进度"],["current_deliverable","当前交付物"],["risks","风险与阻塞"],["next_action","下一步动作"]]
|
||||
? [["project_name","项目名称"],["owner","负责人"],["expected_sign_date","截止时间"],["expected_contract_amount","金额"],["notes","项目说明"]]
|
||||
: resource === "proposals"
|
||||
? [["customer_or_project_name","客户/项目"],["version","版本号"],["description","版本说明"],["created_date","创建日期"],["status","状态"]]
|
||||
: [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能清单"],["platform","平台"],["launch_date","上线日期"],["status","当前状态"],["notes","备注"]];
|
||||
const fieldIcons = {
|
||||
target_customer: "user", priority: "flag", status: "circle-dot",
|
||||
project_name: "briefcase-business", project_version: "git-branch", project_status: "circle-dot", current_stage: "map-pin",
|
||||
customer_need: "file-text", expected_contract_amount: "banknote", expected_sign_date: "calendar",
|
||||
owner: "user", customer_need: "file-text", expected_contract_amount: "banknote", expected_sign_date: "calendar",
|
||||
sign_probability: "percent", sop_stage: "list-checks", execution_progress: "activity",
|
||||
current_deliverable: "package", risks: "alert-triangle", next_action: "arrow-right",
|
||||
product_name: "box", version: "tag", version_goal: "target", feature_list: "list", platform: "layers",
|
||||
@@ -378,10 +474,13 @@ function openDrawer(resource, id) {
|
||||
const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];
|
||||
const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : "";
|
||||
const title = item.target_customer || item.project_name || item.customer_or_project_name || item.product_name;
|
||||
drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div><div class="grid gap-5 p-5">
|
||||
drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteOperation(${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
|
||||
<section>
|
||||
<h3 class="drawer-section-title">属性</h3>
|
||||
<form id="drawerForm" class="drawer-fields">${fields.map(([key,label]) => drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key))).join("")}</form>
|
||||
<form id="drawerForm" class="drawer-fields">
|
||||
${drawerField("map-pin", "当前阶段", "current_stage", "", false, `<select name="current_stage" class="drawer-value" onchange="saveDrawerField(this,'${resource}',${id})">${["商务洽谈","系统上线","团队分工","项目交付","上线推广","结项验收"].map((s) => `<option ${s === item.current_stage ? "selected" : ""}>${s}</option>`).join("")}</select>`)}
|
||||
${fields.map(([key,label]) => drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key))).join("")}
|
||||
</form>
|
||||
</section>
|
||||
${resource === "proposals" ? `<section><h3 class="drawer-section-title">方案文件</h3><div class="grid gap-2">${["方案","成本","SOP","财务流程"].map((cat) => fileGroup("proposal", item.id, item.version, cat, item.files.filter((f) => f.file_category === cat))).join("")}</div></section>` : ""}
|
||||
${followupTarget ? `<section>
|
||||
@@ -448,7 +547,7 @@ function bindDrawerAutosave(resource, id, item) {
|
||||
field.addEventListener("keydown", (event) => {
|
||||
if (event.key === "Enter" && field.tagName !== "TEXTAREA") field.blur();
|
||||
});
|
||||
field.addEventListener("blur", async () => {
|
||||
const doSave = async () => {
|
||||
const value = field.value;
|
||||
if (value === field.dataset.original) return;
|
||||
const previous = field.dataset.original;
|
||||
@@ -468,13 +567,25 @@ function bindDrawerAutosave(resource, id, item) {
|
||||
setDrawerSaveStatus("保存失败", "danger");
|
||||
alert(`自动保存失败:${error.message}`);
|
||||
}
|
||||
});
|
||||
};
|
||||
field.addEventListener("blur", doSave);
|
||||
if (field.tagName === "SELECT") field.addEventListener("change", doSave);
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
|
||||
window.openDrawer = openDrawer;
|
||||
window.deleteOperation = async (id) => {
|
||||
if (!confirm("确认删除该项目?此操作不可撤销。")) return;
|
||||
try {
|
||||
await api(`/api/operations/${id}`, { method: "DELETE" });
|
||||
closeDrawer();
|
||||
await load();
|
||||
} catch (error) {
|
||||
alert("删除失败:" + error.message);
|
||||
}
|
||||
};
|
||||
window.closeDrawer = () => document.querySelector("#drawer").classList.remove("open");
|
||||
window.squireInstances = {};
|
||||
window.squireCmd = (cmd) => {
|
||||
|
||||
@@ -494,62 +494,80 @@ td {
|
||||
.task-modal { display: none; }
|
||||
.task-modal.active { display: block; }
|
||||
.task-overlay {
|
||||
position: fixed; inset: 0; background: rgba(10,12,16,0.5); z-index: 200;
|
||||
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: #18191c; border-radius: 12px; width: 800px; max-width: 94vw;
|
||||
box-shadow: 0 24px 80px rgba(0,0,0,0.4); margin-bottom: 48px;
|
||||
background: #fff; border-radius: 12px; width: 1000px; max-width: 96vw;
|
||||
box-shadow: 0 20px 60px rgba(0,0,0,0.12); margin-bottom: 48px;
|
||||
overflow: hidden;
|
||||
}
|
||||
.task-header {
|
||||
display: flex; align-items: center; justify-content: space-between;
|
||||
padding: 16px 20px; border-bottom: 1px solid #2a2d34;
|
||||
padding: 16px 20px; border-bottom: 1px solid #e2e8f0;
|
||||
}
|
||||
.task-title { color: #e4e5e7; font-size: 15px; font-weight: 600; }
|
||||
.task-title { color: #1e293b; font-size: 15px; font-weight: 600; }
|
||||
.task-close {
|
||||
color: #6b6d75; background: none; border: none; cursor: pointer;
|
||||
color: #94a3b8; background: none; border: none; cursor: pointer;
|
||||
padding: 4px; border-radius: 6px; display: flex;
|
||||
}
|
||||
.task-close:hover { color: #e4e5e7; background: #2a2d34; }
|
||||
.task-body { padding: 20px; display: flex; flex-direction: column; gap: 16px; }
|
||||
.task-close:hover { color: #475569; background: #f1f5f9; }
|
||||
.task-body-wrap, .task-page-wrap { position: relative; overflow: hidden; }
|
||||
.task-body { padding: 20px; display: flex; flex-direction: column; gap: 16px; transition: margin-right 0.25s ease; }
|
||||
.task-drawer {
|
||||
position: fixed; top: 0; right: 0; width: 420px; height: 100vh;
|
||||
background: #fff; border-left: 1px solid #e2e8f0;
|
||||
transform: translateX(100%); transition: transform 0.25s ease;
|
||||
z-index: 300; display: flex; flex-direction: column;
|
||||
}
|
||||
.task-drawer.open { transform: translateX(0); }
|
||||
.task-drawer-hd {
|
||||
display: flex; align-items: center; justify-content: space-between;
|
||||
padding: 14px 20px; border-bottom: 1px solid #e2e8f0;
|
||||
}
|
||||
.task-drawer-title { font-size: 15px; font-weight: 600; color: #1e293b; }
|
||||
.task-drawer-form { padding: 16px 20px; flex: 1; overflow-y: auto; display: flex; flex-direction: column; gap: 14px; }
|
||||
.task-group {
|
||||
background: #1e2025; border-radius: 8px;
|
||||
border: 1px solid #2a2d34; overflow: hidden;
|
||||
background: #fff; border-radius: 8px;
|
||||
border: 1px solid #e2e8f0; overflow: hidden;
|
||||
}
|
||||
.task-group-hd {
|
||||
display: flex; align-items: center; gap: 8px;
|
||||
padding: 10px 14px;
|
||||
padding: 10px 16px; background: #f8fafc;
|
||||
}
|
||||
.task-group-icon { color: #6b6d75; display: flex; }
|
||||
.task-group-label { color: #aeafb4; font-size: 13px; font-weight: 600; }
|
||||
.task-group-icon { color: #64748b; display: flex; }
|
||||
.task-group-label { color: #334155; font-size: 13px; font-weight: 600; }
|
||||
.task-group-n {
|
||||
background: #2a2d34; color: #6b6d75; font-size: 11px;
|
||||
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: flex-start; gap: 10px;
|
||||
padding: 10px 14px; border-top: 1px solid #24272d;
|
||||
display: flex; align-items: center; gap: 16px;
|
||||
padding: 10px 16px; border-top: 1px solid #f1f5f9;
|
||||
cursor: pointer;
|
||||
}
|
||||
.task-dot { display: flex; color: #4b4d54; padding-top: 2px; flex-shrink: 0; }
|
||||
.task-main { flex: 1; min-width: 0; }
|
||||
.task-name { color: #c5c6ca; font-size: 13px; display: block; }
|
||||
.task-desc { color: #5a5c63; font-size: 12px; display: block; margin-top: 3px; }
|
||||
.task-right { display: flex; flex-direction: column; align-items: flex-end; gap: 2px; flex-shrink: 0; }
|
||||
.task-owner, .task-date { color: #898b94; font-size: 12px; white-space: nowrap; }
|
||||
.task-none { color: #4b4d54; font-size: 13px; padding: 12px 14px; text-align: center; border-top: 1px solid #24272d; }
|
||||
.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: #141518; border: 1px solid #2a2d34; border-radius: 8px;
|
||||
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: #6b6d75; font-size: 12px; }
|
||||
.task-field span { color: #64748b; font-size: 12px; }
|
||||
.task-field input, .task-field select, .task-field textarea {
|
||||
background: #1e2025; border: 1px solid #2a2d34; border-radius: 6px;
|
||||
color: #e4e5e7; font-size: 13px; padding: 6px 10px; outline: none;
|
||||
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: #4a6cf7; }
|
||||
.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;
|
||||
|
||||
Reference in New Issue
Block a user