v2.0.5 — 财务曲线改为5类对应+月度净利=确认收入-人力成本-费用-外部采购

backend/flask_app.py

@@ -316,13 +316,23 @@ def attach_common(conn, resource, items):
     return items
 
 
-def monthly_finance(conn):
+def monthly_finance(conn, tenant="科普·无界"):
     data = []
-    for item in rows(conn, "SELECT DISTINCT month FROM finance_records ORDER BY month"):
+    for item in rows(conn, "SELECT DISTINCT month FROM finance_records WHERE tenant=? ORDER BY month", (tenant,)):
         month = item["month"]
-        revenue = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='revenue'", (month,))["v"]
-        cost = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='cost_expense'", (month,))["v"]
-        data.append({"month": month, "revenue": revenue, "gross_profit": revenue - cost, "cost_expense": cost, "net_profit": revenue - cost})
+        def s(cat):
+            return one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND category=? AND tenant=?", (month, cat, tenant))["v"]
+        revenue = s("确认收入") + s("签单")
+        labor = s("人力成本")
+        expense = s("费用")
+        purchase = s("外部采购")
+        sign = s("签单")
+        net = revenue - labor - expense - purchase
+        data.append({
+            "month": month, "revenue": revenue, "sign": sign,
+            "labor": labor, "expense": expense, "purchase": purchase,
+            "net_profit": net,
+        })
     return data
 
 
@@ -333,24 +343,35 @@ def index():
 
 @app.route("/api/bootstrap")
 def bootstrap():
+    tenant = request.args.get("tenant", "科普·无界")
     conn = db()
     try:
-        sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads ORDER BY id DESC"))
-        proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals ORDER BY id DESC"))
-        operations = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects ORDER BY id DESC"))
-        products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions ORDER BY id DESC"))
-        finance = rows(conn, "SELECT * FROM finance_records ORDER BY month DESC, id DESC")
+        def q(sql, *args):
+            return rows(conn, sql, args)
+        sales = attach_common(conn, "sales", q("SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", tenant))
+        proposals = attach_common(conn, "proposals", q("SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", tenant))
+        operations = attach_common(conn, "operations", q("SELECT * FROM operation_projects WHERE tenant=? ORDER BY id DESC", tenant))
+        products = attach_common(conn, "products", q("SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", tenant))
+        finance = q("SELECT * FROM finance_records WHERE tenant=? ORDER BY month DESC, id DESC", tenant)
+        tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
         current_month = "2026-06"
         # Finance aggregates
-        def sum_finance(months, rtype):
-            return sum(x["amount"] for x in finance if x["month"] in months and x["record_type"] == rtype)
+        def sum_cat(months, cat):
+            return sum(x["amount"] for x in finance if x["month"] in months and x.get("category") == cat)
         months_2026 = [f"2026-{m:02d}" for m in range(1,7)]
         months_q2 = ["2026-04","2026-05","2026-06"]
-        revenue_annual = sum_finance(months_2026, "revenue")
-        cost_annual = sum_finance(months_2026, "cost_expense")
-        revenue_q2 = sum_finance(months_q2, "revenue")
-        cost_q2 = sum_finance(months_q2, "cost_expense")
-        revenue_month = sum_finance([current_month], "revenue")
+        rev_annual = sum_cat(months_2026, "确认收入") + sum_cat(months_2026, "签单")
+        labor_annual = sum_cat(months_2026, "人力成本")
+        expense_annual = sum_cat(months_2026, "费用")
+        purchase_annual = sum_cat(months_2026, "外部采购")
+        rev_q2 = sum_cat(months_q2, "确认收入") + sum_cat(months_q2, "签单")
+        labor_q2 = sum_cat(months_q2, "人力成本")
+        expense_q2 = sum_cat(months_q2, "费用")
+        purchase_q2 = sum_cat(months_q2, "外部采购")
+        rev_month = sum_cat([current_month], "确认收入") + sum_cat([current_month], "签单")
+        labor_month = sum_cat([current_month], "人力成本")
+        expense_month = sum_cat([current_month], "费用")
+        purchase_month = sum_cat([current_month], "外部采购")
         cost_month = sum_finance([current_month], "cost_expense")
         # Contract aggregates — time-based
         signed_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] == "已签约")
@@ -374,8 +395,9 @@ def bootstrap():
                 "active_sales": len([x for x in sales if x["status"] in ["待跟进", "跟进中", "方案中", "商务谈判"]]),
                 "execution_projects": len([x for x in operations if x["project_type"] == "execution"]),
                 "risk_projects": len([x for x in operations if x["project_status"] == "有风险" or x["risks"]]),
-                "monthly_revenue": revenue_month,
-                "monthly_net_profit": revenue_month - cost_month,
+                "monthly_revenue": rev_month,
+                "monthly_net_profit": rev_month - labor_month - expense_month - purchase_month,
+                "monthly_gross": rev_month - labor_month - expense_month - purchase_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),
@@ -386,27 +408,27 @@ def bootstrap():
                 "signed_q2": signed_q2,
                 "signed_month": signed_month,
                 "pipeline_amount": pipeline_amount,
-                "revenue_annual": revenue_annual,
-                "revenue_q2": revenue_q2,
-                "gross_annual": revenue_annual - cost_annual,
-                "gross_q2": revenue_q2 - cost_q2,
+                "revenue_annual": rev_annual,
+                "revenue_q2": rev_q2,
+                "gross_annual": rev_annual - labor_annual - expense_annual - purchase_annual,
+                "gross_q2": rev_q2 - labor_q2 - expense_q2 - purchase_q2,
                 "signed_not_executed": signed_not_executed,
             },
-            "recent": rows(conn, "SELECT * FROM follow_up_records ORDER BY id DESC LIMIT 8"),
+            "recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),
             "risks": [{"title": "执行提醒", "content": x["next_action"]} for x in operations if x["next_action"]][:5],
         }
-        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "financeMonthly": monthly_finance(conn), "tasks": rows(conn, "SELECT * FROM project_tasks ORDER BY phase, sort_order, id")})
+        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "financeMonthly": monthly_finance(conn, tenant), "tasks": tasks, "tenant": tenant, "tenants": ["科普·无界","科研·无界","医患·无界"]})
     finally:
         conn.close()
 
 
 TABLES = {
-    "sales": ("sales_leads", ["target_customer", "priority", "status"]),
-    "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date"]),
-    "operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes"]),
-    "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes"]),
-    "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes"]),
-    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order"]),
+    "sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
+    "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "tenant"]),
+    "operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes", "tenant"]),
+    "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes", "tenant"]),
+    "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
+    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "tenant"]),
 }
 
 

static/app.js

@@ -1,6 +1,7 @@
 const state = {
   active: "home",
   data: null,
+  tenant: "科普·无界",
   opFilter: "all",
   projectView: null,
   chart: null,
@@ -48,7 +49,7 @@ function renderTable(headers, rows, rowClicks) {
 }
 
 async function load() {
-  state.data = await api("/api/bootstrap");
+  state.data = await api(`/api/bootstrap?tenant=${encodeURIComponent(state.tenant)}`);
   render();
 }
 
@@ -229,8 +230,27 @@ window.submitTaskForm = async (event, projectId) => {
     alert("保存失败：" + error.message);
   }
 };
-window.createFinance = (event) => createResource(event, "finance");
+window.createFinance = async (event) => {
+  event.preventDefault();
+  const data = Object.fromEntries(new FormData(event.currentTarget).entries());
+  // Map form: month(date)→month(YYYY-MM), category→category, amount, tenant
+  data.month = data.month.substring(0, 7);
+  data.project_name = state.tenant;
+  data.tenant = state.tenant;
+  data.record_type = "revenue"; // default, will be adjusted by category
+  try {
+    await api("/api/finance", { method: "POST", body: JSON.stringify({ data }) });
+    await load();
+  } catch (error) {
+    alert("新增失败：" + error.message);
+  }
+};
 window.switchTab = switchTab;
+window.switchTenant = (tenant) => {
+  state.tenant = tenant;
+  state.projectView = null;
+  load();
+};
 
 function renderProjects() {
   // 二级页面：项目任务详情
@@ -247,18 +267,13 @@ function renderProjects() {
     `<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-end">
-      <button class="btn btn-primary" onclick="document.querySelector('#project-form').classList.toggle('hidden')">
-        <i data-lucide="plus"></i>新增项目
-      </button>
-    </div>
-    <div id="project-form" class="hidden">
+    <div id="project-form">
       ${card(formHtml([
         { label: "项目名称", input: `<input name="project_name" required>` },
         { 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")}
+      ], { handler: "createOperation", text: "新增项目" }), "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>`;
@@ -404,19 +419,46 @@ function renderProducts() {
 }
 
 function renderFinance() {
-  const rows = state.data.finance.map((x) => [x.month, badge(x.record_type === "revenue" ? "收入" : "成本/费用"), x.category, money(x.amount), x.occurred_date, text(x.notes)]);
+  const rows = state.data.finance.map((x) => [x.month, x.category, money(x.amount), text(x.notes)]);
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div>`, "p-5")}
+    ${card(`<div class="flex items-center justify-between cursor-pointer" onclick="toggleFinanceChart()"><h2 class="text-lg font-bold text-slate-700">收入、毛利、成本/费用、净利月度曲线</h2><i data-lucide="chevron-down" class="transition-transform rotate-90" id="financeChartIcon"></i></div><div id="financeChartWrap" class="hidden mt-4"><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div></div>`, "p-5")}
     ${card(formHtml([
-      { label: "月份", input: `<input name="month" required placeholder="YYYY-MM" pattern="\\d{4}-\\d{2}">` },
-      { label: "类型", input: `<select name="record_type"><option value="revenue">收入</option><option value="cost_expense">成本/费用</option></select>` },
-      { label: "分类", input: `<input name="category" required>` },
+      { label: "日期", input: `<input name="month" type="date" required>` },
+      { label: "类型", input: `<select name="category"><option>签单</option><option>确认收入</option><option>人力成本</option><option>费用</option><option>外部采购</option></select>` },
       { label: "金额/万", input: `<input name="amount" type="number" step="0.01" required>` },
-      { label: "发生日期", input: `<input name="occurred_date" type="date">` },
+      { label: "费用说明", input: `<input name="notes" placeholder="摘要说明">` },
     ], { handler: "createFinance", text: "新增明细" }), "p-4")}
-    ${renderTable(["月份", "类型", "分类", "金额", "发生日期", "备注"], rows)}
+    ${card(`<h3 class="font-bold text-slate-700 mb-3">明细列表 <span class="text-slate-400 font-normal">(${state.data.finance.length})</span></h3>${renderTable(["日期", "类型", "金额", "备注"], rows)}`, "p-4")}
   </div>`;
-  renderChartOn("financeChart2", state.data.financeMonthly);
+  if (window.lucide) window.lucide.createIcons();
+}
+window.toggleFinanceChart = () => {
+  const wrap = document.querySelector("#financeChartWrap");
+  const icon = document.querySelector("#financeChartIcon");
+  if (!wrap) return;
+  wrap.classList.toggle("hidden");
+  icon.classList.toggle("rotate-90");
+  if (!wrap.classList.contains("hidden") && !state.chart2) renderFinanceChart();
+};
+function renderFinanceChart() {
+  const { financeMonthly } = state.data;
+  const canvas = document.querySelector("#financeChart2");
+  if (!canvas || !window.Chart) return;
+  if (state.chart2) state.chart2.destroy();
+  state.chart2 = new Chart(canvas, {
+    type: "line",
+    data: {
+      labels: financeMonthly.map((x) => x.month),
+      datasets: [
+        { label: "确认收入", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
+        { label: "人力成本", data: financeMonthly.map((x) => x.labor), borderColor: "#ef4444", tension: 0.3 },
+        { label: "费用", data: financeMonthly.map((x) => x.expense), borderColor: "#d97706", tension: 0.3 },
+        { label: "外部采购", data: financeMonthly.map((x) => x.purchase), borderColor: "#8b5cf6", tension: 0.3 },
+        { label: "月度净利", data: financeMonthly.map((x) => x.net_profit), borderColor: "#059669", tension: 0.3, borderDash: [5,3] },
+      ],
+    },
+    options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { position: "bottom", labels: { boxWidth: 12, font: { size: 11 } } } }, scales: { x: { ticks: { font: { size: 11 } }, grid: { display: false } }, y: { ticks: { font: { size: 11 } } } } },
+  });
 }
 
 function renderChartOn(id, data) {

templates/index.html

@@ -27,9 +27,18 @@
   </head>
   <body class="min-h-screen bg-slate-50 text-slate-950">
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
-      <div>
-        <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager · 单用户 · 单项目</p>
-        <h1 class="mt-1 text-2xl font-semibold">科普（慰心斋）OPC 工作台</h1>
+      <div class="flex items-center gap-3">
+        <div>
+          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager</p>
+          <div class="flex items-center gap-3 mt-1">
+            <h1 class="text-2xl font-semibold">无界 OPC 工作台</h1>
+            <select id="tenantSelect" class="rounded-md border border-slate-200 bg-white px-3 py-1.5 text-sm font-medium text-slate-700 outline-none focus:border-blue-500" onchange="switchTenant(this.value)">
+              <option value="科普·无界">科普·无界</option>
+              <option value="科研·无界">科研·无界</option>
+              <option value="医患·无界">医患·无界</option>
+            </select>
+          </div>
+        </div>
       </div>
       <button id="refreshBtn" class="rounded-md border border-slate-200 bg-white px-3 py-2 text-sm font-medium hover:bg-slate-50" type="button"><i data-lucide="refresh-cw"></i>刷新</button>
     </header>