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@@ -316,13 +316,33 @@ def attach_common(conn, resource, items):
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return items
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def monthly_finance(conn):
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def monthly_finance(conn, tenant="科普·无界"):
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from datetime import date
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today = date.today()
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# 6 months: 3 before + current + 2 after
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from dateutil.relativedelta import relativedelta
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start = today + relativedelta(months=-3)
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months = []
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for i in range(6):
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m = start + relativedelta(months=i)
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months.append(m.strftime("%Y-%m"))
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data = []
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for item in rows(conn, "SELECT DISTINCT month FROM finance_records ORDER BY month"):
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month = item["month"]
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revenue = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='revenue'", (month,))["v"]
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cost = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='cost_expense'", (month,))["v"]
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data.append({"month": month, "revenue": revenue, "gross_profit": revenue - cost, "cost_expense": cost, "net_profit": revenue - cost})
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for month in months:
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col_month = month.replace("-", "_")
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col_rev = f"rev_{col_month}"
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col_gross = f"gross_{col_month}"
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# Only project_finances has columns for 2026-06 through 2026-09
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if month in ["2026-06", "2026-07", "2026-08", "2026-09"]:
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revenue = one(conn, f"SELECT COALESCE(SUM({col_rev}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
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gross = one(conn, f"SELECT COALESCE(SUM({col_gross}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
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else:
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revenue = 0
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gross = 0
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data.append({
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"month": month, "revenue": revenue,
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"labor": 0, "expense": 0, "purchase": 0,
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"net_profit": gross,
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})
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return data
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@@ -333,25 +353,28 @@ def index():
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@app.route("/api/bootstrap")
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def bootstrap():
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tenant = request.args.get("tenant", "科普·无界")
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conn = db()
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try:
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sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads ORDER BY id DESC"))
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proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals ORDER BY id DESC"))
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operations = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects ORDER BY id DESC"))
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products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions ORDER BY id DESC"))
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finance = rows(conn, "SELECT * FROM finance_records ORDER BY month DESC, id DESC")
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def q(sql, *args):
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return rows(conn, sql, args)
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sales = attach_common(conn, "sales", q("SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", tenant))
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proposals = attach_common(conn, "proposals", q("SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", tenant))
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operations = attach_common(conn, "operations", q("SELECT * FROM operation_projects WHERE tenant=? ORDER BY id DESC", tenant))
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products = attach_common(conn, "products", q("SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", tenant))
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finance = q("SELECT * FROM finance_records WHERE tenant=? ORDER BY month DESC, id DESC", tenant)
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tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
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pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
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current_month = "2026-06"
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# Finance aggregates
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def sum_finance(months, rtype):
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return sum(x["amount"] for x in finance if x["month"] in months and x["record_type"] == rtype)
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months_2026 = [f"2026-{m:02d}" for m in range(1,7)]
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months_q2 = ["2026-04","2026-05","2026-06"]
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revenue_annual = sum_finance(months_2026, "revenue")
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cost_annual = sum_finance(months_2026, "cost_expense")
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revenue_q2 = sum_finance(months_q2, "revenue")
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cost_q2 = sum_finance(months_q2, "cost_expense")
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revenue_month = sum_finance([current_month], "revenue")
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cost_month = sum_finance([current_month], "cost_expense")
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# Finance aggregates — from project_finances (project-based)
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def pf_sum(field):
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return sum(x[field] or 0 for x in pfs)
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rev_month = pf_sum("rev_2026_06")
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gross_month = pf_sum("gross_2026_06")
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rev_q2 = pf_sum("rev_2026_06")
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gross_q2 = pf_sum("gross_2026_06")
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rev_annual = rev_q2
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gross_annual = gross_q2
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# Contract aggregates — time-based
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signed_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] == "已签约")
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from datetime import date
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@@ -374,8 +397,9 @@ def bootstrap():
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"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"]]),
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"execution_projects": len([x for x in operations if x["project_type"] == "execution"]),
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"risk_projects": len([x for x in operations if x["project_status"] == "有风险" or x["risks"]]),
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"monthly_revenue": revenue_month,
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"monthly_net_profit": revenue_month - cost_month,
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"monthly_revenue": rev_month,
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"monthly_net_profit": gross_month,
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"monthly_gross": gross_month,
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"upcoming_products": len([x for x in products if x["status"] in ["规划中", "设计中", "开发中", "测试中"]]),
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"total_projects": len(operations),
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"total_proposals": len(proposals),
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@@ -386,27 +410,28 @@ def bootstrap():
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"signed_q2": signed_q2,
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"signed_month": signed_month,
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"pipeline_amount": pipeline_amount,
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"revenue_annual": revenue_annual,
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"revenue_q2": revenue_q2,
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"gross_annual": revenue_annual - cost_annual,
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"gross_q2": revenue_q2 - cost_q2,
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"revenue_annual": rev_annual,
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"revenue_q2": rev_q2,
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"gross_annual": gross_annual,
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"gross_q2": gross_q2,
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"signed_not_executed": signed_not_executed,
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},
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"recent": rows(conn, "SELECT * FROM follow_up_records ORDER BY id DESC LIMIT 8"),
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"recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),
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"risks": [{"title": "执行提醒", "content": x["next_action"]} for x in operations if x["next_action"]][:5],
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}
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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")})
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return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "projectFinances": pfs, "financeMonthly": monthly_finance(conn, tenant), "tasks": tasks, "tenant": tenant, "tenants": ["科普·无界","科研·无界","医患·无界"]})
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finally:
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conn.close()
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TABLES = {
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"sales": ("sales_leads", ["target_customer", "priority", "status"]),
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"proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date"]),
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"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"]),
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"products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes"]),
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"finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes"]),
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"tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order"]),
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"sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
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"proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "tenant"]),
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"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"]),
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"products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes", "tenant"]),
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"finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
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"tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "tenant"]),
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"projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "rev_2026_06", "rev_2026_07", "rev_2026_08", "rev_2026_09", "gross_2026_06", "gross_2026_07", "gross_2026_08", "gross_2026_09"]),
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}
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