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@@ -3,6 +3,7 @@ const state = {
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data: null,
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tenant: "科普·无界",
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opFilter: "all",
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finFilter: "已签单",
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projectView: null,
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chart: null,
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chart2: null,
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@@ -232,23 +233,38 @@ window.submitTaskForm = async (event, projectId) => {
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};
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window.createFinance = async (event) => {
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event.preventDefault();
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const data = Object.fromEntries(new FormData(event.currentTarget).entries());
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// Map form: month(date)→month(YYYY-MM), category→category, amount, tenant
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data.month = data.month.substring(0, 7);
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data.project_name = state.tenant;
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const form = event.currentTarget;
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const data = Object.fromEntries(new FormData(form).entries());
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data.tenant = state.tenant;
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data.record_type = "revenue"; // default, will be adjusted by category
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data.sign_amount = parseFloat(data.sign_amount) || 0;
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for (const m of ["2026-06","2026-07","2026-08","2026-09"]) {
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const k = m.replace("-","_");
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data["rev_"+k] = parseFloat(data["rev_"+k]) || 0;
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data["gross_"+k] = parseFloat(data["gross_"+k]) || 0;
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}
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const pfId = data.pf_id;
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delete data.pf_id;
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try {
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await api("/api/finance", { method: "POST", body: JSON.stringify({ data }) });
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if (pfId) {
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await api("/api/projectFinances/" + pfId, { method: "PUT", body: JSON.stringify({ data }) });
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} else {
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await api("/api/projectFinances", { method: "POST", body: JSON.stringify({ data }) });
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}
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form.reset();
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document.querySelector("#pf-id-input").value = "";
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document.querySelector("#financeModalTitle").textContent = "新增项目财务";
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closeFinanceModal();
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await load();
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} catch (error) {
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alert("新增失败:" + error.message);
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alert("保存失败:" + error.message);
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}
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};
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window.switchTab = switchTab;
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window.switchTenant = (tenant) => {
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state.tenant = tenant;
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state.projectView = null;
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const label = tenant.replace("·无界", "");
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document.querySelector("#workspaceTitle").textContent = label + " OPC 工作台";
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load();
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};
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@@ -298,7 +314,7 @@ function renderProjectTasks(projectId) {
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${phases.map((phase) => {
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const pt = tasks.filter((t) => t.phase === phase);
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if (!pt.length) return "";
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return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list" data-phase="${phase}" ondrop="handleTaskDrop(event, ${projectId}, '${phase}')" ondragover="event.preventDefault(); event.currentTarget.classList.add('drag-over')" ondragleave="event.currentTarget.classList.remove('drag-over')">${pt.map((t) => `<div class="task-row ${t.status === 'done' ? 'task-done' : ''}" data-id="${t.id}" draggable="true" ondragstart="handleTaskDragStart(event, ${t.id})" ondragend="event.currentTarget.classList.remove('dragging')"><span class="task-dot" onclick="event.stopPropagation(); toggleTaskDone(${t.id}, ${projectId})"><i data-lucide="${t.status === 'done' ? 'check-circle' : 'circle'}"></i></span><div class="task-main" onclick="openTaskForm(${projectId}, ${t.id})"><span class="task-name">${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">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
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return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list" data-phase="${phase}" ondrop="handleTaskDrop(event, ${projectId}, '${phase}')" ondragover="event.preventDefault(); event.currentTarget.classList.add('drag-over')" ondragleave="event.currentTarget.classList.remove('drag-over')">${pt.map((t) => `<div class="task-row ${t.status === 'done' ? 'task-done' : ''}" data-id="${t.id}" draggable="true" ondragstart="handleTaskDragStart(event, ${t.id})" ondragend="event.currentTarget.classList.remove('dragging')"><span class="task-dot" onclick="event.stopPropagation(); toggleTaskDone(${t.id}, ${projectId})"><i data-lucide="${t.status === 'done' ? 'check-circle' : 'circle'}"></i></span><span class="task-grip"><i data-lucide="grip-vertical"></i></span><div class="task-main" onclick="openTaskForm(${projectId}, ${t.id})"><span class="task-name">${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">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
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}).join("")}
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</div>
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<div id="task-drawer-${projectId}" class="task-drawer">
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@@ -419,18 +435,92 @@ function renderProducts() {
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}
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function renderFinance() {
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const rows = state.data.finance.map((x) => [x.month, x.category, money(x.amount), text(x.notes)]);
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const pfs = state.data.projectFinances || [];
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const ops = state.data.operations || [];
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const months = ["2026-06","2026-07","2026-08","2026-09"];
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const monthLabels = ["6月","7月","8月","9月"];
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// Aggregates
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const signed = pfs.filter(x => x.status === "已签单");
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const pending = pfs.filter(x => x.status !== "已签单");
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const sumSign = signed.reduce((s,x) => s + (x.sign_amount||0), 0);
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const sumPending = pending.reduce((s,x) => s + (x.sign_amount||0), 0);
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const monthRev = months.map(m => pfs.reduce((s,x) => s + (x["rev_"+m.replace("-","_")]||0), 0));
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const monthGross = months.map(m => pfs.reduce((s,x) => s + (x["gross_"+m.replace("-","_")]||0), 0));
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const renderPfRow = (pf) => {
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const mCols = months.map(m => {
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const rev = pf["rev_"+m.replace("-","_")] || 0;
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const gross = pf["gross_"+m.replace("-","_")] || 0;
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return `<td class="p-2 text-right whitespace-nowrap"><span class="${rev ? 'text-blue-700 font-medium' : 'text-slate-300'}">${rev ? money(rev) : '—'}</span><br><span class="text-xs ${gross ? 'text-green-600' : 'text-slate-300'}">${gross ? money(gross) : '—'}</span></td>`;
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}).join("");
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return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium">${pf.customer_name}</td><td class="p-2 text-sm">${pf.business_type}</td><td class="p-2 text-sm">${pf.status === "已签单" ? badge("已签") : badge(pf.status,"amber")}</td><td class="p-2 text-right text-sm">${money(pf.sign_amount)}</td>${mCols}<td class="p-2 text-sm text-slate-500">${pf.sales_person || ""}</td></tr>`;
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};
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document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
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${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")}
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${card(formHtml([
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{ label: "日期", input: `<input name="month" type="date" required>` },
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{ label: "类型", input: `<select name="category"><option>签单</option><option>确认收入</option><option>人力成本</option><option>费用</option><option>外部采购</option></select>` },
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{ label: "金额/万", input: `<input name="amount" type="number" step="0.01" required>` },
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{ label: "费用说明", input: `<input name="notes" placeholder="摘要说明">` },
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], { handler: "createFinance", text: "新增明细" }), "p-4")}
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${card(`<div class="flex items-center justify-between cursor-pointer" onclick="document.querySelector('#finance-table').classList.toggle('hidden'); this.querySelector('i').classList.toggle('rotate-90')"><h3 class="font-bold text-slate-700">明细列表 <span class="text-slate-400 font-normal">(${state.data.finance.length})</span></h3><i data-lucide="chevron-down" class="transition-transform rotate-90"></i></div><div id="finance-table" class="hidden mt-3">${renderTable(["日期", "类型", "金额", "备注"], rows)}</div>`, "p-4")}
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<div class="grid grid-cols-6 gap-3">
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${[["已签项目","" + signed.length],["签约金额",money(sumSign)],["待签项目","" + pending.length],["待签金额",money(sumPending)],["本月确收",money(monthRev[0])],["本月毛利",money(monthGross[0])]].map(([l,v]) => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs text-slate-500">${l}</p><p class="text-xl font-bold text-slate-800">${v}</p></div>`).join("")}
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</div>
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${card(`<div class="flex items-center justify-between cursor-pointer" onclick="toggleFinanceChart()"><h2 class="text-lg font-bold text-slate-700">月度趋势</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")}
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<div class="flex justify-end"><button class="btn btn-primary btn-sm" onclick="openFinanceModal()"><i data-lucide="plus"></i>新增财务项目</button></div>
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<div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/30" onclick="closeFinanceModal()"><div class="bg-white rounded-xl shadow-xl w-full max-w-3xl mx-4 max-h-[90vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 bg-white border-b px-6 py-4 flex items-center justify-between"><h3 class="font-bold text-lg" id="financeModalTitle">新增项目财务</h3><button class="btn btn-ghost btn-sm" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div><form onsubmit="createFinance(event)" class="p-6 grid gap-3"><input type="hidden" name="pf_id" id="pf-id-input" value=""><div class="grid grid-cols-3 gap-3"><label class="text-xs">项目<select name="project_id" class="rounded border px-2 py-1.5 text-sm w-full">${ops.map(o => `<option value="${o.id}">${o.project_name}</option>`).join("")}</select></label><label class="text-xs">业务类型<select name="business_type" class="rounded border px-2 py-1.5 text-sm w-full">${["科普音频","科普视频","科普文章","全品类科普","真实世界研究","调研问卷","病例征集","患者招募","医患运营","患者管理","患教会","创新支付","电商","其他"].map(t => `<option>${t}</option>`).join("")}</select></label><label class="text-xs">客户名称<input name="customer_name" class="rounded border px-2 py-1.5 text-sm w-full"></label><label class="text-xs">签约金额/万<input name="sign_amount" type="number" step="0.01" class="rounded border px-2 py-1.5 text-sm w-full"></label><label class="text-xs">签约月份<input name="sign_month" class="rounded border px-2 py-1.5 text-sm w-full"></label><label class="text-xs">状态<select name="status" class="rounded border px-2 py-1.5 text-sm w-full"><option>已签单</option><option>待签</option></select></label></div><div class="grid grid-cols-4 gap-2">${["06","07","08","09"].map(m => `<div class="border rounded p-2"><p class="text-xs text-slate-400 mb-1">${m}月</p><label class="text-xs text-slate-500">确收<br><input name="rev_2026_${m}" type="number" step="0.01" class="w-full rounded border px-1 py-1 text-sm" placeholder="万"></label><label class="text-xs text-slate-500 mt-1">毛利<br><input name="gross_2026_${m}" type="number" step="0.01" class="w-full rounded border px-1 py-1 text-sm" placeholder="万"></label></div>`).join("")}</div><div class="flex justify-end gap-2 pt-3 border-t"><button type="button" class="btn btn-ghost btn-sm" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm">确认新增</button></div></form></div></div>
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${card(`<h3 class="font-bold text-slate-700 mb-3">项目明细 <span class="text-slate-400 font-normal">(${pfs.length})</span></h3><div class="flex gap-2 mb-3">${[["已签单","已签"],["待签","待签"]].map(([k,v]) => `<button class="btn btn-sm ${state.finFilter === k ? 'btn-primary' : 'btn-ghost'}" onclick="state.finFilter='${k}';renderFinance()">${v} (${pfs.filter(x=>x.status===k).length})</button>`).join("")}</div><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-left font-semibold">客户</th><th class="p-2 text-left font-semibold">类型</th><th class="p-2 text-left font-semibold">状态</th><th class="p-2 text-right font-semibold">签约金额</th>${monthLabels.map(l => `<th class="p-2 text-center font-semibold">${l}<br><span class="text-xs text-slate-400">确收/毛利</span></th>`).join("")}<th class="p-2 text-left font-semibold">销售</th></tr></thead><tbody>${pfs.filter(x => x.status === state.finFilter).map(renderPfRow).join("")}</tbody></table></div>`, "p-4")}
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</div>`;
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renderChartOn("financeChart2", state.data.financeMonthly);
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if (window.lucide) window.lucide.createIcons();
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}
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window.openFinanceModal = () => {
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const modal = document.querySelector("#financeModal");
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modal.classList.remove("hidden");
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};
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window.closeFinanceModal = () => {
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const modal = document.querySelector("#financeModal");
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modal.classList.add("hidden");
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};
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window.openPfEditModal = (pfId) => {
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const pf = (state.data.projectFinances || []).find(x => x.id === pfId);
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if (!pf) return;
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document.querySelector("#pf-id-input").value = pf.id;
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document.querySelector("#financeModalTitle").textContent = "编辑项目财务";
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const form = document.querySelector("#financeModal form");
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form.querySelector('[name="project_id"]').value = pf.project_id || "";
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form.querySelector('[name="business_type"]').value = pf.business_type || "";
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form.querySelector('[name="customer_name"]').value = pf.customer_name || "";
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form.querySelector('[name="sign_amount"]').value = pf.sign_amount || "";
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form.querySelector('[name="sign_month"]').value = pf.sign_month || "";
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form.querySelector('[name="status"]').value = pf.status || "已签单";
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for (const m of ["06","07","08","09"]) {
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form.querySelector('[name="rev_2026_' + m + '"]').value = pf["rev_2026_" + m] || "";
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form.querySelector('[name="gross_2026_' + m + '"]').value = pf["gross_2026_" + m] || "";
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}
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openFinanceModal();
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};
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window.toggleFinanceChart = () => {
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const wrap = document.querySelector("#financeChartWrap");
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const icon = document.querySelector("#financeChartIcon");
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if (!wrap) return;
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wrap.classList.toggle("hidden");
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icon.classList.toggle("rotate-90");
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if (!wrap.classList.contains("hidden") && !state.chart2) renderFinanceChart();
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};
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function renderFinanceChart() {
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const { financeMonthly } = state.data;
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const canvas = document.querySelector("#financeChart2");
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if (!canvas || !window.Chart) return;
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if (state.chart2) state.chart2.destroy();
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state.chart2 = new Chart(canvas, {
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type: "line",
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data: {
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labels: financeMonthly.map((x) => x.month),
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datasets: [
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{ label: "月度确收", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
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{ label: "月度毛利", data: financeMonthly.map((x) => x.net_profit), borderColor: "#059669", tension: 0.3 },
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],
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},
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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 }, callback: (v) => v + "万" } } } },
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});
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}
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function renderChartOn(id, data) {
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@@ -488,7 +578,7 @@ function openDrawer(resource, id) {
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const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];
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const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : "";
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const title = item.target_customer || item.project_name || item.customer_or_project_name || item.product_name;
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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(${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
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drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${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="deleteDrawerItem('${resource}', ${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
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<section>
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<h3 class="drawer-section-title">属性</h3>
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<form id="drawerForm" class="drawer-fields">
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@@ -590,10 +680,10 @@ function bindDrawerAutosave(resource, id, item) {
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window.openDrawer = openDrawer;
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window.deleteOperation = async (id) => {
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if (!confirm("确认删除该项目?此操作不可撤销。")) return;
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window.deleteDrawerItem = async (resource, id) => {
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if (!confirm("确认删除?此操作不可撤销。")) return;
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try {
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await api(`/api/operations/${id}`, { method: "DELETE" });
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await api(`/api/${resource}/${id}`, { method: "DELETE" });
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closeDrawer();
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await load();
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} catch (error) {
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