v2.0.8 — 任务行添加拖拽手柄图标(grip-vertical)

backend/flask_app.py

@@ -317,12 +317,29 @@ def attach_common(conn, resource, items):
 
 
 def monthly_finance(conn, tenant="科普·无界"):
+    from datetime import date
+    today = date.today()
+    # 12 months: 9 before + current + 2 after
+    from dateutil.relativedelta import relativedelta
+    start = today + relativedelta(months=-9)
+    months = []
+    for i in range(12):
+        m = start + relativedelta(months=i)
+        months.append(m.strftime("%Y-%m"))
     data = []
-    for item in rows(conn, "SELECT DISTINCT month FROM finance_records WHERE tenant=? ORDER BY month", (tenant,)):
+    for month in months:
-        month = item["month"]
+        def s(cat):
-        revenue = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='revenue' AND tenant=?", (month, tenant))["v"]
+            return one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND category=? AND tenant=?", (month, cat, tenant))["v"]
-        cost = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='cost_expense' AND tenant=?", (month, tenant))["v"]
+        revenue = s("确认收入") + s("签单")
-        data.append({"month": month, "revenue": revenue, "gross_profit": revenue - cost, "cost_expense": cost, "net_profit": revenue - cost})
+        labor = s("人力成本")
+        expense = s("费用")
+        purchase = s("外部采购")
+        net = revenue - labor - expense - purchase
+        data.append({
+            "month": month, "revenue": revenue,
+            "labor": labor, "expense": expense, "purchase": purchase,
+            "net_profit": net,
+        })
     return data
 
 
@@ -346,16 +363,22 @@ def bootstrap():
         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):
+        def sum_cat(months, cat):
-            return sum(x["amount"] for x in finance if x["month"] in months and x["record_type"] == rtype)
+            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")
+        rev_annual = sum_cat(months_2026, "确认收入") + sum_cat(months_2026, "签单")
-        cost_annual = sum_finance(months_2026, "cost_expense")
+        labor_annual = sum_cat(months_2026, "人力成本")
-        revenue_q2 = sum_finance(months_q2, "revenue")
+        expense_annual = sum_cat(months_2026, "费用")
-        cost_q2 = sum_finance(months_q2, "cost_expense")
+        purchase_annual = sum_cat(months_2026, "外部采购")
-        revenue_month = sum_finance([current_month], "revenue")
+        rev_q2 = sum_cat(months_q2, "确认收入") + sum_cat(months_q2, "签单")
-        cost_month = sum_finance([current_month], "cost_expense")
+        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")
         # 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
@@ -378,8 +401,9 @@ 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_revenue": rev_month,
-                "monthly_net_profit": revenue_month - cost_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),
@@ -390,10 +414,10 @@ def bootstrap():
                 "signed_q2": signed_q2,
                 "signed_month": signed_month,
                 "pipeline_amount": pipeline_amount,
-                "revenue_annual": revenue_annual,
+                "revenue_annual": rev_annual,
-                "revenue_q2": revenue_q2,
+                "revenue_q2": rev_q2,
-                "gross_annual": revenue_annual - cost_annual,
+                "gross_annual": rev_annual - labor_annual - expense_annual - purchase_annual,
-                "gross_q2": revenue_q2 - cost_q2,
+                "gross_q2": rev_q2 - labor_q2 - expense_q2 - purchase_q2,
                 "signed_not_executed": signed_not_executed,
             },
             "recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),

backend/requirements.txt

@@ -1 +1,2 @@
 Flask==3.0.3
+python-dateutil==2.9.0

static/app.js

@@ -249,6 +249,8 @@ window.switchTab = switchTab;
 window.switchTenant = (tenant) => {
   state.tenant = tenant;
   state.projectView = null;
+  const label = tenant.replace("·无界", "");
+  document.querySelector("#workspaceTitle").textContent = label + " OPC 工作台";
   load();
 };
 
@@ -298,7 +300,7 @@ function renderProjectTasks(projectId) {
       ${phases.map((phase) => {
       const pt = tasks.filter((t) => t.phase === phase);
       if (!pt.length) return "";
-      return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list" data-phase="${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">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
+      return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${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">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
     }).join("")}
       </div>
       <div id="task-drawer-${projectId}" class="task-drawer">
@@ -450,13 +452,14 @@ function renderFinanceChart() {
     data: {
       labels: financeMonthly.map((x) => x.month),
       datasets: [
-        { label: "收入", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
+        { label: "确认收入", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
-        { label: "毛利", data: financeMonthly.map((x) => x.gross_profit), borderColor: "#059669", tension: 0.3 },
+        { label: "人力成本", data: financeMonthly.map((x) => x.labor), borderColor: "#ef4444", tension: 0.3 },
-        { label: "成本/费用", data: financeMonthly.map((x) => x.cost_expense), borderColor: "#d97706", tension: 0.3 },
+        { label: "费用", data: financeMonthly.map((x) => x.expense), borderColor: "#d97706", tension: 0.3 },
-        { label: "净利", data: financeMonthly.map((x) => x.net_profit), borderColor: "#7c3aed", 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 } } } } },
+    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" } } } },
   });
 }
 

static/styles.css

@@ -554,6 +554,9 @@ td {
 .task-row:hover { background: #f8fafc; }
 .task-dot { display: flex; color: #cbd5e1; flex-shrink: 0; cursor: pointer; }
 .task-dot:hover { color: #6366f1; }
+.task-grip { display: flex; color: #cbd5e1; flex-shrink: 0; cursor: grab; }
+.task-grip:hover { color: #94a3b8; }
+.task-grip:active { cursor: grabbing; }
 .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; }

templates/index.html

@@ -31,7 +31,7 @@
         <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>
+            <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 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>