v3.0 — 财务重构为项目财务视图：汇总卡片+项目明细+月度确收/毛利

backend/flask_app.py

@@ -328,17 +328,20 @@ def monthly_finance(conn, tenant="科普·无界"):
         months.append(m.strftime("%Y-%m"))
     data = []
     for month in months:
-        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")
-        net = revenue - labor - expense - purchase
+        col_month = month.replace("-", "_")
+        col_rev = f"rev_{col_month}"
+        col_gross = f"gross_{col_month}"
+        # Only project_finances has columns for 2026-06 through 2026-09
+        if month in ["2026-06", "2026-07", "2026-08", "2026-09"]:
+            revenue = one(conn, f"SELECT COALESCE(SUM({col_rev}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
+            gross = one(conn, f"SELECT COALESCE(SUM({col_gross}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
+        else:
+            revenue = 0
+            gross = 0
         data.append({
             "month": month, "revenue": revenue,
-            "labor": labor, "expense": expense, "purchase": purchase,
-            "net_profit": net,
+            "labor": 0, "expense": 0, "purchase": 0,
+            "net_profit": gross,
         })
     return data
 
@@ -361,24 +364,17 @@ def bootstrap():
         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)
+        pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
         current_month = "2026-06"
-        # Finance aggregates
-        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"]
-        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")
+        # Finance aggregates — from project_finances (project-based)
+        def pf_sum(field):
+            return sum(x[field] or 0 for x in pfs)
+        rev_month = pf_sum("rev_2026_06")
+        gross_month = pf_sum("gross_2026_06")
+        rev_q2 = pf_sum("rev_2026_06")
+        gross_q2 = pf_sum("gross_2026_06")
+        rev_annual = rev_q2
+        gross_annual = gross_q2
         # 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
@@ -402,8 +398,8 @@ def bootstrap():
                 "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": rev_month,
-                "monthly_net_profit": rev_month - labor_month - expense_month - purchase_month,
-                "monthly_gross": rev_month - labor_month - expense_month - purchase_month,
+                "monthly_net_profit": gross_month,
+                "monthly_gross": gross_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),
@@ -416,14 +412,14 @@ def bootstrap():
                 "pipeline_amount": pipeline_amount,
                 "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,
+                "gross_annual": gross_annual,
+                "gross_q2": gross_q2,
                 "signed_not_executed": signed_not_executed,
             },
             "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, tenant), "tasks": tasks, "tenant": tenant, "tenants": ["科普·无界","科研·无界","医患·无界"]})
+        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"]})
     finally:
         conn.close()
 
@@ -435,6 +431,7 @@ TABLES = {
     "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"]),
+    "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"]),
 }
 
 

static/app.js

@@ -232,14 +232,18 @@ window.submitTaskForm = async (event, projectId) => {
 };
 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;
+  const form = event.currentTarget;
+  const data = Object.fromEntries(new FormData(form).entries());
   data.tenant = state.tenant;
-  data.record_type = "revenue"; // default, will be adjusted by category
+  data.sign_amount = parseFloat(data.sign_amount) || 0;
+  for (const m of ["2026-06","2026-07","2026-08","2026-09"]) {
+    const k = m.replace("-","_");
+    data["rev_"+k] = parseFloat(data["rev_"+k]) || 0;
+    data["gross_"+k] = parseFloat(data["gross_"+k]) || 0;
+  }
   try {
-    await api("/api/finance", { method: "POST", body: JSON.stringify({ data }) });
+    await api("/api/projectFinances", { method: "POST", body: JSON.stringify({ data }) });
+    form.reset();
     await load();
   } catch (error) {
     alert("新增失败：" + error.message);
@@ -421,16 +425,35 @@ function renderProducts() {
 }
 
 function renderFinance() {
-  const rows = state.data.finance.map((x) => [x.month, x.category, money(x.amount), text(x.notes)]);
+  const pfs = state.data.projectFinances || [];
+  const ops = state.data.operations || [];
+  const months = ["2026-06","2026-07","2026-08","2026-09"];
+  const monthLabels = ["6月","7月","8月","9月"];
+  
+  // Aggregates
+  const signed = pfs.filter(x => x.status === "已签单");
+  const pending = pfs.filter(x => x.status !== "已签单");
+  const sumSign = signed.reduce((s,x) => s + (x.sign_amount||0), 0);
+  const sumPending = pending.reduce((s,x) => s + (x.sign_amount||0), 0);
+  const monthRev = months.map(m => pfs.reduce((s,x) => s + (x["rev_"+m.replace("-","_")]||0), 0));
+  const monthGross = months.map(m => pfs.reduce((s,x) => s + (x["gross_"+m.replace("-","_")]||0), 0));
+  
+  const renderPfRow = (pf) => {
+    const mCols = months.map(m => {
+      const rev = pf["rev_"+m.replace("-","_")] || 0;
+      const gross = pf["gross_"+m.replace("-","_")] || 0;
+      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>`;
+    }).join("");
+    return `<tr class="border-b border-slate-100 hover:bg-slate-50"><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>`;
+  };
+
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    ${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: "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: "费用说明", input: `<input name="notes" placeholder="摘要说明">` },
-    ], { handler: "createFinance", text: "新增明细" }), "p-4")}
-    ${card(`<h3 class="font-bold text-slate-700 mb-3">明细列表 <span class="text-slate-400 font-normal">(${state.data.finance.length})</span></h3>${renderTable(["日期", "类型", "金额", "备注"], rows)}`, "p-4")}
+    <div class="grid grid-cols-6 gap-3">
+      ${[["已签项目","" + signed.length],["签约金额",money(sumSign)],["待签项目","" + pending.length],["待签金额",money(sumPending)],["本月确收",money(monthRev[0])],["本月毛利",money(monthGross[0])]].map(([l,v]) => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs text-slate-500">${l}</p><p class="text-xl font-bold text-slate-800">${v}</p></div>`).join("")}
+    </div>
+    ${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")}
+    ${card(`<div class="flex items-center justify-between cursor-pointer" onclick="document.querySelector('#pf-form-wrap').classList.toggle('hidden')"><h3 class="font-bold text-slate-700">新增项目财务</h3><i data-lucide="plus-circle" class="text-blue-600"></i></div><div id="pf-form-wrap" class="hidden mt-3"><form onsubmit="createFinance(event)" class="grid gap-3"><div class="grid grid-cols-3 gap-3"><label class="text-xs text-slate-500">项目<select name="project_id" class="w-full rounded border px-2 py-1.5 text-sm">${ops.map(o => `<option value="${o.id}">${o.project_name}</option>`).join("")}</select></label><label class="text-xs text-slate-500">业务类型<select name="business_type" class="w-full rounded border px-2 py-1.5 text-sm">${["患者管理","创新支付","电商","MCN","科普视频","科普运营","医患运营","真实世界研究","其他"].map(t => `<option>${t}</option>`).join("")}</select></label><label class="text-xs text-slate-500">客户名称<input name="customer_name" class="w-full rounded border px-2 py-1.5 text-sm"></label><label class="text-xs text-slate-500">签约金额/万<input name="sign_amount" type="number" step="0.01" class="w-full rounded border px-2 py-1.5 text-sm"></label><label class="text-xs text-slate-500">签约月份<input name="sign_month" class="w-full rounded border px-2 py-1.5 text-sm"></label><label class="text-xs text-slate-500">状态<select name="status" class="w-full rounded border px-2 py-1.5 text-sm"><option>已签单</option><option>待签</option></select></label></div><div class="grid grid-cols-8 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><button type="submit" class="btn btn-primary btn-sm justify-self-end">新增项目财务</button></form></div>`, "p-4")}
+    ${card(`<h3 class="font-bold text-slate-700 mb-3">项目明细 <span class="text-slate-400 font-normal">(${pfs.length})</span></h3><div class="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.map(renderPfRow).join("")}</tbody></table></div>`, "p-4")}
   </div>`;
   if (window.lucide) window.lucide.createIcons();
 }
@@ -452,11 +475,8 @@ function renderFinanceChart() {
     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] },
+        { label: "月度确收", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
+        { label: "月度毛利", data: financeMonthly.map((x) => x.net_profit), borderColor: "#059669", tension: 0.3 },
       ],
     },
     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 }, callback: (v) => v + "万" } } } },