Merge branch 'dev'

- 侧边栏「方案」改为 wiki，移至最后
- 项目详情抽屉隐藏负责人、截止时间、金额
- 项目详情去除活动/跟进区域

README.md

@@ -53,3 +53,4 @@ curl http://127.0.0.1:5177/api/health
 - 产品：慰心斋产品路线图中的 5 个产品版本
 - 财务：首版财务样例和原财务 manager 合并方向
 
+# test trigger

static/modules/drawer.js

@@ -20,7 +20,7 @@ function openDrawer(resource, id) {
   const fields = resource === "sales"
     ? [["target_customer","业务机会"],["priority","优先级"],["status","状态"]]
     : resource === "operations"
-      ? [["project_name","项目名称"],["owner","负责人"],["expected_sign_date","截止时间"],["expected_contract_amount","金额"],["notes","项目说明"]]
+      ? [["project_name","项目名称"],["notes","项目说明"]]
       : resource === "proposals"
         ? [["customer_or_project_name","客户/项目"],["proposal_type","方案类型"],["notes","备注"]]
         : [["product_name","版本名称"],["version","版本号"],["priority","优先级"],["version_goal","版本目标"],["start_date","启动时间"],["plan_date","产品方案"],["dev_done_date","研发完成"],["test_date","测试完成"],["launch_date","上线时间"],["notes","进展备注"]];
@@ -36,7 +36,7 @@ function openDrawer(resource, id) {
     test_date: "bug", devs: "users", testers: "shield-check"
   };
   const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];
-  const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : "";
+  const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "products" ? "product" : "";
   const title = esc(item.target_customer || item.project_name || (item.customer_or_project_name ? `${item.customer_or_project_name} · ${item.proposal_type || ''}` : "") || item.product_name);
   const titleForAttr = esc(item.target_customer || item.project_name || (item.customer_or_project_name ? `${item.customer_or_project_name} · ${item.proposal_type || ''}` : "") || item.product_name);
   drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${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">

static/modules/performance.js

@@ -3,35 +3,93 @@ window.renderPerformance = () => {
   const data = state.data;
   if (!data) return;
 
+  // 确保预算和已发生数据已加载
+  if (!data._perfDataLoaded) {
+    loadPerfData().then(() => { data._perfDataLoaded = true; renderPerformance(); });
+    return;
+  }
+
+  // ── 状态初始化 ──
+  if (state.planYear == null) state.planYear = new Date().getFullYear();
+  const planYear = state.planYear;
+  if (!['annual','quarterly','monthly'].includes(state.perfView)) state.perfView = 'quarterly';
   if (state.perfQuarter === undefined) state.perfQuarter = Math.floor(new Date().getMonth() / 3);
-  const q = state.perfQuarter;
-  const qLabel = ['Q1 (1-3月)', 'Q2 (4-6月)', 'Q3 (7-9月)', 'Q4 (10-12月)'];
+  const nowD = new Date();
+  const activeQ = state.perfQuarter;
+
   const qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
-  const qRange = qRanges[q];
-  const storageKey = 'opc-performance-Q' + (q + 1);
+  const activeMonths = qRanges[activeQ];
+  const qLabels = ['Q1','Q2','Q3','Q4'];
 
-  const pfs = (data.projectFinances || []);
+  // 当前聚合范围
+  let aggMonths = [];
+  if (state.perfView === 'annual') {
+    for (var mi = 1; mi <= 12; mi++) aggMonths.push(mi);
+  } else if (state.perfView === 'quarterly') {
+    aggMonths = qRanges[activeQ];
+  } else if (state.perfView === 'monthly') {
+    const m = state.perfMonth;
+    aggMonths = m ? [parseInt(m.substring(5))] : [];
+  }
 
-  const sumQ = (field) => {
+  // 月度选择器默认值
+  if (state.perfView === 'monthly' && !state.perfMonth) {
+    state.perfMonth = planYear + '-' + String(nowD.getMonth() + 1).padStart(2, '0');
+  }
+
+  // ── 数据源 ──
+  const pfs = (data.projectFinances || []);     // 已发生 → 完成情况
+  const planPfs = (data.planFinances || []);    // 预算 → 目标
+
+  // ── 通用聚合（支持年份过滤 + 月度范围）──
+  function sumByMonths(items, field, useSign, months) {
     let total = 0;
-    pfs.forEach(p => {
-      try { JSON.parse(p.budget_data || '[]').forEach(b => { const m = parseInt((b.month || '').substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(b[field] || 0); }); } catch (e) {}
+    items.forEach(p => {
+      if (useSign) {
+        const sm = p.sign_month || '';
+        const smY = parseInt(sm.substring(0, 4)) || 0;
+        const smM = parseInt(sm.substring(5)) || 0;
+        if (!months.includes(smM)) return;
+        if (planYear !== 0 && smY && smY !== planYear) return;
+        total += parseFloat(p.sign_amount || 0);
+      } else {
+        let bd = [];
+        try { bd = JSON.parse(p.budget_data || '[]'); } catch (e) {}
+        bd.forEach(b => {
+          const m = parseInt((b.month || '').substring(5)) || 0;
+          const y = parseInt((b.month || '').substring(0, 4)) || 0;
+          if (!months.includes(m)) return;
+          if (planYear !== 0 && y && y !== planYear) return;
+          total += parseFloat(b[field] || 0);
+        });
+      }
     });
     return Math.round(total);
-  };
+  }
 
-  const signTotal = Math.round(pfs.filter(x => { const m = parseInt((x.sign_month || '0').substring(5)) || 0; return qRange.includes(m); }).reduce((a, p) => a + (p.sign_amount || 0), 0));
-  const revTotal = sumQ('rev');
-  const grossTotal = sumQ('gross');
-  const paymentTotal = sumQ('payment');
+  // ── 计算 ──
+  const signActual = sumByMonths(pfs, '', true, aggMonths);
+  const revActual = sumByMonths(pfs, 'rev', false, aggMonths);
+  const grossActual = sumByMonths(pfs, 'gross', false, aggMonths);
+  const paymentActual = sumByMonths(pfs, 'payment', false, aggMonths);
+
+  const signPlan = sumByMonths(planPfs, '', true, aggMonths);
+  const revPlan = sumByMonths(planPfs, 'rev', false, aggMonths);
+  const grossPlan = sumByMonths(planPfs, 'gross', false, aggMonths);
+  const paymentPlan = sumByMonths(planPfs, 'payment', false, aggMonths);
 
   const rows = [
-    { key: 'sign', label: '签约', complete: signTotal, icon: 'file-text', defWeight: 10 },
-    { key: 'rev', label: '收入', complete: revTotal, icon: 'dollar-sign', defWeight: 20 },
-    { key: 'gross', label: '毛利', complete: grossTotal, icon: 'trending-up', defWeight: 50 },
-    { key: 'payment', label: '回款', complete: paymentTotal, icon: 'coins', defWeight: 20 },
+    { key: 'sign', label: '签约', complete: signActual, plan: signPlan, icon: 'file-text', defWeight: 10 },
+    { key: 'rev', label: '收入', complete: revActual, plan: revPlan, icon: 'dollar-sign', defWeight: 20 },
+    { key: 'gross', label: '毛利', complete: grossActual, plan: grossPlan, icon: 'trending-up', defWeight: 50 },
+    { key: 'payment', label: '回款', complete: paymentActual, plan: paymentPlan, icon: 'coins', defWeight: 20 },
   ];
 
+  // 存储 key 基于当前视图模式
+  let storageKey = 'opc-perf-t'; // default annual
+  if (state.perfView === 'quarterly') storageKey = 'opc-perf-Q' + (activeQ + 1);
+  else if (state.perfView === 'monthly') storageKey = 'opc-perf-M' + (state.perfMonth || '');
+
   const saved = JSON.parse(localStorage.getItem(storageKey) || '{}');
 
   function val(key, field, def) {
@@ -40,27 +98,23 @@ window.renderPerformance = () => {
   }
 
   function moneyWan(v) {
-    if (v >= 10000) return (v / 10000).toFixed(1) + '万';
+    if (Math.abs(v) >= 10000) return (v / 10000).toFixed(1) + '万';
     return v.toLocaleString();
   }
 
   let totalScore = 0;
   const tableRows = rows.map(r => {
-    const targetWan = val(r.key, 'targetWan', 0);
-    const target = Math.round(targetWan * 10000);
+    const target = r.plan;
     const weight = val(r.key, 'weight', r.defWeight);
     const score = target > 0 ? Math.round((r.complete / target) * weight * 10) / 10 : 0;
+    const rate = target > 0 ? Math.round((r.complete / target) * 100) : 0;
     totalScore += score;
 
     return `<tr class="border-b border-slate-100">
       <td class="p-3 align-middle text-left font-medium text-slate-700"><i data-lucide="${r.icon}" style="width:16px;height:16px;display:inline-block;vertical-align:-3px;margin-right:6px" class="text-brand-500"></i>${r.label}</td>
-      <td class="p-3 align-middle text-center">
-        <div class="inline-flex items-center gap-1">
-          <input type="number" step="0.1" min="0" value="${targetWan.toFixed(1)}" class="perf-target form-ctrl form-ctrl-sm w-20 text-center" style="appearance:none;-webkit-appearance:none" data-key="${r.key}" onchange="updatePerfScore('${r.key}','targetWan',this.value)">
-          <span class="text-xs text-slate-400">万</span>
-        </div>
-      </td>
+      <td class="p-3 align-middle text-center text-slate-700 font-mono text-sm">${moneyWan(target)}</td>
       <td class="p-3 align-middle text-center text-slate-700 font-mono text-sm">${moneyWan(r.complete)}</td>
+      <td class="p-3 align-middle text-center font-semibold text-sm ${rate >= 100 ? 'text-green-600' : rate >= 50 ? 'text-amber-600' : 'text-red-500'}">${rate}%</td>
       <td class="p-3 align-middle text-center">
         <div class="inline-flex justify-center">
           <input type="number" step="0.1" min="0" max="100" value="${weight}" class="perf-weight form-ctrl form-ctrl-sm w-16 text-center" style="appearance:none;-webkit-appearance:none" data-key="${r.key}" onchange="updatePerfScore('${r.key}','weight',this.value)">
@@ -70,9 +124,27 @@ window.renderPerformance = () => {
     </tr>`;
   }).join('');
 
-  const quarterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0">` + qLabel.map((l, i) => {
-    return `<button onclick="switchPerfQuarter(${i})" class="finance-tab${i === q ? ' active' : ''}" style="font-size:14px;font-weight:600">${l}</button>`;
-  }).join('') + `</div>`;
+  // ── Header: 仿预算/已发生模块的年/季/月筛选区 ──
+  const yearOpts = [2020, 2021, 2022, 2023, 2024, 2025, 2026, 2027];
+  const yearSelect = `<span class="text-sm text-slate-500">年份：</span><select onchange="setPerfYear(this.value)" class="px-2 py-0.5 pr-6 rounded text-sm font-medium border border-slate-200 bg-white"><option value="0"${planYear===0?' selected':''}>所有年份</option>${yearOpts.map(y => `<option value="${y}" ${planYear===y?'selected':''}>${y}年</option>`).join('')}</select>`;
+
+  const viewBtns = `<button onclick="setPerfView('annual')" class="px-3 py-0.5 rounded text-sm font-medium ${state.perfView==='annual'?'bg-brand-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">全年</button>`;
+
+  const quarterBtns = qLabels.map((ql, i) =>
+    `<button onclick="setPerfQuarter(${i})" class="px-3 py-0.5 rounded text-sm font-medium ${state.perfView==='quarterly'&&activeQ===i?'bg-brand-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${ql}</button>`
+  ).join('');
+
+  const monthBtns = activeMonths.map(m => {
+    const ms = planYear + '-' + String(m).padStart(2, '0');
+    return `<button onclick="setPerfMonth('${ms}')" class="px-3 py-0.5 rounded text-sm font-medium ${state.perfView==='monthly'&&state.perfMonth===ms?'bg-brand-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${m}月</button>`;
+  }).join('');
+
+  const headerBar = `<div class="flex items-center gap-2 flex-wrap">
+    ${yearSelect}<span class="text-slate-300 mx-1">|</span>
+    ${viewBtns}
+    <span class="text-slate-300 mx-1">|</span><span class="text-sm text-slate-500">季度：</span>${quarterBtns}
+    <span class="text-slate-300 mx-1">|</span><span class="text-sm text-slate-500">月度：</span>${monthBtns}
+  </div>`;
 
   document.querySelector("#performance").innerHTML = `
     <style>
@@ -83,13 +155,14 @@ window.renderPerformance = () => {
       .perf-target, .perf-weight { -moz-appearance: textfield; }
     </style>
     <div class="grid gap-4">
-      ${quarterTabs}
+      <div class="card py-2 px-4">${headerBar}</div>
       <section class="card p-4">
         <table class="w-full text-sm">
           <thead><tr class="bg-slate-50 border-b border-slate-200">
             <th class="p-3 text-left font-semibold text-slate-500">指标</th>
             <th class="p-3 text-center font-semibold text-slate-500">目标（万）</th>
             <th class="p-3 text-center font-semibold text-slate-500">完成情况</th>
+            <th class="p-3 text-center font-semibold text-slate-500">完成率</th>
             <th class="p-3 text-center font-semibold text-slate-500">权重</th>
             <th class="p-3 text-center font-semibold text-slate-500">评分</th>
           </tr></thead>
@@ -98,6 +171,7 @@ window.renderPerformance = () => {
             <td class="p-3 text-left text-slate-700">合计</td>
             <td class="p-3 text-center text-slate-500">—</td>
             <td class="p-3 text-center text-slate-500">—</td>
+            <td class="p-3 text-center text-slate-500">—</td>
             <td class="p-3 text-center text-slate-700">100</td>
             <td class="p-3 text-center text-brand-700 text-base">${totalScore.toFixed(1)}</td>
           </tr></tfoot>
@@ -108,17 +182,47 @@ window.renderPerformance = () => {
   if (window.lucide) window.lucide.createIcons();
 };
 
-window.switchPerfQuarter = (q) => {
+// ── 筛选切换函数 ──
+window.setPerfYear = (y) => {
+  state.planYear = parseInt(y);
+  renderPerformance();
+};
+
+window.setPerfView = (v) => {
+  state.perfView = v;
+  renderPerformance();
+};
+
+window.setPerfQuarter = (q) => {
+  state.perfView = 'quarterly';
   state.perfQuarter = q;
   renderPerformance();
 };
 
+window.setPerfMonth = (m) => {
+  state.perfView = 'monthly';
+  state.perfMonth = m;
+  renderPerformance();
+};
+
+// ── 编辑保存 ──
 window.updatePerfScore = (key, field, value) => {
-  const q = state.perfQuarter || 0;
-  const storageKey = 'opc-performance-Q' + (q + 1);
+  let storageKey = 'opc-perf-t';
+  if (state.perfView === 'quarterly') storageKey = 'opc-perf-Q' + ((state.perfQuarter || 0) + 1);
+  else if (state.perfView === 'monthly') storageKey = 'opc-perf-M' + (state.perfMonth || '');
   const saved = JSON.parse(localStorage.getItem(storageKey) || '{}');
   saved[key] = saved[key] || {};
   saved[key][field] = value;
   localStorage.setItem(storageKey, JSON.stringify(saved));
   renderPerformance();
 };
+
+// ── 数据加载 ──
+async function loadPerfData() {
+  for (var i = 0; i < 2; i++) {
+    var r = i === 0 ? 'planFinances' : 'projectFinances';
+    try {
+      state.data[r] = await api("/api/" + r + "/list?tenant=" + encodeURIComponent(state.tenant));
+    } catch(e) { console.error('loadPerfData failed:', r, e.message); }
+  }
+}

static/modules/utils.js

@@ -266,7 +266,7 @@ function switchTab(tab) {
   document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === tab));
 
   // 更新顶部标题
-  const titles = { finance: '执行管理', plan: '预算管理', projects: '重点工作台账', proposals: '业务方案', products: '版本与运营', performance: '季度绩效考核', overview_plan: '预算总览', overview_finance: '发生总览' };
+  const titles = { finance: '执行管理', plan: '预算管理', projects: '重点工作台账', proposals: 'wiki', products: '版本与运营', performance: '季度绩效考核', overview_plan: '预算总览', overview_finance: '发生总览' };
   const titleEl = document.querySelector('#workspaceTitle');
   if (titleEl) titleEl.textContent = titles[tab] || state.tenant + ' OPC 工作台';
 

templates/index.html

@@ -83,10 +83,6 @@
             <i data-lucide="file-text" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">Focus</span>
           </div>
-          <div class="sidebar-tab" data-tab="proposals" onclick="switchTab('proposals')" title="业务方案">
-            <i data-lucide="package" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">方案</span>
-          </div>
           <div class="sidebar-tab" data-tab="products" onclick="switchTab('products')" title="产品迭代">
             <i data-lucide="wallet-cards" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">产品</span>
@@ -95,6 +91,10 @@
             <i data-lucide="target" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">绩效</span>
           </div>
+          <div class="sidebar-tab" data-tab="proposals" onclick="switchTab('proposals')" title="wiki">
+            <i data-lucide="package" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">wiki</span>
+          </div>
         </div>
       </aside>
       <!-- 主内容区 -->