8dc69f8bd6
Flask + Tailwind CSS + Trix + Chart.js + Lucide Icons + SQLite - 首页概览：关键指标卡片、财务趋势图、风险提醒、近期动态 - 销售管理：客户表格 + 抽屉详情（自动保存 + 评论） - 业务方案：版本表格 + 抽屉（文件上传/预览/删除 + 评论） - 运营管理：项目表格（业务机会/执行项目分类）+ 抽屉 - 产品研发：版本表格 + 抽屉 - 财务管理：月度收入/毛利/成本/净利曲线图 + 明细表 - 所有抽屉：Plane 风格紧凑布局、字段失焦自动保存、Trix 富文本评论框、点击遮罩关闭
554 lines
21 KiB
Python
554 lines
21 KiB
Python
from datetime import date, datetime
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from pathlib import Path
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import shutil
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import sqlite3
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from typing import Any, Dict, List, Optional
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from fastapi import FastAPI, File, Form, HTTPException, UploadFile
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from fastapi.middleware.cors import CORSMiddleware
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from fastapi.responses import FileResponse
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from pydantic import BaseModel
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from sqlalchemy import Column, DateTime, Float, Integer, String, Text, create_engine, select
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from sqlalchemy.orm import Session, declarative_base, sessionmaker
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ROOT = Path(__file__).resolve().parents[2]
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DATA_DIR = ROOT / "data"
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UPLOAD_DIR = DATA_DIR / "uploads"
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DB_PATH = DATA_DIR / "opc.sqlite"
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WEIXIN_BASE = Path("/Users/mac/天机阁/地阁/慰心斋")
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OLD_FINANCE_DB = WEIXIN_BASE / "5、财务管理/mananger/data/finance.sqlite"
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DATA_DIR.mkdir(parents=True, exist_ok=True)
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UPLOAD_DIR.mkdir(parents=True, exist_ok=True)
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engine = create_engine(f"sqlite:///{DB_PATH}", connect_args={"check_same_thread": False})
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SessionLocal = sessionmaker(bind=engine, autoflush=False, autocommit=False)
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Base = declarative_base()
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def now() -> datetime:
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return datetime.utcnow()
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class TimestampMixin:
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created_at = Column(DateTime, default=now)
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updated_at = Column(DateTime, default=now, onupdate=now)
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class SalesLead(Base, TimestampMixin):
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__tablename__ = "sales_leads"
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id = Column(Integer, primary_key=True)
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target_customer = Column(String, nullable=False)
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priority = Column(String, default="P1")
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status = Column(String, default="待跟进")
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class FollowUpRecord(Base, TimestampMixin):
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__tablename__ = "follow_up_records"
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id = Column(Integer, primary_key=True)
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target_type = Column(String, nullable=False)
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target_id = Column(Integer, nullable=False)
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followed_at = Column(String, default=lambda: date.today().isoformat())
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follower = Column(String, default="慰心")
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follow_up_method = Column(String, default="记录")
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content = Column(Text, default="")
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next_action = Column(Text, default="")
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next_follow_up_at = Column(String, default="")
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class BusinessProposal(Base, TimestampMixin):
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__tablename__ = "business_proposals"
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id = Column(Integer, primary_key=True)
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customer_or_project_name = Column(String, nullable=False)
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version = Column(String, nullable=False)
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description = Column(Text, default="")
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status = Column(String, default="草稿")
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created_date = Column(String, default=lambda: date.today().isoformat())
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class OperationProject(Base, TimestampMixin):
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__tablename__ = "operation_projects"
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id = Column(Integer, primary_key=True)
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project_name = Column(String, nullable=False)
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project_version = Column(String, default="v1.0")
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project_type = Column(String, default="opportunity")
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project_status = Column(String, default="线索发现")
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current_stage = Column(String, default="")
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owner = Column(String, default="慰心")
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start_date = Column(String, default="")
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end_date = Column(String, default="")
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target_customer = Column(String, default="")
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customer_need = Column(Text, default="")
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expected_contract_amount = Column(Float, default=0)
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expected_sign_date = Column(String, default="")
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sign_probability = Column(Float, default=0)
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next_action = Column(Text, default="")
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related_business_proposal_id = Column(Integer, nullable=True)
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sop_file_id = Column(Integer, nullable=True)
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sop_stage = Column(String, default="")
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execution_progress = Column(Float, default=0)
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current_deliverable = Column(Text, default="")
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risks = Column(Text, default="")
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notes = Column(Text, default="")
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class ProductVersion(Base, TimestampMixin):
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__tablename__ = "product_versions"
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id = Column(Integer, primary_key=True)
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product_name = Column(String, nullable=False)
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version = Column(String, nullable=False)
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version_goal = Column(Text, default="")
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feature_list = Column(Text, default="")
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launch_date = Column(String, default="")
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status = Column(String, default="规划中")
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notes = Column(Text, default="")
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class FinanceRecord(Base, TimestampMixin):
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__tablename__ = "finance_records"
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id = Column(Integer, primary_key=True)
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month = Column(String, nullable=False)
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project_name = Column(String, default="科普（慰心斋）")
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record_type = Column(String, nullable=False)
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category = Column(String, default="")
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amount = Column(Float, default=0)
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occurred_date = Column(String, default="")
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notes = Column(Text, default="")
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class FileAsset(Base, TimestampMixin):
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__tablename__ = "file_assets"
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id = Column(Integer, primary_key=True)
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module = Column(String, nullable=False)
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owner_id = Column(Integer, nullable=False)
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owner_version = Column(String, default="")
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file_category = Column(String, default="")
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file_name = Column(String, nullable=False)
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file_type = Column(String, default="")
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file_size = Column(Integer, default=0)
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file_path = Column(String, nullable=False)
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is_external = Column(Integer, default=0)
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notes = Column(Text, default="")
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Base.metadata.create_all(bind=engine)
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def to_dict(row: Any) -> Dict[str, Any]:
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data = {c.name: getattr(row, c.name) for c in row.__table__.columns}
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for key in ("created_at", "updated_at"):
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if data.get(key):
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data[key] = data[key].isoformat()
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return data
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def latest_followup(db: Session, target_type: str, target_id: int) -> str:
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row = db.execute(
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select(FollowUpRecord)
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.where(FollowUpRecord.target_type == target_type, FollowUpRecord.target_id == target_id)
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.order_by(FollowUpRecord.followed_at.desc(), FollowUpRecord.id.desc())
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).scalar_one_or_none()
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return row.content if row else ""
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def list_files(db: Session, module: str, owner_id: int) -> List[Dict[str, Any]]:
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rows = db.execute(
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select(FileAsset).where(FileAsset.module == module, FileAsset.owner_id == owner_id).order_by(FileAsset.id.desc())
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).scalars()
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return [to_dict(x) for x in rows]
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def create_file_asset(db: Session, module: str, owner_id: int, category: str, path: Path, version: str = "", external: bool = True):
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if not path.exists():
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return
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asset = FileAsset(
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module=module,
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owner_id=owner_id,
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owner_version=version,
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file_category=category,
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file_name=path.name,
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file_type=path.suffix.lower().lstrip("."),
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file_size=path.stat().st_size,
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file_path=str(path),
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is_external=1 if external else 0,
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)
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db.add(asset)
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def seed_data() -> None:
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db = SessionLocal()
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try:
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if db.query(SalesLead).count() > 0:
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return
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sales_rows = [
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("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架，需推进高层沟通。"),
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("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育机会，准备方案。"),
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("信达生物", "P0", "已签约", "现有科普项目升级/续约，重点保障执行。"),
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("三生制药", "P1", "待跟进", "多科室医生教育+患者科普机会。"),
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("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会。"),
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]
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for name, priority, status, note in sales_rows:
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lead = SalesLead(target_customer=name, priority=priority, status=status)
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db.add(lead)
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db.flush()
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db.add(FollowUpRecord(target_type="sales", target_id=lead.id, content=note, next_action="明确下一次沟通人和时间"))
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proposal = BusinessProposal(
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customer_or_project_name="信达生物",
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version="v1.5",
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description="信达科普项目续约与报价方案",
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status="已提交客户",
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created_date="2026-05-28",
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)
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db.add(proposal)
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db.flush()
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proposal_dir = WEIXIN_BASE / "2、业务方案/信达/v1.5"
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for category, names in {
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"方案": ["整体方案.pptx", "整体方案.pdf"],
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"成本": ["业务报价-2亿方案.xlsx", "业务报价-5250万方案.xlsx", "5、最新报价.xlsx"],
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"SOP": ["SOP.docx"],
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"财务流程": ["财务流程.docx"],
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}.items():
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for filename in names:
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create_file_asset(db, "proposal", proposal.id, category, proposal_dir / filename, proposal.version)
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ops = [
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("圆心科技 科普文章项目", "v2026-文章", "execution", "SOP 执行中", "内容生产", 55, "文章内容生产与审核执行中"),
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("圆心科技 科普视频项目", "v2026-视频", "execution", "SOP 执行中", "内容生产", 45, "视频脚本、拍摄与审核推进"),
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("圆心科技 科普专访项目", "v2026-专访", "opportunity", "方案已提交", "商务推进", 0, "专访项目推动签约"),
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]
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op_dir = WEIXIN_BASE / "3、运营方案"
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for name, version, kind, status, stage, progress, note in ops:
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project = OperationProject(
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project_name=name,
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project_version=version,
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project_type=kind,
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project_status=status,
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current_stage=stage,
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target_customer="圆心科技",
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customer_need="科普内容项目执行与管理",
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expected_contract_amount=0 if kind == "execution" else 200,
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expected_sign_date="2026-06",
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sign_probability=70 if kind == "opportunity" else 100,
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sop_stage=stage,
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execution_progress=progress,
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current_deliverable=note,
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next_action="补齐版本要求文件并更新下一节点",
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)
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db.add(project)
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db.flush()
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db.add(FollowUpRecord(target_type="operation", target_id=project.id, content=note, next_action=project.next_action))
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file_map = [
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(1, "项目方案", "圆心科技--科普文章项目(1).pptx"),
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(2, "项目方案", "圆心科技-科普视频项目(1).pptx"),
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(3, "项目方案", "圆心科技-科普专访项目-2026年(1).pdf"),
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(1, "项目管理手册", "圆心科技《项目管理手册》-2026年.pdf"),
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(2, "审核标准", "科普项目-审核标准（文章-视频-音频）.pdf"),
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]
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for project_id, category, filename in file_map:
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project = db.get(OperationProject, project_id)
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if project:
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create_file_asset(db, "operation", project.id, category, op_dir / filename, project.project_version)
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products = [
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("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中"),
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("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "医生活跃、任务完成率、AI 预审、渠道数据上报", "2026-Q3", "设计中"),
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("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "科普文章/视频浏览、医生主页、搜索", "2026-Q3", "规划中"),
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("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "预设形象、AI 配音、脚本驱动、简单模板", "2026-Q3", "规划中"),
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("渠道分发引擎", "v1.0", "六渠道统一分发", "分发 API、内容适配、分发排期、效果追踪", "2027-Q1", "规划中"),
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]
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for row in products:
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product = ProductVersion(
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product_name=row[0], version=row[1], version_goal=row[2], feature_list=row[3], launch_date=row[4], status=row[5]
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)
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db.add(product)
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db.flush()
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db.add(FollowUpRecord(target_type="product", target_id=product.id, content=f"{row[0]} {row[1]}：{row[2]}", next_action="按路线图推进"))
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finance_seed = [
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("2026-05", "revenue", "信达生物续约确认收入", 120, "信达项目阶段确收"),
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("2026-06", "revenue", "信达生物续约确认收入", 80, "信达项目尾款预估"),
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("2026-05", "cost_expense", "内容生产", 32, "医生劳务与内容制作"),
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("2026-05", "cost_expense", "运营管理", 16, "项目管理与渠道协同"),
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("2026-06", "cost_expense", "渠道分发", 24, "投放与分发费用"),
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]
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for month, record_type, category, amount, notes in finance_seed:
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db.add(FinanceRecord(month=month, record_type=record_type, category=category, amount=amount, occurred_date=f"{month}-01", notes=notes))
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if OLD_FINANCE_DB.exists():
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conn = sqlite3.connect(OLD_FINANCE_DB)
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conn.row_factory = sqlite3.Row
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for row in conn.execute("SELECT name, expected_revenue FROM customers WHERE expected_revenue > 0").fetchall():
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db.add(
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FinanceRecord(
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month="2026-07",
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record_type="revenue",
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category=f"{row['name']} 预计确收",
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amount=float(row["expected_revenue"] or 0),
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occurred_date="2026-07-01",
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notes="由原财务 manager 客户预算迁移",
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)
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)
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conn.close()
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db.commit()
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finally:
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db.close()
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seed_data()
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app = FastAPI(title="OPC Manager API")
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app.add_middleware(
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CORSMiddleware,
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allow_origins=["http://localhost:5173", "http://127.0.0.1:5173"],
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allow_credentials=True,
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allow_methods=["*"],
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allow_headers=["*"],
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)
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class Payload(BaseModel):
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data: Dict[str, Any]
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def db_session():
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db = SessionLocal()
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try:
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yield db
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finally:
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db.close()
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def get_model(name: str):
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models = {
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"sales": SalesLead,
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"followups": FollowUpRecord,
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"proposals": BusinessProposal,
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"operations": OperationProject,
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"products": ProductVersion,
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"finance": FinanceRecord,
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}
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if name not in models:
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raise HTTPException(404, "unknown resource")
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return models[name]
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def followup_target(resource: str) -> str:
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return {"sales": "sales", "operations": "operation", "products": "product"}.get(resource, resource)
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def apply_payload(obj: Any, payload: Dict[str, Any]):
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cols = {c.name for c in obj.__table__.columns}
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for key, value in payload.items():
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if key in cols and key not in {"id", "created_at", "updated_at"}:
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setattr(obj, key, value)
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@app.get("/api/summary")
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def summary():
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db = SessionLocal()
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try:
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sales = db.query(SalesLead).all()
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ops = db.query(OperationProject).all()
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products = db.query(ProductVersion).all()
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finance = db.query(FinanceRecord).all()
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current_month = "2026-05"
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revenue = sum(x.amount for x in finance if x.month == current_month and x.record_type == "revenue")
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cost_expense = sum(x.amount for x in finance if x.month == current_month and x.record_type == "cost_expense")
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net_profit = revenue - cost_expense
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risk_ops = [x for x in ops if x.project_status == "有风险" or x.risks]
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recent = []
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for record in db.query(FollowUpRecord).order_by(FollowUpRecord.id.desc()).limit(6):
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recent.append(to_dict(record))
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return {
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"project_name": "科普（慰心斋）",
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"metrics": {
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"p0_customers": len([x for x in sales if x.priority == "P0"]),
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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 ops if x.project_type == "execution"]),
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"risk_projects": len(risk_ops),
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"monthly_revenue": revenue,
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"monthly_net_profit": net_profit,
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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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},
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"risks": [
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{"title": "执行项目风险", "content": x.risks or f"{x.project_name} 需要按 SOP 更新下一节点"}
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for x in risk_ops[:5]
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],
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"recent": recent,
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}
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finally:
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db.close()
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|
||
|
||
@app.get("/api/health")
|
||
def health():
|
||
return {"ok": True, "db": str(DB_PATH)}
|
||
|
||
|
||
@app.get("/api/{resource}")
|
||
def list_resource(resource: str):
|
||
db = SessionLocal()
|
||
try:
|
||
model = get_model(resource)
|
||
rows = db.query(model).order_by(model.id.desc()).all()
|
||
data = []
|
||
for row in rows:
|
||
item = to_dict(row)
|
||
if resource in ["sales", "operations", "products"]:
|
||
item["followups"] = [
|
||
to_dict(x)
|
||
for x in db.query(FollowUpRecord)
|
||
.filter(FollowUpRecord.target_type == followup_target(resource), FollowUpRecord.target_id == row.id)
|
||
.order_by(FollowUpRecord.followed_at.desc(), FollowUpRecord.id.desc())
|
||
]
|
||
item["latest_follow_up_record"] = item["followups"][0]["content"] if item["followups"] else ""
|
||
if resource == "proposals":
|
||
item["files"] = list_files(db, "proposal", row.id)
|
||
if resource == "operations":
|
||
item["files"] = list_files(db, "operation", row.id)
|
||
data.append(item)
|
||
return data
|
||
finally:
|
||
db.close()
|
||
|
||
|
||
@app.post("/api/{resource}")
|
||
def create_resource(resource: str, payload: Payload):
|
||
db = SessionLocal()
|
||
try:
|
||
model = get_model(resource)
|
||
obj = model()
|
||
apply_payload(obj, payload.data)
|
||
db.add(obj)
|
||
db.commit()
|
||
db.refresh(obj)
|
||
return to_dict(obj)
|
||
finally:
|
||
db.close()
|
||
|
||
|
||
@app.put("/api/{resource}/{item_id}")
|
||
def update_resource(resource: str, item_id: int, payload: Payload):
|
||
db = SessionLocal()
|
||
try:
|
||
model = get_model(resource)
|
||
obj = db.get(model, item_id)
|
||
if not obj:
|
||
raise HTTPException(404, "not found")
|
||
apply_payload(obj, payload.data)
|
||
db.commit()
|
||
db.refresh(obj)
|
||
return to_dict(obj)
|
||
finally:
|
||
db.close()
|
||
|
||
|
||
@app.delete("/api/{resource}/{item_id}")
|
||
def delete_resource(resource: str, item_id: int):
|
||
db = SessionLocal()
|
||
try:
|
||
model = get_model(resource)
|
||
obj = db.get(model, item_id)
|
||
if not obj:
|
||
raise HTTPException(404, "not found")
|
||
db.delete(obj)
|
||
db.commit()
|
||
return {"ok": True}
|
||
finally:
|
||
db.close()
|
||
|
||
|
||
@app.get("/api/finance/summary/monthly")
|
||
def finance_monthly():
|
||
db = SessionLocal()
|
||
try:
|
||
rows = db.query(FinanceRecord).all()
|
||
months = sorted({x.month for x in rows})
|
||
result = []
|
||
for month in months:
|
||
revenue = sum(x.amount for x in rows if x.month == month and x.record_type == "revenue")
|
||
cost_expense = sum(x.amount for x in rows if x.month == month and x.record_type == "cost_expense")
|
||
result.append(
|
||
{
|
||
"month": month,
|
||
"revenue": revenue,
|
||
"gross_profit": revenue - cost_expense,
|
||
"cost_expense": cost_expense,
|
||
"net_profit": revenue - cost_expense,
|
||
}
|
||
)
|
||
return result
|
||
finally:
|
||
db.close()
|
||
|
||
|
||
@app.post("/api/followups/{target_type}/{target_id}")
|
||
def add_followup(target_type: str, target_id: int, payload: Payload):
|
||
db = SessionLocal()
|
||
try:
|
||
record = FollowUpRecord(target_type=target_type, target_id=target_id)
|
||
apply_payload(record, payload.data)
|
||
db.add(record)
|
||
db.commit()
|
||
db.refresh(record)
|
||
return to_dict(record)
|
||
finally:
|
||
db.close()
|
||
|
||
|
||
@app.post("/api/files/upload")
|
||
async def upload_file(
|
||
module: str = Form(...),
|
||
owner_id: int = Form(...),
|
||
owner_version: str = Form(""),
|
||
file_category: str = Form(""),
|
||
file: UploadFile = File(...),
|
||
):
|
||
db = SessionLocal()
|
||
try:
|
||
folder = UPLOAD_DIR / module / str(owner_id)
|
||
folder.mkdir(parents=True, exist_ok=True)
|
||
target = folder / file.filename
|
||
with target.open("wb") as out:
|
||
shutil.copyfileobj(file.file, out)
|
||
asset = FileAsset(
|
||
module=module,
|
||
owner_id=owner_id,
|
||
owner_version=owner_version,
|
||
file_category=file_category,
|
||
file_name=file.filename,
|
||
file_type=Path(file.filename).suffix.lower().lstrip("."),
|
||
file_size=target.stat().st_size,
|
||
file_path=str(target),
|
||
is_external=0,
|
||
)
|
||
db.add(asset)
|
||
db.commit()
|
||
db.refresh(asset)
|
||
return to_dict(asset)
|
||
finally:
|
||
db.close()
|
||
|
||
|
||
@app.get("/api/files/{file_id}/content")
|
||
def file_content(file_id: int, inline: bool = True):
|
||
db = SessionLocal()
|
||
try:
|
||
asset = db.get(FileAsset, file_id)
|
||
if not asset:
|
||
raise HTTPException(404, "file not found")
|
||
path = Path(asset.file_path)
|
||
if not path.exists():
|
||
raise HTTPException(404, "file missing")
|
||
disposition = "inline" if inline else "attachment"
|
||
return FileResponse(path, filename=asset.file_name, content_disposition_type=disposition)
|
||
finally:
|
||
db.close()
|