593 lines
27 KiB
Python
593 lines
27 KiB
Python
from datetime import date, datetime
|
||
from pathlib import Path
|
||
import os
|
||
import shutil
|
||
import sqlite3
|
||
|
||
from flask import Flask, jsonify, render_template, request, send_file
|
||
|
||
|
||
ROOT = Path(__file__).resolve().parents[1]
|
||
DATA_DIR = ROOT / "data"
|
||
UPLOAD_DIR = DATA_DIR / "uploads"
|
||
DB_PATH = DATA_DIR / "opc.sqlite"
|
||
WEIXIN_BASE = Path("/Users/mac/天机阁/地阁/慰心斋")
|
||
|
||
DATA_DIR.mkdir(parents=True, exist_ok=True)
|
||
UPLOAD_DIR.mkdir(parents=True, exist_ok=True)
|
||
|
||
app = Flask(
|
||
__name__,
|
||
template_folder=str(ROOT / "templates"),
|
||
static_folder=str(ROOT / "static"),
|
||
)
|
||
|
||
|
||
def db():
|
||
conn = sqlite3.connect(DB_PATH)
|
||
conn.row_factory = sqlite3.Row
|
||
return conn
|
||
|
||
|
||
def now():
|
||
return datetime.utcnow().isoformat()
|
||
|
||
|
||
def rows(conn, sql, args=()):
|
||
return [dict(row) for row in conn.execute(sql, args).fetchall()]
|
||
|
||
|
||
def one(conn, sql, args=()):
|
||
row = conn.execute(sql, args).fetchone()
|
||
return dict(row) if row else None
|
||
|
||
|
||
def init_db():
|
||
conn = db()
|
||
conn.executescript(
|
||
"""
|
||
CREATE TABLE IF NOT EXISTS sales_leads (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
target_customer TEXT NOT NULL,
|
||
priority TEXT NOT NULL DEFAULT 'P1',
|
||
status TEXT NOT NULL DEFAULT '待跟进',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
CREATE TABLE IF NOT EXISTS follow_up_records (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
target_type TEXT NOT NULL,
|
||
target_id INTEGER NOT NULL,
|
||
followed_at TEXT NOT NULL DEFAULT '',
|
||
follower TEXT NOT NULL DEFAULT '慰心',
|
||
follow_up_method TEXT NOT NULL DEFAULT '记录',
|
||
content TEXT NOT NULL DEFAULT '',
|
||
next_action TEXT NOT NULL DEFAULT '',
|
||
next_follow_up_at TEXT NOT NULL DEFAULT '',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
CREATE TABLE IF NOT EXISTS business_proposals (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
customer_or_project_name TEXT NOT NULL,
|
||
version TEXT NOT NULL,
|
||
description TEXT NOT NULL DEFAULT '',
|
||
status TEXT NOT NULL DEFAULT '草稿',
|
||
created_date TEXT NOT NULL DEFAULT '',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
CREATE TABLE IF NOT EXISTS operation_projects (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
project_name TEXT NOT NULL,
|
||
project_version TEXT NOT NULL DEFAULT 'v1.0',
|
||
project_type TEXT NOT NULL DEFAULT 'opportunity',
|
||
project_status TEXT NOT NULL DEFAULT '',
|
||
current_stage TEXT NOT NULL DEFAULT '',
|
||
owner TEXT NOT NULL DEFAULT '慰心',
|
||
start_date TEXT NOT NULL DEFAULT '',
|
||
end_date TEXT NOT NULL DEFAULT '',
|
||
target_customer TEXT NOT NULL DEFAULT '',
|
||
customer_need TEXT NOT NULL DEFAULT '',
|
||
expected_contract_amount REAL NOT NULL DEFAULT 0,
|
||
expected_sign_date TEXT NOT NULL DEFAULT '',
|
||
sign_probability REAL NOT NULL DEFAULT 0,
|
||
next_action TEXT NOT NULL DEFAULT '',
|
||
related_business_proposal_id INTEGER,
|
||
sop_file_id INTEGER,
|
||
sop_stage TEXT NOT NULL DEFAULT '',
|
||
execution_progress REAL NOT NULL DEFAULT 0,
|
||
current_deliverable TEXT NOT NULL DEFAULT '',
|
||
risks TEXT NOT NULL DEFAULT '',
|
||
notes TEXT NOT NULL DEFAULT '',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
CREATE TABLE IF NOT EXISTS product_versions (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
product_name TEXT NOT NULL,
|
||
version TEXT NOT NULL,
|
||
version_goal TEXT NOT NULL DEFAULT '',
|
||
feature_list TEXT NOT NULL DEFAULT '',
|
||
launch_date TEXT NOT NULL DEFAULT '',
|
||
status TEXT NOT NULL DEFAULT '规划中',
|
||
notes TEXT NOT NULL DEFAULT '',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
CREATE TABLE IF NOT EXISTS finance_records (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
month TEXT NOT NULL,
|
||
project_name TEXT NOT NULL DEFAULT '科普（慰心斋）',
|
||
record_type TEXT NOT NULL,
|
||
category TEXT NOT NULL DEFAULT '',
|
||
amount REAL NOT NULL DEFAULT 0,
|
||
occurred_date TEXT NOT NULL DEFAULT '',
|
||
notes TEXT NOT NULL DEFAULT '',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
CREATE TABLE IF NOT EXISTS file_assets (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
module TEXT NOT NULL,
|
||
owner_id INTEGER NOT NULL,
|
||
owner_version TEXT NOT NULL DEFAULT '',
|
||
file_category TEXT NOT NULL DEFAULT '',
|
||
file_name TEXT NOT NULL,
|
||
file_type TEXT NOT NULL DEFAULT '',
|
||
file_size INTEGER NOT NULL DEFAULT 0,
|
||
file_path TEXT NOT NULL,
|
||
is_external INTEGER NOT NULL DEFAULT 0,
|
||
notes TEXT NOT NULL DEFAULT '',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
CREATE TABLE IF NOT EXISTS project_tasks (
|
||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||
project_id INTEGER NOT NULL,
|
||
phase TEXT NOT NULL DEFAULT '',
|
||
milestone TEXT NOT NULL DEFAULT '',
|
||
task TEXT NOT NULL DEFAULT '',
|
||
owner TEXT NOT NULL DEFAULT '',
|
||
due_date TEXT NOT NULL DEFAULT '',
|
||
blockers TEXT NOT NULL DEFAULT '',
|
||
notes TEXT NOT NULL DEFAULT '',
|
||
created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||
updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
|
||
);
|
||
"""
|
||
)
|
||
# Schema migrations
|
||
try: conn.execute("ALTER TABLE product_versions ADD COLUMN platform TEXT NOT NULL DEFAULT ''")
|
||
except: pass
|
||
|
||
if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
|
||
conn.close()
|
||
return
|
||
|
||
sales = [
|
||
("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。"),
|
||
("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育机会，准备方案。"),
|
||
("信达生物", "P0", "已签约", "现有科普项目升级/续约，重点保障执行。"),
|
||
("三生制药", "P1", "待跟进", "多科室医生教育+患者科普机会。"),
|
||
("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会。"),
|
||
]
|
||
for customer, priority, status, note in sales:
|
||
cur = conn.execute(
|
||
"INSERT INTO sales_leads (target_customer, priority, status) VALUES (?,?,?)",
|
||
(customer, priority, status),
|
||
)
|
||
conn.execute(
|
||
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
|
||
("sales", cur.lastrowid, date.today().isoformat(), note, "明确下一次沟通人和时间"),
|
||
)
|
||
|
||
cur = conn.execute(
|
||
"INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date) VALUES (?,?,?,?,?)",
|
||
("信达生物", "v1.5", "信达科普项目续约与报价方案", "已提交客户", "2026-05-28"),
|
||
)
|
||
proposal_id = cur.lastrowid
|
||
proposal_dir = WEIXIN_BASE / "2、业务方案/信达/v1.5"
|
||
for category, names in {
|
||
"方案": ["整体方案.pptx", "整体方案.pdf"],
|
||
"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"],
|
||
"SOP": ["SOP.docx"],
|
||
"财务流程": ["财务流程.docx"],
|
||
}.items():
|
||
for name in names:
|
||
add_file_index(conn, "proposal", proposal_id, "v1.5", category, proposal_dir / name, external=True)
|
||
|
||
projects = [
|
||
("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"),
|
||
("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"),
|
||
("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"),
|
||
]
|
||
op_dir = WEIXIN_BASE / "3、运营方案"
|
||
for name, version, kind, status, stage, progress, note in projects:
|
||
cur = conn.execute(
|
||
"""INSERT INTO operation_projects
|
||
(project_name,project_version,project_type,project_status,current_stage,target_customer,customer_need,
|
||
expected_contract_amount,expected_sign_date,sign_probability,next_action,sop_stage,execution_progress,current_deliverable)
|
||
VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
|
||
(name, version, kind, status, stage, "圆心科技", "科普内容项目执行与管理", 0 if kind == "execution" else 200, "2026-06", 100 if kind == "execution" else 70, "补齐版本要求文件并更新下一节点", stage, progress, note),
|
||
)
|
||
conn.execute(
|
||
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
|
||
("operation", cur.lastrowid, date.today().isoformat(), note, "补齐版本要求文件并更新下一节点"),
|
||
)
|
||
|
||
file_map = [
|
||
(1, "v2026-文章", "项目方案", "圆心科技--科普文章项目(1).pptx"),
|
||
(2, "v2026-视频", "项目方案", "圆心科技-科普视频项目(1).pptx"),
|
||
(3, "v2026-专访", "项目方案", "圆心科技-科普专访项目-2026年(1).pdf"),
|
||
(1, "v2026-文章", "项目管理手册", "圆心科技《项目管理手册》-2026年.pdf"),
|
||
(2, "v2026-视频", "审核标准", "科普项目-审核标准（文章-视频-音频）.pdf"),
|
||
]
|
||
for project_id, version, category, filename in file_map:
|
||
add_file_index(conn, "operation", project_id, version, category, op_dir / filename, external=True)
|
||
|
||
products = [
|
||
("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", "科普平台"),
|
||
("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", "真研平台"),
|
||
("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", "科普平台"),
|
||
("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", "科普平台"),
|
||
("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", "科普平台"),
|
||
]
|
||
for product in products:
|
||
cur = conn.execute(
|
||
"INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)",
|
||
product,
|
||
)
|
||
conn.execute(
|
||
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
|
||
("product", cur.lastrowid, date.today().isoformat(), f"{product[0]} {product[1]}：{product[2]}", "按路线图推进"),
|
||
)
|
||
|
||
for month, record_type, category, amount, notes in [
|
||
("2026-05", "revenue", "信达生物续约确认收入", 120, "信达项目阶段确收"),
|
||
("2026-06", "revenue", "信达生物续约确认收入", 80, "信达项目尾款预估"),
|
||
("2026-05", "cost_expense", "内容生产", 32, "医生劳务与内容制作"),
|
||
("2026-05", "cost_expense", "运营管理", 16, "项目管理与渠道协同"),
|
||
("2026-06", "cost_expense", "渠道分发", 24, "投放与分发费用"),
|
||
]:
|
||
conn.execute(
|
||
"INSERT INTO finance_records (month,record_type,category,amount,occurred_date,notes) VALUES (?,?,?,?,?,?)",
|
||
(month, record_type, category, amount, f"{month}-01", notes),
|
||
)
|
||
|
||
# Seed project tasks for 信达科普文章项目 (project_id=1)
|
||
tasks_seed = [
|
||
("阶段1：渠道与商务确认", "商务对接", "合同签订", "Anna", "2026-06-30", "法务审核中", "合同签订后开始执行"),
|
||
("阶段1：渠道与商务确认", "官媒渠道确认", "沟通官媒确定", "段丽华", "2026-06-30", "官媒尽力推，以先达成合作为准", "集团支持"),
|
||
("阶段1：渠道与商务确认", "官媒渠道确认", "官媒合作签约", "段丽华", "2026-06-18", "", "官媒确认细节"),
|
||
("阶段2：系统与标准搭建", "系统开发上线", "音频专访系统开发上线", "戴敏/梁军营", "2026-06-18", "客户比较着急执行，需要技术的资源", ""),
|
||
("阶段2：系统与标准搭建", "系统开发上线", "精品视频系统开发上线", "戴敏/梁军营", "2026-06-25", "", ""),
|
||
("阶段2：系统与标准搭建", "标准与培训", "业务执行手册SOP", "胡龙飞", "2026-06-12", "", "系统开发上线"),
|
||
("阶段3：人员与审核入驻", "团队组建", "医学审核人员到位", "胡龙飞", "2026-06-15", "", "审核人员招聘"),
|
||
("阶段3：人员与审核入驻", "团队组建", "视频制作人员到位", "胡龙飞", "2026-06-18", "", "项目经理招聘"),
|
||
("阶段4：供应链与制作", "供应商准入", "准入拍摄/剪辑/主持人", "胡龙飞/侯亚凤", "2026-06-18", "", ""),
|
||
("阶段2：系统与标准搭建", "脚本生产及审核", "生产脚本", "军营", "2026-06-12", "脚本目前生产比较机械，需要提前准备", "细分标签领域完成"),
|
||
]
|
||
for phase, milestone, task, owner, due_date, blockers, notes in tasks_seed:
|
||
conn.execute(
|
||
"INSERT INTO project_tasks (project_id,phase,milestone,task,owner,due_date,blockers,notes) VALUES (?,?,?,?,?,?,?,?)",
|
||
(1, phase, milestone, task, owner, due_date, blockers, notes),
|
||
)
|
||
|
||
conn.commit()
|
||
conn.close()
|
||
|
||
|
||
def add_file_index(conn, module, owner_id, owner_version, category, path, external=True):
|
||
path = Path(path)
|
||
if not path.exists():
|
||
return
|
||
conn.execute(
|
||
"""INSERT INTO file_assets
|
||
(module,owner_id,owner_version,file_category,file_name,file_type,file_size,file_path,is_external)
|
||
VALUES (?,?,?,?,?,?,?,?,?)""",
|
||
(module, owner_id, owner_version, category, path.name, path.suffix.lower().lstrip("."), path.stat().st_size, str(path), 1 if external else 0),
|
||
)
|
||
|
||
|
||
def latest_followup(conn, target_type, target_id):
|
||
row = one(
|
||
conn,
|
||
"SELECT content FROM follow_up_records WHERE target_type=? AND target_id=? ORDER BY followed_at DESC, id DESC LIMIT 1",
|
||
(target_type, target_id),
|
||
)
|
||
return row["content"] if row else ""
|
||
|
||
|
||
def attach_common(conn, resource, items):
|
||
target_map = {"sales": "sales", "proposals": "proposal", "operations": "operation", "products": "product"}
|
||
for item in items:
|
||
if resource in target_map:
|
||
item["followups"] = rows(
|
||
conn,
|
||
"SELECT * FROM follow_up_records WHERE target_type=? AND target_id=? ORDER BY followed_at DESC, id DESC",
|
||
(target_map[resource], item["id"]),
|
||
)
|
||
item["latest_follow_up_record"] = item["followups"][0]["content"] if item["followups"] else ""
|
||
if resource == "proposals":
|
||
item["files"] = rows(conn, "SELECT * FROM file_assets WHERE module='proposal' AND owner_id=? ORDER BY id DESC", (item["id"],))
|
||
if resource == "operations":
|
||
item["files"] = rows(conn, "SELECT * FROM file_assets WHERE module='operation' AND owner_id=? ORDER BY id DESC", (item["id"],))
|
||
return items
|
||
|
||
|
||
def monthly_finance(conn, tenant="科普·无界"):
|
||
from datetime import date
|
||
today = date.today()
|
||
# 6 months: 3 before + current + 2 after
|
||
from dateutil.relativedelta import relativedelta
|
||
start = today + relativedelta(months=-3)
|
||
months = []
|
||
for i in range(6):
|
||
m = start + relativedelta(months=i)
|
||
months.append(m.strftime("%Y-%m"))
|
||
data = []
|
||
for month in months:
|
||
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": 0, "expense": 0, "purchase": 0,
|
||
"net_profit": gross,
|
||
})
|
||
return data
|
||
|
||
|
||
@app.route("/")
|
||
def index():
|
||
return render_template("index.html")
|
||
|
||
|
||
@app.route("/api/bootstrap")
|
||
def bootstrap():
|
||
tenant = request.args.get("tenant", "科普·无界")
|
||
conn = db()
|
||
try:
|
||
def q(sql, *args):
|
||
return rows(conn, sql, args)
|
||
sales = attach_common(conn, "sales", q("SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", tenant))
|
||
proposals = attach_common(conn, "proposals", q("SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", tenant))
|
||
operations = attach_common(conn, "operations", q("SELECT * FROM operation_projects WHERE tenant=? ORDER BY id DESC", tenant))
|
||
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 — 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
|
||
today = date.today()
|
||
def contract_in_period(op, start, end):
|
||
if op["project_status"] != "已签约": return False
|
||
try:
|
||
d = date.fromisoformat(op["created_at"][:10])
|
||
return start <= d <= end
|
||
except: return False
|
||
signed_annual = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,1,1), date(2026,12,31)))
|
||
signed_q2 = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,4,1), date(2026,6,30)))
|
||
signed_month = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,6,1), date(2026,6,30)))
|
||
pipeline_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] not in ["已签约","已丢单","已归档","已完成"])
|
||
signed_not_executed = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_type"] == "execution" and x["execution_progress"] < 100)
|
||
summary = {
|
||
"project_name": "科普（慰心斋）",
|
||
"metrics": {
|
||
"p0_customers": len([x for x in sales if x["priority"] == "P0"]),
|
||
"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": rev_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),
|
||
"total_products": len(products),
|
||
# Extended finance metrics
|
||
"signed_amount": signed_amount,
|
||
"signed_annual": signed_annual,
|
||
"signed_q2": signed_q2,
|
||
"signed_month": signed_month,
|
||
"pipeline_amount": pipeline_amount,
|
||
"revenue_annual": rev_annual,
|
||
"revenue_q2": rev_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, "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()
|
||
|
||
|
||
TABLES = {
|
||
"sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
|
||
"proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "tenant"]),
|
||
"operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes", "tenant"]),
|
||
"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"]),
|
||
}
|
||
|
||
|
||
@app.route("/api/<resource>", methods=["POST"])
|
||
def create_resource(resource):
|
||
if resource not in TABLES:
|
||
return jsonify({"error": "unknown resource"}), 404
|
||
table, cols = TABLES[resource]
|
||
payload = request.get_json(force=True).get("data", {})
|
||
values = [payload.get(col, "") for col in cols]
|
||
conn = db()
|
||
try:
|
||
cur = conn.execute(f"INSERT INTO {table} ({','.join(cols)}) VALUES ({','.join(['?'] * len(cols))})", values)
|
||
conn.commit()
|
||
return jsonify({"id": cur.lastrowid})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/<resource>/<int:item_id>", methods=["PUT", "DELETE"])
|
||
def update_resource(resource, item_id):
|
||
if resource not in TABLES:
|
||
return jsonify({"error": "unknown resource"}), 404
|
||
table, cols = TABLES[resource]
|
||
conn = db()
|
||
try:
|
||
if request.method == "DELETE":
|
||
conn.execute(f"DELETE FROM {table} WHERE id=?", (item_id,))
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
payload = request.get_json(force=True).get("data", {})
|
||
update_cols = [col for col in cols if col in payload]
|
||
if update_cols:
|
||
conn.execute(
|
||
f"UPDATE {table} SET {','.join([col + '=?' for col in update_cols])}, updated_at=? WHERE id=?",
|
||
[payload[col] for col in update_cols] + [now(), item_id],
|
||
)
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/followups/<target_type>/<int:target_id>", methods=["POST"])
|
||
def add_followup(target_type, target_id):
|
||
payload = request.get_json(force=True).get("data", {})
|
||
conn = db()
|
||
try:
|
||
conn.execute(
|
||
"""INSERT INTO follow_up_records
|
||
(target_type,target_id,followed_at,follower,follow_up_method,content,next_action,next_follow_up_at)
|
||
VALUES (?,?,?,?,?,?,?,?)""",
|
||
(
|
||
target_type,
|
||
target_id,
|
||
payload.get("followed_at") or date.today().isoformat(),
|
||
payload.get("follower") or "慰心",
|
||
payload.get("follow_up_method") or "记录",
|
||
payload.get("content") or "",
|
||
payload.get("next_action") or "",
|
||
payload.get("next_follow_up_at") or "",
|
||
),
|
||
)
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/followups/<int:followup_id>", methods=["DELETE"])
|
||
def delete_followup(followup_id):
|
||
conn = db()
|
||
try:
|
||
cur = conn.execute("DELETE FROM follow_up_records WHERE id=?", (followup_id,))
|
||
conn.commit()
|
||
if cur.rowcount == 0:
|
||
return jsonify({"error": "not found"}), 404
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/tasks/batch-sort", methods=["POST"])
|
||
def batch_sort_tasks():
|
||
conn = db()
|
||
try:
|
||
items = request.get_json(force=True).get("items", [])
|
||
for item in items:
|
||
conn.execute("UPDATE project_tasks SET sort_order=? WHERE id=?", (item["sort_order"], item["id"]))
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/files/upload", methods=["POST"])
|
||
def upload_file():
|
||
file = request.files["file"]
|
||
module = request.form["module"]
|
||
owner_id = int(request.form["owner_id"])
|
||
owner_version = request.form.get("owner_version", "")
|
||
category = request.form.get("file_category", "")
|
||
folder = UPLOAD_DIR / module / str(owner_id)
|
||
folder.mkdir(parents=True, exist_ok=True)
|
||
target = folder / file.filename
|
||
file.save(target)
|
||
conn = db()
|
||
try:
|
||
add_file_index(conn, module, owner_id, owner_version, category, target, external=False)
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/files/<int:file_id>/content")
|
||
def file_content(file_id):
|
||
conn = db()
|
||
try:
|
||
asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,))
|
||
if not asset:
|
||
return jsonify({"error": "not found"}), 404
|
||
path = Path(asset["file_path"])
|
||
if not path.exists():
|
||
return jsonify({"error": "missing"}), 404
|
||
return send_file(path, as_attachment=request.args.get("inline") == "false", download_name=asset["file_name"])
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/files/<int:file_id>", methods=["DELETE"])
|
||
def delete_file(file_id):
|
||
conn = db()
|
||
try:
|
||
asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,))
|
||
if not asset:
|
||
return jsonify({"error": "not found"}), 404
|
||
# Remove physical file from uploads/ if it was uploaded to our dir
|
||
path = Path(asset["file_path"])
|
||
if path.exists() and str(UPLOAD_DIR) in str(path.resolve()):
|
||
path.unlink(missing_ok=True)
|
||
conn.execute("DELETE FROM file_assets WHERE id=?", (file_id,))
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/health")
|
||
def health():
|
||
return jsonify({"ok": True, "db": str(DB_PATH)})
|
||
|
||
|
||
init_db()
|
||
|
||
|
||
if __name__ == "__main__":
|
||
app.run(host="127.0.0.1", port=5177, debug=True)
|