d2d1b0f99e
- 经营月报/季报增加年份选择入口，数据按选中年份过滤 - 年份下拉框扩展至 2020-2027，增加「所有年份」选项 - 项目管理视图全年/季度/月度均按年份过滤项目列表 - 修复月度视图在所有年份模式下数据查询（substring→slice） - 修复 finView/finFilter 初始化，确保全年标签默认选中 - 修复 yearly API 缺失 tenant 参数导致跨工作台数据错误 - 费用数据（expense）遍历加年份过滤，季报指标改为从 fm 累加
129 lines
4.6 KiB
Python
129 lines
4.6 KiB
Python
# helpers.py — 业务查询辅助函数
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# 依赖：db.py；被 routes.py 和 migrations/seed_data.py 调用
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import json
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from datetime import date
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from pathlib import Path
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from db import _exec, rows, one
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def add_file_index(conn, module, owner_id, owner_version, category, path, external=True):
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path = Path(path)
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if not path.exists():
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return
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_exec(conn,
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"""INSERT INTO file_assets
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(module,owner_id,owner_version,file_category,file_name,file_type,file_size,file_path,is_external)
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VALUES (?,?,?,?,?,?,?,?,?)""",
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(module, owner_id, owner_version, category, path.name, path.suffix.lower().lstrip("."), path.stat().st_size, str(path), 1 if external else 0),
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)
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def attach_common(conn, resource, items):
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"""批量加载 followups 和 files，避免 N+1 查询"""
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if not items:
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return items
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target_map = {"sales": "sales", "proposals": "proposal", "operations": "operation", "products": "product"}
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target_type = target_map.get(resource)
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ids = [item["id"] for item in items]
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# 批量查 followups（一次性 IN 查询）
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if target_type:
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placeholders = ",".join(["?"] * len(ids))
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all_followups = rows(
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conn,
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f"SELECT * FROM follow_up_records WHERE target_type=? AND target_id IN ({placeholders}) ORDER BY followed_at DESC, id DESC",
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[target_type] + ids,
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)
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followups_by_id = {}
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for fu in all_followups:
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followups_by_id.setdefault(fu["target_id"], []).append(fu)
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for item in items:
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item["followups"] = followups_by_id.get(item["id"], [])
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item["latest_follow_up_record"] = item["followups"][0]["content"] if item["followups"] else ""
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# 批量查 files（proposals + operations）
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file_modules = {"proposals": "proposal", "operations": "operation"}
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if resource in file_modules:
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module = file_modules[resource]
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placeholders = ",".join(["?"] * len(ids))
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all_files = rows(
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conn,
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f"SELECT * FROM file_assets WHERE module=? AND owner_id IN ({placeholders}) ORDER BY id DESC",
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[module] + ids,
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)
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files_by_id = {}
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for f in all_files:
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files_by_id.setdefault(f["owner_id"], []).append(f)
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for item in items:
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item["files"] = files_by_id.get(item["id"], [])
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return items
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def monthly_finance(conn, tenant="科普·无界", year=None):
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_year = year or date.today().year
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months = [f"{_year}-{m:02d}" for m in range(1, 13)]
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pfs = rows(conn,
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"SELECT sign_amount, sign_month, budget_data, expense_data FROM project_finances WHERE tenant=?",
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[tenant])
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parsed_budgets = []
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expense_maps = {}
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for pf in pfs:
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try:
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budget = json.loads(pf.get("budget_data") or "[]")
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except (json.JSONDecodeError, TypeError):
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budget = []
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budget_map = {}
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for b in budget:
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key = (b.get("month") or "").replace("-", "_")
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budget_map[key] = {
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"rev": float(b.get("rev") or 0),
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"gross": float(b.get("gross") or 0),
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"payment": float(b.get("payment") or 0),
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}
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parsed_budgets.append((pf, budget_map))
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# Parse expense_data for cost/paid
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try:
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ed = json.loads(pf.get("expense_data") or "[]")
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except (json.JSONDecodeError, TypeError):
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ed = []
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em = {}
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for e in ed:
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key = (e.get("month") or "").replace("-", "_")
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em[key] = {
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"cost": float(e.get("cost") or 0),
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"paid": float(e.get("paid") or 0),
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}
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expense_maps[pf.get("id", id(pf))] = em
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data = []
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for month in months:
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key = month.replace("-", "_")
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revenue = gross = payment = cost = paid = sign = 0
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for pf, budget_map in parsed_budgets:
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if (pf.get("sign_month") or "") == month:
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sign += float(pf["sign_amount"] or 0)
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b = budget_map.get(key)
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if b:
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revenue += b["rev"]
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gross += b["gross"]
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payment += b["payment"]
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em = expense_maps.get(pf.get("id", id(pf)), {})
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e = em.get(key)
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if e:
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cost += e["cost"]
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paid += e["paid"]
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data.append({
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"month": month,
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"revenue": round(revenue, 2),
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"gross": round(gross, 2),
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"payment": round(payment, 2),
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"cost": round(cost, 2),
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"paid": round(paid, 2),
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"sign": round(sign, 2),
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})
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return data
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