56feeb0cfe
首页: - 5卡片→表格(行=指标,列=时间),新增已付/现金流/项目利润行,费用行 - 行列对换:8列(年度/季度/季环比/本月/月环比/上季度/上月)×9行 - 新增「部门经营情况」卡片(部门利润/费用/净利) - 趋势图3→4列,新增月度项目利润折线图(indigo) - 命名:利润→项目利润,费用→项目费用,月度利润→月度项目利润 - 卡片改名:经营管理→项目管理,财务概览→业务(项目)财务概览 - 指标列统一颜色,去掉行编号 项目模块: - 利润→项目利润,费用→项目费用,总费用→总项目费用 - 月度回款与费用→月度回款与已付,柱状图→折线图 后端: - 新增paid/cashflow/profit指标聚合(单/多租户) - monthly_finance新增paid字段 - helpers.py修复重复return data
794 lines
56 KiB
JavaScript
794 lines
56 KiB
JavaScript
// finance.js — 经营管理（财务）模块
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const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")} 元`;
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const moneyWan = (v) => `${(Number(v || 0) / 10000).toFixed(1)} 万`;
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function renderFinance() {
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const pfs = state.data.projectFinances || [];
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const ops = state.data.operations || [];
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const fmTypesByTenant = {
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"科普·无界": ["科普音频","科普视频","科普文章","科普专访","患教会","全品类科普","调研问卷"],
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"科研·无界": ["真实世界研究","调研问卷","病例征集","患者招募"],
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"医患·无界": ["医患运营","患者管理","患教会","创新支付","电商","其他"],
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};
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const fmTypes = fmTypesByTenant[state.tenant] || fmTypesByTenant["科普·无界"];
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const tenantOps = (state.data.operations || []).filter(o => (o.project_name || "").includes(state.tenant.replace("·无界","")) || o.tenant === state.tenant);
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const now = new Date();
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const thisMonth = now.getMonth() + 1;
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const displayMonths = [];
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for (let i = 0; i < 4; i++) {
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const m = thisMonth + i;
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const mm = m > 12 ? m - 12 : m;
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displayMonths.push({ key: "2026_" + String(mm).padStart(2, "0"), label: mm + "月" });
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}
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const months = displayMonths.map(d => d.key);
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const monthLabels = displayMonths.map(d => d.label);
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const signed = pfs.filter(x => x.status === "已签约");
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const pending = pfs.filter(x => x.status === "待签约");
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const sumSign = Math.round(signed.reduce((s,x) => s + (x.sign_amount||0), 0));
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const sumPending = Math.round(pending.reduce((s,x) => s + (x.sign_amount||0), 0));
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const monthRev = months.map(m => {
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return signed.reduce((s, pf) => {
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let budget = [];
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try { budget = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
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const row = budget.find(b => (b.month || "").replace("-", "_") === m);
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return s + (row ? (parseFloat(row.rev) || 0) : 0);
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}, 0);
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});
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const monthGross = months.map(m => {
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return signed.reduce((s, pf) => {
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let budget = [];
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try { budget = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
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const row = budget.find(b => (b.month || "").replace("-", "_") === m);
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return s + (row ? (parseFloat(row.gross) || 0) : 0);
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}, 0);
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});
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const thisMonthKey = displayMonths[0].key;
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const thisMonthRev = monthRev[0];
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const thisMonthGross = monthGross[0];
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let monthPayment = 0, monthCost = 0;
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for (const pf of pfs) {
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let budget = [];
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try { budget = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
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for (const b of budget) {
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const bKey = (b.month || "").replace("-", "_");
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if (bKey === thisMonthKey) {
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monthPayment += parseFloat(b.payment || 0);
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monthCost += parseFloat(b.cost || 0);
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break;
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}
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}
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}
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monthPayment = Math.round(monthPayment);
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monthCost = Math.round(monthCost);
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const monthCashflow = monthPayment - monthCost;
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const renderPfRow = (pf) => {
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let budgetMap = {};
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try {
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const budget = JSON.parse(pf.budget_data || "[]");
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budget.forEach(b => { budgetMap[(b.month || "").replace("-", "_")] = b; });
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} catch (e) {}
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const isRevView = state.finView !== "cashflow" && state.finView !== "overview" && state.finView !== "monthly" && state.finView !== "quarterly";
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const mCols = months.map(m => {
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const b = budgetMap[m] || {};
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if (isRevView) {
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const rev = b.rev || 0;
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const gross = b.gross || 0;
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return `<td class="p-2 text-center whitespace-nowrap align-middle"><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>`;
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} else {
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const payment = b.payment || 0;
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const cost = b.cost || 0;
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return `<td class="p-2 text-center whitespace-nowrap align-middle"><span class="${payment ? 'text-amber-700 font-medium' : 'text-slate-300'}">${payment ? money(payment) : '—'}</span><br><span class="text-xs ${cost ? 'text-rose-600' : 'text-slate-300'}">${cost ? money(cost) : '—'}</span></td>`;
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}
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}).join("");
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const totalCol = (() => {
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if (isRevView) {
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const totalRev = pf.total_rev || 0;
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const totalGross = pf.total_gross || 0;
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return `<td class="p-2 text-center whitespace-nowrap align-middle font-semibold"><span class="${totalRev ? 'text-blue-700' : 'text-slate-300'}">${totalRev ? money(totalRev) : '—'}</span><br><span class="text-xs ${totalGross ? 'text-green-600' : 'text-slate-300'}">${totalGross ? money(totalGross) : '—'}</span></td>`;
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} else {
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let totalPayment = 0, totalCost = 0;
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try { JSON.parse(pf.budget_data || "[]").forEach(b => { totalPayment += parseFloat(b.payment||0)||0; totalCost += parseFloat(b.cost||0)||0; }); } catch (e) {}
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return `<td class="p-2 text-center whitespace-nowrap align-middle font-semibold"><span class="${totalPayment ? 'text-amber-700' : 'text-slate-300'}">${totalPayment ? money(totalPayment) : '—'}</span><br><span class="text-xs ${totalCost ? 'text-rose-600' : 'text-slate-300'}">${totalCost ? money(totalCost) : '—'}</span></td>`;
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}
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})();
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const sm = pf.sign_month || "";
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const signMonthCell = `<td class="p-2 text-center align-middle text-sm"><span class="pf-sm-text cursor-pointer hover:text-blue-600" id="pf-sm-${pf.id}" onclick="event.stopPropagation(); editPfSignMonth(event, ${pf.id})">${sm || '—'}</span></td>`;
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return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle">${esc(pf.customer_name)}</td>${signMonthCell}<td class="p-2 text-center align-middle text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}</tr>`;
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};
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const now2 = new Date();
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const defaultMonth2 = now2.getFullYear() + "-" + String(now2.getMonth()+1).padStart(2,"0");
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if (!state.finMonth) state.finMonth = defaultMonth2;
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if (state.finQuarter === undefined) state.finQuarter = Math.floor(now2.getMonth() / 3);
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const monthSet2 = new Set([defaultMonth2]);
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pfs.forEach(pf => { let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch(e) {} bd.forEach(b => { if (b.month) monthSet2.add(b.month); }); });
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const allMonths = [...monthSet2].sort().reverse();
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const qLabels2 = ["Q1 (1-3月)","Q2 (4-6月)","Q3 (7-9月)","Q4 (10-12月)"];
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const toolMonthSelect = allMonths.map(m => '<option value="'+m+'" '+(m===state.finMonth?'selected':'')+'>'+m+'</option>').join("");
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const toolQuarterSelect = qLabels2.map((l,i) => '<option value="'+i+'" '+(i===state.finQuarter?'selected':'')+'>'+l+'</option>').join("");
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const toolDateSelect = state.finView==='monthly'?'<span class="text-xs text-slate-500 ml-2">月份：</span><select onchange="state.finMonth=this.value;renderFinance()" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolMonthSelect+'</select>':state.finView==='quarterly'?'<span class="text-xs text-slate-500 ml-2">季度：</span><select onchange="state.finQuarter=parseInt(this.value);localStorage.setItem(\'opc-fin-quarter\',this.value);renderFinance()" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolQuarterSelect+'</select>':'';
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const finHeaderBase = `<span class="text-xs text-slate-500">视图：</span><select onchange="setFinView(this.value)" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="overview" ${state.finView==='overview'?'selected':''}>总视图</option><option value="quarterly" ${state.finView==='quarterly'?'selected':''}>季度视图</option><option value="monthly" ${state.finView==='monthly'?'selected':''}>月度视图</option></select><span class="text-xs text-slate-500 ml-3">状态：</span><select onchange="state.finFilter=this.value;renderFinance()" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url('data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E') no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="已签约" ${state.finFilter==='已签约'?'selected':''}>已签约 (${pfs.filter(x=>x.status==='已签约').length})</option><option value="待签约" ${state.finFilter==='待签约'?'selected':''}>待签约 (${pfs.filter(x=>x.status==='待签约').length})</option></select>${toolDateSelect}`;
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const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openFinanceModal()">新增财务项目</button>`;
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document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
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${card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "p-3")}
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<div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
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<div class="finance-tabs">
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<button class="finance-tab active" data-tab="info" onclick="switchFinanceTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
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<button class="finance-tab" data-tab="budget" onclick="switchFinanceTab('budget')"><i data-lucide="calendar" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>项目流水</button>
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<button class="finance-tab" data-tab="exec" onclick="switchFinanceTab('exec')"><i data-lucide="play-circle" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>执行信息</button>
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<button class="finance-tab" data-tab="tasks" onclick="switchFinanceTab('tasks')"><i data-lucide="list-checks" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>任务管理</button>
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<button class="finance-tab" data-tab="activity" onclick="switchFinanceTab('activity')"><i data-lucide="message-square" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>活动与跟进</button>
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</div>
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<form onsubmit="createFinance(event)" class="finance-form" novalidate><input type="hidden" name="pf_id" id="pf-id-input" value="">
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<div class="finance-tab-body">
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<div id="financeTabInfo">
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<div class="grid gap-4">
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<div class="grid grid-cols-3 gap-3">
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<label class="block"><span class="fin-label">部门</span><input type="hidden" name="project_id" value="${state.tenant}"><input class="form-ctrl bg-slate-50 cursor-not-allowed" value="${state.tenant}" disabled></label>
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<label class="block"><span class="fin-label">项目编号</span><input name="project_code" class="form-ctrl" placeholder="如：KP-2026-001"></label>
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<label class="block"><span class="fin-label">项目名称 <span class="text-red-500">*</span></span><input name="customer_name" required class="form-ctrl" placeholder="请输入项目名称"></label>
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</div>
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<div class="grid grid-cols-3 gap-3">
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<label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" class="form-ctrl" placeholder="必须大于 0"></label>
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<label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${monthOptions('')}</select></label>
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<label class="block"><span class="fin-label">项目状态</span><select name="status" class="form-ctrl bg-white"><option>已签约</option><option>待签约</option></select></label>
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</div>
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<div class="grid grid-cols-3 gap-3">
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<label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
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<label class="block"><span class="fin-label">经营负责人 <span class="text-red-500">*</span></span><input name="owner" required class="form-ctrl" placeholder="请输入经营负责人"></label>
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<label class="block"><span class="fin-label">业务联系人</span><input name="contact_name" class="form-ctrl" placeholder="请输入业务联系人"></label>
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</div>
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<div class="grid grid-cols-3 gap-3">
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<label class="block"><span class="fin-label">联系电话</span><input name="contact_phone" class="form-ctrl" placeholder="请输入联系电话"></label>
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<label class="block"><span class="fin-label">其他</span><input name="other_info" class="form-ctrl" placeholder="备注信息"></label>
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</div>
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<div class="block"><span class="fin-label">业务类型</span><div class="flex flex-wrap gap-2 mt-1" id="businessTypeChecks">${fmTypes.map(t => `<label class="inline-flex items-center gap-1 px-2.5 py-1 rounded-full border border-slate-200 cursor-pointer hover:border-blue-300 text-sm bt-chip" onclick="toggleBtChip(this)"><input type="checkbox" name="business_type[]" value="${t}" class="hidden"><span>${t}</span></label>`).join("")}</div></div>
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</div>
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</div>
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<div id="financeTabExec" class="hidden">
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<div class="fin-field-group">
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<p class="fin-section-label">执行信息</p>
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<div class="grid grid-cols-3 gap-4">
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<label class="block"><span class="fin-label">开始时间</span><input name="start_date" type="date" class="form-ctrl"></label>
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<label class="block"><span class="fin-label">结束时间</span><input name="end_date" type="date" class="form-ctrl"></label>
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<label class="block"><span class="fin-label">项目经理</span><input name="project_manager" class="form-ctrl" placeholder="请输入项目经理"></label>
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<label class="block"><span class="fin-label">合同服务费标准</span><select name="service_fee_standard" class="form-ctrl bg-white">${Array.from({length:21},(_,i)=>{const v=i+5;return `<option value="${v}" ${v===5?'selected':''}>${v}%</option>`}).join("")}</select></label>
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</div>
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</div>
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</div>
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<div id="financeTabBudget" class="hidden">
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<div class="grid grid-cols-6 gap-3 mb-4" id="budgetSummary">
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<div class="bg-blue-50 rounded-lg p-3 text-center border border-blue-100">
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<p class="text-xs text-blue-600 font-medium">总确收</p>
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<p class="text-lg font-bold text-blue-700" id="budgetTotalRev">¥0</p>
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</div>
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<div class="bg-green-50 rounded-lg p-3 text-center border border-green-100">
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<p class="text-xs text-green-600 font-medium">总毛利</p>
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<p class="text-lg font-bold text-green-700" id="budgetTotalGross">¥0</p>
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</div>
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<div class="bg-amber-50 rounded-lg p-3 text-center border border-amber-100" id="budgetTotalPaymentCard">
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<p class="text-xs text-amber-600 font-medium">总回款</p>
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<p class="text-lg font-bold text-amber-700" id="budgetTotalPayment">¥0</p>
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</div>
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<div class="bg-rose-50 rounded-lg p-3 text-center border border-rose-100" id="budgetTotalCostCard">
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<p class="text-xs text-rose-600 font-medium">总应付</p>
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<p class="text-lg font-bold text-rose-700" id="budgetTotalCost">¥0</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-3 text-center border border-purple-100">
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<p class="text-xs text-purple-600 font-medium">总已付</p>
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<p class="text-lg font-bold text-purple-700" id="budgetTotalPaid">¥0</p>
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</div>
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<div class="bg-orange-50 rounded-lg p-3 text-center border border-orange-100" id="budgetTotalExpenseCard">
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<p class="text-xs text-orange-600 font-medium">总项目费用</p>
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<p class="text-lg font-bold text-orange-700" id="budgetTotalExpense">¥0</p>
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</div>
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</div>
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<table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="budgetTable">
|
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<thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:140px">月份</th><th class="p-2.5 text-right font-medium text-slate-500">确收</th><th class="p-2.5 text-right font-medium text-slate-500">毛利</th><th class="p-2.5 text-right font-medium text-slate-500">回款</th><th class="p-2.5 text-right font-medium text-slate-500">应付</th><th class="p-2.5 text-right font-medium text-slate-500">已付</th><th class="p-2.5 text-right font-medium text-slate-500">项目费用</th><th class="p-2.5 w-8"></th></tr></thead>
|
||
<tbody id="budgetTbody"></tbody>
|
||
</table>
|
||
<button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addBudgetRow()"><i data-lucide="plus"></i>添加月份</button>
|
||
</div>
|
||
<div id="financeTabTasks" class="hidden">
|
||
<table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="taskTable">
|
||
<thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">月份</th><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">任务类型</th><th class="p-2.5 text-right font-medium text-slate-500">任务数量</th><th class="p-2.5 text-right font-medium text-slate-500">已执行</th><th class="p-2.5 text-right font-medium text-slate-500">差额</th><th class="p-2.5 text-right font-medium text-slate-500">单价</th><th class="p-2.5 text-right font-medium text-slate-500">执行金额</th><th class="p-2.5 text-right font-medium text-slate-500">未执行金额</th><th class="p-2.5 w-8"></th></tr></thead>
|
||
<tbody id="taskTbody"></tbody>
|
||
</table>
|
||
<button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addTaskRow()"><i data-lucide="plus"></i>添加任务</button>
|
||
</div>
|
||
<div id="financeTabActivity" class="hidden">
|
||
<div class="grid gap-2" id="finActivityList"></div>
|
||
<div class="comment-box mt-3">
|
||
<div class="squire-toolbar">
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('bold')" title="加粗"><i data-lucide="bold"></i></button>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('italic')" title="斜体"><i data-lucide="italic"></i></button>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('underline')" title="下划线"><i data-lucide="underline"></i></button>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('strikethrough')" title="删除线"><i data-lucide="strikethrough"></i></button>
|
||
<span class="squire-sep"></span>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeUnorderedList')" title="无序列表"><i data-lucide="list"></i></button>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeOrderedList')" title="有序列表"><i data-lucide="list-ordered"></i></button>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('blockquote')" title="引用"><i data-lucide="quote"></i></button>
|
||
<span class="squire-sep"></span>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('undo')" title="撤销"><i data-lucide="undo"></i></button>
|
||
<button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('redo')" title="重做"><i data-lucide="redo"></i></button>
|
||
</div>
|
||
<div class="squire-editor" id="squire_finance" placeholder="添加评论"></div>
|
||
<div class="comment-toolbar">
|
||
<span class="comment-hint">支持富文本编辑</span>
|
||
<button class="btn btn-primary btn-sm comment-submit" type="button" onclick="submitFinComment()">评论</button>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div><div class="flex justify-end gap-3 pt-2 finance-form-actions"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
|
||
${(() => {
|
||
const METRIC_CARDS = [
|
||
{ label: '签约项目总数', value: ctx => ctx.signCnt, color: 'text-slate-700' },
|
||
{ label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },
|
||
{ label: '已确收', value: ctx => moneyWan(ctx.sumRev), color: 'text-blue-700' },
|
||
{ label: '执行率', value: ctx => ctx.sumRev && ctx.signTotal ? Math.round(ctx.sumRev / ctx.signTotal * 100) + '%' : '—', color: 'text-slate-500' },
|
||
{ label: '毛利', value: ctx => money(ctx.sumGross), color: 'text-green-700' },
|
||
{ label: '毛利率', value: ctx => ctx.sumRev && ctx.sumGross ? Math.round(ctx.sumGross / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
|
||
{ label: '项目费用', value: ctx => money(ctx.sumExpense), color: 'text-orange-700' },
|
||
{ label: '已回款', value: ctx => moneyWan(ctx.sumPay), color: 'text-amber-700' },
|
||
{ label: '回款率', value: ctx => ctx.sumRev && ctx.sumPay ? Math.round(ctx.sumPay / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
|
||
{ label: '应付', value: ctx => moneyWan(ctx.sumCost), color: 'text-rose-700' },
|
||
{ label: '已付', value: ctx => moneyWan(ctx.sumPaid), color: 'text-purple-700' },
|
||
{ label: '付款率', value: ctx => ctx.sumCost && ctx.sumPaid ? Math.round(ctx.sumPaid / ctx.sumCost * 100) + '%' : '—', color: 'text-slate-500' },
|
||
{ label: '现金流', value: ctx => { const v = ctx.sumPay - ctx.sumPaid; return { val: money(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
|
||
{ label: '项目利润', value: ctx => { const v = ctx.sumGross - ctx.sumExpense; return { val: moneyWan(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
|
||
];
|
||
|
||
const renderView = (rows, sumRev, sumPay, sumCost, sumPaid, sumGross, sumExpense, signTotal, signCnt, emptyText) => {
|
||
const ctx = { sumRev, sumPay, sumCost, sumPaid, sumGross, sumExpense, signTotal, signCnt };
|
||
const cards = METRIC_CARDS.map(c => {
|
||
const v = c.value(ctx);
|
||
return typeof v === 'object' ? [c.label, v.val, v.cls] : [c.label, v, c.color];
|
||
});
|
||
const thead = '<thead><tr class="bg-slate-50 border-b border-slate-200">' +
|
||
'<th class="p-2 text-center font-semibold align-middle">项目名称</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">状态</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">签约金额</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">执行率</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">毛利</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">毛利率</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">回款率</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle text-rose-600">应付</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">付款率</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle text-orange-600">项目费用</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th>' +
|
||
'<th class="p-2 text-center font-semibold align-middle">项目利润</th>' +
|
||
'</tr></thead>';
|
||
const tbody = rows.length ? `<tbody>${rows.join("")}</tbody>` : `<tr><td colspan="15" class="p-6 text-center text-slate-400">${emptyText}</td></tr>`;
|
||
|
||
return card(`<div class="grid grid-cols-7 gap-3 mb-3">${cards.map(([l, v, c]) => '<div class="metric-card p-3"><span class="flex items-center gap-2 text-xs text-slate-500">' + l + '</span><strong class="mt-2 block text-xl ' + c + '">' + v + '</strong></div>').join("")}</div>`, "p-4") +
|
||
card(`<div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
|
||
};
|
||
|
||
const fmtNoUnit = (v) => v ? `<span class="font-medium">${Number(v||0).toLocaleString('zh-CN')}</span>` : '<span class="text-slate-300">—</span>';
|
||
const tdRow = (pf, rev, payment, cost, paid, gross, expense) => {
|
||
const cashflow = payment - paid;
|
||
const exe = rev && pf.sign_amount ? Math.round(rev / pf.sign_amount * 100) + '%' : '<span class="text-slate-300">—</span>';
|
||
const payR = rev && payment ? Math.round(payment / rev * 100) + '%' : '<span class="text-slate-300">—</span>';
|
||
const paidR = cost && paid ? Math.round(paid / cost * 100) + '%' : '<span class="text-slate-300">—</span>';
|
||
const grossR = rev && gross ? Math.round(gross / rev * 100) + '%' : '<span class="text-slate-300">—</span>';
|
||
const st = pf.status === '已签约' ? '<span class="text-green-600">已签约</span>' : '<span class="text-amber-600">待签约</span>';
|
||
const cf = cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>';
|
||
const cfCls = cashflow >= 0 ? 'text-green-600' : 'text-red-600';
|
||
const profit = gross - expense;
|
||
const pfCls = profit >= 0 ? 'text-green-600' : 'text-red-600';
|
||
const pfVal = profit ? money(profit) : '<span class="text-slate-300">—</span>';
|
||
return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="p-2 text-center align-middle text-sm">${st}</td><td class="p-2 text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="p-2 text-center text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="p-2 text-center align-middle text-sm">${exe}</td><td class="p-2 text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="p-2 text-center align-middle text-sm">${grossR}</td><td class="p-2 text-center text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="p-2 text-center align-middle text-sm">${payR}</td><td class="p-2 text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="p-2 text-center align-middle text-sm">${paidR}</td><td class="p-2 text-center text-orange-700 align-middle">${fmtNoUnit(expense)}</td><td class="p-2 text-center font-semibold align-middle ${cfCls}">${cf}</td><td class="p-2 text-center font-semibold align-middle ${pfCls}">${pfVal}</td></tr>`;
|
||
};
|
||
|
||
if (state.finView === 'monthly') {
|
||
const allPfs = pfs.filter(x => x.status === state.finFilter);
|
||
const now = new Date();
|
||
const defaultMonth = now.getFullYear() + "-" + String(now.getMonth() + 1).padStart(2, "0");
|
||
if (!state.finMonth) state.finMonth = defaultMonth;
|
||
const selMonth = state.finMonth;
|
||
const rows = [];
|
||
let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0, sumExpense = 0;
|
||
allPfs.forEach(pf => {
|
||
let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
|
||
const b = bd.find(x => (x.month || "") === selMonth) || {};
|
||
const rev = Math.round(parseFloat(b.rev || 0) || 0);
|
||
const payment = Math.round(parseFloat(b.payment || 0) || 0);
|
||
const cost = Math.round(parseFloat(b.cost || 0) || 0);
|
||
const paid = Math.round(parseFloat(b.paid || 0) || 0);
|
||
const gross = Math.round(parseFloat(b.gross || 0) || 0);
|
||
const expense = Math.round(parseFloat(b.expense || 0) || 0);
|
||
if (!rev && !payment && !cost && !paid && !gross && !expense) return;
|
||
sumRev += rev; sumPay += payment; sumCost += cost; sumPaid += paid; sumGross += gross; sumExpense += expense;
|
||
rows.push(tdRow(pf, rev, payment, cost, paid, gross, expense));
|
||
});
|
||
const signTotal = Math.round(allPfs.filter(x => (x.sign_month || "").substring(0, 7) === selMonth).reduce((a, p) => a + (p.sign_amount || 0), 0));
|
||
const signCnt = allPfs.filter(x => x.status === "已签约" && (x.sign_month || "").substring(0, 7) === selMonth).length;
|
||
return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, sumExpense, signTotal, signCnt, '该月份暂无数据');
|
||
}
|
||
|
||
if (state.finView === 'quarterly') {
|
||
const allPfs = pfs.filter(x => x.status === state.finFilter);
|
||
const qRanges = [[1, 2, 3], [4, 5, 6], [7, 8, 9], [10, 11, 12]];
|
||
const now = new Date();
|
||
if (state.finQuarter === undefined) {
|
||
const saved = localStorage.getItem("opc-fin-quarter");
|
||
state.finQuarter = saved !== null ? parseInt(saved) : Math.floor(now.getMonth() / 3);
|
||
}
|
||
const selQ = state.finQuarter;
|
||
const qRange = qRanges[selQ];
|
||
const sumBudget = (pf, field) => {
|
||
let total = 0;
|
||
try { JSON.parse(pf.budget_data || "[]").forEach(b => { const m = parseInt((b.month || "").substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(b[field] || 0); }); } catch (e) {}
|
||
return total;
|
||
};
|
||
let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0, sumExpense = 0;
|
||
const rows = [];
|
||
allPfs.forEach(pf => {
|
||
const rev = sumBudget(pf, "rev");
|
||
const payment = sumBudget(pf, "payment");
|
||
const cost = sumBudget(pf, "cost");
|
||
const paid = sumBudget(pf, "paid");
|
||
const gross = sumBudget(pf, "gross");
|
||
const expense = sumBudget(pf, "expense");
|
||
sumRev += rev; sumPay += payment; sumCost += cost; sumPaid += paid; sumGross += gross; sumExpense += expense;
|
||
rows.push(tdRow(pf, rev, payment, cost, paid, gross, expense));
|
||
});
|
||
const signTotal = Math.round(allPfs.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 signCnt = allPfs.filter(x => x.status === "已签约" && qRange.includes(parseInt((x.sign_month || "0").substring(5)) || 0)).length;
|
||
return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, sumExpense, signTotal, signCnt, '该季度暂无数据');
|
||
}
|
||
|
||
// 总视图
|
||
const calcTotals = (pf) => {
|
||
let budget = []; try { budget = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
|
||
let rev = 0, payment = 0, cost = 0, gross = 0, expense = 0;
|
||
budget.forEach(b => { rev += parseFloat(b.rev || 0) || 0; gross += parseFloat(b.gross || 0) || 0; payment += parseFloat(b.payment || 0) || 0; cost += parseFloat(b.cost || 0) || 0; expense += parseFloat(b.expense || 0) || 0; });
|
||
const paid = parseFloat(pf.total_paid) || 0;
|
||
return { rev: Math.round(rev), payment: Math.round(payment), cost: Math.round(cost), paid: Math.round(paid), gross: Math.round(gross), expense: Math.round(expense) };
|
||
};
|
||
const allPfs = pfs.filter(x => x.status === state.finFilter);
|
||
let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0, sumExpense = 0;
|
||
const rows = [];
|
||
allPfs.forEach(pf => {
|
||
const t = calcTotals(pf);
|
||
sumRev += t.rev; sumPay += t.payment; sumCost += t.cost; sumPaid += t.paid; sumGross += t.gross; sumExpense += t.expense;
|
||
rows.push(tdRow(pf, t.rev, t.payment, t.cost, t.paid, t.gross, t.expense));
|
||
});
|
||
const signTotal = Math.round(allPfs.reduce((a, p) => a + (p.sign_amount || 0), 0));
|
||
const signCnt = allPfs.filter(x => x.status === "已签约").length;
|
||
return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, sumExpense, signTotal, signCnt, '暂无数据');
|
||
})()}
|
||
</div>`;
|
||
if (window.lucide) window.lucide.createIcons();
|
||
}
|
||
|
||
window.openFinanceModal = () => {
|
||
const modal = document.querySelector("#financeModal");
|
||
const form = modal.querySelector("form");
|
||
form.querySelector('[name="project_id"]').value = state.tenant;
|
||
const dept = form.querySelector('input[disabled]');
|
||
if (dept) dept.value = state.tenant;
|
||
const pfIdInput = form.querySelector('[name="pf_id"]');
|
||
if (!pfIdInput || !pfIdInput.value) {
|
||
initBudgetTable(null);
|
||
initTaskTable(null);
|
||
document.querySelector("#financeDeleteBtn").classList.add("hidden");
|
||
}
|
||
modal.classList.remove("hidden");
|
||
};
|
||
|
||
window.addBudgetRow = (month = '', rev = '', gross = '', payment = '', cost = '', paid = '', expense = '') => {
|
||
const tbody = document.querySelector("#budgetTbody");
|
||
if (!tbody) return;
|
||
const row = document.createElement("tr");
|
||
row.innerHTML = `<td><select name="budget_month[]" class="form-ctrl form-ctrl-sm w-full" style="min-width:140px" onchange="updateBudgetSummary()">${monthOptions(month)}</select></td>
|
||
<td><input name="budget_rev[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${rev}" oninput="updateBudgetSummary()"></td>
|
||
<td><input name="budget_gross[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${gross}" oninput="updateBudgetSummary()"></td>
|
||
<td><input name="budget_payment[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${payment}" oninput="updateBudgetSummary()"></td>
|
||
<td><input name="budget_cost[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${cost}" oninput="updateBudgetSummary()"></td>
|
||
<td><input name="budget_paid[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${paid}" oninput="updateBudgetSummary()"></td>
|
||
<td><input name="budget_expense[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${expense}" oninput="updateBudgetSummary()"></td>
|
||
<td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove();updateBudgetSummary()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
|
||
tbody.appendChild(row);
|
||
if (window.lucide) window.lucide.createIcons();
|
||
};
|
||
|
||
window.updateBudgetSummary = () => {
|
||
const revEl = document.querySelector("#budgetTotalRev");
|
||
const grossEl = document.querySelector("#budgetTotalGross");
|
||
const paymentEl = document.querySelector("#budgetTotalPayment");
|
||
const costEl = document.querySelector("#budgetTotalCost");
|
||
const expenseEl = document.querySelector("#budgetTotalExpense");
|
||
const paidEl = document.querySelector("#budgetTotalPaid");
|
||
if (!revEl || !grossEl) return;
|
||
const revInputs = document.querySelectorAll('[name="budget_rev[]"]');
|
||
const grossInputs = document.querySelectorAll('[name="budget_gross[]"]');
|
||
const paymentInputs = document.querySelectorAll('[name="budget_payment[]"]');
|
||
const costInputs = document.querySelectorAll('[name="budget_cost[]"]');
|
||
const expenseInputs = document.querySelectorAll('[name="budget_expense[]"]');
|
||
const paidInputs = document.querySelectorAll('[name="budget_paid[]"]');
|
||
let totalRev = 0, totalGross = 0, totalPayment = 0, totalCost = 0, totalExpense = 0, totalPaid = 0;
|
||
revInputs.forEach(el => { totalRev += parseFloat(el.value) || 0; });
|
||
grossInputs.forEach(el => { totalGross += parseFloat(el.value) || 0; });
|
||
paymentInputs.forEach(el => { totalPayment += parseFloat(el.value) || 0; });
|
||
costInputs.forEach(el => { totalCost += parseFloat(el.value) || 0; });
|
||
expenseInputs.forEach(el => { totalExpense += parseFloat(el.value) || 0; });
|
||
paidInputs.forEach(el => { totalPaid += parseFloat(el.value) || 0; });
|
||
revEl.textContent = money(totalRev);
|
||
grossEl.textContent = money(totalGross);
|
||
if (paymentEl) paymentEl.textContent = money(totalPayment);
|
||
if (costEl) costEl.textContent = money(totalCost);
|
||
if (expenseEl) expenseEl.textContent = money(totalExpense);
|
||
if (paidEl) paidEl.textContent = money(totalPaid);
|
||
};
|
||
|
||
window.initBudgetTable = (budgetData) => {
|
||
const tbody = document.querySelector("#budgetTbody");
|
||
if (!tbody) return;
|
||
tbody.innerHTML = "";
|
||
const rows = budgetData || [];
|
||
rows.forEach(r => addBudgetRow(r.month || '', r.rev || '', r.gross || '', r.payment || '', r.cost || '', r.paid || '', r.expense || ''));
|
||
setTimeout(() => updateBudgetSummary(), 50);
|
||
};
|
||
|
||
// ---------- 任务管理 tab ----------
|
||
const TASK_TYPES = ["科普视频", "科普专访", "科普文章", "问卷调研", "病例征集"];
|
||
|
||
function taskMonthOptions(selected) {
|
||
const now = new Date();
|
||
const opts = [];
|
||
for (let i = -2; i <= 12; i++) {
|
||
const d = new Date(now.getFullYear(), now.getMonth() + i, 1);
|
||
const v = d.getFullYear() + "-" + String(d.getMonth() + 1).padStart(2, "0");
|
||
opts.push(`<option value="${v}" ${v === selected ? 'selected' : ''}>${v}</option>`);
|
||
}
|
||
return opts.join("");
|
||
}
|
||
|
||
window.addTaskRow = (taskMonth = '', taskType = '', taskCount = '', executedCount = '', unitPrice = '') => {
|
||
const tbody = document.querySelector("#taskTbody");
|
||
if (!tbody) return;
|
||
const row = document.createElement("tr");
|
||
const defaultMonth = (() => { const n = new Date(); return n.getFullYear() + "-" + String(n.getMonth()+1).padStart(2,"0"); })();
|
||
const isPreset = TASK_TYPES.includes(taskType);
|
||
const typeCell = isPreset || !taskType
|
||
? `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="onTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option ${t === taskType ? 'selected' : ''}>${t}</option>`).join("")}<option value="__custom__" ${!isPreset && taskType ? 'selected' : ''}>自定义...</option></select>`
|
||
: `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" value="${esc(taskType)}" placeholder="输入自定义类型"><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
|
||
row.innerHTML = `<td><select name="task_month[]" class="form-ctrl form-ctrl-sm w-full">${taskMonthOptions(taskMonth || defaultMonth)}</select></td>
|
||
<td class="flex items-center">${typeCell}</td>
|
||
<td><input name="task_count[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${taskCount}" oninput="updateTaskDiff(this)"></td>
|
||
<td><input name="task_executed[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${executedCount}" oninput="updateTaskDiff(this)"></td>
|
||
<td><input name="task_diff[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:80px" placeholder="—" disabled></td>
|
||
<td><input name="task_unit_price[]" type="number" step="0.01" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:90px" placeholder="0" value="${unitPrice}" oninput="updateTaskDiff(this)"></td>
|
||
<td><input name="task_exec_amount[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:140px" placeholder="—" disabled></td>
|
||
<td><input name="task_unexec_amount[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:140px" placeholder="—" disabled></td>
|
||
<td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
|
||
tbody.appendChild(row);
|
||
if (window.lucide) window.lucide.createIcons();
|
||
updateRowCalc(row);
|
||
};
|
||
|
||
window.updateTaskDiff = (el) => {
|
||
const row = el.closest('tr');
|
||
if (!row) return;
|
||
updateRowCalc(row);
|
||
};
|
||
|
||
function updateRowCalc(row) {
|
||
const countInput = row.querySelector('[name="task_count[]"]');
|
||
const execInput = row.querySelector('[name="task_executed[]"]');
|
||
const priceInput = row.querySelector('[name="task_unit_price[]"]');
|
||
const diffInput = row.querySelector('[name="task_diff[]"]');
|
||
const execAmtInput = row.querySelector('[name="task_exec_amount[]"]');
|
||
const unexecAmtInput = row.querySelector('[name="task_unexec_amount[]"]');
|
||
const c = parseFloat(countInput.value) || 0;
|
||
const e = parseFloat(execInput.value) || 0;
|
||
const p = parseFloat(priceInput.value) || 0;
|
||
const diff = c - e;
|
||
// 差额
|
||
diffInput.value = (!c && !e) ? '' : diff;
|
||
// 执行金额 = 单价 * 已执行
|
||
const execAmt = p * e;
|
||
execAmtInput.value = execAmt ? execAmt.toFixed(2) : '';
|
||
// 未执行金额 = 单价 * 差额
|
||
const unexecAmt = p * diff;
|
||
unexecAmtInput.value = unexecAmt ? unexecAmt.toFixed(2) : '';
|
||
}
|
||
|
||
window.toggleBtChip = (chip) => {
|
||
const cb = chip.querySelector('input');
|
||
cb.checked = !cb.checked;
|
||
chip.classList.toggle('bg-blue-50', cb.checked);
|
||
chip.classList.toggle('border-blue-400', cb.checked);
|
||
chip.classList.toggle('text-blue-600', cb.checked);
|
||
};
|
||
|
||
window.initTaskTable = (taskData) => {
|
||
const tbody = document.querySelector("#taskTbody");
|
||
if (!tbody) return;
|
||
tbody.innerHTML = "";
|
||
const rows = taskData || [];
|
||
rows.forEach(r => addTaskRow(r.task_month || '', r.task_type || '', r.task_count || '', r.task_executed || '', r.unit_price || ''));
|
||
};
|
||
|
||
window.onTaskTypeChange = (sel) => {
|
||
if (sel.value !== '__custom__') return;
|
||
const td = sel.parentElement;
|
||
const oldVal = sel.value;
|
||
td.innerHTML = `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="输入自定义类型" autofocus><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
|
||
if (window.lucide) window.lucide.createIcons();
|
||
td.querySelector('input').focus();
|
||
};
|
||
|
||
window.revertTaskType = (btn) => {
|
||
const td = btn.parentElement;
|
||
td.innerHTML = `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="onTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option>${t}</option>`).join("")}<option value="__custom__">自定义...</option></select>`;
|
||
if (window.lucide) window.lucide.createIcons();
|
||
};
|
||
|
||
window.closeFinanceModal = () => {
|
||
const modal = document.querySelector("#financeModal");
|
||
modal.classList.add("hidden");
|
||
};
|
||
|
||
window.editPfSignMonth = (event, pfId) => {
|
||
event.stopPropagation();
|
||
const pf = (state.data.projectFinances || []).find(x => x.id === pfId);
|
||
if (!pf) return;
|
||
const span = event.currentTarget;
|
||
const td = span.parentElement;
|
||
const currentValue = pf.sign_month || "";
|
||
const select = document.createElement("select");
|
||
select.innerHTML = monthOptions(currentValue);
|
||
select.className = "form-ctrl form-ctrl-sm w-full";
|
||
select.value = currentValue;
|
||
select.addEventListener("change", async () => {
|
||
const newValue = select.value;
|
||
try {
|
||
await api(`/api/projectFinances/${pfId}`, { method: "PUT", body: JSON.stringify({ data: { sign_month: newValue } }) });
|
||
pf.sign_month = newValue;
|
||
td.innerHTML = `<span class="pf-sm-text cursor-pointer hover:text-blue-600" onclick="editPfSignMonth(event, ${pfId})">${newValue || '—'}</span>`;
|
||
} catch (e) { toast("修改失败：" + e.message, "error"); }
|
||
});
|
||
select.addEventListener("blur", () => {
|
||
td.innerHTML = `<span class="pf-sm-text cursor-pointer hover:text-blue-600" onclick="editPfSignMonth(event, ${pfId})">${currentValue || '—'}</span>`;
|
||
});
|
||
td.innerHTML = "";
|
||
td.appendChild(select);
|
||
select.focus();
|
||
};
|
||
|
||
window.switchFinanceTab = (tab) => {
|
||
document.querySelectorAll(".finance-tab").forEach(b => b.classList.toggle("active", b.dataset.tab === tab));
|
||
document.querySelector("#financeTabInfo").classList.toggle("hidden", tab !== "info");
|
||
document.querySelector("#financeTabBudget").classList.toggle("hidden", tab !== "budget");
|
||
document.querySelector("#financeTabExec").classList.toggle("hidden", tab !== "exec");
|
||
document.querySelector("#financeTabTasks").classList.toggle("hidden", tab !== "tasks");
|
||
document.querySelector("#financeTabActivity").classList.toggle("hidden", tab !== "activity");
|
||
document.querySelector(".finance-form-actions").classList.toggle("hidden", tab === "activity");
|
||
if (tab === "activity") initFinSquire();
|
||
};
|
||
|
||
// ---------- 活动与跟进 ----------
|
||
|
||
async function loadFinFollowups(pfId) {
|
||
const list = document.querySelector("#finActivityList");
|
||
if (!list || !pfId) return;
|
||
try {
|
||
const fups = await api(`/api/followups/project_finance/${pfId}`);
|
||
list.innerHTML = fups.length
|
||
? fups.map(f => `<div class="activity-item"><div class="activity-icon"><i data-lucide="message-square"></i></div><div class="min-w-0 flex-1"><div class="flex justify-between gap-3 text-[12px] text-slate-500"><span>${esc(f.follower)} · ${esc(f.follow_up_method)}</span><span>${esc(f.followed_at)}</span></div><div class="mt-1 leading-5 text-slate-800 rich-content" data-html="${encodeURIComponent(f.content || '')}"></div>${f.next_action ? `<p class="mt-1 leading-5 text-blue-700">下一步：${text(f.next_action)}</p>` : ""}</div><button class="activity-delete" type="button" onclick="deleteFinFollowup(event, ${f.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")
|
||
: '<p class="text-sm text-slate-400 py-4 text-center">暂无跟进记录</p>';
|
||
if (window.lucide) window.lucide.createIcons();
|
||
list.querySelectorAll(".rich-content").forEach(el => {
|
||
const html = el.dataset.html;
|
||
if (html) el.innerHTML = decodeURIComponent(html);
|
||
});
|
||
} catch (e) { /* ignore */ }
|
||
}
|
||
|
||
function initFinSquire() {
|
||
const ed = document.querySelector("#squire_finance");
|
||
if (!ed || !window.Squire) return;
|
||
if (window.squireInstances["squire_finance"]) { window.squireInstances["squire_finance"].destroy(); }
|
||
const sq = new Squire(ed, { blockTag: "P" });
|
||
window.squireInstances["squire_finance"] = sq;
|
||
ed.addEventListener("focus", () => ed.classList.add("focused"));
|
||
ed.addEventListener("blur", () => { if (!ed.textContent.trim()) ed.classList.remove("focused"); });
|
||
}
|
||
|
||
window.submitFinComment = async () => {
|
||
const pfId = document.querySelector("#pf-id-input").value;
|
||
if (!pfId) return;
|
||
const sq = window.squireInstances["squire_finance"];
|
||
const content = sq ? sq.getHTML().trim() : "";
|
||
if (!content || content === "<div><br></div>" || content === "<p><br></p>") return;
|
||
const btn = document.querySelector("#financeTabActivity .comment-submit");
|
||
btn.disabled = true;
|
||
btn.textContent = "发送中…";
|
||
await api(`/api/followups/project_finance/${pfId}`, { method: "POST", body: JSON.stringify({ data: { content } }) });
|
||
sq.setHTML("");
|
||
btn.disabled = false;
|
||
btn.textContent = "评论";
|
||
await loadFinFollowups(pfId);
|
||
};
|
||
|
||
window.deleteFinFollowup = async (event, followupId) => {
|
||
event.stopPropagation();
|
||
if (!confirm("确认删除这条评论？")) return;
|
||
await api(`/api/followups/${followupId}`, { method: "DELETE" });
|
||
const pfId = document.querySelector("#pf-id-input").value;
|
||
if (pfId) await loadFinFollowups(pfId);
|
||
};
|
||
|
||
window.openPfEditModal = (pfId) => {
|
||
const pf = (state.data.projectFinances || []).find(x => x.id === pfId);
|
||
if (!pf) return;
|
||
document.querySelector("#pf-id-input").value = pf.id;
|
||
document.querySelector("#financeModalTitle").textContent = "编辑项目财务";
|
||
document.querySelector("#financeDeleteBtn").classList.remove("hidden");
|
||
const form = document.querySelector("#financeModal form");
|
||
form.querySelector('[name="project_id"]').value = pf.project_id || "";
|
||
const deptDisplay = form.querySelector('.bg-slate-50 [disabled]');
|
||
if (deptDisplay) deptDisplay.value = pf.project_id || "";
|
||
// 回填业务类型多选
|
||
const btValues = (pf.business_type || "").split(/[,，]/).map(s => s.trim()).filter(Boolean);
|
||
form.querySelectorAll('[name="business_type[]"]').forEach(cb => {
|
||
cb.checked = btValues.includes(cb.value);
|
||
const chip = cb.closest('.bt-chip');
|
||
if (chip) {
|
||
chip.classList.toggle('bg-blue-50', cb.checked);
|
||
chip.classList.toggle('border-blue-400', cb.checked);
|
||
chip.classList.toggle('text-blue-600', cb.checked);
|
||
}
|
||
});
|
||
form.querySelector('[name="customer_name"]').value = pf.customer_name || "";
|
||
const setVal = (name, val) => { const el = form.querySelector(`[name="${name}"]`); if (el) el.value = val || ""; };
|
||
setVal("project_code", pf.project_code);
|
||
form.querySelector('[name="sign_amount"]').value = pf.sign_amount || "";
|
||
const signMonthValue = pf.sign_month || "";
|
||
const signMonthEl = form.querySelector('[name="sign_month"]');
|
||
if (signMonthEl && signMonthValue) {
|
||
signMonthEl.innerHTML = monthOptions(signMonthValue);
|
||
signMonthEl.value = signMonthValue;
|
||
}
|
||
form.querySelector('[name="status"]').value = pf.status || "待签约";
|
||
form.querySelector('[name="sales_person"]').value = pf.sales_person || "";
|
||
form.querySelector('[name="owner"]').value = pf.owner || "";
|
||
setVal("start_date", pf.start_date);
|
||
setVal("end_date", pf.end_date);
|
||
setVal("task_type", pf.task_type);
|
||
setVal("task_count", pf.task_count);
|
||
setVal("service_fee_standard", pf.service_fee_standard || 5);
|
||
setVal("project_manager", pf.project_manager);
|
||
setVal("contact_name", pf.contact_name);
|
||
setVal("contact_phone", pf.contact_phone);
|
||
setVal("other_info", pf.other_info);
|
||
let budgetData = [];
|
||
try { budgetData = JSON.parse(pf.budget_data || "[]"); } catch (e) { budgetData = []; }
|
||
initBudgetTable(budgetData.length ? budgetData : null);
|
||
let taskData = [];
|
||
try { taskData = JSON.parse(pf.task_data || "[]"); } catch (e) { taskData = []; }
|
||
initTaskTable(taskData.length ? taskData : null);
|
||
setTimeout(() => updateBudgetSummary(), 100);
|
||
loadFinFollowups(pf.id);
|
||
openFinanceModal();
|
||
};
|
||
|
||
window.createFinance = async (event) => {
|
||
event.preventDefault();
|
||
const form = event.currentTarget;
|
||
const data = Object.fromEntries(new FormData(form).entries());
|
||
// 业务类型多选：合并为逗号分隔
|
||
const btChecked = form.querySelectorAll('[name="business_type[]"]:checked');
|
||
data.business_type = Array.from(btChecked).map(cb => cb.value).join(",");
|
||
data.tenant = state.tenant;
|
||
// 必填校验
|
||
if (!data.customer_name || !data.customer_name.trim()) { toast("项目名称必填", "error"); return; }
|
||
if (!data.sales_person || !data.sales_person.trim()) { toast("商务负责人必填", "error"); return; }
|
||
if (!data.owner || !data.owner.trim()) { toast("经营负责人必填", "error"); return; }
|
||
if (!data.sign_month) { toast("签约月份必填", "error"); return; }
|
||
data.sign_amount = parseFloat(data.sign_amount) || 0;
|
||
if (!(data.sign_amount > 0)) { toast("签约金额必须大于 0", "error"); return; }
|
||
const months = form.querySelectorAll('[name="budget_month[]"]');
|
||
const revs = form.querySelectorAll('[name="budget_rev[]"]');
|
||
const grosses = form.querySelectorAll('[name="budget_gross[]"]');
|
||
const payments = form.querySelectorAll('[name="budget_payment[]"]');
|
||
const costs = form.querySelectorAll('[name="budget_cost[]"]');
|
||
const expenses = form.querySelectorAll('[name="budget_expense[]"]');
|
||
const paids = form.querySelectorAll('[name="budget_paid[]"]');
|
||
const budgetRows = [];
|
||
let totalRev = 0, totalGross = 0, totalPaidFromBudget = 0;
|
||
for (let i = 0; i < months.length; i++) {
|
||
const m = months[i].value.trim();
|
||
if (!m) continue;
|
||
const rev = parseFloat(revs[i].value) || 0;
|
||
const gross = parseFloat(grosses[i].value) || 0;
|
||
const payment = parseFloat(payments[i].value) || 0;
|
||
const cost = parseFloat(costs[i].value) || 0;
|
||
const expense = parseFloat(expenses[i].value) || 0;
|
||
const paid = parseFloat(paids[i].value) || 0;
|
||
budgetRows.push({ month: m, rev, gross, payment, cost, expense, paid });
|
||
totalRev += rev;
|
||
totalGross += gross;
|
||
totalPaidFromBudget += paid;
|
||
}
|
||
data.budget_data = JSON.stringify(budgetRows);
|
||
data.total_rev = totalRev;
|
||
data.total_gross = totalGross;
|
||
data.total_paid = totalPaidFromBudget;
|
||
let totalPayment = 0, totalCost = 0, totalExpense = 0;
|
||
for (const r of budgetRows) { totalPayment += r.payment; totalCost += r.cost; totalExpense += r.expense; }
|
||
data.total_payment = totalPayment;
|
||
data.total_cost = totalCost;
|
||
data.total_expense = totalExpense;
|
||
data.total_cost = totalCost;
|
||
// 收集任务管理数据
|
||
const taskTypeInputs = form.querySelectorAll('[name="task_type[]"]');
|
||
const taskCountInputs = form.querySelectorAll('[name="task_count[]"]');
|
||
const taskExecInputs = form.querySelectorAll('[name="task_executed[]"]');
|
||
const taskRows = [];
|
||
for (let i = 0; i < taskTypeInputs.length; i++) {
|
||
const tt = taskTypeInputs[i].value.trim();
|
||
if (!tt) continue;
|
||
taskRows.push({
|
||
task_month: form.querySelectorAll('[name="task_month[]"]')[i].value || '',
|
||
task_type: tt,
|
||
task_count: parseFloat(taskCountInputs[i].value) || 0,
|
||
task_executed: parseFloat(taskExecInputs[i].value) || 0,
|
||
unit_price: parseFloat(form.querySelectorAll('[name="task_unit_price[]"]')[i].value) || 0,
|
||
});
|
||
}
|
||
data.task_data = JSON.stringify(taskRows);
|
||
// 清除数组命名的字段（FormData 会收集 task_type[] 等），避免后端写入不存在的列
|
||
delete data.task_type;
|
||
delete data.task_count;
|
||
for (const key of Object.keys(data)) {
|
||
if (key.endsWith('[]')) delete data[key];
|
||
}
|
||
const pfId = data.pf_id;
|
||
delete data.pf_id;
|
||
try {
|
||
if (pfId) {
|
||
await api("/api/projectFinances/" + pfId, { method: "PUT", body: JSON.stringify({ data }) });
|
||
if (data.customer_name) logActivity("finance", pfId, "更新了「" + data.customer_name + "」的财务信息");
|
||
} else {
|
||
const result = await api("/api/projectFinances", { method: "POST", body: JSON.stringify({ data }) });
|
||
if (result.id && data.customer_name) logActivity("finance", result.id, "创建了「" + data.customer_name + "」的财务项目");
|
||
}
|
||
form.reset();
|
||
document.querySelector("#pf-id-input").value = "";
|
||
document.querySelector("#financeModalTitle").textContent = "新增项目财务";
|
||
closeFinanceModal();
|
||
await load();
|
||
} catch (error) {
|
||
toast("保存失败：" + error.message, "error");
|
||
}
|
||
};
|
||
|
||
window.deleteFinanceItem = async () => {
|
||
const pfId = document.querySelector("#pf-id-input").value;
|
||
if (!pfId) return;
|
||
const pf = (state.data.projectFinances || []).find(x => x.id === parseInt(pfId));
|
||
const name = pf ? (pf.customer_name || "此项目") : "此项目";
|
||
if (!confirm(`确认删除「${name}」？此操作不可撤销。`)) return;
|
||
try {
|
||
await api(`/api/projectFinances/${pfId}`, { method: "DELETE" });
|
||
closeFinanceModal();
|
||
await load();
|
||
toast("已删除", "success");
|
||
} catch (error) {
|
||
toast("删除失败：" + error.message, "error");
|
||
}
|
||
};
|