8dc69f8bd6
Flask + Tailwind CSS + Trix + Chart.js + Lucide Icons + SQLite - 首页概览：关键指标卡片、财务趋势图、风险提醒、近期动态 - 销售管理：客户表格 + 抽屉详情（自动保存 + 评论） - 业务方案：版本表格 + 抽屉（文件上传/预览/删除 + 评论） - 运营管理：项目表格（业务机会/执行项目分类）+ 抽屉 - 产品研发：版本表格 + 抽屉 - 财务管理：月度收入/毛利/成本/净利曲线图 + 明细表 - 所有抽屉：Plane 风格紧凑布局、字段失焦自动保存、Trix 富文本评论框、点击遮罩关闭
389 lines
23 KiB
JavaScript
389 lines
23 KiB
JavaScript
const state = {
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active: "home",
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data: null,
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opFilter: "all",
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chart: null,
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};
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const money = (value) => `${Number(value || 0).toLocaleString("zh-CN")} 万`;
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const text = (value) => value === undefined || value === null || value === "" ? "—" : value;
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async function api(path, options = {}) {
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const response = await fetch(path, {
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headers: options.body instanceof FormData ? undefined : { "Content-Type": "application/json" },
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...options,
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});
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const data = await response.json();
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if (!response.ok) throw new Error(data.error || "请求失败");
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return data;
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}
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function badge(value) {
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const val = String(value || "—");
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let cls = "badge-slate";
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if (["P0", "有风险", "已丢单", "已延期"].includes(val)) cls = "badge-red";
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if (["P1", "方案中", "方案已提交", "商务谈判", "待客户确认"].includes(val)) cls = "badge-amber";
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if (["已签约", "已上线", "已完成", "已归档"].includes(val)) cls = "badge-green";
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if (["execution", "已签约执行项目"].includes(val)) cls = "badge-blue";
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return `<span class="badge ${cls}">${val === "execution" ? "已签约执行项目" : val === "opportunity" ? "业务机会项目" : val}</span>`;
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}
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function card(content, cls = "") {
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return `<section class="card ${cls}">${content}</section>`;
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}
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function renderTable(headers, rows, rowClicks) {
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const trAttrs = (rowClicks || []).map((rc) => rc ? `onclick="openDrawer('${rc.resource}', ${rc.id})" class="clickable-row"` : "");
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return card(`
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<div class="overflow-x-auto">
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<table>
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<thead><tr>${headers.map((h) => `<th>${h}</th>`).join("")}</tr></thead>
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<tbody>${rows.map((row, i) => `<tr ${trAttrs[i] || ""}>${row.map((c) => `<td>${c}</td>`).join("")}</tr>`).join("")}</tbody>
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</table>
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</div>
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`);
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}
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async function load() {
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state.data = await api("/api/bootstrap");
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render();
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}
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function switchTab(tab) {
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state.active = tab;
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document.querySelectorAll("#tabs button").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === tab));
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document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === tab));
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render();
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}
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function render() {
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if (!state.data) return;
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renderHome();
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renderSales();
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renderProposals();
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renderOperations();
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renderProducts();
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renderFinance();
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if (window.lucide) window.lucide.createIcons();
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}
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function renderHome() {
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const { summary, financeMonthly } = state.data;
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const m = summary.metrics;
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document.querySelector("#home").innerHTML = `
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<div class="grid gap-5">
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<div class="grid grid-cols-7 gap-3">
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${[
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["P0 客户数", m.p0_customers, "sales"],
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["跟进中销售机会", m.active_sales, "sales"],
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["已签约执行项目", m.execution_projects, "operations"],
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["有风险项目", m.risk_projects, "operations"],
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["本月收入", money(m.monthly_revenue), "finance"],
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["本月净利", money(m.monthly_net_profit), "finance"],
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["即将上线版本", m.upcoming_products, "products"],
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].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
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</div>
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<div class="grid grid-cols-[1.35fr_0.65fr] gap-5">
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${card(`<div class="mb-4 flex items-center justify-between"><h2 class="text-lg font-bold">财务趋势</h2>${badge("YYYY-MM")}</div><canvas id="financeChart" height="125"></canvas>`, "p-5")}
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${card(`<h2 class="text-lg font-bold">风险提醒</h2><div class="mt-3 grid gap-2">${(summary.risks.length ? summary.risks : [{ title: "暂无高风险", content: "当前无明确阻塞，按周更新即可。" }]).map((r) => `<div class="rounded-md border border-amber-200 bg-amber-50 p-3"><p class="font-bold text-amber-900">${r.title}</p><p class="mt-1 text-sm text-amber-800">${r.content}</p></div>`).join("")}</div>`, "p-5")}
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</div>
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${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${summary.recent.map((r) => `<div class="flex justify-between rounded-md bg-slate-50 px-3 py-2 text-sm"><span>${r.content}</span><span class="text-slate-500">${r.followed_at}</span></div>`).join("")}</div>`, "p-5")}
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</div>
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`;
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renderChart(financeMonthly);
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}
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function renderChart(data) {
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const canvas = document.querySelector("#financeChart");
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if (!canvas || !window.Chart) return;
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if (state.chart) state.chart.destroy();
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state.chart = new Chart(canvas, {
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type: "line",
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data: {
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labels: data.map((x) => x.month),
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datasets: [
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{ label: "收入", data: data.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
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{ label: "毛利", data: data.map((x) => x.gross_profit), borderColor: "#059669", tension: 0.3 },
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{ label: "成本/费用", data: data.map((x) => x.cost_expense), borderColor: "#d97706", tension: 0.3 },
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{ label: "净利", data: data.map((x) => x.net_profit), borderColor: "#7c3aed", tension: 0.3 },
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],
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},
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options: { responsive: true, plugins: { legend: { position: "bottom" } } },
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});
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}
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function formHtml(fields, button) {
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return `<form class="inline-form flex flex-wrap items-end gap-3" onsubmit="${button.handler}(event)">
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${fields.map((f) => `<label class="grid gap-1 text-sm"><span class="font-bold text-slate-600">${f.label}</span>${f.input}</label>`).join("")}
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<button class="btn btn-primary" type="submit">${button.text}</button>
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</form>`;
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}
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async function createResource(event, resource) {
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event.preventDefault();
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const data = Object.fromEntries(new FormData(event.currentTarget).entries());
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await api(`/api/${resource}`, { method: "POST", body: JSON.stringify({ data }) });
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event.currentTarget.reset();
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await load();
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}
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window.createSales = (event) => createResource(event, "sales");
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window.createProposal = (event) => createResource(event, "proposals");
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window.createOperation = (event) => createResource(event, "operations");
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window.createProduct = (event) => createResource(event, "products");
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window.createFinance = (event) => createResource(event, "finance");
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window.switchTab = switchTab;
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function renderSales() {
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const rows = state.data.sales.map((x) => [x.target_customer, badge(x.priority), badge(x.status), text(x.latest_follow_up_record)]);
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const salesClicks = state.data.sales.map((x) => ({ resource: "sales", id: x.id }));
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document.querySelector("#sales").innerHTML = `<div class="grid gap-4">
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${card(formHtml([
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{ label: "目标客户", input: `<input name="target_customer" required placeholder="客户名称">` },
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{ label: "优先级", input: `<select name="priority"><option>P0</option><option selected>P1</option><option>P2</option><option>P3</option></select>` },
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{ label: "状态", input: `<select name="status"><option>待跟进</option><option>跟进中</option><option>方案中</option><option>商务谈判</option><option>已签约</option><option>暂缓</option><option>已丢单</option></select>` },
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], { handler: "createSales", text: `<i data-lucide="plus"></i>新增客户` }), "p-4")}
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${renderTable(["目标客户", "优先级", "状态", "最新跟进记录"], rows, salesClicks)}
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</div>`;
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}
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function renderProposals() {
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const categories = ["方案", "成本", "SOP", "财务流程"];
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const proposalRows = state.data.proposals.map((p) => [p.customer_or_project_name, p.version, badge(p.status), p.files.length + " 个"]);
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const proposalClicks = state.data.proposals.map((p) => ({ resource: "proposals", id: p.id }));
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document.querySelector("#proposals").innerHTML = `<div class="grid gap-4">
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${card(formHtml([
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{ label: "客户/项目", input: `<input name="customer_or_project_name" required placeholder="如：信达生物">` },
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{ label: "版本号", input: `<input name="version" required placeholder="v1.0">` },
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{ label: "状态", input: `<select name="status"><option>草稿</option><option>内部评审</option><option selected>已提交客户</option><option>客户反馈中</option><option>已确认</option><option>已归档</option></select>` },
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], { handler: "createProposal", text: "新增版本" }), "p-4")}
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${renderTable(["客户/项目", "版本号", "状态", "文件数"], proposalRows, proposalClicks)}
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</div>`;
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}
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function fileGroup(module, ownerId, version, category, files) {
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return `<div class="rounded-md border border-slate-200 px-3 py-2">
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<div class="flex items-center justify-between gap-3"><p class="text-[13px] font-semibold text-slate-800">${category}</p><label class="inline-flex cursor-pointer items-center gap-1 rounded-md border border-slate-200 px-2 py-1 text-[12px] font-medium text-slate-600 hover:bg-slate-50"><i data-lucide="upload"></i>上传<input class="hidden" type="file" onchange="uploadFile(event,'${module}',${ownerId},'${version}','${category}')"></label></div>
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<div class="mt-2 grid gap-1.5">${files.length ? files.map(fileItem).join("") : `<p class="text-[12px] text-slate-400">暂无文件</p>`}</div>
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</div>`;
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}
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function fileItem(file) {
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return `<div class="flex items-center justify-between gap-2 rounded-md bg-slate-50 px-2 py-1.5 text-[13px]"><div class="min-w-0 flex-1"><p class="truncate font-medium text-slate-800">${file.file_name}</p><div class="mt-0.5 flex gap-3"><a class="file-link inline-flex items-center gap-1" target="_blank" href="/api/files/${file.id}/content?inline=true"><i data-lucide="eye"></i>预览</a><a class="file-link inline-flex items-center gap-1 text-slate-600" href="/api/files/${file.id}/content?inline=false"><i data-lucide="download"></i>下载</a></div></div><button class="btn btn-ghost btn-sm text-red-600" onclick="deleteFile(${file.id})" title="删除"><i data-lucide="trash-2"></i></button></div>`;
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}
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window.deleteFile = async (fileId) => {
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if (!confirm("确认删除此文件？")) return;
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await api(`/api/files/${fileId}`, { method: "DELETE" });
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await load();
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closeDrawer();
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};
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window.uploadFile = async (event, module, ownerId, version, category) => {
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const file = event.target.files[0];
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if (!file) return;
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const form = new FormData();
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form.append("module", module);
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form.append("owner_id", ownerId);
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form.append("owner_version", version);
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form.append("file_category", category);
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form.append("file", file);
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await api("/api/files/upload", { method: "POST", body: form });
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await load();
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};
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function renderOperations() {
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const items = state.opFilter === "all" ? state.data.operations : state.data.operations.filter((x) => x.project_type === state.opFilter);
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const opRows = items.map((x) => [`<strong>${x.project_name}</strong><p class="text-xs text-slate-500">${x.project_version}</p>`, badge(x.project_type), badge(x.project_status), text(x.current_stage || x.sop_stage), `${x.files.length} 个`, text(x.latest_follow_up_record)]);
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const opClicks = items.map((x) => ({ resource: "operations", id: x.id }));
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document.querySelector("#operations").innerHTML = `<div class="grid gap-4">
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${card(formHtml([
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{ label: "项目名称", input: `<input name="project_name" required>` },
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{ label: "项目版本", input: `<input name="project_version" value="v1.0">` },
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{ label: "项目类型", input: `<select name="project_type"><option value="opportunity">业务机会项目</option><option value="execution">已签约执行项目</option></select>` },
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{ label: "状态", input: `<input name="project_status" value="线索发现">` },
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], { handler: "createOperation", text: "新增项目" }), "p-4")}
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<div class="flex gap-2">${[["all","全部项目"],["opportunity","业务机会项目"],["execution","已签约执行项目"]].map(([k,v]) => `<button class="btn ${state.opFilter === k ? "btn-primary" : "btn-ghost"}" onclick="state.opFilter='${k}'; renderOperations()">${v}</button>`).join("")}</div>
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${renderTable(["项目名称", "类型", "状态", "当前阶段", "交付文件", "最新跟进"], opRows, opClicks)}
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</div>`;
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}
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function renderProducts() {
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document.querySelector("#products").innerHTML = `<div class="grid gap-4">
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${card(formHtml([
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{ label: "产品名称", input: `<input name="product_name" required>` },
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{ label: "版本号", input: `<input name="version" required>` },
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{ label: "上线日期", input: `<input name="launch_date" placeholder="2026-Q3">` },
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{ label: "状态", input: `<select name="status"><option>规划中</option><option>设计中</option><option>开发中</option><option>测试中</option><option>已上线</option><option>已延期</option><option>已取消</option></select>` },
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], { handler: "createProduct", text: "新增版本" }), "p-4")}
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${renderTable(["产品名称", "版本号", "版本目标", "核心功能", "上线日期", "状态"], state.data.products.map((p) => [p.product_name, p.version, text(p.version_goal), text(p.feature_list), text(p.launch_date), badge(p.status)]), state.data.products.map((p) => ({ resource: "products", id: p.id })))}
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</div>`;
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}
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function renderFinance() {
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const rows = state.data.finance.map((x) => [x.month, badge(x.record_type === "revenue" ? "收入" : "成本/费用"), x.category, money(x.amount), x.occurred_date, text(x.notes)]);
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document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
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${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><canvas id="financeChart2" height="105"></canvas>`, "p-5")}
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${card(formHtml([
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{ label: "月份", input: `<input name="month" required placeholder="YYYY-MM" pattern="\\d{4}-\\d{2}">` },
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{ label: "类型", input: `<select name="record_type"><option value="revenue">收入</option><option value="cost_expense">成本/费用</option></select>` },
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{ label: "分类", input: `<input name="category" required>` },
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{ label: "金额/万", input: `<input name="amount" type="number" step="0.01" required>` },
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{ label: "发生日期", input: `<input name="occurred_date" type="date">` },
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], { handler: "createFinance", text: "新增明细" }), "p-4")}
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${renderTable(["月份", "类型", "分类", "金额", "发生日期", "备注"], rows)}
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</div>`;
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renderChartOn("financeChart2", state.data.financeMonthly);
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}
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function renderChartOn(id, data) {
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const canvas = document.querySelector(`#${id}`);
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if (!canvas || !window.Chart) return;
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new Chart(canvas, {
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type: "line",
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data: {
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labels: data.map((x) => x.month),
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datasets: [
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{ label: "收入", data: data.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
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{ label: "毛利", data: data.map((x) => x.gross_profit), borderColor: "#059669", tension: 0.3 },
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{ label: "成本/费用", data: data.map((x) => x.cost_expense), borderColor: "#d97706", tension: 0.3 },
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{ label: "净利", data: data.map((x) => x.net_profit), borderColor: "#7c3aed", tension: 0.3 },
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],
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},
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options: { responsive: true, plugins: { legend: { position: "bottom" } } },
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});
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}
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function drawerField(icon, label, name, value, multiline = false) {
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const initialValue = text(value);
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const control = multiline
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? `<textarea name="${name}" rows="2" class="drawer-value drawer-textarea" data-original="${initialValue}">${initialValue}</textarea>`
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: `<input name="${name}" value="${initialValue}" class="drawer-value" data-original="${initialValue}">`;
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return `<div class="drawer-field">
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<div class="drawer-field-label"><i data-lucide="${icon}"></i><span>${label}</span></div>
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<div class="drawer-field-control">${control}</div>
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</div>`;
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}
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function openDrawer(resource, id) {
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const list = resource === "sales" ? state.data.sales : resource === "operations" ? state.data.operations : resource === "proposals" ? state.data.proposals : state.data.products;
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const item = list.find((x) => x.id === id);
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const drawer = document.querySelector("#drawer");
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const fields = resource === "sales"
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? [["target_customer","目标客户"],["priority","优先级"],["status","状态"]]
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: resource === "operations"
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? [["project_name","项目名称"],["project_version","项目版本"],["project_status","项目状态"],["current_stage","当前阶段"],["target_customer","目标客户"],["customer_need","客户需求"],["expected_contract_amount","预计签约金额"],["expected_sign_date","预计签约时间"],["sign_probability","签约概率"],["sop_stage","SOP 阶段"],["execution_progress","执行进度"],["current_deliverable","当前交付物"],["risks","风险与阻塞"],["next_action","下一步动作"]]
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: resource === "proposals"
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? [["customer_or_project_name","客户/项目"],["version","版本号"],["description","版本说明"],["created_date","创建日期"],["status","状态"]]
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: [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能清单"],["launch_date","上线日期"],["status","当前状态"],["notes","备注"]];
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const fieldIcons = {
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target_customer: "user", priority: "flag", status: "circle-dot",
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project_name: "briefcase-business", project_version: "git-branch", project_status: "circle-dot", current_stage: "map-pin",
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customer_need: "file-text", expected_contract_amount: "banknote", expected_sign_date: "calendar",
|
|
sign_probability: "percent", sop_stage: "list-checks", execution_progress: "activity",
|
|
current_deliverable: "package", risks: "alert-triangle", next_action: "arrow-right",
|
|
product_name: "box", version: "tag", version_goal: "target", feature_list: "list",
|
|
launch_date: "calendar", notes: "sticky-note"
|
|
};
|
|
const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];
|
|
const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : "";
|
|
const title = item.target_customer || item.project_name || item.customer_or_project_name || item.product_name;
|
|
drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div><div class="grid gap-5 p-5">
|
|
<section>
|
|
<h3 class="drawer-section-title">属性</h3>
|
|
<form id="drawerForm" class="drawer-fields">${fields.map(([key,label]) => drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key))).join("")}</form>
|
|
</section>
|
|
${resource === "proposals" ? `<section><h3 class="drawer-section-title">方案文件</h3><div class="grid gap-2">${["方案","成本","SOP","财务流程"].map((cat) => fileGroup("proposal", item.id, item.version, cat, item.files.filter((f) => f.file_category === cat))).join("")}</div></section>` : ""}
|
|
${followupTarget ? `<section>
|
|
<h3 class="drawer-section-title">活动 / 跟进</h3>
|
|
<div class="grid gap-2">${(item.followups || []).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>${f.follower} · ${f.follow_up_method}</span><span>${f.followed_at}</span></div><div class="mt-1 leading-5 text-slate-800 trix-content">${f.content}</div>${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" onclick="deleteFollowup(event, ${f.id}, '${resource}', ${item.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")}</div>
|
|
<form class="comment-box mt-3" onsubmit="submitComment(event,'${followupTarget}',${item.id},'${resource}')">
|
|
<input id="commentHidden_${resource}_${item.id}" type="hidden" name="content">
|
|
<trix-editor input="commentHidden_${resource}_${item.id}" placeholder="添加评论" class="comment-trix"></trix-editor>
|
|
<div class="comment-toolbar">
|
|
<span class="comment-hint">支持 Markdown 格式</span>
|
|
<button class="btn btn-primary btn-sm comment-submit" type="submit">评论</button>
|
|
</div>
|
|
</form>
|
|
</section>` : ""}
|
|
</div></div>`;
|
|
drawer.classList.add("open");
|
|
bindDrawerAutosave(resource, item.id, item);
|
|
if (window.lucide) window.lucide.createIcons();
|
|
}
|
|
|
|
function setDrawerSaveStatus(message, tone = "muted") {
|
|
const el = document.querySelector("#drawerSaveStatus");
|
|
if (!el) return;
|
|
el.textContent = message;
|
|
el.dataset.tone = tone;
|
|
}
|
|
|
|
function bindDrawerAutosave(resource, id, item) {
|
|
document.querySelectorAll("#drawerForm .drawer-value").forEach((field) => {
|
|
field.addEventListener("keydown", (event) => {
|
|
if (event.key === "Enter" && field.tagName !== "TEXTAREA") field.blur();
|
|
});
|
|
field.addEventListener("blur", async () => {
|
|
const value = field.value;
|
|
if (value === field.dataset.original) return;
|
|
const previous = field.dataset.original;
|
|
field.dataset.original = value;
|
|
setDrawerSaveStatus("保存中…");
|
|
try {
|
|
await api(`/api/${resource}/${id}`, { method: "PUT", body: JSON.stringify({ data: { [field.name]: value } }) });
|
|
item[field.name] = value;
|
|
const titleValue = item.target_customer || item.project_name || item.customer_or_project_name || item.product_name;
|
|
const titleEl = document.querySelector(".drawer-title");
|
|
if (titleEl) titleEl.textContent = titleValue;
|
|
render();
|
|
setDrawerSaveStatus("已保存", "success");
|
|
setTimeout(() => setDrawerSaveStatus(""), 1200);
|
|
} catch (error) {
|
|
field.dataset.original = previous;
|
|
setDrawerSaveStatus("保存失败", "danger");
|
|
alert(`自动保存失败：${error.message}`);
|
|
}
|
|
});
|
|
});
|
|
}
|
|
|
|
|
|
|
|
window.openDrawer = openDrawer;
|
|
window.closeDrawer = () => document.querySelector("#drawer").classList.remove("open");
|
|
window.submitComment = async (event, targetType, targetId, resource) => {
|
|
event.preventDefault();
|
|
const form = event.currentTarget;
|
|
const editor = form.querySelector("trix-editor");
|
|
const content = editor.editor.getDocument().toString().trim();
|
|
if (!content) return;
|
|
const button = form.querySelector(".comment-submit");
|
|
button.disabled = true;
|
|
button.textContent = "发送中…";
|
|
await api(`/api/followups/${targetType}/${targetId}`, { method: "POST", body: JSON.stringify({ data: { content } }) });
|
|
await load();
|
|
openDrawer(resource, targetId);
|
|
};
|
|
|
|
window.deleteFollowup = async (event, followupId, resource, targetId) => {
|
|
event.stopPropagation();
|
|
if (!confirm("确认删除这条评论？")) return;
|
|
await api(`/api/followups/${followupId}`, { method: "DELETE" });
|
|
await load();
|
|
openDrawer(resource, targetId);
|
|
};
|
|
|
|
document.querySelector("#drawer").addEventListener("click", (event) => {
|
|
if (event.target === event.currentTarget) closeDrawer();
|
|
});
|
|
|
|
document.querySelector("#tabs").addEventListener("click", (event) => {
|
|
const button = event.target.closest("button[data-tab]");
|
|
if (button) switchTab(button.dataset.tab);
|
|
});
|
|
document.querySelector("#refreshBtn").addEventListener("click", load);
|
|
load().catch((error) => {
|
|
document.querySelector("main").innerHTML = `<section class="card p-6 text-red-700">加载失败：${error.message}</section>`;
|
|
});
|