34786ba9e5
产品迭代： - 卡片改表格（10列），5个日期内联编辑，后端日期校验 - 表头排序，新增未开始状态，详情页耗时统计 - 删除 owner/platform/feature_list 字段 财务： - 新增总视图和月度视图，去除确收/毛利和回款/应付视图 - 月度流水加已付列，费用改应付 - 月份选择器，表格居中对齐 - 去除流程项目/流程金额卡片 总工作台： - 聚合所有工作台首页数据 - 只显示首页tab，隐藏4个模块卡片
1167 lines
54 KiB
Python
1167 lines
54 KiB
Python
from datetime import date, datetime
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from pathlib import Path
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import os
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import sys
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import json
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import shutil
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import sqlite3 # 保留用于数据迁移
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import logging
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import mysql.connector
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# 确保 backend 目录在 sys.path 中（兼容 gunicorn --preload 模式）
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_backend_dir = os.path.dirname(os.path.abspath(__file__))
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if _backend_dir not in sys.path:
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sys.path.insert(0, _backend_dir)
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from flask import Flask, jsonify, render_template, request, send_file, session, redirect
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from werkzeug.security import generate_password_hash, check_password_hash
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logger = logging.getLogger(__name__)
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logging.basicConfig(level=logging.INFO, format="%(asctime)s [%(levelname)s] %(message)s")
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ROOT = Path(__file__).resolve().parents[1]
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DATA_DIR = ROOT / "data"
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UPLOAD_DIR = DATA_DIR / "uploads"
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DB_PATH = DATA_DIR / "opc.sqlite"
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try:
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from dotenv import load_dotenv
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load_dotenv(ROOT / ".env")
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except ImportError:
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pass
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WEIXIN_BASE = Path(os.environ.get("WEIXIN_BASE", "/Users/mac/天机阁/地阁/慰心斋"))
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DATA_DIR.mkdir(parents=True, exist_ok=True)
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UPLOAD_DIR.mkdir(parents=True, exist_ok=True)
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app = Flask(
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__name__,
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template_folder=str(ROOT / "templates"),
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static_folder=str(ROOT / "static"),
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)
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app.secret_key = os.environ.get("SECRET_KEY", "opc-dev-secret-2026")
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# ---------- 鉴权 ----------
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def login_required(f):
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from functools import wraps
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@wraps(f)
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def decorated(*args, **kwargs):
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if "user_id" not in session:
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return jsonify({"error": "未登录"}), 401
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return f(*args, **kwargs)
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return decorated
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def admin_required(f):
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from functools import wraps
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@wraps(f)
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def decorated(*args, **kwargs):
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if "user_id" not in session:
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return jsonify({"error": "未登录"}), 401
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if session.get("role") != "admin":
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return jsonify({"error": "无权限"}), 403
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return f(*args, **kwargs)
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return decorated
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ALL_TENANTS = ["总工作台", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
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@app.route("/login")
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def login_page():
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return render_template("login.html")
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@app.route("/api/auth/login", methods=["POST"])
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def auth_login():
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data = request.get_json(force=True) or {}
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username = data.get("username", "").strip()
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password = data.get("password", "")
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conn = db()
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try:
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user = one(conn, "SELECT * FROM users WHERE username=?", (username,))
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if not user or not check_password_hash(user["password_hash"], password):
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return jsonify({"error": "用户名或密码错误"}), 401
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session["user_id"] = user["id"]
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session["username"] = user["username"]
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session["display_name"] = user["display_name"]
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session["role"] = user["role"]
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# 管理员可看所有工作台，OPC负责人看分配的工作台
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if user["role"] == "admin":
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session["tenants"] = ["总工作台", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
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else:
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ut = rows(conn, "SELECT tenant FROM user_tenants WHERE user_id=?", (user["id"],))
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session["tenants"] = [x["tenant"] for x in ut]
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return jsonify({
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"ok": True,
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"user": {"id": user["id"], "username": user["username"], "display_name": user["display_name"], "role": user["role"]},
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"tenants": session["tenants"],
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})
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finally:
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conn.close()
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@app.route("/api/auth/logout", methods=["POST"])
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def auth_logout():
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session.clear()
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return jsonify({"ok": True})
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@app.route("/api/auth/me")
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def auth_me():
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if "user_id" not in session:
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return jsonify({"logged_in": False})
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tenants = session.get("tenants", [])
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# 确保总工作台始终在列表最前
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if "总工作台" not in tenants:
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tenants = ["总工作台"] + tenants
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return jsonify({
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"logged_in": True,
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"user": {"id": session["user_id"], "username": session["username"], "display_name": session["display_name"], "role": session["role"]},
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"tenants": tenants,
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})
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# ---------- 账号管理 API ----------
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@app.route("/api/users")
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@admin_required
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def list_users():
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conn = db()
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try:
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users = rows(conn, "SELECT id, username, display_name, role, created_at FROM users ORDER BY id")
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ut_rows = rows(conn, "SELECT user_id, tenant FROM user_tenants")
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tenant_map = {}
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for r in ut_rows:
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tenant_map.setdefault(r["user_id"], []).append(r["tenant"])
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for u in users:
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u["tenants"] = tenant_map.get(u["id"], [])
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return jsonify(users)
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finally:
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conn.close()
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@app.route("/api/users", methods=["POST"])
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@admin_required
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def create_user():
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data = request.get_json(force=True)
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username = (data.get("username") or "").strip()
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display_name = (data.get("display_name") or "").strip()
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password = data.get("password") or ""
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role = data.get("role") or "opc_owner"
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tenants = data.get("tenants") or []
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if not username or not password or not display_name:
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return jsonify({"error": "用户名/密码/显示名不能为空"}), 400
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if role not in ("admin", "opc_owner"):
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return jsonify({"error": "角色非法"}), 400
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conn = db()
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try:
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if one(conn, "SELECT id FROM users WHERE username=?", (username,)):
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return jsonify({"error": "用户名已存在"}), 400
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_exec(conn, "INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)",
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(username, generate_password_hash(password, "pbkdf2:sha256"), display_name, role, date.today().isoformat()))
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u = one(conn, "SELECT id FROM users WHERE username=?", (username,))
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for t in tenants:
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if t in ALL_TENANTS:
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_exec(conn, "INSERT IGNORE INTO user_tenants (user_id, tenant) VALUES (?,?)", (u["id"], t))
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conn.commit()
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return jsonify({"ok": True, "id": u["id"]})
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finally:
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conn.close()
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@app.route("/api/users/<int:uid>", methods=["PUT"])
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@admin_required
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def update_user(uid):
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data = request.get_json(force=True)
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conn = db()
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try:
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u = one(conn, "SELECT * FROM users WHERE id=?", (uid,))
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if not u:
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return jsonify({"error": "用户不存在"}), 404
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display_name = (data.get("display_name") or "").strip() or u["display_name"]
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role = data.get("role") or u["role"]
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if role not in ("admin", "opc_owner"):
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return jsonify({"error": "角色非法"}), 400
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password = data.get("password") or ""
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if password:
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_exec(conn, "UPDATE users SET display_name=?, role=?, password_hash=? WHERE id=?",
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(display_name, role, generate_password_hash(password, "pbkdf2:sha256"), uid))
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else:
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_exec(conn, "UPDATE users SET display_name=?, role=? WHERE id=?", (display_name, role, uid))
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# 更新工作台权限
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if "tenants" in data:
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_exec(conn, "DELETE FROM user_tenants WHERE user_id=?", (uid,))
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for t in data["tenants"]:
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if t in ALL_TENANTS:
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_exec(conn, "INSERT IGNORE INTO user_tenants (user_id, tenant) VALUES (?,?)", (uid, t))
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# 不允许删除最后一个 admin
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if role != "admin":
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admin_count = one(conn, "SELECT COUNT(*) AS c FROM users WHERE role='admin'")["c"]
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if admin_count == 0:
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return jsonify({"error": "至少保留一个管理员"}), 400
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conn.commit()
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return jsonify({"ok": True})
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finally:
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conn.close()
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@app.route("/api/users/<int:uid>", methods=["DELETE"])
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@admin_required
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def delete_user(uid):
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if uid == session.get("user_id"):
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return jsonify({"error": "不能删除当前登录账号"}), 400
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conn = db()
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try:
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u = one(conn, "SELECT * FROM users WHERE id=?", (uid,))
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if not u:
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return jsonify({"error": "用户不存在"}), 404
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# 不允许删除最后一个 admin
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if u["role"] == "admin":
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admin_count = one(conn, "SELECT COUNT(*) AS c FROM users WHERE role='admin'")["c"]
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if admin_count <= 1:
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return jsonify({"error": "至少保留一个管理员"}), 400
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_exec(conn, "DELETE FROM user_tenants WHERE user_id=?", (uid,))
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_exec(conn, "DELETE FROM users WHERE id=?", (uid,))
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conn.commit()
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return jsonify({"ok": True})
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finally:
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conn.close()
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@app.route("/api/tenants")
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def list_tenants():
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return jsonify(ALL_TENANTS)
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# ---------- 业务 API ----------
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def db():
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return mysql.connector.connect(
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host=os.environ.get("DB_HOST", "127.0.0.1"),
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port=int(os.environ.get("DB_PORT", "3306")),
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user=os.environ.get("DB_USER", "opc"),
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password=os.environ.get("DB_PASSWORD", "opc123456"),
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database=os.environ.get("DB_NAME", "opc"),
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charset="utf8mb4",
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collation="utf8mb4_unicode_ci",
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)
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def now():
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return datetime.utcnow().isoformat()
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def _exec(conn, sql, args=()):
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"""执行 SQL，自动将 ? 转为 MySQL 的 %s"""
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cur = conn.cursor(dictionary=True)
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cur.execute(sql.replace("?", "%s"), args)
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return cur
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def rows(conn, sql, args=()):
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cur = _exec(conn, sql, args)
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rows = cur.fetchall()
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cur.close()
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return rows
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def one(conn, sql, args=()):
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cur = _exec(conn, sql, args)
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row = cur.fetchone()
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cur.close()
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return row
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def init_db():
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conn = db()
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_exec(conn, """CREATE TABLE IF NOT EXISTS sales_leads (
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id INT AUTO_INCREMENT PRIMARY KEY,
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target_customer VARCHAR(1000) NOT NULL,
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priority VARCHAR(1000) NOT NULL DEFAULT 'P1',
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status VARCHAR(1000) NOT NULL DEFAULT '待跟进',
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created_at VARCHAR(30) NOT NULL DEFAULT '',
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updated_at VARCHAR(30) NOT NULL DEFAULT ''
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)""")
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conn.commit()
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_exec(conn, """CREATE TABLE IF NOT EXISTS follow_up_records (
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id INT AUTO_INCREMENT PRIMARY KEY,
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target_type VARCHAR(1000) NOT NULL,
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target_id INT NOT NULL,
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followed_at VARCHAR(1000) NOT NULL DEFAULT '',
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follower VARCHAR(1000) NOT NULL DEFAULT '慰心',
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follow_up_method VARCHAR(1000) NOT NULL DEFAULT '记录',
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content VARCHAR(1000) NOT NULL DEFAULT '',
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||
next_action VARCHAR(1000) NOT NULL DEFAULT '',
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next_follow_up_at VARCHAR(1000) NOT NULL DEFAULT '',
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created_at VARCHAR(30) NOT NULL DEFAULT '',
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updated_at VARCHAR(30) NOT NULL DEFAULT ''
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)""")
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conn.commit()
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_exec(conn, """CREATE TABLE IF NOT EXISTS business_proposals (
|
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id INT AUTO_INCREMENT PRIMARY KEY,
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customer_or_project_name VARCHAR(1000) NOT NULL,
|
||
version VARCHAR(1000) NOT NULL,
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||
description VARCHAR(1000) NOT NULL DEFAULT '',
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||
status VARCHAR(1000) NOT NULL DEFAULT '草稿',
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||
created_date VARCHAR(1000) NOT NULL DEFAULT '',
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||
created_at VARCHAR(30) NOT NULL DEFAULT '',
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updated_at VARCHAR(30) NOT NULL DEFAULT ''
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)""")
|
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conn.commit()
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_exec(conn, """CREATE TABLE IF NOT EXISTS operation_projects (
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id INT AUTO_INCREMENT PRIMARY KEY,
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project_name VARCHAR(1000) NOT NULL,
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project_version VARCHAR(1000) NOT NULL DEFAULT 'v1.0',
|
||
project_type VARCHAR(1000) NOT NULL DEFAULT 'opportunity',
|
||
project_status VARCHAR(1000) NOT NULL DEFAULT '',
|
||
current_stage VARCHAR(1000) NOT NULL DEFAULT '',
|
||
owner VARCHAR(1000) NOT NULL DEFAULT '慰心',
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||
start_date VARCHAR(1000) NOT NULL DEFAULT '',
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||
end_date VARCHAR(1000) NOT NULL DEFAULT '',
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||
target_customer VARCHAR(1000) NOT NULL DEFAULT '',
|
||
customer_need VARCHAR(1000) NOT NULL DEFAULT '',
|
||
expected_contract_amount DOUBLE NOT NULL DEFAULT 0,
|
||
expected_sign_date VARCHAR(1000) NOT NULL DEFAULT '',
|
||
sign_probability DOUBLE NOT NULL DEFAULT 0,
|
||
next_action VARCHAR(1000) NOT NULL DEFAULT '',
|
||
related_business_proposal_id INTEGER,
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||
sop_file_id INTEGER,
|
||
sop_stage VARCHAR(1000) NOT NULL DEFAULT '',
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||
execution_progress DOUBLE NOT NULL DEFAULT 0,
|
||
current_deliverable VARCHAR(1000) NOT NULL DEFAULT '',
|
||
risks VARCHAR(1000) NOT NULL DEFAULT '',
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||
notes VARCHAR(1000) NOT NULL DEFAULT '',
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||
created_at VARCHAR(30) NOT NULL DEFAULT '',
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||
updated_at VARCHAR(30) NOT NULL DEFAULT ''
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)""")
|
||
conn.commit()
|
||
|
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_exec(conn, """CREATE TABLE IF NOT EXISTS product_versions (
|
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id INT AUTO_INCREMENT PRIMARY KEY,
|
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product_name VARCHAR(1000) NOT NULL,
|
||
version VARCHAR(1000) NOT NULL,
|
||
version_goal VARCHAR(1000) NOT NULL DEFAULT '',
|
||
feature_list VARCHAR(1000) NOT NULL DEFAULT '',
|
||
launch_date VARCHAR(1000) NOT NULL DEFAULT '',
|
||
status VARCHAR(1000) NOT NULL DEFAULT '规划中',
|
||
notes VARCHAR(1000) NOT NULL DEFAULT '',
|
||
created_at VARCHAR(30) NOT NULL DEFAULT '',
|
||
updated_at VARCHAR(30) NOT NULL DEFAULT ''
|
||
)""")
|
||
conn.commit()
|
||
|
||
_exec(conn, """CREATE TABLE IF NOT EXISTS finance_records (
|
||
id INT AUTO_INCREMENT PRIMARY KEY,
|
||
month VARCHAR(1000) NOT NULL,
|
||
project_name VARCHAR(1000) NOT NULL DEFAULT '科普（慰心斋）',
|
||
record_type VARCHAR(1000) NOT NULL,
|
||
category VARCHAR(1000) NOT NULL DEFAULT '',
|
||
amount DOUBLE NOT NULL DEFAULT 0,
|
||
occurred_date VARCHAR(1000) NOT NULL DEFAULT '',
|
||
notes VARCHAR(1000) NOT NULL DEFAULT '',
|
||
created_at VARCHAR(30) NOT NULL DEFAULT '',
|
||
updated_at VARCHAR(30) NOT NULL DEFAULT ''
|
||
)""")
|
||
conn.commit()
|
||
|
||
_exec(conn, """CREATE TABLE IF NOT EXISTS file_assets (
|
||
id INT AUTO_INCREMENT PRIMARY KEY,
|
||
module VARCHAR(1000) NOT NULL,
|
||
owner_id INT NOT NULL,
|
||
owner_version VARCHAR(1000) NOT NULL DEFAULT '',
|
||
file_category VARCHAR(1000) NOT NULL DEFAULT '',
|
||
file_name VARCHAR(1000) NOT NULL,
|
||
file_type VARCHAR(1000) NOT NULL DEFAULT '',
|
||
file_size INTEGER NOT NULL DEFAULT 0,
|
||
file_path VARCHAR(1000) NOT NULL,
|
||
is_external INTEGER NOT NULL DEFAULT 0,
|
||
notes VARCHAR(1000) NOT NULL DEFAULT '',
|
||
created_at VARCHAR(30) NOT NULL DEFAULT '',
|
||
updated_at VARCHAR(30) NOT NULL DEFAULT ''
|
||
)""")
|
||
conn.commit()
|
||
|
||
_exec(conn, """CREATE TABLE IF NOT EXISTS project_tasks (
|
||
id INT AUTO_INCREMENT PRIMARY KEY,
|
||
project_id INTEGER NOT NULL,
|
||
phase VARCHAR(1000) NOT NULL DEFAULT '',
|
||
milestone VARCHAR(1000) NOT NULL DEFAULT '',
|
||
task VARCHAR(1000) NOT NULL DEFAULT '',
|
||
owner VARCHAR(1000) NOT NULL DEFAULT '',
|
||
due_date VARCHAR(1000) NOT NULL DEFAULT '',
|
||
blockers VARCHAR(1000) NOT NULL DEFAULT '',
|
||
notes VARCHAR(1000) NOT NULL DEFAULT '',
|
||
created_at VARCHAR(30) NOT NULL DEFAULT '',
|
||
updated_at VARCHAR(30) NOT NULL DEFAULT ''
|
||
)""")
|
||
conn.commit()
|
||
|
||
# 用户表
|
||
try: _exec(conn, """CREATE TABLE IF NOT EXISTS users (
|
||
id INT AUTO_INCREMENT PRIMARY KEY,
|
||
username VARCHAR(100) NOT NULL UNIQUE,
|
||
password_hash VARCHAR(255) NOT NULL,
|
||
display_name VARCHAR(100) NOT NULL,
|
||
role VARCHAR(50) NOT NULL DEFAULT 'opc_owner',
|
||
created_at VARCHAR(30) NOT NULL DEFAULT ''
|
||
)""")
|
||
except mysql.connector.Error as e: logger.debug(f"users table: {e}")
|
||
conn.commit()
|
||
|
||
# 用户-工作台关联表
|
||
try: _exec(conn, """CREATE TABLE IF NOT EXISTS user_tenants (
|
||
id INT AUTO_INCREMENT PRIMARY KEY,
|
||
user_id INT NOT NULL,
|
||
tenant VARCHAR(100) NOT NULL,
|
||
UNIQUE KEY (user_id, tenant)
|
||
)""")
|
||
except mysql.connector.Error as e: logger.debug(f"user_tenants table: {e}")
|
||
conn.commit()
|
||
|
||
# project_finances 表（月度预算 + 签约信息）
|
||
try: _exec(conn, """CREATE TABLE IF NOT EXISTS project_finances (
|
||
id INT AUTO_INCREMENT PRIMARY KEY,
|
||
tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界',
|
||
project_id VARCHAR(100) NOT NULL DEFAULT '',
|
||
business_type VARCHAR(100) NOT NULL DEFAULT '',
|
||
customer_name VARCHAR(200) NOT NULL DEFAULT '',
|
||
sign_amount DOUBLE NOT NULL DEFAULT 0,
|
||
sign_month VARCHAR(20) NOT NULL DEFAULT '',
|
||
status VARCHAR(50) NOT NULL DEFAULT '待签约',
|
||
sales_person VARCHAR(100) NOT NULL DEFAULT '',
|
||
total_rev DOUBLE NOT NULL DEFAULT 0,
|
||
total_gross DOUBLE NOT NULL DEFAULT 0,
|
||
budget_data TEXT,
|
||
created_at VARCHAR(30) NOT NULL DEFAULT '',
|
||
updated_at VARCHAR(30) NOT NULL DEFAULT ''
|
||
)""")
|
||
except mysql.connector.Error as e: logger.debug(f"project_finances table: {e}")
|
||
conn.commit()
|
||
|
||
# Schema migrations — 添加后续迁移的列（幂等）
|
||
migrations = [
|
||
"ALTER TABLE sales_leads ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
|
||
"ALTER TABLE follow_up_records ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
|
||
"ALTER TABLE business_proposals ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
|
||
"ALTER TABLE business_proposals ADD COLUMN proposal_type VARCHAR(100) NOT NULL DEFAULT '业务方案'",
|
||
"ALTER TABLE business_proposals ADD COLUMN notes VARCHAR(2000) NOT NULL DEFAULT ''",
|
||
"ALTER TABLE operation_projects ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
|
||
"ALTER TABLE product_versions ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
|
||
"ALTER TABLE product_versions ADD COLUMN platform VARCHAR(100) NOT NULL DEFAULT ''",
|
||
"ALTER TABLE finance_records ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
|
||
"ALTER TABLE project_tasks ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
|
||
"ALTER TABLE project_tasks ADD COLUMN status VARCHAR(50) NOT NULL DEFAULT '未开始'",
|
||
"ALTER TABLE project_tasks ADD COLUMN sort_order INT NOT NULL DEFAULT 0",
|
||
"ALTER TABLE project_tasks ADD COLUMN priority VARCHAR(10) NOT NULL DEFAULT 'P2'",
|
||
# 12 月字段（确收/毛利/回款/费用/月度现金流）
|
||
]
|
||
for m in ["01","02","03","04","05","06","07","08","09","10","11","12"]:
|
||
migrations.append(f"ALTER TABLE project_finances ADD COLUMN rev_2026_{m} DOUBLE NOT NULL DEFAULT 0")
|
||
migrations.append(f"ALTER TABLE project_finances ADD COLUMN gross_2026_{m} DOUBLE NOT NULL DEFAULT 0")
|
||
migrations.append(f"ALTER TABLE project_finances ADD COLUMN payment_2026_{m} DOUBLE NOT NULL DEFAULT 0")
|
||
migrations.append(f"ALTER TABLE project_finances ADD COLUMN cost_2026_{m} DOUBLE NOT NULL DEFAULT 0")
|
||
|
||
for mig in migrations:
|
||
try: _exec(conn, mig)
|
||
except mysql.connector.Error as e: logger.debug(f"migration skipped: {e}")
|
||
conn.commit()
|
||
|
||
# 数据修正：status 为空或 'done' 的任务修正为合法值
|
||
try:
|
||
_exec(conn, "UPDATE project_tasks SET status='未开始' WHERE status='' OR status IS NULL")
|
||
_exec(conn, "UPDATE project_tasks SET status='已结束' WHERE status='done'")
|
||
_exec(conn, "UPDATE project_tasks SET status='进行中' WHERE status='验收中'")
|
||
conn.commit()
|
||
except mysql.connector.Error as e:
|
||
logger.warning(f"task status fix failed: {e}")
|
||
|
||
# 初始化默认用户（只执行一次）
|
||
if not one(conn, "SELECT id FROM users LIMIT 1"):
|
||
_exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
|
||
("qiukai", generate_password_hash("yxcowork2026", "pbkdf2:sha256"), "qiukai", "admin", date.today().isoformat()))
|
||
_exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
|
||
("kepu", generate_password_hash("kepu123", "pbkdf2:sha256"), "科普负责人", "opc_owner", date.today().isoformat()))
|
||
_exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
|
||
("keyan", generate_password_hash("keyan123", "pbkdf2:sha256"), "科研负责人", "opc_owner", date.today().isoformat()))
|
||
_exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
|
||
("yihuan", generate_password_hash("yihuan123", "pbkdf2:sha256"), "医患负责人", "opc_owner", date.today().isoformat()))
|
||
_exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
|
||
("mcn", generate_password_hash("mcn123", "pbkdf2:sha256"), "MCN负责人", "opc_owner", date.today().isoformat()))
|
||
_exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
|
||
("wuji", generate_password_hash("wuji123", "pbkdf2:sha256"), "无界负责人", "opc_owner", date.today().isoformat()))
|
||
# 各 OPC 负责人绑定工作台
|
||
for uname, tenant in [("kepu","科普·无界"),("keyan","科研·无界"),("yihuan","医患·无界"),("mcn","MCN·无界"),("wuji","学会·无界")]:
|
||
u = one(conn, "SELECT id FROM users WHERE username=?", (uname,))
|
||
if u:
|
||
_exec(conn, "INSERT INTO user_tenants (user_id, tenant) VALUES (?,?)", (u["id"], tenant))
|
||
conn.commit()
|
||
|
||
conn.close()
|
||
conn.close()
|
||
|
||
|
||
def seed_db():
|
||
"""填充初始示例数据（仅在空库时执行一次）"""
|
||
conn = db()
|
||
try:
|
||
if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
|
||
return # 已有数据，跳过
|
||
|
||
sales = [
|
||
("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架，需推进高层沟通。"),
|
||
("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育机会，准备方案。"),
|
||
("信达生物", "P0", "已签约", "现有科普项目升级/续约，重点保障执行。"),
|
||
("三生制药", "P1", "待跟进", "多科室医生教育+患者科普机会。"),
|
||
("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会。"),
|
||
]
|
||
for customer, priority, status, note in sales:
|
||
cur = _exec(conn,
|
||
"INSERT INTO sales_leads (target_customer, priority, status) VALUES (?,?,?)",
|
||
(customer, priority, status),
|
||
)
|
||
_exec(conn,
|
||
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
|
||
("sales", cur.lastrowid, date.today().isoformat(), note, "明确下一次沟通人和时间"),
|
||
)
|
||
|
||
cur = _exec(conn,
|
||
"INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date) VALUES (?,?,?,?,?)",
|
||
("信达生物", "v1.5", "信达科普项目续约与报价方案", "已提交客户", "2026-05-28"),
|
||
)
|
||
proposal_id = cur.lastrowid
|
||
proposal_dir = WEIXIN_BASE / "2、业务方案/信达/v1.5"
|
||
for category, names in {
|
||
"方案": ["整体方案.pptx", "整体方案.pdf"],
|
||
"成本": ["业务报价-2亿方案.xlsx", "业务报价-5250万方案.xlsx", "5、最新报价.xlsx"],
|
||
"SOP": ["SOP.docx"],
|
||
"财务流程": ["财务流程.docx"],
|
||
}.items():
|
||
for name in names:
|
||
add_file_index(conn, "proposal", proposal_id, "v1.5", category, proposal_dir / name, external=True)
|
||
|
||
projects = [
|
||
("圆心科技 科普文章项目", "v2026-文章", "execution", "SOP 执行中", "内容生产", 55, "文章内容生产与审核执行中"),
|
||
("圆心科技 科普视频项目", "v2026-视频", "execution", "SOP 执行中", "内容生产", 45, "视频脚本、拍摄与审核推进"),
|
||
("圆心科技 科普专访项目", "v2026-专访", "opportunity", "方案已提交", "商务推进", 0, "专访项目推动签约"),
|
||
]
|
||
op_dir = WEIXIN_BASE / "3、运营方案"
|
||
for name, version, kind, status, stage, progress, note in projects:
|
||
cur = _exec(conn,
|
||
"""INSERT INTO operation_projects
|
||
(project_name,project_version,project_type,project_status,current_stage,target_customer,customer_need,
|
||
expected_contract_amount,expected_sign_date,sign_probability,next_action,sop_stage,execution_progress,current_deliverable)
|
||
VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
|
||
(name, version, kind, status, stage, "圆心科技", "科普内容项目执行与管理", 0 if kind == "execution" else 200, "2026-06", 100 if kind == "execution" else 70, "补齐版本要求文件并更新下一节点", stage, progress, note),
|
||
)
|
||
_exec(conn,
|
||
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
|
||
("operation", cur.lastrowid, date.today().isoformat(), note, "补齐版本要求文件并更新下一节点"),
|
||
)
|
||
|
||
file_map = [
|
||
(1, "v2026-文章", "项目方案", "圆心科技--科普文章项目(1).pptx"),
|
||
(2, "v2026-视频", "项目方案", "圆心科技-科普视频项目(1).pptx"),
|
||
(3, "v2026-专访", "项目方案", "圆心科技-科普专访项目-2026年(1).pdf"),
|
||
(1, "v2026-文章", "项目管理手册", "圆心科技《项目管理手册》-2026年.pdf"),
|
||
(2, "v2026-视频", "审核标准", "科普项目-审核标准（文章-视频-音频）.pdf"),
|
||
]
|
||
for project_id, version, category, filename in file_map:
|
||
add_file_index(conn, "operation", project_id, version, category, op_dir / filename, external=True)
|
||
|
||
products = [
|
||
("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中", "科普平台"),
|
||
("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "医生活跃、任务完成率、AI 预审、渠道数据上报", "2026-Q3", "设计中", "真研平台"),
|
||
("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "科普文章/视频浏览、医生主页、搜索", "2026-Q3", "规划中", "科普平台"),
|
||
("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "预设形象、AI 配音、脚本驱动、简单模板", "2026-Q3", "规划中", "科普平台"),
|
||
("渠道分发引擎", "v1.0", "六渠道统一分发", "分发 API、内容适配、分发排期、效果追踪", "2027-Q1", "规划中", "科普平台"),
|
||
]
|
||
for product in products:
|
||
cur = _exec(conn,
|
||
"INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)",
|
||
product,
|
||
)
|
||
_exec(conn,
|
||
"INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
|
||
("product", cur.lastrowid, date.today().isoformat(), f"{product[0]} {product[1]}：{product[2]}", "按路线图推进"),
|
||
)
|
||
|
||
for month, record_type, category, amount, notes in [
|
||
("2026-05", "revenue", "信达生物续约确认收入", 120, "信达项目阶段确收"),
|
||
("2026-06", "revenue", "信达生物续约确认收入", 80, "信达项目尾款预估"),
|
||
("2026-05", "cost_expense", "内容生产", 32, "医生劳务与内容制作"),
|
||
("2026-05", "cost_expense", "运营管理", 16, "项目管理与渠道协同"),
|
||
("2026-06", "cost_expense", "渠道分发", 24, "投放与分发费用"),
|
||
]:
|
||
_exec(conn,
|
||
"INSERT INTO finance_records (month,record_type,category,amount,occurred_date,notes) VALUES (?,?,?,?,?,?)",
|
||
(month, record_type, category, amount, f"{month}-01", notes),
|
||
)
|
||
|
||
tasks_seed = [
|
||
("阶段1：渠道与商务确认", "商务对接", "合同签订", "Anna", "2026-06-30", "法务审核中", "合同签订后开始执行"),
|
||
("阶段1：渠道与商务确认", "官媒渠道确认", "沟通官媒确定", "段丽华", "2026-06-30", "官媒尽力推，以先达成合作为准", "集团支持"),
|
||
("阶段1：渠道与商务确认", "官媒渠道确认", "官媒合作签约", "段丽华", "2026-06-18", "", "官媒确认细节"),
|
||
("阶段2：系统与标准搭建", "系统开发上线", "音频专访系统开发上线", "戴敏/梁军营", "2026-06-18", "客户比较着急执行，需要技术的资源", ""),
|
||
("阶段2：系统与标准搭建", "系统开发上线", "精品视频系统开发上线", "戴敏/梁军营", "2026-06-25", "", ""),
|
||
("阶段2：系统与标准搭建", "标准与培训", "业务执行手册SOP", "胡龙飞", "2026-06-12", "", "系统开发上线"),
|
||
("阶段3：人员与审核入驻", "团队组建", "医学审核人员到位", "胡龙飞", "2026-06-15", "", "审核人员招聘"),
|
||
("阶段3：人员与审核入驻", "团队组建", "视频制作人员到位", "胡龙飞", "2026-06-18", "", "项目经理招聘"),
|
||
("阶段4：供应链与制作", "供应商准入", "准入拍摄/剪辑/主持人", "胡龙飞/侯亚凤", "2026-06-18", "", ""),
|
||
("阶段2：系统与标准搭建", "脚本生产及审核", "生产脚本", "军营", "2026-06-12", "脚本目前生产比较机械，需要提前准备", "细分标签领域完成"),
|
||
]
|
||
for phase, milestone, task, owner, due_date, blockers, notes in tasks_seed:
|
||
_exec(conn,
|
||
"INSERT INTO project_tasks (project_id,phase,milestone,task,owner,due_date,blockers,notes) VALUES (?,?,?,?,?,?,?,?)",
|
||
(1, phase, milestone, task, owner, due_date, blockers, notes),
|
||
)
|
||
|
||
conn.commit()
|
||
logger.info("Seed data inserted successfully")
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
def add_file_index(conn, module, owner_id, owner_version, category, path, external=True):
|
||
path = Path(path)
|
||
if not path.exists():
|
||
return
|
||
_exec(conn,
|
||
"""INSERT INTO file_assets
|
||
(module,owner_id,owner_version,file_category,file_name,file_type,file_size,file_path,is_external)
|
||
VALUES (?,?,?,?,?,?,?,?,?)""",
|
||
(module, owner_id, owner_version, category, path.name, path.suffix.lower().lstrip("."), path.stat().st_size, str(path), 1 if external else 0),
|
||
)
|
||
|
||
|
||
def latest_followup(conn, target_type, target_id):
|
||
row = one(
|
||
conn,
|
||
"SELECT content FROM follow_up_records WHERE target_type=? AND target_id=? ORDER BY followed_at DESC, id DESC LIMIT 1",
|
||
(target_type, target_id),
|
||
)
|
||
return row["content"] if row else ""
|
||
|
||
|
||
def attach_common(conn, resource, items):
|
||
"""批量加载 followups 和 files，避免 N+1 查询"""
|
||
if not items:
|
||
return items
|
||
target_map = {"sales": "sales", "proposals": "proposal", "operations": "operation", "products": "product"}
|
||
target_type = target_map.get(resource)
|
||
ids = [item["id"] for item in items]
|
||
|
||
# 批量查 followups（一次性 IN 查询）
|
||
if target_type:
|
||
placeholders = ",".join(["?"] * len(ids))
|
||
all_followups = rows(
|
||
conn,
|
||
f"SELECT * FROM follow_up_records WHERE target_type=? AND target_id IN ({placeholders}) ORDER BY followed_at DESC, id DESC",
|
||
[target_type] + ids,
|
||
)
|
||
# 按目标 id 分组
|
||
followups_by_id = {}
|
||
for fu in all_followups:
|
||
followups_by_id.setdefault(fu["target_id"], []).append(fu)
|
||
for item in items:
|
||
item["followups"] = followups_by_id.get(item["id"], [])
|
||
item["latest_follow_up_record"] = item["followups"][0]["content"] if item["followups"] else ""
|
||
|
||
# 批量查 files（proposals + operations）
|
||
file_modules = {"proposals": "proposal", "operations": "operation"}
|
||
if resource in file_modules:
|
||
module = file_modules[resource]
|
||
placeholders = ",".join(["?"] * len(ids))
|
||
all_files = rows(
|
||
conn,
|
||
f"SELECT * FROM file_assets WHERE module=? AND owner_id IN ({placeholders}) ORDER BY id DESC",
|
||
[module] + ids,
|
||
)
|
||
files_by_id = {}
|
||
for f in all_files:
|
||
files_by_id.setdefault(f["owner_id"], []).append(f)
|
||
for item in items:
|
||
item["files"] = files_by_id.get(item["id"], [])
|
||
|
||
return items
|
||
|
||
|
||
def monthly_finance(conn, tenant="科普·无界"):
|
||
months = [f"2026-{m:02d}" for m in range(1, 13)]
|
||
pfs = rows(conn,
|
||
"SELECT sign_amount, sign_month, status, budget_data FROM project_finances WHERE tenant=? AND status='已签约'",
|
||
[tenant])
|
||
|
||
# 预解析 budget_data：{pf_index: {month_key: {rev, gross, payment, cost}}}
|
||
parsed_budgets = []
|
||
for pf in pfs:
|
||
try:
|
||
budget = json.loads(pf.get("budget_data") or "[]")
|
||
except (json.JSONDecodeError, TypeError):
|
||
budget = []
|
||
budget_map = {}
|
||
for b in budget:
|
||
key = (b.get("month") or "").replace("-", "_")
|
||
budget_map[key] = {
|
||
"rev": float(b.get("rev") or 0),
|
||
"gross": float(b.get("gross") or 0),
|
||
"payment": float(b.get("payment") or 0),
|
||
"cost": float(b.get("cost") or 0),
|
||
}
|
||
parsed_budgets.append((pf, budget_map))
|
||
|
||
data = []
|
||
for month in months:
|
||
key = month.replace("-", "_")
|
||
revenue = gross = payment = cost = sign = 0
|
||
for pf, budget_map in parsed_budgets:
|
||
if pf["status"] == "已签约" and (pf.get("sign_month") or "") == month:
|
||
sign += float(pf["sign_amount"] or 0)
|
||
b = budget_map.get(key)
|
||
if b:
|
||
revenue += b["rev"]
|
||
gross += b["gross"]
|
||
payment += b["payment"]
|
||
cost += b["cost"]
|
||
data.append({
|
||
"month": month, "revenue": revenue,
|
||
"labor": 0, "expense": 0, "purchase": 0,
|
||
"gross": gross,
|
||
"sign": sign, "payment": payment, "cost": cost,
|
||
})
|
||
return data
|
||
|
||
|
||
@app.route("/")
|
||
def index():
|
||
if "user_id" not in session:
|
||
return redirect("/login")
|
||
return render_template("index.html")
|
||
|
||
|
||
@app.route("/api/bootstrap")
|
||
def bootstrap():
|
||
if "user_id" not in session:
|
||
return jsonify({"error": "未登录"}), 401
|
||
tenant = request.args.get("tenant", session.get("tenants", ["科普·无界"])[0])
|
||
# 验证用户是否有权限访问该 workbench
|
||
allowed = session.get("tenants", [])
|
||
if "总工作台" not in allowed:
|
||
allowed = ["总工作台"] + allowed
|
||
if tenant not in allowed:
|
||
tenant = allowed[0]
|
||
conn = db()
|
||
try:
|
||
# 总工作台：聚合所有工作台的首页数据
|
||
if tenant == "总工作台":
|
||
real_tenants = [t for t in allowed if t != "总工作台"]
|
||
all_metrics = []
|
||
all_monthly = []
|
||
all_recent = []
|
||
for t in real_tenants:
|
||
t_pfs = rows(conn, "SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", [t])
|
||
t_ops = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects WHERE tenant=? ORDER BY id ASC", [t]))
|
||
t_sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", [t]))
|
||
t_products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", [t]))
|
||
t_proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", [t]))
|
||
t_signed_pfs = [x for x in t_pfs if x["status"] == "已签约"]
|
||
def t_parse_budget(pf):
|
||
try:
|
||
budget = json.loads(pf.get("budget_data") or "[]")
|
||
except (json.JSONDecodeError, TypeError):
|
||
budget = []
|
||
return {(b.get("month") or "").replace("-", "_"): b for b in budget}
|
||
t_bm = {pf["id"]: t_parse_budget(pf) for pf in t_pfs}
|
||
def t_sum_budget(field, months_range):
|
||
total = 0
|
||
for pf in t_pfs:
|
||
bm = t_bm.get(pf["id"], {})
|
||
for m in months_range:
|
||
b = bm.get(f"2026_{m:02d}")
|
||
if b:
|
||
total += float(b.get(field) or 0)
|
||
return total
|
||
_now_month = date.today().month
|
||
_q_start = ((_now_month - 1) // 3) * 3 + 1
|
||
_q_range = range(_q_start, _q_start + 3)
|
||
_q_months = [f"2026-{m:02d}" for m in _q_range]
|
||
all_metrics.append({
|
||
"total_projects": len(t_signed_pfs),
|
||
"total_proposals": len(t_ops),
|
||
"total_products": len(t_proposals),
|
||
"upcoming_products": len(t_products),
|
||
"signed_amount": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
|
||
"signed_annual": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
|
||
"signed_q2": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months),
|
||
"signed_month": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_now_month:02d}"),
|
||
"revenue_annual": t_sum_budget("rev", range(1, 13)),
|
||
"revenue_q2": t_sum_budget("rev", _q_range),
|
||
"monthly_revenue": t_sum_budget("rev", [_now_month]),
|
||
"gross_annual": t_sum_budget("gross", range(1, 13)),
|
||
"gross_q2": t_sum_budget("gross", _q_range),
|
||
"monthly_net_profit": t_sum_budget("gross", [_now_month]),
|
||
"payment_annual": t_sum_budget("payment", range(1, 13)),
|
||
"payment_q2": t_sum_budget("payment", _q_range),
|
||
"payment_month": t_sum_budget("payment", [_now_month]),
|
||
"cost_annual": t_sum_budget("cost", range(1, 13)),
|
||
"cost_q2": t_sum_budget("cost", _q_range),
|
||
"cost_month": t_sum_budget("cost", [_now_month]),
|
||
})
|
||
all_monthly.append(monthly_finance(conn, t))
|
||
all_recent.extend(rows(conn, "SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 4", [t]))
|
||
# 合并 metrics
|
||
agg = {}
|
||
for key in ["total_projects","total_proposals","total_products","upcoming_products","signed_amount","signed_annual","signed_q2","signed_month","revenue_annual","revenue_q2","monthly_revenue","gross_annual","gross_q2","monthly_net_profit","payment_annual","payment_q2","payment_month","cost_annual","cost_q2","cost_month"]:
|
||
agg[key] = sum(m.get(key, 0) for m in all_metrics)
|
||
# 合并 monthly finance（按月累加）
|
||
merged_monthly = []
|
||
for i in range(12):
|
||
m = {"month": all_monthly[0][i]["month"] if all_monthly and len(all_monthly[0]) > i else f"2026-{i+1:02d}"}
|
||
for field in ["revenue","gross","payment","cost","sign"]:
|
||
m[field] = sum(tl[i][field] if i < len(tl) else 0 for tl in all_monthly)
|
||
merged_monthly.append(m)
|
||
summary = {
|
||
"project_name": "总工作台",
|
||
"metrics": agg,
|
||
"recent": sorted(all_recent, key=lambda x: x.get("id", 0), reverse=True)[:8],
|
||
"risks": [],
|
||
}
|
||
return jsonify({"summary": summary, "sales": [], "proposals": [], "operations": [], "products": [], "finance": [], "projectFinances": [], "financeMonthly": merged_monthly, "tasks": [], "tenant": tenant, "tenants": allowed})
|
||
|
||
def q(sql, *args):
|
||
return rows(conn, sql, args)
|
||
sales = attach_common(conn, "sales", q("SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", tenant))
|
||
proposals = attach_common(conn, "proposals", q("SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", tenant))
|
||
operations = attach_common(conn, "operations", q("SELECT * FROM operation_projects WHERE tenant=? ORDER BY id ASC", tenant))
|
||
products = attach_common(conn, "products", q("SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", tenant))
|
||
finance = q("SELECT * FROM finance_records WHERE tenant=? ORDER BY month DESC, id DESC", tenant)
|
||
tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
|
||
pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
|
||
current_month = "2026-06"
|
||
signed_pfs = [x for x in pfs if x["status"] == "已签约"]
|
||
|
||
# 预解析 budget_data（避免重复 JSON 解析）
|
||
def parse_budget(pf):
|
||
try:
|
||
budget = json.loads(pf.get("budget_data") or "[]")
|
||
except (json.JSONDecodeError, TypeError):
|
||
budget = []
|
||
return {(b.get("month") or "").replace("-", "_"): b for b in budget}
|
||
|
||
budget_maps = [(pf, parse_budget(pf)) for pf in signed_pfs]
|
||
|
||
def sum_budget(field, months_range):
|
||
total = 0
|
||
for pf, bm in budget_maps:
|
||
for m in months_range:
|
||
b = bm.get(f"2026_{m:02d}")
|
||
if b:
|
||
total += float(b.get(field) or 0)
|
||
return total
|
||
|
||
# 本季度月份范围（Q1=1-3, Q2=4-6, Q3=7-9, Q4=10-12），基于当前月
|
||
_now_month = date.today().month
|
||
_q_start = ((_now_month - 1) // 3) * 3 + 1
|
||
_q_range = range(_q_start, _q_start + 3)
|
||
rev_annual = sum_budget("rev", range(1, 13))
|
||
gross_annual = sum_budget("gross", range(1, 13))
|
||
rev_q2 = sum_budget("rev", _q_range)
|
||
gross_q2 = sum_budget("gross", _q_range)
|
||
rev_month = sum_budget("rev", [_now_month])
|
||
gross_month = sum_budget("gross", [_now_month])
|
||
payment_annual = sum_budget("payment", range(1, 13))
|
||
cost_annual = sum_budget("cost", range(1, 13))
|
||
payment_q2 = sum_budget("payment", _q_range)
|
||
cost_q2 = sum_budget("cost", _q_range)
|
||
payment_month = sum_budget("payment", [_now_month])
|
||
cost_month = sum_budget("cost", [_now_month])
|
||
# Contract aggregates — from project_finances (经营管理项目)
|
||
def pf_status_sum(status):
|
||
return sum(x["sign_amount"] or 0 for x in pfs if x["status"] == status)
|
||
signed_amount = pf_status_sum("已签约")
|
||
# 年度签约 = 所有已签约项目 2026 年的签约金额
|
||
signed_annual = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约")
|
||
# 本季度签约 = 签约月份在当前季度的已签约项目
|
||
_q_months = [f"2026-{m:02d}" for m in _q_range]
|
||
signed_q2 = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months)
|
||
# 本月签约 = 签约月份为当月的已签约项目
|
||
signed_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_now_month:02d}")
|
||
pipeline_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] not in ["已签约","已丢单","已归档","已完成"])
|
||
signed_not_executed = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_type"] == "execution" and x["execution_progress"] < 100)
|
||
summary = {
|
||
"project_name": "科普（慰心斋）",
|
||
"metrics": {
|
||
"p0_customers": len([x for x in sales if x["priority"] == "P0"]),
|
||
"active_sales": len([x for x in sales if x["status"] in ["待跟进", "跟进中", "方案中", "商务谈判"]]),
|
||
"execution_projects": len([x for x in operations if x["project_type"] == "execution"]),
|
||
"risk_projects": len([x for x in operations if x["project_status"] == "有风险" or x["risks"]]),
|
||
"monthly_revenue": rev_month,
|
||
"monthly_net_profit": gross_month,
|
||
"monthly_gross": gross_month,
|
||
"upcoming_products": len(products),
|
||
"total_projects": len(signed_pfs),
|
||
"total_proposals": len(operations),
|
||
"total_products": len(proposals),
|
||
# Extended finance metrics
|
||
"signed_amount": signed_amount,
|
||
"signed_annual": signed_annual,
|
||
"signed_q2": signed_q2,
|
||
"signed_month": signed_month,
|
||
"pipeline_amount": pipeline_amount,
|
||
"revenue_annual": rev_annual,
|
||
"revenue_q2": rev_q2,
|
||
"gross_annual": gross_annual,
|
||
"gross_q2": gross_q2,
|
||
"payment_annual": payment_annual,
|
||
"payment_q2": payment_q2,
|
||
"payment_month": payment_month,
|
||
"cost_annual": cost_annual,
|
||
"cost_q2": cost_q2,
|
||
"cost_month": cost_month,
|
||
"signed_not_executed": signed_not_executed,
|
||
},
|
||
"recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),
|
||
"risks": [{"title": "执行提醒", "content": x["next_action"]} for x in operations if x["next_action"]][:5],
|
||
}
|
||
return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "projectFinances": pfs, "financeMonthly": monthly_finance(conn, tenant), "tasks": tasks, "tenant": tenant, "tenants": allowed})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
TABLES = {
|
||
"sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
|
||
"proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "proposal_type", "notes", "tenant"]),
|
||
"operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes", "tenant"]),
|
||
"products": ("product_versions", ["product_name", "version", "version_goal", "priority", "start_date", "plan_date", "dev_done_date", "test_date", "launch_date", "status", "notes", "tenant"]),
|
||
"finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
|
||
"tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "priority", "tenant"]),
|
||
"projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "owner", "total_rev", "total_gross", "total_payment", "total_cost", "total_paid", "budget_data"]),
|
||
}
|
||
|
||
|
||
@app.route("/api/<resource>", methods=["POST"])
|
||
@login_required
|
||
def create_resource(resource):
|
||
if resource not in TABLES:
|
||
return jsonify({"error": "unknown resource"}), 404
|
||
table, cols = TABLES[resource]
|
||
payload = request.get_json(force=True).get("data", {})
|
||
# 任务状态校验：空值或非法值修正为"未开始"
|
||
if resource == "tasks":
|
||
valid_statuses = ["未开始", "进行中", "已结束"]
|
||
if not payload.get("status") or payload["status"] not in valid_statuses:
|
||
payload["status"] = "未开始"
|
||
conn = db()
|
||
try:
|
||
# 获取列类型，数值列空字符串转 0 避免 MySQL 严格模式报错
|
||
type_cur = conn.cursor()
|
||
type_cur.execute(f"DESCRIBE {table}")
|
||
col_types = {r[0]: r[1].upper() for r in type_cur.fetchall()}
|
||
type_cur.close()
|
||
values = []
|
||
for col in cols:
|
||
val = payload.get(col, "")
|
||
if val == "" and ("DOUBLE" in col_types.get(col, "") or "INT" in col_types.get(col, "")):
|
||
val = 0
|
||
values.append(val)
|
||
cur = _exec(conn, f"INSERT INTO {table} ({','.join(cols)}) VALUES ({','.join(['?'] * len(cols))})", values)
|
||
conn.commit()
|
||
return jsonify({"id": cur.lastrowid})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/<resource>/<int:item_id>", methods=["PUT", "DELETE"])
|
||
@login_required
|
||
def update_resource(resource, item_id):
|
||
if resource not in TABLES:
|
||
return jsonify({"error": "unknown resource"}), 404
|
||
table, cols = TABLES[resource]
|
||
conn = db()
|
||
try:
|
||
if request.method == "DELETE":
|
||
_exec(conn, f"DELETE FROM {table} WHERE id=?", (item_id,))
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
payload = request.get_json(force=True).get("data", {})
|
||
# 任务状态校验：空值或非法值修正为"未开始"
|
||
if resource == "tasks" and "status" in payload:
|
||
valid_statuses = ["未开始", "进行中", "已结束"]
|
||
if not payload["status"] or payload["status"] not in valid_statuses:
|
||
payload["status"] = "未开始"
|
||
# 产品日期约束：4 个时间不能早于启动时间；启动时间不能清空
|
||
if resource == "products":
|
||
# 查当前记录的 start_date
|
||
cur = _exec(conn, f"SELECT start_date FROM {table} WHERE id=?", (item_id,))
|
||
row = cur.fetchone()
|
||
cur.close()
|
||
current_start = (row or {}).get("start_date", "") or ""
|
||
new_start = payload.get("start_date", current_start)
|
||
# 启动时间必填
|
||
if "start_date" in payload and not new_start:
|
||
return jsonify({"error": "启动时间为必填项"}), 400
|
||
date_fields = ["plan_date", "dev_done_date", "test_date", "launch_date"]
|
||
for f in date_fields:
|
||
if f in payload and payload[f] and new_start and payload[f] < new_start:
|
||
labels = {"plan_date": "产品方案", "dev_done_date": "研发完成", "test_date": "测试完成", "launch_date": "上线时间"}
|
||
return jsonify({"error": f"{labels[f]}不能早于启动时间（{new_start}）"}), 400
|
||
update_cols = [col for col in cols if col in payload]
|
||
if update_cols:
|
||
_exec(conn,
|
||
f"UPDATE {table} SET {','.join([col + '=?' for col in update_cols])}, updated_at=? WHERE id=?",
|
||
[payload[col] for col in update_cols] + [now(), item_id],
|
||
)
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/followups/<target_type>/<int:target_id>", methods=["POST"])
|
||
@login_required
|
||
def add_followup(target_type, target_id):
|
||
payload = request.get_json(force=True).get("data", {})
|
||
conn = db()
|
||
try:
|
||
_exec(conn,
|
||
"""INSERT INTO follow_up_records
|
||
(target_type,target_id,followed_at,follower,follow_up_method,content,next_action,next_follow_up_at,tenant)
|
||
VALUES (?,?,?,?,?,?,?,?,?)""",
|
||
(
|
||
target_type,
|
||
target_id,
|
||
payload.get("followed_at") or date.today().isoformat(),
|
||
payload.get("follower") or "慰心",
|
||
payload.get("follow_up_method") or "记录",
|
||
payload.get("content") or "",
|
||
payload.get("next_action") or "",
|
||
payload.get("next_follow_up_at") or "",
|
||
payload.get("tenant") or "科普·无界",
|
||
),
|
||
)
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/followups/<int:followup_id>", methods=["DELETE"])
|
||
@login_required
|
||
def delete_followup(followup_id):
|
||
conn = db()
|
||
try:
|
||
cur = _exec(conn, "DELETE FROM follow_up_records WHERE id=?", (followup_id,))
|
||
conn.commit()
|
||
if cur.rowcount == 0:
|
||
return jsonify({"error": "not found"}), 404
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/tasks/batch-sort", methods=["POST"])
|
||
@login_required
|
||
def batch_sort_tasks():
|
||
conn = db()
|
||
try:
|
||
items = request.get_json(force=True).get("items", [])
|
||
for item in items:
|
||
_exec(conn, "UPDATE project_tasks SET sort_order=? WHERE id=?", (item["sort_order"], item["id"]))
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/operations/batch-sort", methods=["POST"])
|
||
@login_required
|
||
def batch_sort_operations():
|
||
conn = db()
|
||
try:
|
||
items = request.get_json(force=True).get("items", [])
|
||
for item in items:
|
||
_exec(conn, "UPDATE operation_projects SET sort_order=? WHERE id=?", (item["sort_order"], item["id"]))
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/files/upload", methods=["POST"])
|
||
@login_required
|
||
def upload_file():
|
||
file = request.files["file"]
|
||
module = request.form["module"]
|
||
owner_id = int(request.form["owner_id"])
|
||
owner_version = request.form.get("owner_version", "")
|
||
category = request.form.get("file_category", "")
|
||
folder = UPLOAD_DIR / module / str(owner_id)
|
||
folder.mkdir(parents=True, exist_ok=True)
|
||
target = folder / file.filename
|
||
file.save(target)
|
||
conn = db()
|
||
try:
|
||
add_file_index(conn, module, owner_id, owner_version, category, target, external=False)
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/files/<int:file_id>/content")
|
||
def file_content(file_id):
|
||
conn = db()
|
||
try:
|
||
asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,))
|
||
if not asset:
|
||
return jsonify({"error": "not found"}), 404
|
||
path = Path(asset["file_path"])
|
||
if not path.exists():
|
||
return jsonify({"error": "missing"}), 404
|
||
return send_file(path, as_attachment=request.args.get("inline") == "false", download_name=asset["file_name"])
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/files/<int:file_id>", methods=["DELETE"])
|
||
@login_required
|
||
def delete_file(file_id):
|
||
conn = db()
|
||
try:
|
||
asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,))
|
||
if not asset:
|
||
return jsonify({"error": "not found"}), 404
|
||
# Remove physical file from uploads/ if it was uploaded to our dir
|
||
path = Path(asset["file_path"])
|
||
if path.exists() and str(UPLOAD_DIR) in str(path.resolve()):
|
||
path.unlink(missing_ok=True)
|
||
_exec(conn, "DELETE FROM file_assets WHERE id=?", (file_id,))
|
||
conn.commit()
|
||
return jsonify({"ok": True})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
@app.route("/api/health")
|
||
def health():
|
||
return jsonify({"ok": True, "service": "opc-manager"})
|
||
|
||
|
||
from migrations import run_migrations
|
||
|
||
run_migrations()
|
||
|
||
|
||
if __name__ == "__main__":
|
||
app.run(
|
||
host="127.0.0.1",
|
||
port=5177,
|
||
debug=os.environ.get("FLASK_DEBUG", "false").lower() in ("true", "1", "yes"),
|
||
)
|