Files
opc-manager/backend/helpers.py
mac f44f7eab9e feat: 项目流水拆分为确收与回款+费用明细两Tab + 数据迁移
后端:
- 新增 expense_data TEXT 列(columns.py迁移)
- 新增 data_split 迁移:旧 budget_data cost/paid → expense_data(幂等)
- sum_budget cost/paid → sum_expense cost/paid(routes.py/helpers.py)
- TABLES 配置加入 expense_data

前端:
- 项目详情弹窗Tab:基本信息→确收与回款→费用明细→执行信息→任务管理→活动
- 确收与回款Tab:月份/确收/毛利/回款/备注
- 费用明细Tab:月份/费用类型/应付/已付/备注
- 项目表格三视图(月/季/总)cost/paid来源切换为expense_data
- 保存逻辑分两路: budget_data(rev/gross/payment)+expense_data(cost/paid)
2026-07-06 21:34:48 +08:00

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# helpers.py — 业务查询辅助函数
# 依赖db.py被 routes.py 和 migrations/seed_data.py 调用
import json
from pathlib import Path
from db import _exec, rows, one
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 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,
)
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 filesproposals + 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, expense_data FROM project_finances WHERE tenant=? AND status='已签约'",
[tenant])
parsed_budgets = []
expense_maps = {}
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),
}
parsed_budgets.append((pf, budget_map))
# Parse expense_data for cost/paid
try:
ed = json.loads(pf.get("expense_data") or "[]")
except (json.JSONDecodeError, TypeError):
ed = []
em = {}
for e in ed:
key = (e.get("month") or "").replace("-", "_")
em[key] = {
"cost": float(e.get("cost") or 0),
"paid": float(e.get("paid") or 0),
}
expense_maps[pf.get("id", id(pf))] = em
data = []
for month in months:
key = month.replace("-", "_")
revenue = gross = payment = cost = paid = 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"]
em = expense_maps.get(pf.get("id", id(pf)), {})
e = em.get(key)
if e:
cost += e["cost"]
paid += e["paid"]
data.append({
"month": month,
"revenue": round(revenue, 2),
"gross": round(gross, 2),
"payment": round(payment, 2),
"cost": round(cost, 2),
"paid": round(paid, 2),
"sign": round(sign, 2),
})
return data