opc-manager/static/modules/plan_expense.js

// expense.js — 费用管理模块

function renderPlanExpense() {
  var records = state.data.planExpense || [];
  var money = function(v) { return '¥ ' + (Number(v || 0)).toLocaleString('zh-CN', { minimumFractionDigits: 0, maximumFractionDigits: 2 }); };
  var esc = function(s) { return (s || '').replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;').replace(/"/g, '&quot;'); };
  var EXPENSE_TYPES = ['人力成本','研发费用','奖金','平台采购','通用费用','其他'];
  var STATUS_OPTIONS = ['计入费用','暂不计入'];

  // 排序状态
  if (!state.planExpSort) state.planExpSort = { key: 'expense_month', asc: true };
  var sortKey = state.planExpSort.key;
  var sortAsc = state.planExpSort.asc ? 1 : -1;

  // 筛选状态
  var view = state.planExpView || 'total';
  var typeFilter = state.planExpFilter || '全部';
  var filtered = typeFilter === '全部' ? records : records.filter(function(r) { return r.expense_type === typeFilter; });

  // 视图数据预处理
  var now = new Date();
  var thisYear = now.getFullYear();
  var defaultMonth = thisYear + '-' + String(now.getMonth() + 1).padStart(2, '0');

  if (!state.planExpMonth) state.planExpMonth = defaultMonth;
  if (state.planExpQuarter === '') state.planExpQuarter = String(Math.floor(now.getMonth() / 3));

  // 月度筛选
  if (view === 'monthly') {
    filtered = filtered.filter(function(r) { return r.expense_month === state.planExpMonth; });
  }

  // 季度筛选
  if (view === 'quarterly') {
    var q = parseInt(state.planExpQuarter) || 0;
    var qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
    var qRange = qRanges[q];
    filtered = filtered.filter(function(r) {
      var m = parseInt((r.expense_month || '0').substring(5)) || 0;
      return qRange.indexOf(m) >= 0;
    });
  }

  // 排序
  filtered.sort(function(a, b) {
    var va = a[sortKey] || '', vb = b[sortKey] || '';
    if (sortKey === 'amount' || sortKey === 'incurred_amount') {
      va = parseFloat(va) || 0; vb = parseFloat(vb) || 0;
    }
    if (va < vb) return -1 * sortAsc;
    if (va > vb) return 1 * sortAsc;
    return 0;
  });

  var totalAmount = filtered.reduce(function(s, r) { return s + (r.amount || 0); }, 0);
  var totalIncurred = filtered.reduce(function(s, r) { return s + (r.incurred_amount || 0); }, 0);

  // 月份下拉选项（去年/今年/明年）
  var monthOpts = '';
  for (var yr = thisYear - 1; yr <= thisYear + 1; yr++)
    for (var m = 1; m <= 12; m++) {
      var mv = yr + '-' + String(m).padStart(2, '0');
      monthOpts += '<option value="' + mv + '">' + mv + '</option>';
    }

  // 季度下拉
  var qLabels = ['Q1 (1-3月)','Q2 (4-6月)','Q3 (7-9月)','Q4 (10-12月)'];
  var quarterOpts = '';
  for (var qi = 0; qi < 4; qi++) {
    quarterOpts += '<option value="' + qi + '">' + qLabels[qi] + '</option>';
  }

  // 月份/季度日期选择器
  var dateSelect = '';
  if (view === 'monthly') {
    dateSelect = '<span class="text-sm text-slate-500 ml-2">月份：</span><select onchange="setPlanExpMonth(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value=""' + (!state.planExpMonth?' selected':'') + '>请选择</option>' + monthOpts.replace('value="' + state.planExpMonth + '"', 'value="' + state.planExpMonth + '" selected') + '</select>';
  } else if (view === 'quarterly') {
    dateSelect = '<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="setPlanExpQuarter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">' + quarterOpts.replace('value="' + state.planExpQuarter + '"', 'value="' + state.planExpQuarter + '" selected') + '</select>';
  }

  // 类型 Tab 按钮
  var typeTabs = '<div class="finance-tabs" style="display:flex;gap:4px;flex-wrap:wrap"><button onclick="setPlanExpFilter(\'全部\')" class="finance-tab' + (typeFilter==='全部'?' active':'') + '" style="font-size:13px;font-weight:600;padding:6px 14px">全部 (' + records.length + ')</button>';
  EXPENSE_TYPES.forEach(function(t) {
    var cnt = records.filter(function(r){return r.expense_type===t}).length;
    typeTabs += '<button onclick="setPlanExpFilter(\'' + t + '\')" class="finance-tab' + (typeFilter===t?' active':'') + '" style="font-size:13px;font-weight:600;padding:6px 14px">' + t + ' (' + cnt + ')</button>';
  });
  typeTabs += '</div>';

  // Toolbar（视图+日期选择器）
  var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setPlanExpView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select>' + dateSelect;

  // 排序箭头
  var sortArrow = function(key) {
    var arrow = key === sortKey ? (sortAsc === 1 ? ' ↑' : ' ↓') : '';
    return '<span class="text-slate-400 text-xs cursor-pointer" onclick="togglePlanExpSort(\'' + key + '\')">' + arrow + '</span>';
  };

  // 表格行
  var tableRows = '';
  if (filtered.length) {
    filtered.forEach(function(r) {
      var statusCls = r.status === '暂不计入' ? 'text-amber-600' : 'text-green-600';
      tableRows += '<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPlanExpEdit(' + r.id + ')"><td class="p-2 text-center align-middle font-medium">' + (r.expense_month || '—') + '</td><td class="p-2 font-medium text-center align-middle">' + esc(r.expense_type) + '</td><td class="p-2 text-center align-middle font-semibold ' + statusCls + '">' + esc(r.status || '计入费用') + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.amount) + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.incurred_amount) + '</td><td class="p-2 text-center align-middle text-slate-500">' + (esc(r.notes) || '—') + '</td></tr>';
    });
  } else {
    var emptyMsg = view === 'monthly' ? '该月份暂无费用记录' : view === 'quarterly' ? '该季度暂无费用记录' : '暂无费用记录';
    tableRows = '<tr><td colspan="6" class="p-6 text-center text-slate-400">' + emptyMsg + '</td></tr>';
  }

  // 模态框 monthOpts for form (with current value preselected)
  var modalMonthOpts = '<option value="">请选择</option>';
  for (var yr2 = thisYear - 1; yr2 <= thisYear + 1; yr2++)
    for (var m2 = 1; m2 <= 12; m2++) {
      var mv2 = yr2 + '-' + String(m2).padStart(2, '0');
      modalMonthOpts += '<option value="' + mv2 + '">' + mv2 + '</option>';
    }
  var statusOpts = STATUS_OPTIONS.map(function(s) { return '<option value="' + s + '">' + s + '</option>'; }).join('');

  var modal = '<div id="planExpenseModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanExpModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-lg mx-4" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-6 py-4 flex items-center justify-between"><h3 class="text-lg font-bold text-slate-800" id="planExpenseModalTitle">新增费用</h3><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="planExpDeleteBtn" onclick="deletePlanExpItem()">删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closePlanExpModal()"><i data-lucide="x"></i></button></div></div><form onsubmit="savePlanExpense(event)" class="p-6 grid gap-4" novalidate><input type="hidden" name="expense_id" value=""><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用类型 <span class="text-red-500">*</span></span><select name="expense_type" required class="form-ctrl bg-white"><option value="">请选择</option>';
  EXPENSE_TYPES.forEach(function(t) { modal += '<option>' + t + '</option>'; });
  modal += '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">月份 <span class="text-red-500">*</span></span><select name="expense_month" required class="form-ctrl bg-white">' + modalMonthOpts + '</select></label></div><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用计提（元）</span><input name="amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">已发生费用计提（元）</span><input name="incurred_amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label></div><label class="block"><span class="text-sm text-slate-500 mb-1 block">状态</span><select name="status" class="form-ctrl bg-white">' + statusOpts + '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用说明</span><textarea name="notes" class="form-ctrl" rows="3" placeholder="备注信息"></textarea></label><div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closePlanExpModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>';

  var target = document.querySelector("#planExpenseModule") || document.querySelector("#planExpenseModule") || document.querySelector("#planExpenseContent");
  if (!target) return;
  target.innerHTML = '<div class="grid gap-4">' +
    '<div class="grid grid-cols-3 gap-1.5 mb-1.5">' +
      '<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">费用记录</span> <strong class="text-base text-slate-700">' + filtered.length + '</strong></div>' +
      '<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">总费用</span> <strong class="text-base text-rose-600">' + money(totalAmount) + '</strong></div>' +
      '<div class="metric-card px-3 py-1.5"><span class="text-xs text-slate-500">现金支出</span> <strong class="text-base text-purple-600">' + money(totalIncurred) + '</strong></div>' +
    '</div>' +
    '<div class="card p-3"><div class="flex justify-between items-center flex-wrap gap-2"><div class="flex items-center gap-2">' + toolbar + '<div class="flex items-center gap-1">' + typeTabs + '</div></div><button class="btn btn-primary btn-sm" onclick="openPlanExpModal()">新增费用</button></div></div>' +
    modal +
    '<div class="card p-4"><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'expense_month\')">月份' + sortArrow('expense_month') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'expense_type\')">费用类型' + sortArrow('expense_type') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'status\')">状态' + sortArrow('status') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'amount\')">金额' + sortArrow('amount') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'incurred_amount\')">现金支出' + sortArrow('incurred_amount') + '</th><th class="p-2 text-center font-semibold">费用说明</th></tr></thead><tbody>' + tableRows + '</tbody></table></div></div>' +
  '</div>';

  if (window.lucide) window.lucide.createIcons();
}

window.togglePlanExpSort = function(key) {
  var cur = state.planExpSort || {};
  if (cur.key === key) { cur.asc = !cur.asc; }
  else { cur.key = key; cur.asc = true; }
  state.planExpSort = cur;
  renderPlanExpense();
};

window.setPlanExpView = function(v) { state.planExpView = v; renderPlanExpense(); };
window.setPlanExpFilter = function(v) { state.planExpFilter = v; renderPlanExpense(); };
window.setPlanExpMonth = function(v) { state.planExpMonth = v; renderPlanExpense(); };
window.setPlanExpQuarter = function(v) { state.planExpQuarter = v; renderPlanExpense(); };

window.openPlanExpModal = function() {
  var form = document.querySelector("#planExpenseModal form");
  form.reset();
  form.querySelector('[name="expense_id"]').value = "";
  form.querySelector('[name="status"]').value = "计入费用";
  document.querySelector("#planExpenseModalTitle").textContent = "新增费用";
  document.querySelector("#planExpDeleteBtn").classList.add("hidden");
  document.querySelector("#planExpenseModal").classList.remove("hidden");
};

window.closePlanExpModal = function() {
  document.querySelector("#planExpenseModal").classList.add("hidden");
};

window.openPlanExpEdit = function(id) {
  var r = (state.data.planExpense || []).find(function(x) { return x.id === id; });
  if (!r) return;
  var form = document.querySelector("#planExpenseModal form");
  form.reset();
  var setVal = function(name, val) { var el = form.querySelector('[name="' + name + '"]'); if (el) el.value = val || ""; };
  setVal("expense_id", r.id);
  setVal("expense_type", r.expense_type);
  setVal("expense_month", r.expense_month);
  setVal("amount", r.amount);
  setVal("incurred_amount", r.incurred_amount);
  setVal("notes", r.notes);
  setVal("status", r.status || "计入费用");
  document.querySelector("#planExpenseModalTitle").textContent = "编辑费用";
  document.querySelector("#planExpDeleteBtn").classList.remove("hidden");
  document.querySelector("#planExpenseModal").classList.remove("hidden");
};

window.savePlanExpense = async function(event) {
  event.preventDefault();
  var form = event.target;
  var data = Object.fromEntries(new FormData(form).entries());
  if (data.amount === '' || data.amount === undefined) data.amount = 0;
  if (data.incurred_amount === '' || data.incurred_amount === undefined) data.incurred_amount = 0;
  if (!data.status) data.status = '计入费用';
  var id = data.expense_id;
  delete data.expense_id;
  data.tenant = state.tenant;

  try {
    if (id) {
      await api("/api/planExpense/" + id, { method: "PUT", body: JSON.stringify({ data }) });
    } else {
      await api("/api/planExpense", { method: "POST", body: JSON.stringify({ data }) });
    }
  } catch (error) {
    toast("保存失败：" + error.message, "error");
    return;
  }
  closePlanExpModal();
  try {
    state.data.planExpense = await api("/api/planExpense/list?tenant=" + encodeURIComponent(state.tenant));
    renderPlanExpense();
  } catch (e) { /* non-critical */ }
};

window.deletePlanExpItem = async function() {
  var id = document.querySelector("#planExpenseModal form [name='expense_id']").value;
  if (!id || !confirm("确定删除？")) return;
  try {
    await api("/api/planExpense/" + id, { method: "DELETE" });
  } catch (error) {
    toast("删除失败：" + error.message, "error");
    return;
  }
  closePlanExpModal();
  try {
    state.data.planExpense = await api("/api/planExpense/list?tenant=" + encodeURIComponent(state.tenant));
    renderPlanExpense();
  } catch (e) { /* non-critical */ }
};