c0fb382d78
工作台改版: - 学会→学术, 总工作台→总览(数据库迁移+session清理) - 侧边栏工作台从下拉菜单改为竖向平铺+独立图标 - 5个工作台去除部门模块, 只有总览显示 - 工作台顺序: 总览→学术→MCN→科普→医患→科研 经营月报+季度月报: - 月度/季度总览改名(月度总览→经营月报, 季度总览→季度月报) - 财务概览增加回款/项目现金流行(7行) - 新增业务线经营情况卡片(毛利/平台费用/利润) - 新增业务线现金流卡片(项目现金流/平台费用已付/业务线现金流) - 季度月报完善为三卡片结构, 与经营月报一致 - 计划模块总览独立数据源(computePlanMonthly) UI优化: - 汇总卡片单行显示+5x2网格+去外层卡片 - 项目表格行高压缩(py-px+line-height:0.95) - 表头不压缩, 只压缩tbody - 加权/项目类型内联下拉去原生箭头+自定义箭头 - 加权/项目类型表头去除排序箭头 - 实际模块已付→支出, 已回款→回款, 成本→成本(不含平台费用) - 现金流注释(回款-支出) - 卡片间距/筛选区/tip高度压缩 - 实际模块增加执行提示tip 修复: - routes.py planFinances client_name列去重 - plan_expense.js savePlanExpense改用api()+load() - plan.js createPlanFinance拆分try-catch - 版本号 v1.0.0.35
887 lines
45 KiB
Python
887 lines
45 KiB
Python
# routes.py — 全部 HTTP 路由（Blueprint）
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# 依赖：flask, db.py, helpers.py, werkzeug
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import os
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import json
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from datetime import date
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from pathlib import Path
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from flask import Blueprint, 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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from db import db, now, _exec, rows, one, UPLOAD_DIR
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from helpers import add_file_index, attach_common, monthly_finance
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bp = Blueprint("api", __name__)
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ALL_TENANTS = ["总览", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界"]
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TABLES = {
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"sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
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"proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "proposal_type", "notes", "tenant"]),
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"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"]),
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"products": ("product_versions", ["product_name", "version", "version_goal", "priority", "start_date", "plan_date", "dev_done_date", "test_date", "launch_date", "status", "notes", "tenant"]),
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"finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
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"tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "priority", "tenant"]),
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"projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "client_name", "sign_amount", "sign_month", "sales_person", "owner", "total_rev", "total_gross", "total_payment", "total_cost", "total_paid", "budget_data", "expense_data", "start_date", "end_date", "task_type", "task_count", "service_fee_standard", "project_manager", "task_data", "project_code", "contact_name", "contact_phone", "other_info"]),
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"expense": ("expense_records", ["expense_type", "expense_month", "amount", "incurred_amount", "notes", "status", "tenant"]),
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"planFinances": ("plan_finances", ["project_id", "tenant", "business_type", "customer_name", "client_name", "sign_amount", "sign_month", "sales_person", "owner", "total_rev", "total_gross", "total_payment", "total_cost", "total_paid", "budget_data", "expense_data", "start_date", "end_date", "task_type", "task_count", "service_fee_standard", "project_manager", "task_data", "project_code", "contact_name", "contact_phone", "other_info", "project_type", "weight"]),
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"planExpense": ("plan_expense_records", ["expense_type", "expense_month", "amount", "incurred_amount", "notes", "status", "tenant"]),
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}
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# ---------- 鉴权装饰器 ----------
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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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# ---------- 认证路由 ----------
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@bp.route("/login")
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def login_page():
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return render_template("login.html")
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@bp.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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if user["role"] == "admin":
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session["tenants"] = ["总览", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·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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# 清理旧名称
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session["tenants"] = [t if t != "总工作台" else "总览" for t in session["tenants"]]
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session["tenants"] = [t if t != "学会·无界" else "学术·无界" for t in session["tenants"]]
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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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@bp.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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@bp.route("/api/auth/change-password", methods=["POST"])
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@login_required
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def auth_change_password():
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data = request.get_json(force=True) or {}
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old_password = data.get("old_password", "")
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new_password = data.get("new_password", "")
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if not old_password or not new_password:
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return jsonify({"error": "旧密码和新密码不能为空"}), 400
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if len(new_password) < 6:
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return jsonify({"error": "新密码至少需要6位"}), 400
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user_id = session.get("user_id")
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conn = db()
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try:
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user = one(conn, "SELECT * FROM users WHERE id=?", (user_id,))
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if not user or not check_password_hash(user["password_hash"], old_password):
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return jsonify({"error": "旧密码错误"}), 401
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new_hash = generate_password_hash(new_password)
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_exec(conn, "UPDATE users SET password_hash=? WHERE id=?", (new_hash, user_id))
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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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@bp.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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tenants = [t if t != "总工作台" else "总览" for t in tenants]
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tenants = [t if t != "学会·无界" else "学术·无界" for t in tenants]
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if "总览" not in tenants:
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tenants = ["总览"] + 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 ----------
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@bp.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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@bp.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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@bp.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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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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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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@bp.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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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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@bp.route("/api/tenants")
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def list_tenants():
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return jsonify(ALL_TENANTS)
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# ---------- 首页 + bootstrap ----------
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@bp.route("/")
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def index():
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if "user_id" not in session:
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return redirect("/login")
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return render_template("index.html")
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@bp.route("/api/bootstrap")
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def bootstrap():
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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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_year = date.today().year
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tenant = request.args.get("tenant", session.get("tenants", ["科普·无界"])[0])
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allowed = session.get("tenants", [])
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allowed = [t if t != "总工作台" else "总览" for t in allowed]
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allowed = [t if t != "学会·无界" else "学术·无界" for t in allowed]
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if "总览" not in allowed:
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allowed = ["总览"] + allowed
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if tenant not in allowed:
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tenant = allowed[0]
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conn = db()
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try:
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# 总工作台：聚合所有工作台的首页数据
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if tenant == "总览":
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real_tenants = [t for t in allowed if t != "总览"]
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all_metrics = []
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all_monthly = []
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all_recent = []
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for t in real_tenants:
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t_pfs = rows(conn, "SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", [t])
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t_ops = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects WHERE tenant=? ORDER BY id ASC", [t]))
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t_sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", [t]))
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t_products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", [t]))
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t_expense = rows(conn, "SELECT * FROM expense_records WHERE tenant=?", [t])
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t_proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", [t]))
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t_signed_pfs = t_pfs
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def t_parse_budget(pf):
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try:
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budget = json.loads(pf.get("budget_data") or "[]")
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except (json.JSONDecodeError, TypeError):
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budget = []
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return {(b.get("month") or "").replace("-", "_"): b for b in budget}
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t_bm = {pf["id"]: t_parse_budget(pf) for pf in t_pfs}
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def t_sum_budget(field, months_range):
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total = 0
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for pf in t_pfs:
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bm = t_bm.get(pf["id"], {})
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for m in months_range:
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b = bm.get(f"{_year}_{m:02d}")
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if b:
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total += float(b.get(field) or 0)
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return total
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def t_parse_expense(pf):
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try:
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ed = json.loads(pf.get("expense_data") or "[]")
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except (json.JSONDecodeError, TypeError):
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ed = []
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return {(e.get("month") or "").replace("-", "_"): e for e in ed}
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t_em = {pf["id"]: t_parse_expense(pf) for pf in t_pfs}
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def t_sum_expense(field, months_range):
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total = 0
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for pf in t_pfs:
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em = t_em.get(pf["id"], {})
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for m in months_range:
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e = em.get(f"{_year}_{m:02d}")
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if e:
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total += float(e.get(field) or 0)
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return total
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_now_month = date.today().month
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_q_start = ((_now_month - 1) // 3) * 3 + 1
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_q_range = range(_q_start, _q_start + 3)
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_q_months = [f"{_year}-{m:02d}" for m in _q_range]
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_prev_q_start = ((_now_month - 4) // 3) * 3 + 1
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_prev_q_range = range(max(_prev_q_start, 1), _prev_q_start + 3)
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_prev_q_months = [f"{_year}-{m:02d}" for m in _prev_q_range]
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_prev_month = _now_month - 1 if _now_month > 1 else None
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all_metrics.append({
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"total_projects": len(t_signed_pfs),
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"total_proposals": len(t_ops),
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"total_products": len(t_proposals),
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"upcoming_products": len(t_products),
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"signed_amount": sum(x["sign_amount"] or 0 for x in t_pfs),
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"signed_annual": sum(x["sign_amount"] or 0 for x in t_pfs),
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"signed_q2": sum(x["sign_amount"] or 0 for x in t_pfs if (x.get("sign_month") or "")[:7] in _q_months),
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"signed_month": sum(x["sign_amount"] or 0 for x in t_pfs if (x.get("sign_month") or "")[:7] == f"{_year}-{_now_month:02d}"),
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"signed_prev_q": sum(x["sign_amount"] or 0 for x in t_pfs if (x.get("sign_month") or "")[:7] in _prev_q_months),
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"signed_prev_month": sum(x["sign_amount"] or 0 for x in t_pfs if (x.get("sign_month") or "")[:7] == f"{_year}-{_prev_month:02d}") if _prev_month else 0,
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"revenue_annual": t_sum_budget("rev", range(1, 13)),
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"revenue_q2": t_sum_budget("rev", _q_range),
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"monthly_revenue": t_sum_budget("rev", [_now_month]),
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"revenue_prev_q": t_sum_budget("rev", _prev_q_range),
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"revenue_prev_month": t_sum_budget("rev", [_prev_month]) if _prev_month else 0,
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"gross_annual": t_sum_budget("gross", range(1, 13)),
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"gross_q2": t_sum_budget("gross", _q_range),
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"monthly_net_profit": t_sum_budget("gross", [_now_month]),
|
||
"gross_prev_q": t_sum_budget("gross", _prev_q_range),
|
||
"gross_prev_month": t_sum_budget("gross", [_prev_month]) if _prev_month else 0,
|
||
"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]),
|
||
"payment_prev_q": t_sum_budget("payment", _prev_q_range),
|
||
"payment_prev_month": t_sum_budget("payment", [_prev_month]) if _prev_month else 0,
|
||
"cost_annual": t_sum_expense("cost", range(1, 13)),
|
||
"cost_q2": t_sum_expense("cost", _q_range),
|
||
"cost_month": t_sum_expense("cost", [_now_month]),
|
||
"cost_prev_q": t_sum_expense("cost", _prev_q_range),
|
||
"cost_prev_month": t_sum_expense("cost", [_prev_month]) if _prev_month else 0,
|
||
})
|
||
# 费用汇总（从 expense_records 表计算）
|
||
def t_expense_sum(m_range):
|
||
total = 0
|
||
for r in t_expense:
|
||
if (r.get("status") or "") == "暂不计入": continue
|
||
m = (r.get("expense_month") or "").strip()
|
||
if not m or "-" not in m: continue
|
||
try:
|
||
if int(m.split("-")[1]) in m_range:
|
||
total += float(r.get("amount") or 0)
|
||
except: pass
|
||
return total
|
||
all_metrics[-1]["expense_annual"] = t_expense_sum(range(1, 13))
|
||
all_metrics[-1]["expense_q2"] = t_expense_sum(_q_range)
|
||
all_metrics[-1]["expense_month"] = t_expense_sum([_now_month])
|
||
all_metrics[-1]["expense_prev_q"] = t_expense_sum(_prev_q_range)
|
||
all_metrics[-1]["expense_prev_month"] = t_expense_sum([_prev_month]) if _prev_month else 0
|
||
all_metrics[-1]["paid_annual"] = t_sum_expense("paid", range(1, 13))
|
||
all_metrics[-1]["paid_q2"] = t_sum_expense("paid", _q_range)
|
||
all_metrics[-1]["paid_month"] = t_sum_expense("paid", [_now_month])
|
||
all_metrics[-1]["paid_prev_q"] = t_sum_expense("paid", _prev_q_range)
|
||
all_metrics[-1]["paid_prev_month"] = t_sum_expense("paid", [_prev_month]) if _prev_month else 0
|
||
all_metrics[-1]["proj_expense_annual"] = t_sum_budget("expense", range(1, 13))
|
||
all_metrics[-1]["proj_expense_q2"] = t_sum_budget("expense", _q_range)
|
||
all_metrics[-1]["proj_expense_month"] = t_sum_budget("expense", [_now_month])
|
||
all_metrics[-1]["proj_expense_prev_q"] = t_sum_budget("expense", _prev_q_range)
|
||
all_metrics[-1]["proj_expense_prev_month"] = t_sum_budget("expense", [_prev_month]) if _prev_month else 0
|
||
all_metrics[-1]["cashflow_annual"] = all_metrics[-1]["payment_annual"] - all_metrics[-1]["paid_annual"]
|
||
all_metrics[-1]["cashflow_q2"] = all_metrics[-1]["payment_q2"] - all_metrics[-1]["paid_q2"]
|
||
all_metrics[-1]["cashflow_month"] = all_metrics[-1]["payment_month"] - all_metrics[-1]["paid_month"]
|
||
all_metrics[-1]["cashflow_prev_q"] = all_metrics[-1]["payment_prev_q"] - all_metrics[-1]["paid_prev_q"]
|
||
all_metrics[-1]["cashflow_prev_month"] = all_metrics[-1]["payment_prev_month"] - all_metrics[-1]["paid_prev_month"]
|
||
def t_expense_paid_sum(m_range):
|
||
total = 0
|
||
for r in t_expense:
|
||
if (r.get("status") or "") == "暂不计入": continue
|
||
m = (r.get("expense_month") or "").strip()
|
||
if not m or "-" not in m: continue
|
||
try:
|
||
if int(m.split("-")[1]) in m_range:
|
||
total += float(r.get("incurred_amount") or 0)
|
||
except: pass
|
||
return total
|
||
all_metrics[-1]["expense_paid_annual"] = t_expense_paid_sum(range(1, 13))
|
||
all_metrics[-1]["expense_paid_q2"] = t_expense_paid_sum(_q_range)
|
||
all_metrics[-1]["expense_paid_month"] = t_expense_paid_sum([_now_month])
|
||
all_metrics[-1]["expense_paid_prev_q"] = t_expense_paid_sum(_prev_q_range)
|
||
all_metrics[-1]["expense_paid_prev_month"] = t_expense_paid_sum([_prev_month]) if _prev_month else 0
|
||
all_metrics[-1]["dept_cf_annual"] = all_metrics[-1]["cashflow_annual"] - all_metrics[-1]["expense_paid_annual"]
|
||
all_metrics[-1]["dept_cf_q2"] = all_metrics[-1]["cashflow_q2"] - all_metrics[-1]["expense_paid_q2"]
|
||
all_metrics[-1]["dept_cf_month"] = all_metrics[-1]["cashflow_month"] - all_metrics[-1]["expense_paid_month"]
|
||
all_metrics[-1]["dept_cf_prev_q"] = all_metrics[-1]["cashflow_prev_q"] - all_metrics[-1]["expense_paid_prev_q"]
|
||
all_metrics[-1]["dept_cf_prev_month"] = all_metrics[-1]["cashflow_prev_month"] - all_metrics[-1]["expense_paid_prev_month"]
|
||
all_metrics[-1]["profit_annual"] = all_metrics[-1]["gross_annual"] - all_metrics[-1]["proj_expense_annual"]
|
||
all_metrics[-1]["profit_q2"] = all_metrics[-1]["gross_q2"] - all_metrics[-1]["proj_expense_q2"]
|
||
all_metrics[-1]["profit_month"] = all_metrics[-1]["monthly_net_profit"] - all_metrics[-1]["proj_expense_month"]
|
||
all_metrics[-1]["profit_prev_q"] = all_metrics[-1]["gross_prev_q"] - all_metrics[-1]["proj_expense_prev_q"]
|
||
all_metrics[-1]["profit_prev_month"] = all_metrics[-1]["gross_prev_month"] - all_metrics[-1]["proj_expense_prev_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]))
|
||
agg = {}
|
||
for key in ["total_projects","total_proposals","total_products","upcoming_products","signed_amount","signed_annual","signed_q2","signed_month","signed_prev_q","signed_prev_month","revenue_annual","revenue_q2","monthly_revenue","revenue_prev_q","revenue_prev_month","gross_annual","gross_q2","monthly_net_profit","gross_prev_q","gross_prev_month","payment_annual","payment_q2","payment_month","payment_prev_q","payment_prev_month","cost_annual","cost_q2","cost_month","cost_prev_q","cost_prev_month","expense_annual","expense_q2","expense_month","expense_prev_q","expense_prev_month","paid_annual","paid_q2","paid_month","paid_prev_q","paid_prev_month","cashflow_annual","cashflow_q2","cashflow_month","cashflow_prev_q","cashflow_prev_month","expense_paid_annual","expense_paid_q2","expense_paid_month","expense_paid_prev_q","expense_paid_prev_month","dept_cf_annual","dept_cf_q2","dept_cf_month","dept_cf_prev_q","dept_cf_prev_month","profit_annual","profit_q2","profit_month","profit_prev_q","profit_prev_month","proj_expense_annual","proj_expense_q2","proj_expense_month","proj_expense_prev_q","proj_expense_prev_month"]:
|
||
agg[key] = sum(m.get(key, 0) for m in all_metrics)
|
||
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"{_year}-{i+1:02d}"}
|
||
for field in ["revenue","gross","payment","cost","paid","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": "总览",
|
||
"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": [], "expense": [], "planFinances": [], "planExpense": [], "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)
|
||
expense = q("SELECT * FROM expense_records WHERE tenant=? ORDER BY id DESC", tenant)
|
||
planPfs = q("SELECT * FROM plan_finances WHERE tenant=? ORDER BY id DESC", tenant)
|
||
planExpense = q("SELECT * FROM plan_expense_records WHERE tenant=? ORDER BY id DESC", tenant)
|
||
signed_pfs = pfs
|
||
|
||
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 parse_expense(pf):
|
||
try:
|
||
ed = json.loads(pf.get("expense_data") or "[]")
|
||
except (json.JSONDecodeError, TypeError):
|
||
ed = []
|
||
return {(e.get("month") or "").replace("-", "_"): e for e in ed}
|
||
|
||
expense_maps = [(pf, parse_expense(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"{_year}_{m:02d}")
|
||
if b:
|
||
total += float(b.get(field) or 0)
|
||
return total
|
||
|
||
def sum_expense(field, months_range):
|
||
total = 0
|
||
for pf, em in expense_maps:
|
||
for m in months_range:
|
||
e = em.get(f"{_year}_{m:02d}")
|
||
if e:
|
||
total += float(e.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)
|
||
_prev_q_start = ((_now_month - 4) // 3) * 3 + 1
|
||
_prev_q_range = range(max(_prev_q_start, 1), _prev_q_start + 3)
|
||
_prev_month = _now_month - 1 if _now_month > 1 else None
|
||
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])
|
||
rev_prev_q = sum_budget("rev", _prev_q_range)
|
||
gross_prev_q = sum_budget("gross", _prev_q_range)
|
||
rev_prev_month = sum_budget("rev", [_prev_month]) if _prev_month else 0
|
||
gross_prev_month = sum_budget("gross", [_prev_month]) if _prev_month else 0
|
||
payment_annual = sum_budget("payment", range(1, 13))
|
||
cost_annual = sum_expense("cost", range(1, 13))
|
||
payment_q2 = sum_budget("payment", _q_range)
|
||
cost_q2 = sum_expense("cost", _q_range)
|
||
payment_month = sum_budget("payment", [_now_month])
|
||
cost_month = sum_expense("cost", [_now_month])
|
||
payment_prev_q = sum_budget("payment", _prev_q_range)
|
||
cost_prev_q = sum_expense("cost", _prev_q_range)
|
||
payment_prev_month = sum_budget("payment", [_prev_month]) if _prev_month else 0
|
||
cost_prev_month = sum_expense("cost", [_prev_month]) if _prev_month else 0
|
||
def expense_sum(month_range):
|
||
total = 0
|
||
for r in expense:
|
||
if (r.get("status") or "") == "暂不计入": continue
|
||
m = (r.get("expense_month") or "").strip()
|
||
if not m or "-" not in m: continue
|
||
try:
|
||
if int(m.split("-")[1]) in month_range:
|
||
total += float(r.get("amount") or 0)
|
||
except: pass
|
||
return total
|
||
expense_annual = expense_sum(range(1, 13))
|
||
expense_q2 = expense_sum(_q_range)
|
||
expense_month_val = expense_sum([_now_month])
|
||
expense_prev_q = expense_sum(_prev_q_range)
|
||
expense_prev_month = expense_sum([_prev_month]) if _prev_month else 0
|
||
def expense_paid_sum(month_range):
|
||
total = 0
|
||
for r in expense:
|
||
if (r.get("status") or "") == "暂不计入": continue
|
||
m = (r.get("expense_month") or "").strip()
|
||
if not m or "-" not in m: continue
|
||
try:
|
||
if int(m.split("-")[1]) in month_range:
|
||
total += float(r.get("incurred_amount") or 0)
|
||
except: pass
|
||
return total
|
||
expense_paid_annual = expense_paid_sum(range(1, 13))
|
||
expense_paid_q2 = expense_paid_sum(_q_range)
|
||
expense_paid_month = expense_paid_sum([_now_month])
|
||
expense_paid_prev_q = expense_paid_sum(_prev_q_range)
|
||
expense_paid_prev_month = expense_paid_sum([_prev_month]) if _prev_month else 0
|
||
paid_annual = sum_expense("paid", range(1, 13))
|
||
paid_q2 = sum_expense("paid", _q_range)
|
||
paid_month = sum_expense("paid", [_now_month])
|
||
paid_prev_q = sum_expense("paid", _prev_q_range)
|
||
paid_prev_month = sum_expense("paid", [_prev_month]) if _prev_month else 0
|
||
proj_expense_annual = sum_budget("expense", range(1, 13))
|
||
proj_expense_q2 = sum_budget("expense", _q_range)
|
||
proj_expense_month = sum_budget("expense", [_now_month])
|
||
proj_expense_prev_q = sum_budget("expense", _prev_q_range)
|
||
proj_expense_prev_month = sum_budget("expense", [_prev_month]) if _prev_month else 0
|
||
cashflow_annual = payment_annual - paid_annual
|
||
cashflow_q2 = payment_q2 - paid_q2
|
||
cashflow_month = payment_month - paid_month
|
||
cashflow_prev_q = payment_prev_q - paid_prev_q
|
||
cashflow_prev_month = payment_prev_month - paid_prev_month
|
||
dept_cf_annual = cashflow_annual - expense_paid_annual
|
||
dept_cf_q2 = cashflow_q2 - expense_paid_q2
|
||
dept_cf_month = cashflow_month - expense_paid_month
|
||
dept_cf_prev_q = cashflow_prev_q - expense_paid_prev_q
|
||
dept_cf_prev_month = cashflow_prev_month - expense_paid_prev_month
|
||
profit_annual = gross_annual - proj_expense_annual
|
||
profit_q2 = gross_q2 - proj_expense_q2
|
||
profit_month = gross_month - proj_expense_month
|
||
profit_prev_q = gross_prev_q - proj_expense_prev_q
|
||
profit_prev_month = gross_prev_month - proj_expense_prev_month
|
||
signed_amount = sum(x["sign_amount"] or 0 for x in pfs)
|
||
signed_annual = sum(x["sign_amount"] or 0 for x in pfs)
|
||
_q_months = [f"{_year}-{m:02d}" for m in _q_range]
|
||
signed_q2 = sum(x["sign_amount"] or 0 for x in pfs if (x.get("sign_month") or "")[:7] in _q_months)
|
||
signed_month = sum(x["sign_amount"] or 0 for x in pfs if (x.get("sign_month") or "")[:7] == f"{_year}-{_now_month:02d}")
|
||
_prev_q_months = [f"{_year}-{m:02d}" for m in _prev_q_range]
|
||
signed_prev_q = sum(x["sign_amount"] or 0 for x in pfs if (x.get("sign_month") or "")[:7] in _prev_q_months)
|
||
signed_prev_month = sum(x["sign_amount"] or 0 for x in pfs if (x.get("sign_month") or "")[:7] == f"{_year}-{_prev_month:02d}") if _prev_month else 0
|
||
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),
|
||
"signed_amount": signed_amount,
|
||
"signed_annual": signed_annual,
|
||
"signed_q2": signed_q2,
|
||
"signed_month": signed_month,
|
||
"signed_prev_q": signed_prev_q,
|
||
"signed_prev_month": signed_prev_month,
|
||
"pipeline_amount": pipeline_amount,
|
||
"revenue_annual": rev_annual,
|
||
"revenue_q2": rev_q2,
|
||
"revenue_prev_q": rev_prev_q,
|
||
"revenue_prev_month": rev_prev_month,
|
||
"gross_annual": gross_annual,
|
||
"gross_q2": gross_q2,
|
||
"gross_prev_q": gross_prev_q,
|
||
"gross_prev_month": gross_prev_month,
|
||
"payment_annual": payment_annual,
|
||
"payment_q2": payment_q2,
|
||
"payment_month": payment_month,
|
||
"payment_prev_q": payment_prev_q,
|
||
"payment_prev_month": payment_prev_month,
|
||
"cost_annual": cost_annual,
|
||
"cost_q2": cost_q2,
|
||
"cost_month": cost_month,
|
||
"cost_prev_q": cost_prev_q,
|
||
"cost_prev_month": cost_prev_month,
|
||
"expense_annual": expense_annual,
|
||
"expense_q2": expense_q2,
|
||
"expense_month": expense_month_val,
|
||
"expense_prev_q": expense_prev_q,
|
||
"expense_prev_month": expense_prev_month,
|
||
"paid_annual": paid_annual,
|
||
"paid_q2": paid_q2,
|
||
"paid_month": paid_month,
|
||
"paid_prev_q": paid_prev_q,
|
||
"paid_prev_month": paid_prev_month,
|
||
"cashflow_annual": cashflow_annual,
|
||
"cashflow_q2": cashflow_q2,
|
||
"cashflow_month": cashflow_month,
|
||
"cashflow_prev_q": cashflow_prev_q,
|
||
"cashflow_prev_month": cashflow_prev_month,
|
||
"expense_paid_annual": expense_paid_annual,
|
||
"expense_paid_q2": expense_paid_q2,
|
||
"expense_paid_month": expense_paid_month,
|
||
"expense_paid_prev_q": expense_paid_prev_q,
|
||
"expense_paid_prev_month": expense_paid_prev_month,
|
||
"dept_cf_annual": dept_cf_annual,
|
||
"dept_cf_q2": dept_cf_q2,
|
||
"dept_cf_month": dept_cf_month,
|
||
"dept_cf_prev_q": dept_cf_prev_q,
|
||
"dept_cf_prev_month": dept_cf_prev_month,
|
||
"profit_annual": profit_annual,
|
||
"profit_q2": profit_q2,
|
||
"profit_month": profit_month,
|
||
"profit_prev_q": profit_prev_q,
|
||
"profit_prev_month": profit_prev_month,
|
||
"proj_expense_annual": proj_expense_annual,
|
||
"proj_expense_q2": proj_expense_q2,
|
||
"proj_expense_month": proj_expense_month,
|
||
"proj_expense_prev_q": proj_expense_prev_q,
|
||
"proj_expense_prev_month": proj_expense_prev_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, "expense": expense, "planFinances": planPfs, "planExpense": planExpense, "tenant": tenant, "tenants": allowed})
|
||
finally:
|
||
conn.close()
|
||
|
||
|
||
# ---------- 通用 CRUD ----------
|
||
|
||
@bp.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", {})
|
||
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:
|
||
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()
|
||
|
||
|
||
@bp.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", {})
|
||
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"
|
||
if resource == "products":
|
||
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)
|
||
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()
|
||
|
||
|
||
# ---------- followups ----------
|
||
|
||
@bp.route("/api/followups/<target_type>/<int:target_id>")
|
||
def list_followups(target_type, target_id):
|
||
conn = db()
|
||
try:
|
||
fups = rows(conn,
|
||
"SELECT * FROM follow_up_records WHERE target_type=? AND target_id=? ORDER BY followed_at DESC, id DESC",
|
||
(target_type, target_id))
|
||
return jsonify(fups)
|
||
finally:
|
||
conn.close()
|
||
|
||
@bp.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()
|
||
|
||
|
||
@bp.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()
|
||
|
||
|
||
# ---------- batch sort ----------
|
||
|
||
@bp.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()
|
||
|
||
|
||
@bp.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()
|
||
|
||
|
||
# ---------- files ----------
|
||
|
||
@bp.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()
|
||
|
||
|
||
@bp.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()
|
||
|
||
|
||
@bp.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
|
||
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()
|
||
|
||
|
||
# ---------- health ----------
|
||
|
||
@bp.route("/api/health")
|
||
def health():
|
||
return jsonify({"ok": True, "service": "opc-manager"})
|