sync: local modifications to unified_dashboard

- Updated core.py, init.py, mysql.ddl.sql
- Added __init__.py
- Added API files: dashboard_kpi, report_list
- Added UI files: base.ui, dashboard.ui, reports.ui

mysql.ddl.sql

@@ -0,0 +1,49 @@
+-- Table from dashboard_config.json
+CREATE TABLE IF NOT EXISTS `dashboard_config` (
+  `id` VARCHAR(32) NOT NULL COMMENT '主键UUID',
+  `dashboard_name` VARCHAR(100) COMMENT '仪表板显示名称',
+  `dashboard_type` VARCHAR(50) COMMENT 'sales/finance/customer/executive',
+  `config_json` VARCHAR(2000) COMMENT '仪表板布局和组件配置',
+  `is_default` VARCHAR(1) COMMENT 'Y/N',
+  `org_id` VARCHAR(32) COMMENT '多租户组织隔离',
+  `created_by` VARCHAR(32) COMMENT '创建用户ID',
+  `created_at` TIMESTAMP COMMENT '创建时间',
+  PRIMARY KEY (`id`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='仪表板配置';
+
+CREATE INDEX `idx_dashboard_org` ON `dashboard_config` (`org_id`);
+CREATE INDEX `idx_dashboard_type` ON `dashboard_config` (`dashboard_type`);
+CREATE UNIQUE INDEX `uk_dashboard_name_org` ON `dashboard_config` (`dashboard_name`, `org_id`);
+
+-- Table from report_template.json
+CREATE TABLE IF NOT EXISTS `report_template` (
+  `id` VARCHAR(32) NOT NULL COMMENT '主键UUID',
+  `template_name` VARCHAR(100) COMMENT '报表模板名称',
+  `report_type` VARCHAR(50) COMMENT 'sales/finance/customer/contract',
+  `sql_query` VARCHAR(2000) COMMENT '报表数据查询SQL',
+  `columns_config` VARCHAR(1000) NOT NULL COMMENT 'JSON格式的列配置',
+  `filters_config` VARCHAR(1000) NOT NULL COMMENT 'JSON格式的过滤器配置',
+  `chart_config` VARCHAR(1000) NOT NULL COMMENT 'JSON格式的图表配置',
+  `org_id` VARCHAR(32) COMMENT '多租户组织隔离',
+  `created_by` VARCHAR(32) COMMENT '创建用户ID',
+  `created_at` TIMESTAMP COMMENT '创建时间',
+  `is_active` VARCHAR(1) COMMENT 'Y/N',
+  PRIMARY KEY (`id`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='报表模板';
+
+CREATE INDEX `idx_template_org` ON `report_template` (`org_id`);
+CREATE INDEX `idx_template_type` ON `report_template` (`report_type`);
+
+-- Table from user_dashboard.json
+CREATE TABLE IF NOT EXISTS `user_dashboard` (
+  `id` VARCHAR(32) NOT NULL COMMENT '主键UUID',
+  `user_id` VARCHAR(32) COMMENT '关联用户',
+  `dashboard_config_id` VARCHAR(32) COMMENT '关联的仪表板配置',
+  `layout_json` VARCHAR(2000) NOT NULL COMMENT '用户自定义布局',
+  `is_favorite` VARCHAR(1) COMMENT 'Y/N',
+  `org_id` VARCHAR(32) COMMENT '多租户组织隔离',
+  PRIMARY KEY (`id`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_unicode_ci COMMENT='用户仪表板';
+
+CREATE UNIQUE INDEX `idx_user_dashboard_user` ON `user_dashboard` (`user_id`, `dashboard_config_id`);
+CREATE INDEX `idx_user_dashboard_org` ON `user_dashboard` (`org_id`);

unified_dashboard/__init__.py

@@ -0,0 +1 @@
+# Unified Dashboard Module

unified_dashboard/core.py

@@ -176,11 +176,12 @@ class DashboardCore:
             return approvals
         
         elif list_type == 'overdue_tasks':
-            tasks = await self.db.select('approval_task',
-                fields=['title', 'step_name', 'due_at'],
-                where={'org_id': org_id, 'status': 'pending', 'due_at < NOW()'},
-                order_by='due_at ASC',
-                limit=10)
+            now = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
+            tasks = await self.db.sqlExe(
+                "SELECT title, step_name, due_at FROM approval_task WHERE org_id = ${org_id}$ AND status = ${status}$ AND due_at < ${now}$ ORDER BY due_at ASC",
+                {'org_id': org_id, 'status': 'pending', 'now': now},
+                limit=10
+            )
             return tasks
         
         else:

unified_dashboard/init.py

@@ -1,6 +1,8 @@
 from ahserver.serverenv import ServerEnv
 from appPublic.worker import awaitify
 from .core import DashboardCore, ReportCore
+from sqlor.dbpools import DBPools
+
 
 def load_unified_dashboard():
     """加载统一仪表板和报表模块"""
@@ -8,14 +10,14 @@ def load_unified_dashboard():
     
     # 创建核心实例的工厂函数
     async def create_dashboard_core(org_id):
-        from sqlor.dbp import getDBP
-        db = await getDBP(org_id)
-        return DashboardCore(db)
+        dbname = get_module_dbname('unified_dashboard')
+        sor = await DBPools().sqlorContext(dbname)
+        return DashboardCore(sor)
     
     async def create_report_core(org_id):
-        from sqlor.dbp import getDBP
-        db = await getDBP(org_id)
-        return ReportCore(db)
+        dbname = get_module_dbname('unified_dashboard')
+        sor = await DBPools().sqlorContext(dbname)
+        return ReportCore(sor)
     
     env.create_dashboard_core = create_dashboard_core
     env.create_report_core = create_report_core

wwwroot/api/dashboard_kpi.dspy

@@ -0,0 +1,84 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Dashboard KPI and chart data API"""
+import json
+
+result = {'success': False, 'rows': [], 'total': 0}
+
+try:
+    kpi_type = params_kw.get('type', '').strip()
+    
+    if kpi_type == 'sales_funnel':
+        dbname = get_module_dbname('opportunity_management')
+        async with DBPools().sqlorContext(dbname) as sor:
+            stages = await sor.sqlExe("SELECT id, stage_name, stage_order FROM sales_stages ORDER BY stage_order ASC")
+            funnel_data = []
+            for stage in stages:
+                rows = await sor.sqlExe("SELECT COUNT(*) as cnt, COALESCE(SUM(estimated_amount),0) as amt FROM opportunities WHERE current_stage = ${stage_id}$", {'stage_id': stage['id']})
+                funnel_data.append({
+                    'stage': stage['stage_name'],
+                    'count': rows[0]['cnt'] if rows else 0,
+                    'amount': float(rows[0]['amt'] or 0) if rows else 0
+                })
+            result['rows'] = funnel_data
+            result['total'] = len(funnel_data)
+            result['success'] = True
+    
+    elif kpi_type == 'recent_opportunities':
+        dbname = get_module_dbname('opportunity_management')
+        async with DBPools().sqlorContext(dbname) as sor:
+            rows = await sor.sqlExe("SELECT customer_name, estimated_amount, current_stage FROM opportunities ORDER BY created_at DESC LIMIT 10")
+            result['rows'] = [dict(r) for r in (rows or [])]
+            result['total'] = len(result['rows'])
+            result['success'] = True
+    
+    elif kpi_type == 'kpi_summary':
+        # Aggregate KPIs from all modules
+        kpis = {}
+        
+        # Customer count
+        try:
+            dbname = get_module_dbname('customer_management')
+            async with DBPools().sqlorContext(dbname) as sor:
+                rows = await sor.sqlExe("SELECT COUNT(*) as cnt FROM customers")
+                kpis['total_customers'] = rows[0]['cnt'] if rows else 0
+        except:
+            kpis['total_customers'] = 0
+        
+        # Active opportunities
+        try:
+            dbname = get_module_dbname('opportunity_management')
+            async with DBPools().sqlorContext(dbname) as sor:
+                rows = await sor.sqlExe("SELECT COUNT(*) as cnt FROM opportunities WHERE status = 'active'")
+                kpis['active_opportunities'] = rows[0]['cnt'] if rows else 0
+        except:
+            kpis['active_opportunities'] = 0
+        
+        # Contract count
+        try:
+            dbname = get_module_dbname('contract_management')
+            async with DBPools().sqlorContext(dbname) as sor:
+                rows = await sor.sqlExe("SELECT COUNT(*) as cnt FROM contract")
+                kpis['total_contracts'] = rows[0]['cnt'] if rows else 0
+        except:
+            kpis['total_contracts'] = 0
+        
+        # Total receivables
+        try:
+            dbname = get_module_dbname('financial_management')
+            async with DBPools().sqlorContext(dbname) as sor:
+                rows = await sor.sqlExe("SELECT COALESCE(SUM(receivable_amount),0) as total FROM receivables")
+                kpis['total_receivables'] = float(rows[0]['total'] or 0) if rows else 0
+        except:
+            kpis['total_receivables'] = 0
+        
+        result['success'] = True
+        result['data'] = kpis
+    
+    else:
+        result['error'] = f'Unknown KPI type: {kpi_type}'
+
+except Exception as e:
+    result['error'] = str(e)
+
+return json.dumps(result, ensure_ascii=False, default=str)

wwwroot/api/report_list.dspy

@@ -0,0 +1,35 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Report list API"""
+import json
+
+result = {'success': False, 'rows': [], 'total': 0}
+
+try:
+    dbname = get_module_dbname('unified_dashboard')
+    ns = {
+        'page': int(params_kw.get('page', 1)),
+        'rows': int(params_kw.get('rows', 20)),
+        'sort': 'created_at desc'
+    }
+    sql = "SELECT id, template_name, category, description, is_active, created_at FROM report_template WHERE 1=1"
+    
+    keyword = params_kw.get('keyword', '').strip()
+    if keyword:
+        sql += " AND template_name LIKE ${keyword}$"
+        ns['keyword'] = f'%{keyword}%'
+    
+    async with DBPools().sqlorContext(dbname) as sor:
+        data = await sor.sqlExe(sql, ns)
+        if isinstance(data, dict):
+            result['total'] = data.get('total', 0)
+            result['rows'] = [dict(r) for r in data.get('rows', [])]
+        else:
+            result['rows'] = [dict(r) for r in (data or [])]
+            result['total'] = len(result['rows'])
+        result['success'] = True
+
+except Exception as e:
+    result['error'] = str(e)
+
+return json.dumps(result, ensure_ascii=False, default=str)

wwwroot/base.ui

@@ -0,0 +1,44 @@
+{
+  "widgettype": "Page",
+  "options": {
+    "title": "统一仪表板",
+    "style": {"height": "100vh", "padding": "0"}
+  },
+  "subwidgets": [
+    {
+      "widgettype": "HBox",
+      "options": {"style": {"height": "100%"}},
+      "subwidgets": [
+        {
+          "widgettype": "VBox",
+          "options": {"style": {"width": "220px", "backgroundColor": "#1A1E2F", "padding": "8px"}},
+          "subwidgets": [
+            {
+              "widgettype": "Text",
+              "options": {"text": "数据看板", "style": {"color": "#fff", "fontSize": "16px", "fontWeight": "bold", "padding": "12px 8px"}}
+            },
+            {
+              "widgettype": "Menu",
+              "options": {
+                "width": "100%",
+                "bgcolor": "#1A1E2F",
+                "items": [
+                  {"label": "高管视图", "icon": "fa fa-dashboard", "url": "{{entire_url('dashboard.ui')}}?type=executive", "target": "app.dashboard-content"},
+                  {"label": "销售视图", "icon": "fa fa-line-chart", "url": "{{entire_url('dashboard.ui')}}?type=sales", "target": "app.dashboard-content"},
+                  {"label": "财务视图", "icon": "fa fa-money", "url": "{{entire_url('dashboard.ui')}}?type=finance", "target": "app.dashboard-content"},
+                  {"label": "报表中心", "icon": "fa fa-file-text", "url": "{{entire_url('reports.ui')}}", "target": "app.dashboard-content"}
+                ],
+                "menuitem_css": "menuitem"
+              }
+            }
+          ]
+        },
+        {
+          "widgettype": "VBox",
+          "id": "dashboard-content",
+          "options": {"style": {"flex": 1, "overflow": "auto", "backgroundColor": "#f5f5f5"}}
+        }
+      ]
+    }
+  ]
+}

wwwroot/dashboard.ui

@@ -0,0 +1,83 @@
+{
+  "widgettype": "Page",
+  "options": {
+    "title": "仪表板",
+    "style": {"height": "100%", "padding": "0"}
+  },
+  "subwidgets": [
+    {
+      "widgettype": "VBox",
+      "options": {"style": {"padding": "16px", "flex": 1, "overflow": "auto"}},
+      "subwidgets": [
+        {
+          "widgettype": "HBox",
+          "options": {"style": {"marginBottom": "16px", "gap": "12px", "flexWrap": "wrap"}},
+          "subwidgets": [
+            {
+              "widgettype": "VBox",
+              "options": {"style": {"flex": 1, "minWidth": "200px", "backgroundColor": "#fff", "borderRadius": "8px", "padding": "16px", "boxShadow": "0 2px 4px rgba(0,0,0,0.1)"}},
+              "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "客户总数", "style": {"fontSize": "14px", "color": "#666"}}},
+                {"widgettype": "Text", "id": "kpi_customers", "options": {"text": "--", "style": {"fontSize": "28px", "fontWeight": "bold", "color": "#1E40AF"}}}
+              ]
+            },
+            {
+              "widgettype": "VBox",
+              "options": {"style": {"flex": 1, "minWidth": "200px", "backgroundColor": "#fff", "borderRadius": "8px", "padding": "16px", "boxShadow": "0 2px 4px rgba(0,0,0,0.1)"}},
+              "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "活跃商机", "style": {"fontSize": "14px", "color": "#666"}}},
+                {"widgettype": "Text", "id": "kpi_opportunities", "options": {"text": "--", "style": {"fontSize": "28px", "fontWeight": "bold", "color": "#059669"}}}
+              ]
+            },
+            {
+              "widgettype": "VBox",
+              "options": {"style": {"flex": 1, "minWidth": "200px", "backgroundColor": "#fff", "borderRadius": "8px", "padding": "16px", "boxShadow": "0 2px 4px rgba(0,0,0,0.1)"}},
+              "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "合同总数", "style": {"fontSize": "14px", "color": "#666"}}},
+                {"widgettype": "Text", "id": "kpi_contracts", "options": {"text": "--", "style": {"fontSize": "28px", "fontWeight": "bold", "color": "#D97706"}}}
+              ]
+            },
+            {
+              "widgettype": "VBox",
+              "options": {"style": {"flex": 1, "minWidth": "200px", "backgroundColor": "#fff", "borderRadius": "8px", "padding": "16px", "boxShadow": "0 2px 4px rgba(0,0,0,0.1)"}},
+              "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "应收总额", "style": {"fontSize": "14px", "color": "#666"}}},
+                {"widgettype": "Text", "id": "kpi_receivables", "options": {"text": "--", "style": {"fontSize": "28px", "fontWeight": "bold", "color": "#DC2626"}}}
+              ]
+            }
+          ]
+        },
+        {
+          "widgettype": "HBox",
+          "options": {"style": {"gap": "16px", "flexWrap": "wrap"}},
+          "subwidgets": [
+            {
+              "widgettype": "VBox",
+              "options": {"style": {"flex": 2, "minWidth": "400px", "backgroundColor": "#fff", "borderRadius": "8px", "padding": "16px", "boxShadow": "0 2px 4px rgba(0,0,0,0.1)"}},
+              "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "销售漏斗", "style": {"fontSize": "16px", "fontWeight": "bold", "marginBottom": "12px"}}},
+                {"widgettype": "DataGrid", "id": "funnel_grid", "options": {"url": "{{entire_url('api/dashboard_kpi.dspy')}}?type=sales_funnel", "columns": [
+                  {"field": "stage", "header": "阶段", "width": 120},
+                  {"field": "count", "header": "数量", "width": 80},
+                  {"field": "amount", "header": "金额", "width": 120}
+                ]}}
+              ]
+            },
+            {
+              "widgettype": "VBox",
+              "options": {"style": {"flex": 1, "minWidth": "300px", "backgroundColor": "#fff", "borderRadius": "8px", "padding": "16px", "boxShadow": "0 2px 4px rgba(0,0,0,0.1)"}},
+              "subwidgets": [
+                {"widgettype": "Text", "options": {"text": "最新商机", "style": {"fontSize": "16px", "fontWeight": "bold", "marginBottom": "12px"}}},
+                {"widgettype": "DataGrid", "id": "recent_opp_grid", "options": {"url": "{{entire_url('api/dashboard_kpi.dspy')}}?type=recent_opportunities", "columns": [
+                  {"field": "customer_name", "header": "客户", "width": 120},
+                  {"field": "estimated_amount", "header": "金额", "width": 100},
+                  {"field": "current_stage", "header": "阶段", "width": 80}
+                ]}}
+              ]
+            }
+          ]
+        }
+      ]
+    }
+  ]
+}

wwwroot/reports.ui

@@ -0,0 +1,41 @@
+{
+  "widgettype": "Page",
+  "options": {
+    "title": "报表中心",
+    "style": {"height": "100%", "padding": "0"}
+  },
+  "subwidgets": [
+    {
+      "widgettype": "VBox",
+      "options": {"style": {"padding": "16px", "flex": 1, "overflow": "auto"}},
+      "subwidgets": [
+        {
+          "widgettype": "HBox",
+          "options": {"style": {"marginBottom": "16px", "gap": "8px"}},
+          "subwidgets": [
+            {"widgettype": "TextField", "id": "report_search", "options": {"label": "搜索报表", "placeholder": "报表名称", "style": {"flex": 1}}},
+            {"widgettype": "Button", "id": "btn_search", "options": {"text": "搜索", "variant": "primary"}}
+          ]
+        },
+        {
+          "widgettype": "DataGrid",
+          "id": "report_grid",
+          "options": {
+            "url": "{{entire_url('api/report_list.dspy')}}",
+            "style": {"flex": 1},
+            "columns": [
+              {"field": "template_name", "header": "报表名称", "width": 200},
+              {"field": "category", "header": "分类", "width": 120},
+              {"field": "description", "header": "说明", "width": 300},
+              {"field": "is_active", "header": "状态", "width": 80},
+              {"field": "created_at", "header": "创建时间", "width": 160}
+            ],
+            "toolbar": [
+              {"type": "button", "text": "查看", "icon": "view", "action": "navigate('main/unified_dashboard/report_view.ui?id={% raw %}{{selectedRow.id}}{% endraw %}')"}
+            ]
+          }
+        }
+      ]
+    }
+  ]
+}