tongjiweb/implementation_plan.md

Major Feature Update Plan

A comprehensive update adding sub-project tracking granularity, a cross-table R&D summary view, and a data management system (backup/restore/reset).

---

Proposed Changes

A — Rename "服务类型预设" → "子项目"

No DB schema changes needed (service_types column name stays, only UI text changes).

[MODIFY] ClientManage.vue

• Label "服务类型预设" → "子项目预设"
• Dialog field label updated

[MODIFY] TimesheetForm.vue

• Label "项目类型" → "子项目"
• Placeholder text updated

---

B — Statistics display as "项目-子项目"

The project_type field in timesheets stores which sub-project was selected. Current stats queries ignore this field. We need to group by project_type within each project, and surface "项目名-子项目" combinations.

Important

This changes all 3 tab views (Sales/R&D/Project) to break down by sub-project in charts. Tables remain overview-level, but charts use the sub-project granularity.

[MODIFY] server/routes/admin.js

• Update GET /admin/stats/sales, GET /admin/stats/rd, GET /admin/stats/project queries to include sub-project breakdown (join with project_type from timesheets)

[MODIFY] client/src/views/admin/Dashboard.vue

• Build chart data as "项目-子项目" strings
• Both pie and bar charts use this combined label

---

C — New Tab: 研发工时汇总 (Matrix)

A cross-table: rows = R&D personnel, columns = "项目-子项目", cells = total hours, plus row/column totals.

[NEW] server/routes/admin.js additions

• GET /admin/summary-matrix?start_date=&end_date= — returns flat rows with {user_name, project_label, hours}
• GET /admin/export/matrix?start_date=&end_date= — returns Excel file of the matrix

[MODIFY] client/src/api/index.js

• Add getSummaryMatrix(params) and exportMatrixExcel(params) to adminApi

[MODIFY] client/src/views/admin/Dashboard.vue

• Add 4th tab "📋 研发工时汇总"
• No charts, just the cross-table with totals row/column
• Date filter + Export button

---

D — Admin: Clear All Data

[NEW] server/routes/admin.js additions

• POST /admin/reset — DELETE timesheets, DELETE clients (users preserved)

[NEW] client/src/views/admin/DataManage.vue

• New admin page for data management in one place
• Contains: Reset, Backup, Restore sections

[MODIFY] router/index.js + Layout.vue

• Add /data-manage admin route + menu item "🗄️ 数据管理"

---

E — Backup / Restore / Auto-backup

[MODIFY] server/package.json

• Add node-cron dependency

[NEW] server/routes/admin.js additions

• GET /admin/backup/download — exports JSON {users, clients, timesheets}, sent as file download
• POST /admin/restore — accepts JSON body, clears and re-populates tables
• GET /admin/backups — lists saved auto-backup files (name, size, date)
• GET /admin/backups/:filename/download — download a specific auto-backup

[MODIFY] server/app.js

• After DB init: start node-cron job at 0 3 * * *
• On trigger: export DB to JSON → save to server/backups/backup-YYYY-MM-DD.json
• Purge files in server/backups/ older than 30 days

[MODIFY] client/src/views/admin/DataManage.vue

• 数据备份区: "立即备份" button → triggers download of backup JSON
• 备份恢复区: el-upload to upload a .json backup → calls restore API
• 自动备份列表: table of auto-backup files with download buttons
• 危险操作区: "清除所有数据" button (double-confirmation)

---

Verification Plan

Backend Tests (manual curl / browser)

• POST client with same name → error
• GET /admin/summary-matrix → matrix data returned
• GET /admin/export/matrix → Excel file downloads
• POST /admin/reset → DB cleared, users remain
• GET /admin/backup/download → JSON file with 3 sections
• POST /admin/restore with that file → data re-populated
• Auto-backup: verify server/backups/ gets .json files

Frontend

• Dashboard 4th tab: matrix table renders with totals
• Export matrix → file named correctly
• DataManage page: backup download, restore upload, reset with confirmation
• After restore: page refreshes with restored data