Update PTC_ISSUES_LIST.md with dashboard and deployment features

- PTC(2023-2026.02).xlsx 최신화
- PTC/index.html: 에러 핸들링, 동적 API 베이스, 예산 계산 로직 개선 및 UI 최적화
- server/ptc_api_server.py: 4000 포트에서 프론트엔드 직접 서빙, 원본 엑셀 경로 설정 기능, DB 인덱스 추가 및 성능 최적화
- windows/: 원본 파일 선택을 위한 set_ptc_source.bat 추가 및 기존 스크립트 수정

PTC_ISSUES_LIST.md

@@ -7,7 +7,7 @@
 - [ ] UI 렌더링 완성 (PTC 데이터 선택 시 테이블 공백 문제 해결)
 - [ ] PTC 고유 계정 체계(7xx, 8xx, 513) 분류 로직 고도화
 - [ ] PTC 전용 실행 예산 보고서 양식 개발 및 출력 기능
-- [ ] PTC 대시보드 고도화 (순유입/유출 잔액 합계 및 시각화 개선)
+- [x] PTC 대시보드 고도화 (순유입/유출 잔액 합계 및 시각화 개선)
 
 ---
 
@@ -48,3 +48,15 @@
 - PTC 순유입 및 유출 잔액 합계 산출 로직 개선
 - 대시보드 상의 차트 및 요약 테이블에 실시간 데이터 반영
 - 데이터 동기화 및 탭 전환 최적화
+
+---
+
+## 6. [PTC::Dashboard] 통합 대시보드 시각화 및 재무 상태 분석 기능 구현
+**설명**: 프로젝트 전반의 재무 현황을 시각화하고, 공법 및 금액별로 자동 분류하여 상태를 진단하는 통합 대시보드 기능을 구현합니다.
+
+### 주요 작업
+- [x] 공법(Method) 및 제품군(Family)별 프로젝트 자동 분류 로직 구현
+- [x] 입금/출금 기반 수익률(Margin Rate) 및 진행률(Progress Rate) 연동 시각화
+- [x] 금액별 버킷(Buckets) 및 재무 상태(Status Bands: 정상, 선투입, 회수지연, 위험) 자동 판별 로직 적용
+- [x] API 서버(`/api/dashboard-prototype`) 및 프론트엔드 반응형 레이아웃 최적화
+- [x] Windows 사내망 공유용 PowerShell 자동화 스크립트(`start_ptc_share.ps1`) 개발

README.md

@@ -11,15 +11,15 @@
 
 ## 실행 방법
 
-### 1. API 서버 실행
+### 1. 서버 실행
 ```bash
 python3 server/ptc_api_server.py
 ```
-서버는 기본적으로 4000 포트에서 실행됩니다.
+서버는 기본적으로 4000 포트에서 실행되며, API와 프론트엔드(`/PTC/`)를 함께 제공합니다.
 
 ### 2. 프론트엔드 접속
-`PTC/index.html` 파일을 브라우저로 열거나, 로컬 웹 서버(예: 8000 포트)를 통해 접속합니다.
-API 서버 주소는 `index.html` 내의 `API_BASE` 변수에서 설정할 수 있습니다.
+브라우저에서 `http://localhost:4000/PTC/` 로 접속합니다.
+필요하면 `index.html`의 `apiBase` 쿼리 파라미터로 API 주소를 덮어쓸 수 있습니다.
 
 ## 데이터 업데이트
 `db/import_ptc_xlsx.py` 스크립트를 사용하여 엑셀 데이터를 DB로 변환할 수 있습니다. 자세한 내용은 `db/README.md`를 참조하세요.

server/ptc_api_server.py

@@ -14,9 +14,14 @@ from zipfile import ZipFile
 
 
 BASE_DIR = Path("/home/hyein/project")
-XLSX_PATH = BASE_DIR / "PTC(2023-2026.02).xlsx"
+DEFAULT_XLSX_PATH = BASE_DIR / "PTC(2023-2026.02).xlsx"
+XLSX_SOURCE_CONFIG_PATH = BASE_DIR / "server" / "ptc_source_path.txt"
 METHOD_XLSX_PATH = BASE_DIR / "PTC공법.xlsx"
 DB_PATH = BASE_DIR / "db" / "ptc_local.sqlite3"
+FRONTEND_INDEX_PATH = BASE_DIR / "PTC" / "index.html"
+FRONTEND_DASHBOARD_PREVIEW_PATH = BASE_DIR / "PTC" / "dashboard_preview.html"
+FRONTEND_CACHE: dict[str, str | int] = {"mtime_ns": -1, "html": ""}
+FRONTEND_PREVIEW_CACHE: dict[str, str | int] = {"mtime_ns": -1, "html": ""}
 NS = {"a": "http://schemas.openxmlformats.org/spreadsheetml/2006/main"}
 PROJECT_TYPE_OPTIONS = ["관리", "영업", "시공", "설계", "개발", "기술", "교휴", "기타"]
 METHOD_FAMILY_OPTIONS = ["복합말뚝", "합성형라멘", "강관거더", "가시설"]
@@ -169,6 +174,53 @@ ACCOUNT_STRUCTURE_TEMPLATE = [
 ]
 
 
+def get_xlsx_path() -> Path:
+    if XLSX_SOURCE_CONFIG_PATH.exists():
+        configured = XLSX_SOURCE_CONFIG_PATH.read_text(encoding="utf-8").strip()
+        if configured:
+            path = Path(configured).expanduser()
+            if not path.is_absolute():
+                path = (BASE_DIR / path).resolve()
+            return path
+    return DEFAULT_XLSX_PATH
+
+
+def get_frontend_html() -> str:
+    if not FRONTEND_INDEX_PATH.exists():
+        raise FileNotFoundError("PTC frontend not found")
+
+    mtime_ns = FRONTEND_INDEX_PATH.stat().st_mtime_ns
+    if FRONTEND_CACHE["mtime_ns"] != mtime_ns:
+        FRONTEND_CACHE["mtime_ns"] = mtime_ns
+        FRONTEND_CACHE["html"] = FRONTEND_INDEX_PATH.read_text(encoding="utf-8")
+    return str(FRONTEND_CACHE["html"])
+
+
+def get_frontend_dashboard_preview_html() -> str:
+    if not FRONTEND_DASHBOARD_PREVIEW_PATH.exists():
+        raise FileNotFoundError("PTC dashboard preview frontend not found")
+
+    mtime_ns = FRONTEND_DASHBOARD_PREVIEW_PATH.stat().st_mtime_ns
+    if FRONTEND_PREVIEW_CACHE["mtime_ns"] != mtime_ns:
+        FRONTEND_PREVIEW_CACHE["mtime_ns"] = mtime_ns
+        FRONTEND_PREVIEW_CACHE["html"] = FRONTEND_DASHBOARD_PREVIEW_PATH.read_text(encoding="utf-8")
+    return str(FRONTEND_PREVIEW_CACHE["html"])
+
+
+def normalize_dashboard_family(value: str) -> str:
+    text = (value or "").strip()
+    if not text or text.upper() == "NULL":
+        return "기타/미지정"
+    return text
+
+
+def normalize_dashboard_method(value: str) -> str:
+    text = (value or "").strip()
+    if not text or text.upper() == "NULL":
+        return "공법미지정"
+    return text
+
+
 def infer_project_type_from_code(project_code: str) -> str:
     match = re.match(r"\d{2}-(.+?)-\d+", (project_code or "").strip())
     return match.group(1) if match else ""
@@ -494,6 +546,15 @@ def init_db() -> None:
         )
         """
     )
+    cur.execute("create index if not exists idx_ptc_transactions_project_code on ptc_transactions(project_code)")
+    cur.execute("create index if not exists idx_ptc_transactions_project_code_date on ptc_transactions(project_code, transaction_date desc, source_row_no desc)")
+    cur.execute("create index if not exists idx_ptc_transactions_project_code_account on ptc_transactions(project_code, account_code_final)")
+    cur.execute("create index if not exists idx_ptc_transactions_project_code_in_out on ptc_transactions(project_code, in_out)")
+    cur.execute("create index if not exists idx_ptc_transactions_vendor_name on ptc_transactions(vendor_name)")
+    cur.execute("create index if not exists idx_ptc_transactions_account_code_final on ptc_transactions(account_code_final)")
+    cur.execute("create index if not exists idx_project_pile_progress_entries_project_code on project_pile_progress_entries(project_code)")
+    cur.execute("create index if not exists idx_project_budget_lines_project_code on project_budget_lines(project_code)")
+    cur.execute("create index if not exists idx_project_budget_account_lines_project_code on project_budget_account_lines(project_code)")
     existing_cols = [row["name"] for row in cur.execute("pragma table_info(project_master)").fetchall()]
     if "construction_family" not in existing_cols:
         cur.execute("alter table project_master add column construction_family text")
@@ -531,11 +592,15 @@ def init_db() -> None:
     )
     conn.commit()
 
-    xlsx_mtime = str(int(XLSX_PATH.stat().st_mtime))
-    row = cur.execute("select value from meta where key = 'xlsx_mtime'").fetchone()
-    needs_refresh = row is None or row["value"] != xlsx_mtime
+    xlsx_path = get_xlsx_path()
+    if not xlsx_path.exists():
+        raise FileNotFoundError(f"PTC source xlsx not found: {xlsx_path}")
+
+    xlsx_source_signature = f"{xlsx_path.resolve()}|{int(xlsx_path.stat().st_mtime)}"
+    row = cur.execute("select value from meta where key = 'xlsx_source_signature'").fetchone()
+    needs_refresh = row is None or row["value"] != xlsx_source_signature
     if needs_refresh:
-        rows = read_xlsx_rows(XLSX_PATH)
+        rows = read_xlsx_rows(xlsx_path)
         cur.execute("delete from ptc_transactions")
         cur.executemany(
             """
@@ -554,9 +619,9 @@ def init_db() -> None:
             [{**item, "imported_at": datetime.utcnow().isoformat()} for item in rows],
         )
         cur.execute(
-            "insert into meta(key, value) values('xlsx_mtime', ?) "
+            "insert into meta(key, value) values('xlsx_source_signature', ?) "
             "on conflict(key) do update set value = excluded.value",
-            (xlsx_mtime,),
+            (xlsx_source_signature,),
         )
         conn.commit()
 
@@ -911,7 +976,7 @@ def build_where(params: dict[str, list[str]]) -> tuple[str, list]:
 
 
 def build_project_where(project_code: str, keyword: str = "", in_out: str = "전체") -> tuple[str, list]:
-    clauses = ["coalesce(project_code, '') = ?"]
+    clauses = ["project_code = ?"]
     values = [project_code]
 
     if keyword.strip():
@@ -1001,9 +1066,24 @@ class Handler(BaseHTTPRequestHandler):
         self.send_header("Content-Type", "text/html; charset=utf-8")
         self.send_header("Content-Length", str(len(body)))
         self.send_header("Access-Control-Allow-Origin", "*")
+        self.send_header("Cache-Control", "no-store, no-cache, must-revalidate, max-age=0")
+        self.send_header("Pragma", "no-cache")
+        self.send_header("Expires", "0")
         self.end_headers()
         self.wfile.write(body)
 
+    def _send_frontend(self) -> None:
+        if not FRONTEND_INDEX_PATH.exists():
+            self._send_html(404, "<h1>PTC frontend not found</h1>")
+            return
+        self._send_html(200, get_frontend_html())
+
+    def _send_frontend_dashboard_preview(self) -> None:
+        if not FRONTEND_DASHBOARD_PREVIEW_PATH.exists():
+            self._send_html(404, "<h1>PTC dashboard preview frontend not found</h1>")
+            return
+        self._send_html(200, get_frontend_dashboard_preview_html())
+
     def _send(self, status: int, payload: dict) -> None:
         body = json.dumps(payload, ensure_ascii=False).encode("utf-8")
         self.send_response(status)
@@ -1391,8 +1471,17 @@ class Handler(BaseHTTPRequestHandler):
         params = parse_qs(parsed.query)
         conn = get_conn()
         try:
+            if parsed.path in {"/PTC-lab", "/PTC-lab/", "/PTC/dashboard_preview.html"}:
+                self._send_frontend_dashboard_preview()
+                return
+
+            if parsed.path in {"/PTC", "/PTC/", "/PTC/index.html"}:
+                self._send_frontend()
+                return
+
             if parsed.path == "/":
                 count = conn.execute("select count(*) as count from ptc_transactions").fetchone()["count"]
+                xlsx_path = get_xlsx_path()
                 html = f"""<!DOCTYPE html>
 <html lang="ko">
 <head>
@@ -1489,22 +1578,23 @@ class Handler(BaseHTTPRequestHandler):
                     <div style="display:inline-flex;padding:7px 12px;border-radius:999px;background:#eaf3fb;color:#124c7c;font-size:11px;font-weight:700;">PTC Data API</div>
                     <h1 style="font-size:36px;line-height:1.2;margin:16px 0 12px;">PTC 원장 데이터 서버</h1>
                     <p class="subtle">
-                        이 서버는 `PTC(2023-2026.02).xlsx`를 읽어 요약, 프로젝트 집계, 계정 집계, 거래 미리보기를 JSON API로 제공합니다.
-                        메인 화면은 <a href="http://localhost:8000/PTC">http://localhost:8000/PTC</a> 에서 확인할 수 있습니다.
+                        이 서버는 선택된 PTC 원본 엑셀 파일을 읽어 요약, 프로젝트 집계, 계정 집계, 거래 미리보기를 JSON API로 제공합니다.
+                        메인 화면은 <a href="http://localhost:4000/PTC/">http://localhost:4000/PTC/</a> 에서 바로 확인할 수 있습니다.
                     </p>
                 </div>
                 <div class="card">
                     <div style="font-size:12px;color:var(--muted);font-weight:700;">현재 적재 건수</div>
                     <div style="font-size:34px;font-weight:700;margin-top:10px;">{count:,}</div>
                     <div class="subtle" style="margin-top:10px;">원본 파일 기준 전체 거래 행 수</div>
+                    <div class="subtle" style="margin-top:10px;word-break:break-all;">원본 파일: {xlsx_path}</div>
                 </div>
             </div>
 
             <div class="cards">
                 <div class="card">
                     <div style="font-size:12px;color:var(--muted);font-weight:700;">메인 화면</div>
-                    <div style="font-size:20px;font-weight:700;margin-top:8px;">localhost:8000/PTC</div>
-                    <div class="subtle" style="margin-top:10px;">사용자가 보는 메인 대시보드</div>
+                    <div style="font-size:20px;font-weight:700;margin-top:8px;">localhost:4000/PTC/</div>
+                    <div class="subtle" style="margin-top:10px;">사용자가 보는 메인 대시보드와 API를 같은 서버에서 제공합니다.</div>
                 </div>
                 <div class="card">
                     <div style="font-size:12px;color:var(--muted);font-weight:700;">헬스체크</div>
@@ -1591,6 +1681,188 @@ class Handler(BaseHTTPRequestHandler):
                 self._send(200, summary)
                 return
 
+            if parsed.path == "/api/dashboard-prototype":
+                project_type = params.get("project_type", ["전체"])[0]
+                clauses = ["t.project_code is not null", "t.project_code <> ''"]
+                values: list[str] = []
+                if project_type and project_type != "전체":
+                    clauses.append("coalesce(pm.project_type, t.project_type) = ?")
+                    values.append(project_type)
+                where = " where " + " and ".join(clauses)
+                rows = conn.execute(
+                    f"""
+                    select
+                        t.project_code,
+                        coalesce(pm.project_name, max(t.project_name)) as project_name,
+                        coalesce(pm.project_type, max(t.project_type)) as project_type,
+                        coalesce(pm.construction_family, '') as construction_family,
+                        coalesce(pm.construction_method, '') as construction_method,
+                        coalesce(pp.progress_rate, 0) as progress_rate,
+                        coalesce(pp.contract_pile_count, 0) as contract_pile_count,
+                        coalesce(pp.constructed_pile_count, 0) as constructed_pile_count,
+                        coalesce(sum(case when t.in_out = '입금' then t.supply_amount else 0 end), 0) as income_supply,
+                        coalesce(sum(case when t.in_out = '출금' then t.supply_amount else 0 end), 0) as expense_supply,
+                        count(*) as txn_count
+                    from ptc_transactions t
+                    left join project_master pm on pm.project_code = t.project_code
+                    left join project_progress pp on pp.project_code = t.project_code
+                    {where}
+                    group by t.project_code, pm.project_name, pm.project_type, pm.construction_family, pm.construction_method, pp.progress_rate, pp.contract_pile_count, pp.constructed_pile_count
+                    """,
+                    values,
+                ).fetchall()
+
+                amount_buckets = [
+                    {"key": "under_5", "label": "5억 미만", "min": 0, "max": 500_000_000},
+                    {"key": "5_to_20", "label": "5억~20억", "min": 500_000_000, "max": 2_000_000_000},
+                    {"key": "20_to_50", "label": "20억~50억", "min": 2_000_000_000, "max": 5_000_000_000},
+                    {"key": "over_50", "label": "50억 이상", "min": 5_000_000_000, "max": None},
+                ]
+                status_bands = [
+                    {"key": "normal", "label": "정상"},
+                    {"key": "upfront", "label": "선투입"},
+                    {"key": "delay", "label": "회수지연"},
+                    {"key": "risk", "label": "원가위험"},
+                ]
+
+                def bucket_amount(value: float) -> str:
+                    for bucket in amount_buckets:
+                        if bucket["max"] is None and value >= bucket["min"]:
+                            return bucket["key"]
+                        if bucket["min"] <= value < bucket["max"]:
+                            return bucket["key"]
+                    return amount_buckets[0]["key"]
+
+                def classify_status(income_supply: float, expense_supply: float, progress_rate: float, contract_pile_count: float, constructed_pile_count: float) -> str:
+                    profit_supply = income_supply - expense_supply
+                    expense_ratio = (expense_supply / income_supply) if income_supply > 0 else None
+                    has_progress_signal = progress_rate > 0 or contract_pile_count > 0 or constructed_pile_count > 0
+
+                    if profit_supply >= 0:
+                        return "normal"
+
+                    if income_supply <= 0 and expense_supply > 0:
+                        return "upfront"
+
+                    if expense_ratio is not None and expense_ratio >= 1.15:
+                        return "risk"
+
+                    if expense_supply >= 300_000_000 and profit_supply < -100_000_000:
+                        return "risk"
+
+                    if income_supply > 0 and income_supply < expense_supply:
+                        return "delay" if has_progress_signal else "risk"
+
+                    return "normal"
+
+                by_method: dict[str, dict] = {}
+                overview = {
+                    "project_count": 0,
+                    "income_supply": 0.0,
+                    "expense_supply": 0.0,
+                    "profit_supply": 0.0,
+                    "status_counts": {band["key"]: 0 for band in status_bands},
+                }
+                project_items = []
+
+                for row in rows:
+                    method = normalize_dashboard_method(row["construction_method"] or "")
+                    family = normalize_dashboard_family(row["construction_family"] or "")
+                    income_supply = float(row["income_supply"] or 0)
+                    expense_supply = float(row["expense_supply"] or 0)
+                    profit_supply = income_supply - expense_supply
+                    margin_rate = (profit_supply / income_supply * 100) if income_supply > 0 else 0.0
+                    progress_rate = float(row["progress_rate"] or 0)
+                    contract_pile_count = float(row["contract_pile_count"] or 0)
+                    constructed_pile_count = float(row["constructed_pile_count"] or 0)
+                    amount_bucket_key = bucket_amount(income_supply)
+                    status_key = classify_status(income_supply, expense_supply, progress_rate, contract_pile_count, constructed_pile_count)
+
+                    if method not in by_method:
+                        by_method[method] = {
+                            "method": method,
+                            "family": family,
+                            "project_count": 0,
+                            "income_supply": 0.0,
+                            "expense_supply": 0.0,
+                            "profit_supply": 0.0,
+                            "status_counts": {band["key"]: 0 for band in status_bands},
+                            "cells": {
+                                bucket["key"]: {
+                                    "bucket_key": bucket["key"],
+                                    "bucket_label": bucket["label"],
+                                    "project_count": 0,
+                                    "income_supply": 0.0,
+                                    "expense_supply": 0.0,
+                                    "profit_supply": 0.0,
+                                    "status_counts": {band["key"]: 0 for band in status_bands},
+                                    "projects": [],
+                                }
+                                for bucket in amount_buckets
+                            },
+                        }
+
+                    cell = by_method[method]["cells"][amount_bucket_key]
+                    cell["project_count"] += 1
+                    cell["income_supply"] += income_supply
+                    cell["expense_supply"] += expense_supply
+                    cell["profit_supply"] += profit_supply
+                    cell["status_counts"][status_key] += 1
+                    if len(cell["projects"]) < 5:
+                        cell["projects"].append({
+                            "project_code": row["project_code"],
+                            "project_name": row["project_name"],
+                            "margin_rate": margin_rate,
+                            "income_supply": income_supply,
+                            "status_key": status_key,
+                        })
+
+                    by_method[method]["project_count"] += 1
+                    by_method[method]["income_supply"] += income_supply
+                    by_method[method]["expense_supply"] += expense_supply
+                    by_method[method]["profit_supply"] += profit_supply
+                    by_method[method]["status_counts"][status_key] += 1
+
+                    overview["project_count"] += 1
+                    overview["income_supply"] += income_supply
+                    overview["expense_supply"] += expense_supply
+                    overview["profit_supply"] += profit_supply
+                    overview["status_counts"][status_key] += 1
+
+                    project_items.append({
+                        "project_code": row["project_code"],
+                        "project_name": row["project_name"],
+                        "project_type": row["project_type"],
+                        "construction_method": method,
+                        "construction_family": family,
+                        "progress_rate": progress_rate,
+                        "income_supply": income_supply,
+                        "expense_supply": expense_supply,
+                        "profit_supply": profit_supply,
+                        "margin_rate": margin_rate,
+                        "amount_bucket_key": amount_bucket_key,
+                        "status_key": status_key,
+                    })
+
+                overview["margin_rate"] = (overview["profit_supply"] / overview["income_supply"] * 100) if overview["income_supply"] > 0 else 0.0
+                method_items = []
+                for method, item in sorted(by_method.items(), key=lambda pair: (-pair[1]["income_supply"], pair[0])):
+                    item["margin_rate"] = (item["profit_supply"] / item["income_supply"] * 100) if item["income_supply"] > 0 else 0.0
+                    item["cells"] = [item["cells"][bucket["key"]] for bucket in amount_buckets]
+                    method_items.append(item)
+
+                self._send(
+                    200,
+                    {
+                        "overview": overview,
+                        "amount_buckets": amount_buckets,
+                        "status_bands": status_bands,
+                        "methods": method_items,
+                        "projects": sorted(project_items, key=lambda item: (-item["income_supply"], item["project_code"])),
+                    },
+                )
+                return
+
             if parsed.path == "/api/project-types":
                 rows = conn.execute(
                     "select distinct project_type from ptc_transactions where coalesce(project_type,'') <> '' order by project_type"
@@ -1601,7 +1873,7 @@ class Handler(BaseHTTPRequestHandler):
             if parsed.path == "/api/projects":
                 keyword = params.get("keyword", [""])[0].strip().lower()
                 project_type = params.get("project_type", ["전체"])[0]
-                clauses = ["coalesce(project_code, '') <> ''"]
+                clauses = ["project_code is not null", "project_code <> ''"]
                 values = []
                 if keyword:
                     like = f"%{keyword}%"
@@ -1637,8 +1909,23 @@ class Handler(BaseHTTPRequestHandler):
                     values,
                 ).fetchall()
                 items = rows_to_dicts(rows)
+                project_codes = [item["project_code"] for item in items if item.get("project_code")]
+                master_rows = {}
+                if project_codes:
+                    placeholders = ",".join("?" for _ in project_codes)
+                    master_rows = {
+                        row["project_code"]: dict(row)
+                        for row in conn.execute(
+                            f"""
+                            select project_code, project_name, project_type, construction_family, construction_method, note
+                            from project_master
+                            where project_code in ({placeholders})
+                            """,
+                            project_codes,
+                        ).fetchall()
+                    }
                 for item in items:
-                    master = fetch_project_master(conn, item["project_code"])
+                    master = master_rows.get(item["project_code"])
                     item["project_type"] = resolve_project_type(
                         item["project_code"],
                         item["project_type"],
@@ -2027,11 +2314,15 @@ class Handler(BaseHTTPRequestHandler):
                         master.get("construction_family"),
                     )
                     summary_dict["construction_method"] = master.get("construction_method") or ""
+                    summary_dict["start_date"] = master.get("start_date") or ""
+                    summary_dict["end_date"] = master.get("end_date") or ""
                     summary_dict["note"] = master.get("note") or ""
                 elif summary_dict:
                     summary_dict["project_type"] = resolve_project_type(project_code, summary_dict["project_type"])
                     summary_dict["construction_family"] = resolve_construction_family("")
                     summary_dict["construction_method"] = ""
+                    summary_dict["start_date"] = ""
+                    summary_dict["end_date"] = ""
                     summary_dict["note"] = ""
                 account_issues = get_project_account_issues(
                     conn,
@@ -2110,6 +2401,104 @@ class Handler(BaseHTTPRequestHandler):
                 )
                 return
 
+            if parsed.path == "/api/project-budget-actual-detail":
+                project_code = params.get("project_code", [""])[0].strip()
+                section = params.get("section", [""])[0].strip()
+                group_name = params.get("group_name", [""])[0].strip()
+                category = params.get("category", [""])[0].strip()
+                if not project_code or not section or not group_name or not category:
+                    self._send(400, {"ok": False, "message": "project_code, section, group_name, category are required"})
+                    return
+
+                category_accounts = get_category_account_items(section, group_name, category)
+                account_codes = [item["account_code"] for item in category_accounts if item.get("account_code")]
+                if not account_codes:
+                    self._send(
+                        200,
+                        {
+                            "project_code": project_code,
+                            "section": section,
+                            "group_name": group_name,
+                            "category": category,
+                            "summary": {"txn_count": 0, "income_count": 0, "expense_count": 0, "income_sum": 0, "expense_sum": 0, "supply_sum": 0},
+                            "accounts": [],
+                            "transactions": [],
+                        },
+                    )
+                    return
+
+                placeholders = ",".join("?" for _ in account_codes)
+                values = [project_code, *account_codes]
+
+                summary = conn.execute(
+                    f"""
+                    select
+                        count(*) as txn_count,
+                        sum(case when in_out = '입금' then 1 else 0 end) as income_count,
+                        sum(case when in_out = '출금' then 1 else 0 end) as expense_count,
+                        coalesce(sum(case when in_out = '입금' then supply_amount else 0 end), 0) as income_sum,
+                        coalesce(sum(case when in_out = '출금' then supply_amount else 0 end), 0) as expense_sum,
+                        coalesce(sum(supply_amount), 0) as supply_sum
+                    from ptc_transactions
+                    where project_code = ?
+                      and account_code_final in ({placeholders})
+                    """,
+                    values,
+                ).fetchone()
+
+                account_rows = conn.execute(
+                    f"""
+                    select
+                        account_code_final as account_code,
+                        max(account_name_final) as account_name,
+                        count(*) as txn_count,
+                        coalesce(sum(supply_amount), 0) as supply_sum
+                    from ptc_transactions
+                    where project_code = ?
+                      and account_code_final in ({placeholders})
+                    group by account_code_final
+                    order by account_code_final
+                    """,
+                    values,
+                ).fetchall()
+
+                transaction_rows = conn.execute(
+                    f"""
+                    select
+                        source_row_no,
+                        transaction_date,
+                        in_out,
+                        account_code_final as account_code,
+                        account_name_final as account_name,
+                        department_name,
+                        vendor_name,
+                        description,
+                        supply_amount,
+                        vat_amount,
+                        total_amount
+                    from ptc_transactions
+                    where project_code = ?
+                      and account_code_final in ({placeholders})
+                    order by transaction_date desc, source_row_no desc
+                    limit 100
+                    """,
+                    values,
+                ).fetchall()
+
+                self._send(
+                    200,
+                    {
+                        "project_code": project_code,
+                        "section": section,
+                        "group_name": group_name,
+                        "category": category,
+                        "summary": dict(summary) if summary else None,
+                        "accounts": rows_to_dicts(account_rows),
+                        "transactions": rows_to_dicts(transaction_rows),
+                    },
+                )
+                return
+
             if parsed.path == "/api/top-accounts":
                 where, values = build_where(params)
                 rows = conn.execute(

server/ptc_source_path.txt

@@ -0,0 +1 @@
+/home/hyein/project/PTC(2023-2026.02).xlsx

windows/README.txt

@@ -1,14 +1,17 @@
 사용 파일
-- start_ptc_share.bat : 관리자 권한으로 실행되며, WSL 서버 시작 + portproxy + 방화벽까지 자동 설정
+- start_ptc_share.bat : 공유용 실행 파일. 관리자 권한으로 다시 실행되어 WSL 서버 시작, IP 공유 설정, 방화벽 허용, 공유 주소 복사까지 처리합니다.
+- set_ptc_source.bat : 사용할 PTC 원본 `.xlsx` 파일을 선택하고 저장한 뒤 서버를 다시 시작합니다.
 - stop_ptc_share.bat : 공유 중지
 - check_ptc_share.bat : 현재 공유 상태 확인
 
 사용 순서
-1. start_ptc_share.bat 실행
-2. 브라우저에서 http://172.16.40.36:8000/PTC/ 확인
-3. 안 되면 check_ptc_share.bat 실행
+1. 원본 파일을 바꾸려면 set_ptc_source.bat 실행
+2. start_ptc_share.bat 실행
+3. 같은 PC에서는 `http://localhost:4000/PTC/` 확인
+4. 다른 사람에게는 배치파일이 출력한 `http://내PCIP:4000/PTC/` 주소 전달
+4. 안 되면 check_ptc_share.bat 실행
 
 주의
 - PC가 켜져 있어야 합니다.
 - WSL이 재시작되어 IP가 바뀌면 start_ptc_share.bat 를 다시 실행하세요.
-- 관리자 권한이 필요합니다.
+- 이제 프론트와 API를 모두 4000 포트 하나로 제공합니다.

windows/check_ptc_share.bat

@@ -1,20 +1,26 @@
 @echo off
 setlocal EnableExtensions
+set "HOST_IP="
+
+for /f "usebackq delims=" %%i in (`powershell -NoProfile -Command "$ip = Get-NetIPAddress -AddressFamily IPv4 ^| Where-Object { $_.IPAddress -notlike '127.*' -and $_.IPAddress -notlike '169.254.*' -and $_.PrefixOrigin -ne 'WellKnown' } ^| Sort-Object InterfaceMetric, SkipAsSource ^| Select-Object -ExpandProperty IPAddress -First 1; if ($ip) { $ip }"`) do (
+    set "HOST_IP=%%i"
+)
+
+if "%HOST_IP%"=="" set "HOST_IP=localhost"
 
 echo [Windows portproxy]
 netsh interface portproxy show v4tov4
 echo.
-echo [WSL web]
-wsl.exe bash -lc "curl -I -s http://127.0.0.1:8000/PTC/ | head -n 1"
-echo.
 echo [WSL api]
 wsl.exe bash -lc "curl -s http://127.0.0.1:4000/api/health"
 echo.
+echo [WSL web]
+wsl.exe bash -lc "curl -I -s http://127.0.0.1:4000/PTC/ | head -n 1"
+echo.
 echo [Office LAN web]
-powershell -NoProfile -Command "try { (Invoke-WebRequest -Uri 'http://172.16.40.36:8000/PTC/' -UseBasicParsing -TimeoutSec 5).StatusCode } catch { $_.Exception.Message }"
+powershell -NoProfile -Command "try { (Invoke-WebRequest -Uri 'http://%HOST_IP%:4000/PTC/' -UseBasicParsing -TimeoutSec 5).StatusCode } catch { $_.Exception.Message }"
 echo.
 echo [Office LAN api]
-powershell -NoProfile -Command "try { (Invoke-WebRequest -Uri 'http://172.16.40.36:4000/api/health' -UseBasicParsing -TimeoutSec 5).Content } catch { $_.Exception.Message }"
+powershell -NoProfile -Command "try { (Invoke-WebRequest -Uri 'http://%HOST_IP%:4000/api/health' -UseBasicParsing -TimeoutSec 5).Content } catch { $_.Exception.Message }"
 echo.
 pause
-

windows/set_ptc_source.bat

@@ -0,0 +1,42 @@
+@echo off
+setlocal EnableExtensions
+
+set "CONFIG_PATH=/home/hyein/project/server/ptc_source_path.txt"
+set "SELECTED_FILE="
+set "WSL_SOURCE_PATH="
+
+for /f "usebackq delims=" %%i in (`powershell -NoProfile -STA -Command "Add-Type -AssemblyName System.Windows.Forms; $dialog = New-Object System.Windows.Forms.OpenFileDialog; $dialog.Filter = 'Excel Files (*.xlsx)|*.xlsx'; $dialog.Title = 'PTC 원본 엑셀 파일 선택'; $dialog.InitialDirectory = [Environment]::GetFolderPath('Desktop'); if ($dialog.ShowDialog() -eq [System.Windows.Forms.DialogResult]::OK) { $dialog.FileName }"`) do (
+    set "SELECTED_FILE=%%i"
+)
+
+if "%SELECTED_FILE%"=="" (
+    echo 파일 선택이 취소되었습니다.
+    pause
+    exit /b 1
+)
+
+echo 선택한 파일:
+echo %SELECTED_FILE%
+
+for /f "usebackq delims=" %%i in (`wsl.exe wslpath -a "%SELECTED_FILE%"`) do (
+    set "WSL_SOURCE_PATH=%%i"
+)
+
+if "%WSL_SOURCE_PATH%"=="" (
+    echo WSL 경로 변환에 실패했습니다.
+    pause
+    exit /b 1
+)
+
+wsl.exe bash -lc "printf '%s\n' \"%WSL_SOURCE_PATH%\" > %CONFIG_PATH%"
+if errorlevel 1 (
+    echo 원본 파일 설정 저장에 실패했습니다.
+    pause
+    exit /b 1
+)
+
+echo 설정 저장 완료
+echo 다음 실행부터 이 파일을 사용합니다.
+echo.
+echo 바로 서버를 다시 시작합니다...
+call "%~dp0start_ptc_share.bat"

windows/start_ptc_share.bat

@@ -1,70 +1,7 @@
 @echo off
-setlocal EnableExtensions EnableDelayedExpansion
-
-set "PROJECT_DIR=/home/hyein/project"
-set "WEB_PORT=8000"
-set "API_PORT=4000"
-
-net session >nul 2>&1
-if not "%errorlevel%"=="0" (
-    echo 관리자 권한으로 다시 실행합니다...
-    powershell -NoProfile -ExecutionPolicy Bypass -Command "Start-Process -FilePath '%~f0' -Verb RunAs"
-    exit /b
-)
-
-echo WSL IP 확인 중...
-for /f "usebackq delims=" %%i in (`wsl.exe bash -lc "hostname -I | cut -d' ' -f1"`) do (
-    set "WSL_IP=%%i"
-)
-
-if "%WSL_IP%"=="" (
-    echo WSL IP를 확인하지 못했습니다.
-    pause
-    exit /b 1
-)
-
-echo WSL IP: %WSL_IP%
-echo 기존 서버 정리 및 재실행 중...
-wsl.exe bash -lc "pkill -f 'python3 -m http.server 8000' >/dev/null 2>&1 || true; pkill -f '/home/hyein/project/server/ptc_api_server.py' >/dev/null 2>&1 || true; nohup python3 -m http.server 8000 --directory /home/hyein/project >/tmp/ptc_web.log 2>&1 & nohup python3 /home/hyein/project/server/ptc_api_server.py >/tmp/ptc_api.log 2>&1 & sleep 2"
-
-echo 포트포워딩 갱신 중...
-netsh interface portproxy delete v4tov4 listenaddress=0.0.0.0 listenport=%WEB_PORT% >nul 2>&1
-netsh interface portproxy delete v4tov4 listenaddress=0.0.0.0 listenport=%API_PORT% >nul 2>&1
-
-netsh interface portproxy add v4tov4 listenaddress=0.0.0.0 listenport=%WEB_PORT% connectaddress=%WSL_IP% connectport=%WEB_PORT%
-if errorlevel 1 (
-    echo 8000 포트포워딩 설정에 실패했습니다.
-    pause
-    exit /b 1
-)
-
-netsh interface portproxy add v4tov4 listenaddress=0.0.0.0 listenport=%API_PORT% connectaddress=%WSL_IP% connectport=%API_PORT%
-if errorlevel 1 (
-    echo 4000 포트포워딩 설정에 실패했습니다.
-    pause
-    exit /b 1
-)
-
-echo 방화벽 규칙 적용 중...
-netsh advfirewall firewall delete rule name="PTC 8000" >nul 2>&1
-netsh advfirewall firewall delete rule name="PTC 4000" >nul 2>&1
-netsh advfirewall firewall add rule name="PTC 8000" dir=in action=allow protocol=TCP localport=%WEB_PORT% >nul
-netsh advfirewall firewall add rule name="PTC 4000" dir=in action=allow protocol=TCP localport=%API_PORT% >nul
-
-echo 서버 상태 확인 중...
-wsl.exe bash -lc "curl -s http://127.0.0.1:4000/api/health >/tmp/ptc_api_health.json && curl -I -s http://127.0.0.1:8000/PTC/ >/tmp/ptc_web_health.txt"
-if errorlevel 1 (
-    echo WSL 내부 서버 확인에 실패했습니다.
-    echo /tmp/ptc_api.log 와 /tmp/ptc_web.log 를 확인해 주세요.
-    pause
-    exit /b 1
-)
-
-echo.
-echo 공유 준비 완료
-echo 메인 화면: http://172.16.40.36:%WEB_PORT%/PTC/
-echo API 안내 : http://172.16.40.36:%API_PORT%/
-echo.
-echo 참고: WSL이 재시작되어 IP가 바뀌면 이 파일을 다시 실행하세요.
-pause
-
+setlocal
+pushd "%~dp0" >nul 2>&1
+powershell -NoProfile -ExecutionPolicy Bypass -File "%~dp0start_ptc_share.ps1"
+set "EXIT_CODE=%ERRORLEVEL%"
+popd >nul 2>&1
+exit /b %EXIT_CODE%

windows/start_ptc_share.ps1

@@ -0,0 +1,91 @@
+$ErrorActionPreference = "Stop"
+
+function Test-IsAdmin {
+    $currentIdentity = [Security.Principal.WindowsIdentity]::GetCurrent()
+    $principal = New-Object Security.Principal.WindowsPrincipal($currentIdentity)
+    return $principal.IsInRole([Security.Principal.WindowsBuiltInRole]::Administrator)
+}
+
+if (-not (Test-IsAdmin)) {
+    Start-Process -FilePath "powershell.exe" -Verb RunAs -ArgumentList @(
+        "-NoProfile",
+        "-ExecutionPolicy", "Bypass",
+        "-File", "`"$PSCommandPath`""
+    )
+    exit 0
+}
+
+$projectDir = "/home/hyein/project"
+$apiPort = 4000
+$localUrl = "http://localhost:$apiPort/PTC/"
+$preferredLanIp = "172.16.40.36"
+$defaultSource = "/home/hyein/project/PTC(2023-2026.02).xlsx"
+$sourceConfigPath = "/home/hyein/project/server/ptc_source_path.txt"
+
+function Invoke-WslBash([string]$command) {
+    $output = & wsl.exe bash -lc $command 2>&1
+    $exitCode = $LASTEXITCODE
+    return [PSCustomObject]@{
+        Output = @($output)
+        ExitCode = $exitCode
+    }
+}
+
+$currentSourceResult = Invoke-WslBash "cat '$sourceConfigPath' 2>/dev/null || printf '%s\n' '$defaultSource'"
+$currentSource = ($currentSourceResult.Output | Select-Object -First 1).Trim()
+if ([string]::IsNullOrWhiteSpace($currentSource)) {
+    $currentSource = $defaultSource
+}
+
+Write-Host "Starting PTC server..."
+Write-Host "Source file: $currentSource"
+
+$startResult = Invoke-WslBash "pkill -f '/home/hyein/project/server/ptc_api_server.py' >/dev/null 2>&1 || true; nohup python3 /home/hyein/project/server/ptc_api_server.py >/tmp/ptc_api.log 2>&1 & sleep 3"
+if ($startResult.ExitCode -ne 0) {
+    Write-Host "Failed to start the server in WSL." -ForegroundColor Red
+    Read-Host "Press Enter to exit"
+    exit 1
+}
+
+$healthResult = Invoke-WslBash "curl -fsS http://127.0.0.1:$apiPort/api/health >/tmp/ptc_api_health.json && curl -fsSI http://127.0.0.1:$apiPort/PTC/ >/tmp/ptc_web_health.txt"
+if ($healthResult.ExitCode -ne 0) {
+    Write-Host "Local server check failed. Recent server log:" -ForegroundColor Red
+    $logResult = Invoke-WslBash "tail -n 80 /tmp/ptc_api.log"
+    $logResult.Output | ForEach-Object { Write-Host $_ }
+    Read-Host "Press Enter to exit"
+    exit 1
+}
+
+Start-Process $localUrl
+Write-Host ""
+Write-Host "Local URL: $localUrl"
+
+$lanIp = Get-NetIPAddress -AddressFamily IPv4 |
+    Where-Object {
+        $_.IPAddress -notlike '127.*' -and
+        $_.IPAddress -notlike '169.254.*' -and
+        $_.PrefixOrigin -ne 'WellKnown'
+    } |
+    Select-Object -ExpandProperty IPAddress -First 1
+
+$wslIpResult = Invoke-WslBash "hostname -I | awk '{print \$1}'"
+$wslIp = ($wslIpResult.Output | Select-Object -First 1).Trim()
+
+if (-not [string]::IsNullOrWhiteSpace($lanIp) -and -not [string]::IsNullOrWhiteSpace($wslIp)) {
+    Write-Host "Configuring LAN sharing..."
+    & netsh interface portproxy delete v4tov4 listenaddress=0.0.0.0 listenport=$apiPort | Out-Null
+    & netsh interface portproxy add v4tov4 listenaddress=0.0.0.0 listenport=$apiPort connectaddress=$wslIp connectport=$apiPort | Out-Null
+    & netsh advfirewall firewall delete rule name="PTC 4000" | Out-Null
+    & netsh advfirewall firewall add rule name="PTC 4000" dir=in action=allow protocol=TCP localport=$apiPort | Out-Null
+
+    $shareIp = if ([string]::IsNullOrWhiteSpace($preferredLanIp)) { $lanIp } else { $preferredLanIp }
+    $shareUrl = "http://$shareIp:$apiPort/PTC/"
+    Write-Host "LAN URL: $shareUrl"
+    Set-Clipboard -Value $shareUrl
+    Write-Host "The share URL has been copied to the clipboard."
+}
+else {
+    Write-Host "LAN sharing was skipped because Windows IP or WSL IP could not be detected."
+}
+
+Read-Host "Press Enter to close"