feat: 大版本更新-工作台改版+总报完善+UI优化

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

backend/migrations/__init__.py

@@ -17,7 +17,7 @@ def run_migrations():
     """
     from migrations.tables import migrate_create_tables
     from migrations.columns import migrate_add_columns
-    from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields, migrate_fix_service_fee_standard, migrate_fix_expense_status
+    from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields, migrate_fix_service_fee_standard, migrate_fix_expense_status, migrate_rename_xuehui_to_xueshu, migrate_rename_zong_to_overview
     from migrations.data_split import migrate_data_split
     from migrations.seed import migrate_seed_users, migrate_seed_demo_data
 
@@ -28,6 +28,8 @@ def run_migrations():
     migrate_drop_product_fields()
     migrate_fix_service_fee_standard()
     migrate_fix_expense_status()
+    migrate_rename_xuehui_to_xueshu()
+    migrate_rename_zong_to_overview()
     migrate_data_split()
     migrate_seed_users()
     migrate_seed_demo_data()

backend/migrations/data_fixes.py

@@ -114,3 +114,46 @@ def migrate_fix_expense_status():
         conn.close()
 
 
+
+def migrate_rename_xuehui_to_xueshu():
+    """工作台重命名：学会·无界 → 学术·无界"""
+    from db import db, _exec, mysql
+    conn = db()
+    try:
+        tables = ["project_finances", "plan_finances", "expense_records", "plan_expense_records",
+                  "sales_leads", "business_proposals", "product_versions", "operation_projects",
+                  "follow_up_records", "project_tasks", "finance_records", "users", "user_tenants"]
+        for table in tables:
+            try:
+                cur = _exec(conn, f"UPDATE {table} SET tenant='学术·无界' WHERE tenant='学会·无界'")
+                affected = cur.rowcount
+                cur.close()
+                if affected:
+                    conn.commit()
+                    print(f"[migrate] {table}: {affected} 条记录 tenant 改为 '学术·无界'")
+            except mysql.connector.Error:
+                pass
+    finally:
+        conn.close()
+
+
+def migrate_rename_zong_to_overview():
+    """工作台重命名：总工作台 → 总览"""
+    from db import db, _exec, mysql
+    conn = db()
+    try:
+        tables = ["project_finances", "plan_finances", "expense_records", "plan_expense_records",
+                  "sales_leads", "business_proposals", "product_versions", "operation_projects",
+                  "follow_up_records", "project_tasks", "finance_records", "users", "user_tenants"]
+        for table in tables:
+            try:
+                cur = _exec(conn, f"UPDATE {table} SET tenant='总览' WHERE tenant='总工作台'")
+                affected = cur.rowcount
+                cur.close()
+                if affected:
+                    conn.commit()
+                    print(f"[migrate] {table}: {affected} 条记录 tenant 改为 '总览'")
+            except mysql.connector.Error:
+                pass
+    finally:
+        conn.close()

backend/migrations/seed.py

@@ -28,7 +28,7 @@ def migrate_seed_users():
         # 绑定工作台
         tenant_map = [
             ("kepu", "科普·无界"), ("keyan", "科研·无界"), ("yihuan", "医患·无界"),
-            ("mcn", "MCN·无界"), ("wuji", "学会·无界"),
+            ("mcn", "MCN·无界"), ("wuji", "学术·无界"),
         ]
         for uname, tenant in tenant_map:
             u = one(conn, "SELECT id FROM users WHERE username=?", (uname,))

backend/migrations/seed_data.py

@@ -8,7 +8,7 @@ random.seed(42)
 from datetime import date
 from db import db, _exec, one
 
-TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
+TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界"]
 
 # 每个工作台的差异化客户和项目模板
 TENANT_CUSTOMERS = {
@@ -40,7 +40,7 @@ TENANT_CUSTOMERS = {
         ("B站知识区", ["深度科普纪录片", "医学动画制作"]),
         ("微信视频号", ["医生科普直播运营", "企业微信科普推送"]),
     ],
-    "学会·无界": [
+    "学术·无界": [
         ("中华医学会", ["学术年会数字化平台", "继续教育学分系统", "基层医生培训"]),
         ("中国医师协会", ["医师定考管理系统", "专科医师培训平台"]),
         ("中国抗癌协会", ["肿瘤科普万里行", "CACA指南推广"]),

backend/routes.py

@@ -14,7 +14,7 @@ from helpers import add_file_index, attach_common, monthly_finance
 
 bp = Blueprint("api", __name__)
 
-ALL_TENANTS = ["总工作台", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
+ALL_TENANTS = ["总览", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界"]
 
 TABLES = {
     "sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
@@ -75,10 +75,13 @@ def auth_login():
         session["display_name"] = user["display_name"]
         session["role"] = user["role"]
         if user["role"] == "admin":
-            session["tenants"] = ["总工作台", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
+            session["tenants"] = ["总览", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学术·无界"]
         else:
             ut = rows(conn, "SELECT tenant FROM user_tenants WHERE user_id=?", (user["id"],))
             session["tenants"] = [x["tenant"] for x in ut]
+        # 清理旧名称
+        session["tenants"] = [t if t != "总工作台" else "总览" for t in session["tenants"]]
+        session["tenants"] = [t if t != "学会·无界" else "学术·无界" for t in session["tenants"]]
         return jsonify({
             "ok": True,
             "user": {"id": user["id"], "username": user["username"], "display_name": user["display_name"], "role": user["role"]},
@@ -123,8 +126,10 @@ def auth_me():
     if "user_id" not in session:
         return jsonify({"logged_in": False})
     tenants = session.get("tenants", [])
-    if "总工作台" not in tenants:
-        tenants = ["总工作台"] + tenants
+    tenants = [t if t != "总工作台" else "总览" for t in tenants]
+    tenants = [t if t != "学会·无界" else "学术·无界" for t in tenants]
+    if "总览" not in tenants:
+        tenants = ["总览"] + tenants
     return jsonify({
         "logged_in": True,
         "user": {"id": session["user_id"], "username": session["username"], "display_name": session["display_name"], "role": session["role"]},
@@ -257,15 +262,17 @@ def bootstrap():
     _year = date.today().year
     tenant = request.args.get("tenant", session.get("tenants", ["科普·无界"])[0])
     allowed = session.get("tenants", [])
-    if "总工作台" not in allowed:
-        allowed = ["总工作台"] + allowed
+    allowed = [t if t != "总工作台" else "总览" for t in allowed]
+    allowed = [t if t != "学会·无界" else "学术·无界" for t in allowed]
+    if "总览" not in allowed:
+        allowed = ["总览"] + allowed
     if tenant not in allowed:
         tenant = allowed[0]
     conn = db()
     try:
         # 总工作台：聚合所有工作台的首页数据
-        if tenant == "总工作台":
-            real_tenants = [t for t in allowed if t != "总工作台"]
+        if tenant == "总览":
+            real_tenants = [t for t in allowed if t != "总览"]
             all_metrics = []
             all_monthly = []
             all_recent = []
@@ -423,7 +430,7 @@ def bootstrap():
                     m[field] = sum(tl[i][field] if i < len(tl) else 0 for tl in all_monthly)
                 merged_monthly.append(m)
             summary = {
-                "project_name": "总工作台",
+                "project_name": "总览",
                 "metrics": agg,
                 "recent": sorted(all_recent, key=lambda x: x.get("id", 0), reverse=True)[:8],
                 "risks": [],