feat: 删除部门模块 + 任务系统重构 + 布局修复

- 删除部门(Home)侧边栏入口、面板及相关代码
- 删除 home.js，chartOptions 等图表工具迁移到 utils.js
- 清理 render()、togglePhase、filterPhaseTasks 等死代码
- 任务列表改为平铺(取消阶段分组)，支持拖拽排序
- 任务表单加开始时间字段，重组字段布局为三列
- 任务展开面板改为竖排：时间、任务进展、卡点与备注
- 视图按钮和新增任务按钮移入任务卡片顶部
- 修复 index.html div 嵌套不平衡导致布局塌陷
- 修复 savedTab 校验和 switchTenant 侧边栏 active 同步
- 总览工作台只显示预算/发生总览入口
- 性能面板 id 去重

backend/routes.py

@@ -525,6 +525,39 @@ def finance_yearly():
         conn.close()
 
 
+@bp.route("/api/finance/copy-to-plan/<int:source_id>", methods=["POST"])
+@login_required
+def copy_finance_to_plan(source_id):
+    """将已发生模块的项目复制到预算模块"""
+    table, cols = TABLES["planFinances"]
+    conn = db()
+    try:
+        src = one(conn, "SELECT * FROM project_finances WHERE id=?", [source_id])
+        if not src:
+            return jsonify({"error": "源项目不存在"}), 404
+        # 构建目标数据：customer_name 前加"副本-"
+        data = {}
+        for col in cols:
+            if col == "customer_name":
+                data[col] = "副本-" + (src.get("customer_name") or "")
+            elif col == "project_type":
+                data[col] = "待签约"
+            elif col == "weight":
+                data[col] = "20%"
+            elif col == "created_at" or col == "updated_at":
+                data[col] = ""
+            else:
+                data[col] = src.get(col, "")
+        values = [data.get(col, "") for col in cols]
+        cur = _exec(conn,
+            f"INSERT INTO {table} ({','.join(cols)}) VALUES ({','.join(['?']*len(cols))})",
+            values)
+        conn.commit()
+        return jsonify({"ok": True, "id": cur.lastrowid})
+    finally:
+        conn.close()
+
+
 # ---------- 通用 CRUD ----------
 
 @bp.route("/api/<resource>/list", methods=["GET"])

static/app.js

@@ -6,8 +6,11 @@ applyUserTenants().then(() => {
   return load();
 }).then(() => {
   const savedTab = localStorage.getItem("opc-active-tab");
-  if (savedTab && savedTab !== "home") {
+  const validTabs = ["plan", "finance", "projects", "proposals", "products", "performance", "overview_plan", "overview_finance"];
+  if (savedTab && validTabs.includes(savedTab) && document.getElementById(savedTab)) {
     switchTab(savedTab);
+  } else {
+    switchTab(state.active);
   }
 }).catch((error) => {
   document.querySelector("main").innerHTML = `<section class="card p-6 text-red-700">加载失败：${esc(error.message)}</section>`;

static/modules/finance.js

@@ -1370,6 +1370,8 @@ window.finShowCtx = function(e, pfId) {
       FM_COLORS.map(function(c) {
         return '<div data-act="' + c.key + '" style="padding:6px 12px;font-size:13px;cursor:pointer;color:#334155;display:flex;align-items:center"><span style="display:inline-block;width:10px;height:10px;border-radius:50%;background:' + c.hex + ';margin-right:8px;flex-shrink:0"></span>' + c.label + '</div>';
       }).join('') +
+      '<div style="border-top:1px solid #e2e8f0;margin:4px 0"></div>' +
+      '<div data-act="copy_plan" style="padding:6px 12px;font-size:13px;cursor:pointer;color:#334155;display:flex;align-items:center"><span style="margin-right:6px;flex-shrink:0">📋</span>复制项目到预算</div>' +
       '<div style="border-top:1px solid #e2e8f0;margin:2px 0"></div>' +
       '<div data-act="clear" style="padding:6px 12px;font-size:13px;cursor:pointer;color:#94a3b8">取消标记</div>';
     menu.addEventListener('click', function(ev) {
@@ -1379,6 +1381,14 @@ window.finShowCtx = function(e, pfId) {
       var act = target.getAttribute('data-act');
       var id = menu.getAttribute('data-pfid');
       menu.style.display = 'none';
+      if (act === 'copy_plan') {
+        if (!confirm('确认将此项目复制到预算模块？\n\n项目名称前将自动添加「副本-」前缀。')) return;
+        fetch('/api/finance/copy-to-plan/' + id, { method: 'POST' }).then(r => r.json()).then(d => {
+          if (d.ok) { alert('复制成功！请切换到预算模块查看。'); renderFinance(); }
+          else { alert('复制失败：' + (d.error || '未知错误')); }
+        }).catch(function() { alert('复制失败，请检查网络连接。'); });
+        return;
+      }
       if (act === 'clear') {
         delete state._fmMarks.color[id];
       } else {

static/modules/home.js

@@ -1,248 +0,0 @@
-// home.js — 首页渲染 + 财务趋势图
-
-function renderHome() {
-  const { summary, financeMonthly } = state.data;
-  const m = summary.metrics;
-  const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")}`;
-  // 回款提醒
-  const yrRev = m.revenue_annual || 0, yrPay = m.payment_annual || 0, yrUnpaid = yrRev - yrPay;
-  const yrPayRate = yrRev > 0 ? Math.round(yrPay / yrRev * 100) : 0;
-  const yrUnpaidWan = Math.round(Math.abs(yrUnpaid) / 10000);
-  const payRateCls = yrPayRate < 30 ? 'text-red-600' : yrPayRate < 80 ? 'text-amber-600' : 'text-green-600';
-  const unpaidLabel = yrUnpaid >= 0
-    ? '你还有 <strong class=\"text-red-600\">' + yrUnpaidWan + '万</strong> 未回款'
-    : '超额回款 <strong class=\"text-green-600\">' + yrUnpaidWan + '万</strong>';
-  const payReminder = yrRev > 0 ? '<div class=\"flex items-center gap-3 px-4 py-3 rounded-lg border\" style=\"background:linear-gradient(135deg,#fef3c7,#fde68a);border-color:#f59e0b\">' +
-    '<i data-lucide=\"bell-ring\" class=\"text-amber-600 flex-shrink-0\" style=\"width:18px;height:18px\"></i>' +
-    '<span class=\"text-sm text-amber-900\"><strong>回款提醒：</strong>本年度确收 <strong>' + moneyInt(yrRev) + '</strong>，回款 <strong>' + moneyInt(yrPay) + '</strong>，' + unpaidLabel + '，当前回款率：<strong class=\"' + payRateCls + '\">' + yrPayRate + '%</strong></span>' +
-    '</div>' : '';
-  const rows1 = [
-    ["年度累计", moneyInt(m.signed_annual || m.signed_amount)],
-    ["本季度累计", moneyInt(m.signed_q2 || 0)],
-    ["本月累计", moneyInt(m.signed_month || 0)],
-    ["上本季度累计", moneyInt(m.signed_prev_q || 0)],
-    ["上月累计", moneyInt(m.signed_prev_month || 0)],
-  ];
-  const rows2 = [
-    ["年度累计", moneyInt(m.revenue_annual)],
-    ["本季度累计", moneyInt(m.revenue_q2)],
-    ["本月累计", moneyInt(m.monthly_revenue)],
-    ["上本季度累计", moneyInt(m.revenue_prev_q || 0)],
-    ["上月累计", moneyInt(m.revenue_prev_month || 0)],
-  ];
-  const rows3 = [
-    ["年度累计", moneyInt(m.gross_annual)],
-    ["本季度累计", moneyInt(m.gross_q2)],
-    ["本月累计", moneyInt(m.monthly_net_profit)],
-    ["上本季度累计", moneyInt(m.gross_prev_q || 0)],
-    ["上月累计", moneyInt(m.gross_prev_month || 0)],
-  ];
-  const rows4 = [
-    ["年度累计", moneyInt(m.payment_annual || 0)],
-    ["本季度累计", moneyInt(m.payment_q2 || 0)],
-    ["本月累计", moneyInt(m.payment_month || 0)],
-    ["上本季度累计", moneyInt(m.payment_prev_q || 0)],
-    ["上月累计", moneyInt(m.payment_prev_month || 0)],
-  ];
-  const rows5 = [
-    ["年度累计", moneyInt(m.cost_annual || 0)],
-    ["本季度累计", moneyInt(m.cost_q2 || 0)],
-    ["本月累计", moneyInt(m.cost_month || 0)],
-    ["上本季度累计", moneyInt(m.cost_prev_q || 0)],
-    ["上月累计", moneyInt(m.cost_prev_month || 0)],
-  ];
-  const rows7 = [
-    ["年度累计", moneyInt(m.paid_annual || 0)],
-    ["本季度累计", moneyInt(m.paid_q2 || 0)],
-    ["本月累计", moneyInt(m.paid_month || 0)],
-    ["上本季度累计", moneyInt(m.paid_prev_q || 0)],
-    ["上月累计", moneyInt(m.paid_prev_month || 0)],
-  ];
-  const rowsProjExpense = [
-    ["年度累计", moneyInt(m.proj_expense_annual || 0)],
-    ["本季度累计", moneyInt(m.proj_expense_q2 || 0)],
-    ["本月累计", moneyInt(m.proj_expense_month || 0)],
-    ["上本季度累计", moneyInt(m.proj_expense_prev_q || 0)],
-    ["上月累计", moneyInt(m.proj_expense_prev_month || 0)],
-  ];
-  const rows8 = [
-    ["年度累计", moneyInt(m.cashflow_annual || 0)],
-    ["本季度累计", moneyInt(m.cashflow_q2 || 0)],
-    ["本月累计", moneyInt(m.cashflow_month || 0)],
-    ["上本季度累计", moneyInt(m.cashflow_prev_q || 0)],
-    ["上月累计", moneyInt(m.cashflow_prev_month || 0)],
-  ];
-  const rows9 = [
-    ["年度累计", moneyInt(m.profit_annual || 0)],
-    ["本季度累计", moneyInt(m.profit_q2 || 0)],
-    ["本月累计", moneyInt(m.profit_month || 0)],
-    ["上本季度累计", moneyInt(m.profit_prev_q || 0)],
-    ["上月累计", moneyInt(m.profit_prev_month || 0)],
-  ];
-  const qoq = (cur, prev) => {
-    if (!prev) return '<span class="text-slate-300">—</span>';
-    const pct = Math.round((cur - prev) / prev * 100);
-    const cls = pct >= 0 ? 'text-green-600' : 'text-red-600';
-    const sign = pct >= 0 ? '+' : '';
-    return '<span class="' + cls + '">' + sign + pct + '%</span>';
-  };
-  const COLORS = ['text-slate-700','text-brand-600','text-green-600','text-rose-600','text-indigo-600','text-amber-600','text-purple-600','text-cyan-600'];
-  const LABELS = ['合同金额','确收金额','确收毛利','成本','项目利润','回款金额','已付','现金流'];
-  const Q_FIELDS = [m.signed_q2||0, m.revenue_q2, m.gross_q2, m.cost_q2||0, m.profit_q2||0, m.payment_q2||0, m.paid_q2||0, m.cashflow_q2||0];
-  const Q_PREV = [m.signed_prev_q||0, m.revenue_prev_q||0, m.gross_prev_q||0, m.cost_prev_q||0, m.profit_prev_q||0, m.payment_prev_q||0, m.paid_prev_q||0, m.cashflow_prev_q||0];
-  const M_FIELDS = [m.signed_month||0, m.monthly_revenue, m.monthly_net_profit, m.cost_month||0, m.profit_month||0, m.payment_month||0, m.paid_month||0, m.cashflow_month||0];
-  const M_PREV = [m.signed_prev_month||0, m.revenue_prev_month||0, m.gross_prev_month||0, m.cost_prev_month||0, m.profit_prev_month||0, m.payment_prev_month||0, m.paid_prev_month||0, m.cashflow_prev_month||0];
-  const ROWS = [rows1, rows2, rows3, rows5, rows9, rows4, rows7, rows8];
-  // 现金流和项目利润的原始值数组，用于正负着色
-  const CF_RAW = [m.cashflow_annual||0, m.cashflow_q2||0, m.cashflow_month||0, m.cashflow_prev_q||0, m.cashflow_prev_month||0];
-  const PF_RAW = [m.profit_annual||0, m.profit_q2||0, m.profit_month||0, m.profit_prev_q||0, m.profit_prev_month||0];
-  var valCls = function(ri) { return (ri === 4 || ri === 7) ? '' : 'text-slate-800'; };
-  var tdVal = function(ri, col, val) {
-    if (ri === 4) return '<td class="py-2 text-right font-semibold ' + (PF_RAW[col] >= 0 ? 'text-green-600' : 'text-red-600') + '">' + val + '</td>';
-    if (ri === 7) return '<td class="py-2 text-right font-semibold ' + (CF_RAW[col] >= 0 ? 'text-green-600' : 'text-red-600') + '">' + val + '</td>';
-    return '<td class="py-2 text-right font-semibold text-slate-800">' + val + '</td>';
-  };
-  var thead = '<tr class="border-b border-slate-200"><th class="py-2 text-left text-slate-500">指标</th><th class="py-2 text-right font-semibold text-slate-700">年度累计</th><th class="py-2 text-right font-semibold text-slate-700">上季度累计</th><th class="py-2 text-right font-semibold text-slate-700">上月累计</th><th class="py-2 text-right font-semibold text-slate-700">本季度累计</th><th class="py-2 text-right font-semibold text-slate-400">季环比</th><th class="py-2 text-right font-semibold text-slate-700">本月累计</th><th class="py-2 text-right font-semibold text-slate-400">月环比</th></tr>';
-  var tbody = '';
-  for (var ri = 0; ri < 8; ri++) {
-    var vals = ROWS[ri];
-    tbody += '<tr class="border-b border-slate-100 last:border-0"><td class="py-2 text-left font-semibold text-slate-700">' + LABELS[ri] + '</td>' +
-      tdVal(ri, 0, vals[0][1]) +
-      tdVal(ri, 3, vals[3][1]) +
-      tdVal(ri, 4, vals[4][1]) +
-      tdVal(ri, 1, vals[1][1]) +
-      '<td class="py-2 text-right">' + qoq(Q_FIELDS[ri], Q_PREV[ri]) + '</td>' +
-      tdVal(ri, 2, vals[2][1]) +
-      '<td class="py-2 text-right">' + qoq(M_FIELDS[ri], M_PREV[ri]) + '</td></tr>';
-  }
-  document.querySelector("#home").innerHTML = `
-    <div class="grid gap-5">
-      ${`<div class="grid grid-cols-4 gap-3">
-        ${[
-          ["项目管理", m.total_projects, "finance"],
-          ["重点工作与台账", m.total_proposals, "projects"],
-          ["业务方案", m.total_products, "proposals"],
-          ["产品迭代", m.upcoming_products, "products"],
-        ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
-      </div>`}
-      ${payReminder}
-      ${(() => {
-          var d = [
-            ['项目毛利', [m.profit_annual||0, m.profit_q2||0, m.profit_month||0, m.profit_prev_q||0, m.profit_prev_month||0],
-              [m.profit_q2||0,m.profit_prev_q||0], [m.profit_month||0,m.profit_prev_month||0]],
-            ['部门费用', [m.expense_annual||0, m.expense_q2||0, (m.expense_month||0), m.expense_prev_q||0, m.expense_prev_month||0],
-              [m.expense_q2||0,m.expense_prev_q||0], [(m.expense_month||0),m.expense_prev_month||0]],
-            ['部门净利', [
-              (m.profit_annual||0)-(m.expense_annual||0), (m.profit_q2||0)-(m.expense_q2||0), (m.profit_month||0)-(m.expense_month||0),
-              (m.profit_prev_q||0)-(m.expense_prev_q||0), (m.profit_prev_month||0)-(m.expense_prev_month||0)
-            ], [
-              (m.profit_q2||0)-(m.expense_q2||0), (m.profit_prev_q||0)-(m.expense_prev_q||0)
-            ], [
-              (m.profit_month||0)-(m.expense_month||0), (m.profit_prev_month||0)-(m.expense_prev_month||0)
-            ]],
-            ['项目现金流', [m.cashflow_annual||0, m.cashflow_q2||0, m.cashflow_month||0, m.cashflow_prev_q||0, m.cashflow_prev_month||0],
-              [m.cashflow_q2||0,m.cashflow_prev_q||0], [m.cashflow_month||0,m.cashflow_prev_month||0]],
-            ['部门费用流出', [m.expense_paid_annual||0, m.expense_paid_q2||0, m.expense_paid_month||0, m.expense_paid_prev_q||0, m.expense_paid_prev_month||0],
-              [m.expense_paid_q2||0,m.expense_paid_prev_q||0], [m.expense_paid_month||0,m.expense_paid_prev_month||0]],
-            ['部门现金流', [m.dept_cf_annual||0, m.dept_cf_q2||0, m.dept_cf_month||0, m.dept_cf_prev_q||0, m.dept_cf_prev_month||0],
-              [m.dept_cf_q2||0,m.dept_cf_prev_q||0], [m.dept_cf_month||0,m.dept_cf_prev_month||0]]
-          ];
-          var buildDeptTable = function(title, dataRows) {
-            var h = '';
-            for (var di = 0; di < dataRows.length; di++) {
-              var r = dataRows[di];
-              var rawNet = r[1][0];
-              var isNet = r[0] === '部门净利' || r[0] === '部门现金流';
-              var isCF = r[0] === '项目现金流';
-              var cls = isNet ? (rawNet >= 0 ? 'text-green-600' : 'text-red-600') : isCF ? (rawNet >= 0 ? 'text-green-600' : 'text-red-600') : 'text-slate-800';
-              h += '<tr class="border-b border-slate-100 last:border-0"><td class="py-2 text-left font-semibold text-slate-700">' + r[0] + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][0]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][3]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][4]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][1]) + '</td>' +
-                '<td class="py-2 text-right">' + qoq(r[2][0], r[2][1]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][2]) + '</td>' +
-                '<td class="py-2 text-right">' + qoq(r[3][0], r[3][1]) + '</td></tr>';
-            }
-            return card('<h3 class="text-sm font-bold text-slate-700 mb-3">' + title + '</h3><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="border-b border-slate-200"><th class="py-2 text-left text-slate-500">指标</th><th class="py-2 text-right font-semibold text-slate-700">年度累计</th><th class="py-2 text-right font-semibold text-slate-700">上季度累计</th><th class="py-2 text-right font-semibold text-slate-700">上月累计</th><th class="py-2 text-right font-semibold text-slate-700">本季度累计</th><th class="py-2 text-right font-semibold text-slate-400">季环比</th><th class="py-2 text-right font-semibold text-slate-700">本月累计</th><th class="py-2 text-right font-semibold text-slate-400">月环比</th></tr></thead><tbody>' + h + '</tbody></table></div>', 'p-4');
-          };
-          return buildDeptTable('部门经营情况', d.slice(0, 3)) + buildDeptTable('部门现金流', d.slice(3, 6));
-        })()}
-      ${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${summary.recent.map((r) => `<div class="flex items-start justify-between rounded-md bg-slate-50 px-3 py-2 text-sm group"><span class="break-words">${r.content}</span><div class="flex items-center gap-2 flex-shrink-0 ml-2"><span class="text-xs text-slate-400">${r.followed_at}</span><button class="btn btn-ghost btn-sm text-red-400 opacity-0 group-hover:opacity-100 p-0 w-5 h-5" onclick="event.preventDefault();deleteActivity(${r.id})" title="删除动态"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></div></div>`).join("")}</div>`, "p-5")}
-    </div>
-  `;
-}
-
-function chartOptions(yCallback) {
-  return {
-    responsive: true,
-    maintainAspectRatio: false,
-    plugins: { legend: { position: "bottom", labels: { boxWidth: 12, font: { size: 11 } } } },
-    scales: {
-      x: { ticks: { font: { size: 10 } }, grid: { display: false } },
-      y: { ticks: { font: { size: 11 }, callback: yCallback } },
-    },
-  };
-}
-
-const moneyTick = (v) => v >= 10000 ? (v / 10000).toFixed(0) + "万" : v;
-const monthLabels = (data) => data.map((x) => parseInt(x.month.split("-")[1]) + "月");
-
-function renderCharts(data) {
-  const labels = monthLabels(data);
-  const baseOpts = chartOptions(moneyTick);
-
-  // 图1：月度签约
-  const c1 = document.querySelector("#chartSign");
-  if (c1 && window.Chart) {
-    if (state.chart) state.chart.destroy();
-    state.chart = new Chart(c1, {
-      type: "line",
-      data: { labels, datasets: [
-        { label: "签约金额", data: data.map((x) => x.sign || 0), borderColor: "#6366f1", backgroundColor: "rgba(99,102,241,0.06)", fill: true, tension: 0.3 },
-      ]},
-      options: baseOpts,
-    });
-  }
-
-  // 图2：月度确收与毛利
-  const c2 = document.querySelector("#chartRev");
-  if (c2 && window.Chart) {
-    if (state.chart2) state.chart2.destroy();
-    state.chart2 = new Chart(c2, {
-      type: "line",
-      data: { labels, datasets: [
-        { label: "确收", data: data.map((x) => x.revenue || 0), borderColor: "var(--brand-600)", backgroundColor: "rgba(37,99,235,0.06)", fill: true, tension: 0.3 },
-        { label: "毛利", data: data.map((x) => x.gross || 0), borderColor: "#059669", backgroundColor: "rgba(5,150,105,0.06)", fill: true, tension: 0.3 },
-      ]},
-      options: baseOpts,
-    });
-  }
-
-  // 图3：月度回款与已付
-  const c3 = document.querySelector("#chartCash");
-  if (c3 && window.Chart) {
-    if (state.chart3) state.chart3.destroy();
-    state.chart3 = new Chart(c3, {
-      type: "line",
-      data: { labels, datasets: [
-        { label: "回款", data: data.map((x) => x.payment || 0), borderColor: "#d97706", backgroundColor: "rgba(217,119,6,0.06)", fill: true, tension: 0.3 },
-        { label: "已付", data: data.map((x) => x.cost || 0), borderColor: "#7c3aed", backgroundColor: "rgba(124,58,237,0.06)", fill: true, tension: 0.3 },
-      ]},
-      options: baseOpts,
-    });
-  }
-
-  // 图4：月度项目利润
-  const c4 = document.querySelector("#chartProfit");
-  if (c4 && window.Chart) {
-    if (state.chart4) state.chart4.destroy();
-    state.chart4 = new Chart(c4, {
-      type: "line",
-      data: { labels, datasets: [
-        { label: "利润", data: data.map((x) => (x.gross || 0)), borderColor: "#6366f1", backgroundColor: "rgba(99,102,241,0.06)", fill: true, tension: 0.3 },
-      ]},
-      options: baseOpts,
-    });
-  }
-}

static/modules/products.js

@@ -19,7 +19,13 @@ async function createResource(event, resource) {
     const name = data.project_name || data.target_customer || data.customer_or_project_name || data.product_name || "";
     if (result.id && name) logActivity(resType, result.id, "创建了" + name);
     form.reset();
-    try { state.data.products = await api("/api/products/list?tenant=" + encodeURIComponent(state.tenant)); renderProducts(); } catch(e) {}
+    if (resource === "operations") {
+      try { state.data.operations = await api("/api/operations/list?tenant=" + encodeURIComponent(state.tenant)); renderProjects(); } catch(e) {}
+    } else if (resource === "proposals") {
+      try { state.data.proposals = await api("/api/proposals/list?tenant=" + encodeURIComponent(state.tenant)); renderProposals(); } catch(e) {}
+    } else {
+      try { state.data.products = await api("/api/products/list?tenant=" + encodeURIComponent(state.tenant)); renderProducts(); } catch(e) {}
+    }
   } catch (error) {
     toast("创建失败：" + error.message, "error");
   }

static/modules/projects.js

@@ -173,14 +173,6 @@ window.selectProject = (id) => {
   renderProjectTasks(id);
 };
 
-window.togglePhase = (phaseId) => {
-  const wrap = document.querySelector(`#${phaseId}`);
-  if (!wrap) return;
-  wrap.classList.toggle("collapsed");
-  const toggle = document.querySelector(`#${phaseId}-toggle`);
-  if (toggle) toggle.style.transform = wrap.classList.contains("collapsed") ? "rotate(-90deg)" : "";
-};
-
 window.showProjectContext = (event, id) => {
   event.preventDefault();
   event.stopPropagation();
@@ -306,7 +298,7 @@ function renderProjects() {
     pending: tasks.filter(t => t.status === '未开始').length,
   };
   document.querySelector("#projects").innerHTML = /*html*/`
-    <div class="grid grid-cols-5 gap-3 mb-4">
+    <div id="projectHeadCards" class="grid grid-cols-5 gap-3 mb-4">
       ${[
         ["项目总数", items.length, "folder"],
         ["任务总数", taskStats.total, "list-checks"],
@@ -317,15 +309,6 @@ function renderProjects() {
         <div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></div>
       `).join("")}
     </div>
-    <div class="flex justify-between items-center mb-3">
-      <div class="flex items-center gap-1" id="taskViewToggle">
-        <button class="btn btn-sm ${state.taskView === 'compact' ? 'btn-primary' : 'btn-ghost'} p-1.5" onclick="setTaskView('compact')" title="标题视图"><i data-lucide="list" style="width:16px;height:16px"></i></button>
-        <button class="btn btn-sm ${state.taskView !== 'compact' ? 'btn-primary' : 'btn-ghost'} p-1.5" onclick="setTaskView('detail')" title="详细视图"><i data-lucide="align-left" style="width:16px;height:16px"></i></button>
-      </div>
-      <button class="btn btn-primary btn-sm" onclick="openTaskFormForSelected()">
-        <i data-lucide="plus"></i>新增任务
-      </button>
-    </div>
     <div class="project-board">
       <div class="project-board-body">
         <div class="project-tree">
@@ -349,6 +332,15 @@ function renderProjects() {
           </div>
         </div>
         <div class="task-feed">
+          <div class="flex justify-between items-center px-4 py-2 border-b border-slate-100 bg-white" style="flex-shrink:0">
+            <div class="flex items-center gap-1" id="taskViewToggle">
+              <button class="btn btn-sm ${state.taskView === 'compact' ? 'btn-primary' : 'btn-ghost'} p-1.5" onclick="setTaskView('compact')" title="标题视图"><i data-lucide="list" style="width:16px;height:16px"></i></button>
+              <button class="btn btn-sm ${state.taskView !== 'compact' ? 'btn-primary' : 'btn-ghost'} p-1.5" onclick="setTaskView('detail')" title="详细视图"><i data-lucide="align-left" style="width:16px;height:16px"></i></button>
+            </div>
+            <button class="btn btn-primary btn-sm" onclick="openTaskFormForSelected()">
+              <i data-lucide="plus"></i>新增任务
+            </button>
+          </div>
           ${state.selectedProject ? '<div class="task-feed-body">' + renderTaskListHTML(state.selectedProject) + '</div>' : `
             <div class="project-empty">
               <div class="text-center">
@@ -381,44 +373,33 @@ function renderTaskListHTML(projectId) {
   const project = state.data.operations.find((x) => x.id === projectId);
   if (!project) return "";
   const tasks = (state.data.tasks || []).filter((t) => t.project_id === projectId);
-  const filtered = tasks;
-  const defaultPhases = ["商务洽谈", "系统上线", "团队分工", "项目交付", "上线推广", "结项验收"];
-  const customPhases = [...new Set(filtered.map(t => t.phase).filter(Boolean))];
-  const phaseOrder = [...defaultPhases];
-  customPhases.forEach(p => { if (!phaseOrder.includes(p)) phaseOrder.push(p); });
-  const phases = phaseOrder.filter(p => filterPhaseTasks(filtered, p).length > 0);
-  const phaseTasks = phases.map(p => ({ phase: p, tasks: filterPhaseTasks(filtered, p) }));
+
+  const taskItem = (t) => `<div class="task-item ${t.status === '已结束' ? 'task-done' : ''} ${t.priority === 'P0' ? 'task-p0' : t.priority === 'P1' ? 'task-p1' : ''} ${state.taskView === 'detail' ? 'task-detail' : ''}" data-id="${t.id}" draggable="true" ondragstart="handleTaskDragStart(event, ${t.id})" ondragend="event.currentTarget.classList.remove('dragging')" onclick="openTaskForm(${projectId}, ${t.id})">
+    <span class="task-grip"><i data-lucide="grip-vertical"></i></span>
+    <span class="task-status-badge status-${esc(t.status) || '未开始'}" onclick="event.stopPropagation(); cycleTaskStatus(${t.id}, ${projectId})" title="点击切换状态">${esc(t.status) || '未开始'}</span>
+    <span class="task-priority-badge priority-${(t.priority || 'P2').toLowerCase()}" onclick="event.stopPropagation(); cycleTaskPriority(${t.id}, ${projectId})" title="点击切换优先级">${esc(t.priority) || 'P2'}</span>
+    <div class="task-content">
+      <span class="task-title">${esc(t.task)}</span>
+      ${state.taskView === 'detail' && t.notes ? '<span class="task-desc">' + esc(t.notes) + '</span>' : ""}
+      ${state.taskView === 'detail' && t.blockers ? '<span class="task-blocker">\u26a0 ' + esc(t.blockers) + '</span>' : ""}
+    </div>
+    <span class="task-meta">${esc(t.owner) || ''}</span>
+    <span class="task-expand-toggle" onclick="event.stopPropagation();toggleTaskExpand(${t.id})"><i data-lucide="chevron-down" id="tke_icon_${t.id}"></i></span>
+  </div>
+  <div class="task-expand-body hidden" id="tke_body_${t.id}">
+    <div class="flex flex-col gap-3 px-6 py-3 text-sm">
+      <div><span class="text-slate-400 text-xs">时间</span><p class="text-slate-700 mt-1">${esc(t.start_date) || '—'} → ${esc(t.due_date) || '—'}</p></div>
+      <div><span class="text-slate-400 text-xs">任务进展</span><p class="text-slate-700 mt-1">${esc(t.notes) || '—'}</p></div>
+      <div><span class="text-slate-400 text-xs">卡点与备注</span><p class="${t.blockers ? 'text-red-600' : 'text-slate-700'} mt-1">${t.blockers ? '\u26a0 ' + esc(t.blockers) : '—'}</p></div>
+    </div>
+  </div>`;
 
   return `
-    ${phaseTasks.map(({ phase, tasks: pt }) => {
-      if (!pt.length) return "";
-      const phaseId = "phase-" + projectId + "-" + phase.replace(/\s/g, "");
-      return `<div class="task-section">
-        <div class="task-section-hd" onclick="togglePhase('${phaseId}')">
-          <span class="task-section-toggle" id="${phaseId}-toggle"><i data-lucide="chevron-down"></i></span>
-          <span class="task-section-icon"><i data-lucide="layers"></i></span>
-          <span class="task-section-label">${phase}</span>
-          <span class="task-section-n">${pt.length}</span>
-        </div>
-        <div class="task-section-list-wrap" id="${phaseId}">
-          <div class="task-section-list" data-phase="${phase}" ondrop="handleTaskDrop(event, ${projectId}, '${phase}')" ondragover="event.preventDefault(); event.currentTarget.classList.add('drag-over')" ondragleave="event.currentTarget.classList.remove('drag-over')">
-          ${pt.map((t) => `<div class="task-item ${t.status === '已结束' ? 'task-done' : ''} ${t.priority === 'P0' ? 'task-p0' : t.priority === 'P1' ? 'task-p1' : ''} ${state.taskView === 'detail' ? 'task-detail' : ''}" data-id="${t.id}" draggable="true" ondragstart="handleTaskDragStart(event, ${t.id})" ondragend="event.currentTarget.classList.remove('dragging')">
-            <span class="task-grip"><i data-lucide="grip-vertical"></i></span>
-            <span class="task-status-badge status-${esc(t.status) || '未开始'}" onclick="event.stopPropagation(); cycleTaskStatus(${t.id}, ${projectId})" title="点击切换状态">${esc(t.status) || '未开始'}</span>
-            <span class="task-priority-badge priority-${(t.priority || 'P2').toLowerCase()}" onclick="event.stopPropagation(); cycleTaskPriority(${t.id}, ${projectId})" title="点击切换优先级">${esc(t.priority) || 'P2'}</span>
-            <div class="task-content" onclick="openTaskForm(${projectId}, ${t.id})">
-              <span class="task-title">${esc(t.task)}</span>
-              ${state.taskView === 'detail' && t.notes ? '<span class="task-desc">' + esc(t.notes) + '</span>' : ""}
-              ${state.taskView === 'detail' && t.blockers ? '<span class="task-blocker">\u26a0 ' + esc(t.blockers) + '</span>' : ""}
-            </div>
-            <span class="task-meta">${esc(t.owner) || ''}</span>
-            <span class="task-meta text-slate-400">${esc(t.due_date) || ''}</span>
-          </div>`).join("")}
-          </div>
-        </div>
-      </div>`;
-    }).join("")}
-    ${filtered.length === 0 ? '<div class="task-empty">暂无任务，点击上方按钮创建</div>' : ''}
+    <div class="task-section-list-wrap">
+      <div class="task-section-list" ondrop="handleTaskDrop(event, ${projectId}, '')" ondragover="event.preventDefault(); event.currentTarget.classList.add('drag-over')" ondragleave="event.currentTarget.classList.remove('drag-over')">
+        ${tasks.length ? tasks.map(taskItem).join("") : '<div class="task-empty">暂无任务，点击上方按钮创建</div>'}
+      </div>
+    </div>
   `;
 }
 
@@ -440,48 +421,56 @@ window.openTaskFormForSelected = () => {
 
 window.openTaskForm = (projectId, taskId) => {
   if (!projectId) return;
-  // 确保 drawer 存在
-  let drawer = document.querySelector(`#task-drawer-${projectId}`);
-  if (!drawer) {
-    drawer = document.createElement("div");
-    drawer.id = `task-drawer-${projectId}`;
-    drawer.className = "task-drawer";
-    document.body.appendChild(drawer);
-  }
-  const tasks = (state.data.tasks || []).filter((t) => t.project_id === projectId);
-  const defaultPhases = ["商务洽谈", "系统上线", "团队分工", "项目交付", "上线推广", "结项验收"];
-  const customPhases = [...new Set(tasks.map(t => t.phase).filter(Boolean))];
-  const phases = [...new Set([...defaultPhases, ...customPhases])];
+  const modal = document.getElementById("taskModal");
+  if (!modal) return;
   const task = taskId ? (state.data.tasks || []).find((t) => t.id === taskId) : null;
-  drawer.innerHTML = `<div class="task-drawer-hd"><span class="task-drawer-title">${task ? "编辑任务" : "新增任务"}</span><div class="flex items-center gap-2">${task ? `<button type="button" class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteTask(${projectId})"><i data-lucide="trash-2"></i>删除</button>` : ""}<button class="task-close" onclick="closeTaskDrawer(${projectId})"><i data-lucide="x"></i></button></div></div>
-    <form class="task-drawer-form" onsubmit="submitTaskForm(event, ${projectId})">
-      <input type="hidden" name="task_id" id="task-id-${projectId}" value="${task ? task.id : ''}">
-      <div class="task-field-row">
-        <label class="task-field"><span>任务名称</span><input name="task" required id="task-name-${projectId}" class="form-ctrl" value="${task ? esc(task.task) : ''}"></label>
-        <label class="task-field"><span>任务分组</span><select name="phase" id="task-phase-${projectId}" class="form-ctrl">${phases.map((p) => `<option ${task && task.phase === p ? "selected" : ""}>${p}</option>`).join("")}</select></label>
+  modal.className = "hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40";
+  modal.innerHTML = `<div class="bg-white rounded-2xl shadow-2xl w-full max-w-lg mx-4 max-h-[90vh] overflow-y-auto" onclick="event.stopPropagation()">
+    <div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-6 py-4 flex items-center justify-between">
+      <h3 class="text-lg font-bold text-slate-800">${task ? "编辑任务" : "新增任务"}</h3>
+      <div class="flex items-center gap-2">
+        ${task ? '<button type="button" class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" id="taskDelBtn"><i data-lucide="trash-2"></i>删除</button>' : ""}
+        <button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" id="taskClsBtn"><i data-lucide="x"></i></button>
       </div>
-      <div class="task-field-row">
-        <label class="task-field"><span>优先级</span><select name="priority" id="task-priority-${projectId}" class="form-ctrl"><option ${task && task.priority === 'P0' ? 'selected' : ''}>P0</option><option ${task && task.priority === 'P1' ? 'selected' : ''}>P1</option><option ${(!task || task.priority === 'P2') ? 'selected' : ''}>P2</option><option ${task && task.priority === 'P3' ? 'selected' : ''}>P3</option></select></label>
-        <label class="task-field"><span>状态</span><select name="status" id="task-status-${projectId}" class="form-ctrl"><option ${(!task || task.status === '未开始') ? 'selected' : ''}>未开始</option><option ${task && task.status === '进行中' ? 'selected' : ''}>进行中</option><option ${task && task.status === '已结束' ? 'selected' : ''}>已结束</option></select></label>
+    </div>
+    <form class="px-6 py-4 flex flex-col gap-4" onsubmit="event.preventDefault()">
+      <input type="hidden" name="task_id" value="${task ? task.id : ''}">
+      <div class="grid grid-cols-2 gap-3">
+        <label class="task-field"><span>任务名称</span><input name="task" required class="form-ctrl" value="${task ? esc(task.task) : ''}"></label>
+        <label class="task-field"><span>优先级</span><select name="priority" class="form-ctrl"><option ${task && task.priority === 'P0' ? 'selected' : ''}>P0</option><option ${task && task.priority === 'P1' ? 'selected' : ''}>P1</option><option ${(!task || task.priority === 'P2') ? 'selected' : ''}>P2</option><option ${task && task.priority === 'P3' ? 'selected' : ''}>P3</option></select></label>
       </div>
-      <div class="task-field-row">
-        <label class="task-field"><span>负责人</span><input name="owner" id="task-owner-${projectId}" class="form-ctrl" value="${task ? esc(task.owner) : ''}"></label>
-        <label class="task-field"><span>截止时间</span><input name="due_date" type="date" id="task-due-${projectId}" class="form-ctrl" value="${task ? esc(task.due_date) : ''}"></label>
+      <div class="grid grid-cols-2 gap-3">
+        <label class="task-field"><span>状态</span><select name="status" class="form-ctrl"><option ${(!task || task.status === '未开始') ? 'selected' : ''}>未开始</option><option ${task && task.status === '进行中' ? 'selected' : ''}>进行中</option><option ${task && task.status === '已结束' ? 'selected' : ''}>已结束</option></select></label>
       </div>
-      <label class="task-field"><span>任务说明</span><textarea name="notes" rows="3" id="task-notes-${projectId}" class="form-ctrl">${task ? esc(task.notes) : ''}</textarea></label>
-      <label class="task-field"><span>卡点&备注</span><textarea name="blockers" rows="2" id="task-blockers-${projectId}" class="form-ctrl" placeholder="风险卡点、依赖项等">${task ? esc(task.blockers) : ''}</textarea></label>
-      <div class="flex justify-end gap-2 mt-4 pt-3 border-t border-slate-100">
-        <button type="button" class="btn btn-ghost btn-sm" onclick="closeTaskDrawer(${projectId})">取消</button>
-        <button type="submit" class="btn btn-primary btn-sm" id="task-submit-btn-${projectId}">${task ? "保存" : "确认新增"}</button>
+      <div class="grid grid-cols-3 gap-3">
+        <label class="task-field"><span>负责人</span><input name="owner" class="form-ctrl" value="${task ? esc(task.owner) : ''}"></label>
+        <label class="task-field"><span>开始时间</span><input name="start_date" type="date" class="form-ctrl" value="${task ? esc(task.start_date) : ''}"></label>
+        <label class="task-field"><span>截止时间</span><input name="due_date" type="date" class="form-ctrl" value="${task ? esc(task.due_date) : ''}"></label>
       </div>
-    </form>`;
-  drawer.classList.add("open");
+      <label class="task-field"><span>任务进展</span><textarea name="notes" rows="3" class="form-ctrl">${task ? esc(task.notes) : ''}</textarea></label>
+      <label class="task-field"><span>卡点&备注</span><textarea name="blockers" rows="2" class="form-ctrl" placeholder="风险卡点、依赖项等">${task ? esc(task.blockers) : ''}</textarea></label>
+      <div class="flex justify-end gap-2 pt-3 border-t border-slate-100">
+        <button type="button" class="btn btn-ghost btn-sm" id="taskCancelBtn">取消</button>
+        <button type="submit" class="btn btn-primary btn-sm" id="taskSubmitBtn">${task ? "保存" : "确认新增"}</button>
+      </div>
+    </form>
+  </div>`;
+  // 绑定事件
+  var delBtn = document.getElementById("taskDelBtn");
+  if (delBtn) delBtn.onclick = function() { deleteTask(projectId); };
+  var clsBtn = document.getElementById("taskClsBtn");
+  if (clsBtn) clsBtn.onclick = function() { closeTaskDrawer(projectId); };
+  var cancelBtn = document.getElementById("taskCancelBtn");
+  if (cancelBtn) cancelBtn.onclick = function() { closeTaskDrawer(projectId); };
+  var submitBtn = document.getElementById("taskSubmitBtn");
+  if (submitBtn) submitBtn.onclick = function(e) { e.preventDefault(); submitTaskForm(e, projectId); };
+  modal.classList.remove("hidden");
   if (window.lucide) window.lucide.createIcons();
 };
 
 window.closeTaskDrawer = (projectId) => {
-  const drawer = document.querySelector(`#task-drawer-${projectId}`);
-  if (drawer) drawer.classList.remove("open");
+  const modal = document.getElementById("taskModal");
+  if (modal) modal.classList.add("hidden");
   refreshTaskList(projectId);
 };
 
@@ -492,10 +481,34 @@ window.refreshTaskList = (projectId) => {
     if (window.lucide) window.lucide.createIcons();
   }
 };
+window.refreshProjectHeadCards = () => {
+  const container = document.querySelector("#projectHeadCards");
+  if (!container) return;
+  const items = state.data.operations || [];
+  const tasks = state.data.tasks || [];
+  const stats = {
+    total: tasks.length,
+    ongoing: tasks.filter(t => t.status === '进行中').length,
+    done: tasks.filter(t => t.status === '已结束').length,
+    pending: tasks.filter(t => t.status === '未开始').length,
+  };
+  const cards = [
+    ["项目总数", items.length, "folder"],
+    ["任务总数", stats.total, "list-checks"],
+    ["进行中", stats.ongoing, "play-circle"],
+    ["已结束", stats.done, "check-circle"],
+    ["未开始", stats.pending, "circle"],
+  ];
+  container.innerHTML = cards.map(([label, value, icon]) => `
+    <div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></div>
+  `).join("");
+  if (window.lucide) window.lucide.createIcons();
+};
 
 window.submitTaskForm = async (event, projectId) => {
   event.preventDefault();
-  const data = Object.fromEntries(new FormData(event.currentTarget).entries());
+  const form = document.getElementById("taskModal").querySelector("form");
+  const data = Object.fromEntries(new FormData(form).entries());
   data.project_id = Number(projectId);
   data.tenant = state.tenant;
   const taskId = data.task_id;
@@ -507,11 +520,14 @@ window.submitTaskForm = async (event, projectId) => {
       if (task) Object.assign(task, data);
       if (data.task) logActivity("task", taskId, "更新了任务「" + data.task + "」");
       closeTaskDrawer(projectId);
+      refreshProjectHeadCards();
     } else {
       const result = await api("/api/tasks", { method: "POST", body: JSON.stringify({ data }) });
       if (result.id && data.task) logActivity("task", result.id, "创建了任务「" + data.task + "」");
+      if (!state.data.tasks) state.data.tasks = [];
+      state.data.tasks.push({ id: result.id, ...data });
       closeTaskDrawer(projectId);
-      try { state.data.tasks = await api("/api/tasks/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {}
+      refreshProjectHeadCards();
     }
   } catch (error) {
     toast("保存失败：" + error.message, "error");
@@ -537,6 +553,7 @@ window.cycleTaskStatus = async (taskId, projectId) => {
         badge.className = "task-status-badge status-" + newStatus;
       }
     }
+    refreshProjectHeadCards();
   } catch (error) {
     toast("更新失败：" + error.message, "error");
   }
@@ -568,8 +585,25 @@ window.cycleTaskPriority = async (taskId, projectId) => {
   }
 };
 
+window.toggleTaskExpand = (taskId) => {
+  const body = document.getElementById("tke_body_" + taskId);
+  const icon = document.getElementById("tke_icon_" + taskId);
+  if (!body || !icon) return;
+  const isHidden = body.classList.contains("hidden");
+  if (isHidden) {
+    body.classList.remove("hidden");
+    icon.style.transform = "rotate(180deg)";
+  } else {
+    body.classList.add("hidden");
+    icon.style.transform = "";
+  }
+  if (window.lucide) window.lucide.createIcons();
+};
+
 window.deleteTask = async (projectId) => {
-  const taskId = document.querySelector(`#task-id-${projectId}`).value;
+  const modal = document.getElementById("taskModal");
+  if (!modal) return;
+  const taskId = modal.querySelector('input[name="task_id"]').value;
   if (!taskId) return;
   if (!confirm("确认删除该任务？此操作不可撤销。")) return;
   try {
@@ -581,6 +615,7 @@ window.deleteTask = async (projectId) => {
     state.data.tasks = (state.data.tasks || []).filter(t => t.id !== parseInt(taskId));
     const row = document.querySelector(`.task-item[data-id="${taskId}"]`);
     if (row) row.remove();
+    refreshProjectHeadCards();
   } catch (error) {
     toast("删除失败：" + error.message, "error");
   }

static/modules/utils.js

@@ -1,7 +1,7 @@
 // utils.js — 全局工具函数与共享状态
 
 const state = {
-  active: "home",
+  active: "plan",
   data: null,
   tenant: localStorage.getItem("opc-active-tenant") || "科普·无界",
   opFilter: "all",
@@ -120,7 +120,6 @@ function renderTable(headers, rows, rowClicks) {
 }
 
 var _loadingSteps = [
-  { fn: 'renderHome', label: '正在加载首页仪表盘（指标卡片+图表）', skip: function() { return true; } },
   { fn: 'renderOverviewPlan', label: '正在加载预算总览', skip: function() { return state.tenant !== '总览'; } },
   { fn: 'renderOverviewFinance', label: '正在加载发生总览', skip: function() { return state.tenant !== '总览'; } },
   { fn: 'renderProjects', label: '正在加载业务机会列表' },
@@ -235,7 +234,7 @@ var _tabLoaded = {};
 var _proposalsInitialized = false;
 
 async function ensureTabData(tab) {
-  if (tab === 'home' || tab === 'performance' || tab === 'overview_plan' || tab === 'overview_finance') return;
+  if (tab === 'performance' || tab === 'overview_plan' || tab === 'overview_finance') return;
   var resource = _tabResourceMap[tab];
   if (!resource) return;
   var dataKey = resource;
@@ -249,6 +248,8 @@ async function ensureTabData(tab) {
     try { state.data.expense = await api("/api/expense/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {}
     try { state.data.finance = await api("/api/finance/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {}
     try { state.data.tasks = await api("/api/tasks/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {}
+  } else if (tab === 'projects') {
+    try { state.data.tasks = await api("/api/tasks/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {}
   } else if (tab === 'plan') {
     try { state.data.planExpense = await api("/api/planExpense/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {}
   }
@@ -265,7 +266,7 @@ function switchTab(tab) {
   document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === tab));
 
   // 更新顶部标题
-  const titles = { home: 'OPC 工作台', finance: '执行管理', plan: '预算管理', projects: '重点工作台账', proposals: '业务方案', products: '版本与运营', performance: '季度绩效考核', overview_plan: '预算总览', overview_finance: '发生总览' };
+  const titles = { finance: '执行管理', plan: '预算管理', projects: '重点工作台账', proposals: '业务方案', products: '版本与运营', performance: '季度绩效考核', overview_plan: '预算总览', overview_finance: '发生总览' };
   const titleEl = document.querySelector('#workspaceTitle');
   if (titleEl) titleEl.textContent = titles[tab] || state.tenant + ' OPC 工作台';
 
@@ -283,28 +284,15 @@ function updateSidebarTabs() {
     if (isOverview) {
       btn.style.display = (tab === "overview_plan" || tab === "overview_finance") ? "" : "none";
     } else {
-      btn.style.display = (tab === "overview_plan" || tab === "overview_finance" || tab === "home") ? "none" : "";
+      btn.style.display = (tab === "overview_plan" || tab === "overview_finance") ? "none" : "";
     }
   });
 }
 
-function render() {
-  if (!state.data) return;
-  if (state.tenant === '总览') renderHome();
-  renderProjects();
-  renderProposals();
-  renderProducts();
-  renderPerformance();
-  renderFinance();
-  renderPlan();
-  if (window.lucide) window.lucide.createIcons();
-}
-
 function renderActive() {
   if (!state.data) return;
   const tab = state.active;
-  if (tab === "home") renderHome();
-  else if (tab === "overview_plan") renderOverviewPlan();
+  if (tab === "overview_plan") renderOverviewPlan();
   else if (tab === "overview_finance") renderOverviewFinance();
   else if (tab === "projects") renderProjects();
   else if (tab === "proposals") renderProposals();
@@ -403,11 +391,14 @@ window.switchTenant = async (tenant) => {
     localStorage.setItem("opc-active-tab", "overview_plan");
     document.querySelectorAll(".sidebar-tab").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === "overview_plan"));
     document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === "overview_plan"));
-  } else if (state.active === 'home' || state.active === 'overview_plan' || state.active === 'overview_finance') {
+  } else if (state.active === 'overview_plan' || state.active === 'overview_finance') {
     state.active = 'plan';
     localStorage.setItem("opc-active-tab", "plan");
     document.querySelectorAll(".sidebar-tab").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === "plan"));
     document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === "plan"));
+  } else {
+    document.querySelectorAll(".sidebar-tab").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === state.active));
+    document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === state.active));
   }
   await load();
 };
@@ -424,3 +415,18 @@ window.doLogout = async () => {
   await api("/api/auth/logout", { method: "POST" });
   location.href = "/login";
 };
+
+// 图表工具函数（曾被 home.js 中 plan/finance 模块复用）
+const moneyTick = (v) => v >= 10000 ? (v / 10000).toFixed(0) + "万" : v;
+const monthLabels = (data) => data.map((x) => parseInt(x.month.split("-")[1]) + "月");
+function chartOptions(yCallback) {
+  return {
+    responsive: true,
+    maintainAspectRatio: false,
+    plugins: { legend: { position: "bottom", labels: { boxWidth: 12, font: { size: 11 } } } },
+    scales: {
+      x: { ticks: { font: { size: 10 } }, grid: { display: false } },
+      y: { ticks: { font: { size: 11 }, callback: yCallback } },
+    },
+  };
+}

static/styles.css

@@ -537,6 +537,26 @@ body {
   font-size: 13px;
 }
 
+.task-expand-toggle {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  width: 24px;
+  height: 24px;
+  cursor: pointer;
+  color: #94a3b8;
+  border-radius: 4px;
+  flex-shrink: 0;
+  transition: color 0.15s, background 0.15s;
+}
+.task-expand-toggle:hover { color: #475569; background: #f1f5f9; }
+.task-expand-toggle i { transition: transform 0.2s ease; }
+
+.task-expand-body {
+  border-top: 1px solid #f1f5f9;
+  background: #fafbfc;
+}
+
 /* 业务方案列表项 */
 .proposal-item {
   display: flex;
@@ -1109,8 +1129,6 @@ td {
 }
 
 /* Task Modal — Plane style */
-.task-modal { display: none; }
-.task-modal.active { display: block; }
 .task-overlay {
   position: fixed; inset: 0; background: rgba(15,23,42,0.35); z-index: 200;
   display: flex; align-items: flex-start; justify-content: center;

templates/index.html

@@ -63,10 +63,6 @@
         <div class="w-8 h-px bg-slate-700 my-2"></div>
         <!-- 导航 Tab 图标 -->
         <div class="flex flex-col items-center gap-1 w-14" id="sidebarTabs">
-          <div class="sidebar-tab active" data-tab="home" onclick="switchTab('home')" title="部门">
-            <i data-lucide="trending-up" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">部门</span>
-          </div>
           <div class="sidebar-tab" data-tab="plan" onclick="switchTab('plan')" title="预算">
             <i data-lucide="calendar-range" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">预算</span>
@@ -122,21 +118,19 @@
     </header>
 
     <main class="px-8 py-6">
-      <section id="home" class="panel active"></section>
       <section id="overview_plan" class="panel"></section>
       <section id="overview_finance" class="panel"></section>
       <section id="projects" class="panel"></section>
       <section id="proposals" class="panel"></section>
       <section id="products" class="panel"></section>
       <section id="performance" class="panel"></section>
-      <section id="performance" class="panel"></section>
       <section id="finance" class="panel"></section>
-      <section id="plan" class="panel"></section>
+      <section id="plan" class="panel active"></section>
     </main>
       </div><!-- 关闭主内容区 -->
     </div><!-- 关闭 flex 容器 -->
     <aside id="drawer" class="drawer" aria-hidden="true"></aside>
-    <div id="taskModal" class="task-modal"></div>
+    <div id="taskModal"></div>
     <!-- 新增项目模态框 -->
     <div id="newProjectModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeNewProjectModal()">
       <div class="bg-white rounded-2xl shadow-2xl w-full max-w-md mx-4" onclick="event.stopPropagation()">
@@ -155,7 +149,6 @@
       </div>
     </div>
     <script src="{{ url_for('static', filename='modules/utils.js') }}"></script>
-    <script src="{{ url_for('static', filename='modules/home.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/projects.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/proposals.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/products.js') }}"></script>