refactor: 部门经营情况拆为部门经营+部门现金流两张卡片

- 部门毛利 → 项目毛利
- 新增行: 项目现金流、部门费用(已付)、部门现金流
- 后端 expense_paid_sum 计算平台费用已付(排除暂不计入)
- 总工作台同步兼容
- 版本号 v1.0.0.8

.gitea/workflows/deploy.yml

@@ -83,7 +83,7 @@ jobs:
           fi
 
           echo "=== 7. Cleanup old releases ==="
-          find "${DEPLOY_BASE}/releases" -mindepth 1 -maxdepth 1 -type d | sort | head -n -5 | xargs -r rm -rf
+          ls -dt "${DEPLOY_BASE}"/releases/*/ | tail -n +6 | xargs -r rm -rf
 
           echo "=== 8. Cleanup temp ==="
           rm -rf "${CLONE_DIR}"

backend/db.py

@@ -0,0 +1,76 @@
+# db.py — 基础层：配置常量 + 数据库连接 + SQL 工具 + logger
+# 被 helpers.py, routes.py, migrations/*, flask_app.py 共同依赖
+
+import os
+import sys
+import json
+import logging
+from pathlib import Path
+from datetime import datetime
+
+import mysql.connector
+
+# 确保 backend 目录在 sys.path 中（兼容 gunicorn --preload 模式）
+_backend_dir = os.path.dirname(os.path.abspath(__file__))
+if _backend_dir not in sys.path:
+    sys.path.insert(0, _backend_dir)
+
+logger = logging.getLogger(__name__)
+logging.basicConfig(level=logging.INFO, format="%(asctime)s [%(levelname)s] %(message)s")
+
+# ---------- 路径常量 ----------
+ROOT = Path(__file__).resolve().parents[1]
+DATA_DIR = ROOT / "data"
+UPLOAD_DIR = DATA_DIR / "uploads"
+DB_PATH = DATA_DIR / "opc.sqlite"
+
+# ---------- 环境变量 ----------
+try:
+    from dotenv import load_dotenv
+    load_dotenv(ROOT / ".env")
+except ImportError:
+    pass
+
+WEIXIN_BASE = Path(os.environ.get("WEIXIN_BASE", "/Users/mac/天机阁/地阁/慰心斋"))
+
+# 建目录
+DATA_DIR.mkdir(parents=True, exist_ok=True)
+UPLOAD_DIR.mkdir(parents=True, exist_ok=True)
+
+
+# ---------- 数据库连接 ----------
+def db():
+    return mysql.connector.connect(
+        host=os.environ.get("DB_HOST", "127.0.0.1"),
+        port=int(os.environ.get("DB_PORT", "3306")),
+        user=os.environ.get("DB_USER", "opc"),
+        password=os.environ.get("DB_PASSWORD", "opc123456"),
+        database=os.environ.get("DB_NAME", "opc"),
+        charset="utf8mb4",
+        collation="utf8mb4_unicode_ci",
+    )
+
+
+def now():
+    return datetime.utcnow().isoformat()
+
+
+def _exec(conn, sql, args=()):
+    """执行 SQL，自动将 ? 转为 MySQL 的 %s"""
+    cur = conn.cursor(dictionary=True)
+    cur.execute(sql.replace("?", "%s"), args)
+    return cur
+
+
+def rows(conn, sql, args=()):
+    cur = _exec(conn, sql, args)
+    rows = cur.fetchall()
+    cur.close()
+    return rows
+
+
+def one(conn, sql, args=()):
+    cur = _exec(conn, sql, args)
+    row = cur.fetchone()
+    cur.close()
+    return row

backend/helpers.py

@@ -0,0 +1,128 @@
+# helpers.py — 业务查询辅助函数
+# 依赖：db.py；被 routes.py 和 migrations/seed_data.py 调用
+
+import json
+from datetime import date
+from pathlib import Path
+from db import _exec, rows, one
+
+
+def add_file_index(conn, module, owner_id, owner_version, category, path, external=True):
+    path = Path(path)
+    if not path.exists():
+        return
+    _exec(conn,
+        """INSERT INTO file_assets
+        (module,owner_id,owner_version,file_category,file_name,file_type,file_size,file_path,is_external)
+        VALUES (?,?,?,?,?,?,?,?,?)""",
+        (module, owner_id, owner_version, category, path.name, path.suffix.lower().lstrip("."), path.stat().st_size, str(path), 1 if external else 0),
+    )
+
+
+def attach_common(conn, resource, items):
+    """批量加载 followups 和 files，避免 N+1 查询"""
+    if not items:
+        return items
+    target_map = {"sales": "sales", "proposals": "proposal", "operations": "operation", "products": "product"}
+    target_type = target_map.get(resource)
+    ids = [item["id"] for item in items]
+
+    # 批量查 followups（一次性 IN 查询）
+    if target_type:
+        placeholders = ",".join(["?"] * len(ids))
+        all_followups = rows(
+            conn,
+            f"SELECT * FROM follow_up_records WHERE target_type=? AND target_id IN ({placeholders}) ORDER BY followed_at DESC, id DESC",
+            [target_type] + ids,
+        )
+        followups_by_id = {}
+        for fu in all_followups:
+            followups_by_id.setdefault(fu["target_id"], []).append(fu)
+        for item in items:
+            item["followups"] = followups_by_id.get(item["id"], [])
+            item["latest_follow_up_record"] = item["followups"][0]["content"] if item["followups"] else ""
+
+    # 批量查 files（proposals + operations）
+    file_modules = {"proposals": "proposal", "operations": "operation"}
+    if resource in file_modules:
+        module = file_modules[resource]
+        placeholders = ",".join(["?"] * len(ids))
+        all_files = rows(
+            conn,
+            f"SELECT * FROM file_assets WHERE module=? AND owner_id IN ({placeholders}) ORDER BY id DESC",
+            [module] + ids,
+        )
+        files_by_id = {}
+        for f in all_files:
+            files_by_id.setdefault(f["owner_id"], []).append(f)
+        for item in items:
+            item["files"] = files_by_id.get(item["id"], [])
+
+    return items
+
+
+def monthly_finance(conn, tenant="科普·无界"):
+    _year = date.today().year
+    months = [f"{_year}-{m:02d}" for m in range(1, 13)]
+    pfs = rows(conn,
+        "SELECT sign_amount, sign_month, status, budget_data, expense_data FROM project_finances WHERE tenant=? AND status='已签约'",
+        [tenant])
+
+    parsed_budgets = []
+    expense_maps = {}
+    for pf in pfs:
+        try:
+            budget = json.loads(pf.get("budget_data") or "[]")
+        except (json.JSONDecodeError, TypeError):
+            budget = []
+        budget_map = {}
+        for b in budget:
+            key = (b.get("month") or "").replace("-", "_")
+            budget_map[key] = {
+                "rev": float(b.get("rev") or 0),
+                "gross": float(b.get("gross") or 0),
+                "payment": float(b.get("payment") or 0),
+            }
+        parsed_budgets.append((pf, budget_map))
+
+        # Parse expense_data for cost/paid
+        try:
+            ed = json.loads(pf.get("expense_data") or "[]")
+        except (json.JSONDecodeError, TypeError):
+            ed = []
+        em = {}
+        for e in ed:
+            key = (e.get("month") or "").replace("-", "_")
+            em[key] = {
+                "cost": float(e.get("cost") or 0),
+                "paid": float(e.get("paid") or 0),
+            }
+        expense_maps[pf.get("id", id(pf))] = em
+
+    data = []
+    for month in months:
+        key = month.replace("-", "_")
+        revenue = gross = payment = cost = paid = sign = 0
+        for pf, budget_map in parsed_budgets:
+            if pf["status"] == "已签约" and (pf.get("sign_month") or "") == month:
+                sign += float(pf["sign_amount"] or 0)
+            b = budget_map.get(key)
+            if b:
+                revenue += b["rev"]
+                gross += b["gross"]
+                payment += b["payment"]
+            em = expense_maps.get(pf.get("id", id(pf)), {})
+            e = em.get(key)
+            if e:
+                cost += e["cost"]
+                paid += e["paid"]
+        data.append({
+            "month": month,
+            "revenue": round(revenue, 2),
+            "gross": round(gross, 2),
+            "payment": round(payment, 2),
+            "cost": round(cost, 2),
+            "paid": round(paid, 2),
+            "sign": round(sign, 2),
+        })
+    return data

backend/migrations/__init__.py

@@ -17,12 +17,17 @@ 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
+    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_split import migrate_data_split
     from migrations.seed import migrate_seed_users, migrate_seed_demo_data
 
     migrate_create_tables()
     migrate_add_columns()
     migrate_fix_task_status()
     migrate_rename_tenant()
+    migrate_drop_product_fields()
+    migrate_fix_service_fee_standard()
+    migrate_fix_expense_status()
+    migrate_data_split()
     migrate_seed_users()
     migrate_seed_demo_data()

backend/migrations/columns.py

@@ -3,7 +3,7 @@
 
 def _add_column_if_missing(conn, table, column, ddl):
     """检查列是否存在，不存在才加（幂等）"""
-    from flask_app import _exec, mysql, logger
+    from db import _exec, mysql, logger
 
     cur = conn.cursor(dictionary=True)
     cur.execute(f"SHOW COLUMNS FROM {table} LIKE %s", (column,))
@@ -19,7 +19,7 @@ def _add_column_if_missing(conn, table, column, ddl):
 
 def migrate_add_columns():
     """为老表补齐后续新增的字段"""
-    from flask_app import db
+    from db import db
 
     conn = db()
     try:
@@ -37,8 +37,20 @@ def migrate_add_columns():
             "ALTER TABLE business_proposals ADD COLUMN notes VARCHAR(2000) NOT NULL DEFAULT ''")
 
         # product_versions 扩展字段
-        _add_column_if_missing(conn, "product_versions", "platform",
-            "ALTER TABLE product_versions ADD COLUMN platform VARCHAR(100) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "product_versions", "priority",
+            "ALTER TABLE product_versions ADD COLUMN priority VARCHAR(10) NOT NULL DEFAULT 'P2'")
+        _add_column_if_missing(conn, "product_versions", "start_date",
+            "ALTER TABLE product_versions ADD COLUMN start_date VARCHAR(30) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "product_versions", "plan_date",
+            "ALTER TABLE product_versions ADD COLUMN plan_date VARCHAR(30) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "product_versions", "dev_done_date",
+            "ALTER TABLE product_versions ADD COLUMN dev_done_date VARCHAR(30) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "product_versions", "test_date",
+            "ALTER TABLE product_versions ADD COLUMN test_date VARCHAR(30) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "product_versions", "devs",
+            "ALTER TABLE product_versions ADD COLUMN devs VARCHAR(500) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "product_versions", "testers",
+            "ALTER TABLE product_versions ADD COLUMN testers VARCHAR(500) NOT NULL DEFAULT ''")
 
         # project_tasks 扩展字段
         _add_column_if_missing(conn, "project_tasks", "status",
@@ -55,6 +67,51 @@ def migrate_add_columns():
                 _add_column_if_missing(conn, "project_finances", col,
                     f"ALTER TABLE project_finances ADD COLUMN {col} DOUBLE NOT NULL DEFAULT 0")
 
+        # project_finances 总视图字段：已回款 / 成本 / 已付
+        _add_column_if_missing(conn, "project_finances", "total_payment",
+            "ALTER TABLE project_finances ADD COLUMN total_payment DOUBLE NOT NULL DEFAULT 0")
+        _add_column_if_missing(conn, "project_finances", "total_cost",
+            "ALTER TABLE project_finances ADD COLUMN total_cost DOUBLE NOT NULL DEFAULT 0")
+        _add_column_if_missing(conn, "project_finances", "total_paid",
+            "ALTER TABLE project_finances ADD COLUMN total_paid DOUBLE NOT NULL DEFAULT 0")
+
+        # project_finances 项目基本信息扩展字段
+        _add_column_if_missing(conn, "project_finances", "project_code",
+            "ALTER TABLE project_finances ADD COLUMN project_code VARCHAR(50) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "project_finances", "start_date",
+            "ALTER TABLE project_finances ADD COLUMN start_date VARCHAR(30) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "project_finances", "end_date",
+            "ALTER TABLE project_finances ADD COLUMN end_date VARCHAR(30) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "project_finances", "task_type",
+            "ALTER TABLE project_finances ADD COLUMN task_type VARCHAR(100) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "project_finances", "task_count",
+            "ALTER TABLE project_finances ADD COLUMN task_count DOUBLE NOT NULL DEFAULT 0")
+        _add_column_if_missing(conn, "project_finances", "service_fee_standard",
+            "ALTER TABLE project_finances ADD COLUMN service_fee_standard DOUBLE NOT NULL DEFAULT 0")
+        _add_column_if_missing(conn, "project_finances", "project_manager",
+            "ALTER TABLE project_finances ADD COLUMN project_manager VARCHAR(100) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "project_finances", "task_data",
+            "ALTER TABLE project_finances ADD COLUMN task_data TEXT")
+        _add_column_if_missing(conn, "project_finances", "contact_name",
+            "ALTER TABLE project_finances ADD COLUMN contact_name VARCHAR(100) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "project_finances", "contact_phone",
+            "ALTER TABLE project_finances ADD COLUMN contact_phone VARCHAR(50) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "project_finances", "other_info",
+            "ALTER TABLE project_finances ADD COLUMN other_info VARCHAR(500) NOT NULL DEFAULT ''")
+        # expense_records 字段迁移（重构为费用类型+月份+金额+已发生金额+费用说明）
+        _add_column_if_missing(conn, "expense_records", "expense_type",
+            "ALTER TABLE expense_records ADD COLUMN expense_type VARCHAR(100) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "expense_records", "expense_month",
+            "ALTER TABLE expense_records ADD COLUMN expense_month VARCHAR(20) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "expense_records", "incurred_amount",
+            "ALTER TABLE expense_records ADD COLUMN incurred_amount DOUBLE NOT NULL DEFAULT 0")
+        _add_column_if_missing(conn, "expense_records", "status",
+            "ALTER TABLE expense_records ADD COLUMN status VARCHAR(50) NOT NULL DEFAULT '计入费用'")
+
+        # project_finances 费用明细 JSON 数据
+        _add_column_if_missing(conn, "project_finances", "expense_data",
+            "ALTER TABLE project_finances ADD COLUMN expense_data TEXT")
+
         conn.commit()
         print("[migrate] 加列迁移完成")
     finally:

backend/migrations/data_fixes.py

@@ -3,7 +3,7 @@
 
 def migrate_fix_task_status():
     """修正 project_tasks 中非法的 status 值"""
-    from flask_app import db, _exec, mysql, logger
+    from db import db, _exec, mysql, logger
 
     conn = db()
     try:
@@ -28,7 +28,7 @@ def migrate_fix_task_status():
 
 def migrate_rename_tenant():
     """工作台重命名：无界·无界 → 学会·无界"""
-    from flask_app import db, _exec, mysql
+    from db import db, _exec, mysql
 
     conn = db()
     try:
@@ -47,3 +47,68 @@ def migrate_rename_tenant():
         conn.commit()
     finally:
         conn.close()
+
+
+def migrate_drop_product_fields():
+    """删除 product_versions 表的 owner / platform / feature_list 字段"""
+    from db import db, mysql
+
+    conn = db()
+    try:
+        for col in ["owner", "platform", "feature_list"]:
+            cur = conn.cursor(dictionary=True)
+            cur.execute("SHOW COLUMNS FROM product_versions LIKE %s", (col,))
+            exists = cur.fetchone()
+            cur.close()
+            if exists:
+                try:
+                    cur = conn.cursor()
+                    cur.execute(f"ALTER TABLE product_versions DROP COLUMN {col}")
+                    cur.close()
+                    conn.commit()
+                    print(f"[migrate] product_versions.{col} 列已删除")
+                except mysql.connector.Error as e:
+                    print(f"[migrate] 删除 {col} 失败: {e}")
+    finally:
+        conn.close()
+
+
+def migrate_fix_service_fee_standard():
+    """修正 project_finances.service_fee_standard 旧数据为默认值 5（5%）"""
+    from db import db
+
+    conn = db()
+    try:
+        cur = conn.cursor()
+        cur.execute(
+            "UPDATE project_finances SET service_fee_standard = 5 "
+            "WHERE service_fee_standard = 0 OR service_fee_standard IS NULL "
+            "OR service_fee_standard NOT IN (5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25)"
+        )
+        affected = cur.rowcount
+        cur.close()
+        if affected:
+            conn.commit()
+            print(f"[migrate] project_finances: {affected} 条记录 service_fee_standard 修正为 5")
+    finally:
+        conn.close()
+
+
+def migrate_fix_expense_status():
+    """修正 expense_records 中空的 status 为默认值「计入费用」"""
+    from db import db
+
+    conn = db()
+    try:
+        cur = conn.cursor()
+        cur.execute(
+            "UPDATE expense_records SET status='计入费用' "
+            "WHERE status IS NULL OR status='' OR status='待审批'"
+        )
+        affected = cur.rowcount
+        cur.close()
+        if affected:
+            conn.commit()
+            print(f"[migrate] expense_records: {affected} 条记录 status 修正为 '计入费用'")
+    finally:
+        conn.close()

backend/migrations/data_split.py

@@ -0,0 +1,56 @@
+"""migrations/data_split.py — 预算数据拆分迁移：budget_data → expense_data
+
+旧结构：budget_data = [{month, rev, gross, payment, cost, paid}]
+新结构：expense_data = [{month, expense_type, cost, paid, exp_note}]
+
+部署时自动：检测未拆分的旧数据，将 cost/paid 从 budget_data 迁移到 expense_data。
+幂等：只处理 expense_data 为空的记录。
+"""
+
+
+def migrate_data_split():
+    """一次性数据拆分迁移"""
+    from db import db, _exec
+    import json
+
+    conn = db()
+    try:
+        # 查询未迁移的记录
+        cur = conn.cursor(dictionary=True)
+        cur.execute(
+            "SELECT id, budget_data, expense_data FROM project_finances "
+            "WHERE (expense_data IS NULL OR expense_data = '' OR expense_data = '[]') "
+            "AND budget_data IS NOT NULL AND budget_data != '' AND budget_data != '[]'"
+        )
+        rows = cur.fetchall()
+        cur.close()
+
+        migrated = 0
+        for row in rows:
+            try:
+                budget = json.loads(row.get("budget_data") or "[]")
+            except (json.JSONDecodeError, TypeError):
+                continue
+
+            expense_rows = []
+            for b in budget:
+                expense_rows.append({
+                    "month": b.get("month", ""),
+                    "expense_type": "",
+                    "cost": float(b.get("cost") or 0),
+                    "paid": float(b.get("paid") or 0),
+                    "exp_note": "",
+                })
+
+            if expense_rows:
+                _exec(
+                    conn,
+                    "UPDATE project_finances SET expense_data = ? WHERE id = ?",
+                    (json.dumps(expense_rows, ensure_ascii=False), row["id"]),
+                )
+                migrated += 1
+
+        conn.commit()
+        print(f"[migrate] 数据拆分迁移完成：{migrated} 条记录已从 budget_data 提取 cost/paid 到 expense_data")
+    finally:
+        conn.close()

backend/migrations/seed.py

@@ -5,7 +5,8 @@ from datetime import date
 
 def migrate_seed_users():
     """初始化默认用户和工作台权限（仅空库时执行）"""
-    from flask_app import db, _exec, one, generate_password_hash
+    from db import db, _exec, one
+    from werkzeug.security import generate_password_hash
 
     conn = db()
     try:
@@ -42,7 +43,8 @@ def migrate_seed_users():
 
 def migrate_seed_demo_data():
     """填充初始示例数据（仅在空库时执行）"""
-    from flask_app import db, one, seed_db
+    from db import db, one
+    from migrations.seed_data import seed_db
 
     conn = db()
     try:

backend/migrations/seed_data.py

@@ -0,0 +1,285 @@
+# seed_data.py — 丰富示例数据填充（仅在空库时执行一次）
+# 为每个工作台生成 > 1 亿的总规模，覆盖万/十万/百万/千万量级
+
+import json
+import random
+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"]
+
+# 每个工作台的差异化客户和项目模板
+TENANT_CUSTOMERS = {
+    "科普·无界": [
+        ("信达生物", ["肿瘤免疫科普年度框架", "信迪利单抗医生教育", "CSCO卫星会项目", "患者随访管理系统"]),
+        ("百利天恒", ["BL-B01D1上市前教育", "双抗药物科普专区", "数字人患教视频"]),
+        ("齐鲁制药", ["多产品线医生教育", "安可达学术推广", "基层医疗科普巡讲"]),
+        ("天广实生物", ["血液肿瘤科普项目", "CD20单抗学术推广"]),
+        ("复星医药", ["复宏汉霖学术年会", "CAR-T患者教育"]),
+    ],
+    "科研·无界": [
+        ("北京协和医院", ["临床研究数据采集系统", "罕见病队列研究", "AI辅助诊断验证"]),
+        ("中国人民解放军总医院", ["战场创伤数据平台", "远程会诊系统"]),
+        ("复旦大学附属华山医院", ["脑卒中AI预警系统", "神经内科临床研究"]),
+        ("中山大学肿瘤防治中心", ["鼻咽癌早筛项目", "真实世界研究平台"]),
+        ("四川大学华西医院", ["精准医学大数据平台", "基层科研能力提升"]),
+    ],
+    "医患·无界": [
+        ("平安好医生", ["在线问诊科普内容", "慢病管理专区", "随访SOP标准化"]),
+        ("微医集团", ["互联网医院患教系统", "云药房科普推送"]),
+        ("丁香园", ["医生社区运营升级", "用药助手科普专区"]),
+        ("圆心科技", ["药房患者教育", "DTP药房随访管理", "罕见病用药指导"]),
+        ("国药控股", ["国药患者管理平台", "肿瘤药房随访系统"]),
+    ],
+    "MCN·无界": [
+        ("抖音健康", ["医学IP孵化矩阵", "短视频科普内容制作", "健康直播运营"]),
+        ("快手健康", ["医生个人IP打造", "快手健康科普专区"]),
+        ("小红书医美", ["皮肤健康科普矩阵", "医美科普合规审核"]),
+        ("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": [
+        ("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"]),
+        ("中国药学会", ["合理用药科普平台", "药师继续教育"]),
+        ("中华护理学会", ["护理科研能力提升", "专科护士培训系统"]),
+    ],
+}
+
+# 签约金额模板：每个工作台的千万/百万/十万/万级别项目的签约金额
+def generate_sign_amounts():
+    amounts = []
+    # 千万级：2个（4000-7000万）
+    amounts.append(random.randint(4500, 7000) * 10000)
+    amounts.append(random.randint(4000, 6500) * 10000)
+    # 百万级：4个（400-980万）
+    for _ in range(4):
+        amounts.append(random.randint(400, 980) * 10000)
+    # 十万级：4个（30-98万）
+    for _ in range(4):
+        amounts.append(random.randint(30, 98) * 10000)
+    # 万级：3个（3-10万）
+    for _ in range(3):
+        amounts.append(random.randint(3, 10) * 10000)
+    return sorted(amounts, reverse=True)
+
+
+# 生成 budget_data JSON（每月确收/毛利/回款）
+def make_budget_data(sign_amount, signed_month, status):
+    """生成12个月的预算数据"""
+    months = []
+    start_m = int(signed_month.split("-")[1]) if signed_month else 1
+    rev_total = sign_amount if status == "已签约" else int(sign_amount * random.uniform(0.3, 0.7))
+    gross_rate = random.uniform(0.25, 0.55)
+    payment_rate = random.uniform(0.7, 0.95)
+
+    for i in range(12):
+        m = (start_m + i - 1) % 12 + 1
+        yr = 2026 + (start_m + i - 1) // 12
+        month_key = f"{yr}-{m:02d}"
+
+        # 越往后确收越多
+        progress = min(1.0, (i + 1) / max(1, random.randint(3, 8)))
+        rev = round(rev_total * progress * random.uniform(0.85, 1.15))
+        gross = round(rev * gross_rate * random.uniform(0.9, 1.1))
+        payment = round(rev * payment_rate * random.uniform(0.85, 1.15))
+        cost = round(rev * random.uniform(0.3, 0.5))
+        paid = round(cost * random.uniform(0.8, 1.0))
+
+        months.append({
+            "month": month_key,
+            "rev": rev,
+            "gross": gross,
+            "payment": payment,
+            "cost": cost,
+            "paid": paid,
+        })
+    return json.dumps(months)
+
+
+# 生成 expense_data（平台费用）
+def make_expense_data():
+    """生成若干条费用记录"""
+    items = []
+    expense_types = ["平台采购", "人力成本", "研发费用", "通用费用", "奖金"]
+    for q in range(1, 7):
+        for et in random.sample(expense_types, random.randint(2, 4)):
+            month_str = f"2026-{q:02d}"
+            amount = random.randint(5000, 150000)
+            incurred = int(amount * random.uniform(0.6, 1.0))
+            items.append({"month": month_str, "expense_type": et, "amount": amount, "incurred": incurred})
+    return json.dumps(items)
+
+
+def seed_db():
+    """填充丰富示例数据"""
+    conn = db()
+    try:
+        if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
+            return
+
+        today = date.today().isoformat()
+        pf_ids = {}  # tenant -> [project_finance_ids]
+
+        for tenant in TENANTS:
+            customers = TENANT_CUSTOMERS[tenant]
+            amounts = generate_sign_amounts()
+            cust_idx = 0
+
+            for i, sign_amount in enumerate(amounts):
+                cust_name, projects = customers[cust_idx % len(customers)]
+                proj_name = projects[i % len(projects)] if i < len(projects) else f"{cust_name} 项目{i+1}"
+                cust_idx += i % 3
+
+                # 70% 已签约, 30% 待签约
+                status = "已签约" if random.random() < 0.7 else "待签约"
+                sign_month = f"2026-{random.randint(1, 6):02d}" if status == "已签约" else ""
+                project_code = f"{tenant[:2]}-2026-{i+1:03d}"
+                business_type = random.choice(["学术推广", "医生教育", "患者管理", "科研合作", "科普内容"])
+
+                # 如果签约，总额 = 签约额；否则为0
+                total_rev = int(sign_amount * random.uniform(0.8, 1.0)) if status == "已签约" else 0
+                total_gross = int(total_rev * random.uniform(0.25, 0.5)) if status == "已签约" else 0
+                total_payment = int(total_rev * random.uniform(0.7, 0.9)) if status == "已签约" else 0
+                total_cost = int(total_rev * random.uniform(0.3, 0.5)) if status == "已签约" else 0
+                total_paid = int(total_cost * random.uniform(0.7, 0.95)) if status == "已签约" else 0
+
+                budget_data = make_budget_data(sign_amount, sign_month, status)
+                expense_data = make_expense_data() if status == "已签约" else "[]"
+                task_data = json.dumps([
+                    {"task": f"{proj_name} 项目启动", "due": f"2026-{min(12, 1+i//2):02d}-01", "status": "已完成" if i < 8 else "进行中"},
+                    {"task": f"方案评审与确认", "due": f"2026-{min(12, 2+i//2):02d}-15", "status": "已完成" if i < 6 else "进行中"},
+                    {"task": f"内容生产阶段", "due": f"2026-{min(12, 3+i//2):02d}-30", "status": "进行中"},
+                ])
+
+                cur = _exec(conn, """
+                    INSERT INTO project_finances
+                    (tenant, project_id, business_type, customer_name, sign_amount, sign_month, status,
+                     sales_person, total_rev, total_gross, total_payment, total_cost, total_paid,
+                     budget_data, expense_data, task_data,
+                     project_code, start_date, end_date, task_type, task_count,
+                     service_fee_standard, project_manager, contact_name, contact_phone, other_info,
+                     created_at, updated_at)
+                    VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
+                """, (
+                    tenant, f"PF-{tenant[:2]}-{i+1:04d}", business_type, cust_name,
+                    sign_amount, sign_month, status,
+                    f"销售{random.choice(['A','B','C','D'])}", total_rev, total_gross,
+                    total_payment, total_cost, total_paid,
+                    budget_data, expense_data, task_data,
+                    project_code, f"2026-{random.randint(1,3):02d}-01", f"2026-{random.randint(9,12):02d}-30",
+                    random.choice(["内容生产", "视频制作", "专家访谈", "学术会议", "患者教育"]),
+                    random.randint(10, 100), random.choice([800, 1000, 1200, 1500, 2000]),
+                    f"经理{random.choice(['A','B','C'])}", f"联系人{random.randint(1,20)}",
+                    f"1380000{random.randint(1000,9999)}", f"备注信息 {i+1}",
+                    today, today,
+                ))
+                # Store for later use
+                pf_ids.setdefault(tenant, []).append((cur.lastrowid, proj_name, cust_name, status))
+
+            # operation_projects: 每个工作台 3-5 个
+            op_count = random.randint(3, 5)
+            for j in range(op_count):
+                pf_row = random.choice(pf_ids[tenant])
+                cur2 = _exec(conn, """
+                    INSERT INTO operation_projects
+                    (tenant, project_name, project_version, project_type, project_status,
+                     current_stage, owner, start_date, end_date, target_customer, customer_need,
+                     expected_contract_amount, expected_sign_date, sign_probability, next_action,
+                     sop_stage, execution_progress, current_deliverable, notes)
+                    VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
+                """, (
+                    tenant, f"{pf_row[1]} 运营方案", "v1.0",
+                    "execution" if random.random() < 0.6 else "opportunity",
+                    "SOP 执行中" if random.random() < 0.6 else "方案已提交",
+                    random.choice(["商务推进", "内容生产", "渠道分发"]),
+                    f"OPC{random.randint(1,5)}", "2026-06-01", "2026-12-31",
+                    pf_row[2], "科普内容项目执行与管理",
+                    pf_row[0] if pf_row[3] == "已签约" else random.randint(50, 300) * 10000,
+                    "2026-06", 70 + random.randint(0, 30),
+                    "补齐版本要求文件并更新下一节点",
+                    "SOP 执行", random.randint(30, 80), "当前交付物 v1.0",
+                    "运营备注",
+                ))
+                _exec(conn, """
+                    INSERT INTO follow_up_records
+                    (target_type, target_id, followed_at, content, next_action, follower)
+                    VALUES (?,?,?,?,?,?)
+                """, (
+                    "operation", cur2.lastrowid, today,
+                    f"运营项目跟进：{pf_row[1]}，当前进度正常", "继续推进下一里程碑",
+                    f"销售{random.choice(['A','B'])}",
+                ))
+
+            # expense_records: 每个工作台 15-20 条
+            expense_count = random.randint(15, 20)
+            expense_types = ["通用费用", "平台采购", "人力成本", "研发费用", "奖金", "其他"]
+            for j in range(expense_count):
+                et = random.choice(expense_types)
+                month_str = f"2026-{random.randint(1, 6):02d}"
+                amount = random.randint(5000, 500000)
+                incurred = int(amount * random.uniform(0.5, 1.0))
+                _exec(conn, """
+                    INSERT INTO expense_records
+                    (tenant, expense_type, expense_month, amount, incurred_amount, notes, status)
+                    VALUES (?,?,?,?,?,?,?)
+                """, (
+                    tenant, et, month_str, amount, incurred,
+                    f"{et} - {random.choice(['季度预算', '紧急支出', '常规费用', '项目费用'])}",
+                    "计入费用",
+                ))
+
+            print(f"[seed] {tenant}: {len(amounts)} 项目, {op_count} 运营项目, {expense_count} 费用记录")
+
+        conn.commit()  # 提交所有工作台的核心数据
+
+        # 全域数据：sales_leads 对所有 tenant 可见
+        global_sales = [
+            ("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架"),
+            ("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育"),
+            ("信达生物", "P0", "已签约", "现有科普项目升级/续约"),
+            ("三生制药", "P1", "待跟进", "多科室医生教育+患者科普"),
+            ("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会"),
+        ]
+        for customer, priority, status, note in global_sales:
+            cur = _exec(conn,
+                "INSERT INTO sales_leads (target_customer, priority, status, created_at) VALUES (?,?,?,?)",
+                (customer, priority, status, today),
+            )
+            _exec(conn,
+                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action,follower) VALUES (?,?,?,?,?,?)",
+                ("sales", cur.lastrowid, today, note, "明确下一次沟通", "销售A"),
+            )
+
+        # 全域 business_proposals
+        cur = _exec(conn,
+            "INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date, tenant) VALUES (?,?,?,?,?,?)",
+            ("信达生物", "v1.5", "信达科普项目续约与报价方案", "已提交客户", "2026-05-28", "科普·无界"),
+        )
+        proposal_id = cur.lastrowid
+
+        # 全域 product_versions
+        products = [
+            ("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "2026-Q3", "规划中", "P1"),
+            ("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "2026-Q3", "设计中", "P0"),
+            ("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "2026-Q3", "规划中", "P2"),
+            ("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "2026-Q3", "规划中", "P2"),
+            ("渠道分发引擎", "v1.0", "六渠道统一分发", "2027-Q1", "规划中", "P1"),
+        ]
+        for p in products:
+            cur = _exec(conn,
+                "INSERT INTO product_versions (product_name,version,version_goal,launch_date,status,priority,tenant) VALUES (?,?,?,?,?,?,?)",
+                (*p, "科普·无界"),
+            )
+            _exec(conn,
+                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action,follower) VALUES (?,?,?,?,?,?)",
+                ("product", cur.lastrowid, today, f"{p[0]} {p[1]}：{p[2]}", "按路线图推进", "产品经理"),
+            )
+
+        conn.commit()
+        print("[seed] 丰富示例数据已填充")
+    finally:
+        conn.close()

backend/migrations/tables.py

@@ -3,7 +3,7 @@
 
 def migrate_create_tables():
     """确保所有业务表存在（幂等）"""
-    from flask_app import db, _exec, mysql, logger
+    from db import db, _exec, mysql, logger
 
     conn = db()
     try:
@@ -146,6 +146,17 @@ def migrate_create_tables():
   budget_data TEXT,
   created_at VARCHAR(30) NOT NULL DEFAULT '',
   updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS expense_records (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界',
+  expense_type VARCHAR(100) NOT NULL DEFAULT '',
+  expense_month VARCHAR(20) NOT NULL DEFAULT '',
+  amount DOUBLE NOT NULL DEFAULT 0,
+  incurred_amount DOUBLE NOT NULL DEFAULT 0,
+  notes VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
 )""",
         ]
 

backend/routes.py

@@ -0,0 +1,853 @@
+# routes.py — 全部 HTTP 路由（Blueprint）
+# 依赖：flask, db.py, helpers.py, werkzeug
+
+import os
+import json
+from datetime import date
+from pathlib import Path
+
+from flask import Blueprint, jsonify, render_template, request, send_file, session, redirect
+from werkzeug.security import generate_password_hash, check_password_hash
+
+from db import db, now, _exec, rows, one, UPLOAD_DIR
+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"]
+
+TABLES = {
+    "sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
+    "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "proposal_type", "notes", "tenant"]),
+    "operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes", "tenant"]),
+    "products": ("product_versions", ["product_name", "version", "version_goal", "priority", "start_date", "plan_date", "dev_done_date", "test_date", "launch_date", "status", "notes", "tenant"]),
+    "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
+    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "priority", "tenant"]),
+    "projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "owner", "total_rev", "total_gross", "total_payment", "total_cost", "total_paid", "budget_data", "expense_data", "start_date", "end_date", "task_type", "task_count", "service_fee_standard", "project_manager", "task_data", "project_code", "contact_name", "contact_phone", "other_info"]),
+    "expense": ("expense_records", ["expense_type", "expense_month", "amount", "incurred_amount", "notes", "status", "tenant"]),
+}
+
+# ---------- 鉴权装饰器 ----------
+
+def login_required(f):
+    from functools import wraps
+    @wraps(f)
+    def decorated(*args, **kwargs):
+        if "user_id" not in session:
+            return jsonify({"error": "未登录"}), 401
+        return f(*args, **kwargs)
+    return decorated
+
+
+def admin_required(f):
+    from functools import wraps
+    @wraps(f)
+    def decorated(*args, **kwargs):
+        if "user_id" not in session:
+            return jsonify({"error": "未登录"}), 401
+        if session.get("role") != "admin":
+            return jsonify({"error": "无权限"}), 403
+        return f(*args, **kwargs)
+    return decorated
+
+
+# ---------- 认证路由 ----------
+
+@bp.route("/login")
+def login_page():
+    return render_template("login.html")
+
+
+@bp.route("/api/auth/login", methods=["POST"])
+def auth_login():
+    data = request.get_json(force=True) or {}
+    username = data.get("username", "").strip()
+    password = data.get("password", "")
+    conn = db()
+    try:
+        user = one(conn, "SELECT * FROM users WHERE username=?", (username,))
+        if not user or not check_password_hash(user["password_hash"], password):
+            return jsonify({"error": "用户名或密码错误"}), 401
+        session["user_id"] = user["id"]
+        session["username"] = user["username"]
+        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"]
+        else:
+            ut = rows(conn, "SELECT tenant FROM user_tenants WHERE user_id=?", (user["id"],))
+            session["tenants"] = [x["tenant"] for x in ut]
+        return jsonify({
+            "ok": True,
+            "user": {"id": user["id"], "username": user["username"], "display_name": user["display_name"], "role": user["role"]},
+            "tenants": session["tenants"],
+        })
+    finally:
+        conn.close()
+
+
+@bp.route("/api/auth/logout", methods=["POST"])
+def auth_logout():
+    session.clear()
+    return jsonify({"ok": True})
+
+
+@bp.route("/api/auth/me")
+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
+    return jsonify({
+        "logged_in": True,
+        "user": {"id": session["user_id"], "username": session["username"], "display_name": session["display_name"], "role": session["role"]},
+        "tenants": tenants,
+    })
+
+
+# ---------- 账号管理 ----------
+
+@bp.route("/api/users")
+@admin_required
+def list_users():
+    conn = db()
+    try:
+        users = rows(conn, "SELECT id, username, display_name, role, created_at FROM users ORDER BY id")
+        ut_rows = rows(conn, "SELECT user_id, tenant FROM user_tenants")
+        tenant_map = {}
+        for r in ut_rows:
+            tenant_map.setdefault(r["user_id"], []).append(r["tenant"])
+        for u in users:
+            u["tenants"] = tenant_map.get(u["id"], [])
+        return jsonify(users)
+    finally:
+        conn.close()
+
+
+@bp.route("/api/users", methods=["POST"])
+@admin_required
+def create_user():
+    data = request.get_json(force=True)
+    username = (data.get("username") or "").strip()
+    display_name = (data.get("display_name") or "").strip()
+    password = data.get("password") or ""
+    role = data.get("role") or "opc_owner"
+    tenants = data.get("tenants") or []
+    if not username or not password or not display_name:
+        return jsonify({"error": "用户名/密码/显示名不能为空"}), 400
+    if role not in ("admin", "opc_owner"):
+        return jsonify({"error": "角色非法"}), 400
+    conn = db()
+    try:
+        if one(conn, "SELECT id FROM users WHERE username=?", (username,)):
+            return jsonify({"error": "用户名已存在"}), 400
+        _exec(conn, "INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)",
+              (username, generate_password_hash(password, "pbkdf2:sha256"), display_name, role, date.today().isoformat()))
+        u = one(conn, "SELECT id FROM users WHERE username=?", (username,))
+        for t in tenants:
+            if t in ALL_TENANTS:
+                _exec(conn, "INSERT IGNORE INTO user_tenants (user_id, tenant) VALUES (?,?)", (u["id"], t))
+        conn.commit()
+        return jsonify({"ok": True, "id": u["id"]})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/users/<int:uid>", methods=["PUT"])
+@admin_required
+def update_user(uid):
+    data = request.get_json(force=True)
+    conn = db()
+    try:
+        u = one(conn, "SELECT * FROM users WHERE id=?", (uid,))
+        if not u:
+            return jsonify({"error": "用户不存在"}), 404
+        display_name = (data.get("display_name") or "").strip() or u["display_name"]
+        role = data.get("role") or u["role"]
+        if role not in ("admin", "opc_owner"):
+            return jsonify({"error": "角色非法"}), 400
+        password = data.get("password") or ""
+        if password:
+            _exec(conn, "UPDATE users SET display_name=?, role=?, password_hash=? WHERE id=?",
+                  (display_name, role, generate_password_hash(password, "pbkdf2:sha256"), uid))
+        else:
+            _exec(conn, "UPDATE users SET display_name=?, role=? WHERE id=?", (display_name, role, uid))
+        if "tenants" in data:
+            _exec(conn, "DELETE FROM user_tenants WHERE user_id=?", (uid,))
+            for t in data["tenants"]:
+                if t in ALL_TENANTS:
+                    _exec(conn, "INSERT IGNORE INTO user_tenants (user_id, tenant) VALUES (?,?)", (uid, t))
+        if role != "admin":
+            admin_count = one(conn, "SELECT COUNT(*) AS c FROM users WHERE role='admin'")["c"]
+            if admin_count == 0:
+                return jsonify({"error": "至少保留一个管理员"}), 400
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/users/<int:uid>", methods=["DELETE"])
+@admin_required
+def delete_user(uid):
+    if uid == session.get("user_id"):
+        return jsonify({"error": "不能删除当前登录账号"}), 400
+    conn = db()
+    try:
+        u = one(conn, "SELECT * FROM users WHERE id=?", (uid,))
+        if not u:
+            return jsonify({"error": "用户不存在"}), 404
+        if u["role"] == "admin":
+            admin_count = one(conn, "SELECT COUNT(*) AS c FROM users WHERE role='admin'")["c"]
+            if admin_count <= 1:
+                return jsonify({"error": "至少保留一个管理员"}), 400
+        _exec(conn, "DELETE FROM user_tenants WHERE user_id=?", (uid,))
+        _exec(conn, "DELETE FROM users WHERE id=?", (uid,))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/tenants")
+def list_tenants():
+    return jsonify(ALL_TENANTS)
+
+
+# ---------- 首页 + bootstrap ----------
+
+@bp.route("/")
+def index():
+    if "user_id" not in session:
+        return redirect("/login")
+    return render_template("index.html")
+
+
+@bp.route("/api/bootstrap")
+def bootstrap():
+    if "user_id" not in session:
+        return jsonify({"error": "未登录"}), 401
+    _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
+    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"]
+            all_metrics = []
+            all_monthly = []
+            all_recent = []
+            for t in real_tenants:
+                t_pfs = rows(conn, "SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", [t])
+                t_ops = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects WHERE tenant=? ORDER BY id ASC", [t]))
+                t_sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", [t]))
+                t_products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", [t]))
+                t_expense = rows(conn, "SELECT * FROM expense_records WHERE tenant=?", [t])
+                t_proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", [t]))
+                t_signed_pfs = [x for x in t_pfs if x["status"] == "已签约"]
+                def t_parse_budget(pf):
+                    try:
+                        budget = json.loads(pf.get("budget_data") or "[]")
+                    except (json.JSONDecodeError, TypeError):
+                        budget = []
+                    return {(b.get("month") or "").replace("-", "_"): b for b in budget}
+                t_bm = {pf["id"]: t_parse_budget(pf) for pf in t_pfs}
+                def t_sum_budget(field, months_range):
+                    total = 0
+                    for pf in t_pfs:
+                        bm = t_bm.get(pf["id"], {})
+                        for m in months_range:
+                            b = bm.get(f"{_year}_{m:02d}")
+                            if b:
+                                total += float(b.get(field) or 0)
+                    return total
+
+                def t_parse_expense(pf):
+                    try:
+                        ed = json.loads(pf.get("expense_data") or "[]")
+                    except (json.JSONDecodeError, TypeError):
+                        ed = []
+                    return {(e.get("month") or "").replace("-", "_"): e for e in ed}
+
+                t_em = {pf["id"]: t_parse_expense(pf) for pf in t_pfs}
+
+                def t_sum_expense(field, months_range):
+                    total = 0
+                    for pf in t_pfs:
+                        em = t_em.get(pf["id"], {})
+                        for m in months_range:
+                            e = em.get(f"{_year}_{m:02d}")
+                            if e:
+                                total += float(e.get(field) or 0)
+                    return total
+
+                _now_month = date.today().month
+                _q_start = ((_now_month - 1) // 3) * 3 + 1
+                _q_range = range(_q_start, _q_start + 3)
+                _q_months = [f"{_year}-{m:02d}" for m in _q_range]
+                _prev_q_start = ((_now_month - 4) // 3) * 3 + 1
+                _prev_q_range = range(max(_prev_q_start, 1), _prev_q_start + 3)
+                _prev_q_months = [f"{_year}-{m:02d}" for m in _prev_q_range]
+                _prev_month = _now_month - 1 if _now_month > 1 else None
+                all_metrics.append({
+                    "total_projects": len(t_signed_pfs),
+                    "total_proposals": len(t_ops),
+                    "total_products": len(t_proposals),
+                    "upcoming_products": len(t_products),
+                    "signed_amount": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
+                    "signed_annual": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
+                    "signed_q2": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months),
+                    "signed_month": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"{_year}-{_now_month:02d}"),
+                    "signed_prev_q": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _prev_q_months),
+                    "signed_prev_month": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"{_year}-{_prev_month:02d}") if _prev_month else 0,
+                    "revenue_annual": t_sum_budget("rev", range(1, 13)),
+                    "revenue_q2": t_sum_budget("rev", _q_range),
+                    "monthly_revenue": t_sum_budget("rev", [_now_month]),
+                    "revenue_prev_q": t_sum_budget("rev", _prev_q_range),
+                    "revenue_prev_month": t_sum_budget("rev", [_prev_month]) if _prev_month else 0,
+                    "gross_annual": t_sum_budget("gross", range(1, 13)),
+                    "gross_q2": t_sum_budget("gross", _q_range),
+                    "monthly_net_profit": t_sum_budget("gross", [_now_month]),
+                    "gross_prev_q": t_sum_budget("gross", _prev_q_range),
+                    "gross_prev_month": t_sum_budget("gross", [_prev_month]) if _prev_month else 0,
+                    "payment_annual": t_sum_budget("payment", range(1, 13)),
+                    "payment_q2": t_sum_budget("payment", _q_range),
+                    "payment_month": t_sum_budget("payment", [_now_month]),
+                    "payment_prev_q": t_sum_budget("payment", _prev_q_range),
+                    "payment_prev_month": t_sum_budget("payment", [_prev_month]) if _prev_month else 0,
+                    "cost_annual": t_sum_expense("cost", range(1, 13)),
+                    "cost_q2": t_sum_expense("cost", _q_range),
+                    "cost_month": t_sum_expense("cost", [_now_month]),
+                    "cost_prev_q": t_sum_expense("cost", _prev_q_range),
+                    "cost_prev_month": t_sum_expense("cost", [_prev_month]) if _prev_month else 0,
+                })
+                # 费用汇总（从 expense_records 表计算）
+                def t_expense_sum(m_range):
+                    total = 0
+                    for r in t_expense:
+                        if (r.get("status") or "") == "暂不计入": continue
+                        m = (r.get("expense_month") or "").strip()
+                        if not m or "-" not in m: continue
+                        try:
+                            if int(m.split("-")[1]) in m_range:
+                                total += float(r.get("amount") or 0)
+                        except: pass
+                    return total
+                all_metrics[-1]["expense_annual"] = t_expense_sum(range(1, 13))
+                all_metrics[-1]["expense_q2"] = t_expense_sum(_q_range)
+                all_metrics[-1]["expense_month"] = t_expense_sum([_now_month])
+                all_metrics[-1]["expense_prev_q"] = t_expense_sum(_prev_q_range)
+                all_metrics[-1]["expense_prev_month"] = t_expense_sum([_prev_month]) if _prev_month else 0
+                all_metrics[-1]["paid_annual"] = t_sum_expense("paid", range(1, 13))
+                all_metrics[-1]["paid_q2"] = t_sum_expense("paid", _q_range)
+                all_metrics[-1]["paid_month"] = t_sum_expense("paid", [_now_month])
+                all_metrics[-1]["paid_prev_q"] = t_sum_expense("paid", _prev_q_range)
+                all_metrics[-1]["paid_prev_month"] = t_sum_expense("paid", [_prev_month]) if _prev_month else 0
+                all_metrics[-1]["proj_expense_annual"] = t_sum_budget("expense", range(1, 13))
+                all_metrics[-1]["proj_expense_q2"] = t_sum_budget("expense", _q_range)
+                all_metrics[-1]["proj_expense_month"] = t_sum_budget("expense", [_now_month])
+                all_metrics[-1]["proj_expense_prev_q"] = t_sum_budget("expense", _prev_q_range)
+                all_metrics[-1]["proj_expense_prev_month"] = t_sum_budget("expense", [_prev_month]) if _prev_month else 0
+                all_metrics[-1]["cashflow_annual"] = all_metrics[-1]["payment_annual"] - all_metrics[-1]["paid_annual"]
+                all_metrics[-1]["cashflow_q2"] = all_metrics[-1]["payment_q2"] - all_metrics[-1]["paid_q2"]
+                all_metrics[-1]["cashflow_month"] = all_metrics[-1]["payment_month"] - all_metrics[-1]["paid_month"]
+                all_metrics[-1]["cashflow_prev_q"] = all_metrics[-1]["payment_prev_q"] - all_metrics[-1]["paid_prev_q"]
+                all_metrics[-1]["cashflow_prev_month"] = all_metrics[-1]["payment_prev_month"] - all_metrics[-1]["paid_prev_month"]
+                def t_expense_paid_sum(m_range):
+                    total = 0
+                    for r in t_expense:
+                        if (r.get("status") or "") == "暂不计入": continue
+                        m = (r.get("expense_month") or "").strip()
+                        if not m or "-" not in m: continue
+                        try:
+                            if int(m.split("-")[1]) in m_range:
+                                total += float(r.get("incurred_amount") or 0)
+                        except: pass
+                    return total
+                all_metrics[-1]["expense_paid_annual"] = t_expense_paid_sum(range(1, 13))
+                all_metrics[-1]["expense_paid_q2"] = t_expense_paid_sum(_q_range)
+                all_metrics[-1]["expense_paid_month"] = t_expense_paid_sum([_now_month])
+                all_metrics[-1]["expense_paid_prev_q"] = t_expense_paid_sum(_prev_q_range)
+                all_metrics[-1]["expense_paid_prev_month"] = t_expense_paid_sum([_prev_month]) if _prev_month else 0
+                all_metrics[-1]["dept_cf_annual"] = all_metrics[-1]["cashflow_annual"] - all_metrics[-1]["expense_paid_annual"]
+                all_metrics[-1]["dept_cf_q2"] = all_metrics[-1]["cashflow_q2"] - all_metrics[-1]["expense_paid_q2"]
+                all_metrics[-1]["dept_cf_month"] = all_metrics[-1]["cashflow_month"] - all_metrics[-1]["expense_paid_month"]
+                all_metrics[-1]["dept_cf_prev_q"] = all_metrics[-1]["cashflow_prev_q"] - all_metrics[-1]["expense_paid_prev_q"]
+                all_metrics[-1]["dept_cf_prev_month"] = all_metrics[-1]["cashflow_prev_month"] - all_metrics[-1]["expense_paid_prev_month"]
+                all_metrics[-1]["profit_annual"] = all_metrics[-1]["gross_annual"] - all_metrics[-1]["proj_expense_annual"]
+                all_metrics[-1]["profit_q2"] = all_metrics[-1]["gross_q2"] - all_metrics[-1]["proj_expense_q2"]
+                all_metrics[-1]["profit_month"] = all_metrics[-1]["monthly_net_profit"] - all_metrics[-1]["proj_expense_month"]
+                all_metrics[-1]["profit_prev_q"] = all_metrics[-1]["gross_prev_q"] - all_metrics[-1]["proj_expense_prev_q"]
+                all_metrics[-1]["profit_prev_month"] = all_metrics[-1]["gross_prev_month"] - all_metrics[-1]["proj_expense_prev_month"]
+                all_monthly.append(monthly_finance(conn, t))
+                all_recent.extend(rows(conn, "SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 4", [t]))
+            agg = {}
+            for key in ["total_projects","total_proposals","total_products","upcoming_products","signed_amount","signed_annual","signed_q2","signed_month","signed_prev_q","signed_prev_month","revenue_annual","revenue_q2","monthly_revenue","revenue_prev_q","revenue_prev_month","gross_annual","gross_q2","monthly_net_profit","gross_prev_q","gross_prev_month","payment_annual","payment_q2","payment_month","payment_prev_q","payment_prev_month","cost_annual","cost_q2","cost_month","cost_prev_q","cost_prev_month","expense_annual","expense_q2","expense_month","expense_prev_q","expense_prev_month","paid_annual","paid_q2","paid_month","paid_prev_q","paid_prev_month","cashflow_annual","cashflow_q2","cashflow_month","cashflow_prev_q","cashflow_prev_month","expense_paid_annual","expense_paid_q2","expense_paid_month","expense_paid_prev_q","expense_paid_prev_month","dept_cf_annual","dept_cf_q2","dept_cf_month","dept_cf_prev_q","dept_cf_prev_month","profit_annual","profit_q2","profit_month","profit_prev_q","profit_prev_month","proj_expense_annual","proj_expense_q2","proj_expense_month","proj_expense_prev_q","proj_expense_prev_month"]:
+                agg[key] = sum(m.get(key, 0) for m in all_metrics)
+            merged_monthly = []
+            for i in range(12):
+                m = {"month": all_monthly[0][i]["month"] if all_monthly and len(all_monthly[0]) > i else f"{_year}-{i+1:02d}"}
+                for field in ["revenue","gross","payment","cost","paid","sign"]:
+                    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",
+                "metrics": agg,
+                "recent": sorted(all_recent, key=lambda x: x.get("id", 0), reverse=True)[:8],
+                "risks": [],
+            }
+            return jsonify({"summary": summary, "sales": [], "proposals": [], "operations": [], "products": [], "finance": [], "projectFinances": [], "financeMonthly": merged_monthly, "tasks": [], "expense": [], "tenant": tenant, "tenants": allowed})
+
+        def q(sql, *args):
+            return rows(conn, sql, args)
+        sales = attach_common(conn, "sales", q("SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", tenant))
+        proposals = attach_common(conn, "proposals", q("SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", tenant))
+        operations = attach_common(conn, "operations", q("SELECT * FROM operation_projects WHERE tenant=? ORDER BY id ASC", tenant))
+        products = attach_common(conn, "products", q("SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", tenant))
+        finance = q("SELECT * FROM finance_records WHERE tenant=? ORDER BY month DESC, id DESC", tenant)
+        tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
+        pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
+        expense = q("SELECT * FROM expense_records WHERE tenant=? ORDER BY id DESC", tenant)
+        signed_pfs = [x for x in pfs if x["status"] == "已签约"]
+
+        def parse_budget(pf):
+            try:
+                budget = json.loads(pf.get("budget_data") or "[]")
+            except (json.JSONDecodeError, TypeError):
+                budget = []
+            return {(b.get("month") or "").replace("-", "_"): b for b in budget}
+
+        budget_maps = [(pf, parse_budget(pf)) for pf in signed_pfs]
+
+        def parse_expense(pf):
+            try:
+                ed = json.loads(pf.get("expense_data") or "[]")
+            except (json.JSONDecodeError, TypeError):
+                ed = []
+            return {(e.get("month") or "").replace("-", "_"): e for e in ed}
+
+        expense_maps = [(pf, parse_expense(pf)) for pf in signed_pfs]
+
+        def sum_budget(field, months_range):
+            total = 0
+            for pf, bm in budget_maps:
+                for m in months_range:
+                    b = bm.get(f"{_year}_{m:02d}")
+                    if b:
+                        total += float(b.get(field) or 0)
+            return total
+
+        def sum_expense(field, months_range):
+            total = 0
+            for pf, em in expense_maps:
+                for m in months_range:
+                    e = em.get(f"{_year}_{m:02d}")
+                    if e:
+                        total += float(e.get(field) or 0)
+            return total
+
+        _now_month = date.today().month
+        _q_start = ((_now_month - 1) // 3) * 3 + 1
+        _q_range = range(_q_start, _q_start + 3)
+        _prev_q_start = ((_now_month - 4) // 3) * 3 + 1
+        _prev_q_range = range(max(_prev_q_start, 1), _prev_q_start + 3)
+        _prev_month = _now_month - 1 if _now_month > 1 else None
+        rev_annual = sum_budget("rev", range(1, 13))
+        gross_annual = sum_budget("gross", range(1, 13))
+        rev_q2 = sum_budget("rev", _q_range)
+        gross_q2 = sum_budget("gross", _q_range)
+        rev_month = sum_budget("rev", [_now_month])
+        gross_month = sum_budget("gross", [_now_month])
+        rev_prev_q = sum_budget("rev", _prev_q_range)
+        gross_prev_q = sum_budget("gross", _prev_q_range)
+        rev_prev_month = sum_budget("rev", [_prev_month]) if _prev_month else 0
+        gross_prev_month = sum_budget("gross", [_prev_month]) if _prev_month else 0
+        payment_annual = sum_budget("payment", range(1, 13))
+        cost_annual = sum_expense("cost", range(1, 13))
+        payment_q2 = sum_budget("payment", _q_range)
+        cost_q2 = sum_expense("cost", _q_range)
+        payment_month = sum_budget("payment", [_now_month])
+        cost_month = sum_expense("cost", [_now_month])
+        payment_prev_q = sum_budget("payment", _prev_q_range)
+        cost_prev_q = sum_expense("cost", _prev_q_range)
+        payment_prev_month = sum_budget("payment", [_prev_month]) if _prev_month else 0
+        cost_prev_month = sum_expense("cost", [_prev_month]) if _prev_month else 0
+        def expense_sum(month_range):
+            total = 0
+            for r in expense:
+                if (r.get("status") or "") == "暂不计入": continue
+                m = (r.get("expense_month") or "").strip()
+                if not m or "-" not in m: continue
+                try:
+                    if int(m.split("-")[1]) in month_range:
+                        total += float(r.get("amount") or 0)
+                except: pass
+            return total
+        expense_annual = expense_sum(range(1, 13))
+        expense_q2 = expense_sum(_q_range)
+        expense_month_val = expense_sum([_now_month])
+        expense_prev_q = expense_sum(_prev_q_range)
+        expense_prev_month = expense_sum([_prev_month]) if _prev_month else 0
+        def expense_paid_sum(month_range):
+            total = 0
+            for r in expense:
+                if (r.get("status") or "") == "暂不计入": continue
+                m = (r.get("expense_month") or "").strip()
+                if not m or "-" not in m: continue
+                try:
+                    if int(m.split("-")[1]) in month_range:
+                        total += float(r.get("incurred_amount") or 0)
+                except: pass
+            return total
+        expense_paid_annual = expense_paid_sum(range(1, 13))
+        expense_paid_q2 = expense_paid_sum(_q_range)
+        expense_paid_month = expense_paid_sum([_now_month])
+        expense_paid_prev_q = expense_paid_sum(_prev_q_range)
+        expense_paid_prev_month = expense_paid_sum([_prev_month]) if _prev_month else 0
+        paid_annual = sum_expense("paid", range(1, 13))
+        paid_q2 = sum_expense("paid", _q_range)
+        paid_month = sum_expense("paid", [_now_month])
+        paid_prev_q = sum_expense("paid", _prev_q_range)
+        paid_prev_month = sum_expense("paid", [_prev_month]) if _prev_month else 0
+        proj_expense_annual = sum_budget("expense", range(1, 13))
+        proj_expense_q2 = sum_budget("expense", _q_range)
+        proj_expense_month = sum_budget("expense", [_now_month])
+        proj_expense_prev_q = sum_budget("expense", _prev_q_range)
+        proj_expense_prev_month = sum_budget("expense", [_prev_month]) if _prev_month else 0
+        cashflow_annual = payment_annual - paid_annual
+        cashflow_q2 = payment_q2 - paid_q2
+        cashflow_month = payment_month - paid_month
+        cashflow_prev_q = payment_prev_q - paid_prev_q
+        cashflow_prev_month = payment_prev_month - paid_prev_month
+        dept_cf_annual = cashflow_annual - expense_paid_annual
+        dept_cf_q2 = cashflow_q2 - expense_paid_q2
+        dept_cf_month = cashflow_month - expense_paid_month
+        dept_cf_prev_q = cashflow_prev_q - expense_paid_prev_q
+        dept_cf_prev_month = cashflow_prev_month - expense_paid_prev_month
+        profit_annual = gross_annual - proj_expense_annual
+        profit_q2 = gross_q2 - proj_expense_q2
+        profit_month = gross_month - proj_expense_month
+        profit_prev_q = gross_prev_q - proj_expense_prev_q
+        profit_prev_month = gross_prev_month - proj_expense_prev_month
+        def pf_status_sum(status):
+            return sum(x["sign_amount"] or 0 for x in pfs if x["status"] == status)
+        signed_amount = pf_status_sum("已签约")
+        signed_annual = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约")
+        _q_months = [f"{_year}-{m:02d}" for m in _q_range]
+        signed_q2 = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months)
+        signed_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"{_year}-{_now_month:02d}")
+        _prev_q_months = [f"{_year}-{m:02d}" for m in _prev_q_range]
+        signed_prev_q = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _prev_q_months)
+        signed_prev_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"{_year}-{_prev_month:02d}") if _prev_month else 0
+        pipeline_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] not in ["已签约","已丢单","已归档","已完成"])
+        signed_not_executed = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_type"] == "execution" and x["execution_progress"] < 100)
+        summary = {
+            "project_name": "科普（慰心斋）",
+            "metrics": {
+                "p0_customers": len([x for x in sales if x["priority"] == "P0"]),
+                "active_sales": len([x for x in sales if x["status"] in ["待跟进", "跟进中", "方案中", "商务谈判"]]),
+                "execution_projects": len([x for x in operations if x["project_type"] == "execution"]),
+                "risk_projects": len([x for x in operations if x["project_status"] == "有风险" or x["risks"]]),
+                "monthly_revenue": rev_month,
+                "monthly_net_profit": gross_month,
+                "monthly_gross": gross_month,
+                "upcoming_products": len(products),
+                "total_projects": len(signed_pfs),
+                "total_proposals": len(operations),
+                "total_products": len(proposals),
+                "signed_amount": signed_amount,
+                "signed_annual": signed_annual,
+                "signed_q2": signed_q2,
+                "signed_month": signed_month,
+                "signed_prev_q": signed_prev_q,
+                "signed_prev_month": signed_prev_month,
+                "pipeline_amount": pipeline_amount,
+                "revenue_annual": rev_annual,
+                "revenue_q2": rev_q2,
+                "revenue_prev_q": rev_prev_q,
+                "revenue_prev_month": rev_prev_month,
+                "gross_annual": gross_annual,
+                "gross_q2": gross_q2,
+                "gross_prev_q": gross_prev_q,
+                "gross_prev_month": gross_prev_month,
+                "payment_annual": payment_annual,
+                "payment_q2": payment_q2,
+                "payment_month": payment_month,
+                "payment_prev_q": payment_prev_q,
+                "payment_prev_month": payment_prev_month,
+                "cost_annual": cost_annual,
+                "cost_q2": cost_q2,
+                "cost_month": cost_month,
+                "cost_prev_q": cost_prev_q,
+                "cost_prev_month": cost_prev_month,
+                "expense_annual": expense_annual,
+                "expense_q2": expense_q2,
+                "expense_month": expense_month_val,
+                "expense_prev_q": expense_prev_q,
+                "expense_prev_month": expense_prev_month,
+                "paid_annual": paid_annual,
+                "paid_q2": paid_q2,
+                "paid_month": paid_month,
+                "paid_prev_q": paid_prev_q,
+                "paid_prev_month": paid_prev_month,
+                "cashflow_annual": cashflow_annual,
+                "cashflow_q2": cashflow_q2,
+                "cashflow_month": cashflow_month,
+                "cashflow_prev_q": cashflow_prev_q,
+                "cashflow_prev_month": cashflow_prev_month,
+                "expense_paid_annual": expense_paid_annual,
+                "expense_paid_q2": expense_paid_q2,
+                "expense_paid_month": expense_paid_month,
+                "expense_paid_prev_q": expense_paid_prev_q,
+                "expense_paid_prev_month": expense_paid_prev_month,
+                "dept_cf_annual": dept_cf_annual,
+                "dept_cf_q2": dept_cf_q2,
+                "dept_cf_month": dept_cf_month,
+                "dept_cf_prev_q": dept_cf_prev_q,
+                "dept_cf_prev_month": dept_cf_prev_month,
+                "profit_annual": profit_annual,
+                "profit_q2": profit_q2,
+                "profit_month": profit_month,
+                "profit_prev_q": profit_prev_q,
+                "profit_prev_month": profit_prev_month,
+                "proj_expense_annual": proj_expense_annual,
+                "proj_expense_q2": proj_expense_q2,
+                "proj_expense_month": proj_expense_month,
+                "proj_expense_prev_q": proj_expense_prev_q,
+                "proj_expense_prev_month": proj_expense_prev_month,
+                "signed_not_executed": signed_not_executed,
+            },
+            "recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),
+            "risks": [{"title": "执行提醒", "content": x["next_action"]} for x in operations if x["next_action"]][:5],
+        }
+        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "projectFinances": pfs, "financeMonthly": monthly_finance(conn, tenant), "tasks": tasks, "expense": expense, "tenant": tenant, "tenants": allowed})
+    finally:
+        conn.close()
+
+
+# ---------- 通用 CRUD ----------
+
+@bp.route("/api/<resource>", methods=["POST"])
+@login_required
+def create_resource(resource):
+    if resource not in TABLES:
+        return jsonify({"error": "unknown resource"}), 404
+    table, cols = TABLES[resource]
+    payload = request.get_json(force=True).get("data", {})
+    if resource == "tasks":
+        valid_statuses = ["未开始", "进行中", "已结束"]
+        if not payload.get("status") or payload["status"] not in valid_statuses:
+            payload["status"] = "未开始"
+    conn = db()
+    try:
+        type_cur = conn.cursor()
+        type_cur.execute(f"DESCRIBE {table}")
+        col_types = {r[0]: r[1].upper() for r in type_cur.fetchall()}
+        type_cur.close()
+        values = []
+        for col in cols:
+            val = payload.get(col, "")
+            if val == "" and ("DOUBLE" in col_types.get(col, "") or "INT" in col_types.get(col, "")):
+                val = 0
+            values.append(val)
+        cur = _exec(conn, f"INSERT INTO {table} ({','.join(cols)}) VALUES ({','.join(['?'] * len(cols))})", values)
+        conn.commit()
+        return jsonify({"id": cur.lastrowid})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/<resource>/<int:item_id>", methods=["PUT", "DELETE"])
+@login_required
+def update_resource(resource, item_id):
+    if resource not in TABLES:
+        return jsonify({"error": "unknown resource"}), 404
+    table, cols = TABLES[resource]
+    conn = db()
+    try:
+        if request.method == "DELETE":
+            _exec(conn, f"DELETE FROM {table} WHERE id=?", (item_id,))
+            conn.commit()
+            return jsonify({"ok": True})
+        payload = request.get_json(force=True).get("data", {})
+        if resource == "tasks" and "status" in payload:
+            valid_statuses = ["未开始", "进行中", "已结束"]
+            if not payload["status"] or payload["status"] not in valid_statuses:
+                payload["status"] = "未开始"
+        if resource == "products":
+            cur = _exec(conn, f"SELECT start_date FROM {table} WHERE id=?", (item_id,))
+            row = cur.fetchone()
+            cur.close()
+            current_start = (row or {}).get("start_date", "") or ""
+            new_start = payload.get("start_date", current_start)
+            if "start_date" in payload and not new_start:
+                return jsonify({"error": "启动时间为必填项"}), 400
+            date_fields = ["plan_date", "dev_done_date", "test_date", "launch_date"]
+            for f in date_fields:
+                if f in payload and payload[f] and new_start and payload[f] < new_start:
+                    labels = {"plan_date": "产品方案", "dev_done_date": "研发完成", "test_date": "测试完成", "launch_date": "上线时间"}
+                    return jsonify({"error": f"{labels[f]}不能早于启动时间（{new_start}）"}), 400
+        update_cols = [col for col in cols if col in payload]
+        if update_cols:
+            _exec(conn,
+                f"UPDATE {table} SET {','.join([col + '=?' for col in update_cols])}, updated_at=? WHERE id=?",
+                [payload[col] for col in update_cols] + [now(), item_id],
+            )
+            conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+# ---------- followups ----------
+
+@bp.route("/api/followups/<target_type>/<int:target_id>")
+def list_followups(target_type, target_id):
+    conn = db()
+    try:
+        fups = rows(conn,
+            "SELECT * FROM follow_up_records WHERE target_type=? AND target_id=? ORDER BY followed_at DESC, id DESC",
+            (target_type, target_id))
+        return jsonify(fups)
+    finally:
+        conn.close()
+
+@bp.route("/api/followups/<target_type>/<int:target_id>", methods=["POST"])
+@login_required
+def add_followup(target_type, target_id):
+    payload = request.get_json(force=True).get("data", {})
+    conn = db()
+    try:
+        _exec(conn,
+            """INSERT INTO follow_up_records
+            (target_type,target_id,followed_at,follower,follow_up_method,content,next_action,next_follow_up_at,tenant)
+            VALUES (?,?,?,?,?,?,?,?,?)""",
+            (
+                target_type,
+                target_id,
+                payload.get("followed_at") or date.today().isoformat(),
+                payload.get("follower") or "慰心",
+                payload.get("follow_up_method") or "记录",
+                payload.get("content") or "",
+                payload.get("next_action") or "",
+                payload.get("next_follow_up_at") or "",
+                payload.get("tenant") or "科普·无界",
+            ),
+        )
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/followups/<int:followup_id>", methods=["DELETE"])
+@login_required
+def delete_followup(followup_id):
+    conn = db()
+    try:
+        cur = _exec(conn, "DELETE FROM follow_up_records WHERE id=?", (followup_id,))
+        conn.commit()
+        if cur.rowcount == 0:
+            return jsonify({"error": "not found"}), 404
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+# ---------- batch sort ----------
+
+@bp.route("/api/tasks/batch-sort", methods=["POST"])
+@login_required
+def batch_sort_tasks():
+    conn = db()
+    try:
+        items = request.get_json(force=True).get("items", [])
+        for item in items:
+            _exec(conn, "UPDATE project_tasks SET sort_order=? WHERE id=?", (item["sort_order"], item["id"]))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/operations/batch-sort", methods=["POST"])
+@login_required
+def batch_sort_operations():
+    conn = db()
+    try:
+        items = request.get_json(force=True).get("items", [])
+        for item in items:
+            _exec(conn, "UPDATE operation_projects SET sort_order=? WHERE id=?", (item["sort_order"], item["id"]))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+# ---------- files ----------
+
+@bp.route("/api/files/upload", methods=["POST"])
+@login_required
+def upload_file():
+    file = request.files["file"]
+    module = request.form["module"]
+    owner_id = int(request.form["owner_id"])
+    owner_version = request.form.get("owner_version", "")
+    category = request.form.get("file_category", "")
+    folder = UPLOAD_DIR / module / str(owner_id)
+    folder.mkdir(parents=True, exist_ok=True)
+    target = folder / file.filename
+    file.save(target)
+    conn = db()
+    try:
+        add_file_index(conn, module, owner_id, owner_version, category, target, external=False)
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/files/<int:file_id>/content")
+def file_content(file_id):
+    conn = db()
+    try:
+        asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,))
+        if not asset:
+            return jsonify({"error": "not found"}), 404
+        path = Path(asset["file_path"])
+        if not path.exists():
+            return jsonify({"error": "missing"}), 404
+        return send_file(path, as_attachment=request.args.get("inline") == "false", download_name=asset["file_name"])
+    finally:
+        conn.close()
+
+
+@bp.route("/api/files/<int:file_id>", methods=["DELETE"])
+@login_required
+def delete_file(file_id):
+    conn = db()
+    try:
+        asset = one(conn, "SELECT * FROM file_assets WHERE id=?", (file_id,))
+        if not asset:
+            return jsonify({"error": "not found"}), 404
+        path = Path(asset["file_path"])
+        if path.exists() and str(UPLOAD_DIR) in str(path.resolve()):
+            path.unlink(missing_ok=True)
+        _exec(conn, "DELETE FROM file_assets WHERE id=?", (file_id,))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+# ---------- health ----------
+
+@bp.route("/api/health")
+def health():
+    return jsonify({"ok": True, "service": "opc-manager"})

static/app.js

@@ -13,8 +13,13 @@ const savedTab = localStorage.getItem("opc-active-tab");
 
 // 初始化
 applyUserTenants();
+updateSidebarTabs();
 load().then(() => {
-  if (savedTab && savedTab !== "home") switchTab(savedTab);
+  if (state.tenant === "总工作台") {
+    switchTab("home");
+  } else if (savedTab && savedTab !== "home") {
+    switchTab(savedTab);
+  }
 }).catch((error) => {
   document.querySelector("main").innerHTML = `<section class="card p-6 text-red-700">加载失败：${esc(error.message)}</section>`;
 });

static/modules/drawer.js

@@ -23,7 +23,7 @@ function openDrawer(resource, id) {
       ? [["project_name","项目名称"],["owner","负责人"],["expected_sign_date","截止时间"],["expected_contract_amount","金额"],["notes","项目说明"]]
       : resource === "proposals"
         ? [["customer_or_project_name","客户/项目"],["proposal_type","方案类型"],["notes","备注"]]
-        : [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能"],["launch_date","上线日期"],["status","状态"],["notes","备注"]];
+        : [["product_name","版本名称"],["version","版本号"],["priority","优先级"],["version_goal","版本目标"],["start_date","启动时间"],["plan_date","产品方案"],["dev_done_date","研发完成"],["test_date","测试完成"],["launch_date","上线时间"],["notes","进展备注"]];
   const fieldIcons = {
     target_customer: "user", priority: "flag", status: "circle-dot",
     project_name: "briefcase-business", project_version: "git-branch", project_status: "circle-dot", current_stage: "map-pin",
@@ -31,29 +31,38 @@ function openDrawer(resource, id) {
     sign_probability: "percent", sop_stage: "list-checks", execution_progress: "activity",
     current_deliverable: "package", risks: "alert-triangle", next_action: "arrow-right",
     product_name: "box", version: "tag", version_goal: "target", feature_list: "list", platform: "layers",
-    launch_date: "calendar", notes: "sticky-note", proposal_type: "tag", customer_or_project_name: "building"
+    launch_date: "calendar", notes: "sticky-note", proposal_type: "tag", customer_or_project_name: "building",
+    priority: "flag", owner: "user", start_date: "play", plan_date: "file-text", dev_done_date: "check-square",
+    test_date: "bug", devs: "users", testers: "shield-check"
   };
   const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];
   const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : "";
   const title = esc(item.target_customer || item.project_name || (item.customer_or_project_name ? `${item.customer_or_project_name} · ${item.proposal_type || ''}` : "") || item.product_name);
   const titleForAttr = esc(item.target_customer || item.project_name || (item.customer_or_project_name ? `${item.customer_or_project_name} · ${item.proposal_type || ''}` : "") || item.product_name);
   drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteDrawerItem('${resource}', ${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
+    ${resource === "products" ? (() => {
+      const dDays = (s, e) => { if (!s || !e) return '-'; const d = Math.round((new Date(e) - new Date(s)) / 86400000); return d >= 0 ? d + ' 天' : '-'; };
+      return `<section>
+        <h3 class="drawer-section-title">耗时统计</h3>
+        <div class="grid grid-cols-2 gap-3">
+          <div class="bg-slate-50 rounded-lg p-3"><p class="text-xs text-slate-500">总耗时（上线−启动）</p><p class="text-lg font-semibold text-slate-800 mt-1">${dDays(item.start_date, item.launch_date)}</p></div>
+          <div class="bg-slate-50 rounded-lg p-3"><p class="text-xs text-slate-500">产品耗时（方案−启动）</p><p class="text-lg font-semibold text-slate-800 mt-1">${dDays(item.start_date, item.plan_date)}</p></div>
+          <div class="bg-slate-50 rounded-lg p-3"><p class="text-xs text-slate-500">研发耗时（研发完成−方案）</p><p class="text-lg font-semibold text-slate-800 mt-1">${dDays(item.plan_date, item.dev_done_date)}</p></div>
+          <div class="bg-slate-50 rounded-lg p-3"><p class="text-xs text-slate-500">测试耗时（测试完成−研发完成）</p><p class="text-lg font-semibold text-slate-800 mt-1">${dDays(item.dev_done_date, item.test_date)}</p></div>
+        </div>
+      </section>`;
+    })() : ""}
     <section>
       <h3 class="drawer-section-title">属性</h3>
       <form id="drawerForm" class="drawer-fields">
         ${resource === "operations" ? drawerField("map-pin", "当前阶段", "current_stage", "", false, `<select name="current_stage" class="form-ctrl" onchange="saveDrawerField(this,'${resource}',${id})">${["商务洽谈","系统上线","团队分工","项目交付","上线推广","结项验收"].map((s) => `<option ${s === item.current_stage ? "selected" : ""}>${s}</option>`).join("")}</select>`) : ""}
         ${fields.map(([key,label]) => {
-          if (resource === "products" && key === "feature_list") {
-            const features = (item[key] || "").split("\n").filter(Boolean);
-            if (features.length === 0) features.push("");
-            return `<div class="drawer-field"><div class="drawer-field-label"><i data-lucide="list"></i><span>${label}</span></div><div class="drawer-field-control" data-field="feature_list" data-id="${id}"><div class="feature-list" id="featureList_${id}">${features.map((f,i) => `<div class="feature-item"><span class="feature-num">${i+1}.</span><input class="form-ctrl" value="${f.replace(/"/g,'&quot;')}" onchange="saveFeatureList(${id})"><button class="feature-del" onclick="event.preventDefault();removeFeature(${id},${i})"><i data-lucide="x" style="width:12px;height:12px"></i></button></div>`).join("")}</div><button class="btn btn-ghost btn-sm text-blue-600 mt-1" onclick="event.preventDefault();addFeature(${id})"><i data-lucide="plus" style="width:14px;height:14px"></i>添加功能</button></div></div>`;
+          if (resource === "products" && key === "priority") {
+            return `<div class="drawer-field"><div class="drawer-field-label"><i data-lucide="flag"></i><span>优先级 / 状态</span></div><div class="drawer-field-control grid grid-cols-2 gap-3"><select name="priority" class="form-ctrl" onchange="saveDrawerField(this,'${resource}',${id})">${["P0","P1","P2","P3"].map((s) => `<option ${s === (item.priority||'P2') ? "selected" : ""}>${s}</option>`).join("")}</select><select name="status" class="form-ctrl" onchange="saveDrawerField(this,'${resource}',${id})">${["未开始","规划中","开发中","测试中","已上线","已取消"].map((s) => `<option ${s === (item.status||'规划中') ? "selected" : ""}>${s}</option>`).join("")}</select></div></div>`;
           }
-          if (resource === "products" && key === "launch_date") {
+          if (resource === "products" && (key === "start_date" || key === "plan_date" || key === "dev_done_date" || key === "test_date" || key === "launch_date")) {
             return drawerField("calendar", label, key, item[key], false, `<input type="date" name="${key}" value="${item[key]||''}" class="form-ctrl" data-original="${item[key]||''}" onchange="saveDrawerField(this,'${resource}',${id})">`);
           }
-          if (resource === "products" && key === "status") {
-            return drawerField("circle-dot", label, key, "", false, `<select name="status" class="form-ctrl" onchange="saveDrawerField(this,'${resource}',${id})">${["规划中","开发中","测试中","已上线","已取消"].map((s) => `<option ${s === (item.status||'规划中') ? "selected" : ""}>${s}</option>`).join("")}</select>`);
-          }
           return drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key));
         }).join("")}
       </form>
@@ -228,6 +237,27 @@ window.deleteFollowup = async (event, followupId, resource, targetId) => {
 window.saveDrawerField = async (el, resource, id) => {
   const name = el.name;
   const value = el.value;
+  // 产品日期约束
+  if (resource === "products") {
+    const listKey = "products";
+    const product = (state.data[listKey] || []).find(x => x.id === id);
+    if (product) {
+      // 启动时间必填
+      if (name === "start_date" && !value) {
+        toast("启动时间为必填项", "error");
+        el.value = product.start_date || '';
+        el.focus();
+        return;
+      }
+      // 其他 4 个时间不能早于启动时间
+      if (["plan_date","dev_done_date","test_date","launch_date"].includes(name) && value && product.start_date && value < product.start_date) {
+        toast("该时间不能早于启动时间（" + product.start_date + "）", "error");
+        el.value = product[name] || '';
+        el.focus();
+        return;
+      }
+    }
+  }
   try {
     await api(`/api/${resource}/${id}`, { method: "PUT", body: JSON.stringify({ data: { [name]: value } }) });
     const listKey = { sales: "sales", proposals: "proposals", operations: "operations", products: "products" }[resource];

static/modules/expense.js

@@ -0,0 +1,219 @@
+// expense.js — 费用管理模块
+
+function renderExpense() {
+  var records = state.data.expense || [];
+  var money = function(v) { return '¥ ' + (Number(v || 0)).toLocaleString('zh-CN', { minimumFractionDigits: 0, maximumFractionDigits: 2 }); };
+  var esc = function(s) { return (s || '').replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;').replace(/"/g, '&quot;'); };
+  var EXPENSE_TYPES = ['通用费用','平台采购','人力成本','研发费用','奖金','其他'];
+  var STATUS_OPTIONS = ['计入费用','暂不计入'];
+
+  // 排序状态
+  if (!state.expenseSort) state.expenseSort = { key: 'expense_month', asc: true };
+  var sortKey = state.expenseSort.key;
+  var sortAsc = state.expenseSort.asc ? 1 : -1;
+
+  // 筛选状态
+  var view = state.expenseView || 'total';
+  var typeFilter = state.expenseFilter || '全部';
+  var filtered = typeFilter === '全部' ? records : records.filter(function(r) { return r.expense_type === typeFilter; });
+
+  // 视图数据预处理
+  var now = new Date();
+  var thisYear = now.getFullYear();
+  var defaultMonth = thisYear + '-' + String(now.getMonth() + 1).padStart(2, '0');
+
+  if (!state.expenseMonth) state.expenseMonth = defaultMonth;
+  if (state.expenseQuarter === '') state.expenseQuarter = String(Math.floor(now.getMonth() / 3));
+
+  // 月度筛选
+  if (view === 'monthly') {
+    filtered = filtered.filter(function(r) { return r.expense_month === state.expenseMonth; });
+  }
+
+  // 季度筛选
+  if (view === 'quarterly') {
+    var q = parseInt(state.expenseQuarter) || 0;
+    var qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
+    var qRange = qRanges[q];
+    filtered = filtered.filter(function(r) {
+      var m = parseInt((r.expense_month || '0').substring(5)) || 0;
+      return qRange.indexOf(m) >= 0;
+    });
+  }
+
+  // 排序
+  filtered.sort(function(a, b) {
+    var va = a[sortKey] || '', vb = b[sortKey] || '';
+    if (sortKey === 'amount' || sortKey === 'incurred_amount') {
+      va = parseFloat(va) || 0; vb = parseFloat(vb) || 0;
+    }
+    if (va < vb) return -1 * sortAsc;
+    if (va > vb) return 1 * sortAsc;
+    return 0;
+  });
+
+  var totalAmount = filtered.reduce(function(s, r) { return s + (r.amount || 0); }, 0);
+  var totalIncurred = filtered.reduce(function(s, r) { return s + (r.incurred_amount || 0); }, 0);
+
+  // 月份下拉选项（去年/今年/明年）
+  var monthOpts = '';
+  for (var yr = thisYear - 1; yr <= thisYear + 1; yr++)
+    for (var m = 1; m <= 12; m++) {
+      var mv = yr + '-' + String(m).padStart(2, '0');
+      monthOpts += '<option value="' + mv + '">' + mv + '</option>';
+    }
+
+  // 季度下拉
+  var qLabels = ['Q1 (1-3月)','Q2 (4-6月)','Q3 (7-9月)','Q4 (10-12月)'];
+  var quarterOpts = '';
+  for (var qi = 0; qi < 4; qi++) {
+    quarterOpts += '<option value="' + qi + '">' + qLabels[qi] + '</option>';
+  }
+
+  // 月份/季度日期选择器
+  var dateSelect = '';
+  if (view === 'monthly') {
+    dateSelect = '<span class="text-sm text-slate-500 ml-2">月份：</span><select onchange="setExpenseMonth(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value=""' + (!state.expenseMonth?' selected':'') + '>请选择</option>' + monthOpts.replace('value="' + state.expenseMonth + '"', 'value="' + state.expenseMonth + '" selected') + '</select>';
+  } else if (view === 'quarterly') {
+    dateSelect = '<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="setExpenseQuarter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">' + quarterOpts.replace('value="' + state.expenseQuarter + '"', 'value="' + state.expenseQuarter + '" selected') + '</select>';
+  }
+
+  // Toolbar
+  var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setExpenseView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select><span class="text-sm text-slate-500 ml-3">类型：</span><select onchange="setExpenseFilter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="全部"' + (typeFilter==='全部'?' selected':'') + '>全部 (' + records.length + ')</option>';
+  EXPENSE_TYPES.forEach(function(t) {
+    toolbar += '<option value="' + t + '"' + (typeFilter===t?' selected':'') + '>' + t + ' (' + records.filter(function(r){return r.expense_type===t}).length + ')</option>';
+  });
+  toolbar += '</select>' + dateSelect;
+
+  // 排序箭头
+  var sortArrow = function(key) {
+    var arrow = key === sortKey ? (sortAsc === 1 ? ' ↑' : ' ↓') : '';
+    return '<span class="text-slate-400 text-xs cursor-pointer" onclick="toggleExpenseSort(\'' + key + '\')">' + arrow + '</span>';
+  };
+
+  // 表格行
+  var tableRows = '';
+  if (filtered.length) {
+    filtered.forEach(function(r) {
+      var statusCls = r.status === '暂不计入' ? 'text-amber-600' : 'text-green-600';
+      tableRows += '<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openExpenseEdit(' + r.id + ')"><td class="p-2 text-center align-middle font-medium">' + (r.expense_month || '—') + '</td><td class="p-2 font-medium text-center align-middle">' + esc(r.expense_type) + '</td><td class="p-2 text-center align-middle font-semibold ' + statusCls + '">' + esc(r.status || '计入费用') + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.amount) + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.incurred_amount) + '</td><td class="p-2 text-center align-middle text-slate-500">' + (esc(r.notes) || '—') + '</td></tr>';
+    });
+  } else {
+    var emptyMsg = view === 'monthly' ? '该月份暂无费用记录' : view === 'quarterly' ? '该季度暂无费用记录' : '暂无费用记录';
+    tableRows = '<tr><td colspan="6" class="p-6 text-center text-slate-400">' + emptyMsg + '</td></tr>';
+  }
+
+  // 模态框 monthOpts for form (with current value preselected)
+  var modalMonthOpts = '<option value="">请选择</option>';
+  for (var yr2 = thisYear - 1; yr2 <= thisYear + 1; yr2++)
+    for (var m2 = 1; m2 <= 12; m2++) {
+      var mv2 = yr2 + '-' + String(m2).padStart(2, '0');
+      modalMonthOpts += '<option value="' + mv2 + '">' + mv2 + '</option>';
+    }
+  var statusOpts = STATUS_OPTIONS.map(function(s) { return '<option value="' + s + '">' + s + '</option>'; }).join('');
+
+  var modal = '<div id="expenseModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeExpenseModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-lg mx-4" 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" id="expenseModalTitle">新增费用</h3><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="expenseDeleteBtn" onclick="deleteExpenseItem()">删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeExpenseModal()"><i data-lucide="x"></i></button></div></div><form onsubmit="saveExpense(event)" class="p-6 grid gap-4" novalidate><input type="hidden" name="expense_id" value=""><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用类型 <span class="text-red-500">*</span></span><select name="expense_type" required class="form-ctrl bg-white"><option value="">请选择</option>';
+  EXPENSE_TYPES.forEach(function(t) { modal += '<option>' + t + '</option>'; });
+  modal += '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">月份 <span class="text-red-500">*</span></span><select name="expense_month" required class="form-ctrl bg-white">' + modalMonthOpts + '</select></label></div><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">金额（元）</span><input name="amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">已发生金额（元）</span><input name="incurred_amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label></div><label class="block"><span class="text-sm text-slate-500 mb-1 block">状态</span><select name="status" class="form-ctrl bg-white">' + statusOpts + '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用说明</span><textarea name="notes" class="form-ctrl" rows="3" placeholder="备注信息"></textarea></label><div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeExpenseModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>';
+
+  var target = document.querySelector("#financeExpense") || document.querySelector("#financeTabExpense") || document.querySelector("#expense");
+  if (!target) return;
+  target.innerHTML = '<div class="grid gap-4">' +
+    '<div class="card p-3"><div class="flex justify-between items-center"><div class="flex items-center gap-2">' + toolbar + '</div><button class="btn btn-primary btn-sm" onclick="openExpenseModal()">新增费用</button></div></div>' +
+    '<div class="grid grid-cols-3 gap-3">' +
+      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">费用记录</span><strong class="mt-2 block text-xl">' + filtered.length + '</strong></div>' +
+      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">总费用</span><strong class="mt-2 block text-xl">' + money(totalAmount) + '</strong></div>' +
+      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">已发生金额</span><strong class="mt-2 block text-xl">' + money(totalIncurred) + '</strong></div>' +
+    '</div>' +
+    modal +
+    '<div class="card p-4"><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'expense_month\')">月份' + sortArrow('expense_month') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'expense_type\')">费用类型' + sortArrow('expense_type') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'status\')">状态' + sortArrow('status') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'amount\')">金额' + sortArrow('amount') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'incurred_amount\')">已发生金额' + sortArrow('incurred_amount') + '</th><th class="p-2 text-center font-semibold">费用说明</th></tr></thead><tbody>' + tableRows + '</tbody></table></div></div>' +
+  '</div>';
+
+  if (window.lucide) window.lucide.createIcons();
+}
+
+window.toggleExpenseSort = function(key) {
+  var cur = state.expenseSort || {};
+  if (cur.key === key) { cur.asc = !cur.asc; }
+  else { cur.key = key; cur.asc = true; }
+  state.expenseSort = cur;
+  renderExpense();
+};
+
+window.setExpenseView = function(v) { state.expenseView = v; renderExpense(); };
+window.setExpenseFilter = function(v) { state.expenseFilter = v; renderExpense(); };
+window.setExpenseMonth = function(v) { state.expenseMonth = v; renderExpense(); };
+window.setExpenseQuarter = function(v) { state.expenseQuarter = v; renderExpense(); };
+
+window.openExpenseModal = function() {
+  var form = document.querySelector("#expenseModal form");
+  form.reset();
+  form.querySelector('[name="expense_id"]').value = "";
+  form.querySelector('[name="status"]').value = "计入费用";
+  document.querySelector("#expenseModalTitle").textContent = "新增费用";
+  document.querySelector("#expenseDeleteBtn").classList.add("hidden");
+  document.querySelector("#expenseModal").classList.remove("hidden");
+};
+
+window.closeExpenseModal = function() {
+  document.querySelector("#expenseModal").classList.add("hidden");
+};
+
+window.openExpenseEdit = function(id) {
+  var r = (state.data.expense || []).find(function(x) { return x.id === id; });
+  if (!r) return;
+  var form = document.querySelector("#expenseModal form");
+  form.reset();
+  var setVal = function(name, val) { var el = form.querySelector('[name="' + name + '"]'); if (el) el.value = val || ""; };
+  setVal("expense_id", r.id);
+  setVal("expense_type", r.expense_type);
+  setVal("expense_month", r.expense_month);
+  setVal("amount", r.amount);
+  setVal("incurred_amount", r.incurred_amount);
+  setVal("notes", r.notes);
+  setVal("status", r.status || "计入费用");
+  document.querySelector("#expenseModalTitle").textContent = "编辑费用";
+  document.querySelector("#expenseDeleteBtn").classList.remove("hidden");
+  document.querySelector("#expenseModal").classList.remove("hidden");
+};
+
+window.saveExpense = async function(event) {
+  event.preventDefault();
+  var form = event.target;
+  var data = Object.fromEntries(new FormData(form).entries());
+  if (data.amount === '' || data.amount === undefined) data.amount = 0;
+  if (data.incurred_amount === '' || data.incurred_amount === undefined) data.incurred_amount = 0;
+  if (!data.status) data.status = '计入费用';
+  var isEdit = !!data.expense_id;
+  delete data.expense_id;
+
+  var id = form.querySelector('[name="expense_id"]').value;
+  var url = isEdit ? "/api/expense/" + id : "/api/expense";
+  var method = isEdit ? "PUT" : "POST";
+
+  var resp = await fetch(url, { method: method, headers: { "Content-Type": "application/json" }, body: JSON.stringify({ data: Object.assign({}, data, { tenant: state.tenant }) }) });
+  if (!resp.ok) { var err = await resp.text(); alert("保存失败：" + err); return; }
+
+  var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
+  if (bResp.ok) {
+    var bd = await bResp.json();
+    state.data = bd;
+    applyUserTenants();
+    renderExpense();
+  }
+  closeExpenseModal();
+};
+
+window.deleteExpenseItem = async function() {
+  var id = document.querySelector("#expenseModal form [name='expense_id']").value;
+  if (!id || !confirm("确定删除？")) return;
+  var resp = await fetch("/api/expense/" + id, { method: "DELETE" });
+  if (!resp.ok) { alert("删除失败"); return; }
+  var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
+  if (bResp.ok) {
+    var bd = await bResp.json();
+    state.data = bd;
+    applyUserTenants();
+    renderExpense();
+  }
+};

static/modules/finance.js

@@ -1,12 +1,13 @@
 // finance.js — 经营管理（财务）模块
 
 const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")} 元`;
+const moneyWan = (v) => `${(Number(v || 0) / 10000).toFixed(1)} 万`;
 
 function renderFinance() {
   const pfs = state.data.projectFinances || [];
   const ops = state.data.operations || [];
   const fmTypesByTenant = {
-    "科普·无界": ["科普音频","科普视频","科普文章","全品类科普","调研问卷"],
+    "科普·无界": ["科普音频","科普视频","科普文章","科普专访","患教会","全品类科普","调研问卷"],
     "科研·无界": ["真实世界研究","调研问卷","病例征集","患者招募"],
     "医患·无界": ["医患运营","患者管理","患教会","创新支付","电商","其他"],
   };
@@ -24,12 +25,10 @@ function renderFinance() {
   const monthLabels = displayMonths.map(d => d.label);
 
   const signed = pfs.filter(x => x.status === "已签约");
-  const inContract = pfs.filter(x => x.status === "流程中");
-  const pending = pfs.filter(x => x.status === "待签约");
+    const pending = pfs.filter(x => x.status === "待签约");
   const sumSign = Math.round(signed.reduce((s,x) => s + (x.sign_amount||0), 0));
   const sumPending = Math.round(pending.reduce((s,x) => s + (x.sign_amount||0), 0));
-  const sumContract = Math.round(inContract.reduce((s,x) => s + (x.sign_amount||0), 0));
-
+  
   const monthRev = months.map(m => {
     return signed.reduce((s, pf) => {
       let budget = [];
@@ -73,102 +72,346 @@ function renderFinance() {
       const budget = JSON.parse(pf.budget_data || "[]");
       budget.forEach(b => { budgetMap[(b.month || "").replace("-", "_")] = b; });
     } catch (e) {}
-    const isRevView = state.finView !== "cashflow";
+    const isRevView = state.finView !== "cashflow" && state.finView !== "overview" && state.finView !== "monthly" && state.finView !== "quarterly";
     const mCols = months.map(m => {
       const b = budgetMap[m] || {};
       if (isRevView) {
         const rev = b.rev || 0;
         const gross = b.gross || 0;
-        return `<td class="p-2 text-right whitespace-nowrap"><span class="${rev ? 'text-blue-700 font-medium' : 'text-slate-300'}">${rev ? money(rev) : '—'}</span><br><span class="text-xs ${gross ? 'text-green-600' : 'text-slate-300'}">${gross ? money(gross) : '—'}</span></td>`;
+        return `<td class="p-2 text-center whitespace-nowrap align-middle"><span class="${rev ? 'text-blue-700 font-medium' : 'text-slate-300'}">${rev ? money(rev) : '—'}</span><br><span class="text-xs ${gross ? 'text-green-600' : 'text-slate-300'}">${gross ? money(gross) : '—'}</span></td>`;
       } else {
         const payment = b.payment || 0;
         const cost = b.cost || 0;
-        return `<td class="p-2 text-right whitespace-nowrap"><span class="${payment ? 'text-amber-700 font-medium' : 'text-slate-300'}">${payment ? money(payment) : '—'}</span><br><span class="text-xs ${cost ? 'text-rose-600' : 'text-slate-300'}">${cost ? money(cost) : '—'}</span></td>`;
+        return `<td class="p-2 text-center whitespace-nowrap align-middle"><span class="${payment ? 'text-amber-700 font-medium' : 'text-slate-300'}">${payment ? money(payment) : '—'}</span><br><span class="text-xs ${cost ? 'text-rose-600' : 'text-slate-300'}">${cost ? money(cost) : '—'}</span></td>`;
       }
     }).join("");
     const totalCol = (() => {
       if (isRevView) {
         const totalRev = pf.total_rev || 0;
         const totalGross = pf.total_gross || 0;
-        return `<td class="p-2 text-right whitespace-nowrap font-semibold"><span class="${totalRev ? 'text-blue-700' : 'text-slate-300'}">${totalRev ? money(totalRev) : '—'}</span><br><span class="text-xs ${totalGross ? 'text-green-600' : 'text-slate-300'}">${totalGross ? money(totalGross) : '—'}</span></td>`;
+        return `<td class="p-2 text-center whitespace-nowrap align-middle font-semibold"><span class="${totalRev ? 'text-blue-700' : 'text-slate-300'}">${totalRev ? money(totalRev) : '—'}</span><br><span class="text-xs ${totalGross ? 'text-green-600' : 'text-slate-300'}">${totalGross ? money(totalGross) : '—'}</span></td>`;
       } else {
         let totalPayment = 0, totalCost = 0;
         try { JSON.parse(pf.budget_data || "[]").forEach(b => { totalPayment += parseFloat(b.payment||0)||0; totalCost += parseFloat(b.cost||0)||0; }); } catch (e) {}
-        return `<td class="p-2 text-right whitespace-nowrap font-semibold"><span class="${totalPayment ? 'text-amber-700' : 'text-slate-300'}">${totalPayment ? money(totalPayment) : '—'}</span><br><span class="text-xs ${totalCost ? 'text-rose-600' : 'text-slate-300'}">${totalCost ? money(totalCost) : '—'}</span></td>`;
+        return `<td class="p-2 text-center whitespace-nowrap align-middle font-semibold"><span class="${totalPayment ? 'text-amber-700' : 'text-slate-300'}">${totalPayment ? money(totalPayment) : '—'}</span><br><span class="text-xs ${totalCost ? 'text-rose-600' : 'text-slate-300'}">${totalCost ? money(totalCost) : '—'}</span></td>`;
       }
     })();
     const sm = pf.sign_month || "";
-    const signMonthCell = `<td class="p-2 text-center text-sm"><span class="pf-sm-text cursor-pointer hover:text-blue-600" id="pf-sm-${pf.id}" onclick="event.stopPropagation(); editPfSignMonth(event, ${pf.id})">${sm || '—'}</span></td>`;
-    return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td><td class="p-2 text-sm text-center">${esc(pf.business_type)}</td><td class="p-2 text-sm text-center">${pf.status === "已签约" ? badge("已签约") : pf.status === "流程中" ? badge("流程中","blue") : badge("待签约","amber")}</td>${signMonthCell}<td class="p-2 text-center text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}<td class="p-2 text-sm text-slate-500 text-center">${esc(pf.sales_person) || "—"}</td><td class="p-2 text-sm text-slate-500 text-center">${esc(pf.owner) || "—"}</td></tr>`;
+    const signMonthCell = `<td class="p-2 text-center align-middle text-sm"><span class="pf-sm-text cursor-pointer hover:text-blue-600" id="pf-sm-${pf.id}" onclick="event.stopPropagation(); editPfSignMonth(event, ${pf.id})">${sm || '—'}</span></td>`;
+    return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle">${esc(pf.customer_name)}</td>${signMonthCell}<td class="p-2 text-center align-middle text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}</tr>`;
   };
 
+  const now2 = new Date();
+  const defaultMonth2 = now2.getFullYear() + "-" + String(now2.getMonth()+1).padStart(2,"0");
+  if (!state.finMonth) state.finMonth = defaultMonth2;
+  if (state.finQuarter === undefined) state.finQuarter = Math.floor(now2.getMonth() / 3);
+  const monthSet2 = new Set([defaultMonth2]);
+  pfs.forEach(pf => { let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch(e) {} bd.forEach(b => { if (b.month) monthSet2.add(b.month); }); });
+  const allMonths = [...monthSet2].sort().reverse();
+  const qLabels2 = ["Q1 (1-3月)","Q2 (4-6月)","Q3 (7-9月)","Q4 (10-12月)"];
+  const toolMonthSelect = allMonths.map(m => '<option value="'+m+'" '+(m===state.finMonth?'selected':'')+'>'+m+'</option>').join("");
+  const toolQuarterSelect = qLabels2.map((l,i) => '<option value="'+i+'" '+(i===state.finQuarter?'selected':'')+'>'+l+'</option>').join("");
+  const toolDateSelect = state.finView==='monthly'?'<span class="text-sm text-slate-500 ml-2">月份：</span><select onchange="state.finMonth=this.value;renderFinance()" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolMonthSelect+'</select>':state.finView==='quarterly'?'<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="state.finQuarter=parseInt(this.value);localStorage.setItem(\'opc-fin-quarter\',this.value);renderFinance()" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolQuarterSelect+'</select>':'';
+
+  const finHeaderBase = `<span class="text-sm text-slate-500">视图：</span><select onchange="setFinView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="overview" ${state.finView==='overview'?'selected':''}>总视图</option><option value="quarterly" ${state.finView==='quarterly'?'selected':''}>季度视图</option><option value="monthly" ${state.finView==='monthly'?'selected':''}>月度视图</option></select>${toolDateSelect}`;
+  const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openFinanceModal()">新增财务项目</button>`;
+
+  const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('已签约')" class="finance-tab${state.finFilter==='已签约'?' active':''}" style="font-size:14px;font-weight:600">已签约 (${pfs.filter(x=>x.status==='已签约').length})</button><button onclick="switchFinFilter('待签约')" class="finance-tab${state.finFilter==='待签约'?' active':''}" style="font-size:14px;font-weight:600">待签约 (${pfs.filter(x=>x.status==='待签约').length})</button><button onclick="switchFinFilter('expense')" class="finance-tab${state.finFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用</button></div>`;
+
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    <div class="grid grid-cols-6 gap-3">
-      ${[["已签项目","" + signed.length,"file-check-2"],["签约金额",moneyInt(sumSign),"coins"],["流程项目","" + inContract.length,"file-clock"],["流程金额",moneyInt(sumContract),"clock"],["待签项目","" + pending.length,"file-question"],["待签金额",moneyInt(sumPending),"hourglass"]].map(([l,v,icon]) => `<div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${l}</span><strong class="mt-2 block text-2xl">${v}</strong></div>`).join("")}
-    </div>
-    <div class="grid grid-cols-5 gap-3">
-      ${[["本月确收",moneyInt(thisMonthRev),"trending-up"],["本月毛利",moneyInt(thisMonthGross),"percent"],["本月回款",moneyInt(monthPayment),"wallet"],["本月费用",moneyInt(monthCost),"receipt"],["本月现金流",moneyInt(monthCashflow),"repeat"]].map(([l,v,icon]) => `<div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${l}</span><strong class="mt-2 block text-2xl">${v}</strong></div>`).join("")}
-    </div>
-    <div class="flex justify-between items-center"><div class="flex items-center gap-1" id="finViewToggle"><button class="btn btn-sm ${state.finView !== 'cashflow' ? 'btn-primary' : 'btn-ghost'} p-1.5" data-view="rev" onclick="setFinView('rev')" title="确收/毛利视图"><i data-lucide="trending-up" style="width:16px;height:16px"></i></button><button class="btn btn-sm ${state.finView === 'cashflow' ? 'btn-primary' : 'btn-ghost'} p-1.5" data-view="cashflow" onclick="setFinView('cashflow')" title="回款/费用视图"><i data-lucide="wallet" style="width:16px;height:16px"></i></button></div><button class="btn btn-primary btn-sm" onclick="openFinanceModal()"><i data-lucide="plus"></i>新增财务项目</button></div>
-    <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-5xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
+    ${finFilterTabs}
+    ${state.finFilter !== 'expense' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "p-4") : ''}
+    <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
   <div class="finance-tabs">
     <button class="finance-tab active" data-tab="info" onclick="switchFinanceTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
-    <button class="finance-tab" data-tab="budget" onclick="switchFinanceTab('budget')"><i data-lucide="calendar" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>月度预算</button>
+    <button class="finance-tab" data-tab="revpay" onclick="switchFinanceTab('revpay')"><i data-lucide="dollar-sign" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>确收与回款</button>
+    <button class="finance-tab" data-tab="cost" onclick="switchFinanceTab('cost')"><i data-lucide="receipt" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>费用明细</button>
+    <button class="finance-tab" data-tab="exec" onclick="switchFinanceTab('exec')"><i data-lucide="play-circle" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>执行信息</button>
+    <button class="finance-tab" data-tab="tasks" onclick="switchFinanceTab('tasks')"><i data-lucide="list-checks" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>任务管理</button>
+    <button class="finance-tab" data-tab="activity" onclick="switchFinanceTab('activity')"><i data-lucide="message-square" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>活动与跟进</button>
   </div>
-<form onsubmit="createFinance(event)" class="p-8 grid gap-6"><input type="hidden" name="pf_id" id="pf-id-input" value="">
+<form onsubmit="createFinance(event)" class="finance-form" novalidate><input type="hidden" name="pf_id" id="pf-id-input" value="">
+<div class="finance-tab-body">
 <div id="financeTabInfo">
-  <div class="grid grid-cols-2 gap-5">
-    <div class="fin-field-group">
-      <p class="fin-section-label">项目信息</p>
-      <div class="grid gap-4">
-        <label class="block"><span class="fin-label">部门</span><input type="hidden" name="project_id" value="${state.tenant}"><input class="form-ctrl bg-slate-50 cursor-not-allowed" value="${state.tenant}" disabled></label>
-        <label class="block"><span class="fin-label">业务类型</span><select name="business_type" class="form-ctrl bg-white">${fmTypes.map(t => `<option>${t}</option>`).join("")}</select></label>
-        <label class="block"><span class="fin-label">项目名称 <span class="text-red-500">*</span></span><input name="customer_name" required class="form-ctrl" placeholder="请输入项目名称"></label>
-      </div>
+  <div class="grid gap-4">
+    <div class="grid grid-cols-3 gap-3">
+      <label class="block"><span class="fin-label">部门</span><input type="hidden" name="project_id" value="${state.tenant}"><input class="form-ctrl bg-slate-50 cursor-not-allowed" value="${state.tenant}" disabled></label>
+      <label class="block"><span class="fin-label">项目编号</span><input name="project_code" class="form-ctrl" placeholder="如：KP-2026-001"></label>
+      <label class="block"><span class="fin-label">项目名称 <span class="text-red-500">*</span></span><input name="customer_name" required class="form-ctrl" placeholder="请输入项目名称"></label>
     </div>
-    <div class="fin-field-group">
-      <p class="fin-section-label">合同信息</p>
-      <div class="grid gap-4">
-        <label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" type="number" step="0.01" min="0.01" required class="form-ctrl" placeholder="必须大于 0"></label>
-        <div class="grid grid-cols-2 gap-3">
-          <label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${monthOptions('')}</select></label>
-          <label class="block"><span class="fin-label">项目状态</span><select name="status" class="form-ctrl bg-white"><option>已签约</option><option>流程中</option><option>待签约</option></select></label>
-        </div>
-        <div class="grid grid-cols-2 gap-3">
-          <label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
-          <label class="block"><span class="fin-label">经营负责人 <span class="text-red-500">*</span></span><input name="owner" required class="form-ctrl" placeholder="请输入经营负责人"></label>
-        </div>
-      </div>
+    <div class="grid grid-cols-3 gap-3">
+      <label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" class="form-ctrl" placeholder="必须大于 0"></label>
+      <label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${monthOptions('')}</select></label>
+      <label class="block"><span class="fin-label">项目状态</span><select name="status" class="form-ctrl bg-white"><option>已签约</option><option>待签约</option></select></label>
+    </div>
+    <div class="grid grid-cols-3 gap-3">
+      <label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
+      <label class="block"><span class="fin-label">经营负责人 <span class="text-red-500">*</span></span><input name="owner" required class="form-ctrl" placeholder="请输入经营负责人"></label>
+      <label class="block"><span class="fin-label">业务联系人</span><input name="contact_name" class="form-ctrl" placeholder="请输入业务联系人"></label>
+    </div>
+    <div class="grid grid-cols-3 gap-3">
+      <label class="block"><span class="fin-label">联系电话</span><input name="contact_phone" class="form-ctrl" placeholder="请输入联系电话"></label>
+      <label class="block"><span class="fin-label">其他</span><input name="other_info" class="form-ctrl" placeholder="备注信息"></label>
+    </div>
+    <div class="block"><span class="fin-label">业务类型</span><div class="flex flex-wrap gap-2 mt-1" id="businessTypeChecks">${fmTypes.map(t => `<label class="inline-flex items-center gap-1 px-2.5 py-1 rounded-full border border-slate-200 cursor-pointer hover:border-blue-300 text-sm bt-chip" onclick="toggleBtChip(this)"><input type="checkbox" name="business_type[]" value="${t}" class="hidden"><span>${t}</span></label>`).join("")}</div></div>
+  </div>
+</div>
+<div id="financeTabExec" class="hidden">
+  <div class="fin-field-group">
+    <p class="fin-section-label">执行信息</p>
+    <div class="grid grid-cols-3 gap-4">
+      <label class="block"><span class="fin-label">开始时间</span><input name="start_date" type="date" class="form-ctrl"></label>
+      <label class="block"><span class="fin-label">结束时间</span><input name="end_date" type="date" class="form-ctrl"></label>
+      <label class="block"><span class="fin-label">项目经理</span><input name="project_manager" class="form-ctrl" placeholder="请输入项目经理"></label>
+      <label class="block"><span class="fin-label">合同服务费标准</span><select name="service_fee_standard" class="form-ctrl bg-white">${Array.from({length:21},(_,i)=>{const v=i+5;return `<option value="${v}" ${v===5?'selected':''}>${v}%</option>`}).join("")}</select></label>
     </div>
   </div>
 </div>
-<div id="financeTabBudget" class="hidden">
-  <div class="grid grid-cols-4 gap-3 mb-4" id="budgetSummary">
+<div id="financeTabRevpay" class="hidden">
+  <div class="grid grid-cols-3 gap-3 mb-4" id="revpaySummary">
     <div class="bg-blue-50 rounded-lg p-3 text-center border border-blue-100">
       <p class="text-xs text-blue-600 font-medium">总确收</p>
-      <p class="text-lg font-bold text-blue-700" id="budgetTotalRev">¥0</p>
+      <p class="text-lg font-bold text-blue-700" id="revpayTotalRev">¥0</p>
     </div>
     <div class="bg-green-50 rounded-lg p-3 text-center border border-green-100">
       <p class="text-xs text-green-600 font-medium">总毛利</p>
-      <p class="text-lg font-bold text-green-700" id="budgetTotalGross">¥0</p>
+      <p class="text-lg font-bold text-green-700" id="revpayTotalGross">¥0</p>
     </div>
-    <div class="bg-amber-50 rounded-lg p-3 text-center border border-amber-100" id="budgetTotalPaymentCard">
+    <div class="bg-amber-50 rounded-lg p-3 text-center border border-amber-100">
       <p class="text-xs text-amber-600 font-medium">总回款</p>
-      <p class="text-lg font-bold text-amber-700" id="budgetTotalPayment">¥0</p>
-    </div>
-    <div class="bg-rose-50 rounded-lg p-3 text-center border border-rose-100" id="budgetTotalCostCard">
-      <p class="text-xs text-rose-600 font-medium">总费用</p>
-      <p class="text-lg font-bold text-rose-700" id="budgetTotalCost">¥0</p>
+      <p class="text-lg font-bold text-amber-700" id="revpayTotalPayment">¥0</p>
     </div>
   </div>
-  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="budgetTable">
-    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:140px">月份</th><th class="p-2.5 text-right font-medium text-slate-500">确收</th><th class="p-2.5 text-right font-medium text-slate-500">毛利</th><th class="p-2.5 text-right font-medium text-slate-500">回款</th><th class="p-2.5 text-right font-medium text-slate-500">费用</th><th class="p-2.5 w-8"></th></tr></thead>
-    <tbody id="budgetTbody"></tbody>
+  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="revpayTable">
+    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:140px">月份</th><th class="p-2.5 text-right font-medium text-slate-500">确收</th><th class="p-2.5 text-right font-medium text-slate-500">毛利</th><th class="p-2.5 text-right font-medium text-slate-500">回款</th><th class="p-2.5 text-left font-medium text-slate-500">备注</th><th class="p-2.5 w-8"></th></tr></thead>
+    <tbody id="revpayTbody"></tbody>
   </table>
-  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addBudgetRow()"><i data-lucide="plus"></i>添加月份</button>
+  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addRevpayRow()"><i data-lucide="plus"></i>添加月份</button>
 </div>
-<div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
-    ${card(`<div class="flex items-center justify-between mb-3"><h3 class="font-bold text-slate-700">项目明细 <span class="text-slate-400 font-normal">(${pfs.length})</span></h3></div><div class="flex gap-2 mb-3">${[["已签约","已签约"],["流程中","流程中"],["待签约","待签约"]].map(([k,v]) => `<button class="btn btn-sm ${state.finFilter === k ? 'btn-primary' : 'btn-ghost'}" onclick="state.finFilter='${k}';renderFinance()">${v} (${pfs.filter(x=>x.status===k).length})</button>`).join("")}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold">项目名称</th><th class="p-2 text-center font-semibold">类型</th><th class="p-2 text-center font-semibold">状态</th><th class="p-2 text-center font-semibold">签约月份</th><th class="p-2 text-center font-semibold">签约金额</th>${monthLabels.map(l => `<th class="p-2 text-center font-semibold">${l}<br><span class="text-xs text-slate-400">${state.finView !== 'cashflow' ? '确收/毛利' : '回款/费用'}</span></th>`).join("")}<th class="p-2 text-center font-semibold">总计<br><span class="text-xs text-slate-400">${state.finView !== 'cashflow' ? '确收/毛利' : '回款/费用'}</span></th><th class="p-2 text-center font-semibold">商务负责人</th><th class="p-2 text-center font-semibold">经营负责人</th></tr></thead><tbody>${pfs.filter(x => x.status === state.finFilter).map(renderPfRow).join("")}</tbody></table></div>`, "p-4")}
+<div id="financeTabCost" class="hidden">
+  <div class="grid grid-cols-2 gap-3 mb-4" id="costSummary">
+    <div class="bg-rose-50 rounded-lg p-3 text-center border border-rose-100">
+      <p class="text-xs text-rose-600 font-medium">总成本</p>
+      <p class="text-lg font-bold text-rose-700" id="costTotalCost">¥0</p>
+    </div>
+    <div class="bg-purple-50 rounded-lg p-3 text-center border border-purple-100">
+      <p class="text-xs text-purple-600 font-medium">总已付</p>
+      <p class="text-lg font-bold text-purple-700" id="costTotalPaid">¥0</p>
+    </div>
+  </div>
+  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="costTable">
+    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:140px">月份</th><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">费用类型</th><th class="p-2.5 text-right font-medium text-slate-500">成本</th><th class="p-2.5 text-right font-medium text-slate-500">已付</th><th class="p-2.5 text-left font-medium text-slate-500">备注</th><th class="p-2.5 w-8"></th></tr></thead>
+    <tbody id="costTbody"></tbody>
+  </table>
+  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addCostRow()"><i data-lucide="plus"></i>添加月份</button>
+</div>
+<div id="financeTabTasks" class="hidden">
+  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="taskTable">
+    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">月份</th><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">任务类型</th><th class="p-2.5 text-right font-medium text-slate-500">任务数量</th><th class="p-2.5 text-right font-medium text-slate-500">已执行</th><th class="p-2.5 text-right font-medium text-slate-500">差额</th><th class="p-2.5 text-right font-medium text-slate-500">单价</th><th class="p-2.5 text-right font-medium text-slate-500">执行金额</th><th class="p-2.5 text-right font-medium text-slate-500">未执行金额</th><th class="p-2.5 w-8"></th></tr></thead>
+    <tbody id="taskTbody"></tbody>
+  </table>
+  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addTaskRow()"><i data-lucide="plus"></i>添加任务</button>
+</div>
+<div id="financeTabActivity" class="hidden">
+  <div class="grid gap-2" id="finActivityList"></div>
+  <div class="comment-box mt-3">
+    <div class="squire-toolbar">
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('bold')" title="加粗"><i data-lucide="bold"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('italic')" title="斜体"><i data-lucide="italic"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('underline')" title="下划线"><i data-lucide="underline"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('strikethrough')" title="删除线"><i data-lucide="strikethrough"></i></button>
+      <span class="squire-sep"></span>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeUnorderedList')" title="无序列表"><i data-lucide="list"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeOrderedList')" title="有序列表"><i data-lucide="list-ordered"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('blockquote')" title="引用"><i data-lucide="quote"></i></button>
+      <span class="squire-sep"></span>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('undo')" title="撤销"><i data-lucide="undo"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('redo')" title="重做"><i data-lucide="redo"></i></button>
+    </div>
+    <div class="squire-editor" id="squire_finance" placeholder="添加评论"></div>
+    <div class="comment-toolbar">
+      <span class="comment-hint">支持富文本编辑</span>
+      <button class="btn btn-primary btn-sm comment-submit" type="button" onclick="submitFinComment()">评论</button>
+    </div>
+  </div>
+</div>
+</div><div class="flex justify-end gap-3 pt-2 finance-form-actions"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
+    ${(() => {
+      if (state.finFilter === 'expense') {
+        setTimeout(() => renderExpense(), 10);
+        return `<div id="financeExpense"></div>`;
+      }
+      const isUnsigned = state.finFilter === '待签约';
+      const METRIC_CARDS = [
+        { label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },
+        { label: '已确收', hideUnsigned: true, value: ctx => moneyWan(ctx.sumRev), color: 'text-blue-700' },
+        { label: '毛利', value: ctx => money(ctx.sumGross), color: 'text-green-700' },
+        { label: '成本', value: ctx => moneyWan(ctx.sumCost), color: 'text-rose-700' },
+        { label: '项目利润', value: ctx => { const v = ctx.sumGross; return { val: moneyWan(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
+        { label: '已回款', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPay), color: 'text-amber-700' },
+        { label: '已付', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPaid), color: 'text-purple-700' },
+        { label: '现金流', hideUnsigned: true, value: ctx => { const v = ctx.sumPay - ctx.sumPaid; return { val: money(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
+        { label: '执行率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.signTotal ? Math.round(ctx.sumRev / ctx.signTotal * 100) + '%' : '—', color: 'text-slate-500' },
+        { label: '毛利率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumGross ? Math.round(ctx.sumGross / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
+        { label: '回款率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumPay ? Math.round(ctx.sumPay / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
+        { label: '付款率', hideUnsigned: true, value: ctx => ctx.sumCost && ctx.sumPaid ? Math.round(ctx.sumPaid / ctx.sumCost * 100) + '%' : '—', color: 'text-slate-500' },
+      ].filter(c => state.finFilter !== '待签约' || !c.hideUnsigned);
+
+      const renderView = (rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, emptyText) => {
+        const ctx = { sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt };
+        const cards = METRIC_CARDS.map(c => {
+          const v = c.value(ctx);
+          return typeof v === 'object' ? [c.label, v.val, v.cls] : [c.label, v, c.color];
+        });
+        const thead = isUnsigned
+          ? '<thead><tr class="bg-slate-50 border-b border-slate-200">' +
+            '<th class="p-2 text-center font-semibold align-middle">项目名称</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">状态</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">签约金额</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">签约月份</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">毛利</th>' +
+            '<th class="p-2 text-center font-semibold align-middle text-rose-600">成本</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">项目利润</th>' +
+            '</tr></thead>'
+          : '<thead><tr class="bg-slate-50 border-b border-slate-200">' +
+            '<th class="p-2 text-center font-semibold align-middle">项目名称</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">状态</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">签约金额</th>' +
+            '<th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">毛利</th>' +
+            '<th class="p-2 text-center font-semibold align-middle text-rose-600">成本</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">项目利润</th>' +
+            '<th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th>' +
+            '<th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th>' +
+            '<th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">执行率</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">毛利率</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">回款率</th>' +
+            '<th class="p-2 text-center font-semibold align-middle">付款率</th>' +
+            '</tr></thead>';
+        const theadCols = isUnsigned ? 7 : 14;
+        const tbody = rows.length ? `<tbody>${rows.join("")}</tbody>` : `<tr><td colspan="${theadCols}" class="p-6 text-center text-slate-400">${emptyText}</td></tr>`;
+
+        const cardGrid = isUnsigned ? 'grid-cols-4' : 'grid-cols-6';
+        const subtitle = isUnsigned
+          ? '合同 → 毛利 → 成本 → 项目利润'
+          : '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流 → 执行率 → 毛利率 → 回款率 → 付款率';
+        return card(`<div class="grid ${cardGrid} gap-3 mb-3">${cards.map(([l, v, c]) => '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">' + l + '</span><strong class="mt-2 block text-xl ' + c + '">' + v + '</strong></div>').join("")}</div>`, "p-4") +
+               card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-400 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
+      };
+
+      const fmtNoUnit = (v) => v ? `<span class="font-medium">${Number(v||0).toLocaleString('zh-CN')}</span>` : '<span class="text-slate-300">—</span>';
+      const tdRow = (pf, rev, payment, cost, paid, gross) => {
+        const cashflow = payment - paid;
+        const exe = rev && pf.sign_amount ? Math.round(rev / pf.sign_amount * 100) + '%' : '<span class="text-slate-300">—</span>';
+        const payRVal = rev && payment ? Math.round(payment / rev * 100) : null;
+        const payRCls = payRVal === null ? '' : payRVal < 30 ? 'text-red-600' : payRVal < 80 ? 'text-amber-600' : 'text-green-600';
+        const payR = payRVal !== null ? '<span class="' + payRCls + ' font-semibold">' + payRVal + '%</span>' : '<span class="text-slate-300">—</span>';
+        const paidR = cost && paid ? Math.round(paid / cost * 100) + '%' : '<span class="text-slate-300">—</span>';
+        const grossR = rev && gross ? Math.round(gross / rev * 100) + '%' : '<span class="text-slate-300">—</span>';
+        const st = pf.status === '已签约' ? '<span class="text-green-600">已签约</span>' : '<span class="text-amber-600">待签约</span>';
+        const cf = cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>';
+        const cfCls = cashflow >= 0 ? 'text-green-600' : 'text-red-600';
+        const profit = gross;
+        const pfCls = profit >= 0 ? 'text-green-600' : 'text-red-600';
+        const pfVal = profit ? money(profit) : '<span class="text-slate-300">—</span>';
+        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="p-2 text-center align-middle text-sm">${st}</td><td class="p-2 text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="p-2 text-center text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="p-2 text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="p-2 text-center font-semibold align-middle ${pfCls}">${pfVal}</td><td class="p-2 text-center text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="p-2 text-center font-semibold align-middle ${cfCls}">${cf}</td><td class="p-2 text-center align-middle text-sm">${exe}</td><td class="p-2 text-center align-middle text-sm">${grossR}</td><td class="p-2 text-center align-middle text-sm">${payR}</td><td class="p-2 text-center align-middle text-sm">${paidR}</td></tr>`;
+      };
+      // 待签约简版行
+      const tdRowUnsigned = (pf, cost, gross) => {
+        const st = pf.status === '待签约' ? '<span class="text-amber-600">待签约</span>' : '<span class="text-green-600">已签约</span>';
+        const profit = gross;
+        const pfCls = profit >= 0 ? 'text-green-600' : 'text-red-600';
+        const pfVal = profit ? money(profit) : '<span class="text-slate-300">—</span>';
+        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="p-2 text-center align-middle text-sm">${st}</td><td class="p-2 text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="p-2 text-center align-middle text-sm">${pf.sign_month || '—'}</td><td class="p-2 text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="p-2 text-center font-semibold align-middle ${pfCls}">${pfVal}</td></tr>`;
+      };
+
+      if (state.finView === 'monthly') {
+        const allPfs = pfs.filter(x => x.status === state.finFilter);
+        const now = new Date();
+        const defaultMonth = now.getFullYear() + "-" + String(now.getMonth() + 1).padStart(2, "0");
+        if (!state.finMonth) state.finMonth = defaultMonth;
+        const selMonth = state.finMonth;
+        const rows = [];
+        let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
+        allPfs.forEach(pf => {
+          let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
+          let ed = []; try { ed = JSON.parse(pf.expense_data || "[]"); } catch (e) {}
+          const b = bd.find(x => (x.month || "") === selMonth) || {};
+          const e = ed.find(x => (x.month || "") === selMonth) || {};
+          const rev = Math.round(parseFloat(b.rev || 0) || 0);
+          const payment = Math.round(parseFloat(b.payment || 0) || 0);
+          const gross = Math.round(parseFloat(b.gross || 0) || 0);
+          const cost = Math.round(parseFloat(e.cost || 0) || 0);
+          const paid = Math.round(parseFloat(e.paid || 0) || 0);
+          if (!rev && !payment && !cost && !paid && !gross) return;
+          sumRev += rev; sumPay += payment; sumCost += cost; sumPaid += paid; sumGross += gross;
+          rows.push(isUnsigned ? tdRowUnsigned(pf, cost, gross) : tdRow(pf, rev, payment, cost, paid, gross));
+        });
+        const signTotal = Math.round(allPfs.filter(x => (x.sign_month || "").substring(0, 7) === selMonth).reduce((a, p) => a + (p.sign_amount || 0), 0));
+        const signCnt = allPfs.filter(x => x.status === "已签约" && (x.sign_month || "").substring(0, 7) === selMonth).length;
+        return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, '该月份暂无数据');
+      }
+
+      if (state.finView === 'quarterly') {
+        const allPfs = pfs.filter(x => x.status === state.finFilter);
+        const qRanges = [[1, 2, 3], [4, 5, 6], [7, 8, 9], [10, 11, 12]];
+        const now = new Date();
+        if (state.finQuarter === undefined) {
+          const saved = localStorage.getItem("opc-fin-quarter");
+          state.finQuarter = saved !== null ? parseInt(saved) : Math.floor(now.getMonth() / 3);
+        }
+        const selQ = state.finQuarter;
+        const qRange = qRanges[selQ];
+        const sumBudget = (pf, field) => {
+          let total = 0;
+          try { JSON.parse(pf.budget_data || "[]").forEach(b => { const m = parseInt((b.month || "").substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(b[field] || 0); }); } catch (e) {}
+          return total;
+        };
+        const sumExpense = (pf, field) => {
+          let total = 0;
+          try { JSON.parse(pf.expense_data || "[]").forEach(e => { const m = parseInt((e.month || "").substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(e[field] || 0); }); } catch (e) {}
+          return total;
+        };
+        let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
+        const rows = [];
+        allPfs.forEach(pf => {
+          const rev = sumBudget(pf, "rev");
+          const payment = sumBudget(pf, "payment");
+          const gross = sumBudget(pf, "gross");
+          const cost = sumExpense(pf, "cost");
+          const paid = sumExpense(pf, "paid");
+          if (!rev && !payment && !cost && !paid && !gross) return;
+          sumRev += rev; sumPay += payment; sumCost += cost; sumPaid += paid; sumGross += gross;
+          rows.push(isUnsigned ? tdRowUnsigned(pf, cost, gross) : tdRow(pf, rev, payment, cost, paid, gross));
+        });
+        const signTotal = Math.round(allPfs.filter(x => { const m = parseInt((x.sign_month || "0").substring(5)) || 0; return qRange.includes(m); }).reduce((a, p) => a + (p.sign_amount || 0), 0));
+        const signCnt = allPfs.filter(x => x.status === "已签约" && qRange.includes(parseInt((x.sign_month || "0").substring(5)) || 0)).length;
+        return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, '该季度暂无数据');
+      }
+
+      // 总视图
+      const calcTotals = (pf) => {
+        let budget = []; try { budget = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
+        let expense = []; try { expense = JSON.parse(pf.expense_data || "[]"); } catch (e) {}
+        let rev = 0, payment = 0, gross = 0;
+        budget.forEach(b => { rev += parseFloat(b.rev || 0) || 0; gross += parseFloat(b.gross || 0) || 0; payment += parseFloat(b.payment || 0) || 0; });
+        let cost = 0, paid = 0;
+        expense.forEach(e => { cost += parseFloat(e.cost || 0) || 0; paid += parseFloat(e.paid || 0) || 0; });
+        return { rev: Math.round(rev), payment: Math.round(payment), cost: Math.round(cost), paid: Math.round(paid), gross: Math.round(gross) };
+      };
+      const allPfs = pfs.filter(x => x.status === state.finFilter);
+      let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
+      const rows = [];
+      allPfs.forEach(pf => {
+        const t = calcTotals(pf);
+        sumRev += t.rev; sumPay += t.payment; sumCost += t.cost; sumPaid += t.paid; sumGross += t.gross;
+        rows.push(isUnsigned ? tdRowUnsigned(pf, t.cost, t.gross) : tdRow(pf, t.rev, t.payment, t.cost, t.paid, t.gross));
+      });
+      const signTotal = Math.round(allPfs.reduce((a, p) => a + (p.sign_amount || 0), 0));
+      const signCnt = allPfs.filter(x => x.status === "已签约").length;
+      return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, '暂无数据');
+    })()}
   </div>`;
   if (window.lucide) window.lucide.createIcons();
 }
@@ -181,54 +424,183 @@ window.openFinanceModal = () => {
   if (dept) dept.value = state.tenant;
   const pfIdInput = form.querySelector('[name="pf_id"]');
   if (!pfIdInput || !pfIdInput.value) {
-    initBudgetTable(null);
+    initRevpayTable(null);
+    initCostTable(null);
+    initTaskTable(null);
     document.querySelector("#financeDeleteBtn").classList.add("hidden");
   }
   modal.classList.remove("hidden");
 };
 
-window.addBudgetRow = (month = '', rev = '', gross = '', payment = '', cost = '') => {
-  const tbody = document.querySelector("#budgetTbody");
+window.addRevpayRow = (month = '', rev = '', gross = '', payment = '', rev_note = '') => {
+  const tbody = document.querySelector("#revpayTbody");
   if (!tbody) return;
   const row = document.createElement("tr");
-  row.innerHTML = `<td><select name="budget_month[]" class="form-ctrl form-ctrl-sm w-full" style="min-width:140px" onchange="updateBudgetSummary()">${monthOptions(month)}</select></td>
-    <td><input name="budget_rev[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${rev}" oninput="updateBudgetSummary()"></td>
-    <td><input name="budget_gross[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${gross}" oninput="updateBudgetSummary()"></td>
-    <td><input name="budget_payment[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${payment}" oninput="updateBudgetSummary()"></td>
-    <td><input name="budget_cost[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${cost}" oninput="updateBudgetSummary()"></td>
-    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove();updateBudgetSummary()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
+  row.innerHTML = `<td><select name="budget_month[]" class="form-ctrl form-ctrl-sm w-full" style="min-width:140px" onchange="updateRevpaySummary()">${monthOptions(month)}</select></td>
+    <td><input name="budget_rev[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${rev}" oninput="updateRevpaySummary()"></td>
+    <td><input name="budget_gross[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${gross}" oninput="updateRevpaySummary()"></td>
+    <td><input name="budget_payment[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${payment}" oninput="updateRevpaySummary()"></td>
+    <td><input name="budget_rev_note[]" class="form-ctrl form-ctrl-sm w-full" placeholder="备注" value="${rev_note}"></td>
+    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove();updateRevpaySummary()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
   tbody.appendChild(row);
   if (window.lucide) window.lucide.createIcons();
 };
 
-window.updateBudgetSummary = () => {
-  const revEl = document.querySelector("#budgetTotalRev");
-  const grossEl = document.querySelector("#budgetTotalGross");
-  const paymentEl = document.querySelector("#budgetTotalPayment");
-  const costEl = document.querySelector("#budgetTotalCost");
-  if (!revEl || !grossEl) return;
+window.addCostRow = (month = '', expense_type = '', cost = '', paid = '', exp_note = '') => {
+  const tbody = document.querySelector("#costTbody");
+  if (!tbody) return;
+  const row = document.createElement("tr");
+  row.innerHTML = `<td><select name="expense_month[]" class="form-ctrl form-ctrl-sm w-full" style="min-width:140px" onchange="updateCostSummary()">${monthOptions(month)}</select></td>
+    <td><input name="expense_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="费用类型" value="${expense_type}"></td>
+    <td><input name="expense_cost[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${cost}" oninput="updateCostSummary()"></td>
+    <td><input name="expense_paid[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${paid}" oninput="updateCostSummary()"></td>
+    <td><input name="expense_note[]" class="form-ctrl form-ctrl-sm w-full" placeholder="备注" value="${exp_note}"></td>
+    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove();updateCostSummary()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
+  tbody.appendChild(row);
+  if (window.lucide) window.lucide.createIcons();
+};
+
+window.updateRevpaySummary = () => {
+  const revEl = document.querySelector("#revpayTotalRev");
+  const grossEl = document.querySelector("#revpayTotalGross");
+  const paymentEl = document.querySelector("#revpayTotalPayment");
+  if (!revEl || !paymentEl) return;
   const revInputs = document.querySelectorAll('[name="budget_rev[]"]');
   const grossInputs = document.querySelectorAll('[name="budget_gross[]"]');
   const paymentInputs = document.querySelectorAll('[name="budget_payment[]"]');
-  const costInputs = document.querySelectorAll('[name="budget_cost[]"]');
-  let totalRev = 0, totalGross = 0, totalPayment = 0, totalCost = 0;
+  let totalRev = 0, totalGross = 0, totalPayment = 0;
   revInputs.forEach(el => { totalRev += parseFloat(el.value) || 0; });
   grossInputs.forEach(el => { totalGross += parseFloat(el.value) || 0; });
   paymentInputs.forEach(el => { totalPayment += parseFloat(el.value) || 0; });
-  costInputs.forEach(el => { totalCost += parseFloat(el.value) || 0; });
   revEl.textContent = money(totalRev);
-  grossEl.textContent = money(totalGross);
-  if (paymentEl) paymentEl.textContent = money(totalPayment);
-  if (costEl) costEl.textContent = money(totalCost);
+  if (grossEl) grossEl.textContent = money(totalGross);
+  paymentEl.textContent = money(totalPayment);
 };
 
-window.initBudgetTable = (budgetData) => {
-  const tbody = document.querySelector("#budgetTbody");
+window.updateCostSummary = () => {
+  const costEl = document.querySelector("#costTotalCost");
+  const paidEl = document.querySelector("#costTotalPaid");
+  if (!costEl || !paidEl) return;
+  const costInputs = document.querySelectorAll('[name="expense_cost[]"]');
+  const paidInputs = document.querySelectorAll('[name="expense_paid[]"]');
+  let totalCost = 0, totalPaid = 0;
+  costInputs.forEach(el => { totalCost += parseFloat(el.value) || 0; });
+  paidInputs.forEach(el => { totalPaid += parseFloat(el.value) || 0; });
+  costEl.textContent = money(totalCost);
+  paidEl.textContent = money(totalPaid);
+};
+
+window.initRevpayTable = (budgetData) => {
+  const tbody = document.querySelector("#revpayTbody");
   if (!tbody) return;
   tbody.innerHTML = "";
   const rows = budgetData || [];
-  rows.forEach(r => addBudgetRow(r.month || '', r.rev || '', r.gross || '', r.payment || '', r.cost || ''));
-  setTimeout(() => updateBudgetSummary(), 50);
+  rows.forEach(r => addRevpayRow(r.month || '', r.rev || '', r.gross || '', r.payment || '', r.rev_note || ''));
+  setTimeout(() => updateRevpaySummary(), 50);
+};
+
+window.initCostTable = (expenseData) => {
+  const tbody = document.querySelector("#costTbody");
+  if (!tbody) return;
+  tbody.innerHTML = "";
+  const rows = expenseData || [];
+  rows.forEach(r => addCostRow(r.month || '', r.expense_type || '', r.cost || '', r.paid || '', r.exp_note || ''));
+  setTimeout(() => updateCostSummary(), 50);
+};
+
+// ---------- 任务管理 tab ----------
+const TASK_TYPES = ["科普视频", "科普专访", "科普文章", "问卷调研", "病例征集"];
+
+function taskMonthOptions(selected) {
+  const now = new Date();
+  const opts = [];
+  for (let i = -2; i <= 12; i++) {
+    const d = new Date(now.getFullYear(), now.getMonth() + i, 1);
+    const v = d.getFullYear() + "-" + String(d.getMonth() + 1).padStart(2, "0");
+    opts.push(`<option value="${v}" ${v === selected ? 'selected' : ''}>${v}</option>`);
+  }
+  return opts.join("");
+}
+
+window.addTaskRow = (taskMonth = '', taskType = '', taskCount = '', executedCount = '', unitPrice = '') => {
+  const tbody = document.querySelector("#taskTbody");
+  if (!tbody) return;
+  const row = document.createElement("tr");
+  const defaultMonth = (() => { const n = new Date(); return n.getFullYear() + "-" + String(n.getMonth()+1).padStart(2,"0"); })();
+  const isPreset = TASK_TYPES.includes(taskType);
+  const typeCell = isPreset || !taskType
+    ? `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="onTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option ${t === taskType ? 'selected' : ''}>${t}</option>`).join("")}<option value="__custom__" ${!isPreset && taskType ? 'selected' : ''}>自定义...</option></select>`
+    : `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" value="${esc(taskType)}" placeholder="输入自定义类型"><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+  row.innerHTML = `<td><select name="task_month[]" class="form-ctrl form-ctrl-sm w-full">${taskMonthOptions(taskMonth || defaultMonth)}</select></td>
+    <td class="flex items-center">${typeCell}</td>
+    <td><input name="task_count[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${taskCount}" oninput="updateTaskDiff(this)"></td>
+    <td><input name="task_executed[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${executedCount}" oninput="updateTaskDiff(this)"></td>
+    <td><input name="task_diff[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:80px" placeholder="—" disabled></td>
+    <td><input name="task_unit_price[]" type="number" step="0.01" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:90px" placeholder="0" value="${unitPrice}" oninput="updateTaskDiff(this)"></td>
+    <td><input name="task_exec_amount[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:140px" placeholder="—" disabled></td>
+    <td><input name="task_unexec_amount[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:140px" placeholder="—" disabled></td>
+    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
+  tbody.appendChild(row);
+  if (window.lucide) window.lucide.createIcons();
+  updateRowCalc(row);
+};
+
+window.updateTaskDiff = (el) => {
+  const row = el.closest('tr');
+  if (!row) return;
+  updateRowCalc(row);
+};
+
+function updateRowCalc(row) {
+  const countInput = row.querySelector('[name="task_count[]"]');
+  const execInput = row.querySelector('[name="task_executed[]"]');
+  const priceInput = row.querySelector('[name="task_unit_price[]"]');
+  const diffInput = row.querySelector('[name="task_diff[]"]');
+  const execAmtInput = row.querySelector('[name="task_exec_amount[]"]');
+  const unexecAmtInput = row.querySelector('[name="task_unexec_amount[]"]');
+  const c = parseFloat(countInput.value) || 0;
+  const e = parseFloat(execInput.value) || 0;
+  const p = parseFloat(priceInput.value) || 0;
+  const diff = c - e;
+  // 差额
+  diffInput.value = (!c && !e) ? '' : diff;
+  // 执行金额 = 单价 * 已执行
+  const execAmt = p * e;
+  execAmtInput.value = execAmt ? execAmt.toFixed(2) : '';
+  // 未执行金额 = 单价 * 差额
+  const unexecAmt = p * diff;
+  unexecAmtInput.value = unexecAmt ? unexecAmt.toFixed(2) : '';
+}
+
+window.toggleBtChip = (chip) => {
+  const cb = chip.querySelector('input');
+  cb.checked = !cb.checked;
+  chip.classList.toggle('bg-blue-50', cb.checked);
+  chip.classList.toggle('border-blue-400', cb.checked);
+  chip.classList.toggle('text-blue-600', cb.checked);
+};
+
+window.initTaskTable = (taskData) => {
+  const tbody = document.querySelector("#taskTbody");
+  if (!tbody) return;
+  tbody.innerHTML = "";
+  const rows = taskData || [];
+  rows.forEach(r => addTaskRow(r.task_month || '', r.task_type || '', r.task_count || '', r.task_executed || '', r.unit_price || ''));
+};
+
+window.onTaskTypeChange = (sel) => {
+  if (sel.value !== '__custom__') return;
+  const td = sel.parentElement;
+  const oldVal = sel.value;
+  td.innerHTML = `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="输入自定义类型" autofocus><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+  if (window.lucide) window.lucide.createIcons();
+  td.querySelector('input').focus();
+};
+
+window.revertTaskType = (btn) => {
+  const td = btn.parentElement;
+  td.innerHTML = `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="onTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option>${t}</option>`).join("")}<option value="__custom__">自定义...</option></select>`;
+  if (window.lucide) window.lucide.createIcons();
 };
 
 window.closeFinanceModal = () => {
@@ -266,7 +638,65 @@ window.editPfSignMonth = (event, pfId) => {
 window.switchFinanceTab = (tab) => {
   document.querySelectorAll(".finance-tab").forEach(b => b.classList.toggle("active", b.dataset.tab === tab));
   document.querySelector("#financeTabInfo").classList.toggle("hidden", tab !== "info");
-  document.querySelector("#financeTabBudget").classList.toggle("hidden", tab !== "budget");
+  document.querySelector("#financeTabRevpay").classList.toggle("hidden", tab !== "revpay");
+  document.querySelector("#financeTabCost").classList.toggle("hidden", tab !== "cost");
+  document.querySelector("#financeTabExec").classList.toggle("hidden", tab !== "exec");
+  document.querySelector("#financeTabTasks").classList.toggle("hidden", tab !== "tasks");
+  document.querySelector("#financeTabActivity").classList.toggle("hidden", tab !== "activity");
+  document.querySelector(".finance-form-actions").classList.toggle("hidden", tab === "activity");
+  if (tab === "activity") initFinSquire();
+};
+
+// ---------- 活动与跟进 ----------
+
+async function loadFinFollowups(pfId) {
+  const list = document.querySelector("#finActivityList");
+  if (!list || !pfId) return;
+  try {
+    const fups = await api(`/api/followups/project_finance/${pfId}`);
+    list.innerHTML = fups.length
+      ? fups.map(f => `<div class="activity-item"><div class="activity-icon"><i data-lucide="message-square"></i></div><div class="min-w-0 flex-1"><div class="flex justify-between gap-3 text-[12px] text-slate-500"><span>${esc(f.follower)} · ${esc(f.follow_up_method)}</span><span>${esc(f.followed_at)}</span></div><div class="mt-1 leading-5 text-slate-800 rich-content" data-html="${encodeURIComponent(f.content || '')}"></div>${f.next_action ? `<p class="mt-1 leading-5 text-blue-700">下一步：${text(f.next_action)}</p>` : ""}</div><button class="activity-delete" type="button" onclick="deleteFinFollowup(event, ${f.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")
+      : '<p class="text-sm text-slate-400 py-4 text-center">暂无跟进记录</p>';
+    if (window.lucide) window.lucide.createIcons();
+    list.querySelectorAll(".rich-content").forEach(el => {
+      const html = el.dataset.html;
+      if (html) el.innerHTML = decodeURIComponent(html);
+    });
+  } catch (e) { /* ignore */ }
+}
+
+function initFinSquire() {
+  const ed = document.querySelector("#squire_finance");
+  if (!ed || !window.Squire) return;
+  if (window.squireInstances["squire_finance"]) { window.squireInstances["squire_finance"].destroy(); }
+  const sq = new Squire(ed, { blockTag: "P" });
+  window.squireInstances["squire_finance"] = sq;
+  ed.addEventListener("focus", () => ed.classList.add("focused"));
+  ed.addEventListener("blur", () => { if (!ed.textContent.trim()) ed.classList.remove("focused"); });
+}
+
+window.submitFinComment = async () => {
+  const pfId = document.querySelector("#pf-id-input").value;
+  if (!pfId) return;
+  const sq = window.squireInstances["squire_finance"];
+  const content = sq ? sq.getHTML().trim() : "";
+  if (!content || content === "<div><br></div>" || content === "<p><br></p>") return;
+  const btn = document.querySelector("#financeTabActivity .comment-submit");
+  btn.disabled = true;
+  btn.textContent = "发送中…";
+  await api(`/api/followups/project_finance/${pfId}`, { method: "POST", body: JSON.stringify({ data: { content } }) });
+  sq.setHTML("");
+  btn.disabled = false;
+  btn.textContent = "评论";
+  await loadFinFollowups(pfId);
+};
+
+window.deleteFinFollowup = async (event, followupId) => {
+  event.stopPropagation();
+  if (!confirm("确认删除这条评论？")) return;
+  await api(`/api/followups/${followupId}`, { method: "DELETE" });
+  const pfId = document.querySelector("#pf-id-input").value;
+  if (pfId) await loadFinFollowups(pfId);
 };
 
 window.openPfEditModal = (pfId) => {
@@ -279,8 +709,20 @@ window.openPfEditModal = (pfId) => {
   form.querySelector('[name="project_id"]').value = pf.project_id || "";
   const deptDisplay = form.querySelector('.bg-slate-50 [disabled]');
   if (deptDisplay) deptDisplay.value = pf.project_id || "";
-  form.querySelector('[name="business_type"]').value = pf.business_type || "";
+  // 回填业务类型多选
+  const btValues = (pf.business_type || "").split(/[,，]/).map(s => s.trim()).filter(Boolean);
+  form.querySelectorAll('[name="business_type[]"]').forEach(cb => {
+    cb.checked = btValues.includes(cb.value);
+    const chip = cb.closest('.bt-chip');
+    if (chip) {
+      chip.classList.toggle('bg-blue-50', cb.checked);
+      chip.classList.toggle('border-blue-400', cb.checked);
+      chip.classList.toggle('text-blue-600', cb.checked);
+    }
+  });
   form.querySelector('[name="customer_name"]').value = pf.customer_name || "";
+  const setVal = (name, val) => { const el = form.querySelector(`[name="${name}"]`); if (el) el.value = val || ""; };
+  setVal("project_code", pf.project_code);
   form.querySelector('[name="sign_amount"]').value = pf.sign_amount || "";
   const signMonthValue = pf.sign_month || "";
   const signMonthEl = form.querySelector('[name="sign_month"]');
@@ -291,10 +733,26 @@ window.openPfEditModal = (pfId) => {
   form.querySelector('[name="status"]').value = pf.status || "待签约";
   form.querySelector('[name="sales_person"]').value = pf.sales_person || "";
   form.querySelector('[name="owner"]').value = pf.owner || "";
+  setVal("start_date", pf.start_date);
+  setVal("end_date", pf.end_date);
+  setVal("task_type", pf.task_type);
+  setVal("task_count", pf.task_count);
+  setVal("service_fee_standard", pf.service_fee_standard || 5);
+  setVal("project_manager", pf.project_manager);
+  setVal("contact_name", pf.contact_name);
+  setVal("contact_phone", pf.contact_phone);
+  setVal("other_info", pf.other_info);
   let budgetData = [];
   try { budgetData = JSON.parse(pf.budget_data || "[]"); } catch (e) { budgetData = []; }
-  initBudgetTable(budgetData.length ? budgetData : null);
+  initRevpayTable(budgetData.length ? budgetData : null);
+  let expenseData = [];
+  try { expenseData = JSON.parse(pf.expense_data || "[]"); } catch (e) { expenseData = []; }
+  initCostTable(expenseData.length ? expenseData : null);
+  let taskData = [];
+  try { taskData = JSON.parse(pf.task_data || "[]"); } catch (e) { taskData = []; }
+  initTaskTable(taskData.length ? taskData : null);
   setTimeout(() => updateBudgetSummary(), 100);
+  loadFinFollowups(pf.id);
   openFinanceModal();
 };
 
@@ -302,6 +760,9 @@ window.createFinance = async (event) => {
   event.preventDefault();
   const form = event.currentTarget;
   const data = Object.fromEntries(new FormData(form).entries());
+  // 业务类型多选：合并为逗号分隔
+  const btChecked = form.querySelectorAll('[name="business_type[]"]:checked');
+  data.business_type = Array.from(btChecked).map(cb => cb.value).join(",");
   data.tenant = state.tenant;
   // 必填校验
   if (!data.customer_name || !data.customer_name.trim()) { toast("项目名称必填", "error"); return; }
@@ -314,23 +775,73 @@ window.createFinance = async (event) => {
   const revs = form.querySelectorAll('[name="budget_rev[]"]');
   const grosses = form.querySelectorAll('[name="budget_gross[]"]');
   const payments = form.querySelectorAll('[name="budget_payment[]"]');
-  const costs = form.querySelectorAll('[name="budget_cost[]"]');
+  const revNotes = form.querySelectorAll('[name="budget_rev_note[]"]');
   const budgetRows = [];
-  let totalRev = 0, totalGross = 0;
+  let totalRev = 0, totalGross = 0, totalPayment = 0;
   for (let i = 0; i < months.length; i++) {
     const m = months[i].value.trim();
     if (!m) continue;
     const rev = parseFloat(revs[i].value) || 0;
     const gross = parseFloat(grosses[i].value) || 0;
     const payment = parseFloat(payments[i].value) || 0;
-    const cost = parseFloat(costs[i].value) || 0;
-    budgetRows.push({ month: m, rev, gross, payment, cost });
+    const rev_note = (revNotes[i] ? revNotes[i].value : '') || '';
+    budgetRows.push({ month: m, rev, gross, payment, rev_note });
     totalRev += rev;
     totalGross += gross;
+    totalPayment += payment;
   }
   data.budget_data = JSON.stringify(budgetRows);
   data.total_rev = totalRev;
   data.total_gross = totalGross;
+  data.total_payment = totalPayment;
+
+  // 费用明细数据
+  const expMonths = form.querySelectorAll('[name="expense_month[]"]');
+  const expTypes = form.querySelectorAll('[name="expense_type[]"]');
+  const expCosts = form.querySelectorAll('[name="expense_cost[]"]');
+  const expPaids = form.querySelectorAll('[name="expense_paid[]"]');
+  const expNotes = form.querySelectorAll('[name="expense_note[]"]');
+  const expenseRows = [];
+  let totalCost = 0, totalPaid = 0;
+  for (let i = 0; i < expMonths.length; i++) {
+    const m = expMonths[i].value.trim();
+    if (!m) continue;
+    const expense_type = (expTypes[i] ? expTypes[i].value : '') || '';
+    const cost = parseFloat(expCosts[i].value) || 0;
+    const paid = parseFloat(expPaids[i].value) || 0;
+    const exp_note = (expNotes[i] ? expNotes[i].value : '') || '';
+    expenseRows.push({ month: m, expense_type, cost, paid, exp_note });
+    totalCost += cost;
+    totalPaid += paid;
+  }
+  data.expense_data = JSON.stringify(expenseRows);
+  data.total_paid = totalPaid;
+  data.total_cost = totalCost;
+  for (const r of budgetRows) { totalPayment += r.payment; }
+  data.total_payment = totalPayment;
+  // 收集任务管理数据
+  const taskTypeInputs = form.querySelectorAll('[name="task_type[]"]');
+  const taskCountInputs = form.querySelectorAll('[name="task_count[]"]');
+  const taskExecInputs = form.querySelectorAll('[name="task_executed[]"]');
+  const taskRows = [];
+  for (let i = 0; i < taskTypeInputs.length; i++) {
+    const tt = taskTypeInputs[i].value.trim();
+    if (!tt) continue;
+    taskRows.push({
+      task_month: form.querySelectorAll('[name="task_month[]"]')[i].value || '',
+      task_type: tt,
+      task_count: parseFloat(taskCountInputs[i].value) || 0,
+      task_executed: parseFloat(taskExecInputs[i].value) || 0,
+      unit_price: parseFloat(form.querySelectorAll('[name="task_unit_price[]"]')[i].value) || 0,
+    });
+  }
+  data.task_data = JSON.stringify(taskRows);
+  // 清除数组命名的字段（FormData 会收集 task_type[] 等），避免后端写入不存在的列
+  delete data.task_type;
+  delete data.task_count;
+  for (const key of Object.keys(data)) {
+    if (key.endsWith('[]')) delete data[key];
+  }
   const pfId = data.pf_id;
   delete data.pf_id;
   try {

static/modules/home.js

@@ -4,47 +4,176 @@ function renderHome() {
   const { summary, financeMonthly } = state.data;
   const m = summary.metrics;
   const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")} 元`;
+  // 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)],
-    ["季度累计", moneyInt(m.signed_q2 || 0)],
-    ["本月新增", moneyInt(m.signed_month || 0)],
+    ["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)],
-    ["季度累计", moneyInt(m.revenue_q2)],
-    ["本月新增", moneyInt(m.monthly_revenue)],
+    ["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)],
-    ["季度累计", moneyInt(m.gross_q2)],
-    ["本月新增", moneyInt(m.monthly_net_profit)],
+    ["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)],
-    ["季度累计", moneyInt(m.payment_q2 || 0)],
-    ["本月新增", moneyInt(m.payment_month || 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)],
-    ["季度累计", moneyInt(m.cost_q2 || 0)],
-    ["本月新增", moneyInt(m.cost_month || 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 tblCard = (title, rows) => card(`<h3 class="text-sm font-bold text-slate-700 mb-3">${title}</h3><table class="w-full text-sm"><tbody>${rows.map(([label, value]) => `<tr class="border-b border-slate-100 last:border-0"><td class="py-2 pr-4 text-slate-500">${label}</td><td class="py-2 text-right font-semibold text-slate-800">${value}</td></tr>`).join("")}</tbody></table>`, "p-4");
+  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-blue-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">
+      ${state.tenant === "总工作台" ? "" : `<div class="grid grid-cols-4 gap-3">
         ${[
-          ["经营管理", m.total_projects, "finance"],
+          ["项目管理", m.total_projects, "finance"],
           ["重点工作与台账", m.total_proposals, "projects"],
           ["业务方案", m.total_products, "proposals"],
           ["产品迭代", m.upcoming_products, "products"],
         ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${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>
-      <div class="grid grid-cols-5 gap-5">${tblCard("合同金额", rows1)}${tblCard("确收金额", rows2)}${tblCard("确收毛利", rows3)}${tblCard("回款金额", rows4)}${tblCard("费用金额", rows5)}</div>
-      <div class="grid grid-cols-3 gap-5">
+      </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]],
+            ['部门费用现金流', [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));
+        })()}
+      ${card(`<h3 class="text-sm font-bold text-slate-700">业务（项目）财务概览</h3><p class="text-xs text-slate-400 mb-3">合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流</p><div class="overflow-x-auto"><table class="w-full text-sm"><thead>${thead}</thead><tbody>${tbody}</tbody></table></div>`, "p-4")}
+      <div class="grid grid-cols-4 gap-5">
         ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartSign"></canvas></div>`, "p-4")}
         ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartRev"></canvas></div>`, "p-4")}
-        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与费用</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartCash"></canvas></div>`, "p-4")}
+        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与已付</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartCash"></canvas></div>`, "p-4")}
+        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度项目利润</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartProfit"></canvas></div>`, "p-4")}
       </div>
       ${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${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>
@@ -98,15 +227,28 @@ function renderCharts(data) {
     });
   }
 
-  // 图3：月度回款与费用
+  // 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: "bar",
+      type: "line",
       data: { labels, datasets: [
-        { label: "回款", data: data.map((x) => x.payment || 0), backgroundColor: "#d97706", borderRadius: 4 },
-        { label: "费用", data: data.map((x) => x.cost || 0), backgroundColor: "#ef4444", borderRadius: 4 },
+        { 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/operations.js

@@ -0,0 +1,20 @@
+// operations.js — 运营模块
+window.renderOperations = () => {
+  document.querySelector("#operations").innerHTML = `<div class="grid gap-4">
+    <section class="card p-6 max-w-4xl">
+      <h2 class="text-lg font-bold text-slate-800 mb-4">运营思考</h2>
+      <p class="text-slate-700 leading-relaxed mb-4"><strong>和内部联动，真正快速做实交付很重要</strong></p>
+      <ol class="list-decimal list-inside space-y-3 text-slate-600 leading-relaxed">
+        <li>门店的大屏幕，要上，一个视频拍摄出来，然后在几百家门店同步轮巡播放，还是很震撼的</li>
+        <li>拍摄的内容，按病种整理成不同的专区，然后以 H5 或者小程序的形式，在门店科普教育，患者群，企业微信推送下去</li>
+        <li>同理，在保险的理赔环节，报案环节推送下去，而不是只是挂一个 H5 的专区</li>
+        <li>和门店、医生联动，把患者群都建立起来，把群的数量建起来</li>
+        <li>用源泉把患者的档案都建立起来，真正的有档案沉淀，AI 推送沉淀</li>
+        <li>用 AI + 人工，把随访量也都弄起来</li>
+        <li>对应的运营活动，还有排行版，在有一定量以后，要逐步的做起来，包括科普的排行版，科普的明星医生等等</li>
+      </ol>
+      <hr class="my-6 border-slate-200">
+      <p class="text-slate-700 font-semibold leading-relaxed">要形成一份专门的报告，真正的证明我们科普和患者管理的价值</p>
+    </section>
+  </div>`;
+};

static/modules/performance.js

@@ -0,0 +1,124 @@
+// performance.js — 绩效模块
+window.renderPerformance = () => {
+  const data = state.data;
+  if (!data) return;
+
+  if (state.perfQuarter === undefined) state.perfQuarter = Math.floor(new Date().getMonth() / 3);
+  const q = state.perfQuarter;
+  const qLabel = ['Q1 (1-3月)', 'Q2 (4-6月)', 'Q3 (7-9月)', 'Q4 (10-12月)'];
+  const qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
+  const qRange = qRanges[q];
+  const storageKey = 'opc-performance-Q' + (q + 1);
+
+  const pfs = (data.projectFinances || []).filter(p => p.status === '已签约');
+
+  const sumQ = (field) => {
+    let total = 0;
+    pfs.forEach(p => {
+      try { JSON.parse(p.budget_data || '[]').forEach(b => { const m = parseInt((b.month || '').substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(b[field] || 0); }); } catch (e) {}
+    });
+    return Math.round(total);
+  };
+
+  const signTotal = Math.round(pfs.filter(x => { const m = parseInt((x.sign_month || '0').substring(5)) || 0; return qRange.includes(m); }).reduce((a, p) => a + (p.sign_amount || 0), 0));
+  const revTotal = sumQ('rev');
+  const grossTotal = sumQ('gross');
+  const paymentTotal = sumQ('payment');
+
+  const rows = [
+    { key: 'sign', label: '签约', complete: signTotal, icon: 'file-text', defWeight: 10 },
+    { key: 'rev', label: '收入', complete: revTotal, icon: 'dollar-sign', defWeight: 20 },
+    { key: 'gross', label: '毛利', complete: grossTotal, icon: 'trending-up', defWeight: 50 },
+    { key: 'payment', label: '回款', complete: paymentTotal, icon: 'coins', defWeight: 20 },
+  ];
+
+  const saved = JSON.parse(localStorage.getItem(storageKey) || '{}');
+
+  function val(key, field, def) {
+    const r = saved[key] || {};
+    return r[field] !== undefined && r[field] !== '' ? Number(r[field]) : def;
+  }
+
+  function moneyWan(v) {
+    if (v >= 10000) return (v / 10000).toFixed(1) + '万';
+    return v.toLocaleString();
+  }
+
+  let totalScore = 0;
+  const tableRows = rows.map(r => {
+    const targetWan = val(r.key, 'targetWan', 0);
+    const target = Math.round(targetWan * 10000);
+    const weight = val(r.key, 'weight', r.defWeight);
+    const score = target > 0 ? Math.round((r.complete / target) * weight * 10) / 10 : 0;
+    totalScore += score;
+
+    return `<tr class="border-b border-slate-100">
+      <td class="p-3 align-middle text-left font-medium text-slate-700"><i data-lucide="${r.icon}" style="width:16px;height:16px;display:inline-block;vertical-align:-3px;margin-right:6px" class="text-blue-500"></i>${r.label}</td>
+      <td class="p-3 align-middle text-center">
+        <div class="inline-flex items-center gap-1">
+          <input type="number" step="0.1" min="0" value="${targetWan.toFixed(1)}" class="perf-target form-ctrl form-ctrl-sm w-20 text-center" style="appearance:none;-webkit-appearance:none" data-key="${r.key}" onchange="updatePerfScore('${r.key}','targetWan',this.value)">
+          <span class="text-xs text-slate-400">万</span>
+        </div>
+      </td>
+      <td class="p-3 align-middle text-center text-slate-700 font-mono text-sm">${moneyWan(r.complete)}</td>
+      <td class="p-3 align-middle text-center">
+        <div class="inline-flex justify-center">
+          <input type="number" step="0.1" min="0" max="100" value="${weight}" class="perf-weight form-ctrl form-ctrl-sm w-16 text-center" style="appearance:none;-webkit-appearance:none" data-key="${r.key}" onchange="updatePerfScore('${r.key}','weight',this.value)">
+        </div>
+      </td>
+      <td class="p-3 align-middle text-center font-semibold text-blue-700 text-sm">${score.toFixed(1)}</td>
+    </tr>`;
+  }).join('');
+
+  const quarterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0">` + qLabel.map((l, i) => {
+    return `<button onclick="switchPerfQuarter(${i})" class="finance-tab${i === q ? ' active' : ''}" style="font-size:14px;font-weight:600">${l}</button>`;
+  }).join('') + `</div>`;
+
+  document.querySelector("#performance").innerHTML = `
+    <style>
+      .perf-target::-webkit-outer-spin-button,
+      .perf-target::-webkit-inner-spin-button,
+      .perf-weight::-webkit-outer-spin-button,
+      .perf-weight::-webkit-inner-spin-button { -webkit-appearance: none; margin: 0; }
+      .perf-target, .perf-weight { -moz-appearance: textfield; }
+    </style>
+    <div class="grid gap-4">
+      ${quarterTabs}
+      <section class="card p-4">
+        <table class="w-full text-sm">
+          <thead><tr class="bg-slate-50 border-b border-slate-200">
+            <th class="p-3 text-left font-semibold text-slate-500">指标</th>
+            <th class="p-3 text-center font-semibold text-slate-500">目标（万）</th>
+            <th class="p-3 text-center font-semibold text-slate-500">完成情况</th>
+            <th class="p-3 text-center font-semibold text-slate-500">权重</th>
+            <th class="p-3 text-center font-semibold text-slate-500">评分</th>
+          </tr></thead>
+          <tbody>${tableRows}</tbody>
+          <tfoot><tr class="border-t-2 border-slate-200 bg-slate-50 font-semibold">
+            <td class="p-3 text-left text-slate-700">合计</td>
+            <td class="p-3 text-center text-slate-500">—</td>
+            <td class="p-3 text-center text-slate-500">—</td>
+            <td class="p-3 text-center text-slate-700">100</td>
+            <td class="p-3 text-center text-blue-700 text-base">${totalScore.toFixed(1)}</td>
+          </tr></tfoot>
+        </table>
+      </section>
+    </div>`;
+
+  if (window.lucide) window.lucide.createIcons();
+};
+
+window.switchPerfQuarter = (q) => {
+  state.perfQuarter = q;
+  renderPerformance();
+};
+
+window.updatePerfScore = (key, field, value) => {
+  const q = state.perfQuarter || 0;
+  const storageKey = 'opc-performance-Q' + (q + 1);
+  const saved = JSON.parse(localStorage.getItem(storageKey) || '{}');
+  saved[key] = saved[key] || {};
+  saved[key][field] = value;
+  localStorage.setItem(storageKey, JSON.stringify(saved));
+  renderPerformance();
+};

static/modules/products.js

@@ -39,13 +39,25 @@ window.openProductDrawer = () => {
     <button class="task-close" onclick="closeProductDrawer()"><i data-lucide="x"></i></button>
   </div>
   <form class="task-drawer-form" onsubmit="submitProductDrawer(event)">
-    <label class="task-field"><span>产品名称</span><input name="product_name" required class="form-ctrl"></label>
-    <label class="task-field"><span>版本号</span><input name="version" required class="form-ctrl"></label>
-    <label class="task-field"><span>版本目标</span><textarea name="version_goal" rows="2" class="form-ctrl"></textarea></label>
-    <label class="task-field"><span>核心功能</span><div class="feature-list" id="newFeatureList"><div class="feature-item"><span class="feature-num">1.</span><input class="form-ctrl" value=""><button class="feature-del" onclick="event.preventDefault();removeNewFeature(this)"><i data-lucide="x" style="width:12px;height:12px"></i></button></div></div><button class="btn btn-ghost btn-sm text-blue-600 mt-1" onclick="event.preventDefault();addNewFeature()"><i data-lucide="plus" style="width:14px;height:14px"></i>添加功能</button></label>
-    <label class="task-field"><span>上线日期</span><input name="launch_date" type="date" class="form-ctrl"></label>
-    <label class="task-field"><span>状态</span><select name="status" class="form-ctrl"><option>规划中</option><option>开发中</option><option>测试中</option><option>已上线</option><option>已取消</option></select></label>
-    <input type="hidden" name="feature_list" id="newFeatureListHidden">
+    <label class="task-field"><span>版本名称</span><input name="product_name" required class="form-ctrl"></label>
+    <div class="grid grid-cols-2 gap-3">
+      <label class="task-field"><span>版本号</span><input name="version" required class="form-ctrl"></label>
+      <label class="task-field"><span>优先级</span><select name="priority" class="form-ctrl"><option>P0</option><option selected>P1</option><option>P2</option><option>P3</option></select></label>
+    </div>
+    <label class="task-field"><span>版本目标</span><textarea name="version_goal" rows="3" class="form-ctrl"></textarea></label>
+    <div class="grid grid-cols-2 gap-3">
+      <label class="task-field"><span>启动时间 <span class="text-red-500">*</span></span><input name="start_date" type="date" required class="form-ctrl"></label>
+      <label class="task-field"><span>产品方案</span><input name="plan_date" type="date" class="form-ctrl"></label>
+    </div>
+    <div class="grid grid-cols-2 gap-3">
+      <label class="task-field"><span>研发完成</span><input name="dev_done_date" type="date" class="form-ctrl"></label>
+      <label class="task-field"><span>测试</span><input name="test_date" type="date" class="form-ctrl"></label>
+    </div>
+    <div class="grid grid-cols-2 gap-3">
+      <label class="task-field"><span>上线时间</span><input name="launch_date" type="date" class="form-ctrl"></label>
+      <label class="task-field"><span>状态</span><select name="status" class="form-ctrl"><option>未开始</option><option>规划中</option><option>开发中</option><option>测试中</option><option>已上线</option><option>已取消</option></select></label>
+    </div>
+    <label class="task-field"><span>进展备注</span><textarea name="notes" rows="3" class="form-ctrl"></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="closeProductDrawer()">取消</button>
       <button type="submit" class="btn btn-primary btn-sm">确认新增</button>
@@ -63,7 +75,7 @@ window.cycleProductStatus = async (id) => {
   const products = state.data.products || [];
   const product = products.find(x => x.id === id);
   if (!product) return;
-  const statuses = ["规划中", "开发中", "测试中", "已上线", "已取消"];
+  const statuses = ["未开始", "规划中", "开发中", "测试中", "已上线", "已取消"];
   const current = statuses.indexOf(product.status) >= 0 ? product.status : "规划中";
   const newStatus = statuses[(statuses.indexOf(current) + 1) % statuses.length];
   try {
@@ -103,32 +115,26 @@ window.editProductDate = (event, id) => {
   input.focus();
 };
 
-window.addNewFeature = () => {
-  const list = document.querySelector("#newFeatureList");
-  if (!list) return;
-  const idx = list.children.length;
-  const div = document.createElement("div");
-  div.className = "feature-item";
-  div.innerHTML = `<span class="feature-num">${idx+1}.</span><input class="form-ctrl" value=""><button class="feature-del" onclick="event.preventDefault();removeNewFeature(this)"><i data-lucide="x" style="width:12px;height:12px"></i></button>`;
-  list.appendChild(div);
-  if (window.lucide) window.lucide.createIcons();
-};
-
-window.removeNewFeature = (btn) => {
-  const div = btn.closest(".feature-item");
-  if (!div) return;
-  div.remove();
-  const list = document.querySelector("#newFeatureList");
-  if (list) list.querySelectorAll(".feature-num").forEach((el, i) => { el.textContent = (i+1) + "."; });
-};
+window.addNewFeature = () => {};
+window.removeNewFeature = () => {};
+window.addFeature = () => {};
+window.removeFeature = () => {};
+window.saveFeatureList = () => {};
 
 window.submitProductDrawer = async (event) => {
   event.preventDefault();
   const form = event.currentTarget;
   const data = Object.fromEntries(new FormData(form).entries());
-  const featureInputs = form.querySelectorAll("#newFeatureList input");
-  data.feature_list = [...featureInputs].map(el => el.value.trim()).filter(Boolean).join("\n");
-  data.platform = "";
+  // 约束：4 个时间不能早于启动时间
+  const startDate = data.start_date;
+  if (startDate) {
+    for (const f of ['plan_date', 'dev_done_date', 'test_date', 'launch_date']) {
+      if (data[f] && data[f] < startDate) {
+        toast("「" + ({plan_date:'产品方案',dev_done_date:'研发完成',test_date:'测试完成',launch_date:'上线时间'}[f]) + "」不能早于启动时间", "error");
+        return;
+      }
+    }
+  }
   data.tenant = state.tenant;
   try {
     const result = await api("/api/products", { method: "POST", body: JSON.stringify({ data }) });
@@ -141,64 +147,209 @@ window.submitProductDrawer = async (event) => {
   }
 };
 
-window.addFeature = (id) => {
-  const list = document.querySelector(`#featureList_${id}`);
-  if (!list) return;
-  const idx = list.children.length;
-  const div = document.createElement("div");
-  div.className = "feature-item";
-  div.innerHTML = `<span class="feature-num">${idx+1}.</span><input class="form-ctrl" value="" onchange="saveFeatureList(${id})"><button class="feature-del" onclick="event.preventDefault();removeFeature(${id},${idx})"><i data-lucide="x" style="width:12px;height:12px"></i></button>`;
-  list.appendChild(div);
-  if (window.lucide) window.lucide.createIcons();
-  saveFeatureList(id);
+window.addFeature = () => {};
+window.removeFeature = () => {};
+window.saveFeatureList = () => {};
+
+// 排序状态
+let productSort = { field: null, dir: 1 };
+
+window.sortProducts = (field) => {
+  if (productSort.field === field) {
+    productSort.dir = -productSort.dir;
+  } else {
+    productSort.field = field;
+    productSort.dir = 1;
+  }
+  renderProducts();
 };
 
-window.removeFeature = (id, idx) => {
-  const list = document.querySelector(`#featureList_${id}`);
-  if (!list) return;
-  const items = list.querySelectorAll(".feature-item");
-  if (items[idx]) items[idx].remove();
-  list.querySelectorAll(".feature-num").forEach((el, i) => { el.textContent = (i+1) + "."; });
-  saveFeatureList(id);
-};
-
-window.saveFeatureList = (id) => {
-  const list = document.querySelector(`#featureList_${id}`);
-  if (!list) return;
-  const values = [...list.querySelectorAll("input")].map(el => el.value.trim()).filter(Boolean);
-  const data = values.join("\n");
-  api(`/api/products/${id}`, { method: "PUT", body: JSON.stringify({ data: { feature_list: data } }) });
-  const product = (state.data.products || []).find(x => x.id === id);
-  if (product) product.feature_list = data;
-};
+function sortItems(items) {
+  if (!productSort.field) return items;
+  const f = productSort.field;
+  const d = productSort.dir;
+  const priorityOrder = { P0: 0, P1: 1, P2: 2, P3: 3 };
+  return [...items].sort((a, b) => {
+    let va = a[f] || '', vb = b[f] || '';
+    if (f === 'priority') { va = priorityOrder[va] ?? 9; vb = priorityOrder[vb] ?? 9; }
+    if (va < vb) return -1 * d;
+    if (va > vb) return 1 * d;
+    return 0;
+  });
+}
 
 function renderProducts() {
-  const items = state.data.products || [];
+  const rawItems = state.data.products || [];
+  const items = sortItems(rawItems);
+  const priorityColor = { P0: "bg-red-100 text-red-700", P1: "bg-orange-100 text-orange-700", P2: "bg-blue-100 text-blue-700", P3: "bg-slate-100 text-slate-600" };
+  const sortIcon = (f) => {
+    if (productSort.field !== f) return '<i data-lucide="chevrons-up-down" style="width:12px;height:12px;opacity:0.3"></i>';
+    return productSort.dir > 0 ? '<i data-lucide="chevron-up" style="width:12px;height:12px"></i>' : '<i data-lucide="chevron-down" style="width:12px;height:12px"></i>';
+  };
+  const sortTh = (f, label, extra='') => `<th class="px-3 py-2.5 font-semibold align-middle whitespace-nowrap cursor-pointer hover:text-blue-600 select-none" onclick="sortProducts('${f}')"><span class="inline-flex items-center gap-1">${label}${sortIcon(f)}</span>${extra}</th>`;
+  const tab = state.productTab || 'version';
+  const tabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0"><button onclick="switchProductTab('version')" class="finance-tab${tab==='version'?' active':''}" style="font-size:14px;font-weight:600">版本迭代</button><button onclick="switchProductTab('ops')" class="finance-tab${tab==='ops'?' active':''}" style="font-size:14px;font-weight:600">产品运营</button></div>`;
+
   document.querySelector("#products").innerHTML = `
     <div class="grid gap-4">
+      ${tabs}
+      ${tab === 'version' ? `
       <div class="flex justify-end">
         <button class="btn btn-primary btn-sm" onclick="openProductDrawer()"><i data-lucide="plus"></i>新增产品版本</button>
       </div>
-      <div class="grid grid-cols-3 gap-4">
-        ${items.map((p) => `
-          <div class="bg-white rounded-xl border border-slate-200 p-4 cursor-pointer hover:shadow-lg hover:border-blue-200 transition-all" onclick="openDrawer('products', ${p.id})">
-            <div class="flex items-start justify-between">
-              <h4 class="text-base font-semibold text-slate-800 leading-tight">${esc(p.product_name)}</h4>
-              <span class="status-badge status-${esc(p.status)}" onclick="event.stopPropagation(); cycleProductStatus(${p.id})" title="点击切换状态">${esc(p.status) || '规划中'}</span>
-            </div>
-            <div class="mt-2 flex items-center gap-2 text-xs text-slate-500">
-              <span class="font-medium">${esc(p.version)}</span>
-              <span>·</span>
-              <span class="cursor-pointer hover:text-blue-600 transition-colors" onclick="event.stopPropagation(); editProductDate(event, ${p.id})">${esc(p.launch_date) || '—'}</span>
-            </div>
-            <div class="mt-3 space-y-1">
-              <p class="text-sm text-slate-700 mt-1.5 leading-relaxed">${esc(p.version_goal) || '—'}</p>
-              <div class="text-sm text-slate-600 mt-1.5 leading-relaxed whitespace-pre-line">${esc(p.feature_list) || '—'}</div>
-            </div>
-          </div>
-        `).join("")}
+      <div class="card overflow-x-auto">
+        <table class="w-full text-sm">
+          <thead class="bg-slate-50 border-b border-slate-200">
+            <tr class="text-left text-xs text-slate-500 uppercase tracking-wider">
+              ${sortTh('version','版本号')}
+              ${sortTh('priority','优先级')}
+              ${sortTh('product_name','版本名称')}
+              ${sortTh('status','状态')}
+              ${sortTh('start_date','启动时间')}
+              ${sortTh('plan_date','产品方案')}
+              ${sortTh('dev_done_date','研发完成')}
+              ${sortTh('test_date','测试完成')}
+              ${sortTh('launch_date','上线时间')}
+              <th class="px-3 py-2.5 font-semibold align-middle whitespace-nowrap">总耗时</th>
+            </tr>
+          </thead>
+          <tbody class="divide-y divide-slate-100">
+            ${items.length === 0 ? `<tr><td colspan="10" class="px-3 py-8 text-center text-slate-400">暂无产品版本，点击右上角新增</td></tr>` : items.map((p) => {
+              const days = (s, e) => { if (!s || !e) return '-'; const d = Math.round((new Date(e) - new Date(s)) / 86400000); return d >= 0 ? d + '天' : '-'; };
+              return `
+              <tr class="hover:bg-slate-50 cursor-pointer transition-colors" onclick="openDrawer('products', ${p.id})">
+                <td class="px-3 py-2.5 whitespace-nowrap text-slate-600 align-middle">${esc(p.version) || '—'}</td>
+                <td class="px-3 py-2.5 whitespace-nowrap align-middle"><span class="inline-block px-2 py-0.5 rounded text-xs font-medium ${priorityColor[p.priority] || priorityColor.P2}" onclick="event.stopPropagation();cyclePriority(${p.id})">${esc(p.priority) || 'P2'}</span></td>
+                <td class="px-3 py-2.5 font-medium text-slate-800 max-w-[180px] truncate align-middle" title="${esc(p.product_name)}">${esc(p.product_name) || '—'}</td>
+                <td class="px-3 py-2.5 whitespace-nowrap align-middle"><span class="status-badge status-${esc(p.status)}" onclick="event.stopPropagation();cycleProductStatus(${p.id})">${esc(p.status) || '规划中'}</span></td>
+                <td class="px-3 py-2.5 whitespace-nowrap text-slate-500 text-xs align-middle" onclick="event.stopPropagation()"><input type="date" value="${esc(p.start_date) || ''}" data-id="${p.id}" data-field="start_date" class="prod-date-input" onchange="saveProductDate(this)"></td>
+                <td class="px-3 py-2.5 whitespace-nowrap text-slate-500 text-xs align-middle" onclick="event.stopPropagation()"><input type="date" value="${esc(p.plan_date) || ''}" data-id="${p.id}" data-field="plan_date" class="prod-date-input" onchange="saveProductDate(this)"></td>
+                <td class="px-3 py-2.5 whitespace-nowrap text-slate-500 text-xs align-middle" onclick="event.stopPropagation()"><input type="date" value="${esc(p.dev_done_date) || ''}" data-id="${p.id}" data-field="dev_done_date" class="prod-date-input" onchange="saveProductDate(this)"></td>
+                <td class="px-3 py-2.5 whitespace-nowrap text-slate-500 text-xs align-middle" onclick="event.stopPropagation()"><input type="date" value="${esc(p.test_date) || ''}" data-id="${p.id}" data-field="test_date" class="prod-date-input" onchange="saveProductDate(this)"></td>
+                <td class="px-3 py-2.5 whitespace-nowrap text-slate-600 text-xs align-middle" onclick="event.stopPropagation()"><input type="date" value="${esc(p.launch_date) || ''}" data-id="${p.id}" data-field="launch_date" class="prod-date-input" onchange="saveProductDate(this)"></td>
+                <td class="px-3 py-2.5 whitespace-nowrap text-slate-500 text-xs align-middle">${days(p.start_date, p.launch_date)}</td>
+              </tr>`;
+            }).join("")}
+          </tbody>
+        </table>
       </div>
     </div>
     <aside id="productDrawer" class="task-drawer"></aside>
+      ` : `<section class="card p-6 max-w-4xl"><p class="text-slate-700 leading-relaxed mb-4"><strong>和内部联动，真正快速做实交付很重要</strong></p><ol class="list-decimal list-inside space-y-3 text-slate-600 leading-relaxed"><li>门店的大屏幕，要上，一个视频拍摄出来，然后在几百家门店同步轮巡播放，还是很震撼的</li><li>拍摄的内容，按病种整理成不同的专区，然后以 H5 或者小程序的形式，在门店科普教育，患者群，企业微信推送下去</li><li>同理，在保险的理赔环节，报案环节推送下去，而不是只是挂一个 H5 的专区</li><li>和门店、医生联动，把患者群都建立起来，把群的数量建起来</li><li>用源泉把患者的档案都建立起来，真正的有档案沉淀，AI 推送沉淀</li><li>用 AI + 人工，把随访量也都弄起来</li><li>对应的运营活动，还有排行版，在有一定量以后，要逐步的做起来，包括科普的排行版，科普的明星医生等等</li></ol><hr class="my-6 border-slate-200"><p class="text-slate-700 font-semibold leading-relaxed">要形成一份专门的报告，真正的证明我们科普和患者管理的价值</p></section>`}
   `;
+  if (window.lucide) window.lucide.createIcons();
 }
+
+window.saveProductDate = async (input) => {
+  const id = Number(input.dataset.id);
+  const field = input.dataset.field;
+  const value = input.value;
+  // 直接从同一行 DOM 读取启动时间（不依赖 state 缓存）
+  const row = input.closest('tr');
+  const startDateInput = row && row.querySelector('[data-field="start_date"]');
+  const startDate = startDateInput ? startDateInput.value : '';
+  const product = (state.data.products || []).find(x => x.id === id);
+  if (!product) return;
+
+  // 启动时间必填
+  if (field === 'start_date' && !value) {
+    toast("启动时间为必填项", "error");
+    input.value = product.start_date || '';
+    input.focus();
+    return;
+  }
+  // 约束：除启动时间外的 4 个时间不能早于启动时间
+  if (field !== 'start_date' && value && startDate && value < startDate) {
+    toast("该时间不能早于启动时间（" + startDate + "）", "error");
+    input.value = product[field] || '';
+    input.focus();
+    return;
+  }
+  // 启动时间变更后，如果其他时间早于新启动时间，清空
+  if (field === 'start_date' && value) {
+    const fields = ['plan_date', 'dev_done_date', 'test_date', 'launch_date'];
+    const toClear = {};
+    for (const f of fields) {
+      if (product[f] && product[f] < value) {
+        toClear[f] = '';
+      }
+    }
+    if (Object.keys(toClear).length > 0) {
+      try {
+        await api(`/api/products/${id}`, { method: "PUT", body: JSON.stringify({ data: { ...toClear, start_date: value } }) });
+        Object.assign(product, toClear, { start_date: value });
+        toast("启动时间已更新，" + Object.keys(toClear).length + " 个早于启动时间的日期已清空", "info");
+        renderProducts();
+        return;
+      } catch (e) {
+        toast("修改失败：" + e.message, "error");
+        return;
+      }
+    }
+  }
+  try {
+    await api(`/api/products/${id}`, { method: "PUT", body: JSON.stringify({ data: { [field]: value } }) });
+    product[field] = value;
+    if (field === 'start_date' || field === 'launch_date') {
+      renderProducts();
+    }
+  } catch (e) {
+    toast("修改失败：" + e.message, "error");
+  }
+};
+
+window.editProductDateInline = (event, id, field) => {
+  event.stopPropagation();
+  const products = state.data.products || [];
+  const product = products.find(x => x.id === id);
+  if (!product) return;
+  const td = event.currentTarget;
+  const currentValue = product[field] || "";
+  const input = document.createElement("input");
+  input.type = "date";
+  input.className = "form-ctrl form-ctrl-sm w-full text-xs";
+  input.value = currentValue;
+  let saved = false;
+  const save = async () => {
+    if (saved) return;
+    saved = true;
+    const newValue = input.value;
+    try {
+      await api(`/api/products/${id}`, { method: "PUT", body: JSON.stringify({ data: { [field]: newValue } }) });
+      product[field] = newValue;
+      td.innerHTML = newValue || '—';
+    } catch (e) {
+      toast("修改失败：" + e.message, "error");
+      td.innerHTML = currentValue || '—';
+    }
+  };
+  input.addEventListener("change", save);
+  input.addEventListener("blur", () => {
+    if (!saved) td.innerHTML = currentValue || '—';
+  });
+  td.innerHTML = "";
+  td.appendChild(input);
+  input.focus();
+  if (input.showPicker) {
+    try { input.showPicker(); } catch (e) {}
+  }
+};
+
+window.cyclePriority = async (id) => {
+  const products = state.data.products || [];
+  const product = products.find(x => x.id === id);
+  if (!product) return;
+  const levels = ["P0", "P1", "P2", "P3"];
+  const cur = levels.indexOf(product.priority) >= 0 ? product.priority : "P2";
+  const next = levels[(levels.indexOf(cur) + 1) % levels.length];
+  try {
+    await api(`/api/products/${id}`, { method: "PUT", body: JSON.stringify({ data: { priority: next } }) });
+    product.priority = next;
+    renderProducts();
+  } catch (e) { toast("更新失败：" + e.message, "error"); }
+};
+
+window.switchProductTab = (v) => {
+  state.productTab = v;
+  renderProducts();
+};

static/modules/proposals.js

@@ -47,13 +47,11 @@ function renderProposals() {
   const isStandard = state.proposalTab === "standard";
 
   document.querySelector("#proposals").innerHTML = `<div class="grid gap-4">
-    <div class="flex items-center justify-between">
-      <div class="flex gap-1" id="proposalTabToggle">
-        <button class="btn btn-sm ${isStandard ? 'btn-primary' : 'btn-ghost'}" onclick="switchProposalTab('standard')">标准资料库</button>
-        <button class="btn btn-sm ${!isStandard ? 'btn-primary' : 'btn-ghost'}" onclick="switchProposalTab('other')">其他资料</button>
-      </div>
-      ${!isStandard ? `<button class="btn btn-primary btn-sm" onclick="openProposalModal()"><i data-lucide="plus"></i>新增方案</button>` : ''}
+    <div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0">
+      <button class="finance-tab${isStandard ? ' active' : ''}" style="font-size:14px;font-weight:600" onclick="switchProposalTab('standard')">标准资料库</button>
+      <button class="finance-tab${!isStandard ? ' active' : ''}" style="font-size:14px;font-weight:600" onclick="switchProposalTab('other')">其他资料</button>
     </div>
+    <div class="flex justify-end">${!isStandard ? `<button class="btn btn-primary btn-sm" onclick="openProposalModal()"><i data-lucide="plus"></i>新增方案</button>` : ''}</div>
     ${isStandard ? `<div class="flex items-start gap-2 rounded-lg bg-blue-50 border border-blue-100 px-4 py-3 text-sm text-blue-700"><i data-lucide="info" style="width:16px;height:16px;flex-shrink:0;margin-top:1px"></i><span>这是每一条 OPC 线，必须要梳理清楚的 7 份资料，项目不可以删除，只可以更新附件，请大家将最新的材料上传</span></div>` : `<div class="flex items-start gap-2 rounded-lg bg-emerald-50 border border-emerald-100 px-4 py-3 text-sm text-emerald-700"><i data-lucide="lightbulb" style="width:16px;height:16px;flex-shrink:0;margin-top:1px"></i><span>在这里新建，并且上传您希望与团队其他成员共享的资料</span></div>`}
     ${isStandard ? renderStandardTable(standardItems) : renderOtherTable(otherItems)}
   </div>

static/modules/utils.js

@@ -9,13 +9,18 @@ const state = {
   selectedProject: null,
   taskQuery: "",
   taskView: localStorage.getItem("opc-task-view") || "detail",
-  finView: localStorage.getItem("opc-fin-view") || "rev",
+  finView: "overview",
   proposalTab: "standard",
   chart: null,
   chart2: null,
   chart3: null,
+  chart4: null,
   productPlatform: "all",
   uploadTasks: [],
+  expenseFilter: "全部",
+  expenseView: "total",
+  expenseMonth: "",
+  expenseQuarter: "",
 };
 
 const money = (value) => `${Number(value || 0).toLocaleString("zh-CN")} 元`;
@@ -125,15 +130,34 @@ function switchTab(tab) {
   localStorage.setItem("opc-active-tab", tab);
   document.querySelectorAll(".sidebar-tab").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === 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: '业务管理', 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' };
+  const titleEl = document.querySelector('#workspaceTitle');
+  if (titleEl) titleEl.textContent = titles[tab] || state.tenant + ' OPC 工作台';
+
   render();
 }
 
+function updateSidebarTabs() {
+  const isOverview = state.tenant === "总工作台";
+  document.querySelectorAll(".sidebar-tab").forEach((btn) => {
+    const tab = btn.dataset.tab;
+    if (isOverview && tab !== "home") {
+      btn.style.display = "none";
+    } else {
+      btn.style.display = "";
+    }
+  });
+}
+
 function render() {
   if (!state.data) return;
   renderHome();
   renderProjects();
   renderProposals();
   renderProducts();
+  renderPerformance();
   renderFinance();
   if (window.lucide) window.lucide.createIcons();
 }
@@ -145,6 +169,7 @@ function renderActive() {
   else if (tab === "projects") renderProjects();
   else if (tab === "proposals") renderProposals();
   else if (tab === "products") renderProducts();
+  else if (tab === "performance") renderPerformance();
   else if (tab === "finance") renderFinance();
   if (window.lucide) window.lucide.createIcons();
 }
@@ -171,7 +196,10 @@ window.switchTab = switchTab;
 
 window.setFinView = (view) => {
   state.finView = view;
-  localStorage.setItem("opc-fin-view", view);
+  renderFinance();
+};
+window.switchFinFilter = (filter) => {
+  state.finFilter = filter;
   renderFinance();
 };
 window.switchTenant = (tenant) => {
@@ -181,6 +209,8 @@ window.switchTenant = (tenant) => {
   document.querySelector("#workspaceTitle").textContent = tenant.replace("·无界", "") + " OPC 工作台";
   const label = document.querySelector("#currentTenantLabel");
   if (label) { label.textContent = tenant.replace("·无界", "") || "工作台"; label.title = tenant; }
+  updateSidebarTabs();
+  if (tenant === "总工作台") switchTab("home");
   load();
 };
 window.doLogout = async () => {

static/styles.css

@@ -1,5 +1,6 @@
 body {
-  min-width: 1180px;
+  min-width: 1400px;
+  overflow-x: auto;
   font-family: Inter, ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, "PingFang SC", "Microsoft YaHei", sans-serif;
 }
 
@@ -94,6 +95,33 @@ body {
   border-bottom-color: #1d4ed8;
 }
 
+/* 详情弹窗固定高度，tab 切换不抖动 */
+#financeModal > div {
+  height: 650px;
+  display: flex;
+  flex-direction: column;
+}
+#financeModal .finance-tabs { flex-shrink: 0; }
+#financeModal form {
+  flex: 1;
+  min-height: 0;
+  display: flex;
+  flex-direction: column;
+  overflow: hidden;
+}
+#financeModal .finance-tab-body {
+  flex: 1;
+  min-height: 0;
+  overflow-y: auto;
+  padding: 32px;
+}
+#financeModal .finance-form-actions {
+  flex-shrink: 0;
+  background: #fff;
+  padding: 12px 32px 8px;
+  border-top: 1px solid #f1f5f9;
+}
+
 /* 项目统一卡片布局 */
 .project-board {
   background: #fff;
@@ -682,6 +710,27 @@ textarea { min-height: 80px; height: auto; resize: vertical; }
   height: 32px;
 }
 
+/* 产品表格内联日期选择器 */
+.prod-date-input {
+  border: 1px solid transparent;
+  background: transparent;
+  font-size: 12px;
+  padding: 2px 4px;
+  border-radius: 4px;
+  width: 110px;
+  cursor: pointer;
+  color: #64748b;
+}
+.prod-date-input:hover {
+  border-color: #cbd5e1;
+  background: #f8fafc;
+}
+.prod-date-input:focus {
+  border-color: #3b82f6;
+  background: white;
+  outline: none;
+}
+
 table {
   border-collapse: collapse;
   width: 100%;

templates/index.html

@@ -49,13 +49,13 @@
             <i data-lucide="home" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">首页</span>
           </div>
-          <div class="sidebar-tab" data-tab="finance" onclick="switchTab('finance')" title="经营管理">
-            <i data-lucide="briefcase-business" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">财务</span>
+          <div class="sidebar-tab" data-tab="finance" onclick="switchTab('finance')" title="业务">
+            <i data-lucide="folder-open-dot" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">业务</span>
           </div>
-          <div class="sidebar-tab" data-tab="projects" onclick="switchTab('projects')" title="重点工作与台账">
+          <div class="sidebar-tab" data-tab="projects" onclick="switchTab('projects')" title="Focus">
             <i data-lucide="file-text" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">台账</span>
+            <span class="text-[10px] mt-1">Focus</span>
           </div>
           <div class="sidebar-tab" data-tab="proposals" onclick="switchTab('proposals')" title="业务方案">
             <i data-lucide="package" style="width:20px;height:20px"></i>
@@ -65,18 +65,29 @@
             <i data-lucide="wallet-cards" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">产品</span>
           </div>
+          <div class="sidebar-tab" data-tab="performance" onclick="switchTab('performance')" title="绩效">
+            <i data-lucide="target" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">绩效</span>
+          </div>
         </div>
       </aside>
       <!-- 主内容区 -->
       <div class="flex-1 min-w-0">
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
-      <div class="flex items-center gap-3">
-        <div>
-          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager</p>
-          <div class="flex items-center gap-3 mt-1">
+      <div class="flex items-center gap-3 w-full">
+        <div class="flex-1">
+          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.0.0.11</span></p>
+          <div class="flex items-center gap-4 mt-1">
             <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
+            <div class="hidden sm:flex items-center gap-1.5 bg-gradient-to-r from-blue-50 to-indigo-50 border border-blue-100 rounded-full px-4 py-1.5">
+              <i data-lucide="sparkles" class="text-blue-500" style="width:14px;height:14px"></i>
+              <span class="text-xs text-blue-700 font-medium tracking-wide">真看病，看真病，用学术会议，科普，科研，患者管理，帮助医生与患者提升临床治疗</span>
+            </div>
           </div>
         </div>
+        <button onclick="document.getElementById('opcLetterModal').classList.remove('hidden')" class="ml-auto flex-shrink-0 flex items-center justify-center w-10 h-10 rounded-full bg-blue-50 border border-blue-200 hover:bg-blue-100 transition-colors" title="OPC 来信">
+          <i data-lucide="mail" class="text-blue-500" style="width:18px;height:18px"></i>
+        </button>
       </div>
     </header>
 
@@ -85,6 +96,8 @@
       <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>
     </main>
       </div><!-- 关闭主内容区 -->
@@ -113,9 +126,47 @@
     <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>
+    <script src="{{ url_for('static', filename='modules/performance.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/finance.js') }}"></script>
+    <script src="{{ url_for('static', filename='modules/expense.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/drawer.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/admin.js') }}"></script>
     <script src="{{ url_for('static', filename='app.js') }}"></script>
+
+    <!-- OPC 来信弹窗 -->
+    <div id="opcLetterModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="this.classList.add('hidden')">
+      <div class="bg-white rounded-2xl shadow-2xl w-full max-w-2xl mx-4 max-h-[85vh] overflow-y-auto" onclick="event.stopPropagation()">
+        <div class="sticky top-0 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between">
+          <h2 class="text-xl font-bold text-slate-800">致所有 OPC 的一封信</h2>
+          <button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="document.getElementById('opcLetterModal').classList.add('hidden')"><i data-lucide="x"></i></button>
+        </div>
+        <div class="p-8 text-slate-700 leading-relaxed" style="background:#fdfcf8;font-family:Georgia,'Times New Roman',serif">
+          <p class="text-slate-500 text-sm mb-6">亲爱的 OPC：</p>
+          <p class="mb-6">对于每一位业务 Owner（OPC），公司和我个人都发自内心地充满了期待：</p>
+          <ul class="list-disc list-inside mb-6 space-y-1.5 text-slate-600">
+            <li>期待每一个人的业务都能够突破</li>
+            <li>期待每一个人都成为自己赛道最璀璨的明星</li>
+            <li>期待每一个人都实现事业上的成功与财务上的自由</li>
+          </ul>
+          <p class="mb-8">所以竭尽所能，把自己对业务管理的每一份理解，都融入这个系统，希望能够助力每一位 OPC 都快速地成长。</p>
+          <hr class="my-6 border-slate-200">
+          <ol class="list-decimal list-inside space-y-4 mb-6 text-sm" style="padding-left:0">
+            <li><strong>财务：</strong>以终为始，用清晰的财务指标，让每个人都清晰地知道自己当下的成绩</li>
+            <li><strong>业务：</strong>将目标转换成不同的项目，每一个项目就是一场战役</li>
+            <li><strong>Focus：</strong>理清工作重点，并把每个重点工作的落地转换成工作清单</li>
+            <li><strong>方案：</strong>如何清晰地和客户描述清楚我们的价值、产品、运营与报价</li>
+            <li><strong>产品：</strong>
+              <ul class="list-disc list-inside ml-4 mt-1 space-y-1 text-slate-500">
+                <li>版本迭代：构建一个数字系统，对业务加杠杆，让业务变得有规模、有流程、有壁垒</li>
+                <li>产品运营：产品在真实场景是否真实地落地，真正地成为可以交付的价值</li>
+              </ul>
+            </li>
+            <li><strong>绩效：</strong>实时评分，了解当前阶段，我们和目标还有什么差距</li>
+          </ol>
+          <hr class="my-6 border-slate-200">
+          <p class="text-right text-sm text-slate-500">—— 与你同行的团队</p>
+        </div>
+      </div>
+    </div>
   </body>
 </html>