feat: 计划+实际模块增加月度总览和季度总览

- 计划模块: 总览改名为月度总览, 新增季度总览tab(含环比)
- 实际模块: 总览改名为月度总览, 新增季度总览tab(含环比)
- 月度总览: 年度累计+1-12月14列
- 季度总览: 年度累计+Q1-Q4+Q2/Q3/Q4环比
- 修复finance.js函数嵌套导致季度总览不渲染
- 版本号 v1.0.0.27

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, budget_data, expense_data FROM project_finances WHERE tenant=?",
+        [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.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

@@ -17,7 +17,8 @@ def run_migrations():
     """
     from migrations.tables import migrate_create_tables
     from migrations.columns import migrate_add_columns
-    from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields
+    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()
@@ -25,5 +26,8 @@ def run_migrations():
     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:
@@ -67,7 +67,7 @@ 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 / 应付 / 已付
+        # 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",
@@ -75,7 +75,69 @@ def migrate_add_columns():
         _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")
+
+        # plan_finances 新增字段
+        _add_column_if_missing(conn, "plan_finances", "client_name",
+            "ALTER TABLE plan_finances ADD COLUMN client_name VARCHAR(200) NOT NULL DEFAULT ''")
+        _add_column_if_missing(conn, "plan_finances", "project_type",
+            "ALTER TABLE plan_finances ADD COLUMN project_type VARCHAR(50) NOT NULL DEFAULT '待签约'")
+        _add_column_if_missing(conn, "plan_finances", "weight",
+            "ALTER TABLE plan_finances ADD COLUMN weight VARCHAR(10) NOT NULL DEFAULT '20%'")
+        # 删除 plan_finances.status 列（计划模块不再需要状态字段）
+        cur = conn.cursor()
+        cur.execute("SHOW COLUMNS FROM plan_finances LIKE 'status'")
+        if cur.fetchone():
+            cur.execute("ALTER TABLE plan_finances DROP COLUMN status")
+            conn.commit()
+            print("[migrate] plan_finances.status 列已删除")
+        # project_finances 新增客户名称字段
+        _add_column_if_missing(conn, "project_finances", "client_name",
+            "ALTER TABLE project_finances ADD COLUMN client_name VARCHAR(200) NOT NULL DEFAULT ''")
+        # 删除 project_finances.status 列（实际模块不再需要状态字段）
+        cur.execute("SHOW COLUMNS FROM project_finances LIKE 'status'")
+        if cur.fetchone():
+            cur.execute("ALTER TABLE project_finances DROP COLUMN status")
+            conn.commit()
+            print("[migrate] project_finances.status 列已删除")
+        cur.close()
     finally:
         conn.close()

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:
@@ -51,7 +51,7 @@ def migrate_rename_tenant():
 
 def migrate_drop_product_fields():
     """删除 product_versions 表的 owner / platform / feature_list 字段"""
-    from flask_app import db, mysql
+    from db import db, mysql
 
     conn = db()
     try:
@@ -71,3 +71,46 @@ def migrate_drop_product_fields():
                     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
+    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"
+                sign_month = f"2026-{random.randint(1, 6):02d}"
+                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))
+                total_gross = int(total_rev * random.uniform(0.25, 0.5))
+                total_payment = int(total_rev * random.uniform(0.7, 0.9))
+                total_cost = int(total_rev * random.uniform(0.3, 0.5))
+                total_paid = int(total_cost * random.uniform(0.7, 0.95))
+
+                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,
+                     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,
+                    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))
+
+            # 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:
@@ -147,6 +147,19 @@ def migrate_create_tables():
   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 ''
+)""",
+            """CREATE TABLE IF NOT EXISTS plan_finances LIKE project_finances""",
+            """CREATE TABLE IF NOT EXISTS plan_expense_records LIKE expense_records""",
         ]
 
         for ddl in tables:

backend/routes.py

@@ -0,0 +1,879 @@
+# 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", "client_name", "sign_amount", "sign_month", "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"]),
+    "planFinances": ("plan_finances", ["project_id", "tenant", "business_type", "customer_name", "client_name", "sign_amount", "sign_month", "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", "client_name", "project_type", "weight"]),
+    "planExpense": ("plan_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/change-password", methods=["POST"])
+@login_required
+def auth_change_password():
+    data = request.get_json(force=True) or {}
+    old_password = data.get("old_password", "")
+    new_password = data.get("new_password", "")
+    if not old_password or not new_password:
+        return jsonify({"error": "旧密码和新密码不能为空"}), 400
+    if len(new_password) < 6:
+        return jsonify({"error": "新密码至少需要6位"}), 400
+    user_id = session.get("user_id")
+    conn = db()
+    try:
+        user = one(conn, "SELECT * FROM users WHERE id=?", (user_id,))
+        if not user or not check_password_hash(user["password_hash"], old_password):
+            return jsonify({"error": "旧密码错误"}), 401
+        new_hash = generate_password_hash(new_password)
+        _exec(conn, "UPDATE users SET password_hash=? WHERE id=?", (new_hash, user_id))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@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 = t_pfs
+                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),
+                    "signed_annual": sum(x["sign_amount"] or 0 for x in t_pfs),
+                    "signed_q2": sum(x["sign_amount"] or 0 for x in t_pfs if (x.get("sign_month") or "")[:7] in _q_months),
+                    "signed_month": sum(x["sign_amount"] or 0 for x in t_pfs if (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.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.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": [], "planFinances": [], "planExpense": [], "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)
+        planPfs = q("SELECT * FROM plan_finances WHERE tenant=? ORDER BY id DESC", tenant)
+        planExpense = q("SELECT * FROM plan_expense_records WHERE tenant=? ORDER BY id DESC", tenant)
+        signed_pfs = pfs
+
+        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
+        signed_amount = sum(x["sign_amount"] or 0 for x in pfs)
+        signed_annual = sum(x["sign_amount"] or 0 for x in pfs)
+        _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.get("sign_month") or "")[:7] in _q_months)
+        signed_month = sum(x["sign_amount"] or 0 for x in pfs if (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.get("sign_month") or "")[:7] in _prev_q_months)
+        signed_prev_month = sum(x["sign_amount"] or 0 for x in pfs if (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, "planFinances": planPfs, "planExpense": planExpense, "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/modules/admin.js

@@ -166,3 +166,89 @@ window.deleteUser = async (uid, username) => {
     toast("删除失败：" + e.message, "error");
   }
 };
+
+// 修改密码弹窗
+window.openChangePwdModal = () => {
+  const overlay = document.createElement("div");
+  overlay.id = "changePwdOverlay";
+  overlay.className = "fixed inset-0 bg-black/40 z-[9999] flex items-center justify-center p-4";
+  overlay.innerHTML = `
+    <div class="bg-white rounded-xl shadow-2xl w-full max-w-sm">
+      <div class="flex items-center justify-between px-6 py-4 border-b border-slate-200">
+        <h2 class="text-lg font-semibold text-slate-800">修改密码</h2>
+        <button class="text-slate-400 hover:text-slate-700" onclick="closeChangePwdModal()"><i data-lucide="x"></i></button>
+      </div>
+      <form class="p-6 grid gap-4" onsubmit="doChangePwd(event)" novalidate>
+        <label class="block">
+          <span class="text-sm text-slate-500 mb-1 block">旧密码</span>
+          <div class="relative">
+            <input type="password" name="old_password" required class="form-ctrl pr-10" placeholder="输入旧密码">
+            <button type="button" class="absolute right-2 top-1/2 -translate-y-1/2 text-slate-400 hover:text-slate-600 p-1" onclick="togglePwdEye(this)"><i data-lucide="eye-off" style="width:16px;height:16px"></i></button>
+          </div>
+        </label>
+        <label class="block">
+          <span class="text-sm text-slate-500 mb-1 block">新密码</span>
+          <div class="relative">
+            <input type="password" name="new_password" required minlength="6" class="form-ctrl pr-10" placeholder="至少6位">
+            <button type="button" class="absolute right-2 top-1/2 -translate-y-1/2 text-slate-400 hover:text-slate-600 p-1" onclick="togglePwdEye(this)"><i data-lucide="eye-off" style="width:16px;height:16px"></i></button>
+          </div>
+        </label>
+        <label class="block">
+          <span class="text-sm text-slate-500 mb-1 block">确认新密码</span>
+          <div class="relative">
+            <input type="password" name="confirm_password" required minlength="6" class="form-ctrl pr-10" placeholder="再次输入新密码">
+            <button type="button" class="absolute right-2 top-1/2 -translate-y-1/2 text-slate-400 hover:text-slate-600 p-1" onclick="togglePwdEye(this)"><i data-lucide="eye-off" style="width:16px;height:16px"></i></button>
+          </div>
+        </label>
+        <div class="flex justify-end gap-3 pt-2">
+          <button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeChangePwdModal()">取消</button>
+          <button type="submit" class="btn btn-primary btn-sm px-8">确认修改</button>
+        </div>
+      </form>
+    </div>`;
+  overlay.addEventListener("click", (e) => { if (e.target === overlay) closeChangePwdModal(); });
+  document.body.appendChild(overlay);
+  if (window.lucide) lucide.createIcons();
+};
+
+window.togglePwdEye = (btn) => {
+  const input = btn.parentElement.querySelector("input");
+  const icon = btn.querySelector("i");
+  if (input.type === "password") {
+    input.type = "text";
+    icon.setAttribute("data-lucide", "eye");
+  } else {
+    input.type = "password";
+    icon.setAttribute("data-lucide", "eye-off");
+  }
+  if (window.lucide) lucide.createIcons({ elements: [icon] });
+};
+
+window.closeChangePwdModal = () => {
+  const el = document.getElementById("changePwdOverlay");
+  if (el) el.remove();
+};
+
+window.doChangePwd = async (e) => {
+  e.preventDefault();
+  const form = e.target;
+  const fd = new FormData(form);
+  const oldPwd = fd.get("old_password");
+  const newPwd = fd.get("new_password");
+  const confirmPwd = fd.get("confirm_password");
+  if (newPwd !== confirmPwd) { toast("两次输入的新密码不一致", "error"); return; }
+  if (newPwd.length < 6) { toast("新密码至少需要6位", "error"); return; }
+  try {
+    const resp = await fetch("/api/auth/change-password", {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ old_password: oldPwd, new_password: newPwd }),
+    });
+    const data = await resp.json();
+    if (!resp.ok) { toast(data.error || "修改失败", "error"); return; }
+    closeChangePwdModal();
+    toast("密码修改成功", "success");
+  } catch (err) {
+    toast("请求失败：" + err.message, "error");
+  }
+};

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/home.js

@@ -4,52 +4,173 @@ 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">
       ${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">
-        ${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")}
-      </div>
+      ${payReminder}
+      ${(() => {
+          var d = [
+            ['项目毛利', [m.profit_annual||0, m.profit_q2||0, m.profit_month||0, m.profit_prev_q||0, m.profit_prev_month||0],
+              [m.profit_q2||0,m.profit_prev_q||0], [m.profit_month||0,m.profit_prev_month||0]],
+            ['部门费用', [m.expense_annual||0, m.expense_q2||0, (m.expense_month||0), m.expense_prev_q||0, m.expense_prev_month||0],
+              [m.expense_q2||0,m.expense_prev_q||0], [(m.expense_month||0),m.expense_prev_month||0]],
+            ['部门净利', [
+              (m.profit_annual||0)-(m.expense_annual||0), (m.profit_q2||0)-(m.expense_q2||0), (m.profit_month||0)-(m.expense_month||0),
+              (m.profit_prev_q||0)-(m.expense_prev_q||0), (m.profit_prev_month||0)-(m.expense_prev_month||0)
+            ], [
+              (m.profit_q2||0)-(m.expense_q2||0), (m.profit_prev_q||0)-(m.expense_prev_q||0)
+            ], [
+              (m.profit_month||0)-(m.expense_month||0), (m.profit_prev_month||0)-(m.expense_prev_month||0)
+            ]],
+            ['项目现金流', [m.cashflow_annual||0, m.cashflow_q2||0, m.cashflow_month||0, m.cashflow_prev_q||0, m.cashflow_prev_month||0],
+              [m.cashflow_q2||0,m.cashflow_prev_q||0], [m.cashflow_month||0,m.cashflow_prev_month||0]],
+            ['部门费用流出', [m.expense_paid_annual||0, m.expense_paid_q2||0, m.expense_paid_month||0, m.expense_paid_prev_q||0, m.expense_paid_prev_month||0],
+              [m.expense_paid_q2||0,m.expense_paid_prev_q||0], [m.expense_paid_month||0,m.expense_paid_prev_month||0]],
+            ['部门现金流', [m.dept_cf_annual||0, m.dept_cf_q2||0, m.dept_cf_month||0, m.dept_cf_prev_q||0, m.dept_cf_prev_month||0],
+              [m.dept_cf_q2||0,m.dept_cf_prev_q||0], [m.dept_cf_month||0,m.dept_cf_prev_month||0]]
+          ];
+          var buildDeptTable = function(title, dataRows) {
+            var h = '';
+            for (var di = 0; di < dataRows.length; di++) {
+              var r = dataRows[di];
+              var rawNet = r[1][0];
+              var isNet = r[0] === '部门净利' || r[0] === '部门现金流';
+              var isCF = r[0] === '项目现金流';
+              var cls = isNet ? (rawNet >= 0 ? 'text-green-600' : 'text-red-600') : isCF ? (rawNet >= 0 ? 'text-green-600' : 'text-red-600') : 'text-slate-800';
+              h += '<tr class="border-b border-slate-100 last:border-0"><td class="py-2 text-left font-semibold text-slate-700">' + r[0] + '</td>' +
+                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][0]) + '</td>' +
+                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][3]) + '</td>' +
+                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][4]) + '</td>' +
+                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][1]) + '</td>' +
+                '<td class="py-2 text-right">' + qoq(r[2][0], r[2][1]) + '</td>' +
+                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][2]) + '</td>' +
+                '<td class="py-2 text-right">' + qoq(r[3][0], r[3][1]) + '</td></tr>';
+            }
+            return card('<h3 class="text-sm font-bold text-slate-700 mb-3">' + title + '</h3><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="border-b border-slate-200"><th class="py-2 text-left text-slate-500">指标</th><th class="py-2 text-right font-semibold text-slate-700">年度累计</th><th class="py-2 text-right font-semibold text-slate-700">上季度累计</th><th class="py-2 text-right font-semibold text-slate-700">上月累计</th><th class="py-2 text-right font-semibold text-slate-700">本季度累计</th><th class="py-2 text-right font-semibold text-slate-400">季环比</th><th class="py-2 text-right font-semibold text-slate-700">本月累计</th><th class="py-2 text-right font-semibold text-slate-400">月环比</th></tr></thead><tbody>' + h + '</tbody></table></div>', 'p-4');
+          };
+          return buildDeptTable('部门经营情况', d.slice(0, 3)) + buildDeptTable('部门现金流', d.slice(3, 6));
+        })()}
       ${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${summary.recent.map((r) => `<div class="flex items-start justify-between rounded-md bg-slate-50 px-3 py-2 text-sm group"><span class="break-words">${r.content}</span><div class="flex items-center gap-2 flex-shrink-0 ml-2"><span class="text-xs text-slate-400">${r.followed_at}</span><button class="btn btn-ghost btn-sm text-red-400 opacity-0 group-hover:opacity-100 p-0 w-5 h-5" onclick="event.preventDefault();deleteActivity(${r.id})" title="删除动态"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></div></div>`).join("")}</div>`, "p-5")}
     </div>
   `;
-  renderCharts(financeMonthly);
 }
 
 function chartOptions(yCallback) {
@@ -98,15 +219,28 @@ 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 || []);
+
+  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/plan_expense.js

@@ -0,0 +1,219 @@
+// expense.js — 费用管理模块
+
+function renderPlanExpense() {
+  var records = state.data.planExpense || [];
+  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.planExpSort) state.planExpSort = { key: 'expense_month', asc: true };
+  var sortKey = state.planExpSort.key;
+  var sortAsc = state.planExpSort.asc ? 1 : -1;
+
+  // 筛选状态
+  var view = state.planExpView || 'total';
+  var typeFilter = state.planExpFilter || '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.planExpMonth) state.planExpMonth = defaultMonth;
+  if (state.planExpQuarter === '') state.planExpQuarter = String(Math.floor(now.getMonth() / 3));
+
+  // 月度筛选
+  if (view === 'monthly') {
+    filtered = filtered.filter(function(r) { return r.expense_month === state.planExpMonth; });
+  }
+
+  // 季度筛选
+  if (view === 'quarterly') {
+    var q = parseInt(state.planExpQuarter) || 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="setPlanExpMonth(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.planExpMonth?' selected':'') + '>请选择</option>' + monthOpts.replace('value="' + state.planExpMonth + '"', 'value="' + state.planExpMonth + '" selected') + '</select>';
+  } else if (view === 'quarterly') {
+    dateSelect = '<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="setPlanExpQuarter(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.planExpQuarter + '"', 'value="' + state.planExpQuarter + '" selected') + '</select>';
+  }
+
+  // Toolbar
+  var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setPlanExpView(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="setPlanExpFilter(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="togglePlanExpSort(\'' + 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="openPlanExpEdit(' + 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="planExpenseModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanExpModal()"><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="planExpenseModalTitle">新增费用</h3><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="planExpDeleteBtn" onclick="deletePlanExpItem()">删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closePlanExpModal()"><i data-lucide="x"></i></button></div></div><form onsubmit="savePlanExpense(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="closePlanExpModal()">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("#planExpenseModule") || document.querySelector("#planExpenseModule") || document.querySelector("#planExpenseContent");
+  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="openPlanExpModal()">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="togglePlanExpSort(\'expense_month\')">月份' + sortArrow('expense_month') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'expense_type\')">费用类型' + sortArrow('expense_type') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'status\')">状态' + sortArrow('status') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'amount\')">金额' + sortArrow('amount') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'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.togglePlanExpSort = function(key) {
+  var cur = state.planExpSort || {};
+  if (cur.key === key) { cur.asc = !cur.asc; }
+  else { cur.key = key; cur.asc = true; }
+  state.planExpSort = cur;
+  renderPlanExpense();
+};
+
+window.setPlanExpView = function(v) { state.planExpView = v; renderPlanExpense(); };
+window.setPlanExpFilter = function(v) { state.planExpFilter = v; renderPlanExpense(); };
+window.setPlanExpMonth = function(v) { state.planExpMonth = v; renderPlanExpense(); };
+window.setPlanExpQuarter = function(v) { state.planExpQuarter = v; renderPlanExpense(); };
+
+window.openPlanExpModal = function() {
+  var form = document.querySelector("#planExpenseModal form");
+  form.reset();
+  form.querySelector('[name="expense_id"]').value = "";
+  form.querySelector('[name="status"]').value = "计入费用";
+  document.querySelector("#planExpenseModalTitle").textContent = "新增费用";
+  document.querySelector("#planExpDeleteBtn").classList.add("hidden");
+  document.querySelector("#planExpenseModal").classList.remove("hidden");
+};
+
+window.closePlanExpModal = function() {
+  document.querySelector("#planExpenseModal").classList.add("hidden");
+};
+
+window.openPlanExpEdit = function(id) {
+  var r = (state.data.planExpense || []).find(function(x) { return x.id === id; });
+  if (!r) return;
+  var form = document.querySelector("#planExpenseModal 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("#planExpenseModalTitle").textContent = "编辑费用";
+  document.querySelector("#planExpDeleteBtn").classList.remove("hidden");
+  document.querySelector("#planExpenseModal").classList.remove("hidden");
+};
+
+window.savePlanExpense = 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/planExpense/" + id : "/api/planExpense";
+  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();
+    renderPlanExpense();
+  }
+  closePlanExpModal();
+};
+
+window.deletePlanExpItem = async function() {
+  var id = document.querySelector("#planExpenseModal form [name='expense_id']").value;
+  if (!id || !confirm("确定删除？")) return;
+  var resp = await fetch("/api/planExpense/" + 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();
+    renderPlanExpense();
+  }
+};

static/modules/products.js

@@ -187,8 +187,13 @@ function renderProducts() {
     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>
@@ -230,6 +235,7 @@ function renderProducts() {
       </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();
 }
@@ -342,3 +348,8 @@ window.cyclePriority = async (id) => {
     renderProducts();
   } catch (e) { toast("更新失败：" + e.message, "error"); }
 };
+
+window.switchProductTab = (v) => {
+  state.productTab = v;
+  renderProducts();
+};

static/modules/projects.js

@@ -82,6 +82,9 @@ window.toggleUserMenu = (user) => {
     ${user.role === 'admin' ? `<button class="w-full text-left px-4 py-2 text-sm text-slate-700 hover:bg-slate-50 transition-colors flex items-center gap-2" onclick="closeUserMenu();openAdminUsers()">
       <i data-lucide="users" style="width:14px;height:14px"></i>账号管理
     </button>` : ''}
+    <button class="w-full text-left px-4 py-2 text-sm text-slate-700 hover:bg-slate-50 transition-colors flex items-center gap-2" onclick="closeUserMenu();openChangePwdModal()">
+      <i data-lucide="lock" style="width:14px;height:14px"></i>修改密码
+    </button>
     <button class="w-full text-left px-4 py-2 text-sm text-red-600 hover:bg-red-50 transition-colors flex items-center gap-2" onclick="doLogout()">
       <i data-lucide="log-out" style="width:14px;height:14px"></i>退出登录
     </button>`;

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

@@ -5,17 +5,26 @@ const state = {
   data: null,
   tenant: "科普·无界",
   opFilter: "all",
-  finFilter: "已签约",
+  finFilter: "projects",
   selectedProject: null,
   taskQuery: "",
   taskView: localStorage.getItem("opc-task-view") || "detail",
-  finView: localStorage.getItem("opc-fin-view") || "rev",
+  finView: "overview",
+  finSort: null, // { key: 'col', asc: true }
+  planFilter: "projects",
+  planView: "overview",
+  planSort: null,
   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`;
@@ -125,6 +134,12 @@ 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: '实际管理', plan: '计划管理', 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();
 }
 
@@ -146,7 +161,9 @@ function render() {
   renderProjects();
   renderProposals();
   renderProducts();
+  renderPerformance();
   renderFinance();
+  renderPlan();
   if (window.lucide) window.lucide.createIcons();
 }
 
@@ -157,7 +174,9 @@ 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();
+  else if (tab === "plan") renderPlan();
   if (window.lucide) window.lucide.createIcons();
 }
 
@@ -183,9 +202,39 @@ window.switchTab = switchTab;
 
 window.setFinView = (view) => {
   state.finView = view;
-  localStorage.setItem("opc-fin-view", view);
   renderFinance();
 };
+window.setFinQuarter = (q) => { state.finQuarter = q; state.finView = 'quarterly'; renderFinance(); };
+window.setFinMonth = (month) => { state.finMonth = month; state.finView = 'monthly'; renderFinance(); };
+window.switchFinFilter = (filter) => {
+  state.finFilter = filter;
+  state.finSort = null;
+  renderFinance();
+};
+
+window.setFinSort = (key) => {
+  if (!state.finSort) state.finSort = { key: null, asc: true };
+  if (state.finSort.key === key) { state.finSort.asc = !state.finSort.asc; }
+  else { state.finSort.key = key; state.finSort.asc = true; }
+  renderFinance();
+};
+window.setPlanView = (view) => {
+  state.planView = view;
+  renderPlan();
+};
+window.setPlanQuarter = (q) => { state.planQuarter = q; state.planView = 'quarterly'; renderPlan(); };
+window.setPlanMonth = (month) => { state.planMonth = month; state.planView = 'monthly'; renderPlan(); };
+window.switchPlanFilter = (filter) => {
+  state.planFilter = filter;
+  state.planSort = null;
+  renderPlan();
+};
+window.setPlanSort = (key) => {
+  if (!state.planSort) state.planSort = { key: null, asc: true };
+  if (state.planSort.key === key) { state.planSort.asc = !state.planSort.asc; }
+  else { state.planSort.key = key; state.planSort.asc = true; }
+  renderPlan();
+};
 window.switchTenant = (tenant) => {
   state.tenant = tenant;
   state.selectedProject = null;

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, #planModal > div {
+  height: 650px;
+  display: flex;
+  flex-direction: column;
+}
+#financeModal .finance-tabs, #planModal .finance-tabs { flex-shrink: 0; }
+#financeModal form, #planModal form {
+  flex: 1;
+  min-height: 0;
+  display: flex;
+  flex-direction: column;
+  overflow: hidden;
+}
+#financeModal .finance-tab-body, #planModal .finance-tab-body {
+  flex: 1;
+  min-height: 0;
+  overflow-y: auto;
+  padding: 32px;
+}
+#financeModal .finance-form-actions, #planModal .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;

templates/index.html

@@ -45,17 +45,21 @@
         <div class="w-8 h-px bg-slate-700 my-2"></div>
         <!-- 导航 Tab 图标 -->
         <div class="flex flex-col items-center gap-1 w-14" id="sidebarTabs">
-          <div class="sidebar-tab active" data-tab="home" onclick="switchTab('home')" title="首页">
-            <i data-lucide="home" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">首页</span>
+          <div class="sidebar-tab active" data-tab="home" onclick="switchTab('home')" title="部门">
+            <i data-lucide="trending-up" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">部门</span>
           </div>
-          <div class="sidebar-tab" data-tab="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="plan" onclick="switchTab('plan')" title="计划">
+            <i data-lucide="calendar-range" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">计划</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="finance" onclick="switchTab('finance')" title="实际">
+            <i data-lucide="folder-open-dot" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">实际</span>
+          </div>
+          <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 +69,29 @@
             <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">v1.0.0.27</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>
 
@@ -85,7 +100,10 @@
       <section id="projects" class="panel"></section>
       <section id="proposals" class="panel"></section>
       <section id="products" class="panel"></section>
+      <section id="performance" class="panel"></section>
+      <section id="performance" class="panel"></section>
       <section id="finance" class="panel"></section>
+      <section id="plan" class="panel"></section>
     </main>
       </div><!-- 关闭主内容区 -->
     </div><!-- 关闭 flex 容器 -->
@@ -113,9 +131,49 @@
     <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/plan.js') }}"></script>
+    <script src="{{ url_for('static', filename='modules/plan_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>