Merge branch 'dev'

- 卡片头部简化为单行: 视图标签 | 筛选:状态/月份/季度下拉 + 新增按钮
- 状态筛选从标签按钮改为统一风格下拉框（自定义SVG箭头）
- 下拉框字体/高度与视图标签 btn-sm 完全对齐
- 表格增加状态列（已签约/流程中/待签约，分色显示）
- 季度视图 p-4 padding 修复

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 +1,105 @@
+# 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 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"):
+    months = [f"2026-{m:02d}" for m in range(1, 13)]
+    pfs = rows(conn,
+        "SELECT sign_amount, sign_month, status, budget_data FROM project_finances WHERE tenant=? AND status='已签约'",
+        [tenant])
+
+    parsed_budgets = []
+    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),
+                "cost": float(b.get("cost") or 0),
+            }
+        parsed_budgets.append((pf, budget_map))
+
+    data = []
+    for month in months:
+        key = month.replace("-", "_")
+        revenue = gross = payment = cost = sign = 0
+        for pf, budget_map in parsed_budgets:
+            if pf["status"] == "已签约" and (pf.get("sign_month") or "") == month:
+                sign += float(pf["sign_amount"] or 0)
+            b = budget_map.get(key)
+            if b:
+                revenue += b["rev"]
+                gross += b["gross"]
+                payment += b["payment"]
+                cost += b["cost"]
+        data.append({
+            "month": month, "revenue": revenue,
+            "labor": 0, "expense": 0, "purchase": 0,
+            "gross": gross,
+            "sign": sign, "payment": payment, "cost": cost,
+        })
+    return data

backend/migrations/__init__.py

@@ -17,7 +17,7 @@ def run_migrations():
     """
     from migrations.tables import migrate_create_tables
     from migrations.columns import migrate_add_columns
-    from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields
+    from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields, migrate_fix_service_fee_standard
     from migrations.seed import migrate_seed_users, migrate_seed_demo_data
 
     migrate_create_tables()
@@ -25,5 +25,6 @@ def run_migrations():
     migrate_fix_task_status()
     migrate_rename_tenant()
     migrate_drop_product_fields()
+    migrate_fix_service_fee_standard()
     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:
@@ -75,6 +75,30 @@ 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 ''")
+
         conn.commit()
         print("[migrate] 加列迁移完成")
     finally:

backend/migrations/data_fixes.py

@@ -3,7 +3,7 @@
 
 def migrate_fix_task_status():
     """修正 project_tasks 中非法的 status 值"""
-    from flask_app import db, _exec, mysql, logger
+    from db import db, _exec, mysql, logger
 
     conn = db()
     try:
@@ -28,7 +28,7 @@ def migrate_fix_task_status():
 
 def migrate_rename_tenant():
     """工作台重命名：无界·无界 → 学会·无界"""
-    from flask_app import db, _exec, mysql
+    from db import db, _exec, mysql
 
     conn = db()
     try:
@@ -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 +71,24 @@ 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()

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 +1,127 @@
+# seed_data.py — 初始示例数据填充（仅在空库时执行一次）
+# 从 flask_app.py 搬迁，被 migrations/seed.py 调用
+
+from datetime import date
+from pathlib import Path
+from db import db, _exec, one, WEIXIN_BASE
+from helpers import add_file_index
+
+
+def seed_db():
+    """填充初始示例数据（仅在空库时执行一次）"""
+    conn = db()
+    try:
+        if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
+            return  # 已有数据，跳过
+
+        sales = [
+            ("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架，需推进高层沟通。"),
+            ("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育机会，准备方案。"),
+            ("信达生物", "P0", "已签约", "现有科普项目升级/续约，重点保障执行。"),
+            ("三生制药", "P1", "待跟进", "多科室医生教育+患者科普机会。"),
+            ("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 sales:
+            cur = _exec(conn,
+                "INSERT INTO sales_leads (target_customer, priority, status) VALUES (?,?,?)",
+                (customer, priority, status),
+            )
+            _exec(conn,
+                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
+                ("sales", cur.lastrowid, date.today().isoformat(), note, "明确下一次沟通人和时间"),
+            )
+
+        cur = _exec(conn,
+            "INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date) 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"),
+        )
+        proposal_id = cur.lastrowid
+        proposal_dir = WEIXIN_BASE / "2、业务方案/信达/v1.5"
+        for category, names in {
+            "方案": ["整体方案.pptx", "整体方案.pdf"],
+            "成本": ["业务报价-2亿方案.xlsx", "业务报价-5250万方案.xlsx", "5、最新报价.xlsx"],
+            "SOP": ["SOP.docx"],
+            "财务流程": ["财务流程.docx"],
+        }.items():
+            for name in names:
+                add_file_index(conn, "proposal", proposal_id, "v1.5", category, proposal_dir / name, external=True)
+
+        projects = [
+            ("圆心科技 科普文章项目", "v2026-文章", "execution", "SOP 执行中", "内容生产", 55, "文章内容生产与审核执行中"),
+            ("圆心科技 科普视频项目", "v2026-视频", "execution", "SOP 执行中", "内容生产", 45, "视频脚本、拍摄与审核推进"),
+            ("圆心科技 科普专访项目", "v2026-专访", "opportunity", "方案已提交", "商务推进", 0, "专访项目推动签约"),
+        ]
+        op_dir = WEIXIN_BASE / "3、运营方案"
+        for name, version, kind, status, stage, progress, note in projects:
+            cur = _exec(conn,
+                """INSERT INTO operation_projects
+                (project_name,project_version,project_type,project_status,current_stage,target_customer,customer_need,
+                 expected_contract_amount,expected_sign_date,sign_probability,next_action,sop_stage,execution_progress,current_deliverable)
+                VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
+                (name, version, kind, status, stage, "圆心科技", "科普内容项目执行与管理", 0 if kind == "execution" else 200, "2026-06", 100 if kind == "execution" else 70, "补齐版本要求文件并更新下一节点", stage, progress, note),
+            )
+            _exec(conn,
+                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
+                ("operation", cur.lastrowid, date.today().isoformat(), note, "补齐版本要求文件并更新下一节点"),
+            )
+
+        file_map = [
+            (1, "v2026-文章", "项目方案", "圆心科技--科普文章项目(1).pptx"),
+            (2, "v2026-视频", "项目方案", "圆心科技-科普视频项目(1).pptx"),
+            (3, "v2026-专访", "项目方案", "圆心科技-科普专访项目-2026年(1).pdf"),
+            (1, "v2026-文章", "项目管理手册", "圆心科技《项目管理手册》-2026年.pdf"),
+            (2, "v2026-视频", "审核标准", "科普项目-审核标准（文章-视频-音频）.pdf"),
+        ]
+        for project_id, version, category, filename in file_map:
+            add_file_index(conn, "operation", project_id, version, category, op_dir / filename, external=True)
+
+        products = [
+            ("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中", "科普平台"),
+            ("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "医生活跃、任务完成率、AI 预审、渠道数据上报", "2026-Q3", "设计中", "真研平台"),
+            ("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "科普文章/视频浏览、医生主页、搜索", "2026-Q3", "规划中", "科普平台"),
+            ("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "预设形象、AI 配音、脚本驱动、简单模板", "2026-Q3", "规划中", "科普平台"),
+            ("渠道分发引擎", "v1.0", "六渠道统一分发", "分发 API、内容适配、分发排期、效果追踪", "2027-Q1", "规划中", "科普平台"),
+        ]
+        for product in products:
+            cur = _exec(conn,
+                "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)",
+                product,
+            )
+            _exec(conn,
+                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
+                ("product", cur.lastrowid, date.today().isoformat(), f"{product[0]} {product[1]}：{product[2]}", "按路线图推进"),
+            )
+
+        for month, record_type, category, amount, notes in [
+            ("2026-05", "revenue", "信达生物续约确认收入", 120, "信达项目阶段确收"),
+            ("2026-06", "revenue", "信达生物续约确认收入", 80, "信达项目尾款预估"),
+            ("2026-05", "cost_expense", "内容生产", 32, "医生劳务与内容制作"),
+            ("2026-05", "cost_expense", "运营管理", 16, "项目管理与渠道协同"),
+            ("2026-06", "cost_expense", "渠道分发", 24, "投放与分发费用"),
+        ]:
+            _exec(conn,
+                "INSERT INTO finance_records (month,record_type,category,amount,occurred_date,notes) VALUES (?,?,?,?,?,?)",
+                (month, record_type, category, amount, f"{month}-01", notes),
+            )
+
+        tasks_seed = [
+            ("阶段1：渠道与商务确认", "商务对接", "合同签订", "Anna", "2026-06-30", "法务审核中", "合同签订后开始执行"),
+            ("阶段1：渠道与商务确认", "官媒渠道确认", "沟通官媒确定", "段丽华", "2026-06-30", "官媒尽力推，以先达成合作为准", "集团支持"),
+            ("阶段1：渠道与商务确认", "官媒渠道确认", "官媒合作签约", "段丽华", "2026-06-18", "", "官媒确认细节"),
+            ("阶段2：系统与标准搭建", "系统开发上线", "音频专访系统开发上线", "戴敏/梁军营", "2026-06-18", "客户比较着急执行，需要技术的资源", ""),
+            ("阶段2：系统与标准搭建", "系统开发上线", "精品视频系统开发上线", "戴敏/梁军营", "2026-06-25", "", ""),
+            ("阶段2：系统与标准搭建", "标准与培训", "业务执行手册SOP", "胡龙飞", "2026-06-12", "", "系统开发上线"),
+            ("阶段3：人员与审核入驻", "团队组建", "医学审核人员到位", "胡龙飞", "2026-06-15", "", "审核人员招聘"),
+            ("阶段3：人员与审核入驻", "团队组建", "视频制作人员到位", "胡龙飞", "2026-06-18", "", "项目经理招聘"),
+            ("阶段4：供应链与制作", "供应商准入", "准入拍摄/剪辑/主持人", "胡龙飞/侯亚凤", "2026-06-18", "", ""),
+            ("阶段2：系统与标准搭建", "脚本生产及审核", "生产脚本", "军营", "2026-06-12", "脚本目前生产比较机械，需要提前准备", "细分标签领域完成"),
+        ]
+        for phase, milestone, task, owner, due_date, blockers, notes in tasks_seed:
+            _exec(conn,
+                "INSERT INTO project_tasks (project_id,phase,milestone,task,owner,due_date,blockers,notes) VALUES (?,?,?,?,?,?,?,?)",
+                (1, phase, milestone, task, owner, due_date, blockers, notes),
+            )
+
+        conn.commit()
+    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:

backend/routes.py

@@ -0,0 +1,661 @@
+# routes.py — 全部 HTTP 路由（Blueprint）
+# 依赖：flask, db.py, helpers.py, werkzeug
+
+import os
+import json
+from datetime import date
+from pathlib import Path
+
+from flask import Blueprint, jsonify, render_template, request, send_file, session, redirect
+from werkzeug.security import generate_password_hash, check_password_hash
+
+from db import db, now, _exec, rows, one, UPLOAD_DIR
+from helpers import add_file_index, attach_common, monthly_finance
+
+bp = Blueprint("api", __name__)
+
+ALL_TENANTS = ["总工作台", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
+
+TABLES = {
+    "sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
+    "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "proposal_type", "notes", "tenant"]),
+    "operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes", "tenant"]),
+    "products": ("product_versions", ["product_name", "version", "version_goal", "priority", "start_date", "plan_date", "dev_done_date", "test_date", "launch_date", "status", "notes", "tenant"]),
+    "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
+    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "priority", "tenant"]),
+    "projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "owner", "total_rev", "total_gross", "total_payment", "total_cost", "total_paid", "budget_data", "start_date", "end_date", "task_type", "task_count", "service_fee_standard", "project_manager", "task_data", "project_code", "contact_name", "contact_phone", "other_info"]),
+}
+
+# ---------- 鉴权装饰器 ----------
+
+def login_required(f):
+    from functools import wraps
+    @wraps(f)
+    def decorated(*args, **kwargs):
+        if "user_id" not in session:
+            return jsonify({"error": "未登录"}), 401
+        return f(*args, **kwargs)
+    return decorated
+
+
+def admin_required(f):
+    from functools import wraps
+    @wraps(f)
+    def decorated(*args, **kwargs):
+        if "user_id" not in session:
+            return jsonify({"error": "未登录"}), 401
+        if session.get("role") != "admin":
+            return jsonify({"error": "无权限"}), 403
+        return f(*args, **kwargs)
+    return decorated
+
+
+# ---------- 认证路由 ----------
+
+@bp.route("/login")
+def login_page():
+    return render_template("login.html")
+
+
+@bp.route("/api/auth/login", methods=["POST"])
+def auth_login():
+    data = request.get_json(force=True) or {}
+    username = data.get("username", "").strip()
+    password = data.get("password", "")
+    conn = db()
+    try:
+        user = one(conn, "SELECT * FROM users WHERE username=?", (username,))
+        if not user or not check_password_hash(user["password_hash"], password):
+            return jsonify({"error": "用户名或密码错误"}), 401
+        session["user_id"] = user["id"]
+        session["username"] = user["username"]
+        session["display_name"] = user["display_name"]
+        session["role"] = user["role"]
+        if user["role"] == "admin":
+            session["tenants"] = ["总工作台", "科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
+        else:
+            ut = rows(conn, "SELECT tenant FROM user_tenants WHERE user_id=?", (user["id"],))
+            session["tenants"] = [x["tenant"] for x in ut]
+        return jsonify({
+            "ok": True,
+            "user": {"id": user["id"], "username": user["username"], "display_name": user["display_name"], "role": user["role"]},
+            "tenants": session["tenants"],
+        })
+    finally:
+        conn.close()
+
+
+@bp.route("/api/auth/logout", methods=["POST"])
+def auth_logout():
+    session.clear()
+    return jsonify({"ok": True})
+
+
+@bp.route("/api/auth/me")
+def auth_me():
+    if "user_id" not in session:
+        return jsonify({"logged_in": False})
+    tenants = session.get("tenants", [])
+    if "总工作台" not in tenants:
+        tenants = ["总工作台"] + tenants
+    return jsonify({
+        "logged_in": True,
+        "user": {"id": session["user_id"], "username": session["username"], "display_name": session["display_name"], "role": session["role"]},
+        "tenants": tenants,
+    })
+
+
+# ---------- 账号管理 ----------
+
+@bp.route("/api/users")
+@admin_required
+def list_users():
+    conn = db()
+    try:
+        users = rows(conn, "SELECT id, username, display_name, role, created_at FROM users ORDER BY id")
+        ut_rows = rows(conn, "SELECT user_id, tenant FROM user_tenants")
+        tenant_map = {}
+        for r in ut_rows:
+            tenant_map.setdefault(r["user_id"], []).append(r["tenant"])
+        for u in users:
+            u["tenants"] = tenant_map.get(u["id"], [])
+        return jsonify(users)
+    finally:
+        conn.close()
+
+
+@bp.route("/api/users", methods=["POST"])
+@admin_required
+def create_user():
+    data = request.get_json(force=True)
+    username = (data.get("username") or "").strip()
+    display_name = (data.get("display_name") or "").strip()
+    password = data.get("password") or ""
+    role = data.get("role") or "opc_owner"
+    tenants = data.get("tenants") or []
+    if not username or not password or not display_name:
+        return jsonify({"error": "用户名/密码/显示名不能为空"}), 400
+    if role not in ("admin", "opc_owner"):
+        return jsonify({"error": "角色非法"}), 400
+    conn = db()
+    try:
+        if one(conn, "SELECT id FROM users WHERE username=?", (username,)):
+            return jsonify({"error": "用户名已存在"}), 400
+        _exec(conn, "INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)",
+              (username, generate_password_hash(password, "pbkdf2:sha256"), display_name, role, date.today().isoformat()))
+        u = one(conn, "SELECT id FROM users WHERE username=?", (username,))
+        for t in tenants:
+            if t in ALL_TENANTS:
+                _exec(conn, "INSERT IGNORE INTO user_tenants (user_id, tenant) VALUES (?,?)", (u["id"], t))
+        conn.commit()
+        return jsonify({"ok": True, "id": u["id"]})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/users/<int:uid>", methods=["PUT"])
+@admin_required
+def update_user(uid):
+    data = request.get_json(force=True)
+    conn = db()
+    try:
+        u = one(conn, "SELECT * FROM users WHERE id=?", (uid,))
+        if not u:
+            return jsonify({"error": "用户不存在"}), 404
+        display_name = (data.get("display_name") or "").strip() or u["display_name"]
+        role = data.get("role") or u["role"]
+        if role not in ("admin", "opc_owner"):
+            return jsonify({"error": "角色非法"}), 400
+        password = data.get("password") or ""
+        if password:
+            _exec(conn, "UPDATE users SET display_name=?, role=?, password_hash=? WHERE id=?",
+                  (display_name, role, generate_password_hash(password, "pbkdf2:sha256"), uid))
+        else:
+            _exec(conn, "UPDATE users SET display_name=?, role=? WHERE id=?", (display_name, role, uid))
+        if "tenants" in data:
+            _exec(conn, "DELETE FROM user_tenants WHERE user_id=?", (uid,))
+            for t in data["tenants"]:
+                if t in ALL_TENANTS:
+                    _exec(conn, "INSERT IGNORE INTO user_tenants (user_id, tenant) VALUES (?,?)", (uid, t))
+        if role != "admin":
+            admin_count = one(conn, "SELECT COUNT(*) AS c FROM users WHERE role='admin'")["c"]
+            if admin_count == 0:
+                return jsonify({"error": "至少保留一个管理员"}), 400
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/users/<int:uid>", methods=["DELETE"])
+@admin_required
+def delete_user(uid):
+    if uid == session.get("user_id"):
+        return jsonify({"error": "不能删除当前登录账号"}), 400
+    conn = db()
+    try:
+        u = one(conn, "SELECT * FROM users WHERE id=?", (uid,))
+        if not u:
+            return jsonify({"error": "用户不存在"}), 404
+        if u["role"] == "admin":
+            admin_count = one(conn, "SELECT COUNT(*) AS c FROM users WHERE role='admin'")["c"]
+            if admin_count <= 1:
+                return jsonify({"error": "至少保留一个管理员"}), 400
+        _exec(conn, "DELETE FROM user_tenants WHERE user_id=?", (uid,))
+        _exec(conn, "DELETE FROM users WHERE id=?", (uid,))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
+@bp.route("/api/tenants")
+def list_tenants():
+    return jsonify(ALL_TENANTS)
+
+
+# ---------- 首页 + bootstrap ----------
+
+@bp.route("/")
+def index():
+    if "user_id" not in session:
+        return redirect("/login")
+    return render_template("index.html")
+
+
+@bp.route("/api/bootstrap")
+def bootstrap():
+    if "user_id" not in session:
+        return jsonify({"error": "未登录"}), 401
+    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_proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", [t]))
+                t_signed_pfs = [x for x in t_pfs if x["status"] == "已签约"]
+                def t_parse_budget(pf):
+                    try:
+                        budget = json.loads(pf.get("budget_data") or "[]")
+                    except (json.JSONDecodeError, TypeError):
+                        budget = []
+                    return {(b.get("month") or "").replace("-", "_"): b for b in budget}
+                t_bm = {pf["id"]: t_parse_budget(pf) for pf in t_pfs}
+                def t_sum_budget(field, months_range):
+                    total = 0
+                    for pf in t_pfs:
+                        bm = t_bm.get(pf["id"], {})
+                        for m in months_range:
+                            b = bm.get(f"2026_{m:02d}")
+                            if b:
+                                total += float(b.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"2026-{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"2026-{m:02d}" for m in _prev_q_range]
+                _prev_month = _now_month - 1 if _now_month > 1 else None
+                all_metrics.append({
+                    "total_projects": len(t_signed_pfs),
+                    "total_proposals": len(t_ops),
+                    "total_products": len(t_proposals),
+                    "upcoming_products": len(t_products),
+                    "signed_amount": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
+                    "signed_annual": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
+                    "signed_q2": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months),
+                    "signed_month": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_now_month:02d}"),
+                    "signed_prev_q": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _prev_q_months),
+                    "signed_prev_month": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_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_budget("cost", range(1, 13)),
+                    "cost_q2": t_sum_budget("cost", _q_range),
+                    "cost_month": t_sum_budget("cost", [_now_month]),
+                    "cost_prev_q": t_sum_budget("cost", _prev_q_range),
+                    "cost_prev_month": t_sum_budget("cost", [_prev_month]) if _prev_month else 0,
+                })
+                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"]:
+                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"2026-{i+1:02d}"}
+                for field in ["revenue","gross","payment","cost","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": [], "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)
+        signed_pfs = [x for x in pfs if x["status"] == "已签约"]
+
+        def parse_budget(pf):
+            try:
+                budget = json.loads(pf.get("budget_data") or "[]")
+            except (json.JSONDecodeError, TypeError):
+                budget = []
+            return {(b.get("month") or "").replace("-", "_"): b for b in budget}
+
+        budget_maps = [(pf, parse_budget(pf)) for pf in signed_pfs]
+
+        def sum_budget(field, months_range):
+            total = 0
+            for pf, bm in budget_maps:
+                for m in months_range:
+                    b = bm.get(f"2026_{m:02d}")
+                    if b:
+                        total += float(b.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_budget("cost", range(1, 13))
+        payment_q2 = sum_budget("payment", _q_range)
+        cost_q2 = sum_budget("cost", _q_range)
+        payment_month = sum_budget("payment", [_now_month])
+        cost_month = sum_budget("cost", [_now_month])
+        payment_prev_q = sum_budget("payment", _prev_q_range)
+        cost_prev_q = sum_budget("cost", _prev_q_range)
+        payment_prev_month = sum_budget("payment", [_prev_month]) if _prev_month else 0
+        cost_prev_month = sum_budget("cost", [_prev_month]) if _prev_month else 0
+        def pf_status_sum(status):
+            return sum(x["sign_amount"] or 0 for x in pfs if x["status"] == status)
+        signed_amount = pf_status_sum("已签约")
+        signed_annual = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约")
+        _q_months = [f"2026-{m:02d}" for m in _q_range]
+        signed_q2 = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months)
+        signed_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_now_month:02d}")
+        _prev_q_months = [f"2026-{m:02d}" for m in _prev_q_range]
+        signed_prev_q = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _prev_q_months)
+        signed_prev_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_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,
+                "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, "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/finance.js

@@ -1,12 +1,13 @@
 // finance.js — 经营管理（财务）模块
 
 const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")} 元`;
+const moneyWan = (v) => `${(Number(v || 0) / 10000).toFixed(1)} 万`;
 
 function renderFinance() {
   const pfs = state.data.projectFinances || [];
   const ops = state.data.operations || [];
   const fmTypesByTenant = {
-    "科普·无界": ["科普音频","科普视频","科普文章","全品类科普","调研问卷"],
+    "科普·无界": ["科普音频","科普视频","科普文章","科普专访","患教会","全品类科普","调研问卷"],
     "科研·无界": ["真实世界研究","调研问卷","病例征集","患者招募"],
     "医患·无界": ["医患运营","患者管理","患教会","创新支付","电商","其他"],
   };
@@ -73,7 +74,7 @@ function renderFinance() {
       const budget = JSON.parse(pf.budget_data || "[]");
       budget.forEach(b => { budgetMap[(b.month || "").replace("-", "_")] = b; });
     } catch (e) {}
-    const isRevView = state.finView !== "cashflow" && state.finView !== "overview" && state.finView !== "monthly";
+    const isRevView = state.finView !== "cashflow" && state.finView !== "overview" && state.finView !== "monthly" && state.finView !== "quarterly";
     const mCols = months.map(m => {
       const b = budgetMap[m] || {};
       if (isRevView) {
@@ -99,46 +100,61 @@ function renderFinance() {
     })();
     const sm = pf.sign_month || "";
     const signMonthCell = `<td class="p-2 text-center text-sm"><span class="pf-sm-text cursor-pointer hover:text-blue-600" id="pf-sm-${pf.id}" onclick="event.stopPropagation(); editPfSignMonth(event, ${pf.id})">${sm || '—'}</span></td>`;
-    return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td><td class="p-2 text-sm text-center">${esc(pf.business_type)}</td><td class="p-2 text-sm text-center">${pf.status === "已签约" ? badge("已签约") : pf.status === "流程中" ? badge("流程中","blue") : badge("待签约","amber")}</td>${signMonthCell}<td class="p-2 text-center text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}</tr>`;
+    return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td>${signMonthCell}<td class="p-2 text-center text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}</tr>`;
   };
 
+  const finHeaderBase = `<button class="btn btn-sm ${state.finView === 'overview' ? 'btn-primary' : 'btn-ghost'} px-2 py-1.5" data-view="overview" onclick="setFinView('overview')">总视图</button><button class="btn btn-sm ${state.finView === 'monthly' ? 'btn-primary' : 'btn-ghost'} px-2 py-1.5" data-view="monthly" onclick="setFinView('monthly')">月度</button><button class="btn btn-sm ${state.finView === 'quarterly' ? 'btn-primary' : 'btn-ghost'} px-2 py-1.5" data-view="quarterly" onclick="setFinView('quarterly')">季度</button><span class="text-slate-300 mx-0.5">|</span><span class="text-xs text-slate-400">筛选：</span><span class="text-xs text-slate-500">状态：</span><select onchange="state.finFilter=this.value;renderFinance()" class="text-xs 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="已签约" ${state.finFilter==='已签约'?'selected':''}>已签约 (${pfs.filter(x=>x.status==='已签约').length})</option><option value="流程中" ${state.finFilter==='流程中'?'selected':''}>流程中 (${pfs.filter(x=>x.status==='流程中').length})</option><option value="待签约" ${state.finFilter==='待签约'?'selected':''}>待签约 (${pfs.filter(x=>x.status==='待签约').length})</option></select>`;
+  const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openFinanceModal()">新增财务项目</button>`;
+
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
     <div class="grid grid-cols-4 gap-3">
-      ${[["已签项目","" + signed.length,"file-check-2"],["签约金额",moneyInt(sumSign),"coins"],["待签项目","" + pending.length,"file-question"],["待签金额",moneyInt(sumPending),"hourglass"]].map(([l,v,icon]) => `<div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${l}</span><strong class="mt-2 block text-2xl">${v}</strong></div>`).join("")}
+      ${[["已签项目","" + signed.length,"file-check-2"],["签约金额",moneyWan(sumSign),"coins"],["待签项目","" + pending.length,"file-question"],["待签金额",moneyWan(sumPending),"hourglass"]].map(([l,v,icon]) => `<div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${l}</span><strong class="mt-2 block text-2xl">${v}</strong></div>`).join("")}
     </div>
     <div class="grid grid-cols-5 gap-3">
       ${[["本月确收",moneyInt(thisMonthRev),"trending-up"],["本月毛利",moneyInt(thisMonthGross),"percent"],["本月回款",moneyInt(monthPayment),"wallet"],["本月应付",moneyInt(monthCost),"receipt"],["本月现金流",moneyInt(monthCashflow),"repeat"]].map(([l,v,icon]) => `<div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${l}</span><strong class="mt-2 block text-2xl">${v}</strong></div>`).join("")}
     </div>
-    <div class="flex justify-between items-center"><div class="flex items-center gap-1" id="finViewToggle"><button class="btn btn-sm ${state.finView === 'overview' ? 'btn-primary' : 'btn-ghost'} px-2 py-1.5" data-view="overview" onclick="setFinView('overview')" title="总视图"><i data-lucide="layout-dashboard" style="width:16px;height:16px"></i><span class="text-xs ml-1">总视图</span></button><button class="btn btn-sm ${state.finView === 'monthly' ? 'btn-primary' : 'btn-ghost'} px-2 py-1.5" data-view="monthly" onclick="setFinView('monthly')" title="月度视图"><i data-lucide="calendar-days" style="width:16px;height:16px"></i><span class="text-xs ml-1">月度视图</span></button></div><button class="btn btn-primary btn-sm" onclick="openFinanceModal()"><i data-lucide="plus"></i>新增财务项目</button></div>
+    <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
-    <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-5xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
   <div class="finance-tabs">
     <button class="finance-tab active" data-tab="info" onclick="switchFinanceTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
-    <button class="finance-tab" data-tab="budget" onclick="switchFinanceTab('budget')"><i data-lucide="calendar" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>月度流水</button>
+    <button class="finance-tab" data-tab="budget" onclick="switchFinanceTab('budget')"><i data-lucide="calendar" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>项目流水</button>
+    <button class="finance-tab" data-tab="exec" onclick="switchFinanceTab('exec')"><i data-lucide="play-circle" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>执行信息</button>
+    <button class="finance-tab" data-tab="tasks" onclick="switchFinanceTab('tasks')"><i data-lucide="list-checks" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>任务管理</button>
+    <button class="finance-tab" data-tab="activity" onclick="switchFinanceTab('activity')"><i data-lucide="message-square" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>活动与跟进</button>
   </div>
-<form onsubmit="createFinance(event)" class="p-8 grid gap-6"><input type="hidden" name="pf_id" id="pf-id-input" value="">
+<form onsubmit="createFinance(event)" class="finance-form" novalidate><input type="hidden" name="pf_id" id="pf-id-input" value="">
+<div class="finance-tab-body">
 <div id="financeTabInfo">
-  <div class="grid grid-cols-2 gap-5">
+  <div class="grid gap-4">
-    <div class="fin-field-group">
+    <div class="grid grid-cols-3 gap-3">
-      <p class="fin-section-label">项目信息</p>
+      <label class="block"><span class="fin-label">部门</span><input type="hidden" name="project_id" value="${state.tenant}"><input class="form-ctrl bg-slate-50 cursor-not-allowed" value="${state.tenant}" disabled></label>
-      <div class="grid gap-4">
+      <label class="block"><span class="fin-label">项目编号</span><input name="project_code" class="form-ctrl" placeholder="如：KP-2026-001"></label>
-        <label class="block"><span class="fin-label">部门</span><input type="hidden" name="project_id" value="${state.tenant}"><input class="form-ctrl bg-slate-50 cursor-not-allowed" value="${state.tenant}" disabled></label>
+      <label class="block"><span class="fin-label">项目名称 <span class="text-red-500">*</span></span><input name="customer_name" required class="form-ctrl" placeholder="请输入项目名称"></label>
-        <label class="block"><span class="fin-label">业务类型</span><select name="business_type" class="form-ctrl bg-white">${fmTypes.map(t => `<option>${t}</option>`).join("")}</select></label>
-        <label class="block"><span class="fin-label">项目名称 <span class="text-red-500">*</span></span><input name="customer_name" required class="form-ctrl" placeholder="请输入项目名称"></label>
-      </div>
     </div>
-    <div class="fin-field-group">
+    <div class="grid grid-cols-3 gap-3">
-      <p class="fin-section-label">合同信息</p>
+      <label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" class="form-ctrl" placeholder="必须大于 0"></label>
-      <div class="grid gap-4">
+      <label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${monthOptions('')}</select></label>
-        <label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" type="number" step="0.01" min="0.01" required class="form-ctrl" placeholder="必须大于 0"></label>
+      <label class="block"><span class="fin-label">项目状态</span><select name="status" class="form-ctrl bg-white"><option>已签约</option><option>流程中</option><option>待签约</option></select></label>
-        <div class="grid grid-cols-2 gap-3">
+    </div>
-          <label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${monthOptions('')}</select></label>
+    <div class="grid grid-cols-3 gap-3">
-          <label class="block"><span class="fin-label">项目状态</span><select name="status" class="form-ctrl bg-white"><option>已签约</option><option>流程中</option><option>待签约</option></select></label>
+      <label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
-        </div>
+      <label class="block"><span class="fin-label">经营负责人 <span class="text-red-500">*</span></span><input name="owner" required class="form-ctrl" placeholder="请输入经营负责人"></label>
-        <div class="grid grid-cols-2 gap-3">
+      <label class="block"><span class="fin-label">业务联系人</span><input name="contact_name" class="form-ctrl" placeholder="请输入业务联系人"></label>
-          <label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
+    </div>
-          <label class="block"><span class="fin-label">经营负责人 <span class="text-red-500">*</span></span><input name="owner" required class="form-ctrl" placeholder="请输入经营负责人"></label>
+    <div class="grid grid-cols-3 gap-3">
-        </div>
+      <label class="block"><span class="fin-label">联系电话</span><input name="contact_phone" class="form-ctrl" placeholder="请输入联系电话"></label>
-      </div>
+      <label class="block"><span class="fin-label">其他</span><input name="other_info" class="form-ctrl" placeholder="备注信息"></label>
+    </div>
+    <div class="block"><span class="fin-label">业务类型</span><div class="flex flex-wrap gap-2 mt-1" id="businessTypeChecks">${fmTypes.map(t => `<label class="inline-flex items-center gap-1 px-2.5 py-1 rounded-full border border-slate-200 cursor-pointer hover:border-blue-300 text-sm bt-chip" onclick="toggleBtChip(this)"><input type="checkbox" name="business_type[]" value="${t}" class="hidden"><span>${t}</span></label>`).join("")}</div></div>
+  </div>
+</div>
+<div id="financeTabExec" class="hidden">
+  <div class="fin-field-group">
+    <p class="fin-section-label">执行信息</p>
+    <div class="grid grid-cols-3 gap-4">
+      <label class="block"><span class="fin-label">开始时间</span><input name="start_date" type="date" class="form-ctrl"></label>
+      <label class="block"><span class="fin-label">结束时间</span><input name="end_date" type="date" class="form-ctrl"></label>
+      <label class="block"><span class="fin-label">项目经理</span><input name="project_manager" class="form-ctrl" placeholder="请输入项目经理"></label>
+      <label class="block"><span class="fin-label">合同服务费标准</span><select name="service_fee_standard" class="form-ctrl bg-white">${Array.from({length:21},(_,i)=>{const v=i+5;return `<option value="${v}" ${v===5?'selected':''}>${v}%</option>`}).join("")}</select></label>
     </div>
   </div>
 </div>
@@ -171,7 +187,37 @@ function renderFinance() {
   </table>
   <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addBudgetRow()"><i data-lucide="plus"></i>添加月份</button>
 </div>
-<div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
+<div id="financeTabTasks" class="hidden">
+  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="taskTable">
+    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">月份</th><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">任务类型</th><th class="p-2.5 text-right font-medium text-slate-500">任务数量</th><th class="p-2.5 text-right font-medium text-slate-500">已执行</th><th class="p-2.5 text-right font-medium text-slate-500">差额</th><th class="p-2.5 text-right font-medium text-slate-500">单价</th><th class="p-2.5 text-right font-medium text-slate-500">执行金额</th><th class="p-2.5 text-right font-medium text-slate-500">未执行金额</th><th class="p-2.5 w-8"></th></tr></thead>
+    <tbody id="taskTbody"></tbody>
+  </table>
+  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addTaskRow()"><i data-lucide="plus"></i>添加任务</button>
+</div>
+<div id="financeTabActivity" class="hidden">
+  <div class="grid gap-2" id="finActivityList"></div>
+  <div class="comment-box mt-3">
+    <div class="squire-toolbar">
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('bold')" title="加粗"><i data-lucide="bold"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('italic')" title="斜体"><i data-lucide="italic"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('underline')" title="下划线"><i data-lucide="underline"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('strikethrough')" title="删除线"><i data-lucide="strikethrough"></i></button>
+      <span class="squire-sep"></span>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeUnorderedList')" title="无序列表"><i data-lucide="list"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeOrderedList')" title="有序列表"><i data-lucide="list-ordered"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('blockquote')" title="引用"><i data-lucide="quote"></i></button>
+      <span class="squire-sep"></span>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('undo')" title="撤销"><i data-lucide="undo"></i></button>
+      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('redo')" title="重做"><i data-lucide="redo"></i></button>
+    </div>
+    <div class="squire-editor" id="squire_finance" placeholder="添加评论"></div>
+    <div class="comment-toolbar">
+      <span class="comment-hint">支持富文本编辑</span>
+      <button class="btn btn-primary btn-sm comment-submit" type="button" onclick="submitFinComment()">评论</button>
+    </div>
+  </div>
+</div>
+</div><div class="flex justify-end gap-3 pt-2 finance-form-actions"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
     ${state.finView === 'monthly' ? (() => {
       const allPfs = pfs.filter(x => x.status === state.finFilter);
       const now = new Date();
@@ -199,9 +245,45 @@ function renderFinance() {
         const costDiff = cost - paid;
         const cashflow = payment - paid;
         sumRev+=rev; sumPay+=payment; sumCost+=cost; sumPaid+=paid;
-        rows.push(`<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td><td class="p-2 text-sm text-center text-slate-500">${esc(pf.business_type)}</td><td class="p-2 text-sm text-center">${pf.status === '已签约' ? badge('已签约') : pf.status === '流程中' ? badge('流程中','blue') : badge('待签约','amber')}</td><td class="p-2 text-center text-blue-700 align-middle">${fmt(rev)}</td><td class="p-2 text-center text-amber-700 align-middle">${fmt(payment)}</td><td class="p-2 text-center align-middle">${fmtDiff(payDiff)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmt(cost)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmt(paid)}</td><td class="p-2 text-center align-middle">${fmtDiff(costDiff)}</td><td class="p-2 text-center font-semibold align-middle ${cashflow >= 0 ? 'text-green-600' : 'text-red-600'}">${cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>'}</td></tr>`);
+        rows.push(`<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td><td class="p-2 text-center text-sm">${pf.status==='已签约'?'<span class="text-green-600">已签约</span>':pf.status==='流程中'?'<span class="text-blue-600">流程中</span>':'<span class="text-amber-600">待签约</span>'}</td><td class="p-2 text-center text-blue-700 align-middle">${fmt(rev)}</td><td class="p-2 text-center text-amber-700 align-middle">${fmt(payment)}</td><td class="p-2 text-center align-middle">${fmtDiff(payDiff)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmt(cost)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmt(paid)}</td><td class="p-2 text-center align-middle">${fmtDiff(costDiff)}</td><td class="p-2 text-center font-semibold align-middle ${cashflow >= 0 ? 'text-green-600' : 'text-red-600'}">${cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>'}</td></tr>`);
       });
-      return card(`<div class="flex items-center justify-between mb-3"><h3 class="font-bold text-slate-700">月度视图 <span class="text-slate-400 font-normal">(${allPfs.length} 项目)</span></h3></div><div class="flex items-center justify-between mb-3"><div class="flex gap-2">${[["已签约","已签约"],["流程中","流程中"],["待签约","待签约"]].map(([k,v]) => `<button class="btn btn-sm ${state.finFilter === k ? 'btn-primary' : 'btn-ghost'}" onclick="state.finFilter='${k}';renderFinance()">${v} (${pfs.filter(x=>x.status===k).length})</button>`).join("")}</div><label class="inline-flex items-center gap-1 text-sm text-slate-500 cursor-pointer relative"><i data-lucide="calendar" style="width:14px;height:14px"></i><select onchange="state.finMonth=this.value;renderFinance()" class="bg-transparent border-0 text-sm text-slate-600 font-medium cursor-pointer pr-5" style="appearance:none;-webkit-appearance:none;-moz-appearance:none;outline:none">${monthOpts}</select><i data-lucide="chevron-down" style="width:14px;height:14px;position:absolute;right:0;top:50%;transform:translateY(-50%);pointer-events:none"></i></label></div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold align-middle">项目名称</th><th class="p-2 text-center font-semibold align-middle">类型</th><th class="p-2 text-center font-semibold align-middle">状态</th><th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th><th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th><th class="p-2 text-center font-semibold align-middle">回款差额</th><th class="p-2 text-center font-semibold align-middle text-rose-600">应付</th><th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th><th class="p-2 text-center font-semibold align-middle">应付差额</th><th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th></tr></thead><tbody>${rows.length ? rows.join("") : '<tr><td colspan="10" class="p-6 text-center text-slate-400">该月份暂无数据</td></tr>'}<tr class="border-t-2 border-slate-200 bg-slate-50 font-bold"><td class="p-2 text-center" colspan="3">合计</td><td class="p-2 text-center text-blue-700 align-middle">${money(sumRev)}</td><td class="p-2 text-center text-amber-700 align-middle">${money(sumPay)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumRev - sumPay)}</td><td class="p-2 text-center text-rose-700 align-middle">${money(sumCost)}</td><td class="p-2 text-center text-purple-700 align-middle">${money(sumPaid)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumCost - sumPaid)}</td><td class="p-2 text-center font-semibold align-middle ${sumPay - sumPaid >= 0 ? 'text-green-600' : 'text-red-600'}">${money(sumPay - sumPaid)}</td></tr></tbody></table></div>`, "p-4");
+      return card(`<div class="flex justify-between items-center mb-3"><div class="flex items-center gap-2">${finHeaderBase}<span class="text-xs text-slate-500">月份：</span><select onchange="state.finMonth=this.value;renderFinance()" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">${monthOpts}</select></div>${finAddBtn}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold align-middle">项目名称</th><th class="p-2 text-center font-semibold align-middle">状态</th><th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th><th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th><th class="p-2 text-center font-semibold align-middle">回款差额</th><th class="p-2 text-center font-semibold align-middle text-rose-600">应付</th><th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th><th class="p-2 text-center font-semibold align-middle">应付差额</th><th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th></tr></thead><tbody>${rows.length ? rows.join("") : '<tr><td colspan="9" class="p-6 text-center text-slate-400">该月份暂无数据</td></tr>'}<tr class="border-t-2 border-slate-200 bg-slate-50 font-bold"><td class="p-2 text-center" colspan="2">合计</td><td class="p-2 text-center text-blue-700 align-middle">${money(sumRev)}</td><td class="p-2 text-center text-amber-700 align-middle">${money(sumPay)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumRev - sumPay)}</td><td class="p-2 text-center text-rose-700 align-middle">${money(sumCost)}</td><td class="p-2 text-center text-purple-700 align-middle">${money(sumPaid)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumCost - sumPaid)}</td><td class="p-2 text-center font-semibold align-middle ${sumPay - sumPaid >= 0 ? 'text-green-600' : 'text-red-600'}">${money(sumPay - sumPaid)}</td></tr></tbody></table></div>`, "p-4");
+    })() : state.finView === 'quarterly' ? (() => {
+      const allPfs = pfs.filter(x => x.status === state.finFilter);
+      const qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
+      const qLabels = ["Q1 (1-3月)", "Q2 (4-6月)", "Q3 (7-9月)", "Q4 (10-12月)"];
+      const now = new Date();
+      if (state.finQuarter === undefined) {
+        const saved = localStorage.getItem("opc-fin-quarter");
+        state.finQuarter = saved !== null ? parseInt(saved) : Math.floor(now.getMonth() / 3);
+      }
+      const selQ = state.finQuarter;
+      const qRange = qRanges[selQ];
+      const quarterOpts = qLabels.map((l, i) => `<option value="${i}" ${i === selQ ? 'selected' : ''}>${l}</option>`).join("");
+      const sumBudget = (pf, field) => {
+        let total = 0;
+        try { JSON.parse(pf.budget_data || "[]").forEach(b => {
+          const m = parseInt((b.month || "").substring(5)) || 0;
+          if (qRange.includes(m)) total += parseFloat(b[field] || 0);
+        }); } catch (e) {}
+        return total;
+      };
+      const fmt = (v) => v ? `<span class="font-medium">${money(v)}</span>` : '<span class="text-slate-300">—</span>';
+      const fmtDiff = (v) => { if (!v) return '<span class="text-slate-300">—</span>'; return `<span class="${v > 0 ? 'text-amber-600 font-medium' : 'text-green-600 font-medium'}">${money(Math.abs(v))}</span>`; };
+      let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0;
+      const rows = [];
+      allPfs.forEach(pf => {
+        const rev = sumBudget(pf, "rev");
+        const payment = sumBudget(pf, "payment");
+        const cost = sumBudget(pf, "cost");
+        const paid = sumBudget(pf, "paid");
+        const payDiff = rev - payment;
+        const costDiff = cost - paid;
+        const cashflow = payment - paid;
+        sumRev += rev; sumPay += payment; sumCost += cost; sumPaid += paid;
+        rows.push(`<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td><td class="p-2 text-center text-sm">${pf.status==='已签约'?'<span class="text-green-600">已签约</span>':pf.status==='流程中'?'<span class="text-blue-600">流程中</span>':'<span class="text-amber-600">待签约</span>'}</td><td class="p-2 text-center text-blue-700 align-middle">${fmt(rev)}</td><td class="p-2 text-center text-amber-700 align-middle">${fmt(payment)}</td><td class="p-2 text-center align-middle">${fmtDiff(payDiff)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmt(cost)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmt(paid)}</td><td class="p-2 text-center align-middle">${fmtDiff(costDiff)}</td><td class="p-2 text-center font-semibold align-middle ${cashflow >= 0 ? 'text-green-600' : 'text-red-600'}">${cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>'}</td></tr>`);
+      });
+      return card(`<div class="flex justify-between items-center mb-3"><div class="flex items-center gap-2">${finHeaderBase}<span class="text-xs text-slate-500">季度：</span><select onchange="state.finQuarter=parseInt(this.value);localStorage.setItem('opc-fin-quarter',this.value);renderFinance()" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">${quarterOpts}</select></div>${finAddBtn}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold align-middle">项目名称</th><th class="p-2 text-center font-semibold align-middle">状态</th><th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th><th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th><th class="p-2 text-center font-semibold align-middle">回款差额</th><th class="p-2 text-center font-semibold align-middle text-rose-600">应付</th><th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th><th class="p-2 text-center font-semibold align-middle">应付差额</th><th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th></tr></thead><tbody>${rows.length ? rows.join("") : '<tr><td colspan="9" class="p-6 text-center text-slate-400">该季度暂无数据</td></tr>'}<tr class="border-t-2 border-slate-200 bg-slate-50 font-bold"><td class="p-2 text-center" colspan="2">合计</td><td class="p-2 text-center text-blue-700 align-middle">${money(sumRev)}</td><td class="p-2 text-center text-amber-700 align-middle">${money(sumPay)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumRev - sumPay)}</td><td class="p-2 text-center text-rose-700 align-middle">${money(sumCost)}</td><td class="p-2 text-center text-purple-700 align-middle">${money(sumPaid)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumCost - sumPaid)}</td>        <td class="p-2 text-center font-semibold align-middle ${sumPay - sumPaid >= 0 ? 'text-green-600' : 'text-red-600'}">${money(sumPay - sumPaid)}</td></tr></tbody></table></div>`, "p-4");
     })() : (() => {
       const calcTotals = (pf) => {
         let budget = []; try { budget = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
@@ -215,7 +297,7 @@ function renderFinance() {
       allPfs.forEach(pf => { const t = calcTotals(pf); sumRev+=t.rev; sumPay+=t.payment; sumCost+=t.cost; sumPaid+=t.paid; });
       const fmt = (v) => v ? `<span class="font-medium">${money(v)}</span>` : '<span class="text-slate-300">—</span>';
       const fmtDiff = (v) => { if (!v) return '<span class="text-slate-300">—</span>'; return `<span class="${v > 0 ? 'text-amber-600 font-medium' : 'text-green-600 font-medium'}">${money(Math.abs(v))}</span>`; };
-      return card(`<div class="flex items-center justify-between mb-3"><h3 class="font-bold text-slate-700">总视图 <span class="text-slate-400 font-normal">(${allPfs.length})</span></h3></div><div class="flex gap-2 mb-3">${[["已签约","已签约"],["流程中","流程中"],["待签约","待签约"]].map(([k,v]) => `<button class="btn btn-sm ${state.finFilter === k ? 'btn-primary' : 'btn-ghost'}" onclick="state.finFilter='${k}';renderFinance()">${v} (${pfs.filter(x=>x.status===k).length})</button>`).join("")}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold align-middle">项目名称</th><th class="p-2 text-center font-semibold align-middle">类型</th><th class="p-2 text-center font-semibold align-middle">状态</th><th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th><th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th><th class="p-2 text-center font-semibold align-middle">回款差额</th><th class="p-2 text-center font-semibold align-middle text-rose-600">应付</th><th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th><th class="p-2 text-center font-semibold align-middle">应付差额</th><th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th></tr></thead><tbody>${allPfs.map(pf => { const t = calcTotals(pf); const payDiff = t.rev - t.payment; const costDiff = t.cost - t.paid; const cashflow = t.payment - t.paid; return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td><td class="p-2 text-sm text-center text-slate-500">${esc(pf.business_type)}</td><td class="p-2 text-sm text-center">${pf.status === '已签约' ? badge('已签约') : pf.status === '流程中' ? badge('流程中','blue') : badge('待签约','amber')}</td><td class="p-2 text-center text-blue-700 align-middle">${fmt(t.rev)}</td><td class="p-2 text-center text-amber-700 align-middle">${fmt(t.payment)}</td><td class="p-2 text-center align-middle">${fmtDiff(payDiff)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmt(t.cost)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmt(t.paid)}</td><td class="p-2 text-center align-middle">${fmtDiff(costDiff)}</td><td class="p-2 text-center font-semibold align-middle ${cashflow >= 0 ? 'text-green-600' : 'text-red-600'}">${cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>'}</td></tr>`; }).join("")}<tr class="border-t-2 border-slate-200 bg-slate-50 font-bold"><td class="p-2 text-center" colspan="3">合计</td><td class="p-2 text-center text-blue-700 align-middle">${money(sumRev)}</td><td class="p-2 text-center text-amber-700 align-middle">${money(sumPay)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumRev - sumPay)}</td><td class="p-2 text-center text-rose-700 align-middle">${money(sumCost)}</td><td class="p-2 text-center text-purple-700 align-middle">${money(sumPaid)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumCost - sumPaid)}</td><td class="p-2 text-center font-semibold align-middle ${sumPay - sumPaid >= 0 ? 'text-green-600' : 'text-red-600'}">${money(sumPay - sumPaid)}</td></tr></tbody></table></div>`, "p-4");
+      return card(`<div class="flex justify-between items-center mb-3"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold align-middle">项目名称</th><th class="p-2 text-center font-semibold align-middle">状态</th><th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th><th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th><th class="p-2 text-center font-semibold align-middle">回款差额</th><th class="p-2 text-center font-semibold align-middle text-rose-600">应付</th><th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th><th class="p-2 text-center font-semibold align-middle">应付差额</th><th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th></tr></thead><tbody>${allPfs.map(pf => { const t = calcTotals(pf); const payDiff = t.rev - t.payment; const costDiff = t.cost - t.paid; const cashflow = t.payment - t.paid; return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center">${esc(pf.customer_name)}</td><td class="p-2 text-center text-sm">${pf.status==='已签约'?'<span class="text-green-600">已签约</span>':pf.status==='流程中'?'<span class="text-blue-600">流程中</span>':'<span class="text-amber-600">待签约</span>'}</td><td class="p-2 text-center text-blue-700 align-middle">${fmt(t.rev)}</td><td class="p-2 text-center text-amber-700 align-middle">${fmt(t.payment)}</td><td class="p-2 text-center align-middle">${fmtDiff(payDiff)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmt(t.cost)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmt(t.paid)}</td><td class="p-2 text-center align-middle">${fmtDiff(costDiff)}</td><td class="p-2 text-center font-semibold align-middle ${cashflow >= 0 ? 'text-green-600' : 'text-red-600'}">${cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>'}</td></tr>`; }).join("")}<tr class="border-t-2 border-slate-200 bg-slate-50 font-bold"><td class="p-2 text-center" colspan="2">合计</td><td class="p-2 text-center text-blue-700 align-middle">${money(sumRev)}</td><td class="p-2 text-center text-amber-700 align-middle">${money(sumPay)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumRev - sumPay)}</td><td class="p-2 text-center text-rose-700 align-middle">${money(sumCost)}</td><td class="p-2 text-center text-purple-700 align-middle">${money(sumPaid)}</td><td class="p-2 text-center align-middle">${fmtDiff(sumCost - sumPaid)}</td><td class="p-2 text-center font-semibold align-middle ${sumPay - sumPaid >= 0 ? 'text-green-600' : 'text-red-600'}">${money(sumPay - sumPaid)}</td></tr></tbody></table></div>`, "p-4");
     })()}
   </div>`;
   if (window.lucide) window.lucide.createIcons();
@@ -230,6 +312,7 @@ window.openFinanceModal = () => {
   const pfIdInput = form.querySelector('[name="pf_id"]');
   if (!pfIdInput || !pfIdInput.value) {
     initBudgetTable(null);
+    initTaskTable(null);
     document.querySelector("#financeDeleteBtn").classList.add("hidden");
   }
   modal.classList.remove("hidden");
@@ -284,6 +367,101 @@ window.initBudgetTable = (budgetData) => {
   setTimeout(() => updateBudgetSummary(), 50);
 };
 
+// ---------- 任务管理 tab ----------
+const TASK_TYPES = ["科普视频", "科普专访", "科普文章", "问卷调研", "病例征集"];
+
+function taskMonthOptions(selected) {
+  const now = new Date();
+  const opts = [];
+  for (let i = -2; i <= 12; i++) {
+    const d = new Date(now.getFullYear(), now.getMonth() + i, 1);
+    const v = d.getFullYear() + "-" + String(d.getMonth() + 1).padStart(2, "0");
+    opts.push(`<option value="${v}" ${v === selected ? 'selected' : ''}>${v}</option>`);
+  }
+  return opts.join("");
+}
+
+window.addTaskRow = (taskMonth = '', taskType = '', taskCount = '', executedCount = '', unitPrice = '') => {
+  const tbody = document.querySelector("#taskTbody");
+  if (!tbody) return;
+  const row = document.createElement("tr");
+  const defaultMonth = (() => { const n = new Date(); return n.getFullYear() + "-" + String(n.getMonth()+1).padStart(2,"0"); })();
+  const isPreset = TASK_TYPES.includes(taskType);
+  const typeCell = isPreset || !taskType
+    ? `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="onTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option ${t === taskType ? 'selected' : ''}>${t}</option>`).join("")}<option value="__custom__" ${!isPreset && taskType ? 'selected' : ''}>自定义...</option></select>`
+    : `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" value="${esc(taskType)}" placeholder="输入自定义类型"><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+  row.innerHTML = `<td><select name="task_month[]" class="form-ctrl form-ctrl-sm w-full">${taskMonthOptions(taskMonth || defaultMonth)}</select></td>
+    <td class="flex items-center">${typeCell}</td>
+    <td><input name="task_count[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${taskCount}" oninput="updateTaskDiff(this)"></td>
+    <td><input name="task_executed[]" type="number" step="1" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:100px" placeholder="0" value="${executedCount}" oninput="updateTaskDiff(this)"></td>
+    <td><input name="task_diff[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:80px" placeholder="—" disabled></td>
+    <td><input name="task_unit_price[]" type="number" step="0.01" min="0" class="form-ctrl form-ctrl-sm text-right" style="width:90px" placeholder="0" value="${unitPrice}" oninput="updateTaskDiff(this)"></td>
+    <td><input name="task_exec_amount[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:140px" placeholder="—" disabled></td>
+    <td><input name="task_unexec_amount[]" type="number" class="form-ctrl form-ctrl-sm text-right" style="width:140px" placeholder="—" disabled></td>
+    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
+  tbody.appendChild(row);
+  if (window.lucide) window.lucide.createIcons();
+  updateRowCalc(row);
+};
+
+window.updateTaskDiff = (el) => {
+  const row = el.closest('tr');
+  if (!row) return;
+  updateRowCalc(row);
+};
+
+function updateRowCalc(row) {
+  const countInput = row.querySelector('[name="task_count[]"]');
+  const execInput = row.querySelector('[name="task_executed[]"]');
+  const priceInput = row.querySelector('[name="task_unit_price[]"]');
+  const diffInput = row.querySelector('[name="task_diff[]"]');
+  const execAmtInput = row.querySelector('[name="task_exec_amount[]"]');
+  const unexecAmtInput = row.querySelector('[name="task_unexec_amount[]"]');
+  const c = parseFloat(countInput.value) || 0;
+  const e = parseFloat(execInput.value) || 0;
+  const p = parseFloat(priceInput.value) || 0;
+  const diff = c - e;
+  // 差额
+  diffInput.value = (!c && !e) ? '' : diff;
+  // 执行金额 = 单价 * 已执行
+  const execAmt = p * e;
+  execAmtInput.value = execAmt ? execAmt.toFixed(2) : '';
+  // 未执行金额 = 单价 * 差额
+  const unexecAmt = p * diff;
+  unexecAmtInput.value = unexecAmt ? unexecAmt.toFixed(2) : '';
+}
+
+window.toggleBtChip = (chip) => {
+  const cb = chip.querySelector('input');
+  cb.checked = !cb.checked;
+  chip.classList.toggle('bg-blue-50', cb.checked);
+  chip.classList.toggle('border-blue-400', cb.checked);
+  chip.classList.toggle('text-blue-600', cb.checked);
+};
+
+window.initTaskTable = (taskData) => {
+  const tbody = document.querySelector("#taskTbody");
+  if (!tbody) return;
+  tbody.innerHTML = "";
+  const rows = taskData || [];
+  rows.forEach(r => addTaskRow(r.task_month || '', r.task_type || '', r.task_count || '', r.task_executed || '', r.unit_price || ''));
+};
+
+window.onTaskTypeChange = (sel) => {
+  if (sel.value !== '__custom__') return;
+  const td = sel.parentElement;
+  const oldVal = sel.value;
+  td.innerHTML = `<input name="task_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="输入自定义类型" autofocus><button type="button" class="btn btn-ghost btn-sm text-slate-400 p-0 w-5 h-5 ml-1" onclick="revertTaskType(this)" title="返回选择"><i data-lucide="rotate-ccw" style="width:12px;height:12px"></i></button>`;
+  if (window.lucide) window.lucide.createIcons();
+  td.querySelector('input').focus();
+};
+
+window.revertTaskType = (btn) => {
+  const td = btn.parentElement;
+  td.innerHTML = `<select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="onTaskTypeChange(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option>${t}</option>`).join("")}<option value="__custom__">自定义...</option></select>`;
+  if (window.lucide) window.lucide.createIcons();
+};
+
 window.closeFinanceModal = () => {
   const modal = document.querySelector("#financeModal");
   modal.classList.add("hidden");
@@ -320,6 +498,63 @@ window.switchFinanceTab = (tab) => {
   document.querySelectorAll(".finance-tab").forEach(b => b.classList.toggle("active", b.dataset.tab === tab));
   document.querySelector("#financeTabInfo").classList.toggle("hidden", tab !== "info");
   document.querySelector("#financeTabBudget").classList.toggle("hidden", tab !== "budget");
+  document.querySelector("#financeTabExec").classList.toggle("hidden", tab !== "exec");
+  document.querySelector("#financeTabTasks").classList.toggle("hidden", tab !== "tasks");
+  document.querySelector("#financeTabActivity").classList.toggle("hidden", tab !== "activity");
+  document.querySelector(".finance-form-actions").classList.toggle("hidden", tab === "activity");
+  if (tab === "activity") initFinSquire();
+};
+
+// ---------- 活动与跟进 ----------
+
+async function loadFinFollowups(pfId) {
+  const list = document.querySelector("#finActivityList");
+  if (!list || !pfId) return;
+  try {
+    const fups = await api(`/api/followups/project_finance/${pfId}`);
+    list.innerHTML = fups.length
+      ? fups.map(f => `<div class="activity-item"><div class="activity-icon"><i data-lucide="message-square"></i></div><div class="min-w-0 flex-1"><div class="flex justify-between gap-3 text-[12px] text-slate-500"><span>${esc(f.follower)} · ${esc(f.follow_up_method)}</span><span>${esc(f.followed_at)}</span></div><div class="mt-1 leading-5 text-slate-800 rich-content" data-html="${encodeURIComponent(f.content || '')}"></div>${f.next_action ? `<p class="mt-1 leading-5 text-blue-700">下一步：${text(f.next_action)}</p>` : ""}</div><button class="activity-delete" type="button" onclick="deleteFinFollowup(event, ${f.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")
+      : '<p class="text-sm text-slate-400 py-4 text-center">暂无跟进记录</p>';
+    if (window.lucide) window.lucide.createIcons();
+    list.querySelectorAll(".rich-content").forEach(el => {
+      const html = el.dataset.html;
+      if (html) el.innerHTML = decodeURIComponent(html);
+    });
+  } catch (e) { /* ignore */ }
+}
+
+function initFinSquire() {
+  const ed = document.querySelector("#squire_finance");
+  if (!ed || !window.Squire) return;
+  if (window.squireInstances["squire_finance"]) { window.squireInstances["squire_finance"].destroy(); }
+  const sq = new Squire(ed, { blockTag: "P" });
+  window.squireInstances["squire_finance"] = sq;
+  ed.addEventListener("focus", () => ed.classList.add("focused"));
+  ed.addEventListener("blur", () => { if (!ed.textContent.trim()) ed.classList.remove("focused"); });
+}
+
+window.submitFinComment = async () => {
+  const pfId = document.querySelector("#pf-id-input").value;
+  if (!pfId) return;
+  const sq = window.squireInstances["squire_finance"];
+  const content = sq ? sq.getHTML().trim() : "";
+  if (!content || content === "<div><br></div>" || content === "<p><br></p>") return;
+  const btn = document.querySelector("#financeTabActivity .comment-submit");
+  btn.disabled = true;
+  btn.textContent = "发送中…";
+  await api(`/api/followups/project_finance/${pfId}`, { method: "POST", body: JSON.stringify({ data: { content } }) });
+  sq.setHTML("");
+  btn.disabled = false;
+  btn.textContent = "评论";
+  await loadFinFollowups(pfId);
+};
+
+window.deleteFinFollowup = async (event, followupId) => {
+  event.stopPropagation();
+  if (!confirm("确认删除这条评论？")) return;
+  await api(`/api/followups/${followupId}`, { method: "DELETE" });
+  const pfId = document.querySelector("#pf-id-input").value;
+  if (pfId) await loadFinFollowups(pfId);
 };
 
 window.openPfEditModal = (pfId) => {
@@ -332,8 +567,20 @@ window.openPfEditModal = (pfId) => {
   form.querySelector('[name="project_id"]').value = pf.project_id || "";
   const deptDisplay = form.querySelector('.bg-slate-50 [disabled]');
   if (deptDisplay) deptDisplay.value = pf.project_id || "";
-  form.querySelector('[name="business_type"]').value = pf.business_type || "";
+  // 回填业务类型多选
+  const btValues = (pf.business_type || "").split(/[,，]/).map(s => s.trim()).filter(Boolean);
+  form.querySelectorAll('[name="business_type[]"]').forEach(cb => {
+    cb.checked = btValues.includes(cb.value);
+    const chip = cb.closest('.bt-chip');
+    if (chip) {
+      chip.classList.toggle('bg-blue-50', cb.checked);
+      chip.classList.toggle('border-blue-400', cb.checked);
+      chip.classList.toggle('text-blue-600', cb.checked);
+    }
+  });
   form.querySelector('[name="customer_name"]').value = pf.customer_name || "";
+  const setVal = (name, val) => { const el = form.querySelector(`[name="${name}"]`); if (el) el.value = val || ""; };
+  setVal("project_code", pf.project_code);
   form.querySelector('[name="sign_amount"]').value = pf.sign_amount || "";
   const signMonthValue = pf.sign_month || "";
   const signMonthEl = form.querySelector('[name="sign_month"]');
@@ -344,10 +591,23 @@ window.openPfEditModal = (pfId) => {
   form.querySelector('[name="status"]').value = pf.status || "待签约";
   form.querySelector('[name="sales_person"]').value = pf.sales_person || "";
   form.querySelector('[name="owner"]').value = pf.owner || "";
+  setVal("start_date", pf.start_date);
+  setVal("end_date", pf.end_date);
+  setVal("task_type", pf.task_type);
+  setVal("task_count", pf.task_count);
+  setVal("service_fee_standard", pf.service_fee_standard || 5);
+  setVal("project_manager", pf.project_manager);
+  setVal("contact_name", pf.contact_name);
+  setVal("contact_phone", pf.contact_phone);
+  setVal("other_info", pf.other_info);
   let budgetData = [];
   try { budgetData = JSON.parse(pf.budget_data || "[]"); } catch (e) { budgetData = []; }
   initBudgetTable(budgetData.length ? budgetData : null);
+  let taskData = [];
+  try { taskData = JSON.parse(pf.task_data || "[]"); } catch (e) { taskData = []; }
+  initTaskTable(taskData.length ? taskData : null);
   setTimeout(() => updateBudgetSummary(), 100);
+  loadFinFollowups(pf.id);
   openFinanceModal();
 };
 
@@ -355,6 +615,9 @@ window.createFinance = async (event) => {
   event.preventDefault();
   const form = event.currentTarget;
   const data = Object.fromEntries(new FormData(form).entries());
+  // 业务类型多选：合并为逗号分隔
+  const btChecked = form.querySelectorAll('[name="business_type[]"]:checked');
+  data.business_type = Array.from(btChecked).map(cb => cb.value).join(",");
   data.tenant = state.tenant;
   // 必填校验
   if (!data.customer_name || !data.customer_name.trim()) { toast("项目名称必填", "error"); return; }
@@ -392,6 +655,29 @@ window.createFinance = async (event) => {
   for (const r of budgetRows) { totalPayment += r.payment; totalCost += r.cost; }
   data.total_payment = totalPayment;
   data.total_cost = totalCost;
+  // 收集任务管理数据
+  const taskTypeInputs = form.querySelectorAll('[name="task_type[]"]');
+  const taskCountInputs = form.querySelectorAll('[name="task_count[]"]');
+  const taskExecInputs = form.querySelectorAll('[name="task_executed[]"]');
+  const taskRows = [];
+  for (let i = 0; i < taskTypeInputs.length; i++) {
+    const tt = taskTypeInputs[i].value.trim();
+    if (!tt) continue;
+    taskRows.push({
+      task_month: form.querySelectorAll('[name="task_month[]"]')[i].value || '',
+      task_type: tt,
+      task_count: parseFloat(taskCountInputs[i].value) || 0,
+      task_executed: parseFloat(taskExecInputs[i].value) || 0,
+      unit_price: parseFloat(form.querySelectorAll('[name="task_unit_price[]"]')[i].value) || 0,
+    });
+  }
+  data.task_data = JSON.stringify(taskRows);
+  // 清除数组命名的字段（FormData 会收集 task_type[] 等），避免后端写入不存在的列
+  delete data.task_type;
+  delete data.task_count;
+  for (const key of Object.keys(data)) {
+    if (key.endsWith('[]')) delete data[key];
+  }
   const pfId = data.pf_id;
   delete data.pf_id;
   try {

static/modules/home.js

@@ -8,28 +8,55 @@ function renderHome() {
     ["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)],
+    ["上季度累计", 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)],
+    ["上季度累计", 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)],
+    ["上季度累计", 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)],
+    ["上季度累计", 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)],
+    ["上季度累计", 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");
+let _cardId = 0;
+const tblCard = (title, rows) => {
+  const id = 'finCard' + (++_cardId);
+  const visible = rows.slice(0, 3);
+  const extra = rows.slice(3);
+  const rowHtml = (r) => r.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("");
+  return card(`<h3 class="text-sm font-bold text-slate-700 mb-3">${title}</h3><table class="w-full text-sm"><tbody>${rowHtml(visible)}</tbody></table><table class="w-full text-sm hidden" id="${id}"><tbody>${rowHtml(extra)}</tbody></table><button class="w-full text-center py-1 text-xs text-slate-400 hover:text-slate-600" onclick="toggleFinCard('${id}')" id="${id}_btn"><i data-lucide="chevron-down" style="width:14px;height:14px;display:inline"></i></button>`, "p-4");
+};
+window.toggleFinCard = (id) => {
+  const t = document.getElementById(id);
+  if (!t) return;
+  t.classList.toggle("hidden");
+  const btn = document.getElementById(id + "_btn");
+  btn.innerHTML = t.classList.contains("hidden")
+    ? '<i data-lucide="chevron-down" style="width:14px;height:14px;display:inline"></i>'
+    : '<i data-lucide="chevron-up" style="width:14px;height:14px;display:inline"></i>';
+  if (window.lucide) window.lucide.createIcons();
+};
   document.querySelector("#home").innerHTML = `
     <div class="grid gap-5">
       ${state.tenant === "总工作台" ? "" : `<div class="grid grid-cols-4 gap-3">

static/modules/utils.js

@@ -9,7 +9,7 @@ const state = {
   selectedProject: null,
   taskQuery: "",
   taskView: localStorage.getItem("opc-task-view") || "detail",
-  finView: localStorage.getItem("opc-fin-view") || "rev",
+  finView: localStorage.getItem("opc-fin-view") || "overview",
   proposalTab: "standard",
   chart: null,
   chart2: null,

static/styles.css

@@ -94,6 +94,33 @@ body {
   border-bottom-color: #1d4ed8;
 }
 
+/* 详情弹窗固定高度，tab 切换不抖动 */
+#financeModal > div {
+  height: 650px;
+  display: flex;
+  flex-direction: column;
+}
+#financeModal .finance-tabs { flex-shrink: 0; }
+#financeModal form {
+  flex: 1;
+  min-height: 0;
+  display: flex;
+  flex-direction: column;
+  overflow: hidden;
+}
+#financeModal .finance-tab-body {
+  flex: 1;
+  min-height: 0;
+  overflow-y: auto;
+  padding: 32px;
+}
+#financeModal .finance-form-actions {
+  flex-shrink: 0;
+  background: #fff;
+  padding: 12px 32px 8px;
+  border-top: 1px solid #f1f5f9;
+}
+
 /* 项目统一卡片布局 */
 .project-board {
   background: #fff;