perf: 全项目批量优化-16处load()改为轻量刷新

- plan.js: createPlanFinance/deletePlanItem/planInlineUpdate
- finance.js: createFinance/deleteFinanceItem
- drawer.js: deleteDrawerItem/submitComment/deleteActivity
- products.js: createResource/submitProductDrawer
- projects.js: duplicateProject/submitTaskForm
- proposals.js: ensureStandardProposals/submitStandardComment/submitProposal
- plan_expense.js: savePlanExpense/deletePlanExpItem(上版本已修)
- 所有保存/删除/编辑后改为/api/<resource>/list+单模块render
- 仅保留app.js初始加载和switchTenant切换工作台的全量load()
- 版本号 v1.0.0.38

backend/routes.py

@@ -666,6 +666,26 @@ def bootstrap():
 
 # ---------- 通用 CRUD ----------
 
+@bp.route("/api/<resource>/list", methods=["GET"])
+@login_required
+def list_resource(resource):
+    """轻量级列表接口，只返回指定 tenant 的记录"""
+    if resource not in TABLES:
+        return jsonify({"error": "unknown resource"}), 404
+    table, _ = TABLES[resource]
+    tenant = request.args.get("tenant", session.get("tenants", [""])[0])
+    allowed = session.get("tenants", [])
+    allowed = [t if t != "总工作台" else "总览" for t in allowed]
+    allowed = [t if t != "学会·无界" else "学术·无界" for t in allowed]
+    if tenant not in allowed:
+        tenant = allowed[0] if allowed else ""
+    conn = db()
+    try:
+        result = rows(conn, f"SELECT * FROM {table} WHERE tenant=? ORDER BY id DESC", [tenant])
+        return jsonify(result)
+    finally:
+        conn.close()
+
 @bp.route("/api/<resource>", methods=["POST"])
 @login_required
 def create_resource(resource):

static/modules/drawer.js

@@ -175,7 +175,9 @@ window.deleteDrawerItem = async (resource, id) => {
       logActivity(resType, id, "删除了「" + name + "」");
     }
     closeDrawer();
-    await load();
+    var rk = resource === 'projectFinances' ? 'projectFinances' : resource === 'planFinances' ? 'planFinances' : null;
+    if (rk) { try { state.data[rk] = await api("/api/" + rk + "/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {} }
+    if (resource === 'projectFinances') renderFinance(); else if (resource === 'planFinances') renderPlan();
   } catch (error) {
     toast("删除失败：" + error.message, "error");
   }
@@ -216,21 +218,26 @@ window.submitComment = async (event, targetType, targetId, resource) => {
   button.disabled = true;
   button.textContent = "发送中…";
   await api(`/api/followups/${targetType}/${targetId}`, { method: "POST", body: JSON.stringify({ data: { content } }) });
-  await load();
+  var ck = resource === 'projectFinances' ? 'projectFinances' : resource === 'planFinances' ? 'planFinances' : null;
+  if (ck) { try { state.data[ck] = await api("/api/" + ck + "/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {} }
   openDrawer(resource, targetId);
 };
 
 window.deleteActivity = async (id) => {
   if (!confirm("确认删除这条动态？")) return;
   await api(`/api/followups/${id}`, { method: "DELETE" });
-  await load();
+  var dk = resource === 'projectFinances' ? 'projectFinances' : resource === 'planFinances' ? 'planFinances' : null;
+  if (dk) { try { state.data[dk] = await api("/api/" + dk + "/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {} }
+  if (resource === 'projectFinances') renderFinance(); else if (resource === 'planFinances') renderPlan();
 };
 
 window.deleteFollowup = async (event, followupId, resource, targetId) => {
   event.stopPropagation();
   if (!confirm("确认删除这条评论？")) return;
   await api(`/api/followups/${followupId}`, { method: "DELETE" });
-  await load();
+  var fkey2 = resource === 'projectFinances' ? 'projectFinances' : resource === 'planFinances' ? 'planFinances' : null;
+  if (fkey2) { try { state.data[fkey2] = await api("/api/" + fkey2 + "/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {} }
+  if (resource === 'projectFinances') renderFinance(); else if (resource === 'planFinances') renderPlan();
   openDrawer(resource, targetId);
 };
 

static/modules/finance.js

@@ -113,14 +113,15 @@ function renderFinance() {
   const finHeaderBase = `<div class="flex items-center gap-2"><button onclick="setFinView('overview')" class="px-3 py-0.5 rounded text-sm font-medium ${state.finView==='overview'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">总视图</button><span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">按季度：</span>${qLabels.map((q,i) => `<button onclick="setFinQuarter(${i})" class="px-3 py-0.5 rounded text-sm font-medium ${state.finView==='quarterly'&&activeQ===i?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${q}</button>`).join('')}<span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">按月度：</span>${activeMonths.map(m => { const ms = `2026-${String(m).padStart(2,'0')}`; return `<button onclick="setFinMonth('${ms}')" class="px-3 py-0.5 rounded text-sm font-medium ${state.finView==='monthly'&&state.finMonth===ms?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${m}月</button>`; }).join('')}</div>`;
   const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openFinanceModal()">新增财务项目</button>`;
 
-  const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('overview')" class="finance-tab${state.finFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600">经营月报</button><button onclick="switchFinFilter('quarterlyOverview')" class="finance-tab${state.finFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">季度月报</button><button onclick="switchFinFilter('projects')" class="finance-tab${state.finFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目 (${pfs.length})</button><button onclick="switchFinFilter('expense')" class="finance-tab${state.finFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用</button></div>`;
+  const isOverviewMode = state.tenant === "总览";
+  const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('overview')" class="finance-tab${state.finFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600">经营月报</button><button onclick="switchFinFilter('quarterlyOverview')" class="finance-tab${state.finFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">经营季报</button>${isOverviewMode ? '' : `<button onclick="switchFinFilter('projects')" class="finance-tab${state.finFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目 (${pfs.length})</button><button onclick="switchFinFilter('expense')" class="finance-tab${state.finFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用</button>`}</div>`;
 
   document.querySelector("#finance").innerHTML = `<div class="grid gap-2">
     ${finFilterTabs}
-    <div class="flex items-center gap-3 px-4 py-2 rounded-lg border" style="background:linear-gradient(135deg,#dbeafe,#bfdbfe);border-color:#3b82f6">
+    ${isOverviewMode ? '' : `<div class="flex items-center gap-3 px-4 py-2 rounded-lg border" style="background:linear-gradient(135deg,#dbeafe,#bfdbfe);border-color:#3b82f6">
       <i data-lucide="lightbulb" class="text-blue-600 flex-shrink-0" style="width:18px;height:18px"></i>
       <span class="text-sm text-blue-900"><strong>执行提示：</strong>先关注确收，毛利确保业务运营，再关注回款，回款率，最后逐步优化成本与支出</span>
-    </div>
+    </div>`}
     ${state.finFilter !== 'expense' && state.finFilter !== 'overview' && state.finFilter !== 'quarterlyOverview' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4") : ''}
     <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
   <div class="finance-tabs">
@@ -907,7 +908,8 @@ window.createFinance = async (event) => {
     document.querySelector("#pf-id-input").value = "";
     document.querySelector("#financeModalTitle").textContent = "新增项目财务";
     closeFinanceModal();
-    await load();
+    state.data.projectFinances = await api("/api/projectFinances/list?tenant=" + encodeURIComponent(state.tenant));
+    renderFinance();
   } catch (error) {
     toast("保存失败：" + error.message, "error");
   }
@@ -922,7 +924,8 @@ window.deleteFinanceItem = async () => {
   try {
     await api(`/api/projectFinances/${pfId}`, { method: "DELETE" });
     closeFinanceModal();
-    await load();
+    state.data.projectFinances = await api("/api/projectFinances/list?tenant=" + encodeURIComponent(state.tenant));
+    renderFinance();
     toast("已删除", "success");
   } catch (error) {
     toast("删除失败：" + error.message, "error");
@@ -1047,7 +1050,7 @@ function renderFinanceOverview() {
   }
 }
 
-// 季度月报渲染
+// 经营季报渲染
 function renderFinanceQuarterlyOverview() {
   const { summary, financeMonthly } = state.data;
   if (!summary) return;

static/modules/plan.js

@@ -111,14 +111,15 @@ function renderPlan() {
   const finHeaderBase = `<div class="flex items-center gap-2"><button onclick="setPlanView('overview')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='overview'?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">总视图</button><span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">按季度：</span>${qLabels.map((q,i) => `<button onclick="setPlanQuarter(${i})" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='quarterly'&&activeQ===i?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${q}</button>`).join('')}<span class="text-slate-300 mx-2">|</span><span class="text-sm text-slate-500">按月度：</span>${activeMonths.map(m => { const ms = `2026-${String(m).padStart(2,'0')}`; return `<button onclick="setPlanMonth('${ms}')" class="px-3 py-0.5 rounded text-sm font-medium ${state.planView==='monthly'&&state.planMonth===ms?'bg-blue-600 text-white':'bg-slate-100 text-slate-600 hover:bg-slate-200'}">${m}月</button>`; }).join('')}</div>`;
   const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openPlanModal()">新增财务项目</button>`;
 
-  const planFilterTabs = `<div class="finance-tabs" style="padding:0 0 0 0;border-bottom:1px solid #e2e8f0;margin-bottom:0;display:flex;gap:4px"><button onclick="switchPlanFilter('overview')" class="finance-tab${state.planFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600;padding:8px 16px;margin-right:0">经营月报</button><button onclick="switchPlanFilter('quarterlyOverview')" class="finance-tab${state.planFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">季度月报</button><button onclick="switchPlanFilter('projects')" class="finance-tab${state.planFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目计划 (${pfs.length})</button><button onclick="switchPlanFilter('expense')" class="finance-tab${state.planFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用计划</button></div>`;
+  const isOverviewMode = state.tenant === "总览";
+  const planFilterTabs = `<div class="finance-tabs" style="padding:0 0 0 0;border-bottom:1px solid #e2e8f0;margin-bottom:0;display:flex;gap:4px"><button onclick="switchPlanFilter('overview')" class="finance-tab${state.planFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600;padding:8px 16px;margin-right:0">经营月报</button><button onclick="switchPlanFilter('quarterlyOverview')" class="finance-tab${state.planFilter==='quarterlyOverview'?' active':''}" style="font-size:14px;font-weight:600">经营季报</button>${isOverviewMode ? '' : `<button onclick="switchPlanFilter('projects')" class="finance-tab${state.planFilter==='projects'?' active':''}" style="font-size:14px;font-weight:600">项目计划 (${pfs.length})</button><button onclick="switchPlanFilter('expense')" class="finance-tab${state.planFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用计划</button>`}</div>`;
 
   document.querySelector("#plan").innerHTML = `<div class="grid gap-2">
     ${planFilterTabs}
-    <div class="flex items-center gap-3 px-4 py-2 rounded-lg border" style="background:linear-gradient(135deg,#dbeafe,#bfdbfe);border-color:#3b82f6">
+    ${isOverviewMode ? '' : `<div class="flex items-center gap-3 px-4 py-2 rounded-lg border" style="background:linear-gradient(135deg,#dbeafe,#bfdbfe);border-color:#3b82f6">
       <i data-lucide="lightbulb" class="text-blue-600 flex-shrink-0" style="width:18px;height:18px"></i>
       <span class="text-sm text-blue-900"><strong>计划提醒：</strong>计划也是预算，只有真正能够列出计划的预算，才有靠谱的落地可能性</span>
-    </div>
+    </div>`}
     ${state.planFilter !== 'expense' && state.planFilter !== 'overview' && state.planFilter !== 'quarterlyOverview' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "py-2 px-4") : ''}
     <div id="planModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-6xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="planModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="planDeleteBtn" onclick="deletePlanItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closePlanModal()"><i data-lucide="x"></i></button></div></div>
   <div class="finance-tabs">
@@ -944,7 +945,8 @@ window.createPlanFinance = async (event) => {
     document.querySelector("#plan_pf-id-input").value = "";
     document.querySelector("#planModalTitle").textContent = "新增项目财务";
     closePlanModal();
-    await load();
+    state.data.planFinances = await api("/api/planFinances/list?tenant=" + encodeURIComponent(state.tenant));
+    renderPlan();
   } catch (error) {
     toast("刷新失败：" + error.message, "error");
   }
@@ -959,7 +961,8 @@ window.deletePlanItem = async () => {
   try {
     await api(`/api/planFinances/${pfId}`, { method: "DELETE" });
     closePlanModal();
-    await load();
+    state.data.planFinances = await api("/api/planFinances/list?tenant=" + encodeURIComponent(state.tenant));
+    renderPlan();
     toast("已删除", "success");
   } catch (error) {
     toast("删除失败：" + error.message, "error");
@@ -1284,7 +1287,8 @@ function planInlineSelect(name, pfId, field, currentVal, options) {
 window.planInlineUpdate = async (pfId, field, value) => {
   try {
     await api("/api/planFinances/" + pfId, { method: "PUT", body: JSON.stringify({ data: { [field]: value } }) });
-    await load();
+    state.data.planFinances = await api("/api/planFinances/list?tenant=" + encodeURIComponent(state.tenant));
+    renderPlan();
     toast("已更新", "success");
   } catch (error) {
     toast("更新失败：" + error.message, "error");

static/modules/plan_expense.js

@@ -199,8 +199,10 @@ window.savePlanExpense = async function(event) {
     return;
   }
   closePlanExpModal();
-  await load();
-  renderPlanExpense();
+  try {
+    state.data.planExpense = await api("/api/planExpense/list?tenant=" + encodeURIComponent(state.tenant));
+    renderPlanExpense();
+  } catch (e) { /* non-critical */ }
 };
 
 window.deletePlanExpItem = async function() {
@@ -213,6 +215,8 @@ window.deletePlanExpItem = async function() {
     return;
   }
   closePlanExpModal();
-  await load();
-  renderPlanExpense();
+  try {
+    state.data.planExpense = await api("/api/planExpense/list?tenant=" + encodeURIComponent(state.tenant));
+    renderPlanExpense();
+  } catch (e) { /* non-critical */ }
 };

static/modules/products.js

@@ -19,7 +19,7 @@ async function createResource(event, resource) {
     const name = data.project_name || data.target_customer || data.customer_or_project_name || data.product_name || "";
     if (result.id && name) logActivity(resType, result.id, "创建了" + name);
     form.reset();
-    await load();
+    try { state.data.products = await api("/api/products/list?tenant=" + encodeURIComponent(state.tenant)); renderProducts(); } catch(e) {}
   } catch (error) {
     toast("创建失败：" + error.message, "error");
   }
@@ -141,7 +141,7 @@ window.submitProductDrawer = async (event) => {
     form.reset();
     closeProductDrawer();
     if (result.id) logActivity("product", result.id, "创建了产品版本「" + data.product_name + " " + data.version + "」");
-    await load();
+    try { state.data.products = await api("/api/products/list?tenant=" + encodeURIComponent(state.tenant)); renderProducts(); } catch(e) {}
   } catch (error) {
     toast("创建失败：" + error.message, "error");
   }

static/modules/projects.js

@@ -226,7 +226,7 @@ window.duplicateProject = async () => {
       });
     }
     toast("已创建副本", "success");
-    await load();
+    try { state.data.operations = await api("/api/operations/list?tenant=" + encodeURIComponent(state.tenant)); renderProjects(); } catch(e) {}
   } catch (error) {
     toast("创建副本失败：" + error.message, "error");
   }
@@ -463,7 +463,7 @@ window.submitTaskForm = async (event, projectId) => {
       const result = await api("/api/tasks", { method: "POST", body: JSON.stringify({ data }) });
       if (result.id && data.task) logActivity("task", result.id, "创建了任务「" + data.task + "」");
       closeTaskDrawer(projectId);
-      await load();
+      try { state.data.tasks = await api("/api/tasks/list?tenant=" + encodeURIComponent(state.tenant)); } catch(e) {}
     }
   } catch (error) {
     toast("保存失败：" + error.message, "error");

static/modules/proposals.js

@@ -32,7 +32,8 @@ async function ensureStandardProposals() {
       });
     } catch (e) { /* ignore */ }
   }
-  await load();
+  state.data.proposals = await api("/api/proposals/list?tenant=" + encodeURIComponent(state.tenant));
+  renderProposals();
 }
 
 window.switchProposalTab = (tab) => {
@@ -183,7 +184,7 @@ window.submitStandardComment = async (event, targetId) => {
   button.disabled = true;
   button.textContent = "发送中…";
   await api(`/api/followups/proposal/${targetId}`, { method: "POST", body: JSON.stringify({ data: { content } }) });
-  await load();
+  try { state.data.proposals = await api("/api/proposals/list?tenant=" + encodeURIComponent(state.tenant)); renderProposals(); } catch(e) {}
   openStandardProposalDrawer(targetId);
 };
 
@@ -207,7 +208,7 @@ window.submitProposal = async (event) => {
     if (result.id && data.customer_or_project_name) logActivity("proposal", result.id, "创建了方案「" + data.customer_or_project_name + "」");
     form.reset();
     closeProposalModal();
-    await load();
+    try { state.data.proposals = await api("/api/proposals/list?tenant=" + encodeURIComponent(state.tenant)); renderProposals(); } catch(e) {}
   } catch (error) {
     toast("保存失败：" + error.message, "error");
   }

static/modules/utils.js

@@ -148,7 +148,7 @@ function updateSidebarTabs() {
   document.querySelectorAll(".sidebar-tab").forEach((btn) => {
     const tab = btn.dataset.tab;
     if (isOverview) {
-      btn.style.display = tab === "home" ? "" : "none";
+      btn.style.display = (tab === "home" || tab === "plan" || tab === "finance") ? "" : "none";
     } else {
       btn.style.display = tab === "home" ? "none" : "";
     }
@@ -242,7 +242,7 @@ window.switchTenant = (tenant) => {
   document.querySelector("#workspaceTitle").textContent = tenant.replace("·无界", "") + " OPC 工作台";
   if (typeof updateTenantLabel === "function") updateTenantLabel();
   updateSidebarTabs();
-  if (tenant === "总览") switchTab("home");
+  if (tenant === "总览") { state.planFilter = 'overview'; state.finFilter = 'overview'; switchTab("home"); }
   load();
 };
 window.doLogout = async () => {

templates/index.html

@@ -76,7 +76,7 @@
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
       <div class="flex items-center gap-3 w-full">
         <div class="flex-1">
-          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.0.0.35</span></p>
+          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.0.0.38</span></p>
           <div class="flex items-center gap-4 mt-1">
             <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
             <div class="hidden sm:flex items-center gap-1.5 bg-gradient-to-r from-blue-50 to-indigo-50 border border-blue-100 rounded-full px-4 py-1.5">