Merge branch 'dev'

rsync 排除了 data/uploads 但没保留 data/ 空目录，
导致 ln -sfn shared/uploads data/uploads 时父目录不存在而失败。
在 ln 之前加 mkdir -p 确保目录存在。

README.md

@@ -53,3 +53,4 @@ curl http://127.0.0.1:5177/api/health
 - 产品：慰心斋产品路线图中的 5 个产品版本
 - 财务：首版财务样例和原财务 manager 合并方向
 
+# test trigger

backend/flask_app.py

@@ -20,7 +20,6 @@ app = Flask(
     static_folder=str(ROOT / "static"),
 )
 app.secret_key = os.environ.get("SECRET_KEY", "opc-dev-secret-2026")
-app.config["TEMPLATES_AUTO_RELOAD"] = True
 app.register_blueprint(bp)
 
 # 模块级执行迁移（保留 gunicorn --preload 行为：导入即触发）

backend/helpers.py

@@ -2,7 +2,6 @@
 # 依赖：db.py；被 routes.py 和 migrations/seed_data.py 调用
 
 import json
-from datetime import date
 from pathlib import Path
 from db import _exec, rows, one
 
@@ -62,14 +61,12 @@ def attach_common(conn, resource, items):
 
 
 def monthly_finance(conn, tenant="科普·无界"):
-    _year = date.today().year
-    months = [f"{_year}-{m:02d}" for m in range(1, 13)]
+    months = [f"2026-{m:02d}" for m in range(1, 13)]
     pfs = rows(conn,
-        "SELECT sign_amount, sign_month, status, budget_data, expense_data FROM project_finances WHERE tenant=? AND status='已签约'",
+        "SELECT sign_amount, sign_month, status, budget_data FROM project_finances WHERE tenant=? AND status='已签约'",
         [tenant])
 
     parsed_budgets = []
-    expense_maps = {}
     for pf in pfs:
         try:
             budget = json.loads(pf.get("budget_data") or "[]")
@@ -82,27 +79,14 @@ def monthly_finance(conn, tenant="科普·无界"):
                 "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))
 
-        # Parse expense_data for cost/paid
-        try:
-            ed = json.loads(pf.get("expense_data") or "[]")
-        except (json.JSONDecodeError, TypeError):
-            ed = []
-        em = {}
-        for e in ed:
-            key = (e.get("month") or "").replace("-", "_")
-            em[key] = {
-                "cost": float(e.get("cost") or 0),
-                "paid": float(e.get("paid") or 0),
-            }
-        expense_maps[pf.get("id", id(pf))] = em
-
     data = []
     for month in months:
         key = month.replace("-", "_")
-        revenue = gross = payment = cost = paid = sign = 0
+        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)
@@ -111,18 +95,11 @@ def monthly_finance(conn, tenant="科普·无界"):
                 revenue += b["rev"]
                 gross += b["gross"]
                 payment += b["payment"]
-            em = expense_maps.get(pf.get("id", id(pf)), {})
-            e = em.get(key)
-            if e:
-                cost += e["cost"]
-                paid += e["paid"]
+                cost += b["cost"]
         data.append({
-            "month": month,
-            "revenue": round(revenue, 2),
-            "gross": round(gross, 2),
-            "payment": round(payment, 2),
-            "cost": round(cost, 2),
-            "paid": round(paid, 2),
-            "sign": round(sign, 2),
+            "month": month, "revenue": revenue,
+            "labor": 0, "expense": 0, "purchase": 0,
+            "gross": gross,
+            "sign": sign, "payment": payment, "cost": cost,
         })
     return data

backend/migrations/__init__.py

@@ -17,8 +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, migrate_fix_service_fee_standard, migrate_fix_expense_status
-    from migrations.data_split import migrate_data_split
+    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()
@@ -27,7 +26,5 @@ def run_migrations():
     migrate_rename_tenant()
     migrate_drop_product_fields()
     migrate_fix_service_fee_standard()
-    migrate_fix_expense_status()
-    migrate_data_split()
     migrate_seed_users()
     migrate_seed_demo_data()

backend/migrations/columns.py

@@ -67,7 +67,7 @@ def migrate_add_columns():
                 _add_column_if_missing(conn, "project_finances", col,
                     f"ALTER TABLE project_finances ADD COLUMN {col} DOUBLE NOT NULL DEFAULT 0")
 
-        # project_finances 总视图字段：已回款 / 成本 / 已付
+        # project_finances 总视图字段：已回款 / 应付 / 已付
         _add_column_if_missing(conn, "project_finances", "total_payment",
             "ALTER TABLE project_finances ADD COLUMN total_payment DOUBLE NOT NULL DEFAULT 0")
         _add_column_if_missing(conn, "project_finances", "total_cost",
@@ -92,25 +92,6 @@ def migrate_add_columns():
             "ALTER TABLE project_finances ADD COLUMN project_manager VARCHAR(100) NOT NULL DEFAULT ''")
         _add_column_if_missing(conn, "project_finances", "task_data",
             "ALTER TABLE project_finances ADD COLUMN task_data TEXT")
-        _add_column_if_missing(conn, "project_finances", "contact_name",
-            "ALTER TABLE project_finances ADD COLUMN contact_name VARCHAR(100) NOT NULL DEFAULT ''")
-        _add_column_if_missing(conn, "project_finances", "contact_phone",
-            "ALTER TABLE project_finances ADD COLUMN contact_phone VARCHAR(50) NOT NULL DEFAULT ''")
-        _add_column_if_missing(conn, "project_finances", "other_info",
-            "ALTER TABLE project_finances ADD COLUMN other_info VARCHAR(500) NOT NULL DEFAULT ''")
-        # expense_records 字段迁移（重构为费用类型+月份+金额+已发生金额+费用说明）
-        _add_column_if_missing(conn, "expense_records", "expense_type",
-            "ALTER TABLE expense_records ADD COLUMN expense_type VARCHAR(100) NOT NULL DEFAULT ''")
-        _add_column_if_missing(conn, "expense_records", "expense_month",
-            "ALTER TABLE expense_records ADD COLUMN expense_month VARCHAR(20) NOT NULL DEFAULT ''")
-        _add_column_if_missing(conn, "expense_records", "incurred_amount",
-            "ALTER TABLE expense_records ADD COLUMN incurred_amount DOUBLE NOT NULL DEFAULT 0")
-        _add_column_if_missing(conn, "expense_records", "status",
-            "ALTER TABLE expense_records ADD COLUMN status VARCHAR(50) NOT NULL DEFAULT '计入费用'")
-
-        # project_finances 费用明细 JSON 数据
-        _add_column_if_missing(conn, "project_finances", "expense_data",
-            "ALTER TABLE project_finances ADD COLUMN expense_data TEXT")
 
         conn.commit()
         print("[migrate] 加列迁移完成")

backend/migrations/data_fixes.py

@@ -92,23 +92,3 @@ def migrate_fix_service_fee_standard():
             print(f"[migrate] project_finances: {affected} 条记录 service_fee_standard 修正为 5")
     finally:
         conn.close()
-
-
-def migrate_fix_expense_status():
-    """修正 expense_records 中空的 status 为默认值「计入费用」"""
-    from db import db
-
-    conn = db()
-    try:
-        cur = conn.cursor()
-        cur.execute(
-            "UPDATE expense_records SET status='计入费用' "
-            "WHERE status IS NULL OR status='' OR status='待审批'"
-        )
-        affected = cur.rowcount
-        cur.close()
-        if affected:
-            conn.commit()
-            print(f"[migrate] expense_records: {affected} 条记录 status 修正为 '计入费用'")
-    finally:
-        conn.close()

backend/migrations/data_split.py

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

backend/migrations/seed_data.py

@@ -1,285 +1,127 @@
-# seed_data.py — 丰富示例数据填充（仅在空库时执行一次）
-# 为每个工作台生成 > 1 亿的总规模，覆盖万/十万/百万/千万量级
-
-import json
-import random
-random.seed(42)
+# 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 db import db, _exec, one
-
-TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
-
-# 每个工作台的差异化客户和项目模板
-TENANT_CUSTOMERS = {
-    "科普·无界": [
-        ("信达生物", ["肿瘤免疫科普年度框架", "信迪利单抗医生教育", "CSCO卫星会项目", "患者随访管理系统"]),
-        ("百利天恒", ["BL-B01D1上市前教育", "双抗药物科普专区", "数字人患教视频"]),
-        ("齐鲁制药", ["多产品线医生教育", "安可达学术推广", "基层医疗科普巡讲"]),
-        ("天广实生物", ["血液肿瘤科普项目", "CD20单抗学术推广"]),
-        ("复星医药", ["复宏汉霖学术年会", "CAR-T患者教育"]),
-    ],
-    "科研·无界": [
-        ("北京协和医院", ["临床研究数据采集系统", "罕见病队列研究", "AI辅助诊断验证"]),
-        ("中国人民解放军总医院", ["战场创伤数据平台", "远程会诊系统"]),
-        ("复旦大学附属华山医院", ["脑卒中AI预警系统", "神经内科临床研究"]),
-        ("中山大学肿瘤防治中心", ["鼻咽癌早筛项目", "真实世界研究平台"]),
-        ("四川大学华西医院", ["精准医学大数据平台", "基层科研能力提升"]),
-    ],
-    "医患·无界": [
-        ("平安好医生", ["在线问诊科普内容", "慢病管理专区", "随访SOP标准化"]),
-        ("微医集团", ["互联网医院患教系统", "云药房科普推送"]),
-        ("丁香园", ["医生社区运营升级", "用药助手科普专区"]),
-        ("圆心科技", ["药房患者教育", "DTP药房随访管理", "罕见病用药指导"]),
-        ("国药控股", ["国药患者管理平台", "肿瘤药房随访系统"]),
-    ],
-    "MCN·无界": [
-        ("抖音健康", ["医学IP孵化矩阵", "短视频科普内容制作", "健康直播运营"]),
-        ("快手健康", ["医生个人IP打造", "快手健康科普专区"]),
-        ("小红书医美", ["皮肤健康科普矩阵", "医美科普合规审核"]),
-        ("B站知识区", ["深度科普纪录片", "医学动画制作"]),
-        ("微信视频号", ["医生科普直播运营", "企业微信科普推送"]),
-    ],
-    "学会·无界": [
-        ("中华医学会", ["学术年会数字化平台", "继续教育学分系统", "基层医生培训"]),
-        ("中国医师协会", ["医师定考管理系统", "专科医师培训平台"]),
-        ("中国抗癌协会", ["肿瘤科普万里行", "CACA指南推广"]),
-        ("中国药学会", ["合理用药科普平台", "药师继续教育"]),
-        ("中华护理学会", ["护理科研能力提升", "专科护士培训系统"]),
-    ],
-}
-
-# 签约金额模板：每个工作台的千万/百万/十万/万级别项目的签约金额
-def generate_sign_amounts():
-    amounts = []
-    # 千万级：2个（4000-7000万）
-    amounts.append(random.randint(4500, 7000) * 10000)
-    amounts.append(random.randint(4000, 6500) * 10000)
-    # 百万级：4个（400-980万）
-    for _ in range(4):
-        amounts.append(random.randint(400, 980) * 10000)
-    # 十万级：4个（30-98万）
-    for _ in range(4):
-        amounts.append(random.randint(30, 98) * 10000)
-    # 万级：3个（3-10万）
-    for _ in range(3):
-        amounts.append(random.randint(3, 10) * 10000)
-    return sorted(amounts, reverse=True)
-
-
-# 生成 budget_data JSON（每月确收/毛利/回款）
-def make_budget_data(sign_amount, signed_month, status):
-    """生成12个月的预算数据"""
-    months = []
-    start_m = int(signed_month.split("-")[1]) if signed_month else 1
-    rev_total = sign_amount if status == "已签约" else int(sign_amount * random.uniform(0.3, 0.7))
-    gross_rate = random.uniform(0.25, 0.55)
-    payment_rate = random.uniform(0.7, 0.95)
-
-    for i in range(12):
-        m = (start_m + i - 1) % 12 + 1
-        yr = 2026 + (start_m + i - 1) // 12
-        month_key = f"{yr}-{m:02d}"
-
-        # 越往后确收越多
-        progress = min(1.0, (i + 1) / max(1, random.randint(3, 8)))
-        rev = round(rev_total * progress * random.uniform(0.85, 1.15))
-        gross = round(rev * gross_rate * random.uniform(0.9, 1.1))
-        payment = round(rev * payment_rate * random.uniform(0.85, 1.15))
-        cost = round(rev * random.uniform(0.3, 0.5))
-        paid = round(cost * random.uniform(0.8, 1.0))
-
-        months.append({
-            "month": month_key,
-            "rev": rev,
-            "gross": gross,
-            "payment": payment,
-            "cost": cost,
-            "paid": paid,
-        })
-    return json.dumps(months)
-
-
-# 生成 expense_data（平台费用）
-def make_expense_data():
-    """生成若干条费用记录"""
-    items = []
-    expense_types = ["平台采购", "人力成本", "研发费用", "通用费用", "奖金"]
-    for q in range(1, 7):
-        for et in random.sample(expense_types, random.randint(2, 4)):
-            month_str = f"2026-{q:02d}"
-            amount = random.randint(5000, 150000)
-            incurred = int(amount * random.uniform(0.6, 1.0))
-            items.append({"month": month_str, "expense_type": et, "amount": amount, "incurred": incurred})
-    return json.dumps(items)
+from pathlib import Path
+from db import db, _exec, one, WEIXIN_BASE
+from helpers import add_file_index
 
 
 def seed_db():
-    """填充丰富示例数据"""
+    """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
+            return  # 已有数据，跳过
 
-        today = date.today().isoformat()
-        pf_ids = {}  # tenant -> [project_finance_ids]
-
-        for tenant in TENANTS:
-            customers = TENANT_CUSTOMERS[tenant]
-            amounts = generate_sign_amounts()
-            cust_idx = 0
-
-            for i, sign_amount in enumerate(amounts):
-                cust_name, projects = customers[cust_idx % len(customers)]
-                proj_name = projects[i % len(projects)] if i < len(projects) else f"{cust_name} 项目{i+1}"
-                cust_idx += i % 3
-
-                # 70% 已签约, 30% 待签约
-                status = "已签约" if random.random() < 0.7 else "待签约"
-                sign_month = f"2026-{random.randint(1, 6):02d}" if status == "已签约" else ""
-                project_code = f"{tenant[:2]}-2026-{i+1:03d}"
-                business_type = random.choice(["学术推广", "医生教育", "患者管理", "科研合作", "科普内容"])
-
-                # 如果签约，总额 = 签约额；否则为0
-                total_rev = int(sign_amount * random.uniform(0.8, 1.0)) if status == "已签约" else 0
-                total_gross = int(total_rev * random.uniform(0.25, 0.5)) if status == "已签约" else 0
-                total_payment = int(total_rev * random.uniform(0.7, 0.9)) if status == "已签约" else 0
-                total_cost = int(total_rev * random.uniform(0.3, 0.5)) if status == "已签约" else 0
-                total_paid = int(total_cost * random.uniform(0.7, 0.95)) if status == "已签约" else 0
-
-                budget_data = make_budget_data(sign_amount, sign_month, status)
-                expense_data = make_expense_data() if status == "已签约" else "[]"
-                task_data = json.dumps([
-                    {"task": f"{proj_name} 项目启动", "due": f"2026-{min(12, 1+i//2):02d}-01", "status": "已完成" if i < 8 else "进行中"},
-                    {"task": f"方案评审与确认", "due": f"2026-{min(12, 2+i//2):02d}-15", "status": "已完成" if i < 6 else "进行中"},
-                    {"task": f"内容生产阶段", "due": f"2026-{min(12, 3+i//2):02d}-30", "status": "进行中"},
-                ])
-
-                cur = _exec(conn, """
-                    INSERT INTO project_finances
-                    (tenant, project_id, business_type, customer_name, sign_amount, sign_month, status,
-                     sales_person, total_rev, total_gross, total_payment, total_cost, total_paid,
-                     budget_data, expense_data, task_data,
-                     project_code, start_date, end_date, task_type, task_count,
-                     service_fee_standard, project_manager, contact_name, contact_phone, other_info,
-                     created_at, updated_at)
-                    VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
-                """, (
-                    tenant, f"PF-{tenant[:2]}-{i+1:04d}", business_type, cust_name,
-                    sign_amount, sign_month, status,
-                    f"销售{random.choice(['A','B','C','D'])}", total_rev, total_gross,
-                    total_payment, total_cost, total_paid,
-                    budget_data, expense_data, task_data,
-                    project_code, f"2026-{random.randint(1,3):02d}-01", f"2026-{random.randint(9,12):02d}-30",
-                    random.choice(["内容生产", "视频制作", "专家访谈", "学术会议", "患者教育"]),
-                    random.randint(10, 100), random.choice([800, 1000, 1200, 1500, 2000]),
-                    f"经理{random.choice(['A','B','C'])}", f"联系人{random.randint(1,20)}",
-                    f"1380000{random.randint(1000,9999)}", f"备注信息 {i+1}",
-                    today, today,
-                ))
-                # Store for later use
-                pf_ids.setdefault(tenant, []).append((cur.lastrowid, proj_name, cust_name, status))
-
-            # operation_projects: 每个工作台 3-5 个
-            op_count = random.randint(3, 5)
-            for j in range(op_count):
-                pf_row = random.choice(pf_ids[tenant])
-                cur2 = _exec(conn, """
-                    INSERT INTO operation_projects
-                    (tenant, project_name, project_version, project_type, project_status,
-                     current_stage, owner, start_date, end_date, target_customer, customer_need,
-                     expected_contract_amount, expected_sign_date, sign_probability, next_action,
-                     sop_stage, execution_progress, current_deliverable, notes)
-                    VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
-                """, (
-                    tenant, f"{pf_row[1]} 运营方案", "v1.0",
-                    "execution" if random.random() < 0.6 else "opportunity",
-                    "SOP 执行中" if random.random() < 0.6 else "方案已提交",
-                    random.choice(["商务推进", "内容生产", "渠道分发"]),
-                    f"OPC{random.randint(1,5)}", "2026-06-01", "2026-12-31",
-                    pf_row[2], "科普内容项目执行与管理",
-                    pf_row[0] if pf_row[3] == "已签约" else random.randint(50, 300) * 10000,
-                    "2026-06", 70 + random.randint(0, 30),
-                    "补齐版本要求文件并更新下一节点",
-                    "SOP 执行", random.randint(30, 80), "当前交付物 v1.0",
-                    "运营备注",
-                ))
-                _exec(conn, """
-                    INSERT INTO follow_up_records
-                    (target_type, target_id, followed_at, content, next_action, follower)
-                    VALUES (?,?,?,?,?,?)
-                """, (
-                    "operation", cur2.lastrowid, today,
-                    f"运营项目跟进：{pf_row[1]}，当前进度正常", "继续推进下一里程碑",
-                    f"销售{random.choice(['A','B'])}",
-                ))
-
-            # expense_records: 每个工作台 15-20 条
-            expense_count = random.randint(15, 20)
-            expense_types = ["通用费用", "平台采购", "人力成本", "研发费用", "奖金", "其他"]
-            for j in range(expense_count):
-                et = random.choice(expense_types)
-                month_str = f"2026-{random.randint(1, 6):02d}"
-                amount = random.randint(5000, 500000)
-                incurred = int(amount * random.uniform(0.5, 1.0))
-                _exec(conn, """
-                    INSERT INTO expense_records
-                    (tenant, expense_type, expense_month, amount, incurred_amount, notes, status)
-                    VALUES (?,?,?,?,?,?,?)
-                """, (
-                    tenant, et, month_str, amount, incurred,
-                    f"{et} - {random.choice(['季度预算', '紧急支出', '常规费用', '项目费用'])}",
-                    "计入费用",
-                ))
-
-            print(f"[seed] {tenant}: {len(amounts)} 项目, {op_count} 运营项目, {expense_count} 费用记录")
-
-        conn.commit()  # 提交所有工作台的核心数据
-
-        # 全域数据：sales_leads 对所有 tenant 可见
-        global_sales = [
-            ("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架"),
-            ("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育"),
-            ("信达生物", "P0", "已签约", "现有科普项目升级/续约"),
-            ("三生制药", "P1", "待跟进", "多科室医生教育+患者科普"),
-            ("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会"),
+        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 global_sales:
+        for customer, priority, status, note in sales:
             cur = _exec(conn,
-                "INSERT INTO sales_leads (target_customer, priority, status, created_at) VALUES (?,?,?,?)",
-                (customer, priority, status, today),
+                "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,follower) VALUES (?,?,?,?,?,?)",
-                ("sales", cur.lastrowid, today, note, "明确下一次沟通", "销售A"),
+                "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"),
             )
 
-        # 全域 business_proposals
         cur = _exec(conn,
-            "INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date, tenant) VALUES (?,?,?,?,?,?)",
-            ("信达生物", "v1.5", "信达科普项目续约与报价方案", "已提交客户", "2026-05-28", "科普·无界"),
+            "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)
 
-        # 全域 product_versions
-        products = [
-            ("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "2026-Q3", "规划中", "P1"),
-            ("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "2026-Q3", "设计中", "P0"),
-            ("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "2026-Q3", "规划中", "P2"),
-            ("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "2026-Q3", "规划中", "P2"),
-            ("渠道分发引擎", "v1.0", "六渠道统一分发", "2027-Q1", "规划中", "P1"),
+        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"),
         ]
-        for p in products:
+        op_dir = WEIXIN_BASE / "3、运营方案"
+        for name, version, kind, status, stage, progress, note in projects:
             cur = _exec(conn,
-                "INSERT INTO product_versions (product_name,version,version_goal,launch_date,status,priority,tenant) VALUES (?,?,?,?,?,?,?)",
-                (*p, "科普·无界"),
+                """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,follower) VALUES (?,?,?,?,?,?)",
-                ("product", cur.lastrowid, today, f"{p[0]} {p[1]}：{p[2]}", "按路线图推进", "产品经理"),
+                "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()
-        print("[seed] 丰富示例数据已填充")
     finally:
         conn.close()

backend/migrations/tables.py

@@ -146,17 +146,6 @@ def migrate_create_tables():
   budget_data TEXT,
   created_at VARCHAR(30) NOT NULL DEFAULT '',
   updated_at VARCHAR(30) NOT NULL DEFAULT ''
-)""",
-            """CREATE TABLE IF NOT EXISTS expense_records (
-  id INT AUTO_INCREMENT PRIMARY KEY,
-  tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界',
-  expense_type VARCHAR(100) NOT NULL DEFAULT '',
-  expense_month VARCHAR(20) NOT NULL DEFAULT '',
-  amount DOUBLE NOT NULL DEFAULT 0,
-  incurred_amount DOUBLE NOT NULL DEFAULT 0,
-  notes VARCHAR(1000) NOT NULL DEFAULT '',
-  created_at VARCHAR(30) NOT NULL DEFAULT '',
-  updated_at VARCHAR(30) NOT NULL DEFAULT ''
 )""",
         ]
 

backend/routes.py

@@ -23,8 +23,7 @@ TABLES = {
     "products": ("product_versions", ["product_name", "version", "version_goal", "priority", "start_date", "plan_date", "dev_done_date", "test_date", "launch_date", "status", "notes", "tenant"]),
     "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
     "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "priority", "tenant"]),
-    "projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "owner", "total_rev", "total_gross", "total_payment", "total_cost", "total_paid", "budget_data", "expense_data", "start_date", "end_date", "task_type", "task_count", "service_fee_standard", "project_manager", "task_data", "project_code", "contact_name", "contact_phone", "other_info"]),
-    "expense": ("expense_records", ["expense_type", "expense_month", "amount", "incurred_amount", "notes", "status", "tenant"]),
+    "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"]),
 }
 
 # ---------- 鉴权装饰器 ----------
@@ -228,7 +227,6 @@ def index():
 def bootstrap():
     if "user_id" not in session:
         return jsonify({"error": "未登录"}), 401
-    _year = date.today().year
     tenant = request.args.get("tenant", session.get("tenants", ["科普·无界"])[0])
     allowed = session.get("tenants", [])
     if "总工作台" not in allowed:
@@ -248,7 +246,6 @@ def bootstrap():
                 t_ops = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects WHERE tenant=? ORDER BY id ASC", [t]))
                 t_sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", [t]))
                 t_products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", [t]))
-                t_expense = rows(conn, "SELECT * FROM expense_records WHERE tenant=?", [t])
                 t_proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", [t]))
                 t_signed_pfs = [x for x in t_pfs if x["status"] == "已签约"]
                 def t_parse_budget(pf):
@@ -263,38 +260,14 @@ def bootstrap():
                     for pf in t_pfs:
                         bm = t_bm.get(pf["id"], {})
                         for m in months_range:
-                            b = bm.get(f"{_year}_{m:02d}")
+                            b = bm.get(f"2026_{m:02d}")
                             if b:
                                 total += float(b.get(field) or 0)
                     return total
-
-                def t_parse_expense(pf):
-                    try:
-                        ed = json.loads(pf.get("expense_data") or "[]")
-                    except (json.JSONDecodeError, TypeError):
-                        ed = []
-                    return {(e.get("month") or "").replace("-", "_"): e for e in ed}
-
-                t_em = {pf["id"]: t_parse_expense(pf) for pf in t_pfs}
-
-                def t_sum_expense(field, months_range):
-                    total = 0
-                    for pf in t_pfs:
-                        em = t_em.get(pf["id"], {})
-                        for m in months_range:
-                            e = em.get(f"{_year}_{m:02d}")
-                            if e:
-                                total += float(e.get(field) or 0)
-                    return total
-
                 _now_month = date.today().month
                 _q_start = ((_now_month - 1) // 3) * 3 + 1
                 _q_range = range(_q_start, _q_start + 3)
-                _q_months = [f"{_year}-{m:02d}" for m in _q_range]
-                _prev_q_start = ((_now_month - 4) // 3) * 3 + 1
-                _prev_q_range = range(max(_prev_q_start, 1), _prev_q_start + 3)
-                _prev_q_months = [f"{_year}-{m:02d}" for m in _prev_q_range]
-                _prev_month = _now_month - 1 if _now_month > 1 else None
+                _q_months = [f"2026-{m:02d}" for m in _q_range]
                 all_metrics.append({
                     "total_projects": len(t_signed_pfs),
                     "total_proposals": len(t_ops),
@@ -303,97 +276,29 @@ def bootstrap():
                     "signed_amount": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
                     "signed_annual": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约"),
                     "signed_q2": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months),
-                    "signed_month": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"{_year}-{_now_month:02d}"),
-                    "signed_prev_q": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _prev_q_months),
-                    "signed_prev_month": sum(x["sign_amount"] or 0 for x in t_pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"{_year}-{_prev_month:02d}") if _prev_month else 0,
+                    "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}"),
                     "revenue_annual": t_sum_budget("rev", range(1, 13)),
                     "revenue_q2": t_sum_budget("rev", _q_range),
                     "monthly_revenue": t_sum_budget("rev", [_now_month]),
-                    "revenue_prev_q": t_sum_budget("rev", _prev_q_range),
-                    "revenue_prev_month": t_sum_budget("rev", [_prev_month]) if _prev_month else 0,
                     "gross_annual": t_sum_budget("gross", range(1, 13)),
                     "gross_q2": t_sum_budget("gross", _q_range),
                     "monthly_net_profit": t_sum_budget("gross", [_now_month]),
-                    "gross_prev_q": t_sum_budget("gross", _prev_q_range),
-                    "gross_prev_month": t_sum_budget("gross", [_prev_month]) if _prev_month else 0,
                     "payment_annual": t_sum_budget("payment", range(1, 13)),
                     "payment_q2": t_sum_budget("payment", _q_range),
                     "payment_month": t_sum_budget("payment", [_now_month]),
-                    "payment_prev_q": t_sum_budget("payment", _prev_q_range),
-                    "payment_prev_month": t_sum_budget("payment", [_prev_month]) if _prev_month else 0,
-                    "cost_annual": t_sum_expense("cost", range(1, 13)),
-                    "cost_q2": t_sum_expense("cost", _q_range),
-                    "cost_month": t_sum_expense("cost", [_now_month]),
-                    "cost_prev_q": t_sum_expense("cost", _prev_q_range),
-                    "cost_prev_month": t_sum_expense("cost", [_prev_month]) if _prev_month else 0,
+                    "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]),
                 })
-                # 费用汇总（从 expense_records 表计算）
-                def t_expense_sum(m_range):
-                    total = 0
-                    for r in t_expense:
-                        if (r.get("status") or "") == "暂不计入": continue
-                        m = (r.get("expense_month") or "").strip()
-                        if not m or "-" not in m: continue
-                        try:
-                            if int(m.split("-")[1]) in m_range:
-                                total += float(r.get("amount") or 0)
-                        except: pass
-                    return total
-                all_metrics[-1]["expense_annual"] = t_expense_sum(range(1, 13))
-                all_metrics[-1]["expense_q2"] = t_expense_sum(_q_range)
-                all_metrics[-1]["expense_month"] = t_expense_sum([_now_month])
-                all_metrics[-1]["expense_prev_q"] = t_expense_sum(_prev_q_range)
-                all_metrics[-1]["expense_prev_month"] = t_expense_sum([_prev_month]) if _prev_month else 0
-                all_metrics[-1]["paid_annual"] = t_sum_expense("paid", range(1, 13))
-                all_metrics[-1]["paid_q2"] = t_sum_expense("paid", _q_range)
-                all_metrics[-1]["paid_month"] = t_sum_expense("paid", [_now_month])
-                all_metrics[-1]["paid_prev_q"] = t_sum_expense("paid", _prev_q_range)
-                all_metrics[-1]["paid_prev_month"] = t_sum_expense("paid", [_prev_month]) if _prev_month else 0
-                all_metrics[-1]["proj_expense_annual"] = t_sum_budget("expense", range(1, 13))
-                all_metrics[-1]["proj_expense_q2"] = t_sum_budget("expense", _q_range)
-                all_metrics[-1]["proj_expense_month"] = t_sum_budget("expense", [_now_month])
-                all_metrics[-1]["proj_expense_prev_q"] = t_sum_budget("expense", _prev_q_range)
-                all_metrics[-1]["proj_expense_prev_month"] = t_sum_budget("expense", [_prev_month]) if _prev_month else 0
-                all_metrics[-1]["cashflow_annual"] = all_metrics[-1]["payment_annual"] - all_metrics[-1]["paid_annual"]
-                all_metrics[-1]["cashflow_q2"] = all_metrics[-1]["payment_q2"] - all_metrics[-1]["paid_q2"]
-                all_metrics[-1]["cashflow_month"] = all_metrics[-1]["payment_month"] - all_metrics[-1]["paid_month"]
-                all_metrics[-1]["cashflow_prev_q"] = all_metrics[-1]["payment_prev_q"] - all_metrics[-1]["paid_prev_q"]
-                all_metrics[-1]["cashflow_prev_month"] = all_metrics[-1]["payment_prev_month"] - all_metrics[-1]["paid_prev_month"]
-                def t_expense_paid_sum(m_range):
-                    total = 0
-                    for r in t_expense:
-                        if (r.get("status") or "") == "暂不计入": continue
-                        m = (r.get("expense_month") or "").strip()
-                        if not m or "-" not in m: continue
-                        try:
-                            if int(m.split("-")[1]) in m_range:
-                                total += float(r.get("incurred_amount") or 0)
-                        except: pass
-                    return total
-                all_metrics[-1]["expense_paid_annual"] = t_expense_paid_sum(range(1, 13))
-                all_metrics[-1]["expense_paid_q2"] = t_expense_paid_sum(_q_range)
-                all_metrics[-1]["expense_paid_month"] = t_expense_paid_sum([_now_month])
-                all_metrics[-1]["expense_paid_prev_q"] = t_expense_paid_sum(_prev_q_range)
-                all_metrics[-1]["expense_paid_prev_month"] = t_expense_paid_sum([_prev_month]) if _prev_month else 0
-                all_metrics[-1]["dept_cf_annual"] = all_metrics[-1]["cashflow_annual"] - all_metrics[-1]["expense_paid_annual"]
-                all_metrics[-1]["dept_cf_q2"] = all_metrics[-1]["cashflow_q2"] - all_metrics[-1]["expense_paid_q2"]
-                all_metrics[-1]["dept_cf_month"] = all_metrics[-1]["cashflow_month"] - all_metrics[-1]["expense_paid_month"]
-                all_metrics[-1]["dept_cf_prev_q"] = all_metrics[-1]["cashflow_prev_q"] - all_metrics[-1]["expense_paid_prev_q"]
-                all_metrics[-1]["dept_cf_prev_month"] = all_metrics[-1]["cashflow_prev_month"] - all_metrics[-1]["expense_paid_prev_month"]
-                all_metrics[-1]["profit_annual"] = all_metrics[-1]["gross_annual"] - all_metrics[-1]["proj_expense_annual"]
-                all_metrics[-1]["profit_q2"] = all_metrics[-1]["gross_q2"] - all_metrics[-1]["proj_expense_q2"]
-                all_metrics[-1]["profit_month"] = all_metrics[-1]["monthly_net_profit"] - all_metrics[-1]["proj_expense_month"]
-                all_metrics[-1]["profit_prev_q"] = all_metrics[-1]["gross_prev_q"] - all_metrics[-1]["proj_expense_prev_q"]
-                all_metrics[-1]["profit_prev_month"] = all_metrics[-1]["gross_prev_month"] - all_metrics[-1]["proj_expense_prev_month"]
                 all_monthly.append(monthly_finance(conn, t))
                 all_recent.extend(rows(conn, "SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 4", [t]))
             agg = {}
-            for key in ["total_projects","total_proposals","total_products","upcoming_products","signed_amount","signed_annual","signed_q2","signed_month","signed_prev_q","signed_prev_month","revenue_annual","revenue_q2","monthly_revenue","revenue_prev_q","revenue_prev_month","gross_annual","gross_q2","monthly_net_profit","gross_prev_q","gross_prev_month","payment_annual","payment_q2","payment_month","payment_prev_q","payment_prev_month","cost_annual","cost_q2","cost_month","cost_prev_q","cost_prev_month","expense_annual","expense_q2","expense_month","expense_prev_q","expense_prev_month","paid_annual","paid_q2","paid_month","paid_prev_q","paid_prev_month","cashflow_annual","cashflow_q2","cashflow_month","cashflow_prev_q","cashflow_prev_month","expense_paid_annual","expense_paid_q2","expense_paid_month","expense_paid_prev_q","expense_paid_prev_month","dept_cf_annual","dept_cf_q2","dept_cf_month","dept_cf_prev_q","dept_cf_prev_month","profit_annual","profit_q2","profit_month","profit_prev_q","profit_prev_month","proj_expense_annual","proj_expense_q2","proj_expense_month","proj_expense_prev_q","proj_expense_prev_month"]:
+            for key in ["total_projects","total_proposals","total_products","upcoming_products","signed_amount","signed_annual","signed_q2","signed_month","revenue_annual","revenue_q2","monthly_revenue","gross_annual","gross_q2","monthly_net_profit","payment_annual","payment_q2","payment_month","cost_annual","cost_q2","cost_month"]:
                 agg[key] = sum(m.get(key, 0) for m in all_metrics)
             merged_monthly = []
             for i in range(12):
-                m = {"month": all_monthly[0][i]["month"] if all_monthly and len(all_monthly[0]) > i else f"{_year}-{i+1:02d}"}
-                for field in ["revenue","gross","payment","cost","paid","sign"]:
+                m = {"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 = {
@@ -402,7 +307,7 @@ def bootstrap():
                 "recent": sorted(all_recent, key=lambda x: x.get("id", 0), reverse=True)[:8],
                 "risks": [],
             }
-            return jsonify({"summary": summary, "sales": [], "proposals": [], "operations": [], "products": [], "finance": [], "projectFinances": [], "financeMonthly": merged_monthly, "tasks": [], "expense": [], "tenant": tenant, "tenants": allowed})
+            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)
@@ -413,7 +318,6 @@ def bootstrap():
         finance = q("SELECT * FROM finance_records WHERE tenant=? ORDER BY month DESC, id DESC", tenant)
         tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
         pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
-        expense = q("SELECT * FROM expense_records WHERE tenant=? ORDER BY id DESC", tenant)
         signed_pfs = [x for x in pfs if x["status"] == "已签约"]
 
         def parse_budget(pf):
@@ -425,126 +329,37 @@ def bootstrap():
 
         budget_maps = [(pf, parse_budget(pf)) for pf in signed_pfs]
 
-        def parse_expense(pf):
-            try:
-                ed = json.loads(pf.get("expense_data") or "[]")
-            except (json.JSONDecodeError, TypeError):
-                ed = []
-            return {(e.get("month") or "").replace("-", "_"): e for e in ed}
-
-        expense_maps = [(pf, parse_expense(pf)) for pf in signed_pfs]
-
         def sum_budget(field, months_range):
             total = 0
             for pf, bm in budget_maps:
                 for m in months_range:
-                    b = bm.get(f"{_year}_{m:02d}")
+                    b = bm.get(f"2026_{m:02d}")
                     if b:
                         total += float(b.get(field) or 0)
             return total
 
-        def sum_expense(field, months_range):
-            total = 0
-            for pf, em in expense_maps:
-                for m in months_range:
-                    e = em.get(f"{_year}_{m:02d}")
-                    if e:
-                        total += float(e.get(field) or 0)
-            return total
-
         _now_month = date.today().month
         _q_start = ((_now_month - 1) // 3) * 3 + 1
         _q_range = range(_q_start, _q_start + 3)
-        _prev_q_start = ((_now_month - 4) // 3) * 3 + 1
-        _prev_q_range = range(max(_prev_q_start, 1), _prev_q_start + 3)
-        _prev_month = _now_month - 1 if _now_month > 1 else None
         rev_annual = sum_budget("rev", range(1, 13))
         gross_annual = sum_budget("gross", range(1, 13))
         rev_q2 = sum_budget("rev", _q_range)
         gross_q2 = sum_budget("gross", _q_range)
         rev_month = sum_budget("rev", [_now_month])
         gross_month = sum_budget("gross", [_now_month])
-        rev_prev_q = sum_budget("rev", _prev_q_range)
-        gross_prev_q = sum_budget("gross", _prev_q_range)
-        rev_prev_month = sum_budget("rev", [_prev_month]) if _prev_month else 0
-        gross_prev_month = sum_budget("gross", [_prev_month]) if _prev_month else 0
         payment_annual = sum_budget("payment", range(1, 13))
-        cost_annual = sum_expense("cost", range(1, 13))
+        cost_annual = sum_budget("cost", range(1, 13))
         payment_q2 = sum_budget("payment", _q_range)
-        cost_q2 = sum_expense("cost", _q_range)
+        cost_q2 = sum_budget("cost", _q_range)
         payment_month = sum_budget("payment", [_now_month])
-        cost_month = sum_expense("cost", [_now_month])
-        payment_prev_q = sum_budget("payment", _prev_q_range)
-        cost_prev_q = sum_expense("cost", _prev_q_range)
-        payment_prev_month = sum_budget("payment", [_prev_month]) if _prev_month else 0
-        cost_prev_month = sum_expense("cost", [_prev_month]) if _prev_month else 0
-        def expense_sum(month_range):
-            total = 0
-            for r in expense:
-                if (r.get("status") or "") == "暂不计入": continue
-                m = (r.get("expense_month") or "").strip()
-                if not m or "-" not in m: continue
-                try:
-                    if int(m.split("-")[1]) in month_range:
-                        total += float(r.get("amount") or 0)
-                except: pass
-            return total
-        expense_annual = expense_sum(range(1, 13))
-        expense_q2 = expense_sum(_q_range)
-        expense_month_val = expense_sum([_now_month])
-        expense_prev_q = expense_sum(_prev_q_range)
-        expense_prev_month = expense_sum([_prev_month]) if _prev_month else 0
-        def expense_paid_sum(month_range):
-            total = 0
-            for r in expense:
-                if (r.get("status") or "") == "暂不计入": continue
-                m = (r.get("expense_month") or "").strip()
-                if not m or "-" not in m: continue
-                try:
-                    if int(m.split("-")[1]) in month_range:
-                        total += float(r.get("incurred_amount") or 0)
-                except: pass
-            return total
-        expense_paid_annual = expense_paid_sum(range(1, 13))
-        expense_paid_q2 = expense_paid_sum(_q_range)
-        expense_paid_month = expense_paid_sum([_now_month])
-        expense_paid_prev_q = expense_paid_sum(_prev_q_range)
-        expense_paid_prev_month = expense_paid_sum([_prev_month]) if _prev_month else 0
-        paid_annual = sum_expense("paid", range(1, 13))
-        paid_q2 = sum_expense("paid", _q_range)
-        paid_month = sum_expense("paid", [_now_month])
-        paid_prev_q = sum_expense("paid", _prev_q_range)
-        paid_prev_month = sum_expense("paid", [_prev_month]) if _prev_month else 0
-        proj_expense_annual = sum_budget("expense", range(1, 13))
-        proj_expense_q2 = sum_budget("expense", _q_range)
-        proj_expense_month = sum_budget("expense", [_now_month])
-        proj_expense_prev_q = sum_budget("expense", _prev_q_range)
-        proj_expense_prev_month = sum_budget("expense", [_prev_month]) if _prev_month else 0
-        cashflow_annual = payment_annual - paid_annual
-        cashflow_q2 = payment_q2 - paid_q2
-        cashflow_month = payment_month - paid_month
-        cashflow_prev_q = payment_prev_q - paid_prev_q
-        cashflow_prev_month = payment_prev_month - paid_prev_month
-        dept_cf_annual = cashflow_annual - expense_paid_annual
-        dept_cf_q2 = cashflow_q2 - expense_paid_q2
-        dept_cf_month = cashflow_month - expense_paid_month
-        dept_cf_prev_q = cashflow_prev_q - expense_paid_prev_q
-        dept_cf_prev_month = cashflow_prev_month - expense_paid_prev_month
-        profit_annual = gross_annual - proj_expense_annual
-        profit_q2 = gross_q2 - proj_expense_q2
-        profit_month = gross_month - proj_expense_month
-        profit_prev_q = gross_prev_q - proj_expense_prev_q
-        profit_prev_month = gross_prev_month - proj_expense_prev_month
+        cost_month = sum_budget("cost", [_now_month])
         def pf_status_sum(status):
             return sum(x["sign_amount"] or 0 for x in pfs if x["status"] == status)
         signed_amount = pf_status_sum("已签约")
         signed_annual = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约")
-        _q_months = [f"{_year}-{m:02d}" for m in _q_range]
+        _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"{_year}-{_now_month:02d}")
-        _prev_q_months = [f"{_year}-{m:02d}" for m in _prev_q_range]
-        signed_prev_q = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _prev_q_months)
-        signed_prev_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"{_year}-{_prev_month:02d}") if _prev_month else 0
+        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}")
         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 = {
@@ -565,68 +380,23 @@ def bootstrap():
                 "signed_annual": signed_annual,
                 "signed_q2": signed_q2,
                 "signed_month": signed_month,
-                "signed_prev_q": signed_prev_q,
-                "signed_prev_month": signed_prev_month,
                 "pipeline_amount": pipeline_amount,
                 "revenue_annual": rev_annual,
                 "revenue_q2": rev_q2,
-                "revenue_prev_q": rev_prev_q,
-                "revenue_prev_month": rev_prev_month,
                 "gross_annual": gross_annual,
                 "gross_q2": gross_q2,
-                "gross_prev_q": gross_prev_q,
-                "gross_prev_month": gross_prev_month,
                 "payment_annual": payment_annual,
                 "payment_q2": payment_q2,
                 "payment_month": payment_month,
-                "payment_prev_q": payment_prev_q,
-                "payment_prev_month": payment_prev_month,
                 "cost_annual": cost_annual,
                 "cost_q2": cost_q2,
                 "cost_month": cost_month,
-                "cost_prev_q": cost_prev_q,
-                "cost_prev_month": cost_prev_month,
-                "expense_annual": expense_annual,
-                "expense_q2": expense_q2,
-                "expense_month": expense_month_val,
-                "expense_prev_q": expense_prev_q,
-                "expense_prev_month": expense_prev_month,
-                "paid_annual": paid_annual,
-                "paid_q2": paid_q2,
-                "paid_month": paid_month,
-                "paid_prev_q": paid_prev_q,
-                "paid_prev_month": paid_prev_month,
-                "cashflow_annual": cashflow_annual,
-                "cashflow_q2": cashflow_q2,
-                "cashflow_month": cashflow_month,
-                "cashflow_prev_q": cashflow_prev_q,
-                "cashflow_prev_month": cashflow_prev_month,
-                "expense_paid_annual": expense_paid_annual,
-                "expense_paid_q2": expense_paid_q2,
-                "expense_paid_month": expense_paid_month,
-                "expense_paid_prev_q": expense_paid_prev_q,
-                "expense_paid_prev_month": expense_paid_prev_month,
-                "dept_cf_annual": dept_cf_annual,
-                "dept_cf_q2": dept_cf_q2,
-                "dept_cf_month": dept_cf_month,
-                "dept_cf_prev_q": dept_cf_prev_q,
-                "dept_cf_prev_month": dept_cf_prev_month,
-                "profit_annual": profit_annual,
-                "profit_q2": profit_q2,
-                "profit_month": profit_month,
-                "profit_prev_q": profit_prev_q,
-                "profit_prev_month": profit_prev_month,
-                "proj_expense_annual": proj_expense_annual,
-                "proj_expense_q2": proj_expense_q2,
-                "proj_expense_month": proj_expense_month,
-                "proj_expense_prev_q": proj_expense_prev_q,
-                "proj_expense_prev_month": proj_expense_prev_month,
                 "signed_not_executed": signed_not_executed,
             },
             "recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),
             "risks": [{"title": "执行提醒", "content": x["next_action"]} for x in operations if x["next_action"]][:5],
         }
-        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "projectFinances": pfs, "financeMonthly": monthly_finance(conn, tenant), "tasks": tasks, "expense": expense, "tenant": tenant, "tenants": allowed})
+        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()
 
@@ -707,17 +477,6 @@ def update_resource(resource, item_id):
 
 # ---------- 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):

static/modules/expense.js

@@ -1,219 +0,0 @@
-// expense.js — 费用管理模块
-
-function renderExpense() {
-  var records = state.data.expense || [];
-  var money = function(v) { return '¥ ' + (Number(v || 0)).toLocaleString('zh-CN', { minimumFractionDigits: 0, maximumFractionDigits: 2 }); };
-  var esc = function(s) { return (s || '').replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;').replace(/"/g, '&quot;'); };
-  var EXPENSE_TYPES = ['通用费用','平台采购','人力成本','研发费用','奖金','其他'];
-  var STATUS_OPTIONS = ['计入费用','暂不计入'];
-
-  // 排序状态
-  if (!state.expenseSort) state.expenseSort = { key: 'expense_month', asc: true };
-  var sortKey = state.expenseSort.key;
-  var sortAsc = state.expenseSort.asc ? 1 : -1;
-
-  // 筛选状态
-  var view = state.expenseView || 'total';
-  var typeFilter = state.expenseFilter || '全部';
-  var filtered = typeFilter === '全部' ? records : records.filter(function(r) { return r.expense_type === typeFilter; });
-
-  // 视图数据预处理
-  var now = new Date();
-  var thisYear = now.getFullYear();
-  var defaultMonth = thisYear + '-' + String(now.getMonth() + 1).padStart(2, '0');
-
-  if (!state.expenseMonth) state.expenseMonth = defaultMonth;
-  if (state.expenseQuarter === '') state.expenseQuarter = String(Math.floor(now.getMonth() / 3));
-
-  // 月度筛选
-  if (view === 'monthly') {
-    filtered = filtered.filter(function(r) { return r.expense_month === state.expenseMonth; });
-  }
-
-  // 季度筛选
-  if (view === 'quarterly') {
-    var q = parseInt(state.expenseQuarter) || 0;
-    var qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
-    var qRange = qRanges[q];
-    filtered = filtered.filter(function(r) {
-      var m = parseInt((r.expense_month || '0').substring(5)) || 0;
-      return qRange.indexOf(m) >= 0;
-    });
-  }
-
-  // 排序
-  filtered.sort(function(a, b) {
-    var va = a[sortKey] || '', vb = b[sortKey] || '';
-    if (sortKey === 'amount' || sortKey === 'incurred_amount') {
-      va = parseFloat(va) || 0; vb = parseFloat(vb) || 0;
-    }
-    if (va < vb) return -1 * sortAsc;
-    if (va > vb) return 1 * sortAsc;
-    return 0;
-  });
-
-  var totalAmount = filtered.reduce(function(s, r) { return s + (r.amount || 0); }, 0);
-  var totalIncurred = filtered.reduce(function(s, r) { return s + (r.incurred_amount || 0); }, 0);
-
-  // 月份下拉选项（去年/今年/明年）
-  var monthOpts = '';
-  for (var yr = thisYear - 1; yr <= thisYear + 1; yr++)
-    for (var m = 1; m <= 12; m++) {
-      var mv = yr + '-' + String(m).padStart(2, '0');
-      monthOpts += '<option value="' + mv + '">' + mv + '</option>';
-    }
-
-  // 季度下拉
-  var qLabels = ['Q1 (1-3月)','Q2 (4-6月)','Q3 (7-9月)','Q4 (10-12月)'];
-  var quarterOpts = '';
-  for (var qi = 0; qi < 4; qi++) {
-    quarterOpts += '<option value="' + qi + '">' + qLabels[qi] + '</option>';
-  }
-
-  // 月份/季度日期选择器
-  var dateSelect = '';
-  if (view === 'monthly') {
-    dateSelect = '<span class="text-sm text-slate-500 ml-2">月份：</span><select onchange="setExpenseMonth(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value=""' + (!state.expenseMonth?' selected':'') + '>请选择</option>' + monthOpts.replace('value="' + state.expenseMonth + '"', 'value="' + state.expenseMonth + '" selected') + '</select>';
-  } else if (view === 'quarterly') {
-    dateSelect = '<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="setExpenseQuarter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">' + quarterOpts.replace('value="' + state.expenseQuarter + '"', 'value="' + state.expenseQuarter + '" selected') + '</select>';
-  }
-
-  // Toolbar
-  var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setExpenseView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select><span class="text-sm text-slate-500 ml-3">类型：</span><select onchange="setExpenseFilter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="全部"' + (typeFilter==='全部'?' selected':'') + '>全部 (' + records.length + ')</option>';
-  EXPENSE_TYPES.forEach(function(t) {
-    toolbar += '<option value="' + t + '"' + (typeFilter===t?' selected':'') + '>' + t + ' (' + records.filter(function(r){return r.expense_type===t}).length + ')</option>';
-  });
-  toolbar += '</select>' + dateSelect;
-
-  // 排序箭头
-  var sortArrow = function(key) {
-    var arrow = key === sortKey ? (sortAsc === 1 ? ' ↑' : ' ↓') : '';
-    return '<span class="text-slate-400 text-xs cursor-pointer" onclick="toggleExpenseSort(\'' + key + '\')">' + arrow + '</span>';
-  };
-
-  // 表格行
-  var tableRows = '';
-  if (filtered.length) {
-    filtered.forEach(function(r) {
-      var statusCls = r.status === '暂不计入' ? 'text-amber-600' : 'text-green-600';
-      tableRows += '<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openExpenseEdit(' + r.id + ')"><td class="p-2 text-center align-middle font-medium">' + (r.expense_month || '—') + '</td><td class="p-2 font-medium text-center align-middle">' + esc(r.expense_type) + '</td><td class="p-2 text-center align-middle font-semibold ' + statusCls + '">' + esc(r.status || '计入费用') + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.amount) + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.incurred_amount) + '</td><td class="p-2 text-center align-middle text-slate-500">' + (esc(r.notes) || '—') + '</td></tr>';
-    });
-  } else {
-    var emptyMsg = view === 'monthly' ? '该月份暂无费用记录' : view === 'quarterly' ? '该季度暂无费用记录' : '暂无费用记录';
-    tableRows = '<tr><td colspan="6" class="p-6 text-center text-slate-400">' + emptyMsg + '</td></tr>';
-  }
-
-  // 模态框 monthOpts for form (with current value preselected)
-  var modalMonthOpts = '<option value="">请选择</option>';
-  for (var yr2 = thisYear - 1; yr2 <= thisYear + 1; yr2++)
-    for (var m2 = 1; m2 <= 12; m2++) {
-      var mv2 = yr2 + '-' + String(m2).padStart(2, '0');
-      modalMonthOpts += '<option value="' + mv2 + '">' + mv2 + '</option>';
-    }
-  var statusOpts = STATUS_OPTIONS.map(function(s) { return '<option value="' + s + '">' + s + '</option>'; }).join('');
-
-  var modal = '<div id="expenseModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeExpenseModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-lg mx-4" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-6 py-4 flex items-center justify-between"><h3 class="text-lg font-bold text-slate-800" id="expenseModalTitle">新增费用</h3><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="expenseDeleteBtn" onclick="deleteExpenseItem()">删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeExpenseModal()"><i data-lucide="x"></i></button></div></div><form onsubmit="saveExpense(event)" class="p-6 grid gap-4" novalidate><input type="hidden" name="expense_id" value=""><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用类型 <span class="text-red-500">*</span></span><select name="expense_type" required class="form-ctrl bg-white"><option value="">请选择</option>';
-  EXPENSE_TYPES.forEach(function(t) { modal += '<option>' + t + '</option>'; });
-  modal += '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">月份 <span class="text-red-500">*</span></span><select name="expense_month" required class="form-ctrl bg-white">' + modalMonthOpts + '</select></label></div><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">金额（元）</span><input name="amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">已发生金额（元）</span><input name="incurred_amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label></div><label class="block"><span class="text-sm text-slate-500 mb-1 block">状态</span><select name="status" class="form-ctrl bg-white">' + statusOpts + '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用说明</span><textarea name="notes" class="form-ctrl" rows="3" placeholder="备注信息"></textarea></label><div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeExpenseModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>';
-
-  var target = document.querySelector("#financeExpense") || document.querySelector("#financeTabExpense") || document.querySelector("#expense");
-  if (!target) return;
-  target.innerHTML = '<div class="grid gap-4">' +
-    '<div class="card p-3"><div class="flex justify-between items-center"><div class="flex items-center gap-2">' + toolbar + '</div><button class="btn btn-primary btn-sm" onclick="openExpenseModal()">新增费用</button></div></div>' +
-    '<div class="grid grid-cols-3 gap-3">' +
-      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">费用记录</span><strong class="mt-2 block text-xl">' + filtered.length + '</strong></div>' +
-      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">总费用</span><strong class="mt-2 block text-xl">' + money(totalAmount) + '</strong></div>' +
-      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">已发生金额</span><strong class="mt-2 block text-xl">' + money(totalIncurred) + '</strong></div>' +
-    '</div>' +
-    modal +
-    '<div class="card p-4"><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'expense_month\')">月份' + sortArrow('expense_month') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'expense_type\')">费用类型' + sortArrow('expense_type') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'status\')">状态' + sortArrow('status') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'amount\')">金额' + sortArrow('amount') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="toggleExpenseSort(\'incurred_amount\')">已发生金额' + sortArrow('incurred_amount') + '</th><th class="p-2 text-center font-semibold">费用说明</th></tr></thead><tbody>' + tableRows + '</tbody></table></div></div>' +
-  '</div>';
-
-  if (window.lucide) window.lucide.createIcons();
-}
-
-window.toggleExpenseSort = function(key) {
-  var cur = state.expenseSort || {};
-  if (cur.key === key) { cur.asc = !cur.asc; }
-  else { cur.key = key; cur.asc = true; }
-  state.expenseSort = cur;
-  renderExpense();
-};
-
-window.setExpenseView = function(v) { state.expenseView = v; renderExpense(); };
-window.setExpenseFilter = function(v) { state.expenseFilter = v; renderExpense(); };
-window.setExpenseMonth = function(v) { state.expenseMonth = v; renderExpense(); };
-window.setExpenseQuarter = function(v) { state.expenseQuarter = v; renderExpense(); };
-
-window.openExpenseModal = function() {
-  var form = document.querySelector("#expenseModal form");
-  form.reset();
-  form.querySelector('[name="expense_id"]').value = "";
-  form.querySelector('[name="status"]').value = "计入费用";
-  document.querySelector("#expenseModalTitle").textContent = "新增费用";
-  document.querySelector("#expenseDeleteBtn").classList.add("hidden");
-  document.querySelector("#expenseModal").classList.remove("hidden");
-};
-
-window.closeExpenseModal = function() {
-  document.querySelector("#expenseModal").classList.add("hidden");
-};
-
-window.openExpenseEdit = function(id) {
-  var r = (state.data.expense || []).find(function(x) { return x.id === id; });
-  if (!r) return;
-  var form = document.querySelector("#expenseModal form");
-  form.reset();
-  var setVal = function(name, val) { var el = form.querySelector('[name="' + name + '"]'); if (el) el.value = val || ""; };
-  setVal("expense_id", r.id);
-  setVal("expense_type", r.expense_type);
-  setVal("expense_month", r.expense_month);
-  setVal("amount", r.amount);
-  setVal("incurred_amount", r.incurred_amount);
-  setVal("notes", r.notes);
-  setVal("status", r.status || "计入费用");
-  document.querySelector("#expenseModalTitle").textContent = "编辑费用";
-  document.querySelector("#expenseDeleteBtn").classList.remove("hidden");
-  document.querySelector("#expenseModal").classList.remove("hidden");
-};
-
-window.saveExpense = async function(event) {
-  event.preventDefault();
-  var form = event.target;
-  var data = Object.fromEntries(new FormData(form).entries());
-  if (data.amount === '' || data.amount === undefined) data.amount = 0;
-  if (data.incurred_amount === '' || data.incurred_amount === undefined) data.incurred_amount = 0;
-  if (!data.status) data.status = '计入费用';
-  var isEdit = !!data.expense_id;
-  delete data.expense_id;
-
-  var id = form.querySelector('[name="expense_id"]').value;
-  var url = isEdit ? "/api/expense/" + id : "/api/expense";
-  var method = isEdit ? "PUT" : "POST";
-
-  var resp = await fetch(url, { method: method, headers: { "Content-Type": "application/json" }, body: JSON.stringify({ data: Object.assign({}, data, { tenant: state.tenant }) }) });
-  if (!resp.ok) { var err = await resp.text(); alert("保存失败：" + err); return; }
-
-  var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
-  if (bResp.ok) {
-    var bd = await bResp.json();
-    state.data = bd;
-    applyUserTenants();
-    renderExpense();
-  }
-  closeExpenseModal();
-};
-
-window.deleteExpenseItem = async function() {
-  var id = document.querySelector("#expenseModal form [name='expense_id']").value;
-  if (!id || !confirm("确定删除？")) return;
-  var resp = await fetch("/api/expense/" + id, { method: "DELETE" });
-  if (!resp.ok) { alert("删除失败"); return; }
-  var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
-  if (bResp.ok) {
-    var bd = await bResp.json();
-    state.data = bd;
-    applyUserTenants();
-    renderExpense();
-  }
-};

static/modules/finance.js

@@ -1,7 +1,6 @@
 // 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 || [];
@@ -25,10 +24,12 @@ function renderFinance() {
   const monthLabels = displayMonths.map(d => d.label);
 
   const signed = pfs.filter(x => x.status === "已签约");
-    const pending = pfs.filter(x => x.status === "待签约");
+  const inContract = pfs.filter(x => x.status === "流程中");
+  const pending = pfs.filter(x => x.status === "待签约");
   const sumSign = Math.round(signed.reduce((s,x) => s + (x.sign_amount||0), 0));
   const sumPending = Math.round(pending.reduce((s,x) => s + (x.sign_amount||0), 0));
-  
+  const sumContract = Math.round(inContract.reduce((s,x) => s + (x.sign_amount||0), 0));
+
   const monthRev = months.map(m => {
     return signed.reduce((s, pf) => {
       let budget = [];
@@ -72,7 +73,7 @@ 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" && state.finView !== "quarterly";
+    const isRevView = state.finView !== "cashflow" && state.finView !== "overview" && state.finView !== "monthly";
     const mCols = months.map(m => {
       const b = budgetMap[m] || {};
       if (isRevView) {
@@ -97,67 +98,54 @@ function renderFinance() {
       }
     })();
     const sm = pf.sign_month || "";
-    const signMonthCell = `<td class="p-2 text-center align-middle text-sm"><span class="pf-sm-text cursor-pointer hover:text-blue-600" id="pf-sm-${pf.id}" onclick="event.stopPropagation(); editPfSignMonth(event, ${pf.id})">${sm || '—'}</span></td>`;
-    return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle">${esc(pf.customer_name)}</td>${signMonthCell}<td class="p-2 text-center align-middle text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}</tr>`;
+    const 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>`;
   };
 
-  const now2 = new Date();
-  const defaultMonth2 = now2.getFullYear() + "-" + String(now2.getMonth()+1).padStart(2,"0");
-  if (!state.finMonth) state.finMonth = defaultMonth2;
-  if (state.finQuarter === undefined) state.finQuarter = Math.floor(now2.getMonth() / 3);
-  const monthSet2 = new Set([defaultMonth2]);
-  pfs.forEach(pf => { let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch(e) {} bd.forEach(b => { if (b.month) monthSet2.add(b.month); }); });
-  const allMonths = [...monthSet2].sort().reverse();
-  const qLabels2 = ["Q1 (1-3月)","Q2 (4-6月)","Q3 (7-9月)","Q4 (10-12月)"];
-  const toolMonthSelect = allMonths.map(m => '<option value="'+m+'" '+(m===state.finMonth?'selected':'')+'>'+m+'</option>').join("");
-  const toolQuarterSelect = qLabels2.map((l,i) => '<option value="'+i+'" '+(i===state.finQuarter?'selected':'')+'>'+l+'</option>').join("");
-  const toolDateSelect = state.finView==='monthly'?'<span class="text-sm text-slate-500 ml-2">月份：</span><select onchange="state.finMonth=this.value;renderFinance()" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolMonthSelect+'</select>':state.finView==='quarterly'?'<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="state.finQuarter=parseInt(this.value);localStorage.setItem(\'opc-fin-quarter\',this.value);renderFinance()" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolQuarterSelect+'</select>':'';
-
-  const finHeaderBase = `<span class="text-sm text-slate-500">视图：</span><select onchange="setFinView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="overview" ${state.finView==='overview'?'selected':''}>总视图</option><option value="quarterly" ${state.finView==='quarterly'?'selected':''}>季度视图</option><option value="monthly" ${state.finView==='monthly'?'selected':''}>月度视图</option></select>${toolDateSelect}`;
-  const finAddBtn = `<button class="btn btn-primary btn-sm" onclick="openFinanceModal()">新增财务项目</button>`;
-
-  const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('已签约')" class="finance-tab${state.finFilter==='已签约'?' active':''}" style="font-size:14px;font-weight:600">已签约 (${pfs.filter(x=>x.status==='已签约').length})</button><button onclick="switchFinFilter('待签约')" class="finance-tab${state.finFilter==='待签约'?' active':''}" style="font-size:14px;font-weight:600">待签约 (${pfs.filter(x=>x.status==='待签约').length})</button><button onclick="switchFinFilter('expense')" class="finance-tab${state.finFilter==='expense'?' active':''}" style="font-size:14px;font-weight:600">平台费用</button></div>`;
-
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    ${finFilterTabs}
-    ${state.finFilter !== 'expense' ? card(`<div class="flex justify-between items-center"><div class="flex items-center gap-2">${finHeaderBase}</div>${finAddBtn}</div>`, "p-4") : ''}
+    <div 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("")}
+    </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 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="revpay" onclick="switchFinanceTab('revpay')"><i data-lucide="dollar-sign" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>确收与回款</button>
-    <button class="finance-tab" data-tab="cost" onclick="switchFinanceTab('cost')"><i data-lucide="receipt" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>费用明细</button>
-    <button class="finance-tab" data-tab="exec" onclick="switchFinanceTab('exec')"><i data-lucide="play-circle" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>执行信息</button>
+    <button class="finance-tab" data-tab="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="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="finance-form" novalidate><input type="hidden" name="pf_id" id="pf-id-input" value="">
-<div class="finance-tab-body">
+<form onsubmit="createFinance(event)" class="p-8 grid gap-6" novalidate><input type="hidden" name="pf_id" id="pf-id-input" value="">
 <div id="financeTabInfo">
-  <div class="grid gap-4">
-    <div class="grid grid-cols-3 gap-3">
-      <label class="block"><span class="fin-label">部门</span><input type="hidden" name="project_id" value="${state.tenant}"><input class="form-ctrl bg-slate-50 cursor-not-allowed" value="${state.tenant}" disabled></label>
-      <label class="block"><span class="fin-label">项目编号</span><input name="project_code" class="form-ctrl" placeholder="如：KP-2026-001"></label>
-      <label class="block"><span class="fin-label">项目名称 <span class="text-red-500">*</span></span><input name="customer_name" required class="form-ctrl" placeholder="请输入项目名称"></label>
+  <div class="grid grid-cols-2 gap-5">
+    <div class="fin-field-group">
+      <p class="fin-section-label">项目信息</p>
+      <div class="grid gap-4">
+        <label class="block"><span class="fin-label">部门</span><input type="hidden" name="project_id" value="${state.tenant}"><input class="form-ctrl bg-slate-50 cursor-not-allowed" value="${state.tenant}" disabled></label>
+        <div class="grid grid-cols-2 gap-3">
+          <label class="block"><span class="fin-label">项目编号</span><input name="project_code" class="form-ctrl" placeholder="如：KP-2026-001"></label>
+          <label class="block"><span class="fin-label">业务类型</span><select name="business_type" class="form-ctrl bg-white">${fmTypes.map(t => `<option>${t}</option>`).join("")}</select></label>
+        </div>
+        <label class="block"><span class="fin-label">项目名称 <span class="text-red-500">*</span></span><input name="customer_name" required class="form-ctrl" placeholder="请输入项目名称"></label>
+      </div>
     </div>
-    <div class="grid grid-cols-3 gap-3">
-      <label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" class="form-ctrl" placeholder="必须大于 0"></label>
-      <label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${monthOptions('')}</select></label>
-      <label class="block"><span class="fin-label">项目状态</span><select name="status" class="form-ctrl bg-white"><option>已签约</option><option>待签约</option></select></label>
+    <div class="fin-field-group">
+      <p class="fin-section-label">合同信息</p>
+      <div class="grid gap-4">
+        <label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" class="form-ctrl" placeholder="必须大于 0"></label>
+        <div class="grid grid-cols-2 gap-3">
+          <label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${monthOptions('')}</select></label>
+          <label class="block"><span class="fin-label">项目状态</span><select name="status" class="form-ctrl bg-white"><option>已签约</option><option>流程中</option><option>待签约</option></select></label>
+        </div>
+        <div class="grid grid-cols-2 gap-3">
+          <label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
+          <label class="block"><span class="fin-label">经营负责人 <span class="text-red-500">*</span></span><input name="owner" required class="form-ctrl" placeholder="请输入经营负责人"></label>
+        </div>
+      </div>
     </div>
-    <div class="grid grid-cols-3 gap-3">
-      <label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
-      <label class="block"><span class="fin-label">经营负责人 <span class="text-red-500">*</span></span><input name="owner" required class="form-ctrl" placeholder="请输入经营负责人"></label>
-      <label class="block"><span class="fin-label">业务联系人</span><input name="contact_name" class="form-ctrl" placeholder="请输入业务联系人"></label>
-    </div>
-    <div class="grid grid-cols-3 gap-3">
-      <label class="block"><span class="fin-label">联系电话</span><input name="contact_phone" class="form-ctrl" placeholder="请输入联系电话"></label>
-      <label class="block"><span class="fin-label">其他</span><input name="other_info" class="form-ctrl" placeholder="备注信息"></label>
-    </div>
-    <div class="block"><span class="fin-label">业务类型</span><div class="flex flex-wrap gap-2 mt-1" id="businessTypeChecks">${fmTypes.map(t => `<label class="inline-flex items-center gap-1 px-2.5 py-1 rounded-full border border-slate-200 cursor-pointer hover:border-blue-300 text-sm bt-chip" onclick="toggleBtChip(this)"><input type="checkbox" name="business_type[]" value="${t}" class="hidden"><span>${t}</span></label>`).join("")}</div></div>
   </div>
-</div>
-<div id="financeTabExec" class="hidden">
-  <div class="fin-field-group">
+  <div class="fin-field-group mt-5">
     <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>
@@ -167,43 +155,34 @@ function renderFinance() {
     </div>
   </div>
 </div>
-<div id="financeTabRevpay" class="hidden">
-  <div class="grid grid-cols-3 gap-3 mb-4" id="revpaySummary">
+<div id="financeTabBudget" class="hidden">
+  <div class="grid grid-cols-5 gap-3 mb-4" id="budgetSummary">
     <div class="bg-blue-50 rounded-lg p-3 text-center border border-blue-100">
       <p class="text-xs text-blue-600 font-medium">总确收</p>
-      <p class="text-lg font-bold text-blue-700" id="revpayTotalRev">¥0</p>
+      <p class="text-lg font-bold text-blue-700" id="budgetTotalRev">¥0</p>
     </div>
     <div class="bg-green-50 rounded-lg p-3 text-center border border-green-100">
       <p class="text-xs text-green-600 font-medium">总毛利</p>
-      <p class="text-lg font-bold text-green-700" id="revpayTotalGross">¥0</p>
+      <p class="text-lg font-bold text-green-700" id="budgetTotalGross">¥0</p>
     </div>
-    <div class="bg-amber-50 rounded-lg p-3 text-center border border-amber-100">
+    <div class="bg-amber-50 rounded-lg p-3 text-center border border-amber-100" id="budgetTotalPaymentCard">
       <p class="text-xs text-amber-600 font-medium">总回款</p>
-      <p class="text-lg font-bold text-amber-700" id="revpayTotalPayment">¥0</p>
+      <p class="text-lg font-bold text-amber-700" id="budgetTotalPayment">¥0</p>
     </div>
-  </div>
-  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="revpayTable">
-    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:140px">月份</th><th class="p-2.5 text-right font-medium text-slate-500">确收</th><th class="p-2.5 text-right font-medium text-slate-500">毛利</th><th class="p-2.5 text-right font-medium text-slate-500">回款</th><th class="p-2.5 text-left font-medium text-slate-500">备注</th><th class="p-2.5 w-8"></th></tr></thead>
-    <tbody id="revpayTbody"></tbody>
-  </table>
-  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addRevpayRow()"><i data-lucide="plus"></i>添加月份</button>
-</div>
-<div id="financeTabCost" class="hidden">
-  <div class="grid grid-cols-2 gap-3 mb-4" id="costSummary">
-    <div class="bg-rose-50 rounded-lg p-3 text-center border border-rose-100">
-      <p class="text-xs text-rose-600 font-medium">总成本</p>
-      <p class="text-lg font-bold text-rose-700" id="costTotalCost">¥0</p>
+    <div class="bg-rose-50 rounded-lg p-3 text-center border border-rose-100" id="budgetTotalCostCard">
+      <p class="text-xs text-rose-600 font-medium">总应付</p>
+      <p class="text-lg font-bold text-rose-700" id="budgetTotalCost">¥0</p>
     </div>
     <div class="bg-purple-50 rounded-lg p-3 text-center border border-purple-100">
       <p class="text-xs text-purple-600 font-medium">总已付</p>
-      <p class="text-lg font-bold text-purple-700" id="costTotalPaid">¥0</p>
+      <p class="text-lg font-bold text-purple-700" id="budgetTotalPaid">¥0</p>
     </div>
   </div>
-  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="costTable">
-    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:140px">月份</th><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:120px">费用类型</th><th class="p-2.5 text-right font-medium text-slate-500">成本</th><th class="p-2.5 text-right font-medium text-slate-500">已付</th><th class="p-2.5 text-left font-medium text-slate-500">备注</th><th class="p-2.5 w-8"></th></tr></thead>
-    <tbody id="costTbody"></tbody>
+  <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="budgetTable">
+    <thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2.5 text-left font-medium text-slate-500" style="min-width:140px">月份</th><th class="p-2.5 text-right font-medium text-slate-500">确收</th><th class="p-2.5 text-right font-medium text-slate-500">毛利</th><th class="p-2.5 text-right font-medium text-slate-500">回款</th><th class="p-2.5 text-right font-medium text-slate-500">应付</th><th class="p-2.5 text-right font-medium text-slate-500">已付</th><th class="p-2.5 w-8"></th></tr></thead>
+    <tbody id="budgetTbody"></tbody>
   </table>
-  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addCostRow()"><i data-lucide="plus"></i>添加月份</button>
+  <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 id="financeTabTasks" class="hidden">
   <table class="w-full text-sm border border-slate-200 rounded-lg overflow-hidden" id="taskTable">
@@ -212,205 +191,51 @@ function renderFinance() {
   </table>
   <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addTaskRow()"><i data-lucide="plus"></i>添加任务</button>
 </div>
-<div id="financeTabActivity" class="hidden">
-  <div class="grid gap-2" id="finActivityList"></div>
-  <div class="comment-box mt-3">
-    <div class="squire-toolbar">
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('bold')" title="加粗"><i data-lucide="bold"></i></button>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('italic')" title="斜体"><i data-lucide="italic"></i></button>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('underline')" title="下划线"><i data-lucide="underline"></i></button>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('strikethrough')" title="删除线"><i data-lucide="strikethrough"></i></button>
-      <span class="squire-sep"></span>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeUnorderedList')" title="无序列表"><i data-lucide="list"></i></button>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('makeOrderedList')" title="有序列表"><i data-lucide="list-ordered"></i></button>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('blockquote')" title="引用"><i data-lucide="quote"></i></button>
-      <span class="squire-sep"></span>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('undo')" title="撤销"><i data-lucide="undo"></i></button>
-      <button type="button" class="squire-btn" onmousedown="event.preventDefault();squireCmd('redo')" title="重做"><i data-lucide="redo"></i></button>
-    </div>
-    <div class="squire-editor" id="squire_finance" placeholder="添加评论"></div>
-    <div class="comment-toolbar">
-      <span class="comment-hint">支持富文本编辑</span>
-      <button class="btn btn-primary btn-sm comment-submit" type="button" onclick="submitFinComment()">评论</button>
-    </div>
-  </div>
-</div>
-</div><div class="flex justify-end gap-3 pt-2 finance-form-actions"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
-    ${(() => {
-      if (state.finFilter === 'expense') {
-        setTimeout(() => renderExpense(), 10);
-        return `<div id="financeExpense"></div>`;
-      }
-      const isUnsigned = state.finFilter === '待签约';
-      const METRIC_CARDS = [
-        { label: '签约金额', value: ctx => moneyWan(ctx.signTotal), color: 'text-slate-700' },
-        { label: '已确收', hideUnsigned: true, value: ctx => moneyWan(ctx.sumRev), color: 'text-blue-700' },
-        { label: '毛利', value: ctx => money(ctx.sumGross), color: 'text-green-700' },
-        { label: '成本', value: ctx => moneyWan(ctx.sumCost), color: 'text-rose-700' },
-        { label: '项目利润', value: ctx => { const v = ctx.sumGross; return { val: moneyWan(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
-        { label: '已回款', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPay), color: 'text-amber-700' },
-        { label: '已付', hideUnsigned: true, value: ctx => moneyWan(ctx.sumPaid), color: 'text-purple-700' },
-        { label: '现金流', hideUnsigned: true, value: ctx => { const v = ctx.sumPay - ctx.sumPaid; return { val: money(v), cls: v >= 0 ? 'text-green-600' : 'text-red-600' }; }, color: null },
-        { label: '执行率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.signTotal ? Math.round(ctx.sumRev / ctx.signTotal * 100) + '%' : '—', color: 'text-slate-500' },
-        { label: '毛利率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumGross ? Math.round(ctx.sumGross / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
-        { label: '回款率', hideUnsigned: true, value: ctx => ctx.sumRev && ctx.sumPay ? Math.round(ctx.sumPay / ctx.sumRev * 100) + '%' : '—', color: 'text-slate-500' },
-        { label: '付款率', hideUnsigned: true, value: ctx => ctx.sumCost && ctx.sumPaid ? Math.round(ctx.sumPaid / ctx.sumCost * 100) + '%' : '—', color: 'text-slate-500' },
-      ].filter(c => state.finFilter !== '待签约' || !c.hideUnsigned);
-
-      const renderView = (rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, emptyText) => {
-        const ctx = { sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt };
-        const cards = METRIC_CARDS.map(c => {
-          const v = c.value(ctx);
-          return typeof v === 'object' ? [c.label, v.val, v.cls] : [c.label, v, c.color];
-        });
-        const thead = isUnsigned
-          ? '<thead><tr class="bg-slate-50 border-b border-slate-200">' +
-            '<th class="p-2 text-center font-semibold align-middle">项目名称</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">状态</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">签约金额</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">签约月份</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">毛利</th>' +
-            '<th class="p-2 text-center font-semibold align-middle text-rose-600">成本</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">项目利润</th>' +
-            '</tr></thead>'
-          : '<thead><tr class="bg-slate-50 border-b border-slate-200">' +
-            '<th class="p-2 text-center font-semibold align-middle">项目名称</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">状态</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">签约金额</th>' +
-            '<th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">毛利</th>' +
-            '<th class="p-2 text-center font-semibold align-middle text-rose-600">成本</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">项目利润</th>' +
-            '<th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th>' +
-            '<th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th>' +
-            '<th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">执行率</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">毛利率</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">回款率</th>' +
-            '<th class="p-2 text-center font-semibold align-middle">付款率</th>' +
-            '</tr></thead>';
-        const theadCols = isUnsigned ? 7 : 14;
-        const tbody = rows.length ? `<tbody>${rows.join("")}</tbody>` : `<tr><td colspan="${theadCols}" class="p-6 text-center text-slate-400">${emptyText}</td></tr>`;
-
-        const cardGrid = isUnsigned ? 'grid-cols-4' : 'grid-cols-6';
-        const subtitle = isUnsigned
-          ? '合同 → 毛利 → 成本 → 项目利润'
-          : '合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流 → 执行率 → 毛利率 → 回款率 → 付款率';
-        return card(`<div class="grid ${cardGrid} gap-3 mb-3">${cards.map(([l, v, c]) => '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">' + l + '</span><strong class="mt-2 block text-xl ' + c + '">' + v + '</strong></div>').join("")}</div>`, "p-4") +
-               card(`<h3 class="text-sm font-bold text-slate-700">项目财务明细</h3><p class="text-xs text-slate-400 mb-3">${subtitle}</p><div class="overflow-x-auto"><table class="w-full text-sm">${thead}${tbody}</table></div>`, "p-4");
-      };
-
-      const fmtNoUnit = (v) => v ? `<span class="font-medium">${Number(v||0).toLocaleString('zh-CN')}</span>` : '<span class="text-slate-300">—</span>';
-      const tdRow = (pf, rev, payment, cost, paid, gross) => {
+<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>
+    ${state.finView === 'monthly' ? (() => {
+      const allPfs = pfs.filter(x => x.status === state.finFilter);
+      const now = new Date();
+      const defaultMonth = now.getFullYear() + "-" + String(now.getMonth()+1).padStart(2,"0");
+      if (!state.finMonth) state.finMonth = defaultMonth;
+      const selMonth = state.finMonth;
+      // 收集所有有数据的月份 + 当前月
+      const monthSet = new Set([defaultMonth]);
+      allPfs.forEach(pf => { let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch(e) {} bd.forEach(b => { if (b.month) monthSet.add(b.month); }); });
+      const sortedMonths = [...monthSet].sort().reverse();
+      const monthOpts = sortedMonths.map(m => `<option value="${m}" ${m === selMonth ? 'selected' : ''}>${m}</option>`).join("");
+      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>`; };
+      const rows = [];
+      let sumRev=0, sumPay=0, sumCost=0, sumPaid=0;
+      allPfs.forEach(pf => {
+        let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch(e) {}
+        const b = bd.find(x => (x.month||"") === selMonth) || {};
+        const rev = Math.round(parseFloat(b.rev||0)||0);
+        const payment = Math.round(parseFloat(b.payment||0)||0);
+        const cost = Math.round(parseFloat(b.cost||0)||0);
+        const paid = Math.round(parseFloat(b.paid||0)||0);
+        if (!rev && !payment && !cost && !paid) return;
+        const payDiff = rev - payment;
+        const costDiff = cost - paid;
         const cashflow = payment - paid;
-        const exe = rev && pf.sign_amount ? Math.round(rev / pf.sign_amount * 100) + '%' : '<span class="text-slate-300">—</span>';
-        const payRVal = rev && payment ? Math.round(payment / rev * 100) : null;
-        const payRCls = payRVal === null ? '' : payRVal < 30 ? 'text-red-600' : payRVal < 80 ? 'text-amber-600' : 'text-green-600';
-        const payR = payRVal !== null ? '<span class="' + payRCls + ' font-semibold">' + payRVal + '%</span>' : '<span class="text-slate-300">—</span>';
-        const paidR = cost && paid ? Math.round(paid / cost * 100) + '%' : '<span class="text-slate-300">—</span>';
-        const grossR = rev && gross ? Math.round(gross / rev * 100) + '%' : '<span class="text-slate-300">—</span>';
-        const st = pf.status === '已签约' ? '<span class="text-green-600">已签约</span>' : '<span class="text-amber-600">待签约</span>';
-        const cf = cashflow ? money(cashflow) : '<span class="text-slate-300">—</span>';
-        const cfCls = cashflow >= 0 ? 'text-green-600' : 'text-red-600';
-        const profit = gross;
-        const pfCls = profit >= 0 ? 'text-green-600' : 'text-red-600';
-        const pfVal = profit ? money(profit) : '<span class="text-slate-300">—</span>';
-        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="p-2 text-center align-middle text-sm">${st}</td><td class="p-2 text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="p-2 text-center text-blue-700 align-middle">${fmtNoUnit(rev)}</td><td class="p-2 text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="p-2 text-center font-semibold align-middle ${pfCls}">${pfVal}</td><td class="p-2 text-center text-amber-700 align-middle">${fmtNoUnit(payment)}</td><td class="p-2 text-center text-purple-700 align-middle">${fmtNoUnit(paid)}</td><td class="p-2 text-center font-semibold align-middle ${cfCls}">${cf}</td><td class="p-2 text-center align-middle text-sm">${exe}</td><td class="p-2 text-center align-middle text-sm">${grossR}</td><td class="p-2 text-center align-middle text-sm">${payR}</td><td class="p-2 text-center align-middle text-sm">${paidR}</td></tr>`;
-      };
-      // 待签约简版行
-      const tdRowUnsigned = (pf, cost, gross) => {
-        const st = pf.status === '待签约' ? '<span class="text-amber-600">待签约</span>' : '<span class="text-green-600">已签约</span>';
-        const profit = gross;
-        const pfCls = profit >= 0 ? 'text-green-600' : 'text-red-600';
-        const pfVal = profit ? money(profit) : '<span class="text-slate-300">—</span>';
-        return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium text-center align-middle truncate" style="min-width:300px;max-width:300px;width:300px" title="${esc(pf.customer_name)}">${esc(pf.customer_name)}</td><td class="p-2 text-center align-middle text-sm">${st}</td><td class="p-2 text-center align-middle text-sm font-medium">${money(pf.sign_amount)}</td><td class="p-2 text-center align-middle text-sm">${pf.sign_month || '—'}</td><td class="p-2 text-center align-middle text-sm font-medium">${fmtNoUnit(gross)}</td><td class="p-2 text-center text-rose-700 align-middle">${fmtNoUnit(cost)}</td><td class="p-2 text-center font-semibold align-middle ${pfCls}">${pfVal}</td></tr>`;
-      };
-
-      if (state.finView === 'monthly') {
-        const allPfs = pfs.filter(x => x.status === state.finFilter);
-        const now = new Date();
-        const defaultMonth = now.getFullYear() + "-" + String(now.getMonth() + 1).padStart(2, "0");
-        if (!state.finMonth) state.finMonth = defaultMonth;
-        const selMonth = state.finMonth;
-        const rows = [];
-        let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
-        allPfs.forEach(pf => {
-          let bd = []; try { bd = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
-          let ed = []; try { ed = JSON.parse(pf.expense_data || "[]"); } catch (e) {}
-          const b = bd.find(x => (x.month || "") === selMonth) || {};
-          const e = ed.find(x => (x.month || "") === selMonth) || {};
-          const rev = Math.round(parseFloat(b.rev || 0) || 0);
-          const payment = Math.round(parseFloat(b.payment || 0) || 0);
-          const gross = Math.round(parseFloat(b.gross || 0) || 0);
-          const cost = Math.round(parseFloat(e.cost || 0) || 0);
-          const paid = Math.round(parseFloat(e.paid || 0) || 0);
-          if (!rev && !payment && !cost && !paid && !gross) return;
-          sumRev += rev; sumPay += payment; sumCost += cost; sumPaid += paid; sumGross += gross;
-          rows.push(isUnsigned ? tdRowUnsigned(pf, cost, gross) : tdRow(pf, rev, payment, cost, paid, gross));
-        });
-        const signTotal = Math.round(allPfs.filter(x => (x.sign_month || "").substring(0, 7) === selMonth).reduce((a, p) => a + (p.sign_amount || 0), 0));
-        const signCnt = allPfs.filter(x => x.status === "已签约" && (x.sign_month || "").substring(0, 7) === selMonth).length;
-        return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, '该月份暂无数据');
-      }
-
-      if (state.finView === 'quarterly') {
-        const allPfs = pfs.filter(x => x.status === state.finFilter);
-        const qRanges = [[1, 2, 3], [4, 5, 6], [7, 8, 9], [10, 11, 12]];
-        const now = new Date();
-        if (state.finQuarter === undefined) {
-          const saved = localStorage.getItem("opc-fin-quarter");
-          state.finQuarter = saved !== null ? parseInt(saved) : Math.floor(now.getMonth() / 3);
-        }
-        const selQ = state.finQuarter;
-        const qRange = qRanges[selQ];
-        const sumBudget = (pf, field) => {
-          let total = 0;
-          try { JSON.parse(pf.budget_data || "[]").forEach(b => { const m = parseInt((b.month || "").substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(b[field] || 0); }); } catch (e) {}
-          return total;
-        };
-        const sumExpense = (pf, field) => {
-          let total = 0;
-          try { JSON.parse(pf.expense_data || "[]").forEach(e => { const m = parseInt((e.month || "").substring(5)) || 0; if (qRange.includes(m)) total += parseFloat(e[field] || 0); }); } catch (e) {}
-          return total;
-        };
-        let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
-        const rows = [];
-        allPfs.forEach(pf => {
-          const rev = sumBudget(pf, "rev");
-          const payment = sumBudget(pf, "payment");
-          const gross = sumBudget(pf, "gross");
-          const cost = sumExpense(pf, "cost");
-          const paid = sumExpense(pf, "paid");
-          if (!rev && !payment && !cost && !paid && !gross) return;
-          sumRev += rev; sumPay += payment; sumCost += cost; sumPaid += paid; sumGross += gross;
-          rows.push(isUnsigned ? tdRowUnsigned(pf, cost, gross) : tdRow(pf, rev, payment, cost, paid, gross));
-        });
-        const signTotal = Math.round(allPfs.filter(x => { const m = parseInt((x.sign_month || "0").substring(5)) || 0; return qRange.includes(m); }).reduce((a, p) => a + (p.sign_amount || 0), 0));
-        const signCnt = allPfs.filter(x => x.status === "已签约" && qRange.includes(parseInt((x.sign_month || "0").substring(5)) || 0)).length;
-        return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, '该季度暂无数据');
-      }
-
-      // 总视图
+        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>`);
+      });
+      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" style="appearance:none;-webkit-appearance:none;-moz-appearance:none;outline:none;background-image:none;padding-right:4px">${monthOpts}</select></label></div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold align-middle">项目名称</th><th class="p-2 text-center font-semibold align-middle">类型</th><th class="p-2 text-center font-semibold align-middle">状态</th><th class="p-2 text-center font-semibold align-middle text-blue-600">已确收</th><th class="p-2 text-center font-semibold align-middle text-amber-600">已回款</th><th class="p-2 text-center font-semibold align-middle">回款差额</th><th class="p-2 text-center font-semibold align-middle text-rose-600">应付</th><th class="p-2 text-center font-semibold align-middle text-purple-600">已付</th><th class="p-2 text-center font-semibold align-middle">应付差额</th><th class="p-2 text-center font-semibold align-middle text-slate-700">现金流</th></tr></thead><tbody>${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");
+    })() : (() => {
       const calcTotals = (pf) => {
         let budget = []; try { budget = JSON.parse(pf.budget_data || "[]"); } catch (e) {}
-        let expense = []; try { expense = JSON.parse(pf.expense_data || "[]"); } catch (e) {}
-        let rev = 0, payment = 0, gross = 0;
-        budget.forEach(b => { rev += parseFloat(b.rev || 0) || 0; gross += parseFloat(b.gross || 0) || 0; payment += parseFloat(b.payment || 0) || 0; });
-        let cost = 0, paid = 0;
-        expense.forEach(e => { cost += parseFloat(e.cost || 0) || 0; paid += parseFloat(e.paid || 0) || 0; });
-        return { rev: Math.round(rev), payment: Math.round(payment), cost: Math.round(cost), paid: Math.round(paid), gross: Math.round(gross) };
+        let rev = 0, payment = 0, cost = 0;
+        budget.forEach(b => { rev += parseFloat(b.rev||0)||0; payment += parseFloat(b.payment||0)||0; cost += parseFloat(b.cost||0)||0; });
+        const paid = parseFloat(pf.total_paid) || 0;
+        return { rev: Math.round(rev), payment: Math.round(payment), cost: Math.round(cost), paid: Math.round(paid) };
       };
       const allPfs = pfs.filter(x => x.status === state.finFilter);
-      let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
-      const rows = [];
-      allPfs.forEach(pf => {
-        const t = calcTotals(pf);
-        sumRev += t.rev; sumPay += t.payment; sumCost += t.cost; sumPaid += t.paid; sumGross += t.gross;
-        rows.push(isUnsigned ? tdRowUnsigned(pf, t.cost, t.gross) : tdRow(pf, t.rev, t.payment, t.cost, t.paid, t.gross));
-      });
-      const signTotal = Math.round(allPfs.reduce((a, p) => a + (p.sign_amount || 0), 0));
-      const signCnt = allPfs.filter(x => x.status === "已签约").length;
-      return renderView(rows, sumRev, sumPay, sumCost, sumPaid, sumGross, signTotal, signCnt, '暂无数据');
+      let sumRev=0, sumPay=0, sumCost=0, sumPaid=0;
+      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");
     })()}
   </div>`;
   if (window.lucide) window.lucide.createIcons();
@@ -424,92 +249,64 @@ window.openFinanceModal = () => {
   if (dept) dept.value = state.tenant;
   const pfIdInput = form.querySelector('[name="pf_id"]');
   if (!pfIdInput || !pfIdInput.value) {
-    initRevpayTable(null);
-    initCostTable(null);
+    initBudgetTable(null);
     initTaskTable(null);
     document.querySelector("#financeDeleteBtn").classList.add("hidden");
   }
   modal.classList.remove("hidden");
 };
 
-window.addRevpayRow = (month = '', rev = '', gross = '', payment = '', rev_note = '') => {
-  const tbody = document.querySelector("#revpayTbody");
+window.addBudgetRow = (month = '', rev = '', gross = '', payment = '', cost = '', paid = '') => {
+  const tbody = document.querySelector("#budgetTbody");
   if (!tbody) return;
   const row = document.createElement("tr");
-  row.innerHTML = `<td><select name="budget_month[]" class="form-ctrl form-ctrl-sm w-full" style="min-width:140px" onchange="updateRevpaySummary()">${monthOptions(month)}</select></td>
-    <td><input name="budget_rev[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${rev}" oninput="updateRevpaySummary()"></td>
-    <td><input name="budget_gross[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${gross}" oninput="updateRevpaySummary()"></td>
-    <td><input name="budget_payment[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${payment}" oninput="updateRevpaySummary()"></td>
-    <td><input name="budget_rev_note[]" class="form-ctrl form-ctrl-sm w-full" placeholder="备注" value="${rev_note}"></td>
-    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove();updateRevpaySummary()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
+  row.innerHTML = `<td><select name="budget_month[]" class="form-ctrl form-ctrl-sm w-full" style="min-width:140px" onchange="updateBudgetSummary()">${monthOptions(month)}</select></td>
+    <td><input name="budget_rev[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${rev}" oninput="updateBudgetSummary()"></td>
+    <td><input name="budget_gross[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${gross}" oninput="updateBudgetSummary()"></td>
+    <td><input name="budget_payment[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${payment}" oninput="updateBudgetSummary()"></td>
+    <td><input name="budget_cost[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${cost}" oninput="updateBudgetSummary()"></td>
+    <td><input name="budget_paid[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${paid}" oninput="updateBudgetSummary()"></td>
+    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove();updateBudgetSummary()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
   tbody.appendChild(row);
   if (window.lucide) window.lucide.createIcons();
 };
 
-window.addCostRow = (month = '', expense_type = '', cost = '', paid = '', exp_note = '') => {
-  const tbody = document.querySelector("#costTbody");
-  if (!tbody) return;
-  const row = document.createElement("tr");
-  row.innerHTML = `<td><select name="expense_month[]" class="form-ctrl form-ctrl-sm w-full" style="min-width:140px" onchange="updateCostSummary()">${monthOptions(month)}</select></td>
-    <td><input name="expense_type[]" class="form-ctrl form-ctrl-sm w-full" placeholder="费用类型" value="${expense_type}"></td>
-    <td><input name="expense_cost[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${cost}" oninput="updateCostSummary()"></td>
-    <td><input name="expense_paid[]" type="number" step="0.01" class="form-ctrl form-ctrl-sm w-full text-right" placeholder="0" value="${paid}" oninput="updateCostSummary()"></td>
-    <td><input name="expense_note[]" class="form-ctrl form-ctrl-sm w-full" placeholder="备注" value="${exp_note}"></td>
-    <td><button type="button" class="btn btn-ghost btn-sm text-red-500 p-0 w-6 h-6" onclick="this.closest('tr').remove();updateCostSummary()"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></td>`;
-  tbody.appendChild(row);
-  if (window.lucide) window.lucide.createIcons();
-};
-
-window.updateRevpaySummary = () => {
-  const revEl = document.querySelector("#revpayTotalRev");
-  const grossEl = document.querySelector("#revpayTotalGross");
-  const paymentEl = document.querySelector("#revpayTotalPayment");
-  if (!revEl || !paymentEl) return;
+window.updateBudgetSummary = () => {
+  const revEl = document.querySelector("#budgetTotalRev");
+  const grossEl = document.querySelector("#budgetTotalGross");
+  const paymentEl = document.querySelector("#budgetTotalPayment");
+  const costEl = document.querySelector("#budgetTotalCost");
+  const paidEl = document.querySelector("#budgetTotalPaid");
+  if (!revEl || !grossEl) return;
   const revInputs = document.querySelectorAll('[name="budget_rev[]"]');
   const grossInputs = document.querySelectorAll('[name="budget_gross[]"]');
   const paymentInputs = document.querySelectorAll('[name="budget_payment[]"]');
-  let totalRev = 0, totalGross = 0, totalPayment = 0;
+  const costInputs = document.querySelectorAll('[name="budget_cost[]"]');
+  const paidInputs = document.querySelectorAll('[name="budget_paid[]"]');
+  let totalRev = 0, totalGross = 0, totalPayment = 0, totalCost = 0, totalPaid = 0;
   revInputs.forEach(el => { totalRev += parseFloat(el.value) || 0; });
   grossInputs.forEach(el => { totalGross += parseFloat(el.value) || 0; });
   paymentInputs.forEach(el => { totalPayment += parseFloat(el.value) || 0; });
-  revEl.textContent = money(totalRev);
-  if (grossEl) grossEl.textContent = money(totalGross);
-  paymentEl.textContent = money(totalPayment);
-};
-
-window.updateCostSummary = () => {
-  const costEl = document.querySelector("#costTotalCost");
-  const paidEl = document.querySelector("#costTotalPaid");
-  if (!costEl || !paidEl) return;
-  const costInputs = document.querySelectorAll('[name="expense_cost[]"]');
-  const paidInputs = document.querySelectorAll('[name="expense_paid[]"]');
-  let totalCost = 0, totalPaid = 0;
   costInputs.forEach(el => { totalCost += parseFloat(el.value) || 0; });
   paidInputs.forEach(el => { totalPaid += parseFloat(el.value) || 0; });
-  costEl.textContent = money(totalCost);
-  paidEl.textContent = money(totalPaid);
+  revEl.textContent = money(totalRev);
+  grossEl.textContent = money(totalGross);
+  if (paymentEl) paymentEl.textContent = money(totalPayment);
+  if (costEl) costEl.textContent = money(totalCost);
+  if (paidEl) paidEl.textContent = money(totalPaid);
 };
 
-window.initRevpayTable = (budgetData) => {
-  const tbody = document.querySelector("#revpayTbody");
+window.initBudgetTable = (budgetData) => {
+  const tbody = document.querySelector("#budgetTbody");
   if (!tbody) return;
   tbody.innerHTML = "";
   const rows = budgetData || [];
-  rows.forEach(r => addRevpayRow(r.month || '', r.rev || '', r.gross || '', r.payment || '', r.rev_note || ''));
-  setTimeout(() => updateRevpaySummary(), 50);
-};
-
-window.initCostTable = (expenseData) => {
-  const tbody = document.querySelector("#costTbody");
-  if (!tbody) return;
-  tbody.innerHTML = "";
-  const rows = expenseData || [];
-  rows.forEach(r => addCostRow(r.month || '', r.expense_type || '', r.cost || '', r.paid || '', r.exp_note || ''));
-  setTimeout(() => updateCostSummary(), 50);
+  rows.forEach(r => addBudgetRow(r.month || '', r.rev || '', r.gross || '', r.payment || '', r.cost || '', r.paid || ''));
+  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"];
+const TASK_TYPES = ["科普视频", "科普专访", "科普文章"];
 
 function taskMonthOptions(selected) {
   const now = new Date();
@@ -527,12 +324,8 @@ window.addTaskRow = (taskMonth = '', taskType = '', taskCount = '', executedCoun
   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><select name="task_type[]" class="form-ctrl form-ctrl-sm w-full" onchange="updateTaskDiff(this)"><option value="">选择</option>${TASK_TYPES.map(t => `<option ${t === taskType ? 'selected' : ''}>${t}</option>`).join("")}</select></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>
@@ -572,14 +365,6 @@ function updateRowCalc(row) {
   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;
@@ -588,21 +373,6 @@ window.initTaskTable = (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");
@@ -638,65 +408,8 @@ window.editPfSignMonth = (event, pfId) => {
 window.switchFinanceTab = (tab) => {
   document.querySelectorAll(".finance-tab").forEach(b => b.classList.toggle("active", b.dataset.tab === tab));
   document.querySelector("#financeTabInfo").classList.toggle("hidden", tab !== "info");
-  document.querySelector("#financeTabRevpay").classList.toggle("hidden", tab !== "revpay");
-  document.querySelector("#financeTabCost").classList.toggle("hidden", tab !== "cost");
-  document.querySelector("#financeTabExec").classList.toggle("hidden", tab !== "exec");
+  document.querySelector("#financeTabBudget").classList.toggle("hidden", tab !== "budget");
   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) => {
@@ -709,17 +422,7 @@ 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 || "";
-  // 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="business_type"]').value = pf.business_type || "";
   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);
@@ -739,20 +442,13 @@ window.openPfEditModal = (pfId) => {
   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 = []; }
-  initRevpayTable(budgetData.length ? budgetData : null);
-  let expenseData = [];
-  try { expenseData = JSON.parse(pf.expense_data || "[]"); } catch (e) { expenseData = []; }
-  initCostTable(expenseData.length ? expenseData : null);
+  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();
 };
 
@@ -760,9 +456,6 @@ 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; }
@@ -775,50 +468,31 @@ window.createFinance = async (event) => {
   const revs = form.querySelectorAll('[name="budget_rev[]"]');
   const grosses = form.querySelectorAll('[name="budget_gross[]"]');
   const payments = form.querySelectorAll('[name="budget_payment[]"]');
-  const revNotes = form.querySelectorAll('[name="budget_rev_note[]"]');
+  const costs = form.querySelectorAll('[name="budget_cost[]"]');
+  const paids = form.querySelectorAll('[name="budget_paid[]"]');
   const budgetRows = [];
-  let totalRev = 0, totalGross = 0, totalPayment = 0;
+  let totalRev = 0, totalGross = 0, totalPaidFromBudget = 0;
   for (let i = 0; i < months.length; i++) {
     const m = months[i].value.trim();
     if (!m) continue;
     const rev = parseFloat(revs[i].value) || 0;
     const gross = parseFloat(grosses[i].value) || 0;
     const payment = parseFloat(payments[i].value) || 0;
-    const rev_note = (revNotes[i] ? revNotes[i].value : '') || '';
-    budgetRows.push({ month: m, rev, gross, payment, rev_note });
+    const cost = parseFloat(costs[i].value) || 0;
+    const paid = parseFloat(paids[i].value) || 0;
+    budgetRows.push({ month: m, rev, gross, payment, cost, paid });
     totalRev += rev;
     totalGross += gross;
-    totalPayment += payment;
+    totalPaidFromBudget += paid;
   }
   data.budget_data = JSON.stringify(budgetRows);
   data.total_rev = totalRev;
   data.total_gross = totalGross;
+  data.total_paid = totalPaidFromBudget;
+  let totalPayment = 0, totalCost = 0;
+  for (const r of budgetRows) { totalPayment += r.payment; totalCost += r.cost; }
   data.total_payment = totalPayment;
-
-  // 费用明细数据
-  const expMonths = form.querySelectorAll('[name="expense_month[]"]');
-  const expTypes = form.querySelectorAll('[name="expense_type[]"]');
-  const expCosts = form.querySelectorAll('[name="expense_cost[]"]');
-  const expPaids = form.querySelectorAll('[name="expense_paid[]"]');
-  const expNotes = form.querySelectorAll('[name="expense_note[]"]');
-  const expenseRows = [];
-  let totalCost = 0, totalPaid = 0;
-  for (let i = 0; i < expMonths.length; i++) {
-    const m = expMonths[i].value.trim();
-    if (!m) continue;
-    const expense_type = (expTypes[i] ? expTypes[i].value : '') || '';
-    const cost = parseFloat(expCosts[i].value) || 0;
-    const paid = parseFloat(expPaids[i].value) || 0;
-    const exp_note = (expNotes[i] ? expNotes[i].value : '') || '';
-    expenseRows.push({ month: m, expense_type, cost, paid, exp_note });
-    totalCost += cost;
-    totalPaid += paid;
-  }
-  data.expense_data = JSON.stringify(expenseRows);
-  data.total_paid = totalPaid;
   data.total_cost = totalCost;
-  for (const r of budgetRows) { totalPayment += r.payment; }
-  data.total_payment = totalPayment;
   // 收集任务管理数据
   const taskTypeInputs = form.querySelectorAll('[name="task_type[]"]');
   const taskCountInputs = form.querySelectorAll('[name="task_count[]"]');

static/modules/home.js

@@ -4,176 +4,47 @@ function renderHome() {
   const { summary, financeMonthly } = state.data;
   const m = summary.metrics;
   const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")} 元`;
-  // 回款提醒
-  const yrRev = m.revenue_annual || 0, yrPay = m.payment_annual || 0, yrUnpaid = yrRev - yrPay;
-  const yrPayRate = yrRev > 0 ? Math.round(yrPay / yrRev * 100) : 0;
-  const yrUnpaidWan = Math.round(Math.abs(yrUnpaid) / 10000);
-  const payRateCls = yrPayRate < 30 ? 'text-red-600' : yrPayRate < 80 ? 'text-amber-600' : 'text-green-600';
-  const unpaidLabel = yrUnpaid >= 0
-    ? '你还有 <strong class=\"text-red-600\">' + yrUnpaidWan + '万</strong> 未回款'
-    : '超额回款 <strong class=\"text-green-600\">' + yrUnpaidWan + '万</strong>';
-  const payReminder = yrRev > 0 ? '<div class=\"flex items-center gap-3 px-4 py-3 rounded-lg border\" style=\"background:linear-gradient(135deg,#fef3c7,#fde68a);border-color:#f59e0b\">' +
-    '<i data-lucide=\"bell-ring\" class=\"text-amber-600 flex-shrink-0\" style=\"width:18px;height:18px\"></i>' +
-    '<span class=\"text-sm text-amber-900\"><strong>回款提醒：</strong>本年度确收 <strong>' + moneyInt(yrRev) + '</strong>，回款 <strong>' + moneyInt(yrPay) + '</strong>，' + unpaidLabel + '，当前回款率：<strong class=\"' + payRateCls + '\">' + yrPayRate + '%</strong></span>' +
-    '</div>' : '';
   const rows1 = [
     ["年度累计", moneyInt(m.signed_annual || m.signed_amount)],
-    ["本季度累计", moneyInt(m.signed_q2 || 0)],
-    ["本月累计", moneyInt(m.signed_month || 0)],
-    ["上本季度累计", moneyInt(m.signed_prev_q || 0)],
-    ["上月累计", moneyInt(m.signed_prev_month || 0)],
+    ["季度累计", moneyInt(m.signed_q2 || 0)],
+    ["本月新增", moneyInt(m.signed_month || 0)],
   ];
   const rows2 = [
     ["年度累计", moneyInt(m.revenue_annual)],
-    ["本季度累计", moneyInt(m.revenue_q2)],
-    ["本月累计", moneyInt(m.monthly_revenue)],
-    ["上本季度累计", moneyInt(m.revenue_prev_q || 0)],
-    ["上月累计", moneyInt(m.revenue_prev_month || 0)],
+    ["季度累计", moneyInt(m.revenue_q2)],
+    ["本月新增", moneyInt(m.monthly_revenue)],
   ];
   const rows3 = [
     ["年度累计", moneyInt(m.gross_annual)],
-    ["本季度累计", moneyInt(m.gross_q2)],
-    ["本月累计", moneyInt(m.monthly_net_profit)],
-    ["上本季度累计", moneyInt(m.gross_prev_q || 0)],
-    ["上月累计", moneyInt(m.gross_prev_month || 0)],
+    ["季度累计", moneyInt(m.gross_q2)],
+    ["本月新增", moneyInt(m.monthly_net_profit)],
   ];
   const rows4 = [
     ["年度累计", moneyInt(m.payment_annual || 0)],
-    ["本季度累计", moneyInt(m.payment_q2 || 0)],
-    ["本月累计", moneyInt(m.payment_month || 0)],
-    ["上本季度累计", moneyInt(m.payment_prev_q || 0)],
-    ["上月累计", moneyInt(m.payment_prev_month || 0)],
+    ["季度累计", moneyInt(m.payment_q2 || 0)],
+    ["本月新增", moneyInt(m.payment_month || 0)],
   ];
   const rows5 = [
     ["年度累计", moneyInt(m.cost_annual || 0)],
-    ["本季度累计", moneyInt(m.cost_q2 || 0)],
-    ["本月累计", moneyInt(m.cost_month || 0)],
-    ["上本季度累计", moneyInt(m.cost_prev_q || 0)],
-    ["上月累计", moneyInt(m.cost_prev_month || 0)],
+    ["季度累计", moneyInt(m.cost_q2 || 0)],
+    ["本月新增", moneyInt(m.cost_month || 0)],
   ];
-  const rows7 = [
-    ["年度累计", moneyInt(m.paid_annual || 0)],
-    ["本季度累计", moneyInt(m.paid_q2 || 0)],
-    ["本月累计", moneyInt(m.paid_month || 0)],
-    ["上本季度累计", moneyInt(m.paid_prev_q || 0)],
-    ["上月累计", moneyInt(m.paid_prev_month || 0)],
-  ];
-  const rowsProjExpense = [
-    ["年度累计", moneyInt(m.proj_expense_annual || 0)],
-    ["本季度累计", moneyInt(m.proj_expense_q2 || 0)],
-    ["本月累计", moneyInt(m.proj_expense_month || 0)],
-    ["上本季度累计", moneyInt(m.proj_expense_prev_q || 0)],
-    ["上月累计", moneyInt(m.proj_expense_prev_month || 0)],
-  ];
-  const rows8 = [
-    ["年度累计", moneyInt(m.cashflow_annual || 0)],
-    ["本季度累计", moneyInt(m.cashflow_q2 || 0)],
-    ["本月累计", moneyInt(m.cashflow_month || 0)],
-    ["上本季度累计", moneyInt(m.cashflow_prev_q || 0)],
-    ["上月累计", moneyInt(m.cashflow_prev_month || 0)],
-  ];
-  const rows9 = [
-    ["年度累计", moneyInt(m.profit_annual || 0)],
-    ["本季度累计", moneyInt(m.profit_q2 || 0)],
-    ["本月累计", moneyInt(m.profit_month || 0)],
-    ["上本季度累计", moneyInt(m.profit_prev_q || 0)],
-    ["上月累计", moneyInt(m.profit_prev_month || 0)],
-  ];
-  const qoq = (cur, prev) => {
-    if (!prev) return '<span class="text-slate-300">—</span>';
-    const pct = Math.round((cur - prev) / prev * 100);
-    const cls = pct >= 0 ? 'text-green-600' : 'text-red-600';
-    const sign = pct >= 0 ? '+' : '';
-    return '<span class="' + cls + '">' + sign + pct + '%</span>';
-  };
-  const COLORS = ['text-slate-700','text-blue-600','text-green-600','text-rose-600','text-indigo-600','text-amber-600','text-purple-600','text-cyan-600'];
-  const LABELS = ['合同金额','确收金额','确收毛利','成本','项目利润','回款金额','已付','现金流'];
-  const Q_FIELDS = [m.signed_q2||0, m.revenue_q2, m.gross_q2, m.cost_q2||0, m.profit_q2||0, m.payment_q2||0, m.paid_q2||0, m.cashflow_q2||0];
-  const Q_PREV = [m.signed_prev_q||0, m.revenue_prev_q||0, m.gross_prev_q||0, m.cost_prev_q||0, m.profit_prev_q||0, m.payment_prev_q||0, m.paid_prev_q||0, m.cashflow_prev_q||0];
-  const M_FIELDS = [m.signed_month||0, m.monthly_revenue, m.monthly_net_profit, m.cost_month||0, m.profit_month||0, m.payment_month||0, m.paid_month||0, m.cashflow_month||0];
-  const M_PREV = [m.signed_prev_month||0, m.revenue_prev_month||0, m.gross_prev_month||0, m.cost_prev_month||0, m.profit_prev_month||0, m.payment_prev_month||0, m.paid_prev_month||0, m.cashflow_prev_month||0];
-  const ROWS = [rows1, rows2, rows3, rows5, rows9, rows4, rows7, rows8];
-  // 现金流和项目利润的原始值数组，用于正负着色
-  const CF_RAW = [m.cashflow_annual||0, m.cashflow_q2||0, m.cashflow_month||0, m.cashflow_prev_q||0, m.cashflow_prev_month||0];
-  const PF_RAW = [m.profit_annual||0, m.profit_q2||0, m.profit_month||0, m.profit_prev_q||0, m.profit_prev_month||0];
-  var valCls = function(ri) { return (ri === 4 || ri === 7) ? '' : 'text-slate-800'; };
-  var tdVal = function(ri, col, val) {
-    if (ri === 4) return '<td class="py-2 text-right font-semibold ' + (PF_RAW[col] >= 0 ? 'text-green-600' : 'text-red-600') + '">' + val + '</td>';
-    if (ri === 7) return '<td class="py-2 text-right font-semibold ' + (CF_RAW[col] >= 0 ? 'text-green-600' : 'text-red-600') + '">' + val + '</td>';
-    return '<td class="py-2 text-right font-semibold text-slate-800">' + val + '</td>';
-  };
-  var thead = '<tr class="border-b border-slate-200"><th class="py-2 text-left text-slate-500">指标</th><th class="py-2 text-right font-semibold text-slate-700">年度累计</th><th class="py-2 text-right font-semibold text-slate-700">上季度累计</th><th class="py-2 text-right font-semibold text-slate-700">上月累计</th><th class="py-2 text-right font-semibold text-slate-700">本季度累计</th><th class="py-2 text-right font-semibold text-slate-400">季环比</th><th class="py-2 text-right font-semibold text-slate-700">本月累计</th><th class="py-2 text-right font-semibold text-slate-400">月环比</th></tr>';
-  var tbody = '';
-  for (var ri = 0; ri < 8; ri++) {
-    var vals = ROWS[ri];
-    tbody += '<tr class="border-b border-slate-100 last:border-0"><td class="py-2 text-left font-semibold text-slate-700">' + LABELS[ri] + '</td>' +
-      tdVal(ri, 0, vals[0][1]) +
-      tdVal(ri, 3, vals[3][1]) +
-      tdVal(ri, 4, vals[4][1]) +
-      tdVal(ri, 1, vals[1][1]) +
-      '<td class="py-2 text-right">' + qoq(Q_FIELDS[ri], Q_PREV[ri]) + '</td>' +
-      tdVal(ri, 2, vals[2][1]) +
-      '<td class="py-2 text-right">' + qoq(M_FIELDS[ri], M_PREV[ri]) + '</td></tr>';
-  }
+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");
   document.querySelector("#home").innerHTML = `
     <div class="grid gap-5">
       ${state.tenant === "总工作台" ? "" : `<div class="grid grid-cols-4 gap-3">
         ${[
-          ["项目管理", m.total_projects, "finance"],
+          ["经营管理", m.total_projects, "finance"],
           ["重点工作与台账", m.total_proposals, "projects"],
           ["业务方案", m.total_products, "proposals"],
           ["产品迭代", m.upcoming_products, "products"],
         ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
       </div>`}
-      ${payReminder}
-      ${(() => {
-          var d = [
-            ['项目毛利', [m.profit_annual||0, m.profit_q2||0, m.profit_month||0, m.profit_prev_q||0, m.profit_prev_month||0],
-              [m.profit_q2||0,m.profit_prev_q||0], [m.profit_month||0,m.profit_prev_month||0]],
-            ['部门费用', [m.expense_annual||0, m.expense_q2||0, (m.expense_month||0), m.expense_prev_q||0, m.expense_prev_month||0],
-              [m.expense_q2||0,m.expense_prev_q||0], [(m.expense_month||0),m.expense_prev_month||0]],
-            ['部门净利', [
-              (m.profit_annual||0)-(m.expense_annual||0), (m.profit_q2||0)-(m.expense_q2||0), (m.profit_month||0)-(m.expense_month||0),
-              (m.profit_prev_q||0)-(m.expense_prev_q||0), (m.profit_prev_month||0)-(m.expense_prev_month||0)
-            ], [
-              (m.profit_q2||0)-(m.expense_q2||0), (m.profit_prev_q||0)-(m.expense_prev_q||0)
-            ], [
-              (m.profit_month||0)-(m.expense_month||0), (m.profit_prev_month||0)-(m.expense_prev_month||0)
-            ]],
-            ['项目现金流', [m.cashflow_annual||0, m.cashflow_q2||0, m.cashflow_month||0, m.cashflow_prev_q||0, m.cashflow_prev_month||0],
-              [m.cashflow_q2||0,m.cashflow_prev_q||0], [m.cashflow_month||0,m.cashflow_prev_month||0]],
-            ['部门费用流出', [m.expense_paid_annual||0, m.expense_paid_q2||0, m.expense_paid_month||0, m.expense_paid_prev_q||0, m.expense_paid_prev_month||0],
-              [m.expense_paid_q2||0,m.expense_paid_prev_q||0], [m.expense_paid_month||0,m.expense_paid_prev_month||0]],
-            ['部门现金流', [m.dept_cf_annual||0, m.dept_cf_q2||0, m.dept_cf_month||0, m.dept_cf_prev_q||0, m.dept_cf_prev_month||0],
-              [m.dept_cf_q2||0,m.dept_cf_prev_q||0], [m.dept_cf_month||0,m.dept_cf_prev_month||0]]
-          ];
-          var buildDeptTable = function(title, dataRows) {
-            var h = '';
-            for (var di = 0; di < dataRows.length; di++) {
-              var r = dataRows[di];
-              var rawNet = r[1][0];
-              var isNet = r[0] === '部门净利' || r[0] === '部门现金流';
-              var isCF = r[0] === '项目现金流';
-              var cls = isNet ? (rawNet >= 0 ? 'text-green-600' : 'text-red-600') : isCF ? (rawNet >= 0 ? 'text-green-600' : 'text-red-600') : 'text-slate-800';
-              h += '<tr class="border-b border-slate-100 last:border-0"><td class="py-2 text-left font-semibold text-slate-700">' + r[0] + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][0]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][3]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][4]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][1]) + '</td>' +
-                '<td class="py-2 text-right">' + qoq(r[2][0], r[2][1]) + '</td>' +
-                '<td class="py-2 text-right font-semibold ' + cls + '">' + moneyInt(r[1][2]) + '</td>' +
-                '<td class="py-2 text-right">' + qoq(r[3][0], r[3][1]) + '</td></tr>';
-            }
-            return card('<h3 class="text-sm font-bold text-slate-700 mb-3">' + title + '</h3><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="border-b border-slate-200"><th class="py-2 text-left text-slate-500">指标</th><th class="py-2 text-right font-semibold text-slate-700">年度累计</th><th class="py-2 text-right font-semibold text-slate-700">上季度累计</th><th class="py-2 text-right font-semibold text-slate-700">上月累计</th><th class="py-2 text-right font-semibold text-slate-700">本季度累计</th><th class="py-2 text-right font-semibold text-slate-400">季环比</th><th class="py-2 text-right font-semibold text-slate-700">本月累计</th><th class="py-2 text-right font-semibold text-slate-400">月环比</th></tr></thead><tbody>' + h + '</tbody></table></div>', 'p-4');
-          };
-          return buildDeptTable('部门经营情况', d.slice(0, 3)) + buildDeptTable('部门现金流', d.slice(3, 6));
-        })()}
-      ${card(`<h3 class="text-sm font-bold text-slate-700">业务（项目）财务概览</h3><p class="text-xs text-slate-400 mb-3">合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流</p><div class="overflow-x-auto"><table class="w-full text-sm"><thead>${thead}</thead><tbody>${tbody}</tbody></table></div>`, "p-4")}
-      <div class="grid grid-cols-4 gap-5">
+      <div class="grid grid-cols-5 gap-5">${tblCard("合同金额", rows1)}${tblCard("确收金额", rows2)}${tblCard("确收毛利", rows3)}${tblCard("回款金额", rows4)}${tblCard("费用金额", rows5)}</div>
+      <div class="grid grid-cols-3 gap-5">
         ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartSign"></canvas></div>`, "p-4")}
         ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartRev"></canvas></div>`, "p-4")}
-        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与已付</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartCash"></canvas></div>`, "p-4")}
-        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度项目利润</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartProfit"></canvas></div>`, "p-4")}
+        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与费用</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartCash"></canvas></div>`, "p-4")}
       </div>
       ${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${summary.recent.map((r) => `<div class="flex items-start justify-between rounded-md bg-slate-50 px-3 py-2 text-sm group"><span class="break-words">${r.content}</span><div class="flex items-center gap-2 flex-shrink-0 ml-2"><span class="text-xs text-slate-400">${r.followed_at}</span><button class="btn btn-ghost btn-sm text-red-400 opacity-0 group-hover:opacity-100 p-0 w-5 h-5" onclick="event.preventDefault();deleteActivity(${r.id})" title="删除动态"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></div></div>`).join("")}</div>`, "p-5")}
     </div>
@@ -227,28 +98,15 @@ function renderCharts(data) {
     });
   }
 
-  // 图3：月度回款与已付
+  // 图3：月度回款与费用
   const c3 = document.querySelector("#chartCash");
   if (c3 && window.Chart) {
     if (state.chart3) state.chart3.destroy();
     state.chart3 = new Chart(c3, {
-      type: "line",
+      type: "bar",
       data: { labels, datasets: [
-        { label: "回款", data: data.map((x) => x.payment || 0), borderColor: "#d97706", backgroundColor: "rgba(217,119,6,0.06)", fill: true, tension: 0.3 },
-        { label: "已付", data: data.map((x) => x.cost || 0), borderColor: "#7c3aed", backgroundColor: "rgba(124,58,237,0.06)", fill: true, tension: 0.3 },
-      ]},
-      options: baseOpts,
-    });
-  }
-
-  // 图4：月度项目利润
-  const c4 = document.querySelector("#chartProfit");
-  if (c4 && window.Chart) {
-    if (state.chart4) state.chart4.destroy();
-    state.chart4 = new Chart(c4, {
-      type: "line",
-      data: { labels, datasets: [
-        { label: "利润", data: data.map((x) => (x.gross || 0)), borderColor: "#6366f1", backgroundColor: "rgba(99,102,241,0.06)", fill: true, tension: 0.3 },
+        { label: "回款", data: data.map((x) => x.payment || 0), backgroundColor: "#d97706", borderRadius: 4 },
+        { label: "费用", data: data.map((x) => x.cost || 0), backgroundColor: "#ef4444", borderRadius: 4 },
       ]},
       options: baseOpts,
     });

static/modules/operations.js

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

static/modules/performance.js

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

static/modules/products.js

@@ -187,13 +187,8 @@ function renderProducts() {
     return productSort.dir > 0 ? '<i data-lucide="chevron-up" style="width:12px;height:12px"></i>' : '<i data-lucide="chevron-down" style="width:12px;height:12px"></i>';
   };
   const sortTh = (f, label, extra='') => `<th class="px-3 py-2.5 font-semibold align-middle whitespace-nowrap cursor-pointer hover:text-blue-600 select-none" onclick="sortProducts('${f}')"><span class="inline-flex items-center gap-1">${label}${sortIcon(f)}</span>${extra}</th>`;
-  const tab = state.productTab || 'version';
-  const tabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0"><button onclick="switchProductTab('version')" class="finance-tab${tab==='version'?' active':''}" style="font-size:14px;font-weight:600">版本迭代</button><button onclick="switchProductTab('ops')" class="finance-tab${tab==='ops'?' active':''}" style="font-size:14px;font-weight:600">产品运营</button></div>`;
-
   document.querySelector("#products").innerHTML = `
     <div class="grid gap-4">
-      ${tabs}
-      ${tab === 'version' ? `
       <div class="flex justify-end">
         <button class="btn btn-primary btn-sm" onclick="openProductDrawer()"><i data-lucide="plus"></i>新增产品版本</button>
       </div>
@@ -235,7 +230,6 @@ function renderProducts() {
       </div>
     </div>
     <aside id="productDrawer" class="task-drawer"></aside>
-      ` : `<section class="card p-6 max-w-4xl"><p class="text-slate-700 leading-relaxed mb-4"><strong>和内部联动，真正快速做实交付很重要</strong></p><ol class="list-decimal list-inside space-y-3 text-slate-600 leading-relaxed"><li>门店的大屏幕，要上，一个视频拍摄出来，然后在几百家门店同步轮巡播放，还是很震撼的</li><li>拍摄的内容，按病种整理成不同的专区，然后以 H5 或者小程序的形式，在门店科普教育，患者群，企业微信推送下去</li><li>同理，在保险的理赔环节，报案环节推送下去，而不是只是挂一个 H5 的专区</li><li>和门店、医生联动，把患者群都建立起来，把群的数量建起来</li><li>用源泉把患者的档案都建立起来，真正的有档案沉淀，AI 推送沉淀</li><li>用 AI + 人工，把随访量也都弄起来</li><li>对应的运营活动，还有排行版，在有一定量以后，要逐步的做起来，包括科普的排行版，科普的明星医生等等</li></ol><hr class="my-6 border-slate-200"><p class="text-slate-700 font-semibold leading-relaxed">要形成一份专门的报告，真正的证明我们科普和患者管理的价值</p></section>`}
   `;
   if (window.lucide) window.lucide.createIcons();
 }
@@ -348,8 +342,3 @@ window.cyclePriority = async (id) => {
     renderProducts();
   } catch (e) { toast("更新失败：" + e.message, "error"); }
 };
-
-window.switchProductTab = (v) => {
-  state.productTab = v;
-  renderProducts();
-};

static/modules/proposals.js

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

static/modules/utils.js

@@ -9,18 +9,13 @@ const state = {
   selectedProject: null,
   taskQuery: "",
   taskView: localStorage.getItem("opc-task-view") || "detail",
-  finView: "overview",
+  finView: localStorage.getItem("opc-fin-view") || "rev",
   proposalTab: "standard",
   chart: null,
   chart2: null,
   chart3: null,
-  chart4: null,
   productPlatform: "all",
   uploadTasks: [],
-  expenseFilter: "全部",
-  expenseView: "total",
-  expenseMonth: "",
-  expenseQuarter: "",
 };
 
 const money = (value) => `${Number(value || 0).toLocaleString("zh-CN")} 元`;
@@ -130,12 +125,6 @@ function switchTab(tab) {
   localStorage.setItem("opc-active-tab", tab);
   document.querySelectorAll(".sidebar-tab").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === tab));
   document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === tab));
-
-  // 更新顶部标题
-  const titles = { home: 'OPC 工作台', finance: '业务管理', projects: '重点工作台账', proposals: '业务方案', products: '版本与运营', performance: '季度绩效考核' };
-  const titleEl = document.querySelector('#workspaceTitle');
-  if (titleEl) titleEl.textContent = titles[tab] || state.tenant + ' OPC 工作台';
-
   render();
 }
 
@@ -157,7 +146,6 @@ function render() {
   renderProjects();
   renderProposals();
   renderProducts();
-  renderPerformance();
   renderFinance();
   if (window.lucide) window.lucide.createIcons();
 }
@@ -169,7 +157,6 @@ function renderActive() {
   else if (tab === "projects") renderProjects();
   else if (tab === "proposals") renderProposals();
   else if (tab === "products") renderProducts();
-  else if (tab === "performance") renderPerformance();
   else if (tab === "finance") renderFinance();
   if (window.lucide) window.lucide.createIcons();
 }
@@ -196,10 +183,7 @@ window.switchTab = switchTab;
 
 window.setFinView = (view) => {
   state.finView = view;
-  renderFinance();
-};
-window.switchFinFilter = (filter) => {
-  state.finFilter = filter;
+  localStorage.setItem("opc-fin-view", view);
   renderFinance();
 };
 window.switchTenant = (tenant) => {

static/styles.css

@@ -1,6 +1,5 @@
 body {
-  min-width: 1400px;
-  overflow-x: auto;
+  min-width: 1180px;
   font-family: Inter, ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, "PingFang SC", "Microsoft YaHei", sans-serif;
 }
 
@@ -95,33 +94,6 @@ 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;

templates/index.html

@@ -49,13 +49,13 @@
             <i data-lucide="home" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">首页</span>
           </div>
-          <div class="sidebar-tab" data-tab="finance" onclick="switchTab('finance')" title="业务">
-            <i data-lucide="folder-open-dot" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">业务</span>
+          <div class="sidebar-tab" data-tab="finance" onclick="switchTab('finance')" title="经营管理">
+            <i data-lucide="briefcase-business" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">财务</span>
           </div>
-          <div class="sidebar-tab" data-tab="projects" onclick="switchTab('projects')" title="Focus">
+          <div class="sidebar-tab" data-tab="projects" onclick="switchTab('projects')" title="重点工作与台账">
             <i data-lucide="file-text" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">Focus</span>
+            <span class="text-[10px] mt-1">台账</span>
           </div>
           <div class="sidebar-tab" data-tab="proposals" onclick="switchTab('proposals')" title="业务方案">
             <i data-lucide="package" style="width:20px;height:20px"></i>
@@ -65,29 +65,18 @@
             <i data-lucide="wallet-cards" style="width:20px;height:20px"></i>
             <span class="text-[10px] mt-1">产品</span>
           </div>
-          <div class="sidebar-tab" data-tab="performance" onclick="switchTab('performance')" title="绩效">
-            <i data-lucide="target" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">绩效</span>
-          </div>
         </div>
       </aside>
       <!-- 主内容区 -->
       <div class="flex-1 min-w-0">
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
-      <div class="flex items-center gap-3 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">v1.0.0.12</span></p>
-          <div class="flex items-center gap-4 mt-1">
+      <div class="flex items-center gap-3">
+        <div>
+          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager</p>
+          <div class="flex items-center gap-3 mt-1">
             <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
-            <div class="hidden sm:flex items-center gap-1.5 bg-gradient-to-r from-blue-50 to-indigo-50 border border-blue-100 rounded-full px-4 py-1.5">
-              <i data-lucide="sparkles" class="text-blue-500" style="width:14px;height:14px"></i>
-              <span class="text-xs text-blue-700 font-medium tracking-wide">真看病，看真病，用学术会议，科普，科研，患者管理，帮助医生与患者提升临床治疗</span>
-            </div>
           </div>
         </div>
-        <button onclick="document.getElementById('opcLetterModal').classList.remove('hidden')" class="ml-auto flex-shrink-0 flex items-center justify-center w-10 h-10 rounded-full bg-blue-50 border border-blue-200 hover:bg-blue-100 transition-colors" title="OPC 来信">
-          <i data-lucide="mail" class="text-blue-500" style="width:18px;height:18px"></i>
-        </button>
       </div>
     </header>
 
@@ -96,8 +85,6 @@
       <section id="projects" class="panel"></section>
       <section id="proposals" class="panel"></section>
       <section id="products" class="panel"></section>
-      <section id="performance" class="panel"></section>
-      <section id="performance" class="panel"></section>
       <section id="finance" class="panel"></section>
     </main>
       </div><!-- 关闭主内容区 -->
@@ -126,47 +113,9 @@
     <script src="{{ url_for('static', filename='modules/projects.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/proposals.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/products.js') }}"></script>
-    <script src="{{ url_for('static', filename='modules/performance.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/finance.js') }}"></script>
-    <script src="{{ url_for('static', filename='modules/expense.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/drawer.js') }}"></script>
     <script src="{{ url_for('static', filename='modules/admin.js') }}"></script>
     <script src="{{ url_for('static', filename='app.js') }}"></script>
-
-    <!-- OPC 来信弹窗 -->
-    <div id="opcLetterModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="this.classList.add('hidden')">
-      <div class="bg-white rounded-2xl shadow-2xl w-full max-w-2xl mx-4 max-h-[85vh] overflow-y-auto" onclick="event.stopPropagation()">
-        <div class="sticky top-0 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between">
-          <h2 class="text-xl font-bold text-slate-800">致所有 OPC 的一封信</h2>
-          <button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="document.getElementById('opcLetterModal').classList.add('hidden')"><i data-lucide="x"></i></button>
-        </div>
-        <div class="p-8 text-slate-700 leading-relaxed" style="background:#fdfcf8;font-family:Georgia,'Times New Roman',serif">
-          <p class="text-slate-500 text-sm mb-6">亲爱的 OPC：</p>
-          <p class="mb-6">对于每一位业务 Owner（OPC），公司和我个人都发自内心地充满了期待：</p>
-          <ul class="list-disc list-inside mb-6 space-y-1.5 text-slate-600">
-            <li>期待每一个人的业务都能够突破</li>
-            <li>期待每一个人都成为自己赛道最璀璨的明星</li>
-            <li>期待每一个人都实现事业上的成功与财务上的自由</li>
-          </ul>
-          <p class="mb-8">所以竭尽所能，把自己对业务管理的每一份理解，都融入这个系统，希望能够助力每一位 OPC 都快速地成长。</p>
-          <hr class="my-6 border-slate-200">
-          <ol class="list-decimal list-inside space-y-4 mb-6 text-sm" style="padding-left:0">
-            <li><strong>财务：</strong>以终为始，用清晰的财务指标，让每个人都清晰地知道自己当下的成绩</li>
-            <li><strong>业务：</strong>将目标转换成不同的项目，每一个项目就是一场战役</li>
-            <li><strong>Focus：</strong>理清工作重点，并把每个重点工作的落地转换成工作清单</li>
-            <li><strong>方案：</strong>如何清晰地和客户描述清楚我们的价值、产品、运营与报价</li>
-            <li><strong>产品：</strong>
-              <ul class="list-disc list-inside ml-4 mt-1 space-y-1 text-slate-500">
-                <li>版本迭代：构建一个数字系统，对业务加杠杆，让业务变得有规模、有流程、有壁垒</li>
-                <li>产品运营：产品在真实场景是否真实地落地，真正地成为可以交付的价值</li>
-              </ul>
-            </li>
-            <li><strong>绩效：</strong>实时评分，了解当前阶段，我们和目标还有什么差距</li>
-          </ol>
-          <hr class="my-6 border-slate-200">
-          <p class="text-right text-sm text-slate-500">—— 与你同行的团队</p>
-        </div>
-      </div>
-    </div>
   </body>
 </html>