refactor: 业务→实际

refactor: 业务去待签约, 计划tab调整
- 业务模块移除待签约tab, 状态只保留已签约 - 计划模块移除项目tab, 待签约→项目计划, 平台费用→平台费用计划 - 计划默认选中项目计划tab - 版本号 v1.0.0.18
2026-07-08 12:23:32 +08:00 · 2026-07-08 12:22:02 +08:00 · 2026-07-08 12:13:06 +08:00 · 2026-07-08 11:42:07 +08:00 · 2026-07-08 11:34:00 +08:00 · 2026-07-07 19:22:08 +08:00
12 changed files with 1565 additions and 62 deletions
--- a/backend/migrations/init.py
+++ b/backend/migrations/init.py
@@ -17,7 +17,7 @@ def run_migrations():
    """
    from migrations.tables import migrate_create_tables
    from migrations.columns import migrate_add_columns
-    from migrations.data_fixes import migrate_fix_task_status, migrate_rename_tenant, migrate_drop_product_fields, migrate_fix_service_fee_standard, migrate_fix_expense_status
+    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, migrate_move_pending_to_plan
    from migrations.data_split import migrate_data_split
    from migrations.seed import migrate_seed_users, migrate_seed_demo_data

@@ -28,6 +28,7 @@ def run_migrations():
    migrate_drop_product_fields()
    migrate_fix_service_fee_standard()
    migrate_fix_expense_status()
+    migrate_move_pending_to_plan()
    migrate_data_split()
    migrate_seed_users()
    migrate_seed_demo_data()
--- a/backend/migrations/data_fixes.py
+++ b/backend/migrations/data_fixes.py
@@ -112,3 +112,31 @@ def migrate_fix_expense_status():
            print(f"[migrate] expense_records: {affected} 条记录 status 修正为 '计入费用'")
    finally:
        conn.close()
+
+
+def migrate_move_pending_to_plan():
+    """迁移业务待签约项目到计划模块（幂等）"""
+    from db import db
+
+    conn = db()
+    try:
+        cur = conn.cursor()
+        # 仅迁移 id 不存在于计划表的待签约项目
+        cur.execute(
+            "INSERT INTO plan_finances "
+            "SELECT * FROM project_finances WHERE status='待签约' "
+            "AND id NOT IN (SELECT id FROM plan_finances)"
+        )
+        moved = cur.rowcount
+        if moved:
+            # 删除已迁移的原记录
+            cur.execute(
+                "DELETE FROM project_finances WHERE status='待签约' "
+                "AND id IN (SELECT id FROM plan_finances)"
+            )
+            deleted = cur.rowcount
+            conn.commit()
+            print(f"[migrate] 待签约项目迁移到计划: {moved} 条 (已删除 {deleted} 条)")
+        cur.close()
+    finally:
+        conn.close()
--- a/backend/migrations/tables.py
+++ b/backend/migrations/tables.py
@@ -158,6 +158,8 @@ def migrate_create_tables():
  created_at VARCHAR(30) NOT NULL DEFAULT '',
  updated_at VARCHAR(30) NOT NULL DEFAULT ''
 )""",
+            """CREATE TABLE IF NOT EXISTS plan_finances LIKE project_finances""",
+            """CREATE TABLE IF NOT EXISTS plan_expense_records LIKE expense_records""",
        ]

        for ddl in tables:
--- a/backend/routes.py
+++ b/backend/routes.py
@@ -25,6 +25,8 @@ TABLES = {
    "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"]),
+    "planFinances": ("plan_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"]),
+    "planExpense": ("plan_expense_records", ["expense_type", "expense_month", "amount", "incurred_amount", "notes", "status", "tenant"]),
 }

 # ---------- 鉴权装饰器 ----------
@@ -92,6 +94,30 @@ def auth_logout():
    return jsonify({"ok": True})


+@bp.route("/api/auth/change-password", methods=["POST"])
+@login_required
+def auth_change_password():
+    data = request.get_json(force=True) or {}
+    old_password = data.get("old_password", "")
+    new_password = data.get("new_password", "")
+    if not old_password or not new_password:
+        return jsonify({"error": "旧密码和新密码不能为空"}), 400
+    if len(new_password) < 6:
+        return jsonify({"error": "新密码至少需要6位"}), 400
+    user_id = session.get("user_id")
+    conn = db()
+    try:
+        user = one(conn, "SELECT * FROM users WHERE id=?", (user_id,))
+        if not user or not check_password_hash(user["password_hash"], old_password):
+            return jsonify({"error": "旧密码错误"}), 401
+        new_hash = generate_password_hash(new_password)
+        _exec(conn, "UPDATE users SET password_hash=? WHERE id=?", (new_hash, user_id))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
@bp.route("/api/auth/me")
 def auth_me():
    if "user_id" not in session:
@@ -402,7 +428,7 @@ 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": [], "expense": [], "planFinances": [], "planExpense": [], "tenant": tenant, "tenants": allowed})

        def q(sql, *args):
            return rows(conn, sql, args)
@@ -414,6 +440,8 @@ def bootstrap():
        tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
        pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
        expense = q("SELECT * FROM expense_records WHERE tenant=? ORDER BY id DESC", tenant)
+        planPfs = q("SELECT * FROM plan_finances WHERE tenant=? ORDER BY id DESC", tenant)
+        planExpense = q("SELECT * FROM plan_expense_records WHERE tenant=? ORDER BY id DESC", tenant)
        signed_pfs = [x for x in pfs if x["status"] == "已签约"]

        def parse_budget(pf):
@@ -626,7 +654,7 @@ def bootstrap():
            "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, "expense": expense, "planFinances": planPfs, "planExpense": planExpense, "tenant": tenant, "tenants": allowed})
    finally:
        conn.close()

--- a/static/modules/admin.js
+++ b/static/modules/admin.js
@@ -166,3 +166,89 @@ window.deleteUser = async (uid, username) => {
    toast("删除失败：" + e.message, "error");
  }
 };
+
+// 修改密码弹窗
+window.openChangePwdModal = () => {
+  const overlay = document.createElement("div");
+  overlay.id = "changePwdOverlay";
+  overlay.className = "fixed inset-0 bg-black/40 z-[9999] flex items-center justify-center p-4";
+  overlay.innerHTML = `
+    <div class="bg-white rounded-xl shadow-2xl w-full max-w-sm">
+      <div class="flex items-center justify-between px-6 py-4 border-b border-slate-200">
+        <h2 class="text-lg font-semibold text-slate-800">修改密码</h2>
+        <button class="text-slate-400 hover:text-slate-700" onclick="closeChangePwdModal()"><i data-lucide="x"></i></button>
+      </div>
+      <form class="p-6 grid gap-4" onsubmit="doChangePwd(event)" novalidate>
+        <label class="block">
+          <span class="text-sm text-slate-500 mb-1 block">旧密码</span>
+          <div class="relative">
+            <input type="password" name="old_password" required class="form-ctrl pr-10" placeholder="输入旧密码">
+            <button type="button" class="absolute right-2 top-1/2 -translate-y-1/2 text-slate-400 hover:text-slate-600 p-1" onclick="togglePwdEye(this)"><i data-lucide="eye-off" style="width:16px;height:16px"></i></button>
+          </div>
+        </label>
+        <label class="block">
+          <span class="text-sm text-slate-500 mb-1 block">新密码</span>
+          <div class="relative">
+            <input type="password" name="new_password" required minlength="6" class="form-ctrl pr-10" placeholder="至少6位">
+            <button type="button" class="absolute right-2 top-1/2 -translate-y-1/2 text-slate-400 hover:text-slate-600 p-1" onclick="togglePwdEye(this)"><i data-lucide="eye-off" style="width:16px;height:16px"></i></button>
+          </div>
+        </label>
+        <label class="block">
+          <span class="text-sm text-slate-500 mb-1 block">确认新密码</span>
+          <div class="relative">
+            <input type="password" name="confirm_password" required minlength="6" class="form-ctrl pr-10" placeholder="再次输入新密码">
+            <button type="button" class="absolute right-2 top-1/2 -translate-y-1/2 text-slate-400 hover:text-slate-600 p-1" onclick="togglePwdEye(this)"><i data-lucide="eye-off" style="width:16px;height:16px"></i></button>
+          </div>
+        </label>
+        <div class="flex justify-end gap-3 pt-2">
+          <button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeChangePwdModal()">取消</button>
+          <button type="submit" class="btn btn-primary btn-sm px-8">确认修改</button>
+        </div>
+      </form>
+    </div>`;
+  overlay.addEventListener("click", (e) => { if (e.target === overlay) closeChangePwdModal(); });
+  document.body.appendChild(overlay);
+  if (window.lucide) lucide.createIcons();
+};
+
+window.togglePwdEye = (btn) => {
+  const input = btn.parentElement.querySelector("input");
+  const icon = btn.querySelector("i");
+  if (input.type === "password") {
+    input.type = "text";
+    icon.setAttribute("data-lucide", "eye");
+  } else {
+    input.type = "password";
+    icon.setAttribute("data-lucide", "eye-off");
+  }
+  if (window.lucide) lucide.createIcons({ elements: [icon] });
+};
+
+window.closeChangePwdModal = () => {
+  const el = document.getElementById("changePwdOverlay");
+  if (el) el.remove();
+};
+
+window.doChangePwd = async (e) => {
+  e.preventDefault();
+  const form = e.target;
+  const fd = new FormData(form);
+  const oldPwd = fd.get("old_password");
+  const newPwd = fd.get("new_password");
+  const confirmPwd = fd.get("confirm_password");
+  if (newPwd !== confirmPwd) { toast("两次输入的新密码不一致", "error"); return; }
+  if (newPwd.length < 6) { toast("新密码至少需要6位", "error"); return; }
+  try {
+    const resp = await fetch("/api/auth/change-password", {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({ old_password: oldPwd, new_password: newPwd }),
+    });
+    const data = await resp.json();
+    if (!resp.ok) { toast(data.error || "修改失败", "error"); return; }
+    closeChangePwdModal();
+    toast("密码修改成功", "success");
+  } catch (err) {
+    toast("请求失败：" + err.message, "error");
+  }
+};
--- a/static/modules/finance.js
+++ b/static/modules/finance.js
@@ -116,7 +116,7 @@ function renderFinance() {
  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('overview')" class="finance-tab${state.finFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600">总览</button><button onclick="switchFinFilter('已签约')" class="finance-tab${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>`;
+  const finFilterTabs = `<div class="finance-tabs" style="padding:0;border-bottom:1px solid #e2e8f0;margin-bottom:0"><button onclick="switchFinFilter('overview')" class="finance-tab${state.finFilter==='overview'?' active':''}" style="font-size:14px;font-weight:600">总览</button><button onclick="switchFinFilter('已签约')" class="finance-tab${state.finFilter==='已签约'?' active':''}" style="font-size:14px;font-weight:600">项目 (${pfs.filter(x=>x.status==='已签约').length})</button><button onclick="switchFinFilter('expense')" class="finance-tab${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">
    ${finFilterTabs}
@@ -142,7 +142,7 @@ function renderFinance() {
    <div class="grid grid-cols-3 gap-3">
      <label class="block"><span class="fin-label">签约金额（元） <span class="text-red-500">*</span></span><input name="sign_amount" class="form-ctrl" placeholder="必须大于 0"></label>
      <label class="block"><span class="fin-label">签约月份 <span class="text-red-500">*</span></span><select name="sign_month" required class="form-ctrl bg-white"><option value="">选择</option>${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>
+      <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></select></label>
    </div>
    <div class="grid grid-cols-3 gap-3">
      <label class="block"><span class="fin-label">商务负责人 <span class="text-red-500">*</span></span><input name="sales_person" required class="form-ctrl" placeholder="请输入商务负责人"></label>
@@ -245,7 +245,7 @@ function renderFinance() {
        setTimeout(() => renderExpense(), 10);
        return `<div id="financeExpense"></div>`;
      }
-      const isUnsigned = state.finFilter === '待签约';
+      const isUnsigned = false;
      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' },
@@ -261,38 +261,49 @@ function renderFinance() {
        { 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);

+      // 列排序
+      if (!state.finSort) state.finSort = { key: null, asc: true };
+      const sortData = (data, key) => {
+        if (!key || !state.finSort.key) return data;
+        var asc = state.finSort.asc ? 1 : -1;
+        return data.slice().sort(function(a, b) {
+          var va = a[key], vb = b[key];
+          if (typeof va === 'string') va = va || '', vb = vb || '';
+          else { va = parseFloat(va) || 0; vb = parseFloat(vb) || 0; }
+          if (va < vb) return -1 * asc;
+          if (va > vb) return 1 * asc;
+          return 0;
+        });
+      };
+      const buildThead = (cols, sortKey) => {
+        var h = '<thead><tr class="bg-slate-50 border-b border-slate-200">';
+        cols.forEach(function(c) {
+          var arrow = sortKey ? (sortKey === c.key ? (state.finSort.asc ? ' ↑' : ' ↓') : '') : '';
+          h += '<th class="p-2 text-center font-semibold align-middle cursor-pointer select-none" onclick="setFinSort(\'' + sortKey + '|' + c.key + '\')">' + c.label + arrow + '</th>';
+        });
+        h += '</tr></thead>';
+        return h;
+      };
+      const SIGNED_COLS = [
+        { key: 'customer_name', label: '项目名称' }, { key: 'status', label: '状态' }, { key: 'sign_amount', label: '签约金额' },
+        { key: 'rev', label: '已确收' }, { key: 'gross', label: '毛利' }, { key: 'cost', label: '成本' },
+        { key: 'profit', label: '项目利润' }, { key: 'payment', label: '已回款' }, { key: 'paid', label: '已付' },
+        { key: 'cashflow', label: '现金流' }, { key: 'exe_rate', label: '执行率' }, { key: 'gross_rate', label: '毛利率' },
+        { key: 'pay_rate', label: '回款率' }, { key: 'paid_rate', label: '付款率' },
+      ];
+      const UNSIGNED_COLS = [
+        { key: 'customer_name', label: '项目名称' }, { key: 'status', label: '状态' }, { key: 'sign_amount', label: '签约金额' },
+        { key: 'sign_month', label: '签约月份' }, { key: 'gross', label: '毛利' }, { key: 'cost', label: '成本' },
+        { key: 'profit', label: '项目利润' },
+      ];
+
      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 thead = isUnsigned ? buildThead(UNSIGNED_COLS, 'uns') : buildThead(SIGNED_COLS, 'sig');
        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>`;

@@ -313,7 +324,7 @@ function renderFinance() {
        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 st = '<span class="text-green-600">已签约</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;
@@ -323,7 +334,7 @@ function renderFinance() {
      };
      // 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 st = '<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>';
@@ -336,8 +347,7 @@ function renderFinance() {
        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;
+        var dataItems = [];
        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) {}
@@ -349,8 +359,24 @@ function renderFinance() {
          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));
+          dataItems.push({
+            pf: pf, customer_name: pf.customer_name || '', status: pf.status || '',
+            sign_amount: pf.sign_amount || 0, sign_month: pf.sign_month || '',
+            rev: rev, gross: gross, cost: cost, profit: gross, payment: payment, paid: paid,
+            cashflow: payment - paid,
+            exe_rate: rev && pf.sign_amount ? Math.round(rev / pf.sign_amount * 100) : 0,
+            gross_rate: rev && gross ? Math.round(gross / rev * 100) : 0,
+            pay_rate: rev && payment ? Math.round(payment / rev * 100) : 0,
+            paid_rate: cost && paid ? Math.round(paid / cost * 100) : 0,
+          });
+        });
+        var sortK = state.finSort && state.finSort.key ? state.finSort.key.split('|')[1] : null;
+        dataItems = sortData(dataItems, sortK);
+        const rows = [];
+        let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
+        dataItems.forEach(d => {
+          sumRev += d.rev; sumPay += d.payment; sumCost += d.cost; sumPaid += d.paid; sumGross += d.gross;
+          rows.push(isUnsigned ? tdRowUnsigned(d.pf, d.cost, d.gross) : tdRow(d.pf, d.rev, d.payment, d.cost, d.paid, d.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;
@@ -377,8 +403,7 @@ function renderFinance() {
          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 = [];
+        var dataItems = [];
        allPfs.forEach(pf => {
          const rev = sumBudget(pf, "rev");
          const payment = sumBudget(pf, "payment");
@@ -386,8 +411,24 @@ function renderFinance() {
          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));
+          dataItems.push({
+            pf: pf, customer_name: pf.customer_name || '', status: pf.status || '',
+            sign_amount: pf.sign_amount || 0, sign_month: pf.sign_month || '',
+            rev: rev, gross: gross, cost: cost, profit: gross, payment: payment, paid: paid,
+            cashflow: payment - paid,
+            exe_rate: rev && pf.sign_amount ? Math.round(rev / pf.sign_amount * 100) : 0,
+            gross_rate: rev && gross ? Math.round(gross / rev * 100) : 0,
+            pay_rate: rev && payment ? Math.round(payment / rev * 100) : 0,
+            paid_rate: cost && paid ? Math.round(paid / cost * 100) : 0,
+          });
+        });
+        var sortK = state.finSort && state.finSort.key ? state.finSort.key.split('|')[1] : null;
+        dataItems = sortData(dataItems, sortK);
+        let sumRev = 0, sumPay = 0, sumCost = 0, sumPaid = 0, sumGross = 0;
+        const rows = [];
+        dataItems.forEach(d => {
+          sumRev += d.rev; sumPay += d.payment; sumCost += d.cost; sumPaid += d.paid; sumGross += d.gross;
+          rows.push(isUnsigned ? tdRowUnsigned(d.pf, d.cost, d.gross) : tdRow(d.pf, d.rev, d.payment, d.cost, d.paid, d.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;
@@ -405,12 +446,26 @@ function renderFinance() {
        return { rev: Math.round(rev), payment: Math.round(payment), cost: Math.round(cost), paid: Math.round(paid), gross: Math.round(gross) };
      };
      const allPfs = pfs.filter(x => x.status === state.finFilter);
+      var dataItems = allPfs.map(pf => {
+        var t = calcTotals(pf);
+        return {
+          pf: pf, customer_name: pf.customer_name || '', status: pf.status || '',
+          sign_amount: pf.sign_amount || 0, sign_month: pf.sign_month || '',
+          rev: t.rev, gross: t.gross, cost: t.cost, profit: t.gross,
+          payment: t.payment, paid: t.paid, cashflow: t.payment - t.paid,
+          exe_rate: t.rev && pf.sign_amount ? Math.round(t.rev / pf.sign_amount * 100) : 0,
+          gross_rate: t.rev && t.gross ? Math.round(t.gross / t.rev * 100) : 0,
+          pay_rate: t.rev && t.payment ? Math.round(t.payment / t.rev * 100) : 0,
+          paid_rate: t.cost && t.paid ? Math.round(t.paid / t.cost * 100) : 0,
+        };
+      });
+      var sortK = state.finSort && state.finSort.key ? state.finSort.key.split('|')[1] : null;
+      dataItems = sortData(dataItems, sortK);
      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));
+      dataItems.forEach(d => {
+        sumRev += d.rev; sumPay += d.payment; sumCost += d.cost; sumPaid += d.paid; sumGross += d.gross;
+        rows.push(isUnsigned ? tdRowUnsigned(d.pf, d.cost, d.gross) : tdRow(d.pf, d.rev, d.payment, d.cost, d.paid, d.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;
@@ -734,7 +789,7 @@ window.openPfEditModal = (pfId) => {
    signMonthEl.innerHTML = monthOptions(signMonthValue);
    signMonthEl.value = signMonthValue;
  }
-  form.querySelector('[name="status"]').value = pf.status || "待签约";
+  form.querySelector('[name="status"]').value = pf.status || "已签约";
  form.querySelector('[name="sales_person"]').value = pf.sales_person || "";
  form.querySelector('[name="owner"]').value = pf.owner || "";
  setVal("start_date", pf.start_date);
--- a/static/modules/home.js
+++ b/static/modules/home.js
@@ -168,17 +168,9 @@ function renderHome() {
          };
          return buildDeptTable('部门经营情况', d.slice(0, 3)) + buildDeptTable('部门现金流', d.slice(3, 6));
        })()}
-      ${card(`<h3 class="text-sm font-bold text-slate-700">业务（项目）财务概览</h3><p class="text-xs text-slate-400 mb-3">合同 → 确收 → 毛利 → 成本 → 项目利润 → 回款 → 已付 → 现金流</p><div class="overflow-x-auto"><table class="w-full text-sm"><thead>${thead}</thead><tbody>${tbody}</tbody></table></div>`, "p-4")}
-      <div class="grid grid-cols-4 gap-5">
-        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartSign"></canvas></div>`, "p-4")}
-        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartRev"></canvas></div>`, "p-4")}
-        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与已付</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartCash"></canvas></div>`, "p-4")}
-        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度项目利润</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartProfit"></canvas></div>`, "p-4")}
-      </div>
      ${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${summary.recent.map((r) => `<div class="flex items-start justify-between rounded-md bg-slate-50 px-3 py-2 text-sm group"><span class="break-words">${r.content}</span><div class="flex items-center gap-2 flex-shrink-0 ml-2"><span class="text-xs text-slate-400">${r.followed_at}</span><button class="btn btn-ghost btn-sm text-red-400 opacity-0 group-hover:opacity-100 p-0 w-5 h-5" onclick="event.preventDefault();deleteActivity(${r.id})" title="删除动态"><i data-lucide="trash-2" style="width:14px;height:14px"></i></button></div></div>`).join("")}</div>`, "p-5")}
    </div>
  `;
-  renderCharts(financeMonthly);
 }

 function chartOptions(yCallback) {
--- a/static/modules/plan.js
+++ b/static/modules/plan.js
--- a/static/modules/plan_expense.js
+++ b/static/modules/plan_expense.js
@@ -0,0 +1,219 @@
+// expense.js — 费用管理模块
+
+function renderPlanExpense() {
+  var records = state.data.planExpense || [];
+  var money = function(v) { return '¥ ' + (Number(v || 0)).toLocaleString('zh-CN', { minimumFractionDigits: 0, maximumFractionDigits: 2 }); };
+  var esc = function(s) { return (s || '').replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;').replace(/"/g, '&quot;'); };
+  var EXPENSE_TYPES = ['通用费用','平台采购','人力成本','研发费用','奖金','其他'];
+  var STATUS_OPTIONS = ['计入费用','暂不计入'];
+
+  // 排序状态
+  if (!state.planExpSort) state.planExpSort = { key: 'expense_month', asc: true };
+  var sortKey = state.planExpSort.key;
+  var sortAsc = state.planExpSort.asc ? 1 : -1;
+
+  // 筛选状态
+  var view = state.planExpView || 'total';
+  var typeFilter = state.planExpFilter || '全部';
+  var filtered = typeFilter === '全部' ? records : records.filter(function(r) { return r.expense_type === typeFilter; });
+
+  // 视图数据预处理
+  var now = new Date();
+  var thisYear = now.getFullYear();
+  var defaultMonth = thisYear + '-' + String(now.getMonth() + 1).padStart(2, '0');
+
+  if (!state.planExpMonth) state.planExpMonth = defaultMonth;
+  if (state.planExpQuarter === '') state.planExpQuarter = String(Math.floor(now.getMonth() / 3));
+
+  // 月度筛选
+  if (view === 'monthly') {
+    filtered = filtered.filter(function(r) { return r.expense_month === state.planExpMonth; });
+  }
+
+  // 季度筛选
+  if (view === 'quarterly') {
+    var q = parseInt(state.planExpQuarter) || 0;
+    var qRanges = [[1,2,3],[4,5,6],[7,8,9],[10,11,12]];
+    var qRange = qRanges[q];
+    filtered = filtered.filter(function(r) {
+      var m = parseInt((r.expense_month || '0').substring(5)) || 0;
+      return qRange.indexOf(m) >= 0;
+    });
+  }
+
+  // 排序
+  filtered.sort(function(a, b) {
+    var va = a[sortKey] || '', vb = b[sortKey] || '';
+    if (sortKey === 'amount' || sortKey === 'incurred_amount') {
+      va = parseFloat(va) || 0; vb = parseFloat(vb) || 0;
+    }
+    if (va < vb) return -1 * sortAsc;
+    if (va > vb) return 1 * sortAsc;
+    return 0;
+  });
+
+  var totalAmount = filtered.reduce(function(s, r) { return s + (r.amount || 0); }, 0);
+  var totalIncurred = filtered.reduce(function(s, r) { return s + (r.incurred_amount || 0); }, 0);
+
+  // 月份下拉选项（去年/今年/明年）
+  var monthOpts = '';
+  for (var yr = thisYear - 1; yr <= thisYear + 1; yr++)
+    for (var m = 1; m <= 12; m++) {
+      var mv = yr + '-' + String(m).padStart(2, '0');
+      monthOpts += '<option value="' + mv + '">' + mv + '</option>';
+    }
+
+  // 季度下拉
+  var qLabels = ['Q1 (1-3月)','Q2 (4-6月)','Q3 (7-9月)','Q4 (10-12月)'];
+  var quarterOpts = '';
+  for (var qi = 0; qi < 4; qi++) {
+    quarterOpts += '<option value="' + qi + '">' + qLabels[qi] + '</option>';
+  }
+
+  // 月份/季度日期选择器
+  var dateSelect = '';
+  if (view === 'monthly') {
+    dateSelect = '<span class="text-sm text-slate-500 ml-2">月份：</span><select onchange="setPlanExpMonth(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value=""' + (!state.planExpMonth?' selected':'') + '>请选择</option>' + monthOpts.replace('value="' + state.planExpMonth + '"', 'value="' + state.planExpMonth + '" selected') + '</select>';
+  } else if (view === 'quarterly') {
+    dateSelect = '<span class="text-sm text-slate-500 ml-2">季度：</span><select onchange="setPlanExpQuarter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">' + quarterOpts.replace('value="' + state.planExpQuarter + '"', 'value="' + state.planExpQuarter + '" selected') + '</select>';
+  }
+
+  // Toolbar
+  var toolbar = '<span class="text-sm text-slate-500">视图：</span><select onchange="setPlanExpView(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="total"' + (view==='total'?' selected':'') + '>总视图</option><option value="quarterly"' + (view==='quarterly'?' selected':'') + '>季度视图</option><option value="monthly"' + (view==='monthly'?' selected':'') + '>月度视图</option></select><span class="text-sm text-slate-500 ml-3">类型：</span><select onchange="setPlanExpFilter(this.value)" class="text-sm font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="全部"' + (typeFilter==='全部'?' selected':'') + '>全部 (' + records.length + ')</option>';
+  EXPENSE_TYPES.forEach(function(t) {
+    toolbar += '<option value="' + t + '"' + (typeFilter===t?' selected':'') + '>' + t + ' (' + records.filter(function(r){return r.expense_type===t}).length + ')</option>';
+  });
+  toolbar += '</select>' + dateSelect;
+
+  // 排序箭头
+  var sortArrow = function(key) {
+    var arrow = key === sortKey ? (sortAsc === 1 ? ' ↑' : ' ↓') : '';
+    return '<span class="text-slate-400 text-xs cursor-pointer" onclick="togglePlanExpSort(\'' + key + '\')">' + arrow + '</span>';
+  };
+
+  // 表格行
+  var tableRows = '';
+  if (filtered.length) {
+    filtered.forEach(function(r) {
+      var statusCls = r.status === '暂不计入' ? 'text-amber-600' : 'text-green-600';
+      tableRows += '<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPlanExpEdit(' + r.id + ')"><td class="p-2 text-center align-middle font-medium">' + (r.expense_month || '—') + '</td><td class="p-2 font-medium text-center align-middle">' + esc(r.expense_type) + '</td><td class="p-2 text-center align-middle font-semibold ' + statusCls + '">' + esc(r.status || '计入费用') + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.amount) + '</td><td class="p-2 text-center align-middle font-medium">' + money(r.incurred_amount) + '</td><td class="p-2 text-center align-middle text-slate-500">' + (esc(r.notes) || '—') + '</td></tr>';
+    });
+  } else {
+    var emptyMsg = view === 'monthly' ? '该月份暂无费用记录' : view === 'quarterly' ? '该季度暂无费用记录' : '暂无费用记录';
+    tableRows = '<tr><td colspan="6" class="p-6 text-center text-slate-400">' + emptyMsg + '</td></tr>';
+  }
+
+  // 模态框 monthOpts for form (with current value preselected)
+  var modalMonthOpts = '<option value="">请选择</option>';
+  for (var yr2 = thisYear - 1; yr2 <= thisYear + 1; yr2++)
+    for (var m2 = 1; m2 <= 12; m2++) {
+      var mv2 = yr2 + '-' + String(m2).padStart(2, '0');
+      modalMonthOpts += '<option value="' + mv2 + '">' + mv2 + '</option>';
+    }
+  var statusOpts = STATUS_OPTIONS.map(function(s) { return '<option value="' + s + '">' + s + '</option>'; }).join('');
+
+  var modal = '<div id="planExpenseModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closePlanExpModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-lg mx-4" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-6 py-4 flex items-center justify-between"><h3 class="text-lg font-bold text-slate-800" id="planExpenseModalTitle">新增费用</h3><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="planExpDeleteBtn" onclick="deletePlanExpItem()">删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closePlanExpModal()"><i data-lucide="x"></i></button></div></div><form onsubmit="savePlanExpense(event)" class="p-6 grid gap-4" novalidate><input type="hidden" name="expense_id" value=""><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用类型 <span class="text-red-500">*</span></span><select name="expense_type" required class="form-ctrl bg-white"><option value="">请选择</option>';
+  EXPENSE_TYPES.forEach(function(t) { modal += '<option>' + t + '</option>'; });
+  modal += '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">月份 <span class="text-red-500">*</span></span><select name="expense_month" required class="form-ctrl bg-white">' + modalMonthOpts + '</select></label></div><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-sm text-slate-500 mb-1 block">金额（元）</span><input name="amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">已发生金额（元）</span><input name="incurred_amount" type="number" step="0.01" class="form-ctrl" placeholder="0.00"></label></div><label class="block"><span class="text-sm text-slate-500 mb-1 block">状态</span><select name="status" class="form-ctrl bg-white">' + statusOpts + '</select></label><label class="block"><span class="text-sm text-slate-500 mb-1 block">费用说明</span><textarea name="notes" class="form-ctrl" rows="3" placeholder="备注信息"></textarea></label><div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closePlanExpModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>';
+
+  var target = document.querySelector("#planExpenseModule") || document.querySelector("#planExpenseModule") || document.querySelector("#planExpenseContent");
+  if (!target) return;
+  target.innerHTML = '<div class="grid gap-4">' +
+    '<div class="card p-3"><div class="flex justify-between items-center"><div class="flex items-center gap-2">' + toolbar + '</div><button class="btn btn-primary btn-sm" onclick="openPlanExpModal()">新增费用</button></div></div>' +
+    '<div class="grid grid-cols-3 gap-3">' +
+      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">费用记录</span><strong class="mt-2 block text-xl">' + filtered.length + '</strong></div>' +
+      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">总费用</span><strong class="mt-2 block text-xl">' + money(totalAmount) + '</strong></div>' +
+      '<div class="metric-card p-3"><span class="flex items-center gap-2 text-sm text-slate-500">已发生金额</span><strong class="mt-2 block text-xl">' + money(totalIncurred) + '</strong></div>' +
+    '</div>' +
+    modal +
+    '<div class="card p-4"><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'expense_month\')">月份' + sortArrow('expense_month') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'expense_type\')">费用类型' + sortArrow('expense_type') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'status\')">状态' + sortArrow('status') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'amount\')">金额' + sortArrow('amount') + '</th><th class="p-2 text-center font-semibold cursor-pointer select-none" onclick="togglePlanExpSort(\'incurred_amount\')">已发生金额' + sortArrow('incurred_amount') + '</th><th class="p-2 text-center font-semibold">费用说明</th></tr></thead><tbody>' + tableRows + '</tbody></table></div></div>' +
+  '</div>';
+
+  if (window.lucide) window.lucide.createIcons();
+}
+
+window.togglePlanExpSort = function(key) {
+  var cur = state.planExpSort || {};
+  if (cur.key === key) { cur.asc = !cur.asc; }
+  else { cur.key = key; cur.asc = true; }
+  state.planExpSort = cur;
+  renderPlanExpense();
+};
+
+window.setPlanExpView = function(v) { state.planExpView = v; renderPlanExpense(); };
+window.setPlanExpFilter = function(v) { state.planExpFilter = v; renderPlanExpense(); };
+window.setPlanExpMonth = function(v) { state.planExpMonth = v; renderPlanExpense(); };
+window.setPlanExpQuarter = function(v) { state.planExpQuarter = v; renderPlanExpense(); };
+
+window.openPlanExpModal = function() {
+  var form = document.querySelector("#planExpenseModal form");
+  form.reset();
+  form.querySelector('[name="expense_id"]').value = "";
+  form.querySelector('[name="status"]').value = "计入费用";
+  document.querySelector("#planExpenseModalTitle").textContent = "新增费用";
+  document.querySelector("#planExpDeleteBtn").classList.add("hidden");
+  document.querySelector("#planExpenseModal").classList.remove("hidden");
+};
+
+window.closePlanExpModal = function() {
+  document.querySelector("#planExpenseModal").classList.add("hidden");
+};
+
+window.openPlanExpEdit = function(id) {
+  var r = (state.data.planExpense || []).find(function(x) { return x.id === id; });
+  if (!r) return;
+  var form = document.querySelector("#planExpenseModal form");
+  form.reset();
+  var setVal = function(name, val) { var el = form.querySelector('[name="' + name + '"]'); if (el) el.value = val || ""; };
+  setVal("expense_id", r.id);
+  setVal("expense_type", r.expense_type);
+  setVal("expense_month", r.expense_month);
+  setVal("amount", r.amount);
+  setVal("incurred_amount", r.incurred_amount);
+  setVal("notes", r.notes);
+  setVal("status", r.status || "计入费用");
+  document.querySelector("#planExpenseModalTitle").textContent = "编辑费用";
+  document.querySelector("#planExpDeleteBtn").classList.remove("hidden");
+  document.querySelector("#planExpenseModal").classList.remove("hidden");
+};
+
+window.savePlanExpense = async function(event) {
+  event.preventDefault();
+  var form = event.target;
+  var data = Object.fromEntries(new FormData(form).entries());
+  if (data.amount === '' || data.amount === undefined) data.amount = 0;
+  if (data.incurred_amount === '' || data.incurred_amount === undefined) data.incurred_amount = 0;
+  if (!data.status) data.status = '计入费用';
+  var isEdit = !!data.expense_id;
+  delete data.expense_id;
+
+  var id = form.querySelector('[name="expense_id"]').value;
+  var url = isEdit ? "/api/planExpense/" + id : "/api/planExpense";
+  var method = isEdit ? "PUT" : "POST";
+
+  var resp = await fetch(url, { method: method, headers: { "Content-Type": "application/json" }, body: JSON.stringify({ data: Object.assign({}, data, { tenant: state.tenant }) }) });
+  if (!resp.ok) { var err = await resp.text(); alert("保存失败：" + err); return; }
+
+  var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
+  if (bResp.ok) {
+    var bd = await bResp.json();
+    state.data = bd;
+    applyUserTenants();
+    renderPlanExpense();
+  }
+  closePlanExpModal();
+};
+
+window.deletePlanExpItem = async function() {
+  var id = document.querySelector("#planExpenseModal form [name='expense_id']").value;
+  if (!id || !confirm("确定删除？")) return;
+  var resp = await fetch("/api/planExpense/" + id, { method: "DELETE" });
+  if (!resp.ok) { alert("删除失败"); return; }
+  var bResp = await fetch("/api/bootstrap?tenant=" + encodeURIComponent(state.tenant));
+  if (bResp.ok) {
+    var bd = await bResp.json();
+    state.data = bd;
+    applyUserTenants();
+    renderPlanExpense();
+  }
+};
--- a/static/modules/projects.js
+++ b/static/modules/projects.js
@@ -82,6 +82,9 @@ window.toggleUserMenu = (user) => {
    ${user.role === 'admin' ? `<button class="w-full text-left px-4 py-2 text-sm text-slate-700 hover:bg-slate-50 transition-colors flex items-center gap-2" onclick="closeUserMenu();openAdminUsers()">
      <i data-lucide="users" style="width:14px;height:14px"></i>账号管理
    </button>` : ''}
+    <button class="w-full text-left px-4 py-2 text-sm text-slate-700 hover:bg-slate-50 transition-colors flex items-center gap-2" onclick="closeUserMenu();openChangePwdModal()">
+      <i data-lucide="lock" style="width:14px;height:14px"></i>修改密码
+    </button>
    <button class="w-full text-left px-4 py-2 text-sm text-red-600 hover:bg-red-50 transition-colors flex items-center gap-2" onclick="doLogout()">
      <i data-lucide="log-out" style="width:14px;height:14px"></i>退出登录
    </button>`;
--- a/static/modules/utils.js
+++ b/static/modules/utils.js
@@ -10,6 +10,10 @@ const state = {
  taskQuery: "",
  taskView: localStorage.getItem("opc-task-view") || "detail",
  finView: "overview",
+  finSort: null, // { key: 'col', asc: true }
+  planFilter: "待签约",
+  planView: "overview",
+  planSort: null,
  proposalTab: "standard",
  chart: null,
  chart2: null,
@@ -132,7 +136,7 @@ function switchTab(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 titles = { home: 'OPC 工作台', finance: '实际管理', plan: '计划管理', projects: '重点工作台账', proposals: '业务方案', products: '版本与运营', performance: '季度绩效考核' };
  const titleEl = document.querySelector('#workspaceTitle');
  if (titleEl) titleEl.textContent = titles[tab] || state.tenant + ' OPC 工作台';

@@ -159,6 +163,7 @@ function render() {
  renderProducts();
  renderPerformance();
  renderFinance();
+  renderPlan();
  if (window.lucide) window.lucide.createIcons();
 }

@@ -171,6 +176,7 @@ function renderActive() {
  else if (tab === "products") renderProducts();
  else if (tab === "performance") renderPerformance();
  else if (tab === "finance") renderFinance();
+  else if (tab === "plan") renderPlan();
  if (window.lucide) window.lucide.createIcons();
 }

@@ -200,8 +206,31 @@ window.setFinView = (view) => {
 };
 window.switchFinFilter = (filter) => {
  state.finFilter = filter;
+  state.finSort = null;
  renderFinance();
 };
+
+window.setFinSort = (key) => {
+  if (!state.finSort) state.finSort = { key: null, asc: true };
+  if (state.finSort.key === key) { state.finSort.asc = !state.finSort.asc; }
+  else { state.finSort.key = key; state.finSort.asc = true; }
+  renderFinance();
+};
+window.setPlanView = (view) => {
+  state.planView = view;
+  renderPlan();
+};
+window.switchPlanFilter = (filter) => {
+  state.planFilter = filter;
+  state.planSort = null;
+  renderPlan();
+};
+window.setPlanSort = (key) => {
+  if (!state.planSort) state.planSort = { key: null, asc: true };
+  if (state.planSort.key === key) { state.planSort.asc = !state.planSort.asc; }
+  else { state.planSort.key = key; state.planSort.asc = true; }
+  renderPlan();
+};
 window.switchTenant = (tenant) => {
  state.tenant = tenant;
  state.selectedProject = null;
--- a/templates/index.html
+++ b/templates/index.html
@@ -45,13 +45,17 @@
        <div class="w-8 h-px bg-slate-700 my-2"></div>
        <!-- 导航 Tab 图标 -->
        <div class="flex flex-col items-center gap-1 w-14" id="sidebarTabs">
-          <div class="sidebar-tab active" data-tab="home" onclick="switchTab('home')" title="首页">
-            <i data-lucide="home" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">首页</span>
+          <div class="sidebar-tab active" data-tab="home" onclick="switchTab('home')" title="部门">
+            <i data-lucide="trending-up" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">部门</span>
          </div>
-          <div class="sidebar-tab" data-tab="finance" onclick="switchTab('finance')" title="业务">
+          <div class="sidebar-tab" data-tab="plan" onclick="switchTab('plan')" title="计划">
+            <i data-lucide="calendar-range" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">计划</span>
+          </div>
+          <div class="sidebar-tab" data-tab="finance" onclick="switchTab('finance')" title="实际">
            <i data-lucide="folder-open-dot" style="width:20px;height:20px"></i>
-            <span class="text-[10px] mt-1">业务</span>
+            <span class="text-[10px] mt-1">实际</span>
          </div>
          <div class="sidebar-tab" data-tab="projects" onclick="switchTab('projects')" title="Focus">
            <i data-lucide="file-text" style="width:20px;height:20px"></i>
@@ -76,7 +80,7 @@
    <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
      <div class="flex items-center gap-3 w-full">
        <div class="flex-1">
-          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.0.0.13</span></p>
+          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.0.0.19</span></p>
          <div class="flex items-center gap-4 mt-1">
            <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
            <div class="hidden sm:flex items-center gap-1.5 bg-gradient-to-r from-blue-50 to-indigo-50 border border-blue-100 rounded-full px-4 py-1.5">
@@ -99,6 +103,7 @@
      <section id="performance" class="panel"></section>
      <section id="performance" class="panel"></section>
      <section id="finance" class="panel"></section>
+      <section id="plan" class="panel"></section>
    </main>
      </div><!-- 关闭主内容区 -->
    </div><!-- 关闭 flex 容器 -->
@@ -129,6 +134,8 @@
    <script src="{{ url_for('static', filename='modules/performance.js') }}"></script>
    <script src="{{ url_for('static', filename='modules/finance.js') }}"></script>
    <script src="{{ url_for('static', filename='modules/expense.js') }}"></script>
+    <script src="{{ url_for('static', filename='modules/plan.js') }}"></script>
+    <script src="{{ url_for('static', filename='modules/plan_expense.js') }}"></script>
    <script src="{{ url_for('static', filename='modules/drawer.js') }}"></script>
    <script src="{{ url_for('static', filename='modules/admin.js') }}"></script>
    <script src="{{ url_for('static', filename='app.js') }}"></script>
Author	SHA1	Message	Date
mac	eba4945fba	refactor: 业务→实际	2026-07-08 12:23:32 +08:00
mac	2445dea4dd	refactor: 业务去待签约, 计划tab调整 - 业务模块移除待签约tab, 状态只保留已签约 - 计划模块移除项目tab, 待签约→项目计划, 平台费用→平台费用计划 - 计划默认选中项目计划tab - 版本号 v1.0.0.18	2026-07-08 12:22:02 +08:00
mac	d2ea5d0d5d	feat: 计划模块 + 待签约迁移 + 表格排序 + 已签约→项目 - 新增计划模块(plan_finances/plan_expense_records, 侧边栏计划tab) - 待签约项目自动迁移到计划模块(data_fixes 幂等) - 已签约tab改名为项目(业务+计划两个模块) - 业务模块表格点击列头排序(月度/季度/总视图) - 计划与业务侧边栏位置对调 - plan模块CSS修复(使用finance-tab类) - 版本号 v1.0.0.17	2026-07-08 12:13:06 +08:00
mac	e233c294b0	revert: 移除业务模块所有项目tab	2026-07-08 11:42:07 +08:00
mac	6d30b8b891	feat: 修改密码+密码可见切换+所有项目tab - 新增 POST /api/auth/change-password 修改密码接口 - 修改密码弹窗，三次密码输入均带眼睛切换可见 - 业务模块新增「所有项目」tab，展示全部项目 - 版本号 v1.0.0.15	2026-07-08 11:34:00 +08:00
mac	666f35931c	refactor: 首页→部门，移除业务概览表和4图表(已迁移到总览tab) - 侧边栏首页→部门，图标改为trending-up - 移除部门页业务(项目)财务概览表 - 移除4张图表(月度签约/确收毛利/回款已付/项目利润) - 保留回款提醒+部门经营+部门现金流+近期动态 - 版本号 v1.0.0.14	2026-07-07 19:22:08 +08:00