fix: 季度视图跳过逻辑 + 筛选区字号 + 首页去筛选

- 季度视图与月度视图统一：无当期数据项目跳过不渲染
- 首页去除时间段筛选下拉框
- 业务/平台费用/首页筛选区文字加大一号(text-xs→text-sm)
- 业务视图不记忆上次选择，默认总视图
- seed数据重构，5工作台各>1亿
- 版本号v1.0.0.4

backend/helpers.py

@@ -2,6 +2,7 @@
 # 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
 
@@ -61,7 +62,8 @@ def attach_common(conn, resource, items):
 
 
 def monthly_finance(conn, tenant="科普·无界"):
-    months = [f"2026-{m:02d}" for m in range(1, 13)]
+    _year = date.today().year
+    months = [f"{_year}-{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'",
         [tenant])

backend/migrations/seed_data.py

@@ -1,127 +1,284 @@
-# seed_data.py — 初始示例数据填充（仅在空库时执行一次）
+# seed_data.py — 丰富示例数据填充（仅在空库时执行一次）
-# 从 flask_app.py 搬迁，被 migrations/seed.py 调用
+# 为每个工作台生成 > 1 亿的总规模，覆盖万/十万/百万/千万量级
+
+import json
+import random
+random.seed(42)
 
 from datetime import date
-from pathlib import Path
+from db import db, _exec, one
-from db import db, _exec, one, WEIXIN_BASE
+
-from helpers import add_file_index
+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)
 
 
 def seed_db():
-    """填充初始示例数据（仅在空库时执行一次）"""
+    """填充丰富示例数据"""
     conn = db()
     try:
         if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
-            return  # 已有数据，跳过
+            return
 
-        sales = [
+        today = date.today().isoformat()
-            ("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。"),
+        pf_ids = {}  # tenant -> [project_finance_ids]
-            ("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。"),
+        for tenant in TENANTS:
-            ("三生制药", "P1", "待跟进", "多科室医生教育+患者科普机会。"),
+            customers = TENANT_CUSTOMERS[tenant]
-            ("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会。"),
+            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)
+                    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'])}",
+                ))
+
+            print(f"[seed] {tenant}: {len(amounts)} 项目, {op_count} 运营项目, {expense_count} 费用记录")
+
+        conn.commit()  # 提交所有工作台的核心数据
+
+        # 全域数据：sales_leads 对所有 tenant 可见
+        global_sales = [
+            ("齐鲁制药", "P0", "跟进中", "多产品线科普年度框架"),
+            ("百利天恒", "P0", "方案中", "BL-B01D1 上市前医生教育"),
+            ("信达生物", "P0", "已签约", "现有科普项目升级/续约"),
+            ("三生制药", "P1", "待跟进", "多科室医生教育+患者科普"),
+            ("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会"),
         ]
-        for customer, priority, status, note in sales:
+        for customer, priority, status, note in global_sales:
             cur = _exec(conn,
-                "INSERT INTO sales_leads (target_customer, priority, status) VALUES (?,?,?)",
+                "INSERT INTO sales_leads (target_customer, priority, status, created_at) VALUES (?,?,?,?)",
-                (customer, priority, status),
+                (customer, priority, status, today),
             )
             _exec(conn,
-                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
+                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action,follower) VALUES (?,?,?,?,?,?)",
-                ("sales", cur.lastrowid, date.today().isoformat(), note, "明确下一次沟通人和时间"),
+                ("sales", cur.lastrowid, today, note, "明确下一次沟通", "销售A"),
             )
 
+        # 全域 business_proposals
         cur = _exec(conn,
-            "INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date) VALUES (?,?,?,?,?)",
+            "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"),
+            ("信达生物", "v1.5", "信达科普项目续约与报价方案", "已提交客户", "2026-05-28", "科普·无界"),
         )
         proposal_id = cur.lastrowid
-        proposal_dir = WEIXIN_BASE / "2、业务方案/信达/v1.5"
-        for category, names in {
-            "方案": ["整体方案.pptx", "整体方案.pdf"],
-            "成本": ["业务报价-2亿方案.xlsx", "业务报价-5250万方案.xlsx", "5、最新报价.xlsx"],
-            "SOP": ["SOP.docx"],
-            "财务流程": ["财务流程.docx"],
-        }.items():
-            for name in names:
-                add_file_index(conn, "proposal", proposal_id, "v1.5", category, proposal_dir / name, external=True)
-
-        projects = [
-            ("圆心科技 科普文章项目", "v2026-文章", "execution", "SOP 执行中", "内容生产", 55, "文章内容生产与审核执行中"),
-            ("圆心科技 科普视频项目", "v2026-视频", "execution", "SOP 执行中", "内容生产", 45, "视频脚本、拍摄与审核推进"),
-            ("圆心科技 科普专访项目", "v2026-专访", "opportunity", "方案已提交", "商务推进", 0, "专访项目推动签约"),
-        ]
-        op_dir = WEIXIN_BASE / "3、运营方案"
-        for name, version, kind, status, stage, progress, note in projects:
-            cur = _exec(conn,
-                """INSERT INTO operation_projects
-                (project_name,project_version,project_type,project_status,current_stage,target_customer,customer_need,
-                 expected_contract_amount,expected_sign_date,sign_probability,next_action,sop_stage,execution_progress,current_deliverable)
-                VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
-                (name, version, kind, status, stage, "圆心科技", "科普内容项目执行与管理", 0 if kind == "execution" else 200, "2026-06", 100 if kind == "execution" else 70, "补齐版本要求文件并更新下一节点", stage, progress, note),
-            )
-            _exec(conn,
-                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
-                ("operation", cur.lastrowid, date.today().isoformat(), note, "补齐版本要求文件并更新下一节点"),
-            )
-
-        file_map = [
-            (1, "v2026-文章", "项目方案", "圆心科技--科普文章项目(1).pptx"),
-            (2, "v2026-视频", "项目方案", "圆心科技-科普视频项目(1).pptx"),
-            (3, "v2026-专访", "项目方案", "圆心科技-科普专访项目-2026年(1).pdf"),
-            (1, "v2026-文章", "项目管理手册", "圆心科技《项目管理手册》-2026年.pdf"),
-            (2, "v2026-视频", "审核标准", "科普项目-审核标准（文章-视频-音频）.pdf"),
-        ]
-        for project_id, version, category, filename in file_map:
-            add_file_index(conn, "operation", project_id, version, category, op_dir / filename, external=True)
 
+        # 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", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中", "科普平台"),
+            ("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", "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"),
+            ("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", "科普文章/视频浏览、医生主页、搜索", "2026-Q3", "规划中", "科普平台"),
+            ("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", "预设形象、AI 配音、脚本驱动、简单模板", "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", "2026-Q3", "规划中", "P2"),
-            ("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"),
+            ("渠道分发引擎", "v1.0", "六渠道统一分发", "2027-Q1", "规划中", "P1"),
         ]
-        for product in products:
+        for p in products:
             cur = _exec(conn,
-                "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)",
+                "INSERT INTO product_versions (product_name,version,version_goal,launch_date,status,priority,tenant) VALUES (?,?,?,?,?,?,?)",
-                product,
+                (*p, "科普·无界"),
             )
             _exec(conn,
-                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
+                "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action,follower) VALUES (?,?,?,?,?,?)",
-                ("product", cur.lastrowid, date.today().isoformat(), f"{product[0]} {product[1]}：{product[2]}", "按路线图推进"),
+                ("product", cur.lastrowid, today, f"{p[0]} {p[1]}：{p[2]}", "按路线图推进", "产品经理"),
-            )
-
-        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/routes.py

@@ -228,6 +228,7 @@ 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:
@@ -262,7 +263,7 @@ def bootstrap():
                     for pf in t_pfs:
                         bm = t_bm.get(pf["id"], {})
                         for m in months_range:
-                            b = bm.get(f"2026_{m:02d}")
+                            b = bm.get(f"{_year}_{m:02d}")
                             if b:
                                 total += float(b.get(field) or 0)
                     return total
@@ -281,7 +282,7 @@ def bootstrap():
                     for pf in t_pfs:
                         em = t_em.get(pf["id"], {})
                         for m in months_range:
-                            e = em.get(f"2026_{m:02d}")
+                            e = em.get(f"{_year}_{m:02d}")
                             if e:
                                 total += float(e.get(field) or 0)
                     return total
@@ -289,10 +290,10 @@ def bootstrap():
                 _now_month = date.today().month
                 _q_start = ((_now_month - 1) // 3) * 3 + 1
                 _q_range = range(_q_start, _q_start + 3)
-                _q_months = [f"2026-{m:02d}" for m in _q_range]
+                _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"2026-{m:02d}" for m in _prev_q_range]
+                _prev_q_months = [f"{_year}-{m:02d}" for m in _prev_q_range]
                 _prev_month = _now_month - 1 if _now_month > 1 else None
                 all_metrics.append({
                     "total_projects": len(t_signed_pfs),
@@ -302,9 +303,9 @@ 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"2026-{_now_month:02d}"),
+                    "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"2026-{_prev_month:02d}") if _prev_month else 0,
+                    "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,
                     "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]),
@@ -369,7 +370,7 @@ def bootstrap():
                 agg[key] = sum(m.get(key, 0) for m in all_metrics)
             merged_monthly = []
             for i in range(12):
-                m = {"month": all_monthly[0][i]["month"] if all_monthly and len(all_monthly[0]) > i else f"2026-{i+1:02d}"}
+                m = {"month": all_monthly[0][i]["month"] if all_monthly and len(all_monthly[0]) > i else f"{_year}-{i+1:02d}"}
                 for field in ["revenue","gross","payment","cost","paid","sign"]:
                     m[field] = sum(tl[i][field] if i < len(tl) else 0 for tl in all_monthly)
                 merged_monthly.append(m)
@@ -415,7 +416,7 @@ def bootstrap():
             total = 0
             for pf, bm in budget_maps:
                 for m in months_range:
-                    b = bm.get(f"2026_{m:02d}")
+                    b = bm.get(f"{_year}_{m:02d}")
                     if b:
                         total += float(b.get(field) or 0)
             return total
@@ -424,7 +425,7 @@ def bootstrap():
             total = 0
             for pf, em in expense_maps:
                 for m in months_range:
-                    e = em.get(f"2026_{m:02d}")
+                    e = em.get(f"{_year}_{m:02d}")
                     if e:
                         total += float(e.get(field) or 0)
             return total
@@ -494,12 +495,12 @@ def bootstrap():
             return sum(x["sign_amount"] or 0 for x in pfs if x["status"] == status)
         signed_amount = pf_status_sum("已签约")
         signed_annual = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约")
-        _q_months = [f"2026-{m:02d}" for m in _q_range]
+        _q_months = [f"{_year}-{m:02d}" for m in _q_range]
         signed_q2 = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months)
-        signed_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_now_month:02d}")
+        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"2026-{m:02d}" for m in _prev_q_range]
+        _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"2026-{_prev_month:02d}") if _prev_month else 0
+        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
         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 = {

static/modules/expense.js

@@ -56,13 +56,13 @@ function renderExpense() {
   // 月份/季度日期选择器
   var dateSelect = '';
   if (view === 'monthly') {
-    dateSelect = '<span class="text-xs text-slate-500 ml-2">月份：</span><select onchange="setExpenseMonth(this.value)" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">' + monthOpts + '</select>';
+    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">' + monthOpts + '</select>';
   } else if (view === 'quarterly') {
-    dateSelect = '<span class="text-xs text-slate-500 ml-2">季度：</span><select onchange="setExpenseQuarter(this.value)" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">' + quarterOpts + '</select>';
+    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 + '</select>';
   }
 
   // Toolbar
-  var toolbar = '<span class="text-xs text-slate-500">视图：</span><select onchange="setExpenseView(this.value)" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="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-xs text-slate-500 ml-3">类型：</span><select onchange="setExpenseFilter(this.value)" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="全部"' + (typeFilter==='全部'?' selected':'') + '>全部 (' + records.length + ')</option>';
+  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>';
   });
@@ -80,18 +80,18 @@ function renderExpense() {
   }
 
   // 模态框
-  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-xs 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>';
+  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-xs 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">' + monthOpts + '</select></label></div><div class="grid grid-cols-2 gap-3"><label class="block"><span class="text-xs 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-xs 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-xs 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>';
+  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">' + monthOpts + '</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">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-xs 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">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-xs 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">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-xs text-slate-500">已发生金额</span><strong class="mt-2 block text-xl">' + money(totalIncurred) + '</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" style="width:200px">费用类型</th><th class="p-2 text-center font-semibold" style="width:200px">月份</th><th class="p-2 text-center font-semibold" style="width:200px">金额</th><th class="p-2 text-center font-semibold" style="width:200px">已发生金额</th><th class="p-2 text-center font-semibold" style="width:200px">费用说明</th></tr></thead><tbody>' + tableRows + '</tbody></table></div></div>' +

static/modules/finance.js

@@ -111,9 +111,9 @@ function renderFinance() {
   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-xs text-slate-500 ml-2">月份：</span><select onchange="state.finMonth=this.value;renderFinance()" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolMonthSelect+'</select>':state.finView==='quarterly'?'<span class="text-xs 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-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px">'+toolQuarterSelect+'</select>':'';
+  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-xs text-slate-500">视图：</span><select onchange="setFinView(this.value)" class="text-xs font-medium py-1 px-2.5 cursor-pointer" style="appearance:none;-webkit-appearance:none;background-color:transparent;border:0;outline:none;background:url(&apos;data:image/svg+xml,%3Csvg xmlns=%22http://www.w3.org/2000/svg%22 width=%2212%22 height=%2212%22 viewBox=%220 0 24 24%22 fill=%22none%22 stroke=%22%236b7280%22 stroke-width=%222%22 stroke-linecap=%22round%22 stroke-linejoin=%22round%22%3E%3Cpolyline points=%226 9 12 15 18 9%22%3E%3C/polyline%3E%3C/svg%3E&apos;) no-repeat right 4px center;padding-right:22px;min-height:30px"><option value="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 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>`;
@@ -296,7 +296,7 @@ function renderFinance() {
         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-xs text-slate-500">' + l + '</span><strong class="mt-2 block text-xl ' + c + '">' + v + '</strong></div>').join("")}</div>`, "p-4") +
+        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");
       };
 
@@ -379,6 +379,7 @@ function renderFinance() {
           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));
         });

static/modules/utils.js

@@ -9,7 +9,7 @@ const state = {
   selectedProject: null,
   taskQuery: "",
   taskView: localStorage.getItem("opc-task-view") || "detail",
-  finView: localStorage.getItem("opc-fin-view") || "overview",
+  finView: "overview",
   proposalTab: "standard",
   chart: null,
   chart2: null,
@@ -196,7 +196,6 @@ window.switchTab = switchTab;
 
 window.setFinView = (view) => {
   state.finView = view;
-  localStorage.setItem("opc-fin-view", view);
   renderFinance();
 };
 window.switchFinFilter = (filter) => {

templates/index.html

@@ -76,7 +76,7 @@
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
       <div class="flex items-center gap-3 w-full">
         <div class="flex-1">
-          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager <span class="ml-2 text-xs font-normal text-slate-400 tracking-normal">v1.0.0.2</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">v1.0.0.4</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">