v1.2.1 — 修复合并时误删 renderProposals/fileGroup/fileItem

VERSION_LOG.md

@@ -1,5 +1,26 @@
 # OPC Manager Version Log
 
+## v1.2.0 — 2026-06-15
+- 业务机会 + 运营管理合并为「重点项目」Tab，统一表格展示
+- 新增项目任务追踪：按阶段分组展示里程碑/执行项/负责人/截止日/卡点
+- 新增 `project_tasks` 表，抽屉内展示项目时间线
+
+## v1.1.0 — 2026-06-15
+- 首页指标升级：增加已签约合同总额、合同流程中金额、年度/Q2 累计确收、年度/Q2 累计毛利、已签约未执行
+- 运营表格增加「金额」列
+- 产品研发增加「平台」字段（真研/科普/关爱），支持平台筛选
+
+## v1.0.7 — 2026-06-04
+- 修复新增表单 async 后 `event.currentTarget` 丢失导致页面不刷新（影响所有新增按钮）
+- `createResource` 改用预存 form 引用 + try/catch 错误提示
+
+## v1.0.6 — 2026-06-04
+- 修复财务 Tab Chart 无限堆积：renderChartOn 缺少旧 chart 销毁 + state 跟踪
+- 财务图表容器加固定高度（300px），避免 resize 循环
+
+## v1.0.5 — 2026-06-04
+- "销售管理" Tab 改为"业务机会"，"目标客户"字段统一改为"业务机会"
+
 ## v1.0.4 — 2026-06-04
 - CDN 全量本地化：Tailwind / Chart.js / Squire / Lucide 下载到 `static/vendor/`，不再依赖外部 CDN
 

backend/flask_app.py

@@ -141,9 +141,26 @@ CREATE TABLE IF NOT EXISTS file_assets (
   notes TEXT NOT NULL DEFAULT '',
   created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
   updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
+);
+CREATE TABLE IF NOT EXISTS project_tasks (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  project_id INTEGER NOT NULL,
+  phase TEXT NOT NULL DEFAULT '',
+  milestone TEXT NOT NULL DEFAULT '',
+  task TEXT NOT NULL DEFAULT '',
+  owner TEXT NOT NULL DEFAULT '',
+  due_date TEXT NOT NULL DEFAULT '',
+  blockers TEXT NOT NULL DEFAULT '',
+  notes TEXT NOT NULL DEFAULT '',
+  created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
+  updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
 );
         """
     )
+    # Schema migrations
+    try: conn.execute("ALTER TABLE product_versions ADD COLUMN platform TEXT NOT NULL DEFAULT ''")
+    except: pass
+
     if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
         conn.close()
         return
@@ -210,15 +227,15 @@ CREATE TABLE IF NOT EXISTS file_assets (
         add_file_index(conn, "operation", project_id, version, category, op_dir / filename, external=True)
 
     products = [
-        ("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中"),
-        ("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"),
-        ("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"),
-        ("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"),
-        ("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"),
+        ("妙手医生服务小程序", "v1.1", "视频任务增强 + 积分商城", "草稿箱、批量上传、积分商城、消息通知", "2026-Q3", "规划中", "科普平台"),
+        ("数字化营销后台管理系统", "v1.2", "运营数据看板 + 智能审核", "医生活跃、任务完成率、AI 预审、渠道数据上报", "2026-Q3", "设计中", "真研平台"),
+        ("妙手患者服务", "v0.5", "科普浏览 + 医生主页 MVP", "科普文章/视频浏览、医生主页、搜索", "2026-Q3", "规划中", "科普平台"),
+        ("数字人内容平台", "v0.1", "基础数字人视频生成 MVP", "预设形象、AI 配音、脚本驱动、简单模板", "2026-Q3", "规划中", "科普平台"),
+        ("渠道分发引擎", "v1.0", "六渠道统一分发", "分发 API、内容适配、分发排期、效果追踪", "2027-Q1", "规划中", "科普平台"),
     ]
     for product in products:
         cur = conn.execute(
-            "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status) VALUES (?,?,?,?,?,?)",
+            "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)",
             product,
         )
         conn.execute(
@@ -238,6 +255,25 @@ CREATE TABLE IF NOT EXISTS file_assets (
             (month, record_type, category, amount, f"{month}-01", notes),
         )
 
+    # Seed project tasks for 信达科普文章项目 (project_id=1)
+    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:
+        conn.execute(
+            "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()
     conn.close()
 
@@ -304,9 +340,22 @@ def bootstrap():
         operations = attach_common(conn, "operations", rows(conn, "SELECT * FROM operation_projects ORDER BY id DESC"))
         products = attach_common(conn, "products", rows(conn, "SELECT * FROM product_versions ORDER BY id DESC"))
         finance = rows(conn, "SELECT * FROM finance_records ORDER BY month DESC, id DESC")
-        current_month = "2026-05"
-        revenue = sum(x["amount"] for x in finance if x["month"] == current_month and x["record_type"] == "revenue")
-        cost = sum(x["amount"] for x in finance if x["month"] == current_month and x["record_type"] == "cost_expense")
+        current_month = "2026-06"
+        # Finance aggregates
+        def sum_finance(months, rtype):
+            return sum(x["amount"] for x in finance if x["month"] in months and x["record_type"] == rtype)
+        months_2026 = [f"2026-{m:02d}" for m in range(1,7)]
+        months_q2 = ["2026-04","2026-05","2026-06"]
+        revenue_annual = sum_finance(months_2026, "revenue")
+        cost_annual = sum_finance(months_2026, "cost_expense")
+        revenue_q2 = sum_finance(months_q2, "revenue")
+        cost_q2 = sum_finance(months_q2, "cost_expense")
+        revenue_month = sum_finance([current_month], "revenue")
+        cost_month = sum_finance([current_month], "cost_expense")
+        # Contract aggregates
+        signed_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] == "已签约")
+        pipeline_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] not in ["已签约","已丢单","已归档","已完成"])
+        signed_not_executed = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_type"] == "execution" and x["execution_progress"] < 100)
         summary = {
             "project_name": "科普（慰心斋）",
             "metrics": {
@@ -314,14 +363,22 @@ def bootstrap():
                 "active_sales": len([x for x in sales if x["status"] in ["待跟进", "跟进中", "方案中", "商务谈判"]]),
                 "execution_projects": len([x for x in operations if x["project_type"] == "execution"]),
                 "risk_projects": len([x for x in operations if x["project_status"] == "有风险" or x["risks"]]),
-                "monthly_revenue": revenue,
-                "monthly_net_profit": revenue - cost,
+                "monthly_revenue": revenue_month,
+                "monthly_net_profit": revenue_month - cost_month,
                 "upcoming_products": len([x for x in products if x["status"] in ["规划中", "设计中", "开发中", "测试中"]]),
+                # Extended finance metrics
+                "signed_amount": signed_amount,
+                "pipeline_amount": pipeline_amount,
+                "revenue_annual": revenue_annual,
+                "revenue_q2": revenue_q2,
+                "gross_annual": revenue_annual - cost_annual,
+                "gross_q2": revenue_q2 - cost_q2,
+                "signed_not_executed": signed_not_executed,
             },
             "recent": rows(conn, "SELECT * FROM follow_up_records ORDER BY id DESC LIMIT 8"),
             "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, "financeMonthly": monthly_finance(conn)})
+        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "financeMonthly": monthly_finance(conn), "tasks": rows(conn, "SELECT * FROM project_tasks ORDER BY phase, id")})
     finally:
         conn.close()
 
@@ -330,8 +387,9 @@ TABLES = {
     "sales": ("sales_leads", ["target_customer", "priority", "status"]),
     "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date"]),
     "operations": ("operation_projects", ["project_name", "project_version", "project_type", "project_status", "current_stage", "owner", "target_customer", "customer_need", "expected_contract_amount", "expected_sign_date", "sign_probability", "next_action", "sop_stage", "execution_progress", "current_deliverable", "risks", "notes"]),
-    "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "notes"]),
+    "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes"]),
     "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes"]),
+    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes"]),
 }
 
 

static/app.js

@@ -3,6 +3,8 @@ const state = {
   data: null,
   opFilter: "all",
   chart: null,
+  chart2: null,
+  productPlatform: "all",
 };
 
 const money = (value) => `${Number(value || 0).toLocaleString("zh-CN")} 万`;
@@ -59,9 +61,8 @@ function switchTab(tab) {
 function render() {
   if (!state.data) return;
   renderHome();
-  renderSales();
+  renderProjects();
   renderProposals();
-  renderOperations();
   renderProducts();
   renderFinance();
   if (window.lucide) window.lucide.createIcons();
@@ -96,15 +97,26 @@ function renderHome() {
     <div class="grid gap-5">
       <div class="grid grid-cols-4 gap-3">
         ${[
-          ["P0 客户数", m.p0_customers, "sales"],
-          ["跟进中销售机会", m.active_sales, "sales"],
-          ["已签约执行项目", m.execution_projects, "operations"],
-          ["有风险项目", m.risk_projects, "operations"],
+          ["P0 客户数", m.p0_customers, "projects"],
+          ["跟进中销售机会", m.active_sales, "projects"],
+          ["已签约执行项目", m.execution_projects, "projects"],
+          ["有风险项目", m.risk_projects, "projects"],
           ["本月收入", money(m.monthly_revenue), "finance"],
           ["本月净利", money(m.monthly_net_profit), "finance"],
           ["即将上线版本", m.upcoming_products, "products"],
+          ["已签约未执行", money(m.signed_not_executed), "finance"],
         ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
       </div>
+      <div class="grid grid-cols-4 gap-3">
+        ${[
+          ["已签约合同总额", money(m.signed_amount), "projects"],
+          ["合同流程中", money(m.pipeline_amount), "projects"],
+          ["年度累计确收", money(m.revenue_annual), "finance"],
+          ["Q2 累计确收", money(m.revenue_q2), "finance"],
+          ["年度累计毛利", money(m.gross_annual), "finance"],
+          ["Q2 累计毛利", money(m.gross_q2), "finance"],
+        ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="trending-up"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
+      </div>
       <div class="grid grid-cols-2 gap-5">
         ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">财务趋势</h2>${badge("YYYY-MM")}</div><div style="position:relative;height:140px"><canvas id="financeChart"></canvas></div>`, "p-4")}
         ${card(`<h2 class="text-lg font-bold">风险提醒</h2><div class="mt-3 grid gap-2">${(summary.risks.length ? summary.risks : [{ title: "暂无高风险", content: "当前无明确阻塞，按周更新即可。" }]).map((r) => `<div class="rounded-md border border-amber-200 bg-amber-50 p-3"><p class="font-bold text-amber-900">${r.title}</p><p class="mt-1 text-sm text-amber-800 break-words">${r.content}</p></div>`).join("")}</div>`, "p-5")}
@@ -143,10 +155,15 @@ function formHtml(fields, button) {
 
 async function createResource(event, resource) {
   event.preventDefault();
-  const data = Object.fromEntries(new FormData(event.currentTarget).entries());
-  await api(`/api/${resource}`, { method: "POST", body: JSON.stringify({ data }) });
-  event.currentTarget.reset();
-  await load();
+  const form = event.currentTarget;
+  const data = Object.fromEntries(new FormData(form).entries());
+  try {
+    await api(`/api/${resource}`, { method: "POST", body: JSON.stringify({ data }) });
+    form.reset();
+    await load();
+  } catch (error) {
+    alert("创建失败：" + error.message);
+  }
 }
 
 window.createSales = (event) => createResource(event, "sales");
@@ -156,21 +173,54 @@ window.createProduct = (event) => createResource(event, "products");
 window.createFinance = (event) => createResource(event, "finance");
 window.switchTab = switchTab;
 
-function renderSales() {
-  const rows = state.data.sales.map((x) => [x.target_customer, badge(x.priority), badge(x.status), text(x.latest_follow_up_record)]);
-  const salesClicks = state.data.sales.map((x) => ({ resource: "sales", id: x.id }));
-  document.querySelector("#sales").innerHTML = `<div class="grid gap-4">
+function renderProjects() {
+  // Merge sales_leads and operation_projects into one table
+  const salesItems = state.data.sales.map((x) => ({
+    name: x.target_customer,
+    version: "",
+    type: "opportunity",
+    status: x.status,
+    amount: 0,
+    stage: "",
+    files: 0,
+    followup: x.latest_follow_up_record,
+    resource: "sales",
+    id: x.id,
+  }));
+  const opItems = state.data.operations.map((x) => ({
+    name: x.project_name,
+    version: x.project_version,
+    type: x.project_type,
+    status: x.project_status,
+    amount: x.expected_contract_amount || 0,
+    stage: x.current_stage || x.sop_stage,
+    files: x.files.length,
+    followup: x.latest_follow_up_record,
+    resource: "operations",
+    id: x.id,
+  }));
+  const allItems = [...salesItems, ...opItems];
+  const items = state.opFilter === "all" ? allItems : allItems.filter((x) => x.type === state.opFilter || (state.opFilter === "opportunity" && x.type === "opportunity"));
+  const rows = items.map((x) => [`<strong>${x.name}</strong>${x.version ? `<p class="text-xs text-slate-500">${x.version}</p>` : ""}`, badge(x.type), badge(x.status), x.amount ? money(x.amount) : "—", text(x.stage), text(x.followup)]);
+  const clicks = items.map((x) => ({ resource: x.resource, id: x.id }));
+  document.querySelector("#projects").innerHTML = `<div class="grid gap-4">
     ${card(formHtml([
-      { label: "目标客户", input: `<input name="target_customer" required placeholder="客户名称">` },
+      { label: "业务机会", input: `<input name="target_customer" required placeholder="客户名称">` },
       { label: "优先级", input: `<select name="priority"><option>P0</option><option selected>P1</option><option>P2</option><option>P3</option></select>` },
       { label: "状态", input: `<select name="status"><option>待跟进</option><option>跟进中</option><option>方案中</option><option>商务谈判</option><option>已签约</option><option>暂缓</option><option>已丢单</option></select>` },
-    ], { handler: "createSales", text: `<i data-lucide="plus"></i>新增客户` }), "p-4")}
-    ${renderTable(["目标客户", "优先级", "状态", "最新跟进记录"], rows, salesClicks)}
+    ], { handler: "createSales", text: `<i data-lucide="plus"></i>新增业务机会` }), "p-4")}
+    ${card(formHtml([
+      { label: "项目名称", input: `<input name="project_name" required>` },
+      { label: "项目版本", input: `<input name="project_version" value="v1.0">` },
+      { label: "项目类型", input: `<select name="project_type"><option value="opportunity">业务机会项目</option><option value="execution">已签约执行项目</option></select>` },
+      { label: "状态", input: `<input name="project_status" value="线索发现">` },
+    ], { handler: "createOperation", text: "新增项目" }), "p-4")}
+    <div class="flex gap-2">${[["all","全部"],["opportunity","业务机会"],["execution","已签约执行"]].map(([k,v]) => `<button class="btn ${state.opFilter === k ? "btn-primary" : "btn-ghost"}" onclick="state.opFilter='${k}'; renderProjects()">${v}</button>`).join("")}</div>
+    ${renderTable(["项目/客户", "类型", "状态", "金额", "当前阶段", "最新跟进"], rows, clicks)}
   </div>`;
 }
 
 function renderProposals() {
-  const categories = ["方案", "成本", "SOP", "财务流程"];
   const proposalRows = state.data.proposals.map((p) => [p.customer_or_project_name, p.version, badge(p.status), p.files.length + " 个"]);
   const proposalClicks = state.data.proposals.map((p) => ({ resource: "proposals", id: p.id }));
   document.querySelector("#proposals").innerHTML = `<div class="grid gap-4">
@@ -214,38 +264,25 @@ window.uploadFile = async (event, module, ownerId, version, category) => {
   await load();
 };
 
-function renderOperations() {
-  const items = state.opFilter === "all" ? state.data.operations : state.data.operations.filter((x) => x.project_type === state.opFilter);
-  const opRows = items.map((x) => [`<strong>${x.project_name}</strong><p class="text-xs text-slate-500">${x.project_version}</p>`, badge(x.project_type), badge(x.project_status), text(x.current_stage || x.sop_stage), `${x.files.length} 个`, text(x.latest_follow_up_record)]);
-  const opClicks = items.map((x) => ({ resource: "operations", id: x.id }));
-  document.querySelector("#operations").innerHTML = `<div class="grid gap-4">
-    ${card(formHtml([
-      { label: "项目名称", input: `<input name="project_name" required>` },
-      { label: "项目版本", input: `<input name="project_version" value="v1.0">` },
-      { label: "项目类型", input: `<select name="project_type"><option value="opportunity">业务机会项目</option><option value="execution">已签约执行项目</option></select>` },
-      { label: "状态", input: `<input name="project_status" value="线索发现">` },
-    ], { handler: "createOperation", text: "新增项目" }), "p-4")}
-    <div class="flex gap-2">${[["all","全部项目"],["opportunity","业务机会项目"],["execution","已签约执行项目"]].map(([k,v]) => `<button class="btn ${state.opFilter === k ? "btn-primary" : "btn-ghost"}" onclick="state.opFilter='${k}'; renderOperations()">${v}</button>`).join("")}</div>
-    ${renderTable(["项目名称", "类型", "状态", "当前阶段", "交付文件", "最新跟进"], opRows, opClicks)}
-  </div>`;
-}
-
 function renderProducts() {
+  const items = state.productPlatform === "all" ? state.data.products : state.data.products.filter((x) => (x.platform || "") === state.productPlatform);
   document.querySelector("#products").innerHTML = `<div class="grid gap-4">
     ${card(formHtml([
       { label: "产品名称", input: `<input name="product_name" required>` },
       { label: "版本号", input: `<input name="version" required>` },
+      { label: "平台", input: `<select name="platform"><option value="">—</option><option>真研平台</option><option>科普平台</option><option>关爱平台</option></select>` },
       { label: "上线日期", input: `<input name="launch_date" placeholder="2026-Q3">` },
       { label: "状态", input: `<select name="status"><option>规划中</option><option>设计中</option><option>开发中</option><option>测试中</option><option>已上线</option><option>已延期</option><option>已取消</option></select>` },
     ], { handler: "createProduct", text: "新增版本" }), "p-4")}
-    ${renderTable(["产品名称", "版本号", "版本目标", "核心功能", "上线日期", "状态"], state.data.products.map((p) => [p.product_name, p.version, text(p.version_goal), text(p.feature_list), text(p.launch_date), badge(p.status)]), state.data.products.map((p) => ({ resource: "products", id: p.id })))}
+    <div class="flex gap-2">${[["all","全部"],["真研平台","真研"],["科普平台","科普"],["关爱平台","关爱"]].map(([k,v]) => `<button class="btn ${state.productPlatform === k ? "btn-primary" : "btn-ghost"}" onclick="state.productPlatform='${k}'; renderProducts()">${v}</button>`).join("")}</div>
+    ${renderTable(["产品名称", "版本号", "版本目标", "核心功能", "平台", "上线日期", "状态"], items.map((p) => [p.product_name, p.version, text(p.version_goal), text(p.feature_list), text(p.platform), text(p.launch_date), badge(p.status)]), items.map((p) => ({ resource: "products", id: p.id })))}
   </div>`;
 }
 
 function renderFinance() {
   const rows = state.data.finance.map((x) => [x.month, badge(x.record_type === "revenue" ? "收入" : "成本/费用"), x.category, money(x.amount), x.occurred_date, text(x.notes)]);
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><canvas id="financeChart2" height="105"></canvas>`, "p-5")}
+    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div>`, "p-5")}
     ${card(formHtml([
       { label: "月份", input: `<input name="month" required placeholder="YYYY-MM" pattern="\\d{4}-\\d{2}">` },
       { label: "类型", input: `<select name="record_type"><option value="revenue">收入</option><option value="cost_expense">成本/费用</option></select>` },
@@ -261,7 +298,8 @@ function renderFinance() {
 function renderChartOn(id, data) {
   const canvas = document.querySelector(`#${id}`);
   if (!canvas || !window.Chart) return;
-  new Chart(canvas, {
+  if (state.chart2) state.chart2.destroy();
+  state.chart2 = new Chart(canvas, {
     type: "line",
     data: {
       labels: data.map((x) => x.month),
@@ -292,19 +330,19 @@ function openDrawer(resource, id) {
   const item = list.find((x) => x.id === id);
   const drawer = document.querySelector("#drawer");
   const fields = resource === "sales"
-    ? [["target_customer","目标客户"],["priority","优先级"],["status","状态"]]
+    ? [["target_customer","业务机会"],["priority","优先级"],["status","状态"]]
     : resource === "operations"
-      ? [["project_name","项目名称"],["project_version","项目版本"],["project_status","项目状态"],["current_stage","当前阶段"],["target_customer","目标客户"],["customer_need","客户需求"],["expected_contract_amount","预计签约金额"],["expected_sign_date","预计签约时间"],["sign_probability","签约概率"],["sop_stage","SOP 阶段"],["execution_progress","执行进度"],["current_deliverable","当前交付物"],["risks","风险与阻塞"],["next_action","下一步动作"]]
+      ? [["project_name","项目名称"],["project_version","项目版本"],["project_status","项目状态"],["current_stage","当前阶段"],["target_customer","业务机会"],["customer_need","客户需求"],["expected_contract_amount","预计签约金额"],["expected_sign_date","预计签约时间"],["sign_probability","签约概率"],["sop_stage","SOP 阶段"],["execution_progress","执行进度"],["current_deliverable","当前交付物"],["risks","风险与阻塞"],["next_action","下一步动作"]]
       : resource === "proposals"
         ? [["customer_or_project_name","客户/项目"],["version","版本号"],["description","版本说明"],["created_date","创建日期"],["status","状态"]]
-        : [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能清单"],["launch_date","上线日期"],["status","当前状态"],["notes","备注"]];
+        : [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能清单"],["platform","平台"],["launch_date","上线日期"],["status","当前状态"],["notes","备注"]];
   const fieldIcons = {
     target_customer: "user", priority: "flag", status: "circle-dot",
     project_name: "briefcase-business", project_version: "git-branch", project_status: "circle-dot", current_stage: "map-pin",
     customer_need: "file-text", expected_contract_amount: "banknote", expected_sign_date: "calendar",
     sign_probability: "percent", sop_stage: "list-checks", execution_progress: "activity",
     current_deliverable: "package", risks: "alert-triangle", next_action: "arrow-right",
-    product_name: "box", version: "tag", version_goal: "target", feature_list: "list",
+    product_name: "box", version: "tag", version_goal: "target", feature_list: "list", platform: "layers",
     launch_date: "calendar", notes: "sticky-note"
   };
   const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];
@@ -316,6 +354,20 @@ function openDrawer(resource, id) {
       <form id="drawerForm" class="drawer-fields">${fields.map(([key,label]) => drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key))).join("")}</form>
     </section>
     ${resource === "proposals" ? `<section><h3 class="drawer-section-title">方案文件</h3><div class="grid gap-2">${["方案","成本","SOP","财务流程"].map((cat) => fileGroup("proposal", item.id, item.version, cat, item.files.filter((f) => f.file_category === cat))).join("")}</div></section>` : ""}
+    ${resource === "operations" ? (() => {
+      const tasks = (state.data.tasks || []).filter((t) => t.project_id === id);
+      if (!tasks.length) return "";
+      const phases = [...new Set(tasks.map((t) => t.phase))];
+      return `<section><h3 class="drawer-section-title">项目任务</h3><div class="grid gap-3">${phases.map((phase) => {
+        const pt = tasks.filter((t) => t.phase === phase);
+        return `<div class="rounded-md border border-slate-200 p-3"><p class="text-[13px] font-semibold text-slate-700 mb-2"><i data-lucide="layers" style="width:14px;height:14px;display:inline;vertical-align:-2px;margin-right:4px"></i>${phase}</p><div class="grid gap-1.5">${pt.map((t) => {
+          const due = t.due_date ? `<span class="text-[11px] text-slate-400 ml-1">📅 ${t.due_date}</span>` : "";
+          const owner = t.owner ? `<span class="text-[11px] text-slate-500 ml-1">👤 ${t.owner}</span>` : "";
+          const blocker = t.blockers ? `<p class="text-[11px] text-red-600 mt-0.5">⚠ ${t.blockers}</p>` : "";
+          return `<div class="rounded bg-slate-50 px-2.5 py-1.5"><p class="text-[12px] text-slate-800"><strong>${t.milestone ? t.milestone + "：": ""}</strong>${t.task}${due}${owner}</p>${blocker}</div>`;
+        }).join("")}</div></div>`;
+      }).join("")}</div></section>`;
+    })() : ""}
     ${followupTarget ? `<section>
       <h3 class="drawer-section-title">活动 / 跟进</h3>
       <div class="grid gap-2">${(item.followups || []).map((f) => `<div class="activity-item"><div class="activity-icon"><i data-lucide="message-square"></i></div><div class="min-w-0 flex-1"><div class="flex justify-between gap-3 text-[12px] text-slate-500"><span>${f.follower} · ${f.follow_up_method}</span><span>${f.followed_at}</span></div><div class="mt-1 leading-5 text-slate-800 rich-content" data-html="${encodeURIComponent(f.content || '')}"></div>${f.next_action ? `<p class="mt-1 leading-5 text-blue-700">下一步：${text(f.next_action)}</p>` : ""}</div><button class="activity-delete" onclick="deleteFollowup(event, ${f.id}, '${resource}', ${item.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")}</div>

templates/index.html

@@ -36,18 +36,16 @@
 
     <nav class="tabs border-b border-slate-200 bg-white px-8" id="tabs">
       <button class="active" data-tab="home"><i data-lucide="home"></i>首页</button>
-      <button data-tab="sales"><i data-lucide="briefcase-business"></i>销售管理</button>
+      <button data-tab="projects"><i data-lucide="briefcase-business"></i>重点项目</button>
       <button data-tab="proposals"><i data-lucide="file-text"></i>业务方案</button>
-      <button data-tab="operations"><i data-lucide="activity"></i>运营管理</button>
       <button data-tab="products"><i data-lucide="package"></i>产品研发</button>
       <button data-tab="finance"><i data-lucide="wallet-cards"></i>财务管理</button>
     </nav>
 
     <main class="px-8 py-6">
       <section id="home" class="panel active"></section>
-      <section id="sales" class="panel"></section>
+      <section id="projects" class="panel"></section>
       <section id="proposals" class="panel"></section>
-      <section id="operations" class="panel"></section>
       <section id="products" class="panel"></section>
       <section id="finance" class="panel"></section>
     </main>