Merge branch 'dev'

chore: 触发重新部署
Merge branch 'dev'
2026-06-29 16:02:10 +08:00 · 2026-06-29 16:02:10 +08:00 · 2026-06-26 12:21:02 +08:00 · 2026-06-26 12:21:02 +08:00 · 2026-06-24 12:42:56 +08:00 · 2026-06-24 12:42:56 +08:00
21 changed files with 920 additions and 157 deletions
--- a/.gitea/workflows/deploy.yml
+++ b/.gitea/workflows/deploy.yml
@@ -0,0 +1,91 @@
+name: Deploy
+
+on:
+  push:
+    branches: [main]
+
+jobs:
+  deploy:
+    runs-on: prod-deploy
+    env:
+      DEPLOY_BASE: /opt/opc-manager
+      REPO_URL: https://qiukai:${{ secrets.DEPLOY_TOKEN }}@git.qiukai.me/qiukai/opc-manager.git
+      SERVICE_NAME: opc-manager
+    steps:
+      - name: Clone and deploy
+        run: |
+          set -e
+          RELEASE_ID="${{ github.sha }}"
+          RELEASE_DIR="${DEPLOY_BASE}/releases/${RELEASE_ID}"
+          CLONE_DIR="/tmp/opc-deploy-${RELEASE_ID}"
+
+          echo "=== 1. Clone repository ==="
+          rm -rf "${CLONE_DIR}"
+          git clone --depth 1 --branch main "${REPO_URL}" "${CLONE_DIR}"
+
+          echo "=== 2. Prepare release directory ==="
+          rm -rf "${RELEASE_DIR}"
+          mkdir -p "${RELEASE_DIR}"
+
+          # Copy repo content to release dir (exclude .git, .env, venv, data)
+          rsync -a --exclude='.git' \
+            --exclude='.env' \
+            --exclude='.env.local' \
+            --exclude='.venv' \
+            --exclude='data/uploads' \
+            --exclude='data/opc.sqlite' \
+            --exclude='__pycache__' \
+            --exclude='.gitea' \
+            "${CLONE_DIR}/" "${RELEASE_DIR}/"
+
+          echo "=== 3. Link shared resources ==="
+          mkdir -p "${RELEASE_DIR}/data"
+          # .env from shared dir (not in git)
+          ln -sfn "${DEPLOY_BASE}/shared/.env" "${RELEASE_DIR}/.env"
+          # uploads directory from shared (persist across releases)
+          mkdir -p "${DEPLOY_BASE}/shared/uploads"
+          ln -sfn "${DEPLOY_BASE}/shared/uploads" "${RELEASE_DIR}/data/uploads"
+
+          echo "=== 4. Setup Python venv ==="
+          cd "${RELEASE_DIR}"
+          python3 -m venv .venv
+          . .venv/bin/activate
+          pip install --no-cache-dir -r requirements.txt
+
+          echo "=== 5. Restart service ==="
+          # Update WorkingDirectory in service via symlink approach
+          # The systemd service points to /opt/opc-manager/current
+          ln -sfn "${RELEASE_DIR}" "${DEPLOY_BASE}/current"
+          systemctl restart "${SERVICE_NAME}"
+          sleep 3
+
+          echo "=== 6. Health check ==="
+          for i in 1 2 3 4 5; do
+            if curl -fsS http://127.0.0.1:5177/api/health >/dev/null 2>&1; then
+              echo "Health check passed"
+              break
+            fi
+            echo "Attempt $i: waiting for service..."
+            sleep 2
+          done
+
+          # Final verify
+          if ! curl -fsS http://127.0.0.1:5177/api/health >/dev/null 2>&1; then
+            echo "ERROR: Health check failed after 5 attempts"
+            echo "Rolling back to previous release..."
+            PREV=$(ls -t "${DEPLOY_BASE}/releases" | sed -n '2p')
+            if [ -n "${PREV}" ]; then
+              ln -sfn "${DEPLOY_BASE}/releases/${PREV}" "${DEPLOY_BASE}/current"
+              systemctl restart "${SERVICE_NAME}"
+              echo "Rolled back to ${PREV}"
+            fi
+            exit 1
+          fi
+
+          echo "=== 7. Cleanup old releases ==="
+          find "${DEPLOY_BASE}/releases" -mindepth 1 -maxdepth 1 -type d | sort | head -n -5 | xargs -r rm -rf
+
+          echo "=== 8. Cleanup temp ==="
+          rm -rf "${CLONE_DIR}"
+
+          echo "=== Deploy complete: ${RELEASE_ID} ==="
--- a/README.md
+++ b/README.md
@@ -53,3 +53,4 @@ curl http://127.0.0.1:5177/api/health
 - 产品：慰心斋产品路线图中的 5 个产品版本
 - 财务：首版财务样例和原财务 manager 合并方向

+# test trigger
--- a/backend/flask_app.py
+++ b/backend/flask_app.py
@@ -61,7 +61,7 @@ def admin_required(f):
    return decorated


-ALL_TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "无界·无界"]
+ALL_TENANTS = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]

@app.route("/login")
 def login_page():
@@ -84,7 +84,7 @@ def auth_login():
        session["role"] = user["role"]
        # 管理员可看所有工作台，OPC负责人看分配的工作台
        if user["role"] == "admin":
-            session["tenants"] = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "无界·无界"]
+            session["tenants"] = ["科普·无界", "科研·无界", "医患·无界", "MCN·无界", "学会·无界"]
        else:
            ut = rows(conn, "SELECT tenant FROM user_tenants WHERE user_id=?", (user["id"],))
            session["tenants"] = [x["tenant"] for x in ut]
@@ -487,7 +487,7 @@ def init_db():
        _exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
            ("wuji", generate_password_hash("wuji123", "pbkdf2:sha256"), "无界负责人", "opc_owner", date.today().isoformat()))
        # 各 OPC 负责人绑定工作台
-        for uname, tenant in [("kepu","科普·无界"),("keyan","科研·无界"),("yihuan","医患·无界"),("mcn","MCN·无界"),("wuji","无界·无界")]:
+        for uname, tenant in [("kepu","科普·无界"),("keyan","科研·无界"),("yihuan","医患·无界"),("mcn","MCN·无界"),("wuji","学会·无界")]:
            u = one(conn, "SELECT id FROM users WHERE username=?", (uname,))
            if u:
                _exec(conn, "INSERT INTO user_tenants (user_id, tenant) VALUES (?,?)", (u["id"], tenant))
@@ -685,7 +685,7 @@ 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)]
    pfs = rows(conn,
-        "SELECT sign_amount, sign_month, status, budget_data FROM project_finances WHERE tenant=?",
+        "SELECT sign_amount, sign_month, status, budget_data FROM project_finances WHERE tenant=? AND status='已签约'",
        [tenant])

    # 预解析 budget_data：{pf_index: {month_key: {rev, gross, payment, cost}}}
@@ -722,7 +722,7 @@ def monthly_finance(conn, tenant="科普·无界"):
        data.append({
            "month": month, "revenue": revenue,
            "labor": 0, "expense": 0, "purchase": 0,
-            "net_profit": gross,
+            "gross": gross,
            "sign": sign, "payment": payment, "cost": cost,
        })
    return data
@@ -777,22 +777,33 @@ def bootstrap():
                        total += float(b.get(field) or 0)
            return total

+        # 本季度月份范围（Q1=1-3, Q2=4-6, Q3=7-9, Q4=10-12），基于当前月
+        _now_month = date.today().month
+        _q_start = ((_now_month - 1) // 3) * 3 + 1
+        _q_range = range(_q_start, _q_start + 3)
        rev_annual = sum_budget("rev", range(1, 13))
        gross_annual = sum_budget("gross", range(1, 13))
-        rev_q2 = sum_budget("rev", range(4, 7))
-        gross_q2 = sum_budget("gross", range(4, 7))
-        rev_month = sum_budget("rev", [6])
-        gross_month = sum_budget("gross", [6])
+        rev_q2 = sum_budget("rev", _q_range)
+        gross_q2 = sum_budget("gross", _q_range)
+        rev_month = sum_budget("rev", [_now_month])
+        gross_month = sum_budget("gross", [_now_month])
+        payment_annual = sum_budget("payment", range(1, 13))
+        cost_annual = sum_budget("cost", range(1, 13))
+        payment_q2 = sum_budget("payment", _q_range)
+        cost_q2 = sum_budget("cost", _q_range)
+        payment_month = sum_budget("payment", [_now_month])
+        cost_month = sum_budget("cost", [_now_month])
        # Contract aggregates — from project_finances (经营管理项目)
        def pf_status_sum(status):
            return sum(x["sign_amount"] or 0 for x in pfs if x["status"] == status)
        signed_amount = pf_status_sum("已签约")
        # 年度签约 = 所有已签约项目 2026 年的签约金额
        signed_annual = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约")
-        # Q2 签约 = 签约月份在 2026-04~2026-06 的已签约项目
-        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 ["2026-04","2026-05","2026-06"])
-        # 本月签约 = 签约月份为 2026-06 的已签约项目
-        signed_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "") == "2026-06")
+        # 本季度签约 = 签约月份在当前季度的已签约项目
+        _q_months = [f"2026-{m:02d}" for m in _q_range]
+        signed_q2 = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] in _q_months)
+        # 本月签约 = 签约月份为当月的已签约项目
+        signed_month = sum(x["sign_amount"] or 0 for x in pfs if x["status"] == "已签约" and (x.get("sign_month") or "")[:7] == f"2026-{_now_month:02d}")
        pipeline_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] not in ["已签约","已丢单","已归档","已完成"])
        signed_not_executed = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_type"] == "execution" and x["execution_progress"] < 100)
        summary = {
@@ -819,6 +830,12 @@ def bootstrap():
                "revenue_q2": rev_q2,
                "gross_annual": gross_annual,
                "gross_q2": gross_q2,
+                "payment_annual": payment_annual,
+                "payment_q2": payment_q2,
+                "payment_month": payment_month,
+                "cost_annual": cost_annual,
+                "cost_q2": cost_q2,
+                "cost_month": cost_month,
                "signed_not_executed": signed_not_executed,
            },
            "recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),
@@ -1029,11 +1046,12 @@ def delete_file(file_id):

@app.route("/api/health")
 def health():
-    return jsonify({"ok": True, "db": str(DB_PATH)})
+    return jsonify({"ok": True, "service": "opc-manager"})


-init_db()
-seed_db()
+from migrations import run_migrations
+
+run_migrations()


 if __name__ == "__main__":
--- a/backend/migrations/init.py
+++ b/backend/migrations/init.py
@@ -0,0 +1,28 @@
+"""migrations/__init__.py — 数据库自愈机制入口
+
+应用启动时调用 run_migrations()，自动：
+1. 建表（CREATE TABLE IF NOT EXISTS）
+2. 加列（SHOW COLUMNS 检查后 ALTER TABLE ADD COLUMN）
+3. 数据修正（UPDATE 修复脏数据/变更枚举值）
+4. 初始化默认用户和示例数据（仅空库时）
+
+参考 SalesManager 的 migrations/ 模式，所有迁移函数幂等可重复执行。
+"""
+
+
+def run_migrations():
+    """执行所有迁移（顺序执行，幂等）
+
+    延迟 import 避免 circular import（migrations 各子模块依赖 flask_app 的 db/_exec 等）。
+    """
+    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
+    from migrations.seed import migrate_seed_users, migrate_seed_demo_data
+
+    migrate_create_tables()
+    migrate_add_columns()
+    migrate_fix_task_status()
+    migrate_rename_tenant()
+    migrate_seed_users()
+    migrate_seed_demo_data()
--- a/backend/migrations/columns.py
+++ b/backend/migrations/columns.py
@@ -0,0 +1,61 @@
+"""migrations/columns.py — 加列迁移（老表补字段，幂等）"""
+
+
+def _add_column_if_missing(conn, table, column, ddl):
+    """检查列是否存在，不存在才加（幂等）"""
+    from flask_app import _exec, mysql, logger
+
+    cur = conn.cursor(dictionary=True)
+    cur.execute(f"SHOW COLUMNS FROM {table} LIKE %s", (column,))
+    exists = cur.fetchone()
+    cur.close()
+    if not exists:
+        try:
+            _exec(conn, ddl)
+            print(f"[migrate] {table}.{column} 列已添加")
+        except mysql.connector.Error as e:
+            logger.debug(f"add column {table}.{column} skipped: {e}")
+
+
+def migrate_add_columns():
+    """为老表补齐后续新增的字段"""
+    from flask_app import db
+
+    conn = db()
+    try:
+        # tenant 字段（多工作台支持）
+        for table in ["sales_leads", "follow_up_records", "business_proposals",
+                       "operation_projects", "product_versions", "finance_records",
+                       "project_tasks"]:
+            _add_column_if_missing(conn, table, "tenant",
+                f"ALTER TABLE {table} ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'")
+
+        # business_proposals 扩展字段
+        _add_column_if_missing(conn, "business_proposals", "proposal_type",
+            "ALTER TABLE business_proposals ADD COLUMN proposal_type VARCHAR(100) NOT NULL DEFAULT '业务方案'")
+        _add_column_if_missing(conn, "business_proposals", "notes",
+            "ALTER TABLE business_proposals ADD COLUMN notes VARCHAR(2000) NOT NULL DEFAULT ''")
+
+        # product_versions 扩展字段
+        _add_column_if_missing(conn, "product_versions", "platform",
+            "ALTER TABLE product_versions ADD COLUMN platform VARCHAR(100) NOT NULL DEFAULT ''")
+
+        # project_tasks 扩展字段
+        _add_column_if_missing(conn, "project_tasks", "status",
+            "ALTER TABLE project_tasks ADD COLUMN status VARCHAR(50) NOT NULL DEFAULT '未开始'")
+        _add_column_if_missing(conn, "project_tasks", "sort_order",
+            "ALTER TABLE project_tasks ADD COLUMN sort_order INT NOT NULL DEFAULT 0")
+        _add_column_if_missing(conn, "project_tasks", "priority",
+            "ALTER TABLE project_tasks ADD COLUMN priority VARCHAR(10) NOT NULL DEFAULT 'P2'")
+
+        # project_finances 12 个月度预算字段（确收/毛利/回款/费用）
+        for m in ["01","02","03","04","05","06","07","08","09","10","11","12"]:
+            for field in ["rev", "gross", "payment", "cost"]:
+                col = f"{field}_2026_{m}"
+                _add_column_if_missing(conn, "project_finances", col,
+                    f"ALTER TABLE project_finances ADD COLUMN {col} DOUBLE NOT NULL DEFAULT 0")
+
+        conn.commit()
+        print("[migrate] 加列迁移完成")
+    finally:
+        conn.close()
--- a/backend/migrations/data_fixes.py
+++ b/backend/migrations/data_fixes.py
@@ -0,0 +1,49 @@
+"""migrations/data_fixes.py — 数据修正迁移（修复脏数据、变更枚举值）"""
+
+
+def migrate_fix_task_status():
+    """修正 project_tasks 中非法的 status 值"""
+    from flask_app import db, _exec, mysql, logger
+
+    conn = db()
+    try:
+        fixes = [
+            "UPDATE project_tasks SET status='未开始' WHERE status='' OR status IS NULL",
+            "UPDATE project_tasks SET status='已结束' WHERE status='done'",
+            "UPDATE project_tasks SET status='进行中' WHERE status='验收中'",
+        ]
+        for sql in fixes:
+            try:
+                cur = _exec(conn, sql)
+                affected = cur.rowcount
+                cur.close()
+                if affected:
+                    print(f"[migrate] 修正 {affected} 条任务状态")
+            except mysql.connector.Error as e:
+                logger.warning(f"task status fix skipped: {e}")
+        conn.commit()
+    finally:
+        conn.close()
+
+
+def migrate_rename_tenant():
+    """工作台重命名：无界·无界 → 学会·无界"""
+    from flask_app import db, _exec, mysql
+
+    conn = db()
+    try:
+        tables = ["user_tenants", "sales_leads", "follow_up_records", "business_proposals",
+                  "operation_projects", "product_versions", "finance_records", "project_tasks",
+                  "project_finances"]
+        for table in tables:
+            try:
+                cur = _exec(conn, f"UPDATE {table} SET tenant='学会·无界' WHERE tenant='无界·无界'")
+                affected = cur.rowcount
+                cur.close()
+                if affected:
+                    print(f"[migrate] {table}: {affected} 条记录 tenant 改为 '学会·无界'")
+            except mysql.connector.Error:
+                pass
+        conn.commit()
+    finally:
+        conn.close()
--- a/backend/migrations/seed.py
+++ b/backend/migrations/seed.py
@@ -0,0 +1,55 @@
+"""migrations/seed.py — 初始化默认用户和示例数据（仅在空库时执行）"""
+
+from datetime import date
+
+
+def migrate_seed_users():
+    """初始化默认用户和工作台权限（仅空库时执行）"""
+    from flask_app import db, _exec, one, generate_password_hash
+
+    conn = db()
+    try:
+        if one(conn, "SELECT id FROM users LIMIT 1"):
+            return  # 已有用户，跳过
+
+        default_users = [
+            ("qiukai", "yxcowork2026", "qiukai", "admin"),
+            ("kepu", "kepu123", "科普负责人", "opc_owner"),
+            ("keyan", "keyan123", "科研负责人", "opc_owner"),
+            ("yihuan", "yihuan123", "医患负责人", "opc_owner"),
+            ("mcn", "mcn123", "MCN负责人", "opc_owner"),
+            ("wuji", "wuji123", "无界负责人", "opc_owner"),
+        ]
+        for username, pwd, display, role in default_users:
+            _exec(conn, "INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)",
+                  (username, generate_password_hash(pwd, "pbkdf2:sha256"), display, role, date.today().isoformat()))
+
+        # 绑定工作台
+        tenant_map = [
+            ("kepu", "科普·无界"), ("keyan", "科研·无界"), ("yihuan", "医患·无界"),
+            ("mcn", "MCN·无界"), ("wuji", "学会·无界"),
+        ]
+        for uname, tenant in tenant_map:
+            u = one(conn, "SELECT id FROM users WHERE username=?", (uname,))
+            if u:
+                _exec(conn, "INSERT INTO user_tenants (user_id, tenant) VALUES (?,?)", (u["id"], tenant))
+
+        conn.commit()
+        print("[migrate] 默认用户已初始化")
+    finally:
+        conn.close()
+
+
+def migrate_seed_demo_data():
+    """填充初始示例数据（仅在空库时执行）"""
+    from flask_app import db, one, seed_db
+
+    conn = db()
+    try:
+        if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
+            return  # 已有数据，跳过
+    finally:
+        conn.close()
+
+    seed_db()
+    print("[migrate] 示例数据已填充")
--- a/backend/migrations/tables.py
+++ b/backend/migrations/tables.py
@@ -0,0 +1,162 @@
+"""migrations/tables.py — 建表迁移（所有表的 CREATE TABLE IF NOT EXISTS）"""
+
+
+def migrate_create_tables():
+    """确保所有业务表存在（幂等）"""
+    from flask_app import db, _exec, mysql, logger
+
+    conn = db()
+    try:
+        tables = [
+            """CREATE TABLE IF NOT EXISTS sales_leads (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  target_customer VARCHAR(1000) NOT NULL,
+  priority VARCHAR(1000) NOT NULL DEFAULT 'P1',
+  status VARCHAR(1000) NOT NULL DEFAULT '待跟进',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS follow_up_records (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  target_type VARCHAR(1000) NOT NULL,
+  target_id INT NOT NULL,
+  followed_at VARCHAR(1000) NOT NULL DEFAULT '',
+  follower VARCHAR(1000) NOT NULL DEFAULT '慰心',
+  follow_up_method VARCHAR(1000) NOT NULL DEFAULT '记录',
+  content VARCHAR(1000) NOT NULL DEFAULT '',
+  next_action VARCHAR(1000) NOT NULL DEFAULT '',
+  next_follow_up_at VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS business_proposals (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  customer_or_project_name VARCHAR(1000) NOT NULL,
+  version VARCHAR(1000) NOT NULL,
+  description VARCHAR(1000) NOT NULL DEFAULT '',
+  status VARCHAR(1000) NOT NULL DEFAULT '草稿',
+  created_date VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS operation_projects (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  project_name VARCHAR(1000) NOT NULL,
+  project_version VARCHAR(1000) NOT NULL DEFAULT 'v1.0',
+  project_type VARCHAR(1000) NOT NULL DEFAULT 'opportunity',
+  project_status VARCHAR(1000) NOT NULL DEFAULT '',
+  current_stage VARCHAR(1000) NOT NULL DEFAULT '',
+  owner VARCHAR(1000) NOT NULL DEFAULT '慰心',
+  start_date VARCHAR(1000) NOT NULL DEFAULT '',
+  end_date VARCHAR(1000) NOT NULL DEFAULT '',
+  target_customer VARCHAR(1000) NOT NULL DEFAULT '',
+  customer_need VARCHAR(1000) NOT NULL DEFAULT '',
+  expected_contract_amount DOUBLE NOT NULL DEFAULT 0,
+  expected_sign_date VARCHAR(1000) NOT NULL DEFAULT '',
+  sign_probability DOUBLE NOT NULL DEFAULT 0,
+  next_action VARCHAR(1000) NOT NULL DEFAULT '',
+  related_business_proposal_id INTEGER,
+  sop_file_id INTEGER,
+  sop_stage VARCHAR(1000) NOT NULL DEFAULT '',
+  execution_progress DOUBLE NOT NULL DEFAULT 0,
+  current_deliverable VARCHAR(1000) NOT NULL DEFAULT '',
+  risks VARCHAR(1000) NOT NULL DEFAULT '',
+  notes VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS product_versions (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  product_name VARCHAR(1000) NOT NULL,
+  version VARCHAR(1000) NOT NULL,
+  version_goal VARCHAR(1000) NOT NULL DEFAULT '',
+  feature_list VARCHAR(1000) NOT NULL DEFAULT '',
+  launch_date VARCHAR(1000) NOT NULL DEFAULT '',
+  status VARCHAR(1000) NOT NULL DEFAULT '规划中',
+  notes VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS finance_records (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  month VARCHAR(1000) NOT NULL,
+  project_name VARCHAR(1000) NOT NULL DEFAULT '科普（慰心斋）',
+  record_type VARCHAR(1000) NOT NULL,
+  category VARCHAR(1000) NOT NULL DEFAULT '',
+  amount DOUBLE NOT NULL DEFAULT 0,
+  occurred_date VARCHAR(1000) NOT NULL DEFAULT '',
+  notes VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS file_assets (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  module VARCHAR(1000) NOT NULL,
+  owner_id INT NOT NULL,
+  owner_version VARCHAR(1000) NOT NULL DEFAULT '',
+  file_category VARCHAR(1000) NOT NULL DEFAULT '',
+  file_name VARCHAR(1000) NOT NULL,
+  file_type VARCHAR(1000) NOT NULL DEFAULT '',
+  file_size INTEGER NOT NULL DEFAULT 0,
+  file_path VARCHAR(1000) NOT NULL,
+  is_external INTEGER NOT NULL DEFAULT 0,
+  notes VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS project_tasks (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  project_id INTEGER NOT NULL,
+  phase VARCHAR(1000) NOT NULL DEFAULT '',
+  milestone VARCHAR(1000) NOT NULL DEFAULT '',
+  task VARCHAR(1000) NOT NULL DEFAULT '',
+  owner VARCHAR(1000) NOT NULL DEFAULT '',
+  due_date VARCHAR(1000) NOT NULL DEFAULT '',
+  blockers VARCHAR(1000) NOT NULL DEFAULT '',
+  notes VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS users (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  username VARCHAR(100) NOT NULL UNIQUE,
+  password_hash VARCHAR(255) NOT NULL,
+  display_name VARCHAR(100) NOT NULL,
+  role VARCHAR(50) NOT NULL DEFAULT 'opc_owner',
+  created_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+            """CREATE TABLE IF NOT EXISTS user_tenants (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  user_id INT NOT NULL,
+  tenant VARCHAR(100) NOT NULL,
+  UNIQUE KEY (user_id, tenant)
+)""",
+            """CREATE TABLE IF NOT EXISTS project_finances (
+  id INT AUTO_INCREMENT PRIMARY KEY,
+  tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界',
+  project_id VARCHAR(100) NOT NULL DEFAULT '',
+  business_type VARCHAR(100) NOT NULL DEFAULT '',
+  customer_name VARCHAR(200) NOT NULL DEFAULT '',
+  sign_amount DOUBLE NOT NULL DEFAULT 0,
+  sign_month VARCHAR(20) NOT NULL DEFAULT '',
+  status VARCHAR(50) NOT NULL DEFAULT '待签约',
+  sales_person VARCHAR(100) NOT NULL DEFAULT '',
+  total_rev DOUBLE NOT NULL DEFAULT 0,
+  total_gross DOUBLE NOT NULL DEFAULT 0,
+  budget_data TEXT,
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""",
+        ]
+
+        for ddl in tables:
+            try:
+                _exec(conn, ddl)
+                conn.commit()
+            except mysql.connector.Error as e:
+                logger.debug(f"create table skipped: {e}")
+                conn.commit()
+
+        print("[migrate] 所有业务表已就绪")
+    finally:
+        conn.close()
--- a/deploy/README.md
+++ b/deploy/README.md
@@ -0,0 +1,193 @@
+# OPC-Manager 自动化部署指南
+
+## 架构
+
+```
+开发者 push main → Gitea 仓库 (git.qiukai.me)
+                        ↓
+                  Gitea Actions 触发
+                        ↓
+            Runner（跑在业务服务器 82.157.208.197 上）
+                        ↓
+            git clone → rsync 到 release 目录
+                        ↓
+            创建 venv → pip install → systemctl restart
+                        ↓
+            健康检查 → 切换 current 软链 → 清理旧版本
+```
+
+## 服务器目录结构
+
+```
+/opt/opc-manager/
+├── releases/
+│   ├── abc1234/     ← 本次发布（commit sha）
+│   ├── def5678/     ← 上次发布
+│   └── ...          ← 保留最近 5 个
+├── shared/
+│   ├── .env         ← 环境变量（不进 git，持久化）
+│   └── uploads/     ← 上传的文件（持久化，跨版本共享）
+└── current → releases/abc1234  ← 软链，指向当前生效版本
+```
+
+## 一次性准备（在业务服务器上执行）
+
+### 1. 安装 Gitea Actions Runner
+
+```bash
+# 下载 act_runner
+cd /opt
+wget https://gitea.com/gitea/act_runner/releases/download/v0.2.11/act_runner-0.2.11-linux-amd64 -O act_runner
+chmod +x act_runner
+mv act_runner /usr/local/bin/
+
+# 注册 runner（到 git.qiukai.me）
+# 先在 Gitea 网页：仓库设置 → Actions → Runners → New runner，获取 token
+act_runner register \
+  --instance https://git.qiukai.me \
+  --token <YOUR_RUNNER_TOKEN> \
+  --name prod-deploy \
+  --labels prod-deploy \
+  --no-interactive
+
+# 安装为系统服务
+act_runner daemon --config /etc/act_runner/config.yaml &
+# 或用 systemd：
+cat > /etc/systemd/system/act-runner.service <<'EOF'
+[Unit]
+Description=Gitea Actions Runner
+After=network.target
+
+[Service]
+Type=simple
+ExecStart=/usr/local/bin/act_runner daemon
+Restart=on-failure
+Environment=HOME=/root
+
+[Install]
+WantedBy=multi-user.target
+EOF
+
+systemctl daemon-reload
+systemctl enable --now act-runner
+```
+
+### 2. 创建部署目录结构
+
+```bash
+mkdir -p /opt/opc-manager/{releases,shared/uploads}
+```
+
+### 3. 创建 .env 文件
+
+```bash
+cat > /opt/opc-manager/shared/.env <<'EOF'
+SECRET_KEY=改成一串随机字符串_至少32位
+DB_HOST=127.0.0.1
+DB_PORT=3306
+DB_USER=opc
+DB_PASSWORD=opc123456
+DB_NAME=opc
+FLASK_DEBUG=false
+EOF
+
+chmod 600 /opt/opc-manager/shared/.env
+```
+
+### 4. 安装 systemd service
+
+```bash
+# 从仓库的 deploy/opc-manager.service 复制
+cat > /etc/systemd/system/opc-manager.service <<'EOF'
+[Unit]
+Description=OPC Manager (Flask)
+After=network.target mysql.service
+
+[Service]
+Type=simple
+WorkingDirectory=/opt/opc-manager/current
+ExecStart=/opt/opc-manager/current/.venv/bin/gunicorn --preload -w 4 -b 0.0.0.0:5177 backend.flask_app:app
+Restart=on-failure
+RestartSec=5
+EnvironmentFile=/opt/opc-manager/current/.env
+
+[Install]
+WantedBy=multi-user.target
+EOF
+
+systemctl daemon-reload
+systemctl enable opc-manager
+```
+
+### 5. 配置 Gitea Secret
+
+在 Gitea 网页操作：
+1. 进入仓库 `qiukai/opc-manager`
+2. 设置 → Actions → Secrets → New Secret
+3. Name: `DEPLOY_TOKEN`
+4. Value: 你的 Gitea Personal Access Token（需要有 repo 读权限）
+   - 生成路径：头像 → 设置 → 应用 → 生成令牌
+
+### 6. 首次手动部署
+
+push 代码前，先手动跑一次确保目录结构正确：
+
+```bash
+cd /opt/opc-manager
+git clone --depth 1 --branch main https://git.qiukai.me/qiukai/opc-manager.git /tmp/opc-init
+RELEASE_DIR=/opt/opc-manager/releases/initial
+mkdir -p "${RELEASE_DIR}"
+rsync -a --exclude='.git' --exclude='.env' --exclude='.venv' /tmp/opc-init/ "${RELEASE_DIR}/"
+ln -sfn /opt/opc-manager/shared/.env "${RELEASE_DIR}/.env"
+ln -sfn /opt/opc-manager/shared/uploads "${RELEASE_DIR}/data/uploads"
+cd "${RELEASE_DIR}"
+python3 -m venv .venv
+. .venv/bin/activate
+pip install -r requirements.txt
+ln -sfn "${RELEASE_DIR}" /opt/opc-manager/current
+systemctl start opc-manager
+curl http://127.0.0.1:5177/api/health
+rm -rf /tmp/opc-init
+```
+
+## 日常使用
+
+### 发布新版本
+```bash
+# 本地
+git push origin main
+# 自动触发 Gitea Actions → 服务器自动部署
+```
+
+### 查看部署状态
+```bash
+# 在 Gitea 网页：仓库 → Actions 查看部署日志
+# 或在服务器：
+systemctl status opc-manager
+ls -la /opt/opc-manager/current
+```
+
+### 回滚
+```bash
+# 列出历史版本
+ls -t /opt/opc-manager/releases
+# 切换到上一个版本
+PREV=$(ls -t /opt/opc-manager/releases | sed -n '2p')
+ln -sfn "/opt/opc-manager/releases/${PREV}" /opt/opc-manager/current
+systemctl restart opc-manager
+```
+
+## Nginx 反代（可选）
+
+```nginx
+server {
+    listen 80;
+    server_name opc.yxcowork.vip;
+    location / {
+        proxy_pass http://127.0.0.1:5177;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+    }
+}
+```
--- a/deploy/opc-manager.service
+++ b/deploy/opc-manager.service
@@ -0,0 +1,14 @@
+[Unit]
+Description=OPC Manager (Flask)
+After=network.target mysql.service
+
+[Service]
+Type=simple
+WorkingDirectory=/opt/opc-manager/current
+ExecStart=/opt/opc-manager/current/.venv/bin/gunicorn --preload -w 4 -b 0.0.0.0:5177 backend.flask_app:app
+Restart=on-failure
+RestartSec=5
+EnvironmentFile=/opt/opc-manager/current/.env
+
+[Install]
+WantedBy=multi-user.target
--- a/deploy/服务器配置任务提示词.md
+++ b/deploy/服务器配置任务提示词.md
@@ -0,0 +1,82 @@
+# OPC-Manager 自动化部署配置任务
+
+## 背景
+OPC-Manager 项目（Flask + MySQL，端口 5177）需要配置 Gitea Actions 自动化部署。参考 SalesManager 的模式：push 到 main 分支后自动部署到业务服务器。部署工作流文件已写好（`.gitea/workflows/deploy.yml`），需要在服务器上完成一次性准备。
+
+## 服务器信息
+- 业务服务器：82.157.208.197（SSH 别名 `ssh business`）
+- Gitea 地址：https://git.qiukai.me
+- 仓库：qiukai/opc-manager
+- 服务端口：5177
+- MySQL：已安装（8.0.45，系统服务），数据库 `opc`，用户 `opc/opc123456`
+
+## 需要完成的 5 个步骤
+
+### 1. 安装 Gitea Actions Runner
+在业务服务器上安装 `act_runner` 并注册到 Gitea：
+- 下载地址：https://gitea.com/gitea/act_runner/releases/download/v0.2.11/act_runner-0.2.11-linux-amd64
+- 放到 `/usr/local/bin/act_runner`
+- 注册时 name=`prod-deploy`，labels=`prod-deploy`
+- 注册 token 需要到 Gitea 网页获取：仓库 qiukai/opc-manager → 设置 → Actions → Runners → New runner
+- 安装为 systemd 服务（`/etc/systemd/system/act-runner.service`），开机自启
+
+### 2. 创建部署目录结构
+```bash
+mkdir -p /opt/opc-manager/{releases,shared/uploads}
+```
+
+### 3. 创建 .env 文件
+在 `/opt/opc-manager/shared/.env` 创建环境变量文件：
+```
+SECRET_KEY=随机生成32位以上字符串
+DB_HOST=127.0.0.1
+DB_PORT=3306
+DB_USER=opc
+DB_PASSWORD=opc123456
+DB_NAME=opc
+FLASK_DEBUG=false
+```
+权限设为 600。
+
+### 4. 安装 systemd service
+创建 `/etc/systemd/system/opc-manager.service`：
+```ini
+[Unit]
+Description=OPC Manager (Flask)
+After=network.target mysql.service
+
+[Service]
+Type=simple
+WorkingDirectory=/opt/opc-manager/current
+ExecStart=/opt/opc-manager/current/.venv/bin/gunicorn --preload -w 4 -b 0.0.0.0:5177 backend.flask_app:app
+Restart=on-failure
+RestartSec=5
+EnvironmentFile=/opt/opc-manager/current/.env
+
+[Install]
+WantedBy=multi-user.target
+```
+执行 `systemctl daemon-reload && systemctl enable opc-manager`（先不 start，等首次部署后自动启动）。
+
+### 5. 配置 Gitea Secret
+在 Gitea 网页操作（需要用户在浏览器完成）：
+- 进入仓库 qiukai/opc-manager → 设置 → Actions → Secrets → New Secret
+- Name: `DEPLOY_TOKEN`
+- Value: 用户的 Gitea Personal Access Token（需 repo 读权限）
+  - 生成路径：头像 → 设置 → 应用 → 生成令牌
+
+## 首次部署验证
+准备完成后，在本地执行一次 `git push origin main`，观察：
+1. Gitea 网页 Actions 页面是否有部署任务在运行
+2. 部署日志是否正常
+3. 部署完成后 `curl http://127.0.0.1:5177/api/health` 是否返回 `{"ok":true,"service":"opc-manager"}`
+4. `systemctl status opc-manager` 是否 active
+
+## 参考文件
+项目的部署工作流在仓库的 `.gitea/workflows/deploy.yml`，systemd 模板在 `deploy/opc-manager.service`，完整说明在 `deploy/README.md`。
+
+## 注意事项
+- Gitea Runner 的 token 需要用户在浏览器获取后告诉你，你无法自动获取
+- Gitea Secret (DEPLOY_TOKEN) 也需要用户在浏览器配置
+- 如果服务器没有 python3.11+，需要先安装（OPC-Manager 要求 Python 3.9+）
+- 确保服务器已安装 git、rsync、curl（一般都有）
--- a/requirements.txt
+++ b/requirements.txt
@@ -0,0 +1,5 @@
+flask==3.1.3
+mysql-connector-python==9.4.0
+python-dotenv==1.2.1
+werkzeug==3.1.8
+gunicorn==23.0.0
--- a/static/app.js
+++ b/static/app.js
@@ -1,26 +1,13 @@
 // app.js — 入口文件（加载模块 + 初始化）
-// 所有业务逻辑已拆分到 modules/ 目录：
-//   utils.js     — 共享状态、工具函数、API 封装
-//   home.js      — 首页 + 财务趋势图
-//   projects.js  — 重点工作与台账（项目+任务+拖拽）
-//   proposals.js — 业务方案 + 文件管理
-//   products.js  — 产品迭代
-//   finance.js   — 经营管理（财务）
-//   drawer.js    — 详情抽屉 + 评论 + 转移
-
-// Tab 点击委托
-document.querySelector("#tabs").addEventListener("click", (event) => {
-  const button = event.target.closest("button[data-tab]");
-  if (button) switchTab(button.dataset.tab);
-});

 // 恢复上次的工作台和标签页
 const savedTenant = localStorage.getItem("opc-active-tenant");
 if (savedTenant) {
  state.tenant = savedTenant;
-  document.querySelectorAll(".workspace-nav-item").forEach(el => el.classList.toggle("active", el.dataset.tenant === savedTenant));
  const label = savedTenant.replace("·无界", "");
  document.querySelector("#workspaceTitle").textContent = label + " OPC 工作台";
+  const tLabel = document.querySelector("#currentTenantLabel");
+  if (tLabel) { tLabel.textContent = label || "工作台"; tLabel.title = savedTenant; }
 }
 const savedTab = localStorage.getItem("opc-active-tab");

--- a/static/modules/drawer.js
+++ b/static/modules/drawer.js
@@ -1,4 +1,4 @@
-// drawer.js — 详情抽屉 + 评论 + 转移 + 删除
+// drawer.js — 详情抽屉 + 评论 + 删除

 function drawerField(icon, label, name, value, multiline = false, customControl = null) {
  const safeValue = esc(value || "");
@@ -37,7 +37,7 @@ function openDrawer(resource, id) {
  const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : "";
  const title = esc(item.target_customer || item.project_name || (item.customer_or_project_name ? `${item.customer_or_project_name} · ${item.proposal_type || ''}` : "") || item.product_name);
  const titleForAttr = esc(item.target_customer || item.project_name || (item.customer_or_project_name ? `${item.customer_or_project_name} · ${item.proposal_type || ''}` : "") || item.product_name);
-  drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-blue-600 hover:bg-blue-50" onclick="openTransferModal('${resource}', ${id}, '${titleForAttr}')" ${resource === 'operations' ? '' : 'style="display:none"'}><i data-lucide="move-right"></i>转移</button><button class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteDrawerItem('${resource}', ${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
+  drawer.innerHTML = `<div class="drawer-panel"><div class="sticky top-0 z-10 flex items-center justify-between border-b border-slate-200 bg-white/95 px-5 py-3 backdrop-blur"><div><p class="text-[10px] font-semibold uppercase tracking-[0.18em] text-slate-400">Detail Drawer</p><div class="flex items-center gap-2"><h2 class="drawer-title text-[17px] font-semibold leading-6 text-slate-900">${title}</h2><span id="drawerSaveStatus" class="save-status"></span></div></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteDrawerItem('${resource}', ${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
    <section>
      <h3 class="drawer-section-title">属性</h3>
      <form id="drawerForm" class="drawer-fields">
@@ -172,33 +172,6 @@ window.deleteDrawerItem = async (resource, id) => {
  }
 };

-window.openTransferModal = (resource, id, title) => {
-  document.querySelector("#transfer-resource").value = resource;
-  document.querySelector("#transfer-id").value = id;
-  document.querySelector("#transfer-title-text").textContent = "将「" + title + "」转移到：";
-  document.querySelector("#transferModal").classList.remove("hidden");
-};
-
-window.closeTransferModal = () => {
-  document.querySelector("#transferModal").classList.add("hidden");
-};
-
-window.submitTransfer = async (event) => {
-  event.preventDefault();
-  const form = event.currentTarget;
-  const resource = form.querySelector('[name="transfer_resource"]').value;
-  const id = form.querySelector('[name="transfer_id"]').value;
-  const newTenant = form.querySelector('[name="transfer_tenant"]').value;
-  try {
-    await api(`/api/${resource}/${id}`, { method: "PUT", body: JSON.stringify({ data: { tenant: newTenant } }) });
-    closeTransferModal();
-    closeDrawer();
-    await load();
-  } catch (error) {
-    toast("转移失败：" + error.message, "error");
-  }
-};
-
 // Squire 富文本编辑器
 window.squireInstances = {};
 window.squireCmd = (cmd) => {
--- a/static/modules/finance.js
+++ b/static/modules/finance.js
@@ -1,5 +1,7 @@
 // finance.js — 经营管理（财务）模块

+const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")} 元`;
+
 function renderFinance() {
  const pfs = state.data.projectFinances || [];
  const ops = state.data.operations || [];
@@ -102,12 +104,12 @@ function renderFinance() {

  document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
    <div class="grid grid-cols-6 gap-3">
-      ${[["已签项目","" + signed.length],["签约金额",money(sumSign)],["流程项目","" + inContract.length],["流程金额",money(sumContract)],["待签项目","" + pending.length],["待签金额",money(sumPending)]].map(([l,v]) => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs text-slate-500">${l}</p><p class="text-xl font-bold text-slate-800">${v}</p></div>`).join("")}
+      ${[["已签项目","" + signed.length,"file-check-2"],["签约金额",moneyInt(sumSign),"coins"],["流程项目","" + inContract.length,"file-clock"],["流程金额",moneyInt(sumContract),"clock"],["待签项目","" + pending.length,"file-question"],["待签金额",moneyInt(sumPending),"hourglass"]].map(([l,v,icon]) => `<div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${l}</span><strong class="mt-2 block text-2xl">${v}</strong></div>`).join("")}
    </div>
    <div class="grid grid-cols-5 gap-3">
-      ${[["本月确收",money(thisMonthRev)],["本月毛利",money(thisMonthGross)],["本月回款",money(monthPayment)],["本月费用",money(monthCost)],["本月现金流",money(monthCashflow)]].map(([l,v]) => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs text-slate-500">${l}</p><p class="text-xl font-bold text-slate-800">${v}</p></div>`).join("")}
+      ${[["本月确收",moneyInt(thisMonthRev),"trending-up"],["本月毛利",moneyInt(thisMonthGross),"percent"],["本月回款",moneyInt(monthPayment),"wallet"],["本月费用",moneyInt(monthCost),"receipt"],["本月现金流",moneyInt(monthCashflow),"repeat"]].map(([l,v,icon]) => `<div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${l}</span><strong class="mt-2 block text-2xl">${v}</strong></div>`).join("")}
    </div>
-    <div class="flex justify-end"><button class="btn btn-primary btn-sm" onclick="openFinanceModal()"><i data-lucide="plus"></i>新增财务项目</button></div>
+    <div class="flex justify-between items-center"><div class="flex items-center gap-1" id="finViewToggle"><button class="btn btn-sm ${state.finView !== 'cashflow' ? 'btn-primary' : 'btn-ghost'} p-1.5" data-view="rev" onclick="setFinView('rev')" title="确收/毛利视图"><i data-lucide="trending-up" style="width:16px;height:16px"></i></button><button class="btn btn-sm ${state.finView === 'cashflow' ? 'btn-primary' : 'btn-ghost'} p-1.5" data-view="cashflow" onclick="setFinView('cashflow')" title="回款/费用视图"><i data-lucide="wallet" style="width:16px;height:16px"></i></button></div><button class="btn btn-primary btn-sm" onclick="openFinanceModal()"><i data-lucide="plus"></i>新增财务项目</button></div>
    <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-5xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息与月度预算</p></div><div class="flex items-center gap-2"><button class="btn btn-ghost btn-sm text-red-600 hidden" id="financeDeleteBtn" onclick="deleteFinanceItem()"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div></div>
  <div class="finance-tabs">
    <button class="finance-tab active" data-tab="info" onclick="switchFinanceTab('info')"><i data-lucide="info" style="width:14px;height:14px;display:inline-block;vertical-align:-2px;margin-right:4px"></i>基本信息</button>
@@ -166,7 +168,7 @@ function renderFinance() {
  <button type="button" class="btn btn-ghost btn-sm mt-3" onclick="addBudgetRow()"><i data-lucide="plus"></i>添加月份</button>
 </div>
 <div class="flex justify-end gap-3 pt-2"><button type="button" class="btn btn-ghost btn-sm px-6" onclick="closeFinanceModal()">取消</button><button type="submit" class="btn btn-primary btn-sm px-8">保存</button></div></form></div></div>
-    ${card(`<div class="flex items-center justify-between mb-3"><h3 class="font-bold text-slate-700">项目明细 <span class="text-slate-400 font-normal">(${pfs.length})</span></h3><div class="flex items-center gap-1" id="finViewToggle"><button class="btn btn-sm ${state.finView !== 'cashflow' ? 'btn-primary' : 'btn-ghost'} p-1.5" data-view="rev" onclick="setFinView('rev')" title="确收/毛利视图"><i data-lucide="trending-up" style="width:16px;height:16px"></i></button><button class="btn btn-sm ${state.finView === 'cashflow' ? 'btn-primary' : 'btn-ghost'} p-1.5" data-view="cashflow" onclick="setFinView('cashflow')" title="回款/费用视图"><i data-lucide="wallet" style="width:16px;height:16px"></i></button></div></div><div class="flex gap-2 mb-3">${[["已签约","已签约"],["流程中","流程中"],["待签约","待签约"]].map(([k,v]) => `<button class="btn btn-sm ${state.finFilter === k ? 'btn-primary' : 'btn-ghost'}" onclick="state.finFilter='${k}';renderFinance()">${v} (${pfs.filter(x=>x.status===k).length})</button>`).join("")}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold">项目名称</th><th class="p-2 text-center font-semibold">类型</th><th class="p-2 text-center font-semibold">状态</th><th class="p-2 text-center font-semibold">签约月份</th><th class="p-2 text-center font-semibold">签约金额</th>${monthLabels.map(l => `<th class="p-2 text-center font-semibold">${l}<br><span class="text-xs text-slate-400">${state.finView !== 'cashflow' ? '确收/毛利' : '回款/费用'}</span></th>`).join("")}<th class="p-2 text-center font-semibold">总计<br><span class="text-xs text-slate-400">${state.finView !== 'cashflow' ? '确收/毛利' : '回款/费用'}</span></th><th class="p-2 text-center font-semibold">商务负责人</th><th class="p-2 text-center font-semibold">经营负责人</th></tr></thead><tbody>${pfs.filter(x => x.status === state.finFilter).map(renderPfRow).join("")}</tbody></table></div>`, "p-4")}
+    ${card(`<div class="flex items-center justify-between mb-3"><h3 class="font-bold text-slate-700">项目明细 <span class="text-slate-400 font-normal">(${pfs.length})</span></h3></div><div class="flex gap-2 mb-3">${[["已签约","已签约"],["流程中","流程中"],["待签约","待签约"]].map(([k,v]) => `<button class="btn btn-sm ${state.finFilter === k ? 'btn-primary' : 'btn-ghost'}" onclick="state.finFilter='${k}';renderFinance()">${v} (${pfs.filter(x=>x.status===k).length})</button>`).join("")}</div><div class="overflow-x-auto"><table class="w-full text-sm"><thead><tr class="bg-slate-50 border-b border-slate-200"><th class="p-2 text-center font-semibold">项目名称</th><th class="p-2 text-center font-semibold">类型</th><th class="p-2 text-center font-semibold">状态</th><th class="p-2 text-center font-semibold">签约月份</th><th class="p-2 text-center font-semibold">签约金额</th>${monthLabels.map(l => `<th class="p-2 text-center font-semibold">${l}<br><span class="text-xs text-slate-400">${state.finView !== 'cashflow' ? '确收/毛利' : '回款/费用'}</span></th>`).join("")}<th class="p-2 text-center font-semibold">总计<br><span class="text-xs text-slate-400">${state.finView !== 'cashflow' ? '确收/毛利' : '回款/费用'}</span></th><th class="p-2 text-center font-semibold">商务负责人</th><th class="p-2 text-center font-semibold">经营负责人</th></tr></thead><tbody>${pfs.filter(x => x.status === state.finFilter).map(renderPfRow).join("")}</tbody></table></div>`, "p-4")}
  </div>`;
  if (window.lucide) window.lucide.createIcons();
 }
--- a/static/modules/home.js
+++ b/static/modules/home.js
@@ -3,22 +3,33 @@
 function renderHome() {
  const { summary, financeMonthly } = state.data;
  const m = summary.metrics;
+  const moneyInt = (v) => `${Math.round(Number(v || 0)).toLocaleString("zh-CN")} 元`;
  const rows1 = [
-    ["年度累计签约", money(m.signed_annual || m.signed_amount)],
-    ["Q2 累计签约", money(m.signed_q2 || 0)],
-    ["本月新增签约", money(m.signed_month || 0)],
+    ["年度累计", moneyInt(m.signed_annual || m.signed_amount)],
+    ["季度累计", moneyInt(m.signed_q2 || 0)],
+    ["本月新增", moneyInt(m.signed_month || 0)],
  ];
  const rows2 = [
-    ["年度累计确收", money(m.revenue_annual)],
-    ["Q2 累计确收", money(m.revenue_q2)],
-    ["本月新增确收", money(m.monthly_revenue)],
+    ["年度累计", moneyInt(m.revenue_annual)],
+    ["季度累计", moneyInt(m.revenue_q2)],
+    ["本月新增", moneyInt(m.monthly_revenue)],
  ];
  const rows3 = [
-    ["年度累计毛利", money(m.gross_annual)],
-    ["Q2 累计毛利", money(m.gross_q2)],
-    ["本月新增毛利", money(m.monthly_net_profit)],
+    ["年度累计", moneyInt(m.gross_annual)],
+    ["季度累计", moneyInt(m.gross_q2)],
+    ["本月新增", moneyInt(m.monthly_net_profit)],
  ];
-  const tblCard = (title, rows) => card(`<h3 class="text-sm font-bold text-slate-700 mb-3">${title}</h3><table class="w-full text-sm"><tbody>${rows.map(([label, value]) => `<tr class="border-b border-slate-100 last:border-0"><td class="py-2 pr-4 text-slate-500">${label}</td><td class="py-2 text-right font-semibold text-slate-800">${value}</td></tr>`).join("")}</tbody></table>`, "p-4");
+  const rows4 = [
+    ["年度累计", moneyInt(m.payment_annual || 0)],
+    ["季度累计", moneyInt(m.payment_q2 || 0)],
+    ["本月新增", moneyInt(m.payment_month || 0)],
+  ];
+  const rows5 = [
+    ["年度累计", moneyInt(m.cost_annual || 0)],
+    ["季度累计", moneyInt(m.cost_q2 || 0)],
+    ["本月新增", moneyInt(m.cost_month || 0)],
+  ];
+const tblCard = (title, rows) => card(`<h3 class="text-sm font-bold text-slate-700 mb-3">${title}</h3><table class="w-full text-sm"><tbody>${rows.map(([label, value]) => `<tr class="border-b border-slate-100 last:border-0"><td class="py-2 pr-4 text-slate-500">${label}</td><td class="py-2 text-right font-semibold text-slate-800">${value}</td></tr>`).join("")}</tbody></table>`, "p-4");
  document.querySelector("#home").innerHTML = `
    <div class="grid gap-5">
      <div class="grid grid-cols-4 gap-3">
@@ -29,13 +40,13 @@ function renderHome() {
          ["产品迭代", m.upcoming_products, "products"],
        ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
      </div>
-      <div class="grid grid-cols-3 gap-5">${tblCard("合同金额", rows1)}${tblCard("确收金额", rows2)}${tblCard("确收毛利", rows3)}</div>
+      <div class="grid grid-cols-5 gap-5">${tblCard("合同金额", rows1)}${tblCard("确收金额", rows2)}${tblCard("确收毛利", rows3)}${tblCard("回款金额", rows4)}${tblCard("费用金额", rows5)}</div>
      <div class="grid grid-cols-3 gap-5">
        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度签约趋势</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartSign"></canvas></div>`, "p-4")}
        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度确收与毛利</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartRev"></canvas></div>`, "p-4")}
        ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">月度回款与费用</h2><span class="text-xs text-slate-400">2026</span></div><div style="position:relative;height:200px"><canvas id="chartCash"></canvas></div>`, "p-4")}
      </div>
-      ${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${summary.recent.map((r) => `<div class="flex items-start justify-between rounded-md bg-slate-50 px-3 py-2 text-sm group"><span class="break-words">${r.content}</span><div class="flex items-center gap-2 flex-shrink-0 ml-2"><span class="text-xs text-slate-400">${r.followed_at}</span><button class="btn btn-ghost btn-sm text-red-400 opacity-0 group-hover:opacity-100 p-0 w-5 h-5" onclick="event.preventDefault();deleteActivity(${r.id})" title="删除动态"><i data-lucide="x" style="width:14px;height:14px"></i></button></div></div>`).join("")}</div>`, "p-5")}
+      ${card(`<h2 class="text-lg font-bold">近期动态</h2><div class="mt-4 grid gap-2">${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);
@@ -81,7 +92,7 @@ function renderCharts(data) {
      type: "line",
      data: { labels, datasets: [
        { label: "确收", data: data.map((x) => x.revenue || 0), borderColor: "#2563eb", backgroundColor: "rgba(37,99,235,0.06)", fill: true, tension: 0.3 },
-        { label: "毛利", data: data.map((x) => x.net_profit || 0), borderColor: "#059669", backgroundColor: "rgba(5,150,105,0.06)", fill: true, tension: 0.3 },
+        { label: "毛利", data: data.map((x) => x.gross || 0), borderColor: "#059669", backgroundColor: "rgba(5,150,105,0.06)", fill: true, tension: 0.3 },
      ]},
      options: baseOpts,
    });
--- a/static/modules/projects.js
+++ b/static/modules/projects.js
@@ -13,13 +13,57 @@ function applyUserTenants() {
      e.stopPropagation();
      toggleUserMenu(user);
    });
-    const allowedTenants = data.tenants || [];
-    document.querySelectorAll(".workspace-nav-item").forEach(el => {
-      el.style.display = allowedTenants.includes(el.dataset.tenant) ? "" : "none";
-    });
+    // 缓存可用工作台列表，供下拉菜单使用
+    state.allowedTenants = data.tenants || [];
+    updateTenantLabel();
  });
 }

+window.toggleTenantMenu = (event) => {
+  event.stopPropagation();
+  let menu = document.getElementById("tenantMenu");
+  if (menu) { menu.remove(); return; }
+  const btn = event.currentTarget;
+  const rect = btn.getBoundingClientRect();
+  const tenants = state.allowedTenants || [];
+  menu = document.createElement("div");
+  menu.id = "tenantMenu";
+  menu.className = "fixed bg-white rounded-lg shadow-xl border border-slate-200 py-1 min-w-[160px] z-[9999]";
+  menu.style.left = Math.min(rect.left - 8, window.innerWidth - 180) + "px";
+  menu.style.top = rect.bottom + 6 + "px";
+  menu.innerHTML = `
+    <div class="px-4 py-2 border-b border-slate-100">
+      <p class="text-xs font-semibold text-slate-500 uppercase tracking-wider">切换工作台</p>
+    </div>
+    ${tenants.map(t => `
+      <button class="w-full text-left px-4 py-2 text-sm hover:bg-slate-50 transition-colors flex items-center justify-between gap-2 ${t === state.tenant ? 'text-blue-600 font-medium' : 'text-slate-700'}" onclick="switchTenantFromMenu('${t.replace(/'/g, "\\'")}')">
+        <span>${esc(t)}</span>
+        ${t === state.tenant ? '<i data-lucide="check" style="width:14px;height:14px"></i>' : ''}
+      </button>
+    `).join('')}`;
+  document.body.appendChild(menu);
+  if (window.lucide) lucide.createIcons();
+  setTimeout(() => {
+    document.addEventListener("click", function closeMenu() {
+      menu.remove();
+      document.removeEventListener("click", closeMenu);
+    }, { once: true });
+  }, 10);
+};
+
+window.switchTenantFromMenu = (tenant) => {
+  document.getElementById("tenantMenu")?.remove();
+  switchTenant(tenant);
+};
+
+function updateTenantLabel() {
+  const label = document.querySelector("#currentTenantLabel");
+  if (label) {
+    label.textContent = state.tenant.replace("·无界", "") || "工作台";
+    label.title = state.tenant;
+  }
+}
+
 window.toggleUserMenu = (user) => {
  let menu = document.getElementById("userMenu");
  if (menu) { menu.remove(); return; }
@@ -197,13 +241,13 @@ function renderProjects() {
  document.querySelector("#projects").innerHTML = /*html*/`
    <div class="grid grid-cols-5 gap-3 mb-4">
      ${[
-        ["项目总数", items.length],
-        ["任务总数", taskStats.total],
-        ["进行中", taskStats.ongoing],
-        ["已结束", taskStats.done],
-        ["未开始", taskStats.pending],
-      ].map(([label, value]) => `
-        <div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs text-slate-500">${label}</p><p class="text-xl font-bold text-slate-800">${value}</p></div>
+        ["项目总数", items.length, "folder"],
+        ["任务总数", taskStats.total, "list-checks"],
+        ["进行中", taskStats.ongoing, "play-circle"],
+        ["已结束", taskStats.done, "check-circle"],
+        ["未开始", taskStats.pending, "circle"],
+      ].map(([label, value, icon]) => `
+        <div class="metric-card"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="${icon}" style="width:14px;height:14px"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></div>
      `).join("")}
    </div>
    <div class="flex justify-between items-center mb-3">
--- a/static/modules/utils.js
+++ b/static/modules/utils.js
@@ -123,7 +123,7 @@ async function load() {
 function switchTab(tab) {
  state.active = tab;
  localStorage.setItem("opc-active-tab", tab);
-  document.querySelectorAll("#tabs button").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === tab));
+  document.querySelectorAll(".sidebar-tab").forEach((btn) => btn.classList.toggle("active", btn.dataset.tab === tab));
  document.querySelectorAll(".panel").forEach((panel) => panel.classList.toggle("active", panel.id === tab));
  render();
 }
@@ -179,7 +179,8 @@ window.switchTenant = (tenant) => {
  state.selectedProject = null;
  localStorage.setItem("opc-active-tenant", tenant);
  document.querySelector("#workspaceTitle").textContent = tenant.replace("·无界", "") + " OPC 工作台";
-  document.querySelectorAll(".workspace-nav-item").forEach((el) => el.classList.toggle("active", el.dataset.tenant === tenant));
+  const label = document.querySelector("#currentTenantLabel");
+  if (label) { label.textContent = tenant.replace("·无界", "") || "工作台"; label.title = tenant; }
  load();
 };
 window.doLogout = async () => {
--- a/static/styles.css
+++ b/static/styles.css
@@ -32,25 +32,30 @@ body {
  background: rgba(96,165,250,0.15);
 }

-.tabs {
+.sidebar-tab {
  display: flex;
-  gap: 4px;
-}
-
-.tabs button {
+  flex-direction: column;
  align-items: center;
-  border-bottom: 2px solid transparent;
-  color: #64748b;
-  display: inline-flex;
-  font-size: 14px;
-  font-weight: 600;
-  gap: 8px;
-  padding: 14px 16px;
+  padding: 8px 4px;
+  border-radius: 8px;
+  cursor: pointer;
+  color: #94a3b8;
+  transition: all 0.15s ease;
+  width: 100%;
 }

-.tabs button.active {
-  border-bottom-color: #1d4ed8;
-  color: #1d4ed8;
+.sidebar-tab:hover {
+  background: #1e293b;
+  color: #cbd5e1;
+}
+
+.sidebar-tab.active {
+  background: #1e293b;
+  color: #60a5fa;
+}
+
+.sidebar-tab.active i {
+  color: #60a5fa;
 }

 .panel {
--- a/templates/index.html
+++ b/templates/index.html
@@ -29,29 +29,42 @@
    <div class="flex min-h-screen">
      <!-- 左侧工作台切换栏 -->
      <aside class="w-[72px] bg-slate-900 flex flex-col items-center py-6 gap-1 shrink-0 sticky top-0 h-screen overflow-y-auto" id="workspaceSidebar">
-        <div class="flex flex-col items-center mb-6 cursor-pointer" onclick="document.getElementById('userAvatar').click()">
+        <div class="flex flex-col items-center mb-2 cursor-pointer" onclick="document.getElementById('userAvatar').click()">
          <div class="w-10 h-10 rounded-full bg-slate-700 flex items-center justify-center text-white font-bold text-sm hover:ring-2 hover:ring-blue-400 transition-all" id="userAvatar" title=""></div>
          <span class="text-[10px] text-slate-400 mt-1.5 max-w-[64px] truncate text-center" id="userDisplayName" title=""></span>
        </div>
-        <div class="workspace-nav-item active" data-tenant="科普·无界" onclick="switchTenant('科普·无界')" title="科普·无界">
-          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"/><path d="M8 12h8"/><path d="M12 8v8"/></svg>
-          <span class="text-[10px] mt-1">科普</span>
+        <!-- 分隔线 -->
+        <div class="w-8 h-px bg-slate-700 my-2"></div>
+        <!-- 工作台切换按钮 -->
+        <div class="flex flex-col items-center cursor-pointer hover:bg-slate-800 rounded-lg py-2 px-1 w-14 transition-colors" onclick="toggleTenantMenu(event)">
+          <i data-lucide="layout-grid" style="width:18px;height:18px;color:#94a3b8"></i>
+          <span class="text-[10px] text-slate-400 mt-1 max-w-[56px] truncate text-center" id="currentTenantLabel">工作台</span>
+          <i data-lucide="chevron-down" style="width:12px;height:12px;color:#64748b;margin-top:2px"></i>
        </div>
-        <div class="workspace-nav-item" data-tenant="科研·无界" onclick="switchTenant('科研·无界')" title="科研·无界">
-          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M14.7 6.3a1 1 0 0 0 0 1.4l1.6 1.6a1 1 0 0 0 1.4 0l3.77-3.77a6 6 0 0 1-7.94 7.94l-6.91 6.91a2.12 2.12 0 0 1-3-3l6.91-6.91a6 6 0 0 1 7.94-7.94l-3.76 3.76z"/></svg>
-          <span class="text-[10px] mt-1">科研</span>
-        </div>
-        <div class="workspace-nav-item" data-tenant="医患·无界" onclick="switchTenant('医患·无界')" title="医患·无界">
-          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><path d="M22 12h-4l-3 9L9 3l-3 9H2"/></svg>
-          <span class="text-[10px] mt-1">医患</span>
-        </div>
-        <div class="workspace-nav-item" data-tenant="MCN·无界" onclick="switchTenant('MCN·无界')" title="MCN·无界">
-          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><rect x="2" y="7" width="20" height="15" rx="2"/><path d="M17 2l-5 5-5-5"/></svg>
-          <span class="text-[10px] mt-1">MCN</span>
-        </div>
-        <div class="workspace-nav-item" data-tenant="无界·无界" onclick="switchTenant('无界·无界')" title="无界·无界">
-          <svg class="w-6 h-6" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"><circle cx="12" cy="12" r="10"/><path d="M2 12h20"/><path d="M12 2a15.3 15.3 0 0 1 4 10 15.3 15.3 0 0 1-4 10 15.3 15.3 0 0 1-4-10 15.3 15.3 0 0 1 4-10z"/></svg>
-          <span class="text-[10px] mt-1">无界</span>
+        <!-- 分隔线 -->
+        <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>
+          <div class="sidebar-tab" data-tab="finance" onclick="switchTab('finance')" title="经营管理">
+            <i data-lucide="briefcase-business" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">财务</span>
+          </div>
+          <div class="sidebar-tab" data-tab="projects" onclick="switchTab('projects')" title="重点工作与台账">
+            <i data-lucide="file-text" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">台账</span>
+          </div>
+          <div class="sidebar-tab" data-tab="proposals" onclick="switchTab('proposals')" title="业务方案">
+            <i data-lucide="package" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">方案</span>
+          </div>
+          <div class="sidebar-tab" data-tab="products" onclick="switchTab('products')" title="产品迭代">
+            <i data-lucide="wallet-cards" style="width:20px;height:20px"></i>
+            <span class="text-[10px] mt-1">产品</span>
+          </div>
        </div>
      </aside>
      <!-- 主内容区 -->
@@ -67,14 +80,6 @@
      </div>
    </header>

-    <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="finance"><i data-lucide="briefcase-business"></i>经营管理</button>
-      <button data-tab="projects"><i data-lucide="file-text"></i>重点工作与台账</button>
-      <button data-tab="proposals"><i data-lucide="package"></i>业务方案</button>
-      <button data-tab="products"><i data-lucide="wallet-cards"></i>产品迭代</button>
-    </nav>
-
    <main class="px-8 py-6">
      <section id="home" class="panel active"></section>
      <section id="projects" class="panel"></section>
@@ -86,30 +91,6 @@
    </div><!-- 关闭 flex 容器 -->
    <aside id="drawer" class="drawer" aria-hidden="true"></aside>
    <div id="taskModal" class="task-modal"></div>
-    <div id="transferModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeTransferModal()">
-      <div class="bg-white rounded-2xl shadow-2xl w-full max-w-sm mx-4" onclick="event.stopPropagation()">
-        <div class="flex items-center justify-between px-6 py-4 border-b border-slate-100">
-          <h3 class="text-lg font-semibold text-slate-800">跨工作台转移</h3>
-          <button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeTransferModal()"><i data-lucide="x"></i></button>
-        </div>
-        <form onsubmit="submitTransfer(event)" class="p-6 grid gap-4">
-          <input type="hidden" name="transfer_resource" id="transfer-resource" value="">
-          <input type="hidden" name="transfer_id" id="transfer-id" value="">
-          <p id="transfer-title-text" class="text-sm text-slate-600"></p>
-          <label class="block"><span class="text-xs font-medium text-slate-500">目标工作台</span>
-            <select name="transfer_tenant" class="form-ctrl mt-1">
-              <option value="科普·无界">科普·无界</option>
-              <option value="科研·无界">科研·无界</option>
-              <option value="医患·无界">医患·无界</option>
-            </select>
-          </label>
-          <div class="flex justify-end gap-3 pt-3">
-            <button type="button" class="btn btn-ghost btn-sm" onclick="closeTransferModal()">取消</button>
-            <button type="submit" class="btn btn-primary btn-sm">确认转移</button>
-          </div>
-        </form>
-      </div>
-    </div>
    <!-- 新增项目模态框 -->
    <div id="newProjectModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeNewProjectModal()">
      <div class="bg-white rounded-2xl shadow-2xl w-full max-w-md mx-4" onclick="event.stopPropagation()">
--- a/templates/login.html
+++ b/templates/login.html
@@ -52,7 +52,7 @@
    </div>
  </div>
  <button class="btn" id="loginBtn" onclick="doLogin()">登 录</button>
-  <div class="footer">默认管理员：<strong>qiukai / yxcowork2026</strong></div>
+  <div class="footer">Powered by <strong>yxcowork.vip</strong></div>
 </div>
 <script>
  if (window.lucide) lucide.createIcons();
Author	SHA1	Message	Date
mac	ad3885e0be	Merge branch 'dev' Some checks failed Deploy / deploy (push) Failing after 23s Details	2026-06-29 16:02:10 +08:00
mac	d47fde60a4	chore: 触发重新部署	2026-06-29 16:02:10 +08:00
mac	0fb7ee2992	Merge branch 'dev' Some checks failed Deploy / deploy (push) Failing after 14m52s Details	2026-06-26 12:21:02 +08:00
mac	2bb99feda4	工作台重命名：无界·无界 → 学会·无界 - ALL_TENANTS / session / seed / migrations 全部同步 - 新增 migrate_rename_tenant() 数据迁移，启动自动 UPDATE 所有表 - migrations/ 模式重构（参考 SalesManager）	2026-06-26 12:21:02 +08:00
mac	f6792cad39	Merge branch 'dev' All checks were successful Deploy / deploy (push) Successful in 10s Details	2026-06-24 12:42:56 +08:00
mac	33f47acc55	左侧菜单改版：工作台下拉 + 5个图标导航 - 工作台改为下拉菜单（layout-grid + chevron-down 图标） - 顶部 tabs 移到左侧 sidebar，5 个图标导航（首页/财务/台账/方案/产品） - 头像与工作台间、工作台与导航间各加分隔线 - 经营管理 tab 短名改为'财务' - 移除 .tabs 样式，新增 .sidebar-tab 样式	2026-06-24 12:42:56 +08:00
mac	bed6e9192a	Merge branch 'dev' All checks were successful Deploy / deploy (push) Successful in 11s Details	2026-06-23 23:12:03 +08:00
mac	2c7e6b7d29	fix: 经营管理卡片图标修复 + 金额统一取整 - 已签项目图标 file-sign → file-check-2（修复不显示） - 11 个卡片金额从 money() 改为 moneyInt()（Math.round 取整）	2026-06-23 23:12:03 +08:00
mac	aaa213a765	fix(deploy): 修复 data 目录不存在导致 ln 软链失败 All checks were successful Deploy / deploy (push) Successful in 10s Details rsync 排除了 data/uploads 但没保留 data/ 空目录，导致 ln -sfn shared/uploads data/uploads 时父目录不存在而失败。在 ln 之前加 mkdir -p 确保目录存在。	2026-06-23 23:07:25 +08:00
mac	636b3fc82b	fix(deploy): 修复 data 目录不存在导致 ln 软链失败 rsync 排除了 data/uploads 但没保留 data/ 空目录，导致 ln -sfn shared/uploads data/uploads 时父目录不存在而失败。在 ln 之前加 mkdir -p 确保目录存在。	2026-06-23 23:07:18 +08:00
Deploy Test	207629a9bb	test: trigger workflow debug Some checks failed Deploy / deploy (push) Failing after 0s Details	2026-06-23 23:03:22 +08:00
mac	361359ee32	统计卡片统一为 metric-card 样式 + 增加图标 Some checks failed Deploy / deploy (push) Failing after 1s Details - 经营管理/重点工作台账卡片改用 .metric-card 类（与首页一致） - 卡片增加 lucide 图标（签约/金额/任务/状态等） - 布局：左对齐、text-2xl、图标+标签	2026-06-23 22:49:55 +08:00
mac	25da1453be	新增自动化部署：Gitea Actions + systemd + gunicorn Some checks failed Deploy / deploy (push) Failing after 1s Details - .gitea/workflows/deploy.yml：push main 自动触发部署 - requirements.txt：Python 依赖清单 - deploy/opc-manager.service：systemd 服务（gunicorn --preload -w 4） - deploy/README.md：完整部署指南 - deploy/服务器配置任务提示词.md：给服务器管理 Agent 的操作提示词 - health 接口简化返回 {ok, service}	2026-06-23 19:33:16 +08:00
mac	39f2b679a1	首页：新增回款/费用卡片 + 统计口径对齐 + UI 优化 - 新增回款金额、费用金额 2 个卡片（5 列布局） - 卡片标题统一为年度累计/季度累计/本月新增 - 季度计算改为动态本季度（不再写死 Q2） - 卡片数字统一取整（moneyInt） - 财务趋势图只统计已签约项目（与卡片口径对齐） - net_profit 字段重命名为 gross（消除命名误导） - 近期动态删除图标改为 trash-2（与附件删除一致）	2026-06-23 17:17:36 +08:00
mac	5f9a92b24d	经营管理视图切换按钮移到卡片外，与重点工作台账布局对齐	2026-06-23 16:20:18 +08:00
mac	b6dd913275	登录页底部改为 Powered by yxcowork.vip，移除默认账号显示	2026-06-23 16:03:11 +08:00