v1.0.1-beta: MySQL迁移 + 用户体系 + 经营管理/任务/产品改版

VERSION_LOG.md

@@ -1,5 +1,19 @@
 # OPC Manager Version Log
 
+## v1.0.1-beta — 2026-06-22
+- 数据库迁移：SQLite → MySQL 9.6，适配占位符/类型/游标
+- 用户体系：管理员 + OPC负责人角色，工作台权限隔离，登录鉴权
+- 经营管理：状态改为已签约/流程中/待签约三类，签约月份列可编辑，财务指标卡片（确收/毛利/回款/费用/现金流）
+- 重点工作与台账：阶段排序固定化+折叠分组，任务拖拽手柄与状态互换位置，关闭抽屉自动刷新，首次进入自动选第一个项目
+- 产品迭代：统一表格（去平台tab），状态点击循环切换，日期改为 date 选择器，新增版本改用右侧抽屉
+- 左侧工作台/顶部 tab 记忆恢复，跨工作台转移功能
+- 近期动态修复 tenant 归属
+
+## 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

backend/flask_app.py

@@ -2,9 +2,11 @@ from datetime import date, datetime
 from pathlib import Path
 import os
 import shutil
-import sqlite3
+import sqlite3  # 保留用于数据迁移
+import mysql.connector
 
-from flask import Flask, jsonify, render_template, request, send_file
+from flask import Flask, jsonify, render_template, request, send_file, session, redirect
+from werkzeug.security import generate_password_hash, check_password_hash
 
 
 ROOT = Path(__file__).resolve().parents[1]
@@ -21,132 +23,323 @@ app = Flask(
     template_folder=str(ROOT / "templates"),
     static_folder=str(ROOT / "static"),
 )
+app.secret_key = os.environ.get("SECRET_KEY", "opc-dev-secret-2026")
+
+# ---------- 鉴权 ----------
+
+def login_required(f):
+    from functools import wraps
+    @wraps(f)
+    def decorated(*args, **kwargs):
+        if "user_id" not in session:
+            return jsonify({"error": "未登录"}), 401
+        return f(*args, **kwargs)
+    return decorated
+
+@app.route("/login")
+def login_page():
+    return render_template("login.html")
+
+
+@app.route("/api/auth/login", methods=["POST"])
+def auth_login():
+    data = request.get_json(force=True) or {}
+    username = data.get("username", "").strip()
+    password = data.get("password", "")
+    conn = db()
+    try:
+        user = one(conn, "SELECT * FROM users WHERE username=?", (username,))
+        if not user or not check_password_hash(user["password_hash"], password):
+            return jsonify({"error": "用户名或密码错误"}), 401
+        session["user_id"] = user["id"]
+        session["username"] = user["username"]
+        session["display_name"] = user["display_name"]
+        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"]
+        else:
+            ut = rows(conn, "SELECT tenant FROM user_tenants WHERE user_id=?", (user["id"],))
+            session["tenants"] = [x["tenant"] for x in ut]
+        return jsonify({
+            "ok": True,
+            "user": {"id": user["id"], "username": user["username"], "display_name": user["display_name"], "role": user["role"]},
+            "tenants": session["tenants"],
+        })
+    finally:
+        conn.close()
+
+
+@app.route("/api/auth/logout", methods=["POST"])
+def auth_logout():
+    session.clear()
+    return jsonify({"ok": True})
+
+
+@app.route("/api/auth/me")
+def auth_me():
+    if "user_id" not in session:
+        return jsonify({"logged_in": False})
+    return jsonify({
+        "logged_in": True,
+        "user": {"id": session["user_id"], "username": session["username"], "display_name": session["display_name"], "role": session["role"]},
+        "tenants": session.get("tenants", []),
+    })
+
+
+# ---------- 业务 API ----------
 
 
 def db():
-    conn = sqlite3.connect(DB_PATH)
-    conn.row_factory = sqlite3.Row
-    return conn
+    return mysql.connector.connect(
+        host="127.0.0.1",
+        port=3306,
+        user="opc",
+        password="opc123456",
+        database="opc",
+        charset="utf8mb4",
+        collation="utf8mb4_unicode_ci",
+    )
 
 
 def now():
     return datetime.utcnow().isoformat()
 
 
+def _exec(conn, sql, args=()):
+    """执行 SQL，自动将 ? 转为 MySQL 的 %s"""
+    cur = conn.cursor(dictionary=True)
+    cur.execute(sql.replace("?", "%s"), args)
+    return cur
+
+
 def rows(conn, sql, args=()):
-    return [dict(row) for row in conn.execute(sql, args).fetchall()]
+    cur = _exec(conn, sql, args)
+    rows = cur.fetchall()
+    cur.close()
+    return rows
 
 
 def one(conn, sql, args=()):
-    row = conn.execute(sql, args).fetchone()
-    return dict(row) if row else None
+    cur = _exec(conn, sql, args)
+    row = cur.fetchone()
+    cur.close()
+    return row
 
 
 def init_db():
     conn = db()
-    conn.executescript(
-        """
-CREATE TABLE IF NOT EXISTS sales_leads (
-  id INTEGER PRIMARY KEY AUTOINCREMENT,
-  target_customer TEXT NOT NULL,
-  priority TEXT NOT NULL DEFAULT 'P1',
-  status TEXT NOT NULL DEFAULT '待跟进',
-  created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP,
-  updated_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
-);
-CREATE TABLE IF NOT EXISTS follow_up_records (
-  id INTEGER PRIMARY KEY AUTOINCREMENT,
-  target_type TEXT NOT NULL,
-  target_id INTEGER NOT NULL,
-  followed_at TEXT NOT NULL DEFAULT '',
-  follower TEXT NOT NULL DEFAULT '慰心',
-  follow_up_method TEXT NOT NULL DEFAULT '记录',
-  content TEXT NOT NULL DEFAULT '',
-  next_action TEXT NOT NULL DEFAULT '',
-  next_follow_up_at 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 business_proposals (
-  id INTEGER PRIMARY KEY AUTOINCREMENT,
-  customer_or_project_name TEXT NOT NULL,
-  version TEXT NOT NULL,
-  description TEXT NOT NULL DEFAULT '',
-  status TEXT NOT NULL DEFAULT '草稿',
-  created_date 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 operation_projects (
-  id INTEGER PRIMARY KEY AUTOINCREMENT,
-  project_name TEXT NOT NULL,
-  project_version TEXT NOT NULL DEFAULT 'v1.0',
-  project_type TEXT NOT NULL DEFAULT 'opportunity',
-  project_status TEXT NOT NULL DEFAULT '',
-  current_stage TEXT NOT NULL DEFAULT '',
-  owner TEXT NOT NULL DEFAULT '慰心',
-  start_date TEXT NOT NULL DEFAULT '',
-  end_date TEXT NOT NULL DEFAULT '',
-  target_customer TEXT NOT NULL DEFAULT '',
-  customer_need TEXT NOT NULL DEFAULT '',
-  expected_contract_amount REAL NOT NULL DEFAULT 0,
-  expected_sign_date TEXT NOT NULL DEFAULT '',
-  sign_probability REAL NOT NULL DEFAULT 0,
-  next_action TEXT NOT NULL DEFAULT '',
+    _exec(conn, """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 ''
+)""")
+    conn.commit()
+
+    _exec(conn, """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 ''
+)""")
+    conn.commit()
+
+    _exec(conn, """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 ''
+)""")
+    conn.commit()
+
+    _exec(conn, """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 TEXT NOT NULL DEFAULT '',
-  execution_progress REAL NOT NULL DEFAULT 0,
-  current_deliverable TEXT NOT NULL DEFAULT '',
-  risks 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
-);
-CREATE TABLE IF NOT EXISTS product_versions (
-  id INTEGER PRIMARY KEY AUTOINCREMENT,
-  product_name TEXT NOT NULL,
-  version TEXT NOT NULL,
-  version_goal TEXT NOT NULL DEFAULT '',
-  feature_list TEXT NOT NULL DEFAULT '',
-  launch_date TEXT NOT NULL DEFAULT '',
-  status TEXT NOT NULL DEFAULT '规划中',
-  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 finance_records (
-  id INTEGER PRIMARY KEY AUTOINCREMENT,
-  month TEXT NOT NULL,
-  project_name TEXT NOT NULL DEFAULT '科普（慰心斋）',
-  record_type TEXT NOT NULL,
-  category TEXT NOT NULL DEFAULT '',
-  amount REAL NOT NULL DEFAULT 0,
-  occurred_date 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
-);
-CREATE TABLE IF NOT EXISTS file_assets (
-  id INTEGER PRIMARY KEY AUTOINCREMENT,
-  module TEXT NOT NULL,
-  owner_id INTEGER NOT NULL,
-  owner_version TEXT NOT NULL DEFAULT '',
-  file_category TEXT NOT NULL DEFAULT '',
-  file_name TEXT NOT NULL,
-  file_type TEXT NOT NULL DEFAULT '',
+  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 ''
+)""")
+    conn.commit()
+
+    _exec(conn, """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 ''
+)""")
+    conn.commit()
+
+    _exec(conn, """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 ''
+)""")
+    conn.commit()
+
+    _exec(conn, """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 TEXT NOT NULL,
+  file_path VARCHAR(1000) NOT NULL,
   is_external INTEGER NOT NULL DEFAULT 0,
-  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 ''")
+  notes VARCHAR(1000) NOT NULL DEFAULT '',
+  created_at VARCHAR(30) NOT NULL DEFAULT '',
+  updated_at VARCHAR(30) NOT NULL DEFAULT ''
+)""")
+    conn.commit()
+
+    _exec(conn, """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 ''
+)""")
+    conn.commit()
+
+    # 用户表
+    try: _exec(conn, """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 ''
+)""")
     except: pass
+    conn.commit()
+
+    # 用户-工作台关联表
+    try: _exec(conn, """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)
+)""")
+    except: pass
+    conn.commit()
+
+    # project_finances 表（月度预算 + 签约信息）
+    try: _exec(conn, """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 ''
+)""")
+    except: pass
+    conn.commit()
+
+    # Schema migrations — 添加后续迁移的列（幂等）
+    migrations = [
+        "ALTER TABLE sales_leads ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
+        "ALTER TABLE follow_up_records ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
+        "ALTER TABLE business_proposals ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
+        "ALTER TABLE business_proposals ADD COLUMN proposal_type VARCHAR(100) NOT NULL DEFAULT '业务方案'",
+        "ALTER TABLE business_proposals ADD COLUMN notes VARCHAR(2000) NOT NULL DEFAULT ''",
+        "ALTER TABLE operation_projects ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
+        "ALTER TABLE product_versions ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
+        "ALTER TABLE product_versions ADD COLUMN platform VARCHAR(100) NOT NULL DEFAULT ''",
+        "ALTER TABLE finance_records ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
+        "ALTER TABLE project_tasks ADD COLUMN tenant VARCHAR(100) NOT NULL DEFAULT '科普·无界'",
+        "ALTER TABLE project_tasks ADD COLUMN status VARCHAR(50) NOT NULL DEFAULT '未开始'",
+        "ALTER TABLE project_tasks ADD COLUMN sort_order INT NOT NULL DEFAULT 0",
+        "ALTER TABLE project_tasks ADD COLUMN priority VARCHAR(10) NOT NULL DEFAULT 'P2'",
+        # 12 月字段（确收/毛利/回款/费用/月度现金流）
+    ]
+    for m in ["01","02","03","04","05","06","07","08","09","10","11","12"]:
+        migrations.append(f"ALTER TABLE project_finances ADD COLUMN rev_2026_{m} DOUBLE NOT NULL DEFAULT 0")
+        migrations.append(f"ALTER TABLE project_finances ADD COLUMN gross_2026_{m} DOUBLE NOT NULL DEFAULT 0")
+        migrations.append(f"ALTER TABLE project_finances ADD COLUMN payment_2026_{m} DOUBLE NOT NULL DEFAULT 0")
+        migrations.append(f"ALTER TABLE project_finances ADD COLUMN cost_2026_{m} DOUBLE NOT NULL DEFAULT 0")
+
+    for mig in migrations:
+        try: _exec(conn, mig)
+        except: pass
+    conn.commit()
+
+    # 初始化默认用户（只执行一次）
+    if not one(conn, "SELECT id FROM users LIMIT 1"):
+        _exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
+            ("qiukai", generate_password_hash("yxcowork2026", "pbkdf2:sha256"), "qiukai", "admin", date.today().isoformat()))
+        _exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
+            ("kepu", generate_password_hash("kepu123", "pbkdf2:sha256"), "科普负责人", "opc_owner", date.today().isoformat()))
+        _exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
+            ("keyan", generate_password_hash("keyan123", "pbkdf2:sha256"), "科研负责人", "opc_owner", date.today().isoformat()))
+        _exec(conn, """INSERT INTO users (username, password_hash, display_name, role, created_at) VALUES (?,?,?,?,?)""",
+            ("yihuan", generate_password_hash("yihuan123", "pbkdf2:sha256"), "医患负责人", "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")]:
+            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()
 
     if one(conn, "SELECT id FROM sales_leads LIMIT 1"):
         conn.close()
@@ -160,16 +353,16 @@ CREATE TABLE IF NOT EXISTS file_assets (
         ("天广实生物", "P1", "待跟进", "血液肿瘤医生教育机会。"),
     ]
     for customer, priority, status, note in sales:
-        cur = conn.execute(
+        cur = _exec(conn, 
             "INSERT INTO sales_leads (target_customer, priority, status) VALUES (?,?,?)",
             (customer, priority, status),
         )
-        conn.execute(
+        _exec(conn, 
             "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
             ("sales", cur.lastrowid, date.today().isoformat(), note, "明确下一次沟通人和时间"),
         )
 
-    cur = conn.execute(
+    cur = _exec(conn, 
         "INSERT INTO business_proposals (customer_or_project_name,version,description,status,created_date) VALUES (?,?,?,?,?)",
         ("信达生物", "v1.5", "信达科普项目续约与报价方案", "已提交客户", "2026-05-28"),
     )
@@ -191,14 +384,14 @@ CREATE TABLE IF NOT EXISTS file_assets (
     ]
     op_dir = WEIXIN_BASE / "3、运营方案"
     for name, version, kind, status, stage, progress, note in projects:
-        cur = conn.execute(
+        cur = _exec(conn, 
             """INSERT INTO operation_projects
             (project_name,project_version,project_type,project_status,current_stage,target_customer,customer_need,
              expected_contract_amount,expected_sign_date,sign_probability,next_action,sop_stage,execution_progress,current_deliverable)
             VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
             (name, version, kind, status, stage, "圆心科技", "科普内容项目执行与管理", 0 if kind == "execution" else 200, "2026-06", 100 if kind == "execution" else 70, "补齐版本要求文件并更新下一节点", stage, progress, note),
         )
-        conn.execute(
+        _exec(conn, 
             "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
             ("operation", cur.lastrowid, date.today().isoformat(), note, "补齐版本要求文件并更新下一节点"),
         )
@@ -221,11 +414,11 @@ CREATE TABLE IF NOT EXISTS file_assets (
         ("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(
+        cur = _exec(conn, 
             "INSERT INTO product_versions (product_name,version,version_goal,feature_list,launch_date,status,platform) VALUES (?,?,?,?,?,?,?)",
             product,
         )
-        conn.execute(
+        _exec(conn, 
             "INSERT INTO follow_up_records (target_type,target_id,followed_at,content,next_action) VALUES (?,?,?,?,?)",
             ("product", cur.lastrowid, date.today().isoformat(), f"{product[0]} {product[1]}：{product[2]}", "按路线图推进"),
         )
@@ -237,11 +430,30 @@ CREATE TABLE IF NOT EXISTS file_assets (
         ("2026-05", "cost_expense", "运营管理", 16, "项目管理与渠道协同"),
         ("2026-06", "cost_expense", "渠道分发", 24, "投放与分发费用"),
     ]:
-        conn.execute(
+        _exec(conn, 
             "INSERT INTO finance_records (month,record_type,category,amount,occurred_date,notes) VALUES (?,?,?,?,?,?)",
             (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:
+        _exec(conn, 
+            "INSERT INTO project_tasks (project_id,phase,milestone,task,owner,due_date,blockers,notes) VALUES (?,?,?,?,?,?,?,?)",
+            (1, phase, milestone, task, owner, due_date, blockers, notes),
+        )
+
     conn.commit()
     conn.close()
 
@@ -250,7 +462,7 @@ def add_file_index(conn, module, owner_id, owner_version, category, path, extern
     path = Path(path)
     if not path.exists():
         return
-    conn.execute(
+    _exec(conn, 
         """INSERT INTO file_assets
         (module,owner_id,owner_version,file_category,file_name,file_type,file_size,file_path,is_external)
         VALUES (?,?,?,?,?,?,?,?,?)""",
@@ -284,44 +496,86 @@ def attach_common(conn, resource, items):
     return items
 
 
-def monthly_finance(conn):
+def monthly_finance(conn, tenant="科普·无界"):
+    from datetime import date
+    today = date.today()
+    # 6 months: 3 before + current + 2 after
+    from dateutil.relativedelta import relativedelta
+    start = today + relativedelta(months=-3)
+    months = []
+    for i in range(6):
+        m = start + relativedelta(months=i)
+        months.append(m.strftime("%Y-%m"))
     data = []
-    for item in rows(conn, "SELECT DISTINCT month FROM finance_records ORDER BY month"):
-        month = item["month"]
-        revenue = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='revenue'", (month,))["v"]
-        cost = one(conn, "SELECT COALESCE(SUM(amount),0) AS v FROM finance_records WHERE month=? AND record_type='cost_expense'", (month,))["v"]
-        data.append({"month": month, "revenue": revenue, "gross_profit": revenue - cost, "cost_expense": cost, "net_profit": revenue - cost})
+    for month in months:
+        col_month = month.replace("-", "_")
+        col_rev = f"rev_{col_month}"
+        col_gross = f"gross_{col_month}"
+        # Only project_finances has columns for 2026-06 through 2026-09
+        if month in ["2026-06", "2026-07", "2026-08", "2026-09"]:
+            revenue = one(conn, f"SELECT COALESCE(SUM({col_rev}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
+            gross = one(conn, f"SELECT COALESCE(SUM({col_gross}),0) AS v FROM project_finances WHERE tenant=?", (tenant,))["v"]
+        else:
+            revenue = 0
+            gross = 0
+        data.append({
+            "month": month, "revenue": revenue,
+            "labor": 0, "expense": 0, "purchase": 0,
+            "net_profit": gross,
+        })
     return data
 
 
 @app.route("/")
 def index():
+    if "user_id" not in session:
+        return redirect("/login")
     return render_template("index.html")
 
 
 @app.route("/api/bootstrap")
 def bootstrap():
+    if "user_id" not in session:
+        return jsonify({"error": "未登录"}), 401
+    tenant = request.args.get("tenant", session.get("tenants", ["科普·无界"])[0])
+    # 验证用户是否有权限访问该 workbench
+    allowed = session.get("tenants", [])
+    if tenant not in allowed:
+        tenant = allowed[0]
     conn = db()
     try:
-        sales = attach_common(conn, "sales", rows(conn, "SELECT * FROM sales_leads ORDER BY id DESC"))
-        proposals = attach_common(conn, "proposals", rows(conn, "SELECT * FROM business_proposals ORDER BY id DESC"))
-        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")
+        def q(sql, *args):
+            return rows(conn, sql, args)
+        sales = attach_common(conn, "sales", q("SELECT * FROM sales_leads WHERE tenant=? ORDER BY id DESC", tenant))
+        proposals = attach_common(conn, "proposals", q("SELECT * FROM business_proposals WHERE tenant=? ORDER BY id DESC", tenant))
+        operations = attach_common(conn, "operations", q("SELECT * FROM operation_projects WHERE tenant=? ORDER BY id DESC", tenant))
+        products = attach_common(conn, "products", q("SELECT * FROM product_versions WHERE tenant=? ORDER BY id DESC", tenant))
+        finance = q("SELECT * FROM finance_records WHERE tenant=? ORDER BY month DESC, id DESC", tenant)
+        tasks = q("SELECT * FROM project_tasks WHERE tenant=? ORDER BY phase, sort_order, id", tenant)
+        pfs = q("SELECT * FROM project_finances WHERE tenant=? ORDER BY id DESC", tenant)
         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
+        # Finance aggregates — from project_finances (project-based)
+        def pf_sum(field):
+            return sum(x[field] or 0 for x in pfs)
+        rev_month = pf_sum("rev_2026_06")
+        gross_month = pf_sum("gross_2026_06")
+        rev_q2 = pf_sum("rev_2026_06")
+        gross_q2 = pf_sum("gross_2026_06")
+        rev_annual = rev_q2
+        gross_annual = gross_q2
+        # Contract aggregates — time-based
         signed_amount = sum(x["expected_contract_amount"] or 0 for x in operations if x["project_status"] == "已签约")
+        from datetime import date
+        today = date.today()
+        def contract_in_period(op, start, end):
+            if op["project_status"] != "已签约": return False
+            try:
+                d = date.fromisoformat(op["created_at"][:10])
+                return start <= d <= end
+            except: return False
+        signed_annual = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,1,1), date(2026,12,31)))
+        signed_q2 = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,4,1), date(2026,6,30)))
+        signed_month = sum(x["expected_contract_amount"] or 0 for x in operations if contract_in_period(x, date(2026,6,1), date(2026,6,30)))
         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 = {
@@ -331,36 +585,46 @@ 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_month,
-                "monthly_net_profit": revenue_month - cost_month,
+                "monthly_revenue": rev_month,
+                "monthly_net_profit": gross_month,
+                "monthly_gross": gross_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"]]),
+                "total_projects": len(operations),
+                "total_proposals": len(proposals),
+                "total_products": len(products),
                 # Extended finance metrics
                 "signed_amount": signed_amount,
+                "signed_annual": signed_annual,
+                "signed_q2": signed_q2,
+                "signed_month": signed_month,
                 "pipeline_amount": pipeline_amount,
-                "revenue_annual": revenue_annual,
-                "revenue_q2": revenue_q2,
-                "gross_annual": revenue_annual - cost_annual,
-                "gross_q2": revenue_q2 - cost_q2,
+                "revenue_annual": rev_annual,
+                "revenue_q2": rev_q2,
+                "gross_annual": gross_annual,
+                "gross_q2": gross_q2,
                 "signed_not_executed": signed_not_executed,
             },
-            "recent": rows(conn, "SELECT * FROM follow_up_records ORDER BY id DESC LIMIT 8"),
+            "recent": q("SELECT * FROM follow_up_records WHERE tenant=? ORDER BY id DESC LIMIT 8", tenant),
             "risks": [{"title": "执行提醒", "content": x["next_action"]} for x in operations if x["next_action"]][:5],
         }
-        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "financeMonthly": monthly_finance(conn)})
+        return jsonify({"summary": summary, "sales": sales, "proposals": proposals, "operations": operations, "products": products, "finance": finance, "projectFinances": pfs, "financeMonthly": monthly_finance(conn, tenant), "tasks": tasks, "tenant": tenant, "tenants": allowed})
     finally:
         conn.close()
 
 
 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", "platform", "notes"]),
-    "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes"]),
+    "sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
+    "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "proposal_type", "notes", "tenant"]),
+    "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", "tenant"]),
+    "products": ("product_versions", ["product_name", "version", "version_goal", "feature_list", "launch_date", "status", "platform", "notes", "tenant"]),
+    "finance": ("finance_records", ["month", "project_name", "record_type", "category", "amount", "occurred_date", "notes", "tenant"]),
+    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes", "status", "sort_order", "priority", "tenant"]),
+    "projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "total_rev", "total_gross", "budget_data"]),
 }
 
 
 @app.route("/api/<resource>", methods=["POST"])
+@login_required
 def create_resource(resource):
     if resource not in TABLES:
         return jsonify({"error": "unknown resource"}), 404
@@ -369,7 +633,7 @@ def create_resource(resource):
     values = [payload.get(col, "") for col in cols]
     conn = db()
     try:
-        cur = conn.execute(f"INSERT INTO {table} ({','.join(cols)}) VALUES ({','.join(['?'] * len(cols))})", values)
+        cur = _exec(conn, f"INSERT INTO {table} ({','.join(cols)}) VALUES ({','.join(['?'] * len(cols))})", values)
         conn.commit()
         return jsonify({"id": cur.lastrowid})
     finally:
@@ -377,6 +641,7 @@ def create_resource(resource):
 
 
 @app.route("/api/<resource>/<int:item_id>", methods=["PUT", "DELETE"])
+@login_required
 def update_resource(resource, item_id):
     if resource not in TABLES:
         return jsonify({"error": "unknown resource"}), 404
@@ -384,13 +649,13 @@ def update_resource(resource, item_id):
     conn = db()
     try:
         if request.method == "DELETE":
-            conn.execute(f"DELETE FROM {table} WHERE id=?", (item_id,))
+            _exec(conn, f"DELETE FROM {table} WHERE id=?", (item_id,))
             conn.commit()
             return jsonify({"ok": True})
         payload = request.get_json(force=True).get("data", {})
         update_cols = [col for col in cols if col in payload]
         if update_cols:
-            conn.execute(
+            _exec(conn, 
                 f"UPDATE {table} SET {','.join([col + '=?' for col in update_cols])}, updated_at=? WHERE id=?",
                 [payload[col] for col in update_cols] + [now(), item_id],
             )
@@ -401,14 +666,15 @@ def update_resource(resource, item_id):
 
 
 @app.route("/api/followups/<target_type>/<int:target_id>", methods=["POST"])
+@login_required
 def add_followup(target_type, target_id):
     payload = request.get_json(force=True).get("data", {})
     conn = db()
     try:
-        conn.execute(
+        _exec(conn, 
             """INSERT INTO follow_up_records
-            (target_type,target_id,followed_at,follower,follow_up_method,content,next_action,next_follow_up_at)
-            VALUES (?,?,?,?,?,?,?,?)""",
+            (target_type,target_id,followed_at,follower,follow_up_method,content,next_action,next_follow_up_at,tenant)
+            VALUES (?,?,?,?,?,?,?,?,?)""",
             (
                 target_type,
                 target_id,
@@ -418,6 +684,7 @@ def add_followup(target_type, target_id):
                 payload.get("content") or "",
                 payload.get("next_action") or "",
                 payload.get("next_follow_up_at") or "",
+                payload.get("tenant") or "科普·无界",
             ),
         )
         conn.commit()
@@ -427,10 +694,11 @@ def add_followup(target_type, target_id):
 
 
 @app.route("/api/followups/<int:followup_id>", methods=["DELETE"])
+@login_required
 def delete_followup(followup_id):
     conn = db()
     try:
-        cur = conn.execute("DELETE FROM follow_up_records WHERE id=?", (followup_id,))
+        cur = _exec(conn, "DELETE FROM follow_up_records WHERE id=?", (followup_id,))
         conn.commit()
         if cur.rowcount == 0:
             return jsonify({"error": "not found"}), 404
@@ -439,7 +707,22 @@ def delete_followup(followup_id):
         conn.close()
 
 
+@app.route("/api/tasks/batch-sort", methods=["POST"])
+@login_required
+def batch_sort_tasks():
+    conn = db()
+    try:
+        items = request.get_json(force=True).get("items", [])
+        for item in items:
+            _exec(conn, "UPDATE project_tasks SET sort_order=? WHERE id=?", (item["sort_order"], item["id"]))
+        conn.commit()
+        return jsonify({"ok": True})
+    finally:
+        conn.close()
+
+
 @app.route("/api/files/upload", methods=["POST"])
+@login_required
 def upload_file():
     file = request.files["file"]
     module = request.form["module"]
@@ -475,6 +758,7 @@ def file_content(file_id):
 
 
 @app.route("/api/files/<int:file_id>", methods=["DELETE"])
+@login_required
 def delete_file(file_id):
     conn = db()
     try:
@@ -485,7 +769,7 @@ def delete_file(file_id):
         path = Path(asset["file_path"])
         if path.exists() and str(UPLOAD_DIR) in str(path.resolve()):
             path.unlink(missing_ok=True)
-        conn.execute("DELETE FROM file_assets WHERE id=?", (file_id,))
+        _exec(conn, "DELETE FROM file_assets WHERE id=?", (file_id,))
         conn.commit()
         return jsonify({"ok": True})
     finally:

backend/requirements.txt

@@ -1 +1,2 @@
 Flask==3.0.3
+python-dateutil==2.9.0

docs/prd/CHANGELOG.md

@@ -65,3 +65,89 @@
 | v0.9 原始 PRD | `docs/prd-history/OPC管理系统PRD-V0.9.md` |
 | v1.0 当前 PRD | `OPC管理系统PRD.md`（根目录） |
 | 修改日志（本文件） | `docs/prd/CHANGELOG.md` |
+
+---
+
+## v1.0 → v2.0（2026-06-16）
+
+### 版本升级
+
+- PRD 匹配 OPC-Manager v1.7.6 代码实现
+- 新增 `OPC管理系统PRD-V2.0.md`
+
+### 架构级变更
+
+| 模块 | v1.0 | v2.0 | 原因 |
+|------|------|------|------|
+| 销售管理 + 运营管理 | 两个独立 Tab | 合并为「重点项目」Tab | 业务机会到执行是同一项目的不同阶段 |
+| 任务追踪 | 无 | 6 阶段任务体系 + project_tasks 表 | 参考科普项目 Excel 台账管理 |
+| 任务详情 | 无 | 二级页面（Tab 内渲染） | 替代弹窗，完整页面体验 |
+| 任务编辑 | 无 | 右侧抽屉（fixed 定位，420px） | 不打断列表浏览 |
+| 首页指标 | 7 项 | 14 项（两层：经营核心 + 财务分层） | 增加合同金额、年度/Q2 财务汇总 |
+
+### Tab 数量变更
+
+| v1.0 | v2.0 |
+|------|------|
+| 首页、销售管理、业务方案、运营管理、产品研发、财务管理（6 Tab） | 首页、重点项目、业务方案、产品研发、财务管理（5 Tab） |
+
+### 重点项目详细变更
+
+| 项 | v1.0 | v2.0 |
+|----|------|------|
+| 列表列 | 项目名称/类型/状态/金额/阶段/文件/跟进（7 列） | 项目/说明/阶段/金额/负责人/进展（6 列） |
+| 筛选按钮 | 全部/业务机会/已签约执行 | 已去除，列表不做阶段筛选 |
+| 抽屉字段 | 14 个字段 | 6 个字段（名称/阶段/金额/截止/负责人/说明）+ 删除按钮 |
+| 当前阶段 | 文本输入 | 6 阶段下拉框（change 自动保存） |
+| 阶段体系 | 无标准 | 商务洽谈→系统上线→团队分工→项目交付→上线推广→结项验收 |
+| 版本号 | 项目名称含版本号 | 去除，仅保留项目名称 |
+
+### 新增数据表
+
+**project_tasks：**
+
+| 字段 | 类型 | 说明 |
+|------|------|------|
+| project_id | INTEGER | 关联 operation_projects |
+| phase | TEXT | 6 阶段之一 |
+| milestone | TEXT | 里程碑 |
+| task | TEXT | 任务名称 |
+| owner | TEXT | 负责人 |
+| due_date | TEXT | 截止时间 |
+| blockers | TEXT | 卡点&备注 |
+| notes | TEXT | 任务说明 |
+
+### 产品 Tab 变更
+
+| 项 | v1.0 | v2.0 |
+|----|------|------|
+| 平台字段 | 无 | 新增 platform 字段（真研平台/科普平台/关爱平台） |
+| 列表列 | 产品/版本/目标/功能/日期/状态（6 列） | 产品/版本/目标/功能/平台/日期/状态（7 列） |
+
+### 聚合指标变更
+
+| 指标 | v1.0 | v2.0 |
+|------|------|------|
+| P0 客户数 | ✓ | ✓ |
+| 跟进中销售机会 | ✓ | ✓ |
+| 已签约执行项目 | ✓ | ✓ |
+| 有风险项目 | ✓ | ✓ |
+| 本月收入 | ✓ | ✓ |
+| 本月净利 | ✓ | ✓ |
+| 即将上线版本 | ✓ | ✓ |
+| 已签约未执行金额 | — | ✓ 新增 |
+| 已签约合同总额 | — | ✓ 新增 |
+| 合同流程中金额 | — | ✓ 新增 |
+| 年度累计确收 | — | ✓ 新增 |
+| Q2 累计确收 | — | ✓ 新增 |
+| 年度累计毛利 | — | ✓ 新增 |
+| Q2 累计毛利 | — | ✓ 新增 |
+
+### 技术实现变更
+
+| 项 | v1.0 | v2.0 |
+|----|------|------|
+| 前端交互 | 弹窗 modal | Tab 内二级页面（state.projectView） |
+| 任务编辑 | 无 | fixed 抽屉 + submitTaskForm/openTaskForm |
+| 自动保存 | blur 事件 | blur（input）+ change（select） |
+| Lucide 刷新 | render() 统一调用 | 各 render 函数独立调用 createIcons() |

docs/prd/OPC管理系统PRD-V2.0.md

@@ -0,0 +1,338 @@
+# OPC 管理系统 PRD
+
+版本：v2.0
+日期：2026-06-16
+阶段：当前落地版（匹配 OPC-Manager v1.7.6 代码实现）
+定位：以科普（慰心斋）为单项目独立版本，打造 OPC 工作台，从全局首页、重点项目、业务方案、产品研发、财务管理 5 个视角，直观、清晰、全面地管理业务全貌。
+
+> 历史版本参见 `OPC管理系统PRD-V1.0.md`、`OPC管理系统PRD-V0.9.md`，修改日志见 `CHANGELOG.md`。
+
+---
+
+## 1. 背景与目标
+
+### 1.1 需求原文
+
+以慰心斋为例，打造一个 OPC 工作台，让我能够直观地看到他销售、业务、运营、产品、财务的情况。另外，之前他为自己单独打造了一个财务体系，把这个财务 manager 系统直接合并进工作台里面，不再作为一个独立的系统。
+
+### 1.2 背景与 v2.0 核心变更
+
+v1.0 的 6 Tab 架构（销售管理 + 业务方案 + 运营管理 + 产品研发 + 财务管理 + 首页）在实际使用中暴露出销售与运营割裂的问题——业务机会和签约执行项目本质上是同一项目的不同阶段，分两个 Tab 管理不自然。
+
+v2.0 做了以下架构级调整：
+
+1. **合并销售 + 运营为「重点项目」**：一个 Tab 管全部项目，项目表格 6 列（项目/说明/阶段/金额/负责人/进展）。
+2. **引入项目任务体系**：每个项目内嵌 6 阶段任务清单（商务洽谈→系统上线→团队分工→项目交付→上线推广→结项验收），支持增删改。
+3. **任务详情改为页内二级页面**：点击「查看」进入项目任务页，有返回按钮，不弹出独立窗口。
+4. **任务编辑改为右侧抽屉**：新增/编辑任务从右侧滑入表单，不打断任务列表浏览。
+5. **首页指标分层**：从 7 项扩展到 14 项，分为经营核心层和财务分层。
+6. **产品增加平台分类**：真研平台/科普平台/关爱平台三种归属。
+
+本系统将承接并合并原有独立财务 manager 能力，财务不再作为单独系统存在，而是作为 OPC 管理系统中的一个 Tab。
+
+### 1.3 样板范围
+
+v2.0 以科普（慰心斋）作为首个单项目独立版本，当前包含信达·科普无界、圆心科技科普文章等多个重点项目。
+
+首版只做单项目、单用户版本，不做多项目、多用户、权限体系。
+
+---
+
+## 2. 信息架构
+
+系统顶部为全局标题和基础操作区，主体为 5 个一级 Tab：
+
+1. **首页** — 经营总览（14 项指标 + 财务趋势 + 风险提醒 + 近期动态）
+2. **重点项目** — 项目列表 + 点击进入任务清单（6 阶段任务管理）
+3. **业务方案** — 按版本管理方案/成本/SOP/财务流程文件
+4. **产品研发** — 按版本管理产品目标/功能/日期（含平台分类）
+5. **财务管理** — 趋势图 + 明细表（收入/成本/毛利/净利）
+
+---
+
+## 3. 功能需求
+
+### 3.1 首页 Tab
+
+首页是科普（慰心斋）单项目的经营总览页。
+
+#### 3.1.1 关键指标（14 项，两组 4 列网格）
+
+**第一组 — 经营核心层（8 项）：**
+
+- P0 客户数
+- 跟进中销售机会数
+- 已签约执行项目数
+- 有风险项目数
+- 本月收入
+- 本月净利
+- 即将上线产品版本数
+- 已签约未执行金额
+
+**第二组 — 财务分层（6 项）：**
+
+- 已签约合同总额
+- 合同流程中金额
+- 年度累计确收
+- Q2 累计确收
+- 年度累计毛利
+- Q2 累计毛利
+
+> 以上指标由后端在 `/api/bootstrap` 中聚合计算（年度=2026年1-6月，Q2=2026年4-6月）。金钱单位统一为万元。
+
+#### 3.1.2 财务趋势图
+
+- 首页展示收入/成本月度折线图（Chart.js，固定高度 140px）。
+- 财务 Tab 独立展示 4 条曲线（收入/毛利/成本/净利）。
+
+#### 3.1.3 风险提醒与近期动态
+
+- 风险提醒：从运营项目提取 next_action 非空的项目，最多展示 5 条。
+- 近期动态：最近 8 条跟进记录时间线。
+
+---
+
+### 3.2 重点项目 Tab
+
+> **v2.0 核心模块**，合并 v1.0 的「销售管理」和「运营管理」两个 Tab。
+
+#### 3.2.1 项目列表
+
+| 列 | 说明 |
+|----|------|
+| 项目 | 项目名称 |
+| 项目说明 | customer_need 或 notes 字段 |
+| 当前阶段 | 6 阶段之一（badge 样式） |
+| 项目金额 | expected_contract_amount（万元） |
+| 负责人 | owner |
+| 进展 | 「查看」按钮，点击进入任务清单页 |
+
+- 右上角「新增项目」按钮，点击展开创建表单。
+- 表单字段：项目名称、当前阶段（下拉）、项目金额、负责人。
+- 点击表格行打开右侧抽屉（720px），展示项目详情和评论区。
+- 抽屉内新增「删除」按钮（红色，点击 confirm 确认后删除）。
+
+#### 3.2.2 项目抽屉（详情）
+
+6 个字段（失焦自动保存）：
+
+| 字段 | 类型 | 说明 |
+|------|------|------|
+| 项目名称 | text | project_name |
+| 当前阶段 | select | 6 阶段下拉，change 自动保存 |
+| 截止时间 | text | expected_sign_date |
+| 金额 | text | expected_contract_amount |
+| 负责人 | text | owner |
+| 项目说明 | textarea | notes（多行文本） |
+
+- 评论区保留，使用 Squire 富文本编辑器。
+
+#### 3.2.3 任务清单页（二级页面）
+
+点击「查看」进入项目任务清单页，在重点项目 Tab 内渲染：
+
+- 顶部：「← 返回项目列表」按钮（左）+ 项目名（中）+「新增任务」按钮（右）
+- 主体：按 6 阶段分组的任务卡片，空阶段自动隐藏
+- 任务行格式：`○ 任务名  任务说明  |  负责人  截止时间`
+- 卡点以红色 `⚠` 标记显示
+
+#### 3.2.4 6 阶段体系
+
+| 阶段 | 含义 |
+|------|------|
+| 商务洽谈 | 合同签订、渠道对接、接口推流等前期商务工作 |
+| 系统上线 | 系统开发、SOP 制定、脚本生产等平台搭建 |
+| 团队分工 | 人员招聘、审核人员到位等团队组建 |
+| 项目交付 | 供应商准入、拍摄制作等执行交付 |
+| 上线推广 | 项目启动上线、渠道全面推广 |
+| 结项验收 | 客户验收、尾款结算等收尾工作 |
+
+#### 3.2.5 任务编辑抽屉
+
+- 点击任务行或「新增任务」→ 右侧抽屉滑入（fixed 定位，始终可见）
+- 表单字段：任务名称、任务阶段（下拉）、负责人、截止时间、任务说明、卡点&备注
+- 新增时标题「新增任务」，编辑时「编辑任务」
+- 提交后抽屉关闭，列表刷新
+
+#### 3.2.6 数据模型
+
+**project_tasks 表：**
+
+| 字段 | 说明 |
+|------|------|
+| id | 主键 |
+| project_id | 关联 operation_projects.id |
+| phase | 阶段（商务洽谈/系统上线/团队分工/项目交付/上线推广/结项验收） |
+| milestone | 里程碑 |
+| task | 任务名称 |
+| owner | 负责人 |
+| due_date | 截止时间 |
+| blockers | 卡点&备注 |
+| notes | 任务说明 |
+| created_at / updated_at | 时间戳 |
+
+---
+
+### 3.3 业务方案 Tab
+
+与 v1.0 保持一致：
+
+- 表格：客户/项目名称、版本号、状态、文件数
+- 抽屉：属性（可编辑）+ 4 组文件（方案/成本/SOP/财务流程）
+- 文件支持上传、预览、下载、删除
+- 评论区支持 Squire 富文本
+
+---
+
+### 3.4 产品研发 Tab
+
+与 v1.0 保持一致，增加平台分类：
+
+- 表格：产品名称、版本号、版本目标、核心功能、平台、上线日期、状态
+- 抽屉：可编辑版本详情 + 评论区
+- 平台字段：下拉选择（真研平台/科普平台/关爱平台）
+
+---
+
+### 3.5 财务管理 Tab
+
+与 v1.0 保持一致：
+
+- 趋势图：收入/毛利/成本/净利 4 条月度曲线（Chart.js）
+- 明细表：支持录入/编辑收入、成本/费用明细
+- 月份格式 YYYY-MM
+- 净利 = 收入 - 成本/费用
+
+---
+
+## 4. 数据对象
+
+### 4.1 SalesLead（销售线索）
+
+仍保留数据库表和 API，但前端不再有独立 Tab。通过重点项目页可间接查看。
+
+### 4.2 OperationProject（运营项目）
+
+- id, project_name, project_version
+- project_type（opportunity / execution，现主要用于区分链路，前端不做筛选）
+- current_stage（6 阶段之一）
+- owner, expected_contract_amount, expected_sign_date
+- customer_need, notes
+- project_status（保留兼容，不作为主要显示字段）
+- created_at, updated_at
+
+### 4.3 ProjectTask（项目任务）—— v2.0 新增
+
+- id, project_id
+- phase, milestone, task
+- owner, due_date
+- blockers, notes
+- created_at, updated_at
+
+### 4.4 其他数据对象
+
+BusinessProposal、ProductVersion、FinanceRecord、FileAsset、FollowUpRecord 与 v1.0 一致，详见 `OPC管理系统PRD-V1.0.md` 第 5 章。
+
+---
+
+## 5. 页面与交互规范
+
+### 5.1 通用能力
+
+- 所有列表支持新增（内联表单或右上角按钮）。
+- 项目详情通过 720px 右侧抽屉展示和编辑。
+- 任务清单在 Tab 内作为二级页面渲染，不弹出独立窗口。
+- 任务编辑通过右侧抽屉（420px，fixed 定位）。
+- 字段失焦自动保存（input/textarea → blur；select → change）。
+- 评论区使用 Squire 富文本，支持 HTML 格式。
+- 点击表格行打开抽屉，不需要单独的「详情」按钮。
+
+### 5.2 抽屉交互
+
+- 项目抽屉宽度 720px，任务抽屉宽度 420px。
+- 字段默认透明背景、hover 显示边框、focus 蓝色边框。
+- 字段失焦/选择自动保存，保存状态有视觉反馈。
+- 抽屉右上角关闭按钮关闭，项目抽屉额外有「删除」按钮。
+- 评论提交后抽屉保持打开。
+
+### 5.3 任务清单页交互
+
+- 进入：点击项目行的「查看」按钮 → state.projectView = projectId → 刷新 Tab 内容。
+- 退出：点击「返回项目列表」→ state.projectView = null → 回到列表。
+- 工具栏与下方卡片使用相同的 20px 左右内边距（px-5）。
+- 空阶段分组不渲染（直接跳过）。
+- 点击任务行打开编辑抽屉；点击「新增任务」打开空白新增抽屉。
+- Lucide 图标在每次渲染后调用 `createIcons()` 刷新。
+
+### 5.4 评论区
+
+与 v1.0 一致，详见 `OPC管理系统PRD-V1.0.md` 第 6.4 节。
+
+---
+
+## 6. 技术栈与实现约束
+
+与 v1.0 一致，核心为：
+
+- **前端**：Jinja2 + Tailwind CSS CDN + Vanilla JS + Chart.js + Lucide + Squire
+- **后端**：Flask + sqlite3（无 ORM）+ SQLite
+- **单服务**：Flask dev server, 端口 5177
+- **不提交** `data/opc.sqlite`
+
+详见 `OPC管理系统PRD-V1.0.md` 第 7 章。
+
+**v2.0 新增数据表**：`project_tasks`。
+
+---
+
+## 7. 首页指标要求
+
+v2.0 首页展示 14 项关键指标（两组 4 列网格）：
+
+**经营核心层：**
+- P0 客户数、跟进中销售机会数、已签约执行项目数、有风险项目数
+- 本月收入、本月净利、即将上线产品版本数、已签约未执行金额
+
+**财务分层：**
+- 已签约合同总额、合同流程中金额
+- 年度累计确收、Q2 累计确收
+- 年度累计毛利、Q2 累计毛利
+
+---
+
+## 8. 验收标准
+
+### 首页
+
+- 展示 14 项指标（两组 4 列网格）。
+- 展示财务趋势图、风险提醒和近期动态。
+- 点击指标可跳转到对应 Tab。
+
+### 重点项目
+
+- 项目列表 6 列展示（项目/说明/阶段/金额/负责人/进展）。
+- 右上角「新增项目」展开表单。
+- 点击行打开抽屉（6 字段 + 评论 + 删除按钮）。
+- 点击「查看」进入二级任务清单页。
+- 任务清单按 6 阶段分组，空阶段隐藏。
+- 任务行显示任务名、说明、负责人、截止时间、卡点。
+- 点击任务行打开右侧编辑抽屉。
+- 「新增任务」打开空白新增抽屉。
+- 「返回项目列表」回到列表页。
+- 任务保存后列表刷新、抽屉关闭。
+
+### 业务方案、产品研发、财务管理
+
+与 v1.0 验收标准一致，详见 `OPC管理系统PRD-V1.0.md` 第 11 章。
+
+---
+
+## 9. 版本历史
+
+| 版本 | 日期 | 说明 |
+|------|------|------|
+| v0.9 | 2026-05-29 | 初始 PRD，6 Tab 功能架构 |
+| v1.0 | 2026-06-01 | 匹配 v1.0.2，卡片→表格，补充技术栈与交互细节 |
+| v2.0 | 2026-06-16 | 匹配 v1.7.6，销售+运营合并为重点项目、6 阶段任务体系、二级页面、任务编辑抽屉、首页指标分层、产品平台分类 |
+
+详细修改日志见 `CHANGELOG.md`。

static/styles.css

@@ -9,6 +9,29 @@ body {
   justify-content: space-between;
 }
 
+/* 工作台侧边栏 */
+.workspace-nav-item {
+  width: 52px;
+  height: 52px;
+  display: flex;
+  flex-direction: column;
+  align-items: center;
+  justify-content: center;
+  border-radius: 14px;
+  color: #94a3b8;
+  cursor: pointer;
+  transition: all 0.15s;
+  margin-bottom: 2px;
+}
+.workspace-nav-item:hover {
+  color: #e2e8f0;
+  background: rgba(255,255,255,0.08);
+}
+.workspace-nav-item.active {
+  color: #60a5fa;
+  background: rgba(96,165,250,0.15);
+}
+
 .tabs {
   display: flex;
   gap: 4px;
@@ -38,6 +61,478 @@ body {
   display: block;
 }
 
+/* 财务模态框 Tab */
+.finance-tabs {
+  display: flex;
+  gap: 0;
+  border-bottom: 1px solid #e2e8f0;
+  padding: 0 32px;
+  background: #fff;
+}
+
+.finance-tab {
+  padding: 10px 20px;
+  font-size: 13px;
+  font-weight: 500;
+  color: #64748b;
+  background: none;
+  border: none;
+  border-bottom: 2px solid transparent;
+  cursor: pointer;
+  transition: all 0.15s;
+}
+
+.finance-tab:hover { color: #1e293b; }
+
+.finance-tab.active {
+  color: #1d4ed8;
+  border-bottom-color: #1d4ed8;
+}
+
+/* 项目统一卡片布局 */
+.project-board {
+  background: #fff;
+  border: 1px solid #e5e7eb;
+  border-radius: 12px;
+  overflow: hidden;
+  display: flex;
+  flex-direction: column;
+  height: calc(100vh - 190px);
+}
+
+/* 项目树头部 */
+.project-tree-hd {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 8px 12px;
+  font-size: 13px;
+  font-weight: 600;
+  color: #374151;
+  flex-shrink: 0;
+}
+
+.project-search {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  background: #fff;
+  border: 1px solid #d1d5db;
+  border-radius: 8px;
+  padding: 5px 10px;
+  font-size: 13px;
+}
+
+.project-search i {
+  color: #9ca3af;
+  flex-shrink: 0;
+}
+
+.project-search input {
+  border: none;
+  outline: none;
+  font-size: 13px;
+  color: #374151;
+  width: 160px;
+  background: transparent;
+}
+
+.project-search input::placeholder { color: #9ca3af; }
+
+.project-board-body {
+  display: flex;
+  flex: 1;
+  overflow: hidden;
+}
+
+/* 项目树 */
+.project-tree {
+  width: 200px;
+  flex-shrink: 0;
+  display: flex;
+  flex-direction: column;
+}
+
+.project-tree-list {
+  flex: 1;
+  overflow-y: auto;
+  padding: 4px 0;
+}
+
+.project-tree-node {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 8px 16px;
+  font-size: 13px;
+  color: #334155;
+  cursor: pointer;
+  transition: background 0.1s;
+  border-left: 3px solid transparent;
+}
+
+.project-tree-node:hover {
+  background: #f1f5f9;
+}
+
+.project-tree-node.active {
+  background: #eff6ff;
+  border-left-color: #3b82f6;
+  color: #1d4ed8;
+  font-weight: 500;
+}
+
+.project-tree-icon {
+  flex-shrink: 0;
+  display: flex;
+  align-items: center;
+  color: #94a3b8;
+}
+
+.project-tree-name {
+  flex: 1;
+  min-width: 0;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+
+.project-tree-empty {
+  padding: 20px 16px;
+  font-size: 13px;
+  color: #94a3b8;
+  text-align: center;
+}
+
+/* 右键菜单 */
+.project-context-menu {
+  position: fixed;
+  z-index: 100;
+  background: #fff;
+  border: 1px solid #e2e8f0;
+  border-radius: 8px;
+  box-shadow: 0 4px 12px rgba(0,0,0,0.1);
+  padding: 4px 0;
+  min-width: 140px;
+}
+
+.project-context-item {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 7px 12px;
+  font-size: 12px;
+  color: #334155;
+  cursor: pointer;
+}
+
+.project-context-item:hover {
+  background: #f1f5f9;
+}
+
+.project-empty {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  height: 100%;
+  color: #94a3b8;
+  font-size: 14px;
+}
+
+/* 台账任务流（Plane 风格） */
+.task-feed {
+  flex: 1;
+  display: flex;
+  flex-direction: column;
+  overflow-y: auto;
+  min-width: 0;
+}
+
+.task-feed-hd {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 8px 16px;
+  flex-shrink: 0;
+}
+
+.task-feed-body {
+  flex: 1;
+  overflow-y: auto;
+  padding: 0;
+}
+
+.task-section {
+  border-bottom: 1px solid #edf2f7;
+}
+
+.task-section-hd {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 10px 20px;
+  background: #fafbfc;
+  cursor: pointer;
+  user-select: none;
+}
+
+.task-section-toggle {
+  display: flex;
+  align-items: center;
+  color: #9ca3af;
+  transition: transform 0.15s;
+}
+
+.task-section-list-wrap.collapsed {
+  display: none;
+}
+
+.task-section-icon {
+  display: flex;
+  align-items: center;
+  color: #9ca3af;
+}
+
+.task-section-label {
+  font-size: 14px;
+  font-weight: 600;
+  color: #111827;
+}
+
+.task-section-n {
+  background: #e5e7eb;
+  color: #6b7280;
+  font-size: 12px;
+  font-weight: 500;
+  padding: 2px 8px;
+  border-radius: 10px;
+  min-width: 20px;
+  text-align: center;
+}
+
+.task-section-list {
+  /* flat list, no card */
+}
+
+.task-item {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 9px 20px;
+  cursor: pointer;
+  transition: background 0.1s;
+}
+
+.task-item:hover {
+  background: #f9fafb;
+}
+
+.task-item.task-done .task-title {
+  text-decoration: line-through;
+  color: #9ca3af;
+}
+
+/* 状态徽章 */
+.task-status-badge {
+  flex-shrink: 0;
+  font-size: 12px;
+  font-weight: 600;
+  padding: 2px 8px;
+  border-radius: 10px;
+  cursor: pointer;
+  white-space: nowrap;
+  transition: background 0.15s;
+}
+.status-未开始 { background: #f1f5f9; color: #64748b; }
+.status-进行中 { background: #dbeafe; color: #1d4ed8; }
+.status-验收中 { background: #fef3c7; color: #92400e; }
+.status-已结束 { background: #dcfce7; color: #166534; }
+/* 产品版本状态 */
+.status-规划中 { background: #f1f5f9; color: #64748b; }
+.status-设计中 { background: #ede9fe; color: #7c3aed; }
+.status-开发中 { background: #dbeafe; color: #1d4ed8; }
+.status-测试中 { background: #fef3c7; color: #92400e; }
+.status-已上线 { background: #dcfce7; color: #166534; }
+.status-已延期 { background: #fee2e2; color: #991b1b; }
+.status-已取消 { background: #f1f5f9; color: #94a3b8; }
+
+/* 优先级底色 */
+.task-p0 { background: #fef2f2; }
+.task-p0:hover { background: #fee2e2; }
+.task-p1 { background: #fffbeb; }
+.task-p1:hover { background: #fef3c7; }
+
+.task-priority-badge {
+  flex-shrink: 0;
+  font-size: 11px;
+  font-weight: 700;
+  padding: 1px 6px;
+  border-radius: 4px;
+}
+.priority-p0 { background: #fecaca; color: #991b1b; }
+.priority-p1 { background: #fde68a; color: #92400e; }
+.priority-p2 { background: #e2e8f0; color: #475569; }
+.priority-p3 { background: #f1f5f9; color: #94a3b8; }
+
+.task-check {
+  flex-shrink: 0;
+  display: flex;
+  align-items: center;
+  color: #9ca3af;
+  cursor: pointer;
+}
+.task-check:hover {
+  color: #3b82f6;
+}
+
+.task-grip {
+  flex-shrink: 0;
+  color: #d1d5db;
+  cursor: grab;
+  padding: 2px 0;
+  display: flex;
+  align-items: center;
+}
+
+.task-content {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 1px;
+}
+
+.task-feed .task-title {
+  font-weight: 400;
+  color: #1f2937;
+  font-size: 12px;
+}
+
+.task-desc {
+  font-size: 12px;
+  color: #9ca3af;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+  max-width: 360px;
+}
+
+.task-meta {
+  flex-shrink: 0;
+  font-size: 12px;
+  color: #6b7280;
+  min-width: 56px;
+  text-align: right;
+}
+
+.task-blocker {
+  display: block;
+  font-size: 12px;
+  color: #ef4444;
+  margin-top: 2px;
+}
+
+.task-empty {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  padding: 60px 20px;
+  color: #9ca3af;
+  font-size: 13px;
+}
+
+/* 业务方案列表项 */
+.proposal-item {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+  padding: 10px 20px;
+  border-bottom: 1px solid #f3f4f6;
+  cursor: pointer;
+  font-size: 13px;
+  transition: background 0.1s;
+}
+
+/* 上传任务列表 */
+#uploadTaskList {
+  display: none;
+  padding: 12px 20px;
+  border-top: 1px solid #e2e8f0;
+}
+.upload-task {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 6px 0;
+  font-size: 12px;
+}
+.upload-task-name {
+  flex: 1;
+  min-width: 0;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+  color: #334155;
+}
+.upload-task-bar {
+  width: 80px;
+  height: 4px;
+  background: #e5e7eb;
+  border-radius: 2px;
+  overflow: hidden;
+  flex-shrink: 0;
+}
+.upload-task-fill {
+  height: 100%;
+  background: #3b82f6;
+  border-radius: 2px;
+  transition: width 0.2s;
+}
+.upload-task-pct {
+  width: 32px;
+  text-align: right;
+  color: #6b7280;
+  font-size: 11px;
+  flex-shrink: 0;
+}
+.upload-task-cancel {
+  flex-shrink: 0;
+  width: 20px;
+  height: 20px;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  border: none;
+  background: none;
+  color: #9ca3af;
+  cursor: pointer;
+  border-radius: 4px;
+}
+.upload-task-cancel:hover { color: #ef4444; background: #fef2f2; }
+.proposal-item:hover { background: #f9fafb; }
+
+.proposal-customer {
+  flex: 0 0 140px;
+  font-weight: 500;
+  color: #1f2937;
+}
+
+.proposal-notes {
+  flex: 1;
+  color: #6b7280;
+  font-size: 12px;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+  min-width: 0;
+}
+
+.proposal-files {
+  flex-shrink: 0;
+  font-size: 12px;
+  color: #9ca3af;
+}
+
 .card {
   background: white;
   border: 1px solid #e2e8f0;
@@ -489,3 +984,96 @@ td {
   color: #64748b;
   margin: 4px 0;
 }
+
+/* Task Modal — Plane style */
+.task-modal { display: none; }
+.task-modal.active { display: block; }
+.task-overlay {
+  position: fixed; inset: 0; background: rgba(15,23,42,0.35); z-index: 200;
+  display: flex; align-items: flex-start; justify-content: center;
+  padding-top: 48px; overflow-y: auto;
+}
+.task-panel {
+  background: #fff; border-radius: 12px; width: 1000px; max-width: 96vw;
+  box-shadow: 0 20px 60px rgba(0,0,0,0.12); margin-bottom: 48px;
+  overflow: hidden;
+}
+.task-header {
+  display: flex; align-items: center; justify-content: space-between;
+  padding: 16px 20px; border-bottom: 1px solid #e2e8f0;
+}
+.task-drawer .task-title { color: #1e293b; font-size: 15px; font-weight: 600; }
+.task-close {
+  color: #94a3b8; background: none; border: none; cursor: pointer;
+  padding: 4px; border-radius: 6px; display: flex;
+}
+.task-close:hover { color: #475569; background: #f1f5f9; }
+.task-body-wrap, .task-page-wrap { position: relative; overflow: hidden; }
+.task-body { padding: 20px; display: flex; flex-direction: column; gap: 16px; transition: margin-right 0.25s ease; }
+.task-drawer {
+  position: fixed; top: 0; right: 0; width: 420px; height: 100vh;
+  background: #fff; border-left: 1px solid #e2e8f0;
+  transform: translateX(100%); transition: transform 0.25s ease;
+  z-index: 300; display: flex; flex-direction: column;
+}
+.task-drawer.open { transform: translateX(0); }
+.task-drawer-hd {
+  display: flex; align-items: center; justify-content: space-between;
+  padding: 14px 20px; border-bottom: 1px solid #e2e8f0;
+}
+.task-drawer-title { font-size: 15px; font-weight: 600; color: #1e293b; }
+.task-drawer-form { padding: 16px 20px; flex: 1; overflow-y: auto; display: flex; flex-direction: column; gap: 14px; }
+.task-group {
+  background: #fff; border-radius: 8px;
+  border: 1px solid #e2e8f0; overflow: hidden;
+}
+.task-group-hd {
+  display: flex; align-items: center; gap: 8px;
+  padding: 10px 16px; background: #f8fafc;
+}
+.task-group-icon { color: #64748b; display: flex; }
+.task-group-label { color: #334155; font-size: 13px; font-weight: 600; }
+.task-group-n {
+  background: #e2e8f0; color: #64748b; font-size: 11px;
+  padding: 1px 7px; border-radius: 10px;
+}
+.task-group-list { display: flex; flex-direction: column; }
+.task-group-list.drag-over { background: #f0f9ff; }
+.task-row {
+  display: flex; align-items: center; gap: 16px;
+  padding: 10px 16px; border-top: 1px solid #f1f5f9;
+  cursor: pointer; transition: background 0.15s;
+}
+.task-row.dragging { opacity: 0.4; background: #f1f5f9; }
+.task-row.task-done .task-name { text-decoration: line-through; color: #94a3b8; }
+.task-row:hover { background: #f8fafc; }
+.task-dot { display: flex; color: #cbd5e1; flex-shrink: 0; cursor: pointer; }
+.task-dot:hover { color: #6366f1; }
+.task-grip { display: flex; color: #cbd5e1; flex-shrink: 0; cursor: grab; }
+.task-grip:hover { color: #94a3b8; }
+.task-grip:active { cursor: grabbing; }
+.task-main { flex: 1; min-width: 0; display: flex; flex-direction: column; gap: 2px; }
+.task-name { color: #1e293b; font-size: 13px; }
+.task-desc { color: #94a3b8; font-size: 12px; word-wrap: break-word; overflow-wrap: break-word; }
+.task-blocker { color: #dc2626; font-size: 12px; word-wrap: break-word; overflow-wrap: break-word; }
+.task-col { color: #64748b; font-size: 12px; white-space: nowrap; width: 100px; text-align: right; }
+.task-col-badge { color: #64748b; font-size: 12px; white-space: nowrap; width: 90px; text-align: right; }
+.task-none { color: #94a3b8; font-size: 13px; padding: 12px 14px; text-align: center; border-top: 1px solid #f1f5f9; }
+.task-form {
+  background: #f8fafc; border: 1px solid #e2e8f0; border-radius: 8px;
+  padding: 14px; margin-bottom: 16px;
+}
+.task-field { display: flex; flex-direction: column; gap: 4px; }
+.task-field span { color: #64748b; font-size: 12px; }
+.task-field input, .task-field select, .task-field textarea {
+  background: #fff; border: 1px solid #e2e8f0; border-radius: 6px;
+  color: #1e293b; font-size: 13px; padding: 6px 10px; outline: none;
+}
+.task-field input:focus, .task-field select:focus, .task-field textarea:focus { border-color: #2563eb; }
+.col-span-2 { grid-column: span 2; }
+.task-group-add {
+  display: block; width: 100%; padding: 10px; text-align: center;
+  color: #6b6d75; font-size: 13px; background: none; border: none;
+  border-top: 1px solid #24272d; cursor: pointer;
+}
+.task-group-add:hover { color: #e4e5e7; background: #24272d; }

templates/index.html

@@ -26,33 +26,101 @@
     <script src="{{ url_for('static', filename='vendor/lucide.js') }}" defer></script>
   </head>
   <body class="min-h-screen bg-slate-50 text-slate-950">
+    <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" id="workspaceSidebar">
+        <div class="w-10 h-10 rounded-xl bg-blue-600 flex items-center justify-center mb-6 text-white font-bold text-sm">OPC</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>
+        </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>
+        <!-- 用户区 -->
+        <div class="mt-auto flex flex-col items-center gap-2 pt-4">
+          <div class="w-8 h-8 rounded-full bg-slate-700 flex items-center justify-center text-white text-[11px] font-medium" id="userAvatar" title=""></div>
+          <button class="text-[10px] text-slate-500 hover:text-red-400 transition-colors" onclick="doLogout()" title="退出登录">退出</button>
+        </div>
+      </aside>
+      <!-- 主内容区 -->
+      <div class="flex-1 min-w-0">
     <header class="topbar border-b border-slate-200 bg-white px-8 py-5">
-      <div>
-        <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager · 单用户 · 单项目</p>
-        <h1 class="mt-1 text-2xl font-semibold">科普（慰心斋）OPC 工作台</h1>
+      <div class="flex items-center gap-3">
+        <div>
+          <p class="eyebrow text-xs font-semibold uppercase tracking-[0.18em] text-blue-700">OPC Manager</p>
+          <div class="flex items-center gap-3 mt-1">
+            <h1 class="text-2xl font-semibold" id="workspaceTitle">科普 OPC 工作台</h1>
+          </div>
+        </div>
       </div>
-      <button id="refreshBtn" class="rounded-md border border-slate-200 bg-white px-3 py-2 text-sm font-medium hover:bg-slate-50" type="button"><i data-lucide="refresh-cw"></i>刷新</button>
     </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="sales"><i data-lucide="briefcase-business"></i>业务机会</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>
+      <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="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>
-
+      </div><!-- 关闭主内容区 -->
+    </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="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm">
+              <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()">
+        <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">新增项目</h3>
+          <button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeNewProjectModal()"><i data-lucide="x"></i></button>
+        </div>
+        <form onsubmit="createOperation(event)" class="p-6 grid gap-4">
+          <label class="block"><span class="text-xs font-medium text-slate-500">项目名称</span><input name="project_name" required class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm"></label>
+          <label class="block"><span class="text-xs font-medium text-slate-500">项目备注</span><textarea name="notes" rows="3" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm" placeholder="可选"></textarea></label>
+          <div class="flex justify-end gap-3 pt-3 border-t border-slate-100">
+            <button type="button" class="btn btn-ghost btn-sm" onclick="closeNewProjectModal()">取消</button>
+            <button type="submit" class="btn btn-primary btn-sm">创建</button>
+          </div>
+        </form>
+      </div>
+    </div>
     <script src="{{ url_for('static', filename='app.js') }}"></script>
   </body>
 </html>

templates/login.html

@@ -0,0 +1,45 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>OPC 工作台 · 登录</title>
+  <script src="https://cdn.tailwindcss.com"></script>
+</head>
+<body class="min-h-screen bg-slate-50 flex items-center justify-center">
+  <div class="bg-white rounded-2xl shadow-lg p-8 w-full max-w-sm mx-4">
+    <div class="text-center mb-6">
+      <h1 class="text-2xl font-bold text-slate-800">OPC 工作台</h1>
+      <p class="text-sm text-slate-400 mt-1">请输入账号密码登录</p>
+    </div>
+    <form id="loginForm" onsubmit="doLogin(event)" class="grid gap-4">
+      <label class="block">
+        <span class="text-xs font-medium text-slate-500">账号</span>
+        <input name="username" required class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm" placeholder="admin / kepu / keyan / yihuan" autofocus>
+      </label>
+      <label class="block">
+        <span class="text-xs font-medium text-slate-500">密码</span>
+        <input name="password" type="password" required class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm">
+      </label>
+      <p id="loginError" class="text-red-500 text-xs hidden"></p>
+      <button type="submit" class="btn w-full bg-slate-800 text-white rounded-lg py-2.5 text-sm font-medium hover:bg-slate-700">登 录</button>
+    </form>
+    <p class="text-xs text-slate-400 text-center mt-6">默认管理员：qiukai / yxcowork2026</p>
+  </div>
+  <script>
+    async function doLogin(e) {
+      e.preventDefault();
+      const form = e.currentTarget;
+      const data = Object.fromEntries(new FormData(form).entries());
+      try {
+        const res = await (await fetch("/api/auth/login", { method: "POST", headers: {"Content-Type":"application/json"}, body: JSON.stringify(data) })).json();
+        if (res.error) { document.querySelector("#loginError").textContent = res.error; document.querySelector("#loginError").classList.remove("hidden"); return; }
+        window.location.href = "/";
+      } catch (err) {
+        document.querySelector("#loginError").textContent = "网络错误，请重试";
+        document.querySelector("#loginError").classList.remove("hidden");
+      }
+    }
+  </script>
+</body>
+</html>