v3.2.0 — 财务项目增加总确收/总毛利列+弹窗计算显示

backend/flask_app.py

@@ -316,13 +316,33 @@ 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
 
 
@@ -333,27 +353,41 @@ def index():
 
 @app.route("/api/bootstrap")
 def bootstrap():
+    tenant = request.args.get("tenant", "科普·无界")
     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 = {
@@ -363,33 +397,41 @@ 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), "tasks": rows(conn, "SELECT * FROM project_tasks ORDER BY phase, id")})
+        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": ["科普·无界","科研·无界","医患·无界"]})
     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"]),
-    "tasks": ("project_tasks", ["project_id", "phase", "milestone", "task", "owner", "due_date", "blockers", "notes"]),
+    "sales": ("sales_leads", ["target_customer", "priority", "status", "tenant"]),
+    "proposals": ("business_proposals", ["customer_or_project_name", "version", "description", "status", "created_date", "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", "tenant"]),
+    "projectFinances": ("project_finances", ["project_id", "tenant", "business_type", "customer_name", "sign_amount", "sign_month", "status", "sales_person", "rev_2026_06", "rev_2026_07", "rev_2026_08", "rev_2026_09", "gross_2026_06", "gross_2026_07", "gross_2026_08", "gross_2026_09"]),
 }
 
 
@@ -472,6 +514,19 @@ def delete_followup(followup_id):
         conn.close()
 
 
+@app.route("/api/tasks/batch-sort", methods=["POST"])
+def batch_sort_tasks():
+    conn = db()
+    try:
+        items = request.get_json(force=True).get("items", [])
+        for item in items:
+            conn.execute("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"])
 def upload_file():
     file = request.files["file"]

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/app.js

@@ -1,7 +1,10 @@
 const state = {
   active: "home",
   data: null,
+  tenant: "科普·无界",
   opFilter: "all",
+  finFilter: "已签单",
+  projectView: null,
   chart: null,
   chart2: null,
   productPlatform: "all",
@@ -47,7 +50,7 @@ function renderTable(headers, rows, rowClicks) {
 }
 
 async function load() {
-  state.data = await api("/api/bootstrap");
+  state.data = await api(`/api/bootstrap?tenant=${encodeURIComponent(state.tenant)}`);
   render();
 }
 
@@ -93,30 +96,38 @@ function render() {
 function renderHome() {
   const { summary, financeMonthly } = state.data;
   const m = summary.metrics;
+  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)],
+    ["合同流程中", money(m.pipeline_amount)],
+  ];
+  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)],
+    ["已签约未执行", money(m.signed_not_executed)],
+  ];
+  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)],
+    ["合同毛利率", m.revenue_annual ? Math.round(m.gross_annual / m.revenue_annual * 100) + "%" : "—"],
+  ];
+  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">
+      <div class="grid grid-cols-6 gap-3">
         ${[
-          ["P0 客户数", m.p0_customers, "projects"],
-          ["跟进中销售机会", m.active_sales, "projects"],
-          ["已签约执行项目", m.execution_projects, "projects"],
-          ["有风险项目", m.risk_projects, "projects"],
-          ["本月收入", money(m.monthly_revenue), "finance"],
+          ["重点项目", m.total_projects, "projects"],
+          ["业务方案", m.total_proposals, "proposals"],
+          ["产品版本", m.total_products, "products"],
+          ["本月确收", money(m.monthly_revenue), "finance"],
+          ["本月毛利", money(m.monthly_gross || m.monthly_net_profit), "finance"],
           ["本月净利", money(m.monthly_net_profit), "finance"],
-          ["即将上线版本", m.upcoming_products, "products"],
-          ["已签约未执行", money(m.signed_not_executed), "finance"],
         ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="gauge"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
       </div>
-      <div class="grid grid-cols-4 gap-3">
-        ${[
-          ["已签约合同总额", money(m.signed_amount), "projects"],
-          ["合同流程中", money(m.pipeline_amount), "projects"],
-          ["年度累计确收", money(m.revenue_annual), "finance"],
-          ["Q2 累计确收", money(m.revenue_q2), "finance"],
-          ["年度累计毛利", money(m.gross_annual), "finance"],
-          ["Q2 累计毛利", money(m.gross_q2), "finance"],
-        ].map(([label, value, tab]) => `<button class="metric-card" onclick="switchTab('${tab}')"><span class="flex items-center gap-2 text-xs text-slate-500"><i data-lucide="trending-up"></i>${label}</span><strong class="mt-2 block text-2xl">${value}</strong></button>`).join("")}
-      </div>
+      <div class="grid grid-cols-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-2 gap-5">
         ${card(`<div class="mb-3 flex items-center justify-between"><h2 class="text-sm font-bold text-slate-600">财务趋势</h2>${badge("YYYY-MM")}</div><div style="position:relative;height:140px"><canvas id="financeChart"></canvas></div>`, "p-4")}
         ${card(`<h2 class="text-lg font-bold">风险提醒</h2><div class="mt-3 grid gap-2">${(summary.risks.length ? summary.risks : [{ title: "暂无高风险", content: "当前无明确阻塞，按周更新即可。" }]).map((r) => `<div class="rounded-md border border-amber-200 bg-amber-50 p-3"><p class="font-bold text-amber-900">${r.title}</p><p class="mt-1 text-sm text-amber-800 break-words">${r.content}</p></div>`).join("")}</div>`, "p-5")}
@@ -170,56 +181,244 @@ window.createSales = (event) => createResource(event, "sales");
 window.createProposal = (event) => createResource(event, "proposals");
 window.createOperation = (event) => createResource(event, "operations");
 window.createProduct = (event) => createResource(event, "products");
-window.createFinance = (event) => createResource(event, "finance");
+
+window.openTaskForm = (projectId, taskId) => {
+  const drawer = document.querySelector(`#task-drawer-${projectId}`);
+  const titleEl = drawer.querySelector(".task-drawer-title");
+  if (taskId === null) {
+    document.querySelector(`#task-id-${projectId}`).value = "";
+    document.querySelector(`#task-name-${projectId}`).value = "";
+    document.querySelector(`#task-phase-${projectId}`).value = "商务洽谈";
+    document.querySelector(`#task-owner-${projectId}`).value = "";
+    document.querySelector(`#task-due-${projectId}`).value = "";
+    document.querySelector(`#task-notes-${projectId}`).value = "";
+    document.querySelector(`#task-blockers-${projectId}`).value = "";
+    document.querySelector(`#task-submit-btn-${projectId}`).textContent = "确认新增";
+    if (titleEl) titleEl.textContent = "新增任务";
+  } else {
+    const task = (state.data.tasks || []).find((t) => t.id === taskId);
+    if (!task) return;
+    document.querySelector(`#task-id-${projectId}`).value = task.id;
+    document.querySelector(`#task-name-${projectId}`).value = task.task || "";
+    document.querySelector(`#task-phase-${projectId}`).value = task.phase || "商务洽谈";
+    document.querySelector(`#task-owner-${projectId}`).value = task.owner || "";
+    document.querySelector(`#task-due-${projectId}`).value = task.due_date || "";
+    document.querySelector(`#task-notes-${projectId}`).value = task.notes || "";
+    document.querySelector(`#task-blockers-${projectId}`).value = task.blockers || "";
+    document.querySelector(`#task-submit-btn-${projectId}`).textContent = "保存修改";
+    if (titleEl) titleEl.textContent = "编辑任务";
+  }
+  drawer.classList.add("open");
+};
+window.closeTaskDrawer = (projectId) => {
+  document.querySelector(`#task-drawer-${projectId}`).classList.remove("open");
+};
+
+window.submitTaskForm = async (event, projectId) => {
+  event.preventDefault();
+  const data = Object.fromEntries(new FormData(event.currentTarget).entries());
+  data.project_id = Number(projectId);
+  const taskId = data.task_id;
+  delete data.task_id;
+  try {
+    if (taskId) {
+      await api(`/api/tasks/${taskId}`, { method: "PUT", body: JSON.stringify({ data }) });
+    } else {
+      await api("/api/tasks", { method: "POST", body: JSON.stringify({ data }) });
+    }
+    await load();
+  } catch (error) {
+    alert("保存失败：" + error.message);
+  }
+};
+window.createFinance = async (event) => {
+  event.preventDefault();
+  const form = event.currentTarget;
+  const data = Object.fromEntries(new FormData(form).entries());
+  data.tenant = state.tenant;
+  data.sign_amount = parseFloat(data.sign_amount) || 0;
+  for (const m of ["2026-06","2026-07","2026-08","2026-09"]) {
+    const k = m.replace("-","_");
+    data["rev_"+k] = parseFloat(data["rev_"+k]) || 0;
+    data["gross_"+k] = parseFloat(data["gross_"+k]) || 0;
+  }
+  const pfId = data.pf_id;
+  delete data.pf_id;
+  try {
+    if (pfId) {
+      await api("/api/projectFinances/" + pfId, { method: "PUT", body: JSON.stringify({ data }) });
+    } else {
+      await api("/api/projectFinances", { method: "POST", body: JSON.stringify({ data }) });
+    }
+    form.reset();
+    document.querySelector("#pf-id-input").value = "";
+    document.querySelector("#financeModalTitle").textContent = "新增项目财务";
+    closeFinanceModal();
+    await load();
+  } catch (error) {
+    alert("保存失败：" + error.message);
+  }
+};
 window.switchTab = switchTab;
+window.switchTenant = (tenant) => {
+  state.tenant = tenant;
+  state.projectView = null;
+  const label = tenant.replace("·无界", "");
+  document.querySelector("#workspaceTitle").textContent = label + " OPC 工作台";
+  load();
+};
 
 function renderProjects() {
-  // Merge sales_leads and operation_projects into one table
-  const salesItems = state.data.sales.map((x) => ({
-    name: x.target_customer,
-    version: "",
-    type: "opportunity",
-    status: x.status,
-    amount: 0,
-    stage: "",
-    files: 0,
-    followup: x.latest_follow_up_record,
-    resource: "sales",
-    id: x.id,
-  }));
-  const opItems = state.data.operations.map((x) => ({
-    name: x.project_name,
-    version: x.project_version,
-    type: x.project_type,
-    status: x.project_status,
-    amount: x.expected_contract_amount || 0,
-    stage: x.current_stage || x.sop_stage,
-    files: x.files.length,
-    followup: x.latest_follow_up_record,
-    resource: "operations",
-    id: x.id,
-  }));
-  const allItems = [...salesItems, ...opItems];
-  const items = state.opFilter === "all" ? allItems : allItems.filter((x) => x.type === state.opFilter || (state.opFilter === "opportunity" && x.type === "opportunity"));
-  const rows = items.map((x) => [`<strong>${x.name}</strong>${x.version ? `<p class="text-xs text-slate-500">${x.version}</p>` : ""}`, badge(x.type), badge(x.status), x.amount ? money(x.amount) : "—", text(x.stage), text(x.followup)]);
-  const clicks = items.map((x) => ({ resource: x.resource, id: x.id }));
+  // 二级页面：项目任务详情
+  if (state.projectView) {
+    return renderProjectTasks(state.projectView);
+  }
+  const items = state.data.operations;
+  const rows = items.map((x) => [
+    `<strong>${x.project_name}</strong>`,
+    text(x.customer_need || x.notes),
+    badge(x.current_stage || x.project_status),
+    x.expected_contract_amount ? money(x.expected_contract_amount) : "—",
+    text(x.owner || "—"),
+    `<button class="btn btn-ghost btn-sm text-blue-600" onclick="event.stopPropagation(); state.projectView=${x.id}; renderProjects()"><i data-lucide="eye"></i>查看</button>`
+  ]);
   document.querySelector("#projects").innerHTML = `<div class="grid gap-4">
+    <div id="project-form">
+      ${card(formHtml([
+        { label: "项目名称", input: `<input name="project_name" required>` },
+        { label: "当前阶段", input: `<select name="current_stage"><option>商务洽谈</option><option>系统上线</option><option>团队分工</option><option>项目交付</option><option>上线推广</option><option>结项验收</option></select>` },
+        { label: "项目金额", input: `<input name="expected_contract_amount" type="number" step="0.01" placeholder="万元">` },
+        { label: "负责人", input: `<input name="owner">` },
+      ], { handler: "createOperation", text: "新增项目" }), "p-4")}
+    </div>
+    ${renderTable(["项目", "项目说明", "当前阶段", "项目金额", "负责人", "进展"], rows, items.map((x) => ({ resource: "operations", id: x.id })))}
+  </div>`;
+  if (window.lucide) window.lucide.createIcons();
+}
+
+function renderProjectTasks(projectId) {
+  const project = state.data.operations.find((x) => x.id === projectId);
+  if (!project) { state.projectView = null; renderProjects(); return; }
+  const tasks = (state.data.tasks || []).filter((t) => t.project_id === projectId);
+  const phases = ["商务洽谈", "系统上线", "团队分工", "项目交付", "上线推广", "结项验收"];
+  document.querySelector("#projects").innerHTML = `<div class="grid gap-4">
+    <div class="flex items-center justify-between px-5">
+      <button class="btn btn-ghost btn-sm" onclick="state.projectView=null;renderProjects()"><i data-lucide="arrow-left"></i>返回项目列表</button>
+      <div class="flex items-center gap-3">
+        <span class="text-sm font-semibold text-slate-700">${project.project_name}</span>
+        <button class="btn btn-primary btn-sm" onclick="openTaskForm(${projectId}, null)"><i data-lucide="plus"></i>新增任务</button>
+      </div>
+    </div>
+    <div class="task-page-wrap">
+      <div class="task-body">
+      ${phases.map((phase) => {
+      const pt = tasks.filter((t) => t.phase === phase);
+      if (!pt.length) return "";
+      return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list" data-phase="${phase}" ondrop="handleTaskDrop(event, ${projectId}, '${phase}')" ondragover="event.preventDefault(); event.currentTarget.classList.add('drag-over')" ondragleave="event.currentTarget.classList.remove('drag-over')">${pt.map((t) => `<div class="task-row ${t.status === 'done' ? 'task-done' : ''}" data-id="${t.id}" draggable="true" ondragstart="handleTaskDragStart(event, ${t.id})" ondragend="event.currentTarget.classList.remove('dragging')"><span class="task-dot" onclick="event.stopPropagation(); toggleTaskDone(${t.id}, ${projectId})"><i data-lucide="${t.status === 'done' ? 'check-circle' : 'circle'}"></i></span><span class="task-grip"><i data-lucide="grip-vertical"></i></span><div class="task-main" onclick="openTaskForm(${projectId}, ${t.id})"><span class="task-name">${t.task}</span>${t.notes ? `<span class="task-desc">${t.notes}</span>` : ""}${t.blockers ? `<span class="task-blocker">⚠ ${t.blockers}</span>` : ""}</div><span class="task-col">${t.owner || ""}</span><span class="task-col-badge">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
+    }).join("")}
+      </div>
+      <div id="task-drawer-${projectId}" class="task-drawer">
+        <div class="task-drawer-hd"><span class="task-drawer-title">编辑任务</span><div class="flex items-center gap-2"><button type="button" class="btn btn-ghost btn-sm text-red-600 hover:bg-red-50" onclick="deleteTask(${projectId})"><i data-lucide="trash-2"></i>删除</button><button class="task-close" onclick="closeTaskDrawer(${projectId})"><i data-lucide="x"></i></button></div></div>
+        <form class="task-drawer-form" onsubmit="submitTaskForm(event, ${projectId})">
+          <input type="hidden" name="task_id" id="task-id-${projectId}" value="">
+          <label class="task-field"><span>任务名称</span><input name="task" required id="task-name-${projectId}"></label>
+          <label class="task-field"><span>任务阶段</span><select name="phase" id="task-phase-${projectId}">${phases.map((p) => `<option>${p}</option>`).join("")}</select></label>
+          <label class="task-field"><span>负责人</span><input name="owner" id="task-owner-${projectId}"></label>
+          <label class="task-field"><span>截止时间</span><input name="due_date" type="date" id="task-due-${projectId}"></label>
+          <label class="task-field"><span>任务说明</span><textarea name="notes" rows="3" id="task-notes-${projectId}"></textarea></label>
+          <label class="task-field"><span>卡点&备注</span><textarea name="blockers" rows="2" id="task-blockers-${projectId}" placeholder="风险卡点、依赖项等"></textarea></label>
+          <div class="flex justify-end gap-2 mt-4 pt-3 border-t border-slate-100">
+            <button type="button" class="btn btn-ghost btn-sm" onclick="closeTaskDrawer(${projectId})">取消</button>
+            <button type="submit" class="btn btn-primary btn-sm" id="task-submit-btn-${projectId}">确认新增</button>
+          </div>
+        </form>
+      </div>
+    </div>
+  </div>`;
+  if (window.lucide) window.lucide.createIcons();
+}
+
+function showTaskModal(projectId) {
+  const project = state.data.operations.find((x) => x.id === projectId);
+  const tasks = (state.data.tasks || []).filter((t) => t.project_id === projectId);
+  const phases = ["商务洽谈", "系统上线", "团队分工", "项目交付", "上线推广", "结项验收"];
+  document.querySelector("#taskModal").innerHTML = `<div class="task-overlay" onclick="closeTaskModal()"><div class="task-panel" onclick="event.stopPropagation()"><div class="task-header"><h2 class="task-title">${project.project_name}  ·  任务清单</h2><div class="flex items-center gap-3"><button class="btn btn-primary btn-sm" onclick="event.stopPropagation(); openTaskForm(${projectId}, null)"><i data-lucide="plus"></i>新增任务</button><button class="task-close" onclick="closeTaskModal()"><i data-lucide="x"></i></button></div></div><div class="task-body-wrap">
+    <div class="task-body">
+    ${phases.map((phase) => {
+    const pt = tasks.filter((t) => t.phase === phase);
+    if (!pt.length) return "";
+    return `<div class="task-group"><div class="task-group-hd"><span class="task-group-icon"><i data-lucide="layers"></i></span><span class="task-group-label">${phase}</span><span class="task-group-n">${pt.length}</span></div><div class="task-group-list">${pt.map((t) => `<div class="task-row" data-id="${t.id}" onclick="event.stopPropagation(); openTaskForm(${projectId}, ${t.id})"><span class="task-dot"><i data-lucide="${t.status === 'done' ? 'check-circle' : 'circle'}"></i></span><div class="task-main"><span class="task-name">${t.task}</span>${t.notes ? `<span class="task-desc">${t.notes}</span>` : ""}${t.blockers ? `<span class="task-blocker">⚠ ${t.blockers}</span>` : ""}</div><span class="task-col">${t.owner || ""}</span><span class="task-col-badge">${t.due_date || ""}</span></div>`).join("")}</div></div>`;
+  }).join("")}
+    </div>
+    <div id="task-drawer-${projectId}" class="task-drawer">
+      <div class="task-drawer-hd"><span class="task-drawer-title">编辑任务</span><button class="task-close" onclick="closeTaskDrawer(${projectId})"><i data-lucide="x"></i></button></div>
+      <form class="task-drawer-form" onsubmit="submitTaskForm(event, ${projectId})">
+        <input type="hidden" name="task_id" id="task-id-${projectId}" value="">
+        <label class="task-field"><span>任务名称</span><input name="task" required id="task-name-${projectId}"></label>
+        <label class="task-field"><span>任务阶段</span><select name="phase" id="task-phase-${projectId}">${phases.map((p) => `<option>${p}</option>`).join("")}</select></label>
+        <label class="task-field"><span>负责人</span><input name="owner" id="task-owner-${projectId}"></label>
+        <label class="task-field"><span>截止时间</span><input name="due_date" type="date" id="task-due-${projectId}"></label>
+        <label class="task-field"><span>任务说明</span><textarea name="notes" rows="3" id="task-notes-${projectId}"></textarea></label>
+        <label class="task-field"><span>卡点&备注</span><textarea name="blockers" rows="2" id="task-blockers-${projectId}" placeholder="风险卡点、依赖项等"></textarea></label>
+        <div class="flex justify-end gap-2 mt-4 pt-3 border-t border-slate-100">
+          <button type="button" class="btn btn-ghost btn-sm" onclick="closeTaskDrawer(${projectId})">取消</button>
+          <button type="submit" class="btn btn-primary btn-sm" id="task-submit-btn-${projectId}">确认新增</button>
+        </div>
+      </form>
+    </div>
+  </div></div></div>`;
+  document.querySelector("#taskModal").classList.add("active");
+  if (window.lucide) window.lucide.createIcons();
+}
+window.closeTaskModal = () => {
+  document.querySelector("#taskModal").classList.remove("active");
+  document.querySelector("#taskModal").innerHTML = "";
+};
+
+function renderProposals() {
+  const proposalRows = state.data.proposals.map((p) => [p.customer_or_project_name, p.version, badge(p.status), p.files.length + " 个"]);
+  const proposalClicks = state.data.proposals.map((p) => ({ resource: "proposals", id: p.id }));
+  document.querySelector("#proposals").innerHTML = `<div class="grid gap-4">
     ${card(formHtml([
-      { label: "业务机会", input: `<input name="target_customer" required placeholder="客户名称">` },
-      { label: "优先级", input: `<select name="priority"><option>P0</option><option selected>P1</option><option>P2</option><option>P3</option></select>` },
-      { label: "状态", input: `<select name="status"><option>待跟进</option><option>跟进中</option><option>方案中</option><option>商务谈判</option><option>已签约</option><option>暂缓</option><option>已丢单</option></select>` },
-    ], { handler: "createSales", text: `<i data-lucide="plus"></i>新增业务机会` }), "p-4")}
-    ${card(formHtml([
-      { label: "项目名称", input: `<input name="project_name" required>` },
-      { label: "项目版本", input: `<input name="project_version" value="v1.0">` },
-      { label: "项目类型", input: `<select name="project_type"><option value="opportunity">业务机会项目</option><option value="execution">已签约执行项目</option></select>` },
-      { label: "状态", input: `<input name="project_status" value="线索发现">` },
-    ], { handler: "createOperation", text: "新增项目" }), "p-4")}
-    <div class="flex gap-2">${[["all","全部"],["opportunity","业务机会"],["execution","已签约执行"]].map(([k,v]) => `<button class="btn ${state.opFilter === k ? "btn-primary" : "btn-ghost"}" onclick="state.opFilter='${k}'; renderProjects()">${v}</button>`).join("")}</div>
-    ${renderTable(["项目/客户", "类型", "状态", "金额", "当前阶段", "最新跟进"], rows, clicks)}
+      { label: "客户/项目", input: `<input name="customer_or_project_name" required placeholder="如：信达生物">` },
+      { label: "版本号", input: `<input name="version" required placeholder="v1.0">` },
+      { label: "状态", input: `<select name="status"><option>草稿</option><option>内部评审</option><option selected>已提交客户</option><option>客户反馈中</option><option>已确认</option><option>已归档</option></select>` },
+    ], { handler: "createProposal", text: "新增版本" }), "p-4")}
+    ${renderTable(["客户/项目", "版本号", "状态", "文件数"], proposalRows, proposalClicks)}
   </div>`;
 }
 
+function fileGroup(module, ownerId, version, category, files) {
+  return `<div class="rounded-md border border-slate-200 px-3 py-2">
+    <div class="flex items-center justify-between gap-3"><p class="text-[13px] font-semibold text-slate-800">${category}</p><label class="inline-flex cursor-pointer items-center gap-1 rounded-md border border-slate-200 px-2 py-1 text-[12px] font-medium text-slate-600 hover:bg-slate-50"><i data-lucide="upload"></i>上传<input class="hidden" type="file" onchange="uploadFile(event,'${module}',${ownerId},'${version}','${category}')"></label></div>
+    <div class="mt-2 grid gap-1.5">${files.length ? files.map(fileItem).join("") : `<p class="text-[12px] text-slate-400">暂无文件</p>`}</div>
+  </div>`;
+}
+
+function fileItem(file) {
+  return `<div class="flex items-center justify-between gap-2 rounded-md bg-slate-50 px-2 py-1.5 text-[13px]"><div class="min-w-0 flex-1"><p class="truncate font-medium text-slate-800">${file.file_name}</p><div class="mt-0.5 flex gap-3"><a class="file-link inline-flex items-center gap-1" target="_blank" href="/api/files/${file.id}/content?inline=true"><i data-lucide="eye"></i>预览</a><a class="file-link inline-flex items-center gap-1 text-slate-600" href="/api/files/${file.id}/content?inline=false"><i data-lucide="download"></i>下载</a></div></div><button class="btn btn-ghost btn-sm text-red-600" onclick="deleteFile(${file.id})" title="删除"><i data-lucide="trash-2"></i></button></div>`;
+}
+
+window.deleteFile = async (fileId) => {
+  if (!confirm("确认删除此文件？")) return;
+  await api(`/api/files/${fileId}`, { method: "DELETE" });
+  await load();
+  closeDrawer();
+};
+
+window.uploadFile = async (event, module, ownerId, version, category) => {
+  const file = event.target.files[0];
+  if (!file) return;
+  const form = new FormData();
+  form.append("module", module);
+  form.append("owner_id", ownerId);
+  form.append("owner_version", version);
+  form.append("file_category", category);
+  form.append("file", file);
+  await api("/api/files/upload", { method: "POST", body: form });
+  await load();
+};
+
 function renderProducts() {
   const items = state.productPlatform === "all" ? state.data.products : state.data.products.filter((x) => (x.platform || "") === state.productPlatform);
   document.querySelector("#products").innerHTML = `<div class="grid gap-4">
@@ -236,19 +435,107 @@ function renderProducts() {
 }
 
 function renderFinance() {
-  const rows = state.data.finance.map((x) => [x.month, badge(x.record_type === "revenue" ? "收入" : "成本/费用"), x.category, money(x.amount), x.occurred_date, text(x.notes)]);
+  const pfs = state.data.projectFinances || [];
+  const ops = state.data.operations || [];
+  const fmTypesByTenant = {
+    "科普·无界": ["科普音频","科普视频","科普文章","全品类科普"],
+    "科研·无界": ["真实世界研究","调研问卷","病例征集","患者招募"],
+    "医患·无界": ["医患运营","患者管理","患教会","创新支付","电商","其他"],
+  };
+  const fmTypes = fmTypesByTenant[state.tenant] || fmTypesByTenant["科普·无界"];
+  const tenantOps = (state.data.operations || []).filter(o => (o.project_name || "").includes(state.tenant.replace("·无界","")) || o.tenant === state.tenant);
+  const months = ["2026-06","2026-07","2026-08","2026-09"];
+  const monthLabels = ["6月","7月","8月","9月"];
+  
+  // Aggregates
+  const signed = pfs.filter(x => x.status === "已签单");
+  const pending = pfs.filter(x => x.status !== "已签单");
+  const sumSign = signed.reduce((s,x) => s + (x.sign_amount||0), 0);
+  const sumPending = pending.reduce((s,x) => s + (x.sign_amount||0), 0);
+  const monthRev = months.map(m => pfs.reduce((s,x) => s + (x["rev_"+m.replace("-","_")]||0), 0));
+  const monthGross = months.map(m => pfs.reduce((s,x) => s + (x["gross_"+m.replace("-","_")]||0), 0));
+  
+  const renderPfRow = (pf) => {
+    const mCols = months.map(m => {
+      const rev = pf["rev_"+m.replace("-","_")] || 0;
+      const gross = pf["gross_"+m.replace("-","_")] || 0;
+      return `<td class="p-2 text-right whitespace-nowrap"><span class="${rev ? 'text-blue-700 font-medium' : 'text-slate-300'}">${rev ? money(rev) : '—'}</span><br><span class="text-xs ${gross ? 'text-green-600' : 'text-slate-300'}">${gross ? money(gross) : '—'}</span></td>`;
+    }).join("");
+    const totalRev = months.reduce((s,m) => s + (pf["rev_"+m.replace("-","_")]||0), 0);
+    const totalGross = months.reduce((s,m) => s + (pf["gross_"+m.replace("-","_")]||0), 0);
+    const totalCol = `<td class="p-2 text-right whitespace-nowrap font-semibold"><span class="${totalRev ? 'text-blue-700' : 'text-slate-300'}">${totalRev ? money(totalRev) : '—'}</span><br><span class="text-xs ${totalGross ? 'text-green-600' : 'text-slate-300'}">${totalGross ? money(totalGross) : '—'}</span></td>`;
+    return `<tr class="border-b border-slate-100 hover:bg-slate-50 cursor-pointer" onclick="openPfEditModal(${pf.id})"><td class="p-2 text-sm font-medium">${pf.customer_name}</td><td class="p-2 text-sm">${pf.business_type}</td><td class="p-2 text-sm">${pf.status === "已签单" ? badge("已签") : badge(pf.status,"amber")}</td><td class="p-2 text-right text-sm">${money(pf.sign_amount)}</td>${mCols}${totalCol}<td class="p-2 text-sm text-slate-500">${pf.sales_person || ""}</td></tr>`;
+  };
+
   document.querySelector("#finance").innerHTML = `<div class="grid gap-4">
-    ${card(`<h2 class="mb-4 text-lg font-bold">收入、毛利、成本/费用、净利月度曲线</h2><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div>`, "p-5")}
-    ${card(formHtml([
-      { label: "月份", input: `<input name="month" required placeholder="YYYY-MM" pattern="\\d{4}-\\d{2}">` },
-      { label: "类型", input: `<select name="record_type"><option value="revenue">收入</option><option value="cost_expense">成本/费用</option></select>` },
-      { label: "分类", input: `<input name="category" required>` },
-      { label: "金额/万", input: `<input name="amount" type="number" step="0.01" required>` },
-      { label: "发生日期", input: `<input name="occurred_date" type="date">` },
-    ], { handler: "createFinance", text: "新增明细" }), "p-4")}
-    ${renderTable(["月份", "类型", "分类", "金额", "发生日期", "备注"], rows)}
+    <div class="grid grid-cols-6 gap-3">
+      ${[["已签项目","" + signed.length],["签约金额",money(sumSign)],["待签项目","" + pending.length],["待签金额",money(sumPending)],["本月确收",money(monthRev[0])],["本月毛利",money(monthGross[0])]].map(([l,v]) => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs text-slate-500">${l}</p><p class="text-xl font-bold text-slate-800">${v}</p></div>`).join("")}
+    </div>
+    ${card(`<div class="flex items-center justify-between cursor-pointer" onclick="toggleFinanceChart()"><h2 class="text-lg font-bold text-slate-700">月度趋势</h2><i data-lucide="chevron-down" class="transition-transform rotate-90" id="financeChartIcon"></i></div><div id="financeChartWrap" class="hidden mt-4"><div style="position:relative;height:300px"><canvas id="financeChart2"></canvas></div></div>`, "p-5")}
+    
+    <div class="flex justify-end"><button class="btn btn-primary btn-sm" onclick="openFinanceModal()"><i data-lucide="plus"></i>新增财务项目</button></div>
+    <div id="financeModal" class="hidden fixed inset-0 z-50 flex items-center justify-center bg-black/40" onclick="closeFinanceModal()"><div class="bg-white rounded-2xl shadow-2xl w-full max-w-5xl mx-4 max-h-[92vh] overflow-y-auto" onclick="event.stopPropagation()"><div class="sticky top-0 z-10 bg-white/95 backdrop-blur border-b border-slate-100 px-8 py-5 flex items-center justify-between"><div><h3 class="text-xl font-bold text-slate-800" id="financeModalTitle">新增项目财务</h3><p class="text-xs text-slate-400 mt-0.5">填写项目财务信息，标记月度确收与毛利预估</p></div><button class="btn btn-ghost btn-sm rounded-full w-8 h-8 p-0" onclick="closeFinanceModal()"><i data-lucide="x"></i></button></div><form onsubmit="createFinance(event)" class="p-8 grid gap-6"><input type="hidden" name="pf_id" id="pf-id-input" value=""><div class="grid grid-cols-2 gap-6"><div class="bg-slate-50 rounded-xl p-5"><h4 class="text-sm font-semibold text-slate-500 mb-4 flex items-center gap-2"><i data-lucide="briefcase-business"></i>基本信息</h4><div class="grid gap-4"><label class="block"><span class="text-xs font-medium text-slate-500">项目</span><select name="project_id" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm bg-white">${tenantOps.map(o => `<option value="${o.id}">${o.project_name}</option>`).join("")}</select></label><label class="block"><span class="text-xs font-medium text-slate-500">业务类型</span><select name="business_type" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm bg-white">${fmTypes.map(t => `<option>${t}</option>`).join("")}</select></label><label class="block"><span class="text-xs font-medium text-slate-500">客户名称</span><input name="customer_name" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm"></label></div></div><div class="bg-slate-50 rounded-xl p-5"><h4 class="text-sm font-semibold text-slate-500 mb-4 flex items-center gap-2"><i data-lucide="banknote"></i>签约信息</h4><div class="grid gap-4"><label class="block"><span class="text-xs font-medium text-slate-500">签约金额（万元）</span><input name="sign_amount" type="number" step="0.01" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm" placeholder="0.00"></label><label class="block"><span class="text-xs font-medium text-slate-500">签约月份</span><input name="sign_month" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm" placeholder="如 2026-06"></label><label class="block"><span class="text-xs font-medium text-slate-500">项目状态</span><select name="status" class="mt-1 block w-full rounded-lg border border-slate-200 px-3 py-2.5 text-sm bg-white"><option>已签单</option><option>待签</option></select></label></div></div></div><div class="bg-slate-50 rounded-xl p-5"><h4 class="text-sm font-semibold text-slate-500 mb-4 flex items-center gap-2"><i data-lucide="calendar"></i>月度确收 & 毛利预估（万元）</h4><div class="grid grid-cols-4 gap-3">${["06","07","08","09"].map(m => `<div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs font-semibold text-slate-400 mb-2">${m}月</p><div class="grid grid-cols-2 gap-2"><div><p class="text-[10px] text-slate-400 mb-0.5">确收</p><input name="rev_2026_${m}" type="number" step="0.01" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center" placeholder="—"></div><div><p class="text-[10px] text-slate-400 mb-0.5">毛利</p><input name="gross_2026_${m}" type="number" step="0.01" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center" placeholder="—"></div></div></div>`).join("")}</div><div class="grid grid-cols-2 gap-3 mt-3"><div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs font-semibold text-slate-400 mb-1">总确收</p><input name="total_rev" id="total-rev-display" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center font-bold text-blue-700" readonly placeholder="自动计算"></div><div class="bg-white rounded-lg border border-slate-200 p-3 text-center"><p class="text-xs font-semibold text-slate-400 mb-1">总毛利</p><input name="total_gross" id="total-gross-display" class="w-full rounded-md border border-slate-200 px-2 py-1.5 text-sm text-center font-bold text-green-600" readonly placeholder="自动计算"></div></div></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>
+
+    ${card(`<h3 class="font-bold text-slate-700 mb-3">项目明细 <span class="text-slate-400 font-normal">(${pfs.length})</span></h3><div class="flex gap-2 mb-3">${[["已签单","已签"],["待签","待签"]].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-left font-semibold">客户</th><th class="p-2 text-left font-semibold">类型</th><th class="p-2 text-left font-semibold">状态</th><th class="p-2 text-right 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">确收/毛利</span></th>`).join("")}<th class="p-2 text-center font-semibold">总计<br><span class="text-xs text-slate-400">确收/毛利</span></th><th class="p-2 text-left font-semibold">销售</th></tr></thead><tbody>${pfs.filter(x => x.status === state.finFilter).map(renderPfRow).join("")}</tbody></table></div>`, "p-4")}
   </div>`;
-  renderChartOn("financeChart2", state.data.financeMonthly);
+  if (window.lucide) window.lucide.createIcons();
+}
+
+window.openFinanceModal = () => {
+  const modal = document.querySelector("#financeModal");
+  modal.classList.remove("hidden");
+};
+window.closeFinanceModal = () => {
+  const modal = document.querySelector("#financeModal");
+  modal.classList.add("hidden");
+};
+window.openPfEditModal = (pfId) => {
+  const pf = (state.data.projectFinances || []).find(x => x.id === pfId);
+  if (!pf) return;
+  document.querySelector("#pf-id-input").value = pf.id;
+  document.querySelector("#financeModalTitle").textContent = "编辑项目财务";
+  const form = document.querySelector("#financeModal form");
+  form.querySelector('[name="project_id"]').value = pf.project_id || "";
+  form.querySelector('[name="business_type"]').value = pf.business_type || "";
+  form.querySelector('[name="customer_name"]').value = pf.customer_name || "";
+  form.querySelector('[name="sign_amount"]').value = pf.sign_amount || "";
+  form.querySelector('[name="sign_month"]').value = pf.sign_month || "";
+  form.querySelector('[name="status"]').value = pf.status || "已签单";
+  for (const m of ["06","07","08","09"]) {
+    form.querySelector('[name="rev_2026_' + m + '"]').value = pf["rev_2026_" + m] || "";
+    form.querySelector('[name="gross_2026_' + m + '"]').value = pf["gross_2026_" + m] || "";
+  }
+  // Calculate totals
+  const totalRev = (pf.rev_2026_06||0) + (pf.rev_2026_07||0) + (pf.rev_2026_08||0) + (pf.rev_2026_09||0);
+  const totalGross = (pf.gross_2026_06||0) + (pf.gross_2026_07||0) + (pf.gross_2026_08||0) + (pf.gross_2026_09||0);
+  document.querySelector("#total-rev-display").value = money(totalRev);
+  document.querySelector("#total-gross-display").value = money(totalGross);
+  openFinanceModal();
+};
+window.toggleFinanceChart = () => {
+  const wrap = document.querySelector("#financeChartWrap");
+  const icon = document.querySelector("#financeChartIcon");
+  if (!wrap) return;
+  wrap.classList.toggle("hidden");
+  icon.classList.toggle("rotate-90");
+  if (!wrap.classList.contains("hidden") && !state.chart2) renderFinanceChart();
+};
+function renderFinanceChart() {
+  const { financeMonthly } = state.data;
+  const canvas = document.querySelector("#financeChart2");
+  if (!canvas || !window.Chart) return;
+  if (state.chart2) state.chart2.destroy();
+  state.chart2 = new Chart(canvas, {
+    type: "line",
+    data: {
+      labels: financeMonthly.map((x) => x.month),
+      datasets: [
+        { label: "月度确收", data: financeMonthly.map((x) => x.revenue), borderColor: "#2563eb", tension: 0.3 },
+        { label: "月度毛利", data: financeMonthly.map((x) => x.net_profit), borderColor: "#059669", tension: 0.3 },
+      ],
+    },
+    options: { responsive: true, maintainAspectRatio: false, plugins: { legend: { position: "bottom", labels: { boxWidth: 12, font: { size: 11 } } } }, scales: { x: { ticks: { font: { size: 11 } }, grid: { display: false } }, y: { ticks: { font: { size: 11 }, callback: (v) => v + "万" } } } },
+  });
 }
 
 function renderChartOn(id, data) {
@@ -270,11 +557,13 @@ function renderChartOn(id, data) {
   });
 }
 
-function drawerField(icon, label, name, value, multiline = false) {
+function drawerField(icon, label, name, value, multiline = false, customControl = null) {
   const initialValue = text(value);
-  const control = multiline
-    ? `<textarea name="${name}" rows="2" class="drawer-value drawer-textarea" data-original="${initialValue}">${initialValue}</textarea>`
-    : `<input name="${name}" value="${initialValue}" class="drawer-value" data-original="${initialValue}">`;
+  const control = customControl
+    ? customControl
+    : multiline
+      ? `<textarea name="${name}" rows="2" class="drawer-value drawer-textarea" data-original="${initialValue}">${initialValue}</textarea>`
+      : `<input name="${name}" value="${initialValue}" class="drawer-value" data-original="${initialValue}">`;
   return `<div class="drawer-field">
     <div class="drawer-field-label"><i data-lucide="${icon}"></i><span>${label}</span></div>
     <div class="drawer-field-control">${control}</div>
@@ -288,14 +577,14 @@ function openDrawer(resource, id) {
   const fields = resource === "sales"
     ? [["target_customer","业务机会"],["priority","优先级"],["status","状态"]]
     : resource === "operations"
-      ? [["project_name","项目名称"],["project_version","项目版本"],["project_status","项目状态"],["current_stage","当前阶段"],["target_customer","业务机会"],["customer_need","客户需求"],["expected_contract_amount","预计签约金额"],["expected_sign_date","预计签约时间"],["sign_probability","签约概率"],["sop_stage","SOP 阶段"],["execution_progress","执行进度"],["current_deliverable","当前交付物"],["risks","风险与阻塞"],["next_action","下一步动作"]]
+      ? [["project_name","项目名称"],["owner","负责人"],["expected_sign_date","截止时间"],["expected_contract_amount","金额"],["notes","项目说明"]]
       : resource === "proposals"
         ? [["customer_or_project_name","客户/项目"],["version","版本号"],["description","版本说明"],["created_date","创建日期"],["status","状态"]]
         : [["product_name","产品名称"],["version","版本号"],["version_goal","版本目标"],["feature_list","核心功能清单"],["platform","平台"],["launch_date","上线日期"],["status","当前状态"],["notes","备注"]];
   const fieldIcons = {
     target_customer: "user", priority: "flag", status: "circle-dot",
     project_name: "briefcase-business", project_version: "git-branch", project_status: "circle-dot", current_stage: "map-pin",
-    customer_need: "file-text", expected_contract_amount: "banknote", expected_sign_date: "calendar",
+    owner: "user", customer_need: "file-text", expected_contract_amount: "banknote", expected_sign_date: "calendar",
     sign_probability: "percent", sop_stage: "list-checks", execution_progress: "activity",
     current_deliverable: "package", risks: "alert-triangle", next_action: "arrow-right",
     product_name: "box", version: "tag", version_goal: "target", feature_list: "list", platform: "layers",
@@ -304,26 +593,15 @@ function openDrawer(resource, id) {
   const multilineFields = ["customer_need", "current_deliverable", "risks", "next_action", "version_goal", "feature_list", "notes"];
   const followupTarget = resource === "sales" ? "sales" : resource === "proposals" ? "proposal" : resource === "operations" ? "operation" : resource === "products" ? "product" : "";
   const title = item.target_customer || item.project_name || item.customer_or_project_name || 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><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></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}', ${id})"><i data-lucide="trash-2"></i>删除</button><button class="btn btn-ghost btn-sm" onclick="closeDrawer()">关闭</button></div></div><div class="grid gap-5 p-5">
     <section>
       <h3 class="drawer-section-title">属性</h3>
-      <form id="drawerForm" class="drawer-fields">${fields.map(([key,label]) => drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key))).join("")}</form>
+      <form id="drawerForm" class="drawer-fields">
+        ${drawerField("map-pin", "当前阶段", "current_stage", "", false, `<select name="current_stage" class="drawer-value" onchange="saveDrawerField(this,'${resource}',${id})">${["商务洽谈","系统上线","团队分工","项目交付","上线推广","结项验收"].map((s) => `<option ${s === item.current_stage ? "selected" : ""}>${s}</option>`).join("")}</select>`)}
+        ${fields.map(([key,label]) => drawerField(fieldIcons[key] || "circle", label, key, item[key], multilineFields.includes(key))).join("")}
+      </form>
     </section>
     ${resource === "proposals" ? `<section><h3 class="drawer-section-title">方案文件</h3><div class="grid gap-2">${["方案","成本","SOP","财务流程"].map((cat) => fileGroup("proposal", item.id, item.version, cat, item.files.filter((f) => f.file_category === cat))).join("")}</div></section>` : ""}
-    ${resource === "operations" ? (() => {
-      const tasks = (state.data.tasks || []).filter((t) => t.project_id === id);
-      if (!tasks.length) return "";
-      const phases = [...new Set(tasks.map((t) => t.phase))];
-      return `<section><h3 class="drawer-section-title">项目任务</h3><div class="grid gap-3">${phases.map((phase) => {
-        const pt = tasks.filter((t) => t.phase === phase);
-        return `<div class="rounded-md border border-slate-200 p-3"><p class="text-[13px] font-semibold text-slate-700 mb-2"><i data-lucide="layers" style="width:14px;height:14px;display:inline;vertical-align:-2px;margin-right:4px"></i>${phase}</p><div class="grid gap-1.5">${pt.map((t) => {
-          const due = t.due_date ? `<span class="text-[11px] text-slate-400 ml-1">📅 ${t.due_date}</span>` : "";
-          const owner = t.owner ? `<span class="text-[11px] text-slate-500 ml-1">👤 ${t.owner}</span>` : "";
-          const blocker = t.blockers ? `<p class="text-[11px] text-red-600 mt-0.5">⚠ ${t.blockers}</p>` : "";
-          return `<div class="rounded bg-slate-50 px-2.5 py-1.5"><p class="text-[12px] text-slate-800"><strong>${t.milestone ? t.milestone + "：": ""}</strong>${t.task}${due}${owner}</p>${blocker}</div>`;
-        }).join("")}</div></div>`;
-      }).join("")}</div></section>`;
-    })() : ""}
     ${followupTarget ? `<section>
       <h3 class="drawer-section-title">活动 / 跟进</h3>
       <div class="grid gap-2">${(item.followups || []).map((f) => `<div class="activity-item"><div class="activity-icon"><i data-lucide="message-square"></i></div><div class="min-w-0 flex-1"><div class="flex justify-between gap-3 text-[12px] text-slate-500"><span>${f.follower} · ${f.follow_up_method}</span><span>${f.followed_at}</span></div><div class="mt-1 leading-5 text-slate-800 rich-content" data-html="${encodeURIComponent(f.content || '')}"></div>${f.next_action ? `<p class="mt-1 leading-5 text-blue-700">下一步：${text(f.next_action)}</p>` : ""}</div><button class="activity-delete" onclick="deleteFollowup(event, ${f.id}, '${resource}', ${item.id})" title="删除评论"><i data-lucide="trash-2"></i></button></div>`).join("")}</div>
@@ -388,7 +666,7 @@ function bindDrawerAutosave(resource, id, item) {
     field.addEventListener("keydown", (event) => {
       if (event.key === "Enter" && field.tagName !== "TEXTAREA") field.blur();
     });
-    field.addEventListener("blur", async () => {
+    const doSave = async () => {
       const value = field.value;
       if (value === field.dataset.original) return;
       const previous = field.dataset.original;
@@ -408,13 +686,88 @@ function bindDrawerAutosave(resource, id, item) {
         setDrawerSaveStatus("保存失败", "danger");
         alert(`自动保存失败：${error.message}`);
       }
-    });
+    };
+    field.addEventListener("blur", doSave);
+    if (field.tagName === "SELECT") field.addEventListener("change", doSave);
   });
 }
 
 
 
 window.openDrawer = openDrawer;
+window.deleteDrawerItem = async (resource, id) => {
+  if (!confirm("确认删除？此操作不可撤销。")) return;
+  try {
+    await api(`/api/${resource}/${id}`, { method: "DELETE" });
+    closeDrawer();
+    await load();
+  } catch (error) {
+    alert("删除失败：" + error.message);
+  }
+};
+window.toggleTaskDone = async (taskId, projectId) => {
+  const task = (state.data.tasks || []).find((t) => t.id === taskId);
+  if (!task) return;
+  const newStatus = task.status === "done" ? "" : "done";
+  try {
+    await api(`/api/tasks/${taskId}`, { method: "PUT", body: JSON.stringify({ data: { status: newStatus } }) });
+    await load();
+  } catch (error) {
+    alert("更新失败：" + error.message);
+  }
+};
+window.deleteTask = async (projectId) => {
+  const taskId = document.querySelector(`#task-id-${projectId}`).value;
+  if (!taskId) return;
+  if (!confirm("确认删除该任务？此操作不可撤销。")) return;
+  try {
+    await api(`/api/tasks/${taskId}`, { method: "DELETE" });
+    closeTaskDrawer(projectId);
+    await load();
+  } catch (error) {
+    alert("删除失败：" + error.message);
+  }
+};
+let dragTaskId = null;
+window.handleTaskDragStart = (event, taskId) => {
+  dragTaskId = taskId;
+  event.currentTarget.classList.add("dragging");
+  event.dataTransfer.effectAllowed = "move";
+};
+window.handleTaskDrop = async (event, projectId, phase) => {
+  event.preventDefault();
+  event.currentTarget.classList.remove("drag-over");
+  const target = event.currentTarget;
+  if (!dragTaskId) return;
+  // Find the dragged element and insert after the nearest task
+  const dragged = document.querySelector(`.task-row[data-id="${dragTaskId}"]`);
+  if (!dragged) return;
+  const afterElement = getDragAfterElement(target, event.clientY);
+  if (afterElement) {
+    target.insertBefore(dragged, afterElement);
+  } else {
+    target.appendChild(dragged);
+  }
+  dragged.classList.remove("dragging");
+  // Update sort_order in DB
+  const rows = [...target.querySelectorAll(".task-row")];
+  const updates = rows.map((row, i) => ({ id: parseInt(row.dataset.id), sort_order: i }));
+  try {
+    await api(`/api/tasks/batch-sort`, { method: "POST", body: JSON.stringify({ items: updates }) });
+  } catch (e) { /* non-critical */ }
+  dragTaskId = null;
+};
+function getDragAfterElement(container, y) {
+  const elements = [...container.querySelectorAll(".task-row:not(.dragging)")];
+  return elements.reduce((closest, child) => {
+    const box = child.getBoundingClientRect();
+    const offset = y - box.top - box.height / 2;
+    if (offset < 0 && offset > closest.offset) {
+      return { offset, element: child };
+    }
+    return closest;
+  }, { offset: Number.NEGATIVE_INFINITY }).element;
+}
 window.closeDrawer = () => document.querySelector("#drawer").classList.remove("open");
 window.squireInstances = {};
 window.squireCmd = (cmd) => {

static/styles.css

@@ -489,3 +489,96 @@ 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-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

@@ -27,9 +27,18 @@
   </head>
   <body class="min-h-screen bg-slate-50 text-slate-950">
     <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>
+            <select id="tenantSelect" class="rounded-md border border-slate-200 bg-white px-3 py-1.5 text-sm font-medium text-slate-700 outline-none focus:border-blue-500" onchange="switchTenant(this.value)">
+              <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>
+          </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>
@@ -51,6 +60,7 @@
     </main>
 
     <aside id="drawer" class="drawer" aria-hidden="true"></aside>
+    <div id="taskModal" class="task-modal"></div>
     <script src="{{ url_for('static', filename='app.js') }}"></script>
   </body>
 </html>